Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,148 Brown Brothers Harriman employees in database. Find out everything there's to know about Brown Brothers Harriman employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Brown Brothers Harriman Employees
Employee
Years
Job
Industry
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
Sam McKenney Sam McKenney's Brown Brothers Harriman Experience May 2007 - May 2009
Job Pricing Analyst at Beachbody
Industry Health, Wellness and Fitness
Experience
Trust company of the west August 2013 - Present
Beachbody August 2010 - June 2013
JPMorgan Chase July 2009 - July 2010
Brown Brothers Harriman May 2007 - May 2009
Investors Bank & Trust August 2006 - July 2007
Skills
Customer Service, Microsoft Excel, Sales, Forecasting, Marketing, Microsoft Office, Competitive Analysis, Pricing, Account Management, Microsoft Word, PowerPoint, Team Building, Bloomberg, Financial Analysis, Strategic Planning
Education
Thomas College 2003 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Southern New Hampshire University 2002 — 2003
Trust company of the west August 2013 - Present
Beachbody August 2010 - June 2013
JPMorgan Chase July 2009 - July 2010
Brown Brothers Harriman May 2007 - May 2009
Investors Bank & Trust August 2006 - July 2007
Skills
Customer Service, Microsoft Excel, Sales, Forecasting, Marketing, Microsoft Office, Competitive Analysis, Pricing, Account Management, Microsoft Word, PowerPoint, Team Building, Bloomberg, Financial Analysis, Strategic Planning
Education
Thomas College 2003 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Southern New Hampshire University 2002 — 2003
Natalie Urban Natalie Urban's Brown Brothers Harriman Experience July 2015 - Present
Job Analyst at Brown Brothers Harriman
Industry Civil Engineering
Experience
Brown Brothers Harriman July 2015 - Present
Inria June 2014 - September 2014
Stanford University Residential Education May 2013 - June 2014
Stanford University August 2013 - September 2013
Calpine June 2013 - September 2013
San Francisco Yacht Club June 2012 - August 2012
Squaw Valley Ski Corp November 2008 - April 2011
Skills
Microsoft Excel, Matlab, LoggerPro, Public Speaking, Data Analysis, Microsoft Word, Spanish, PowerPoint, Java, Microsoft Office, Research, Event Planning, HTML, Management, Leadership, Statistics
Education
Stanford University 2015 — 2017
M.S., Management Science & Engineering
Stanford University 2011 — 2015
Bachelor of Science (BS), Environmental Engineering
Branson 2008 — 2011
Brown Brothers Harriman July 2015 - Present
Inria June 2014 - September 2014
Stanford University Residential Education May 2013 - June 2014
Stanford University August 2013 - September 2013
Calpine June 2013 - September 2013
San Francisco Yacht Club June 2012 - August 2012
Squaw Valley Ski Corp November 2008 - April 2011
Skills
Microsoft Excel, Matlab, LoggerPro, Public Speaking, Data Analysis, Microsoft Word, Spanish, PowerPoint, Java, Microsoft Office, Research, Event Planning, HTML, Management, Leadership, Statistics
Education
Stanford University 2015 — 2017
M.S., Management Science & Engineering
Stanford University 2011 — 2015
Bachelor of Science (BS), Environmental Engineering
Branson 2008 — 2011
Alex Pavelock Alex Pavelock's Brown Brothers Harriman Experience June 2013 - August 2013
Job Associate Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Minich MacGregor Wealth Management September 2012 - December 2012
Merrill Lynch May 2012 - September 2012
J. Patrick & Associates May 2011 - August 2012
Bright Horizons at Casperkill June 2007 - August 2010
Skills
Microsoft Word, Social Media, Telecommunications, PowerPoint, Microsoft Excel, Sales
Education
Skidmore College 2010 — 2014
BA, Business and Economics, Honors, Delta Omicron Epsilon
Bessemer Trust July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Minich MacGregor Wealth Management September 2012 - December 2012
Merrill Lynch May 2012 - September 2012
J. Patrick & Associates May 2011 - August 2012
Bright Horizons at Casperkill June 2007 - August 2010
Skills
Microsoft Word, Social Media, Telecommunications, PowerPoint, Microsoft Excel, Sales
Education
Skidmore College 2010 — 2014
BA, Business and Economics, Honors, Delta Omicron Epsilon
Jennifer Ireland Jennifer Ireland's Brown Brothers Harriman Experience December 2006 - June 2014
Job Client Associate at Federal Street Advisors
Industry Financial Services
Experience
Federal Street Advisors July 2014 - Present
Brown Brothers Harriman December 2006 - June 2014
Education
Skidmore College 2002 — 2006
BS, Business
The Taft School 1999 — 2002
Federal Street Advisors July 2014 - Present
Brown Brothers Harriman December 2006 - June 2014
Education
Skidmore College 2002 — 2006
BS, Business
The Taft School 1999 — 2002
Sarah Brackett's Brown Brothers Harriman Experience April 2008 - July 2009
Job Inventory Planner at Gap Inc./Old Navy
Industry Retail
Experience
Gap Inc./Old Navy September 2015 - Present
Gap Inc./Gap September 2014 - Present
Gap Inc./ Gap September 2013 - September 2014
J.P.Morgan October 2011 - August 2013
UCSF January 2011 - May 2011
Senator Barbara Boxer's Office February 2010 - August 2010
Brown Brothers Harriman April 2008 - July 2009
Brown Brothers Harriman April 2006 - April 2008
Brown Brothers Harriman July 2005 - April 2006
Brown Brothers Harriman July 2004 - July 2005
Skills
Excel, Word, Problem Solving, Sustainability, PowerPoint, Financial Analysis, Outlook, Microsoft Office, Data Analysis, Event Planning, Business Analysis, Microsoft Excel, Access, Project Management
Education
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Science, Business Administration
San Francisco State University 2009 — 2011
Masters, Business Administration; Sustainable Business, 3.8
Gap Inc./Old Navy September 2015 - Present
Gap Inc./Gap September 2014 - Present
Gap Inc./ Gap September 2013 - September 2014
J.P.Morgan October 2011 - August 2013
UCSF January 2011 - May 2011
Senator Barbara Boxer's Office February 2010 - August 2010
Brown Brothers Harriman April 2008 - July 2009
Brown Brothers Harriman April 2006 - April 2008
Brown Brothers Harriman July 2005 - April 2006
Brown Brothers Harriman July 2004 - July 2005
Skills
Excel, Word, Problem Solving, Sustainability, PowerPoint, Financial Analysis, Outlook, Microsoft Office, Data Analysis, Event Planning, Business Analysis, Microsoft Excel, Access, Project Management
Education
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Science, Business Administration
San Francisco State University 2009 — 2011
Masters, Business Administration; Sustainable Business, 3.8
Kathleen Curran, CFA Kathleen Curran, CFA's Brown Brothers Harriman Experience 2003 - 2004
Job Team Leader, Asset Management Supervision
Industry Investment Management
Experience
Federal Reserve Bank of Boston October 2010 - Present
Acadian Asset Management May 2004 - October 2010
Brown Brothers Harriman 2003 - 2004
Brown Brothers Harriman 1999 - 2003
Skills
Capital Markets, Risk Management, Securities Lending, Financial Services, Data Modeling, Hedge Funds, Collateral Management, Financial Regulation, Global Asset Management, Equity Valuation, Counterparty Risk, Financial Risk, Asset Management, Derivatives, Portfolio Management, Financial Modeling, Fixed Income, Equities, Banking
Education
University College Dublin 2001 — 2003
MSc Financial Services
Salve Regina University 1995 — 1999
B.S. Business Administration, Finance and Accounting
Federal Reserve Bank of Boston October 2010 - Present
Acadian Asset Management May 2004 - October 2010
Brown Brothers Harriman 2003 - 2004
Brown Brothers Harriman 1999 - 2003
Skills
Capital Markets, Risk Management, Securities Lending, Financial Services, Data Modeling, Hedge Funds, Collateral Management, Financial Regulation, Global Asset Management, Equity Valuation, Counterparty Risk, Financial Risk, Asset Management, Derivatives, Portfolio Management, Financial Modeling, Fixed Income, Equities, Banking
Education
University College Dublin 2001 — 2003
MSc Financial Services
Salve Regina University 1995 — 1999
B.S. Business Administration, Finance and Accounting
Connie Chenfang Dai Connie Chenfang Dai's Brown Brothers Harriman Experience January 2010 - September 2010
Job Attorney, MBA, Strategist
Industry Law Practice
Experience
New England Chinese Information & Networking Association June 2012 - Present
CUTLER WILENSKY, LLP April 2012 - Present
Volunteer Lawyers Project of the Boston Bar Association November 2011 - Present
Altran Control Solutions September 2009 - February 2012
Massachusetts Appeals Court September 2010 - December 2010
Brown Brothers Harriman January 2010 - September 2010
MWE China Law Offices - a strategic alliance with McDermott, Will & Emery June 2009 - July 2009
Initiative for a New Economy July 2007 - February 2009
EnVenture Consulting Group September 2002 - June 2007
Business Enterprise Network March 2004 - April 2006
Skills
Mergers, Legal Research, Employment Law, Corporate Law, Mergers & Acquisitions, Commercial Litigation, Civil Litigation, Trademarks, Appeals, Start-ups, Legal Issues, Courts, Estate Planning, Negotiation, Due Diligence, Intellectual Property, Personal Injury, Joint Ventures, Securities
Education
Suffolk University Law School 2008 — 2011
J.D.
The University of Calgary 2000 — 2002
MBA
Shanghai Academy of Social Science
Chinese Law Certificate Program
Shanghai University
BA
New England Chinese Information & Networking Association June 2012 - Present
CUTLER WILENSKY, LLP April 2012 - Present
Volunteer Lawyers Project of the Boston Bar Association November 2011 - Present
Altran Control Solutions September 2009 - February 2012
Massachusetts Appeals Court September 2010 - December 2010
Brown Brothers Harriman January 2010 - September 2010
MWE China Law Offices - a strategic alliance with McDermott, Will & Emery June 2009 - July 2009
Initiative for a New Economy July 2007 - February 2009
EnVenture Consulting Group September 2002 - June 2007
Business Enterprise Network March 2004 - April 2006
Skills
Mergers, Legal Research, Employment Law, Corporate Law, Mergers & Acquisitions, Commercial Litigation, Civil Litigation, Trademarks, Appeals, Start-ups, Legal Issues, Courts, Estate Planning, Negotiation, Due Diligence, Intellectual Property, Personal Injury, Joint Ventures, Securities
Education
Suffolk University Law School 2008 — 2011
J.D.
The University of Calgary 2000 — 2002
MBA
Shanghai Academy of Social Science
Chinese Law Certificate Program
Shanghai University
BA
Katherine Flohr Katherine Flohr's Brown Brothers Harriman Experience July 2006 - August 2011
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow November 2011 - Present
Brown Brothers Harriman July 2006 - August 2011
Education
Sewanee-The University of the South 2002 — 2006
Bachelor's Degree, English
BB&T Scott & Stringfellow November 2011 - Present
Brown Brothers Harriman July 2006 - August 2011
Education
Sewanee-The University of the South 2002 — 2006
Bachelor's Degree, English
Kiran Kumar N P Kiran Kumar N P's Brown Brothers Harriman Experience January 2013 - Present
Job Consultant at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Nous Infosystems January 2013 - Present
Brown Brothers Harriman January 2013 - Present
Nous Infosystems October 2010 - January 2013
Nous Infosystems April 2008 - September 2010
Nous Infosystems April 2007 - March 2008
Nous Infosystems June 2004 - March 2007
Skills
JDBC, Struts, Hibernate, JSF, Spring, Servlets, EJB, Ant, OOAD, Websphere, JUnit, Java Enterprise Edition, JSP, Tomcat, Core Java, MySQL, JavaScript, Java, Design Patterns, JMS, Web Services, AJAX, Maven, UML, SOA, Web Applications, XSLT, J2EE Application..., XML, Agile Methodologies, REST, PL/SQL, JBoss Application Server, Oracle
Education
Sri Krishnadevaraya University 2000 — 2003
Master of Computer Applications (MCA)
Nous Infosystems January 2013 - Present
Brown Brothers Harriman January 2013 - Present
Nous Infosystems October 2010 - January 2013
Nous Infosystems April 2008 - September 2010
Nous Infosystems April 2007 - March 2008
Nous Infosystems June 2004 - March 2007
Skills
JDBC, Struts, Hibernate, JSF, Spring, Servlets, EJB, Ant, OOAD, Websphere, JUnit, Java Enterprise Edition, JSP, Tomcat, Core Java, MySQL, JavaScript, Java, Design Patterns, JMS, Web Services, AJAX, Maven, UML, SOA, Web Applications, XSLT, J2EE Application..., XML, Agile Methodologies, REST, PL/SQL, JBoss Application Server, Oracle
Education
Sri Krishnadevaraya University 2000 — 2003
Master of Computer Applications (MCA)
Kendall Harty Kendall Harty's Brown Brothers Harriman Experience October 2012 - Present
Job Corporate Actions Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2012 - Present
Grey Lady Gardens 2010 - October 2012
Skills
Bloomberg, Economics, Financial Analysis, Fixed Income, Mutual Funds, Equities, Hedge Funds, Securities
Education
St. Lawrence University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Economics
Brown Brothers Harriman October 2012 - Present
Grey Lady Gardens 2010 - October 2012
Skills
Bloomberg, Economics, Financial Analysis, Fixed Income, Mutual Funds, Equities, Hedge Funds, Securities
Education
St. Lawrence University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Economics
Jack Mackintosh's Brown Brothers Harriman Experience April 1995 - July 2004
Job Vice President Financial Institutions Portfolio Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2015 - Present
Convergex Group July 2006 - Present
Morgan Stanley June 2005 - July 2006
UBS Investment Bank July 2004 - June 2005
Brown Brothers Harriman April 1995 - July 2004
Skills
Portfolio Management, Equities, Corporate Finance, Credit Risk, Hedge Funds, Banking, Credit, Financial Services, Credit Analysis, Series 7
Education
Southern Methodist University - Cox School of Business 1997 — 2000
M.B.A., Finance
The University of Texas at Austin 1989 — 1994
B.A., English
U.S. Bank April 2015 - Present
Convergex Group July 2006 - Present
Morgan Stanley June 2005 - July 2006
UBS Investment Bank July 2004 - June 2005
Brown Brothers Harriman April 1995 - July 2004
Skills
Portfolio Management, Equities, Corporate Finance, Credit Risk, Hedge Funds, Banking, Credit, Financial Services, Credit Analysis, Series 7
Education
Southern Methodist University - Cox School of Business 1997 — 2000
M.B.A., Finance
The University of Texas at Austin 1989 — 1994
B.A., English
Erik Philbrook Erik Philbrook's Brown Brothers Harriman Experience 1999 - 2000
Job Head of Finance, Alternatives and Performance at Geode Capital Management
Industry Capital Markets
Experience
Geode Capital Management May 2013 - February 2015
Geode Capital Management February 2007 - April 2013
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Fidelity Investments 1997 - 1999
Fidelity Investments 1994 - 1996
Skills
Series 6, 7, 63, Hedge Funds, Asset Management, Equities, Trading, Alternative Investments, Fixed Income, Capital Markets, Corporate Actions, Portfolio Management, Bloomberg, Finance, Securities, Mutual Funds, Fund Accounting, Investment Management, Investments, Derivatives
Education
Southern Methodist University - Cox School of Business 2001 — 2002
MBA, Finance/Marketing
Northeastern University 1989 — 1994
BS, Finance/Int'l Business
Geode Capital Management May 2013 - February 2015
Geode Capital Management February 2007 - April 2013
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Fidelity Investments 1997 - 1999
Fidelity Investments 1994 - 1996
Skills
Series 6, 7, 63, Hedge Funds, Asset Management, Equities, Trading, Alternative Investments, Fixed Income, Capital Markets, Corporate Actions, Portfolio Management, Bloomberg, Finance, Securities, Mutual Funds, Fund Accounting, Investment Management, Investments, Derivatives
Education
Southern Methodist University - Cox School of Business 2001 — 2002
MBA, Finance/Marketing
Northeastern University 1989 — 1994
BS, Finance/Int'l Business
Mario DiNitto Mario DiNitto's Brown Brothers Harriman Experience February 2015 - Present
Job Assistant Vice President, Service Delivery at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
Education
Salve Regina University 1998 — 2002
BS, American History
Brown Brothers Harriman February 2015 - Present
Education
Salve Regina University 1998 — 2002
BS, American History
Michael Rappaport Michael Rappaport's Brown Brothers Harriman Experience September 2011 - August 2012
Job Management Consultant
Industry Financial Services
Experience
Capco April 2015 - Present
Capco October 2013 - April 2015
Capco August 2012 - October 2013
Brown Brothers Harriman September 2011 - August 2012
New York Life Insurance Company May 2010 - August 2010
Madison Square Garden May 2009 - August 2009
Skills
Microsoft Excel, Forecasting, Budgets, Management Consulting, PowerPoint, Business Strategy, Risk Management, Financial Services, Financial Analysis, Consulting, Business Analysis, Finance, Corporate Finance
Education
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing
Capco April 2015 - Present
Capco October 2013 - April 2015
Capco August 2012 - October 2013
Brown Brothers Harriman September 2011 - August 2012
New York Life Insurance Company May 2010 - August 2010
Madison Square Garden May 2009 - August 2009
Skills
Microsoft Excel, Forecasting, Budgets, Management Consulting, PowerPoint, Business Strategy, Risk Management, Financial Services, Financial Analysis, Consulting, Business Analysis, Finance, Corporate Finance
Education
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing
Anne Dolan Anne Dolan's Brown Brothers Harriman Experience June 1999 - August 2000
Job Wealth Management
Industry Financial Services
Experience
JPMorgan Chase October 2003 - September 2012
CIBC Oppenheimer August 2000 - October 2003
Brown Brothers Harriman June 1999 - August 2000
Education
Siena College
St. John's University
JPMorgan Chase October 2003 - September 2012
CIBC Oppenheimer August 2000 - October 2003
Brown Brothers Harriman June 1999 - August 2000
Education
Siena College
St. John's University
Katty Romero Katty Romero's Brown Brothers Harriman Experience November 2004 - December 2012
Job Human Resources Assistant Contract at South Bay Mental Health Center
Industry Human Resources
Experience
South Bay Mental Health Center May 2015 - Present
Rokocorp, Inc May 2014 - May 2015
Brown Brothers Harriman November 2004 - December 2012
BNY Mellon May 2000 - November 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Account Reconciliation, Financial Services, Management, Training, Calming
Education
Salem State University 2013 — 2014
Bachelor of Science in Business Administration, Human Resource Management, 3.85
South Bay Mental Health Center May 2015 - Present
Rokocorp, Inc May 2014 - May 2015
Brown Brothers Harriman November 2004 - December 2012
BNY Mellon May 2000 - November 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Account Reconciliation, Financial Services, Management, Training, Calming
Education
Salem State University 2013 — 2014
Bachelor of Science in Business Administration, Human Resource Management, 3.85
Louise Coughlan Louise Coughlan's Brown Brothers Harriman Experience 2009 - April 2013
Job Credit & Relationship Management Professional
Industry Financial Services
Experience
Brown Brothers Harriman 2009 - April 2013
Brown Brothers Harriman 1997 - 2009
Brown Brothers Harriman 1981 - 1997
Skills
Mutual Funds, Alternative Investments, Private Equity, Securities, Credit, Equities, Hedge Funds, Fixed Income, Bloomberg, Financial Services, Series 7, Asset Management, Derivatives, Investments
Education
St. Lawrence University 1975 — 1979
BA, Economics
Brown Brothers Harriman 2009 - April 2013
Brown Brothers Harriman 1997 - 2009
Brown Brothers Harriman 1981 - 1997
Skills
Mutual Funds, Alternative Investments, Private Equity, Securities, Credit, Equities, Hedge Funds, Fixed Income, Bloomberg, Financial Services, Series 7, Asset Management, Derivatives, Investments
Education
St. Lawrence University 1975 — 1979
BA, Economics
Roland Claudomir Roland Claudomir's Brown Brothers Harriman Experience December 2010 - August 2013
Job Analyst
Industry Financial Services
Experience
Prudential Financial April 2014 - Present
Brown Brothers Harriman December 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, CRM, Access, Data Analysis, Financial Analysis, Finance, Financial Services, Recruiting, Team Building, Business Analysis, Management, Analysis
Education
University of Massachusetts, Amherst 2007 — 2010
Bachelor of Arts (B.A.), Economics
Southern Connecticut State University 2005 — 2007
Business Administration and Management, General
Prudential Financial April 2014 - Present
Brown Brothers Harriman December 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, CRM, Access, Data Analysis, Financial Analysis, Finance, Financial Services, Recruiting, Team Building, Business Analysis, Management, Analysis
Education
University of Massachusetts, Amherst 2007 — 2010
Bachelor of Arts (B.A.), Economics
Southern Connecticut State University 2005 — 2007
Business Administration and Management, General
Hilda Chin Fitzgerald, MS, CSM Hilda Chin Fitzgerald, MS, CSM's Brown Brothers Harriman Experience 2001 - 2003
Job Snr Project Manager ~ Snr Business Systems Analyst
Industry Information Technology and Services
Experience
Pearson 2012 - Present
Omgeo 2009 - 2012
State Street Corporation 2008 - 2009
State Street - Investors Bank & Trust 2005 - 2008
Safety Insurance 2004 - 2005
Brown Brothers Harriman 2001 - 2003
Epsilon 2000 - 2001
Polaroid Corporation 1994 - 1999
Skills
Business Analysis, Project Management, Cross-functional Team..., Analysis, SDLC, Risk Management, Change Management, Requirements Analysis, Requirements Gathering, Leadership, PMP, Software Project..., Scrum, Business Development, Visio, User Acceptance Testing, Business Requirements, Program Management, Team Management, Resource Management, Business Process..., SharePoint, Waterfall, Vendor Management, Agile Project Management, Business Process, Software Documentation, MS Project, Functional..., Agile Methodologies, SQL, Project Portfolio..., IT Strategy, Systems Analysis, Project Planning, Information Technology, Project Delivery, Quality Assurance, Team Leadership, Project Coordination, Requirement..., Communications..., Agile & Waterfall..., Executive Reporting, Team Building, Management, Relationship Building, IT Infrastructure..., Kanban
Education
Simmons College
M.S.
Simmons College
B.S.
Pearson 2012 - Present
Omgeo 2009 - 2012
State Street Corporation 2008 - 2009
State Street - Investors Bank & Trust 2005 - 2008
Safety Insurance 2004 - 2005
Brown Brothers Harriman 2001 - 2003
Epsilon 2000 - 2001
Polaroid Corporation 1994 - 1999
Skills
Business Analysis, Project Management, Cross-functional Team..., Analysis, SDLC, Risk Management, Change Management, Requirements Analysis, Requirements Gathering, Leadership, PMP, Software Project..., Scrum, Business Development, Visio, User Acceptance Testing, Business Requirements, Program Management, Team Management, Resource Management, Business Process..., SharePoint, Waterfall, Vendor Management, Agile Project Management, Business Process, Software Documentation, MS Project, Functional..., Agile Methodologies, SQL, Project Portfolio..., IT Strategy, Systems Analysis, Project Planning, Information Technology, Project Delivery, Quality Assurance, Team Leadership, Project Coordination, Requirement..., Communications..., Agile & Waterfall..., Executive Reporting, Team Building, Management, Relationship Building, IT Infrastructure..., Kanban
Education
Simmons College
M.S.
Simmons College
B.S.
Frank Bumbalo Frank Bumbalo's Brown Brothers Harriman Experience June 2004 - December 2005
Job Account Executive at Disney Publishing Worldwide
Industry Publishing
Experience
Disney Publishing Worldwide April 2011 - Present
HarperCollins Publishers September 2006 - March 2011
Harper Collins Publishers September 2006 - March 2011
Permal Asset Management January 2006 - September 2006
Brown Brothers Harriman June 2004 - December 2005
US Clearing October 2000 - June 2004
Skills
Microsoft Excel, Microsoft Office, Creative Writing, Sales Operations, Analytics, Digital Media, Digital Marketing, Publishing, CRM, Online Advertising, Marketing, Books, Forecasting, Business Development, Management
Education
St. Francis College 1995 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
St. Francis College 1995 — 2000
Bachelor of Arts, Communication
Xaverian High School 1991 — 1995
Disney Publishing Worldwide April 2011 - Present
HarperCollins Publishers September 2006 - March 2011
Harper Collins Publishers September 2006 - March 2011
Permal Asset Management January 2006 - September 2006
Brown Brothers Harriman June 2004 - December 2005
US Clearing October 2000 - June 2004
Skills
Microsoft Excel, Microsoft Office, Creative Writing, Sales Operations, Analytics, Digital Media, Digital Marketing, Publishing, CRM, Online Advertising, Marketing, Books, Forecasting, Business Development, Management
Education
St. Francis College 1995 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
St. Francis College 1995 — 2000
Bachelor of Arts, Communication
Xaverian High School 1991 — 1995
Brette Westerlund Brette Westerlund's Brown Brothers Harriman Experience 1995 - 1998
Job Management Executive | Chief of Staff | Strategic Marketing | Client Relations | Career Management | Event Marketing
Industry Financial Services
Experience
BEW Consulting 2008 - Present
BNY Mellon Wealth Management April 2007 - January 2008
HSBC Private Bank 2003 - 2005
BEW Consulting 2002 - 2003
ING 2000 - 2001
Vontobel Asset Management 1998 - 2000
Brown Brothers Harriman 1995 - 1998
Skills
Marketing Strategy, CRM, Asset Managment, Leadership, Management, Recruiting, Strategic Planning, Event Management, Asset Management, Program Management, Marketing, Wealth Management, Strategy, Business Development, Product Management, Team Leadership
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Southern Methodist University
BBA, Finance
BEW Consulting 2008 - Present
BNY Mellon Wealth Management April 2007 - January 2008
HSBC Private Bank 2003 - 2005
BEW Consulting 2002 - 2003
ING 2000 - 2001
Vontobel Asset Management 1998 - 2000
Brown Brothers Harriman 1995 - 1998
Skills
Marketing Strategy, CRM, Asset Managment, Leadership, Management, Recruiting, Strategic Planning, Event Management, Asset Management, Program Management, Marketing, Wealth Management, Strategy, Business Development, Product Management, Team Leadership
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Southern Methodist University
BBA, Finance
Janet Harrison Janet Harrison's Brown Brothers Harriman Experience December 2012 - Present
Job Senior Lead Analyst OTC Derivatives at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2012 - Present
OppenheimerFunds September 2009 - December 2012
OppenheimerFunds July 2007 - September 2009
Skills
Mutual Funds, Investments, Securities, Portfolio Management, Fixed Income, Alternative Investments, Equities, Financial Services
Education
Southeast Missouri State University - Harrison College of Business 2002 — 2006
Bachelor's degree, Finance and Financial Management Services, 3.5
Brown Brothers Harriman December 2012 - Present
OppenheimerFunds September 2009 - December 2012
OppenheimerFunds July 2007 - September 2009
Skills
Mutual Funds, Investments, Securities, Portfolio Management, Fixed Income, Alternative Investments, Equities, Financial Services
Education
Southeast Missouri State University - Harrison College of Business 2002 — 2006
Bachelor's degree, Finance and Financial Management Services, 3.5
Stacey Mullins Stacey Mullins's Brown Brothers Harriman Experience 2000 - 2003
Job Realtor at Century 21 Commonwealth
Industry Higher Education
Experience
Century 21 Commonwealth Director of Training, Claims Career AcademyLiberty Mutual InsuranceMarch 2013 - April 2014
Harvard University July 2004 - September 2012
Brown Brothers Harriman 2000 - 2003
BankBoston 1993 - 1999
Shawmut National Corporation 1990 - 1993
Bank of New England 1989 - 1990
Bank of New England 1986 - 1989
Skills
Vendor Management, Team Leadership, Program Development, Business Process..., Training Evaluation, Instructional Design, Program Management..., Performance Consulting, Change Management, Strategic Planning, Client-focused, Customer Service, Adult Learning Theory, Project Management, Performance Management, Needs Analysis, Business Process, Event Planning, Coaching, Staff Development, Project Planning, Program Evaluation, Research, Teaching, Human Resources, Public Speaking, Fundraising
Education
Southern New Hampshire University
Bachelor of Science (BS), Marketing
Century 21 Commonwealth Director of Training, Claims Career AcademyLiberty Mutual InsuranceMarch 2013 - April 2014
Harvard University July 2004 - September 2012
Brown Brothers Harriman 2000 - 2003
BankBoston 1993 - 1999
Shawmut National Corporation 1990 - 1993
Bank of New England 1989 - 1990
Bank of New England 1986 - 1989
Skills
Vendor Management, Team Leadership, Program Development, Business Process..., Training Evaluation, Instructional Design, Program Management..., Performance Consulting, Change Management, Strategic Planning, Client-focused, Customer Service, Adult Learning Theory, Project Management, Performance Management, Needs Analysis, Business Process, Event Planning, Coaching, Staff Development, Project Planning, Program Evaluation, Research, Teaching, Human Resources, Public Speaking, Fundraising
Education
Southern New Hampshire University
Bachelor of Science (BS), Marketing
K. Nielsen Koepfgen K. Nielsen Koepfgen's Brown Brothers Harriman Experience 2011 - June 2014
Job Real Estate Analyst HFF
Industry Real Estate
Experience
HFF January 2015 - Present
Brown Brothers Harriman 2011 - June 2014
UBS Wealth Management September 2010 - January 2011
Skills
Argus Modeling, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Microsoft Excel, Valuation, Asset Allocation, Finance, Corporate Finance, Market Research, Bloomberg, Equities
Education
Southern Methodist University 2007 — 2011
Economics
Woodberry Forest 2004 — 2007
HFF January 2015 - Present
Brown Brothers Harriman 2011 - June 2014
UBS Wealth Management September 2010 - January 2011
Skills
Argus Modeling, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Microsoft Excel, Valuation, Asset Allocation, Finance, Corporate Finance, Market Research, Bloomberg, Equities
Education
Southern Methodist University 2007 — 2011
Economics
Woodberry Forest 2004 — 2007
Kaitlyn Emerick Kaitlyn Emerick's Brown Brothers Harriman Experience August 2014 - Present
Job Cash Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Lantern Financial LLC September 2013 - December 2013
Change Logic June 2013 - August 2013
Chinois Orient Bistro October 2007 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Windows, Team Leadership, Works well in a team, Budgets, Leadership
Education
Simmons College 2010 — 2014
Economics and Finance
Tomball High School 2006 — 2010
Dipoloma
Brown Brothers Harriman August 2014 - Present
Lantern Financial LLC September 2013 - December 2013
Change Logic June 2013 - August 2013
Chinois Orient Bistro October 2007 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Windows, Team Leadership, Works well in a team, Budgets, Leadership
Education
Simmons College 2010 — 2014
Economics and Finance
Tomball High School 2006 — 2010
Dipoloma
Megan Harrington Megan Harrington's Brown Brothers Harriman Experience February 2014 - June 2014
Job Assistant to Chief Information Officer at Rockland Trust
Industry Financial Services
Experience
Rockland Trust June 2014 - Present
Brown Brothers Harriman February 2014 - June 2014
Brown Brothers Harriman October 2013 - February 2014
Brown Brothers Harriman August 2011 - October 2013
Brown Brothers Harriman April 2009 - August 2011
Brown Brothers Harriman August 2007 - April 2009
Skills
Client Service, Microsoft Office, Corporate Actions, Reconciliation, Bloomberg, Excel, PowerPoint, Account Reconciliation, Microsoft Excel, Securities, Mutual Funds, Financial Services, Analysis, Client Services, Equities, Fixed Income, Internal Controls, Investments, Banking, Financial Analysis
Education
Springfield College 2003 — 2007
Bachelor of Science, Finance, Economics
Rockland Trust June 2014 - Present
Brown Brothers Harriman February 2014 - June 2014
Brown Brothers Harriman October 2013 - February 2014
Brown Brothers Harriman August 2011 - October 2013
Brown Brothers Harriman April 2009 - August 2011
Brown Brothers Harriman August 2007 - April 2009
Skills
Client Service, Microsoft Office, Corporate Actions, Reconciliation, Bloomberg, Excel, PowerPoint, Account Reconciliation, Microsoft Excel, Securities, Mutual Funds, Financial Services, Analysis, Client Services, Equities, Fixed Income, Internal Controls, Investments, Banking, Financial Analysis
Education
Springfield College 2003 — 2007
Bachelor of Science, Finance, Economics
Fabian Mejia-Villa Fabian Mejia-Villa's Brown Brothers Harriman Experience April 2014 - Present
Job Financial Reporting Team Leader at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2014 - Present
State Street August 2011 - March 2014
State Street March 2009 - August 2011
State Street February 2008 - March 2009
State Street January 2007 - February 2008
Skills
US GAAP reporting, Financial Reporting, Mutual Funds, Master/Feeder Reporting, Fund Of Funds, Offshore Funds, Securities, Fixed Income, Equities, Derivatives, Microsoft Excel, Microsoft Office, Bloomberg, Financial Statements, SEC filings, Fund Accounting
Education
Salem State College 2001 — 2006
Bachelor of Science (BS), International Business and Mathematics, 3.47
East Boston High School 1998 — 2001
Brown Brothers Harriman April 2014 - Present
State Street August 2011 - March 2014
State Street March 2009 - August 2011
State Street February 2008 - March 2009
State Street January 2007 - February 2008
Skills
US GAAP reporting, Financial Reporting, Mutual Funds, Master/Feeder Reporting, Fund Of Funds, Offshore Funds, Securities, Fixed Income, Equities, Derivatives, Microsoft Excel, Microsoft Office, Bloomberg, Financial Statements, SEC filings, Fund Accounting
Education
Salem State College 2001 — 2006
Bachelor of Science (BS), International Business and Mathematics, 3.47
East Boston High School 1998 — 2001
Daniel Bender, CFE Daniel Bender, CFE's Brown Brothers Harriman Experience July 1999 - July 2004
Job Executive Director at EY
Industry Financial Services
Experience
EY April 2014 - Present
KPMG October 2011 - March 2014
Navigant Consulting, Inc. July 2004 - October 2011
Brown Brothers Harriman July 1999 - July 2004
JP Morgan Chase Investor Services 1990 - 1999
Skills
Strategy, Due Diligence, Banking, CRM, Financial Services, Hedge Funds, Asset Management, Management Consulting, Asset Managment, Program Management, Investments, Mutual Funds, Compliance, Risk Management, Consulting, Investment Management, Internal Controls, Valuation
Education
Springfield College 1985 — 1989
Bachelor of Science, Rehabilitation
EY April 2014 - Present
KPMG October 2011 - March 2014
Navigant Consulting, Inc. July 2004 - October 2011
Brown Brothers Harriman July 1999 - July 2004
JP Morgan Chase Investor Services 1990 - 1999
Skills
Strategy, Due Diligence, Banking, CRM, Financial Services, Hedge Funds, Asset Management, Management Consulting, Asset Managment, Program Management, Investments, Mutual Funds, Compliance, Risk Management, Consulting, Investment Management, Internal Controls, Valuation
Education
Springfield College 1985 — 1989
Bachelor of Science, Rehabilitation
Jim Minogue Jim Minogue's Brown Brothers Harriman Experience August 1999 - November 2007
Job Senior Managing Director & Chief Human Resources Officer at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners September 2013 - Present
The Executive Forum December 2009 - Present
Catholic Charities of Brooklyn and Queens January 2005 - Present
Gleacher & Company December 2011 - September 2013
Golub Capital September 2011 - December 2011
Excelsior Consulting LLC April 2009 - December 2011
UBS Financial Services November 2007 - March 2009
Brown Brothers Harriman August 1999 - November 2007
Arthur Andersen November 1995 - August 1999
Swiss Bank Corporation, New York 1990 - 1995
Skills
Talent Management, Succession Planning, Mergers, Employee Relations, Performance Management, Change Management, Talent Acquisition, Recruiting, Employee Engagement, Management Consulting, Human Resources, Employee Benefits, Strategic Planning, Personnel Management, Executive Coaching, Deferred Compensation, Financial Services, Due Diligence, HR Transformation, Organizational Design, Business Strategy, Leadership, Mergers & Acquisitions, Organizational..., HRIS, Management, Business Planning, HR Consulting, Risk Management, Leadership Development, Training, Restructuring, Executive Management
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Business/Management
Guggenheim Partners September 2013 - Present
The Executive Forum December 2009 - Present
Catholic Charities of Brooklyn and Queens January 2005 - Present
Gleacher & Company December 2011 - September 2013
Golub Capital September 2011 - December 2011
Excelsior Consulting LLC April 2009 - December 2011
UBS Financial Services November 2007 - March 2009
Brown Brothers Harriman August 1999 - November 2007
Arthur Andersen November 1995 - August 1999
Swiss Bank Corporation, New York 1990 - 1995
Skills
Talent Management, Succession Planning, Mergers, Employee Relations, Performance Management, Change Management, Talent Acquisition, Recruiting, Employee Engagement, Management Consulting, Human Resources, Employee Benefits, Strategic Planning, Personnel Management, Executive Coaching, Deferred Compensation, Financial Services, Due Diligence, HR Transformation, Organizational Design, Business Strategy, Leadership, Mergers & Acquisitions, Organizational..., HRIS, Management, Business Planning, HR Consulting, Risk Management, Leadership Development, Training, Restructuring, Executive Management
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Business/Management
Chris Dyson's Brown Brothers Harriman Experience June 2009 - March 2014
Job Sales Trader At Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald March 2014 - Present
Brown Brothers Harriman June 2009 - March 2014
Natixis October 2003 - July 2009
Avesta Capital Advisors November 2002 - October 2003
Bank of America (formerly Fleetboston Financial) 1999 - November 2002
United States Army 1995 - 1999
Skills
Equities, Trading, Asset Management, Fixed Income, Hedge Funds, FX, International Equities, German, Risk Management, Team Leadership, Macroeconomics, Bonds, Global Custody, Settlement, Equity Research, Asset Managment, Series 63, Bloomberg, Back Office, FX Options, Electronic Trading, Options, Series 7, FINRA, Trading Systems, ETFs, Management, Equity Trading, Securities
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance and Entrepreneurial Inovation
Southern Methodist University 1990 — 1994
BBA, Finance and Marketing
The German School, Washington DC
Cantor Fitzgerald March 2014 - Present
Brown Brothers Harriman June 2009 - March 2014
Natixis October 2003 - July 2009
Avesta Capital Advisors November 2002 - October 2003
Bank of America (formerly Fleetboston Financial) 1999 - November 2002
United States Army 1995 - 1999
Skills
Equities, Trading, Asset Management, Fixed Income, Hedge Funds, FX, International Equities, German, Risk Management, Team Leadership, Macroeconomics, Bonds, Global Custody, Settlement, Equity Research, Asset Managment, Series 63, Bloomberg, Back Office, FX Options, Electronic Trading, Options, Series 7, FINRA, Trading Systems, ETFs, Management, Equity Trading, Securities
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance and Entrepreneurial Inovation
Southern Methodist University 1990 — 1994
BBA, Finance and Marketing
The German School, Washington DC
Lauren Kramer Lauren Kramer's Brown Brothers Harriman Experience October 2013 - April 2014
Job Connectivity Consultant at Eze Software Group
Industry Banking
Experience
Eze Software Group April 2014 - Present
Brown Brothers Harriman October 2013 - April 2014
M&T Bank August 2012 - October 2013
St Lawrence University October 2009 - May 2012
Skills
SPSS, PowerPoint, Research, Social Psychology, Customer Service, Qualitative Research, Event Planning, Public Speaking, Leadership, Financial Modeling, Excel, Enterprise Relationship..., AFS, Fundraising, Psychology, Statistics, Outlook, Microsoft Excel
Education
St. Lawrence University 2008 — 2012
Bachelors, Psychology, 3.9
Eze Software Group April 2014 - Present
Brown Brothers Harriman October 2013 - April 2014
M&T Bank August 2012 - October 2013
St Lawrence University October 2009 - May 2012
Skills
SPSS, PowerPoint, Research, Social Psychology, Customer Service, Qualitative Research, Event Planning, Public Speaking, Leadership, Financial Modeling, Excel, Enterprise Relationship..., AFS, Fundraising, Psychology, Statistics, Outlook, Microsoft Excel
Education
St. Lawrence University 2008 — 2012
Bachelors, Psychology, 3.9
David Cafiero David Cafiero's Brown Brothers Harriman Experience November 1999 - April 2000
Job Commercial Real Estate Investment Broker
Industry Real Estate
Experience
Marcus & Millichap May 2011 - Present
Soldier Capital October 2009 - March 2011
Virtus Investment Partners October 2000 - March 2009
Brown Brothers Harriman November 1999 - April 2000
Zweig/Glaser Advisers December 1997 - November 1999
Education
Seton Hall University 1993 — 1997
Acounting, Psychology
Marcus & Millichap May 2011 - Present
Soldier Capital October 2009 - March 2011
Virtus Investment Partners October 2000 - March 2009
Brown Brothers Harriman November 1999 - April 2000
Zweig/Glaser Advisers December 1997 - November 1999
Education
Seton Hall University 1993 — 1997
Acounting, Psychology
Bill Murphy, CAIA Bill Murphy, CAIA's Brown Brothers Harriman Experience 2004 - 2005
Job Director, Capital Introductions at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Massey Quick & Co., LLC August 2011 - June 2015
Northern Trust Corporation July 2010 - August 2011
Shepherd Kaplan LLC October 2005 - July 2010
Brown Brothers Harriman 2004 - 2005
Skills
Asset Management, Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Fund Of Funds, Investment Management, Wealth Management, Asset Allocation, Due Diligence, Investment Advisory, Fund Accounting, Financial Services, Valuation, Management, Operations Management
Education
Southern New Hampshire University 2000 — 2003
Business Administration / 3Year Honors Degree Program (B.S.), Business Management
Bank of America Merrill Lynch June 2015 - Present
Massey Quick & Co., LLC August 2011 - June 2015
Northern Trust Corporation July 2010 - August 2011
Shepherd Kaplan LLC October 2005 - July 2010
Brown Brothers Harriman 2004 - 2005
Skills
Asset Management, Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Fund Of Funds, Investment Management, Wealth Management, Asset Allocation, Due Diligence, Investment Advisory, Fund Accounting, Financial Services, Valuation, Management, Operations Management
Education
Southern New Hampshire University 2000 — 2003
Business Administration / 3Year Honors Degree Program (B.S.), Business Management
Henry DeSimone Henry DeSimone's Brown Brothers Harriman Experience June 2012 - November 2012
Job Staffing Manager at Accountemps
Industry Financial Services
Experience
Accountemps August 2015 - Present
Vaco April 2015 - July 2015
Epsilon January 2013 - April 2015
Brown Brothers Harriman June 2012 - November 2012
Eastern Bank January 2008 - January 2009
Skills
Customer Satisfaction, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Customer Service, Public Speaking, Teamwork, Credit, QuickBooks, Account Reconciliation, Sales, Banking, Analysis
Education
Salve Regina University 2008 — 2012
Financial Managment, Finance and Financial Management Services
Tilton School 2007 — 2008
BHS
Accountemps August 2015 - Present
Vaco April 2015 - July 2015
Epsilon January 2013 - April 2015
Brown Brothers Harriman June 2012 - November 2012
Eastern Bank January 2008 - January 2009
Skills
Customer Satisfaction, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Customer Service, Public Speaking, Teamwork, Credit, QuickBooks, Account Reconciliation, Sales, Banking, Analysis
Education
Salve Regina University 2008 — 2012
Financial Managment, Finance and Financial Management Services
Tilton School 2007 — 2008
BHS
Elizabeth Grealy's Brown Brothers Harriman Experience July 1988 - August 1995
Job CEO, Grealy Globalization Enterprises
Industry Financial Services
Experience
Grealy Globalization Enterprises 2008 - Present
State Street Financial Services May 2001 - May 2008
IBM/ Lotus February 1997 - May 2000
Brown Brothers Harriman July 1988 - August 1995
Skills
Entrepreneurship, IT Strategy, Global Leadership, Outsourcing, Management Consulting, Strategic Planning, Business Strategy, Contract Negotiation, Program Management, Strategic Partnerships, Vendor Management, Negotiation, Market Research, Business Planning, Banking, Project Management, Strategy, Management, Leadership, Consulting, SaaS, Cloud Computing, Financial Services, Governance, IT Service Management
Education
Simmons College - Simmons School of Management 1995 — 1996
MBA
Southern New Hampshire University
BS, Computer Information Systems
Grealy Globalization Enterprises 2008 - Present
State Street Financial Services May 2001 - May 2008
IBM/ Lotus February 1997 - May 2000
Brown Brothers Harriman July 1988 - August 1995
Skills
Entrepreneurship, IT Strategy, Global Leadership, Outsourcing, Management Consulting, Strategic Planning, Business Strategy, Contract Negotiation, Program Management, Strategic Partnerships, Vendor Management, Negotiation, Market Research, Business Planning, Banking, Project Management, Strategy, Management, Leadership, Consulting, SaaS, Cloud Computing, Financial Services, Governance, IT Service Management
Education
Simmons College - Simmons School of Management 1995 — 1996
MBA
Southern New Hampshire University
BS, Computer Information Systems
Dean Williams Dean Williams's Brown Brothers Harriman Experience 1993 - 2001
Job EVP, Global Human Capital at NTT DATA, Inc. (Formerly Keane)
Industry Human Resources
Experience
NTT DATA, Inc. (formerly Keane) 2007 - Present
Investors Bank & Trust 2001 - 2007
Brown Brothers Harriman 1993 - 2001
Bank of Boston 1990 - 1993
Skills
Talent Acquisition, Recruiting, Talent Management, Organizational Design, Applicant Tracking..., Vendor Management, Change Management, Performance Management, Organizational..., Human Resources, Onboarding, HRIS, Employee Engagement, Deferred Compensation
Education
San Diego State University-California State University 1986 — 1989
MS, Organizational Psychology
University of California, Santa Barbara 1982 — 1986
BA
NTT DATA, Inc. (formerly Keane) 2007 - Present
Investors Bank & Trust 2001 - 2007
Brown Brothers Harriman 1993 - 2001
Bank of Boston 1990 - 1993
Skills
Talent Acquisition, Recruiting, Talent Management, Organizational Design, Applicant Tracking..., Vendor Management, Change Management, Performance Management, Organizational..., Human Resources, Onboarding, HRIS, Employee Engagement, Deferred Compensation
Education
San Diego State University-California State University 1986 — 1989
MS, Organizational Psychology
University of California, Santa Barbara 1982 — 1986
BA
Robin Dash Robin Dash's Brown Brothers Harriman Experience January 2007 - Present
Job Vice President at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman January 2007 - Present
Merrill Lynch December 2001 - December 2006
Goldman Sachs, NY July 1999 - July 2001
ITC Infotech April 1996 - April 1999
National Center for Software technology 1994 - 1996
Skills
Business Intelligence, Oracle, Data Warehousing, Requirements Analysis, Databases, Project Management, SDLC, SQL, Business Analysis, Business Process, Management, Software Project..., PL/SQL, Strategy, Unix, Sybase, Data Modeling, SOA, Database Design, Eagle PACE, Business Process..., Data Migration, Accounting, General Ledger, Fund Accounting, Budgets, Software Development, Vendor Management, ETFs, Java, Requirements Gathering, Finance, Integration, Agile Methodologies, Solution Architecture, Disaster Recovery
Education
National Center For Software Technology 1994 — 1996
PGDST, Computer Science
Sambalpur University 1990 — 1994
BE, Mechanical Engineering
UCE Burla 1990 — 1994
BE, Mechanical Engineering
BJB College 1988 — 1990
DM School 1977 — 1988
Brown Brothers Harriman January 2007 - Present
Merrill Lynch December 2001 - December 2006
Goldman Sachs, NY July 1999 - July 2001
ITC Infotech April 1996 - April 1999
National Center for Software technology 1994 - 1996
Skills
Business Intelligence, Oracle, Data Warehousing, Requirements Analysis, Databases, Project Management, SDLC, SQL, Business Analysis, Business Process, Management, Software Project..., PL/SQL, Strategy, Unix, Sybase, Data Modeling, SOA, Database Design, Eagle PACE, Business Process..., Data Migration, Accounting, General Ledger, Fund Accounting, Budgets, Software Development, Vendor Management, ETFs, Java, Requirements Gathering, Finance, Integration, Agile Methodologies, Solution Architecture, Disaster Recovery
Education
National Center For Software Technology 1994 — 1996
PGDST, Computer Science
Sambalpur University 1990 — 1994
BE, Mechanical Engineering
UCE Burla 1990 — 1994
BE, Mechanical Engineering
BJB College 1988 — 1990
DM School 1977 — 1988
Maria Chiumiento's Brown Brothers Harriman Experience May 2014 - April 2015
Job Client Service Representative at Regus
Industry Banking
Experience
Regus April 2015 - Present
Jackson Hewitt Tax Service Inc. January 2015 - April 2015
Brown Brothers Harriman May 2014 - April 2015
Jackson Hewitt Tax Service Inc. January 2014 - April 2014
Saugusbank February 2013 - January 2014
Saugusbank February 2013 - January 2014
Eastern Bank August 2012 - October 2012
Mastrocola Law Office February 2011 - May 2011
Mckinnons butcher shop 2005 - 2011
Eagle Bank January 2008 - January 2009
Skills
Banking, Cash Handling Experience, customer service, Microsoft Excel, Microsoft Word, Peachtree, QuickBooks, PowerPoint, Typing, Customer Service, Deposits, Loans, Analysis, Sales
Education
Salem State College 2008 — 2013
Bachelor degree of Science in Business Administration, Accounting, 2.667
Regus April 2015 - Present
Jackson Hewitt Tax Service Inc. January 2015 - April 2015
Brown Brothers Harriman May 2014 - April 2015
Jackson Hewitt Tax Service Inc. January 2014 - April 2014
Saugusbank February 2013 - January 2014
Saugusbank February 2013 - January 2014
Eastern Bank August 2012 - October 2012
Mastrocola Law Office February 2011 - May 2011
Mckinnons butcher shop 2005 - 2011
Eagle Bank January 2008 - January 2009
Skills
Banking, Cash Handling Experience, customer service, Microsoft Excel, Microsoft Word, Peachtree, QuickBooks, PowerPoint, Typing, Customer Service, Deposits, Loans, Analysis, Sales
Education
Salem State College 2008 — 2013
Bachelor degree of Science in Business Administration, Accounting, 2.667
Mariel Jefferson Mariel Jefferson's Brown Brothers Harriman Experience April 2012 - May 2013
Job Relationship Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
BNY Mellon March 2014 - July 2015
TechTarget May 2013 - March 2014
Brown Brothers Harriman April 2012 - May 2013
Pioneer Investments August 2011 - April 2012
Skidmore College September 2010 - May 2011
Skidmore College Athletics Office January 2009 - May 2011
NeoSaej Corporation May 2010 - August 2010
Skills
Accounting, Account Reconciliation, Microsoft Office, PowerPoint, Microsoft Excel
Education
Skidmore College 2007 — 2011
Bachelor of Science, Management and Business
University of Westminster 2010 — 2010
Belmont High School 2003 — 2007
BNY Mellon July 2015 - Present
BNY Mellon March 2014 - July 2015
TechTarget May 2013 - March 2014
Brown Brothers Harriman April 2012 - May 2013
Pioneer Investments August 2011 - April 2012
Skidmore College September 2010 - May 2011
Skidmore College Athletics Office January 2009 - May 2011
NeoSaej Corporation May 2010 - August 2010
Skills
Accounting, Account Reconciliation, Microsoft Office, PowerPoint, Microsoft Excel
Education
Skidmore College 2007 — 2011
Bachelor of Science, Management and Business
University of Westminster 2010 — 2010
Belmont High School 2003 — 2007
Sara Purisky Sara Purisky's Brown Brothers Harriman Experience June 2014 - August 2014
Job Campus Visit Coordinator at Simmons College
Industry Higher Education
Experience
Simmons College May 2015 - Present
Simmons College September 2014 - May 2015
Simmons College January 2014 - May 2015
Simmons College October 2012 - May 2015
Brown Brothers Harriman June 2014 - August 2014
Simmons College September 2012 - December 2013
Simmons College May 2013 - August 2013
Education
Simmons College - Simmons School of Management 2015 — 2017
Master’s Degree, Master of Science in Management
Simmons College 2012 — 2015
Bachelor of Science, Finance; Psychology, summa cum laude
The George Washington University 2011 — 2012
Lynnfield High School 2007 — 2011
Simmons College May 2015 - Present
Simmons College September 2014 - May 2015
Simmons College January 2014 - May 2015
Simmons College October 2012 - May 2015
Brown Brothers Harriman June 2014 - August 2014
Simmons College September 2012 - December 2013
Simmons College May 2013 - August 2013
Education
Simmons College - Simmons School of Management 2015 — 2017
Master’s Degree, Master of Science in Management
Simmons College 2012 — 2015
Bachelor of Science, Finance; Psychology, summa cum laude
The George Washington University 2011 — 2012
Lynnfield High School 2007 — 2011
Ned Yetten Ned Yetten's Brown Brothers Harriman Experience February 2013 - April 2015
Job Senior Vice President at Brown Brothers Harriman
Industry Banking
Experience
Oppenheimer & Co. Inc. May 2015 - Present
Brown Brothers Harriman February 2013 - April 2015
Bank of America Merrill Lynch August 2002 - January 2013
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Bloomberg, Capital Markets, Equities, Investments, Hedge Funds, Fixed Income, Corporate Finance, Equity Derivatives, Equity Research, Securities, Alternative Investments
Education
Stanford University 1998 — 2002
BA, Economics
Phillips Academy 1994 — 1998
High School
Oppenheimer & Co. Inc. May 2015 - Present
Brown Brothers Harriman February 2013 - April 2015
Bank of America Merrill Lynch August 2002 - January 2013
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Bloomberg, Capital Markets, Equities, Investments, Hedge Funds, Fixed Income, Corporate Finance, Equity Derivatives, Equity Research, Securities, Alternative Investments
Education
Stanford University 1998 — 2002
BA, Economics
Phillips Academy 1994 — 1998
High School
William Froehlich William Froehlich's Brown Brothers Harriman Experience June 2006 - July 2009
Job Senior Special Investigator at NJM Insurance Group
Industry Marketing and Advertising
Experience
NJM Insurance Group July 2009 - Present
Imagine Outdoor May 2000 - Present
Brown Brothers Harriman June 2006 - July 2009
Skills
Marketing Strategy, Marketing, Strategic Planning, Online Advertising, Advertising, New Business Development, Business Strategy, Social Media Marketing, Marketing Communications, Digital Marketing, Business Development, Social Media, Start-ups, Entrepreneurship, Email Marketing
Education
Fairleigh Dickinson, MPA. 2000 — 2003
Master's degree, Public Administration
Seton Hall University 1992 — 1999
Master of Public Administration (MPA), Business Administration and Management, General
West Windsor High School 1976 — 1979
High School
NJM Insurance Group July 2009 - Present
Imagine Outdoor May 2000 - Present
Brown Brothers Harriman June 2006 - July 2009
Skills
Marketing Strategy, Marketing, Strategic Planning, Online Advertising, Advertising, New Business Development, Business Strategy, Social Media Marketing, Marketing Communications, Digital Marketing, Business Development, Social Media, Start-ups, Entrepreneurship, Email Marketing
Education
Fairleigh Dickinson, MPA. 2000 — 2003
Master's degree, Public Administration
Seton Hall University 1992 — 1999
Master of Public Administration (MPA), Business Administration and Management, General
West Windsor High School 1976 — 1979
High School
Jason Litman's Brown Brothers Harriman Experience April 2014 - Present
Job Talent Acquisition Partner (AVP) at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman April 2014 - Present
MechoSystems January 2014 - February 2014
Rule Financial October 2010 - October 2013
Perennial Resources International June 2006 - October 2010
Carat February 2004 - December 2005
Simplex 1997 - 1999
Skills
Recruiting, Human Resources, Consulting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Business Strategy, Data Analysis, Technical Architecture, Business Analysis, Sourcing, Projects, Screening, Project Management, Internet Recruiting, Temporary Placement, Temporary Staffing, Interviews, Management Consulting, SDLC, Program Management, Talent Management, Training, Coaching, Performance Management, Start-ups, Financial Services, Leadership, Staffing Services, Management, CRM, Contract Recruitment, Investment Banking, Benefits Negotiation, PeopleSoft, Personnel Management, Outsourcing, Vendor Management, Onboarding, Business Process..., Information Technology, Employee Engagement, Executive Search, Screening Resumes, Employer Branding, College Recruiting, Employee Relations, Banking, Strategy, Resource Management
Education
State University of New York at Buffalo - School of Management 1999 — 2003
Bachelor, Majors: International Business & Marketing Minor: Accounting
Lorenzo de' Medici 2002 — 2003
International Business
Nyack High School
Brown Brothers Harriman April 2014 - Present
MechoSystems January 2014 - February 2014
Rule Financial October 2010 - October 2013
Perennial Resources International June 2006 - October 2010
Carat February 2004 - December 2005
Simplex 1997 - 1999
Skills
Recruiting, Human Resources, Consulting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Business Strategy, Data Analysis, Technical Architecture, Business Analysis, Sourcing, Projects, Screening, Project Management, Internet Recruiting, Temporary Placement, Temporary Staffing, Interviews, Management Consulting, SDLC, Program Management, Talent Management, Training, Coaching, Performance Management, Start-ups, Financial Services, Leadership, Staffing Services, Management, CRM, Contract Recruitment, Investment Banking, Benefits Negotiation, PeopleSoft, Personnel Management, Outsourcing, Vendor Management, Onboarding, Business Process..., Information Technology, Employee Engagement, Executive Search, Screening Resumes, Employer Branding, College Recruiting, Employee Relations, Banking, Strategy, Resource Management
Education
State University of New York at Buffalo - School of Management 1999 — 2003
Bachelor, Majors: International Business & Marketing Minor: Accounting
Lorenzo de' Medici 2002 — 2003
International Business
Nyack High School
Glenn Lindholm Glenn Lindholm's Brown Brothers Harriman Experience 2014 - Present
Job Ops Lead SpecialistFX Settlement
Industry Financial Services
Experience
Brown Brothers Harriman 2014 - Present
Citi 2007 - 2013
Citi 1993 - 2007
Long Term Credit Bank of Japan 1992 - 1993
Hill Samuel International Banking 1989 - 1991
Skills
FX Options, Foreign Exchange, Options, Business Analysis, Customer Service, Currency, Settlement, Trading, Access, SDLC, Analysis, Treasury, Mutual Funds, Financial Services
Education
Seton Hall University
Bachelor of Arts (BA), Asian Studies/Business Minor, Graduated Cum Laude/Asian Studies Departmental Award
Brown Brothers Harriman 2014 - Present
Citi 2007 - 2013
Citi 1993 - 2007
Long Term Credit Bank of Japan 1992 - 1993
Hill Samuel International Banking 1989 - 1991
Skills
FX Options, Foreign Exchange, Options, Business Analysis, Customer Service, Currency, Settlement, Trading, Access, SDLC, Analysis, Treasury, Mutual Funds, Financial Services
Education
Seton Hall University
Bachelor of Arts (BA), Asian Studies/Business Minor, Graduated Cum Laude/Asian Studies Departmental Award
Bryan Connolly's Brown Brothers Harriman Experience August 2013 - Present
Job FX Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Customer Service, Teamwork, Public Speaking, Leadership, Microsoft Powerpoint
Education
Skidmore College 2009 — 2013
Bachelor of Science (BS), Management and Business
Babylon Junior Senior High School 2006 — 2009
Brown Brothers Harriman August 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Customer Service, Teamwork, Public Speaking, Leadership, Microsoft Powerpoint
Education
Skidmore College 2009 — 2013
Bachelor of Science (BS), Management and Business
Babylon Junior Senior High School 2006 — 2009
Olga Psyllos Olga Psyllos's Brown Brothers Harriman Experience June 2012 - February 2013
Job Sr. Human Resources Administrator for Employee Relations at Brown Brothers Harriman
Industry Public Relations and Communications
Experience
Brown Brothers Harriman June 2012 - February 2013
Brown Brothers Harriman August 2010 - June 2012
Flextronics Software Systems September 2009 - April 2010
Epic Records September 2008 - December 2008
Coach November 2007 - August 2008
Jet Broadband Holdings, LLC November 2006 - July 2007
Skills
PowerPoint, Microsoft Office, Lotus Notes, Concur, Microsoft Excel, Microsoft Word, Outlook
Education
Seton Hall University 2005 — 2009
Bachelor of Arts, Public Relations
Brown Brothers Harriman June 2012 - February 2013
Brown Brothers Harriman August 2010 - June 2012
Flextronics Software Systems September 2009 - April 2010
Epic Records September 2008 - December 2008
Coach November 2007 - August 2008
Jet Broadband Holdings, LLC November 2006 - July 2007
Skills
PowerPoint, Microsoft Office, Lotus Notes, Concur, Microsoft Excel, Microsoft Word, Outlook
Education
Seton Hall University 2005 — 2009
Bachelor of Arts, Public Relations
Christina Quinn Christina Quinn's Brown Brothers Harriman Experience July 2012 - Present
Job Human Resources Professional
Industry Human Resources
Experience
Brown Brothers Harriman July 2012 - Present
Kaufman Dolowich Voluck & Gonzo LLP September 2010 - March 2012
Mayer Brown February 2006 - September 2010
Brown Brothers Harriman November 1999 - August 2004
Education
Smith College
St. Dominic Academy
Brown Brothers Harriman July 2012 - Present
Kaufman Dolowich Voluck & Gonzo LLP September 2010 - March 2012
Mayer Brown February 2006 - September 2010
Brown Brothers Harriman November 1999 - August 2004
Education
Smith College
St. Dominic Academy
John C. Smith II John C. Smith II's Brown Brothers Harriman Experience June 1999 - March 2008
Job Vice President at BNY Mellon
Industry Accounting
Experience
BNY Mellon November 2014 - Present
Resources Global Professionals February 2013 - November 2014
JP Morgan March 2008 - February 2013
Brown Brothers Harriman June 1999 - March 2008
State Street Bank 1997 - 1999
State Street 1989 - 1996
Skills
Accounting, Customer Relations, Fund Administration, Mutual Funds, Financial Reporting, Customer Service, Risk Management, Auditing, Hedge Funds, Banking, Private Equity, Management, Financial Services, Capital Markets, Bloomberg, SEC filings, Equities, Asset Management, Fund Accounting, Derivatives, Valuation, Alternative Investments, Fixed Income, Financial Modeling, Investments, Financial Analysis, Due Diligence, Portfolio Management
Education
Salem State University 1983 — 1987
Bachelors, Business / Economics
Burlington High 1979 — 1983
Diploma, College Prep
BNY Mellon November 2014 - Present
Resources Global Professionals February 2013 - November 2014
JP Morgan March 2008 - February 2013
Brown Brothers Harriman June 1999 - March 2008
State Street Bank 1997 - 1999
State Street 1989 - 1996
Skills
Accounting, Customer Relations, Fund Administration, Mutual Funds, Financial Reporting, Customer Service, Risk Management, Auditing, Hedge Funds, Banking, Private Equity, Management, Financial Services, Capital Markets, Bloomberg, SEC filings, Equities, Asset Management, Fund Accounting, Derivatives, Valuation, Alternative Investments, Fixed Income, Financial Modeling, Investments, Financial Analysis, Due Diligence, Portfolio Management
Education
Salem State University 1983 — 1987
Bachelors, Business / Economics
Burlington High 1979 — 1983
Diploma, College Prep
Daniel McGuire Daniel McGuire's Brown Brothers Harriman Experience July 2004 - November 2010
Job Senior Product Development Analyst at Eagle Investment Systems
Industry Information Technology and Services
Experience
Eagle Investment Systems June 2015 - Present
Eagle Investment Systems November 2010 - May 2015
Brown Brothers Harriman July 2004 - November 2010
State Street June 2002 - July 2004
Skills
Corporate Actions, Fund Accounting, Mutual Funds, Bloomberg, Fixed Income, Securities, Equities, Derivatives, Middle Office, Hedge Funds, Back Office, Financial Services
Education
Southern New Hampshire University 2006 — 2010
Master of Business Administration (MBA)
UMass Dartmouth 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Eagle Investment Systems June 2015 - Present
Eagle Investment Systems November 2010 - May 2015
Brown Brothers Harriman July 2004 - November 2010
State Street June 2002 - July 2004
Skills
Corporate Actions, Fund Accounting, Mutual Funds, Bloomberg, Fixed Income, Securities, Equities, Derivatives, Middle Office, Hedge Funds, Back Office, Financial Services
Education
Southern New Hampshire University 2006 — 2010
Master of Business Administration (MBA)
UMass Dartmouth 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Ferry Cadet's Brown Brothers Harriman Experience March 2012 - June 2013
Job MBA Candidate at Simmons College
Industry Philanthropy
Experience
Staples June 2015 - August 2015
The Boston Foundation July 2013 - June 2015
Brown Brothers Harriman March 2012 - June 2013
Brigham and Women's Hospital November 2009 - January 2013
The Center for Social Policy at Umass Boston January 2011 - June 2011
Skills
Administrative Support, Administration, Data Entry, Outlook, Stata, Qualitative Research, Fundraising, PowerPoint, Microsoft Excel, Leadership, Data Analysis, Administrative..., Nonprofits
Education
Simmons School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Massachusetts Boston 2006 — 2011
Bachelor of Arts, Economics & Women's Studies
Randolph High School 2002 — 2006
Staples June 2015 - August 2015
The Boston Foundation July 2013 - June 2015
Brown Brothers Harriman March 2012 - June 2013
Brigham and Women's Hospital November 2009 - January 2013
The Center for Social Policy at Umass Boston January 2011 - June 2011
Skills
Administrative Support, Administration, Data Entry, Outlook, Stata, Qualitative Research, Fundraising, PowerPoint, Microsoft Excel, Leadership, Data Analysis, Administrative..., Nonprofits
Education
Simmons School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Massachusetts Boston 2006 — 2011
Bachelor of Arts, Economics & Women's Studies
Randolph High School 2002 — 2006
Gonzalo Martin Vidano's Brown Brothers Harriman Experience January 2001 - January 2004
Job Owner, Sky Village Realty
Industry Real Estate
Experience
Sky Village Realty June 2008 - Present
Qnexo January 2005 - March 2008
Brown Brothers Harriman January 2001 - January 2004
Thomson Reuters June 2000 - December 2000
Skills
Marketing, Marketing Strategy, Web Marketing, Residential Homes, CRM, Real Estate, Negotiation, Investments, Online Advertising, Advertising, Contract Negotiation, Sales, Business Development, Strategic Planning, Social Media, New Business Development, Sales Management, Marketing Communications, Mergers & Acquisitions, Forecasting, Management, Budgets, Investment Properties, SEO, Entrepreneurship, Training, Investors, Management Consulting, Business Planning, Start-ups, Project Planning, Online Marketing, Small Business
Education
San Diego State University-California State University 2004 — 2005
MBA, Entrepreneurship
Suffolk University 1997 — 2000
BS, International Economics
St Georges College 1993 — 1997
International Baccalaureate
Sky Village Realty June 2008 - Present
Qnexo January 2005 - March 2008
Brown Brothers Harriman January 2001 - January 2004
Thomson Reuters June 2000 - December 2000
Skills
Marketing, Marketing Strategy, Web Marketing, Residential Homes, CRM, Real Estate, Negotiation, Investments, Online Advertising, Advertising, Contract Negotiation, Sales, Business Development, Strategic Planning, Social Media, New Business Development, Sales Management, Marketing Communications, Mergers & Acquisitions, Forecasting, Management, Budgets, Investment Properties, SEO, Entrepreneurship, Training, Investors, Management Consulting, Business Planning, Start-ups, Project Planning, Online Marketing, Small Business
Education
San Diego State University-California State University 2004 — 2005
MBA, Entrepreneurship
Suffolk University 1997 — 2000
BS, International Economics
St Georges College 1993 — 1997
International Baccalaureate
John Minervini Jr John Minervini Jr's Brown Brothers Harriman Experience 2000 - Present
Job Market Data Project Manager At Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2000 - Present
Dow Jones Newswires January 2000 - August 2000
Skills
Project Management, Microsoft Excel, Customer Service, Business Analysis, PowerPoint, Microsoft Word, Banking, Investments, Analysis, Financial Analysis
Education
Seton Hall University 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Emerson High School, Union City, New Jersey 1980 — 1984
Brown Brothers Harriman 2000 - Present
Dow Jones Newswires January 2000 - August 2000
Skills
Project Management, Microsoft Excel, Customer Service, Business Analysis, PowerPoint, Microsoft Word, Banking, Investments, Analysis, Financial Analysis
Education
Seton Hall University 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Emerson High School, Union City, New Jersey 1980 — 1984
Anna Sternberg Anna Sternberg's Brown Brothers Harriman Experience June 2014 - August 2014
Job Regulatory Enforcement and Compliance Associate at KPMG US
Industry Financial Services
Experience
KPMG US Senior InterviewerSmith CollegeSeptember 2014 - May 2015
Smith College September 2013 - May 2015
Smith College September 2013 - May 2015
Smith College January 2012 - May 2015
Smith College September 2011 - May 2015
Brown Brothers Harriman June 2014 - August 2014
YWCA of Greenwich Connecticut 2011 - 2013
Sensory Kids LLC 2008 - 2011
American Legion Auxiliary June 2010 - July 2010
Education
Smith College 2011 — 2015
Bachelor of Arts (BA), Political Science and Government, Economics
Greenwich High School 2007 — 2011
High School
KPMG US Senior InterviewerSmith CollegeSeptember 2014 - May 2015
Smith College September 2013 - May 2015
Smith College September 2013 - May 2015
Smith College January 2012 - May 2015
Smith College September 2011 - May 2015
Brown Brothers Harriman June 2014 - August 2014
YWCA of Greenwich Connecticut 2011 - 2013
Sensory Kids LLC 2008 - 2011
American Legion Auxiliary June 2010 - July 2010
Education
Smith College 2011 — 2015
Bachelor of Arts (BA), Political Science and Government, Economics
Greenwich High School 2007 — 2011
High School
Violetta Berlin Violetta Berlin's Brown Brothers Harriman Experience 2003 - 2005
Job business analyst
Industry Financial Services
Experience
Brown Brothers Harriman 2003 - 2005
Fidelity Investments 2000 - 2003
Brown Brothers Harriman 1998 - 2000
BNY Mellon 1997 - 1998
Skills
Equities, Fixed Income, Financial Analysis, Microsoft Office, Financial Services, Business Analysis, Mutual Funds, Microsoft Excel, Securities, Asset Managment, Back Office, Customer Service, Banking, Project Management, PowerPoint, User Acceptance Testing, Microsoft Word, Process Improvement, Photography, Portrait Photography, Start-ups, Fashion, BrioQuiry, Photoshop, Lightroom
Education
St. John's University 1994 — 1997
Bachelor of Science (BS), Finance
Brown Brothers Harriman 2003 - 2005
Fidelity Investments 2000 - 2003
Brown Brothers Harriman 1998 - 2000
BNY Mellon 1997 - 1998
Skills
Equities, Fixed Income, Financial Analysis, Microsoft Office, Financial Services, Business Analysis, Mutual Funds, Microsoft Excel, Securities, Asset Managment, Back Office, Customer Service, Banking, Project Management, PowerPoint, User Acceptance Testing, Microsoft Word, Process Improvement, Photography, Portrait Photography, Start-ups, Fashion, BrioQuiry, Photoshop, Lightroom
Education
St. John's University 1994 — 1997
Bachelor of Science (BS), Finance
Tye Pennycooke Tye Pennycooke's Brown Brothers Harriman Experience November 1999 - March 2004
Job Purchasing Accountant at Manhattan Associates Professional Disc Jockey
Industry Information Technology and Services
Experience
Manhattan Associates February 2015 - Present
Crawford & Company November 2004 - February 2015
Bank of America February 2006 - April 2013
Brown Brothers Harriman November 1999 - March 2004
Skills
Accounts Payable, General Ledger, Variance Analysis, 10 Key, Month End Close, Account Reconciliation, Purchase Orders, Journal Entries, Customer Service, Vendor Management, Financial Statements, Accounts Receivable, Invoicing, Expenses, Lotus Notes, GAAP, Data Entry, Bookkeeping, Fixed Assets, Financial Reporting, Payments, Financial Analysis, Balance, Accounting, Balance Sheet, Invoice Processing, Accruals, Bank Reconciliation, Financial Accounting, Microsoft Excel, Process Improvement, Microsoft Word, Auditing, Analysis
Education
St. Francis College 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Manhattan Associates February 2015 - Present
Crawford & Company November 2004 - February 2015
Bank of America February 2006 - April 2013
Brown Brothers Harriman November 1999 - March 2004
Skills
Accounts Payable, General Ledger, Variance Analysis, 10 Key, Month End Close, Account Reconciliation, Purchase Orders, Journal Entries, Customer Service, Vendor Management, Financial Statements, Accounts Receivable, Invoicing, Expenses, Lotus Notes, GAAP, Data Entry, Bookkeeping, Fixed Assets, Financial Reporting, Payments, Financial Analysis, Balance, Accounting, Balance Sheet, Invoice Processing, Accruals, Bank Reconciliation, Financial Accounting, Microsoft Excel, Process Improvement, Microsoft Word, Auditing, Analysis
Education
St. Francis College 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Craig Sexton Craig Sexton's Brown Brothers Harriman Experience 2008 - 2009
Job Marketing and Assistant Sales Manager at Minus33
Industry Marketing and Advertising
Experience
Minus33 Merino Wool Clothing April 2014 - Present
Boston Red Sox February 2013 - April 2014
Boston Celtics June 2012 - February 2013
Springfield College 2010 - 2012
The Rivers School 2009 - 2010
Brown Brothers Harriman 2008 - 2009
Skills
Sports, Sales, Sports Management, Event Management, Ticket Sales, Event Planning, Inside Sales, Fundraising, Social Media, Customer Service, Microsoft Office, Marketing, Public Speaking, PowerPoint, Research, Public Relations, Microsoft Word, Microsoft Excel, Budget, Direct Sales, Social Media Marketing
Education
Springfield College 2010 — 2011
Master of Education (M.Ed.), Sport Management
Stonehill College 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management
Boston College High School 2000 — 2004
Minus33 Merino Wool Clothing April 2014 - Present
Boston Red Sox February 2013 - April 2014
Boston Celtics June 2012 - February 2013
Springfield College 2010 - 2012
The Rivers School 2009 - 2010
Brown Brothers Harriman 2008 - 2009
Skills
Sports, Sales, Sports Management, Event Management, Ticket Sales, Event Planning, Inside Sales, Fundraising, Social Media, Customer Service, Microsoft Office, Marketing, Public Speaking, PowerPoint, Research, Public Relations, Microsoft Word, Microsoft Excel, Budget, Direct Sales, Social Media Marketing
Education
Springfield College 2010 — 2011
Master of Education (M.Ed.), Sport Management
Stonehill College 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management
Boston College High School 2000 — 2004
Alison Duran Alison Duran's Brown Brothers Harriman Experience June 2015 - August 2015
Job Project Management Systems Intern at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Suffolk University September 2014 - Present
Brown Brothers Harriman June 2015 - August 2015
City of Rome Parks and Recreation June 2013 - August 2014
The College at Brockport State University Of New York August 2012 - December 2012
Skills
Microsoft Office, Microsoft Access, Microsoft Project, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Customer Service, WiX, Blueprinting, Blueprint Reading, Group Work, Time Management, Operations Management, Data Analysis
Education
Suffolk University 2013 — 2016
BSBA, Information Technology, Minor- Big Data & Analytics
State University of New York College at Brockport 2012 — 2012
BA, Business Administration and Management, General
Suffolk University September 2014 - Present
Brown Brothers Harriman June 2015 - August 2015
City of Rome Parks and Recreation June 2013 - August 2014
The College at Brockport State University Of New York August 2012 - December 2012
Skills
Microsoft Office, Microsoft Access, Microsoft Project, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Customer Service, WiX, Blueprinting, Blueprint Reading, Group Work, Time Management, Operations Management, Data Analysis
Education
Suffolk University 2013 — 2016
BSBA, Information Technology, Minor- Big Data & Analytics
State University of New York College at Brockport 2012 — 2012
BA, Business Administration and Management, General
Jennifer Shad Jennifer Shad's Brown Brothers Harriman Experience February 2011 - Present
Job Associate, Brown Brothers Harriman
Industry Financial Services
Sean Stymacks Sean Stymacks's Brown Brothers Harriman Experience April 2011 - February 2012
Job Treasury Analyst at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group - Private Equity September 2013 - Present
Fortress Investment Group January 2013 - September 2013
Sumitomo Mitsui Banking Corporation February 2012 - August 2012
Brown Brothers Harriman April 2011 - February 2012
Brown Brothers Harriman April 2010 - April 2011
Price Waterhouse Coopers January 2010 - April 2010
Cadbury Schweppes Americas Beverages June 2006 - August 2007
Skills
Bloomberg, ACH, Fixed Income, CRM, Bloomberg Terminal, SWIFT payments, SWIFT messaging, Project Management, Product Management, Product Development, Treasury Services, Wire Transfers, Project Planning, NACHA, Client Education, Building Brand Awareness, Services Marketing, Promotions, Remote Deposit Capture, Check 21, Fedwire, Cognos, ERP, Certified Treasury..., Equities
Education
Siena College 2004 — 2008
Bachelor of Science, Finance
Fortress Investment Group - Private Equity September 2013 - Present
Fortress Investment Group January 2013 - September 2013
Sumitomo Mitsui Banking Corporation February 2012 - August 2012
Brown Brothers Harriman April 2011 - February 2012
Brown Brothers Harriman April 2010 - April 2011
Price Waterhouse Coopers January 2010 - April 2010
Cadbury Schweppes Americas Beverages June 2006 - August 2007
Skills
Bloomberg, ACH, Fixed Income, CRM, Bloomberg Terminal, SWIFT payments, SWIFT messaging, Project Management, Product Management, Product Development, Treasury Services, Wire Transfers, Project Planning, NACHA, Client Education, Building Brand Awareness, Services Marketing, Promotions, Remote Deposit Capture, Check 21, Fedwire, Cognos, ERP, Certified Treasury..., Equities
Education
Siena College 2004 — 2008
Bachelor of Science, Finance
Rod Riggins, CFA Rod Riggins, CFA's Brown Brothers Harriman Experience 1987 - 1989
Job Advisor Relations at The Dallas Foundation
Industry Financial Services
Experience
The Dallas Foundation October 2015 - Present
BNY Mellon September 2011 - January 2015
US Trust September 1989 - September 2011
Brown Brothers Harriman 1987 - 1989
Rauscher, Pierce, Refsnes 1985 - 1987
The Engleman Company 1981 - 1985
Texas Instruments 1979 - 1981
US Navy 1974 - 1978
Skills
Philanthropic Planning, Wealth Management, Portfolio Management, Equities, Banking, Financial Advisory, Asset Management, Alternative Investments, Asset Allocation, Relationship Management, Fixed Income Portfolio..., Investment Strategies, Mutual Funds, Wealth Management..., Investment Management, Finance, Private Banking, High Net Worth..., Investment Advisory, Series 7, Investments, Counseling Entrepreneurs, Financial Analysis
Education
The American College 2014 — 2014
Chartered Advisor in Philanthropy, Philanthropic Planning for High Net Worth Families
Southern Methodist University - Cox School of Business 1978 — 1979
MBA
Vanderbilt University 1970 — 1974
BA, English Literature, History
CFA Institute
Chartered Financial Analyst (CFA), Portfolio Analysis and Management
The Dallas Foundation October 2015 - Present
BNY Mellon September 2011 - January 2015
US Trust September 1989 - September 2011
Brown Brothers Harriman 1987 - 1989
Rauscher, Pierce, Refsnes 1985 - 1987
The Engleman Company 1981 - 1985
Texas Instruments 1979 - 1981
US Navy 1974 - 1978
Skills
Philanthropic Planning, Wealth Management, Portfolio Management, Equities, Banking, Financial Advisory, Asset Management, Alternative Investments, Asset Allocation, Relationship Management, Fixed Income Portfolio..., Investment Strategies, Mutual Funds, Wealth Management..., Investment Management, Finance, Private Banking, High Net Worth..., Investment Advisory, Series 7, Investments, Counseling Entrepreneurs, Financial Analysis
Education
The American College 2014 — 2014
Chartered Advisor in Philanthropy, Philanthropic Planning for High Net Worth Families
Southern Methodist University - Cox School of Business 1978 — 1979
MBA
Vanderbilt University 1970 — 1974
BA, English Literature, History
CFA Institute
Chartered Financial Analyst (CFA), Portfolio Analysis and Management
Claudia Giuliani-Parrelli's Brown Brothers Harriman Experience May 2015 - Present
Job HR Senior Professional Benefits Progam Admin, Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2008 - Present
Skills
Employee Relations, Onboarding, PeopleSoft, Human Resources, Employee Engagement, Lotus Notes, HR Policies, Team Leadership, Performance Management, HRIS, Financial Services, Vendor Management, Benefits Administration, Project Management, Management, Recruiting, Talent Acquisition, Succession Planning, Applicant Tracking..., Career Development, Employee Benefits
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelors, Business Management
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2008 - Present
Skills
Employee Relations, Onboarding, PeopleSoft, Human Resources, Employee Engagement, Lotus Notes, HR Policies, Team Leadership, Performance Management, HRIS, Financial Services, Vendor Management, Benefits Administration, Project Management, Management, Recruiting, Talent Acquisition, Succession Planning, Applicant Tracking..., Career Development, Employee Benefits
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelors, Business Management
Adrienne Luongo, GPHR Adrienne Luongo, GPHR's Brown Brothers Harriman Experience June 1997 - April 2001
Job Global Head Talent Acquisition OGD & GMA Novartis Oncology
Industry Pharmaceuticals
Experience
Novartis Oncology July 2015 - Present
Novartis Oncology April 2013 - July 2015
Roche Pharmaceuticals September 2001 - April 2013
Tiffany & Co April 1999 - November 2001
Brown Brothers Harriman June 1997 - April 2001
Quest Diagnostics October 1997 - March 2000
Skills
Talent Acquisition, Global Talent..., Diversity, Strategic Planning, Sourcing, Project Management, Global Recruiting, Talent Management, Recruiting, Employee Relations, Human Resources, Deferred Compensation, Succession Planning, Screening, Leadership Development, Hiring, Business Development, Management, Team Building, Technical Recruiting, Executive Search, Applicant Tracking..., Onboarding, Performance Management, Employer Branding, Workforce Planning, Taleo, Strategy, Leadership, CRM, Process Improvement, Program Management, Employee Engagement
Education
Seton Hall University
Novartis Oncology July 2015 - Present
Novartis Oncology April 2013 - July 2015
Roche Pharmaceuticals September 2001 - April 2013
Tiffany & Co April 1999 - November 2001
Brown Brothers Harriman June 1997 - April 2001
Quest Diagnostics October 1997 - March 2000
Skills
Talent Acquisition, Global Talent..., Diversity, Strategic Planning, Sourcing, Project Management, Global Recruiting, Talent Management, Recruiting, Employee Relations, Human Resources, Deferred Compensation, Succession Planning, Screening, Leadership Development, Hiring, Business Development, Management, Team Building, Technical Recruiting, Executive Search, Applicant Tracking..., Onboarding, Performance Management, Employer Branding, Workforce Planning, Taleo, Strategy, Leadership, CRM, Process Improvement, Program Management, Employee Engagement
Education
Seton Hall University
Peter Wieland's Brown Brothers Harriman Experience January 2000 - September 2004
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Collaborative Consulting September 2004 - April 2011
Brown Brothers Harriman January 2000 - September 2004
Exodus Communications September 2000 - December 2000
Thomson Financial January 1997 - September 2000
Fidelity Investments January 1993 - December 1996
Education
St. Lawrence University 1987 — 1991
Holderness School 1985 — 1987
Fidelity Investments April 2011 - Present
Collaborative Consulting September 2004 - April 2011
Brown Brothers Harriman January 2000 - September 2004
Exodus Communications September 2000 - December 2000
Thomson Financial January 1997 - September 2000
Fidelity Investments January 1993 - December 1996
Education
St. Lawrence University 1987 — 1991
Holderness School 1985 — 1987
Daniel Sauer Daniel Sauer's Brown Brothers Harriman Experience November 1998 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 1998 - Present
Skills
Project Management, Client Service Oriented, Desktop Architecture, Windows Security, Trading Systems, Virtual Desktop..., Data Centre Architecture, Cloud Computing, Offshore Solutions, Cost-containment, Infrastructure..., Strategic Technology..., Enterprise Architecture, IT Management, IT Strategy
Education
SUNY New Paltz
Bachelor of Arts (B.A.), Computer Science
Brown Brothers Harriman November 1998 - Present
Skills
Project Management, Client Service Oriented, Desktop Architecture, Windows Security, Trading Systems, Virtual Desktop..., Data Centre Architecture, Cloud Computing, Offshore Solutions, Cost-containment, Infrastructure..., Strategic Technology..., Enterprise Architecture, IT Management, IT Strategy
Education
SUNY New Paltz
Bachelor of Arts (B.A.), Computer Science
Christine Schukat Christine Schukat's Brown Brothers Harriman Experience January 1988 - January 2004
Job Executive Assistant IBD and IMD Business Partners at Goldman Sachs
Industry Banking
Experience
Goldman Sachs May 2014 - Present
Morgan Stanley October 2008 - May 2014
Lehman Brothers April 2004 - January 2008
Brown Brothers Harriman January 1988 - January 2004
Skills
Microsoft Excel, Event Management, Analysis, Process Scheduler, Fixed Income, Equities, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 2001
BS, Business
Franklin K. Lane High School 1984 — 1988
Grade 9 to 12
Sacred Heart School 1980 — 1984
Grade 6 to 8th
Goldman Sachs May 2014 - Present
Morgan Stanley October 2008 - May 2014
Lehman Brothers April 2004 - January 2008
Brown Brothers Harriman January 1988 - January 2004
Skills
Microsoft Excel, Event Management, Analysis, Process Scheduler, Fixed Income, Equities, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 2001
BS, Business
Franklin K. Lane High School 1984 — 1988
Grade 9 to 12
Sacred Heart School 1980 — 1984
Grade 6 to 8th
Colin Dowd Colin Dowd's Brown Brothers Harriman Experience June 2015 - Present
Job CSG Custody Intern at Brown Brothers Harriman Boston
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
US Sports Camps June 2014 - August 2014
Make-A-Wish Massachusetts and Rhode Island May 2014 - August 2014
Suffield Academy June 2013 - August 2013
Encharter Insurance June 2012 - September 2012
Skills
Social Media Consulting, Blogging, Social Media Marketing, Event Planning, Social Networking, Microsoft Word, Research, Public Speaking, Event Management, Leadership, PowerPoint, Microsoft Office, Customer Service, Social Media, Facebook, Microsoft Excel
Education
St. Lawrence University 2012 — 2016
Bachelor's Degree, Economics
Suffield Academy 2009 — 2012
Brown Brothers Harriman June 2015 - Present
US Sports Camps June 2014 - August 2014
Make-A-Wish Massachusetts and Rhode Island May 2014 - August 2014
Suffield Academy June 2013 - August 2013
Encharter Insurance June 2012 - September 2012
Skills
Social Media Consulting, Blogging, Social Media Marketing, Event Planning, Social Networking, Microsoft Word, Research, Public Speaking, Event Management, Leadership, PowerPoint, Microsoft Office, Customer Service, Social Media, Facebook, Microsoft Excel
Education
St. Lawrence University 2012 — 2016
Bachelor's Degree, Economics
Suffield Academy 2009 — 2012
Steve Slattery's Brown Brothers Harriman Experience August 1999 - December 2002
Job Assistant Director, Service Delivery at Statewide Financial System
Industry Information Technology and Services
Experience
Statewide Financial System July 2012 - Present
Statewide Financial System August 2009 - July 2012
CORESense April 2008 - April 2009
Open Solutions, Inc. September 2005 - April 2008
IA Systems June 2004 - September 2005
IA Systems December 2002 - June 2004
Brown Brothers Harriman August 1999 - December 2002
Brown Brothers Harriman December 1997 - August 1999
Brown Brothers Harriman September 1996 - November 1997
Skills
User Interface Design, Business Analysis, Process Engineering, User Acceptance Testing, Usability Testing, Problem Solving, Systems Analysis, SQL, Requirements Analysis, Access, Human-computer..., Information Design, XML, Visio, HTML, Requirements Gathering, SaaS, Documentation, Product Management, Quality Assurance, Process Improvement, Crystal Reports, PeopleSoft, Analysis, Project Planning, Change Management, MS Project, Business Process, Microsoft Office, Software Project..., Troubleshooting, Testing, ERP, Mentoring, Data Warehousing, Software Development, SDLC, Software Documentation, Business Process..., PMO, Project Delivery
Education
St. Lawrence University 1991 — 1995
BA, Government & History
Statewide Financial System July 2012 - Present
Statewide Financial System August 2009 - July 2012
CORESense April 2008 - April 2009
Open Solutions, Inc. September 2005 - April 2008
IA Systems June 2004 - September 2005
IA Systems December 2002 - June 2004
Brown Brothers Harriman August 1999 - December 2002
Brown Brothers Harriman December 1997 - August 1999
Brown Brothers Harriman September 1996 - November 1997
Skills
User Interface Design, Business Analysis, Process Engineering, User Acceptance Testing, Usability Testing, Problem Solving, Systems Analysis, SQL, Requirements Analysis, Access, Human-computer..., Information Design, XML, Visio, HTML, Requirements Gathering, SaaS, Documentation, Product Management, Quality Assurance, Process Improvement, Crystal Reports, PeopleSoft, Analysis, Project Planning, Change Management, MS Project, Business Process, Microsoft Office, Software Project..., Troubleshooting, Testing, ERP, Mentoring, Data Warehousing, Software Development, SDLC, Software Documentation, Business Process..., PMO, Project Delivery
Education
St. Lawrence University 1991 — 1995
BA, Government & History
Dyanne M. Rosado's Brown Brothers Harriman Experience August 2008 - September 2011
Job Deputy Director of Human Resources at Cantor Fitzgerald/BGC Partners/Cantor Gaming
Industry Human Resources
Experience
Cantor Fitzgerald September 2011 - Present
Brown Brothers Harriman August 2008 - September 2011
MetLife July 2004 - August 2008
PricewaterhouseCoopers March 1999 - July 2004
JP Morgan Chase August 1995 - February 1998
Skills
Employee Relations, Performance Management, Succession Planning, Personnel Management, Conflict Resolution, Onboarding, Talent Management, PeopleSoft, Financial Services, Career Development, Change Management, Deferred Compensation, Mergers, Vendor Management, Recruiting, Human Resources, Program Management, Employee Engagement, Workforce Planning, HRIS, Mergers & Acquisitions
Education
Teachers College of Columbia University 2003 — 2006
MA, Organizational Psychology
St. Francis College 1992 — 1995
BA, History
Cantor Fitzgerald September 2011 - Present
Brown Brothers Harriman August 2008 - September 2011
MetLife July 2004 - August 2008
PricewaterhouseCoopers March 1999 - July 2004
JP Morgan Chase August 1995 - February 1998
Skills
Employee Relations, Performance Management, Succession Planning, Personnel Management, Conflict Resolution, Onboarding, Talent Management, PeopleSoft, Financial Services, Career Development, Change Management, Deferred Compensation, Mergers, Vendor Management, Recruiting, Human Resources, Program Management, Employee Engagement, Workforce Planning, HRIS, Mergers & Acquisitions
Education
Teachers College of Columbia University 2003 — 2006
MA, Organizational Psychology
St. Francis College 1992 — 1995
BA, History
Thomas Milley's Brown Brothers Harriman Experience January 2008 - Present
Job Vice President, Project Manager, PMP at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2008 - Present
Education
Southern New Hampshire University 1995 — 1997
MBA, Finance
Brown Brothers Harriman January 2008 - Present
Education
Southern New Hampshire University 1995 — 1997
MBA, Finance
Marc Calder's Brown Brothers Harriman Experience May 2005 - Present
Job Operations Specialist III at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2005 - Present
Oxford Global Resources November 2003 - March 2005
Investors Bank and Trust 2000 - 2004
Stop & Shop Supermarkets May 1989 - July 2000
Skills
Mutual Funds, Financial Services, Fund Accounting, Settlement, Securities, Wealth Management, Financial Reporting, Bloomberg, Equities, Fund Administration, Banking, Asset Allocation, Relationship Management, Global Custody, Derivatives, Financial Analysis, Asset Managment, Fixed Income, Alternative Investments, Investment Management, Finance, Investment Advisory, Portfolio Management, Risk Management, Strategic Financial..., Client Services, Corporate Actions, Accounting, Middle Office, Credit, Valuation, FX Options, Investments, Hedge Funds, Investment Banking
Education
Salem State College 1994 — 2000
Bachelor of Science (BS), Accounting and Finance
Brown Brothers Harriman May 2005 - Present
Oxford Global Resources November 2003 - March 2005
Investors Bank and Trust 2000 - 2004
Stop & Shop Supermarkets May 1989 - July 2000
Skills
Mutual Funds, Financial Services, Fund Accounting, Settlement, Securities, Wealth Management, Financial Reporting, Bloomberg, Equities, Fund Administration, Banking, Asset Allocation, Relationship Management, Global Custody, Derivatives, Financial Analysis, Asset Managment, Fixed Income, Alternative Investments, Investment Management, Finance, Investment Advisory, Portfolio Management, Risk Management, Strategic Financial..., Client Services, Corporate Actions, Accounting, Middle Office, Credit, Valuation, FX Options, Investments, Hedge Funds, Investment Banking
Education
Salem State College 1994 — 2000
Bachelor of Science (BS), Accounting and Finance
Mersiha Ibrakovic's Brown Brothers Harriman Experience 2004 - 2005
Job Financial Planning and Analysis Manager at Vapotherm
Industry Financial Services
Experience
Vapotherm July 2013 - Present
Thermo Fisher Scientific April 2011 - June 2013
Thermo Fisher Scientific 2010 - 2011
Thermo Fisher Scientific 2009 - 2010
Thermo Fisher Scientific 2007 - 2009
Thermo Fisher Scientific 2006 - 2007
Thermo Fisher Scientific 2005 - 2006
Brown Brothers Harriman 2004 - 2005
Skills
IRR, Hyperion Enterprise, Financial Modeling, NPV, Financial Analysis, Data Analysis, Pricing Analysis, Forecasting, Financial Forecasting, Report Building, Ad Hoc Reporting, Essbase, Variance Analysis, Financial Statement..., Consolidation, Analysis, Financial Reporting, Finance, Strategic Financial..., Cost Accounting, Hyperion, Management, Cross-functional Team...
Education
Southern New Hampshire University 2000 — 2003
Bachelor's degree, International Business
Vapotherm July 2013 - Present
Thermo Fisher Scientific April 2011 - June 2013
Thermo Fisher Scientific 2010 - 2011
Thermo Fisher Scientific 2009 - 2010
Thermo Fisher Scientific 2007 - 2009
Thermo Fisher Scientific 2006 - 2007
Thermo Fisher Scientific 2005 - 2006
Brown Brothers Harriman 2004 - 2005
Skills
IRR, Hyperion Enterprise, Financial Modeling, NPV, Financial Analysis, Data Analysis, Pricing Analysis, Forecasting, Financial Forecasting, Report Building, Ad Hoc Reporting, Essbase, Variance Analysis, Financial Statement..., Consolidation, Analysis, Financial Reporting, Finance, Strategic Financial..., Cost Accounting, Hyperion, Management, Cross-functional Team...
Education
Southern New Hampshire University 2000 — 2003
Bachelor's degree, International Business
Rob Chiarella's Brown Brothers Harriman Experience July 2011 - Present
Job Compliance Manager Sales & Marketing Review at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2011 - Present
Advisors Asset Management, Inc. August 2009 - June 2011
UBS Financial Services October 2005 - April 2009
UBS Financial Services May 2003 - September 2005
Prudential Financial Incorporated January 2000 - February 2002
Prudential Securities January 1994 - December 1999
Prudential Securities January 1987 - December 1993
Education
Seton Hall University
Bachelor of Science
Brown Brothers Harriman July 2011 - Present
Advisors Asset Management, Inc. August 2009 - June 2011
UBS Financial Services October 2005 - April 2009
UBS Financial Services May 2003 - September 2005
Prudential Financial Incorporated January 2000 - February 2002
Prudential Securities January 1994 - December 1999
Prudential Securities January 1987 - December 1993
Education
Seton Hall University
Bachelor of Science
Clay Cole's Brown Brothers Harriman Experience November 1969 - September 1973
Job Independent Banking Professional
Industry Banking
Experience
Bank of America -- Retired April 1988 - January 2006
JPMorgan Chase (When it was Chemical Bank) April 1987 - April 1988
Wells Fargo September 1973 - April 1987
Brown Brothers Harriman November 1969 - September 1973
Peace Corps July 1967 - August 1969
Skills
Credit Risk, Commercial Banking, Commercial Lending, Credit, Consumer Lending, Credit Administration, Investment Banking, Credit Analysis, Portfolio Management, Banking, Capital Markets, Loans, Management, Corporate Finance, Financial Analysis, Financial Risk, Small Business Lending
Education
Stanford GSB 1965 — 1967
MBA
Stanford University 1962 — 1965
BA - With Distinction, Economics
Bank of America -- Retired April 1988 - January 2006
JPMorgan Chase (When it was Chemical Bank) April 1987 - April 1988
Wells Fargo September 1973 - April 1987
Brown Brothers Harriman November 1969 - September 1973
Peace Corps July 1967 - August 1969
Skills
Credit Risk, Commercial Banking, Commercial Lending, Credit, Consumer Lending, Credit Administration, Investment Banking, Credit Analysis, Portfolio Management, Banking, Capital Markets, Loans, Management, Corporate Finance, Financial Analysis, Financial Risk, Small Business Lending
Education
Stanford GSB 1965 — 1967
MBA
Stanford University 1962 — 1965
BA - With Distinction, Economics
Susan (Foley) Donaldson's Brown Brothers Harriman Experience OperationsEvergreen Investments1996 - 1998
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman OperationsEvergreen Investments1996 - 1998
Education
Simmons College 1992 — 1996
Case High School 1988 — 1992
Brown Brothers Harriman OperationsEvergreen Investments1996 - 1998
Education
Simmons College 1992 — 1996
Case High School 1988 — 1992
Michael Trusio's Brown Brothers Harriman Experience 1984 - 1985
Job Business Process Analyst at Colgate Palmolive
Industry Information Technology and Services
Experience
Colgate Palmolive October 2014 - Present
SAP March 2012 - August 2013
Lonza June 2008 - March 2012
Mercedes Benz USA November 2007 - March 2008
Avaya April 2006 - November 2007
SAP America 1996 - 2002
National Westminster Bank 1994 - 1996
Anchor Savings Bank 1988 - 1992
Brown Brothers Harriman 1984 - 1985
Skills
SAP, Change Management, Deployment, Executive Reporting, Project Implementation, ERP, Process Engineering, Process Improvement, Business Process, Business Analysis, Metrics, Process Development, Team Building, Integration, Planning, Team Leadership, Mentoring, FICO, Invoice Verification, SAP Implementation, Enterprise Software, Program Management, SAP R/3, Requirements Analysis, Business Process..., Project Management, CRM, Pre-sales, Analytics, SAP ERP
Education
Seton Hall University 1979 — 1983
Bachelor of Science, Finance
Lyndhurst High School
Colgate Palmolive October 2014 - Present
SAP March 2012 - August 2013
Lonza June 2008 - March 2012
Mercedes Benz USA November 2007 - March 2008
Avaya April 2006 - November 2007
SAP America 1996 - 2002
National Westminster Bank 1994 - 1996
Anchor Savings Bank 1988 - 1992
Brown Brothers Harriman 1984 - 1985
Skills
SAP, Change Management, Deployment, Executive Reporting, Project Implementation, ERP, Process Engineering, Process Improvement, Business Process, Business Analysis, Metrics, Process Development, Team Building, Integration, Planning, Team Leadership, Mentoring, FICO, Invoice Verification, SAP Implementation, Enterprise Software, Program Management, SAP R/3, Requirements Analysis, Business Process..., Project Management, CRM, Pre-sales, Analytics, SAP ERP
Education
Seton Hall University 1979 — 1983
Bachelor of Science, Finance
Lyndhurst High School
Liza Vallone's Brown Brothers Harriman Experience March 1998 - February 2009
Job Accounting Coordinator at Tenon Tours
Industry Financial Services
Experience
Tenon Tours April 2012 - Present
Kelmar Associates June 2010 - February 2011
Brown Brothers Harriman March 1998 - February 2009
Skills
Accounts Receivable, Account Reconciliation, Financial Reporting, Analysis, Invoicing, Management, Journal Entries, Financial Analysis, Accounting
Education
Salem State College 1993 — 1998
Bachelor of Science (BS), Political Science and Government
Revere High School 1989 — 1993
Tenon Tours April 2012 - Present
Kelmar Associates June 2010 - February 2011
Brown Brothers Harriman March 1998 - February 2009
Skills
Accounts Receivable, Account Reconciliation, Financial Reporting, Analysis, Invoicing, Management, Journal Entries, Financial Analysis, Accounting
Education
Salem State College 1993 — 1998
Bachelor of Science (BS), Political Science and Government
Revere High School 1989 — 1993
Vic Chakrian's Brown Brothers Harriman Experience November 1994 - September 2004
Job Federal Reserve Bank of NY
Industry Banking
Experience
Federal Reserve Bank of New York September 2004 - Present
Brown Brothers Harriman November 1994 - September 2004
Skills
Capital Markets, Fixed Income, Bloomberg, Equities, Investments, Securities, Hedge Funds, Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1999
MBA, Finance
Saint John's University 1990 — 1994
BS, Finance
Saint John's University 1990 — 1994
Benjamin Cardozo HS
Federal Reserve Bank of New York September 2004 - Present
Brown Brothers Harriman November 1994 - September 2004
Skills
Capital Markets, Fixed Income, Bloomberg, Equities, Investments, Securities, Hedge Funds, Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1999
MBA, Finance
Saint John's University 1990 — 1994
BS, Finance
Saint John's University 1990 — 1994
Benjamin Cardozo HS
Ravi Thakur's Brown Brothers Harriman Experience July 1994 - May 2005
Job Principal, Northill Capital
Industry Investment Management
Experience
Northill Capital LLP August 2013 - Present
Amundi USA May 2011 - August 2013
Bank of New York Mellon June 2005 - May 2011
Brown Brothers Harriman July 1994 - May 2005
Education
Sciences Po Toulouse 1993 — 1994
MA, Political Theory
University of Houston 1988 — 1992
BA, Philosophy
Northill Capital LLP August 2013 - Present
Amundi USA May 2011 - August 2013
Bank of New York Mellon June 2005 - May 2011
Brown Brothers Harriman July 1994 - May 2005
Education
Sciences Po Toulouse 1993 — 1994
MA, Political Theory
University of Houston 1988 — 1992
BA, Philosophy
Catherine Manak's Brown Brothers Harriman Experience November 2011 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2011 - Present
Brown Brothers Harriman March 2009 - October 2010
Brown Brothers Harriman May 2003 - February 2009
Fiduciary Trust Company June 1999 - May 2003
Skills
Equities, Risk Management, Portfolio Management, Internal Controls, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2004
MBA, Finance
Brown Brothers Harriman November 2011 - Present
Brown Brothers Harriman March 2009 - October 2010
Brown Brothers Harriman May 2003 - February 2009
Fiduciary Trust Company June 1999 - May 2003
Skills
Equities, Risk Management, Portfolio Management, Internal Controls, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2004
MBA, Finance
Thomas Stanton's Brown Brothers Harriman Experience April 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Brown Brothers Harriman April 2014 - Present
JPMorgan Chase 2013 - 2014
State Street Corp 2007 - 2013
Investors Bank & Trust 1992 - 2007
Skills
Mutual Fund Accounting, Mutual Fund/ETF Pricing..., Global Custody, Fixed Income, Foreign / Domestic..., Securities Lending, Foreign Exchange, Mutual Funds, Securities, Corporate Actions, Fund Accounting, Alternative Investments
Education
Salem State University 1986 — 1990
BA, Finance
Brown Brothers Harriman April 2014 - Present
JPMorgan Chase 2013 - 2014
State Street Corp 2007 - 2013
Investors Bank & Trust 1992 - 2007
Skills
Mutual Fund Accounting, Mutual Fund/ETF Pricing..., Global Custody, Fixed Income, Foreign / Domestic..., Securities Lending, Foreign Exchange, Mutual Funds, Securities, Corporate Actions, Fund Accounting, Alternative Investments
Education
Salem State University 1986 — 1990
BA, Finance
Rob Varesio's Brown Brothers Harriman Experience December 1994 - February 1996
Job Director/Trader's Assistant High Yield Trading Credit Suisse
Industry Banking
Experience
Credit Suisse August 2001 - Present
Donaldson, Lufkin & Jenrette July 1999 - July 2001
Pershing, a BNY Mellon company February 1996 - June 1999
Brown Brothers Harriman December 1994 - February 1996
Skills
Fixed Income, Electronic Trading, High Yield, Trading, Derivatives, Bloomberg, Bonds, Equities, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Finance
Credit Suisse August 2001 - Present
Donaldson, Lufkin & Jenrette July 1999 - July 2001
Pershing, a BNY Mellon company February 1996 - June 1999
Brown Brothers Harriman December 1994 - February 1996
Skills
Fixed Income, Electronic Trading, High Yield, Trading, Derivatives, Bloomberg, Bonds, Equities, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Finance
ALAN DAY's Brown Brothers Harriman Experience March 2011 - January 2014
Job Experienced financial services professional
Industry Financial Services
Experience
Brown Brothers Harriman March 2011 - January 2014
BROWN BROTHERS HARRIMAN August 1999 - March 2011
Brown Brothers Harriman February 1998 - August 1999
State Street Bank September 1996 - February 1998
CIGNA Financial Advisors June 1994 - September 1996
Skills
Equities, Securities, Financial Services, Mutual Funds, Capital Markets, Banking, Bloomberg, Risk Management, Middle Office, Fixed Income, Settlement, Relationship Management, Portfolio Management, Investment Banking, Financial Markets, Derivatives, Corporate Actions, Trading, Strategy, Change Management, Investments, Financial Risk, Lotus Notes, Financial Analysis, Alternative Investments, Asset Managment, Corporate Finance, Team Leadership, Fund Accounting, Finance, Financial Modeling, Project Management, Process Improvement, SWIFT payments, Collateral Management, Credit, Wealth Management, Business Analysis, Client Services, Management, Cash Management, Vendor Management, Business Development, Trading Systems, Global Custody, Asset Management
Education
State University of New York College at Geneseo 1990 — 1994
BS, Management, Finance, Economics
Brown Brothers Harriman March 2011 - January 2014
BROWN BROTHERS HARRIMAN August 1999 - March 2011
Brown Brothers Harriman February 1998 - August 1999
State Street Bank September 1996 - February 1998
CIGNA Financial Advisors June 1994 - September 1996
Skills
Equities, Securities, Financial Services, Mutual Funds, Capital Markets, Banking, Bloomberg, Risk Management, Middle Office, Fixed Income, Settlement, Relationship Management, Portfolio Management, Investment Banking, Financial Markets, Derivatives, Corporate Actions, Trading, Strategy, Change Management, Investments, Financial Risk, Lotus Notes, Financial Analysis, Alternative Investments, Asset Managment, Corporate Finance, Team Leadership, Fund Accounting, Finance, Financial Modeling, Project Management, Process Improvement, SWIFT payments, Collateral Management, Credit, Wealth Management, Business Analysis, Client Services, Management, Cash Management, Vendor Management, Business Development, Trading Systems, Global Custody, Asset Management
Education
State University of New York College at Geneseo 1990 — 1994
BS, Management, Finance, Economics
Cindy Wittman's Brown Brothers Harriman Experience September 1978 - December 1983
Job CEO at speaknfind
Industry Consumer Electronics
Experience
speak-n-find September 2009 - Present
The Latin America Finance Group Ltd January 1990 - August 2009
Hoguet, Keller, Wittman & Co. January 1984 - December 1989
Brown Brothers Harriman September 1978 - December 1983
Skills
Start-ups, Strategic Partnerships, Marketing Strategy, Entrepreneurship, Small Business, Strategic Planning, Marketing, Business Strategy, New Business Development, Venture Capital
Education
Stanford Graduate School of Business
MBA, Finance, General
Williams College
Bachelor of Arts (B.A.), Political Science and Government
speak-n-find September 2009 - Present
The Latin America Finance Group Ltd January 1990 - August 2009
Hoguet, Keller, Wittman & Co. January 1984 - December 1989
Brown Brothers Harriman September 1978 - December 1983
Skills
Start-ups, Strategic Partnerships, Marketing Strategy, Entrepreneurship, Small Business, Strategic Planning, Marketing, Business Strategy, New Business Development, Venture Capital
Education
Stanford Graduate School of Business
MBA, Finance, General
Williams College
Bachelor of Arts (B.A.), Political Science and Government
Dan Moran's Brown Brothers Harriman Experience April 1986 - November 1988
Job Manager Technical Sales at SWIFT
Industry Financial Services
Experience
SWIFT May 2011 - Present
SmartStream Technologies January 2010 - May 2011
SmartStream Technologies July 2006 - December 2009
SmartStream Technologies June 1998 - July 2006
SWIFT January 1995 - June 1998
AT&T November 1988 - December 1995
Brown Brothers Harriman April 1986 - November 1988
Skills
Account Reconciliation, Back Office, Banking, Business Alliances, Business Analysis, Business Development, Business Process, Business Strategy, Cash Management, Change Management, Cloud Computing, Direct Sales, Enterprise Software, Financial Services, IT Strategy, Integration, Management, New Business Development, Payments, Pre-sales, Professional Services, Requirements Analysis, SWIFT Payments, SWIFT payments, SaaS, Sales, Solution Selling, Strategy, Team Building
Education
St. Thomas University 1981 — 1985
BA, Computer Science, Marketing
Xavier High School 1977 — 1981
SWIFT May 2011 - Present
SmartStream Technologies January 2010 - May 2011
SmartStream Technologies July 2006 - December 2009
SmartStream Technologies June 1998 - July 2006
SWIFT January 1995 - June 1998
AT&T November 1988 - December 1995
Brown Brothers Harriman April 1986 - November 1988
Skills
Account Reconciliation, Back Office, Banking, Business Alliances, Business Analysis, Business Development, Business Process, Business Strategy, Cash Management, Change Management, Cloud Computing, Direct Sales, Enterprise Software, Financial Services, IT Strategy, Integration, Management, New Business Development, Payments, Pre-sales, Professional Services, Requirements Analysis, SWIFT Payments, SWIFT payments, SaaS, Sales, Solution Selling, Strategy, Team Building
Education
St. Thomas University 1981 — 1985
BA, Computer Science, Marketing
Xavier High School 1977 — 1981
Carter McMillan's Brown Brothers Harriman Experience July 2005 - October 2007
Job Owner McMillan Capital Management
Industry Investment Management
Experience
McMillan Capital Management October 2007 - Present
Brown Brothers Harriman July 2005 - October 2007
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA, Finance
University of Arkansas at Fayetteville 1988 — 1992
BSBA, Finance
McMillan Capital Management October 2007 - Present
Brown Brothers Harriman July 2005 - October 2007
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA, Finance
University of Arkansas at Fayetteville 1988 — 1992
BSBA, Finance
Heather E. Wood's Brown Brothers Harriman Experience January 2008 - March 2013
Job Leadership Facilitator and Executive Coach, Vice President, MCG Partners
Industry Human Resources
Experience
MCG Partners February 2014 - Present
Learning Dynamics January 2014 - Present
Heather E Wood and Associates July 2013 - Present
Brown Brothers Harriman January 2008 - March 2013
Idenix Pharmaceuticals May 2006 - January 2008
Fidelity Investments March 1998 - April 2006
DST Belvedere March 1995 - June 1997
National Computer Systems March 1992 - March 1995
State Street June 1986 - March 1992
Skills
Performance Management, Change Management, Talent Management, Financial Services, Coaching, Workshop Facilitation, 360 Feedback, Employee Engagement, Program Management, Onboarding, Project Management, Team Building..., Leadership Development, Management Consulting, Blended Learning, Career Development, Leadership, Management, Team Building, Human Resources, Organizational..., Organizational..., Succession Planning, Executive Coaching
Education
iPEC 2012 — 2012
Certified Professional Coach, Leadership & Life Coaching
Simmons College 1982 — 1986
BA, Finance/Economics
MCG Partners February 2014 - Present
Learning Dynamics January 2014 - Present
Heather E Wood and Associates July 2013 - Present
Brown Brothers Harriman January 2008 - March 2013
Idenix Pharmaceuticals May 2006 - January 2008
Fidelity Investments March 1998 - April 2006
DST Belvedere March 1995 - June 1997
National Computer Systems March 1992 - March 1995
State Street June 1986 - March 1992
Skills
Performance Management, Change Management, Talent Management, Financial Services, Coaching, Workshop Facilitation, 360 Feedback, Employee Engagement, Program Management, Onboarding, Project Management, Team Building..., Leadership Development, Management Consulting, Blended Learning, Career Development, Leadership, Management, Team Building, Human Resources, Organizational..., Organizational..., Succession Planning, Executive Coaching
Education
iPEC 2012 — 2012
Certified Professional Coach, Leadership & Life Coaching
Simmons College 1982 — 1986
BA, Finance/Economics
Mangesh Kirkire's Brown Brothers Harriman Experience 2007 - 2009
Job Sr Business Systems Analyst at Leading International Bank
Industry Information Technology and Services
Experience
Leading International Bank January 2010 - Present
Brown Brothers Harriman 2007 - 2009
Kanbay April 2004 - April 2007
Infosys Technologies Ltd June 2002 - March 2004
Skills
DB2, SDLC, Requirements Analysis, Software Project..., SQL, Agile Methodologies, Java Enterprise Edition, PL/SQL, Software Development
Education
Shivaji University 1997 — 2001
B.E., Electrical
Shivaji University 1997 — 2001
Bachelor of Engineering (B.E.), Elec
Leading International Bank January 2010 - Present
Brown Brothers Harriman 2007 - 2009
Kanbay April 2004 - April 2007
Infosys Technologies Ltd June 2002 - March 2004
Skills
DB2, SDLC, Requirements Analysis, Software Project..., SQL, Agile Methodologies, Java Enterprise Edition, PL/SQL, Software Development
Education
Shivaji University 1997 — 2001
B.E., Electrical
Shivaji University 1997 — 2001
Bachelor of Engineering (B.E.), Elec
Alex Vendola's Brown Brothers Harriman Experience January 2013 - September 2013
Job Senior Operations Associate at Sankaty Advisors, LLC
Industry Banking
Experience
Bain Capital July 2015 - Present
Bain Capital September 2013 - Present
Brown Brothers Harriman January 2013 - September 2013
Brown Brothers Harriman November 2010 - December 2012
Wells Fargo 2010 - 2010
Skills
Analysis, Management, Corporate Actions, Mutual Funds, Securities, Equities, Bloomberg, Bloomberg Terminal, Global Custody, Fixed Income, Series 63, PowerPoint, Microsoft Office, Microsoft Excel, Financial Services, Financial Analysis
Education
St. Lawrence University 2006 — 2010
Bachelor of Arts, Economics, Minor in Spanish
Brooks School 2002 — 2006
Bain Capital July 2015 - Present
Bain Capital September 2013 - Present
Brown Brothers Harriman January 2013 - September 2013
Brown Brothers Harriman November 2010 - December 2012
Wells Fargo 2010 - 2010
Skills
Analysis, Management, Corporate Actions, Mutual Funds, Securities, Equities, Bloomberg, Bloomberg Terminal, Global Custody, Fixed Income, Series 63, PowerPoint, Microsoft Office, Microsoft Excel, Financial Services, Financial Analysis
Education
St. Lawrence University 2006 — 2010
Bachelor of Arts, Economics, Minor in Spanish
Brooks School 2002 — 2006
Joshua Gogan's Brown Brothers Harriman Experience March 2012 - April 2013
Job Business Analyst at Homesite Insurance
Industry Computer Software
Experience
Homesite Insurance Group August 2015 - Present
Homesite Insurance Group March 2014 - August 2015
eXalt Solutions April 2013 - March 2014
Brown Brothers Harriman March 2012 - April 2013
Brown Brothers Harriman October 2010 - March 2012
Middlesex Savings Bank March 2010 - October 2010
Middlesex Savings Bank June 2009 - March 2010
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Requirements Management, Functional Requirements, System Requirements, Stakeholder Management, Systems Analysis, Agile & Waterfall..., Microsoft Office, Microsoft Excel, Data Analysis, Analysis, Communication, Information Technology, E-commerce, Mobile Technology, Quality Assurance, HP Quality Center, Microsoft SQL Server, Process Improvement, Software Documentation, Leadership, Property & Casualty..., Risk Management, Project Management, Time Management, Equities, Business Development, Bloomberg Terminal, Financial Services, Financial Analysis, Fund Accounting, Fixed Income, Finance, Account Reconciliation, Alternative Investments, ETFs, Corporate Actions, Eagle, STAR
Education
Skidmore College 2005 — 2009
Bachelor of Arts (BA), Psychology, Economics
John Cabot University 2008 — 2008
Economics, Psychology, Italian
Acton-Boxborough Regional High School 2001 — 2005
Corporate Education Group*
Business Analysis Certificate, Business Analysis
Homesite Insurance Group August 2015 - Present
Homesite Insurance Group March 2014 - August 2015
eXalt Solutions April 2013 - March 2014
Brown Brothers Harriman March 2012 - April 2013
Brown Brothers Harriman October 2010 - March 2012
Middlesex Savings Bank March 2010 - October 2010
Middlesex Savings Bank June 2009 - March 2010
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Requirements Management, Functional Requirements, System Requirements, Stakeholder Management, Systems Analysis, Agile & Waterfall..., Microsoft Office, Microsoft Excel, Data Analysis, Analysis, Communication, Information Technology, E-commerce, Mobile Technology, Quality Assurance, HP Quality Center, Microsoft SQL Server, Process Improvement, Software Documentation, Leadership, Property & Casualty..., Risk Management, Project Management, Time Management, Equities, Business Development, Bloomberg Terminal, Financial Services, Financial Analysis, Fund Accounting, Fixed Income, Finance, Account Reconciliation, Alternative Investments, ETFs, Corporate Actions, Eagle, STAR
Education
Skidmore College 2005 — 2009
Bachelor of Arts (BA), Psychology, Economics
John Cabot University 2008 — 2008
Economics, Psychology, Italian
Acton-Boxborough Regional High School 2001 — 2005
Corporate Education Group*
Business Analysis Certificate, Business Analysis
Abbie Digeon's Brown Brothers Harriman Experience 1995 - 2009
Job Computer Software Professional
Industry Computer Software
Experience
Brown Brothers Harriman New York/Luxembourg 1995 - 2009
Brown Brothers Harriman 1995 - 2009
NASDAQ 1993 - 1995
European American Bank 1976 - 1979
Education
St. Joseph's College
University of Rochester School of Medicine and Dentistry
M.S., Radiation Physics
Brown Brothers Harriman New York/Luxembourg 1995 - 2009
Brown Brothers Harriman 1995 - 2009
NASDAQ 1993 - 1995
European American Bank 1976 - 1979
Education
St. Joseph's College
University of Rochester School of Medicine and Dentistry
M.S., Radiation Physics
Adam Cutillo's Brown Brothers Harriman Experience September 2011 - Present
Job VP at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman September 2011 - Present
JP Morgan 2006 - September 2011
Citigroup September 2004 - September 2006
Goldman Sachs September 2000 - September 2004
Skills
Hedge Funds, Equities, Financial Analysis, Financial Reporting, Analysis, Financial Modeling, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2004
MBA, Finance
Brown Brothers Harriman September 2011 - Present
JP Morgan 2006 - September 2011
Citigroup September 2004 - September 2006
Goldman Sachs September 2000 - September 2004
Skills
Hedge Funds, Equities, Financial Analysis, Financial Reporting, Analysis, Financial Modeling, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2004
MBA, Finance
Eric Lottman's Brown Brothers Harriman Experience August 2011 - Present
Job Experienced Financial Services Operations Professional
Industry Banking
Experience
Brown Brothers Harriman August 2011 - Present
New York Community Bancorp, Inc February 2010 - April 2011
Allied North America March 2009 - February 2010
Nye Advisers, Inc January 1997 - January 2008
Skills
Microsoft Office, Creative Problem Solving, Account Reconciliation, Exotic Derivatives, Fixed Income, Settlements, Confirmation, Business Analysis, Dodd-Frank, OFAC, Project Management
Education
S.U.N.Y. New Paltz 1992 — 1996
B.S, Business Management
State University of New York at New Paltz 1992 — 1996
BS, Business Management
Brown Brothers Harriman August 2011 - Present
New York Community Bancorp, Inc February 2010 - April 2011
Allied North America March 2009 - February 2010
Nye Advisers, Inc January 1997 - January 2008
Skills
Microsoft Office, Creative Problem Solving, Account Reconciliation, Exotic Derivatives, Fixed Income, Settlements, Confirmation, Business Analysis, Dodd-Frank, OFAC, Project Management
Education
S.U.N.Y. New Paltz 1992 — 1996
B.S, Business Management
State University of New York at New Paltz 1992 — 1996
BS, Business Management
Pat Bambery's Brown Brothers Harriman Experience October 2013 - Present
Job Fund Accountant at Brown Brothers & Harriman
Industry Marketing and Advertising
Experience
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman October 2010 - September 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Social Media, Microsoft Office, Marketing, Advertising, Account Management, Customer Service, Event Planning, Outlook, Social Media Marketing, Social Networking
Education
Salve Regina University 2006 — 2010
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman October 2010 - September 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Social Media, Microsoft Office, Marketing, Advertising, Account Management, Customer Service, Event Planning, Outlook, Social Media Marketing, Social Networking
Education
Salve Regina University 2006 — 2010
Ed Bourgeois's Brown Brothers Harriman Experience December 1994 - April 1995
Job Sr Manager, ECommerce & EDI at Hachette Book Group
Industry Publishing
Experience
Hachette Book Group June 1998 - Present
Little, Brown and Company 1998 - 2009
Time Warner Book Group 1998 - 2009
Time Warner Inc 1998 - 2009
Houghton Mifflin January 1996 - June 1998
Houghton Mifflin January 1996 - June 1998
Commonwealth MA April 1995 - January 1996
Commonwealth MA April 1995 - January 1996
Brown Brothers Harriman December 1994 - April 1995
Brown Brothers Harriman December 1994 - April 1995
Skills
Online Publishing, Marketing, Blogging, Digital Media, Content Development, E-commerce, Content Management, Team Leadership, Access, Management, Books, Business Analysis, Ebooks, Budgets, Publishing
Education
Southern New Hampshire University 1981 — 1987
Bachelors, Bussiness Management & Information Technology
Hachette Book Group June 1998 - Present
Little, Brown and Company 1998 - 2009
Time Warner Book Group 1998 - 2009
Time Warner Inc 1998 - 2009
Houghton Mifflin January 1996 - June 1998
Houghton Mifflin January 1996 - June 1998
Commonwealth MA April 1995 - January 1996
Commonwealth MA April 1995 - January 1996
Brown Brothers Harriman December 1994 - April 1995
Brown Brothers Harriman December 1994 - April 1995
Skills
Online Publishing, Marketing, Blogging, Digital Media, Content Development, E-commerce, Content Management, Team Leadership, Access, Management, Books, Business Analysis, Ebooks, Budgets, Publishing
Education
Southern New Hampshire University 1981 — 1987
Bachelors, Bussiness Management & Information Technology
Michael D'Aleo's Brown Brothers Harriman Experience September 2006 - June 2008
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2013 - Present
BNY Mellon July 2010 - January 2013
The Bank of New York Mellon July 2008 - September 2011
Brown Brothers Harriman September 2006 - June 2008
Skills
Fixed Income, Mutual Funds, Equities, Alternative Investments, Capital Markets, Retirement
Education
Skidmore College 2002 — 2006
BA, Management & Business
RBC Wealth Management January 2013 - Present
BNY Mellon July 2010 - January 2013
The Bank of New York Mellon July 2008 - September 2011
Brown Brothers Harriman September 2006 - June 2008
Skills
Fixed Income, Mutual Funds, Equities, Alternative Investments, Capital Markets, Retirement
Education
Skidmore College 2002 — 2006
BA, Management & Business
Prescott Stone's Brown Brothers Harriman Experience September 1978 - December 1982
Job Owner at PSI Technologies, LLC
Industry Chemicals
Experience
PSI Technologies, LLC November 2014 - Present
IGX Group, Inc. January 1992 - Present
GTM Technologies, LLC January 2013 - August 2014
Halcyon Group July 1988 - January 1992
Deep Ocean Engineering, Inc. December 1985 - June 1988
Berkeley International May 1983 - November 1985
Bank of America December 1982 - May 1983
Brown Brothers Harriman September 1978 - December 1982
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, International Finance
Stanford University 1972 — 1976
BA, English
PSI Technologies, LLC November 2014 - Present
IGX Group, Inc. January 1992 - Present
GTM Technologies, LLC January 2013 - August 2014
Halcyon Group July 1988 - January 1992
Deep Ocean Engineering, Inc. December 1985 - June 1988
Berkeley International May 1983 - November 1985
Bank of America December 1982 - May 1983
Brown Brothers Harriman September 1978 - December 1982
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, International Finance
Stanford University 1972 — 1976
BA, English
Chris Scaglione's Brown Brothers Harriman Experience November 2010 - June 2013
Job Associate Relationship Manager at Aon Risk Solutions
Industry Higher Education
Experience
Aon Risk Solutions July 2013 - Present
Brown Brothers Harriman November 2010 - June 2013
St. John's University September 2006 - May 2010
Skills
Trading, FX Options, Financial Services, Foreign Exchange, Investment Banking, Operational Risk, Settlement, Swaps, Asset Management, Equities, Fixed Income, Hedge Funds, Mutual Funds, Securities, Bloomberg Terminal
Education
St. John's University, The Peter J. Tobin College of Business
Aon Risk Solutions July 2013 - Present
Brown Brothers Harriman November 2010 - June 2013
St. John's University September 2006 - May 2010
Skills
Trading, FX Options, Financial Services, Foreign Exchange, Investment Banking, Operational Risk, Settlement, Swaps, Asset Management, Equities, Fixed Income, Hedge Funds, Mutual Funds, Securities, Bloomberg Terminal
Education
St. John's University, The Peter J. Tobin College of Business
Pete Hutto's Brown Brothers Harriman Experience October 1998 - November 2007
Job
Industry
Experience
Greater Coastal Realty April 2008 - Present
Brown Brothers Harriman October 1998 - November 2007
Education
Seton Hall University 1988 — 1992
finance
Greater Coastal Realty April 2008 - Present
Brown Brothers Harriman October 1998 - November 2007
Education
Seton Hall University 1988 — 1992
finance
Gamal Ahmed's Brown Brothers Harriman Experience February 2012 - August 2012
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2012 - Present
Brown Brothers Harriman February 2012 - August 2012
Sirius XM Radio Inc. September 2011 - December 2011
Wells Fargo June 2011 - September 2011
St. John's University October 2008 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Adobe, Pivot Tables, V Lookups, Sumif, Bloomberg Terminal, Lotus Notes, Oracle Financial, Outlook, Corporate Finance, Financial Analysis, Budget, Team Leadership, Market Research, Statistics, Budgets, Analysis, Finance
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2012
Bachelors of Finance, Finance
david douglas high school
david douglas high school
JPMorgan Chase August 2012 - Present
Brown Brothers Harriman February 2012 - August 2012
Sirius XM Radio Inc. September 2011 - December 2011
Wells Fargo June 2011 - September 2011
St. John's University October 2008 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Adobe, Pivot Tables, V Lookups, Sumif, Bloomberg Terminal, Lotus Notes, Oracle Financial, Outlook, Corporate Finance, Financial Analysis, Budget, Team Leadership, Market Research, Statistics, Budgets, Analysis, Finance
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2012
Bachelors of Finance, Finance
david douglas high school
david douglas high school
Merit Webster's Brown Brothers Harriman Experience February 2015 - Present
Job BBH Capital Partners
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman June 2012 - February 2015
Bloomberg July 2010 - May 2012
Education
Stanford University 2006 — 2010
BA, Public Policy
Phillips Academy 2003 — 2006
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman June 2012 - February 2015
Bloomberg July 2010 - May 2012
Education
Stanford University 2006 — 2010
BA, Public Policy
Phillips Academy 2003 — 2006
Davis Nguyen's Brown Brothers Harriman Experience October 2014 - December 2014
Job Student at Southern New Hampshire University
Industry Accounting
Experience
Gray, Gray & Gray January 2015 - April 2015
Brown Brothers Harriman October 2014 - December 2014
Brown Brothers Harriman May 2014 - July 2014
Fleetmatics January 2014 - March 2014
VT & VT Multi-Services January 2013 - April 2013
Skills
Public Speaking, Accounting, Microsoft Excel, Teaching, Community Outreach, Leadership, Microsoft Word, Accounts Receivable, Event Planning, Financial Accounting, Non-profits, PowerPoint, Corporate Finance, Management, Microsoft Office, Research, Marketing Strategy, Customer Service, QuickBooks
Education
Southern New Hampshire University 2013 — 2015
Master of Science in Accounting, Accounting, 3.20
University of Massachusetts at Lowell 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration; Accounting
Gray, Gray & Gray January 2015 - April 2015
Brown Brothers Harriman October 2014 - December 2014
Brown Brothers Harriman May 2014 - July 2014
Fleetmatics January 2014 - March 2014
VT & VT Multi-Services January 2013 - April 2013
Skills
Public Speaking, Accounting, Microsoft Excel, Teaching, Community Outreach, Leadership, Microsoft Word, Accounts Receivable, Event Planning, Financial Accounting, Non-profits, PowerPoint, Corporate Finance, Management, Microsoft Office, Research, Marketing Strategy, Customer Service, QuickBooks
Education
Southern New Hampshire University 2013 — 2015
Master of Science in Accounting, Accounting, 3.20
University of Massachusetts at Lowell 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration; Accounting
Justin Kuok's Brown Brothers Harriman Experience August 2011 - July 2013
Job Assistant Manager Asset Management at ShangriLa Asia Limited
Industry Financial Services
Experience
Shangri-La Asia Limited August 2014 - Present
Aveline Holdings July 2013 - Present
Brown Brothers Harriman August 2011 - July 2013
J.P. Morgan July 2010 - September 2010
Skills
Private Equity, Mergers, Bloomberg, Financial Modeling, Valuation, Equity Research, Bloomberg Terminal, Data Analysis, Investment Banking, Financial Analysis, Investments, Due Diligence, Corporate Finance, Mergers & Acquisitions, Microsoft Office, Management, Asset Management
Education
Stanford University 2007 — 2011
Bachelor of Arts (B.A.), Science, Technology and Society
Shangri-La Asia Limited August 2014 - Present
Aveline Holdings July 2013 - Present
Brown Brothers Harriman August 2011 - July 2013
J.P. Morgan July 2010 - September 2010
Skills
Private Equity, Mergers, Bloomberg, Financial Modeling, Valuation, Equity Research, Bloomberg Terminal, Data Analysis, Investment Banking, Financial Analysis, Investments, Due Diligence, Corporate Finance, Mergers & Acquisitions, Microsoft Office, Management, Asset Management
Education
Stanford University 2007 — 2011
Bachelor of Arts (B.A.), Science, Technology and Society
richard kelleher's Brown Brothers Harriman Experience February 2008 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2008 - Present
Skills
Securities, Fixed Income, Microsoft Excel, Settlement, Hedge Funds, Mutual Funds, DTC, Corporate Actions, Middle Office, Global Custody, Bloomberg, Prime Brokerage, Derivatives, Equities, Fund Accounting, Risk Management, NSCC, Back Office, Capital Markets, Options
Education
Siena College 1991 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General
Brown Brothers Harriman February 2008 - Present
Skills
Securities, Fixed Income, Microsoft Excel, Settlement, Hedge Funds, Mutual Funds, DTC, Corporate Actions, Middle Office, Global Custody, Bloomberg, Prime Brokerage, Derivatives, Equities, Fund Accounting, Risk Management, NSCC, Back Office, Capital Markets, Options
Education
Siena College 1991 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General
Tom Tierney's Brown Brothers Harriman Experience 1993 - 1996
Job Senior Vice President, Marsh & McLennan Companies
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. 1999 - Present
AIG 1996 - 1999
Brown Brothers Harriman 1993 - 1996
Skills
Underwriting, D&O
Education
Salve Regina University 1989 — 1993
BS, Business
Marsh & McLennan Companies, Inc. 1999 - Present
AIG 1996 - 1999
Brown Brothers Harriman 1993 - 1996
Skills
Underwriting, D&O
Education
Salve Regina University 1989 — 1993
BS, Business
James Hearty's Brown Brothers Harriman Experience July 2010 - Present
Job Institutional Sales at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2010 - Present
Education
St. Lawrence University 2003 — 2007
BA, Economics
Brown Brothers Harriman July 2010 - Present
Education
St. Lawrence University 2003 — 2007
BA, Economics
Brad Holt's Brown Brothers Harriman Experience March 1999 - May 2005
Job Vice President at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank May 2005 - Present
Brown Brothers Harriman March 1999 - May 2005
Education
Skidmore College 1994 — 1998
BS, Economics
Silicon Valley Bank May 2005 - Present
Brown Brothers Harriman March 1999 - May 2005
Education
Skidmore College 1994 — 1998
BS, Economics
Paul Antonaccio's Brown Brothers Harriman Experience May 2001 - January 2008
Job Vice President and Investment Officer at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2008 - Present
Brown Brothers Harriman May 2001 - January 2008
The MDE Group, Inc February 2000 - May 2001
Pershing, a BNY Mellon company March 1997 - February 2000
Skills
Portfolio Management, Investments, Asset Allocation, Equities, Fixed Income, Alternative Investments, Series 63, Capital Markets, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Derivatives, Asset Management, Securities
Education
Seton Hall University
Bachelor of Science (BS), Business Administration and Management, General
Seton Hall University
Master of Business Administration (MBA), Finance, General
Goldman Sachs January 2008 - Present
Brown Brothers Harriman May 2001 - January 2008
The MDE Group, Inc February 2000 - May 2001
Pershing, a BNY Mellon company March 1997 - February 2000
Skills
Portfolio Management, Investments, Asset Allocation, Equities, Fixed Income, Alternative Investments, Series 63, Capital Markets, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Derivatives, Asset Management, Securities
Education
Seton Hall University
Bachelor of Science (BS), Business Administration and Management, General
Seton Hall University
Master of Business Administration (MBA), Finance, General
Ike Okpoebo's Brown Brothers Harriman Experience September 2013 - May 2015
Job Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company May 2015 - Present
Brown Brothers Harriman September 2013 - May 2015
Skidmore College February 2012 - May 2013
Leader Bank June 2012 - September 2012
Boston Business Concepts Inc. June 2011 - August 2011
Skills
Economics, Banking, Credit Analysis, Calyx Point, Financial Analysis, Risk Management, Microsoft Office, Fund Accounting
Education
Skidmore College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Loomis, Sayles & Company May 2015 - Present
Brown Brothers Harriman September 2013 - May 2015
Skidmore College February 2012 - May 2013
Leader Bank June 2012 - September 2012
Boston Business Concepts Inc. June 2011 - August 2011
Skills
Economics, Banking, Credit Analysis, Calyx Point, Financial Analysis, Risk Management, Microsoft Office, Fund Accounting
Education
Skidmore College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Kentaro Aoki's Brown Brothers Harriman Experience 2011 - Present
Job Senior Client Service Representative at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2011 - Present
Mizuho Corporate Bank June 2007 - May 2011
California Bank and Trust October 2005 - June 2007
California Bank and Trust July 2004 - October 2005
Education
San Diego State University-California State University 2002 — 2004
Bachelor of Science, Business Administration
Brown Brothers Harriman 2011 - Present
Mizuho Corporate Bank June 2007 - May 2011
California Bank and Trust October 2005 - June 2007
California Bank and Trust July 2004 - October 2005
Education
San Diego State University-California State University 2002 — 2004
Bachelor of Science, Business Administration
Michael Cedrone's Brown Brothers Harriman Experience May 2010 - June 2012
Job Business Analyst, Financial Reporting at Harvard University
Industry Higher Education
Experience
Harvard University September 2015 - Present
Harvard University July 2012 - Present
Brown Brothers Harriman May 2010 - June 2012
Brown Brothers Harriman June 2006 - May 2010
Eaton Vance February 2005 - June 2006
Skills
Strategic Planning, Fund Accounting, Business Process..., Microsoft Office, Microsoft Excel, Analysis, Program Management, Data Analysis
Education
Salem State College
Bachelor of Science (B.S.), Criminal Justice
Harvard University September 2015 - Present
Harvard University July 2012 - Present
Brown Brothers Harriman May 2010 - June 2012
Brown Brothers Harriman June 2006 - May 2010
Eaton Vance February 2005 - June 2006
Skills
Strategic Planning, Fund Accounting, Business Process..., Microsoft Office, Microsoft Excel, Analysis, Program Management, Data Analysis
Education
Salem State College
Bachelor of Science (B.S.), Criminal Justice
Jennifer Woodman's Brown Brothers Harriman Experience GIA Product ManagerBrown Brothers HarrimanAugust 1999 - Present
Job Global Product Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman GIA Product ManagerBrown Brothers HarrimanAugust 1999 - Present
Education
Salem State College 1989 — 1992
Bachelor of Business Administration (B.B.A.), Major: Accounting Minor: Economics
Suffolk University
MBA, Finance
Brown Brothers Harriman GIA Product ManagerBrown Brothers HarrimanAugust 1999 - Present
Education
Salem State College 1989 — 1992
Bachelor of Business Administration (B.B.A.), Major: Accounting Minor: Economics
Suffolk University
MBA, Finance
Stephen Cabral EA's Brown Brothers Harriman Experience June 1997 - January 2003
Job Tax Accountant at Welch and Forbes Llc
Industry Financial Services
Experience
Welch and Forbes LLC November 2013 - Present
Silver Bridge Advisors LLC January 2003 - November 2013
Brown Brothers Harriman June 1997 - January 2003
Choate, Hall & Stewart June 1994 - June 1997
Skills
Financial Analysis, Tax, Asset Management, Investments, Private Equity, Mutual Funds, Wealth Management, Equities, Alternative Investments, Strategic Financial..., Portfolio Management, Analysis, Due Diligence, Asset Allocation, Bloomberg, Hedge Funds
Education
Salem State College
BA, Accounting
Welch and Forbes LLC November 2013 - Present
Silver Bridge Advisors LLC January 2003 - November 2013
Brown Brothers Harriman June 1997 - January 2003
Choate, Hall & Stewart June 1994 - June 1997
Skills
Financial Analysis, Tax, Asset Management, Investments, Private Equity, Mutual Funds, Wealth Management, Equities, Alternative Investments, Strategic Financial..., Portfolio Management, Analysis, Due Diligence, Asset Allocation, Bloomberg, Hedge Funds
Education
Salem State College
BA, Accounting
Stephanie Pettigrew's Brown Brothers Harriman Experience May 2006 - August 2007
Job Special Education Teacher at Cambridge Public Schools
Industry Primary/Secondary Education
Experience
Cambridge Public Schools July 2012 - Present
Marblehead Community Charter School August 2008 - July 2012
Brown Brothers Harriman May 2006 - August 2007
Skills
Curriculum Design, Staff Development, Instructional Design, Curriculum Development, Multiple Intelligences, Teaching, Special Education, Classroom Management, RTI, Lesson Planning, Higher Education, Public Speaking, Functional Behavior..., Program Development, Behavior Management, Differentiated..., Individualized..., Educational Consulting, Grant Writing, Alternative Education
Education
Salem State College 2009 — 2011
Masters of Education, Special Education
Salem State College 2004 — 2008
BS, Education
Cambridge Public Schools July 2012 - Present
Marblehead Community Charter School August 2008 - July 2012
Brown Brothers Harriman May 2006 - August 2007
Skills
Curriculum Design, Staff Development, Instructional Design, Curriculum Development, Multiple Intelligences, Teaching, Special Education, Classroom Management, RTI, Lesson Planning, Higher Education, Public Speaking, Functional Behavior..., Program Development, Behavior Management, Differentiated..., Individualized..., Educational Consulting, Grant Writing, Alternative Education
Education
Salem State College 2009 — 2011
Masters of Education, Special Education
Salem State College 2004 — 2008
BS, Education
Jack Fondacaro's Brown Brothers Harriman Experience June 2012 - December 2012
Job Operations Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Brown Brothers Harriman June 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Bloomberg, Fixed Income, US Treasuries, Derivatives, KYC
Education
Seton Hall University 2008 — 2012
Bachelor, Business Administration; Finance, 3.6
Msgr. Farrell H.S. 2004 — 2008
Goldman Sachs July 2013 - Present
Brown Brothers Harriman June 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Bloomberg, Fixed Income, US Treasuries, Derivatives, KYC
Education
Seton Hall University 2008 — 2012
Bachelor, Business Administration; Finance, 3.6
Msgr. Farrell H.S. 2004 — 2008
Joyce Sheehan's Brown Brothers Harriman Experience 1998 - 2004
Job Tax Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2004 - Present
Brown Brothers Harriman 1998 - 2004
Skills
Accounting, Bloomberg, Corporate Finance, Financial Analysis, Financial Reporting, Financial Services, Investments, Mutual Funds, Sarbanes-Oxley Act, Strategic Financial..., Tax, Troubleshooting
Education
Salem State College
Fidelity Investments February 2004 - Present
Brown Brothers Harriman 1998 - 2004
Skills
Accounting, Bloomberg, Corporate Finance, Financial Analysis, Financial Reporting, Financial Services, Investments, Mutual Funds, Sarbanes-Oxley Act, Strategic Financial..., Tax, Troubleshooting
Education
Salem State College
Reina Hauschild's Brown Brothers Harriman Experience June 2006 - December 2013
Job Vice President
Industry Banking
Experience
Northern Trust Corporation May 2015 - Present
ArgoFund July 2014 - April 2015
Brown Brothers Harriman June 2006 - December 2013
American Express (Global Financial Markets) 2006 - 2006
TD (Formerly Hudson United Bank) August 2002 - August 2005
UBS September 2000 - January 2002
BBO Capital Markets January 1995 - August 2000
Skills
Bilingual-English/Spanis..., Banking, Finance, Cash Management, Treasury, Treasury Management, Foreign Exchange, Sales, Financial Services, Financial Institutions, Business Relationship..., Derivatives, Due Diligence, Investment Banking
Education
Simmons School of Management 1999 — 2000
Master of Business Administration (M.B.A.)
Northern Trust Corporation May 2015 - Present
ArgoFund July 2014 - April 2015
Brown Brothers Harriman June 2006 - December 2013
American Express (Global Financial Markets) 2006 - 2006
TD (Formerly Hudson United Bank) August 2002 - August 2005
UBS September 2000 - January 2002
BBO Capital Markets January 1995 - August 2000
Skills
Bilingual-English/Spanis..., Banking, Finance, Cash Management, Treasury, Treasury Management, Foreign Exchange, Sales, Financial Services, Financial Institutions, Business Relationship..., Derivatives, Due Diligence, Investment Banking
Education
Simmons School of Management 1999 — 2000
Master of Business Administration (M.B.A.)
Francesco Montefusco's Brown Brothers Harriman Experience December 2013 - March 2014
Job Fitness Professional
Industry Health, Wellness and Fitness
Experience
Equinox February 2015 - Present
BNY Mellon April 2014 - December 2014
Brown Brothers Harriman December 2013 - March 2014
Putnam Investments 2009 - 2011
NMTW June 2008 - December 2009
Skills
Customer Service, Quality Control, Team Leadership, Accurate Data Entry, Multi Tasking, Cash Handling Experience, Data Entry, Microsoft Excel, Banking, Access, Financial Analysis, Fund Accounting, Event Planning, Teamwork
Education
St. John's University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Southern New Hampshire University 2006 — 2010
Bachelor's degree, Accounting and Finance
Bishop Fenwick 2002 — 2006
Equinox February 2015 - Present
BNY Mellon April 2014 - December 2014
Brown Brothers Harriman December 2013 - March 2014
Putnam Investments 2009 - 2011
NMTW June 2008 - December 2009
Skills
Customer Service, Quality Control, Team Leadership, Accurate Data Entry, Multi Tasking, Cash Handling Experience, Data Entry, Microsoft Excel, Banking, Access, Financial Analysis, Fund Accounting, Event Planning, Teamwork
Education
St. John's University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Southern New Hampshire University 2006 — 2010
Bachelor's degree, Accounting and Finance
Bishop Fenwick 2002 — 2006
Michael D'Agosta's Brown Brothers Harriman Experience October 2000 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2000 - Present
MD Sass April 1999 - October 2000
Bankers Trust June 1996 - April 1999
Education
St. John's University 1992 — 1996
Bachelor's Degree, Accounting
Brown Brothers Harriman October 2000 - Present
MD Sass April 1999 - October 2000
Bankers Trust June 1996 - April 1999
Education
St. John's University 1992 — 1996
Bachelor's Degree, Accounting
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation