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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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Elizabeth Micci Elizabeth Micci's Brown Brothers Harriman Experience June 2007 - August 2009
Job Doctoral Student at Harvard Graduate School of Education
Industry Education Management
Experience
Harvard Graduate School of Education June 2015 - Present
Houston Independent School District August 2010 - May 2015
Brown Brothers Harriman June 2007 - August 2009
Skills
Teaching, English, Lesson Planning, Grant Writing, Research, Classroom, Higher Education, Educational Leadership, Tutoring, Editing, Teacher Training, Staff Development, Classroom Management, Curriculum Design, Public Speaking, Microsoft Office, Instructional Design, Curriculum Development, Community Outreach, Educational Technology, Teaching English as a..., Student Affairs, Differentiated..., Special Education
Education
Washington and Lee University 2006 — 2010
Dual Major - English Business Administration
Oxford University
Summer Program, 2009, Shakespearean Literature Elizabethan and Jacobean Politics
University College London, U. of London
Fall Program, 2008, Shakespearean and Victorian Literature Labor Economics Political Philosophy
Harvard Graduate School of Education June 2015 - Present
Houston Independent School District August 2010 - May 2015
Brown Brothers Harriman June 2007 - August 2009
Skills
Teaching, English, Lesson Planning, Grant Writing, Research, Classroom, Higher Education, Educational Leadership, Tutoring, Editing, Teacher Training, Staff Development, Classroom Management, Curriculum Design, Public Speaking, Microsoft Office, Instructional Design, Curriculum Development, Community Outreach, Educational Technology, Teaching English as a..., Student Affairs, Differentiated..., Special Education
Education
Washington and Lee University 2006 — 2010
Dual Major - English Business Administration
Oxford University
Summer Program, 2009, Shakespearean Literature Elizabethan and Jacobean Politics
University College London, U. of London
Fall Program, 2008, Shakespearean and Victorian Literature Labor Economics Political Philosophy
Lizzette Bobonis Roig's Brown Brothers Harriman Experience May 1994 - August 1995
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
Santander Securities January 2000 - November 2010
Merrill Lynch 1996 - January 2000
Brown Brothers Harriman May 1994 - August 1995
Skills
Financial Services
Education
Universidad Interamericana de Puerto Rico 1991 — 1993
Master in Business Administration, Finance
Universidad de Puerto Rico 1984 — 1989
Bachelors in Business Administration, Major in Finance
Colegio Nuestra Sra. Del Pilar 1979 — 1984
High School
Merrill Lynch November 2010 - Present
Santander Securities January 2000 - November 2010
Merrill Lynch 1996 - January 2000
Brown Brothers Harriman May 1994 - August 1995
Skills
Financial Services
Education
Universidad Interamericana de Puerto Rico 1991 — 1993
Master in Business Administration, Finance
Universidad de Puerto Rico 1984 — 1989
Bachelors in Business Administration, Major in Finance
Colegio Nuestra Sra. Del Pilar 1979 — 1984
High School
William Forde, CAIA's Brown Brothers Harriman Experience July 2009 - January 2011
Job Senior Analyst
Industry Financial Services
Experience
NEPC, LLC February 2011 - Present
Brown Brothers Harriman July 2009 - January 2011
Education
Tufts University 2005 — 2009
Economics
NEPC, LLC February 2011 - Present
Brown Brothers Harriman July 2009 - January 2011
Education
Tufts University 2005 — 2009
Economics
Doug Rausch Doug Rausch's Brown Brothers Harriman Experience March 1998 - November 2003
Job Director of Financial Infrastructure at Ropes & Gray LLP
Industry Financial Services
Experience
Ropes & Gray LLP November 2013 - Present
Mercer October 2012 - November 2013
Mercer January 2008 - October 2012
Mercer February 2005 - January 2008
Mercer November 2003 - February 2005
Brown Brothers Harriman March 1998 - November 2003
NatWest Markets October 1997 - March 1998
Brown Brothers Harriman June 1993 - October 1997
Skills
Data Visualization, Tableau, Business Intelligence, Product Management, IT Management, IT Strategy, Analytics, Product Strategy, Information Architecture, data strategy, Data Warehousing, CRM software, Big Data, Financial Accounting, Financial Reporting, SOX Compliancy, Client profitability, Innovation, CRM, Data Modeling, Requirements Analysis, Requirements Gathering, SDLC, VBA, Management, Budgets, Leadership, Business Analysis, Executive Management
Education
Trinity College-Hartford 1989 — 1993
BS
Long Island Lutheran High School 1985 — 1990
Ropes & Gray LLP November 2013 - Present
Mercer October 2012 - November 2013
Mercer January 2008 - October 2012
Mercer February 2005 - January 2008
Mercer November 2003 - February 2005
Brown Brothers Harriman March 1998 - November 2003
NatWest Markets October 1997 - March 1998
Brown Brothers Harriman June 1993 - October 1997
Skills
Data Visualization, Tableau, Business Intelligence, Product Management, IT Management, IT Strategy, Analytics, Product Strategy, Information Architecture, data strategy, Data Warehousing, CRM software, Big Data, Financial Accounting, Financial Reporting, SOX Compliancy, Client profitability, Innovation, CRM, Data Modeling, Requirements Analysis, Requirements Gathering, SDLC, VBA, Management, Budgets, Leadership, Business Analysis, Executive Management
Education
Trinity College-Hartford 1989 — 1993
BS
Long Island Lutheran High School 1985 — 1990
Michael Vassalotti Michael Vassalotti's Brown Brothers Harriman Experience August 2015 - Present
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
State Street June 2015 - August 2015
Brown Brothers Harriman June 2014 - August 2014
VB/Research October 2013 - December 2013
Thayer Academy Summer Programs June 2013 - August 2013
Luke's Liquor Store December 2011 - August 2012
Reebok July 2010 - October 2010
Thayer Academy June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Raiser's Edge, People Skills, Safari, Solid computer skills, Teamwork, Leadership
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
Foundation for International Education
Internship Pathway, Junior
Thayer Academy 2007 — 2011
Diploma, AP Biology, AP Calculus AB
Brown Brothers Harriman August 2015 - Present
State Street June 2015 - August 2015
Brown Brothers Harriman June 2014 - August 2014
VB/Research October 2013 - December 2013
Thayer Academy Summer Programs June 2013 - August 2013
Luke's Liquor Store December 2011 - August 2012
Reebok July 2010 - October 2010
Thayer Academy June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Raiser's Edge, People Skills, Safari, Solid computer skills, Teamwork, Leadership
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
Foundation for International Education
Internship Pathway, Junior
Thayer Academy 2007 — 2011
Diploma, AP Biology, AP Calculus AB
Aoife Dempsey Aoife Dempsey's Brown Brothers Harriman Experience 1996 - 1998
Job CTO at Triumph Learning
Industry E-Learning
Experience
Triumph Learning October 2012 - Present
McGraw-Hill Higher Education March 2010 - October 2012
McGraw Hill Higher Education July 2007 - March 2010
Wolters Kluwer Medical Research January 2002 - July 2007
FINEOS January 2000 - January 2002
Wolters Kluwer Law & Business 1998 - 2000
Brown Brothers Harriman 1996 - 1998
Skinner Fine Arts 1994 - 1995
Skills
Content Management, Strategic Partnerships, Content Development, Management, Publishing, Product Management, Program Management, Online Publishing, Academic Publishing, Strategy, Marketing Strategy, Content Strategy, E-Learning, Product Development, Digital Strategy
Education
University College Dublin 1995 — 1996
Business Studies, Business, Management, Marketing, and Related Support Services
University College Cork 1991 — 1994
BA, History, English Literature
Triumph Learning October 2012 - Present
McGraw-Hill Higher Education March 2010 - October 2012
McGraw Hill Higher Education July 2007 - March 2010
Wolters Kluwer Medical Research January 2002 - July 2007
FINEOS January 2000 - January 2002
Wolters Kluwer Law & Business 1998 - 2000
Brown Brothers Harriman 1996 - 1998
Skinner Fine Arts 1994 - 1995
Skills
Content Management, Strategic Partnerships, Content Development, Management, Publishing, Product Management, Program Management, Online Publishing, Academic Publishing, Strategy, Marketing Strategy, Content Strategy, E-Learning, Product Development, Digital Strategy
Education
University College Dublin 1995 — 1996
Business Studies, Business, Management, Marketing, and Related Support Services
University College Cork 1991 — 1994
BA, History, English Literature
Spencer Anderson's Brown Brothers Harriman Experience October 2013 - September 2015
Job Investment Research Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank September 2015 - Present
Brown Brothers Harriman October 2013 - September 2015
Brown Brothers Harriman January 2013 - October 2013
IPS Strategic Capital September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Budgets, Outlook, Public Speaking, Strategic Planning, Negotiation, HTML, Financial Analysis, Accounting, Derivatives, Equity Research, Finance, Futures, Interest Rate..., Interest Rate Swaps, Mutual Funds
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor's in Business Administration, Finance, Entrepreneurial Studies, History
Notre Dame Prep 2004 — 2008
High School
AMG National Trust Bank September 2015 - Present
Brown Brothers Harriman October 2013 - September 2015
Brown Brothers Harriman January 2013 - October 2013
IPS Strategic Capital September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Budgets, Outlook, Public Speaking, Strategic Planning, Negotiation, HTML, Financial Analysis, Accounting, Derivatives, Equity Research, Finance, Futures, Interest Rate..., Interest Rate Swaps, Mutual Funds
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor's in Business Administration, Finance, Entrepreneurial Studies, History
Notre Dame Prep 2004 — 2008
High School
Matt Strom Matt Strom's Brown Brothers Harriman Experience August 2006 - January 2008
Job Vice President Healthcare Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Needham & Company January 2008 - June 2011
Brown Brothers Harriman August 2006 - January 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Equity Research, Corporate Finance, Venture Capital, Private Equity, Due Diligence, DCF, Private Placements, LBO, Mergers, Corporate Development, M&A experience, Hedge Funds, Financial Analysis, Investments, Series 7
Education
University of Arizona 2001 — 2005
BA, Political Science
Morgan Stanley January 2015 - Present
Morgan Stanley July 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Needham & Company January 2008 - June 2011
Brown Brothers Harriman August 2006 - January 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Equity Research, Corporate Finance, Venture Capital, Private Equity, Due Diligence, DCF, Private Placements, LBO, Mergers, Corporate Development, M&A experience, Hedge Funds, Financial Analysis, Investments, Series 7
Education
University of Arizona 2001 — 2005
BA, Political Science
Adam Silvester Adam Silvester's Brown Brothers Harriman Experience April 2012 - September 2012
Job Financial Reporting Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group November 2012 - Present
Brown Brothers Harriman April 2012 - September 2012
USAA November 2010 - April 2012
Olive Garden January 2007 - February 2010
U.S. Air Force June 2006 - January 2007
Skills
Analytics, Market Research, Financial Analysis, Financial Modeling, Investments, Research, Economics, Portfolio Management, Business Analysis, Analysis, Mutual Funds
Education
University of Colorado Denver 2007 — 2010
B.S., Finance
U.S. Air Force Academy 2006 — 2007
Economics
2002-2006Front Range Christian School 2002 — 2006
Janus Capital Group November 2012 - Present
Brown Brothers Harriman April 2012 - September 2012
USAA November 2010 - April 2012
Olive Garden January 2007 - February 2010
U.S. Air Force June 2006 - January 2007
Skills
Analytics, Market Research, Financial Analysis, Financial Modeling, Investments, Research, Economics, Portfolio Management, Business Analysis, Analysis, Mutual Funds
Education
University of Colorado Denver 2007 — 2010
B.S., Finance
U.S. Air Force Academy 2006 — 2007
Economics
2002-2006Front Range Christian School 2002 — 2006
Kristen Bistany's Brown Brothers Harriman Experience October 2004 - July 2006
Job Office Manager at Mangrove Equity Partners
Industry Venture Capital & Private Equity
Experience
Mangrove Equity Partners February 2007 - Present
Merrill Lynch October 2006 - February 2007
Brown Brothers Harriman October 2004 - July 2006
Education
University of Central Florida 2000 — 2004
Business, Finance
Mangrove Equity Partners February 2007 - Present
Merrill Lynch October 2006 - February 2007
Brown Brothers Harriman October 2004 - July 2006
Education
University of Central Florida 2000 — 2004
Business, Finance
Aída Sosa Aída Sosa's Brown Brothers Harriman Experience March 2007 - June 2014
Job Customer Service / Administrative Assistant
Industry Executive Office
Experience
Settlement Funding Associates January 2015 - May 2015
Brown Brothers Harriman March 2007 - June 2014
Citi May 2006 - January 2007
NYU Stern School of Business April 2006 - April 2006
Verizon International Teleservices 1999 - 2005
Verizon International Services 1999 - 2001
Skills
Outlook, Administrative..., Office Administration, Office Management, Microsoft Excel, Spreadsheets, Salesplace, Customer Service, Project Coordination, Lotus Notes, Call Center Supervisor, Access, PowerPoint, Microsoft Office, Microsoft Word, PeopleSoft, Financial Services, Data Entry, Calendar Scheduling, Travel Arrangements, Internet Explorer, Concur, Administrative..., Project Management, Management, Leadership, Spanish
Education
Universidad Nacional Pedro Henríquez Ureña 1987 — 1990
Bachelor of Arts (BA), Interior Design
Settlement Funding Associates January 2015 - May 2015
Brown Brothers Harriman March 2007 - June 2014
Citi May 2006 - January 2007
NYU Stern School of Business April 2006 - April 2006
Verizon International Teleservices 1999 - 2005
Verizon International Services 1999 - 2001
Skills
Outlook, Administrative..., Office Administration, Office Management, Microsoft Excel, Spreadsheets, Salesplace, Customer Service, Project Coordination, Lotus Notes, Call Center Supervisor, Access, PowerPoint, Microsoft Office, Microsoft Word, PeopleSoft, Financial Services, Data Entry, Calendar Scheduling, Travel Arrangements, Internet Explorer, Concur, Administrative..., Project Management, Management, Leadership, Spanish
Education
Universidad Nacional Pedro Henríquez Ureña 1987 — 1990
Bachelor of Arts (BA), Interior Design
Joseph Gamboni Joseph Gamboni's Brown Brothers Harriman Experience May 2011 - April 2013
Job Commercial Operations Specialist at Santander Bank
Industry Financial Services
Experience
Banco Santander April 2013 - Present
Brown Brothers Harriman May 2011 - April 2013
TaskStream March 2010 - May 2011
Ipreo July 2006 - July 2008
The Ayco Company, L.P. January 2006 - May 2006
Skills
Salesforce.com, Microsoft Office, WebEx, Process Improvement, Bloomberg, Microsoft Excel, Global Custody, DTC, Superior Client Service, Banking, Training, Fixed Income, Analytics, Finance, Equities, Visio, Management, Financial Analysis, Business Analysis
Education
State University of New York at Albany
Bachelor of Science, Finance/Marketing
Banco Santander April 2013 - Present
Brown Brothers Harriman May 2011 - April 2013
TaskStream March 2010 - May 2011
Ipreo July 2006 - July 2008
The Ayco Company, L.P. January 2006 - May 2006
Skills
Salesforce.com, Microsoft Office, WebEx, Process Improvement, Bloomberg, Microsoft Excel, Global Custody, DTC, Superior Client Service, Banking, Training, Fixed Income, Analytics, Finance, Equities, Visio, Management, Financial Analysis, Business Analysis
Education
State University of New York at Albany
Bachelor of Science, Finance/Marketing
Ted Hill's Brown Brothers Harriman Experience September 2012 - July 2013
Job Senior Associate at RAIN Group
Industry Management Consulting
Experience
RAIN Group September 2015 - Present
RAIN Group September 2013 - September 2015
Brown Brothers Harriman September 2012 - July 2013
District Office of Senator Robert P. Casey, Jr. August 2011 - December 2011
Nobles Day Camp June 2008 - August 2011
Camp Dudley YMCA June 2006 - August 2007
Skills
Microsoft Excel, Spanish, Microsoft Office, PowerPoint, Research, Data Analysis, Social Media, Social Networking, Event Planning, Fundraising, Salesforce.com, Microsoft Word, Bloomberg, Facebook, Nonprofits, Maps, Weather
Education
Villanova University 2008 — 2012
Bachelor of Arts (B.A.), Political Science, Economics
Universidad Pablo de Olavide 2010 — 2010
International Business and Culture Program
Wellesley High School 2004 — 2008
Honor Roll Student
RAIN Group September 2015 - Present
RAIN Group September 2013 - September 2015
Brown Brothers Harriman September 2012 - July 2013
District Office of Senator Robert P. Casey, Jr. August 2011 - December 2011
Nobles Day Camp June 2008 - August 2011
Camp Dudley YMCA June 2006 - August 2007
Skills
Microsoft Excel, Spanish, Microsoft Office, PowerPoint, Research, Data Analysis, Social Media, Social Networking, Event Planning, Fundraising, Salesforce.com, Microsoft Word, Bloomberg, Facebook, Nonprofits, Maps, Weather
Education
Villanova University 2008 — 2012
Bachelor of Arts (B.A.), Political Science, Economics
Universidad Pablo de Olavide 2010 — 2010
International Business and Culture Program
Wellesley High School 2004 — 2008
Honor Roll Student
Ben Shellington Ben Shellington's Brown Brothers Harriman Experience June 2010 - August 2010
Job Assistant Project Manager
Industry Construction
Experience
Allstate Glass May 2014 - Present
Chimera Securities June 2012 - May 2014
ICON Investments June 2011 - May 2012
Brown Brothers Harriman June 2010 - August 2010
UBS Wealth Management February 2010 - June 2010
Cushman & Wakefield June 2008 - August 2008
Skills
Credit Analysis, Technical Analysis, Equity Trading
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
Tuck Business Bridge Program at Dartmouth 2009 — 2009
Corporate Finance/Accounting
Noble and Greenough School 2001 — 2007
High School
Allstate Glass May 2014 - Present
Chimera Securities June 2012 - May 2014
ICON Investments June 2011 - May 2012
Brown Brothers Harriman June 2010 - August 2010
UBS Wealth Management February 2010 - June 2010
Cushman & Wakefield June 2008 - August 2008
Skills
Credit Analysis, Technical Analysis, Equity Trading
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
Tuck Business Bridge Program at Dartmouth 2009 — 2009
Corporate Finance/Accounting
Noble and Greenough School 2001 — 2007
High School
Andrew McAllister Andrew McAllister's Brown Brothers Harriman Experience June 2015 - August 2015
Job Treasury Intern at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - August 2015
Centerplate May 2014 - August 2014
Richmond College August 2013 - August 2013
Viva Zapata Mexican Restaurant May 2012 - August 2013
Country Club of Darien May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media Marketing, Social Networking, Facebook, Finance, Fundraising, Spanish, Communication
Education
University of Richmond - Robins School of Business 2012 — 2016
BSBA, Finance and Accounting Concentrations
University College Dublin 2014 — 2014
King Low Heywood Thomas School 2008 — 2012
Brown Brothers Harriman June 2015 - August 2015
Centerplate May 2014 - August 2014
Richmond College August 2013 - August 2013
Viva Zapata Mexican Restaurant May 2012 - August 2013
Country Club of Darien May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media Marketing, Social Networking, Facebook, Finance, Fundraising, Spanish, Communication
Education
University of Richmond - Robins School of Business 2012 — 2016
BSBA, Finance and Accounting Concentrations
University College Dublin 2014 — 2014
King Low Heywood Thomas School 2008 — 2012
Samuel Brinkley Samuel Brinkley's Brown Brothers Harriman Experience July 2010 - August 2010
Job Private Equity Associate at The Riverside Company
Industry Investment Management
Experience
The Riverside Company August 2015 - Present
BlackArch Partners June 2013 - July 2015
Bank of America June 2012 - August 2012
Brown Brothers Harriman July 2010 - August 2010
Williams College February 2010 - May 2010
Skills
Spanish, R, Microsoft Word, PowerPoint, Microsoft Excel, Stata, Capital IQ, Thompson One, Investment Banking, Financial Modeling
Education
Williams College 2009 — 2013
Bachelor of Arts (B.A.), Economics with Honors
Universidad del Salvador 2011 — 2011
3.93/4.00
Providence Day School 2005 — 2009
High School, SAT Scores: Verbal: 800 Math: 790 Writing: 730
The Riverside Company August 2015 - Present
BlackArch Partners June 2013 - July 2015
Bank of America June 2012 - August 2012
Brown Brothers Harriman July 2010 - August 2010
Williams College February 2010 - May 2010
Skills
Spanish, R, Microsoft Word, PowerPoint, Microsoft Excel, Stata, Capital IQ, Thompson One, Investment Banking, Financial Modeling
Education
Williams College 2009 — 2013
Bachelor of Arts (B.A.), Economics with Honors
Universidad del Salvador 2011 — 2011
3.93/4.00
Providence Day School 2005 — 2009
High School, SAT Scores: Verbal: 800 Math: 790 Writing: 730
Shane Wolter's Brown Brothers Harriman Experience December 2014 - Present
Job Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2014 - Present
Marsh June 2012 - August 2013
Becket Family of Services December 2012 - July 2013
Golf and Ski Warehouse June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Trinity College-Hartford 2010 — 2014
Political Science, International Relations and Affairs
Wall Street Prep Financial and Valuations Financial Semiar 2013 — 2013
Finance, General
Hanover High School 2006 — 2010
Brown Brothers Harriman December 2014 - Present
Marsh June 2012 - August 2013
Becket Family of Services December 2012 - July 2013
Golf and Ski Warehouse June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Trinity College-Hartford 2010 — 2014
Political Science, International Relations and Affairs
Wall Street Prep Financial and Valuations Financial Semiar 2013 — 2013
Finance, General
Hanover High School 2006 — 2010
Amauris Quezada's Brown Brothers Harriman Experience July 2013 - December 2013
Job Sales Associate/Global Sales Specialist
Industry Financial Services
Experience
Misys April 2014 - Present
Brown Brothers Harriman July 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Access, Accounting, Windows, Outlook, Spanish
Education
Tufts University 2008 — 2012
Bachelor's degree, International Trade
Misys April 2014 - Present
Brown Brothers Harriman July 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Access, Accounting, Windows, Outlook, Spanish
Education
Tufts University 2008 — 2012
Bachelor's degree, International Trade
Catherine A. R. Siegrist Catherine A. R. Siegrist's Brown Brothers Harriman Experience 2008 - 2008
Job Account Supervisor
Industry Marketing and Advertising
Experience
McCann Regan Campbell Ward April 2015 - Present
Havas Life May 2014 - April 2015
McCann Regan Campbell Ward September 2013 - May 2014
RCW Group June 2012 - September 2013
RCW Group March 2010 - May 2011
RCW Group 2006 - 2009
Brown Brothers Harriman 2008 - 2008
New York Mercantile Exchange 2008 - 2008
Skills
Manage Client..., Client Relations Skills, Microsoft Office, Microsoft Excel, Social Media, Account Management, Integrated Marketing, Managing Project Budgets, Digital Marketing, Advertising, Direct Marketing, Brand Development, Interactive Marketing, Social Media Marketing, Marketing Communications, CRM, Creative Strategy, Digital Strategy
Education
Fordham University 2008 — 2012
Bachelor of Arts (B.A.), Art History, Contemporary Art
University College Dublin 2011 — 2011
Erasmus Student, Art History and Irish Studies
John Carroll Catholic High School
McCann Regan Campbell Ward April 2015 - Present
Havas Life May 2014 - April 2015
McCann Regan Campbell Ward September 2013 - May 2014
RCW Group June 2012 - September 2013
RCW Group March 2010 - May 2011
RCW Group 2006 - 2009
Brown Brothers Harriman 2008 - 2008
New York Mercantile Exchange 2008 - 2008
Skills
Manage Client..., Client Relations Skills, Microsoft Office, Microsoft Excel, Social Media, Account Management, Integrated Marketing, Managing Project Budgets, Digital Marketing, Advertising, Direct Marketing, Brand Development, Interactive Marketing, Social Media Marketing, Marketing Communications, CRM, Creative Strategy, Digital Strategy
Education
Fordham University 2008 — 2012
Bachelor of Arts (B.A.), Art History, Contemporary Art
University College Dublin 2011 — 2011
Erasmus Student, Art History and Irish Studies
John Carroll Catholic High School
Steven Yee's Brown Brothers Harriman Experience June 2015 - Present
Job Systems Intern at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman June 2015 - Present
Cengage Learning May 2014 - August 2014
Trinity College - Hartford January 2014 - May 2014
Trinity College - Hartford January 2014 - May 2014
Trinity College - Hartford September 2013 - May 2014
Ashford and Wriston May 2013 - September 2013
City and County of Honolulu July 2013 - August 2013
Skills
Java, JavaScript, Python, C, Statistics, Econometrics, Economics, Stata, EViews
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (BS), Computer Science, Economics, Mathematics
Iolani School 2006 — 2012
Brown Brothers Harriman June 2015 - Present
Cengage Learning May 2014 - August 2014
Trinity College - Hartford January 2014 - May 2014
Trinity College - Hartford January 2014 - May 2014
Trinity College - Hartford September 2013 - May 2014
Ashford and Wriston May 2013 - September 2013
City and County of Honolulu July 2013 - August 2013
Skills
Java, JavaScript, Python, C, Statistics, Econometrics, Economics, Stata, EViews
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (BS), Computer Science, Economics, Mathematics
Iolani School 2006 — 2012
Garron Ware Garron Ware's Brown Brothers Harriman Experience 2012 - 2013
Job MBA Candidate at University of Notre Dame
Industry
Experience
Staples June 2014 - August 2014
Brown Brothers Harriman 2012 - 2013
Brown Brothers Harriman 2009 - 2012
Berlin Investment Group Holdings 2007 - 2007
Deutsche Bank 2006 - 2006
Skills
Bloomberg, Investment Banking, Analysis, Financial Analysis
Education
University of Notre Dame 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder 2003 — 2007
Bachelor of Arts (BA), Econometrics and Quantitative Economics
Staples June 2014 - August 2014
Brown Brothers Harriman 2012 - 2013
Brown Brothers Harriman 2009 - 2012
Berlin Investment Group Holdings 2007 - 2007
Deutsche Bank 2006 - 2006
Skills
Bloomberg, Investment Banking, Analysis, Financial Analysis
Education
University of Notre Dame 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder 2003 — 2007
Bachelor of Arts (BA), Econometrics and Quantitative Economics
Ivan He Ivan He's Brown Brothers Harriman Experience November 2010 - December 2013
Job Lead Operations Analyst
Industry Financial Services
Experience
EY January 2014 - Present
Brown Brothers Harriman November 2010 - December 2013
Merrill Lynch September 2009 - December 2009
Skills
FATCA, Corporate Actions, Finance, Analysis, Microsoft Excel, Mutual Funds, Securities, Tax, Tax Reporting, Financial Statements, Back Office, Research, Bloomberg, Equities, Global Custody, Bloomberg Terminal, Credit, Spreadsheets, Bank Reconciliation
Education
SUNY at Buffalo 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
EY January 2014 - Present
Brown Brothers Harriman November 2010 - December 2013
Merrill Lynch September 2009 - December 2009
Skills
FATCA, Corporate Actions, Finance, Analysis, Microsoft Excel, Mutual Funds, Securities, Tax, Tax Reporting, Financial Statements, Back Office, Research, Bloomberg, Equities, Global Custody, Bloomberg Terminal, Credit, Spreadsheets, Bank Reconciliation
Education
SUNY at Buffalo 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Amanda Yip's Brown Brothers Harriman Experience October 2013 - Present
Job Analyst at Brown Brothers Harriman
Industry
Experience
Brown Brothers Harriman October 2013 - Present
Everest Reinsurance June 2012 - August 2012
Columbine Elementary School August 2010 - January 2012
Mikuni Restaurant June 2009 - August 2010
Skills
Actuarial Science
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics with Emphasis in Actuarial Science
Brown Brothers Harriman October 2013 - Present
Everest Reinsurance June 2012 - August 2012
Columbine Elementary School August 2010 - January 2012
Mikuni Restaurant June 2009 - August 2010
Skills
Actuarial Science
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics with Emphasis in Actuarial Science
Amy Slizofski's Brown Brothers Harriman Experience August 2006 - September 2008
Job Executive Assistant at BV Investment Partners
Industry Investment Banking
Experience
BV Investment Partners August 2014 - Present
The Baupost Group May 2013 - August 2014
Alcatel Lucent Investment Management Co. July 2011 - May 2013
Metro Boston March 2011 - July 2011
TPI Metro September 2009 - February 2011
Brown Brothers Harriman August 2006 - September 2008
Skills
Microsoft Excel, Outlook, Sales, Microsoft Office, Social Media, Strategic Planning
Education
Tulane University 2002 — 2006
BA, sociology
Beverly High School 1998 — 2002
BV Investment Partners August 2014 - Present
The Baupost Group May 2013 - August 2014
Alcatel Lucent Investment Management Co. July 2011 - May 2013
Metro Boston March 2011 - July 2011
TPI Metro September 2009 - February 2011
Brown Brothers Harriman August 2006 - September 2008
Skills
Microsoft Excel, Outlook, Sales, Microsoft Office, Social Media, Strategic Planning
Education
Tulane University 2002 — 2006
BA, sociology
Beverly High School 1998 — 2002
Kyle F Weller Kyle F Weller's Brown Brothers Harriman Experience June 2012 - August 2012
Job Markets Risk Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Credit Tenant Capital, LLC June 2010 - August 2010
Skills
Financial Risk, Risk Management, Financial Modeling
Education
Tufts University 2009 — 2013
Bachelor's Degree, Quantitative Economics
Hingham High School 2005 — 2009
Merrill Lynch August 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Credit Tenant Capital, LLC June 2010 - August 2010
Skills
Financial Risk, Risk Management, Financial Modeling
Education
Tufts University 2009 — 2013
Bachelor's Degree, Quantitative Economics
Hingham High School 2005 — 2009
R. Brian Love R. Brian Love's Brown Brothers Harriman Experience May 2011 - April 2014
Job JD/MBA Candidate at Northwestern Law and Kellogg School of Management
Industry Financial Services
Experience
Brown Brothers Harriman May 2011 - April 2014
Skills
Bloomberg, Financial Analysis, Fixed Income, Asset Management, Securities, Alternative Investments, Relationship Management, Hedge Funds, Equities, Portfolio Management, Trading, Analysis, Investments, Public Speaking, Financial Services
Education
Northwestern University - Kellogg School of Management 2014 — 2017
JD/MBA
University of Michigan 2006 — 2009
Bachelor's, History, Economics
Tufts University 2005 — 2006
Brown Brothers Harriman May 2011 - April 2014
Skills
Bloomberg, Financial Analysis, Fixed Income, Asset Management, Securities, Alternative Investments, Relationship Management, Hedge Funds, Equities, Portfolio Management, Trading, Analysis, Investments, Public Speaking, Financial Services
Education
Northwestern University - Kellogg School of Management 2014 — 2017
JD/MBA
University of Michigan 2006 — 2009
Bachelor's, History, Economics
Tufts University 2005 — 2006
Neil Walsh Neil Walsh's Brown Brothers Harriman Experience October 2006 - July 2008
Job
Industry Information Technology and Services
Experience
Epsilon July 2008 - Present
Brown Brothers Harriman October 2006 - July 2008
Knightsbridge Solutions May 2006 - October 2006
Darwin Partners February 2001 - February 2006
iXL May 2000 - January 2001
Tessera Enterprise Systems February 1999 - April 2000
Tessera September 1995 - January 1999
Travelers September 1990 - September 1995
Travelers Insurance Company September 1990 - August 1995
Skills
Business Intelligence, Data Warehousing, CRM, Program Management, Retail, Analytics, Business Analysis, SDLC, Data Modeling, Vendor Management, ETL, Strategy, Data Integration, Business Development, Project Management, Management Consulting, Database Marketing, Process Improvement, IT Strategy, Business Process..., SaaS, Operational Planning, Professional Services, Marketing, E-commerce, Segmentation, Integration, Management, Leadership
Education
Trinity College-Hartford 1986 — 1990
BS
Bishop Guertin 1982 — 1986
Epsilon July 2008 - Present
Brown Brothers Harriman October 2006 - July 2008
Knightsbridge Solutions May 2006 - October 2006
Darwin Partners February 2001 - February 2006
iXL May 2000 - January 2001
Tessera Enterprise Systems February 1999 - April 2000
Tessera September 1995 - January 1999
Travelers September 1990 - September 1995
Travelers Insurance Company September 1990 - August 1995
Skills
Business Intelligence, Data Warehousing, CRM, Program Management, Retail, Analytics, Business Analysis, SDLC, Data Modeling, Vendor Management, ETL, Strategy, Data Integration, Business Development, Project Management, Management Consulting, Database Marketing, Process Improvement, IT Strategy, Business Process..., SaaS, Operational Planning, Professional Services, Marketing, E-commerce, Segmentation, Integration, Management, Leadership
Education
Trinity College-Hartford 1986 — 1990
BS
Bishop Guertin 1982 — 1986
Eric Macy, CFA Eric Macy, CFA's Brown Brothers Harriman Experience 1995 - 2007
Job Managing Director at Russell Investments
Industry Investment Management
Experience
Russell Investments December 2010 - Present
Mercer June 2007 - November 2010
Brown Brothers Harriman 1995 - 2007
Skills
Investment Management, Equities, Asset Management, Alternative Investments, Hedge Funds, Investments, Fixed Income, Mutual Funds, Portfolio Management, Asset Allocation
Education
University of California, San Diego 1987 — 1991
BA, Economics (honors)
Russell Investments December 2010 - Present
Mercer June 2007 - November 2010
Brown Brothers Harriman 1995 - 2007
Skills
Investment Management, Equities, Asset Management, Alternative Investments, Hedge Funds, Investments, Fixed Income, Mutual Funds, Portfolio Management, Asset Allocation
Education
University of California, San Diego 1987 — 1991
BA, Economics (honors)
Tasneem Batt Tasneem Batt's Brown Brothers Harriman Experience March 2015 - Present
Job AML Compliance Officer at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman March 2015 - Present
RBS Markets & International Banking March 2012 - March 2015
Pepsi Beverages Company May 2010 - November 2011
University of Bridgeport September 2007 - December 2009
Skills
Business Objects, AS..., Oracle, Microsoft Office 2007, Access, V-Lookup,Index,..., Languages: English,..., XML, Software Documentation, Access, Finance, Financial Analysis, Microsoft Excel, Training, Databases, Analysis, Business Analysis, Due Diligence, Microsoft Office, Management, Banking, Financial Risk, Risk Management, Internal Audit, Leadership
Education
University of Bridgeport 2006 — 2009
MBA, Finance
University of Bridgeport
Master of Business Administration (MBA)
Brown Brothers Harriman March 2015 - Present
RBS Markets & International Banking March 2012 - March 2015
Pepsi Beverages Company May 2010 - November 2011
University of Bridgeport September 2007 - December 2009
Skills
Business Objects, AS..., Oracle, Microsoft Office 2007, Access, V-Lookup,Index,..., Languages: English,..., XML, Software Documentation, Access, Finance, Financial Analysis, Microsoft Excel, Training, Databases, Analysis, Business Analysis, Due Diligence, Microsoft Office, Management, Banking, Financial Risk, Risk Management, Internal Audit, Leadership
Education
University of Bridgeport 2006 — 2009
MBA, Finance
University of Bridgeport
Master of Business Administration (MBA)
Jess Lipkind Jess Lipkind's Brown Brothers Harriman Experience August 2014 - September 2015
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
FactSet September 2015 - Present
Brown Brothers Harriman August 2014 - September 2015
Burkenroad Reports August 2013 - December 2013
Brown Brothers Harriman June 2013 - August 2013
ChapterSpot June 2012 - August 2012
Connected Living May 2011 - August 2011
Atlantic Toyota Scion May 2010 - August 2010
Skills
Analysis, Customer Service, Management, Accounting, Financial Modeling, Microsoft Excel, Research, Data Analysis, Equities, Fixed Income, Leadership
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
Universidad Pontificia Comillas 2012 — 2012
FactSet September 2015 - Present
Brown Brothers Harriman August 2014 - September 2015
Burkenroad Reports August 2013 - December 2013
Brown Brothers Harriman June 2013 - August 2013
ChapterSpot June 2012 - August 2012
Connected Living May 2011 - August 2011
Atlantic Toyota Scion May 2010 - August 2010
Skills
Analysis, Customer Service, Management, Accounting, Financial Modeling, Microsoft Excel, Research, Data Analysis, Equities, Fixed Income, Leadership
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
Universidad Pontificia Comillas 2012 — 2012
Theodore Finn's Brown Brothers Harriman Experience August 2015 - Present
Job Business Analyst at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman August 2015 - Present
Spotted LLC April 2013 - Present
Denham Capital May 2015 - July 2015
Venture Café June 2014 - July 2015
Tufts University June 2012 - July 2012
Stern Brothers June 2011 - September 2011
Ogilvy & Mather June 2010 - August 2010
Skills
HTTP, CSS, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, French, Social Media Marketing, Early-stage Startups, Social Media, Technology, Adobe Creative Suite, Microsoft Office, Entrepreneurship, iOS development, Start-ups, Marketing Strategy, Business Strategy
Education
Tufts University 2009 — 2013
B.S., Engineering, Human Factors, Computer Science, Ergonomics, Finance, Physics
The London School of Economics and Political Science (LSE) 2011 — 2012
General Course
Clayton 2005 — 2009
Brown Brothers Harriman August 2015 - Present
Spotted LLC April 2013 - Present
Denham Capital May 2015 - July 2015
Venture Café June 2014 - July 2015
Tufts University June 2012 - July 2012
Stern Brothers June 2011 - September 2011
Ogilvy & Mather June 2010 - August 2010
Skills
HTTP, CSS, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, French, Social Media Marketing, Early-stage Startups, Social Media, Technology, Adobe Creative Suite, Microsoft Office, Entrepreneurship, iOS development, Start-ups, Marketing Strategy, Business Strategy
Education
Tufts University 2009 — 2013
B.S., Engineering, Human Factors, Computer Science, Ergonomics, Finance, Physics
The London School of Economics and Political Science (LSE) 2011 — 2012
General Course
Clayton 2005 — 2009
Matthew Feeley's Brown Brothers Harriman Experience June 2014 - Present
Job Reconciliation & Analysis at Brown Brothers Harriman
Industry Research
Experience
Brown Brothers Harriman June 2014 - Present
Tulane University August 2010 - May 2013
WB Mason May 2012 - August 2012
Bass Pro Shops May 2011 - August 2011
USA Hockey January 2005 - April 2011
Skills
Thomson Reuters Eikon, Bloomberg Software, X_Trader, Microsoft Excel, PowerPoint, Microsoft Word, Pegasus, Commodity Risk..., Price Forecasting, Access, Financial Analysis, Data Analysis, Time Management, Valuation, Financial Modeling, Microsoft Office, Economics, Public Speaking, Analysis, Social Media, Research, Finance
Education
Tulane University 2013 — 2014
Master of Management in Energy
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Walpole High 2005 — 2009
Brown Brothers Harriman June 2014 - Present
Tulane University August 2010 - May 2013
WB Mason May 2012 - August 2012
Bass Pro Shops May 2011 - August 2011
USA Hockey January 2005 - April 2011
Skills
Thomson Reuters Eikon, Bloomberg Software, X_Trader, Microsoft Excel, PowerPoint, Microsoft Word, Pegasus, Commodity Risk..., Price Forecasting, Access, Financial Analysis, Data Analysis, Time Management, Valuation, Financial Modeling, Microsoft Office, Economics, Public Speaking, Analysis, Social Media, Research, Finance
Education
Tulane University 2013 — 2014
Master of Management in Energy
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Walpole High 2005 — 2009
Samuel Velishka Samuel Velishka's Brown Brothers Harriman Experience July 2005 - August 2006
Job Project Manager at Angelo, Gordon & Co.
Industry Investment Management
Experience
Angelo, Gordon & Co. August 2011 - Present
EY August 2006 - August 2011
Brown Brothers Harriman July 2005 - August 2006
Dayton Industries March 2004 - June 2005
Olympia Moving & Storage July 2000 - March 2004
Education
Tufts University
Bachelor of Arts (B.A.), Political Science
Angelo, Gordon & Co. August 2011 - Present
EY August 2006 - August 2011
Brown Brothers Harriman July 2005 - August 2006
Dayton Industries March 2004 - June 2005
Olympia Moving & Storage July 2000 - March 2004
Education
Tufts University
Bachelor of Arts (B.A.), Political Science
Andrew Dale's Brown Brothers Harriman Experience January 2013 - Present
Job Financial Analyst Investor Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2013 - Present
TN Marketing January 2010 - August 2011
Eurobungy, LLC May 2009 - August 2009
Skills
Finance, Microsoft Excel, Marketing, Data Analysis, Financial Analysis, Valuation, Financial Risk, Social Media, Customer Service, Managerial Finance, Securities, Facebook, Security Analysis, Income Statement, Credit Analysis, Twitter, Operations Management, Highly detail oriented, Bloomberg Terminal, Nonprofits, Entrepreneurship, Account Reconciliation, Mutual Funds, Internal Audit, General Ledger, Financial Services, Fund Accounting
Education
University of Denver 2008 — 2012
Bachelor of Science in Business Administration, Finance
Universidad de Belgrano 2010 — 2010
Study Abroad Program
Brown Brothers Harriman January 2013 - Present
TN Marketing January 2010 - August 2011
Eurobungy, LLC May 2009 - August 2009
Skills
Finance, Microsoft Excel, Marketing, Data Analysis, Financial Analysis, Valuation, Financial Risk, Social Media, Customer Service, Managerial Finance, Securities, Facebook, Security Analysis, Income Statement, Credit Analysis, Twitter, Operations Management, Highly detail oriented, Bloomberg Terminal, Nonprofits, Entrepreneurship, Account Reconciliation, Mutual Funds, Internal Audit, General Ledger, Financial Services, Fund Accounting
Education
University of Denver 2008 — 2012
Bachelor of Science in Business Administration, Finance
Universidad de Belgrano 2010 — 2010
Study Abroad Program
Jeff Corbin's Brown Brothers Harriman Experience March 2012 - March 2013
Job Business Systems Analyst at Aetna
Industry Insurance
Experience
Aetna January 2015 - Present
eSecLending March 2013 - October 2014
Brown Brothers Harriman March 2012 - March 2013
Skills
Research, Corporate Actions, Securities Lending, Data Analysis, Financial Analysis, Financial Modeling, Wealth Management, Loans, Social Media, Customer Service, Leadership, Microsoft Office
Education
Truman State University 2007 — 2011
Bachelor of Arts (BA), Economics
Aetna January 2015 - Present
eSecLending March 2013 - October 2014
Brown Brothers Harriman March 2012 - March 2013
Skills
Research, Corporate Actions, Securities Lending, Data Analysis, Financial Analysis, Financial Modeling, Wealth Management, Loans, Social Media, Customer Service, Leadership, Microsoft Office
Education
Truman State University 2007 — 2011
Bachelor of Arts (BA), Economics
Michelle Iodice Michelle Iodice's Brown Brothers Harriman Experience April 2010 - August 2011
Job Associate at Proskauer Rose LLP
Industry
Experience
Proskauer Rose LLP September 2014 - Present
Proskauer Rose LLP June 2013 - August 2013
EMC June 2012 - August 2012
Brown Brothers Harriman April 2010 - August 2011
State Street November 2009 - March 2010
State Street November 2008 - October 2009
State Street November 2007 - October 2008
Netage Solutions Financial Software October 2005 - June 2006
Education
Boston University School of Law
Doctor of Law (JD)
Universidad Pontificia Comillas 2014 — 2014
Semester of Study, Masters of International and European Business Law (MIEBL)
Boston University
BS, Business Administration and Management
Proskauer Rose LLP September 2014 - Present
Proskauer Rose LLP June 2013 - August 2013
EMC June 2012 - August 2012
Brown Brothers Harriman April 2010 - August 2011
State Street November 2009 - March 2010
State Street November 2008 - October 2009
State Street November 2007 - October 2008
Netage Solutions Financial Software October 2005 - June 2006
Education
Boston University School of Law
Doctor of Law (JD)
Universidad Pontificia Comillas 2014 — 2014
Semester of Study, Masters of International and European Business Law (MIEBL)
Boston University
BS, Business Administration and Management
Lani Noel Lani Noel's Brown Brothers Harriman Experience October 1998 - May 2000
Job Talent Acquisition Leader
Industry Internet
Experience
Guthy-Renker August 2013 - Present
Nuveen Investments May 2012 - August 2013
Westfield , LLC. December 2007 - May 2012
LPL Financial Services May 2006 - December 2007
Cricket Communications September 2005 - February 2006
Gateway June 2002 - March 2004
American Red Cross November 2001 - June 2002
Best Golf, LLC (start-up) May 2000 - May 2001
Brown Brothers Harriman October 1998 - May 2000
Skills
Recruiting, Talent Acquisition, Talent Management, Sourcing, Applicant Tracking..., Human Resources, Leadership, Management, Onboarding, College Recruiting, Program Management, Strategy, Process Improvement, Succession Planning, Technical Recruiting, Employee Relations, Strategic Sourcing, Negotiation, HRIS, Performance Management, Interview process..., Behavioral interviewing, Building Relationships
Education
Union College 1994 — 1998
BS, Psych
The Rivers School
The Rivers School
Guthy-Renker August 2013 - Present
Nuveen Investments May 2012 - August 2013
Westfield , LLC. December 2007 - May 2012
LPL Financial Services May 2006 - December 2007
Cricket Communications September 2005 - February 2006
Gateway June 2002 - March 2004
American Red Cross November 2001 - June 2002
Best Golf, LLC (start-up) May 2000 - May 2001
Brown Brothers Harriman October 1998 - May 2000
Skills
Recruiting, Talent Acquisition, Talent Management, Sourcing, Applicant Tracking..., Human Resources, Leadership, Management, Onboarding, College Recruiting, Program Management, Strategy, Process Improvement, Succession Planning, Technical Recruiting, Employee Relations, Strategic Sourcing, Negotiation, HRIS, Performance Management, Interview process..., Behavioral interviewing, Building Relationships
Education
Union College 1994 — 1998
BS, Psych
The Rivers School
The Rivers School
Chase Richey's Brown Brothers Harriman Experience January 2014 - March 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
Brown Brothers Harriman January 2014 - March 2015
Crimson Hexagon July 2013 - January 2014
Brown Brothers Harriman June 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Skills
Financial Modeling, Analysis, Mutual Funds, Financial Services, Microsoft Excel, Analytics, Financial Analysis, Data Analysis, Accounting, Competitive Analysis, Market Research, Strategy, PowerPoint, Marketing Strategy, Microsoft Office, Microsoft Word, Salesforce.com, SaaS, Social Media, Management, Business Development, Wealth Management, Start-ups
Education
Union College 2009 — 2013
Bachelor of Arts (B.A.), Managerial Economics
Salisbury School 2005 — 2009
Diploma
Goldman Sachs April 2015 - Present
Brown Brothers Harriman January 2014 - March 2015
Crimson Hexagon July 2013 - January 2014
Brown Brothers Harriman June 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Skills
Financial Modeling, Analysis, Mutual Funds, Financial Services, Microsoft Excel, Analytics, Financial Analysis, Data Analysis, Accounting, Competitive Analysis, Market Research, Strategy, PowerPoint, Marketing Strategy, Microsoft Office, Microsoft Word, Salesforce.com, SaaS, Social Media, Management, Business Development, Wealth Management, Start-ups
Education
Union College 2009 — 2013
Bachelor of Arts (B.A.), Managerial Economics
Salisbury School 2005 — 2009
Diploma
Ronke Oyekunle's Brown Brothers Harriman Experience January 2014 - June 2014
Job Investment Banking Analyst at Jefferies
Industry Banking
Experience
Jefferies June 2015 - Present
Avondale Partners August 2014 - October 2014
Brown Brothers Harriman January 2014 - June 2014
Cross of Light Church September 2005 - June 2014
Telefund March 2012 - September 2012
The Tufts Daily September 2010 - May 2011
Skills
Advertising, Research, Fundraising, Community Outreach, PowerPoint, Social Media, International Relations, Event Planning, Microsoft Office, Editing, Nonprofits, Public Speaking, Finance
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science (M.Sc.), Finance, General
Tufts University 2008 — 2013
Bachelor of Arts (B.A.), Economics and Chinese, Major GPA: 3.4
Zhejiang University 2011 — 2011
Study Abroad Program, Chinese
Phillips Exeter Academy 2005 — 2008
Diploma, Regular/General High School/Secondary Diploma Program
Jefferies June 2015 - Present
Avondale Partners August 2014 - October 2014
Brown Brothers Harriman January 2014 - June 2014
Cross of Light Church September 2005 - June 2014
Telefund March 2012 - September 2012
The Tufts Daily September 2010 - May 2011
Skills
Advertising, Research, Fundraising, Community Outreach, PowerPoint, Social Media, International Relations, Event Planning, Microsoft Office, Editing, Nonprofits, Public Speaking, Finance
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science (M.Sc.), Finance, General
Tufts University 2008 — 2013
Bachelor of Arts (B.A.), Economics and Chinese, Major GPA: 3.4
Zhejiang University 2011 — 2011
Study Abroad Program, Chinese
Phillips Exeter Academy 2005 — 2008
Diploma, Regular/General High School/Secondary Diploma Program
Jared Byrne Jared Byrne's Brown Brothers Harriman Experience May 2011 - September 2012
Job Business Analyst at Commonwealth of Massachusetts
Industry Hospital & Health Care
Experience
Commonwealth of Massachusetts September 2012 - Present
Brown Brothers Harriman May 2011 - September 2012
House of Blues September 2009 - May 2011
Ken's Restorations June 2008 - May 2011
Skills
PowerPoint, Bloomberg, Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, Sales, Event Planning, Research, Financial Analysis, Public Speaking, Data Analysis
Education
Union College 2004 — 2008
BA, Economics
Commonwealth of Massachusetts September 2012 - Present
Brown Brothers Harriman May 2011 - September 2012
House of Blues September 2009 - May 2011
Ken's Restorations June 2008 - May 2011
Skills
PowerPoint, Bloomberg, Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, Sales, Event Planning, Research, Financial Analysis, Public Speaking, Data Analysis
Education
Union College 2004 — 2008
BA, Economics
Austin McEntee Austin McEntee's Brown Brothers Harriman Experience June 2011 - Present
Job Sr. Client Account Manager for Brown Brothers Harriman and Co.
Industry Financial Services
Experience
Brown Brothers Harriman June 2011 - Present
Brown Brothers Harriman March 2010 - June 2011
McEntee Masonry Contractors April 2004 - February 2010
Elizabeth Dondis Photography January 2009 - May 2009
Skills
FX Hedging, Reporting & Analysis, Client Services, Team Leadership, Microsoft Office, Bloomberg Terminal
Education
Tulane University - A.B. Freeman School of Business 2006 — 2009
BSM, Finance and Management
Tufts University 2005 — 2005
School of Arts, and Sciences
Wilton Lyndeborough Cooperative High School 2002 — 2005
High School Diploma
Brown Brothers Harriman June 2011 - Present
Brown Brothers Harriman March 2010 - June 2011
McEntee Masonry Contractors April 2004 - February 2010
Elizabeth Dondis Photography January 2009 - May 2009
Skills
FX Hedging, Reporting & Analysis, Client Services, Team Leadership, Microsoft Office, Bloomberg Terminal
Education
Tulane University - A.B. Freeman School of Business 2006 — 2009
BSM, Finance and Management
Tufts University 2005 — 2005
School of Arts, and Sciences
Wilton Lyndeborough Cooperative High School 2002 — 2005
High School Diploma
Yucel Ors Yucel Ors's Brown Brothers Harriman Experience June 1987 - July 1988
Job Program Director, Public Safety at National League of Cities
Industry Government Relations
Experience
National League of Cities August 2013 - Present
CTECH Advisors March 2012 - Present
Association of Public-Safety Communications Officials (APCO) International June 1997 - February 2012
Thompson Hine LLP January 1993 - May 1994
Brown Brothers Harriman June 1987 - July 1988
Skills
Policy Analysis, Team Building, Business Analysis, Business Development, Strategic Planning, Public Relations, Strategic Communications, Media Outreach, Campaign Managment, Coalition Development, Operations Management, Project Management, Research, Data Analysis, Survey Research, Web Development, Telecommunications..., Wireless Broadband, Consensus Building, Non-profits, Community Outreach, Government, Program Management, Public Policy, Nonprofits, Leadership, Policy, Advocacy, Public Safety Technology, Federal Government, Analysis, Emergency Services, Homeland Security, Crisis Management, Public Safety, Legislation, Organizational..., Cross-functional Team..., Management, Proposal Writing, Telecommunications, Budgets, Governmental Affairs, Strategy, Mergers & Acquisitions, Coalitions, Legislative Relations, Consulting, Start-ups, Appropriations
Education
University of Central Florida 1994 — 1996
William Paterson University of New Jersey 1988 — 1992
National League of Cities August 2013 - Present
CTECH Advisors March 2012 - Present
Association of Public-Safety Communications Officials (APCO) International June 1997 - February 2012
Thompson Hine LLP January 1993 - May 1994
Brown Brothers Harriman June 1987 - July 1988
Skills
Policy Analysis, Team Building, Business Analysis, Business Development, Strategic Planning, Public Relations, Strategic Communications, Media Outreach, Campaign Managment, Coalition Development, Operations Management, Project Management, Research, Data Analysis, Survey Research, Web Development, Telecommunications..., Wireless Broadband, Consensus Building, Non-profits, Community Outreach, Government, Program Management, Public Policy, Nonprofits, Leadership, Policy, Advocacy, Public Safety Technology, Federal Government, Analysis, Emergency Services, Homeland Security, Crisis Management, Public Safety, Legislation, Organizational..., Cross-functional Team..., Management, Proposal Writing, Telecommunications, Budgets, Governmental Affairs, Strategy, Mergers & Acquisitions, Coalitions, Legislative Relations, Consulting, Start-ups, Appropriations
Education
University of Central Florida 1994 — 1996
William Paterson University of New Jersey 1988 — 1992
Dillon Pieri Dillon Pieri's Brown Brothers Harriman Experience July 2015 - Present
Job Treasury Specialist Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman July 2015 - Present
GTECH S.p.A. June 2014 - August 2014
Dedham Country and Polo Club June 2013 - August 2013
Pure Hockey June 2012 - August 2012
American Holt Corp. June 2008 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Financial Analysis, Microsoft Office, Public Speaking, Social Media, Research, Social Networking, Teamwork, Leadership, Analysis, Finance
Education
Union College 2011 — 2015
Bachelor of Arts (B.A.), Economics (Major) and History (Minor), Alumn
Brown Brothers Harriman July 2015 - Present
GTECH S.p.A. June 2014 - August 2014
Dedham Country and Polo Club June 2013 - August 2013
Pure Hockey June 2012 - August 2012
American Holt Corp. June 2008 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Financial Analysis, Microsoft Office, Public Speaking, Social Media, Research, Social Networking, Teamwork, Leadership, Analysis, Finance
Education
Union College 2011 — 2015
Bachelor of Arts (B.A.), Economics (Major) and History (Minor), Alumn
Carlos Fiuza de Mello's Brown Brothers Harriman Experience June 2013 - Present
Job Relationship Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
Bradley, Foster & Sargent, Inc. June 2012 - May 2013
Landmark Partners January 2012 - May 2012
Johnson Gage September 2011 - December 2011
Northwestern Mutual June 2011 - August 2011
Education
Trinity College-Hartford 2009 — 2013
BS, Political Science, Faculty Honors
Carlucci American International School of Lisbon 1994 — 2009
International Baccalaureate
Brown Brothers Harriman June 2013 - Present
Bradley, Foster & Sargent, Inc. June 2012 - May 2013
Landmark Partners January 2012 - May 2012
Johnson Gage September 2011 - December 2011
Northwestern Mutual June 2011 - August 2011
Education
Trinity College-Hartford 2009 — 2013
BS, Political Science, Faculty Honors
Carlucci American International School of Lisbon 1994 — 2009
International Baccalaureate
Jared Kamm Jared Kamm's Brown Brothers Harriman Experience January 2012 - March 2013
Job MBA Student Robert H. Smith School of Business, University of Maryland
Industry Financial Services
Experience
Robert H. Smith School of Business, University of Maryland May 2015 - Present
Heritage Financial Consultants LLC April 2014 - May 2015
TriCapital Advisors, Inc. March 2013 - April 2014
Brown Brothers Harriman January 2012 - March 2013
Robert W. Baird & Co. 2008 - 2011
Morgan Stanley Smith Barney 2007 - 2008
Legg Mason 2006 - 2007
Skills
Bloomberg, Investments, Microsoft Office, Thompson, Salesforce CRM, Banking, Time Management, Public Speaking, Microsoft Word, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance
Robert H. Smith School of Business, University of Maryland May 2015 - Present
Heritage Financial Consultants LLC April 2014 - May 2015
TriCapital Advisors, Inc. March 2013 - April 2014
Brown Brothers Harriman January 2012 - March 2013
Robert W. Baird & Co. 2008 - 2011
Morgan Stanley Smith Barney 2007 - 2008
Legg Mason 2006 - 2007
Skills
Bloomberg, Investments, Microsoft Office, Thompson, Salesforce CRM, Banking, Time Management, Public Speaking, Microsoft Word, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance
Richard Wilmarth Richard Wilmarth's Brown Brothers Harriman Experience April 2005 - Present
Job Compliance Product Specialist/Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2005 - Present
Skills
Bloomberg, Mutual Funds, Securities, Financial Services, Equities
Education
University at Buffalo 1989 — 1993
BA, Communications
Brown Brothers Harriman April 2005 - Present
Skills
Bloomberg, Mutual Funds, Securities, Financial Services, Equities
Education
University at Buffalo 1989 — 1993
BA, Communications
Philip Antonio Philip Antonio's Brown Brothers Harriman Experience 2008 - Present
Job Vice President/Department Head at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2008 - Present
Brown Brothers Harriman 2003 - 2008
Skills
Risk Management, Customer Relations, Excel, Strategic Planning, Process Improvement, Hyperion, Problem Solving, Project Management, Business Analysis, Banking, Microsoft Excel, Customer Service, Corporate Actions, Financial Analysis, Hyperion Enterprise, Accounting, Operations Management, Global Custody, Finance, Budgets, Trading, Hedge Funds, Securities, Cross-functional Team..., Financial Risk, Series 7, Leadership
Education
University at Albany, SUNY 1985 — 1989
BA, Economics
Brown Brothers Harriman 2008 - Present
Brown Brothers Harriman 2003 - 2008
Skills
Risk Management, Customer Relations, Excel, Strategic Planning, Process Improvement, Hyperion, Problem Solving, Project Management, Business Analysis, Banking, Microsoft Excel, Customer Service, Corporate Actions, Financial Analysis, Hyperion Enterprise, Accounting, Operations Management, Global Custody, Finance, Budgets, Trading, Hedge Funds, Securities, Cross-functional Team..., Financial Risk, Series 7, Leadership
Education
University at Albany, SUNY 1985 — 1989
BA, Economics
Jessica Zachowski Jessica Zachowski's Brown Brothers Harriman Experience 2004 - 2007
Job Brand Manager at Pfizer Consumer Healthcare
Industry Consumer Goods
Experience
Pfizer Consumer Healthcare September 2013 - Present
Pfizer Consumer Healthcare August 2012 - August 2013
Pfizer Consumer Healthcare December 2010 - August 2012
Bazooka Candy Brands, a division of the Topps Co. April 2009 - December 2010
Goldman Sachs Asset Management 2007 - 2009
Brown Brothers Harriman 2004 - 2007
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Marketing
Tufts University 2000 — 2004
BA, International Relations
Pfizer Consumer Healthcare September 2013 - Present
Pfizer Consumer Healthcare August 2012 - August 2013
Pfizer Consumer Healthcare December 2010 - August 2012
Bazooka Candy Brands, a division of the Topps Co. April 2009 - December 2010
Goldman Sachs Asset Management 2007 - 2009
Brown Brothers Harriman 2004 - 2007
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Marketing
Tufts University 2000 — 2004
BA, International Relations
Ben Budnevich's Brown Brothers Harriman Experience June 2010 - August 2010
Job Front End Developer at Vocativ
Industry Insurance
Experience
Vocativ December 2014 - Present
Hospitals Insurance Company April 2012 - December 2014
FOJP Service Corporation June 2011 - March 2012
Brown Brothers Harriman June 2010 - August 2010
Skills
JavaScript, HTML, jQuery, AJAX, SQL, C#, Visio, Insurance, Access, IIS, Databases, Microsoft SQL Server, SharePoint, Crystal Reports, Business Analysis, SDLC, Web Development, Web Applications, Microsoft Excel, CSS3, MySQL, Agile Methodologies, Windows, CSS, Unix, HTML5, HTML 5, Microsoft Office, MongoDB, Node.js, Backbone.js, Mongoose.js, Typescript, KnockoutJS, AngularJS
Education
State University of New York at Albany 2007 — 2011
Bachelor of Arts (B.A.), Computer Science
Vocativ December 2014 - Present
Hospitals Insurance Company April 2012 - December 2014
FOJP Service Corporation June 2011 - March 2012
Brown Brothers Harriman June 2010 - August 2010
Skills
JavaScript, HTML, jQuery, AJAX, SQL, C#, Visio, Insurance, Access, IIS, Databases, Microsoft SQL Server, SharePoint, Crystal Reports, Business Analysis, SDLC, Web Development, Web Applications, Microsoft Excel, CSS3, MySQL, Agile Methodologies, Windows, CSS, Unix, HTML5, HTML 5, Microsoft Office, MongoDB, Node.js, Backbone.js, Mongoose.js, Typescript, KnockoutJS, AngularJS
Education
State University of New York at Albany 2007 — 2011
Bachelor of Arts (B.A.), Computer Science
Alexander Ackerhalt's Brown Brothers Harriman Experience August 1997 - August 1998
Job Investor
Industry Venture Capital & Private Equity
Experience
Barclay's Real Estate March 2015 - Present
Self July 2014 - Present
Cornerstone Trading LLC January 2011 - May 2013
HTG Capital Partners, LLC November 2005 - December 2010
Citigroup Derivatives Markets Inc. September 2002 - October 2005
Citigroup Derivatives Markets Inc. January 2001 - August 2002
Gelber Group LLC August 1998 - May 2001
Brown Brothers Harriman August 1997 - August 1998
Essex Investments August 1996 - May 1997
Skills
Options, Trading, Volatility, Hedging, Commodity, Derivatives, Trading Systems, Financial Risk, Risk Management, Traders, Equity Derivatives, ETFs, Securities, Equities, Arbitrage, Financial Markets, Market Making, Proprietary Trading, Volatility Arbitrage, FINRA, Electronic Trading, Options Strategies, Bloomberg, Equity Trading, Trading Strategies, Mergers & Acquisitions, Mergers, Real Estate Transactions, Real Estate Investment...
Education
SUNY Albany 1992 — 1996
Bachelor of Arts (BA), Italian Language and Literature, dual minors in business and economics
Nichols 1987 — 1991
High school
Barclay's Real Estate March 2015 - Present
Self July 2014 - Present
Cornerstone Trading LLC January 2011 - May 2013
HTG Capital Partners, LLC November 2005 - December 2010
Citigroup Derivatives Markets Inc. September 2002 - October 2005
Citigroup Derivatives Markets Inc. January 2001 - August 2002
Gelber Group LLC August 1998 - May 2001
Brown Brothers Harriman August 1997 - August 1998
Essex Investments August 1996 - May 1997
Skills
Options, Trading, Volatility, Hedging, Commodity, Derivatives, Trading Systems, Financial Risk, Risk Management, Traders, Equity Derivatives, ETFs, Securities, Equities, Arbitrage, Financial Markets, Market Making, Proprietary Trading, Volatility Arbitrage, FINRA, Electronic Trading, Options Strategies, Bloomberg, Equity Trading, Trading Strategies, Mergers & Acquisitions, Mergers, Real Estate Transactions, Real Estate Investment...
Education
SUNY Albany 1992 — 1996
Bachelor of Arts (BA), Italian Language and Literature, dual minors in business and economics
Nichols 1987 — 1991
High school
Lorie Lin's Brown Brothers Harriman Experience July 2011 - July 2014
Job Business Development at athenahealth
Industry Information Technology and Services
Experience
athenahealth August 2014 - Present
Brown Brothers Harriman July 2011 - July 2014
Education
Tufts University
Bachelor of Arts (B.A.), Quantitative Economics, Entrepreneurship
athenahealth August 2014 - Present
Brown Brothers Harriman July 2011 - July 2014
Education
Tufts University
Bachelor of Arts (B.A.), Quantitative Economics, Entrepreneurship
Jon Habert Jon Habert's Brown Brothers Harriman Experience May 2015 - Present
Job HR Analyst, Reporting at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman May 2015 - Present
MBTA August 2013 - May 2015
Mercer February 2010 - August 2013
bisco industries April 2009 - December 2009
Skills
Microsoft Office, Training, Customer Service, Human Resources, Microsoft Excel, Process Improvement, Leadership, Recruiting, Data Analysis, Financial Analysis, Benefits Administration, Performance Management, Employee Benefits, Talent Management
Education
University of Arizona 2006 — 2008
Bachelor of Business Administration (BBA), Marketing, GPA 3.73
Brown Brothers Harriman May 2015 - Present
MBTA August 2013 - May 2015
Mercer February 2010 - August 2013
bisco industries April 2009 - December 2009
Skills
Microsoft Office, Training, Customer Service, Human Resources, Microsoft Excel, Process Improvement, Leadership, Recruiting, Data Analysis, Financial Analysis, Benefits Administration, Performance Management, Employee Benefits, Talent Management
Education
University of Arizona 2006 — 2008
Bachelor of Business Administration (BBA), Marketing, GPA 3.73
Haley Thompson Haley Thompson's Brown Brothers Harriman Experience December 2014 - Present
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2014 - Present
AVID Technical Resources December 2013 - December 2014
Connecticut College June 2013 - December 2013
Skills
Athletic Recruiting, Athletic Administration, Sports Marketing, Sports Management, Recruiting, Customer Service, Technical Recruiting, Temporary Placement, Human Resources, Training, College Recruiting, Social Networking, Interviews, Cold Calling, Coaching, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Microsoft Office
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (BA), American Studies
Pingree School 2005 — 2009
Brown Brothers Harriman December 2014 - Present
AVID Technical Resources December 2013 - December 2014
Connecticut College June 2013 - December 2013
Skills
Athletic Recruiting, Athletic Administration, Sports Marketing, Sports Management, Recruiting, Customer Service, Technical Recruiting, Temporary Placement, Human Resources, Training, College Recruiting, Social Networking, Interviews, Cold Calling, Coaching, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Microsoft Office
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (BA), American Studies
Pingree School 2005 — 2009
Jake Lanier Jake Lanier's Brown Brothers Harriman Experience September 2010 - November 2011
Job Marketing Analyst at CraftWorks Restaurants & Breweries, Inc.
Industry Marketing and Advertising
Experience
CraftWorks Restaurants & Breweries, Inc. March 2015 - Present
90octane December 2013 - December 2014
90octane July 2012 - December 2013
90octane November 2011 - July 2012
Brown Brothers Harriman September 2010 - November 2011
OppenheimerFunds May 2006 - September 2010
OppenheimerFunds December 2004 - May 2006
OppenheimerFunds December 2003 - December 2004
Skills
Analytics, Digital Marketing, Interactive Marketing, Lead Generation, SEM, Google Analytics, PPC, Marketo, Email Marketing, Marketing Strategy, Web Analytics, MailChimp, Social Media Marketing, Google Adwords, Public Speaking, Alternative Investments, SEO, Online Marketing, Portfolio Management, Marketing Automation, Enterprise Social..., Innovation, Tableau, Microsoft Excel, Microsoft Office, Financial Analysis, Account Management, Nonprofits, Client Relations Skills, Search Engines, Mobile Marketing, Digital Strategy, Digital Media, Customer Acquisition, Investments, Online Advertising, Project Management, Social Media Measurement, PPC Bid Management, Lead Optimisation, B2B Marketing, Improvisational Comedy, Integrity, Managing Project Budgets, Keynote, PowerPoint, Fund Accounting, CRM, Basecamp, Business Intelligence
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS, Finance
CraftWorks Restaurants & Breweries, Inc. March 2015 - Present
90octane December 2013 - December 2014
90octane July 2012 - December 2013
90octane November 2011 - July 2012
Brown Brothers Harriman September 2010 - November 2011
OppenheimerFunds May 2006 - September 2010
OppenheimerFunds December 2004 - May 2006
OppenheimerFunds December 2003 - December 2004
Skills
Analytics, Digital Marketing, Interactive Marketing, Lead Generation, SEM, Google Analytics, PPC, Marketo, Email Marketing, Marketing Strategy, Web Analytics, MailChimp, Social Media Marketing, Google Adwords, Public Speaking, Alternative Investments, SEO, Online Marketing, Portfolio Management, Marketing Automation, Enterprise Social..., Innovation, Tableau, Microsoft Excel, Microsoft Office, Financial Analysis, Account Management, Nonprofits, Client Relations Skills, Search Engines, Mobile Marketing, Digital Strategy, Digital Media, Customer Acquisition, Investments, Online Advertising, Project Management, Social Media Measurement, PPC Bid Management, Lead Optimisation, B2B Marketing, Improvisational Comedy, Integrity, Managing Project Budgets, Keynote, PowerPoint, Fund Accounting, CRM, Basecamp, Business Intelligence
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS, Finance
Tatjana Mitchell Tatjana Mitchell's Brown Brothers Harriman Experience March 2011 - October 2011
Job Financial Analyst at Zayo Group
Industry Accounting
Experience
Zayo Group December 2014 - Present
Robert Half Finance & Accounting September 2013 - November 2014
My Child's Storybook October 2011 - September 2013
Brown Brothers Harriman March 2011 - October 2011
OppenheimerFunds April 2007 - March 2011
Standard & Poor's 2005 - 2007
University of Tartu September 2000 - December 2002
Skills
Financial Analysis, Equities, Accounting, Business Analysis, Bloomberg, Finance, Entrepreneurship, Analysis, Asset Management, Securities, Securities Regulation, Compliance, Teaching, Fund Accounting, revenue accounting, Corporate Finance, Investments, Small Business, Financial Accounting, Due Diligence, Contract Recruitment, Human Resources, Management, Financial Reporting, Financial Modeling, Microsoft Excel
Education
University of Colorado at Denver 2007 — 2011
Master of Business Administration (M.B.A.), Finance
Tartu Ülikool 1994 — 1998
BA, Investments and Economics
Zayo Group December 2014 - Present
Robert Half Finance & Accounting September 2013 - November 2014
My Child's Storybook October 2011 - September 2013
Brown Brothers Harriman March 2011 - October 2011
OppenheimerFunds April 2007 - March 2011
Standard & Poor's 2005 - 2007
University of Tartu September 2000 - December 2002
Skills
Financial Analysis, Equities, Accounting, Business Analysis, Bloomberg, Finance, Entrepreneurship, Analysis, Asset Management, Securities, Securities Regulation, Compliance, Teaching, Fund Accounting, revenue accounting, Corporate Finance, Investments, Small Business, Financial Accounting, Due Diligence, Contract Recruitment, Human Resources, Management, Financial Reporting, Financial Modeling, Microsoft Excel
Education
University of Colorado at Denver 2007 — 2011
Master of Business Administration (M.B.A.), Finance
Tartu Ülikool 1994 — 1998
BA, Investments and Economics
Bryant Hicks's Brown Brothers Harriman Experience June 2012 - May 2013
Job Client Account Representative at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions June 2013 - Present
United States Air Force May 2008 - May 2014
Brown Brothers Harriman June 2012 - May 2013
J.P. Morgan September 2011 - November 2011
UBS Financial Services May 2010 - May 2011
Starbucks Coffee Company August 2006 - January 2009
Skills
Analysis, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, PowerPoint, Management, Microsoft Word, VBA, Financial Modeling, Corporate Finance, Outlook, Research, Windows
Education
University of Colorado at Boulder 2007 — 2012
BA Business Administration, Finance, General
Matrix Financial Solutions June 2013 - Present
United States Air Force May 2008 - May 2014
Brown Brothers Harriman June 2012 - May 2013
J.P. Morgan September 2011 - November 2011
UBS Financial Services May 2010 - May 2011
Starbucks Coffee Company August 2006 - January 2009
Skills
Analysis, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, PowerPoint, Management, Microsoft Word, VBA, Financial Modeling, Corporate Finance, Outlook, Research, Windows
Education
University of Colorado at Boulder 2007 — 2012
BA Business Administration, Finance, General
Keane Palmer Keane Palmer's Brown Brothers Harriman Experience May 2013 - May 2015
Job Fund Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2013 - May 2015
Raymond James Financial Inc. May 2011 - December 2012
The Olson Company April 2010 - September 2010
Skills
Analysis, Data Analysis, Finance, Microsoft Excel, Financial Analysis, PowerPoint
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Brown Brothers Harriman May 2013 - May 2015
Raymond James Financial Inc. May 2011 - December 2012
The Olson Company April 2010 - September 2010
Skills
Analysis, Data Analysis, Finance, Microsoft Excel, Financial Analysis, PowerPoint
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Andrew Delorey's Brown Brothers Harriman Experience October 2009 - February 2011
Job Associate at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank January 2014 - Present
Natixis Global Asset Management February 2011 - January 2014
Brown Brothers Harriman October 2009 - February 2011
Skills
Equities, Bloomberg, Alternative Investments, Asset Allocation, Series 7, Fixed Income, Mutual Funds, Investments, Hedge Funds, Asset Management, Financial Modeling, Valuation, Portfolio Management, Series 63, Capital Markets, Financial Analysis, Securities, Private Equity, Wealth Management, Investment Strategies
Education
Tufts University 2005 — 2009
B.A, Economics
Silicon Valley Bank January 2014 - Present
Natixis Global Asset Management February 2011 - January 2014
Brown Brothers Harriman October 2009 - February 2011
Skills
Equities, Bloomberg, Alternative Investments, Asset Allocation, Series 7, Fixed Income, Mutual Funds, Investments, Hedge Funds, Asset Management, Financial Modeling, Valuation, Portfolio Management, Series 63, Capital Markets, Financial Analysis, Securities, Private Equity, Wealth Management, Investment Strategies
Education
Tufts University 2005 — 2009
B.A, Economics
Joel Sebagala Joel Sebagala's Brown Brothers Harriman Experience September 2014 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - Present
Michigan Daily September 2013 - May 2014
Freelance Tutoring July 2013 - August 2013
Point-of-Use Water Treatment Project for Uganda August 2012 - September 2012
Organizing For America June 2011 - August 2011
Skills
Microsoft Excel, Finance, Economics, Public Health, Econometrics, Statistics, Data Entry, Microsoft Word
Education
University of Michigan 2012 — 2014
Bachelor of Arts (B.A.), Economics
State University of New York at Buffalo 2010 — 2012
Brown Brothers Harriman September 2014 - Present
Michigan Daily September 2013 - May 2014
Freelance Tutoring July 2013 - August 2013
Point-of-Use Water Treatment Project for Uganda August 2012 - September 2012
Organizing For America June 2011 - August 2011
Skills
Microsoft Excel, Finance, Economics, Public Health, Econometrics, Statistics, Data Entry, Microsoft Word
Education
University of Michigan 2012 — 2014
Bachelor of Arts (B.A.), Economics
State University of New York at Buffalo 2010 — 2012
Matthew Grieco Matthew Grieco's Brown Brothers Harriman Experience December 2014 - March 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Brown Brothers Harriman December 2014 - March 2015
Gadge USA November 2014 - December 2014
Aurify Brands June 2013 - August 2013
Securitas July 2011 - August 2011
Superior Motion Control June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Cpr Certified, First Aid
Education
SUNY Albany 2010 — 2014
Bachelor of Business Administration (BBA), Finance/Marketing, 3.3
Fidelity Investments April 2015 - Present
Brown Brothers Harriman December 2014 - March 2015
Gadge USA November 2014 - December 2014
Aurify Brands June 2013 - August 2013
Securitas July 2011 - August 2011
Superior Motion Control June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Cpr Certified, First Aid
Education
SUNY Albany 2010 — 2014
Bachelor of Business Administration (BBA), Finance/Marketing, 3.3
Anthony Jacoby Anthony Jacoby's Brown Brothers Harriman Experience May 2013 - Present
Job OTC Derivatives Specialist at Brown Brothers Harriman
Industry Wholesale
Experience
Brown Brothers Harriman May 2013 - Present
Kappa Sigma Fraternity August 2011 - March 2013
Poor Boy Trading August 2010 - January 2013
Skills
Applied Mathematics, Credit Derivatives, Interest Rate..., FX Derivatives, Microsoft Excel, Derivatives, VBA, Technical Writing, Exotic Derivatives, Collateral Management, Economic Research, Data Analysis, Collateral, Self-starter, Economics, Visual Basic, Trading, Quantitative Analytics, Finance
Education
University of Colorado at Boulder 2004 — 2008
Economics Quantitative Emphasis, economics and applied mathematics
Brown Brothers Harriman May 2013 - Present
Kappa Sigma Fraternity August 2011 - March 2013
Poor Boy Trading August 2010 - January 2013
Skills
Applied Mathematics, Credit Derivatives, Interest Rate..., FX Derivatives, Microsoft Excel, Derivatives, VBA, Technical Writing, Exotic Derivatives, Collateral Management, Economic Research, Data Analysis, Collateral, Self-starter, Economics, Visual Basic, Trading, Quantitative Analytics, Finance
Education
University of Colorado at Boulder 2004 — 2008
Economics Quantitative Emphasis, economics and applied mathematics
Jeff Fasulo Jeff Fasulo's Brown Brothers Harriman Experience November 2006 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2006 - Present
Education
Union College
Bachelor of Science (BS), Mathematics
Brown Brothers Harriman November 2006 - Present
Education
Union College
Bachelor of Science (BS), Mathematics
Michael Halal Michael Halal's Brown Brothers Harriman Experience September 2014 - Present
Job Vice President Business Command Center at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman September 2014 - Present
Projector PSA November 2013 - July 2014
Citi 2011 - 2013
Citi 2002 - 2010
Blue Dolphin Group (BlueDolphin.com) January 2001 - October 2002
Foodline.com 2000 - 2000
Skills
Technology Change..., Cross-functional Team..., Business Analysis, Project Management, Process Improvement, Quality Assurance, Software Quality..., Compliance, Product Management, Change Management, Program Management, Vendor Management, SDLC, Software Project..., Team Management, Risk Management, SharePoint, Project Portfolio..., Business Process..., ITIL Service Strategy, ITIL Process..., Service Transformation, Test Management, Test Planning, triage, Microsoft Office, Quality Management, Data Center, Analysis, Testing, PMP, ITIL, Requirements Analysis, ITIL Process, IT Strategy, PMO, IT Service Management, Incident Management, Business Requirements, Management, Software Development, Outsourcing, Strategy, Governance
Education
Clark University, Computer Career Institute
Certificate, Client/Server Applications & Web Development
University of Bridgeport
B.F.A
Brown Brothers Harriman September 2014 - Present
Projector PSA November 2013 - July 2014
Citi 2011 - 2013
Citi 2002 - 2010
Blue Dolphin Group (BlueDolphin.com) January 2001 - October 2002
Foodline.com 2000 - 2000
Skills
Technology Change..., Cross-functional Team..., Business Analysis, Project Management, Process Improvement, Quality Assurance, Software Quality..., Compliance, Product Management, Change Management, Program Management, Vendor Management, SDLC, Software Project..., Team Management, Risk Management, SharePoint, Project Portfolio..., Business Process..., ITIL Service Strategy, ITIL Process..., Service Transformation, Test Management, Test Planning, triage, Microsoft Office, Quality Management, Data Center, Analysis, Testing, PMP, ITIL, Requirements Analysis, ITIL Process, IT Strategy, PMO, IT Service Management, Incident Management, Business Requirements, Management, Software Development, Outsourcing, Strategy, Governance
Education
Clark University, Computer Career Institute
Certificate, Client/Server Applications & Web Development
University of Bridgeport
B.F.A
Nicholas Dan Nicholas Dan's Brown Brothers Harriman Experience October 2012 - November 2012
Job Sr. Consultant at Booz Allen Hamilton
Industry Financial Services
Experience
Booz Allen Hamilton November 2012 - Present
Brown Brothers Harriman October 2012 - November 2012
University of Colorado January 2012 - May 2012
National Park Service May 2010 - August 2010
City of Lakewood Parks & Recreation May 2008 - August 2009
Ace Hardware January 2008 - June 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Writing, Financial Analysis, Leadership, Market Research, Time Management
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
B.S. degree, Business Administration - Finance
Booz Allen Hamilton November 2012 - Present
Brown Brothers Harriman October 2012 - November 2012
University of Colorado January 2012 - May 2012
National Park Service May 2010 - August 2010
City of Lakewood Parks & Recreation May 2008 - August 2009
Ace Hardware January 2008 - June 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Writing, Financial Analysis, Leadership, Market Research, Time Management
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
B.S. degree, Business Administration - Finance
Ian Lapin Ian Lapin's Brown Brothers Harriman Experience March 2014 - Present
Job Fund Accountant
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
William Pitt Sotheby's International Realty June 2013 - Present
All Web Studios December 2012 - Present
Fiduciary Investment Advisors, LLC September 2012 - May 2013
The Website Warehouse June 2011 - October 2012
Jack Eyes May 2012 - August 2012
Elite Property LLC October 2011 - May 2012
Skills
Microsoft Office, Facebook, Microsoft Excel, Social Media, PowerPoint, Social Media Marketing, Investments, Research, Public Speaking, Sales, Marketing Strategy, Economics
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Anthropology
Avon Old Farms 2005 — 2009
high school
Brown Brothers Harriman March 2014 - Present
William Pitt Sotheby's International Realty June 2013 - Present
All Web Studios December 2012 - Present
Fiduciary Investment Advisors, LLC September 2012 - May 2013
The Website Warehouse June 2011 - October 2012
Jack Eyes May 2012 - August 2012
Elite Property LLC October 2011 - May 2012
Skills
Microsoft Office, Facebook, Microsoft Excel, Social Media, PowerPoint, Social Media Marketing, Investments, Research, Public Speaking, Sales, Marketing Strategy, Economics
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Anthropology
Avon Old Farms 2005 — 2009
high school
Laine Pacetti Laine Pacetti's Brown Brothers Harriman Experience December 2012 - Present
Job
Industry Financial Services
Experience
Brown Brothers Harriman December 2012 - Present
Alpha Phi Foundation December 2008 - December 2009
Hammersmith Management May 2005 - August 2005
Skills
Sales, Public Speaking, Management, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Social Networking, Microsoft Word, Time Management
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Finance, Finance and Pre-Med
Brown Brothers Harriman December 2012 - Present
Alpha Phi Foundation December 2008 - December 2009
Hammersmith Management May 2005 - August 2005
Skills
Sales, Public Speaking, Management, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Social Networking, Microsoft Word, Time Management
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Finance, Finance and Pre-Med
Jeffrey Legendre Jeffrey Legendre's Brown Brothers Harriman Experience May 2005 - August 2005
Job Manager, Sublease Portfolios at American Tower
Industry Logistics and Supply Chain
Experience
American Tower August 2015 - Present
American Tower September 2013 - August 2015
Vantage Partners May 2012 - August 2013
Communispace Corporation October 2010 - May 2012
L.E.K. Consulting July 2010 - August 2010
Hanjin Shipping July 2008 - May 2009
Hanjin Shipping July 2007 - July 2008
Hanjin Shipping June 2006 - July 2007
Brown Brothers Harriman May 2005 - August 2005
Skills
Consulting, Management Consulting, Supply Chain, Strategy, Analysis, Research, Procurement, Vendor Management, Vendor Contracts, Indirect Purchasing, Indirect Spend, Market Research, Procurement Contracts, Training, Recruiting, Vendor Relationship..., Program Management, Marketing Strategy, Marketing, Social Media
Education
The College of William and Mary - The Mason School of Business 2002 — 2006
Bachelor of Business Administration, Finance with an International Emphasis, Concentration in Marketing
Universidad de Sevilla 2005 — 2005
Study Abroad, International Business
St. John's Preparatory School 1998 — 2002
American Tower August 2015 - Present
American Tower September 2013 - August 2015
Vantage Partners May 2012 - August 2013
Communispace Corporation October 2010 - May 2012
L.E.K. Consulting July 2010 - August 2010
Hanjin Shipping July 2008 - May 2009
Hanjin Shipping July 2007 - July 2008
Hanjin Shipping June 2006 - July 2007
Brown Brothers Harriman May 2005 - August 2005
Skills
Consulting, Management Consulting, Supply Chain, Strategy, Analysis, Research, Procurement, Vendor Management, Vendor Contracts, Indirect Purchasing, Indirect Spend, Market Research, Procurement Contracts, Training, Recruiting, Vendor Relationship..., Program Management, Marketing Strategy, Marketing, Social Media
Education
The College of William and Mary - The Mason School of Business 2002 — 2006
Bachelor of Business Administration, Finance with an International Emphasis, Concentration in Marketing
Universidad de Sevilla 2005 — 2005
Study Abroad, International Business
St. John's Preparatory School 1998 — 2002
Katherine Weaver Katherine Weaver's Brown Brothers Harriman Experience January 2015 - Present
Job Fund Accounting Supervisor
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman March 2014 - January 2015
Brown Brothers Harriman February 2013 - March 2014
In the Spotlight August 2009 - May 2013
USA Rugby February 2008 - September 2008
Xcel Energy May 2007 - September 2007
Louis Dreyfus January 2006 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Lotus Notes, Mutual Funds, Data Analysis, Research, STAR, IBM AS/400, Entegrate, Social Media, Event Planning, Outlook, Filemaker Pro, Mac OS, Event Management, Adobe Creative Suite, Strategic Planning
Education
University of Colorado at Boulder
Bachelor of Arts (BA), Economics
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman March 2014 - January 2015
Brown Brothers Harriman February 2013 - March 2014
In the Spotlight August 2009 - May 2013
USA Rugby February 2008 - September 2008
Xcel Energy May 2007 - September 2007
Louis Dreyfus January 2006 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Lotus Notes, Mutual Funds, Data Analysis, Research, STAR, IBM AS/400, Entegrate, Social Media, Event Planning, Outlook, Filemaker Pro, Mac OS, Event Management, Adobe Creative Suite, Strategic Planning
Education
University of Colorado at Boulder
Bachelor of Arts (BA), Economics
David Nangle David Nangle's Brown Brothers Harriman Experience June 2008 - September 2008
Job Associate at Seward & Kissel LLP
Industry Law Practice
Experience
Seward & Kissel LLP September 2013 - Present
Dubai Judicial Institute March 2013 - March 2013
Seward & Kissel LLP May 2012 - August 2012
Dej-Udom Associates June 2011 - August 2011
Tradar September 2008 - July 2010
Brown Brothers Harriman June 2008 - September 2008
Skills
Legal Research, Legal Writing, Hedge Funds, Due Diligence, Financial Reporting, Alternative Investments, Asset Management, Financial Modeling, Private Equity, Portfolio Management, Corporate Governance, Mutual Funds, Mergers & Acquisitions
Education
University of Wisconsin Law School 2010 — 2013
Doctor of Law (J.D.), Law
Tufts University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government, Economics
Seward & Kissel LLP September 2013 - Present
Dubai Judicial Institute March 2013 - March 2013
Seward & Kissel LLP May 2012 - August 2012
Dej-Udom Associates June 2011 - August 2011
Tradar September 2008 - July 2010
Brown Brothers Harriman June 2008 - September 2008
Skills
Legal Research, Legal Writing, Hedge Funds, Due Diligence, Financial Reporting, Alternative Investments, Asset Management, Financial Modeling, Private Equity, Portfolio Management, Corporate Governance, Mutual Funds, Mergers & Acquisitions
Education
University of Wisconsin Law School 2010 — 2013
Doctor of Law (J.D.), Law
Tufts University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government, Economics
Allison Sheridan's Brown Brothers Harriman Experience September 1998 - July 2005
Job Director of Trade Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments December 2007 - July 2010
Fidelity Investments July 2005 - December 2007
Brown Brothers Harriman September 1998 - July 2005
Skills
Due Diligence, Securities, Mutual Funds, Financial Services, Financial Risk, Bloomberg, Fixed Income, Investments, Asset Management, Equities, Risk Management
Education
Yale University 1996 — 1998
MA, International Affairs
University of Colorado Boulder 1991 — 1995
BA, International Relations
Fidelity Investments July 2010 - Present
Fidelity Investments December 2007 - July 2010
Fidelity Investments July 2005 - December 2007
Brown Brothers Harriman September 1998 - July 2005
Skills
Due Diligence, Securities, Mutual Funds, Financial Services, Financial Risk, Bloomberg, Fixed Income, Investments, Asset Management, Equities, Risk Management
Education
Yale University 1996 — 1998
MA, International Affairs
University of Colorado Boulder 1991 — 1995
BA, International Relations
Gabe Columbus's Brown Brothers Harriman Experience 2001 - 2007
Job
Industry Financial Services
Experience
Eagle Investment Systems (a BNY Mellon Company) April 2008 - Present
BusinessEdge Solutions October 2007 - April 2008
Brown Brothers Harriman 2001 - 2007
John Hancock 1998 - 2001
Hardwood Flooring June 1996 - August 1997
Landscaping June 1994 - August 1996
Skills
Financial Services, Business Analysis, SDLC, Project Management, Management, Requirements Analysis, IT Strategy, Risk Management, Requirements Gathering, Software Project..., Vendor Management, Business Intelligence, Process Improvement, Data Warehousing, Program Management, Business Requirements, Consulting, Analysis, Software Development, Asset Management, Agile Methodologies, Visio, Mutual Funds, Securities, PMO, Business Process, Equities, Release Management
Education
University of Phoenix 2003 — 2005
MBA
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Applied Science (B.A.Sc.)
University of Massachusetts Boston 1996 — 1996
Summer Class
United States Military Academy at West Point 1990 — 1993
Observer ONLY
Pascack Hills HS 1989 — 1993
HS Diploma
Eagle Investment Systems (a BNY Mellon Company) April 2008 - Present
BusinessEdge Solutions October 2007 - April 2008
Brown Brothers Harriman 2001 - 2007
John Hancock 1998 - 2001
Hardwood Flooring June 1996 - August 1997
Landscaping June 1994 - August 1996
Skills
Financial Services, Business Analysis, SDLC, Project Management, Management, Requirements Analysis, IT Strategy, Risk Management, Requirements Gathering, Software Project..., Vendor Management, Business Intelligence, Process Improvement, Data Warehousing, Program Management, Business Requirements, Consulting, Analysis, Software Development, Asset Management, Agile Methodologies, Visio, Mutual Funds, Securities, PMO, Business Process, Equities, Release Management
Education
University of Phoenix 2003 — 2005
MBA
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Applied Science (B.A.Sc.)
University of Massachusetts Boston 1996 — 1996
Summer Class
United States Military Academy at West Point 1990 — 1993
Observer ONLY
Pascack Hills HS 1989 — 1993
HS Diploma
Randolph Back's Brown Brothers Harriman Experience June 2008 - December 2014
Job Software Architect, Consultant
Industry Computer Software
Experience
Brown Brothers Harriman June 2008 - December 2014
ObjectRiver, Inc. January 2003 - January 2008
SAS Institute 2004 - 2005
SAS 2004 - 2005
Rogue Wave Software June 2000 - December 2002
XVT Software June 1996 - June 2000
Precision Visuals September 1984 - June 1994
Visual Numerics 1984 - 1992
Skills
Agile Methodologies, Perl, Unix, Software Development, Architecture, XML, Java, Python, SQL, C#, Oracle, Software Design, Software Engineering, C++, Linux, Distributed Systems, Web Services, Object Oriented Design, Enterprise Architecture, SOA, Architectures
Education
University of Colorado Boulder 1981 — 1984
MS, Applied Math and Computer Science
University of Kentucky 1974 — 1978
BS, Mathematics
Brown Brothers Harriman June 2008 - December 2014
ObjectRiver, Inc. January 2003 - January 2008
SAS Institute 2004 - 2005
SAS 2004 - 2005
Rogue Wave Software June 2000 - December 2002
XVT Software June 1996 - June 2000
Precision Visuals September 1984 - June 1994
Visual Numerics 1984 - 1992
Skills
Agile Methodologies, Perl, Unix, Software Development, Architecture, XML, Java, Python, SQL, C#, Oracle, Software Design, Software Engineering, C++, Linux, Distributed Systems, Web Services, Object Oriented Design, Enterprise Architecture, SOA, Architectures
Education
University of Colorado Boulder 1981 — 1984
MS, Applied Math and Computer Science
University of Kentucky 1974 — 1978
BS, Mathematics
Jeffrey Arena's Brown Brothers Harriman Experience January 1999 - April 2003
Job
Industry Financial Services
Experience
Abrams Capital December 2010 - Present
Sapient Global Markets October 2007 - November 2010
Sowood Capital Management January 2007 - September 2007
Diamond Management and Strategy Consulting June 2006 - January 2007
Wellington Management April 2003 - June 2006
Brown Brothers Harriman January 1999 - April 2003
Interactive Data June 1997 - January 1999
Education
Tufts University 1993 — 1997
BA
Abrams Capital December 2010 - Present
Sapient Global Markets October 2007 - November 2010
Sowood Capital Management January 2007 - September 2007
Diamond Management and Strategy Consulting June 2006 - January 2007
Wellington Management April 2003 - June 2006
Brown Brothers Harriman January 1999 - April 2003
Interactive Data June 1997 - January 1999
Education
Tufts University 1993 — 1997
BA
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
Bradley Sullivan's Brown Brothers Harriman Experience July 2004 - July 2005
Job Vice President at State Street Bank
Industry Investment Management
Experience
State Street Bank April 2013 - Present
MetLife Investments July 2010 - April 2013
MetLife Investments August 2007 - June 2010
Friedman Billings Ramsey May 2006 - August 2006
Brown Brothers Harriman July 2004 - July 2005
Brown Brothers Harriman August 2001 - June 2004
Skills
Equity Research, Healthcare, Equities, Financial Modeling, Fixed Income, Investments, Loans, Bonds, Restructuring, Debt Restructuring, Valuation, Industry Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business 1997 — 2001
BSM, Finance Accounting
State Street Bank April 2013 - Present
MetLife Investments July 2010 - April 2013
MetLife Investments August 2007 - June 2010
Friedman Billings Ramsey May 2006 - August 2006
Brown Brothers Harriman July 2004 - July 2005
Brown Brothers Harriman August 2001 - June 2004
Skills
Equity Research, Healthcare, Equities, Financial Modeling, Fixed Income, Investments, Loans, Bonds, Restructuring, Debt Restructuring, Valuation, Industry Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business 1997 — 2001
BSM, Finance Accounting
Crossan Barnes's Brown Brothers Harriman Experience April 2005 - April 2007
Job Account Manager at Forrester Research
Industry Information Technology and Services
Experience
Forrester Research March 2015 - Present
State Street Corporation April 2007 - June 2014
Brown Brothers Harriman April 2005 - April 2007
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Securities, Mutual Funds, Derivatives, Financial Services, Capital Markets, Securities Lending, Alternative Investments, Asset Management, Portfolio Management, Trading, ETFs, Trading Systems, Investment Banking, Collateral Management, Relationship Management, Building Relationships, Relationship Building
Education
Trinity College-Hartford 1993 — 1997
BA, Economics
Forrester Research March 2015 - Present
State Street Corporation April 2007 - June 2014
Brown Brothers Harriman April 2005 - April 2007
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Securities, Mutual Funds, Derivatives, Financial Services, Capital Markets, Securities Lending, Alternative Investments, Asset Management, Portfolio Management, Trading, ETFs, Trading Systems, Investment Banking, Collateral Management, Relationship Management, Building Relationships, Relationship Building
Education
Trinity College-Hartford 1993 — 1997
BA, Economics
Sarah Back's Brown Brothers Harriman Experience 2001 - 2003
Job Interior Decorator
Industry Design
Experience
Back Interiors January 2010 - Present
Perseus Books Group 2004 - 2005
Houghton Mifflin 2002 - 2004
Brown Brothers Harriman 2001 - 2003
Education
Archeworks 2005 — 2006
Post Graduate Certificate
Trinity College-Hartford 1996 — 2000
BA, Philosophy
Deerfield Academy 1993 — 1996
Back Interiors January 2010 - Present
Perseus Books Group 2004 - 2005
Houghton Mifflin 2002 - 2004
Brown Brothers Harriman 2001 - 2003
Education
Archeworks 2005 — 2006
Post Graduate Certificate
Trinity College-Hartford 1996 — 2000
BA, Philosophy
Deerfield Academy 1993 — 1996
Tara Mangam, PHR's Brown Brothers Harriman Experience September 2005 - June 2006
Job Director, Campus Recruiting at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Deutsche Bank October 2009 - August 2014
Merrill Lynch July 2007 - March 2009
UBS Investment Bank May 2006 - July 2007
Brown Brothers Harriman September 2005 - June 2006
Putnam Investments December 2003 - August 2005
Education
University of Colorado Boulder 1997 — 2001
Guggenheim Partners August 2014 - Present
Deutsche Bank October 2009 - August 2014
Merrill Lynch July 2007 - March 2009
UBS Investment Bank May 2006 - July 2007
Brown Brothers Harriman September 2005 - June 2006
Putnam Investments December 2003 - August 2005
Education
University of Colorado Boulder 1997 — 2001
Darby Hobbs's Brown Brothers Harriman Experience June 2010 - 2013
Job Founder & CEO, SOCIAL3, Social Innovator, Motivational Presenter, Educator, Author, Visionary, Strategic Marketer
Industry Financial Services
Experience
SOCIAL3 June 2013 - Present
Brown Brothers Harriman June 2010 - 2013
Fidelity Investments May 2007 - February 2009
PNC Global Investment Servicing (PFPC, Inc.) 2003 - 2007
Financial Research Corp 2001 - 2003
Graylyn Associates, Inc. 1996 - 2001
First Data Corporation 1992 - 1996
Skills
Business Development, Marketing Strategy, Strategic Planning, Leadership, Strategy, Financial Services, Advertising, Integrated Marketing, Entrepreneurship, Management Consulting, Public Relations, Relationship Management, Product Management, Marketing Communications, Consulting, Mutual Funds, Marketing, Investments, Marketing Research, Team Building, Coaching, Management, Workshop Facilitation, Strategic Partnerships, Program Management, Product Development, Sales, Change Management, Creative Direction, Selling, Portfolio Management, Business Strategy, New Business Development, Market Research, Enterprise Software, CRM, Business Planning, Competitive Analysis, Motivational Speaking
Education
University of Bridgeport
BS English, English Literature, Minor in Secondary Education
University of Bridgeport
MBA, Marketing
SOCIAL3 June 2013 - Present
Brown Brothers Harriman June 2010 - 2013
Fidelity Investments May 2007 - February 2009
PNC Global Investment Servicing (PFPC, Inc.) 2003 - 2007
Financial Research Corp 2001 - 2003
Graylyn Associates, Inc. 1996 - 2001
First Data Corporation 1992 - 1996
Skills
Business Development, Marketing Strategy, Strategic Planning, Leadership, Strategy, Financial Services, Advertising, Integrated Marketing, Entrepreneurship, Management Consulting, Public Relations, Relationship Management, Product Management, Marketing Communications, Consulting, Mutual Funds, Marketing, Investments, Marketing Research, Team Building, Coaching, Management, Workshop Facilitation, Strategic Partnerships, Program Management, Product Development, Sales, Change Management, Creative Direction, Selling, Portfolio Management, Business Strategy, New Business Development, Market Research, Enterprise Software, CRM, Business Planning, Competitive Analysis, Motivational Speaking
Education
University of Bridgeport
BS English, English Literature, Minor in Secondary Education
University of Bridgeport
MBA, Marketing
Suzanne Donahue's Brown Brothers Harriman Experience 1994 - 1998
Job Sr. Comm. Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines 2004 - Present
Putnam Investments 2000 - 2004
State Street Bank 1998 - 2000
Brown Brothers Harriman 1994 - 1998
Education
Union College 1990 — 1994
Financial Engines 2004 - Present
Putnam Investments 2000 - 2004
State Street Bank 1998 - 2000
Brown Brothers Harriman 1994 - 1998
Education
Union College 1990 — 1994
David DeMizio's Brown Brothers Harriman Experience November 2009 - Present
Job Foreign Exchange Trader/Banking
Industry Capital Markets
Experience
Brown Brothers Harriman November 2009 - Present
Gain Capital Asset Management June 2006 - July 2007
Calyon Investment Bank April 2001 - May 2006
The Tokai Bank, Ltd. August 1996 - March 2001
Skills
Bloomberg, Foreign Exchange, Trading, Financial Markets, Electronic Trading, Capital Markets, Fixed Income, Hedge Funds, Risk Management, Derivatives, Securities, Trading Systems, FX Options, Equities
Education
SUNY Albany 1985 — 1989
Brown Brothers Harriman November 2009 - Present
Gain Capital Asset Management June 2006 - July 2007
Calyon Investment Bank April 2001 - May 2006
The Tokai Bank, Ltd. August 1996 - March 2001
Skills
Bloomberg, Foreign Exchange, Trading, Financial Markets, Electronic Trading, Capital Markets, Fixed Income, Hedge Funds, Risk Management, Derivatives, Securities, Trading Systems, FX Options, Equities
Education
SUNY Albany 1985 — 1989
Colin Devereux's Brown Brothers Harriman Experience 2003 - 2005
Job Director/ Senior Currency Trader at Citi
Industry Investment Banking
Experience
BNP Paribas January 2012 - Present
Citi May 2005 - October 2011
Brown Brothers Harriman 2003 - 2005
UBS (SBC) September 1997 - July 2003
Education
University College Cork 1993 — 1997
B.Sc., Business Information Systems
BNP Paribas January 2012 - Present
Citi May 2005 - October 2011
Brown Brothers Harriman 2003 - 2005
UBS (SBC) September 1997 - July 2003
Education
University College Cork 1993 — 1997
B.Sc., Business Information Systems
Anton Srdanovic, CIPM, PMP's Brown Brothers Harriman Experience 1997 - 1998
Job Global Wealth/Asset Mgmt | Program Management | Investment Accounting | Performance Measurement | Client Reporting
Industry Financial Services
Experience
Aspire Consulting October 2011 - Present
Barclays March 2013 - March 2014
Morgan Stanley March 2006 - August 2011
Citigroup Private Bank 2001 - February 2006
Citigroup World Wide Securities Services 1998 - 2001
Brown Brothers Harriman 1997 - 1998
Towers Perrin 1995 - 1997
Raytheon 1990 - 1994
Syska Hennessy Group 1988 - 1990
Skills
Global Management, Performance Measurement, Data Management, Integration, Strategy, Change Management, Program Management, Vendor Management, Financial Services, Reports, Portfolio Management, Analysis, Project Management, Start-ups, Product Management, Investments, Leadership, Investment Performance, Client Reporting, Risk Management, CIPM, Wealth Management, Business Analysis, Budgets, Financial Analysis, PMP (Project Management..., Change the Bank Programs, SDLC, Prime Brokerage, Consulting, Alternative Investments, Equities, Hedge Funds, CIPM (Certificate in..., Systems Integration, Project Planning, Management, Executive Management, Fixed Income, Asset Management, Tax Accounting, Data Analysis, Data Warehousing
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
1994, Finance
Union College 1985 — 1988
BSEE, Electrical Engineering
Stuyvesant 1980 — 1984
HS Diploma, Math / Science
Aspire Consulting October 2011 - Present
Barclays March 2013 - March 2014
Morgan Stanley March 2006 - August 2011
Citigroup Private Bank 2001 - February 2006
Citigroup World Wide Securities Services 1998 - 2001
Brown Brothers Harriman 1997 - 1998
Towers Perrin 1995 - 1997
Raytheon 1990 - 1994
Syska Hennessy Group 1988 - 1990
Skills
Global Management, Performance Measurement, Data Management, Integration, Strategy, Change Management, Program Management, Vendor Management, Financial Services, Reports, Portfolio Management, Analysis, Project Management, Start-ups, Product Management, Investments, Leadership, Investment Performance, Client Reporting, Risk Management, CIPM, Wealth Management, Business Analysis, Budgets, Financial Analysis, PMP (Project Management..., Change the Bank Programs, SDLC, Prime Brokerage, Consulting, Alternative Investments, Equities, Hedge Funds, CIPM (Certificate in..., Systems Integration, Project Planning, Management, Executive Management, Fixed Income, Asset Management, Tax Accounting, Data Analysis, Data Warehousing
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
1994, Finance
Union College 1985 — 1988
BSEE, Electrical Engineering
Stuyvesant 1980 — 1984
HS Diploma, Math / Science
Allison (Cheek) Ziff's Brown Brothers Harriman Experience December 2004 - August 2005
Job Supervisor Fiduciary Client Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2005 - Present
Brown Brothers Harriman December 2004 - August 2005
Investors Bank & Trust August 2002 - December 2004
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Franklin Templeton Investments September 2005 - Present
Brown Brothers Harriman December 2004 - August 2005
Investors Bank & Trust August 2002 - December 2004
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Randy Griggs's Brown Brothers Harriman Experience September 2010 - Present
Job Manager at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman September 2010 - Present
Brown Brothers Harriman 2010 - Present
Skills
Mutual Funds, Financial Reporting, Corporate Finance, Business Analysis, Financial Analysis, Financial Modeling, Tax
Education
Trinity University 1987 — 1992
Brown Brothers Harriman September 2010 - Present
Brown Brothers Harriman 2010 - Present
Skills
Mutual Funds, Financial Reporting, Corporate Finance, Business Analysis, Financial Analysis, Financial Modeling, Tax
Education
Trinity University 1987 — 1992
Philip Carty's Brown Brothers Harriman Experience September 2011 - Present
Job Assistant Vice President Sr. Business Analyst Infomediary at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman September 2011 - Present
Brown Brothers Harriman & Co. March 2009 - September 2011
Brown Brothers Harriman March 2006 - March 2009
Skills
Analysis, Bloomberg, Business Requirements, Equities, Financial Services, Fixed Income, Mutual Funds, Securities, Financial Modeling, Fund Accounting
Education
Tulane University 1996 — 2000
Brown Brothers Harriman September 2011 - Present
Brown Brothers Harriman & Co. March 2009 - September 2011
Brown Brothers Harriman March 2006 - March 2009
Skills
Analysis, Bloomberg, Business Requirements, Equities, Financial Services, Fixed Income, Mutual Funds, Securities, Financial Modeling, Fund Accounting
Education
Tulane University 1996 — 2000
Hai Tucker's Brown Brothers Harriman Experience August 2011 - January 2014
Job at
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab January 2014 - March 2015
Brown Brothers Harriman August 2011 - January 2014
Systems United Corporate Credit Union September 2008 - August 2011
Lipper, A Thomson Reuters Company May 2006 - September 2008
Centrix Financial April 2003 - May 2006
Skills
Mutual Funds, Bloomberg, Financial Analysis, Financial Risk, Investments, Banking, Risk Management, Asset Management, Finance, Data Analysis, Analysis, Business Analysis, Accounting, Microsoft Excel
Education
University of Colorado Boulder
BA, Economics
University of Colorado at Denver
Master of Business Administration (M.B.A.), Certificate in Entrepreneurship
Charles Schwab April 2015 - Present
Charles Schwab January 2014 - March 2015
Brown Brothers Harriman August 2011 - January 2014
Systems United Corporate Credit Union September 2008 - August 2011
Lipper, A Thomson Reuters Company May 2006 - September 2008
Centrix Financial April 2003 - May 2006
Skills
Mutual Funds, Bloomberg, Financial Analysis, Financial Risk, Investments, Banking, Risk Management, Asset Management, Finance, Data Analysis, Analysis, Business Analysis, Accounting, Microsoft Excel
Education
University of Colorado Boulder
BA, Economics
University of Colorado at Denver
Master of Business Administration (M.B.A.), Certificate in Entrepreneurship
Steven Eilat's Brown Brothers Harriman Experience April 2004 - October 2007
Job Project Manager at Yardi Software
Industry Financial Services
Experience
Yardi Software India Pvt Ltd October 2008 - Present
Nadlan Realty Ventures October 2007 - October 2008
Brown Brothers Harriman April 2004 - October 2007
Smith Barney June 1996 - December 2002
Citigroup 1996 - 2001
Skills
Vendor Management, Management, Requirements Analysis, Real Estate Development, Analysis, Risk Management, CRM, Business Analysis, Project Management, Business Development, Executive Management, Business Process, Mergers & Acquisitions, SDLC, MS Project, Banking, Finance, Market Analysis, Team Leadership, Leadership, Mergers, Team Building, Market Research, Process Improvement, Consulting, Strategic Planning, Program Management
Education
University at Albany, SUNY 1993 — 1996
Yardi Software India Pvt Ltd October 2008 - Present
Nadlan Realty Ventures October 2007 - October 2008
Brown Brothers Harriman April 2004 - October 2007
Smith Barney June 1996 - December 2002
Citigroup 1996 - 2001
Skills
Vendor Management, Management, Requirements Analysis, Real Estate Development, Analysis, Risk Management, CRM, Business Analysis, Project Management, Business Development, Executive Management, Business Process, Mergers & Acquisitions, SDLC, MS Project, Banking, Finance, Market Analysis, Team Leadership, Leadership, Mergers, Team Building, Market Research, Process Improvement, Consulting, Strategic Planning, Program Management
Education
University at Albany, SUNY 1993 — 1996
Culhane Doyle's Brown Brothers Harriman Experience June 2006 - Present
Job Assistant Vice President at Brown Brothers Harriman & Co.
Industry Banking
Experience
Brown Brothers Harriman June 2006 - Present
Education
Union College
Brown Brothers Harriman June 2006 - Present
Education
Union College
David Knapp's Brown Brothers Harriman Experience January 1981 - June 1992
Job Senior Editor at Energy Intelligence Group
Industry Publishing
Experience
Energy Intelligence Group January 2010 - Present
Energy Intelligence Group 2000 - Present
International Energy Agency 1996 - 2000
Oil Industry and Markets Division 1993 - 1995
Brown Brothers Harriman January 1981 - June 1992
Chase Manhattan Bank January 1978 - December 1980
FEA/EIA 1974 - 1978
Skills
global oil balances, Opec, petroleum, international relations, energy supply analysis, econometrics, energy demand modeling, natural gas, energy, energy data, economics, Energy Policy, Energy, Energy Industry, Policy Analysis, Journalism, Market Analysis, Analysis, Energy Markets, Natural Gas, Petroleum, Upstream, Strategy, Economics, Corporate Finance, International Relations, Econometrics, Forecasting, Commodity Markets, Trading, Commodity, Oil/Gas, Emerging Markets, Strategic Planning
Education
University of California, Santa Barbara 1966 — 1974
PhD, Economics
Cornell Univ. 1964 — 1966
Staples High School Westport CT 1962 — 1964
High School Diploma
Burnt Hills-Ballston Lake Central High School 1960 — 1962
Energy Intelligence Group January 2010 - Present
Energy Intelligence Group 2000 - Present
International Energy Agency 1996 - 2000
Oil Industry and Markets Division 1993 - 1995
Brown Brothers Harriman January 1981 - June 1992
Chase Manhattan Bank January 1978 - December 1980
FEA/EIA 1974 - 1978
Skills
global oil balances, Opec, petroleum, international relations, energy supply analysis, econometrics, energy demand modeling, natural gas, energy, energy data, economics, Energy Policy, Energy, Energy Industry, Policy Analysis, Journalism, Market Analysis, Analysis, Energy Markets, Natural Gas, Petroleum, Upstream, Strategy, Economics, Corporate Finance, International Relations, Econometrics, Forecasting, Commodity Markets, Trading, Commodity, Oil/Gas, Emerging Markets, Strategic Planning
Education
University of California, Santa Barbara 1966 — 1974
PhD, Economics
Cornell Univ. 1964 — 1966
Staples High School Westport CT 1962 — 1964
High School Diploma
Burnt Hills-Ballston Lake Central High School 1960 — 1962
Kelly Keliher's Brown Brothers Harriman Experience March 2010 - Present
Job Marketing & Communications Manager at Brown Brothers Harriman
Industry Marketing and Advertising
Experience
Brown Brothers Harriman March 2010 - Present
Propane Education & Research Council August 2006 - May 2009
Education
Trinity College-Hartford 1997 — 2001
Brown Brothers Harriman March 2010 - Present
Propane Education & Research Council August 2006 - May 2009
Education
Trinity College-Hartford 1997 — 2001
Lisa Chaffee's Brown Brothers Harriman Experience September 2010 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds 2008 - September 2010
Oppenheimer Funds 2004 - 2008
OppenheimerFunds 2004 - 2004
OppenheimerFunds 2001 - 2004
OppenheimerFunds 1998 - 2001
OppenheimerFunds 1998 - 1998
OppenheimerFunds 1996 - 1998
Education
University of Colorado Boulder 1992 — 1996
Bachelor, Economics
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds 2008 - September 2010
Oppenheimer Funds 2004 - 2008
OppenheimerFunds 2004 - 2004
OppenheimerFunds 2001 - 2004
OppenheimerFunds 1998 - 2001
OppenheimerFunds 1998 - 1998
OppenheimerFunds 1996 - 1998
Education
University of Colorado Boulder 1992 — 1996
Bachelor, Economics
Chris Steward's Brown Brothers Harriman Experience April 1996 - November 1997
Job Qualified Associate at Viridian Energy
Industry Information Technology and Services
Experience
Viridian Energy September 2015 - Present
the lake April 2011 - Present
Preferred Mutual Insurance Company June 2010 - April 2011
Arbella Insurance Group April 2002 - April 2008
Arbella Insurance Group September 1999 - April 2002
Geac April 1998 - June 1999
Brown Brothers Harriman April 1996 - November 1997
Fidelity Investments December 1994 - April 1996
CANDEC Data Solutions, Inc. 1989 - December 1994
Skills
SDLC, IT Strategy, Program Management, Insurance, Enterprise Architecture, Process Improvement, Project Management, Microsoft SQL Server, CRM, Integration, Management, Databases, Business Analysis
Education
University of Cambridge 1976 — 1977
Post-Graduate Diploma, Computer Science
University of London 1973 — 1976
B. Sc., Mathematics, 1st Class Honours
Viridian Energy September 2015 - Present
the lake April 2011 - Present
Preferred Mutual Insurance Company June 2010 - April 2011
Arbella Insurance Group April 2002 - April 2008
Arbella Insurance Group September 1999 - April 2002
Geac April 1998 - June 1999
Brown Brothers Harriman April 1996 - November 1997
Fidelity Investments December 1994 - April 1996
CANDEC Data Solutions, Inc. 1989 - December 1994
Skills
SDLC, IT Strategy, Program Management, Insurance, Enterprise Architecture, Process Improvement, Project Management, Microsoft SQL Server, CRM, Integration, Management, Databases, Business Analysis
Education
University of Cambridge 1976 — 1977
Post-Graduate Diploma, Computer Science
University of London 1973 — 1976
B. Sc., Mathematics, 1st Class Honours
Esmond Chin's Brown Brothers Harriman Experience 1995 - 1996
Job Knowledge Systems Manager at White & Case
Industry Information Technology and Services
Experience
White & Case April 2012 - Present
Cleary Gottlieb Steen & Hamilton LLP December 2004 - April 2012
Marsh 2004 - 2004
HSBC 1997 - 2002
IBM 1996 - 1997
Brown Brothers Harriman 1995 - 1996
Skills
Document Management, Knowledge Management, Project Management, Vendor Management, Lotus Notes, VMware, Visio, SharePoint, IT Management, Software Development, SQL, Requirements Analysis, Microsoft SQL Server, Software Documentation, Business Analysis, Integration, Databases, Windows Server, SDLC, Software Project..., Agile Methodologies, Disaster Recovery, IT Strategy, Troubleshooting
Education
State University of New York at Albany 1991 — 1995
BA, Computer Science
Bronx High School of Science
White & Case April 2012 - Present
Cleary Gottlieb Steen & Hamilton LLP December 2004 - April 2012
Marsh 2004 - 2004
HSBC 1997 - 2002
IBM 1996 - 1997
Brown Brothers Harriman 1995 - 1996
Skills
Document Management, Knowledge Management, Project Management, Vendor Management, Lotus Notes, VMware, Visio, SharePoint, IT Management, Software Development, SQL, Requirements Analysis, Microsoft SQL Server, Software Documentation, Business Analysis, Integration, Databases, Windows Server, SDLC, Software Project..., Agile Methodologies, Disaster Recovery, IT Strategy, Troubleshooting
Education
State University of New York at Albany 1991 — 1995
BA, Computer Science
Bronx High School of Science
Amy Goldenberg's Brown Brothers Harriman Experience August 2006 - September 2008
Job Entry level recruiter
Industry Financial Services
Experience
Brown Brothers Harriman August 2006 - September 2008
Education
Tulane University 2002 — 2006
BA, sociology
Brown Brothers Harriman August 2006 - September 2008
Education
Tulane University 2002 — 2006
BA, sociology
Thomas Johnsrud's Brown Brothers Harriman Experience 1984 - 1988
Job Senior Project Manager, Planning and Projects at StoltNielsen Limited
Industry Maritime
Experience
Stolt-Nielsen Limited January 2011 - Present
Stolt-Nielsen Transportation Group 1994 - January 2011
Marakon 1992 - 1993
Marigold Associates 1989 - 1991
Brown Brothers Harriman 1984 - 1988
Skills
Logistics, Negotiation, New Business Development, Management Consulting, Project Planning, Strategic Planning, Budgets, Shipping, Supply Chain Management, Ocean, Procurement, International Shipping, Strategy, Supply Chain, Transportation, Operations Management, International Business, International Logistics, Contract Negotiation, Business Strategy, Business Development, International Trade, Project Management, Pool Management, Management, Maritime, Account Management, Leadership
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Executive MBA Program
Tufts University 1980 — 1984
BA, International Relations, German Area Studies, Cum Laude
Brooks School 1978 — 1980
High School Diploma
Stolt-Nielsen Limited January 2011 - Present
Stolt-Nielsen Transportation Group 1994 - January 2011
Marakon 1992 - 1993
Marigold Associates 1989 - 1991
Brown Brothers Harriman 1984 - 1988
Skills
Logistics, Negotiation, New Business Development, Management Consulting, Project Planning, Strategic Planning, Budgets, Shipping, Supply Chain Management, Ocean, Procurement, International Shipping, Strategy, Supply Chain, Transportation, Operations Management, International Business, International Logistics, Contract Negotiation, Business Strategy, Business Development, International Trade, Project Management, Pool Management, Management, Maritime, Account Management, Leadership
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Executive MBA Program
Tufts University 1980 — 1984
BA, International Relations, German Area Studies, Cum Laude
Brooks School 1978 — 1980
High School Diploma
Paul T. Burke's Brown Brothers Harriman Experience July 2010 - February 2013
Job Certified Management Accountant
Industry Financial Services
Experience
Brown Brothers Harriman July 2010 - February 2013
OppenheimerFunds May 1994 - July 2010
Education
CMA
University of Colorado Boulder - Leeds School of Business 1990 — 1994
Accounting
Brown Brothers Harriman July 2010 - February 2013
OppenheimerFunds May 1994 - July 2010
Education
CMA
University of Colorado Boulder - Leeds School of Business 1990 — 1994
Accounting
Jessica Barnett's Brown Brothers Harriman Experience November 2013 - Present
Job Senior Manager Fund Accounting at Charles Schwab Investment Management
Industry Financial Services
Experience
Brown Brothers Harriman November 2013 - Present
Brown Brothers Harriman May 2013 - November 2013
Brown Brothers Harriman September 2012 - May 2013
Brown Brothers Harriman September 2010 - September 2012
OppenheimerFunds July 2008 - 2010
Skills
Valuation, Fund Accounting, Financial Reporting, Mutual Funds, Fixed Income, Securities, Derivatives, Bloomberg, Equities, Asset Allocation, Financial Analysis, Asset Management, Hedge Funds, Investments, Asset Managment, Portfolio Management, Corporate Actions, Alternative Investments, Investment Management
Education
University of California, Santa Barbara 1996 — 2000
BA, Economics
Eureka High School
Brown Brothers Harriman November 2013 - Present
Brown Brothers Harriman May 2013 - November 2013
Brown Brothers Harriman September 2012 - May 2013
Brown Brothers Harriman September 2010 - September 2012
OppenheimerFunds July 2008 - 2010
Skills
Valuation, Fund Accounting, Financial Reporting, Mutual Funds, Fixed Income, Securities, Derivatives, Bloomberg, Equities, Asset Allocation, Financial Analysis, Asset Management, Hedge Funds, Investments, Asset Managment, Portfolio Management, Corporate Actions, Alternative Investments, Investment Management
Education
University of California, Santa Barbara 1996 — 2000
BA, Economics
Eureka High School
Andrew Klostermann's Brown Brothers Harriman Experience September 2010 - July 2013
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Brown Brothers Harriman September 2010 - July 2013
OppenheimerFunds September 2009 - September 2010
OppenheimerFunds October 2007 - September 2009
OppenheimerFunds April 2006 - October 2007
Skills
Bloomberg, Fund Accounting, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Investments, Securities, Financial Analysis
Education
University of Colorado Denver 2007 — 2010
MS, Finance
University of Colorado Boulder 2001 — 2005
BA, Economics
Charles Schwab July 2013 - Present
Brown Brothers Harriman September 2010 - July 2013
OppenheimerFunds September 2009 - September 2010
OppenheimerFunds October 2007 - September 2009
OppenheimerFunds April 2006 - October 2007
Skills
Bloomberg, Fund Accounting, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Investments, Securities, Financial Analysis
Education
University of Colorado Denver 2007 — 2010
MS, Finance
University of Colorado Boulder 2001 — 2005
BA, Economics
Bryan Shilowich's Brown Brothers Harriman Experience April 2008 - August 2011
Job PhD student at USC Psychology Dept.
Industry Research
Experience
USC Psychology Dept. August 2012 - Present
Brandeis University August 2011 - May 2012
Brown Brothers Harriman April 2008 - August 2011
Skills
Microsoft Excel
Education
Tufts University 2003 — 2007
Bachelor of Arts (B.A.), Economics
USC Psychology Dept. August 2012 - Present
Brandeis University August 2011 - May 2012
Brown Brothers Harriman April 2008 - August 2011
Skills
Microsoft Excel
Education
Tufts University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Adam Casebere's Brown Brothers Harriman Experience June 2015 - Present
Job Project Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman November 2013 - May 2015
Peace Corps April 2011 - June 2013
Brown Brothers Harriman January 2007 - February 2011
Brown Brothers Harriman May 2004 - January 2007
Education
University of Colorado at Denver 2007 — 2008
MBA, Finance
University of Toledo 1998 — 2003
BBA, Management
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman November 2013 - May 2015
Peace Corps April 2011 - June 2013
Brown Brothers Harriman January 2007 - February 2011
Brown Brothers Harriman May 2004 - January 2007
Education
University of Colorado at Denver 2007 — 2008
MBA, Finance
University of Toledo 1998 — 2003
BBA, Management
Jorge Granier's Brown Brothers Harriman Experience June 2004 - October 2005
Job CEO at Pongalo, Executive Producer of "Jane the Virgin", Media entrepreneur
Industry Entertainment
Experience
Latin Everywhere 2014 - Present
GOTV October 2013 - 2014
RCTV International March 2010 - 2014
Aquarius Television May 2009 - December 2012
Attiva Capital Partners Ltd and Mediastone LLC July 2009 - October 2012
Angostura Films September 2006 - August 2012
RCTV International 2007 - 2010
EFX Advertising September 2006 - September 2007
MoviePlus Canada November 2005 - August 2006
Brown Brothers Harriman June 2004 - October 2005
Skills
Film, Production, Television Production, Feature Films, Broadcast, Commercials, Documentaries, Entertainment, Television, Strategic Business..., Deal Negotiations, Production &..., Branding & Rebranding, Financial Analysis, International Expansion, New Business Development, Strategic Alliance..., Team Development, Negotiation, Video Production, Strategic Planning, Creative Direction, Strategic Alliances, Marketing Strategy, Media Production, Radio, Strategy, Producing, Social Media Marketing, Post Production, Digital Media, Business Development, Broadcast Television, Film Production, Digital Distribution, Web Video, New Media, Branding & Identity, TV Production
Education
Universidad Metropolitana
Bachelor of Science Bachelor of Arts, Business, Liberal Arts
Colegio San Ignacio
High School Diploma
Latin Everywhere 2014 - Present
GOTV October 2013 - 2014
RCTV International March 2010 - 2014
Aquarius Television May 2009 - December 2012
Attiva Capital Partners Ltd and Mediastone LLC July 2009 - October 2012
Angostura Films September 2006 - August 2012
RCTV International 2007 - 2010
EFX Advertising September 2006 - September 2007
MoviePlus Canada November 2005 - August 2006
Brown Brothers Harriman June 2004 - October 2005
Skills
Film, Production, Television Production, Feature Films, Broadcast, Commercials, Documentaries, Entertainment, Television, Strategic Business..., Deal Negotiations, Production &..., Branding & Rebranding, Financial Analysis, International Expansion, New Business Development, Strategic Alliance..., Team Development, Negotiation, Video Production, Strategic Planning, Creative Direction, Strategic Alliances, Marketing Strategy, Media Production, Radio, Strategy, Producing, Social Media Marketing, Post Production, Digital Media, Business Development, Broadcast Television, Film Production, Digital Distribution, Web Video, New Media, Branding & Identity, TV Production
Education
Universidad Metropolitana
Bachelor of Science Bachelor of Arts, Business, Liberal Arts
Colegio San Ignacio
High School Diploma
Richard Ham's Brown Brothers Harriman Experience April 2008 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2008 - Present
JP Morgan October 1993 - March 2008
JP Morgan 1988 - 1993
Binder Hamlyn 1984 - 1988
Skills
Budget, Business Strategy, Business Analysis, Business Process..., Financial Reporting, Financial Modeling, Financial Accounting, Strategic Financial..., Change Management, Program Management, Productivity, Regulatory Requirements, Regulatory Submissions, Investment Banking, Wealth Management, Global Custody, Investment Management
Education
University of Birmingham 1979 — 1982
BA, Geography
The Streetly School 1972 — 1979
Brown Brothers Harriman April 2008 - Present
JP Morgan October 1993 - March 2008
JP Morgan 1988 - 1993
Binder Hamlyn 1984 - 1988
Skills
Budget, Business Strategy, Business Analysis, Business Process..., Financial Reporting, Financial Modeling, Financial Accounting, Strategic Financial..., Change Management, Program Management, Productivity, Regulatory Requirements, Regulatory Submissions, Investment Banking, Wealth Management, Global Custody, Investment Management
Education
University of Birmingham 1979 — 1982
BA, Geography
The Streetly School 1972 — 1979
Pooran Sharma's Brown Brothers Harriman Experience August 2011 - June 2012
Job Portfolio Analyst at Rockefeller and Co.
Industry Investment Management
Experience
Rockefeller & Co., Inc. November 2014 - Present
Rockefeller & Co., Inc. June 2013 - November 2014
Morgan Stanley June 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
AXA Equitable January 2011 - May 2011
University of Colorado Denver January 2010 - January 2011
Investment Banking Institute 2011 - 2011
Skills
Financial Modeling, Valuation, DCF, Equities, Financial Analysis, Microsoft Excel, Bloomberg, Cash Flow, Excel, VBA, Hedge Funds, Private Equity, Access, Asset Management, Capital Markets, Portfolio Management, Financial Statement...
Education
CFA Institute
Passed Level 3 CFA examination June 2015, Investment Management
University of Colorado Boulder 2006 — 2011
Bachelor of Science, Accounting & Finance
Rockefeller & Co., Inc. November 2014 - Present
Rockefeller & Co., Inc. June 2013 - November 2014
Morgan Stanley June 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
AXA Equitable January 2011 - May 2011
University of Colorado Denver January 2010 - January 2011
Investment Banking Institute 2011 - 2011
Skills
Financial Modeling, Valuation, DCF, Equities, Financial Analysis, Microsoft Excel, Bloomberg, Cash Flow, Excel, VBA, Hedge Funds, Private Equity, Access, Asset Management, Capital Markets, Portfolio Management, Financial Statement...
Education
CFA Institute
Passed Level 3 CFA examination June 2015, Investment Management
University of Colorado Boulder 2006 — 2011
Bachelor of Science, Accounting & Finance
Elliot Hovey's Brown Brothers Harriman Experience June 2005 - August 2005
Job Olympic Athlete
Industry Sports
Experience
Uber Technologies December 2013 - Present
Boston College High School September 2012 - Present
Stella Overrides L.P. 2006 - Present
Boston 2024 2014 - 2015
Boston 2024 2014 - 2015
United States Olympic Committee 2008 - 2012
Brown Brothers Harriman June 2005 - August 2005
Skills
Sports, Sports Management, Event Management, Social Media, Event Planning, Social Media Marketing, Public Speaking, Fundraising, Public Relations, Marketing, Social Networking, Sports Marketing, Management, Facebook, Coaching, Athletics, Nonprofits, Leadership, Volunteer Management, Training, Research, Entrepreneurship, Blogging
Education
University of California, Berkeley 2002 — 2007
BA, American Studies
Salisbury School 1998 — 2002
HS
Brookwood School 1989 — 1998
K-8
Harborlight Montessori School 1986 — 1988
Uber Technologies December 2013 - Present
Boston College High School September 2012 - Present
Stella Overrides L.P. 2006 - Present
Boston 2024 2014 - 2015
Boston 2024 2014 - 2015
United States Olympic Committee 2008 - 2012
Brown Brothers Harriman June 2005 - August 2005
Skills
Sports, Sports Management, Event Management, Social Media, Event Planning, Social Media Marketing, Public Speaking, Fundraising, Public Relations, Marketing, Social Networking, Sports Marketing, Management, Facebook, Coaching, Athletics, Nonprofits, Leadership, Volunteer Management, Training, Research, Entrepreneurship, Blogging
Education
University of California, Berkeley 2002 — 2007
BA, American Studies
Salisbury School 1998 — 2002
HS
Brookwood School 1989 — 1998
K-8
Harborlight Montessori School 1986 — 1988
Bryan Olson's Brown Brothers Harriman Experience September 2012 - May 2013
Job Senior Financial Analyst at TriZetto, A Cognizant Company
Industry Information Technology and Services
Experience
TriZetto, A Cognizant Company March 2015 - Present
TriZetto Corporation May 2013 - Present
Brown Brothers Harriman September 2012 - May 2013
Lockton Companies May 2011 - August 2011
IPS Strategic Capital August 2010 - December 2010
Skills
Microsoft Office, Financial Analysis, Finance, Microsoft Excel, VBA, Forecasting, Performance Reporting, Portfolio Management, Mutual Funds
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
TriZetto, A Cognizant Company March 2015 - Present
TriZetto Corporation May 2013 - Present
Brown Brothers Harriman September 2012 - May 2013
Lockton Companies May 2011 - August 2011
IPS Strategic Capital August 2010 - December 2010
Skills
Microsoft Office, Financial Analysis, Finance, Microsoft Excel, VBA, Forecasting, Performance Reporting, Portfolio Management, Mutual Funds
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Joel Carpenter Jr's Brown Brothers Harriman Experience April 2010 - June 2011
Job Operations Analyst at Congress Asset Management
Industry Financial Services
Experience
Congress Asset Management June 2011 - Present
Brown Brothers Harriman April 2010 - June 2011
Brown Brothers Harriman July 2008 - April 2010
Mount Sunapee Learning Center February 2008 - April 2008
Carpenter's Tutoring Services February 2008 - April 2008
Boyne USABig Sky, MTConvention Center February 2007 - October 2007
Sullivan and Worcester LLP May 2005 - October 2007
UMC Catering August 2004 - December 2006
Skills
Equities, Accounting, Real Estate, Trading, Mutual Funds, Fixed Income, Options, Bloomberg
Education
University of Colorado Boulder 2003 — 2006
BA, Philosophy
Boston College High School 1998 — 2002
Congress Asset Management June 2011 - Present
Brown Brothers Harriman April 2010 - June 2011
Brown Brothers Harriman July 2008 - April 2010
Mount Sunapee Learning Center February 2008 - April 2008
Carpenter's Tutoring Services February 2008 - April 2008
Boyne USABig Sky, MTConvention Center February 2007 - October 2007
Sullivan and Worcester LLP May 2005 - October 2007
UMC Catering August 2004 - December 2006
Skills
Equities, Accounting, Real Estate, Trading, Mutual Funds, Fixed Income, Options, Bloomberg
Education
University of Colorado Boulder 2003 — 2006
BA, Philosophy
Boston College High School 1998 — 2002
Christine A. Quilatan, CMP's Brown Brothers Harriman Experience February 2005 - March 2007
Job Event Manager
Industry Publishing
Experience
SourceMedia February 2015 - Present
SourceMedia December 2010 - February 2015
Flik International at Goldman Sachs August 2007 - December 2010
Brown Brothers Harriman February 2005 - March 2007
SIFMA (Formerly SIA) September 2002 - February 2005
Buffalo Niagra WorldConnect June 2001 - January 2002
Skills
Corporate Events, Event Planning, Event Management, Nonprofits, Email Marketing, Meeting Planning, Publishing, Social Media, Trade Shows, Marketing, Sponsorship, Public Relations, Marketing Communications, Social Media Marketing
Education
SUNY at Buffalo 1997 — 2002
Bachelor of Arts (B.A.), Communications and Marketing Minor
SourceMedia February 2015 - Present
SourceMedia December 2010 - February 2015
Flik International at Goldman Sachs August 2007 - December 2010
Brown Brothers Harriman February 2005 - March 2007
SIFMA (Formerly SIA) September 2002 - February 2005
Buffalo Niagra WorldConnect June 2001 - January 2002
Skills
Corporate Events, Event Planning, Event Management, Nonprofits, Email Marketing, Meeting Planning, Publishing, Social Media, Trade Shows, Marketing, Sponsorship, Public Relations, Marketing Communications, Social Media Marketing
Education
SUNY at Buffalo 1997 — 2002
Bachelor of Arts (B.A.), Communications and Marketing Minor
Nicholas Schwartz's Brown Brothers Harriman Experience June 2014 - Present
Job Senior Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
Eaton Vance June 2013 - January 2014
Citi April 2008 - April 2012
State Street Bank February 2001 - April 2008
Skills
SQL, Data Analysis, Business Analysis, PL/SQL, Fixed Income, Eagle PACE, Project Management, Portfolio Management, SDLC, Investments, Enterprise Software, Derivatives, Mutual Funds, Equities, Microsoft Office, Internal Audit, MS Project, Auditing, SharePoint, Visio, Operations Management, Leadership
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science, Finance, Information Systems
Brown Brothers Harriman June 2014 - Present
Eaton Vance June 2013 - January 2014
Citi April 2008 - April 2012
State Street Bank February 2001 - April 2008
Skills
SQL, Data Analysis, Business Analysis, PL/SQL, Fixed Income, Eagle PACE, Project Management, Portfolio Management, SDLC, Investments, Enterprise Software, Derivatives, Mutual Funds, Equities, Microsoft Office, Internal Audit, MS Project, Auditing, SharePoint, Visio, Operations Management, Leadership
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science, Finance, Information Systems
Greg O'Connell's Brown Brothers Harriman Experience September 2012 - Present
Job Associate
Industry Financial Services
Experience
Brown Brothers Harriman September 2012 - Present
Brown Brothers Harriman September 2008 - July 2012
Skills
Strategic Planning, Project Management, Microsoft Office, Research, Equities, Financial Analysis, Global Custody, Mutual Funds, Corporate Actions, Portfolio Management, Securities, Bloomberg, Capital Markets, Financial Services, Fund Accounting, Series 63, Fixed Income, Alternative Investments, Bloomberg Terminal, Relationship Management
Education
Tufts University 2004 — 2008
Bachelors, History
Belmont Hill School 2002 — 2004
Brown Brothers Harriman September 2012 - Present
Brown Brothers Harriman September 2008 - July 2012
Skills
Strategic Planning, Project Management, Microsoft Office, Research, Equities, Financial Analysis, Global Custody, Mutual Funds, Corporate Actions, Portfolio Management, Securities, Bloomberg, Capital Markets, Financial Services, Fund Accounting, Series 63, Fixed Income, Alternative Investments, Bloomberg Terminal, Relationship Management
Education
Tufts University 2004 — 2008
Bachelors, History
Belmont Hill School 2002 — 2004
Caitlin Cuozzo's Brown Brothers Harriman Experience June 2008 - Present
Job Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2008 - Present
Education
Union College 2004 — 2008
BA, Spanish, Economics
Brown Brothers Harriman June 2008 - Present
Education
Union College 2004 — 2008
BA, Spanish, Economics
Ravi Tejwani's Brown Brothers Harriman Experience May 2015 - Present
Job Client Service Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
State Street April 2012 - Present
Brown Brothers Harriman April 2011 - April 2012
Skills
Research, Customer Service, Data Analysis, Analysis, Financial Accounting, Global Custody, Fund Accounting, Analytical Skills, Microsoft Excel, VBA
Education
University of Colorado Boulder 2002 — 2007
B.S in Business Administration, Finance, 3.2
Brown Brothers Harriman May 2015 - Present
State Street April 2012 - Present
Brown Brothers Harriman April 2011 - April 2012
Skills
Research, Customer Service, Data Analysis, Analysis, Financial Accounting, Global Custody, Fund Accounting, Analytical Skills, Microsoft Excel, VBA
Education
University of Colorado Boulder 2002 — 2007
B.S in Business Administration, Finance, 3.2
Lorinda Laub, CFA's Brown Brothers Harriman Experience 1991 - 1998
Job Sr Portfolio Manager at Legg Mason Investment Counsel
Industry Investment Management
Experience
Legg Mason Investment Counsel 2007 - Present
US Trust Co 1998 - 2007
Brown Brothers Harriman 1991 - 1998
Donaldson, Lufkin & Jenrette 1986 - 1989
Skills
Alternative Investments, Asset Allocation, Investment Management, Asset Managment, Wealth Management..., Equities, Wealth Management, Hedge Funds, Series 7, Investment Strategies, Investment Advisory, Portfolio Management, Investments, Series 63, Fixed Income
Education
University of North Carolina at Chapel Hill 1989 — 1991
MBA, Finance
Trinity College-Hartford 1982 — 1986
BA, Economics
Legg Mason Investment Counsel 2007 - Present
US Trust Co 1998 - 2007
Brown Brothers Harriman 1991 - 1998
Donaldson, Lufkin & Jenrette 1986 - 1989
Skills
Alternative Investments, Asset Allocation, Investment Management, Asset Managment, Wealth Management..., Equities, Wealth Management, Hedge Funds, Series 7, Investment Strategies, Investment Advisory, Portfolio Management, Investments, Series 63, Fixed Income
Education
University of North Carolina at Chapel Hill 1989 — 1991
MBA, Finance
Trinity College-Hartford 1982 — 1986
BA, Economics
Carol Kuo's Brown Brothers Harriman Experience July 2005 - January 2006
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust February 2006 - March 2011
Northern Trust February 2006 - March 2011
Brown Brothers Harriman July 2005 - January 2006
Lincoln Financial Advisors February 2001 - July 2005
PaineWebber September 1999 - June 2000
Sagemark Consulting February 1997 - June 2000
Skills
Asset Allocation, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Asset Managment, Strategic Financial..., Bloomberg, Trading, Series 7, Mutual Funds, Series 63, Securities, Alternative Investments
Education
University of California, Los Angeles Extension 2007 — 2007
Designation, Personal Financial Planner
University of California, Irvine 1996 — 2000
Bachelor of Arts (B.A.), Economics
Northern Trust February 2006 - March 2011
Northern Trust February 2006 - March 2011
Brown Brothers Harriman July 2005 - January 2006
Lincoln Financial Advisors February 2001 - July 2005
PaineWebber September 1999 - June 2000
Sagemark Consulting February 1997 - June 2000
Skills
Asset Allocation, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Asset Managment, Strategic Financial..., Bloomberg, Trading, Series 7, Mutual Funds, Series 63, Securities, Alternative Investments
Education
University of California, Los Angeles Extension 2007 — 2007
Designation, Personal Financial Planner
University of California, Irvine 1996 — 2000
Bachelor of Arts (B.A.), Economics
Kenrick Liu's Brown Brothers Harriman Experience October 2010 - February 2011
Job Member of the Technical Staff at Draper Laboratory
Industry Mechanical or Industrial Engineering
Experience
Draper Laboratory June 2015 - Present
Gooch & Housego February 2015 - May 2015
University of Massachusetts Lowell June 2014 - February 2015
RDK Engineers May 2014 - August 2014
Draper Laboratory July 2013 - May 2014
J.P. Morgan October 2011 - May 2012
Broad Street Securities Group, LLC February 2011 - April 2011
Brown Brothers Harriman October 2010 - February 2011
Credit Suisse June 2009 - August 2009
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Matlab, Solidworks, LabVIEW, PTC Pro/Engineer, ANSYS, Engineering Drawings, Geometric Dimensioning..., Strategy, Research, Microsoft Office
Education
UMass Lowell 2012 — 2015
Bachelor of Science in Engineering (B.S.E.), Mechanical Engineering, 3.94/4.00
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics (Minor: Mathematics), 3.63/4.00
Malden High School 2002 — 2006
High School Diploma, 3.3/4.0
Draper Laboratory June 2015 - Present
Gooch & Housego February 2015 - May 2015
University of Massachusetts Lowell June 2014 - February 2015
RDK Engineers May 2014 - August 2014
Draper Laboratory July 2013 - May 2014
J.P. Morgan October 2011 - May 2012
Broad Street Securities Group, LLC February 2011 - April 2011
Brown Brothers Harriman October 2010 - February 2011
Credit Suisse June 2009 - August 2009
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Matlab, Solidworks, LabVIEW, PTC Pro/Engineer, ANSYS, Engineering Drawings, Geometric Dimensioning..., Strategy, Research, Microsoft Office
Education
UMass Lowell 2012 — 2015
Bachelor of Science in Engineering (B.S.E.), Mechanical Engineering, 3.94/4.00
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics (Minor: Mathematics), 3.63/4.00
Malden High School 2002 — 2006
High School Diploma, 3.3/4.0
Seth Hirshberg's Brown Brothers Harriman Experience February 2013 - September 2013
Job 2016 M.S. in Finance Candidate at Simon Business School
Industry Investment Banking
Experience
Luxor Homes August 2014 - June 2015
Brown Brothers Harriman February 2013 - September 2013
Agrium October 2012 - February 2013
Skills
Microsoft Excel, Outlook, Microsoft Word, Accounting, Stata, PowerPoint, PeopleSoft, Bloomberg, Salesforce.com, Bloomberg Terminal, Financial Analysis, Financial Modeling, Management, Data Analysis, Finance, Financial Reporting, Analysis, Cognos, R, Eagle STAR, InvestOne, SAS, Strategic Communications, Creative Writing, DCF Valuation, LBO, Microsoft Office, Customer Service, Social Media
Education
William E. Simon School of Business 2015 — 2016
Master of Science (M.S.), Finance
University of Denver 2013 — 2014
Graduate Business Certificate, Finance
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Economics
Luxor Homes August 2014 - June 2015
Brown Brothers Harriman February 2013 - September 2013
Agrium October 2012 - February 2013
Skills
Microsoft Excel, Outlook, Microsoft Word, Accounting, Stata, PowerPoint, PeopleSoft, Bloomberg, Salesforce.com, Bloomberg Terminal, Financial Analysis, Financial Modeling, Management, Data Analysis, Finance, Financial Reporting, Analysis, Cognos, R, Eagle STAR, InvestOne, SAS, Strategic Communications, Creative Writing, DCF Valuation, LBO, Microsoft Office, Customer Service, Social Media
Education
William E. Simon School of Business 2015 — 2016
Master of Science (M.S.), Finance
University of Denver 2013 — 2014
Graduate Business Certificate, Finance
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Economics
Arvind Balodi's Brown Brothers Harriman Experience September 2013 - May 2014
Job Analyst at Nomura
Industry Financial Services
Experience
Nomura July 2014 - Present
Merrill Lynch July 2012 - Present
Brown Brothers Harriman September 2013 - May 2014
Apollo Jets June 2011 - August 2011
Skills
Financial Modeling, Bloomberg Terminal, Strategic Financial..., Equities, Equity Trading, Sales Operations, Bloomberg, Finance
Education
University of Maryland College Park 2009 — 2013
BS, Finance
Universitat de Barcelona 2012 — 2012
International Business
Nomura July 2014 - Present
Merrill Lynch July 2012 - Present
Brown Brothers Harriman September 2013 - May 2014
Apollo Jets June 2011 - August 2011
Skills
Financial Modeling, Bloomberg Terminal, Strategic Financial..., Equities, Equity Trading, Sales Operations, Bloomberg, Finance
Education
University of Maryland College Park 2009 — 2013
BS, Finance
Universitat de Barcelona 2012 — 2012
International Business
Cindy Chau's Brown Brothers Harriman Experience March 2012 - August 2013
Job CPA, Audit Associate at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors January 2014 - Present
Brown Brothers Harriman March 2012 - August 2013
Scottrade March 2011 - March 2012
Scottrade August 2010 - March 2011
Skills
Bonds, Trading, Mutual Funds, Securities, Derivatives, Financial Accounting
Education
University of Colorado at Denver 2012 — 2013
Master's degree, Accounting
University of Missouri-Saint Louis 2007 — 2011
Bachelor of Arts, Mathematics and; Business Administration
BKD CPAs & Advisors January 2014 - Present
Brown Brothers Harriman March 2012 - August 2013
Scottrade March 2011 - March 2012
Scottrade August 2010 - March 2011
Skills
Bonds, Trading, Mutual Funds, Securities, Derivatives, Financial Accounting
Education
University of Colorado at Denver 2012 — 2013
Master's degree, Accounting
University of Missouri-Saint Louis 2007 — 2011
Bachelor of Arts, Mathematics and; Business Administration
Angel Walia's Brown Brothers Harriman Experience July 2014 - Present
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Brown Brothers Harriman July 2014 - Present
BNY Mellon June 2012 - June 2014
Ameriprise Financial Services, Inc. August 2011 - June 2012
SunTrust Robinson Humphrey July 2008 - August 2011
Skills
Business Analysis, User Acceptance Testing, SDLC, Requirements Analysis, Risk Management, Quality Center, Derivatives, Foreign Exchange, Software Project..., Back Office, Agile Methodologies, Business Process, SWIFT messaging, Project Coordination, Trade Life Cycle, FIX Protocol, XML
Education
University of Central Oklahoma
Bachelors, Finance
University of Oklahoma
Brown Brothers Harriman July 2014 - Present
BNY Mellon June 2012 - June 2014
Ameriprise Financial Services, Inc. August 2011 - June 2012
SunTrust Robinson Humphrey July 2008 - August 2011
Skills
Business Analysis, User Acceptance Testing, SDLC, Requirements Analysis, Risk Management, Quality Center, Derivatives, Foreign Exchange, Software Project..., Back Office, Agile Methodologies, Business Process, SWIFT messaging, Project Coordination, Trade Life Cycle, FIX Protocol, XML
Education
University of Central Oklahoma
Bachelors, Finance
University of Oklahoma
Kristina Neidiger's Brown Brothers Harriman Experience May 2001 - June 2007
Job Executive Assistant
Industry Entertainment
Experience
Time Warner Inc. July 2008 - December 2011
Spherion February 2008 - July 2008
Brown Brothers Harriman May 2001 - June 2007
Education
UC Santa Cruz 1996 — 2000
BA
Time Warner Inc. July 2008 - December 2011
Spherion February 2008 - July 2008
Brown Brothers Harriman May 2001 - June 2007
Education
UC Santa Cruz 1996 — 2000
BA
Alexis Haggerty's Brown Brothers Harriman Experience November 2012 - June 2013
Job Finance
Industry Financial Services
Experience
Colorado Attorney General's Office May 2014 - August 2014
Brown Brothers Harriman November 2012 - June 2013
Boulder County District Attorney's Office March 2012 - July 2012
American Arbitration Association June 2010 - August 2010
Education
University of Colorado at Boulder 2008 — 2011
Bachelor of Arts (B.A.), Economics, Political Science
Colorado Attorney General's Office May 2014 - August 2014
Brown Brothers Harriman November 2012 - June 2013
Boulder County District Attorney's Office March 2012 - July 2012
American Arbitration Association June 2010 - August 2010
Education
University of Colorado at Boulder 2008 — 2011
Bachelor of Arts (B.A.), Economics, Political Science
Stephen Hutton's Brown Brothers Harriman Experience February 2015 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman September 2011 - February 2015
Brown Brothers Harriman September 2010 - September 2011
Brown Brothers Harriman October 2008 - September 2010
Brown Brothers Harriman March 2006 - October 2008
Zurich Life Assurance plc June 2004 - March 2006
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Fund Accounting, Corporate Actions, Securities, Fund Administration, Derivatives, Investments, Alternative Investments, ETFs, Global Custody, Client Services, Financial Services
Education
University College Dublin 2001 — 2004
Bachelor of Commerce (B.Com.), Accounting and Finance
St Mary's College, Rathmines 1991 — 2001
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman September 2011 - February 2015
Brown Brothers Harriman September 2010 - September 2011
Brown Brothers Harriman October 2008 - September 2010
Brown Brothers Harriman March 2006 - October 2008
Zurich Life Assurance plc June 2004 - March 2006
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Fund Accounting, Corporate Actions, Securities, Fund Administration, Derivatives, Investments, Alternative Investments, ETFs, Global Custody, Client Services, Financial Services
Education
University College Dublin 2001 — 2004
Bachelor of Commerce (B.Com.), Accounting and Finance
St Mary's College, Rathmines 1991 — 2001
Emily Mooney's Brown Brothers Harriman Experience June 2015 - Present
Job Student at Trinity CollegeHartford
Industry
Experience
Brown Brothers Harriman June 2015 - Present
Connecticut General Assembly January 2015 - May 2015
U.S. Senator Richard Blumenthal June 2014 - August 2014
Education
Trinity College-Hartford 2012 — 2016
Trinity College-Hartford 2012 — 2016
Political Science and Government
Brown Brothers Harriman June 2015 - Present
Connecticut General Assembly January 2015 - May 2015
U.S. Senator Richard Blumenthal June 2014 - August 2014
Education
Trinity College-Hartford 2012 — 2016
Trinity College-Hartford 2012 — 2016
Political Science and Government
Chad Robertson's Brown Brothers Harriman Experience September 2002 - May 2007
Job Senior Financial Analyst at General Motors Asset Management
Industry Investment Management
Experience
General Motors Asset Management June 2007 - March 2015
Brown Brothers Harriman September 2002 - May 2007
Skills
Financial Analysis, Financial Reporting, Valuation, Security Operations, Investments, Account Reconciliation, Performance Analysis, Benchmarking, Finance, Accounting, Financial Modeling, Asset Management, Equities, Analysis, Fixed Income, Bloomberg, Process Improvement, Alternative Investments, Mutual Funds, Securities
Education
Union College 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government
General Motors Asset Management June 2007 - March 2015
Brown Brothers Harriman September 2002 - May 2007
Skills
Financial Analysis, Financial Reporting, Valuation, Security Operations, Investments, Account Reconciliation, Performance Analysis, Benchmarking, Finance, Accounting, Financial Modeling, Asset Management, Equities, Analysis, Fixed Income, Bloomberg, Process Improvement, Alternative Investments, Mutual Funds, Securities
Education
Union College 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation