Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,148 Brown Brothers Harriman employees in database. Find out everything there's to know about Brown Brothers Harriman employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Pamela (Lozzi) Doyle Pamela (Lozzi) Doyle's Brown Brothers Harriman Experience September 2013 - November 2013
Job New Business Associate, Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group December 2013 - May 2014
Brown Brothers Harriman September 2013 - November 2013
Brown Brothers Harriman October 2012 - August 2013
Brown Brothers Harriman December 2007 - October 2012
State Street March 2006 - December 2007
State Street December 2005 - March 2006
State Street January 2004 - December 2005
Pawtucket Red Sox May 2002 - September 2002
Skills
Fund Accounting, Accounting, Accounts Payable, Trading, Account Reconciliation, Financial Services, Training, Corporate Actions, Portfolio Management, Investments, Sales, Equities, Management, Mutual Funds, Microsoft Excel
Education
University of Massachusetts Dartmouth 1999 — 2003
B.S, Marketing
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group December 2013 - May 2014
Brown Brothers Harriman September 2013 - November 2013
Brown Brothers Harriman October 2012 - August 2013
Brown Brothers Harriman December 2007 - October 2012
State Street March 2006 - December 2007
State Street December 2005 - March 2006
State Street January 2004 - December 2005
Pawtucket Red Sox May 2002 - September 2002
Skills
Fund Accounting, Accounting, Accounts Payable, Trading, Account Reconciliation, Financial Services, Training, Corporate Actions, Portfolio Management, Investments, Sales, Equities, Management, Mutual Funds, Microsoft Excel
Education
University of Massachusetts Dartmouth 1999 — 2003
B.S, Marketing
Kim Curtis Kim Curtis's Brown Brothers Harriman Experience August 2010 - March 2011
Job Financial Operations
Industry Financial Services
Experience
Boston Contemporaries February 2015 - Present
Family Capital Trust Company June 2012 - May 2014
BNY Mellon November 2011 - June 2012
Brown Brothers Harriman August 2010 - March 2011
Bank of America December 2008 - June 2010
Aon Risk Management May 2008 - June 2008
Thunderstorm Capital February 2008 - March 2008
Congress Asset Management August 2005 - February 2008
Robert J. Cappadona Insurance Agency June 2004 - August 2005
Sheldon A. Cohen Insurance Agency July 2003 - June 2004
Skills
Financial Services, Banking, Account Reconciliation, Mutual Funds, Fixed Income, PowerPoint, Corporate Actions, Microsoft Word, Asset Management, Analysis, Microsoft Excel, Back Office, QuickBooks, Axys, Portfolio Management, Investments, Personal Lines Auto, Quantitative Research, Sunguard, Distribution Systems, BNY Workbench, Finance, Equities, Bloomberg
Education
University of Maine at Augusta 2000 — 2003
Bachelor of Science, Financial Services
University of Maine at Augusta 1985 — 1988
No Degree, Psychology
Cony High School 1981 — 1985
Boston Contemporaries February 2015 - Present
Family Capital Trust Company June 2012 - May 2014
BNY Mellon November 2011 - June 2012
Brown Brothers Harriman August 2010 - March 2011
Bank of America December 2008 - June 2010
Aon Risk Management May 2008 - June 2008
Thunderstorm Capital February 2008 - March 2008
Congress Asset Management August 2005 - February 2008
Robert J. Cappadona Insurance Agency June 2004 - August 2005
Sheldon A. Cohen Insurance Agency July 2003 - June 2004
Skills
Financial Services, Banking, Account Reconciliation, Mutual Funds, Fixed Income, PowerPoint, Corporate Actions, Microsoft Word, Asset Management, Analysis, Microsoft Excel, Back Office, QuickBooks, Axys, Portfolio Management, Investments, Personal Lines Auto, Quantitative Research, Sunguard, Distribution Systems, BNY Workbench, Finance, Equities, Bloomberg
Education
University of Maine at Augusta 2000 — 2003
Bachelor of Science, Financial Services
University of Maine at Augusta 1985 — 1988
No Degree, Psychology
Cony High School 1981 — 1985
Paul Botelho Paul Botelho's Brown Brothers Harriman Experience May 2014 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
Brown Brothers Harriman May 2014 - Present
State Street 2002 - 2013
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Securities, Fund Accounting, Financial Services, Investments, Portfolio Management, Derivatives, Alternative Investments
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Science (B.S.), Finance
State Street November 2014 - Present
Brown Brothers Harriman May 2014 - Present
State Street 2002 - 2013
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Securities, Fund Accounting, Financial Services, Investments, Portfolio Management, Derivatives, Alternative Investments
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Science (B.S.), Finance
Andrew Schonfeld Andrew Schonfeld's Brown Brothers Harriman Experience March 2006 - March 2012
Job Numeric Investors LLC
Industry Financial Services
Experience
Numeric Investors LLC December 2013 - Present
Fidelity Investments March 2012 - December 2013
Brown Brothers Harriman March 2006 - March 2012
Skills
Java, Python, Spring, SQL, JavaScript, Ext JS, Agile Methodologies, Scala, HTML, C++, Hibernate, MyBatis, Test Driven Development, Object Oriented Design, Jenkins, Rally, Maven, Fisheye, Ant, Eclipse, JPA, JIRA, Tortoise SVN, Sonar, Liquibase, Kintana, Tiles, XPath, XSLT, JSF, RichFaces, Primefaces, Perl, JAXB, JBoss Seam, JBPM, Struts, PVCS, Celery, MongoDB, NumPy
Education
University of Massachusetts Boston 2007 — 2010
Master of Science (MS), Computer Science, 3.95
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Mathematics and Computer Science, 3.15
Numeric Investors LLC December 2013 - Present
Fidelity Investments March 2012 - December 2013
Brown Brothers Harriman March 2006 - March 2012
Skills
Java, Python, Spring, SQL, JavaScript, Ext JS, Agile Methodologies, Scala, HTML, C++, Hibernate, MyBatis, Test Driven Development, Object Oriented Design, Jenkins, Rally, Maven, Fisheye, Ant, Eclipse, JPA, JIRA, Tortoise SVN, Sonar, Liquibase, Kintana, Tiles, XPath, XSLT, JSF, RichFaces, Primefaces, Perl, JAXB, JBoss Seam, JBPM, Struts, PVCS, Celery, MongoDB, NumPy
Education
University of Massachusetts Boston 2007 — 2010
Master of Science (MS), Computer Science, 3.95
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Mathematics and Computer Science, 3.15
Nicolas Chamberlain Nicolas Chamberlain's Brown Brothers Harriman Experience October 2008 - March 2013
Job Relationship Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2013 - Present
Brown Brothers Harriman October 2008 - March 2013
US Trust May 2005 - October 2008
CNN May 2003 - September 2003
Skills
Equities, Financial Services, Fixed Income, High Net Worth..., Mutual Funds, Wealth Management, Wealth Management..., Asset Management, Financial Analysis
Education
The University of Connecticut 2001 — 2004
Bachelor of Arts (B.A.), English
Voya Financial March 2013 - Present
Brown Brothers Harriman October 2008 - March 2013
US Trust May 2005 - October 2008
CNN May 2003 - September 2003
Skills
Equities, Financial Services, Fixed Income, High Net Worth..., Mutual Funds, Wealth Management, Wealth Management..., Asset Management, Financial Analysis
Education
The University of Connecticut 2001 — 2004
Bachelor of Arts (B.A.), English
Brandon Jackson Brandon Jackson's Brown Brothers Harriman Experience July 2011 - Present
Job Commodities Banker at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman July 2011 - Present
Brown Brothers Harriman July 2010 - June 2011
Brown Brothers Harriman July 2008 - June 2010
Skills
Corporate Actions, Commodity, Derivatives, Fixed Income, Equities, Banking, Relationship Management, Trading, Credit Analysis, Secured Financing, Securities, Secured Lending, Commodities, Bloomberg, Hedge Funds, Financial Structuring, Alternative Investments
Education
Villanova University 2004 — 2008
Finance, Marketing, International Business, Cum Laude
University of Geneva 2007 — 2007
Economics
Brown Brothers Harriman July 2011 - Present
Brown Brothers Harriman July 2010 - June 2011
Brown Brothers Harriman July 2008 - June 2010
Skills
Corporate Actions, Commodity, Derivatives, Fixed Income, Equities, Banking, Relationship Management, Trading, Credit Analysis, Secured Financing, Securities, Secured Lending, Commodities, Bloomberg, Hedge Funds, Financial Structuring, Alternative Investments
Education
Villanova University 2004 — 2008
Finance, Marketing, International Business, Cum Laude
University of Geneva 2007 — 2007
Economics
Tracie Mah Tracie Mah's Brown Brothers Harriman Experience June 2012 - Present
Job Fund Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman December 2010 - June 2012
The Beal Companies, LLP August 2007 - December 2010
Skills
Corporate Actions, Bloomberg, Equities, Mutual Funds, Securities, Financial Reporting, Investments, Asset Managment, Options, Auditing, Trading, Financial Services, Fixed Income, Analysis, Financial Analysis, Accounting, Fund Accounting, Investment Management, Asset Management
Education
University of Massachusetts Boston 2005 — 2010
Bachelor of Science, Finance
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman December 2010 - June 2012
The Beal Companies, LLP August 2007 - December 2010
Skills
Corporate Actions, Bloomberg, Equities, Mutual Funds, Securities, Financial Reporting, Investments, Asset Managment, Options, Auditing, Trading, Financial Services, Fixed Income, Analysis, Financial Analysis, Accounting, Fund Accounting, Investment Management, Asset Management
Education
University of Massachusetts Boston 2005 — 2010
Bachelor of Science, Finance
Sheldon Warrick Sheldon Warrick's Brown Brothers Harriman Experience 1995 - 2006
Job Managing Director at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation June 2014 - Present
Omgeo LLC September 2006 - June 2014
Brown Brothers Harriman 1995 - 2006
Skills
Trading, Market Data, Middle Office, Business Analysis, FX Options, Alternative Investments, Electronic Trading, Portfolio Management, Settlement, Investments, Product Management, Investment Banking, Vendor Management, Banking, Risk Management
Education
University of Massachusetts Boston 1990 — 1992
MBA, International Business
University of the West Indies, St. Augustine Campus 1986 — 1989
BA, Politics and History
Queen's Royal College 1979 — 1986
The Depository Trust & Clearing Corporation June 2014 - Present
Omgeo LLC September 2006 - June 2014
Brown Brothers Harriman 1995 - 2006
Skills
Trading, Market Data, Middle Office, Business Analysis, FX Options, Alternative Investments, Electronic Trading, Portfolio Management, Settlement, Investments, Product Management, Investment Banking, Vendor Management, Banking, Risk Management
Education
University of Massachusetts Boston 1990 — 1992
MBA, International Business
University of the West Indies, St. Augustine Campus 1986 — 1989
BA, Politics and History
Queen's Royal College 1979 — 1986
Simeal Woldu Simeal Woldu's Brown Brothers Harriman Experience October 2014 - April 2015
Job Compliance Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman October 2014 - April 2015
State Street February 2014 - April 2014
J.P. Morgan March 2013 - February 2014
State Street Bank June 2012 - February 2013
Skills
Financial Modeling, Risk Management, PowerPoint, Accounting, Account Reconciliation, Auditing, Accounts Payable, Securities, Financial Services, Internal Audit, Software Documentation, Mutual Funds, Private Equity, Alternative Investments, Financial Analysis, Tax, FX Options, Financial Reporting, Payments, Corporate Finance, Microsoft Excel, Data Analysis, Bloomberg, Financial Accounting
Education
University of Massachusetts Boston 2009 — 2011
BA, Economics
Brown Brothers Harriman October 2014 - April 2015
State Street February 2014 - April 2014
J.P. Morgan March 2013 - February 2014
State Street Bank June 2012 - February 2013
Skills
Financial Modeling, Risk Management, PowerPoint, Accounting, Account Reconciliation, Auditing, Accounts Payable, Securities, Financial Services, Internal Audit, Software Documentation, Mutual Funds, Private Equity, Alternative Investments, Financial Analysis, Tax, FX Options, Financial Reporting, Payments, Corporate Finance, Microsoft Excel, Data Analysis, Bloomberg, Financial Accounting
Education
University of Massachusetts Boston 2009 — 2011
BA, Economics
Susan Short Green, CFA Susan Short Green, CFA's Brown Brothers Harriman Experience 1987 - 1993
Job Director of Equity Trading at Nichols Asset Management, LLC
Industry Investment Management
Experience
Nichols Asset Management, LLC 2013 - Present
Loomis, Sayles & Company 2001 - 2013
Loomis, Sayles & Company 1998 - 2001
Loomis, Sayles & Company 1993 - 1998
Brown Brothers Harriman 1987 - 1993
Skills
Equities, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Trading Strategies, TCA, Compliance, Hedge Funds, Series 7, Series 63
Education
University of Maine
Bachelor of Arts (BA), Mathematics
Nichols Asset Management, LLC 2013 - Present
Loomis, Sayles & Company 2001 - 2013
Loomis, Sayles & Company 1998 - 2001
Loomis, Sayles & Company 1993 - 1998
Brown Brothers Harriman 1987 - 1993
Skills
Equities, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Trading Strategies, TCA, Compliance, Hedge Funds, Series 7, Series 63
Education
University of Maine
Bachelor of Arts (BA), Mathematics
Debra Cesaro-Hayes Debra Cesaro-Hayes's Brown Brothers Harriman Experience January 2015 - Present
Job Team Lead Settlements Analyst
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Merrill Lynch August 2013 - January 2015
Bank of America Merrill Lynch December 2007 - August 2013
Minnesota Life April 2007 - December 2007
Merrill Lynch Petrie November 2006 - February 2007
Petrie Parkman & Company January 2005 - December 2006
Curian Capital December 2002 - January 2005
Skills
Series 7, Series 63, Asset Managment, Mutual Funds, Equities, Investments, Wealth Management, Customer Service, Asset Management, Securities, Series 24, Retirement, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Strategic Financial..., Process Improvement, Access, Finance, Financial Services
Education
University of Colorado Denver 1989 — 1993
Marketing, Business Administration and Management, General, 3.2
University of Colorado Denver 1989 — 1993
International Business, International Business, 3.2
Brown Brothers Harriman January 2015 - Present
Merrill Lynch August 2013 - January 2015
Bank of America Merrill Lynch December 2007 - August 2013
Minnesota Life April 2007 - December 2007
Merrill Lynch Petrie November 2006 - February 2007
Petrie Parkman & Company January 2005 - December 2006
Curian Capital December 2002 - January 2005
Skills
Series 7, Series 63, Asset Managment, Mutual Funds, Equities, Investments, Wealth Management, Customer Service, Asset Management, Securities, Series 24, Retirement, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Strategic Financial..., Process Improvement, Access, Finance, Financial Services
Education
University of Colorado Denver 1989 — 1993
Marketing, Business Administration and Management, General, 3.2
University of Colorado Denver 1989 — 1993
International Business, International Business, 3.2
Adam Braley Adam Braley's Brown Brothers Harriman Experience 2014 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2014 - Present
Gail's Goodies and More Inc. 2008 - December 2013
Skills
Data Analysis, Microsoft Excel, Analysis, Microsoft Office, PowerPoint, Statistics, Microsoft Word, Eagle Star, Corporate Actions
Education
University of Massachusetts Dartmouth 2009 — 2013
Bachelor of Science (B.S.), Finance
Brown Brothers Harriman 2014 - Present
Gail's Goodies and More Inc. 2008 - December 2013
Skills
Data Analysis, Microsoft Excel, Analysis, Microsoft Office, PowerPoint, Statistics, Microsoft Word, Eagle Star, Corporate Actions
Education
University of Massachusetts Dartmouth 2009 — 2013
Bachelor of Science (B.S.), Finance
Satheshkumar Narayanan Satheshkumar Narayanan's Brown Brothers Harriman Experience June 2014 - Present
Job Senior Consultant at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman June 2014 - Present
HCL Technologies October 2005 - March 2014
CMS Infosystems Pvt. Ltd. April 2004 - October 2005
Nexus Computers Pvt. Ltd March 2003 - April 2004
Unicare Systems Pvt July 1999 - March 2003
Skills
ITIL, Servers, VMware, IT Service Management, Troubleshooting, Solution Architecture, IT Operations, Service Delivery, Windows Server, VMware Certified..., Operating Systems, Windows, Incident Management, VMware ESX, Virtualization, Disaster Recovery, Data Center
Education
University of Madras 2000 — 2003
BCA, Computer Application
Pallavan Polytechnic 1996 — 1999
DCTech, Computer Technology
Brown Brothers Harriman June 2014 - Present
HCL Technologies October 2005 - March 2014
CMS Infosystems Pvt. Ltd. April 2004 - October 2005
Nexus Computers Pvt. Ltd March 2003 - April 2004
Unicare Systems Pvt July 1999 - March 2003
Skills
ITIL, Servers, VMware, IT Service Management, Troubleshooting, Solution Architecture, IT Operations, Service Delivery, Windows Server, VMware Certified..., Operating Systems, Windows, Incident Management, VMware ESX, Virtualization, Disaster Recovery, Data Center
Education
University of Madras 2000 — 2003
BCA, Computer Application
Pallavan Polytechnic 1996 — 1999
DCTech, Computer Technology
Luis Martinez Luna Luis Martinez Luna's Brown Brothers Harriman Experience February 2013 - February 2014
Job GOLD Associate FP&A/ Costing Analyst at Avery Dennison
Industry Apparel & Fashion
Experience
Avery Dennison July 2015 - Present
Avery Dennison April 2014 - July 2015
Brown Brothers Harriman February 2013 - February 2014
Logos Capital December 2012 - July 2013
Law Offices of Howard Rosenblatt and the Hartfield Insurance Group, Inc. August 2012 - December 2012
The Animal Company LLC October 2009 - September 2012
University of Florida Inter-Residence Hall Association August 2011 - May 2012
Rotaract International at the University of Florida May 2011 - May 2012
Centerplate August 2011 - February 2012
Skills
Retail, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Finance, Access, International Tax, DCF Valuation, Argus Modeling, Budgets, Time Management, Marketing, Outstanding..., Microsoft Word, Public Speaking, Data Analysis
Education
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science Business Administration, Finance, 3.51
Avery Dennison July 2015 - Present
Avery Dennison April 2014 - July 2015
Brown Brothers Harriman February 2013 - February 2014
Logos Capital December 2012 - July 2013
Law Offices of Howard Rosenblatt and the Hartfield Insurance Group, Inc. August 2012 - December 2012
The Animal Company LLC October 2009 - September 2012
University of Florida Inter-Residence Hall Association August 2011 - May 2012
Rotaract International at the University of Florida May 2011 - May 2012
Centerplate August 2011 - February 2012
Skills
Retail, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Finance, Access, International Tax, DCF Valuation, Argus Modeling, Budgets, Time Management, Marketing, Outstanding..., Microsoft Word, Public Speaking, Data Analysis
Education
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science Business Administration, Finance, 3.51
Weston Cowden Weston Cowden's Brown Brothers Harriman Experience June 2014 - June 2015
Job Feasibility Analyst at WestChase Partners, LLC
Industry Real Estate
Experience
WestChase Partners, LLC August 2015 - Present
Brown Brothers Harriman June 2014 - June 2015
Brown Brothers Harriman May 2013 - June 2014
University of Denver September 2011 - November 2012
DeLine Box Company June 2010 - September 2010
Custom Packaging Inc. June 2009 - September 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Strategic Planning, Banking, Risk Management, Business Analysis, Microsoft Word, Project Management, PowerPoint, Investments, Business Strategy, Accounting, Financial Modeling, Data Analysis, Finance, Leadership
Education
University of Denver - Daniels College of Business 2011 — 2012
Master of Accountancy, Accounting
University of Denver 2007 — 2012
Bachelor of Science (BS), Business Administration and Management, General
WestChase Partners, LLC August 2015 - Present
Brown Brothers Harriman June 2014 - June 2015
Brown Brothers Harriman May 2013 - June 2014
University of Denver September 2011 - November 2012
DeLine Box Company June 2010 - September 2010
Custom Packaging Inc. June 2009 - September 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Strategic Planning, Banking, Risk Management, Business Analysis, Microsoft Word, Project Management, PowerPoint, Investments, Business Strategy, Accounting, Financial Modeling, Data Analysis, Finance, Leadership
Education
University of Denver - Daniels College of Business 2011 — 2012
Master of Accountancy, Accounting
University of Denver 2007 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Peter Seeman Peter Seeman's Brown Brothers Harriman Experience April 2008 - May 2012
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. October 2014 - Present
FBR May 2012 - October 2014
Brown Brothers Harriman April 2008 - May 2012
Citi 2006 - 2008
CIBC World Markets 2004 - 2006
Wasserstein Perella 1999 - 2002
Bear Stearns 1996 - 1999
Skills
Fixed Income, Electronic Trading, Equities, Securities, Hedge Funds, Mutual Funds, Series 7, Capital Markets, Bloomberg, Trading, Derivatives, Asset Management, Alternative Investments
Education
University of Denver 1990 — 1993
BSBA, Business, Management, Marketing, and Related Support Services
Peddie
Canaccord Genuity Inc. October 2014 - Present
FBR May 2012 - October 2014
Brown Brothers Harriman April 2008 - May 2012
Citi 2006 - 2008
CIBC World Markets 2004 - 2006
Wasserstein Perella 1999 - 2002
Bear Stearns 1996 - 1999
Skills
Fixed Income, Electronic Trading, Equities, Securities, Hedge Funds, Mutual Funds, Series 7, Capital Markets, Bloomberg, Trading, Derivatives, Asset Management, Alternative Investments
Education
University of Denver 1990 — 1993
BSBA, Business, Management, Marketing, and Related Support Services
Peddie
Lauren (Buonomo) Schumacher Lauren (Buonomo) Schumacher's Brown Brothers Harriman Experience January 2013 - Present
Job Foreign Exchange Sales and Trading at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2013 - Present
State Street Global Markets October 2007 - January 2013
State Street Global Markets June 2007 - October 2007
Skills
Bloomberg, Equities, Derivatives, Capital Markets, Mutual Funds, Portfolio Management, Financial Modeling, Fixed Income, Securities, Currency, Foreign Exchange, Hedging, Trading
Education
University of Connecticut
Brown Brothers Harriman January 2013 - Present
State Street Global Markets October 2007 - January 2013
State Street Global Markets June 2007 - October 2007
Skills
Bloomberg, Equities, Derivatives, Capital Markets, Mutual Funds, Portfolio Management, Financial Modeling, Fixed Income, Securities, Currency, Foreign Exchange, Hedging, Trading
Education
University of Connecticut
Carolina Nevarez's Brown Brothers Harriman Experience July 2015 - Present
Job Investment Tax Specialist
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
State Street August 2014 - May 2015
Brown Brothers Harriman June 2014 - August 2014
UMass Boston September 2012 - May 2014
Aprenda Corp. May 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, Visio, QuickBooks, PowerPoint, Mac OS, Data Analysis, Data Entry, Analysis, Project Planning, Access, Tax, Financial Reporting, Customer Service, Social Media, Spanish, Financial Analysis, Teamwork, Public Speaking, Investments, Accounting, Leadership
Education
University of Massachusetts Boston 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.77/4.00
University of Puerto Rico-Rio Piedras 2010 — 2011
Bachelor of Science (BS), Accounting
Brown Brothers Harriman July 2015 - Present
State Street August 2014 - May 2015
Brown Brothers Harriman June 2014 - August 2014
UMass Boston September 2012 - May 2014
Aprenda Corp. May 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, Visio, QuickBooks, PowerPoint, Mac OS, Data Analysis, Data Entry, Analysis, Project Planning, Access, Tax, Financial Reporting, Customer Service, Social Media, Spanish, Financial Analysis, Teamwork, Public Speaking, Investments, Accounting, Leadership
Education
University of Massachusetts Boston 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.77/4.00
University of Puerto Rico-Rio Piedras 2010 — 2011
Bachelor of Science (BS), Accounting
Marjorie Jérémie's Brown Brothers Harriman Experience August 2008 - April 2010
Job Financial Advisor at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services July 2012 - Present
Brown Brothers Harriman August 2008 - April 2010
Brown Brothers Harriman August 2008 - April 2010
State Street May 2000 - August 2008
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Insurance, Portfolio Management, Fixed Income, Estate Planning, Life Insurance, Bloomberg, Series 6
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Science (B.S.), Economics and Finance
Trilogy Financial Services July 2012 - Present
Brown Brothers Harriman August 2008 - April 2010
Brown Brothers Harriman August 2008 - April 2010
State Street May 2000 - August 2008
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Insurance, Portfolio Management, Fixed Income, Estate Planning, Life Insurance, Bloomberg, Series 6
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Science (B.S.), Economics and Finance
Matt Givney Matt Givney's Brown Brothers Harriman Experience December 2004 - March 2005
Job Consultant Software Engineer at School Street Consulting LLC
Industry Computer Software
Experience
School Street Consulting LLC March 2015 - Present
Omgeo January 2008 - March 2015
Fidelity Investments June 2007 - December 2007
IBM Global Services September 2006 - June 2007
Fidelity Investments March 2005 - September 2006
Brown Brothers Harriman December 2004 - March 2005
IBM Global Services December 2003 - December 2004
Boston Coach February 2003 - December 2003
Ignition Technologies November 2000 - February 2003
WinWin Technologies February 2000 - December 2000
Skills
Hibernate, Java Enterprise Edition, Web Services, Spring, XML, Agile Methodologies, Spring Framework, Maven, JUnit, Struts, JMS, Oracle, REST, Java
Education
University of Maryland College Park
School Street Consulting LLC March 2015 - Present
Omgeo January 2008 - March 2015
Fidelity Investments June 2007 - December 2007
IBM Global Services September 2006 - June 2007
Fidelity Investments March 2005 - September 2006
Brown Brothers Harriman December 2004 - March 2005
IBM Global Services December 2003 - December 2004
Boston Coach February 2003 - December 2003
Ignition Technologies November 2000 - February 2003
WinWin Technologies February 2000 - December 2000
Skills
Hibernate, Java Enterprise Edition, Web Services, Spring, XML, Agile Methodologies, Spring Framework, Maven, JUnit, Struts, JMS, Oracle, REST, Java
Education
University of Maryland College Park
Scott Schnurr's Brown Brothers Harriman Experience April 2014 - May 2015
Job Cost Analyst 2 at CALIBRE Systems
Industry Information Technology and Services
Experience
CALIBRE Systems June 2015 - Present
Brown Brothers Harriman April 2014 - May 2015
ING Financial Partners May 2013 - March 2014
University of Connecticut Running Club RunUC September 2010 - May 2013
Comcast Cable June 2011 - August 2012
Friendly's Restaurant May 2009 - August 2011
Skills
Project Management, Telecommunications, Team Leadership, Microsoft Excel, Customer Satisfaction, Series 6, Series 63, Series 65, Life Insurance, Health Insurance, Disability Insurance, Microsoft Office, HTML, SharePoint, ESS, CSG, Customer Service, Minitab, Spanish, Public Speaking, Organization, Organizational Behavior, Financial Accounting, Event Management, Economics, Financial Analysis, Event Planning, Cisco Meeting Place, Salesforce.com, CRM, Marketing
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (BS), Finance
Farmington High School 2005 — 2009
CALIBRE Systems June 2015 - Present
Brown Brothers Harriman April 2014 - May 2015
ING Financial Partners May 2013 - March 2014
University of Connecticut Running Club RunUC September 2010 - May 2013
Comcast Cable June 2011 - August 2012
Friendly's Restaurant May 2009 - August 2011
Skills
Project Management, Telecommunications, Team Leadership, Microsoft Excel, Customer Satisfaction, Series 6, Series 63, Series 65, Life Insurance, Health Insurance, Disability Insurance, Microsoft Office, HTML, SharePoint, ESS, CSG, Customer Service, Minitab, Spanish, Public Speaking, Organization, Organizational Behavior, Financial Accounting, Event Management, Economics, Financial Analysis, Event Planning, Cisco Meeting Place, Salesforce.com, CRM, Marketing
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (BS), Finance
Farmington High School 2005 — 2009
Christopher Burrell's Brown Brothers Harriman Experience July 2012 - May 2014
Job Research Associate at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC May 2014 - Present
Brown Brothers Harriman July 2012 - May 2014
Student Portfolio Investment Fund for the University of Maine Endowment Fund September 2008 - July 2012
Northwestern Mutual March 2011 - August 2011
Skills
Financial Analysis, Leadership, Fixed Income, Eagle PACE, Ad Hoc Reporting, Transaction Processing, Data Analysis, Microsoft Excel, Highly detail oriented, Account Reconciliation, Time Management, Public Speaking, Back Office, Fund Accounting, Bloomberg Terminal, Lotus Notes, Foreign Exchange
Education
University of Maine 2008 — 2012
B.A., Financial Economics
Fryeburg Academy
NEPC, LLC May 2014 - Present
Brown Brothers Harriman July 2012 - May 2014
Student Portfolio Investment Fund for the University of Maine Endowment Fund September 2008 - July 2012
Northwestern Mutual March 2011 - August 2011
Skills
Financial Analysis, Leadership, Fixed Income, Eagle PACE, Ad Hoc Reporting, Transaction Processing, Data Analysis, Microsoft Excel, Highly detail oriented, Account Reconciliation, Time Management, Public Speaking, Back Office, Fund Accounting, Bloomberg Terminal, Lotus Notes, Foreign Exchange
Education
University of Maine 2008 — 2012
B.A., Financial Economics
Fryeburg Academy
Aren Yavshaoglu Aren Yavshaoglu's Brown Brothers Harriman Experience August 2014 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Waterstone Advisors, LLC January 2014 - July 2014
University of Massachusetts January 2013 - May 2013
Environment Massachusetts September 2012 - November 2012
Aida M. Yavshayan MD. Pediatric and Adolescent Medicine January 2006 - April 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Outlook, Data Analysis, Strategic Planning, Research, Bloomberg, Windows, Access, Community Outreach, Administration, Financial Analysis
Education
University of Massachusetts Boston 2010 — 2014
Bachelor's degree, Finance, General, GPA: 3.52/Overall, 3.72/Major, 3.88/Concentration
Belmont High School 2006 — 2010
Brown Brothers Harriman August 2014 - Present
Waterstone Advisors, LLC January 2014 - July 2014
University of Massachusetts January 2013 - May 2013
Environment Massachusetts September 2012 - November 2012
Aida M. Yavshayan MD. Pediatric and Adolescent Medicine January 2006 - April 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Outlook, Data Analysis, Strategic Planning, Research, Bloomberg, Windows, Access, Community Outreach, Administration, Financial Analysis
Education
University of Massachusetts Boston 2010 — 2014
Bachelor's degree, Finance, General, GPA: 3.52/Overall, 3.72/Major, 3.88/Concentration
Belmont High School 2006 — 2010
Robert Leverich Robert Leverich's Brown Brothers Harriman Experience November 2008 - July 2014
Job V.P. Trade Surveillance Compliance
Industry Capital Markets
Experience
Guggenheim Partners Investment Management Holdings LLC October 2014 - Present
Brown Brothers Harriman November 2008 - July 2014
Swiss American Securities Inc. January 2002 - November 2008
Swiss American Securities Inc., a Credit Suisse Group Company 1991 - January 2002
Shearson Lehman Bros. February 1985 - December 1989
Deloitte, Haskins & Sells 1981 - 1984
Skills
Trading, Sales Management, Regulatory Documentation, Asset Management, Banking, Bloomberg, Brokerage, Capital Markets, Commodity, Currency, Derivatives, ETFs, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Hedging, Investments, Management, Options, Order Management, Portfolio Management, Risk Management, Sales, Securities, Series 63, Series 7, Trading Systems
Education
The University of Connecticut 1979 — 1981
BS, Accounting
University of Connecticut 1979 — 1981
Bachelor of Science (B.Sc.), Accounting, Cum Laude
Guggenheim Partners Investment Management Holdings LLC October 2014 - Present
Brown Brothers Harriman November 2008 - July 2014
Swiss American Securities Inc. January 2002 - November 2008
Swiss American Securities Inc., a Credit Suisse Group Company 1991 - January 2002
Shearson Lehman Bros. February 1985 - December 1989
Deloitte, Haskins & Sells 1981 - 1984
Skills
Trading, Sales Management, Regulatory Documentation, Asset Management, Banking, Bloomberg, Brokerage, Capital Markets, Commodity, Currency, Derivatives, ETFs, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Hedging, Investments, Management, Options, Order Management, Portfolio Management, Risk Management, Sales, Securities, Series 63, Series 7, Trading Systems
Education
The University of Connecticut 1979 — 1981
BS, Accounting
University of Connecticut 1979 — 1981
Bachelor of Science (B.Sc.), Accounting, Cum Laude
Brandon Munroe's Brown Brothers Harriman Experience November 2014 - April 2015
Job Investment Operations Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Brown Brothers Harriman November 2014 - April 2015
MediaVest June 2014 - August 2014
University of Hartford January 2014 - May 2014
University of Hartford September 2012 - May 2014
University of Hartford-Student Centers& Administration May 2011 - May 2014
University of Hartford June 2012 - August 2013
NBCUniversal, Inc. January 2013 - May 2013
Dun & Bradstreet June 2010 - August 2010
Skills
Leadership, PowerPoint, Microsoft Office, Management, Time Management, Fundraising, Event Planning, Research, Social Media, Program Management, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Team Leadership, Sales, Data Analysis, Facilities Management, Human Resources, Nonprofits, Social Networking, Recruiting, Budgets, Marketing Strategy, Training, Leadership Development, Teamwork, Analysis, Team Building, Marketing, Event Management, Critical Thinking, Community Outreach, Data Entry, Market Research, Finance, Social Media Marketing, Proposal Writing, Customer Satisfaction, Conflict Resolution, Interviews, MediaBank
Education
University of Hartford 2010 — 2014
Bachelor's Degree, Business Management/Economics & Finance, 3.01/4.0
Saint Benedicts Preparatory School 2004 — 2010
High School Diploma
Prudential Financial April 2015 - Present
Brown Brothers Harriman November 2014 - April 2015
MediaVest June 2014 - August 2014
University of Hartford January 2014 - May 2014
University of Hartford September 2012 - May 2014
University of Hartford-Student Centers& Administration May 2011 - May 2014
University of Hartford June 2012 - August 2013
NBCUniversal, Inc. January 2013 - May 2013
Dun & Bradstreet June 2010 - August 2010
Skills
Leadership, PowerPoint, Microsoft Office, Management, Time Management, Fundraising, Event Planning, Research, Social Media, Program Management, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Team Leadership, Sales, Data Analysis, Facilities Management, Human Resources, Nonprofits, Social Networking, Recruiting, Budgets, Marketing Strategy, Training, Leadership Development, Teamwork, Analysis, Team Building, Marketing, Event Management, Critical Thinking, Community Outreach, Data Entry, Market Research, Finance, Social Media Marketing, Proposal Writing, Customer Satisfaction, Conflict Resolution, Interviews, MediaBank
Education
University of Hartford 2010 — 2014
Bachelor's Degree, Business Management/Economics & Finance, 3.01/4.0
Saint Benedicts Preparatory School 2004 — 2010
High School Diploma
Leo Kopp's Brown Brothers Harriman Experience October 2014 - Present
Job Pricing Specialist at State Street Bank
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
State Street Bank August 2008 - September 2014
AVIVA-COFCO LIFE INSURANCE COMPANY June 2006 - August 2007
Skills
Excel, Verbal and written..., working with a team, Risk Management, Time Management
Education
University of Massachusetts Boston 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting
Brown Brothers Harriman October 2014 - Present
State Street Bank August 2008 - September 2014
AVIVA-COFCO LIFE INSURANCE COMPANY June 2006 - August 2007
Skills
Excel, Verbal and written..., working with a team, Risk Management, Time Management
Education
University of Massachusetts Boston 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting
Asa Al-Saidy Asa Al-Saidy's Brown Brothers Harriman Experience July 2013 - Present
Job Senior Client Account Manager for ETF Client Service Group
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - Present
State Street Bank August 2009 - July 2013
AutoZone July 2006 - September 2009
NAAN Realty March 2003 - January 2009
Skills
Work in A Fast Paced..., Microsoft Office, Multi Tasking, Close Attention to..., Oral & Written..., Resourceful..., Bloomberg, Financial Reporting, Corporate Actions, ETFs, Mutual Funds, Finance, Derivatives, Analysis, Trading, General Ledger, Pricing, Banking, Sales, Accounting, Process Improvement, Financial Analysis, Fund Accounting, Business Analysis, Outlook, Inventory Management, PowerPoint, Teamwork, Microsoft Word, Customer Service, Budgets, Market Research, Account Management, Equities, Negotiation, Fixed Income, Project Management, Cold Calling, Hedge Funds, Strategic Planning, Merchandising, Cash Management, Access
Education
University of Massachusetts Boston 2006 — 2010
Bachelor's of Science, Business Administration and Management, General
Brown Brothers Harriman July 2013 - Present
State Street Bank August 2009 - July 2013
AutoZone July 2006 - September 2009
NAAN Realty March 2003 - January 2009
Skills
Work in A Fast Paced..., Microsoft Office, Multi Tasking, Close Attention to..., Oral & Written..., Resourceful..., Bloomberg, Financial Reporting, Corporate Actions, ETFs, Mutual Funds, Finance, Derivatives, Analysis, Trading, General Ledger, Pricing, Banking, Sales, Accounting, Process Improvement, Financial Analysis, Fund Accounting, Business Analysis, Outlook, Inventory Management, PowerPoint, Teamwork, Microsoft Word, Customer Service, Budgets, Market Research, Account Management, Equities, Negotiation, Fixed Income, Project Management, Cold Calling, Hedge Funds, Strategic Planning, Merchandising, Cash Management, Access
Education
University of Massachusetts Boston 2006 — 2010
Bachelor's of Science, Business Administration and Management, General
John Gentile's Brown Brothers Harriman Experience 2011 - January 2014
Job 3D Visualization Specialist at Kleinfelder
Industry Architecture & Planning
Experience
Kleinfelder January 2014 - Present
JohnG3D 2011 - February 2014
Brown Brothers Harriman 2011 - January 2014
Brown Brothers Harriman 2010 - 2011
Brown Brothers Harriman 2007 - 2010
Brown Brothers Harriman 2005 - 2007
Putnam Investments 2004 - 2005
Skills
Photoshop, Project Management, 3D Modeling, Maya, Illustrator, Team Leadership, After Effects, Animation, Zbrush, 3D, PowerPoint, Lighting, 3D Studio Max, Premiere, Visio, Video Games, Rendering, HTML, Modeling
Education
Boston University - Center for Digital Imaging Arts 2011 — 2012
3D Animation & Interactive Media
University of Massachusetts Dartmouth 2000 — 2004
BS, Business Information Systems
Kleinfelder January 2014 - Present
JohnG3D 2011 - February 2014
Brown Brothers Harriman 2011 - January 2014
Brown Brothers Harriman 2010 - 2011
Brown Brothers Harriman 2007 - 2010
Brown Brothers Harriman 2005 - 2007
Putnam Investments 2004 - 2005
Skills
Photoshop, Project Management, 3D Modeling, Maya, Illustrator, Team Leadership, After Effects, Animation, Zbrush, 3D, PowerPoint, Lighting, 3D Studio Max, Premiere, Visio, Video Games, Rendering, HTML, Modeling
Education
Boston University - Center for Digital Imaging Arts 2011 — 2012
3D Animation & Interactive Media
University of Massachusetts Dartmouth 2000 — 2004
BS, Business Information Systems
Brian Devenney Brian Devenney's Brown Brothers Harriman Experience March 2010 - August 2010
Job Pricing Manager
Industry Airlines/Aviation
Experience
EY February 2014 - July 2015
Student Managed Investment Fund September 2012 - December 2013
Permal June 2013 - November 2013
Brown Brothers Harriman March 2010 - August 2010
Skills
Financial Analysis, Equity Research, Financial Modeling, Microsoft Excel, Financial Markets, Bloomberg Terminal, Accounting, Valuation
Education
Fairfield University 2012 — 2013
Masters, Finance
University of South Carolina - The Moore School of Business 2009 — 2009
Finance
University of Limerick 2007 — 2011
Business, Accounting & Finance
EY February 2014 - July 2015
Student Managed Investment Fund September 2012 - December 2013
Permal June 2013 - November 2013
Brown Brothers Harriman March 2010 - August 2010
Skills
Financial Analysis, Equity Research, Financial Modeling, Microsoft Excel, Financial Markets, Bloomberg Terminal, Accounting, Valuation
Education
Fairfield University 2012 — 2013
Masters, Finance
University of South Carolina - The Moore School of Business 2009 — 2009
Finance
University of Limerick 2007 — 2011
Business, Accounting & Finance
Kofi Fynn Kofi Fynn's Brown Brothers Harriman Experience July 2014 - Present
Job Banking Professional
Industry Banking
Experience
Brown Brothers Harriman July 2014 - Present
Guaranty Trust Bank April 2008 - July 2011
Newham University Hospital NHS Trust December 2006 - November 2007
Newham University Hospital NHS Trust January 2003 - November 2006
Skills
Banking, Retail Banking, Credit Analysis, Commercial Banking, Credit, Credit Risk, Loans, Trade Finance, Financial Risk, Cross Selling, Branch Banking, Portfolio Management, Consumer Lending, Small Business Lending, Cash Management
Education
University of Westminster 2004 — 2006
Master of Science (MSc), Information Management and Finance
University of Ghana 1998 — 2001
Bachelor of Arts (BA), Economics and Geography
Brown Brothers Harriman July 2014 - Present
Guaranty Trust Bank April 2008 - July 2011
Newham University Hospital NHS Trust December 2006 - November 2007
Newham University Hospital NHS Trust January 2003 - November 2006
Skills
Banking, Retail Banking, Credit Analysis, Commercial Banking, Credit, Credit Risk, Loans, Trade Finance, Financial Risk, Cross Selling, Branch Banking, Portfolio Management, Consumer Lending, Small Business Lending, Cash Management
Education
University of Westminster 2004 — 2006
Master of Science (MSc), Information Management and Finance
University of Ghana 1998 — 2001
Bachelor of Arts (BA), Economics and Geography
Cortney Ferris Cortney Ferris's Brown Brothers Harriman Experience August 2013 - Present
Job Office Manager and Senior Executive Assistant
Industry Financial Services
Experience
Brown Brothers Harriman August 2013 - Present
ZS Associates June 2011 - August 2013
Global Wine Company October 2009 - June 2011
CNSI July 2007 - July 2008
Greystone Grill 2006 - 2007
Skills
Management, Customer Service, Business Strategy, Teamwork, Training, PowerPoint
Education
University of Maryland College Park 2002 — 2006
Vocal Performance
Brown Brothers Harriman August 2013 - Present
ZS Associates June 2011 - August 2013
Global Wine Company October 2009 - June 2011
CNSI July 2007 - July 2008
Greystone Grill 2006 - 2007
Skills
Management, Customer Service, Business Strategy, Teamwork, Training, PowerPoint
Education
University of Maryland College Park 2002 — 2006
Vocal Performance
Greg Himmel Greg Himmel's Brown Brothers Harriman Experience March 2012 - Present
Job Finance
Industry Financial Services
Experience
Brown Brothers Harriman March 2012 - Present
Lipper August 2008 - December 2010
Education
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
Brown Brothers Harriman March 2012 - Present
Lipper August 2008 - December 2010
Education
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
Mohammed Alam Mohammed Alam's Brown Brothers Harriman Experience 1993 - 1994
Job President, Alyra Renewable Energy Finance
Industry Renewables & Environment
Experience
Alyra Renewable Energy Finance January 2004 - Present
Center for Sustainable Enterprise and Regional Competitiveness January 2011 - Present
Soltage September 2008 - Present
Teichos Energy April 2013 - Present
The United States Department of Commerce December 2010 - June 2012
Fortis Capital/MeesPierson 1998 - 2004
GE Capital, Capital Market Services 1997 - 1998
Chapel Square 1995 - 1997
Brown Brothers Harriman 1993 - 1994
International Trade Development, MassPort 1992 - 1993
Skills
Project Finance, Renewable Energy, Mergers & Acquisitions, Energy, Venture Capital, Solar Energy, Strategy, Wind, Sustainable Energy, Mergers, Corporate Development, Joint Ventures, Financial Advisory, Leadership, Business Development, Strategic Planning, Valuation, Financial Modeling, Private Equity, Due Diligence, Structured Finance, Energy Efficiency, Entrepreneurship, Negotiation, Business Strategy, Capital Markets, Financial Structuring, Corporate Finance, Cleantech, Contract Negotiation, Investments, Solar Thermal, Green Technology, Photovoltaics, Emerging Markets, Finance, Start-ups, Alternative Energy, Investment Banking, Restructuring, Energy Policy, Portfolio Management, Biomass, Sustainable Development, Equities, Solar PV, Solar Power, Sustainable Business, M&A experience, Management
Education
Yale University, School of Management 1994 — 1996
MPPM, Finance, Competitive Strategy, Non Profit Management, The Scholastic Excellence Award
University of Massachusetts Boston 1991 — 1994
B.S., International Managemenet, Finance, Economics, Summa cum laude. Graduated at the top of the class.
University of Chittagong, College of Commerce 1985 — 1987
B.Comm.
Alyra Renewable Energy Finance January 2004 - Present
Center for Sustainable Enterprise and Regional Competitiveness January 2011 - Present
Soltage September 2008 - Present
Teichos Energy April 2013 - Present
The United States Department of Commerce December 2010 - June 2012
Fortis Capital/MeesPierson 1998 - 2004
GE Capital, Capital Market Services 1997 - 1998
Chapel Square 1995 - 1997
Brown Brothers Harriman 1993 - 1994
International Trade Development, MassPort 1992 - 1993
Skills
Project Finance, Renewable Energy, Mergers & Acquisitions, Energy, Venture Capital, Solar Energy, Strategy, Wind, Sustainable Energy, Mergers, Corporate Development, Joint Ventures, Financial Advisory, Leadership, Business Development, Strategic Planning, Valuation, Financial Modeling, Private Equity, Due Diligence, Structured Finance, Energy Efficiency, Entrepreneurship, Negotiation, Business Strategy, Capital Markets, Financial Structuring, Corporate Finance, Cleantech, Contract Negotiation, Investments, Solar Thermal, Green Technology, Photovoltaics, Emerging Markets, Finance, Start-ups, Alternative Energy, Investment Banking, Restructuring, Energy Policy, Portfolio Management, Biomass, Sustainable Development, Equities, Solar PV, Solar Power, Sustainable Business, M&A experience, Management
Education
Yale University, School of Management 1994 — 1996
MPPM, Finance, Competitive Strategy, Non Profit Management, The Scholastic Excellence Award
University of Massachusetts Boston 1991 — 1994
B.S., International Managemenet, Finance, Economics, Summa cum laude. Graduated at the top of the class.
University of Chittagong, College of Commerce 1985 — 1987
B.Comm.
Samreen Cheema Samreen Cheema's Brown Brothers Harriman Experience January 2011 - September 2011
Job Planning Anaylst at Vistaprint
Industry Internet
Experience
Vistaprint July 2011 - October 2013
Citizens Bank September 2008 - October 2011
Brown Brothers Harriman January 2011 - September 2011
State Street June 2010 - December 2010
Skills
Strategic Planning, Project Planning, Project Management, Business Analysis, Resource Allocation, Resource Management, Business Strategy, Manage Client..., Client Development, Sales Management, Retail Banking, Investment Banking, Mortgage Banking, Microsoft Office, Microsoft Excel, CRM
Education
University of Massachusetts Boston 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Newton North HS
Vistaprint July 2011 - October 2013
Citizens Bank September 2008 - October 2011
Brown Brothers Harriman January 2011 - September 2011
State Street June 2010 - December 2010
Skills
Strategic Planning, Project Planning, Project Management, Business Analysis, Resource Allocation, Resource Management, Business Strategy, Manage Client..., Client Development, Sales Management, Retail Banking, Investment Banking, Mortgage Banking, Microsoft Office, Microsoft Excel, CRM
Education
University of Massachusetts Boston 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Newton North HS
Colin Sullivan Colin Sullivan's Brown Brothers Harriman Experience April 2011 - April 2013
Job Solutions Consultant at Operative
Industry Computer Software
Experience
Operative February 2015 - Present
Operative June 2014 - January 2015
Operative April 2013 - June 2014
Brown Brothers Harriman April 2011 - April 2013
TEKsystems March 2010 - March 2011
Skills
Online Advertising, Salesforce.com, Digital Media, Financial Analysis, Process Improvement, Social Media, Management, Financial Reporting, DFP, Advertising, Data Analysis, Customer Service, Client Services, Digital Marketing, Enterprise Software
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science (B.S.), Finance, Logistics
Operative February 2015 - Present
Operative June 2014 - January 2015
Operative April 2013 - June 2014
Brown Brothers Harriman April 2011 - April 2013
TEKsystems March 2010 - March 2011
Skills
Online Advertising, Salesforce.com, Digital Media, Financial Analysis, Process Improvement, Social Media, Management, Financial Reporting, DFP, Advertising, Data Analysis, Customer Service, Client Services, Digital Marketing, Enterprise Software
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science (B.S.), Finance, Logistics
Darryl Arsenault Darryl Arsenault's Brown Brothers Harriman Experience January 1996 - January 1998
Job Account Executive at ScanOptics
Industry Investment Management
Experience
Scan-Optics February 2015 - Present
Marcus and Millichap August 2009 - November 2013
Colliers Dow & Condon July 2007 - August 2009
Fidelity Investments March 2007 - July 2008
State Street Bank September 2006 - March 2007
John Hancock Investments October 2004 - September 2006
Lee Munder Capital Group February 2004 - October 2004
Capital Advisors Group April 2000 - August 2003
INVESCO Management and Research, Inc. January 1998 - April 2000
Brown Brothers Harriman January 1996 - January 1998
Skills
Fixed Income, Trading, Business Analysis, Portfolio Management, Asset Management, Financial Analysis, Finance, Equities, Financial Modeling, Capital Markets, Salesforce.com, New Business Development, Lead Generation, Account Management, Document Management, Large Scale System..., Team Building, Solution Selling, Project Management, Enterprise Software
Education
University of Maine 1992 — 1995
Bachelor's Degree, Finance, General
University of MaineB.S.
Bachelor of Science (BS), Finance, General
Scan-Optics February 2015 - Present
Marcus and Millichap August 2009 - November 2013
Colliers Dow & Condon July 2007 - August 2009
Fidelity Investments March 2007 - July 2008
State Street Bank September 2006 - March 2007
John Hancock Investments October 2004 - September 2006
Lee Munder Capital Group February 2004 - October 2004
Capital Advisors Group April 2000 - August 2003
INVESCO Management and Research, Inc. January 1998 - April 2000
Brown Brothers Harriman January 1996 - January 1998
Skills
Fixed Income, Trading, Business Analysis, Portfolio Management, Asset Management, Financial Analysis, Finance, Equities, Financial Modeling, Capital Markets, Salesforce.com, New Business Development, Lead Generation, Account Management, Document Management, Large Scale System..., Team Building, Solution Selling, Project Management, Enterprise Software
Education
University of Maine 1992 — 1995
Bachelor's Degree, Finance, General
University of MaineB.S.
Bachelor of Science (BS), Finance, General
Samara Faustin Samara Faustin's Brown Brothers Harriman Experience March 2014 - Present
Job Security Master File Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
Walgreens June 2012 - March 2014
Panera Bread November 2007 - March 2011
Skills
Cashiering, Data Entry, Customer Service, Inventory Management, Retail, Customer Satisfaction, Time Management, Cash Register, Telephone Skills, Inventory Control, Phone Etiquette, Cash Handling Experience, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Retail Sales, Visual Merchandising
Education
University of Massachusetts Boston 2008 — 2013
Bachelor of Science (B.S.), Management
Brown Brothers Harriman March 2014 - Present
Walgreens June 2012 - March 2014
Panera Bread November 2007 - March 2011
Skills
Cashiering, Data Entry, Customer Service, Inventory Management, Retail, Customer Satisfaction, Time Management, Cash Register, Telephone Skills, Inventory Control, Phone Etiquette, Cash Handling Experience, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Retail Sales, Visual Merchandising
Education
University of Massachusetts Boston 2008 — 2013
Bachelor of Science (B.S.), Management
Luis O. Cardona Luis O. Cardona's Brown Brothers Harriman Experience January 2015 - Present
Job Senior Data Governance Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman April 2012 - December 2014
Brown Brothers Harriman April 2011 - March 2012
Brown Brothers Harriman May 2008 - April 2011
Brown Brothers Harriman June 2004 - May 2008
Massachusetts Department of Public Health September 2003 - April 2004
Skills
Public Speaking, Leadership, Strategy, Program Management, Analysis, Process Improvement, Business Analysis, Management, Team Building, Critical Thinking, Training, Visio, Professional..., Lotus Notes, Test Planning, News Writing, Business Development, Critical Analysis, Transcription, Microsoft Office, Quality Center, Risk Management, Business Intelligence, Analytics, Project Management, Networking, Customer Service, SDLC, Vendor Management, Requirements Analysis, Data Analysis, Human Resources, MS Office Suite, HP Quality Center, IBM Infosphere...
Education
University of Florida 2000 — 2003
Bachelor of Arts, American History
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman April 2012 - December 2014
Brown Brothers Harriman April 2011 - March 2012
Brown Brothers Harriman May 2008 - April 2011
Brown Brothers Harriman June 2004 - May 2008
Massachusetts Department of Public Health September 2003 - April 2004
Skills
Public Speaking, Leadership, Strategy, Program Management, Analysis, Process Improvement, Business Analysis, Management, Team Building, Critical Thinking, Training, Visio, Professional..., Lotus Notes, Test Planning, News Writing, Business Development, Critical Analysis, Transcription, Microsoft Office, Quality Center, Risk Management, Business Intelligence, Analytics, Project Management, Networking, Customer Service, SDLC, Vendor Management, Requirements Analysis, Data Analysis, Human Resources, MS Office Suite, HP Quality Center, IBM Infosphere...
Education
University of Florida 2000 — 2003
Bachelor of Arts, American History
Gregory Brill Gregory Brill's Brown Brothers Harriman Experience April 2012 - April 2013
Job Landman at GreenShell Energy Corporation
Industry Financial Services
Experience
GreenShell Energy Corporation March 2014 - Present
Brown Brothers Harriman April 2012 - April 2013
Aspen Wealth Management August 2011 - March 2012
Octagon June 2010 - August 2010
Skills
Close Attention to..., Microsoft Office, Risk Management, Financial Modeling, Equity Research Analysis, Organization, Business Operations, Customer Service, Financial Accounting, Managerial Finance, Teamwork, Investments, Writing, Oral Communication
Education
University of Denver 2007 — 2011
BSBA- Finance, Reiman School of Finance
Universidad De Menendez pelayo 2010 — 2011
International Finance
GreenShell Energy Corporation March 2014 - Present
Brown Brothers Harriman April 2012 - April 2013
Aspen Wealth Management August 2011 - March 2012
Octagon June 2010 - August 2010
Skills
Close Attention to..., Microsoft Office, Risk Management, Financial Modeling, Equity Research Analysis, Organization, Business Operations, Customer Service, Financial Accounting, Managerial Finance, Teamwork, Investments, Writing, Oral Communication
Education
University of Denver 2007 — 2011
BSBA- Finance, Reiman School of Finance
Universidad De Menendez pelayo 2010 — 2011
International Finance
Scott Davies, CFA, CMT Scott Davies, CFA, CMT's Brown Brothers Harriman Experience November 2004 - September 2012
Job Director Institutional Portfolio Strategy at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. February 2013 - Present
Brown Brothers Harriman November 2004 - September 2012
Corporation for Community Housing January 2003 - October 2004
Morgan Stanley June 2000 - November 2002
Goldman Sachs May 1999 - August 1999
Griffin, Kubik, Stephens, & Thompson, Inc. Investment Bankers May 1998 - August 1998
Skills
Fundamental Equity..., Equity Portfolio..., Technical Analysis, Tactical Investment..., Investor Psychology, Intermarket Analysis, Financial Modeling, Cycle Analysis, ETFs, Sector/Industry..., Research Report..., Series 7, Series 63, Series 86, Series 87, Equities, Valuation, Tactical, Research, Asset Allocation, Cycle, Mutual Funds, Portfolio Management, Bloomberg, Fixed Income, FINRA, Investments, Equity Research
Education
University of Illinois at Chicago 1996 — 2000
Bachelor's of Science, Economics, Finance, GPA: Cumulative 4.83/5.0 Major 5.0/5.0
Malvern Collegiate
Oppenheimer & Co. February 2013 - Present
Brown Brothers Harriman November 2004 - September 2012
Corporation for Community Housing January 2003 - October 2004
Morgan Stanley June 2000 - November 2002
Goldman Sachs May 1999 - August 1999
Griffin, Kubik, Stephens, & Thompson, Inc. Investment Bankers May 1998 - August 1998
Skills
Fundamental Equity..., Equity Portfolio..., Technical Analysis, Tactical Investment..., Investor Psychology, Intermarket Analysis, Financial Modeling, Cycle Analysis, ETFs, Sector/Industry..., Research Report..., Series 7, Series 63, Series 86, Series 87, Equities, Valuation, Tactical, Research, Asset Allocation, Cycle, Mutual Funds, Portfolio Management, Bloomberg, Fixed Income, FINRA, Investments, Equity Research
Education
University of Illinois at Chicago 1996 — 2000
Bachelor's of Science, Economics, Finance, GPA: Cumulative 4.83/5.0 Major 5.0/5.0
Malvern Collegiate
Ariane Jaycox Ariane Jaycox's Brown Brothers Harriman Experience September 2013 - May 2015
Job Trade Ops Specialist at Charles Schwab Investment Management
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Brown Brothers Harriman September 2013 - May 2015
Arclight Securities LLC April 2011 - July 2013
DSW Inc October 2010 - May 2011
UIC Athletics November 2009 - April 2011
Skills
Microsoft Office, CQG, GlobalRisk Option Trader, ORC, Options, Trading, Portfolio Management, Financial Analysis, Risk Management, Derivatives, Finance, Microsoft Excel
Education
University of Illinois at Chicago 2008 — 2012
Bachelor's degree, Finance
McHenry Community High School 2004 — 2008
High School Diploma
Charles Schwab June 2015 - Present
Brown Brothers Harriman September 2013 - May 2015
Arclight Securities LLC April 2011 - July 2013
DSW Inc October 2010 - May 2011
UIC Athletics November 2009 - April 2011
Skills
Microsoft Office, CQG, GlobalRisk Option Trader, ORC, Options, Trading, Portfolio Management, Financial Analysis, Risk Management, Derivatives, Finance, Microsoft Excel
Education
University of Illinois at Chicago 2008 — 2012
Bachelor's degree, Finance
McHenry Community High School 2004 — 2008
High School Diploma
Tom Lukowski Tom Lukowski's Brown Brothers Harriman Experience February 2014 - Present
Job IT Audit Manager, Assistant Vice President at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
Brown Brothers Harriman February 2014 - Present
Brown Brothers Harriman December 2011 - Present
Brown Brothers Harriman December 2010 - December 2011
Iron Mountain April 2007 - September 2010
PricewaterhouseCoopers May 2003 - April 2007
PricewaterhouseCoopers September 1999 - May 2003
Skills
Sarbanes-Oxley Act, Internal Audit, IT Audit, Information Security, Internal Controls, Information Technology, Sarbanes-Oxley, Auditing, Business Process, Enterprise Risk..., SAS70, Security, Management, Analysis, Risk Assessment, Finance, Risk Management
Education
University of Connecticut 1991 — 1996
BA, Sociology, Political Science
State Street August 2015 - Present
Brown Brothers Harriman February 2014 - Present
Brown Brothers Harriman December 2011 - Present
Brown Brothers Harriman December 2010 - December 2011
Iron Mountain April 2007 - September 2010
PricewaterhouseCoopers May 2003 - April 2007
PricewaterhouseCoopers September 1999 - May 2003
Skills
Sarbanes-Oxley Act, Internal Audit, IT Audit, Information Security, Internal Controls, Information Technology, Sarbanes-Oxley, Auditing, Business Process, Enterprise Risk..., SAS70, Security, Management, Analysis, Risk Assessment, Finance, Risk Management
Education
University of Connecticut 1991 — 1996
BA, Sociology, Political Science
Shahab Saleem's Brown Brothers Harriman Experience September 2011 - March 2013
Job Senior Business Analyst at Success Train Consulting
Industry Financial Services
Experience
Success Train Consulting April 2013 - Present
Brown Brothers Harriman September 2011 - March 2013
National Automotive Components September 2008 - August 2011
Bank of America July 2006 - August 2008
Skills
Microsoft Office, Microsoft SQL Server, MS Project, Visio, Microsoft Dynamics, Data Mining, Data Analysis, Financial Analysis, Account Reconciliation, ERP, Project Management, Financial Services, Cash Flow, Training, Financial Modeling, Customer Service, Process Improvement, Financial Reporting
Education
University of Massachusetts Boston 2011 — 2013
Master of Business Administration (M.B.A.), Operations Management and Management Information Systems
University of Massachusetts Boston 2006 — 2009
Bachelor of Science (B.Sc.) in Management, Accounting and Finance
Success Train Consulting April 2013 - Present
Brown Brothers Harriman September 2011 - March 2013
National Automotive Components September 2008 - August 2011
Bank of America July 2006 - August 2008
Skills
Microsoft Office, Microsoft SQL Server, MS Project, Visio, Microsoft Dynamics, Data Mining, Data Analysis, Financial Analysis, Account Reconciliation, ERP, Project Management, Financial Services, Cash Flow, Training, Financial Modeling, Customer Service, Process Improvement, Financial Reporting
Education
University of Massachusetts Boston 2011 — 2013
Master of Business Administration (M.B.A.), Operations Management and Management Information Systems
University of Massachusetts Boston 2006 — 2009
Bachelor of Science (B.Sc.) in Management, Accounting and Finance
Kristian Sedeño, CPA Kristian Sedeño, CPA's Brown Brothers Harriman Experience February 2014 - July 2015
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2015 - Present
Brown Brothers Harriman February 2014 - July 2015
Brown Brothers Harriman March 2011 - February 2014
PricewaterhouseCoopers September 2009 - March 2011
PricewaterhouseCoopers January 2009 - March 2009
Keyopoly, Inc. 2004 - 2005
Skills
Financial Analysis, Capital Markets, Wealth Management, Auditing, CPA, Due Diligence, Valuation, Internal Controls, Financial Services, Relationship Management, Microsoft Excel, Investment Advisory, Asset Allocation, Big 4, KYC, Spanish
Education
Vanderbilt University 2008 — 2009
Master's, Accountancy
University of Florida 2003 — 2007
Bachelor of Science in Business Administration, Finance
Belen Jesuit Preparatory School 1996 — 2003
Morgan Stanley Private Wealth Management July 2015 - Present
Brown Brothers Harriman February 2014 - July 2015
Brown Brothers Harriman March 2011 - February 2014
PricewaterhouseCoopers September 2009 - March 2011
PricewaterhouseCoopers January 2009 - March 2009
Keyopoly, Inc. 2004 - 2005
Skills
Financial Analysis, Capital Markets, Wealth Management, Auditing, CPA, Due Diligence, Valuation, Internal Controls, Financial Services, Relationship Management, Microsoft Excel, Investment Advisory, Asset Allocation, Big 4, KYC, Spanish
Education
Vanderbilt University 2008 — 2009
Master's, Accountancy
University of Florida 2003 — 2007
Bachelor of Science in Business Administration, Finance
Belen Jesuit Preparatory School 1996 — 2003
Danner Close Danner Close's Brown Brothers Harriman Experience September 2012 - July 2013
Job Account Manager at SpotX
Industry Financial Services
Experience
SpotX April 2015 - Present
SpotX October 2014 - April 2015
Chipotle Mexican Grill July 2013 - June 2014
Brown Brothers Harriman September 2012 - July 2013
Teton Valley Ranch January 2010 - January 2012
Skills
Customer Service, Social Media Marketing, Advertising, Facebook, Outlook, Sales, Non-profits, Strategic Planning, Leadership, Contract Negotiation, Market Research, Community Outreach, Due Diligence, Analysis
Education
Vanderbilt University 2008 — 2012
Bachelor's Degree, Economics; Corporate Strategy, Cumulative 3.7 GPA
University of Denver 2008 — 2009
SpotX April 2015 - Present
SpotX October 2014 - April 2015
Chipotle Mexican Grill July 2013 - June 2014
Brown Brothers Harriman September 2012 - July 2013
Teton Valley Ranch January 2010 - January 2012
Skills
Customer Service, Social Media Marketing, Advertising, Facebook, Outlook, Sales, Non-profits, Strategic Planning, Leadership, Contract Negotiation, Market Research, Community Outreach, Due Diligence, Analysis
Education
Vanderbilt University 2008 — 2012
Bachelor's Degree, Economics; Corporate Strategy, Cumulative 3.7 GPA
University of Denver 2008 — 2009
Raj Arunachalam's Brown Brothers Harriman Experience January 2015 - Present
Job Web Application Development Lead and Architect
Industry Computer Software
Experience
Brown Brothers Harriman January 2015 - Present
The Hanover Insurance Group February 2006 - January 2015
NTT DATA Corporation September 2003 - January 2015
State Street September 2003 - January 2006
Fulcrum Logic Inc June 2002 - August 2003
Fireman's Fund Insurance Company June 2002 - August 2003
Insight Solutions Inc May 2000 - May 2002
Hewlett-Packard May 2000 - May 2002
Wipro Technologies September 1996 - April 2000
Skills
SOA, Java, Websphere, Web Applications, Enterprise Architecture, SDLC, Java Enterprise Edition, Solution Architecture, Web Services, Design Patterns, DB2, Hibernate, Requirements Analysis, Software Project..., HP Exstream Integration, IBM Content Manager, IBM Datapower, UML, Flex, XML, XSD, JSP, Linux, Shell Scripting, FiServ 3-Level Security, Log4j, Ant, Struts, HTML5, Git, C/C++ STL, Perl, SQL, WebSphere
Education
University of Madras 1992 — 1996
Bachelor's degree, Computer Science
WPA Soundrapandia Nadar Higher Secondary School 1990 — 1992
Kannada Sangha High School 1985 — 1990
Brown Brothers Harriman January 2015 - Present
The Hanover Insurance Group February 2006 - January 2015
NTT DATA Corporation September 2003 - January 2015
State Street September 2003 - January 2006
Fulcrum Logic Inc June 2002 - August 2003
Fireman's Fund Insurance Company June 2002 - August 2003
Insight Solutions Inc May 2000 - May 2002
Hewlett-Packard May 2000 - May 2002
Wipro Technologies September 1996 - April 2000
Skills
SOA, Java, Websphere, Web Applications, Enterprise Architecture, SDLC, Java Enterprise Edition, Solution Architecture, Web Services, Design Patterns, DB2, Hibernate, Requirements Analysis, Software Project..., HP Exstream Integration, IBM Content Manager, IBM Datapower, UML, Flex, XML, XSD, JSP, Linux, Shell Scripting, FiServ 3-Level Security, Log4j, Ant, Struts, HTML5, Git, C/C++ STL, Perl, SQL, WebSphere
Education
University of Madras 1992 — 1996
Bachelor's degree, Computer Science
WPA Soundrapandia Nadar Higher Secondary School 1990 — 1992
Kannada Sangha High School 1985 — 1990
John Seniz John Seniz's Brown Brothers Harriman Experience September 2015 - Present
Job Cybersecurity Engineer
Industry Financial Services
Experience
Brown Brothers Harriman September 2015 - Present
Legg Mason May 2014 - September 2015
Legg Mason March 2012 - May 2014
Legg Mason January 2011 - March 2012
DuClaw Brewing Company January 2009 - January 2011
Skills
Microsoft SQL Server, Active Directory, SDLC, Databases, Disaster Recovery, Microsoft Office, Visio, PeopleSoft, Business Intelligence, Troubleshooting, Java, PeopleTools, Windows Server, Sarbanes-Oxley Act, Security, SOX, Oracle SQL, Oracle, Analysis, Windows, SQR, Oracle Applications, Network Security, Networking, MS Project, Operating Systems, Unix, Android, iOS, Windows 7, Information Security..., Autosys, Lean Tools, Six Sigma, Unix Shell Scripting, HTML, Information Technology, SharePoint, Splunk, Information Security, Agile Methodologies, Network Architecture, Computer Forensics, Software Updates
Education
University of Maryland Baltimore County 2012 — 2013
M.P.S., Cybersecurity
University of Maryland Baltimore County 2006 — 2010
B.S., Information Systems
Brown Brothers Harriman September 2015 - Present
Legg Mason May 2014 - September 2015
Legg Mason March 2012 - May 2014
Legg Mason January 2011 - March 2012
DuClaw Brewing Company January 2009 - January 2011
Skills
Microsoft SQL Server, Active Directory, SDLC, Databases, Disaster Recovery, Microsoft Office, Visio, PeopleSoft, Business Intelligence, Troubleshooting, Java, PeopleTools, Windows Server, Sarbanes-Oxley Act, Security, SOX, Oracle SQL, Oracle, Analysis, Windows, SQR, Oracle Applications, Network Security, Networking, MS Project, Operating Systems, Unix, Android, iOS, Windows 7, Information Security..., Autosys, Lean Tools, Six Sigma, Unix Shell Scripting, HTML, Information Technology, SharePoint, Splunk, Information Security, Agile Methodologies, Network Architecture, Computer Forensics, Software Updates
Education
University of Maryland Baltimore County 2012 — 2013
M.P.S., Cybersecurity
University of Maryland Baltimore County 2006 — 2010
B.S., Information Systems
Jacob Bernstein Jacob Bernstein's Brown Brothers Harriman Experience August 2013 - November 2013
Job Prime Brokerage Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank November 2013 - Present
Brown Brothers Harriman August 2013 - November 2013
Merrill Lynch October 2012 - December 2012
JPMorgan Chase July 2012 - August 2012
Shanghai Laofengxiang Co. March 2012 - June 2012
Skills
Mandarin, Financial Analysis, Microsoft Excel, Accounting, Exercises, Finance, Financial Accounting, Financial Reporting, Prime Brokerage
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Bachelor of Science (BS), Finance and International Business
University of Maryland College Park 2009 — 2013
B.S., Finance, General
Barclays Investment Bank November 2013 - Present
Brown Brothers Harriman August 2013 - November 2013
Merrill Lynch October 2012 - December 2012
JPMorgan Chase July 2012 - August 2012
Shanghai Laofengxiang Co. March 2012 - June 2012
Skills
Mandarin, Financial Analysis, Microsoft Excel, Accounting, Exercises, Finance, Financial Accounting, Financial Reporting, Prime Brokerage
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Bachelor of Science (BS), Finance and International Business
University of Maryland College Park 2009 — 2013
B.S., Finance, General
SIVAKUMAR SURYA BALU's Brown Brothers Harriman Experience September 2010 - Present
Job IBM WebSphere Portal & WCM Consultant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
Kforce Inc. September 2010 - Present
Hallmark Cards June 2008 - September 2010
Infosys Technologies Ltd July 2003 - September 2010
Bank of America July 2007 - May 2008
Goldman Sachs June 2005 - July 2007
PMI Mortgage Insurance Co. May 2004 - May 2005
Northwestern Mutual July 2003 - May 2004
Skills
WebSphere Portal, Web Content Management, WebSphere Application..., IBM Websphere Commerce, IBM HTTP Server, J2EE Web Services, J2EE Application..., RAD, Eclipse, Quality Center, JBoss Application Server, DB2, Sybase, JavaScript, jQuery, jQuery UI, JSP, Servlets, POJO, XML, Ant, JDBC, Hibernate, HTML, CSS3, Tortoise SVN, Win CVS, VSS, PVCS, ClearCase, Lotus Notes, Firebug, YSlow, Fiddler, Performance Tuning, SEO, Omniture, Coremetrics Analytics, EJB, CSS, Java Enterprise Edition
Education
University of Madras 1999 — 2003
B.Tech, Information Technology
Brown Brothers Harriman September 2010 - Present
Kforce Inc. September 2010 - Present
Hallmark Cards June 2008 - September 2010
Infosys Technologies Ltd July 2003 - September 2010
Bank of America July 2007 - May 2008
Goldman Sachs June 2005 - July 2007
PMI Mortgage Insurance Co. May 2004 - May 2005
Northwestern Mutual July 2003 - May 2004
Skills
WebSphere Portal, Web Content Management, WebSphere Application..., IBM Websphere Commerce, IBM HTTP Server, J2EE Web Services, J2EE Application..., RAD, Eclipse, Quality Center, JBoss Application Server, DB2, Sybase, JavaScript, jQuery, jQuery UI, JSP, Servlets, POJO, XML, Ant, JDBC, Hibernate, HTML, CSS3, Tortoise SVN, Win CVS, VSS, PVCS, ClearCase, Lotus Notes, Firebug, YSlow, Fiddler, Performance Tuning, SEO, Omniture, Coremetrics Analytics, EJB, CSS, Java Enterprise Edition
Education
University of Madras 1999 — 2003
B.Tech, Information Technology
Amit Janani's Brown Brothers Harriman Experience August 2011 - January 2013
Job Technology Risk Office Project Manager
Industry Computer & Network Security
Experience
AIG March 2014 - Present
AIG April 2013 - February 2014
Brown Brothers Harriman August 2011 - January 2013
Wipro Technologies February 2011 - February 2012
NEWEDGE GROUPS, Chicago June 2010 - December 2010
EMDEON BUSINESS SERVICES August 2010 - November 2010
NEHAL CORPORATION August 2007 - August 2009
Skills
Oracle, SQL, Microsoft SQL Server, Management, Access, Databases, XML, Analysis, SharePoint, MS Project, MySQL, DB2, Data Analysis, Security, Linux
Education
University of Illinois at Chicago 2009 — 2010
Masters, Management in Information Systems; Electronics
K. J .Somaiya Institute of Engineering and Information Technology 2005 — 2009
Bachelors of Engineering, Electronics Engineering
Utpal Shanghvi
secondary school of certificate
AIG March 2014 - Present
AIG April 2013 - February 2014
Brown Brothers Harriman August 2011 - January 2013
Wipro Technologies February 2011 - February 2012
NEWEDGE GROUPS, Chicago June 2010 - December 2010
EMDEON BUSINESS SERVICES August 2010 - November 2010
NEHAL CORPORATION August 2007 - August 2009
Skills
Oracle, SQL, Microsoft SQL Server, Management, Access, Databases, XML, Analysis, SharePoint, MS Project, MySQL, DB2, Data Analysis, Security, Linux
Education
University of Illinois at Chicago 2009 — 2010
Masters, Management in Information Systems; Electronics
K. J .Somaiya Institute of Engineering and Information Technology 2005 — 2009
Bachelors of Engineering, Electronics Engineering
Utpal Shanghvi
secondary school of certificate
Thomas Scarinci Thomas Scarinci's Brown Brothers Harriman Experience June 2010 - August 2010
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC July 2013 - Present
PwC June 2012 - August 2012
JP Morgan Chase January 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Computer Aid, Inc December 2009 - June 2010
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2013
Master's degree, Accounting
University of Delaware 2008 — 2012
Accounting, Management Information Systems
PwC July 2013 - Present
PwC June 2012 - August 2012
JP Morgan Chase January 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Computer Aid, Inc December 2009 - June 2010
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2013
Master's degree, Accounting
University of Delaware 2008 — 2012
Accounting, Management Information Systems
Reed Smith's Brown Brothers Harriman Experience July 2008 - Present
Job Relationship Manager at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman July 2008 - Present
Skills
Wealth Management, Investments, Asset Allocation
Education
University of Denver 2004 — 2008
Bachelor's degree, Finance
Boston College High School 2000 — 2004
Brown Brothers Harriman July 2008 - Present
Skills
Wealth Management, Investments, Asset Allocation
Education
University of Denver 2004 — 2008
Bachelor's degree, Finance
Boston College High School 2000 — 2004
Ashwin Longani's Brown Brothers Harriman Experience December 2010 - May 2011
Job
Industry Investment Management
Experience
BNY Mellon August 2011 - August 2014
Brown Brothers Harriman December 2010 - May 2011
Bank of America January 2010 - July 2010
Merrill Lynch June 2007 - August 2007
Computershare Fund Services June 2006 - July 2006
Skills
Investments, Finance, Analysis, Microsoft Excel, Equities, Financial Analysis, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelors of Science, Finance
BNY Mellon August 2011 - August 2014
Brown Brothers Harriman December 2010 - May 2011
Bank of America January 2010 - July 2010
Merrill Lynch June 2007 - August 2007
Computershare Fund Services June 2006 - July 2006
Skills
Investments, Finance, Analysis, Microsoft Excel, Equities, Financial Analysis, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelors of Science, Finance
Aaron Dues, CFP®'s Brown Brothers Harriman Experience February 2015 - Present
Job Relationship Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman July 2014 - January 2015
Brown Brothers Harriman January 2013 - June 2014
U.S. Trust, Bank of America Private Wealth Management July 2010 - January 2013
U.S. Trust, Bank of America Private Wealth Management August 2008 - June 2010
Davis Center for Portfolio Management (Flyer Investments) January 2008 - May 2008
Emerson Climate Technologies May 2007 - August 2007
Education
University of Dayton 2004 — 2008
Bachelor of Science in Business Administration, Finance & Entrepreneurship
Minster High School 2000 — 2004
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman July 2014 - January 2015
Brown Brothers Harriman January 2013 - June 2014
U.S. Trust, Bank of America Private Wealth Management July 2010 - January 2013
U.S. Trust, Bank of America Private Wealth Management August 2008 - June 2010
Davis Center for Portfolio Management (Flyer Investments) January 2008 - May 2008
Emerson Climate Technologies May 2007 - August 2007
Education
University of Dayton 2004 — 2008
Bachelor of Science in Business Administration, Finance & Entrepreneurship
Minster High School 2000 — 2004
Joe Bonneau Joe Bonneau's Brown Brothers Harriman Experience June 2011 - February 2014
Job Senior Enterprise Business Development Associate at EnerNOC
Industry Renewables & Environment
Experience
EnerNOC June 2015 - Present
EnerNOC February 2014 - Present
Brown Brothers Harriman June 2011 - February 2014
Skills
Energy Efficiency, Demand Response, Sustainability, Finance, Financial Reporting, Financial Analysis, CRM, Sales, PowerPoint, Microsoft Excel, Business Strategy, Pipeline Development, Pipeline Management
Education
University of Maine 2007 — 2011
EnerNOC June 2015 - Present
EnerNOC February 2014 - Present
Brown Brothers Harriman June 2011 - February 2014
Skills
Energy Efficiency, Demand Response, Sustainability, Finance, Financial Reporting, Financial Analysis, CRM, Sales, PowerPoint, Microsoft Excel, Business Strategy, Pipeline Development, Pipeline Management
Education
University of Maine 2007 — 2011
Diana Grieco Diana Grieco's Brown Brothers Harriman Experience August 2006 - Present
Job Associate, Senior Compliance Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2006 - Present
Evergreen Investments December 2004 - August 2006
Evergreen Investments September 2003 - December 2004
Wayland Police Department January 2002 - June 2002
Skills
Compliance, Manage Client..., Strengthening Client..., Customer Service, Problem Solving, Process Improvement, Mentoring, Procedure Creation, Research, Financial Audits, Due Diligence, Bloomberg, Administration, Mutual Funds, Excel, PowerPoint, Word, Adobe Acrobat, Lotus Notes, AML, Financial Services, Policy
Education
University of Massachusetts Boston 2000 — 2003
Bachelor of Arts, Criminal Justice and Philosophy, Law and Public Policy
Westfield State College 1999 — 2000
Criminal Justice, 3.61
Pentucket Regional High School West Newbury, MA 1995 — 1999
Diploma, Graduate with Honors and Scholarship Awarded
Brown Brothers Harriman August 2006 - Present
Evergreen Investments December 2004 - August 2006
Evergreen Investments September 2003 - December 2004
Wayland Police Department January 2002 - June 2002
Skills
Compliance, Manage Client..., Strengthening Client..., Customer Service, Problem Solving, Process Improvement, Mentoring, Procedure Creation, Research, Financial Audits, Due Diligence, Bloomberg, Administration, Mutual Funds, Excel, PowerPoint, Word, Adobe Acrobat, Lotus Notes, AML, Financial Services, Policy
Education
University of Massachusetts Boston 2000 — 2003
Bachelor of Arts, Criminal Justice and Philosophy, Law and Public Policy
Westfield State College 1999 — 2000
Criminal Justice, 3.61
Pentucket Regional High School West Newbury, MA 1995 — 1999
Diploma, Graduate with Honors and Scholarship Awarded
Nicholas Fortin Nicholas Fortin's Brown Brothers Harriman Experience May 2015 - Present
Job Student at University of Denver Daniels College of Business
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
The Bank of Maine June 2013 - August 2014
Augusta Country Club June 2012 - August 2012
New England Metrology September 2010 - October 2011
Skills
Microsoft Office, Data Analysis, Research, Data Entry, Microsoft Excel
Education
University of Denver 2013 — 2016
Bachelor of Business Administration (BBA), International Business
Kents Hill School 2008 — 2012
High School Diploma
Brown Brothers Harriman May 2015 - Present
The Bank of Maine June 2013 - August 2014
Augusta Country Club June 2012 - August 2012
New England Metrology September 2010 - October 2011
Skills
Microsoft Office, Data Analysis, Research, Data Entry, Microsoft Excel
Education
University of Denver 2013 — 2016
Bachelor of Business Administration (BBA), International Business
Kents Hill School 2008 — 2012
High School Diploma
Alexander Sachetti Alexander Sachetti's Brown Brothers Harriman Experience October 2012 - January 2014
Job Portfolio Administrator at U.S. Bank
Industry Financial Services
Experience
U.S. Bank August 2014 - Present
Brown Brothers Harriman October 2012 - January 2014
University of Hartford Men's Basketball September 2009 - April 2012
Integro Insurance Brokers May 2011 - August 2011
Winchester Hospital May 2008 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
University of Hartford 2008 — 2012
Bachelor's degree, Finance/Economics
U.S. Bank August 2014 - Present
Brown Brothers Harriman October 2012 - January 2014
University of Hartford Men's Basketball September 2009 - April 2012
Integro Insurance Brokers May 2011 - August 2011
Winchester Hospital May 2008 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
University of Hartford 2008 — 2012
Bachelor's degree, Finance/Economics
Sean Dubois Sean Dubois's Brown Brothers Harriman Experience October 2014 - Present
Job
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
State Street November 2013 - October 2014
JPMorgan Chase June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Data Entry, Financial Reporting, Software Documentation, Finance, Investments, Financial Analysis, Access
Education
University of Massachusetts Boston 2009 — 2013
Bachelor of Science (BS), Economics
University of Oxford 2013 — 2013
Bachelor of Science (BS), Econmics/Finance
Brown Brothers Harriman October 2014 - Present
State Street November 2013 - October 2014
JPMorgan Chase June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Data Entry, Financial Reporting, Software Documentation, Finance, Investments, Financial Analysis, Access
Education
University of Massachusetts Boston 2009 — 2013
Bachelor of Science (BS), Economics
University of Oxford 2013 — 2013
Bachelor of Science (BS), Econmics/Finance
Vincent Pellizzi's Brown Brothers Harriman Experience August 2011 - Present
Job Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2011 - Present
Skills
Fixed Income, Equities, Mutual Funds, Securities, Financial Services, Bloomberg, Hedge Funds
Education
University of Hartford 2007 — 2011
Brown Brothers Harriman August 2011 - Present
Skills
Fixed Income, Equities, Mutual Funds, Securities, Financial Services, Bloomberg, Hedge Funds
Education
University of Hartford 2007 — 2011
Daniel Lamere's Brown Brothers Harriman Experience October 2014 - Present
Job Pricing Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman July 2013 - October 2014
Brown Brothers Harriman July 2012 - July 2013
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (BA), Economics
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman July 2013 - October 2014
Brown Brothers Harriman July 2012 - July 2013
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (BA), Economics
Sherman Burgweger's Brown Brothers Harriman Experience December 2011 - March 2013
Job Agency Financial Support at Imagine Communications
Industry Financial Services
Experience
Imagine Communications April 2014 - Present
MPEG LA, LLC May 2013 - April 2014
Brown Brothers Harriman December 2011 - March 2013
Greenwich Country Club June 2007 - August 2009
Town of Greenwich Probate Court May 2007 - June 2007
Skills
Fixed Income, Bloomberg, Equities, Options, Trading, Banking, Private Equity, Swaps, Money Market, Wealth Management, Currency, Bloomberg Terminal, Settlement, Financial Analysis, Investments, Financial Modeling, Corporate Finance, Microsoft Excel, Microsoft Office, PowerPoint, Pay Close Attention to..., Mutual Funds, Valuation
Education
University of Denver - Daniels College of Business 2008 — 2011
BSBA, Finance, Accounting
Greenwich High School 2004 — 2007
Imagine Communications April 2014 - Present
MPEG LA, LLC May 2013 - April 2014
Brown Brothers Harriman December 2011 - March 2013
Greenwich Country Club June 2007 - August 2009
Town of Greenwich Probate Court May 2007 - June 2007
Skills
Fixed Income, Bloomberg, Equities, Options, Trading, Banking, Private Equity, Swaps, Money Market, Wealth Management, Currency, Bloomberg Terminal, Settlement, Financial Analysis, Investments, Financial Modeling, Corporate Finance, Microsoft Excel, Microsoft Office, PowerPoint, Pay Close Attention to..., Mutual Funds, Valuation
Education
University of Denver - Daniels College of Business 2008 — 2011
BSBA, Finance, Accounting
Greenwich High School 2004 — 2007
Khan Mohammad's Brown Brothers Harriman Experience March 2012 - Present
Job Desktop Support / Techspert Manager at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman March 2012 - Present
Phoenikx Computers June 2005 - Present
Brown Brothers Harriman August 2008 - February 2012
Citizens Bank August 2006 - June 2007
Skills
A+, Disaster Recovery, SCCM, Security, XP, Network+
Education
University of Massachusetts Boston 2001 — 2007
MIS & CS
Brown Brothers Harriman March 2012 - Present
Phoenikx Computers June 2005 - Present
Brown Brothers Harriman August 2008 - February 2012
Citizens Bank August 2006 - June 2007
Skills
A+, Disaster Recovery, SCCM, Security, XP, Network+
Education
University of Massachusetts Boston 2001 — 2007
MIS & CS
Justin Klaassen Justin Klaassen's Brown Brothers Harriman Experience January 2012 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman, Infomediary Business Unit October 2010 - December 2011
Brown Brothers Harriman, Infomediary Business Unit July 2008 - October 2010
Brown Brothers Harriman May 2005 - July 2008
State Street Corporation, State Street Global Advisors September 2001 - May 2005
State Street Corporation, State Street Global Services June 1999 - August 2001
Skills
Business Analysis, Superior Client Service, Research, Cross Selling, Client Service Oriented, Technical Support, Production Support, Product Support, Customer Support, Communication, Communication Skills, Team Leadership, Risk Management, Client Services, Management
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelors, Finance
Sandwich Highschool 1990 — 1994
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman, Infomediary Business Unit October 2010 - December 2011
Brown Brothers Harriman, Infomediary Business Unit July 2008 - October 2010
Brown Brothers Harriman May 2005 - July 2008
State Street Corporation, State Street Global Advisors September 2001 - May 2005
State Street Corporation, State Street Global Services June 1999 - August 2001
Skills
Business Analysis, Superior Client Service, Research, Cross Selling, Client Service Oriented, Technical Support, Production Support, Product Support, Customer Support, Communication, Communication Skills, Team Leadership, Risk Management, Client Services, Management
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelors, Finance
Sandwich Highschool 1990 — 1994
Susan J. Kerr's Brown Brothers Harriman Experience July 1990 - July 1994
Job Director of Human Resources and Finance at DFS Consulting LLC / ECHO Global Logistics
Industry Transportation/Trucking/Railroad
Experience
DFS Consulting, LLC March 2010 - Present
Knights of Columbus February 1999 - July 2003
Brown Brothers Harriman July 1990 - July 1994
Warren County Prosecutors Office January 1986 - June 1989
Skills
Logistics, Team Building, LTL, 3PL, Customer Service, Freight, Human Resources, Leadership, Logistics Management, Time Management, Transportation, Trucking, Truckload, Warehousing
Education
University of Hartford 1985 — 1989
Business Administration, Business
DFS Consulting, LLC March 2010 - Present
Knights of Columbus February 1999 - July 2003
Brown Brothers Harriman July 1990 - July 1994
Warren County Prosecutors Office January 1986 - June 1989
Skills
Logistics, Team Building, LTL, 3PL, Customer Service, Freight, Human Resources, Leadership, Logistics Management, Time Management, Transportation, Trucking, Truckload, Warehousing
Education
University of Hartford 1985 — 1989
Business Administration, Business
Scott Roche Scott Roche's Brown Brothers Harriman Experience December 2012 - July 2014
Job MBA, Energy and Finance Professional
Industry Investment Banking
Experience
University of Colorado Denver August 2014 - July 2015
PDC Energy, Inc. January 2015 - February 2015
Well Data Labs December 2014 - January 2015
Brown Brothers Harriman December 2012 - July 2014
Resolute Energy Corporation November 2012 - December 2012
Northwestern Mutual May 2012 - September 2012
Proprietary Capital May 2011 - August 2011
Skills
Customer Service, Risk Management, Finance, Research, Mutual Funds, Salesforce.com, Financial Analysis, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Fundraising, Microsoft Excel, Data Analysis, Leadership, Teaching, Teamwork, Investments, Analysis, Financial Services, Social Media
Education
University of Colorado Denver 2014 — 2015
Master of Business Administration (M.B.A.)
Wheaton College 2009 — 2012
Bachelor of Arts (BA), Business economics and Geology
University of Colorado Denver August 2014 - July 2015
PDC Energy, Inc. January 2015 - February 2015
Well Data Labs December 2014 - January 2015
Brown Brothers Harriman December 2012 - July 2014
Resolute Energy Corporation November 2012 - December 2012
Northwestern Mutual May 2012 - September 2012
Proprietary Capital May 2011 - August 2011
Skills
Customer Service, Risk Management, Finance, Research, Mutual Funds, Salesforce.com, Financial Analysis, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Fundraising, Microsoft Excel, Data Analysis, Leadership, Teaching, Teamwork, Investments, Analysis, Financial Services, Social Media
Education
University of Colorado Denver 2014 — 2015
Master of Business Administration (M.B.A.)
Wheaton College 2009 — 2012
Bachelor of Arts (BA), Business economics and Geology
Mike Drake's Brown Brothers Harriman Experience April 2013 - Present
Job Head of Global Subcustodian Relationship Mgmt Network & Counterparty Relationship Mgmt at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman April 2013 - Present
Brown Brothers Harriman May 2010 - April 2013
Brown Brothers Harriman April 2008 - May 2010
Brown Brothers Harriman August 1995 - April 2008
The Boston Company / Mellon Bank March 1993 - August 1995
State Street Bank January 1992 - March 1993
Skills
Risk, Alternative Investments, Portfolio Management, Credit Risk, Back Office, Risk Management, Fixed Income, Financial Services, Financial Risk, Foreign Exchange, Equities, Securities, Financial Markets, Investment Banking, Middle Office, Management, Payments, Emerging Markets, Mutual Funds, Global Custody, Vendor Management, Trading Systems, Relationship Management, Business Strategy, Due Diligence, Business Analysis, Credit, Bonds, Financial Modeling, Corporate Actions, Settlement, Operational Risk, Corporate Finance, Derivatives, Financial Regulation, Options, Private Banking, Financial Analysis, Funding, Change Management, Finance, Investments, Collateral Management, Investment Management, SWIFT payments, Strategy, Structured Products
Education
Masconomet
University of Maine
Bach, Business, Concentration: Marketing
Brown Brothers Harriman April 2013 - Present
Brown Brothers Harriman May 2010 - April 2013
Brown Brothers Harriman April 2008 - May 2010
Brown Brothers Harriman August 1995 - April 2008
The Boston Company / Mellon Bank March 1993 - August 1995
State Street Bank January 1992 - March 1993
Skills
Risk, Alternative Investments, Portfolio Management, Credit Risk, Back Office, Risk Management, Fixed Income, Financial Services, Financial Risk, Foreign Exchange, Equities, Securities, Financial Markets, Investment Banking, Middle Office, Management, Payments, Emerging Markets, Mutual Funds, Global Custody, Vendor Management, Trading Systems, Relationship Management, Business Strategy, Due Diligence, Business Analysis, Credit, Bonds, Financial Modeling, Corporate Actions, Settlement, Operational Risk, Corporate Finance, Derivatives, Financial Regulation, Options, Private Banking, Financial Analysis, Funding, Change Management, Finance, Investments, Collateral Management, Investment Management, SWIFT payments, Strategy, Structured Products
Education
Masconomet
University of Maine
Bach, Business, Concentration: Marketing
Steven Scarlata's Brown Brothers Harriman Experience 1993 - 2006
Job VP, Investment Operations at State Street, Investment Manager Services
Industry Financial Services
Experience
State Street Investment Manager Services July 2007 - Present
Investors Bank & Trust August 2006 - July 2007
Brown Brothers Harriman 1993 - 2006
Skills
Securities Lending, Corporate Actions, Fund Accounting, Mutual Funds, Securities, Fixed Income, Global Custody, Middle Office, Equities, Financial Services, FX Options, Derivatives, Settlement, Trading Systems, Back Office
Education
University of Massachusetts Boston 1987 — 1991
State Street Investment Manager Services July 2007 - Present
Investors Bank & Trust August 2006 - July 2007
Brown Brothers Harriman 1993 - 2006
Skills
Securities Lending, Corporate Actions, Fund Accounting, Mutual Funds, Securities, Fixed Income, Global Custody, Middle Office, Equities, Financial Services, FX Options, Derivatives, Settlement, Trading Systems, Back Office
Education
University of Massachusetts Boston 1987 — 1991
Laura Hoult's Brown Brothers Harriman Experience January 1997 - June 2006
Job Financial Services Leader | Product Development | Project Management | Business Management
Industry Financial Services
Experience
Wellington Management May 2008 - April 2015
Fidelity Investments July 2006 - May 2008
Brown Brothers Harriman January 1997 - June 2006
Independent Consultant September 1994 - December 1996
Mellon Trust January 1990 - August 1994
Skills
Alternative Investments, Fixed Income, Mutual Funds, Financial Services, Equities, Investments, Securities, Strategy, Investment Management, CRM, Investment Advisory, Business Analysis, Team Leadership, Asset Management, Corporate Actions, Fund Accounting, Wealth Management, Asset Managment, Offshore Funds, AIFMD, Global Private Banking, Marketing Communications, Business Architecture, Business Strategy, Building New Business, Project Management, Building World Class..., Management, Business Management, Organizational..., Organizational Design, Offshore mutual funds, Project Planning, Product Development, Product Management, Product Design, Derivatives
Education
University of Massachusetts Dartmouth 1983 — 1986
Bachelor of Science (BS), Marketing
Wellesley Senior High School 1979 — 1982
High School Diploma
Wellington Management May 2008 - April 2015
Fidelity Investments July 2006 - May 2008
Brown Brothers Harriman January 1997 - June 2006
Independent Consultant September 1994 - December 1996
Mellon Trust January 1990 - August 1994
Skills
Alternative Investments, Fixed Income, Mutual Funds, Financial Services, Equities, Investments, Securities, Strategy, Investment Management, CRM, Investment Advisory, Business Analysis, Team Leadership, Asset Management, Corporate Actions, Fund Accounting, Wealth Management, Asset Managment, Offshore Funds, AIFMD, Global Private Banking, Marketing Communications, Business Architecture, Business Strategy, Building New Business, Project Management, Building World Class..., Management, Business Management, Organizational..., Organizational Design, Offshore mutual funds, Project Planning, Product Development, Product Management, Product Design, Derivatives
Education
University of Massachusetts Dartmouth 1983 — 1986
Bachelor of Science (BS), Marketing
Wellesley Senior High School 1979 — 1982
High School Diploma
Lillian Sullivan Jacobs's Brown Brothers Harriman Experience January 2005 - September 2005
Job Vice President at State Street
Industry Financial Services
Experience
State Street June 2011 - Present
State Street Bank Global Markets October 2007 - June 2011
Fidelity Investments September 2005 - October 2007
Brown Brothers Harriman January 2005 - September 2005
State Street Research January 2003 - January 2005
Brown Brothers Harriman August 2000 - December 2002
State Street Research & Management Co October 1998 - August 2000
BankBoston April 1996 - August 1998
State Street Global Advisors August 1988 - April 1996
Education
University of Massachusetts Boston 1993 — 1999
BA, Psychology
University of Southern Maine 1977 — 1980
Fine Arts, Classical Studies
State Street June 2011 - Present
State Street Bank Global Markets October 2007 - June 2011
Fidelity Investments September 2005 - October 2007
Brown Brothers Harriman January 2005 - September 2005
State Street Research January 2003 - January 2005
Brown Brothers Harriman August 2000 - December 2002
State Street Research & Management Co October 1998 - August 2000
BankBoston April 1996 - August 1998
State Street Global Advisors August 1988 - April 1996
Education
University of Massachusetts Boston 1993 — 1999
BA, Psychology
University of Southern Maine 1977 — 1980
Fine Arts, Classical Studies
Ayesha Farooq's Brown Brothers Harriman Experience March 2011 - May 2013
Job Software Developer
Industry Information Technology and Services
Experience
Hedge Fund Management Firm June 2013 - Present
Brown Brothers Harriman March 2011 - May 2013
First Data Corporation February 2009 - January 2011
AT&T April 2007 - January 2009
University of Illinois at Chicago May 2006 - April 2007
Skills
SDLC, SQL, PL/SQL, Oracle, Agile Methodologies, Data Modeling, Requirements Gathering, Unix Shell Scripting, Databases, Data Analysis, JavaScript, ETL, Java, Unix
Education
University of Illinois at Chicago 2006 — 2007
Master of Science (MS), Management Information Systems
University of New Haven 2002 — 2004
Bachelor's degree, Electrical Engineering
Hedge Fund Management Firm June 2013 - Present
Brown Brothers Harriman March 2011 - May 2013
First Data Corporation February 2009 - January 2011
AT&T April 2007 - January 2009
University of Illinois at Chicago May 2006 - April 2007
Skills
SDLC, SQL, PL/SQL, Oracle, Agile Methodologies, Data Modeling, Requirements Gathering, Unix Shell Scripting, Databases, Data Analysis, JavaScript, ETL, Java, Unix
Education
University of Illinois at Chicago 2006 — 2007
Master of Science (MS), Management Information Systems
University of New Haven 2002 — 2004
Bachelor's degree, Electrical Engineering
Gloria Samayoa's Brown Brothers Harriman Experience 1998 - 2000
Job Account Director at SapientNitro
Industry Marketing and Advertising
Experience
SapientNitro January 2013 - Present
SapientNitro 2007 - Present
Sapient 2005 - 2008
Dotmarketing 2000 - 2005
Brown Brothers Harriman 1998 - 2000
Skills
Digital Marketing, Interactive Marketing, Integrated Marketing, Web Project Management, Mobile Marketing, Online Advertising, Digital Media, Advertising, Digital Strategy, Social Media Marketing
Education
University of Delaware 1994 — 1998
Bachelor of Arts
SapientNitro January 2013 - Present
SapientNitro 2007 - Present
Sapient 2005 - 2008
Dotmarketing 2000 - 2005
Brown Brothers Harriman 1998 - 2000
Skills
Digital Marketing, Interactive Marketing, Integrated Marketing, Web Project Management, Mobile Marketing, Online Advertising, Digital Media, Advertising, Digital Strategy, Social Media Marketing
Education
University of Delaware 1994 — 1998
Bachelor of Arts
Parveen Kapoor's Brown Brothers Harriman Experience 2007 - 2007
Job Accountant/Client Services seeking opportunities in Boston Area
Industry Financial Services
Experience
Hebrew Senior Life July 2009 - March 2010
MFS Investment Management June 2008 - July 2009
JPMorgan & Chase May 2006 - June 2008
Brown Brothers Harriman 2007 - 2007
Education
University of Massachusetts Boston 1995 — 2001
Bachelor, Management & Accounting
Hebrew Senior Life July 2009 - March 2010
MFS Investment Management June 2008 - July 2009
JPMorgan & Chase May 2006 - June 2008
Brown Brothers Harriman 2007 - 2007
Education
University of Massachusetts Boston 1995 — 2001
Bachelor, Management & Accounting
Abdel Nmili's Brown Brothers Harriman Experience January 2014 - Present
Job Assistant VicePresident at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman 2008 - Present
State Street Bank 2005 - 2008
Skills
Project Management, Fixed Income, Leadership, Bloomberg, Financial Services, French, Accounting, Analysis, Business Analysis, Corporate Actions, Derivatives, Equities, Fund Accounting, Securities, Mutual Funds
Education
University of Massachusetts Boston 2001 — 2003
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman 2008 - Present
State Street Bank 2005 - 2008
Skills
Project Management, Fixed Income, Leadership, Bloomberg, Financial Services, French, Accounting, Analysis, Business Analysis, Corporate Actions, Derivatives, Equities, Fund Accounting, Securities, Mutual Funds
Education
University of Massachusetts Boston 2001 — 2003
Prince Chellarajan's Brown Brothers Harriman Experience September 2007 - February 2008
Job Principal Computer Scientist at MITRE
Industry Information Technology and Services
Experience
MITRE October 2014 - Present
IBM October 2013 - October 2014
JP Morgan Chase September 2008 - September 2013
e-Dialog March 2008 - September 2008
Brown Brothers Harriman September 2007 - February 2008
Bank of New York Mellon 2004 - 2007
SND Technology September 2003 - May 2004
Highdata Software Corporation April 2000 - September 2003
Skills
SDLC, SQL, Software Project..., Business Analysis, SOA, Requirements Analysis, Data Modeling, Business Intelligence, Oracle, Unix, XML, Java, Java Enterprise Edition, EJB, Spring, Weblogic, Websphere, Agile Methodologies, Software Development, Scrum, Databases, Enterprise Architecture, Hibernate, PL/SQL, Web Services, Database Design, Linux, Integration, ETL
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2012
MBA, Business Administration, 3.8
University of Madras 1995 — 1998
MS, Computer Science
Loyola College 1992 — 1995
BS, Mathematics
MITRE October 2014 - Present
IBM October 2013 - October 2014
JP Morgan Chase September 2008 - September 2013
e-Dialog March 2008 - September 2008
Brown Brothers Harriman September 2007 - February 2008
Bank of New York Mellon 2004 - 2007
SND Technology September 2003 - May 2004
Highdata Software Corporation April 2000 - September 2003
Skills
SDLC, SQL, Software Project..., Business Analysis, SOA, Requirements Analysis, Data Modeling, Business Intelligence, Oracle, Unix, XML, Java, Java Enterprise Edition, EJB, Spring, Weblogic, Websphere, Agile Methodologies, Software Development, Scrum, Databases, Enterprise Architecture, Hibernate, PL/SQL, Web Services, Database Design, Linux, Integration, ETL
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2012
MBA, Business Administration, 3.8
University of Madras 1995 — 1998
MS, Computer Science
Loyola College 1992 — 1995
BS, Mathematics
Mark Zimmer's Brown Brothers Harriman Experience May 2007 - Present
Job AVP Sr Financial Analyst Global Controllers at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2007 - Present
Citigroup June 2003 - May 2007
Skills
Financial Modeling, Financial Reporting, Forecasting, Budgets, Cost Control, Financial Analysis, Account Reconciliation, Commercial Banking, Private Equity, Mutual Funds, Corporate Finance, Strategic Financial..., Management, Analysis
Education
The University of Connecticut 1999 — 2003
Bachelor of Science, Finance
Brown Brothers Harriman May 2007 - Present
Citigroup June 2003 - May 2007
Skills
Financial Modeling, Financial Reporting, Forecasting, Budgets, Cost Control, Financial Analysis, Account Reconciliation, Commercial Banking, Private Equity, Mutual Funds, Corporate Finance, Strategic Financial..., Management, Analysis
Education
The University of Connecticut 1999 — 2003
Bachelor of Science, Finance
Jackie Murino's Brown Brothers Harriman Experience December 2002 - June 2005
Job Manager at Deloitte
Industry Real Estate
Experience
Deloitte Financial Advisory Services September 2007 - Present
Marshall & Stevens September 2006 - September 2007
RBC Dain Rauscher December 2005 - August 2006
Refco July 2005 - November 2005
Brown Brothers Harriman December 2002 - June 2005
Barclays Private Banking June 2001 - October 2002
Salomon Smith Barney June 2000 - June 2001
Skills
Valuation, Financial Analysis, Financial Modeling, Fixed Income, Portfolio Management, Corporate Finance, Business Valuation, Mergers & Acquisitions, Financial Reporting, Private Equity
Education
University of Delaware 1996 — 2000
Bachelor of Science, Finance/Marketing
Deloitte Financial Advisory Services September 2007 - Present
Marshall & Stevens September 2006 - September 2007
RBC Dain Rauscher December 2005 - August 2006
Refco July 2005 - November 2005
Brown Brothers Harriman December 2002 - June 2005
Barclays Private Banking June 2001 - October 2002
Salomon Smith Barney June 2000 - June 2001
Skills
Valuation, Financial Analysis, Financial Modeling, Fixed Income, Portfolio Management, Corporate Finance, Business Valuation, Mergers & Acquisitions, Financial Reporting, Private Equity
Education
University of Delaware 1996 — 2000
Bachelor of Science, Finance/Marketing
J. Kenneth O'Connell PMP's Brown Brothers Harriman Experience October 2013 - December 2013
Job Project Management Consultant
Industry Information Technology and Services
Experience
Brown Brothers Harriman October 2013 - December 2013
PC Connection April 2012 - October 2012
Fidelity Investments October 2011 - December 2011
Bain Capital February 2011 - September 2011
State Street December 2008 - June 2010
State Street January 2008 - October 2008
Fidelity Investments August 2007 - December 2007
Fidelity Investments May 2006 - July 2007
State Street January 2005 - April 2006
Putnam Investments July 2004 - December 2004
Skills
Vendor Management, Process Improvement, Financial Services, PMP, Project Management, Corporate Actions, Marketing, Defined Benefit, Defined Contribution, SDLC, Agile Methodologies, Software Project..., Cross Functional Team..., Mutual Funds, 401k, E-commerce, Business Analysis, Integration, Software Development, Data Warehousing, Business Process..., Requirements Gathering, Management, Networking, Leadership, Business Requirements, PMO, SharePoint, Software Documentation, Testing, Project Portfolio..., Project Planning, Requirements Analysis, Disaster Recovery, Relational Databases, Business Intelligence, Consulting, IT Strategy, Business Process, Visio, Agile Project Management, IT Management, Systems Analysis, Program Management, Resource Management, Information Technology, Enterprise Architecture, User Acceptance Testing, Cross-functional Team...
Education
University of Massachusetts Boston
BA, Math
Brown Brothers Harriman October 2013 - December 2013
PC Connection April 2012 - October 2012
Fidelity Investments October 2011 - December 2011
Bain Capital February 2011 - September 2011
State Street December 2008 - June 2010
State Street January 2008 - October 2008
Fidelity Investments August 2007 - December 2007
Fidelity Investments May 2006 - July 2007
State Street January 2005 - April 2006
Putnam Investments July 2004 - December 2004
Skills
Vendor Management, Process Improvement, Financial Services, PMP, Project Management, Corporate Actions, Marketing, Defined Benefit, Defined Contribution, SDLC, Agile Methodologies, Software Project..., Cross Functional Team..., Mutual Funds, 401k, E-commerce, Business Analysis, Integration, Software Development, Data Warehousing, Business Process..., Requirements Gathering, Management, Networking, Leadership, Business Requirements, PMO, SharePoint, Software Documentation, Testing, Project Portfolio..., Project Planning, Requirements Analysis, Disaster Recovery, Relational Databases, Business Intelligence, Consulting, IT Strategy, Business Process, Visio, Agile Project Management, IT Management, Systems Analysis, Program Management, Resource Management, Information Technology, Enterprise Architecture, User Acceptance Testing, Cross-functional Team...
Education
University of Massachusetts Boston
BA, Math
Neel Panchal, CFA's Brown Brothers Harriman Experience January 2010 - Present
Job Senior Equity Analyst Energy Sector at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2010 - Present
Brown Brothers Harriman January 2005 - January 2010
Alliance Capital Management 2003 - 2005
Skills
Equities, Valuation, Financial Modeling, Bloomberg, Equity Research, Asset Management, Capital Markets, Mutual Funds, Portfolio Management, Securities, Financial Analysis, Asset Allocation, Financial Markets, Investment Management, Private Equity, Equity Valuation
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor of Science (B.S.), Finance and Managment Information Sciences
Brown Brothers Harriman January 2010 - Present
Brown Brothers Harriman January 2005 - January 2010
Alliance Capital Management 2003 - 2005
Skills
Equities, Valuation, Financial Modeling, Bloomberg, Equity Research, Asset Management, Capital Markets, Mutual Funds, Portfolio Management, Securities, Financial Analysis, Asset Allocation, Financial Markets, Investment Management, Private Equity, Equity Valuation
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor of Science (B.S.), Finance and Managment Information Sciences
Gunther Slizofski's Brown Brothers Harriman Experience August 2005 - September 2008
Job Counterparty Credit Risk Analyst Real Money Funds at State Street
Industry Financial Services
Experience
State Street May 2011 - Present
SEI September 2008 - February 2011
Brown Brothers Harriman August 2005 - September 2008
Skills
Equities, Business Analysis, Bloomberg, Financial Services, Derivatives, Mutual Funds, Securities, Requirements Gathering, Business Requirements, User Acceptance Testing, Banking, Risk Management, Investments, Hedge Funds, Credit Risk, Credit Analysis, Counterparty Risk
Education
University of Kentucky 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
State Street May 2011 - Present
SEI September 2008 - February 2011
Brown Brothers Harriman August 2005 - September 2008
Skills
Equities, Business Analysis, Bloomberg, Financial Services, Derivatives, Mutual Funds, Securities, Requirements Gathering, Business Requirements, User Acceptance Testing, Banking, Risk Management, Investments, Hedge Funds, Credit Risk, Credit Analysis, Counterparty Risk
Education
University of Kentucky 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Jeannine Burky Webber's Brown Brothers Harriman Experience October 1999 - June 2014
Job Senior Director BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
Brown Brothers Harriman October 1999 - June 2014
Chase Manhattan Corporation September 1989 - October 1999
Chase Manhattan Private Bank (Switzerland) September 1990 - May 1998
Skills
Mutual Funds, Securities, Alternative Investments, Asset Allocation, Wealth Management, Investment Management, Fixed Income, Asset Management, Equities, Hedge Funds, Financial Services, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA Finance
University of Iowa
MFA, Music Performance
University of Vermont
BS, Education
BNY Mellon June 2014 - Present
Brown Brothers Harriman October 1999 - June 2014
Chase Manhattan Corporation September 1989 - October 1999
Chase Manhattan Private Bank (Switzerland) September 1990 - May 1998
Skills
Mutual Funds, Securities, Alternative Investments, Asset Allocation, Wealth Management, Investment Management, Fixed Income, Asset Management, Equities, Hedge Funds, Financial Services, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA Finance
University of Iowa
MFA, Music Performance
University of Vermont
BS, Education
Bradford Glessner, CFA's Brown Brothers Harriman Experience November 2002 - August 2004
Job Vice President, Senior Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock August 2013 - Present
BNY Mellon, Dreyfus Corporation August 2004 - August 2013
Brown Brothers Harriman November 2002 - August 2004
Prudential Financial July 2001 - November 2002
Skills
Asset Management, Financial Modeling, Investments, Mutual Funds, Excel, Portfolio Management, Asset Allocation, Trading, Fixed Income, Financial Analysis, Bonds, Bloomberg, Credit, Fixed Income Trading, Cash Management, Credit Risk, Microsoft Excel, Alternative Investments, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Management
University of Delaware - Lerner College of Business and Economics 1997 — 2001
BS, Finance and Management Information Systems
BlackRock August 2013 - Present
BNY Mellon, Dreyfus Corporation August 2004 - August 2013
Brown Brothers Harriman November 2002 - August 2004
Prudential Financial July 2001 - November 2002
Skills
Asset Management, Financial Modeling, Investments, Mutual Funds, Excel, Portfolio Management, Asset Allocation, Trading, Fixed Income, Financial Analysis, Bonds, Bloomberg, Credit, Fixed Income Trading, Cash Management, Credit Risk, Microsoft Excel, Alternative Investments, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Management
University of Delaware - Lerner College of Business and Economics 1997 — 2001
BS, Finance and Management Information Systems
tim gamble's Brown Brothers Harriman Experience April 2004 - April 2006
Job VP at Generic Network Systems
Industry Information Technology and Services
Experience
Generic Network Systems June 2007 - Present
Red Hook Boaters 2005 - 2010
Brown Brothers Harriman April 2004 - April 2006
Syllog Inc. January 1998 - April 2004
Logica January 1990 - January 1998
Kennilworth Systems 1987 - 1990
Education
University of Florida 1980 — 1984
BS w Honors, Electrical Engineering
Generic Network Systems June 2007 - Present
Red Hook Boaters 2005 - 2010
Brown Brothers Harriman April 2004 - April 2006
Syllog Inc. January 1998 - April 2004
Logica January 1990 - January 1998
Kennilworth Systems 1987 - 1990
Education
University of Florida 1980 — 1984
BS w Honors, Electrical Engineering
Daniel McGuiggin's Brown Brothers Harriman Experience 2013 - Present
Job Global CoHead Securities Lending Trading at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2013 - Present
Brown Brothers Harriman July 2008 - September 2013
State Street December 2000 - July 2008
Skills
Equities, Securities, Fixed Income, Bloomberg, Hedge Funds, Series 7
Education
University of Massachusetts Boston 1988 — 2005
bs, sociology
Brown Brothers Harriman 2013 - Present
Brown Brothers Harriman July 2008 - September 2013
State Street December 2000 - July 2008
Skills
Equities, Securities, Fixed Income, Bloomberg, Hedge Funds, Series 7
Education
University of Massachusetts Boston 1988 — 2005
bs, sociology
Tom Garofoli's Brown Brothers Harriman Experience May 2015 - Present
Job Vice President, Securities Lending at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Interactive Data January 2011 - April 2015
Thomson Reuters September 2010 - January 2011
Thomson Reuters 2008 - 2010
Thomson Financial 2003 - 2008
Liquidnet 2000 - 2002
Bridge Information Systems 1998 - 2000
ADP 1996 - 1998
State Street Research 1993 - 1994
State Street Research 1993 - 1994
Skills
Market Data, Business Development, Equities, Financial Markets, Financial Services, Selling, Relationship Management, Mutual Funds, Electronic Trading, Fixed Income, Solution Selling, New Business Development, Sales, Securities, Portfolio Management, Trading Systems, Capital Markets, ETFs, Consultative Selling..., Reference Data, Web Services, Mobile Applications, Business Analysis, B2B, Securities Lending
Education
University of Maine
BS, Finance - Corbett School of Business, Finance, General
Tilton School
Brown Brothers Harriman May 2015 - Present
Interactive Data January 2011 - April 2015
Thomson Reuters September 2010 - January 2011
Thomson Reuters 2008 - 2010
Thomson Financial 2003 - 2008
Liquidnet 2000 - 2002
Bridge Information Systems 1998 - 2000
ADP 1996 - 1998
State Street Research 1993 - 1994
State Street Research 1993 - 1994
Skills
Market Data, Business Development, Equities, Financial Markets, Financial Services, Selling, Relationship Management, Mutual Funds, Electronic Trading, Fixed Income, Solution Selling, New Business Development, Sales, Securities, Portfolio Management, Trading Systems, Capital Markets, ETFs, Consultative Selling..., Reference Data, Web Services, Mobile Applications, Business Analysis, B2B, Securities Lending
Education
University of Maine
BS, Finance - Corbett School of Business, Finance, General
Tilton School
Dana Pascale's Brown Brothers Harriman Experience August 1997 - March 2008
Job Client Service Professional
Industry Financial Services
Experience
State Farm October 2013 - Present
State Farm 2013 - Present
Prudential Insurance April 2010 - December 2011
Brown Brothers Harriman August 1997 - March 2008
Skills
Product Development, Staff Training, Insurance, Employee Benefits, Mutual Funds, Insurance & Financial..., Manage Client..., Client Relations Skills, Project Management, Fixed Income, Training, Risk Management
Education
University of Delaware 1992 — 1996
BA, Psychology
State Farm October 2013 - Present
State Farm 2013 - Present
Prudential Insurance April 2010 - December 2011
Brown Brothers Harriman August 1997 - March 2008
Skills
Product Development, Staff Training, Insurance, Employee Benefits, Mutual Funds, Insurance & Financial..., Manage Client..., Client Relations Skills, Project Management, Fixed Income, Training, Risk Management
Education
University of Delaware 1992 — 1996
BA, Psychology
Misty Dalke's Brown Brothers Harriman Experience September 2010 - June 2013
Job Assistant Vice President at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company July 2013 - Present
Brown Brothers Harriman September 2010 - June 2013
OppenheimerFunds April 2005 - September 2010
Skills
Mutual Funds, Securities, Financial Analysis, Bloomberg, Due Diligence, Fixed Income, Equities, Corporate Law, Alternative Investments, Capital Markets
Education
University of Denver - Sturm College of Law 2008 — 2012
JD
University of Denver - Daniels College of Business 2001 — 2005
BSBA, Finance
George K. Baum & Company July 2013 - Present
Brown Brothers Harriman September 2010 - June 2013
OppenheimerFunds April 2005 - September 2010
Skills
Mutual Funds, Securities, Financial Analysis, Bloomberg, Due Diligence, Fixed Income, Equities, Corporate Law, Alternative Investments, Capital Markets
Education
University of Denver - Sturm College of Law 2008 — 2012
JD
University of Denver - Daniels College of Business 2001 — 2005
BSBA, Finance
Terry Cahalane's Brown Brothers Harriman Experience August 2005 - Present
Job Accounting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2005 - Present
Brown Brothers Harriman March 2007 - April 2011
State Street Bank June 2001 - July 2005
Skills
Fund Accounting, Securities, Financial Analysis, Accounting, Bloomberg, Fund Administration, Mutual Funds
Education
UMass Boston 1994 — 1999
Business Management, Marketing
Brown Brothers Harriman August 2005 - Present
Brown Brothers Harriman March 2007 - April 2011
State Street Bank June 2001 - July 2005
Skills
Fund Accounting, Securities, Financial Analysis, Accounting, Bloomberg, Fund Administration, Mutual Funds
Education
UMass Boston 1994 — 1999
Business Management, Marketing
Nancy Curtin's Brown Brothers Harriman Experience 2002 - 2005
Job Strategic Sourcing Manager at Novartis Business Services
Industry Utilities
Experience
Novartis Institutes for BioMedical Research August 2014 - Present
National Grid June 2011 - August 2014
National Grid August 2009 - June 2011
Hollingsworth & Vose 2005 - 2009
Brown Brothers Harriman 2002 - 2005
OneBeacon Insurance, Formerly CGU Insurance 1998 - 2002
Commercial Union 1988 - 1998
Skills
Strategic Sourcing, Procurement, Contract Negotiation, Purchasing, Negotiation, Contract Management, Supply Chain, Global Sourcing, Process Improvement, Pricing, Supplier Development, Vendor Management, SAP, E-procurement, Management, Project Planning, PeopleSoft, Strategic Planning, Leadership, Supply Chain Management, Business Analysis, Team Leadership, Manufacturing, Supply Management, Customer Service, Program Management, Change Management, Budgets, Spend Analysis, Lean Thinking, Offshore Outsourcing, Emotional Intelligence, Supplier Diversity, Vendor Relationships, Oracle E-Business Suite
Education
University of Massachusetts Boston
BS, Business Management
Novartis Institutes for BioMedical Research August 2014 - Present
National Grid June 2011 - August 2014
National Grid August 2009 - June 2011
Hollingsworth & Vose 2005 - 2009
Brown Brothers Harriman 2002 - 2005
OneBeacon Insurance, Formerly CGU Insurance 1998 - 2002
Commercial Union 1988 - 1998
Skills
Strategic Sourcing, Procurement, Contract Negotiation, Purchasing, Negotiation, Contract Management, Supply Chain, Global Sourcing, Process Improvement, Pricing, Supplier Development, Vendor Management, SAP, E-procurement, Management, Project Planning, PeopleSoft, Strategic Planning, Leadership, Supply Chain Management, Business Analysis, Team Leadership, Manufacturing, Supply Management, Customer Service, Program Management, Change Management, Budgets, Spend Analysis, Lean Thinking, Offshore Outsourcing, Emotional Intelligence, Supplier Diversity, Vendor Relationships, Oracle E-Business Suite
Education
University of Massachusetts Boston
BS, Business Management
Thomas Staub's Brown Brothers Harriman Experience September 2010 - Present
Job Fund Adminstrative Representative
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds March 2005 - March 2007
OppenheimerFunds January 2004 - March 2006
OppenheimerFunds April 2001 - January 2004
Education
University of Colorado Denver 1997 — 2010
BSBA, Finance and Accounting
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds March 2005 - March 2007
OppenheimerFunds January 2004 - March 2006
OppenheimerFunds April 2001 - January 2004
Education
University of Colorado Denver 1997 — 2010
BSBA, Finance and Accounting
Warsa Mai's Brown Brothers Harriman Experience 2014 - 2014
Job Officer at State Street
Industry Financial Services
Experience
State Street 2014 - Present
Brown Brothers Harriman 2014 - 2014
State Street 2012 - 2014
State Street 2007 - 2012
Skills
Mutual Funds, Financial Reporting, Fund Administration, Financial Services, Fixed Income, Financial Analysis, Microsoft Excel, Equities, Investments, Bloomberg
Education
University of Massachusetts Boston 2003 — 2007
BA, Finance, International Management
State Street 2014 - Present
Brown Brothers Harriman 2014 - 2014
State Street 2012 - 2014
State Street 2007 - 2012
Skills
Mutual Funds, Financial Reporting, Fund Administration, Financial Services, Fixed Income, Financial Analysis, Microsoft Excel, Equities, Investments, Bloomberg
Education
University of Massachusetts Boston 2003 — 2007
BA, Finance, International Management
Kristen A. Flores's Brown Brothers Harriman Experience February 2014 - Present
Job Global Custody Professional
Industry Financial Services
Experience
Brown Brothers Harriman February 2014 - Present
Brown Brothers Harriman April 2013 - February 2014
Brown Brothers Harriman June 2011 - April 2013
PFPC April 2003 - February 2004
PFPC February 2001 - April 2002
Brown Brothers Harriman May 2000 - September 2000
Brown Brothers Harriman August 1999 - May 2000
Brown Brothers Harriman September 1998 - August 1999
Skills
Securities, Financial Services, Finance, Settlement, Global Custody, Corporate Actions
Education
University of Maine 1991 — 1995
BA, History
Brown Brothers Harriman February 2014 - Present
Brown Brothers Harriman April 2013 - February 2014
Brown Brothers Harriman June 2011 - April 2013
PFPC April 2003 - February 2004
PFPC February 2001 - April 2002
Brown Brothers Harriman May 2000 - September 2000
Brown Brothers Harriman August 1999 - May 2000
Brown Brothers Harriman September 1998 - August 1999
Skills
Securities, Financial Services, Finance, Settlement, Global Custody, Corporate Actions
Education
University of Maine 1991 — 1995
BA, History
Abe Martin's Brown Brothers Harriman Experience July 2011 - July 2013
Job Equity Research Associate
Industry Financial Services
Experience
Brown Brothers Harriman July 2011 - July 2013
Federal Reserve Bank of New York April 2010 - July 2011
Skills
Economics, Equity Research, Bloomberg, Financial Modeling, Stata, Matlab, R, Eviews, Microsoft Excel, Econometrics, Forecasting, Portfolio Optimization, VBA
Education
University of Maryland College Park 2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.92
University of Maryland College Park 2005 — 2009
Bachelor of Science (BS), Mathematics, 3.92
Brown Brothers Harriman July 2011 - July 2013
Federal Reserve Bank of New York April 2010 - July 2011
Skills
Economics, Equity Research, Bloomberg, Financial Modeling, Stata, Matlab, R, Eviews, Microsoft Excel, Econometrics, Forecasting, Portfolio Optimization, VBA
Education
University of Maryland College Park 2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.92
University of Maryland College Park 2005 — 2009
Bachelor of Science (BS), Mathematics, 3.92
Mark Dellisant, CFA's Brown Brothers Harriman Experience 2004 - 2005
Job Investment Analyst at Bryant Park Wealth Advisors
Industry Investment Management
Experience
Bryant Park Wealth Advisors 2010 - Present
Nikko Asset Management 2005 - 2009
Brown Brothers Harriman 2004 - 2005
Brown Brothers Harriman 1999 - 2004
Education
University of Delaware 1993 — 1998
B.S., Finance
Bryant Park Wealth Advisors 2010 - Present
Nikko Asset Management 2005 - 2009
Brown Brothers Harriman 2004 - 2005
Brown Brothers Harriman 1999 - 2004
Education
University of Delaware 1993 — 1998
B.S., Finance
Abjin Haneef's Brown Brothers Harriman Experience June 2011 - February 2012
Job Sr. Developer at HBO
Industry Information Technology and Services
Experience
HBO February 2012 - Present
Brown Brothers Harriman June 2011 - February 2012
CGI September 2007 - April 2011
24-7 INtouch 2001 - 2007
Skills
SDLC, Integration, Agile Methodologies, Business Analysis, Management, Oracle, Project Management, Requirements Analysis, Software Development, Software Project..., Vendor Management, Web Services
Education
York University - Schulich School of Business 2010 — 2010
University of Kerala 1991 — 1995
B. Tech, Mechanical Engineering
University of Toronto Mississauga
HBO February 2012 - Present
Brown Brothers Harriman June 2011 - February 2012
CGI September 2007 - April 2011
24-7 INtouch 2001 - 2007
Skills
SDLC, Integration, Agile Methodologies, Business Analysis, Management, Oracle, Project Management, Requirements Analysis, Software Development, Software Project..., Vendor Management, Web Services
Education
York University - Schulich School of Business 2010 — 2010
University of Kerala 1991 — 1995
B. Tech, Mechanical Engineering
University of Toronto Mississauga
James Billings's Brown Brothers Harriman Experience January 1996 - January 2009
Job Owner, Stitches by Design
Industry Arts and Crafts
Experience
Stitches by Design January 2009 - Present
Brown Brothers Harriman January 1996 - January 2009
Barry-Wehmiller Companies, Inc February 1992 - July 1996
Skills
Quality Assurance, Programming, Systems Analysis
Education
UMass Boston 1978 — 1982
University of Maryland 1974 — 1975
Management Certificate, Business Administration
Stitches by Design January 2009 - Present
Brown Brothers Harriman January 1996 - January 2009
Barry-Wehmiller Companies, Inc February 1992 - July 1996
Skills
Quality Assurance, Programming, Systems Analysis
Education
UMass Boston 1978 — 1982
University of Maryland 1974 — 1975
Management Certificate, Business Administration
Rick Bellinger's Brown Brothers Harriman Experience 2010 - 2010
Job Cantor Fitzgerald, VP, Fixed Income Institutional Sales
Industry Investment Banking
Experience
Cantor Fitzgerald February 2013 - Present
Piper Jaffray 2012 - March 2013
Vail Resorts 2011 - 2012
Brown Brothers Harriman 2010 - 2010
Proper Studios 2008 - 2010
Specialty Sports Venture 2007 - 2008
Bellinger Capital 2003 - 2007
Skills
Investments, Bloomberg, Investor Relations, Investment Strategies, Financial Markets, Business Development, Capital Markets, Business Strategy, Public Finance, Municipal Bonds
Education
University of Denver - Daniels College of Business 2003 — 2008
B.S.B.A., Business & Economics
Brunswick School 1999 — 2003
High School Diploma
Cantor Fitzgerald February 2013 - Present
Piper Jaffray 2012 - March 2013
Vail Resorts 2011 - 2012
Brown Brothers Harriman 2010 - 2010
Proper Studios 2008 - 2010
Specialty Sports Venture 2007 - 2008
Bellinger Capital 2003 - 2007
Skills
Investments, Bloomberg, Investor Relations, Investment Strategies, Financial Markets, Business Development, Capital Markets, Business Strategy, Public Finance, Municipal Bonds
Education
University of Denver - Daniels College of Business 2003 — 2008
B.S.B.A., Business & Economics
Brunswick School 1999 — 2003
High School Diploma
Pamela Drandorff's Brown Brothers Harriman Experience February 2007 - February 2008
Job Lead Tax Operations Specialist
Industry Investment Banking
Experience
BNY Mellon April 2012 - February 2014
Sheets for Congress Committee June 2010 - November 2010
Brown Brothers Harriman February 2007 - February 2008
Sovereign Bank August 2004 - April 2006
Sovereign Bank August 2002 - July 2003
Skills
Bloomberg, Cash Management, Banking, Funding, Financial Analysis, Securities, Accounting, Software Documentation, Microsoft Excel, Analysis, Data Analysis, Trading, Finance, Corporate Finance, Financial Reporting, Management, Financial Services, Financial Modeling, Asset Management, Portfolio Management, Equities, Fixed Income, Investments, Mergers & Acquisitions
Education
University of Massachusetts Boston 1999 — 2003
Management, Finance
University of Massachusetts Boston 1999 — 2003
BS Management - Finance, Accounting and Finance
BNY Mellon April 2012 - February 2014
Sheets for Congress Committee June 2010 - November 2010
Brown Brothers Harriman February 2007 - February 2008
Sovereign Bank August 2004 - April 2006
Sovereign Bank August 2002 - July 2003
Skills
Bloomberg, Cash Management, Banking, Funding, Financial Analysis, Securities, Accounting, Software Documentation, Microsoft Excel, Analysis, Data Analysis, Trading, Finance, Corporate Finance, Financial Reporting, Management, Financial Services, Financial Modeling, Asset Management, Portfolio Management, Equities, Fixed Income, Investments, Mergers & Acquisitions
Education
University of Massachusetts Boston 1999 — 2003
Management, Finance
University of Massachusetts Boston 1999 — 2003
BS Management - Finance, Accounting and Finance
Hunter Gamuciello's Brown Brothers Harriman Experience September 2013 - Present
Job Senior Derivative Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2013 - Present
Skills
Microsoft Word, Leadership, Microsoft Excel, Sales, Management, Research, Microsoft Office, Training
Education
University of Massachusetts Boston 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General
Brown Brothers Harriman September 2013 - Present
Skills
Microsoft Word, Leadership, Microsoft Excel, Sales, Management, Research, Microsoft Office, Training
Education
University of Massachusetts Boston 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General
Patrick Conroy's Brown Brothers Harriman Experience 2010 - April 2012
Job Compliance Manager
Industry Financial Services
Experience
Charles River Development April 2012 - Present
Brown Brothers Harriman 2010 - April 2012
State Street 2008 - 2010
State Street 2007 - 2008
State Street 2005 - 2007
Skills
Mutual Funds, Investments, Investment Compliance, Fixed Income, Trading Systems, Compliance, Derivatives, Business Analysis, CRM, New Business Development, Sales, Bloomberg, Equities, Compliance Monitoring, Financial Services, Project Management, Pre-sales, SaaS, Leadership, Securities, Hedge Funds, Securities Regulation, Public Speaking, Cloud Computing, SDLC, Private Cloud, Enterprise Software, Software Implementation, Service Development, Service Delivery, Service Delivery..., Requirements Analysis, Training
Education
University of Massachusetts Boston
BSBA, Finance (Cum Laude)
St. Sebastian's School
Charles River Development April 2012 - Present
Brown Brothers Harriman 2010 - April 2012
State Street 2008 - 2010
State Street 2007 - 2008
State Street 2005 - 2007
Skills
Mutual Funds, Investments, Investment Compliance, Fixed Income, Trading Systems, Compliance, Derivatives, Business Analysis, CRM, New Business Development, Sales, Bloomberg, Equities, Compliance Monitoring, Financial Services, Project Management, Pre-sales, SaaS, Leadership, Securities, Hedge Funds, Securities Regulation, Public Speaking, Cloud Computing, SDLC, Private Cloud, Enterprise Software, Software Implementation, Service Development, Service Delivery, Service Delivery..., Requirements Analysis, Training
Education
University of Massachusetts Boston
BSBA, Finance (Cum Laude)
St. Sebastian's School
Mark Wellen's Brown Brothers Harriman Experience September 2010 - March 2012
Job Senior Compliance Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2013 - Present
ALPS Fund Services Inc. March 2012 - Present
Brown Brothers Harriman September 2010 - March 2012
OppenheimerFunds October 2005 - September 2010
Education
University of Denver 2000 — 2005
Bachelor of Science (BS), Finance, General
OppenheimerFunds July 2013 - Present
ALPS Fund Services Inc. March 2012 - Present
Brown Brothers Harriman September 2010 - March 2012
OppenheimerFunds October 2005 - September 2010
Education
University of Denver 2000 — 2005
Bachelor of Science (BS), Finance, General
Robert Dowling Jr's Brown Brothers Harriman Experience March 1990 - February 1995
Job Owner/Blogger at The Common Executor
Industry Financial Services
Experience
The Common Executor June 2015 - Present
Leadmaster.com September 2013 - Present
Executor of an Estate April 2012 - April 2014
Joseph R. Harrington & Co. February 2008 - April 2012
Fidelity Investments November 2004 - September 2006
BankBoston/Bank of America August 1996 - September 1999
State Street Bank March 1995 - December 1995
Brown Brothers Harriman March 1990 - February 1995
Skills
Business Analysis, Tax, Microsoft Office, Financial Services, Software Development, Technical Analysis, CRM, Project Management, Tech Support and..., ATX tax software, Personal Income Tax, Financial Analysis, Accounting, Financial Planning, Estate Planning, Tax Planning, Finance, Management, Income Tax, COBOL II, PHP, JAVA, ORACLE, MySql, Microsoft SQL Server, Websphere, ASP.NET, Estate Administration, Custom CMS Development, WordPress
Education
Boston University 2000 — 2000
Certification, Web Development
UMass Boston 1980 — 1984
BA, Economics
The Common Executor June 2015 - Present
Leadmaster.com September 2013 - Present
Executor of an Estate April 2012 - April 2014
Joseph R. Harrington & Co. February 2008 - April 2012
Fidelity Investments November 2004 - September 2006
BankBoston/Bank of America August 1996 - September 1999
State Street Bank March 1995 - December 1995
Brown Brothers Harriman March 1990 - February 1995
Skills
Business Analysis, Tax, Microsoft Office, Financial Services, Software Development, Technical Analysis, CRM, Project Management, Tech Support and..., ATX tax software, Personal Income Tax, Financial Analysis, Accounting, Financial Planning, Estate Planning, Tax Planning, Finance, Management, Income Tax, COBOL II, PHP, JAVA, ORACLE, MySql, Microsoft SQL Server, Websphere, ASP.NET, Estate Administration, Custom CMS Development, WordPress
Education
Boston University 2000 — 2000
Certification, Web Development
UMass Boston 1980 — 1984
BA, Economics
Kyle Greenlaw's Brown Brothers Harriman Experience March 2014 - Present
Job Student at University of Massachusetts Boston
Industry
Experience
Brown Brothers Harriman March 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Bloomberg Terminal, Sales
Education
UMass Boston 2010 — 2012
Bachelor's degree, Economics
University of Massachusetts Boston 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Economics
University of Massachusetts, Amherst 2007 — 2009
Economics
Brown Brothers Harriman March 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Bloomberg Terminal, Sales
Education
UMass Boston 2010 — 2012
Bachelor's degree, Economics
University of Massachusetts Boston 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Economics
University of Massachusetts, Amherst 2007 — 2009
Economics
Najia Khattak's Brown Brothers Harriman Experience September 2012 - June 2013
Job Expense Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2012 - June 2013
State Street Bank January 2006 - October 2010
State Street August 2004 - December 2005
Fleet Bank/Bank of America May 2004 - August 2004
International Student Services September 2003 - April 2004
Skills
Accounting, Mutual Funds, Auditing, Finance, Analysis, Banking, Valuation, Budgets, Access, Financial Statements, Financial Services, Fund Accounting, Microsoft Excel, Financial Modeling, Financial Reporting
Education
UMass Boston 2001 — 2005
Bachelor's degree, Economics
Nisar Shaheed, Pakistan
University of Massachusetts Boston
Bachelors of Arts, Economics; Economics
Brown Brothers Harriman September 2012 - June 2013
State Street Bank January 2006 - October 2010
State Street August 2004 - December 2005
Fleet Bank/Bank of America May 2004 - August 2004
International Student Services September 2003 - April 2004
Skills
Accounting, Mutual Funds, Auditing, Finance, Analysis, Banking, Valuation, Budgets, Access, Financial Statements, Financial Services, Fund Accounting, Microsoft Excel, Financial Modeling, Financial Reporting
Education
UMass Boston 2001 — 2005
Bachelor's degree, Economics
Nisar Shaheed, Pakistan
University of Massachusetts Boston
Bachelors of Arts, Economics; Economics
Jacquelyn Chaisson's Brown Brothers Harriman Experience 2007 - 2014
Job Client Service Representative at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2007 - 2014
Brown Brothers Harriman 2004 - 2007
Brown Brothers Harriman 1999 - 2004
Skills
Client Service Oriented, Product Demonstration, New Hire Training, End User Training, Corporate Actions, Account Reconciliation, Research, Financial Services, CRM, Banking, Client Services
Education
University of Massachusetts Boston
Enrolled in Bachelor of Arts program, Major: Anthropology; Minor: English, GPA 3.553
Brown Brothers Harriman 2007 - 2014
Brown Brothers Harriman 2004 - 2007
Brown Brothers Harriman 1999 - 2004
Skills
Client Service Oriented, Product Demonstration, New Hire Training, End User Training, Corporate Actions, Account Reconciliation, Research, Financial Services, CRM, Banking, Client Services
Education
University of Massachusetts Boston
Enrolled in Bachelor of Arts program, Major: Anthropology; Minor: English, GPA 3.553
Sara Samaitis's Brown Brothers Harriman Experience August 2013 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2013 - Present
State Street July 2009 - August 2013
State Street November 2007 - July 2009
State Street July 2007 - November 2007
Skills
Management, Account Reconciliation, Accounting, Training, Financial Services
Education
University of Maine at Fort Kent 2002 — 2006
Bachelor of Science (B.S.), Secondary Education and Teaching
Brown Brothers Harriman August 2013 - Present
State Street July 2009 - August 2013
State Street November 2007 - July 2009
State Street July 2007 - November 2007
Skills
Management, Account Reconciliation, Accounting, Training, Financial Services
Education
University of Maine at Fort Kent 2002 — 2006
Bachelor of Science (B.S.), Secondary Education and Teaching
Kiyoshi Tomita's Brown Brothers Harriman Experience January 2013 - October 2013
Job Lead Financial Analyst at Soka Gakkai International USA
Industry Investment Management
Experience
Soka Gakkai International - USA November 2013 - Present
Brown Brothers Harriman January 2013 - October 2013
Brown Brothers Harriman January 2010 - December 2012
Skills
Microsoft Excel, Financial Services
Education
University of Massachusetts Boston 2002 — 2006
Bachelor's Degree, Management Major, Concentration in Finance
Soka Gakkai International - USA November 2013 - Present
Brown Brothers Harriman January 2013 - October 2013
Brown Brothers Harriman January 2010 - December 2012
Skills
Microsoft Excel, Financial Services
Education
University of Massachusetts Boston 2002 — 2006
Bachelor's Degree, Management Major, Concentration in Finance
Richard Roland, MS, MBA's Brown Brothers Harriman Experience September 2010 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds December 2004 - September 2010
Skills
Mutual Funds, Fund Accounting, Fund Administration, Securities, Fixed Income, Equities, Bloomberg Terminal, Financial Analysis, Derivatives, Investments, Financial Services, Financial Reporting, Accounting, Financial Statements
Education
University of Colorado Denver 2010 — 2014
Master of Science (M.S.), Accounting, 4.0
University of Northern Iowa 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General, 3.2
University of Iowa 1995 — 2001
Bachelor of Business Administration (BBA), Finance, General
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds December 2004 - September 2010
Skills
Mutual Funds, Fund Accounting, Fund Administration, Securities, Fixed Income, Equities, Bloomberg Terminal, Financial Analysis, Derivatives, Investments, Financial Services, Financial Reporting, Accounting, Financial Statements
Education
University of Colorado Denver 2010 — 2014
Master of Science (M.S.), Accounting, 4.0
University of Northern Iowa 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General, 3.2
University of Iowa 1995 — 2001
Bachelor of Business Administration (BBA), Finance, General
Eleanor Villanueva's Brown Brothers Harriman Experience Tax OfficerState Street CorporationApril 2013 - June 2014
Job Investment Tax Asst. Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Tax OfficerState Street CorporationApril 2013 - June 2014
State Street Corporation December 2009 - April 2013
PricewaterhouseCoopers August 2008 - December 2009
PricewaterhouseCoopers September 2006 - August 2008
Education
University of Massachusetts Boston 2003 — 2006
Bachelor of Science, Accounting and Business/Management
Brown Brothers Harriman Tax OfficerState Street CorporationApril 2013 - June 2014
State Street Corporation December 2009 - April 2013
PricewaterhouseCoopers August 2008 - December 2009
PricewaterhouseCoopers September 2006 - August 2008
Education
University of Massachusetts Boston 2003 — 2006
Bachelor of Science, Accounting and Business/Management
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation