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
Ralph Macdonald Ralph Macdonald's Brown Brothers Harriman Experience March 1969 - March 1990
Job Owner, Freelance accountant/tax preparer
Industry Accounting
Experience
Free-lance accountant/tax preparer March 1990 - Present
Mass Society of Enrolled Agents 2011 - 2012
Brown Brothers Harriman March 1969 - March 1990
Skills
Tax Preparation, Tax Returns, Tax, Tax Accounting, Tax Research, Income Tax, IRS, Payroll Taxes, Partnership Taxation, Corporate Tax, Tax Advisory, Bookkeeping, Estate Tax Planning, QuickBooks, LLC, Financial Planners, S Corporations, International Tax, Small Business
Education
Boston College 1969 — 1975
Bachelor's degree, Accounting
Free-lance accountant/tax preparer March 1990 - Present
Mass Society of Enrolled Agents 2011 - 2012
Brown Brothers Harriman March 1969 - March 1990
Skills
Tax Preparation, Tax Returns, Tax, Tax Accounting, Tax Research, Income Tax, IRS, Payroll Taxes, Partnership Taxation, Corporate Tax, Tax Advisory, Bookkeeping, Estate Tax Planning, QuickBooks, LLC, Financial Planners, S Corporations, International Tax, Small Business
Education
Boston College 1969 — 1975
Bachelor's degree, Accounting
Nancy Mandel's Brown Brothers Harriman Experience June 1995 - June 1996
Job Electronic Trading at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments 2009 - March 2011
Boston Advisors November 2004 - May 2008
Columbia Management October 1998 - January 2003
Bank of Boston June 1996 - October 1998
Brown Brothers Harriman June 1995 - June 1996
Skills
Bloomberg, Equities, Investments, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Mutual Funds, Derivatives, Technology, Microsoft Office, Electronic Trading, Options
Education
Harvard University 1997 — 2002
CSS-graduate, Managemant
Boston College 1990 — 1994
BA, Finance/Accounting
Ames High School
Fidelity Investments 2009 - March 2011
Boston Advisors November 2004 - May 2008
Columbia Management October 1998 - January 2003
Bank of Boston June 1996 - October 1998
Brown Brothers Harriman June 1995 - June 1996
Skills
Bloomberg, Equities, Investments, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Mutual Funds, Derivatives, Technology, Microsoft Office, Electronic Trading, Options
Education
Harvard University 1997 — 2002
CSS-graduate, Managemant
Boston College 1990 — 1994
BA, Finance/Accounting
Ames High School
Ebony Nash Ebony Nash's Brown Brothers Harriman Experience December 2013 - December 2014
Job Records Associate at Williams Lea
Industry Outsourcing/Offshoring
Experience
Brown Brothers Harriman December 2013 - December 2014
Williams Lea October 2006 - December 2013
UBS Wealth Management January 2001 - October 2006
Skills
Business Development, Financial Analysis, Strategy, Requirements Analysis, Leadership, Business Process..., Financial Services, Business Analysis, Data Analysis, Management, Microsoft Excel, PowerPoint, Project Management, Research
Education
Borough of Manhattan Community College 1995 — 1996
Associate's degree, Business Administration, Management and Operations
Paul Roberson High School 1990 — 1994
High school diploma in Business Management, Business Administration and Management, General
Brown Brothers Harriman December 2013 - December 2014
Williams Lea October 2006 - December 2013
UBS Wealth Management January 2001 - October 2006
Skills
Business Development, Financial Analysis, Strategy, Requirements Analysis, Leadership, Business Process..., Financial Services, Business Analysis, Data Analysis, Management, Microsoft Excel, PowerPoint, Project Management, Research
Education
Borough of Manhattan Community College 1995 — 1996
Associate's degree, Business Administration, Management and Operations
Paul Roberson High School 1990 — 1994
High school diploma in Business Management, Business Administration and Management, General
Tareen Shareef Tareen Shareef's Brown Brothers Harriman Experience 2010 - 2011
Job Leader | Learner | Strategic Business Development | Business Process Optimization
Industry Financial Services
Experience
State Street 2014 - Present
Boston Financial Data Services 2012 - 2014
Boston Financial Data Services 2011 - 2012
Brown Brothers Harriman 2010 - 2011
Fidelity Investments 2007 - 2009
JP Morgan Chase 2005 - 2007
Computer Associates (CA) 1999 - 2004
Skills
Business Analysis, Business Process, Process Improvement, Strategy, Risk Management, Business Process..., Systems Analysis, Leadership, Strategic Planning, Project Portfolio..., SDLC, Management, New Business Development, Program Management, Knowledge Management, Management Consulting, SharePoint, Project Planning, Change Management, Vendor Management, Enterprise Software, Risk Assessment, Risk Analysis, Productivity Improvement, Process Optimization, Audit, Compliance Management, Competitive Analysis, Engagement Management, Best Practices
Education
MIT Sloan School of Management 2013 — 2013
Executive Certificate in Management and Leadership
Bloomsburg University of Pennsylvania
BSBA, Management Information Systems
State Street 2014 - Present
Boston Financial Data Services 2012 - 2014
Boston Financial Data Services 2011 - 2012
Brown Brothers Harriman 2010 - 2011
Fidelity Investments 2007 - 2009
JP Morgan Chase 2005 - 2007
Computer Associates (CA) 1999 - 2004
Skills
Business Analysis, Business Process, Process Improvement, Strategy, Risk Management, Business Process..., Systems Analysis, Leadership, Strategic Planning, Project Portfolio..., SDLC, Management, New Business Development, Program Management, Knowledge Management, Management Consulting, SharePoint, Project Planning, Change Management, Vendor Management, Enterprise Software, Risk Assessment, Risk Analysis, Productivity Improvement, Process Optimization, Audit, Compliance Management, Competitive Analysis, Engagement Management, Best Practices
Education
MIT Sloan School of Management 2013 — 2013
Executive Certificate in Management and Leadership
Bloomsburg University of Pennsylvania
BSBA, Management Information Systems
Breeda McDermott's Brown Brothers Harriman Experience February 2005 - April 2005
Job 1) Payroll/ HR Coordinator at Hospital; 2) Pilates Instructor
Industry Human Resources
Experience
Hospital January 2011 - Present
New York Life Insurance Company August 2010 - October 2010
Custom Staffing, Inc. August 2009 - January 2010
Five Star Quality Care November 2006 - August 2008
Dana-Farber Cancer Institute June 2005 - August 2005
Brown Brothers Harriman February 2005 - April 2005
MIT September 2004 - January 2005
Digitas 2005 - 2005
Skills
PeopleSoft, Employee Benefits, Human Resources, Applicant Tracking..., Onboarding, ADP Payroll, College Recruiting
Education
Boston College 2000 — 2004
BA, Sociology, Irish Studies
Loyola School 1996 — 2000
H.S., College Prep
Hospital January 2011 - Present
New York Life Insurance Company August 2010 - October 2010
Custom Staffing, Inc. August 2009 - January 2010
Five Star Quality Care November 2006 - August 2008
Dana-Farber Cancer Institute June 2005 - August 2005
Brown Brothers Harriman February 2005 - April 2005
MIT September 2004 - January 2005
Digitas 2005 - 2005
Skills
PeopleSoft, Employee Benefits, Human Resources, Applicant Tracking..., Onboarding, ADP Payroll, College Recruiting
Education
Boston College 2000 — 2004
BA, Sociology, Irish Studies
Loyola School 1996 — 2000
H.S., College Prep
Mark Veikos Mark Veikos's Brown Brothers Harriman Experience May 2013 - August 2013
Job Capital Markets Analyst at Citizens Financial Group
Industry Investment Banking
Experience
Brown Brothers Harriman May 2013 - August 2013
Boundless Learning December 2012 - May 2013
The Kennedy Center Inc. June 2012 - September 2012
Wake Forest Information Systems October 2011 - January 2012
Education
Boston College 2012 — 2014
Bachelor of Science (B.S.)
Queen Mary, U. of London 2012 — 2012
Wake Forest University 2010 — 2011
Trumbull High School 2006 — 2010
Brown Brothers Harriman May 2013 - August 2013
Boundless Learning December 2012 - May 2013
The Kennedy Center Inc. June 2012 - September 2012
Wake Forest Information Systems October 2011 - January 2012
Education
Boston College 2012 — 2014
Bachelor of Science (B.S.)
Queen Mary, U. of London 2012 — 2012
Wake Forest University 2010 — 2011
Trumbull High School 2006 — 2010
Michelle Renderos Michelle Renderos's Brown Brothers Harriman Experience November 2013 - March 2014
Job
Industry Design
Experience
Brown Brothers Harriman November 2013 - March 2014
KLR August 2013 - October 2013
Sovereign Bank September 2012 - April 2013
Schnitzer Steel October 2010 - March 2012
FundQuest April 2008 - May 2010
Boston Red Sox July 2005 - September 2007
Skills
Editing, Filing, Customer Service, Microsoft Office, Networking, Office Management, Proofreading, Oracle, Accounts Payable, Call Center..., Retail, Microsoft Excel, PowerPoint, QuickBooks, Research, Problem Solving, Postage Meter, Writing, Phone Etiquette, Cost Management, Bilingual-English/Spanis..., Calendar Planning, Security Clearance, Mail Sorting, Supervising, Outlook, Data Entry, Receptionist Duties, Microsoft Word, Management, Social Networking, Sales
Education
Regis College 2003 — 2007
Bachelor of Arts (BA), Communication, General
Bond University 2006 — 2006
Study Abroad
John D. O'Bryant 1999 — 2003
High School Diploma, Math & Science
Brown Brothers Harriman November 2013 - March 2014
KLR August 2013 - October 2013
Sovereign Bank September 2012 - April 2013
Schnitzer Steel October 2010 - March 2012
FundQuest April 2008 - May 2010
Boston Red Sox July 2005 - September 2007
Skills
Editing, Filing, Customer Service, Microsoft Office, Networking, Office Management, Proofreading, Oracle, Accounts Payable, Call Center..., Retail, Microsoft Excel, PowerPoint, QuickBooks, Research, Problem Solving, Postage Meter, Writing, Phone Etiquette, Cost Management, Bilingual-English/Spanis..., Calendar Planning, Security Clearance, Mail Sorting, Supervising, Outlook, Data Entry, Receptionist Duties, Microsoft Word, Management, Social Networking, Sales
Education
Regis College 2003 — 2007
Bachelor of Arts (BA), Communication, General
Bond University 2006 — 2006
Study Abroad
John D. O'Bryant 1999 — 2003
High School Diploma, Math & Science
Patrick Chatfield's Brown Brothers Harriman Experience May 2004 - March 2009
Job Assistant Vice President at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management Company, LLP August 2014 - Present
Liberty Mutual March 2009 - July 2014
Brown Brothers Harriman May 2004 - March 2009
State Street July 2002 - May 2004
Bank of New York Mellon October 1999 - March 2002
Diageo May 1998 - September 1998
Skills
Corporate Actions, User Acceptance Testing, Investment Operations, Transaction Services, SWIFT, Project Management, Agile Project Management
Education
Boston College 1995 — 1999
BS, General Management
Wellington Management Company, LLP August 2014 - Present
Liberty Mutual March 2009 - July 2014
Brown Brothers Harriman May 2004 - March 2009
State Street July 2002 - May 2004
Bank of New York Mellon October 1999 - March 2002
Diageo May 1998 - September 1998
Skills
Corporate Actions, User Acceptance Testing, Investment Operations, Transaction Services, SWIFT, Project Management, Agile Project Management
Education
Boston College 1995 — 1999
BS, General Management
Gilly Brito's Brown Brothers Harriman Experience March 2012 - November 2012
Job Assistant to Trusts & Estate Administration at Fiduciary Trust Company
Industry Law Practice
Experience
Fiduciary Trust Company January 2013 - Present
Brown Brothers Harriman March 2012 - November 2012
Greenberg Traurig LLP June 2004 - June 2011
Siemens Corporation February 2001 - June 2004
Tyco International Ltd January 2000 - December 2000
Brock, Fensterstock, Silverstein, McAuliffe & Wade, LLC January 1997 - December 1999
Skills
Outlook, Editing, Administrative..., Microsoft Word, Administration, Windows 7, Legal Writing, Microsoft Office, Time Management, Administrative..., Management, Microsoft Excel, Legal Research
Education
Berkeley College
Fiduciary Trust Company January 2013 - Present
Brown Brothers Harriman March 2012 - November 2012
Greenberg Traurig LLP June 2004 - June 2011
Siemens Corporation February 2001 - June 2004
Tyco International Ltd January 2000 - December 2000
Brock, Fensterstock, Silverstein, McAuliffe & Wade, LLC January 1997 - December 1999
Skills
Outlook, Editing, Administrative..., Microsoft Word, Administration, Windows 7, Legal Writing, Microsoft Office, Time Management, Administrative..., Management, Microsoft Excel, Legal Research
Education
Berkeley College
Shaun Rull's Brown Brothers Harriman Experience July 2012 - November 2013
Job Senior Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Lincoln-Sudbury Regional High School November 2014 - Present
Eagle Investment Systems December 2013 - Present
Brown Brothers Harriman July 2012 - November 2013
Brown Brothers Harriman September 2010 - July 2012
Skills
Eagle PACE, Eagle STAR, PL/SQL, Data Analysis, Bloomberg, Management, Accounting, Mutual Funds, Fund Accounting, Process Improvement
Education
Boston University
Master of Business Administration (MBA) Candidate
Boston College 2006 — 2010
Bachelor of Arts (BA), Economics, Communications, 3.75
Lincoln-Sudbury Regional High School November 2014 - Present
Eagle Investment Systems December 2013 - Present
Brown Brothers Harriman July 2012 - November 2013
Brown Brothers Harriman September 2010 - July 2012
Skills
Eagle PACE, Eagle STAR, PL/SQL, Data Analysis, Bloomberg, Management, Accounting, Mutual Funds, Fund Accounting, Process Improvement
Education
Boston University
Master of Business Administration (MBA) Candidate
Boston College 2006 — 2010
Bachelor of Arts (BA), Economics, Communications, 3.75
Evan Fire's Brown Brothers Harriman Experience February 2000 - March 2003
Job Head of Operations & Technology at Pzena Investment Management, LLC
Industry Financial Services
Experience
Pzena Investment Management April 2003 - Present
Brown Brothers Harriman February 2000 - March 2003
Sanford C. Bernstein September 1998 - January 2000
Skills
Bloomberg, Equities, Asset Managment, Investments, Portfolio Management, Securities, Mutual Funds, Valuation, Finance, Asset Allocation, Asset Management, Investment Management, Trading, Equity Trading, Investment Strategies, Financial Services, Hedge Funds
Education
Binghamton University - School of Management 1994 — 1998
BS, Finance/Management
Pzena Investment Management April 2003 - Present
Brown Brothers Harriman February 2000 - March 2003
Sanford C. Bernstein September 1998 - January 2000
Skills
Bloomberg, Equities, Asset Managment, Investments, Portfolio Management, Securities, Mutual Funds, Valuation, Finance, Asset Allocation, Asset Management, Investment Management, Trading, Equity Trading, Investment Strategies, Financial Services, Hedge Funds
Education
Binghamton University - School of Management 1994 — 1998
BS, Finance/Management
Alison Flores's Brown Brothers Harriman Experience October 2014 - Present
Job Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman August 2013 - October 2014
Brown Brothers Harriman August 2012 - August 2013
Skills
Microsoft Office, Excel, PowerPoint, Word, Accounting, Microsoft Excel
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics & Hispanic Studies
Hamilton Wenham Regional High School 2004 — 2008
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman August 2013 - October 2014
Brown Brothers Harriman August 2012 - August 2013
Skills
Microsoft Office, Excel, PowerPoint, Word, Accounting, Microsoft Excel
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics & Hispanic Studies
Hamilton Wenham Regional High School 2004 — 2008
Kellan Grenier Kellan Grenier's Brown Brothers Harriman Experience January 2014 - June 2014
Job Associate Analyst Semiconductors at GfK Boutique Research
Industry Capital Markets
Experience
GfK Boutique Research June 2014 - Present
Brown Brothers Harriman January 2014 - June 2014
Haber Trilix Advisors, LP April 2011 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Investments, Portfolio Management, Stata, Equity Research, Financial Analysis, Excel, Equities, Word, Equity Trading, SEC reporting, Reconciliation, Bloomberg, Economic Research, Risk Management, Credit Analysis, Equity Derivatives, Business Analysis, Financial Reporting, Capital IQ, Financial Modeling, Financial Accounting, Business Development, Financial Markets, Financial Services, Financial Statements, Modeling, Statistical Modeling, Statistical Sampling, Statistical Data..., Trading, Economics, Econometrics, Customer Service, Java, Matlab, SQL, Fly Fishing, Construction, FactSet
Education
Northeastern University 2009 — 2012
Bachelor of Science Degree, Economics, Business Administration Minor
Bond University 2012 — 2012
Semester Abroad Australia, Business Administration and Management, General
Kimball Union Academy 2004 — 2008
High School Diploma
GfK Boutique Research June 2014 - Present
Brown Brothers Harriman January 2014 - June 2014
Haber Trilix Advisors, LP April 2011 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Investments, Portfolio Management, Stata, Equity Research, Financial Analysis, Excel, Equities, Word, Equity Trading, SEC reporting, Reconciliation, Bloomberg, Economic Research, Risk Management, Credit Analysis, Equity Derivatives, Business Analysis, Financial Reporting, Capital IQ, Financial Modeling, Financial Accounting, Business Development, Financial Markets, Financial Services, Financial Statements, Modeling, Statistical Modeling, Statistical Sampling, Statistical Data..., Trading, Economics, Econometrics, Customer Service, Java, Matlab, SQL, Fly Fishing, Construction, FactSet
Education
Northeastern University 2009 — 2012
Bachelor of Science Degree, Economics, Business Administration Minor
Bond University 2012 — 2012
Semester Abroad Australia, Business Administration and Management, General
Kimball Union Academy 2004 — 2008
High School Diploma
Senthilkumar Selvaraj Senthilkumar Selvaraj's Brown Brothers Harriman Experience October 2000 - Present
Job Sr. Systems Architect at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2000 - Present
Verbind June 2000 - October 2000
iComs- Internet Commerce Services May 1999 - June 2000
Pentafour Software March 1996 - March 1999
Skills
SDLC, Java Enterprise Edition
Education
Bharathidasan University
Master’s Degree, Computer Science
Brown Brothers Harriman October 2000 - Present
Verbind June 2000 - October 2000
iComs- Internet Commerce Services May 1999 - June 2000
Pentafour Software March 1996 - March 1999
Skills
SDLC, Java Enterprise Edition
Education
Bharathidasan University
Master’s Degree, Computer Science
Alex Cavallo Alex Cavallo's Brown Brothers Harriman Experience September 2008 - July 2010
Job Manager, Information Technology at Biogen Idec
Industry Information Technology and Services
Experience
Biogen September 2014 - Present
Slalom Consulting October 2013 - September 2014
Arcadia Solutions August 2010 - October 2013
Brown Brothers Harriman September 2008 - July 2010
Skills
Business Analysis, Business Intelligence, Management Consulting, IT Strategy, Analytics, Program Management, Requirements Analysis, Data Analysis, SQL, Consulting, Project Management, Data Warehousing, Healthcare Information..., Visio, Process Improvement, Business Process..., Change Management, CRM, Strategy, Integration, Requirements Gathering, Reporting & Analysis, Reports, Custom Reporting..., Mentoring Of Staff, Mentoring New Hires, Software Project..., Business Transformation, Strategic Consulting, Professional Services, Business Process...
Education
University of New Hampshire
Business Administration - Focus in International Business and Economics
Bond University
International Business
Biogen September 2014 - Present
Slalom Consulting October 2013 - September 2014
Arcadia Solutions August 2010 - October 2013
Brown Brothers Harriman September 2008 - July 2010
Skills
Business Analysis, Business Intelligence, Management Consulting, IT Strategy, Analytics, Program Management, Requirements Analysis, Data Analysis, SQL, Consulting, Project Management, Data Warehousing, Healthcare Information..., Visio, Process Improvement, Business Process..., Change Management, CRM, Strategy, Integration, Requirements Gathering, Reporting & Analysis, Reports, Custom Reporting..., Mentoring Of Staff, Mentoring New Hires, Software Project..., Business Transformation, Strategic Consulting, Professional Services, Business Process...
Education
University of New Hampshire
Business Administration - Focus in International Business and Economics
Bond University
International Business
Ryan Freudenburg Ryan Freudenburg's Brown Brothers Harriman Experience October 2012 - May 2013
Job Senior Portfolio Analyst at Alden Torch Financial
Industry Real Estate
Experience
Alden Torch Financial October 2015 - Present
Alden Torch Financial October 2014 - October 2015
AMG National Trust Bank May 2013 - October 2014
Brown Brothers Harriman October 2012 - May 2013
Associated Students - Biola University November 2011 - May 2012
Associated Students - Biola University April 2011 - November 2011
Enterprise Rent-A-Car June 2011 - August 2011
Associated Students - Biola University May 2010 - May 2011
Skills
Microsoft Office, OS X, Management, Google Docs, Customer Service, Windows, Microsoft Excel, Training, Mac OS X, Visual Basic, Budgets, Marketing, iWork, LIHTC
Education
Biola University 2008 — 2012
Bachelor of Science, Business Administration: Management
Alden Torch Financial October 2015 - Present
Alden Torch Financial October 2014 - October 2015
AMG National Trust Bank May 2013 - October 2014
Brown Brothers Harriman October 2012 - May 2013
Associated Students - Biola University November 2011 - May 2012
Associated Students - Biola University April 2011 - November 2011
Enterprise Rent-A-Car June 2011 - August 2011
Associated Students - Biola University May 2010 - May 2011
Skills
Microsoft Office, OS X, Management, Google Docs, Customer Service, Windows, Microsoft Excel, Training, Mac OS X, Visual Basic, Budgets, Marketing, iWork, LIHTC
Education
Biola University 2008 — 2012
Bachelor of Science, Business Administration: Management
Peter Godino, CFP® Peter Godino, CFP®'s Brown Brothers Harriman Experience January 1992 - September 1997
Job CFP® professional at Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management August 2011 - Present
Morgan Stanley Smith Barney November 2009 - July 2011
Bainco International Investors January 2008 - April 2009
J.P. King & Associates, Inc May 2002 - December 2007
Ameriprise Financial Services, Inc. November 1997 - April 2002
Brown Brothers Harriman January 1992 - September 1997
Education
University of California, Berkeley 2002 — 2003
Certificate program, Personal Financial Planning
Boston College 1989 — 1994
BA, Political Science
Boston Latin School 1979 — 1986
Diploma, College Prep
Modera Wealth Management August 2011 - Present
Morgan Stanley Smith Barney November 2009 - July 2011
Bainco International Investors January 2008 - April 2009
J.P. King & Associates, Inc May 2002 - December 2007
Ameriprise Financial Services, Inc. November 1997 - April 2002
Brown Brothers Harriman January 1992 - September 1997
Education
University of California, Berkeley 2002 — 2003
Certificate program, Personal Financial Planning
Boston College 1989 — 1994
BA, Political Science
Boston Latin School 1979 — 1986
Diploma, College Prep
Gary Luck, CFA's Brown Brothers Harriman Experience June 2000 - October 2004
Job Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management 2004 - Present
Brown Brothers Harriman June 2000 - October 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Finance
Boston College 1995 — 1999
BA, Economics
Boston College High School 1991 — 1995
H.S., College Prep
BNY Mellon Wealth Management 2004 - Present
Brown Brothers Harriman June 2000 - October 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Finance
Boston College 1995 — 1999
BA, Economics
Boston College High School 1991 — 1995
H.S., College Prep
Ashish Mrig Ashish Mrig's Brown Brothers Harriman Experience May 2011 - April 2012
Job Sr Data Architect at The Allant Group
Industry Marketing and Advertising
Experience
The Allant Group August 2014 - Present
Merkle April 2012 - August 2014
Brown Brothers Harriman May 2011 - April 2012
State Street Corp (Form. Investors Bank & Trust) December 2003 - May 2011
Gillette, Mass Mutual & Caterpillar January 2001 - November 2003
TCS, Gurgaon, India July 1998 - January 2001
Skills
Data Analysis, Data Warehousing, ETL, Informatica, Enterprise Architecture, PL/SQL, Databases, Database Design, Unix Shell Scripting, Data Governance, Oracle SQL, Oracle, IT Strategy, Big Data, Performance Tuning, SQL Tuning, Data Architecture, Business Intelligence
Education
Birla Institute of Technology
Bachelor of Science (BS), Engineering
Brandeis University, Lemberg - International Business School
Master of Science (MS), Finance
The Allant Group August 2014 - Present
Merkle April 2012 - August 2014
Brown Brothers Harriman May 2011 - April 2012
State Street Corp (Form. Investors Bank & Trust) December 2003 - May 2011
Gillette, Mass Mutual & Caterpillar January 2001 - November 2003
TCS, Gurgaon, India July 1998 - January 2001
Skills
Data Analysis, Data Warehousing, ETL, Informatica, Enterprise Architecture, PL/SQL, Databases, Database Design, Unix Shell Scripting, Data Governance, Oracle SQL, Oracle, IT Strategy, Big Data, Performance Tuning, SQL Tuning, Data Architecture, Business Intelligence
Education
Birla Institute of Technology
Bachelor of Science (BS), Engineering
Brandeis University, Lemberg - International Business School
Master of Science (MS), Finance
Jim Spadazzi's Brown Brothers Harriman Experience August 2004 - June 2005
Job Director at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company April 2015 - Present
Delaware Life Insurance Company August 2013 - March 2015
Sun Life Financial October 2011 - July 2013
Sun Life Financial September 2009 - October 2011
JP Morgan Chase November 2007 - September 2009
Thomson Reuters April 2007 - November 2007
Thomson Reuters June 2005 - March 2007
Brown Brothers Harriman August 2004 - June 2005
Brown Brothers Harriman August 2003 - July 2004
Brown Brothers Harriman August 2000 - July 2003
Skills
Fund Accounting, Financial Analysis, Mutual Funds, Bloomberg, Financial Modeling, Investments, Strategic Financial..., Equities, Portfolio Management, Valuation, Corporate Finance, Asset Management, Financial Reporting, Financial Services, Fixed Income, Risk Management, Finance, Securities, Due Diligence, Mergers & Acquisitions, Accounting, Sarbanes-Oxley Act, Capital Markets, Hedge Funds, Private Equity, Financial Risk
Education
Boston College 1996 — 2000
BS, Marketing
Xaverian Brothers High School 1992 — 1996
Delaware Life Insurance Company April 2015 - Present
Delaware Life Insurance Company August 2013 - March 2015
Sun Life Financial October 2011 - July 2013
Sun Life Financial September 2009 - October 2011
JP Morgan Chase November 2007 - September 2009
Thomson Reuters April 2007 - November 2007
Thomson Reuters June 2005 - March 2007
Brown Brothers Harriman August 2004 - June 2005
Brown Brothers Harriman August 2003 - July 2004
Brown Brothers Harriman August 2000 - July 2003
Skills
Fund Accounting, Financial Analysis, Mutual Funds, Bloomberg, Financial Modeling, Investments, Strategic Financial..., Equities, Portfolio Management, Valuation, Corporate Finance, Asset Management, Financial Reporting, Financial Services, Fixed Income, Risk Management, Finance, Securities, Due Diligence, Mergers & Acquisitions, Accounting, Sarbanes-Oxley Act, Capital Markets, Hedge Funds, Private Equity, Financial Risk
Education
Boston College 1996 — 2000
BS, Marketing
Xaverian Brothers High School 1992 — 1996
Garrett Cerulli's Brown Brothers Harriman Experience January 1995 - February 1996
Job Regional Director, Service Management at CenturyLink Technology Solutions
Industry Information Technology and Services
Experience
CenturyLink Technology Solutions May 2013 - Present
Savvis May 2010 - Present
Savvis Inc. 2005 - May 2010
Savvis 2004 - 2005
Partners Healthcare Systems 2002 - 2004
HarvardNet 2000 - 2002
Lotus Development 1996 - 2000
Brown Brothers Harriman January 1995 - February 1996
MCI 1990 - 1995
Skills
Data Center, Networking, Management, Managed Services, Project Management, ITIL, IT Management, Managed Hosting, Program Management, IT Outsourcing, Cross-functional Team..., Team Leadership, Wireless Networking, Manage Client..., Cloud, Pre-sales, SaaS, Cisco Technologies, Infrastructure, Sales Process, Service Delivery, Routers, Integration, Network Engineering, Operations Management, CRM, Cloud Computing, Professional Services, Servers, Security, Network Security, Network Architecture, Virtualization, Co-location, IT Strategy, Storage Area Networks, Routing, DNS, Outsourcing, Leadership, Account Management, WAN, Training, Vendor Management, Disaster Recovery, Enterprise Software, System Deployment, Firewalls, IT Service Management, Product Management
Education
Boston College
Savvis Leadership Development
Fordham Prep
High School
CenturyLink Technology Solutions May 2013 - Present
Savvis May 2010 - Present
Savvis Inc. 2005 - May 2010
Savvis 2004 - 2005
Partners Healthcare Systems 2002 - 2004
HarvardNet 2000 - 2002
Lotus Development 1996 - 2000
Brown Brothers Harriman January 1995 - February 1996
MCI 1990 - 1995
Skills
Data Center, Networking, Management, Managed Services, Project Management, ITIL, IT Management, Managed Hosting, Program Management, IT Outsourcing, Cross-functional Team..., Team Leadership, Wireless Networking, Manage Client..., Cloud, Pre-sales, SaaS, Cisco Technologies, Infrastructure, Sales Process, Service Delivery, Routers, Integration, Network Engineering, Operations Management, CRM, Cloud Computing, Professional Services, Servers, Security, Network Security, Network Architecture, Virtualization, Co-location, IT Strategy, Storage Area Networks, Routing, DNS, Outsourcing, Leadership, Account Management, WAN, Training, Vendor Management, Disaster Recovery, Enterprise Software, System Deployment, Firewalls, IT Service Management, Product Management
Education
Boston College
Savvis Leadership Development
Fordham Prep
High School
Denise Boyle Denise Boyle's Brown Brothers Harriman Experience March 2011 - Present
Job Senior HR Business Partner at BBH
Industry Financial Services
Experience
Brown Brothers Harriman March 2011 - Present
Fidelity Investments March 2009 - December 2010
JPMorganChase June 1981 - June 2008
Skills
HR Business Partner, Employee Relations, Talent Management, Compensation, Performance Management
Education
Bloomsburg University of Pennsylvania 1977 — 1981
BS, Business Administration
Brown Brothers Harriman March 2011 - Present
Fidelity Investments March 2009 - December 2010
JPMorganChase June 1981 - June 2008
Skills
HR Business Partner, Employee Relations, Talent Management, Compensation, Performance Management
Education
Bloomsburg University of Pennsylvania 1977 — 1981
BS, Business Administration
JoAnn Marmai, PMP JoAnn Marmai, PMP's Brown Brothers Harriman Experience 1990 - 1993
Job Program / Project Manager / Enterprise Release Manager
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch April 2010 - Present
mediumbold 2009 - 2009
Fidelity Investments 2000 - 2008
Fidelity Investments 1996 - 2000
Fidelity Investments 1995 - 1996
Fidelity Investments 1993 - 1995
Brown Brothers Harriman 1990 - 1993
Skills
Cross-functional Team..., Project Management, Agile Methodologies
Education
Binghamton University - School of Management 1985 — 1989
B.S., Accounting
Bank of America Merrill Lynch April 2010 - Present
mediumbold 2009 - 2009
Fidelity Investments 2000 - 2008
Fidelity Investments 1996 - 2000
Fidelity Investments 1995 - 1996
Fidelity Investments 1993 - 1995
Brown Brothers Harriman 1990 - 1993
Skills
Cross-functional Team..., Project Management, Agile Methodologies
Education
Binghamton University - School of Management 1985 — 1989
B.S., Accounting
Gabriel Erkard Gabriel Erkard's Brown Brothers Harriman Experience 2012 - 2014
Job Staff Accountant II at Roxbury Community College
Industry Financial Services
Experience
Roxbury Community College 2014 - Present
Brown Brothers Harriman 2012 - 2014
Harvard School of Public Health 2011 - 2012
Soundtrack Boston January 2010 - August 2011
Berklee College of Music 2010 - 2010
Skills
Music, Strategic Planning, Film, Accounts Payable, Entertainment, Social Media Marketing, Social Media, Accounting, Social Networking, Music Industry, Music Production, Budgets, Microsoft Excel, Finance
Education
Berklee College of Music
Bachelor of Music, Music Business, 3.785 GPA
Kent State University
Bachelor of Arts, Music Composition
Roxbury Community College 2014 - Present
Brown Brothers Harriman 2012 - 2014
Harvard School of Public Health 2011 - 2012
Soundtrack Boston January 2010 - August 2011
Berklee College of Music 2010 - 2010
Skills
Music, Strategic Planning, Film, Accounts Payable, Entertainment, Social Media Marketing, Social Media, Accounting, Social Networking, Music Industry, Music Production, Budgets, Microsoft Excel, Finance
Education
Berklee College of Music
Bachelor of Music, Music Business, 3.785 GPA
Kent State University
Bachelor of Arts, Music Composition
Jim McPartlan Jim McPartlan's Brown Brothers Harriman Experience September 1987 - March 1989
Job Managing Director at WestLB
Industry Banking
Experience
WestLB February 1991 - November 2012
CIBC March 1989 - February 1991
Brown Brothers Harriman September 1987 - March 1989
Skills
Capital Markets, Structured Products, Investment Banking, Securitization, Banking, FX Options, Fixed Income, Portfolio Management, Corporate Finance, Structured Finance, Credit Analysis, Investments, Project Finance, Emerging Markets, Commodity, Financial Risk, Financial Structuring, Financial Markets, Securities, Bloomberg, Trading, Hedge Funds, Market Risk, Commercial Banking, Financial Institutions, Treasury, Money Market, Bonds, Equities, Derivatives, Credit Derivatives
Education
Binghamton University 1982 — 1986
Bachelors of Arts, Economics & Political Science
WestLB February 1991 - November 2012
CIBC March 1989 - February 1991
Brown Brothers Harriman September 1987 - March 1989
Skills
Capital Markets, Structured Products, Investment Banking, Securitization, Banking, FX Options, Fixed Income, Portfolio Management, Corporate Finance, Structured Finance, Credit Analysis, Investments, Project Finance, Emerging Markets, Commodity, Financial Risk, Financial Structuring, Financial Markets, Securities, Bloomberg, Trading, Hedge Funds, Market Risk, Commercial Banking, Financial Institutions, Treasury, Money Market, Bonds, Equities, Derivatives, Credit Derivatives
Education
Binghamton University 1982 — 1986
Bachelors of Arts, Economics & Political Science
Linda McDonough's Brown Brothers Harriman Experience May 1989 - August 1991
Job Equity Analyst at Monument Research
Industry Investment Management
Experience
Monument Research January 2014 - Present
3D Advisors February 2011 - January 2014
Waterloo Advisors March 2010 - January 2011
Realmoney November 2009 - March 2010
Manchester Management August 1991 - December 2009
Manchester Management August 1991 - December 2009
Brown Brothers Harriman May 1989 - August 1991
Skills
Hedge Funds, Equities, Portfolio Management, Risk Management, Valuation, Short Sales, Strategy, Equity Valuation, Finance, Asset Management, Analysis, Alternative Investments, Bloomberg, Equity Research, Investments
Education
CFA charter 1996 — 1996
Boston College 1984 — 1988
Bachelor of Science, Finance
Monument Research January 2014 - Present
3D Advisors February 2011 - January 2014
Waterloo Advisors March 2010 - January 2011
Realmoney November 2009 - March 2010
Manchester Management August 1991 - December 2009
Manchester Management August 1991 - December 2009
Brown Brothers Harriman May 1989 - August 1991
Skills
Hedge Funds, Equities, Portfolio Management, Risk Management, Valuation, Short Sales, Strategy, Equity Valuation, Finance, Asset Management, Analysis, Alternative Investments, Bloomberg, Equity Research, Investments
Education
CFA charter 1996 — 1996
Boston College 1984 — 1988
Bachelor of Science, Finance
Kathleen Dougherty's Brown Brothers Harriman Experience September 2014 - Present
Job Assistant Vice President, Sanctions at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman September 2014 - Present
JPMorgan Chase February 2013 - Present
Catalyst Advisors LLC November 2012 - February 2013
New York County District Attorney's Office April 2010 - November 2012
Skills
Private Investigations, Investigation, Interviews, Microsoft Office, PowerPoint, Strategic Planning
Education
Boston College 2004 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Brown Brothers Harriman September 2014 - Present
JPMorgan Chase February 2013 - Present
Catalyst Advisors LLC November 2012 - February 2013
New York County District Attorney's Office April 2010 - November 2012
Skills
Private Investigations, Investigation, Interviews, Microsoft Office, PowerPoint, Strategic Planning
Education
Boston College 2004 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Elizabeth Rocco Elizabeth Rocco's Brown Brothers Harriman Experience September 2000 - May 2005
Job Corporate Counsel at Dollar Financial Group
Industry Financial Services
Experience
Dollar Financial Group December 2014 - Present
Bayard, P.A. August 2008 - December 2014
Brown Brothers Harriman September 2000 - May 2005
Skills
Corporate Law, Entity Formations, Legal Opinions, Real Estate Transactions, Corporations
Education
Villanova University School of Law 2005 — 2008
Boston College 1996 — 2000
Bachelor of Arts (B.A.), English
Dollar Financial Group December 2014 - Present
Bayard, P.A. August 2008 - December 2014
Brown Brothers Harriman September 2000 - May 2005
Skills
Corporate Law, Entity Formations, Legal Opinions, Real Estate Transactions, Corporations
Education
Villanova University School of Law 2005 — 2008
Boston College 1996 — 2000
Bachelor of Arts (B.A.), English
Laura Salibello Laura Salibello's Brown Brothers Harriman Experience July 2015 - Present
Job Assistant Vice President Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Gabelli & Company August 2012 - December 2013
Gabelli Funds September 2011 - August 2012
Estee Lauder June 2010 - August 2010
Skills
Series 7, Series 63
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (MBA)
Boston College 2007 — 2011
Bachelor of Arts
The Nightingale-Bamford School 1997 — 2007
High School Diploma
Brown Brothers Harriman July 2015 - Present
Gabelli & Company August 2012 - December 2013
Gabelli Funds September 2011 - August 2012
Estee Lauder June 2010 - August 2010
Skills
Series 7, Series 63
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (MBA)
Boston College 2007 — 2011
Bachelor of Arts
The Nightingale-Bamford School 1997 — 2007
High School Diploma
Diane Zwycewicz Teed's Brown Brothers Harriman Experience January 2014 - Present
Job Managing Director at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman September 2005 - December 2013
State Street Corporation February 1996 - September 2003
Citicorp 1993 - 1996
Citicorp Venture Capital 1988 - 1993
Skills
Mutual Funds, Strategy, Financial Services, Equities, Alternative Investments, Strategic Planning, Fixed Income, Business Development, Human Resources, Relationship Management, Financial Analysis, Finance, Risk Management, Asset Management, Capital Markets, Mergers & Acquisitions, Strategic Finance, Strategic HR, Organizational..., Organizational Design, Client Development, Management, Investment Management, Personnel Management, Venture Capital, Hedge Funds, Financial Markets
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Binghamton University - School of Management 1984 — 1988
BS, Management
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman September 2005 - December 2013
State Street Corporation February 1996 - September 2003
Citicorp 1993 - 1996
Citicorp Venture Capital 1988 - 1993
Skills
Mutual Funds, Strategy, Financial Services, Equities, Alternative Investments, Strategic Planning, Fixed Income, Business Development, Human Resources, Relationship Management, Financial Analysis, Finance, Risk Management, Asset Management, Capital Markets, Mergers & Acquisitions, Strategic Finance, Strategic HR, Organizational..., Organizational Design, Client Development, Management, Investment Management, Personnel Management, Venture Capital, Hedge Funds, Financial Markets
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Binghamton University - School of Management 1984 — 1988
BS, Management
Gregory McGee's Brown Brothers Harriman Experience June 2011 - November 2013
Job Client Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2013 - Present
Minutes for Memories Foundation June 2011 - Present
Brown Brothers Harriman June 2011 - November 2013
African Community Education June 2009 - September 2010
Skills
Microsoft Office, Spanish, Fundraising, Bloomberg Terminal, QuickBooks, Research, Organizational..., Non-profit Program..., Financial Modeling, Financial Analysis, Accounting, Data Analysis
Education
Boston College 2007 — 2011
Bachelor of Arts, Political Science, Hispanic Studies
Saint Louis University Madrid Campus
Spring 2010 Semester Abroad, Political Science, Spanish
J.P. Morgan November 2013 - Present
Minutes for Memories Foundation June 2011 - Present
Brown Brothers Harriman June 2011 - November 2013
African Community Education June 2009 - September 2010
Skills
Microsoft Office, Spanish, Fundraising, Bloomberg Terminal, QuickBooks, Research, Organizational..., Non-profit Program..., Financial Modeling, Financial Analysis, Accounting, Data Analysis
Education
Boston College 2007 — 2011
Bachelor of Arts, Political Science, Hispanic Studies
Saint Louis University Madrid Campus
Spring 2010 Semester Abroad, Political Science, Spanish
Ben Webber, CFA Ben Webber, CFA's Brown Brothers Harriman Experience November 2009 - October 2013
Job Vice President at Sawyer & Company
Industry Banking
Experience
Sawyer & Company, Incorporated November 2013 - Present
Brown Brothers Harriman November 2009 - October 2013
Brown Brothers Harriman June 2008 - November 2009
Brown Brothers Harriman June 2005 - June 2008
Skills
Banking, Microsoft Office, Training, Equities, Bloomberg, Financial Modeling, Financial Analysis
Education
Boston University 2013 — 2015
Master of Business Administration (MBA)
Boston College 2001 — 2005
BS, Finance, Economics
Lancaster University 2003 — 2003
Study Abroad Program
Sawyer & Company, Incorporated November 2013 - Present
Brown Brothers Harriman November 2009 - October 2013
Brown Brothers Harriman June 2008 - November 2009
Brown Brothers Harriman June 2005 - June 2008
Skills
Banking, Microsoft Office, Training, Equities, Bloomberg, Financial Modeling, Financial Analysis
Education
Boston University 2013 — 2015
Master of Business Administration (MBA)
Boston College 2001 — 2005
BS, Finance, Economics
Lancaster University 2003 — 2003
Study Abroad Program
Khaleah Saleem-Findley's Brown Brothers Harriman Experience June 2014 - Present
Job Financial Services
Industry Investment Banking
Experience
Brown Brothers Harriman June 2014 - Present
Deutsche Bank June 2011 - June 2014
Deutsche Bank August 2010 - June 2011
Morgan Stanley November 2006 - March 2008
Hess Corporation March 2006 - November 2006
Citi March 2002 - March 2005
Skills
Microsoft Office, Executive..., Executive Calendar..., Client Service Oriented, Legal Assistants, Expense Reports, Client Services, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Management, Human Resources, Calendaring, Event Planning
Education
Borough of Manhattan Community College 2006 — 2008
Business Administration and Management, General
Brown Brothers Harriman June 2014 - Present
Deutsche Bank June 2011 - June 2014
Deutsche Bank August 2010 - June 2011
Morgan Stanley November 2006 - March 2008
Hess Corporation March 2006 - November 2006
Citi March 2002 - March 2005
Skills
Microsoft Office, Executive..., Executive Calendar..., Client Service Oriented, Legal Assistants, Expense Reports, Client Services, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Management, Human Resources, Calendaring, Event Planning
Education
Borough of Manhattan Community College 2006 — 2008
Business Administration and Management, General
Lorraine Kelly's Brown Brothers Harriman Experience June 2015 - August 2015
Job Student at Boston College
Industry Marketing and Advertising
Experience
Brown Brothers Harriman June 2015 - August 2015
Pinehills LLC July 2014 - August 2014
Town of Barnstable June 2009 - August 2014
Rent The Runway July 2013 - May 2014
Il Maestro Restaurant May 2012 - August 2013
Education
Boston College 2012 — 2016
Bachelor of Science (BS), Management (Concentration in Marketing and Information Systems)
Barnstable High School 2008 — 2012
High School
Brown Brothers Harriman June 2015 - August 2015
Pinehills LLC July 2014 - August 2014
Town of Barnstable June 2009 - August 2014
Rent The Runway July 2013 - May 2014
Il Maestro Restaurant May 2012 - August 2013
Education
Boston College 2012 — 2016
Bachelor of Science (BS), Management (Concentration in Marketing and Information Systems)
Barnstable High School 2008 — 2012
High School
Poulam Saha Poulam Saha's Brown Brothers Harriman Experience February 2015 - June 2015
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - June 2015
Interactive Data June 2013 - August 2013
Merrill Lynch February 2013 - May 2013
Skills
Microsoft Office, Social Media, Data Analysis, Access, Customer Service, Managing Database, Management, Wealth Management..., Fixed Income, Structured Products, SQL, Automation, Python, VBA, CRM, XML, XLMiner, HTML, Budgeting & Forecasting, Headcount Management
Education
Binghamton University - School of Management 2010 — 2014
Bachelor's Degree, Finance
Brown Brothers Harriman February 2015 - June 2015
Interactive Data June 2013 - August 2013
Merrill Lynch February 2013 - May 2013
Skills
Microsoft Office, Social Media, Data Analysis, Access, Customer Service, Managing Database, Management, Wealth Management..., Fixed Income, Structured Products, SQL, Automation, Python, VBA, CRM, XML, XLMiner, HTML, Budgeting & Forecasting, Headcount Management
Education
Binghamton University - School of Management 2010 — 2014
Bachelor's Degree, Finance
Carl Adrien Carl Adrien's Brown Brothers Harriman Experience November 2006 - March 2011
Job Associate, Prime Brokerage Asset Services at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
UBS Investment Bank March 2012 - December 2014
UBS Investment Bank March 2011 - March 2012
Brown Brothers Harriman November 2006 - March 2011
Skills
Corporate Actions, Bloomberg, DTC, Fixed Income, Euroclear, Equities, Prime Brokerage, Global Custody, Securities, Back Office, Swaps, Investment Banking, SWIFT payments, SWIFT messaging, Middle Office, Dividends, Mutual Funds, Settlement, Derivatives, Financial Services
Education
Montclair State University 2007 — 2009
MBA, Management
Bloomfield College 2002 — 2006
BS, Business Adminstration - Management
Columbia high school
JPMorgan Chase & Co. January 2015 - Present
UBS Investment Bank March 2012 - December 2014
UBS Investment Bank March 2011 - March 2012
Brown Brothers Harriman November 2006 - March 2011
Skills
Corporate Actions, Bloomberg, DTC, Fixed Income, Euroclear, Equities, Prime Brokerage, Global Custody, Securities, Back Office, Swaps, Investment Banking, SWIFT payments, SWIFT messaging, Middle Office, Dividends, Mutual Funds, Settlement, Derivatives, Financial Services
Education
Montclair State University 2007 — 2009
MBA, Management
Bloomfield College 2002 — 2006
BS, Business Adminstration - Management
Columbia high school
Drea Caruso Drea Caruso's Brown Brothers Harriman Experience February 1997 - November 2003
Job Graphic Designer
Industry Graphic Design
Experience
Drea Caruso November 2014 - Present
Looking (Design Studio) February 2012 - October 2014
Teles Properties February 2011 - February 2012
Retail, Medical and Private Sector January 2004 - January 2011
Brown Brothers Harriman February 1997 - November 2003
Skills
InDesign, Graphic Design, Illustrator, Logo Design, Advertising, Photoshop, Branding & Identity, Newsletters, Art Direction, Typography, Adobe Creative Suite, Marketing
Education
Otis College of Art and Design 2010 — 2012
Graphic Design
Boston College
The Center for Corporate Citizenship
University of Massachusetts, Amherst
BS, Exercise Science
Drea Caruso November 2014 - Present
Looking (Design Studio) February 2012 - October 2014
Teles Properties February 2011 - February 2012
Retail, Medical and Private Sector January 2004 - January 2011
Brown Brothers Harriman February 1997 - November 2003
Skills
InDesign, Graphic Design, Illustrator, Logo Design, Advertising, Photoshop, Branding & Identity, Newsletters, Art Direction, Typography, Adobe Creative Suite, Marketing
Education
Otis College of Art and Design 2010 — 2012
Graphic Design
Boston College
The Center for Corporate Citizenship
University of Massachusetts, Amherst
BS, Exercise Science
Erin Matt's Brown Brothers Harriman Experience October 2003 - September 2007
Job Sales at Twitter
Industry Marketing and Advertising
Experience
Twitter September 2013 - August 2014
Twitter October 2012 - September 2013
Oracle July 2012 - October 2012
Vitrue, Inc. July 2011 - July 2012
Vitrue, Inc. January 2011 - July 2011
Zoo Art Enterprises 2009 - 2009
The Bank of New York Mellon October 2007 - September 2008
Brown Brothers Harriman October 2003 - September 2007
Skills
Social Media, Social Media Marketing, Digital Marketing, Digital Strategy, Digital Media, Integrated Marketing, Analytics, Facebook, Marketing Strategy, Marketing, Online Advertising, Competitive Analysis, New Business Development
Education
Boston College
BA, Communications, Fine Art
University College London, U. of London
Master of Fine Art, Fine Art Media
Twitter September 2013 - August 2014
Twitter October 2012 - September 2013
Oracle July 2012 - October 2012
Vitrue, Inc. July 2011 - July 2012
Vitrue, Inc. January 2011 - July 2011
Zoo Art Enterprises 2009 - 2009
The Bank of New York Mellon October 2007 - September 2008
Brown Brothers Harriman October 2003 - September 2007
Skills
Social Media, Social Media Marketing, Digital Marketing, Digital Strategy, Digital Media, Integrated Marketing, Analytics, Facebook, Marketing Strategy, Marketing, Online Advertising, Competitive Analysis, New Business Development
Education
Boston College
BA, Communications, Fine Art
University College London, U. of London
Master of Fine Art, Fine Art Media
Linus S. Ozaeta's Brown Brothers Harriman Experience September 1993 - Present
Job Vice President, Client Technology Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 1993 - Present
Brown Brothers Harriman September 1993 - Present
Brown Brothers Harriman October 2008 - January 2011
Brown Brothers Harriman 1999 - 2002
Brown Brothers Harriman 1993 - 1999
Skills
Global Custody, Corporate Actions, Settlement, SWIFT, Back Office, SWIFT messaging, Securities, Financial Markets, Mutual Funds, FX, Business Analysis, User Acceptance Testing, Process Engineering, Requirements Gathering, Product Management, Process Improvement, Customer Relations, Requirements Analysis, Product Development, Team Leadership, Operations Management, Financial Services, FX Options, Equities, Fixed Income, SWIFT payments, Fund Accounting, Trading Systems, Bloomberg, Derivatives, Prime Brokerage, Alternative Investments, Market Data, Bonds, ETFs, Capital Markets, Electronic Trading, Hedge Funds, Asset Management, Risk Management, Management, Banking, Relationship Management, Investments, SDLC, Trading
Education
Boston College 1989 — 1993
BA, Psychology
Jesuit College Preparatory School 1986 — 1989
Brown Brothers Harriman September 1993 - Present
Brown Brothers Harriman September 1993 - Present
Brown Brothers Harriman October 2008 - January 2011
Brown Brothers Harriman 1999 - 2002
Brown Brothers Harriman 1993 - 1999
Skills
Global Custody, Corporate Actions, Settlement, SWIFT, Back Office, SWIFT messaging, Securities, Financial Markets, Mutual Funds, FX, Business Analysis, User Acceptance Testing, Process Engineering, Requirements Gathering, Product Management, Process Improvement, Customer Relations, Requirements Analysis, Product Development, Team Leadership, Operations Management, Financial Services, FX Options, Equities, Fixed Income, SWIFT payments, Fund Accounting, Trading Systems, Bloomberg, Derivatives, Prime Brokerage, Alternative Investments, Market Data, Bonds, ETFs, Capital Markets, Electronic Trading, Hedge Funds, Asset Management, Risk Management, Management, Banking, Relationship Management, Investments, SDLC, Trading
Education
Boston College 1989 — 1993
BA, Psychology
Jesuit College Preparatory School 1986 — 1989
Rick Silva's Brown Brothers Harriman Experience August 2001 - November 2005
Job Web Developer, Database Developer
Industry Computer Software
Experience
Advance Auto Parts September 2015 - Present
Zipcar May 2010 - May 2015
Harvard Business School November 2005 - August 2009
Brown Brothers Harriman August 2001 - November 2005
Pioneer Investments November 1997 - August 2001
Bank of Boston May 1992 - November 1995
Skills
Databases, Agile Methodologies, Scrum, Web Development, Unix, Oracle, MySQL, Git, Internationalization, PHP, Linux, Web Applications, Sybase, HTML, Software Development, Bash, JIRA, Subversion, Oracle Application...
Education
Boston College 1992 — 1999
B.A., Management
Advance Auto Parts September 2015 - Present
Zipcar May 2010 - May 2015
Harvard Business School November 2005 - August 2009
Brown Brothers Harriman August 2001 - November 2005
Pioneer Investments November 1997 - August 2001
Bank of Boston May 1992 - November 1995
Skills
Databases, Agile Methodologies, Scrum, Web Development, Unix, Oracle, MySQL, Git, Internationalization, PHP, Linux, Web Applications, Sybase, HTML, Software Development, Bash, JIRA, Subversion, Oracle Application...
Education
Boston College 1992 — 1999
B.A., Management
Garrett Tardie's Brown Brothers Harriman Experience July 2008 - April 2013
Job Global Head of Marketing & Communications
Industry Financial Services
Experience
Eagle Investment Systems November 2014 - Present
American Student Assistance May 2013 - June 2014
Brown Brothers Harriman July 2008 - April 2013
First Marblehead September 2004 - July 2008
Fidelity Investments April 2004 - September 2004
State Street June 1997 - September 2003
Skills
Financial Analysis &..., Strategic Planning, Business Development, Project Management, Corporate Budgeting, Marketing Strategy, Process Improvement, Product Management, Cross-functional Team..., Competitive Analysis, Market Analysis, Risk Management, Marketing Communications, CRM, Enterprise Systems...
Education
Boston College 2001 — 2005
Master of Science (MS)
Bentley University 1998 — 1998
Post Baccalaureate Certificate, Banking and Financial Services
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Arts (BA)
Eagle Investment Systems November 2014 - Present
American Student Assistance May 2013 - June 2014
Brown Brothers Harriman July 2008 - April 2013
First Marblehead September 2004 - July 2008
Fidelity Investments April 2004 - September 2004
State Street June 1997 - September 2003
Skills
Financial Analysis &..., Strategic Planning, Business Development, Project Management, Corporate Budgeting, Marketing Strategy, Process Improvement, Product Management, Cross-functional Team..., Competitive Analysis, Market Analysis, Risk Management, Marketing Communications, CRM, Enterprise Systems...
Education
Boston College 2001 — 2005
Master of Science (MS)
Bentley University 1998 — 1998
Post Baccalaureate Certificate, Banking and Financial Services
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Arts (BA)
Patrick Sandberg, CPA Patrick Sandberg, CPA's Brown Brothers Harriman Experience September 2011 - August 2013
Job Senior Associate at EY
Industry Accounting
Experience
EY May 2015 - Present
Roundtable Investment Partners & Carleon Capital Partners August 2013 - April 2015
Brown Brothers Harriman September 2011 - August 2013
McGladrey October 2009 - September 2011
Morgan Stanley June 2008 - August 2008
Skills
Financial Reporting, SEC filings, Accounting, Auditing, Financial Accounting, Internal Controls, Tax, Financial Analysis, Hedge Funds, Tax Preparation, Private Equity, Sarbanes-Oxley Act, General Ledger, Alternative Investments, Fund Of Funds
Education
Binghamton University - School of Management 2005 — 2009
BS, Accounting
Msgr. Farrell 2001 — 2005
EY May 2015 - Present
Roundtable Investment Partners & Carleon Capital Partners August 2013 - April 2015
Brown Brothers Harriman September 2011 - August 2013
McGladrey October 2009 - September 2011
Morgan Stanley June 2008 - August 2008
Skills
Financial Reporting, SEC filings, Accounting, Auditing, Financial Accounting, Internal Controls, Tax, Financial Analysis, Hedge Funds, Tax Preparation, Private Equity, Sarbanes-Oxley Act, General Ledger, Alternative Investments, Fund Of Funds
Education
Binghamton University - School of Management 2005 — 2009
BS, Accounting
Msgr. Farrell 2001 — 2005
Tyler Issadore Tyler Issadore's Brown Brothers Harriman Experience September 2013 - February 2015
Job Financial Analyst at Wells Fargo
Industry Commercial Real Estate
Experience
Wells Fargo February 2015 - Present
Brown Brothers Harriman September 2013 - February 2015
Brown Brothers Harriman October 2012 - September 2013
Income Works September 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Leadership
Education
Western New England College 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Bond University 2011 — 2011
Finance, Economics
Hingham High School 2004 — 2008
Wells Fargo February 2015 - Present
Brown Brothers Harriman September 2013 - February 2015
Brown Brothers Harriman October 2012 - September 2013
Income Works September 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Leadership
Education
Western New England College 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Bond University 2011 — 2011
Finance, Economics
Hingham High School 2004 — 2008
Sulaiman Su Sanni's Brown Brothers Harriman Experience July 2008 - May 2010
Job Online Fundraising Executive for Nonprofits | CEO at WeDidIt
Industry Internet
Experience
WeDidIt July 2011 - Present
Meltwater Group February 2011 - July 2011
ALLSMiLES Media Group May 2009 - June 2011
Meltwater Group July 2010 - January 2011
Brown Brothers Harriman July 2008 - May 2010
Newmark Knight Frank June 2007 - August 2007
Boston College 2004 - 2006
Skills
Non-profits, Cloud Computing, Leadership, Entrepreneurship, Start-ups, SaaS, Business Development, Social Media Marketing, Online Advertising, Analytics, Social Media, Marketing, Sales, Digital Marketing, Management, Digital Media, Strategy, Nonprofits, Mobile Devices, B2B, Strategic Partnerships, Sales Process, Fundraising, Networking, Lead Generation, Online Marketing, Training, Business Intelligence, Social Networking
Education
Boston College 2007 — 2008
MS, Business Management
Boston College 2003 — 2007
BA, Psychology
Cate School 2000 — 2003
High School Diploma
WeDidIt July 2011 - Present
Meltwater Group February 2011 - July 2011
ALLSMiLES Media Group May 2009 - June 2011
Meltwater Group July 2010 - January 2011
Brown Brothers Harriman July 2008 - May 2010
Newmark Knight Frank June 2007 - August 2007
Boston College 2004 - 2006
Skills
Non-profits, Cloud Computing, Leadership, Entrepreneurship, Start-ups, SaaS, Business Development, Social Media Marketing, Online Advertising, Analytics, Social Media, Marketing, Sales, Digital Marketing, Management, Digital Media, Strategy, Nonprofits, Mobile Devices, B2B, Strategic Partnerships, Sales Process, Fundraising, Networking, Lead Generation, Online Marketing, Training, Business Intelligence, Social Networking
Education
Boston College 2007 — 2008
MS, Business Management
Boston College 2003 — 2007
BA, Psychology
Cate School 2000 — 2003
High School Diploma
Cinquemani M Cinquemani M's Brown Brothers Harriman Experience May 2000 - May 2005
Job Vice President Audit Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2011 - Present
Citi May 2005 - February 2011
Brown Brothers Harriman May 2000 - May 2005
Bankers Trust June 1997 - May 2000
American Express 1993 - 1997
Skills
CPA, Certified Anti-Money..., Enterprise Risk..., Banking, Fraud, Wealth Management, Auditing, Private Banking, Risk Management, Anti Money Laundering, Internal Controls, Sarbanes-Oxley Act
Education
Binghamton University 1987 — 1991
Bachelor of Science (B.S.), Accounting
BNY Mellon February 2011 - Present
Citi May 2005 - February 2011
Brown Brothers Harriman May 2000 - May 2005
Bankers Trust June 1997 - May 2000
American Express 1993 - 1997
Skills
CPA, Certified Anti-Money..., Enterprise Risk..., Banking, Fraud, Wealth Management, Auditing, Private Banking, Risk Management, Anti Money Laundering, Internal Controls, Sarbanes-Oxley Act
Education
Binghamton University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Dorin Dican Dorin Dican's Brown Brothers Harriman Experience July 2010 - November 2012
Job Implementation Engineer NICE Systems
Industry Information Technology and Services
Experience
NICE Systems November 2012 - Present
Brown Brothers Harriman July 2010 - November 2012
Education
City University of New York City College 2006 — 2010
Bachelor of Science (B.S.), Computer Science
Borough of Manhattan Community College 2004 — 2006
Associate of Science (AS), Computer Science
NICE Systems November 2012 - Present
Brown Brothers Harriman July 2010 - November 2012
Education
City University of New York City College 2006 — 2010
Bachelor of Science (B.S.), Computer Science
Borough of Manhattan Community College 2004 — 2006
Associate of Science (AS), Computer Science
Julie F. Barron's Brown Brothers Harriman Experience February 2010 - June 2012
Job Senior Private Banker
Industry Financial Services
Experience
Wilmington Trust, N.A. an M&T Company January 2015 - Present
Fiduciary Trust Company November 2012 - June 2014
Brown Brothers Harriman February 2010 - June 2012
JP Morgan Private Bank September 2006 - January 2010
Citizens Bank November 1989 - August 2006
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Banking, Credit Risk, Portfolio Management, Commercial Lending, Financial Analysis, Risk Management, Alternative Investments, Series 7, Wealth Management, Fixed Income, Financial Services, Asset Management, Equities, Investments
Education
Boston College 1978 — 1982
Bachelor's degree, Political Science and Government
Archbishop Williams High School 1974 — 1978
Wilmington Trust, N.A. an M&T Company January 2015 - Present
Fiduciary Trust Company November 2012 - June 2014
Brown Brothers Harriman February 2010 - June 2012
JP Morgan Private Bank September 2006 - January 2010
Citizens Bank November 1989 - August 2006
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Banking, Credit Risk, Portfolio Management, Commercial Lending, Financial Analysis, Risk Management, Alternative Investments, Series 7, Wealth Management, Fixed Income, Financial Services, Asset Management, Equities, Investments
Education
Boston College 1978 — 1982
Bachelor's degree, Political Science and Government
Archbishop Williams High School 1974 — 1978
Taylor Biggers's Brown Brothers Harriman Experience December 2000 - May 2006
Job Senior Business Development Manager at The Center for Business Intelligence
Industry Pharmaceuticals
Experience
CBI UBM Life Sciences December 2013 - Present
CBI April 2009 - Present
AG Salesworks May 2006 - March 2009
Brown Brothers Harriman December 2000 - May 2006
Skills
Lead Generation, Business Development, Salesforce.com, New Business Development, Sales, Marketing Strategy, Email Marketing, Strategy, Process Improvement, Management, Leadership, CRM, Competitive Analysis, Market Research, Account Management
Education
Boston College 1996 — 2000
Newton Country Day School of the Sacred Heart 1991 — 1996
CBI UBM Life Sciences December 2013 - Present
CBI April 2009 - Present
AG Salesworks May 2006 - March 2009
Brown Brothers Harriman December 2000 - May 2006
Skills
Lead Generation, Business Development, Salesforce.com, New Business Development, Sales, Marketing Strategy, Email Marketing, Strategy, Process Improvement, Management, Leadership, CRM, Competitive Analysis, Market Research, Account Management
Education
Boston College 1996 — 2000
Newton Country Day School of the Sacred Heart 1991 — 1996
Andrew Croasdale, Esq. Andrew Croasdale, Esq.'s Brown Brothers Harriman Experience June 2014 - Present
Job Senior Investment Tax Specialist at Brown Brothers Harriman
Industry Law Practice
Experience
Brown Brothers Harriman June 2014 - Present
DecisionOne July 2012 - January 2013
City of Philadelphia June 2011 - August 2011
Newburyport Development May 2010 - August 2010
Skills
Legal Writing, Legal Research, Westlaw, Lexis, Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Social Media, Corporate Law
Education
Villanova University School of Law 2010 — 2013
Doctor of Law (J.D.)
Boston College 2006 — 2010
Bachelor of Science (BS), Business Management
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Management (concentrating in Finance and Marketing)
Brown Brothers Harriman June 2014 - Present
DecisionOne July 2012 - January 2013
City of Philadelphia June 2011 - August 2011
Newburyport Development May 2010 - August 2010
Skills
Legal Writing, Legal Research, Westlaw, Lexis, Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Social Media, Corporate Law
Education
Villanova University School of Law 2010 — 2013
Doctor of Law (J.D.)
Boston College 2006 — 2010
Bachelor of Science (BS), Business Management
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Management (concentrating in Finance and Marketing)
Sarah Mezey's Brown Brothers Harriman Experience June 2014 - Present
Job Private Banking, Wealth Management
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman July 2011 - June 2014
McQueen Financial Advisors, Inc. June 2009 - June 2011
Skills
Securities, Financial Services, Bloomberg, Equities, Mutual Funds, Alternative Investments, Private Banking
Education
Boston College 2005 — 2009
Bachelor of Arts (BA), French Language and Literature, Mathematics
Cranbrook Kingswood 2001 — 2005
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman July 2011 - June 2014
McQueen Financial Advisors, Inc. June 2009 - June 2011
Skills
Securities, Financial Services, Bloomberg, Equities, Mutual Funds, Alternative Investments, Private Banking
Education
Boston College 2005 — 2009
Bachelor of Arts (BA), French Language and Literature, Mathematics
Cranbrook Kingswood 2001 — 2005
Jane Wade's Brown Brothers Harriman Experience September 2012 - Present
Job Senior Operations Specialist at Brown Brothers Harriman
Industry Individual & Family Services
Experience
Brown Brothers Harriman September 2012 - Present
Boston College September 2009 - August 2012
Camp Sancta Maria August 2009 - August 2011
Cardiovascular Specialists June 2010 - July 2010
Skills
PC, Microsoft Office, Social Media, Leadership, Research
Education
Boston College 2008 — 2012
Bachelor of Arts, Sociology, History
Mercy High School 2004 — 2008
Brown Brothers Harriman September 2012 - Present
Boston College September 2009 - August 2012
Camp Sancta Maria August 2009 - August 2011
Cardiovascular Specialists June 2010 - July 2010
Skills
PC, Microsoft Office, Social Media, Leadership, Research
Education
Boston College 2008 — 2012
Bachelor of Arts, Sociology, History
Mercy High School 2004 — 2008
Joe Pasquale, CFA's Brown Brothers Harriman Experience June 2008 - October 2008
Job Portfolio Analyst at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management April 2015 - Present
Standish Mellon Asset Management November 2013 - March 2015
BNY Mellon Wealth Management October 2012 - October 2013
BNY Mellon Wealth Management January 2011 - September 2012
Brown Brothers Harriman June 2008 - October 2008
Aviva Investors June 2007 - September 2007
Education
Boston College 2005 — 2010
BS, Finance, Marketing
Standish Mellon Asset Management April 2015 - Present
Standish Mellon Asset Management November 2013 - March 2015
BNY Mellon Wealth Management October 2012 - October 2013
BNY Mellon Wealth Management January 2011 - September 2012
Brown Brothers Harriman June 2008 - October 2008
Aviva Investors June 2007 - September 2007
Education
Boston College 2005 — 2010
BS, Finance, Marketing
Lucy Patten's Brown Brothers Harriman Experience September 2013 - Present
Job Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2013 - Present
Skills
US GAAP
Education
Boston College - Carroll School of Management 2010 — 2011
Master of Science (MS), Accounting
Boston College 2006 — 2010
Bachelor of Arts (BA), Economics
John Cabot University 2009 — 2009
Semester Abroad, International Economics
Brown Brothers Harriman September 2013 - Present
Skills
US GAAP
Education
Boston College - Carroll School of Management 2010 — 2011
Master of Science (MS), Accounting
Boston College 2006 — 2010
Bachelor of Arts (BA), Economics
John Cabot University 2009 — 2009
Semester Abroad, International Economics
Bryan Nearnberg's Brown Brothers Harriman Experience June 2012 - July 2012
Job Senior Client Accounting Coordinator at Cleary Gottlieb Steen & Hamilton
Industry Legal Services
Experience
Cleary Gottlieb Steen & Hamilton LLP December 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP August 2012 - December 2014
Brown Brothers Harriman June 2012 - July 2012
NRL Wealth Creation Strategies June 2011 - August 2011
Merril Lynch May 2011 - August 2011
Student Association at Binghamton University August 2010 - May 2011
Viacom June 2010 - August 2010
Keller Williams Realty May 2010 - August 2010
Duane Reade June 2009 - August 2009
Coleman Country Day Camp June 2004 - August 2008
Skills
Financial Analysis, Finance, Program Management, Management, Investments, Accounting, Microsoft Excel, Time Management, Fundraising, Training, Financial Reporting, Operational Accounting, Billing Systems, Client Relations Skills, Client Billing, Accruals, Accounts Receivable, Accounts Payable, Accounting System, International Business, International Relations, Revenue Cycle
Education
State University of New York at Binghamton 2008 — 2012
Bachelors, Economics
Lynbrook High School 2004 — 2008
Cleary Gottlieb Steen & Hamilton LLP December 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP August 2012 - December 2014
Brown Brothers Harriman June 2012 - July 2012
NRL Wealth Creation Strategies June 2011 - August 2011
Merril Lynch May 2011 - August 2011
Student Association at Binghamton University August 2010 - May 2011
Viacom June 2010 - August 2010
Keller Williams Realty May 2010 - August 2010
Duane Reade June 2009 - August 2009
Coleman Country Day Camp June 2004 - August 2008
Skills
Financial Analysis, Finance, Program Management, Management, Investments, Accounting, Microsoft Excel, Time Management, Fundraising, Training, Financial Reporting, Operational Accounting, Billing Systems, Client Relations Skills, Client Billing, Accruals, Accounts Receivable, Accounts Payable, Accounting System, International Business, International Relations, Revenue Cycle
Education
State University of New York at Binghamton 2008 — 2012
Bachelors, Economics
Lynbrook High School 2004 — 2008
Daniel B. Troy's Brown Brothers Harriman Experience August 2013 - February 2014
Job Inside Account Manager, Western US at Zerto
Industry Computer Software
Experience
Zerto March 2015 - Present
Zerto February 2014 - February 2015
Brown Brothers Harriman August 2013 - February 2014
Brown Brothers Harriman May 2012 - August 2012
Troy Investment Associates, Inc. December 2010 - June 2012
Education
Boston College 2009 — 2013
Bachelor's Degree, History
Westwood High School 2006 — 2009
Zerto March 2015 - Present
Zerto February 2014 - February 2015
Brown Brothers Harriman August 2013 - February 2014
Brown Brothers Harriman May 2012 - August 2012
Troy Investment Associates, Inc. December 2010 - June 2012
Education
Boston College 2009 — 2013
Bachelor's Degree, History
Westwood High School 2006 — 2009
Paul Kovacev's Brown Brothers Harriman Experience May 2011 - July 2013
Job Implementations Consultant at Milestone Group
Industry Financial Services
Experience
Milestone Group April 2014 - Present
Massachusetts State Department of Transportation October 2013 - March 2014
Brown Brothers Harriman May 2011 - July 2013
JPMorgan Chase March 2010 - June 2010
Fidelity Investments January 2002 - March 2008
Fidelity Investments April 2000 - January 2002
Fidelity Investments August 1998 - April 2000
Investors Bank & Trust March 1997 - August 1998
Skills
Equities, Portfolio Management, Asset Management, Mutual Funds, Financial Services, Securities, 5500 Reporting, Eagle PACE, Eagle STAR, PL / SQL, Oracle databases, Business Analysis, Project Management, SDLC
Education
Boston College 1987 — 1991
BS, Finance
Milestone Group April 2014 - Present
Massachusetts State Department of Transportation October 2013 - March 2014
Brown Brothers Harriman May 2011 - July 2013
JPMorgan Chase March 2010 - June 2010
Fidelity Investments January 2002 - March 2008
Fidelity Investments April 2000 - January 2002
Fidelity Investments August 1998 - April 2000
Investors Bank & Trust March 1997 - August 1998
Skills
Equities, Portfolio Management, Asset Management, Mutual Funds, Financial Services, Securities, 5500 Reporting, Eagle PACE, Eagle STAR, PL / SQL, Oracle databases, Business Analysis, Project Management, SDLC
Education
Boston College 1987 — 1991
BS, Finance
Cara Kennedy's Brown Brothers Harriman Experience 1999 - 2000
Job Vice President Principal Product Manager
Industry Financial Services
Experience
Pershing April 2007 - Present
Lehman Brothers Inc. 2006 - 2007
Pershing 2005 - 2006
Pershing, a BNY Mellon company 2004 - 2005
Pershing 2002 - 2004
iNautix Technologies 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
The Bank of New York 1994 - 1996
Skills
Program Management, PMP, Financial Services, Business Analysis, Analysis, Risk Management, Cross-functional Team..., Outsourcing, Market Data, Vendor Management, Contract Negotiation, Series 7, Governance, Finance, Project Planning, Product Management, Budgets, IT Management, Research Aggregation, Business Results, People Management, Cost Management, Customer Leadership, Strategic Planning, Client Liaison, Tactical Planning, Technical Analysis, Technical Project..., Technical Leadership, Portfolio Management, SDLC, IT Strategy, Vendor Relationship...
Education
Boston College 1989 — 1993
Bachelor of Arts (B.A.)
Pershing April 2007 - Present
Lehman Brothers Inc. 2006 - 2007
Pershing 2005 - 2006
Pershing, a BNY Mellon company 2004 - 2005
Pershing 2002 - 2004
iNautix Technologies 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
The Bank of New York 1994 - 1996
Skills
Program Management, PMP, Financial Services, Business Analysis, Analysis, Risk Management, Cross-functional Team..., Outsourcing, Market Data, Vendor Management, Contract Negotiation, Series 7, Governance, Finance, Project Planning, Product Management, Budgets, IT Management, Research Aggregation, Business Results, People Management, Cost Management, Customer Leadership, Strategic Planning, Client Liaison, Tactical Planning, Technical Analysis, Technical Project..., Technical Leadership, Portfolio Management, SDLC, IT Strategy, Vendor Relationship...
Education
Boston College 1989 — 1993
Bachelor of Arts (B.A.)
Rafael Ruiz Jr Rafael Ruiz Jr's Brown Brothers Harriman Experience December 2007 - Present
Job Asst. Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2007 - Present
Phillips Van Heusen February 2004 - December 2007
Phillips Van Heusen February 2003 - February 2004
Skills
IT Audit, Information Security..., Sarbanes-Oxley Act, Risk Assessment, Information Security, Internal Controls, Security Audits, Risk Management, Security, Auditing, Internal Audit
Education
Binghamton University - School of Management 2000 — 2002
MBA, Information Systems
University of Scranton 1996 — 2000
B.S., International Business
South Plainfield High School 1992 — 1996
Brown Brothers Harriman December 2007 - Present
Phillips Van Heusen February 2004 - December 2007
Phillips Van Heusen February 2003 - February 2004
Skills
IT Audit, Information Security..., Sarbanes-Oxley Act, Risk Assessment, Information Security, Internal Controls, Security Audits, Risk Management, Security, Auditing, Internal Audit
Education
Binghamton University - School of Management 2000 — 2002
MBA, Information Systems
University of Scranton 1996 — 2000
B.S., International Business
South Plainfield High School 1992 — 1996
Jeff Pasqua's Brown Brothers Harriman Experience July 2008 - Present
Job Senior Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2008 - Present
Fidelity Investments May 2006 - June 2008
Investors Bank and Trust June 2004 - May 2006
Skills
Financial Services, Business Analysis, Corporate Actions, Project Management, Operations Management, Mutual Funds, User Acceptance Testing, Business Requirements, Fund Accounting, Project Planning, SDLC, Reference Data, Process Redesign, Vendor Management, Implementation Planning, Regulatory Compliance, Anti Money Laundering, KYC, Private Banking, Financial Institutions, Agile & Waterfall..., Project Implementation, Project Delivery
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA
Boston College 2000 — 2004
BS, Finance
Brown Brothers Harriman July 2008 - Present
Fidelity Investments May 2006 - June 2008
Investors Bank and Trust June 2004 - May 2006
Skills
Financial Services, Business Analysis, Corporate Actions, Project Management, Operations Management, Mutual Funds, User Acceptance Testing, Business Requirements, Fund Accounting, Project Planning, SDLC, Reference Data, Process Redesign, Vendor Management, Implementation Planning, Regulatory Compliance, Anti Money Laundering, KYC, Private Banking, Financial Institutions, Agile & Waterfall..., Project Implementation, Project Delivery
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA
Boston College 2000 — 2004
BS, Finance
Eddie Kim's Brown Brothers Harriman Experience 1992 - 1995
Job CPA, MBA
Industry Arts and Crafts
Experience
IDB Bank 2008 - Present
ventures 2002 - 2008
HandySoft 2004 - 2005
Simon and Schuster 1998 - 2002
Shinhan Bank 1996 - 1998
Brown Brothers Harriman 1992 - 1995
Education
New York University, Stern School of Business
MBA, Finance
Binghamton University
BA, Philosophy & Psychology
Stuyvesant High School
IDB Bank 2008 - Present
ventures 2002 - 2008
HandySoft 2004 - 2005
Simon and Schuster 1998 - 2002
Shinhan Bank 1996 - 1998
Brown Brothers Harriman 1992 - 1995
Education
New York University, Stern School of Business
MBA, Finance
Binghamton University
BA, Philosophy & Psychology
Stuyvesant High School
James Canora's Brown Brothers Harriman Experience July 2004 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman July 2004 - Present
Citigroup Private Bank March 1993 - June 2004
Citibank Switzerland February 1998 - May 2003
Skills
Equities, Fixed Income, Mutual Funds, Capital Markets, Alternative Investments, Hedge Funds, Portfolio Management, Investment Banking, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Binghamton University 1980 — 1984
BS, Economics, French
Brown Brothers Harriman July 2004 - Present
Citigroup Private Bank March 1993 - June 2004
Citibank Switzerland February 1998 - May 2003
Skills
Equities, Fixed Income, Mutual Funds, Capital Markets, Alternative Investments, Hedge Funds, Portfolio Management, Investment Banking, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Binghamton University 1980 — 1984
BS, Economics, French
Brian Coughlin's Brown Brothers Harriman Experience January 1990 - February 2002
Job President
Industry Financial Services
Experience
HFX Capital February 2008 - Present
State Street February 2007 - January 2008
Investors Bank & Trust February 2002 - February 2007
Brown Brothers Harriman January 1990 - February 2002
Education
Binghamton University 1982 — 1984
MBA, Business
Ithaca College 1978 — 1982
BA, Economics, Mathematics, Business
HFX Capital February 2008 - Present
State Street February 2007 - January 2008
Investors Bank & Trust February 2002 - February 2007
Brown Brothers Harriman January 1990 - February 2002
Education
Binghamton University 1982 — 1984
MBA, Business
Ithaca College 1978 — 1982
BA, Economics, Mathematics, Business
Greg Hegerich's Brown Brothers Harriman Experience December 2002 - June 2004
Job VicePresident Compliance
Industry Investment Management
Experience
Bain Capital December 2007 - Present
Massachusetts PRIM Board June 2004 - December 2007
Brown Brothers Harriman December 2002 - June 2004
PricewaterhouseCoopers July 1996 - November 2002
Skills
Finance, Financial Services, Investments, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
Boston College 1992 — 1996
MS, Accounting
Bain Capital December 2007 - Present
Massachusetts PRIM Board June 2004 - December 2007
Brown Brothers Harriman December 2002 - June 2004
PricewaterhouseCoopers July 1996 - November 2002
Skills
Finance, Financial Services, Investments, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
Boston College 1992 — 1996
MS, Accounting
Francesca Auricchio Elfner's Brown Brothers Harriman Experience April 1996 - April 1997
Job Operations Manager at BelGioioso Cheese, Inc.
Industry Food Production
Experience
BelGioioso Cheese, Inc. February 2008 - Present
BelGioioso Cheese Inc April 1997 - February 2008
Brown Brothers Harriman April 1996 - April 1997
Education
Boston College 1992 — 1995
Bachelor’s Degree
Notre Dame Academy 1990 — 1992
High School
BelGioioso Cheese, Inc. February 2008 - Present
BelGioioso Cheese Inc April 1997 - February 2008
Brown Brothers Harriman April 1996 - April 1997
Education
Boston College 1992 — 1995
Bachelor’s Degree
Notre Dame Academy 1990 — 1992
High School
Jeffrey Frank's Brown Brothers Harriman Experience February 2000 - October 2000
Job IBM Senior Architect
Industry Marketing and Advertising
Experience
IBM March 2015 - Present
GroupM June 2011 - February 2015
GroupM October 2008 - June 2011
GroupM January 2004 - January 2008
MindShare October 2000 - December 2003
Brown Brothers Harriman February 2000 - October 2000
Ammirati Puris Lintas January 1999 - February 2000
UnionCamp Corporation January 1998 - January 1999
Skills
IT Management, Networking, Microsoft Exchange, Active Directory, Servers, IT Strategy, VMware ESX, Windows Server, ITIL, VMware, Disaster Recovery, IT Operations, SharePoint, Virtualization, Vendor Management, IIS, Infrastructure, Network Design
Education
Bloomsburg University of Pennsylvania 1996 — 1997
BS, Computer Science
Virginia Polytechnic Institute and State University 1993 — 1994
Computer Engineering
IBM March 2015 - Present
GroupM June 2011 - February 2015
GroupM October 2008 - June 2011
GroupM January 2004 - January 2008
MindShare October 2000 - December 2003
Brown Brothers Harriman February 2000 - October 2000
Ammirati Puris Lintas January 1999 - February 2000
UnionCamp Corporation January 1998 - January 1999
Skills
IT Management, Networking, Microsoft Exchange, Active Directory, Servers, IT Strategy, VMware ESX, Windows Server, ITIL, VMware, Disaster Recovery, IT Operations, SharePoint, Virtualization, Vendor Management, IIS, Infrastructure, Network Design
Education
Bloomsburg University of Pennsylvania 1996 — 1997
BS, Computer Science
Virginia Polytechnic Institute and State University 1993 — 1994
Computer Engineering
Soo Y. Kim, PMP's Brown Brothers Harriman Experience February 1999 - May 2001
Job Program/Sr. Project Manager at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan December 2013 - Present
Credit Suisse December 2004 - November 2013
Deutsche Bank May 2001 - December 2004
Brown Brothers Harriman February 1999 - May 2001
Morgan Stanley September 1996 - January 1999
Skills
Derivatives, Business Analysis, Risk Management, Project Management, Business Process..., Hedge Funds, Change Management, Middle Office, Program Management, Asset Managment, Asset Management, Business Transformation, Change Leadership, Organizational Change, Project Planning, Dodd-Frank, Capital Markets, Private Banking, Operational Risk
Education
State University of New York at Binghamton
Bachelor of Arts (B.A.), Biology, History
Bronx High School of Science
J.P. Morgan December 2013 - Present
Credit Suisse December 2004 - November 2013
Deutsche Bank May 2001 - December 2004
Brown Brothers Harriman February 1999 - May 2001
Morgan Stanley September 1996 - January 1999
Skills
Derivatives, Business Analysis, Risk Management, Project Management, Business Process..., Hedge Funds, Change Management, Middle Office, Program Management, Asset Managment, Asset Management, Business Transformation, Change Leadership, Organizational Change, Project Planning, Dodd-Frank, Capital Markets, Private Banking, Operational Risk
Education
State University of New York at Binghamton
Bachelor of Arts (B.A.), Biology, History
Bronx High School of Science
Alexis Fletcher's Brown Brothers Harriman Experience March 2006 - January 2012
Job Vice President at State Street
Industry Financial Services
Experience
State Street January 2012 - Present
Brown Brothers Harriman March 2006 - January 2012
State Street 2003 - 2006
State Street 1994 - 2006
Skills
Series 7, Process Improvement, Trading, Investment Banking, FX Options, Financial Modeling, Series 63, Investment Management, ETFs, Settlement, Project Management, Bonds, Asset Allocation, Client Services, Operational Risk...
Education
Boston College
State Street January 2012 - Present
Brown Brothers Harriman March 2006 - January 2012
State Street 2003 - 2006
State Street 1994 - 2006
Skills
Series 7, Process Improvement, Trading, Investment Banking, FX Options, Financial Modeling, Series 63, Investment Management, ETFs, Settlement, Project Management, Bonds, Asset Allocation, Client Services, Operational Risk...
Education
Boston College
Dan Head's Brown Brothers Harriman Experience Managing DirectorBanc of America Securities2004 - 2007
Job SVP at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Managing DirectorBanc of America Securities2004 - 2007
Education
Boston University Questrom School of Business 1989 — 1993
MBA, Finance
Boston College 1979 — 1983
BA, Political Science / Business
Brown Brothers Harriman Managing DirectorBanc of America Securities2004 - 2007
Education
Boston University Questrom School of Business 1989 — 1993
MBA, Finance
Boston College 1979 — 1983
BA, Political Science / Business
Steve Cordo's Brown Brothers Harriman Experience May 2015 - Present
Job Senior Supervisor at BNY Mellon
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
BNY Mellon August 2013 - May 2015
BNY Mellon August 2011 - August 2013
BNY Mellon October 2009 - July 2011
BNY Mellon March 2008 - September 2009
BNY Mellon June 2007 - February 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Fund Accounting, Mutual Funds, Derivatives, Fixed Income, Microsoft Excel, Financial Services, Equities, Hedge Funds, Valuation
Education
Boston College 2003 — 2007
Dual Concentration in Marketing and Finance
Brown Brothers Harriman May 2015 - Present
BNY Mellon August 2013 - May 2015
BNY Mellon August 2011 - August 2013
BNY Mellon October 2009 - July 2011
BNY Mellon March 2008 - September 2009
BNY Mellon June 2007 - February 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Fund Accounting, Mutual Funds, Derivatives, Fixed Income, Microsoft Excel, Financial Services, Equities, Hedge Funds, Valuation
Education
Boston College 2003 — 2007
Dual Concentration in Marketing and Finance
Eric Smoczynski's Brown Brothers Harriman Experience April 2008 - September 2009
Job Associate at Michael Kim Associates
Industry Architecture & Planning
Experience
Michael Kim Associates August 2011 - Present
Michael Kim Associates November 2010 - August 2011
Brown Brothers Harriman April 2008 - September 2009
State Street March 2007 - March 2008
Investors Bank & Trust September 2004 - February 2007
Cambridge Search 2004 - 2004
Skills
Microsoft Excel, Bloomberg, Project Management, Microsoft Office, Photoshop, SketchUp, Revit, AutoCAD, Design Research, Architectural Design, Adobe Creative Suite, Financial Analysis, Sustainable Design, Architectural Drawings
Education
Boston Architectural College 2009 — 2015
M.Arch, Master in Architecture
Lafayette College 2000 — 2004
AB, Economics and Business
Michael Kim Associates August 2011 - Present
Michael Kim Associates November 2010 - August 2011
Brown Brothers Harriman April 2008 - September 2009
State Street March 2007 - March 2008
Investors Bank & Trust September 2004 - February 2007
Cambridge Search 2004 - 2004
Skills
Microsoft Excel, Bloomberg, Project Management, Microsoft Office, Photoshop, SketchUp, Revit, AutoCAD, Design Research, Architectural Design, Adobe Creative Suite, Financial Analysis, Sustainable Design, Architectural Drawings
Education
Boston Architectural College 2009 — 2015
M.Arch, Master in Architecture
Lafayette College 2000 — 2004
AB, Economics and Business
Denis Murphy's Brown Brothers Harriman Experience December 2011 - Present
Job Senior Vice President, Department Head Client Invoicing at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2011 - Present
Brown Brothers Harriman November 2010 - December 2011
Brown Brothers Harriman April 2007 - November 2010
Brown Brothers Harriman May 2005 - April 2007
Brown Brothers Harriman August 2003 - May 2005
Brown Brothers Harriman December 2002 - August 2003
Brown Brothers Harriman February 2002 - December 2002
Brown Brothers Harriman April 2001 - February 2002
Brown Brothers Harriman April 1999 - April 2001
Skills
Operations Management, Risk Management, Global Custody, Fund Administration, Banking, Securities, Billing Solutions, Billing Systems, Billing Process, Billing Services, Project Management, Change Management, Financial Analysis, Financial Audits, Superior Client Service, Relationship Management, Retirement Planning, Marketing Communications, Accruals, Fund Accounting, Private Banking, Series 7, Fixed Income, Series 63, Bloomberg, Hedge Funds, Alternative Investments, Financial Services, Equities, Client Services, Asset Management
Education
New York University - SCPS 2010 — 2010
Boston College 1994 — 1998
Bachelor of Arts (B.A.), History
Brown Brothers Harriman December 2011 - Present
Brown Brothers Harriman November 2010 - December 2011
Brown Brothers Harriman April 2007 - November 2010
Brown Brothers Harriman May 2005 - April 2007
Brown Brothers Harriman August 2003 - May 2005
Brown Brothers Harriman December 2002 - August 2003
Brown Brothers Harriman February 2002 - December 2002
Brown Brothers Harriman April 2001 - February 2002
Brown Brothers Harriman April 1999 - April 2001
Skills
Operations Management, Risk Management, Global Custody, Fund Administration, Banking, Securities, Billing Solutions, Billing Systems, Billing Process, Billing Services, Project Management, Change Management, Financial Analysis, Financial Audits, Superior Client Service, Relationship Management, Retirement Planning, Marketing Communications, Accruals, Fund Accounting, Private Banking, Series 7, Fixed Income, Series 63, Bloomberg, Hedge Funds, Alternative Investments, Financial Services, Equities, Client Services, Asset Management
Education
New York University - SCPS 2010 — 2010
Boston College 1994 — 1998
Bachelor of Arts (B.A.), History
Giovanna Galbiati's Brown Brothers Harriman Experience 1988 - 1997
Job Senior Vice PresidentOperations Service Delivery
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street April 2003 - September 2008
Deutsche Asset Management ( formerly Scudder Investments) January 2002 - March 2003
Scudder Investments October 1997 - December 2001
Brown Brothers Harriman 1988 - 1997
Skills
Mutual Funds, Fund Accounting, Asset Managment, Securities, Corporate Actions, Global Custody, Fund Of Funds, Internal Controls, SAS70, Process Improvement, Business Analysis, Valuation, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Alternative Investments
Education
Boston College
Bachelor of Science (BS), Finance and Financial Management Services
Boston Latin School
High School
J.P. Morgan January 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street April 2003 - September 2008
Deutsche Asset Management ( formerly Scudder Investments) January 2002 - March 2003
Scudder Investments October 1997 - December 2001
Brown Brothers Harriman 1988 - 1997
Skills
Mutual Funds, Fund Accounting, Asset Managment, Securities, Corporate Actions, Global Custody, Fund Of Funds, Internal Controls, SAS70, Process Improvement, Business Analysis, Valuation, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Alternative Investments
Education
Boston College
Bachelor of Science (BS), Finance and Financial Management Services
Boston Latin School
High School
Austin Rubel's Brown Brothers Harriman Experience April 2008 - April 2015
Job Account Manager at SpotXchange
Industry Online Media
Experience
SpotXchange April 2015 - Present
Brown Brothers Harriman April 2008 - April 2015
State Street September 2006 - April 2008
State Street September 2006 - April 2008
Skills
Mutual Funds, Management, Fixed Income, Securities, Financial Services, Series 63, Equities, Investments, Portfolio Management, Hedge Funds
Education
Boston College 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Boston College 2002 — 2006
Bachelor's degree, Political Science and Government
SpotXchange April 2015 - Present
Brown Brothers Harriman April 2008 - April 2015
State Street September 2006 - April 2008
State Street September 2006 - April 2008
Skills
Mutual Funds, Management, Fixed Income, Securities, Financial Services, Series 63, Equities, Investments, Portfolio Management, Hedge Funds
Education
Boston College 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Boston College 2002 — 2006
Bachelor's degree, Political Science and Government
Michael Ingoldsby's Brown Brothers Harriman Experience 2008 - September 2014
Job Assistant Vice President State Street Global Markets
Industry Financial Services
Experience
Brown Brothers Harriman 2008 - September 2014
State Street Bank March 2007 - October 2008
State Street 1999 - 2008
State Street Bank January 2006 - June 2007
Skills
Corporate Actions, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Bonds, Financial Risk, Process Improvement, Emerging Markets, Back Office, Vendor Management, SDLC, Fund Accounting, FX Options, Project Management, Analysis, Trading Systems, Economics, Customer Service, Financial Services, Fixed Income
Education
Boston College 1996 — 2000
Bachelor of Science (BSc), Political Science and Government
Boston College High School 1989 — 1993
Brown Brothers Harriman 2008 - September 2014
State Street Bank March 2007 - October 2008
State Street 1999 - 2008
State Street Bank January 2006 - June 2007
Skills
Corporate Actions, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Bonds, Financial Risk, Process Improvement, Emerging Markets, Back Office, Vendor Management, SDLC, Fund Accounting, FX Options, Project Management, Analysis, Trading Systems, Economics, Customer Service, Financial Services, Fixed Income
Education
Boston College 1996 — 2000
Bachelor of Science (BSc), Political Science and Government
Boston College High School 1989 — 1993
Erika Reis's Brown Brothers Harriman Experience January 2001 - August 2002
Job Assistant Corporation Counsel at City of Boston Law Dept.
Industry Law Practice
Experience
City of Boston - Law Dept. September 2012 - Present
Office of the Inspector General August 2011 - August 2012
SCDAO September 2007 - August 2011
BELL 2001 - 2004
Brown Brothers Harriman January 2001 - August 2002
Skills
Legal Research, Criminal Law, Legal Writing, Courts, Mediation, Civil Litigation, Legal Assistance, Litigation, Event Planning, Westlaw, Trials, Administrative Law, Lexis, Appeals, Trial Practice, Legislation, Government, Torts, Litigation Support, Languages, Community Outreach, Nonprofits, Public Policy
Education
New England School of Law 2004 — 2007
J.D., Law
Boston College 1996 — 2000
B.A., International Studies
City of Boston - Law Dept. September 2012 - Present
Office of the Inspector General August 2011 - August 2012
SCDAO September 2007 - August 2011
BELL 2001 - 2004
Brown Brothers Harriman January 2001 - August 2002
Skills
Legal Research, Criminal Law, Legal Writing, Courts, Mediation, Civil Litigation, Legal Assistance, Litigation, Event Planning, Westlaw, Trials, Administrative Law, Lexis, Appeals, Trial Practice, Legislation, Government, Torts, Litigation Support, Languages, Community Outreach, Nonprofits, Public Policy
Education
New England School of Law 2004 — 2007
J.D., Law
Boston College 1996 — 2000
B.A., International Studies
Ann Marie Michocki's Brown Brothers Harriman Experience January 2005 - August 2006
Job Sr. Analyst, Employment Standards TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade October 2011 - Present
Deloitte January 2011 - October 2011
TD Ameritrade July 2010 - December 2010
Dewey & LeBoeuf August 2006 - March 2010
Brown Brothers Harriman January 2005 - August 2006
Crohn's & Colitis Foundation of America July 2002 - June 2004
Arthur Andersen LLP November 2000 - June 2002
Education
New York University 1998 — 2000
MA, Counseling
Binghamton University 1994 — 1998
BA, Psychology
TD Ameritrade October 2011 - Present
Deloitte January 2011 - October 2011
TD Ameritrade July 2010 - December 2010
Dewey & LeBoeuf August 2006 - March 2010
Brown Brothers Harriman January 2005 - August 2006
Crohn's & Colitis Foundation of America July 2002 - June 2004
Arthur Andersen LLP November 2000 - June 2002
Education
New York University 1998 — 2000
MA, Counseling
Binghamton University 1994 — 1998
BA, Psychology
Christy (Barrett) LaPrade's Brown Brothers Harriman Experience 1994 - 1998
Job Vice President, Director at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing December 1998 - Present
Brown Brothers Harriman 1994 - 1998
Skills
Derivatives, Financial Reporting, Fund Accounting, Hedge Funds, Mutual Funds
Education
Boston College 1989 — 1992
BSBA, Accounting
BNY Mellon Asset Servicing December 1998 - Present
Brown Brothers Harriman 1994 - 1998
Skills
Derivatives, Financial Reporting, Fund Accounting, Hedge Funds, Mutual Funds
Education
Boston College 1989 — 1992
BSBA, Accounting
Lucille Kenney's Brown Brothers Harriman Experience February 2011 - October 2012
Job Front End Developer
Industry Design
Experience
Girl Develop It Boston Meetup August 2015 - Present
Freelance 2000 - Present
Brown Brothers Harriman February 2011 - October 2012
Brown Brothers Harriman 2011 - 2012
Sasaki September 2006 - May 2009
Corporate Portfolio Analytics (CPA) 2006 - 2007
Skills
HTML, CSS, JavaScript, User Experience, Graphics, Illustrator, Adobe Creative Suite, Photoshop, Flash, CMS, InDesign, Dreamweaver, Web Content Management, jQuery, jQuery UI, LESS, Bootstrap
Education
Harvard Extension School 2013 — 2019
Masters Digital Media Design, Web Multimedia Development and Design
Massachusetts College of Art
Graphic Design Certificate, Graphic Communications
Boston University
Web Development
Boston College
Bachelor's degree, Literature
Girl Develop It Boston Meetup August 2015 - Present
Freelance 2000 - Present
Brown Brothers Harriman February 2011 - October 2012
Brown Brothers Harriman 2011 - 2012
Sasaki September 2006 - May 2009
Corporate Portfolio Analytics (CPA) 2006 - 2007
Skills
HTML, CSS, JavaScript, User Experience, Graphics, Illustrator, Adobe Creative Suite, Photoshop, Flash, CMS, InDesign, Dreamweaver, Web Content Management, jQuery, jQuery UI, LESS, Bootstrap
Education
Harvard Extension School 2013 — 2019
Masters Digital Media Design, Web Multimedia Development and Design
Massachusetts College of Art
Graphic Design Certificate, Graphic Communications
Boston University
Web Development
Boston College
Bachelor's degree, Literature
Todd Jacobson's Brown Brothers Harriman Experience 1993 - 1997
Job Portfolio Manager at Lord Abbett
Industry Investment Management
Experience
Lord Abbett Partner, Associate Director of International EquitiesLord Abbett2003 - Present
Value Line Asset Management 1989 - 2001
Brown Brothers Harriman 1993 - 1997
Skills
Equities, Fixed Income, Competitive Analysis, Equity Research, Investments, Asset Managment, Finance, Hedge Funds, Asset Allocation, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Binghamton University 1984 — 1988
BA, Economics
Lord Abbett Partner, Associate Director of International EquitiesLord Abbett2003 - Present
Value Line Asset Management 1989 - 2001
Brown Brothers Harriman 1993 - 1997
Skills
Equities, Fixed Income, Competitive Analysis, Equity Research, Investments, Asset Managment, Finance, Hedge Funds, Asset Allocation, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Binghamton University 1984 — 1988
BA, Economics
Brian Carr's Brown Brothers Harriman Experience July 2013 - Present
Job Vice President and Senior Counsel at Brown Brothers Harriman
Industry Law Practice
Experience
Brown Brothers Harriman July 2013 - Present
State Street June 2012 - July 2013
Choate, Hall & Stewart LLP September 2000 - June 2012
Skills
Securities Regulation, Securities, Corporate Governance, Mergers, Equities, Venture Capital, Corporate Law, Private Equity, Contract Negotiation, Mergers & Acquisitions
Education
Boston College Law School 1997 — 2000
JD
Boston College 1993 — 1997
BA
Brown Brothers Harriman July 2013 - Present
State Street June 2012 - July 2013
Choate, Hall & Stewart LLP September 2000 - June 2012
Skills
Securities Regulation, Securities, Corporate Governance, Mergers, Equities, Venture Capital, Corporate Law, Private Equity, Contract Negotiation, Mergers & Acquisitions
Education
Boston College Law School 1997 — 2000
JD
Boston College 1993 — 1997
BA
James Andrews's Brown Brothers Harriman Experience 1993 - 1998
Job Director of Sales at EveryMove, Inc.
Industry Health, Wellness and Fitness
Experience
EveryMove, Inc. June 2015 - Present
WiserTogether, Inc. April 2014 - September 2014
Alere Wellbeing (formerly Free & Clear) 2007 - April 2014
Medical Training Solutions 2002 - 2006
The Body Shop Digital 1999 - 2000
Abuzz / New York Times Digital 1998 - 1999
Brown Brothers Harriman 1993 - 1998
Education
Boston College 1989 — 1993
Bachelor of Science
EveryMove, Inc. June 2015 - Present
WiserTogether, Inc. April 2014 - September 2014
Alere Wellbeing (formerly Free & Clear) 2007 - April 2014
Medical Training Solutions 2002 - 2006
The Body Shop Digital 1999 - 2000
Abuzz / New York Times Digital 1998 - 1999
Brown Brothers Harriman 1993 - 1998
Education
Boston College 1989 — 1993
Bachelor of Science
Jorge Vallejo's Brown Brothers Harriman Experience October 1997 - February 2009
Job Banking Professional, Analyst II
Industry Banking
Experience
Brown Brothers Harriman October 1997 - February 2009
Borough of Fairview.NJ July 1995 - June 1997
Hong Kong & Shanghai Banking Corp. NYC February 1992 - June 1995
Skills
Trading, Finance, Accounting, FX Options, Analysis, Internal Audit, Internal Controls, Investment Banking, Operational Risk, Operational Risk..., Payments, Securities, Análisis, Finanzas, Gestión de riesgos, Financial Services, Banking, Risk Management
Education
Borough of Manhattan Community College
B.A.
Fiorello La Guardia Community College
B.A.
Brown Brothers Harriman October 1997 - February 2009
Borough of Fairview.NJ July 1995 - June 1997
Hong Kong & Shanghai Banking Corp. NYC February 1992 - June 1995
Skills
Trading, Finance, Accounting, FX Options, Analysis, Internal Audit, Internal Controls, Investment Banking, Operational Risk, Operational Risk..., Payments, Securities, Análisis, Finanzas, Gestión de riesgos, Financial Services, Banking, Risk Management
Education
Borough of Manhattan Community College
B.A.
Fiorello La Guardia Community College
B.A.
Elliott Reese's Brown Brothers Harriman Experience June 2012 - Present
Job Investment Management Brown Brothers Harriman & Co.
Industry Banking
Experience
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman October 2006 - June 2012
Skills
Equities, Financial Analysis, Financial Modeling, Mutual Funds, Bloomberg, Fixed Income, Portfolio Management, Securities, Investments, Capital Markets, Hedge Funds, Treasury
Education
Binghamton University
Master of Business Administration (MBA)
Providence College
Bachelor's degree
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman October 2006 - June 2012
Skills
Equities, Financial Analysis, Financial Modeling, Mutual Funds, Bloomberg, Fixed Income, Portfolio Management, Securities, Investments, Capital Markets, Hedge Funds, Treasury
Education
Binghamton University
Master of Business Administration (MBA)
Providence College
Bachelor's degree
Pat Curran's Brown Brothers Harriman Experience 2010 - Present
Job Vice President, Human Resources at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman 2010 - Present
Fidelity Investments July 1987 - December 2008
American Institute of Banking January 1985 - August 1987
Skills
Succession Planning, Human Resources, Leadership, Employee Relations, Talent Management, Recruiting, Performance Management, Personnel Management, Talent Acquisition, Onboarding, Workforce Planning, Change Management, Executive Coaching, Organizational Design, Deferred Compensation, Training, Strategy, Program Management, Policy, Management, HRIS, Temporary Placement, Employee Engagement, Cross-functional Team...
Education
Boston University 1975 — 1976
M.Ed., Reading/Language Arts
Boston College
Bachelor of Science, English/Secondary Education
Brown Brothers Harriman 2010 - Present
Fidelity Investments July 1987 - December 2008
American Institute of Banking January 1985 - August 1987
Skills
Succession Planning, Human Resources, Leadership, Employee Relations, Talent Management, Recruiting, Performance Management, Personnel Management, Talent Acquisition, Onboarding, Workforce Planning, Change Management, Executive Coaching, Organizational Design, Deferred Compensation, Training, Strategy, Program Management, Policy, Management, HRIS, Temporary Placement, Employee Engagement, Cross-functional Team...
Education
Boston University 1975 — 1976
M.Ed., Reading/Language Arts
Boston College
Bachelor of Science, English/Secondary Education
Gregory Barabe's Brown Brothers Harriman Experience July 2008 - April 2009
Job Regulatory Risk
Industry Accounting
Experience
KPMG March 2015 - Present
State Street Bank December 2013 - February 2015
Wellington Management September 2011 - June 2013
State Street Corp May 2009 - September 2011
Brown Brothers Harriman July 2008 - April 2009
American Benefit Plan January 2007 - June 2008
Merrill Lynch October 2006 - December 2006
Skills
Financial Analysis, Bloomberg, Access, Microsoft Excel, Financial Accounting, Mutual Funds, Securities, Risk Management, Analysis, Equities, Portfolio Management, Valuation, Investments, Financial Risk, Banking, PowerPoint, Microsoft Visio
Education
Boston College - Carroll School of Management 2013 — 2013
Masters, Finance
Boston College 2010 — 2013
Master of Business Administration (MBA), Business Administration
Portland State University 2003 — 2006
BS, Finance
KPMG March 2015 - Present
State Street Bank December 2013 - February 2015
Wellington Management September 2011 - June 2013
State Street Corp May 2009 - September 2011
Brown Brothers Harriman July 2008 - April 2009
American Benefit Plan January 2007 - June 2008
Merrill Lynch October 2006 - December 2006
Skills
Financial Analysis, Bloomberg, Access, Microsoft Excel, Financial Accounting, Mutual Funds, Securities, Risk Management, Analysis, Equities, Portfolio Management, Valuation, Investments, Financial Risk, Banking, PowerPoint, Microsoft Visio
Education
Boston College - Carroll School of Management 2013 — 2013
Masters, Finance
Boston College 2010 — 2013
Master of Business Administration (MBA), Business Administration
Portland State University 2003 — 2006
BS, Finance
Gregory Pickard's Brown Brothers Harriman Experience November 2008 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman November 2008 - Present
JP Morgan Chase July 2001 - October 2008
Putnam Investments January 2000 - April 2001
Kirkpatrick & Lockhart September 1998 - January 2000
Skills
Securities, Mutual Funds, Hedge Funds, Alternative Investments, Securities Law, Asset Management, Financial Services
Education
Suffolk University Law School 1994 — 1998
JD, law
Boston College 1987 — 1989
Master of Arts (M.A.), American History (United States)
Hartwick College 1983 — 1987
BA, History
Brown Brothers Harriman November 2008 - Present
JP Morgan Chase July 2001 - October 2008
Putnam Investments January 2000 - April 2001
Kirkpatrick & Lockhart September 1998 - January 2000
Skills
Securities, Mutual Funds, Hedge Funds, Alternative Investments, Securities Law, Asset Management, Financial Services
Education
Suffolk University Law School 1994 — 1998
JD, law
Boston College 1987 — 1989
Master of Arts (M.A.), American History (United States)
Hartwick College 1983 — 1987
BA, History
Brian Zumbano's Brown Brothers Harriman Experience January 2000 - January 2001
Job Executive Director of Development at UC San Diego Health System
Industry Fund-Raising
Experience
UC San Diego Health System July 2013 - Present
Columbia University Medical Center March 2010 - July 2013
New York University December 2005 - August 2010
Cambridge Galaher Settlements January 2001 - December 2005
Brown Brothers Harriman January 2000 - January 2001
The Metrowest Daily News January 1999 - January 2000
The Daily Advance January 1998 - January 1999
Skills
Fundraising, Non-profits, Stewardship, Higher Education, Management, Philanthropy, Public Speaking, Strategy, Nonprofits, Volunteer Management, Leadership, Annual Giving
Education
Columbia University 2010 — 2012
Master's degree, Strategic Communications
New York University 2007 — 2009
Master's degree, World History
Boston College 1994 — 1998
Bachelor's degree, English
Christian Brothers Academy 1990 — 1994
HS Diploma
New York University 2006 — 2007
Professional Cerificate, Global Affairs
UC San Diego Health System July 2013 - Present
Columbia University Medical Center March 2010 - July 2013
New York University December 2005 - August 2010
Cambridge Galaher Settlements January 2001 - December 2005
Brown Brothers Harriman January 2000 - January 2001
The Metrowest Daily News January 1999 - January 2000
The Daily Advance January 1998 - January 1999
Skills
Fundraising, Non-profits, Stewardship, Higher Education, Management, Philanthropy, Public Speaking, Strategy, Nonprofits, Volunteer Management, Leadership, Annual Giving
Education
Columbia University 2010 — 2012
Master's degree, Strategic Communications
New York University 2007 — 2009
Master's degree, World History
Boston College 1994 — 1998
Bachelor's degree, English
Christian Brothers Academy 1990 — 1994
HS Diploma
New York University 2006 — 2007
Professional Cerificate, Global Affairs
Michael Budnevich's Brown Brothers Harriman Experience June 2007 - August 2007
Job Senior Associate, Advisory Services at PwC
Industry Capital Markets
Experience
PwC November 2014 - Present
J.P. Morgan September 2013 - October 2014
J.P. Morgan February 2012 - September 2013
J.P. Morgan July 2010 - February 2012
J.P. Morgan June 2009 - August 2009
Brown Brothers Harriman June 2007 - August 2007
Skills
Team Leadership, Project Management, Manage project..., Product Lifecycle..., Product Development, Derivatives, Foreign Exchange, Generate ideas for..., Presentations, Analytical reasoning, Financial Analysis, Business Analysis, Data Analysis, Requirements Gathering, Visio, VBA, Microsoft Office Suite..., Dodd-Frank, International..., Financial Regulation
Education
M.B.A, Binghamton University - School of Management 2013 — 2014
Master of Business Administration (MBA)
Binghamton University - School of Management 2006 — 2010
B.S. Cum Laude in International Management & Marketing
Mamaroneck High School 2002 — 2006
PwC November 2014 - Present
J.P. Morgan September 2013 - October 2014
J.P. Morgan February 2012 - September 2013
J.P. Morgan July 2010 - February 2012
J.P. Morgan June 2009 - August 2009
Brown Brothers Harriman June 2007 - August 2007
Skills
Team Leadership, Project Management, Manage project..., Product Lifecycle..., Product Development, Derivatives, Foreign Exchange, Generate ideas for..., Presentations, Analytical reasoning, Financial Analysis, Business Analysis, Data Analysis, Requirements Gathering, Visio, VBA, Microsoft Office Suite..., Dodd-Frank, International..., Financial Regulation
Education
M.B.A, Binghamton University - School of Management 2013 — 2014
Master of Business Administration (MBA)
Binghamton University - School of Management 2006 — 2010
B.S. Cum Laude in International Management & Marketing
Mamaroneck High School 2002 — 2006
Arrin Alexander's Brown Brothers Harriman Experience May 2011 - December 2014
Job Senior Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
Brown Brothers Harriman May 2011 - December 2014
Morgan Stanley Smith Barney February 2010 - December 2010
Bleakley, Schwarts, Cooney & Finney, LLC May 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Exchange, Mac OS, Lotus Notes, Critical Thinking, Bank Reconciliation, Customer Service, Superior Client Service, Vlookup, MS Excel Pivot Tables, Social Media
Education
Boston College 2005 — 2009
BA, Economics
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
Brown Brothers Harriman May 2011 - December 2014
Morgan Stanley Smith Barney February 2010 - December 2010
Bleakley, Schwarts, Cooney & Finney, LLC May 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Exchange, Mac OS, Lotus Notes, Critical Thinking, Bank Reconciliation, Customer Service, Superior Client Service, Vlookup, MS Excel Pivot Tables, Social Media
Education
Boston College 2005 — 2009
BA, Economics
Brian Klucznik's Brown Brothers Harriman Experience July 1997 - April 2004
Job Vice President of Fiduciary Income Tax Services at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2012 - Present
Northern Trust June 2004 - October 2012
Brown Brothers Harriman July 1997 - April 2004
Mellon Trust January 1996 - July 1997
Skills
Fixed Income, Global Custody
Education
Boston College 1991 — 1995
BS, Accounting
Northern Trust November 2012 - Present
Northern Trust June 2004 - October 2012
Brown Brothers Harriman July 1997 - April 2004
Mellon Trust January 1996 - July 1997
Skills
Fixed Income, Global Custody
Education
Boston College 1991 — 1995
BS, Accounting
James J Burns's Brown Brothers Harriman Experience June 2004 - Present
Job Vice President at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman June 2004 - Present
DePuy Mitek 2010 - 2010
Skills
Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA
Boston College 1999 — 2003
BA, Economics
Brown Brothers Harriman June 2004 - Present
DePuy Mitek 2010 - 2010
Skills
Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA
Boston College 1999 — 2003
BA, Economics
Jonathan Kantor's Brown Brothers Harriman Experience 2006 - 2009
Job Finance Director at Infinity Asset Management Affiliates, LLC
Industry Investment Management
Experience
Infinity Rail, LLC December 2012 - Present
Infinity Transportation, LLC December 2012 - Present
Infinity Transportation, LLC September 2009 - December 2012
Infinity Rail, LLC June 2009 - December 2012
Brown Brothers Harriman 2006 - 2009
Brown Brothers Harriman 2006 - 2009
Skills
Alternative Investments, Equity Valuation, Business Valuation, Pricing Analysis, Debt Management, Risk Assessment, Forecasting, Cash Flow Forecasting, Business Analysis, Transportation..., Due Diligence, Investment Management, Equities, Financial Modeling, Portfolio Management, Investments, Valuation, Management, Financial Analysis, Private Equity, Finance, Asset Management, Corporate Finance
Education
Boston College 2002 — 2006
Bachelors of Science, Marketing/Accounting
Infinity Rail, LLC December 2012 - Present
Infinity Transportation, LLC December 2012 - Present
Infinity Transportation, LLC September 2009 - December 2012
Infinity Rail, LLC June 2009 - December 2012
Brown Brothers Harriman 2006 - 2009
Brown Brothers Harriman 2006 - 2009
Skills
Alternative Investments, Equity Valuation, Business Valuation, Pricing Analysis, Debt Management, Risk Assessment, Forecasting, Cash Flow Forecasting, Business Analysis, Transportation..., Due Diligence, Investment Management, Equities, Financial Modeling, Portfolio Management, Investments, Valuation, Management, Financial Analysis, Private Equity, Finance, Asset Management, Corporate Finance
Education
Boston College 2002 — 2006
Bachelors of Science, Marketing/Accounting
Renee Tobiassen, CAIA's Brown Brothers Harriman Experience July 2005 - March 2008
Job Blackstone
Industry Financial Services
Experience
The Blackstone Group August 2010 - Present
SunGard March 2008 - August 2010
Brown Brothers Harriman July 2005 - March 2008
Education
Boston College
Economics; International Studies
The Blackstone Group August 2010 - Present
SunGard March 2008 - August 2010
Brown Brothers Harriman July 2005 - March 2008
Education
Boston College
Economics; International Studies
Matt McAleer's Brown Brothers Harriman Experience June 2008 - August 2008
Job Staff Accountant at Centerview Partners LLC
Industry Accounting
Experience
Centerview Partners March 2010 - Present
Brown Brothers Harriman June 2008 - August 2008
Brown Brothers Harriman June 2007 - August 2007
Brown Brothers Harriman June 2006 - August 2006
Skills
Microsoft Excel, Accounting, Microsoft Word, Budgets, Microsoft Office, Financial Analysis, Financial Reporting, Project Management, Research, Financial Accounting
Education
St. John's University 2009 — 2013
Master's Degree, Accounting
University of Rhode Island 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Bond University 2007 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Centerview Partners March 2010 - Present
Brown Brothers Harriman June 2008 - August 2008
Brown Brothers Harriman June 2007 - August 2007
Brown Brothers Harriman June 2006 - August 2006
Skills
Microsoft Excel, Accounting, Microsoft Word, Budgets, Microsoft Office, Financial Analysis, Financial Reporting, Project Management, Research, Financial Accounting
Education
St. John's University 2009 — 2013
Master's Degree, Accounting
University of Rhode Island 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Bond University 2007 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Karthik Jayaram's Brown Brothers Harriman Experience September 2007 - May 2010
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase July 2014 - Present
Makosi April 2013 - July 2014
Wipro Technologies May 2010 - April 2013
Brown Brothers Harriman September 2007 - May 2010
Skills
SDLC, Business Analysis, Software Development, Requirements Analysis, Requirements Gathering, Software Project..., Business Requirements, User Acceptance Testing, Project Management, PMO
Education
West Virginia University
MS, Software Engineering
Bharathiar University
Bachelor of Engineering (B.E.)
JPMorgan Chase July 2014 - Present
Makosi April 2013 - July 2014
Wipro Technologies May 2010 - April 2013
Brown Brothers Harriman September 2007 - May 2010
Skills
SDLC, Business Analysis, Software Development, Requirements Analysis, Requirements Gathering, Software Project..., Business Requirements, User Acceptance Testing, Project Management, PMO
Education
West Virginia University
MS, Software Engineering
Bharathiar University
Bachelor of Engineering (B.E.)
Jingni Wei's Brown Brothers Harriman Experience June 2011 - December 2011
Job Software Engineer at Tapjoy
Industry Computer Software
Experience
Tapjoy June 2015 - Present
Wymsee, Inc. May 2013 - April 2015
Boston Startup School May 2012 - September 2012
Brown Brothers Harriman June 2011 - December 2011
Skills
Real Estate, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Event Planning, Stata, Java, Ruby, Ruby on Rails
Education
Boston College 2009 — 2013
Bachelor's Degree, Economics and Computer Sciences
The Hong Kong University of Science and Technology
Exchange Program, Economics and Computer Science
Tapjoy June 2015 - Present
Wymsee, Inc. May 2013 - April 2015
Boston Startup School May 2012 - September 2012
Brown Brothers Harriman June 2011 - December 2011
Skills
Real Estate, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Event Planning, Stata, Java, Ruby, Ruby on Rails
Education
Boston College 2009 — 2013
Bachelor's Degree, Economics and Computer Sciences
The Hong Kong University of Science and Technology
Exchange Program, Economics and Computer Science
Currie Smith's Brown Brothers Harriman Experience 2004 - 2006
Job Vice President Quality Assurance at IFS A State Street Company
Industry Financial Services
Experience
International Fund Services, A State Street Company October 2006 - Present
Brown Brothers Harriman 2004 - 2006
State Street Co Zurich, CH 2002 - 2002
State Street Co Luxembourg 2000 - 2002
State Street bank and Trust Co Boston, MA 1998 - 1999
Skills
Mutual Funds, Equities, Securities, Hedge Funds, Fund Of Funds, Investments, Process Improvement, Accounting, Financial Services, Middle Office
Education
Boston College 1994 — 1998
BA, English and History
International Fund Services, A State Street Company October 2006 - Present
Brown Brothers Harriman 2004 - 2006
State Street Co Zurich, CH 2002 - 2002
State Street Co Luxembourg 2000 - 2002
State Street bank and Trust Co Boston, MA 1998 - 1999
Skills
Mutual Funds, Equities, Securities, Hedge Funds, Fund Of Funds, Investments, Process Improvement, Accounting, Financial Services, Middle Office
Education
Boston College 1994 — 1998
BA, English and History
Angie Chen, CPA's Brown Brothers Harriman Experience November 2010 - Present
Job Senior Financial Reporting Manager, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2010 - Present
State Street July 2007 - February 2009
Skills
Financial Reporting, Bloomberg, Fund Accounting, Securities, Hedge Funds, Financial Analysis, Fixed Income, Budgets, Equities, Financial Services, Mutual Funds, Derivatives
Education
Boston College 2002 — 2004
M.S., Finance
University of California, Berkeley 1995 — 1999
BA, Economics
Brown Brothers Harriman November 2010 - Present
State Street July 2007 - February 2009
Skills
Financial Reporting, Bloomberg, Fund Accounting, Securities, Hedge Funds, Financial Analysis, Fixed Income, Budgets, Equities, Financial Services, Mutual Funds, Derivatives
Education
Boston College 2002 — 2004
M.S., Finance
University of California, Berkeley 1995 — 1999
BA, Economics
Katie Zolnierz's Brown Brothers Harriman Experience November 2013 - Present
Job Assistant Vice President, Brown Brothers Harriman & MBA, Boston College
Industry Financial Services
Experience
Brown Brothers Harriman November 2013 - Present
Brown Brothers Harriman April 2011 - November 2013
Brown Brothers Harriman April 2010 - April 2011
Brown Brothers Harriman September 2007 - March 2010
Brown Brothers Harriman April 2006 - August 2007
Sapphire Technologies July 2005 - March 2006
Skills
Corporate Actions, Risk Management, Financial Services, Management, Leadership, Global Marketing, Bloomberg, Securities, Investments, Relationship Management
Education
Boston College 2010 — 2013
Masters of Business Administration
Boston College 2001 — 2005
Bachelor of Arts, Psychology, Communications
Brown Brothers Harriman November 2013 - Present
Brown Brothers Harriman April 2011 - November 2013
Brown Brothers Harriman April 2010 - April 2011
Brown Brothers Harriman September 2007 - March 2010
Brown Brothers Harriman April 2006 - August 2007
Sapphire Technologies July 2005 - March 2006
Skills
Corporate Actions, Risk Management, Financial Services, Management, Leadership, Global Marketing, Bloomberg, Securities, Investments, Relationship Management
Education
Boston College 2010 — 2013
Masters of Business Administration
Boston College 2001 — 2005
Bachelor of Arts, Psychology, Communications
Frank Keough's Brown Brothers Harriman Experience 1998 - 1999
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice PresidentState Street Bank2006 - 2008
Investors Bank & Trust 2001 - 2006
Brown Brothers Harriman 1998 - 1999
Ernst & Young 1990 - 1997
Education
Boston College 1982 — 1987
BS, Accounting
Fidelity Investments Vice PresidentState Street Bank2006 - 2008
Investors Bank & Trust 2001 - 2006
Brown Brothers Harriman 1998 - 1999
Ernst & Young 1990 - 1997
Education
Boston College 1982 — 1987
BS, Accounting
Shannon Leung's Brown Brothers Harriman Experience April 2011 - October 2014
Job Operations Associate at Ramius LLC
Industry Financial Services
Experience
Ramius LLC March 2015 - Present
J.P. Morgan October 2014 - March 2015
Brown Brothers Harriman April 2011 - October 2014
The Forum Group August 2010 - April 2011
First American International Bank June 2008 - August 2008
Skills
Outlook, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Fixed Income, Customer Service, Research, Marketing, Strategic Planning, Social Media, Project Management, Event Planning, Business Analysis, Access
Education
State University of New York at Binghamton 2006 — 2010
Bachelor of Science (B.S.), Economics specialization in Finance
Ramius LLC March 2015 - Present
J.P. Morgan October 2014 - March 2015
Brown Brothers Harriman April 2011 - October 2014
The Forum Group August 2010 - April 2011
First American International Bank June 2008 - August 2008
Skills
Outlook, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Fixed Income, Customer Service, Research, Marketing, Strategic Planning, Social Media, Project Management, Event Planning, Business Analysis, Access
Education
State University of New York at Binghamton 2006 — 2010
Bachelor of Science (B.S.), Economics specialization in Finance
Neil Hourihan, CFA's Brown Brothers Harriman Experience June 2000 - December 2003
Job Senior Analyst at Arch Capital Management LLC
Industry Investment Management
Experience
Arch Capital Management LLC April 2012 - Present
Enso Capital Management February 2004 - March 2012
Brown Brothers Harriman June 2000 - December 2003
Education
Boston College 1996 — 2000
BA, Economics
St. John's Preparatory School 1992 — 1996
Arch Capital Management LLC April 2012 - Present
Enso Capital Management February 2004 - March 2012
Brown Brothers Harriman June 2000 - December 2003
Education
Boston College 1996 — 2000
BA, Economics
St. John's Preparatory School 1992 — 1996
Kristen Fava's Brown Brothers Harriman Experience September 1996 - Present
Job ETF Product Head, SVP at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 1996 - Present
Skills
Alternative Investments, Mutual Funds, Equities, Hedge Funds, Fixed Income, Securities, ETFs, Investments, Asset Management
Education
Hamilton College 1990 — 1994
BA, Spanish, Government
Boston College 1998 — 2000
MS, Administrative Studies
Brown Brothers Harriman September 1996 - Present
Skills
Alternative Investments, Mutual Funds, Equities, Hedge Funds, Fixed Income, Securities, ETFs, Investments, Asset Management
Education
Hamilton College 1990 — 1994
BA, Spanish, Government
Boston College 1998 — 2000
MS, Administrative Studies
Dan Holland's Brown Brothers Harriman Experience September 2009 - June 2010
Job Vice President at Providence Equity Partners
Industry Investment Management
Experience
Providence Equity Partners July 2012 - Present
Mad River Investors September 2010 - June 2012
Brown Brothers Harriman September 2009 - June 2010
Brown Brothers Harriman June 2007 - September 2009
Goldman Sachs June 2006 - August 2006
Skills
Business Development, Investor Relations, Alternative Investments, Private Equity, Credit, Hedge Funds, Fund Of Funds, Financial Services, Investments, Equities, Fixed Income, Derivatives, Trading, Management, CRM, Corporate Actions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSF, Masters in Finance
Boston College 2003 — 2007
BS, Finance
Providence Equity Partners July 2012 - Present
Mad River Investors September 2010 - June 2012
Brown Brothers Harriman September 2009 - June 2010
Brown Brothers Harriman June 2007 - September 2009
Goldman Sachs June 2006 - August 2006
Skills
Business Development, Investor Relations, Alternative Investments, Private Equity, Credit, Hedge Funds, Fund Of Funds, Financial Services, Investments, Equities, Fixed Income, Derivatives, Trading, Management, CRM, Corporate Actions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSF, Masters in Finance
Boston College 2003 — 2007
BS, Finance
Greg Solomon's Brown Brothers Harriman Experience May 2013 - April 2015
Job AVP, AML Compliance at Credit Suisse
Industry Banking
Experience
Credit Suisse April 2015 - Present
Brown Brothers Harriman May 2013 - April 2015
Commerzbank AG October 2012 - May 2013
American Express October 2011 - August 2012
Barclays Capital January 2011 - October 2011
Barclays Capital December 2008 - January 2011
Skills
Anti Money Laundering, Surveillance, Securities, Suspicious Activity..., SWIFT messaging, Financial Intelligence, Correspondent Banking, Financial Services, Electronic Funds..., Bank Secrecy Act, OFAC, USA PATRIOT Act, Actimize, Economic Sanctions, AML, Clearing Houses, FinCEN, Certified Anti-Money..., Bloomberg Terminal, Fraud Detection, Fedwire, ACH, Hyperion Interactive..., Financial Analysis, Sanction, Business Analysis, Banking, Risk Management, Investment Banking, Financial Risk, Capital Markets
Education
Boston College
BA, Economics
Credit Suisse April 2015 - Present
Brown Brothers Harriman May 2013 - April 2015
Commerzbank AG October 2012 - May 2013
American Express October 2011 - August 2012
Barclays Capital January 2011 - October 2011
Barclays Capital December 2008 - January 2011
Skills
Anti Money Laundering, Surveillance, Securities, Suspicious Activity..., SWIFT messaging, Financial Intelligence, Correspondent Banking, Financial Services, Electronic Funds..., Bank Secrecy Act, OFAC, USA PATRIOT Act, Actimize, Economic Sanctions, AML, Clearing Houses, FinCEN, Certified Anti-Money..., Bloomberg Terminal, Fraud Detection, Fedwire, ACH, Hyperion Interactive..., Financial Analysis, Sanction, Business Analysis, Banking, Risk Management, Investment Banking, Financial Risk, Capital Markets
Education
Boston College
BA, Economics
Lawrence Ellenberg's Brown Brothers Harriman Experience November 1990 - Present
Job Senior Vice President, FX
Industry Financial Services
Experience
Brown Brothers Harriman November 1990 - Present
Skills
FX, FX Options, Equities, Options, Electronic Trading, Series 63, Trading, Series 7, Equity Research, Banking
Education
Binghamton University
Economics
Brown Brothers Harriman November 1990 - Present
Skills
FX, FX Options, Equities, Options, Electronic Trading, Series 63, Trading, Series 7, Equity Research, Banking
Education
Binghamton University
Economics
Al Minahan's Brown Brothers Harriman Experience June 2011 - August 2011
Job Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies July 2014 - Present
EY August 2012 - June 2014
RBS Global Banking & Markets August 2011 - February 2012
Brown Brothers Harriman June 2011 - August 2011
Education
Boston College 2008 — 2012
BS, Finance and Accounting
Jefferies July 2014 - Present
EY August 2012 - June 2014
RBS Global Banking & Markets August 2011 - February 2012
Brown Brothers Harriman June 2011 - August 2011
Education
Boston College 2008 — 2012
BS, Finance and Accounting
Stephanie Thomas, CPA's Brown Brothers Harriman Experience October 2005 - April 2012
Job
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Bank of America July 2012 - Present
Bank of America March 2015 - May 2015
Brown Brothers Harriman October 2005 - April 2012
Investment Technology Group (ITG) Inc January 2000 - September 2005
Deloitte December 1997 - December 1999
Prudential Financial January 1994 - November 1997
Education
Binghamton University - School of Management 1989 — 1993
Bachelors of Science
JPMorgan Chase & Co. May 2015 - Present
Bank of America July 2012 - Present
Bank of America March 2015 - May 2015
Brown Brothers Harriman October 2005 - April 2012
Investment Technology Group (ITG) Inc January 2000 - September 2005
Deloitte December 1997 - December 1999
Prudential Financial January 1994 - November 1997
Education
Binghamton University - School of Management 1989 — 1993
Bachelors of Science
Shelby Regan's Brown Brothers Harriman Experience June 2010 - Present
Job Corporate Actions at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2010 - Present
Skills
Fixed Income
Education
Boston College 2006 — 2010
Bachelors, Mathematics and Economics
Brown Brothers Harriman June 2010 - Present
Skills
Fixed Income
Education
Boston College 2006 — 2010
Bachelors, Mathematics and Economics
Eric Seaberg's Brown Brothers Harriman Experience August 2000 - Present
Job VP, Client Service Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2000 - Present
Skills
Mutual Funds, Financial Services, Bloomberg, Fixed Income, Securities, Investments, Hedge Funds, Relationship Management, Equities, Asset Allocation, Portfolio Management, Derivatives, Fund Administration
Education
Boston College 2009 — 2010
Master of Science (M.S.), Finance, General
Boston College 2005 — 2009
Master of Business Administration (M.B.A.)
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Brown Brothers Harriman August 2000 - Present
Skills
Mutual Funds, Financial Services, Bloomberg, Fixed Income, Securities, Investments, Hedge Funds, Relationship Management, Equities, Asset Allocation, Portfolio Management, Derivatives, Fund Administration
Education
Boston College 2009 — 2010
Master of Science (M.S.), Finance, General
Boston College 2005 — 2009
Master of Business Administration (M.B.A.)
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Economics
John Tetreault IV's Brown Brothers Harriman Experience March 2014 - November 2014
Job Senior Associate Risk, Audit, and Reporting Team at Income Research + Management
Industry Financial Services
Experience
Income Research + Management November 2014 - Present
Brown Brothers Harriman March 2014 - November 2014
Brown Brothers Harriman August 2012 - March 2014
Brown Brothers Harriman April 2010 - August 2012
Brown Brothers Harriman March 2007 - April 2010
State Street May 2005 - March 2007
State Street October 2003 - May 2005
Skills
Equities, Mutual Funds, Fixed Income, Bloomberg, Investments, Securities, Financial Services, Hedge Funds, Derivatives
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Finance, General, 3.469
Income Research + Management November 2014 - Present
Brown Brothers Harriman March 2014 - November 2014
Brown Brothers Harriman August 2012 - March 2014
Brown Brothers Harriman April 2010 - August 2012
Brown Brothers Harriman March 2007 - April 2010
State Street May 2005 - March 2007
State Street October 2003 - May 2005
Skills
Equities, Mutual Funds, Fixed Income, Bloomberg, Investments, Securities, Financial Services, Hedge Funds, Derivatives
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Finance, General, 3.469
Elisha M Hunter's Brown Brothers Harriman Experience May 2008 - Present
Job KYC / Holdsheet Admin / Database Management Group at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2008 - Present
BROWN BROTHERS HARRIMAN & CO May 2008 - Present
PRUDENTIAL BACHE COMMODITIES LLC May 2007 - May 2008
Bank of America December 2005 - December 2006
Skills
Finance, Financial Risk, Credit, Payments, Accounting, Trading, Investments, FX Options, KYC, Banking, Operations Management
Education
Berkeley College
Bachelor of Business Administration Degree, Focus Business Management
Brown Brothers Harriman May 2008 - Present
BROWN BROTHERS HARRIMAN & CO May 2008 - Present
PRUDENTIAL BACHE COMMODITIES LLC May 2007 - May 2008
Bank of America December 2005 - December 2006
Skills
Finance, Financial Risk, Credit, Payments, Accounting, Trading, Investments, FX Options, KYC, Banking, Operations Management
Education
Berkeley College
Bachelor of Business Administration Degree, Focus Business Management
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation