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
Daniel Stolar Daniel Stolar's Brown Brothers Harriman Experience June 2014 - August 2014
Job Investment Banking Analyst at Peter J. Solomon Company
Industry Financial Services
Experience
Peter J. Solomon Company July 2015 - Present
University of Michigan Ross School of Business September 2012 - Present
Brown Brothers Harriman June 2014 - August 2014
Viola Credit (formerly Plenus) July 2013 - August 2013
Camp Veritans June 2009 - August 2012
Skills
Data Analysis, SPSS, Mandarin, Research, Qualitative Research, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Market Research, Social Media, Statistics, Economics, Finance, Entrepreneurship, Leadership, Municipal Bonds
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Fair Lawn High School 2007 — 2011
Peter J. Solomon Company July 2015 - Present
University of Michigan Ross School of Business September 2012 - Present
Brown Brothers Harriman June 2014 - August 2014
Viola Credit (formerly Plenus) July 2013 - August 2013
Camp Veritans June 2009 - August 2012
Skills
Data Analysis, SPSS, Mandarin, Research, Qualitative Research, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Market Research, Social Media, Statistics, Economics, Finance, Entrepreneurship, Leadership, Municipal Bonds
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Fair Lawn High School 2007 — 2011
Peter Israni Peter Israni's Brown Brothers Harriman Experience April 2008 - October 2012
Job Treasury Analyst at Enel Green Power North America
Industry Renewables & Environment
Experience
Enel Green Power North America October 2012 - Present
Brown Brothers Harriman April 2008 - October 2012
State Street Bank May 2006 - April 2008
Putnam Investments June 2005 - May 2006
Education
University of Massachusetts Lowell
Bachelors Degree, Business Administration: Finance
Enel Green Power North America October 2012 - Present
Brown Brothers Harriman April 2008 - October 2012
State Street Bank May 2006 - April 2008
Putnam Investments June 2005 - May 2006
Education
University of Massachusetts Lowell
Bachelors Degree, Business Administration: Finance
Ina Alekseyev Ina Alekseyev's Brown Brothers Harriman Experience January 2014 - February 2015
Job Mathematics Teacher at Russian School of Mathematics
Industry Education Management
Experience
Russian School of Mathematics October 2014 - Present
Brown Brothers Harriman January 2014 - February 2015
Brown Brothers Harriman June 2013 - December 2013
The Village Bank November 2012 - June 2013
University of Massachusetts Amherst April 2009 - May 2012
University of Massachusetts May 2011 - September 2011
University of Massachusetts June 2009 - September 2011
Newton Community Development Foundation Inc January 2006 - January 2008
Skills
PowerPoint, Probability, Calculus, Economics, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Account Reconciliation, Access, Customer Service, Data Analysis
Education
University of Massachusetts, Amherst 2007 — 2012
Bachelor of Science (B.S.), Mathematics (Concentration: Actuarial) and Economics
Russian School of Mathematics October 2014 - Present
Brown Brothers Harriman January 2014 - February 2015
Brown Brothers Harriman June 2013 - December 2013
The Village Bank November 2012 - June 2013
University of Massachusetts Amherst April 2009 - May 2012
University of Massachusetts May 2011 - September 2011
University of Massachusetts June 2009 - September 2011
Newton Community Development Foundation Inc January 2006 - January 2008
Skills
PowerPoint, Probability, Calculus, Economics, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Account Reconciliation, Access, Customer Service, Data Analysis
Education
University of Massachusetts, Amherst 2007 — 2012
Bachelor of Science (B.S.), Mathematics (Concentration: Actuarial) and Economics
Alex Hamboyan's Brown Brothers Harriman Experience August 2014 - April 2015
Job Business Analyst at EZOPS Inc.
Industry Information Technology and Services
Experience
EZOPS Inc. April 2015 - Present
Brown Brothers Harriman August 2014 - April 2015
State Street March 2013 - July 2014
University of Massachusetts September 2011 - May 2014
BJ's Wholesale Club May 2012 - August 2012
AAMCO Transmissions and Total Car Care May 2011 - September 2011
Skills
Microsoft Excel, Financial Analysis, Leadership, Time Management, Accounting, Data Analysis, Training, Finance, Organizational Structure, Corporate Finance, Inventory Management, Management, Analysis, Budgets, Stock Market, Stock Trading, Accounts Receivable, Investments, Financial Modeling, Teamwork, Pay Close Attention to..., Critical Thinking, Think On My Feet, Economics, Creativity, Innovator, Equity Research, Equity Trading, Sales
Education
Isenberg School of Management 2010 — 2014
Bachelor Of Science, Finance; Corporate Finance & Risk Management
University Of Massachusetts 2010 — 2014
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law, Graduate
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Corporate Finace & Risk Management, Graduate
EZOPS Inc. April 2015 - Present
Brown Brothers Harriman August 2014 - April 2015
State Street March 2013 - July 2014
University of Massachusetts September 2011 - May 2014
BJ's Wholesale Club May 2012 - August 2012
AAMCO Transmissions and Total Car Care May 2011 - September 2011
Skills
Microsoft Excel, Financial Analysis, Leadership, Time Management, Accounting, Data Analysis, Training, Finance, Organizational Structure, Corporate Finance, Inventory Management, Management, Analysis, Budgets, Stock Market, Stock Trading, Accounts Receivable, Investments, Financial Modeling, Teamwork, Pay Close Attention to..., Critical Thinking, Think On My Feet, Economics, Creativity, Innovator, Equity Research, Equity Trading, Sales
Education
Isenberg School of Management 2010 — 2014
Bachelor Of Science, Finance; Corporate Finance & Risk Management
University Of Massachusetts 2010 — 2014
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law, Graduate
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Corporate Finace & Risk Management, Graduate
Edward Jean-Louis Edward Jean-Louis's Brown Brothers Harriman Experience October 2012 - August 2014
Job MBA Candidate at UCLA Anderson School of Management
Industry Investment Management
Experience
Hawkeye Capital Management, LLC June 2015 - August 2015
Brown Brothers Harriman October 2012 - August 2014
Brown Brothers Harriman March 2012 - October 2012
Brown Brothers Harriman August 2010 - March 2012
Skills
Mutual Funds, Finance, Bloomberg, Portfolio Management, Fixed Income, Financial Analysis, Financial Services, Equities, Financial Accounting, Financial Markets, Client Service, Valuation, Financial Statement..., Equity Research, Capital IQ
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Massachusetts, Amherst 2006 — 2010
B.A., Economics
Hawkeye Capital Management, LLC June 2015 - August 2015
Brown Brothers Harriman October 2012 - August 2014
Brown Brothers Harriman March 2012 - October 2012
Brown Brothers Harriman August 2010 - March 2012
Skills
Mutual Funds, Finance, Bloomberg, Portfolio Management, Fixed Income, Financial Analysis, Financial Services, Equities, Financial Accounting, Financial Markets, Client Service, Valuation, Financial Statement..., Equity Research, Capital IQ
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Massachusetts, Amherst 2006 — 2010
B.A., Economics
kelly a walters kelly a walters's Brown Brothers Harriman Experience 1993 - 1996
Job Kuehl Capital Holdings, LLC
Industry Financial Services
Experience
Kuehl Capital Holdings, LLC April 2015 - Present
Bridges Investment Fund January 2013 - Present
Condor Hospitality Trust February 2009 - Present
Investors Real Estate Trust October 2006 - March 2009
Magnum Resources Inc. 1996 - 2006
Brown Brothers Harriman 1993 - 1996
Skills
Hotel Asset Management, Real Estate Economics, Investments, Fixed Income, Real Estate Financing, Asset Managment, Commercial Real Estate, Real Estate, Hotels, Portfolio Management, Customer Service, Due Diligence, Asset Management, Real Estate Development, Valuation, Finance, Loans, Contract Negotiation, Acquisitions, Team Building, Strategic Planning, Property Management, Disposition, Management, Financial Modeling, Mergers & Acquisitions, Real Estate Transactions, Budgets
Education
University of Nebraska at Omaha 1989 — 1991
EMBA
University of Nebraska at Omaha 1979 — 1983
BSBA, Finance
Kuehl Capital Holdings, LLC April 2015 - Present
Bridges Investment Fund January 2013 - Present
Condor Hospitality Trust February 2009 - Present
Investors Real Estate Trust October 2006 - March 2009
Magnum Resources Inc. 1996 - 2006
Brown Brothers Harriman 1993 - 1996
Skills
Hotel Asset Management, Real Estate Economics, Investments, Fixed Income, Real Estate Financing, Asset Managment, Commercial Real Estate, Real Estate, Hotels, Portfolio Management, Customer Service, Due Diligence, Asset Management, Real Estate Development, Valuation, Finance, Loans, Contract Negotiation, Acquisitions, Team Building, Strategic Planning, Property Management, Disposition, Management, Financial Modeling, Mergers & Acquisitions, Real Estate Transactions, Budgets
Education
University of Nebraska at Omaha 1989 — 1991
EMBA
University of Nebraska at Omaha 1979 — 1983
BSBA, Finance
Samantha Zaruba Samantha Zaruba's Brown Brothers Harriman Experience October 2014 - 2015
Job Professional Music Lover at ONErpm and Do615
Industry Financial Services
Experience
ONErpm August 2015 - Present
DoStuff Media May 2015 - Present
Myself November 2011 - Present
Brown Brothers Harriman October 2014 - 2015
Textron Systems May 2012 - October 2014
Umass Amherst Annual Fund November 2008 - May 2012
Encore Nationwide June 2011 - November 2011
Recover Records May 2011 - September 2011
Donna Estabrooks; Fine Artist July 2010 - September 2010
Century 21 2004 - 2006
Skills
Brand Awareness, Email Marketing, Brand Development, Social Media Marketing, Twitter, Graphic Design, Painting, Editing, Photo Editing, Photoshop, Illustrator, Photography, Writing, Internal Communications, Dreamweaver, SharePoint, Fatwire, Newsletters, Outlook, Qualtrics, Microsoft Office, Communication, Copywriting, iMovie, Adobe Premiere Pro..., Constant Contact, Technical Writing
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Arts (B.A.), Communication, General; Art
ONErpm August 2015 - Present
DoStuff Media May 2015 - Present
Myself November 2011 - Present
Brown Brothers Harriman October 2014 - 2015
Textron Systems May 2012 - October 2014
Umass Amherst Annual Fund November 2008 - May 2012
Encore Nationwide June 2011 - November 2011
Recover Records May 2011 - September 2011
Donna Estabrooks; Fine Artist July 2010 - September 2010
Century 21 2004 - 2006
Skills
Brand Awareness, Email Marketing, Brand Development, Social Media Marketing, Twitter, Graphic Design, Painting, Editing, Photo Editing, Photoshop, Illustrator, Photography, Writing, Internal Communications, Dreamweaver, SharePoint, Fatwire, Newsletters, Outlook, Qualtrics, Microsoft Office, Communication, Copywriting, iMovie, Adobe Premiere Pro..., Constant Contact, Technical Writing
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Arts (B.A.), Communication, General; Art
John Stoehr John Stoehr's Brown Brothers Harriman Experience February 2015 - Present
Job Foreign Exchange Operations Specialist at Brown Brothers Harriman
Industry Environmental Services
Experience
Brown Brothers Harriman February 2015 - Present
Geatain Engineering October 2014 - August 2015
The Northwest Company October 2014 - February 2015
Michigan Institute for Teaching and Research in Economics January 2014 - May 2014
Stop & Shop July 2009 - September 2013
Skills
Microsoft Excel, VBA, MS Excel Pivot Tables, Merchandising, Retail, Store Management, Inventory Management, Inventory Control, HTML, Time Management, Loss Prevention, Customer Service, Cashiering, Visual Merchandising
Education
University of Michigan College of Literature, Science, and the Arts 2013 — 2014
Bachelor of Arts (B.A.), Economics
University of Michigan College of Engineering 2010 — 2013
Bachelor's degree, Chemical Engineering
Brown Brothers Harriman February 2015 - Present
Geatain Engineering October 2014 - August 2015
The Northwest Company October 2014 - February 2015
Michigan Institute for Teaching and Research in Economics January 2014 - May 2014
Stop & Shop July 2009 - September 2013
Skills
Microsoft Excel, VBA, MS Excel Pivot Tables, Merchandising, Retail, Store Management, Inventory Management, Inventory Control, HTML, Time Management, Loss Prevention, Customer Service, Cashiering, Visual Merchandising
Education
University of Michigan College of Literature, Science, and the Arts 2013 — 2014
Bachelor of Arts (B.A.), Economics
University of Michigan College of Engineering 2010 — 2013
Bachelor's degree, Chemical Engineering
Manejah Morad Terzi Manejah Morad Terzi's Brown Brothers Harriman Experience June 2000 - October 2000
Job Communications Strategist, Public Relations and Event Marketing Specialist
Industry Public Relations and Communications
Experience
Revelry Agency January 2013 - April 2015
Revelry Agency January 2005 - January 2013
Revelry Agency February 2004 - January 2005
DeVries Public Relations 2003 - 2004
Akamai Technologies October 2000 - April 2002
Brown Brothers Harriman June 2000 - October 2000
Brown Brothers Harriman August 1998 - June 2000
First Variable Life Insurance January 1996 - July 1998
First Variable Life Insurance September 1994 - January 1996
WMUA 91.1 FM September 1990 - May 1993
Skills
Press Releases, Public Relations, Event Marketing Strategy, Writing, Creative Writing, Blogger, Social Media Marketing, Media Relations, Integrated Marketing, Strategic Public..., Media Skills Training, Journalism, Trade Show Strategy, Trade Media Relations, Live Events, Social Media Outreach, Marketing Event Planning, Live Video Streaming, Constant Contact, MailChimp, Social Media, Event Management, Marketing, Marketing Communications, Event Planning, Marketing Strategy
Education
University of Massachusetts, Amherst 1989 — 1993
BA
GDRSS 1981 — 1989
Revelry Agency January 2013 - April 2015
Revelry Agency January 2005 - January 2013
Revelry Agency February 2004 - January 2005
DeVries Public Relations 2003 - 2004
Akamai Technologies October 2000 - April 2002
Brown Brothers Harriman June 2000 - October 2000
Brown Brothers Harriman August 1998 - June 2000
First Variable Life Insurance January 1996 - July 1998
First Variable Life Insurance September 1994 - January 1996
WMUA 91.1 FM September 1990 - May 1993
Skills
Press Releases, Public Relations, Event Marketing Strategy, Writing, Creative Writing, Blogger, Social Media Marketing, Media Relations, Integrated Marketing, Strategic Public..., Media Skills Training, Journalism, Trade Show Strategy, Trade Media Relations, Live Events, Social Media Outreach, Marketing Event Planning, Live Video Streaming, Constant Contact, MailChimp, Social Media, Event Management, Marketing, Marketing Communications, Event Planning, Marketing Strategy
Education
University of Massachusetts, Amherst 1989 — 1993
BA
GDRSS 1981 — 1989
Sean Roach Sean Roach's Brown Brothers Harriman Experience September 2003 - March 2005
Job Compliance Analyst at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC June 2014 - Present
Middlesex County Animal Hospital 2013 - 2014
Hancock Animal Hospital 2012 - 2013
Osceola County Emergency Services 2005 - 2012
Pawsitive Actions Foundation (non-profit) 2009 - 2011
Osceola County Emergency Services 2006 - 2011
Volusia County Sheriff's Office 2008 - 2009
Brevard County Fire Rescue 2005 - 2006
Rural/Metro Corporation 2005 - 2006
Brown Brothers Harriman September 2003 - March 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Public Speaking, Management, Leadership, Software Documentation, Time Management, Training, Coaching, Financial Services, Project Management, Team Building, Team Leadership, Strategic Planning
Education
University of Massachusetts at Lowell 1997 — 2001
Bachelor of Science (BS), Finance, General
Foreside Financial Group, LLC June 2014 - Present
Middlesex County Animal Hospital 2013 - 2014
Hancock Animal Hospital 2012 - 2013
Osceola County Emergency Services 2005 - 2012
Pawsitive Actions Foundation (non-profit) 2009 - 2011
Osceola County Emergency Services 2006 - 2011
Volusia County Sheriff's Office 2008 - 2009
Brevard County Fire Rescue 2005 - 2006
Rural/Metro Corporation 2005 - 2006
Brown Brothers Harriman September 2003 - March 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Public Speaking, Management, Leadership, Software Documentation, Time Management, Training, Coaching, Financial Services, Project Management, Team Building, Team Leadership, Strategic Planning
Education
University of Massachusetts at Lowell 1997 — 2001
Bachelor of Science (BS), Finance, General
Jared Gardiner Jared Gardiner's Brown Brothers Harriman Experience May 2014 - September 2014
Job Production Coordinator/Production Management Assistant at Morse Constructions, Inc.
Industry Financial Services
Experience
Morse Constructions, Inc. September 2014 - Present
Brown Brothers Harriman May 2014 - September 2014
State Street October 2012 - May 2014
Page Personnel - US March 2012 - October 2012
State Street August 2011 - February 2012
State Street August 2010 - August 2011
State Street June 2008 - August 2010
Skills
Banking, Asset Managment, Recruiting, Temporary Staffing, New Business Development, Sales, Leadership, Temporary Placement, Financial Services, Fund Accounting, Mutual Funds, Accounting, Equities, Corporate Actions, Account Reconciliation
Education
UMass Dartmouth 2004 — 2008
Bachelor of Science (BS), Production and Operations Management
Milton high school 1998 — 2002
Morse Constructions, Inc. September 2014 - Present
Brown Brothers Harriman May 2014 - September 2014
State Street October 2012 - May 2014
Page Personnel - US March 2012 - October 2012
State Street August 2011 - February 2012
State Street August 2010 - August 2011
State Street June 2008 - August 2010
Skills
Banking, Asset Managment, Recruiting, Temporary Staffing, New Business Development, Sales, Leadership, Temporary Placement, Financial Services, Fund Accounting, Mutual Funds, Accounting, Equities, Corporate Actions, Account Reconciliation
Education
UMass Dartmouth 2004 — 2008
Bachelor of Science (BS), Production and Operations Management
Milton high school 1998 — 2002
Alexandra Brian Alexandra Brian's Brown Brothers Harriman Experience November 2013 - Present
Job Research Assistant at 40 North
Industry Writing and Editing
Experience
40 North Management LLC July 2014 - Present
Brown Brothers Harriman November 2013 - Present
Drew University January 2011 - Present
Comtex News Network December 2012 - January 2013
Timothy Devine Photography June 2012 - September 2012
Comtex News Network June 2012 - July 2012
Oceans Research May 2012 - June 2012
NOAA December 2011 - January 2012
Skills
Writing Skills, Boating, Microsoft Word, Excel, PowerPoint, Basic Spanish, Basic Latin, Scuba Diving, Community Service, Volunteer Leadership, SPSS, Research, Statistics, Editing, Public Relations, Data Analysis, Social Networking, Public Speaking, Marketing, Teaching, Copy Editing, Spanish-speaking, Event Planning, HTML, International Relations, Blogging, Community Outreach, Spanish, Photography, Press Releases, Creative Writing, Team Building, Photoshop, Volunteering, Accounting, Facebook, Proofreading, Fundraising, Microsoft Excel, WordPress
Education
Drew University 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.6
Universitat Autònoma de Barcelona 2011 — 2011
Spanish, 4.0
University of Mississippi 2009 — 2011
Psychology, 3.67
40 North Management LLC July 2014 - Present
Brown Brothers Harriman November 2013 - Present
Drew University January 2011 - Present
Comtex News Network December 2012 - January 2013
Timothy Devine Photography June 2012 - September 2012
Comtex News Network June 2012 - July 2012
Oceans Research May 2012 - June 2012
NOAA December 2011 - January 2012
Skills
Writing Skills, Boating, Microsoft Word, Excel, PowerPoint, Basic Spanish, Basic Latin, Scuba Diving, Community Service, Volunteer Leadership, SPSS, Research, Statistics, Editing, Public Relations, Data Analysis, Social Networking, Public Speaking, Marketing, Teaching, Copy Editing, Spanish-speaking, Event Planning, HTML, International Relations, Blogging, Community Outreach, Spanish, Photography, Press Releases, Creative Writing, Team Building, Photoshop, Volunteering, Accounting, Facebook, Proofreading, Fundraising, Microsoft Excel, WordPress
Education
Drew University 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.6
Universitat Autònoma de Barcelona 2011 — 2011
Spanish, 4.0
University of Mississippi 2009 — 2011
Psychology, 3.67
Jonathan Merrill Jonathan Merrill's Brown Brothers Harriman Experience August 2014 - October 2014
Job Internal Business Consultant at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments October 2014 - Present
Brown Brothers Harriman August 2014 - October 2014
JLT Capital Partners May 2013 - August 2013
Skills
Economics, Microsoft Excel, Financial Analysis, Research, Public Speaking, Bloomberg Terminal, Financial Modeling, Bloomberg, Sales, Macroeconomics, Investment Strategies, Marketing, Equity Research, Valuation, FX Trading
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2014
Bachelor of Science (BS), Economics
University of New Hampshire 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
John Hancock Investments October 2014 - Present
Brown Brothers Harriman August 2014 - October 2014
JLT Capital Partners May 2013 - August 2013
Skills
Economics, Microsoft Excel, Financial Analysis, Research, Public Speaking, Bloomberg Terminal, Financial Modeling, Bloomberg, Sales, Macroeconomics, Investment Strategies, Marketing, Equity Research, Valuation, FX Trading
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2014
Bachelor of Science (BS), Economics
University of New Hampshire 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Cameron Mulford Cameron Mulford's Brown Brothers Harriman Experience January 2014 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
State Street August 2013 - January 2014
Computershare 2012 - 2012
Skills
Accounting, Customer Service, Microsoft Excel, Microsoft Word, Time Management
Education
UMass Dartmouth 2009 — 2013
Bachelor's degree, Finance, General
Brown Brothers Harriman January 2014 - Present
State Street August 2013 - January 2014
Computershare 2012 - 2012
Skills
Accounting, Customer Service, Microsoft Excel, Microsoft Word, Time Management
Education
UMass Dartmouth 2009 — 2013
Bachelor's degree, Finance, General
Phil Rines's Brown Brothers Harriman Experience March 2011 - September 2011
Job Retired
Industry Information Technology and Services
Experience
MFS Investment Management September 2011 - May 2012
LeapFrog Systems September 2007 - May 2012
Brown Brothers Harriman March 2011 - September 2011
MFS Investment Management August 2010 - March 2011
Fidelity Investments Technology September 2007 - May 2010
LeapFrog Systems September 2007 - May 2010
DELUXEPINPOINT (formerly New England Business Services, Inc November 2000 - September 2007
New England Business Services, Inc May 1998 - October 2000
CIBER, Inc September 1994 - October 2000
Liberty Mutual November 1996 - May 1998
Skills
Mainframe, COBOL, Unix, Accounts Receivable, DB2, SDLC, Systems Analysis, Visio, Business Analysis, SQL, Informatica, Toad, Databases, Oracle, Quality Assurance, Business Process, Testing, Disaster Recovery, Program Management, Analysis, System Testing, Test Planning, Solaris, Requirements Analysis, Software Project..., Requirements Gathering, Integration, User Acceptance Testing
Education
University of Massachusetts, Amherst 1970 — 1973
MA, Economics
University of Massachusetts Dartmouth 1966 — 1970
BA, Mathematics
MFS Investment Management September 2011 - May 2012
LeapFrog Systems September 2007 - May 2012
Brown Brothers Harriman March 2011 - September 2011
MFS Investment Management August 2010 - March 2011
Fidelity Investments Technology September 2007 - May 2010
LeapFrog Systems September 2007 - May 2010
DELUXEPINPOINT (formerly New England Business Services, Inc November 2000 - September 2007
New England Business Services, Inc May 1998 - October 2000
CIBER, Inc September 1994 - October 2000
Liberty Mutual November 1996 - May 1998
Skills
Mainframe, COBOL, Unix, Accounts Receivable, DB2, SDLC, Systems Analysis, Visio, Business Analysis, SQL, Informatica, Toad, Databases, Oracle, Quality Assurance, Business Process, Testing, Disaster Recovery, Program Management, Analysis, System Testing, Test Planning, Solaris, Requirements Analysis, Software Project..., Requirements Gathering, Integration, User Acceptance Testing
Education
University of Massachusetts, Amherst 1970 — 1973
MA, Economics
University of Massachusetts Dartmouth 1966 — 1970
BA, Mathematics
Allan Cain Allan Cain's Brown Brothers Harriman Experience 1994 - 1995
Job Senior Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity 2009 - Present
Fidelity Investments 2008 - Present
Fidelity Investments 1995 - 2008
Brown Brothers Harriman 1994 - 1995
Unisys 1989 - 1992
The Shareholders Services Group 1989 - 1991
Putnam Investments 1985 - 1988
Bradford Trust 1979 - 1981
Skills
Easytrieve, VSAM, Fileaid, MVS, IBM Utilities, CICS, IBM Mainframe, TSO, OS/390, JCL, ISPF, Vendor Management, Mainframe, COBOL, z/OS, Websphere, Systems Analysis, SDLC, Requirements Analysis, Endeavor, SPUFI, Requirements Gathering, DB2, Production Support, Visio, Business Requirements, Data Modeling, Quality Center, User Acceptance Testing, Sybase, Release Management
Education
University of Massachusetts, Amherst 1969 — 1974
BA, Psychology
Braintree High School 1965 — 1969
College Prep
Fidelity 2009 - Present
Fidelity Investments 2008 - Present
Fidelity Investments 1995 - 2008
Brown Brothers Harriman 1994 - 1995
Unisys 1989 - 1992
The Shareholders Services Group 1989 - 1991
Putnam Investments 1985 - 1988
Bradford Trust 1979 - 1981
Skills
Easytrieve, VSAM, Fileaid, MVS, IBM Utilities, CICS, IBM Mainframe, TSO, OS/390, JCL, ISPF, Vendor Management, Mainframe, COBOL, z/OS, Websphere, Systems Analysis, SDLC, Requirements Analysis, Endeavor, SPUFI, Requirements Gathering, DB2, Production Support, Visio, Business Requirements, Data Modeling, Quality Center, User Acceptance Testing, Sybase, Release Management
Education
University of Massachusetts, Amherst 1969 — 1974
BA, Psychology
Braintree High School 1965 — 1969
College Prep
Anna Fisher Anna Fisher's Brown Brothers Harriman Experience May 2012 - November 2012
Job Senior Manager, Head of Lead Generation
Industry Information Technology and Services
Experience
ZoomInfo May 2013 - Present
ZoomInfo November 2012 - May 2013
Brown Brothers Harriman May 2012 - November 2012
Brown Brothers Harriman November 2007 - May 2012
Skills
Financial Services, Mutual Funds, Lead Generation, Salesforce.com, Marketing, Securities, Account Management, SaaS, Public Relations, Analytics, Trade Shows, Management, Email Marketing, Sales, Strategy, CRM, Social Media Marketing, Strategic Partnerships, Advertising, Product Management, Marketing Automation
Education
University of Massachusetts, Amherst 2003 — 2007
Communication & Education
ZoomInfo May 2013 - Present
ZoomInfo November 2012 - May 2013
Brown Brothers Harriman May 2012 - November 2012
Brown Brothers Harriman November 2007 - May 2012
Skills
Financial Services, Mutual Funds, Lead Generation, Salesforce.com, Marketing, Securities, Account Management, SaaS, Public Relations, Analytics, Trade Shows, Management, Email Marketing, Sales, Strategy, CRM, Social Media Marketing, Strategic Partnerships, Advertising, Product Management, Marketing Automation
Education
University of Massachusetts, Amherst 2003 — 2007
Communication & Education
Nair Ferreira's Brown Brothers Harriman Experience January 2015 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Perfect Storm Media September 2014 - December 2014
Enterprise Rent-A-Car June 2014 - August 2014
University of Massachusetts Amherst Residential Life September 2012 - May 2014
Macys April 2013 - October 2013
Vine Street Community Center July 2011 - August 2013
Ultra Violet Theater Design January 2011 - May 2011
Bottom Line 2010 - June 2010
Skills
Technical: MatLab,..., Languages: Fluent in..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Outlook, Administrative..., Teamwork, Data Entry, Research, Office Management, Time Management, Event Planning, Access, Office Administration, Social Media, English, Leadership, Project Management, Public Speaking
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's degree, Applied Mathematics
John D. O'Bryant School Of Math And Science 2006 — 2010
Brown Brothers Harriman January 2015 - Present
Perfect Storm Media September 2014 - December 2014
Enterprise Rent-A-Car June 2014 - August 2014
University of Massachusetts Amherst Residential Life September 2012 - May 2014
Macys April 2013 - October 2013
Vine Street Community Center July 2011 - August 2013
Ultra Violet Theater Design January 2011 - May 2011
Bottom Line 2010 - June 2010
Skills
Technical: MatLab,..., Languages: Fluent in..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Outlook, Administrative..., Teamwork, Data Entry, Research, Office Management, Time Management, Event Planning, Access, Office Administration, Social Media, English, Leadership, Project Management, Public Speaking
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's degree, Applied Mathematics
John D. O'Bryant School Of Math And Science 2006 — 2010
Kevin Walsh Jr's Brown Brothers Harriman Experience March 2014 - May 2014
Job Financial Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Brown Brothers Harriman March 2014 - May 2014
Compass Investment Group May 2012 - September 2012
Southborough Auto Tech May 2008 - June 2012
Skills
Finance, Microsoft Office, Economics, Microsoft Excel, Microsoft Word, Communication, Mathematics, Customer Service, Retirement Planning, Time Management, Financial Services, Data Analysis, Access, PowerPoint, Teamwork, Management
Education
UMass Dartmouth 2009 — 2013
Bachelor's degree, Finance, General
University of Massachusetts Dartmouth 2009 — 2013
Minor, Economics
TIAA-CREF May 2014 - Present
Brown Brothers Harriman March 2014 - May 2014
Compass Investment Group May 2012 - September 2012
Southborough Auto Tech May 2008 - June 2012
Skills
Finance, Microsoft Office, Economics, Microsoft Excel, Microsoft Word, Communication, Mathematics, Customer Service, Retirement Planning, Time Management, Financial Services, Data Analysis, Access, PowerPoint, Teamwork, Management
Education
UMass Dartmouth 2009 — 2013
Bachelor's degree, Finance, General
University of Massachusetts Dartmouth 2009 — 2013
Minor, Economics
Colleen Murray's Brown Brothers Harriman Experience May 2015 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
State Street October 2013 - April 2015
International Strategy & Investment May 2013 - August 2014
QBE A & H December 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Communication Skills, Goal Oriented, Works well in a team, power point
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (BA), Economics
Brown Brothers Harriman May 2015 - Present
State Street October 2013 - April 2015
International Strategy & Investment May 2013 - August 2014
QBE A & H December 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Communication Skills, Goal Oriented, Works well in a team, power point
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (BA), Economics
Andrew Adgate's Brown Brothers Harriman Experience June 2014 - Present
Job Student at University of Massachusetts, Amherst
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
Verrill Farm August 2007 - Present
Verite January 2013 - May 2013
Commonwealth Automobile Reinsurers June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Social Media, Customer Service
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (BA), Economics
Brown Brothers Harriman June 2014 - Present
Verrill Farm August 2007 - Present
Verite January 2013 - May 2013
Commonwealth Automobile Reinsurers June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Social Media, Customer Service
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (BA), Economics
Michelle Cilien Michelle Cilien's Brown Brothers Harriman Experience June 2005 - August 2005
Job Program Associate at Massachusetts Housing Partnership
Industry Government Administration
Experience
Massachusetts Housing Partnership April 2014 - Present
Massachusetts Housing Partnership January 2013 - April 2014
Safety Insurance September 2012 - October 2012
John Hancock Financial Services November 2011 - August 2012
NYC Conflict of Interest Board (COIB) January 2011 - May 2011
Citi April 2009 - August 2010
Brown Brothers Harriman June 2005 - August 2005
Skills
Research, Outlook, Microsoft Office, PowerPoint, Real Estate, Sales, International Relations, Nonprofits, Community Outreach, Affordable Housing, Program Management, Volunteer Management, Qualitative Research, Resume Writing, Administrative..., Administrative...
Education
Saint John's University 2009 — 2011
Bachelor of Arts (B.A.), Government and Politics
University of Massachusetts Dartmouth 2006 — 2008
Political Science and Government
Massachusetts Housing Partnership April 2014 - Present
Massachusetts Housing Partnership January 2013 - April 2014
Safety Insurance September 2012 - October 2012
John Hancock Financial Services November 2011 - August 2012
NYC Conflict of Interest Board (COIB) January 2011 - May 2011
Citi April 2009 - August 2010
Brown Brothers Harriman June 2005 - August 2005
Skills
Research, Outlook, Microsoft Office, PowerPoint, Real Estate, Sales, International Relations, Nonprofits, Community Outreach, Affordable Housing, Program Management, Volunteer Management, Qualitative Research, Resume Writing, Administrative..., Administrative...
Education
Saint John's University 2009 — 2011
Bachelor of Arts (B.A.), Government and Politics
University of Massachusetts Dartmouth 2006 — 2008
Political Science and Government
Ernie Casado Ernie Casado's Brown Brothers Harriman Experience July 2011 - Present
Job Sr. Graphic Designer at Brown Brothers Harriman
Industry Marketing and Advertising
Experience
Brown Brothers Harriman July 2011 - Present
Mercer January 2005 - June 2011
Skills
Brochures, Adobe Acrobat, Creative Direction, Graphic Design, Layout, InDesign, Adobe Creative Suite, Social Networking, Mac, Email Marketing, Direct Mail, Flash, Graphics, Art Direction, Copywriting, User Experience, Illustration, Newsletters, Typography, QuarkXPress, Web Design, Photoshop, Corporate Identity, Dreamweaver, Illustrator, Social Media Marketing, Advertising, CSS, Creative Strategy, Posters, Logo Design, Brand Development, Corporate Branding, User Interface Design
Education
University of Massachusetts, Amherst 1994 — 1999
Brown Brothers Harriman July 2011 - Present
Mercer January 2005 - June 2011
Skills
Brochures, Adobe Acrobat, Creative Direction, Graphic Design, Layout, InDesign, Adobe Creative Suite, Social Networking, Mac, Email Marketing, Direct Mail, Flash, Graphics, Art Direction, Copywriting, User Experience, Illustration, Newsletters, Typography, QuarkXPress, Web Design, Photoshop, Corporate Identity, Dreamweaver, Illustrator, Social Media Marketing, Advertising, CSS, Creative Strategy, Posters, Logo Design, Brand Development, Corporate Branding, User Interface Design
Education
University of Massachusetts, Amherst 1994 — 1999
Andrea Izzo's Brown Brothers Harriman Experience August 2007 - October 2014
Job Business Systems Analyst at CyberGrants
Industry Computer Software
Experience
CyberGrants October 2014 - Present
Brown Brothers Harriman August 2007 - October 2014
Brown Brothers Harriman August 2004 - August 2007
State Street January 1999 - August 2004
Skills
Mutual Funds, Equities, Global Custody, Fixed Income, Securities, Financial Services, Fund Accounting, Derivatives, Investments, Business Analysis, Relationship Management
Education
University of Massachusetts Lowell 1993 — 1998
Bachelor of Science, Finance
CyberGrants October 2014 - Present
Brown Brothers Harriman August 2007 - October 2014
Brown Brothers Harriman August 2004 - August 2007
State Street January 1999 - August 2004
Skills
Mutual Funds, Equities, Global Custody, Fixed Income, Securities, Financial Services, Fund Accounting, Derivatives, Investments, Business Analysis, Relationship Management
Education
University of Massachusetts Lowell 1993 — 1998
Bachelor of Science, Finance
Gregory Mason Gregory Mason's Brown Brothers Harriman Experience August 2008 - July 2014
Job PIMCO Funds Business Group Funds Accounting
Industry Financial Services
Experience
PIMCO July 2014 - Present
Brown Brothers Harriman August 2008 - July 2014
Brown Brothers Harriman June 2006 - August 2008
Toscano and Ardito, CPA June 2005 - June 2006
Skills
Equities, Bloomberg, Fund Accounting, Securities, Mutual Funds, Fixed Income, Derivatives, Project Management, IFRS, US GAAP, Operational Risk..., Manage Client..., Innovation, European Tax, Staff Management, Investment Valuation, Bank Reconciliation, Offshore Trusts, UCITS, ETFs, Team Leadership, Swaps, Futures, Options, Microsoft Excel, Creative Problem Solving, Global Custody
Education
University of Massachusetts at Lowell
Business Administration, Management
PIMCO July 2014 - Present
Brown Brothers Harriman August 2008 - July 2014
Brown Brothers Harriman June 2006 - August 2008
Toscano and Ardito, CPA June 2005 - June 2006
Skills
Equities, Bloomberg, Fund Accounting, Securities, Mutual Funds, Fixed Income, Derivatives, Project Management, IFRS, US GAAP, Operational Risk..., Manage Client..., Innovation, European Tax, Staff Management, Investment Valuation, Bank Reconciliation, Offshore Trusts, UCITS, ETFs, Team Leadership, Swaps, Futures, Options, Microsoft Excel, Creative Problem Solving, Global Custody
Education
University of Massachusetts at Lowell
Business Administration, Management
J. Sebastian Bilsborough J. Sebastian Bilsborough's Brown Brothers Harriman Experience May 2006 - October 2014
Job Senior Consultant at Eagle Investment Systems
Industry Banking
Experience
Eagle Investment Systems November 2014 - Present
Brown Brothers Harriman May 2006 - October 2014
State Street September 2003 - April 2006
Allied Domecq July 2001 - June 2003
Massachusetts Financial Services June 1999 - June 2001
Education
University of Massachusetts Dartmouth
Bachelor's degree, Business Administration - Finance
Eagle Investment Systems November 2014 - Present
Brown Brothers Harriman May 2006 - October 2014
State Street September 2003 - April 2006
Allied Domecq July 2001 - June 2003
Massachusetts Financial Services June 1999 - June 2001
Education
University of Massachusetts Dartmouth
Bachelor's degree, Business Administration - Finance
Adam Chase Adam Chase's Brown Brothers Harriman Experience February 2004 - July 2005
Job Regional Account Manager, John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) April 2008 - Present
John Hancock Life Insurance Company (U.S.A.) July 2005 - April 2008
Brown Brothers Harriman February 2004 - July 2005
Education
University of New Hampshire 1999 — 2003
John Hancock Life Insurance Company (U.S.A.) April 2008 - Present
John Hancock Life Insurance Company (U.S.A.) July 2005 - April 2008
Brown Brothers Harriman February 2004 - July 2005
Education
University of New Hampshire 1999 — 2003
Susan Dunbar Susan Dunbar's Brown Brothers Harriman Experience December 1997 - September 2000
Job Vice President, Principal at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management March 2004 - Present
Olmstead Associates September 2000 - March 2004
Brown Brothers Harriman December 1997 - September 2000
First Data Corporation May 1995 - December 1997
The Boston Company June 1988 - June 1995
Skills
Fixed Income, Equities, Mutual Funds, Securities, Financial Services, Fund Accounting, Back Office, Corporate Actions, Fund Administration
Education
University of Massachusetts, Amherst 1984 — 1988
BBA, General Business and Finance
Wayland High School 1980 — 1984
Wellington Management March 2004 - Present
Olmstead Associates September 2000 - March 2004
Brown Brothers Harriman December 1997 - September 2000
First Data Corporation May 1995 - December 1997
The Boston Company June 1988 - June 1995
Skills
Fixed Income, Equities, Mutual Funds, Securities, Financial Services, Fund Accounting, Back Office, Corporate Actions, Fund Administration
Education
University of Massachusetts, Amherst 1984 — 1988
BBA, General Business and Finance
Wayland High School 1980 — 1984
Kenneth Tucceri Kenneth Tucceri's Brown Brothers Harriman Experience April 2006 - July 2008
Job Public Affairs Specialist
Industry Fine Art
Experience
Arbella Insurance Group April 2015 - Present
Army National Guard November 2011 - Present
US Army February 2014 - November 2014
Cutter and Cutter Fine Art December 2010 - January 2012
NEWPRO June 2010 - November 2010
Park West Gallery September 2009 - June 2010
Brown Brothers Harriman April 2006 - July 2008
University of Massachusetts Lowell September 2005 - January 2006
University of Massachusetts Lowell June 2003 - September 2005
The Pushcart Cafe September 1997 - May 2003
Skills
Leadership, Social Media, Photoshop, Marketing, InDesign, Illustrator, Graphic Design, Microsoft Office, Customer Service, Program Management, Sales, Research, Graphics, Art, PowerPoint, Microsoft Excel, Project Planning, Project Management, Editing, Inventory Management, Microsoft Word, Drawing, Logo Design, Fine Art, Team Leadership, Management, System Administration, Customer Satisfaction, Event Planning, Teamwork, Copy Editing, Layout Design, Journalism, News Writing
Education
University of Massachusetts Lowell 2000 — 2005
BFA, Graphic Design, Art History
Tewksbury Memorial High School 1996 — 2000
Arbella Insurance Group April 2015 - Present
Army National Guard November 2011 - Present
US Army February 2014 - November 2014
Cutter and Cutter Fine Art December 2010 - January 2012
NEWPRO June 2010 - November 2010
Park West Gallery September 2009 - June 2010
Brown Brothers Harriman April 2006 - July 2008
University of Massachusetts Lowell September 2005 - January 2006
University of Massachusetts Lowell June 2003 - September 2005
The Pushcart Cafe September 1997 - May 2003
Skills
Leadership, Social Media, Photoshop, Marketing, InDesign, Illustrator, Graphic Design, Microsoft Office, Customer Service, Program Management, Sales, Research, Graphics, Art, PowerPoint, Microsoft Excel, Project Planning, Project Management, Editing, Inventory Management, Microsoft Word, Drawing, Logo Design, Fine Art, Team Leadership, Management, System Administration, Customer Satisfaction, Event Planning, Teamwork, Copy Editing, Layout Design, Journalism, News Writing
Education
University of Massachusetts Lowell 2000 — 2005
BFA, Graphic Design, Art History
Tewksbury Memorial High School 1996 — 2000
Evan Rosenzweig Evan Rosenzweig's Brown Brothers Harriman Experience January 2015 - Present
Job Compensation Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman February 2013 - December 2014
Brown Brothers Harriman June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Team-oriented, Strategic Planning, Financial Analysis, Fundraising, Nonprofits, Leadership, Data Analysis, Teamwork
Education
University of Michigan 2009 — 2012
Bachelor of Science (BS), Economics
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman February 2013 - December 2014
Brown Brothers Harriman June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Team-oriented, Strategic Planning, Financial Analysis, Fundraising, Nonprofits, Leadership, Data Analysis, Teamwork
Education
University of Michigan 2009 — 2012
Bachelor of Science (BS), Economics
Rob Dolbec's Brown Brothers Harriman Experience June 2011 - July 2013
Job Senior Corporate Partnerships Manager at ezCater
Industry Internet
Experience
ezCater April 2015 - Present
ezCater October 2014 - March 2015
ezCater July 2013 - October 2014
Brown Brothers Harriman June 2011 - July 2013
Brown Brothers Harriman November 2010 - June 2011
Moors and Cabot Inc June 2010 - November 2010
Skills
Sales, Microsoft Excel, Microsoft Office
Education
University of Massachusetts Dartmouth 2006 — 2010
B.A. degree, Cum Lade in Finance
North Quincy High
ezCater April 2015 - Present
ezCater October 2014 - March 2015
ezCater July 2013 - October 2014
Brown Brothers Harriman June 2011 - July 2013
Brown Brothers Harriman November 2010 - June 2011
Moors and Cabot Inc June 2010 - November 2010
Skills
Sales, Microsoft Excel, Microsoft Office
Education
University of Massachusetts Dartmouth 2006 — 2010
B.A. degree, Cum Lade in Finance
North Quincy High
Craig Siegenthaler, CFA's Brown Brothers Harriman Experience June 2003 - June 2005
Job Senior Equity Research Analyst at Credit Suisse, Director
Industry Investment Banking
Experience
Credit Suisse June 2005 - Present
Brown Brothers Harriman June 2003 - June 2005
Skills
Asset Managment, Equity Research, Portfolio Management, Alternative Investments, Economics, Investments, Series 7, Mutual Funds, Financial Analysis, Equities, Hedge Funds, Due Diligence, Valuation, Bloomberg, Sell Side, Finance, Quantitative Research, Investment Banking, Trading, Asset Management, Banking, Capital Markets, Options
Education
University of Michigan 1999 — 2003
Bachelor of Engineering (B.E.), Industrial & Operational Engineering
Credit Suisse June 2005 - Present
Brown Brothers Harriman June 2003 - June 2005
Skills
Asset Managment, Equity Research, Portfolio Management, Alternative Investments, Economics, Investments, Series 7, Mutual Funds, Financial Analysis, Equities, Hedge Funds, Due Diligence, Valuation, Bloomberg, Sell Side, Finance, Quantitative Research, Investment Banking, Trading, Asset Management, Banking, Capital Markets, Options
Education
University of Michigan 1999 — 2003
Bachelor of Engineering (B.E.), Industrial & Operational Engineering
Robert Makowski's Brown Brothers Harriman Experience August 2012 - November 2012
Job Tax Specialist at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2012 - Present
Brown Brothers Harriman August 2012 - November 2012
Skills
Analysis, Microsoft Office, HTML, Financial Analysis, Microsoft Excel, Access, PowerPoint, Microsoft Word, Customer Service, Data Analysis, Outlook, Business Strategy, Tax, Tax Accounting, Project Planning, Spreadsheets
Education
University of Vermont 2009 — 2011
B.A., Economics
University of Massachusetts, Amherst 2007 — 2008
University of Massachusetts, Amherst
JPMorgan Chase December 2012 - Present
Brown Brothers Harriman August 2012 - November 2012
Skills
Analysis, Microsoft Office, HTML, Financial Analysis, Microsoft Excel, Access, PowerPoint, Microsoft Word, Customer Service, Data Analysis, Outlook, Business Strategy, Tax, Tax Accounting, Project Planning, Spreadsheets
Education
University of Vermont 2009 — 2011
B.A., Economics
University of Massachusetts, Amherst 2007 — 2008
University of Massachusetts, Amherst
shrikanth iyengar shrikanth iyengar's Brown Brothers Harriman Experience April 2008 - October 2009
Job Sr Oracle Datawarehouse Lead at LiquidNet
Industry Financial Services
Experience
LiquidNet September 2011 - Present
Credit Suisse October 2009 - September 2011
Brown Brothers Harriman April 2008 - October 2009
Susquehanna International Group, LLP April 2006 - April 2008
Protech Solutions May 2005 - May 2006
Mphasis June 2002 - May 2005
Mphasis 2002 - 2005
Skills
Oracle, Informatica, Business Objects, Datawarehousing, PL/SQL, Performance Tuning, Fixed Income, Streams, ETL, Data Migration, Sybase, Data Modeling, Unix Shell Scripting, Oracle SQL, Database Design, Unix, Databases, Business Intelligence, Shell Scripting, Database Administration, SDLC, SQL*Plus, Data Warehousing, Project Management, Architecture, MS Project, Software Project..., SQL Tuning, SQL, Business Analysis, Enterprise Architecture, Requirements Analysis, SOA
Education
Bhavans Collage 1993 — 1997
Bachelor's degree, Physics and computer science
University of Mumbai 1993 — 1997
Bachelors of Science, Physics and Computer Science
LiquidNet September 2011 - Present
Credit Suisse October 2009 - September 2011
Brown Brothers Harriman April 2008 - October 2009
Susquehanna International Group, LLP April 2006 - April 2008
Protech Solutions May 2005 - May 2006
Mphasis June 2002 - May 2005
Mphasis 2002 - 2005
Skills
Oracle, Informatica, Business Objects, Datawarehousing, PL/SQL, Performance Tuning, Fixed Income, Streams, ETL, Data Migration, Sybase, Data Modeling, Unix Shell Scripting, Oracle SQL, Database Design, Unix, Databases, Business Intelligence, Shell Scripting, Database Administration, SDLC, SQL*Plus, Data Warehousing, Project Management, Architecture, MS Project, Software Project..., SQL Tuning, SQL, Business Analysis, Enterprise Architecture, Requirements Analysis, SOA
Education
Bhavans Collage 1993 — 1997
Bachelor's degree, Physics and computer science
University of Mumbai 1993 — 1997
Bachelors of Science, Physics and Computer Science
Ronald Kyi Ronald Kyi's Brown Brothers Harriman Experience August 2006 - January 2012
Job Senior at Ernst & Young
Industry Financial Services
Experience
Ernst & Young January 2012 - Present
Brown Brothers Harriman August 2006 - January 2012
Investors Bank & Trust April 2006 - August 2006
Investors Bank & Trust April 2005 - April 2006
State Street February 2004 - April 2005
Skills
Financial Reporting, Accounting, Tax, Internal Controls, US GAAP, Internal Audit, Auditing, SEC filings, PowerPoint, Portfolio Management, Risk Management, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Investments, Financial Modeling, Microsoft Word, Banking, Private Equity
Education
University of Massachusetts, Amherst 1999 — 2003
Economics
North Quincy High School 1995 — 1999
Ernst & Young January 2012 - Present
Brown Brothers Harriman August 2006 - January 2012
Investors Bank & Trust April 2006 - August 2006
Investors Bank & Trust April 2005 - April 2006
State Street February 2004 - April 2005
Skills
Financial Reporting, Accounting, Tax, Internal Controls, US GAAP, Internal Audit, Auditing, SEC filings, PowerPoint, Portfolio Management, Risk Management, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Investments, Financial Modeling, Microsoft Word, Banking, Private Equity
Education
University of Massachusetts, Amherst 1999 — 2003
Economics
North Quincy High School 1995 — 1999
Prisna Doriscat's Brown Brothers Harriman Experience 2011 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Brown Brothers Harriman 2011 - 2013
Education
University of Massachusetts Lowell 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Brown Brothers Harriman 2011 - 2013
Education
University of Massachusetts Lowell 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Drew Bernhardy Drew Bernhardy's Brown Brothers Harriman Experience June 2014 - Present
Job Supervisor at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman November 2013 - June 2014
Brown Brothers Harriman November 2012 - November 2013
Northwestern Mutual December 2011 - September 2012
Skills
Financial Analysis, Strategic Financial..., Series 6, Series 63, Uniform Combined State..., Wealth Accumulation, Investments, Mutual Funds, Retirement Planning, IRAs, Education Funding, Risk Management, Corporate Finance, Life Insurance, Fixed Annuities, Variable Annuities, Disability Insurance, Long-term Care, Microsoft Office, Microsoft Excel, Managerial Finance
Education
University of Nevada-Las Vegas 2010 — 2012
Bachelor of Science (B.S.), Finance
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman November 2013 - June 2014
Brown Brothers Harriman November 2012 - November 2013
Northwestern Mutual December 2011 - September 2012
Skills
Financial Analysis, Strategic Financial..., Series 6, Series 63, Uniform Combined State..., Wealth Accumulation, Investments, Mutual Funds, Retirement Planning, IRAs, Education Funding, Risk Management, Corporate Finance, Life Insurance, Fixed Annuities, Variable Annuities, Disability Insurance, Long-term Care, Microsoft Office, Microsoft Excel, Managerial Finance
Education
University of Nevada-Las Vegas 2010 — 2012
Bachelor of Science (B.S.), Finance
Casey Rillahan Casey Rillahan's Brown Brothers Harriman Experience October 2005 - May 2007
Job Director of Enrollment MBA Program, North America
Industry Education Management
Experience
Hult International Business School September 2011 - Present
Grand Circle Corporation September 2009 - August 2011
PerkinElmer June 2007 - August 2009
Brown Brothers Harriman October 2005 - May 2007
Skills
Marketing, Public Speaking, Salesforce.com, Social Media, Marketing Strategy, Market Research, Business Development, Customer Service, Team Leadership, New Business Development, Management, Sales, Time Management, Event Planning, Leadership, Recruiting, Strategy, Business Strategy, Training, Marketing Communications
Education
University of New Hampshire 2001 — 2005
B.A. Communication, Communication, Business, Economics, Media Studies
Andover High School 1998 — 2001
Hult International Business School September 2011 - Present
Grand Circle Corporation September 2009 - August 2011
PerkinElmer June 2007 - August 2009
Brown Brothers Harriman October 2005 - May 2007
Skills
Marketing, Public Speaking, Salesforce.com, Social Media, Marketing Strategy, Market Research, Business Development, Customer Service, Team Leadership, New Business Development, Management, Sales, Time Management, Event Planning, Leadership, Recruiting, Strategy, Business Strategy, Training, Marketing Communications
Education
University of New Hampshire 2001 — 2005
B.A. Communication, Communication, Business, Economics, Media Studies
Andover High School 1998 — 2001
Robert Calestino's Brown Brothers Harriman Experience 2012 - June 2015
Job Associate CIB Global Funds at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
Brown Brothers Harriman 2012 - June 2015
Brown Brothers Harriman 2005 - 2012
State Street 2004 - 2005
Skills
Fund Accounting, Bloomberg, Hedge Funds, Financial Analysis, Finance, Securities, Investments, Derivatives, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Internal Controls, Mutual Funds, Auditing, Fixed Income, Equities, Banking, Financial Services, Microsoft Excel, Operations Management
Education
University of Massachusetts, Amherst 1999 — 2004
Bachelor's Degree, Economics
JPMorgan Chase & Co. June 2015 - Present
Brown Brothers Harriman 2012 - June 2015
Brown Brothers Harriman 2005 - 2012
State Street 2004 - 2005
Skills
Fund Accounting, Bloomberg, Hedge Funds, Financial Analysis, Finance, Securities, Investments, Derivatives, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Internal Controls, Mutual Funds, Auditing, Fixed Income, Equities, Banking, Financial Services, Microsoft Excel, Operations Management
Education
University of Massachusetts, Amherst 1999 — 2004
Bachelor's Degree, Economics
Jennifer (LaValley) Doris Jennifer (LaValley) Doris's Brown Brothers Harriman Experience April 2012 - February 2015
Job Aligned Risk Manager at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation February 2015 - Present
Brown Brothers Harriman April 2012 - February 2015
Brown Brothers Harriman October 2009 - April 2012
Brown Brothers Harriman September 2007 - October 2009
Brown Brothers Harriman January 2005 - September 2007
Skills
DTCC, CLS, Equilend, Securities Lending, Settlement, Valuation, Corporate Actions, Bloomberg, Securities, Fixed Income, Equities, SWIFT payments, Foreign Exchange, Risk Management, Middle Office, Financial Services, Collateral Management
Education
University of Massachusetts, Amherst 1999 — 2003
BA, Journalism
The Depository Trust & Clearing Corporation February 2015 - Present
Brown Brothers Harriman April 2012 - February 2015
Brown Brothers Harriman October 2009 - April 2012
Brown Brothers Harriman September 2007 - October 2009
Brown Brothers Harriman January 2005 - September 2007
Skills
DTCC, CLS, Equilend, Securities Lending, Settlement, Valuation, Corporate Actions, Bloomberg, Securities, Fixed Income, Equities, SWIFT payments, Foreign Exchange, Risk Management, Middle Office, Financial Services, Collateral Management
Education
University of Massachusetts, Amherst 1999 — 2003
BA, Journalism
Danielle Tropea's Brown Brothers Harriman Experience July 2012 - April 2013
Job Quantitative Analyst
Industry Insurance
Experience
tonneson + co January 2015 - June 2015
State Street April 2013 - January 2015
Brown Brothers Harriman July 2012 - April 2013
BayCoast Bank September 2008 - July 2012
CVS Caremark Corporation September 2006 - July 2012
Heritage Family Amusements January 2006 - January 2008
Skills
Microsoft Word, Mathematics, Microsoft Office, Microsoft Excel, PowerPoint, Financial Reporting, Time Management, Financial Statements, Management, Customer Service, Analytics, Statistics, Assertiveness, Social Perceptiveness, Friendly Personality, Organization, Investment Banking, Fund Accounting, Fund Administration, ProSystem fx Tax, Tax Accounting
Education
University of Massachusetts Dartmouth 2007 — 2012
Bachelor's Degree, Mathematics, 3.0
Sandwich High School 2003 — 2007
Diploma
tonneson + co January 2015 - June 2015
State Street April 2013 - January 2015
Brown Brothers Harriman July 2012 - April 2013
BayCoast Bank September 2008 - July 2012
CVS Caremark Corporation September 2006 - July 2012
Heritage Family Amusements January 2006 - January 2008
Skills
Microsoft Word, Mathematics, Microsoft Office, Microsoft Excel, PowerPoint, Financial Reporting, Time Management, Financial Statements, Management, Customer Service, Analytics, Statistics, Assertiveness, Social Perceptiveness, Friendly Personality, Organization, Investment Banking, Fund Accounting, Fund Administration, ProSystem fx Tax, Tax Accounting
Education
University of Massachusetts Dartmouth 2007 — 2012
Bachelor's Degree, Mathematics, 3.0
Sandwich High School 2003 — 2007
Diploma
Shawn Morgan Shawn Morgan's Brown Brothers Harriman Experience August 2014 - December 2014
Job Investment Data Specialist at BNP Paribas Investment Partners
Industry Financial Services
Experience
BNP Paribas Investment Partners September 2015 - Present
BNP Paribas Investment Partners July 2015 - September 2015
BNP Paribas Investment Partners January 2015 - July 2015
Brown Brothers Harriman August 2014 - December 2014
NOBEL Systems Inc. June 2013 - August 2013
Ridgewood Public Schools May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Visual Studio, Microsoft Access, Financial Modeling, VBA, Bloomberg Terminal
Education
University of Miami 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
BNP Paribas Investment Partners September 2015 - Present
BNP Paribas Investment Partners July 2015 - September 2015
BNP Paribas Investment Partners January 2015 - July 2015
Brown Brothers Harriman August 2014 - December 2014
NOBEL Systems Inc. June 2013 - August 2013
Ridgewood Public Schools May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Visual Studio, Microsoft Access, Financial Modeling, VBA, Bloomberg Terminal
Education
University of Miami 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Taylor Crocker Taylor Crocker's Brown Brothers Harriman Experience August 2013 - December 2013
Job Analyst at The Mentor Group, Inc.
Industry Investment Banking
Experience
The Mentor Group, Inc. July 2014 - Present
Mosaic Capital LLC January 2014 - June 2014
Culturevate Inc. July 2013 - April 2014
Brown Brothers Harriman August 2013 - December 2013
Skills
Finance, Microsoft Excel, Financial Analysis, Accounting, Financial Reporting, Portfolio Management, Bloomberg Terminal, Valuation, Equity Research, PowerPoint, Microsoft Office, Microsoft Word, Account Reconciliation, Asset Managment, Outlook, Mutual Funds, SAP R/3
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
The Mentor Group, Inc. July 2014 - Present
Mosaic Capital LLC January 2014 - June 2014
Culturevate Inc. July 2013 - April 2014
Brown Brothers Harriman August 2013 - December 2013
Skills
Finance, Microsoft Excel, Financial Analysis, Accounting, Financial Reporting, Portfolio Management, Bloomberg Terminal, Valuation, Equity Research, PowerPoint, Microsoft Office, Microsoft Word, Account Reconciliation, Asset Managment, Outlook, Mutual Funds, SAP R/3
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Edward Mah Edward Mah's Brown Brothers Harriman Experience February 2001 - April 2003
Job PROVEN SPECIALTY PHARMACEUTICAL SALES LEADER WHO CONSISTENTLY EXCEEDS SALES GOALS W/ HIGH LEVEL MANAGED CARE EXPERIENCE
Industry Pharmaceuticals
Experience
Allergan, formerly ACTAVIS PHARMA LIMITED April 2015 - Present
Actavis, Inc. August 2013 - November 2014
Actavis March 2010 - August 2013
Konica Minolta Business Solutions U.S.A., Inc. October 2008 - February 2010
U.S. Home & Loans June 2005 - October 2008
Bank of America (Previously Countrywide Home Loans) December 2003 - June 2005
Staples Business Advantage May 2003 - December 2003
Brown Brothers Harriman February 2001 - April 2003
Skills
Cold Calling, Sales Operations, Business Development, Sales, Management, Managed Care, Urology, Selling Skills, Account Management, Sales Management, Sales Process, Sales Presentations, Direct Sales, New Business Development, Sales Force Development, Product Launch, B2B, Contract Negotiation, Marketing
Education
University of Massachusetts, Amherst
Bachelor's degree, Communications and Economics
Allergan, formerly ACTAVIS PHARMA LIMITED April 2015 - Present
Actavis, Inc. August 2013 - November 2014
Actavis March 2010 - August 2013
Konica Minolta Business Solutions U.S.A., Inc. October 2008 - February 2010
U.S. Home & Loans June 2005 - October 2008
Bank of America (Previously Countrywide Home Loans) December 2003 - June 2005
Staples Business Advantage May 2003 - December 2003
Brown Brothers Harriman February 2001 - April 2003
Skills
Cold Calling, Sales Operations, Business Development, Sales, Management, Managed Care, Urology, Selling Skills, Account Management, Sales Management, Sales Process, Sales Presentations, Direct Sales, New Business Development, Sales Force Development, Product Launch, B2B, Contract Negotiation, Marketing
Education
University of Massachusetts, Amherst
Bachelor's degree, Communications and Economics
Steve Colantonio Steve Colantonio's Brown Brothers Harriman Experience September 2007 - Present
Job Assistant Vice President
Industry Accounting
Experience
Brown Brothers Harriman September 2007 - Present
State Street Bank July 2006 - September 2007
Skills
Accounting
Education
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science (BS), Accounting
Brown Brothers Harriman September 2007 - Present
State Street Bank July 2006 - September 2007
Skills
Accounting
Education
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science (BS), Accounting
Darrell Thompson Darrell Thompson's Brown Brothers Harriman Experience June 2008 - September 2012
Job Business Systems Analyst at Eaton Vance
Industry Investment Banking
Experience
Eaton Vance May 2014 - Present
Eagle Investment Systems November 2013 - May 2014
Wipro Consulting October 2012 - October 2013
Brown Brothers Harriman June 2008 - September 2012
Investors Bank & Trust 2001 - 2008
Skills
Business Analysis, Derivatives, Equities, Financial Modeling, Financial Services, Risk Management, Financial Analysis, Valuation, Investments, Requirements Gathering, SDLC, Bloomberg, Fixed Income, Mutual Funds, SQL, Securities, Corporate Actions, Strategic Planning
Education
University of Massachusetts, Amherst 1996 — 2001
Bachelor of Science (B.S.), Economics
Eaton Vance May 2014 - Present
Eagle Investment Systems November 2013 - May 2014
Wipro Consulting October 2012 - October 2013
Brown Brothers Harriman June 2008 - September 2012
Investors Bank & Trust 2001 - 2008
Skills
Business Analysis, Derivatives, Equities, Financial Modeling, Financial Services, Risk Management, Financial Analysis, Valuation, Investments, Requirements Gathering, SDLC, Bloomberg, Fixed Income, Mutual Funds, SQL, Securities, Corporate Actions, Strategic Planning
Education
University of Massachusetts, Amherst 1996 — 2001
Bachelor of Science (B.S.), Economics
Pei-Ju Chen Pei-Ju Chen's Brown Brothers Harriman Experience March 2015 - Present
Job Senior Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
State Street September 2012 - March 2015
State Street October 2010 - September 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Data Entry, Customer Service, PowerPoint, Management, Custody, Access, Team Building, Team Leadership, Teamwork, Teaching, Training, Bloomberg, Equities, Derivatives, Financial Reporting, Financial Services, Corporate Actions, Securities
Education
University of Massachusetts, Amherst 2005 — 2010
Bachelor of Arts (B.A.), Philosophy, 3.6 out of 4.0
Brown Brothers Harriman March 2015 - Present
State Street September 2012 - March 2015
State Street October 2010 - September 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Data Entry, Customer Service, PowerPoint, Management, Custody, Access, Team Building, Team Leadership, Teamwork, Teaching, Training, Bloomberg, Equities, Derivatives, Financial Reporting, Financial Services, Corporate Actions, Securities
Education
University of Massachusetts, Amherst 2005 — 2010
Bachelor of Arts (B.A.), Philosophy, 3.6 out of 4.0
Myles Sullivan'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
UMass Dartmouth 2013 - 2014
The Adirondack Club June 2007 - August 2012
Skills
Financial Analysis, Evaluation, Investment Management, Team Management, Financial Forecasting, Market Research, Management, Investments, Financial Modeling, Economics, Time Management, Finance, Mutual Funds
Education
University of Massachusetts Dartmouth 2010 — 2014
Bachelor of Science (BS), Finance, Concentration in Corporate Finance & Investment Management
Franklin High School 2006 — 2010
High School Degree
Brown Brothers Harriman August 2014 - Present
UMass Dartmouth 2013 - 2014
The Adirondack Club June 2007 - August 2012
Skills
Financial Analysis, Evaluation, Investment Management, Team Management, Financial Forecasting, Market Research, Management, Investments, Financial Modeling, Economics, Time Management, Finance, Mutual Funds
Education
University of Massachusetts Dartmouth 2010 — 2014
Bachelor of Science (BS), Finance, Concentration in Corporate Finance & Investment Management
Franklin High School 2006 — 2010
High School Degree
Chris DeSimone Chris DeSimone's Brown Brothers Harriman Experience April 2006 - August 2008
Job Chief Strategy Officer at DayBlink Consulting
Industry Management Consulting
Experience
DayBlink Consulting January 2014 - Present
MorganFranklin Corporation June 2012 - December 2013
Accenture Institute for High Performance May 2011 - August 2011
Brown Brothers Harriman & Co August 2008 - April 2010
Brown Brothers Harriman April 2006 - August 2008
Brown Brothers Harriman December 2004 - April 2006
Skills
Strategy, Banking, Risk Management, Process Improvement, Management Consulting, Financial Modeling, Financial Risk, Business Strategy, Business Development, Program Management, Project Management, Financial Analysis, Analytics, Accounting, Consulting, Start-ups
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts, Economics
DayBlink Consulting January 2014 - Present
MorganFranklin Corporation June 2012 - December 2013
Accenture Institute for High Performance May 2011 - August 2011
Brown Brothers Harriman & Co August 2008 - April 2010
Brown Brothers Harriman April 2006 - August 2008
Brown Brothers Harriman December 2004 - April 2006
Skills
Strategy, Banking, Risk Management, Process Improvement, Management Consulting, Financial Modeling, Financial Risk, Business Strategy, Business Development, Program Management, Project Management, Financial Analysis, Analytics, Accounting, Consulting, Start-ups
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts, Economics
Michael Shields's Brown Brothers Harriman Experience August 2004 - September 2005
Job Oracle Field Security Sales Manager Identity and Access Management/Database Security
Industry Computer Software
Experience
Oracle August 2011 - Present
Oracle March 2008 - August 2011
Acronis May 2006 - March 2008
CW Capital September 2005 - April 2006
Brown Brothers Harriman August 2004 - September 2005
Skills
Security Architecture..., Cloud Computing, SaaS, Strategy, Solution Selling, Enterprise Software, Engineering, Entrepreneurship, Risk Assessment, Compliance, Information Security..., Network Security, Corporate Governance, Management, Sales, Security, Oracle, Vendor Management, Sales Operations, Integration, Product Management, Leadership, Program Management, Program management
Education
University of Massachusetts, Amherst 1996 — 2001
BS, Business/Corporate Communications
University of Massachusetts Dartmouth 1996 — 1998
Bachelor of Science (BS), Finance
Cohasset High School
Diploma, General Studies
Oracle August 2011 - Present
Oracle March 2008 - August 2011
Acronis May 2006 - March 2008
CW Capital September 2005 - April 2006
Brown Brothers Harriman August 2004 - September 2005
Skills
Security Architecture..., Cloud Computing, SaaS, Strategy, Solution Selling, Enterprise Software, Engineering, Entrepreneurship, Risk Assessment, Compliance, Information Security..., Network Security, Corporate Governance, Management, Sales, Security, Oracle, Vendor Management, Sales Operations, Integration, Product Management, Leadership, Program Management, Program management
Education
University of Massachusetts, Amherst 1996 — 2001
BS, Business/Corporate Communications
University of Massachusetts Dartmouth 1996 — 1998
Bachelor of Science (BS), Finance
Cohasset High School
Diploma, General Studies
Lindsey Golden's Brown Brothers Harriman Experience November 2010 - June 2012
Job Senior Recruiter; Diversity Specialist at Federal Reserve Bank of Boston
Industry Financial Services
Experience
Federal Reserve Bank of Boston July 2013 - Present
Federal Reserve Bank of Boston June 2012 - July 2013
Brown Brothers Harriman November 2010 - June 2012
Skills
PowerPoint, Leadership Development, Risk Management, Financial Services, PeopleSoft, Executive Search, Succession Planning, Applicant Tracking..., Human Resources, Technical Recruiting, Microsoft Office, Onboarding, Financial Modeling, Process Improvement
Education
University of Vermont 2007 — 2009
Bachelor of Science, Public Communication
University of Miami 2005 — 2007
Arts and Sciences
Milton Academy
Federal Reserve Bank of Boston July 2013 - Present
Federal Reserve Bank of Boston June 2012 - July 2013
Brown Brothers Harriman November 2010 - June 2012
Skills
PowerPoint, Leadership Development, Risk Management, Financial Services, PeopleSoft, Executive Search, Succession Planning, Applicant Tracking..., Human Resources, Technical Recruiting, Microsoft Office, Onboarding, Financial Modeling, Process Improvement
Education
University of Vermont 2007 — 2009
Bachelor of Science, Public Communication
University of Miami 2005 — 2007
Arts and Sciences
Milton Academy
Chris Comerford's Brown Brothers Harriman Experience May 2015 - Present
Job Supervisor
Industry Accounting
Experience
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman June 2014 - May 2015
BNY Mellon December 2012 - June 2014
BNY Mellon September 2011 - December 2012
William Gallagher Associates November 2009 - August 2011
William Gallagher Associates August 2009 - November 2009
BTS Asset Management February 2009 - May 2009
Skills
Insurance, Analysis, Accounts Payable, Microsoft Office, Management, Risk Management, Financial Analysis, Accounting, Microsoft Excel, Property & Casualty..., Outlook, PowerPoint, Microsoft Word, Customer Service, Investments, Fixed Income, Emerging Markets, Frontier Markets
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelors, Political Science
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman June 2014 - May 2015
BNY Mellon December 2012 - June 2014
BNY Mellon September 2011 - December 2012
William Gallagher Associates November 2009 - August 2011
William Gallagher Associates August 2009 - November 2009
BTS Asset Management February 2009 - May 2009
Skills
Insurance, Analysis, Accounts Payable, Microsoft Office, Management, Risk Management, Financial Analysis, Accounting, Microsoft Excel, Property & Casualty..., Outlook, PowerPoint, Microsoft Word, Customer Service, Investments, Fixed Income, Emerging Markets, Frontier Markets
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelors, Political Science
Michael Pungitore Michael Pungitore's Brown Brothers Harriman Experience June 2008 - September 2010
Job Entrepreneur
Industry Consumer Services
Experience
Pungitore Irrigation & Fertilizer March 2014 - Present
Pungitore Landscaping June 1999 - Present
Club Casa Tanning August 2011 - Present
MyCarVote.com October 2009 - Present
Brown Brothers Harriman June 2008 - September 2010
DHK Financial Advisors January 2008 - May 2008
Brown Brothers Harriman June 2007 - September 2007
Skills
Word, Excel, Microsoft Office, PowerPoint, Customer Relations, Customer Service, Social Media Marketing, Microsoft Word, Microsoft Excel, Social Networking, Facebook, Marketing Strategy, Online Marketing, New Business Development, Entrepreneurship
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Finance, Business
Hingham High School
Pungitore Irrigation & Fertilizer March 2014 - Present
Pungitore Landscaping June 1999 - Present
Club Casa Tanning August 2011 - Present
MyCarVote.com October 2009 - Present
Brown Brothers Harriman June 2008 - September 2010
DHK Financial Advisors January 2008 - May 2008
Brown Brothers Harriman June 2007 - September 2007
Skills
Word, Excel, Microsoft Office, PowerPoint, Customer Relations, Customer Service, Social Media Marketing, Microsoft Word, Microsoft Excel, Social Networking, Facebook, Marketing Strategy, Online Marketing, New Business Development, Entrepreneurship
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Finance, Business
Hingham High School
Anshul S. Anshul S.'s Brown Brothers Harriman Experience December 2011 - May 2012
Job Sales Manager at Independent Vapor
Industry Investment Management
Experience
Independent Vapor January 2014 - Present
Interactive Data July 2013 - Present
Brown Brothers Harriman December 2011 - May 2012
JPMorgan Chase July 2009 - April 2010
State Street Bank October 2006 - May 2009
State Street Bank October 2006 - April 2008
Skills
Microsoft Office, Hyperion, Unity, Financial Reporting, Bloomberg, Reconciliation, Lotus Notes, PeopleSoft, Public Speaking, Travel, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Creative Writing, General Ledger, Internet, Leadership, Problem Solving, Account Reconciliation, Mutual Funds, SharePoint, Salesforce.com, Corporate Actions, Alternative Investments, Data Analysis, Equities, Financial Accounting, Fixed Income, Securities, Investments, Auditing, Corporate Finance
Education
University of Massachusetts at Lowell 2001 — 2005
BBA, Management Information Systems
Grafton Senior Memorial High School 1998 — 2001
Diploma, Diploma
Graduate of NAPSRx®'s Pharmacology/Pharmaceutical Sales Training Program 2013
Independent Vapor January 2014 - Present
Interactive Data July 2013 - Present
Brown Brothers Harriman December 2011 - May 2012
JPMorgan Chase July 2009 - April 2010
State Street Bank October 2006 - May 2009
State Street Bank October 2006 - April 2008
Skills
Microsoft Office, Hyperion, Unity, Financial Reporting, Bloomberg, Reconciliation, Lotus Notes, PeopleSoft, Public Speaking, Travel, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Creative Writing, General Ledger, Internet, Leadership, Problem Solving, Account Reconciliation, Mutual Funds, SharePoint, Salesforce.com, Corporate Actions, Alternative Investments, Data Analysis, Equities, Financial Accounting, Fixed Income, Securities, Investments, Auditing, Corporate Finance
Education
University of Massachusetts at Lowell 2001 — 2005
BBA, Management Information Systems
Grafton Senior Memorial High School 1998 — 2001
Diploma, Diploma
Graduate of NAPSRx®'s Pharmacology/Pharmaceutical Sales Training Program 2013
Lauren Ferreira Lauren Ferreira's Brown Brothers Harriman Experience October 2013 - Present
Job Senior Audit Control Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Santander Bank, N.A. March 2015 - Present
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman October 2011 - Present
State Street August 2010 - September 2011
Ruby Tuesday July 2005 - August 2010
University of Massachusetts October 2006 - May 2007
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science, Finance
Santander Bank, N.A. March 2015 - Present
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman October 2011 - Present
State Street August 2010 - September 2011
Ruby Tuesday July 2005 - August 2010
University of Massachusetts October 2006 - May 2007
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science, Finance
Livia Foo Livia Foo's Brown Brothers Harriman Experience December 1998 - April 2000
Job Director, American Express
Industry Financial Services
Experience
American Express June 2011 - Present
American Express April 2009 - June 2011
American Express June 2006 - April 2009
GE Capital July 2005 - June 2006
Pioneer Investments April 2000 - May 2003
Brown Brothers Harriman December 1998 - April 2000
Pro Capital, Ltd. June 1997 - August 1997
Skills
Relationship Management, Data Analysis, Project Management, Plannning, Financial Modeling, Financial Analysis, Portfolio Management, Analytics, Valuation, Financial Services, Risk Management, Corporate Finance, Strategic Planning, Forecasting, Credit Cards, Finance, Mergers & Acquisitions, Analysis, Business Planning, Leadership
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2005
MBA, Competitive & Organizational Strategy, Marketing (w/ emphasis in Brand Management)
University of Michigan 1994 — 1998
BA, Economics
American Express June 2011 - Present
American Express April 2009 - June 2011
American Express June 2006 - April 2009
GE Capital July 2005 - June 2006
Pioneer Investments April 2000 - May 2003
Brown Brothers Harriman December 1998 - April 2000
Pro Capital, Ltd. June 1997 - August 1997
Skills
Relationship Management, Data Analysis, Project Management, Plannning, Financial Modeling, Financial Analysis, Portfolio Management, Analytics, Valuation, Financial Services, Risk Management, Corporate Finance, Strategic Planning, Forecasting, Credit Cards, Finance, Mergers & Acquisitions, Analysis, Business Planning, Leadership
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2005
MBA, Competitive & Organizational Strategy, Marketing (w/ emphasis in Brand Management)
University of Michigan 1994 — 1998
BA, Economics
Satyendra Polavarapu's Brown Brothers Harriman Experience August 2013 - September 2014
Job Investor Relations Associate at Sharon Merrill
Industry Financial Services
Experience
Sharon Merrill October 2014 - Present
Brown Brothers Harriman August 2013 - September 2014
InCrowd, Inc January 2013 - July 2013
Ubiqi Health, Inc. June 2012 - December 2012
VITA January 2012 - May 2012
Luvn’Local January 2012 - May 2012
Alma Del Mar September 2011 - April 2012
iPresent Communications June 2011 - August 2011
Sears Holdings Corporation May 2008 - September 2008
Boys and Girls Clubs of America May 2007 - September 2007
Skills
Business Analysis, Business Development, Data Analysis, Projection Modeling, Marketing Research, Social Media Marketing, Team Leadership, Youth Mentoring, Statistics, Financial Analysis, Market Research, Microsoft Excel, Management
Education
University of Massachusetts Dartmouth 2008 — 2013
Bachelors, Finance
Sharon Merrill October 2014 - Present
Brown Brothers Harriman August 2013 - September 2014
InCrowd, Inc January 2013 - July 2013
Ubiqi Health, Inc. June 2012 - December 2012
VITA January 2012 - May 2012
Luvn’Local January 2012 - May 2012
Alma Del Mar September 2011 - April 2012
iPresent Communications June 2011 - August 2011
Sears Holdings Corporation May 2008 - September 2008
Boys and Girls Clubs of America May 2007 - September 2007
Skills
Business Analysis, Business Development, Data Analysis, Projection Modeling, Marketing Research, Social Media Marketing, Team Leadership, Youth Mentoring, Statistics, Financial Analysis, Market Research, Microsoft Excel, Management
Education
University of Massachusetts Dartmouth 2008 — 2013
Bachelors, Finance
Patricia Cregan's Brown Brothers Harriman Experience June 2015 - Present
Job Operational Specialist at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman June 2015 - Present
Better Community Living Inc November 2014 - July 2015
Dunkin' Brands February 2012 - February 2015
Skills
Budgets, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Forecasting, Business Planning, Accounts Payable, Account Reconciliation
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor's degree, Accounting
Brown Brothers Harriman June 2015 - Present
Better Community Living Inc November 2014 - July 2015
Dunkin' Brands February 2012 - February 2015
Skills
Budgets, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Forecasting, Business Planning, Accounts Payable, Account Reconciliation
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor's degree, Accounting
Rasild Lici Rasild Lici's Brown Brothers Harriman Experience April 2015 - Present
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Citizens Bank July 2014 - February 2015
Enterprise Rent-A-Car May 2013 - July 2014
Enterprise Rent-A-Car May 2013 - May 2014
Skills
Economics, Research, Microsoft Office, Data Analysis, Political Polling, Stata, Investments, Foreign Languages, Sales, Customer Service, Market Research, Marketing Strategy, Time Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (B.A.), Economics (Double Major in Political Science)
Brown Brothers Harriman April 2015 - Present
Citizens Bank July 2014 - February 2015
Enterprise Rent-A-Car May 2013 - July 2014
Enterprise Rent-A-Car May 2013 - May 2014
Skills
Economics, Research, Microsoft Office, Data Analysis, Political Polling, Stata, Investments, Foreign Languages, Sales, Customer Service, Market Research, Marketing Strategy, Time Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (B.A.), Economics (Double Major in Political Science)
Jarrod Klaassen's Brown Brothers Harriman Experience March 2007 - June 2012
Job Assistant Vice President Global ETF Services
Industry Financial Services
Experience
State Street Bank July 2012 - Present
Brown Brothers Harriman March 2007 - June 2012
State Street 2002 - 2007
Skills
ETFs, Mutual Funds, Client Service Oriented, Fixed Income, Derivatives, Investments, Fund Accounting, Management, Hedge Funds, Alternative Investments, Financial Services, Equities, Corporate Actions, Securities, Bloomberg, Global Custody, Bloomberg Terminal, Fund Of Funds, Financial Analysis, Accounting, Bonds, Swaps
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Science (B.S.), Finance
State Street Bank July 2012 - Present
Brown Brothers Harriman March 2007 - June 2012
State Street 2002 - 2007
Skills
ETFs, Mutual Funds, Client Service Oriented, Fixed Income, Derivatives, Investments, Fund Accounting, Management, Hedge Funds, Alternative Investments, Financial Services, Equities, Corporate Actions, Securities, Bloomberg, Global Custody, Bloomberg Terminal, Fund Of Funds, Financial Analysis, Accounting, Bonds, Swaps
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Science (B.S.), Finance
Srinivasa Iyengar's Brown Brothers Harriman Experience March 2013 - Present
Job AVP at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2013 - Present
Supervalu Inc. May 1999 - Present
Shaw's Supermarkets 1999 - 2008
Education
University of Mysore 1991 — 1993
Masters, Physics
JSS School, Mysore
Brown Brothers Harriman March 2013 - Present
Supervalu Inc. May 1999 - Present
Shaw's Supermarkets 1999 - 2008
Education
University of Mysore 1991 — 1993
Masters, Physics
JSS School, Mysore
John Riley's Brown Brothers Harriman Experience 2011 - 2013
Job Chief Marketing Officer at DST Systems
Industry Marketing and Advertising
Experience
DST Systems January 2014 - Present
Brown Brothers Harriman 2011 - 2013
Keane (now NTT Data) 2008 - 2010
Investors Bank & Trust 2006 - 2008
TriSixty Security 2004 - 2006
State Street 1997 - 2003
Malden Mills 1995 - 1997
Polaroid 1991 - 1995
Guest Quarters Suite Hotels 1989 - 1991
Hunneman & Company/Better Homes and Gardens 1987 - 1989
Education
University of Massachusetts, Amherst
B.A., English
DST Systems January 2014 - Present
Brown Brothers Harriman 2011 - 2013
Keane (now NTT Data) 2008 - 2010
Investors Bank & Trust 2006 - 2008
TriSixty Security 2004 - 2006
State Street 1997 - 2003
Malden Mills 1995 - 1997
Polaroid 1991 - 1995
Guest Quarters Suite Hotels 1989 - 1991
Hunneman & Company/Better Homes and Gardens 1987 - 1989
Education
University of Massachusetts, Amherst
B.A., English
Diane (McVicar) Dwyer's Brown Brothers Harriman Experience December 1998 - August 2000
Job Special Education Teacher
Industry Education Management
Experience
MMC 20/20 September 2005 - April 2011
BT Conferencing May 2002 - September 2005
Akamai Technologies September 2000 - January 2002
Brown Brothers Harriman December 1998 - August 2000
Cambridge Technology Partners 1993 - 1998
Education
Curry College 2011 — 2012
Master of Education (M.Ed.), Special Education Mod. PreK-8
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts (B.A.), Communications
MMC 20/20 September 2005 - April 2011
BT Conferencing May 2002 - September 2005
Akamai Technologies September 2000 - January 2002
Brown Brothers Harriman December 1998 - August 2000
Cambridge Technology Partners 1993 - 1998
Education
Curry College 2011 — 2012
Master of Education (M.Ed.), Special Education Mod. PreK-8
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts (B.A.), Communications
Racheal Obayogie's Brown Brothers Harriman Experience July 2011 - December 2011
Job Control Analyst at Citizens Bank
Industry Investment Banking
Experience
RBS Citizens Group October 2012 - Present
IBG TAX SERVICE June 2012 - August 2012
Brown Brothers Harriman July 2011 - December 2011
MELLON BANK OF NEW YORK July 2008 - August 2010
JP MORGAN CHASE WORLDWIDE SECURITIES SERVICES June 2007 - July 2008
INVESTORS BANK AND TRUST/STATE STREET CORP July 2005 - June 2007
STATE STREET CORPORATION January 2002 - January 2005
Skills
Hedge Funds, Securities, Fund Accounting, Financial Analysis, Mutual Funds, Accounting, Financial Reporting, Investments, Bloomberg, Equities, Tax, Financial Accounting, Microsoft Excel, Budgets
Education
University of Massachusetts Lowell 1999 — 2002
Bachelor of Science (B.Sc.), Business Administration
RBS Citizens Group October 2012 - Present
IBG TAX SERVICE June 2012 - August 2012
Brown Brothers Harriman July 2011 - December 2011
MELLON BANK OF NEW YORK July 2008 - August 2010
JP MORGAN CHASE WORLDWIDE SECURITIES SERVICES June 2007 - July 2008
INVESTORS BANK AND TRUST/STATE STREET CORP July 2005 - June 2007
STATE STREET CORPORATION January 2002 - January 2005
Skills
Hedge Funds, Securities, Fund Accounting, Financial Analysis, Mutual Funds, Accounting, Financial Reporting, Investments, Bloomberg, Equities, Tax, Financial Accounting, Microsoft Excel, Budgets
Education
University of Massachusetts Lowell 1999 — 2002
Bachelor of Science (B.Sc.), Business Administration
Adam Quimby's Brown Brothers Harriman Experience January 2005 - September 2007
Job Risk Analyst at Brown Brothers Harriman
Industry Banking
Experience
Quimby Inc. September 2007 - Present
Brown Brothers Harriman January 2005 - September 2007
Skills
Fixed Income, Bloomberg, Derivatives, Equities, Portfolio Management, Risk Management, Financial Risk, Financial Modeling, Banking, Financial Analysis, Hedge Funds, Credit Risk
Education
University of Massachusetts Dartmouth 1993 — 1997
Quimby Inc. September 2007 - Present
Brown Brothers Harriman January 2005 - September 2007
Skills
Fixed Income, Bloomberg, Derivatives, Equities, Portfolio Management, Risk Management, Financial Risk, Financial Modeling, Banking, Financial Analysis, Hedge Funds, Credit Risk
Education
University of Massachusetts Dartmouth 1993 — 1997
Beth Rothschild's Brown Brothers Harriman Experience April 2000 - November 2000
Job CEO at Krieger Consulting
Industry Financial Services
Experience
Krieger Consulting LLC July 2014 - Present
BNP Paribas May 2010 - July 2013
UBS Wealth Management October 2007 - April 2009
Pershing, a BNY Mellon company December 2006 - September 2007
Deutsche Bank January 2001 - November 2006
Brown Brothers Harriman April 2000 - November 2000
Salomon Smith Barney August 1999 - March 2000
Prudential Financial January 1997 - July 1999
ING March 1996 - December 1996
Salomon Brothers November 1993 - February 1996
Skills
Financial Services, Capital Markets, Finance, Leadership, Risk Management, Management, Portfolio Management, Derivatives, Financial Modeling, Investment Banking, Program Management, Asset Management, Asset Managment, Project Management, Editing, Marketing Communications, Internal Communications, Supervisory Skills, Document Review, Compliance, process improvement, technical writing, Technical Writing, Securities, Equities
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Marketing
University of Pennsylvania
Bachelor's Degree, American Civilization, Fine Arts
Krieger Consulting LLC July 2014 - Present
BNP Paribas May 2010 - July 2013
UBS Wealth Management October 2007 - April 2009
Pershing, a BNY Mellon company December 2006 - September 2007
Deutsche Bank January 2001 - November 2006
Brown Brothers Harriman April 2000 - November 2000
Salomon Smith Barney August 1999 - March 2000
Prudential Financial January 1997 - July 1999
ING March 1996 - December 1996
Salomon Brothers November 1993 - February 1996
Skills
Financial Services, Capital Markets, Finance, Leadership, Risk Management, Management, Portfolio Management, Derivatives, Financial Modeling, Investment Banking, Program Management, Asset Management, Asset Managment, Project Management, Editing, Marketing Communications, Internal Communications, Supervisory Skills, Document Review, Compliance, process improvement, technical writing, Technical Writing, Securities, Equities
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Marketing
University of Pennsylvania
Bachelor's Degree, American Civilization, Fine Arts
Jason Summers's Brown Brothers Harriman Experience June 2006 - April 2007
Job VP
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Kurt Salmon October 2013 - June 2015
First Manhattan Consulting Group August 2012 - July 2013
Capco February 2010 - August 2012
Columbus Avenue Consulting June 2008 - February 2010
Deutsche Bank June 2007 - June 2008
Brown Brothers Harriman June 2006 - April 2007
Skills
Financial Modeling, Management Consulting, Strategy, Valuation, Business Analysis, Investment Banking, Asset Management, Leadership, Business Strategy, Portfolio Management, Wealth Management, Financial Services, Consulting, Capital Markets, Risk Management, Financial Analysis, Finance, Management, Business Process..., Program Management, Project Management, Financial Technology, Banking Technologies, Strategy Alignment, Organizational Design, Retail Banking, Mortgage Banking, Commercial Banking, Trading Systems, Operational Risk..., Operations Management, Regulatory Reporting
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA), Economics
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Kurt Salmon October 2013 - June 2015
First Manhattan Consulting Group August 2012 - July 2013
Capco February 2010 - August 2012
Columbus Avenue Consulting June 2008 - February 2010
Deutsche Bank June 2007 - June 2008
Brown Brothers Harriman June 2006 - April 2007
Skills
Financial Modeling, Management Consulting, Strategy, Valuation, Business Analysis, Investment Banking, Asset Management, Leadership, Business Strategy, Portfolio Management, Wealth Management, Financial Services, Consulting, Capital Markets, Risk Management, Financial Analysis, Finance, Management, Business Process..., Program Management, Project Management, Financial Technology, Banking Technologies, Strategy Alignment, Organizational Design, Retail Banking, Mortgage Banking, Commercial Banking, Trading Systems, Operational Risk..., Operations Management, Regulatory Reporting
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA), Economics
Sela Tim's Brown Brothers Harriman Experience April 2008 - October 2008
Job Data and Pricing Analyst at Interactive Data
Industry Financial Services
Experience
Interactive Data December 2008 - September 2014
Brown Brothers Harriman April 2008 - October 2008
SCS Financial April 2007 - December 2007
Mercer 2005 - 2006
Skills
Mutual Funds, Derivatives, Equities, Fixed Income, Bloomberg, Asset Management, Financial Modeling, Asset Allocation, Financial Analysis, Investments, Equity Research, Risk Management, System Monitoring, Data Analysis, Alternative Investments, Microsoft Office, Management, Microsoft Excel
Education
University of Massachusetts at Lowell 1999 — 2004
Bachelor of Science Degree in Business Administration, Dual Concentration in MIS and Finance
Interactive Data December 2008 - September 2014
Brown Brothers Harriman April 2008 - October 2008
SCS Financial April 2007 - December 2007
Mercer 2005 - 2006
Skills
Mutual Funds, Derivatives, Equities, Fixed Income, Bloomberg, Asset Management, Financial Modeling, Asset Allocation, Financial Analysis, Investments, Equity Research, Risk Management, System Monitoring, Data Analysis, Alternative Investments, Microsoft Office, Management, Microsoft Excel
Education
University of Massachusetts at Lowell 1999 — 2004
Bachelor of Science Degree in Business Administration, Dual Concentration in MIS and Finance
Peter Feder's Brown Brothers Harriman Experience August 1987 - June 2000
Job Registered Representative Member of New York Life's Executive Council
Industry Insurance
Experience
Bank of America Merrill Lynch August 2015 - Present
New York Life Insurance Company August 2012 - Present
A.G. Edwards June 2000 - December 2007
Brown Brothers Harriman August 1987 - June 2000
Advest March 1983 - August 1987
Instinet September 1981 - September 1982
Evans and Co March 1981 - September 1981
European-American Bank October 1980 - March 1981
Heritage Bank December 1979 - September 1980
Skills
Customer Relations, Selling, New Business Development, Account Management, Capital Markets, Trading, Series 7, Equities, Series 63, Research, Mutual Funds, Hedge Funds, Financial Markets, Equity Research, Equity Trading, Retirement Planning, CRM, Investments, Risk Management, Asset Managment, ETFs, Securities, Retirement, Portfolio Management, Life Insurance, Investment Strategies, Alternative Investments, Financial Services, Wealth Management, Options, Fixed Income, Bloomberg, Fixed Annuities, Strategic Financial..., Sales, Insurance, Long-term Care, Estate Planning, Stock Market, Bonds, Investment Advisory, Asset Allocation, Asset Management
Education
University of New Hampshire 1973 — 1978
economics, economics, chemistry
New York Institute of Finance
New York University
University of New Hampshire
BS, Economics
University of New Hampshire - Whittemore School of Business and Economics
madison High School
Bank of America Merrill Lynch August 2015 - Present
New York Life Insurance Company August 2012 - Present
A.G. Edwards June 2000 - December 2007
Brown Brothers Harriman August 1987 - June 2000
Advest March 1983 - August 1987
Instinet September 1981 - September 1982
Evans and Co March 1981 - September 1981
European-American Bank October 1980 - March 1981
Heritage Bank December 1979 - September 1980
Skills
Customer Relations, Selling, New Business Development, Account Management, Capital Markets, Trading, Series 7, Equities, Series 63, Research, Mutual Funds, Hedge Funds, Financial Markets, Equity Research, Equity Trading, Retirement Planning, CRM, Investments, Risk Management, Asset Managment, ETFs, Securities, Retirement, Portfolio Management, Life Insurance, Investment Strategies, Alternative Investments, Financial Services, Wealth Management, Options, Fixed Income, Bloomberg, Fixed Annuities, Strategic Financial..., Sales, Insurance, Long-term Care, Estate Planning, Stock Market, Bonds, Investment Advisory, Asset Allocation, Asset Management
Education
University of New Hampshire 1973 — 1978
economics, economics, chemistry
New York Institute of Finance
New York University
University of New Hampshire
BS, Economics
University of New Hampshire - Whittemore School of Business and Economics
madison High School
Robert Marciano's Brown Brothers Harriman Experience 1987 - 1994
Job Vice President
Industry Financial Services
Experience
State Street Bank June 1994 - Present
Brown Brothers Harriman 1987 - 1994
Skills
Mutual Funds, Banking, PMO, Customer Relations, Operations Management, Program Management, Product Management, Strategic Planning, Six Sigma, Change Management, PMP, Requirements Analysis, Mentoring, Process Improvement, Product Development, New Business Development, Business Management, Product Marketing, Equities, Fixed Income, Securities, Asset Management, Derivatives, SDLC, Middle Office, Securities Lending, Fund Accounting, Corporate Actions, Financial Services
Education
University of Massachusetts Dartmouth 1982 — 1986
Finance
State Street Bank June 1994 - Present
Brown Brothers Harriman 1987 - 1994
Skills
Mutual Funds, Banking, PMO, Customer Relations, Operations Management, Program Management, Product Management, Strategic Planning, Six Sigma, Change Management, PMP, Requirements Analysis, Mentoring, Process Improvement, Product Development, New Business Development, Business Management, Product Marketing, Equities, Fixed Income, Securities, Asset Management, Derivatives, SDLC, Middle Office, Securities Lending, Fund Accounting, Corporate Actions, Financial Services
Education
University of Massachusetts Dartmouth 1982 — 1986
Finance
Prashant Gera's Brown Brothers Harriman Experience March 2008 - March 2009
Job Manager of Software Development at Pearson
Industry Information Technology and Services
Experience
Pearson North America July 2012 - Present
IntraLinks October 2009 - June 2012
Standard & Poor's March 2009 - October 2009
Brown Brothers Harriman March 2008 - March 2009
State Street Bank January 2002 - March 2008
Datamatic India January 1998 - October 2002
Skills
Java, Spring, Hibernate, Struts, Financial Services, RESTful WebServices, Investment Banking, Agile Methodologies
Education
University of Mumbai
Bachelor of Engineering, Electronics
Pearson North America July 2012 - Present
IntraLinks October 2009 - June 2012
Standard & Poor's March 2009 - October 2009
Brown Brothers Harriman March 2008 - March 2009
State Street Bank January 2002 - March 2008
Datamatic India January 1998 - October 2002
Skills
Java, Spring, Hibernate, Struts, Financial Services, RESTful WebServices, Investment Banking, Agile Methodologies
Education
University of Mumbai
Bachelor of Engineering, Electronics
Rebecca Cloutier's Brown Brothers Harriman Experience January 2006 - Present
Job Associate, Private Account Services Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2006 - Present
Putnam Investments 2002 - 2006
Education
University of Massachusetts Dartmouth 1999 — 2003
Brown Brothers Harriman January 2006 - Present
Putnam Investments 2002 - 2006
Education
University of Massachusetts Dartmouth 1999 — 2003
Cathy O'Leary's Brown Brothers Harriman Experience
Job Project Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Equities, Securities, Investment Management, Financial Services, Corporate Actions, Trading Systems, Back Office, Fixed Income, Settlement, SWIFT messages, Mutual Funds, Bloomberg
Education
University of Massachusetts Dartmouth 1987 — 1989
Brown Brothers Harriman
Skills
Equities, Securities, Investment Management, Financial Services, Corporate Actions, Trading Systems, Back Office, Fixed Income, Settlement, SWIFT messages, Mutual Funds, Bloomberg
Education
University of Massachusetts Dartmouth 1987 — 1989
Erica Paradis's Brown Brothers Harriman Experience March 2011 - Present
Job AssociateBusiness Analyst
Industry Accounting
Experience
Brown Brothers Harriman March 2011 - Present
Brown Brothers Harriman June 2007 - March 2011
State Street Bank January 2007 - June 2007
Putnam Investments December 2005 - January 2007
Skills
Account Reconciliation, Financial Analysis, Accounting, Financial Reporting, Fixed Income, Hedge Funds, Investments, Mutual Funds
Education
University of Massachusetts Lowell 1997 — 2001
Accounting
Brown Brothers Harriman March 2011 - Present
Brown Brothers Harriman June 2007 - March 2011
State Street Bank January 2007 - June 2007
Putnam Investments December 2005 - January 2007
Skills
Account Reconciliation, Financial Analysis, Accounting, Financial Reporting, Fixed Income, Hedge Funds, Investments, Mutual Funds
Education
University of Massachusetts Lowell 1997 — 2001
Accounting
Craig Giannino's Brown Brothers Harriman Experience May 1997 - February 2001
Job Director, Home Lending Officer
Industry Real Estate
Experience
Miller Mortgage, LLC NMLS#2513 May 2011 - Present
Consumer Home Mortgage February 2005 - May 2011
East West Mortgage February 2001 - February 2005
Brown Brothers Harriman May 1997 - February 2001
Skills
Mortgage, Loans, First Time Home Buyers, Refinance, FHA, USDA, Purchase, Investment Properties, VA, Mortgage Lending, Mortgage Banking, Residential Mortgages, Non-Conforming, Interest Rates, Sales, Real Estate Financing, Loan Origination, VA Loans
Education
University of Massachusetts, Amherst 1994 — 1997
Bachelor of Arts, Legal Studies
Miller Mortgage, LLC NMLS#2513 May 2011 - Present
Consumer Home Mortgage February 2005 - May 2011
East West Mortgage February 2001 - February 2005
Brown Brothers Harriman May 1997 - February 2001
Skills
Mortgage, Loans, First Time Home Buyers, Refinance, FHA, USDA, Purchase, Investment Properties, VA, Mortgage Lending, Mortgage Banking, Residential Mortgages, Non-Conforming, Interest Rates, Sales, Real Estate Financing, Loan Origination, VA Loans
Education
University of Massachusetts, Amherst 1994 — 1997
Bachelor of Arts, Legal Studies
Lisa Frost's Brown Brothers Harriman Experience February 2013 - Present
Job Vice President, HR Business Partner at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman February 2013 - Present
Brown Brothers Harriman June 2010 - Present
Brown Brothers Harriman January 2010 - June 2010
Brown Brothers Harriman September 2008 - January 2010
CitiStreet July 2007 - September 2008
US Bank May 2005 - July 2007
Houghton Mifflin Company 1998 - 2005
Skills
Talent Management, Employee Relations, Human Resources, Onboarding, Recruiting, Succession Planning, Organizational Design, Financial Services, Performance Management, HRIS, Employee Benefits, Employee Engagement, Analysis, Talent Acquisition, Management, Deferred Compensation
Education
University of New Hampshire 1993 — 1997
BA
Brown Brothers Harriman February 2013 - Present
Brown Brothers Harriman June 2010 - Present
Brown Brothers Harriman January 2010 - June 2010
Brown Brothers Harriman September 2008 - January 2010
CitiStreet July 2007 - September 2008
US Bank May 2005 - July 2007
Houghton Mifflin Company 1998 - 2005
Skills
Talent Management, Employee Relations, Human Resources, Onboarding, Recruiting, Succession Planning, Organizational Design, Financial Services, Performance Management, HRIS, Employee Benefits, Employee Engagement, Analysis, Talent Acquisition, Management, Deferred Compensation
Education
University of New Hampshire 1993 — 1997
BA
Michael Despo's Brown Brothers Harriman Experience 2004 - 2006
Job Managing Consultant at Citisoft
Industry Financial Services
Experience
Citisoft April 2012 - Present
Beacon Consulting Group April 2008 - March 2012
IBM Global Business Services 2006 - 2008
Brown Brothers Harriman 2004 - 2006
State Street 2002 - 2004
Skills
Asset Managment, Mutual Funds, Back Office, Financial Services, Equities, Business Analysis, Asset Management, Bloomberg, Corporate Actions, Derivatives, Fixed Income, Hedge Funds, Investments, Middle Office, Risk Management, SDLC, Securities
Education
University of Massachusetts, Amherst 1998 — 2002
Investments and Securities
Citisoft April 2012 - Present
Beacon Consulting Group April 2008 - March 2012
IBM Global Business Services 2006 - 2008
Brown Brothers Harriman 2004 - 2006
State Street 2002 - 2004
Skills
Asset Managment, Mutual Funds, Back Office, Financial Services, Equities, Business Analysis, Asset Management, Bloomberg, Corporate Actions, Derivatives, Fixed Income, Hedge Funds, Investments, Middle Office, Risk Management, SDLC, Securities
Education
University of Massachusetts, Amherst 1998 — 2002
Investments and Securities
Dana Pickup's Brown Brothers Harriman Experience 2004 - 2006
Job Project Manager at Care Free Homes Inc.
Industry Construction
Experience
Care Free Homes, Inc. August 2006 - Present
Brown Brothers Harriman 2004 - 2006
Education
University of Massachusetts Dartmouth 2009 — 2011
MBA
University of Massachusetts Dartmouth 2000 — 2004
Finance, Finance, Economics
Care Free Homes, Inc. August 2006 - Present
Brown Brothers Harriman 2004 - 2006
Education
University of Massachusetts Dartmouth 2009 — 2011
MBA
University of Massachusetts Dartmouth 2000 — 2004
Finance, Finance, Economics
Scott J. Petersen's Brown Brothers Harriman Experience March 2008 - March 2011
Job Chief Financial Officer at AcadiaSoft
Industry Financial Services
Experience
Acadiasoft Inc. April 2011 - Present
Brown Brothers Harriman March 2008 - March 2011
D. R. Development LLC 2001 - 2008
Done Right Construction Services, Inc. 2001 - 2008
SS Solutions, Inc. 1996 - 2001
Peanut Press 1999 - 2000
BancBoston Robertson Stephens, Inc. 1996 - 1999
BankBoston 1994 - 1996
BankBoston 1989 - 1994
Coopers & Lybrand 1985 - 1989
Skills
Risk Management, Portfolio Management, Financial Modeling, Financial Analysis, Venture Capital, Certified Public..., Capital Markets, Business Strategy, CPA, Fixed Income, Finance, Start-ups, Mergers & Acquisitions, Derivatives, Financial Services, Corporate Finance, Strategic Financial...
Education
University of Massachusetts, Amherst 1979 — 1983
BBA, Accounting
Acadiasoft Inc. April 2011 - Present
Brown Brothers Harriman March 2008 - March 2011
D. R. Development LLC 2001 - 2008
Done Right Construction Services, Inc. 2001 - 2008
SS Solutions, Inc. 1996 - 2001
Peanut Press 1999 - 2000
BancBoston Robertson Stephens, Inc. 1996 - 1999
BankBoston 1994 - 1996
BankBoston 1989 - 1994
Coopers & Lybrand 1985 - 1989
Skills
Risk Management, Portfolio Management, Financial Modeling, Financial Analysis, Venture Capital, Certified Public..., Capital Markets, Business Strategy, CPA, Fixed Income, Finance, Start-ups, Mergers & Acquisitions, Derivatives, Financial Services, Corporate Finance, Strategic Financial...
Education
University of Massachusetts, Amherst 1979 — 1983
BBA, Accounting
John Rigazio's Brown Brothers Harriman Experience October 1989 - April 2001
Job Principal Consultant at Eagle Investment Systems
Industry Investment Banking
Experience
Eagle Investment Systems October 2002 - Present
Wellington Management April 2001 - October 2002
Brown Brothers Harriman October 1989 - April 2001
Skills
Securities, Financial Services, Fixed Income
Education
University of New Hampshire 1985 — 1989
Bachelor of Arts, Communication
Eagle Investment Systems October 2002 - Present
Wellington Management April 2001 - October 2002
Brown Brothers Harriman October 1989 - April 2001
Skills
Securities, Financial Services, Fixed Income
Education
University of New Hampshire 1985 — 1989
Bachelor of Arts, Communication
Jennifer L. Rosa's Brown Brothers Harriman Experience November 2011 - Present
Job Associate Billing Coordinator / Risk Management at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman November 2011 - Present
Brown Brothers Harriman April 2008 - November 2011
Brown Brothers Harriman December 2003 - April 2008
Skills
Securities, Mutual Funds, Bloomberg, Financial Services, Equities
Education
University of Massachusetts at Lowell 1996 — 2001
BA, Psychology / Minor in Clinical Lab Sciences
Brown Brothers Harriman November 2011 - Present
Brown Brothers Harriman April 2008 - November 2011
Brown Brothers Harriman December 2003 - April 2008
Skills
Securities, Mutual Funds, Bloomberg, Financial Services, Equities
Education
University of Massachusetts at Lowell 1996 — 2001
BA, Psychology / Minor in Clinical Lab Sciences
Owen Pratte's Brown Brothers Harriman Experience August 2012 - Present
Job Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman July 2011 - August 2012
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Finance
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman July 2011 - August 2012
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Finance
Alex Kamakas's Brown Brothers Harriman Experience September 2013 - October 2014
Job Analyst at Lambay Advisors LLC
Industry Financial Services
Experience
Lambay Advisors LLC November 2014 - Present
Brown Brothers Harriman September 2013 - October 2014
Scottrade February 2012 - September 2013
Scottrade January 2010 - February 2012
Thomson Reuters August 2008 - January 2010
Skills
Business Process..., Project Planning, Business Requirements, Financial Analysis, Requirements Analysis, Requirements Gathering, Operational Efficiency, Business Efficiency, Customer Service, Operations Research, Process Improvement
Education
University of Missouri-Columbia, College of Business 2004 — 2008
Bachelors, Finance
Lambay Advisors LLC November 2014 - Present
Brown Brothers Harriman September 2013 - October 2014
Scottrade February 2012 - September 2013
Scottrade January 2010 - February 2012
Thomson Reuters August 2008 - January 2010
Skills
Business Process..., Project Planning, Business Requirements, Financial Analysis, Requirements Analysis, Requirements Gathering, Operational Efficiency, Business Efficiency, Customer Service, Operations Research, Process Improvement
Education
University of Missouri-Columbia, College of Business 2004 — 2008
Bachelors, Finance
Doug Kaplan's Brown Brothers Harriman Experience July 2011 - January 2013
Job Senior Expense Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management January 2013 - Present
Brown Brothers Harriman July 2011 - January 2013
Brown Brothers Harriman May 2010 - July 2011
Brown Brothers Harriman June 2007 - May 2010
Brown Brothers Harriman July 2006 - June 2007
Skills
Fund Accounting, Cash, Mutual Funds, Bloomberg, Securities, Equities, Corporate Actions, Derivatives, Investments, Financial Analysis, Fixed Income, Valuation, Microsoft Excel
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts, Sociology
Columbia Management January 2013 - Present
Brown Brothers Harriman July 2011 - January 2013
Brown Brothers Harriman May 2010 - July 2011
Brown Brothers Harriman June 2007 - May 2010
Brown Brothers Harriman July 2006 - June 2007
Skills
Fund Accounting, Cash, Mutual Funds, Bloomberg, Securities, Equities, Corporate Actions, Derivatives, Investments, Financial Analysis, Fixed Income, Valuation, Microsoft Excel
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts, Sociology
Kesav Valluru's Brown Brothers Harriman Experience August 2008 - February 2009
Job Sr. Software Engineer at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Compliance Technologies International, LLP February 2009 - October 2011
Brown Brothers Harriman August 2008 - February 2009
State Street Global Advisors July 2005 - July 2008
Wellington Management 2001 - 2005
Key Commerce Inc 2000 - 2001
Education
University of Mysore 1992 — 1996
Bachelors in Computer Science Engineering
Wellington Management October 2011 - Present
Compliance Technologies International, LLP February 2009 - October 2011
Brown Brothers Harriman August 2008 - February 2009
State Street Global Advisors July 2005 - July 2008
Wellington Management 2001 - 2005
Key Commerce Inc 2000 - 2001
Education
University of Mysore 1992 — 1996
Bachelors in Computer Science Engineering
Marissa St.Lawrence's Brown Brothers Harriman Experience July 2015 - Present
Job IT Hardware Buyer
Industry Insurance
Experience
Brown Brothers Harriman July 2015 - Present
DentaQuest August 2013 - Present
DentaQuest October 2012 - August 2013
The Advocator Group July 2010 - March 2012
Somersworth High School August 2009 - April 2010
Skills
Data Entry, Customer Service, Microsoft Office, Time Management, Outlook, Social Networking, Teamwork, Process Improvement, Administrative..., Training, Public Speaking, Microsoft Excel, Teaching, Administrative Support, Data Analysis, Community Outreach, Team Building, Event Management, Inventory Management, Windows, Proofreading, Microsoft Word, Analysis, Procurement, Purchase Orders, Purchasing Negotiation, Purchasing Processes, Vendor Relationship..., Vendor Management, Ariba, Administrative..., Social Media, Strategic Planning, Research
Education
University of New Hampshire 2005 — 2010
M.A.T, English
University of New Hampshire 2009 — 2010
Bachelor of Arts, English
Brown Brothers Harriman July 2015 - Present
DentaQuest August 2013 - Present
DentaQuest October 2012 - August 2013
The Advocator Group July 2010 - March 2012
Somersworth High School August 2009 - April 2010
Skills
Data Entry, Customer Service, Microsoft Office, Time Management, Outlook, Social Networking, Teamwork, Process Improvement, Administrative..., Training, Public Speaking, Microsoft Excel, Teaching, Administrative Support, Data Analysis, Community Outreach, Team Building, Event Management, Inventory Management, Windows, Proofreading, Microsoft Word, Analysis, Procurement, Purchase Orders, Purchasing Negotiation, Purchasing Processes, Vendor Relationship..., Vendor Management, Ariba, Administrative..., Social Media, Strategic Planning, Research
Education
University of New Hampshire 2005 — 2010
M.A.T, English
University of New Hampshire 2009 — 2010
Bachelor of Arts, English
Jerry Fang's Brown Brothers Harriman Experience July 2011 - Present
Job AT at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2011 - Present
State Street Bank October 2007 - December 2010
Investors Bank & Trust April 2006 - October 2007
Skills
Fund Administration, Budgets, Financial Reporting, Mutual Funds, Fixed Income, Equities, Bloomberg, Fund Accounting, Securities, Reuters, NASDAQ, Time Management, SEC filings, Compliance, Critical Thinking, Multi-tasking Skills, Project Management, Financial Analysis, Financial Services, Investments
Education
University of Massachusetts, Amherst 2001 — 2005
BS Economics
Brown Brothers Harriman July 2011 - Present
State Street Bank October 2007 - December 2010
Investors Bank & Trust April 2006 - October 2007
Skills
Fund Administration, Budgets, Financial Reporting, Mutual Funds, Fixed Income, Equities, Bloomberg, Fund Accounting, Securities, Reuters, NASDAQ, Time Management, SEC filings, Compliance, Critical Thinking, Multi-tasking Skills, Project Management, Financial Analysis, Financial Services, Investments
Education
University of Massachusetts, Amherst 2001 — 2005
BS Economics
Daryl Wolfenden's Brown Brothers Harriman Experience September 2014 - Present
Job Operations Supervisor | Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - Present
Jocelyn Pension November 2013 - September 2014
Brown Brothers Harriman September 2012 - April 2013
Brown Brothers Harriman January 2012 - September 2012
Brown Brothers Harriman October 2008 - January 2012
Brown Brothers Harriman February 2007 - October 2008
Skills
Global Custody, Securities, Supervisory Skills, Business Process..., Procedure Development, Managing Workflow, Fixed Income, Microsoft Office, Project Planning, Operational Risk..., Mutual Funds, Fund Accounting, Retirement Benefits, Performance Analysis, System Automation, Relius Administration
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (B.S.), Economics
Brown Brothers Harriman September 2014 - Present
Jocelyn Pension November 2013 - September 2014
Brown Brothers Harriman September 2012 - April 2013
Brown Brothers Harriman January 2012 - September 2012
Brown Brothers Harriman October 2008 - January 2012
Brown Brothers Harriman February 2007 - October 2008
Skills
Global Custody, Securities, Supervisory Skills, Business Process..., Procedure Development, Managing Workflow, Fixed Income, Microsoft Office, Project Planning, Operational Risk..., Mutual Funds, Fund Accounting, Retirement Benefits, Performance Analysis, System Automation, Relius Administration
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (B.S.), Economics
Przemyslaw Kawka's Brown Brothers Harriman Experience March 2012 - March 2013
Job Economist
Industry Investment Banking
Experience
JPMorgan Chase April 2013 - Present
Brown Brothers Harriman March 2012 - March 2013
Gillette May 2011 - June 2011
REMI September 2010 - March 2011
Bose Corporation May 2009 - August 2009
Bose Corporation June 2008 - August 2008
Bose Corporation June 2007 - August 2007
Skills
Excel, Research, Word, Microsoft Office, Economics, Statistics, Data Analysis, PowerPoint, SPSS, Bloomberg Terminal, Finance, Financial Modeling, Microsoft Excel, Analysis, Quantitative Analytics, Microsoft Word, Access, Equities
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor of Arts (B.A.), Economics & Japanese
JPMorgan Chase April 2013 - Present
Brown Brothers Harriman March 2012 - March 2013
Gillette May 2011 - June 2011
REMI September 2010 - March 2011
Bose Corporation May 2009 - August 2009
Bose Corporation June 2008 - August 2008
Bose Corporation June 2007 - August 2007
Skills
Excel, Research, Word, Microsoft Office, Economics, Statistics, Data Analysis, PowerPoint, SPSS, Bloomberg Terminal, Finance, Financial Modeling, Microsoft Excel, Analysis, Quantitative Analytics, Microsoft Word, Access, Equities
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor of Arts (B.A.), Economics & Japanese
Laurence Whitely's Brown Brothers Harriman Experience June 2011 - June 2014
Job Settlements Desk Senior Analyst Securities Lending
Industry Financial Services
Experience
Brown Brothers Harriman June 2011 - June 2014
Public Consulting Group December 2010 - June 2011
Mercer Consulting July 2010 - December 2010
Leominster Public Schools June 2009 - August 2009
Putnam Investments January 2009 - June 2009
Digital Federal Credit Union May 2008 - August 2008
Skills
Financial Analysis, Access, Budgets, Equities, Management, Bloomberg, Process Improvement, Financial Risk, Financial Modeling, Risk Management, Databases, Banking, Microsoft Word, Public Speaking, Leadership, Customer Service, Analysis, Microsoft Excel, Finance, Sales, Program Management, Asset Management, PowerPoint, Data Analysis, Fixed Income, Software Documentation, Research, Microsoft Office
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelors, Finance
Shrewsbury High School
Brown Brothers Harriman June 2011 - June 2014
Public Consulting Group December 2010 - June 2011
Mercer Consulting July 2010 - December 2010
Leominster Public Schools June 2009 - August 2009
Putnam Investments January 2009 - June 2009
Digital Federal Credit Union May 2008 - August 2008
Skills
Financial Analysis, Access, Budgets, Equities, Management, Bloomberg, Process Improvement, Financial Risk, Financial Modeling, Risk Management, Databases, Banking, Microsoft Word, Public Speaking, Leadership, Customer Service, Analysis, Microsoft Excel, Finance, Sales, Program Management, Asset Management, PowerPoint, Data Analysis, Fixed Income, Software Documentation, Research, Microsoft Office
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelors, Finance
Shrewsbury High School
Ryan Farrington's Brown Brothers Harriman Experience March 2014 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
State Street Bank January 2008 - Present
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman July 2011 - March 2013
State Street January 2008 - June 2011
State Street Bank March 2007 - January 2008
State Street Bank March 2007 - January 2008
Putnam Investments September 2005 - December 2006
Skills
Mutual Funds, Fixed Income, Accounting, Finance, Financial Reporting, Equities, Portfolio Management, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
Bachelor's, Finance
University of New Hampshire
BA; Whittemore School, Business Administration - Finance; Business and Economics
Brown Brothers Harriman March 2014 - Present
State Street Bank January 2008 - Present
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman July 2011 - March 2013
State Street January 2008 - June 2011
State Street Bank March 2007 - January 2008
State Street Bank March 2007 - January 2008
Putnam Investments September 2005 - December 2006
Skills
Mutual Funds, Fixed Income, Accounting, Finance, Financial Reporting, Equities, Portfolio Management, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
Bachelor's, Finance
University of New Hampshire
BA; Whittemore School, Business Administration - Finance; Business and Economics
Anne Tuomey's Brown Brothers Harriman Experience 1986 - 1989
Job Assistant Director of Admissions and Financial Aid
Industry Education Management
Experience
The Rivers School 2011 - Present
Chatham Circle Books January 2001 - 2013
Cook's Illustrated Magazine 1994 - 1999
Dow Jones Newswires 1989 - 1993
Brown Brothers Harriman 1986 - 1989
Skills
Admissions, Financial Aid..., Sales, Training, Public Speaking, Event Planning, Fundraising, Marketing Strategy, Marketing
Education
University of Michigan 1980 — 1984
Bachelor's Degree, Marketing Research
Boston University 1993 — 1993
Culinary Certificate
The Rivers School 2011 - Present
Chatham Circle Books January 2001 - 2013
Cook's Illustrated Magazine 1994 - 1999
Dow Jones Newswires 1989 - 1993
Brown Brothers Harriman 1986 - 1989
Skills
Admissions, Financial Aid..., Sales, Training, Public Speaking, Event Planning, Fundraising, Marketing Strategy, Marketing
Education
University of Michigan 1980 — 1984
Bachelor's Degree, Marketing Research
Boston University 1993 — 1993
Culinary Certificate
James Bigelow's Brown Brothers Harriman Experience February 2008 - June 2011
Job AntiMoney Laundering Compliance Analyst
Industry Financial Services
Experience
State Street January 2014 - Present
J.P. Morgan April 2012 - December 2013
Brown Brothers Harriman February 2008 - June 2011
Ameriprise Financial July 2007 - November 2007
UMass Transit February 2003 - June 2007
Skills
Securities, Management, Financial Risk, Finance, Account Reconciliation
Education
University of Massachusetts, Amherst 2000 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
State Street January 2014 - Present
J.P. Morgan April 2012 - December 2013
Brown Brothers Harriman February 2008 - June 2011
Ameriprise Financial July 2007 - November 2007
UMass Transit February 2003 - June 2007
Skills
Securities, Management, Financial Risk, Finance, Account Reconciliation
Education
University of Massachusetts, Amherst 2000 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Justin Nee's Brown Brothers Harriman Experience March 2012 - April 2014
Job GPS Consultant at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems April 2014 - Present
Brown Brothers Harriman March 2012 - April 2014
Brown Brothers Harriman March 2010 - February 2012
Brown Brothers Harriman December 2007 - March 2010
Brown Brothers Harriman December 2006 - December 2007
Brown Brothers Harriman October 2005 - December 2006
Skills
Management, Pricing, Global Custody, Bloomberg, Corporate Actions, Mutual Funds, Fund Accounting, Fixed Income, Equities, Financial Services, Bloomberg Terminal, Access, Trading, Business Analysis, Risk Management
Education
University of Massachusetts, Amherst 2000 — 2005
Bachelors of Science in Mathematics
Eagle Investment Systems April 2014 - Present
Brown Brothers Harriman March 2012 - April 2014
Brown Brothers Harriman March 2010 - February 2012
Brown Brothers Harriman December 2007 - March 2010
Brown Brothers Harriman December 2006 - December 2007
Brown Brothers Harriman October 2005 - December 2006
Skills
Management, Pricing, Global Custody, Bloomberg, Corporate Actions, Mutual Funds, Fund Accounting, Fixed Income, Equities, Financial Services, Bloomberg Terminal, Access, Trading, Business Analysis, Risk Management
Education
University of Massachusetts, Amherst 2000 — 2005
Bachelors of Science in Mathematics
Sanford Carton's Brown Brothers Harriman Experience May 2011 - June 2011
Job Fixed Income Research Analyst at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management September 2015 - Present
Northern Trust Asset Management September 2013 - September 2015
Northern Trust August 2012 - September 2013
Brown Brothers Harriman May 2011 - June 2011
Skills
Investments, PowerPoint, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Economics, Asset Management, Bloomberg, Valuation, Finance
Education
University of Michigan 2008 — 2012
B. A., Political Science
University of Chicago Lab High School 2004 — 2008
Northern Trust Asset Management September 2015 - Present
Northern Trust Asset Management September 2013 - September 2015
Northern Trust August 2012 - September 2013
Brown Brothers Harriman May 2011 - June 2011
Skills
Investments, PowerPoint, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Economics, Asset Management, Bloomberg, Valuation, Finance
Education
University of Michigan 2008 — 2012
B. A., Political Science
University of Chicago Lab High School 2004 — 2008
Frank Donohue's Brown Brothers Harriman Experience May 2015 - Present
Job Vice President Assistant Department Head Global ETF Servicing at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2007 - Present
Investors Bank & Trust 2005 - 2007
State Street 1989 - 2005
Skills
Fund Accounting, ETFs, Mutual Funds, Fixed Income, Securities, Investments, Client Services, Fund Of Funds, Portfolio Management, Management, Relationship Management, Derivatives, Asset Management, Equities, Bloomberg, Hedge Funds, Project Management, Risk Management, Business Requirements, Budgeting, Financial Services
Education
University of Massachusetts, Amherst
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2007 - Present
Investors Bank & Trust 2005 - 2007
State Street 1989 - 2005
Skills
Fund Accounting, ETFs, Mutual Funds, Fixed Income, Securities, Investments, Client Services, Fund Of Funds, Portfolio Management, Management, Relationship Management, Derivatives, Asset Management, Equities, Bloomberg, Hedge Funds, Project Management, Risk Management, Business Requirements, Budgeting, Financial Services
Education
University of Massachusetts, Amherst
Jeff Zorgdrager's Brown Brothers Harriman Experience August 2012 - Present
Job Compliance Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman June 1998 - Present
OppenheimerFunds June 1998 - September 2010
Skills
Mutual Funds, Fund Accounting, Accounting, Bloomberg, Bloomberg Terminal, Fund Administration, Securities, Corporate Actions, Financial Services, Bonds, Options, Fixed Income, Equities, Back Office, FINRA, Investment Advisory, Trading
Education
University of Nebraska-Lincoln 1992 — 1996
BSBA, Finance
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman June 1998 - Present
OppenheimerFunds June 1998 - September 2010
Skills
Mutual Funds, Fund Accounting, Accounting, Bloomberg, Bloomberg Terminal, Fund Administration, Securities, Corporate Actions, Financial Services, Bonds, Options, Fixed Income, Equities, Back Office, FINRA, Investment Advisory, Trading
Education
University of Nebraska-Lincoln 1992 — 1996
BSBA, Finance
Greig Guluzian's Brown Brothers Harriman Experience May 2014 - Present
Job Financial Reporting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - Present
State Street Bank September 2012 - May 2014
State Street April 2011 - September 2012
State Street June 2007 - March 2011
Investors Bank & Trust June 2006 - May 2007
Skills
Financial Statements, Fund Accounting, Fund Administration, Fixed Income, Euroclear, Bloomberg, Mutual Funds, Corporate Actions, Fund Of Funds, Transfer Agency, Account Reconciliation, Foreign Exchange, Financial Modeling, Bloomberg Terminal, Swaps, SWIFT payments, Options
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Finance
Brown Brothers Harriman May 2014 - Present
State Street Bank September 2012 - May 2014
State Street April 2011 - September 2012
State Street June 2007 - March 2011
Investors Bank & Trust June 2006 - May 2007
Skills
Financial Statements, Fund Accounting, Fund Administration, Fixed Income, Euroclear, Bloomberg, Mutual Funds, Corporate Actions, Fund Of Funds, Transfer Agency, Account Reconciliation, Foreign Exchange, Financial Modeling, Bloomberg Terminal, Swaps, SWIFT payments, Options
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Finance
Susan O'Donnell's Brown Brothers Harriman Experience January 2008 - Present
Job Managing Director at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2008 - Present
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Brown Brothers Harriman January 2008 - Present
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Kate Gage's Brown Brothers Harriman Experience March 2007 - September 2012
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
State Street March 2013 - February 2015
BNY Mellon September 2012 - March 2013
Brown Brothers Harriman March 2007 - September 2012
BISYS Hedge Fund Services October 2005 - March 2007
Evergreen Investments September 2004 - October 2005
Mellon Financial June 1999 - September 2004
Skills
Financial Reporting, Bloomberg, Fixed Income, Equities, Mutual Funds, Hedge Funds, Securities, Alternative Investments, Derivatives, Investments
Education
University of New Hampshire - Whittemore School of Business and Economics 1995 — 1999
Economics
State Street March 2015 - Present
State Street March 2013 - February 2015
BNY Mellon September 2012 - March 2013
Brown Brothers Harriman March 2007 - September 2012
BISYS Hedge Fund Services October 2005 - March 2007
Evergreen Investments September 2004 - October 2005
Mellon Financial June 1999 - September 2004
Skills
Financial Reporting, Bloomberg, Fixed Income, Equities, Mutual Funds, Hedge Funds, Securities, Alternative Investments, Derivatives, Investments
Education
University of New Hampshire - Whittemore School of Business and Economics 1995 — 1999
Economics
Frank DiFlorio's Brown Brothers Harriman Experience December 2012 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2012 - Present
Brown Brothers Harriman August 2010 - December 2012
JP Morgan Chase September 2007 - August 2010
Evergreen Investments June 2006 - September 2007
Skills
Financial Reporting, Accounting, Compliance, Excel, Outlook, Fund Administration, Expense Budget..., Client Service Oriented, Project Management, Risk Management, Microsoft Excel, Financial Analysis, Auditing, Analysis, Internal Controls, Client Services, Forecasting, Fund Accounting, Finance, Mutual Funds, Investments, Securities
Education
University of Massachusetts at Lowell
Bachelor of Science in Business Administration, Finance and Marketing Concentrations
Brown Brothers Harriman December 2012 - Present
Brown Brothers Harriman August 2010 - December 2012
JP Morgan Chase September 2007 - August 2010
Evergreen Investments June 2006 - September 2007
Skills
Financial Reporting, Accounting, Compliance, Excel, Outlook, Fund Administration, Expense Budget..., Client Service Oriented, Project Management, Risk Management, Microsoft Excel, Financial Analysis, Auditing, Analysis, Internal Controls, Client Services, Forecasting, Fund Accounting, Finance, Mutual Funds, Investments, Securities
Education
University of Massachusetts at Lowell
Bachelor of Science in Business Administration, Finance and Marketing Concentrations
Brandon Wales's Brown Brothers Harriman Experience 2008 - 2012
Job Cash and Investment Analyst at Dallas/Fort Worth International Airport (DFW)
Industry Financial Services
Experience
Dallas/Fort Worth International Airport (DFW) September 2014 - Present
American Airlines November 2012 - September 2014
Brown Brothers Harriman 2008 - 2012
OppenheimerFunds June 2006 - August 2008
Education
UNLV 2002 — 2005
BS, Finance
Dallas/Fort Worth International Airport (DFW) September 2014 - Present
American Airlines November 2012 - September 2014
Brown Brothers Harriman 2008 - 2012
OppenheimerFunds June 2006 - August 2008
Education
UNLV 2002 — 2005
BS, Finance
Crystal Aguiar's Brown Brothers Harriman Experience March 2013 - Present
Job Trade Management Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2013 - Present
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Corporate Finance, Equities, Valuation, Banking, Strategic Financial..., Risk Management, Capital Markets, Fixed Income, Finance, Derivatives, Bloomberg, Statistics
Education
University of Massachusetts Dartmouth 2008 — 2012
Bachelor of Science (B.S.), Finance
Brown Brothers Harriman March 2013 - Present
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Corporate Finance, Equities, Valuation, Banking, Strategic Financial..., Risk Management, Capital Markets, Fixed Income, Finance, Derivatives, Bloomberg, Statistics
Education
University of Massachusetts Dartmouth 2008 — 2012
Bachelor of Science (B.S.), Finance
Michael Rossman's Brown Brothers Harriman Experience March 2015 - Present
Job Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman February 2014 - March 2015
Brown Brothers Harriman April 2013 - February 2014
UMass Dartmouth 2008 - 2012
Skills
Microsoft Excel, Finance, Partnership Accounting, Fund Accounting, Alternative Investments, Hedge Funds
Education
UMass Dartmouth 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman February 2014 - March 2015
Brown Brothers Harriman April 2013 - February 2014
UMass Dartmouth 2008 - 2012
Skills
Microsoft Excel, Finance, Partnership Accounting, Fund Accounting, Alternative Investments, Hedge Funds
Education
UMass Dartmouth 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Irena Stoyanova's Brown Brothers Harriman Experience December 2014 - Present
Job Securities Analyst at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman December 2014 - Present
Self Employed September 2014 - Present
Education
Colorado State University 2013 — 2014
Bachelor’s Degree, Accounting, 3.9
University of National and World Economy 2002 — 2005
Economics
Brown Brothers Harriman December 2014 - Present
Self Employed September 2014 - Present
Education
Colorado State University 2013 — 2014
Bachelor’s Degree, Accounting, 3.9
University of National and World Economy 2002 — 2005
Economics
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation