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,
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4,148 Brown Brothers Harriman employees in database. Find out everything there's to know about Brown Brothers Harriman employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Kraig Kehrer Kraig Kehrer's Brown Brothers Harriman Experience September 2014 - Present
Job HRIS Assistant at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman September 2014 - Present
Bloomberg LP April 2014 - July 2014
Natural Resources Defense Council January 2014 - March 2014
Success Academy Charter Schools November 2013 - December 2013
Amida Care October 2013 - November 2013
Key Brand Entertainment August 2013 - September 2013
The Animal Medical Center May 2013 - July 2013
KCG Holdings, Inc. April 2013 - May 2013
Manhattan's Physician Group December 2008 - April 2013
Grand Central Entertainment April 2008 - August 2008
Skills
Recruiting, Onboarding, Human Resources, Employee Relations, Healthcare, Team Building, Microsoft Office, Performance Management, Time Management, Coaching, Outlook, Training, Teamwork, NYS Notary Public
Education
American Conservatory Theater 2002 — 2005
Master's degree, Acting
Wayne State University 1999 — 2002
Bachelor's degree, Fine and Studio Arts
Brown Brothers Harriman September 2014 - Present
Bloomberg LP April 2014 - July 2014
Natural Resources Defense Council January 2014 - March 2014
Success Academy Charter Schools November 2013 - December 2013
Amida Care October 2013 - November 2013
Key Brand Entertainment August 2013 - September 2013
The Animal Medical Center May 2013 - July 2013
KCG Holdings, Inc. April 2013 - May 2013
Manhattan's Physician Group December 2008 - April 2013
Grand Central Entertainment April 2008 - August 2008
Skills
Recruiting, Onboarding, Human Resources, Employee Relations, Healthcare, Team Building, Microsoft Office, Performance Management, Time Management, Coaching, Outlook, Training, Teamwork, NYS Notary Public
Education
American Conservatory Theater 2002 — 2005
Master's degree, Acting
Wayne State University 1999 — 2002
Bachelor's degree, Fine and Studio Arts
Becky Carbone Becky Carbone's Brown Brothers Harriman Experience May 2004 - May 2006
Job Owner, Farmhouse Fresh Interiors
Industry Design
Experience
Farmhouse Fresh Interiors November 2014 - Present
URS Corporation June 2006 - March 2007
URS Corporation 2006 - 2007
Brown Brothers Harriman May 2004 - May 2006
American Heart Association May 2003 - May 2004
Simon Property Group September 2002 - February 2003
Brown Brothers Harriman August 2000 - August 2002
Skills
Relationship Management, Event Planning, Fundraising, Investment Management, Customer Service
Education
Syracuse University 1994 — 1998
Bachelor of Arts (BA), International Relations and Political Science
Farmhouse Fresh Interiors November 2014 - Present
URS Corporation June 2006 - March 2007
URS Corporation 2006 - 2007
Brown Brothers Harriman May 2004 - May 2006
American Heart Association May 2003 - May 2004
Simon Property Group September 2002 - February 2003
Brown Brothers Harriman August 2000 - August 2002
Skills
Relationship Management, Event Planning, Fundraising, Investment Management, Customer Service
Education
Syracuse University 1994 — 1998
Bachelor of Arts (BA), International Relations and Political Science
Mary Saunders Mary Saunders's Brown Brothers Harriman Experience April 2015 - Present
Job Senior Legal Support Representative at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman August 2013 - April 2015
Center for Community Service and Justice (CCSJ) July 2012 - May 2013
Brown Brothers Harriman June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Non-profits, Team Leadership, Program Facilitation, Community Outreach, Community Service, Diversity Training, Nonprofits, Microsoft Word, Access, Spanish, Training
Education
Suffolk University Law School 2015 — 2020
Evening JD Candidate
Loyola College in Maryland 2009 — 2013
BS, International Business
Danish Institute of Study Abroad 2011 — 2012
International Business
Bishop Stang High School 2005 — 2009
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman August 2013 - April 2015
Center for Community Service and Justice (CCSJ) July 2012 - May 2013
Brown Brothers Harriman June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Non-profits, Team Leadership, Program Facilitation, Community Outreach, Community Service, Diversity Training, Nonprofits, Microsoft Word, Access, Spanish, Training
Education
Suffolk University Law School 2015 — 2020
Evening JD Candidate
Loyola College in Maryland 2009 — 2013
BS, International Business
Danish Institute of Study Abroad 2011 — 2012
International Business
Bishop Stang High School 2005 — 2009
Luc Kocher Luc Kocher's Brown Brothers Harriman Experience August 2014 - Present
Job Brown Brother's Harriman Specialist
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Waddell & Reed January 2012 - July 2014
Susquehanna University August 2010 - May 2014
Lowes May 2012 - August 2013
Skills
Corporate Finance, Financial Analysis, Financial Accounting, Economics, Regression Models, Regression Analysis, Microsoft Excel, Microsoft Word, Portfolio Management, Finance, Investments, Sales
Education
Susquehanna University 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics, 3.8
Brown Brothers Harriman August 2014 - Present
Waddell & Reed January 2012 - July 2014
Susquehanna University August 2010 - May 2014
Lowes May 2012 - August 2013
Skills
Corporate Finance, Financial Analysis, Financial Accounting, Economics, Regression Models, Regression Analysis, Microsoft Excel, Microsoft Word, Portfolio Management, Finance, Investments, Sales
Education
Susquehanna University 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics, 3.8
Caroline Bomfim, CAMS Caroline Bomfim, CAMS's Brown Brothers Harriman Experience June 2013 - March 2015
Job Compliance Associate at Simmons & Company International
Industry Investment Banking
Experience
Simmons & Company International March 2015 - Present
Brown Brothers Harriman June 2013 - March 2015
Itaú Unibanco S.A., New York Branch November 2012 - June 2013
Safra National Bank of New York December 2009 - November 2012
John S. Malik - Attorney at Law September 2007 - February 2008
Skills
Series 7, Broker-Dealer, Broker-Dealer Compliance, AML, OFAC, Banking, KYC, Capital Markets, Portuguese, Anti Money Laundering, Due Diligence, Investment Banking, Spanish, Bank Secrecy Act, Fraud, Securities, English, Financial Regulation, Compliance, Training, AML Investigator, Risk Management
Education
The New School 2009 — 2011
MA, International Economics and Finance
University of Delaware 2005 — 2008
BA, International Relations and Spanish
· University of Granada 2007 — 2007
· Playa del Caribe 2005 — 2005
Simmons & Company International March 2015 - Present
Brown Brothers Harriman June 2013 - March 2015
Itaú Unibanco S.A., New York Branch November 2012 - June 2013
Safra National Bank of New York December 2009 - November 2012
John S. Malik - Attorney at Law September 2007 - February 2008
Skills
Series 7, Broker-Dealer, Broker-Dealer Compliance, AML, OFAC, Banking, KYC, Capital Markets, Portuguese, Anti Money Laundering, Due Diligence, Investment Banking, Spanish, Bank Secrecy Act, Fraud, Securities, English, Financial Regulation, Compliance, Training, AML Investigator, Risk Management
Education
The New School 2009 — 2011
MA, International Economics and Finance
University of Delaware 2005 — 2008
BA, International Relations and Spanish
· University of Granada 2007 — 2007
· Playa del Caribe 2005 — 2005
Eric Mai's Brown Brothers Harriman Experience August 2010 - December 2012
Job Sr. Marketing Specialist at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2013 - Present
Brown Brothers Harriman August 2010 - December 2012
GE Capital July 2009 - October 2009
GE Capital January 2009 - June 2009
The Coca-Cola Company May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Business Intelligence, Project Management, Marketing, Microsoft Office, Competitive Analysis, Management, Accounting, Analytics, Leadership, Analysis
Education
American University of Paris 2007 — 2010
Bachelor of Science (B.S.), International Finance, International Business Administration
The University of Texas at Austin
Biomedical Engineering, Pre-Medicine
BNY Mellon Wealth Management March 2013 - Present
Brown Brothers Harriman August 2010 - December 2012
GE Capital July 2009 - October 2009
GE Capital January 2009 - June 2009
The Coca-Cola Company May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Business Intelligence, Project Management, Marketing, Microsoft Office, Competitive Analysis, Management, Accounting, Analytics, Leadership, Analysis
Education
American University of Paris 2007 — 2010
Bachelor of Science (B.S.), International Finance, International Business Administration
The University of Texas at Austin
Biomedical Engineering, Pre-Medicine
Isabel Baylor's Brown Brothers Harriman Experience August 2012 - May 2013
Job Google Inc.
Industry Internet
Experience
Google June 2014 - Present
Google June 2013 - March 2014
Brown Brothers Harriman August 2012 - May 2013
Brown Brothers Harriman June 2011 - August 2011
Camp Harbor View June 2010 - August 2010
Skills
Recruiting, Talent Acquisition, Human Resources, Onboarding, Leadership, Interviews, Event Planning, College Recruiting, Financial Reporting, Financial Analysis, Microsoft Excel, Google Docs, Google+, Analysis, Social Networking, Talent Management
Education
College of Wooster 2008 — 2012
Bachelor of Arts (B.A.), Communication
Swansea University 2010 — 2011
Communication, Media Studies
Thayer Academy 2004 — 2008
Google June 2014 - Present
Google June 2013 - March 2014
Brown Brothers Harriman August 2012 - May 2013
Brown Brothers Harriman June 2011 - August 2011
Camp Harbor View June 2010 - August 2010
Skills
Recruiting, Talent Acquisition, Human Resources, Onboarding, Leadership, Interviews, Event Planning, College Recruiting, Financial Reporting, Financial Analysis, Microsoft Excel, Google Docs, Google+, Analysis, Social Networking, Talent Management
Education
College of Wooster 2008 — 2012
Bachelor of Arts (B.A.), Communication
Swansea University 2010 — 2011
Communication, Media Studies
Thayer Academy 2004 — 2008
Letha Siddons Letha Siddons's Brown Brothers Harriman Experience August 1999 - August 2001
Job Owner, Decorating Den Interiors
Industry Design
Experience
Siddons Design Team - Decorating Den Interiors 2008 - Present
Brown Brothers Harriman August 1999 - August 2001
Accountant August 1997 - July 1999
KPMG August 1994 - August 1997
Skills
Window Treatments, Furnishings, Window Coverings, Draperies, Interior Design, Blinds, Space planning, Furniture, Custom Furniture, Flooring, Bedding, Upholstery, Area Rugs, Accessorizing, Floor Plans, Home Staging, Residential Design, Bathrooms, Shades, Renovation
Education
The University of Texas at Arlington
Bachelors of Business Administration, Accounting
Siddons Design Team - Decorating Den Interiors 2008 - Present
Brown Brothers Harriman August 1999 - August 2001
Accountant August 1997 - July 1999
KPMG August 1994 - August 1997
Skills
Window Treatments, Furnishings, Window Coverings, Draperies, Interior Design, Blinds, Space planning, Furniture, Custom Furniture, Flooring, Bedding, Upholstery, Area Rugs, Accessorizing, Floor Plans, Home Staging, Residential Design, Bathrooms, Shades, Renovation
Education
The University of Texas at Arlington
Bachelors of Business Administration, Accounting
Holly Hazzard Holly Hazzard's Brown Brothers Harriman Experience October 2011 - Present
Job PMO Project Coordinator at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2011 - Present
United Way of Massachusetts Bay and Merrimack Valley August 2014 - December 2014
Brown Brothers Harriman April 2008 - October 2011
AllianceBernstein April 2007 - January 2008
Atlantic Charter Insurance Company December 2003 - March 2007
Louis Vuitton November 2002 - December 2003
Skills
Financial Services, Lotus Notes, Insurance, Recruiting
Education
Susquehanna University 1998 — 2002
Bachelor of Arts, Psychology
Gray New Gloucester High School 1994 — 1998
Brown Brothers Harriman October 2011 - Present
United Way of Massachusetts Bay and Merrimack Valley August 2014 - December 2014
Brown Brothers Harriman April 2008 - October 2011
AllianceBernstein April 2007 - January 2008
Atlantic Charter Insurance Company December 2003 - March 2007
Louis Vuitton November 2002 - December 2003
Skills
Financial Services, Lotus Notes, Insurance, Recruiting
Education
Susquehanna University 1998 — 2002
Bachelor of Arts, Psychology
Gray New Gloucester High School 1994 — 1998
David Jablonski David Jablonski's Brown Brothers Harriman Experience December 2014 - Present
Job Analyst at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman December 2014 - Present
Grant Thornton LLP June 2013 - August 2013
Franklin Country Club May 2010 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Word, Access, PowerPoint, Financial Accounting, Cost Accounting, Internal Controls, Analysis
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor's degree, Accounting
Brown Brothers Harriman December 2014 - Present
Grant Thornton LLP June 2013 - August 2013
Franklin Country Club May 2010 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Word, Access, PowerPoint, Financial Accounting, Cost Accounting, Internal Controls, Analysis
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor's degree, Accounting
Greg Bjornstad Greg Bjornstad's Brown Brothers Harriman Experience June 2014 - August 2014
Job Computer Engineering Student at Syracuse University
Industry Computer Software
Experience
Brown Brothers Harriman June 2014 - August 2014
Skills
Java, C++, SQL, Microsoft Office, C#, Programming, Windows, Linux
Education
Syracuse University 2011 — 2015
Bachelor's degree, Computer Engineering
Brown Brothers Harriman June 2014 - August 2014
Skills
Java, C++, SQL, Microsoft Office, C#, Programming, Windows, Linux
Education
Syracuse University 2011 — 2015
Bachelor's degree, Computer Engineering
Chris Gonyer Chris Gonyer's Brown Brothers Harriman Experience August 2005 - February 2009
Job Vice President at GCA Savvian
Industry Banking
Experience
GCA Savvian July 2013 - Present
Credit Suisse July 2011 - July 2013
Brown Brothers Harriman August 2005 - February 2009
Skills
Healthcare, Capital Markets, Financial Modeling, Investment Banking, Investments, Fixed Income, Financial Analysis, Private Equity, Due Diligence, Valuation, Strategy, Finance
Education
The University of Texas at Austin
Master of Business Administration (MBA)
University of Virginia
Bachelor of Arts (BA), Mathematics
Kentucky Country Day
High School
GCA Savvian July 2013 - Present
Credit Suisse July 2011 - July 2013
Brown Brothers Harriman August 2005 - February 2009
Skills
Healthcare, Capital Markets, Financial Modeling, Investment Banking, Investments, Fixed Income, Financial Analysis, Private Equity, Due Diligence, Valuation, Strategy, Finance
Education
The University of Texas at Austin
Master of Business Administration (MBA)
University of Virginia
Bachelor of Arts (BA), Mathematics
Kentucky Country Day
High School
Jake Greenstein Jake Greenstein's Brown Brothers Harriman Experience June 2015 - Present
Job Capital Partners Summer Analyst at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman June 2015 - Present
The University of Texas at Austin August 2012 - Present
Peloton Commercial Real Estate September 2014 - December 2014
UTIMCO June 2014 - August 2014
Hillel August 2012 - August 2014
Duncan-Williams, Inc. June 2013 - August 2013
Bridge Capital July 2012 - August 2012
Nahon, Saharovich and Trotz, PLC May 2012 - August 2012
Skills
Public Speaking, Research, Microsoft Excel, Financial Analysis, Budgets, Fixed Income, Equity Research, Private Equity Analysis
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, Freshman
Memphis University School 2007 — 2012
Brown Brothers Harriman June 2015 - Present
The University of Texas at Austin August 2012 - Present
Peloton Commercial Real Estate September 2014 - December 2014
UTIMCO June 2014 - August 2014
Hillel August 2012 - August 2014
Duncan-Williams, Inc. June 2013 - August 2013
Bridge Capital July 2012 - August 2012
Nahon, Saharovich and Trotz, PLC May 2012 - August 2012
Skills
Public Speaking, Research, Microsoft Excel, Financial Analysis, Budgets, Fixed Income, Equity Research, Private Equity Analysis
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, Freshman
Memphis University School 2007 — 2012
Neha Mahajan Neha Mahajan's Brown Brothers Harriman Experience September 2015 - Present
Job Reporting Analyst PM at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2015 - Present
Nationstar Mortgage November 2013 - September 2014
Nationstar Mortgage April 2007 - October 2013
Skills
Mortgage Servicing, Leadership, Credit Analysis, Microsoft Excel, Loan Modifications, Time Management, Investor Relations, Team Leadership, Short Sales, Strategic Leadership, Microsoft SQL Server, Financial Policies &..., Special Servicing, Loan Servicing, Customer Service, Adaptability, Organization, High Pressure..., High Pressure Situations, Problem Solving, MS Excel Pivot Tables, Ad Hoc Reporting
Education
Texas State University-San Marcos 2002 — 2006
Bachelor of Arts (BA), Finance, General
Coppell High School 1998 — 2002
High School Diploma
Brown Brothers Harriman September 2015 - Present
Nationstar Mortgage November 2013 - September 2014
Nationstar Mortgage April 2007 - October 2013
Skills
Mortgage Servicing, Leadership, Credit Analysis, Microsoft Excel, Loan Modifications, Time Management, Investor Relations, Team Leadership, Short Sales, Strategic Leadership, Microsoft SQL Server, Financial Policies &..., Special Servicing, Loan Servicing, Customer Service, Adaptability, Organization, High Pressure..., High Pressure Situations, Problem Solving, MS Excel Pivot Tables, Ad Hoc Reporting
Education
Texas State University-San Marcos 2002 — 2006
Bachelor of Arts (BA), Finance, General
Coppell High School 1998 — 2002
High School Diploma
Adam Moyseowicz Adam Moyseowicz's Brown Brothers Harriman Experience March 2014 - Present
Job 10+ years of industry experience in Operations, Relationship Management and Client Service
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman February 2011 - March 2014
Brown Brothers Harriman February 2008 - February 2011
Brown Brothers Harriman October 2006 - February 2008
State Street April 2006 - October 2006
Investors Bank & Trust March 2005 - April 2006
Investors Bank & Trust May 2004 - March 2005
Investors Bank & Trust July 2001 - May 2004
VIS Corporation September 1999 - July 2001
Skills
Mutual Funds, Alternative Investments, Bloomberg, Fixed Income, Investment Management, Equities, Derivatives, Asset Managment, Securities, Financial Services, Relationship Management, Fund Accounting, Global Trade Management, Corporate Actions, Foreign Exchange, Superior Client Service, Global Custody, Asset Management, CRM, Client Services, Finance, Settlement
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
MSF, Finance
Trinity College-Hartford 1995 — 1999
Bachelor of Science (B.S.), Psychology
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman February 2011 - March 2014
Brown Brothers Harriman February 2008 - February 2011
Brown Brothers Harriman October 2006 - February 2008
State Street April 2006 - October 2006
Investors Bank & Trust March 2005 - April 2006
Investors Bank & Trust May 2004 - March 2005
Investors Bank & Trust July 2001 - May 2004
VIS Corporation September 1999 - July 2001
Skills
Mutual Funds, Alternative Investments, Bloomberg, Fixed Income, Investment Management, Equities, Derivatives, Asset Managment, Securities, Financial Services, Relationship Management, Fund Accounting, Global Trade Management, Corporate Actions, Foreign Exchange, Superior Client Service, Global Custody, Asset Management, CRM, Client Services, Finance, Settlement
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
MSF, Finance
Trinity College-Hartford 1995 — 1999
Bachelor of Science (B.S.), Psychology
Stephen Iliff's Brown Brothers Harriman Experience July 2010 - Present
Job Senior Fund Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2010 - Present
Village Cape Cod Properties June 2009 - June 2010
Traditum Group June 2008 - May 2009
Skills
Derivatives, Valuation, Trading, Financial Modeling, Mutual Funds, Financial Analysis, Microsoft Excel, Portfolio Management, Economics, Fixed Income, Bloomberg, Securities, Investments, Finance, Customer Service
Education
University of Kansas 2003 — 2008
BA, Economics-Minor in Business Administration with emphasis in Finance
Brown Brothers Harriman July 2010 - Present
Village Cape Cod Properties June 2009 - June 2010
Traditum Group June 2008 - May 2009
Skills
Derivatives, Valuation, Trading, Financial Modeling, Mutual Funds, Financial Analysis, Microsoft Excel, Portfolio Management, Economics, Fixed Income, Bloomberg, Securities, Investments, Finance, Customer Service
Education
University of Kansas 2003 — 2008
BA, Economics-Minor in Business Administration with emphasis in Finance
Christian Gingle Christian Gingle's Brown Brothers Harriman Experience December 2007 - July 2010
Job Project Manager, Counsel
Industry Construction
Experience
G.V.W., Inc July 2015 - Present
NYLIFE Securities LLC May 2014 - June 2015
New York Life Insurance Company April 2014 - June 2015
NSTAR June 2012 - August 2012
Deutsch Williams October 2011 - April 2012
Wilson Elser June 2011 - August 2011
Brown Brothers Harriman December 2007 - July 2010
Skills
Securities, Retirement Income..., Estate Planning, Multi-generational..., Business Succession..., Buy-sell Agreements, Contract Negotiation, Small Business..., Education Funding..., Income Protection, Employee Benefits, Licensed in Long-Term..., Legal Research, Financial Services, Research, Social Media, Business Networking, Public Speaking, Microsoft Word, Event Planning, Westlaw, Data Analysis, Fundraising, Legal Writing, Outlook, Nonprofits, Analysis, Negotiation, Mutual Funds
Education
Suffolk University Law School 2010 — 2013
Juris Doctor
Tufts University 2003 — 2007
B.A., Pyschology
The Taft School
G.V.W., Inc July 2015 - Present
NYLIFE Securities LLC May 2014 - June 2015
New York Life Insurance Company April 2014 - June 2015
NSTAR June 2012 - August 2012
Deutsch Williams October 2011 - April 2012
Wilson Elser June 2011 - August 2011
Brown Brothers Harriman December 2007 - July 2010
Skills
Securities, Retirement Income..., Estate Planning, Multi-generational..., Business Succession..., Buy-sell Agreements, Contract Negotiation, Small Business..., Education Funding..., Income Protection, Employee Benefits, Licensed in Long-Term..., Legal Research, Financial Services, Research, Social Media, Business Networking, Public Speaking, Microsoft Word, Event Planning, Westlaw, Data Analysis, Fundraising, Legal Writing, Outlook, Nonprofits, Analysis, Negotiation, Mutual Funds
Education
Suffolk University Law School 2010 — 2013
Juris Doctor
Tufts University 2003 — 2007
B.A., Pyschology
The Taft School
Doug Dodge Doug Dodge's Brown Brothers Harriman Experience 2004 - 2008
Job Corporate Attorney for Axiom Law Group
Industry Law Practice
Experience
Axiom Law Group (Contractor at United Technolgies Aeropsace and UTC-BIS) August 2014 - Present
Drax Biomass International Inc. June 2013 - June 2014
Oracle 2012 - 2013
Integrated Defense Solutions, Inc 2008 - 2012
Bose Corporation May 2008 - September 2008
Brown Brothers Harriman 2004 - 2008
Guardian Life Insurance 2003 - 2004
State Street 2000 - 2003
Skills
Finance, Corporate Law, Contract Negotiation, Negotiation, Government Contracting, Contract Management, Employment Law, Compliance, Mutual Funds, Fund Accounting, Regulatory Requirements
Education
Suffolk University Law School 2005 — 2008
Juris Doctorate, Law
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., Business Administration
Axiom Law Group (Contractor at United Technolgies Aeropsace and UTC-BIS) August 2014 - Present
Drax Biomass International Inc. June 2013 - June 2014
Oracle 2012 - 2013
Integrated Defense Solutions, Inc 2008 - 2012
Bose Corporation May 2008 - September 2008
Brown Brothers Harriman 2004 - 2008
Guardian Life Insurance 2003 - 2004
State Street 2000 - 2003
Skills
Finance, Corporate Law, Contract Negotiation, Negotiation, Government Contracting, Contract Management, Employment Law, Compliance, Mutual Funds, Fund Accounting, Regulatory Requirements
Education
Suffolk University Law School 2005 — 2008
Juris Doctorate, Law
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., Business Administration
Steven Teixeira's Brown Brothers Harriman Experience September 2013 - November 2014
Job Sanctions Analyst at Barclays
Industry Financial Services
Experience
Brown Brothers Harriman September 2013 - November 2014
Rite Way Valet January 2011 - March 2013
Morgan Stanley September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Health Economics, Economic Modeling, International Economics, Economics, Management, Account Management, Financial Analysis, Financial Modeling, Strategic Financial..., Inspiring People, Connecting People, People Skills, Determined to Succeed, Highly Reliable, Marketing Strategy, Customer Service, Financial Planning, Finance, Microsoft Office, Social Media, Social Media Marketing
Education
Towson University 2008 — 2013
Bachelor of Science, Economics
Brown Brothers Harriman September 2013 - November 2014
Rite Way Valet January 2011 - March 2013
Morgan Stanley September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Health Economics, Economic Modeling, International Economics, Economics, Management, Account Management, Financial Analysis, Financial Modeling, Strategic Financial..., Inspiring People, Connecting People, People Skills, Determined to Succeed, Highly Reliable, Marketing Strategy, Customer Service, Financial Planning, Finance, Microsoft Office, Social Media, Social Media Marketing
Education
Towson University 2008 — 2013
Bachelor of Science, Economics
Lydia Carthy Lydia Carthy's Brown Brothers Harriman Experience June 2013 - August 2013
Job Consultant at KCIC
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - August 2013
Canterbury Road Partners May 2012 - August 2012
Legal Sea Foods May 2011 - July 2011
Skills
SQL Server Management..., Microsoft Excel, Microsoft Access, Adobe Photoshop, Project Management, Derivatives, Credit Analysis, Equity Research, Equities, Banking, Microsoft Office, Data Analysis
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.)
Buckingham Browne and Nichols School 2006 — 2010
Brown Brothers Harriman June 2013 - August 2013
Canterbury Road Partners May 2012 - August 2012
Legal Sea Foods May 2011 - July 2011
Skills
SQL Server Management..., Microsoft Excel, Microsoft Access, Adobe Photoshop, Project Management, Derivatives, Credit Analysis, Equity Research, Equities, Banking, Microsoft Office, Data Analysis
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.)
Buckingham Browne and Nichols School 2006 — 2010
Lars Heise Lars Heise's Brown Brothers Harriman Experience September 2010 - June 2015
Job Executive Director, Corporate & Investment Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Brown Brothers Harriman September 2010 - June 2015
State Street March 2005 - August 2010
PwC March 2003 - February 2005
PwC September 1998 - February 2003
Mercedes-Benz USA July 2000 - October 2000
Morgan Stanley December 1997 - August 1998
Skills
Due Diligence, Finance, Accounting, Investments, Financial Services
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1996 — 2001
Master of Business Administration (M.B.A.), Finance & Taxation
J.P. Morgan June 2015 - Present
Brown Brothers Harriman September 2010 - June 2015
State Street March 2005 - August 2010
PwC March 2003 - February 2005
PwC September 1998 - February 2003
Mercedes-Benz USA July 2000 - October 2000
Morgan Stanley December 1997 - August 1998
Skills
Due Diligence, Finance, Accounting, Investments, Financial Services
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1996 — 2001
Master of Business Administration (M.B.A.), Finance & Taxation
Peter Harrington-Howes Peter Harrington-Howes's Brown Brothers Harriman Experience June 2010 - April 2013
Job Portfolio Analyst
Industry Financial Services
Experience
Natixis Global Asset Management April 2013 - Present
Brown Brothers Harriman June 2010 - April 2013
Brown Brothers Harriman September 2008 - May 2010
J.P. Morgan November 2006 - August 2008
Skills
Portfolio Risk..., Portfolio Management, Relationship Management, Project Management, Defined Benefit, Business Development, Financial Advisory, Account Management, Corporate Actions, New Business Development, Retirement Plan..., Product Marketing, Pension Consulting, Third Party Vendor..., Strategic Prospecting, Compliance Oversight, Asset Management, Risk Management, Alternative Investments, Equities, Financial Analysis, Fixed Income, Lacrosse, Hedge Funds
Education
The Ohio State University 2001 — 2006
Bachelor of Science, Mathematics
University College Cork 2003 — 2004
Abroad, Mathematics
Darien High School 1997 — 2001
General Studies
Natixis Global Asset Management April 2013 - Present
Brown Brothers Harriman June 2010 - April 2013
Brown Brothers Harriman September 2008 - May 2010
J.P. Morgan November 2006 - August 2008
Skills
Portfolio Risk..., Portfolio Management, Relationship Management, Project Management, Defined Benefit, Business Development, Financial Advisory, Account Management, Corporate Actions, New Business Development, Retirement Plan..., Product Marketing, Pension Consulting, Third Party Vendor..., Strategic Prospecting, Compliance Oversight, Asset Management, Risk Management, Alternative Investments, Equities, Financial Analysis, Fixed Income, Lacrosse, Hedge Funds
Education
The Ohio State University 2001 — 2006
Bachelor of Science, Mathematics
University College Cork 2003 — 2004
Abroad, Mathematics
Darien High School 1997 — 2001
General Studies
Joshua Murphy Joshua Murphy's Brown Brothers Harriman Experience September 2014 - June 2015
Job TCU Analyst at Barclays
Industry Financial Services
Experience
Barclays Investment Bank June 2015 - Present
Brown Brothers Harriman September 2014 - June 2015
Northwestern Mutual May 2013 - May 2014
Northwestern Mutual May 2012 - September 2012
Susquehanna University August 2010 - January 2012
MC Federal Credit Union April 2011 - May 2011
Seamans Church Institute May 2007 - May 2010
Skills
Microsoft Word, Finance, PowerPoint, Microsoft Excel, Time Management, Teamwork, Public Speaking, Strategic Financial..., Retirement Planning, Wealth Management, Access, Financial Analysis, Insurance, Community Outreach, Nonprofits
Education
Susquehanna University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Junior
Regents American College London
Barclays Investment Bank June 2015 - Present
Brown Brothers Harriman September 2014 - June 2015
Northwestern Mutual May 2013 - May 2014
Northwestern Mutual May 2012 - September 2012
Susquehanna University August 2010 - January 2012
MC Federal Credit Union April 2011 - May 2011
Seamans Church Institute May 2007 - May 2010
Skills
Microsoft Word, Finance, PowerPoint, Microsoft Excel, Time Management, Teamwork, Public Speaking, Strategic Financial..., Retirement Planning, Wealth Management, Access, Financial Analysis, Insurance, Community Outreach, Nonprofits
Education
Susquehanna University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Junior
Regents American College London
Daniel Calano Daniel Calano's Brown Brothers Harriman Experience June 2008 - August 2008
Job Strategy and innovation focus in consumer goods, with management consulting background.
Industry Consumer Goods
Experience
Keurig Green Mountain, Inc. August 2015 - Present
Keurig Green Mountain, Inc. June 2014 - August 2014
Deloitte Consulting February 2010 - June 2013
Bus2alps LTD July 2009 - February 2010
Harpeth Capital LLC August 2008 - December 2008
Brown Brothers Harriman June 2008 - August 2008
Richards Barry Joyce & Partners June 2007 - August 2007
Skills
Data Analysis, Requirements Gathering, Requirements Management, Executive Reporting, Training, Public Speaking, Executive Presentation..., Workshop Facilitation, Excel models, Research, Strategic Consulting, Strategy, Organizational Design, Program Management, Financial Modeling
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Vanderbilt University 2005 — 2009
BS, Major: Human and Organizational Development, Minor: Corporate Strategy
Keurig Green Mountain, Inc. August 2015 - Present
Keurig Green Mountain, Inc. June 2014 - August 2014
Deloitte Consulting February 2010 - June 2013
Bus2alps LTD July 2009 - February 2010
Harpeth Capital LLC August 2008 - December 2008
Brown Brothers Harriman June 2008 - August 2008
Richards Barry Joyce & Partners June 2007 - August 2007
Skills
Data Analysis, Requirements Gathering, Requirements Management, Executive Reporting, Training, Public Speaking, Executive Presentation..., Workshop Facilitation, Excel models, Research, Strategic Consulting, Strategy, Organizational Design, Program Management, Financial Modeling
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Vanderbilt University 2005 — 2009
BS, Major: Human and Organizational Development, Minor: Corporate Strategy
Jorge Puente Jorge Puente's Brown Brothers Harriman Experience February 2001 - September 2001
Job Associate Director at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill January 2011 - Present
AllianceBernstein May 2006 - January 2011
AllianceBernstein August 2005 - April 2006
FDNY Counseling Service Unit May 2002 - July 2005
Brown Brothers Harriman February 2001 - September 2001
Skills
Fixed Income, MBS, Corporates, Quantitative Analysis, Investment Strategies, Analytics, Stochastic Analysis, Portfolio Management, Bloomberg, Bonds, Financial Modeling, Investments, Quantitative Analytics, Capital Markets, Financial Risk, Options, Alternative Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
The Cooper Union for the Advancement of Science and Art 2001 — 2005
BE, Mechanical Engineering
Sandler O'Neill January 2011 - Present
AllianceBernstein May 2006 - January 2011
AllianceBernstein August 2005 - April 2006
FDNY Counseling Service Unit May 2002 - July 2005
Brown Brothers Harriman February 2001 - September 2001
Skills
Fixed Income, MBS, Corporates, Quantitative Analysis, Investment Strategies, Analytics, Stochastic Analysis, Portfolio Management, Bloomberg, Bonds, Financial Modeling, Investments, Quantitative Analytics, Capital Markets, Financial Risk, Options, Alternative Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
The Cooper Union for the Advancement of Science and Art 2001 — 2005
BE, Mechanical Engineering
Ray Zhung Ray Zhung's Brown Brothers Harriman Experience June 2013 - September 2013
Job Recent Graduate of Syracuse University Martin J. Whitman School of Management
Industry Financial Services
Experience
New Forest Capital Management March 2015 - Present
Moody's Corporation December 2013 - February 2014
Brown Brothers Harriman June 2013 - September 2013
Cascabel Management July 2012 - August 2012
Sher Plastics June 2011 - August 2011
Reliance Star Payment Services June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Research, Risk Management, Analysis, Banking, Financial Modeling, Business Analysis, Microsoft Word, Outlook, Market Research, Forecasting, Process Improvement, Teamwork, Finance, Leadership, Project Management
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
BS, Finance, Marketing, Economics, Cum Laude
WFLS 2004 — 2006
New Forest Capital Management March 2015 - Present
Moody's Corporation December 2013 - February 2014
Brown Brothers Harriman June 2013 - September 2013
Cascabel Management July 2012 - August 2012
Sher Plastics June 2011 - August 2011
Reliance Star Payment Services June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Research, Risk Management, Analysis, Banking, Financial Modeling, Business Analysis, Microsoft Word, Outlook, Market Research, Forecasting, Process Improvement, Teamwork, Finance, Leadership, Project Management
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
BS, Finance, Marketing, Economics, Cum Laude
WFLS 2004 — 2006
Edward (Ted) Damutz Edward (Ted) Damutz's Brown Brothers Harriman Experience April 2001 - July 2002
Job Vice President/Senior Credit Officer at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service February 1998 - Present
Brown Brothers Harriman April 2001 - July 2002
Skills
Ratings, Public Finance, Credit Risk, Capital Markets, Municipalities, Credit Analysis, Bonds, Project Finance, Credit, Fixed Income Analysis, Fixed Income, Financial Analysis, Structured Finance, Investment Banking, Financial Modeling, Bloomberg, Financial Statement..., Financial Structuring, Financial Markets, Credit Rating, Structured Products, Municipal Bonds
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
M.Sc., International Relations
Moody's Investors Service February 1998 - Present
Brown Brothers Harriman April 2001 - July 2002
Skills
Ratings, Public Finance, Credit Risk, Capital Markets, Municipalities, Credit Analysis, Bonds, Project Finance, Credit, Fixed Income Analysis, Fixed Income, Financial Analysis, Structured Finance, Investment Banking, Financial Modeling, Bloomberg, Financial Statement..., Financial Structuring, Financial Markets, Credit Rating, Structured Products, Municipal Bonds
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
M.Sc., International Relations
Gabriela Villanueva Gabriela Villanueva's Brown Brothers Harriman Experience March 1999 - March 2009
Job Manager, Employment & Workforce Planning at Zachry Group
Industry Construction
Experience
Zachry Group June 2015 - Present
Zachry Group February 2015 - May 2015
Zachry Group July 2012 - January 2015
The Scooter Store April 2009 - July 2012
Brown Brothers Harriman March 1999 - March 2009
Citigroup August 1993 - March 1999
Skills
Coaching, Problem Solving, Organizational..., Leadership Development, Training, Onboarding, Instructional Design, Recruiting, Interviews, Process Improvement, Human Resources, Customer Service, Management, Strategic Planning, Team Building, E-Learning, Team Leadership, Leadership, Performance Management, Software Documentation, Personnel Management, Succession Planning, Call Centers, Change Management, Vendor Management, Talent Management, Strategy, Employee Relations, Employee Engagement, Organizational..., Project Planning, Employee Training, Career Development, Training Delivery, Workforce Planning, Performance Improvement, Workshop Facilitation, Talent Acquisition, Conflict Resolution, Executive Coaching, Organizational Design, Instructor-led Training, Captivate, Learning Management, Needs Analysis, Organizational Learning, Blended Learning, Performance Consulting, Learning Management..., ADDIE
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.), Spanish Language and Literature
Thomas Edison High School 1982 — 1986
Zachry Group June 2015 - Present
Zachry Group February 2015 - May 2015
Zachry Group July 2012 - January 2015
The Scooter Store April 2009 - July 2012
Brown Brothers Harriman March 1999 - March 2009
Citigroup August 1993 - March 1999
Skills
Coaching, Problem Solving, Organizational..., Leadership Development, Training, Onboarding, Instructional Design, Recruiting, Interviews, Process Improvement, Human Resources, Customer Service, Management, Strategic Planning, Team Building, E-Learning, Team Leadership, Leadership, Performance Management, Software Documentation, Personnel Management, Succession Planning, Call Centers, Change Management, Vendor Management, Talent Management, Strategy, Employee Relations, Employee Engagement, Organizational..., Project Planning, Employee Training, Career Development, Training Delivery, Workforce Planning, Performance Improvement, Workshop Facilitation, Talent Acquisition, Conflict Resolution, Executive Coaching, Organizational Design, Instructor-led Training, Captivate, Learning Management, Needs Analysis, Organizational Learning, Blended Learning, Performance Consulting, Learning Management..., ADDIE
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.), Spanish Language and Literature
Thomas Edison High School 1982 — 1986
Shawn McNinch Shawn McNinch's Brown Brothers Harriman Experience September 2009 - Present
Job Global ETF Product & Sales Head SVP
Industry Financial Services
Experience
Brown Brothers Harriman September 2009 - Present
Barclays Global Investors April 2007 - July 2009
Investors Bank & Trust October 2003 - March 2007
Andersen Business Consulting April 2000 - September 2003
Merrill Lynch August 1993 - April 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance and Intl Business
Syracuse University 1989 — 1993
BS, Finance
Brown Brothers Harriman September 2009 - Present
Barclays Global Investors April 2007 - July 2009
Investors Bank & Trust October 2003 - March 2007
Andersen Business Consulting April 2000 - September 2003
Merrill Lynch August 1993 - April 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance and Intl Business
Syracuse University 1989 — 1993
BS, Finance
Christopher Heintz Christopher Heintz's Brown Brothers Harriman Experience January 2013 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2013 - Present
Concentric Energy Advisors May 2010 - August 2010
Winchester Hospital July 2009 - August 2009
Vector Marketing June 2008 - August 2008
Lowell Sun August 2003 - June 2008
Skills
Microsoft Office, Valuation
Education
The Johns Hopkins University 2008 — 2012
Economics, Mathematics
Brown Brothers Harriman January 2013 - Present
Concentric Energy Advisors May 2010 - August 2010
Winchester Hospital July 2009 - August 2009
Vector Marketing June 2008 - August 2008
Lowell Sun August 2003 - June 2008
Skills
Microsoft Office, Valuation
Education
The Johns Hopkins University 2008 — 2012
Economics, Mathematics
Atreyee Poddar Atreyee Poddar's Brown Brothers Harriman Experience August 2011 - Present
Job CISA, Assistant Vice President at BBH
Industry Financial Services
Experience
Brown Brothers Harriman August 2011 - Present
KPMG LLP June 2007 - August 2011
Invensys July 2005 - July 2006
Skills
Business Analysis, SDLC, Risk Management, Requirements Analysis, Business Process..., IIA Standards, COSO Framework, COBIT, CISA, SSAE 16, SAS70, IT Audit, Financial Audits, Internal Audit, External Audit, Enterprise Risk..., Financial Risk, Operational Risk..., Risk Assessment, Process Improvement, Change Management, Access Control, Process Engineering, Project Management, MS Project, Visio, Data Analysis, Presentations, Communication Skills, Report Writing, Sarbanes-Oxley, Information Technology
Education
Syracuse University 2006 — 2008
Masters, Information Management
University of Mumbai 2001 — 2005
Bachelors in Engineering (B.E.), Electronics
Brown Brothers Harriman August 2011 - Present
KPMG LLP June 2007 - August 2011
Invensys July 2005 - July 2006
Skills
Business Analysis, SDLC, Risk Management, Requirements Analysis, Business Process..., IIA Standards, COSO Framework, COBIT, CISA, SSAE 16, SAS70, IT Audit, Financial Audits, Internal Audit, External Audit, Enterprise Risk..., Financial Risk, Operational Risk..., Risk Assessment, Process Improvement, Change Management, Access Control, Process Engineering, Project Management, MS Project, Visio, Data Analysis, Presentations, Communication Skills, Report Writing, Sarbanes-Oxley, Information Technology
Education
Syracuse University 2006 — 2008
Masters, Information Management
University of Mumbai 2001 — 2005
Bachelors in Engineering (B.E.), Electronics
Daniel Wechsler Daniel Wechsler's Brown Brothers Harriman Experience 1998 - 2000
Job Licensed Salesperson at Ariel Property Advisors
Industry Real Estate
Experience
Ariel Property Advisors March 2014 - Present
Gibraltar Management Co., Inc. 2003 - October 2013
The Jenco Group 2000 - 2003
Brown Brothers Harriman 1998 - 2000
Skills
Real Estate, Real Estate Development, Negotiation, Leases, Management, Landlords, Restructuring, Disposition, Real Estate Economics, Location Intelligence, Real Estate Transactions, Valuation, Brokerage, Commercial Real Estate, Property Management, Due Diligence, Investment Properties, Finance
Education
The George Washington University 1994 — 1998
BBA, Finance
New Rochelle High School 1990 — 1994
Ariel Property Advisors March 2014 - Present
Gibraltar Management Co., Inc. 2003 - October 2013
The Jenco Group 2000 - 2003
Brown Brothers Harriman 1998 - 2000
Skills
Real Estate, Real Estate Development, Negotiation, Leases, Management, Landlords, Restructuring, Disposition, Real Estate Economics, Location Intelligence, Real Estate Transactions, Valuation, Brokerage, Commercial Real Estate, Property Management, Due Diligence, Investment Properties, Finance
Education
The George Washington University 1994 — 1998
BBA, Finance
New Rochelle High School 1990 — 1994
Beth Stubenrauch Beth Stubenrauch's Brown Brothers Harriman Experience 1996 - 2003
Job Relationship Management Exchange Traded Funds
Industry Banking
Experience
The Bank of New York Mellon 2006 - Present
Mellon Financial 2005 - 2006
Scrivener LLC 2004 - 2006
Brown Brothers Harriman 1996 - 2003
Harris Bank 1988 - 1996
Mitsubishi Bank of California 1980 - 1988
Bank of America 1979 - 1980
Skills
ETFs, Financial Institutions, Relationship Management, Commercial Banking, Global Custody, Financial Services, Fixed Income, Equities, Mutual Funds, Securities, Derivatives, Capital Markets, Financial Markets, Alternative Investments, Hedge Funds, Bonds, Asset Management, FX Options
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Accounting
The Bank of New York Mellon 2006 - Present
Mellon Financial 2005 - 2006
Scrivener LLC 2004 - 2006
Brown Brothers Harriman 1996 - 2003
Harris Bank 1988 - 1996
Mitsubishi Bank of California 1980 - 1988
Bank of America 1979 - 1980
Skills
ETFs, Financial Institutions, Relationship Management, Commercial Banking, Global Custody, Financial Services, Fixed Income, Equities, Mutual Funds, Securities, Derivatives, Capital Markets, Financial Markets, Alternative Investments, Hedge Funds, Bonds, Asset Management, FX Options
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Accounting
Jennifer Marr Jennifer Marr's Brown Brothers Harriman Experience June 2013 - August 2013
Job Business Economics Student at UCLA
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - August 2013
Warner Bros. Entertainment Group of Companies September 2012 - December 2012
Merrill Lynch January 2012 - June 2012
Falmouth Sea Grill May 2008 - September 2011
Skills
Microsoft Excel, Accounting, Data Analysis, Microsoft Office, Bloomberg Terminal, Capital IQ, SAP, Stata, Portfolio Management, Investments, Analysis, Equities
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
London School of Economics and Political Science 2012 — 2012
Summer School, Macroeconomics
Falmouth High School 2006 — 2010
High School Diploma
Brown Brothers Harriman June 2013 - August 2013
Warner Bros. Entertainment Group of Companies September 2012 - December 2012
Merrill Lynch January 2012 - June 2012
Falmouth Sea Grill May 2008 - September 2011
Skills
Microsoft Excel, Accounting, Data Analysis, Microsoft Office, Bloomberg Terminal, Capital IQ, SAP, Stata, Portfolio Management, Investments, Analysis, Equities
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
London School of Economics and Political Science 2012 — 2012
Summer School, Macroeconomics
Falmouth High School 2006 — 2010
High School Diploma
Tammy Mankie Tammy Mankie's Brown Brothers Harriman Experience September 2013 - Present
Job Tax Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman September 2010 - March 2013
OppenheimerFunds April 1998 - September 2010
TCF Bank April 1997 - April 1998
Skills
Fund Accounting, Hedge Funds, Corporate Actions, Fund Of Funds, Tax, Mutual Funds, Financial Reporting, Accounting, SEC filings, Alternative Investments, Financial Statements, Tax Preparation, Bloomberg, Financial Accounting, Sarbanes-Oxley Act, Securities, Fund Administration, Tax Reporting, Investments, Equities, VBA, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling
Education
University of Phoenix
MBA, Business Administration
The University of North Dakota
BBA, Finance
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman September 2010 - March 2013
OppenheimerFunds April 1998 - September 2010
TCF Bank April 1997 - April 1998
Skills
Fund Accounting, Hedge Funds, Corporate Actions, Fund Of Funds, Tax, Mutual Funds, Financial Reporting, Accounting, SEC filings, Alternative Investments, Financial Statements, Tax Preparation, Bloomberg, Financial Accounting, Sarbanes-Oxley Act, Securities, Fund Administration, Tax Reporting, Investments, Equities, VBA, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling
Education
University of Phoenix
MBA, Business Administration
The University of North Dakota
BBA, Finance
Mark A. Egert Mark A. Egert's Brown Brothers Harriman Experience June 2011 - Present
Job Chief Compliance Officer at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2011 - Present
Crowell & Moring LLP April 2010 - May 2011
Cowen and Company January 2005 - April 2010
RBC Capital Markets 2003 - 2005
ABN AMRO Bank N.V. 1998 - 2003
SIFMA 1995 - 1997
Kavanagh Peters 1992 - 1994
Shearman and Sterling 1987 - 1992
Conference Speaking Engagements -- 2011- 2015 1987 - 1988
Publications 1985 - 1986
Skills
Securities, FINRA, Capital Markets, Hedge Funds, Equities, AML, Corporate Law, Fixed Income, Investments, Corporate Governance, Broker-Dealer, Mergers & Acquisitions, Private Placements, Due Diligence, Corporate Finance, Financial Markets, Trading, Alternative Investments, SEC, Banking, Series 24, FCPA, Series 7
Education
The George Washington University Law School 1984 — 1987
JD
University of Delaware 1980 — 1984
Master's degree, History and Political Science
Sphs
Brown Brothers Harriman June 2011 - Present
Crowell & Moring LLP April 2010 - May 2011
Cowen and Company January 2005 - April 2010
RBC Capital Markets 2003 - 2005
ABN AMRO Bank N.V. 1998 - 2003
SIFMA 1995 - 1997
Kavanagh Peters 1992 - 1994
Shearman and Sterling 1987 - 1992
Conference Speaking Engagements -- 2011- 2015 1987 - 1988
Publications 1985 - 1986
Skills
Securities, FINRA, Capital Markets, Hedge Funds, Equities, AML, Corporate Law, Fixed Income, Investments, Corporate Governance, Broker-Dealer, Mergers & Acquisitions, Private Placements, Due Diligence, Corporate Finance, Financial Markets, Trading, Alternative Investments, SEC, Banking, Series 24, FCPA, Series 7
Education
The George Washington University Law School 1984 — 1987
JD
University of Delaware 1980 — 1984
Master's degree, History and Political Science
Sphs
Tara Mercogliano Tara Mercogliano's Brown Brothers Harriman Experience May 1998 - 2000
Job Trader at Coatue Management
Industry Financial Services
Experience
Coatue Management March 2002 - February 2013
Merrill Lynch 2000 - March 2002
Brown Brothers Harriman May 1998 - 2000
Skills
Equity Research, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds
Education
The George Washington University - School of Business 1994 — 1998
BBA, Internation Business/Finance
Ocean Township High School 1990 — 1994
Coatue Management March 2002 - February 2013
Merrill Lynch 2000 - March 2002
Brown Brothers Harriman May 1998 - 2000
Skills
Equity Research, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds
Education
The George Washington University - School of Business 1994 — 1998
BBA, Internation Business/Finance
Ocean Township High School 1990 — 1994
Shellene Eaton Shellene Eaton's Brown Brothers Harriman Experience May 2006 - June 2011
Job Art Director at Star Furniture
Industry Graphic Design
Experience
Star Furniture January 2012 - Present
Shellene Eaton Illustration & Design June 2011 - Present
Brown Brothers Harriman May 2006 - June 2011
Aquent December 2006 - May 2007
Contract at Staples, Inc. 2006 - 2006
Solomon Associates August 2003 - October 2005
Empire Marketing June 2002 - April 2003
The Art Squad February 2002 - June 2002
CMA Design April 2001 - February 2002
Acumen Design December 2000 - April 2001
Skills
Adobe Creative Suite, Illustrator, Photoshop, InDesign, PowerPoint, Flash, Word, QuarkXPress, Keynote, Excel, Dreamweaver, Mac, PC, Illustration, Logo Design, Brand Development, Web Design, Presentation Development, Custom Invitations, Brochures, Print, Flash Animation, Fine Art, Posters, Freehand, Graphic Design, Typography, Holiday Cards, Baby Showers, Bridal Showers, Microsoft Excel, Adobe Acrobat, Image Manipulation, Corporate Branding, Art Direction, Adobe Freehand, Microsoft Word, Christmas cards, Corporate Identity, Creative Direction, User Interface Design, Concept Development, Graphics, User Experience, Layout, Photography, Creative Problem Solving, Advertising, Packaging, Vector Illustration
Education
Texas Tech University 1997 — 2000
BFA, Design Communications
Texas A&M University 1994 — 1996
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
Star Furniture January 2012 - Present
Shellene Eaton Illustration & Design June 2011 - Present
Brown Brothers Harriman May 2006 - June 2011
Aquent December 2006 - May 2007
Contract at Staples, Inc. 2006 - 2006
Solomon Associates August 2003 - October 2005
Empire Marketing June 2002 - April 2003
The Art Squad February 2002 - June 2002
CMA Design April 2001 - February 2002
Acumen Design December 2000 - April 2001
Skills
Adobe Creative Suite, Illustrator, Photoshop, InDesign, PowerPoint, Flash, Word, QuarkXPress, Keynote, Excel, Dreamweaver, Mac, PC, Illustration, Logo Design, Brand Development, Web Design, Presentation Development, Custom Invitations, Brochures, Print, Flash Animation, Fine Art, Posters, Freehand, Graphic Design, Typography, Holiday Cards, Baby Showers, Bridal Showers, Microsoft Excel, Adobe Acrobat, Image Manipulation, Corporate Branding, Art Direction, Adobe Freehand, Microsoft Word, Christmas cards, Corporate Identity, Creative Direction, User Interface Design, Concept Development, Graphics, User Experience, Layout, Photography, Creative Problem Solving, Advertising, Packaging, Vector Illustration
Education
Texas Tech University 1997 — 2000
BFA, Design Communications
Texas A&M University 1994 — 1996
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
Christopher Pantaleo, CPA, CMA, CGMA Christopher Pantaleo, CPA, CMA, CGMA's Brown Brothers Harriman Experience January 2011 - October 2011
Job Senior Manager, Consulting at Freed Maxick CPAs, P.C.
Industry Accounting
Experience
Freed Maxick CPAs, P.C. October 2011 - Present
Brown Brothers Harriman January 2011 - October 2011
PricewaterhouseCoopers December 2003 - January 2011
FleetBoston Financial - Columbia Asset Management 2000 - 2003
Odysseys Unlimited 1998 - 2000
Skills
Internal Controls, Auditing, GAAP, Accounting, CPA, Finance, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, US GAAP, Financial Analysis, Internal Audit
Education
Susquehanna University
BA, BS, Economics, Accounting - magna cum laude
Freed Maxick CPAs, P.C. October 2011 - Present
Brown Brothers Harriman January 2011 - October 2011
PricewaterhouseCoopers December 2003 - January 2011
FleetBoston Financial - Columbia Asset Management 2000 - 2003
Odysseys Unlimited 1998 - 2000
Skills
Internal Controls, Auditing, GAAP, Accounting, CPA, Finance, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, US GAAP, Financial Analysis, Internal Audit
Education
Susquehanna University
BA, BS, Economics, Accounting - magna cum laude
Pearse McDowell Pearse McDowell's Brown Brothers Harriman Experience 1997 - 2007
Job Vice President
Industry Investment Banking
Experience
State Street Global Markets February 2008 - Present
Brown Brothers Harriman 1997 - 2007
Brown Brothers Harriman 1900 - 2000
Education
Suffolk University Law School 1999 — 2003
State Street Global Markets February 2008 - Present
Brown Brothers Harriman 1997 - 2007
Brown Brothers Harriman 1900 - 2000
Education
Suffolk University Law School 1999 — 2003
Kyle Chambers Kyle Chambers's Brown Brothers Harriman Experience June 2015 - August 2015
Job Studying Information Management and Technology at Syracuse University
Industry Information Technology and Services
Experience
Brown Brothers Harriman June 2015 - August 2015
Foodtown Supermarkets/Farmtastic March 2012 - July 2014
Habitat for Humanity September 2010 - August 2012
Valley Sports June 2011 - September 2011
Morris Center YMCA June 2010 - September 2011
Morris Center YMCA - Summer Camp June 2008 - August 2009
Education
Syracuse University 2012 — 2016
Bachelor's Degree, Information Technology
Brown Brothers Harriman June 2015 - August 2015
Foodtown Supermarkets/Farmtastic March 2012 - July 2014
Habitat for Humanity September 2010 - August 2012
Valley Sports June 2011 - September 2011
Morris Center YMCA June 2010 - September 2011
Morris Center YMCA - Summer Camp June 2008 - August 2009
Education
Syracuse University 2012 — 2016
Bachelor's Degree, Information Technology
Giovanna Joseph's Brown Brothers Harriman Experience September 2008 - June 2009
Job Communications Analyst, Integrated Eligibility System at NYS Office of Information Technology Services
Industry Government Relations
Experience
NYS Office of Information Technology Services August 2015 - Present
Executive Chamber, New York State Governor's Office April 2014 - Present
Dormitory Authority State of NY September 2013 - February 2014
The Sage Colleges August 2012 - January 2013
The Sage Colleges July 2012 - August 2012
Brown Brothers Harriman September 2008 - June 2009
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates 2007 - 2008
ING U.S. November 2005 - June 2006
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, English, Spanish, Public Relations, Public Speaking, Outlook, Social Media, Community Outreach, Leadership, Government, Data Analysis, Social Networking, Customer Service, Event Planning, Fundraising, Nonprofits
Education
The Sage Colleges - Russell Sage College 2009 — 2013
Bachelor's Degree, Political Science and Government
Cristo Rey New York High School 2005 — 2009
High School
NYS Office of Information Technology Services August 2015 - Present
Executive Chamber, New York State Governor's Office April 2014 - Present
Dormitory Authority State of NY September 2013 - February 2014
The Sage Colleges August 2012 - January 2013
The Sage Colleges July 2012 - August 2012
Brown Brothers Harriman September 2008 - June 2009
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates 2007 - 2008
ING U.S. November 2005 - June 2006
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, English, Spanish, Public Relations, Public Speaking, Outlook, Social Media, Community Outreach, Leadership, Government, Data Analysis, Social Networking, Customer Service, Event Planning, Fundraising, Nonprofits
Education
The Sage Colleges - Russell Sage College 2009 — 2013
Bachelor's Degree, Political Science and Government
Cristo Rey New York High School 2005 — 2009
High School
Brett Burns, MBA, CPIM Brett Burns, MBA, CPIM's Brown Brothers Harriman Experience November 2009 - April 2011
Job International MBA Candidate at the University of South Carolina Moore School of Business
Industry Logistics and Supply Chain
Experience
Daimler Trucks North America September 2015 - Present
Trane September 2015 - Present
Daimler AG May 2015 - August 2015
BDP International April 2011 - June 2014
Brown Brothers Harriman November 2009 - April 2011
Mercedes Benz USA June 2008 - August 2008
NorthJerseySports.com 2004 - 2008
Skills
Lean Six Sigma, SAP ERP, ECC, Sap R2, Training, Time Management, PowerPoint, Microsoft Office, Office Administration, Public Speaking, Research, Data Analysis, Access, Logistics, Microsoft Excel, International Logistics, Process Improvement, Microsoft Word, German, Supply Chain Management, Customer Service, Management, Demand Planning, Supply Chain
Education
University of South Carolina - Darla Moore School of Business 2014 — 2016
International MBA, Logistics, Materials, and Supply Chain Management, 3.95
Universität Mannheim 2015 — 2015
German, International Business Studies
The Berlin School of Economics and Law 2009 — 2009
International Betriebswirtschaftslehre
University of Delaware 2005 — 2009
Bachelor of Science (B.S.), International Business, Magna Cum Laude; GPA: 3.78
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science (BS), International Business, 3.78
Universität Salzburg 2007 — 2008
Germanistik
Daimler Trucks North America September 2015 - Present
Trane September 2015 - Present
Daimler AG May 2015 - August 2015
BDP International April 2011 - June 2014
Brown Brothers Harriman November 2009 - April 2011
Mercedes Benz USA June 2008 - August 2008
NorthJerseySports.com 2004 - 2008
Skills
Lean Six Sigma, SAP ERP, ECC, Sap R2, Training, Time Management, PowerPoint, Microsoft Office, Office Administration, Public Speaking, Research, Data Analysis, Access, Logistics, Microsoft Excel, International Logistics, Process Improvement, Microsoft Word, German, Supply Chain Management, Customer Service, Management, Demand Planning, Supply Chain
Education
University of South Carolina - Darla Moore School of Business 2014 — 2016
International MBA, Logistics, Materials, and Supply Chain Management, 3.95
Universität Mannheim 2015 — 2015
German, International Business Studies
The Berlin School of Economics and Law 2009 — 2009
International Betriebswirtschaftslehre
University of Delaware 2005 — 2009
Bachelor of Science (B.S.), International Business, Magna Cum Laude; GPA: 3.78
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science (BS), International Business, 3.78
Universität Salzburg 2007 — 2008
Germanistik
Thomas Manson Thomas Manson's Brown Brothers Harriman Experience 2012 - Present
Job Vice President and Counsel at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2012 - Present
Law Office of Thomas Alden Manson / Box-to-Box Professional Services 2012 - 2012
Blue Cross Blue Shield of Rhode Island 2010 - 2011
BCBSRI 2008 - 2010
BCBSRI 2005 - 2008
BCBSRI 2003 - 2005
BCBSRI 2001 - 2003
Tufts Health Plan 1999 - 2001
Skills
Outsourcing Management, Technology Leadership, Business Operations..., Corporate Law, Complex contract..., Vendor contract..., Leadership, Contract Negotiation, Contract Management, Vendor Management, Budgets, Policy, Employee Benefits, Strategy, Outsourcing, Enterprise Software, Finance, Governance, Training, Insurance
Education
Suffolk University Law School 1994 — 1998
JD
Westfield State University 1989 — 1993
BA, Political Science, Criminal Justice
Brown Brothers Harriman 2012 - Present
Law Office of Thomas Alden Manson / Box-to-Box Professional Services 2012 - 2012
Blue Cross Blue Shield of Rhode Island 2010 - 2011
BCBSRI 2008 - 2010
BCBSRI 2005 - 2008
BCBSRI 2003 - 2005
BCBSRI 2001 - 2003
Tufts Health Plan 1999 - 2001
Skills
Outsourcing Management, Technology Leadership, Business Operations..., Corporate Law, Complex contract..., Vendor contract..., Leadership, Contract Negotiation, Contract Management, Vendor Management, Budgets, Policy, Employee Benefits, Strategy, Outsourcing, Enterprise Software, Finance, Governance, Training, Insurance
Education
Suffolk University Law School 1994 — 1998
JD
Westfield State University 1989 — 1993
BA, Political Science, Criminal Justice
Peter Coccia Peter Coccia's Brown Brothers Harriman Experience August 2013 - Present
Job Account Executive at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman August 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
Brown Brothers Harriman May 2011 - August 2011
Education
The College of New Jersey 2009 — 2013
International Business
Brown Brothers Harriman August 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
Brown Brothers Harriman May 2011 - August 2011
Education
The College of New Jersey 2009 — 2013
International Business
Charlie Hulley Charlie Hulley's Brown Brothers Harriman Experience 1986 - 1988
Job Executive Director at JP Morgan
Industry Investment Management
Experience
J.P. Morgan December 2011 - Present
HSBC Private Bank 2007 - December 2011
Northern Trust September 2005 - September 2007
Adams Harkness (now Canaccord Genuity) 2002 - 2005
Yipes Enterprise Services(acquired by Reliance Telecom) 1999 - 2002
Mitsui & Co., Ltd. 1988 - 1998
Brown Brothers Harriman 1986 - 1988
Skills
Investments, Private Equity, Equities, Investment Management, Asset Management, Business Development, Investment Banking, Portfolio Management, Asset Managment, Alternative Investments, Wealth Management, Strategic Partnerships, Private Banking, Risk Management, Financial Services, Relationship Management, Hedge Funds
Education
St. Albans
The George Washington University - School of Business
MBA
University of California, Berkeley
BA
J.P. Morgan December 2011 - Present
HSBC Private Bank 2007 - December 2011
Northern Trust September 2005 - September 2007
Adams Harkness (now Canaccord Genuity) 2002 - 2005
Yipes Enterprise Services(acquired by Reliance Telecom) 1999 - 2002
Mitsui & Co., Ltd. 1988 - 1998
Brown Brothers Harriman 1986 - 1988
Skills
Investments, Private Equity, Equities, Investment Management, Asset Management, Business Development, Investment Banking, Portfolio Management, Asset Managment, Alternative Investments, Wealth Management, Strategic Partnerships, Private Banking, Risk Management, Financial Services, Relationship Management, Hedge Funds
Education
St. Albans
The George Washington University - School of Business
MBA
University of California, Berkeley
BA
Chip Gibson CIC, CISR, AAI Chip Gibson CIC, CISR, AAI's Brown Brothers Harriman Experience January 2005 - October 2006
Job Chief Executive Officer at Deland, Gibson Insurance Associates
Industry Insurance
Experience
Deland, Gibson Insurance Associates January 2015 - Present
Deland, Gibson Insurance Associates, Inc. October 2006 - Present
Brown Brothers Harriman January 2005 - October 2006
Skills
Insurance and Risk..., Risk Reduction, Property & Casualty..., Risk Management, Commercial Insurance, Captives, High Net Worth Insurance, Management Liability, Insurance, Employment Practices..., Professional Liability, Strategy, Workers Compensation, Umbrella Insurance, Directors & Officers...
Education
Syracuse University 2000 — 2004
BA, Political Science, Economics
Belmont Hill School 1997 — 2000
High School
Dexter School 1994 — 1996
Deland, Gibson Insurance Associates January 2015 - Present
Deland, Gibson Insurance Associates, Inc. October 2006 - Present
Brown Brothers Harriman January 2005 - October 2006
Skills
Insurance and Risk..., Risk Reduction, Property & Casualty..., Risk Management, Commercial Insurance, Captives, High Net Worth Insurance, Management Liability, Insurance, Employment Practices..., Professional Liability, Strategy, Workers Compensation, Umbrella Insurance, Directors & Officers...
Education
Syracuse University 2000 — 2004
BA, Political Science, Economics
Belmont Hill School 1997 — 2000
High School
Dexter School 1994 — 1996
Travis Flittner Travis Flittner's Brown Brothers Harriman Experience February 2011 - February 2012
Job Finance at Palantir Technologies
Industry Accounting
Experience
Palantir Technologies February 2012 - Present
Brown Brothers Harriman February 2011 - February 2012
Brown Brothers Harriman February 2008 - February 2011
PricewaterhouseCoopers May 2006 - February 2008
PricewaterhouseCoopers January 2005 - April 2006
Skills
Financial Analysis, Financial Reporting, Accounting, US GAAP, Corporate Finance, Financial Accounting, Consolidation, GAAP
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2004
MAcc, Financial Analysis
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
BSBA, Accounting and Finance
Palantir Technologies February 2012 - Present
Brown Brothers Harriman February 2011 - February 2012
Brown Brothers Harriman February 2008 - February 2011
PricewaterhouseCoopers May 2006 - February 2008
PricewaterhouseCoopers January 2005 - April 2006
Skills
Financial Analysis, Financial Reporting, Accounting, US GAAP, Corporate Finance, Financial Accounting, Consolidation, GAAP
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2004
MAcc, Financial Analysis
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
BSBA, Accounting and Finance
behn goldis behn goldis's Brown Brothers Harriman Experience April 1996 - October 2007
Job Independent Entertainment Professional
Industry Entertainment
Experience
Original JEWmaican Records 1987 - Present
Goldman Sachs March 2008 - December 2008
Brown Brothers Harriman April 1996 - October 2007
Skills
Talent Management, Music Industry, Project Management, Event Management, Social Media, Entrepreneurship, Valuation, Entertainment, Financial Modeling, Banking, Television, Business Analysis, Equities, Financial Analysis, Corporate Finance, Private Equity, Asset Managment, Hedge Funds, Film, Event Planning, Derivatives, Finance, Social Media Marketing
Education
Touro College
Yeshiva University
Original JEWmaican Records 1987 - Present
Goldman Sachs March 2008 - December 2008
Brown Brothers Harriman April 1996 - October 2007
Skills
Talent Management, Music Industry, Project Management, Event Management, Social Media, Entrepreneurship, Valuation, Entertainment, Financial Modeling, Banking, Television, Business Analysis, Equities, Financial Analysis, Corporate Finance, Private Equity, Asset Managment, Hedge Funds, Film, Event Planning, Derivatives, Finance, Social Media Marketing
Education
Touro College
Yeshiva University
Benjamin Orgel Benjamin Orgel's Brown Brothers Harriman Experience June 2012 - August 2012
Job Tower Ventures
Industry Real Estate
Experience
TNBG, LLC January 2015 - Present
Tower Ventures May 2014 - Present
Tower Ventures July 2010 - Present
OFO LLC November 2008 - June 2015
Southwest Value Partners June 2013 - August 2013
DTZ, a UGL company February 2013 - June 2013
Brown Brothers Harriman June 2012 - August 2012
Highland Capital Management June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Twitter, Bloomberg, CRM, Real Estate, Building Relationships, Networking, Private Equity, Investment Properties, Investments, Fixed Income, Due Diligence, Customer Service, Sales, Equities, Real Estate Transactions, Financial Analysis, Finance, Brokerage
Education
The University of Texas at Austin 2011 — 2014
Urban Studies/Affairs
The University of Texas at Austin 2010 — 2014
Real Estate and Business
TNBG, LLC January 2015 - Present
Tower Ventures May 2014 - Present
Tower Ventures July 2010 - Present
OFO LLC November 2008 - June 2015
Southwest Value Partners June 2013 - August 2013
DTZ, a UGL company February 2013 - June 2013
Brown Brothers Harriman June 2012 - August 2012
Highland Capital Management June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Twitter, Bloomberg, CRM, Real Estate, Building Relationships, Networking, Private Equity, Investment Properties, Investments, Fixed Income, Due Diligence, Customer Service, Sales, Equities, Real Estate Transactions, Financial Analysis, Finance, Brokerage
Education
The University of Texas at Austin 2011 — 2014
Urban Studies/Affairs
The University of Texas at Austin 2010 — 2014
Real Estate and Business
Kevin Trabucco Kevin Trabucco's Brown Brothers Harriman Experience May 2014 - June 2015
Job Senior Sales Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2015 - Present
Brown Brothers Harriman May 2014 - June 2015
REIT Management & Research LLC May 2013 - May 2014
The Ohio House of Representatives 2012 - 2013
Akron Children's Hospital 2006 - 2012
St. Victor's Parish 2003 - 2012
Unicorn Realty 2010 - 2010
Skills
Finance, Leadership, Management, Analysis, Portfolio Management, Business Strategy, Corporate Finance, Financial Services, Enterprise Software, Real Estate Development, Brokerage, Microsoft Excel, Data Analysis, PowerPoint, Access, Microsoft Office, Nonprofits, Public Speaking, Research, Financial Analysis
Education
The Ohio State University 2009 — 2013
BSBA, Finance, Minor in Economics
John Hancock Financial Services June 2015 - Present
Brown Brothers Harriman May 2014 - June 2015
REIT Management & Research LLC May 2013 - May 2014
The Ohio House of Representatives 2012 - 2013
Akron Children's Hospital 2006 - 2012
St. Victor's Parish 2003 - 2012
Unicorn Realty 2010 - 2010
Skills
Finance, Leadership, Management, Analysis, Portfolio Management, Business Strategy, Corporate Finance, Financial Services, Enterprise Software, Real Estate Development, Brokerage, Microsoft Excel, Data Analysis, PowerPoint, Access, Microsoft Office, Nonprofits, Public Speaking, Research, Financial Analysis
Education
The Ohio State University 2009 — 2013
BSBA, Finance, Minor in Economics
Craig Ziegler Craig Ziegler's Brown Brothers Harriman Experience 1989 - 1991
Job Global Head Enterprise Sales Strategy
Industry Capital Markets
Experience
Bloomberg LP August 2013 - Present
Gleacher and Company 2008 - 2013
BNY Capital Markets 2001 - 2008
IBeam Broadcasting 2000 - 2001
Sanwa Securities USA 1997 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1997
Barclays de Zoete Wedd Securities 1991 - 1995
Brown Brothers Harriman 1989 - 1991
Skills
Trading, Sales, Fixed Income, Investments, Capital Markets, Equities, Portfolio Management, Bonds, Bloomberg, Hedge Funds, Finance, Strategy, Money Market, Series 7, Risk Management, Structured Products, Financial Markets
Education
Syracuse University 1985 — 1989
Bachelor of Arts (B.A.), Economics/Finance
Bloomberg LP August 2013 - Present
Gleacher and Company 2008 - 2013
BNY Capital Markets 2001 - 2008
IBeam Broadcasting 2000 - 2001
Sanwa Securities USA 1997 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1997
Barclays de Zoete Wedd Securities 1991 - 1995
Brown Brothers Harriman 1989 - 1991
Skills
Trading, Sales, Fixed Income, Investments, Capital Markets, Equities, Portfolio Management, Bonds, Bloomberg, Hedge Funds, Finance, Strategy, Money Market, Series 7, Risk Management, Structured Products, Financial Markets
Education
Syracuse University 1985 — 1989
Bachelor of Arts (B.A.), Economics/Finance
Kevon Davis's Brown Brothers Harriman Experience July 2008 - August 2008
Job Research Analyst at Private Equity International
Industry Market Research
Experience
PEI - Alternative Insight September 2013 - Present
The Joseph I. Lubin House of Syracuse University July 2012 - August 2012
The Silvercrest Center for Nursing and Rehabilitation July 2010 - August 2010
The Boys' Club of New York July 2009 - August 2009
Brown Brothers Harriman July 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, PowerPoint, Research, Analysis, Project Management, Mathlab, Data Entry, Photoshop, Interviews, Recruiting, Teamwork
Education
Syracuse University 2009 — 2013
Bachelor of Science (B.S.), Dual Major: Finance and Management
The Taft School 2005 — 2009
PEI - Alternative Insight September 2013 - Present
The Joseph I. Lubin House of Syracuse University July 2012 - August 2012
The Silvercrest Center for Nursing and Rehabilitation July 2010 - August 2010
The Boys' Club of New York July 2009 - August 2009
Brown Brothers Harriman July 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, PowerPoint, Research, Analysis, Project Management, Mathlab, Data Entry, Photoshop, Interviews, Recruiting, Teamwork
Education
Syracuse University 2009 — 2013
Bachelor of Science (B.S.), Dual Major: Finance and Management
The Taft School 2005 — 2009
Katelyn Maher Katelyn Maher's Brown Brothers Harriman Experience January 2010 - July 2010
Job Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management August 2015 - Present
John Hancock July 2013 - July 2015
Wellington Management June 2012 - May 2013
Northeastern University May 2011 - December 2012
GE Aviation January 2011 - July 2011
Brown Brothers Harriman January 2010 - July 2010
WSFS Bank May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Economics, Admissions, Customer Service, Equities, Data Analysis, Investments, Outlook, Facebook, Analysis, Research
Education
Northeastern University 2008 — 2013
BSBA, Business Administration: Finance and Accounting
The London School of Economics and Political Science (LSE) 2010 — 2010
Economics
Aberdeen Asset Management August 2015 - Present
John Hancock July 2013 - July 2015
Wellington Management June 2012 - May 2013
Northeastern University May 2011 - December 2012
GE Aviation January 2011 - July 2011
Brown Brothers Harriman January 2010 - July 2010
WSFS Bank May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Economics, Admissions, Customer Service, Equities, Data Analysis, Investments, Outlook, Facebook, Analysis, Research
Education
Northeastern University 2008 — 2013
BSBA, Business Administration: Finance and Accounting
The London School of Economics and Political Science (LSE) 2010 — 2010
Economics
Michael A. Shea Michael A. Shea's Brown Brothers Harriman Experience December 1989 - July 1992
Job Data Analyst & Economist, Video Producer
Industry International Trade and Development
Experience
Freelance Video Production April 2015 - Present
USAID Economic Analysis & Data Services June 2006 - April 2015
Development Information Services July 1997 - June 2006
Economic & Social Data Service April 1993 - June 1997
Gimme A Break Press July 1992 - September 1993
Brown Brothers Harriman December 1989 - July 1992
International Treasury Consulting April 1987 - November 1989
Bureau of Economic Analysis April 1984 - April 1987
Skills
International..., Economic Development, Video Production, Video Editing, Research, Writing, Budget Process, Policy Analysis, Data Analysis, Survey Design
Education
University of the District of Columbia 1994 — 1995
Television & Video Production
The New School 1989 — 1992
Economics
The London School of Economics and Political Science (LSE) 1982 — 1983
MSc, Economics
William & Mary 1978 — 1982
BA, Economics
University of St. Andrews 1980 — 1981
Philosophy & Economic History
Notre Dame High School, West Haven 1974 — 1978
High School, Diploma
Freelance Video Production April 2015 - Present
USAID Economic Analysis & Data Services June 2006 - April 2015
Development Information Services July 1997 - June 2006
Economic & Social Data Service April 1993 - June 1997
Gimme A Break Press July 1992 - September 1993
Brown Brothers Harriman December 1989 - July 1992
International Treasury Consulting April 1987 - November 1989
Bureau of Economic Analysis April 1984 - April 1987
Skills
International..., Economic Development, Video Production, Video Editing, Research, Writing, Budget Process, Policy Analysis, Data Analysis, Survey Design
Education
University of the District of Columbia 1994 — 1995
Television & Video Production
The New School 1989 — 1992
Economics
The London School of Economics and Political Science (LSE) 1982 — 1983
MSc, Economics
William & Mary 1978 — 1982
BA, Economics
University of St. Andrews 1980 — 1981
Philosophy & Economic History
Notre Dame High School, West Haven 1974 — 1978
High School, Diploma
Patricia Tyler Patricia Tyler's Brown Brothers Harriman Experience 1998 - 2001
Job Finance executive with expertise in marketing, client relations & business development
Industry Investment Management
Experience
Brown Brothers Harriman 1998 - 2001
SBC Warburg 1992 - 1998
Skills
Equity Research Analysis, Latin American markets, Private Banking, Asset Management, Marketing, Marketing Strategy, Private Equity, Business Development, Portfolio Management, Asset Allocation, Relationship Management, Investment Banking, Financial Modeling, International Business, Personal Trust..., Latin American Business
Education
Thunderbird School of Global Management 1990 — 1992
Master of Business Administration (M.B.A.)
University of Maryland College Park 1985 — 1988
Bachelor’s Degree
Brown Brothers Harriman 1998 - 2001
SBC Warburg 1992 - 1998
Skills
Equity Research Analysis, Latin American markets, Private Banking, Asset Management, Marketing, Marketing Strategy, Private Equity, Business Development, Portfolio Management, Asset Allocation, Relationship Management, Investment Banking, Financial Modeling, International Business, Personal Trust..., Latin American Business
Education
Thunderbird School of Global Management 1990 — 1992
Master of Business Administration (M.B.A.)
University of Maryland College Park 1985 — 1988
Bachelor’s Degree
Elizabeth McNeill Elizabeth McNeill's Brown Brothers Harriman Experience June 2013 - August 2013
Job Tenant Coordinator at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield June 2015 - Present
Boston Real Estate Collaborative January 2015 - June 2015
CBS Radio June 2014 - January 2015
Brown Brothers Harriman June 2013 - August 2013
Susquehanna University August 2012 - August 2013
Susquehanna University August 2011 - August 2013
Skills
Microsoft Word, Time Management, Facebook, Microsoft Excel, PowerPoint, Marketing, Microsoft Office, Event Planning, Research, Teamwork, Finance, Fundraising, Social Media, Leadership, Public Speaking, Social Media Marketing, Social Networking, Sourcing, Global Trade Management, Data Analysis, Press Releases, Market Research, Outlook, Access, Real Estate Development, Real Estate
Education
Massachusetts Academy of Real Estate 2014 — 2014
Massachusetts Real Estate Salesperson License
Susquehanna University 2010 — 2014
Bachelor's Degree, Business Administration, Finance, G.P.A. 3.6
Cushman & Wakefield June 2015 - Present
Boston Real Estate Collaborative January 2015 - June 2015
CBS Radio June 2014 - January 2015
Brown Brothers Harriman June 2013 - August 2013
Susquehanna University August 2012 - August 2013
Susquehanna University August 2011 - August 2013
Skills
Microsoft Word, Time Management, Facebook, Microsoft Excel, PowerPoint, Marketing, Microsoft Office, Event Planning, Research, Teamwork, Finance, Fundraising, Social Media, Leadership, Public Speaking, Social Media Marketing, Social Networking, Sourcing, Global Trade Management, Data Analysis, Press Releases, Market Research, Outlook, Access, Real Estate Development, Real Estate
Education
Massachusetts Academy of Real Estate 2014 — 2014
Massachusetts Real Estate Salesperson License
Susquehanna University 2010 — 2014
Bachelor's Degree, Business Administration, Finance, G.P.A. 3.6
Aylin Feliz Aylin Feliz's Brown Brothers Harriman Experience June 2015 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
GW-Center for International Business Education and Research October 2011 - May 2015
Brown Brothers Harriman June 2014 - August 2014
Amazing Auto Service June 2013 - August 2013
New England Aquarium June 2009 - May 2011
Skills
Spanish, Event Planning, Microsoft Office, PowerPoint, Organization, Customer Service, Microsoft Excel, Facebook, Social Networking, Microsoft Word, Social Media
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration, Finance and International Business
Universidad Torcuato di Tella 2013 — 2013
Bachelor of Business Administration (BBA), International Business
Milton Academy 2007 — 2011
High School Diploma
Brown Brothers Harriman June 2015 - Present
GW-Center for International Business Education and Research October 2011 - May 2015
Brown Brothers Harriman June 2014 - August 2014
Amazing Auto Service June 2013 - August 2013
New England Aquarium June 2009 - May 2011
Skills
Spanish, Event Planning, Microsoft Office, PowerPoint, Organization, Customer Service, Microsoft Excel, Facebook, Social Networking, Microsoft Word, Social Media
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration, Finance and International Business
Universidad Torcuato di Tella 2013 — 2013
Bachelor of Business Administration (BBA), International Business
Milton Academy 2007 — 2011
High School Diploma
Catherine McLaughlin's Brown Brothers Harriman Experience September 2014 - August 2015
Job CSG Associate: Fund Accounting Oversight at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - August 2015
State Street June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, Stata, Bloomberg Terminal, Economic History, Economics, ETFs
Education
The London School of Economics and Political Science (LSE) 2015 — 2016
Master’s Degree, Economic History
The London School of Economics and Political Science (LSE) 2012 — 2014
Bachelor of Science (BS), Economic History, 2.1 (British System)
Bates College 2010 — 2012
Bachelor's degree, Economics
Phillips Academy Andover 2006 — 2010
Brown Brothers Harriman September 2014 - August 2015
State Street June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, Stata, Bloomberg Terminal, Economic History, Economics, ETFs
Education
The London School of Economics and Political Science (LSE) 2015 — 2016
Master’s Degree, Economic History
The London School of Economics and Political Science (LSE) 2012 — 2014
Bachelor of Science (BS), Economic History, 2.1 (British System)
Bates College 2010 — 2012
Bachelor's degree, Economics
Phillips Academy Andover 2006 — 2010
Matthew Cuvelier Matthew Cuvelier's Brown Brothers Harriman Experience June 2013 - December 2013
Job Master of Science in Finance Candidate 2016 Vanderbilt Owen Graduate School of Management
Industry Financial Services
Experience
Wall Street Systems January 2014 - April 2015
Brown Brothers Harriman June 2013 - December 2013
Lake Water Capital July 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Word, Microsoft Excel, Sales, Business Analysis, PowerPoint, Teamwork
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2016
Master’s Degree, Finance Canidate
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (BS), Finance, General
Wall Street Systems January 2014 - April 2015
Brown Brothers Harriman June 2013 - December 2013
Lake Water Capital July 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Word, Microsoft Excel, Sales, Business Analysis, PowerPoint, Teamwork
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2016
Master’s Degree, Finance Canidate
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (BS), Finance, General
Brandon Zimerman Brandon Zimerman's Brown Brothers Harriman Experience June 2011 - April 2013
Job Client Services AnalystCapital Markets at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2014 - Present
Morgan Stanley Private Wealth Management April 2013 - June 2014
Brown Brothers Harriman June 2011 - April 2013
Riverstone Holdings LLC January 2011 - May 2011
JP Morgan Chase June 2009 - August 2009
Skills
Finance, Microsoft Excel, Outlook, PowerPoint, Equities, Hedge Funds, Financial Analysis, Asset Managment, Portfolio Management, Investments, Securities
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelors of Science, Finance and Emerging Enterprise & Entrepreneurship
Morgan Stanley Private Wealth Management June 2014 - Present
Morgan Stanley Private Wealth Management April 2013 - June 2014
Brown Brothers Harriman June 2011 - April 2013
Riverstone Holdings LLC January 2011 - May 2011
JP Morgan Chase June 2009 - August 2009
Skills
Finance, Microsoft Excel, Outlook, PowerPoint, Equities, Hedge Funds, Financial Analysis, Asset Managment, Portfolio Management, Investments, Securities
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelors of Science, Finance and Emerging Enterprise & Entrepreneurship
Ray Chery Ray Chery's Brown Brothers Harriman Experience 2006 - 2009
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. July 2011 - December 2014
Brown Brothers Harriman 2006 - 2009
Skills
Equities, Investment Banking, Bloomberg, Financial Modeling, Valuation, Private Equity, Business Strategy, Financial Services, Due Diligence, LBO, Finance, Strategy, Credit
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Economics, Organizational Behavior
Tufts University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. July 2011 - December 2014
Brown Brothers Harriman 2006 - 2009
Skills
Equities, Investment Banking, Bloomberg, Financial Modeling, Valuation, Private Equity, Business Strategy, Financial Services, Due Diligence, LBO, Finance, Strategy, Credit
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Economics, Organizational Behavior
Tufts University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Lori Minogue, CPA's Brown Brothers Harriman Experience May 2008 - August 2008
Job Manager at Baker Tilly Virchow Krause LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP July 2010 - Present
Brown Brothers Harriman May 2008 - August 2008
Education
The College of New Jersey 2006 — 2010
Accountancy, Accounting; Minor: Spanish
Baker Tilly Virchow Krause, LLP July 2010 - Present
Brown Brothers Harriman May 2008 - August 2008
Education
The College of New Jersey 2006 — 2010
Accountancy, Accounting; Minor: Spanish
Rich Rodriguez III Rich Rodriguez III's Brown Brothers Harriman Experience October 1998 - April 2004
Job MBA Professional
Industry Financial Services
Experience
Brookfield Global Relocation Services May 2014 - Present
Alexander's Mobility Services September 2012 - May 2014
Prudential Relocation/Brookfield Relocation Services January 2007 - March 2012
NuWay Realty November 2005 - January 2007
Prudential Relocation July 2004 - October 2005
Brown Brothers Harriman October 1998 - April 2004
Skills
Lotus Notes, Health Savings Accounts, Real Estate, Investments, Relocation, Short Sales, Sales, Marketing, Management, Customer Service, Sellers, Process Improvement, Selling, Time Management, Access, Corporate Relocation, CRM, Project Management, Coaching, Outlook, Customer Satisfaction, Analysis, Leadership, Contract Negotiation, Negotiation, Team Building, Training, Strategic Planning, Account Management, Budgets, Business Development, New Business Development, Operations Management, Finance
Education
University of Phoenix 2008 — 2009
MBA, Business Administration
Bud Crawley Real Estate School 2005 — 2005
License, Real Estate
New School University 2001 — 2002
Master of Arts (MA), International Relations and Affairs, 3.4
State University of New York College at Oneonta 1997 — 2000
BS, Mathematics
Brookfield Global Relocation Services May 2014 - Present
Alexander's Mobility Services September 2012 - May 2014
Prudential Relocation/Brookfield Relocation Services January 2007 - March 2012
NuWay Realty November 2005 - January 2007
Prudential Relocation July 2004 - October 2005
Brown Brothers Harriman October 1998 - April 2004
Skills
Lotus Notes, Health Savings Accounts, Real Estate, Investments, Relocation, Short Sales, Sales, Marketing, Management, Customer Service, Sellers, Process Improvement, Selling, Time Management, Access, Corporate Relocation, CRM, Project Management, Coaching, Outlook, Customer Satisfaction, Analysis, Leadership, Contract Negotiation, Negotiation, Team Building, Training, Strategic Planning, Account Management, Budgets, Business Development, New Business Development, Operations Management, Finance
Education
University of Phoenix 2008 — 2009
MBA, Business Administration
Bud Crawley Real Estate School 2005 — 2005
License, Real Estate
New School University 2001 — 2002
Master of Arts (MA), International Relations and Affairs, 3.4
State University of New York College at Oneonta 1997 — 2000
BS, Mathematics
Jack Tracy's Brown Brothers Harriman Experience October 2013 - Present
Job Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2013 - Present
Phoenix Charter Academy Network August 2012 - June 2013
YMCA Camp Belknap June 2008 - August 2012
Skills
Tutoring, Curriculum Design, Curriculum Development, Nonprofits, Research, Teaching, Teaching English as a..., Leadership, Microsoft Office, Public Speaking, Event Planning, PowerPoint, Social Media, Community Outreach, Editing, Higher Education, Social Networking, Troubleshooting
Education
The College of Wooster 2008 — 2012
Bachelors degree, English Language and Literature, General
Wellesley High School 2004 — 2008
Brown Brothers Harriman October 2013 - Present
Phoenix Charter Academy Network August 2012 - June 2013
YMCA Camp Belknap June 2008 - August 2012
Skills
Tutoring, Curriculum Design, Curriculum Development, Nonprofits, Research, Teaching, Teaching English as a..., Leadership, Microsoft Office, Public Speaking, Event Planning, PowerPoint, Social Media, Community Outreach, Editing, Higher Education, Social Networking, Troubleshooting
Education
The College of Wooster 2008 — 2012
Bachelors degree, English Language and Literature, General
Wellesley High School 2004 — 2008
Franklin Hoyt's Brown Brothers Harriman Experience October 2012 - June 2014
Job Assistant Comptroller at N.E.L. Corporation
Industry Accounting
Experience
N.E.L. Corporation July 2014 - Present
Brown Brothers Harriman October 2012 - June 2014
Perkins Engineering May 2011 - August 2011
Skills
Finance, Economics, Accounting, ETFs, Microsoft Excel, Asset Management, Banking, Equities, Bloomberg, Financial Modeling, Financial Analysis, Fixed Income, Financial Services, Investments, Hedge Funds
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
N.E.L. Corporation July 2014 - Present
Brown Brothers Harriman October 2012 - June 2014
Perkins Engineering May 2011 - August 2011
Skills
Finance, Economics, Accounting, ETFs, Microsoft Excel, Asset Management, Banking, Equities, Bloomberg, Financial Modeling, Financial Analysis, Fixed Income, Financial Services, Investments, Hedge Funds
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
William Grafton William Grafton's Brown Brothers Harriman Experience November 2011 - February 2012
Job Senior Payroll Consultant at United States Senate
Industry Information Technology and Services
Experience
United States Senate September 2013 - Present
STA GLOBAL March 2013 - September 2013
Delhaize Group (MIPRO CONSULTING) February 2012 - February 2013
Brown Brothers Harriman November 2011 - February 2012
TIFFANY AND COMPANY March 2011 - October 2011
MIPRO Consulting February 2011 - February 2011
Teradata October 2010 - January 2011
Pentair August 2010 - October 2010
Shands Healthcare, University of Florida May 2010 - July 2010
Verizon February 2008 - May 2010
Skills
PeopleSoft Payroll, HRIS, SQR, HCM, Functional Business..., ERP Project Manager, PeopleCode, PeopleTools, SQL, PeopleSoft Application..., HR Consulting, Requirements Analysis, QA Testing, QA Lead, PeopleSoft, Integration, End User Training, Requirements Gathering, Business Process, Payroll, Quality Assurance, Visio, Software Documentation, ERP
Education
Youngstown State University 1982 — 1986
Bachelor of Science (BS), Computer Technology/Computer Systems Technology
Thiel College
United States Senate September 2013 - Present
STA GLOBAL March 2013 - September 2013
Delhaize Group (MIPRO CONSULTING) February 2012 - February 2013
Brown Brothers Harriman November 2011 - February 2012
TIFFANY AND COMPANY March 2011 - October 2011
MIPRO Consulting February 2011 - February 2011
Teradata October 2010 - January 2011
Pentair August 2010 - October 2010
Shands Healthcare, University of Florida May 2010 - July 2010
Verizon February 2008 - May 2010
Skills
PeopleSoft Payroll, HRIS, SQR, HCM, Functional Business..., ERP Project Manager, PeopleCode, PeopleTools, SQL, PeopleSoft Application..., HR Consulting, Requirements Analysis, QA Testing, QA Lead, PeopleSoft, Integration, End User Training, Requirements Gathering, Business Process, Payroll, Quality Assurance, Visio, Software Documentation, ERP
Education
Youngstown State University 1982 — 1986
Bachelor of Science (BS), Computer Technology/Computer Systems Technology
Thiel College
Hassana Holden Hassana Holden's Brown Brothers Harriman Experience 1994 - 1995
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
CIBC World Markets 1999 - 2001
Scudder Kemper Investments 1995 - 1999
Brown Brothers Harriman 1994 - 1995
UPS 1992 - 1994
Education
The College of New Jersey 1987 — 1992
B.S.
CIBC World Markets 1999 - 2001
Scudder Kemper Investments 1995 - 1999
Brown Brothers Harriman 1994 - 1995
UPS 1992 - 1994
Education
The College of New Jersey 1987 — 1992
B.S.
Jennifer Pasquino Jennifer Pasquino's Brown Brothers Harriman Experience June 1994 - August 1998
Job SVP Finance at ProBuild
Industry Consumer Goods
Experience
ProBuild March 2014 - Present
ProBuild November 2011 - March 2014
Pepsi Beverages Company August 2007 - March 2011
Pepsi Beverages Company February 2005 - August 2007
Pepsi Bottling Group January 2002 - February 2005
Pepsi Bottling Group October 1998 - January 2002
Brown Brothers Harriman June 1994 - August 1998
Skills
Acquisition Integration, Strategic Planning, Mergers, Accounting, P&L Management, Team Management, Pricing, Cash Management, Cash Flow, Forecasting, Financial Analysis, Process Improvement, Compliance, Consumer Products, Change Management, Capital Management, Cross-functional Team..., P&L, SOX, Budgeting, Mentoring, Financial Management, Planning, Mergers & Acquisitions, Management, Income Statement, Sarbanes-Oxley Act, Business Strategy, Managerial Finance, Budgets, Leadership
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Corporate Finance
The Ohio State University 1986 — 1990
BA, Economics
ProBuild March 2014 - Present
ProBuild November 2011 - March 2014
Pepsi Beverages Company August 2007 - March 2011
Pepsi Beverages Company February 2005 - August 2007
Pepsi Bottling Group January 2002 - February 2005
Pepsi Bottling Group October 1998 - January 2002
Brown Brothers Harriman June 1994 - August 1998
Skills
Acquisition Integration, Strategic Planning, Mergers, Accounting, P&L Management, Team Management, Pricing, Cash Management, Cash Flow, Forecasting, Financial Analysis, Process Improvement, Compliance, Consumer Products, Change Management, Capital Management, Cross-functional Team..., P&L, SOX, Budgeting, Mentoring, Financial Management, Planning, Mergers & Acquisitions, Management, Income Statement, Sarbanes-Oxley Act, Business Strategy, Managerial Finance, Budgets, Leadership
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Corporate Finance
The Ohio State University 1986 — 1990
BA, Economics
Neel Tiku Neel Tiku's Brown Brothers Harriman Experience January 2003 - January 2005
Job Wealth Advisor at Peak Financial Management
Industry Financial Services
Experience
Peak Financial Management November 2007 - Present
Brown Brothers Harriman January 2003 - January 2005
Skills
Investments, Asset Allocation, Portfolio Management, Equity Research, Mutual Funds, Emerging Markets, Alternative Investments, Asset Managment, Asset Management, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Marketing, Investment Strategies
Education
The Johns Hopkins University 1999 — 2002
B.A., International Relations and Finance
Middlesex School 1995 — 1999
Peak Financial Management November 2007 - Present
Brown Brothers Harriman January 2003 - January 2005
Skills
Investments, Asset Allocation, Portfolio Management, Equity Research, Mutual Funds, Emerging Markets, Alternative Investments, Asset Managment, Asset Management, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Marketing, Investment Strategies
Education
The Johns Hopkins University 1999 — 2002
B.A., International Relations and Finance
Middlesex School 1995 — 1999
Walt Norley Walt Norley's Brown Brothers Harriman Experience March 2012 - March 2013
Job
Industry Venture Capital & Private Equity
Experience
OnGolf USA March 2015 - Present
The Norley Group 2012 - Present
Element Blue July 2012 - July 2014
Brown Brothers Harriman March 2012 - March 2013
IBM Smart Cities 2012 - 2013
UgMO Technologies March 2010 - May 2012
UgMO Technologies (Formerly Advanced Sensor Technology) March 2002 - January 2010
Advanced Aeration Systems, Inc 2000 - 2005
JM & Company 1997 - 2000
IVG Composites, Inc 1991 - 1997
Skills
Business Development, Management, Start-ups, Business Strategy, Strategic Planning, Product Development, Business Planning, Marketing Strategy, Sales Management, Negotiation, Contract Negotiation, Mergers, Fundraising, Cross Functional Team..., Executive Management, Strategic Partnerships, Product Management, Strategy, Mergers & Acquisitions, Management Consulting, Product Marketing, Entrepreneurship
Education
University of Georgia 1982 — 1984
Business Management
The Ohio State University 1981 — 1982
Fisher Collge of Business
Germantown Academy 1977 — 1981
OnGolf USA March 2015 - Present
The Norley Group 2012 - Present
Element Blue July 2012 - July 2014
Brown Brothers Harriman March 2012 - March 2013
IBM Smart Cities 2012 - 2013
UgMO Technologies March 2010 - May 2012
UgMO Technologies (Formerly Advanced Sensor Technology) March 2002 - January 2010
Advanced Aeration Systems, Inc 2000 - 2005
JM & Company 1997 - 2000
IVG Composites, Inc 1991 - 1997
Skills
Business Development, Management, Start-ups, Business Strategy, Strategic Planning, Product Development, Business Planning, Marketing Strategy, Sales Management, Negotiation, Contract Negotiation, Mergers, Fundraising, Cross Functional Team..., Executive Management, Strategic Partnerships, Product Management, Strategy, Mergers & Acquisitions, Management Consulting, Product Marketing, Entrepreneurship
Education
University of Georgia 1982 — 1984
Business Management
The Ohio State University 1981 — 1982
Fisher Collge of Business
Germantown Academy 1977 — 1981
Nancy Sinclair's Brown Brothers Harriman Experience October 2011 - March 2012
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Tufts Health Plan – Network Health March 2015 - Present
Sabre Hospitality Solutions August 2014 - February 2015
Fidelity Investments April 2014 - August 2014
Massachusetts Health Connector April 2013 - March 2014
Fidelity Investments June 2012 - March 2013
Women's Lunch Place May 2012 - June 2012
Brown Brothers Harriman October 2011 - March 2012
Fidelity Investments May 2011 - October 2011
Putnam Investments October 2010 - March 2011
FundQuest June 2008 - July 2010
Skills
Requirements Gathering, Microsoft SQL Server, Quality Assurance, Visio, Crystal Reports, Functional..., User Acceptance Testing, Data Modeling, SQL, XML, Affordable Care Act, Business Specifications, Process Flow, Data Analysis, Healthcare Information..., Use Case Analysis, Data Mapping, Requirement..., Technical Specifications, Flow Charts, Flow Diagrams, Dependable Team Player, Concensus Builder, HIPAA, Test Cases, Test Planning, System Testing, Production Support, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, HTML, VBScript, Microsoft Access, Back Office, Middle Office, Front Office, Front Office Trading..., Security Master Data, Portfolio Performance..., Full SDLC, Agile Methodolgy, OBIEE, Netezza, Analysis, Systems Analysis, Agile Methodologies, SDLC
Education
The University of Georgia 1990 — 1992
Master of Applied Mathematical Sciences, Applied Mathematics
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science, Mathematics
Tufts Health Plan – Network Health March 2015 - Present
Sabre Hospitality Solutions August 2014 - February 2015
Fidelity Investments April 2014 - August 2014
Massachusetts Health Connector April 2013 - March 2014
Fidelity Investments June 2012 - March 2013
Women's Lunch Place May 2012 - June 2012
Brown Brothers Harriman October 2011 - March 2012
Fidelity Investments May 2011 - October 2011
Putnam Investments October 2010 - March 2011
FundQuest June 2008 - July 2010
Skills
Requirements Gathering, Microsoft SQL Server, Quality Assurance, Visio, Crystal Reports, Functional..., User Acceptance Testing, Data Modeling, SQL, XML, Affordable Care Act, Business Specifications, Process Flow, Data Analysis, Healthcare Information..., Use Case Analysis, Data Mapping, Requirement..., Technical Specifications, Flow Charts, Flow Diagrams, Dependable Team Player, Concensus Builder, HIPAA, Test Cases, Test Planning, System Testing, Production Support, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, HTML, VBScript, Microsoft Access, Back Office, Middle Office, Front Office, Front Office Trading..., Security Master Data, Portfolio Performance..., Full SDLC, Agile Methodolgy, OBIEE, Netezza, Analysis, Systems Analysis, Agile Methodologies, SDLC
Education
The University of Georgia 1990 — 1992
Master of Applied Mathematical Sciences, Applied Mathematics
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science, Mathematics
Cindy Arcari's Brown Brothers Harriman Experience 1990 - 1996
Job Experienced Sales Management Executive
Industry Financial Services
Experience
Fidessa October 2005 - January 2011
Latentzero February 2003 - October 2005
The Macgregor Group 1999 - 2003
Princeton Financial Systems 1996 - 2000
Brown Brothers Harriman 1990 - 1996
Skills
Electronic Trading, Trading Systems, Equities, Order Management, Market Data, Derivatives, Hedge Funds, Financial Markets, Asset Managment, Bloomberg, Options, Reference Data, FX Options, Low Latency, Back Office, Fixed Income, Asset Management, Financial Services, Market Risk, Business Analysis, Wealth Management, Middle Office, Prime Brokerage, FX trading, Series 7, Foreign Exchange, Financial Risk, Investment Banking, Equity Derivatives, Emerging Markets, Risk Management, Relationship Management, Investment Management, Commodity, Technical Analysis, Securities, Exchange Connectivity, Trading Strategies, Series 63, Mutual Funds, Capital Markets, Bonds, Investments, Interest Rate..., Operational Risk, Bloomberg Terminal, AML, Alternative Investments, Credit Derivatives, Structured Products
Education
The Ohio State University Fisher College of Business 1984 — 1988
BS, Finance
Fidessa October 2005 - January 2011
Latentzero February 2003 - October 2005
The Macgregor Group 1999 - 2003
Princeton Financial Systems 1996 - 2000
Brown Brothers Harriman 1990 - 1996
Skills
Electronic Trading, Trading Systems, Equities, Order Management, Market Data, Derivatives, Hedge Funds, Financial Markets, Asset Managment, Bloomberg, Options, Reference Data, FX Options, Low Latency, Back Office, Fixed Income, Asset Management, Financial Services, Market Risk, Business Analysis, Wealth Management, Middle Office, Prime Brokerage, FX trading, Series 7, Foreign Exchange, Financial Risk, Investment Banking, Equity Derivatives, Emerging Markets, Risk Management, Relationship Management, Investment Management, Commodity, Technical Analysis, Securities, Exchange Connectivity, Trading Strategies, Series 63, Mutual Funds, Capital Markets, Bonds, Investments, Interest Rate..., Operational Risk, Bloomberg Terminal, AML, Alternative Investments, Credit Derivatives, Structured Products
Education
The Ohio State University Fisher College of Business 1984 — 1988
BS, Finance
Adrienne Penta's Brown Brothers Harriman Experience September 2008 - Present
Job Regional Trust Head at Brown Brothers Harriman
Industry Law Practice
Experience
Brown Brothers Harriman September 2008 - Present
Choate, Hall & Stewart October 2003 - August 2008
Education
University of Virginia School of Law 2000 — 2003
JD
The Johns Hopkins University 1996 — 2000
BA, History; Political Science
The Winsor School
Brown Brothers Harriman September 2008 - Present
Choate, Hall & Stewart October 2003 - August 2008
Education
University of Virginia School of Law 2000 — 2003
JD
The Johns Hopkins University 1996 — 2000
BA, History; Political Science
The Winsor School
Craig Reinert CFP®'s Brown Brothers Harriman Experience January 2003 - April 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2008 - October 2012
Brown Brothers Harriman January 2003 - April 2008
Skills
Portfolio Management, Financial Planning, Investments, Asset Allocation, Equities, Financial Modeling, Fixed Income, Securities, Series 7, Strategic Financial...
Education
The Johns Hopkins University 1998 — 2002
Morgan Stanley Smith Barney May 2008 - October 2012
Brown Brothers Harriman January 2003 - April 2008
Skills
Portfolio Management, Financial Planning, Investments, Asset Allocation, Equities, Financial Modeling, Fixed Income, Securities, Series 7, Strategic Financial...
Education
The Johns Hopkins University 1998 — 2002
Amanda Reeves's Brown Brothers Harriman Experience May 2013 - Present
Job Associate, Senior Legal Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2013 - Present
Brown Brothers Harriman October 2014 - December 2014
BBH July 2008 - May 2013
State Street (FKA IBT) July 2005 - July 2008
Eduventures, Inc. January 2005 - April 2005
Eduventures, Inc. June 2004 - January 2005
Trinity College Career Services Office September 2000 - April 2004
Trinity College - Hartford 2000 - 2004
Skills
Research, Financial Services, Microsoft Excel, Data Analysis, Public Speaking, Mutual Funds, Strategic Planning, Analysis, Microsoft Office, Project Management, PowerPoint, Business Development, Nonprofits, Risk Management, Corporate Governance, Securities
Education
Trinity College-Hartford 2000 — 2004
Bachelor of Arts (B.A.), Music
Buckingham Browne & Nichols 1996 — 2000
Brown Brothers Harriman May 2013 - Present
Brown Brothers Harriman October 2014 - December 2014
BBH July 2008 - May 2013
State Street (FKA IBT) July 2005 - July 2008
Eduventures, Inc. January 2005 - April 2005
Eduventures, Inc. June 2004 - January 2005
Trinity College Career Services Office September 2000 - April 2004
Trinity College - Hartford 2000 - 2004
Skills
Research, Financial Services, Microsoft Excel, Data Analysis, Public Speaking, Mutual Funds, Strategic Planning, Analysis, Microsoft Office, Project Management, PowerPoint, Business Development, Nonprofits, Risk Management, Corporate Governance, Securities
Education
Trinity College-Hartford 2000 — 2004
Bachelor of Arts (B.A.), Music
Buckingham Browne & Nichols 1996 — 2000
Brent Roland's Brown Brothers Harriman Experience May 2015 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman May 2015 - Present
iC Consult Americas March 2014 - May 2015
Accenture March 2013 - March 2014
Accenture September 2010 - February 2013
Accenture September 2009 - August 2010
Accenture September 2008 - August 2009
Accenture December 2007 - August 2008
The George Washington University December 2005 - November 2007
The George Washington University September 2004 - December 2005
The George Washington University November 2003 - August 2004
Skills
Security, SDLC, Information Security, Management, Identity Management, Network Security, Application Security, Enterprise Architecture, Proposal Writing, IT Strategy, Requirements Analysis, Business Analysis, SQL, Integration, SOA
Education
The George Washington University 2005 — 2007
Master of Science in Computer Science, Emphasis in Network Security and Engineering Management
The George Washington University 2001 — 2005
Bachelor's degree, Minor in Economics
Brown Brothers Harriman May 2015 - Present
iC Consult Americas March 2014 - May 2015
Accenture March 2013 - March 2014
Accenture September 2010 - February 2013
Accenture September 2009 - August 2010
Accenture September 2008 - August 2009
Accenture December 2007 - August 2008
The George Washington University December 2005 - November 2007
The George Washington University September 2004 - December 2005
The George Washington University November 2003 - August 2004
Skills
Security, SDLC, Information Security, Management, Identity Management, Network Security, Application Security, Enterprise Architecture, Proposal Writing, IT Strategy, Requirements Analysis, Business Analysis, SQL, Integration, SOA
Education
The George Washington University 2005 — 2007
Master of Science in Computer Science, Emphasis in Network Security and Engineering Management
The George Washington University 2001 — 2005
Bachelor's degree, Minor in Economics
Sam Burns's Brown Brothers Harriman Experience November 2010 - September 2012
Job Institutional Portfolio Strategist at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. January 2013 - Present
Brown Brothers Harriman November 2010 - September 2012
State Street Global Markets September 2004 - November 2010
Ned Davis Research 1999 - 2004
Skills
Equity Research, Equities, Investment Strategies, Asset Allocation, Hedge Funds, Portfolio Management, Financial Markets, Bloomberg, FX Options, Capital Markets, Risk Management, Strategy, Macroeconomics, Mutual Funds, Fixed Income, Valuation, Quantitative Analytics, Alternative Investments, Investments, Technical Analysis, Institutional..., Financial Modeling, Series 63, Asset Management, Series 7, Options, Trading, Trading Systems, FINRA, Derivatives, Finance, Investment Management, Equity Trading, Emerging Markets, Equity Valuation, Securities
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
Vanderbilt University 1990 — 1994
BA, Economics
Oppenheimer & Co. January 2013 - Present
Brown Brothers Harriman November 2010 - September 2012
State Street Global Markets September 2004 - November 2010
Ned Davis Research 1999 - 2004
Skills
Equity Research, Equities, Investment Strategies, Asset Allocation, Hedge Funds, Portfolio Management, Financial Markets, Bloomberg, FX Options, Capital Markets, Risk Management, Strategy, Macroeconomics, Mutual Funds, Fixed Income, Valuation, Quantitative Analytics, Alternative Investments, Investments, Technical Analysis, Institutional..., Financial Modeling, Series 63, Asset Management, Series 7, Options, Trading, Trading Systems, FINRA, Derivatives, Finance, Investment Management, Equity Trading, Emerging Markets, Equity Valuation, Securities
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
Vanderbilt University 1990 — 1994
BA, Economics
Harold Citron's Brown Brothers Harriman Experience January 1999 - May 2000
Job Senior Analyst at Information Clearinghouse Creditntell
Industry Financial Services
Experience
Information Clearinghouse Inc. August 2002 - Present
Jefferies & Co. 2000 - 2002
Brown Brothers Harriman January 1999 - May 2000
CIBC World Markets 1998 - 1998
NatWest Markets 1997 - 1997
Value Line 1996 - 1997
ITOCHU International Inc. 1991 - 1994
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Portfolio Management, Asset Managment, Equity Research, Investments, Risk Management, Economics, Credit Risk, Bonds, Credit, Due Diligence, Asset Management, Finance
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA
The George Washington University - School of Business 1986 — 1990
BBA, International Business
Information Clearinghouse Inc. August 2002 - Present
Jefferies & Co. 2000 - 2002
Brown Brothers Harriman January 1999 - May 2000
CIBC World Markets 1998 - 1998
NatWest Markets 1997 - 1997
Value Line 1996 - 1997
ITOCHU International Inc. 1991 - 1994
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Portfolio Management, Asset Managment, Equity Research, Investments, Risk Management, Economics, Credit Risk, Bonds, Credit, Due Diligence, Asset Management, Finance
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA
The George Washington University - School of Business 1986 — 1990
BBA, International Business
Barbara Rufle's Brown Brothers Harriman Experience February 2000 - Present
Job AVP at brown brothers harriman
Industry Banking
Experience
brown brothers harriman February 2000 - Present
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1983
brown brothers harriman February 2000 - Present
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1983
Gregory Courtright's Brown Brothers Harriman Experience October 2000 - Present
Job Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman October 2000 - Present
PricewaterhouseCoopers 1995 - 2000
Coopers & Lybrand 1995 - 2000
Education
Syracuse University 1987 — 1992
Bachelor of Science (B.S.)
Brown Brothers Harriman October 2000 - Present
PricewaterhouseCoopers 1995 - 2000
Coopers & Lybrand 1995 - 2000
Education
Syracuse University 1987 — 1992
Bachelor of Science (B.S.)
r charles shufeldt's Brown Brothers Harriman Experience July 1976 - December 1983
Job Senior Advisor
Industry Investment Banking
Experience
Brown Brothers Harriman & Co January 2010 - Present
SunTrust Bank February 1984 - December 2007
Brown Brothers Harriman July 1976 - December 1983
Skills
Private Equity, Corporate Finance
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1974 — 1976
MA, International Relations
Washington and Lee University 1968 — 1972
Bachelor's degree, European History
Blake School 1965 — 1968
Brown Brothers Harriman & Co January 2010 - Present
SunTrust Bank February 1984 - December 2007
Brown Brothers Harriman July 1976 - December 1983
Skills
Private Equity, Corporate Finance
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1974 — 1976
MA, International Relations
Washington and Lee University 1968 — 1972
Bachelor's degree, European History
Blake School 1965 — 1968
Elizabeth (Lisa) Dorsey's Brown Brothers Harriman Experience July 1995 - June 2000
Job Senior VicePresident Institutional Equity Sales Miller Tabak & Co
Industry Capital Markets
Experience
Miller Tabak & Co September 2006 - Present
Brown Brothers Harriman July 1995 - June 2000
Skills
Equity Research, Equity Trading, Investments, Finance, Hedge Funds, Capital Markets, Bloomberg, Equities, Mutual Funds, Trading, Trading Systems, Asset Management, Risk Management, Series 63, Fixed Income, Derivatives, Portfolio Management, Securities, Valuation, Series 7, Options, ETFs, Investment Banking, Equity Derivatives, Private Placements
Education
London School of Economics and Political Science
Diploma and Msc, Economics and European History
University of Maryland College Park
Bachelor's degree, Economics and Politics
Miller Tabak & Co September 2006 - Present
Brown Brothers Harriman July 1995 - June 2000
Skills
Equity Research, Equity Trading, Investments, Finance, Hedge Funds, Capital Markets, Bloomberg, Equities, Mutual Funds, Trading, Trading Systems, Asset Management, Risk Management, Series 63, Fixed Income, Derivatives, Portfolio Management, Securities, Valuation, Series 7, Options, ETFs, Investment Banking, Equity Derivatives, Private Placements
Education
London School of Economics and Political Science
Diploma and Msc, Economics and European History
University of Maryland College Park
Bachelor's degree, Economics and Politics
Brian Rauscher's Brown Brothers Harriman Experience April 2004 - July 2009
Job Chief Portfolio Strategist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2012 - Present
Wedge Partners 2011 - March 2012
Dahlman Rose & Co. 2011 - November 2011
Fortress Investment Group 2009 - 2010
Brown Brothers Harriman April 2004 - July 2009
Morgan Stanley 1995 - 2001
Skills
Equity Research, Series 7, Valuation, Equities, Bloomberg, Investments, Portfolio Management, Hedge Funds, CFA, Investment Strategies, Series 63, Trading Strategies, Data Modeling, Client Interfacing, Quantitative Analysis, Economics
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance, General
Robert W. Baird & Co. April 2012 - Present
Wedge Partners 2011 - March 2012
Dahlman Rose & Co. 2011 - November 2011
Fortress Investment Group 2009 - 2010
Brown Brothers Harriman April 2004 - July 2009
Morgan Stanley 1995 - 2001
Skills
Equity Research, Series 7, Valuation, Equities, Bloomberg, Investments, Portfolio Management, Hedge Funds, CFA, Investment Strategies, Series 63, Trading Strategies, Data Modeling, Client Interfacing, Quantitative Analysis, Economics
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance, General
Joanne Delli Santi's Brown Brothers Harriman Experience April 2004 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2004 - Present
Education
Syracuse University 1994 — 1998
Syracuse University 1994 — 1998
Brown Brothers Harriman April 2004 - Present
Education
Syracuse University 1994 — 1998
Syracuse University 1994 — 1998
Irene O'Brien's Brown Brothers Harriman Experience September 2012 - August 2013
Job Managing Associate at Beacon Consulting Group
Industry Financial Services
Experience
Beacon Consulting Group September 2013 - Present
Brown Brothers Harriman September 2012 - August 2013
Brown Brothers Harriman August 2010 - September 2012
Brown Brothers Harriman April 2008 - August 2010
NBC Universal April 2007 - April 2008
The Alexander Group August 2006 - April 2007
Washington Mutual June 2005 - September 2005
Brown Brothers Harriman October 1999 - July 2004
RBS Greenwich Capital November 1998 - October 1999
Skills
Strategy, Risk Management, Financial Modeling, Analysis, Analytics, Capital Markets, Mutual Funds, Fixed Income, Management, Investments, Valuation, Finance, Data Analysis, Financial Services, Strategic Planning
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Strategy, Statistics, Managerial and Organizational Behavior
University of Connecticut 1995 — 1998
BA, Economics and Sociology
Beacon Consulting Group September 2013 - Present
Brown Brothers Harriman September 2012 - August 2013
Brown Brothers Harriman August 2010 - September 2012
Brown Brothers Harriman April 2008 - August 2010
NBC Universal April 2007 - April 2008
The Alexander Group August 2006 - April 2007
Washington Mutual June 2005 - September 2005
Brown Brothers Harriman October 1999 - July 2004
RBS Greenwich Capital November 1998 - October 1999
Skills
Strategy, Risk Management, Financial Modeling, Analysis, Analytics, Capital Markets, Mutual Funds, Fixed Income, Management, Investments, Valuation, Finance, Data Analysis, Financial Services, Strategic Planning
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Strategy, Statistics, Managerial and Organizational Behavior
University of Connecticut 1995 — 1998
BA, Economics and Sociology
Ikwonne Ekpene's Brown Brothers Harriman Experience July 2001 - August 2003
Job Investment Accountant Lead
Industry Financial Services
Experience
First American Financial Corporation March 2015 - Present
Capital Group February 2014 - February 2015
Capital Group August 2013 - February 2014
Tisch Financial Management Group April 2008 - May 2013
Morgan Stanley February 2007 - February 2008
Morgan Stanley October 2005 - February 2007
Morgan Stanley August 2003 - September 2005
Brown Brothers Harriman July 2001 - August 2003
KPMG Consulting January 2001 - May 2001
Skills
Mutual Funds, Financial Statements, Investments, Account Reconciliation, Accounting, Analysis
Education
Temple University 1996 — 2000
B.B.A, Accounting & Political Science
First American Financial Corporation March 2015 - Present
Capital Group February 2014 - February 2015
Capital Group August 2013 - February 2014
Tisch Financial Management Group April 2008 - May 2013
Morgan Stanley February 2007 - February 2008
Morgan Stanley October 2005 - February 2007
Morgan Stanley August 2003 - September 2005
Brown Brothers Harriman July 2001 - August 2003
KPMG Consulting January 2001 - May 2001
Skills
Mutual Funds, Financial Statements, Investments, Account Reconciliation, Accounting, Analysis
Education
Temple University 1996 — 2000
B.B.A, Accounting & Political Science
Patricia Williams PMP's Brown Brothers Harriman Experience August 2008 - January 2009
Job Business Analyst at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch May 2009 - Present
Brown Brothers Harriman August 2008 - January 2009
US Trust, Bank of America Private Wealth Management July 2004 - June 2008
Earnings Performance Group November 1994 - July 2004
Financial Technologies April 1988 - November 1994
Education
The University of Sheffield 1976 — 1979
Merrill Lynch May 2009 - Present
Brown Brothers Harriman August 2008 - January 2009
US Trust, Bank of America Private Wealth Management July 2004 - June 2008
Earnings Performance Group November 1994 - July 2004
Financial Technologies April 1988 - November 1994
Education
The University of Sheffield 1976 — 1979
Sai Pavan Kumar Medam's Brown Brothers Harriman Experience October 2012 - Present
Job Sr. BPM Consultant at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman October 2012 - Present
Wells Fargo Home Mortgage April 2012 - September 2012
TD Ameritrade August 2010 - April 2012
BNY Mellon January 2010 - August 2010
RESTAT March 2009 - December 2009
Verizon Data Services January 2008 - February 2009
Bosch North America January 2007 - December 2007
Skills
PL/SQL, Data Warehousing, SQL, Business Intelligence, IBM WebSphere Lombardi..., Lombardi TeamWorks, Java, BPM, Oracle, XML, JavaScript, Lombardi Teamworks, Business Process Design, Agile Methodologies, Eclipse, Java Enterprise Edition, Struts
Education
The University of Memphis 2006 — 2007
Master of Business Administration (MBA), Management Information Systems, General, A
Mahatma Gandhi Institute Of Technology 2000 — 2004
Bachelor of Engineering (B.Eng.), Electronics & Communications
Brown Brothers Harriman October 2012 - Present
Wells Fargo Home Mortgage April 2012 - September 2012
TD Ameritrade August 2010 - April 2012
BNY Mellon January 2010 - August 2010
RESTAT March 2009 - December 2009
Verizon Data Services January 2008 - February 2009
Bosch North America January 2007 - December 2007
Skills
PL/SQL, Data Warehousing, SQL, Business Intelligence, IBM WebSphere Lombardi..., Lombardi TeamWorks, Java, BPM, Oracle, XML, JavaScript, Lombardi Teamworks, Business Process Design, Agile Methodologies, Eclipse, Java Enterprise Edition, Struts
Education
The University of Memphis 2006 — 2007
Master of Business Administration (MBA), Management Information Systems, General, A
Mahatma Gandhi Institute Of Technology 2000 — 2004
Bachelor of Engineering (B.Eng.), Electronics & Communications
Timothy Wozniak's Brown Brothers Harriman Experience 1998 - Present
Job BBH & Co. at Relationship Manager
Industry Financial Services
Experience
Relationship Manager August 1998 - Present
Brown Brothers Harriman 1998 - Present
Skills
Portfolio Management, Fixed Income, Process Improvement, Mutual Funds, Equities, Financial Modeling, Wealth Management, Hedge Funds, Financial Services, Bloomberg
Education
Temple University 1988 — 1993
Bachelor's Degree, Finance
Relationship Manager August 1998 - Present
Brown Brothers Harriman 1998 - Present
Skills
Portfolio Management, Fixed Income, Process Improvement, Mutual Funds, Equities, Financial Modeling, Wealth Management, Hedge Funds, Financial Services, Bloomberg
Education
Temple University 1988 — 1993
Bachelor's Degree, Finance
Michael Soules's Brown Brothers Harriman Experience June 2007 - June 2008
Job Institutional Sales at Global Hunter Securities
Industry Investment Banking
Experience
Global Hunter Securities August 2009 - Present
Brown Brothers Harriman June 2007 - June 2008
Skills
Series 7, Series 63
Education
Trinity College-Hartford 2003 — 2007
Political Science
Global Hunter Securities August 2009 - Present
Brown Brothers Harriman June 2007 - June 2008
Skills
Series 7, Series 63
Education
Trinity College-Hartford 2003 — 2007
Political Science
Amy Morris's Brown Brothers Harriman Experience November 2010 - Present
Job SVP, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2010 - Present
Brown Brothers Harriman January 2009 - November 2010
Brown Brothers Harriman July 2003 - December 2009
Charles Schwab Investment Management March 1997 - May 2002
Fidelity Investments April 1995 - March 1997
Skills
Compliance, Mutual Funds, Securities, Asset Management, Investments, Financial Services, Due Diligence, Corporate Governance, Risk Management, Alternative Investments, Securities Regulation
Education
Suffolk University Law School 1991 — 1994
Doctor of Law (J.D.)
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Brown Brothers Harriman November 2010 - Present
Brown Brothers Harriman January 2009 - November 2010
Brown Brothers Harriman July 2003 - December 2009
Charles Schwab Investment Management March 1997 - May 2002
Fidelity Investments April 1995 - March 1997
Skills
Compliance, Mutual Funds, Securities, Asset Management, Investments, Financial Services, Due Diligence, Corporate Governance, Risk Management, Alternative Investments, Securities Regulation
Education
Suffolk University Law School 1991 — 1994
Doctor of Law (J.D.)
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Kasandra Harley's Brown Brothers Harriman Experience 1997 - 2003
Job Financial Management Analyst
Industry Government Administration
Experience
Boehringer Ingelheim 2003 - 2009
Brown Brothers Harriman 1997 - 2003
PCLC 1993 - 1997
Skills
Lotus Notes, Instructional Design, Cross-functional Team..., Learning Management, Document Management, Microsoft Office, Technical Training, Process Improvement, SharePoint, Technical Writing, Training, Software Documentation, Training Delivery, Quality Assurance, Project Management, Business Analysis, Team Building, Social Media
Education
Syracuse University 1989 — 1993
Boehringer Ingelheim 2003 - 2009
Brown Brothers Harriman 1997 - 2003
PCLC 1993 - 1997
Skills
Lotus Notes, Instructional Design, Cross-functional Team..., Learning Management, Document Management, Microsoft Office, Technical Training, Process Improvement, SharePoint, Technical Writing, Training, Software Documentation, Training Delivery, Quality Assurance, Project Management, Business Analysis, Team Building, Social Media
Education
Syracuse University 1989 — 1993
John Keshner's Brown Brothers Harriman Experience October 2001 - February 2005
Job Managing Director, Endowments and Foundations
Industry Investment Management
Experience
Northern Trust February 2005 - Present
Brown Brothers Harriman October 2001 - February 2005
Montgomery Securities June 2000 - October 2001
Nuveen Investments June 1993 - June 2000
Nuveen Investments January 1990 - August 1991
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Banking, Portfolio Assessment, Portfolio Construction, M&A experience, Manager Search,..., Investment Policy..., Risk Management, Presentations, Market Analysis, Global Economy, Driving Growth, Team Leadership, Team Building, Team Management, Board Relations
Education
The University of Chicago - Booth School of Business 2011 — 2011
Strategic Business Leadership
University of Pennsylvania - The Wharton School 2005 — 2005
Certified Investment Management Analyst
The University of Texas at Austin 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1985 — 1989
Bachelor of Arts (BA), History
Oak Park and River Forest High School 1981 — 1985
Northern Trust February 2005 - Present
Brown Brothers Harriman October 2001 - February 2005
Montgomery Securities June 2000 - October 2001
Nuveen Investments June 1993 - June 2000
Nuveen Investments January 1990 - August 1991
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Banking, Portfolio Assessment, Portfolio Construction, M&A experience, Manager Search,..., Investment Policy..., Risk Management, Presentations, Market Analysis, Global Economy, Driving Growth, Team Leadership, Team Building, Team Management, Board Relations
Education
The University of Chicago - Booth School of Business 2011 — 2011
Strategic Business Leadership
University of Pennsylvania - The Wharton School 2005 — 2005
Certified Investment Management Analyst
The University of Texas at Austin 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1985 — 1989
Bachelor of Arts (BA), History
Oak Park and River Forest High School 1981 — 1985
Chris Brodersen's Brown Brothers Harriman Experience 1987 - 1992
Job Research Lead North American Capital Markets at Accenture
Industry Financial Services
Experience
Accenture February 2014 - Present
Colesbury Capital August 2011 - January 2013
Mizuho Securities USA May 2010 - August 2011
TheInfoPro November 2008 - November 2009
The Basic Industries Group, LLC October 2006 - October 2008
Soleil Securities October 2003 - October 2006
RBC Capital Markets May 1999 - December 2002
UBS Investment Bank February 1997 - July 1998
Deutsche Bank March 1992 - February 1997
Brown Brothers Harriman 1987 - 1992
Skills
Investor Relations, Equities, Customer Relations, Team Leadership, Series 7, Financial Analysis, Securities, Investments, Capital Markets, Venture Capital, Private Equity, Client Service, Equity Research, Financial Services, Customer Service, Risk Management, Portfolio Management, Valuation, Strategy, Fixed Income, Financial Modeling, Bloomberg, Hedge Funds, Alternative Investments, Market Research, Mutual Funds, Equity Trading, Trading, Financial Markets, Business Planning, Due Diligence, Asset Management, Relationship Management, Business Development, Investment Banking, Analysis, Mergers & Acquisitions, Product Management, Institutional..., CRM, Start-ups, Finance, Derivatives, Emerging Markets, Series 63, Options, Equity Valuation, Management, Investment Strategies, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
B.S., Finance and Marketing
Accenture February 2014 - Present
Colesbury Capital August 2011 - January 2013
Mizuho Securities USA May 2010 - August 2011
TheInfoPro November 2008 - November 2009
The Basic Industries Group, LLC October 2006 - October 2008
Soleil Securities October 2003 - October 2006
RBC Capital Markets May 1999 - December 2002
UBS Investment Bank February 1997 - July 1998
Deutsche Bank March 1992 - February 1997
Brown Brothers Harriman 1987 - 1992
Skills
Investor Relations, Equities, Customer Relations, Team Leadership, Series 7, Financial Analysis, Securities, Investments, Capital Markets, Venture Capital, Private Equity, Client Service, Equity Research, Financial Services, Customer Service, Risk Management, Portfolio Management, Valuation, Strategy, Fixed Income, Financial Modeling, Bloomberg, Hedge Funds, Alternative Investments, Market Research, Mutual Funds, Equity Trading, Trading, Financial Markets, Business Planning, Due Diligence, Asset Management, Relationship Management, Business Development, Investment Banking, Analysis, Mergers & Acquisitions, Product Management, Institutional..., CRM, Start-ups, Finance, Derivatives, Emerging Markets, Series 63, Options, Equity Valuation, Management, Investment Strategies, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
B.S., Finance and Marketing
Chris Siler's Brown Brothers Harriman Experience March 2010 - July 2011
Job Business Analyst within Enterprise Risk Management, State Street Corporation
Industry Banking
Experience
State Street Bank August 2011 - Present
Brown Brothers Harriman March 2010 - July 2011
The George Washington University Investment Office June 2008 - May 2009
Senator John McCain's Presidential Campaign March 2007 - May 2007
Skills
Financial Statement..., Economics, Financial Modeling, Data Analysis, Bloomberg, Financial Markets, Analysis, Risk Management, CRM, Business Analysis, Investments, Valuation, Market Research, Capital Markets, Credit Risk, Financial Analysis, Management
Education
The George Washington University 2005 — 2009
Bachelor of Business Administration, Finance, Minor in Economics
Christ Church Episcopal School 2001 — 2005
High School
State Street Bank August 2011 - Present
Brown Brothers Harriman March 2010 - July 2011
The George Washington University Investment Office June 2008 - May 2009
Senator John McCain's Presidential Campaign March 2007 - May 2007
Skills
Financial Statement..., Economics, Financial Modeling, Data Analysis, Bloomberg, Financial Markets, Analysis, Risk Management, CRM, Business Analysis, Investments, Valuation, Market Research, Capital Markets, Credit Risk, Financial Analysis, Management
Education
The George Washington University 2005 — 2009
Bachelor of Business Administration, Finance, Minor in Economics
Christ Church Episcopal School 2001 — 2005
High School
James McLain's Brown Brothers Harriman Experience 2009 - October 2014
Job Managing Director at Coker Capital Advisors
Industry Investment Banking
Experience
Coker Capital Advisors January 2015 - Present
Brown Brothers Harriman 2009 - October 2014
Jefferies & Company April 2004 - April 2008
Credit Suisse First Boston August 1998 - March 2001
Smith Barney Inc. 1994 - 1996
Skills
Equities, Investment Banking, Private Equity, Valuation, Financial Modeling, Chartered Financial..., Capital Markets, Bloomberg
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
Williams College 1989 — 1993
Bachelor of Arts (B.A.), Philosophy
Phillips Academy
Coker Capital Advisors January 2015 - Present
Brown Brothers Harriman 2009 - October 2014
Jefferies & Company April 2004 - April 2008
Credit Suisse First Boston August 1998 - March 2001
Smith Barney Inc. 1994 - 1996
Skills
Equities, Investment Banking, Private Equity, Valuation, Financial Modeling, Chartered Financial..., Capital Markets, Bloomberg
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
Williams College 1989 — 1993
Bachelor of Arts (B.A.), Philosophy
Phillips Academy
John Dore's Brown Brothers Harriman Experience June 2007 - September 2009
Job Member of NY Bar exploring opportunities in intellectual property law
Industry Law Practice
Experience
Fieldhouse Music March 2015 - Present
Whitesmith Entertainment April 2014 - August 2014
Greater Boston Legal Services January 2013 - April 2013
Newport Festivals Foundation July 2012 - August 2012
Booth Sweet LLP May 2012 - August 2012
Recap January 2012 - May 2012
Nelson Mullins May 2011 - August 2011
Emlen Media 2010 - June 2010
Lawyers' Committee for Civil Rights of the San Francisco Bay Area September 2009 - January 2010
Brown Brothers Harriman June 2007 - September 2009
Skills
Account Management
Education
Suffolk University Law School 2010 — 2013
Doctor of Law (JD)
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Middlesex School 1998 — 2001
Fieldhouse Music March 2015 - Present
Whitesmith Entertainment April 2014 - August 2014
Greater Boston Legal Services January 2013 - April 2013
Newport Festivals Foundation July 2012 - August 2012
Booth Sweet LLP May 2012 - August 2012
Recap January 2012 - May 2012
Nelson Mullins May 2011 - August 2011
Emlen Media 2010 - June 2010
Lawyers' Committee for Civil Rights of the San Francisco Bay Area September 2009 - January 2010
Brown Brothers Harriman June 2007 - September 2009
Skills
Account Management
Education
Suffolk University Law School 2010 — 2013
Doctor of Law (JD)
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Middlesex School 1998 — 2001
Steve Fuller, CPA's Brown Brothers Harriman Experience September 2010 - Present
Job Assistant Vice President
Industry Accounting
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds December 2006 - September 2010
Bauerle and Company, PC CPA's September 2003 - November 2006
Skills
Tax, Financial Reporting, Accounting, Auditing, Financial Planning
Education
The University of Montana - School of Business Administration 1999 — 2003
BS in business, Emphasis: Accounting
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds December 2006 - September 2010
Bauerle and Company, PC CPA's September 2003 - November 2006
Skills
Tax, Financial Reporting, Accounting, Auditing, Financial Planning
Education
The University of Montana - School of Business Administration 1999 — 2003
BS in business, Emphasis: Accounting
Shreelakshmi Mangala's Brown Brothers Harriman Experience 2007 - 2007
Job Consultant at State Street
Industry Financial Services
Experience
State Street June 2013 - Present
EnerNOC April 2010 - March 2012
Thomson Reuters April 2008 - May 2010
State Street[IBT] 2007 - 2008
Brown Brothers Harriman 2007 - 2007
Bank of America 2006 - 2007
Skills
Agile Methodologies, Oracle, PL/SQL, SDLC, Unix, SQL, Databases
Education
TEESSIDE UNIVERSITY 2002 — 2004
Computer Studies
State Street June 2013 - Present
EnerNOC April 2010 - March 2012
Thomson Reuters April 2008 - May 2010
State Street[IBT] 2007 - 2008
Brown Brothers Harriman 2007 - 2007
Bank of America 2006 - 2007
Skills
Agile Methodologies, Oracle, PL/SQL, SDLC, Unix, SQL, Databases
Education
TEESSIDE UNIVERSITY 2002 — 2004
Computer Studies
Jean Campbell's Brown Brothers Harriman Experience November 1982 - January 1990
Job Language Specialist at Shearman & Sterling LLP
Industry Translation and Localization
Experience
Shearman & Sterling LLP Adjunct Associate ProfessorNew York University1988 - Present
Brown Brothers Harriman November 1982 - January 1990
Skills
Editing, Spanish, Research, Translation, Intercultural..., French, Proofreading, Multilingual, Foreign Languages, International Law, Management
Education
The New School 1973 — 1981
Ph.D., Philosophy, Economics
Downers Grove HS
Shearman & Sterling LLP Adjunct Associate ProfessorNew York University1988 - Present
Brown Brothers Harriman November 1982 - January 1990
Skills
Editing, Spanish, Research, Translation, Intercultural..., French, Proofreading, Multilingual, Foreign Languages, International Law, Management
Education
The New School 1973 — 1981
Ph.D., Philosophy, Economics
Downers Grove HS
Heather Calderwood's Brown Brothers Harriman Experience July 1998 - August 2000
Job Manager, Derivative Operations at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management Company, LLP June 2014 - Present
Wellington Management January 2010 - June 2014
Wellington Management February 2005 - January 2010
Federal Home Loan Bank of Boston 2000 - 2005
Brown Brothers Harriman July 1998 - August 2000
Skills
Settlement, Derivatives, Securities, Bonds, Bloomberg, Fixed Income, Trading, Equities, Hedge Funds, Investments, Mutual Funds, Asset Management, Financial Modeling, Portfolio Management
Education
University of Massachusetts Boston 1996 — 1998
BA, Economics
The George Washington University 1994 — 1996
Bachelor of Arts (B.A.), Economics
Wellington Management Company, LLP June 2014 - Present
Wellington Management January 2010 - June 2014
Wellington Management February 2005 - January 2010
Federal Home Loan Bank of Boston 2000 - 2005
Brown Brothers Harriman July 1998 - August 2000
Skills
Settlement, Derivatives, Securities, Bonds, Bloomberg, Fixed Income, Trading, Equities, Hedge Funds, Investments, Mutual Funds, Asset Management, Financial Modeling, Portfolio Management
Education
University of Massachusetts Boston 1996 — 1998
BA, Economics
The George Washington University 1994 — 1996
Bachelor of Arts (B.A.), Economics
Samantha Richards's Brown Brothers Harriman Experience November 2010 - Present
Job AVP Business Risk and Control Management at HSBC
Industry Financial Services
Experience
HSBC April 2013 - Present
Brown Brothers Harriman November 2010 - Present
UBS Wealth Management August 2005 - December 2010
UBS Wealth Management August 2005 - January 2009
Education
Temple University - Fox School of Business and Management 2001 — 2005
BBA, Legal Studies
HSBC April 2013 - Present
Brown Brothers Harriman November 2010 - Present
UBS Wealth Management August 2005 - December 2010
UBS Wealth Management August 2005 - January 2009
Education
Temple University - Fox School of Business and Management 2001 — 2005
BBA, Legal Studies
Dan Holcomb's Brown Brothers Harriman Experience June 2003 - August 2003
Job Real Estate Capital Markets at Wells Fargo Bank
Industry Commercial Real Estate
Experience
Wells Fargo April 2010 - Present
Prospect Consulting Group January 2009 - April 2010
CapitalSource April 2007 - January 2009
Mid-Michigan Real Estate and Appraisal Service April 1999 - May 2007
Morgan Stanley Dean Witter April 2004 - June 2005
Brown Brothers Harriman June 2003 - August 2003
Education
University of Michigan 1999 — 2003
B.A., Political Science
The London School of Economics and Political Science (LSE) 2002 — 2002
Political/Economic Theory
Wells Fargo April 2010 - Present
Prospect Consulting Group January 2009 - April 2010
CapitalSource April 2007 - January 2009
Mid-Michigan Real Estate and Appraisal Service April 1999 - May 2007
Morgan Stanley Dean Witter April 2004 - June 2005
Brown Brothers Harriman June 2003 - August 2003
Education
University of Michigan 1999 — 2003
B.A., Political Science
The London School of Economics and Political Science (LSE) 2002 — 2002
Political/Economic Theory
Alan Essner's Brown Brothers Harriman Experience October 1989 - Present
Job Business Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman October 1989 - Present
federal reserve bank 1974 - 1982
Education
The New School 1976 — 1983
MA/ABD, Economics
Manumit 1952 — 1958
Brown Brothers Harriman October 1989 - Present
federal reserve bank 1974 - 1982
Education
The New School 1976 — 1983
MA/ABD, Economics
Manumit 1952 — 1958
Josette Jean-Francois's Brown Brothers Harriman Experience August 2004 - March 2007
Job Senior Director, Global People and Organizational Development at Coach
Industry Human Resources
Experience
Coach February 2012 - Present
The McGraw Hill Companies February 2007 - February 2012
Standard and Poors, The McGraw-Hill Company 2008 - 2011
UBS 2006 - 2009
Brown Brothers Harriman August 2004 - March 2007
JJF Consulting, LLC 2002 - 2004
JPMorgan Chase 2001 - 2002
Skills
Event Planning, Leadership, Talent Management, Human Resources, Succession Planning, Organizational..., Employee Relations, Onboarding, Executive Coaching, Leadership Development, Staff Development, Organizational..., Management Development, Organizational Design, Talent Acquisition, Change Management, Social Media, 360 Feedback, Workshop Facilitation, Culture Change, Vendor Management, HRIS, Personnel Management, Employee Engagement, Performance Management, Workforce Planning, Team Building, Non-profits, Career Development, Recruiting, Customer Service, Organizational Learning, Healthcare, Executive Development, Employee Training, Management Consulting, Employer Branding, Social Networking, Selling Skills, Coaching
Education
Teachers College of Columbia University 1996 — 2000
Master of Arts (MA)
Syracuse University
Bachelor of Business Administration (BBA)
Coach February 2012 - Present
The McGraw Hill Companies February 2007 - February 2012
Standard and Poors, The McGraw-Hill Company 2008 - 2011
UBS 2006 - 2009
Brown Brothers Harriman August 2004 - March 2007
JJF Consulting, LLC 2002 - 2004
JPMorgan Chase 2001 - 2002
Skills
Event Planning, Leadership, Talent Management, Human Resources, Succession Planning, Organizational..., Employee Relations, Onboarding, Executive Coaching, Leadership Development, Staff Development, Organizational..., Management Development, Organizational Design, Talent Acquisition, Change Management, Social Media, 360 Feedback, Workshop Facilitation, Culture Change, Vendor Management, HRIS, Personnel Management, Employee Engagement, Performance Management, Workforce Planning, Team Building, Non-profits, Career Development, Recruiting, Customer Service, Organizational Learning, Healthcare, Executive Development, Employee Training, Management Consulting, Employer Branding, Social Networking, Selling Skills, Coaching
Education
Teachers College of Columbia University 1996 — 2000
Master of Arts (MA)
Syracuse University
Bachelor of Business Administration (BBA)
Nancy Y Kee's Brown Brothers Harriman Experience October 1994 - October 1998
Job Certified Sr. Managing Consultant at IBM Global Services
Industry Information Technology and Services
Experience
IBM Global Services October 1998 - Present
Brown Brothers Harriman October 1994 - October 1998
Chubb Programmer Consultants Group September 1993 - September 1994
Education
Syracuse University
BA, Psychology, Math, Special Education
IBM Global Services October 1998 - Present
Brown Brothers Harriman October 1994 - October 1998
Chubb Programmer Consultants Group September 1993 - September 1994
Education
Syracuse University
BA, Psychology, Math, Special Education
Laura Curry's Brown Brothers Harriman Experience 1995 - 1998
Job Director of Quality Assurance at EvoText, Inc.
Industry Computer Software
Experience
EvoText, Inc. February 2015 - Present
EvoText, Inc. January 2013 - January 2015
SunGard February 2012 - December 2012
Akaza Research October 2011 - February 2012
SunGard January 1999 - June 2011
Fidelity Investments 1996 - 1998
Brown Brothers Harriman 1995 - 1998
Skills
SQL, DB2, COBOL, XML, Unix, MS Project, Software, Visual Basic, Java, Bugzilla, HTML, Microsoft SQL Server, Windows, Crystal Reports, Databases, MySQL, OS/2, Operating Systems, Windows NT, Lotus Notes, Test Planning, Regression Testing, Quality Assurance, PL/SQL, Test Management
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
B.S., MIS
EvoText, Inc. February 2015 - Present
EvoText, Inc. January 2013 - January 2015
SunGard February 2012 - December 2012
Akaza Research October 2011 - February 2012
SunGard January 1999 - June 2011
Fidelity Investments 1996 - 1998
Brown Brothers Harriman 1995 - 1998
Skills
SQL, DB2, COBOL, XML, Unix, MS Project, Software, Visual Basic, Java, Bugzilla, HTML, Microsoft SQL Server, Windows, Crystal Reports, Databases, MySQL, OS/2, Operating Systems, Windows NT, Lotus Notes, Test Planning, Regression Testing, Quality Assurance, PL/SQL, Test Management
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
B.S., MIS
Tucker White's Brown Brothers Harriman Experience May 1984 - February 1986
Job White Cloud Sales Solutions
Industry Information Services
Experience
White Cloud Sales Solutions December 2012 - Present
Acomodaciones, S.A. June 1993 - December 2012
Fairchild Associates May 1988 - December 1992
Phoenix Management Company (Sub of PWMIC) October 1986 - April 1988
Peterson Wealth Management Investment Companies February 1986 - September 1986
Brown Brothers Harriman May 1984 - February 1986
Skills
Strategic Planning, Management Consulting, Business Strategy, Strategy, New Business Development, Project Management, Marketing Strategy, Team Building, Start-ups, Change Management, Entrepreneurship, Program Management, Business Development, Business Planning, Leadership Development, SAAS
Education
Thunderbird School of Global Management 1990 — 1992
MIM/MBA - Global Marketing, Global Business
Westminster College (MO) 1979 — 1984
Bachelor's Degree, Psychology
White Cloud Sales Solutions December 2012 - Present
Acomodaciones, S.A. June 1993 - December 2012
Fairchild Associates May 1988 - December 1992
Phoenix Management Company (Sub of PWMIC) October 1986 - April 1988
Peterson Wealth Management Investment Companies February 1986 - September 1986
Brown Brothers Harriman May 1984 - February 1986
Skills
Strategic Planning, Management Consulting, Business Strategy, Strategy, New Business Development, Project Management, Marketing Strategy, Team Building, Start-ups, Change Management, Entrepreneurship, Program Management, Business Development, Business Planning, Leadership Development, SAAS
Education
Thunderbird School of Global Management 1990 — 1992
MIM/MBA - Global Marketing, Global Business
Westminster College (MO) 1979 — 1984
Bachelor's Degree, Psychology
Anthony Sylvester's Brown Brothers Harriman Experience July 2010 - Present
Job Financial Services
Industry Investment Management
Experience
Brown Brothers Harriman July 2010 - Present
Batterymarch Financial Management January 2005 - March 2009
Mellon Global Security Services 2003 - 2005
Conning Asset Management 2001 - 2001
Aeltus Investment Management 1999 - 2000
Education
The University of Connecticut School of Business 2000 — 2002
MBA
University of Connecticut 1997 — 2000
BS
Brown Brothers Harriman July 2010 - Present
Batterymarch Financial Management January 2005 - March 2009
Mellon Global Security Services 2003 - 2005
Conning Asset Management 2001 - 2001
Aeltus Investment Management 1999 - 2000
Education
The University of Connecticut School of Business 2000 — 2002
MBA
University of Connecticut 1997 — 2000
BS
Laura Pittman, CTFA's Brown Brothers Harriman Experience November 2010 - November 2012
Job Trust Administrator at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2010 - November 2012
U.S. Trust, Bank of America Private Wealth Management December 2007 - November 2010
U.S. Department of Treasury September 2006 - August 2007
United Bankshares, Inc November 2003 - August 2006
Traders Bank March 2003 - November 2003
Skills
Accounting, Budgets, CRM, Customer Service, Financial Analysis, Investment Management, Investments, Management, New Business Development, Strategic Financial..., Wealth Management
Education
Sweet Briar College 1998 — 2001
B.A., Economics/Finance/Mathematics
Brown Brothers Harriman November 2010 - November 2012
U.S. Trust, Bank of America Private Wealth Management December 2007 - November 2010
U.S. Department of Treasury September 2006 - August 2007
United Bankshares, Inc November 2003 - August 2006
Traders Bank March 2003 - November 2003
Skills
Accounting, Budgets, CRM, Customer Service, Financial Analysis, Investment Management, Investments, Management, New Business Development, Strategic Financial..., Wealth Management
Education
Sweet Briar College 1998 — 2001
B.A., Economics/Finance/Mathematics
Alexander Grammer's Brown Brothers Harriman Experience May 2007 - November 2009
Job Business Analyst
Industry Information Technology and Services
Experience
Quadrigy November 2009 - Present
Brown Brothers Harriman May 2007 - November 2009
M2P Consulting GmbH January 2006 - May 2007
Technology Strategic Planning, Inc. November 1999 - December 2005
Skills
New Business Development, Project Management, Business Strategy, Technology Analysis, Business Analysis, Customer Service, Building Relationships, Sales, Microsoft Office, Adobe Creative Suite, AutoCAD, Matlab, MySQL, HTML, Lotus Notes, Labview, Exercise Physiology, Exercise Prescription, Nutritional Counseling, Analysis, Project Planning, Engineering, Management, Strategy, Databases
Education
The University of Texas at Austin 1993 — 1998
Bachelor of Applied Science (BASc), Aerospace, Aeronautical and Astronautical/Space Engineering
National Strength and Conditioning Association
Certified Personal Trainer, Strength and Conditioning
Quadrigy November 2009 - Present
Brown Brothers Harriman May 2007 - November 2009
M2P Consulting GmbH January 2006 - May 2007
Technology Strategic Planning, Inc. November 1999 - December 2005
Skills
New Business Development, Project Management, Business Strategy, Technology Analysis, Business Analysis, Customer Service, Building Relationships, Sales, Microsoft Office, Adobe Creative Suite, AutoCAD, Matlab, MySQL, HTML, Lotus Notes, Labview, Exercise Physiology, Exercise Prescription, Nutritional Counseling, Analysis, Project Planning, Engineering, Management, Strategy, Databases
Education
The University of Texas at Austin 1993 — 1998
Bachelor of Applied Science (BASc), Aerospace, Aeronautical and Astronautical/Space Engineering
National Strength and Conditioning Association
Certified Personal Trainer, Strength and Conditioning
Charles Egbunike's Brown Brothers Harriman Experience Assistant Vice PresidentState Street CorporationJanuary 2000 - April 2006
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Assistant Vice PresidentState Street CorporationJanuary 2000 - April 2006
Education
Texas State University
Accounting
Brown Brothers Harriman Assistant Vice PresidentState Street CorporationJanuary 2000 - April 2006
Education
Texas State University
Accounting
Ali Frendak's Brown Brothers Harriman Experience August 2015 - Present
Job Talent Acquisition at Brown Brothers Harriman
Industry Staffing and Recruiting
Experience
Brown Brothers Harriman August 2015 - Present
Custom Group of Companies March 2015 - August 2015
Custom Staffing, Inc. April 2013 - February 2015
Diamond Personnel August 2012 - April 2013
Philadelphia Marketing Solutions May 2011 - August 2011
Skills
Recruiting, Temporary Staffing, Customer Service, Interviews, Mac, Strategic Communications, Applicant Tracking..., Connecting People, Digital Media, Corporate Communications, Internet Recruiting, Sales, Temporary Placement, College Recruiting, Management, Legal, Microsoft Office, Staffing Services, Hiring
Education
Towson University 2008 — 2012
Bachelor's degree, Mass Communication/Media Studies
Brown Brothers Harriman August 2015 - Present
Custom Group of Companies March 2015 - August 2015
Custom Staffing, Inc. April 2013 - February 2015
Diamond Personnel August 2012 - April 2013
Philadelphia Marketing Solutions May 2011 - August 2011
Skills
Recruiting, Temporary Staffing, Customer Service, Interviews, Mac, Strategic Communications, Applicant Tracking..., Connecting People, Digital Media, Corporate Communications, Internet Recruiting, Sales, Temporary Placement, College Recruiting, Management, Legal, Microsoft Office, Staffing Services, Hiring
Education
Towson University 2008 — 2012
Bachelor's degree, Mass Communication/Media Studies
Lauren Silvia's Brown Brothers Harriman Experience December 2005 - Present
Job AssociateOperations
Industry Financial Services
Experience
Brown Brothers Harriman December 2005 - Present
State Street August 2004 - December 2005
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
BS, Marketing, Communications
Brown Brothers Harriman December 2005 - Present
State Street August 2004 - December 2005
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
BS, Marketing, Communications
Christina (Paras) Fellows's Brown Brothers Harriman Experience May 2008 - August 2008
Job Sr Financial Consultant at UnitedHealthcare
Industry Hospital & Health Care
Experience
UnitedHealthcare April 2013 - Present
UnitedHealthcare March 2012 - April 2013
Cornerstone Capital Corporation (Ohio) July 2009 - April 2012
Brown Brothers Harriman May 2008 - August 2008
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2005 — 2009
Major, Political Science; Philosophy
Columbus School for Girls
UnitedHealthcare April 2013 - Present
UnitedHealthcare March 2012 - April 2013
Cornerstone Capital Corporation (Ohio) July 2009 - April 2012
Brown Brothers Harriman May 2008 - August 2008
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2005 — 2009
Major, Political Science; Philosophy
Columbus School for Girls
Jorge Caraballo, CTP's Brown Brothers Harriman Experience August 2007 - December 2009
Job Treasury Professional at EmbryRiddle Aeronautical University
Industry Higher Education
Experience
Embry-Riddle Aeronautical University 2011 - Present
Brown Brothers Harriman August 2007 - December 2009
BNY Mellon November 2005 - August 2007
BNY Mellon October 2001 - November 2005
Skills
Cash Management, Financial Analysis, Banking, Risk Management, Financial Risk, Investments, Relationship Management, Financial Modeling, Cash, Corporate Finance, Portfolio Management, Capital Markets, Project Management, Treasury Management, Investment Banking
Education
Tiffin University
Master of Business Administration (M.B.A.)
The Ohio State University
John Glenn School of Public Affairs, Washington Academic Internship Program
The Ohio State University
Bachelor of Arts (BA), International Relations
Embry-Riddle Aeronautical University 2011 - Present
Brown Brothers Harriman August 2007 - December 2009
BNY Mellon November 2005 - August 2007
BNY Mellon October 2001 - November 2005
Skills
Cash Management, Financial Analysis, Banking, Risk Management, Financial Risk, Investments, Relationship Management, Financial Modeling, Cash, Corporate Finance, Portfolio Management, Capital Markets, Project Management, Treasury Management, Investment Banking
Education
Tiffin University
Master of Business Administration (M.B.A.)
The Ohio State University
John Glenn School of Public Affairs, Washington Academic Internship Program
The Ohio State University
Bachelor of Arts (BA), International Relations
LiJia(Alex) Cao's Brown Brothers Harriman Experience June 2010 - August 2010
Job Student at Johns Hopkins University Carey Business School
Industry Hospital & Health Care
Experience
New York Hospital Queens June 2013 - August 2013
China Renaissance July 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Deloitte China June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Banking, Research, English, Windows
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
The Kiski School 2006 — 2008
Being No 8 High School 2005 — 2006
New York Hospital Queens June 2013 - August 2013
China Renaissance July 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Deloitte China June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Banking, Research, English, Windows
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
The Kiski School 2006 — 2008
Being No 8 High School 2005 — 2006
Anna-Liese Anderson's Brown Brothers Harriman Experience October 2009 - Present
Job CPA at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2009 - Present
PwC August 2008 - October 2009
Trinity Accounting Group May 2001 - June 2008
Education
The University of Georgia 2001 — 2002
Masters, Taxation
The University of Georgia 1998 — 2002
BBA, Accounting
Brown Brothers Harriman October 2009 - Present
PwC August 2008 - October 2009
Trinity Accounting Group May 2001 - June 2008
Education
The University of Georgia 2001 — 2002
Masters, Taxation
The University of Georgia 1998 — 2002
BBA, Accounting
Guy Suarez's Brown Brothers Harriman Experience September 2006 - Present
Job Senior Programmer Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman September 2006 - Present
SunGard January 2005 - August 2006
Brown Brothers Harriman January 2000 - December 2004
Skills
VB.NET, JavaScript, SQL, PL/SQL, VBA, Crystal Reports, Oracle, Microsoft SQL Server, Requirements Gathering
Education
Syracuse University 1989 — 1993
BA
Brown Brothers Harriman September 2006 - Present
SunGard January 2005 - August 2006
Brown Brothers Harriman January 2000 - December 2004
Skills
VB.NET, JavaScript, SQL, PL/SQL, VBA, Crystal Reports, Oracle, Microsoft SQL Server, Requirements Gathering
Education
Syracuse University 1989 — 1993
BA
Emily Hard's Brown Brothers Harriman Experience September 2006 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2006 - Present
Education
Temple University 2000 — 2004
Bachelor’s Degree, Political Science
Brown Brothers Harriman September 2006 - Present
Education
Temple University 2000 — 2004
Bachelor’s Degree, Political Science
Edward X (Trey) Tune's Brown Brothers Harriman Experience 1999 - 2013
Job Partner & Portfolio Manager, Brown Advisory Incorporated
Industry Financial Services
Experience
Brown Advisory 2013 - Present
Brown Brothers Harriman 1999 - 2013
Stein Roe & Farnham 1992 - 1999
Kemper Financial Corporation 1991 - 1992
Skills
Wealth Management, Alternative Investments, Fixed Income, Hedge Funds, Investments, Equities, Securities, Mutual Funds, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Capital Markets, Investment Management, Finance, Leadership, Sales & Marketing..., Operations Management, Asset Management, Bloomberg, Wealth Management...
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance, Accounting
Washington and Lee University 1987 — 1991
Bachelor of Arts, Economics
Episcopal High School of Jacksonville 1982 — 1987
Brown Advisory 2013 - Present
Brown Brothers Harriman 1999 - 2013
Stein Roe & Farnham 1992 - 1999
Kemper Financial Corporation 1991 - 1992
Skills
Wealth Management, Alternative Investments, Fixed Income, Hedge Funds, Investments, Equities, Securities, Mutual Funds, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Capital Markets, Investment Management, Finance, Leadership, Sales & Marketing..., Operations Management, Asset Management, Bloomberg, Wealth Management...
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance, Accounting
Washington and Lee University 1987 — 1991
Bachelor of Arts, Economics
Episcopal High School of Jacksonville 1982 — 1987
Debra Crovicz's Brown Brothers Harriman Experience September 1997 - May 2007
Job Senior Vice President at Chilton Trust
Industry Financial Services
Experience
Chilton Trust January 2012 - Present
Morgan Stanley May 2007 - January 2012
Brown Brothers Harriman September 1997 - May 2007
Skills
Asset Managment, Securities, Fixed Income
Education
The George Washington University
Bachelor of Science, International Marketing
Chilton Trust January 2012 - Present
Morgan Stanley May 2007 - January 2012
Brown Brothers Harriman September 1997 - May 2007
Skills
Asset Managment, Securities, Fixed Income
Education
The George Washington University
Bachelor of Science, International Marketing
Celina Washington's Brown Brothers Harriman Experience August 2010 - Present
Job Student at Temple University
Industry Food Production
Experience
Brown Brothers Harriman August 2010 - Present
Education
Temple University 2012 — 2017
Brown Brothers Harriman August 2010 - Present
Education
Temple University 2012 — 2017
Peter Ackles's Brown Brothers Harriman Experience February 2007 - July 2013
Job Director Investment Operations
Industry Financial Services
Experience
Columbia Management September 2014 - Present
Columbia Management November 2013 - September 2014
Brown Brothers Harriman February 2007 - July 2013
Brown Brothers Harriman November 2000 - February 2007
Investors Bank & Trust October 1996 - October 2000
Skills
Equities, Mutual Funds, Fixed Income, Securities, Financial Services, Hedge Funds, Financial Analysis, Derivatives, Internal Audit, External Audit, Fund Administration, Account Reconciliation, Data Security, Microsoft Excel, Global Custody, Fund Accounting
Education
The University of Connecticut School of Business 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Columbia Management September 2014 - Present
Columbia Management November 2013 - September 2014
Brown Brothers Harriman February 2007 - July 2013
Brown Brothers Harriman November 2000 - February 2007
Investors Bank & Trust October 1996 - October 2000
Skills
Equities, Mutual Funds, Fixed Income, Securities, Financial Services, Hedge Funds, Financial Analysis, Derivatives, Internal Audit, External Audit, Fund Administration, Account Reconciliation, Data Security, Microsoft Excel, Global Custody, Fund Accounting
Education
The University of Connecticut School of Business 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Dan Yesinko's Brown Brothers Harriman Experience 2008 - 2008
Job Financial Analyst at ConvergEx
Industry Financial Services
Experience
ConvergEx Group July 2014 - Present
DDB January 2014 - June 2014
Avaya October 2010 - January 2014
IntercontinentalExchange, Inc. July 2009 - October 2010
Brown Brothers Harriman 2008 - 2008
Skills
Finance, Equities, Financial Analysis
Education
The College of New Jersey 2005 — 2009
Bachelor of Science (BS), Finance
ConvergEx Group July 2014 - Present
DDB January 2014 - June 2014
Avaya October 2010 - January 2014
IntercontinentalExchange, Inc. July 2009 - October 2010
Brown Brothers Harriman 2008 - 2008
Skills
Finance, Equities, Financial Analysis
Education
The College of New Jersey 2005 — 2009
Bachelor of Science (BS), Finance
Sean Blanchard's Brown Brothers Harriman Experience March 2010 - April 2010
Job Recruiting Manager Direct Hire Accounting, Finance, Tax & Audit
Industry Financial Services
Experience
Hollister Staffing August 2015 - Present
State Street March 2014 - August 2015
State Street Corp January 2013 - March 2014
State Street Corp September 2011 - March 2014
State Street Corporation April 2010 - September 2011
Brown Brothers Harriman March 2010 - April 2010
Campaign for Working Families February 2008 - May 2008
Temple University September 2007 - December 2007
Skills
Fixed Income, Management, Portfolio Management, Account Reconciliation, Mutual Funds, Financial Services, Investments, Equities, Trading, Securities, Bloomberg, Financial Analysis, Fund Accounting, Derivatives
Education
Temple University 2003 — 2009
Bachelor of Business Administration (BBA), Accounting, 3.14
Hollister Staffing August 2015 - Present
State Street March 2014 - August 2015
State Street Corp January 2013 - March 2014
State Street Corp September 2011 - March 2014
State Street Corporation April 2010 - September 2011
Brown Brothers Harriman March 2010 - April 2010
Campaign for Working Families February 2008 - May 2008
Temple University September 2007 - December 2007
Skills
Fixed Income, Management, Portfolio Management, Account Reconciliation, Mutual Funds, Financial Services, Investments, Equities, Trading, Securities, Bloomberg, Financial Analysis, Fund Accounting, Derivatives
Education
Temple University 2003 — 2009
Bachelor of Business Administration (BBA), Accounting, 3.14
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation