Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Dennis Ralph Place Dennis Ralph Place's Brown Brothers Harriman Experience May 2014 - Present
Job Supervisor, Portfolio Surveillance at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds, Inc. February 2004 - August 2010
Lipper Inc. August 1997 - September 2001
Skills
Mutual Funds, Securities, Equities, Hedge Funds, AML, Alternative Investments, Fixed Income, Financial Services, Capital Markets, Derivatives, Asset Management, Investments, Securities Regulation, Financial Markets, Fund Administration
Education
University of Northern Colorado 1993 — 1997
Bachelor of Science, Finance
Regis University
Masters of Business Administration, Finance and Accounting
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds, Inc. February 2004 - August 2010
Lipper Inc. August 1997 - September 2001
Skills
Mutual Funds, Securities, Equities, Hedge Funds, AML, Alternative Investments, Fixed Income, Financial Services, Capital Markets, Derivatives, Asset Management, Investments, Securities Regulation, Financial Markets, Fund Administration
Education
University of Northern Colorado 1993 — 1997
Bachelor of Science, Finance
Regis University
Masters of Business Administration, Finance and Accounting
Michael Bowler Michael Bowler's Brown Brothers Harriman Experience May 2014 - Present
Job Senior Client Service Representative at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman December 2011 - September 2013
FUSE Research Network July 2010 - September 2010
Fenway Sports Group July 2009 - August 2009
Education
Providence College 2007 — 2011
B.A., Economics
Winchester High School 2002 — 2006
High School
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman December 2011 - September 2013
FUSE Research Network July 2010 - September 2010
Fenway Sports Group July 2009 - August 2009
Education
Providence College 2007 — 2011
B.A., Economics
Winchester High School 2002 — 2006
High School
Matthew Susan Matthew Susan's Brown Brothers Harriman Experience March 2015 - Present
Job Associate AML Compliance at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
JPMorgan Chase February 2014 - March 2015
US Securities and Exchange Commission 2013 - 2013
Financial Industry Regulatory Authority May 2012 - August 2012
Sedgwick LLP March 2008 - August 2010
Skills
Litigation, Legal Writing, Westlaw, Lexis, Securities Law, Bank Secrecy Act, Anti Money Laundering, USA PATRIOT Act, Financial Regulation, Trials, Legal Research, Civil Litigation, 1940 Act, Microsoft Excel, Windows 7, Computer Maintenance, Trademarks, Legal Assistance, Courts, Arbitration, Appeals, Legal Issues, Securities Regulation, Mediation, Criminal Law, Alternative Dispute..., Corporate Governance, Litigation Support, Employment Law, Depositions, Commercial Litigation, International Law, Immigration Law, Family Law, Corporate Law, Document Review, Intellectual Property, Investment Company Act, Antitrust Law, Global Regulatory..., Global Compliance, LexisNexis, Securities
Education
Princeton University 2003 — 2007
A.B., History
Rutgers University School of Law - Newark 2010 — 2013
Doctor of Law (J.D.), Law
Brown Brothers Harriman March 2015 - Present
JPMorgan Chase February 2014 - March 2015
US Securities and Exchange Commission 2013 - 2013
Financial Industry Regulatory Authority May 2012 - August 2012
Sedgwick LLP March 2008 - August 2010
Skills
Litigation, Legal Writing, Westlaw, Lexis, Securities Law, Bank Secrecy Act, Anti Money Laundering, USA PATRIOT Act, Financial Regulation, Trials, Legal Research, Civil Litigation, 1940 Act, Microsoft Excel, Windows 7, Computer Maintenance, Trademarks, Legal Assistance, Courts, Arbitration, Appeals, Legal Issues, Securities Regulation, Mediation, Criminal Law, Alternative Dispute..., Corporate Governance, Litigation Support, Employment Law, Depositions, Commercial Litigation, International Law, Immigration Law, Family Law, Corporate Law, Document Review, Intellectual Property, Investment Company Act, Antitrust Law, Global Regulatory..., Global Compliance, LexisNexis, Securities
Education
Princeton University 2003 — 2007
A.B., History
Rutgers University School of Law - Newark 2010 — 2013
Doctor of Law (J.D.), Law
Steven Mornelli Steven Mornelli's Brown Brothers Harriman Experience September 2011 - October 2012
Job Partner, Advanced Analytics at Teradata
Industry Information Technology and Services
Experience
Teradata June 2015 - Present
Capgemini Consulting December 2013 - Present
DataSci November 2012 - Present
Data Skeptics January 2013 - Present
Brown Brothers Harriman September 2011 - October 2012
Sanford C. Bernstein January 2006 - January 2009
Analysis Group October 2004 - January 2006
MSC Software May 1996 - January 2004
Skills
Predictive Analytics, Business Intelligence, Data Mining, Analytics, Business Strategy, Economics, Data Analysis, Strategy, Big Data, Statistics, Equities, Quantitative Research, Consulting, Financial Modeling, Leadership, Management Consulting, Statistical Modeling, Entrepreneurship, Business Development, Valuation, Analysis, Predictive Modeling, Segmentation, Management, Executive Management
Education
University of Michigan 2001 — 2004
MBA, Finance
Virginia Polytechnic Institute 1993 — 1994
M.S., Engineering, Science & Mechanics
Rensselaer Polytechnic Institute 1986 — 1990
B.S., Mechanical Engineering
Teradata June 2015 - Present
Capgemini Consulting December 2013 - Present
DataSci November 2012 - Present
Data Skeptics January 2013 - Present
Brown Brothers Harriman September 2011 - October 2012
Sanford C. Bernstein January 2006 - January 2009
Analysis Group October 2004 - January 2006
MSC Software May 1996 - January 2004
Skills
Predictive Analytics, Business Intelligence, Data Mining, Analytics, Business Strategy, Economics, Data Analysis, Strategy, Big Data, Statistics, Equities, Quantitative Research, Consulting, Financial Modeling, Leadership, Management Consulting, Statistical Modeling, Entrepreneurship, Business Development, Valuation, Analysis, Predictive Modeling, Segmentation, Management, Executive Management
Education
University of Michigan 2001 — 2004
MBA, Finance
Virginia Polytechnic Institute 1993 — 1994
M.S., Engineering, Science & Mechanics
Rensselaer Polytechnic Institute 1986 — 1990
B.S., Mechanical Engineering
Alex Parks Alex Parks's Brown Brothers Harriman Experience December 2014 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2014 - Present
Jensen Communities June 2014 - November 2014
Providence College Physical Plant June 2013 - December 2013
Self-Employed May 2012 - September 2012
Angelico's Restaurant May 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, English, Stata, Economics, Proofreading, Sports
Education
Providence College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Brown Brothers Harriman December 2014 - Present
Jensen Communities June 2014 - November 2014
Providence College Physical Plant June 2013 - December 2013
Self-Employed May 2012 - September 2012
Angelico's Restaurant May 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, English, Stata, Economics, Proofreading, Sports
Education
Providence College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Barbara-Ann Wislosky Barbara-Ann Wislosky's Brown Brothers Harriman Experience November 1998 - January 2001
Job Executive Assistant at AMC Networks
Industry Executive Office
Experience
AMC Networks March 2015 - Present
CBS Sports August 2013 - October 2014
Institutional Credit Partners LLC January 2007 - October 2013
Valerie Wilson Travel, Inc. June 2012 - May 2013
TIAA-CREF January 2001 - January 2007
Brown Brothers Harriman November 1998 - January 2001
United Federation Of Teachers February 1995 - October 1998
Skills
Strong knowledge of MS..., Agenda Management, Facilites Management, Budget Control, Personal Assistance, Notary Public, Detail & Results..., Travel Arrangements, Management, Human Resources, Leadership, Budgets, Facilities Management, Administrative..., Time Management, Administrative..., Personal Support, Payroll
Education
Baruch College 1994 — 1996
B.B.A, Human Resources
Queensborough Community College 1991 — 1994
AS, Business Administration
AMC Networks March 2015 - Present
CBS Sports August 2013 - October 2014
Institutional Credit Partners LLC January 2007 - October 2013
Valerie Wilson Travel, Inc. June 2012 - May 2013
TIAA-CREF January 2001 - January 2007
Brown Brothers Harriman November 1998 - January 2001
United Federation Of Teachers February 1995 - October 1998
Skills
Strong knowledge of MS..., Agenda Management, Facilites Management, Budget Control, Personal Assistance, Notary Public, Detail & Results..., Travel Arrangements, Management, Human Resources, Leadership, Budgets, Facilities Management, Administrative..., Time Management, Administrative..., Personal Support, Payroll
Education
Baruch College 1994 — 1996
B.B.A, Human Resources
Queensborough Community College 1991 — 1994
AS, Business Administration
Nik Hauck Nik Hauck's Brown Brothers Harriman Experience August 2014 - Present
Job Reconciliation Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
E.F. Hauck Construction & Property Management 2006 - August 2014
The Speed Factory October 2012 - April 2014
Skills
Financial Analysis, Teamwork, Time Management, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Research, Social Networking, Management, Budgets, Marketing, Data Analysis
Education
Plymouth State University 2010 — 2014
Bachelor of Science (BS), Finance Major, Economics Minor
Tuck Business Bridge Program 2013 — 2013
Brown Brothers Harriman August 2014 - Present
E.F. Hauck Construction & Property Management 2006 - August 2014
The Speed Factory October 2012 - April 2014
Skills
Financial Analysis, Teamwork, Time Management, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Research, Social Networking, Management, Budgets, Marketing, Data Analysis
Education
Plymouth State University 2010 — 2014
Bachelor of Science (BS), Finance Major, Economics Minor
Tuck Business Bridge Program 2013 — 2013
Elizabeth McCourt Elizabeth McCourt's Brown Brothers Harriman Experience March 2015 - Present
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Fidelity Investments July 2014 - Present
Providence College September 2010 - Present
Providence College October 2012 - 2013
The Chilton Club April 2011 - November 2012
Skills
PowerPoint, Fundraising, Oral & Written..., Public Speaking, Social Media, Microsoft Office, Microsoft Excel
Education
Providence College 2010 — 2014
Bachelor of Science (BS), Finance, General
Brown Brothers Harriman March 2015 - Present
Fidelity Investments July 2014 - Present
Providence College September 2010 - Present
Providence College October 2012 - 2013
The Chilton Club April 2011 - November 2012
Skills
PowerPoint, Fundraising, Oral & Written..., Public Speaking, Social Media, Microsoft Office, Microsoft Excel
Education
Providence College 2010 — 2014
Bachelor of Science (BS), Finance, General
David Barndollar David Barndollar's Brown Brothers Harriman Experience August 1988 - December 1989
Job English Department Chair at Shady Side Academy
Industry Primary/Secondary Education
Experience
Shady Side Academy July 2015 - Present
The Potomac School July 2011 - June 2015
Laguna Blanca School August 2007 - July 2011
University of Texas at Austin August 2000 - August 2006
Tigertones Alumni Association Board 2000 - 2004
Paint Rock Productions August 2000 - August 2001
St. John's School August 1990 - August 1994
Brown Brothers Harriman August 1988 - December 1989
Skills
Curriculum Development, Grant Writing, Complexity Theory, Instructional Design, Teaching, Research, Educational Leadership, Curriculum Design, Leadership, Classroom, Higher Education, Educational Technology, Journalism, Teaching Writing, Literature, Teacher Training, Public Speaking, Editing, Nonprofits, Tutoring, Writing
Education
The University of Texas at Austin 1994 — 2003
Ph.D., English
Princeton University 1984 — 1988
A.B., English
St. John's School 1978 — 1984
Shady Side Academy July 2015 - Present
The Potomac School July 2011 - June 2015
Laguna Blanca School August 2007 - July 2011
University of Texas at Austin August 2000 - August 2006
Tigertones Alumni Association Board 2000 - 2004
Paint Rock Productions August 2000 - August 2001
St. John's School August 1990 - August 1994
Brown Brothers Harriman August 1988 - December 1989
Skills
Curriculum Development, Grant Writing, Complexity Theory, Instructional Design, Teaching, Research, Educational Leadership, Curriculum Design, Leadership, Classroom, Higher Education, Educational Technology, Journalism, Teaching Writing, Literature, Teacher Training, Public Speaking, Editing, Nonprofits, Tutoring, Writing
Education
The University of Texas at Austin 1994 — 2003
Ph.D., English
Princeton University 1984 — 1988
A.B., English
St. John's School 1978 — 1984
Benjamin Wyskiel Benjamin Wyskiel's Brown Brothers Harriman Experience September 2013 - Present
Job Trades Team: Fund Accountant
Industry Financial Services
Experience
Brown Brothers Harriman September 2013 - Present
Skills
Accounting, Finance, Fund Accounting, Microsoft Excel, Public Speaking, Trading Systems
Education
Roger Williams University 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
Brown Brothers Harriman September 2013 - Present
Skills
Accounting, Finance, Fund Accounting, Microsoft Excel, Public Speaking, Trading Systems
Education
Roger Williams University 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
Derik Bracke Derik Bracke's Brown Brothers Harriman Experience April 2015 - Present
Job
Industry Information Technology and Services
Experience
Brown Brothers Harriman April 2015 - Present
Marsh & McLennan Companies July 2005 - April 2015
iEnterprises, Inc September 2002 - July 2005
Ernst & Young LLP April 2000 - March 2002
Simpson, Thatcher & Bartlett April 1999 - April 2000
Livingston Consulting Group September 1998 - April 1999
New York Stock Exchange March 1998 - September 1998
Novartis September 1997 - March 1998
Roche July 1996 - September 1997
Johnson & Johnson November 1994 - July 1996
Skills
Messaging, Business Analysis, Lotus Notes, IT Strategy, Business Intelligence, Cloud Computing, SDLC, Integration, Disaster Recovery, Enterprise Architecture, Project Management, IT Management, Vendor Management, Software Project..., Data Center, System Deployment, IT Service Management, Risk Management, Business Continuity, Software Documentation, Active Directory, ITIL, SharePoint, Process Improvement, Information Technology, Project Portfolio..., Security, IT Operations, Windows Server, PMP, Databases, Program Management, System Administration, Requirements Analysis, Virtualization, Team Leadership
Education
Stevens Institute of Technology 2007 — 2010
Masters, Business Administration
Stevens Institute of Technology 2007 — 2009
Masters, Technology Management
Rochester Institute of Technology 1990 — 1994
CSIT, Computer Science
Brown Brothers Harriman April 2015 - Present
Marsh & McLennan Companies July 2005 - April 2015
iEnterprises, Inc September 2002 - July 2005
Ernst & Young LLP April 2000 - March 2002
Simpson, Thatcher & Bartlett April 1999 - April 2000
Livingston Consulting Group September 1998 - April 1999
New York Stock Exchange March 1998 - September 1998
Novartis September 1997 - March 1998
Roche July 1996 - September 1997
Johnson & Johnson November 1994 - July 1996
Skills
Messaging, Business Analysis, Lotus Notes, IT Strategy, Business Intelligence, Cloud Computing, SDLC, Integration, Disaster Recovery, Enterprise Architecture, Project Management, IT Management, Vendor Management, Software Project..., Data Center, System Deployment, IT Service Management, Risk Management, Business Continuity, Software Documentation, Active Directory, ITIL, SharePoint, Process Improvement, Information Technology, Project Portfolio..., Security, IT Operations, Windows Server, PMP, Databases, Program Management, System Administration, Requirements Analysis, Virtualization, Team Leadership
Education
Stevens Institute of Technology 2007 — 2010
Masters, Business Administration
Stevens Institute of Technology 2007 — 2009
Masters, Technology Management
Rochester Institute of Technology 1990 — 1994
CSIT, Computer Science
Fernando Sanchez Fernando Sanchez's Brown Brothers Harriman Experience December 2012 - August 2013
Job Vice President, Global Technology at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank August 2013 - Present
Brown Brothers Harriman December 2012 - August 2013
GDW Solutions, Inc. December 1998 - August 2013
Wyndham Vacation Ownership January 2012 - October 2012
Bank of America June 2011 - December 2011
United States Department of the Treasury: Bureau of Public Debt December 2010 - May 2011
Kimco Realty Corporation June 2010 - December 2010
Fidelity Investments April 2010 - May 2010
Banco Santander Central Hispano September 2004 - April 2010
Pitney Bowes, Inc. April 2004 - September 2004
Skills
Data Warehousing, ETL, Cognos, Informatica, Data Modeling, Business Objects, Erwin, Business Intelligence, PL/SQL, Essbase, Visual Basic, SSIS, Databases, Data Marts, SQL Server, OLAP, Hyperion, DTS, Unix Shell Scripting, DB2, Unix, SDLC, Oracle SQL, Database Design, Data Integration, SQL, Requirements Analysis, Data Warehouse..., Systems Analysis, Database Development, Requirements Gathering, Database Administration, Solution Architecture, Software Project..., COBOL, Dimensional Modeling, Performance Tuning, C#, Oracle, Microsoft SQL Server, Business Process, Data Migration, Integration, Software Development, SQL Tuning, Hyperion Enterprise, Architecture, Access, Business Intelligence..., Software Documentation
Education
Rochester Institute of Technology 1991 — 1993
B.S.
Deutsche Bank August 2013 - Present
Brown Brothers Harriman December 2012 - August 2013
GDW Solutions, Inc. December 1998 - August 2013
Wyndham Vacation Ownership January 2012 - October 2012
Bank of America June 2011 - December 2011
United States Department of the Treasury: Bureau of Public Debt December 2010 - May 2011
Kimco Realty Corporation June 2010 - December 2010
Fidelity Investments April 2010 - May 2010
Banco Santander Central Hispano September 2004 - April 2010
Pitney Bowes, Inc. April 2004 - September 2004
Skills
Data Warehousing, ETL, Cognos, Informatica, Data Modeling, Business Objects, Erwin, Business Intelligence, PL/SQL, Essbase, Visual Basic, SSIS, Databases, Data Marts, SQL Server, OLAP, Hyperion, DTS, Unix Shell Scripting, DB2, Unix, SDLC, Oracle SQL, Database Design, Data Integration, SQL, Requirements Analysis, Data Warehouse..., Systems Analysis, Database Development, Requirements Gathering, Database Administration, Solution Architecture, Software Project..., COBOL, Dimensional Modeling, Performance Tuning, C#, Oracle, Microsoft SQL Server, Business Process, Data Migration, Integration, Software Development, SQL Tuning, Hyperion Enterprise, Architecture, Access, Business Intelligence..., Software Documentation
Education
Rochester Institute of Technology 1991 — 1993
B.S.
Vanessa Crane Vanessa Crane's Brown Brothers Harriman Experience June 2011 - April 2013
Job Licensed Massage Therapist
Industry Health, Wellness and Fitness
Experience
Earthling Day Spa February 2013 - Present
Brown Brothers Harriman June 2011 - April 2013
Barbershop Lounge November 2008 - November 2012
Brown Brothers Harriman July 2006 - June 2011
State Street June 2004 - July 2006
Skills
Therapeutic Massage, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Financial Services, Lotus Notes
Education
Quinnipiac University 2000 — 2004
Bachelor of Communications, Journalism
University College Cork 2002 — 2002
Salter School
Massage Therapy
Earthling Day Spa February 2013 - Present
Brown Brothers Harriman June 2011 - April 2013
Barbershop Lounge November 2008 - November 2012
Brown Brothers Harriman July 2006 - June 2011
State Street June 2004 - July 2006
Skills
Therapeutic Massage, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Financial Services, Lotus Notes
Education
Quinnipiac University 2000 — 2004
Bachelor of Communications, Journalism
University College Cork 2002 — 2002
Salter School
Massage Therapy
Sae Ra Park Sae Ra Park's Brown Brothers Harriman Experience December 2014 - January 2015
Job Tax Consultant at FTI
Industry Accounting
Experience
FTI Consulting February 2015 - Present
Brown Brothers Harriman December 2014 - January 2015
Hansol America March 2010 - April 2013
LG Electronics October 2008 - February 2010
MetLife August 2007 - October 2008
Skills
Microsoft Office, Logistics, Financial Analysis, Forecasting, Analysis, Budgets, Process Improvement, Negotiation, SAP, Strategic Planning, Accounting, Inventory Management, Supply Chain Management, Financial Reporting, Data Analysis, Operations Management, Microsoft Excel, Financial Accounting, Microsoft Word, PowerPoint, Finance, Access
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2014
Master of Business Administration (MBA), Accounting
Rutgers University 2003 — 2007
Bachelor of Arts (B.A.), Economics
FTI Consulting February 2015 - Present
Brown Brothers Harriman December 2014 - January 2015
Hansol America March 2010 - April 2013
LG Electronics October 2008 - February 2010
MetLife August 2007 - October 2008
Skills
Microsoft Office, Logistics, Financial Analysis, Forecasting, Analysis, Budgets, Process Improvement, Negotiation, SAP, Strategic Planning, Accounting, Inventory Management, Supply Chain Management, Financial Reporting, Data Analysis, Operations Management, Microsoft Excel, Financial Accounting, Microsoft Word, PowerPoint, Finance, Access
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2014
Master of Business Administration (MBA), Accounting
Rutgers University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Garren Hamill Garren Hamill's Brown Brothers Harriman Experience April 2013 - Present
Job Audit Control Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2013 - Present
Waveguide Inc July 2012 - February 2013
Roger Williams Annual Fund September 2011 - December 2011
Skills
Portfolio Management, Mutual Funds, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Customer Service, Financial Analysis, Outlook, Financial Modeling, Team Leadership, Social Media, Public Speaking, Facebook, Finance, Accounting, Accounts Payable, Auditing, Account Reconciliation
Education
Roger Williams University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Brown Brothers Harriman April 2013 - Present
Waveguide Inc July 2012 - February 2013
Roger Williams Annual Fund September 2011 - December 2011
Skills
Portfolio Management, Mutual Funds, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Customer Service, Financial Analysis, Outlook, Financial Modeling, Team Leadership, Social Media, Public Speaking, Facebook, Finance, Accounting, Accounts Payable, Auditing, Account Reconciliation
Education
Roger Williams University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Kaitlin McGonagle Kaitlin McGonagle's Brown Brothers Harriman Experience
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Fixed Income, Mutual Funds, Securities, Equities, Bloomberg, Fund Accounting, Alternative Investments, Financial Services
Education
Providence College 1997 — 2001
Economics
Brown Brothers Harriman
Skills
Fixed Income, Mutual Funds, Securities, Equities, Bloomberg, Fund Accounting, Alternative Investments, Financial Services
Education
Providence College 1997 — 2001
Economics
David Foxhoven David Foxhoven's Brown Brothers Harriman Experience September 2010 - January 2013
Job EVP, Head of Operations & Technology
Industry Financial Services
Experience
ProShares ETFs and ProFunds January 2014 - Present
Brown Brothers Harriman September 2010 - January 2013
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds May 2004 - December 2007
OppenheimerFunds September 1998 - 2004
OppenheimerFunds July 1996 - September 1998
Merrill Lynch March 1991 - July 1996
Skills
Mutual Funds, Securities, Alternative Investments, Fixed Income, Investments, Equities, Financial Services, Portfolio Management, Series 7, Hedge Funds, Bloomberg, Capital Markets, Trading Systems, Trading, Derivatives, Asset Management, Risk Management, Finance, Banking, Change Management, Series 63, Asset Allocation, Investment Management, FINRA, Investment Strategies, Bonds, Options, Valuation, Back Office, Corporate Actions, Middle Office, Fund Accounting, Funding, Financial Markets, Strategy, Investment Banking, Wealth Management, Equity Derivatives, ETF, Exchange Traded...
Education
Regis University 2007 — 2008
MBA, MBA, Finance & Accounting, 4.0
University of Nebraska at Kearney 1987 — 1990
Bachelor of Science in Comprehensive Business Administration, Minors: Mathematics, Finance and Economics
Wayne State College 1985 — 1987
Partial Coursework Credit towards UNK Bachelors, Business, Mathematics & Computer Science
ProShares ETFs and ProFunds January 2014 - Present
Brown Brothers Harriman September 2010 - January 2013
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds May 2004 - December 2007
OppenheimerFunds September 1998 - 2004
OppenheimerFunds July 1996 - September 1998
Merrill Lynch March 1991 - July 1996
Skills
Mutual Funds, Securities, Alternative Investments, Fixed Income, Investments, Equities, Financial Services, Portfolio Management, Series 7, Hedge Funds, Bloomberg, Capital Markets, Trading Systems, Trading, Derivatives, Asset Management, Risk Management, Finance, Banking, Change Management, Series 63, Asset Allocation, Investment Management, FINRA, Investment Strategies, Bonds, Options, Valuation, Back Office, Corporate Actions, Middle Office, Fund Accounting, Funding, Financial Markets, Strategy, Investment Banking, Wealth Management, Equity Derivatives, ETF, Exchange Traded...
Education
Regis University 2007 — 2008
MBA, MBA, Finance & Accounting, 4.0
University of Nebraska at Kearney 1987 — 1990
Bachelor of Science in Comprehensive Business Administration, Minors: Mathematics, Finance and Economics
Wayne State College 1985 — 1987
Partial Coursework Credit towards UNK Bachelors, Business, Mathematics & Computer Science
Elizabeth Harris's Brown Brothers Harriman Experience July 2008 - March 2010
Job Investor Relations and Marketing at Long Oar Global Investors LLC
Industry Financial Services
Experience
Long Oar Global Investors LLC February 2013 - Present
Meridian March 2010 - February 2013
Brown Brothers Harriman July 2008 - March 2010
Skills
Alternative Investments, Hedge Funds, Investor Relations, Asset Management, Bloomberg, Derivatives, Fixed Income, Equities, Capital Markets, Investment Banking, Investments, Fund Of Funds
Education
Providence College 2004 — 2008
Bachelor of Science, Finance
Long Oar Global Investors LLC February 2013 - Present
Meridian March 2010 - February 2013
Brown Brothers Harriman July 2008 - March 2010
Skills
Alternative Investments, Hedge Funds, Investor Relations, Asset Management, Bloomberg, Derivatives, Fixed Income, Equities, Capital Markets, Investment Banking, Investments, Fund Of Funds
Education
Providence College 2004 — 2008
Bachelor of Science, Finance
Jeffrey McCarthy Jeffrey McCarthy's Brown Brothers Harriman Experience 2002 - February 2010
Job Vice PresidentHead of ETP Listings & Services at NASDAQ
Industry Financial Services
Alden Dowds Alden Dowds's Brown Brothers Harriman Experience July 2014 - Present
Job Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman June 2013 - September 2013
Rockefeller & Co., Inc. June 2012 - September 2012
The Economist June 2011 - September 2011
Skills
Market Research, Stata, Financial Analysis, Economics, Data Analysis, Microsoft Excel, Investments, PowerPoint, Research, Spanish, Microsoft Office, Social Media, Microsoft Word, Bloomberg Terminal, Macroeconomics, Public Speaking, Statistics, Teamwork
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Economics, Cum Laude
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman June 2013 - September 2013
Rockefeller & Co., Inc. June 2012 - September 2012
The Economist June 2011 - September 2011
Skills
Market Research, Stata, Financial Analysis, Economics, Data Analysis, Microsoft Excel, Investments, PowerPoint, Research, Spanish, Microsoft Office, Social Media, Microsoft Word, Bloomberg Terminal, Macroeconomics, Public Speaking, Statistics, Teamwork
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Economics, Cum Laude
Bernadette Fettinger Bernadette Fettinger's Brown Brothers Harriman Experience 2010 - 2014
Job Business Analyst
Industry Information Technology and Services
Experience
Delta Dental of NJ 2015 - Present
Brown Brothers Harriman 2010 - 2014
Brown Brothers Harriman 1999 - 2010
AT&T 1993 - 1998
Skills
SDLC, Microsoft Word, Microsoft Excel, Microsoft Project, Oracle, PL/SQL, Oracle SQL Developer, COBOLII, SQL DB2, CICS, JCL, Test Planning, System Testing, Requirements Analysis, Data Warehousing, SQL, Business Intelligence, Agile Methodologies, User Acceptance Testing, Requirements Gathering, Systems Analysis, Business Analysis, Documentation, IT Development, Visio, Databases, Testing, Analysis, Hyperion
Education
Queens College
BA, Computer Science
Delta Dental of NJ 2015 - Present
Brown Brothers Harriman 2010 - 2014
Brown Brothers Harriman 1999 - 2010
AT&T 1993 - 1998
Skills
SDLC, Microsoft Word, Microsoft Excel, Microsoft Project, Oracle, PL/SQL, Oracle SQL Developer, COBOLII, SQL DB2, CICS, JCL, Test Planning, System Testing, Requirements Analysis, Data Warehousing, SQL, Business Intelligence, Agile Methodologies, User Acceptance Testing, Requirements Gathering, Systems Analysis, Business Analysis, Documentation, IT Development, Visio, Databases, Testing, Analysis, Hyperion
Education
Queens College
BA, Computer Science
Neil Sheehan Neil Sheehan's Brown Brothers Harriman Experience July 2014 - Present
Job Student at Providence College
Industry
Experience
Brown Brothers Harriman July 2014 - Present
GTECH S.p.A. June 2012 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Public Speaking, Teamwork, English, Financial Analysis, Outlook, Leadership, Project Management, Capital IQ, Fidelity
Education
Providence College 2010 — 2014
Brown Brothers Harriman July 2014 - Present
GTECH S.p.A. June 2012 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Public Speaking, Teamwork, English, Financial Analysis, Outlook, Leadership, Project Management, Capital IQ, Fidelity
Education
Providence College 2010 — 2014
Brian Kersmanc Brian Kersmanc's Brown Brothers Harriman Experience January 2008 - May 2010
Job Equity Research Analyst at Jennison Associates LLC
Industry Financial Services
Experience
Jennison Associates LLC May 2014 - Present
Rutgers Business School: Special Projects August 2013 - April 2014
Jennison Associates May 2011 - April 2014
Jennison Associates May 2010 - May 2011
Brown Brothers Harriman January 2008 - May 2010
Gryphon Networks January 2007 - December 2007
University of Connecticut 2003 - 2007
Merrill Lynch May 2006 - June 2006
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Mutual Funds, Hedge Funds, Alternative Investments, Securities, Asset Managment, Valuation, Bonds, Portfolio Management, Financial Modeling, Investments, Finance, Equity Research, Investment Management, Asset Management
Education
Rutgers Graduate Business School 2012 — 2014
MBA, Finance
The University of Connecticut 2003 — 2007
Economics
Manheim Township HS
Jennison Associates LLC May 2014 - Present
Rutgers Business School: Special Projects August 2013 - April 2014
Jennison Associates May 2011 - April 2014
Jennison Associates May 2010 - May 2011
Brown Brothers Harriman January 2008 - May 2010
Gryphon Networks January 2007 - December 2007
University of Connecticut 2003 - 2007
Merrill Lynch May 2006 - June 2006
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Mutual Funds, Hedge Funds, Alternative Investments, Securities, Asset Managment, Valuation, Bonds, Portfolio Management, Financial Modeling, Investments, Finance, Equity Research, Investment Management, Asset Management
Education
Rutgers Graduate Business School 2012 — 2014
MBA, Finance
The University of Connecticut 2003 — 2007
Economics
Manheim Township HS
Kaitlyn Paul Kaitlyn Paul's Brown Brothers Harriman Experience October 2012 - September 2014
Job Client Services Associate at TriNet Ambrose
Industry Financial Services
Experience
TriNet September 2014 - Present
Brown Brothers Harriman October 2012 - September 2014
Brown Brothers Harriman May 2010 - October 2012
Brown Brothers Harriman July 2008 - May 2010
Skills
Fixed Income, Equities, Securities, Risk Management, Mutual Funds, Bloomberg, Derivatives, Financial Services, Fund Accounting, Alternative Investments, Hedge Funds
Education
Providence College 2004 — 2008
BA, Political Science
TriNet September 2014 - Present
Brown Brothers Harriman October 2012 - September 2014
Brown Brothers Harriman May 2010 - October 2012
Brown Brothers Harriman July 2008 - May 2010
Skills
Fixed Income, Equities, Securities, Risk Management, Mutual Funds, Bloomberg, Derivatives, Financial Services, Fund Accounting, Alternative Investments, Hedge Funds
Education
Providence College 2004 — 2008
BA, Political Science
Derek Welch Derek Welch's Brown Brothers Harriman Experience June 2007 - June 2011
Job Investment Management
Industry Investment Management
Experience
Arrowstreet Capital June 2011 - April 2014
Brown Brothers Harriman June 2007 - June 2011
Skills
Bloomberg, Equities, Fixed Income, Investments, Hedge Funds, Securities, Asset Management, Financial Analysis, Mutual Funds, Alternative Investments, Financial Services
Education
Providence College 2003 — 2007
BS, Finance, Economics
Arrowstreet Capital June 2011 - April 2014
Brown Brothers Harriman June 2007 - June 2011
Skills
Bloomberg, Equities, Fixed Income, Investments, Hedge Funds, Securities, Asset Management, Financial Analysis, Mutual Funds, Alternative Investments, Financial Services
Education
Providence College 2003 — 2007
BS, Finance, Economics
Courtney Sullivan Courtney Sullivan's Brown Brothers Harriman Experience May 2006 - December 2007
Job Sales Manager Retention at TripAdvisor
Industry Leisure, Travel & Tourism
Experience
TripAdvisor April 2015 - Present
Forrester Research November 2012 - April 2015
Forrester Research February 2012 - November 2012
Forrester Research July 2010 - February 2012
Forrester Research 2008 - June 2010
Brown Brothers Harriman May 2006 - December 2007
Lee Munder Capital Group March 2005 - April 2006
Greenough Communications September 2004 - April 2005
Skills
Leadership, Sales Operations, CRM, Strategy, Training, Consulting, Business Strategy, Strategic Planning, New Business Development, Marketing, Proposal Writing, Customer Satisfaction, Internal Communications, Research, Microsoft Excel, Management Consulting, Sales
Education
Providence College 2000 — 2004
Universidad de Salamanca 2003 — 2003
TripAdvisor April 2015 - Present
Forrester Research November 2012 - April 2015
Forrester Research February 2012 - November 2012
Forrester Research July 2010 - February 2012
Forrester Research 2008 - June 2010
Brown Brothers Harriman May 2006 - December 2007
Lee Munder Capital Group March 2005 - April 2006
Greenough Communications September 2004 - April 2005
Skills
Leadership, Sales Operations, CRM, Strategy, Training, Consulting, Business Strategy, Strategic Planning, New Business Development, Marketing, Proposal Writing, Customer Satisfaction, Internal Communications, Research, Microsoft Excel, Management Consulting, Sales
Education
Providence College 2000 — 2004
Universidad de Salamanca 2003 — 2003
Harry Ngai Harry Ngai's Brown Brothers Harriman Experience April 1981 - January 1996
Job VP Operations Client Services manager at Credit Agricole Securities USA Inc.
Industry Financial Services
Experience
Credit Agricole Securities USA Inc. January 1996 - Present
Credit Agricole Securities January 1996 - Present
Brown Brothers Harriman & Co January 1981 - Present
Brown Brothers Harriman April 1981 - January 1996
Skills
Securities, Equities, Fixed Income, Back Office, Settlement, DTC, Corporate Actions, Bloomberg
Education
Queensborough Community College 1979 — 1981
Some college, Towards accounting
Credit Agricole Securities USA Inc. January 1996 - Present
Credit Agricole Securities January 1996 - Present
Brown Brothers Harriman & Co January 1981 - Present
Brown Brothers Harriman April 1981 - January 1996
Skills
Securities, Equities, Fixed Income, Back Office, Settlement, DTC, Corporate Actions, Bloomberg
Education
Queensborough Community College 1979 — 1981
Some college, Towards accounting
Plamen Yovchev Plamen Yovchev's Brown Brothers Harriman Experience June 2007 - May 2008
Job Investment Management, Corporate Strategy & Business Development at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2014 - Present
Deutsche Bank July 2011 - September 2014
Baldwin Bell Green January 2010 - May 2011
Mitchell Madison Group July 2009 - January 2010
Brown Brothers Harriman June 2007 - May 2008
Education
University of Rochester - Simon Business School 2008 — 2009
Master's, Finance
Ramapo College of New Jersey 2003 — 2007
BS, Finance and Economics
1st Language School - Varna
BNY Mellon October 2014 - Present
Deutsche Bank July 2011 - September 2014
Baldwin Bell Green January 2010 - May 2011
Mitchell Madison Group July 2009 - January 2010
Brown Brothers Harriman June 2007 - May 2008
Education
University of Rochester - Simon Business School 2008 — 2009
Master's, Finance
Ramapo College of New Jersey 2003 — 2007
BS, Finance and Economics
1st Language School - Varna
Sonia Chowdhury's Brown Brothers Harriman Experience July 2015 - Present
Job Operations Specialist Trade Settlement at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Nordstrom May 2014 - August 2014
Centura Health June 2013 - September 2013
CleanLaunch May 2012 - September 2012
Center for Craniofacial Surgery June 2010 - September 2012
Skills
Human Resources, Human Capital, HR Consulting, Talent Management, Time Management, Marketing Strategy, Management, Start-ups, Auditing, Onboarding, Fitness, Insurance, Hospitals, Psychology, Retail Sales
Education
Queen's University 2011 — 2015
Bachelor of Commerce (BCom)
Brown Brothers Harriman July 2015 - Present
Nordstrom May 2014 - August 2014
Centura Health June 2013 - September 2013
CleanLaunch May 2012 - September 2012
Center for Craniofacial Surgery June 2010 - September 2012
Skills
Human Resources, Human Capital, HR Consulting, Talent Management, Time Management, Marketing Strategy, Management, Start-ups, Auditing, Onboarding, Fitness, Insurance, Hospitals, Psychology, Retail Sales
Education
Queen's University 2011 — 2015
Bachelor of Commerce (BCom)
Matthew Colletta Matthew Colletta's Brown Brothers Harriman Experience September 2013 - December 2013
Job Student at Quinnipiac University School of Business
Industry Financial Services
Experience
Daiwa Capital Markets December 2013 - Present
Brown Brothers Harriman September 2013 - December 2013
U.S Sterling Securities May 2012 - September 2012
F.J Sciame Construction Co., Inc May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Windows, Bloomberg Terminal
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Finance, General
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance
Chaminade High School
Daiwa Capital Markets December 2013 - Present
Brown Brothers Harriman September 2013 - December 2013
U.S Sterling Securities May 2012 - September 2012
F.J Sciame Construction Co., Inc May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Windows, Bloomberg Terminal
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Finance, General
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance
Chaminade High School
Jay Turner's Brown Brothers Harriman Experience November 2003 - October 2005
Job Senior Executive Assistant at Chicago Association of REALTORS®
Industry Real Estate
Experience
Chicago Association of REALTORS® April 2009 - Present
Gensler October 2005 - January 2009
Brown Brothers Harriman November 2003 - October 2005
Skills
Administrative..., Office Management, Calendaring, Travel Arrangements, Outlook, Calendars, Executive Support, Confidentiality, Office Administration, Event Planning, Spreadsheets, Executive..., Concur, Expense Management, Leadership, Process Scheduler
Education
Cooking and Hospitality Institute of Chicago
Purdue University Calumet
Chicago Association of REALTORS® April 2009 - Present
Gensler October 2005 - January 2009
Brown Brothers Harriman November 2003 - October 2005
Skills
Administrative..., Office Management, Calendaring, Travel Arrangements, Outlook, Calendars, Executive Support, Confidentiality, Office Administration, Event Planning, Spreadsheets, Executive..., Concur, Expense Management, Leadership, Process Scheduler
Education
Cooking and Hospitality Institute of Chicago
Purdue University Calumet
Leeza Glorioso Leeza Glorioso's Brown Brothers Harriman Experience January 2013 - December 2014
Job at
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Brown Brothers Harriman January 2013 - December 2014
Brown Brothers Harriman September 2011 - January 2013
Brown Brothers Harriman September 2010 - October 2011
OppenheimerFunds November 2007 - September 2010
Skills
Valuation, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Corporate Actions, Financial Analysis, Financial Services, Alternative Investments, Investments, Financial Modeling, Asset Management
Education
Regis University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
University of Northern Colorado 1999 — 2003
Economics
Charles Schwab December 2014 - Present
Brown Brothers Harriman January 2013 - December 2014
Brown Brothers Harriman September 2011 - January 2013
Brown Brothers Harriman September 2010 - October 2011
OppenheimerFunds November 2007 - September 2010
Skills
Valuation, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Corporate Actions, Financial Analysis, Financial Services, Alternative Investments, Investments, Financial Modeling, Asset Management
Education
Regis University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
University of Northern Colorado 1999 — 2003
Economics
James Giovanoni James Giovanoni's Brown Brothers Harriman Experience September 2000 - August 2002
Job Director of Finance at Covance
Industry Hospital & Health Care
Experience
Covance January 2014 - Present
Covance June 2011 - January 2014
WellPoint November 2008 - June 2011
WellPoint, Inc. December 2006 - November 2008
WellPoint August 2005 - December 2006
Remy International July 2004 - August 2005
IBM May 2003 - August 2003
Brown Brothers Harriman September 2000 - August 2002
The Blackstone Group June 1998 - September 2000
Skills
Financial Modeling, Strategic Planning, Business Strategy, Finance, Corporate Finance, Forecasting, Essbase, Financial Statements, Strategy, Data Analysis, Strategic Financial..., Change Management, Financial Forecasting, Business Process..., Business Analysis, Variance Analysis, Budgets, Financial Analysis, Process Improvement, Analysis
Education
Purdue University - Krannert School of Management 2002 — 2004
MBA, Finance
Villanova University 1994 — 1998
B.S., Accounting
Covance January 2014 - Present
Covance June 2011 - January 2014
WellPoint November 2008 - June 2011
WellPoint, Inc. December 2006 - November 2008
WellPoint August 2005 - December 2006
Remy International July 2004 - August 2005
IBM May 2003 - August 2003
Brown Brothers Harriman September 2000 - August 2002
The Blackstone Group June 1998 - September 2000
Skills
Financial Modeling, Strategic Planning, Business Strategy, Finance, Corporate Finance, Forecasting, Essbase, Financial Statements, Strategy, Data Analysis, Strategic Financial..., Change Management, Financial Forecasting, Business Process..., Business Analysis, Variance Analysis, Budgets, Financial Analysis, Process Improvement, Analysis
Education
Purdue University - Krannert School of Management 2002 — 2004
MBA, Finance
Villanova University 1994 — 1998
B.S., Accounting
Margaret Dawson's Brown Brothers Harriman Experience May 2008 - August 2008
Job Operations Associate at InsideHook
Industry Marketing and Advertising
Experience
InsideHook February 2015 - Present
Titan January 2014 - February 2015
Titan May 2013 - January 2014
Meyer Davis January 2013 - April 2013
Burch Creative Capital July 2012 - December 2012
Titan April 2011 - April 2012
LandVest January 2011 - April 2011
Enzian Theater/ Florida Film Festival January 2010 - April 2010
Brown Brothers Harriman May 2008 - August 2008
Brown Brothers Harriman May 2007 - August 2007
Education
Rollins College 2006 — 2010
Bachelor of Arts, Critical Media and Cultural Studies
InsideHook February 2015 - Present
Titan January 2014 - February 2015
Titan May 2013 - January 2014
Meyer Davis January 2013 - April 2013
Burch Creative Capital July 2012 - December 2012
Titan April 2011 - April 2012
LandVest January 2011 - April 2011
Enzian Theater/ Florida Film Festival January 2010 - April 2010
Brown Brothers Harriman May 2008 - August 2008
Brown Brothers Harriman May 2007 - August 2007
Education
Rollins College 2006 — 2010
Bachelor of Arts, Critical Media and Cultural Studies
Dave Eby's Brown Brothers Harriman Experience May 2013 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2013 - Present
Textron January 2011 - 2013
Mass State Attorney General's Office September 2010 - December 2010
John Hancock January 2007 - January 2009
Fidelity Investments 1995 - 2007
Boston Financial Data Services January 1992 - January 1995
BFDS 1992 - 1995
Skills
Business Analysis, Business Process..., Visio, Project Management, Requirements Analysis, Testing, Quality Assurance, Access, Project Planning
Education
University of Hartford 1987 — 1991
BFA
Rhode Island School of Design 2012 — 2012
Photograhy, photography
University of Hartford
BFA, Photography
Brown Brothers Harriman May 2013 - Present
Textron January 2011 - 2013
Mass State Attorney General's Office September 2010 - December 2010
John Hancock January 2007 - January 2009
Fidelity Investments 1995 - 2007
Boston Financial Data Services January 1992 - January 1995
BFDS 1992 - 1995
Skills
Business Analysis, Business Process..., Visio, Project Management, Requirements Analysis, Testing, Quality Assurance, Access, Project Planning
Education
University of Hartford 1987 — 1991
BFA
Rhode Island School of Design 2012 — 2012
Photograhy, photography
University of Hartford
BFA, Photography
Glenn Morley Glenn Morley's Brown Brothers Harriman Experience December 2012 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman December 2012 - Present
J.P. Morgan November 2007 - December 2012
Skills
Banking, Business Analysis, Microsoft Excel, Analysis, Valuation, Corporate Finance, Financial Statement..., PowerPoint
Education
Villanova University 2011 — 2014
Masters Degree, Taxation (Estate Planning)
Rochester Institute of Technology 2006 — 2007
MBA, Finance
SUNY Geneseo 2002 — 2006
Bachelor of Science, Business Administration
Skaneateles High School 1999 — 2002
Regents
Brown Brothers Harriman December 2012 - Present
J.P. Morgan November 2007 - December 2012
Skills
Banking, Business Analysis, Microsoft Excel, Analysis, Valuation, Corporate Finance, Financial Statement..., PowerPoint
Education
Villanova University 2011 — 2014
Masters Degree, Taxation (Estate Planning)
Rochester Institute of Technology 2006 — 2007
MBA, Finance
SUNY Geneseo 2002 — 2006
Bachelor of Science, Business Administration
Skaneateles High School 1999 — 2002
Regents
Cameron Fuchs, CFA Cameron Fuchs, CFA's Brown Brothers Harriman Experience January 2011 - June 2011
Job Associate Content Manager at FactSet
Industry Financial Services
Experience
FactSet March 2014 - Present
FactSet Research Systems September 2012 - February 2014
FactSet Research Systems January 2012 - September 2012
Brown Brothers Harriman January 2011 - June 2011
Asset International March 2009 - September 2009
Citigroup May 2008 - September 2008
Asset International June 2007 - September 2007
Skills
Alternative Investments, Financial Analysis, Competitive Analysis, Analysis, Strategy, Portfolio Management, Valuation, Business Development, Hedge Funds, Mutual Funds, Product Development, Financial Modeling, Research, Investments, PowerPoint, Emerging Markets, Finance
Education
Providence College 2006 — 2010
B.S., Finance
FactSet March 2014 - Present
FactSet Research Systems September 2012 - February 2014
FactSet Research Systems January 2012 - September 2012
Brown Brothers Harriman January 2011 - June 2011
Asset International March 2009 - September 2009
Citigroup May 2008 - September 2008
Asset International June 2007 - September 2007
Skills
Alternative Investments, Financial Analysis, Competitive Analysis, Analysis, Strategy, Portfolio Management, Valuation, Business Development, Hedge Funds, Mutual Funds, Product Development, Financial Modeling, Research, Investments, PowerPoint, Emerging Markets, Finance
Education
Providence College 2006 — 2010
B.S., Finance
Yuqing (Michelle) Wang's Brown Brothers Harriman Experience May 2013 - July 2013
Job Student at Purdue University Krannert School of Management
Industry Management Consulting
Experience
Vermilion Partners June 2014 - August 2014
MasterCard July 2013 - August 2013
Brown Brothers Harriman May 2013 - July 2013
Life Tree International Education Institution July 2010 - August 2012
Skills
Public Speaking, Leadership, Entrepreneurship, Event Planning, Creative Strategy, Microsoft Office, Teamwork, Advertising, Market Research, Time Management
Education
Purdue University - Krannert School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
Vermilion Partners June 2014 - August 2014
MasterCard July 2013 - August 2013
Brown Brothers Harriman May 2013 - July 2013
Life Tree International Education Institution July 2010 - August 2012
Skills
Public Speaking, Leadership, Entrepreneurship, Event Planning, Creative Strategy, Microsoft Office, Teamwork, Advertising, Market Research, Time Management
Education
Purdue University - Krannert School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
Andrew Hodgkins, CFA Andrew Hodgkins, CFA's Brown Brothers Harriman Experience June 2014 - Present
Job Private Equity Analyst at Brown Brothers Harriman
Industry Venture Capital & Private Equity
Experience
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman September 2012 - June 2014
Brown Brothers Harriman July 2010 - August 2012
Quinnipiac University January 2009 - July 2010
Fidelity Investments June 2009 - August 2009
Greenwich Roundtable September 2008 - January 2009
Boston Cannons May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Financial Modeling, Financial Analysis, Capital IQ, Investment Management, Finance, Private Equity
Education
Quinnipiac University - School of Business 2006 — 2010
Finance & Economics
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman September 2012 - June 2014
Brown Brothers Harriman July 2010 - August 2012
Quinnipiac University January 2009 - July 2010
Fidelity Investments June 2009 - August 2009
Greenwich Roundtable September 2008 - January 2009
Boston Cannons May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Financial Modeling, Financial Analysis, Capital IQ, Investment Management, Finance, Private Equity
Education
Quinnipiac University - School of Business 2006 — 2010
Finance & Economics
Andrew Bonetti Andrew Bonetti's Brown Brothers Harriman Experience June 2006 - September 2009
Job Senior Analyst at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC September 2009 - Present
Brown Brothers Harriman June 2006 - September 2009
Skills
Bloomberg, Equities, Investments, Series 65, Mutual Funds, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Portfolio Management, Financial Services, Retirement Planning, Securities, Bloomberg Terminal, 401k, Investment Management, Private Equity, Investment Advisory, Retirement, Institutional...
Education
Northeastern University - D'Amore McKim School of Business 2008 — 2010
MBA, Finance, Management
Providence College 2002 — 2006
BA, History, Economics
Shepherd Kaplan LLC September 2009 - Present
Brown Brothers Harriman June 2006 - September 2009
Skills
Bloomberg, Equities, Investments, Series 65, Mutual Funds, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Portfolio Management, Financial Services, Retirement Planning, Securities, Bloomberg Terminal, 401k, Investment Management, Private Equity, Investment Advisory, Retirement, Institutional...
Education
Northeastern University - D'Amore McKim School of Business 2008 — 2010
MBA, Finance, Management
Providence College 2002 — 2006
BA, History, Economics
Jason Plesha Jason Plesha's Brown Brothers Harriman Experience January 2014 - July 2014
Job Seeking Employment
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - July 2014
New York Life Insurance Company January 2012 - December 2012
Costco Wholesale May 2007 - January 2012
Skills
Word, Excel, Customer Service, Microsoft Office, Communication, Analytical, Philosophy, Social Media, Healthy Relationships, Team Skills, Microsoft Excel, Time Management, PowerPoint, Finance, Fixed Annuities, Teamwork, Microsoft Word, Social Networking
Education
Roger Williams University 2007 — 2011
Finance, Management, Philosophy
Brown Brothers Harriman January 2014 - July 2014
New York Life Insurance Company January 2012 - December 2012
Costco Wholesale May 2007 - January 2012
Skills
Word, Excel, Customer Service, Microsoft Office, Communication, Analytical, Philosophy, Social Media, Healthy Relationships, Team Skills, Microsoft Excel, Time Management, PowerPoint, Finance, Fixed Annuities, Teamwork, Microsoft Word, Social Networking
Education
Roger Williams University 2007 — 2011
Finance, Management, Philosophy
Edward Bartlett III's Brown Brothers Harriman Experience July 2008 - July 2009
Job Manager Client Services at Washington Nationals
Industry Sports
Experience
Washington Nationals November 2013 - Present
Washington Nationals March 2011 - November 2013
Washington Nationals May 2010 - March 2011
Brown Brothers Harriman July 2008 - July 2009
Curry College Men's Rugby September 2008 - May 2009
State Street September 2006 - July 2008
Walgreen's Pharmacy April 2005 - March 2006
Skills
Microsoft Office, Customer Service, Management, Coaching, Microsoft Excel, PowerPoint, Social Media, Sales, Microsoft Word, Event Planning, Event Management, Account Management, Sports Marketing, Marketing, Sponsorship, Social Networking, Sports, Sports Management, Social Media Marketing, New Business Development, Public Relations
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Providence College 2002 — 2006
B.A., Political Science & Spanish
Boston College High School 1998 — 2002
Washington Nationals November 2013 - Present
Washington Nationals March 2011 - November 2013
Washington Nationals May 2010 - March 2011
Brown Brothers Harriman July 2008 - July 2009
Curry College Men's Rugby September 2008 - May 2009
State Street September 2006 - July 2008
Walgreen's Pharmacy April 2005 - March 2006
Skills
Microsoft Office, Customer Service, Management, Coaching, Microsoft Excel, PowerPoint, Social Media, Sales, Microsoft Word, Event Planning, Event Management, Account Management, Sports Marketing, Marketing, Sponsorship, Social Networking, Sports, Sports Management, Social Media Marketing, New Business Development, Public Relations
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Providence College 2002 — 2006
B.A., Political Science & Spanish
Boston College High School 1998 — 2002
Matthew Kinback's Brown Brothers Harriman Experience June 2007 - January 2010
Job Director of Marketing at Clever Athletics Co. LLC
Industry Marketing and Advertising
Experience
Clever Athletics Co. LLC March 2012 - Present
DOW Electronics February 2010 - March 2012
Brown Brothers Harriman June 2007 - January 2010
Tameracq Partners, Inc. November 2006 - June 2007
Liberty Mutual Insurance May 2006 - December 2006
Skills
Social Media, Marketing, Microsoft Excel, Marketing Strategy, Social Media Marketing, Sales, Advertising, Management, Strategy, Marketing Communications, Business Development, Leadership, Salesforce.com, Email Marketing, Event Planning, Viking
Education
Providence College 2003 — 2007
BA, Political Science, Business Studies
Clever Athletics Co. LLC March 2012 - Present
DOW Electronics February 2010 - March 2012
Brown Brothers Harriman June 2007 - January 2010
Tameracq Partners, Inc. November 2006 - June 2007
Liberty Mutual Insurance May 2006 - December 2006
Skills
Social Media, Marketing, Microsoft Excel, Marketing Strategy, Social Media Marketing, Sales, Advertising, Management, Strategy, Marketing Communications, Business Development, Leadership, Salesforce.com, Email Marketing, Event Planning, Viking
Education
Providence College 2003 — 2007
BA, Political Science, Business Studies
Ryan Klimkowski's Brown Brothers Harriman Experience June 2004 - June 2006
Job JP Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Deutsche Bank February 2009 - Present
Merrill Lynch June 2006 - October 2008
Brown Brothers Harriman June 2004 - June 2006
BNY Mellon February 2003 - March 2006
Skills
Asset Management, Banking, Bloomberg, Derivatives, Capital Markets, Equities, Fixed Income, Investment Banking, Microsoft Excel, Securities, Trading, FX Options, Financial Services, Hedge Funds, Microsoft Office
Education
Regis University 2009 — 2012
Mba, Business
Quinnipiac University 1998 — 2002
Bachelors, Marketing
J.P. Morgan June 2015 - Present
Deutsche Bank February 2009 - Present
Merrill Lynch June 2006 - October 2008
Brown Brothers Harriman June 2004 - June 2006
BNY Mellon February 2003 - March 2006
Skills
Asset Management, Banking, Bloomberg, Derivatives, Capital Markets, Equities, Fixed Income, Investment Banking, Microsoft Excel, Securities, Trading, FX Options, Financial Services, Hedge Funds, Microsoft Office
Education
Regis University 2009 — 2012
Mba, Business
Quinnipiac University 1998 — 2002
Bachelors, Marketing
Jonathon Richards Jonathon Richards's Brown Brothers Harriman Experience June 2015 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Marketing and Advertising
Experience
Brown Brothers Harriman June 2015 - Present
Great-West Financial July 2014 - March 2015
Sigma Chi Fraternity February 2014 - February 2015
Butler Rents, Inc June 2013 - August 2013
Poughkeepsie Tennis Club June 2012 - August 2012
Skills
Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Marketing, Management
Education
University of Denver 2011 — 2015
Bachelor's degree, Marketing
Queen Mary, U. of London 2013 — 2013
Business Administration and Management, General
salisbury school
salisbury school
salisbury school
salisbury school
Brown Brothers Harriman June 2015 - Present
Great-West Financial July 2014 - March 2015
Sigma Chi Fraternity February 2014 - February 2015
Butler Rents, Inc June 2013 - August 2013
Poughkeepsie Tennis Club June 2012 - August 2012
Skills
Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Marketing, Management
Education
University of Denver 2011 — 2015
Bachelor's degree, Marketing
Queen Mary, U. of London 2013 — 2013
Business Administration and Management, General
salisbury school
salisbury school
salisbury school
salisbury school
Erin Folkman Erin Folkman's Brown Brothers Harriman Experience September 2009 - September 2012
Job Marketing Communications Manager at TransUnion
Industry Financial Services
Experience
TransUnion July 2015 - Present
OneAmerica Financial Partners Inc. March 2015 - June 2015
OneAmerica Financial Partners Inc. September 2013 - March 2015
OneAmerica Financial Partners Inc. April 2013 - September 2013
OneAmerica Financial Partners Inc. February 2013 - April 2013
Brown Brothers Harriman September 2009 - September 2012
Brown Brothers Harriman November 2007 - September 2009
Skills
Writing, Technical Writing, Marketing Communications, Editing, Brand Management, Corporate Communications, Project Management, Public Relations, E-newsletter Design, Strategic Communications, Digital Strategy, Video Production, Online Marketing..., Social Media, Leadership, Corporate Events, Salesforce.com, Financial Services, Media Relations, Marketing, Process Improvement, Social Media Marketing, Management
Education
Simmons College - Simmons School of Management 2010 — 2012
Master of Science, Communications Management
Providence College
Bachelor of Arts, English
TransUnion July 2015 - Present
OneAmerica Financial Partners Inc. March 2015 - June 2015
OneAmerica Financial Partners Inc. September 2013 - March 2015
OneAmerica Financial Partners Inc. April 2013 - September 2013
OneAmerica Financial Partners Inc. February 2013 - April 2013
Brown Brothers Harriman September 2009 - September 2012
Brown Brothers Harriman November 2007 - September 2009
Skills
Writing, Technical Writing, Marketing Communications, Editing, Brand Management, Corporate Communications, Project Management, Public Relations, E-newsletter Design, Strategic Communications, Digital Strategy, Video Production, Online Marketing..., Social Media, Leadership, Corporate Events, Salesforce.com, Financial Services, Media Relations, Marketing, Process Improvement, Social Media Marketing, Management
Education
Simmons College - Simmons School of Management 2010 — 2012
Master of Science, Communications Management
Providence College
Bachelor of Arts, English
Nikki H.'s Brown Brothers Harriman Experience August 2013 - January 2014
Job Fixed Income Trade Support Analyst at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Gannett Welsh & Kotler, LLC February 2014 - July 2014
Brown Brothers Harriman August 2013 - January 2014
Shields Health Care Group June 2008 - December 2011
Skills
Market Research, Research, Microsoft Excel, Strategic Planning, PowerPoint, Operations Management, Team Building, Negotiation, Strategy, Spanish, Customer Service, Excel, Global Business..., Strategy Development, SPSS, SharePoint, Sectra, Biscom, Questionnaire Design, International Management, Global Business Planning, Literature Reviews, Financial Planning, Project Management, SQL
Education
Quinnipiac University - School of Business 2009 — 2013
BS, International Business, Finance
Universidad de Belgrano
Latin American Studies, Study Abroad
Fidelity Investments July 2014 - Present
Gannett Welsh & Kotler, LLC February 2014 - July 2014
Brown Brothers Harriman August 2013 - January 2014
Shields Health Care Group June 2008 - December 2011
Skills
Market Research, Research, Microsoft Excel, Strategic Planning, PowerPoint, Operations Management, Team Building, Negotiation, Strategy, Spanish, Customer Service, Excel, Global Business..., Strategy Development, SPSS, SharePoint, Sectra, Biscom, Questionnaire Design, International Management, Global Business Planning, Literature Reviews, Financial Planning, Project Management, SQL
Education
Quinnipiac University - School of Business 2009 — 2013
BS, International Business, Finance
Universidad de Belgrano
Latin American Studies, Study Abroad
Jordyn Komack's Brown Brothers Harriman Experience July 2014 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - Present
Andrew E Skroback & Associates: True Wealth Advisors May 2012 - August 2013
Law Offices of Stanley D Komack March 2009 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Social Networking, Facebook, Event Planning, Leadership, Time Management
Education
Providence College 2010 — 2014
Bachelor's degree, Finance, General
Longmeadow High School 2006 — 2010
Diploma
Brown Brothers Harriman July 2014 - Present
Andrew E Skroback & Associates: True Wealth Advisors May 2012 - August 2013
Law Offices of Stanley D Komack March 2009 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Social Networking, Facebook, Event Planning, Leadership, Time Management
Education
Providence College 2010 — 2014
Bachelor's degree, Finance, General
Longmeadow High School 2006 — 2010
Diploma
Kevin Merrick Kevin Merrick's Brown Brothers Harriman Experience June 2012 - August 2012
Job Business Analyst & Reporting Specialist at JPMorgan Chase & Co.
Industry
Experience
JPMorgan Chase & Co. April 2015 - Present
Brown Brothers Harriman June 2012 - August 2012
Method Two June 2011 - August 2011
FIFA September 2006 - November 2010
Skills
Microsoft Office, Teamwork, Social Media
Education
Rochester Institute of Technology 2013 — 2014
Master of Business Administration (MBA)
Rochester Institute of Technology 2009 — 2013
Bachelor of Science (B.S.) in Management Information Systems
JPMorgan Chase & Co. April 2015 - Present
Brown Brothers Harriman June 2012 - August 2012
Method Two June 2011 - August 2011
FIFA September 2006 - November 2010
Skills
Microsoft Office, Teamwork, Social Media
Education
Rochester Institute of Technology 2013 — 2014
Master of Business Administration (MBA)
Rochester Institute of Technology 2009 — 2013
Bachelor of Science (B.S.) in Management Information Systems
Ross MacLean Ross MacLean's Brown Brothers Harriman Experience February 2008 - February 2015
Job Senior Consultant at EY
Industry Financial Services
Experience
EY February 2015 - Present
Brown Brothers Harriman February 2008 - February 2015
State Street Bank 2005 - 2008
Skills
Fund Accounting, Client Services, Securities Lending, Bloomberg Terminal, Fund Administration, Bonds, ETFs, Middle Office, Collateral Management, Institutional..., AML, Hedging, Swaps, Prime Brokerage, Client Relationships..., Financial Reporting, Global Custody, International..., Microsoft Excel, Mutual Funds, Options, Client Relations
Education
Providence College 2000 — 2004
Bachelor's Degree, History
Xaverian Brothers
Xaverian Brothers
EY February 2015 - Present
Brown Brothers Harriman February 2008 - February 2015
State Street Bank 2005 - 2008
Skills
Fund Accounting, Client Services, Securities Lending, Bloomberg Terminal, Fund Administration, Bonds, ETFs, Middle Office, Collateral Management, Institutional..., AML, Hedging, Swaps, Prime Brokerage, Client Relationships..., Financial Reporting, Global Custody, International..., Microsoft Excel, Mutual Funds, Options, Client Relations
Education
Providence College 2000 — 2004
Bachelor's Degree, History
Xaverian Brothers
Xaverian Brothers
Mariel Johnson Mariel Johnson's Brown Brothers Harriman Experience June 2015 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Providence College 2011 - May 2015
Province Mortgage Associates January 2014 - May 2014
Campus Vacations September 2013 - March 2014
NORDICOM January 2011 - August 2013
Chimney Rock Inn September 2009 - August 2011
Skills
Marketing, Event Planning, Leadership, Social Networking, Philanthropy, Strategy, Bloomberg Terminal, Fund Accounting, Investor Services, Lotus Notes
Education
Providence College 2011 — 2015
Bachelor's degree, Management, Finance
Brown Brothers Harriman June 2015 - Present
Providence College 2011 - May 2015
Province Mortgage Associates January 2014 - May 2014
Campus Vacations September 2013 - March 2014
NORDICOM January 2011 - August 2013
Chimney Rock Inn September 2009 - August 2011
Skills
Marketing, Event Planning, Leadership, Social Networking, Philanthropy, Strategy, Bloomberg Terminal, Fund Accounting, Investor Services, Lotus Notes
Education
Providence College 2011 — 2015
Bachelor's degree, Management, Finance
Tracey Giordano Tracey Giordano's Brown Brothers Harriman Experience January 1994 - January 1998
Job Benefits Administrator at United States Cold Storage, Inc.
Industry Human Resources
Experience
United States Cold Storage, Inc. November 2014 - Present
US Vision September 2013 - November 2014
Karcher North America August 2010 - September 2013
Cendant Mortgage/ PHH Mortgage January 1998 - June 2002
Brown Brothers Harriman January 1994 - January 1998
Skills
Employee Relations, HRIS, Problem Solving, Microsoft Excel, Employee Benefits..., Employee Training, Payroll, Change Management, Employee Benefits, Talent Acquisition, Onboarding, Human Resources, Training, FMLA, Customer Service, Team Building, Management, Sales
Education
Glassboro State College 1990 — 1992
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Gloucester County College 1988 — 1990
Associate of Science (AS), Business Administration and Management, General
United States Cold Storage, Inc. November 2014 - Present
US Vision September 2013 - November 2014
Karcher North America August 2010 - September 2013
Cendant Mortgage/ PHH Mortgage January 1998 - June 2002
Brown Brothers Harriman January 1994 - January 1998
Skills
Employee Relations, HRIS, Problem Solving, Microsoft Excel, Employee Benefits..., Employee Training, Payroll, Change Management, Employee Benefits, Talent Acquisition, Onboarding, Human Resources, Training, FMLA, Customer Service, Team Building, Management, Sales
Education
Glassboro State College 1990 — 1992
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Gloucester County College 1988 — 1990
Associate of Science (AS), Business Administration and Management, General
Anna A. Tavis, Ph.D's Brown Brothers Harriman Experience December 2010 - April 2013
Job Founder and Partner at Global Lab Plus
Industry Human Resources
Experience
Global Lab Plus 2014 - Present
People and Strategy Journal 2007 - Present
New York University 2009 - Present
NeuroLeadership Institute 2014 - Present
Brown Brothers Harriman December 2010 - April 2013
American International Group (AIG) 2007 - November 2010
United Technologies Corporation 2005 - 2006
Nokia 2001 - 2005
Motorola January 1998 - 2001
Fairfield University 1995 - 1999
Skills
Leadership Development, Environmental Impact..., Performance Management, Succession Planning, Talent Acquisition, Organizational..., Talent Management, Organizational..., Employee Engagement, Organizational Design, Strategy, Change Management, Personnel Management, Coaching, Leadership, Management, Executive Coaching, Consulting, Employee Relations, Deferred Compensation, Onboarding, Globalization, Career Development, Public Speaking, Management Consulting, Workshop Facilitation, Performance Improvement, Management Development, Culture Change, Organizational Behavior, 360 Feedback, Human Resources, Executive Development, Staff Development, Mergers & Acquisitions, Training, E-Learning, Interviews, Instructional Design, Employee Training, Career Counseling, MBTI, Workforce Planning, Thought Leadership, Team Management, Employee Benefits, Emotional Intelligence, Conflict Resolution, Program Management
Education
Princeton University 1987 — 2014
Doctor of Philosophy (Ph.D.), Comparative Literature
Princeton University 1982 — 1987
MA, Ph.D, Comparative Literature
Global Lab Plus 2014 - Present
People and Strategy Journal 2007 - Present
New York University 2009 - Present
NeuroLeadership Institute 2014 - Present
Brown Brothers Harriman December 2010 - April 2013
American International Group (AIG) 2007 - November 2010
United Technologies Corporation 2005 - 2006
Nokia 2001 - 2005
Motorola January 1998 - 2001
Fairfield University 1995 - 1999
Skills
Leadership Development, Environmental Impact..., Performance Management, Succession Planning, Talent Acquisition, Organizational..., Talent Management, Organizational..., Employee Engagement, Organizational Design, Strategy, Change Management, Personnel Management, Coaching, Leadership, Management, Executive Coaching, Consulting, Employee Relations, Deferred Compensation, Onboarding, Globalization, Career Development, Public Speaking, Management Consulting, Workshop Facilitation, Performance Improvement, Management Development, Culture Change, Organizational Behavior, 360 Feedback, Human Resources, Executive Development, Staff Development, Mergers & Acquisitions, Training, E-Learning, Interviews, Instructional Design, Employee Training, Career Counseling, MBTI, Workforce Planning, Thought Leadership, Team Management, Employee Benefits, Emotional Intelligence, Conflict Resolution, Program Management
Education
Princeton University 1987 — 2014
Doctor of Philosophy (Ph.D.), Comparative Literature
Princeton University 1982 — 1987
MA, Ph.D, Comparative Literature
Patrick Riegel's Brown Brothers Harriman Experience June 2007 - October 2008
Job Project Manager at W.J. Riegel Rail Solutions, LLC
Industry Construction
Experience
W.J. Riegel Rail Solutions, LLC March 2011 - Present
DNV Renewables (USA) Inc. October 2009 - April 2011
The Boston Blazers October 2008 - October 2009
Brown Brothers Harriman June 2007 - October 2008
Cramer Integrated Marketing Solutions August 2006 - December 2006
Skills
Process Improvement, Analysis, Project Management, Project Planning, Strategic Planning, Contract Negotiation, Budgets, Program Management, Marketing, Risk Management, Management, Strategy
Education
Providence College 2003 — 2007
Marketing, Finance
W.J. Riegel Rail Solutions, LLC March 2011 - Present
DNV Renewables (USA) Inc. October 2009 - April 2011
The Boston Blazers October 2008 - October 2009
Brown Brothers Harriman June 2007 - October 2008
Cramer Integrated Marketing Solutions August 2006 - December 2006
Skills
Process Improvement, Analysis, Project Management, Project Planning, Strategic Planning, Contract Negotiation, Budgets, Program Management, Marketing, Risk Management, Management, Strategy
Education
Providence College 2003 — 2007
Marketing, Finance
Eric Krusell's Brown Brothers Harriman Experience June 2010 - January 2012
Job Hedge Fund Administration Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2015 - Present
J.P. Morgan April 2012 - April 2015
Brown Brothers Harriman June 2010 - January 2012
Skills
Corporate Finance, Data Analysis, Retirement Planning, Securities, Fixed Income, Alternative Investments, Equities, Research, Bloomberg Terminal, Accounts Payable, Accounts Receivable, Bonds, Derivatives, Microsoft Excel, Outlook, Microsoft Word, Mutual Funds, Finance, Bloomberg, Hedge Funds, Investments
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Archbishop Williams High School 2002 — 2006
Wellington Management April 2015 - Present
J.P. Morgan April 2012 - April 2015
Brown Brothers Harriman June 2010 - January 2012
Skills
Corporate Finance, Data Analysis, Retirement Planning, Securities, Fixed Income, Alternative Investments, Equities, Research, Bloomberg Terminal, Accounts Payable, Accounts Receivable, Bonds, Derivatives, Microsoft Excel, Outlook, Microsoft Word, Mutual Funds, Finance, Bloomberg, Hedge Funds, Investments
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Archbishop Williams High School 2002 — 2006
Martin Nally's Brown Brothers Harriman Experience August 2012 - March 2013
Job Compliance Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
State Street March 2013 - April 2015
Brown Brothers Harriman August 2012 - March 2013
John Thomas Financial May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Lexis, Bloomberg, Bloomberg Terminal, prime compliance suite, World Check, international..., Presentations, Training, Financial Reporting, Anti Money Laundering, Client Research, Bank Secrecy Act, USA PATRIOT Act, Social Media, Microsoft Word, Research, Cold Calling, PowerPoint, Outlook, Analysis, Customer Service, Foreign Exchange, Financial Analysis, Derivatives, Databases, Start-ups, Sales, Investments, Trading, OFAC, Economic Sanctions, Risk Management, Financial Risk
Education
Roger Williams University 2008 — 2012
Finance, Business
Universidad de Granada 2011 — 2011
Study Abroad Core Concentration, Spanish
Sun Life Financial June 2015 - Present
State Street March 2013 - April 2015
Brown Brothers Harriman August 2012 - March 2013
John Thomas Financial May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Lexis, Bloomberg, Bloomberg Terminal, prime compliance suite, World Check, international..., Presentations, Training, Financial Reporting, Anti Money Laundering, Client Research, Bank Secrecy Act, USA PATRIOT Act, Social Media, Microsoft Word, Research, Cold Calling, PowerPoint, Outlook, Analysis, Customer Service, Foreign Exchange, Financial Analysis, Derivatives, Databases, Start-ups, Sales, Investments, Trading, OFAC, Economic Sanctions, Risk Management, Financial Risk
Education
Roger Williams University 2008 — 2012
Finance, Business
Universidad de Granada 2011 — 2011
Study Abroad Core Concentration, Spanish
Richard Feldhan's Brown Brothers Harriman Experience March 2015 - Present
Job Financial Services: Information Risk Management
Industry Banking
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman April 2011 - Present
Brown Brothers Harriman May 2010 - April 2011
Staffing Alternatives June 2009 - September 2009
Atlanta Bread Company June 2009 - September 2009
ClinPhone Inc June 2007 - August 2007
Skills
Risk Management, Project Management, Microsoft Excel, Archer, Enterprise Risk..., Risk Analysis, Risk Assessment, COBIT, Presentations, Operational Risk, ITIL Service Strategy, ISO 31000, ISO 27002, Lotus Notes, COSO ERM, Windows 7, MS Project
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2015
Master of Business Administration (M.B.A.), Enterprise Risk Management
Ramapo College of New Jersey 2007 — 2011
B.S. Business Administration, Management, International Business
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman April 2011 - Present
Brown Brothers Harriman May 2010 - April 2011
Staffing Alternatives June 2009 - September 2009
Atlanta Bread Company June 2009 - September 2009
ClinPhone Inc June 2007 - August 2007
Skills
Risk Management, Project Management, Microsoft Excel, Archer, Enterprise Risk..., Risk Analysis, Risk Assessment, COBIT, Presentations, Operational Risk, ITIL Service Strategy, ISO 31000, ISO 27002, Lotus Notes, COSO ERM, Windows 7, MS Project
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2015
Master of Business Administration (M.B.A.), Enterprise Risk Management
Ramapo College of New Jersey 2007 — 2011
B.S. Business Administration, Management, International Business
Daniel Maloney Jr. Daniel Maloney Jr.'s Brown Brothers Harriman Experience March 2015 - September 2015
Job AML/Sanctions Analyst at Brown Brothers Harriman
Industry Law Practice
Experience
Brown Brothers Harriman March 2015 - September 2015
McKool Smith January 2015 - February 2015
Willkie Farr & Gallagher LLP September 2014 - December 2014
Quinn Emanuel July 2012 - August 2014
McElroy, Deutsch, Mulvaney & Carpenter, LLP August 2008 - July 2010
State of New Jersey September 2007 - August 2008
Stern & Kilcullen August 2006 - August 2007
Sprint August 2002 - July 2004
Matrix Wireless Communications January 2001 - August 2002
EOS Systems January 1999 - January 2001
Skills
Legal Research, Document Review, Legal Writing, Westlaw, Depositions, Microsoft Office, Toxic Tort, Relativity, Lexis, Smarsh, Fircosoft
Education
Seton Hall University School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Queens College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Brown Brothers Harriman March 2015 - September 2015
McKool Smith January 2015 - February 2015
Willkie Farr & Gallagher LLP September 2014 - December 2014
Quinn Emanuel July 2012 - August 2014
McElroy, Deutsch, Mulvaney & Carpenter, LLP August 2008 - July 2010
State of New Jersey September 2007 - August 2008
Stern & Kilcullen August 2006 - August 2007
Sprint August 2002 - July 2004
Matrix Wireless Communications January 2001 - August 2002
EOS Systems January 1999 - January 2001
Skills
Legal Research, Document Review, Legal Writing, Westlaw, Depositions, Microsoft Office, Toxic Tort, Relativity, Lexis, Smarsh, Fircosoft
Education
Seton Hall University School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Queens College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Jennifer Mattern's Brown Brothers Harriman Experience March 2012 - September 2012
Job Oyster Farmer at Merry Shellfish Farm
Industry Farming
Experience
Merry Shellfish Farm April 2014 - Present
Haddad's Ocean Cafe April 2002 - Present
The Investment Fund for Foundations September 2012 - September 2013
Brown Brothers Harriman March 2012 - September 2012
English at Work February 2011 - October 2011
Joe Jones' Sun and Ski Sports November 2010 - January 2011
Radford University January 2009 - May 2010
White Elephant Hotel Residences May 2009 - August 2009
Skills
Notary Public, Microsoft Excel, Spanish, Cpr Certified
Education
Radford University 2006 — 2010
Bachelor of Science, Communication
Marshfield High School 2002 — 2006
Diploma
Merry Shellfish Farm April 2014 - Present
Haddad's Ocean Cafe April 2002 - Present
The Investment Fund for Foundations September 2012 - September 2013
Brown Brothers Harriman March 2012 - September 2012
English at Work February 2011 - October 2011
Joe Jones' Sun and Ski Sports November 2010 - January 2011
Radford University January 2009 - May 2010
White Elephant Hotel Residences May 2009 - August 2009
Skills
Notary Public, Microsoft Excel, Spanish, Cpr Certified
Education
Radford University 2006 — 2010
Bachelor of Science, Communication
Marshfield High School 2002 — 2006
Diploma
Marissa Tuccelli's Brown Brothers Harriman Experience July 2011 - July 2013
Job Development Coordinator and Global Shaper
Industry Nonprofit Organization Management
Experience
World Economic Forum June 2015 - Present
Children's Friend May 2015 - Present
Hasbro August 2014 - January 2015
Social Enterprise Greenhouse August 2013 - August 2014
Brown Brothers Harriman July 2011 - July 2013
Social Venture Partners Rhode Island September 2010 - May 2011
Skills
Customer Service, Social Media, Social Entrepreneurship, Project Management, Community Outreach, Youth Programs, Corporate Social..., Marketing Communications, New Business Development, Relationship Management, Event Planning, Fundraising, Leadership, Microsoft Excel, Microsoft Office, Nonprofits, PowerPoint, Public Speaking
Education
Providence College 2007 — 2011
Bachelor of Arts (B.A.), Global Studies in Business & Economics
World Economic Forum June 2015 - Present
Children's Friend May 2015 - Present
Hasbro August 2014 - January 2015
Social Enterprise Greenhouse August 2013 - August 2014
Brown Brothers Harriman July 2011 - July 2013
Social Venture Partners Rhode Island September 2010 - May 2011
Skills
Customer Service, Social Media, Social Entrepreneurship, Project Management, Community Outreach, Youth Programs, Corporate Social..., Marketing Communications, New Business Development, Relationship Management, Event Planning, Fundraising, Leadership, Microsoft Excel, Microsoft Office, Nonprofits, PowerPoint, Public Speaking
Education
Providence College 2007 — 2011
Bachelor of Arts (B.A.), Global Studies in Business & Economics
Caroline Baldino Caroline Baldino's Brown Brothers Harriman Experience October 2013 - Present
Job Fund Accounting Officer at State Street Bank
Industry Financial Services
Experience
Brown Brothers Harriman October 2013 - Present
State Street Bank March 2010 - October 2013
State Street Bank May 2008 - March 2010
State Street Bank July 2007 - May 2008
Investors Bank & Trust June 2007 - July 2007
Investors Bank & Trust July 2006 - June 2007
Skills
Fund Accounting, Bloomberg, Account Reconciliation, Financial Analysis, Mutual Funds, Accounting, Equities, Corporate Actions, Fixed Income, Financial Accounting, Derivatives, Securities, Valuation, Bloomberg Terminal, Financial Statements, Fund Of Funds
Education
Providence College 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Brown Brothers Harriman October 2013 - Present
State Street Bank March 2010 - October 2013
State Street Bank May 2008 - March 2010
State Street Bank July 2007 - May 2008
Investors Bank & Trust June 2007 - July 2007
Investors Bank & Trust July 2006 - June 2007
Skills
Fund Accounting, Bloomberg, Account Reconciliation, Financial Analysis, Mutual Funds, Accounting, Equities, Corporate Actions, Fixed Income, Financial Accounting, Derivatives, Securities, Valuation, Bloomberg Terminal, Financial Statements, Fund Of Funds
Education
Providence College 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Edmund Hickey Edmund Hickey's Brown Brothers Harriman Experience March 2007 - March 2010
Job Reconciliation Analyst at State Street
Industry Financial Services
Experience
State Street June 2011 - Present
JP Morgan Chase October 2010 - December 2010
Brown Brothers Harriman March 2007 - March 2010
Pepsi Bottling Group November 2005 - November 2006
Merrill Lynch January 2004 - October 2005
Citizens Bank June 2000 - December 2003
State Street Global Advisors January 2000 - June 2000
Education
Harvard University Extension School 2000 — 2000
Accounting
Quinnipiac University 1995 — 2000
B.S, Economics
State Street June 2011 - Present
JP Morgan Chase October 2010 - December 2010
Brown Brothers Harriman March 2007 - March 2010
Pepsi Bottling Group November 2005 - November 2006
Merrill Lynch January 2004 - October 2005
Citizens Bank June 2000 - December 2003
State Street Global Advisors January 2000 - June 2000
Education
Harvard University Extension School 2000 — 2000
Accounting
Quinnipiac University 1995 — 2000
B.S, Economics
Gregory Syrek Gregory Syrek's Brown Brothers Harriman Experience October 2013 - Present
Job Financial Reporting Analyst at BBH
Industry Financial Services
Experience
Brown Brothers Harriman October 2013 - Present
Atlas Commodities, LLC June 2013 - July 2013
Mansfield Bank January 2013 - May 2013
South Coastal Bank June 2012 - August 2012
Skills
Bloomberg, Microsoft Word, Financial Analysis, Customer Service, Microsoft Office, Bloomberg Terminal, Research, Microsoft Excel, PowerPoint, Investments
Education
Stonehill College 2009 — 2013
Bachelor of Science (B.S.), Finance
Richmond, The American International University in London
Brown Brothers Harriman October 2013 - Present
Atlas Commodities, LLC June 2013 - July 2013
Mansfield Bank January 2013 - May 2013
South Coastal Bank June 2012 - August 2012
Skills
Bloomberg, Microsoft Word, Financial Analysis, Customer Service, Microsoft Office, Bloomberg Terminal, Research, Microsoft Excel, PowerPoint, Investments
Education
Stonehill College 2009 — 2013
Bachelor of Science (B.S.), Finance
Richmond, The American International University in London
Nick DeBaggis Nick DeBaggis's Brown Brothers Harriman Experience May 2007 - March 2008
Job Benefits Manager, Retirement Programs at Global Partners LP
Industry Human Resources
Experience
Global Partners LP April 2015 - Present
Partners HealthCare March 2013 - April 2015
Partners HealthCare June 2010 - March 2013
Partners HealthCare April 2008 - June 2010
Brown Brothers Harriman May 2007 - March 2008
Skills
Employee Benefits, PeopleSoft, Microsoft Excel, PowerPoint, Outlook, Benefits Administration, Pension Administration, Health Insurance, Human Resources, Deferred Compensation, Insurance, Customer Service, Leadership, Management, Access, Team Building, New Hire Orientations, Microsoft Office, Fixed Annuities, Defined Contribution, Defined Benefit, Retiree Medical, Non-discrimination..., Investment Committees
Education
Plymouth State University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Masconomet Regional High School 1999 — 2002
Global Partners LP April 2015 - Present
Partners HealthCare March 2013 - April 2015
Partners HealthCare June 2010 - March 2013
Partners HealthCare April 2008 - June 2010
Brown Brothers Harriman May 2007 - March 2008
Skills
Employee Benefits, PeopleSoft, Microsoft Excel, PowerPoint, Outlook, Benefits Administration, Pension Administration, Health Insurance, Human Resources, Deferred Compensation, Insurance, Customer Service, Leadership, Management, Access, Team Building, New Hire Orientations, Microsoft Office, Fixed Annuities, Defined Contribution, Defined Benefit, Retiree Medical, Non-discrimination..., Investment Committees
Education
Plymouth State University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Masconomet Regional High School 1999 — 2002
Gabrielle Laurenzo Gabrielle Laurenzo's Brown Brothers Harriman Experience September 2011 - November 2012
Job Talent Acquisition Specialist at Brown Brothers Harriman
Industry Staffing and Recruiting
Experience
Brown Brothers Harriman September 2011 - November 2012
Brown Brothers Harriman December 2010 - September 2011
The Forum Group August 2007 - November 2008
UBS Wealth Management 2005 - 2007
KinderCare 2004 - 2005
Skills
Recruiting, Talent Acquisition, Talent Management, Human Resources, Applicant Tracking..., Onboarding, Resume Writing, Employee Relations, Interviews
Education
Quinnipiac University 1998 — 2002
Bachelor of Arts, Psychology
Brown Brothers Harriman September 2011 - November 2012
Brown Brothers Harriman December 2010 - September 2011
The Forum Group August 2007 - November 2008
UBS Wealth Management 2005 - 2007
KinderCare 2004 - 2005
Skills
Recruiting, Talent Acquisition, Talent Management, Human Resources, Applicant Tracking..., Onboarding, Resume Writing, Employee Relations, Interviews
Education
Quinnipiac University 1998 — 2002
Bachelor of Arts, Psychology
Kristen Schneider Kristen Schneider's Brown Brothers Harriman Experience January 2011 - May 2013
Job Program Analyst at Federal Reserve Bank of Boston
Industry Staffing and Recruiting
Experience
Federal Reserve Bank of Boston March 2015 - Present
Federal Reserve Bank of Boston December 2014 - Present
Federal Reserve Bank of Boston May 2013 - Present
Brown Brothers Harriman January 2011 - May 2013
OfficeTeam August 2009 - December 2010
Yale University School of Medicine, Department of Psychiatry June 2007 - December 2008
Skills
Talent Acquisition, Strategy, CRM, Employee Benefits, Leadership, Temporary Placement, Interviews, Training, Entrepreneurship, Human Resources, Applicant Tracking..., Program Management, Employee Relations, Recruiting, Talent Management, Temporary Staffing, Technical Recruiting, Onboarding, Screening Resumes, Internet Recruiting, Resume Writing, College Recruiting, PeopleSoft
Education
Quinnipiac University 2005 — 2009
Bachelor of Arts, Psychology
West Morris Mendham High School 2001 — 2005
Federal Reserve Bank of Boston March 2015 - Present
Federal Reserve Bank of Boston December 2014 - Present
Federal Reserve Bank of Boston May 2013 - Present
Brown Brothers Harriman January 2011 - May 2013
OfficeTeam August 2009 - December 2010
Yale University School of Medicine, Department of Psychiatry June 2007 - December 2008
Skills
Talent Acquisition, Strategy, CRM, Employee Benefits, Leadership, Temporary Placement, Interviews, Training, Entrepreneurship, Human Resources, Applicant Tracking..., Program Management, Employee Relations, Recruiting, Talent Management, Temporary Staffing, Technical Recruiting, Onboarding, Screening Resumes, Internet Recruiting, Resume Writing, College Recruiting, PeopleSoft
Education
Quinnipiac University 2005 — 2009
Bachelor of Arts, Psychology
West Morris Mendham High School 2001 — 2005
Jeff Goff's Brown Brothers Harriman Experience April 2011 - July 2013
Job Assistant Director of Development at Blue School
Industry Education Management
Experience
Blue School August 2013 - Present
Brown Brothers Harriman April 2011 - July 2013
Brown Brothers Harriman June 2010 - April 2011
Brown Brothers Harriman April 2006 - June 2010
State Street August 2005 - April 2006
Skills
Fundraising, Non-profit..., Event Planning, Fundraising Campaign..., Non-profit Development, Non-profits..., Event Production, Client Service, Bloomberg, Corporate Actions, Reconciliation, Securities, DTC, Accounting, Account Reconciliation, Xcel, Management, Client Services, Global Custody, Financial Services
Education
Providence College 2001 — 2005
2005, Marketing
Blue School August 2013 - Present
Brown Brothers Harriman April 2011 - July 2013
Brown Brothers Harriman June 2010 - April 2011
Brown Brothers Harriman April 2006 - June 2010
State Street August 2005 - April 2006
Skills
Fundraising, Non-profit..., Event Planning, Fundraising Campaign..., Non-profit Development, Non-profits..., Event Production, Client Service, Bloomberg, Corporate Actions, Reconciliation, Securities, DTC, Accounting, Account Reconciliation, Xcel, Management, Client Services, Global Custody, Financial Services
Education
Providence College 2001 — 2005
2005, Marketing
Robert Troy's Brown Brothers Harriman Experience March 2014 - June 2014
Job Securities Lending Associate at eSecLending
Industry International Trade and Development
Experience
eSecLending June 2014 - August 2015
Brown Brothers Harriman March 2014 - June 2014
Fidelity Charitable August 2013 - January 2014
Center for Advanced Financial Education January 2013 - May 2013
Gabelli School of Business January 2009 - May 2013
Law Office of Bonnie C. Mangan May 2011 - September 2011
Manchester Parks and Recreation Department June 2005 - August 2009
Skills
Research, Analysis, Financial Analysis, Management, Microsoft Word, Microsoft Excel, PowerPoint, Teaching, Microsoft Office, Portfolio Performance..., Technical Analysis, Fundamental Analysis, Behavioral Analysis, Public Speaking
Education
Roger Williams University 2009 — 2013
Bachelor of Science, International Business, Finance, Italian
Manchester High School 2005 — 2009
Grenoble Graduate School of Business, GEM 2015 — 2017
MIB- Master in International Business
eSecLending June 2014 - August 2015
Brown Brothers Harriman March 2014 - June 2014
Fidelity Charitable August 2013 - January 2014
Center for Advanced Financial Education January 2013 - May 2013
Gabelli School of Business January 2009 - May 2013
Law Office of Bonnie C. Mangan May 2011 - September 2011
Manchester Parks and Recreation Department June 2005 - August 2009
Skills
Research, Analysis, Financial Analysis, Management, Microsoft Word, Microsoft Excel, PowerPoint, Teaching, Microsoft Office, Portfolio Performance..., Technical Analysis, Fundamental Analysis, Behavioral Analysis, Public Speaking
Education
Roger Williams University 2009 — 2013
Bachelor of Science, International Business, Finance, Italian
Manchester High School 2005 — 2009
Grenoble Graduate School of Business, GEM 2015 — 2017
MIB- Master in International Business
Jessica Feiden Jessica Feiden's Brown Brothers Harriman Experience June 2011 - Present
Job Graphic Designer at Brown Brothers Harriman
Industry Graphic Design
Experience
Brown Brothers Harriman June 2011 - Present
Jessica K. Feiden Designs June 2010 - Present
Konica Minolta Business Solutions U.S.A., Inc. September 2010 - March 2011
The Leukemia & Lymphoma Society October 2008 - January 2011
Mehigan Bellone & Associates January 2009 - May 2009
Schenectady Boys and Girls Club January 2009 - May 2009
Rensselaer Polytechnic Institute May 2008 - August 2008
Skills
Illustrator, InDesign, Microsoft Office, Photoshop, Logo Design, Dreamweaver, Graphic Design, Advertising, Stationery, Flash, Newsletters, Adobe Creative Suite, Social Media, Photography, Adobe Acrobat, PowerPoint, Mac OS X, Typography
Education
Rensselaer Polytechnic Institute 2006 — 2010
Bachelors of Science, Electronic Media, Art and Communication
John Cabot University 2009 — 2009
San Gemini Preservation Studies; Summer 2009 Study Abroad Program
Catholic Central High School 2002 — 2006
Brown Brothers Harriman June 2011 - Present
Jessica K. Feiden Designs June 2010 - Present
Konica Minolta Business Solutions U.S.A., Inc. September 2010 - March 2011
The Leukemia & Lymphoma Society October 2008 - January 2011
Mehigan Bellone & Associates January 2009 - May 2009
Schenectady Boys and Girls Club January 2009 - May 2009
Rensselaer Polytechnic Institute May 2008 - August 2008
Skills
Illustrator, InDesign, Microsoft Office, Photoshop, Logo Design, Dreamweaver, Graphic Design, Advertising, Stationery, Flash, Newsletters, Adobe Creative Suite, Social Media, Photography, Adobe Acrobat, PowerPoint, Mac OS X, Typography
Education
Rensselaer Polytechnic Institute 2006 — 2010
Bachelors of Science, Electronic Media, Art and Communication
John Cabot University 2009 — 2009
San Gemini Preservation Studies; Summer 2009 Study Abroad Program
Catholic Central High School 2002 — 2006
Suryashri Uthaman's Brown Brothers Harriman Experience December 2007 - June 2008
Job Senior Software Engineer
Industry Information Technology and Services
Experience
Intuit October 2014 - Present
Bank of America April 2011 - December 2013
CitizenHawk October 2008 - March 2010
Brown Brothers Harriman December 2007 - June 2008
Option One Mortgage September 2005 - December 2007
First American Title December 2004 - September 2005
Skills
Java, SOA, SDLC, Spring, Web Applications, Java Enterprise Edition, Software Project..., Spring Framework, Agile Methodologies, Enterprise Architecture
Education
Pondicherry University 1997 — 2001
Intuit October 2014 - Present
Bank of America April 2011 - December 2013
CitizenHawk October 2008 - March 2010
Brown Brothers Harriman December 2007 - June 2008
Option One Mortgage September 2005 - December 2007
First American Title December 2004 - September 2005
Skills
Java, SOA, SDLC, Spring, Web Applications, Java Enterprise Edition, Software Project..., Spring Framework, Agile Methodologies, Enterprise Architecture
Education
Pondicherry University 1997 — 2001
Julie Rousseau's Brown Brothers Harriman Experience 2002 - 2005
Job Private Client Group at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC June 2008 - Present
Shepherd Kaplan LLC June 2005 - November 2009
Brown Brothers Harriman 2002 - 2005
Education
Providence College 1998 — 2002
St. Paul 1994 — 1998
Shepherd Kaplan LLC June 2008 - Present
Shepherd Kaplan LLC June 2005 - November 2009
Brown Brothers Harriman 2002 - 2005
Education
Providence College 1998 — 2002
St. Paul 1994 — 1998
Orlando Blizzard's Brown Brothers Harriman Experience April 2011 - September 2011
Job RADD Programmer at JPMorgan Chase
Industry Computer Software
Experience
Verizon Wireless March 2014 - Present
JPMorgan Chase November 2012 - December 2013
TEKsystems 2006 - 2013
TEKsystems 2006 - 2013
TEKsystems 2006 - 2013
ThompsonReuters February 2012 - October 2012
EmblemHealth October 2011 - February 2012
Brown Brothers Harriman April 2011 - September 2011
Merck February 2010 - March 2011
Pfizer December 2008 - December 2009
Skills
SharePoint, SDLC, Software Documentation, Microsoft SQL Server, SQL, Oracle, Requirements Analysis, Databases, Access, Data Analysis, Visual Basic, VBA, Requirements Gathering, Testing, VB.NET
Education
Radford University 1981 — 1989
B.S., Physical Science, Computer Science
Radford/Virginia Tech 1981 — 1989
Masters, Physics
Verizon Wireless March 2014 - Present
JPMorgan Chase November 2012 - December 2013
TEKsystems 2006 - 2013
TEKsystems 2006 - 2013
TEKsystems 2006 - 2013
ThompsonReuters February 2012 - October 2012
EmblemHealth October 2011 - February 2012
Brown Brothers Harriman April 2011 - September 2011
Merck February 2010 - March 2011
Pfizer December 2008 - December 2009
Skills
SharePoint, SDLC, Software Documentation, Microsoft SQL Server, SQL, Oracle, Requirements Analysis, Databases, Access, Data Analysis, Visual Basic, VBA, Requirements Gathering, Testing, VB.NET
Education
Radford University 1981 — 1989
B.S., Physical Science, Computer Science
Radford/Virginia Tech 1981 — 1989
Masters, Physics
Molly Cook's Brown Brothers Harriman Experience August 2004 - July 2007
Job Account Administrator at Boston Investor Services
Industry Leisure, Travel & Tourism
Experience
Boston Investor Services June 2008 - Present
Morgenthaler January 2008 - June 2008
Holcim US July 2007 - January 2008
Brown Brothers Harriman August 2004 - July 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Social Media, Event Planning, Team Leadership, Account Management, Account Reconciliation, Outlook
Education
Saint Michael's College 2000 — 2004
Richmond, The American International University in London 2003 — 2003
Boston Investor Services June 2008 - Present
Morgenthaler January 2008 - June 2008
Holcim US July 2007 - January 2008
Brown Brothers Harriman August 2004 - July 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Social Media, Event Planning, Team Leadership, Account Management, Account Reconciliation, Outlook
Education
Saint Michael's College 2000 — 2004
Richmond, The American International University in London 2003 — 2003
Paul Diamond's Brown Brothers Harriman Experience June 2010 - December 2011
Job Solutions Architect at The Markley Group
Industry Information Technology and Services
Experience
The Markley Group May 2013 - Present
Brown Brothers Harriman June 2010 - December 2011
Brown Brothers Harriman April 2009 - December 2011
BBH December 1996 - June 2010
Skills
Vendor Management, SDLC, Datacenter..., VoIP, Business Continuity, Telecommunications, Infiniband, 10G Ethernet, Analytics, Market Data, Sybase, Financial Services, Business Analysis, CRM, Program Management, Risk Management, Disaster Recovery, Data Center, Requirements Analysis, Process Improvement, Business Intelligence, Integration, Enterprise Architecture, Project Portfolio..., IT Management, Infrastructure, Managed Services, Network Security, Outsourcing, IT Strategy, Cloud Computing, PMP, SaaS, Professional Services
Education
Quincy College 1981 — 1983
The Markley Group May 2013 - Present
Brown Brothers Harriman June 2010 - December 2011
Brown Brothers Harriman April 2009 - December 2011
BBH December 1996 - June 2010
Skills
Vendor Management, SDLC, Datacenter..., VoIP, Business Continuity, Telecommunications, Infiniband, 10G Ethernet, Analytics, Market Data, Sybase, Financial Services, Business Analysis, CRM, Program Management, Risk Management, Disaster Recovery, Data Center, Requirements Analysis, Process Improvement, Business Intelligence, Integration, Enterprise Architecture, Project Portfolio..., IT Management, Infrastructure, Managed Services, Network Security, Outsourcing, IT Strategy, Cloud Computing, PMP, SaaS, Professional Services
Education
Quincy College 1981 — 1983
Regan O'Malley's Brown Brothers Harriman Experience June 2011 - December 2013
Job Director Asset Management Compliance
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Brown Brothers Harriman June 2011 - December 2013
Brown Brothers Harriman & Co. August 2008 - June 2011
Brown Brothers Harriman June 2006 - August 2008
Skills
Risk Management, Relationship Management, Client Services, Project Management, Management, Finance, Microsoft Excel, Marketing, Microsoft Office
Education
Providence College 1996 — 2000
Bachelor of Science (BS)
Fidelity Investments January 2014 - Present
Brown Brothers Harriman June 2011 - December 2013
Brown Brothers Harriman & Co. August 2008 - June 2011
Brown Brothers Harriman June 2006 - August 2008
Skills
Risk Management, Relationship Management, Client Services, Project Management, Management, Finance, Microsoft Excel, Marketing, Microsoft Office
Education
Providence College 1996 — 2000
Bachelor of Science (BS)
Amy Pepper's Brown Brothers Harriman Experience September 2012 - Present
Job Senior Systems Associate at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman September 2012 - Present
Brown Brothers Harriman September 2010 - September 2012
Brown Brothers Harriman September 2010 - December 2010
OppenheimerFunds September 2006 - September 2010
OppenheimerFunds January 1998 - September 2006
OppenheimerFunds January 1996 - January 1998
Education
Regis University 2003 — 2006
Masters, IT
University of Colorado at Boulder 1992 — 1995
Finance
University of Hartford 1990 — 1992
Finance
Brown Brothers Harriman September 2012 - Present
Brown Brothers Harriman September 2010 - September 2012
Brown Brothers Harriman September 2010 - December 2010
OppenheimerFunds September 2006 - September 2010
OppenheimerFunds January 1998 - September 2006
OppenheimerFunds January 1996 - January 1998
Education
Regis University 2003 — 2006
Masters, IT
University of Colorado at Boulder 1992 — 1995
Finance
University of Hartford 1990 — 1992
Finance
Wesley Wright's Brown Brothers Harriman Experience July 1990 - May 1994
Job SVP and General Manager, Enterprise Growth at American Express
Industry Financial Services
Experience
American Express February 2012 - Present
American Express November 2010 - February 2012
American Express December 2007 - October 2010
American Express April 2006 - November 2007
American Express September 2005 - March 2006
American Express April 2003 - August 2005
American Express June 2001 - March 2003
Tradeout September 1999 - May 2001
McKinsey & Company September 1996 - September 1999
Brown Brothers Harriman July 1990 - May 1994
Skills
Strategic Partnerships, Business Development, Management, Strategy, Strategic Planning, Business Strategy, Leadership, Financial Services, Analytics, Product Management, Competitive Analysis, Customer Experience, Payments, Risk Management, Digital Marketing, Credit Cards, Executive Management, Direct Marketing, Consulting, Product Development, Process Improvement, New Business Development, Relationship Management, Financial Analysis, Mergers & Acquisitions, Marketing, Segmentation, Loyalty Marketing, Start-ups, CRM, Banking, Mobile Payments, Portfolio Management, Credit, Cross-functional Team..., B2B, Marketing Strategy, Management Consulting, Financial Modeling, P&L Management
Education
University of Virginia 1994 — 1996
MBA, Business Administration
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA, Business Administration and Management, General
Princeton University 1986 — 1990
AB, Classics
St. Christopher's 1973 — 1986
American Express February 2012 - Present
American Express November 2010 - February 2012
American Express December 2007 - October 2010
American Express April 2006 - November 2007
American Express September 2005 - March 2006
American Express April 2003 - August 2005
American Express June 2001 - March 2003
Tradeout September 1999 - May 2001
McKinsey & Company September 1996 - September 1999
Brown Brothers Harriman July 1990 - May 1994
Skills
Strategic Partnerships, Business Development, Management, Strategy, Strategic Planning, Business Strategy, Leadership, Financial Services, Analytics, Product Management, Competitive Analysis, Customer Experience, Payments, Risk Management, Digital Marketing, Credit Cards, Executive Management, Direct Marketing, Consulting, Product Development, Process Improvement, New Business Development, Relationship Management, Financial Analysis, Mergers & Acquisitions, Marketing, Segmentation, Loyalty Marketing, Start-ups, CRM, Banking, Mobile Payments, Portfolio Management, Credit, Cross-functional Team..., B2B, Marketing Strategy, Management Consulting, Financial Modeling, P&L Management
Education
University of Virginia 1994 — 1996
MBA, Business Administration
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA, Business Administration and Management, General
Princeton University 1986 — 1990
AB, Classics
St. Christopher's 1973 — 1986
Luke McCabe's Brown Brothers Harriman Experience June 2001 - November 2004
Job Senior Financial Services Executive
Industry Financial Services
Experience
SunGard January 2015 - Present
SunGard October 2013 - December 2014
State Street April 2011 - February 2013
eSecLending January 2009 - May 2011
eSecLending November 2004 - January 2009
Brown Brothers Harriman June 2001 - November 2004
State Street June 1998 - June 2001
State Street November 1996 - June 1998
State Street September 1993 - October 1996
Skills
Fixed Income, Securities Lending, Global Client Management, Relationship Management, New Business Development, Financial Services, Collateral Management, Global Custody, Prime Brokerage, Emerging Markets, Mutual Funds, Risk Management, Securities, Investment Management, Investments, Asset Management, Trading, Banking, Financial Risk, Private Equity, Hedge Funds, Strategy, Alternative Investments
Education
Providence College 1987 — 1991
Bachelor of Science (B.S.), Finance
Richmond, The American International University in London
SunGard January 2015 - Present
SunGard October 2013 - December 2014
State Street April 2011 - February 2013
eSecLending January 2009 - May 2011
eSecLending November 2004 - January 2009
Brown Brothers Harriman June 2001 - November 2004
State Street June 1998 - June 2001
State Street November 1996 - June 1998
State Street September 1993 - October 1996
Skills
Fixed Income, Securities Lending, Global Client Management, Relationship Management, New Business Development, Financial Services, Collateral Management, Global Custody, Prime Brokerage, Emerging Markets, Mutual Funds, Risk Management, Securities, Investment Management, Investments, Asset Management, Trading, Banking, Financial Risk, Private Equity, Hedge Funds, Strategy, Alternative Investments
Education
Providence College 1987 — 1991
Bachelor of Science (B.S.), Finance
Richmond, The American International University in London
Colin MacDonald's Brown Brothers Harriman Experience August 2011 - May 2014
Job MBA in Finance and Accounting
Industry Accounting
Experience
Blue Cod Technologies, Inc. October 2014 - Present
Brown Brothers Harriman August 2011 - May 2014
Brown Brothers Harriman August 2007 - August 2011
Skills
Equities, Financial Analysis, Fixed Income, Securities, Calming, Hedge Funds, Open Minded, Financial Services, Alternative Investments, Bloomberg Terminal, Derivatives, Financial Modeling, Fund Accounting, Accounting
Education
Southern New Hampshire University 2010 — 2013
Master's Degree, Accounting and Finance
Quinnipiac University - School of Business 1998 — 2002
Bachelor of Science (BS), Marketing
Blue Cod Technologies, Inc. October 2014 - Present
Brown Brothers Harriman August 2011 - May 2014
Brown Brothers Harriman August 2007 - August 2011
Skills
Equities, Financial Analysis, Fixed Income, Securities, Calming, Hedge Funds, Open Minded, Financial Services, Alternative Investments, Bloomberg Terminal, Derivatives, Financial Modeling, Fund Accounting, Accounting
Education
Southern New Hampshire University 2010 — 2013
Master's Degree, Accounting and Finance
Quinnipiac University - School of Business 1998 — 2002
Bachelor of Science (BS), Marketing
Robert Thormann's Brown Brothers Harriman Experience October 2007 - Present
Job Sr Systems Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2007 - Present
Hyperion Brookfield Asset Management 2006 - 2007
Northern Trust Global Investments January 2005 - July 2006
Penn Mutual June 2003 - December 2005
Locus Telecommunications March 2001 - May 2003
Skills
Equities, Mutual Funds, Project Management, Finance, Microsoft Office, Risk Management, Cognos, Hyperion Performance..., PAM for Securities, Bloomberg Terminal, VBA, Microsoft Excel, JavaScript, Asset Management, Securities, Portfolio Management
Education
Ramapo College of New Jersey 1999 — 2003
Management Information Systems and Services
Ramapo College of New Jersey 1999 — 2003
Bachelor's degree, Management Information Systems, General
Brown Brothers Harriman October 2007 - Present
Hyperion Brookfield Asset Management 2006 - 2007
Northern Trust Global Investments January 2005 - July 2006
Penn Mutual June 2003 - December 2005
Locus Telecommunications March 2001 - May 2003
Skills
Equities, Mutual Funds, Project Management, Finance, Microsoft Office, Risk Management, Cognos, Hyperion Performance..., PAM for Securities, Bloomberg Terminal, VBA, Microsoft Excel, JavaScript, Asset Management, Securities, Portfolio Management
Education
Ramapo College of New Jersey 1999 — 2003
Management Information Systems and Services
Ramapo College of New Jersey 1999 — 2003
Bachelor's degree, Management Information Systems, General
Jackie McCormick's Brown Brothers Harriman Experience November 2007 - Present
Job Administrative Assistant II at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman November 2007 - Present
Brown Brothers Harriman September 2006 - November 2007
Education
Providence College 2002 — 2006
Brown Brothers Harriman November 2007 - Present
Brown Brothers Harriman September 2006 - November 2007
Education
Providence College 2002 — 2006
Meghan Collette's Brown Brothers Harriman Experience September 2011 - August 2014
Job Senior Business Analyst at Strategic Solutions Group
Industry Information Technology and Services
Experience
Strategic Solutions Group August 2014 - Present
Brown Brothers Harriman September 2011 - August 2014
Fidelity Investments March 2007 - September 2011
Keane, Inc. April 2007 - July 2008
Eliassen 2006 - 2007
Isarla Inc. May 2003 - December 2006
Skills
Agile Methodologies, Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Vendor Management
Education
Roger Williams University 1999 — 2003
BS, Anthropology / Sociology
Strategic Solutions Group August 2014 - Present
Brown Brothers Harriman September 2011 - August 2014
Fidelity Investments March 2007 - September 2011
Keane, Inc. April 2007 - July 2008
Eliassen 2006 - 2007
Isarla Inc. May 2003 - December 2006
Skills
Agile Methodologies, Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Vendor Management
Education
Roger Williams University 1999 — 2003
BS, Anthropology / Sociology
Amy Corrigan's Brown Brothers Harriman Experience March 1994 - November 1999
Job Accountant at Constitution Marina
Industry Accounting
Experience
Constitution Marina July 2015 - Present
Merrimack Valley YMCA February 2013 - June 2015
Corrigan Law Offices, PC September 2008 - February 2013
Putnam Investments February 2001 - September 2002
Brown Brothers Harriman March 1994 - November 1999
Education
Providence College 1986 — 1990
B.S., Business Administration
Constitution Marina July 2015 - Present
Merrimack Valley YMCA February 2013 - June 2015
Corrigan Law Offices, PC September 2008 - February 2013
Putnam Investments February 2001 - September 2002
Brown Brothers Harriman March 1994 - November 1999
Education
Providence College 1986 — 1990
B.S., Business Administration
Vadim Mezrin's Brown Brothers Harriman Experience April 2008 - July 2010
Job Structured Securities Professional
Industry Financial Services
Experience
AIG September 2010 - Present
Brown Brothers Harriman April 2008 - July 2010
Fitch Ratings May 2005 - April 2008
Skills
Fixed Income, Bloomberg, Financial Modeling, Derivatives, Portfolio Management, Capital Markets, Valuation, Credit Risk, Market Risk, Financial Risk, Hedge Funds, Financial Analysis, MBS, Bonds, Risk Management, Structured Finance, Asset Managment
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
Ph.D., Finance
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2005
MBA, Finance
Syracuse University 1999 — 2002
MS, Finance, Mathematics
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1998
BS, Mathematics/Statistics/Economics/Computer Science
AIG September 2010 - Present
Brown Brothers Harriman April 2008 - July 2010
Fitch Ratings May 2005 - April 2008
Skills
Fixed Income, Bloomberg, Financial Modeling, Derivatives, Portfolio Management, Capital Markets, Valuation, Credit Risk, Market Risk, Financial Risk, Hedge Funds, Financial Analysis, MBS, Bonds, Risk Management, Structured Finance, Asset Managment
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
Ph.D., Finance
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2005
MBA, Finance
Syracuse University 1999 — 2002
MS, Finance, Mathematics
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1998
BS, Mathematics/Statistics/Economics/Computer Science
Kristie Silva's Brown Brothers Harriman Experience March 2010 - Present
Job Accountant at Citi Group
Industry Financial Services
Experience
Brown Brothers Harriman March 2010 - Present
Citi Group March 2008 - October 2010
Fidelity Investments August 2007 - February 2008
Investors Bank & Trust March 2005 - July 2007
Education
Rhode Island College 2000 — 2004
B.A & B.S, Economics & Finance
Brown Brothers Harriman March 2010 - Present
Citi Group March 2008 - October 2010
Fidelity Investments August 2007 - February 2008
Investors Bank & Trust March 2005 - July 2007
Education
Rhode Island College 2000 — 2004
B.A & B.S, Economics & Finance
Myles Zyblock's Brown Brothers Harriman Experience 1999 - 2003
Job Chief Investment Strategist at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds May 2013 - Present
RBC Capital Markets March 2003 - March 2013
Brown Brothers Harriman 1999 - 2003
BCA Research 1994 - 1999
Skills
Equities, Macroeconomics, Investment Strategies, Economics, Equity Research, Hedge Funds, Fixed Income, Financial Markets, Asset Allocation, Capital Markets, Alternative Investments, Asset Management, Bonds, Commodity, ETFs, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Trading, Equity Valuation, FX Options, Financial Analysis, Financial Modeling, Global Macro, Investment Advisory, Investment Banking, Investment Management, Investments, Mutual Funds, Options, Portfolio Management, Private Equity, Quantitative Analytics, Quantitative Finance, Securities, Series 63, Series 7, Strategy, Structured Products, Trading, Trading Strategies, Valuation, Wealth Management
Education
Queen's University 1990 — 1993
Ph.D. (A.B.D.), Economics
University of Manitoba 1986 — 1990
B.A. (hons.), Economics
Dynamic Funds May 2013 - Present
RBC Capital Markets March 2003 - March 2013
Brown Brothers Harriman 1999 - 2003
BCA Research 1994 - 1999
Skills
Equities, Macroeconomics, Investment Strategies, Economics, Equity Research, Hedge Funds, Fixed Income, Financial Markets, Asset Allocation, Capital Markets, Alternative Investments, Asset Management, Bonds, Commodity, ETFs, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Trading, Equity Valuation, FX Options, Financial Analysis, Financial Modeling, Global Macro, Investment Advisory, Investment Banking, Investment Management, Investments, Mutual Funds, Options, Portfolio Management, Private Equity, Quantitative Analytics, Quantitative Finance, Securities, Series 63, Series 7, Strategy, Structured Products, Trading, Trading Strategies, Valuation, Wealth Management
Education
Queen's University 1990 — 1993
Ph.D. (A.B.D.), Economics
University of Manitoba 1986 — 1990
B.A. (hons.), Economics
Kate Fuller's Brown Brothers Harriman Experience 2012 - Present
Job Fixed Income Trader at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2012 - Present
Brown Brothers Harriman 2008 - 2012
Brown Brothers Harriman 2005 - 2008
Skills
Securities, Bloomberg, Fixed Income
Education
Providence College
MA, BA, History, Business Studies
Brown Brothers Harriman 2012 - Present
Brown Brothers Harriman 2008 - 2012
Brown Brothers Harriman 2005 - 2008
Skills
Securities, Bloomberg, Fixed Income
Education
Providence College
MA, BA, History, Business Studies
Scott Goranson's Brown Brothers Harriman Experience May 2008 - Present
Job Associate Team Leader of Financial Reporting at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman May 2008 - Present
Natixis Global Associates April 2005 - May 2008
State Street September 2000 - April 2005
Skills
Audit Coordination, Financial Reporting, Expense Budgeting, Regulatory Filings, Project Coordination, Derivatives, Valuation, Mutual Funds, Internal Controls, SEC reporting, Accounting, Fund Conversions, Risk Management, Client Communication, Hedge Funds, Tax, Financial Services, Budgets, SEC filings, Finance, Auditing, Bloomberg, SEC Filings
Education
Roanoke College 1990 — 1994
Bachelor of Arts, History
Brown Brothers Harriman May 2008 - Present
Natixis Global Associates April 2005 - May 2008
State Street September 2000 - April 2005
Skills
Audit Coordination, Financial Reporting, Expense Budgeting, Regulatory Filings, Project Coordination, Derivatives, Valuation, Mutual Funds, Internal Controls, SEC reporting, Accounting, Fund Conversions, Risk Management, Client Communication, Hedge Funds, Tax, Financial Services, Budgets, SEC filings, Finance, Auditing, Bloomberg, SEC Filings
Education
Roanoke College 1990 — 1994
Bachelor of Arts, History
Edward Duggan's Brown Brothers Harriman Experience December 2011 - Present
Job Global ETF's
Industry Financial Services
Experience
Brown Brothers Harriman December 2011 - Present
Brown Brothers Harriman December 2011 - August 2012
State Street Bank January 2011 - December 2011
State Street January 2006 - January 2011
Skills
Finance
Education
Providence College 1999 — 2003
BS, Business
Brown Brothers Harriman December 2011 - Present
Brown Brothers Harriman December 2011 - August 2012
State Street Bank January 2011 - December 2011
State Street January 2006 - January 2011
Skills
Finance
Education
Providence College 1999 — 2003
BS, Business
Charles Gaeta's Brown Brothers Harriman Experience June 2007 - Present
Job Specilist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2007 - Present
Education
Providence College 2003 — 2007
BA, English
Brown Brothers Harriman June 2007 - Present
Education
Providence College 2003 — 2007
BA, English
Gabriela Manta Baroumis's Brown Brothers Harriman Experience April 1996 - May 1999
Job Associate at Mitsubishi UFJ Securities
Industry Investment Banking
Experience
Mitsubishi UFJ Securities August 2002 - April 2009
Gruntal & Co. December 1999 - November 2001
Deutsche Bank May 1999 - December 1999
Brown Brothers Harriman April 1996 - May 1999
Skills
Fixed Income, Capital Markets, Derivatives, Investment Banking, Equities, Hedge Funds, Bloomberg, Credit Derivatives, Swaps, Structured Products, Equity Research
Education
Queens College
Finance
Mitsubishi UFJ Securities August 2002 - April 2009
Gruntal & Co. December 1999 - November 2001
Deutsche Bank May 1999 - December 1999
Brown Brothers Harriman April 1996 - May 1999
Skills
Fixed Income, Capital Markets, Derivatives, Investment Banking, Equities, Hedge Funds, Bloomberg, Credit Derivatives, Swaps, Structured Products, Equity Research
Education
Queens College
Finance
Sheetal Talsania's Brown Brothers Harriman Experience November 2009 - July 2014
Job Client Services Associate at TriNet Ambrose
Industry Financial Services
Experience
TriNet August 2014 - Present
Brown Brothers Harriman November 2009 - July 2014
Brown Brothers Harriman January 2009 - November 2009
Brown Brothers Harriman January 2007 - January 2009
Bank of America January 2005 - December 2006
Skills
Banking, Analysis, Financial Services, Account Reconciliation, Financial Risk, Sales, Risk Management, Data Analysis, Cross-functional Team..., Corporate Actions, Securities, Customer Service, Business Analysis, Problem Solving, Bank Reconciliation, Outlook, Benefits Administration, Onboarding, Employee Benefits, Payroll, New Hire Orientations, Human Resources, Public Speaking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor of Science (B.S.), Finance, General
TriNet August 2014 - Present
Brown Brothers Harriman November 2009 - July 2014
Brown Brothers Harriman January 2009 - November 2009
Brown Brothers Harriman January 2007 - January 2009
Bank of America January 2005 - December 2006
Skills
Banking, Analysis, Financial Services, Account Reconciliation, Financial Risk, Sales, Risk Management, Data Analysis, Cross-functional Team..., Corporate Actions, Securities, Customer Service, Business Analysis, Problem Solving, Bank Reconciliation, Outlook, Benefits Administration, Onboarding, Employee Benefits, Payroll, New Hire Orientations, Human Resources, Public Speaking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Robert Levinson's Brown Brothers Harriman Experience March 2012 - Present
Job Vice President at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman March 2012 - Present
Barclays Capital September 2008 - March 2012
Lehman Brothers February 2005 - September 2008
Sony Electronics 1993 - 2005
Sony Electronics October 1999 - January 2002
Skills
Java, SQL Server, Informatica, JavaScript, Unix Shell Scripting, Microsoft SQL Server, Requirements Analysis, Unix, IT Management, Databases, Oracle, Business Intelligence, Visio, SDLC, Business Analysis, Security, Software Project..., Enterprise Architecture, Integration, Management, Vendor Management, Disaster Recovery, Data Warehousing, Requirements Gathering, Sybase, IT Strategy, Agile Methodologies, SOA, Agile Project Management, Solution Architecture, ITIL, Project Management, Risk Management, Program Management, Financial Services, Process Improvement
Education
Ramapo College of New Jersey 1989 — 1993
BS, Computer Science
Brown Brothers Harriman March 2012 - Present
Barclays Capital September 2008 - March 2012
Lehman Brothers February 2005 - September 2008
Sony Electronics 1993 - 2005
Sony Electronics October 1999 - January 2002
Skills
Java, SQL Server, Informatica, JavaScript, Unix Shell Scripting, Microsoft SQL Server, Requirements Analysis, Unix, IT Management, Databases, Oracle, Business Intelligence, Visio, SDLC, Business Analysis, Security, Software Project..., Enterprise Architecture, Integration, Management, Vendor Management, Disaster Recovery, Data Warehousing, Requirements Gathering, Sybase, IT Strategy, Agile Methodologies, SOA, Agile Project Management, Solution Architecture, ITIL, Project Management, Risk Management, Program Management, Financial Services, Process Improvement
Education
Ramapo College of New Jersey 1989 — 1993
BS, Computer Science
Christine Bodge's Brown Brothers Harriman Experience September 2000 - October 2005
Job Operations Intermediate Specialist at BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA
Industry Financial Services
Experience
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA September 2013 - Present
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA March 2010 - September 2013
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA October 2005 - March 2010
NH Motor Speedway 1993 - 2009
Brown Brothers Harriman September 2000 - October 2005
State Street October 1999 - September 2000
Skills
Leadership, Applicant Tracking..., Bloomberg, Fixed Income, Talent Acquisition, Financial Analysis, Microsoft Excel, Securities Lending, Financial Modeling, Customer Service, SWIFT payments, FX Options, Sourcing, Strategic Financial..., Finance, Hyperion Reports, Oracle, Derivatives, Access Database, IT Asset Management, Mutual Funds
Education
Southern New Hampshire University 2010 — 2011
Certificate, Finance
Southern New Hampshire University 2004 — 2008
MBA, Business Administration
Plymouth State University 1997 — 1999
BS, Business Administration
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA September 2013 - Present
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA March 2010 - September 2013
BROWN BROTHERS HARRIMAN & COMPANY, Boston, MA October 2005 - March 2010
NH Motor Speedway 1993 - 2009
Brown Brothers Harriman September 2000 - October 2005
State Street October 1999 - September 2000
Skills
Leadership, Applicant Tracking..., Bloomberg, Fixed Income, Talent Acquisition, Financial Analysis, Microsoft Excel, Securities Lending, Financial Modeling, Customer Service, SWIFT payments, FX Options, Sourcing, Strategic Financial..., Finance, Hyperion Reports, Oracle, Derivatives, Access Database, IT Asset Management, Mutual Funds
Education
Southern New Hampshire University 2010 — 2011
Certificate, Finance
Southern New Hampshire University 2004 — 2008
MBA, Business Administration
Plymouth State University 1997 — 1999
BS, Business Administration
Charman Hayes's Brown Brothers Harriman Experience September 2014 - Present
Job Vice President HR at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman September 2014 - Present
Morgan Stanley Smith Barney August 2010 - August 2014
Barclays Wealth December 2008 - August 2010
Lehman Brothers 2006 - 2008
JPMorgan Chase September 2001 - July 2006
Skills
Performance Management, Onboarding, Talent Management, Employee Relations, Management, Leadership, Employee Engagement, Change Management, Personnel Management, Talent Acquisition
Education
Columbia University 2000 — 2002
MSSW
Rosemont College 1996 — 2000
BA, Sociology
Brown Brothers Harriman September 2014 - Present
Morgan Stanley Smith Barney August 2010 - August 2014
Barclays Wealth December 2008 - August 2010
Lehman Brothers 2006 - 2008
JPMorgan Chase September 2001 - July 2006
Skills
Performance Management, Onboarding, Talent Management, Employee Relations, Management, Leadership, Employee Engagement, Change Management, Personnel Management, Talent Acquisition
Education
Columbia University 2000 — 2002
MSSW
Rosemont College 1996 — 2000
BA, Sociology
Bradford Lebeau's Brown Brothers Harriman Experience October 2012 - June 2014
Job Business Analyst & Project Manager
Industry Financial Services
Experience
HarbourVest Partners May 2014 - Present
Brown Brothers Harriman October 2012 - June 2014
Brown Brothers Harriman April 2008 - October 2012
State Street Bank 2007 - 2008
Putnam Investments August 2006 - December 2006
MEDITECH May 2005 - August 2005
MEDITECH May 2004 - August 2004
Skills
Corporate Actions, Global Custody, Bloomberg, Mutual Funds, Securities, Fixed Income, Equities, Series 7, DTC, Fund Accounting, Investments, Settlement, Middle Office, Fund Administration, Securities Lending, Bloomberg Terminal, SWIFT payments, Back Office, SWIFT messaging, Trading Systems, Financial Services, Business Analysis, Operational Risk..., Business Requirements, Foreign Exchange, Technical Analysis, Financial Markets, Analysis, Business Development, Management
Education
Southern Connecticut State University 2003 — 2006
Bachelor's Degree, Business Management
Quinnipiac University 2001 — 2003
Business Management
HarbourVest Partners May 2014 - Present
Brown Brothers Harriman October 2012 - June 2014
Brown Brothers Harriman April 2008 - October 2012
State Street Bank 2007 - 2008
Putnam Investments August 2006 - December 2006
MEDITECH May 2005 - August 2005
MEDITECH May 2004 - August 2004
Skills
Corporate Actions, Global Custody, Bloomberg, Mutual Funds, Securities, Fixed Income, Equities, Series 7, DTC, Fund Accounting, Investments, Settlement, Middle Office, Fund Administration, Securities Lending, Bloomberg Terminal, SWIFT payments, Back Office, SWIFT messaging, Trading Systems, Financial Services, Business Analysis, Operational Risk..., Business Requirements, Foreign Exchange, Technical Analysis, Financial Markets, Analysis, Business Development, Management
Education
Southern Connecticut State University 2003 — 2006
Bachelor's Degree, Business Management
Quinnipiac University 2001 — 2003
Business Management
Julie L. Isch's Brown Brothers Harriman Experience June 2006 - March 2007
Job Product Specialist Exchange DataFeeds, Quantitative Production Specialists at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems September 2009 - Present
FactSet Research Systems April 2009 - August 2009
FactSet Research Systems March 2007 - March 2009
Brown Brothers Harriman June 2006 - March 2007
Skills
Equities, Market Data, Financial Services, Sales, Solution Selling, Relationship Management, Building Relationships, Solutions Focused
Education
Providence College 2002 — 2006
BS, Management
FactSet Research Systems September 2009 - Present
FactSet Research Systems April 2009 - August 2009
FactSet Research Systems March 2007 - March 2009
Brown Brothers Harriman June 2006 - March 2007
Skills
Equities, Market Data, Financial Services, Sales, Solution Selling, Relationship Management, Building Relationships, Solutions Focused
Education
Providence College 2002 — 2006
BS, Management
Robin Mahaldar's Brown Brothers Harriman Experience November 2011 - Present
Job IBM Mainframe professional With Expertise in DB2 Database, Securities and Accounting Domain
Industry Information Technology and Services
Experience
Brown Brothers Harriman November 2011 - Present
Education
Punjab Technical University 2003 — 2007
Bachelor of Technology (B.Tech.), Computer Science & Engineering
Nagbani Jammu
Brown Brothers Harriman November 2011 - Present
Education
Punjab Technical University 2003 — 2007
Bachelor of Technology (B.Tech.), Computer Science & Engineering
Nagbani Jammu
Vinny Hau's Brown Brothers Harriman Experience June 2008 - Present
Job DBA at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2008 - Present
Morgan Stanley September 2006 - June 2008
Credit Suisse 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1990 - 2006
DLJ 1990 - 2006
Donaldson, Lufkin & Jenrette 1990 - 2006
Skills
Trading Systems
Education
Rochester Institute of Technology 1977 — 1982
Bachelor of Science (B.S.), Computer Science
Brown Brothers Harriman June 2008 - Present
Morgan Stanley September 2006 - June 2008
Credit Suisse 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1990 - 2006
DLJ 1990 - 2006
Donaldson, Lufkin & Jenrette 1990 - 2006
Skills
Trading Systems
Education
Rochester Institute of Technology 1977 — 1982
Bachelor of Science (B.S.), Computer Science
David Finkelstein's Brown Brothers Harriman Experience March 2004 - Present
Job VP at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2004 - Present
Syllog Inc January 1997 - November 2002
Lehman Brothers 1996 - 1998
TCAM 1994 - 1997
Logica 1986 - 1996
Kenilworth Systems 1983 - 1987
ITT Desfense Communications 1980 - 1983
Skills
Securities, Financial Services, Global Custody, Back Office, SWIFT payments, Corporate Actions, Banking, Settlement, AML, Fixed Income, IBM Integration Bus..., Payments, Trading Systems, SWIFT Payments, FX Options, Equities
Education
Polytechnic Institute of Brooklyn 1981 — 2016
Master of Science (MS), Computer Science
Queens College 1977 — 1980
BS, Computer Science
Brown Brothers Harriman March 2004 - Present
Syllog Inc January 1997 - November 2002
Lehman Brothers 1996 - 1998
TCAM 1994 - 1997
Logica 1986 - 1996
Kenilworth Systems 1983 - 1987
ITT Desfense Communications 1980 - 1983
Skills
Securities, Financial Services, Global Custody, Back Office, SWIFT payments, Corporate Actions, Banking, Settlement, AML, Fixed Income, IBM Integration Bus..., Payments, Trading Systems, SWIFT Payments, FX Options, Equities
Education
Polytechnic Institute of Brooklyn 1981 — 2016
Master of Science (MS), Computer Science
Queens College 1977 — 1980
BS, Computer Science
Saba Nessralla's Brown Brothers Harriman Experience August 2008 - March 2011
Job Portfolio Administrator at Shepherd Kaplan LLC
Industry Financial Services
Experience
Shepherd Kaplan LLC June 2013 - Present
Shepherd Kaplan LLC March 2011 - June 2013
Brown Brothers Harriman August 2008 - March 2011
Skills
Mutual Funds, Equities, Fund Accounting, Alternative Investments, Fixed Income, Securities, Hedge Funds, PowerPoint, Asset Management
Education
Providence College 2004 — 2008
BS, Finance
Shepherd Kaplan LLC June 2013 - Present
Shepherd Kaplan LLC March 2011 - June 2013
Brown Brothers Harriman August 2008 - March 2011
Skills
Mutual Funds, Equities, Fund Accounting, Alternative Investments, Fixed Income, Securities, Hedge Funds, PowerPoint, Asset Management
Education
Providence College 2004 — 2008
BS, Finance
Deirdre Hannon's Brown Brothers Harriman Experience January 2010 - August 2011
Job Senior Recruiter at State Street
Industry Human Resources
Experience
State Street February 2014 - Present
The Federal Reserve Bank of Boston 2011 - 2014
Brown Brothers Harriman January 2010 - August 2011
Brown Brothers Harriman August 2008 - January 2009
Fidelity Investments June 2007 - August 2008
Investors Bank and Trust/State Street February 2005 - June 2007
Covansys 1998 - 2001
Keane 1994 - 1998
Skills
Talent Acquisition, Applicant Tracking..., Technical Recruiting, Talent Management
Education
Regis College
State Street February 2014 - Present
The Federal Reserve Bank of Boston 2011 - 2014
Brown Brothers Harriman January 2010 - August 2011
Brown Brothers Harriman August 2008 - January 2009
Fidelity Investments June 2007 - August 2008
Investors Bank and Trust/State Street February 2005 - June 2007
Covansys 1998 - 2001
Keane 1994 - 1998
Skills
Talent Acquisition, Applicant Tracking..., Technical Recruiting, Talent Management
Education
Regis College
Rachel Mastone's Brown Brothers Harriman Experience 2008 - 2008
Job Associate Director of Development at Massachusetts General Hospital
Industry Higher Education
Experience
Massachusetts General Hospital June 2015 - Present
Rady School of Management October 2012 - May 2015
University of California, San Diego September 2010 - October 2012
University of California at San Diego November 2008 - August 2010
Brown Brothers Harriman 2008 - 2008
Skills
Annual Giving, Fundraising, Stewardship, Program Development, Volunteer Management, Higher Education, Event Management, Strategic Planning, Philanthropy, Strategy, Program Management, Training, Leadership, Management, Project Management, Prospect Research
Education
Providence College 2001 — 2005
BS, Marketing
Massachusetts General Hospital June 2015 - Present
Rady School of Management October 2012 - May 2015
University of California, San Diego September 2010 - October 2012
University of California at San Diego November 2008 - August 2010
Brown Brothers Harriman 2008 - 2008
Skills
Annual Giving, Fundraising, Stewardship, Program Development, Volunteer Management, Higher Education, Event Management, Strategic Planning, Philanthropy, Strategy, Program Management, Training, Leadership, Management, Project Management, Prospect Research
Education
Providence College 2001 — 2005
BS, Marketing
Daniel Saum's Brown Brothers Harriman Experience May 2008 - August 2008
Job Senior Financial Analyst at Stryker
Industry Medical Devices
Experience
Stryker May 2015 - Present
RB November 2014 - Present
Par Pharmaceutical June 2010 - November 2014
Novartis March 2010 - June 2010
Johnson & Johnson June 2009 - March 2010
Brown Brothers Harriman May 2008 - August 2008
Skills
Hyperion Enterprise, Microsoft Excel, Forecasting, Financial Reporting, Financial Analysis, Finance, Analysis, Account Reconciliation, PowerPoint, Process Improvement, Variance Analysis
Education
Providence College 2005 — 2009
Bachelor of Science, Finance
Stryker May 2015 - Present
RB November 2014 - Present
Par Pharmaceutical June 2010 - November 2014
Novartis March 2010 - June 2010
Johnson & Johnson June 2009 - March 2010
Brown Brothers Harriman May 2008 - August 2008
Skills
Hyperion Enterprise, Microsoft Excel, Forecasting, Financial Reporting, Financial Analysis, Finance, Analysis, Account Reconciliation, PowerPoint, Process Improvement, Variance Analysis
Education
Providence College 2005 — 2009
Bachelor of Science, Finance
Alex Mattern's Brown Brothers Harriman Experience November 2010 - Present
Job Software Developer at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman November 2010 - Present
Green Harbor Yacht Club July 2004 - August 2010
Mill Pond YMCA January 2004 - August 2006
Skills
Java, FpML, SWIFT messaging, XML, XSLT, C++, C, PHP, Agile Developement, UML, JavaScript, HTML, jQuery, SQL
Education
Rensselaer Polytechnic Institute 2006 — 2010
BS, Computer Science and Economics
Brown Brothers Harriman November 2010 - Present
Green Harbor Yacht Club July 2004 - August 2010
Mill Pond YMCA January 2004 - August 2006
Skills
Java, FpML, SWIFT messaging, XML, XSLT, C++, C, PHP, Agile Developement, UML, JavaScript, HTML, jQuery, SQL
Education
Rensselaer Polytechnic Institute 2006 — 2010
BS, Computer Science and Economics
Daniel Saleman's Brown Brothers Harriman Experience March 2012 - June 2013
Job Fund Accountant at Conifer Financial Services
Industry Investment Banking
Experience
Conifer Financial Services August 2013 - Present
Brown Brothers Harriman March 2012 - June 2013
Law Office of Deborah Ball October 2011 - February 2012
UBS Wealth Management June 2010 - August 2010
Skills
Economics, Financial Modeling, Microsoft Excel, PowerPoint, Equities, Financial Analysis, Investments, Investment Banking, Microsoft Office, Equity Research, Microsoft Word, Social Media, Research, Corporate Finance, Securities, Mergers & Acquisitions
Education
City University of New York-Queens College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.747
Touro College 2007 — 2008
Conifer Financial Services August 2013 - Present
Brown Brothers Harriman March 2012 - June 2013
Law Office of Deborah Ball October 2011 - February 2012
UBS Wealth Management June 2010 - August 2010
Skills
Economics, Financial Modeling, Microsoft Excel, PowerPoint, Equities, Financial Analysis, Investments, Investment Banking, Microsoft Office, Equity Research, Microsoft Word, Social Media, Research, Corporate Finance, Securities, Mergers & Acquisitions
Education
City University of New York-Queens College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.747
Touro College 2007 — 2008
Alexandra Loshin's Brown Brothers Harriman Experience May 2011 - August 2011
Job Institutional Sales Associate at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners January 2014 - Present
FactSet Research Systems July 2012 - January 2014
Rensselaer Polytechnic Institute August 2009 - May 2012
Brown Brothers Harriman May 2011 - August 2011
Options Group May 2010 - February 2011
Defran Systems December 2009 - January 2010
New York Sports Club January 2008 - August 2009
New York Sports Club September 2006 - August 2009
Skills
Series 7, Series 63, Research, Investment Banking, Financial Modeling, Data Analysis, Public Speaking, Finance, Banking Relationships, Relationship Management, Consulting, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Bloomberg Terminal, Knowledge Base, Sales, Salesforce.com
Education
Rensselaer Polytechnic Institute 2009 — 2012
Bachelor of Science, Business and Management, Psychology Minor
Ridgewood High School 2005 — 2009
NJ State High School Diploma
Strategas Research Partners January 2014 - Present
FactSet Research Systems July 2012 - January 2014
Rensselaer Polytechnic Institute August 2009 - May 2012
Brown Brothers Harriman May 2011 - August 2011
Options Group May 2010 - February 2011
Defran Systems December 2009 - January 2010
New York Sports Club January 2008 - August 2009
New York Sports Club September 2006 - August 2009
Skills
Series 7, Series 63, Research, Investment Banking, Financial Modeling, Data Analysis, Public Speaking, Finance, Banking Relationships, Relationship Management, Consulting, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Bloomberg Terminal, Knowledge Base, Sales, Salesforce.com
Education
Rensselaer Polytechnic Institute 2009 — 2012
Bachelor of Science, Business and Management, Psychology Minor
Ridgewood High School 2005 — 2009
NJ State High School Diploma
Daniel Dubois's Brown Brothers Harriman Experience October 2011 - December 2012
Job Associate at Mercer Investment Management
Industry Investment Management
Experience
Mercer Investments February 2014 - Present
Mercer Investments December 2012 - February 2014
Brown Brothers Harriman October 2011 - December 2012
Brown Brothers Harriman May 2010 - October 2011
Skills
Fund Accounting, Hedge Funds, Fund Of Funds, Fixed Income, Mutual Funds, Alternative Investments, Equities, Corporate Actions, Financial Analysis, Swaps, Investment Management, Derivatives, Bloomberg Terminal, Valuation, Asset Allocation, Fund Administration, Financial Modeling, Pooled Fund Structures, Account Management, Securities, Equity Research
Education
Rhode Island College 2006 — 2010
BA/BS, Finance & Economics
Lasalle Academy 2002 — 2006
College Prep
Mercer Investments February 2014 - Present
Mercer Investments December 2012 - February 2014
Brown Brothers Harriman October 2011 - December 2012
Brown Brothers Harriman May 2010 - October 2011
Skills
Fund Accounting, Hedge Funds, Fund Of Funds, Fixed Income, Mutual Funds, Alternative Investments, Equities, Corporate Actions, Financial Analysis, Swaps, Investment Management, Derivatives, Bloomberg Terminal, Valuation, Asset Allocation, Fund Administration, Financial Modeling, Pooled Fund Structures, Account Management, Securities, Equity Research
Education
Rhode Island College 2006 — 2010
BA/BS, Finance & Economics
Lasalle Academy 2002 — 2006
College Prep
Renee Allan-Kotarski's Brown Brothers Harriman Experience September 2010 - Present
Job Lead Fund Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
Oppenhemerfunds July 2005 - September 2010
American Century Investments 2000 - 2005
Skills
Mutual Funds, Securities, Equities, Fixed Income, Investments, Alternative Investments, Financial Analysis, Financial Services, Valuation, Investment Strategies, Finance
Education
Regis University
BA/BS, International Political Science/ Business Administration
Brown Brothers Harriman September 2010 - Present
Oppenhemerfunds July 2005 - September 2010
American Century Investments 2000 - 2005
Skills
Mutual Funds, Securities, Equities, Fixed Income, Investments, Alternative Investments, Financial Analysis, Financial Services, Valuation, Investment Strategies, Finance
Education
Regis University
BA/BS, International Political Science/ Business Administration
Mandish Chana's Brown Brothers Harriman Experience August 2011 - August 2012
Job Analyst at Everingham & Kerr, Inc.
Industry Banking
Experience
Everingham & Kerr, Inc. October 2014 - Present
Rowan University August 2013 - Present
Brown Brothers Harriman August 2011 - August 2012
Greencoast Capital Partners LLC August 2011 - August 2012
Merrill Lynch October 2010 - May 2011
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Investment Banking, Valuation, Hedge Funds, Fixed Income, Equities, Corporate Finance, DCF, Investments, Bloomberg, Capital Markets, Private Equity
Education
Rowan University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-Camden 2006 — 2011
Bachelor's of science, Accounting and Finance
Everingham & Kerr, Inc. October 2014 - Present
Rowan University August 2013 - Present
Brown Brothers Harriman August 2011 - August 2012
Greencoast Capital Partners LLC August 2011 - August 2012
Merrill Lynch October 2010 - May 2011
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Investment Banking, Valuation, Hedge Funds, Fixed Income, Equities, Corporate Finance, DCF, Investments, Bloomberg, Capital Markets, Private Equity
Education
Rowan University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-Camden 2006 — 2011
Bachelor's of science, Accounting and Finance
Elsa Fong's Brown Brothers Harriman Experience April 2015 - Present
Job AVP at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Fund Tax Services LLC July 2012 - Present
Marks Paneth & Shron LLP May 2011 - July 2012
Quadrangle Group LLC April 2007 - December 2010
Polakoff and Michaelson CPA PC January 2000 - April 2007
Skills
Partnership Taxation, Individual Taxation, Private Equity, Financial Statements, Auditing, Tax Returns, Trusts, High Net Worth..., Financial Analysis, S Corporations, Accounting, Tax
Education
Queens College 1994 — 1998
BBA, Accounting
Brown Brothers Harriman April 2015 - Present
Fund Tax Services LLC July 2012 - Present
Marks Paneth & Shron LLP May 2011 - July 2012
Quadrangle Group LLC April 2007 - December 2010
Polakoff and Michaelson CPA PC January 2000 - April 2007
Skills
Partnership Taxation, Individual Taxation, Private Equity, Financial Statements, Auditing, Tax Returns, Trusts, High Net Worth..., Financial Analysis, S Corporations, Accounting, Tax
Education
Queens College 1994 — 1998
BBA, Accounting
Ravichandran Chinnamanaidu's Brown Brothers Harriman Experience August 2011 - April 2012
Job Analytical Systems Architect at AT&T
Industry Information Technology and Services
Experience
AT&T August 2013 - Present
City of New York March 2013 - June 2013
UBS Investment Bank May 2012 - December 2012
Brown Brothers Harriman August 2011 - April 2012
Goldman Sachs February 2011 - July 2011
Citigroup June 2010 - November 2010
UBS Wealth Management August 2009 - February 2010
UBS Wealth Management March 2007 - May 2009
Citco Fund Services October 2006 - January 2007
AT&T March 2002 - October 2006
Skills
SDLC, Enterprise Architecture
Education
PSG College of Technology 1992 — 1994
MS, Mechanical Engineering
Thiagarajar College of Engineering 1988 — 1992
BS, Mechanical Engineering
AT&T August 2013 - Present
City of New York March 2013 - June 2013
UBS Investment Bank May 2012 - December 2012
Brown Brothers Harriman August 2011 - April 2012
Goldman Sachs February 2011 - July 2011
Citigroup June 2010 - November 2010
UBS Wealth Management August 2009 - February 2010
UBS Wealth Management March 2007 - May 2009
Citco Fund Services October 2006 - January 2007
AT&T March 2002 - October 2006
Skills
SDLC, Enterprise Architecture
Education
PSG College of Technology 1992 — 1994
MS, Mechanical Engineering
Thiagarajar College of Engineering 1988 — 1992
BS, Mechanical Engineering
Lindsey Bauer, RN, BSN's Brown Brothers Harriman Experience July 2007 - May 2010
Job Registered Nurse
Industry Hospital & Health Care
Experience
Massachusetts General Hospital November 2013 - Present
University of Maryland Medical Center June 2012 - October 2013
Norwell Knoll Rehabilitation & Nursing Center November 2011 - May 2012
Brown Brothers Harriman July 2007 - May 2010
Education
University of Massachusetts Boston 2010 — 2011
BSN
Providence College 2003 — 2007
BS
Massachusetts General Hospital November 2013 - Present
University of Maryland Medical Center June 2012 - October 2013
Norwell Knoll Rehabilitation & Nursing Center November 2011 - May 2012
Brown Brothers Harriman July 2007 - May 2010
Education
University of Massachusetts Boston 2010 — 2011
BSN
Providence College 2003 — 2007
BS
Steve Stupin's Brown Brothers Harriman Experience July 2007 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2007 - Present
Education
Providence College 2004 — 2007
Finance
Brown Brothers Harriman July 2007 - Present
Education
Providence College 2004 — 2007
Finance
John Wert's Brown Brothers Harriman Experience 1999 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman 1999 - Present
Owosso Corporation March 1994 - May 1999
National Bank of Detroit 1988 - 1994
J.P. Morgan 1982 - 1988
Skills
Investments, Financial Modeling, Private Equity, Mergers & Acquisitions, Mergers, Asset Management, Asset Allocation, Portfolio Management, Start-ups, Asset Managment, Fixed Income, Finance, Financial Analysis, Strategic Planning, Team Leadership
Education
Princeton University 1978 — 1982
A.B., Economics
Deerfield Academy 1975 — 1978
Brown Brothers Harriman 1999 - Present
Owosso Corporation March 1994 - May 1999
National Bank of Detroit 1988 - 1994
J.P. Morgan 1982 - 1988
Skills
Investments, Financial Modeling, Private Equity, Mergers & Acquisitions, Mergers, Asset Management, Asset Allocation, Portfolio Management, Start-ups, Asset Managment, Fixed Income, Finance, Financial Analysis, Strategic Planning, Team Leadership
Education
Princeton University 1978 — 1982
A.B., Economics
Deerfield Academy 1975 — 1978
Paula Disano's Brown Brothers Harriman Experience January 2011 - Present
Job SBA at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2011 - Present
Skills
Financial Services, Equities, Mutual Funds, Business Analysis, Financial Modeling, Securities
Education
Providence College 1985 — 1989
Bachelor's degree, Marketing/Marketing Management, General
Brown Brothers Harriman January 2011 - Present
Skills
Financial Services, Equities, Mutual Funds, Business Analysis, Financial Modeling, Securities
Education
Providence College 1985 — 1989
Bachelor's degree, Marketing/Marketing Management, General
Caitlin Wallerce's Brown Brothers Harriman Experience October 2006 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2006 - Present
United Way of Massachusetts Bay August 2012 - November 2012
Education
Providence College 2002 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Brown Brothers Harriman October 2006 - Present
United Way of Massachusetts Bay August 2012 - November 2012
Education
Providence College 2002 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Dipa Patel's Brown Brothers Harriman Experience September 2005 - Present
Job AVPProject Manager/Sr. Business Analyst
Industry Financial Services
Experience
Brown Brothers Harriman September 2005 - Present
SunGard Financial Systems September 2000 - August 2005
Skills
People Management, People Development, Influence Others, Customer Service, Project Management, Information Technology, Business Analysis, Financial Analysis, Software Lifecycle..., Business Process..., Issue Resolution..., Project Planning, Quality Management, Organizational..., Communication, SWIFT messaging, Test Management, FpML, FIX, Cute Ftp, Core FTP, WebSphere MQ, Microsoft Applications
Education
Robert Morris University 1998 — 2000
Master of Business Administration (MBA), Information Technology Project Management
University of Pittsburgh 1993 — 1995
Master of Public Administration (MPA), Public Administration International Affairs
Brown Brothers Harriman September 2005 - Present
SunGard Financial Systems September 2000 - August 2005
Skills
People Management, People Development, Influence Others, Customer Service, Project Management, Information Technology, Business Analysis, Financial Analysis, Software Lifecycle..., Business Process..., Issue Resolution..., Project Planning, Quality Management, Organizational..., Communication, SWIFT messaging, Test Management, FpML, FIX, Cute Ftp, Core FTP, WebSphere MQ, Microsoft Applications
Education
Robert Morris University 1998 — 2000
Master of Business Administration (MBA), Information Technology Project Management
University of Pittsburgh 1993 — 1995
Master of Public Administration (MPA), Public Administration International Affairs
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation