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
Michael McMenamy Michael McMenamy's Brown Brothers Harriman Experience January 2012 - January 2013
Job Accounting Assistant, Associate 2 at State Street
Industry Accounting
Experience
State Street March 2015 - Present
Adrian A Gaspar & Company, LLP December 2013 - January 2015
Massachusetts Institute of Technology (MIT) March 2013 - November 2013
The Boston Consulting Group February 2013 - February 2013
Brown Brothers Harriman January 2012 - January 2013
Evans Company May 2010 - November 2011
Stonehill College Book Store June 2008 - August 2008
McMenamy's Pub January 2005 - August 2007
Education
Saint Anselm College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Class of 2011 Saint Anselm College
Accounting, Major
State Street March 2015 - Present
Adrian A Gaspar & Company, LLP December 2013 - January 2015
Massachusetts Institute of Technology (MIT) March 2013 - November 2013
The Boston Consulting Group February 2013 - February 2013
Brown Brothers Harriman January 2012 - January 2013
Evans Company May 2010 - November 2011
Stonehill College Book Store June 2008 - August 2008
McMenamy's Pub January 2005 - August 2007
Education
Saint Anselm College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Class of 2011 Saint Anselm College
Accounting, Major
Dan Pace Dan Pace's Brown Brothers Harriman Experience August 2015 - Present
Job Vice President Foreign Investor Registration Team at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
Republic Services March 2015 - August 2015
Brown Brothers Harriman March 2015 - March 2015
Brown Brothers Harriman February 2012 - February 2015
Brown Brothers Harriman May 2011 - February 2012
Brown Brothers Harriman January 2010 - May 2011
Brown Brothers Harriman June 2007 - January 2010
BNY Mellon January 2002 - June 2007
Skills
Business Development, Risk Management, Business Analysis, Operational Risk, Fixed Income, Securities, Corporate Actions, Equities, Client Services, Emerging Markets, Fund Accounting, Hedge Funds, Financial Services, Mutual Funds, Relationship Management, Banking, Bloomberg, Management, Customer Service, Sales, Finance
Education
Salem State College 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Brown Brothers Harriman August 2015 - Present
Republic Services March 2015 - August 2015
Brown Brothers Harriman March 2015 - March 2015
Brown Brothers Harriman February 2012 - February 2015
Brown Brothers Harriman May 2011 - February 2012
Brown Brothers Harriman January 2010 - May 2011
Brown Brothers Harriman June 2007 - January 2010
BNY Mellon January 2002 - June 2007
Skills
Business Development, Risk Management, Business Analysis, Operational Risk, Fixed Income, Securities, Corporate Actions, Equities, Client Services, Emerging Markets, Fund Accounting, Hedge Funds, Financial Services, Mutual Funds, Relationship Management, Banking, Bloomberg, Management, Customer Service, Sales, Finance
Education
Salem State College 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Mike Soranno Mike Soranno's Brown Brothers Harriman Experience January 1996 - June 1997
Job Director, Enterprise Architecture at KPMG
Industry Information Technology and Services
Experience
KPMG July 2008 - Present
KPMG US October 2006 - July 2008
KPMG US October 2004 - October 2006
KPMG US April 2003 - October 2004
KPMG US October 2001 - April 2003
KPMG US June 1997 - October 2001
Brown Brothers Harriman January 1996 - June 1997
Brown Brothers Harriman November 1993 - January 1996
IBM Credit Corporation November 1991 - November 1993
IBM Credit Corporation July 1989 - November 1991
Skills
IT Strategy, Identity Management, Enterprise Architecture, Application Architecture, Solution Architecture, SDLC, Governance, EAI, Disaster Recovery, Integration, SOA, IT Management, Business Process, Technical Architecture, Business Intelligence, Information Security, Cloud Computing, PMO, Vendor Management, Software Project..., Software Development, Business Continuity, Security, Information Technology, Business Analysis, SharePoint
Education
Saint Peter's University 1985 — 1989
BS, Computer Science
KPMG July 2008 - Present
KPMG US October 2006 - July 2008
KPMG US October 2004 - October 2006
KPMG US April 2003 - October 2004
KPMG US October 2001 - April 2003
KPMG US June 1997 - October 2001
Brown Brothers Harriman January 1996 - June 1997
Brown Brothers Harriman November 1993 - January 1996
IBM Credit Corporation November 1991 - November 1993
IBM Credit Corporation July 1989 - November 1991
Skills
IT Strategy, Identity Management, Enterprise Architecture, Application Architecture, Solution Architecture, SDLC, Governance, EAI, Disaster Recovery, Integration, SOA, IT Management, Business Process, Technical Architecture, Business Intelligence, Information Security, Cloud Computing, PMO, Vendor Management, Software Project..., Software Development, Business Continuity, Security, Information Technology, Business Analysis, SharePoint
Education
Saint Peter's University 1985 — 1989
BS, Computer Science
Richard Rendino Richard Rendino's Brown Brothers Harriman Experience May 2006 - June 2012
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2006 - June 2012
Brown Brothers Harriman February 1996 - May 2006
JPMorgan Chase May 1986 - January 1996
BNY Mellon July 1981 - May 1986
Skills
Account Reconciliation
Education
St. John's University 1988 — 1991
MBA, Finance, General
St. John's University 1977 — 1981
Bachelor of Science (BS), Accounting
Brown Brothers Harriman May 2006 - June 2012
Brown Brothers Harriman February 1996 - May 2006
JPMorgan Chase May 1986 - January 1996
BNY Mellon July 1981 - May 1986
Skills
Account Reconciliation
Education
St. John's University 1988 — 1991
MBA, Finance, General
St. John's University 1977 — 1981
Bachelor of Science (BS), Accounting
Thomas Igoe Thomas Igoe's Brown Brothers Harriman Experience 1985 - 1987
Job Communicative English Professor
Industry Public Relations and Communications
Experience
Thepsatri Rajabhat University September 2012 - September 2013
Verizon May 1997 - May 2008
Cross Country Motor Group September 1992 - September 1997
Telplus Communications/Siemens January 1990 - 1992
Brown Brothers Harriman 1985 - 1987
John D. Lynch 1981 - 1985
Skills
College Teaching, Critical Thinking, Active listener, Critical thinker, Problem solver, Monitoring, Collaborative, Highly personable, Multi-tasking..., Learning Quickly, Mechanical Aptitude, Proactive self-starter, Cross-cultural..., Academic Tutoring, Academic Writing, Adult Education, Teaching
Education
Text n Talk Language Academy 2009 — 2009
TEFL Certification, Teaching English as a Foreign Language, Pass
Salem State University 1993 — 2005
Non degree, English Language and Literature, General, 3.6
Belford University 1994 — 1995
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities, 3.5 Cum Laude
Matignon High 1981 — 1985
Thepsatri Rajabhat University September 2012 - September 2013
Verizon May 1997 - May 2008
Cross Country Motor Group September 1992 - September 1997
Telplus Communications/Siemens January 1990 - 1992
Brown Brothers Harriman 1985 - 1987
John D. Lynch 1981 - 1985
Skills
College Teaching, Critical Thinking, Active listener, Critical thinker, Problem solver, Monitoring, Collaborative, Highly personable, Multi-tasking..., Learning Quickly, Mechanical Aptitude, Proactive self-starter, Cross-cultural..., Academic Tutoring, Academic Writing, Adult Education, Teaching
Education
Text n Talk Language Academy 2009 — 2009
TEFL Certification, Teaching English as a Foreign Language, Pass
Salem State University 1993 — 2005
Non degree, English Language and Literature, General, 3.6
Belford University 1994 — 1995
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities, 3.5 Cum Laude
Matignon High 1981 — 1985
Brad Rushton Brad Rushton's Brown Brothers Harriman Experience June 2011 - February 2013
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
Brown Brothers Harriman June 2011 - February 2013
Brown Brothers Harriman July 2010 - August 2010
Skills
Microsoft Office, Financial Reporting, Global Custody, SAP, Financial Controlling, Financial Risk, Credit Derivatives, Energy Derivatives, Credit Risk, FX Options, FX Hedging, Microsoft Excel, PowerPoint
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science, Finance
Boston College High School 2003 — 2007
J.P. Morgan February 2013 - Present
Brown Brothers Harriman June 2011 - February 2013
Brown Brothers Harriman July 2010 - August 2010
Skills
Microsoft Office, Financial Reporting, Global Custody, SAP, Financial Controlling, Financial Risk, Credit Derivatives, Energy Derivatives, Credit Risk, FX Options, FX Hedging, Microsoft Excel, PowerPoint
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science, Finance
Boston College High School 2003 — 2007
Kristina Katsikis Kristina Katsikis's Brown Brothers Harriman Experience July 2013 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry
Experience
Brown Brothers Harriman July 2013 - Present
Merchants Fleet Management January 2013 - May 2013
Park and Recreation May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, CRM, Web 2.0, Social Media, Creativity, Organizational..., Self-motivated...
Education
Saint Anselm College 2009 — 2013
Business
Hanover High School 2006 — 2009
Brown Brothers Harriman July 2013 - Present
Merchants Fleet Management January 2013 - May 2013
Park and Recreation May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, CRM, Web 2.0, Social Media, Creativity, Organizational..., Self-motivated...
Education
Saint Anselm College 2009 — 2013
Business
Hanover High School 2006 — 2009
Craig Hooper Craig Hooper's Brown Brothers Harriman Experience July 2012 - April 2013
Job Alternative Investments
Industry Investment Management
Experience
Brighton House Associates August 2013 - Present
UC Funding, Debt & Equity Investment Fund April 2013 - August 2013
Brown Brothers Harriman July 2012 - April 2013
Mt. Hood Golf Course June 2009 - October 2012
Saint Anselm College February 2011 - August 2012
Red Key Honors Society September 2009 - May 2012
Saint Anselm College August 2011 - December 2011
Meelia Center for Community Service August 2008 - May 2011
Student Government September 2008 - February 2010
Forestdale Cemetery October 2005 - December 2007
Skills
Statistics, Writing, Research, Microsoft Office, Excel, Microsoft Excel, Spanish, Social Media, Loan Origination, Financial Analysis, Private Equity, Networking, New Business Development, Leadership, Investments, Entrepreneurship, Due Diligence, Venture Capital, Banking, Real Estate, Commercial Lending, Commercial Real Estate, Commercial Real Estate..., Funding, Time Management, Marketing, Investment Properties, Equities, Mortgage Lending, Salesforce.com, Executive Management, Bloomberg, Real Estate Economics, Real Estate Financing, Finance, Trading, Asset Management, Valuation, Financial Services, Financial Risk, Brokerage, Mergers & Acquisitions, Real Estate Development, Financial Modeling, Analysis, Financial Structuring, Mutual Funds, Loans, Structured Finance, Alternative Investments
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts, Financial Economics
Malden Catholic 2004 — 2008
High School Diploma
Brighton House Associates August 2013 - Present
UC Funding, Debt & Equity Investment Fund April 2013 - August 2013
Brown Brothers Harriman July 2012 - April 2013
Mt. Hood Golf Course June 2009 - October 2012
Saint Anselm College February 2011 - August 2012
Red Key Honors Society September 2009 - May 2012
Saint Anselm College August 2011 - December 2011
Meelia Center for Community Service August 2008 - May 2011
Student Government September 2008 - February 2010
Forestdale Cemetery October 2005 - December 2007
Skills
Statistics, Writing, Research, Microsoft Office, Excel, Microsoft Excel, Spanish, Social Media, Loan Origination, Financial Analysis, Private Equity, Networking, New Business Development, Leadership, Investments, Entrepreneurship, Due Diligence, Venture Capital, Banking, Real Estate, Commercial Lending, Commercial Real Estate, Commercial Real Estate..., Funding, Time Management, Marketing, Investment Properties, Equities, Mortgage Lending, Salesforce.com, Executive Management, Bloomberg, Real Estate Economics, Real Estate Financing, Finance, Trading, Asset Management, Valuation, Financial Services, Financial Risk, Brokerage, Mergers & Acquisitions, Real Estate Development, Financial Modeling, Analysis, Financial Structuring, Mutual Funds, Loans, Structured Finance, Alternative Investments
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts, Financial Economics
Malden Catholic 2004 — 2008
High School Diploma
Ramya Kumar's Brown Brothers Harriman Experience June 2014 - August 2014
Job HRMIS Intern at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman June 2014 - August 2014
Jordan Edmiston Group February 2014 - May 2014
New Brunswick Free Public Library September 2013 - May 2014
Eagleton Institute for Public Interest Polling September 2012 - December 2012
The Children's Place June 2012 - August 2012
Skills
Microsoft Office, Outstanding..., Microsoft Word, Microsoft Excel, PowerPoint, Facebook, CRM, Databases, Data Analysis, Public Speaking, Event Planning, Social Networking, Awesomeness, Leadership, Research, Customer Service, Teamwork
Education
Stevens Institute of Technology 2015 — 2017
Master’s Degree, Information Systems
Rutgers University 2011 — 2015
Bachelor's degree, Information Technology and Informatics/Human Resource Management
Brown Brothers Harriman June 2014 - August 2014
Jordan Edmiston Group February 2014 - May 2014
New Brunswick Free Public Library September 2013 - May 2014
Eagleton Institute for Public Interest Polling September 2012 - December 2012
The Children's Place June 2012 - August 2012
Skills
Microsoft Office, Outstanding..., Microsoft Word, Microsoft Excel, PowerPoint, Facebook, CRM, Databases, Data Analysis, Public Speaking, Event Planning, Social Networking, Awesomeness, Leadership, Research, Customer Service, Teamwork
Education
Stevens Institute of Technology 2015 — 2017
Master’s Degree, Information Systems
Rutgers University 2011 — 2015
Bachelor's degree, Information Technology and Informatics/Human Resource Management
Celeste Baber Celeste Baber's Brown Brothers Harriman Experience July 2006 - August 2011
Job HRIS Business Analyst
Industry Human Resources
Experience
Unicorn HRO September 2014 - April 2015
ADP April 2014 - August 2014
ADP September 2013 - January 2014
Tiffany & Co. September 2011 - September 2013
Brown Brothers Harriman July 2006 - August 2011
Marsh & McLennan Companies, Inc. June 2001 - April 2004
CIBC World Markets August 2000 - April 2001
Valmont Industries February 2000 - June 2000
Federated Department Stores May 1999 - February 2000
Ernst & Young September 1996 - August 1998
Skills
SDLC, PeopleSoft, User Acceptance Testing, Requirements Analysis, Oracle, SQL, Oracle Applications, PeopleCode, Payroll for North..., Payroll, Payroll Interface, Benefits Administration, PeopleTools, HRIS, SQR, Microsoft SQL Server, Integration, Software Documentation, ADP Payroll, Architecture, Business Intelligence, Business Analysis, Business Process, Production Support, COBOL, Client Expectations..., Data Conversion, Computer Science, Consulting, Databases, Effective in..., DB2, Employee Benefits, FTP, Filezilla, Putty, ERP, Human Resources, HRIT, Human Resources &..., Interface Builder, Security, Unix, Testing, Vendor Management, Management, Project Management, Quality Assurance..., Microsoft Office Suite, TOAD, SqlTalk, SQL..., Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
Anthem Institute-Parsippany 1988 — 1988
Certificate in Computer Programming, Computer Programming
Unicorn HRO September 2014 - April 2015
ADP April 2014 - August 2014
ADP September 2013 - January 2014
Tiffany & Co. September 2011 - September 2013
Brown Brothers Harriman July 2006 - August 2011
Marsh & McLennan Companies, Inc. June 2001 - April 2004
CIBC World Markets August 2000 - April 2001
Valmont Industries February 2000 - June 2000
Federated Department Stores May 1999 - February 2000
Ernst & Young September 1996 - August 1998
Skills
SDLC, PeopleSoft, User Acceptance Testing, Requirements Analysis, Oracle, SQL, Oracle Applications, PeopleCode, Payroll for North..., Payroll, Payroll Interface, Benefits Administration, PeopleTools, HRIS, SQR, Microsoft SQL Server, Integration, Software Documentation, ADP Payroll, Architecture, Business Intelligence, Business Analysis, Business Process, Production Support, COBOL, Client Expectations..., Data Conversion, Computer Science, Consulting, Databases, Effective in..., DB2, Employee Benefits, FTP, Filezilla, Putty, ERP, Human Resources, HRIT, Human Resources &..., Interface Builder, Security, Unix, Testing, Vendor Management, Management, Project Management, Quality Assurance..., Microsoft Office Suite, TOAD, SqlTalk, SQL..., Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
Anthem Institute-Parsippany 1988 — 1988
Certificate in Computer Programming, Computer Programming
Joe DeRice Joe DeRice's Brown Brothers Harriman Experience 1997 - 2005
Job Managing Associate at Beacon Consulting Group
Industry Financial Services
Experience
Beacon Consulting Group April 2014 - Present
Omgeo January 2012 - April 2014
Omgeo May 2008 - April 2012
Omgeo September 2007 - May 2008
Omgeo December 2005 - September 2007
Brown Brothers Harriman 1997 - 2005
Skills
SDLC, Business Analysis, Product Management, Team Leadership, Collaboration, Mentoring, Business Requirements, Product Requirements, Committed to Customer..., Functional Design, Functional..., Software Project..., User Acceptance Testing, Agile Methodologies, Financial Services, Back Office, Buy-side, Sell Side, Global Custody, Trading Systems, Market Data, Requirements Analysis, Scrum, Waterfall
Education
St. Joseph's College (ME) 1992 — 1996
Bachelor of Science (BS), Business Administration
Beacon Consulting Group April 2014 - Present
Omgeo January 2012 - April 2014
Omgeo May 2008 - April 2012
Omgeo September 2007 - May 2008
Omgeo December 2005 - September 2007
Brown Brothers Harriman 1997 - 2005
Skills
SDLC, Business Analysis, Product Management, Team Leadership, Collaboration, Mentoring, Business Requirements, Product Requirements, Committed to Customer..., Functional Design, Functional..., Software Project..., User Acceptance Testing, Agile Methodologies, Financial Services, Back Office, Buy-side, Sell Side, Global Custody, Trading Systems, Market Data, Requirements Analysis, Scrum, Waterfall
Education
St. Joseph's College (ME) 1992 — 1996
Bachelor of Science (BS), Business Administration
Angelis Mulero Angelis Mulero's Brown Brothers Harriman Experience September 2013 - Present
Job Senior Account Executive
Industry Banking
Experience
Brown Brothers Harriman September 2013 - Present
Federal Home Loan Bank of New York May 2009 - September 2013
Federal Home Loan Bank of New York 2008 - 2009
The Bank of New York Mellon 2006 - 2007
Hudson City Savings Bank 2006 - 2006
Education
NJCU 2013 — 2015
Master of Business Administration (MBA), Finance
Saint Peter's University 2006 — 2009
BS, International Business & Trade
Brown Brothers Harriman September 2013 - Present
Federal Home Loan Bank of New York May 2009 - September 2013
Federal Home Loan Bank of New York 2008 - 2009
The Bank of New York Mellon 2006 - 2007
Hudson City Savings Bank 2006 - 2006
Education
NJCU 2013 — 2015
Master of Business Administration (MBA), Finance
Saint Peter's University 2006 — 2009
BS, International Business & Trade
Bryan Nelson Bryan Nelson's Brown Brothers Harriman Experience March 2002 - June 2003
Job Regional Vice President, Wealth Management Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Columbia Management January 2006 - December 2014
Columbia Management July 2003 - December 2005
Brown Brothers Harriman March 2002 - June 2003
Skills
Mutual Funds, Series 7, Asset Managment, Series 63, Separately Managed..., Asset Management, Alternative Investments, Asset Allocation, ETFs, Financial Advisory
Education
Saint Michael's College 1997 — 2001
BS, Business Administration
Wellesley High School 1993 — 1997
Ameriprise Financial Services, Inc. January 2015 - Present
Columbia Management January 2006 - December 2014
Columbia Management July 2003 - December 2005
Brown Brothers Harriman March 2002 - June 2003
Skills
Mutual Funds, Series 7, Asset Managment, Series 63, Separately Managed..., Asset Management, Alternative Investments, Asset Allocation, ETFs, Financial Advisory
Education
Saint Michael's College 1997 — 2001
BS, Business Administration
Wellesley High School 1993 — 1997
Christopher Callaghan Christopher Callaghan's Brown Brothers Harriman Experience 1991 - 1994
Job Group Vice President Healthcare Banking at M&T Bank
Industry Banking
Experience
M&T Bank January 1994 - Present
First National Bank of Maryland (Allfirst/M&T) January 1994 - October 1997
Brown Brothers Harriman 1991 - 1994
Bank of New England 1989 - 1991
Skills
Healthcare Finance, Senior Housing, Hospital Finance, Nursing Homes, Investment Banking, Tax Exempt Financing, Bank Financing, Retirement Homes, Sales Management, Strategic Planning, Finance, Healthcare, Real Estate, Commercial Lending, Banking, Credit, Credit Analysis, Financial Modeling, Financial Services, Loans, Tax-exempt
Education
The Johns Hopkins University - Carey Business School 2002 — 2004
Master of Science, Finance
University of Michigan - Stephen M. Ross School of Business 2011 — 2011
Executive Leadership Program
Saint Michael's College 1985 — 1989
BA, Economics
M&T Bank January 1994 - Present
First National Bank of Maryland (Allfirst/M&T) January 1994 - October 1997
Brown Brothers Harriman 1991 - 1994
Bank of New England 1989 - 1991
Skills
Healthcare Finance, Senior Housing, Hospital Finance, Nursing Homes, Investment Banking, Tax Exempt Financing, Bank Financing, Retirement Homes, Sales Management, Strategic Planning, Finance, Healthcare, Real Estate, Commercial Lending, Banking, Credit, Credit Analysis, Financial Modeling, Financial Services, Loans, Tax-exempt
Education
The Johns Hopkins University - Carey Business School 2002 — 2004
Master of Science, Finance
University of Michigan - Stephen M. Ross School of Business 2011 — 2011
Executive Leadership Program
Saint Michael's College 1985 — 1989
BA, Economics
Dennis Campbell's Brown Brothers Harriman Experience June 2009 - August 2009
Job Credit Ratings Analyst at S&P Ratings Services
Industry Financial Services
Experience
Standard & Poor's Ratings Services August 2015 - Present
Prudential Financial June 2014 - August 2014
Gallant Capital Markets June 2013 - August 2013
Teachers' Retirement System of the City of New York June 2012 - August 2012
State of NY Metropolitan Transportation Authority June 2011 - August 2011
Brown Brothers Harriman June 2009 - August 2009
Skills
Microsoft Office, Friendly Personality, HTML, Prezi, Windows 7, Negotiation, Windows 8, Mentoring, Networking, Microsoft Excel, PowerPoint, Public Speaking, Research, Leadership, Microsoft Word, Social Media, Customer Service, Social Networking, Time Management, Teamwork, Data Analysis, Event Planning, Access, Sales, Analysis, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2015
Bachelor of Arts (B.A.), Economics, 3.7
Xavier University 2011 — 2012
Fryeburg Academy 2008 — 2011
High School Diploma
Standard & Poor's Ratings Services August 2015 - Present
Prudential Financial June 2014 - August 2014
Gallant Capital Markets June 2013 - August 2013
Teachers' Retirement System of the City of New York June 2012 - August 2012
State of NY Metropolitan Transportation Authority June 2011 - August 2011
Brown Brothers Harriman June 2009 - August 2009
Skills
Microsoft Office, Friendly Personality, HTML, Prezi, Windows 7, Negotiation, Windows 8, Mentoring, Networking, Microsoft Excel, PowerPoint, Public Speaking, Research, Leadership, Microsoft Word, Social Media, Customer Service, Social Networking, Time Management, Teamwork, Data Analysis, Event Planning, Access, Sales, Analysis, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2015
Bachelor of Arts (B.A.), Economics, 3.7
Xavier University 2011 — 2012
Fryeburg Academy 2008 — 2011
High School Diploma
Sheldon McKenzie Sheldon McKenzie's Brown Brothers Harriman Experience December 2014 - Present
Job Tax Analyst at Brown Brothers Harriman
Industry Military
Experience
Army National Guard May 2014 - Present
Brown Brothers Harriman December 2014 - Present
US Army October 2012 - Present
Bloomberg LP September 2014 - December 2014
US Army September 2013 - May 2014
US Army July 2010 - October 2012
Skills
Army, Military Operations, Military Experience, Military, Security Clearance, Command, Operational Planning, Military Training, National Security, Weapons, Intelligence Analysis, Defense, Military Logistics, Leadership, Government
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Economics
Army National Guard May 2014 - Present
Brown Brothers Harriman December 2014 - Present
US Army October 2012 - Present
Bloomberg LP September 2014 - December 2014
US Army September 2013 - May 2014
US Army July 2010 - October 2012
Skills
Army, Military Operations, Military Experience, Military, Security Clearance, Command, Operational Planning, Military Training, National Security, Weapons, Intelligence Analysis, Defense, Military Logistics, Leadership, Government
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Economics
Catherine Mendez's Brown Brothers Harriman Experience September 2008 - July 2014
Job Director of Research, Omnibus Consulting
Industry Staffing and Recruiting
Experience
Omnibus Consulting October 2014 - Present
Brown Brothers Harriman September 2008 - July 2014
Summit Financial Resources July 2005 - September 2008
Sloan Securities April 2004 - July 2005
UBS May 2001 - April 2004
Wells Fargo Advisors June 1997 - May 2001
Skills
Bloomberg, Asset Allocation, Equities, Fixed Income, Insurance, Management, Mutual Funds, Trading, Training, Investments, Asset Management, Hedge Funds, Series 7
Education
Northeastern University 2013 — 2014
Certificate Program- management, Advanced certificate in Management
Rutgers, The State University of New Jersey-Newark 2004 — 2007
B.S, Finance
Omnibus Consulting October 2014 - Present
Brown Brothers Harriman September 2008 - July 2014
Summit Financial Resources July 2005 - September 2008
Sloan Securities April 2004 - July 2005
UBS May 2001 - April 2004
Wells Fargo Advisors June 1997 - May 2001
Skills
Bloomberg, Asset Allocation, Equities, Fixed Income, Insurance, Management, Mutual Funds, Trading, Training, Investments, Asset Management, Hedge Funds, Series 7
Education
Northeastern University 2013 — 2014
Certificate Program- management, Advanced certificate in Management
Rutgers, The State University of New Jersey-Newark 2004 — 2007
B.S, Finance
Ryan Karmel's Brown Brothers Harriman Experience September 2012 - February 2013
Job Assistant Vice President at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2015 - Present
Barclays Investment Bank March 2013 - June 2015
Brown Brothers Harriman September 2012 - February 2013
Gilford Securities June 2011 - August 2011
Bank of New York Mellon June 2010 - August 2010
Physician's Office May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Economics, Microsoft Office, Access, Outlook, Social Media, Bloomberg Terminal, Project Management, Financial Analysis, Data Analysis, Equities, Finance
Education
Rutgers University-New Brunswick 2008 — 2012
Bachelor's, Finance, Philosophy
Barclays Investment Bank July 2015 - Present
Barclays Investment Bank March 2013 - June 2015
Brown Brothers Harriman September 2012 - February 2013
Gilford Securities June 2011 - August 2011
Bank of New York Mellon June 2010 - August 2010
Physician's Office May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Economics, Microsoft Office, Access, Outlook, Social Media, Bloomberg Terminal, Project Management, Financial Analysis, Data Analysis, Equities, Finance
Education
Rutgers University-New Brunswick 2008 — 2012
Bachelor's, Finance, Philosophy
Raman Nijhawan Raman Nijhawan's Brown Brothers Harriman Experience June 2007 - May 2012
Job Deloitte & Touche LLP
Industry Financial Services
Experience
New York Life & MainStay Investments January 2015 - Present
Deloitte June 2012 - January 2015
Brown Brothers Harriman June 2007 - May 2012
UBS Global Asset Management February 2005 - June 2007
State Street Bank August 2003 - February 2005
Skills
Bloomberg, Hedge Funds, Equities, Fund Accounting, Asset Managment, Financial Modeling, Investments, Cash Management, Portfolio Management, Private Equity, Financial Analysis, Mutual Funds, Financial Reporting, Fixed Income, Alternative Investments, Management Consulting, Change Management, Organizational Design, Asset Management, Valuation, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
Rutgers, The State University of New Jersey-Newark
Masters, Accounting
New York Life & MainStay Investments January 2015 - Present
Deloitte June 2012 - January 2015
Brown Brothers Harriman June 2007 - May 2012
UBS Global Asset Management February 2005 - June 2007
State Street Bank August 2003 - February 2005
Skills
Bloomberg, Hedge Funds, Equities, Fund Accounting, Asset Managment, Financial Modeling, Investments, Cash Management, Portfolio Management, Private Equity, Financial Analysis, Mutual Funds, Financial Reporting, Fixed Income, Alternative Investments, Management Consulting, Change Management, Organizational Design, Asset Management, Valuation, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
Rutgers, The State University of New Jersey-Newark
Masters, Accounting
Alex Prister's Brown Brothers Harriman Experience April 2011 - September 2011
Job Cognos Administrator at AIG
Industry Information Technology and Services
Experience
AIG September 2011 - Present
Brown Brothers Harriman April 2011 - September 2011
American Insurance Services Agency December 2010 - February 2011
Rutgers University September 2008 - May 2009
Pershing June 2008 - August 2008
Skills
3D animation, 3D Studio Max, Cinematography, Final Cut Pro, After Effects, Discreet Combustion, Photoshop, Film production, FumeFX, Real Flow 4, Vray, Mental Ray, Directing, Screenwriting, Computer Animation, 3D, Film, Film Production
Education
Rutgers University-New Brunswick 2004 — 2009
Bachelors, Economics
AIG September 2011 - Present
Brown Brothers Harriman April 2011 - September 2011
American Insurance Services Agency December 2010 - February 2011
Rutgers University September 2008 - May 2009
Pershing June 2008 - August 2008
Skills
3D animation, 3D Studio Max, Cinematography, Final Cut Pro, After Effects, Discreet Combustion, Photoshop, Film production, FumeFX, Real Flow 4, Vray, Mental Ray, Directing, Screenwriting, Computer Animation, 3D, Film, Film Production
Education
Rutgers University-New Brunswick 2004 — 2009
Bachelors, Economics
Renee Mantone's Brown Brothers Harriman Experience June 2012 - August 2012
Job Juris Doctor
Industry Law Practice
Experience
National Federation of Federal Employees August 2015 - Present
U.S. District Court for the District of Maryland January 2015 - April 2015
SEIU September 2014 - December 2014
Metro-North Railroad May 2014 - August 2014
University of Maryland Carey School of Law Gender Violence Clinic January 2014 - May 2014
The Chambers of the Honorable Judge Menelaos W. Toskos June 2013 - August 2013
Brown Brothers Harriman June 2012 - August 2012
Infogroup May 2011 - August 2011
Skills
Employment Law
Education
University of Maryland School of Law 2012 — 2015
Juris Doctor
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Bachelor of Arts, Labor Studies and Employment Relations, Human Resource Management
National Federation of Federal Employees August 2015 - Present
U.S. District Court for the District of Maryland January 2015 - April 2015
SEIU September 2014 - December 2014
Metro-North Railroad May 2014 - August 2014
University of Maryland Carey School of Law Gender Violence Clinic January 2014 - May 2014
The Chambers of the Honorable Judge Menelaos W. Toskos June 2013 - August 2013
Brown Brothers Harriman June 2012 - August 2012
Infogroup May 2011 - August 2011
Skills
Employment Law
Education
University of Maryland School of Law 2012 — 2015
Juris Doctor
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Bachelor of Arts, Labor Studies and Employment Relations, Human Resource Management
Caitlin Ferguson's Brown Brothers Harriman Experience July 2014 - November 2014
Job Attorney Recruiting Assistant
Industry Human Resources
Experience
Morgan, Lewis & Bockius LLP July 2015 - Present
Morgan, Lewis & Bockius LLP May 2015 - July 2015
The Estée Lauder Companies Inc. February 2015 - April 2015
Brown Brothers Harriman July 2014 - November 2014
Brown Brothers Harriman June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
UBS Wealth Management July 2011 - August 2011
Skills
MS Office, Cpr Certified, First Aid, Phone Etiquette, General Correspondence, Human Resources, Microsoft Office, Teamwork, Data Entry, Event Planning, Public Speaking, Social Networking, Facebook
Education
Saint Leo University 2012 — 2014
Bachelor of Arts (BA) Psychology, Human Resources Management/Personnel Administration, General, 3.3
Morgan, Lewis & Bockius LLP July 2015 - Present
Morgan, Lewis & Bockius LLP May 2015 - July 2015
The Estée Lauder Companies Inc. February 2015 - April 2015
Brown Brothers Harriman July 2014 - November 2014
Brown Brothers Harriman June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
UBS Wealth Management July 2011 - August 2011
Skills
MS Office, Cpr Certified, First Aid, Phone Etiquette, General Correspondence, Human Resources, Microsoft Office, Teamwork, Data Entry, Event Planning, Public Speaking, Social Networking, Facebook
Education
Saint Leo University 2012 — 2014
Bachelor of Arts (BA) Psychology, Human Resources Management/Personnel Administration, General, 3.3
Tatiana Vasilyev's Brown Brothers Harriman Experience May 2011 - April 2013
Job Senior Equity Analyst. Global Industrials/Generalist
Industry Investment Management
Experience
Salient Partners May 2013 - July 2013
Brown Brothers Harriman May 2011 - April 2013
Balyasny Asset Management June 2008 - June 2009
Citi Investment Research June 2007 - May 2008
Cadbury Schweppes Americas Beverages/DPS August 2005 - June 2007
GfK January 2001 - June 2003
Skills
Financial Modeling, Valuation, Investor Relations, Portfolio Management, Emerging Markets, Equity Research, Corporate Finance, Equities, Investments, Asset Managment, Due Diligence, Financial Analysis, Alternative Investments, Strategy, Hedge Funds, Finance, Equity Valuation, Acquisition Integration
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Saint Petersburg State University 1992 — 2000
PhD
Salient Partners May 2013 - July 2013
Brown Brothers Harriman May 2011 - April 2013
Balyasny Asset Management June 2008 - June 2009
Citi Investment Research June 2007 - May 2008
Cadbury Schweppes Americas Beverages/DPS August 2005 - June 2007
GfK January 2001 - June 2003
Skills
Financial Modeling, Valuation, Investor Relations, Portfolio Management, Emerging Markets, Equity Research, Corporate Finance, Equities, Investments, Asset Managment, Due Diligence, Financial Analysis, Alternative Investments, Strategy, Hedge Funds, Finance, Equity Valuation, Acquisition Integration
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Saint Petersburg State University 1992 — 2000
PhD
Colleen Mahoney Colleen Mahoney's Brown Brothers Harriman Experience October 2011 - March 2012
Job Senior Accountant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services March 2014 - April 2015
New York Life Retirement Plan Services March 2012 - March 2014
Brown Brothers Harriman October 2011 - March 2012
Brown Brothers Harriman April 2010 - October 2011
Dedham Institute for Savings September 2004 - April 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Bloomberg, Banking, Finance, Financial Services, Microsoft Excel, Securities, Equities, Auditing, Investments, Access, Risk Management, Process Improvement
Education
Suffolk University 2012 — 2014
Master of Science (MS), Accounting
Saint Anselm College 2005 — 2009
Bachelor of Arts, Accounting
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services March 2014 - April 2015
New York Life Retirement Plan Services March 2012 - March 2014
Brown Brothers Harriman October 2011 - March 2012
Brown Brothers Harriman April 2010 - October 2011
Dedham Institute for Savings September 2004 - April 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Bloomberg, Banking, Finance, Financial Services, Microsoft Excel, Securities, Equities, Auditing, Investments, Access, Risk Management, Process Improvement
Education
Suffolk University 2012 — 2014
Master of Science (MS), Accounting
Saint Anselm College 2005 — 2009
Bachelor of Arts, Accounting
Cody Hudson Cody Hudson's Brown Brothers Harriman Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
MyLEDLightingGuide.com April 2014 - August 2014
Brown Brothers Harriman 2011 - 2012
Skills
Mutual Funds, Sales, Customer Service, Financial Planning, Investments
Education
Saint Anselm College 2006 — 2010
Bachelor's Degree, Business
MyLEDLightingGuide.com April 2014 - August 2014
Brown Brothers Harriman 2011 - 2012
Skills
Mutual Funds, Sales, Customer Service, Financial Planning, Investments
Education
Saint Anselm College 2006 — 2010
Bachelor's Degree, Business
David Slaski David Slaski's Brown Brothers Harriman Experience May 1999 - September 2000
Job Practice Manager at Aviara Animal Health Center
Industry Real Estate
Experience
Aviara Animal Health Center August 2010 - Present
Bank of America September 2009 - July 2010
Vantex Mortgage Group May 2007 - September 2009
Hyatt Hotels Corporation September 2005 - May 2007
The Lambertville House February 2002 - July 2005
Goldman Sachs October 2000 - January 2002
Brown Brothers Harriman May 1999 - September 2000
First Investors Corporation August 1994 - May 1999
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1993
Bachelor of Arts, Mathematics
Aviara Animal Health Center August 2010 - Present
Bank of America September 2009 - July 2010
Vantex Mortgage Group May 2007 - September 2009
Hyatt Hotels Corporation September 2005 - May 2007
The Lambertville House February 2002 - July 2005
Goldman Sachs October 2000 - January 2002
Brown Brothers Harriman May 1999 - September 2000
First Investors Corporation August 1994 - May 1999
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1993
Bachelor of Arts, Mathematics
Dina D'Amore Dina D'Amore's Brown Brothers Harriman Experience 1998 - 2000
Job
Industry Consumer Goods
Experience
mysmartpac, INC. 2007 - 2008
Donna Karan 2006 - 2006
JPMorgan Chase 2000 - 2004
JPMorgan Chase 2000 - 2004
Brown Brothers Harriman 1998 - 2000
Skills
Equities, Financial Modeling, Investments, Valuation
Education
SDA Bocconi 2005 — 2006
Masters, Brand Management
Rutgers University-New Brunswick 1994 — 1998
BS Finance, Finance, Italian
mysmartpac, INC. 2007 - 2008
Donna Karan 2006 - 2006
JPMorgan Chase 2000 - 2004
JPMorgan Chase 2000 - 2004
Brown Brothers Harriman 1998 - 2000
Skills
Equities, Financial Modeling, Investments, Valuation
Education
SDA Bocconi 2005 — 2006
Masters, Brand Management
Rutgers University-New Brunswick 1994 — 1998
BS Finance, Finance, Italian
Edward Reilly's Brown Brothers Harriman Experience March 2014 - September 2014
Job BNY Mellon
Industry Investment Management
Experience
BNY Mellon December 2014 - Present
Brown Brothers Harriman March 2014 - September 2014
UMass Memorial Medical Center January 2014 - March 2014
UMass Memorial Medical Center August 2013 - January 2014
US Mailroom June 2012 - June 2013
AXA Advisors April 2012 - September 2012
Polar Beverages June 2011 - August 2011
Skills
IDX, Microsoft Excel, Financial Analysis, Finance, PowerPoint, Microsoft Office, Microsoft Word
Education
Saint Joseph's University 2008 — 2013
Bachelor of Science in Business Administration, Finance
BNY Mellon December 2014 - Present
Brown Brothers Harriman March 2014 - September 2014
UMass Memorial Medical Center January 2014 - March 2014
UMass Memorial Medical Center August 2013 - January 2014
US Mailroom June 2012 - June 2013
AXA Advisors April 2012 - September 2012
Polar Beverages June 2011 - August 2011
Skills
IDX, Microsoft Excel, Financial Analysis, Finance, PowerPoint, Microsoft Office, Microsoft Word
Education
Saint Joseph's University 2008 — 2013
Bachelor of Science in Business Administration, Finance
Carl Terzer Carl Terzer's Brown Brothers Harriman Experience August 1999 - October 2006
Job Principal at CapVisor Associates, LLC
Industry Investment Management
Experience
CapVisor Associates, LLC September 2008 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman August 1999 - October 2006
CGI 1998 - 1999
Bankers Trust Company March 1996 - July 1998
US Trust 1987 - 1994
Skills
Equities, Business Development, Alternative Investments, Corporate Finance, Equity Research, Investment Management, Strategic Planning, Insurance, Securities, Asset Allocation, Bonds, Strategy, Fixed Income, Series 7, Due Diligence, Investments, Hedge Funds, Emerging Markets, Marketing, Investment Advisory, Financial Services, Leadership, Mutual Funds, Enterprise Risk..., Institutional..., Business Strategy, Investment Banking, Executive Management, Management, Bloomberg, Asset Management, Strategic Financial..., Capital Markets, Portfolio Management, Asset Managment, Risk Management, Sales, Investment Strategies, Wealth Management, Fund Of Funds, Private Equity, Financial Risk, Financial Markets, Financial Modeling, ETFs, Trading, Mergers & Acquisitions, Derivatives, Financial Analysis, Valuation
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Economics, Business Administration
CapVisor Associates, LLC September 2008 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman August 1999 - October 2006
CGI 1998 - 1999
Bankers Trust Company March 1996 - July 1998
US Trust 1987 - 1994
Skills
Equities, Business Development, Alternative Investments, Corporate Finance, Equity Research, Investment Management, Strategic Planning, Insurance, Securities, Asset Allocation, Bonds, Strategy, Fixed Income, Series 7, Due Diligence, Investments, Hedge Funds, Emerging Markets, Marketing, Investment Advisory, Financial Services, Leadership, Mutual Funds, Enterprise Risk..., Institutional..., Business Strategy, Investment Banking, Executive Management, Management, Bloomberg, Asset Management, Strategic Financial..., Capital Markets, Portfolio Management, Asset Managment, Risk Management, Sales, Investment Strategies, Wealth Management, Fund Of Funds, Private Equity, Financial Risk, Financial Markets, Financial Modeling, ETFs, Trading, Mergers & Acquisitions, Derivatives, Financial Analysis, Valuation
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Economics, Business Administration
Francesca Lombardo Francesca Lombardo's Brown Brothers Harriman Experience September 2008 - December 2009
Job Creative Marketing Director at Lombardo's
Industry Events Services
Experience
Lombardo's January 2010 - Present
GoTo Design Studio September 2010 - December 2010
Teresa Mahn September 2010 - October 2010
Brown Brothers Harriman September 2008 - December 2009
Intern June 2007 - January 2008
Skills
Blogging, Social Media, Public Speaking, Social Media Marketing, Event Planning, Advertising, Marketing Communications, Event Management, Marketing, Social Networking, Fundraising, Facebook, Public Relations, Email Marketing
Education
Saint Anselm College 2004 — 2008
Bachelors, Business
Fontbonne Academy 2000 — 2004
School of Fashion Design
Fashion Photography
Lombardo's January 2010 - Present
GoTo Design Studio September 2010 - December 2010
Teresa Mahn September 2010 - October 2010
Brown Brothers Harriman September 2008 - December 2009
Intern June 2007 - January 2008
Skills
Blogging, Social Media, Public Speaking, Social Media Marketing, Event Planning, Advertising, Marketing Communications, Event Management, Marketing, Social Networking, Fundraising, Facebook, Public Relations, Email Marketing
Education
Saint Anselm College 2004 — 2008
Bachelors, Business
Fontbonne Academy 2000 — 2004
School of Fashion Design
Fashion Photography
Michelle Lagman Michelle Lagman's Brown Brothers Harriman Experience May 2007 - August 2007
Job Senior Account Specialist
Industry Investment Management
Experience
PlayerGator, LLC February 2012 - Present
Mizuho Securities USA Inc. April 2015 - August 2015
UBS Wealth Management May 2010 - October 2014
JCHA October 2008 - January 2009
Titan Tennis July 2008 - October 2008
Brown Brothers Harriman May 2007 - August 2007
Skills
Microsoft Excel, Photoshop, Photography, PowerPoint, Microsoft Word, Outlook, Customer Service, Risk Management, Microsoft Office, Time Management, Marketing, Data Analysis, Teamwork, Social Media, Event Planning, Strategic Planning, Business Analysis, Research, Data Entry, Analysis, Accounts Payable
Education
Saint Peter's University 2005 — 2009
BS, Business Administration, Economics
Saint Peter's University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
PlayerGator, LLC February 2012 - Present
Mizuho Securities USA Inc. April 2015 - August 2015
UBS Wealth Management May 2010 - October 2014
JCHA October 2008 - January 2009
Titan Tennis July 2008 - October 2008
Brown Brothers Harriman May 2007 - August 2007
Skills
Microsoft Excel, Photoshop, Photography, PowerPoint, Microsoft Word, Outlook, Customer Service, Risk Management, Microsoft Office, Time Management, Marketing, Data Analysis, Teamwork, Social Media, Event Planning, Strategic Planning, Business Analysis, Research, Data Entry, Analysis, Accounts Payable
Education
Saint Peter's University 2005 — 2009
BS, Business Administration, Economics
Saint Peter's University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Maimoon Mustafa Maimoon Mustafa's Brown Brothers Harriman Experience June 1999 - August 2001
Job CEO at Law Offices of Mustafa & Associates, LLC
Industry Law Practice
Experience
Law Offices of Mustafa & Associates, LLC March 2008 - Present
NNM Realty Corp. September 2001 - December 2008
Wanda Akin & Associates July 2006 - January 2008
Brown Brothers Harriman June 1999 - August 2001
Il Vilino Ristorante February 1994 - May 1999
Education
Seton Hall University School of Law 2003 — 2006
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
B.S., Economics, Religion
Law Offices of Mustafa & Associates, LLC March 2008 - Present
NNM Realty Corp. September 2001 - December 2008
Wanda Akin & Associates July 2006 - January 2008
Brown Brothers Harriman June 1999 - August 2001
Il Vilino Ristorante February 1994 - May 1999
Education
Seton Hall University School of Law 2003 — 2006
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
B.S., Economics, Religion
Daniel Desmond Daniel Desmond's Brown Brothers Harriman Experience October 2011 - March 2015
Job Business Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2015 - Present
Brown Brothers Harriman October 2011 - March 2015
Brown Brothers Harriman April 2008 - October 2011
Brown Brothers Harriman April 2008 - March 2010
Downey Savings 2007 - September 2007
Skills
Accounting, Financial Analysis, Fund Accounting, Investments
Education
Suffolk University 2009 — 2012
MBA, Accounting
Saint Anselm College 1996 — 2000
BA, Politics
Wells Fargo Securities March 2015 - Present
Brown Brothers Harriman October 2011 - March 2015
Brown Brothers Harriman April 2008 - October 2011
Brown Brothers Harriman April 2008 - March 2010
Downey Savings 2007 - September 2007
Skills
Accounting, Financial Analysis, Fund Accounting, Investments
Education
Suffolk University 2009 — 2012
MBA, Accounting
Saint Anselm College 1996 — 2000
BA, Politics
Kevin Durfee Kevin Durfee's Brown Brothers Harriman Experience May 2015 - Present
Job Client Experience Specialist at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman June 2013 - May 2015
Saint Joseph's University September 2012 - May 2013
Philadelphia Insurance Companies January 2012 - August 2012
Northwestern Mutual The Guinan Financial Group October 2010 - December 2011
Cold Stone Creamery February 2008 - August 2009
Adventureland August 2005 - October 2007
Skills
Oracle HR, PeopleSoft, Recruiting, Human Resources, Applicant Tracking..., College Recruiting, Onboarding, Talent Acquisition, Technical Recruiting, Sourcing, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Concur, Calipers, Travel Arrangements, Phone Screening, Social Networking, Administrative..., Customer Service, Presentations, Career Development, Management, New Hire Orientations, Hiring
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science, Business Management with a Concentration in Human Resources
Holy Trinity High School 2005 — 2009
High School Diploma
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman June 2013 - May 2015
Saint Joseph's University September 2012 - May 2013
Philadelphia Insurance Companies January 2012 - August 2012
Northwestern Mutual The Guinan Financial Group October 2010 - December 2011
Cold Stone Creamery February 2008 - August 2009
Adventureland August 2005 - October 2007
Skills
Oracle HR, PeopleSoft, Recruiting, Human Resources, Applicant Tracking..., College Recruiting, Onboarding, Talent Acquisition, Technical Recruiting, Sourcing, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Concur, Calipers, Travel Arrangements, Phone Screening, Social Networking, Administrative..., Customer Service, Presentations, Career Development, Management, New Hire Orientations, Hiring
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science, Business Management with a Concentration in Human Resources
Holy Trinity High School 2005 — 2009
High School Diploma
Corey Tome Corey Tome's Brown Brothers Harriman Experience 2000 - 2005
Job Cognos Developer at Massachusetts General Hospital
Industry Hospital & Health Care
Experience
Massachusetts General Hospital December 2010 - Present
eSecLending September 2005 - December 2010
Brown Brothers Harriman 2000 - 2005
Skills
Cognos, Business Intelligence, Business Intelligence..., Cubes, Data Warehousing, Dashboard, OLAP, Business Analysis, Requirements Analysis, Requirements Gathering, Dimensional Modeling, Data Quality, Master Data Management, Analytics, SDLC, Databases, Analysis, Microsoft SQL Server, Data Analysis, SQL, Access, Management, Metadata Modeling
Education
Salem State University
BA, FIN/ECO
Massachusetts General Hospital December 2010 - Present
eSecLending September 2005 - December 2010
Brown Brothers Harriman 2000 - 2005
Skills
Cognos, Business Intelligence, Business Intelligence..., Cubes, Data Warehousing, Dashboard, OLAP, Business Analysis, Requirements Analysis, Requirements Gathering, Dimensional Modeling, Data Quality, Master Data Management, Analytics, SDLC, Databases, Analysis, Microsoft SQL Server, Data Analysis, SQL, Access, Management, Metadata Modeling
Education
Salem State University
BA, FIN/ECO
Paul Lyle, CTFA, CTA, AIF Paul Lyle, CTFA, CTA, AIF's Brown Brothers Harriman Experience November 2012 - Present
Job Trust Administrator at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman November 2012 - Present
Wells Fargo Bank 2010 - November 2012
Fifth Third Bank 2008 - 2010
First Charter Bank 2003 - 2008
First Charter Bank 1999 - 2003
First Charter Bank 1997 - 1999
University of Pittsburgh 1995 - 1997
Federated Investors 1992 - 1995
FDIC 1989 - 1992
Skills
Wealth Management, Trust Services, Customer Service, Investments, Mutual Funds, Retirement Planning, Risk Management, Investment Advisory
Education
Saint Vincent College 1984 — 1988
BS, Economics
Cannon Financial Institute
CTFA and CTA, Cannon Trust Schools I, II, and III
Brown Brothers Harriman November 2012 - Present
Wells Fargo Bank 2010 - November 2012
Fifth Third Bank 2008 - 2010
First Charter Bank 2003 - 2008
First Charter Bank 1999 - 2003
First Charter Bank 1997 - 1999
University of Pittsburgh 1995 - 1997
Federated Investors 1992 - 1995
FDIC 1989 - 1992
Skills
Wealth Management, Trust Services, Customer Service, Investments, Mutual Funds, Retirement Planning, Risk Management, Investment Advisory
Education
Saint Vincent College 1984 — 1988
BS, Economics
Cannon Financial Institute
CTFA and CTA, Cannon Trust Schools I, II, and III
Laura Scherban, PHR Laura Scherban, PHR's Brown Brothers Harriman Experience December 2012 - Present
Job Head of Talent Acquisition at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2012 - Present
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman May 2004 - January 2012
Barclays Capital 1997 - 2003
Prudential Insurance November 1994 - September 1997
Skills
Relationship Management, Coaching, Diversity, Mentoring, Talent Acquisition, Talent Management, Mergers & Acquisitions, Financial Services, Employee Relations, Performance Management, Recruiting, Change Management, Personnel Management, Human Resources, Sourcing
Education
Rutgers University-New Brunswick 1993 — 1997
MS, Human Resource Management
Rutgers University-New Brunswick 1989 — 1993
BA, Communications
Brown Brothers Harriman December 2012 - Present
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman May 2004 - January 2012
Barclays Capital 1997 - 2003
Prudential Insurance November 1994 - September 1997
Skills
Relationship Management, Coaching, Diversity, Mentoring, Talent Acquisition, Talent Management, Mergers & Acquisitions, Financial Services, Employee Relations, Performance Management, Recruiting, Change Management, Personnel Management, Human Resources, Sourcing
Education
Rutgers University-New Brunswick 1993 — 1997
MS, Human Resource Management
Rutgers University-New Brunswick 1989 — 1993
BA, Communications
Jenna VanderMost Jenna VanderMost's Brown Brothers Harriman Experience December 2009 - May 2011
Job Executive Producer
Industry Marketing and Advertising
Experience
Newfangled Studios May 2011 - Present
Brown Brothers Harriman December 2009 - May 2011
Brown Brothers Harriman April 2007 - December 2009
Western Asset Management 2006 - 2007
State Street July 2004 - February 2006
Skills
Portfolio Management, Video Production, Management, Finance, Post Production, Project Management, Analytics, Investment Management, Producing, Logistics Management, Budgets, Production Budgeting, Budget Monitoring, Budget Reconciliation, Web Video
Education
Saint Anselm College 2000 — 2004
BS, Business
Newfangled Studios May 2011 - Present
Brown Brothers Harriman December 2009 - May 2011
Brown Brothers Harriman April 2007 - December 2009
Western Asset Management 2006 - 2007
State Street July 2004 - February 2006
Skills
Portfolio Management, Video Production, Management, Finance, Post Production, Project Management, Analytics, Investment Management, Producing, Logistics Management, Budgets, Production Budgeting, Budget Monitoring, Budget Reconciliation, Web Video
Education
Saint Anselm College 2000 — 2004
BS, Business
Paul Joseph, PMP, MBA's Brown Brothers Harriman Experience July 1999 - September 2000
Job Vice President / Project Manager
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
Prospect 33 August 2014 - September 2015
BNY Mellon February 2013 - August 2014
Flounder Brewing Co. July 2011 - February 2013
Ridge Clearing and Outsourcing Solutions March 2007 - July 2011
Lehman Brothers October 2000 - February 2007
Brown Brothers Harriman July 1999 - September 2000
Skills
Settlement, Corporate Actions, Back Office, Equities, Trading Systems, Fixed Income, Securities, Outsourcing, Management, PMO, Trading, Project Management, Account Reconciliation, Business Analysis, Financial Risk, Vendor Management, DTC, Relationship Management, Microsoft Excel, Leadership, Change Management, Operations Management, Process Improvement, Offshoring, Settlements, Customer Relations, ADP, Reconciliation, Excel, Reconciliations, Risk, Staff Mentoring, Reorganization, Broadridge ICS, Broadridge BTS, Broadridge BPS, Proxy Voting, ADR Conversions, 144A Conversions, BCP, SLA, WSP, Business Process..., Business Requirements, Business Process..., Operational Risk, iGrafx, FATCA, Program Management
Education
Rutgers University – Camden 2012 — 2014
Master of Business Administration (M.B.A.), 3.82
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
BA, Economics, 3.36
Clifton High School 1989 — 1993
BNY Mellon September 2015 - Present
Prospect 33 August 2014 - September 2015
BNY Mellon February 2013 - August 2014
Flounder Brewing Co. July 2011 - February 2013
Ridge Clearing and Outsourcing Solutions March 2007 - July 2011
Lehman Brothers October 2000 - February 2007
Brown Brothers Harriman July 1999 - September 2000
Skills
Settlement, Corporate Actions, Back Office, Equities, Trading Systems, Fixed Income, Securities, Outsourcing, Management, PMO, Trading, Project Management, Account Reconciliation, Business Analysis, Financial Risk, Vendor Management, DTC, Relationship Management, Microsoft Excel, Leadership, Change Management, Operations Management, Process Improvement, Offshoring, Settlements, Customer Relations, ADP, Reconciliation, Excel, Reconciliations, Risk, Staff Mentoring, Reorganization, Broadridge ICS, Broadridge BTS, Broadridge BPS, Proxy Voting, ADR Conversions, 144A Conversions, BCP, SLA, WSP, Business Process..., Business Requirements, Business Process..., Operational Risk, iGrafx, FATCA, Program Management
Education
Rutgers University – Camden 2012 — 2014
Master of Business Administration (M.B.A.), 3.82
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
BA, Economics, 3.36
Clifton High School 1989 — 1993
Danielle Narbonne Danielle Narbonne's Brown Brothers Harriman Experience June 2006 - August 2010
Job Management Analyst at BCS, Incorporated
Industry Management Consulting
Experience
BCS, Incorporated January 2012 - December 2014
BCS, Incorporated October 2010 - December 2014
Brown Brothers Harriman June 2006 - August 2010
Skills
Data Analysis
Education
Saint Anselm College
International Business
BCS, Incorporated January 2012 - December 2014
BCS, Incorporated October 2010 - December 2014
Brown Brothers Harriman June 2006 - August 2010
Skills
Data Analysis
Education
Saint Anselm College
International Business
Ricardo Benitez's Brown Brothers Harriman Experience August 2000 - September 2009
Job Associate / Assistant Vice President at Klik Technologies
Industry Banking
Experience
Klik Technologies May 2015 - Present
Saphire Flooring Corp November 2013 - June 2015
Citi November 2010 - October 2014
Citi September 2009 - October 2010
Brown Brothers Harriman August 2000 - September 2009
Skills
Bank Operations, Process Improvement, Interviewing, Lean Six Sigma, Bilingual: Fluent in..., Solid problem solving..., Interviews, Management, Project Management, Training, Lean Six Sigma Green..., Analysis, Software Documentation, Business Process, Integration, Leadership, Vendor Management, Six Sigma, Risk Management, Business Analysis, Banking, Financial Services
Education
International Institute for Learning, Inc. 2013 — 2013
Lean Six Sigma Green Belt Certification, Process Improvement
Saint Peter's University 2002 — 2008
BSBA, Business Management
Klik Technologies May 2015 - Present
Saphire Flooring Corp November 2013 - June 2015
Citi November 2010 - October 2014
Citi September 2009 - October 2010
Brown Brothers Harriman August 2000 - September 2009
Skills
Bank Operations, Process Improvement, Interviewing, Lean Six Sigma, Bilingual: Fluent in..., Solid problem solving..., Interviews, Management, Project Management, Training, Lean Six Sigma Green..., Analysis, Software Documentation, Business Process, Integration, Leadership, Vendor Management, Six Sigma, Risk Management, Business Analysis, Banking, Financial Services
Education
International Institute for Learning, Inc. 2013 — 2013
Lean Six Sigma Green Belt Certification, Process Improvement
Saint Peter's University 2002 — 2008
BSBA, Business Management
Brittany Crowe Brittany Crowe's Brown Brothers Harriman Experience June 2013 - Present
Job Senior Fund Accountant at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman June 2013 - Present
Thermo Fisher Scientific May 2012 - August 2012
Kappa Delta Sorority January 2011 - December 2011
The Cambridge School of Weston May 2011 - August 2011
Reebok August 2008 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, ADP Payroll, Sales
Education
Sacred Heart University 2010 — 2013
Bachelor of Science (B.S.), Accounting
Fontbonne Academy 2005 — 2009
Brown Brothers Harriman June 2013 - Present
Thermo Fisher Scientific May 2012 - August 2012
Kappa Delta Sorority January 2011 - December 2011
The Cambridge School of Weston May 2011 - August 2011
Reebok August 2008 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, ADP Payroll, Sales
Education
Sacred Heart University 2010 — 2013
Bachelor of Science (B.S.), Accounting
Fontbonne Academy 2005 — 2009
David Arakelyan David Arakelyan's Brown Brothers Harriman Experience June 2015 - Present
Job Human Resource IT Intern at Brown Brothers Harriman
Industry Computer Hardware
Experience
Brown Brothers Harriman June 2015 - Present
Rutgers Catholic Center January 2015 - Present
Off Campus Hosing Unit June 2014 - Present
Private Practice September 2012 - Present
ShopRite Enterprises August 2013 - November 2013
Fair Lawn Volunteer Ambulance Corps September 2011 - May 2012
Vernissage Restaurant September 2011 - January 2012
Skills
Matlab, Java, C, MySQL, C++ Language, Retail, Assembly Language, Restaurants, HTML, CSS, LaTeX, javaSwing, Digital Electronics, Circut Design, Analog Electronics, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Advanced Russian, Beginner-Intermediate..., Intermediate Spanish, Time Management, Computer Hardware
Education
Rutgers University-New Brunswick 2012 — 2016
Still studying, Electrical and Electronics Engineering, Computer Science, Mathematics
Fair Lawn Highschool 2008 — 2012
Highschool Diploma, General
Brown Brothers Harriman June 2015 - Present
Rutgers Catholic Center January 2015 - Present
Off Campus Hosing Unit June 2014 - Present
Private Practice September 2012 - Present
ShopRite Enterprises August 2013 - November 2013
Fair Lawn Volunteer Ambulance Corps September 2011 - May 2012
Vernissage Restaurant September 2011 - January 2012
Skills
Matlab, Java, C, MySQL, C++ Language, Retail, Assembly Language, Restaurants, HTML, CSS, LaTeX, javaSwing, Digital Electronics, Circut Design, Analog Electronics, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Advanced Russian, Beginner-Intermediate..., Intermediate Spanish, Time Management, Computer Hardware
Education
Rutgers University-New Brunswick 2012 — 2016
Still studying, Electrical and Electronics Engineering, Computer Science, Mathematics
Fair Lawn Highschool 2008 — 2012
Highschool Diploma, General
Andrew Cliffe Andrew Cliffe's Brown Brothers Harriman Experience June 2008 - November 2013
Job Assistant Vice President at Eastern Bank
Industry Financial Services
Experience
Eastern Bank April 2015 - Present
Partners HealthCare December 2013 - April 2015
Brown Brothers Harriman June 2008 - November 2013
Skills
Valuation, Bloomberg
Education
Salem State College 2004 — 2008
Finance
Eastern Bank April 2015 - Present
Partners HealthCare December 2013 - April 2015
Brown Brothers Harriman June 2008 - November 2013
Skills
Valuation, Bloomberg
Education
Salem State College 2004 — 2008
Finance
John Lemanski's Brown Brothers Harriman Experience April 2015 - Present
Job AML Sanctions Compliance Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman April 2015 - Present
JPMorgan Chase February 2014 - April 2015
Bridgeport Police Department 2012 - 2012
Village of Southampton June 2004 - September 2011
Skills
Compliance, LexisNexis, FinCEN, Microsoft Excel, Anti Money Laundering, Fraud Detection, client screening, Supervisory Skills, Project Planning, Customer Service, Microsoft Office, Spanish, Process Scheduler
Education
Sacred Heart University 2008 — 2012
Bachelor's degree, Criminal Justice, 3.65
University of Notre Dame Australia 2012 — 2012
International Law and Legal Studies
Brown Brothers Harriman April 2015 - Present
JPMorgan Chase February 2014 - April 2015
Bridgeport Police Department 2012 - 2012
Village of Southampton June 2004 - September 2011
Skills
Compliance, LexisNexis, FinCEN, Microsoft Excel, Anti Money Laundering, Fraud Detection, client screening, Supervisory Skills, Project Planning, Customer Service, Microsoft Office, Spanish, Process Scheduler
Education
Sacred Heart University 2008 — 2012
Bachelor's degree, Criminal Justice, 3.65
University of Notre Dame Australia 2012 — 2012
International Law and Legal Studies
Rajesh Karnani's Brown Brothers Harriman Experience January 2008 - September 2013
Job AVP Business Analyst Investment Banking Division at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2013 - Present
Brown Brothers Harriman January 2008 - September 2013
RK Inudstries Inc September 2005 - January 2008
Accenture September 2001 - September 2005
Skills
Business Analysis, SDLC, Requirements Analysis, Financial Services, Business Intelligence, Business Process..., Software Project..., Process Improvement, Analytics, Vendor Management, Data Analysis, Risk Management, Project Management, SQL, Agile Methodologies, Analysis, Management Consulting, Software Documentation, Management
Education
Rutgers University-New Brunswick 1997 — 2001
Bachelor of Science, MIS - Management Information Systems
Barclays Capital September 2013 - Present
Brown Brothers Harriman January 2008 - September 2013
RK Inudstries Inc September 2005 - January 2008
Accenture September 2001 - September 2005
Skills
Business Analysis, SDLC, Requirements Analysis, Financial Services, Business Intelligence, Business Process..., Software Project..., Process Improvement, Analytics, Vendor Management, Data Analysis, Risk Management, Project Management, SQL, Agile Methodologies, Analysis, Management Consulting, Software Documentation, Management
Education
Rutgers University-New Brunswick 1997 — 2001
Bachelor of Science, MIS - Management Information Systems
Michael Lorenzo Michael Lorenzo's Brown Brothers Harriman Experience March 1993 - July 1996
Job Compliance Officer, Ardian
Industry Financial Services
Experience
Ardian April 2015 - Present
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2011 - April 2015
KDC Securities July 2008 - April 2011
Quadriserv Securities August 2005 - July 2008
Jefferies & Company March 2004 - August 2005
Goldman Sachs September 2000 - January 2002
Financial Industry Regulatory Authority July 1996 - September 2000
Brown Brothers Harriman March 1993 - July 1996
Skills
Securities Lending, Prime Brokerage, Bloomberg, Equities, Microsoft Office, Series 63, Bloomberg Terminal, Series 7, Trading, Euroclear, DTC, Collateral Management, Settlement, Strategic Planning, Series 24, Series 55, FINRA, Series 27, Middle Office, Capital Markets, Financial Risk, Securities, Financial Services, Options, Fixed Income, Hedge Funds, Banking, Trading Systems, Derivatives
Education
St. John's University 1999 — 2003
Master of Business Administration (MBA), Finance, General
Bernard M. Baruch, CUNY 1988 — 2002
Bachelor of Business Administration (BBA), Finance
Ardian April 2015 - Present
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2011 - April 2015
KDC Securities July 2008 - April 2011
Quadriserv Securities August 2005 - July 2008
Jefferies & Company March 2004 - August 2005
Goldman Sachs September 2000 - January 2002
Financial Industry Regulatory Authority July 1996 - September 2000
Brown Brothers Harriman March 1993 - July 1996
Skills
Securities Lending, Prime Brokerage, Bloomberg, Equities, Microsoft Office, Series 63, Bloomberg Terminal, Series 7, Trading, Euroclear, DTC, Collateral Management, Settlement, Strategic Planning, Series 24, Series 55, FINRA, Series 27, Middle Office, Capital Markets, Financial Risk, Securities, Financial Services, Options, Fixed Income, Hedge Funds, Banking, Trading Systems, Derivatives
Education
St. John's University 1999 — 2003
Master of Business Administration (MBA), Finance, General
Bernard M. Baruch, CUNY 1988 — 2002
Bachelor of Business Administration (BBA), Finance
Carl Serra IV Carl Serra IV's Brown Brothers Harriman Experience April 2014 - Present
Job Investor services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2014 - Present
Presidio Networked Solutions November 2013 - April 2014
J. Gibley Tuxedos April 2008 - October 2013
Golden Star Cleaners January 2013 - May 2013
Skills
Customer Service, Balance Sheet, Account Management, Financial Accounting, Accounts Receivable, Accounts Payable, Forecasting, Client Representation, Retail, Golf, Treasury Management, Investment Strategies, Microsoft Office, Great Plains Software, Corporate Finance, Financial Modeling, Financial Analysis, Investments, Finance
Education
Salem State College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Brown Brothers Harriman April 2014 - Present
Presidio Networked Solutions November 2013 - April 2014
J. Gibley Tuxedos April 2008 - October 2013
Golden Star Cleaners January 2013 - May 2013
Skills
Customer Service, Balance Sheet, Account Management, Financial Accounting, Accounts Receivable, Accounts Payable, Forecasting, Client Representation, Retail, Golf, Treasury Management, Investment Strategies, Microsoft Office, Great Plains Software, Corporate Finance, Financial Modeling, Financial Analysis, Investments, Finance
Education
Salem State College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Ari Wald, CFA, CMT Ari Wald, CFA, CMT's Brown Brothers Harriman Experience September 2004 - September 2012
Job Head of Technical Analysis, Institutional Portfolio Strategy at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. March 2014 - Present
Wolfe Research August 2013 - March 2014
The PrinceRidge Group October 2012 - June 2013
Brown Brothers Harriman September 2004 - September 2012
ATR, Inc. June 2004 - August 2004
Brown Brothers Harriman January 2004 - April 2004
Skills
Technical Analysis, Market Research, Trading Psychology, Equity Indices, Momentum Trading, Market Timing, Equity Research, Chartered Financial..., Equity Research Analysis, Behavioral Finance, Tactical Asset..., Long/Short Equity, Portfolio Management, ETFs, Bloomberg, Investment Strategies, Commodity, Risk Management, Equity Trading, Macroeconomics, Analysis, Fixed Income, Series 7, Equities, Options, Foreign Exchange, Trading, Asset Allocation, Trading Strategies, Financial Markets, Equity Valuation, Capital Markets, Bonds, Global Macro
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Science (B.S.), Mathematics and Statistics
Oppenheimer & Co. March 2014 - Present
Wolfe Research August 2013 - March 2014
The PrinceRidge Group October 2012 - June 2013
Brown Brothers Harriman September 2004 - September 2012
ATR, Inc. June 2004 - August 2004
Brown Brothers Harriman January 2004 - April 2004
Skills
Technical Analysis, Market Research, Trading Psychology, Equity Indices, Momentum Trading, Market Timing, Equity Research, Chartered Financial..., Equity Research Analysis, Behavioral Finance, Tactical Asset..., Long/Short Equity, Portfolio Management, ETFs, Bloomberg, Investment Strategies, Commodity, Risk Management, Equity Trading, Macroeconomics, Analysis, Fixed Income, Series 7, Equities, Options, Foreign Exchange, Trading, Asset Allocation, Trading Strategies, Financial Markets, Equity Valuation, Capital Markets, Bonds, Global Macro
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Science (B.S.), Mathematics and Statistics
Erika. Quinones Erika. Quinones's Brown Brothers Harriman Experience May 2005 - April 2008
Job Maitre D' for the Delta Sky Club 360 at Madison Square Garden
Industry Hospitality
Experience
Madison Square Garden August 2011 - Present
Legends April 2014 - December 2014
Brown Brothers Harriman & Co April 2008 - November 2013
Brown Brothers Harriman May 2005 - April 2008
Skills
Can type 70 wpm, Proficient in Microsoft..., Finance, Customer Service, Experience with..., New York City..., Invoicing, Microsoft Excel, Catering, Management, Time Management, Teamwork, Microsoft Word, Financial Analysis, Budgets, Hospitality, Event Management, Event Planning, Leadership, Outlook, PowerPoint, Microsoft Office, Social Media
Education
St. Peter's College 2001 — 2006
Political Science
Cardinal Spellman High School 1997 — 2001
Liberal Arts
Madison Square Garden August 2011 - Present
Legends April 2014 - December 2014
Brown Brothers Harriman & Co April 2008 - November 2013
Brown Brothers Harriman May 2005 - April 2008
Skills
Can type 70 wpm, Proficient in Microsoft..., Finance, Customer Service, Experience with..., New York City..., Invoicing, Microsoft Excel, Catering, Management, Time Management, Teamwork, Microsoft Word, Financial Analysis, Budgets, Hospitality, Event Management, Event Planning, Leadership, Outlook, PowerPoint, Microsoft Office, Social Media
Education
St. Peter's College 2001 — 2006
Political Science
Cardinal Spellman High School 1997 — 2001
Liberal Arts
Jeffrey Crisp Jeffrey Crisp's Brown Brothers Harriman Experience June 2011 - August 2013
Job Assistant Vice President, Client Service Manager Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman & Co August 2013 - Present
Brown Brothers Harriman June 2011 - August 2013
Brown Brothers Harriman March 2010 - June 2011
Brown Brothers Harriman June 2006 - March 2010
Brown Brothers Harriman September 2005 - June 2006
Brown Brothers Harriman June 2004 - September 2005
Skills
strong analytical skills, Creative Problem Solving, Client Relationship..., CRM, Bloomberg, Middle Office, Financial Services, Fund Accounting, Client Services, Mutual Funds, Corporate Actions, Fixed Income, Global Custody, Fund Administration, Securities, Trading, Equities, Investments, Derivatives, Management, Accounting
Education
Saint Michael's College 2000 — 2004
Business, Finance & Accounting
Universidad de Sevilla 2003 — 2003
Brown Brothers Harriman & Co August 2013 - Present
Brown Brothers Harriman June 2011 - August 2013
Brown Brothers Harriman March 2010 - June 2011
Brown Brothers Harriman June 2006 - March 2010
Brown Brothers Harriman September 2005 - June 2006
Brown Brothers Harriman June 2004 - September 2005
Skills
strong analytical skills, Creative Problem Solving, Client Relationship..., CRM, Bloomberg, Middle Office, Financial Services, Fund Accounting, Client Services, Mutual Funds, Corporate Actions, Fixed Income, Global Custody, Fund Administration, Securities, Trading, Equities, Investments, Derivatives, Management, Accounting
Education
Saint Michael's College 2000 — 2004
Business, Finance & Accounting
Universidad de Sevilla 2003 — 2003
Arnold Kim's Brown Brothers Harriman Experience June 2012 - August 2012
Job Desktop Support Analyst at La Perla
Industry Luxury Goods & Jewelry
Experience
La Perla February 2014 - Present
Jimmy Choo September 2013 - February 2014
La Perla July 2013 - September 2013
Rutgers New Brunswick Computing Services September 2012 - May 2013
Brown Brothers Harriman June 2012 - August 2012
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts, Information Technology and Informatics
La Perla February 2014 - Present
Jimmy Choo September 2013 - February 2014
La Perla July 2013 - September 2013
Rutgers New Brunswick Computing Services September 2012 - May 2013
Brown Brothers Harriman June 2012 - August 2012
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts, Information Technology and Informatics
Jeff Grove Jeff Grove's Brown Brothers Harriman Experience February 2000 - March 2002
Job Collections Specialist National/Chain Accounts at CocaCola Refreshments
Industry Financial Services
Experience
Coca-Cola Refreshments December 2014 - Present
Coca-Cola Refreshments April 2014 - December 2014
SunTrust Bank October 2012 - April 2014
Citizens Bank September 2010 - September 2012
Bank of America October 2009 - September 2010
SunTrust Bank November 2004 - September 2009
Massachusetts Army National Guard December 1996 - December 2005
Fleet Bank December 2003 - July 2004
East West Mortgage June 2002 - September 2003
Brown Brothers Harriman February 2000 - March 2002
Skills
Mortgage Lending, Banking, Loans, Consumer Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Real Estate, Credit, Refinance, Customer Service, FHA, Financial Services, Team Leadership
Education
Saint Leo University
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1996 — 2000
Communication
Coca-Cola Refreshments December 2014 - Present
Coca-Cola Refreshments April 2014 - December 2014
SunTrust Bank October 2012 - April 2014
Citizens Bank September 2010 - September 2012
Bank of America October 2009 - September 2010
SunTrust Bank November 2004 - September 2009
Massachusetts Army National Guard December 1996 - December 2005
Fleet Bank December 2003 - July 2004
East West Mortgage June 2002 - September 2003
Brown Brothers Harriman February 2000 - March 2002
Skills
Mortgage Lending, Banking, Loans, Consumer Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Real Estate, Credit, Refinance, Customer Service, FHA, Financial Services, Team Leadership
Education
Saint Leo University
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1996 — 2000
Communication
Mark Seck's Brown Brothers Harriman Experience March 2011 - September 2011
Job Acquisitions at GID Investment Advisers, LLC
Industry Investment Management
Experience
GID Investment Advisers LLC February 2015 - Present
AEW Capital Management December 2014 - February 2015
AEW Capital Management October 2011 - December 2014
Brown Brothers Harriman March 2011 - September 2011
Fidelity Capital Markets June 2009 - August 2009
Skills
Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Equities, Due Diligence, Trading, Mutual Funds, Asset Managment, Alternative Investments, Securities, Capital Markets, Private Equity, Portfolio Management, Real Estate Economics, Relationship Management, Commercial Real Estate
Education
Saint Joseph's University 2006 — 2010
Finance, Mathematics
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor's degree, Finance
Xaverian Brothers High School 2002 — 2006
GID Investment Advisers LLC February 2015 - Present
AEW Capital Management December 2014 - February 2015
AEW Capital Management October 2011 - December 2014
Brown Brothers Harriman March 2011 - September 2011
Fidelity Capital Markets June 2009 - August 2009
Skills
Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Equities, Due Diligence, Trading, Mutual Funds, Asset Managment, Alternative Investments, Securities, Capital Markets, Private Equity, Portfolio Management, Real Estate Economics, Relationship Management, Commercial Real Estate
Education
Saint Joseph's University 2006 — 2010
Finance, Mathematics
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor's degree, Finance
Xaverian Brothers High School 2002 — 2006
Brian O'Shea Brian O'Shea's Brown Brothers Harriman Experience 1998 - 1999
Job CIT
Industry Information Technology and Services
Experience
CIT April 2013 - Present
Bank of America November 2011 - December 2012
Verizon Wireless July 2010 - October 2011
Jaguar Land Rover North America, LLC 2008 - August 2010
Morgan Stanley 2003 - 2008
Medco 2002 - 2003
Sony Electronics 2000 - 2002
Prudential Financial 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Bankers Trust 1992 - 1998
Skills
SDLC, Data Warehousing, Business Analysis, Project Management, Requirements Analysis, Data Modeling, Requirements Gathering, Software Project..., PMO, Database Design, Business Intelligence, Enterprise Architecture, Information Technology, DB2, IT Strategy, ETL, Integration, Systems Analysis, Agile Methodologies, Solution Architecture, Business Requirements, Oracle, Databases, IT Management, Microsoft SQL Server, SQL, Software Development, Teradata, User Acceptance Testing, PMP, Business Objects, Sybase, Actimize, Denodo, Big Data, Tableau, Data Science, VBA, MySQL, Hadoop, Python, R, Data Analysis, Data Migration, Apache Pig, Hive, Excel Models, Apache Spark, Machine Learning
Education
Rutgers, The State University of New Jersey-Newark
CIT April 2013 - Present
Bank of America November 2011 - December 2012
Verizon Wireless July 2010 - October 2011
Jaguar Land Rover North America, LLC 2008 - August 2010
Morgan Stanley 2003 - 2008
Medco 2002 - 2003
Sony Electronics 2000 - 2002
Prudential Financial 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Bankers Trust 1992 - 1998
Skills
SDLC, Data Warehousing, Business Analysis, Project Management, Requirements Analysis, Data Modeling, Requirements Gathering, Software Project..., PMO, Database Design, Business Intelligence, Enterprise Architecture, Information Technology, DB2, IT Strategy, ETL, Integration, Systems Analysis, Agile Methodologies, Solution Architecture, Business Requirements, Oracle, Databases, IT Management, Microsoft SQL Server, SQL, Software Development, Teradata, User Acceptance Testing, PMP, Business Objects, Sybase, Actimize, Denodo, Big Data, Tableau, Data Science, VBA, MySQL, Hadoop, Python, R, Data Analysis, Data Migration, Apache Pig, Hive, Excel Models, Apache Spark, Machine Learning
Education
Rutgers, The State University of New Jersey-Newark
Andrew Gerstein Andrew Gerstein's Brown Brothers Harriman Experience April 2014 - May 2015
Job Associate Implementation Consultant at Kyriba
Industry Financial Services
Experience
Kyriba June 2015 - Present
Brown Brothers Harriman April 2014 - May 2015
Brown Brothers Harriman & Co February 2011 - April 2014
Bloomberg September 2010 - January 2011
Creative Financial Group of NJ June 2009 - August 2009
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor of Arts, Economics
Kyriba June 2015 - Present
Brown Brothers Harriman April 2014 - May 2015
Brown Brothers Harriman & Co February 2011 - April 2014
Bloomberg September 2010 - January 2011
Creative Financial Group of NJ June 2009 - August 2009
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor of Arts, Economics
Simi Nadgauda's Brown Brothers Harriman Experience January 2007 - December 2011
Job BI and Analytics Champion
Industry Information Technology and Services
Experience
ADP (Automated Data Processing) April 2013 - Present
Brown Brothers Harriman January 2007 - December 2011
NexTran Group LLC 2003 - 2004
Weeden & Co. 1999 - 2003
Sajag Securities 1998 - 1999
Skills
Business Intelligence, Business Analysis, Data Warehousing, Financial Services, SQL, Team Leadership, Project Management, DB2, CSRs, Hyperion Interactive..., Risk Management, Global Custody, Analysis, Business Analytics, Data Mining, Management, Process Improvement, Requirements Analysis, SDLC, Vendor Management, IT Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2006
Master of Business Administration (M.B.A.), Finance, First Class
Cummins College Of Engineering 1993 — 1997
B.E., Pune University, Electronics & Telecommunicatons
CDAC
Karnatak High School
ADP (Automated Data Processing) April 2013 - Present
Brown Brothers Harriman January 2007 - December 2011
NexTran Group LLC 2003 - 2004
Weeden & Co. 1999 - 2003
Sajag Securities 1998 - 1999
Skills
Business Intelligence, Business Analysis, Data Warehousing, Financial Services, SQL, Team Leadership, Project Management, DB2, CSRs, Hyperion Interactive..., Risk Management, Global Custody, Analysis, Business Analytics, Data Mining, Management, Process Improvement, Requirements Analysis, SDLC, Vendor Management, IT Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2006
Master of Business Administration (M.B.A.), Finance, First Class
Cummins College Of Engineering 1993 — 1997
B.E., Pune University, Electronics & Telecommunicatons
CDAC
Karnatak High School
Anthony Cerroni's Brown Brothers Harriman Experience May 1999 - January 2007
Job Managing Director at SS&C
Industry Financial Services
Experience
SS&C GlobeOp February 2012 - Present
HSBC Fund Services January 2007 - November 2011
Brown Brothers Harriman May 1999 - January 2007
Nomura Securities Incorporated January 1998 - May 1999
Alliance Capital Management May 1997 - January 1998
Fidelity Investments/National Financial Services Corp May 1992 - May 1997
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Valuation, Back Office, Private Equity, Investor Relations, Investments, Project Planning, Business Analysis, Business Strategy, Business Management, Business Relationship..., Customer Relations, Risk Management, Operational Due..., AML, KYC, Process Engineering, Restructuring, Management, Mutual Funds, Customer Service, FATCA, Product Development, Middle Office, Asset Management, Trading, Banking
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1996
MBA, International Finance
St. John's University 1988 — 1992
BS, International Finance
SS&C GlobeOp February 2012 - Present
HSBC Fund Services January 2007 - November 2011
Brown Brothers Harriman May 1999 - January 2007
Nomura Securities Incorporated January 1998 - May 1999
Alliance Capital Management May 1997 - January 1998
Fidelity Investments/National Financial Services Corp May 1992 - May 1997
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Valuation, Back Office, Private Equity, Investor Relations, Investments, Project Planning, Business Analysis, Business Strategy, Business Management, Business Relationship..., Customer Relations, Risk Management, Operational Due..., AML, KYC, Process Engineering, Restructuring, Management, Mutual Funds, Customer Service, FATCA, Product Development, Middle Office, Asset Management, Trading, Banking
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1996
MBA, International Finance
St. John's University 1988 — 1992
BS, International Finance
Joe Petrino's Brown Brothers Harriman Experience 1996 - 2001
Job Assistant Director, DMU at NJ State Legislature
Industry Information Technology and Services
Experience
NJ State Legislature December 2014 - Present
New Jersey Department of Labor & Workforce Development May 2011 - November 2014
American Health Initiative 2007 - December 2009
NJHA 2004 - 2006
NJ Housing and Mort. Finance Agency 2000 - 2002
Brown Brothers Harriman 1996 - 2001
NJ Treasury Pensions 1985 - 1988
Skills
Program Management, Vendor Management, CRM, Public Speaking, Project Management, Process Improvement, IT Strategy, Financial Services, Disaster Recovery, SDLC, Banking, Management, Nonprofits, Business Analysis, ITIL, IT Management, Non-profits, Visio, Healthcare
Education
Rutgers University-New Brunswick 1976 — 1980
St. Anthony
NJ State Legislature December 2014 - Present
New Jersey Department of Labor & Workforce Development May 2011 - November 2014
American Health Initiative 2007 - December 2009
NJHA 2004 - 2006
NJ Housing and Mort. Finance Agency 2000 - 2002
Brown Brothers Harriman 1996 - 2001
NJ Treasury Pensions 1985 - 1988
Skills
Program Management, Vendor Management, CRM, Public Speaking, Project Management, Process Improvement, IT Strategy, Financial Services, Disaster Recovery, SDLC, Banking, Management, Nonprofits, Business Analysis, ITIL, IT Management, Non-profits, Visio, Healthcare
Education
Rutgers University-New Brunswick 1976 — 1980
St. Anthony
Vincent Pardo's Brown Brothers Harriman Experience 1994 - 1998
Job Quality Control Client Reporting Analyst/WIM Reporting Operations at Barclays Capital
Industry Investment Management
Experience
Barclays Capital May 2015 - Present
Onex Credit Partners April 2014 - July 2014
Preferred Freezer Services June 2013 - November 2013
Credit Suisse April 2009 - March 2012
DiMaio Ahmad Capital June 2005 - December 2008
Burnham Securities Inc. April 2000 - June 2005
Schroeder & Co. May 1998 - April 2000
Brown Brothers Harriman 1994 - 1998
FedEx 1991 - 1992
Skills
Fixed Income, Portfolio Management, Securities, Risk Management, Corporate Actions, Bloomberg, Swaps, Trading, Account Reconciliation, Derivatives, Equities, Asset Management, Capital Markets, Hedge Funds, Mutual Funds, Options
Education
St. Peter's College 1995 — 1998
BS-Comp Sci, Computer Science
Barclays Capital May 2015 - Present
Onex Credit Partners April 2014 - July 2014
Preferred Freezer Services June 2013 - November 2013
Credit Suisse April 2009 - March 2012
DiMaio Ahmad Capital June 2005 - December 2008
Burnham Securities Inc. April 2000 - June 2005
Schroeder & Co. May 1998 - April 2000
Brown Brothers Harriman 1994 - 1998
FedEx 1991 - 1992
Skills
Fixed Income, Portfolio Management, Securities, Risk Management, Corporate Actions, Bloomberg, Swaps, Trading, Account Reconciliation, Derivatives, Equities, Asset Management, Capital Markets, Hedge Funds, Mutual Funds, Options
Education
St. Peter's College 1995 — 1998
BS-Comp Sci, Computer Science
Kelly McKenna Dudzinski's Brown Brothers Harriman Experience January 2000 - June 2006
Job Financial Services
Industry Financial Services
Experience
Lord, Abbett & Co. LLC April 2007 - April 2014
Merrill Lynch June 2006 - April 2007
Brown Brothers Harriman January 2000 - June 2006
Education
Saint Peter's University
Lord, Abbett & Co. LLC April 2007 - April 2014
Merrill Lynch June 2006 - April 2007
Brown Brothers Harriman January 2000 - June 2006
Education
Saint Peter's University
Janelle Griffith's Brown Brothers Harriman Experience 2007 - 2007
Job Markel Corporation
Industry Insurance
Experience
Hapag-Lloyd AG 2010 - 2014
Budd Larner, P.C. 2007 - 2008
Brown Brothers Harriman 2007 - 2007
Haynes Security, Inc. 2005 - 2006
Federal Trade Commission 2005 - 2006
Hon. Lottie E. Wilkins, Supreme Court, Civil Term 2005 - 2005
McCarter & English, LLP 2001 - 2004
Skills
Claims Management, Claims Investigations, Property & Casualty..., Contract Management, Contract Negotiation, Maritime Law, Inland Marine, Transportation Law, Insurance coverage, Litigation Management, Commercial Litigation, Legal Writing, Litigation, Westlaw, Insurance
Education
Rutgers University School of Law - Newark 2004 — 2007
Doctor of Law (JD)
Rutgers University-New Brunswick
Hapag-Lloyd AG 2010 - 2014
Budd Larner, P.C. 2007 - 2008
Brown Brothers Harriman 2007 - 2007
Haynes Security, Inc. 2005 - 2006
Federal Trade Commission 2005 - 2006
Hon. Lottie E. Wilkins, Supreme Court, Civil Term 2005 - 2005
McCarter & English, LLP 2001 - 2004
Skills
Claims Management, Claims Investigations, Property & Casualty..., Contract Management, Contract Negotiation, Maritime Law, Inland Marine, Transportation Law, Insurance coverage, Litigation Management, Commercial Litigation, Legal Writing, Litigation, Westlaw, Insurance
Education
Rutgers University School of Law - Newark 2004 — 2007
Doctor of Law (JD)
Rutgers University-New Brunswick
Kamran Chaudhri's Brown Brothers Harriman Experience May 1998 - November 1999
Job VP Market Risk at Bank of America
Industry Financial Services
Experience
Bank of America April 2010 - Present
APG Asset Management September 2008 - January 2010
Nomura November 1999 - August 2008
Brown Brothers Harriman May 1998 - November 1999
Skills
Fixed Income, Derivatives, Credit, Structured Finance, Investment Banking, Bloomberg, Risk Management
Education
Rutgers University-New Brunswick
Bachelor's degree, Mathematics
Bank of America April 2010 - Present
APG Asset Management September 2008 - January 2010
Nomura November 1999 - August 2008
Brown Brothers Harriman May 1998 - November 1999
Skills
Fixed Income, Derivatives, Credit, Structured Finance, Investment Banking, Bloomberg, Risk Management
Education
Rutgers University-New Brunswick
Bachelor's degree, Mathematics
Elbert Vasquez's Brown Brothers Harriman Experience July 2015 - Present
Job Corporate Immigration Specialist
Industry Legal Services
Experience
Brown Brothers Harriman July 2015 - Present
Skills
Immigration Law, Immigration Compliance, Human Resources, I-9 Compliance, Vendor Compliance, Global Mobility, Relationship Management, Corporate Governance, Analysis, Financial Services, Employment Law, Legal Writing, Vendor Management
Education
Rutgers, The State University of New Jersey-Newark
Brown Brothers Harriman July 2015 - Present
Skills
Immigration Law, Immigration Compliance, Human Resources, I-9 Compliance, Vendor Compliance, Global Mobility, Relationship Management, Corporate Governance, Analysis, Financial Services, Employment Law, Legal Writing, Vendor Management
Education
Rutgers, The State University of New Jersey-Newark
Fawn Conklin's Brown Brothers Harriman Experience June 2000 - August 2004
Job IMSG at MacKay Shields LLC
Industry Financial Services
Experience
MacKay Shields LLC June 2005 - Present
BNP Paribas 2004 - 2005
Brown Brothers Harriman June 2000 - August 2004
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Asset Management
Education
Saint Michael's College 1996 — 2000
Burke Mountain Academy
Burke Mountain Academy
MacKay Shields LLC June 2005 - Present
BNP Paribas 2004 - 2005
Brown Brothers Harriman June 2000 - August 2004
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Asset Management
Education
Saint Michael's College 1996 — 2000
Burke Mountain Academy
Burke Mountain Academy
Debrina Vo's Brown Brothers Harriman Experience 2007 - Present
Job AVP at BBH Design
Industry Financial Services
Experience
Brown Brothers Harriman 2007 - Present
BlackRock 2006 - 2007
Merrill Lynch Investment Managers 2001 - 2006
Skills
Autosys, Unix, Trading Systems, SDLC, ETL, Weblogic, Disaster Recovery, Oracle, Microsoft SQL Server, Data Warehousing, SQL, Vendor Management, Sybase, Requirements Analysis, Data Modeling, Solaris, Electronic Trading, Informatica, PL/SQL, DB2, Perl, Unix Shell Scripting
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics with concentration in Finance
Rutgers, The State University of New Jersey-New Brunswick
BS, Computer Science
Stevens Institute of Technology
MS, Information Management
Brown Brothers Harriman 2007 - Present
BlackRock 2006 - 2007
Merrill Lynch Investment Managers 2001 - 2006
Skills
Autosys, Unix, Trading Systems, SDLC, ETL, Weblogic, Disaster Recovery, Oracle, Microsoft SQL Server, Data Warehousing, SQL, Vendor Management, Sybase, Requirements Analysis, Data Modeling, Solaris, Electronic Trading, Informatica, PL/SQL, DB2, Perl, Unix Shell Scripting
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics with concentration in Finance
Rutgers, The State University of New Jersey-New Brunswick
BS, Computer Science
Stevens Institute of Technology
MS, Information Management
Kerin Rausch's Brown Brothers Harriman Experience December 2010 - Present
Job Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman December 2010 - Present
Brown Brothers Harriman July 2005 - December 2010
Brown Brothers Harriman June 1994 - July 2005
Skills
Securities, Risk Management, Investment Management, Corporate Governance, Series 7, Series 24, FINRA, Bloomberg, Asset Managment, Mutual Funds
Education
Saint Anselm College 1990 — 1994
Bachelors of Arts, Fine Arts
Brown Brothers Harriman December 2010 - Present
Brown Brothers Harriman July 2005 - December 2010
Brown Brothers Harriman June 1994 - July 2005
Skills
Securities, Risk Management, Investment Management, Corporate Governance, Series 7, Series 24, FINRA, Bloomberg, Asset Managment, Mutual Funds
Education
Saint Anselm College 1990 — 1994
Bachelors of Arts, Fine Arts
Jason Meyer's Brown Brothers Harriman Experience June 1997 - September 2000
Job Executive Director, Portfolio Manager at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2015 - Present
JP Morgan Private Bank November 2010 - April 2015
Merrill Lynch February 2008 - November 2010
UBS January 2005 - 2008
Mclaughlin, Piven, Vogel Securities February 2002 - January 2005
Morgan Stanley September 2000 - November 2001
Brown Brothers Harriman June 1997 - September 2000
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Labor Relations / Economics
Morgan Stanley Private Wealth Management April 2015 - Present
JP Morgan Private Bank November 2010 - April 2015
Merrill Lynch February 2008 - November 2010
UBS January 2005 - 2008
Mclaughlin, Piven, Vogel Securities February 2002 - January 2005
Morgan Stanley September 2000 - November 2001
Brown Brothers Harriman June 1997 - September 2000
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Labor Relations / Economics
Courtney Russell's Brown Brothers Harriman Experience June 2008 - Present
Job Lead Corporate Actions Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2008 - Present
Skills
Investments, Corporate Actions, Bloomberg, Equities, Securities, Financial Services, Global Custody, Mutual Funds, SWIFT Messaging, Capital Markets, Financial Analysis, Microsoft Excel, Banking, Customer Service, Derivatives, Hedge Funds, Fixed Income, Microsoft Office
Education
HHS
Salem State College
Brown Brothers Harriman June 2008 - Present
Skills
Investments, Corporate Actions, Bloomberg, Equities, Securities, Financial Services, Global Custody, Mutual Funds, SWIFT Messaging, Capital Markets, Financial Analysis, Microsoft Excel, Banking, Customer Service, Derivatives, Hedge Funds, Fixed Income, Microsoft Office
Education
HHS
Salem State College
Renee Hazekamp's Brown Brothers Harriman Experience May 1996 - July 1999
Job IT Tech Lead/Performance Reporting at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney August 2010 - Present
UBS Wealth Management July 1999 - July 2008
Brown Brothers Harriman May 1996 - July 1999
Skills
DB2, COBOL, CICS, JCL, Change Management, VSAM, Stored Procedures, Performance Reporting, Visio
Education
The CHUBB Institute of Technology 1996 — 1998
Programming Certificate
Rutgers, The State University of New Jersey-Newark 1991 — 1995
Bachelor of Science (BS)
Morgan Stanley Smith Barney August 2010 - Present
UBS Wealth Management July 1999 - July 2008
Brown Brothers Harriman May 1996 - July 1999
Skills
DB2, COBOL, CICS, JCL, Change Management, VSAM, Stored Procedures, Performance Reporting, Visio
Education
The CHUBB Institute of Technology 1996 — 1998
Programming Certificate
Rutgers, The State University of New Jersey-Newark 1991 — 1995
Bachelor of Science (BS)
Tim Stratford's Brown Brothers Harriman Experience March 2001 - June 2005
Job Vice President, Clinical Payer Solutions at Optum
Industry Hospital & Health Care
Experience
Optum February 2013 - Present
OPTUMInsight (formerly Ingenix) January 2010 - March 2013
Ingenix June 2005 - May 2010
Brown Brothers Harriman March 2001 - June 2005
ONEWORLD Software Solutions June 2000 - January 2001
Skills
Analytics, Business Analysis, CRM, HIPAA, Health Insurance, Healthcare, Healthcare Information..., IT Strategy, Managed Care, Process Improvement, Program Management, Project Management, SDLC, SaaS, Solution Selling
Education
Saint Michael's College 1996 — 2000
Optum February 2013 - Present
OPTUMInsight (formerly Ingenix) January 2010 - March 2013
Ingenix June 2005 - May 2010
Brown Brothers Harriman March 2001 - June 2005
ONEWORLD Software Solutions June 2000 - January 2001
Skills
Analytics, Business Analysis, CRM, HIPAA, Health Insurance, Healthcare, Healthcare Information..., IT Strategy, Managed Care, Process Improvement, Program Management, Project Management, SDLC, SaaS, Solution Selling
Education
Saint Michael's College 1996 — 2000
Jessica Brodie's Brown Brothers Harriman Experience August 1998 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 1998 - Present
Education
Saint Michael's College 1994 — 1998
Bachelor of Science, Major: Business Administration Minor: English
Brown Brothers Harriman August 1998 - Present
Education
Saint Michael's College 1994 — 1998
Bachelor of Science, Major: Business Administration Minor: English
Doug Pope's Brown Brothers Harriman Experience June 1997 - November 1998
Job Director at International Securities Exchange
Industry Financial Services
Experience
International Securities Exchange May 2007 - Present
KPMG February 2001 - May 2007
Bear Stearns December 1998 - February 2001
Brown Brothers Harriman June 1997 - November 1998
Education
Seton Hall University
B.S., School of Business, Management Information Systems
Rutgers University
Mini-MBA Certificate, Business Essentials
International Securities Exchange May 2007 - Present
KPMG February 2001 - May 2007
Bear Stearns December 1998 - February 2001
Brown Brothers Harriman June 1997 - November 1998
Education
Seton Hall University
B.S., School of Business, Management Information Systems
Rutgers University
Mini-MBA Certificate, Business Essentials
Irish Tan's Brown Brothers Harriman Experience June 2007 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman June 2007 - Present
Skills
Investments, Finance, Bloomberg, Fixed Income
Education
Rutgers University-New Brunswick
Brown Brothers Harriman June 2007 - Present
Skills
Investments, Finance, Bloomberg, Fixed Income
Education
Rutgers University-New Brunswick
Chris Mattia's Brown Brothers Harriman Experience May 2005 - December 2007
Job Asst Vice President Client Service Manager, State Street
Industry Financial Services
Experience
State Street August 2013 - Present
State Street Global Advisors June 2012 - August 2013
Bank of New York Mellon December 2007 - May 2012
Brown Brothers Harriman May 2005 - December 2007
Mellon Financial June 2004 - May 2005
Mellon Financial June 2003 - June 2004
Mellon Financial November 2001 - June 2003
Skills
Client Services, Relationship Management, Sales, Sales Presentations, Sales Presentation..., Public Speaking, Banking Relationships, Project Management, Investment Operations, Fund Accounting, Securities, Corporate Actions, Bloomberg, Conversion Optimization, Investments, Financial Services, Alternative Investments, Leadership, Management
Education
Saint Anselm College 1997 — 2001
Bachelors, Business
Marian High School 1993 — 1997
State Street August 2013 - Present
State Street Global Advisors June 2012 - August 2013
Bank of New York Mellon December 2007 - May 2012
Brown Brothers Harriman May 2005 - December 2007
Mellon Financial June 2004 - May 2005
Mellon Financial June 2003 - June 2004
Mellon Financial November 2001 - June 2003
Skills
Client Services, Relationship Management, Sales, Sales Presentations, Sales Presentation..., Public Speaking, Banking Relationships, Project Management, Investment Operations, Fund Accounting, Securities, Corporate Actions, Bloomberg, Conversion Optimization, Investments, Financial Services, Alternative Investments, Leadership, Management
Education
Saint Anselm College 1997 — 2001
Bachelors, Business
Marian High School 1993 — 1997
Dan Ehrlich's Brown Brothers Harriman Experience June 1999 - March 2007
Job Associate Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets October 2014 - Present
Barclays Capital August 2010 - October 2014
Citi March 2007 - August 2010
Brown Brothers Harriman June 1999 - March 2007
Education
Stevens Institute of Technology 2001 — 2004
MS, Management
Rutgers University-New Brunswick 1995 — 1999
BS
RBC Capital Markets October 2014 - Present
Barclays Capital August 2010 - October 2014
Citi March 2007 - August 2010
Brown Brothers Harriman June 1999 - March 2007
Education
Stevens Institute of Technology 2001 — 2004
MS, Management
Rutgers University-New Brunswick 1995 — 1999
BS
Jennifer Scutti's Brown Brothers Harriman Experience September 1989 - September 1991
Job Partner at ScuraPaley Securities LLC
Industry Financial Services
Experience
ScuraPaley Securities LLC April 2014 - Present
Sidoti & Company LLC May 2003 - March 2014
CIBC World Markets March 2001 - March 2003
Prudential Securities September 1993 - February 2001
Shearson Lehman Brothers, Inc 1991 - 1993
Brown Brothers Harriman September 1989 - September 1991
Skills
Series 7, Equity Research, Securities, Series 63, Valuation, Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Investments, Fixed Income, ETFs, Series 86, Series 87, Wall Street Journal..., Alternative Investments, Financial Services, Equity Valuation, FINRA
Education
Rutgers University-New Brunswick 1990 — 1994
MBA, Finance
University of Delaware 1985 — 1989
BAAS, Communicaton
ScuraPaley Securities LLC April 2014 - Present
Sidoti & Company LLC May 2003 - March 2014
CIBC World Markets March 2001 - March 2003
Prudential Securities September 1993 - February 2001
Shearson Lehman Brothers, Inc 1991 - 1993
Brown Brothers Harriman September 1989 - September 1991
Skills
Series 7, Equity Research, Securities, Series 63, Valuation, Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Investments, Fixed Income, ETFs, Series 86, Series 87, Wall Street Journal..., Alternative Investments, Financial Services, Equity Valuation, FINRA
Education
Rutgers University-New Brunswick 1990 — 1994
MBA, Finance
University of Delaware 1985 — 1989
BAAS, Communicaton
Jamie Flack's Brown Brothers Harriman Experience June 2013 - September 2013
Job Founder, Owner at Rustique
Industry Law Practice
Experience
Rustique September 2014 - Present
Brown Brothers Harriman June 2013 - September 2013
Skills
Legal Writing, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Westlaw, Legal Research, Research, Courts, Public Speaking, Social Media, Fundraising, Government, Outlook, Event Planning, Nonprofits
Education
Villanova University School of Law 2011 — 2014
Juris Doctor
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
B.S., Business, Management, Marketing, and Related Support Services
Rustique September 2014 - Present
Brown Brothers Harriman June 2013 - September 2013
Skills
Legal Writing, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Westlaw, Legal Research, Research, Courts, Public Speaking, Social Media, Fundraising, Government, Outlook, Event Planning, Nonprofits
Education
Villanova University School of Law 2011 — 2014
Juris Doctor
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
B.S., Business, Management, Marketing, and Related Support Services
Meghan Sullivan-Powers's Brown Brothers Harriman Experience June 2007 - December 2014
Job Corporate Actions, Brown Brothers and Harriman
Industry Banking
Experience
Brown Brothers Harriman June 2007 - December 2014
Ann Taylor Loft June 2003 - October 2012
Ann Taylor Retail August 2006 - June 2007
Skills
Microsoft Excel, Bloomberg
Education
Sacred Heart University 2002 — 2007
Bachelor, Environmental Science
Brown Brothers Harriman June 2007 - December 2014
Ann Taylor Loft June 2003 - October 2012
Ann Taylor Retail August 2006 - June 2007
Skills
Microsoft Excel, Bloomberg
Education
Sacred Heart University 2002 — 2007
Bachelor, Environmental Science
Anna Yankelevich's Brown Brothers Harriman Experience January 2013 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman 2004 - 2010
Goldman Sachs 1998 - 2004
Skills
AML, KYC, USA PATRIOT Act, Project Management
Education
NYU Stern School of Business 2001 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman 2004 - 2010
Goldman Sachs 1998 - 2004
Skills
AML, KYC, USA PATRIOT Act, Project Management
Education
NYU Stern School of Business 2001 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Michael Brainerd's Brown Brothers Harriman Experience August 2005 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2005 - Present
Skills
Management, Financial Analysis, Investments, Bloomberg, Securities, Equities, Financial Services, Mutual Funds
Education
Saint Michael's College 1997 — 2001
Business Administration
Brown Brothers Harriman August 2005 - Present
Skills
Management, Financial Analysis, Investments, Bloomberg, Securities, Equities, Financial Services, Mutual Funds
Education
Saint Michael's College 1997 — 2001
Business Administration
Richard Kelleher's Brown Brothers Harriman Experience May 1997 - May 2000
Job Software Developer at Saker Shoprites, Inc.
Industry Computer Software
Experience
Saker Shoprites, Inc. June 2011 - Present
L3 Communications, C2S2 March 2005 - April 2011
AIG May 2000 - March 2005
Brown Brothers Harriman May 1997 - May 2000
Skills
Servers, Active Directory, Microsoft SQL Server, Software Development, SQL, Networking, System Administration
Education
Saint Peter's University 1993 — 1997
BS, Computer Science
Saker Shoprites, Inc. June 2011 - Present
L3 Communications, C2S2 March 2005 - April 2011
AIG May 2000 - March 2005
Brown Brothers Harriman May 1997 - May 2000
Skills
Servers, Active Directory, Microsoft SQL Server, Software Development, SQL, Networking, System Administration
Education
Saint Peter's University 1993 — 1997
BS, Computer Science
Sunnaret Eang's Brown Brothers Harriman Experience August 2009 - April 2014
Job Associate Wealth Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
Brown Brothers Harriman August 2009 - April 2014
Merrill Lynch May 2008 - August 2009
Skills
Bloomberg, Bloomberg Terminal, Customer Service, Economics, Finance, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Excel, Portfolio Management, PowerPoint, Valuation, Asset Management, Mutual Funds, Wealth Management
Education
Rutgers Graduate Business School 2012 — 2015
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelors, Economics
BNY Mellon April 2014 - Present
Brown Brothers Harriman August 2009 - April 2014
Merrill Lynch May 2008 - August 2009
Skills
Bloomberg, Bloomberg Terminal, Customer Service, Economics, Finance, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Excel, Portfolio Management, PowerPoint, Valuation, Asset Management, Mutual Funds, Wealth Management
Education
Rutgers Graduate Business School 2012 — 2015
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelors, Economics
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
Albert H. Cheng's Brown Brothers Harriman Experience 1993 - 1998
Job Risk and Data Analyst at Janus Capital Group
Industry Investment Banking
Experience
Janus Capital Group March 2015 - Present
HBHC Opportunity Fund - Hardee Bros LLC August 2013 - February 2015
Atlantic Asset Management April 2002 - August 2013
LAB Econometric LLC / Atlantic Macro-Economic Fund January 2001 - November 2009
Geofin, LLC 2001 - 2002
GE Capital - FGIC 1998 - 2001
Brown Brothers Harriman 1993 - 1998
Bloomberg LP 1988 - 1993
Skills
Fixed Income, Financial Markets, Alternative Investments, Rates, Management, Prime Brokerage, Capital Markets, Bonds, FX Options, Commodity, Securities, Operational Risk, Trading, Investment Banking, Equity Derivatives, Equities, Financial Services, Options, Credit Derivatives, Financial Risk, Hedge Funds, Corporate Finance, Electronic Trading, Asset Management, Risk Management, Private Banking, Financial Modeling, Asset Managment, Bloomberg, Structured Products, Negotiation, Investments, Finance, Portfolio Management, Marketing, Equity Research, Financial Analysis, Valuation, Mergers & Acquisitions, Equity Trading, Wealth Management, Swaps, Emerging Markets, Market Risk, Fund Of Funds, Series 7, New Business Development, Derivatives, Asset Allocation, Private Equity
Education
University of Connecticut-Stamford
Master of Business Administration (MBA), Finance and Administration
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Animal Sciences and Physiology
Janus Capital Group March 2015 - Present
HBHC Opportunity Fund - Hardee Bros LLC August 2013 - February 2015
Atlantic Asset Management April 2002 - August 2013
LAB Econometric LLC / Atlantic Macro-Economic Fund January 2001 - November 2009
Geofin, LLC 2001 - 2002
GE Capital - FGIC 1998 - 2001
Brown Brothers Harriman 1993 - 1998
Bloomberg LP 1988 - 1993
Skills
Fixed Income, Financial Markets, Alternative Investments, Rates, Management, Prime Brokerage, Capital Markets, Bonds, FX Options, Commodity, Securities, Operational Risk, Trading, Investment Banking, Equity Derivatives, Equities, Financial Services, Options, Credit Derivatives, Financial Risk, Hedge Funds, Corporate Finance, Electronic Trading, Asset Management, Risk Management, Private Banking, Financial Modeling, Asset Managment, Bloomberg, Structured Products, Negotiation, Investments, Finance, Portfolio Management, Marketing, Equity Research, Financial Analysis, Valuation, Mergers & Acquisitions, Equity Trading, Wealth Management, Swaps, Emerging Markets, Market Risk, Fund Of Funds, Series 7, New Business Development, Derivatives, Asset Allocation, Private Equity
Education
University of Connecticut-Stamford
Master of Business Administration (MBA), Finance and Administration
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Animal Sciences and Physiology
Charlene Farrell's Brown Brothers Harriman Experience July 2006 - Present
Job Banking Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2006 - Present
Education
Sacred Heart University 2001 — 2005
BS, Business Management
Brown Brothers Harriman July 2006 - Present
Education
Sacred Heart University 2001 — 2005
BS, Business Management
Thomas Horan's Brown Brothers Harriman Experience 1991 - 2000
Job Vice President at State Street
Industry Financial Services
Experience
State Street September 2000 - Present
Brown Brothers Harriman 1991 - 2000
Skills
PMP, PMP certified, Lean Tools, Lean Software..., Global Deployment, ETFs, Derivatives, OTC, Mutual Funds, Requirements Analysis, Straight Through..., Business Transformation, Transaction Management, Financial Services, Coaching, Lean Principles, Trading, Fixed Income, Business Analysis, Equities, Fund Accounting, Risk Management, Investments, Back Office, SDLC, Securities, Vendor Management, Management
Education
Suffolk University - Sawyer Business School 1998 — 2001
MBA
Saint Anselm College 1987 — 1991
BS, Finance Econ
State Street September 2000 - Present
Brown Brothers Harriman 1991 - 2000
Skills
PMP, PMP certified, Lean Tools, Lean Software..., Global Deployment, ETFs, Derivatives, OTC, Mutual Funds, Requirements Analysis, Straight Through..., Business Transformation, Transaction Management, Financial Services, Coaching, Lean Principles, Trading, Fixed Income, Business Analysis, Equities, Fund Accounting, Risk Management, Investments, Back Office, SDLC, Securities, Vendor Management, Management
Education
Suffolk University - Sawyer Business School 1998 — 2001
MBA
Saint Anselm College 1987 — 1991
BS, Finance Econ
Christopher Hagan's Brown Brothers Harriman Experience 1997 - 1999
Job Vice President at Adviser Investments
Industry Financial Services
Experience
Adviser Investments 2009 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
UBS PaineWebber 2002 - 2003
Standish Mellon Asset Management May 2001 - August 2002
Brown Brothers Harriman 1997 - 1999
Skills
Mutual Funds, Investments, Equities, Retirement Planning, Business Development, FINRA, Product Management, CRM, Relationship Management, Management, Series 7, Series 65, Series 63, Asset Allocation, Sales, Asset Managment, Financial Analysis, Municipal Bonds, MBA
Education
University of San Francisco - School of Management 2004 — 2005
MBA, Management
Saint Michael's College 1993 — 1997
BA, English, Philosophy
Needham High School
Adviser Investments 2009 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
UBS PaineWebber 2002 - 2003
Standish Mellon Asset Management May 2001 - August 2002
Brown Brothers Harriman 1997 - 1999
Skills
Mutual Funds, Investments, Equities, Retirement Planning, Business Development, FINRA, Product Management, CRM, Relationship Management, Management, Series 7, Series 65, Series 63, Asset Allocation, Sales, Asset Managment, Financial Analysis, Municipal Bonds, MBA
Education
University of San Francisco - School of Management 2004 — 2005
MBA, Management
Saint Michael's College 1993 — 1997
BA, English, Philosophy
Needham High School
Rajeeta Karamchandani's Brown Brothers Harriman Experience June 2015 - Present
Job
Industry Information Technology and Services
Experience
Brown Brothers Harriman June 2015 - Present
JPMorgan Chase May 2013 - June 2015
Capgemini Consulting April 2012 - May 2013
Cognizant Technology Solutions January 2011 - April 2012
Various consultancy roles September 2008 - January 2011
JPMorgan Chase March 2006 - December 2008
Lehman Brothers 2005 - 2006
Hey Anita 2001 - 2003
Skills
SDLC, Testing, Project Management, User Acceptance Testing, Business Analysis, Management, Software Documentation, Analysis, Data Migration, actimize, Mantas, Anti Money Laundering, KYC, Risk assesment, SQL, Financial Services, Data Analysis, Consulting, Software Project..., Requirements Analysis, Vendor Management, Agile Methodologies, Requirements Gathering
Education
Saginaw Valley State University 2003 — 2005
Bachelor's degree
Brown Brothers Harriman June 2015 - Present
JPMorgan Chase May 2013 - June 2015
Capgemini Consulting April 2012 - May 2013
Cognizant Technology Solutions January 2011 - April 2012
Various consultancy roles September 2008 - January 2011
JPMorgan Chase March 2006 - December 2008
Lehman Brothers 2005 - 2006
Hey Anita 2001 - 2003
Skills
SDLC, Testing, Project Management, User Acceptance Testing, Business Analysis, Management, Software Documentation, Analysis, Data Migration, actimize, Mantas, Anti Money Laundering, KYC, Risk assesment, SQL, Financial Services, Data Analysis, Consulting, Software Project..., Requirements Analysis, Vendor Management, Agile Methodologies, Requirements Gathering
Education
Saginaw Valley State University 2003 — 2005
Bachelor's degree
Sue Rim-An's Brown Brothers Harriman Experience September 2007 - March 2014
Job AML Compliance at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2014 - Present
Brown Brothers Harriman September 2007 - March 2014
UBS Investment Bank 2006 - 2007
Bear Stearns 2002 - 2005
Bear Stearns 1992 - 2002
Skills
AML, Economic Sanctions, Financial Crimes..., Organizational..., Risk Management, Team Leadership, Project Management, Fortent/Actimize System, Mantas, FINRA, Securities, Trading, Fixed Income, Prime Brokerage, Capital Markets, Investment Banking, Hedge Funds, Series 63, Series 9, Series 7, Series 10, Anti Money Laundering, Banking, Equities, Financial Services
Education
Rutgers University-New Brunswick 1989 — 1992
BA, Political Science
Credit Suisse March 2014 - Present
Brown Brothers Harriman September 2007 - March 2014
UBS Investment Bank 2006 - 2007
Bear Stearns 2002 - 2005
Bear Stearns 1992 - 2002
Skills
AML, Economic Sanctions, Financial Crimes..., Organizational..., Risk Management, Team Leadership, Project Management, Fortent/Actimize System, Mantas, FINRA, Securities, Trading, Fixed Income, Prime Brokerage, Capital Markets, Investment Banking, Hedge Funds, Series 63, Series 9, Series 7, Series 10, Anti Money Laundering, Banking, Equities, Financial Services
Education
Rutgers University-New Brunswick 1989 — 1992
BA, Political Science
Patrick Tully's Brown Brothers Harriman Experience January 2009 - February 2012
Job Product Analyst at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management May 2014 - Present
Natixis Global Asset Management February 2012 - May 2014
Brown Brothers Harriman January 2009 - February 2012
Brown Brothers Harriman May 2008 - January 2009
Skills
Mutual Funds, Securities, Fund Accounting, Bloomberg, Derivatives, Financial Reporting, Financial Services, Asset Managment, SEC filings, Valuation, Risk Management, Accounting, Financial Statements, Microsoft Excel
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts (BA), Business
Natixis Global Asset Management May 2014 - Present
Natixis Global Asset Management February 2012 - May 2014
Brown Brothers Harriman January 2009 - February 2012
Brown Brothers Harriman May 2008 - January 2009
Skills
Mutual Funds, Securities, Fund Accounting, Bloomberg, Derivatives, Financial Reporting, Financial Services, Asset Managment, SEC filings, Valuation, Risk Management, Accounting, Financial Statements, Microsoft Excel
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts (BA), Business
Benjamin Easow's Brown Brothers Harriman Experience 1994 - 1996
Job Investment Management Professional
Industry Investment Management
Experience
SUMPURA June 2011 - Present
Northern Trust Global Investments 1999 - 2009
Salomon Smith Barney 1996 - 1999
Brown Brothers Harriman 1994 - 1996
Skills
Investments, Equities, Financial Markets, Alternative Investments, Financial Modeling, Equity Research, Derivatives, Bloomberg, Portfolio Management, Asset Management, Hedge Funds, Options, Asset Allocation, Fixed Income, Investment Management, Valuation
Education
Rutgers University-New Brunswick
BA, Economics
SUMPURA June 2011 - Present
Northern Trust Global Investments 1999 - 2009
Salomon Smith Barney 1996 - 1999
Brown Brothers Harriman 1994 - 1996
Skills
Investments, Equities, Financial Markets, Alternative Investments, Financial Modeling, Equity Research, Derivatives, Bloomberg, Portfolio Management, Asset Management, Hedge Funds, Options, Asset Allocation, Fixed Income, Investment Management, Valuation
Education
Rutgers University-New Brunswick
BA, Economics
Shailesh D. Kshatriya, CFA's Brown Brothers Harriman Experience March 1999 - May 2005
Job Director, Canadian Strategies at Russell Investments
Industry Investment Management
Experience
Russell Investments January 2008 - Present
Russell Investments June 2005 - January 2008
Brown Brothers Harriman March 1999 - May 2005
Buck Consultants June 1998 - March 1999
Skills
Capital Markets, Investment Strategies, Asset Allocation, Analysis, Alternative Investments, Fixed Income, Mutual Funds, Portfolio Management, Equities, Investment Management, Economic Research, Investments, Wealth Management, Bloomberg, Asset Management, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1998
B.S., Finance, with honors
Russell Investments January 2008 - Present
Russell Investments June 2005 - January 2008
Brown Brothers Harriman March 1999 - May 2005
Buck Consultants June 1998 - March 1999
Skills
Capital Markets, Investment Strategies, Asset Allocation, Analysis, Alternative Investments, Fixed Income, Mutual Funds, Portfolio Management, Equities, Investment Management, Economic Research, Investments, Wealth Management, Bloomberg, Asset Management, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1998
B.S., Finance, with honors
Michele Garcia, SHRM -SCP, CEBS's Brown Brothers Harriman Experience August 2014 - Present
Job Vice President, Talent Acquisition Manager at Brown Brothers Harriman
Industry Legal Services
Experience
Brown Brothers Harriman August 2014 - Present
Bracebridge Capital, LLC May 2013 - August 2014
Bingham McCutchen LLP October 2007 - May 2013
Harvard Management Company 2000 - October 2007
Skills
Employee Relations, Talent Management, Talent Acquisition, Onboarding, Succession Planning, Employee Engagement, Training, Management, FMLA, Employment Law, Strategic Planning, Mergers & Acquisitions, Human Resources, Team Building, Benefits Administration, Organizational..., Recruiting, HRIS, Leadership, Performance Management, Interviews, Employee Benefits, Deferred Compensation, Applicant Tracking..., Labor Relations, Workforce Planning, College Recruiting, Employer Branding, Legal Compliance, Organizational Design, Temporary Placement, Organizational..., Hiring, Health & Welfare...
Education
Saint Bonaventure University 1989 — 1993
Bachelor of Science (B.S.), Journalism
Brown Brothers Harriman August 2014 - Present
Bracebridge Capital, LLC May 2013 - August 2014
Bingham McCutchen LLP October 2007 - May 2013
Harvard Management Company 2000 - October 2007
Skills
Employee Relations, Talent Management, Talent Acquisition, Onboarding, Succession Planning, Employee Engagement, Training, Management, FMLA, Employment Law, Strategic Planning, Mergers & Acquisitions, Human Resources, Team Building, Benefits Administration, Organizational..., Recruiting, HRIS, Leadership, Performance Management, Interviews, Employee Benefits, Deferred Compensation, Applicant Tracking..., Labor Relations, Workforce Planning, College Recruiting, Employer Branding, Legal Compliance, Organizational Design, Temporary Placement, Organizational..., Hiring, Health & Welfare...
Education
Saint Bonaventure University 1989 — 1993
Bachelor of Science (B.S.), Journalism
Meredith Tipping's Brown Brothers Harriman Experience December 2010 - May 2012
Job General Manager and Business Development at the Boston Sail Loft
Industry Hospitality
Experience
The Boston Sail Loft June 2012 - Present
Brown Brothers Harriman December 2010 - May 2012
Brown Brothers Harriman July 2008 - May 2012
Skills
Securities, Bloomberg, Financial Analysis, Financial Services, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Microsoft Word, Analysis, Customer Service, Outlook, Finance, Banking, Accounting
Education
Saint Joseph's University 2004 — 2008
B.A., International Relations
Dana Hall 2000 — 2004
The Boston Sail Loft June 2012 - Present
Brown Brothers Harriman December 2010 - May 2012
Brown Brothers Harriman July 2008 - May 2012
Skills
Securities, Bloomberg, Financial Analysis, Financial Services, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Microsoft Word, Analysis, Customer Service, Outlook, Finance, Banking, Accounting
Education
Saint Joseph's University 2004 — 2008
B.A., International Relations
Dana Hall 2000 — 2004
Karishma Jhaveri's Brown Brothers Harriman Experience January 2012 - June 2014
Job Business Analyst at AIG
Industry Financial Services
Experience
AIG June 2014 - Present
Brown Brothers Harriman January 2012 - June 2014
Brown Brothers Harriman June 2010 - January 2012
Sony Music Entertainment June 2009 - August 2009
Citi June 2008 - January 2009
Skills
Mutual Funds, Finance, Bloomberg, Account Reconciliation, Financial Services, Microsoft Excel, Portfolio Management, Trading, Lotus Notes, Microsoft Office, DTC, Euroclear, FED, Python, SharePoint, Crystal Ball, PMO, Data Mining, R, Data Science
Education
Stevens Institute of Technology 2015 — 2016
Masters in Engineering Management
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BA, Economics and Political Science
AIG June 2014 - Present
Brown Brothers Harriman January 2012 - June 2014
Brown Brothers Harriman June 2010 - January 2012
Sony Music Entertainment June 2009 - August 2009
Citi June 2008 - January 2009
Skills
Mutual Funds, Finance, Bloomberg, Account Reconciliation, Financial Services, Microsoft Excel, Portfolio Management, Trading, Lotus Notes, Microsoft Office, DTC, Euroclear, FED, Python, SharePoint, Crystal Ball, PMO, Data Mining, R, Data Science
Education
Stevens Institute of Technology 2015 — 2016
Masters in Engineering Management
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BA, Economics and Political Science
Dana Kraml's Brown Brothers Harriman Experience January 2005 - August 2010
Job Compensation Executive at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2013 - Present
JPMorgan Chase September 2010 - March 2013
Brown Brothers Harriman January 2005 - August 2010
Mercer Human Resource Consulting May 2001 - December 2004
Deutsche Bank August 1999 - May 2001
Education
Rutgers University-New Brunswick
MS, Human Resources Management
Trenton State College
BA, Psychology
JPMorgan Chase March 2013 - Present
JPMorgan Chase September 2010 - March 2013
Brown Brothers Harriman January 2005 - August 2010
Mercer Human Resource Consulting May 2001 - December 2004
Deutsche Bank August 1999 - May 2001
Education
Rutgers University-New Brunswick
MS, Human Resources Management
Trenton State College
BA, Psychology
Ned McKinnie's Brown Brothers Harriman Experience April 2011 - November 2011
Job Business Analyst at Orion Health
Industry Information Technology and Services
Experience
Orion Health November 2013 - Present
EMC December 2011 - November 2013
Brown Brothers Harriman April 2011 - November 2011
JP Morgan Chase June 2008 - May 2010
State Street Bank September 2006 - May 2008
Comcast June 2005 - August 2006
American Water October 2001 - June 2005
Skills
SDLC, Visio, Business Analysis, ITIL v3 Foundations..., SQL, Visual Basic, Business Intelligence, Data Analysis, Databases, Microsoft Excel, Access, Systems Analysis, PL/SQL, Reporting & Analysis, Workflow, Requirements Analysis, Project Management, SharePoint, Business Requirements, Requirements Gathering, ITIL, Vendor Management
Education
Rutgers University – Camden 1996 — 1998
Bachelors, Economics
Roosevelt High School
Strayer University
MBA, Management
Orion Health November 2013 - Present
EMC December 2011 - November 2013
Brown Brothers Harriman April 2011 - November 2011
JP Morgan Chase June 2008 - May 2010
State Street Bank September 2006 - May 2008
Comcast June 2005 - August 2006
American Water October 2001 - June 2005
Skills
SDLC, Visio, Business Analysis, ITIL v3 Foundations..., SQL, Visual Basic, Business Intelligence, Data Analysis, Databases, Microsoft Excel, Access, Systems Analysis, PL/SQL, Reporting & Analysis, Workflow, Requirements Analysis, Project Management, SharePoint, Business Requirements, Requirements Gathering, ITIL, Vendor Management
Education
Rutgers University – Camden 1996 — 1998
Bachelors, Economics
Roosevelt High School
Strayer University
MBA, Management
Lindsay McFadden's Brown Brothers Harriman Experience May 2006 - September 2011
Job Client Reporting Analyst Wellington Managment LLC
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Brown Brothers Harriman May 2006 - September 2011
Investors Bank & Trust November 2004 - May 2006
Skills
Mutual Funds
Education
Saint Joseph's College 2000 — 2004
B.S, Bussiness Managment
Wellington Management October 2011 - Present
Brown Brothers Harriman May 2006 - September 2011
Investors Bank & Trust November 2004 - May 2006
Skills
Mutual Funds
Education
Saint Joseph's College 2000 — 2004
B.S, Bussiness Managment
Carol Bautista Pangilinan's Brown Brothers Harriman Experience 1976 - 1990
Job Senior Securities Accountant at Loews Corporation
Industry Financial Services
Experience
Loews Corporation July 2004 - Present
Nyack Hospital May 2001 - April 2004
Hudson United Bank August 1998 - May 2001
Goldman Sachs Asset Management 1990 - 1997
Brown Brothers Harriman 1976 - 1990
Skills
Accounting, Cash Flow, Fixed Income, Investments, Portfolio Management, Securities, Bonds, Trading, Financial Analysis, Financial Modeling, Asset Management, Risk Management, Equities, Funding, Financial Services, Investment Management
Education
Saint Theresa College
BSC, Accounting/Finance- CPA
Loews Corporation July 2004 - Present
Nyack Hospital May 2001 - April 2004
Hudson United Bank August 1998 - May 2001
Goldman Sachs Asset Management 1990 - 1997
Brown Brothers Harriman 1976 - 1990
Skills
Accounting, Cash Flow, Fixed Income, Investments, Portfolio Management, Securities, Bonds, Trading, Financial Analysis, Financial Modeling, Asset Management, Risk Management, Equities, Funding, Financial Services, Investment Management
Education
Saint Theresa College
BSC, Accounting/Finance- CPA
Lodeika Vega's Brown Brothers Harriman Experience April 2000 - October 2014
Job Application Security Administrator
Industry Higher Education
Experience
Valencia College November 2014 - Present
Brown Brothers Harriman April 2000 - October 2014
Brown Brothers Harriman May 1998 - April 2000
Menlo Postal Logistics September 1997 - April 1998
Skills
IT Audit, Lotus Notes, Risk Assessment, Security, Vendor Management, Vulnerability Management, Information Security, Information Security..., Sybase, Business Continuity, SQL, Windows, Risk Management, Disaster Recovery, Governance, Network Security, System Administration, IT Management, Information Technology, Requirements Analysis, CISSP, Access, Incident Management, Identity Management, User Acceptance Testing, Enterprise Risk..., IT Strategy, SDLC
Education
Rutgers University 1993 — 1996
BA, Psychology/Criminal Justice
University of Miami 1989 — 1990
Legal Studies
Valencia College November 2014 - Present
Brown Brothers Harriman April 2000 - October 2014
Brown Brothers Harriman May 1998 - April 2000
Menlo Postal Logistics September 1997 - April 1998
Skills
IT Audit, Lotus Notes, Risk Assessment, Security, Vendor Management, Vulnerability Management, Information Security, Information Security..., Sybase, Business Continuity, SQL, Windows, Risk Management, Disaster Recovery, Governance, Network Security, System Administration, IT Management, Information Technology, Requirements Analysis, CISSP, Access, Incident Management, Identity Management, User Acceptance Testing, Enterprise Risk..., IT Strategy, SDLC
Education
Rutgers University 1993 — 1996
BA, Psychology/Criminal Justice
University of Miami 1989 — 1990
Legal Studies
Brian Mackie's Brown Brothers Harriman Experience September 2011 - Present
Job Assistant Vice President Team Leader Central Pricing at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2011 - Present
Brown Brothers Harriman May 2006 - September 2011
Skills
Management, Client Services, Client Relations, Bloomberg, Fixed Income, Mutual Funds, Equities, Securities, Valuation, Pricing, Hedge Funds, Investments, Derivatives, Financial Services
Education
Suffolk University 2008 — 2011
M.S, International Economics
Salem State University 1997 — 2002
B.S, Finance
Brown Brothers Harriman September 2011 - Present
Brown Brothers Harriman May 2006 - September 2011
Skills
Management, Client Services, Client Relations, Bloomberg, Fixed Income, Mutual Funds, Equities, Securities, Valuation, Pricing, Hedge Funds, Investments, Derivatives, Financial Services
Education
Suffolk University 2008 — 2011
M.S, International Economics
Salem State University 1997 — 2002
B.S, Finance
Bert Hartmann's Brown Brothers Harriman Experience June 2008 - June 2011
Job Developer, etc.
Industry Financial Services
Experience
Sharewave May 2014 - Present
Ploonky June 2011 - December 2014
Brown Brothers Harriman June 2008 - June 2011
Rutgers University April 2006 - May 2008
Skills
Unix, C++, Python, JavaScript, SQL, Agile Methodologies, Java, Software Development, Linux, Database Design, XML, Databases, HTML, CSS, Android
Education
Rutgers University-New Brunswick 2004 — 2008
BS, Computer Science, Linguistics
Sharewave May 2014 - Present
Ploonky June 2011 - December 2014
Brown Brothers Harriman June 2008 - June 2011
Rutgers University April 2006 - May 2008
Skills
Unix, C++, Python, JavaScript, SQL, Agile Methodologies, Java, Software Development, Linux, Database Design, XML, Databases, HTML, CSS, Android
Education
Rutgers University-New Brunswick 2004 — 2008
BS, Computer Science, Linguistics
Chrysantha S. Clark's Brown Brothers Harriman Experience 1998 - 2000
Job Financial Advisor
Industry Financial Services
Experience
TIAA-CREF December 2014 - April 2015
Keystone Financial Group May 2013 - June 2014
Bridgewater Advisors Inc. January 2008 - August 2012
Wescott Financial Advisory LLC 2000 - 2008
Brown Brothers Harriman 1998 - 2000
Skills
Investment Advisory, Asset Allocation, Mutual Funds, Alternative Investments, Investments, Investment Management, Wealth Management, Retirement Planning, Fixed Income, Financial Advisory, Investment Strategies, Portfolio Management, Certified Financial..., Series 7, Risk Management, Strategic Financial..., Financial Analysis, Client Contact, Securities, Estate Planning
Education
Saint Joseph's University
B.S., Finance
TIAA-CREF December 2014 - April 2015
Keystone Financial Group May 2013 - June 2014
Bridgewater Advisors Inc. January 2008 - August 2012
Wescott Financial Advisory LLC 2000 - 2008
Brown Brothers Harriman 1998 - 2000
Skills
Investment Advisory, Asset Allocation, Mutual Funds, Alternative Investments, Investments, Investment Management, Wealth Management, Retirement Planning, Fixed Income, Financial Advisory, Investment Strategies, Portfolio Management, Certified Financial..., Series 7, Risk Management, Strategic Financial..., Financial Analysis, Client Contact, Securities, Estate Planning
Education
Saint Joseph's University
B.S., Finance
Joseph Caira's Brown Brothers Harriman Experience June 2008 - December 2010
Job Customer Service Representative at Hampshire First Bank
Industry Banking
Experience
Hampshire First Bank October 2012 - Present
Hampshire First Bank January 2011 - October 2012
Brown Brothers Harriman June 2008 - December 2010
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Portfolio Management, Branch Banking, Risk Management, Cross Selling, Trade Finance, Financial Analysis, Financial Risk, Core Banking, Cash Management, Loan Origination, Finance
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts (BA), Business/Commerce, General
Hampshire First Bank October 2012 - Present
Hampshire First Bank January 2011 - October 2012
Brown Brothers Harriman June 2008 - December 2010
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Portfolio Management, Branch Banking, Risk Management, Cross Selling, Trade Finance, Financial Analysis, Financial Risk, Core Banking, Cash Management, Loan Origination, Finance
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts (BA), Business/Commerce, General
Andrew Ragone's Brown Brothers Harriman Experience November 2008 - April 2010
Job Operational Risk Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Barclays Wealth and Investment Management April 2010 - April 2011
Brown Brothers Harriman November 2008 - April 2010
UBS September 1998 - November 2008
Skills
Operational Risk..., Financial Services, Regulation W, Fiduciary Services, Banking Compliance, Commercial Banking, Trust Services, New Product Approval, Private Banking, Securities, Capital Markets, Banking, Risk Management, Fixed Income, Investment Banking
Education
Saint Peter's University
BS, Accounting and Finance
Morgan Stanley April 2011 - Present
Barclays Wealth and Investment Management April 2010 - April 2011
Brown Brothers Harriman November 2008 - April 2010
UBS September 1998 - November 2008
Skills
Operational Risk..., Financial Services, Regulation W, Fiduciary Services, Banking Compliance, Commercial Banking, Trust Services, New Product Approval, Private Banking, Securities, Capital Markets, Banking, Risk Management, Fixed Income, Investment Banking
Education
Saint Peter's University
BS, Accounting and Finance
Patrick Lockwood's Brown Brothers Harriman Experience October 2000 - Present
Job FX Trader at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2000 - Present
Education
Saint John's University 1993 — 1995
Master of Business Administration (MBA), Finance, General
Saint Peter's University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
Brown Brothers Harriman October 2000 - Present
Education
Saint John's University 1993 — 1995
Master of Business Administration (MBA), Finance, General
Saint Peter's University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
Jean Griffith's Brown Brothers Harriman Experience October 2014 - Present
Job Sr. HR Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman June 1999 - Present
CherryRoad Technologies (Acuent, Inc.) September 1998 - September 1999
Prudential Financial December 1996 - September 1998
Everest Reinsurance November 1990 - December 1996
Skills
Business Analysis, Project Management, Software Project..., Requirements Analysis, Vendor Management, Requirements Gathering, Security, Business Process
Education
Rutgers University-New Brunswick 1987 — 1991
Political Science
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman June 1999 - Present
CherryRoad Technologies (Acuent, Inc.) September 1998 - September 1999
Prudential Financial December 1996 - September 1998
Everest Reinsurance November 1990 - December 1996
Skills
Business Analysis, Project Management, Software Project..., Requirements Analysis, Vendor Management, Requirements Gathering, Security, Business Process
Education
Rutgers University-New Brunswick 1987 — 1991
Political Science
Stephen Oduro's Brown Brothers Harriman Experience
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Financial Analysis, Financial Modeling, Risk Management, Research, Management, Bloomberg, SDLC, Fundraising, Business Analysis, Microsoft Office
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1995
Master of Business Administration (M.B.A.), Computers and Information Systems
Brown Brothers Harriman
Skills
Financial Analysis, Financial Modeling, Risk Management, Research, Management, Bloomberg, SDLC, Fundraising, Business Analysis, Microsoft Office
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1995
Master of Business Administration (M.B.A.), Computers and Information Systems
Nick Klafter's Brown Brothers Harriman Experience May 2004 - March 2008
Job Senior Analyst at Fortress Investment Group
Industry Venture Capital & Private Equity
Experience
Fortress Investment Group March 2008 - Present
Brown Brothers Harriman May 2004 - March 2008
Skills
Equities, Bloomberg, Hedge Funds, Fixed Income, Credit, Capital Markets, Alternative Investments
Education
Rutgers University-New Brunswick
BA
University of Maryland College Park
Regis High School 1993 — 1997
Fortress Investment Group March 2008 - Present
Brown Brothers Harriman May 2004 - March 2008
Skills
Equities, Bloomberg, Hedge Funds, Fixed Income, Credit, Capital Markets, Alternative Investments
Education
Rutgers University-New Brunswick
BA
University of Maryland College Park
Regis High School 1993 — 1997
Simarpreet Sahota's Brown Brothers Harriman Experience May 2011 - August 2011
Job Project Management at Two Sigma
Industry Financial Services
Experience
Two Sigma August 2015 - Present
Jefferies August 2014 - August 2015
Citi July 2012 - August 2014
Brown Brothers Harriman May 2011 - August 2011
Skills
SQL, Eviews, Bloomberg Terminal, VBA, Data Analysis, Financial Modeling, Bloomberg, Access, Equities, PowerPoint, Business Analysis
Education
Rutgers University-New Brunswick 2008 — 2012
B.A, Economics, Information Technology and Informatics
Two Sigma August 2015 - Present
Jefferies August 2014 - August 2015
Citi July 2012 - August 2014
Brown Brothers Harriman May 2011 - August 2011
Skills
SQL, Eviews, Bloomberg Terminal, VBA, Data Analysis, Financial Modeling, Bloomberg, Access, Equities, PowerPoint, Business Analysis
Education
Rutgers University-New Brunswick 2008 — 2012
B.A, Economics, Information Technology and Informatics
George A. Boyan Jr's Brown Brothers Harriman Experience September 1986 - June 2000
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James & Associates, Inc July 2000 - September 2010
Brown Brothers Harriman September 1986 - June 2000
Skills
Series 7, Mutual Funds, Series 63, Securities, Equities, Bloomberg, Stocks, Trading, Equity Trading, Equity Research
Education
Rutgers University-New Brunswick 1974 — 1979
B.A., Economics
Raymond James & Associates, Inc July 2000 - September 2010
Brown Brothers Harriman September 1986 - June 2000
Skills
Series 7, Mutual Funds, Series 63, Securities, Equities, Bloomberg, Stocks, Trading, Equity Trading, Equity Research
Education
Rutgers University-New Brunswick 1974 — 1979
B.A., Economics
Adam Boudreau's Brown Brothers Harriman Experience March 2006 - Present
Job Assistant Vice President, Technology Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2006 - Present
State Street August 1996 - February 2006
Skills
Mutual Funds, Fund Accounting, Product Management, Business Analysis, Client Service, Financial Services, Client Services, Securities, Asset Management, Corporate Actions, Alternative Investments
Education
Saint Anselm College 1992 — 1996
Brown Brothers Harriman March 2006 - Present
State Street August 1996 - February 2006
Skills
Mutual Funds, Fund Accounting, Product Management, Business Analysis, Client Service, Financial Services, Client Services, Securities, Asset Management, Corporate Actions, Alternative Investments
Education
Saint Anselm College 1992 — 1996
Richard Mockler's Brown Brothers Harriman Experience January 2009 - April 2014
Job Vice President Equity Trading & Brokerage Settlement Operations
Industry Financial Services
Experience
Brown Brothers Harriman January 2009 - April 2014
Brown Brothers Harriman June 2006 - January 2009
Brown Brothers Harriman March 2003 - June 2006
Brown Brothers Harriman September 2000 - March 2003
Brown Brothers Harriman April 1999 - September 2000
Brown Brothers Harriman November 1997 - April 1999
Brown Brothers Harriman April 1995 - November 1997
Skills
Fixed Income, Excel, Microsoft Excel, Trading, Financial Services, Options, FX Options, Risk Management, Management, Equities, Securities, Bloomberg, Hedge Funds, Mutual Funds, Series 7
Education
St. John's University
Bachelor of Science, Finance
Brown Brothers Harriman January 2009 - April 2014
Brown Brothers Harriman June 2006 - January 2009
Brown Brothers Harriman March 2003 - June 2006
Brown Brothers Harriman September 2000 - March 2003
Brown Brothers Harriman April 1999 - September 2000
Brown Brothers Harriman November 1997 - April 1999
Brown Brothers Harriman April 1995 - November 1997
Skills
Fixed Income, Excel, Microsoft Excel, Trading, Financial Services, Options, FX Options, Risk Management, Management, Equities, Securities, Bloomberg, Hedge Funds, Mutual Funds, Series 7
Education
St. John's University
Bachelor of Science, Finance
Timothy Soha's Brown Brothers Harriman Experience December 1998 - April 2002
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2007 - Present
BNY Mellon August 2005 - October 2007
BNY Mellon April 2002 - August 2005
Brown Brothers Harriman December 1998 - April 2002
Skills
Microsoft Office, Sungard, DTC, Corporate Communications, Performance Management, Risk Management, Contingency Planning, Financial Services, Trading
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts, Economics
Don Bosco Prep 1988 — 1992
Bank of America Merrill Lynch October 2007 - Present
BNY Mellon August 2005 - October 2007
BNY Mellon April 2002 - August 2005
Brown Brothers Harriman December 1998 - April 2002
Skills
Microsoft Office, Sungard, DTC, Corporate Communications, Performance Management, Risk Management, Contingency Planning, Financial Services, Trading
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts, Economics
Don Bosco Prep 1988 — 1992
Kenneth Sutphin's Brown Brothers Harriman Experience November 2000 - Present
Job Vice President FX Relationship Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2000 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor's degree, Economics
Brown Brothers Harriman November 2000 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor's degree, Economics
Kathryn Johnson Gates's Brown Brothers Harriman Experience October 2002 - November 2007
Job Senior Registered Associate with Morgan Stanley Wealth Management
Industry Financial Services
Experience
First Niagara Bank November 2010 - February 2013
J.P. Morgan November 2007 - May 2010
Brown Brothers Harriman October 2002 - November 2007
Education
University of Delaware 1992 — 1994
Bachelor's degree, Philosophy
St. Joseph's University 1990 — 1992
First Niagara Bank November 2010 - February 2013
J.P. Morgan November 2007 - May 2010
Brown Brothers Harriman October 2002 - November 2007
Education
University of Delaware 1992 — 1994
Bachelor's degree, Philosophy
St. Joseph's University 1990 — 1992
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation