Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Elizabeth Coffey Elizabeth Coffey's Brown Brothers Harriman Experience August 2011 - Present
Job Project Lead at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2011 - Present
Brown Brothers Harriman 2005 - August 2011
State Street June 2000 - December 2004
Skills
Process Improvement, Analysis, Customer Service
Education
University of Scranton 1996 — 2000
Bachelor of Arts (B.A.), International Language / Business
Brown Brothers Harriman August 2011 - Present
Brown Brothers Harriman 2005 - August 2011
State Street June 2000 - December 2004
Skills
Process Improvement, Analysis, Customer Service
Education
University of Scranton 1996 — 2000
Bachelor of Arts (B.A.), International Language / Business
Estefania Lomba Estefania Lomba's Brown Brothers Harriman Experience January 2015 - Present
Job Performance Measurement at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Government Development Bank for Puerto Rico August 2013 - August 2014
Government Development Bank (Summer Internship) 2013 - 2013
Fernandez Valdivia & Company. CPA May 2012 - August 2012
Skills
Management Skills, Strategic Thinking, Negotiation skills, Spanish, English, Microsoft Excel, PowerPoint, Team Leadership, Teamwork, Bookkeeping, Customer Service, Innovation, Leadership, Microsoft Word, People-oriented, Finance, Presentation Skills, Deadline Oriented
Education
University of Puerto Rico 2009 — 2013
Bachelor's Degree, Finance and Marketing, Cum Laude
Brown Brothers Harriman January 2015 - Present
Government Development Bank for Puerto Rico August 2013 - August 2014
Government Development Bank (Summer Internship) 2013 - 2013
Fernandez Valdivia & Company. CPA May 2012 - August 2012
Skills
Management Skills, Strategic Thinking, Negotiation skills, Spanish, English, Microsoft Excel, PowerPoint, Team Leadership, Teamwork, Bookkeeping, Customer Service, Innovation, Leadership, Microsoft Word, People-oriented, Finance, Presentation Skills, Deadline Oriented
Education
University of Puerto Rico 2009 — 2013
Bachelor's Degree, Finance and Marketing, Cum Laude
Denis Malkov's Brown Brothers Harriman Experience March 2007 - September 2007
Job Manager of Customer Success at Womply
Industry Internet
Experience
Womply April 2015 - Present
AdRoll September 2013 - April 2015
AssetMark March 2013 - September 2013
Genworth Financial July 2010 - February 2013
Genworth Financial August 2008 - June 2010
Brown Brothers Harriman March 2007 - September 2007
Siguler Guff & Company May 2006 - August 2006
Skills
Business Development, Fundraising, Entrepreneurship, Salesforce.com, Business Strategy, Event Planning, Community Outreach, Marketing Strategy, Adobe Creative Suite, Video Production, Project Management, Go-to-market Strategy, Personal Training, CSS, Eloqua, HTML 5, Zendesk, Lean Six Sigma, Operations Management, Marketo, APIs
Education
University of Richmond 2004 — 2008
BSBA, Finance
Womply April 2015 - Present
AdRoll September 2013 - April 2015
AssetMark March 2013 - September 2013
Genworth Financial July 2010 - February 2013
Genworth Financial August 2008 - June 2010
Brown Brothers Harriman March 2007 - September 2007
Siguler Guff & Company May 2006 - August 2006
Skills
Business Development, Fundraising, Entrepreneurship, Salesforce.com, Business Strategy, Event Planning, Community Outreach, Marketing Strategy, Adobe Creative Suite, Video Production, Project Management, Go-to-market Strategy, Personal Training, CSS, Eloqua, HTML 5, Zendesk, Lean Six Sigma, Operations Management, Marketo, APIs
Education
University of Richmond 2004 — 2008
BSBA, Finance
Daisy Kincaid's Brown Brothers Harriman Experience September 2013 - March 2015
Job Associate Consultant, Internal Communications at Liberty Mutual Insurance
Industry Public Relations and Communications
Experience
Liberty Mutual Insurance April 2015 - Present
Brown Brothers Harriman September 2013 - March 2015
DentaQuest August 2012 - September 2013
Unitarian Universalist Association August 2010 - July 2012
WGBH March 2008 - August 2010
The Conway Daily Sun October 1999 - October 2007
Skills
Corporate Communications, Internal Communications, Crisis Communications, Media Relations, Public Relations, Social Media, Newsletters, Editing, Public Speaking, Blogging, Web Content, Press Releases, Editorial, InDesign, Press Conferences, Fundraising, Email Marketing, New Media, Facebook, Editorial Planning, Staff Supervision
Education
University of Oregon
BA, English Literature
Liberty Mutual Insurance April 2015 - Present
Brown Brothers Harriman September 2013 - March 2015
DentaQuest August 2012 - September 2013
Unitarian Universalist Association August 2010 - July 2012
WGBH March 2008 - August 2010
The Conway Daily Sun October 1999 - October 2007
Skills
Corporate Communications, Internal Communications, Crisis Communications, Media Relations, Public Relations, Social Media, Newsletters, Editing, Public Speaking, Blogging, Web Content, Press Releases, Editorial, InDesign, Press Conferences, Fundraising, Email Marketing, New Media, Facebook, Editorial Planning, Staff Supervision
Education
University of Oregon
BA, English Literature
Leon Jackman Leon Jackman's Brown Brothers Harriman Experience March 2007 - Present
Job Computer Environment Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2007 - Present
Skills
Financial Services, Vendor Management, SDLC, User Acceptance Testing, Information Security, Microsoft Office, Business Continuity, Information Security..., Risk Management, IT Audit, Business Analysis, Unix, Oracle, Active Directory, Disaster Recovery, IT Strategy, Process Improvement, Software Documentation, IT Management, Customer Service, Management, Lotus Notes, Quality Center, Financial Risk, Visio, Program Management, Microsoft Word
Education
University of Phoenix 2011 — 2016
Management Information Systems, Network and System Administration/Administrator
Brown Brothers Harriman March 2007 - Present
Skills
Financial Services, Vendor Management, SDLC, User Acceptance Testing, Information Security, Microsoft Office, Business Continuity, Information Security..., Risk Management, IT Audit, Business Analysis, Unix, Oracle, Active Directory, Disaster Recovery, IT Strategy, Process Improvement, Software Documentation, IT Management, Customer Service, Management, Lotus Notes, Quality Center, Financial Risk, Visio, Program Management, Microsoft Word
Education
University of Phoenix 2011 — 2016
Management Information Systems, Network and System Administration/Administrator
Louise McNutt Louise McNutt's Brown Brothers Harriman Experience October 2014 - Present
Job Senior Relationship Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2012 - September 2014
Wells Fargo Private Bank October 2011 - September 2012
Wells Fargo Private Bank July 2011 - April 2012
Brown Brothers Harriman June 2010 - July 2010
Skills
Prospect Research, Microsoft Office, Excel, Spanish, Banking, Financial Modeling, Leadership, Management, Microsoft Excel, Relationship Management, Wealth Management, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business Administration, International Business, Spanish
St. Stephen's Episcopal School 2000 — 2007
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2012 - September 2014
Wells Fargo Private Bank October 2011 - September 2012
Wells Fargo Private Bank July 2011 - April 2012
Brown Brothers Harriman June 2010 - July 2010
Skills
Prospect Research, Microsoft Office, Excel, Spanish, Banking, Financial Modeling, Leadership, Management, Microsoft Excel, Relationship Management, Wealth Management, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business Administration, International Business, Spanish
St. Stephen's Episcopal School 2000 — 2007
Michael Nekus Michael Nekus's Brown Brothers Harriman Experience August 2006 - September 2007
Job Fund Analyst at TIG Advisors, LLC
Industry Computer Software
Experience
TIG Advisors, LLC May 2013 - Present
FactSet Research Systems September 2007 - December 2012
Brown Brothers Harriman August 2006 - September 2007
Skills
M&A analysis, M&A Modeling, Financial Modeling, Financial Reporting, Quantative Analysis, Qualitative Research, Quantitative Research, Microsoft Office, SAS, Project Coordination, Databases
Education
University of Richmond
Bachelor of Science (B.S.), Economics
TIG Advisors, LLC May 2013 - Present
FactSet Research Systems September 2007 - December 2012
Brown Brothers Harriman August 2006 - September 2007
Skills
M&A analysis, M&A Modeling, Financial Modeling, Financial Reporting, Quantative Analysis, Qualitative Research, Quantitative Research, Microsoft Office, SAS, Project Coordination, Databases
Education
University of Richmond
Bachelor of Science (B.S.), Economics
Jennifer Dezelick Jennifer Dezelick's Brown Brothers Harriman Experience June 2013 - Present
Job at
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
Brown Brothers Harriman February 2011 - June 2013
Qdoba Restaurant Corporation August 2005 - December 2010
Skills
Microsoft Excel, Positive Team Player, Organization, Financial Systems, Internal Audit, Leadership, Customer Satisfaction, Communication, Clear & Concise..., Energetic Self-Starter, Financial Analysis, Accounting, Financial Modeling, Financial Reporting
Education
University of Northern Colorado 2008 — 2010
Business Administration, Finance
Brown Brothers Harriman June 2013 - Present
Brown Brothers Harriman February 2011 - June 2013
Qdoba Restaurant Corporation August 2005 - December 2010
Skills
Microsoft Excel, Positive Team Player, Organization, Financial Systems, Internal Audit, Leadership, Customer Satisfaction, Communication, Clear & Concise..., Energetic Self-Starter, Financial Analysis, Accounting, Financial Modeling, Financial Reporting
Education
University of Northern Colorado 2008 — 2010
Business Administration, Finance
Natalia Homchick's Brown Brothers Harriman Experience May 2013 - August 2013
Job Analyst, Global Client and Technology Services at Eze Software Group
Industry Financial Services
Experience
Eze Software Group 2014 - Present
Brown Brothers Harriman May 2013 - August 2013
Mercer Island Beach Club May 2008 - July 2012
Skills
Business Strategy, Strategy, Consulting, Market Research, Venture Capital, Microsoft Excel, Start-ups, Entrepreneurship, Social Networking, Leadership, Economics, Data Analysis, Customer Service
Education
University of Notre Dame 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Minor in Business Economics, Graduated with departmental honors in Political Science.
Mercer Island High School 2006 — 2010
Eze Software Group 2014 - Present
Brown Brothers Harriman May 2013 - August 2013
Mercer Island Beach Club May 2008 - July 2012
Skills
Business Strategy, Strategy, Consulting, Market Research, Venture Capital, Microsoft Excel, Start-ups, Entrepreneurship, Social Networking, Leadership, Economics, Data Analysis, Customer Service
Education
University of Notre Dame 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Minor in Business Economics, Graduated with departmental honors in Political Science.
Mercer Island High School 2006 — 2010
Lauren Stenger Lauren Stenger's Brown Brothers Harriman Experience April 2013 - Present
Job Financial Services
Industry Financial Services
Experience
Brown Brothers Harriman April 2013 - Present
Rodie Electric, LLC July 2012 - February 2013
Victoria's Secret May 2010 - November 2011
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Outlook, Teamwork, Microsoft Word, Sales, Leadership, Event Planning, Social Media, Public Speaking, Access, Financial Analysis, Social Media Marketing
Education
University of Northern Colorado 2008 — 2012
Finance, Spanish
Universidad de Malaga 2011 — 2011
Spanish
Brown Brothers Harriman April 2013 - Present
Rodie Electric, LLC July 2012 - February 2013
Victoria's Secret May 2010 - November 2011
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Outlook, Teamwork, Microsoft Word, Sales, Leadership, Event Planning, Social Media, Public Speaking, Access, Financial Analysis, Social Media Marketing
Education
University of Northern Colorado 2008 — 2012
Finance, Spanish
Universidad de Malaga 2011 — 2011
Spanish
Alexander Poulev's Brown Brothers Harriman Experience January 2005 - July 2005
Job
Industry Banking
Experience
EBRD May 2012 - Present
Ernst & Young December 2011 - April 2012
Citigroup June 2011 - August 2011
Ernst & Young December 2005 - August 2010
Brown Brothers Harriman January 2005 - July 2005
GE June 2001 - May 2003
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Business Valuation, Investment Banking, Mergers, Credit Risk, Banking, Equities, Emerging Markets, Strategic Financial..., Investments, Project Finance, Capital Markets, Asset Managment, Restructuring, Equity Valuation, Financial Structuring, M&A experience, Hedge Funds, Mergers & Acquisitions, Asset Management, Derivatives, Financial Risk, Structured Finance, Finance, Fixed Income, Bloomberg, Alternative Investments, Financial Markets
Education
University of Oxford - Said Business School 2010 — 2011
MBA, Finance
University of Maine 1999 — 2004
Bachelor of Science (B.S.), Finance and Management Information Systems, Summa Cum Laude
EBRD May 2012 - Present
Ernst & Young December 2011 - April 2012
Citigroup June 2011 - August 2011
Ernst & Young December 2005 - August 2010
Brown Brothers Harriman January 2005 - July 2005
GE June 2001 - May 2003
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Business Valuation, Investment Banking, Mergers, Credit Risk, Banking, Equities, Emerging Markets, Strategic Financial..., Investments, Project Finance, Capital Markets, Asset Managment, Restructuring, Equity Valuation, Financial Structuring, M&A experience, Hedge Funds, Mergers & Acquisitions, Asset Management, Derivatives, Financial Risk, Structured Finance, Finance, Fixed Income, Bloomberg, Alternative Investments, Financial Markets
Education
University of Oxford - Said Business School 2010 — 2011
MBA, Finance
University of Maine 1999 — 2004
Bachelor of Science (B.S.), Finance and Management Information Systems, Summa Cum Laude
Wonka Ke Wang Wonka Ke Wang's Brown Brothers Harriman Experience July 2015 - Present
Job Private Equity Analyst at Brown Brothers Harriman Capital Partners
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Nomura Securities June 2014 - August 2014
Deloitte China June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Research, Teamwork, Public Speaking, English, Chinese, Bloomberg, Regression Analysis, Capital IQ, Investment Banking, Analysis, Stata, Teaching, Management, Financial Analysis, Data Analysis, Financial Modeling, Leadership, Event Planning
Education
University of Virginia 2011 — 2015
Bachelor's Degree, Finance, Economics, Linguistics
University of Oxford 2013 — 2013
Summer Program, European Economics
Brown Brothers Harriman July 2015 - Present
Nomura Securities June 2014 - August 2014
Deloitte China June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Research, Teamwork, Public Speaking, English, Chinese, Bloomberg, Regression Analysis, Capital IQ, Investment Banking, Analysis, Stata, Teaching, Management, Financial Analysis, Data Analysis, Financial Modeling, Leadership, Event Planning
Education
University of Virginia 2011 — 2015
Bachelor's Degree, Finance, Economics, Linguistics
University of Oxford 2013 — 2013
Summer Program, European Economics
Kara McPeak Kara McPeak's Brown Brothers Harriman Experience July 2011 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2011 - Present
AllianceBernstein February 2010 - June 2011
Legg Mason June 2008 - February 2010
Bloomingdale's June 2007 - July 2007
Skills
Series 7, Series 63, Mutual Funds, Investments, Customer Relations
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, Communications
Villanova University 2012 — 2014
Master of Business Administration (M.B.A.)
Brown Brothers Harriman July 2011 - Present
AllianceBernstein February 2010 - June 2011
Legg Mason June 2008 - February 2010
Bloomingdale's June 2007 - July 2007
Skills
Series 7, Series 63, Mutual Funds, Investments, Customer Relations
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, Communications
Villanova University 2012 — 2014
Master of Business Administration (M.B.A.)
Michael Le Bel Michael Le Bel's Brown Brothers Harriman Experience May 2015 - Present
Job Attended University of Rhode Island College of Business Administration
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2013 - May 2015
Education
University of Rhode Island - College of Business Administration 2008 — 2013
Bachelor of Science (BS), Finance
University of Rhode Island - College of Business Administration 2008 — 2013
Bachelor of Science (BS), Finance
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2013 - May 2015
Education
University of Rhode Island - College of Business Administration 2008 — 2013
Bachelor of Science (BS), Finance
University of Rhode Island - College of Business Administration 2008 — 2013
Bachelor of Science (BS), Finance
Betsy Poell's Brown Brothers Harriman Experience January 2008 - August 2012
Job Vice President at JBC Capital Management
Industry Financial Services
Experience
JBC Capital Management July 2012 - Present
Brown Brothers Harriman January 2008 - August 2012
OppenheimerFunds March 2007 - January 2008
OppenheimerFunds February 2006 - March 2007
Uhlich Childrens Advantage Network August 2003 - June 2004
Skills
Settlement, Collateral Management, Logistics Management, Mutual Funds, Load Balancing, Asset Allocation, Investments, Equities, Financial Modeling, Derivatives, Financial Analysis, Bloomberg, Asset Managment, Securities, Microsoft Excel, Fixed Income, Portfolio Management, Alternative Investments, Relationship Management, Options
Education
University of Notre Dame 1999 — 2003
BBA, Management and Theology
University of Notre Dame - Mendoza College of Business 1999 — 2003
BBA, Management and Theology
JBC Capital Management July 2012 - Present
Brown Brothers Harriman January 2008 - August 2012
OppenheimerFunds March 2007 - January 2008
OppenheimerFunds February 2006 - March 2007
Uhlich Childrens Advantage Network August 2003 - June 2004
Skills
Settlement, Collateral Management, Logistics Management, Mutual Funds, Load Balancing, Asset Allocation, Investments, Equities, Financial Modeling, Derivatives, Financial Analysis, Bloomberg, Asset Managment, Securities, Microsoft Excel, Fixed Income, Portfolio Management, Alternative Investments, Relationship Management, Options
Education
University of Notre Dame 1999 — 2003
BBA, Management and Theology
University of Notre Dame - Mendoza College of Business 1999 — 2003
BBA, Management and Theology
Paul Legvold's Brown Brothers Harriman Experience 1980 - 1994
Job Managing Partner, Global Asset Management Korn Ferry International
Industry Financial Services
Experience
Korn Ferry International June 2010 - Present
Heidrick & Struggles 2000 - 2010
Wilshire Associates 1998 - 2000
Bankers Trust 1995 - 1998
Mitchell Hutchins 1994 - 1995
Brown Brothers Harriman 1980 - 1994
Education
University of Southern California
MBA, BS, Finance
Korn Ferry International June 2010 - Present
Heidrick & Struggles 2000 - 2010
Wilshire Associates 1998 - 2000
Bankers Trust 1995 - 1998
Mitchell Hutchins 1994 - 1995
Brown Brothers Harriman 1980 - 1994
Education
University of Southern California
MBA, BS, Finance
Daniel D'Elena Daniel D'Elena's Brown Brothers Harriman Experience August 2010 - November 2011
Job Treasury Analyst at Prudential Financial
Industry Capital Markets
Experience
Prudential Financial April 2015 - Present
Prudential Financial December 2012 - April 2015
Prudential Financial November 2011 - December 2012
Brown Brothers Harriman August 2010 - November 2011
Prudential Financial June 2009 - August 2009
Skills
FX Hedging, FX Derivatives, Microsoft Excel, PowerPoint, Liquidity Management, Capital Management, Risk Management, Forecasting, Financial Statement..., International Finance, Commercial Paper, Financial Reporting, Bloomberg, Java, C++
Education
University of Scranton 2006 — 2010
BS, Mathematics, 3.6/4.0
Prudential Financial April 2015 - Present
Prudential Financial December 2012 - April 2015
Prudential Financial November 2011 - December 2012
Brown Brothers Harriman August 2010 - November 2011
Prudential Financial June 2009 - August 2009
Skills
FX Hedging, FX Derivatives, Microsoft Excel, PowerPoint, Liquidity Management, Capital Management, Risk Management, Forecasting, Financial Statement..., International Finance, Commercial Paper, Financial Reporting, Bloomberg, Java, C++
Education
University of Scranton 2006 — 2010
BS, Mathematics, 3.6/4.0
Scott Peebles Scott Peebles's Brown Brothers Harriman Experience May 1999 - May 2000
Job President at Trellisent Investments
Industry Investment Management
Experience
Trellisent Investments August 2009 - Present
Citi May 2002 - May 2009
WR Hambrecht + Co March 2001 - July 2001
Kaufman Bros. November 2000 - February 2001
Brown Brothers Harriman May 1999 - May 2000
Capital Institutional Services, Inc. (CAPIS) August 1992 - April 1997
Skills
Equity Research, Investments, Mutual Funds, Equity Sales, High Net Worth..., Institutional Sales, New Business Development
Education
University of North Texas 1989 — 1992
Bachelor of Science (BS), Banking and Finance
Winston Churchill High School 1984 — 1987
Trellisent Investments August 2009 - Present
Citi May 2002 - May 2009
WR Hambrecht + Co March 2001 - July 2001
Kaufman Bros. November 2000 - February 2001
Brown Brothers Harriman May 1999 - May 2000
Capital Institutional Services, Inc. (CAPIS) August 1992 - April 1997
Skills
Equity Research, Investments, Mutual Funds, Equity Sales, High Net Worth..., Institutional Sales, New Business Development
Education
University of North Texas 1989 — 1992
Bachelor of Science (BS), Banking and Finance
Winston Churchill High School 1984 — 1987
Wood Breeden's Brown Brothers Harriman Experience July 2012 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2012 - Present
Brown Brothers Harriman July 2011 - July 2012
Morgan Creek Capital Management March 2010 - May 2010
NBC Olympics February 2010 - February 2010
NBC Sports May 2009 - August 2009
Skills
Investments, Wealth Management, Microsoft Excel, Financial Modeling, Marketing, Financial Analysis
Education
University of North Carolina at Chapel Hill 2007 — 2011
BA, Economics, Minor in History
Charlotte Country Day School
Brown Brothers Harriman July 2012 - Present
Brown Brothers Harriman July 2011 - July 2012
Morgan Creek Capital Management March 2010 - May 2010
NBC Olympics February 2010 - February 2010
NBC Sports May 2009 - August 2009
Skills
Investments, Wealth Management, Microsoft Excel, Financial Modeling, Marketing, Financial Analysis
Education
University of North Carolina at Chapel Hill 2007 — 2011
BA, Economics, Minor in History
Charlotte Country Day School
Zachary Aprea's Brown Brothers Harriman Experience April 2013 - March 2014
Job Trading at Cuttone & Co.
Industry Financial Services
Experience
Cuttone & Co. March 2014 - Present
Brown Brothers Harriman April 2013 - March 2014
Brown Brothers Harriman February 2011 - April 2013
MIT Investment Management Company (MITIMCo) June 2010 - September 2010
URI Ram Fund September 2009 - May 2010
Department of Transportation January 2008 - May 2010
Pioneer Financial Group October 2009 - February 2010
Skills
Leadership, Teamwork, Mutual Funds, Strategic Planning, Corporate Actions, Banking, Social Media, Asset Management, Investment Management, Portfolio Management, Event Planning, Public Speaking, Financial Services, Management, Fixed Income, Research, Alternative Investments, Risk Management, Microsoft Excel
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor's of Science, Finance, Economics
Cuttone & Co. March 2014 - Present
Brown Brothers Harriman April 2013 - March 2014
Brown Brothers Harriman February 2011 - April 2013
MIT Investment Management Company (MITIMCo) June 2010 - September 2010
URI Ram Fund September 2009 - May 2010
Department of Transportation January 2008 - May 2010
Pioneer Financial Group October 2009 - February 2010
Skills
Leadership, Teamwork, Mutual Funds, Strategic Planning, Corporate Actions, Banking, Social Media, Asset Management, Investment Management, Portfolio Management, Event Planning, Public Speaking, Financial Services, Management, Fixed Income, Research, Alternative Investments, Risk Management, Microsoft Excel
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor's of Science, Finance, Economics
Matthew Senger, CISP Matthew Senger, CISP's Brown Brothers Harriman Experience August 2013 - Present
Job Trust Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2013 - Present
Bessemer Trust April 2008 - August 2013
UBS Wealth Management December 2004 - April 2008
Skills
Series 7, Wealth Management, Series 66, Retirement, IRA's, Mutual Funds, Retirement Planning, Asset Management, Investments, FINRA, Uniform Combined State..., Customer Service, Investment Advisory, IRAs, Financial Advisory, Financial Planners, Insurance, Wealth Management..., Pensions, Financial Planning
Education
University of North Carolina at Wilmington 2000 — 2004
B.A. Economics, Business Administration/Economics
Brown Brothers Harriman August 2013 - Present
Bessemer Trust April 2008 - August 2013
UBS Wealth Management December 2004 - April 2008
Skills
Series 7, Wealth Management, Series 66, Retirement, IRA's, Mutual Funds, Retirement Planning, Asset Management, Investments, FINRA, Uniform Combined State..., Customer Service, Investment Advisory, IRAs, Financial Advisory, Financial Planners, Insurance, Wealth Management..., Pensions, Financial Planning
Education
University of North Carolina at Wilmington 2000 — 2004
B.A. Economics, Business Administration/Economics
Jesuino Vicente's Brown Brothers Harriman Experience October 2010 - August 2012
Job System Administrator, Gryphon Networks
Industry Computer Software
Experience
Gryphon Networks September 2015 - Present
ARIAD Pharmaceuticals, Inc. April 2014 - September 2015
Vertex Pharmaceuticals December 2012 - April 2014
Cengage Learning August 2012 - December 2012
Brown Brothers Harriman October 2010 - August 2012
John Hancock Financial Services October 2008 - October 2010
State Street Corp 2005 - 2008
Skills
Lotus Notes, Windows 7, BMC Remedy, SCCM, Active Directory, Disaster Recovery, Citrix, XP, Troubleshooting, Incident Management, VMware, Blackberry, Microsoft Office, Microsoft Exchange, Windows XP Pro, Oracle 9i, F5 BigIP, Cisco Telepresence, Symantec Endpoint..., McAfee Antivirus, Trend Micro, Norton Ghost, Lync, Cisco VoIP, Bluetooth, iPhone, iPad, Mac, Internet Explorer, Safari, Command Prompt, Wireless Networking, Malwarebytes, Hardware, Laptops, Operating Systems, Technical Support, Windows XP, Windows, Oracle, iPad Development, Antivirus, VPN, Software Documentation, System Administration, Software Installation, Servers, Networking
Education
University of Phoenix 2006 — 2008
Course work completed, Business Administration and Management, General
Year Up 2004 — 2005
Certificate, Information Technology
Gryphon Networks September 2015 - Present
ARIAD Pharmaceuticals, Inc. April 2014 - September 2015
Vertex Pharmaceuticals December 2012 - April 2014
Cengage Learning August 2012 - December 2012
Brown Brothers Harriman October 2010 - August 2012
John Hancock Financial Services October 2008 - October 2010
State Street Corp 2005 - 2008
Skills
Lotus Notes, Windows 7, BMC Remedy, SCCM, Active Directory, Disaster Recovery, Citrix, XP, Troubleshooting, Incident Management, VMware, Blackberry, Microsoft Office, Microsoft Exchange, Windows XP Pro, Oracle 9i, F5 BigIP, Cisco Telepresence, Symantec Endpoint..., McAfee Antivirus, Trend Micro, Norton Ghost, Lync, Cisco VoIP, Bluetooth, iPhone, iPad, Mac, Internet Explorer, Safari, Command Prompt, Wireless Networking, Malwarebytes, Hardware, Laptops, Operating Systems, Technical Support, Windows XP, Windows, Oracle, iPad Development, Antivirus, VPN, Software Documentation, System Administration, Software Installation, Servers, Networking
Education
University of Phoenix 2006 — 2008
Course work completed, Business Administration and Management, General
Year Up 2004 — 2005
Certificate, Information Technology
Deavenport, Celena Deavenport, Celena's Brown Brothers Harriman Experience September 2010 - Present
Job Senior Fund Accounting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds 2008 - September 2010
Oppenheimerfunds 1998 - December 2009
Skills
Fund Accounting, Securities, Mutual Funds, Investments, Bloomberg, Equities, Fixed Income, Finance, Alternative Investments, Financial Services, Hedge Funds, Asset Management
Education
University of Northern Colorado 1993 — 1998
Business, Finance
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds 2008 - September 2010
Oppenheimerfunds 1998 - December 2009
Skills
Fund Accounting, Securities, Mutual Funds, Investments, Bloomberg, Equities, Fixed Income, Finance, Alternative Investments, Financial Services, Hedge Funds, Asset Management
Education
University of Northern Colorado 1993 — 1998
Business, Finance
Jessica Felix Jessica Felix's Brown Brothers Harriman Experience March 2012 - December 2012
Job Revenue Agent at Colorado Department of Revenue
Industry Financial Services
Experience
Colorado Department of Revenue November 2014 - Present
Colorado Department of Revenue January 2013 - October 2014
Brown Brothers Harriman March 2012 - December 2012
Skills
Research, Microsoft Office, Microsoft Excel, Lotus Notes, Microsoft Word, Accounting, PowerPoint, Financial Reporting, Market Research, Non-profits, Teamwork, Strategic Planning, Financial Analysis, Time Management
Education
University of Northern Colorado 2007 — 2011
Bachelors Degree, Business Administration/Accounting/Management
Colorado Department of Revenue November 2014 - Present
Colorado Department of Revenue January 2013 - October 2014
Brown Brothers Harriman March 2012 - December 2012
Skills
Research, Microsoft Office, Microsoft Excel, Lotus Notes, Microsoft Word, Accounting, PowerPoint, Financial Reporting, Market Research, Non-profits, Teamwork, Strategic Planning, Financial Analysis, Time Management
Education
University of Northern Colorado 2007 — 2011
Bachelors Degree, Business Administration/Accounting/Management
Brendan Lahiff Brendan Lahiff's Brown Brothers Harriman Experience May 1994 - May 1997
Job Director at SanDisk
Industry Public Relations and Communications
Experience
SanDisk November 2012 - Present
Intersil March 2009 - November 2012
Financial Dynamics an FTI Consulting Inc. company January 2006 - November 2008
FD January 2006 - November 2008
Lippert/Heilshorn & Associates January 2000 - January 2006
NASD-FINRA January 1999 - January 2000
Beacon Hill Partners (InvestorCom) May 1998 - August 1998
Brown Brothers Harriman May 1994 - May 1997
Skills
Investor Relations, Marketing Communications, Press Releases, Corporate Communications, Public Relations, Competitive Analysis, Crisis Communications, Media Relations, Financial Modeling, Valuation, Strategic Planning, Business Strategy, Strategic Communications, Writing, Event Planning, Event Management, Financial Analysis, Capital Markets, Internal Communications, Equities, Compliance, Communications Strategy, IPO, Management, Strategy, Program Management, Marketing, Corporate Finance, Budgets, Analysis, Finance, Analyst Relations, Messaging, Start-ups
Education
University of San Francisco 1997 — 1998
MBA, Management
University of Scranton 1990 — 1994
BS, Finance, Minor in Economics/English
Bergen Catholic High School 1986 — 1990
HS, College Prep
SanDisk November 2012 - Present
Intersil March 2009 - November 2012
Financial Dynamics an FTI Consulting Inc. company January 2006 - November 2008
FD January 2006 - November 2008
Lippert/Heilshorn & Associates January 2000 - January 2006
NASD-FINRA January 1999 - January 2000
Beacon Hill Partners (InvestorCom) May 1998 - August 1998
Brown Brothers Harriman May 1994 - May 1997
Skills
Investor Relations, Marketing Communications, Press Releases, Corporate Communications, Public Relations, Competitive Analysis, Crisis Communications, Media Relations, Financial Modeling, Valuation, Strategic Planning, Business Strategy, Strategic Communications, Writing, Event Planning, Event Management, Financial Analysis, Capital Markets, Internal Communications, Equities, Compliance, Communications Strategy, IPO, Management, Strategy, Program Management, Marketing, Corporate Finance, Budgets, Analysis, Finance, Analyst Relations, Messaging, Start-ups
Education
University of San Francisco 1997 — 1998
MBA, Management
University of Scranton 1990 — 1994
BS, Finance, Minor in Economics/English
Bergen Catholic High School 1986 — 1990
HS, College Prep
Sophie Roldan Sophie Roldan's Brown Brothers Harriman Experience 2009 - 2012
Job Having a vast knowledge of a working environment is both beneficial to myself and to any employer.
Industry Human Resources
Experience
Wealth's Core, LLC August 2014 - Present
Brown Brothers Harriman & Co. July 1998 - July 2014
Brown Brothers Harriman 2009 - 2012
Brown Brothers Harriman 2001 - 2009
Skills
Banking, Risk Management, Financial Services, Analysis, Due Diligence, Event Planning, Organization Skills, Investigation, Resume Writing
Education
University of Phoenix 2003 — 2005
Business Administration
University of Phoenix 2003 — 2005
Business Administration
Wealth's Core, LLC August 2014 - Present
Brown Brothers Harriman & Co. July 1998 - July 2014
Brown Brothers Harriman 2009 - 2012
Brown Brothers Harriman 2001 - 2009
Skills
Banking, Risk Management, Financial Services, Analysis, Due Diligence, Event Planning, Organization Skills, Investigation, Resume Writing
Education
University of Phoenix 2003 — 2005
Business Administration
University of Phoenix 2003 — 2005
Business Administration
Shekhar Chiplunkar Shekhar Chiplunkar's Brown Brothers Harriman Experience May 2007 - December 2007
Job Consultant
Industry Computer Software
Experience
AIT Global Inc. May 2015 - Present
Tech Mahindra June 2008 - April 2015
Boston Symphony Orchestra February 2008 - May 2008
AIT Global, Inc 2004 - May 2008
Brown Brothers Harriman May 2007 - December 2007
Putnam Investments February 2006 - April 2007
Education Testing Services ETS January 2005 - January 2006
UCA Systems November 2004 - December 2004
Symphony Services 2004 - 2004
Iopsis Software 2002 - 2004
Skills
Java Enterprise Edition, Hibernate, Spring, Web Services, Java, Agile Methodologies, JSP, Core Java, EJB, Struts, Servlets, Requirements Analysis, Weblogic, PL/SQL, Software Project..., Spring Framework, WebLogic, Oracle, Design Patterns, Software Development, SOA
Education
CDAC 1998 — 1999
University of Pune 1994 — 1998
BS Equivalent, Electronics
Nutan Marathi Vidyalaya 1988 — 1991
Maharashtra Vidyalay
Pimpari Chinchwad Polytechnic
AIT Global Inc. May 2015 - Present
Tech Mahindra June 2008 - April 2015
Boston Symphony Orchestra February 2008 - May 2008
AIT Global, Inc 2004 - May 2008
Brown Brothers Harriman May 2007 - December 2007
Putnam Investments February 2006 - April 2007
Education Testing Services ETS January 2005 - January 2006
UCA Systems November 2004 - December 2004
Symphony Services 2004 - 2004
Iopsis Software 2002 - 2004
Skills
Java Enterprise Edition, Hibernate, Spring, Web Services, Java, Agile Methodologies, JSP, Core Java, EJB, Struts, Servlets, Requirements Analysis, Weblogic, PL/SQL, Software Project..., Spring Framework, WebLogic, Oracle, Design Patterns, Software Development, SOA
Education
CDAC 1998 — 1999
University of Pune 1994 — 1998
BS Equivalent, Electronics
Nutan Marathi Vidyalaya 1988 — 1991
Maharashtra Vidyalay
Pimpari Chinchwad Polytechnic
Jennifer Zhao's Brown Brothers Harriman Experience June 2010 - August 2010
Job Associate at Clayton Dubilier & Rice
Industry Financial Services
Experience
Citi Private Bank June 2012 - February 2015
Credit Suisse June 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Equities, Fixed Income, Derivatives, Data Analysis, PowerPoint, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics
Citi Private Bank June 2012 - February 2015
Credit Suisse June 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Equities, Fixed Income, Derivatives, Data Analysis, PowerPoint, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics
Conor O'Toole Conor O'Toole's Brown Brothers Harriman Experience July 2015 - Present
Job FX Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
JAT Capital Management, L.P. May 2014 - August 2014
McGraw Hill Financial June 2012 - August 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
B.S. in Business Administration, Finance Emphasis
Fordham Preparatory School 2007 — 2011
High School
Brown Brothers Harriman July 2015 - Present
JAT Capital Management, L.P. May 2014 - August 2014
McGraw Hill Financial June 2012 - August 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
B.S. in Business Administration, Finance Emphasis
Fordham Preparatory School 2007 — 2011
High School
HAN MENG HAN MENG's Brown Brothers Harriman Experience April 2010 - January 2011
Job Operation Manager at Goldenfaith Fund Ltd.
Industry Banking
Experience
Goldenfaith Fund Ltd. March 2011 - February 2012
Brown Brothers Harriman April 2010 - January 2011
Alternative Asset Investment Management February 2010 - April 2010
Marshall Business School May 2009 - July 2009
Financial Research Center of Wuhan University March 2007 - May 2008
China Construction Bank January 2007 - March 2007
Skills
Financial Modeling, Derivatives, Valuation, Corporate Finance, Financial Markets, Investments, Analysis, Finance, Due Diligence, Banking, Securities, Market Research, Accounting, Matlab
Education
University of Southern California 2008 — 2008
Master of Science
Wuhan University 2004 — 2008
Bachelor of Science
Goldenfaith Fund Ltd. March 2011 - February 2012
Brown Brothers Harriman April 2010 - January 2011
Alternative Asset Investment Management February 2010 - April 2010
Marshall Business School May 2009 - July 2009
Financial Research Center of Wuhan University March 2007 - May 2008
China Construction Bank January 2007 - March 2007
Skills
Financial Modeling, Derivatives, Valuation, Corporate Finance, Financial Markets, Investments, Analysis, Finance, Due Diligence, Banking, Securities, Market Research, Accounting, Matlab
Education
University of Southern California 2008 — 2008
Master of Science
Wuhan University 2004 — 2008
Bachelor of Science
Geoff Deasey Geoff Deasey's Brown Brothers Harriman Experience February 1999 - November 2003
Job Managing Director, AUA Capital Management
Industry Financial Services
Experience
Chester County Asset Management October 2011 - Present
Legg Mason, Global Currents Investment Management March 2008 - April 2011
Glenmede May 2004 - March 2008
Brown Brothers Harriman February 1999 - November 2003
Corestates Capital Advisors 1988 - 1992
Merrill Lynch 1984 - 1989
Skills
Sales Management, Business Relationship..., Team Management, Team Building, Key Account Management, Mentoring, New Business Development, Investments, Management, Sales, Equities, Relationship Management, Marketing, Strategic Planning, Asset Management, Portfolio Management, Series 7
Education
University of Pennsylvania
BA, Political Science & Sociology
Widener University School of Law
JD
Chester County Asset Management October 2011 - Present
Legg Mason, Global Currents Investment Management March 2008 - April 2011
Glenmede May 2004 - March 2008
Brown Brothers Harriman February 1999 - November 2003
Corestates Capital Advisors 1988 - 1992
Merrill Lynch 1984 - 1989
Skills
Sales Management, Business Relationship..., Team Management, Team Building, Key Account Management, Mentoring, New Business Development, Investments, Management, Sales, Equities, Relationship Management, Marketing, Strategic Planning, Asset Management, Portfolio Management, Series 7
Education
University of Pennsylvania
BA, Political Science & Sociology
Widener University School of Law
JD
Tyler Converse's Brown Brothers Harriman Experience January 2002 - December 2007
Job Associate Brand Manager | Bomb Pop | Blue Ribbon Classics | Country Rich at Wells Enterprises
Industry Consumer Goods
Experience
Wells Enterprises September 2014 - Present
Wells Enterprises June 2014 - September 2014
Simon Graduate School of Business, University of Rochester 2012 - June 2014
Constellation Brands - Corporate Headquarters March 2013 - September 2013
Toussaint Capital Partners, LLC 2011 - 2011
Baker College December 2007 - December 2010
Brown Brothers Harriman January 2002 - December 2007
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Competitive & Organizational Strategy, Brand Management, Marketing & Pricing
Baker College
Bachelor Business Administration, Marketing
Wells Enterprises September 2014 - Present
Wells Enterprises June 2014 - September 2014
Simon Graduate School of Business, University of Rochester 2012 - June 2014
Constellation Brands - Corporate Headquarters March 2013 - September 2013
Toussaint Capital Partners, LLC 2011 - 2011
Baker College December 2007 - December 2010
Brown Brothers Harriman January 2002 - December 2007
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Competitive & Organizational Strategy, Brand Management, Marketing & Pricing
Baker College
Bachelor Business Administration, Marketing
Brendan Halligan Brendan Halligan's Brown Brothers Harriman Experience July 2008 - March 2015
Job FX and EM Local Debt Trader at Lord, Abbett & Co. LLC
Industry Capital Markets
Experience
Lord, Abbett & Co. LLC March 2015 - Present
Brown Brothers Harriman July 2008 - March 2015
Brown Brothers Harriman May 2007 - August 2007
Wachovia Securities, LLC January 2007 - May 2007
Smith Barney March 2006 - December 2006
Skills
Bloomberg, Trading, FX trading, FX Spot, Emerging Markets, NDF Trading, Technical Analysis, FX Swaps, Financial Markets, Reuters 3000, Hyperion Performance..., Fixed Income, Capital Markets, Asset Management, Currency, Derivatives, Equities, FX Options, Financial Modeling, Foreign Exchange, Hedge Funds, Investments, Portfolio Management
Education
University of Pittsburgh 2003 — 2007
Finance and Economics
Lord, Abbett & Co. LLC March 2015 - Present
Brown Brothers Harriman July 2008 - March 2015
Brown Brothers Harriman May 2007 - August 2007
Wachovia Securities, LLC January 2007 - May 2007
Smith Barney March 2006 - December 2006
Skills
Bloomberg, Trading, FX trading, FX Spot, Emerging Markets, NDF Trading, Technical Analysis, FX Swaps, Financial Markets, Reuters 3000, Hyperion Performance..., Fixed Income, Capital Markets, Asset Management, Currency, Derivatives, Equities, FX Options, Financial Modeling, Foreign Exchange, Hedge Funds, Investments, Portfolio Management
Education
University of Pittsburgh 2003 — 2007
Finance and Economics
Jonathan Ferrara's Brown Brothers Harriman Experience July 2008 - May 2012
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2013 - Present
JPMorgan Chase May 2012 - March 2013
Brown Brothers Harriman July 2008 - May 2012
Mergent, Inc. February 2007 - January 2008
Skills
Analysis, Cross-functional Team..., Management, Fixed Income, Leadership, Banking, Business Analysis, Business Requirements, Data Analysis, Equities, Financial Analysis, Process Improvement, Program Management, Requirements Gathering, Risk Management, Software Documentation, Microsoft Excel, Microsoft Office
Education
University of Pittsburgh 2002 — 2006
Bachelor of Arts, Finance, Economics
JPMorgan Chase March 2013 - Present
JPMorgan Chase May 2012 - March 2013
Brown Brothers Harriman July 2008 - May 2012
Mergent, Inc. February 2007 - January 2008
Skills
Analysis, Cross-functional Team..., Management, Fixed Income, Leadership, Banking, Business Analysis, Business Requirements, Data Analysis, Equities, Financial Analysis, Process Improvement, Program Management, Requirements Gathering, Risk Management, Software Documentation, Microsoft Excel, Microsoft Office
Education
University of Pittsburgh 2002 — 2006
Bachelor of Arts, Finance, Economics
Russell Grant's Brown Brothers Harriman Experience July 2013 - February 2015
Job Foreign Exchange & Commodity Analytics Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2015 - Present
Bloomberg LP February 2015 - August 2015
Brown Brothers Harriman July 2013 - February 2015
US Army April 2011 - June 2012
US Army March 2009 - November 2009
US Army January 2009 - March 2009
Skills
Anti Money Laundering, Relationship Management, Fundraising, Economic Sanctions, Army, Project Management, Security Clearance, Afghanistan, Military, Counterterrorism, Counterinsurgency, Operational Planning, Military Operations, Military Experience, Combat, NATO, Explosive Ordnance..., EOD, Interagency Coordination, Joint Military..., Defense, Emergency Management, Military Affairs, Weapons Handling
Education
University of North Carolina at Chapel Hill 2005 — 2007
Bachelor, Peace, War and Defense / Political Science
Ranger School 2010 — 2010
Navy School Explosive Ordnance Disposal 2008 — 2008
Valley Forge Military Academy & College 2000 — 2003
High school diploma
Bloomberg LP August 2015 - Present
Bloomberg LP February 2015 - August 2015
Brown Brothers Harriman July 2013 - February 2015
US Army April 2011 - June 2012
US Army March 2009 - November 2009
US Army January 2009 - March 2009
Skills
Anti Money Laundering, Relationship Management, Fundraising, Economic Sanctions, Army, Project Management, Security Clearance, Afghanistan, Military, Counterterrorism, Counterinsurgency, Operational Planning, Military Operations, Military Experience, Combat, NATO, Explosive Ordnance..., EOD, Interagency Coordination, Joint Military..., Defense, Emergency Management, Military Affairs, Weapons Handling
Education
University of North Carolina at Chapel Hill 2005 — 2007
Bachelor, Peace, War and Defense / Political Science
Ranger School 2010 — 2010
Navy School Explosive Ordnance Disposal 2008 — 2008
Valley Forge Military Academy & College 2000 — 2003
High school diploma
David Lucia David Lucia's Brown Brothers Harriman Experience September 2008 - October 2010
Job Real Estate Agent at Realty Express LaBarbera
Industry Real Estate
Experience
Realty Express LaBarbera January 2011 - Present
Yodle February 2010 - November 2010
Brown Brothers Harriman September 2008 - October 2010
Morgan Stanley February 2009 - August 2009
Brown Brothers Harriman & Co October 2008 - January 2009
Old Lane, LP June 2007 - September 2007
Skills
Hedge Funds, Sales, Real Estate, Options, Online Marketing, Investments, Trading, Time Management, Real Estate Transactions, Relocation, Residential Homes, Rentals, Condos, First Time Home Buyers, Sellers, Investment Properties
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Rhode Island Business School 2004 — 2008
Bachelor of Arts/Science, Business Administration
Realty Express LaBarbera January 2011 - Present
Yodle February 2010 - November 2010
Brown Brothers Harriman September 2008 - October 2010
Morgan Stanley February 2009 - August 2009
Brown Brothers Harriman & Co October 2008 - January 2009
Old Lane, LP June 2007 - September 2007
Skills
Hedge Funds, Sales, Real Estate, Options, Online Marketing, Investments, Trading, Time Management, Real Estate Transactions, Relocation, Residential Homes, Rentals, Condos, First Time Home Buyers, Sellers, Investment Properties
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Rhode Island Business School 2004 — 2008
Bachelor of Arts/Science, Business Administration
Daniel Britton Daniel Britton's Brown Brothers Harriman Experience February 2011 - Present
Job Vice President Senior Product Manager Direct Channels at HSBC Commercial Banking
Industry Banking
Experience
HSBC Commercial Banking March 2015 - Present
Brown Brothers Harriman February 2011 - Present
Brown Brothers Harriman February 2009 - February 2011
BNY Mellon June 2005 - June 2006
Skills
Asset Allocation, Microsoft Office, Financial Analysis, Sales, New Business Development, Corporate Finance, SWIFT messaging, Corporate Actions, Relationship Management, Business Analysis, Securities, Fixed Income, Equities, Financial Services, Bloomberg, Mutual Funds, Investments, Finance, Risk Management
Education
University of Rochester 2000 — 2004
American History
HSBC Commercial Banking March 2015 - Present
Brown Brothers Harriman February 2011 - Present
Brown Brothers Harriman February 2009 - February 2011
BNY Mellon June 2005 - June 2006
Skills
Asset Allocation, Microsoft Office, Financial Analysis, Sales, New Business Development, Corporate Finance, SWIFT messaging, Corporate Actions, Relationship Management, Business Analysis, Securities, Fixed Income, Equities, Financial Services, Bloomberg, Mutual Funds, Investments, Finance, Risk Management
Education
University of Rochester 2000 — 2004
American History
Christopher Haynes Christopher Haynes's Brown Brothers Harriman Experience June 2011 - October 2013
Job Product Information Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2015 - Present
Old Mutual Asset Management October 2013 - January 2015
Brown Brothers Harriman June 2011 - October 2013
Brown Brothers Harriman May 2010 - August 2010
Wainwright Investment Counsel May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Microsoft Excel, Research, Microsoft Word, Microsoft Office, JavaScript, HTML, CSS, PHP, MySQL, Bloomberg, Matlab, Auditing, Portfolio Management, Data Analysis, Analysis
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics
Buckingham Brown & Nichols High School 2003 — 2007
Putnam Investments July 2015 - Present
Old Mutual Asset Management October 2013 - January 2015
Brown Brothers Harriman June 2011 - October 2013
Brown Brothers Harriman May 2010 - August 2010
Wainwright Investment Counsel May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Microsoft Excel, Research, Microsoft Word, Microsoft Office, JavaScript, HTML, CSS, PHP, MySQL, Bloomberg, Matlab, Auditing, Portfolio Management, Data Analysis, Analysis
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics
Buckingham Brown & Nichols High School 2003 — 2007
Courtney Holton's Brown Brothers Harriman Experience September 2012 - November 2014
Job Portfolio Accounting Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company December 2014 - Present
Brown Brothers Harriman September 2012 - November 2014
Brown Brothers Harriman July 2011 - September 2012
CBS News Marketing December 2010 - January 2011
Skills
CRM, Fixed Income, PowerPoint, Financial Reporting, Securities, Portfolio Management, Bloomberg, Equities, Derivatives, Finance, Financial Modeling, Process Improvement, Microsoft Excel, Editing, Financial Services, Event Planning
Education
University of San Diego 2007 — 2011
BA, Economics, Finance, Marketing
ALPS, A DST Company December 2014 - Present
Brown Brothers Harriman September 2012 - November 2014
Brown Brothers Harriman July 2011 - September 2012
CBS News Marketing December 2010 - January 2011
Skills
CRM, Fixed Income, PowerPoint, Financial Reporting, Securities, Portfolio Management, Bloomberg, Equities, Derivatives, Finance, Financial Modeling, Process Improvement, Microsoft Excel, Editing, Financial Services, Event Planning
Education
University of San Diego 2007 — 2011
BA, Economics, Finance, Marketing
Geoffrey Deasey Geoffrey Deasey's Brown Brothers Harriman Experience 1997 - 2004
Job Successful Investment Management Professional
Industry Investment Management
Experience
Legg Mason March 2008 - April 2011
Glenmede 2003 - 2007
Brown Brothers Harriman 1997 - 2004
CoreStates 1989 - 1994
Education
Widener University School of Law 1980 — 1983
JD
University of Pennsylvania 1976 — 1980
BA, Liberal Arts/Sociology
Legg Mason March 2008 - April 2011
Glenmede 2003 - 2007
Brown Brothers Harriman 1997 - 2004
CoreStates 1989 - 1994
Education
Widener University School of Law 1980 — 1983
JD
University of Pennsylvania 1976 — 1980
BA, Liberal Arts/Sociology
Janet Chang, CFA's Brown Brothers Harriman Experience 1993 - 1995
Job
Industry Financial Services
Experience
Deutsche Bank Securities 1996 - 1999
Bear Stearns 1995 - 1996
Brown Brothers Harriman 1993 - 1995
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Deutsche Bank Securities 1996 - 1999
Bear Stearns 1995 - 1996
Brown Brothers Harriman 1993 - 1995
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Amit Bhagoji's Brown Brothers Harriman Experience March 2007 - February 2011
Job Prime Brokerage Client Service at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse February 2011 - Present
Brown Brothers Harriman March 2007 - February 2011
Pfizer Incorporated June 2005 - September 2005
Skills
Bloomberg, Financial Analysis, Valuation, Financial Modeling, Equities, Hedge Funds, Derivatives, Fixed Income, Analytics, Securities, Financial Services, Trading, Investment Banking, Capital Markets, Portfolio Management, Asset Management, Alternative Investments, Corporate Finance
Education
University of Rochester - Simon Business School 2004 — 2006
M.B.A, Finance
University of Rochester 2000 — 2004
B.S, Biomedical Engineering
Credit Suisse February 2011 - Present
Brown Brothers Harriman March 2007 - February 2011
Pfizer Incorporated June 2005 - September 2005
Skills
Bloomberg, Financial Analysis, Valuation, Financial Modeling, Equities, Hedge Funds, Derivatives, Fixed Income, Analytics, Securities, Financial Services, Trading, Investment Banking, Capital Markets, Portfolio Management, Asset Management, Alternative Investments, Corporate Finance
Education
University of Rochester - Simon Business School 2004 — 2006
M.B.A, Finance
University of Rochester 2000 — 2004
B.S, Biomedical Engineering
Katherine Maciag Cavanaugh's Brown Brothers Harriman Experience November 2001 - September 2003
Job AVP Short Term Liquidity Trader at LaSalle Bank
Industry Financial Services
Experience
LaSalle Bank September 2003 - Present
Brown Brothers Harriman November 2001 - September 2003
Neuberger Berman LLC February 2000 - May 2001
Education
University of North Carolina at Greensboro 1995 — 1999
LaSalle Bank September 2003 - Present
Brown Brothers Harriman November 2001 - September 2003
Neuberger Berman LLC February 2000 - May 2001
Education
University of North Carolina at Greensboro 1995 — 1999
Noel Sloan's Brown Brothers Harriman Experience VPKleinwort Benson1983 - 1989
Job SVP at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman VPKleinwort Benson1983 - 1989
Education
University of Oxford 1980 — 1983
Brown Brothers Harriman VPKleinwort Benson1983 - 1989
Education
University of Oxford 1980 — 1983
Harrison Davis's Brown Brothers Harriman Experience February 2013 - April 2015
Job Senior Associate at TZP Group
Industry Venture Capital & Private Equity
Experience
TZP Group April 2015 - Present
Brown Brothers Harriman February 2013 - April 2015
Brown Brothers Harriman June 2011 - February 2013
Deloitte Consulting October 2007 - July 2009
Stockamp & Associates October 2005 - October 2007
Skills
Economics, Investments, Equities, Financial Modeling, Valuation, Data Analysis, Management Consulting, Due Diligence, Financial Analysis, Mergers, Business Strategy, Strategic Planning, Competitive Analysis, Private Equity, Market Research, Analysis, Strategy, Analytics, Organizational Design, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance and Entrepreneurship
Vanderbilt University 2001 — 2005
BA, Cum Laude, History & Economics
The Westminster Schools 1987 — 2001
TZP Group April 2015 - Present
Brown Brothers Harriman February 2013 - April 2015
Brown Brothers Harriman June 2011 - February 2013
Deloitte Consulting October 2007 - July 2009
Stockamp & Associates October 2005 - October 2007
Skills
Economics, Investments, Equities, Financial Modeling, Valuation, Data Analysis, Management Consulting, Due Diligence, Financial Analysis, Mergers, Business Strategy, Strategic Planning, Competitive Analysis, Private Equity, Market Research, Analysis, Strategy, Analytics, Organizational Design, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance and Entrepreneurship
Vanderbilt University 2001 — 2005
BA, Cum Laude, History & Economics
The Westminster Schools 1987 — 2001
Brett Howard's Brown Brothers Harriman Experience June 1993 - June 1995
Job Principal, Cherry Street Partners
Industry Financial Services
Experience
Cherry Street Partners January 2003 - Present
Argus Information and Advisory Services January 2000 - January 2003
A.T. Kearney September 1997 - January 2000
Brown Brothers Harriman June 1993 - June 1995
Skills
401k, Retirement Planning, Insurance, Risk Management, Pensions, Business Strategy, Management, Employee Benefits, Succession Planning, Investments, Strategy, Business Planning, Executive Management, Financial Modeling, Executive Pay
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance and Strategic Management
Yale University 1989 — 1993
BA, Economics
Cherry Street Partners January 2003 - Present
Argus Information and Advisory Services January 2000 - January 2003
A.T. Kearney September 1997 - January 2000
Brown Brothers Harriman June 1993 - June 1995
Skills
401k, Retirement Planning, Insurance, Risk Management, Pensions, Business Strategy, Management, Employee Benefits, Succession Planning, Investments, Strategy, Business Planning, Executive Management, Financial Modeling, Executive Pay
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance and Strategic Management
Yale University 1989 — 1993
BA, Economics
Kelly Guerrier's Brown Brothers Harriman Experience 2005 - 2007
Job Analyst at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services October 2010 - Present
PNC Financial Services Group August 2009 - March 2011
Brown Brothers Harriman 2005 - 2007
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
University of Pittsburgh 1999 — 2003
BSBA
PNC Financial Services October 2010 - Present
PNC Financial Services Group August 2009 - March 2011
Brown Brothers Harriman 2005 - 2007
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
University of Pittsburgh 1999 — 2003
BSBA
Ed Allinson's Brown Brothers Harriman Experience 1991 - 1999
Job International Portfolio Manager at Lord Abbett
Industry Financial Services
Experience
Lord Abbett 2005 - Present
Allianz Rcm 2003 - 2005
State Street Global Advisors 1999 - 2001
brown brothers harriman 1991 - 1999
Skills
Asset Allocation, Asset Management, Equities, Bloomberg, Equity Research, Fixed Income, Hedge Funds, Investments, Portfolio Management, Valuation, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1991
mba
University of Pennsylvania
Lord Abbett 2005 - Present
Allianz Rcm 2003 - 2005
State Street Global Advisors 1999 - 2001
brown brothers harriman 1991 - 1999
Skills
Asset Allocation, Asset Management, Equities, Bloomberg, Equity Research, Fixed Income, Hedge Funds, Investments, Portfolio Management, Valuation, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1991
mba
University of Pennsylvania
Ed Allinson's Brown Brothers Harriman Experience 1991 - 1999
Job International portfolio manager at lord abbett
Industry Financial Services
Experience
lord abbett August 2005 - Present
RCM Capital Management 2003 - 2005
Mellon growth advisors 2001 - 2003
Brown Brothers Harriman 1991 - 1999
Skills
Mutual Funds, Equities, Asset Management, Investments, Emerging Markets, Portfolio Management, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Investment Management, Securities, Valuation
Education
University of Pennsylvania - The Wharton School (CA) 1989 — 1991
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Financial Management Services
lawrenceville
lord abbett August 2005 - Present
RCM Capital Management 2003 - 2005
Mellon growth advisors 2001 - 2003
Brown Brothers Harriman 1991 - 1999
Skills
Mutual Funds, Equities, Asset Management, Investments, Emerging Markets, Portfolio Management, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Investment Management, Securities, Valuation
Education
University of Pennsylvania - The Wharton School (CA) 1989 — 1991
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Financial Management Services
lawrenceville
Emily Salter's Brown Brothers Harriman Experience August 2005 - December 2006
Job Assistant Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group January 2012 - Present
JP Morgan Chase October 2010 - November 2011
SunGard December 2006 - October 2010
Brown Brothers Harriman August 2005 - December 2006
Alliance Capital June 2004 - July 2005
Education
University of Rhode Island - College of Business Administration 2000 — 2004
Bachelor's Degree, Finance, General
The Blackstone Group January 2012 - Present
JP Morgan Chase October 2010 - November 2011
SunGard December 2006 - October 2010
Brown Brothers Harriman August 2005 - December 2006
Alliance Capital June 2004 - July 2005
Education
University of Rhode Island - College of Business Administration 2000 — 2004
Bachelor's Degree, Finance, General
Randy Sides's Brown Brothers Harriman Experience 1979 - 1983
Job Managing Director, RWSides& Company, Inc.
Industry Management Consulting
Experience
RWSides& Company, Inc. 2006 - Present
Barclays Capital 2002 - 2005
TradeWeb 2000 - 2001
RWSides& Company, Inc. 1997 - 1999
Chase Manhattan Corporation 1993 - 1996
Credit Suisse First Boston 1983 - 1992
Brown Brothers Harriman 1979 - 1983
Skills
Risk Management, Business Development, Project Management, Strategic Planning, Financial Technology, Electronic Trading, Fixed Income, Derivatives
Education
University of North Carolina at Greensboro 1975 — 1979
B.A., cum laude
RWSides& Company, Inc. 2006 - Present
Barclays Capital 2002 - 2005
TradeWeb 2000 - 2001
RWSides& Company, Inc. 1997 - 1999
Chase Manhattan Corporation 1993 - 1996
Credit Suisse First Boston 1983 - 1992
Brown Brothers Harriman 1979 - 1983
Skills
Risk Management, Business Development, Project Management, Strategic Planning, Financial Technology, Electronic Trading, Fixed Income, Derivatives
Education
University of North Carolina at Greensboro 1975 — 1979
B.A., cum laude
Jerry Meyer's Brown Brothers Harriman Experience October 1991 - October 1995
Job Chief Operating Officer at FrontFour Capital LLC
Industry Financial Services
Experience
FrontFour Capital LLC November 2007 - Present
Pirate Capital LLC January 2006 - October 2007
UBS 1995 - 2000
Brown Brothers Harriman October 1991 - October 1995
Education
University of Pennsylvania 1986 — 1990
FrontFour Capital LLC November 2007 - Present
Pirate Capital LLC January 2006 - October 2007
UBS 1995 - 2000
Brown Brothers Harriman October 1991 - October 1995
Education
University of Pennsylvania 1986 — 1990
Michelle Liguori's Brown Brothers Harriman Experience 1998 - 2003
Job Senior Trainer at NYSE Euronext
Industry Financial Services
Experience
Intercontinental Exchange/ NYSE July 2003 - Present
Brown Brothers Harriman 1998 - 2003
Education
University of Rhode Island 1994 — 1998
Intercontinental Exchange/ NYSE July 2003 - Present
Brown Brothers Harriman 1998 - 2003
Education
University of Rhode Island 1994 — 1998
Mark Couch's Brown Brothers Harriman Experience September 1996 - February 1997
Job Vice President, Technical Specialist/Business Analyst
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney March 2008 - Present
John Betts Fine Minerals 1995 - 2009
State of Iowa 2007 - 2008
ADP March 2003 - May 2007
ABC 33/40 June 2000 - May 2002
Mercedes Benz USA - Montvale 1999 - 2000
New York Life September 1998 - May 1999
Smith Barney February 1997 - September 1998
Brown Brothers Harriman September 1996 - February 1997
Everest Reinsurance February 1988 - September 1996
Skills
Analysis, SDLC, Business Analysis, SQL, Project Management, Risk Management, SharePoint, Visio, Microsoft Office, Functional..., Liaison
Education
University of Portsmouth 1985 — 1986
Postgrad in Information Technology, Systems design, integration, communications
University of Portsmouth 1982 — 1985
B. Sc Geology, Geology/Earth Science, General
Tonypandy Grammar School 1976 — 1982
Morgan Stanley Smith Barney March 2008 - Present
John Betts Fine Minerals 1995 - 2009
State of Iowa 2007 - 2008
ADP March 2003 - May 2007
ABC 33/40 June 2000 - May 2002
Mercedes Benz USA - Montvale 1999 - 2000
New York Life September 1998 - May 1999
Smith Barney February 1997 - September 1998
Brown Brothers Harriman September 1996 - February 1997
Everest Reinsurance February 1988 - September 1996
Skills
Analysis, SDLC, Business Analysis, SQL, Project Management, Risk Management, SharePoint, Visio, Microsoft Office, Functional..., Liaison
Education
University of Portsmouth 1985 — 1986
Postgrad in Information Technology, Systems design, integration, communications
University of Portsmouth 1982 — 1985
B. Sc Geology, Geology/Earth Science, General
Tonypandy Grammar School 1976 — 1982
Caitlin Devlin's Brown Brothers Harriman Experience May 2014 - Present
Job Relationship Manager, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - Present
Citi Private Bank December 2012 - April 2014
Citi Private Bank January 2011 - December 2012
Citi Private Bank 2007 - 2011
Skills
Portfolio Management, Trading, Business Strategy, Account Reconciliation, Trust Management, Lines Of Credit, Employee Training
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Communications, Marketing, Psychology
The Agnes Irwin School 2000 — 2004
High School
The Agnes Irwin School
Brown Brothers Harriman May 2014 - Present
Citi Private Bank December 2012 - April 2014
Citi Private Bank January 2011 - December 2012
Citi Private Bank 2007 - 2011
Skills
Portfolio Management, Trading, Business Strategy, Account Reconciliation, Trust Management, Lines Of Credit, Employee Training
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Communications, Marketing, Psychology
The Agnes Irwin School 2000 — 2004
High School
The Agnes Irwin School
Paul Fyda's Brown Brothers Harriman Experience September 2008 - Present
Job Foreign Exchange
Industry Financial Services
Experience
Brown Brothers Harriman September 2008 - Present
SunGard March 2007 - September 2008
Brown Brothers Harriman October 2000 - March 2007
Mellon Bank November 1999 - October 2000
Skills
Foreign Exchange..., Foreign Exchange..., Extensive Expertise in..., Global Custody, Corporate Actions, Mutual Funds, Client Service, FX Options, Bloomberg, Client Services, Derivatives, Equities, Financial Markets, Finance, Financial Services, Foreign Exchange, Fixed Income, Trading, Securities, Hedge Funds
Education
University of Pittsburgh 1995 — 1999
Business - Finance
Brown Brothers Harriman September 2008 - Present
SunGard March 2007 - September 2008
Brown Brothers Harriman October 2000 - March 2007
Mellon Bank November 1999 - October 2000
Skills
Foreign Exchange..., Foreign Exchange..., Extensive Expertise in..., Global Custody, Corporate Actions, Mutual Funds, Client Service, FX Options, Bloomberg, Client Services, Derivatives, Equities, Financial Markets, Finance, Financial Services, Foreign Exchange, Fixed Income, Trading, Securities, Hedge Funds
Education
University of Pittsburgh 1995 — 1999
Business - Finance
Ngalai Chinsee's Brown Brothers Harriman Experience April 1995 - May 1999
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2012 - Present
Deutsche Bank April 2007 - June 2012
SS&C Technologies May 1999 - March 2007
Brown Brothers Harriman April 1995 - May 1999
Bankers Trust July 1988 - March 1999
Education
University of Pennsylvania 1984 — 1988
BA, Economics
Wells Fargo June 2012 - Present
Deutsche Bank April 2007 - June 2012
SS&C Technologies May 1999 - March 2007
Brown Brothers Harriman April 1995 - May 1999
Bankers Trust July 1988 - March 1999
Education
University of Pennsylvania 1984 — 1988
BA, Economics
Albert Anda's Brown Brothers Harriman Experience November 2007 - November 2011
Job Vice President Tax Information Reporting
Industry Banking
Experience
Citi March 2014 - Present
Deutsche Bank November 2011 - February 2014
Brown Brothers Harriman November 2007 - November 2011
BNY Mellon December 2000 - October 2007
Skills
Corporate Actions, Account Reconciliation, Global Custody, Fund Accounting, Tax, Auditing, General Ledger, Back Office, Risk Management, Internal Controls, Middle Office, Microsoft Excel, Hedge Funds, Banking, Securities, Mutual Funds, Financial Services, Equities, Finance, Investments, Financial Analysis, Fixed Income, Asset Management, Bloomberg, Derivatives, Financial Modeling, Mergers & Acquisitions, Investment Banking, Portfolio Management, Settlement, Series 7, Credit, Capital Markets, Cash Management, Client Services, Valuation, Trading
Education
The University of Phoenix 2003 — 2009
Finance, Business
Citi March 2014 - Present
Deutsche Bank November 2011 - February 2014
Brown Brothers Harriman November 2007 - November 2011
BNY Mellon December 2000 - October 2007
Skills
Corporate Actions, Account Reconciliation, Global Custody, Fund Accounting, Tax, Auditing, General Ledger, Back Office, Risk Management, Internal Controls, Middle Office, Microsoft Excel, Hedge Funds, Banking, Securities, Mutual Funds, Financial Services, Equities, Finance, Investments, Financial Analysis, Fixed Income, Asset Management, Bloomberg, Derivatives, Financial Modeling, Mergers & Acquisitions, Investment Banking, Portfolio Management, Settlement, Series 7, Credit, Capital Markets, Cash Management, Client Services, Valuation, Trading
Education
The University of Phoenix 2003 — 2009
Finance, Business
Gaurav Bazaz's Brown Brothers Harriman Experience October 2011 - November 2013
Job CTO at Revon Systems
Industry Design
Experience
Revon Systems December 2013 - Present
Brown Brothers Harriman October 2011 - November 2013
Pravega Inc. October 2008 - September 2011
Pegasus Capital Advisors L.P. June 2006 - May 2008
GE Capital May 2004 - August 2004
Carnegie Mellon University June 2003 - August 2003
Education
University of Pennsylvania 2001 — 2006
B.S.Engineering, B.S.Economics, Computer & EE, Operations & Information Management
DPS
Revon Systems December 2013 - Present
Brown Brothers Harriman October 2011 - November 2013
Pravega Inc. October 2008 - September 2011
Pegasus Capital Advisors L.P. June 2006 - May 2008
GE Capital May 2004 - August 2004
Carnegie Mellon University June 2003 - August 2003
Education
University of Pennsylvania 2001 — 2006
B.S.Engineering, B.S.Economics, Computer & EE, Operations & Information Management
DPS
Dana Mooney's Brown Brothers Harriman Experience September 2011 - February 2013
Job Communications/ Marketing
Industry Financial Services
Experience
Bridgewater Associates February 2013 - Present
Brown Brothers Harriman September 2011 - February 2013
Anglo Irish Bank (International) September 2010 - September 2011
KPMG March 2008 - June 2009
Skills
Fundraising, Microsoft Office, Event Planning, Microsoft Excel, Social Media, Event Management, Marketing, Marketing Communications, Project Management, Leadership, Public Speaking, Strategic Communications
Education
University of Southern California 2003 — 2006
Bachelor of Arts, Art History
Bridgewater Associates February 2013 - Present
Brown Brothers Harriman September 2011 - February 2013
Anglo Irish Bank (International) September 2010 - September 2011
KPMG March 2008 - June 2009
Skills
Fundraising, Microsoft Office, Event Planning, Microsoft Excel, Social Media, Event Management, Marketing, Marketing Communications, Project Management, Leadership, Public Speaking, Strategic Communications
Education
University of Southern California 2003 — 2006
Bachelor of Arts, Art History
James M. Higgins, CFA's Brown Brothers Harriman Experience 1992 - 1994
Job Real estate investment and sales
Industry Real Estate
Experience
Addison Wolfe Real Estate August 2013 - Present
Ionosphere Capital LLC February 2012 - May 2013
Ticonderoga Securities LLC June 2011 - January 2012
Solebury Research LLC in association with Soleil Securities June 2010 - June 2011
Seabury Group July 2008 - April 2010
Solebury Research/Soleil Securities March 2007 - July 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1994 - 2000
Brown Brothers Harriman 1992 - 1994
Bank of New York Mellon 1988 - 1992
Skills
Valuation, Equities, Financial Modeling, Investments, Equity Research, Financial Analysis, Series 7, Bloomberg, Series 63, Securities, Finance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, FINRA, Asset Management, Restructuring, Risk Management, Financial Risk, Emerging Markets, Due Diligence, Trading, Investment Management, Financial Markets, Investment Strategies, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1986 — 1987
MBA, Finance
University of Pennsylvania 1976 — 1978
M.Arch., Architecture
University of Pennsylvania 1972 — 1976
BA, Architecture
Addison Wolfe Real Estate August 2013 - Present
Ionosphere Capital LLC February 2012 - May 2013
Ticonderoga Securities LLC June 2011 - January 2012
Solebury Research LLC in association with Soleil Securities June 2010 - June 2011
Seabury Group July 2008 - April 2010
Solebury Research/Soleil Securities March 2007 - July 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1994 - 2000
Brown Brothers Harriman 1992 - 1994
Bank of New York Mellon 1988 - 1992
Skills
Valuation, Equities, Financial Modeling, Investments, Equity Research, Financial Analysis, Series 7, Bloomberg, Series 63, Securities, Finance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, FINRA, Asset Management, Restructuring, Risk Management, Financial Risk, Emerging Markets, Due Diligence, Trading, Investment Management, Financial Markets, Investment Strategies, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1986 — 1987
MBA, Finance
University of Pennsylvania 1976 — 1978
M.Arch., Architecture
University of Pennsylvania 1972 — 1976
BA, Architecture
Monty Jones's Brown Brothers Harriman Experience 1972 - 1986
Job managing partner at FCM Investments
Industry Investment Management
Experience
FCM Investments 1998 - Present
Fisher Capital Management 1987 - 1997
Brown Brothers Harriman 1972 - 1986
Education
Chartered Financial Analyst
University of Pennsylvania - The Wharton School 1968 — 1970
MBA, Finance
University of Mississippi - Patterson School of Accountancy 1964 — 1968
Bachelor's Degree, Accounting
FCM Investments 1998 - Present
Fisher Capital Management 1987 - 1997
Brown Brothers Harriman 1972 - 1986
Education
Chartered Financial Analyst
University of Pennsylvania - The Wharton School 1968 — 1970
MBA, Finance
University of Mississippi - Patterson School of Accountancy 1964 — 1968
Bachelor's Degree, Accounting
Steve Lanset's Brown Brothers Harriman Experience February 1998 - April 2009
Job Business Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman February 1998 - April 2009
Education
University of Pennsylvania
BA, Political Science, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Brown Brothers Harriman February 1998 - April 2009
Education
University of Pennsylvania
BA, Political Science, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Bill Best's Brown Brothers Harriman Experience September 1989 - March 1993
Job Managing Director, Van Eck Global
Industry Investment Management
Experience
Trickle Up December 2013 - Present
Van Eck Global Market Vectors ETFs June 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
VegaPlus Capital Partners October 2004 - May 2007
Rothschild Asset Management March 1993 - June 2000
Brown Brothers Harriman September 1989 - March 1993
IFC - International Finance Corporation June 1988 - August 1988
Arral & Partners 1986 - 1987
Lehman Brothers 1983 - 1985
Skills
Equities, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Public Policy
Williams College 1979 — 1983
BA, Political Economy
John Jay High School 1976 — 1979
Trickle Up December 2013 - Present
Van Eck Global Market Vectors ETFs June 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
VegaPlus Capital Partners October 2004 - May 2007
Rothschild Asset Management March 1993 - June 2000
Brown Brothers Harriman September 1989 - March 1993
IFC - International Finance Corporation June 1988 - August 1988
Arral & Partners 1986 - 1987
Lehman Brothers 1983 - 1985
Skills
Equities, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Public Policy
Williams College 1979 — 1983
BA, Political Economy
John Jay High School 1976 — 1979
J. Clark O'Donoghue's Brown Brothers Harriman Experience June 1990 - Present
Job Managing Director at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman June 1990 - Present
Education
Wharton School, University of Pennsylvania 1993 — 1995
Master of Business Administration (MBA)
Villanova University 1979 — 1983
Bachelor of Science (BS), Accounting
Brown Brothers Harriman June 1990 - Present
Education
Wharton School, University of Pennsylvania 1993 — 1995
Master of Business Administration (MBA)
Villanova University 1979 — 1983
Bachelor of Science (BS), Accounting
Peter Gao's Brown Brothers Harriman Experience September 2009 - Present
Job 1818 Partners (private investment partnership)
Industry Financial Services
Experience
Brown Brothers Harriman September 2009 - Present
UBS Investment Bank July 2008 - August 2009
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelors, Finance
Brown Brothers Harriman September 2009 - Present
UBS Investment Bank July 2008 - August 2009
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelors, Finance
John Whelan's Brown Brothers Harriman Experience 1996 - 1998
Job Associate VP & Chief Human Resources Officer at Indiana University
Industry Higher Education
Experience
Indiana University June 2014 - Present
Baylor University February 2014 - June 2014
Baylor University 2009 - 2014
University of Notre Dame 2003 - 2009
Bristol-Myers Squibb 2001 - 2003
The Gillette Company 1998 - 2001
Brown Brothers Harriman 1996 - 1998
Skills
Organizational..., Higher Education, Employee Relations
Education
University of Notre Dame Law School 1993 — 1996
JD, Law
University of Notre Dame 1986 — 1990
BA, American Studies
Indiana University June 2014 - Present
Baylor University February 2014 - June 2014
Baylor University 2009 - 2014
University of Notre Dame 2003 - 2009
Bristol-Myers Squibb 2001 - 2003
The Gillette Company 1998 - 2001
Brown Brothers Harriman 1996 - 1998
Skills
Organizational..., Higher Education, Employee Relations
Education
University of Notre Dame Law School 1993 — 1996
JD, Law
University of Notre Dame 1986 — 1990
BA, American Studies
Eoin Gill's Brown Brothers Harriman Experience 1997 - 1999
Job Managing Director & Business Executive US Corporate, Government & NotforProfit Asset Servicing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
Bank of New York Mellon October 2005 - June 2014
Mellon Financial May 1999 - October 2005
Brown Brothers Harriman 1997 - 1999
The Boston Company October 1995 - May 1997
Education
University of Southampton 1992 — 1995
BSc, Economics & Politics
BNY Mellon June 2014 - Present
Bank of New York Mellon October 2005 - June 2014
Mellon Financial May 1999 - October 2005
Brown Brothers Harriman 1997 - 1999
The Boston Company October 1995 - May 1997
Education
University of Southampton 1992 — 1995
BSc, Economics & Politics
William Chow's Brown Brothers Harriman Experience August 2012 - Present
Job Equity Analyst at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman June 2012 - August 2012
Brown Brothers Harriman June 2010 - June 2012
KPMG July 2008 - June 2010
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.S.), Finance
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), International Relations
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman June 2012 - August 2012
Brown Brothers Harriman June 2010 - June 2012
KPMG July 2008 - June 2010
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.S.), Finance
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), International Relations
Huyette Spring's Brown Brothers Harriman Experience August 2012 - August 2013
Job Analyst, Alternative Investments Group at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2013 - Present
Brown Brothers Harriman August 2012 - August 2013
Brown Brothers Harriman June 2011 - August 2011
Skills
Strategic Planning
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration; Finance
JPMorgan Chase September 2013 - Present
Brown Brothers Harriman August 2012 - August 2013
Brown Brothers Harriman June 2011 - August 2011
Skills
Strategic Planning
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration; Finance
Ashley Stewardson's Brown Brothers Harriman Experience August 2015 - Present
Job Relationship Manager, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - July 2015
Morgan Stanley Private Wealth Management July 2010 - January 2015
Education
University of Pennsylvania 2006 — 2010
Brown Brothers Harriman August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - July 2015
Morgan Stanley Private Wealth Management July 2010 - January 2015
Education
University of Pennsylvania 2006 — 2010
Lisa Liley's Brown Brothers Harriman Experience September 2010 - August 2012
Job Manager at Charles Schwab Investment Management
Industry Financial Services
Experience
Charles Schwab Investment Management September 2013 - Present
OppenheimerFunds August 2012 - August 2013
Brown Brothers Harriman September 2010 - August 2012
OppenheimerFunds June 2005 - September 2010
Skills
Mutual Funds, Bloomberg, Alternative Investments, Equities, Fixed Income, Asset Allocation, Fund Accounting, Investment Strategies, Securities, Investments, Investment Management
Education
University of Northern Colorado 2001 — 2005
Bachelors, Finance
Charles Schwab Investment Management September 2013 - Present
OppenheimerFunds August 2012 - August 2013
Brown Brothers Harriman September 2010 - August 2012
OppenheimerFunds June 2005 - September 2010
Skills
Mutual Funds, Bloomberg, Alternative Investments, Equities, Fixed Income, Asset Allocation, Fund Accounting, Investment Strategies, Securities, Investments, Investment Management
Education
University of Northern Colorado 2001 — 2005
Bachelors, Finance
Lewis Hart's Brown Brothers Harriman Experience June 2005 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2005 - Present
Skills
Hedge Funds
Education
University of Pennsylvania
Brown Brothers Harriman June 2005 - Present
Skills
Hedge Funds
Education
University of Pennsylvania
Ting Zhou's Brown Brothers Harriman Experience February 2014 - Present
Job Public Equity Investment Analyst at 1818 Partners
Industry Financial Services
Experience
Brown Brothers Harriman February 2014 - Present
Guggenheim Securities July 2012 - January 2014
Barclays Capital June 2011 - August 2011
Everbright Pramerica Fund Management July 2010 - August 2010
Citibank May 2010 - June 2010
Shenshen Real Estate August 2009 - September 2009
Shenshen Real Estate May 2008 - August 2008
Princeton Healthcare System June 2006 - March 2008
Skills
Financial Modeling, Investment Banking, Valuation, Mergers & Acquisitions, Bloomberg, Research, Financial Analysis, Corporate Finance, Data Analysis, Quantitative Analytics, Value Investing, Investment Management, DCF, Equity Research, Finance, Equities, Analysis
Education
University of Pennsylvania 2008 — 2012
B.S. in Economics and B.S. in Engineering, Finance and System Engineering
Brown Brothers Harriman February 2014 - Present
Guggenheim Securities July 2012 - January 2014
Barclays Capital June 2011 - August 2011
Everbright Pramerica Fund Management July 2010 - August 2010
Citibank May 2010 - June 2010
Shenshen Real Estate August 2009 - September 2009
Shenshen Real Estate May 2008 - August 2008
Princeton Healthcare System June 2006 - March 2008
Skills
Financial Modeling, Investment Banking, Valuation, Mergers & Acquisitions, Bloomberg, Research, Financial Analysis, Corporate Finance, Data Analysis, Quantitative Analytics, Value Investing, Investment Management, DCF, Equity Research, Finance, Equities, Analysis
Education
University of Pennsylvania 2008 — 2012
B.S. in Economics and B.S. in Engineering, Finance and System Engineering
Shivang Mehta's Brown Brothers Harriman Experience May 2005 - February 2009
Job Staffing and Recruiting Professional
Industry Staffing and Recruiting
Experience
Concepts In Staffing June 2009 - February 2010
Brown Brothers Harriman May 2005 - February 2009
Education
University of Pennsylvania - The Wharton School 2005 — 2008
BBA, Finance
Concepts In Staffing June 2009 - February 2010
Brown Brothers Harriman May 2005 - February 2009
Education
University of Pennsylvania - The Wharton School 2005 — 2008
BBA, Finance
Tricia Antonaccio's Brown Brothers Harriman Experience March 2008 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2008 - Present
Brown Brothers Harriman March 2004 - March 2008
BBR Partners April 2002 - March 2004
Neuberger Berman September 2000 - April 2002
Dreyfus Corporation July 1999 - September 2000
Skills
Mutual Funds, Fixed Income, Bloomberg, Corporate Actions, Securities, Fund Administration, Fund Accounting, Equities, Financial Services, Middle Office, Series 7, Securities Lending, Series 63
Education
University of Scranton 1995 — 1999
Bachelor of Science (BS), Accounting
University of Scranton
BS Degree, Accounting
Brown Brothers Harriman March 2008 - Present
Brown Brothers Harriman March 2004 - March 2008
BBR Partners April 2002 - March 2004
Neuberger Berman September 2000 - April 2002
Dreyfus Corporation July 1999 - September 2000
Skills
Mutual Funds, Fixed Income, Bloomberg, Corporate Actions, Securities, Fund Administration, Fund Accounting, Equities, Financial Services, Middle Office, Series 7, Securities Lending, Series 63
Education
University of Scranton 1995 — 1999
Bachelor of Science (BS), Accounting
University of Scranton
BS Degree, Accounting
Jeffrey Wachenfeld's Brown Brothers Harriman Experience April 1996 - Present
Job SVP FX Sales and Relationship Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 1996 - Present
Lloyds TSB February 1994 - March 1996
Commonwealth Bank of Australia 1989 - 1994
Skills
Foreign Exchange, Relationship Management, Business Strategy, Fixed Income, Bloomberg, Equities, Financial Markets, Foreign Exchange Risk..., Financial Services
Education
University of Richmond 1981 — 1985
BA, Economics
Brown Brothers Harriman April 1996 - Present
Lloyds TSB February 1994 - March 1996
Commonwealth Bank of Australia 1989 - 1994
Skills
Foreign Exchange, Relationship Management, Business Strategy, Fixed Income, Bloomberg, Equities, Financial Markets, Foreign Exchange Risk..., Financial Services
Education
University of Richmond 1981 — 1985
BA, Economics
Sherry Settle's Brown Brothers Harriman Experience January 2011 - Present
Job Assistant Vice President, Department Manager of Institutional Middle Office at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2011 - Present
Brown Brothers Harriman 2010 - Present
Education
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Accounting
Brown Brothers Harriman January 2011 - Present
Brown Brothers Harriman 2010 - Present
Education
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Accounting
praveen mullangi's Brown Brothers Harriman Experience
Job Project Leader at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Business Analysis, Process Improvement, Strategic Planning, Financial Analysis, PowerPoint, Analysis, Microsoft Word, Banking, Requirements Analysis, Team Leadership, Project Planning, SDLC, Microsoft Excel, Program Management, Data Analysis, Requirements Gathering, SQL, Visio, Budgets
Education
University of Oklahoma 1998 — 2000
Master's degree, Computer Science
Brown Brothers Harriman
Skills
Business Analysis, Process Improvement, Strategic Planning, Financial Analysis, PowerPoint, Analysis, Microsoft Word, Banking, Requirements Analysis, Team Leadership, Project Planning, SDLC, Microsoft Excel, Program Management, Data Analysis, Requirements Gathering, SQL, Visio, Budgets
Education
University of Oklahoma 1998 — 2000
Master's degree, Computer Science
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation