Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Karen Read Karen Read's Brown Brothers Harriman Experience August 2001 - August 2004
Job Equity Research
Industry Investment Management
Experience
Bentley College June 2008 - Present
Fidelity Investments September 2007 - Present
Sensata Technologies August 2004 - September 2007
Brown Brothers Harriman August 2001 - August 2004
Hughey Center for Financial Services August 1998 - May 2001
Skills
Bloomberg, Economics, Equity Research, Finance, Financial Analysis, Financial Modeling, Investments, Strategy, Trading
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
Bentley University 1998 — 2001
BS, Finance
Bentley College June 2008 - Present
Fidelity Investments September 2007 - Present
Sensata Technologies August 2004 - September 2007
Brown Brothers Harriman August 2001 - August 2004
Hughey Center for Financial Services August 1998 - May 2001
Skills
Bloomberg, Economics, Equity Research, Finance, Financial Analysis, Financial Modeling, Investments, Strategy, Trading
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
Bentley University 1998 — 2001
BS, Finance
Gregory Murphy Gregory Murphy's Brown Brothers Harriman Experience 2011 - 2013
Job IT Service Management Best Practices Consultant
Industry Information Technology and Services
Experience
Wildewood Consulting LLC 2013 - Present
Citizens Financial Group, Inc. 2015 - Present
Citizens Financial Group, Inc. 2014 - 2015
State Street Corporation 2013 - 2014
Brown Brothers Harriman 2011 - 2013
Acadian Asset Management 2007 - 2011
Investors Bank & Trust (since acquired by State Street) 2006 - 2007
Northeastern University 2003 - 2005
SunGard Securities Processing 2001 - 2003
SunGard Securities Processing 1999 - 2001
Skills
ITIL, IT Service Management, Project Management, Disaster Recovery, IT Strategy, Process Improvement, IT Operations, Service Delivery, Incident Management, Problem Management, Service Operation, Service Transition, Change Management, Governance, Vendor Management, IT Management, Data Center, Management, Business Analysis, Information Technology, Business Continuity, SDLC, SaaS, Cloud Computing, Strategy, Release Management, Contract Negotiation, PMP, Information Security..., Networking, Consulting, Production Support, Technical Support, Program Management, PMO, Enterprise Software, Servers, Databases, Budgets, Enterprise Architecture, Project Portfolio..., Asset Managment, Requirements Analysis, Service Desk, Process Management, Process Consulting, Continual Service...
Education
Northeastern University
MBA, Business Administration
Bentley University
BS, Computer Information Systems
Wildewood Consulting LLC 2013 - Present
Citizens Financial Group, Inc. 2015 - Present
Citizens Financial Group, Inc. 2014 - 2015
State Street Corporation 2013 - 2014
Brown Brothers Harriman 2011 - 2013
Acadian Asset Management 2007 - 2011
Investors Bank & Trust (since acquired by State Street) 2006 - 2007
Northeastern University 2003 - 2005
SunGard Securities Processing 2001 - 2003
SunGard Securities Processing 1999 - 2001
Skills
ITIL, IT Service Management, Project Management, Disaster Recovery, IT Strategy, Process Improvement, IT Operations, Service Delivery, Incident Management, Problem Management, Service Operation, Service Transition, Change Management, Governance, Vendor Management, IT Management, Data Center, Management, Business Analysis, Information Technology, Business Continuity, SDLC, SaaS, Cloud Computing, Strategy, Release Management, Contract Negotiation, PMP, Information Security..., Networking, Consulting, Production Support, Technical Support, Program Management, PMO, Enterprise Software, Servers, Databases, Budgets, Enterprise Architecture, Project Portfolio..., Asset Managment, Requirements Analysis, Service Desk, Process Management, Process Consulting, Continual Service...
Education
Northeastern University
MBA, Business Administration
Bentley University
BS, Computer Information Systems
Jessica Hodsdon's Brown Brothers Harriman Experience June 2013 - Present
Job Intermediate Specialist, Investor Services at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman June 2013 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Teamwork, Financial Analysis
Education
Bentley University 2009 — 2013
Lorenzo de' Medici 2012 — 2012
Brewer High School 2005 — 2009
Brown Brothers Harriman June 2013 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Teamwork, Financial Analysis
Education
Bentley University 2009 — 2013
Lorenzo de' Medici 2012 — 2012
Brewer High School 2005 — 2009
Selena Lau's Brown Brothers Harriman Experience June 2005 - June 2012
Job Senior Analyst
Industry Banking
Experience
Santander Bank, N.A. 2014 - Present
JPMorgan Chase January 2013 - November 2014
Brown Brothers Harriman June 2005 - June 2012
Skills
Accounting, Finance, Internal Controls, Financial Reporting, Auditing, Financial Statements, IFRS, US GAAP, Real Estate, GAAP, Internal Audit, General Ledger, Mutual Funds
Education
Bentley University
Santander Bank, N.A. 2014 - Present
JPMorgan Chase January 2013 - November 2014
Brown Brothers Harriman June 2005 - June 2012
Skills
Accounting, Finance, Internal Controls, Financial Reporting, Auditing, Financial Statements, IFRS, US GAAP, Real Estate, GAAP, Internal Audit, General Ledger, Mutual Funds
Education
Bentley University
Joanne Dorsky's Brown Brothers Harriman Experience June 1999 - May 2003
Job Real Estate Agent at Hammond Residential
Industry Financial Services
Experience
Hammond Residential April 2014 - Present
Keller Williams Realty Boston Southwest May 2013 - April 2014
Brown Brothers Harriman June 1999 - May 2003
Brown Brothers Harriman June 1994 - June 1999
Skills
Project Management, Business Analysis, Client Service Oriented, Supervisory Experience, Operations Management, Client Liaison, Risk Management, Equities, Operational Support, Leadership, Increasing Operational..., Manage Client..., Client Presentation, Employee Training, Real Estate License, Residential Homes, Open Houses, Buyer's Agent, Listing Homes
Education
Bentley University 1990 — 1994
Bachelor of Science (BS), Finance
Hammond Residential April 2014 - Present
Keller Williams Realty Boston Southwest May 2013 - April 2014
Brown Brothers Harriman June 1999 - May 2003
Brown Brothers Harriman June 1994 - June 1999
Skills
Project Management, Business Analysis, Client Service Oriented, Supervisory Experience, Operations Management, Client Liaison, Risk Management, Equities, Operational Support, Leadership, Increasing Operational..., Manage Client..., Client Presentation, Employee Training, Real Estate License, Residential Homes, Open Houses, Buyer's Agent, Listing Homes
Education
Bentley University 1990 — 1994
Bachelor of Science (BS), Finance
Colin Pratt's Brown Brothers Harriman Experience June 2008 - August 2008
Job Analyst Human Capital Practice at Willis
Industry Insurance
Experience
Willis of Massachusetts August 2013 - Present
Liberty Mutual Insurance February 2010 - August 2013
BNY Mellon July 2009 - February 2010
Brown Brothers Harriman June 2008 - August 2008
Skills
Analysis, Finance, Employee Benefits
Education
Bentley University 2005 — 2009
Bachelor of Science (BS), Economics - Finance
Willis of Massachusetts August 2013 - Present
Liberty Mutual Insurance February 2010 - August 2013
BNY Mellon July 2009 - February 2010
Brown Brothers Harriman June 2008 - August 2008
Skills
Analysis, Finance, Employee Benefits
Education
Bentley University 2005 — 2009
Bachelor of Science (BS), Economics - Finance
William Cannon's Brown Brothers Harriman Experience September 2012 - November 2014
Job Experienced Associate Assurance at PwC
Industry Financial Services
Experience
PwC December 2014 - Present
Brown Brothers Harriman September 2012 - November 2014
Brown Brothers Harriman & Co June 2010 - September 2012
Skills
Internal Audit, Financial Services, Financial Audits, IIA Standards, GAAP, Operations Audit, Mutual Funds, Corporate Actions, Bloomberg, Control Environment, Visio, Euroclear, Securities, Settlement, Fixed Income, Global Custody, Equities, Microsoft Excel, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Accounting, Tax, Wealth Management, General Ledger, Tax Preparation, Auditing, CCAR
Education
Bentley University 2012 — 2016
Master of Business Administration (M.B.A.), Accounting, Law and Taxation
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Accounting
PwC December 2014 - Present
Brown Brothers Harriman September 2012 - November 2014
Brown Brothers Harriman & Co June 2010 - September 2012
Skills
Internal Audit, Financial Services, Financial Audits, IIA Standards, GAAP, Operations Audit, Mutual Funds, Corporate Actions, Bloomberg, Control Environment, Visio, Euroclear, Securities, Settlement, Fixed Income, Global Custody, Equities, Microsoft Excel, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Accounting, Tax, Wealth Management, General Ledger, Tax Preparation, Auditing, CCAR
Education
Bentley University 2012 — 2016
Master of Business Administration (M.B.A.), Accounting, Law and Taxation
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Roshan A. Pathak's Brown Brothers Harriman Experience February 2013 - November 2013
Job Project Manager Medius North America
Industry Information Technology and Services
Experience
Medius December 2013 - Present
Brown Brothers Harriman February 2013 - November 2013
Mercer Investments September 2012 - February 2013
Fidelity Investments January 2011 - December 2011
Skills
Hyperion Enterprise, Leadership, Microsoft Excel, Business Strategy, Communication Skills, Fixed Income, Financial Analysis, Bloomberg, Equities, Financial Modeling, Mutual Funds, Investments, Management, Portfolio Management, Analytics
Education
Babson
Bachelor of Science (B.S.), Accounting and Finance
Bentley University
Global Entrepreneurship & Leadership Forum
Medius December 2013 - Present
Brown Brothers Harriman February 2013 - November 2013
Mercer Investments September 2012 - February 2013
Fidelity Investments January 2011 - December 2011
Skills
Hyperion Enterprise, Leadership, Microsoft Excel, Business Strategy, Communication Skills, Fixed Income, Financial Analysis, Bloomberg, Equities, Financial Modeling, Mutual Funds, Investments, Management, Portfolio Management, Analytics
Education
Babson
Bachelor of Science (B.S.), Accounting and Finance
Bentley University
Global Entrepreneurship & Leadership Forum
Jacob Barosin's Brown Brothers Harriman Experience June 2015 - August 2015
Job Business System Analyst Intern at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Bentley University August 2013 - Present
Brown Brothers Harriman June 2015 - August 2015
Route One Sportsplex June 2012 - December 2014
Skills
Data Analysis, Leadership, Microsoft Excel, SQL, Process Modeling, Agile & Waterfall..., Oracle, Java, Amazon Web Services..., OO Software Development, Microsoft Office, UML, draw.io, Visio, SmartDraw, PowerPoint, Microsoft Word
Education
Bentley University 2012 — 2016
Computer Information Systems, Computer and Information Systems - Management Minor
University of Virginia 2014 — 2014
St. John's Prep 2008 — 2012
Bentley University August 2013 - Present
Brown Brothers Harriman June 2015 - August 2015
Route One Sportsplex June 2012 - December 2014
Skills
Data Analysis, Leadership, Microsoft Excel, SQL, Process Modeling, Agile & Waterfall..., Oracle, Java, Amazon Web Services..., OO Software Development, Microsoft Office, UML, draw.io, Visio, SmartDraw, PowerPoint, Microsoft Word
Education
Bentley University 2012 — 2016
Computer Information Systems, Computer and Information Systems - Management Minor
University of Virginia 2014 — 2014
St. John's Prep 2008 — 2012
Beth Busteed, PMP's Brown Brothers Harriman Experience June 2014 - Present
Job Project Manger Contractor at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman June 2014 - Present
Ridgeway Services, Inc. 2010 - June 2014
PerkinElmer November 2009 - March 2010
State Street Bank July 2007 - February 2009
State Street Bank (formally Investors Bank and Trust) April 2006 - June 2007
Olmstead Associates, Inc. September 2004 - April 2006
Investors Bank and Trust October 2000 - September 2004
Interactive Data Corporation September 1995 - October 2000
Skills
PMO, Project Management, Client Expectations..., Business Process, Software Development..., Software Lifecycle..., Document Lifecycle..., Project Management Tools, Project Manager..., PMO set-up, PMO Services, Teamwork, Multi-cultural team..., Triage, Enterprise Content..., Implementation..., Software Implementation, Implementation Plans, Implementation Planning, Documentation Practices, User Documentation, As-built Documentation, Procedural Documentation, Resource Allocation, Resource Staffing, Resource Management, Product Lifecycle..., Report Development, Report Production, Cross-functional Team..., Process Improvement, Program Management, Risk Management, Enterprise Software, Strategy, Scrum, Analysis, Business Analysis, Requirements Analysis, SDLC, Vendor Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Project Management
Bentley University 1990 — 1994
BS, Finance
Project Management Institute 2007 — 2007
PMP, Project Management
Brown Brothers Harriman June 2014 - Present
Ridgeway Services, Inc. 2010 - June 2014
PerkinElmer November 2009 - March 2010
State Street Bank July 2007 - February 2009
State Street Bank (formally Investors Bank and Trust) April 2006 - June 2007
Olmstead Associates, Inc. September 2004 - April 2006
Investors Bank and Trust October 2000 - September 2004
Interactive Data Corporation September 1995 - October 2000
Skills
PMO, Project Management, Client Expectations..., Business Process, Software Development..., Software Lifecycle..., Document Lifecycle..., Project Management Tools, Project Manager..., PMO set-up, PMO Services, Teamwork, Multi-cultural team..., Triage, Enterprise Content..., Implementation..., Software Implementation, Implementation Plans, Implementation Planning, Documentation Practices, User Documentation, As-built Documentation, Procedural Documentation, Resource Allocation, Resource Staffing, Resource Management, Product Lifecycle..., Report Development, Report Production, Cross-functional Team..., Process Improvement, Program Management, Risk Management, Enterprise Software, Strategy, Scrum, Analysis, Business Analysis, Requirements Analysis, SDLC, Vendor Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Project Management
Bentley University 1990 — 1994
BS, Finance
Project Management Institute 2007 — 2007
PMP, Project Management
Zack Dillon Hoffmann's Brown Brothers Harriman Experience June 2013 - August 2013
Job Consultant at Hitachi Consulting
Industry Public Policy
Experience
Hitachi Consulting July 2014 - Present
Tim Labs Inc November 2012 - May 2014
Bentley Investment Group August 2011 - April 2013
Bentley University August 2011 - May 2014
Brown Brothers Harriman June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Abercrombie & Fitch September 2010 - March 2011
The Boulders, A Waldorf Astoria Resort May 2008 - August 2008
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Policy Analysis, Public Speaking, Public Policy, Stata, Social Media, SPSS, Economics, English, Editing, Photoshop, Bloomberg, Bloomberg Terminal
Education
Bentley University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics
Cactus Shadows High School 2006 — 2010
International Baccalaureate Diploma and Highschool Diploma
Hitachi Consulting July 2014 - Present
Tim Labs Inc November 2012 - May 2014
Bentley Investment Group August 2011 - April 2013
Bentley University August 2011 - May 2014
Brown Brothers Harriman June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Abercrombie & Fitch September 2010 - March 2011
The Boulders, A Waldorf Astoria Resort May 2008 - August 2008
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Policy Analysis, Public Speaking, Public Policy, Stata, Social Media, SPSS, Economics, English, Editing, Photoshop, Bloomberg, Bloomberg Terminal
Education
Bentley University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics
Cactus Shadows High School 2006 — 2010
International Baccalaureate Diploma and Highschool Diploma
Jillian Eglitis Jillian Eglitis's Brown Brothers Harriman Experience June 2015 - August 2015
Job Program Manager at Bentley ServiceLearning Center
Industry Financial Services
Experience
Bentley University Service-Learning Center September 2012 - Present
Brown Brothers Harriman June 2015 - August 2015
Bank of Ireland June 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Wags Furniture Distributors January 2009 - September 2012
Fresh Food Sales and Marketing January 2009 - August 2012
Skills
PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Access, Time Management, Photoshop, Customer Service, Financial Accounting, FactSet, SAP, Bloomberg
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Finance, Global Perspectives
University College Dublin 2014 — 2014
Framingham High School 2008 — 2012
Bentley University Service-Learning Center September 2012 - Present
Brown Brothers Harriman June 2015 - August 2015
Bank of Ireland June 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Wags Furniture Distributors January 2009 - September 2012
Fresh Food Sales and Marketing January 2009 - August 2012
Skills
PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Access, Time Management, Photoshop, Customer Service, Financial Accounting, FactSet, SAP, Bloomberg
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Finance, Global Perspectives
University College Dublin 2014 — 2014
Framingham High School 2008 — 2012
Richard Ford Richard Ford's Brown Brothers Harriman Experience February 1992 - April 1994
Job International Territory Manager BRAZIL at DeRoyal
Industry Hospital & Health Care
Experience
Radio Systems Corp February 2012 - October 2014
Eastman Kodak May 2006 - February 2012
Eastman Kodak August 2004 - April 2007
Barclays Investment Bank September 1995 - December 1996
Brown Brothers Harriman February 1992 - April 1994
Skills
Product Management, Marketing Strategy, P&L Management, Go-to-market Strategy, Leadership, Product Launch, Latin America, Marketing Management, Emerging Markets, International Business, Cross-functional Team..., Market Planning, Marketing, Competitive Analysis, Product Marketing, Market Analysis, Management, B2B, Key Account Management, Sales Management, Product Lifecycle..., Strategy, Sales Operations, Consumer Electronics, Forecasting, Multi-channel Marketing, International Sales, Pricing, Product Strategy, Market Research, Trade Marketing, Sales, Brand Management, Consumer Products, New Business Development, Income Statement, Strategic Partnerships, Product Development, Channel Partners, Pricing Strategy, Key Account Development, Segmentation, E-commerce, P&L
Education
Henley Management College - England 1994 — 1995
Master's degree, Business Administration, Management and Operations
Bentley University 1988 — 1991
Bachelor of Science, Economics & Finance
St. Paul's School, São Paulo/Brazil 1974 — 1988
International Baccalaureate
Radio Systems Corp February 2012 - October 2014
Eastman Kodak May 2006 - February 2012
Eastman Kodak August 2004 - April 2007
Barclays Investment Bank September 1995 - December 1996
Brown Brothers Harriman February 1992 - April 1994
Skills
Product Management, Marketing Strategy, P&L Management, Go-to-market Strategy, Leadership, Product Launch, Latin America, Marketing Management, Emerging Markets, International Business, Cross-functional Team..., Market Planning, Marketing, Competitive Analysis, Product Marketing, Market Analysis, Management, B2B, Key Account Management, Sales Management, Product Lifecycle..., Strategy, Sales Operations, Consumer Electronics, Forecasting, Multi-channel Marketing, International Sales, Pricing, Product Strategy, Market Research, Trade Marketing, Sales, Brand Management, Consumer Products, New Business Development, Income Statement, Strategic Partnerships, Product Development, Channel Partners, Pricing Strategy, Key Account Development, Segmentation, E-commerce, P&L
Education
Henley Management College - England 1994 — 1995
Master's degree, Business Administration, Management and Operations
Bentley University 1988 — 1991
Bachelor of Science, Economics & Finance
St. Paul's School, São Paulo/Brazil 1974 — 1988
International Baccalaureate
Elizabeth Doerr's Brown Brothers Harriman Experience June 2015 - Present
Job Risk Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Bentley University August 2014 - November 2014
Brown Brothers Harriman June 2014 - August 2014
UBS June 2013 - September 2013
Bentley University February 2012 - June 2012
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Morningstar, Data Analysis, HTML, Outlook, Leadership
Education
Bentley University 2011 — 2015
Bachelor of Science, Economics-Finance; Liberal Studies; Earth, Environment & Global Sustainability
Universitat Pompeu Fabra 2013 — 2013
Semester Abroad in Barcelona, Spain
Southampton High School 2007 — 2011
High School
Brown Brothers Harriman June 2015 - Present
Bentley University August 2014 - November 2014
Brown Brothers Harriman June 2014 - August 2014
UBS June 2013 - September 2013
Bentley University February 2012 - June 2012
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Morningstar, Data Analysis, HTML, Outlook, Leadership
Education
Bentley University 2011 — 2015
Bachelor of Science, Economics-Finance; Liberal Studies; Earth, Environment & Global Sustainability
Universitat Pompeu Fabra 2013 — 2013
Semester Abroad in Barcelona, Spain
Southampton High School 2007 — 2011
High School
Quan Vo's Brown Brothers Harriman Experience July 2013 - December 2014
Job IT Consultant QA at everis
Industry Financial Services
Experience
everis December 2014 - Present
Brown Brothers Harriman July 2013 - December 2014
Barbaro Technologies February 2013 - May 2013
Preston Todd Advisors January 2013 - April 2013
Bunker Hill Community College September 2010 - December 2012
Scottrade January 2012 - September 2012
Skills
Statistics, Time Management, Teamwork, SPSS, Bloomberg Terminal, Financial Analysis, Market Research, Economics, Research, Financial Modeling, Microsoft Office, Analysis, Leadership, Access, Bloomberg, Financial Databases, Financial Data..., Excel models, Qualitative Research, Quantitative Finance, Economic Research, Macro, Fixed Income, Equities, G/L Reconciliations, ETFs, HP QTP, ALM, SQL, T-SQL
Education
Bentley University 2011 — 2013
Bachelor of Applied Science (BASc), Economics and Finance
everis December 2014 - Present
Brown Brothers Harriman July 2013 - December 2014
Barbaro Technologies February 2013 - May 2013
Preston Todd Advisors January 2013 - April 2013
Bunker Hill Community College September 2010 - December 2012
Scottrade January 2012 - September 2012
Skills
Statistics, Time Management, Teamwork, SPSS, Bloomberg Terminal, Financial Analysis, Market Research, Economics, Research, Financial Modeling, Microsoft Office, Analysis, Leadership, Access, Bloomberg, Financial Databases, Financial Data..., Excel models, Qualitative Research, Quantitative Finance, Economic Research, Macro, Fixed Income, Equities, G/L Reconciliations, ETFs, HP QTP, ALM, SQL, T-SQL
Education
Bentley University 2011 — 2013
Bachelor of Applied Science (BASc), Economics and Finance
Bob Swinamer Bob Swinamer's Brown Brothers Harriman Experience 2000 - 2007
Job Strategic Leadership in Delivering BestinClass Risk Management
Industry Financial Services
Experience
SVB Financial Group January 2014 - Present
State Street Bank 2011 - December 2013
State Street Bank and Trust Co. of New Hampshire 2008 - December 2013
State Street Bank 2007 - 2011
Brown Brothers Harriman 2000 - 2007
BankBoston 1990 - 1999
Digital Equipment Corporation 1987 - 1990
Skills
Operational Risk, Enterprise Risk..., Process Improvement, Risk Assessments, Risk Reporting, Risk Dashboards, Risk Management, Cross-functional Team..., Due Diligence, Board Advisor, Client Presentations, Globalization/Off-shorin..., Strategic Risk..., Risk Management Training, Risk Policy Development, Global Risk Oversight..., Transformational Change, International..., Collaborative Problem..., Industry Speaker, Risk Assessment, Change Management, Portfolio Management, Financial Services, Finance, Capital Markets, Governance, Internal Controls, @Risk, Client Presentation, Industrial Sector, Financial Risk, Strategy, Equities
Education
Bentley University
B.S., Accounting
Bentley University - Elkin B. McCallum Graduate School of Business
MBA, International Business
Columbia University - Columbia Business School
Advanced Management Program
SVB Financial Group January 2014 - Present
State Street Bank 2011 - December 2013
State Street Bank and Trust Co. of New Hampshire 2008 - December 2013
State Street Bank 2007 - 2011
Brown Brothers Harriman 2000 - 2007
BankBoston 1990 - 1999
Digital Equipment Corporation 1987 - 1990
Skills
Operational Risk, Enterprise Risk..., Process Improvement, Risk Assessments, Risk Reporting, Risk Dashboards, Risk Management, Cross-functional Team..., Due Diligence, Board Advisor, Client Presentations, Globalization/Off-shorin..., Strategic Risk..., Risk Management Training, Risk Policy Development, Global Risk Oversight..., Transformational Change, International..., Collaborative Problem..., Industry Speaker, Risk Assessment, Change Management, Portfolio Management, Financial Services, Finance, Capital Markets, Governance, Internal Controls, @Risk, Client Presentation, Industrial Sector, Financial Risk, Strategy, Equities
Education
Bentley University
B.S., Accounting
Bentley University - Elkin B. McCallum Graduate School of Business
MBA, International Business
Columbia University - Columbia Business School
Advanced Management Program
Steven Sadowski Jr.'s Brown Brothers Harriman Experience July 2010 - June 2011
Job Institutional Research Associate at D.A. Davidson
Industry Capital Markets
Experience
D.A. Davidson & Co. November 2013 - Present
Brown Brothers Harriman & Co June 2011 - November 2013
Brown Brothers Harriman July 2010 - June 2011
Brookwood Financial Partners Beverly ,MA May 2009 - August 2009
Education
Bentley University
Bachelors of Science, Corporate Finance and Accounting
St. Johns Preparatory School
High School
D.A. Davidson & Co. November 2013 - Present
Brown Brothers Harriman & Co June 2011 - November 2013
Brown Brothers Harriman July 2010 - June 2011
Brookwood Financial Partners Beverly ,MA May 2009 - August 2009
Education
Bentley University
Bachelors of Science, Corporate Finance and Accounting
St. Johns Preparatory School
High School
Ashley Persin's Brown Brothers Harriman Experience July 2014 - Present
Job Systems Analyst at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Federal Reserve Bank of Chicago June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2012 - May 2012
Morgan Stanley May 2011 - May 2011
Skills
JavaScript, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Teamwork, Leadership, Metadata, Databases, Data Management, Social Media, Data Analysis, Facebook, Access
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Computer Information Systems
Geneva Community High School 2006 — 2010
High School Diploma
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Federal Reserve Bank of Chicago June 2012 - August 2012
Ameriprise Financial Services, Inc. January 2012 - May 2012
Morgan Stanley May 2011 - May 2011
Skills
JavaScript, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Teamwork, Leadership, Metadata, Databases, Data Management, Social Media, Data Analysis, Facebook, Access
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Computer Information Systems
Geneva Community High School 2006 — 2010
High School Diploma
Antonio Biancardi Antonio Biancardi's Brown Brothers Harriman Experience March 1999 - June 2000
Job Chief Operating Officer at DATAFORM SOFTWARE LLC
Industry Computer Software
Experience
DATAFORM SOFTWARE December 2007 - Present
THE CASTLE TAVERN & MARINA May 2005 - December 2007
DataForm Software December 2001 - May 2005
Teleran Technologies 2000 - 2001
Brown Brothers Harriman March 1999 - June 2000
NEXTEL COMMUNICATIONS INC May 1997 - August 1998
KENSINGTON WELLS INC July 1993 - October 1996
Skills
Software Project..., Software Development, Business Intelligence, SDLC, Business Process, Web Applications, Business Analysis, Business Process..., Databases, Integration, .NET, Cross-functional Team..., System Architecture, Enterprise Architecture, Program Management, IT Strategy, Product Management, Database Design, Web Services, Enterprise Software, Solution Architecture, Operations Manager, Operations Management, Technology Leadership, Executive Management, Senior Executive, Cross-Industry..., Technology Strategy &..., Solution Design &..., Team Building, Team Leadership, People Management, Business & Technology..., Restructuring, Process Reengineering, Change Management, System Reengineering, System Optimization, Growth Planning, Process Redesign, Process Improvement, Client Relations &..., Software Development..., Operational..., Organizational..., Revenue & Profit Growth, Pharmaceutical Industry, Pharmaceutical R&D, Business Acumen, Technology Project...
Education
The Chubb Institute, Parsippany, NJ 1998 — 1999
Diploma in Computer Programming (9-month intensive), Computer Programming
Bergen Community College
Business
Montclair State University
business
DATAFORM SOFTWARE December 2007 - Present
THE CASTLE TAVERN & MARINA May 2005 - December 2007
DataForm Software December 2001 - May 2005
Teleran Technologies 2000 - 2001
Brown Brothers Harriman March 1999 - June 2000
NEXTEL COMMUNICATIONS INC May 1997 - August 1998
KENSINGTON WELLS INC July 1993 - October 1996
Skills
Software Project..., Software Development, Business Intelligence, SDLC, Business Process, Web Applications, Business Analysis, Business Process..., Databases, Integration, .NET, Cross-functional Team..., System Architecture, Enterprise Architecture, Program Management, IT Strategy, Product Management, Database Design, Web Services, Enterprise Software, Solution Architecture, Operations Manager, Operations Management, Technology Leadership, Executive Management, Senior Executive, Cross-Industry..., Technology Strategy &..., Solution Design &..., Team Building, Team Leadership, People Management, Business & Technology..., Restructuring, Process Reengineering, Change Management, System Reengineering, System Optimization, Growth Planning, Process Redesign, Process Improvement, Client Relations &..., Software Development..., Operational..., Organizational..., Revenue & Profit Growth, Pharmaceutical Industry, Pharmaceutical R&D, Business Acumen, Technology Project...
Education
The Chubb Institute, Parsippany, NJ 1998 — 1999
Diploma in Computer Programming (9-month intensive), Computer Programming
Bergen Community College
Business
Montclair State University
business
TJ Berube's Brown Brothers Harriman Experience February 2009 - February 2013
Job Enterprise Account Executive at Aptitude Software, a microgen plc company
Industry Computer Software
Experience
Aptitude Software April 2014 - Present
Nuance Communications February 2013 - April 2014
Brown Brothers Harriman February 2009 - February 2013
Brown Brothers Harriman 2006 - February 2009
Skills
Account Management, Business Relationship..., Client Presentation, Written & Oral..., Superior Client Service, Salesforce.com, Solution Implementation, Global Custody, Corporate Actions, Lead Generation, Client Services, Bloomberg, CRM, Sales, Sales Process, Equities, Enterprise Software, Business Development, Speech Technology, Consultative Sales..., Cold Calling, Direct Sales, Sales Presentations, Building Relationships, Negotiation, Sales Prospecting, Sales Operations, Solution Selling, Management, Financial Services
Education
Bentley University
St. John's Prep
Aptitude Software April 2014 - Present
Nuance Communications February 2013 - April 2014
Brown Brothers Harriman February 2009 - February 2013
Brown Brothers Harriman 2006 - February 2009
Skills
Account Management, Business Relationship..., Client Presentation, Written & Oral..., Superior Client Service, Salesforce.com, Solution Implementation, Global Custody, Corporate Actions, Lead Generation, Client Services, Bloomberg, CRM, Sales, Sales Process, Equities, Enterprise Software, Business Development, Speech Technology, Consultative Sales..., Cold Calling, Direct Sales, Sales Presentations, Building Relationships, Negotiation, Sales Prospecting, Sales Operations, Solution Selling, Management, Financial Services
Education
Bentley University
St. John's Prep
Nolan Taormino Nolan Taormino's Brown Brothers Harriman Experience October 2012 - March 2013
Job Investment Analyst at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management February 2015 - Present
JPMorgan Chase June 2013 - February 2015
Charlesbank Capital Partners April 2013 - June 2013
Brown Brothers Harriman October 2012 - March 2013
Emerald Asset Advisors June 2011 - September 2012
Yum! Brands May 2011 - June 2011
Skills
Asset Management, Investments, Portfolio Management, Equities, Bloomberg, Hedge Funds, Investment Banking, Day Trading, Bloomberg Terminal, Banking, Accounting, Microsoft Excel, Finance, Microsoft Office, Financial Analysis
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance
Fudan University 2011 — 2011
Minor: Mandarin, Chinese
PanAgora Asset Management February 2015 - Present
JPMorgan Chase June 2013 - February 2015
Charlesbank Capital Partners April 2013 - June 2013
Brown Brothers Harriman October 2012 - March 2013
Emerald Asset Advisors June 2011 - September 2012
Yum! Brands May 2011 - June 2011
Skills
Asset Management, Investments, Portfolio Management, Equities, Bloomberg, Hedge Funds, Investment Banking, Day Trading, Bloomberg Terminal, Banking, Accounting, Microsoft Excel, Finance, Microsoft Office, Financial Analysis
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance
Fudan University 2011 — 2011
Minor: Mandarin, Chinese
Ravi Moses Ravi Moses's Brown Brothers Harriman Experience September 2011 - Present
Job Senoir Systems Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2011 - Present
Fidelity Investments 2014 - 2014
Fidelity Investments 2014 - 2014
Education
Bentley University
Bentley University
Gordon College
New York University
New York University
Brown Brothers Harriman September 2011 - Present
Fidelity Investments 2014 - 2014
Fidelity Investments 2014 - 2014
Education
Bentley University
Bentley University
Gordon College
New York University
New York University
Cori Creran Cori Creran's Brown Brothers Harriman Experience 1989 - 1993
Job
Industry Financial Services
Experience
Experis February 2013 - Present
Dun & Bradstreet June 2011 - June 2012
Jefferson Wells March 2009 - June 2011
Accume Partners December 2007 - December 2008
Bristol-Myers Squibb June 2006 - December 2007
Control Solutions May 2005 - June 2006
Robert Half Management Resources 2003 - 2004
Towers Perrin 1996 - 2003
Brown Brothers Harriman 1989 - 1993
The Boston Company/Boston Safe Deposit & Trust 1988 - 1989
Skills
Green Belt, Lean Six Sigma, Process Improvement, Banking, Insurance, Consumer Products, Pharmaceutical Industry, Airlines, Finance, Data Analysis, Leadership, Sarbanes-Oxley, Enterprise Risk..., Sarbanes-Oxley Act, Project Management, Financial Analysis, Statistical Modeling, Strategic Planning, Black Belt, Internal Controls, Analysis, Strategy, Analytics, Internal Audit, Executive Management, Management, Business Process
Education
Washington University in St. Louis - Olin Business School 1993 — 1995
MBA, Business/Finance/HR
Bentley University 1984 — 1988
BS, Finance
Experis February 2013 - Present
Dun & Bradstreet June 2011 - June 2012
Jefferson Wells March 2009 - June 2011
Accume Partners December 2007 - December 2008
Bristol-Myers Squibb June 2006 - December 2007
Control Solutions May 2005 - June 2006
Robert Half Management Resources 2003 - 2004
Towers Perrin 1996 - 2003
Brown Brothers Harriman 1989 - 1993
The Boston Company/Boston Safe Deposit & Trust 1988 - 1989
Skills
Green Belt, Lean Six Sigma, Process Improvement, Banking, Insurance, Consumer Products, Pharmaceutical Industry, Airlines, Finance, Data Analysis, Leadership, Sarbanes-Oxley, Enterprise Risk..., Sarbanes-Oxley Act, Project Management, Financial Analysis, Statistical Modeling, Strategic Planning, Black Belt, Internal Controls, Analysis, Strategy, Analytics, Internal Audit, Executive Management, Management, Business Process
Education
Washington University in St. Louis - Olin Business School 1993 — 1995
MBA, Business/Finance/HR
Bentley University 1984 — 1988
BS, Finance
Kevin Tavares's Brown Brothers Harriman Experience March 2009 - September 2009
Job Fleet Operations Manager (Logistics) at Wright Maritime Group
Industry Maritime
Experience
Wright Maritime Group August 2012 - Present
Military Sealift Command December 2011 - March 2012
LISCR May 2010 - August 2010
Brown Brothers Harriman March 2009 - September 2009
Baldwin Brothers - Wealth Management September 2008 - January 2009
Skills
Logistics, PowerPoint, Microsoft Word, Maritime Operations, International Logistics, Fleet Management, Fleet Operations, Leadership, Finance, Microsoft Office, Microsoft Excel, Teamwork, Communication, Bloomberg, Financial Analysis, Marketing, Team Leadership
Education
Massachusetts Maritime Academy 2010 — 2012
International Maritime Business, Logistics, Materials, and Supply Chain Management, 3.3 / 4.0
Bentley University 2004 — 2008
BS, Finance, Business Law, 3.2 / 4.0
Wright Maritime Group August 2012 - Present
Military Sealift Command December 2011 - March 2012
LISCR May 2010 - August 2010
Brown Brothers Harriman March 2009 - September 2009
Baldwin Brothers - Wealth Management September 2008 - January 2009
Skills
Logistics, PowerPoint, Microsoft Word, Maritime Operations, International Logistics, Fleet Management, Fleet Operations, Leadership, Finance, Microsoft Office, Microsoft Excel, Teamwork, Communication, Bloomberg, Financial Analysis, Marketing, Team Leadership
Education
Massachusetts Maritime Academy 2010 — 2012
International Maritime Business, Logistics, Materials, and Supply Chain Management, 3.3 / 4.0
Bentley University 2004 — 2008
BS, Finance, Business Law, 3.2 / 4.0
Dominick Pace Dominick Pace's Brown Brothers Harriman Experience August 2008 - June 2009
Job Associate Director, Digital Investment at Mindshare
Industry Marketing and Advertising
Experience
Mindshare February 2014 - Present
Mindshare June 2013 - January 2014
Mindshare January 2012 - May 2013
Mindshare May 2010 - December 2011
Mindshare August 2009 - April 2010
Brown Brothers Harriman August 2008 - June 2009
Skills
Media Strategy, Media Planning, Media Buying, Media Analysis, Traditional Media, Digital Media, Mobile Media, Social Media, Content Strategy, Forecasting, Online Lead Generation, Corporate Actions, Cash Management, Financial Analysis, B2B Marketing
Education
Bentley University
Bachelor of Science (B.S.), Economics-Finance
Copenhagen Business School
Mindshare February 2014 - Present
Mindshare June 2013 - January 2014
Mindshare January 2012 - May 2013
Mindshare May 2010 - December 2011
Mindshare August 2009 - April 2010
Brown Brothers Harriman August 2008 - June 2009
Skills
Media Strategy, Media Planning, Media Buying, Media Analysis, Traditional Media, Digital Media, Mobile Media, Social Media, Content Strategy, Forecasting, Online Lead Generation, Corporate Actions, Cash Management, Financial Analysis, B2B Marketing
Education
Bentley University
Bachelor of Science (B.S.), Economics-Finance
Copenhagen Business School
Christopher Jin's Brown Brothers Harriman Experience July 2014 - September 2014
Job Business Consultant at Misys
Industry Financial Services
Experience
Misys September 2014 - Present
Brown Brothers Harriman July 2014 - September 2014
Bentley University Athletics September 2013 - November 2013
Liberty Mutual Insurance May 2013 - August 2013
Bank of America Merrill Lynch June 2012 - September 2012
Quakerbridge Learning Center June 2010 - August 2010
Unitek Packaging Center July 2009 - August 2009
Skills
Calculus, Access, Microsoft Excel, PowerPoint, SPSS, Microsoft Office, Financial Analysis, Data Analysis, FactSET, Mathematics Education, Microsoft Word, Outlook, Research, Customer Service, Teamwork, Social Media, Accounting, Bloomberg Terminal, Valuation, Capital Markets, Foreign Exchange, Bloomberg, SAP, Communication Skills, Financial Modeling, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance & Quantitative Perspectives, Cum Laude
Misys September 2014 - Present
Brown Brothers Harriman July 2014 - September 2014
Bentley University Athletics September 2013 - November 2013
Liberty Mutual Insurance May 2013 - August 2013
Bank of America Merrill Lynch June 2012 - September 2012
Quakerbridge Learning Center June 2010 - August 2010
Unitek Packaging Center July 2009 - August 2009
Skills
Calculus, Access, Microsoft Excel, PowerPoint, SPSS, Microsoft Office, Financial Analysis, Data Analysis, FactSET, Mathematics Education, Microsoft Word, Outlook, Research, Customer Service, Teamwork, Social Media, Accounting, Bloomberg Terminal, Valuation, Capital Markets, Foreign Exchange, Bloomberg, SAP, Communication Skills, Financial Modeling, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance & Quantitative Perspectives, Cum Laude
Brian Del Cid's Brown Brothers Harriman Experience June 2007 - September 2007
Job Senior Project Manager
Industry Information Technology and Services
Experience
Stryker August 2011 - Present
Stryker Orthopaedics June 2009 - August 2011
Stryker Orthopaedics June 2008 - June 2009
Stryker Orthopaedics June 2008 - September 2008
Millennium Leather 2007 - 2008
Brown Brothers Harriman June 2007 - September 2007
Skills
SharePoint, Active Directory, Technical Support, Project Management, Management, Outlook, Windows 7, IT Service Management, Networking, Process Improvement, Microsoft Office..., Cross-functional Team..., Databases, Testing, Solutions Marketing, Microsoft Exchange, Security, Microsoft Office, Troubleshooting, IT Management, Access, System Administration, ITIL, Software Documentation, Enterprise Software, Integration, Visio, Vendor Management, Hosted Solutions, MS Project, Mobile Devices, Blackberry Enterprise..., Team Leadership, Leadership, Medical Devices, Infrastructure, Scrum, Business Analysis
Education
Montclair State University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Montclair State University 2005 — 2008
Bachelor of Science, Business Administration: Management Information Systems
Bergen Community College 2003 — 2005
A.S, Science & Professional Studies
Stryker August 2011 - Present
Stryker Orthopaedics June 2009 - August 2011
Stryker Orthopaedics June 2008 - June 2009
Stryker Orthopaedics June 2008 - September 2008
Millennium Leather 2007 - 2008
Brown Brothers Harriman June 2007 - September 2007
Skills
SharePoint, Active Directory, Technical Support, Project Management, Management, Outlook, Windows 7, IT Service Management, Networking, Process Improvement, Microsoft Office..., Cross-functional Team..., Databases, Testing, Solutions Marketing, Microsoft Exchange, Security, Microsoft Office, Troubleshooting, IT Management, Access, System Administration, ITIL, Software Documentation, Enterprise Software, Integration, Visio, Vendor Management, Hosted Solutions, MS Project, Mobile Devices, Blackberry Enterprise..., Team Leadership, Leadership, Medical Devices, Infrastructure, Scrum, Business Analysis
Education
Montclair State University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Montclair State University 2005 — 2008
Bachelor of Science, Business Administration: Management Information Systems
Bergen Community College 2003 — 2005
A.S, Science & Professional Studies
Nicholas Cannon's Brown Brothers Harriman Experience June 2013 - August 2013
Job Business Tech Analyst at Deloitte Consulting
Industry
Experience
Brown Brothers Harriman June 2013 - August 2013
Work'N Gear May 2012 - August 2012
Bestick Pool September 2010 - May 2012
Pastene Companies LTD March 2009 - March 2010
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Finance, General, Junior
Brown Brothers Harriman June 2013 - August 2013
Work'N Gear May 2012 - August 2012
Bestick Pool September 2010 - May 2012
Pastene Companies LTD March 2009 - March 2010
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Finance, General, Junior
Jennifer Tieri (Meaney) Jennifer Tieri (Meaney)'s Brown Brothers Harriman Experience 2007 - Present
Job Vice President Fund Services, Training & Advisory at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2007 - Present
Investors Bank & Trust 1999 - 2007
MEDITECH 1996 - 1999
Skills
Training & Development, Instructional Design, Fund Accounting, Fund Administration, Information Mapping, Program Management, Technical Product..., Instructor-led Training, Staff Development, Training Strategy, Conversion Training, Human Resources, Systems Training, Training, Alternative Investments, ETFs, E-Learning, Employee Training, Training Delivery, Team Building, Onboarding, Management
Education
Bentley University 1997 — 2002
MBA, Marketing, High Distinction
Stonehill College 1992 — 1996
BS, Psychology/Sociology, Summa Cum Laude
Brown Brothers Harriman 2007 - Present
Investors Bank & Trust 1999 - 2007
MEDITECH 1996 - 1999
Skills
Training & Development, Instructional Design, Fund Accounting, Fund Administration, Information Mapping, Program Management, Technical Product..., Instructor-led Training, Staff Development, Training Strategy, Conversion Training, Human Resources, Systems Training, Training, Alternative Investments, ETFs, E-Learning, Employee Training, Training Delivery, Team Building, Onboarding, Management
Education
Bentley University 1997 — 2002
MBA, Marketing, High Distinction
Stonehill College 1992 — 1996
BS, Psychology/Sociology, Summa Cum Laude
Richard Benedict, PMP, CSM's Brown Brothers Harriman Experience March 2008 - July 2008
Job Realtor at Keller Williams Realty, Inc.
Industry Financial Services
Experience
Keller Williams Realty, Inc. June 2015 - Present
Interactive Data May 2013 - February 2015
TJX April 2013 - May 2013
Collaborative Consulting June 2011 - May 2013
Fidelity Investments August 2012 - February 2013
Analog Devices June 2011 - June 2012
The Hanover Insurance Group July 2010 - December 2010
Epsilon October 2009 - June 2010
Brown Brothers Harriman March 2008 - July 2008
Fidelity Investments 1990 - 2008
Skills
Agile, Project Delivery, Scrum, Business Requirements, Software Project..., Project Planning, Project Implementation, PMP, PMBOK, Waterfall, RFP, Requirements Management, Budget Management, Agile Methodologies, Business Analysis, Quality Assurance, MS Project, Software Development
Education
Agile University
CSM, Certified Scrum Master
Project Management Institute
PMP, Project Management Professional
Boston University
Certificate, Project Management
Clark University
Certificate, Client/Server Development
Northeastern University
Certificate, Unix Systems Programming
Bentley University
MS, Computer Information Systems
Suffolk University
MBA, Accounting/Corporate Taxation
Northeastern University
BS, Finance & Insurance
Keller Williams Realty, Inc. June 2015 - Present
Interactive Data May 2013 - February 2015
TJX April 2013 - May 2013
Collaborative Consulting June 2011 - May 2013
Fidelity Investments August 2012 - February 2013
Analog Devices June 2011 - June 2012
The Hanover Insurance Group July 2010 - December 2010
Epsilon October 2009 - June 2010
Brown Brothers Harriman March 2008 - July 2008
Fidelity Investments 1990 - 2008
Skills
Agile, Project Delivery, Scrum, Business Requirements, Software Project..., Project Planning, Project Implementation, PMP, PMBOK, Waterfall, RFP, Requirements Management, Budget Management, Agile Methodologies, Business Analysis, Quality Assurance, MS Project, Software Development
Education
Agile University
CSM, Certified Scrum Master
Project Management Institute
PMP, Project Management Professional
Boston University
Certificate, Project Management
Clark University
Certificate, Client/Server Development
Northeastern University
Certificate, Unix Systems Programming
Bentley University
MS, Computer Information Systems
Suffolk University
MBA, Accounting/Corporate Taxation
Northeastern University
BS, Finance & Insurance
Elise DiPrisco Elise DiPrisco's Brown Brothers Harriman Experience June 2012 - August 2012
Job Tax Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC June 2013 - September 2013
Brown Brothers Harriman June 2012 - August 2012
University of San Diego January 2011 - June 2012
Fleet Trailer Leasing, LLC June 2011 - August 2011
Boston Yacht Club June 2011 - August 2011
Marblehead Recreation Department June 2008 - August 2010
Skills
Accounting, Bookkeeping, International Tax, Microsoft Office, Financial Accounting, Financial Reporting, Taxations, Corporate Tax, Tax Returns, CCH Intelliconnect, Financial Services, Analysis, Accounts Receivable, Tax
Education
Bentley University 2013 — 2014
Master's degree, Taxation
University of San Diego 2009 — 2013
Bachelor's degree, Accounting
Marblehead High School 2005 — 2009
PwC July 2014 - Present
PwC June 2013 - September 2013
Brown Brothers Harriman June 2012 - August 2012
University of San Diego January 2011 - June 2012
Fleet Trailer Leasing, LLC June 2011 - August 2011
Boston Yacht Club June 2011 - August 2011
Marblehead Recreation Department June 2008 - August 2010
Skills
Accounting, Bookkeeping, International Tax, Microsoft Office, Financial Accounting, Financial Reporting, Taxations, Corporate Tax, Tax Returns, CCH Intelliconnect, Financial Services, Analysis, Accounts Receivable, Tax
Education
Bentley University 2013 — 2014
Master's degree, Taxation
University of San Diego 2009 — 2013
Bachelor's degree, Accounting
Marblehead High School 2005 — 2009
Sam LaPlante Sam LaPlante's Brown Brothers Harriman Experience October 2013 - February 2014
Job Student at Bentley University
Industry Financial Services
Experience
Eagle Investment Systems March 2014 - Present
Portside Real Estate Group December 2012 - April 2014
Brown Brothers Harriman October 2013 - February 2014
Sigma Chi Fraternity March 2011 - May 2013
Chase Custom Homes and Financing May 2012 - August 2012
Hannaford May 2008 - January 2012
Episcopal Church of St. Mary’s the Virgin January 2007 - January 2008
Skills
Access, Microsoft Excel, SPSS, Outlook, Microsoft Word, Databases, Public Relations, Marketing, Marketing Strategy, Social Media
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Managerial Economics with a concentration in Entrepreneurship
Copenhagen Business School
Corporate Communication, Economic and International Policy
Eagle Investment Systems March 2014 - Present
Portside Real Estate Group December 2012 - April 2014
Brown Brothers Harriman October 2013 - February 2014
Sigma Chi Fraternity March 2011 - May 2013
Chase Custom Homes and Financing May 2012 - August 2012
Hannaford May 2008 - January 2012
Episcopal Church of St. Mary’s the Virgin January 2007 - January 2008
Skills
Access, Microsoft Excel, SPSS, Outlook, Microsoft Word, Databases, Public Relations, Marketing, Marketing Strategy, Social Media
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Managerial Economics with a concentration in Entrepreneurship
Copenhagen Business School
Corporate Communication, Economic and International Policy
Andrew Keefe's Brown Brothers Harriman Experience July 2008 - September 2012
Job Assurance Senior at EY
Industry Financial Services
Experience
EY September 2014 - Present
Deloitte September 2012 - September 2014
Brown Brothers Harriman July 2008 - September 2012
Skills
Mutual Funds, Bloomberg, Equities, Financial Analysis, Securities, Corporate Actions, Hedge Funds, Investments, Auditing, Financial Reporting, ETFs, Financial Modeling, Financial Services, Fixed Income, Fund Accounting, Financial Accounting
Education
Bentley University 2009 — 2012
Masters of Science, Accountancy
Bentley University 2004 — 2008
Bachelors of Science, Economics and Finance
EY September 2014 - Present
Deloitte September 2012 - September 2014
Brown Brothers Harriman July 2008 - September 2012
Skills
Mutual Funds, Bloomberg, Equities, Financial Analysis, Securities, Corporate Actions, Hedge Funds, Investments, Auditing, Financial Reporting, ETFs, Financial Modeling, Financial Services, Fixed Income, Fund Accounting, Financial Accounting
Education
Bentley University 2009 — 2012
Masters of Science, Accountancy
Bentley University 2004 — 2008
Bachelors of Science, Economics and Finance
Kristina Georgieva Kristina Georgieva's Brown Brothers Harriman Experience March 2012 - September 2012
Job Project Manager
Industry Computer Software
Experience
Netage Solutions September 2012 - Present
Brown Brothers Harriman March 2012 - September 2012
Coburn & Meredith, Inc. February 2011 - April 2011
Metro Cash and Carry October 2009 - September 2010
Grant Thornton LLP August 2008 - October 2009
Sofia University St. Kliment Ohridski February 2007 - July 2008
SOMONI Financial Group February 2008 - June 2008
Industrial Holding Bulgaria Plc September 2007 - December 2007
SOCIETE GENERALE Expressbank July 2006 - August 2006
SOCIETE GENERALE Expressbank July 2005 - August 2005
Skills
Bloomberg, Factset, PowerPoint, SQL, SPSS, SAS, Financial Analysis, Financial Reporting, Budgeting, Financial Modeling, Financial Markets, Equity Research, Equity Valuation, Screening, DDM, DCF, Relative Value, Valuation, Quantitative Analysis, Quantitative Analytics, Microsoft Excel, Black-Scholes, Corporate Finance, Budgets, Economics, VBA, Business Valuation, Management, Finance, Fixed Income, Project Management
Education
Bentley University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, Cumulative GPA: 4.0
Bentley University 2010 — 2012
Master of Science (M.Sc.), Finance
Sofia University St. Kliment Ohridski 2008 — 2010
Master of Science (M.Sc.), Finance and Banking
Sofia University St. Kliment Ohridski 2004 — 2008
Bachelor of Science (B.Sc.), Economics
Netage Solutions September 2012 - Present
Brown Brothers Harriman March 2012 - September 2012
Coburn & Meredith, Inc. February 2011 - April 2011
Metro Cash and Carry October 2009 - September 2010
Grant Thornton LLP August 2008 - October 2009
Sofia University St. Kliment Ohridski February 2007 - July 2008
SOMONI Financial Group February 2008 - June 2008
Industrial Holding Bulgaria Plc September 2007 - December 2007
SOCIETE GENERALE Expressbank July 2006 - August 2006
SOCIETE GENERALE Expressbank July 2005 - August 2005
Skills
Bloomberg, Factset, PowerPoint, SQL, SPSS, SAS, Financial Analysis, Financial Reporting, Budgeting, Financial Modeling, Financial Markets, Equity Research, Equity Valuation, Screening, DDM, DCF, Relative Value, Valuation, Quantitative Analysis, Quantitative Analytics, Microsoft Excel, Black-Scholes, Corporate Finance, Budgets, Economics, VBA, Business Valuation, Management, Finance, Fixed Income, Project Management
Education
Bentley University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, Cumulative GPA: 4.0
Bentley University 2010 — 2012
Master of Science (M.Sc.), Finance
Sofia University St. Kliment Ohridski 2008 — 2010
Master of Science (M.Sc.), Finance and Banking
Sofia University St. Kliment Ohridski 2004 — 2008
Bachelor of Science (B.Sc.), Economics
Shaun Carnes Shaun Carnes's Brown Brothers Harriman Experience November 2004 - Present
Job Senior Operations at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2004 - Present
Skills
Data Analysis, Financial Analysis, Asset Management, Equities, Financial Services, Mutual Funds, Investments
Education
University of Massachusetts at Lowell 1999 — 2002
Bachelor of Business Administration (B.B.A.), International Finance
Bentley University 1998 — 1999
Business/Managerial Economics
Brown Brothers Harriman November 2004 - Present
Skills
Data Analysis, Financial Analysis, Asset Management, Equities, Financial Services, Mutual Funds, Investments
Education
University of Massachusetts at Lowell 1999 — 2002
Bachelor of Business Administration (B.B.A.), International Finance
Bentley University 1998 — 1999
Business/Managerial Economics
Todd Mogenson Todd Mogenson's Brown Brothers Harriman Experience August 2006 - August 2012
Job Financial Services Professional
Industry Financial Services
Experience
Brown Brothers Harriman August 2006 - August 2012
Brown Brothers Harriman September 2002 - August 2006
Brown Brothers Harriman February 2002 - September 2002
Brown Brothers Harriman December 2000 - February 2002
BNY Mellon September 1997 - August 2000
Skills
Corporate Actions, DTC, Securities, Equities, Global Custody, Financial Services, Mergers & Acquisitions, Relationship Management, Asset Management, Fixed Income, Banking, Mutual Funds, Bloomberg, Analysis, Investments, Bonds, Wealth Management
Education
Bergen Community College 1992 — 1995
Associate's degree, Business Administration and Management, General
Brown Brothers Harriman August 2006 - August 2012
Brown Brothers Harriman September 2002 - August 2006
Brown Brothers Harriman February 2002 - September 2002
Brown Brothers Harriman December 2000 - February 2002
BNY Mellon September 1997 - August 2000
Skills
Corporate Actions, DTC, Securities, Equities, Global Custody, Financial Services, Mergers & Acquisitions, Relationship Management, Asset Management, Fixed Income, Banking, Mutual Funds, Bloomberg, Analysis, Investments, Bonds, Wealth Management
Education
Bergen Community College 1992 — 1995
Associate's degree, Business Administration and Management, General
Matt Namin's Brown Brothers Harriman Experience May 2013 - Present
Job Expense Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2013 - Present
Investors Capital January 2010 - February 2012
Gryphone Telecom May 2009 - January 2010
Granite Telecommunications October 2008 - December 2008
ES Components June 2006 - January 2007
Skills
Excel, Word, Financial Analysis, Strategic Planning, Microsoft Office, Goldmine, HTML/XML, Java, C++, SDLC, UML, Flash, Dreamweaver, Visual Studio, Access, Photoshop, SQL, Microsoft Excel
Education
Bentley University 2004 — 2008
BS, Management
Brown Brothers Harriman May 2013 - Present
Investors Capital January 2010 - February 2012
Gryphone Telecom May 2009 - January 2010
Granite Telecommunications October 2008 - December 2008
ES Components June 2006 - January 2007
Skills
Excel, Word, Financial Analysis, Strategic Planning, Microsoft Office, Goldmine, HTML/XML, Java, C++, SDLC, UML, Flash, Dreamweaver, Visual Studio, Access, Photoshop, SQL, Microsoft Excel
Education
Bentley University 2004 — 2008
BS, Management
Cholada Aramthip's Brown Brothers Harriman Experience October 2007 - July 2010
Job CoOwner at Khao Sarn
Industry Financial Services
Experience
Khao Sarn May 2009 - Present
Brown Brothers Harriman October 2007 - July 2010
Skills
Investments, Mutual Funds, Equities, Securities, Fixed Income, Financial Services, Asset Managment, Wealth Management, Alternative Investments, Portfolio Management, Asset Management, Asset Allocation, Series 7, Valuation, Hedge Funds, Financial Analysis, Derivatives, Due Diligence
Education
Bentley University 2000 — 2004
Khao Sarn May 2009 - Present
Brown Brothers Harriman October 2007 - July 2010
Skills
Investments, Mutual Funds, Equities, Securities, Fixed Income, Financial Services, Asset Managment, Wealth Management, Alternative Investments, Portfolio Management, Asset Management, Asset Allocation, Series 7, Valuation, Hedge Funds, Financial Analysis, Derivatives, Due Diligence
Education
Bentley University 2000 — 2004
Christelle Mundele Christelle Mundele's Brown Brothers Harriman Experience March 2014 - Present
Job International Settlements Desk: Associate at State Street Global Markets
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
Best Buy August 2009 - March 2015
State Street Global Markets September 2012 - September 2013
New Wave Boston Real Estate May 2011 - May 2012
C.B. Scoops Ice Cream & Candy August 2004 - August 2009
Skills
Peachtree, Bloomberg, Excel, PowerPoint, Factset, Morningstar, S&P, QuickBooks, Data Entry, Access, Time Management, Outlook, Microsoft Excel
Education
Bentley University 2008 — 2012
Bachelor, Corporate Finance and Accounting
Universitat Pompeu Fabra 2011 — 2011
Hispanic Studies
Brown Brothers Harriman March 2014 - Present
Best Buy August 2009 - March 2015
State Street Global Markets September 2012 - September 2013
New Wave Boston Real Estate May 2011 - May 2012
C.B. Scoops Ice Cream & Candy August 2004 - August 2009
Skills
Peachtree, Bloomberg, Excel, PowerPoint, Factset, Morningstar, S&P, QuickBooks, Data Entry, Access, Time Management, Outlook, Microsoft Excel
Education
Bentley University 2008 — 2012
Bachelor, Corporate Finance and Accounting
Universitat Pompeu Fabra 2011 — 2011
Hispanic Studies
Pete Sanchez's Brown Brothers Harriman Experience 1996 - 2000
Job
Industry Information Technology and Services
Experience
Citigroup Private Wealth December 2010 - Present
DST Global Solutions June 2000 - December 2010
CoreSense June 2004 - May 2005
DST International September 2000 - June 2004
BBH&Co March 1998 - September 2000
Brown Brothers Harriman 1996 - 2000
BBH July 1996 - March 1998
Skills
Project Management, Enterprise Risk..., Business Analysis, Fixed Income, Requirements Analysis, Market Data, Back Office, PRINCE2, Equities, Trading Systems, SDLC, Financial Services, Business Intelligence, Derivatives, Hedge Funds, Portfolio Management, Asset Management, Market Risk, Alternative Investments, Corporate Actions, Securities, Electronic Trading, Fund Accounting, Middle Office, User Acceptance Testing, Bloomberg, Investment Management, Risk Management, Requirements Gathering, Business Requirements, Capital Markets, FX Options, Financial Markets, Credit Derivatives, Relationship Management, SWIFT payments, Settlement, Options, Trading, Investment Banking, Sybase, Mutual Funds, Financial Risk, Equity Derivatives, Vendor Management, Equity Trading, Wealth Management
Education
Lesley University 1998 — 2002
MA, InterCultural Relations
Bentley University 1992 — 1996
St Aedan's
Citigroup Private Wealth December 2010 - Present
DST Global Solutions June 2000 - December 2010
CoreSense June 2004 - May 2005
DST International September 2000 - June 2004
BBH&Co March 1998 - September 2000
Brown Brothers Harriman 1996 - 2000
BBH July 1996 - March 1998
Skills
Project Management, Enterprise Risk..., Business Analysis, Fixed Income, Requirements Analysis, Market Data, Back Office, PRINCE2, Equities, Trading Systems, SDLC, Financial Services, Business Intelligence, Derivatives, Hedge Funds, Portfolio Management, Asset Management, Market Risk, Alternative Investments, Corporate Actions, Securities, Electronic Trading, Fund Accounting, Middle Office, User Acceptance Testing, Bloomberg, Investment Management, Risk Management, Requirements Gathering, Business Requirements, Capital Markets, FX Options, Financial Markets, Credit Derivatives, Relationship Management, SWIFT payments, Settlement, Options, Trading, Investment Banking, Sybase, Mutual Funds, Financial Risk, Equity Derivatives, Vendor Management, Equity Trading, Wealth Management
Education
Lesley University 1998 — 2002
MA, InterCultural Relations
Bentley University 1992 — 1996
St Aedan's
Lynn Vest's Brown Brothers Harriman Experience January 2011 - February 2011
Job Business Analysis Consultant II at BNY Mellon
Industry Computer Software
Experience
BNY Mellon July 2013 - Present
State Street February 2011 - June 2013
Brown Brothers Harriman January 2011 - February 2011
Centage Corporation February 2010 - June 2010
Bank of New York Mellon November 2008 - December 2008
Lexington Insurance (division of AIG) October 2006 - October 2008
Fidelity Family Office Services March 2006 - September 2006
Federal Home Loan Bank of Boston 1999 - 2005
Sapient Corporation 1998 - 1999
Skills
Business Requirements, Business Analysis, Equities, User Acceptance Testing, Fixed Income, Derivatives, Testing, Software Development, Project Management, Management, Quality Assurance, Financial Services, SDLC, Integration
Education
Bentley University
2003- 2007, courses in Financial Planning
Boston University Questrom School of Business
MBA, Conc in Finance
Smith College
BA, Government
BNY Mellon July 2013 - Present
State Street February 2011 - June 2013
Brown Brothers Harriman January 2011 - February 2011
Centage Corporation February 2010 - June 2010
Bank of New York Mellon November 2008 - December 2008
Lexington Insurance (division of AIG) October 2006 - October 2008
Fidelity Family Office Services March 2006 - September 2006
Federal Home Loan Bank of Boston 1999 - 2005
Sapient Corporation 1998 - 1999
Skills
Business Requirements, Business Analysis, Equities, User Acceptance Testing, Fixed Income, Derivatives, Testing, Software Development, Project Management, Management, Quality Assurance, Financial Services, SDLC, Integration
Education
Bentley University
2003- 2007, courses in Financial Planning
Boston University Questrom School of Business
MBA, Conc in Finance
Smith College
BA, Government
Gary Tobolski Gary Tobolski's Brown Brothers Harriman Experience 1995 - 1996
Job Sr. Business Analyst at HP Enterprise Services
Industry Information Technology and Services
Experience
HP Enterprise Services January 2011 - Present
U.S. Census Bureau April 2010 - August 2010
Massachusetts Registry of Motor Vehicles / Eot 2004 - 2009
Various organizations 1993 - 2009
Fidelity Investments 2003 - 2004
Metropolitan Life Insurance Company 2002 - 2003
Massachusetts Registry of Motor Vehicles 1996 - 2001
Brown Brothers Harriman 1995 - 1996
Fidelity Investments 1992 - 1995
First Data Corporation 1992 - 1992
Skills
Access, Visio, Project Management, Testing, SDLC, Business Analysis, DB2, Program Management, IT Outsourcing, CICS, Business Intelligence, SQL, Software Development, Leadership, Strategic Planning, Systems Analysis, Requirements Analysis, VSAM, COBOL, IT Management, Visual Basic, JCL
Education
Northeastern University 1992 — 1992
C/C++ Programming
Bentley University 1983 — 1986
Business management
University at Buffalo 1980 — 1982
Business management
IBM 1977 — 1979
Computer programming
Advanced Training Center 1975 — 1975
Computer programming
HP Enterprise Services January 2011 - Present
U.S. Census Bureau April 2010 - August 2010
Massachusetts Registry of Motor Vehicles / Eot 2004 - 2009
Various organizations 1993 - 2009
Fidelity Investments 2003 - 2004
Metropolitan Life Insurance Company 2002 - 2003
Massachusetts Registry of Motor Vehicles 1996 - 2001
Brown Brothers Harriman 1995 - 1996
Fidelity Investments 1992 - 1995
First Data Corporation 1992 - 1992
Skills
Access, Visio, Project Management, Testing, SDLC, Business Analysis, DB2, Program Management, IT Outsourcing, CICS, Business Intelligence, SQL, Software Development, Leadership, Strategic Planning, Systems Analysis, Requirements Analysis, VSAM, COBOL, IT Management, Visual Basic, JCL
Education
Northeastern University 1992 — 1992
C/C++ Programming
Bentley University 1983 — 1986
Business management
University at Buffalo 1980 — 1982
Business management
IBM 1977 — 1979
Computer programming
Advanced Training Center 1975 — 1975
Computer programming
Alexander Senckowski Alexander Senckowski's Brown Brothers Harriman Experience November 2006 - May 2007
Job Working Towards an Engineering Degree
Industry Electrical/Electronic Manufacturing
Experience
Brown Brothers Harriman November 2006 - May 2007
Brown Brothers Harriman February 2005 - November 2006
Skills
Matlab, Mathematica, C Programming, C, Adobe Creative Suite, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, AutoCAD Inventor, Statistics, Arduino, Inventor
Education
University of Massachusetts at Lowell 2012 — 2016
Non-degree continuing education student., Taking classes towards a degree in engineering.
Bentley University 1999 — 2004
Bachelor of Science, Finance
Brown Brothers Harriman November 2006 - May 2007
Brown Brothers Harriman February 2005 - November 2006
Skills
Matlab, Mathematica, C Programming, C, Adobe Creative Suite, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, AutoCAD Inventor, Statistics, Arduino, Inventor
Education
University of Massachusetts at Lowell 2012 — 2016
Non-degree continuing education student., Taking classes towards a degree in engineering.
Bentley University 1999 — 2004
Bachelor of Science, Finance
Sylvia Mon's Brown Brothers Harriman Experience December 2004 - November 2014
Job Product Development Analyst
Industry Financial Services
Experience
Eagle Investment Systems December 2014 - Present
Brown Brothers Harriman December 2004 - November 2014
State Street January 2000 - July 2003
Skills
Accounting, Auditing, Bloomberg, Business Analysis, Derivatives, Equities, Financial Statements, Fixed Income, Fund Accounting, General Ledger, Microsoft Office, PL/SQL, Research, Securities
Education
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Mathematics
Eagle Investment Systems December 2014 - Present
Brown Brothers Harriman December 2004 - November 2014
State Street January 2000 - July 2003
Skills
Accounting, Auditing, Bloomberg, Business Analysis, Derivatives, Equities, Financial Statements, Fixed Income, Fund Accounting, General Ledger, Microsoft Office, PL/SQL, Research, Securities
Education
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Mathematics
Mike Michaelson's Brown Brothers Harriman Experience September 2001 - September 2003
Job Financial Advisor with Citizens Investments
Industry Financial Services
Experience
Citizens Financial Group, Inc. May 2015 - Present
Merrill Lynch January 2012 - August 2015
Back Bay Lighting 2006 - 2011
Westford Home Lighting 2005 - 2011
Westford Home Lighting September 2003 - October 2005
Brown Brothers Harriman September 2001 - September 2003
Brown Brothers Harriman June 2000 - August 2001
Skills
Retirement Planning, Peer Mentoring, Networking, Strategic Financial..., Portfolio Management, Investments, Mutual Funds, Fixed Income, Equities, Passion for Helping..., Financial Services, Financial Markets, Financial Analysis
Education
Bentley University 1997 — 2001
B.S. Finance
Lorenzo de' Medici Florence, Italy 2000 — 2000
International Business
Westford Academy 1995 — 1997
Marian High School
Citizens Financial Group, Inc. May 2015 - Present
Merrill Lynch January 2012 - August 2015
Back Bay Lighting 2006 - 2011
Westford Home Lighting 2005 - 2011
Westford Home Lighting September 2003 - October 2005
Brown Brothers Harriman September 2001 - September 2003
Brown Brothers Harriman June 2000 - August 2001
Skills
Retirement Planning, Peer Mentoring, Networking, Strategic Financial..., Portfolio Management, Investments, Mutual Funds, Fixed Income, Equities, Passion for Helping..., Financial Services, Financial Markets, Financial Analysis
Education
Bentley University 1997 — 2001
B.S. Finance
Lorenzo de' Medici Florence, Italy 2000 — 2000
International Business
Westford Academy 1995 — 1997
Marian High School
Gregory McFadden's Brown Brothers Harriman Experience September 2010 - September 2011
Job Hedge Fund Transfer Agency Specialist at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2011 - Present
Brown Brothers Harriman September 2010 - September 2011
UBS February 2009 - May 2009
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Bentley University 2006 — 2010
BS, Economics-Finance
Lorenzo de'Medici Institute 2008 — 2008
JPMorgan Chase September 2011 - Present
Brown Brothers Harriman September 2010 - September 2011
UBS February 2009 - May 2009
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Bentley University 2006 — 2010
BS, Economics-Finance
Lorenzo de'Medici Institute 2008 — 2008
Joe Palombo Joe Palombo's Brown Brothers Harriman Experience August 2005 - December 2008
Job Director Financial Services Tax Advisory at McGladrey
Industry Financial Services
Experience
McGladrey September 2011 - Present
Feeley & Driscoll, P.C. January 2010 - September 2011
Brown Brothers Harriman August 2005 - December 2008
Columbia Management March 2000 - April 2004
Putnam Investments January 1994 - December 1999
Coopers & Lybrand October 1983 - December 1993
PricewaterhouseCoopers 1983 - 1993
Digital Equipment Corporation October 1979 - December 1983
Arthur Young July 1975 - October 1979
Arthur Young 1975 - 1979
Skills
Financial Services, Tax, Mergers, Mutual Funds, Accounting, Auditing, Corporate Governance, Finance, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1989 — 1989
Executive Program
Bentley University 1977 — 1980
MS, Taxation
College of the Holy Cross 1971 — 1975
BA, Economics/Accounting
McGladrey September 2011 - Present
Feeley & Driscoll, P.C. January 2010 - September 2011
Brown Brothers Harriman August 2005 - December 2008
Columbia Management March 2000 - April 2004
Putnam Investments January 1994 - December 1999
Coopers & Lybrand October 1983 - December 1993
PricewaterhouseCoopers 1983 - 1993
Digital Equipment Corporation October 1979 - December 1983
Arthur Young July 1975 - October 1979
Arthur Young 1975 - 1979
Skills
Financial Services, Tax, Mergers, Mutual Funds, Accounting, Auditing, Corporate Governance, Finance, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1989 — 1989
Executive Program
Bentley University 1977 — 1980
MS, Taxation
College of the Holy Cross 1971 — 1975
BA, Economics/Accounting
Alexander Crosby's Brown Brothers Harriman Experience June 2015 - Present
Job Senior Auditor IT Audit
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
KPMG September 2012 - June 2015
KPMG June 2011 - August 2011
PwC June 2010 - August 2010
Skills
Management Consulting, IT Audit, Financial Services, Hyperion Planning, Hyperion HFM, Anti Money Laundering, Pharmaceutical Industry, Internal Audit, Healthcare, Hyperion Enterprise, SAP, Hyperion, SAP BPC, Power Utilities, Project Assurance, Essbase
Education
Fairfield University 2012 — 2015
Masters of Science, Finance, General
Bentley University 2008 — 2012
Bachelor's degree, Accounting and Computer Science
University College Dublin 2010 — 2010
Bachelor of Business Administration (B.B.A.)
Brown Brothers Harriman June 2015 - Present
KPMG September 2012 - June 2015
KPMG June 2011 - August 2011
PwC June 2010 - August 2010
Skills
Management Consulting, IT Audit, Financial Services, Hyperion Planning, Hyperion HFM, Anti Money Laundering, Pharmaceutical Industry, Internal Audit, Healthcare, Hyperion Enterprise, SAP, Hyperion, SAP BPC, Power Utilities, Project Assurance, Essbase
Education
Fairfield University 2012 — 2015
Masters of Science, Finance, General
Bentley University 2008 — 2012
Bachelor's degree, Accounting and Computer Science
University College Dublin 2010 — 2010
Bachelor of Business Administration (B.B.A.)
Tanay Patel Tanay Patel's Brown Brothers Harriman Experience March 2015 - Present
Job Mutual Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
The First Marblehead Corporation May 2014 - August 2014
Bentley Annual Fund September 2010 - May 2014
JPMorgan Chase May 2013 - August 2013
Polaris Financial Technology Limited May 2012 - August 2012
Skills
Microsoft Excel, Peachtree, Financial Analysis, SAP, SPSS, Corporate Finance, Economics, Analysis, SharePoint, Financial Accounting, PowerPoint, Excel, Investments, Financial Reporting, Crystal Ball, Strategic Financial..., Bloomberg Terminal, Microsoft Office
Education
Bentley University 2010 — 2014
Bachelor's Degree, Corporate Finance and Accounting, December 2014 Graduate
Nanyang Technological University
Business School
Brown Brothers Harriman March 2015 - Present
The First Marblehead Corporation May 2014 - August 2014
Bentley Annual Fund September 2010 - May 2014
JPMorgan Chase May 2013 - August 2013
Polaris Financial Technology Limited May 2012 - August 2012
Skills
Microsoft Excel, Peachtree, Financial Analysis, SAP, SPSS, Corporate Finance, Economics, Analysis, SharePoint, Financial Accounting, PowerPoint, Excel, Investments, Financial Reporting, Crystal Ball, Strategic Financial..., Bloomberg Terminal, Microsoft Office
Education
Bentley University 2010 — 2014
Bachelor's Degree, Corporate Finance and Accounting, December 2014 Graduate
Nanyang Technological University
Business School
Carolyn Sall's Brown Brothers Harriman Experience July 2015 - Present
Job Client Service Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman January 2014 - July 2015
Brown Brothers Harriman April 2013 - January 2014
Brown Brothers Harriman May 2012 - April 2013
Brown Brothers Harriman October 2011 - June 2012
Education
Bentley University 2008 — 2012
Bachelor of Science, Management
Haverhill High School 2004 — 2008
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman January 2014 - July 2015
Brown Brothers Harriman April 2013 - January 2014
Brown Brothers Harriman May 2012 - April 2013
Brown Brothers Harriman October 2011 - June 2012
Education
Bentley University 2008 — 2012
Bachelor of Science, Management
Haverhill High School 2004 — 2008
Pat Cosmo DiNitto Pat Cosmo DiNitto's Brown Brothers Harriman Experience September 2005 - February 2013
Job Business Development Manager at Workiva
Industry Financial Services
Experience
Workiva December 2014 - Present
Complete Staffing Solutions January 2014 - December 2014
Robert Half March 2013 - December 2013
Brown Brothers Harriman September 2005 - February 2013
Skills
Mutual Funds, Bloomberg, Securities, Investments, Fixed Income, Banking, Equities, Financial Modeling, Financial Analysis, Commercial Banking, Credit, Commercial Lending, Credit Analysis, Loans, Risk Management, Credit Risk, Valuation, Strategic Financial..., Portfolio Management, Microsoft Excel, FX Options, Trading, Financial Services, Fund Administration, Corporate Actions, Financial Markets, recruiting, Financial Recruiting, Italian, Building Relationships, Private Equity, Asset Allocation, Recruiting, Management, Chinese, Gold Mining, Fishing, Goldmine, Financial Planning
Education
Bentley University 2001 — 2005
Finance, Banking
Suffolk University - Sawyer School of Management 2011 — 2015
Global MBA, International Management
Workiva December 2014 - Present
Complete Staffing Solutions January 2014 - December 2014
Robert Half March 2013 - December 2013
Brown Brothers Harriman September 2005 - February 2013
Skills
Mutual Funds, Bloomberg, Securities, Investments, Fixed Income, Banking, Equities, Financial Modeling, Financial Analysis, Commercial Banking, Credit, Commercial Lending, Credit Analysis, Loans, Risk Management, Credit Risk, Valuation, Strategic Financial..., Portfolio Management, Microsoft Excel, FX Options, Trading, Financial Services, Fund Administration, Corporate Actions, Financial Markets, recruiting, Financial Recruiting, Italian, Building Relationships, Private Equity, Asset Allocation, Recruiting, Management, Chinese, Gold Mining, Fishing, Goldmine, Financial Planning
Education
Bentley University 2001 — 2005
Finance, Banking
Suffolk University - Sawyer School of Management 2011 — 2015
Global MBA, International Management
Justina Dong's Brown Brothers Harriman Experience August 2015 - Present
Job IT Auditor at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman August 2015 - Present
Santander Bank, N.A. August 2014 - August 2015
KPMG US September 2013 - December 2013
Northwestern Mutual Life Insurance and Financial Services June 2012 - September 2012
Alzheimer's Association January 2011 - January 2012
Scott A. Goffstein & Associates, LLP October 2012 - 2012
Sinochem Group, FOTIC Inc May 2011 - August 2011
Morris Chinese Academy September 2009 - June 2011
Honeywell International, Inc June 2010 - August 2010
Lenovo Group June 2009 - August 2009
Skills
Microsoft Publisher, Microsoft Visio, Microsoft Excel, Microsoft OneNote, MIcrosoft Access, Adobe Photoshop, Adobe Illustrator, Adobe Lightroom, Research, Photoshop, Illustrator, Analysis, OneNote, Visio, Access, Time Management, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Internal Controls, HTML, Data Entry, Financial Modeling, Accounts Receivable, Chinese, SAP, Databases, WordPress
Education
Bentley University 2010 — 2014
Bachelor of Sciences, Corporate Finance and Accounting & Global Studies, Junior Year
Royal Holloway University of London 2012 — 2012
Minor, Politics, Sophomore Year
Parsippany Hills High School 2006 — 2010
Brown Brothers Harriman August 2015 - Present
Santander Bank, N.A. August 2014 - August 2015
KPMG US September 2013 - December 2013
Northwestern Mutual Life Insurance and Financial Services June 2012 - September 2012
Alzheimer's Association January 2011 - January 2012
Scott A. Goffstein & Associates, LLP October 2012 - 2012
Sinochem Group, FOTIC Inc May 2011 - August 2011
Morris Chinese Academy September 2009 - June 2011
Honeywell International, Inc June 2010 - August 2010
Lenovo Group June 2009 - August 2009
Skills
Microsoft Publisher, Microsoft Visio, Microsoft Excel, Microsoft OneNote, MIcrosoft Access, Adobe Photoshop, Adobe Illustrator, Adobe Lightroom, Research, Photoshop, Illustrator, Analysis, OneNote, Visio, Access, Time Management, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Internal Controls, HTML, Data Entry, Financial Modeling, Accounts Receivable, Chinese, SAP, Databases, WordPress
Education
Bentley University 2010 — 2014
Bachelor of Sciences, Corporate Finance and Accounting & Global Studies, Junior Year
Royal Holloway University of London 2012 — 2012
Minor, Politics, Sophomore Year
Parsippany Hills High School 2006 — 2010
James Lacouture's Brown Brothers Harriman Experience August 2007 - January 2013
Job Customer / Employee Experience | Cloud | Knowledge Management | Contact Center Optimization | Social Media Management
Industry Computer Software
Experience
Oracle June 2015 - Present
Oracle May 2013 - June 2015
Brown Brothers Harriman August 2007 - January 2013
Reebok January 2007 - July 2007
Putnam Investments August 2006 - December 2006
Skills
Customer Experience, Social Media, Business Strategy, Enterprise Software, New Business Development, SaaS, Business Intelligence, Strategic Planning, Team Leadership, Vendor Management, Cloud Computing, Solution Selling, Contract Negotiation, Cross-functional Team..., Business Analysis, Account Management, Strategy, Management, Marketing
Education
Bentley University
Marketing
Oracle June 2015 - Present
Oracle May 2013 - June 2015
Brown Brothers Harriman August 2007 - January 2013
Reebok January 2007 - July 2007
Putnam Investments August 2006 - December 2006
Skills
Customer Experience, Social Media, Business Strategy, Enterprise Software, New Business Development, SaaS, Business Intelligence, Strategic Planning, Team Leadership, Vendor Management, Cloud Computing, Solution Selling, Contract Negotiation, Cross-functional Team..., Business Analysis, Account Management, Strategy, Management, Marketing
Education
Bentley University
Marketing
Geoff Greenspoon's Brown Brothers Harriman Experience June 2015 - August 2015
Job Student at Bentley University
Industry Financial Services
Experience
Bentley Venture Capital and Private Equity Club April 2015 - Present
Brown Brothers Harriman June 2015 - August 2015
Alpha Epsilon Pi April 2014 - April 2015
Evolocity Financial Group June 2014 - August 2014
Euro Pacific Canada June 2013 - July 2013
Montreal General Hospital 2011 - 2013
Education
Bentley University 2013 — 2016
Bachelor of Science (B.Sc.), Corporate Finance and Accounting
Marianopolis College 2011 — 2013
CEGEP, Commerce
Lower Canada College 2007 — 2011
High School
Bentley Venture Capital and Private Equity Club April 2015 - Present
Brown Brothers Harriman June 2015 - August 2015
Alpha Epsilon Pi April 2014 - April 2015
Evolocity Financial Group June 2014 - August 2014
Euro Pacific Canada June 2013 - July 2013
Montreal General Hospital 2011 - 2013
Education
Bentley University 2013 — 2016
Bachelor of Science (B.Sc.), Corporate Finance and Accounting
Marianopolis College 2011 — 2013
CEGEP, Commerce
Lower Canada College 2007 — 2011
High School
Bridget Long's Brown Brothers Harriman Experience May 2011 - September 2012
Job Senior Credit Analyst, Bank Officer at Boston Private
Industry Banking
Experience
Boston Private July 2015 - Present
Enterprise Bank (Enterprise Bancorp) April 2014 - July 2015
Enterprise Bank (Enterprise Bancorp) September 2013 - April 2014
Enterprise Bank (Enterprise Bancorp) July 2013 - April 2014
Enterprise Bank (Enterprise Bancorp) July 2013 - September 2013
Enterprise Bank (Enterprise Bancorp) August 2012 - July 2013
Brown Brothers Harriman May 2011 - September 2012
Brown Brothers Harriman May 2010 - May 2011
JAFCO Foods, Inc. April 2009 - September 2009
Lytron May 2005 - April 2009
Skills
Financial Analysis, Banking, Microsoft Excel, Teamwork, Analysis, Loans, Commercial Lending, Training, Credit, Finance, Credit Analysis, Commercial Banking, Financial Services, Credit Risk, Budgets, Corporate Finance, Portfolio Management
Education
Bentley University 2009 — 2012
Bachelor of Science, Finance
DePaul University 2008 — 2009
Finance
Tewksbury Memorial High School 2004 — 2008
Diploma
Loan Officer Resident Seminar
Loan Officer Resident Seminar
Boston Private July 2015 - Present
Enterprise Bank (Enterprise Bancorp) April 2014 - July 2015
Enterprise Bank (Enterprise Bancorp) September 2013 - April 2014
Enterprise Bank (Enterprise Bancorp) July 2013 - April 2014
Enterprise Bank (Enterprise Bancorp) July 2013 - September 2013
Enterprise Bank (Enterprise Bancorp) August 2012 - July 2013
Brown Brothers Harriman May 2011 - September 2012
Brown Brothers Harriman May 2010 - May 2011
JAFCO Foods, Inc. April 2009 - September 2009
Lytron May 2005 - April 2009
Skills
Financial Analysis, Banking, Microsoft Excel, Teamwork, Analysis, Loans, Commercial Lending, Training, Credit, Finance, Credit Analysis, Commercial Banking, Financial Services, Credit Risk, Budgets, Corporate Finance, Portfolio Management
Education
Bentley University 2009 — 2012
Bachelor of Science, Finance
DePaul University 2008 — 2009
Finance
Tewksbury Memorial High School 2004 — 2008
Diploma
Loan Officer Resident Seminar
Loan Officer Resident Seminar
Michael Chao's Brown Brothers Harriman Experience September 2011 - September 2012
Job Business Development Specialist at Nar Gourmet
Industry Financial Services
Experience
NAR GOURMET August 2015 - Present
Cherche Midi April 2015 - August 2015
Cleary Gottlieb Steen & Hamilton LLP May 2013 - March 2015
Atlas Real Estate Partners September 2012 - May 2013
Brown Brothers Harriman September 2011 - September 2012
Scottrade May 2010 - August 2011
Skills
Microsoft Excel, Financial Analysis, Economics, PowerPoint, Financial Modeling, Finance, Microsoft Word, Data Analysis, Financial Reporting, SQL, Financial Services, Analysis, Research
Education
Bentley University 2008 — 2012
Bachelor of Science (B.Sc.), Finance and Computer Information Systems
Milton Academy 2004 — 2008
High School Diploma
NAR GOURMET August 2015 - Present
Cherche Midi April 2015 - August 2015
Cleary Gottlieb Steen & Hamilton LLP May 2013 - March 2015
Atlas Real Estate Partners September 2012 - May 2013
Brown Brothers Harriman September 2011 - September 2012
Scottrade May 2010 - August 2011
Skills
Microsoft Excel, Financial Analysis, Economics, PowerPoint, Financial Modeling, Finance, Microsoft Word, Data Analysis, Financial Reporting, SQL, Financial Services, Analysis, Research
Education
Bentley University 2008 — 2012
Bachelor of Science (B.Sc.), Finance and Computer Information Systems
Milton Academy 2004 — 2008
High School Diploma
Daniel Battista Daniel Battista's Brown Brothers Harriman Experience October 2014 - Present
Job Private Banking Relationship Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman August 2013 - September 2014
Brown Brothers Harriman June 2012 - August 2012
Skills
Investments, Microsoft Excel, Financial Analysis, Accounting, Finance, PowerPoint
Education
Bentley University 2009 — 2013
Economics-Finance
Rouen Business School
Hingham High School 2005 — 2009
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman August 2013 - September 2014
Brown Brothers Harriman June 2012 - August 2012
Skills
Investments, Microsoft Excel, Financial Analysis, Accounting, Finance, PowerPoint
Education
Bentley University 2009 — 2013
Economics-Finance
Rouen Business School
Hingham High School 2005 — 2009
Angela Vassalotti's Brown Brothers Harriman Experience June 2015 - August 2015
Job Student at Bentley University
Industry Marketing and Advertising
Experience
Brown Brothers Harriman June 2015 - August 2015
Thayer Academy June 2010 - August 2015
The Rockport Company January 2015 - April 2015
J.Crew November 2013 - January 2015
Bentley University October 2012 - September 2013
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Teamwork, Event Planning, Marketing, Research, Customer Service, Facebook, Time Management, Public Speaking, Social Networking
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Marketing
Thayer Academy 2006 — 2012
Brown Brothers Harriman June 2015 - August 2015
Thayer Academy June 2010 - August 2015
The Rockport Company January 2015 - April 2015
J.Crew November 2013 - January 2015
Bentley University October 2012 - September 2013
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Teamwork, Event Planning, Marketing, Research, Customer Service, Facebook, Time Management, Public Speaking, Social Networking
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Marketing
Thayer Academy 2006 — 2012
Tony Fantasia's Brown Brothers Harriman Experience February 1998 - March 2001
Job Service Delivery Implementation Manager at Commonwealth of Massachusetts
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts (MassDOT) April 2014 - Present
Euro-Pro August 2013 - April 2014
Commonwealth of Massachusetts January 2012 - August 2013
Fresenius Medical Care March 2011 - January 2012
State Street May 2002 - July 2008
State Street Global Advisors March 2001 - May 2002
Brown Brothers Harriman February 1998 - March 2001
Fidelity Investments June 1995 - February 1998
TSSG October 1989 - March 1995
Skills
SDLC, ITIL, ETL, Enterprise Integration, Informatica, Project Management, Vendor Management, Visio, Business Process, Software Project..., Business Analysis, Data Integration, Enterprise Architecture, Management, Requirements Analysis, Software Development, IT Strategy, Strategy, Analysis, IT Management, PMP, Requirements Gathering
Education
Bentley University 1977 — 1981
BS, Computer Information Systems
Boston University 1995 — 1995
Certificate, Project Management
Commonwealth of Massachusetts (MassDOT) April 2014 - Present
Euro-Pro August 2013 - April 2014
Commonwealth of Massachusetts January 2012 - August 2013
Fresenius Medical Care March 2011 - January 2012
State Street May 2002 - July 2008
State Street Global Advisors March 2001 - May 2002
Brown Brothers Harriman February 1998 - March 2001
Fidelity Investments June 1995 - February 1998
TSSG October 1989 - March 1995
Skills
SDLC, ITIL, ETL, Enterprise Integration, Informatica, Project Management, Vendor Management, Visio, Business Process, Software Project..., Business Analysis, Data Integration, Enterprise Architecture, Management, Requirements Analysis, Software Development, IT Strategy, Strategy, Analysis, IT Management, PMP, Requirements Gathering
Education
Bentley University 1977 — 1981
BS, Computer Information Systems
Boston University 1995 — 1995
Certificate, Project Management
Ben Farrer Ben Farrer's Brown Brothers Harriman Experience April 2012 - July 2012
Job Financial Analyst at The Fallon Company
Industry Financial Services
Experience
The Fallon Company January 2015 - Present
PerkinElmer May 2014 - August 2014
The Wheeling Nailers, The Pittsburgh Penguin's East Coast Hockey League Affiliate October 2012 - April 2013
Brown Brothers Harriman April 2012 - July 2012
The Wheeling Nailers, The Pittsburgh Penguin's East Coast Hockey League Affiliate September 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Management, Coaching, Social Media, Financial Analysis, Facebook, Event Planning, Leadership, Public Speaking, Customer Service, Finance
Education
Bentley University 2013 — 2014
Master of Science (M.S.), Finance, General
Providence College 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
The Fallon Company January 2015 - Present
PerkinElmer May 2014 - August 2014
The Wheeling Nailers, The Pittsburgh Penguin's East Coast Hockey League Affiliate October 2012 - April 2013
Brown Brothers Harriman April 2012 - July 2012
The Wheeling Nailers, The Pittsburgh Penguin's East Coast Hockey League Affiliate September 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Management, Coaching, Social Media, Financial Analysis, Facebook, Event Planning, Leadership, Public Speaking, Customer Service, Finance
Education
Bentley University 2013 — 2014
Master of Science (M.S.), Finance, General
Providence College 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Tom Dorsky, CFA Tom Dorsky, CFA's Brown Brothers Harriman Experience January 1998 - February 2001
Job Chief Operating Officer, Covestor
Industry Investment Management
Experience
Covestor March 2012 - May 2015
Lipper, a Thomson Reuters Company November 2009 - November 2011
Lipper, a Thomson Reuters Company October 2005 - November 2009
Wellington Management Company LLC November 2002 - October 2005
Brown Brothers Harriman (BBH) February 2001 - November 2002
Brown Brothers Harriman January 1998 - February 2001
Skills
Strategy, Business Development, Management, Strategic Planning, Change Management, Operations Management, Equities, Leadership, Business Strategy, Analysis, Financial Services, Global Management, Vendor Management, Financial Markets, Project Management, Content Management, Wealth Management, Financial Analysis, Organizational..., Strategic Partnerships, Investments, Finance, Fixed Income, Mutual Funds, Asset Management, Strategy Development, Securities, FinTech, Digital Asset Management, Investment Management, Investment Advisory, Hedge Funds, Start-ups, Valuation, Alternative Investments, Process Improvement, Business Planning, Executive Management, Market Data, Financial Advisory, Outsourcing, Due Diligence, Compliance Management, Financial Modeling, Mergers & Acquisitions, Risk Management, Product Management
Education
Bentley University
Bachelor of Science, Finance
The University of Chicago Booth School of Business
Executive Coursework
Covestor March 2012 - May 2015
Lipper, a Thomson Reuters Company November 2009 - November 2011
Lipper, a Thomson Reuters Company October 2005 - November 2009
Wellington Management Company LLC November 2002 - October 2005
Brown Brothers Harriman (BBH) February 2001 - November 2002
Brown Brothers Harriman January 1998 - February 2001
Skills
Strategy, Business Development, Management, Strategic Planning, Change Management, Operations Management, Equities, Leadership, Business Strategy, Analysis, Financial Services, Global Management, Vendor Management, Financial Markets, Project Management, Content Management, Wealth Management, Financial Analysis, Organizational..., Strategic Partnerships, Investments, Finance, Fixed Income, Mutual Funds, Asset Management, Strategy Development, Securities, FinTech, Digital Asset Management, Investment Management, Investment Advisory, Hedge Funds, Start-ups, Valuation, Alternative Investments, Process Improvement, Business Planning, Executive Management, Market Data, Financial Advisory, Outsourcing, Due Diligence, Compliance Management, Financial Modeling, Mergers & Acquisitions, Risk Management, Product Management
Education
Bentley University
Bachelor of Science, Finance
The University of Chicago Booth School of Business
Executive Coursework
Jennifer Berthiaume's Brown Brothers Harriman Experience September 2008 - November 2009
Job Executive Assistant to an Executive Officer at Biogen
Industry Biotechnology
Experience
Biogen April 2015 - Present
Biogen Idec September 2013 - Present
U.S. Trust, Bank of America Private Wealth Management November 2009 - September 2013
Brown Brothers Harriman September 2008 - November 2009
State Street June 2005 - September 2008
Skills
Mutual Funds, Executive Calendar..., Meeting Planning, Event Planning, Travel Planning, Budget Reconciliation, Expense Management, Vendor Contracts, Purchase Requisitions, Telepresence, Microsoft Office, Accounting, Financial Analysis, Microsoft Excel
Education
Bentley University 2001 — 2005
Bachelor of Science, Finance
Biogen April 2015 - Present
Biogen Idec September 2013 - Present
U.S. Trust, Bank of America Private Wealth Management November 2009 - September 2013
Brown Brothers Harriman September 2008 - November 2009
State Street June 2005 - September 2008
Skills
Mutual Funds, Executive Calendar..., Meeting Planning, Event Planning, Travel Planning, Budget Reconciliation, Expense Management, Vendor Contracts, Purchase Requisitions, Telepresence, Microsoft Office, Accounting, Financial Analysis, Microsoft Excel
Education
Bentley University 2001 — 2005
Bachelor of Science, Finance
malaysha hardy malaysha hardy's Brown Brothers Harriman Experience September 2013 - Present
Job Blogger at Lay Summers
Industry Higher Education
Experience
Lay Summers November 2013 - Present
Brown Brothers Harriman September 2013 - Present
Charles River Public Internet Center September 2012 - December 2012
Enterprise Rent- a- Car July 2011 - December 2012
Bentley University January 2010 - May 2011
William's Dance School July 2007 - August 2008
Skills
Customer Service, PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Dance, Higher Education, Social Media, Outlook, Budgets, Finance
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics- Finance and Liberal Studies; Global Perspectives & Literature
Rouen Business School 2011 — 2011
Boston Latin Academy 2003 — 2009
High School Diploma
Lay Summers November 2013 - Present
Brown Brothers Harriman September 2013 - Present
Charles River Public Internet Center September 2012 - December 2012
Enterprise Rent- a- Car July 2011 - December 2012
Bentley University January 2010 - May 2011
William's Dance School July 2007 - August 2008
Skills
Customer Service, PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Dance, Higher Education, Social Media, Outlook, Budgets, Finance
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics- Finance and Liberal Studies; Global Perspectives & Literature
Rouen Business School 2011 — 2011
Boston Latin Academy 2003 — 2009
High School Diploma
Jamie Agostino (Gagne)'s Brown Brothers Harriman Experience June 2010 - March 2013
Job Consultant at deFacto Global, Inc.
Industry Information Technology and Services
Experience
deFacto Global, Inc. 2013 - Present
Brown Brothers Harriman June 2010 - March 2013
Aramark July 2005 - May 2012
JPMorgan Chase August 2008 - May 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Event Management, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls, Hyperion Enterprise, Forecasting, Data Analysis, Access, Strategic Financial..., Auditing, Business Analysis, Financial Planning, Analysis, Finance, Microsoft Office, Financial Modeling
Education
Bentley College 2004 — 2008
BS, Economics Finance
deFacto Global, Inc. 2013 - Present
Brown Brothers Harriman June 2010 - March 2013
Aramark July 2005 - May 2012
JPMorgan Chase August 2008 - May 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Event Management, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls, Hyperion Enterprise, Forecasting, Data Analysis, Access, Strategic Financial..., Auditing, Business Analysis, Financial Planning, Analysis, Finance, Microsoft Office, Financial Modeling
Education
Bentley College 2004 — 2008
BS, Economics Finance
Jared Kinch's Brown Brothers Harriman Experience March 2012 - June 2012
Job Project Manager at Federal Reserve Bank of Boston
Industry Banking
Experience
Federal Reserve Bank of Boston April 2013 - Present
Federal Reserve Bank of Boston July 2012 - Present
Boston College High School March 2012 - June 2014
Brown Brothers Harriman March 2012 - June 2012
Inland Professional Corporation December 2011 - April 2012
Pioneer Investments September 2011 - December 2011
Skills
MS Project, Word,...
Education
Bentley University 2008 — 2011
Bachelor of Science, Marketing; Minor: Management & Law
University of Massachusetts Boston 2007 — 2008
Bachelor of Science
Boston College High School
Diploma
Federal Reserve Bank of Boston April 2013 - Present
Federal Reserve Bank of Boston July 2012 - Present
Boston College High School March 2012 - June 2014
Brown Brothers Harriman March 2012 - June 2012
Inland Professional Corporation December 2011 - April 2012
Pioneer Investments September 2011 - December 2011
Skills
MS Project, Word,...
Education
Bentley University 2008 — 2011
Bachelor of Science, Marketing; Minor: Management & Law
University of Massachusetts Boston 2007 — 2008
Bachelor of Science
Boston College High School
Diploma
Amy Dellamarggio Bacca's Brown Brothers Harriman Experience May 1996 - Present
Job Asst. Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 1996 - Present
Skills
Project Management, Business Requirements, Business Process..., System Testing, Systems Analysis, Executive Reporting, Reporting & Analysis, Cost Reduction...
Education
Bentley University 1997 — 2001
Brown Brothers Harriman May 1996 - Present
Skills
Project Management, Business Requirements, Business Process..., System Testing, Systems Analysis, Executive Reporting, Reporting & Analysis, Cost Reduction...
Education
Bentley University 1997 — 2001
Brett Ehnot's Brown Brothers Harriman Experience March 2015 - Present
Job Senior Pricing Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman April 2014 - March 2015
AXA Advisors May 2013 - March 2014
Simoniz USA, Inc. June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Social Media, Leadership, Public Speaking, Sales, Data Analysis, Outlook, Finance, Management, Marketing, Time Management
Education
Bentley University 2009 — 2013
Bachelor of Science, Finance
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman April 2014 - March 2015
AXA Advisors May 2013 - March 2014
Simoniz USA, Inc. June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Social Media, Leadership, Public Speaking, Sales, Data Analysis, Outlook, Finance, Management, Marketing, Time Management
Education
Bentley University 2009 — 2013
Bachelor of Science, Finance
Eric Shui's Brown Brothers Harriman Experience May 2008 - March 2010
Job Senior Programmer Analyst at Fresenius Medical Care
Industry Information Technology and Services
Experience
Fresenius Medical Care October 2011 - December 2013
Commonwealth of Massachusetts August 2011 - September 2011
Brown Brothers Harriman May 2008 - March 2010
State Street Corporation January 2006 - May 2008
Tufts University September 2005 - November 2005
Valid8.com November 2004 - May 2005
Fujitsu Consulting September 2004 - October 2004
Fidelity Investments December 2003 - February 2004
American Student Assistance June 2003 - November 2003
John Hancock Financial Services October 1999 - July 2002
Skills
SDLC, Requirements Analysis, SQL, Unix, Project Management, Business Analysis, Microsoft Office, Visio, Integration, Software Project..., Analysis, Business Process, Microsoft SQL Server, Quality Center, Process Improvement, Systems Analysis, BMC Remedy, Technical Documentation, MS Project, Confluence, Production Support, Lotus Notes, System Deployment, Software Implementation, CMM, Oracle SQL, ClearQuest, Relational Databases, Sybase, Jasper Reports, Management, Databases
Education
University of Massachusetts Boston 2008 — 2008
Practical Project Management Certificate
Suffolk University - Sawyer Business School 2007 — 2007
MAPS Program
Boston University 2002 — 2002
Certificate, Oracle and Microsoft Solutions Developer
Bentley University 1993 — 1997
Bachelor of Science, Computer Information Systems
Merrimack College
Fresenius Medical Care October 2011 - December 2013
Commonwealth of Massachusetts August 2011 - September 2011
Brown Brothers Harriman May 2008 - March 2010
State Street Corporation January 2006 - May 2008
Tufts University September 2005 - November 2005
Valid8.com November 2004 - May 2005
Fujitsu Consulting September 2004 - October 2004
Fidelity Investments December 2003 - February 2004
American Student Assistance June 2003 - November 2003
John Hancock Financial Services October 1999 - July 2002
Skills
SDLC, Requirements Analysis, SQL, Unix, Project Management, Business Analysis, Microsoft Office, Visio, Integration, Software Project..., Analysis, Business Process, Microsoft SQL Server, Quality Center, Process Improvement, Systems Analysis, BMC Remedy, Technical Documentation, MS Project, Confluence, Production Support, Lotus Notes, System Deployment, Software Implementation, CMM, Oracle SQL, ClearQuest, Relational Databases, Sybase, Jasper Reports, Management, Databases
Education
University of Massachusetts Boston 2008 — 2008
Practical Project Management Certificate
Suffolk University - Sawyer Business School 2007 — 2007
MAPS Program
Boston University 2002 — 2002
Certificate, Oracle and Microsoft Solutions Developer
Bentley University 1993 — 1997
Bachelor of Science, Computer Information Systems
Merrimack College
David Iannelli's Brown Brothers Harriman Experience 1992 - 1995
Job Senior Product Manager at Honeywell
Industry Consumer Goods
Experience
Honeywell 2007 - Present
A.T. Cross Company 2005 - 2007
MooBella 2003 - 2005
Dunkin Brands 2000 - 2003
Reebok International 1996 - 1999
Brown Brothers Harriman 1992 - 1995
Skills
Product Marketing, Product Development, Cross-functional Team..., Competitive Analysis, Key Account Management, Product Management, Marketing Strategy, Pricing, P&L Management, Product Launch, Marketing Management, Market Analysis, Consumer Products, Brand Management, New Business Development, Account Management, Integrated Marketing, Strategy, Segmentation, Business Strategy, Forecasting, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Marketing
Bentley University
Bachelors of Science, Finance
Honeywell 2007 - Present
A.T. Cross Company 2005 - 2007
MooBella 2003 - 2005
Dunkin Brands 2000 - 2003
Reebok International 1996 - 1999
Brown Brothers Harriman 1992 - 1995
Skills
Product Marketing, Product Development, Cross-functional Team..., Competitive Analysis, Key Account Management, Product Management, Marketing Strategy, Pricing, P&L Management, Product Launch, Marketing Management, Market Analysis, Consumer Products, Brand Management, New Business Development, Account Management, Integrated Marketing, Strategy, Segmentation, Business Strategy, Forecasting, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Marketing
Bentley University
Bachelors of Science, Finance
Matthew Ehrlich's Brown Brothers Harriman Experience July 2010 - November 2013
Job Vice President, IT Procurement Team Manager at State Street
Industry Financial Services
Experience
State Street 2014 - Present
State Street November 2013 - April 2014
Brown Brothers Harriman July 2010 - November 2013
Brown Brothers Harriman April 2005 - July 2010
Brown Brothers Harriman April 2001 - April 2005
Skills
Change Management, Enterprise Software, Bloomberg, Fixed Income, Disaster Recovery, Asset Management, Requirements Gathering, Project Management, PMP, Strategy, Agile Methodologies, Microsoft Excel, PowerPoint, Software Design, Excel, Agile Project Management, Off Shore Development, MBA, SharePoint, Market Data, Strategic Negotiations, IT Operations, Financial Services, Program Management, Risk Assessment, SDLC, Leadership, Business Requirements, Team Leadership, Management, Risk Management, Vendor Management, Process Improvement, Strategic Planning, Business Analysis
Education
Boston University Questrom School of Business 2000 — 2003
MBA, International Managment
Bentley University 1994 — 1998
BS, Economics/Finance
Bridgton Academy 1993 — 1994
Grad, High School
State Street 2014 - Present
State Street November 2013 - April 2014
Brown Brothers Harriman July 2010 - November 2013
Brown Brothers Harriman April 2005 - July 2010
Brown Brothers Harriman April 2001 - April 2005
Skills
Change Management, Enterprise Software, Bloomberg, Fixed Income, Disaster Recovery, Asset Management, Requirements Gathering, Project Management, PMP, Strategy, Agile Methodologies, Microsoft Excel, PowerPoint, Software Design, Excel, Agile Project Management, Off Shore Development, MBA, SharePoint, Market Data, Strategic Negotiations, IT Operations, Financial Services, Program Management, Risk Assessment, SDLC, Leadership, Business Requirements, Team Leadership, Management, Risk Management, Vendor Management, Process Improvement, Strategic Planning, Business Analysis
Education
Boston University Questrom School of Business 2000 — 2003
MBA, International Managment
Bentley University 1994 — 1998
BS, Economics/Finance
Bridgton Academy 1993 — 1994
Grad, High School
Lauren McLaughlin's Brown Brothers Harriman Experience June 2015 - Present
Job Supervisor in Global ETF Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman 2013 - Present
Brown Brothers Harriman June 2008 - Present
JPM Chase February 2007 - June 2008
HUGS International August 2006 - December 2006
Skills
Equities, Securities, Fixed Income, Bloomberg, Financial Services, Corporate Actions, Microsoft Excel, Financial Analysis, Investments, Alternative Investments, Asset Managment, Bloomberg Terminal, Derivatives, ETFs, Fund Accounting, Global Custody, Mutual Funds, Valuation
Education
Bentley University 2002 — 2006
Bachelor of Science, Accountancy
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman 2013 - Present
Brown Brothers Harriman June 2008 - Present
JPM Chase February 2007 - June 2008
HUGS International August 2006 - December 2006
Skills
Equities, Securities, Fixed Income, Bloomberg, Financial Services, Corporate Actions, Microsoft Excel, Financial Analysis, Investments, Alternative Investments, Asset Managment, Bloomberg Terminal, Derivatives, ETFs, Fund Accounting, Global Custody, Mutual Funds, Valuation
Education
Bentley University 2002 — 2006
Bachelor of Science, Accountancy
Pauline Sevigny's Brown Brothers Harriman Experience July 2015 - Present
Job Vice President with Internal Audit, Risk Management, and Information Technology experience
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Boston Financial Data Services January 2012 - July 2015
Boston Financial Data Services March 2006 - December 2011
Boston Financial Data Services September 2000 - March 2006
Boston Financial Data Services November 1999 - September 2000
Skills
Mutual Funds, Financial Risk, Financial Services, Internal Audit, Risk Management, Transfer Agency, Auditing, Internal Controls, Fund Accounting, Sarbanes-Oxley Act, Asset Management, AML, Operational Auditing,..., Certified Internal..., Certified Financial..., Certified in Risk and..., Securities, Management, Enterprise Risk..., Corporate Governance, Anti Money Laundering, Financial Audits
Education
UMass Boston 2000 — 2003
Master of Business Administration (MBA)
Bentley University 1992 — 1996
Bachelor's Degree, Accounting
Brown Brothers Harriman July 2015 - Present
Boston Financial Data Services January 2012 - July 2015
Boston Financial Data Services March 2006 - December 2011
Boston Financial Data Services September 2000 - March 2006
Boston Financial Data Services November 1999 - September 2000
Skills
Mutual Funds, Financial Risk, Financial Services, Internal Audit, Risk Management, Transfer Agency, Auditing, Internal Controls, Fund Accounting, Sarbanes-Oxley Act, Asset Management, AML, Operational Auditing,..., Certified Internal..., Certified Financial..., Certified in Risk and..., Securities, Management, Enterprise Risk..., Corporate Governance, Anti Money Laundering, Financial Audits
Education
UMass Boston 2000 — 2003
Master of Business Administration (MBA)
Bentley University 1992 — 1996
Bachelor's Degree, Accounting
DJ Ballantine's Brown Brothers Harriman Experience September 2006 - Present
Job at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman (Poland) Sp. z.o.o September 2012 - Present
Brown Brothers Harriman September 2006 - Present
Brown Brothers Harriman September 2006 - July 2008
State Street Bank 1996 - 2003
State Street Bank 1996 - 2003
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Corporate Actions, Equities, Derivatives, Securities, Financial Analysis, Investments, Asset Managment, Financial Services, Risk Management, Hedge Funds, FX Options, Trading, Portfolio Management, Valuation, Series 63, Banking
Education
Bentley University 1992 — 1996
BS, Finance
Brown Brothers Harriman (Poland) Sp. z.o.o September 2012 - Present
Brown Brothers Harriman September 2006 - Present
Brown Brothers Harriman September 2006 - July 2008
State Street Bank 1996 - 2003
State Street Bank 1996 - 2003
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Corporate Actions, Equities, Derivatives, Securities, Financial Analysis, Investments, Asset Managment, Financial Services, Risk Management, Hedge Funds, FX Options, Trading, Portfolio Management, Valuation, Series 63, Banking
Education
Bentley University 1992 — 1996
BS, Finance
Suzanne LeViness Meador's Brown Brothers Harriman Experience March 2014 - Present
Job Senior Vice President, Pricing Discipline at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman July 2005 - Present
State Street Corporation March 1993 - July 2005
Bank Boston 1998 - 2000
Bank Boston 1998 - 2000
Bank Boston 1998 - 2000
Kidder Peabody 1989 - 1993
Skills
Financial Modeling, Financial Analysis, Financial Services, Pricing Strategy, Fixed Income, Equities, Mutual Funds, Securities, Capital Markets, Financial Reporting, Derivatives, Corporate Finance, Finance, Due Diligence, Banking, Financial Risk, Strategic Planning
Education
Bentley University 1985 — 1989
Bachelor of Science (B.S.), Economics, Finance & Accounting
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman July 2005 - Present
State Street Corporation March 1993 - July 2005
Bank Boston 1998 - 2000
Bank Boston 1998 - 2000
Bank Boston 1998 - 2000
Kidder Peabody 1989 - 1993
Skills
Financial Modeling, Financial Analysis, Financial Services, Pricing Strategy, Fixed Income, Equities, Mutual Funds, Securities, Capital Markets, Financial Reporting, Derivatives, Corporate Finance, Finance, Due Diligence, Banking, Financial Risk, Strategic Planning
Education
Bentley University 1985 — 1989
Bachelor of Science (B.S.), Economics, Finance & Accounting
Jayne Reuter's Brown Brothers Harriman Experience June 2000 - April 2002
Job Neophyte Warriors Coach at Philadelphia Flying Phoenix
Industry Nonprofit Organization Management
Experience
Resources for Human Development October 2008 - Present
Philadelphia Flying Phoenix January 2013 - Present
Dragon Boat Club June 2011 - August 2012
State of Rhode Island Budget Office March 2005 - May 2008
Showa University 2003 - 2005
Mellon Financial September 2002 - April 2003
Brown Brothers Harriman June 2000 - April 2002
Brown Brothers Harriman & Co. (BBH) 2000 - 2002
Skills
Prioritization, Time Management, Managing Employees, Non-profits, Management, Budgets
Education
Suffolk University 2003 — 2004
Master of Science, International Economics
Bentley University 1996 — 2000
Bachelor of Arts, International Culture and Economy
Resources for Human Development October 2008 - Present
Philadelphia Flying Phoenix January 2013 - Present
Dragon Boat Club June 2011 - August 2012
State of Rhode Island Budget Office March 2005 - May 2008
Showa University 2003 - 2005
Mellon Financial September 2002 - April 2003
Brown Brothers Harriman June 2000 - April 2002
Brown Brothers Harriman & Co. (BBH) 2000 - 2002
Skills
Prioritization, Time Management, Managing Employees, Non-profits, Management, Budgets
Education
Suffolk University 2003 — 2004
Master of Science, International Economics
Bentley University 1996 — 2000
Bachelor of Arts, International Culture and Economy
Jay Rossetti's Brown Brothers Harriman Experience
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Equities, Fixed Income, Financial Services, Hedge Funds, Securities, Mutual Funds, Bloomberg, Investments, Asset Management, Derivatives, Financial Analysis, Alternative Investments, Risk Management, Portfolio Management, Finance
Education
Suffolk University - Sawyer Business School 1999 — 2003
Masters, Finance
Bentley University 1989 — 1993
Brown Brothers Harriman
Skills
Equities, Fixed Income, Financial Services, Hedge Funds, Securities, Mutual Funds, Bloomberg, Investments, Asset Management, Derivatives, Financial Analysis, Alternative Investments, Risk Management, Portfolio Management, Finance
Education
Suffolk University - Sawyer Business School 1999 — 2003
Masters, Finance
Bentley University 1989 — 1993
Jason Pennini's Brown Brothers Harriman Experience July 2012 - Present
Job Senior Fund Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2012 - Present
Brown Brothers Harriman July 2011 - June 2012
Brown Brothers Harriman March 2010 - July 2011
Brown Brothers Harriman August 2009 - February 2010
American Insulated Wire (Subsidiary of Leviton) May 2008 - August 2008
Manufacturing Applications eXperts June 2004 - February 2007
Skills
Finance, Access, Financial Analysis, Accounting, Mutual Funds, Microsoft Excel
Education
Bentley University 2005 — 2009
Economics, Finance, Mathematics, General Business
Brown Brothers Harriman July 2012 - Present
Brown Brothers Harriman July 2011 - June 2012
Brown Brothers Harriman March 2010 - July 2011
Brown Brothers Harriman August 2009 - February 2010
American Insulated Wire (Subsidiary of Leviton) May 2008 - August 2008
Manufacturing Applications eXperts June 2004 - February 2007
Skills
Finance, Access, Financial Analysis, Accounting, Mutual Funds, Microsoft Excel
Education
Bentley University 2005 — 2009
Economics, Finance, Mathematics, General Business
Paul Castergine's Brown Brothers Harriman Experience 1989 - 1998
Job Vice President, Risk Management
Industry Investment Management
Experience
Affiliated Managers Group April 2005 - Present
PwC Consulting July 1998 - April 2005
Brown Brothers Harriman 1989 - 1998
Skills
Hedge Funds, Investment Management, Enterprise Risk..., Alternative Investments, Operational Risk..., Mergers, Due Diligence, Asset Managment, Strategic Planning, Financial Services, Mutual Funds, Valuation, Investments, Portfolio Management, Risk Management, Business Analysis, Equities, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
MBA
Bentley University 1985 — 1989
BS, Finance
Affiliated Managers Group April 2005 - Present
PwC Consulting July 1998 - April 2005
Brown Brothers Harriman 1989 - 1998
Skills
Hedge Funds, Investment Management, Enterprise Risk..., Alternative Investments, Operational Risk..., Mergers, Due Diligence, Asset Managment, Strategic Planning, Financial Services, Mutual Funds, Valuation, Investments, Portfolio Management, Risk Management, Business Analysis, Equities, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
MBA
Bentley University 1985 — 1989
BS, Finance
Judith Licerio's Brown Brothers Harriman Experience September 2004 - February 2005
Job Mutual Funds Operations Analyst at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors May 2013 - Present
All-Star Taekwondo & Fitness September 2007 - May 2013
Morgan Stanley March 2005 - October 2008
Brown Brothers Harriman September 2004 - February 2005
AllianceBernstein June 1998 - August 2004
Skills
Mutual Funds, Investments, Back Office, Financial Services, Customer Service, ACATS, Operations Management, Financial Reporting, Banking, Business Analysis, Finance, Relationship Management, Analysis
Education
Montclair State University 1995 — 1998
Bachelor of Science, Mathematics
Bergen Community College 1990 — 1995
Associate of Science, General Science
Most Sacred Heart 1975 — 1984
Allianz Global Investors May 2013 - Present
All-Star Taekwondo & Fitness September 2007 - May 2013
Morgan Stanley March 2005 - October 2008
Brown Brothers Harriman September 2004 - February 2005
AllianceBernstein June 1998 - August 2004
Skills
Mutual Funds, Investments, Back Office, Financial Services, Customer Service, ACATS, Operations Management, Financial Reporting, Banking, Business Analysis, Finance, Relationship Management, Analysis
Education
Montclair State University 1995 — 1998
Bachelor of Science, Mathematics
Bergen Community College 1990 — 1995
Associate of Science, General Science
Most Sacred Heart 1975 — 1984
Karnig Ostayan's Brown Brothers Harriman Experience 1994 - 1995
Job Director of Capital Projects at Commonwealth of Massachusetts, SDM
Industry Construction
Experience
Commonwealth of Massachusetts 2014 - Present
Lawndale Realty 2011 - Present
Commonwealth of Massachusetts 2012 - 2014
Phoenix Construction Group, Inc. 2003 - 2011
Real Acquisitions and Development, LLC 1992 - 2011
IBM 1999 - 1999
SAIC 1996 - 1999
Synetics 1995 - 1998
Brown Brothers Harriman 1994 - 1995
Bentley University 1994 - 1995
Skills
Real Estate Development, Investment Properties, Residential Homes, Commercial Real Estate, Construction Management, Negotiation, Management, Investments, Investors, Strategy, Sales, Real Estate, Disposition, Real Estate Transactions, Mixed-use, Contract Negotiation, Strategic Planning, Construction, Facilities Management, Leadership
Education
Boston University 2012 — 2013
Certificate in Facilities Management, Facilities Planning and Management
Bentley University 1990 — 1994
BS, Information Systems & Real Estate Finance
Commonwealth of Massachusetts 2014 - Present
Lawndale Realty 2011 - Present
Commonwealth of Massachusetts 2012 - 2014
Phoenix Construction Group, Inc. 2003 - 2011
Real Acquisitions and Development, LLC 1992 - 2011
IBM 1999 - 1999
SAIC 1996 - 1999
Synetics 1995 - 1998
Brown Brothers Harriman 1994 - 1995
Bentley University 1994 - 1995
Skills
Real Estate Development, Investment Properties, Residential Homes, Commercial Real Estate, Construction Management, Negotiation, Management, Investments, Investors, Strategy, Sales, Real Estate, Disposition, Real Estate Transactions, Mixed-use, Contract Negotiation, Strategic Planning, Construction, Facilities Management, Leadership
Education
Boston University 2012 — 2013
Certificate in Facilities Management, Facilities Planning and Management
Bentley University 1990 — 1994
BS, Information Systems & Real Estate Finance
Gregory Ranieri's Brown Brothers Harriman Experience March 2013 - Present
Job Senior Business Analyst (Vice President) at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman March 2011 - Present
Brown Brothers Harriman May 2008 - March 2011
Brown Brothers Harriman October 2006 - May 2008
Brown Brothers Harriman January 2006 - October 2006
State Street Co. June 2004 - December 2005
Skills
Excel, Accounting, Fund Accounting, PowerPoint, Microsoft Office, Bloomberg, Word, Microsoft Excel, Fixed Income, Mutual Funds, Financial Analysis, Equities, Hedge Funds, Financial Modeling, Leadership
Education
Bentley University 2000 — 2004
BS, Finance and Economics, 3.42
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman March 2011 - Present
Brown Brothers Harriman May 2008 - March 2011
Brown Brothers Harriman October 2006 - May 2008
Brown Brothers Harriman January 2006 - October 2006
State Street Co. June 2004 - December 2005
Skills
Excel, Accounting, Fund Accounting, PowerPoint, Microsoft Office, Bloomberg, Word, Microsoft Excel, Fixed Income, Mutual Funds, Financial Analysis, Equities, Hedge Funds, Financial Modeling, Leadership
Education
Bentley University 2000 — 2004
BS, Finance and Economics, 3.42
Anthony Chow's Brown Brothers Harriman Experience July 2006 - June 2013
Job Investment Compliance Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2013 - Present
Brown Brothers Harriman July 2006 - June 2013
State Street November 2005 - July 2006
Skills
Asset Management, Fixed Income, Mutual Funds, Hedge Funds, Investments, Equities, Bloomberg, Securities, Financial Analysis, Alternative Investments, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2013
Master of Science (MS), Finance
Bentley University
Bachelor of Science, Finance, Information Technology
Brookline High School
Wellington Management June 2013 - Present
Brown Brothers Harriman July 2006 - June 2013
State Street November 2005 - July 2006
Skills
Asset Management, Fixed Income, Mutual Funds, Hedge Funds, Investments, Equities, Bloomberg, Securities, Financial Analysis, Alternative Investments, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2013
Master of Science (MS), Finance
Bentley University
Bachelor of Science, Finance, Information Technology
Brookline High School
Hugh Carter's Brown Brothers Harriman Experience 1980 - 1992
Job VP at J P Morgan
Industry Financial Services
Experience
J.P. Morgan November 2010 - Present
State Street June 2006 - November 2010
PFPC September 1996 - June 2006
Brown Brothers Harriman 1980 - 1992
Education
Bentley University 1980 — 1985
AS, Accounting
J.P. Morgan November 2010 - Present
State Street June 2006 - November 2010
PFPC September 1996 - June 2006
Brown Brothers Harriman 1980 - 1992
Education
Bentley University 1980 — 1985
AS, Accounting
Stephen Guerra's Brown Brothers Harriman Experience October 2007 - July 2013
Job Principal Consultant at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems July 2013 - Present
Brown Brothers Harriman October 2007 - July 2013
Fiduciary Trust Company October 2001 - September 2007
Investors Bank & Trust December 1998 - September 2001
State Street January 1998 - December 1999
First Data 1996 - 1998
State Street 1989 - 1996
Skills
Mutual Funds, Fund Accounting, Securities, Fixed Income, Derivatives, Equities, Investments, Corporate Actions, Financial Services, Valuation, Relationship Management, Bloomberg, Alternative Investments, Fund Accounting Systems, Mutual Fund Conversions, Wealth Management..., Compliance, Risk Management, Internal Audit, Contract Negotiation, Implementation..., Sungard, Eagle
Education
Bentley University 1999 — 2003
MBA, Management
Boston College 1985 — 1989
BS, Management
Brockton High School
Brockton High School
Eagle Investment Systems July 2013 - Present
Brown Brothers Harriman October 2007 - July 2013
Fiduciary Trust Company October 2001 - September 2007
Investors Bank & Trust December 1998 - September 2001
State Street January 1998 - December 1999
First Data 1996 - 1998
State Street 1989 - 1996
Skills
Mutual Funds, Fund Accounting, Securities, Fixed Income, Derivatives, Equities, Investments, Corporate Actions, Financial Services, Valuation, Relationship Management, Bloomberg, Alternative Investments, Fund Accounting Systems, Mutual Fund Conversions, Wealth Management..., Compliance, Risk Management, Internal Audit, Contract Negotiation, Implementation..., Sungard, Eagle
Education
Bentley University 1999 — 2003
MBA, Management
Boston College 1985 — 1989
BS, Management
Brockton High School
Brockton High School
Laurie Becker Greeley's Brown Brothers Harriman Experience April 2000 - Present
Job Employee Relations Manager, VP Human Resources at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2000 - Present
Houghton Mifflin April 1995 - April 2000
Cahners Publishing June 1989 - April 1995
Skills
Employee Relations, Human Resources, Talent Management, Talent Acquisition, Performance Management, Workforce Planning, Employee Engagement, Personnel Management, Employee Benefits, Onboarding, Deferred Compensation, Succession Planning, Management, Team Building, Coaching, Policy, Strategic Planning, HR Policies, Vendor Management
Education
Roger Williams University
BS, Business Administration
Bentley College
Certificate, Human Resources Management
Brown Brothers Harriman April 2000 - Present
Houghton Mifflin April 1995 - April 2000
Cahners Publishing June 1989 - April 1995
Skills
Employee Relations, Human Resources, Talent Management, Talent Acquisition, Performance Management, Workforce Planning, Employee Engagement, Personnel Management, Employee Benefits, Onboarding, Deferred Compensation, Succession Planning, Management, Team Building, Coaching, Policy, Strategic Planning, HR Policies, Vendor Management
Education
Roger Williams University
BS, Business Administration
Bentley College
Certificate, Human Resources Management
Ken Haddad's Brown Brothers Harriman Experience October 1998 - May 2000
Job Managing Director, U.S. Head of Portfolio Trading, Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein December 2014 - Present
Sanford C. Bernstein March 2010 - December 2014
Sanford C. Bernstein August 2006 - August 2010
ITG May 2000 - August 2006
Brown Brothers Harriman October 1998 - May 2000
Skills
Trading, Equities, Series 63, Electronic Trading, Series 7, Risk Management, Trading Strategies, Strategy, Equity Trading, Portfolio Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 2002 — 2006
MBA, Finance
Bentley University 1993 — 1997
B.S., Marketing
Sanford C. Bernstein December 2014 - Present
Sanford C. Bernstein March 2010 - December 2014
Sanford C. Bernstein August 2006 - August 2010
ITG May 2000 - August 2006
Brown Brothers Harriman October 1998 - May 2000
Skills
Trading, Equities, Series 63, Electronic Trading, Series 7, Risk Management, Trading Strategies, Strategy, Equity Trading, Portfolio Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 2002 — 2006
MBA, Finance
Bentley University 1993 — 1997
B.S., Marketing
Eric Mojica's Brown Brothers Harriman Experience March 2015 - Present
Job Associate Brown Brothers Harriman; Alternative Funds
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman January 2014 - March 2015
Stephen James Associates December 2012 - January 2014
Brown Brothers Harriman August 2010 - November 2012
State Street November 2006 - August 2010
Skills
Fund Accounting, Mutual Funds, Leadership, Management, Project Management, Fixed Income, Finance, Financial Services, Investments, Microsoft Office, Private Equity, Recruiting, Talent Management, Temporary Placement, Equities, Banking, Auditing, Accounting, Financial Modeling
Education
Bentley University 2002 — 2006
BA, Business Management
Lowell High School 1998 — 2002
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman January 2014 - March 2015
Stephen James Associates December 2012 - January 2014
Brown Brothers Harriman August 2010 - November 2012
State Street November 2006 - August 2010
Skills
Fund Accounting, Mutual Funds, Leadership, Management, Project Management, Fixed Income, Finance, Financial Services, Investments, Microsoft Office, Private Equity, Recruiting, Talent Management, Temporary Placement, Equities, Banking, Auditing, Accounting, Financial Modeling
Education
Bentley University 2002 — 2006
BA, Business Management
Lowell High School 1998 — 2002
Philip Mainolfi's Brown Brothers Harriman Experience July 2010 - May 2012
Job Senior Financial Analyst
Industry Financial Services
Experience
Athens Services January 2013 - Present
Brown Brothers Harriman July 2010 - May 2012
Brown Brothers Harriman September 2008 - June 2010
Branson Ultrasonics Corporation April 2007 - September 2007
VizQuest Ventures October 2006 - January 2007
Education
Bentley University
Bachelor of Science, Finance
Athens Services January 2013 - Present
Brown Brothers Harriman July 2010 - May 2012
Brown Brothers Harriman September 2008 - June 2010
Branson Ultrasonics Corporation April 2007 - September 2007
VizQuest Ventures October 2006 - January 2007
Education
Bentley University
Bachelor of Science, Finance
Jodi Or's Brown Brothers Harriman Experience July 2011 - August 2011
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
McGladrey June 2012 - August 2012
Center for Business Ethics September 2008 - July 2012
Brown Brothers Harriman July 2011 - August 2011
Bank of America July 2008 - August 2008
Skills
Bloomberg, Peachtree, Crystal Ball, Structured Query..., Microsoft Word, Microsoft Excel, Microsoft Access, Factiva, Financial Accounting
Education
Bentley University 2013 — 2013
Master of Science in Accountancy, Accounting
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting
Boston Latin Academy 2004 — 2008
Edwards Middle School
McGladrey October 2013 - Present
McGladrey June 2012 - August 2012
Center for Business Ethics September 2008 - July 2012
Brown Brothers Harriman July 2011 - August 2011
Bank of America July 2008 - August 2008
Skills
Bloomberg, Peachtree, Crystal Ball, Structured Query..., Microsoft Word, Microsoft Excel, Microsoft Access, Factiva, Financial Accounting
Education
Bentley University 2013 — 2013
Master of Science in Accountancy, Accounting
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting
Boston Latin Academy 2004 — 2008
Edwards Middle School
Lauren Silk's Brown Brothers Harriman Experience December 1995 - March 2000
Job Aug 13 – PresentSenior Consultant Relations Associate at Putnam Investments, Putnam Global Institutional Management
Industry Financial Services
Experience
Putnam Investments, Putnam Global Institutional Management August 2013 - Present
Putnam Investments December 2009 - August 2013
Global Operating Services February 2005 - December 2009
Putnam Investments March 2000 - February 2005
Brown Brothers Harriman December 1995 - March 2000
Brown Brothers Harriman June 1995 - December 1995
Brown Brothers Harriman August 1992 - June 1995
Phoenix Investments, Trading April 1994 - December 1994
State Street Bank & Trust February 1990 - August 1992
Vantage Computers June 1989 - January 1990
Skills
Financial Services, Investments, Equities, Fixed Income, Portfolio Management, Securities, Management, Bloomberg, Asset Management
Education
Bentley University 1988 — 1990
BS, Marketing
Bentley University
Putnam Investments, Putnam Global Institutional Management August 2013 - Present
Putnam Investments December 2009 - August 2013
Global Operating Services February 2005 - December 2009
Putnam Investments March 2000 - February 2005
Brown Brothers Harriman December 1995 - March 2000
Brown Brothers Harriman June 1995 - December 1995
Brown Brothers Harriman August 1992 - June 1995
Phoenix Investments, Trading April 1994 - December 1994
State Street Bank & Trust February 1990 - August 1992
Vantage Computers June 1989 - January 1990
Skills
Financial Services, Investments, Equities, Fixed Income, Portfolio Management, Securities, Management, Bloomberg, Asset Management
Education
Bentley University 1988 — 1990
BS, Marketing
Bentley University
Yury Pyatetskiy's Brown Brothers Harriman Experience January 2003 - July 2005
Job Manager, Digital Strategy & Experience Application Optimization at RBC
Industry Banking
Experience
RBC January 2012 - Present
RBC Royal Bank January 2010 - March 2012
RBC August 2010 - January 2012
CIBC February 2006 - December 2008
Brown Brothers Harriman January 2003 - July 2005
Brown Brothers Harriman November 2000 - December 2003
Education
Bentley University 1997 — 2000
BS, Finance
RBC January 2012 - Present
RBC Royal Bank January 2010 - March 2012
RBC August 2010 - January 2012
CIBC February 2006 - December 2008
Brown Brothers Harriman January 2003 - July 2005
Brown Brothers Harriman November 2000 - December 2003
Education
Bentley University 1997 — 2000
BS, Finance
Adam Greenson's Brown Brothers Harriman Experience February 2013 - June 2014
Job Senior Associate, Finance at Sapient
Industry Financial Services
Experience
Sapient June 2014 - Present
Brown Brothers Harriman February 2013 - June 2014
Brown Brothers Harriman October 2012 - February 2013
Brown Brothers Harriman December 2011 - October 2012
Brown Brothers Harriman October 2011 - December 2011
Brown Brothers Harriman May 2010 - October 2011
Procter & Gamble July 2009 - March 2010
Sonus November 2007 - March 2009
Skills
Bloomberg, Financial Analysis, Microsoft Excel, Microsoft Word, Eagle Accounting..., Process Improvement, Standardization, Account Reconciliation, Accounting, Internal Controls
Education
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Sapient June 2014 - Present
Brown Brothers Harriman February 2013 - June 2014
Brown Brothers Harriman October 2012 - February 2013
Brown Brothers Harriman December 2011 - October 2012
Brown Brothers Harriman October 2011 - December 2011
Brown Brothers Harriman May 2010 - October 2011
Procter & Gamble July 2009 - March 2010
Sonus November 2007 - March 2009
Skills
Bloomberg, Financial Analysis, Microsoft Excel, Microsoft Word, Eagle Accounting..., Process Improvement, Standardization, Account Reconciliation, Accounting, Internal Controls
Education
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Vanessa Drysdale, PMP's Brown Brothers Harriman Experience 2005 - 2009
Job Senior Business Systems Analyst at Federated Investors
Industry Financial Services
Experience
Federated Investors March 2010 - Present
Brown Brothers Harriman 2005 - 2009
JP Morgan Chase 1993 - 2005
Putnam Investments August 1988 - September 1993
Education
Bentley University 1992 — 1997
MBA, Finance
Bethany College 1984 — 1988
BA, Economics and Business
Federated Investors March 2010 - Present
Brown Brothers Harriman 2005 - 2009
JP Morgan Chase 1993 - 2005
Putnam Investments August 1988 - September 1993
Education
Bentley University 1992 — 1997
MBA, Finance
Bethany College 1984 — 1988
BA, Economics and Business
Carole Roche's Brown Brothers Harriman Experience 2007 - 2012
Job Marketing Information Systems Web Developer at United Electric Controls
Industry Computer Software
Experience
United Electric Controls 2012 - Present
Brown Brothers Harriman 2007 - 2012
United Electric Controls 1999 - 2012
Silver Platter/Walters Kluwers 2000 - 2001
Boston Scientific 1995 - 1996
United Electric Controls 1978 - 1993
Skills
Web Design, Web Services, Website Development, Photoshop, PowerPoint, Problem Solving, Flash, Flash Video, Web Content Management, JavaScript, CSS Javascript, CSS3, HTML, html 5, Constant Contact, Graphic Design, Dreamweaver, Macromedia, Social Media Marketing, Adobe Creative Suite, Information Architecture, Web Development, CSS, HTML 5, HTML5, Customer Service
Education
Bentley College 1998 — 2000
Internet Systems Management, Web Development/Web Design
Northeastern University 1980 — 1984
Management Information Systems, Computer Science
United Electric Controls 2012 - Present
Brown Brothers Harriman 2007 - 2012
United Electric Controls 1999 - 2012
Silver Platter/Walters Kluwers 2000 - 2001
Boston Scientific 1995 - 1996
United Electric Controls 1978 - 1993
Skills
Web Design, Web Services, Website Development, Photoshop, PowerPoint, Problem Solving, Flash, Flash Video, Web Content Management, JavaScript, CSS Javascript, CSS3, HTML, html 5, Constant Contact, Graphic Design, Dreamweaver, Macromedia, Social Media Marketing, Adobe Creative Suite, Information Architecture, Web Development, CSS, HTML 5, HTML5, Customer Service
Education
Bentley College 1998 — 2000
Internet Systems Management, Web Development/Web Design
Northeastern University 1980 — 1984
Management Information Systems, Computer Science
Emily Mui's Brown Brothers Harriman Experience August 2014 - Present
Job Senior Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
State Street Bank November 2012 - August 2014
Brown Brothers Harriman August 2011 - November 2012
CVS August 2005 - November 2012
The Conference Center at Bentley October 2007 - May 2011
Integrity Interactive June 2010 - August 2010
Education
Bentley University 2007 — 2011
Bachelor, Corporate Finance and Accounting
John D O'Bryant High School 2003 — 2007
College Prepatory
Brown Brothers Harriman August 2014 - Present
State Street Bank November 2012 - August 2014
Brown Brothers Harriman August 2011 - November 2012
CVS August 2005 - November 2012
The Conference Center at Bentley October 2007 - May 2011
Integrity Interactive June 2010 - August 2010
Education
Bentley University 2007 — 2011
Bachelor, Corporate Finance and Accounting
John D O'Bryant High School 2003 — 2007
College Prepatory
Amy Sampieri's Brown Brothers Harriman Experience September 2008 - Present
Job Client Service Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2008 - Present
Brown Brothers Harriman June 2005 - September 2008
Brown Brothers Harriman July 2000 - June 2005
Education
Bentley University 1997 — 2000
BS, Finance
Brown Brothers Harriman September 2008 - Present
Brown Brothers Harriman June 2005 - September 2008
Brown Brothers Harriman July 2000 - June 2005
Education
Bentley University 1997 — 2000
BS, Finance
Jane Mullaney's Brown Brothers Harriman Experience July 2007 - December 2011
Job Client Operations Manager at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems December 2011 - Present
Brown Brothers Harriman July 2007 - December 2011
Brown Brothers Harriman July 2006 - July 2007
Skills
Bloomberg, Equities, Fund Accounting, Mutual Funds, Securities
Education
Bentley University 1999 — 2003
Bachelor of Science, Finance
Eagle Investment Systems December 2011 - Present
Brown Brothers Harriman July 2007 - December 2011
Brown Brothers Harriman July 2006 - July 2007
Skills
Bloomberg, Equities, Fund Accounting, Mutual Funds, Securities
Education
Bentley University 1999 — 2003
Bachelor of Science, Finance
Shameer Ghaswala's Brown Brothers Harriman Experience December 2010 - November 2011
Job Accountant at Charles River Laboratories
Industry Accounting
Experience
Charles River Laboratories July 2012 - Present
SmartBooks Corp. November 2011 - July 2012
Brown Brothers Harriman December 2010 - November 2011
EZ Tax and Accounting Services, Inc. January 2010 - May 2011
Bentley University May 2006 - May 2010
Skills
QuickBooks, Accounts Payable, Account Reconciliation, Auditing, Internal Controls, Tax Preparation, Access, Bookkeeping, Customer Service, Microsoft Office, Small Business, Employee Benefits, Financial Reporting, General Ledger, Financial Services
Education
Bentley University 2009 — 2010
MS, Accounting
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Cambridge Rindge and Latin School 2001 — 2005
Charles River Laboratories July 2012 - Present
SmartBooks Corp. November 2011 - July 2012
Brown Brothers Harriman December 2010 - November 2011
EZ Tax and Accounting Services, Inc. January 2010 - May 2011
Bentley University May 2006 - May 2010
Skills
QuickBooks, Accounts Payable, Account Reconciliation, Auditing, Internal Controls, Tax Preparation, Access, Bookkeeping, Customer Service, Microsoft Office, Small Business, Employee Benefits, Financial Reporting, General Ledger, Financial Services
Education
Bentley University 2009 — 2010
MS, Accounting
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Cambridge Rindge and Latin School 2001 — 2005
Brian Lipira's Brown Brothers Harriman Experience February 2012 - July 2014
Job COO/CCO at Discerene Group LP
Industry Financial Services
Experience
Discerene Group LP July 2014 - Present
Brown Brothers Harriman February 2012 - July 2014
Anchor MG Management Consultants, Inc May 2011 - January 2012
Apis Capital Advisors, LLC May 2006 - December 2010
S.A.C. Capital Advisors, LLC September 2004 - April 2006
S.A.C. Capital Advisors, LLC January 2003 - September 2004
Mark Securities Inc. June 2002 - October 2002
Skills
Hedge Funds, International Equities, Equity Execution Trading, Financial Operations, Settlements, Bloomberg, Financial Modeling, Equities, Financial Risk, Settlement
Education
Bentley University 1998 — 2002
Bachelor of Science, Finance
Discerene Group LP July 2014 - Present
Brown Brothers Harriman February 2012 - July 2014
Anchor MG Management Consultants, Inc May 2011 - January 2012
Apis Capital Advisors, LLC May 2006 - December 2010
S.A.C. Capital Advisors, LLC September 2004 - April 2006
S.A.C. Capital Advisors, LLC January 2003 - September 2004
Mark Securities Inc. June 2002 - October 2002
Skills
Hedge Funds, International Equities, Equity Execution Trading, Financial Operations, Settlements, Bloomberg, Financial Modeling, Equities, Financial Risk, Settlement
Education
Bentley University 1998 — 2002
Bachelor of Science, Finance
Chris Machtemes's Brown Brothers Harriman Experience January 1996 - January 2002
Job Former executive assistant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 1996 - January 2002
Scholastic September 1992 - September 1995
Skills
Gregg Shorthand, MS Office Suite, Accounting
Education
Bergen Community College 1991 — 1995
Associates Degree, Business Admin & Accounting
East Paterson High School 1989 — 1993
Business Admin & Accounting
Brown Brothers Harriman January 1996 - January 2002
Scholastic September 1992 - September 1995
Skills
Gregg Shorthand, MS Office Suite, Accounting
Education
Bergen Community College 1991 — 1995
Associates Degree, Business Admin & Accounting
East Paterson High School 1989 — 1993
Business Admin & Accounting
Erik Hajen's Brown Brothers Harriman Experience August 2015 - Present
Job AVP Tax at BBH
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
Citi February 2014 - July 2015
Citi January 2011 - January 2014
Citi January 2009 - January 2011
Citi June 2007 - January 2009
Citi June 2006 - June 2007
Citi November 2004 - June 2006
Deutsche Bank September 2003 - October 2004
Skills
Hedge Funds, Tax, Partnership Taxation, Securities, Private Equity, Alternative Assets, Alternative Investments, Fund Accounting, Bloomberg, Fund Administration, Financial Analysis, Accounting, Derivatives, Equities, Reconciliation, Bloomberg Terminal, ETFs, Options, Bonds, Mutual Funds, Financial Services, Finance, Fund Of Funds, Back Office, Microsoft Excel, Swaps, Credit Derivatives, Tax Accounting, Fund Services, High Net Worth..., Asset Management, Investments, Hedge Accounting, Tax Preparation, Interest Rate..., Partnership Accounting, FX Options, Fixed Income
Education
Bentley University 2002 — 2007
Masters, Finance, 3.27
Bentley University 1997 — 2001
Bachelor's, Business Communications, 3.4
Brown Brothers Harriman August 2015 - Present
Citi February 2014 - July 2015
Citi January 2011 - January 2014
Citi January 2009 - January 2011
Citi June 2007 - January 2009
Citi June 2006 - June 2007
Citi November 2004 - June 2006
Deutsche Bank September 2003 - October 2004
Skills
Hedge Funds, Tax, Partnership Taxation, Securities, Private Equity, Alternative Assets, Alternative Investments, Fund Accounting, Bloomberg, Fund Administration, Financial Analysis, Accounting, Derivatives, Equities, Reconciliation, Bloomberg Terminal, ETFs, Options, Bonds, Mutual Funds, Financial Services, Finance, Fund Of Funds, Back Office, Microsoft Excel, Swaps, Credit Derivatives, Tax Accounting, Fund Services, High Net Worth..., Asset Management, Investments, Hedge Accounting, Tax Preparation, Interest Rate..., Partnership Accounting, FX Options, Fixed Income
Education
Bentley University 2002 — 2007
Masters, Finance, 3.27
Bentley University 1997 — 2001
Bachelor's, Business Communications, 3.4
Chante Bonds's Brown Brothers Harriman Experience June 2005 - June 2007
Job Assistant Women's Basketball Coach at College of the Holy Cross
Industry
Experience
College of the Holy Cross June 2010 - Present
Fairleigh Dickinson University June 2007 - June 2010
Brown Brothers Harriman June 2005 - June 2007
Education
Fairleigh Dickinson University-Metropolitan Campus 2009 — 2010
Master's degree, Administrative Science
Bentley University 2001 — 2005
Bachelor of Science (BS), Information Design and Corporate Communication
College of the Holy Cross June 2010 - Present
Fairleigh Dickinson University June 2007 - June 2010
Brown Brothers Harriman June 2005 - June 2007
Education
Fairleigh Dickinson University-Metropolitan Campus 2009 — 2010
Master's degree, Administrative Science
Bentley University 2001 — 2005
Bachelor of Science (BS), Information Design and Corporate Communication
Theodor Aspiras's Brown Brothers Harriman Experience September 2006 - March 2007
Job Senior Accountant, Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon May 2011 - Present
PNC March 2007 - May 2011
Brown Brothers Harriman September 2006 - March 2007
PFPC Global Fund Services Inc September 2004 - December 2006
Skills
Portfolio Management, Accounting, Mutual Funds, Account Reconciliation, Fund Accounting, Financial Reporting, Valuation, Cash Flow, Financial Statements, Financial Analysis, Variance Analysis, Microsoft Excel
Education
Bentley University 2000 — 2004
Bachelor of Science in Accountancy, Accounting and Finance
BNY Mellon May 2011 - Present
PNC March 2007 - May 2011
Brown Brothers Harriman September 2006 - March 2007
PFPC Global Fund Services Inc September 2004 - December 2006
Skills
Portfolio Management, Accounting, Mutual Funds, Account Reconciliation, Fund Accounting, Financial Reporting, Valuation, Cash Flow, Financial Statements, Financial Analysis, Variance Analysis, Microsoft Excel
Education
Bentley University 2000 — 2004
Bachelor of Science in Accountancy, Accounting and Finance
Kevin Marston's Brown Brothers Harriman Experience August 2000 - November 2002
Job Operations Manager at Numeric Investors
Industry Investment Management
Experience
Numeric Investors November 2002 - Present
Brown Brothers Harriman August 2000 - November 2002
Brown Brothers Harriman September 1997 - August 2000
Skills
Investments, Hedge Funds, Bloomberg, Mutual Funds, Equities, Financial Services, Alternative Investments
Education
Bentley University 1988 — 1992
Bachelor's Degree, Finance-Economics
Numeric Investors November 2002 - Present
Brown Brothers Harriman August 2000 - November 2002
Brown Brothers Harriman September 1997 - August 2000
Skills
Investments, Hedge Funds, Bloomberg, Mutual Funds, Equities, Financial Services, Alternative Investments
Education
Bentley University 1988 — 1992
Bachelor's Degree, Finance-Economics
PJ Jerdi's Brown Brothers Harriman Experience April 2010 - August 2011
Job Commodity Ops Analyst
Industry Capital Markets
Experience
Morgan Stanley July 2015 - Present
State Street August 2013 - January 2014
First Republic Bank August 2011 - January 2013
Brown Brothers Harriman April 2010 - August 2011
ArcelorMittal May 2008 - November 2009
Skills
SQL, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Office, Foreign Exchange, Credit Risk, Credit Analysis, Foreign Exchange Risk..., Trade Operations, SWIFT payments, SWIFT messaging, Swift Alliance, Visual Basic, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Account Reconciliation, Capital Budgeting
Education
Bentley University 2005 — 2009
Bachelor of Arts (BA), Finance, General
Morgan Stanley July 2015 - Present
State Street August 2013 - January 2014
First Republic Bank August 2011 - January 2013
Brown Brothers Harriman April 2010 - August 2011
ArcelorMittal May 2008 - November 2009
Skills
SQL, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Office, Foreign Exchange, Credit Risk, Credit Analysis, Foreign Exchange Risk..., Trade Operations, SWIFT payments, SWIFT messaging, Swift Alliance, Visual Basic, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Account Reconciliation, Capital Budgeting
Education
Bentley University 2005 — 2009
Bachelor of Arts (BA), Finance, General
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation