Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Andrew Daggett - MBA Andrew Daggett - MBA's Brown Brothers Harriman Experience March 2014 - September 2014
Job Business Analyst at Wipro Consulting
Industry Financial Services
Experience
Wipro Consulting September 2014 - Present
Brown Brothers Harriman March 2014 - September 2014
Brown Brothers Harriman August 2010 - March 2014
Brown Brothers Harriman November 2007 - August 2010
State Street February 2007 - November 2007
Investors Bank & Trust June 2006 - February 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Mutual Funds, Equities, Fixed Income, Financial Analysis, Business Analysis, Bloomberg, Securities, Finance, Accounting
Education
Suffolk University - Sawyer Business School 2009 — 2013
Master of Business Administration (MBA), International Business
University of Massachusetts Lowell 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Wipro Consulting September 2014 - Present
Brown Brothers Harriman March 2014 - September 2014
Brown Brothers Harriman August 2010 - March 2014
Brown Brothers Harriman November 2007 - August 2010
State Street February 2007 - November 2007
Investors Bank & Trust June 2006 - February 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Mutual Funds, Equities, Fixed Income, Financial Analysis, Business Analysis, Bloomberg, Securities, Finance, Accounting
Education
Suffolk University - Sawyer Business School 2009 — 2013
Master of Business Administration (MBA), International Business
University of Massachusetts Lowell 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Amelia Campbell Matton, MBA Amelia Campbell Matton, MBA's Brown Brothers Harriman Experience August 2014 - Present
Job Associate Client Service at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
State Street Alternative Investment Solutions February 2013 - August 2014
BNY Mellon August 2011 - February 2013
State Street Alternative Investment Solutions November 2009 - September 2011
State Street Bank June 2006 - November 2009
Investors Bank and Trust 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Financial Statements, Alternative Investments, Equities, Bloomberg, Financial Services, Fixed Income, Investments, Microsoft Excel, PowerPoint, Fund Accounting, Banking, Social Media Strategist, Marketing for Small..., Event Planning, Leadership, Organizing, Problem Solving, Personal Development, Organizational..., Regulatory Filings, Hedge Accounting, Hedge Funds, Valuation, Account Reconciliation, Analysis, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2007 — 2011
MBA, Business Administration & Finance
University of Massachusetts, Amherst 2003 — 2006
BA, English, Economics
Brown Brothers Harriman August 2014 - Present
State Street Alternative Investment Solutions February 2013 - August 2014
BNY Mellon August 2011 - February 2013
State Street Alternative Investment Solutions November 2009 - September 2011
State Street Bank June 2006 - November 2009
Investors Bank and Trust 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Financial Statements, Alternative Investments, Equities, Bloomberg, Financial Services, Fixed Income, Investments, Microsoft Excel, PowerPoint, Fund Accounting, Banking, Social Media Strategist, Marketing for Small..., Event Planning, Leadership, Organizing, Problem Solving, Personal Development, Organizational..., Regulatory Filings, Hedge Accounting, Hedge Funds, Valuation, Account Reconciliation, Analysis, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2007 — 2011
MBA, Business Administration & Finance
University of Massachusetts, Amherst 2003 — 2006
BA, English, Economics
Justin Eusebio Justin Eusebio's Brown Brothers Harriman Experience January 2008 - May 2008
Job Senior IT Analyst at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson January 2014 - Present
Johnson & Johnson February 2013 - January 2014
Johnson & Johnson April 2011 - March 2013
Johnson & Johnson June 2010 - May 2011
Jarchem Industries Inc. September 2008 - December 2008
Brown Brothers Harriman January 2008 - May 2008
Marsh and McLennen Inc January 2007 - December 2007
Stevens Institute of Technology 2006 - 2007
The Off Campus Meal Plan June 2006 - September 2006
Skills
Visio, Microsoft Office, Data Analysis, Adobe Creative Suite, Microsoft Excel, MS Project, Marketing, Six Sigma, Software Documentation, SDLC, Project Management, Leadership, Project Planning, Testing, Strategy, Databases, Business Analysis, Competitive Analysis, Telecommunications, Budgets, Process Improvement, Microsoft Project
Education
Stevens Institute of Technology 2005 — 2010
BE, Engineering Management, Economics
Union County Magnet High School 2001 — 2005
Johnson & Johnson January 2014 - Present
Johnson & Johnson February 2013 - January 2014
Johnson & Johnson April 2011 - March 2013
Johnson & Johnson June 2010 - May 2011
Jarchem Industries Inc. September 2008 - December 2008
Brown Brothers Harriman January 2008 - May 2008
Marsh and McLennen Inc January 2007 - December 2007
Stevens Institute of Technology 2006 - 2007
The Off Campus Meal Plan June 2006 - September 2006
Skills
Visio, Microsoft Office, Data Analysis, Adobe Creative Suite, Microsoft Excel, MS Project, Marketing, Six Sigma, Software Documentation, SDLC, Project Management, Leadership, Project Planning, Testing, Strategy, Databases, Business Analysis, Competitive Analysis, Telecommunications, Budgets, Process Improvement, Microsoft Project
Education
Stevens Institute of Technology 2005 — 2010
BE, Engineering Management, Economics
Union County Magnet High School 2001 — 2005
albert gambale albert gambale's Brown Brothers Harriman Experience March 1990 - March 1997
Job managing director chief development officer at depository trust and clearing corporation
Industry Financial Services
Experience
DTCC March 1997 - Present
Brown Brothers Harriman March 1990 - March 1997
Skills
Software Development, Management, Financial Services, Equities, Securities, Fixed Income, Capital Markets, Asset Management, Electronic Trading, Trading Systems, Mutual Funds, Risk Management, Derivatives
Education
SUNY Oneonta 1974 — 1978
Bachelor of Arts (BA), Economics and History
Locust Valley High School 1970 — 1973
DTCC March 1997 - Present
Brown Brothers Harriman March 1990 - March 1997
Skills
Software Development, Management, Financial Services, Equities, Securities, Fixed Income, Capital Markets, Asset Management, Electronic Trading, Trading Systems, Mutual Funds, Risk Management, Derivatives
Education
SUNY Oneonta 1974 — 1978
Bachelor of Arts (BA), Economics and History
Locust Valley High School 1970 — 1973
Natanael von Euler-Hogan Natanael von Euler-Hogan's Brown Brothers Harriman Experience June 2011 - August 2011
Job Data Product Analyst at 1010Data
Industry Financial Services
Experience
1010Data September 2012 - Present
Brown Brothers Harriman June 2011 - August 2011
SG Partners 2010 - 2010
Duke TIP June 2009 - August 2009
Skills
Analytics, Data Analysis, Entrepreneurship, Start-ups
Education
Williams College 2008 — 2012
B.A.
Stockholm University 2010 — 2010
John T. Hoggard High School 2004 — 2008
1010Data September 2012 - Present
Brown Brothers Harriman June 2011 - August 2011
SG Partners 2010 - 2010
Duke TIP June 2009 - August 2009
Skills
Analytics, Data Analysis, Entrepreneurship, Start-ups
Education
Williams College 2008 — 2012
B.A.
Stockholm University 2010 — 2010
John T. Hoggard High School 2004 — 2008
Jacqueline Durand Jacqueline Durand's Brown Brothers Harriman Experience June 2015 - August 2015
Job Analyst for SCIFI Herlihy Opportunity Fund
Industry Financial Services
Experience
SCIFI Herlihy Opportunity Fund May 2015 - Present
Stonehill College February 2014 - Present
Brown Brothers Harriman June 2015 - August 2015
Merrill Lynch June 2014 - December 2014
Stonehill College: CWAA September 2013 - December 2013
Canobie Lake Park June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Leadership, Teamwork, Microsoft Excel, Public Speaking, Microsoft Word, Event Planning, Social Networking, Customer Service, English, Windows, Outlook
Education
Stonehill College 2012 — 2016
Bachelor of Science in Business Administration, Finance
Bedford High School 2008 — 2012
SCIFI Herlihy Opportunity Fund May 2015 - Present
Stonehill College February 2014 - Present
Brown Brothers Harriman June 2015 - August 2015
Merrill Lynch June 2014 - December 2014
Stonehill College: CWAA September 2013 - December 2013
Canobie Lake Park June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Leadership, Teamwork, Microsoft Excel, Public Speaking, Microsoft Word, Event Planning, Social Networking, Customer Service, English, Windows, Outlook
Education
Stonehill College 2012 — 2016
Bachelor of Science in Business Administration, Finance
Bedford High School 2008 — 2012
Curtis Gifford Curtis Gifford's Brown Brothers Harriman Experience April 2004 - January 2005
Job Support Communications Program Manager at Constant Contact
Industry Information Technology and Services
Experience
Constant Contact April 2015 - Present
Monster Worldwide April 2006 - February 2015
Monster Worldwide May 2005 - April 2006
Brown Brothers Harriman April 2004 - January 2005
Pioneer Investments 1997 - 1999
Skills
RightNow, SharePoint, Web Content Management, Adobe Creative Suite, SharePoint Designer, Technical Writing, Content Creation, Knowledge Management, Business Intelligence, Program Management, Online Help, Content Management, Social Media, Vendor Management, Captivate, Software Documentation, User Experience, Google Analytics, Content Strategy, Information Architecture, Content Development, Web Content Creation, Web Project Management, Podcasting, Salesforce.com, Blogging, Wordpress, Custom Facebook Pages, Web Pages, Web Applications, Interactive Storytelling, Storyboarding, Access, Web Analytics, Usability, Analysis, Analytics, Digital Strategy, Digital Media, SaaS, Usability Testing, Email Marketing, Online Advertising, SEM, SEO, Online Marketing, CMS, Technical Documentation, Social Networking, CRM
Education
Suffolk University 1995 — 2000
Political Science and Government
Constant Contact April 2015 - Present
Monster Worldwide April 2006 - February 2015
Monster Worldwide May 2005 - April 2006
Brown Brothers Harriman April 2004 - January 2005
Pioneer Investments 1997 - 1999
Skills
RightNow, SharePoint, Web Content Management, Adobe Creative Suite, SharePoint Designer, Technical Writing, Content Creation, Knowledge Management, Business Intelligence, Program Management, Online Help, Content Management, Social Media, Vendor Management, Captivate, Software Documentation, User Experience, Google Analytics, Content Strategy, Information Architecture, Content Development, Web Content Creation, Web Project Management, Podcasting, Salesforce.com, Blogging, Wordpress, Custom Facebook Pages, Web Pages, Web Applications, Interactive Storytelling, Storyboarding, Access, Web Analytics, Usability, Analysis, Analytics, Digital Strategy, Digital Media, SaaS, Usability Testing, Email Marketing, Online Advertising, SEM, SEO, Online Marketing, CMS, Technical Documentation, Social Networking, CRM
Education
Suffolk University 1995 — 2000
Political Science and Government
Julie Anne Kennedy Julie Anne Kennedy's Brown Brothers Harriman Experience July 2006 - August 2006
Job Head Clerk and Secretary
Industry Retail
Experience
Brokeass Bride March 2015 - Present
Boston June 2014 - Present
Jay Street Ink March 2009 - Present
R. G. Vanderweil July 2013 - June 2014
John F. Kennedy Presidential Library and Museum 2008 - 2013
H&R Block January 2005 - April 2010
Suffolk Free Radio September 2004 - June 2008
Brown Brothers Harriman July 2006 - August 2006
Skills
Shipping/Receiving, Inventory Control, Social Media Marketing, Retail, Purchasing, Customer Service, Statistical analysis, Research, Economics, Blogging, Social Media, Facebook, Microsoft Excel, Budgets, Sales, Fundraising, Time Management, Merchandising, Data Entry, PowerPoint, Microsoft Word, Outlook, Social Networking, Microsoft Office
Education
UMass Boston 2009 — 2014
Bachelor of Arts (B.A.), East Asian Studies
Suffolk University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Suffolk University 2004 — 2008
Bachelor of Arts (BA), Economics
Brokeass Bride March 2015 - Present
Boston June 2014 - Present
Jay Street Ink March 2009 - Present
R. G. Vanderweil July 2013 - June 2014
John F. Kennedy Presidential Library and Museum 2008 - 2013
H&R Block January 2005 - April 2010
Suffolk Free Radio September 2004 - June 2008
Brown Brothers Harriman July 2006 - August 2006
Skills
Shipping/Receiving, Inventory Control, Social Media Marketing, Retail, Purchasing, Customer Service, Statistical analysis, Research, Economics, Blogging, Social Media, Facebook, Microsoft Excel, Budgets, Sales, Fundraising, Time Management, Merchandising, Data Entry, PowerPoint, Microsoft Word, Outlook, Social Networking, Microsoft Office
Education
UMass Boston 2009 — 2014
Bachelor of Arts (B.A.), East Asian Studies
Suffolk University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Suffolk University 2004 — 2008
Bachelor of Arts (BA), Economics
Jason S Ketner Jason S Ketner's Brown Brothers Harriman Experience June 2005 - January 2007
Job Net Margin Forecast & Planning @ Anthem
Industry Hospital & Health Care
Experience
Anthem, Inc. February 2014 - Present
Plexus Management Group, Inc. June 2013 - February 2014
Video Voice Media June 2011 - March 2013
BMC Software April 2011 - January 2012
TPI Consulting January 2009 - April 2011
CA, Inc May 2006 - September 2008
Brown Brothers Harriman June 2005 - January 2007
KONEK & KETNER January 2002 - April 2004
SUNY Stony Brook 2003 - 2004
CheckFree Investment Services (Fiserv) April 1998 - June 2001
Skills
Essbase, Smartview, Cloud Computing, Financial Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Access, Corporate Finance, Revenue Recognition, SaaS, Financial Forecasting, PeopleSoft, Training, Start-ups, Hyperion Planning, Analytics, Financial Statements, Revenue Forecasting, Sarbanes-Oxley, Microsoft Excel, Business Process..., Business Objects, SAP, Account Reconciliation, Analysis, Internal Controls, Finance, Cash Flow, US GAAP, Accounts Receivable, Strategy, Consulting, Management Consulting, Managerial Finance
Education
State University of New York at Stony Brook 2002 — 2004
Bachelors, Business Management
University of New Hampshire 1995 — 1997
AA, Political Science
Anthem, Inc. February 2014 - Present
Plexus Management Group, Inc. June 2013 - February 2014
Video Voice Media June 2011 - March 2013
BMC Software April 2011 - January 2012
TPI Consulting January 2009 - April 2011
CA, Inc May 2006 - September 2008
Brown Brothers Harriman June 2005 - January 2007
KONEK & KETNER January 2002 - April 2004
SUNY Stony Brook 2003 - 2004
CheckFree Investment Services (Fiserv) April 1998 - June 2001
Skills
Essbase, Smartview, Cloud Computing, Financial Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Access, Corporate Finance, Revenue Recognition, SaaS, Financial Forecasting, PeopleSoft, Training, Start-ups, Hyperion Planning, Analytics, Financial Statements, Revenue Forecasting, Sarbanes-Oxley, Microsoft Excel, Business Process..., Business Objects, SAP, Account Reconciliation, Analysis, Internal Controls, Finance, Cash Flow, US GAAP, Accounts Receivable, Strategy, Consulting, Management Consulting, Managerial Finance
Education
State University of New York at Stony Brook 2002 — 2004
Bachelors, Business Management
University of New Hampshire 1995 — 1997
AA, Political Science
Melissa Marino Melissa Marino's Brown Brothers Harriman Experience June 2006 - April 2014
Job Data Collection Supervisor at MA Department of Elementary and Secondary Education
Industry Education Management
Experience
MA Department of Elementary and Secondary Education May 2014 - Present
Brown Brothers Harriman June 2006 - April 2014
Skills
Financial Analysis, Financial Reporting, Finance, Financial Risk, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Business Writing
Education
Suffolk University 2008 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (B.A.), Journalism
MA Department of Elementary and Secondary Education May 2014 - Present
Brown Brothers Harriman June 2006 - April 2014
Skills
Financial Analysis, Financial Reporting, Finance, Financial Risk, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Business Writing
Education
Suffolk University 2008 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (B.A.), Journalism
Jake Marcus Jake Marcus's Brown Brothers Harriman Experience June 2012 - July 2013
Job JD/MBA Candidate at University of Miami
Industry Financial Services
Experience
Team Intestinal Fortitude November 2010 - Present
MetroWest Legal Services May 2015 - August 2015
Boston Housing Court May 2014 - August 2014
Brown Brothers Harriman June 2012 - July 2013
Morgan Stanley Smith Barney December 2011 - May 2012
Permal Asset Management September 2011 - December 2011
VizLingo LLC May 2011 - August 2011
Marcus, Errico, Emmer & Brooks May 2005 - 2011
Yarmouth-Dennis Red Sox May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Fundraising, Mutual Funds, Securities, Financial Reporting, Microsoft Excel, Finance, Investments, Portfolio Management, Private Equity, Financial Analysis, Financial Services, Alternative Investments, Real Estate, Asset Management, Bloomberg Terminal, Equities, Valuation
Education
University of Miami 2013 — 2017
JD/MBA Candidate
Stonehill College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics
Fordham University 2011 — 2011
Finance
James Cook University 2010 — 2010
Oliver Ames High School
Team Intestinal Fortitude November 2010 - Present
MetroWest Legal Services May 2015 - August 2015
Boston Housing Court May 2014 - August 2014
Brown Brothers Harriman June 2012 - July 2013
Morgan Stanley Smith Barney December 2011 - May 2012
Permal Asset Management September 2011 - December 2011
VizLingo LLC May 2011 - August 2011
Marcus, Errico, Emmer & Brooks May 2005 - 2011
Yarmouth-Dennis Red Sox May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Fundraising, Mutual Funds, Securities, Financial Reporting, Microsoft Excel, Finance, Investments, Portfolio Management, Private Equity, Financial Analysis, Financial Services, Alternative Investments, Real Estate, Asset Management, Bloomberg Terminal, Equities, Valuation
Education
University of Miami 2013 — 2017
JD/MBA Candidate
Stonehill College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics
Fordham University 2011 — 2011
Finance
James Cook University 2010 — 2010
Oliver Ames High School
Salvatore Augugliaro Salvatore Augugliaro's Brown Brothers Harriman Experience 1990 - 1997
Job Managing Director at Emigrant Bank
Industry Banking
Experience
Emigrant Bank August 2007 - Present
Hypo Real Estate 1997 - 2007
National Bank Canada 1997 - 1997
Brown Brothers Harriman 1990 - 1997
FIDELITY INFORMATION SERVICES 1988 - 1990
Chase Manhattan Bank June 1986 - 1988
Skills
Using ACBS since 1995..., Banking
Education
State University of New York College at Oneonta 1984 — 1986
BS, Business Economics
Mepham
Emigrant Bank August 2007 - Present
Hypo Real Estate 1997 - 2007
National Bank Canada 1997 - 1997
Brown Brothers Harriman 1990 - 1997
FIDELITY INFORMATION SERVICES 1988 - 1990
Chase Manhattan Bank June 1986 - 1988
Skills
Using ACBS since 1995..., Banking
Education
State University of New York College at Oneonta 1984 — 1986
BS, Business Economics
Mepham
Patrick S. Harrison Patrick S. Harrison's Brown Brothers Harriman Experience November 2011 - March 2013
Job Manager, Quality Services
Industry Hospital & Health Care
Experience
Commonwealth Care Alliance August 2014 - Present
Commonwealth Care Alliance April 2013 - August 2014
Brown Brothers Harriman November 2011 - March 2013
State Street Corporation December 2001 - December 2010
Investors Bank & Trust April 1997 - April 2001
The Faxon Company 1994 - 1998
Skills
Business Objects, Securities, Financial Services, Microsoft Office, Crystal Reports, Business Analysis, Equities, Management, Process Improvement, SDLC, Securities Lending, Vendor Management, Business Process, Testing, Analysis, Requirements Gathering, Finance, Risk Management, Requirements Analysis, Fixed Income
Education
State University of New York College at Plattsburgh 1988 — 1992
BA
Commonwealth Care Alliance August 2014 - Present
Commonwealth Care Alliance April 2013 - August 2014
Brown Brothers Harriman November 2011 - March 2013
State Street Corporation December 2001 - December 2010
Investors Bank & Trust April 1997 - April 2001
The Faxon Company 1994 - 1998
Skills
Business Objects, Securities, Financial Services, Microsoft Office, Crystal Reports, Business Analysis, Equities, Management, Process Improvement, SDLC, Securities Lending, Vendor Management, Business Process, Testing, Analysis, Requirements Gathering, Finance, Risk Management, Requirements Analysis, Fixed Income
Education
State University of New York College at Plattsburgh 1988 — 1992
BA
Jerron Williams Jerron Williams's Brown Brothers Harriman Experience July 2013 - Present
Job Senior Audit Control Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - Present
Skills
Microsoft Office, ACL, CYMA Accounting, Bloomberg, Fund Accounting, Mutual Funds, Financial Reporting, Financial Statements, Finance, Accounts Receivable, Accounting, Accounts Payable
Education
Suffolk University - Sawyer School of Management 2006 — 2010
Bachelor of Science in Business Administration, Accounting
Suffolk University - Sawyer Business School
Master of Science, Accounting
Brown Brothers Harriman July 2013 - Present
Skills
Microsoft Office, ACL, CYMA Accounting, Bloomberg, Fund Accounting, Mutual Funds, Financial Reporting, Financial Statements, Finance, Accounts Receivable, Accounting, Accounts Payable
Education
Suffolk University - Sawyer School of Management 2006 — 2010
Bachelor of Science in Business Administration, Accounting
Suffolk University - Sawyer Business School
Master of Science, Accounting
Claudia Denelle Claudia Denelle's Brown Brothers Harriman Experience September 1997 - October 2000
Job Fine Foods and Catering
Industry Food & Beverages
Experience
That's Tasty! 2008 - Present
CDIJ Enterprises July 2000 - September 2009
Brown Brothers Harriman September 1997 - October 2000
Grossman's 1988 - 1991
Skills
Public Relations, Sales Management, Fundraising, Public Speaking, Non-profits, Marketing Strategy, Advertising, Marketing Communications, Direct Marketing, Marketing, Social Media Marketing, Marketing Management, Customer Service, Retail, Nonprofits, Management, Business Development, Leadership, Business Planning, Small Business, Event Management, Entrepreneurship, Newsletters, Copywriting, Online Marketing, Event Planning, Social Networking, Catering, Communication, Organizational..., Social Media
Education
Suffolk University 1981 — 1986
MBA, CIS/HR
Stonehill College 1971 — 1975
BSBA, Marketing/Management
Brockton High School 1968 — 1971
That's Tasty! 2008 - Present
CDIJ Enterprises July 2000 - September 2009
Brown Brothers Harriman September 1997 - October 2000
Grossman's 1988 - 1991
Skills
Public Relations, Sales Management, Fundraising, Public Speaking, Non-profits, Marketing Strategy, Advertising, Marketing Communications, Direct Marketing, Marketing, Social Media Marketing, Marketing Management, Customer Service, Retail, Nonprofits, Management, Business Development, Leadership, Business Planning, Small Business, Event Management, Entrepreneurship, Newsletters, Copywriting, Online Marketing, Event Planning, Social Networking, Catering, Communication, Organizational..., Social Media
Education
Suffolk University 1981 — 1986
MBA, CIS/HR
Stonehill College 1971 — 1975
BSBA, Marketing/Management
Brockton High School 1968 — 1971
Katthya Holsgrove Katthya Holsgrove's Brown Brothers Harriman Experience June 2012 - June 2013
Job Officer Treasury Administration at Mizuho Bank
Industry Banking
Experience
Mizuho Bank August 2013 - March 2014
Brown Brothers Harriman June 2012 - June 2013
CLS Bank August 2008 - December 2011
Merrill Lynch August 2006 - July 2008
BNY Mellon December 2004 - August 2006
Norinchukin Bank August 2004 - December 2004
Calyon Corporate & Investment March 2004 - July 2004
Mitsubishi Trust July 2001 - March 2004
Dai-Ichi Kangyo Bank Ltd May 1999 - July 2001
Skills
Foreign Exchange, Money Market, SWIFT, OPICS, FXNET, Mysis, CLS, TRAM, Reuters, IBM System, Nats, Tracer, Sundry, Mantec, GTSS, FXALL, OFAC, KYC, US Patriot Act, FICC, Developed and correct..., Project Management, Provide Training Tools, Fluent in Spanish, SWIFT payments, Training, Risk Management, Bloomberg, Fixed Income, Account Reconciliation, Financial Services, Financial Risk, Investment Banking, FX trading, Trading, FX Options, SWIFT Payments
Education
SUNY Empire State College 2012 — 2014
Business Management, Economics
The New School New York 1994 — 1996
Non Credit Class, English as a Second Language, Accent Reduction and Public Speaking
Mizuho Bank August 2013 - March 2014
Brown Brothers Harriman June 2012 - June 2013
CLS Bank August 2008 - December 2011
Merrill Lynch August 2006 - July 2008
BNY Mellon December 2004 - August 2006
Norinchukin Bank August 2004 - December 2004
Calyon Corporate & Investment March 2004 - July 2004
Mitsubishi Trust July 2001 - March 2004
Dai-Ichi Kangyo Bank Ltd May 1999 - July 2001
Skills
Foreign Exchange, Money Market, SWIFT, OPICS, FXNET, Mysis, CLS, TRAM, Reuters, IBM System, Nats, Tracer, Sundry, Mantec, GTSS, FXALL, OFAC, KYC, US Patriot Act, FICC, Developed and correct..., Project Management, Provide Training Tools, Fluent in Spanish, SWIFT payments, Training, Risk Management, Bloomberg, Fixed Income, Account Reconciliation, Financial Services, Financial Risk, Investment Banking, FX trading, Trading, FX Options, SWIFT Payments
Education
SUNY Empire State College 2012 — 2014
Business Management, Economics
The New School New York 1994 — 1996
Non Credit Class, English as a Second Language, Accent Reduction and Public Speaking
Randy Snell's Brown Brothers Harriman Experience May 2011 - October 2012
Job Specialty Analytics
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
Morgan Stanley October 2012 - March 2013
Brown Brothers Harriman May 2011 - October 2012
Bank of America December 2010 - April 2011
KCM Management January 2010 - May 2010
Stetson University August 2006 - May 2010
Ram's Auto May 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Bloomberg Terminal, Bloomberg, PowerPoint, Microsoft Office, Equities, Microsoft Word, Equity Research, Finance, Investments, Customer Service, Research, Data Analysis, Accounting, Risk Management, Financial Modeling, Valuation
Education
Stetson University 2006 — 2010
Bachlors, Finance
BNY Mellon April 2013 - Present
Morgan Stanley October 2012 - March 2013
Brown Brothers Harriman May 2011 - October 2012
Bank of America December 2010 - April 2011
KCM Management January 2010 - May 2010
Stetson University August 2006 - May 2010
Ram's Auto May 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Bloomberg Terminal, Bloomberg, PowerPoint, Microsoft Office, Equities, Microsoft Word, Equity Research, Finance, Investments, Customer Service, Research, Data Analysis, Accounting, Risk Management, Financial Modeling, Valuation
Education
Stetson University 2006 — 2010
Bachlors, Finance
Jonathan Knehr's Brown Brothers Harriman Experience May 2010 - August 2010
Job Electronic Trading Developer
Industry Financial Services
Experience
... Technology AnalystRBC Capital MarketsAugust 2011 - January 2015
WebmasterWorld, Inc. 2005 - 2013
Brown Brothers Harriman May 2010 - August 2010
EarthCam, Inc. June 2009 - August 2009
Skills
C/C++, C# / .NET, Java, Streambase, Apache, Subversion, Maven, RMDS, PHP, SQL Server, Oracle, Linux development, Bash, Flex, HTML, CSS, JavaScript, Google API, Android SDK, JIRA, Hudson, Labview, MS Office Suite, Arduino, Tomcat, Gdb, Spring, Photoshop, Ant, Regular Expressions, CAB / SCSF
Education
Stevens Institute of Technology 2007 — 2011
Bachelors of Science, Computer Science
Northern Highlands Regional High School 2003 — 2007
... Technology AnalystRBC Capital MarketsAugust 2011 - January 2015
WebmasterWorld, Inc. 2005 - 2013
Brown Brothers Harriman May 2010 - August 2010
EarthCam, Inc. June 2009 - August 2009
Skills
C/C++, C# / .NET, Java, Streambase, Apache, Subversion, Maven, RMDS, PHP, SQL Server, Oracle, Linux development, Bash, Flex, HTML, CSS, JavaScript, Google API, Android SDK, JIRA, Hudson, Labview, MS Office Suite, Arduino, Tomcat, Gdb, Spring, Photoshop, Ant, Regular Expressions, CAB / SCSF
Education
Stevens Institute of Technology 2007 — 2011
Bachelors of Science, Computer Science
Northern Highlands Regional High School 2003 — 2007
Amy Seidl Amy Seidl's Brown Brothers Harriman Experience June 2002 - November 2005
Job Management Analyst | Business Analysis | Analytical and Creative ProblemSolving |
Industry Financial Services
Experience
Rockland Trust 2013 - Present
State Street March 2010 - January 2013
State Street Bank July 2007 - March 2010
Investors Bank & Trust October 2006 - July 2007
Mellon Financial July 2006 - October 2006
Brown Brothers Harriman June 2002 - November 2005
Brown Brothers Harriman May 2000 - June 2002
Brown Brothers Harriman September 1996 - May 2000
Skills
Business Analysis, Analytic Problem Solving, Data Analysis, Process Improvement, Relationship Management, Project Management, Business Performance..., Operations Management, Business Strategy, Client Services, Corporate Actions, Securities, Financial Services, Equities, Global Custody, Fixed Income, Securities Lending, SharePoint, Spotfire, Microsoft Office, Settlement, Cash Management, Capital Markets, Collateral Management, Risk Management, Back Office
Education
Stonehill College 1991 — 1995
B.A, International Studies, Modern Languages
Rockland Trust 2013 - Present
State Street March 2010 - January 2013
State Street Bank July 2007 - March 2010
Investors Bank & Trust October 2006 - July 2007
Mellon Financial July 2006 - October 2006
Brown Brothers Harriman June 2002 - November 2005
Brown Brothers Harriman May 2000 - June 2002
Brown Brothers Harriman September 1996 - May 2000
Skills
Business Analysis, Analytic Problem Solving, Data Analysis, Process Improvement, Relationship Management, Project Management, Business Performance..., Operations Management, Business Strategy, Client Services, Corporate Actions, Securities, Financial Services, Equities, Global Custody, Fixed Income, Securities Lending, SharePoint, Spotfire, Microsoft Office, Settlement, Cash Management, Capital Markets, Collateral Management, Risk Management, Back Office
Education
Stonehill College 1991 — 1995
B.A, International Studies, Modern Languages
Pat McGonagle Pat McGonagle's Brown Brothers Harriman Experience June 2011 - July 2015
Job Kforce Inc
Industry Staffing and Recruiting
Experience
Kforce Inc July 2015 - Present
Brown Brothers Harriman June 2011 - July 2015
Education
Stonehill College 2008 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
Kforce Inc July 2015 - Present
Brown Brothers Harriman June 2011 - July 2015
Education
Stonehill College 2008 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
David McLaren's Brown Brothers Harriman Experience June 2004 - June 2007
Job CEO at Hoop Innovators Basketball Group LLC
Industry Financial Services
Experience
Hoop Innovators Basketball Group LLC March 2011 - Present
Zero Gravity Basketball March 2011 - Present
Santander Bank, N.A. October 2010 - Present
IAABO/ NEPSAC/ Hoop Mountain November 2002 - Present
PricewaterhouseCoopers March 2008 - April 2010
Brown Brothers Harriman June 2004 - June 2007
Loomis Sayles October 1998 - June 2004
Skills
Asset Managment, Banking, Basketball, Brand Development, Business Development, Business Planning, Coaching, Credit, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Services, Fundraising, Investments, Management, Marketing Strategy, Microsoft Excel, Mutual Funds, Portfolio Management, Program Management, Public Relations, Public Speaking, Recruiting, Risk Management, Social Media, Sports, Strategic Planning, Team Leadership, Training
Education
Suffolk University 1992 — 1996
Bachelor, Business Administration
Hoop Innovators Basketball Group LLC March 2011 - Present
Zero Gravity Basketball March 2011 - Present
Santander Bank, N.A. October 2010 - Present
IAABO/ NEPSAC/ Hoop Mountain November 2002 - Present
PricewaterhouseCoopers March 2008 - April 2010
Brown Brothers Harriman June 2004 - June 2007
Loomis Sayles October 1998 - June 2004
Skills
Asset Managment, Banking, Basketball, Brand Development, Business Development, Business Planning, Coaching, Credit, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Services, Fundraising, Investments, Management, Marketing Strategy, Microsoft Excel, Mutual Funds, Portfolio Management, Program Management, Public Relations, Public Speaking, Recruiting, Risk Management, Social Media, Sports, Strategic Planning, Team Leadership, Training
Education
Suffolk University 1992 — 1996
Bachelor, Business Administration
Lisa (McGovern) Boudreau Lisa (McGovern) Boudreau's Brown Brothers Harriman Experience May 2014 - Present
Job Talent Acquisition at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman September 2011 - May 2014
Brown Brothers Harriman May 2010 - September 2011
Brown Brothers Harriman May 2008 - May 2010
CSN Stores September 2007 - May 2008
Skills
Talent Acquisition, Onboarding, PeopleSoft, Microsoft Office, Applicant Tracking..., Recruiting, Lotus Notes, Microsoft Excel, Employee Relations, PowerPoint, Outlook, Talent Management, Human Resources, Performance Management, Benefits Administration, Data Analysis, Customer Service, Employee Benefits, Training
Education
Suffolk University 2003 — 2007
BA, Print Journalism
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman September 2011 - May 2014
Brown Brothers Harriman May 2010 - September 2011
Brown Brothers Harriman May 2008 - May 2010
CSN Stores September 2007 - May 2008
Skills
Talent Acquisition, Onboarding, PeopleSoft, Microsoft Office, Applicant Tracking..., Recruiting, Lotus Notes, Microsoft Excel, Employee Relations, PowerPoint, Outlook, Talent Management, Human Resources, Performance Management, Benefits Administration, Data Analysis, Customer Service, Employee Benefits, Training
Education
Suffolk University 2003 — 2007
BA, Print Journalism
Nina Zalah Sanchez Nina Zalah Sanchez's Brown Brothers Harriman Experience August 2008 - December 2008
Job Manager Technology Solutions and Service Oversight at The Walt Disney Company
Industry Information Technology and Services
Experience
The Walt Disney Company January 2015 - Present
Johnson & Johnson December 2013 - December 2014
Johnson & Johnson February 2013 - December 2013
Johnson & Johnson June 2011 - March 2013
Johnson & Johnson April 2012 - February 2013
Johnson & Johnson June 2011 - April 2012
Becton, Dickinson and Company January 2010 - August 2010
Brown Brothers Harriman August 2008 - December 2008
BlackRock January 2008 - May 2008
Skills
Certified Scrum Master..., Data Analysis, Requirements Gathering, SDLC, Project Management, Access, Analytics, SQL, Software Documentation, Databases, SharePoint, Digital Marketing, Software Development, Business Analysis, Requirements Analysis, Testing, Social Media, Web Analytics, HTML, Process Improvement, User Experience, Systems Analysis, Business Strategy, Email Marketing, Business Process..., Vendor Management, Google Analytics, Marketing, Digital Strategy, Leadership, Information Technology, Agile Methodologies, Strategy, Cross-functional Team..., Management, Scrum
Education
Stevens Institute of Technology 2009 — 2011
Masters of Science, Technology Management
Stevens Institute of Technology 2006 — 2011
Bachelors of Science, Computer Science
University of New South Wales 2009 — 2009
Minor, History of Film
The Walt Disney Company January 2015 - Present
Johnson & Johnson December 2013 - December 2014
Johnson & Johnson February 2013 - December 2013
Johnson & Johnson June 2011 - March 2013
Johnson & Johnson April 2012 - February 2013
Johnson & Johnson June 2011 - April 2012
Becton, Dickinson and Company January 2010 - August 2010
Brown Brothers Harriman August 2008 - December 2008
BlackRock January 2008 - May 2008
Skills
Certified Scrum Master..., Data Analysis, Requirements Gathering, SDLC, Project Management, Access, Analytics, SQL, Software Documentation, Databases, SharePoint, Digital Marketing, Software Development, Business Analysis, Requirements Analysis, Testing, Social Media, Web Analytics, HTML, Process Improvement, User Experience, Systems Analysis, Business Strategy, Email Marketing, Business Process..., Vendor Management, Google Analytics, Marketing, Digital Strategy, Leadership, Information Technology, Agile Methodologies, Strategy, Cross-functional Team..., Management, Scrum
Education
Stevens Institute of Technology 2009 — 2011
Masters of Science, Technology Management
Stevens Institute of Technology 2006 — 2011
Bachelors of Science, Computer Science
University of New South Wales 2009 — 2009
Minor, History of Film
Diana Notartomaso Diana Notartomaso's Brown Brothers Harriman Experience August 2008 - October 2010
Job Senior Analyst Strategy and Analysis at DigitasLBi_US
Industry Retail
Experience
DigitasLBi_US August 2014 - Present
J. Jill Group October 2010 - August 2014
Brown Brothers Harriman August 2008 - October 2010
Brown Brothers Harriman September 2006 - August 2008
Pioneer Investments September 2005 - September 2006
Skills
Analysis, Budgets, Management, Forecasting, Finance, Marketing, Financial Reporting, Financial Modeling, Team Leadership, Data Analysis, CRM, Marketing Strategy, Direct Marketing, Leadership, Training
Education
Suffolk University 2006 — 2008
Master of Science, International Economics
Elon University 2002 — 2005
Bachelor of Arts, Economics
DigitasLBi_US August 2014 - Present
J. Jill Group October 2010 - August 2014
Brown Brothers Harriman August 2008 - October 2010
Brown Brothers Harriman September 2006 - August 2008
Pioneer Investments September 2005 - September 2006
Skills
Analysis, Budgets, Management, Forecasting, Finance, Marketing, Financial Reporting, Financial Modeling, Team Leadership, Data Analysis, CRM, Marketing Strategy, Direct Marketing, Leadership, Training
Education
Suffolk University 2006 — 2008
Master of Science, International Economics
Elon University 2002 — 2005
Bachelor of Arts, Economics
Eric Vanderpool's Brown Brothers Harriman Experience September 2013 - Present
Job Corporate Actions Specialist BBH
Industry Banking
Experience
Brown Brothers Harriman September 2013 - Present
VizQuest Ventures August 2012 - January 2013
Stonehill College 2009 - 2013
VizQuest Ventures May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
South Shore Pool Supply June 2003 - August 2011
Skills
Sales, Salesforce.com, Business Development, Economics, Management, Market Research, Microsoft Excel, Financial Analysis, Marketing, Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Reliable, People Skills, Leadership, Pro-active Leader, Marketing Strategy, Customer Service, Microsoft Word, Public Speaking, Marketing Communications, Entrepreneurship, Strategic Planning, Finance, E-commerce, Product Management, Data Analysis, Bloomberg, Bloomberg Terminal, Cold Calling, Marketing Research, Email Marketing, Stata, Corporate Finance, Econometrics, Data Entry
Education
Stonehill College 2009 — 2013
Bachelor of Arts, Business/Managerial Economics
Boston College High School 2005 — 2009
High School Diploma
Brown Brothers Harriman September 2013 - Present
VizQuest Ventures August 2012 - January 2013
Stonehill College 2009 - 2013
VizQuest Ventures May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
South Shore Pool Supply June 2003 - August 2011
Skills
Sales, Salesforce.com, Business Development, Economics, Management, Market Research, Microsoft Excel, Financial Analysis, Marketing, Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Reliable, People Skills, Leadership, Pro-active Leader, Marketing Strategy, Customer Service, Microsoft Word, Public Speaking, Marketing Communications, Entrepreneurship, Strategic Planning, Finance, E-commerce, Product Management, Data Analysis, Bloomberg, Bloomberg Terminal, Cold Calling, Marketing Research, Email Marketing, Stata, Corporate Finance, Econometrics, Data Entry
Education
Stonehill College 2009 — 2013
Bachelor of Arts, Business/Managerial Economics
Boston College High School 2005 — 2009
High School Diploma
Eric Abrahamsen Eric Abrahamsen's Brown Brothers Harriman Experience February 2010 - August 2012
Job Software Engineer at Handy HQ
Industry Computer Software
Experience
Handy HQ July 2015 - Present
iCapital Network, Inc. May 2014 - June 2015
Tu Orbit October 2013 - May 2014
Ploonky September 2012 - October 2013
Brown Brothers Harriman February 2010 - August 2012
Brown Brothers Harriman January 2008 - February 2010
Lehman Brothers May 2006 - December 2007
Lehman Brothers May 2007 - August 2007
Lehman Brothers May 2006 - May 2007
Skills
Ruby on Rails, iOS, CoffeeScript, JavaScript, Requirements Analysis, Equities, Requirements Gathering, iOS development, Web Development, Unix, Software Project..., Software Development, Agile Methodologies, VBScript, Architecture, Program Management, Product Management, MySQL, HTML, Objective-C, CSS, Analysis, Architectures, iOS Development
Education
Stevens Institute of Technology 2005 — 2010
Bachelor of Engineering, Computer Engineering
Handy HQ July 2015 - Present
iCapital Network, Inc. May 2014 - June 2015
Tu Orbit October 2013 - May 2014
Ploonky September 2012 - October 2013
Brown Brothers Harriman February 2010 - August 2012
Brown Brothers Harriman January 2008 - February 2010
Lehman Brothers May 2006 - December 2007
Lehman Brothers May 2007 - August 2007
Lehman Brothers May 2006 - May 2007
Skills
Ruby on Rails, iOS, CoffeeScript, JavaScript, Requirements Analysis, Equities, Requirements Gathering, iOS development, Web Development, Unix, Software Project..., Software Development, Agile Methodologies, VBScript, Architecture, Program Management, Product Management, MySQL, HTML, Objective-C, CSS, Analysis, Architectures, iOS Development
Education
Stevens Institute of Technology 2005 — 2010
Bachelor of Engineering, Computer Engineering
Daniel Reidy Daniel Reidy's Brown Brothers Harriman Experience April 2000 - April 2002
Job Oracle Database Architect at GalaxE Solutions
Industry Financial Services
Experience
ADP September 2015 - Present
GalaxE Solutions April 2011 - August 2015
Credit Suisse May 2002 - February 2011
Brown Brothers Harriman April 2000 - April 2002
Warner Lambert / Pfizer May 1999 - March 2000
Insurance Service Office October 1996 - May 1999
RVSI Inspection September 1990 - September 1993
Skills
Oracle, PL/SQL, SQL, Databases, ETL, Unix Shell Scripting, SDLC, Data Warehousing, Data Modeling, Database Design, Business Analysis, Software Project..., Systems Analysis, Agile Methodologies, Shell Scripting, Testing, Perl, Requirements Gathering, Analytics, Visio, DB2, Java, Programming, Resource Management, Quality Assurance, Software Design, Requirements Analysis, Linux, C#, Derivatives, Microsoft SQL Server, Data Analysis, Leadership, Software Development
Education
Stony Brook University
BS, Computer Science
ADP September 2015 - Present
GalaxE Solutions April 2011 - August 2015
Credit Suisse May 2002 - February 2011
Brown Brothers Harriman April 2000 - April 2002
Warner Lambert / Pfizer May 1999 - March 2000
Insurance Service Office October 1996 - May 1999
RVSI Inspection September 1990 - September 1993
Skills
Oracle, PL/SQL, SQL, Databases, ETL, Unix Shell Scripting, SDLC, Data Warehousing, Data Modeling, Database Design, Business Analysis, Software Project..., Systems Analysis, Agile Methodologies, Shell Scripting, Testing, Perl, Requirements Gathering, Analytics, Visio, DB2, Java, Programming, Resource Management, Quality Assurance, Software Design, Requirements Analysis, Linux, C#, Derivatives, Microsoft SQL Server, Data Analysis, Leadership, Software Development
Education
Stony Brook University
BS, Computer Science
Julia Tseng's Brown Brothers Harriman Experience 1998 - 2004
Job Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management 2014 - Present
Columbia Management 2006 - 2014
Columbia Management 2004 - 2006
Brown Brothers Harriman 1998 - 2004
Lazard 1995 - 1998
Rice Financial Products Company 1994 - 1995
Education
SUNY Stony Brook 1990 — 1994
Bachelor of Arts (B.A.), Economics
Morgan Stanley Investment Management 2014 - Present
Columbia Management 2006 - 2014
Columbia Management 2004 - 2006
Brown Brothers Harriman 1998 - 2004
Lazard 1995 - 1998
Rice Financial Products Company 1994 - 1995
Education
SUNY Stony Brook 1990 — 1994
Bachelor of Arts (B.A.), Economics
Bill Pond's Brown Brothers Harriman Experience May 2011 - June 2012
Job Interactive Developer
Industry Computer Software
Experience
Isobar July 2015 - Present
Finalsite May 2013 - August 2014
Hess Corporation September 2012 - December 2012
Brown Brothers Harriman May 2011 - June 2012
Skills
jQuery, HTML, JavaScript, Java, C++, .NET, C#, Microsoft Word, Microsoft Excel, C, jQuery UI, Python, Social Media, Teamwork, Public Speaking, English, Windows, SQL, Time Management, PowerPoint, Microsoft Office, PHP, PhpMyAdmin, SASS
Education
Stevens Institute of Technology 2010 — 2015
Bachelor of Science in Computer Science, Computer Science
Isobar July 2015 - Present
Finalsite May 2013 - August 2014
Hess Corporation September 2012 - December 2012
Brown Brothers Harriman May 2011 - June 2012
Skills
jQuery, HTML, JavaScript, Java, C++, .NET, C#, Microsoft Word, Microsoft Excel, C, jQuery UI, Python, Social Media, Teamwork, Public Speaking, English, Windows, SQL, Time Management, PowerPoint, Microsoft Office, PHP, PhpMyAdmin, SASS
Education
Stevens Institute of Technology 2010 — 2015
Bachelor of Science in Computer Science, Computer Science
Natalie Hedlund Natalie Hedlund's Brown Brothers Harriman Experience June 2006 - March 2008
Job AVP National Accounts & RIA Services at Payden & Rygel
Industry Financial Services
Experience
Payden & Rygel October 2012 - Present
StatPro January 2012 - October 2012
Sun Life Financial March 2008 - January 2012
Brown Brothers Harriman June 2006 - March 2008
Skills
Series 6, Series 63, Life & Health Insurance..., Mutual Funds, Asset Allocation, FINRA, Investments, Public Speaking, Salesforce.com, Sales Presentations, New Business Development, Email Marketing, Cloud Computing, Financial Advisory, Life Insurance, Variable Annuities, Asset Management
Education
Stonehill College
Bachelor of Arts, Double Major US History & Elementary Education
Coyle & Cassidy HS
Payden & Rygel October 2012 - Present
StatPro January 2012 - October 2012
Sun Life Financial March 2008 - January 2012
Brown Brothers Harriman June 2006 - March 2008
Skills
Series 6, Series 63, Life & Health Insurance..., Mutual Funds, Asset Allocation, FINRA, Investments, Public Speaking, Salesforce.com, Sales Presentations, New Business Development, Email Marketing, Cloud Computing, Financial Advisory, Life Insurance, Variable Annuities, Asset Management
Education
Stonehill College
Bachelor of Arts, Double Major US History & Elementary Education
Coyle & Cassidy HS
Jamie Blanks Jamie Blanks's Brown Brothers Harriman Experience 1988 - 1990
Job AVP, Senior Project Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2012 - Present
State Street Corporation July 2007 - June 2012
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 1995 - 1999
Investors Bank & Trust 1990 - 1994
Brown Brothers Harriman 1988 - 1990
State Street 1987 - 1988
Skills
Project Management, Program Management, Team Management, Leadership, Resource Management, Business Solutions..., Budget Planning &..., Team Building, Strategic Planning, Vendor Management, System Development..., Client Relations Skills, Data Warehousing, Data Conversion, 3rd Party Integrations, ASP (SaaS) Solutions, Project Planning, Budgets
Education
Suffolk University - Sawyer School of Management
MBA, Concentration in Computer Science
University of Rhode Island
BS, Marketing
MFS Investment Management November 2012 - Present
State Street Corporation July 2007 - June 2012
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 1995 - 1999
Investors Bank & Trust 1990 - 1994
Brown Brothers Harriman 1988 - 1990
State Street 1987 - 1988
Skills
Project Management, Program Management, Team Management, Leadership, Resource Management, Business Solutions..., Budget Planning &..., Team Building, Strategic Planning, Vendor Management, System Development..., Client Relations Skills, Data Warehousing, Data Conversion, 3rd Party Integrations, ASP (SaaS) Solutions, Project Planning, Budgets
Education
Suffolk University - Sawyer School of Management
MBA, Concentration in Computer Science
University of Rhode Island
BS, Marketing
Claudia Thomas's Brown Brothers Harriman Experience October 2013 - January 2015
Job Graduate from Stonehill College
Industry Accounting
Experience
HarbourVest Partners February 2015 - Present
Brown Brothers Harriman October 2013 - January 2015
Riverbank Inc June 2012 - May 2014
Accounting Association September 2011 - May 2013
LEADERSHIP & COLLEGIATE ACTIVITIES September 2010 - May 2013
Intramural Soccer September 2009 - May 2013
Remote Quality Bookkeeping May 2012 - October 2012
Market Basket June 2008 - January 2012
Hall Council Senate September 2009 - December 2011
CUTCO Cutlery January 2010 - February 2010
Skills
Speaks Haitian Creole, Speaks french, know microsoft excel,..., Microsoft Excel, PowerPoint, Accounting, Microsoft Word, QuickBooks, Microsoft Office, Outlook, Tax, Financial Accounting, Financial Statements, Soccer
Education
Stonehill College 2009 — 2013
Bachelor of Science, Business Administration; Accounting
John Cabot University 2012 — 2012
Coyle and Cassidy High School 2005 — 2009
HarbourVest Partners February 2015 - Present
Brown Brothers Harriman October 2013 - January 2015
Riverbank Inc June 2012 - May 2014
Accounting Association September 2011 - May 2013
LEADERSHIP & COLLEGIATE ACTIVITIES September 2010 - May 2013
Intramural Soccer September 2009 - May 2013
Remote Quality Bookkeeping May 2012 - October 2012
Market Basket June 2008 - January 2012
Hall Council Senate September 2009 - December 2011
CUTCO Cutlery January 2010 - February 2010
Skills
Speaks Haitian Creole, Speaks french, know microsoft excel,..., Microsoft Excel, PowerPoint, Accounting, Microsoft Word, QuickBooks, Microsoft Office, Outlook, Tax, Financial Accounting, Financial Statements, Soccer
Education
Stonehill College 2009 — 2013
Bachelor of Science, Business Administration; Accounting
John Cabot University 2012 — 2012
Coyle and Cassidy High School 2005 — 2009
John Mattera John Mattera's Brown Brothers Harriman Experience January 1996 - September 2006
Job PMO and Workplan Administrator at Accenture
Industry Financial Services
Experience
Accenture/Commonwealth of Massachusetts Child Enforcement Division May 2013 - Present
Accenture May 2013 - Present
Fidelity Investments: Institutional Wealth Services (IWS) November 2012 - January 2013
State Street Bank February 2012 - October 2012
Deutsche Bank October 2010 - June 2011
State Street 2006 - 2009
Investors Bank & Trust September 2006 - July 2007
Brown Brothers Harriman January 1996 - September 2006
Skills
FX, Settlement, Operations Management, Change Management, Reconciliation, Team Building, Corporate Actions, Global Custody, Mutual Funds, Bloomberg, SWIFT, Client Service, Back Office, Investment Operations, Euroclear, Settlements, Process Improvement, Analysis, Outsourcing, Middle Office, Financial Services, Investments, Account Reconciliation
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Accounting
Accenture/Commonwealth of Massachusetts Child Enforcement Division May 2013 - Present
Accenture May 2013 - Present
Fidelity Investments: Institutional Wealth Services (IWS) November 2012 - January 2013
State Street Bank February 2012 - October 2012
Deutsche Bank October 2010 - June 2011
State Street 2006 - 2009
Investors Bank & Trust September 2006 - July 2007
Brown Brothers Harriman January 1996 - September 2006
Skills
FX, Settlement, Operations Management, Change Management, Reconciliation, Team Building, Corporate Actions, Global Custody, Mutual Funds, Bloomberg, SWIFT, Client Service, Back Office, Investment Operations, Euroclear, Settlements, Process Improvement, Analysis, Outsourcing, Middle Office, Financial Services, Investments, Account Reconciliation
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Accounting
Timothy Rearick Timothy Rearick's Brown Brothers Harriman Experience June 2012 - September 2012
Job Financial Analyst II at Raytheon
Industry Defense & Space
Experience
Raytheon September 2012 - Present
Brown Brothers Harriman June 2012 - September 2012
Kraft Sports Group April 2011 - July 2012
UBS December 2011 - April 2012
Angels Neurological Centers May 2011 - August 2011
Jerry Ims Attorney at Law March 2008 - August 2008
Skills
Spanish, PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Event Planning, Outlook, Public Speaking, Social Media, Microsoft Office, Social Media Marketing, Marketing, Market Research, SAP, Bloomberg Terminal, Finance, Research
Education
Stonehill College 2008 — 2012
B.S.B.A, Finance
Bishop Hendricken Highschool 2004 — 2008
Raytheon September 2012 - Present
Brown Brothers Harriman June 2012 - September 2012
Kraft Sports Group April 2011 - July 2012
UBS December 2011 - April 2012
Angels Neurological Centers May 2011 - August 2011
Jerry Ims Attorney at Law March 2008 - August 2008
Skills
Spanish, PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Event Planning, Outlook, Public Speaking, Social Media, Microsoft Office, Social Media Marketing, Marketing, Market Research, SAP, Bloomberg Terminal, Finance, Research
Education
Stonehill College 2008 — 2012
B.S.B.A, Finance
Bishop Hendricken Highschool 2004 — 2008
Eric Brand's Brown Brothers Harriman Experience February 2005 - May 2007
Job Head of Marketing at Morgan Stanley Infrastructure
Industry Investment Management
Experience
Morgan Stanley Infrastructure August 2010 - Present
BK Communications Group December 2008 - July 2010
Pzena Investment Management September 2007 - October 2008
Brown Brothers Harriman February 2005 - May 2007
AllianceBernstein March 1999 - January 2005
Network Television May 1991 - August 2003
Metropolis Magazine March 1988 - April 1991
Skills
Marketing Communications, Newsletters, Messaging, Marketing Strategy, Integrated Marketing, Marketing Management, Writing, Brand Development, Strategic Communications, Internal Communications, Press Releases, Conferences
Education
State University of New York at Stony Brook
BA, English and Political Science
Morgan Stanley Infrastructure August 2010 - Present
BK Communications Group December 2008 - July 2010
Pzena Investment Management September 2007 - October 2008
Brown Brothers Harriman February 2005 - May 2007
AllianceBernstein March 1999 - January 2005
Network Television May 1991 - August 2003
Metropolis Magazine March 1988 - April 1991
Skills
Marketing Communications, Newsletters, Messaging, Marketing Strategy, Integrated Marketing, Marketing Management, Writing, Brand Development, Strategic Communications, Internal Communications, Press Releases, Conferences
Education
State University of New York at Stony Brook
BA, English and Political Science
Maryellen Russo's Brown Brothers Harriman Experience August 2006 - April 2014
Job
Industry Real Estate
Experience
J Barrett & Company July 2015 - Present
Spritz Technology, Inc. April 2014 - Present
American Cancer Society 2001 - 2015
Brown Brothers Harriman August 2006 - April 2014
United Way of Massachusetts Bay and Merrimack Valley August 2008 - November 2008
Massachusetts Port Authority July 1983 - June 2006
Willwerth Plumbing February 1995 - June 2005
Skills
Fundraising, Management, Public Speaking, Risk Management, Process Improvement, Customer Service, Leadership, Training, Negotiation, Project Management, Human Resources, Mutual Funds, Investments, Budgets, Employee Benefits, Analysis, Real Estate License, Real Estate Transactions
Education
Suffolk University - Sawyer School of Management
Management
J Barrett & Company July 2015 - Present
Spritz Technology, Inc. April 2014 - Present
American Cancer Society 2001 - 2015
Brown Brothers Harriman August 2006 - April 2014
United Way of Massachusetts Bay and Merrimack Valley August 2008 - November 2008
Massachusetts Port Authority July 1983 - June 2006
Willwerth Plumbing February 1995 - June 2005
Skills
Fundraising, Management, Public Speaking, Risk Management, Process Improvement, Customer Service, Leadership, Training, Negotiation, Project Management, Human Resources, Mutual Funds, Investments, Budgets, Employee Benefits, Analysis, Real Estate License, Real Estate Transactions
Education
Suffolk University - Sawyer School of Management
Management
Sheila Conboy Sheila Conboy's Brown Brothers Harriman Experience July 1991 - June 1994
Job
Industry Financial Services
Experience
Saint Raphael School February 2014 - Present
Brown Brothers Harriman July 1991 - June 1994
Skills
Financial Services, Microsoft Excel, Organizational..., QuickBooks, Process Improvement, Administrative Processes, Administrative..., Big-picture Thinking, Administrative Tools, Finance
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Saint Raphael School February 2014 - Present
Brown Brothers Harriman July 1991 - June 1994
Skills
Financial Services, Microsoft Excel, Organizational..., QuickBooks, Process Improvement, Administrative Processes, Administrative..., Big-picture Thinking, Administrative Tools, Finance
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Gary Connearney Gary Connearney's Brown Brothers Harriman Experience February 2007 - May 2012
Job Team Leader Data Integrity at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2015 - Present
MFS Investment Management May 2012 - February 2015
Brown Brothers Harriman February 2007 - May 2012
Skills
Global Custody, Corporate Actions, Bloomberg, Mutual Funds, Fixed Income, Tax, Corporate Tax, Superior Client Service, Tax Law, Securities, Fund Accounting, Equities, Bloomberg Terminal, Derivatives, Valuation, Investment Valuation, Pricing, Data Integrity, Account Management, Equity Derivatives, Interest Rate..., Credit Derivatives, FX Derivatives, Exchange Traded..., SMF, Investment Management, Investments, Eagle PACE
Education
Suffolk University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
MFS Investment Management February 2015 - Present
MFS Investment Management May 2012 - February 2015
Brown Brothers Harriman February 2007 - May 2012
Skills
Global Custody, Corporate Actions, Bloomberg, Mutual Funds, Fixed Income, Tax, Corporate Tax, Superior Client Service, Tax Law, Securities, Fund Accounting, Equities, Bloomberg Terminal, Derivatives, Valuation, Investment Valuation, Pricing, Data Integrity, Account Management, Equity Derivatives, Interest Rate..., Credit Derivatives, FX Derivatives, Exchange Traded..., SMF, Investment Management, Investments, Eagle PACE
Education
Suffolk University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Sandy Romano Sandy Romano's Brown Brothers Harriman Experience May 2012 - Present
Job Global Retirement Benefits Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2012 - Present
Brown Brothers Harriman September 2007 - May 2012
Black Mountain February 2007 - August 2007
Black Mountain June 2006 - February 2007
Black Mountain August 2002 - June 2006
Brown Brothers Harriman August 1999 - August 2002
Skills
Benefits Administration, Human Resources, Deferred Compensation, Employee Benefits
Education
Stony Brook University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Brown Brothers Harriman May 2012 - Present
Brown Brothers Harriman September 2007 - May 2012
Black Mountain February 2007 - August 2007
Black Mountain June 2006 - February 2007
Black Mountain August 2002 - June 2006
Brown Brothers Harriman August 1999 - August 2002
Skills
Benefits Administration, Human Resources, Deferred Compensation, Employee Benefits
Education
Stony Brook University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Alex Ranere's Brown Brothers Harriman Experience December 2013 - Present
Job Associate, Relationship Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2013 - Present
Brown Brothers Harriman June 2013 - November 2013
Brown Brothers Harriman October 2010 - May 2013
State Street September 2009 - August 2010
Skills
Bloomberg Terminal, Financial Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Financial Modeling, Morningstar Direct, UCITS, Alternative Investments, Financial Services, Investments, Financial Analysis, Bloomberg, Equities
Education
Stonehill College 2005 — 2009
Bachelor of Science, Business Administration; Finance
John Cabot University
Fall Semester Abroad, Business and Italian
Brown Brothers Harriman December 2013 - Present
Brown Brothers Harriman June 2013 - November 2013
Brown Brothers Harriman October 2010 - May 2013
State Street September 2009 - August 2010
Skills
Bloomberg Terminal, Financial Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Financial Modeling, Morningstar Direct, UCITS, Alternative Investments, Financial Services, Investments, Financial Analysis, Bloomberg, Equities
Education
Stonehill College 2005 — 2009
Bachelor of Science, Business Administration; Finance
John Cabot University
Fall Semester Abroad, Business and Italian
Ina K. Trasha's Brown Brothers Harriman Experience August 2015 - Present
Job Fund Accounting Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman September 2013 - Present
Education
Suffolk University - Sawyer School of Management 2008 — 2012
B.S, Finance
Lee Institute School of Real Estate
License in Real Estate
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman September 2013 - Present
Education
Suffolk University - Sawyer School of Management 2008 — 2012
B.S, Finance
Lee Institute School of Real Estate
License in Real Estate
Di Ren Di Ren's Brown Brothers Harriman Experience October 2012 - January 2013
Job Software engneering
Industry Computer Software
Experience
Stevens Institute of Technology September 2013 - January 2015
Fidelity Investments May 2014 - August 2014
Stevens Institute of Technology May 2013 - September 2013
Brown Brothers Harriman October 2012 - January 2013
Skills
Java, JavaScript, HTML5, CSS, C, C++, PHP, MySQL, AJAX, Erlang
Education
Stevens Institute of Technology 2011 — 2015
Master's Degree, Computer Science, 3.701
Stevens Institute of Technology 2011 — 2015
Bachelor's Degree, Computer Science, 3.533
Stevens Institute of Technology September 2013 - January 2015
Fidelity Investments May 2014 - August 2014
Stevens Institute of Technology May 2013 - September 2013
Brown Brothers Harriman October 2012 - January 2013
Skills
Java, JavaScript, HTML5, CSS, C, C++, PHP, MySQL, AJAX, Erlang
Education
Stevens Institute of Technology 2011 — 2015
Master's Degree, Computer Science, 3.701
Stevens Institute of Technology 2011 — 2015
Bachelor's Degree, Computer Science, 3.533
beth bendavid-val's Brown Brothers Harriman Experience June 2015 - Present
Job Contractor for Creative Services Department at Brown Brothers Harriman
Industry Design
Experience
Brown Brothers Harriman June 2015 - Present
John Hancock Insurance March 2014 - June 2015
The Kessler Group 1992 - 2009
Skills
Graphic Design, Illustrator, Graphics, Adobe Creative Suite, InDesign, Logo Design, Advertising, Art Direction, Editing
Education
New England School of Art & Design 1990 — 1992
Graphic Design Certification, Graphic Design, Typography, Illustration
State University of New York College at Geneseo 1982 — 1986
Bachelor of Arts (BA), Psychology, Studio Art minor
Brown Brothers Harriman June 2015 - Present
John Hancock Insurance March 2014 - June 2015
The Kessler Group 1992 - 2009
Skills
Graphic Design, Illustrator, Graphics, Adobe Creative Suite, InDesign, Logo Design, Advertising, Art Direction, Editing
Education
New England School of Art & Design 1990 — 1992
Graphic Design Certification, Graphic Design, Typography, Illustration
State University of New York College at Geneseo 1982 — 1986
Bachelor of Arts (BA), Psychology, Studio Art minor
Julie Feeley, PMP Julie Feeley, PMP's Brown Brothers Harriman Experience May 2013 - Present
Job Assistant Vice President, Infomediary Implementation Team at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2013 - Present
Brown Brothers Harriman June 2007 - May 2013
Investors Bank & Trust July 2006 - June 2007
Investors Bank & Trust November 2005 - June 2006
Investors Bank & Trust December 2004 - November 2005
Investors Bank & Trust April 2004 - November 2004
Investors Bank & Trust February 2003 - March 2004
Investors Bank & Trust June 2002 - January 2003
Skills
Fund Accounting, Project Management, Best Practices, Fund Administration, Information Mapping, Visio, Middle Office, PowerPoint, Workflow, Process Engineering, PMP, Global Custody, Auditing, Corporate Actions, Fixed Income, Process Improvement
Education
Stonehill College 1998 — 2002
Bachelor of Science (BS) & Bachelor of Arts (BA), Finance and Economics
University of Warwick - Warwick Business School 2000 — 2000
Brown Brothers Harriman May 2013 - Present
Brown Brothers Harriman June 2007 - May 2013
Investors Bank & Trust July 2006 - June 2007
Investors Bank & Trust November 2005 - June 2006
Investors Bank & Trust December 2004 - November 2005
Investors Bank & Trust April 2004 - November 2004
Investors Bank & Trust February 2003 - March 2004
Investors Bank & Trust June 2002 - January 2003
Skills
Fund Accounting, Project Management, Best Practices, Fund Administration, Information Mapping, Visio, Middle Office, PowerPoint, Workflow, Process Engineering, PMP, Global Custody, Auditing, Corporate Actions, Fixed Income, Process Improvement
Education
Stonehill College 1998 — 2002
Bachelor of Science (BS) & Bachelor of Arts (BA), Finance and Economics
University of Warwick - Warwick Business School 2000 — 2000
Steven Drago Steven Drago's Brown Brothers Harriman Experience June 2012 - August 2012
Job CoOwner at New England Soundproofing
Industry Financial Services
Experience
New England Soundproofing January 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
Admirals Bank May 2011 - January 2012
Admirals Bank May 2011 - January 2012
Suffolk University September 2010 - May 2011
Department of Planning & Natural Resources May 2004 - October 2010
First Boston Realty International September 2009 - December 2009
Skills
Mathematics, Personal Finance, Hockey, Leadership, Finance, Entrepreneurship, Analysis, Training, Marketing, Program Management
Education
Suffolk University 2009 — 2013
Bachelor of Science, Finance and Entrepreneurship
Suffolk University 2009 — 2013
Waltham Senior High School 2004 — 2008
High School Diploma
New England Soundproofing January 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
Admirals Bank May 2011 - January 2012
Admirals Bank May 2011 - January 2012
Suffolk University September 2010 - May 2011
Department of Planning & Natural Resources May 2004 - October 2010
First Boston Realty International September 2009 - December 2009
Skills
Mathematics, Personal Finance, Hockey, Leadership, Finance, Entrepreneurship, Analysis, Training, Marketing, Program Management
Education
Suffolk University 2009 — 2013
Bachelor of Science, Finance and Entrepreneurship
Suffolk University 2009 — 2013
Waltham Senior High School 2004 — 2008
High School Diploma
Thomas MacDonald Thomas MacDonald's Brown Brothers Harriman Experience April 1994 - July 1998
Job Operations/Corporate Actions Manager at Numeric Investors
Industry Investment Management
Experience
Numeric Investors October 2008 - Present
Numeric Investors March 2001 - Present
BNY Mellon January 1999 - March 2001
Brown Brothers Harriman April 1994 - July 1998
Skills
Equities, Asset Management, Bloomberg, Fixed Income, Mutual Funds, Securities, Hedge Funds, Investment Management, Derivatives, Portfolio Management, Investments, Trading, Financial Markets, Financial Services, Capital Markets, Trading Systems, FX trading, Middle Office, Back Office, Valuation, Equity Swaps
Education
Suffolk University 1986 — 1990
Bachelor of Science (BS), Finance, General
Numeric Investors October 2008 - Present
Numeric Investors March 2001 - Present
BNY Mellon January 1999 - March 2001
Brown Brothers Harriman April 1994 - July 1998
Skills
Equities, Asset Management, Bloomberg, Fixed Income, Mutual Funds, Securities, Hedge Funds, Investment Management, Derivatives, Portfolio Management, Investments, Trading, Financial Markets, Financial Services, Capital Markets, Trading Systems, FX trading, Middle Office, Back Office, Valuation, Equity Swaps
Education
Suffolk University 1986 — 1990
Bachelor of Science (BS), Finance, General
Gary Luca, Jr.'s Brown Brothers Harriman Experience June 2014 - Present
Job Associate, Client Service Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
St. Mary's Parish September 2011 - May 2015
Fizz Ed'z Bar and Grille April 2012 - March 2015
Kerstein, Coren & Lichtenstein December 2012 - June 2014
Brixmor September 2012 - October 2012
Consumer United May 2011 - August 2012
JD Group Gold August 2010 - July 2011
Epilepsy Foundation Massachusetts, Rhode Island, New Hampshire & Maine August 2010 - May 2011
Abercrombie & Fitch March 2009 - September 2010
Curbside, Inc January 2010 - February 2010
Skills
Payroll, ADP Payroll, QuickBooks, Microsoft Excel, Accounting, Finance, Management, Human Resources, Customer Service, Account Reconciliation, Leadership, Salesforce.com, Insurance, Employee Benefits, SQL, Information Technology, Paychex, FileMaker, Software Documentation, Budgets, Crystal Reports, Peachtree, Jasper Reports, Non-profits, Government, Restaurant Management, JD Edwards, Law Firm Administration, IOLTA, Financial Analysis, Business Intelligence, Microsoft Access, IOI Pay, Munis, Banking, Data Analysis, Business Requirements, Paperless, Process Improvement, Municipalities, Aldelo for Restaurants, POS, eUSR, Merchant Services, VBA, Macros, Nonprofits
Education
Suffolk University - Sawyer School of Management 2001 — 2008
Bachelor of Science in Business Administration, Accounting, 3.14
Malden High School 1997 — 2001
Brown Brothers Harriman June 2014 - Present
St. Mary's Parish September 2011 - May 2015
Fizz Ed'z Bar and Grille April 2012 - March 2015
Kerstein, Coren & Lichtenstein December 2012 - June 2014
Brixmor September 2012 - October 2012
Consumer United May 2011 - August 2012
JD Group Gold August 2010 - July 2011
Epilepsy Foundation Massachusetts, Rhode Island, New Hampshire & Maine August 2010 - May 2011
Abercrombie & Fitch March 2009 - September 2010
Curbside, Inc January 2010 - February 2010
Skills
Payroll, ADP Payroll, QuickBooks, Microsoft Excel, Accounting, Finance, Management, Human Resources, Customer Service, Account Reconciliation, Leadership, Salesforce.com, Insurance, Employee Benefits, SQL, Information Technology, Paychex, FileMaker, Software Documentation, Budgets, Crystal Reports, Peachtree, Jasper Reports, Non-profits, Government, Restaurant Management, JD Edwards, Law Firm Administration, IOLTA, Financial Analysis, Business Intelligence, Microsoft Access, IOI Pay, Munis, Banking, Data Analysis, Business Requirements, Paperless, Process Improvement, Municipalities, Aldelo for Restaurants, POS, eUSR, Merchant Services, VBA, Macros, Nonprofits
Education
Suffolk University - Sawyer School of Management 2001 — 2008
Bachelor of Science in Business Administration, Accounting, 3.14
Malden High School 1997 — 2001
Kevork Tenkerian's Brown Brothers Harriman Experience September 2014 - Present
Job Senior Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman September 2012 - August 2014
Graduate Leverage June 2012 - September 2012
Staples May 2011 - March 2012
Flagstar Bank April 2010 - May 2011
Skills
Financial Analysis, Investments, CRM, Bloomberg Terminal, Mutual Funds, Global Custody
Education
Suffolk University - Sawyer Business School 2006 — 2010
BSBA, Global Business & Finance
Suffolk University - Madrid, Spain
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman September 2012 - August 2014
Graduate Leverage June 2012 - September 2012
Staples May 2011 - March 2012
Flagstar Bank April 2010 - May 2011
Skills
Financial Analysis, Investments, CRM, Bloomberg Terminal, Mutual Funds, Global Custody
Education
Suffolk University - Sawyer Business School 2006 — 2010
BSBA, Global Business & Finance
Suffolk University - Madrid, Spain
Paul R. Lenz, Ph.D. Paul R. Lenz, Ph.D.'s Brown Brothers Harriman Experience 1996 - 2002
Job CoDirector of Quantitative and Risk Analysis
Industry Investment Management
Experience
Munder Capital Management February 2011 - October 2014
Mellon Capital Management 2006 - 2009
Rydex Funds April 2004 - September 2006
Brown Brothers Harriman 1996 - 2002
ARCO Investment Management Company 1989 - 1994
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Asset Management, Alternative Investments, Asset Allocation, Investments, Investment Management, Bloomberg, Mutual Funds, Investment Strategies, Financial Modeling, Fixed Income
Education
Stony Brook University
B.S., Mathematics, English
University of Oregon
M.S., Economics
University of Wisconsin-Madison
Ph.D., Economics
Munder Capital Management February 2011 - October 2014
Mellon Capital Management 2006 - 2009
Rydex Funds April 2004 - September 2006
Brown Brothers Harriman 1996 - 2002
ARCO Investment Management Company 1989 - 1994
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Asset Management, Alternative Investments, Asset Allocation, Investments, Investment Management, Bloomberg, Mutual Funds, Investment Strategies, Financial Modeling, Fixed Income
Education
Stony Brook University
B.S., Mathematics, English
University of Oregon
M.S., Economics
University of Wisconsin-Madison
Ph.D., Economics
Christopher Bessette's Brown Brothers Harriman Experience June 2012 - Present
Job Senior Client Account Manager Investor Services and Markets at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman September 2010 - June 2012
Permal Asset Management January 2009 - June 2009
Skills
Corporate Actions, Mutual Funds, Investments, Financial Services, Financial Modeling, Valuation, Bloomberg
Education
Stonehill College 2006 — 2010
Bachelor of Science in Business Administration, Finance, Economics
Sandwich High School
Sandwich High School
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman September 2010 - June 2012
Permal Asset Management January 2009 - June 2009
Skills
Corporate Actions, Mutual Funds, Investments, Financial Services, Financial Modeling, Valuation, Bloomberg
Education
Stonehill College 2006 — 2010
Bachelor of Science in Business Administration, Finance, Economics
Sandwich High School
Sandwich High School
Joseph M. Miller Joseph M. Miller's Brown Brothers Harriman Experience March 2010 - July 2014
Job Senior Associate, Capital Markets at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners July 2014 - Present
Brown Brothers Harriman March 2010 - July 2014
State Street September 2004 - March 2010
STATE STREET CORPORATION (Formerly Investor Bank and Trust) September 2004 - March 2010
Investors Bank & Trust September 2004 - January 2008
Berkshire Medical June 2003 - August 2003
Skills
Alternative Investments, Private Equity, Administration, Fund Of Funds, Investment Valuation, Client Service, Fund Accounting, Fund Administration, Hedge Funds, Real Estate, Financial Services, Financial Reporting, Portfolio Management, Client Services, Securities, Investments, Valuation, Financial Analysis
Education
Suffolk University - Sawyer Business School 2005 — 2008
MBA, Business Admin
University of New Hampshire 1999 — 2004
BA, Economics
Providence Equity Partners July 2014 - Present
Brown Brothers Harriman March 2010 - July 2014
State Street September 2004 - March 2010
STATE STREET CORPORATION (Formerly Investor Bank and Trust) September 2004 - March 2010
Investors Bank & Trust September 2004 - January 2008
Berkshire Medical June 2003 - August 2003
Skills
Alternative Investments, Private Equity, Administration, Fund Of Funds, Investment Valuation, Client Service, Fund Accounting, Fund Administration, Hedge Funds, Real Estate, Financial Services, Financial Reporting, Portfolio Management, Client Services, Securities, Investments, Valuation, Financial Analysis
Education
Suffolk University - Sawyer Business School 2005 — 2008
MBA, Business Admin
University of New Hampshire 1999 — 2004
BA, Economics
Jane Hedstrom's Brown Brothers Harriman Experience August 2014 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Boston Common Coffee January 2014 - August 2014
Communities for People Inc. September 2013 - January 2014
Joe's American Bar and Grill May 2013 - January 2014
Urban Outfitters November 2011 - May 2013
Town of Lancaster June 2008 - September 2010
Skills
Microsoft Office, Time Management, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Teamwork, Retail, Sales, Social Media, Facebook, Leadership, QuickBooks, Great Plains Software
Education
Suffolk University 2010 — 2014
Bachelor's degree, Finance, General
Brown Brothers Harriman August 2014 - Present
Boston Common Coffee January 2014 - August 2014
Communities for People Inc. September 2013 - January 2014
Joe's American Bar and Grill May 2013 - January 2014
Urban Outfitters November 2011 - May 2013
Town of Lancaster June 2008 - September 2010
Skills
Microsoft Office, Time Management, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Teamwork, Retail, Sales, Social Media, Facebook, Leadership, QuickBooks, Great Plains Software
Education
Suffolk University 2010 — 2014
Bachelor's degree, Finance, General
Amy Ronan Amy Ronan's Brown Brothers Harriman Experience September 2007 - May 2011
Job Global Services Strategic Planning Lead Technology Group at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services October 2013 - Present
Brown Brothers and Harriman May 2011 - October 2013
Brown Brothers Harriman September 2007 - May 2011
Brown Brothers Harriman July 2006 - September 2007
Brown Brothers Harriman June 2005 - July 2006
Skills
Portfolio Management, Fixed Income, Investments, Analysis, Business Analysis, Derivatives, Equities, Financial Analysis, Strategy, Financial Services, Mutual Funds, Securities, Fund Accounting
Education
Suffolk University - Sawyer Business School 2009 — 2011
MBA, Finance
Villanova University 2001 — 2005
Bachelor of Science (BS), Finance
John Hancock Financial Services October 2013 - Present
Brown Brothers and Harriman May 2011 - October 2013
Brown Brothers Harriman September 2007 - May 2011
Brown Brothers Harriman July 2006 - September 2007
Brown Brothers Harriman June 2005 - July 2006
Skills
Portfolio Management, Fixed Income, Investments, Analysis, Business Analysis, Derivatives, Equities, Financial Analysis, Strategy, Financial Services, Mutual Funds, Securities, Fund Accounting
Education
Suffolk University - Sawyer Business School 2009 — 2011
MBA, Finance
Villanova University 2001 — 2005
Bachelor of Science (BS), Finance
Lindsey Baumer Lindsey Baumer's Brown Brothers Harriman Experience March 2015 - Present
Job Assistant Vice President and Associate Counsel at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Harvard Clinical Research Institute December 2009 - March 2015
Fidelity Investments August 2009 - December 2009
Robert Half Legal January 2009 - July 2009
Newman & Newman, P.C. May 2007 - May 2008
Beth Israel Deaconess Medical Center January 2007 - May 2007
Chapdelaine Law Office May 2006 - December 2006
Skills
Intellectual Property, Clinical Trials, Regulatory Affairs, Clinical Research, Legal Research, Pharmaceutical Industry, Negotiation, Biotechnology, Litigation, Health Law, FDA, Legal Writing, Medical Devices, Family Law, CRO, Clinical Development, Employment Law, Courts, Informed Consent, 21 CFR Part 11, HIPAA, Vendor Contracts, Government Contracting, Contract Law, Breach Of Contract, Anti-Kickback Statute, Technology, Team Leadership, Management, Dispute Resolution, Contract Negotiation, Financial Technology, Data Privacy, Safe Harbor, Employment Law..., Research
Education
Suffolk University Law School 2005 — 2008
J.D., Law
Suffolk University 2003 — 2005
B.S., Government, Sociology
University of Rhode Island 2001 — 2002
Political Science, Business
Brown Brothers Harriman March 2015 - Present
Harvard Clinical Research Institute December 2009 - March 2015
Fidelity Investments August 2009 - December 2009
Robert Half Legal January 2009 - July 2009
Newman & Newman, P.C. May 2007 - May 2008
Beth Israel Deaconess Medical Center January 2007 - May 2007
Chapdelaine Law Office May 2006 - December 2006
Skills
Intellectual Property, Clinical Trials, Regulatory Affairs, Clinical Research, Legal Research, Pharmaceutical Industry, Negotiation, Biotechnology, Litigation, Health Law, FDA, Legal Writing, Medical Devices, Family Law, CRO, Clinical Development, Employment Law, Courts, Informed Consent, 21 CFR Part 11, HIPAA, Vendor Contracts, Government Contracting, Contract Law, Breach Of Contract, Anti-Kickback Statute, Technology, Team Leadership, Management, Dispute Resolution, Contract Negotiation, Financial Technology, Data Privacy, Safe Harbor, Employment Law..., Research
Education
Suffolk University Law School 2005 — 2008
J.D., Law
Suffolk University 2003 — 2005
B.S., Government, Sociology
University of Rhode Island 2001 — 2002
Political Science, Business
Sean McNeil Sean McNeil's Brown Brothers Harriman Experience June 2011 - August 2011
Job Staff Accountant at G.T. Reilly & Company
Industry Accounting
Experience
G.T. Reilly & Company September 2013 - Present
G.T. Reilly & Company June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Accounting, PowerPoint
Education
University of Massachusetts Boston 2013 — 2014
Master of Business Administration (M.B.A.)
Stonehill College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
G.T. Reilly & Company September 2013 - Present
G.T. Reilly & Company June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Accounting, PowerPoint
Education
University of Massachusetts Boston 2013 — 2014
Master of Business Administration (M.B.A.)
Stonehill College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Julieanne Rizzo's Brown Brothers Harriman Experience May 2013 - Present
Job Business Analyst at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman May 2013 - Present
Granite Telecommunications February 2013 - April 2013
Rafter, Inc. July 2012 - October 2012
Skills
SPSS, Economics, Data Analysis, Microsoft Excel, Global Trade Management, Hyperion Reports, SAS, Access Database, Access, Analysis, Quantitative Analytics, Microsoft Office
Education
Suffolk University 2010 — 2012
Bachelor of Science (BS), Economics
Brown Brothers Harriman May 2013 - Present
Granite Telecommunications February 2013 - April 2013
Rafter, Inc. July 2012 - October 2012
Skills
SPSS, Economics, Data Analysis, Microsoft Excel, Global Trade Management, Hyperion Reports, SAS, Access Database, Access, Analysis, Quantitative Analytics, Microsoft Office
Education
Suffolk University 2010 — 2012
Bachelor of Science (BS), Economics
Peter Zafonte Peter Zafonte's Brown Brothers Harriman Experience August 2012 - December 2014
Job UNIX System Administrator at Brown Brothers Harriman
Industry Computer Networking
Experience
Brown Brothers Harriman August 2012 - December 2014
McKinsey & Company June 2011 - February 2012
Skills
Java, Visio, MySQL, SQL, Linux, C++, Unix, JavaScript, C, HTML, PHP, Eclipse, Windows, Programming, XML, Software Development, CSS
Education
Stevens Institute of Technology 2009 — 2012
Bachelor of Science (BS), Computer Science
Brown Brothers Harriman August 2012 - December 2014
McKinsey & Company June 2011 - February 2012
Skills
Java, Visio, MySQL, SQL, Linux, C++, Unix, JavaScript, C, HTML, PHP, Eclipse, Windows, Programming, XML, Software Development, CSS
Education
Stevens Institute of Technology 2009 — 2012
Bachelor of Science (BS), Computer Science
Patrick Storey Patrick Storey's Brown Brothers Harriman Experience September 2011 - September 2013
Job Drupal Contributor / Site Builder at Hook 42
Industry Computer Software
Experience
Hook 42 May 2014 - Present
Free Lance Junior Developer June 2013 - December 2013
Brown Brothers Harriman September 2011 - September 2013
Progressive Gourmet 2009 - 2011
Suffolk University, Ballotti Learning Center September 2006 - May 2009
Account Temps May 2008 - August 2008
Skills
Financial Statements, Great Plains Software, Payroll, Accounts Payable, Financial Analysis, Financial Reporting, Accounts Receivable, Account Reconciliation, Accounting, Finance, Economics, Invoicing, General Ledger
Education
Suffolk University - Sawyer School of Management 2005 — 2009
BSBA, Finance
Hook 42 May 2014 - Present
Free Lance Junior Developer June 2013 - December 2013
Brown Brothers Harriman September 2011 - September 2013
Progressive Gourmet 2009 - 2011
Suffolk University, Ballotti Learning Center September 2006 - May 2009
Account Temps May 2008 - August 2008
Skills
Financial Statements, Great Plains Software, Payroll, Accounts Payable, Financial Analysis, Financial Reporting, Accounts Receivable, Account Reconciliation, Accounting, Finance, Economics, Invoicing, General Ledger
Education
Suffolk University - Sawyer School of Management 2005 — 2009
BSBA, Finance
Bradley Rubin Bradley Rubin's Brown Brothers Harriman Experience June 1992 - August 1996
Job Managing Director at StreetID
Industry Investment Banking
Experience
StreetID 2014 - Present
Robert Half International September 2012 - April 2014
Imperial Fin & Trading February 2011 - September 2012
Koovoom Capital Limited April 2008 - December 2010
BNP PARIBAS September 2004 - April 2008
Sun Life Financial/Sun Capital Advisers LLC September 1996 - September 2004
Brown Brothers Harriman June 1992 - August 1996
Skills
Venture Capital, Investments, Valuation, Private Equity, Due Diligence, Mergers, Portfolio Management, Asset Managment, Corporate Finance, Asset Management
Education
Suffolk University - Sawyer School of Management 1996 — 2001
M.S, Finance
University of Hartford - Barney School of Business 1988 — 1992
B.S, Business Administration
The Tilton School 1984 — 1988
StreetID 2014 - Present
Robert Half International September 2012 - April 2014
Imperial Fin & Trading February 2011 - September 2012
Koovoom Capital Limited April 2008 - December 2010
BNP PARIBAS September 2004 - April 2008
Sun Life Financial/Sun Capital Advisers LLC September 1996 - September 2004
Brown Brothers Harriman June 1992 - August 1996
Skills
Venture Capital, Investments, Valuation, Private Equity, Due Diligence, Mergers, Portfolio Management, Asset Managment, Corporate Finance, Asset Management
Education
Suffolk University - Sawyer School of Management 1996 — 2001
M.S, Finance
University of Hartford - Barney School of Business 1988 — 1992
B.S, Business Administration
The Tilton School 1984 — 1988
Danya Gannon Danya Gannon's Brown Brothers Harriman Experience January 1995 - June 1996
Job Contractor Management Specialist at Deloitte Services LP
Industry Management Consulting
Experience
Deloitte Services LP June 2015 - Present
firstPRO June 2013 - June 2015
Kforce Inc. October 1996 - July 2001
Brown Brothers Harriman January 1995 - June 1996
State Street Bank October 1993 - January 1995
Skills
Recruiting, College Recruiting, Talent Acquisition, Human Resources, Technical Recruiting, Applicant Tracking..., Sourcing, Internet Recruiting, Temporary Placement, Staffing Services, Contract Recruitment, Onboarding, Permanent Placement, Management, Benefits Negotiation, Resume Writing, Accounting, Financial Analysis, Microsoft Excel, Sarbanes-Oxley Act, Budgets
Education
State University of New York at Stony Brook 1988 — 1992
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Deloitte Services LP June 2015 - Present
firstPRO June 2013 - June 2015
Kforce Inc. October 1996 - July 2001
Brown Brothers Harriman January 1995 - June 1996
State Street Bank October 1993 - January 1995
Skills
Recruiting, College Recruiting, Talent Acquisition, Human Resources, Technical Recruiting, Applicant Tracking..., Sourcing, Internet Recruiting, Temporary Placement, Staffing Services, Contract Recruitment, Onboarding, Permanent Placement, Management, Benefits Negotiation, Resume Writing, Accounting, Financial Analysis, Microsoft Excel, Sarbanes-Oxley Act, Budgets
Education
State University of New York at Stony Brook 1988 — 1992
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Jackson Tseng's Brown Brothers Harriman Experience November 2010 - Present
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2010 - Present
Skills
Business Requirements, Product Life Cycle, User Acceptance Testing, Implementation Plans, FX Hedging, SQL Querying, Financial Modeling, Equities, Analytics, Banking, Financial Analysis, Team Management, Requirements Gathering, Financial Services, Trading, Mutual Funds, Fixed Income, Risk Management, Accounting, SQL, Analysis, Valuation, Access, Corporate Actions, Bloomberg
Education
Suffolk University - Sawyer Business School 2005 — 2007
MSF, Finance
University of Massachusetts Boston 2000 — 2005
Bachelor of Arts (BA), Economics
Brown Brothers Harriman November 2010 - Present
Skills
Business Requirements, Product Life Cycle, User Acceptance Testing, Implementation Plans, FX Hedging, SQL Querying, Financial Modeling, Equities, Analytics, Banking, Financial Analysis, Team Management, Requirements Gathering, Financial Services, Trading, Mutual Funds, Fixed Income, Risk Management, Accounting, SQL, Analysis, Valuation, Access, Corporate Actions, Bloomberg
Education
Suffolk University - Sawyer Business School 2005 — 2007
MSF, Finance
University of Massachusetts Boston 2000 — 2005
Bachelor of Arts (BA), Economics
Chris Kilcoyne's Brown Brothers Harriman Experience
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Mutual Funds, Financial Services
Education
Stonehill College 1997 — 2001
Brown Brothers Harriman
Skills
Mutual Funds, Financial Services
Education
Stonehill College 1997 — 2001
Stephen Pavidis's Brown Brothers Harriman Experience 2007 - Present
Job Senior Project Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2007 - Present
The Boston Company Asset Management 2002 - 2007
The Boston Company 2001 - 2002
Skills
Asset Managment, Corporate Actions, Project Management, Project Delivery, Project Coordination, Problem Solving, Problem Analysis, Organization, Quality Center, Data Quality, Project Status Reporting, Stakeholder Management, User Acceptance Testing
Education
Suffolk University 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of South Carolina - The Moore School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Marketing and Management Science
Boston College High School 1991 — 1995
Brown Brothers Harriman 2007 - Present
The Boston Company Asset Management 2002 - 2007
The Boston Company 2001 - 2002
Skills
Asset Managment, Corporate Actions, Project Management, Project Delivery, Project Coordination, Problem Solving, Problem Analysis, Organization, Quality Center, Data Quality, Project Status Reporting, Stakeholder Management, User Acceptance Testing
Education
Suffolk University 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of South Carolina - The Moore School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Marketing and Management Science
Boston College High School 1991 — 1995
Bob Sobolewski's Brown Brothers Harriman Experience May 2010 - March 2013
Job Vice President, Program Management, BNY Mellon
Industry Financial Services
Experience
Brown Brothers Harriman May 2010 - March 2013
Fidelity May 1998 - February 2009
Fidelity Investments 1998 - February 2009
Skills
Project Management, Strategy, Management, Software Documentation, Business Process, Business Strategy, Budgets, Product Development, Negotiation, Business Analysis, SDLC, Vendor Management, Risk Management, Financial Services, Process Improvement, Program Management, Business Process..., Leadership, PMO, CRM, Project Portfolio..., Software Project..., Requirements Analysis, Business Requirements, Business Intelligence, Requirements Gathering, PMP, Relationship Management, Analysis, IT Strategy, Visio, Mutual Funds
Education
Stonehill College 1984 — 1988
Bachelor of Arts (BA), Communications
Brown Brothers Harriman May 2010 - March 2013
Fidelity May 1998 - February 2009
Fidelity Investments 1998 - February 2009
Skills
Project Management, Strategy, Management, Software Documentation, Business Process, Business Strategy, Budgets, Product Development, Negotiation, Business Analysis, SDLC, Vendor Management, Risk Management, Financial Services, Process Improvement, Program Management, Business Process..., Leadership, PMO, CRM, Project Portfolio..., Software Project..., Requirements Analysis, Business Requirements, Business Intelligence, Requirements Gathering, PMP, Relationship Management, Analysis, IT Strategy, Visio, Mutual Funds
Education
Stonehill College 1984 — 1988
Bachelor of Arts (BA), Communications
Jim Markowski's Brown Brothers Harriman Experience October 2010 - Present
Job AVP Investment Tax at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman October 2010 - Present
Ernst & Young LLP September 2009 - March 2011
PriceWaterhouseCoopers 2004 - 2005
PricewaterhouseCoopers 2003 - 2005
Deustche Bank (Scudder Funds) 1998 - 2004
Skills
International Tax, Investments, Tax, Internal Controls, Accounting, Financial Reporting
Education
Suffolk University - Sawyer Business School 2006 — 2008
TF South
Brown Brothers Harriman October 2010 - Present
Ernst & Young LLP September 2009 - March 2011
PriceWaterhouseCoopers 2004 - 2005
PricewaterhouseCoopers 2003 - 2005
Deustche Bank (Scudder Funds) 1998 - 2004
Skills
International Tax, Investments, Tax, Internal Controls, Accounting, Financial Reporting
Education
Suffolk University - Sawyer Business School 2006 — 2008
TF South
Karen (Keane) Tinelli's Brown Brothers Harriman Experience March 2004 - March 2014
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2004 - March 2014
State Street Corp 1997 - 2004
Skills
Fund Accounting, Fixed Income, Bloomberg, Corporate Actions, Hedge Funds, Bloomberg Terminal, Equities, Valuation, Capital Markets, Financial Services, Global Custody, Fund Administration, Middle Office, Mutual Funds, Trading, Swaps, Securities, Alternative Investments, ETFs, Fund Of Funds, Asset Management, Investments, Asset Allocation, Settlement, Banking, FX Options, Derivatives, Investment Management, Bonds
Education
Stonehill College 1993 — 1997
BA, Economics
Brown Brothers Harriman March 2004 - March 2014
State Street Corp 1997 - 2004
Skills
Fund Accounting, Fixed Income, Bloomberg, Corporate Actions, Hedge Funds, Bloomberg Terminal, Equities, Valuation, Capital Markets, Financial Services, Global Custody, Fund Administration, Middle Office, Mutual Funds, Trading, Swaps, Securities, Alternative Investments, ETFs, Fund Of Funds, Asset Management, Investments, Asset Allocation, Settlement, Banking, FX Options, Derivatives, Investment Management, Bonds
Education
Stonehill College 1993 — 1997
BA, Economics
Cristina Zamora's Brown Brothers Harriman Experience September 2000 - Present
Job Project Lead at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman September 2000 - Present
Liz Claiborne 1994 - 1999
Skills
Java Enterprise Edition, SOAP
Education
Stevens Institute of Technology
MS, Technology Management
University of the Philippines
BS, Computer Science
Brown Brothers Harriman September 2000 - Present
Liz Claiborne 1994 - 1999
Skills
Java Enterprise Edition, SOAP
Education
Stevens Institute of Technology
MS, Technology Management
University of the Philippines
BS, Computer Science
Monica Rana's Brown Brothers Harriman Experience January 2004 - August 2004
Job Financial Coordinator at DanaFarber Cancer Institute
Industry Hospital & Health Care
Experience
Dana-Farber Cancer Institute August 2005 - Present
Dana-Farber Cancer Institute January 2005 - August 2005
State Street Bank & Trust August 2004 - January 2005
Brown Brothers Harriman January 2004 - August 2004
Education
Suffolk University 2000 — 2004
BS, Management and Accounting
Revere High School 1996 — 2000
Dana-Farber Cancer Institute August 2005 - Present
Dana-Farber Cancer Institute January 2005 - August 2005
State Street Bank & Trust August 2004 - January 2005
Brown Brothers Harriman January 2004 - August 2004
Education
Suffolk University 2000 — 2004
BS, Management and Accounting
Revere High School 1996 — 2000
Richard Lerman's Brown Brothers Harriman Experience April 2001 - Present
Job Vice President, Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman April 2001 - Present
Independence Investments December 1999 - March 2001
Putnam Investments July 1997 - December 1999
BTM Capital Corporation August 1995 - June 1997
BTM Capital Corporation June 1993 - August 1995
State Street Bank January 1990 - June 1993
The Boston Company March 1988 - January 1990
Skills
Derivatives, FX, SWIFT, Fixed Income Trading, Equity Trading, Transfer Agency, Trading, Securities, Back Office, Portfolio Management, Reconciliation, Accounting, Mutual Funds, Pricing, Fixed Income, Equities, Bonds, Financial Reporting, Middle Office, Trading Systems, Options
Education
Suffolk University - Sawyer Business School 1992 — 1994
Masters of Science, Finance
University of Massachusetts Lowell 1982 — 1987
B.S., Finance
Malden High School
Brown Brothers Harriman April 2001 - Present
Independence Investments December 1999 - March 2001
Putnam Investments July 1997 - December 1999
BTM Capital Corporation August 1995 - June 1997
BTM Capital Corporation June 1993 - August 1995
State Street Bank January 1990 - June 1993
The Boston Company March 1988 - January 1990
Skills
Derivatives, FX, SWIFT, Fixed Income Trading, Equity Trading, Transfer Agency, Trading, Securities, Back Office, Portfolio Management, Reconciliation, Accounting, Mutual Funds, Pricing, Fixed Income, Equities, Bonds, Financial Reporting, Middle Office, Trading Systems, Options
Education
Suffolk University - Sawyer Business School 1992 — 1994
Masters of Science, Finance
University of Massachusetts Lowell 1982 — 1987
B.S., Finance
Malden High School
Brian Manchester's Brown Brothers Harriman Experience April 1999 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 1999 - Present
US Army December 1992 - November 2002
PNC Bank June 1998 - April 1999
Skills
Financial Services, Portfolio Management, Mutual Funds, Investments, Financial Modeling, Fixed Income, Equities, Securities, Financial Analysis, Global Custody, Corporate Actions, Financial Reporting, Relationship Management, Asset Management, Alternative Investments, Risk Management, Derivatives, Bloomberg, Hedge Funds, Fund Accounting, FX Options, Microsoft Excel, Series 7, Series 63, Asset Allocation
Education
Suffolk University - Sawyer Business School 2001 — 2004
MBA, Business Management & Finance
University of Massachusetts Lowell 1994 — 1998
BA, Polictical Science / Law
U.S. Army Academy of Health Science 1993 — 1994
Brown Brothers Harriman April 1999 - Present
US Army December 1992 - November 2002
PNC Bank June 1998 - April 1999
Skills
Financial Services, Portfolio Management, Mutual Funds, Investments, Financial Modeling, Fixed Income, Equities, Securities, Financial Analysis, Global Custody, Corporate Actions, Financial Reporting, Relationship Management, Asset Management, Alternative Investments, Risk Management, Derivatives, Bloomberg, Hedge Funds, Fund Accounting, FX Options, Microsoft Excel, Series 7, Series 63, Asset Allocation
Education
Suffolk University - Sawyer Business School 2001 — 2004
MBA, Business Management & Finance
University of Massachusetts Lowell 1994 — 1998
BA, Polictical Science / Law
U.S. Army Academy of Health Science 1993 — 1994
Marc Allison's Brown Brothers Harriman Experience TreasurerDracut Baseball2009 - 2011
Job SVP at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman TreasurerDracut Baseball2009 - 2011
Columbia Management June 2005 - May 2007
IBM Global Business Services 2001 - 2005
PricewaterhouseCoopers 1997 - 2001
Education
Suffolk University - Sawyer School of Management
MBA, Finance
Brown Brothers Harriman TreasurerDracut Baseball2009 - 2011
Columbia Management June 2005 - May 2007
IBM Global Business Services 2001 - 2005
PricewaterhouseCoopers 1997 - 2001
Education
Suffolk University - Sawyer School of Management
MBA, Finance
David R. Morse's Brown Brothers Harriman Experience August 2008 - November 2010
Job Principal/Manager at Revolution Management Consulting LLC
Industry Management Consulting
Experience
Revolution Management Consulting LLC November 2010 - Present
Brown Brothers Harriman August 2008 - November 2010
Revolution Consulting, LLC July 2007 - August 2008
Kepner-Tregoe January 2006 - June 2007
Kepner-Tregoe July 1998 - December 2005
Kepner-Tregoe April 1996 - July 1998
State Street Bank June 1994 - April 1996
State Street Bank May 1993 - June 1994
State Street Bank February 1990 - April 1993
State Street Bank June 1988 - January 1990
Skills
Process Improvement, Project Management, Program Management, Risk Management, Business Process..., Management Consulting, Due Diligence, Vendor Management, IT Strategy, Start-ups, Project Portfolio..., Performance Improvement, Organizational..., Leadership Development, Business Strategy, Consulting, Cross-functional Team..., Project Planning, Strategy, Business Transformation, Leadership, Business Intelligence, Management
Education
Suffolk University - Sawyer School of Management 1989 — 1994
MBA, Organizational Behavior/Dynamics
Wesleyan University 1984 — 1988
Bachelor of Arts, History
The Boston Latin School 1978 — 1984
HS Diploma
Revolution Management Consulting LLC November 2010 - Present
Brown Brothers Harriman August 2008 - November 2010
Revolution Consulting, LLC July 2007 - August 2008
Kepner-Tregoe January 2006 - June 2007
Kepner-Tregoe July 1998 - December 2005
Kepner-Tregoe April 1996 - July 1998
State Street Bank June 1994 - April 1996
State Street Bank May 1993 - June 1994
State Street Bank February 1990 - April 1993
State Street Bank June 1988 - January 1990
Skills
Process Improvement, Project Management, Program Management, Risk Management, Business Process..., Management Consulting, Due Diligence, Vendor Management, IT Strategy, Start-ups, Project Portfolio..., Performance Improvement, Organizational..., Leadership Development, Business Strategy, Consulting, Cross-functional Team..., Project Planning, Strategy, Business Transformation, Leadership, Business Intelligence, Management
Education
Suffolk University - Sawyer School of Management 1989 — 1994
MBA, Organizational Behavior/Dynamics
Wesleyan University 1984 — 1988
Bachelor of Arts, History
The Boston Latin School 1978 — 1984
HS Diploma
David Hessler's Brown Brothers Harriman Experience June 2001 - September 2004
Job Manager, Performance Improvment at EY
Industry Financial Services
Experience
EY February 2015 - Present
Convey July 2013 - February 2015
Convey March 2011 - June 2013
Barclays Capital September 2004 - February 2010
Brown Brothers Harriman June 2001 - September 2004
Globe Tax Services December 1996 - April 2001
Skills
Operations Management, FATCA, Operational Risk..., Solution Selling, Solution Architecture, Change Management, Process Improvement, Cross-functional Team..., Project Management, International Tax, Corporate Actions, Tax Reporting, Operations Control, Product Demonstration, Technical Demonstrations, Banking, Financial Services, Capital Markets, Equities, Management, Salesforce.com, Risk Management, Business Analysis, Derivatives, Finance, Investment Banking, Fixed Income, Leadership
Education
Schiller International University 1995 — 1996
Study Abroad, Politics, Business
State University of New York at Stony Brook 1990 — 1995
Bachelor of Arts (B.A.), Political Science and Government
EY February 2015 - Present
Convey July 2013 - February 2015
Convey March 2011 - June 2013
Barclays Capital September 2004 - February 2010
Brown Brothers Harriman June 2001 - September 2004
Globe Tax Services December 1996 - April 2001
Skills
Operations Management, FATCA, Operational Risk..., Solution Selling, Solution Architecture, Change Management, Process Improvement, Cross-functional Team..., Project Management, International Tax, Corporate Actions, Tax Reporting, Operations Control, Product Demonstration, Technical Demonstrations, Banking, Financial Services, Capital Markets, Equities, Management, Salesforce.com, Risk Management, Business Analysis, Derivatives, Finance, Investment Banking, Fixed Income, Leadership
Education
Schiller International University 1995 — 1996
Study Abroad, Politics, Business
State University of New York at Stony Brook 1990 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Khia Davis's Brown Brothers Harriman Experience October 2010 - February 2013
Job Compliance LMS Administrator at Bayer HealthCare
Industry Financial Services
Experience
Bayer HealthCare December 2014 - Present
Global Health Clubs February 2013 - December 2014
Brown Brothers Harriman October 2010 - February 2013
Brown Brothers Harriman October 2007 - June 2011
Morgan Stanley February 2007 - October 2007
Various Companies May 2006 - February 2007
US Army May 1998 - May 2006
Skills
Onboarding, Employee Relations, HRIS, Talent Management, PeopleSoft, Training, Recruiting, Talent Acquisition, Vendor Management, Leadership, Deferred Compensation, Human Resources, Management, Succession Planning, Employee Benefits, Change Management
Education
Stony Brook University 2008 — 2011
Masters of Professional Studies, HR Management
University at Albany, SUNY 1997 — 2001
BA, Sociology, Spanish
Brooklyn Technical H.S.
Mechanical Engineering
Bayer HealthCare December 2014 - Present
Global Health Clubs February 2013 - December 2014
Brown Brothers Harriman October 2010 - February 2013
Brown Brothers Harriman October 2007 - June 2011
Morgan Stanley February 2007 - October 2007
Various Companies May 2006 - February 2007
US Army May 1998 - May 2006
Skills
Onboarding, Employee Relations, HRIS, Talent Management, PeopleSoft, Training, Recruiting, Talent Acquisition, Vendor Management, Leadership, Deferred Compensation, Human Resources, Management, Succession Planning, Employee Benefits, Change Management
Education
Stony Brook University 2008 — 2011
Masters of Professional Studies, HR Management
University at Albany, SUNY 1997 — 2001
BA, Sociology, Spanish
Brooklyn Technical H.S.
Mechanical Engineering
Kerry Sabatino's Brown Brothers Harriman Experience June 1998 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 1998 - Present
Skills
Global Custody, Securities, Mutual Funds, Fixed Income, Equities, Corporate Actions, Relationship Management, Bloomberg, Derivatives, Alternative Investments, Banking, Investments, Asset Management, Financial Services, Hedge Funds
Education
Suffolk University 1993 — 1996
Stoneham High School
Brown Brothers Harriman June 1998 - Present
Skills
Global Custody, Securities, Mutual Funds, Fixed Income, Equities, Corporate Actions, Relationship Management, Bloomberg, Derivatives, Alternative Investments, Banking, Investments, Asset Management, Financial Services, Hedge Funds
Education
Suffolk University 1993 — 1996
Stoneham High School
Viorel Dragnea's Brown Brothers Harriman Experience October 2010 - August 2013
Job Software Engineer at DirectEdge
Industry Computer Software
Experience
Directedge August 2013 - January 2015
Brown Brothers Harriman October 2010 - August 2013
Verizon Wireless February 2010 - May 2010
Syncsort January 2001 - July 2009
Genrom 1997 - 1998
Skills
XML, Linux, Agile Methodologies, C++, Unix, HTML, Perl, Java, Object Oriented Design, Windows, Oracle, Electronic Trading, Electronic Trading...
Education
Stevens Institute of Technology 1998 — 2011
PhD, Computer Science
1990 — 1996
Master of Science, Computer Engineering
Directedge August 2013 - January 2015
Brown Brothers Harriman October 2010 - August 2013
Verizon Wireless February 2010 - May 2010
Syncsort January 2001 - July 2009
Genrom 1997 - 1998
Skills
XML, Linux, Agile Methodologies, C++, Unix, HTML, Perl, Java, Object Oriented Design, Windows, Oracle, Electronic Trading, Electronic Trading...
Education
Stevens Institute of Technology 1998 — 2011
PhD, Computer Science
1990 — 1996
Master of Science, Computer Engineering
David Martell's Brown Brothers Harriman Experience 2008 - 2009
Job Financial Service Professional
Industry Financial Services
Experience
BNY Mellon August 2009 - July 2013
Brown Brothers Harriman 2008 - 2009
State Street Bank/Investors Bank & Trust January 2004 - January 2008
Skills
Settlement, Bloomberg, Fixed Income, Risk Management, FX Options, Asset Managment, Derivatives, Investments, Portfolio Management, Microsoft Excel, Microsoft Word, PowerPoint
Education
Suffolk University 2004 — 2008
Master of Business Administration (MBA), Marketing
Stonehill College 1992 — 1996
Bachelor of Science (BS), Marketing
BNY Mellon August 2009 - July 2013
Brown Brothers Harriman 2008 - 2009
State Street Bank/Investors Bank & Trust January 2004 - January 2008
Skills
Settlement, Bloomberg, Fixed Income, Risk Management, FX Options, Asset Managment, Derivatives, Investments, Portfolio Management, Microsoft Excel, Microsoft Word, PowerPoint
Education
Suffolk University 2004 — 2008
Master of Business Administration (MBA), Marketing
Stonehill College 1992 — 1996
Bachelor of Science (BS), Marketing
Frank Scott's Brown Brothers Harriman Experience associatePricewaterhousecoopers2005 - 2008
Job Fund Reporting Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman associatePricewaterhousecoopers2005 - 2008
Skills
Mutual Funds, Hedge Funds, SEC filings, Bloomberg, Financial Analysis, Fixed Income, Securities, Valuation, Equities, Finance, Microsoft Excel
Education
Suffolk University - Sawyer School of Management 2003 — 2005
Bachelor's degree, Accounting
Brown Brothers Harriman associatePricewaterhousecoopers2005 - 2008
Skills
Mutual Funds, Hedge Funds, SEC filings, Bloomberg, Financial Analysis, Fixed Income, Securities, Valuation, Equities, Finance, Microsoft Excel
Education
Suffolk University - Sawyer School of Management 2003 — 2005
Bachelor's degree, Accounting
Francis McLoughlin's Brown Brothers Harriman Experience October 2008 - August 2010
Job AVP, Capital Planning at State Street
Industry Marketing and Advertising
Experience
State Street September 2015 - Present
Sonus PR May 2015 - August 2015
Driehaus Capital Management June 2013 - August 2014
State Street Global Markets September 2010 - June 2013
Brown Brothers Harriman October 2008 - August 2010
Investors Bank & Trust June 2007 - October 2008
Governor Mitt Romney May 2005 - September 2005
Education
Suffolk University - Sawyer Business School 2014 — 2016
Global MBA, International Marketing
University of Massachusetts, Amherst 2003 — 2007
BA, Economics/Political Science
Mansfield High 1999 — 2003
State Street September 2015 - Present
Sonus PR May 2015 - August 2015
Driehaus Capital Management June 2013 - August 2014
State Street Global Markets September 2010 - June 2013
Brown Brothers Harriman October 2008 - August 2010
Investors Bank & Trust June 2007 - October 2008
Governor Mitt Romney May 2005 - September 2005
Education
Suffolk University - Sawyer Business School 2014 — 2016
Global MBA, International Marketing
University of Massachusetts, Amherst 2003 — 2007
BA, Economics/Political Science
Mansfield High 1999 — 2003
Gregory McBride's Brown Brothers Harriman Experience 1997 - 2001
Job Sr. Software Engineer at Vision Government Solutions
Industry Computer Software
Experience
Vision Government Solutions June 2013 - Present
ARS Business Solutions LLC 2010 - May 2013
FundQuest LLC 2008 - 2010
New York Life Investment Managament January 2006 - December 2006
State Street Bank,Quincy, MA March 2005 - January 2006
Motorola, Boston, MA September 2003 - February 2005
Aviva (formerly CGU Life Insurance Company), Quincy, MA March 2001 - February 2002
Brown Brothers Harriman 1997 - 2001
New England Telephone 1980 - 1992
Skills
SaaS, Business Analysis, WordPress, Salesforce.com, Enterprise Software, Business Strategy, Microsoft SQL Server, Cloud Computing, Leadership, SDLC, WCF, Databases, SQL, Software Development, Access, ASP.NET, Product Management, Integration, C#, Strategy, FoxPro, HTML 5, Process Improvement, Project Management, Windows, .NET, CSS, Program Management, Requirements Analysis, Requirements Gathering, Software Documentation, Software Project..., T-SQL, Troubleshooting, VBScript, Vendor Management, Visio, Visual Basic, XML, HTML, Java, MySQL, Oracle, JavaScript, XHTML, PHP, Web Development
Education
Boston Latin School
Suffolk University - Sawyer Business School
BSBA, Computer Information Systems
United States Air Force Academy
Vision Government Solutions June 2013 - Present
ARS Business Solutions LLC 2010 - May 2013
FundQuest LLC 2008 - 2010
New York Life Investment Managament January 2006 - December 2006
State Street Bank,Quincy, MA March 2005 - January 2006
Motorola, Boston, MA September 2003 - February 2005
Aviva (formerly CGU Life Insurance Company), Quincy, MA March 2001 - February 2002
Brown Brothers Harriman 1997 - 2001
New England Telephone 1980 - 1992
Skills
SaaS, Business Analysis, WordPress, Salesforce.com, Enterprise Software, Business Strategy, Microsoft SQL Server, Cloud Computing, Leadership, SDLC, WCF, Databases, SQL, Software Development, Access, ASP.NET, Product Management, Integration, C#, Strategy, FoxPro, HTML 5, Process Improvement, Project Management, Windows, .NET, CSS, Program Management, Requirements Analysis, Requirements Gathering, Software Documentation, Software Project..., T-SQL, Troubleshooting, VBScript, Vendor Management, Visio, Visual Basic, XML, HTML, Java, MySQL, Oracle, JavaScript, XHTML, PHP, Web Development
Education
Boston Latin School
Suffolk University - Sawyer Business School
BSBA, Computer Information Systems
United States Air Force Academy
Orlando Conforti's Brown Brothers Harriman Experience June 2008 - March 2013
Job Assistant Vice President at State Street Corp.
Industry Accounting
Experience
State Street Corp. March 2013 - Present
Brown Brothers Harriman June 2008 - March 2013
Deloitte August 2004 - November 2006
StateStreet Group 1998 - 2001
JPMorgan Chase 1996 - 1998
JPMorgan Chase 1996 - 1998
Skills
SEC filings, Tax, Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Services, SEC Filings
Education
Suffolk University 1989 — 1992
BS/BA, Accounting
Malden High
State Street Corp. March 2013 - Present
Brown Brothers Harriman June 2008 - March 2013
Deloitte August 2004 - November 2006
StateStreet Group 1998 - 2001
JPMorgan Chase 1996 - 1998
JPMorgan Chase 1996 - 1998
Skills
SEC filings, Tax, Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Services, SEC Filings
Education
Suffolk University 1989 — 1992
BS/BA, Accounting
Malden High
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
Louis DiMaria's Brown Brothers Harriman Experience August 2009 - September 2011
Job Head of Benefits Americas Region at UBS
Industry Financial Services
Experience
UBS September 2011 - Present
Brown Brothers Harriman August 2009 - September 2011
Merrill Lynch & Co., Inc. February 2005 - August 2009
Merrill Lynch 1986 - 2009
Prudential Securities 1993 - 1995
Skills
Deferred Compensation, Business Strategy, Management, Employee Benefits, Mergers & Acquisitions, Human Resources, Succession Planning, Leadership, Performance Management, Pensions, Talent Management, Budgets, Financial Services, Private Equity, Mergers, Vendor Management, Executive Management, Organizational Design, HRIS, Employee Engagement, Onboarding
Education
Stevens Institute of Technology
Masters of Managemenet Science, Industrial Psycholocy
UBS September 2011 - Present
Brown Brothers Harriman August 2009 - September 2011
Merrill Lynch & Co., Inc. February 2005 - August 2009
Merrill Lynch 1986 - 2009
Prudential Securities 1993 - 1995
Skills
Deferred Compensation, Business Strategy, Management, Employee Benefits, Mergers & Acquisitions, Human Resources, Succession Planning, Leadership, Performance Management, Pensions, Talent Management, Budgets, Financial Services, Private Equity, Mergers, Vendor Management, Executive Management, Organizational Design, HRIS, Employee Engagement, Onboarding
Education
Stevens Institute of Technology
Masters of Managemenet Science, Industrial Psycholocy
Huong Totten's Brown Brothers Harriman Experience May 2015 - Present
Job Project lead
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
BNY Mellon July 2014 - May 2015
Brown Brothers Harriman November 2013 - July 2014
Brown Brothers Harriman February 2005 - November 2013
Investors Bank & Trust June 2001 - February 2005
Skills
Corporate Actions, ETFs, Financial Services, Fund Administration, Mutual Funds, Global Custody, Fund Accounting, Fixed Income, Securities, Business Analysis, Requirements Gathering, Bloomberg, SDLC, Project Management, User Acceptance Testing, Business Requirements, Equities, Derivatives, STAR, Fund Of Funds, European tax, Tax Equalization, Back Office, Project Planning, SharePoint, Production Management, Quality Assurance, Business Development, Product Development, Workflow Management, Workflow Diagrams
Education
Suffolk University 1997 — 2001
Bachelor of Science (BS), Finance, General
Brown Brothers Harriman May 2015 - Present
BNY Mellon July 2014 - May 2015
Brown Brothers Harriman November 2013 - July 2014
Brown Brothers Harriman February 2005 - November 2013
Investors Bank & Trust June 2001 - February 2005
Skills
Corporate Actions, ETFs, Financial Services, Fund Administration, Mutual Funds, Global Custody, Fund Accounting, Fixed Income, Securities, Business Analysis, Requirements Gathering, Bloomberg, SDLC, Project Management, User Acceptance Testing, Business Requirements, Equities, Derivatives, STAR, Fund Of Funds, European tax, Tax Equalization, Back Office, Project Planning, SharePoint, Production Management, Quality Assurance, Business Development, Product Development, Workflow Management, Workflow Diagrams
Education
Suffolk University 1997 — 2001
Bachelor of Science (BS), Finance, General
Tommy Pace's Brown Brothers Harriman Experience Assistant Vice PresidentJPMorgan ChaseSeptember 1996 - January 2007
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Assistant Vice PresidentJPMorgan ChaseSeptember 1996 - January 2007
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Management
Brown Brothers Harriman Assistant Vice PresidentJPMorgan ChaseSeptember 1996 - January 2007
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Management
Chris McKeen's Brown Brothers Harriman Experience July 2011 - November 2011
Job Management Analyst with the Massachusetts Department of Public Health
Industry Financial Services
Experience
Massachusetts Department of Public Health September 2012 - Present
Mullaly Associates March 2011 - Present
Brown Brothers Harriman July 2011 - November 2011
Fidelity Investments July 2010 - February 2011
Harvard Business School March 2010 - July 2010
Veritude January 2008 - May 2009
Hancock Financial Services October 2007 - December 2007
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust January 2006 - September 2006
Harrah's Casino July 2005 - December 2005
Skills
Investments, Bloomberg, Financial Reporting, Essbase, Equities, Accounting, Valuation, Securities, Microsoft Excel, Financial Statements, Credit, Outlook, Access, Financial Modeling
Education
Suffolk University 1996 — 2000
Bachelor of Science in Business Administration, Finance
Massachusetts Department of Public Health September 2012 - Present
Mullaly Associates March 2011 - Present
Brown Brothers Harriman July 2011 - November 2011
Fidelity Investments July 2010 - February 2011
Harvard Business School March 2010 - July 2010
Veritude January 2008 - May 2009
Hancock Financial Services October 2007 - December 2007
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust January 2006 - September 2006
Harrah's Casino July 2005 - December 2005
Skills
Investments, Bloomberg, Financial Reporting, Essbase, Equities, Accounting, Valuation, Securities, Microsoft Excel, Financial Statements, Credit, Outlook, Access, Financial Modeling
Education
Suffolk University 1996 — 2000
Bachelor of Science in Business Administration, Finance
Sandra Griffiths's Brown Brothers Harriman Experience May 2011 - Present
Job AVP, Investor Services Billing Conversion Mgr. at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2011 - Present
The Siegfried Group June 2006 - May 2011
Education
Suffolk University - Sawyer Business School
MBA
Brown Brothers Harriman May 2011 - Present
The Siegfried Group June 2006 - May 2011
Education
Suffolk University - Sawyer Business School
MBA
Ken McManus's Brown Brothers Harriman Experience January 2015 - Present
Job Portfolio Compliance Risk Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Lord Abbett & Co. January 2004 - August 2014
New York Life Investment Management May 2000 - January 2004
Warburg Pincus/Credit Suisse Asset Management April 1997 - May 2000
Chase Asset Management Inc. January 1995 - April 1997
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments, Alternative Investments, Securities, Asset Allocation, Series 7, Bloomberg, Auditing, Investment Advisory, Derivatives, Financial Services, Bonds, Series 63, Hedge Funds, Investment Management, Asset Managment
Education
Richard Stockton College of New Jersey
Bachelor of Arts (BA), Business - Finance Concentration
Brown Brothers Harriman January 2015 - Present
Lord Abbett & Co. January 2004 - August 2014
New York Life Investment Management May 2000 - January 2004
Warburg Pincus/Credit Suisse Asset Management April 1997 - May 2000
Chase Asset Management Inc. January 1995 - April 1997
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments, Alternative Investments, Securities, Asset Allocation, Series 7, Bloomberg, Auditing, Investment Advisory, Derivatives, Financial Services, Bonds, Series 63, Hedge Funds, Investment Management, Asset Managment
Education
Richard Stockton College of New Jersey
Bachelor of Arts (BA), Business - Finance Concentration
Kim McDonnell's Brown Brothers Harriman Experience August 1994 - August 1996
Job Senior Marketing Manager at John Wiley and Sons
Industry Publishing
Experience
John Wiley and Sons August 1996 - Present
Brown Brothers Harriman August 1994 - August 1996
Skills
Marketing Management, Online Marketing, Email Marketing, Marketing Strategy, Digital Marketing, Social Networking, Product Marketing, Online Advertising, Direct Marketing, Sales Presentations, Cross-functional Team..., Social Media Marketing, Marketing Communications, CRM, Market Research, Market Analysis, Team Management, HTML, Academic Publishing, Publishing, B2B, B2B Marketing
Education
State University of New York College at Plattsburgh 1990 — 1994
Bachelor of Science (B.S.), Marketing
John Wiley and Sons August 1996 - Present
Brown Brothers Harriman August 1994 - August 1996
Skills
Marketing Management, Online Marketing, Email Marketing, Marketing Strategy, Digital Marketing, Social Networking, Product Marketing, Online Advertising, Direct Marketing, Sales Presentations, Cross-functional Team..., Social Media Marketing, Marketing Communications, CRM, Market Research, Market Analysis, Team Management, HTML, Academic Publishing, Publishing, B2B, B2B Marketing
Education
State University of New York College at Plattsburgh 1990 — 1994
Bachelor of Science (B.S.), Marketing
Jonathan G. McCabe's Brown Brothers Harriman Experience January 2013 - October 2013
Job Corporate Accounting and Treasury
Industry Investment Management
Experience
Ares Management April 2015 - Present
Crescent Capital Group November 2014 - January 2015
Brown Brothers Harriman January 2013 - October 2013
Brown Brothers Harriman October 2010 - January 2013
Brown Brothers Harriman April 2008 - October 2010
Skills
Microsoft Office, Fixed Income, Bloomberg Terminal, Derivatives, Private Equity, Alternative Assets, Fund Of Funds, Hedge Funds, Overlays, Fund Accounting, Technical Leadership, Account Reconciliation, Hands-on Training, Mutual Funds, Securities, Lotus Notes, Settlement, Middle Office, ETFs, Foreign Exchange, Swaps, Cash Management, Back Office, Financial Services, Microsoft Excel, Financial Analysis, Equities, Bloomberg, Finance
Education
Suffolk University - Sawyer School of Management 2002 — 2007
BSBA, Marketing
Ares Management April 2015 - Present
Crescent Capital Group November 2014 - January 2015
Brown Brothers Harriman January 2013 - October 2013
Brown Brothers Harriman October 2010 - January 2013
Brown Brothers Harriman April 2008 - October 2010
Skills
Microsoft Office, Fixed Income, Bloomberg Terminal, Derivatives, Private Equity, Alternative Assets, Fund Of Funds, Hedge Funds, Overlays, Fund Accounting, Technical Leadership, Account Reconciliation, Hands-on Training, Mutual Funds, Securities, Lotus Notes, Settlement, Middle Office, ETFs, Foreign Exchange, Swaps, Cash Management, Back Office, Financial Services, Microsoft Excel, Financial Analysis, Equities, Bloomberg, Finance
Education
Suffolk University - Sawyer School of Management 2002 — 2007
BSBA, Marketing
Christopher Emma - MBA's Brown Brothers Harriman Experience December 2012 - February 2013
Job Senior Solutions Architect at Workiva
Industry Financial Services
Experience
Workiva June 2014 - Present
Meradia Group July 2013 - July 2014
Brown Brothers Harriman December 2012 - February 2013
Brown Brothers Harriman November 2010 - August 2012
Brown Brothers Harriman November 2008 - May 2010
State Street Bank November 2005 - May 2008
Skills
Asset Management, Financial Services, Financial Statement..., Fund Administration, Corporate Actions, Derivatives, Risk Management, Performance Management, Fixed Income, Business Requirements, US GAAP reporting, Financial Audits, Strategy, Business Process..., RRP, COSO ERM, Sarbanes-Oxley Act, CCAR, Dodd-Frank
Education
Suffolk University - Sawyer School of Management 2008 — 2011
MBA, Marketing/Finance
Suffolk University 2001 — 2005
Bachelors, Business Managment/Finance, 3.2
Workiva June 2014 - Present
Meradia Group July 2013 - July 2014
Brown Brothers Harriman December 2012 - February 2013
Brown Brothers Harriman November 2010 - August 2012
Brown Brothers Harriman November 2008 - May 2010
State Street Bank November 2005 - May 2008
Skills
Asset Management, Financial Services, Financial Statement..., Fund Administration, Corporate Actions, Derivatives, Risk Management, Performance Management, Fixed Income, Business Requirements, US GAAP reporting, Financial Audits, Strategy, Business Process..., RRP, COSO ERM, Sarbanes-Oxley Act, CCAR, Dodd-Frank
Education
Suffolk University - Sawyer School of Management 2008 — 2011
MBA, Marketing/Finance
Suffolk University 2001 — 2005
Bachelors, Business Managment/Finance, 3.2
Edward Buccigross's Brown Brothers Harriman Experience August 2007 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2007 - Present
Brown Brothers Harriman January 2006 - August 2007
State Street Corporation August 2005 - January 2006
State Street Corporation November 1998 - August 2005
State Street Corporation July 1995 - November 1998
State Street Corporation October 1992 - July 1995
Skills
Process Improvement, Vendor Management, Mutual Funds, Strategic Planning, Client Service, Fund Accounting, Change Management, Financial Services, Risk Management, Business Analysis, CRM, Securities, Equities, Bonds, Corporate Actions, Relationship Management, Market Data, Training, Global Custody, Investment Management, Bloomberg, Fixed Income, Fund Administration, Alternative Investments, Hedge Funds
Education
Stonehill College 1986 — 1989
BA, Economics, Business
St. Joseph's High School 1982 — 1986
Brown Brothers Harriman August 2007 - Present
Brown Brothers Harriman January 2006 - August 2007
State Street Corporation August 2005 - January 2006
State Street Corporation November 1998 - August 2005
State Street Corporation July 1995 - November 1998
State Street Corporation October 1992 - July 1995
Skills
Process Improvement, Vendor Management, Mutual Funds, Strategic Planning, Client Service, Fund Accounting, Change Management, Financial Services, Risk Management, Business Analysis, CRM, Securities, Equities, Bonds, Corporate Actions, Relationship Management, Market Data, Training, Global Custody, Investment Management, Bloomberg, Fixed Income, Fund Administration, Alternative Investments, Hedge Funds
Education
Stonehill College 1986 — 1989
BA, Economics, Business
St. Joseph's High School 1982 — 1986
Innocent Chuku's Brown Brothers Harriman Experience April 1999 - Present
Job lead operational specelist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 1999 - Present
Skills
Corporate Actions, Mutual Funds, Bloomberg, Fund Accounting, Equities
Education
Suffolk University 1982 — 1984
Suffolk University
Brown Brothers Harriman April 1999 - Present
Skills
Corporate Actions, Mutual Funds, Bloomberg, Fund Accounting, Equities
Education
Suffolk University 1982 — 1984
Suffolk University
Anthony Di Mascio's Brown Brothers Harriman Experience September 2005 - October 2012
Job Business Systems Analyst at Bain Capital
Industry Financial Services
Experience
Bain Capital September 2014 - Present
Wellington Management October 2012 - August 2014
Brown Brothers Harriman September 2005 - October 2012
Skills
Pricing, Oracle SQL, SQL, Software Design, Software Development, Eagle STAR, Eagle PACE, Software Project..., Security Reference, Fund Accounting, Corporate Actions, Bloomberg, Fixed Income, Mutual Funds, Securities, Business Analysis, SDLC, Reference Data, PL/SQL, Agile Methodologies, Valuation, Equities, Oracle, Financial Services, Derivatives, Data Warehousing
Education
Suffolk University - Sawyer Business School 2001 — 2005
Bachelors, Finance
American University of Rome 2002 — 2003
Austin Preparatory School 1997 — 2001
Bain Capital September 2014 - Present
Wellington Management October 2012 - August 2014
Brown Brothers Harriman September 2005 - October 2012
Skills
Pricing, Oracle SQL, SQL, Software Design, Software Development, Eagle STAR, Eagle PACE, Software Project..., Security Reference, Fund Accounting, Corporate Actions, Bloomberg, Fixed Income, Mutual Funds, Securities, Business Analysis, SDLC, Reference Data, PL/SQL, Agile Methodologies, Valuation, Equities, Oracle, Financial Services, Derivatives, Data Warehousing
Education
Suffolk University - Sawyer Business School 2001 — 2005
Bachelors, Finance
American University of Rome 2002 — 2003
Austin Preparatory School 1997 — 2001
Courtney Madden, CFA's Brown Brothers Harriman Experience June 2008 - July 2010
Job Relationship Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2012 - Present
Wellington Management August 2010 - April 2012
Brown Brothers Harriman June 2008 - July 2010
ACI Worldwide September 2007 - December 2007
Bear Stearns June 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - May 2007
Education
Stonehill College 2004 — 2008
Bachelor of Science (BS), Finance, General
Wellington Management April 2012 - Present
Wellington Management August 2010 - April 2012
Brown Brothers Harriman June 2008 - July 2010
ACI Worldwide September 2007 - December 2007
Bear Stearns June 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - May 2007
Education
Stonehill College 2004 — 2008
Bachelor of Science (BS), Finance, General
Nelya Khasanova's Brown Brothers Harriman Experience July 2010 - Present
Job Graduate fellow at Suffolk University
Industry Higher Education
Experience
Brown Brothers Harriman July 2010 - Present
Suffolk University September 2009 - May 2010
Education
Suffolk University 2009 — 2010
MBA, Finance
Suffolk University - Sawyer Business School
Brown Brothers Harriman July 2010 - Present
Suffolk University September 2009 - May 2010
Education
Suffolk University 2009 — 2010
MBA, Finance
Suffolk University - Sawyer Business School
Jose Vinaixa's Brown Brothers Harriman Experience December 1986 - Present
Job Project Manager
Industry Financial Services
Experience
Brown Brothers Harriman December 1986 - Present
Prudential Financial September 1984 - December 1986
Stevens Institute of Technology August 1983 - August 1984
Skills
Corporate Actions, Fixed Income, Financial Services, SDLC, Risk Management, Equities, Mutual Funds, Securities, Business Analysis, Vendor Management, Asset Management, Process Improvement, Disaster Recovery, Investments, Requirements Analysis, Trading Systems, Project Management, Financial Markets
Education
Stevens Institute of Technology 1979 — 1983
Bachelor of Engineering, Chemical Engineering
Brown Brothers Harriman December 1986 - Present
Prudential Financial September 1984 - December 1986
Stevens Institute of Technology August 1983 - August 1984
Skills
Corporate Actions, Fixed Income, Financial Services, SDLC, Risk Management, Equities, Mutual Funds, Securities, Business Analysis, Vendor Management, Asset Management, Process Improvement, Disaster Recovery, Investments, Requirements Analysis, Trading Systems, Project Management, Financial Markets
Education
Stevens Institute of Technology 1979 — 1983
Bachelor of Engineering, Chemical Engineering
Jacqueline Leonard's Brown Brothers Harriman Experience June 2001 - February 2002
Job Securities Lending Trader Assistant Vice President at Mizuho Trust & Banking Co (USA)
Industry Financial Services
Experience
Mizuho Trust & Banking Co (USA) December 2006 - August 2015
Bear Stearns January 2005 - December 2006
Bear Stearns March 2003 - January 2005
Bear Stearns February 2002 - March 2003
Brown Brothers Harriman June 2001 - February 2002
DTCC June 1999 - August 2000
Skills
Series 63, Corporate Actions, Equities, Fixed Income, Prime Brokerage, Series 7, Securities Lending, Bloomberg, Derivatives
Education
State University of New York College at Oneonta 1997 — 2001
Bachlor or Science, Business Economics
State University of New York College at Oneonta 1997 — 2001
Bachelor's degree, Business Economics
Mizuho Trust & Banking Co (USA) December 2006 - August 2015
Bear Stearns January 2005 - December 2006
Bear Stearns March 2003 - January 2005
Bear Stearns February 2002 - March 2003
Brown Brothers Harriman June 2001 - February 2002
DTCC June 1999 - August 2000
Skills
Series 63, Corporate Actions, Equities, Fixed Income, Prime Brokerage, Series 7, Securities Lending, Bloomberg, Derivatives
Education
State University of New York College at Oneonta 1997 — 2001
Bachlor or Science, Business Economics
State University of New York College at Oneonta 1997 — 2001
Bachelor's degree, Business Economics
Denise Gouthro's Brown Brothers Harriman Experience January 1991 - April 2004
Job Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems February 2014 - Present
Kingston Sports Center December 2010 - January 2014
Brown Brothers Harriman January 1991 - April 2004
Skills
Financial Services, Fixed Income, Business Analysis, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, SDLC, Mutual Funds, PowerPoint, Derivatives, Corporate Actions, Investments
Education
Suffolk University 1986 — 1993
BSBA, MBA, Business Administration and Management, General
Eagle Investment Systems February 2014 - Present
Kingston Sports Center December 2010 - January 2014
Brown Brothers Harriman January 1991 - April 2004
Skills
Financial Services, Fixed Income, Business Analysis, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, SDLC, Mutual Funds, PowerPoint, Derivatives, Corporate Actions, Investments
Education
Suffolk University 1986 — 1993
BSBA, MBA, Business Administration and Management, General
Anna Goldman, CIA, CISA's Brown Brothers Harriman Experience May 2007 - March 2012
Job Manager, Audit Services at Manulife Financial / John Hancock
Industry Financial Services
Experience
Manulife Financial December 2014 - Present
American Tower March 2012 - December 2014
Brown Brothers Harriman May 2007 - March 2012
Edelstein & Company August 2005 - May 2007
Skills
Internal Audit, Internal Controls, Auditing, Financial Analysis, Sarbanes-Oxley, Accounting, US GAAP, Project Management, Financial Risk, Business Process..., Financial Accounting, Risk Assessment, Quality Assurance, Research, Training, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer Business School 2004 — 2007
MBA
Vilniaus Universitetas / Vilnius University 2000 — 2004
Bachelor's degree
Manulife Financial December 2014 - Present
American Tower March 2012 - December 2014
Brown Brothers Harriman May 2007 - March 2012
Edelstein & Company August 2005 - May 2007
Skills
Internal Audit, Internal Controls, Auditing, Financial Analysis, Sarbanes-Oxley, Accounting, US GAAP, Project Management, Financial Risk, Business Process..., Financial Accounting, Risk Assessment, Quality Assurance, Research, Training, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer Business School 2004 — 2007
MBA
Vilniaus Universitetas / Vilnius University 2000 — 2004
Bachelor's degree
Widelet Thenor's Brown Brothers Harriman Experience April 2011 - December 2011
Job Financial Analyst
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Brown Brothers Harriman April 2011 - December 2011
BNY Mellon November 2007 - April 2011
Citizens Bank April 2005 - March 2007
Skills
Accounting, Financial Analysis, Auditing, Finance, Financial Services, Investments, Investment Banking, Valuation, Microsoft Excel, Financial Risk, Management, Internal Audit, PowerPoint, Trading, Microsoft Word, Hedge Funds, DTC, Federal Reserve, Euroclear, Operations Management, Asset Management, Risk Management
Education
Suffolk University - Sawyer Business School 2002 — 2007
Bachelor, Accounting
Morgan Stanley April 2012 - Present
Brown Brothers Harriman April 2011 - December 2011
BNY Mellon November 2007 - April 2011
Citizens Bank April 2005 - March 2007
Skills
Accounting, Financial Analysis, Auditing, Finance, Financial Services, Investments, Investment Banking, Valuation, Microsoft Excel, Financial Risk, Management, Internal Audit, PowerPoint, Trading, Microsoft Word, Hedge Funds, DTC, Federal Reserve, Euroclear, Operations Management, Asset Management, Risk Management
Education
Suffolk University - Sawyer Business School 2002 — 2007
Bachelor, Accounting
Jonathan Guissarri's Brown Brothers Harriman Experience March 2015 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman November 2011 - Present
State Street Bank March 2008 - December 2011
State Street Bank April 2007 - March 2008
State Street June 2006 - April 2007
Skills
Mutual Funds, Accounting, Equities, Corporate Actions, Securities, Regulatory Reporting, Regulatory Affairs, Regulatory Submissions, Securities Regulation, Account Reconciliation, Analysis, Auditing, Bloomberg, Financial Services, Fund Accounting
Education
Stonehill College 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman November 2011 - Present
State Street Bank March 2008 - December 2011
State Street Bank April 2007 - March 2008
State Street June 2006 - April 2007
Skills
Mutual Funds, Accounting, Equities, Corporate Actions, Securities, Regulatory Reporting, Regulatory Affairs, Regulatory Submissions, Securities Regulation, Account Reconciliation, Analysis, Auditing, Bloomberg, Financial Services, Fund Accounting
Education
Stonehill College 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Erika Stupinski's Brown Brothers Harriman Experience June 2008 - Present
Job Lead Senior Operations Specialist at Brown Brothers Harriman
Industry Higher Education
Experience
Brown Brothers Harriman June 2008 - Present
Stonehill College August 2010 - April 2011
Education
Stonehill College
Brown Brothers Harriman June 2008 - Present
Stonehill College August 2010 - April 2011
Education
Stonehill College
Patrick Iozzo's Brown Brothers Harriman Experience July 2013 - Present
Job Experienced professional in investment performance and attribution analysis,and GIPS compliance.
Industry Investment Management
Experience
Brown Brothers Harriman July 2013 - Present
Babson Capital Management May 2011 - June 2012
Citi January 2010 - May 2011
State Street January 2006 - January 2010
Citigroup Asset Management October 2003 - January 2006
Skills
Hedge Funds, Fixed Income, Alternative Investments, Asset Managment, Equities, Alternative Assets, Investments, Private Equity, Performance Attribution, Asset Management, Performance Management, GIPS Compliance, Bloomberg, Securities, Portfolio Management, Mutual Funds, Financial Services, Derivatives, Investment Management
Education
2015 CIPM Experts Candidate
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science (MS), Finance, General
UNIVERSITY OF MASSACHUSETTS AT LOWELL 1993 — 1996
Bachelor of Science (BS), Finance, General
Brown Brothers Harriman July 2013 - Present
Babson Capital Management May 2011 - June 2012
Citi January 2010 - May 2011
State Street January 2006 - January 2010
Citigroup Asset Management October 2003 - January 2006
Skills
Hedge Funds, Fixed Income, Alternative Investments, Asset Managment, Equities, Alternative Assets, Investments, Private Equity, Performance Attribution, Asset Management, Performance Management, GIPS Compliance, Bloomberg, Securities, Portfolio Management, Mutual Funds, Financial Services, Derivatives, Investment Management
Education
2015 CIPM Experts Candidate
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science (MS), Finance, General
UNIVERSITY OF MASSACHUSETTS AT LOWELL 1993 — 1996
Bachelor of Science (BS), Finance, General
Jeff Eyster's Brown Brothers Harriman Experience April 2014 - Present
Job FX Services Business Analyst at Brown Brothers Harriman
Industry Capital Markets
Experience
Brown Brothers Harriman April 2014 - Present
Brown Brothers Harriman August 2012 - April 2014
Brown Brothers Harriman June 2011 - June 2012
Skills
Business Analysis, Testing
Education
Stevens Institute of Technology 2011 — 2012
Master of Science, Financial Engineering
Stevens Institute of Technology 2007 — 2011
Bachelor of Science, Business & Technology with a Concentration in Finance
Brown Brothers Harriman April 2014 - Present
Brown Brothers Harriman August 2012 - April 2014
Brown Brothers Harriman June 2011 - June 2012
Skills
Business Analysis, Testing
Education
Stevens Institute of Technology 2011 — 2012
Master of Science, Financial Engineering
Stevens Institute of Technology 2007 — 2011
Bachelor of Science, Business & Technology with a Concentration in Finance
Diana Overlan's Brown Brothers Harriman Experience 1993 - 1994
Job
Industry
Experience
Goldman Sachs 1994 - 2003
Brown Brothers Harriman 1993 - 1994
State Street Bank 1992 - 1993
Education
Stonehill College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Goldman Sachs 1994 - 2003
Brown Brothers Harriman 1993 - 1994
State Street Bank 1992 - 1993
Education
Stonehill College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Cheryl Terramagra's Brown Brothers Harriman Experience July 2003 - April 2005
Job Business Analyst / Consultant
Industry Financial Services
Experience
The Hartford January 2007 - Present
Tufts Health Plan April 2005 - December 2006
Brown Brothers Harriman July 2003 - April 2005
Skills
Business Requirements, Functional..., Solution Design, User Acceptance Testing, System Integration..., Compliance, Technical Writing, Sales Support, Project Implementation, Contract Writing, Database Development, Product Marketing, Financial Accounting
Education
Suffolk University 2001 — 2004
Bachelor of Science (B.S.), Communication and Media Studies
The Hartford January 2007 - Present
Tufts Health Plan April 2005 - December 2006
Brown Brothers Harriman July 2003 - April 2005
Skills
Business Requirements, Functional..., Solution Design, User Acceptance Testing, System Integration..., Compliance, Technical Writing, Sales Support, Project Implementation, Contract Writing, Database Development, Product Marketing, Financial Accounting
Education
Suffolk University 2001 — 2004
Bachelor of Science (B.S.), Communication and Media Studies
Helena Racette's Brown Brothers Harriman Experience 2012 - Present
Job Assistant Vice President, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2012 - Present
Brown Brothers Harriman 2007 - Present
Brown Brothers Harriman 2007 - 2014
ING (formally CitiStreet) 2004 - 2007
ING (formally CitiStreet) 2002 - 2004
ING (formally CitiStreet) 2000 - 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Mutual Funds, Lotus Notes, Microsoft Office, General Ledger, Process Improvement, Management
Education
Suffolk University 1991 — 1995
BSBA, Business
Brown Brothers Harriman 2012 - Present
Brown Brothers Harriman 2007 - Present
Brown Brothers Harriman 2007 - 2014
ING (formally CitiStreet) 2004 - 2007
ING (formally CitiStreet) 2002 - 2004
ING (formally CitiStreet) 2000 - 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Mutual Funds, Lotus Notes, Microsoft Office, General Ledger, Process Improvement, Management
Education
Suffolk University 1991 — 1995
BSBA, Business
Mary Beth Spillane's Brown Brothers Harriman Experience 2006 - 2011
Job Consultant
Industry Financial Services
Experience
Self-employed Consultant - Senior Business AnalystState StreetAugust 2012 - December 2013
Brown Brothers Harriman 2006 - 2011
Brown Brothers Harriman 2000 - 2004
Boston Private Bank 1996 - 2000
Freedom Capital Managenemt Company 1989 - 1996
Education
Suffolk University 1984 — 1988
Master of Business Administration (M.B.A.), Accounting and Finance
Self-employed Consultant - Senior Business AnalystState StreetAugust 2012 - December 2013
Brown Brothers Harriman 2006 - 2011
Brown Brothers Harriman 2000 - 2004
Boston Private Bank 1996 - 2000
Freedom Capital Managenemt Company 1989 - 1996
Education
Suffolk University 1984 — 1988
Master of Business Administration (M.B.A.), Accounting and Finance
Scott Brindle's Brown Brothers Harriman Experience May 2007 - January 2013
Job Senior Application Support Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2013 - Present
Brown Brothers Harriman May 2007 - January 2013
Education
Suffolk University
MBA
University of Massachusetts, Amherst
Bachelors, Business Administration
Eaton Vance January 2013 - Present
Brown Brothers Harriman May 2007 - January 2013
Education
Suffolk University
MBA
University of Massachusetts, Amherst
Bachelors, Business Administration
Peiji Shi's Brown Brothers Harriman Experience September 2008 - Present
Job System Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2008 - Present
Lehman Brothers September 2004 - January 2008
Ashland January 2006 - May 2006
Skills
HTML, Microsoft Exchange, Outlook, Process Improvement, SDLC, SQL, Unix, Visio
Education
Stevens Institute of Technology 2003 — 2008
Bachelor of Engineering, Chemical Engineering
Brown Brothers Harriman September 2008 - Present
Lehman Brothers September 2004 - January 2008
Ashland January 2006 - May 2006
Skills
HTML, Microsoft Exchange, Outlook, Process Improvement, SDLC, SQL, Unix, Visio
Education
Stevens Institute of Technology 2003 — 2008
Bachelor of Engineering, Chemical Engineering
Leigh Ann O'Donnell's Brown Brothers Harriman Experience Assistant Vice PresidentBrown Brothers HarrimanAssistant Vice PresidentBrown Brothers Harriman$
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Assistant Vice PresidentBrown Brothers HarrimanAssistant Vice PresidentBrown Brothers Harriman$
Skills
Banking, Fixed Income, Fund Accounting, Mutual Funds, Corporate Actions, Alternative Investments, Securities, Global Custody, Portfolio Management, Equities, Financial Services
Education
State University of New York College at Oneonta 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Brown Brothers Harriman Assistant Vice PresidentBrown Brothers HarrimanAssistant Vice PresidentBrown Brothers Harriman$
Skills
Banking, Fixed Income, Fund Accounting, Mutual Funds, Corporate Actions, Alternative Investments, Securities, Global Custody, Portfolio Management, Equities, Financial Services
Education
State University of New York College at Oneonta 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Michael Crill's Brown Brothers Harriman Experience 1993 - 2003
Job Vice President/ Head Trader at Inverness Counsel LLC
Industry
Experience
Inverness Counsel LLC March 2008 - Present
David J Greene Inc 2003 - 2008
Brown Brothers Harriman 1993 - 2003
Skills
Banking, Securities, Hedge Funds, Equities, Bloomberg, Asset Management, Series 7, Equity Trading, Middle Office, Fixed Income, Options, Derivatives, Portfolio Management, Electronic Trading, Bonds, Trading Systems, Trading, Alternative Investments
Education
SUNY Plattsburgh 1979 — 1983
Bachelor of Science (BS), Accounting
Inverness Counsel LLC March 2008 - Present
David J Greene Inc 2003 - 2008
Brown Brothers Harriman 1993 - 2003
Skills
Banking, Securities, Hedge Funds, Equities, Bloomberg, Asset Management, Series 7, Equity Trading, Middle Office, Fixed Income, Options, Derivatives, Portfolio Management, Electronic Trading, Bonds, Trading Systems, Trading, Alternative Investments
Education
SUNY Plattsburgh 1979 — 1983
Bachelor of Science (BS), Accounting
Paul Cusano's Brown Brothers Harriman Experience July 2005 - October 2007
Job Sr.Project Manager at State Street
Industry Financial Services
Experience
State Street November 2007 - Present
Brown Brothers Harriman July 2005 - October 2007
State Street July 1994 - June 2005
Skills
PMO, Business Analysis, PMP, Vendor Management, Risk Management, Project Portfolio..., Project Delivery, Program Management, Project Management, Financial Services
Education
Stonehill College 1990 — 1994
Economics
notre dame
State Street November 2007 - Present
Brown Brothers Harriman July 2005 - October 2007
State Street July 1994 - June 2005
Skills
PMO, Business Analysis, PMP, Vendor Management, Risk Management, Project Portfolio..., Project Delivery, Program Management, Project Management, Financial Services
Education
Stonehill College 1990 — 1994
Economics
notre dame
Di Ren's Brown Brothers Harriman Experience October 2012 - January 2013
Job Looking for Full time Software Engineer Position
Industry Financial Services
Experience
NetCentric Holdings May 2015 - Present
Stevens Institute of Technology September 2013 - January 2015
Fidelity Investments May 2014 - August 2014
Stevens Institute of Technology May 2013 - September 2013
Brown Brothers Harriman October 2012 - January 2013
Skills
Java, JavaScript, HTML5, PHP, CSS
Education
Stevens Institute of Technology 2011 — 2015
Master’s Degree, Computer Science, 3.701
Stevens Institute of Technology 2011 — 2015
Bachelor’s Degree, Computer Science, 3.533
NetCentric Holdings May 2015 - Present
Stevens Institute of Technology September 2013 - January 2015
Fidelity Investments May 2014 - August 2014
Stevens Institute of Technology May 2013 - September 2013
Brown Brothers Harriman October 2012 - January 2013
Skills
Java, JavaScript, HTML5, PHP, CSS
Education
Stevens Institute of Technology 2011 — 2015
Master’s Degree, Computer Science, 3.701
Stevens Institute of Technology 2011 — 2015
Bachelor’s Degree, Computer Science, 3.533
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation