Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Sally Tran Sally Tran's Brown Brothers Harriman Experience April 2014 - September 2014
Job Associate Consultant, Blue Cross Blue Shield Association
Industry Management Consulting
Experience
Blue Cross Blue Shield Association July 2015 - Present
GE Lighting January 2015 - April 2015
Brown Brothers Harriman April 2014 - September 2014
Northeastern University August 2010 - August 2013
Northeastern University January 2013 - July 2013
John Hancock Life Insurance Company (U.S.A.) July 2012 - January 2013
Yawkey Boys & Girls Club November 2011 - June 2012
Access September 2010 - June 2011
Liberty Mutual Insurance June 2009 - June 2010
Boston Financial Data Financial Services June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Word, Access, SharePoint, Lotus Notes, PowerPoint, Outlook, Fluent in Vietnamese, Intermediate Mandarin..., Marketing, Microsoft Office, Training
Education
Northeastern University 2010 — 2015
Bachelor of Science, International Business; Marketing
Blue Cross Blue Shield Association July 2015 - Present
GE Lighting January 2015 - April 2015
Brown Brothers Harriman April 2014 - September 2014
Northeastern University August 2010 - August 2013
Northeastern University January 2013 - July 2013
John Hancock Life Insurance Company (U.S.A.) July 2012 - January 2013
Yawkey Boys & Girls Club November 2011 - June 2012
Access September 2010 - June 2011
Liberty Mutual Insurance June 2009 - June 2010
Boston Financial Data Financial Services June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Word, Access, SharePoint, Lotus Notes, PowerPoint, Outlook, Fluent in Vietnamese, Intermediate Mandarin..., Marketing, Microsoft Office, Training
Education
Northeastern University 2010 — 2015
Bachelor of Science, International Business; Marketing
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
Elaine Dreher Elaine Dreher's Brown Brothers Harriman Experience 1994 - 1995
Job Senior Manager, Financial and Accounting Systems
Industry Financial Services
Experience
Lewtan 2012 - 2012
Geoban USA 2011 - 2012
Bank of America 2007 - 2009
Sun Life Financial 2005 - 2006
Manulife Financial 2005 - 2006
Putnam Investments 1996 - 2001
Brown Brothers Harriman 1994 - 1995
Quaker Oats 1990 - 1993
Deloitte 1986 - 1990
Skills
Program Management, IT Strategy, Business Analysis, Budgets, PMO
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1986
MAS
Northern Illinois University 1982 — 1984
MBA
Valparaiso University 1977 — 1980
Bachelor of Arts (B.A.)
Lewtan 2012 - 2012
Geoban USA 2011 - 2012
Bank of America 2007 - 2009
Sun Life Financial 2005 - 2006
Manulife Financial 2005 - 2006
Putnam Investments 1996 - 2001
Brown Brothers Harriman 1994 - 1995
Quaker Oats 1990 - 1993
Deloitte 1986 - 1990
Skills
Program Management, IT Strategy, Business Analysis, Budgets, PMO
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1986
MAS
Northern Illinois University 1982 — 1984
MBA
Valparaiso University 1977 — 1980
Bachelor of Arts (B.A.)
Nathan P. Osborn Nathan P. Osborn's Brown Brothers Harriman Experience January 2015 - Present
Job Investor Services / Middle Office at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Fifth Third Bank December 2012 - January 2015
Fifth Third Securities December 2011 - December 2012
Wells Fargo Advisors, LLC June 2010 - December 2011
Skills
Series 7, Series 66, Microsoft Office, Bloomberg, PowerPoint, Excel, WebEx, Insurance, Sales Operations, Financial Accounting, Microsoft Excel, Bonds, Capital Markets, Uniform Combined State..., Derivatives, Financial Services, Social Media, Fixed Income, Financial Analysis, Finance
Education
Xavier University 2012 — 2014
Williams College of Business M.B.A., International Business
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts, Politics and Government / International Relations, 3.6 / 4.00 Cumulative GPA
Edgerton High School 2001 — 2005
3.9 / 4.00 Cumulative GPA
Brown Brothers Harriman January 2015 - Present
Fifth Third Bank December 2012 - January 2015
Fifth Third Securities December 2011 - December 2012
Wells Fargo Advisors, LLC June 2010 - December 2011
Skills
Series 7, Series 66, Microsoft Office, Bloomberg, PowerPoint, Excel, WebEx, Insurance, Sales Operations, Financial Accounting, Microsoft Excel, Bonds, Capital Markets, Uniform Combined State..., Derivatives, Financial Services, Social Media, Fixed Income, Financial Analysis, Finance
Education
Xavier University 2012 — 2014
Williams College of Business M.B.A., International Business
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts, Politics and Government / International Relations, 3.6 / 4.00 Cumulative GPA
Edgerton High School 2001 — 2005
3.9 / 4.00 Cumulative GPA
Peter Jacinto Peter Jacinto's Brown Brothers Harriman Experience September 2013 - Present
Job Senior Client Account Manager at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - September 2013
Brown Brothers Harriman August 2012 - March 2013
Brown Brothers Harriman March 2012 - August 2012
Brown Brothers Harriman October 2011 - March 2012
Brown Brothers Harriman June 2008 - October 2011
Flagship Cinemas September 2003 - March 2008
St. Anne's Hospital May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Budgets, Process Improvement, Business Analysis, Bloomberg, Project Management, Requirements Gathering, Requirements Analysis, Project Delivery, User Acceptance Testing, UAT coordination, Implementation Planning, Procedural Development, Project Initiation, Team Building
Education
Northeastern University 2013 — 2014
Graduate Certificate of Advanced Study in Management, Business Administration and Management, General
Stonehill College 2004 — 2008
Bachelor of Science in Business Administration, Finance, General
Queensland University of Technology 2006 — 2006
Semester Abroad, Business Administration and Management, General
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - September 2013
Brown Brothers Harriman August 2012 - March 2013
Brown Brothers Harriman March 2012 - August 2012
Brown Brothers Harriman October 2011 - March 2012
Brown Brothers Harriman June 2008 - October 2011
Flagship Cinemas September 2003 - March 2008
St. Anne's Hospital May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Budgets, Process Improvement, Business Analysis, Bloomberg, Project Management, Requirements Gathering, Requirements Analysis, Project Delivery, User Acceptance Testing, UAT coordination, Implementation Planning, Procedural Development, Project Initiation, Team Building
Education
Northeastern University 2013 — 2014
Graduate Certificate of Advanced Study in Management, Business Administration and Management, General
Stonehill College 2004 — 2008
Bachelor of Science in Business Administration, Finance, General
Queensland University of Technology 2006 — 2006
Semester Abroad, Business Administration and Management, General
Shanthan Toodi Shanthan Toodi's Brown Brothers Harriman Experience November 2005 - August 2006
Job Agile Project Manager at HERE, a Nokia Business
Industry Consumer Services
Experience
HERE, a Nokia business August 2013 - Present
Army National Guard August 2015 - Present
US Army January 2014 - August 2015
US Army February 2013 - January 2014
Nokia September 2011 - August 2013
NAVTEQ November 2009 - September 2011
NAVTEQ March 2007 - November 2009
IDX Systems August 2006 - February 2007
Brown Brothers Harriman November 2005 - August 2006
State Street September 2003 - October 2005
Skills
Agile, Program Management, Scrum, Software Project..., Change Management, Programming, Requirements Analysis, Software Development, Product Management, J2EE, SDLC, Java, Spring, Eclipse, Agile Methodologies, Java Enterprise Edition, Software Engineering, Agile Project Management, Mobile Applications, Integration, Software Design, SOA, Testing, Autonomous Vehicles, Web Services, Security, System Architecture
Education
University of Missouri-Kansas City 2001 — 2003
M.S, Computer Science
Osmania University 1998 — 2001
Bachelors, Computer Science
Chaitanya central school
HERE, a Nokia business August 2013 - Present
Army National Guard August 2015 - Present
US Army January 2014 - August 2015
US Army February 2013 - January 2014
Nokia September 2011 - August 2013
NAVTEQ November 2009 - September 2011
NAVTEQ March 2007 - November 2009
IDX Systems August 2006 - February 2007
Brown Brothers Harriman November 2005 - August 2006
State Street September 2003 - October 2005
Skills
Agile, Program Management, Scrum, Software Project..., Change Management, Programming, Requirements Analysis, Software Development, Product Management, J2EE, SDLC, Java, Spring, Eclipse, Agile Methodologies, Java Enterprise Edition, Software Engineering, Agile Project Management, Mobile Applications, Integration, Software Design, SOA, Testing, Autonomous Vehicles, Web Services, Security, System Architecture
Education
University of Missouri-Kansas City 2001 — 2003
M.S, Computer Science
Osmania University 1998 — 2001
Bachelors, Computer Science
Chaitanya central school
Steven Scheer's Brown Brothers Harriman Experience 1995 - 1995
Job President at Brondell Inc.
Industry Consumer Goods
Experience
Brondell Inc. January 2010 - Present
Brondell Inc. April 2006 - January 2010
EcoTimber, Inc 2004 - 2006
Errigal, Inc 2002 - 2003
Craigslist 1999 - 2001
Lead Traders, Inc 1997 - 1999
Michael Stevens, Inc 1995 - 1997
Brown Brothers Harriman 1995 - 1995
Skills
Operations Management, Financial Analysis, Operating Budgets, Strategic Planning, Business Strategy, Personnel Management, Project Management, Software Project..., Manufacturing, Contract Negotiation, E-commerce, Forecasting, Start-up Ventures, Managing Start-ups, New Business Development, Business Process..., Infrastructure..., Operating Systems, Change Management, Channel Strategy, Distribution Strategies, Leadership, Team Building, Entrepreneurship, Business Development, Product Development
Education
Northeastern University 1990 — 1995
BA
Brondell Inc. January 2010 - Present
Brondell Inc. April 2006 - January 2010
EcoTimber, Inc 2004 - 2006
Errigal, Inc 2002 - 2003
Craigslist 1999 - 2001
Lead Traders, Inc 1997 - 1999
Michael Stevens, Inc 1995 - 1997
Brown Brothers Harriman 1995 - 1995
Skills
Operations Management, Financial Analysis, Operating Budgets, Strategic Planning, Business Strategy, Personnel Management, Project Management, Software Project..., Manufacturing, Contract Negotiation, E-commerce, Forecasting, Start-up Ventures, Managing Start-ups, New Business Development, Business Process..., Infrastructure..., Operating Systems, Change Management, Channel Strategy, Distribution Strategies, Leadership, Team Building, Entrepreneurship, Business Development, Product Development
Education
Northeastern University 1990 — 1995
BA
Austin Bucceri Austin Bucceri's Brown Brothers Harriman Experience 2013 - 2013
Job State Street Global Services
Industry Financial Services
Experience
State Street Global Services October 2013 - Present
Northwestern Mutual June 2012 - June 2013
Brown Brothers Harriman 2013 - 2013
Family Financial of Central Ohio June 2011 - August 2011
Skills
Investments, Morningstar, Retirement Planning, Estate Planning, Insurance, Securities, Long-term Care, Risk Management, Wealth Accumulation, Financial Analysis, Financial Modeling, Wealth Management..., Microsoft Excel, Economics
Education
Ohio Wesleyan University 2008 — 2012
Bachelor of Arts (B.A.), Economics
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA), Investments and Securities
State Street Global Services October 2013 - Present
Northwestern Mutual June 2012 - June 2013
Brown Brothers Harriman 2013 - 2013
Family Financial of Central Ohio June 2011 - August 2011
Skills
Investments, Morningstar, Retirement Planning, Estate Planning, Insurance, Securities, Long-term Care, Risk Management, Wealth Accumulation, Financial Analysis, Financial Modeling, Wealth Management..., Microsoft Excel, Economics
Education
Ohio Wesleyan University 2008 — 2012
Bachelor of Arts (B.A.), Economics
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA), Investments and Securities
Bhaskar Sahrawat Bhaskar Sahrawat's Brown Brothers Harriman Experience October 2010 - May 2011
Job Assistant Vice President at State Street
Industry Information Technology and Services
Experience
State Street 2012 - Present
State Street May 2011 - July 2012
Brown Brothers Harriman October 2010 - May 2011
State Street June 2008 - September 2010
Pace University January 2006 - December 2007
Skills
Bloomberg, Business Analysis, Derivatives, Fixed Income, Visio, SDLC, Equities, FX Options, Asset Managment, Data Analysis, Securities, Trading Systems, Electronic Trading, Financial Markets, Asset Management, Middle Office, Corporate Actions, Management, Risk Management, Trading, Finance, Back Office, Financial Services
Education
Pace University 2006 — 2008
Master of Science (M.S.), Management Information Systems, General
Bhilai Institute of Technology, Durg 2001 — 2005
Bachelor of Engineering (B.E.), Telecommunications Engineering
State Street 2012 - Present
State Street May 2011 - July 2012
Brown Brothers Harriman October 2010 - May 2011
State Street June 2008 - September 2010
Pace University January 2006 - December 2007
Skills
Bloomberg, Business Analysis, Derivatives, Fixed Income, Visio, SDLC, Equities, FX Options, Asset Managment, Data Analysis, Securities, Trading Systems, Electronic Trading, Financial Markets, Asset Management, Middle Office, Corporate Actions, Management, Risk Management, Trading, Finance, Back Office, Financial Services
Education
Pace University 2006 — 2008
Master of Science (M.S.), Management Information Systems, General
Bhilai Institute of Technology, Durg 2001 — 2005
Bachelor of Engineering (B.E.), Telecommunications Engineering
Dale Peak Dale Peak's Brown Brothers Harriman Experience May 2001 - April 2013
Job Global Travel Manager at Analog Devices
Industry Semiconductors
Experience
Analog Devices February 2014 - Present
Harvard University April 2013 - January 2014
Brown Brothers Harriman May 2001 - April 2013
Cambridge Technology Partners April 2000 - May 2001
US Airways December 1998 - April 2000
Skills
Global Travel & Expense..., Meeting & Event..., Corporate Card Program..., Corporate Self-Booking..., Management Reporting..., Oversight & Control of..., Expense Management..., Thorough Understanding..., Diverse Humanities &..., Policy, Management, Corporate Law, Compliance, Corporate Card, Negotiation, Process Improvement, Strategy, Program Management, Expense Management, Leadership, Change Management, Team Building, Event Planning, Financial Services, Strategic Planning, Travel Management, Strategic Sourcing, Procurement, Budgets, Contract Negotiation, Business Travel, Sales Management, Vendor Management, Account Management, Salesforce.com, Operations Management, Business Development, CRM, Finance
Education
Wharton School of Business 2004 — 2004
Global Leadership Program, Business Travel
Global Business Travel Association 2004 — 2004
Certified Corporate Travel Executive certification, Business Travel
Salem State University 1991 — 1993
Elementary Education Teaching Certification, Elementary Education
University of Nevada-Reno 1990 — 1991
Bachelor of Arts (B.A.), Speech & Psychology
Pittsburg State University 1986 — 1988
Analog Devices February 2014 - Present
Harvard University April 2013 - January 2014
Brown Brothers Harriman May 2001 - April 2013
Cambridge Technology Partners April 2000 - May 2001
US Airways December 1998 - April 2000
Skills
Global Travel & Expense..., Meeting & Event..., Corporate Card Program..., Corporate Self-Booking..., Management Reporting..., Oversight & Control of..., Expense Management..., Thorough Understanding..., Diverse Humanities &..., Policy, Management, Corporate Law, Compliance, Corporate Card, Negotiation, Process Improvement, Strategy, Program Management, Expense Management, Leadership, Change Management, Team Building, Event Planning, Financial Services, Strategic Planning, Travel Management, Strategic Sourcing, Procurement, Budgets, Contract Negotiation, Business Travel, Sales Management, Vendor Management, Account Management, Salesforce.com, Operations Management, Business Development, CRM, Finance
Education
Wharton School of Business 2004 — 2004
Global Leadership Program, Business Travel
Global Business Travel Association 2004 — 2004
Certified Corporate Travel Executive certification, Business Travel
Salem State University 1991 — 1993
Elementary Education Teaching Certification, Elementary Education
University of Nevada-Reno 1990 — 1991
Bachelor of Arts (B.A.), Speech & Psychology
Pittsburg State University 1986 — 1988
James Croke James Croke's Brown Brothers Harriman Experience 2008 - 2008
Job Associate at Winston & Strawn LLP
Industry Legal Services
Experience
Winston & Strawn LLP October 2012 - Present
The Law Project August 2012 - October 2012
Winston & Strawn LLP May 2011 - July 2011
Consumer Law Litigation Clinic, University of Wisconsin Law School May 2010 - August 2010
Brown Brothers Harriman 2008 - 2008
Education
Northwestern University School of Law 2009 — 2012
Juris Doctor, Law, Cum Laude
University College Dublin 2004 — 2008
BCL (International), Law, First Class Honours
Winston & Strawn LLP October 2012 - Present
The Law Project August 2012 - October 2012
Winston & Strawn LLP May 2011 - July 2011
Consumer Law Litigation Clinic, University of Wisconsin Law School May 2010 - August 2010
Brown Brothers Harriman 2008 - 2008
Education
Northwestern University School of Law 2009 — 2012
Juris Doctor, Law, Cum Laude
University College Dublin 2004 — 2008
BCL (International), Law, First Class Honours
Megan Whittaker Megan Whittaker's Brown Brothers Harriman Experience February 2015 - Present
Job Associate, AntiMoney Laundering (AML) Compliance at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
AccountAbility November 2013 - August 2014
Makai Strategies Inc. January 2013 - November 2013
East-West Center December 2012 - November 2013
East-West Center August 2012 - May 2013
Schulte Roth & Zabel LLP September 2008 - February 2012
Schulte Roth & Zabel LLP May 2007 - August 2007
Documentation Center of Cambodia May 2006 - August 2006
Skills
Legal Research, Legal Writing, Litigation, International Law, International Relations, International..., Corporate Law, Corporate Social..., Research, Project Management, Intellectual Property, Corporate Governance, Private Equity, Policy Analysis, Securities Regulation, Green Building, International Human..., Human Rights, Proposal Writing, Due Diligence, Scenario Analysis, Commercial Litigation, Non-profits, Psychology, Corporate Reporting, Sustainability Reporting, Sustainable Development, Sustainability, Sustainability Metrics, Sustainability..., Corporate Sustainability
Education
Northwestern University School of Law 2005 — 2008
J.D., Law
Yale University 2000 — 2004
B.A., Psychology
Semester at Sea (via University of Pittsburgh) 2003 — 2003
Brown Brothers Harriman February 2015 - Present
AccountAbility November 2013 - August 2014
Makai Strategies Inc. January 2013 - November 2013
East-West Center December 2012 - November 2013
East-West Center August 2012 - May 2013
Schulte Roth & Zabel LLP September 2008 - February 2012
Schulte Roth & Zabel LLP May 2007 - August 2007
Documentation Center of Cambodia May 2006 - August 2006
Skills
Legal Research, Legal Writing, Litigation, International Law, International Relations, International..., Corporate Law, Corporate Social..., Research, Project Management, Intellectual Property, Corporate Governance, Private Equity, Policy Analysis, Securities Regulation, Green Building, International Human..., Human Rights, Proposal Writing, Due Diligence, Scenario Analysis, Commercial Litigation, Non-profits, Psychology, Corporate Reporting, Sustainability Reporting, Sustainable Development, Sustainability, Sustainability Metrics, Sustainability..., Corporate Sustainability
Education
Northwestern University School of Law 2005 — 2008
J.D., Law
Yale University 2000 — 2004
B.A., Psychology
Semester at Sea (via University of Pittsburgh) 2003 — 2003
Jeannine Kirschner Jeannine Kirschner's Brown Brothers Harriman Experience September 2010 - January 2011
Job Independent Business Owner at TAXJMC, LLC
Industry Accounting
Experience
TAXJMC, LLC January 2011 - Present
BlumShapiro February 2013 - April 2013
Lime Rock Partners August 2011 - October 2011
Brown Brothers Harriman September 2010 - January 2011
Forbes August 2008 - January 2010
JetBlue Airways 2001 - 2006
Skills
Tax, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting, Income Tax, Corporate Tax, Financial Analysis, IFRS, Sarbanes-Oxley Act, Internal Audit, General Ledger, Tax Preparation, Account Reconciliation, QuickBooks, Payroll, GAAP, Tax Returns, Tax Accounting, US GAAP, Payroll Taxes, CPA, Management
Education
Pace University - Lubin School of Business 1988 — 1995
Bachelor of Business Administration (BBA), Accounting
Pace University
Bachelor of Business Administration (BBA)/CPA Prep, Taxation
TAXJMC, LLC January 2011 - Present
BlumShapiro February 2013 - April 2013
Lime Rock Partners August 2011 - October 2011
Brown Brothers Harriman September 2010 - January 2011
Forbes August 2008 - January 2010
JetBlue Airways 2001 - 2006
Skills
Tax, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting, Income Tax, Corporate Tax, Financial Analysis, IFRS, Sarbanes-Oxley Act, Internal Audit, General Ledger, Tax Preparation, Account Reconciliation, QuickBooks, Payroll, GAAP, Tax Returns, Tax Accounting, US GAAP, Payroll Taxes, CPA, Management
Education
Pace University - Lubin School of Business 1988 — 1995
Bachelor of Business Administration (BBA), Accounting
Pace University
Bachelor of Business Administration (BBA)/CPA Prep, Taxation
Rebecca Bacon Rebecca Bacon's Brown Brothers Harriman Experience July 2010 - March 2011
Job Senior Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Merrill Lynch July 2012 - December 2012
Goldman Sachs June 2011 - December 2011
Brown Brothers Harriman July 2010 - March 2011
MMB January 2010 - May 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree
John Cabot University 2011 — 2011
Bank of America Merrill Lynch July 2013 - Present
Merrill Lynch July 2012 - December 2012
Goldman Sachs June 2011 - December 2011
Brown Brothers Harriman July 2010 - March 2011
MMB January 2010 - May 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree
John Cabot University 2011 — 2011
Jason Reuter, CFA Jason Reuter, CFA's Brown Brothers Harriman Experience September 2010 - Present
Job Assistant Vice President Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
GCoNJ May 2008 - March 2015
OppenheimerFunds July 2005 - September 2010
Vanguard 2004 - 2005
Vanguard April 2004 - November 2004
Vanguard 1999 - 2004
Vanguard 1998 - 1999
Skills
Asset Allocation, Mutual Funds, Fixed Income, Equities, Derivatives, Economics, Corporate Governance, Alternative Investments, International..., International Economics, Macroeconomics, Financial Economics, Investment Management, Investments, Financial Markets, Valuation, Financial Services, Financial Analysis, Risk Management, Finance, Hedge Funds, Portfolio Management, Asset Management, Capital Markets
Education
University of Denver 2010 — 2013
MA, Economics
Northern Illinois University 1993 — 1996
BA, Economics
Brown Brothers Harriman September 2010 - Present
GCoNJ May 2008 - March 2015
OppenheimerFunds July 2005 - September 2010
Vanguard 2004 - 2005
Vanguard April 2004 - November 2004
Vanguard 1999 - 2004
Vanguard 1998 - 1999
Skills
Asset Allocation, Mutual Funds, Fixed Income, Equities, Derivatives, Economics, Corporate Governance, Alternative Investments, International..., International Economics, Macroeconomics, Financial Economics, Investment Management, Investments, Financial Markets, Valuation, Financial Services, Financial Analysis, Risk Management, Finance, Hedge Funds, Portfolio Management, Asset Management, Capital Markets
Education
University of Denver 2010 — 2013
MA, Economics
Northern Illinois University 1993 — 1996
BA, Economics
Oliver DeLeon Oliver DeLeon's Brown Brothers Harriman Experience December 1999 - January 2001
Job Facilities Manager
Industry Architecture & Planning
Experience
Elkus Manfredi Architects October 2014 - Present
Hyde Square Task Force November 2011 - Present
JPNDC February 2010 - November 2011
Charles River Associates October 2001 - September 2008
Brown Brothers Harriman December 1999 - January 2001
Teradyne May 1998 - October 1999
Behring Diagnostics September 1996 - October 1998
Skills
Resident Leadership..., Organizer, AutoCAD, Community Outreach, Engineering, Leadership, Project Planning, Microsoft Word, Microsoft Office, Testing, Microsoft Excel
Education
Northeastern University
Contruction Project Management (certificate), Facilites
Wentworth Institute of Technology
Elkus Manfredi Architects October 2014 - Present
Hyde Square Task Force November 2011 - Present
JPNDC February 2010 - November 2011
Charles River Associates October 2001 - September 2008
Brown Brothers Harriman December 1999 - January 2001
Teradyne May 1998 - October 1999
Behring Diagnostics September 1996 - October 1998
Skills
Resident Leadership..., Organizer, AutoCAD, Community Outreach, Engineering, Leadership, Project Planning, Microsoft Word, Microsoft Office, Testing, Microsoft Excel
Education
Northeastern University
Contruction Project Management (certificate), Facilites
Wentworth Institute of Technology
Mary Rachel Nute Mary Rachel Nute's Brown Brothers Harriman Experience July 2010 - Present
Job Banking Analyst
Industry Banking
Experience
Brown Brothers Harriman July 2010 - Present
TIAA-CREF July 2009 - October 2009
Skills
Forecasting, Banking, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Analysis, Due Diligence, Credit, CRM, Credit Analysis
Education
Penn State University 2006 — 2010
BS, Economics
Brown Brothers Harriman July 2010 - Present
TIAA-CREF July 2009 - October 2009
Skills
Forecasting, Banking, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Analysis, Due Diligence, Credit, CRM, Credit Analysis
Education
Penn State University 2006 — 2010
BS, Economics
James Brandau James Brandau's Brown Brothers Harriman Experience August 2014 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Skills
Wealth Management...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance
Penn State University 1999 — 2003
Bachelor of Science, Finance
Notre Dame High School 1996 — 1999
Brown Brothers Harriman August 2014 - Present
Skills
Wealth Management...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance
Penn State University 1999 — 2003
Bachelor of Science, Finance
Notre Dame High School 1996 — 1999
Edwin Rodriguez Jr Edwin Rodriguez Jr's Brown Brothers Harriman Experience June 2013 - Present
Job FX Relationship Manager Trading & Sales at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
Brown Brothers Harriman November 2011 - June 2013
Brown Brothers Harriman January 2007 - November 2011
Brown Brothers Harriman April 2006 - January 2007
Investors Bank and Trust (IBT) June 2005 - April 2006
Skills
Bloomberg, Equity Trading, FX Options, FX trading, Middle Office, Settlement, Bloomberg Terminal, Derivatives, Equities, Fixed Income, Hedge Funds, Capital Markets, FX Trading, Financial Markets, Financial Services, Securities, Trading
Education
Pace University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General, 3.1 GPA
Brown Brothers Harriman June 2013 - Present
Brown Brothers Harriman November 2011 - June 2013
Brown Brothers Harriman January 2007 - November 2011
Brown Brothers Harriman April 2006 - January 2007
Investors Bank and Trust (IBT) June 2005 - April 2006
Skills
Bloomberg, Equity Trading, FX Options, FX trading, Middle Office, Settlement, Bloomberg Terminal, Derivatives, Equities, Fixed Income, Hedge Funds, Capital Markets, FX Trading, Financial Markets, Financial Services, Securities, Trading
Education
Pace University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General, 3.1 GPA
Harinder Panesar Harinder Panesar's Brown Brothers Harriman Experience August 2013 - March 2015
Job Consultant at MorganFranklin Consulting
Industry Information Technology and Services
Experience
MorganFranklin Consulting April 2015 - Present
Brown Brothers Harriman August 2013 - March 2015
PricewaterhouseCoopers July 2009 - August 2013
QBE the Americas April 2008 - June 2009
Skills
Internal Controls, IFRS, Auditing, GAAP, Management, Sarbanes-Oxley, Accounting, Assurance, Business Process, Finance, Internal Audit, External Audit, Financial Reporting, Financial Services, Analysis, Sarbanes-Oxley Act
Education
Pace University 2007 — 2009
Masters in Financial Management, Finance
West Chester University of Pennsylvania 2000 — 2004
Bachelor of Science, Accounting
MorganFranklin Consulting April 2015 - Present
Brown Brothers Harriman August 2013 - March 2015
PricewaterhouseCoopers July 2009 - August 2013
QBE the Americas April 2008 - June 2009
Skills
Internal Controls, IFRS, Auditing, GAAP, Management, Sarbanes-Oxley, Accounting, Assurance, Business Process, Finance, Internal Audit, External Audit, Financial Reporting, Financial Services, Analysis, Sarbanes-Oxley Act
Education
Pace University 2007 — 2009
Masters in Financial Management, Finance
West Chester University of Pennsylvania 2000 — 2004
Bachelor of Science, Accounting
Harji Singh's Brown Brothers Harriman Experience May 2011 - October 2011
Job Real Estate Sales and Development
Industry Real Estate
Experience
THE BOUKLIS GROUP October 2009 - Present
CDI Corporation March 2013 - September 2013
Pace University September 2010 - May 2012
Brown Brothers Harriman May 2011 - October 2011
Millennium Communications June 2009 - October 2010
Skills
Forecasting, Bloomberg Terminal, Microsoft Office, Finance, Real Estate Financing, Portfolio Management, Multilingual, Financial Modeling, Analysis, Technical Analysis, Audio Engineering, Music Production, Investments, Marketing, Logic Pro, Real Estate, Banking, Sales, Fundamental Analysis, CRM, Trading, Analytics, Start-ups, Valuation, Microsoft Excel, Ruby on Rails, Technology Coaching, Private Equity Funding, Web Applications, Equities, Simmons Market Research, Thinkorswim, Financial Analysis, NYC ZONING, Water Fall Distribution, Argus Modeling
Education
Pace University 2009 — 2012
BBA, Finance & Economics
Dale Carnegie Leadership School 2007 — 2008
Institute of Neuro Linguistic Programming 2011 — 2011
Neuro Linguistic Programming
THE BOUKLIS GROUP October 2009 - Present
CDI Corporation March 2013 - September 2013
Pace University September 2010 - May 2012
Brown Brothers Harriman May 2011 - October 2011
Millennium Communications June 2009 - October 2010
Skills
Forecasting, Bloomberg Terminal, Microsoft Office, Finance, Real Estate Financing, Portfolio Management, Multilingual, Financial Modeling, Analysis, Technical Analysis, Audio Engineering, Music Production, Investments, Marketing, Logic Pro, Real Estate, Banking, Sales, Fundamental Analysis, CRM, Trading, Analytics, Start-ups, Valuation, Microsoft Excel, Ruby on Rails, Technology Coaching, Private Equity Funding, Web Applications, Equities, Simmons Market Research, Thinkorswim, Financial Analysis, NYC ZONING, Water Fall Distribution, Argus Modeling
Education
Pace University 2009 — 2012
BBA, Finance & Economics
Dale Carnegie Leadership School 2007 — 2008
Institute of Neuro Linguistic Programming 2011 — 2011
Neuro Linguistic Programming
Lawrence Salthammer Lawrence Salthammer's Brown Brothers Harriman Experience February 1986 - August 2006
Job Product Brokerage at SHOP.COM
Industry Investment Banking
Experience
American Stock Transfer & Trust Co LLC February 2012 - Present
SHOP.COM 2012 - Present
RBS September 2009 - October 2009
ABN AMRO August 2006 - September 2009
Brown Brothers Harriman February 1986 - August 2006
Skills
Trading, Corporate Actions, Securities Lending, Mergers, Fixed Income, Securities, Asset Management, Prime Brokerage, Equities, Back Office, Analysis, Bloomberg, Mergers & Acquisitions, Capital Markets, Financial Services, Settlement, Mutual Funds, Options, Investment Banking, Middle Office
Education
Pace University 1988 — 1990
American Stock Transfer & Trust Co LLC February 2012 - Present
SHOP.COM 2012 - Present
RBS September 2009 - October 2009
ABN AMRO August 2006 - September 2009
Brown Brothers Harriman February 1986 - August 2006
Skills
Trading, Corporate Actions, Securities Lending, Mergers, Fixed Income, Securities, Asset Management, Prime Brokerage, Equities, Back Office, Analysis, Bloomberg, Mergers & Acquisitions, Capital Markets, Financial Services, Settlement, Mutual Funds, Options, Investment Banking, Middle Office
Education
Pace University 1988 — 1990
John Lanzone, CISA John Lanzone, CISA's Brown Brothers Harriman Experience February 1999 - February 2000
Job Assistant Vice President Compliance at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation July 2012 - Present
JP Morgan Chase June 2010 - July 2012
Moodys Investors Service January 2005 - June 2010
Deloitte February 2000 - January 2005
Brown Brothers Harriman February 1999 - February 2000
Citigroup March 1997 - January 1999
Citigroup October 1995 - March 1997
National Discount Brokers (now TD Ameritrade) March 1994 - October 1995
Skills
Client Service, Risk Management, Equities, Fixed Income, Capital Markets, Mutual Funds, Process Improvement, Internal Controls, Operational Risk..., Asset Management, Regulatory Reporting, Financial Markets, Derivatives
Education
Pace University - Lubin School of Business 2010 — 2011
MS, Finance
Pace University
BBA, Marketing Management
Moody's Corporation July 2012 - Present
JP Morgan Chase June 2010 - July 2012
Moodys Investors Service January 2005 - June 2010
Deloitte February 2000 - January 2005
Brown Brothers Harriman February 1999 - February 2000
Citigroup March 1997 - January 1999
Citigroup October 1995 - March 1997
National Discount Brokers (now TD Ameritrade) March 1994 - October 1995
Skills
Client Service, Risk Management, Equities, Fixed Income, Capital Markets, Mutual Funds, Process Improvement, Internal Controls, Operational Risk..., Asset Management, Regulatory Reporting, Financial Markets, Derivatives
Education
Pace University - Lubin School of Business 2010 — 2011
MS, Finance
Pace University
BBA, Marketing Management
Christina Pfaff Christina Pfaff's Brown Brothers Harriman Experience December 2013 - Present
Job Administrative Assistant
Industry Investment Management
Experience
Brown Brothers Harriman December 2013 - Present
The Glenmede Trust Company, N.A. March 2013 - December 2013
The Glenmede Trust Company, N.A. October 2012 - March 2013
DJS Associates, Inc October 2011 - August 2012
DJS Associates, Inc January 2004 - October 2011
Skills
Software Documentation, Westlaw, Litigation, Personal Injury, Legal Research, Support Staff, Legal Assistant, Microsoft Word, Document Review, Editing
Education
Peirce College 2002 — 2005
B.S., Paralegal Studies
Kutztown University 1991 — 1993
B.S, Political Science
Brown Brothers Harriman December 2013 - Present
The Glenmede Trust Company, N.A. March 2013 - December 2013
The Glenmede Trust Company, N.A. October 2012 - March 2013
DJS Associates, Inc October 2011 - August 2012
DJS Associates, Inc January 2004 - October 2011
Skills
Software Documentation, Westlaw, Litigation, Personal Injury, Legal Research, Support Staff, Legal Assistant, Microsoft Word, Document Review, Editing
Education
Peirce College 2002 — 2005
B.S., Paralegal Studies
Kutztown University 1991 — 1993
B.S, Political Science
Laura Catalino Laura Catalino's Brown Brothers Harriman Experience 1996 - 1997
Job Peer to Peer Lending Commercial Loans
Industry Real Estate
Experience
Money360 May 2015 - Present
BTFIF LLC and Sunstone Place LLC September 2005 - Present
Health Care Property Investors, Titan Corporation, Pondel/Wilkinson January 2000 - May 2005
Vining Sparks, IBG 1998 - 1999
Brown Brothers Harriman 1996 - 1997
Coast Tactical Asset Managment and Coast Asset Managment 1992 - 1995
Skills
Investments, Finance, Investor Relations, Real Estate, Executive Management, Portfolio Management, Sales Management, Due Diligence, Asset Managment, Sales, Customer Service, New Business Development, Investment Properties, Asset Management, Customer Relations, Management, Entrepreneurship, Commercial Real Estate
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Global Business and Finance
Rochester Institute of Technology
Bachelor of Science, Business Administration
Money360 May 2015 - Present
BTFIF LLC and Sunstone Place LLC September 2005 - Present
Health Care Property Investors, Titan Corporation, Pondel/Wilkinson January 2000 - May 2005
Vining Sparks, IBG 1998 - 1999
Brown Brothers Harriman 1996 - 1997
Coast Tactical Asset Managment and Coast Asset Managment 1992 - 1995
Skills
Investments, Finance, Investor Relations, Real Estate, Executive Management, Portfolio Management, Sales Management, Due Diligence, Asset Managment, Sales, Customer Service, New Business Development, Investment Properties, Asset Management, Customer Relations, Management, Entrepreneurship, Commercial Real Estate
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Global Business and Finance
Rochester Institute of Technology
Bachelor of Science, Business Administration
M Susan Earle, PMP, CBAP in process M Susan Earle, PMP, CBAP in process's Brown Brothers Harriman Experience July 2008 - December 2008
Job Business Analyst at The Public Consulting Group
Industry Information Technology and Services
Experience
Public Consulting Group May 2013 - Present
Omgeo April 2012 - December 2012
Partners HealthCare April 2010 - April 2012
State Street February 2009 - March 2009
Brown Brothers Harriman July 2008 - December 2008
State Street Bank April 2007 - April 2008
Investors Bank & Trust September 2001 - April 2007
Brown Brothers Harriman, 40 Water Street Boston MA August 1994 - September 2001
Bradlees Incorporated, Braintree, MA April 1993 - August 1994
Hills Department Stores 1989 - 1993
Skills
SDLC, Visio, Agile Methodologies, SQL, MS Project, Oracle, FIX, Omgeo's Central Trade..., Requirements Gathering, Project Management, Quality Assurance, SharePoint, Databases
Education
Technical, Managerial 2009 — 2009
Certifications & Courses, Project Management
Plymouth State University 1971 — 1974
BA, Life Sciences
Thayer Academy 1966 — 1971
High School Diploma, College Preparatory
Derby Academy
Public Consulting Group May 2013 - Present
Omgeo April 2012 - December 2012
Partners HealthCare April 2010 - April 2012
State Street February 2009 - March 2009
Brown Brothers Harriman July 2008 - December 2008
State Street Bank April 2007 - April 2008
Investors Bank & Trust September 2001 - April 2007
Brown Brothers Harriman, 40 Water Street Boston MA August 1994 - September 2001
Bradlees Incorporated, Braintree, MA April 1993 - August 1994
Hills Department Stores 1989 - 1993
Skills
SDLC, Visio, Agile Methodologies, SQL, MS Project, Oracle, FIX, Omgeo's Central Trade..., Requirements Gathering, Project Management, Quality Assurance, SharePoint, Databases
Education
Technical, Managerial 2009 — 2009
Certifications & Courses, Project Management
Plymouth State University 1971 — 1974
BA, Life Sciences
Thayer Academy 1966 — 1971
High School Diploma, College Preparatory
Derby Academy
Joseph Cozza Joseph Cozza's Brown Brothers Harriman Experience 1989 - 1996
Job Managing Director at JP Morgan
Industry Banking
Experience
JP Morgan 1996 - Present
Brown Brothers Harriman 1989 - 1996
Philadelphia National Bank 1984 - 1989
Arthur Andersen & Co. 1981 - 1982
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Wealth Management, Private Equity, Investment Banking, Asset Management, Investments
Education
Penn State University 1977 — 1981
BS, MBA, Accounting, Finance
JP Morgan 1996 - Present
Brown Brothers Harriman 1989 - 1996
Philadelphia National Bank 1984 - 1989
Arthur Andersen & Co. 1981 - 1982
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Wealth Management, Private Equity, Investment Banking, Asset Management, Investments
Education
Penn State University 1977 — 1981
BS, MBA, Accounting, Finance
Maura K. Anderson, MBA Maura K. Anderson, MBA's Brown Brothers Harriman Experience August 2013 - Present
Job Client Service Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2013 - Present
Brown Brothers Harriman July 2007 - July 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Finance, Financial Reporting, Mutual Funds, Client Services
Education
Northeastern University 2011 — 2015
Master of Business Administration (M.B.A.), Investments and Corporate Renewal
University of New Hampshire 2003 — 2007
Bachelor of Arts (B.A.), History
Brown Brothers Harriman August 2013 - Present
Brown Brothers Harriman July 2007 - July 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Finance, Financial Reporting, Mutual Funds, Client Services
Education
Northeastern University 2011 — 2015
Master of Business Administration (M.B.A.), Investments and Corporate Renewal
University of New Hampshire 2003 — 2007
Bachelor of Arts (B.A.), History
Diana Ozerovskaya's Brown Brothers Harriman Experience 2007 - 2008
Job System Analyst at BNY Mellon
Industry Information Technology and Services
Experience
Infocom Systems of NY System AnalystBNY MellonNovember 2014 - Present
Scivantage / Broadridge 2013 - August 2014
Broadridge Financial Solutions 2012 - 2013
Citi 2009 - 2012
Brown Brothers Harriman 2007 - 2008
Broadridge Financial Solutions / ADP 2006 - 2007
Citi / Smith Barney 2005 - 2006
Health Management Systems Holdings 2003 - 2004
EmblemHealth / HIP 2002 - 2003
Wells Fargo / Prudential Securities 2000 - 2002
Skills
Requirements Analysis, SDLC, Business Analysis, Enterprise Analysis /..., UML, Software Project..., Agile Methodologies, SQL, Data Warehousing, COBOL, CICS, DB2, MQ Series, Visio, VSAM, JCL, Production Support, Brokerage, Banking, Oracle, Business Intelligence, Microsoft SQL Server, Vendor Management
Education
Odessa National 'I.I. Mecnikov' University
Master of Science (MS)
Infocom Systems of NY System AnalystBNY MellonNovember 2014 - Present
Scivantage / Broadridge 2013 - August 2014
Broadridge Financial Solutions 2012 - 2013
Citi 2009 - 2012
Brown Brothers Harriman 2007 - 2008
Broadridge Financial Solutions / ADP 2006 - 2007
Citi / Smith Barney 2005 - 2006
Health Management Systems Holdings 2003 - 2004
EmblemHealth / HIP 2002 - 2003
Wells Fargo / Prudential Securities 2000 - 2002
Skills
Requirements Analysis, SDLC, Business Analysis, Enterprise Analysis /..., UML, Software Project..., Agile Methodologies, SQL, Data Warehousing, COBOL, CICS, DB2, MQ Series, Visio, VSAM, JCL, Production Support, Brokerage, Banking, Oracle, Business Intelligence, Microsoft SQL Server, Vendor Management
Education
Odessa National 'I.I. Mecnikov' University
Master of Science (MS)
Tom Rickmers Tom Rickmers's Brown Brothers Harriman Experience August 2011 - January 2012
Job Technical Analyst
Industry Information Technology and Services
Experience
Albridge, an Affiliate of Pershing January 2013 - Present
Lazard Asset Management June 2012 - Present
Lazard Asset Management June 2012 - Present
Brown Brothers Harriman August 2011 - January 2012
Thomas M. Rickmers LLC 2011 - 2012
Open Systems Technologies 2011 - 2012
Acxiom for Dun and Bradstreet February 2010 - February 2011
BNY Mellon Pershing LLC June 2003 - May 2008
BNY Mellon Pershing LLC January 1998 - June 2003
The Bank of New York February 1996 - October 1998
Skills
JCL, Software Installation, SQL DB2, CICS, WebSphere MQ, TSO, OS/390, AIX, Unix, Windows Server, IPL, SMP/E, SQL, VMware, iConnect, Putty, Blade Technology, Autosys, CA7, SDSF, VTAM, MVS, JES2, TCP/IP, FTP, NDM, SNA, Fileaid, Data Sharing, BMC Remedy, SPUFI, Service Desk, Netview, Netman, SAR, CA Dispatch, Quick Reference Guides, Maestro, Microsoft Office, Lotus Notes, Lotus Domino, Windows 7, Novell Server, Vendor Management, RSA Security, Disaster Recovery, SiteScope, IBM Tivoli, LAN-WAN, GDPS/XRC
Education
IBM 1996 — 2003
DB2 System Administration Z/os
Ocean County College 1980 — 1982
Liberal Arts
Albridge, an Affiliate of Pershing January 2013 - Present
Lazard Asset Management June 2012 - Present
Lazard Asset Management June 2012 - Present
Brown Brothers Harriman August 2011 - January 2012
Thomas M. Rickmers LLC 2011 - 2012
Open Systems Technologies 2011 - 2012
Acxiom for Dun and Bradstreet February 2010 - February 2011
BNY Mellon Pershing LLC June 2003 - May 2008
BNY Mellon Pershing LLC January 1998 - June 2003
The Bank of New York February 1996 - October 1998
Skills
JCL, Software Installation, SQL DB2, CICS, WebSphere MQ, TSO, OS/390, AIX, Unix, Windows Server, IPL, SMP/E, SQL, VMware, iConnect, Putty, Blade Technology, Autosys, CA7, SDSF, VTAM, MVS, JES2, TCP/IP, FTP, NDM, SNA, Fileaid, Data Sharing, BMC Remedy, SPUFI, Service Desk, Netview, Netman, SAR, CA Dispatch, Quick Reference Guides, Maestro, Microsoft Office, Lotus Notes, Lotus Domino, Windows 7, Novell Server, Vendor Management, RSA Security, Disaster Recovery, SiteScope, IBM Tivoli, LAN-WAN, GDPS/XRC
Education
IBM 1996 — 2003
DB2 System Administration Z/os
Ocean County College 1980 — 1982
Liberal Arts
Jeanine Khoury Jeanine Khoury's Brown Brothers Harriman Experience March 2015 - Present
Job
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman June 2010 - Present
DBM April 2008 - June 2010
JPMorgan Chase October 1982 - January 2008
JPMorgan 1982 - January 2008
JPMorgan Chase January 2002 - January 2003
The Chase Manhattan Bank 1996 - 2000
Chemical Bank 1991 - 1996
Manufacturers Hanover Trust 1982 - 1991
Skills
Program Management, Cross-functional Team..., Product Management, Business Process..., Financial Services, Team Building, Project Portfolio..., Analysis, Banking, Mergers & Acquisitions, Leadership, Payments, Risk Management, Integration, Cash Management, Strategy, CRM, Enterprise Software, SDLC, Product Development, E-commerce, Business Analysis, Project Management, PMO, Executive Management, Process Improvement, Change Management, Consulting
Education
Pace University 1982 — 1990
MBA, Finance
University of Rochester 1978 — 1982
Bachelor of Arts (B.A.), Psychology / Biology
St Joseph Hill 1974 — 1978
St. Anselm's Elementary 1966 — 1974
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman June 2010 - Present
DBM April 2008 - June 2010
JPMorgan Chase October 1982 - January 2008
JPMorgan 1982 - January 2008
JPMorgan Chase January 2002 - January 2003
The Chase Manhattan Bank 1996 - 2000
Chemical Bank 1991 - 1996
Manufacturers Hanover Trust 1982 - 1991
Skills
Program Management, Cross-functional Team..., Product Management, Business Process..., Financial Services, Team Building, Project Portfolio..., Analysis, Banking, Mergers & Acquisitions, Leadership, Payments, Risk Management, Integration, Cash Management, Strategy, CRM, Enterprise Software, SDLC, Product Development, E-commerce, Business Analysis, Project Management, PMO, Executive Management, Process Improvement, Change Management, Consulting
Education
Pace University 1982 — 1990
MBA, Finance
University of Rochester 1978 — 1982
Bachelor of Arts (B.A.), Psychology / Biology
St Joseph Hill 1974 — 1978
St. Anselm's Elementary 1966 — 1974
Omar Wahdan's Brown Brothers Harriman Experience January 2011 - June 2011
Job Accountant at Atlas Venture
Industry Financial Services
Experience
Accomplice VC June 2014 - Present
Wellington Management June 2013 - January 2014
Eze Software Group January 2012 - June 2012
Brown Brothers Harriman January 2011 - June 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft CRM, Bloomberg Terminal, CA Clarity, PeopleSoft Financial, Analysis, Financial Analysis, Financial Reporting, Journal Entries, Accounting, Valuation, Finance, Economics, Forecasting, Corporate Finance, Financial Modeling
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
The London School of Economics and Political Science (LSE) 2012 — 2012
Public Finance, Economic Theory
Friends School of Baltimore 2004 — 2009
Accomplice VC June 2014 - Present
Wellington Management June 2013 - January 2014
Eze Software Group January 2012 - June 2012
Brown Brothers Harriman January 2011 - June 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft CRM, Bloomberg Terminal, CA Clarity, PeopleSoft Financial, Analysis, Financial Analysis, Financial Reporting, Journal Entries, Accounting, Valuation, Finance, Economics, Forecasting, Corporate Finance, Financial Modeling
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
The London School of Economics and Political Science (LSE) 2012 — 2012
Public Finance, Economic Theory
Friends School of Baltimore 2004 — 2009
Brian Niederman Brian Niederman's Brown Brothers Harriman Experience February 2012 - September 2012
Job Seward & Kissel LLP
Industry Law Practice
Experience
Seward & Kissel LLP March 2015 - Present
HR Connect Employment Solutions December 2013 - Present
Comprehensive Payroll Associates/Trucept September 2012 - December 2013
Brown Brothers Harriman February 2012 - September 2012
Brown Brothers Harriman November 2010 - June 2012
Brown Brothers Harriman November 2010 - February 2012
The Angle Group June 2009 - August 2009
Skills
Mutual Funds, Analysis, Bloomberg, Hedge Funds, Equities, Financial Analysis, Trading
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Smeal College of Business 2006 — 2010
Bachelor of Science, Finance
The Pennsylvania State University, University 2006 — 2010
Finance
Seward & Kissel LLP March 2015 - Present
HR Connect Employment Solutions December 2013 - Present
Comprehensive Payroll Associates/Trucept September 2012 - December 2013
Brown Brothers Harriman February 2012 - September 2012
Brown Brothers Harriman November 2010 - June 2012
Brown Brothers Harriman November 2010 - February 2012
The Angle Group June 2009 - August 2009
Skills
Mutual Funds, Analysis, Bloomberg, Hedge Funds, Equities, Financial Analysis, Trading
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Smeal College of Business 2006 — 2010
Bachelor of Science, Finance
The Pennsylvania State University, University 2006 — 2010
Finance
Ryne Schultz Ryne Schultz's Brown Brothers Harriman Experience July 2013 - December 2013
Job Highly versatile individual with strong expository writing, economic, financial, and analytical skills
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - December 2013
Wayfair July 2012 - December 2012
Brightcove July 2011 - December 2011
Skills
Analytics, Web Analytics, Salesforce.com, Online Advertising, E-commerce, SaaS, Digital Media, Digital Marketing, Stata, Lead Generation, Digital Strategy, Social Media, Social Media Marketing, Product Management, Account Management, Python, JavaScript, VBA
Education
Northeastern University 2009 — 2013
Bachelor of Science (B.S.), Economics
Wheaton College 2008 — 2009
Brown Brothers Harriman July 2013 - December 2013
Wayfair July 2012 - December 2012
Brightcove July 2011 - December 2011
Skills
Analytics, Web Analytics, Salesforce.com, Online Advertising, E-commerce, SaaS, Digital Media, Digital Marketing, Stata, Lead Generation, Digital Strategy, Social Media, Social Media Marketing, Product Management, Account Management, Python, JavaScript, VBA
Education
Northeastern University 2009 — 2013
Bachelor of Science (B.S.), Economics
Wheaton College 2008 — 2009
Michael Beirne Michael Beirne's Brown Brothers Harriman Experience May 2011 - March 2013
Job Principal Investment Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Brown Brothers Harriman May 2011 - March 2013
Brown Brothers Harriman November 2005 - May 2011
State Street Bank 1998 - 2005
Skills
Business Analysis, Project Management, Requirements Analysis, Program Management, Process Improvement, Microsoft Office, Team Leadership, Systems Analysis, Software Implementation, Testing, Analysis
Education
Northeastern University 1994 — 1997
Bachelor of Science (B.S.), Criminal Justice
Fidelity Investments March 2013 - Present
Brown Brothers Harriman May 2011 - March 2013
Brown Brothers Harriman November 2005 - May 2011
State Street Bank 1998 - 2005
Skills
Business Analysis, Project Management, Requirements Analysis, Program Management, Process Improvement, Microsoft Office, Team Leadership, Systems Analysis, Software Implementation, Testing, Analysis
Education
Northeastern University 1994 — 1997
Bachelor of Science (B.S.), Criminal Justice
Irene Rosendale Nicastro Irene Rosendale Nicastro's Brown Brothers Harriman Experience June 2004 - July 2011
Job Senior Recruiter at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson July 2011 - Present
Brown Brothers Harriman June 2004 - July 2011
AllianceBernstein May 2001 - January 2004
Donaldson, Lufkin & Jenrette September 1982 - January 2001
Skills
Strong Relationship..., Experienced Recruitment..., Team Oriented, Sourcing, Team Building, Recruiting, Talent Acquisition, Team-oriented, Employee Training, Financial Services, Employee Relations, Human Resources, Deferred Compensation, Talent Management, Interviews, Performance Management, Personnel Management, Training, Onboarding, HRIS, Vendor Management, Temporary Placement, Employee Benefits
Education
Pace University
BA, Economics
Johnson & Johnson July 2011 - Present
Brown Brothers Harriman June 2004 - July 2011
AllianceBernstein May 2001 - January 2004
Donaldson, Lufkin & Jenrette September 1982 - January 2001
Skills
Strong Relationship..., Experienced Recruitment..., Team Oriented, Sourcing, Team Building, Recruiting, Talent Acquisition, Team-oriented, Employee Training, Financial Services, Employee Relations, Human Resources, Deferred Compensation, Talent Management, Interviews, Performance Management, Personnel Management, Training, Onboarding, HRIS, Vendor Management, Temporary Placement, Employee Benefits
Education
Pace University
BA, Economics
Billy Strackman Billy Strackman's Brown Brothers Harriman Experience August 2004 - August 2007
Job Handyman/renovation specialist
Industry Banking
Experience
Self Plumbing ProLowe's Home ImprovementMay 2009 - June 2013
Brown Brothers Harriman August 2004 - August 2007
National Bank of Canada 1987 - 2004
Education
Nyack College 2006 — 2014
presently attending, Psychology/Theology
Self Plumbing ProLowe's Home ImprovementMay 2009 - June 2013
Brown Brothers Harriman August 2004 - August 2007
National Bank of Canada 1987 - 2004
Education
Nyack College 2006 — 2014
presently attending, Psychology/Theology
Teresa Hafferty Teresa Hafferty's Brown Brothers Harriman Experience July 2010 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2010 - Present
Sun Life Financial October 2009 - July 2010
Sun Life Financial May 2009 - October 2009
Sun Life Financial August 2008 - April 2009
State Street Corporation July 2007 - August 2008
Investors Bank & Trust February 2005 - July 2007
Mercer Human Resource Consulting 1999 - 2005
Norfolk County Sheriff's Office September 1997 - March 1999
Department of Public Health/Massachusetts Hospital School August 1995 - September 1997
Skills
Microsoft Office, Vendor Management, Asset Management, Quality Center, Lotus Notes, Open Workbench, Software Asset..., Procurement, Procure to Pay, Process Improvement, Software Lifecycle..., Project Planning, Staff Management, Contractor Relations, Purchasing Processes, Hardware Purchasing, Purchasing Management, Purchasing Negotiations, Supplemental Staffing, Contingent Workforce, Contingency Management, Program Management, Purchase Management, Purchasing, Asset Managment, Supply Management, Strategic Sourcing, Sourcing, Management, Analysis, Forecasting, Change Management, Leadership, Spend Analysis, Pricing, Negotiation, Budgets, Team Leadership
Education
Northeastern University 1997 — 1998
Paralegal Certification, Law
Salve Regina University 1991 — 1995
Bachelor fo Arts, English & Communications
Brown Brothers Harriman July 2010 - Present
Sun Life Financial October 2009 - July 2010
Sun Life Financial May 2009 - October 2009
Sun Life Financial August 2008 - April 2009
State Street Corporation July 2007 - August 2008
Investors Bank & Trust February 2005 - July 2007
Mercer Human Resource Consulting 1999 - 2005
Norfolk County Sheriff's Office September 1997 - March 1999
Department of Public Health/Massachusetts Hospital School August 1995 - September 1997
Skills
Microsoft Office, Vendor Management, Asset Management, Quality Center, Lotus Notes, Open Workbench, Software Asset..., Procurement, Procure to Pay, Process Improvement, Software Lifecycle..., Project Planning, Staff Management, Contractor Relations, Purchasing Processes, Hardware Purchasing, Purchasing Management, Purchasing Negotiations, Supplemental Staffing, Contingent Workforce, Contingency Management, Program Management, Purchase Management, Purchasing, Asset Managment, Supply Management, Strategic Sourcing, Sourcing, Management, Analysis, Forecasting, Change Management, Leadership, Spend Analysis, Pricing, Negotiation, Budgets, Team Leadership
Education
Northeastern University 1997 — 1998
Paralegal Certification, Law
Salve Regina University 1991 — 1995
Bachelor fo Arts, English & Communications
Kristin D. Stanton Kristin D. Stanton's Brown Brothers Harriman Experience August 2010 - October 2011
Job Credit Risk Manager at CBIZ MHM, LLC
Industry Banking
Experience
CBIZ MHM, LLC (Credit Risk Practice) October 2011 - Present
Brown Brothers Harriman August 2010 - October 2011
TD Bank February 2007 - August 2010
Wilmington Finance, Inc. August 2005 - February 2007
Commerce Bank August 2004 - August 2005
Skills
Credit Analysis, Due Diligence, Credit Risk, Forecasting, Credit, Commercial Lending, Banking, Financial Analysis, Loans, Risk Management, Commercial Banking, Portfolio Management, Cash Flow, Financial Modeling, Financial Risk, Underwriting, Small Business Lending, Accounting, Relationship Management, Finance, Mortgage Lending, Loan Origination, Investment Banking, Mergers & Acquisitions, Financial Services
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2010
MBA, Finance
Pennsylvania State University- University Park 2000 — 2004
BA, Public Relations
CBIZ MHM, LLC (Credit Risk Practice) October 2011 - Present
Brown Brothers Harriman August 2010 - October 2011
TD Bank February 2007 - August 2010
Wilmington Finance, Inc. August 2005 - February 2007
Commerce Bank August 2004 - August 2005
Skills
Credit Analysis, Due Diligence, Credit Risk, Forecasting, Credit, Commercial Lending, Banking, Financial Analysis, Loans, Risk Management, Commercial Banking, Portfolio Management, Cash Flow, Financial Modeling, Financial Risk, Underwriting, Small Business Lending, Accounting, Relationship Management, Finance, Mortgage Lending, Loan Origination, Investment Banking, Mergers & Acquisitions, Financial Services
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2010
MBA, Finance
Pennsylvania State University- University Park 2000 — 2004
BA, Public Relations
Jeffrey Teisch Jeffrey Teisch's Brown Brothers Harriman Experience January 2014 - Present
Job Managing Director Enterprise Functions at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2013 - December 2013
Brown Brothers Harriman June 1998 - May 2013
Salomon Brothers August 1984 - May 1998
Merrill Lynch May 1983 - August 1984
Skills
Technology Management, IT Infrastructure..., Data Center, Operating Systems, Vendor Management, Business Continuity..., Disaster Recovery, Infrastructure, IT Management, Outsourcing, Security, Integration, IT Strategy, Business Analysis, Business Continuity, Financial Services, ITIL, PMO, SDLC, Business Intelligence, Leadership, Management, Enterprise Architecture, PMP, Project Portfolio..., Requirements Analysis, Cloud Computing
Education
Pace University - Lubin School of Business 1986 — 1989
Master of Business Administration (MBA), Management Information Systems, General
Merrill Lynch Corporate Systems Training Program 1983 — 1983
SUNY Albany 1979 — 1983
Bachelor of Science (BS), Computer Science and Applied Mathematics
Ramapo Senior High School - Spring Valley
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2013 - December 2013
Brown Brothers Harriman June 1998 - May 2013
Salomon Brothers August 1984 - May 1998
Merrill Lynch May 1983 - August 1984
Skills
Technology Management, IT Infrastructure..., Data Center, Operating Systems, Vendor Management, Business Continuity..., Disaster Recovery, Infrastructure, IT Management, Outsourcing, Security, Integration, IT Strategy, Business Analysis, Business Continuity, Financial Services, ITIL, PMO, SDLC, Business Intelligence, Leadership, Management, Enterprise Architecture, PMP, Project Portfolio..., Requirements Analysis, Cloud Computing
Education
Pace University - Lubin School of Business 1986 — 1989
Master of Business Administration (MBA), Management Information Systems, General
Merrill Lynch Corporate Systems Training Program 1983 — 1983
SUNY Albany 1979 — 1983
Bachelor of Science (BS), Computer Science and Applied Mathematics
Ramapo Senior High School - Spring Valley
Casey Cervenak's Brown Brothers Harriman Experience May 2008 - August 2008
Job Segment Product Manager at NRG Energy
Industry Utilities
Experience
NRG Energy March 2015 - Present
NRG Energy September 2009 - March 2015
Brown Brothers Harriman May 2008 - August 2008
Success Communications Group December 2007 - January 2008
Skills
Social Media, Web Content Management, Client Correspondence, Analytics, Marketing Communications, Online Marketing, Website Development, Marketing Strategy, Landing Page..., Direct Marketing, Email Marketing, Integrated Marketing, Digital Marketing
Education
Penn State University 2005 — 2009
Bachelor of Arts (BA), Public Relations
NRG Energy March 2015 - Present
NRG Energy September 2009 - March 2015
Brown Brothers Harriman May 2008 - August 2008
Success Communications Group December 2007 - January 2008
Skills
Social Media, Web Content Management, Client Correspondence, Analytics, Marketing Communications, Online Marketing, Website Development, Marketing Strategy, Landing Page..., Direct Marketing, Email Marketing, Integrated Marketing, Digital Marketing
Education
Penn State University 2005 — 2009
Bachelor of Arts (BA), Public Relations
Jaime Verias Jaime Verias's Brown Brothers Harriman Experience April 2007 - November 2009
Job Financial Services Professional
Industry Financial Services
Experience
First Eagle Investment Management November 2014 - Present
BNY Mellon February 2011 - August 2014
HSBC Securities December 2009 - December 2010
Brown Brothers Harriman April 2007 - November 2009
Skills
Mutual Funds, Equities, Hedge Funds, Settlement, Portfolio Management, Corporate Actions, Fixed Income, Securities, Alternative Investments, Derivatives, Financial Services, Capital Markets, Asset Management, Series 7, Investments, Foreign Exchange, Structured Products, Bloomberg, Risk Management
Education
Pace University 2000 — 2004
BA, Marketing
Saint Saviour High School 1996 — 2000
First Eagle Investment Management November 2014 - Present
BNY Mellon February 2011 - August 2014
HSBC Securities December 2009 - December 2010
Brown Brothers Harriman April 2007 - November 2009
Skills
Mutual Funds, Equities, Hedge Funds, Settlement, Portfolio Management, Corporate Actions, Fixed Income, Securities, Alternative Investments, Derivatives, Financial Services, Capital Markets, Asset Management, Series 7, Investments, Foreign Exchange, Structured Products, Bloomberg, Risk Management
Education
Pace University 2000 — 2004
BA, Marketing
Saint Saviour High School 1996 — 2000
Rebecca Knowles, MBA Rebecca Knowles, MBA's Brown Brothers Harriman Experience June 2015 - Present
Job Global Marketing and Communications Professional
Industry Marketing and Advertising
Experience
Brown Brothers Harriman June 2015 - Present
Skills
Integrated Marketing, Digital Marketing, Marketing Strategy, Market Research, Public Relations, Lead Generation, Social Media, Marketing, Marketing Communications, Strategic Communications, Project Management, Salesforce.com, Entrepreneurship, SEO, Strategy, Social Media Marketing, Marketo, Google Analytics, Content Strategy, Event Planning, Intercultural..., Change Management, Employee Engagement, Gamification, Marketing Automation
Education
Thunderbird School of Global Management 2010 — 2012
MBA, International Management
Peking University 2011 — 2011
MBA, Global Management
Vanderbilt University 1998 — 2002
BA, European Studies
Brown Brothers Harriman June 2015 - Present
Skills
Integrated Marketing, Digital Marketing, Marketing Strategy, Market Research, Public Relations, Lead Generation, Social Media, Marketing, Marketing Communications, Strategic Communications, Project Management, Salesforce.com, Entrepreneurship, SEO, Strategy, Social Media Marketing, Marketo, Google Analytics, Content Strategy, Event Planning, Intercultural..., Change Management, Employee Engagement, Gamification, Marketing Automation
Education
Thunderbird School of Global Management 2010 — 2012
MBA, International Management
Peking University 2011 — 2011
MBA, Global Management
Vanderbilt University 1998 — 2002
BA, European Studies
Nicole Madau's Brown Brothers Harriman Experience August 1997 - October 2001
Job Vice President Operations and Administration
Industry Financial Services
Experience
The TCW Group 2003 - Present
Reed Conner & Birdwell August 2002 - July 2003
Magnum Financial Group, LLC October 2001 - August 2002
Brown Brothers Harriman August 1997 - October 2001
Skills
Mutual Funds, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Investments, Equities, Hedge Funds, Asset Allocation, Financial Services, Investment Management, ETFs, Investment Strategies, Wealth Management, Series 7
Education
Pepperdine University 2000 — 2004
Bachelors of Science, Business Administration and Management, General
The TCW Group 2003 - Present
Reed Conner & Birdwell August 2002 - July 2003
Magnum Financial Group, LLC October 2001 - August 2002
Brown Brothers Harriman August 1997 - October 2001
Skills
Mutual Funds, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Investments, Equities, Hedge Funds, Asset Allocation, Financial Services, Investment Management, ETFs, Investment Strategies, Wealth Management, Series 7
Education
Pepperdine University 2000 — 2004
Bachelors of Science, Business Administration and Management, General
Tyler Meves Tyler Meves's Brown Brothers Harriman Experience June 2008 - August 2008
Job Corporate Banking Associate at TD
Industry Banking
Experience
TD May 2013 - Present
TD Bank Group March 2011 - May 2013
Sovereign Bank November 2009 - March 2011
Brown Brothers Harriman June 2008 - August 2008
Skills
Financial Analysis, Excel, Credit Analysis, Financial Modeling, Commercial Lending, Credit Risk, Banking, Financial Statement..., Financial Risk, Valuation, Capital IQ, Financial Structuring, Credit Management, Portfolio Management
Education
Penn State University 2005 — 2009
BS, Finance
TD May 2013 - Present
TD Bank Group March 2011 - May 2013
Sovereign Bank November 2009 - March 2011
Brown Brothers Harriman June 2008 - August 2008
Skills
Financial Analysis, Excel, Credit Analysis, Financial Modeling, Commercial Lending, Credit Risk, Banking, Financial Statement..., Financial Risk, Valuation, Capital IQ, Financial Structuring, Credit Management, Portfolio Management
Education
Penn State University 2005 — 2009
BS, Finance
Ken DiStefano, Jr.'s Brown Brothers Harriman Experience March 2013 - August 2014
Job Global CFO, Mars Information Services
Industry Financial Services
Experience
Mars August 2014 - Present
Brown Brothers Harriman March 2013 - August 2014
Ernst & Young May 2011 - February 2013
Ernst & Young October 2009 - May 2011
Ernst & Young March 2006 - October 2009
Ernst & Young June 2000 - March 2006
Ernst & Young June 1998 - June 2000
Ernst & Young February 1997 - June 1998
Leasing Solutions Incorporated December 1995 - February 1997
Global Processing Alliance October 1994 - December 1995
Skills
Contract Negotiation, Vendor Management, IT Asset Management, Internal Controls, Forecasting, Financial Analysis, Leases, Analysis, Financial Modeling, Budgets, Strategy, Business Process..., Process Improvement, Negotiation, Due Diligence, Management, Risk Management, Program Management, Financial Reporting, Strategic Planning, Business Intelligence, Business Analysis, IT Strategy, Auditing, Leadership, Analytics, Change Management, Finance, Cross-functional Team..., Project Planning, Mergers & Acquisitions, Accounting, Strategic Financial..., Internal Audit, Managerial Finance, Enterprise Software, Corporate Finance, Management Consulting, Enterprise Risk..., Sarbanes-Oxley Act, Business Process, ITIL
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
MBA, Finance
Old Dominion University 1990 — 1994
BS, Political Science
Mars August 2014 - Present
Brown Brothers Harriman March 2013 - August 2014
Ernst & Young May 2011 - February 2013
Ernst & Young October 2009 - May 2011
Ernst & Young March 2006 - October 2009
Ernst & Young June 2000 - March 2006
Ernst & Young June 1998 - June 2000
Ernst & Young February 1997 - June 1998
Leasing Solutions Incorporated December 1995 - February 1997
Global Processing Alliance October 1994 - December 1995
Skills
Contract Negotiation, Vendor Management, IT Asset Management, Internal Controls, Forecasting, Financial Analysis, Leases, Analysis, Financial Modeling, Budgets, Strategy, Business Process..., Process Improvement, Negotiation, Due Diligence, Management, Risk Management, Program Management, Financial Reporting, Strategic Planning, Business Intelligence, Business Analysis, IT Strategy, Auditing, Leadership, Analytics, Change Management, Finance, Cross-functional Team..., Project Planning, Mergers & Acquisitions, Accounting, Strategic Financial..., Internal Audit, Managerial Finance, Enterprise Software, Corporate Finance, Management Consulting, Enterprise Risk..., Sarbanes-Oxley Act, Business Process, ITIL
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
MBA, Finance
Old Dominion University 1990 — 1994
BS, Political Science
Sai Kumar Munikuntla's Brown Brothers Harriman Experience August 2014 - Present
Job Assistant Vice President at BBH
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
ConvergeHEALTH by Deloitte June 2010 - August 2014
Biogen Idec May 2007 - June 2010
Model N March 2005 - April 2007
GE Money Bank July 2002 - February 2005
Satyam July 2000 - June 2002
Skills
Java Enterprise Edition, Spring, Hibernate, Tomcat, Web Services, XML, JSP, Ant, Eclipse, Struts, UML, JDBC, Java, Servlets, AJAX, JMS, Software Development, Unix, Oracle, PL/SQL, SQL, JavaScript, Weblogic, SOAP, Integration, SOA, Agile Methodologies, C++, Enterprise Architecture, DB2, Spring Framework, WebLogic
Education
Osmania University 1998 — 2001
Master's degree, Computer Software and Media Applications
Osmania University 1995 — 1998
Bachelor's degree, Computer Science
Brown Brothers Harriman August 2014 - Present
ConvergeHEALTH by Deloitte June 2010 - August 2014
Biogen Idec May 2007 - June 2010
Model N March 2005 - April 2007
GE Money Bank July 2002 - February 2005
Satyam July 2000 - June 2002
Skills
Java Enterprise Edition, Spring, Hibernate, Tomcat, Web Services, XML, JSP, Ant, Eclipse, Struts, UML, JDBC, Java, Servlets, AJAX, JMS, Software Development, Unix, Oracle, PL/SQL, SQL, JavaScript, Weblogic, SOAP, Integration, SOA, Agile Methodologies, C++, Enterprise Architecture, DB2, Spring Framework, WebLogic
Education
Osmania University 1998 — 2001
Master's degree, Computer Software and Media Applications
Osmania University 1995 — 1998
Bachelor's degree, Computer Science
Charles Worden, CFA's Brown Brothers Harriman Experience February 2011 - May 2014
Job Business Analyst Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners June 2014 - Present
Brown Brothers Harriman February 2011 - May 2014
ING Financial Partners September 2009 - January 2010
Titan Worldwide May 2008 - October 2009
Skills
Accounting, Financial Analysis, Finance, Financial Reporting, Microsoft Excel, Investments, Access, PowerPoint, Strategic Financial..., Forecasting, Risk Management, Portfolio Management, Microsoft Word, Economics, Research, Microsoft Office, Customer Service, Outlook, Project Management, Lotus Notes, Private Equity, Business Analysis
Education
Pace University - Lubin School of Business 2007 — 2009
BBA, Finance
Western Connecticut State University
HarbourVest Partners June 2014 - Present
Brown Brothers Harriman February 2011 - May 2014
ING Financial Partners September 2009 - January 2010
Titan Worldwide May 2008 - October 2009
Skills
Accounting, Financial Analysis, Finance, Financial Reporting, Microsoft Excel, Investments, Access, PowerPoint, Strategic Financial..., Forecasting, Risk Management, Portfolio Management, Microsoft Word, Economics, Research, Microsoft Office, Customer Service, Outlook, Project Management, Lotus Notes, Private Equity, Business Analysis
Education
Pace University - Lubin School of Business 2007 — 2009
BBA, Finance
Western Connecticut State University
Ryan Hartley's Brown Brothers Harriman Experience April 2014 - August 2014
Job Managing Consultant at Infoverity
Industry Information Technology and Services
Experience
Infoverity June 2011 - Present
The Quickkie, Inc April 2015 - Present
Columbus Arts Ball 2009 - Present
Citrix February 2015 - September 2015
Federation of State Medical Boards January 2015 - April 2015
CooperVision September 2014 - January 2015
MetLife November 2013 - September 2014
Brown Brothers Harriman April 2014 - August 2014
Boehringer Ingelheim November 2013 - December 2013
First Command Financial Services September 2013 - October 2013
Skills
Master Data Management, Business Intelligence, Data Conversion, Data Governance, Delivery Management, Data Intergration, EIM, IT Strategy, Data Quality, Business Process Design, User Acceptance Testing, Statistical Data..., Enterprise Architecture, ETL, Consulting, CRM, Data Integration, Project Governance, Business Process, Requirements Gathering, Requirements Analysis, Management, Business Analysis
Education
Ohio University 2003 — 2007
BBA, Management Information Systems
Infoverity June 2011 - Present
The Quickkie, Inc April 2015 - Present
Columbus Arts Ball 2009 - Present
Citrix February 2015 - September 2015
Federation of State Medical Boards January 2015 - April 2015
CooperVision September 2014 - January 2015
MetLife November 2013 - September 2014
Brown Brothers Harriman April 2014 - August 2014
Boehringer Ingelheim November 2013 - December 2013
First Command Financial Services September 2013 - October 2013
Skills
Master Data Management, Business Intelligence, Data Conversion, Data Governance, Delivery Management, Data Intergration, EIM, IT Strategy, Data Quality, Business Process Design, User Acceptance Testing, Statistical Data..., Enterprise Architecture, ETL, Consulting, CRM, Data Integration, Project Governance, Business Process, Requirements Gathering, Requirements Analysis, Management, Business Analysis
Education
Ohio University 2003 — 2007
BBA, Management Information Systems
Stephen Costigliola Stephen Costigliola's Brown Brothers Harriman Experience July 2005 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2005 - Present
State Street April 1997 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Accounting, Financial Analysis, Team Leadership, Analysis, General Ledger, Financial Statements, Financial Audits, Financial Services, Mutual Funds, Financial Reporting, Financial Accounting, Fund Accounting, Account Reconciliation, External Audit, Fund Administration, Global Custody, Accounts Receivable, Bonds, Securities, Hedge Funds, Swaps, Fund Of Funds
Education
Northeastern University 2014 — 2015
Graduate Certificate in Business Administration, Business Administration and Management, General
Rhode Island College 1993 — 1997
BS Business Administration, Business Administration and Management, General
Brown Brothers Harriman July 2005 - Present
State Street April 1997 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Accounting, Financial Analysis, Team Leadership, Analysis, General Ledger, Financial Statements, Financial Audits, Financial Services, Mutual Funds, Financial Reporting, Financial Accounting, Fund Accounting, Account Reconciliation, External Audit, Fund Administration, Global Custody, Accounts Receivable, Bonds, Securities, Hedge Funds, Swaps, Fund Of Funds
Education
Northeastern University 2014 — 2015
Graduate Certificate in Business Administration, Business Administration and Management, General
Rhode Island College 1993 — 1997
BS Business Administration, Business Administration and Management, General
Robin Blatt-Eisengart Robin Blatt-Eisengart's Brown Brothers Harriman Experience December 2005 - August 2006
Job Financial Analyst/Program Manager MassDOT Real Estate
Industry Real Estate
Experience
MassDOT May 2010 - Present
United South End Settlements January 2010 - May 2010
WinnCompanies August 2006 - October 2009
Brown Brothers Harriman December 2005 - August 2006
Investors Bank & Trust November 2004 - December 2005
New England Financial January 2003 - June 2003
Ernst & Young February 2000 - July 2000
Skills
Financial Analysis, Analysis, Real Estate, Policy Analysis, Budgets, Project Management, Asset Management, Budgeting, Problem Resolution, Due Diligence, Investments, Business Relations, Real Estate Development, Real Estate Transactions, Real Estate Negotiation, Policy, Forecasting, Financial Reporting, PowerPoint, Negotiation, Portfolio Management, Financial Modeling, Accounting, Research, Contract Negotiation, Process Improvement, Corporate Finance, Problem Solving, Management, Public Policy, Sustainability, Finance, Economic Development, Strategic Planning, Real Estate Project..., Corporate Real Estate, real estate finance, public-private..., Public & Private Sectors, Strategic Partnerships, Real Estate Economics
Education
Northeastern University 2009 — 2012
Master's Degree, Urban and Regional Policy
Northeastern University 1999 — 2004
Bachelor's Degree, Finance/International Business
MassDOT May 2010 - Present
United South End Settlements January 2010 - May 2010
WinnCompanies August 2006 - October 2009
Brown Brothers Harriman December 2005 - August 2006
Investors Bank & Trust November 2004 - December 2005
New England Financial January 2003 - June 2003
Ernst & Young February 2000 - July 2000
Skills
Financial Analysis, Analysis, Real Estate, Policy Analysis, Budgets, Project Management, Asset Management, Budgeting, Problem Resolution, Due Diligence, Investments, Business Relations, Real Estate Development, Real Estate Transactions, Real Estate Negotiation, Policy, Forecasting, Financial Reporting, PowerPoint, Negotiation, Portfolio Management, Financial Modeling, Accounting, Research, Contract Negotiation, Process Improvement, Corporate Finance, Problem Solving, Management, Public Policy, Sustainability, Finance, Economic Development, Strategic Planning, Real Estate Project..., Corporate Real Estate, real estate finance, public-private..., Public & Private Sectors, Strategic Partnerships, Real Estate Economics
Education
Northeastern University 2009 — 2012
Master's Degree, Urban and Regional Policy
Northeastern University 1999 — 2004
Bachelor's Degree, Finance/International Business
Robi Neupane's Brown Brothers Harriman Experience July 2014 - December 2014
Job Visionary Social Entrepreneur
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - December 2014
Michienzie & Sawin LLC July 2013 - December 2013
Skills
Networking, Close Attention to..., Public Speaking, Leadership, Communication, Learning Quickly, Quick Thinker, Enjoy Working with..., Global Channel..., PowerPoint, Microsoft Excel, Microsoft Office, Team Building, Organization, Visual Effects, Writing, Experience Working with..., Entrepreneurship, Music Industry
Education
Northeastern University 2011 — 2015
Bachelor of Sciness in Business Administration, Finance and Marketing
Lincoln School, Nepal 2008 — 2011
High School Degree
Brown Brothers Harriman July 2014 - December 2014
Michienzie & Sawin LLC July 2013 - December 2013
Skills
Networking, Close Attention to..., Public Speaking, Leadership, Communication, Learning Quickly, Quick Thinker, Enjoy Working with..., Global Channel..., PowerPoint, Microsoft Excel, Microsoft Office, Team Building, Organization, Visual Effects, Writing, Experience Working with..., Entrepreneurship, Music Industry
Education
Northeastern University 2011 — 2015
Bachelor of Sciness in Business Administration, Finance and Marketing
Lincoln School, Nepal 2008 — 2011
High School Degree
Jasmine Haynes's Brown Brothers Harriman Experience January 2014 - March 2014
Job KYC Specialist/Transfer Agent
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
Jefferies LLC May 2014 - August 2014
ICAP April 2014 - April 2014
Brown Brothers Harriman January 2014 - March 2014
Merrill Lynch September 2013 - November 2013
Nova Southeastern University September 2012 - April 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Strategic Planning, Corporate Finance, Budgets, Financial Reporting, Customer Service, Business Strategy, Investments, Risk Management, Banking, Forecasting, Finance, Credit, Portfolio Management, Accounts Payable, Research
Education
Nova Southeastern University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
Jefferies LLC May 2014 - August 2014
ICAP April 2014 - April 2014
Brown Brothers Harriman January 2014 - March 2014
Merrill Lynch September 2013 - November 2013
Nova Southeastern University September 2012 - April 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Strategic Planning, Corporate Finance, Budgets, Financial Reporting, Customer Service, Business Strategy, Investments, Risk Management, Banking, Forecasting, Finance, Credit, Portfolio Management, Accounts Payable, Research
Education
Nova Southeastern University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Francesca Orlando Francesca Orlando's Brown Brothers Harriman Experience June 2014 - Present
Job Operations Project Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
Marchon Partners August 2012 - May 2014
roundCorner October 2011 - August 2012
Career Opportunities in the Accounting Profession (COAP) Program June 2011 - June 2011
The Brodsky Organization August 2007 - May 2009
Skills
Data Analysis, Microsoft Excel, SPSS, Leadership, PowerPoint, Access, Salesforce.com, Spanish, Visio, HTML, Italian, Pivot Tables, MySQL, SaaS, Marketing, Outlook, Statistics, Database Management, JavaScript, French, Excel, MS Project, ANOVA, Data Migration, Technical Documentation, Lotus Notes, Word, Arena, Linear Regression, Apex Data Loader, European Union, Document Management, JIRA, Wiki Markup, Lotus Connections, Dreamweaver, Release Notes, Product Management, Quality Center, Control Center, Risk Analysis, HP Quality Center, Project Management
Education
Pace University 2007 — 2011
BBA, Quantitative Business Analysis & International Management
Brown Brothers Harriman June 2014 - Present
Marchon Partners August 2012 - May 2014
roundCorner October 2011 - August 2012
Career Opportunities in the Accounting Profession (COAP) Program June 2011 - June 2011
The Brodsky Organization August 2007 - May 2009
Skills
Data Analysis, Microsoft Excel, SPSS, Leadership, PowerPoint, Access, Salesforce.com, Spanish, Visio, HTML, Italian, Pivot Tables, MySQL, SaaS, Marketing, Outlook, Statistics, Database Management, JavaScript, French, Excel, MS Project, ANOVA, Data Migration, Technical Documentation, Lotus Notes, Word, Arena, Linear Regression, Apex Data Loader, European Union, Document Management, JIRA, Wiki Markup, Lotus Connections, Dreamweaver, Release Notes, Product Management, Quality Center, Control Center, Risk Analysis, HP Quality Center, Project Management
Education
Pace University 2007 — 2011
BBA, Quantitative Business Analysis & International Management
Preston Raymond, CFA Preston Raymond, CFA's Brown Brothers Harriman Experience August 2005 - June 2007
Job Trader at Income Research & Management
Industry Financial Services
Experience
Income Research & Management January 2011 - Present
Morgan Stanley Smith Barney May 2008 - January 2011
Bear Stearns & Co June 2007 - May 2008
Brown Brothers Harriman August 2005 - June 2007
Education
Northeastern University 2000 — 2005
BSBA, Finance
Income Research & Management January 2011 - Present
Morgan Stanley Smith Barney May 2008 - January 2011
Bear Stearns & Co June 2007 - May 2008
Brown Brothers Harriman August 2005 - June 2007
Education
Northeastern University 2000 — 2005
BSBA, Finance
Cody Pannella Cody Pannella's Brown Brothers Harriman Experience November 2013 - May 2014
Job Financial Services Professional
Industry Financial Services
Experience
CLS Group. May 2014 - Present
Brown Brothers Harriman November 2013 - May 2014
Merrill Lynch May 2012 - September 2012
AXA Equitable September 2011 - June 2012
Cape Securities, Inc May 2011 - July 2011
Skills
Finance, Leadership, Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Investments, Public Speaking, Data Analysis, PowerPoint, Financial Analysis, Project Management, Research Reports, Economics, Portfolio Management, Data Analyzation, VBA, Valuation, Research, Mac OSX, Client Reports, SQL
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor's Degree, Major: Finance, Minor: Economics
Saint Peter's Preparatory, NJ 2005 — 2009
CLS Group. May 2014 - Present
Brown Brothers Harriman November 2013 - May 2014
Merrill Lynch May 2012 - September 2012
AXA Equitable September 2011 - June 2012
Cape Securities, Inc May 2011 - July 2011
Skills
Finance, Leadership, Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Investments, Public Speaking, Data Analysis, PowerPoint, Financial Analysis, Project Management, Research Reports, Economics, Portfolio Management, Data Analyzation, VBA, Valuation, Research, Mac OSX, Client Reports, SQL
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor's Degree, Major: Finance, Minor: Economics
Saint Peter's Preparatory, NJ 2005 — 2009
Michael Iasello's Brown Brothers Harriman Experience July 2011 - December 2011
Job Sales Associate
Industry Financial Services
Experience
BlackRock October 2014 - Present
GE Healthcare January 2014 - June 2014
Allen and Company June 2013 - August 2013
U.S. Commercial Service February 2013 - May 2013
Universita del Sacro Cuore July 2012 - January 2013
Commercial Instrumentation Services June 2007 - July 2012
Brown Brothers Harriman July 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Event Management, Windows, Project Management, International Relations, Databases, Outlook, Financial Analysis, Corporate Finance, Microsoft Office, Hyperion Reports, SAP Business Software
Education
Northeastern University 2009 — 2014
Bachelor of Science in International Business, Finance, 3.6
Chaminade High Schoool 2005 — 2009
BlackRock October 2014 - Present
GE Healthcare January 2014 - June 2014
Allen and Company June 2013 - August 2013
U.S. Commercial Service February 2013 - May 2013
Universita del Sacro Cuore July 2012 - January 2013
Commercial Instrumentation Services June 2007 - July 2012
Brown Brothers Harriman July 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Event Management, Windows, Project Management, International Relations, Databases, Outlook, Financial Analysis, Corporate Finance, Microsoft Office, Hyperion Reports, SAP Business Software
Education
Northeastern University 2009 — 2014
Bachelor of Science in International Business, Finance, 3.6
Chaminade High Schoool 2005 — 2009
Aimee Bucchieri Aimee Bucchieri's Brown Brothers Harriman Experience October 2008 - Present
Job Assistant Vice President
Industry Financial Services
Experience
Brown Brothers Harriman October 2008 - Present
Morgan Stanley January 2000 - July 2007
Skills
Corporate Actions, Fixed Income, Back Office, Financial Services, Middle Office, Securities, Hedge Funds, Equities, Prime Brokerage, Trading Systems, Global Custody, Settlement, Securities Lending, Mutual Funds, Series 7, Derivatives, Bloomberg, Fund Accounting, Collateral Management, Alternative Investments, Reference Data, Trading, Bloomberg Terminal, Capital Markets, Financial Markets, Asset Management, Foreign Exchange, Investment Banking
Education
Pace University 1995 — 1999
BBA, International Mgmt
Pace University - Lubin School of Business 1995 — 1999
Bachelor's degree, International Management
Brown Brothers Harriman October 2008 - Present
Morgan Stanley January 2000 - July 2007
Skills
Corporate Actions, Fixed Income, Back Office, Financial Services, Middle Office, Securities, Hedge Funds, Equities, Prime Brokerage, Trading Systems, Global Custody, Settlement, Securities Lending, Mutual Funds, Series 7, Derivatives, Bloomberg, Fund Accounting, Collateral Management, Alternative Investments, Reference Data, Trading, Bloomberg Terminal, Capital Markets, Financial Markets, Asset Management, Foreign Exchange, Investment Banking
Education
Pace University 1995 — 1999
BBA, International Mgmt
Pace University - Lubin School of Business 1995 — 1999
Bachelor's degree, International Management
Steven Baldassari's Brown Brothers Harriman Experience August 2006 - August 2010
Job Operations Relationship Manager at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. October 2014 - Present
Boston Casting January 2007 - Present
Santander Bank, N.A. May 2011 - October 2014
Durango Film Productions April 2011 - December 2013
Bleacher Report February 2011 - July 2012
Boston Private Financial Holdings, Inc. November 2010 - May 2011
Professional Staffing Group August 2010 - October 2010
Brown Brothers Harriman August 2006 - August 2010
Harvard University May 2006 - August 2006
ADVANTAGE DATA INC January 2005 - September 2005
Skills
Banking, Analysis, Project Management, Leadership, Management, Training, Microsoft Excel, Finance, Process Improvement, Business Analysis, Microsoft Office, Customer Service, Sales, Event Planning, Budgets, Time Management, Financial Analysis, Outlook, Microsoft Word, Risk Management, Human Resources, Exceptional People..., Diligent, Windows, Positive Team Player, Lotus Notes, PowerPoint, Portfolio Management, Marketing, Typing, Commercial Banking, Mergers & Acquisitions, User Acceptance Testing, Business Process..., Operational Support, Thinking Outside The Box, Organization &..., Application Lifecycle..., Team Building, Depository Operations, Building Relationships, Procedure Development, Quality Assurance, Database Administration, Quality Control, Stock Trading, Communication Skills, Operational Risk..., Bloomberg Terminal, Operational Control
Education
Northeastern University 2001 — 2006
Bachelor of Science Degree in Business Administration, Dual Major: Marketing and Finance
University of Massachusetts Boston 2001 — 2002
Business Management
University of Hartford 2000 — 2001
Acton-Boxborough Regional High School 1996 — 2000
High School, Grades 9 - 12
Santander Bank, N.A. October 2014 - Present
Boston Casting January 2007 - Present
Santander Bank, N.A. May 2011 - October 2014
Durango Film Productions April 2011 - December 2013
Bleacher Report February 2011 - July 2012
Boston Private Financial Holdings, Inc. November 2010 - May 2011
Professional Staffing Group August 2010 - October 2010
Brown Brothers Harriman August 2006 - August 2010
Harvard University May 2006 - August 2006
ADVANTAGE DATA INC January 2005 - September 2005
Skills
Banking, Analysis, Project Management, Leadership, Management, Training, Microsoft Excel, Finance, Process Improvement, Business Analysis, Microsoft Office, Customer Service, Sales, Event Planning, Budgets, Time Management, Financial Analysis, Outlook, Microsoft Word, Risk Management, Human Resources, Exceptional People..., Diligent, Windows, Positive Team Player, Lotus Notes, PowerPoint, Portfolio Management, Marketing, Typing, Commercial Banking, Mergers & Acquisitions, User Acceptance Testing, Business Process..., Operational Support, Thinking Outside The Box, Organization &..., Application Lifecycle..., Team Building, Depository Operations, Building Relationships, Procedure Development, Quality Assurance, Database Administration, Quality Control, Stock Trading, Communication Skills, Operational Risk..., Bloomberg Terminal, Operational Control
Education
Northeastern University 2001 — 2006
Bachelor of Science Degree in Business Administration, Dual Major: Marketing and Finance
University of Massachusetts Boston 2001 — 2002
Business Management
University of Hartford 2000 — 2001
Acton-Boxborough Regional High School 1996 — 2000
High School, Grades 9 - 12
Andrea Novick's Brown Brothers Harriman Experience 2005 - 2010
Job Travel Advisor
Industry Leisure, Travel & Tourism
Experience
J&A Travel February 2011 - Present
Brown Brothers Harriman 2005 - 2010
Marsh & McLennan Companies, Inc. October 1999 - December 2004
US Trust Company November 1998 - October 1999
Massachusetts General Hospital March 1998 - November 1998
UnitedHealthcare June 1996 - August 1997
Skills
Office Management, Event Planning, Customer Service, Microsoft Office, Administrative..., Time Management, Outlook, Spreadsheets, Office Administration, Social Media, Social Networking, Public Speaking
Education
Ohio University 1991 — 1996
Bachelor of Science, Health
J&A Travel February 2011 - Present
Brown Brothers Harriman 2005 - 2010
Marsh & McLennan Companies, Inc. October 1999 - December 2004
US Trust Company November 1998 - October 1999
Massachusetts General Hospital March 1998 - November 1998
UnitedHealthcare June 1996 - August 1997
Skills
Office Management, Event Planning, Customer Service, Microsoft Office, Administrative..., Time Management, Outlook, Spreadsheets, Office Administration, Social Media, Social Networking, Public Speaking
Education
Ohio University 1991 — 1996
Bachelor of Science, Health
Sherrine Milton's Brown Brothers Harriman Experience January 2010 - June 2010
Job Staff Accountant at iProspect
Industry Financial Services
Experience
Bethel Tabernacle Pentecostal Church January 2011 - Present
iProspect July 2013 - September 2014
iProspect March 2013 - July 2013
DotWell (Americorps) September 2012 - March 2013
The Boston Foundation February 2012 - July 2012
Northeastern University October 2011 - March 2012
LIFT Boston January 2011 - May 2011
Brown Brothers Harriman January 2010 - June 2010
NikeTown August 2006 - May 2007
Skills
Accounting, Accounts Payable, Accounts Receivable, A/R collections, Income Tax, Teaching, Youth Mentoring, Community Outreach, Nonprofits, Leadership, Event Planning, Fundraising, Public Speaking, Microsoft Word, Microsoft Excel, Customer Service
Education
Northeastern University 2008 — 2012
Bachelor's degree, Business Administration, Management and Operations, Human Services
Boston Latin Academy
Boston Latin Academy
Bethel Tabernacle Pentecostal Church January 2011 - Present
iProspect July 2013 - September 2014
iProspect March 2013 - July 2013
DotWell (Americorps) September 2012 - March 2013
The Boston Foundation February 2012 - July 2012
Northeastern University October 2011 - March 2012
LIFT Boston January 2011 - May 2011
Brown Brothers Harriman January 2010 - June 2010
NikeTown August 2006 - May 2007
Skills
Accounting, Accounts Payable, Accounts Receivable, A/R collections, Income Tax, Teaching, Youth Mentoring, Community Outreach, Nonprofits, Leadership, Event Planning, Fundraising, Public Speaking, Microsoft Word, Microsoft Excel, Customer Service
Education
Northeastern University 2008 — 2012
Bachelor's degree, Business Administration, Management and Operations, Human Services
Boston Latin Academy
Boston Latin Academy
Orinne McCloskey Orinne McCloskey's Brown Brothers Harriman Experience March 2006 - Present
Job Vice President & Senior Tax Product Manager, Global Tax Services
Industry Banking
Experience
Brown Brothers Harriman March 2006 - Present
Citibank 2005 - 2006
EquiServe 2000 - 2005
State Street Bank & Trust Co. March 1998 - September 2000
First Data Investor Services Group August 1993 - March 1998
First Data Corporation 1993 - 1998
Boston Financial Data Services 1981 - 1993
Skills
FATCA, Securities, Global Custody, Tax, Risk Management, Financial Services, Business Analysis, Back Office, Financial Risk, Due Diligence, Process Improvement, Relationship Management, Operational Risk..., Business Process..., Mutual Funds, Client Services, Business Requirements, Transfer Agency, Vendor Management, Management, Operational Risk
Education
Northeastern University 1982 — 1986
B.S., Management, Marketing
Brown Brothers Harriman March 2006 - Present
Citibank 2005 - 2006
EquiServe 2000 - 2005
State Street Bank & Trust Co. March 1998 - September 2000
First Data Investor Services Group August 1993 - March 1998
First Data Corporation 1993 - 1998
Boston Financial Data Services 1981 - 1993
Skills
FATCA, Securities, Global Custody, Tax, Risk Management, Financial Services, Business Analysis, Back Office, Financial Risk, Due Diligence, Process Improvement, Relationship Management, Operational Risk..., Business Process..., Mutual Funds, Client Services, Business Requirements, Transfer Agency, Vendor Management, Management, Operational Risk
Education
Northeastern University 1982 — 1986
B.S., Management, Marketing
Spencer Schlitt Spencer Schlitt's Brown Brothers Harriman Experience May 2014 - Present
Job Operations Specialist BBH
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman April 2013 - April 2014
Bank of Ireland March 2011 - July 2011
Mercedes Medical Corporation July 2010 - August 2010
Shoebuy.Com July 2009 - December 2009
General Catalyst Partners July 2008 - August 2008
Crestview Aerospace July 2007 - August 2007
Skills
Solid computer skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Teamwork, Analysis, Management, Time Management, Finance
Education
Northeastern University 2007 — 2011
Bachelor of Science (B.S.), International Business - Marketing Concentration
Dublin City University 2010 — 2011
European Business
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman April 2013 - April 2014
Bank of Ireland March 2011 - July 2011
Mercedes Medical Corporation July 2010 - August 2010
Shoebuy.Com July 2009 - December 2009
General Catalyst Partners July 2008 - August 2008
Crestview Aerospace July 2007 - August 2007
Skills
Solid computer skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Teamwork, Analysis, Management, Time Management, Finance
Education
Northeastern University 2007 — 2011
Bachelor of Science (B.S.), International Business - Marketing Concentration
Dublin City University 2010 — 2011
European Business
Corey Calajoe's Brown Brothers Harriman Experience June 2007 - August 2007
Job Senior Systems Engineer at ACORD
Industry Insurance
Experience
ACORD January 2015 - Present
ACORD January 2012 - Present
ACORD April 2009 - January 2012
FactSet Research Systems July 2008 - October 2008
Brown Brothers Harriman June 2007 - August 2007
Skills
Microsoft SQL Server, Windows Server, End User Training, VMware, SharePoint, Active Directory, Lync 2013, SCCM, IT Strategy, Enterprise Architecture, Requirements Analysis, Integration, XML, SDLC, Process Improvement, Business Analysis, Agile Methodologies, Databases
Education
Penn State University 2004 — 2008
BS, Information Sciences and Technology
Pearl River High School 2000 — 2004
ACORD January 2015 - Present
ACORD January 2012 - Present
ACORD April 2009 - January 2012
FactSet Research Systems July 2008 - October 2008
Brown Brothers Harriman June 2007 - August 2007
Skills
Microsoft SQL Server, Windows Server, End User Training, VMware, SharePoint, Active Directory, Lync 2013, SCCM, IT Strategy, Enterprise Architecture, Requirements Analysis, Integration, XML, SDLC, Process Improvement, Business Analysis, Agile Methodologies, Databases
Education
Penn State University 2004 — 2008
BS, Information Sciences and Technology
Pearl River High School 2000 — 2004
Chaitanya Chintala Chaitanya Chintala's Brown Brothers Harriman Experience November 2011 - August 2012
Job Sr SQA Analyst at SunGard
Industry Computer Software
Experience
SunGard September 2012 - Present
Brown Brothers Harriman November 2011 - August 2012
Infosys Technologies Ltd December 2010 - November 2011
Sovereign Bank September 2010 - December 2010
Lancesoft May 2006 - March 2010
GE Capital International Services February 2003 - August 2005
DELL March 2002 - February 2003
Education
Osmania University 1999 — 2002
MCA, Computer Applications
Osmania University 1996 — 1999
BSc, Mathematics, Physics and Chemistry
SunGard September 2012 - Present
Brown Brothers Harriman November 2011 - August 2012
Infosys Technologies Ltd December 2010 - November 2011
Sovereign Bank September 2010 - December 2010
Lancesoft May 2006 - March 2010
GE Capital International Services February 2003 - August 2005
DELL March 2002 - February 2003
Education
Osmania University 1999 — 2002
MCA, Computer Applications
Osmania University 1996 — 1999
BSc, Mathematics, Physics and Chemistry
Lawrence Canzoneri Lawrence Canzoneri's Brown Brothers Harriman Experience July 2001 - July 2003
Job Investment Management Accounting & Operations Professional
Industry Investment Management
Experience
Aksia June 2013 - Present
Argonaut Management, LP October 2012 - May 2013
Level Global Investors July 2003 - October 2011
Brown Brothers Harriman July 2001 - July 2003
Ernst & Young January 1999 - July 2001
D. E. Shaw & Co. May 1998 - December 1998
Ernst & Young September 1994 - April 1998
Richard A. Eisner & Co. November 1991 - September 1994
Skills
Hedge Funds, Valuation, Due Diligence, Securities, Options, Finance, Fund Accounting, Equities, Investments, Alternative Investments, Portfolio Management, Private Equity, Asset Management, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Public Accounting
Aksia June 2013 - Present
Argonaut Management, LP October 2012 - May 2013
Level Global Investors July 2003 - October 2011
Brown Brothers Harriman July 2001 - July 2003
Ernst & Young January 1999 - July 2001
D. E. Shaw & Co. May 1998 - December 1998
Ernst & Young September 1994 - April 1998
Richard A. Eisner & Co. November 1991 - September 1994
Skills
Hedge Funds, Valuation, Due Diligence, Securities, Options, Finance, Fund Accounting, Equities, Investments, Alternative Investments, Portfolio Management, Private Equity, Asset Management, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Public Accounting
Andrew R. Rizzi Andrew R. Rizzi's Brown Brothers Harriman Experience March 1987 - March 1995
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
Citigroup December 2011 - November 2013
Citigroup January 2008 - December 2011
Citigroup January 2007 - January 2008
Citigroup July 2004 - January 2007
Citigroup June 1996 - July 2004
Bear Stearns March 1995 - June 1996
Brown Brothers Harriman March 1987 - March 1995
New York Life Insurance Company June 1984 - March 1987
Amtrak March 1978 - June 1984
Skills
SDLC, Offshoring, Project Portfolio..., Data Governance, AML Monitoring, KYC, Trade Surviellance, Compliance Technology, Project Finance, Project Coordination, Project Execution, Proejct Delivery, Vendor Management, IT Management, AML, System Monitoring, Project Management, Management, Equities, Risk Management, Financial Services
Education
Stevens Institute of Technology 2000 — 2002
MS, Information Technology Management
Pace University - Lubin School of Business 1992 — 1998
BBA, Management Information Systems
JPMorgan Chase November 2013 - Present
Citigroup December 2011 - November 2013
Citigroup January 2008 - December 2011
Citigroup January 2007 - January 2008
Citigroup July 2004 - January 2007
Citigroup June 1996 - July 2004
Bear Stearns March 1995 - June 1996
Brown Brothers Harriman March 1987 - March 1995
New York Life Insurance Company June 1984 - March 1987
Amtrak March 1978 - June 1984
Skills
SDLC, Offshoring, Project Portfolio..., Data Governance, AML Monitoring, KYC, Trade Surviellance, Compliance Technology, Project Finance, Project Coordination, Project Execution, Proejct Delivery, Vendor Management, IT Management, AML, System Monitoring, Project Management, Management, Equities, Risk Management, Financial Services
Education
Stevens Institute of Technology 2000 — 2002
MS, Information Technology Management
Pace University - Lubin School of Business 1992 — 1998
BBA, Management Information Systems
Paul Hryb's Brown Brothers Harriman Experience November 2012 - Present
Job Senior Operations Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2012 - Present
Brown Brothers Harriman December 2006 - November 2012
State Street Corporation August 2004 - December 2006
First Marblehead Education Resources April 2004 - August 2004
Patriot Ledger Newspaper January 2002 - November 2002
Skills
Microsoft Excel, Mutual Funds, Microsoft Office
Education
Northeastern University 2000 — 2003
Bachelor's of Science, Journalism
Brown Brothers Harriman November 2012 - Present
Brown Brothers Harriman December 2006 - November 2012
State Street Corporation August 2004 - December 2006
First Marblehead Education Resources April 2004 - August 2004
Patriot Ledger Newspaper January 2002 - November 2002
Skills
Microsoft Excel, Mutual Funds, Microsoft Office
Education
Northeastern University 2000 — 2003
Bachelor's of Science, Journalism
Daniel Kiely Daniel Kiely's Brown Brothers Harriman Experience 2000 - 2002
Job Sr Director, Talent Acquisition at Everyday Health
Industry Human Resources
Experience
Everyday Health January 2014 - Present
LLNS Healthcare Advertising October 2013 - December 2013
Sizmek (formerly MediaMind) January 2013 - May 2013
IOMEDIA 2012 - 2012
Forest Laboratories 2011 - 2011
Freelancers Union 2008 - 2011
Jupiter Resources, Inc. 2004 - 2009
Harrison and Star 2002 - 2004
Brown Brothers Harriman 2000 - 2002
GE Capital 1998 - 2000
Skills
Performance Management, Benefits, Pharmaceuticals, Payroll, Employee Benefits, Hiring, Employee Relations, Talent Management, Technical Recruiting, HR Policies, Talent Acquisition, Job Descriptions, Human Resources, Applicant Tracking..., Executive Search, Sourcing, HR Consulting, Internet Recruiting, Contract Recruitment, Recruiting
Education
Penn State University
Master of Business Administration (MBA), Management
Penn State University
Master of Science (MS), Industrial Relations & Human Resources
Temple University - Fox School of Business and Management
BS, Management
Everyday Health January 2014 - Present
LLNS Healthcare Advertising October 2013 - December 2013
Sizmek (formerly MediaMind) January 2013 - May 2013
IOMEDIA 2012 - 2012
Forest Laboratories 2011 - 2011
Freelancers Union 2008 - 2011
Jupiter Resources, Inc. 2004 - 2009
Harrison and Star 2002 - 2004
Brown Brothers Harriman 2000 - 2002
GE Capital 1998 - 2000
Skills
Performance Management, Benefits, Pharmaceuticals, Payroll, Employee Benefits, Hiring, Employee Relations, Talent Management, Technical Recruiting, HR Policies, Talent Acquisition, Job Descriptions, Human Resources, Applicant Tracking..., Executive Search, Sourcing, HR Consulting, Internet Recruiting, Contract Recruitment, Recruiting
Education
Penn State University
Master of Business Administration (MBA), Management
Penn State University
Master of Science (MS), Industrial Relations & Human Resources
Temple University - Fox School of Business and Management
BS, Management
John M. Grove John M. Grove's Brown Brothers Harriman Experience December 2011 - August 2012
Job [RETIRED]Human Resources Business Partner at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2011 - August 2012
Next Generation Insurance Group LLC May 2011 - September 2011
Vantage Deluxe World Travel November 2010 - May 2011
Shawmut Design and Construction 2008 - 2010
First Marblehead 2006 - 2008
State Street Global Advisors SSgA June 2004 - September 2006
SunLife Financial 1998 - 2004
ADEPT, Inc 1995 - 1998
CDM 1980 - 1993
Skills
HRIS, Compensation, Succession Planning, Employee Relations, Organizational..., Downsizing, M&A due diligence, Compensation..., Deferred Compensation, Compensation & Benefit, Human Resources, Policy, Strategy, Legal Compliance, Strategic Planning, Recruiting, Talent Acquisition, HR Policies, Talent Management, Applicant Tracking..., Financial Services, Performance Management, Employee Training, Executive Coaching, Interviews, Change Management, Internal Communications, Job Descriptions, Job Evaluation, Start-ups, Organizational..., Management Review, Executive Pay, Employment Law, Management, Mergers & Acquisitions, Organizational Design, Onboarding
Education
Oakland University
Masters
Wichita State University
BA
Brown Brothers Harriman December 2011 - August 2012
Next Generation Insurance Group LLC May 2011 - September 2011
Vantage Deluxe World Travel November 2010 - May 2011
Shawmut Design and Construction 2008 - 2010
First Marblehead 2006 - 2008
State Street Global Advisors SSgA June 2004 - September 2006
SunLife Financial 1998 - 2004
ADEPT, Inc 1995 - 1998
CDM 1980 - 1993
Skills
HRIS, Compensation, Succession Planning, Employee Relations, Organizational..., Downsizing, M&A due diligence, Compensation..., Deferred Compensation, Compensation & Benefit, Human Resources, Policy, Strategy, Legal Compliance, Strategic Planning, Recruiting, Talent Acquisition, HR Policies, Talent Management, Applicant Tracking..., Financial Services, Performance Management, Employee Training, Executive Coaching, Interviews, Change Management, Internal Communications, Job Descriptions, Job Evaluation, Start-ups, Organizational..., Management Review, Executive Pay, Employment Law, Management, Mergers & Acquisitions, Organizational Design, Onboarding
Education
Oakland University
Masters
Wichita State University
BA
Harry Gutierrez Harry Gutierrez's Brown Brothers Harriman Experience June 2015 - Present
Job Talent Acquisition Partner at Brown Brothers Harriman supporting Audit/Compliance/Controllers
Industry Staffing and Recruiting
Experience
Brown Brothers Harriman June 2015 - Present
KellyOCG June 2014 - May 2015
allegistalent2 for HSBC July 2013 - June 2014
AXA Equitable November 2009 - June 2013
Deutsche Bank July 2007 - November 2008
RemX Financial Staffing 2006 - 2007
Response Companies 2003 - 2006
Skills
Full-cycle Recruiting, Direct Sourcing, Executive Search, Talent Acquisition, Salary Negotiation, Sourcing, Benefits Negotiation, SDLC, Job Descriptions, Management, Recruiting, Onboarding, Talent Management, Technical Recruiting, Interviews, Consulting, Applicant Tracking..., Internet Recruiting, Outsourcing
Education
Penn State University 1992 — 1997
B.S., Administration of Justice
Brown Brothers Harriman June 2015 - Present
KellyOCG June 2014 - May 2015
allegistalent2 for HSBC July 2013 - June 2014
AXA Equitable November 2009 - June 2013
Deutsche Bank July 2007 - November 2008
RemX Financial Staffing 2006 - 2007
Response Companies 2003 - 2006
Skills
Full-cycle Recruiting, Direct Sourcing, Executive Search, Talent Acquisition, Salary Negotiation, Sourcing, Benefits Negotiation, SDLC, Job Descriptions, Management, Recruiting, Onboarding, Talent Management, Technical Recruiting, Interviews, Consulting, Applicant Tracking..., Internet Recruiting, Outsourcing
Education
Penn State University 1992 — 1997
B.S., Administration of Justice
Sean N. Mullins's Brown Brothers Harriman Experience August 1996 - July 1997
Job Senior Project Manager
Industry Information Technology and Services
Experience
Advent Software November 2004 - Present
Eagle Investment Systems August 2000 - October 2004
State Street August 1997 - August 2000
Brown Brothers Harriman August 1996 - July 1997
State Street December 1993 - July 1996
Skills
Hedge Funds, Software Project..., Business Analysis, Financial Services, Equities, Trading Systems, Fixed Income, Requirements Analysis, Derivatives, Enterprise Software, Asset Management, Portfolio Management, Cloud Computing, Risk Management, Integration, Start-ups, Strategy, SDLC, SaaS, Agile Methodologies, Project Management
Education
Northeastern University
Bachelor of Science (BS), Finance
Advent Software November 2004 - Present
Eagle Investment Systems August 2000 - October 2004
State Street August 1997 - August 2000
Brown Brothers Harriman August 1996 - July 1997
State Street December 1993 - July 1996
Skills
Hedge Funds, Software Project..., Business Analysis, Financial Services, Equities, Trading Systems, Fixed Income, Requirements Analysis, Derivatives, Enterprise Software, Asset Management, Portfolio Management, Cloud Computing, Risk Management, Integration, Start-ups, Strategy, SDLC, SaaS, Agile Methodologies, Project Management
Education
Northeastern University
Bachelor of Science (BS), Finance
Alan Coscarelli's Brown Brothers Harriman Experience December 2007 - Present
Job Information technology professional
Industry Financial Services
Experience
Brown Brothers Harriman December 2007 - Present
Prudential Investments 1989 - July 2007
Prudential Financial 1989 - 2007
Skills
DB2, Mutual Funds, COBOL, Visio, JCL, Requirements Analysis, Business Analysis, MVS, Requirements Gathering, SDLC, Mainframe, Financial Services, Systems Analysis, Business Requirements, Vendor Management, IBM Mainframe, CICS, Visual Basic, Risk Management
Education
Pace University - Lubin School of Business 1980 — 1984
BBA
Brown Brothers Harriman December 2007 - Present
Prudential Investments 1989 - July 2007
Prudential Financial 1989 - 2007
Skills
DB2, Mutual Funds, COBOL, Visio, JCL, Requirements Analysis, Business Analysis, MVS, Requirements Gathering, SDLC, Mainframe, Financial Services, Systems Analysis, Business Requirements, Vendor Management, IBM Mainframe, CICS, Visual Basic, Risk Management
Education
Pace University - Lubin School of Business 1980 — 1984
BBA
Terry Davis, CFA's Brown Brothers Harriman Experience 1999 - 2000
Job Vice President at SmartWatt Energy, Inc.
Industry Environmental Services
Experience
SmartWatt Energy, Inc. September 2011 - Present
Merrill Lynch May 2006 - October 2011
Fidelity Investments November 2003 - May 2006
Fidelity Investments 2003 - 2006
Pioneer Investments 2002 - 2003
Brown Brothers Harriman 1999 - 2000
Skills
Financial Analysis, Risk Management, Investment Strategies, Microsoft Office, Investments, Customer Service, Asset Allocation, Microsoft Excel, Budgets, Mutual Funds, Cash Management, Financial Modeling
Education
AIMR 2004 — 2008
CFA
Northeastern University 1997 — 2002
BS/BA, Finance
SmartWatt Energy, Inc. September 2011 - Present
Merrill Lynch May 2006 - October 2011
Fidelity Investments November 2003 - May 2006
Fidelity Investments 2003 - 2006
Pioneer Investments 2002 - 2003
Brown Brothers Harriman 1999 - 2000
Skills
Financial Analysis, Risk Management, Investment Strategies, Microsoft Office, Investments, Customer Service, Asset Allocation, Microsoft Excel, Budgets, Mutual Funds, Cash Management, Financial Modeling
Education
AIMR 2004 — 2008
CFA
Northeastern University 1997 — 2002
BS/BA, Finance
Tony Pastore's Brown Brothers Harriman Experience May 1999 - Present
Job Team Lead Middle Office Implementations
Industry Financial Services
Experience
Bank of New York Mellon December 2013 - Present
Brown Brothers Harriman May 1999 - Present
Skills
Portfolio Management, Asset Managment, Investments, Financial Modeling, Due Diligence, Hedge Funds, Process Improvement, Alternative Investments, Series 7, Change Management, Strategic Planning, Derivatives, Valuation, Capital Markets, Relationship Management, Fund Administration, Wealth Management, Investment Management, Six Sigma, Corporate Actions
Education
Northern Arizona University 1996 — 1998
St. Anselm 1995 — 1996
Bank of New York Mellon December 2013 - Present
Brown Brothers Harriman May 1999 - Present
Skills
Portfolio Management, Asset Managment, Investments, Financial Modeling, Due Diligence, Hedge Funds, Process Improvement, Alternative Investments, Series 7, Change Management, Strategic Planning, Derivatives, Valuation, Capital Markets, Relationship Management, Fund Administration, Wealth Management, Investment Management, Six Sigma, Corporate Actions
Education
Northern Arizona University 1996 — 1998
St. Anselm 1995 — 1996
Sonya Yu's Brown Brothers Harriman Experience Research AssistantJohn Hancock Real Estate Investment Group1999 - 2001
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Research AssistantJohn Hancock Real Estate Investment Group1999 - 2001
Education
Northeastern University 1998 — 2003
Brown Brothers Harriman Research AssistantJohn Hancock Real Estate Investment Group1999 - 2001
Education
Northeastern University 1998 — 2003
Peggy Valenti's Brown Brothers Harriman Experience June 2006 - Present
Job Vice President Enterprise Risk Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2006 - Present
Edwards Angell Palmer & Dodge LLP 2003 - 2006
Pitney Bowes Management Services 2001 - 2003
Bradlees 1995 - 2000
Lord & Taylor 1988 - 1995
Skills
Risk Management, Budgets, Process Improvement, Business Analysis, Banking, Financial Analysis, Business Process..., Strategy, Project Management
Education
Pennsylvania State University
Bachelor of Arts (B.A.), Communications / Business
Brown Brothers Harriman June 2006 - Present
Edwards Angell Palmer & Dodge LLP 2003 - 2006
Pitney Bowes Management Services 2001 - 2003
Bradlees 1995 - 2000
Lord & Taylor 1988 - 1995
Skills
Risk Management, Budgets, Process Improvement, Business Analysis, Banking, Financial Analysis, Business Process..., Strategy, Project Management
Education
Pennsylvania State University
Bachelor of Arts (B.A.), Communications / Business
Asheq Fazlullah's Brown Brothers Harriman Experience 1996 - 1998
Job Principal at Sabr Capital
Industry Investment Management
Experience
Sabr Capital 2011 - Present
KBC Financial Products USA Inc. 2006 - 2010
JPMorgan 2005 - 2006
Hartford Investment Management Company 2002 - 2005
Charter Research, a Standard & Poor's company 1998 - 2002
Brown Brothers Harriman 1996 - 1998
SEI Investments 1994 - 1996
Skills
Fixed Income, Derivatives, Equities, Securitization, CMBS, FX Options, Funding, Emerging Markets, Real Estate, Capital Markets, Hedge Funds, Structured Products, Alternative Investments, Asset Management, Valuation, Securities, Portfolio Management, Structured Finance, Bloomberg, Investment Banking
Education
Penn State University
BS, Economics
Sabr Capital 2011 - Present
KBC Financial Products USA Inc. 2006 - 2010
JPMorgan 2005 - 2006
Hartford Investment Management Company 2002 - 2005
Charter Research, a Standard & Poor's company 1998 - 2002
Brown Brothers Harriman 1996 - 1998
SEI Investments 1994 - 1996
Skills
Fixed Income, Derivatives, Equities, Securitization, CMBS, FX Options, Funding, Emerging Markets, Real Estate, Capital Markets, Hedge Funds, Structured Products, Alternative Investments, Asset Management, Valuation, Securities, Portfolio Management, Structured Finance, Bloomberg, Investment Banking
Education
Penn State University
BS, Economics
Brian Macey's Brown Brothers Harriman Experience 2007 - Present
Job Brokerage Cashier at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2009 - Present
Brown Brothers Harriman 2007 - Present
Citigroup Smith Barney July 2007 - September 2007
Gentle Giant Moving Co. June 2004 - January 2007
Education
Norwich University 2003 — 2007
Commonwealth Financial Network May 2009 - Present
Brown Brothers Harriman 2007 - Present
Citigroup Smith Barney July 2007 - September 2007
Gentle Giant Moving Co. June 2004 - January 2007
Education
Norwich University 2003 — 2007
Karen Mui's Brown Brothers Harriman Experience June 1995 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 1995 - Present
Canadian Imperial Bank of Commerce August 1986 - May 1995
Chase Manhattan Bank June 1984 - July 1986
Skills
Financial Services, SDLC, Risk Management, Business Analysis, Fixed Income, Securities, Vendor Management, Process Improvement, Asset Management, Bloomberg, Market Data, Business Intelligence, Software Project..., Requirements Analysis, Program Management
Education
Stevens Institute of Technology 2001 — 2003
Executive Master of Technology Management
Pace University 1980 — 1984
BBA, Management Information Systems
Brown Brothers Harriman June 1995 - Present
Canadian Imperial Bank of Commerce August 1986 - May 1995
Chase Manhattan Bank June 1984 - July 1986
Skills
Financial Services, SDLC, Risk Management, Business Analysis, Fixed Income, Securities, Vendor Management, Process Improvement, Asset Management, Bloomberg, Market Data, Business Intelligence, Software Project..., Requirements Analysis, Program Management
Education
Stevens Institute of Technology 2001 — 2003
Executive Master of Technology Management
Pace University 1980 — 1984
BBA, Management Information Systems
Dana Cruz's Brown Brothers Harriman Experience July 2008 - March 2010
Job Consulting
Industry Insurance
Experience
Aflac December 2012 - Present
DC Merchant Consulting December 2013 - April 2015
Auriga USA, LLC February 2012 - June 2012
Wedge Partners June 2011 - January 2012
WJB Capital Group, Inc. April 2010 - February 2011
Brown Brothers Harriman July 2008 - March 2010
Bear Stearns April 2006 - October 2007
Bear Stearns January 2001 - April 2006
Merrill Lynch July 1999 - January 2001
Skills
Series 7, Hedge Funds, Equity Research, Equities, Bloomberg, Securities, Capital Markets, Trading, Equity Trading, Asset Managment, Trading Systems, Valuation, Investments, Derivatives, Sales, Business Development, Manage Client..., Product Development, Series 3, Series 66, Sales Presentations, Voluntary Employee..., Options, FINRA, Asset Management, Series 63, Electronic Trading, Alternative Investments, Mutual Funds, Financial Markets, Portfolio Management, Bonds, Fixed Income, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Insurance, Finance, Hedging, Financial Services, Bloomberg Terminal, Technical Analysis, Banking
Education
Pace University 1995 — 1999
Bachelor's degree, Finance
Aflac December 2012 - Present
DC Merchant Consulting December 2013 - April 2015
Auriga USA, LLC February 2012 - June 2012
Wedge Partners June 2011 - January 2012
WJB Capital Group, Inc. April 2010 - February 2011
Brown Brothers Harriman July 2008 - March 2010
Bear Stearns April 2006 - October 2007
Bear Stearns January 2001 - April 2006
Merrill Lynch July 1999 - January 2001
Skills
Series 7, Hedge Funds, Equity Research, Equities, Bloomberg, Securities, Capital Markets, Trading, Equity Trading, Asset Managment, Trading Systems, Valuation, Investments, Derivatives, Sales, Business Development, Manage Client..., Product Development, Series 3, Series 66, Sales Presentations, Voluntary Employee..., Options, FINRA, Asset Management, Series 63, Electronic Trading, Alternative Investments, Mutual Funds, Financial Markets, Portfolio Management, Bonds, Fixed Income, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Insurance, Finance, Hedging, Financial Services, Bloomberg Terminal, Technical Analysis, Banking
Education
Pace University 1995 — 1999
Bachelor's degree, Finance
Randy Small's Brown Brothers Harriman Experience March 2008 - Present
Job Program Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon - Global Outsourcing April 2013 - Present
Brown Brothers Harriman March 2008 - Present
Brown Brothers Harriman August 2006 - March 2008
Franklin Templeton Investments July 2004 - August 2006
Franklin Templeton Investments May 2000 - July 2004
Brown Brothers Harriman June 1994 - May 2000
State Street Bank 1991 - 1992
Skills
Client Services, Corporate Actions, Equities, Financial Modeling, Financial Services, Fixed Income, Global Custody, Mutual Funds, Securities, Strategy
Education
Suffolk University - Sawyer Business School 1996 — 1999
MBA, Business
Northeastern University 1990 — 1994
Sharon High School 1986 — 1989
BNY Mellon - Global Outsourcing April 2013 - Present
Brown Brothers Harriman March 2008 - Present
Brown Brothers Harriman August 2006 - March 2008
Franklin Templeton Investments July 2004 - August 2006
Franklin Templeton Investments May 2000 - July 2004
Brown Brothers Harriman June 1994 - May 2000
State Street Bank 1991 - 1992
Skills
Client Services, Corporate Actions, Equities, Financial Modeling, Financial Services, Fixed Income, Global Custody, Mutual Funds, Securities, Strategy
Education
Suffolk University - Sawyer Business School 1996 — 1999
MBA, Business
Northeastern University 1990 — 1994
Sharon High School 1986 — 1989
Mike Marvelle's Brown Brothers Harriman Experience September 1996 - June 2001
Job Project Director at Destination XL Group
Industry Retail
Experience
DXL Group (formerly Casual Male Retail Group) 2002 - Present
Brown Brothers Harriman September 1996 - June 2001
J Baker 1990 - 1996
Skills
Retail, E-commerce, Vendor Management, Management, PMO, Business Analysis, Business Intelligence, Process Improvement, Project Planning, Cross-functional Team..., Leadership, CRM, Sales, SDLC, Strategic Planning, Organizational..., Inventory Management, Project Management
Education
Northeastern University 1982 — 1985
BS, Management Information Services
DXL Group (formerly Casual Male Retail Group) 2002 - Present
Brown Brothers Harriman September 1996 - June 2001
J Baker 1990 - 1996
Skills
Retail, E-commerce, Vendor Management, Management, PMO, Business Analysis, Business Intelligence, Process Improvement, Project Planning, Cross-functional Team..., Leadership, CRM, Sales, SDLC, Strategic Planning, Organizational..., Inventory Management, Project Management
Education
Northeastern University 1982 — 1985
BS, Management Information Services
Samir Mital's Brown Brothers Harriman Experience March 2011 - April 2011
Job Consultant FX eCommerce Client Services at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - July 2014
Standard Chartered Bank January 2013 - January 2013
Barclays Capital April 2011 - July 2011
Brown Brothers Harriman March 2011 - April 2011
Credit Suisse AG November 2009 - May 2010
Brown Brothers Harriman March 2008 - August 2008
JPMorgan Chase Bank September 2005 - January 2008
Citigroup September 2003 - September 2005
Skills
FX Derivatives, Fixed Income, Credit Derivatives, Credit Risk, MS Word, Microsoft Excel, Derivatives Middle..., Foreign Exchange, Currency Swaps, FX Spots
Education
Pace University 1988 — 1992
B.B.A., Business
Pace University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
JPMorgan Chase June 2014 - July 2014
Standard Chartered Bank January 2013 - January 2013
Barclays Capital April 2011 - July 2011
Brown Brothers Harriman March 2011 - April 2011
Credit Suisse AG November 2009 - May 2010
Brown Brothers Harriman March 2008 - August 2008
JPMorgan Chase Bank September 2005 - January 2008
Citigroup September 2003 - September 2005
Skills
FX Derivatives, Fixed Income, Credit Derivatives, Credit Risk, MS Word, Microsoft Excel, Derivatives Middle..., Foreign Exchange, Currency Swaps, FX Spots
Education
Pace University 1988 — 1992
B.B.A., Business
Pace University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
Lisa (Lisa Wolk) Warren's Brown Brothers Harriman Experience 2004 - 2006
Job Project Implementation Specialist Senior at Tufts Health Plan
Industry Health, Wellness and Fitness
Experience
Tufts Health Plan March 2014 - Present
Tufts Health Plan November 2012 - March 2014
Grand Circle Corporation February 2011 - October 2012
JPMorgan Chase July 2008 - December 2008
JPMorgan Chase June 2007 - July 2008
JPMorgan Chase May 2006 - June 2007
Brown Brothers Harriman 2004 - 2006
Blue Man Group 2004 - 2005
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Research, Microsoft Office, Forecasting, Staffing Plans, Workforce Management, Aspect, Business Analysis, Management, Team Building, Program Management
Education
Northwestern University 2000 — 2004
Bachelor of Arts, Economics
Silver Lake 1996 — 2000
Tufts Health Plan March 2014 - Present
Tufts Health Plan November 2012 - March 2014
Grand Circle Corporation February 2011 - October 2012
JPMorgan Chase July 2008 - December 2008
JPMorgan Chase June 2007 - July 2008
JPMorgan Chase May 2006 - June 2007
Brown Brothers Harriman 2004 - 2006
Blue Man Group 2004 - 2005
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Research, Microsoft Office, Forecasting, Staffing Plans, Workforce Management, Aspect, Business Analysis, Management, Team Building, Program Management
Education
Northwestern University 2000 — 2004
Bachelor of Arts, Economics
Silver Lake 1996 — 2000
Andrea Novick's Brown Brothers Harriman Experience Executive AssistantMarsh, Inc1999 - 2004
Job Securities Lending at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Executive AssistantMarsh, Inc1999 - 2004
Education
Ohio University 1991 — 1995
Brown Brothers Harriman Executive AssistantMarsh, Inc1999 - 2004
Education
Ohio University 1991 — 1995
Gina De Santis's Brown Brothers Harriman Experience 2003 - 2006
Job Senior Vice President at Citi
Industry Banking
Experience
Citi January 2012 - Present
Citibank March 2006 - January 2012
Brown Brothers Harriman 2003 - 2006
Skills
Sourcing, Negotiation, Procurement, Strategic Sourcing, Outsourcing, Global Sourcing, Supply Management, Contract Negotiation, Strategy, Process Improvement, Cross-functional Team..., Management, Change Management, Forecasting, Business Process..., Program Management, Supply Chain Management, Spend Analysis, Leadership, Business Strategy, Business Development, Purchasing, Contract Management, Logistics, Operations Management, Risk Management, Strategic Planning, Supply Chain
Education
Pace University - Lubin School of Business 1988 — 1992
Marketing
Citi January 2012 - Present
Citibank March 2006 - January 2012
Brown Brothers Harriman 2003 - 2006
Skills
Sourcing, Negotiation, Procurement, Strategic Sourcing, Outsourcing, Global Sourcing, Supply Management, Contract Negotiation, Strategy, Process Improvement, Cross-functional Team..., Management, Change Management, Forecasting, Business Process..., Program Management, Supply Chain Management, Spend Analysis, Leadership, Business Strategy, Business Development, Purchasing, Contract Management, Logistics, Operations Management, Risk Management, Strategic Planning, Supply Chain
Education
Pace University - Lubin School of Business 1988 — 1992
Marketing
Bill Funke's Brown Brothers Harriman Experience 1997 - 2000
Job Vice President, U.S. Equity Research Product Management at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
Win Tung's Brown Brothers Harriman Experience 1998 - 2004
Job Vice President at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management Vice PresidentDeutsche Bank2007 - Present
Brown Brothers Harriman 1998 - 2004
Education
Northeastern University
Deutsche Asset Management Vice PresidentDeutsche Bank2007 - Present
Brown Brothers Harriman 1998 - 2004
Education
Northeastern University
Scott Meves's Brown Brothers Harriman Experience May 2003 - August 2014
Job Regional President at Webster Bank
Industry Banking
Experience
Webster Bank August 2014 - Present
Brown Brothers Harriman May 2003 - August 2014
PNC Bank 1979 - 2003
Education
Penn State University 1975 — 1979
BS, Finance
Webster Bank August 2014 - Present
Brown Brothers Harriman May 2003 - August 2014
PNC Bank 1979 - 2003
Education
Penn State University 1975 — 1979
BS, Finance
Debra Sabourin's Brown Brothers Harriman Experience March 2006 - July 2008
Job ECommerce Merchandiser at Samsonite
Industry Retail
Experience
Samsonite August 2012 - Present
WeGotSoccer.com November 2009 - April 2012
Analysis Group July 2008 - November 2009
Brown Brothers Harriman March 2006 - July 2008
Boston Private Bank & Trust June 2005 - May 2007
Skills
E-commerce, Marketing, Digital Marketing, Email Marketing, Retail, Social Media
Education
Penn State University 1997 — 2001
B.A., Advertising
Samsonite August 2012 - Present
WeGotSoccer.com November 2009 - April 2012
Analysis Group July 2008 - November 2009
Brown Brothers Harriman March 2006 - July 2008
Boston Private Bank & Trust June 2005 - May 2007
Skills
E-commerce, Marketing, Digital Marketing, Email Marketing, Retail, Social Media
Education
Penn State University 1997 — 2001
B.A., Advertising
Lori Powers's Brown Brothers Harriman Experience March 1983 - January 1993
Job Vice President at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley August 2011 - Present
UBS Wealth Management May 2007 - July 2011
ADP 1998 - 2002
Brown Brothers Harriman March 1983 - January 1993
Skills
Agile Methodologies, SDLC, Process Improvement, Requirements Analysis, Business Analysis, Project Management, Risk Management, Quality Center, MS Project, Access, Testing, Quality Assurance, SharePoint, Change Management, Team Building, Team Leadership, Microsoft Excel, Business Intelligence, PeopleSoft, Analysis, Microsoft Office, Product Management, Windows
Education
Canarsie High 1976 — 1980
Pace University
Chemisty and Physics
Morgan Stanley August 2011 - Present
UBS Wealth Management May 2007 - July 2011
ADP 1998 - 2002
Brown Brothers Harriman March 1983 - January 1993
Skills
Agile Methodologies, SDLC, Process Improvement, Requirements Analysis, Business Analysis, Project Management, Risk Management, Quality Center, MS Project, Access, Testing, Quality Assurance, SharePoint, Change Management, Team Building, Team Leadership, Microsoft Excel, Business Intelligence, PeopleSoft, Analysis, Microsoft Office, Product Management, Windows
Education
Canarsie High 1976 — 1980
Pace University
Chemisty and Physics
Jonathan Curry-Edwards, CPA's Brown Brothers Harriman Experience November 2013 - Present
Job Tax Officer at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2013 - Present
Ernst & Young February 2012 - October 2013
Ernst & Young December 2010 - January 2012
CBIZ MHM, LLC November 2008 - November 2010
Skills
Accounting, Tax, Auditing, Financial Accounting, CPA, Tax Preparation, Tax Returns
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
Bachelor's degree, Accounting
Old Dominion University 2004 — 2006
Brown Brothers Harriman November 2013 - Present
Ernst & Young February 2012 - October 2013
Ernst & Young December 2010 - January 2012
CBIZ MHM, LLC November 2008 - November 2010
Skills
Accounting, Tax, Auditing, Financial Accounting, CPA, Tax Preparation, Tax Returns
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
Bachelor's degree, Accounting
Old Dominion University 2004 — 2006
Ben Strickberger's Brown Brothers Harriman Experience January 2012 - August 2013
Job Accounting Student
Industry Accounting
Experience
Jennison Associates LLC October 2013 - May 2014
Brown Brothers Harriman January 2012 - August 2013
Education
Pace University 2014 — 2015
Master's Degree, Accounting
Northwestern University
Bachelor of Arts (B.A.), Economics and Political Science
Jennison Associates LLC October 2013 - May 2014
Brown Brothers Harriman January 2012 - August 2013
Education
Pace University 2014 — 2015
Master's Degree, Accounting
Northwestern University
Bachelor of Arts (B.A.), Economics and Political Science
Ben Windsor's Brown Brothers Harriman Experience January 1999 - May 2000
Job Managing Director Albion Investment Company
Industry Financial Services
Experience
Homecare Connect May 2011 - April 2014
Federated Investors, Inc. November 2007 - October 2008
Deutsche Asset Management August 2001 - August 2003
New England Financial June 2000 - August 2001
Brown Brothers Harriman January 1999 - May 2000
Skills
Marketing Strategy, Marketing, Marketing Research, Product Marketing, Finance, Financial Reporting, Financial Analysis, Financial Accounting, Account Reconciliation, Accounting, Fund Accounting, Mutual Funds, Microsoft Office, Bloomberg, Reuters, New Business Development, Equities, Management, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2006
MBA, Marketing & Finance
Ohio Wesleyan University 1993 — 1997
BA, History
Rivers School
Homecare Connect May 2011 - April 2014
Federated Investors, Inc. November 2007 - October 2008
Deutsche Asset Management August 2001 - August 2003
New England Financial June 2000 - August 2001
Brown Brothers Harriman January 1999 - May 2000
Skills
Marketing Strategy, Marketing, Marketing Research, Product Marketing, Finance, Financial Reporting, Financial Analysis, Financial Accounting, Account Reconciliation, Accounting, Fund Accounting, Mutual Funds, Microsoft Office, Bloomberg, Reuters, New Business Development, Equities, Management, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2006
MBA, Marketing & Finance
Ohio Wesleyan University 1993 — 1997
BA, History
Rivers School
Ed D'Onofrio's Brown Brothers Harriman Experience March 1994 - April 2000
Job Hamilton Lane, Principal
Industry Financial Services
Experience
Hamilton Lane March 2009 - Present
BlackRock Financial Management March 2006 - November 2008
Deutsche Bank April 2000 - March 2006
Brown Brothers Harriman March 1994 - April 2000
Loomis Sayles January 1993 - March 1994
Goldman Sachs March 1980 - December 1992
Skills
Fixed Income, Risk Management, Equities, Portfolio Management, Bloomberg, Strategy, Investments, Trading, Financial Services, FX Options, Project Management, Operations Management, Financial Risk, Relationship Management, Hedge Funds, Management, Leadership, Alternative Investments, Asset Management, Securities, Capital Markets, Derivatives, Mutual Funds, Finance
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Finance
Pace University - Lubin School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Finance
Pace University 1976 — 1980
Bachelor of Science, Accounting/Information Systems
Hamilton Lane March 2009 - Present
BlackRock Financial Management March 2006 - November 2008
Deutsche Bank April 2000 - March 2006
Brown Brothers Harriman March 1994 - April 2000
Loomis Sayles January 1993 - March 1994
Goldman Sachs March 1980 - December 1992
Skills
Fixed Income, Risk Management, Equities, Portfolio Management, Bloomberg, Strategy, Investments, Trading, Financial Services, FX Options, Project Management, Operations Management, Financial Risk, Relationship Management, Hedge Funds, Management, Leadership, Alternative Investments, Asset Management, Securities, Capital Markets, Derivatives, Mutual Funds, Finance
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Finance
Pace University - Lubin School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Finance
Pace University 1976 — 1980
Bachelor of Science, Accounting/Information Systems
John Pizzimenti's Brown Brothers Harriman Experience April 2008 - Present
Job AML Compliance Consultant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2008 - Present
Brown Brothers Harriman February 1970 - March 2008
Skills
Financial Services, AML, Mutual Funds, Securities, OFAC, Strategic Planning
Education
Pace University - Lubin School of Business
BBA, Managerial Accounting
Brown Brothers Harriman April 2008 - Present
Brown Brothers Harriman February 1970 - March 2008
Skills
Financial Services, AML, Mutual Funds, Securities, OFAC, Strategic Planning
Education
Pace University - Lubin School of Business
BBA, Managerial Accounting
Paul Partington's Brown Brothers Harriman Experience August 1999 - June 2007
Job Senior Vice President, Multi Manager Solutions The Northern Trust Corporation
Industry Financial Services
Experience
The Northern Trust Corporation July 2009 - Present
Gresham Partners October 2007 - November 2008
JPMorgan Chase June 2007 - September 2007
Brown Brothers Harriman August 1999 - June 2007
Brown Brothers Harriman 1999 - 2007
Skills
Wealth Management, Alternative Investments, Fixed Income, Investment Strategies, Investments, Fund Of Funds, Investment Management, Financial Services, Investment Advisory, Equities, Asset Allocation, Wealth, Bonds, Business Strategy, Financial Advisory, Hedge Funds, Relationship Management, Series 63, Series 7, Portfolio Management, Asset Management, Estate Planning, Strategy, Private Equity, Financial Markets
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Strategy
University of Wisconsin-Madison - School of Business 1984 — 1989
BBA, Finance and Marketing
The Northern Trust Corporation July 2009 - Present
Gresham Partners October 2007 - November 2008
JPMorgan Chase June 2007 - September 2007
Brown Brothers Harriman August 1999 - June 2007
Brown Brothers Harriman 1999 - 2007
Skills
Wealth Management, Alternative Investments, Fixed Income, Investment Strategies, Investments, Fund Of Funds, Investment Management, Financial Services, Investment Advisory, Equities, Asset Allocation, Wealth, Bonds, Business Strategy, Financial Advisory, Hedge Funds, Relationship Management, Series 63, Series 7, Portfolio Management, Asset Management, Estate Planning, Strategy, Private Equity, Financial Markets
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Strategy
University of Wisconsin-Madison - School of Business 1984 — 1989
BBA, Finance and Marketing
Prasad Jupalli's Brown Brothers Harriman Experience May 2012 - February 2013
Job Lead Application Developer at ADP
Industry Information Technology and Services
Experience
ADP February 2013 - Present
Brown Brothers Harriman May 2012 - February 2013
Federal Reserve Bank of NY September 2010 - May 2012
Canon USA March 2007 - August 2010
TIAA-CREF April 2005 - February 2007
Tech Mahindra (formerly Mahindra Satyam) August 2004 - April 2005
Tata Consultancy Services April 1998 - July 2004
Skills
Java Enterprise Edition, Agile Methodologies, Java, SOA, Spring, SDLC, Hibernate, SQL, XML, JSP, Oracle, Web Services
Education
Osmania University 1996 — 1998
Master's Degree, Computer Science, I
ADP February 2013 - Present
Brown Brothers Harriman May 2012 - February 2013
Federal Reserve Bank of NY September 2010 - May 2012
Canon USA March 2007 - August 2010
TIAA-CREF April 2005 - February 2007
Tech Mahindra (formerly Mahindra Satyam) August 2004 - April 2005
Tata Consultancy Services April 1998 - July 2004
Skills
Java Enterprise Edition, Agile Methodologies, Java, SOA, Spring, SDLC, Hibernate, SQL, XML, JSP, Oracle, Web Services
Education
Osmania University 1996 — 1998
Master's Degree, Computer Science, I
Glenn Huo's Brown Brothers Harriman Experience August 2010 - January 2011
Job
Industry Information Technology and Services
Experience
TD Bank June 2013 - Present
Cablevision May 2013 - June 2013
Bloomberg LP January 2013 - May 2013
New York Life Insurance Company November 2012 - December 2012
Bloomberg LP April 2011 - July 2012
Brown Brothers Harriman August 2010 - January 2011
ADP December 2002 - August 2010
Lehman Brothers September 2000 - November 2002
Securities Industry Automation Corporation (SIAC), a subsidiary of NYSE April 1998 - September 2000
Cedara Software Corp. (formerly ISG Technologies Inc.) November 1995 - April 1998
Skills
Oracle, Database Design, Data Modeling, Data Modeling Patterns, Data Warehouse, OLTP, PL/SQL, Business Intelligence, Performance Tuning, Very Large Database, Green Plum, Netezza, Relational Databases, Dimensional Database, Hibernate, Design Patterns, C++, Java, TIBCO Rendezvous
Education
The University of British Columbia 1990 — 1993
Master of Science (M.Sc.), Computer Science
Peking University 1986 — 1990
Bachelor of Science (B.Sc.), Computer Science
TD Bank June 2013 - Present
Cablevision May 2013 - June 2013
Bloomberg LP January 2013 - May 2013
New York Life Insurance Company November 2012 - December 2012
Bloomberg LP April 2011 - July 2012
Brown Brothers Harriman August 2010 - January 2011
ADP December 2002 - August 2010
Lehman Brothers September 2000 - November 2002
Securities Industry Automation Corporation (SIAC), a subsidiary of NYSE April 1998 - September 2000
Cedara Software Corp. (formerly ISG Technologies Inc.) November 1995 - April 1998
Skills
Oracle, Database Design, Data Modeling, Data Modeling Patterns, Data Warehouse, OLTP, PL/SQL, Business Intelligence, Performance Tuning, Very Large Database, Green Plum, Netezza, Relational Databases, Dimensional Database, Hibernate, Design Patterns, C++, Java, TIBCO Rendezvous
Education
The University of British Columbia 1990 — 1993
Master of Science (M.Sc.), Computer Science
Peking University 1986 — 1990
Bachelor of Science (B.Sc.), Computer Science
Sandrine Maurice's Brown Brothers Harriman Experience October 2010 - April 2011
Job Municipal Evaluator at Interactive Data
Industry Financial Services
Experience
Interactive Data May 2013 - Present
Interactive Data May 2011 - May 2013
Brown Brothers Harriman October 2010 - April 2011
Bloomberg February 2010 - September 2010
Actavis May 2007 - August 2007
Alpharma May 2006 - August 2006
Skills
Data Analysis, PowerPoint, Microsoft Office, Project Management, Microsoft Word, Management, SQL, Bloomberg, Research, Microsoft Excel, Financial Modeling, Financial Analysis, Reporting & Analysis, Finance, Analysis, Valuation, Municipal Bonds, Structured Products, Leading Meetings, Fixed Income
Education
University of Paris I: Panthéon-Sorbonne 2009 — 2009
Certificat, French
Penn State University 2005 — 2009
BS, Finance
Interactive Data May 2013 - Present
Interactive Data May 2011 - May 2013
Brown Brothers Harriman October 2010 - April 2011
Bloomberg February 2010 - September 2010
Actavis May 2007 - August 2007
Alpharma May 2006 - August 2006
Skills
Data Analysis, PowerPoint, Microsoft Office, Project Management, Microsoft Word, Management, SQL, Bloomberg, Research, Microsoft Excel, Financial Modeling, Financial Analysis, Reporting & Analysis, Finance, Analysis, Valuation, Municipal Bonds, Structured Products, Leading Meetings, Fixed Income
Education
University of Paris I: Panthéon-Sorbonne 2009 — 2009
Certificat, French
Penn State University 2005 — 2009
BS, Finance
Stella Coote's Brown Brothers Harriman Experience August 2000 - November 2005
Job AVP at State Street Global Markets
Industry Financial Services
Experience
State Street June 2012 - Present
State Street Bank & Trust June 2011 - June 2012
Horizon Financial Group, Inc March 2010 - June 2011
Sun Life Financial November 2005 - February 2009
Sun Life Financial November 2005 - September 2007
Brown Brothers Harriman August 2000 - November 2005
Brown & Company Securities January 1997 - August 2000
Skills
Leadership, Financial Markets, Derivatives, Business Process..., Creative Problem Solving, Team Building, Customer Service, Dodd-Frank, Series 7, Series 24, Series 63, series 53, Equities, Visio
Education
Northeastern University
Business Administration
State Street June 2012 - Present
State Street Bank & Trust June 2011 - June 2012
Horizon Financial Group, Inc March 2010 - June 2011
Sun Life Financial November 2005 - February 2009
Sun Life Financial November 2005 - September 2007
Brown Brothers Harriman August 2000 - November 2005
Brown & Company Securities January 1997 - August 2000
Skills
Leadership, Financial Markets, Derivatives, Business Process..., Creative Problem Solving, Team Building, Customer Service, Dodd-Frank, Series 7, Series 24, Series 63, series 53, Equities, Visio
Education
Northeastern University
Business Administration
Ari Bushati's Brown Brothers Harriman Experience November 2008 - December 2008
Job Assistant Real Estate Manager at CBRE
Industry Real Estate
Experience
CBRE September 2013 - Present
ABM Industries September 2011 - September 2013
ABM Industries January 2010 - August 2011
ABM Industries March 2009 - December 2009
Brown Brothers Harriman November 2008 - December 2008
DTCC May 2007 - August 2008
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelors of Business Administration, Finance
CBRE September 2013 - Present
ABM Industries September 2011 - September 2013
ABM Industries January 2010 - August 2011
ABM Industries March 2009 - December 2009
Brown Brothers Harriman November 2008 - December 2008
DTCC May 2007 - August 2008
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelors of Business Administration, Finance
James Tumulty's Brown Brothers Harriman Experience June 1998 - Present
Job Operations Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 1998 - Present
The Bank of New York May 1996 - June 1998
Bankers Trust Company September 1985 - May 1996
Skills
Settlement, Middle Office
Education
Pace University - Lubin School of Business 1984 — 1988
MBA, Organziational Development
Saint Peter's University 1979 — 1983
BS, Business Management
Brown Brothers Harriman June 1998 - Present
The Bank of New York May 1996 - June 1998
Bankers Trust Company September 1985 - May 1996
Skills
Settlement, Middle Office
Education
Pace University - Lubin School of Business 1984 — 1988
MBA, Organziational Development
Saint Peter's University 1979 — 1983
BS, Business Management
ibrahim tounkara's Brown Brothers Harriman Experience 2008 - 2009
Job PeopleSoft Financials Specialist at Accenture
Industry Information Technology and Services
Experience
Accenture 2009 - Present
Brown Brothers Harriman 2008 - 2009
UNDP 2005 - 2008
Skills
SQL, SQR, Microsoft SQL Server, PeopleCode, Active Directory, PeopleSoft, ERP, Business Analysis, Business Intelligence, Production Support, Requirements Gathering
Education
Pace University - Lubin School of Business 2005 — 2008
Master of Business Administration (MBA), Management Information Systems, General
IUP MIAGe Toulouse 2001 — 2004
Diplome d'Ingenieur Maitre
Accenture 2009 - Present
Brown Brothers Harriman 2008 - 2009
UNDP 2005 - 2008
Skills
SQL, SQR, Microsoft SQL Server, PeopleCode, Active Directory, PeopleSoft, ERP, Business Analysis, Business Intelligence, Production Support, Requirements Gathering
Education
Pace University - Lubin School of Business 2005 — 2008
Master of Business Administration (MBA), Management Information Systems, General
IUP MIAGe Toulouse 2001 — 2004
Diplome d'Ingenieur Maitre
Martha Letamendi's Brown Brothers Harriman Experience February 1981 - Present
Job Tax Administrator at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 1981 - Present
Education
Pace University
Brown Brothers Harriman February 1981 - Present
Education
Pace University
Padmani Khalsa's Brown Brothers Harriman Experience August 2011 - March 2013
Job Budget Analyst at Boston Medical Center
Industry Financial Services
Experience
Boston Medical Center August 2013 - Present
Brown Brothers Harriman August 2011 - March 2013
JPMorgan Chase December 2009 - July 2011
Wellington Management June 2007 - December 2007
Northeastern News August 2005 - July 2007
Council for International Education Exchange January 2006 - July 2006
Skills
Fund Accounting, Bloomberg, Accounting, Financial Analysis, Financial Modeling, Mutual Funds, Corporate Actions, Hedge Funds, Fixed Income, Microsoft Excel, Financial Reporting, Derivatives, Account Reconciliation
Education
Northeastern University
Bachelor of Science, Business Administration; Finance & Entrepreneurship
Boston Medical Center August 2013 - Present
Brown Brothers Harriman August 2011 - March 2013
JPMorgan Chase December 2009 - July 2011
Wellington Management June 2007 - December 2007
Northeastern News August 2005 - July 2007
Council for International Education Exchange January 2006 - July 2006
Skills
Fund Accounting, Bloomberg, Accounting, Financial Analysis, Financial Modeling, Mutual Funds, Corporate Actions, Hedge Funds, Fixed Income, Microsoft Excel, Financial Reporting, Derivatives, Account Reconciliation
Education
Northeastern University
Bachelor of Science, Business Administration; Finance & Entrepreneurship
warren rosen's Brown Brothers Harriman Experience January 1972 - December 1991
Job Independent Financial Services Professional
Industry Financial Services
Experience
Prudential Financial 1993 - 2003
Brown Brothers Harriman January 1972 - December 1991
Education
Pace University 1967 — 1973
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3+
Prudential Financial 1993 - 2003
Brown Brothers Harriman January 1972 - December 1991
Education
Pace University 1967 — 1973
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3+
Nick Neroutsos's Brown Brothers Harriman Experience November 2010 - Present
Job Enterprise Services, Facilities Management Brown Brothers Harriman & Co.
Industry Facilities Services
Experience
Brown Brothers Harriman November 2010 - Present
Accenture May 2009 - November 2010
Skills
Facilities Management, Space planning, Project Management, Move Management, Space-planning, Construction, Budgets, AutoCAD, Facilities Operations, Management, Sustainability, Strategic Planning, Negotiation
Education
Northeastern University 2012 — 2014
MS, Project Management
Wentworth Institute of Technology 2004 — 2010
BS, Facilities Planning & Management
Brown Brothers Harriman November 2010 - Present
Accenture May 2009 - November 2010
Skills
Facilities Management, Space planning, Project Management, Move Management, Space-planning, Construction, Budgets, AutoCAD, Facilities Operations, Management, Sustainability, Strategic Planning, Negotiation
Education
Northeastern University 2012 — 2014
MS, Project Management
Wentworth Institute of Technology 2004 — 2010
BS, Facilities Planning & Management
Zach McMahon's Brown Brothers Harriman Experience May 2012 - June 2013
Job Investment Guideline Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2013 - Present
Pioneer Investments June 2013 - September 2013
Brown Brothers Harriman May 2012 - June 2013
The Boston Company Asset Management November 2011 - April 2012
JPMorgan Chase December 2009 - March 2011
William Blair and Company June 2008 - September 2008
Skills
Trade Compliance, Compliance Software, Client Contact, Microsoft Office 2007
Education
Northwestern University 2005 — 2009
BA, Economics
Guggenheim Partners September 2013 - Present
Pioneer Investments June 2013 - September 2013
Brown Brothers Harriman May 2012 - June 2013
The Boston Company Asset Management November 2011 - April 2012
JPMorgan Chase December 2009 - March 2011
William Blair and Company June 2008 - September 2008
Skills
Trade Compliance, Compliance Software, Client Contact, Microsoft Office 2007
Education
Northwestern University 2005 — 2009
BA, Economics
Phil DeGaetano's Brown Brothers Harriman Experience 2013 - Present
Job Assistant Vice President Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2013 - Present
Brown Brothers Harriman 2010 - 2013
Citigroup 2002 - 2010
Citigroup Investment Services 2002 - 2002
Global Capital Markets LLC 1998 - 2001
Skills
Private Securities..., Equity/Derivative Trade..., Financial Crimes..., Insider Trading, Portfolio Management, AML, Banking, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Risk Management, Anti Money Laundering, Financial Risk, Securities
Education
Northern Michigan University
Bachelor's degree, Communications
Brown Brothers Harriman 2013 - Present
Brown Brothers Harriman 2010 - 2013
Citigroup 2002 - 2010
Citigroup Investment Services 2002 - 2002
Global Capital Markets LLC 1998 - 2001
Skills
Private Securities..., Equity/Derivative Trade..., Financial Crimes..., Insider Trading, Portfolio Management, AML, Banking, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Risk Management, Anti Money Laundering, Financial Risk, Securities
Education
Northern Michigan University
Bachelor's degree, Communications
Irving Jacobs's Brown Brothers Harriman Experience August 1974 - December 2007
Job Financial Services Professional
Industry Financial Services
Experience
U.S. Department of Commerce January 2010 - October 2010
Brown Brothers Harriman August 1974 - December 2007
Skills
Mutual Funds, Securities, Financial Services, Equities, Investments, Operations Management, Investment management..., Fixed Income, Global Custody, Organizational..., Investment Management, Bloomberg, Financial Analysis, Risk Management, Management, Banking, Leadership, Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1990 — 1994
Bachelor's Degree, Business Management
University of Virginia Darden School of Business 2004 — 2004
Business Administration and Management, General, Transitional Leadership
U.S. Department of Commerce January 2010 - October 2010
Brown Brothers Harriman August 1974 - December 2007
Skills
Mutual Funds, Securities, Financial Services, Equities, Investments, Operations Management, Investment management..., Fixed Income, Global Custody, Organizational..., Investment Management, Bloomberg, Financial Analysis, Risk Management, Management, Banking, Leadership, Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1990 — 1994
Bachelor's Degree, Business Management
University of Virginia Darden School of Business 2004 — 2004
Business Administration and Management, General, Transitional Leadership
Tricia Brooks's Brown Brothers Harriman Experience June 2007 - June 2010
Job Student at Penn State University
Industry Financial Services
Experience
Brown Brothers Harriman June 2007 - June 2010
Skills
Bloomberg
Education
University of Massachusetts, Amherst 2011 — 2014
Master of Business Administration (MBA), 4.0
Penn State University 1998 — 2002
Brown Brothers Harriman June 2007 - June 2010
Skills
Bloomberg
Education
University of Massachusetts, Amherst 2011 — 2014
Master of Business Administration (MBA), 4.0
Penn State University 1998 — 2002
Stanley Deusser's Brown Brothers Harriman Experience September 2010 - September 2012
Job Audit Assistant at Deloitte
Industry Financial Services
Experience
Deloitte September 2013 - Present
Brown Brothers Harriman September 2010 - September 2012
OppenheimerFunds October 2007 - July 2010
OppenheimerFunds January 2007 - October 2007
FedEx June 2005 - March 2006
Skills
Financial Analysis, Mutual Funds, Account Reconciliation, Accounting, Bonds, Financial Modeling, Investments, Valuation, Finance, Equities, Microsoft Excel, Auditing, Financial Accounting
Education
University of Denver - Daniels College of Business 2011 — 2013
Master of Science, Accountancy
Metropolitan State University of Denver
Bachelor of Arts, Economics
Otero Junior College
Associate, Science
Rangeview High School
Deloitte September 2013 - Present
Brown Brothers Harriman September 2010 - September 2012
OppenheimerFunds October 2007 - July 2010
OppenheimerFunds January 2007 - October 2007
FedEx June 2005 - March 2006
Skills
Financial Analysis, Mutual Funds, Account Reconciliation, Accounting, Bonds, Financial Modeling, Investments, Valuation, Finance, Equities, Microsoft Excel, Auditing, Financial Accounting
Education
University of Denver - Daniels College of Business 2011 — 2013
Master of Science, Accountancy
Metropolitan State University of Denver
Bachelor of Arts, Economics
Otero Junior College
Associate, Science
Rangeview High School
Jahan Zaib's Brown Brothers Harriman Experience September 2006 - Present
Job Assistant Vice President, at BBH
Industry Banking
Experience
Brown Brothers Harriman September 2006 - Present
Skills
SDLC, Risk Management, Change Management, Telecommunications, Leadership, Banking
Education
Oklahoma City University 1993 — 1996
Master of Computer Sciences, Computer Science, 3.75
Brown Brothers Harriman September 2006 - Present
Skills
SDLC, Risk Management, Change Management, Telecommunications, Leadership, Banking
Education
Oklahoma City University 1993 — 1996
Master of Computer Sciences, Computer Science, 3.75
Thomas Hojnoski's Brown Brothers Harriman Experience December 2006 - September 2013
Job Senior Consultant at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems September 2013 - Present
Brown Brothers Harriman December 2006 - September 2013
Skills
Fund Accounting, Bloomberg, Investments, Performance Measurement
Education
Thunderbird School of Global Management 2009 — 2009
Master Certificate, Global Management
Villanova University 2008 — 2008
Master Certificate, Project Management
Northeastern University 2004 — 2005
Ms, Financial Markets
University of Massachusetts, Amherst 1994 — 1998
Ba, Psychology
Eagle Investment Systems September 2013 - Present
Brown Brothers Harriman December 2006 - September 2013
Skills
Fund Accounting, Bloomberg, Investments, Performance Measurement
Education
Thunderbird School of Global Management 2009 — 2009
Master Certificate, Global Management
Villanova University 2008 — 2008
Master Certificate, Project Management
Northeastern University 2004 — 2005
Ms, Financial Markets
University of Massachusetts, Amherst 1994 — 1998
Ba, Psychology
Eva Korzeb's Brown Brothers Harriman Experience October 1981 - April 2009
Job Portfolio Manager
Industry Financial Services
Experience
N/A 2009 - Present
Brown Brothers Harriman October 1981 - April 2009
Major Manufacturing Co. 1977 - 1981
First Boston Corporation 1973 - 1976
First Boston Corporation 1971 - 1973
Skills
SDLC, Change Management, Microsoft Office, Financial Services, Risk Management, Business Analysis, Banking, Vendor Management, Equities, Requirements Analysis, Fixed Income, Process Improvement, Trading
Education
Pace University 1972 — 1974
Finance, General
St. Joseph's College 1967 — 1971
BA, Mathematics
N/A 2009 - Present
Brown Brothers Harriman October 1981 - April 2009
Major Manufacturing Co. 1977 - 1981
First Boston Corporation 1973 - 1976
First Boston Corporation 1971 - 1973
Skills
SDLC, Change Management, Microsoft Office, Financial Services, Risk Management, Business Analysis, Banking, Vendor Management, Equities, Requirements Analysis, Fixed Income, Process Improvement, Trading
Education
Pace University 1972 — 1974
Finance, General
St. Joseph's College 1967 — 1971
BA, Mathematics
Ramanjit Parmar's Brown Brothers Harriman Experience April 2007 - December 2010
Job Technical Architect
Industry Computer Software
Experience
SmartStream Technologies April 2015 - Present
SmartStream Technologies January 2011 - April 2015
Brown Brothers Harriman April 2007 - December 2010
SmartStream Technologies August 2005 - April 2007
Skills
SWIFT payments, SWIFT messaging, Requirements Analysis, User Acceptance Testing, Sybase, SaaS, Market Data, Websphere, Business Analysis, Derivatives, Back Office, Capital Markets, Requirements Gathering, Software Project..., Business Requirements, SDLC, Informatica, Agile Methodologies, Middle Office, Oracle, PL/SQL, SOA, Pre-sales, SQL, Solution Architecture, Software Implementation, Trading Systems, Weblogic, Unix Shell Scripting, Unix, Microsoft SQL Server, Enterprise Software, Databases, Financial Services, IT Strategy, Software Development, Java Enterprise Edition, Integration, XML, Banking, Investment Banking, Business Process, Business Intelligence, Enterprise Architecture, Testing, Data Warehousing, Vendor Management
Education
Pace University 2001 — 2005
Bachelor of Arts (B.A.), Computer Science
SmartStream Technologies April 2015 - Present
SmartStream Technologies January 2011 - April 2015
Brown Brothers Harriman April 2007 - December 2010
SmartStream Technologies August 2005 - April 2007
Skills
SWIFT payments, SWIFT messaging, Requirements Analysis, User Acceptance Testing, Sybase, SaaS, Market Data, Websphere, Business Analysis, Derivatives, Back Office, Capital Markets, Requirements Gathering, Software Project..., Business Requirements, SDLC, Informatica, Agile Methodologies, Middle Office, Oracle, PL/SQL, SOA, Pre-sales, SQL, Solution Architecture, Software Implementation, Trading Systems, Weblogic, Unix Shell Scripting, Unix, Microsoft SQL Server, Enterprise Software, Databases, Financial Services, IT Strategy, Software Development, Java Enterprise Edition, Integration, XML, Banking, Investment Banking, Business Process, Business Intelligence, Enterprise Architecture, Testing, Data Warehousing, Vendor Management
Education
Pace University 2001 — 2005
Bachelor of Arts (B.A.), Computer Science
Arthur J. Owens's Brown Brothers Harriman Experience December 1986 - September 1996
Job !
Industry Financial Services
Experience
Sungard Brokerage August 2005 - October 2012
Prudential Financial/Wachovia September 1996 - March 2005
Brown Brothers Harriman December 1986 - September 1996
Skills
Corporate Actions, Securities, Middle Office, Bloomberg, Fixed Income, Securities Lending, Back Office, Prime Brokerage, Equities, Derivatives, Settlement, Trading Systems, Trading, Hedge Funds, Options, FINRA, Electronic Trading, Bonds, Financial Markets, Equity Trading
Education
Pace University - Lubin School of Business
Sungard Brokerage August 2005 - October 2012
Prudential Financial/Wachovia September 1996 - March 2005
Brown Brothers Harriman December 1986 - September 1996
Skills
Corporate Actions, Securities, Middle Office, Bloomberg, Fixed Income, Securities Lending, Back Office, Prime Brokerage, Equities, Derivatives, Settlement, Trading Systems, Trading, Hedge Funds, Options, FINRA, Electronic Trading, Bonds, Financial Markets, Equity Trading
Education
Pace University - Lubin School of Business
Yan Ni Poon's Brown Brothers Harriman Experience January 2015 - June 2015
Job Student at Northeastern University
Industry International Trade and Development
Experience
Brown Brothers Harriman January 2015 - June 2015
BDO USA, LLP January 2014 - July 2014
Resorts World Sentosa August 2010 - March 2011
Julie Roberts’ Pte. Ltd. December 2006 - December 2006
Skills
Teamwork, Access, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Purchasing, Time Management, English, Microsoft Word, Outlook, Organization &..., Japanese, Mandarin, Tax Preparation, Tax Returns, Adobe Acrobat, GoSystems, Prezi, Customer Service, Event Planning, Accounting, Management, Research
Education
Northeastern University 2011 — 2016
Bachelor’s Degree, Accounting and Finance, 3.2 (as of Summer 2015)
Catholic Junior College, Singapore 2008 — 2009
High School diploma, Geography, mostly Bs
Brown Brothers Harriman January 2015 - June 2015
BDO USA, LLP January 2014 - July 2014
Resorts World Sentosa August 2010 - March 2011
Julie Roberts’ Pte. Ltd. December 2006 - December 2006
Skills
Teamwork, Access, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Purchasing, Time Management, English, Microsoft Word, Outlook, Organization &..., Japanese, Mandarin, Tax Preparation, Tax Returns, Adobe Acrobat, GoSystems, Prezi, Customer Service, Event Planning, Accounting, Management, Research
Education
Northeastern University 2011 — 2016
Bachelor’s Degree, Accounting and Finance, 3.2 (as of Summer 2015)
Catholic Junior College, Singapore 2008 — 2009
High School diploma, Geography, mostly Bs
Matt Martins's Brown Brothers Harriman Experience June 2008 - June 2013
Job Consultant at Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems July 2013 - Present
Brown Brothers Harriman June 2008 - June 2013
Education
Northeastern University 2003 — 2008
Bachelor of Science (BS), Economics
Eagle Investment Systems July 2013 - Present
Brown Brothers Harriman June 2008 - June 2013
Education
Northeastern University 2003 — 2008
Bachelor of Science (BS), Economics
Paul O'Neil's Brown Brothers Harriman Experience September 1998 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 1998 - Present
Skills
Investments, Asset Management, Portfolio Management, Series 7, Bloomberg, Banking, Capital Markets, Wealth Management, Financial Analysis, Series 63, Asset Allocation, Options, Management, Financial Services
Education
Northeastern University 1986 — 1992
Business Administration
Brown Brothers Harriman September 1998 - Present
Skills
Investments, Asset Management, Portfolio Management, Series 7, Bloomberg, Banking, Capital Markets, Wealth Management, Financial Analysis, Series 63, Asset Allocation, Options, Management, Financial Services
Education
Northeastern University 1986 — 1992
Business Administration
Christopher Royack's Brown Brothers Harriman Experience August 2002 - July 2010
Job Student at University of Massachusetts Boston
Industry Research
Experience
UMass Boston January 2010 - July 2010
BNY Mellon October 2009 - July 2010
Brown Brothers Harriman August 2002 - July 2010
Brown Brothers Harriman October 2000 - August 2002
State Street Bank March 1999 - April 2000
Mellon Trust September 1998 - March 1999
Dreyfus July 1998 - September 1998
Skills
Analysis, Training, Software Documentation, Account Reconciliation, Auditing, Research, Internal Audit, Tax, Credit, Data Analysis, Economics, Stata, Statistics, Financial Modeling, Access
Education
UMass Boston 2011 — 2013
Master of Arts (M.A.), History
Norwich University 1994 — 1998
Bachelor's degree, Political Science and Government
UMass Boston January 2010 - July 2010
BNY Mellon October 2009 - July 2010
Brown Brothers Harriman August 2002 - July 2010
Brown Brothers Harriman October 2000 - August 2002
State Street Bank March 1999 - April 2000
Mellon Trust September 1998 - March 1999
Dreyfus July 1998 - September 1998
Skills
Analysis, Training, Software Documentation, Account Reconciliation, Auditing, Research, Internal Audit, Tax, Credit, Data Analysis, Economics, Stata, Statistics, Financial Modeling, Access
Education
UMass Boston 2011 — 2013
Master of Arts (M.A.), History
Norwich University 1994 — 1998
Bachelor's degree, Political Science and Government
Anthony Galante's Brown Brothers Harriman Experience April 1995 - November 2000
Job SVP Accounting Policy Manager at Bank of America
Industry Banking
Experience
Bank of America January 2004 - Present
Merrill Lynch January 2004 - January 2009
Zurich Capital Markets November 2000 - January 2004
Brown Brothers Harriman April 1995 - November 2000
Prudential Securities, Inc July 1991 - April 1995
Skills
Technical Accounting..., Accounting, Financial Accounting, Team Leadership, Series 27, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint
Education
Pace University - Lubin School of Business 1998 — 2001
Master of Business Administration (MBA), BA Financial Management
Fairleigh Dickinson University-Metropolitan Campus
Bachelor of Science (B.S.), Accounting
Bank of America January 2004 - Present
Merrill Lynch January 2004 - January 2009
Zurich Capital Markets November 2000 - January 2004
Brown Brothers Harriman April 1995 - November 2000
Prudential Securities, Inc July 1991 - April 1995
Skills
Technical Accounting..., Accounting, Financial Accounting, Team Leadership, Series 27, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint
Education
Pace University - Lubin School of Business 1998 — 2001
Master of Business Administration (MBA), BA Financial Management
Fairleigh Dickinson University-Metropolitan Campus
Bachelor of Science (B.S.), Accounting
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation