Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Brown Brothers Harriman Salaries. You can even request information on how much does Brown Brothers Harriman pay if you want to. Learn about salaries, pros and cons of working for Brown Brothers Harriman directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
4,148 Brown Brothers Harriman employees in database. Find out everything there's to know about Brown Brothers Harriman employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Erin Bonney Casey Erin Bonney Casey's Brown Brothers Harriman Experience July 2010 - August 2012
Job Research Analyst at Bluefield Research
Industry Research
Experience
Bluefield Research September 2013 - Present
Brown Brothers Harriman July 2010 - August 2012
Awamaki January 2010 - May 2010
Grameen Research September 2009 - January 2010
Robinhood Marine Center June 2005 - September 2009
Hillview Community Center September 2008 - May 2009
Bates College/Maine Boys Network August 2008 - August 2008
Madres de Plaza de Mayo August 2007 - December 2007
Skills
Spanish, Research, English, Excel, Data Analysis, Word, Social Media, Writing, Microsoft Office, Statistics, PowerPoint, Problem Solving, Policy
Education
Oxford University 2012 — 2013
Master of Science (M.Sc.), Water science policy and management
Bates College 2005 — 2009
Bachelor's of Art, Spanish, Psychology
Bluefield Research September 2013 - Present
Brown Brothers Harriman July 2010 - August 2012
Awamaki January 2010 - May 2010
Grameen Research September 2009 - January 2010
Robinhood Marine Center June 2005 - September 2009
Hillview Community Center September 2008 - May 2009
Bates College/Maine Boys Network August 2008 - August 2008
Madres de Plaza de Mayo August 2007 - December 2007
Skills
Spanish, Research, English, Excel, Data Analysis, Word, Social Media, Writing, Microsoft Office, Statistics, PowerPoint, Problem Solving, Policy
Education
Oxford University 2012 — 2013
Master of Science (M.Sc.), Water science policy and management
Bates College 2005 — 2009
Bachelor's of Art, Spanish, Psychology
Caitlin Mooney, MSA Caitlin Mooney, MSA's Brown Brothers Harriman Experience April 2014 - Present
Job Financial Reporting Supervisor at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman April 2014 - Present
Deloitte & Touche September 2010 - April 2014
Jeffrey Morgen, CPA May 2008 - September 2010
Deloitte January 2010 - March 2010
Skills
External Audit, Microsoft Office, Bloomberg Terminal, Auditing, Financial Statements, Finance, Mutual Funds, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
MSA, Accounting
Bentley University 2005 — 2009
Bachelor of Science (BS), Double Major: Accounting & Quantitative Perspectives (BA)
Brown Brothers Harriman April 2014 - Present
Deloitte & Touche September 2010 - April 2014
Jeffrey Morgen, CPA May 2008 - September 2010
Deloitte January 2010 - March 2010
Skills
External Audit, Microsoft Office, Bloomberg Terminal, Auditing, Financial Statements, Finance, Mutual Funds, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
MSA, Accounting
Bentley University 2005 — 2009
Bachelor of Science (BS), Double Major: Accounting & Quantitative Perspectives (BA)
Pressly McCance Pressly McCance's Brown Brothers Harriman Experience December 2014 - Present
Job Sr. Fund Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman March 2011 - December 2014
Brown Brothers Harriman July 2008 - March 2011
Skills
Eagle Star accounting..., Invest 1 accounting..., MS Office Suite, Bloomberg Terminal, Mutual Funds, Bloomberg, Financial Analysis, Microsoft Office, Fixed Income
Education
University of Colorado Colorado Springs 2013 — 2016
M.B.A. Candidate
Bates College 2004 — 2008
Bachelor of Arts (B.A.), History
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman March 2011 - December 2014
Brown Brothers Harriman July 2008 - March 2011
Skills
Eagle Star accounting..., Invest 1 accounting..., MS Office Suite, Bloomberg Terminal, Mutual Funds, Bloomberg, Financial Analysis, Microsoft Office, Fixed Income
Education
University of Colorado Colorado Springs 2013 — 2016
M.B.A. Candidate
Bates College 2004 — 2008
Bachelor of Arts (B.A.), History
Stephanie Soyoung Park's Brown Brothers Harriman Experience June 2012 - August 2012
Job Strategy Consultant
Industry Information Technology and Services
Experience
IBM Internal Strategy Group September 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
Carat June 2011 - August 2011
Skills
Consulting, Strategy, Analytics, Business Analysis, Business Process..., Business Strategy, Program Management, Strategic Consulting, Economics
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Beijing Normal University 2010 — 2010
IBM Internal Strategy Group September 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
Carat June 2011 - August 2011
Skills
Consulting, Strategy, Analytics, Business Analysis, Business Process..., Business Strategy, Program Management, Strategic Consulting, Economics
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Beijing Normal University 2010 — 2010
Adi Matoshi Adi Matoshi's Brown Brothers Harriman Experience April 2010 - May 2012
Job
Industry Financial Services
Experience
The White House Office of Science and Technology Policy - Global Development Data Jam August 2014 - December 2014
U.S. Department of State 2012 - 2013
Brown Brothers Harriman April 2010 - May 2012
Brown Brothers Harriman September 2008 - April 2010
Brown Brothers Harriman June 2007 - September 2008
Skills
Emerging Markets, FX trading, Latin America, Financial Risk, International..., Project Management, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Due Diligence, Microsoft Excel, Bloomberg, EBS, Reuters 3000, Corporate Finance, Investments, Management, Equities, Research, Data Analysis, Fixed Income
Education
Bates College 2003 — 2007
Bachelor of Science (BS), Biochemistry
Horace Mann School 1999 — 2003
The White House Office of Science and Technology Policy - Global Development Data Jam August 2014 - December 2014
U.S. Department of State 2012 - 2013
Brown Brothers Harriman April 2010 - May 2012
Brown Brothers Harriman September 2008 - April 2010
Brown Brothers Harriman June 2007 - September 2008
Skills
Emerging Markets, FX trading, Latin America, Financial Risk, International..., Project Management, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Due Diligence, Microsoft Excel, Bloomberg, EBS, Reuters 3000, Corporate Finance, Investments, Management, Equities, Research, Data Analysis, Fixed Income
Education
Bates College 2003 — 2007
Bachelor of Science (BS), Biochemistry
Horace Mann School 1999 — 2003
Alden Abad's Brown Brothers Harriman Experience April 2014 - April 2015
Job Equity Trade Administrator at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2015 - Present
Brown Brothers Harriman April 2014 - April 2015
Brown Brothers Harriman December 2012 - April 2014
State Street September 2012 - December 2012
Johnson & Johnson May 2011 - September 2011
MBCR June 2010 - September 2010
Education
Bates College 2008 — 2012
B.A., Economics & Philosophy
Noble and Greenough School 2004 — 2008
Diploma
Nativity Preparatory School 2000 — 2004
Wellington Management April 2015 - Present
Brown Brothers Harriman April 2014 - April 2015
Brown Brothers Harriman December 2012 - April 2014
State Street September 2012 - December 2012
Johnson & Johnson May 2011 - September 2011
MBCR June 2010 - September 2010
Education
Bates College 2008 — 2012
B.A., Economics & Philosophy
Noble and Greenough School 2004 — 2008
Diploma
Nativity Preparatory School 2000 — 2004
Pawel Krasowski Pawel Krasowski's Brown Brothers Harriman Experience July 2014 - August 2014
Job Analyst, Ryan Labs Asset Management
Industry Capital Markets
Experience
Ryan Labs Asset Management June 2015 - Present
FXCM September 2014 - November 2014
Brown Brothers Harriman July 2014 - August 2014
IPG May 2013 - August 2013
IPG May 2012 - August 2012
Virtual Enterprise International - Assurance Services for Advanced Progress September 2010 - June 2011
KPMG US July 2010 - August 2010
Skills
Accounting, Leadership, Public Speaking, Finance, Auditing, Financial Modeling, Economics, Financial Markets, Foreign Exchange, Econometric Modeling, Investment Valuation
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA) Magna Cum Laude, Finance and Investments Major, Economics Minor, 3.75
Uniwersytet Ekonomiczny w Krakowie 2014 — 2014
Study Abroad - Spring Semester 2014, 5.0/5.0 Semester Average
Academy of Finance and Enterprise 2007 — 2011
Accounting/Finance Concentration
Ryan Labs Asset Management June 2015 - Present
FXCM September 2014 - November 2014
Brown Brothers Harriman July 2014 - August 2014
IPG May 2013 - August 2013
IPG May 2012 - August 2012
Virtual Enterprise International - Assurance Services for Advanced Progress September 2010 - June 2011
KPMG US July 2010 - August 2010
Skills
Accounting, Leadership, Public Speaking, Finance, Auditing, Financial Modeling, Economics, Financial Markets, Foreign Exchange, Econometric Modeling, Investment Valuation
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA) Magna Cum Laude, Finance and Investments Major, Economics Minor, 3.75
Uniwersytet Ekonomiczny w Krakowie 2014 — 2014
Study Abroad - Spring Semester 2014, 5.0/5.0 Semester Average
Academy of Finance and Enterprise 2007 — 2011
Accounting/Finance Concentration
Sonia R. Pitter Sonia R. Pitter's Brown Brothers Harriman Experience April 2004 - December 2014
Job Senior Business Analyst
Industry Financial Services
Experience
Brown Brothers Harriman April 2004 - December 2014
Brown Brothers Harriman April 2000 - April 2004
Banco Popular April 1995 - April 2000
Corestates Bank 1990 - 1995
Skills
Financial Services, Business Analysis, Customer Service, Relationship Management, Process Improvement, Project Management, Requirements Gathering, Test Management, Test Cases, Software Implementation, Team Leadership, Training, Budgets, Leadership, Business Requirements, Payment Systems, SWIFT Messaging, Staff Supervision, Client Services, Functional Testing, Functional Requirements, Banking, Regulatory Requirements, Regulatory Compliance, OFAC, Microsoft Excel, Cross-functional Team..., Business Process..., Microsoft Word, Project Planning, Quality Assurance, HP Quality Center, Research, Troubleshooting, Writing, SWIFT Payments, Data Security, Correspondent Banking, Risk Management, Vendor Management, Team Building, Financial Analysis, Microsoft Office, Test planning, Test Strategy, Test Execution, Requirements Analysis, SDLC, Finance, Management
Education
Baruch College, City University of New York (CUNY) 1991 — 1993
Bachelor's degree, Marketing
Brown Brothers Harriman April 2004 - December 2014
Brown Brothers Harriman April 2000 - April 2004
Banco Popular April 1995 - April 2000
Corestates Bank 1990 - 1995
Skills
Financial Services, Business Analysis, Customer Service, Relationship Management, Process Improvement, Project Management, Requirements Gathering, Test Management, Test Cases, Software Implementation, Team Leadership, Training, Budgets, Leadership, Business Requirements, Payment Systems, SWIFT Messaging, Staff Supervision, Client Services, Functional Testing, Functional Requirements, Banking, Regulatory Requirements, Regulatory Compliance, OFAC, Microsoft Excel, Cross-functional Team..., Business Process..., Microsoft Word, Project Planning, Quality Assurance, HP Quality Center, Research, Troubleshooting, Writing, SWIFT Payments, Data Security, Correspondent Banking, Risk Management, Vendor Management, Team Building, Financial Analysis, Microsoft Office, Test planning, Test Strategy, Test Execution, Requirements Analysis, SDLC, Finance, Management
Education
Baruch College, City University of New York (CUNY) 1991 — 1993
Bachelor's degree, Marketing
Zain Alvi's Brown Brothers Harriman Experience September 2014 - Present
Job Senior Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman March 2013 - September 2014
Premiership Talk June 2010 - January 2013
MIT Investment Management Company January 2011 - June 2012
Liberty Mutual Group June 2010 - October 2010
Premiership Talk January 2009 - September 2010
PricewaterhouseCoopers June 2008 - August 2008
Skills
SAP, Wordpress, Stata, Essbase, CCH, Accounting, Tax, Forecasting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Budget, Research, Social Media, Financial Analysis, Access, Leadership, Business Analysis, Strategic Planning, Risk Management, Risk Assessment, Budgets, Analysis, Process Improvement, Management, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA, Dual Concentration: Information Systems & Technology; Global Business & Markets
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Accountancy
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman March 2013 - September 2014
Premiership Talk June 2010 - January 2013
MIT Investment Management Company January 2011 - June 2012
Liberty Mutual Group June 2010 - October 2010
Premiership Talk January 2009 - September 2010
PricewaterhouseCoopers June 2008 - August 2008
Skills
SAP, Wordpress, Stata, Essbase, CCH, Accounting, Tax, Forecasting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Budget, Research, Social Media, Financial Analysis, Access, Leadership, Business Analysis, Strategic Planning, Risk Management, Risk Assessment, Budgets, Analysis, Process Improvement, Management, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA, Dual Concentration: Information Systems & Technology; Global Business & Markets
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Accountancy
Da Luo, CPA's Brown Brothers Harriman Experience August 2013 - May 2014
Job IT Audit Intern at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
Bentley University September 2014 - May 2015
Brown Brothers Harriman August 2013 - May 2014
Volunteer Income Tax Assistance February 2013 - April 2013
Suffolk University February 2012 - February 2013
PwC December 2012 - January 2013
Federal Home Loan Bank of Boston June 2012 - December 2012
Skills
Microsoft Office, Access, Accounting, Financial Analysis, QuickBooks, Microsoft SQL Server, Dreamweaver, Digital Photography, C++ Language, Java language, XBRL, Bloomberg Terminal, Lotus Notes, Summit, Crystal Reports, Visio, ReconNet, Aura, SAP, PowerPoint, Microsoft Word, Auditing, Microsoft Excel, Tax, Financial Reporting, Derivatives, Fund Administration, FAS 157, FAS 161, Accounts Payable, Confluence, Financial Accounting, Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master's Degree, Information Technology
Suffolk University - Sawyer School of Management 2012 — 2013
Master's Degree, Accounting, 3.86 out of 4.0
Donghua University 2006 — 2010
Bachelor's Degree, Information Technology, 3.5 out of 4.0
Fidelity Investments June 2015 - Present
Bentley University September 2014 - May 2015
Brown Brothers Harriman August 2013 - May 2014
Volunteer Income Tax Assistance February 2013 - April 2013
Suffolk University February 2012 - February 2013
PwC December 2012 - January 2013
Federal Home Loan Bank of Boston June 2012 - December 2012
Skills
Microsoft Office, Access, Accounting, Financial Analysis, QuickBooks, Microsoft SQL Server, Dreamweaver, Digital Photography, C++ Language, Java language, XBRL, Bloomberg Terminal, Lotus Notes, Summit, Crystal Reports, Visio, ReconNet, Aura, SAP, PowerPoint, Microsoft Word, Auditing, Microsoft Excel, Tax, Financial Reporting, Derivatives, Fund Administration, FAS 157, FAS 161, Accounts Payable, Confluence, Financial Accounting, Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master's Degree, Information Technology
Suffolk University - Sawyer School of Management 2012 — 2013
Master's Degree, Accounting, 3.86 out of 4.0
Donghua University 2006 — 2010
Bachelor's Degree, Information Technology, 3.5 out of 4.0
Charles Figueroa's Brown Brothers Harriman Experience June 1999 - November 2000
Job Family Support Worker at Community Health Link
Industry Financial Services
Experience
Community Health Link September 2013 - Present
YMCA 2007 - 2014
BNY Mellon September 2008 - May 2013
PNC Bank / BNY Mellon September 2008 - May 2013
State Street Bank December 2006 - May 2008
State Street Bank February 2003 - December 2006
Evergreen Investments/Boston Financial Data Services November 2000 - February 2003
Brown Brothers Harriman June 1999 - November 2000
State Street Bank March 1998 - May 1999
Chase Manhattan Bank, N.A June 1995 - March 1998
Skills
Banking, Mutual Funds, Financial Services, Risk Management, Portfolio Management, Relationship Management, Credit, Equities, Securities, Investments, Vendor Management, Business Analysis, Financial Analysis, Process Improvement, Fixed Income, Loans, Wealth Management, Financial Risk, Asset Management, Mergers & Acquisitions, Account Reconciliation, Trading
Education
Becker College 2005 — 2007
BSBA, Management
Cornell University 1997 — 1997
Certificate, Business Administration
Community Health Link September 2013 - Present
YMCA 2007 - 2014
BNY Mellon September 2008 - May 2013
PNC Bank / BNY Mellon September 2008 - May 2013
State Street Bank December 2006 - May 2008
State Street Bank February 2003 - December 2006
Evergreen Investments/Boston Financial Data Services November 2000 - February 2003
Brown Brothers Harriman June 1999 - November 2000
State Street Bank March 1998 - May 1999
Chase Manhattan Bank, N.A June 1995 - March 1998
Skills
Banking, Mutual Funds, Financial Services, Risk Management, Portfolio Management, Relationship Management, Credit, Equities, Securities, Investments, Vendor Management, Business Analysis, Financial Analysis, Process Improvement, Fixed Income, Loans, Wealth Management, Financial Risk, Asset Management, Mergers & Acquisitions, Account Reconciliation, Trading
Education
Becker College 2005 — 2007
BSBA, Management
Cornell University 1997 — 1997
Certificate, Business Administration
Tashri Mahabir Tashri Mahabir's Brown Brothers Harriman Experience June 2015 - Present
Job Client Experience Specialist at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman February 2015 - June 2015
United Cerebral Palsy of New York City June 2014 - July 2014
Bayview Consulting January 2014 - May 2014
New York Presbyterian Hospital March 2013 - July 2013
FasTracKids/JEI November 2011 - November 2012
Skills
Tutoring, Human Resources, Research, Microsoft Word, Microsoft Office, Data Entry
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Thomas A. Edison Career & Technical High School 2007 — 2011
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman February 2015 - June 2015
United Cerebral Palsy of New York City June 2014 - July 2014
Bayview Consulting January 2014 - May 2014
New York Presbyterian Hospital March 2013 - July 2013
FasTracKids/JEI November 2011 - November 2012
Skills
Tutoring, Human Resources, Research, Microsoft Word, Microsoft Office, Data Entry
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Thomas A. Edison Career & Technical High School 2007 — 2011
Mamadou A. Balde Mamadou A. Balde's Brown Brothers Harriman Experience January 2013 - Present
Job BMC SDE Magic Admin at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman January 2013 - Present
Modell's Sporting Goods October 2006 - January 2013
Modell's Sporting Goods October 2006 - November 2010
New York Life Insurance Company March 2005 - June 2006
Skills
Computer Hardware, Windows 7, Printers, POS, Customer Service, Office 2010, BMC Remedy, Microsoft SQL Server, Oracle 9i, Visio
Education
Baruch College 2000 — 2005
BBA - Bachelor in Business Administration, Computer Information & Systems/International Business
Laguardia Community College 1999 — 2002
AAS - Associate Degree in Applied Science, Computer Programming & Systems
Brown Brothers Harriman January 2013 - Present
Modell's Sporting Goods October 2006 - January 2013
Modell's Sporting Goods October 2006 - November 2010
New York Life Insurance Company March 2005 - June 2006
Skills
Computer Hardware, Windows 7, Printers, POS, Customer Service, Office 2010, BMC Remedy, Microsoft SQL Server, Oracle 9i, Visio
Education
Baruch College 2000 — 2005
BBA - Bachelor in Business Administration, Computer Information & Systems/International Business
Laguardia Community College 1999 — 2002
AAS - Associate Degree in Applied Science, Computer Programming & Systems
Adam Hoffman Adam Hoffman's Brown Brothers Harriman Experience October 2010 - April 2012
Job General Counsel and Chief Compliance Officer at Sandell Asset Management
Industry Law Practice
Experience
Sandell Asset Management April 2012 - Present
Brown Brothers Harriman October 2010 - April 2012
UBS Global Asset Management May 2006 - October 2010
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
JD
Drexel University 1996 — 1998
MBA, Finance & MIS
University of Rochester 1988 — 1992
BA, Russian & History
Bret Harte Elementary -> Cherry Hill East
Sandell Asset Management April 2012 - Present
Brown Brothers Harriman October 2010 - April 2012
UBS Global Asset Management May 2006 - October 2010
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
JD
Drexel University 1996 — 1998
MBA, Finance & MIS
University of Rochester 1988 — 1992
BA, Russian & History
Bret Harte Elementary -> Cherry Hill East
Phillip Silitschanu's Brown Brothers Harriman Experience February 2001 - August 2004
Job Consultant
Industry Capital Markets
Experience
Consultant December 2009 - Present
York Terrace Trustees January 2010 - August 2012
Aite Group January 2007 - December 2009
Cerulli Associates August 2004 - December 2006
Brown Brothers Harriman February 2001 - August 2004
State Street June 1999 - February 2001
Skills
Corporate Actions, Consulting, Management Consulting, Market Research, Global Business..., Editing, Thought Leadership, Capital Markets, Analysis, Mutual Funds, Asset Managment, Investments, Equities, Financial Markets, Management, Financial Services, Back Office, Risk Management, Fixed Income, Business Analysis, Asset Management, Hedge Funds, Investment Banking, Securities, Banking, Portfolio Management, FX Options, Valuation, Relationship Management, Investment Management, Options, Derivatives, Bonds, Finance, Financial Risk, Trading, Alternative Investments, Trading Systems, Commodity, Equity Derivatives, Emerging Markets, Electronic Trading, Financial Modeling, Bloomberg, Economics, Private Equity, Corporate Finance, Equity Research, ETFs, Foreign Exchange
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.), Law, 3.20
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Entrepreneurship
Boston University Questrom School of Business 1994 — 1998
BS, Finance
Pine Crest Preparatory School 1991 — 1994
H.S. Diploma
Consultant December 2009 - Present
York Terrace Trustees January 2010 - August 2012
Aite Group January 2007 - December 2009
Cerulli Associates August 2004 - December 2006
Brown Brothers Harriman February 2001 - August 2004
State Street June 1999 - February 2001
Skills
Corporate Actions, Consulting, Management Consulting, Market Research, Global Business..., Editing, Thought Leadership, Capital Markets, Analysis, Mutual Funds, Asset Managment, Investments, Equities, Financial Markets, Management, Financial Services, Back Office, Risk Management, Fixed Income, Business Analysis, Asset Management, Hedge Funds, Investment Banking, Securities, Banking, Portfolio Management, FX Options, Valuation, Relationship Management, Investment Management, Options, Derivatives, Bonds, Finance, Financial Risk, Trading, Alternative Investments, Trading Systems, Commodity, Equity Derivatives, Emerging Markets, Electronic Trading, Financial Modeling, Bloomberg, Economics, Private Equity, Corporate Finance, Equity Research, ETFs, Foreign Exchange
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.), Law, 3.20
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Entrepreneurship
Boston University Questrom School of Business 1994 — 1998
BS, Finance
Pine Crest Preparatory School 1991 — 1994
H.S. Diploma
Sahrish Khan's Brown Brothers Harriman Experience October 2014 - Present
Job Private Banking Systems Senior Business Analyst
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman March 2008 - October 2014
New York County District Attorney's Office March 2007 - March 2008
Jill Miller & Associates, P.C. November 2004 - March 2008
Skills
Business Analysis, Business Requirements, Visio, Requirements Gathering, User Acceptance Testing
Education
City University of New York-Baruch College 2001 — 2005
Bachelor of Science (BS), Public Administration
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman March 2008 - October 2014
New York County District Attorney's Office March 2007 - March 2008
Jill Miller & Associates, P.C. November 2004 - March 2008
Skills
Business Analysis, Business Requirements, Visio, Requirements Gathering, User Acceptance Testing
Education
City University of New York-Baruch College 2001 — 2005
Bachelor of Science (BS), Public Administration
Sander Rose Sander Rose's Brown Brothers Harriman Experience June 2008 - August 2008
Job Researcher at The Boston Consulting Group
Industry Research
Experience
The Boston Consulting Group October 2012 - Present
Forrester Research July 2012 - October 2012
Forrester Research February 2010 - June 2012
Brown Brothers Harriman June 2008 - August 2008
Skills
Research, Excel, PowerPoint, Social Media, Illustrator, Data Analysis, Market Research, Qualitative Research, Quantitative Research, Writing, Google Apps
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Lafayette College
BA, Economics and Business
Boston University
The Boston Consulting Group October 2012 - Present
Forrester Research July 2012 - October 2012
Forrester Research February 2010 - June 2012
Brown Brothers Harriman June 2008 - August 2008
Skills
Research, Excel, PowerPoint, Social Media, Illustrator, Data Analysis, Market Research, Qualitative Research, Quantitative Research, Writing, Google Apps
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Lafayette College
BA, Economics and Business
Boston University
Ksenya Kolinko Ksenya Kolinko's Brown Brothers Harriman Experience July 2014 - Present
Job Assistant Vice President, Tax
Industry Accounting
Experience
Brown Brothers Harriman July 2014 - Present
Deloitte February 2013 - July 2014
Andersen Tax (previously WTAS, LLC) January 2010 - January 2013
Perelson Weiner LLP May 2006 - October 2008
Learning Worlds, Inc 2004 - 2006
The Gertrude Stein Repertory Theatre 2004 - 2006
Skills
IRS Enrolled Agent, Tax Preparation, Tax Software, GoSystems, Superforms, Multi-state tax returns, Tax Advisory, Tax Accounting, Private Foundations, International Tax, Income Tax, High Net Worth..., Private Client Services, Tax Research, Hedge Funds, Tax, Tax Returns, ProSystem fx Tax, US Tax, QuickBooks, CCH ProSystem fx, Big 4, Accounting, Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Accountancy
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Accountancy
Brown Brothers Harriman July 2014 - Present
Deloitte February 2013 - July 2014
Andersen Tax (previously WTAS, LLC) January 2010 - January 2013
Perelson Weiner LLP May 2006 - October 2008
Learning Worlds, Inc 2004 - 2006
The Gertrude Stein Repertory Theatre 2004 - 2006
Skills
IRS Enrolled Agent, Tax Preparation, Tax Software, GoSystems, Superforms, Multi-state tax returns, Tax Advisory, Tax Accounting, Private Foundations, International Tax, Income Tax, High Net Worth..., Private Client Services, Tax Research, Hedge Funds, Tax, Tax Returns, ProSystem fx Tax, US Tax, QuickBooks, CCH ProSystem fx, Big 4, Accounting, Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Accountancy
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Accountancy
Kevin Godin, CFA Kevin Godin, CFA's Brown Brothers Harriman Experience 2006 - May 2008
Job Research Analyst at Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management December 2012 - Present
Hartford Investment Management September 2008 - November 2012
Brown Brothers Harriman 2006 - May 2008
eMarketer March 2004 - September 2006
Skills
Bloomberg, Investments, Fixed Income, Asset Management, Hedge Funds, Equities, Securities, Bloomberg Terminal, Derivatives, Financial Services, Portfolio Management, Bonds, Trading, Capital Markets, Financial Analysis
Education
Baruch College 2007 — 2008
Pace University - Lubin School of Business 2002 — 2006
Bachelors of Business Administration, Finance and Economics
Farmington High
Farmington High
Hartford Investment Management December 2012 - Present
Hartford Investment Management September 2008 - November 2012
Brown Brothers Harriman 2006 - May 2008
eMarketer March 2004 - September 2006
Skills
Bloomberg, Investments, Fixed Income, Asset Management, Hedge Funds, Equities, Securities, Bloomberg Terminal, Derivatives, Financial Services, Portfolio Management, Bonds, Trading, Capital Markets, Financial Analysis
Education
Baruch College 2007 — 2008
Pace University - Lubin School of Business 2002 — 2006
Bachelors of Business Administration, Finance and Economics
Farmington High
Farmington High
Krishna Manthena Krishna Manthena's Brown Brothers Harriman Experience July 2004 - June 2006
Job IT Manager
Industry Banking
Experience
Capital One April 2012 - Present
MEDecision March 2009 - December 2011
AstraZeneca April 2007 - March 2009
Merck July 2006 - April 2007
Brown Brothers Harriman July 2004 - June 2006
Citizens Bank September 2003 - June 2004
Global Computer Products Inc., June 2001 - August 2003
Skills
Java Enterprise Edition, WebSphere Application..., JBoss Application Server, Weblogic, Hibernate, Spring, ActiveMQ, Scrum, JSF, JBoss, JMS, SOA, Tomcat, IceFaces, Facelets, OOAD, Spring Framework, XML
Education
Bangalore University 1990 — 1994
Bachelor of Engineering, Mechanical Engineering
Capital One April 2012 - Present
MEDecision March 2009 - December 2011
AstraZeneca April 2007 - March 2009
Merck July 2006 - April 2007
Brown Brothers Harriman July 2004 - June 2006
Citizens Bank September 2003 - June 2004
Global Computer Products Inc., June 2001 - August 2003
Skills
Java Enterprise Edition, WebSphere Application..., JBoss Application Server, Weblogic, Hibernate, Spring, ActiveMQ, Scrum, JSF, JBoss, JMS, SOA, Tomcat, IceFaces, Facelets, OOAD, Spring Framework, XML
Education
Bangalore University 1990 — 1994
Bachelor of Engineering, Mechanical Engineering
Andreea Adam, GMS Andreea Adam, GMS's Brown Brothers Harriman Experience August 2014 - February 2015
Job Global Mobility Contract at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman August 2014 - February 2015
Mercer August 2010 - March 2014
ORC Worldwide February 2007 - July 2010
Apt168, Inc. October 2004 - October 2006
MAISON INTERNATIONAL March 2004 - August 2004
Skills
Management, Personnel Management, Performance Management, Leadership, Program Management, Process Improvement, HR Consulting, Global Mobility, Change Management, Talent Management, Employee Engagement, Succession Planning, Deferred Compensation, Human Resources
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2003
BBA, CIS, HR Management
Brown Brothers Harriman August 2014 - February 2015
Mercer August 2010 - March 2014
ORC Worldwide February 2007 - July 2010
Apt168, Inc. October 2004 - October 2006
MAISON INTERNATIONAL March 2004 - August 2004
Skills
Management, Personnel Management, Performance Management, Leadership, Program Management, Process Improvement, HR Consulting, Global Mobility, Change Management, Talent Management, Employee Engagement, Succession Planning, Deferred Compensation, Human Resources
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2003
BBA, CIS, HR Management
Laura Langone Bailey Laura Langone Bailey's Brown Brothers Harriman Experience July 2008 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2008 - Present
Cambridge Associates July 2006 - July 2008
Cambridge Associates April 2004 - June 2006
Cambridge Associates June 2002 - March 2004
Skills
Digital Marketing, Strategy, Competitive Analysis, Marketing, Marketing Strategy, Project Management, Market Research, Corporate Communications, Strategic Planning, Social Media Marketing, Sales Enablement, Strategy Execution, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Marketing
The George Washington University 1998 — 2002
BBA, Finance & Information Systems Technology
Bishop Fenwick 1994 — 1998
Brown Brothers Harriman July 2008 - Present
Cambridge Associates July 2006 - July 2008
Cambridge Associates April 2004 - June 2006
Cambridge Associates June 2002 - March 2004
Skills
Digital Marketing, Strategy, Competitive Analysis, Marketing, Marketing Strategy, Project Management, Market Research, Corporate Communications, Strategic Planning, Social Media Marketing, Sales Enablement, Strategy Execution, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Marketing
The George Washington University 1998 — 2002
BBA, Finance & Information Systems Technology
Bishop Fenwick 1994 — 1998
Serge Matveyev's Brown Brothers Harriman Experience January 2012 - April 2014
Job VP, BA, Market Risk at RBS Markets and International Banking
Industry Investment Banking
Experience
RBS Markets and International Banking September 2014 - Present
Brown Brothers Harriman January 2012 - April 2014
Cargill January 2009 - January 2012
Societe Generale April 2007 - November 2008
Rabobank January 2005 - March 2007
Citigroup September 2004 - December 2004
Commerzbank October 1998 - February 2004
Skills
FX Options, Market Risk, Fixed Income, Credit Derivatives, Bonds, Financial Analysis, Derivatives, Trading, Commodity, Financial Risk, Interest Rate..., Portfolio Management, Options, Risk Management, VAR, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 1999 — 2002
MS, Computer Information Systems
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
MBA, Finance
RBS Markets and International Banking September 2014 - Present
Brown Brothers Harriman January 2012 - April 2014
Cargill January 2009 - January 2012
Societe Generale April 2007 - November 2008
Rabobank January 2005 - March 2007
Citigroup September 2004 - December 2004
Commerzbank October 1998 - February 2004
Skills
FX Options, Market Risk, Fixed Income, Credit Derivatives, Bonds, Financial Analysis, Derivatives, Trading, Commodity, Financial Risk, Interest Rate..., Portfolio Management, Options, Risk Management, VAR, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 1999 — 2002
MS, Computer Information Systems
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
MBA, Finance
Justin E. Oates, CFP®'s Brown Brothers Harriman Experience June 2007 - April 2011
Job Vice President at Northeast Investment Management Inc.
Industry Financial Services
Experience
Northeast Management & Research Co. August 2011 - Present
Northeast Investment Management, Inc. April 2011 - Present
Brown Brothers Harriman June 2007 - April 2011
Education
Cornell University 1998 — 2002
Babson College - Franklin W. Olin Graduate School of Business
MBA
Middlesex School
Northeast Management & Research Co. August 2011 - Present
Northeast Investment Management, Inc. April 2011 - Present
Brown Brothers Harriman June 2007 - April 2011
Education
Cornell University 1998 — 2002
Babson College - Franklin W. Olin Graduate School of Business
MBA
Middlesex School
Ander Belategui Ander Belategui's Brown Brothers Harriman Experience July 2010 - December 2010
Job Business Intelligence Analyst at NEJM Group
Industry Financial Services
Experience
NEJM Group October 2014 - Present
Bentley University September 2013 - May 2014
Bentley University June 2013 - August 2013
KPMG October 2011 - June 2012
Brown Brothers Harriman July 2010 - December 2010
Compagnie Européenne de Prestations Logistiques June 2009 - November 2009
Itelco Marketing July 2008 - July 2008
Saint Louis University September 2006 - May 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Project Management, Analysis, Data Analysis, Spreadsheets, Stata, Bloomberg Terminal, SQL, SAS, Oracle SQL Developer, Tableau, Data Visualization, VBA
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA), Business Analytics
Northeastern University 2008 — 2011
BSBA, Finance and Insurance
Saint Louis University 2006 — 2008
International Business
Estudio
Estudio
NEJM Group October 2014 - Present
Bentley University September 2013 - May 2014
Bentley University June 2013 - August 2013
KPMG October 2011 - June 2012
Brown Brothers Harriman July 2010 - December 2010
Compagnie Européenne de Prestations Logistiques June 2009 - November 2009
Itelco Marketing July 2008 - July 2008
Saint Louis University September 2006 - May 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Project Management, Analysis, Data Analysis, Spreadsheets, Stata, Bloomberg Terminal, SQL, SAS, Oracle SQL Developer, Tableau, Data Visualization, VBA
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA), Business Analytics
Northeastern University 2008 — 2011
BSBA, Finance and Insurance
Saint Louis University 2006 — 2008
International Business
Estudio
Estudio
Jarret Dewberry Jarret Dewberry's Brown Brothers Harriman Experience July 2013 - May 2014
Job Merrill lynch Client Associate
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Brown Brothers Harriman July 2013 - May 2014
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Photoshop, Budgets, Accounting, Sales, Financial Analysis, Risk Management, Banking, Access, Financial Services, Time Management
Education
Bay State College 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Merrill Lynch May 2014 - Present
Brown Brothers Harriman July 2013 - May 2014
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Photoshop, Budgets, Accounting, Sales, Financial Analysis, Risk Management, Banking, Access, Financial Services, Time Management
Education
Bay State College 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Jonathan Bazarian's Brown Brothers Harriman Experience May 2007 - August 2007
Job Principal Financial Analyst at Raytheon
Industry Defense & Space
Experience
Raytheon February 2014 - Present
Keurig, Inc. November 2011 - January 2014
Raytheon September 2008 - November 2011
Bentley College September 2004 - May 2008
Brown Brothers Harriman May 2007 - August 2007
MFS Investment Management May 2006 - August 2006
Skills
Budgeting, Variance Analysis, Microsoft Office 2007, Financial Reporting, Project Coordination, Budgets, Financial Modeling, Operative Dashboard, Freight, Inventory Analysis, Forecasting, Analysis, Account Reconciliation, Corporate Finance, Leadership, Finance, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Finance
Bentley College 2003 — 2007
Bachelor of Science, Finance
Raytheon February 2014 - Present
Keurig, Inc. November 2011 - January 2014
Raytheon September 2008 - November 2011
Bentley College September 2004 - May 2008
Brown Brothers Harriman May 2007 - August 2007
MFS Investment Management May 2006 - August 2006
Skills
Budgeting, Variance Analysis, Microsoft Office 2007, Financial Reporting, Project Coordination, Budgets, Financial Modeling, Operative Dashboard, Freight, Inventory Analysis, Forecasting, Analysis, Account Reconciliation, Corporate Finance, Leadership, Finance, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Finance
Bentley College 2003 — 2007
Bachelor of Science, Finance
Mili Thaker's Brown Brothers Harriman Experience October 2006 - June 2007
Job Global Account Manager & Market Segment Manager
Industry Marketing and Advertising
Experience
Altfest Personal Wealth Management June 2013 - January 2014
Global Experiences April 2011 - June 2013
Cision May 2009 - June 2010
The Junior League of the City of New York January 2009 - May 2009
Brown Brothers Harriman October 2006 - June 2007
Fathers & Families February 2005 - May 2005
Skills
Social Media, Event Planning, Public Relations, Media Relations, Press Releases, Blogging, Research, Editing, Social Media Marketing, PowerPoint, Fundraising, Italian, French, Community Outreach, Advertising, Social Networking, SEO, Creative Writing, InDesign, Digital Media, Proofreading, Volunteer Management, Microsoft Office, Copy Editing, Digital Marketing, Strategic Communications, Marketing, Microsoft Excel, Cision, Corporate Communications, Internal Communications, Marketing Communications, Marketing Strategy, Non-profits, Facebook, Online Advertising, Publicity, Dreamweaver, Journalism, Online Marketing, Leadership, Spanish, Market Research, Public Speaking, New Media, Photoshop, Copywriting, Email Marketing, Event Management, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Master of Business Administration (MBA), Marketing and Management
The American University of Rome 2006 — 2006
Study Abroad, International Marketing, Italian
Boston University 2003 — 2005
BS, Public Relations, Advertising, and Applied Communication
University of South Carolina-Columbia 2001 — 2003
BS, Public Relations
Altfest Personal Wealth Management June 2013 - January 2014
Global Experiences April 2011 - June 2013
Cision May 2009 - June 2010
The Junior League of the City of New York January 2009 - May 2009
Brown Brothers Harriman October 2006 - June 2007
Fathers & Families February 2005 - May 2005
Skills
Social Media, Event Planning, Public Relations, Media Relations, Press Releases, Blogging, Research, Editing, Social Media Marketing, PowerPoint, Fundraising, Italian, French, Community Outreach, Advertising, Social Networking, SEO, Creative Writing, InDesign, Digital Media, Proofreading, Volunteer Management, Microsoft Office, Copy Editing, Digital Marketing, Strategic Communications, Marketing, Microsoft Excel, Cision, Corporate Communications, Internal Communications, Marketing Communications, Marketing Strategy, Non-profits, Facebook, Online Advertising, Publicity, Dreamweaver, Journalism, Online Marketing, Leadership, Spanish, Market Research, Public Speaking, New Media, Photoshop, Copywriting, Email Marketing, Event Management, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Master of Business Administration (MBA), Marketing and Management
The American University of Rome 2006 — 2006
Study Abroad, International Marketing, Italian
Boston University 2003 — 2005
BS, Public Relations, Advertising, and Applied Communication
University of South Carolina-Columbia 2001 — 2003
BS, Public Relations
Vikram Sharma, PMP's Brown Brothers Harriman Experience November 2005 - July 2006
Job Lead Project Manager at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
Morgan Stanley October 2011 - July 2014
Citi Group February 2011 - September 2011
Barclays Wealth October 2010 - January 2011
J P Morgan Securities November 2009 - September 2010
CitiGroup January 2008 - October 2009
State Street August 2006 - January 2008
Brown Brothers Harriman November 2005 - July 2006
Fannie Mae November 2004 - October 2005
Johnson Controls August 1998 - September 2004
Skills
Business Analysis, PMO, Project Management, Program Management, Onboarding, Change Management, SDLC, Project Portfolio..., Management, PMP, Vendor Management, Risk Management, Information Technology, Software Project..., Agile Methodologies, Requirements Analysis, Business Intelligence, IT Strategy, Project Delivery, Requirements Gathering
Education
Bangalore University 1994 — 1998
Citi July 2014 - Present
Morgan Stanley October 2011 - July 2014
Citi Group February 2011 - September 2011
Barclays Wealth October 2010 - January 2011
J P Morgan Securities November 2009 - September 2010
CitiGroup January 2008 - October 2009
State Street August 2006 - January 2008
Brown Brothers Harriman November 2005 - July 2006
Fannie Mae November 2004 - October 2005
Johnson Controls August 1998 - September 2004
Skills
Business Analysis, PMO, Project Management, Program Management, Onboarding, Change Management, SDLC, Project Portfolio..., Management, PMP, Vendor Management, Risk Management, Information Technology, Software Project..., Agile Methodologies, Requirements Analysis, Business Intelligence, IT Strategy, Project Delivery, Requirements Gathering
Education
Bangalore University 1994 — 1998
Aleksandr Gimelshteyn Aleksandr Gimelshteyn's Brown Brothers Harriman Experience July 2012 - July 2013
Job Global Payments Analyst
Industry Financial Services
Experience
Barclays July 2013 - Present
Brown Brothers Harriman July 2012 - July 2013
UBS Wealth Management September 2011 - December 2011
LifeTime Media April 2010 - November 2010
AXA Advisors 2010 - 2010
Skills
Account Management, Bloomberg, Microsoft Excel, Microsoft Word, Equities, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Barclays July 2013 - Present
Brown Brothers Harriman July 2012 - July 2013
UBS Wealth Management September 2011 - December 2011
LifeTime Media April 2010 - November 2010
AXA Advisors 2010 - 2010
Skills
Account Management, Bloomberg, Microsoft Excel, Microsoft Word, Equities, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
David Stricks David Stricks's Brown Brothers Harriman Experience 2001 - 2004
Job Paraprofessional
Industry Primary/Secondary Education
Experience
NYC DOE April 2014 - Present
Cantor Fitzgerald May 2011 - September 2012
New England Financial 2009 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2004 - 2006
Brown Brothers Harriman 2001 - 2004
Skills
Series 7, Series 63, Fixed Income, Equities, Options, Derivatives, Hedge Funds, Bloomberg, Prime Brokerage, Trading
Education
University of Phoenix 2010 — 2011
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Economics
NYC DOE April 2014 - Present
Cantor Fitzgerald May 2011 - September 2012
New England Financial 2009 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2004 - 2006
Brown Brothers Harriman 2001 - 2004
Skills
Series 7, Series 63, Fixed Income, Equities, Options, Derivatives, Hedge Funds, Bloomberg, Prime Brokerage, Trading
Education
University of Phoenix 2010 — 2011
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Economics
Jennifer Barbieri, CPA, CGMA's Brown Brothers Harriman Experience 2002 - 2005
Job Accounting Professional
Industry Executive Office
Experience
The Stem 2015 - Present
MoneyLion January 2014 - Present
The Barbieri Group March 2009 - Present
Proficient Accounting Solutions LLC March 2009 - June 2013
Performance Training Institute May 2012 - August 2012
Fox Asset Management LLC July 2006 - March 2009
Merrill Lynch Investment Managers May 2005 - July 2006
Brown Brothers Harriman 2002 - 2005
The Bank of New York Mellon November 1999 - 2002
Freidman Alpren and Green LLP March 1997 - November 1999
Skills
Accounting, Internal Controls, Managerial Finance, Banking, Process Improvement, Financial Services, Financial Analysis, Financial Reporting, Strategic Financial..., Cash Management, Account Reconciliation, Financial Accounting, Financial Modeling, Finance, Small Business, Analysis, Cash Flow, Business Analysis, Tax, Corporate Finance, Mergers & Acquisitions, Valuation, Business Development, Auditing, Management, QuickBooks, Financial Statements, Leadership, Sarbanes-Oxley Act, Executive Management, General Ledger, CPA, GAAP, US GAAP, Cash Flow Forecasting, Forecasting, Cost Accounting, Variance Analysis, Internal Audit, Payroll
Education
City University of New York-Baruch College 1992 — 1997
Bachelor of Business Administration, Accounting
The Stem 2015 - Present
MoneyLion January 2014 - Present
The Barbieri Group March 2009 - Present
Proficient Accounting Solutions LLC March 2009 - June 2013
Performance Training Institute May 2012 - August 2012
Fox Asset Management LLC July 2006 - March 2009
Merrill Lynch Investment Managers May 2005 - July 2006
Brown Brothers Harriman 2002 - 2005
The Bank of New York Mellon November 1999 - 2002
Freidman Alpren and Green LLP March 1997 - November 1999
Skills
Accounting, Internal Controls, Managerial Finance, Banking, Process Improvement, Financial Services, Financial Analysis, Financial Reporting, Strategic Financial..., Cash Management, Account Reconciliation, Financial Accounting, Financial Modeling, Finance, Small Business, Analysis, Cash Flow, Business Analysis, Tax, Corporate Finance, Mergers & Acquisitions, Valuation, Business Development, Auditing, Management, QuickBooks, Financial Statements, Leadership, Sarbanes-Oxley Act, Executive Management, General Ledger, CPA, GAAP, US GAAP, Cash Flow Forecasting, Forecasting, Cost Accounting, Variance Analysis, Internal Audit, Payroll
Education
City University of New York-Baruch College 1992 — 1997
Bachelor of Business Administration, Accounting
Tatyana Alexandroff Tatyana Alexandroff's Brown Brothers Harriman Experience May 2004 - May 2014
Job Program Managment Global Billing Systems
Industry Information Technology and Services
Experience
Brown Brothers Harriman May 2004 - May 2014
Prudential Financial March 1998 - May 2004
UPS 1996 - 1998
Skills
Vendor Management, SDLC, Requirements Analysis, Project Management, IT Strategy, Business Development, Project Governance, Service Delivery, Recruiting Activities, Development Management, Mainframe, Business Case, Requirements Gathering, Software Project..., Business Requirements, Enterprise Architecture, Business Analysis, Management, Financial Services, Process Improvement, Consulting, Information Technology, Visio, Fixed Income
Education
Belaruski Dziarzhauny Universitet 1900 — 1900
Masters of Science in Economics
Brown Brothers Harriman May 2004 - May 2014
Prudential Financial March 1998 - May 2004
UPS 1996 - 1998
Skills
Vendor Management, SDLC, Requirements Analysis, Project Management, IT Strategy, Business Development, Project Governance, Service Delivery, Recruiting Activities, Development Management, Mainframe, Business Case, Requirements Gathering, Software Project..., Business Requirements, Enterprise Architecture, Business Analysis, Management, Financial Services, Process Improvement, Consulting, Information Technology, Visio, Fixed Income
Education
Belaruski Dziarzhauny Universitet 1900 — 1900
Masters of Science in Economics
Heeten H. Doshi, CFA Heeten H. Doshi, CFA's Brown Brothers Harriman Experience February 2008 - March 2011
Job Managing Partner at Doshi Capital Management
Industry Investment Management
Experience
Doshi Capital Management April 2011 - Present
The Niva & Heeten Doshi Foundation July 2015 - Present
Nivaria Group March 2013 - Present
Brown Brothers Harriman February 2008 - March 2011
Morgan Stanley June 2006 - November 2007
Lehman Brothers June 2005 - June 2006
NRG Energy July 2004 - June 2005
Lucent Technologies June 2001 - July 2004
Skills
Factset, Bloomberg Terminal, VBA, MS Access, MS Excel, R, Access, Fixed Income, Equities, Microsoft Excel, Series 7, Bloomberg, Electronic Trading, Derivatives, Options, Hedge Funds, Trading, Equity Research, Capital Markets, Portfolio Management, Investments, Commodity, Asset Allocation, Bonds, Asset Management, Economics, Alternative Investments, Equity Trading, Financial Modeling, Trading Systems, Trading Strategies, Emerging Markets, Quantitative Finance, Investment Management, Securities, Investment Strategies, Financial Markets, Valuation, FX Options, Technical Analysis, Mutual Funds, Equity Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
M.S, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
B.S, Finance
Doshi Capital Management April 2011 - Present
The Niva & Heeten Doshi Foundation July 2015 - Present
Nivaria Group March 2013 - Present
Brown Brothers Harriman February 2008 - March 2011
Morgan Stanley June 2006 - November 2007
Lehman Brothers June 2005 - June 2006
NRG Energy July 2004 - June 2005
Lucent Technologies June 2001 - July 2004
Skills
Factset, Bloomberg Terminal, VBA, MS Access, MS Excel, R, Access, Fixed Income, Equities, Microsoft Excel, Series 7, Bloomberg, Electronic Trading, Derivatives, Options, Hedge Funds, Trading, Equity Research, Capital Markets, Portfolio Management, Investments, Commodity, Asset Allocation, Bonds, Asset Management, Economics, Alternative Investments, Equity Trading, Financial Modeling, Trading Systems, Trading Strategies, Emerging Markets, Quantitative Finance, Investment Management, Securities, Investment Strategies, Financial Markets, Valuation, FX Options, Technical Analysis, Mutual Funds, Equity Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
M.S, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
B.S, Finance
Gregory Donoghue Gregory Donoghue's Brown Brothers Harriman Experience 1998 - 2000
Job Senior Vice President and Chief Operating Officer at Tedeschi Food Shops, Inc.
Industry Retail
Experience
Tedeschi Food Shops, Inc. June 2014 - Present
Tedeschi Food Shops, Inc. September 2013 - June 2014
Tedeschi Food Shops, Inc. August 2010 - September 2013
Tedeschi Food Shops, Inc. June 2007 - August 2010
Preti Flaherty 2005 - June 2007
Superior Court of Massachusetts 2005 - 2005
Brown Brothers Harriman 1998 - 2000
Brown Brothers Harriman 1998 - 2000
Skills
Employment Law, Contract Negotiation, Litigation, Negotiation, Public Speaking, Corporate Law, Real Estate, Strategic Planning, Legal Writing, Microsoft Office, Team Building, Management, P&L, Customer Service, Recruiting, Human Resources, Sales, Employee Relations, Inventory Management, Merchandising, Budgets, Leadership, Training, Outlook, PowerPoint, Microsoft Excel, Leases, Microsoft Word, Retail
Education
Suffolk University Law School 2001 — 2004
Doctor of Law (JD)
Bates College 1994 — 1998
Bachelor of Arts, Political Science
Boston College High School 1990 — 1994
Tedeschi Food Shops, Inc. June 2014 - Present
Tedeschi Food Shops, Inc. September 2013 - June 2014
Tedeschi Food Shops, Inc. August 2010 - September 2013
Tedeschi Food Shops, Inc. June 2007 - August 2010
Preti Flaherty 2005 - June 2007
Superior Court of Massachusetts 2005 - 2005
Brown Brothers Harriman 1998 - 2000
Brown Brothers Harriman 1998 - 2000
Skills
Employment Law, Contract Negotiation, Litigation, Negotiation, Public Speaking, Corporate Law, Real Estate, Strategic Planning, Legal Writing, Microsoft Office, Team Building, Management, P&L, Customer Service, Recruiting, Human Resources, Sales, Employee Relations, Inventory Management, Merchandising, Budgets, Leadership, Training, Outlook, PowerPoint, Microsoft Excel, Leases, Microsoft Word, Retail
Education
Suffolk University Law School 2001 — 2004
Doctor of Law (JD)
Bates College 1994 — 1998
Bachelor of Arts, Political Science
Boston College High School 1990 — 1994
Jeffrey Gonski's Brown Brothers Harriman Experience November 1998 - March 2008
Job Senior CRM Business Analyst at Constant Contact
Industry Financial Services
Experience
Constant Contact July 2014 - Present
Collaborative Consulting August 2012 - July 2014
Bain Capital July 2010 - June 2012
Norkom Technologies March 2008 - July 2010
Brown Brothers Harriman November 1998 - March 2008
Scitex America 1996 - 1997
Skills
Business Analysis, Requirements Analysis, SDLC, SQL, Requirements Gathering, Visio, Project Management, Data Modeling, Vendor Management, User Acceptance Testing, Risk Management, Process Improvement, Program Management, Data Analysis, Oracle, Software Project..., Financial Services, Microsoft SQL Server
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2008
MBA, Business Administration and Management, General
Bentley University 1994 — 1997
BS, Finance
NESOP
Wayland High School
Constant Contact July 2014 - Present
Collaborative Consulting August 2012 - July 2014
Bain Capital July 2010 - June 2012
Norkom Technologies March 2008 - July 2010
Brown Brothers Harriman November 1998 - March 2008
Scitex America 1996 - 1997
Skills
Business Analysis, Requirements Analysis, SDLC, SQL, Requirements Gathering, Visio, Project Management, Data Modeling, Vendor Management, User Acceptance Testing, Risk Management, Process Improvement, Program Management, Data Analysis, Oracle, Software Project..., Financial Services, Microsoft SQL Server
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2008
MBA, Business Administration and Management, General
Bentley University 1994 — 1997
BS, Finance
NESOP
Wayland High School
Kenneth Cody, CFA, FRM Kenneth Cody, CFA, FRM's Brown Brothers Harriman Experience May 1994 - May 1995
Job Managing Director Analytics Tool Sales at Nasdaq
Industry Information Technology and Services
Experience
Nasdaq June 2015 - Present
Thomson Reuters March 2011 - June 2014
Thomson Reuters January 2009 - March 2011
Thomson Financial January 2007 - December 2008
Thomson Financial January 2001 - December 2006
Federated Investors May 1995 - August 1999
Brown Brothers Harriman May 1994 - May 1995
Credit Suisse January 1992 - May 1993
Westinghouse Electric Company September 1989 - June 1991
Skills
Quantitative Analytics, Account Management, New Business Development, Business Strategy, Salesforce.com, Emerging Markets, Business Analysis, Capital Markets, Equities, Market Data, Leadership, Solution Selling, Customer Retention, Enterprise Software, Sales Presentations, Quantitative Investing, Mechanical Engineering, Mathematical Analysis, Power Generation, Risk Management, Financial Markets, Trading Systems, Fixed Income, Electronic Trading, FX Options, Relationship Management, Derivatives
Education
Baruch College 1991 — 1993
MBA, Finance
SUNY Stony Brook 1984 — 1989
BE, Mechanical Engineering
Nasdaq June 2015 - Present
Thomson Reuters March 2011 - June 2014
Thomson Reuters January 2009 - March 2011
Thomson Financial January 2007 - December 2008
Thomson Financial January 2001 - December 2006
Federated Investors May 1995 - August 1999
Brown Brothers Harriman May 1994 - May 1995
Credit Suisse January 1992 - May 1993
Westinghouse Electric Company September 1989 - June 1991
Skills
Quantitative Analytics, Account Management, New Business Development, Business Strategy, Salesforce.com, Emerging Markets, Business Analysis, Capital Markets, Equities, Market Data, Leadership, Solution Selling, Customer Retention, Enterprise Software, Sales Presentations, Quantitative Investing, Mechanical Engineering, Mathematical Analysis, Power Generation, Risk Management, Financial Markets, Trading Systems, Fixed Income, Electronic Trading, FX Options, Relationship Management, Derivatives
Education
Baruch College 1991 — 1993
MBA, Finance
SUNY Stony Brook 1984 — 1989
BE, Mechanical Engineering
Priyanka Shekhar Khati Priyanka Shekhar Khati's Brown Brothers Harriman Experience September 2011 - Present
Job •Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2011 - Present
Brown Brothers and Harriman March 2007 - November 2010
Tata Consultancy Services September 2005 - November 2006
Tata Consultancy Services September 2003 - September 2005
Tata Consultancy Services October 2000 - August 2003
Tata Consultancy Services July 2000 - October 2000
Tata Consulatncy Services August 1999 - June 2000
Skills
COBOL, DB2, Mainframe, Visio, MS Project, Six Sigma, SharePoint, Microsoft Office, IMS DB/DC, Process Engineering, SDLC, Requirements Analysis, JCL, CICS, Requirements Gathering, Management, Analysis, Microsoft Project
Education
New York Institute of Finance 2008 — 2010
Professional Certification, Finance
Brown Brothers and Harriman 2009 — 2009
Foundation of BBH Management Program
Tata consultancy Services 1999 — 2006
Bengal Engineering and Science University, Shibpur 1995 — 1999
BE, Electrical Engineering
Magadh University 1992 — 1994
ISc, Physics, Chemistry, Mathematics
Indira Gandhi Balika Vidyalaya 1988 — 1992
10th
Brown Brothers Harriman September 2011 - Present
Brown Brothers and Harriman March 2007 - November 2010
Tata Consultancy Services September 2005 - November 2006
Tata Consultancy Services September 2003 - September 2005
Tata Consultancy Services October 2000 - August 2003
Tata Consultancy Services July 2000 - October 2000
Tata Consulatncy Services August 1999 - June 2000
Skills
COBOL, DB2, Mainframe, Visio, MS Project, Six Sigma, SharePoint, Microsoft Office, IMS DB/DC, Process Engineering, SDLC, Requirements Analysis, JCL, CICS, Requirements Gathering, Management, Analysis, Microsoft Project
Education
New York Institute of Finance 2008 — 2010
Professional Certification, Finance
Brown Brothers and Harriman 2009 — 2009
Foundation of BBH Management Program
Tata consultancy Services 1999 — 2006
Bengal Engineering and Science University, Shibpur 1995 — 1999
BE, Electrical Engineering
Magadh University 1992 — 1994
ISc, Physics, Chemistry, Mathematics
Indira Gandhi Balika Vidyalaya 1988 — 1992
10th
Mario Dylgjeri Mario Dylgjeri's Brown Brothers Harriman Experience April 2011 - June 2012
Job Equity Derivatives Exotics Trade Support at Barclays
Industry Investment Banking
Experience
Barclays November 2014 - Present
Barclays Capital June 2012 - Present
Brown Brothers Harriman April 2011 - June 2012
JPMorgan Chase November 2009 - October 2010
Merrill Lynch February 2009 - May 2009
Skills
Series 63, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Securities, Bloomberg Terminal, Series 7, Financial Markets, Financial Modeling, Valuation, Financial Services
Education
Baruch College 2005 — 2009
Bachelor of Arts, Economics
Barclays November 2014 - Present
Barclays Capital June 2012 - Present
Brown Brothers Harriman April 2011 - June 2012
JPMorgan Chase November 2009 - October 2010
Merrill Lynch February 2009 - May 2009
Skills
Series 63, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Securities, Bloomberg Terminal, Series 7, Financial Markets, Financial Modeling, Valuation, Financial Services
Education
Baruch College 2005 — 2009
Bachelor of Arts, Economics
Aviva Pratzer Aviva Pratzer's Brown Brothers Harriman Experience August 2015 - Present
Job Business Analyst at Brown Brothers Harriman
Industry Market Research
Experience
Brown Brothers Harriman August 2015 - Present
Renaissance Management July 2014 - August 2014
Cone Communications June 2014 - August 2014
Danier Leather May 2013 - August 2013
Odgers Berndtson June 2011 - August 2011
Skills
Social Media, Research, Trend Forecasting, Event Planning, Program Management, Organizational..., Strategic Planning, Microsoft Excel, Microsoft Office, Public Speaking, Market Research
Education
Barnard College 2011 — 2015
Bachelor of Arts (BA) (expected), Political Science, Economics
Midreshet Lindenbaum 2010 — 2011
Tanenbaum CHAT Wallenberg Campus 2006 — 2010
High School Diploma
Brown Brothers Harriman August 2015 - Present
Renaissance Management July 2014 - August 2014
Cone Communications June 2014 - August 2014
Danier Leather May 2013 - August 2013
Odgers Berndtson June 2011 - August 2011
Skills
Social Media, Research, Trend Forecasting, Event Planning, Program Management, Organizational..., Strategic Planning, Microsoft Excel, Microsoft Office, Public Speaking, Market Research
Education
Barnard College 2011 — 2015
Bachelor of Arts (BA) (expected), Political Science, Economics
Midreshet Lindenbaum 2010 — 2011
Tanenbaum CHAT Wallenberg Campus 2006 — 2010
High School Diploma
Brad Sportack's Brown Brothers Harriman Experience May 2014 - July 2015
Job 2017 MBA Candidate at Babson College, F.W. Olin Graduate School of Business
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - July 2015
Brown Brothers Harriman 2012 - May 2014
Boston Partners Financial Group, LLC 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Bloomberg, Equities, PowerPoint, Microsoft Office, Securities, Fixed Income, Mutual Funds, Valuation, Microsoft Word
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Management, Finance, Legal Studies
Boston College High School 2004 — 2008
Brown Brothers Harriman May 2014 - July 2015
Brown Brothers Harriman 2012 - May 2014
Boston Partners Financial Group, LLC 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Bloomberg, Equities, PowerPoint, Microsoft Office, Securities, Fixed Income, Mutual Funds, Valuation, Microsoft Word
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Management, Finance, Legal Studies
Boston College High School 2004 — 2008
Nathan Burke Nathan Burke's Brown Brothers Harriman Experience April 2012 - June 2012
Job Care Transitions/Program Coordinator at Beth Israel Deaconess Healthcare
Industry Hospital & Health Care
Experience
Beth Israel Deaconess Healthcare March 2013 - Present
Beth Israel Deaconess Healthcare November 2012 - March 2013
Brown Brothers Harriman April 2012 - June 2012
Public Consulting Group November 2011 - March 2012
Q10New England Realty Resources September 2009 - May 2010
Skills
Microsoft Excel, Project Management, Leadership, Data Analysis, Healthcare Information..., Problem Solving, Healthcare Management, Public Speaking, Microsoft Word, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Suffolk University - Sawyer School of Management 2007 — 2011
Bachelor of Science in Business Administration, Business Administration and Management, General
Beth Israel Deaconess Healthcare March 2013 - Present
Beth Israel Deaconess Healthcare November 2012 - March 2013
Brown Brothers Harriman April 2012 - June 2012
Public Consulting Group November 2011 - March 2012
Q10New England Realty Resources September 2009 - May 2010
Skills
Microsoft Excel, Project Management, Leadership, Data Analysis, Healthcare Information..., Problem Solving, Healthcare Management, Public Speaking, Microsoft Word, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Suffolk University - Sawyer School of Management 2007 — 2011
Bachelor of Science in Business Administration, Business Administration and Management, General
Chelsea Tryder Chelsea Tryder's Brown Brothers Harriman Experience 2013 - 2013
Job Tax Associate Attorney at Preti Flaherty
Industry Legal Services
Experience
PretiFlaherty August 2014 - Present
Brown Brothers Harriman 2013 - 2013
State Street Bank June 2012 - November 2012
Holland & Knight LLP March 2011 - February 2012
Morrison Mahoney LLP May 2009 - December 2010
Education
Boston University School of Law 2014 — 2017
LLM, Taxation
Suffolk University Law School 2009 — 2013
Juris Doctor
Bates College 2002 — 2006
Bachelor of Arts
Universidad Nacional de Cuyo 2004 — 2005
Fryeburg Academy
PretiFlaherty August 2014 - Present
Brown Brothers Harriman 2013 - 2013
State Street Bank June 2012 - November 2012
Holland & Knight LLP March 2011 - February 2012
Morrison Mahoney LLP May 2009 - December 2010
Education
Boston University School of Law 2014 — 2017
LLM, Taxation
Suffolk University Law School 2009 — 2013
Juris Doctor
Bates College 2002 — 2006
Bachelor of Arts
Universidad Nacional de Cuyo 2004 — 2005
Fryeburg Academy
Dante Coronado Dante Coronado's Brown Brothers Harriman Experience April 2001 - August 2004
Job Latin America Regional Controller
Industry Financial Services
Experience
TNA March 2006 - Present
SALOMON SMITH BARNEY September 2004 - February 2006
Brown Brothers Harriman April 2001 - August 2004
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Account Reconciliation, Tax, Microsoft Excel
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
TNA March 2006 - Present
SALOMON SMITH BARNEY September 2004 - February 2006
Brown Brothers Harriman April 2001 - August 2004
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Account Reconciliation, Tax, Microsoft Excel
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
Lindsey Weldon Lindsey Weldon's Brown Brothers Harriman Experience February 2006 - February 2007
Job Essilor Vision Foundation Senior Manager of Development & Foundation Relations at Essilor
Industry Nonprofit Organization Management
Experience
Essilor August 2014 - Present
Essilor January 2013 - August 2014
Southern Methodist University December 2009 - January 2012
Young Life January 2006 - December 2010
Sherpa Management Partners December 2007 - September 2009
Peacemakers Incorporated January 2007 - December 2008
Peacemakers Incorporated January 2007 - September 2007
Brown Brothers Harriman February 2006 - February 2007
Ameriprise Financial Services, Inc. January 2006 - February 2006
American Express Financial Advisors January 2004 - February 2006
Skills
Fundraising, Event Planning, Program Management, Leadership, Non-profits, Grant Writing, Strategic Planning, Community Outreach, Training, Strategy, Public Speaking, Nonprofits, Business Development, Workshop Facilitation, Recruiting, Social Media, Time Management, Leadership Development, Marketing, Event Management, Public Relations, Customer Service, Marketing Communications, Data Analysis, Volunteer Management, Social Media Marketing, Team Building, Organizational..., Research, Program Development, Project Management, Social Networking, Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management
The University of Texas at Dallas - School of Management 2011 — 2013
Master's Degree, Marketing - Branding and Analytics
Southern Methodist University 2010 — 2011
Executive Certificate in Global Systems and Sustainable Organizations
Baylor University 1999 — 2003
Bachelor's Degree, Marketing & International Business
Essilor August 2014 - Present
Essilor January 2013 - August 2014
Southern Methodist University December 2009 - January 2012
Young Life January 2006 - December 2010
Sherpa Management Partners December 2007 - September 2009
Peacemakers Incorporated January 2007 - December 2008
Peacemakers Incorporated January 2007 - September 2007
Brown Brothers Harriman February 2006 - February 2007
Ameriprise Financial Services, Inc. January 2006 - February 2006
American Express Financial Advisors January 2004 - February 2006
Skills
Fundraising, Event Planning, Program Management, Leadership, Non-profits, Grant Writing, Strategic Planning, Community Outreach, Training, Strategy, Public Speaking, Nonprofits, Business Development, Workshop Facilitation, Recruiting, Social Media, Time Management, Leadership Development, Marketing, Event Management, Public Relations, Customer Service, Marketing Communications, Data Analysis, Volunteer Management, Social Media Marketing, Team Building, Organizational..., Research, Program Development, Project Management, Social Networking, Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management
The University of Texas at Dallas - School of Management 2011 — 2013
Master's Degree, Marketing - Branding and Analytics
Southern Methodist University 2010 — 2011
Executive Certificate in Global Systems and Sustainable Organizations
Baylor University 1999 — 2003
Bachelor's Degree, Marketing & International Business
Colin Lyne Colin Lyne's Brown Brothers Harriman Experience September 2015 - Present
Job Senior Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2015 - Present
Brown Brothers Harriman September 2014 - Present
Baystate Financial Services May 2013 - August 2013
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Brown Brothers Harriman September 2015 - Present
Brown Brothers Harriman September 2014 - Present
Baystate Financial Services May 2013 - August 2013
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Frederick Schoenhut Frederick Schoenhut's Brown Brothers Harriman Experience June 2010 - August 2010
Job Wealth Management Professional at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs November 2013 - Present
Grant Thornton LLP June 2013 - November 2013
Baruch College, Zicklin School of Business June 2012 - December 2012
Brown Brothers Harriman June 2010 - August 2010
HonorVerus Research July 2009 - August 2009
Tropix Capital Management June 2009 - July 2009
Brown Brothers Harriman June 2008 - August 2008
Skip Trading Co. July 2007 - August 2007
Skills
Microsoft Excel, Data Analysis, Microsoft Office, Financial Accounting, SEC filings, PowerPoint, Microsoft Word, Finance, US GAAP, Public Speaking, Access, Financial Reporting, Alpha Generation, Equity Valuation, Wealth Management, Tax, Research, Personal Finance, Financial Analysis, Accounting, SEC Filings
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (M.S.), Taxation
Investment Banking Institute 2012 — 2012
Financial Modeling and Valuation
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Chaminade High School 2003 — 2007
Goldman Sachs November 2013 - Present
Grant Thornton LLP June 2013 - November 2013
Baruch College, Zicklin School of Business June 2012 - December 2012
Brown Brothers Harriman June 2010 - August 2010
HonorVerus Research July 2009 - August 2009
Tropix Capital Management June 2009 - July 2009
Brown Brothers Harriman June 2008 - August 2008
Skip Trading Co. July 2007 - August 2007
Skills
Microsoft Excel, Data Analysis, Microsoft Office, Financial Accounting, SEC filings, PowerPoint, Microsoft Word, Finance, US GAAP, Public Speaking, Access, Financial Reporting, Alpha Generation, Equity Valuation, Wealth Management, Tax, Research, Personal Finance, Financial Analysis, Accounting, SEC Filings
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (M.S.), Taxation
Investment Banking Institute 2012 — 2012
Financial Modeling and Valuation
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Chaminade High School 2003 — 2007
Matt McHugh Matt McHugh's Brown Brothers Harriman Experience June 1999 - December 2000
Job Technical Product Manager at Federal Reserve Bank of Boston
Industry Information Technology and Services
Experience
Federal Reserve Bank of Boston September 2013 - Present
Federal Reserve Bank of Boston August 2012 - September 2013
Federal Reserve Bank of Boston May 2011 - August 2012
Federal Reserve Bank of Boston May 2010 - May 2011
Federal Reserve Bank of Boston January 2009 - July 2010
Federal Reserve Bank October 2003 - 2008
Federal Reserve Bank June 2001 - October 2003
Brown Brothers Harriman June 1999 - December 2000
Skills
Databases, SDLC, Management, Business Analysis, Visio, Requirements Analysis, CISA, Information Technology, SQL, CISSP, Data Analysis, MBA, IT Audit, Change Management, Project Management, MS Project, Risk Management, IT GRC, Software Development, Software Project..., Technological Innovation, Innovation, Computer Science, Robotics, ITIL v3 Foundations..., Business Process, IT Strategy
Education
Bentley University 2008 — 2012
MBA, Law and Taxation, Information Technology
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
M.A., Information Technology
Boston University 1998 — 2002
B.A., Computer Science
Boston Latin School 1992 — 1998
H.S.
Federal Reserve Bank of Boston September 2013 - Present
Federal Reserve Bank of Boston August 2012 - September 2013
Federal Reserve Bank of Boston May 2011 - August 2012
Federal Reserve Bank of Boston May 2010 - May 2011
Federal Reserve Bank of Boston January 2009 - July 2010
Federal Reserve Bank October 2003 - 2008
Federal Reserve Bank June 2001 - October 2003
Brown Brothers Harriman June 1999 - December 2000
Skills
Databases, SDLC, Management, Business Analysis, Visio, Requirements Analysis, CISA, Information Technology, SQL, CISSP, Data Analysis, MBA, IT Audit, Change Management, Project Management, MS Project, Risk Management, IT GRC, Software Development, Software Project..., Technological Innovation, Innovation, Computer Science, Robotics, ITIL v3 Foundations..., Business Process, IT Strategy
Education
Bentley University 2008 — 2012
MBA, Law and Taxation, Information Technology
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
M.A., Information Technology
Boston University 1998 — 2002
B.A., Computer Science
Boston Latin School 1992 — 1998
H.S.
Robert Lieberson Robert Lieberson's Brown Brothers Harriman Experience 1992 - 2000
Job Managing Director at Moody Lynn & Lieberson
Industry Investment Management
Experience
Moody Lynn & Lieberson Inc. March 2000 - Present
Brown Brothers Harriman 1992 - 2000
Skills
Asset Allocation, Asset Managment, Alternative Investments, Equities, Hedge Funds, Portfolio Management, Securities, Finance, Investments, Asset Management, Capital Markets, Financial Analysis, Fixed Income, Investment Management, Investment Strategies, Mutual Funds
Education
Northeastern University 1987 — 1988
M.S., Professional Accounting
Bates College 1981 — 1985
B.A., Economics
Moody Lynn & Lieberson Inc. March 2000 - Present
Brown Brothers Harriman 1992 - 2000
Skills
Asset Allocation, Asset Managment, Alternative Investments, Equities, Hedge Funds, Portfolio Management, Securities, Finance, Investments, Asset Management, Capital Markets, Financial Analysis, Fixed Income, Investment Management, Investment Strategies, Mutual Funds
Education
Northeastern University 1987 — 1988
M.S., Professional Accounting
Bates College 1981 — 1985
B.A., Economics
Caroline Thomas Caroline Thomas's Brown Brothers Harriman Experience February 2013 - Present
Job Investment Analyst (3rd Party Manager Selection) at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman February 2013 - Present
Brown Brothers Harriman October 2012 - December 2012
Brown Brothers Harriman August 2011 - December 2012
Brown Brothers Harriman March 2010 - July 2011
America's Growth Capital 2009 - 2010
Skills
Excel, Word, Microsoft Office, PowerPoint, Process Improvement, Outlook, Windows, Social Media, Microsoft Excel, Research, Financial Analysis, Analysis, Banking, Data Analysis, Financial Modeling, Microsoft Word, Bloomberg, Equities, Fixed Income, Investments
Education
Boston University Graduate School of Management 2011 — 2014
MBA, International Business
Bates College 2005 — 2009
BA, Economics, History
Kent School 2001 — 2005
High School/Secondary Diplomas and Certificates
Brown Brothers Harriman February 2013 - Present
Brown Brothers Harriman October 2012 - December 2012
Brown Brothers Harriman August 2011 - December 2012
Brown Brothers Harriman March 2010 - July 2011
America's Growth Capital 2009 - 2010
Skills
Excel, Word, Microsoft Office, PowerPoint, Process Improvement, Outlook, Windows, Social Media, Microsoft Excel, Research, Financial Analysis, Analysis, Banking, Data Analysis, Financial Modeling, Microsoft Word, Bloomberg, Equities, Fixed Income, Investments
Education
Boston University Graduate School of Management 2011 — 2014
MBA, International Business
Bates College 2005 — 2009
BA, Economics, History
Kent School 2001 — 2005
High School/Secondary Diplomas and Certificates
Simon Seto's Brown Brothers Harriman Experience May 2005 - Present
Job Infrastructure Support
Industry Financial Services
Experience
Brown Brothers Harriman May 2005 - Present
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BA
Brown Brothers Harriman May 2005 - Present
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BA
Natasha Vulakh Natasha Vulakh's Brown Brothers Harriman Experience March 2014 - Present
Job AVP HR Business Partners at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman April 2008 - Present
JPMorgan Chase February 2006 - April 2008
The New York Mortgage Company January 2005 - December 2005
Simpson Thacher & Bartlett LLP April 2002 - January 2005
Simpson Thacher & Bartlett LLP June 2001 - August 2001
Skills
Recruiting, Human Resources, Leadership Development, Analysis, Accounting, Interviews, Microsoft Excel
Education
New York University 2008 — 2010
M.S., Human Resources Mgmt
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman April 2008 - Present
JPMorgan Chase February 2006 - April 2008
The New York Mortgage Company January 2005 - December 2005
Simpson Thacher & Bartlett LLP April 2002 - January 2005
Simpson Thacher & Bartlett LLP June 2001 - August 2001
Skills
Recruiting, Human Resources, Leadership Development, Analysis, Accounting, Interviews, Microsoft Excel
Education
New York University 2008 — 2010
M.S., Human Resources Mgmt
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA
Andrea Teebagy's Brown Brothers Harriman Experience 2006 - 2008
Job Financial Analyst at Oxfam America
Industry International Trade and Development
Experience
Oxfam America April 2013 - Present
Oxfam America January 2009 - April 2013
Brown Brothers Harriman 2006 - 2008
Education
Bentley University 2000 — 2004
Bachelor of Arts (BA), International/Global Studies
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Finance
Dale Carnegie
Oxfam America April 2013 - Present
Oxfam America January 2009 - April 2013
Brown Brothers Harriman 2006 - 2008
Education
Bentley University 2000 — 2004
Bachelor of Arts (BA), International/Global Studies
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Finance
Dale Carnegie
Alex Gentilli Alex Gentilli's Brown Brothers Harriman Experience August 2013 - April 2014
Job Associate at Arrowstreet Capital
Industry Financial Services
Experience
Arrowstreet Capital April 2014 - Present
Brown Brothers Harriman August 2013 - April 2014
State Street February 2012 - August 2013
State Street July 2011 - February 2012
State Street October 2010 - July 2011
Skills
Bloomberg Terminal, Microsoft Office, Stata, Visual Basic, Bloomberg, Valuation, Accounting, Alternative Investments, Analysis, Financial Reporting, Eviews, Financial Services, Investments, Hedge Funds, Microsoft Excel, PowerPoint, Mutual Funds, Securities
Education
Boston University 2012 — 2015
Master of Business Administration (MBA), Finance, General
Bates College 2006 — 2010
B.A., Economics
Westwood High School 2002 — 2006
Arrowstreet Capital April 2014 - Present
Brown Brothers Harriman August 2013 - April 2014
State Street February 2012 - August 2013
State Street July 2011 - February 2012
State Street October 2010 - July 2011
Skills
Bloomberg Terminal, Microsoft Office, Stata, Visual Basic, Bloomberg, Valuation, Accounting, Alternative Investments, Analysis, Financial Reporting, Eviews, Financial Services, Investments, Hedge Funds, Microsoft Excel, PowerPoint, Mutual Funds, Securities
Education
Boston University 2012 — 2015
Master of Business Administration (MBA), Finance, General
Bates College 2006 — 2010
B.A., Economics
Westwood High School 2002 — 2006
Joe Salvatore, CFA Joe Salvatore, CFA's Brown Brothers Harriman Experience December 2012 - Present
Job Chief Technology Officer/Senior Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman December 2012 - Present
State Street Global Markets August 2010 - November 2012
Wellington Management Corp June 2000 - August 2010
Fidelity Management & Research Company March 1999 - June 2000
Logica March 1997 - March 1999
ITS Associates (Acquired by Eagle Investment Systems) 1994 - 1997
Digital Equipment Corp. (Acquired by Compaq which was later acquired by HP) 1984 - 1991
Skills
Portfolio Management, Market Data, Trading Systems, Asset Management, Fixed Income, Equities, Electronic Trading, Derivatives, Financial Markets, Risk Management, Capital Markets, Options, Securities, Hedge Funds, Equity Research, Emerging Markets, Trading, Performance Measurement, Investments, Vendor Management, Financial Modeling, Acquisition Integration, Mutual Funds, IT Strategy, Asset, Wealth Management, Outsourcing, Executive Reporting, Banking, Valuation, Business Transformation, Management Consulting, Business Process..., Compliance, Back Office, Mergers, Risk, Project Portfolio..., Buy-side, Sell Side, Quantitative Research, Asset Managment, Investment Management, Investment Banking, Business Analysis, Mergers & Acquisitions, Financial Services, Equity Trading, Financial Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
McGill University
University of Massachusetts, Amherst
BS
Brown Brothers Harriman December 2012 - Present
State Street Global Markets August 2010 - November 2012
Wellington Management Corp June 2000 - August 2010
Fidelity Management & Research Company March 1999 - June 2000
Logica March 1997 - March 1999
ITS Associates (Acquired by Eagle Investment Systems) 1994 - 1997
Digital Equipment Corp. (Acquired by Compaq which was later acquired by HP) 1984 - 1991
Skills
Portfolio Management, Market Data, Trading Systems, Asset Management, Fixed Income, Equities, Electronic Trading, Derivatives, Financial Markets, Risk Management, Capital Markets, Options, Securities, Hedge Funds, Equity Research, Emerging Markets, Trading, Performance Measurement, Investments, Vendor Management, Financial Modeling, Acquisition Integration, Mutual Funds, IT Strategy, Asset, Wealth Management, Outsourcing, Executive Reporting, Banking, Valuation, Business Transformation, Management Consulting, Business Process..., Compliance, Back Office, Mergers, Risk, Project Portfolio..., Buy-side, Sell Side, Quantitative Research, Asset Managment, Investment Management, Investment Banking, Business Analysis, Mergers & Acquisitions, Financial Services, Equity Trading, Financial Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
McGill University
University of Massachusetts, Amherst
BS
Jenny Feng Jenny Feng's Brown Brothers Harriman Experience March 2008 - Present
Job Corporate Actions Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2008 - Present
Salomon Smith Barney October 2007 - January 2008
UBS Wealth Management October 2007 - December 2007
Metropolitan Dental Associates August 2006 - October 2007
Sylvan Learning Centers April 2002 - August 2006
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Finance and Investments
Brown Brothers Harriman March 2008 - Present
Salomon Smith Barney October 2007 - January 2008
UBS Wealth Management October 2007 - December 2007
Metropolitan Dental Associates August 2006 - October 2007
Sylvan Learning Centers April 2002 - August 2006
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Finance and Investments
Ruby Sun Ruby Sun's Brown Brothers Harriman Experience August 2014 - July 2015
Job Recruitment Consultant at Huxley Associates
Industry Financial Services
Experience
Huxley Banking & Financial Services July 2015 - Present
Brown Brothers Harriman August 2014 - July 2015
Dartmouth College August 2010 - May 2014
Dartmouth Hitchcock Medical Center August 2010 - January 2011
Skills
Proficient in Mandarin, Accounting, Financial Accounting, Budgeting and Planning, Research, Alternative Investments, Microsoft Excel, Public Speaking, Chinese Minor, Retail Sales Experience, Computer Proficiency, Medical Research, Event Organization..., Data Analysis, PowerPoint
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Beijing Normal University 2012 — 2013
Chinese Language and Literature
Texas Academy of Math and Science 2008 — 2010
Carroll High School
Huxley Banking & Financial Services July 2015 - Present
Brown Brothers Harriman August 2014 - July 2015
Dartmouth College August 2010 - May 2014
Dartmouth Hitchcock Medical Center August 2010 - January 2011
Skills
Proficient in Mandarin, Accounting, Financial Accounting, Budgeting and Planning, Research, Alternative Investments, Microsoft Excel, Public Speaking, Chinese Minor, Retail Sales Experience, Computer Proficiency, Medical Research, Event Organization..., Data Analysis, PowerPoint
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Beijing Normal University 2012 — 2013
Chinese Language and Literature
Texas Academy of Math and Science 2008 — 2010
Carroll High School
Yuri Kruman's Brown Brothers Harriman Experience July 2011 - August 2012
Job Manager, Doctor Acquisition | Author | Blogger | Startup Advisor
Industry Health, Wellness and Fitness
Experience
Healthcare Startup (Stealth Mode) September 2015 - Present
Money.com September 2015 - Present
Liazon April 2015 - Present
Self February 2014 - Present
Author House / Self October 2013 - Present
Goldman Sachs, Bank of America/Merrill Lynch, Fortress Investment Group, Various Startups April 2010 - Present
Maxwell Health July 2014 - March 2015
SUNY Levin/Kauffman Foundation October 2012 - December 2012
MoreSpinach, Inc. March 2011 - December 2012
Brown Brothers Harriman July 2011 - August 2012
Skills
Bloomberg, Portfolio Management, Legal Research, Business Planning, Data Analysis, Legal Writing, Start-ups, Credit Risk, Entrepreneurship, Business Analysis, Spanish, Project Management, Contract Management, Risk Management, Microsoft Excel, Russian, Data Management, Business Development, Records Management, Analytics, Training, Process Improvement, Product Management, Microsoft Office, Project Planning, Hyperion Reports, Business Strategy, Healthcare, Health Insurance, Market Research, Consumer Healthcare, SQL, MS Access, Big Data, Change Management, Microsoft Word, PowerPoint, Morningstar, Press Releases, Social Media, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Publicity, Vendor Management, Event Management, Strategic Communications, Media Relations, Editing, SDLC
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
University of Pennsylvania
BA with Honors, Anthropology, Biological Basis of Behavior
Healthcare Startup (Stealth Mode) September 2015 - Present
Money.com September 2015 - Present
Liazon April 2015 - Present
Self February 2014 - Present
Author House / Self October 2013 - Present
Goldman Sachs, Bank of America/Merrill Lynch, Fortress Investment Group, Various Startups April 2010 - Present
Maxwell Health July 2014 - March 2015
SUNY Levin/Kauffman Foundation October 2012 - December 2012
MoreSpinach, Inc. March 2011 - December 2012
Brown Brothers Harriman July 2011 - August 2012
Skills
Bloomberg, Portfolio Management, Legal Research, Business Planning, Data Analysis, Legal Writing, Start-ups, Credit Risk, Entrepreneurship, Business Analysis, Spanish, Project Management, Contract Management, Risk Management, Microsoft Excel, Russian, Data Management, Business Development, Records Management, Analytics, Training, Process Improvement, Product Management, Microsoft Office, Project Planning, Hyperion Reports, Business Strategy, Healthcare, Health Insurance, Market Research, Consumer Healthcare, SQL, MS Access, Big Data, Change Management, Microsoft Word, PowerPoint, Morningstar, Press Releases, Social Media, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Publicity, Vendor Management, Event Management, Strategic Communications, Media Relations, Editing, SDLC
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
University of Pennsylvania
BA with Honors, Anthropology, Biological Basis of Behavior
Marcia Reid's Brown Brothers Harriman Experience February 1999 - Present
Job Senior Vice President Global Head of Markets Systems at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 1999 - Present
Salomon Smith Barney 1989 - 1999
Skills
Market Data, Trading Systems, Financial Services, Equities, Securities, Risk Management, Banking, SDLC, Global Custody, Vendor Management, FX Options
Education
New Jersey Institute of Technology
Master of Science in Information Systems, Computer and Information Sciences and Support Services
City University of New York-Baruch College
Bachelor of Business Administration in Accounting
Brown Brothers Harriman February 1999 - Present
Salomon Smith Barney 1989 - 1999
Skills
Market Data, Trading Systems, Financial Services, Equities, Securities, Risk Management, Banking, SDLC, Global Custody, Vendor Management, FX Options
Education
New Jersey Institute of Technology
Master of Science in Information Systems, Computer and Information Sciences and Support Services
City University of New York-Baruch College
Bachelor of Business Administration in Accounting
Ming Mui Ming Mui's Brown Brothers Harriman Experience November 2009 - March 2010
Job Portfolio Administrator at Global X Management Company
Industry Investment Management
Experience
Global X Management Company September 2014 - Present
Van Eck Global April 2010 - December 2013
Brown Brothers Harriman November 2009 - March 2010
AllianceBernstein July 2006 - October 2008
Oppenheimer & Co. April 2005 - July 2006
Skills
Microsoft Word, Excel,..., Investments, Trading, Equities, Bloomberg, FX Options, ETFs, Fixed Income, Securities, Portfolio Management, Banking, Fund Accounting, Emerging Markets, Account Reconciliation, Hedge Funds
Education
Baruch College 2001 — 2004
B.B.A, International Marketing
Global X Management Company September 2014 - Present
Van Eck Global April 2010 - December 2013
Brown Brothers Harriman November 2009 - March 2010
AllianceBernstein July 2006 - October 2008
Oppenheimer & Co. April 2005 - July 2006
Skills
Microsoft Word, Excel,..., Investments, Trading, Equities, Bloomberg, FX Options, ETFs, Fixed Income, Securities, Portfolio Management, Banking, Fund Accounting, Emerging Markets, Account Reconciliation, Hedge Funds
Education
Baruch College 2001 — 2004
B.B.A, International Marketing
Vipul M. Khamar's Brown Brothers Harriman Experience May 1997 - May 1999
Job
Industry Information Technology and Services
Experience
The Visiting Nurse Service of New York October 2011 - Present
Visiting Nurse Service of New York January 2008 - September 2011
Visiting Nurse Service of New York October 2005 - December 2007
GetGo Media 2003 - 2005
American Technology Services, Inc. March 2002 - May 2003
Yodlee April 2000 - March 2002
Lucent Technologies May 1999 - April 2000
Brown Brothers Harriman May 1997 - May 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA, Hi Tech Marketing/Entrepreneurship
New York University - Leonard N. Stern School of Business 1995 — 1997
BS - Business, Finance & Information Systems
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1994
Engineering
The Visiting Nurse Service of New York October 2011 - Present
Visiting Nurse Service of New York January 2008 - September 2011
Visiting Nurse Service of New York October 2005 - December 2007
GetGo Media 2003 - 2005
American Technology Services, Inc. March 2002 - May 2003
Yodlee April 2000 - March 2002
Lucent Technologies May 1999 - April 2000
Brown Brothers Harriman May 1997 - May 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA, Hi Tech Marketing/Entrepreneurship
New York University - Leonard N. Stern School of Business 1995 — 1997
BS - Business, Finance & Information Systems
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1994
Engineering
Delroy Thomas's Brown Brothers Harriman Experience January 2005 - Present
Job Accountant at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman January 2005 - Present
Soros Fund Management 2002 - 2004
American Institute of Certified Public Accountant 1990 - 2001
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
Brown Brothers Harriman January 2005 - Present
Soros Fund Management 2002 - 2004
American Institute of Certified Public Accountant 1990 - 2001
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
Dawn Pischetola's Brown Brothers Harriman Experience September 1996 - 1999
Job Managing Director Head of Middle Office Implementations at BNY Mellon
Industry Computer Software
Experience
BNY Mellon May 2013 - Present
BNY Mellon July 2011 - April 2013
Eagle Investment Systems March 2010 - June 2011
Eagle Investment Systems September 2008 - February 2010
Eagle Investment Systems LLC, a Mellon Financial Company September 2006 - August 2008
Collaborative Consulting 2005 - 2006
Brown Brothers Harriman & Co. 2000 - 2004
Brown Brothers Harriman September 1996 - 1999
Skills
Business Analysis, Data Warehousing, Software Project..., Financial Services, Oracle, SDLC, Requirements Analysis, Product Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
Bentley University 1992 — 1996
BS, EC/FI
BNY Mellon May 2013 - Present
BNY Mellon July 2011 - April 2013
Eagle Investment Systems March 2010 - June 2011
Eagle Investment Systems September 2008 - February 2010
Eagle Investment Systems LLC, a Mellon Financial Company September 2006 - August 2008
Collaborative Consulting 2005 - 2006
Brown Brothers Harriman & Co. 2000 - 2004
Brown Brothers Harriman September 1996 - 1999
Skills
Business Analysis, Data Warehousing, Software Project..., Financial Services, Oracle, SDLC, Requirements Analysis, Product Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
Bentley University 1992 — 1996
BS, EC/FI
Humberto Ribeiro's Brown Brothers Harriman Experience 2004 - 2006
Job VP/Managing Director Institutional Client Services Latin America
Industry Financial Services
Experience
Avanchi Trading 2013 - Present
JPMorgan Chase 2008 - 2012
The Bank of New York Mellon April 2007 - September 2008
Brown Brothers Harriman 2004 - 2006
Deutsche Bank 1998 - 2003
Skills
Fixed Income, Derivatives, Equities, Hedge Funds, Capital Markets, Securities, Bloomberg, Financial Services, Investment Banking, Asset Management, Middle Office, Mutual Funds, Global Custody, FX Options, Alternative Investments, Bonds, Corporate Actions, Back Office, Investment Management, Securities Lending, Structured Finance
Education
Baruch College, City University of New York (CUNY)
Avanchi Trading 2013 - Present
JPMorgan Chase 2008 - 2012
The Bank of New York Mellon April 2007 - September 2008
Brown Brothers Harriman 2004 - 2006
Deutsche Bank 1998 - 2003
Skills
Fixed Income, Derivatives, Equities, Hedge Funds, Capital Markets, Securities, Bloomberg, Financial Services, Investment Banking, Asset Management, Middle Office, Mutual Funds, Global Custody, FX Options, Alternative Investments, Bonds, Corporate Actions, Back Office, Investment Management, Securities Lending, Structured Finance
Education
Baruch College, City University of New York (CUNY)
Saied Ezzeddine's Brown Brothers Harriman Experience August 2000 - February 2002
Job V.P. Consultant Relations, Portfolio Specialist
Industry Financial Services
Experience
Fisher Investments April 2012 - Present
Fisher Investments January 2007 - March 2012
Fisher Investments October 2004 - January 2007
Fisher Investments March 2002 - October 2004
Brown Brothers Harriman August 2000 - February 2002
Brown Brothers Harriman September 1999 - August 2000
Brown Brothers Harriman August 1998 - September 1999
Skills
Equities, Investments, Fixed Income, Asset Allocation, Alternative Investments, Investment Strategies, Institutional..., Investment Management, Equity Research, Asset Managment, Portfolio Management, Wealth Management, Financial Modeling, Valuation, Financial Analysis, Economics, Investment Advisory, Strategic Financial..., Capital Markets, Mutual Funds, Securities, Superannuation, Pension Funds, Asset Management, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
Master's degree, Finance, General
Boston University 1994 — 1998
Bachelor's degree, Psychology
Fisher Investments April 2012 - Present
Fisher Investments January 2007 - March 2012
Fisher Investments October 2004 - January 2007
Fisher Investments March 2002 - October 2004
Brown Brothers Harriman August 2000 - February 2002
Brown Brothers Harriman September 1999 - August 2000
Brown Brothers Harriman August 1998 - September 1999
Skills
Equities, Investments, Fixed Income, Asset Allocation, Alternative Investments, Investment Strategies, Institutional..., Investment Management, Equity Research, Asset Managment, Portfolio Management, Wealth Management, Financial Modeling, Valuation, Financial Analysis, Economics, Investment Advisory, Strategic Financial..., Capital Markets, Mutual Funds, Securities, Superannuation, Pension Funds, Asset Management, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
Master's degree, Finance, General
Boston University 1994 — 1998
Bachelor's degree, Psychology
Laurel Davis Ferretti's Brown Brothers Harriman Experience October 1999 - July 2000
Job Nonprofit Advisor
Industry Nonprofit Organization Management
Experience
Social Venture Partners Boston June 2011 - Present
Associated Grant Makers June 2011 - August 2013
Massachusetts Business Alliance For Education January 2010 - July 2010
Massachusetts Business Alliance For Education September 2009 - December 2009
Babson Capital Management July 2007 - May 2009
Newport Asia May 2002 - June 2005
Newport Pacific October 2000 - May 2002
Brown Brothers Harriman October 1999 - July 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
Boston College 1995 — 1999
BS, Marketing
Social Venture Partners Boston June 2011 - Present
Associated Grant Makers June 2011 - August 2013
Massachusetts Business Alliance For Education January 2010 - July 2010
Massachusetts Business Alliance For Education September 2009 - December 2009
Babson Capital Management July 2007 - May 2009
Newport Asia May 2002 - June 2005
Newport Pacific October 2000 - May 2002
Brown Brothers Harriman October 1999 - July 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
Boston College 1995 — 1999
BS, Marketing
Doug Lankow's Brown Brothers Harriman Experience 1997 - 2000
Job Senior Investment Product Specialist at ING US
Industry Financial Services
Experience
Voya Financial July 2006 - Present
Loomis Sayles March 2002 - July 2006
Putnam Investments March 2001 - March 2002
Brown Brothers Harriman 1997 - 2000
Keystone Investments 1995 - 1997
Skills
Series 7, Series 63, Series 6, ING Financial Advisers,..., Mutual Funds, Investments, Securities, Asset Allocation, Equities, Alternative Investments, Financial Services, Portfolio Management, Asset Management, Fixed Income, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Finance
Susquehanna University 1987 — 1991
BA, English
New Canaan High School, New Canaan, CT 1983 — 1987
Voya Financial July 2006 - Present
Loomis Sayles March 2002 - July 2006
Putnam Investments March 2001 - March 2002
Brown Brothers Harriman 1997 - 2000
Keystone Investments 1995 - 1997
Skills
Series 7, Series 63, Series 6, ING Financial Advisers,..., Mutual Funds, Investments, Securities, Asset Allocation, Equities, Alternative Investments, Financial Services, Portfolio Management, Asset Management, Fixed Income, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Finance
Susquehanna University 1987 — 1991
BA, English
New Canaan High School, New Canaan, CT 1983 — 1987
LaToya Naughton's Brown Brothers Harriman Experience August 2012 - Present
Job Senior Contract Negotiator at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2012 - Present
Thomson Reuters 2008 - Present
Thomson Financial LLC, a Thomson Reuters company April 2005 - August 2012
Thomson Financial 2005 - August 2012
Advent Software July 2002 - April 2005
MicroEdge 1999 - 2001
Integrated Decision Systems 1996 - 1999
Skills
Relationship Management, Account Management, Contract Negotiation, CRM, Sales, Forecasting, Negotiation, Sales Management, Salesforce.com, Enterprise Software, Contract Management, Financial Analysis, Sales Operations, Strategic Partnerships, Vendor Management, Solution Selling, Product Management, Customer Service, Training, Strategy
Education
City University of New York-Baruch College 1999 — 2002
B.A., Corporate Communications
Mount Ida College 1994 — 1996
A.A.S, Communications
Brown Brothers Harriman August 2012 - Present
Thomson Reuters 2008 - Present
Thomson Financial LLC, a Thomson Reuters company April 2005 - August 2012
Thomson Financial 2005 - August 2012
Advent Software July 2002 - April 2005
MicroEdge 1999 - 2001
Integrated Decision Systems 1996 - 1999
Skills
Relationship Management, Account Management, Contract Negotiation, CRM, Sales, Forecasting, Negotiation, Sales Management, Salesforce.com, Enterprise Software, Contract Management, Financial Analysis, Sales Operations, Strategic Partnerships, Vendor Management, Solution Selling, Product Management, Customer Service, Training, Strategy
Education
City University of New York-Baruch College 1999 — 2002
B.A., Corporate Communications
Mount Ida College 1994 — 1996
A.A.S, Communications
Victor Melfa III's Brown Brothers Harriman Experience May 2006 - August 2006
Job Portfolio Manager: Melfa Wealth Management
Industry Financial Services
Experience
Melfa Wealth Management July 2007 - Present
Brown Brothers Harriman May 2006 - August 2006
Skills
Wealth Management, Strategic Financial..., Start-ups, Wealth Management...
Education
Babson College 2004 — 2008
Melfa Wealth Management July 2007 - Present
Brown Brothers Harriman May 2006 - August 2006
Skills
Wealth Management, Strategic Financial..., Start-ups, Wealth Management...
Education
Babson College 2004 — 2008
Julie Zou's Brown Brothers Harriman Experience June 2006 - April 2007
Job Fund Treasury Manager at UBS Global Asset Management (Americas) Inc.
Industry Capital Markets
Experience
UBS April 2007 - Present
Brown Brothers Harriman June 2006 - April 2007
Goldman Sachs 2005 - 2006
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, FX Options, Swaps, Bonds, Mutual Funds, Securities, Financial Markets, Alternative Investments, Equity Derivatives, Capital Markets, Fund Administration
Education
Baruch College, City University of New York (CUNY) 1999 — 2005
UBS April 2007 - Present
Brown Brothers Harriman June 2006 - April 2007
Goldman Sachs 2005 - 2006
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, FX Options, Swaps, Bonds, Mutual Funds, Securities, Financial Markets, Alternative Investments, Equity Derivatives, Capital Markets, Fund Administration
Education
Baruch College, City University of New York (CUNY) 1999 — 2005
Josh Fine's Brown Brothers Harriman Experience May 2009 - December 2014
Job Managing Director, Head of Strategy, Investor Services
Industry Financial Services
Experience
Brown Brothers Harriman May 2009 - December 2014
Wellington Management Company July 2005 - April 2009
Citigroup July 1998 - July 2005
Skills
Tax, Private Equity, Fixed Income, Due Diligence, Equities, Securities, Mutual Funds, International Tax, Tax Law, Mergers & Acquisitions, Financial Services, Investments, Corporate Finance, Asset Management, Alternative Investments, Corporate Tax, Hedge Funds
Education
New York University School of Law 1997 — 1998
LLM, Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1994 — 1997
JD, law
Hobart and William Smith Colleges 1989 — 1993
Bachelor's degree, History and Religious Studies
Brown Brothers Harriman May 2009 - December 2014
Wellington Management Company July 2005 - April 2009
Citigroup July 1998 - July 2005
Skills
Tax, Private Equity, Fixed Income, Due Diligence, Equities, Securities, Mutual Funds, International Tax, Tax Law, Mergers & Acquisitions, Financial Services, Investments, Corporate Finance, Asset Management, Alternative Investments, Corporate Tax, Hedge Funds
Education
New York University School of Law 1997 — 1998
LLM, Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1994 — 1997
JD, law
Hobart and William Smith Colleges 1989 — 1993
Bachelor's degree, History and Religious Studies
Alexandria Tom's Brown Brothers Harriman Experience September 2007 - Present
Job Wealth Management Administration at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2007 - Present
Converseon December 2006 - September 2007
adidas June 2005 - December 2006
Skills
Microsoft Office, Digital Marketing, Google Adwords, Social Media Marketing, Social Media, Facebook, Marketing, Sales, Salesforce.com, Social Networking
Education
City University of New York-Baruch College
Bachelor of Arts (B.A.), Corporate Communications
Murry Bergtraum High School
Brown Brothers Harriman September 2007 - Present
Converseon December 2006 - September 2007
adidas June 2005 - December 2006
Skills
Microsoft Office, Digital Marketing, Google Adwords, Social Media Marketing, Social Media, Facebook, Marketing, Sales, Salesforce.com, Social Networking
Education
City University of New York-Baruch College
Bachelor of Arts (B.A.), Corporate Communications
Murry Bergtraum High School
Melineh Ounanian's Brown Brothers Harriman Experience January 2009 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2009 - Present
Nicolosi & Nicolosi, LLP August 2008 - October 2008
Marchese & Maynard, LLP June 2007 - May 2008
Cardozo Tax Clinic August 2007 - December 2007
O'Hare Parnagian, LLP June 2006 - August 2006
Skills
Estate Planning, Personal Trust..., Estate Tax Planning, Estate Administration, Wealth Management..., Legal Research, Pivotal CRM, High Net Worth..., Real Estate, Tax, Securities, Trusts, Litigation, Series 7
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
J.D., Taxation
New York University 2001 — 2005
BA, English, History
Brown Brothers Harriman January 2009 - Present
Nicolosi & Nicolosi, LLP August 2008 - October 2008
Marchese & Maynard, LLP June 2007 - May 2008
Cardozo Tax Clinic August 2007 - December 2007
O'Hare Parnagian, LLP June 2006 - August 2006
Skills
Estate Planning, Personal Trust..., Estate Tax Planning, Estate Administration, Wealth Management..., Legal Research, Pivotal CRM, High Net Worth..., Real Estate, Tax, Securities, Trusts, Litigation, Series 7
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
J.D., Taxation
New York University 2001 — 2005
BA, English, History
Deb Keene, MBA's Brown Brothers Harriman Experience February 2000 - June 2002
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Global Atlantic Financial Group April 2013 - June 2015
Sun Life Financial October 2012 - April 2013
Sun Life Financial June 2011 - October 2012
Sun Life Financial September 2008 - June 2011
Wellington Management Company January 2005 - July 2008
Wellington Management Company L.L.P. July 2002 - January 2005
Brown Brothers Harriman February 2000 - June 2002
Fidelity Investments February 1998 - February 2000
Eastern Bank March 1996 - February 1998
The Boston Company Asset Management, LLC December 1994 - February 1996
Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS
Richmond, The American International University in London
Global Atlantic Financial Group April 2013 - June 2015
Sun Life Financial October 2012 - April 2013
Sun Life Financial June 2011 - October 2012
Sun Life Financial September 2008 - June 2011
Wellington Management Company January 2005 - July 2008
Wellington Management Company L.L.P. July 2002 - January 2005
Brown Brothers Harriman February 2000 - June 2002
Fidelity Investments February 1998 - February 2000
Eastern Bank March 1996 - February 1998
The Boston Company Asset Management, LLC December 1994 - February 1996
Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS
Richmond, The American International University in London
Saroj Hariprashad's Brown Brothers Harriman Experience November 2007 - Present
Job Information Security Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2007 - Present
JPMorgan January 1997 - November 2007
Devise Associates, New York, New York April 1996 - October 1996
Skills
Information Security..., Risk Management, Disaster Recovery, Vendor Management, Business Continuity, Application Security, SDLC, IT Audit, Security Management, Security, Information Security, Software Documentation, Visio
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
Brown Brothers Harriman November 2007 - Present
JPMorgan January 1997 - November 2007
Devise Associates, New York, New York April 1996 - October 1996
Skills
Information Security..., Risk Management, Disaster Recovery, Vendor Management, Business Continuity, Application Security, SDLC, IT Audit, Security Management, Security, Information Security, Software Documentation, Visio
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
Nick Sorabella's Brown Brothers Harriman Experience March 2014 - Present
Job Assistant Vice President, Network and Counterparty Relationship Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman June 2010 - March 2014
Securities Finance Trust Co. (eSecLending) June 2004 - June 2010
Skills
Bloomberg, Corporate Actions, Equities, Financial Analysis, Financial Services, Fixed Income, Global Custody, Securities, Securities Lending
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2012
MBA
Bentley University 2000 — 2004
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman June 2010 - March 2014
Securities Finance Trust Co. (eSecLending) June 2004 - June 2010
Skills
Bloomberg, Corporate Actions, Equities, Financial Analysis, Financial Services, Fixed Income, Global Custody, Securities, Securities Lending
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2012
MBA
Bentley University 2000 — 2004
Kate Curran's Brown Brothers Harriman Experience March 2000 - Present
Job Vice President at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman March 2000 - Present
Skills
SDLC, Fixed Income, Business Analysis, Financial Services, Equities, Vendor Management, Requirements Analysis, Software Project..., Process Improvement, IT Strategy, Business Requirements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
MS, Computer Information Systems
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Science (BS), Accounting
Brown Brothers Harriman March 2000 - Present
Skills
SDLC, Fixed Income, Business Analysis, Financial Services, Equities, Vendor Management, Requirements Analysis, Software Project..., Process Improvement, IT Strategy, Business Requirements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
MS, Computer Information Systems
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Science (BS), Accounting
Christopher Deluca's Brown Brothers Harriman Experience August 1993 - July 1997
Job at
Industry Banking
Experience
HSBC Securities June 2004 - Present
Deutsche Bank 2000 - May 2002
Bankers Trust July 1997 - 2000
Brown Brothers Harriman August 1993 - July 1997
Education
Baruch College, City University of New York (CUNY)
HSBC Securities June 2004 - Present
Deutsche Bank 2000 - May 2002
Bankers Trust July 1997 - 2000
Brown Brothers Harriman August 1993 - July 1997
Education
Baruch College, City University of New York (CUNY)
Dwayne Hassell's Brown Brothers Harriman Experience October 2005 - Present
Job Senior Auditor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2005 - Present
EY 2001 - 2003
Skills
Internal Audit, Financial Analysis, Risk Assessment, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley, Management
Education
Hampton University 1997 — 2001
Accounting
Baruch College, City University of New York (CUNY)
Brown Brothers Harriman October 2005 - Present
EY 2001 - 2003
Skills
Internal Audit, Financial Analysis, Risk Assessment, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley, Management
Education
Hampton University 1997 — 2001
Accounting
Baruch College, City University of New York (CUNY)
Vithal Dhond's Brown Brothers Harriman Experience May 2010 - January 2011
Job Business Analyst at CGI
Industry Financial Services
Experience
CGI May 2013 - Present
Fidelity Investments June 2011 - May 2013
State Street February 2011 - June 2011
Brown Brothers Harriman May 2010 - January 2011
Larsen & Toubro Finance Ltd June 2008 - September 2008
State Street Syntel Services Pvt. Ltd April 2006 - July 2007
Campbell Electronics Ltd December 2004 - December 2005
Bank of Bahrain & Kuwait April 2004 - September 2004
Skills
MS Office Suite, MS Project, Visio, SQL, Crystal Ball, Morningstar, Factset, Bloomberg, JIRA, Business Analysis, Budgeting, Forecasting, Financial Analysis, Financial Modeling, Financial Markets, Budgets, Microsoft Excel, Requirements Gathering, Access, Microsoft Office, Business Process, Business Intelligence
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Master of Science in Finance, Finance
R. A. Podar College of Commerce & Economics 1999 — 2005
Bachelor of Commerce, Accounting and Economics
CGI May 2013 - Present
Fidelity Investments June 2011 - May 2013
State Street February 2011 - June 2011
Brown Brothers Harriman May 2010 - January 2011
Larsen & Toubro Finance Ltd June 2008 - September 2008
State Street Syntel Services Pvt. Ltd April 2006 - July 2007
Campbell Electronics Ltd December 2004 - December 2005
Bank of Bahrain & Kuwait April 2004 - September 2004
Skills
MS Office Suite, MS Project, Visio, SQL, Crystal Ball, Morningstar, Factset, Bloomberg, JIRA, Business Analysis, Budgeting, Forecasting, Financial Analysis, Financial Modeling, Financial Markets, Budgets, Microsoft Excel, Requirements Gathering, Access, Microsoft Office, Business Process, Business Intelligence
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Master of Science in Finance, Finance
R. A. Podar College of Commerce & Economics 1999 — 2005
Bachelor of Commerce, Accounting and Economics
Jenny Kofman's Brown Brothers Harriman Experience July 2007 - Present
Job Audit Project Lead at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2007 - Present
Education
Baruch College
Master of Business Administration (MBA)
Brown Brothers Harriman July 2007 - Present
Education
Baruch College
Master of Business Administration (MBA)
Jonathan Adelman's Brown Brothers Harriman Experience September 2004 - July 2008
Job SVP, Global Client Finance at Edelman
Industry Marketing and Advertising
Experience
Edelman April 2013 - Present
McCann Worldgroup May 2012 - April 2013
Digitas September 2008 - May 2012
Brown Brothers Harriman September 2004 - July 2008
Alliance Capital Management April 2003 - September 2004
EMI Music July 2000 - October 2002
ARAMARK June 1998 - July 2000
Skills
Financial Analysis, Forecasting, Financial Services, Leadership, Integrated Marketing, Financial Modeling, Strategy, Analytics, Budgets
Education
Baruch College, City University of New York (CUNY)
MBA
Boston University
BS, Business Administration
Edelman April 2013 - Present
McCann Worldgroup May 2012 - April 2013
Digitas September 2008 - May 2012
Brown Brothers Harriman September 2004 - July 2008
Alliance Capital Management April 2003 - September 2004
EMI Music July 2000 - October 2002
ARAMARK June 1998 - July 2000
Skills
Financial Analysis, Forecasting, Financial Services, Leadership, Integrated Marketing, Financial Modeling, Strategy, Analytics, Budgets
Education
Baruch College, City University of New York (CUNY)
MBA
Boston University
BS, Business Administration
Jessie Shiu, CFA, CPA's Brown Brothers Harriman Experience March 2006 - June 2007
Job Manager, Corporate Strategy and Development at Eastspring Investments
Industry Accounting
Experience
Eastspring Investments January 2014 - Present
Eastspring Investments January 2014 - Present
EY January 2013 - January 2014
Ernst & Young September 2010 - January 2013
Taipei Fubon Commercial Bank June 2007 - July 2009
Brown Brothers Harriman March 2006 - June 2007
Skills
Business Valuation, DCF Valuation, Business Modeling, Mergers & Acquisitions, Auditing, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, US GAAP, Valuation, GAAP, Accounting, Risk Management, Analysis, Corporate Finance, Finance, Due Diligence
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
MS, Accounting
Baruch College, City University of New York (CUNY) 2004 — 2006
MBA, Finance
Eastspring Investments January 2014 - Present
Eastspring Investments January 2014 - Present
EY January 2013 - January 2014
Ernst & Young September 2010 - January 2013
Taipei Fubon Commercial Bank June 2007 - July 2009
Brown Brothers Harriman March 2006 - June 2007
Skills
Business Valuation, DCF Valuation, Business Modeling, Mergers & Acquisitions, Auditing, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, US GAAP, Valuation, GAAP, Accounting, Risk Management, Analysis, Corporate Finance, Finance, Due Diligence
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
MS, Accounting
Baruch College, City University of New York (CUNY) 2004 — 2006
MBA, Finance
Jean Robinson, CPA's Brown Brothers Harriman Experience June 2004 - May 2005
Job Assistant Controller at Hancock Natural Resource Group (HNRG)
Industry Investment Management
Experience
Hancock Natural Resource Group (HNRG) September 2011 - Present
Hancock Natural Resource Group (HNRG) September 2008 - September 2011
Grant Thornton LLP January 2006 - September 2008
Brown Brothers Harriman June 2004 - May 2005
Staples, Inc. July 2002 - November 2002
Skills
Financial Reporting, General Ledger, Accounting, Accounts Payable, Fixed Assets, Budgeting, Forecasting, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2015
Masters, Taxation
Northeastern University - Graduate School of Business Administration 2005 — 2006
MSA/MBA, Business, Accounting
College of the Holy Cross 2000 — 2004
Bachelor of Arts, Economics
Certified Public Accountant
State of Massachusetts
Hancock Natural Resource Group (HNRG) September 2011 - Present
Hancock Natural Resource Group (HNRG) September 2008 - September 2011
Grant Thornton LLP January 2006 - September 2008
Brown Brothers Harriman June 2004 - May 2005
Staples, Inc. July 2002 - November 2002
Skills
Financial Reporting, General Ledger, Accounting, Accounts Payable, Fixed Assets, Budgeting, Forecasting, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2015
Masters, Taxation
Northeastern University - Graduate School of Business Administration 2005 — 2006
MSA/MBA, Business, Accounting
College of the Holy Cross 2000 — 2004
Bachelor of Arts, Economics
Certified Public Accountant
State of Massachusetts
Peter Bassey's Brown Brothers Harriman Experience November 2012 - August 2015
Job Vice President, IT Audit Manager at Allianz Asset Management
Industry Accounting
Experience
Allianz Asset Management August 2015 - Present
Brown Brothers Harriman November 2012 - August 2015
KKR July 2008 - May 2012
ISACA 2002 - 2012
Weiser LLP October 2005 - July 2008
Colgate Palmolive March 2004 - September 2005
Skills
SAP R/3, ACL/IDEA, Visio, PeopleSoft, SAP, Financial Services, Finance, Banking, IBM iSeries, Mainframe, Microsoft Excel, Oracle, Microsoft Office, Microsoft SQL Server, Unix
Education
Baruch College 2001 — 2002
MBA, Computer Information Systems
FGC Azare 1996 — 2001
High School Diploma
Federal Polytechnic Ilaro, Nigeria 1991 — 1996
BA, Accounting
FGC Azare
Federal Government College Azare
High School Diploma
Allianz Asset Management August 2015 - Present
Brown Brothers Harriman November 2012 - August 2015
KKR July 2008 - May 2012
ISACA 2002 - 2012
Weiser LLP October 2005 - July 2008
Colgate Palmolive March 2004 - September 2005
Skills
SAP R/3, ACL/IDEA, Visio, PeopleSoft, SAP, Financial Services, Finance, Banking, IBM iSeries, Mainframe, Microsoft Excel, Oracle, Microsoft Office, Microsoft SQL Server, Unix
Education
Baruch College 2001 — 2002
MBA, Computer Information Systems
FGC Azare 1996 — 2001
High School Diploma
Federal Polytechnic Ilaro, Nigeria 1991 — 1996
BA, Accounting
FGC Azare
Federal Government College Azare
High School Diploma
Natalia Zvereva's Brown Brothers Harriman Experience October 2008 - February 2009
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2012 - Present
JP Morgan March 2011 - February 2012
MF Global October 2009 - March 2011
Brown Brothers Harriman October 2008 - February 2009
Merrill Lynch June 2008 - August 2008
Knight Vinke Asset Management January 2008 - May 2008
Merrill Lynch December 2006 - February 2008
Bentley Assets Group, LLC May 2006 - September 2006
Skills
Account Reconciliation, Hedge Funds, Fixed Income, Macroeconomics, Derivatives, ISDA, Bloomberg, FX Derivatives, Interest Rate..., Market Risk, Risk Management, Trading, Financial Risk, Equities, Equity Derivatives, VBA, Credit Risk, Asset Management, Analysis, Options, FX Options, Valuation, Capital Markets, VAR, Corporate Finance, Financial Modeling, Bloomberg Terminal, Emerging Markets, Financial Markets, Hedging, Equity Trading, Commodity, Investment Banking, Portfolio Management, FX trading, Foreign Exchange, Quantitative Finance
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, Master's in Mathematics of Finance
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration, Finance & Investments
J.P. Morgan February 2012 - Present
JP Morgan March 2011 - February 2012
MF Global October 2009 - March 2011
Brown Brothers Harriman October 2008 - February 2009
Merrill Lynch June 2008 - August 2008
Knight Vinke Asset Management January 2008 - May 2008
Merrill Lynch December 2006 - February 2008
Bentley Assets Group, LLC May 2006 - September 2006
Skills
Account Reconciliation, Hedge Funds, Fixed Income, Macroeconomics, Derivatives, ISDA, Bloomberg, FX Derivatives, Interest Rate..., Market Risk, Risk Management, Trading, Financial Risk, Equities, Equity Derivatives, VBA, Credit Risk, Asset Management, Analysis, Options, FX Options, Valuation, Capital Markets, VAR, Corporate Finance, Financial Modeling, Bloomberg Terminal, Emerging Markets, Financial Markets, Hedging, Equity Trading, Commodity, Investment Banking, Portfolio Management, FX trading, Foreign Exchange, Quantitative Finance
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, Master's in Mathematics of Finance
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration, Finance & Investments
Caryn McCurry's Brown Brothers Harriman Experience September 2000 - January 2003
Job Founder & CEO at Singularity
Industry Human Resources
Experience
Singularity January 2008 - Present
Foundation for Inspired Learning 2009 - 2010
Coach for Life 2004 - 2010
Service Associates Transcription Services June 2004 - September 2006
Brown Brothers Harriman September 2000 - January 2003
Deloitte September 1999 - February 2000
Salomon Smith Barney September 1996 - August 1999
Smythe Masterson & Judd 1989 - 1996
Skills
Coaching, Staff Development, Strategy, Entrepreneurship, Workshop Facilitation, Recruiting, Team Building, Human Resources, Executive Coaching, Management, Organizational..., Leadership Development, Talent Management, Program Development, Leadership
Education
Coach for Life, CLC 2002 — 2004
Certificed Life Coach, Coaching
Coach for Life 2002 — 2003
Certified Life Coach, Life Coaching
Baruch College, City University of New York (CUNY) 1983 — 1988
B.S., Industrial Psychology
Singularity January 2008 - Present
Foundation for Inspired Learning 2009 - 2010
Coach for Life 2004 - 2010
Service Associates Transcription Services June 2004 - September 2006
Brown Brothers Harriman September 2000 - January 2003
Deloitte September 1999 - February 2000
Salomon Smith Barney September 1996 - August 1999
Smythe Masterson & Judd 1989 - 1996
Skills
Coaching, Staff Development, Strategy, Entrepreneurship, Workshop Facilitation, Recruiting, Team Building, Human Resources, Executive Coaching, Management, Organizational..., Leadership Development, Talent Management, Program Development, Leadership
Education
Coach for Life, CLC 2002 — 2004
Certificed Life Coach, Coaching
Coach for Life 2002 — 2003
Certified Life Coach, Life Coaching
Baruch College, City University of New York (CUNY) 1983 — 1988
B.S., Industrial Psychology
Daniel Zibinskas's Brown Brothers Harriman Experience April 1994 - February 2000
Job Beaumont Financial Partners, LLC
Industry Investment Management
Experience
Beaumont Financial Partners, LLC October 2011 - Present
Shepherd Kaplan LLC May 2010 - October 2011
BNY Mellon February 2000 - May 2010
Brown Brothers Harriman April 1994 - February 2000
Skills
Alternative Investments, Estate Planning, Investment Management, Wealth Management, Trusted Advisor, Portfolio Management, Investment Strategies, Asset Allocation, Asset Management, Bloomberg, Hedge Funds, Mutual Funds, Investment Advisory, Private Equity, Fixed Income, Securities, Equities
Education
Wake Forest University 1990 — 1992
BA, Economics
Bates College 1988 — 1990
Beaumont Financial Partners, LLC October 2011 - Present
Shepherd Kaplan LLC May 2010 - October 2011
BNY Mellon February 2000 - May 2010
Brown Brothers Harriman April 1994 - February 2000
Skills
Alternative Investments, Estate Planning, Investment Management, Wealth Management, Trusted Advisor, Portfolio Management, Investment Strategies, Asset Allocation, Asset Management, Bloomberg, Hedge Funds, Mutual Funds, Investment Advisory, Private Equity, Fixed Income, Securities, Equities
Education
Wake Forest University 1990 — 1992
BA, Economics
Bates College 1988 — 1990
Matthew Good's Brown Brothers Harriman Experience September 2006 - December 2007
Job Project Manager/Vice President at State Street Corp.
Industry Financial Services
Experience
State Street Corp. December 2007 - Present
Brown Brothers Harriman September 2006 - December 2007
State Steet Global Advisors 2004 - 2005
Putnam Investments March 1997 - October 2003
State Street October 1989 - March 1997
Skills
Portfolio Management, Fixed Income, Securities, Financial Services, Business Analysis, Equities, Mutual Funds, Back Office, Bloomberg, Asset Management, SDLC, Business Requirements, Derivatives, Fund Accounting, Vendor Management, Corporate Actions, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Business
Bentley University 1985 — 1989
B.S., Finance
State Street Corp. December 2007 - Present
Brown Brothers Harriman September 2006 - December 2007
State Steet Global Advisors 2004 - 2005
Putnam Investments March 1997 - October 2003
State Street October 1989 - March 1997
Skills
Portfolio Management, Fixed Income, Securities, Financial Services, Business Analysis, Equities, Mutual Funds, Back Office, Bloomberg, Asset Management, SDLC, Business Requirements, Derivatives, Fund Accounting, Vendor Management, Corporate Actions, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Business
Bentley University 1985 — 1989
B.S., Finance
Rosann Palermo Fleischauer's Brown Brothers Harriman Experience 2012 - 2013
Job Lead Consultant at First Byte
Industry Management Consulting
Experience
First Byte 1994 - Present
State Street Bank 2005 - 2015
John Hancock Life Insurance Company (U.S.A.) 2009 - December 2014
Brown Brothers Harriman 2012 - 2013
Bank of America 2008 - 2008
Bank of America 2003 - 2005
Romney for Governor 2002 - 2003
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Gemini Consulting 1993 - 1995
Skills
Financial Services, Change Management, Finance, Consulting, Business Analysis, Asset Managment, Risk Management, Vendor Management, Process Improvement, Business Process, SDLC, Outsourcing, Program Management, Banking, Due Diligence, Technical Writing, Public Speaking, Public Policy, Contract Management, Strategic Communications, Event Planning, Management, Strategy, Analysis, Software Documentation, Business Process..., Fixed Income, Agile Project Management, Agile & Waterfall..., Requirements Gathering, Financial Risk, Management Consulting, Business Transformation
Education
Rensselaer Polytechnic Institute 1987 — 1991
Bachelors, Business Administration and Management, General
Boston College 1986 — 1987
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management and Finance
North Shore High School
First Byte 1994 - Present
State Street Bank 2005 - 2015
John Hancock Life Insurance Company (U.S.A.) 2009 - December 2014
Brown Brothers Harriman 2012 - 2013
Bank of America 2008 - 2008
Bank of America 2003 - 2005
Romney for Governor 2002 - 2003
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Gemini Consulting 1993 - 1995
Skills
Financial Services, Change Management, Finance, Consulting, Business Analysis, Asset Managment, Risk Management, Vendor Management, Process Improvement, Business Process, SDLC, Outsourcing, Program Management, Banking, Due Diligence, Technical Writing, Public Speaking, Public Policy, Contract Management, Strategic Communications, Event Planning, Management, Strategy, Analysis, Software Documentation, Business Process..., Fixed Income, Agile Project Management, Agile & Waterfall..., Requirements Gathering, Financial Risk, Management Consulting, Business Transformation
Education
Rensselaer Polytechnic Institute 1987 — 1991
Bachelors, Business Administration and Management, General
Boston College 1986 — 1987
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management and Finance
North Shore High School
Eva Merlo's Brown Brothers Harriman Experience October 2005 - January 2009
Job Administrative Assistant at Beacon of Hope House (Div. of Catholic Charities Community Services)
Industry Banking
Experience
Beacon of Hope House (Div. of Catholic Charities Community Services) September 2009 - Present
Brown Brothers Harriman October 2005 - January 2009
Brown Brothers Harriman September 1998 - October 2005
Brown Brothers Harriman September 1995 - September 1998
Brown Brothers Harriman May 1992 - September 1995
PaineWebber September 1987 - June 1991
Education
Baruch College, City University of New York (CUNY) 1976 — 1980
BBA, Business Management
Beacon of Hope House (Div. of Catholic Charities Community Services) September 2009 - Present
Brown Brothers Harriman October 2005 - January 2009
Brown Brothers Harriman September 1998 - October 2005
Brown Brothers Harriman September 1995 - September 1998
Brown Brothers Harriman May 1992 - September 1995
PaineWebber September 1987 - June 1991
Education
Baruch College, City University of New York (CUNY) 1976 — 1980
BBA, Business Management
Mike Hogan's Brown Brothers Harriman Experience September 1985 - July 2007
Job Vice President, Chief Compliance Officer CSIM at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2009 - Present
Wellington Management August 2007 - February 2009
Brown Brothers Harriman September 1985 - July 2007
Education
Suffolk University Law School 1990 — 1994
J.D., Law
Bates College 1981 — 1985
B.A., French
Charles Schwab July 2009 - Present
Wellington Management August 2007 - February 2009
Brown Brothers Harriman September 1985 - July 2007
Education
Suffolk University Law School 1990 — 1994
J.D., Law
Bates College 1981 — 1985
B.A., French
Joseph Colalillo's Brown Brothers Harriman Experience January 1986 - October 2005
Job President at Daily Money Manager Services LLC
Industry Financial Services
Experience
Daily Money Manager Services LLC November 2009 - Present
Brown Brothers Harriman January 1986 - October 2005
Skills
Bank Reconciliation, Account Reconciliation, Bill Payment, QuickBooks, Customer Service, Microsoft Office, Money Management, Disability Management, Quality Management, Operations Management, Negotiation, Special Needs, Alzheimer's Care, Investigation, Time Management, Budgets, Estate Planning, Bookkeeping, Banking, Small Business, Accounts Payable, Finance, Securities
Education
Pace University 1986 — 1989
Accounting and Information Systems
Baruch College, City University of New York (CUNY) 1985 — 1986
Business Administration
Daily Money Manager Services LLC November 2009 - Present
Brown Brothers Harriman January 1986 - October 2005
Skills
Bank Reconciliation, Account Reconciliation, Bill Payment, QuickBooks, Customer Service, Microsoft Office, Money Management, Disability Management, Quality Management, Operations Management, Negotiation, Special Needs, Alzheimer's Care, Investigation, Time Management, Budgets, Estate Planning, Bookkeeping, Banking, Small Business, Accounts Payable, Finance, Securities
Education
Pace University 1986 — 1989
Accounting and Information Systems
Baruch College, City University of New York (CUNY) 1985 — 1986
Business Administration
Todd Butkevich's Brown Brothers Harriman Experience September 2006 - Present
Job Sr. Project Coordinator at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman September 2006 - Present
Brown Brothers Harriman November 2001 - September 2005
Brown Brothers Harriman 2001 - 2005
Skills
Business Requirements, Project Management, CRM, Software Documentation, User Acceptance Testing, Strategy, Financial Services, Business Analysis, SDLC, Requirements Gathering, Risk Management, Securities, Vendor Management, Visio, PMO
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2009
MBA
University of Massachusetts Dartmouth 1997 — 2000
Bachelor of Arts, History
Brown Brothers Harriman September 2006 - Present
Brown Brothers Harriman November 2001 - September 2005
Brown Brothers Harriman 2001 - 2005
Skills
Business Requirements, Project Management, CRM, Software Documentation, User Acceptance Testing, Strategy, Financial Services, Business Analysis, SDLC, Requirements Gathering, Risk Management, Securities, Vendor Management, Visio, PMO
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2009
MBA
University of Massachusetts Dartmouth 1997 — 2000
Bachelor of Arts, History
Liveda Clements's Brown Brothers Harriman Experience 1999 - 2004
Job Director, Supplier Diversity and Strategic Sourcing [Professional Services] at Blue Cross Blue Shield of Massachusetts
Industry Insurance
Experience
Blue Cross Blue Shield of Massachusetts March 2008 - May 2015
Circles 2005 - 2006
Goldman Sachs 2004 - 2005
Brown Brothers Harriman 1999 - 2004
Skills
Vendor Management, Project Management, Strategic Planning, Leadership, Management, Procurement, Process Improvement, Change Management, Strategic Sourcing, Program Management, Business Analysis, Risk Management, Sourcing, Analysis, Strategy, Supply Chain Management, Program Development, Data Analysis
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
Master's degree, Public Administration
Boston University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Economics
Blue Cross Blue Shield of Massachusetts March 2008 - May 2015
Circles 2005 - 2006
Goldman Sachs 2004 - 2005
Brown Brothers Harriman 1999 - 2004
Skills
Vendor Management, Project Management, Strategic Planning, Leadership, Management, Procurement, Process Improvement, Change Management, Strategic Sourcing, Program Management, Business Analysis, Risk Management, Sourcing, Analysis, Strategy, Supply Chain Management, Program Development, Data Analysis
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
Master's degree, Public Administration
Boston University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Economics
Thu Pham's Brown Brothers Harriman Experience August 2011 - June 2012
Job Advanced analytics professional
Industry Marketing and Advertising
Experience
Reprise Media May 2014 - Present
Saatchi & Saatchi Wellness July 2013 - May 2014
Baruch College September 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
Morgan Stanley Smith Barney July 2010 - December 2011
IndexIQ February 2010 - April 2010
Manhattanville College October 2007 - April 2010
Capital Financial Consultancy Company June 2009 - August 2009
Skills
Teamwork, Analysis, Statistical Modeling, Data Mining, R, Regression Analysis, Statistical Data..., SAS, Linear Regression, Facebook, Tableau
Education
City University of New York-Baruch College 2012 — 2014
Master of Science (MS), Statistics
Manhattanville College 2007 — 2011
Bachelor of Arts, Finance
Reprise Media May 2014 - Present
Saatchi & Saatchi Wellness July 2013 - May 2014
Baruch College September 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
Morgan Stanley Smith Barney July 2010 - December 2011
IndexIQ February 2010 - April 2010
Manhattanville College October 2007 - April 2010
Capital Financial Consultancy Company June 2009 - August 2009
Skills
Teamwork, Analysis, Statistical Modeling, Data Mining, R, Regression Analysis, Statistical Data..., SAS, Linear Regression, Facebook, Tableau
Education
City University of New York-Baruch College 2012 — 2014
Master of Science (MS), Statistics
Manhattanville College 2007 — 2011
Bachelor of Arts, Finance
Paul Perez's Brown Brothers Harriman Experience March 2007 - February 2011
Job Subcustodian Network Management at Brown Brothers Harriman Relationship Manager and Market Analyst
Industry Financial Services
Experience
Brown Brothers Harriman & Co March 2011 - Present
Brown Brothers Harriman March 2007 - February 2011
Brown Brothers Harriman & Co April 2005 - February 2007
Brown Brothers Harriman & Co. April 2004 - April 2005
Brown Brothers Harriman & Co. November 2000 - April 2004
Skills
Corporate Actions, Global Custody, Mutual Funds, Equities, Bloomberg, Fee Negotiation, Contract Negotiation, Due Diligence, Project Coordination, Bilingual, International Relations, Bank Relationship..., Regulatory Research, Product Information..., Spanish, Client Relationship..., Customer Presentations, Market Research
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
MBA, Master in Business Adminstration
Boston University Questrom School of Business 1996 — 2000
Bachelors, Finnce and Intenational Business Management
Brown Brothers Harriman & Co March 2011 - Present
Brown Brothers Harriman March 2007 - February 2011
Brown Brothers Harriman & Co April 2005 - February 2007
Brown Brothers Harriman & Co. April 2004 - April 2005
Brown Brothers Harriman & Co. November 2000 - April 2004
Skills
Corporate Actions, Global Custody, Mutual Funds, Equities, Bloomberg, Fee Negotiation, Contract Negotiation, Due Diligence, Project Coordination, Bilingual, International Relations, Bank Relationship..., Regulatory Research, Product Information..., Spanish, Client Relationship..., Customer Presentations, Market Research
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
MBA, Master in Business Adminstration
Boston University Questrom School of Business 1996 — 2000
Bachelors, Finnce and Intenational Business Management
Daniel Stuart's Brown Brothers Harriman Experience June 1999 - April 2000
Job Vice President, Construction and Deployment, CityBridge
Industry Construction
Experience
CityBridge May 2015 - Present
Black & Veatch November 2013 - April 2015
Black & Veatch June 2012 - November 2013
Overland Contracting June 2010 - June 2012
Verizon Business August 2001 - May 2010
MCI Corporation April 2000 - August 2001
Brown Brothers Harriman June 1999 - April 2000
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MBA, Finance
Fordham University 1995 — 1999
BA, Economics
CityBridge May 2015 - Present
Black & Veatch November 2013 - April 2015
Black & Veatch June 2012 - November 2013
Overland Contracting June 2010 - June 2012
Verizon Business August 2001 - May 2010
MCI Corporation April 2000 - August 2001
Brown Brothers Harriman June 1999 - April 2000
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MBA, Finance
Fordham University 1995 — 1999
BA, Economics
Sam Otchere's Brown Brothers Harriman Experience 1996 - 2001
Job Director at Conning Asset Management
Industry Investment Management
Experience
Conning Asset Management February 2012 - Present
Conning Asset Management May 2007 - February 2012
Hartford Investment Management Company 2003 - 2007
MetLife Investments 2001 - 2003
Brown Brothers Harriman 1996 - 2001
Bigham Englar Jones & Houston 1991 - 1996
Skills
Fixed Income, Private Placements, Corporate Bonds, Corporates, Asset Management, Bloomberg, Portfolio Management, Asset Managment, MBS, Equities, Structured Finance, Investment Management, Capital Markets, Risk Management, Alternative Investments, Hedge Funds, Trading, Bonds, High Yield, Asset Allocation, Financial Modeling, Investments
Education
Achimota Secondary School
Baruch College, City University of New York (CUNY)
MBA, Finance & Investments
CRIG PRIMARY
University of Ghana
BA, Economics
Conning Asset Management February 2012 - Present
Conning Asset Management May 2007 - February 2012
Hartford Investment Management Company 2003 - 2007
MetLife Investments 2001 - 2003
Brown Brothers Harriman 1996 - 2001
Bigham Englar Jones & Houston 1991 - 1996
Skills
Fixed Income, Private Placements, Corporate Bonds, Corporates, Asset Management, Bloomberg, Portfolio Management, Asset Managment, MBS, Equities, Structured Finance, Investment Management, Capital Markets, Risk Management, Alternative Investments, Hedge Funds, Trading, Bonds, High Yield, Asset Allocation, Financial Modeling, Investments
Education
Achimota Secondary School
Baruch College, City University of New York (CUNY)
MBA, Finance & Investments
CRIG PRIMARY
University of Ghana
BA, Economics
Gloria C.R. Huber's Brown Brothers Harriman Experience February 2014 - September 2014
Job Executive Director Risk Assessment Regulatory Review Group
Industry Banking
Experience
UBS September 2014 - Present
Brown Brothers Harriman February 2014 - September 2014
UBS AG April 2006 - January 2014
UBS AG - New York B April 2005 - April 2006
CIBC World Markets February 2003 - April 2005
ABN AMRO Bank N.V. September 2002 - December 2003
External Compliance Officer Inc. June 2002 - August 2002
Banco Atlantico Representative office March 2001 - June 2002
Bank Hapoalim February 2000 - March 2001
Citibank NA 1982 - 2000
Skills
AML, Private Banking, Investment Banking, Analysis, OFAC, Financial Risk, FINRA, USA PATRIOT Act, KYC, Capital Markets, Financial Institutions, Internal Controls, Internal Audit, Risk Management, Securities, Operational Risk, Auditing, Regulations, Operational Risk..., Financial Services, Due Diligence, Prime Brokerage, Derivatives, Financial Regulation, Fixed Income, Hedge Funds, FX Options, Equities, Series 7
Education
Baruch College, City University of New York (CUNY)
Management
Saint Peter's University
Undergraduate, Business/Mangement
UBS September 2014 - Present
Brown Brothers Harriman February 2014 - September 2014
UBS AG April 2006 - January 2014
UBS AG - New York B April 2005 - April 2006
CIBC World Markets February 2003 - April 2005
ABN AMRO Bank N.V. September 2002 - December 2003
External Compliance Officer Inc. June 2002 - August 2002
Banco Atlantico Representative office March 2001 - June 2002
Bank Hapoalim February 2000 - March 2001
Citibank NA 1982 - 2000
Skills
AML, Private Banking, Investment Banking, Analysis, OFAC, Financial Risk, FINRA, USA PATRIOT Act, KYC, Capital Markets, Financial Institutions, Internal Controls, Internal Audit, Risk Management, Securities, Operational Risk, Auditing, Regulations, Operational Risk..., Financial Services, Due Diligence, Prime Brokerage, Derivatives, Financial Regulation, Fixed Income, Hedge Funds, FX Options, Equities, Series 7
Education
Baruch College, City University of New York (CUNY)
Management
Saint Peter's University
Undergraduate, Business/Mangement
Peter Bassey's Brown Brothers Harriman Experience November 2012 - Present
Job Business, Technology and Cyber Security Audit Professional with over 16 years of result oriented experience
Industry
Experience
Brown Brothers Harriman November 2012 - Present
Kohlberg Kravis Roberts - KKR July 2008 - May 2012
Weiser LLP October 2005 - July 2008
Education
Federal Polytechnic Ilaro, Ogun State, Nigeria 2001 — 2006
Bachelor's degree, Accounting, 3.7
Baruch College, City University of New York (CUNY) 2001 — 2002
Master of Business Administration (MBA), Computer and Information Systems Security/Information Assurance, 3.83
Brown Brothers Harriman November 2012 - Present
Kohlberg Kravis Roberts - KKR July 2008 - May 2012
Weiser LLP October 2005 - July 2008
Education
Federal Polytechnic Ilaro, Ogun State, Nigeria 2001 — 2006
Bachelor's degree, Accounting, 3.7
Baruch College, City University of New York (CUNY) 2001 — 2002
Master of Business Administration (MBA), Computer and Information Systems Security/Information Assurance, 3.83
Elizabeth Emmons's Brown Brothers Harriman Experience June 2008 - August 2010
Job Rabobank Associate
Industry Financial Services
Experience
Och-Ziff Capital Management February 2011 - March 2013
Sontag Advisory September 2010 - January 2011
Brown Brothers Harriman June 2008 - August 2010
Citigroup July 2007 - May 2008
HSBC June 2006 - July 2007
Skills
Hedge Funds, Capital Markets, Strategic Planning, CMS, Credit, Investments, Asset Managment, Microsoft Excel, Outlook, Financial Services, Power Point
Education
Barnard College 2004 — 2006
BA, English
Mount Holyoke College 2002 — 2004
Bachelor of Arts (B.A.), English
Och-Ziff Capital Management February 2011 - March 2013
Sontag Advisory September 2010 - January 2011
Brown Brothers Harriman June 2008 - August 2010
Citigroup July 2007 - May 2008
HSBC June 2006 - July 2007
Skills
Hedge Funds, Capital Markets, Strategic Planning, CMS, Credit, Investments, Asset Managment, Microsoft Excel, Outlook, Financial Services, Power Point
Education
Barnard College 2004 — 2006
BA, English
Mount Holyoke College 2002 — 2004
Bachelor of Arts (B.A.), English
Mark Signer's Brown Brothers Harriman Experience April 1997 - January 2011
Job Director Reporting and Consolidations, Risk & Insurance Services at Marsh & McLennan Companies
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. December 2010 - Present
Brown Brothers Harriman April 1997 - January 2011
St. Mary's Bank July 1993 - April 1997
First NH Bank April 1989 - July 1993
Ernst & Young May 1986 - April 1989
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MS, Finance
Southern New Hampshire University 1982 — 1986
BS, Accounting
Marsh & McLennan Companies, Inc. December 2010 - Present
Brown Brothers Harriman April 1997 - January 2011
St. Mary's Bank July 1993 - April 1997
First NH Bank April 1989 - July 1993
Ernst & Young May 1986 - April 1989
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MS, Finance
Southern New Hampshire University 1982 — 1986
BS, Accounting
Robert Askew's Brown Brothers Harriman Experience September 2003 - October 2005
Job Securities Operations Analyst
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) February 2012 - Present
State Street June 2011 - December 2011
Investors Bank & Trust ( now State Street) November 2005 - February 2009
Brown Brothers Harriman September 2003 - October 2005
Brown Brothers Harriman August 2000 - August 2003
Bingham McCutchen February 1989 - July 2000
Skills
Bloomberg, Fixed Income, Hedge Funds, Mutual Funds, Options, Securities, Trading Systems, Equities, Derivatives, Risk Management, Swaps, Alternative Investments, Investments, Bonds, FX Options, Asset Managment, Portfolio Management, Strategic Financial..., Financial Services, Business Analysis, Fund Administration, Asset Management
Education
Cambridge College - School of Management 2013 — 2016
Master of Management, Business Administration and Management, General
Newbury College
Bachelor of Science (BS), Business Management
Bay State College
Associate's degree, Business Administration
John Hancock Life Insurance Company (U.S.A.) February 2012 - Present
State Street June 2011 - December 2011
Investors Bank & Trust ( now State Street) November 2005 - February 2009
Brown Brothers Harriman September 2003 - October 2005
Brown Brothers Harriman August 2000 - August 2003
Bingham McCutchen February 1989 - July 2000
Skills
Bloomberg, Fixed Income, Hedge Funds, Mutual Funds, Options, Securities, Trading Systems, Equities, Derivatives, Risk Management, Swaps, Alternative Investments, Investments, Bonds, FX Options, Asset Managment, Portfolio Management, Strategic Financial..., Financial Services, Business Analysis, Fund Administration, Asset Management
Education
Cambridge College - School of Management 2013 — 2016
Master of Management, Business Administration and Management, General
Newbury College
Bachelor of Science (BS), Business Management
Bay State College
Associate's degree, Business Administration
José Feijóo-Zorrilla's Brown Brothers Harriman Experience 1999 - 2000
Job Executive Director Finance
Industry Banking
Experience
Dueñas Trailers Rental Assistant Director / Account ExecutiveGovernment Development Bank for Puerto RicoAugust 2008 - August 2010
Government Development Bank for Puerto Rico September 2006 - August 2008
Commonwealth of Puerto Rico Governor's Office May 2002 - September 2006
American Student Assistance 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Dun & Bradstreet 1998 - 1999
Skills
Banking, Finance, Financial Analysis, Financial Modeling, Risk Management, Capital Markets, Capital Budgeting, Strategic Planning, Financial Reporting, Strategic Financial..., Corporate Finance, Managerial Finance, Microsoft Excel, Municipal Bonds, Investment Banking, Fixed Income
Education
Bentley College 1995 — 1998
BS, Finance, 1998
University of Puerto Rico
MBA, Finance, 2008
Dueñas Trailers Rental Assistant Director / Account ExecutiveGovernment Development Bank for Puerto RicoAugust 2008 - August 2010
Government Development Bank for Puerto Rico September 2006 - August 2008
Commonwealth of Puerto Rico Governor's Office May 2002 - September 2006
American Student Assistance 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Dun & Bradstreet 1998 - 1999
Skills
Banking, Finance, Financial Analysis, Financial Modeling, Risk Management, Capital Markets, Capital Budgeting, Strategic Planning, Financial Reporting, Strategic Financial..., Corporate Finance, Managerial Finance, Microsoft Excel, Municipal Bonds, Investment Banking, Fixed Income
Education
Bentley College 1995 — 1998
BS, Finance, 1998
University of Puerto Rico
MBA, Finance, 2008
Andrew Ritch's Brown Brothers Harriman Experience August 1995 - September 1999
Job Director, Renewable Energy Strategy at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation March 2010 - Present
Duke Energy Corporation March 2006 - March 2010
Cinergy January 2005 - March 2006
Cinergy September 2002 - January 2005
BL Media, LLC May 2001 - September 2002
Microsoft Corporation September 1999 - May 2001
Brown Brothers Harriman August 1995 - September 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
MBA, Finance
Colby College 1989 — 1993
BA, English
The University of Edinburgh 1991 — 1992
NA, Scottish Literature
Duke Energy Corporation March 2010 - Present
Duke Energy Corporation March 2006 - March 2010
Cinergy January 2005 - March 2006
Cinergy September 2002 - January 2005
BL Media, LLC May 2001 - September 2002
Microsoft Corporation September 1999 - May 2001
Brown Brothers Harriman August 1995 - September 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
MBA, Finance
Colby College 1989 — 1993
BA, English
The University of Edinburgh 1991 — 1992
NA, Scottish Literature
Alyson Dooley's Brown Brothers Harriman Experience April 2008 - Present
Job Fund Accounting Conversion Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2008 - Present
Brown Brothers Harriman April 2002 - April 2008
Brown Brothers Harriman July 2000 - April 2002
Skills
Equities, Financial Services, Bloomberg, Fund Accounting, Bloomberg Terminal, Global Custody, Financial Reporting, Account Reconciliation, Valuation, Business Analysis, Asset Management, Mutual Funds, Hedge Funds, Derivatives, Investments, Eagle PACE, Securities, Fixed Income
Education
Becker College 1996 — 2000
Bachelors, Business Marketing
Brown Brothers Harriman April 2008 - Present
Brown Brothers Harriman April 2002 - April 2008
Brown Brothers Harriman July 2000 - April 2002
Skills
Equities, Financial Services, Bloomberg, Fund Accounting, Bloomberg Terminal, Global Custody, Financial Reporting, Account Reconciliation, Valuation, Business Analysis, Asset Management, Mutual Funds, Hedge Funds, Derivatives, Investments, Eagle PACE, Securities, Fixed Income
Education
Becker College 1996 — 2000
Bachelors, Business Marketing
Cara Johnston's Brown Brothers Harriman Experience April 2007 - February 2010
Job FullTime Graduate Student Studying Clinical Psychology
Industry Mental Health Care
Experience
Service First Mortgage November 2010 - June 2012
Service First Mortgage October 2010 - November 2010
Brown Brothers Harriman April 2007 - February 2010
Fairmount Center 2005 - 2007
Skills
Loans, Mortgage Banking, Customer Service, Mortgage Lending, Microsoft Excel, FHA, Coaching, Loan Origination, Nonprofits, Public Speaking
Education
University of Texas at Tyler 2012 — 2015
Master of Arts (M.A.), Clinical Psychology
Baylor University 2002 — 2005
B.A., Psychology
Service First Mortgage November 2010 - June 2012
Service First Mortgage October 2010 - November 2010
Brown Brothers Harriman April 2007 - February 2010
Fairmount Center 2005 - 2007
Skills
Loans, Mortgage Banking, Customer Service, Mortgage Lending, Microsoft Excel, FHA, Coaching, Loan Origination, Nonprofits, Public Speaking
Education
University of Texas at Tyler 2012 — 2015
Master of Arts (M.A.), Clinical Psychology
Baylor University 2002 — 2005
B.A., Psychology
gerard imperato's Brown Brothers Harriman Experience 2011 - 2013
Job Banking Professional
Industry Banking
Experience
Brown Brothers Harriman 2011 - 2013
Societe Generale January 1999 - December 2010
Bank Austria Creditanstalt d.d. Ljubljana May 1994 - December 1998
Education
Baruch College, City University of New York (CUNY)
Brown Brothers Harriman 2011 - 2013
Societe Generale January 1999 - December 2010
Bank Austria Creditanstalt d.d. Ljubljana May 1994 - December 1998
Education
Baruch College, City University of New York (CUNY)
Sara Pang's Brown Brothers Harriman Experience Private Banking Administrative AssistantBrown Brothers Harriman2006 - Present
Job Private Banking Administrative Assistant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Private Banking Administrative AssistantBrown Brothers Harriman2006 - Present
Skills
Equities, Securities, Financial Services, Fixed Income, Mutual Funds, Bloomberg, Asset Management, Process Improvement, Corporate Actions, Banking, Relationship Management, Investments, Business Analysis, Settlement
Education
Baruch College, City University of New York (CUNY)
BBA, Operation Management
Ps2
Brown Brothers Harriman Private Banking Administrative AssistantBrown Brothers Harriman2006 - Present
Skills
Equities, Securities, Financial Services, Fixed Income, Mutual Funds, Bloomberg, Asset Management, Process Improvement, Corporate Actions, Banking, Relationship Management, Investments, Business Analysis, Settlement
Education
Baruch College, City University of New York (CUNY)
BBA, Operation Management
Ps2
Antoinette Katora's Brown Brothers Harriman Experience 2001 - Present
Job Systems at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2001 - Present
Credit Suisse 1986 - 2001
Waldenbooks 1985 - 1986
BNY Mellon 1982 - 1985
City of New York 1981 - 1983
Education
Baruch College 1976 — 1980
Bachelor of Business Administration (BBA), Mathematics and Computer Science
Brown Brothers Harriman 2001 - Present
Credit Suisse 1986 - 2001
Waldenbooks 1985 - 1986
BNY Mellon 1982 - 1985
City of New York 1981 - 1983
Education
Baruch College 1976 — 1980
Bachelor of Business Administration (BBA), Mathematics and Computer Science
Chen Gu's Brown Brothers Harriman Experience July 2012 - Present
Job Funds Transfer Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2012 - Present
UBS Wealth Management August 2011 - July 2012
Vale Petroleum LLP June 2011 - August 2011
Baruch College February 2009 - January 2011
Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Finance, Bloomberg Terminal, Corporate Finance, Bloomberg, Economics, Derivatives, Valuation
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Brown Brothers Harriman July 2012 - Present
UBS Wealth Management August 2011 - July 2012
Vale Petroleum LLP June 2011 - August 2011
Baruch College February 2009 - January 2011
Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Finance, Bloomberg Terminal, Corporate Finance, Bloomberg, Economics, Derivatives, Valuation
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Ray Lin's Brown Brothers Harriman Experience March 2013 - June 2013
Job ETF Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
Borderfree August 2014 - December 2014
Safavieh Home Furnishings November 2013 - May 2014
Brown Brothers Harriman March 2013 - June 2013
Firstrade Securities, Inc. April 2011 - March 2013
Skills
Bloomberg, Financial Analysis, Accounting, Auditing, Oracle, Matlab, Mathematics, Teamwork, Leadership, Analysis, Management, Time Management, Banking
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
BNY Mellon March 2015 - Present
Borderfree August 2014 - December 2014
Safavieh Home Furnishings November 2013 - May 2014
Brown Brothers Harriman March 2013 - June 2013
Firstrade Securities, Inc. April 2011 - March 2013
Skills
Bloomberg, Financial Analysis, Accounting, Auditing, Oracle, Matlab, Mathematics, Teamwork, Leadership, Analysis, Management, Time Management, Banking
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Benjamin Lowin's Brown Brothers Harriman Experience March 2015 - Present
Job Vice President and Counsel at Brown Brothers Harriman
Industry Law Practice
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman May 2012 - February 2015
Curtis, Mallet-Prevost, Colt & Mosle LLP February 2008 - May 2012
Thacher Proffitt & Wood LLP May 2006 - June 2008
Kelley Drye & Warren LLP August 2004 - April 2006
Skills
Legal Writing, Due Diligence, Commercial Litigation, Securities Regulation, Securities, Corporate Law, Corporate Governance, Legal Research, Corporate Finance, Joint Ventures, Private Equity, Mergers & Acquisitions, Licensing, Litigation, Intellectual Property, Legal Advice
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
JD, Law
Brandeis University 1997 — 2001
BA, Psychology
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman May 2012 - February 2015
Curtis, Mallet-Prevost, Colt & Mosle LLP February 2008 - May 2012
Thacher Proffitt & Wood LLP May 2006 - June 2008
Kelley Drye & Warren LLP August 2004 - April 2006
Skills
Legal Writing, Due Diligence, Commercial Litigation, Securities Regulation, Securities, Corporate Law, Corporate Governance, Legal Research, Corporate Finance, Joint Ventures, Private Equity, Mergers & Acquisitions, Licensing, Litigation, Intellectual Property, Legal Advice
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
JD, Law
Brandeis University 1997 — 2001
BA, Psychology
Ashfaq Khandaker's Brown Brothers Harriman Experience August 2014 - January 2015
Job Trade Settlement
Industry Banking
Experience
Mizuho Bank March 2015 - Present
PwC February 2015 - March 2015
Brown Brothers Harriman August 2014 - January 2015
Noor Inc./ SearchPoint July 2013 - August 2014
Morgan Stanley Wealth Management May 2012 - July 2013
Best Buy September 2009 - December 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Sales, Outlook, Technical Analysis, Equity Research, Investments, Asset Allocation, Public Speaking, Recruiting, Interviewing Skills, Customer Service, Microsoft Office, Series 7, Visio, Screening, Mutual Funds, Retirement Planning, Retail, Analysis, Business Development, Marketing, Leadership, Accounting, Microsoft Word
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Investment
Suffolk County Community College 2008 — 2009
Mizuho Bank March 2015 - Present
PwC February 2015 - March 2015
Brown Brothers Harriman August 2014 - January 2015
Noor Inc./ SearchPoint July 2013 - August 2014
Morgan Stanley Wealth Management May 2012 - July 2013
Best Buy September 2009 - December 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Sales, Outlook, Technical Analysis, Equity Research, Investments, Asset Allocation, Public Speaking, Recruiting, Interviewing Skills, Customer Service, Microsoft Office, Series 7, Visio, Screening, Mutual Funds, Retirement Planning, Retail, Analysis, Business Development, Marketing, Leadership, Accounting, Microsoft Word
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Investment
Suffolk County Community College 2008 — 2009
Sean Imhof's Brown Brothers Harriman Experience April 2015 - Present
Job January 2014 Baruch Business Grad |
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
HeartShare Human Services of New York June 2012 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Data Analysis, Public Speaking, Journal Entries, Data Entry, Microsoft Word, Teamwork, Invoicing, Outlook, Customer Service, Nonprofits, Access, Time Management
Education
Baruch College 2009 — 2014
Brown Brothers Harriman April 2015 - Present
HeartShare Human Services of New York June 2012 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Data Analysis, Public Speaking, Journal Entries, Data Entry, Microsoft Word, Teamwork, Invoicing, Outlook, Customer Service, Nonprofits, Access, Time Management
Education
Baruch College 2009 — 2014
Daniel Oliveri's Brown Brothers Harriman Experience July 2015 - Present
Job Systems Business Analyst in IT Finance & PMO at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Pasticceria Rocco March 2009 - June 2015
NBCUniversal, Inc. June 2013 - September 2013
Elegran Real Estate & Development June 2011 - August 2011
Skills
Communication, Creative Writing, Creative Solutions, Organizational..., Highly Detailed, Highly personable, Goal Seek, Goal Oriented, Microsoft Excel, Italian
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Bachelor’s Degree, Finance/Investments
City University of New York-Brooklyn College 2010 — 2012
Liberal Arts and Sciences/Liberal Studies
Xaverian High School 2006 — 2010
International Baccalaureate Program
Brown Brothers Harriman July 2015 - Present
Pasticceria Rocco March 2009 - June 2015
NBCUniversal, Inc. June 2013 - September 2013
Elegran Real Estate & Development June 2011 - August 2011
Skills
Communication, Creative Writing, Creative Solutions, Organizational..., Highly Detailed, Highly personable, Goal Seek, Goal Oriented, Microsoft Excel, Italian
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Bachelor’s Degree, Finance/Investments
City University of New York-Brooklyn College 2010 — 2012
Liberal Arts and Sciences/Liberal Studies
Xaverian High School 2006 — 2010
International Baccalaureate Program
Helen Lin's Brown Brothers Harriman Experience June 2012 - Present
Job Client Service Team Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman March 2010 - June 2012
Brown Brothers Harriman October 2006 - March 2010
Skills
Mutual Funds, Financial Services, Client Services, Equities, Fixed Income, Banking, Finance, Financial Analysis, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman March 2010 - June 2012
Brown Brothers Harriman October 2006 - March 2010
Skills
Mutual Funds, Financial Services, Client Services, Equities, Fixed Income, Banking, Finance, Financial Analysis, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
Thomas Mauro's Brown Brothers Harriman Experience April 2011 - January 2014
Job Global Markets Currency Administration at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
Brown Brothers Harriman April 2011 - January 2014
Skills
Banking, Equities, Risk Management, Financial Services, Fixed Income, Financial Analysis, Portfolio Management, Mutual Funds, Investments, Asset Management, Securities, Derivatives, Business Analysis, Bloomberg, Credit, Process Improvement, Financial Modeling, Capital Markets, Vendor Management, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon January 2014 - Present
Brown Brothers Harriman April 2011 - January 2014
Skills
Banking, Equities, Risk Management, Financial Services, Fixed Income, Financial Analysis, Portfolio Management, Mutual Funds, Investments, Asset Management, Securities, Derivatives, Business Analysis, Bloomberg, Credit, Process Improvement, Financial Modeling, Capital Markets, Vendor Management, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
Bachelor of Business Administration (BBA), Finance, General
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation