Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Jessica Minzola Jessica Minzola's Brown Brothers Harriman Experience June 2013 - August 2013
Job Advisory Experienced Associate at PwC
Industry Consumer Goods
Experience
PwC August 2014 - Present
Student Athlete Support Services February 2013 - August 2014
U.S. Department of State September 2013 - December 2013
Brown Brothers Harriman June 2013 - August 2013
Sage Systems September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Prezi, English, Public Speaking, Analysis
Education
Boston University 2010 — 2014
Bachelor's degree, Business Administration and Management, General/ Anthropology
PwC August 2014 - Present
Student Athlete Support Services February 2013 - August 2014
U.S. Department of State September 2013 - December 2013
Brown Brothers Harriman June 2013 - August 2013
Sage Systems September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Prezi, English, Public Speaking, Analysis
Education
Boston University 2010 — 2014
Bachelor's degree, Business Administration and Management, General/ Anthropology
Yutaka Higashiyama Yutaka Higashiyama's Brown Brothers Harriman Experience June 2013 - July 2013
Job Mitsubishi Research Institute, Inc Strategic Consulting Assistant
Industry Financial Services
Experience
Mitsubishi Research Institute, Inc June 2014 - Present
Mizuho Financial Group August 2013 - August 2013
Brown Brothers Harriman June 2013 - July 2013
Sumiya April 2012 - December 2012
HSBC March 2011 - March 2011
Skills
Mac, Microsoft Office, Scuba Diving, M&A Modeling, Balance Sheet Review, Project Planning, Portfolio Optimization, Wealth Management..., Company Valuation, Stock Valuation, Chinese, Japanese, English
Education
Sophia University 2011 — 2015
Economics Finance, Bachelor of Science (BS)(3.64/4)
Boston College 2012 — 2013
Finance, General, Bachelor of Science (BS)
Mitsubishi Research Institute, Inc June 2014 - Present
Mizuho Financial Group August 2013 - August 2013
Brown Brothers Harriman June 2013 - July 2013
Sumiya April 2012 - December 2012
HSBC March 2011 - March 2011
Skills
Mac, Microsoft Office, Scuba Diving, M&A Modeling, Balance Sheet Review, Project Planning, Portfolio Optimization, Wealth Management..., Company Valuation, Stock Valuation, Chinese, Japanese, English
Education
Sophia University 2011 — 2015
Economics Finance, Bachelor of Science (BS)(3.64/4)
Boston College 2012 — 2013
Finance, General, Bachelor of Science (BS)
JARED MENGISTAB's Brown Brothers Harriman Experience November 2014 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman November 2014 - Present
Boston Financial Investment Management June 2014 - August 2014
Boston University Office of Residence Life May 2012 - August 2014
Agganis Arena at Boston University August 2013 - June 2014
Strategies for Children February 2014 - May 2014
Boston University Office of Orientation March 2011 - September 2011
Skills
Microsoft Office, Management, Program Management, Telephone Skills, Databases, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Public Speaking, Accounting, Social Media, Financial Analysis, Teamwork, Leadership, Event Planning, Data Analysis, Outlook, Budgets, Project Management, Access, Analysis, Nonprofits, Time Management
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Concentration in Accounting and Business Law
Brown Brothers Harriman November 2014 - Present
Boston Financial Investment Management June 2014 - August 2014
Boston University Office of Residence Life May 2012 - August 2014
Agganis Arena at Boston University August 2013 - June 2014
Strategies for Children February 2014 - May 2014
Boston University Office of Orientation March 2011 - September 2011
Skills
Microsoft Office, Management, Program Management, Telephone Skills, Databases, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Public Speaking, Accounting, Social Media, Financial Analysis, Teamwork, Leadership, Event Planning, Data Analysis, Outlook, Budgets, Project Management, Access, Analysis, Nonprofits, Time Management
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Concentration in Accounting and Business Law
Joseph Smecker Joseph Smecker's Brown Brothers Harriman Experience 2007 - 2008
Job Manager of WWMG Cardiology Practice for NW Hosp/ UW
Industry Hospital & Health Care
Experience
Northwest Hospital & Medical Center August 2013 - Present
Washington Autism Alliance and Advocacy June 2013 - Present
Harvard Partners November 2012 - August 2013
Group Health Cooperative June 2012 - September 2012
Northwest Eye Surgeons June 2011 - January 2012
Polyclinic February 2008 - October 2010
Brown Brothers Harriman 2007 - 2008
Washington County Mental Health Services 2003 - 2007
Skills
Healthcare Management, Clinical Research, Healthcare, Medical Coding, Training, Epic Systems, EMR, Hospitals, Management, Customer Service, Medical Terminology, Health Policy, Medicare, Home Care, Health Insurance, EHR, Revenue Cycle, Healthcare Consulting, Nonprofits, Healthcare Information..., Quality Improvement
Education
University of Washington 2011 — 2013
Masters, Health Administration
Boston University
Additional Graduate Studies in Comparative Economics and Governmental Environments
University of Vermont 2002 — 2006
Bachelors of Science, Business Administration
Griffith University
Study Abroad Program - Gold Coast, Australia
Northwest Hospital & Medical Center August 2013 - Present
Washington Autism Alliance and Advocacy June 2013 - Present
Harvard Partners November 2012 - August 2013
Group Health Cooperative June 2012 - September 2012
Northwest Eye Surgeons June 2011 - January 2012
Polyclinic February 2008 - October 2010
Brown Brothers Harriman 2007 - 2008
Washington County Mental Health Services 2003 - 2007
Skills
Healthcare Management, Clinical Research, Healthcare, Medical Coding, Training, Epic Systems, EMR, Hospitals, Management, Customer Service, Medical Terminology, Health Policy, Medicare, Home Care, Health Insurance, EHR, Revenue Cycle, Healthcare Consulting, Nonprofits, Healthcare Information..., Quality Improvement
Education
University of Washington 2011 — 2013
Masters, Health Administration
Boston University
Additional Graduate Studies in Comparative Economics and Governmental Environments
University of Vermont 2002 — 2006
Bachelors of Science, Business Administration
Griffith University
Study Abroad Program - Gold Coast, Australia
Peter Kaizer's Brown Brothers Harriman Experience July 2007 - June 2010
Job Commercial Loan Portfolio Manager at The Cape Cod Five Cents Savings Bank
Industry Real Estate
Experience
The Cape Cod Five Cents Savings Bank May 2014 - Present
Windwalker Real Estate September 2012 - April 2014
Brown Brothers Harriman July 2007 - June 2010
Nantucket Island Resorts July 2006 - August 2006
Massachusetts State Senate June 2006 - June 2006
Skills
Alternative Investments, Asset Managment, Real Estate, Investments, Financial Analysis, Financial Modeling, Finance, Investment Properties, Mutual Funds, Institutional..., Microsoft Excel, Real Estate Development, Corporate Finance, Accounting, Due Diligence, Financial Reporting, Market Research, Budgets, Risk Management, Market Analysis, Asset Management, Real Estate Economics, Portfolio Management, Hedge Funds
Education
Boston College - Carroll School of Management 2003 — 2007
B.S., Business Management, Economics, Finance
The Cape Cod Five Cents Savings Bank May 2014 - Present
Windwalker Real Estate September 2012 - April 2014
Brown Brothers Harriman July 2007 - June 2010
Nantucket Island Resorts July 2006 - August 2006
Massachusetts State Senate June 2006 - June 2006
Skills
Alternative Investments, Asset Managment, Real Estate, Investments, Financial Analysis, Financial Modeling, Finance, Investment Properties, Mutual Funds, Institutional..., Microsoft Excel, Real Estate Development, Corporate Finance, Accounting, Due Diligence, Financial Reporting, Market Research, Budgets, Risk Management, Market Analysis, Asset Management, Real Estate Economics, Portfolio Management, Hedge Funds
Education
Boston College - Carroll School of Management 2003 — 2007
B.S., Business Management, Economics, Finance
Marcella Sifnugel's Brown Brothers Harriman Experience September 2015 - Present
Job At Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2015 - Present
Brown Brothers Harriman November 2014 - Present
Saluti Cahn October 2013 - November 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Facebook
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Philosophy
Boston Latin School 2003 — 2009
Brown Brothers Harriman September 2015 - Present
Brown Brothers Harriman November 2014 - Present
Saluti Cahn October 2013 - November 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Facebook
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Philosophy
Boston Latin School 2003 — 2009
Steve Galante's Brown Brothers Harriman Experience June 1999 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 1999 - Present
Pan Massachusetts Challenge August 2009 - August 2015
Skills
Fund Accounting, Business Analysis, Project Management, Vendor Management, Global Custody, PowerPoint, Financial Services, Bloomberg, Mutual Funds, Portfolio Management, Securities, Management, Corporate Actions, Finance, Equities
Education
Boston College 1995 — 1999
BA, Sociology
Malden Catholic HS 1991 — 1995
Brown Brothers Harriman June 1999 - Present
Pan Massachusetts Challenge August 2009 - August 2015
Skills
Fund Accounting, Business Analysis, Project Management, Vendor Management, Global Custody, PowerPoint, Financial Services, Bloomberg, Mutual Funds, Portfolio Management, Securities, Management, Corporate Actions, Finance, Equities
Education
Boston College 1995 — 1999
BA, Sociology
Malden Catholic HS 1991 — 1995
Harry Roberson Harry Roberson's Brown Brothers Harriman Experience May 1994 - May 1999
Job Senior Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation June 2014 - Present
Wipro Technologies June 2013 - 2013
State Street Bank July 2007 - June 2012
Investors Bank & Trust May 1999 - June 2007
Brown Brothers Harriman May 1994 - May 1999
Skills
Executive Management, Relationship Management, Client Service Oriented, Team Management, Investment Operations, Operations Management, Operational Risk, Fund Accounting and..., Global Custody
Education
Boston College - Carroll School of Management 1989 — 1993
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1982 — 1985
Bachelor of Arts (BA), Economics
Northern Trust Corporation June 2014 - Present
Wipro Technologies June 2013 - 2013
State Street Bank July 2007 - June 2012
Investors Bank & Trust May 1999 - June 2007
Brown Brothers Harriman May 1994 - May 1999
Skills
Executive Management, Relationship Management, Client Service Oriented, Team Management, Investment Operations, Operations Management, Operational Risk, Fund Accounting and..., Global Custody
Education
Boston College - Carroll School of Management 1989 — 1993
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1982 — 1985
Bachelor of Arts (BA), Economics
Sree Lenhart's Brown Brothers Harriman Experience August 2005 - August 2006
Job Associate Global Brand Manager at Hasbro
Industry Marketing and Advertising
Experience
Hasbro August 2012 - Present
Burst.it September 2011 - December 2011
CNBC June 2011 - August 2011
KLS Professional Advisors February 2008 - June 2010
JP Morgan Chase August 2006 - February 2008
Brown Brothers Harriman August 2005 - August 2006
Skills
Product Management, Competitive Analysis, Product Development, Mobile Devices, Marketing, Financial Analysis, Valuation, Bloomberg, Equities, Private Equity, Alternative Investments, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Masters in Business Administration, Marketing
Bucknell University 2001 — 2005
BS, Business Administration
University of Sevilla 2003 — 2003
Spanish Language
Hasbro August 2012 - Present
Burst.it September 2011 - December 2011
CNBC June 2011 - August 2011
KLS Professional Advisors February 2008 - June 2010
JP Morgan Chase August 2006 - February 2008
Brown Brothers Harriman August 2005 - August 2006
Skills
Product Management, Competitive Analysis, Product Development, Mobile Devices, Marketing, Financial Analysis, Valuation, Bloomberg, Equities, Private Equity, Alternative Investments, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Masters in Business Administration, Marketing
Bucknell University 2001 — 2005
BS, Business Administration
University of Sevilla 2003 — 2003
Spanish Language
Drew Lessard Drew Lessard's Brown Brothers Harriman Experience September 2004 - January 2006
Job Vice President of Operations at Inquiri
Industry Computer Software
Experience
Inquiri June 2015 - Present
Collected May 2014 - Present
Direct Energy Business Services July 2012 - June 2013
Direct Energy Business Services February 2011 - July 2012
Go-Op LLC 2010 - 2011
FedEx Ground July 2008 - July 2009
Kantar Retail January 2007 - June 2008
Kantar Retail January 2006 - January 2007
Brown Brothers Harriman September 2004 - January 2006
Skills
Strategy, Leadership, Strategic Planning, Data Analysis, Team Building, Early-stage Startups, Business Development, Marketing Strategy, Inbound Lead Generation, Collaboration, Forecasting, Program Management, Sustainability, Financial Modeling, Product Development, Customer Engagement, Management
Education
Duquesne University 2009 — 2010
Master of Business Administration (M.B.A.), Sustainability
Boston University 2002 — 2004
Master's Degree, Economics
Boston University 2000 — 2004
Bachelor's Degree, Economics
Inquiri June 2015 - Present
Collected May 2014 - Present
Direct Energy Business Services July 2012 - June 2013
Direct Energy Business Services February 2011 - July 2012
Go-Op LLC 2010 - 2011
FedEx Ground July 2008 - July 2009
Kantar Retail January 2007 - June 2008
Kantar Retail January 2006 - January 2007
Brown Brothers Harriman September 2004 - January 2006
Skills
Strategy, Leadership, Strategic Planning, Data Analysis, Team Building, Early-stage Startups, Business Development, Marketing Strategy, Inbound Lead Generation, Collaboration, Forecasting, Program Management, Sustainability, Financial Modeling, Product Development, Customer Engagement, Management
Education
Duquesne University 2009 — 2010
Master of Business Administration (M.B.A.), Sustainability
Boston University 2002 — 2004
Master's Degree, Economics
Boston University 2000 — 2004
Bachelor's Degree, Economics
Xuan (Sharon) Yu, CFA, CIA Xuan (Sharon) Yu, CFA, CIA's Brown Brothers Harriman Experience June 2000 - August 2001
Job Investment & Treasury Professional
Industry Investment Management
Experience
Intel Corporation October 2007 - Present
DTE of MA State August 2001 - March 2005
Brown Brothers Harriman June 2000 - August 2001
China Merchants Bank June 1997 - September 1999
Skills
Treasury Management, Financial Modeling, Financial Analysis, Cash Management, Fixed Income, Trading, Bloomberg, Foreign Exchange, Equity Trading, Equity Derivatives, Capital Markets, Portfolio Management, Valuation, Investments, Options, Hedge Funds, Corporate Finance, Credit, Money Market, Derivatives, Equities, Financial Risk, Finance, Risk Management, Management, Hedging, Analysis, Investment Banking, Treasury, Mergers & Acquisitions, Due Diligence, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2001
Master's degree
Shenzhen University 1993 — 1997
Yucai high school
Intel Corporation October 2007 - Present
DTE of MA State August 2001 - March 2005
Brown Brothers Harriman June 2000 - August 2001
China Merchants Bank June 1997 - September 1999
Skills
Treasury Management, Financial Modeling, Financial Analysis, Cash Management, Fixed Income, Trading, Bloomberg, Foreign Exchange, Equity Trading, Equity Derivatives, Capital Markets, Portfolio Management, Valuation, Investments, Options, Hedge Funds, Corporate Finance, Credit, Money Market, Derivatives, Equities, Financial Risk, Finance, Risk Management, Management, Hedging, Analysis, Investment Banking, Treasury, Mergers & Acquisitions, Due Diligence, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2001
Master's degree
Shenzhen University 1993 — 1997
Yucai high school
Derek Pratt Derek Pratt's Brown Brothers Harriman Experience 1994 - 1997
Job
Industry Financial Services
Experience
Citisoft July 2011 - Present
XL Capital January 2005 - June 2011
Putnam Investments 2001 - 2004
Thomson Financial 1997 - 2001
Brown Brothers Harriman 1994 - 1997
Skills
Investments, Management, Fixed Income, Leadership, Data Management, Investment Management, Finance, Asset Management, Financial Services, Equities, Hedge Funds, Portfolio Management, Strategy, Risk Management, Trading Systems, Financial Markets, Program Management, Business Analysis, Data Governance, Securities, Trading, Banking, Project Management, Derivatives, Mutual Funds, Change Management, Capital Markets, Alternative Investments, Market Data, Fund Accounting, SDLC, Bloomberg, Insurance, Reporting & Analysis, Executive Reporting, Financial Reporting, Performance Reporting, Reporting Systems, ETF
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Saint Michael's College
Citisoft July 2011 - Present
XL Capital January 2005 - June 2011
Putnam Investments 2001 - 2004
Thomson Financial 1997 - 2001
Brown Brothers Harriman 1994 - 1997
Skills
Investments, Management, Fixed Income, Leadership, Data Management, Investment Management, Finance, Asset Management, Financial Services, Equities, Hedge Funds, Portfolio Management, Strategy, Risk Management, Trading Systems, Financial Markets, Program Management, Business Analysis, Data Governance, Securities, Trading, Banking, Project Management, Derivatives, Mutual Funds, Change Management, Capital Markets, Alternative Investments, Market Data, Fund Accounting, SDLC, Bloomberg, Insurance, Reporting & Analysis, Executive Reporting, Financial Reporting, Performance Reporting, Reporting Systems, ETF
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Saint Michael's College
Brian Confrey's Brown Brothers Harriman Experience February 2008 - August 2009
Job Tax Credit Investment Advisory Services at EY
Industry Renewables & Environment
Experience
EY September 2012 - Present
Commonwealth of Massachusetts – Superior Court January 2012 - April 2012
U.S. Department of the Interior, Office of the Solicitor September 2011 - December 2011
McGregor & Associates May 2011 - August 2011
Commonwealth of Massachusetts, Division of Capital Asset Management May 2010 - August 2010
Brown Brothers Harriman February 2008 - August 2009
Skills
Legal Writing, Research, Analysis, Tax, Legal Research, Microsoft Excel, Document Review, Financial Analysis, Financial Modeling
Education
Boston College Law School 2009 — 2012
Doctor of Law (J.D.)
Providence College 2003 — 2007
Bachelor of Arts, Mathematics with a minor in Economics
EY September 2012 - Present
Commonwealth of Massachusetts – Superior Court January 2012 - April 2012
U.S. Department of the Interior, Office of the Solicitor September 2011 - December 2011
McGregor & Associates May 2011 - August 2011
Commonwealth of Massachusetts, Division of Capital Asset Management May 2010 - August 2010
Brown Brothers Harriman February 2008 - August 2009
Skills
Legal Writing, Research, Analysis, Tax, Legal Research, Microsoft Excel, Document Review, Financial Analysis, Financial Modeling
Education
Boston College Law School 2009 — 2012
Doctor of Law (J.D.)
Providence College 2003 — 2007
Bachelor of Arts, Mathematics with a minor in Economics
Tamara Zaichkowsky Tamara Zaichkowsky's Brown Brothers Harriman Experience September 2012 - March 2014
Job Capacity Management Director at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. April 2015 - Present
Santander Bank, N.A. March 2014 - March 2015
Brown Brothers Harriman September 2012 - March 2014
Brown Brothers Harriman March 2008 - August 2012
State Street June 2007 - March 2008
Investors Bank & Trust May 2006 - June 2007
Oxford Bioscience Partners 2005 - 2006
United Nations 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Business Strategy, Corporate Finance, Project Management, Strategic Planning, Software Development, Product Development, Innovation, Statistical Modeling, Technical Leadership, Data Analysis, Marketing Research, Research Design, Quantitative Research, Alternative Investments, International Tax..., Derivatives, Technical Product..., CDO, Private Equity, Hedge Funds, Emerging Markets, Equities, Quantitative Analytics, Risk Management, Fixed Income, Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 2011 — 2012
Master of Business Administration (M.B.A.)
Boston University 2006 — 2008
Master of Science (M.S.), Mathematical Finance
University of New Hampshire 2003 — 2004
Bachelor of Science (B.S.), Veterinary Medicine and Biostatistics
The Johns Hopkins University 1999 — 2003
Bachelor of Science (B.S.), Chemical and Biomolecular Engineering
Boston College
Business Development
Santander Bank, N.A. April 2015 - Present
Santander Bank, N.A. March 2014 - March 2015
Brown Brothers Harriman September 2012 - March 2014
Brown Brothers Harriman March 2008 - August 2012
State Street June 2007 - March 2008
Investors Bank & Trust May 2006 - June 2007
Oxford Bioscience Partners 2005 - 2006
United Nations 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Business Strategy, Corporate Finance, Project Management, Strategic Planning, Software Development, Product Development, Innovation, Statistical Modeling, Technical Leadership, Data Analysis, Marketing Research, Research Design, Quantitative Research, Alternative Investments, International Tax..., Derivatives, Technical Product..., CDO, Private Equity, Hedge Funds, Emerging Markets, Equities, Quantitative Analytics, Risk Management, Fixed Income, Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 2011 — 2012
Master of Business Administration (M.B.A.)
Boston University 2006 — 2008
Master of Science (M.S.), Mathematical Finance
University of New Hampshire 2003 — 2004
Bachelor of Science (B.S.), Veterinary Medicine and Biostatistics
The Johns Hopkins University 1999 — 2003
Bachelor of Science (B.S.), Chemical and Biomolecular Engineering
Boston College
Business Development
Emily Simpson's Brown Brothers Harriman Experience December 2013 - Present
Job Senior Investment Tax Analyst at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman December 2013 - Present
Deloitte August 2012 - December 2013
Deloitte October 2010 - July 2012
Deloitte June 2009 - August 2009
Skills
Tax Accounting, Corporate Tax, International Tax, Alternative Investments, Private Equity, Hedge Funds, Partnership Tax Returns, Private Clients, External Audit, Finance
Education
Boston University 2006 — 2010
BS - Bachelor of Science in Business Administration, Accounting and Finance, Cum Laude
Enrolled Agent
Internal Revenue Service
Brown Brothers Harriman December 2013 - Present
Deloitte August 2012 - December 2013
Deloitte October 2010 - July 2012
Deloitte June 2009 - August 2009
Skills
Tax Accounting, Corporate Tax, International Tax, Alternative Investments, Private Equity, Hedge Funds, Partnership Tax Returns, Private Clients, External Audit, Finance
Education
Boston University 2006 — 2010
BS - Bachelor of Science in Business Administration, Accounting and Finance, Cum Laude
Enrolled Agent
Internal Revenue Service
Frank Vitiello Frank Vitiello's Brown Brothers Harriman Experience April 2015 - July 2015
Job Client Service Manager Alternative Investments at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - July 2015
LABUR January 2015 - April 2015
Cambridge Associates 2008 - April 2014
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2008
JP Morgan Chase 2000 - 2005
State Street 1990 - 2000
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Equities, Investments, Bloomberg, Fund Accounting, Private Equity, Asset Management, Securities, Fund Administration, Portfolio Management, Financial Services, Accounting, Financial Risk, Auditing, Internal Controls, ETFs, Management, Leadership, Business Development, Insurance, Swaps, Options, Futures, Quality Assurance, Derivatives, Fund Of Funds, Finance, Cash Management, Valuation, Financial Analysis, Risk Management, FX Options, Financial Reporting, Financial Modeling, Back Office, Middle Office, Banking, Due Diligence, Internal Audit, Account Reconciliation, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
Masters in Finance
Saint Michael's College 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Brown Brothers Harriman April 2015 - July 2015
LABUR January 2015 - April 2015
Cambridge Associates 2008 - April 2014
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2008
JP Morgan Chase 2000 - 2005
State Street 1990 - 2000
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Equities, Investments, Bloomberg, Fund Accounting, Private Equity, Asset Management, Securities, Fund Administration, Portfolio Management, Financial Services, Accounting, Financial Risk, Auditing, Internal Controls, ETFs, Management, Leadership, Business Development, Insurance, Swaps, Options, Futures, Quality Assurance, Derivatives, Fund Of Funds, Finance, Cash Management, Valuation, Financial Analysis, Risk Management, FX Options, Financial Reporting, Financial Modeling, Back Office, Middle Office, Banking, Due Diligence, Internal Audit, Account Reconciliation, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
Masters in Finance
Saint Michael's College 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Angela Lannin Angela Lannin's Brown Brothers Harriman Experience August 1999 - April 2004
Job Regional Product Manager at Omgeo
Industry Computer Software
Experience
Omgeo February 2013 - Present
Omgeo September 2008 - January 2013
Omgeo July 2007 - September 2008
Investors Bank & Trust Co April 2004 - July 2007
Investors Bank & Trust June 2005 - December 2006
Investors Bank & Trust April 2004 - June 2005
Brown Brothers Harriman August 1999 - April 2004
Skills
Requirements Gathering, Product Management, Quality Assurance, Integration, Leadership, Team Management, Cross-functional Team..., Business Requirements, Management, SDLC, Business Analysis, Software Project..., Requirements Analysis, Financial Services, Project Management
Education
Boston University 2005 — 2005
Certificate in Applied Project Management, Project Management
Suffolk University 2002 — 2002
University of Massachusetts, Amherst 1995 — 1997
Elementary Education Certification, Elementary Education and Teaching
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science, Speech Pathology
Omgeo February 2013 - Present
Omgeo September 2008 - January 2013
Omgeo July 2007 - September 2008
Investors Bank & Trust Co April 2004 - July 2007
Investors Bank & Trust June 2005 - December 2006
Investors Bank & Trust April 2004 - June 2005
Brown Brothers Harriman August 1999 - April 2004
Skills
Requirements Gathering, Product Management, Quality Assurance, Integration, Leadership, Team Management, Cross-functional Team..., Business Requirements, Management, SDLC, Business Analysis, Software Project..., Requirements Analysis, Financial Services, Project Management
Education
Boston University 2005 — 2005
Certificate in Applied Project Management, Project Management
Suffolk University 2002 — 2002
University of Massachusetts, Amherst 1995 — 1997
Elementary Education Certification, Elementary Education and Teaching
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science, Speech Pathology
Eric P. Van Allen Eric P. Van Allen's Brown Brothers Harriman Experience March 2014 - February 2015
Job Executive Director, Compliance & Operational Risk Control at UBS Asset Management
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - February 2015
Morgan Stanley Wealth Management May 2013 - February 2014
Morgan Stanley International Wealth Management April 2011 - April 2013
Morgan Stanley Wealth Management June 2007 - March 2011
Morgan Stanley September 2006 - May 2007
Morgan Stanley Wealth Management August 2004 - August 2006
American Stock Exchange April 2003 - August 2004
US Securities and Exchange Commission September 1999 - April 2003
Education
Boston College Law School 1996 — 1999
J.D.
University of California, Berkeley 1989 — 1994
B.S., Industrial Engineering and Operations Research
Brown Brothers Harriman March 2014 - February 2015
Morgan Stanley Wealth Management May 2013 - February 2014
Morgan Stanley International Wealth Management April 2011 - April 2013
Morgan Stanley Wealth Management June 2007 - March 2011
Morgan Stanley September 2006 - May 2007
Morgan Stanley Wealth Management August 2004 - August 2006
American Stock Exchange April 2003 - August 2004
US Securities and Exchange Commission September 1999 - April 2003
Education
Boston College Law School 1996 — 1999
J.D.
University of California, Berkeley 1989 — 1994
B.S., Industrial Engineering and Operations Research
Julie Condon's Brown Brothers Harriman Experience February 2005 - Present
Job Global Cash Services Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2005 - Present
State Street 2004 - 2005
Skills
Baking, Cooking, Customer Service, Hostesses
Education
The Cambridge School of Culinary Arts 2012 — 2013
Certificate, Culinary Arts/Chef Training
Boston University 1999 — 2003
Bachelor of Arts (B.A.), Mathematics
Brown Brothers Harriman February 2005 - Present
State Street 2004 - 2005
Skills
Baking, Cooking, Customer Service, Hostesses
Education
The Cambridge School of Culinary Arts 2012 — 2013
Certificate, Culinary Arts/Chef Training
Boston University 1999 — 2003
Bachelor of Arts (B.A.), Mathematics
Anderson (Nick) Ferring Anderson (Nick) Ferring's Brown Brothers Harriman Experience October 2007 - June 2010
Job Vice President of Business Development at PLZ Aeroscience
Industry Consumer Goods
Experience
PLZ Aeroscience February 2015 - Present
PLZ Aeroscience; Canadian Division/KG Spray-Pak June 2013 - Present
PLZ Aeroscience; Canadian Divison/K-G Spray-Pak November 2012 - June 2013
PLZ Aeroscience; Canadian Divison/K-G Spray-Pak April 2012 - November 2012
Boston College September 2010 - May 2012
Brown Brothers Harriman October 2007 - June 2010
Brown Brothers Harriman April 2006 - October 2007
Skills
Sales Operations, Market Research, Management, Team Leadership, Product Development, Sales Management, Operations Management, Budgets, Marketing, Packaging, Organizational..., Personal Care, SharePoint, Analysis, Contract Manufacturing, Private Label, Security Audits, Aerosol, Aerosol Science, SAP, Sales, Strategic Planning, Leadership, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Leadership and Management
Bucknell University 2001 — 2005
Bachelor of Arts, Economics, Political Science
Mary Institute and St. Louis Country Day School 1998 — 2001
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
PLZ Aeroscience February 2015 - Present
PLZ Aeroscience; Canadian Division/KG Spray-Pak June 2013 - Present
PLZ Aeroscience; Canadian Divison/K-G Spray-Pak November 2012 - June 2013
PLZ Aeroscience; Canadian Divison/K-G Spray-Pak April 2012 - November 2012
Boston College September 2010 - May 2012
Brown Brothers Harriman October 2007 - June 2010
Brown Brothers Harriman April 2006 - October 2007
Skills
Sales Operations, Market Research, Management, Team Leadership, Product Development, Sales Management, Operations Management, Budgets, Marketing, Packaging, Organizational..., Personal Care, SharePoint, Analysis, Contract Manufacturing, Private Label, Security Audits, Aerosol, Aerosol Science, SAP, Sales, Strategic Planning, Leadership, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Leadership and Management
Bucknell University 2001 — 2005
Bachelor of Arts, Economics, Political Science
Mary Institute and St. Louis Country Day School 1998 — 2001
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Donna Touhey's Brown Brothers Harriman Experience August 2014 - Present
Job AVP Internal Audit at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman August 2014 - Present
Brown Brothers Harriman July 2011 - August 2014
Brown Brothers Harriman November 2009 - July 2011
Brown Brothers Harriman November 2006 - November 2009
Brown Brothers Harriman December 2005 - November 2006
Skills
Risk Management, Financial Analysis, Business Analysis, Finance, Customer Service, Accounting, Process Improvement, Financial Reporting, Analysis, Financial Services, Fixed Income, Microsoft Word
Education
Boston University 1999 — 2003
Brown Brothers Harriman August 2014 - Present
Brown Brothers Harriman July 2011 - August 2014
Brown Brothers Harriman November 2009 - July 2011
Brown Brothers Harriman November 2006 - November 2009
Brown Brothers Harriman December 2005 - November 2006
Skills
Risk Management, Financial Analysis, Business Analysis, Finance, Customer Service, Accounting, Process Improvement, Financial Reporting, Analysis, Financial Services, Fixed Income, Microsoft Word
Education
Boston University 1999 — 2003
William F. Chisholm's Brown Brothers Harriman Experience January 2011 - Present
Job Transfer Agency Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2011 - Present
State Street January 2008 - February 2009
State Street January 2007 - January 2008
State Street January 2004 - January 2007
State Street April 2000 - January 2004
Boston Financial Data Services October 1998 - April 2000
Skills
Operations Management, Business Analysis, Business Process Mapping, Performance Improvement, Project Management, Process Improvement, Six Sigma, Financial Services, Investments, Mutual Funds, Leadership, Risk Management, Data Analysis, Trading, Alternative Investments, Accounting, SDLC, Fixed Income, Financial Risk, Management, Training
Education
Network Technology Academy 2010 — 2010
A+ Certification
SigmaPro
Lean Six Sigma Black Belt Training
Boston University
Mechanical Engineering
Archbishop Williams High School
Brown Brothers Harriman January 2011 - Present
State Street January 2008 - February 2009
State Street January 2007 - January 2008
State Street January 2004 - January 2007
State Street April 2000 - January 2004
Boston Financial Data Services October 1998 - April 2000
Skills
Operations Management, Business Analysis, Business Process Mapping, Performance Improvement, Project Management, Process Improvement, Six Sigma, Financial Services, Investments, Mutual Funds, Leadership, Risk Management, Data Analysis, Trading, Alternative Investments, Accounting, SDLC, Fixed Income, Financial Risk, Management, Training
Education
Network Technology Academy 2010 — 2010
A+ Certification
SigmaPro
Lean Six Sigma Black Belt Training
Boston University
Mechanical Engineering
Archbishop Williams High School
Bryan Glodowski's Brown Brothers Harriman Experience October 2014 - Present
Job Securities Lending at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Affectiva May 2013 - June 2014
Affectiva May 2012 - May 2013
Skills
Salesforce.com, Microsoft Office, PowerPoint, Team Leadership, Leadership, Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, English, Windows, Testing, Python, Desk.com, CSS, HTML
Education
Boston University 2009 — 2013
Bachelor of Science in Business Administration, Finance, General
Boston University - School of Management 2009 — 2013
Bachelor of Science in Business Administration, Finance, General
Brown Brothers Harriman October 2014 - Present
Affectiva May 2013 - June 2014
Affectiva May 2012 - May 2013
Skills
Salesforce.com, Microsoft Office, PowerPoint, Team Leadership, Leadership, Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, English, Windows, Testing, Python, Desk.com, CSS, HTML
Education
Boston University 2009 — 2013
Bachelor of Science in Business Administration, Finance, General
Boston University - School of Management 2009 — 2013
Bachelor of Science in Business Administration, Finance, General
Andrea Adler Andrea Adler's Brown Brothers Harriman Experience June 2013 - August 2013
Job Transfer Pricing at EY
Industry Financial Services
Experience
EY August 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Boston College Law School August 2012 - June 2013
Boston College Law School May 2012 - September 2012
Shilepsky Hartley Robb Casey Michon LLP May 2012 - August 2012
Aspatore Books September 2011 - May 2012
New Jersey Office of Attorney General May 2011 - August 2011
Kay Jewelers November 2008 - August 2010
Rinaldo Law Firm June 2007 - August 2007
Skills
Legal Research, Research, Mergers & Acquisitions, Editing, Employment Law, Legal Writing, Business Strategy, Finance, Legal Compliance, Leadership, PowerPoint, Microsoft Excel, Presentations, Citations, Litigation Support, Lexis, Training, Tax Law, Corporate Law, Corporate Governance, Westlaw
Education
Boston College Law School 2010 — 2014
Juris Doctor
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Specialization in Corporate Finance.
The College of New Jersey 2006 — 2010
Bachelor of Science, magna cum laude, International Business
EY August 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Boston College Law School August 2012 - June 2013
Boston College Law School May 2012 - September 2012
Shilepsky Hartley Robb Casey Michon LLP May 2012 - August 2012
Aspatore Books September 2011 - May 2012
New Jersey Office of Attorney General May 2011 - August 2011
Kay Jewelers November 2008 - August 2010
Rinaldo Law Firm June 2007 - August 2007
Skills
Legal Research, Research, Mergers & Acquisitions, Editing, Employment Law, Legal Writing, Business Strategy, Finance, Legal Compliance, Leadership, PowerPoint, Microsoft Excel, Presentations, Citations, Litigation Support, Lexis, Training, Tax Law, Corporate Law, Corporate Governance, Westlaw
Education
Boston College Law School 2010 — 2014
Juris Doctor
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Specialization in Corporate Finance.
The College of New Jersey 2006 — 2010
Bachelor of Science, magna cum laude, International Business
Ka Po Lam's Brown Brothers Harriman Experience August 2014 - Present
Job Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Boston University Marketing and Communications June 2013 - August 2014
City Sports April 2013 - June 2014
Shabu Zen March 2011 - May 2013
South Shore Financial Consultants, LLC September 2012 - December 2012
Consumer United March 2009 - June 2010
Skills
Microsoft Word, Cantonese, Martial Arts, Microsoft Excel, Social Media, Mandarin, Data Analysis, Spreadsheets, Teamwork, Sales, PowerPoint, Teaching, Social Networking, Customer Service, Error Correction, Blogging, Data Entry, Event Planning, Investment Banking, Mutual Funds, Financial Services
Education
Boston University 2010 — 2014
Bachelor's Degree, Business Administration, Management and Operations, Finance, 3.25
Boston Latin School 2004 — 2010
Brown Brothers Harriman August 2014 - Present
Boston University Marketing and Communications June 2013 - August 2014
City Sports April 2013 - June 2014
Shabu Zen March 2011 - May 2013
South Shore Financial Consultants, LLC September 2012 - December 2012
Consumer United March 2009 - June 2010
Skills
Microsoft Word, Cantonese, Martial Arts, Microsoft Excel, Social Media, Mandarin, Data Analysis, Spreadsheets, Teamwork, Sales, PowerPoint, Teaching, Social Networking, Customer Service, Error Correction, Blogging, Data Entry, Event Planning, Investment Banking, Mutual Funds, Financial Services
Education
Boston University 2010 — 2014
Bachelor's Degree, Business Administration, Management and Operations, Finance, 3.25
Boston Latin School 2004 — 2010
Marian C Ingegneri Marian C Ingegneri's Brown Brothers Harriman Experience November 2010 - May 2012
Job Senior Business Analyst Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2015 - Present
Robbins Gioia, LLC September 2012 - April 2015
Robbins Gioia, LLC September 2012 - April 2015
Business Systems Advisory Inc. February 1997 - September 2012
Brown Brothers Harriman November 2010 - May 2012
FT Interactive Data May 2010 - November 2010
Interactive Data October 2009 - May 2010
Interactive Data March 2008 - April 2009
Interactive Data March 2004 - January 2008
Capital Advisory Service September 2003 - February 2004
Skills
Business Analysis, Equities, Financial Services, Fixed Income, Requirements Analysis, Trading, Bloomberg, Business Process, SDLC, Securities, Portfolio Management, Fund Accounting, Trading Systems, Derivatives, Reference Data, Mutual Funds, Business Requirements, Capital Markets, Corporate Actions, Strategy, Asset Management, Software Documentation, FX Options, Financial Markets, Integration, Asset Managment, Electronic Trading, Requirements Gathering, Bonds, Hedge Funds, Investments, Investment Banking, Back Office, Project Management, Data Modeling, Data Analytics, RUP Methodologies, ITIL, Business Rules, Reinsurance, BPMN, UML
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MSF, Finance
Northeastern University 1975 — 1981
BS, Finance/Accounting
Ossining High School
Ossining High School
Ossining High School
Commonwealth Financial Network May 2015 - Present
Robbins Gioia, LLC September 2012 - April 2015
Robbins Gioia, LLC September 2012 - April 2015
Business Systems Advisory Inc. February 1997 - September 2012
Brown Brothers Harriman November 2010 - May 2012
FT Interactive Data May 2010 - November 2010
Interactive Data October 2009 - May 2010
Interactive Data March 2008 - April 2009
Interactive Data March 2004 - January 2008
Capital Advisory Service September 2003 - February 2004
Skills
Business Analysis, Equities, Financial Services, Fixed Income, Requirements Analysis, Trading, Bloomberg, Business Process, SDLC, Securities, Portfolio Management, Fund Accounting, Trading Systems, Derivatives, Reference Data, Mutual Funds, Business Requirements, Capital Markets, Corporate Actions, Strategy, Asset Management, Software Documentation, FX Options, Financial Markets, Integration, Asset Managment, Electronic Trading, Requirements Gathering, Bonds, Hedge Funds, Investments, Investment Banking, Back Office, Project Management, Data Modeling, Data Analytics, RUP Methodologies, ITIL, Business Rules, Reinsurance, BPMN, UML
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MSF, Finance
Northeastern University 1975 — 1981
BS, Finance/Accounting
Ossining High School
Ossining High School
Ossining High School
David McDonald, Jr.'s Brown Brothers Harriman Experience September 2006 - Present
Job Financial Reporting Team Leader, Fund Administration Department
Industry Financial Services
Experience
Brown Brothers Harriman September 2006 - Present
MFS Investment Management November 2004 - September 2006
State Street September 2001 - October 2004
State Street September 1999 - September 2001
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Financial Analysis, Accounting, Finance, Account Reconciliation, Financial Statements, Fund Administration, IFRS, Auditing, Internal Audit, SEC Filings, Bloomberg, Financial Services
Education
Boston University 1997 — 1999
School of Management, Bachelor of Science in Business Administration, Finance Concentration
Brown Brothers Harriman September 2006 - Present
MFS Investment Management November 2004 - September 2006
State Street September 2001 - October 2004
State Street September 1999 - September 2001
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Financial Analysis, Accounting, Finance, Account Reconciliation, Financial Statements, Fund Administration, IFRS, Auditing, Internal Audit, SEC Filings, Bloomberg, Financial Services
Education
Boston University 1997 — 1999
School of Management, Bachelor of Science in Business Administration, Finance Concentration
David DeFilippis's Brown Brothers Harriman Experience June 2014 - Present
Job Outside Vendor Relations Financial Reporting at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman May 2011 - June 2014
Deutsche Bank December 2007 - December 2010
JPMorgan Chase 1994 - 2005
Skills
Mutual Funds, Hedge Funds, RIC Tax Analyst, Financial Reporting, IRS Compliance, SEC Compliane, SEC filings, Bloomberg, Derivatives, 1940 Act Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Due Diligence, Sarbanes-Oxley Act, Process Improvement, 1940 Act, Financial Statements, Finance, Investments, Fund Accounting, Risk Management, Financial Services, Asset Management, Tax, Internal Audit, Analysis, Financial Analysis, Financial Modeling
Education
Boston College - Carroll School of Management 2000 — 2002
Masters Science Finance, Finance and Financial Management Services
Suffolk University
BSBA, Finance
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman May 2011 - June 2014
Deutsche Bank December 2007 - December 2010
JPMorgan Chase 1994 - 2005
Skills
Mutual Funds, Hedge Funds, RIC Tax Analyst, Financial Reporting, IRS Compliance, SEC Compliane, SEC filings, Bloomberg, Derivatives, 1940 Act Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Due Diligence, Sarbanes-Oxley Act, Process Improvement, 1940 Act, Financial Statements, Finance, Investments, Fund Accounting, Risk Management, Financial Services, Asset Management, Tax, Internal Audit, Analysis, Financial Analysis, Financial Modeling
Education
Boston College - Carroll School of Management 2000 — 2002
Masters Science Finance, Finance and Financial Management Services
Suffolk University
BSBA, Finance
Cynthia Forrester Cynthia Forrester's Brown Brothers Harriman Experience 1986 - 1990
Job NonProfit Development Professional
Industry Nonprofit Organization Management
Experience
University of St. Mary - Spirit Shop December 2012 - Present
Leavenworth County Special Education Cooperative 2010 - 2012
YMCA of South Hampton Roads 1998 - 2000
Kansas State Univeristy Foundation 1995 - 1996
Care USA 1991 - 1993
Fast Associates 1990 - 1991
Brown Brothers Harriman 1986 - 1990
Skills
Non-profit management, Strategic Planning, Marketing, Public Speaking, Fundraising, Budgets, Non-profits, Program Management, Project Planning, Nonprofits, Market Research, Management, Leadership, Team Building, Proposal Writing, Change Management, Business Planning, Organizational..., Analysis
Education
Boston College - Carroll School of Management 1984 — 1986
Master of Business Administration (MBA), MBA
University of Massachusetts, Amherst 1982 — 1984
Bachelor of Arts (B.A.), Economics
University of St. Mary - Spirit Shop December 2012 - Present
Leavenworth County Special Education Cooperative 2010 - 2012
YMCA of South Hampton Roads 1998 - 2000
Kansas State Univeristy Foundation 1995 - 1996
Care USA 1991 - 1993
Fast Associates 1990 - 1991
Brown Brothers Harriman 1986 - 1990
Skills
Non-profit management, Strategic Planning, Marketing, Public Speaking, Fundraising, Budgets, Non-profits, Program Management, Project Planning, Nonprofits, Market Research, Management, Leadership, Team Building, Proposal Writing, Change Management, Business Planning, Organizational..., Analysis
Education
Boston College - Carroll School of Management 1984 — 1986
Master of Business Administration (MBA), MBA
University of Massachusetts, Amherst 1982 — 1984
Bachelor of Arts (B.A.), Economics
Jane Hecht Jane Hecht's Brown Brothers Harriman Experience August 1990 - July 1992
Job CCO and Operations Manager at Pugh Capital Management, Inc.
Industry Investment Management
Experience
Pugh Capital Management, Inc. March 2014 - Present
Pugh Capital Management, Inc. May 2012 - Present
D.S. Kennedy & Co. November 2011 - April 2012
Hoover Investment Management 2003 - April 2011
Jurika & Voyles July 1996 - February 2003
Bailard, Inc. 1994 - 1996
Brown Brothers Harriman August 1990 - July 1992
Education
Boston University 1992 — 1994
MBA
St. Olaf College 1984 — 1988
BA, Economics, French
Pugh Capital Management, Inc. March 2014 - Present
Pugh Capital Management, Inc. May 2012 - Present
D.S. Kennedy & Co. November 2011 - April 2012
Hoover Investment Management 2003 - April 2011
Jurika & Voyles July 1996 - February 2003
Bailard, Inc. 1994 - 1996
Brown Brothers Harriman August 1990 - July 1992
Education
Boston University 1992 — 1994
MBA
St. Olaf College 1984 — 1988
BA, Economics, French
Ania Grabowska's Brown Brothers Harriman Experience February 2012 - December 2012
Job Financial Analyst at DigitasLBi_US
Industry Financial Services
Experience
DigitasLBi_US October 2014 - Present
DigitasLBi_US December 2012 - October 2014
Brown Brothers Harriman February 2012 - December 2012
Education
Boston University 2009 — 2011
Economics
Boston University 2003 — 2007
Management
DigitasLBi_US October 2014 - Present
DigitasLBi_US December 2012 - October 2014
Brown Brothers Harriman February 2012 - December 2012
Education
Boston University 2009 — 2011
Economics
Boston University 2003 — 2007
Management
Eric Butler's Brown Brothers Harriman Experience January 2011 - May 2011
Job Advancement and Marketing Professional
Industry Marketing and Advertising
Experience
Saint John's High School December 2014 - Present
Final Bow Productions July 2013 - Present
Saint John's High School December 2008 - December 2014
Boston College August 2010 - May 2012
Liberty Mutual May 2011 - August 2011
Brown Brothers Harriman January 2011 - May 2011
College of the Holy Cross 2006 - 2008
Skills
Business Strategy, Marketing Strategy, Marketing Communications, Social Media Marketing, Brand Management, Fundraising, Mentoring, Oral & Written..., Analytical Skills, Theatre, Business Theatre, Public Relations, Event Planning, Marketing, Research, PowerPoint, Grant Writing, Annual Giving, Leadership, Social Media, Budgets, Editing, Press Releases, Nonprofits, Analytics, Strategy, Volunteer Management, Public Speaking, Program Management, Community Outreach, Newsletters, Program Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Marketing Informatics and Brand & Product Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Psychology and Theatre
Saint John's High School December 2014 - Present
Final Bow Productions July 2013 - Present
Saint John's High School December 2008 - December 2014
Boston College August 2010 - May 2012
Liberty Mutual May 2011 - August 2011
Brown Brothers Harriman January 2011 - May 2011
College of the Holy Cross 2006 - 2008
Skills
Business Strategy, Marketing Strategy, Marketing Communications, Social Media Marketing, Brand Management, Fundraising, Mentoring, Oral & Written..., Analytical Skills, Theatre, Business Theatre, Public Relations, Event Planning, Marketing, Research, PowerPoint, Grant Writing, Annual Giving, Leadership, Social Media, Budgets, Editing, Press Releases, Nonprofits, Analytics, Strategy, Volunteer Management, Public Speaking, Program Management, Community Outreach, Newsletters, Program Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Marketing Informatics and Brand & Product Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Psychology and Theatre
Jackie Tomaselli's Brown Brothers Harriman Experience 2004 - 2005
Job Program Manager, Clinical at inVentiv Health
Industry Human Resources
Experience
inVentiv Health October 2014 - Present
inVentiv Health September 2011 - Present
inVentiv Health April 2013 - October 2014
The Bubs Foundation September 2006 - June 2012
OSRAM SYLVANIA May 2010 - September 2011
OSRAM SYLVANIA March 2009 - December 2009
Tapestry Networks July 2007 - December 2008
Wellington Management Company 2005 - 2007
Brown Brothers Harriman 2004 - 2005
Skills
Employee Relations, Talent Acquisition, Customer Relations, Customer Service, Communication, Compliance, Employee Benefits, Background Checks, Event Planning, Event Management, Event Marketing, Organization, Training & Development, People Skills, Veteran Recruiting, Social Media, Public Speaking, Conducting Interviews, New Hire Orientation, Program Management, PeopleSoft, Leave Administration, Recruiting, New Hire Orientations
Education
Syracuse University 1999 — 2003
Bachelors, Music Industry
Boston University
Masters, Criminal Justice
inVentiv Health October 2014 - Present
inVentiv Health September 2011 - Present
inVentiv Health April 2013 - October 2014
The Bubs Foundation September 2006 - June 2012
OSRAM SYLVANIA May 2010 - September 2011
OSRAM SYLVANIA March 2009 - December 2009
Tapestry Networks July 2007 - December 2008
Wellington Management Company 2005 - 2007
Brown Brothers Harriman 2004 - 2005
Skills
Employee Relations, Talent Acquisition, Customer Relations, Customer Service, Communication, Compliance, Employee Benefits, Background Checks, Event Planning, Event Management, Event Marketing, Organization, Training & Development, People Skills, Veteran Recruiting, Social Media, Public Speaking, Conducting Interviews, New Hire Orientation, Program Management, PeopleSoft, Leave Administration, Recruiting, New Hire Orientations
Education
Syracuse University 1999 — 2003
Bachelors, Music Industry
Boston University
Masters, Criminal Justice
Alexander Harrall's Brown Brothers Harriman Experience July 2012 - Present
Job Senior Securities Lending Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2012 - Present
Brown Brothers Harriman June 2011 - August 2012
Boston University September 2010 - May 2011
nSphere June 2010 - August 2010
The University Club October 2007 - May 2010
Northwestern Mutual Financial Network June 2009 - September 2009
The Dumplings Association May 2007 - August 2008
Town of Jamestown Parks and Recreation May 2007 - August 2007
Rhody Transportation and Warehousing, Inc June 2006 - August 2006
Skills
Microsoft Excel, Risk Management, Portfolio Management, Database Admin, Business Valuation, PowerPoint, Data Analysis, Microsoft Office, Bloomberg, Microsoft Word, Financial Analysis, Research, Financial Modeling, Query Analyzer, Outlook, CRM
Education
Boston University 2006 — 2010
Bachelor of Arts, History
Boston University Questrom School of Business 2006 — 2010
Degree; Bachelor of Science, Business Administration; Finance
Brown Brothers Harriman July 2012 - Present
Brown Brothers Harriman June 2011 - August 2012
Boston University September 2010 - May 2011
nSphere June 2010 - August 2010
The University Club October 2007 - May 2010
Northwestern Mutual Financial Network June 2009 - September 2009
The Dumplings Association May 2007 - August 2008
Town of Jamestown Parks and Recreation May 2007 - August 2007
Rhody Transportation and Warehousing, Inc June 2006 - August 2006
Skills
Microsoft Excel, Risk Management, Portfolio Management, Database Admin, Business Valuation, PowerPoint, Data Analysis, Microsoft Office, Bloomberg, Microsoft Word, Financial Analysis, Research, Financial Modeling, Query Analyzer, Outlook, CRM
Education
Boston University 2006 — 2010
Bachelor of Arts, History
Boston University Questrom School of Business 2006 — 2010
Degree; Bachelor of Science, Business Administration; Finance
Thomas Poppey, CFA, FRM's Brown Brothers Harriman Experience January 2013 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman January 2013 - Present
State Street 2004 - 2008
Skills
Securities Lending, Relationship Management, Finance, Equities, Securities, Mutual Funds, Fixed Income, Investments, Asset Management, Bloomberg, Financial Services, Hedge Funds, Derivatives, Alternative Investments, Risk Management
Education
Boston College 1996 — 2000
MBA
Bridgewater State University 1990 — 1993
BS, Accounting
Brown Brothers Harriman January 2013 - Present
State Street 2004 - 2008
Skills
Securities Lending, Relationship Management, Finance, Equities, Securities, Mutual Funds, Fixed Income, Investments, Asset Management, Bloomberg, Financial Services, Hedge Funds, Derivatives, Alternative Investments, Risk Management
Education
Boston College 1996 — 2000
MBA
Bridgewater State University 1990 — 1993
BS, Accounting
Peter Tsirigotis Peter Tsirigotis's Brown Brothers Harriman Experience April 2010 - August 2014
Job Counsel at Stradley Ronon | Attorney | Asset Management Law | Legal Compliance | Financial Product Development Attorney
Industry Law Practice
Experience
Stradley Ronon September 2014 - Present
Brown Brothers Harriman April 2010 - August 2014
Apis Capital Advisors, LLC March 2008 - December 2009
Bank of America July 2007 - March 2008
US Trust September 2005 - July 2007
Prudential Financial September 2004 - September 2005
Schulte Roth & Zabel LLP November 2002 - September 2004
Dechert LLP August 2000 - November 2002
US Securities and Exchange Commission November 1997 - August 2000
US EPA May 1990 - November 1997
Skills
Hedge Funds, Securities Regulation, Alternative Investments, Securities, Mutual Funds, Private Equity, Financial Services, Financial Risk, Asset Management, Finance, Legal Compliance, Operational Risk..., Investment Management, Corporate Governance, Economics, Investment Advisory, Attorney, Compliance Regulations, UCITS, Legal Advice, Martial Arts, Public Speaking, Published Author, Closed-end Funds, Business Development..., Investment Banking, Investments, Real Estate Funds, Real Estate, Financial Product..., Due Diligence, Law, Asset Management Law
Education
The Catholic University of America, Columbus School of Law 1993 — 1997
Juris Doctor (J.D.)
Boston University 1986 — 1990
BA, Economics, Political Science, International Relations
Stradley Ronon September 2014 - Present
Brown Brothers Harriman April 2010 - August 2014
Apis Capital Advisors, LLC March 2008 - December 2009
Bank of America July 2007 - March 2008
US Trust September 2005 - July 2007
Prudential Financial September 2004 - September 2005
Schulte Roth & Zabel LLP November 2002 - September 2004
Dechert LLP August 2000 - November 2002
US Securities and Exchange Commission November 1997 - August 2000
US EPA May 1990 - November 1997
Skills
Hedge Funds, Securities Regulation, Alternative Investments, Securities, Mutual Funds, Private Equity, Financial Services, Financial Risk, Asset Management, Finance, Legal Compliance, Operational Risk..., Investment Management, Corporate Governance, Economics, Investment Advisory, Attorney, Compliance Regulations, UCITS, Legal Advice, Martial Arts, Public Speaking, Published Author, Closed-end Funds, Business Development..., Investment Banking, Investments, Real Estate Funds, Real Estate, Financial Product..., Due Diligence, Law, Asset Management Law
Education
The Catholic University of America, Columbus School of Law 1993 — 1997
Juris Doctor (J.D.)
Boston University 1986 — 1990
BA, Economics, Political Science, International Relations
Gregg Ducey's Brown Brothers Harriman Experience November 2011 - November 2012
Job Testing Project Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
BNY Mellon November 2012 - May 2014
Brown Brothers Harriman November 2011 - November 2012
Brown Brothers Harriman November 2009 - October 2011
Skills
Public Speaking, Project Management, Outlook, Bloomberg, Organizational..., Finance, Time Management, Security, Investments, Requirements Analysis, Program Management, Microsoft Office, Microsoft Excel, Management, Training, Leadership Development, Data Analysis, Project Planning, Team Leadership, Social Media, Fixed Income, Business Analysis, Process Improvement, Trading, Microsoft Word, Financial Risk, Customer Service, Strategic Planning, Strategy, Financial Analysis, PowerPoint, Event Planning, Leadership, SDLC, Analysis, Negotiation, Analytics, Marketing, Software Documentation, Securities, Risk Management, SharePoint, Fund Administration, Operations Management, Global Custody, Policy, Equity Trading, Corporate Actions, Equities, Derivatives
Education
Boston College - Carroll School of Management 2013 — 2017
Master of Business Administration (MBA)
Hartwick College 2005 — 2009
B.A., Management
BNY Mellon June 2014 - Present
BNY Mellon November 2012 - May 2014
Brown Brothers Harriman November 2011 - November 2012
Brown Brothers Harriman November 2009 - October 2011
Skills
Public Speaking, Project Management, Outlook, Bloomberg, Organizational..., Finance, Time Management, Security, Investments, Requirements Analysis, Program Management, Microsoft Office, Microsoft Excel, Management, Training, Leadership Development, Data Analysis, Project Planning, Team Leadership, Social Media, Fixed Income, Business Analysis, Process Improvement, Trading, Microsoft Word, Financial Risk, Customer Service, Strategic Planning, Strategy, Financial Analysis, PowerPoint, Event Planning, Leadership, SDLC, Analysis, Negotiation, Analytics, Marketing, Software Documentation, Securities, Risk Management, SharePoint, Fund Administration, Operations Management, Global Custody, Policy, Equity Trading, Corporate Actions, Equities, Derivatives
Education
Boston College - Carroll School of Management 2013 — 2017
Master of Business Administration (MBA)
Hartwick College 2005 — 2009
B.A., Management
Celinna Ho's Brown Brothers Harriman Experience June 2014 - August 2014
Job Business & Economics Student at Brandeis University
Industry Financial Services
Experience
WorldTeach March 2015 - May 2015
Brandeis University - Office of the Dean of Arts & Sciences May 2012 - May 2015
Brown Brothers Harriman June 2014 - August 2014
State Street Bank June 2013 - August 2013
State Street Bank June 2011 - August 2011
State Street Bank July 2010 - August 2010
Law Office of Kenneth Yee, CPA May 2009 - June 2010
Skills
Financial Analysis, Microsoft Office, Financial Accounting, Research, Event Planning, Project Management, Social Media, Data Analysis, Community Outreach
Education
Brandeis University 2011 — 2015
Bachelor's Degree, Business, Economics
Danish Institute for Study Abroad 2014 — 2014
International Business
Boston Latin School 2005 — 2011
High School Diploma
WorldTeach March 2015 - May 2015
Brandeis University - Office of the Dean of Arts & Sciences May 2012 - May 2015
Brown Brothers Harriman June 2014 - August 2014
State Street Bank June 2013 - August 2013
State Street Bank June 2011 - August 2011
State Street Bank July 2010 - August 2010
Law Office of Kenneth Yee, CPA May 2009 - June 2010
Skills
Financial Analysis, Microsoft Office, Financial Accounting, Research, Event Planning, Project Management, Social Media, Data Analysis, Community Outreach
Education
Brandeis University 2011 — 2015
Bachelor's Degree, Business, Economics
Danish Institute for Study Abroad 2014 — 2014
International Business
Boston Latin School 2005 — 2011
High School Diploma
Bob Driscoll's Brown Brothers Harriman Experience February 2010 - October 2012
Job Providing professional support to small and familyrun businesses with taxadvantaged retirement plans
Industry Financial Services
Experience
Karp Capital Management Corporation August 2015 - Present
John Hancock Financial Services December 2013 - July 2015
John Hancock Life Insurance Company (U.S.A.) October 2012 - December 2013
Brown Brothers Harriman February 2010 - October 2012
Lacrosse Unlimited September 2009 - February 2010
Skills
Small Business..., Qualified Retirement..., 401k, Mutual Funds, Investments, Series 7, Bloomberg, Fund Accounting, Series 63, Financial Services, Financial Analysis, Fund Administration, Microsoft Office, Sales, International Tax, Tax Accounting, Income Tax, Equities, Capital Gains Tax, Licensed Life Insurance...
Education
Boston University 2013 — 2017
Master's Administrative Studies, International Marketing
Denison University 2005 — 2009
BA, Economics
The University of Western Australia 2007 — 2007
Economics
Hingham High 2002 — 2005
Boston College High School
Karp Capital Management Corporation August 2015 - Present
John Hancock Financial Services December 2013 - July 2015
John Hancock Life Insurance Company (U.S.A.) October 2012 - December 2013
Brown Brothers Harriman February 2010 - October 2012
Lacrosse Unlimited September 2009 - February 2010
Skills
Small Business..., Qualified Retirement..., 401k, Mutual Funds, Investments, Series 7, Bloomberg, Fund Accounting, Series 63, Financial Services, Financial Analysis, Fund Administration, Microsoft Office, Sales, International Tax, Tax Accounting, Income Tax, Equities, Capital Gains Tax, Licensed Life Insurance...
Education
Boston University 2013 — 2017
Master's Administrative Studies, International Marketing
Denison University 2005 — 2009
BA, Economics
The University of Western Australia 2007 — 2007
Economics
Hingham High 2002 — 2005
Boston College High School
Kevin Calabro Kevin Calabro's Brown Brothers Harriman Experience August 2011 - January 2012
Job Investment Product Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2015 - Present
Putnam Investments June 2012 - June 2015
Putnam Investments January 2012 - June 2012
Brown Brothers Harriman August 2011 - January 2012
Putnam Investments June 2010 - August 2010
Riversource Financial June 2008 - August 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2016
Wheaton College 2007 — 2011
Bachelor of Arts, Economics
Putnam Investments July 2015 - Present
Putnam Investments June 2012 - June 2015
Putnam Investments January 2012 - June 2012
Brown Brothers Harriman August 2011 - January 2012
Putnam Investments June 2010 - August 2010
Riversource Financial June 2008 - August 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2016
Wheaton College 2007 — 2011
Bachelor of Arts, Economics
Thierry Guedj, Ph.D.'s Brown Brothers Harriman Experience March 2011 - Present
Job Building Sustainable Work Cultures
Industry Human Resources
Experience
BostonJobDoctor.com February 2007 - Present
Brown Brothers Harriman March 2011 - Present
Boston University June 2002 - August 2011
Boston University September 2003 - March 2011
South Shore Mental Health September 2001 - September 2003
Boston University Graduate School of Arts and Sciences 1994 - 2001
Harvard Medical School, the Cambridge Hospital August 1998 - July 1999
The Danielsen Institute at Boston University August 1995 - September 1996
Children's National Medical Center 1992 - 1994
Skills
Executive Coaching, Career Counseling, Career Development, Psychological Assessment, Coaching, Interviews, Conflict Management, Team Building, Leadership, Psychology, Training, Career Management, Resume Writing, Organizational..., Behavioral Health, Family Therapy, Teaching, Conflict Resolution, Leadership Development, Staff Development, EAP, Clinical Psychology, Expatriate Management, Cross-cultural Teams, Organizational..., Workplace Health, Public Speaking
Education
Boston University 1995 — 2001
Ph.D., Psychology
Georgetown University 1988 — 1992
Bachelor of Science, Linguistics & Spanish
BostonJobDoctor.com February 2007 - Present
Brown Brothers Harriman March 2011 - Present
Boston University June 2002 - August 2011
Boston University September 2003 - March 2011
South Shore Mental Health September 2001 - September 2003
Boston University Graduate School of Arts and Sciences 1994 - 2001
Harvard Medical School, the Cambridge Hospital August 1998 - July 1999
The Danielsen Institute at Boston University August 1995 - September 1996
Children's National Medical Center 1992 - 1994
Skills
Executive Coaching, Career Counseling, Career Development, Psychological Assessment, Coaching, Interviews, Conflict Management, Team Building, Leadership, Psychology, Training, Career Management, Resume Writing, Organizational..., Behavioral Health, Family Therapy, Teaching, Conflict Resolution, Leadership Development, Staff Development, EAP, Clinical Psychology, Expatriate Management, Cross-cultural Teams, Organizational..., Workplace Health, Public Speaking
Education
Boston University 1995 — 2001
Ph.D., Psychology
Georgetown University 1988 — 1992
Bachelor of Science, Linguistics & Spanish
Emily Moran's Brown Brothers Harriman Experience August 2011 - March 2012
Job Associate Portfolio Manager at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. April 2014 - Present
Banyan Partners August 2013 - March 2014
Silver Bridge March 2012 - August 2013
Brown Brothers Harriman August 2011 - March 2012
America's Growth Capital February 2011 - April 2011
Dow Jones Enterprise Media Group October 2010 - December 2010
Skills
Series 7, Series 63
Education
Boston University 2007 — 2011
B.A., Economics, International Business
RBC Global Asset Management (U.S.) Inc. April 2014 - Present
Banyan Partners August 2013 - March 2014
Silver Bridge March 2012 - August 2013
Brown Brothers Harriman August 2011 - March 2012
America's Growth Capital February 2011 - April 2011
Dow Jones Enterprise Media Group October 2010 - December 2010
Skills
Series 7, Series 63
Education
Boston University 2007 — 2011
B.A., Economics, International Business
RJ Rondini's Brown Brothers Harriman Experience January 2014 - Present
Job Senior Vice President, Alternative Fund Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman August 2011 - January 2014
Brown Brothers Harriman (Luxembourg) S.C.A. August 2008 - August 2011
Brown Brothers Harriman August 1996 - August 2008
Skills
Mutual Funds, Alternative Investments, Real Estate Funds, Private Equity, Client Services, Relationship Management, Hedge Funds, Risk Management, Fund Compliance, Financial Services, Global Custody, Anti Money Laundering, Fund Administration, Fund Accounting, Fixed Income, Asset Management, Equities, Corporate Actions, Investment Management, Fund Of Funds, Securities, Investments, Derivatives, Banking, Portfolio Management, Financial Risk, Capital Markets, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
MBA, Finance and Investments
Trinity College-Hartford 1991 — 1995
Bachelor of Arts, American Studies
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman August 2011 - January 2014
Brown Brothers Harriman (Luxembourg) S.C.A. August 2008 - August 2011
Brown Brothers Harriman August 1996 - August 2008
Skills
Mutual Funds, Alternative Investments, Real Estate Funds, Private Equity, Client Services, Relationship Management, Hedge Funds, Risk Management, Fund Compliance, Financial Services, Global Custody, Anti Money Laundering, Fund Administration, Fund Accounting, Fixed Income, Asset Management, Equities, Corporate Actions, Investment Management, Fund Of Funds, Securities, Investments, Derivatives, Banking, Portfolio Management, Financial Risk, Capital Markets, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
MBA, Finance and Investments
Trinity College-Hartford 1991 — 1995
Bachelor of Arts, American Studies
Ryan Fletcher's Brown Brothers Harriman Experience May 2012 - August 2012
Job Senior Research Manager Technology, Media & Telecommunications at Gerson Lehrman Group
Industry Financial Services
Experience
Gerson Lehrman Group August 2013 - Present
Boston College August 2011 - May 2013
Brown Brothers Harriman May 2012 - August 2012
Bello, Black & Welsh LLP June 2008 - August 2011
Bowdoin College August 2007 - November 2007
Skills
Research, Data Analysis, PowerPoint, Microsoft Office, SPSS, Microsoft Excel, Market Research, Communication, Business Writing, Leadership, Analysis, Management, Process Improvement, Business Planning
Education
Boston College - Carroll School of Management 2011 — 2013
MBA 2013, Strategy, Analytics
Bowdoin College 2003 — 2007
BA, History
Marshfield High School 1999 — 2003
Gerson Lehrman Group August 2013 - Present
Boston College August 2011 - May 2013
Brown Brothers Harriman May 2012 - August 2012
Bello, Black & Welsh LLP June 2008 - August 2011
Bowdoin College August 2007 - November 2007
Skills
Research, Data Analysis, PowerPoint, Microsoft Office, SPSS, Microsoft Excel, Market Research, Communication, Business Writing, Leadership, Analysis, Management, Process Improvement, Business Planning
Education
Boston College - Carroll School of Management 2011 — 2013
MBA 2013, Strategy, Analytics
Bowdoin College 2003 — 2007
BA, History
Marshfield High School 1999 — 2003
Jonathan Skerry Jonathan Skerry's Brown Brothers Harriman Experience November 2013 - Present
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - November 2013
State Street April 2004 - February 2009
Putnam 1999 - 2003
Skills
Fixed Income, Mutual Funds, SDLC, Business Requirements, Fund Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management
Providence College 1982 — 1986
Brown Brothers Harriman November 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - November 2013
State Street April 2004 - February 2009
Putnam 1999 - 2003
Skills
Fixed Income, Mutual Funds, SDLC, Business Requirements, Fund Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management
Providence College 1982 — 1986
Aleah Cram's Brown Brothers Harriman Experience September 2014 - Present
Job Senior Ops Project Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - Present
Africa Impact Group August 2014 - Present
Brown Brothers Harriman February 2013 - October 2013
Brown Brothers Harriman September 2010 - February 2013
Brown Brothers Harriman August 2008 - September 2010
Brown Brothers Harriman July 2007 - August 2008
Bryant University September 2003 - September 2005
Skills
Test Case Generation, Change Management, Business Requirements, Project Oversight, Fixed Income, Mutual Funds, Coordinating Meetings, Marketing Materials, Fund Accounting, Trading, Bloomberg Terminal, Equities, Securities, Financial Services, Hedge Funds, Management, Corporate Actions, Microsoft Office, Time Management, Microsoft Excel, Bloomberg, Derivatives, Settlement, Account Reconciliation, Investments, Fund Administration, Asset Allocation, Eagle STAR, Back Office, Leadership
Education
Bryant University 2003 — 2007
Bachelors of Science in Business Administration, Finance
Boston University
Brown Brothers Harriman September 2014 - Present
Africa Impact Group August 2014 - Present
Brown Brothers Harriman February 2013 - October 2013
Brown Brothers Harriman September 2010 - February 2013
Brown Brothers Harriman August 2008 - September 2010
Brown Brothers Harriman July 2007 - August 2008
Bryant University September 2003 - September 2005
Skills
Test Case Generation, Change Management, Business Requirements, Project Oversight, Fixed Income, Mutual Funds, Coordinating Meetings, Marketing Materials, Fund Accounting, Trading, Bloomberg Terminal, Equities, Securities, Financial Services, Hedge Funds, Management, Corporate Actions, Microsoft Office, Time Management, Microsoft Excel, Bloomberg, Derivatives, Settlement, Account Reconciliation, Investments, Fund Administration, Asset Allocation, Eagle STAR, Back Office, Leadership
Education
Bryant University 2003 — 2007
Bachelors of Science in Business Administration, Finance
Boston University
Eric Berman's Brown Brothers Harriman Experience August 2015 - Present
Job Senior Audit Control Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman December 2013 - August 2015
Boston Landlord Reviews July 2010 - September 2014
Preview Properties Real Estate February 2012 - September 2013
Trinity Yard School September 2012 - December 2012
Instrumart January 2005 - January 2011
Garden Street Capital Allocation Strategies June 2010 - August 2010
Moors & Cabot September 2009 - November 2009
Green Mountain Digital May 2009 - August 2009
Skills
Financial Accounting, Bloomberg Terminal, Internal Audit, Financial Modeling, Microsoft Excel, Financial Audits, Fund Accounting, Sales, Real Estate Transactions, Business Development, Microsoft Office, Start-ups, Fundraising, Real Estate, Advertising, Website Development, Non-profit Volunteer, Teaching, Investments, Public Speaking, Social Media Marketing
Education
Boston University 2007 — 2011
Bachelor of Arts, Economics, Statistics
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman December 2013 - August 2015
Boston Landlord Reviews July 2010 - September 2014
Preview Properties Real Estate February 2012 - September 2013
Trinity Yard School September 2012 - December 2012
Instrumart January 2005 - January 2011
Garden Street Capital Allocation Strategies June 2010 - August 2010
Moors & Cabot September 2009 - November 2009
Green Mountain Digital May 2009 - August 2009
Skills
Financial Accounting, Bloomberg Terminal, Internal Audit, Financial Modeling, Microsoft Excel, Financial Audits, Fund Accounting, Sales, Real Estate Transactions, Business Development, Microsoft Office, Start-ups, Fundraising, Real Estate, Advertising, Website Development, Non-profit Volunteer, Teaching, Investments, Public Speaking, Social Media Marketing
Education
Boston University 2007 — 2011
Bachelor of Arts, Economics, Statistics
Jesse-Paul Crane's Brown Brothers Harriman Experience October 2014 - December 2014
Job Analyst at Eze Software Group
Industry Financial Services
Experience
Eze Software Group January 2015 - Present
Brown Brothers Harriman October 2014 - December 2014
Boston University September 2013 - May 2014
Boston University International Relations Review September 2013 - May 2014
Boston University September 2012 - May 2014
GateHouse Media July 2013 - September 2013
Westford Community Access Television June 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Research, Microsoft Office, Social Media, English, Customer Service, Final Cut Pro, Data Analysis, Journalism, Java
Education
Boston University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Westford Academy 2007 — 2011
Eze Software Group January 2015 - Present
Brown Brothers Harriman October 2014 - December 2014
Boston University September 2013 - May 2014
Boston University International Relations Review September 2013 - May 2014
Boston University September 2012 - May 2014
GateHouse Media July 2013 - September 2013
Westford Community Access Television June 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Research, Microsoft Office, Social Media, English, Customer Service, Final Cut Pro, Data Analysis, Journalism, Java
Education
Boston University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Westford Academy 2007 — 2011
Austine Robinson, PMP's Brown Brothers Harriman Experience September 2010 - June 2013
Job
Industry Information Technology and Services
Experience
Brown Brothers Harriman September 2010 - June 2013
Evergreen Investments February 2005 - October 2010
Fidelity Investments March 2004 - December 2004
NEC January 1993 - March 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's
Wellesley College
B.A.
Brown Brothers Harriman September 2010 - June 2013
Evergreen Investments February 2005 - October 2010
Fidelity Investments March 2004 - December 2004
NEC January 1993 - March 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's
Wellesley College
B.A.
Edward J. Remache's Brown Brothers Harriman Experience June 1999 - July 2000
Job Head of Finance and Operations
Industry E-Learning
Experience
Ipreo January 2012 - August 2013
Americas Society / Council of the Americas April 2010 - May 2011
AB Capital Management, LLC October 2006 - December 2008
Goldman Sachs June 2001 - October 2006
Rockefeller & Co., Inc. July 2000 - June 2001
Brown Brothers Harriman June 1999 - July 2000
Skills
Microsoft Office, Bloomberg Terminal, Spanish, Equities, Hedge Funds, Corporate Communications, Foreign Policy, Public Policy, International..., Raiser's Edge, Latin American Studies, Factset, Foreign Relations, Foreign Affairs, International Economics, Equity Derivatives, Equity Trading, Reuters, Trading Systems, Thomson One, Fund Accounting, Fund Administration, Conference Coordination, Fundraising, Conference Organisation, Marketing Communications, Marketing Strategy, Internal Communications, Conference Design, Foreign Policy Analysis, Corporate Social..., Social Policy, Economic Development, Economic Policy, Development Economics, Latin American markets, Poverty Reduction, Conflict Resolution, Conflict Transformation, Conflict Analysis, Civil Society, CRM, InDesign, Financial Markets, Investments, Investor Relations, Portfolio Management, Emerging Markets, Investment Banking, Latin America
Education
New York University 2009 — 2011
MS, Global Affairs
Boston University 1995 — 1999
BA, Economics & International Relations
Trinity School
Ipreo January 2012 - August 2013
Americas Society / Council of the Americas April 2010 - May 2011
AB Capital Management, LLC October 2006 - December 2008
Goldman Sachs June 2001 - October 2006
Rockefeller & Co., Inc. July 2000 - June 2001
Brown Brothers Harriman June 1999 - July 2000
Skills
Microsoft Office, Bloomberg Terminal, Spanish, Equities, Hedge Funds, Corporate Communications, Foreign Policy, Public Policy, International..., Raiser's Edge, Latin American Studies, Factset, Foreign Relations, Foreign Affairs, International Economics, Equity Derivatives, Equity Trading, Reuters, Trading Systems, Thomson One, Fund Accounting, Fund Administration, Conference Coordination, Fundraising, Conference Organisation, Marketing Communications, Marketing Strategy, Internal Communications, Conference Design, Foreign Policy Analysis, Corporate Social..., Social Policy, Economic Development, Economic Policy, Development Economics, Latin American markets, Poverty Reduction, Conflict Resolution, Conflict Transformation, Conflict Analysis, Civil Society, CRM, InDesign, Financial Markets, Investments, Investor Relations, Portfolio Management, Emerging Markets, Investment Banking, Latin America
Education
New York University 2009 — 2011
MS, Global Affairs
Boston University 1995 — 1999
BA, Economics & International Relations
Trinity School
Eric Liao Eric Liao's Brown Brothers Harriman Experience March 2010 - December 2012
Job Business Analyst II at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance August 2015 - Present
Massachusetts General Hospital January 2013 - August 2015
Brown Brothers Harriman March 2010 - December 2012
American Student Assistance August 2009 - February 2010
University of Massachusetts Amherst September 2007 - May 2009
First Marblehead July 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Data Analysis, Billing Systems, Mutual Funds, Business Analysis, Business Strategy, PeopleSoft, Budget Forecasts, Financial Modeling, Microsoft Excel, Fund Accounting, Bloomberg Terminal, Corporate Finance, Customer Service, Derivatives, Investments, Portfolio Management, Financial Services, Equities
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
BBA, Finance and Economics
Boston Latin School 1999 — 2005
H.S. Diploma
Liberty Mutual Insurance August 2015 - Present
Massachusetts General Hospital January 2013 - August 2015
Brown Brothers Harriman March 2010 - December 2012
American Student Assistance August 2009 - February 2010
University of Massachusetts Amherst September 2007 - May 2009
First Marblehead July 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Data Analysis, Billing Systems, Mutual Funds, Business Analysis, Business Strategy, PeopleSoft, Budget Forecasts, Financial Modeling, Microsoft Excel, Fund Accounting, Bloomberg Terminal, Corporate Finance, Customer Service, Derivatives, Investments, Portfolio Management, Financial Services, Equities
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
BBA, Finance and Economics
Boston Latin School 1999 — 2005
H.S. Diploma
Lorraine Schneider's Brown Brothers Harriman Experience January 1994 - June 2000
Job Vice President at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street July 2005 - May 2015
State Street July 2000 - July 2005
Brown Brothers Harriman January 1994 - June 2000
Skills
Vendor Management, Vendor Mana, Vendor Relationships, Risk Management, Relationship Management, Wealth Management..., Financial Services, Compliance Oversight, Program Oversight, Application Security, Contract Management, Contractual Agreements, Service Level Management, Expense Management, Final Expense Planning, Technology Management, Process Improvement, Strategic Planning, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA
Boston University - School of Management 1988 — 1992
BSBA, Finance
Sacred Heart Academy 1984 — 1988
State Street May 2015 - Present
State Street July 2005 - May 2015
State Street July 2000 - July 2005
Brown Brothers Harriman January 1994 - June 2000
Skills
Vendor Management, Vendor Mana, Vendor Relationships, Risk Management, Relationship Management, Wealth Management..., Financial Services, Compliance Oversight, Program Oversight, Application Security, Contract Management, Contractual Agreements, Service Level Management, Expense Management, Final Expense Planning, Technology Management, Process Improvement, Strategic Planning, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA
Boston University - School of Management 1988 — 1992
BSBA, Finance
Sacred Heart Academy 1984 — 1988
Jordanka Sitnova Jordanka Sitnova's Brown Brothers Harriman Experience April 2011 - Present
Job Assistant Vice President, Financial Reporting Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2011 - Present
State Street Bank 2008 - March 2011
JPMorgan Chase 2005 - 2008
Merrill Lynch 2004 - 2006
Skills
Accounting, Hedge Funds, Bloomberg, Mutual Funds, Portfolio Management, Fixed Income, Financial Analysis, Financial Modeling, Securities, Financial Reporting, Investments
Education
Boston University 2009 — 2012
Master’s Degree, MS in Administrative Studies - Financial Economics
Saint Anselm College 2001 — 2005
PVMHS 1997 — 2001
Brown Brothers Harriman April 2011 - Present
State Street Bank 2008 - March 2011
JPMorgan Chase 2005 - 2008
Merrill Lynch 2004 - 2006
Skills
Accounting, Hedge Funds, Bloomberg, Mutual Funds, Portfolio Management, Fixed Income, Financial Analysis, Financial Modeling, Securities, Financial Reporting, Investments
Education
Boston University 2009 — 2012
Master’s Degree, MS in Administrative Studies - Financial Economics
Saint Anselm College 2001 — 2005
PVMHS 1997 — 2001
Jason Chalmers Jason Chalmers's Brown Brothers Harriman Experience 1997 - 1999
Job Director Client Relationship Management at Parametric
Industry Investment Management
Experience
Parametric April 2014 - Present
Acadian Asset Management May 1999 - March 2014
Brown Brother Harriman & Co. September 1997 - April 1999
Brown Brothers Harriman 1997 - 1999
Scudder 1993 - 1996
Skills
Equities, Alternative Investments, Mutual Funds, Investment Management, Portfolio Management, Global Client Management, Series 7, Series 63, Asset Management, Investments, Investment Strategies, Securities, Valuation, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MS, Finance
Northeastern University 1992 — 1997
B.S., Economics
Harwood Union 1988 — 1992
Parametric April 2014 - Present
Acadian Asset Management May 1999 - March 2014
Brown Brother Harriman & Co. September 1997 - April 1999
Brown Brothers Harriman 1997 - 1999
Scudder 1993 - 1996
Skills
Equities, Alternative Investments, Mutual Funds, Investment Management, Portfolio Management, Global Client Management, Series 7, Series 63, Asset Management, Investments, Investment Strategies, Securities, Valuation, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MS, Finance
Northeastern University 1992 — 1997
B.S., Economics
Harwood Union 1988 — 1992
Michael P. Madden, PMP Michael P. Madden, PMP's Brown Brothers Harriman Experience April 2015 - Present
Job Assistant Vice President, Project Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Boston Children's Hospital June 2014 - April 2015
Partners HealthCare - North Shore Medical Center November 2013 - June 2014
Dana-Farber Cancer Institute May 2010 - November 2013
Fidelity Investments - Family Office March 2007 - June 2010
Fidelity Investments February 2006 - March 2007
Fidelity Investments January 2001 - January 2006
Veritude - A Fidelity company February 2000 - December 2000
New England Funds January 1999 - February 2000
DST Systems, Inc October 1997 - December 1998
Skills
Software Project..., Certified Project..., Web Project Management, PMP, PMO, Project Planning, Mentoring, Healthcare Information..., SDLC, Program Management, Business Analysis, Project Management, Software Documentation, Systems Analysis, Management, Access, Business Process, Team Management, Business Requirements, Requirements Gathering, Requirements Analysis, Software Implementation, Healthcare, Leadership, Integration, Analysis, SharePoint, Resource Management, Vendor Management, ERP, Enterprise Architecture, Enterprise Software, Process Improvement, CRM, Quality Assurance, Microsoft Project, Testing, Visio, IT Strategy, Business Process..., Agile Methodologies, Budgets, Project Portfolio..., Change Management, Documentation, Training, Strategic Planning, Software Development, Databases
Education
Endicott College 2013 — 2014
Master of Business Administration (M.B.A.), Healthcare
Boston University 2004 — 2004
Masters Certificate in Project Management, Project Management
Northeastern University 1990 — 1996
BS Business Administration, Accountancy
CBS Dundalk
CBS Dundalk
CBS Dundalk
Brown Brothers Harriman April 2015 - Present
Boston Children's Hospital June 2014 - April 2015
Partners HealthCare - North Shore Medical Center November 2013 - June 2014
Dana-Farber Cancer Institute May 2010 - November 2013
Fidelity Investments - Family Office March 2007 - June 2010
Fidelity Investments February 2006 - March 2007
Fidelity Investments January 2001 - January 2006
Veritude - A Fidelity company February 2000 - December 2000
New England Funds January 1999 - February 2000
DST Systems, Inc October 1997 - December 1998
Skills
Software Project..., Certified Project..., Web Project Management, PMP, PMO, Project Planning, Mentoring, Healthcare Information..., SDLC, Program Management, Business Analysis, Project Management, Software Documentation, Systems Analysis, Management, Access, Business Process, Team Management, Business Requirements, Requirements Gathering, Requirements Analysis, Software Implementation, Healthcare, Leadership, Integration, Analysis, SharePoint, Resource Management, Vendor Management, ERP, Enterprise Architecture, Enterprise Software, Process Improvement, CRM, Quality Assurance, Microsoft Project, Testing, Visio, IT Strategy, Business Process..., Agile Methodologies, Budgets, Project Portfolio..., Change Management, Documentation, Training, Strategic Planning, Software Development, Databases
Education
Endicott College 2013 — 2014
Master of Business Administration (M.B.A.), Healthcare
Boston University 2004 — 2004
Masters Certificate in Project Management, Project Management
Northeastern University 1990 — 1996
BS Business Administration, Accountancy
CBS Dundalk
CBS Dundalk
CBS Dundalk
Mark Hickey Mark Hickey's Brown Brothers Harriman Experience 2004 - 2006
Job Commercial Real Estate Consultant
Industry Real Estate
Experience
CoStar Portfolio Strategy March 2007 - Present
WinnCompanies June 2006 - March 2007
Brown Brothers Harriman 2004 - 2006
JPMorgan Chase December 1997 - June 2004
Skills
Real Estate Finance, Real Estate Investment, Valuation, Cash Flow, Financial Modeling, Financial Reporting, Real Estate, Investors, Forecasting, Economics, Investment Properties, Spreadsheets, Rentals, Financial Analysis, Pricing, Reconciliations, Real Estate Economics, Asset Management, Due Diligence, Investments, Commercial Real Estate, Finance, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
Master of Business Administration (M.B.A.), Real Estate
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BS, Finance and Economics
CoStar Portfolio Strategy March 2007 - Present
WinnCompanies June 2006 - March 2007
Brown Brothers Harriman 2004 - 2006
JPMorgan Chase December 1997 - June 2004
Skills
Real Estate Finance, Real Estate Investment, Valuation, Cash Flow, Financial Modeling, Financial Reporting, Real Estate, Investors, Forecasting, Economics, Investment Properties, Spreadsheets, Rentals, Financial Analysis, Pricing, Reconciliations, Real Estate Economics, Asset Management, Due Diligence, Investments, Commercial Real Estate, Finance, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
Master of Business Administration (M.B.A.), Real Estate
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BS, Finance and Economics
Tony Fun Tony Fun's Brown Brothers Harriman Experience October 2015 - Present
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2015 - Present
Skills
Microsoft Excel, Event Planning, Microsoft Office, Teamwork, Microsoft Word, Data Analysis, Leadership, Financial Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Operations
Boston Latin School
Brown Brothers Harriman October 2015 - Present
Skills
Microsoft Excel, Event Planning, Microsoft Office, Teamwork, Microsoft Word, Data Analysis, Leadership, Financial Analysis
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Operations
Boston Latin School
Salma Yehia's Brown Brothers Harriman Experience July 2015 - Present
Job TEDxBU CoOrganizer | Public Speaker | Community Builder
Industry Civic & Social Organization
Experience
Brown Brothers Harriman July 2015 - Present
TEDxBU June 2014 - June 2015
Cambridge City Council May 2014 - October 2014
Boston University May 2013 - May 2014
Pensieve Foundation July 2013 - November 2013
U.S. Federation for Middle East Peace (UFMEP) May 2013 - August 2013
Boston University September 2012 - May 2013
Boston University College of General Studies September 2012 - May 2013
Boston University May 2012 - May 2013
Boston University September 2012 - April 2013
Skills
Research, Community Building, Teaching, Public Relations, Politics, Public Speaking, Nonprofits, Team Building, Digital Photography, Writing, Analysis, Editing, Press Releases, Strategic Planning, Leadership, Management, Microsoft Word, PowerPoint, English, Administrative..., Fundraising, Event Management, Video Editing, Budgeting, Community Outreach, Project Management, Microsoft Office, Event Planning, Social Media, Social Networking, Social media
Education
Boston University 2011 — 2015
Bachelor’s Degree, Political Science and Government
Lexington High School 2008 — 2011
High School Diploma
Brown Brothers Harriman July 2015 - Present
TEDxBU June 2014 - June 2015
Cambridge City Council May 2014 - October 2014
Boston University May 2013 - May 2014
Pensieve Foundation July 2013 - November 2013
U.S. Federation for Middle East Peace (UFMEP) May 2013 - August 2013
Boston University September 2012 - May 2013
Boston University College of General Studies September 2012 - May 2013
Boston University May 2012 - May 2013
Boston University September 2012 - April 2013
Skills
Research, Community Building, Teaching, Public Relations, Politics, Public Speaking, Nonprofits, Team Building, Digital Photography, Writing, Analysis, Editing, Press Releases, Strategic Planning, Leadership, Management, Microsoft Word, PowerPoint, English, Administrative..., Fundraising, Event Management, Video Editing, Budgeting, Community Outreach, Project Management, Microsoft Office, Event Planning, Social Media, Social Networking, Social media
Education
Boston University 2011 — 2015
Bachelor’s Degree, Political Science and Government
Lexington High School 2008 — 2011
High School Diploma
Jaskaran Singh's Brown Brothers Harriman Experience April 2015 - Present
Job Ops Intermediate Fund Transfer Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman September 2013 - March 2015
Enterprise Holdings Inc. June 2012 - August 2012
National Securities May 2011 - August 2011
Lakeshore Learning Store June 2010 - August 2010
Sun-Tech Construction Corporation June 2005 - August 2010
Skills
Microsoft Office, Foreign Languages, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Financial Analysis, Advertising, Market Research, Access, Spanish, Social Media, Sales, English, Research, Management, Outlook, Data Analysis, Marketing, Portfolio Management, Finance, Economics, Accounting
Education
Boston University 2009 — 2013
Business Administration, Finance, Law, Psychology
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration
Herricks High School 2005 — 2009
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman September 2013 - March 2015
Enterprise Holdings Inc. June 2012 - August 2012
National Securities May 2011 - August 2011
Lakeshore Learning Store June 2010 - August 2010
Sun-Tech Construction Corporation June 2005 - August 2010
Skills
Microsoft Office, Foreign Languages, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Financial Analysis, Advertising, Market Research, Access, Spanish, Social Media, Sales, English, Research, Management, Outlook, Data Analysis, Marketing, Portfolio Management, Finance, Economics, Accounting
Education
Boston University 2009 — 2013
Business Administration, Finance, Law, Psychology
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration
Herricks High School 2005 — 2009
Elizabeth Mak's Brown Brothers Harriman Experience March 2014 - October 2014
Job Financial Reporting
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
Brown Brothers Harriman March 2014 - October 2014
R.R.E.S. Inc. March 2013 - July 2014
Bento Cafe March 2013 - March 2014
When Pigs Fly Bakery May 2012 - February 2013
State Street April 2010 - April 2012
Skills
Budgets, Strategic Planning, HTML, Microsoft Excel, Social Media, Advertising, Microsoft Office, PowerPoint, Editing, Photoshop, Marketing, Microsoft Word, Windows, Outlook, Customer Service, Research, Adobe Acrobat, QuickBooks, Marketing Strategy, Marketing Research, Human Resources, Hands-on Training, Mac, Bookkeeping
Education
Boston University
Master of Science in Administrative Studies, Financial Economics Concentration
University of Massachusetts Amherst
Bachelor of Business Administration degree, Finance
J.P. Morgan December 2014 - Present
Brown Brothers Harriman March 2014 - October 2014
R.R.E.S. Inc. March 2013 - July 2014
Bento Cafe March 2013 - March 2014
When Pigs Fly Bakery May 2012 - February 2013
State Street April 2010 - April 2012
Skills
Budgets, Strategic Planning, HTML, Microsoft Excel, Social Media, Advertising, Microsoft Office, PowerPoint, Editing, Photoshop, Marketing, Microsoft Word, Windows, Outlook, Customer Service, Research, Adobe Acrobat, QuickBooks, Marketing Strategy, Marketing Research, Human Resources, Hands-on Training, Mac, Bookkeeping
Education
Boston University
Master of Science in Administrative Studies, Financial Economics Concentration
University of Massachusetts Amherst
Bachelor of Business Administration degree, Finance
Julie Drane Julie Drane's Brown Brothers Harriman Experience July 2008 - Present
Job Senior Fund Accountant Seeking Paralegal Position
Industry Legal Services
Experience
Brown Brothers Harriman July 2008 - Present
JPMorgan Chase June 2004 - July 2008
Middlesex County Registry of Deeds June 1999 - August 2002
Skills
Accounting, Mutual Funds, Bloomberg, Lotus Notes, Microsoft Excel, Microsoft Word, Westlaw, PACER, Legal Research, Clio, Legal Writing, Client Services
Education
Boston University 2015 — 2015
Paralegal Certificate, Paralegal, A
University of Massachusetts Dartmouth 1999 — 2004
Bachelor of Arts (B.A.), English (Writing and Communications)
Brown Brothers Harriman July 2008 - Present
JPMorgan Chase June 2004 - July 2008
Middlesex County Registry of Deeds June 1999 - August 2002
Skills
Accounting, Mutual Funds, Bloomberg, Lotus Notes, Microsoft Excel, Microsoft Word, Westlaw, PACER, Legal Research, Clio, Legal Writing, Client Services
Education
Boston University 2015 — 2015
Paralegal Certificate, Paralegal, A
University of Massachusetts Dartmouth 1999 — 2004
Bachelor of Arts (B.A.), English (Writing and Communications)
Paul Bernazzani Paul Bernazzani's Brown Brothers Harriman Experience October 2013 - Present
Job Corporate Actions Reorg Payments at Brown Brothers Harriman
Industry Marketing and Advertising
Experience
Brown Brothers Harriman October 2013 - Present
Stop and Shop January 2008 - Present
Stonehill College September 2009 - May 2013
TeamBonding May 2012 - August 2012
West Roxbury Community Center April 2005 - August 2011
Skills
PowerPoint, Word, Excel, Microsoft Office, Spanish, Facebook, Outlook, Event Planning
Education
Stonehill College 2009 — 2013
Bachelor of Science in Business Administration and Bachelor of Arts, Marketing and Economics
Boston Latin School 2003 — 2009
Brown Brothers Harriman October 2013 - Present
Stop and Shop January 2008 - Present
Stonehill College September 2009 - May 2013
TeamBonding May 2012 - August 2012
West Roxbury Community Center April 2005 - August 2011
Skills
PowerPoint, Word, Excel, Microsoft Office, Spanish, Facebook, Outlook, Event Planning
Education
Stonehill College 2009 — 2013
Bachelor of Science in Business Administration and Bachelor of Arts, Marketing and Economics
Boston Latin School 2003 — 2009
Dominique Laplanche Dominique Laplanche's Brown Brothers Harriman Experience May 2005 - October 2005
Job Risk Management Consultant at Citizens Bank
Industry Accounting
Experience
Citizens Bank April 2015 - Present
MassMutual Financial Group June 2013 - Present
BNY Mellon January 2011 - June 2013
PriceWaterHouseCoopers July 2006 - December 2007
Blue Cross Blue Shield of Massachusetts October 2005 - July 2006
Guardian Life Insurance January 2004 - July 2006
Brown Brothers Harriman May 2005 - October 2005
Mellon Bank September 2004 - May 2005
Guardian Life Insurance January 2004 - September 2004
STATE STREET CORPORATION January 1998 - June 2003
Skills
Accounting, Analysis, Financial Analysis, Process Improvement, Financial Reporting, Financial Services, Risk Management, Internal Controls, Program Management, Strategic Planning, Leadership, Finance, Data Analysis, Financial Statements, Nonprofits, Training, Management, Budgets, Portfolio Management, Account Reconciliation, Credit, Policy, Software Documentation, Forecasting, Project Planning, General Ledger
Education
Boston University
Post Graduate, Project Management
Salem State University
BS, Accountinng
Salem State University
Bachelor of Science, Business Administration; Accounting
Citizens Bank April 2015 - Present
MassMutual Financial Group June 2013 - Present
BNY Mellon January 2011 - June 2013
PriceWaterHouseCoopers July 2006 - December 2007
Blue Cross Blue Shield of Massachusetts October 2005 - July 2006
Guardian Life Insurance January 2004 - July 2006
Brown Brothers Harriman May 2005 - October 2005
Mellon Bank September 2004 - May 2005
Guardian Life Insurance January 2004 - September 2004
STATE STREET CORPORATION January 1998 - June 2003
Skills
Accounting, Analysis, Financial Analysis, Process Improvement, Financial Reporting, Financial Services, Risk Management, Internal Controls, Program Management, Strategic Planning, Leadership, Finance, Data Analysis, Financial Statements, Nonprofits, Training, Management, Budgets, Portfolio Management, Account Reconciliation, Credit, Policy, Software Documentation, Forecasting, Project Planning, General Ledger
Education
Boston University
Post Graduate, Project Management
Salem State University
BS, Accountinng
Salem State University
Bachelor of Science, Business Administration; Accounting
Anthony J. Mello Anthony J. Mello's Brown Brothers Harriman Experience November 2006 - June 2008
Job IT Project Manager / Scrum Master at Boston Heart Diagnostics
Industry Hospital & Health Care
Experience
Boston Heart Diagnostics December 2013 - Present
Verisk Health October 2012 - December 2013
Pearson Education June 2008 - October 2012
Fatboy Marinade 2004 - 2011
Brown Brothers Harriman November 2006 - June 2008
State Street Bank September 2005 - November 2006
Student Advantage June 2001 - October 2004
Fidelity Investments February 2001 - June 2001
Essential.com 1999 - 2001
Maison Robert - Restaurant Francaise January 1995 - November 1999
Skills
Agile Project Management, Agile Methodologies, Project Management, Software Project..., Scrum, SDLC, Process Improvement, Certified Scrum Master..., Program Management, Management, Vendor Management, PMO, Leadership, Business Analysis, Requirements Gathering, PMP, Requirements Analysis, Cross-functional Team..., Change Management, Requirements Management, Informatics, Disaster Recovery, SharePoint, Quality Assurance, Team Leadership, Product Marketing, Business Process..., Atlassian JIRA, Confluence, HIPAA, Project Portfolio..., Product Management, MS Project, Rally, Offshore Management, Data Analytics, Agile Leadership
Education
Harvard Business School Executive Education 2014 — 2014
Professional Development Program, Building Effective Teams
Boston Graduate School of Psychoanalysis 1998 — 1999
MA, Psychoanalysis
University of Maine 1990 — 1994
BA, Psychology
Savio Prep 1986 — 1990
Boston Heart Diagnostics December 2013 - Present
Verisk Health October 2012 - December 2013
Pearson Education June 2008 - October 2012
Fatboy Marinade 2004 - 2011
Brown Brothers Harriman November 2006 - June 2008
State Street Bank September 2005 - November 2006
Student Advantage June 2001 - October 2004
Fidelity Investments February 2001 - June 2001
Essential.com 1999 - 2001
Maison Robert - Restaurant Francaise January 1995 - November 1999
Skills
Agile Project Management, Agile Methodologies, Project Management, Software Project..., Scrum, SDLC, Process Improvement, Certified Scrum Master..., Program Management, Management, Vendor Management, PMO, Leadership, Business Analysis, Requirements Gathering, PMP, Requirements Analysis, Cross-functional Team..., Change Management, Requirements Management, Informatics, Disaster Recovery, SharePoint, Quality Assurance, Team Leadership, Product Marketing, Business Process..., Atlassian JIRA, Confluence, HIPAA, Project Portfolio..., Product Management, MS Project, Rally, Offshore Management, Data Analytics, Agile Leadership
Education
Harvard Business School Executive Education 2014 — 2014
Professional Development Program, Building Effective Teams
Boston Graduate School of Psychoanalysis 1998 — 1999
MA, Psychoanalysis
University of Maine 1990 — 1994
BA, Psychology
Savio Prep 1986 — 1990
Alexa Evans Schnauck Alexa Evans Schnauck's Brown Brothers Harriman Experience January 1996 - January 2002
Job Finance Manager at The Boys and Girls Club of Marshfield
Industry Nonprofit Organization Management
Experience
The Boys and Girls Club of Marshfield August 2012 - Present
Southeastern Philharmonic Orchestra October 2005 - Present
. September 2011 - June 2012
Brown Brothers Harriman January 1996 - January 2002
Mental Health Center of Greater January 1995 - January 1996
KidsPeace International January 1994 - January 1995
Skills
Microsoft Excel, Microsoft Office, Customer Service, Budgets, Process Improvement, Non-profits, QuickBooks, Nonprofits, Payroll, Financial Services, Healthcare, CRM, Finance, Outlook, Accounting, Accounts Payable, Accounts Receivable, Financial Analysis, Management, Time Management, Administrative..., Marketing, Microsoft Word
Education
Boston University 1992 — 1994
MBA, Business
Middlebury College 1989 — 1993
BA, Psychology, Education
The Boys and Girls Club of Marshfield August 2012 - Present
Southeastern Philharmonic Orchestra October 2005 - Present
. September 2011 - June 2012
Brown Brothers Harriman January 1996 - January 2002
Mental Health Center of Greater January 1995 - January 1996
KidsPeace International January 1994 - January 1995
Skills
Microsoft Excel, Microsoft Office, Customer Service, Budgets, Process Improvement, Non-profits, QuickBooks, Nonprofits, Payroll, Financial Services, Healthcare, CRM, Finance, Outlook, Accounting, Accounts Payable, Accounts Receivable, Financial Analysis, Management, Time Management, Administrative..., Marketing, Microsoft Word
Education
Boston University 1992 — 1994
MBA, Business
Middlebury College 1989 — 1993
BA, Psychology, Education
Ezgi Yagci's Brown Brothers Harriman Experience January 2005 - September 2005
Job Analyst at Balyasny Asset Management LP
Industry Financial Services
Experience
Balyasny Asset Management L.P. March 2015 - Present
Green Arrow Capital Management LLC (Millennium) February 2014 - December 2014
TIAA-CREF December 2009 - January 2014
Partner Fund Management (PFM) January 2006 - December 2008
RS Investments September 2005 - January 2006
Brown Brothers Harriman January 2005 - September 2005
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Asset Management, Financial Analysis, Long/Short Equity, Equities
Education
Boston University 2002 — 2004
Master of Arts (MA), Economics
Boston University 2000 — 2004
Bachelor of Arts, Economics, International Relations
Balyasny Asset Management L.P. March 2015 - Present
Green Arrow Capital Management LLC (Millennium) February 2014 - December 2014
TIAA-CREF December 2009 - January 2014
Partner Fund Management (PFM) January 2006 - December 2008
RS Investments September 2005 - January 2006
Brown Brothers Harriman January 2005 - September 2005
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Asset Management, Financial Analysis, Long/Short Equity, Equities
Education
Boston University 2002 — 2004
Master of Arts (MA), Economics
Boston University 2000 — 2004
Bachelor of Arts, Economics, International Relations
Matt Czerkowicz Matt Czerkowicz's Brown Brothers Harriman Experience November 2010 - August 2011
Job Balyasny Asset Management L.P.
Industry Financial Services
Experience
Balyasny Asset Management L.P. May 2015 - Present
GOTO - Boston October 2010 - Present
Macquarie Group July 2013 - August 2014
Bain Capital August 2011 - July 2013
Brown Brothers Harriman November 2010 - August 2011
Knight Capital Group May 2009 - July 2009
Bill Belisle Hockey School July 2004 - August 2008
Skills
Excel, PowerPoint, Bloomberg, Capital IQ, Account Reconciliation, Analysis, Financial Modeling, Microsoft Word, Financial Analysis, Outlook, Economics, Dreamweaver, Investments, Hedge Funds, Equities, Valuation, Series 63, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Skidmore College 2006 — 2010
BS, Business - Finance
Kent School 2005 — 2006
PG
Mount St. Charles Academy 2001 — 2005
Balyasny Asset Management L.P. May 2015 - Present
GOTO - Boston October 2010 - Present
Macquarie Group July 2013 - August 2014
Bain Capital August 2011 - July 2013
Brown Brothers Harriman November 2010 - August 2011
Knight Capital Group May 2009 - July 2009
Bill Belisle Hockey School July 2004 - August 2008
Skills
Excel, PowerPoint, Bloomberg, Capital IQ, Account Reconciliation, Analysis, Financial Modeling, Microsoft Word, Financial Analysis, Outlook, Economics, Dreamweaver, Investments, Hedge Funds, Equities, Valuation, Series 63, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Skidmore College 2006 — 2010
BS, Business - Finance
Kent School 2005 — 2006
PG
Mount St. Charles Academy 2001 — 2005
Nathan McConarty Nathan McConarty's Brown Brothers Harriman Experience October 2014 - Present
Job Assistant Vice President and Counsel at Brown Brothers Harriman
Industry Law Practice
Experience
Brown Brothers Harriman October 2014 - Present
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. January 2012 - October 2014
The New England Innocence Project September 2010 - December 2011
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. May 2009 - July 2009
The Law Offices of Howard Friedman, PC May 2008 - August 2008
The Kraft Sports Group September 2006 - August 2007
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2004 - July 2006
Skills
Legal Writing, Westlaw, Legal Research, Litigation, Mergers & Acquisitions, Securities Regulation, Corporate Law
Education
Boston College Law School 2008 — 2010
Doctor of Law (J.D.)
Suffolk University Law School 2007 — 2008
Attended First Year
Bates College 2000 — 2004
Bachelor of Arts (B.A.), History (Major), Spanish (Minor)
Newton North
Brown Brothers Harriman October 2014 - Present
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. January 2012 - October 2014
The New England Innocence Project September 2010 - December 2011
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. May 2009 - July 2009
The Law Offices of Howard Friedman, PC May 2008 - August 2008
The Kraft Sports Group September 2006 - August 2007
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2004 - July 2006
Skills
Legal Writing, Westlaw, Legal Research, Litigation, Mergers & Acquisitions, Securities Regulation, Corporate Law
Education
Boston College Law School 2008 — 2010
Doctor of Law (J.D.)
Suffolk University Law School 2007 — 2008
Attended First Year
Bates College 2000 — 2004
Bachelor of Arts (B.A.), History (Major), Spanish (Minor)
Newton North
Luke Ferriter, CFA Luke Ferriter, CFA's Brown Brothers Harriman Experience June 2005 - June 2006
Job Corporate Credit Analyst at Income Research & Management
Industry Investment Management
Experience
East Coast Asset Management February 2012 - September 2012
GMO June 2006 - August 2011
Brown Brothers Harriman June 2005 - June 2006
State Street Bank September 2003 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Equity Valuation, Bloomberg, Wealth Management, Investments, Equities, Asset Management, Mergers & Acquisitions, Fixed Income Analysis, Credit Analysis, Fixed Income, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA, Asset Management
Colby College 1999 — 2003
Bachelor of Arts, Economics
East Coast Asset Management February 2012 - September 2012
GMO June 2006 - August 2011
Brown Brothers Harriman June 2005 - June 2006
State Street Bank September 2003 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Equity Valuation, Bloomberg, Wealth Management, Investments, Equities, Asset Management, Mergers & Acquisitions, Fixed Income Analysis, Credit Analysis, Fixed Income, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA, Asset Management
Colby College 1999 — 2003
Bachelor of Arts, Economics
Nan-Marie Jaeger, CFA's Brown Brothers Harriman Experience 1980 - 2003
Job Portfolio manager at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC 2003 - Present
Brown Brothers Harriman 1980 - 2003
Skills
Asset Allocation, Investments, Fixed Income, Portfolio Management, Equities, Investment Strategies, Finance, Asset Management, Equity Research, Mutual Funds, Investment Management, Hedge Funds, Financial Markets, Alternative Investments, Investment Advisory
Education
St. Joseph's College (IN) 1972 — 1976
BA, Business Administration
Boston College - Wallace E. Carroll Graduate School of Management
MBA
LMCG Investments, LLC 2003 - Present
Brown Brothers Harriman 1980 - 2003
Skills
Asset Allocation, Investments, Fixed Income, Portfolio Management, Equities, Investment Strategies, Finance, Asset Management, Equity Research, Mutual Funds, Investment Management, Hedge Funds, Financial Markets, Alternative Investments, Investment Advisory
Education
St. Joseph's College (IN) 1972 — 1976
BA, Business Administration
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Steve Prois's Brown Brothers Harriman Experience April 2015 - Present
Job Transfer Agency Supervisor
Industry Investment Banking
Experience
Brown Brothers Harriman April 2015 - Present
NRS December 2013 - April 2015
Sallie Mae November 2011 - November 2013
UBS September 2000 - July 2008
Eaton Vance 1999 - 2000
Mellon bank 1998 - 1999
Skills
Finance, Securities, Strategic Planning, Fixed Income, Mutual Funds, Trading, Negotiation, CRM, Equities, Process Improvement, New Business Development, Leadership, Risk Management, Bloomberg, Securities Lending, Hedge Funds, Portfolio Management, Derivatives, Financial Services, Financial Modeling, Capital Markets, Asset Management, Investment Banking
Education
Boston College 1993 — 1997
BA, Political Science
somerville high 1990 — 1993
Brown Brothers Harriman April 2015 - Present
NRS December 2013 - April 2015
Sallie Mae November 2011 - November 2013
UBS September 2000 - July 2008
Eaton Vance 1999 - 2000
Mellon bank 1998 - 1999
Skills
Finance, Securities, Strategic Planning, Fixed Income, Mutual Funds, Trading, Negotiation, CRM, Equities, Process Improvement, New Business Development, Leadership, Risk Management, Bloomberg, Securities Lending, Hedge Funds, Portfolio Management, Derivatives, Financial Services, Financial Modeling, Capital Markets, Asset Management, Investment Banking
Education
Boston College 1993 — 1997
BA, Political Science
somerville high 1990 — 1993
Warren Luo's Brown Brothers Harriman Experience April 2014 - December 2014
Job Investment Research Analyst Intern at Acadian Asset Management
Industry Accounting
Experience
Acadian Asset Management February 2015 - May 2015
Brown Brothers Harriman April 2014 - December 2014
Boston Financial Investment Management February 2014 - March 2014
Boston University January 2011 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Market Research, Analysis, Data Analytics, Quantitative Finance, Alternative Investments, Corporate Finance, Derivatives, Economics, Equity Capital Markets, Financial Reporting, Fixed Income Analysis, Portfolio Management, Quantitative Analytics, Factiva, Argus Modeling
Education
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration, Accounting and Finance, Senior
Boston Latin School 2005 — 2009
Acadian Asset Management February 2015 - May 2015
Brown Brothers Harriman April 2014 - December 2014
Boston Financial Investment Management February 2014 - March 2014
Boston University January 2011 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Market Research, Analysis, Data Analytics, Quantitative Finance, Alternative Investments, Corporate Finance, Derivatives, Economics, Equity Capital Markets, Financial Reporting, Fixed Income Analysis, Portfolio Management, Quantitative Analytics, Factiva, Argus Modeling
Education
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration, Accounting and Finance, Senior
Boston Latin School 2005 — 2009
Adam Earle's Brown Brothers Harriman Experience October 1996 - September 2004
Job Vice President, Commercial Lending
Industry Banking
Experience
TD Bank October 2004 - Present
Brown Brothers Harriman October 1996 - September 2004
Skills
Mergers & Acquisitions, Commercial Banking, Start-ups, Credit Analysis, Commercial Lending, Banking, Mergers, Management, Credit Risk, Credit, Mortgage Lending, Loans, Portfolio Management, Financial Analysis
Education
Boston University 1999 — 2001
MBA, Finance
University of New Hampshire 1991 — 1995
Avon Old Farms 1989 — 1991
TD Bank October 2004 - Present
Brown Brothers Harriman October 1996 - September 2004
Skills
Mergers & Acquisitions, Commercial Banking, Start-ups, Credit Analysis, Commercial Lending, Banking, Mergers, Management, Credit Risk, Credit, Mortgage Lending, Loans, Portfolio Management, Financial Analysis
Education
Boston University 1999 — 2001
MBA, Finance
University of New Hampshire 1991 — 1995
Avon Old Farms 1989 — 1991
Mary Southworth Mary Southworth's Brown Brothers Harriman Experience January 1999 - November 2005
Job Principal Content Editor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Total Performance Sports December 2010 - Present
Liberty Mutual Insurance March 2011 - July 2011
(Freelance/contracting) March 2009 - July 2010
Bank of America 2006 - 2009
Wellesley Information Services May 2005 - July 2006
Brown Brothers Harriman January 1999 - November 2005
Skills
Content Strategy, Content Management, Retail Banking, SEO, Web Content, Copy Editing, Blogging, Newsletters, Digital Strategy, Web Analytics, Social Media, User Interface Design, SEM, Marketing, Editing, Usability
Education
University of Massachusetts Boston 2000 — 2004
Masters, English Literature
Boston University 1996 — 1998
BA, Literature and Art History/Aesthestics
Suffolk County Community College 1992 — 1996
AA, Liberal Arts
Fidelity Investments July 2011 - Present
Total Performance Sports December 2010 - Present
Liberty Mutual Insurance March 2011 - July 2011
(Freelance/contracting) March 2009 - July 2010
Bank of America 2006 - 2009
Wellesley Information Services May 2005 - July 2006
Brown Brothers Harriman January 1999 - November 2005
Skills
Content Strategy, Content Management, Retail Banking, SEO, Web Content, Copy Editing, Blogging, Newsletters, Digital Strategy, Web Analytics, Social Media, User Interface Design, SEM, Marketing, Editing, Usability
Education
University of Massachusetts Boston 2000 — 2004
Masters, English Literature
Boston University 1996 — 1998
BA, Literature and Art History/Aesthestics
Suffolk County Community College 1992 — 1996
AA, Liberal Arts
Andrew Kittredge, CFA Andrew Kittredge, CFA's Brown Brothers Harriman Experience 2005 - 2005
Job Senior Software Engineer and Financial Analyst at Calcbench
Industry Information Technology and Services
Experience
Calcbench March 2014 - Present
Flipkey August 2011 - February 2014
Compete, Inc. December 2009 - August 2011
Pragmatic Works April 2009 - August 2009
Numeric Investors November 2007 - November 2008
eSecLending 2005 - 2007
Brown Brothers Harriman 2005 - 2005
Education
Boston University 2006 — 2011
Masters, Computer Science
Gettysburg College 2000 — 2004
BA, Economics
Narragansett High School 1996 — 2000
Calcbench March 2014 - Present
Flipkey August 2011 - February 2014
Compete, Inc. December 2009 - August 2011
Pragmatic Works April 2009 - August 2009
Numeric Investors November 2007 - November 2008
eSecLending 2005 - 2007
Brown Brothers Harriman 2005 - 2005
Education
Boston University 2006 — 2011
Masters, Computer Science
Gettysburg College 2000 — 2004
BA, Economics
Narragansett High School 1996 — 2000
Jeanne Paradise's Brown Brothers Harriman Experience June 1998 - September 1999
Job Marketing Manager at Agritec Americas Corp.
Industry International Trade and Development
Experience
Agritec Americas Corp. December 2013 - Present
Community Boating Center, Inc. June 2004 - November 2012
Brown University November 2000 - June 2004
Acushnet Elementary School September 1999 - June 2000
Brown Brothers Harriman June 1998 - September 1999
The Environmental Careers Organization 1997 - 1998
Skills
QuickBooks, Microsoft Office, Event Planning, Program Management, Office Management, Customer Service, Administrative..., Social Services, Non-profits, Management, Community Outreach, PowerPoint, Press Releases, Leadership, Event Management, Business Development, Fundraising, Grant Writing, Public Relations, Volunteer Management, Copywriting, Human Resources, Research, Social Media Marketing, Program Development, Creative Writing, Editing, Project Planning, Public Speaking, Data Entry, Marketing, Budgets, Policy, Team Building, System Administration, Strategic Planning, Newsletters, Marketing Communications, Microsoft Excel, Social Media, Grants, Teaching, Philanthropy, Sales, Microsoft Word, Office Administration, Recruiting, Facebook, Program Evaluation, Nonprofits
Education
Boston University 1994 — 1998
Bachelor's degree, Communication and Media Studies
Agritec Americas Corp. December 2013 - Present
Community Boating Center, Inc. June 2004 - November 2012
Brown University November 2000 - June 2004
Acushnet Elementary School September 1999 - June 2000
Brown Brothers Harriman June 1998 - September 1999
The Environmental Careers Organization 1997 - 1998
Skills
QuickBooks, Microsoft Office, Event Planning, Program Management, Office Management, Customer Service, Administrative..., Social Services, Non-profits, Management, Community Outreach, PowerPoint, Press Releases, Leadership, Event Management, Business Development, Fundraising, Grant Writing, Public Relations, Volunteer Management, Copywriting, Human Resources, Research, Social Media Marketing, Program Development, Creative Writing, Editing, Project Planning, Public Speaking, Data Entry, Marketing, Budgets, Policy, Team Building, System Administration, Strategic Planning, Newsletters, Marketing Communications, Microsoft Excel, Social Media, Grants, Teaching, Philanthropy, Sales, Microsoft Word, Office Administration, Recruiting, Facebook, Program Evaluation, Nonprofits
Education
Boston University 1994 — 1998
Bachelor's degree, Communication and Media Studies
Allison Ridge's Brown Brothers Harriman Experience June 2015 - Present
Job IT Finance Intern at Brown Brothers Harriman
Industry
Experience
Brown Brothers Harriman June 2015 - Present
Business in the Community Ireland June 2014 - August 2014
Turpin Hills Swim Club May 2012 - August 2014
Coach for College July 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Facebook, Microsoft Excel, English, Research, Outlook, Teaching, Photoshop, Social Media, Data Migration, Analytics
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Bachelor of Science (B.S.), Finance, Information Systems, Senior
Saint Ursula Academy 2008 — 2012
Brown Brothers Harriman June 2015 - Present
Business in the Community Ireland June 2014 - August 2014
Turpin Hills Swim Club May 2012 - August 2014
Coach for College July 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Facebook, Microsoft Excel, English, Research, Outlook, Teaching, Photoshop, Social Media, Data Migration, Analytics
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Bachelor of Science (B.S.), Finance, Information Systems, Senior
Saint Ursula Academy 2008 — 2012
Kevin Connors Kevin Connors's Brown Brothers Harriman Experience February 2012 - May 2013
Job Program Manager at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. November 2014 - Present
Boston Private Bank June 2013 - November 2014
Brown Brothers Harriman February 2012 - May 2013
Brown Brothers Harriman April 2009 - January 2012
Brown Brothers Harriman June 2006 - March 2009
Smith Barney February 2006 - June 2006
Merrill Lynch September 2005 - January 2006
Skills
Bloomberg, Mutual Funds, Capital Markets, Alternative Investments, Securities, Financial Services, Asset Management, Portfolio Management, Investments, Equities, Fixed Income, Relationship Management, Banking, Hedge Funds, Customer Service, Finance, Risk Management, Analysis, Financial Risk, Management
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Stonehill College 2002 — 2006
Bachelors, Business Administration and Management, General
Santander Bank, N.A. November 2014 - Present
Boston Private Bank June 2013 - November 2014
Brown Brothers Harriman February 2012 - May 2013
Brown Brothers Harriman April 2009 - January 2012
Brown Brothers Harriman June 2006 - March 2009
Smith Barney February 2006 - June 2006
Merrill Lynch September 2005 - January 2006
Skills
Bloomberg, Mutual Funds, Capital Markets, Alternative Investments, Securities, Financial Services, Asset Management, Portfolio Management, Investments, Equities, Fixed Income, Relationship Management, Banking, Hedge Funds, Customer Service, Finance, Risk Management, Analysis, Financial Risk, Management
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Stonehill College 2002 — 2006
Bachelors, Business Administration and Management, General
Michael Fallon, PMP Michael Fallon, PMP's Brown Brothers Harriman Experience February 2008 - June 2008
Job Project Manager at Staples
Industry Information Technology and Services
Experience
Staples September 2014 - Present
Fidelity Capital Markets October 2008 - September 2014
PMI MassBay Chapter February 2008 - June 2012
Fidelity Investments June 2008 - October 2008
Brown Brothers Harriman February 2008 - June 2008
Ecspan.com January 1999 - January 2008
Fidelity Investments August 2007 - December 2007
E*Trade Financial January 2005 - August 2007
Putnam Investments June 2000 - November 2004
Citizens Bank May 1999 - June 2000
Skills
PMP, Mutual Funds, Securities, Financial Services, Investments, Risk Management, Equities, Trading Systems, Program Management, SDLC, Business Analysis, Project Management, Finance, Visio, Agile Methodologies, Software Project..., Requirements Analysis, Requirements Gathering
Education
Boston University 2010 — 2013
MS CIS, IT Project Management
Merrimack College 2000 — 2004
Certified Financial Planning
Suffolk University - Sawyer Business School 1997 — 2000
BSBA, Finance
Defense Language Institute 1990 — 1991
German
Malden Catholic HS 1985 — 1989
Staples September 2014 - Present
Fidelity Capital Markets October 2008 - September 2014
PMI MassBay Chapter February 2008 - June 2012
Fidelity Investments June 2008 - October 2008
Brown Brothers Harriman February 2008 - June 2008
Ecspan.com January 1999 - January 2008
Fidelity Investments August 2007 - December 2007
E*Trade Financial January 2005 - August 2007
Putnam Investments June 2000 - November 2004
Citizens Bank May 1999 - June 2000
Skills
PMP, Mutual Funds, Securities, Financial Services, Investments, Risk Management, Equities, Trading Systems, Program Management, SDLC, Business Analysis, Project Management, Finance, Visio, Agile Methodologies, Software Project..., Requirements Analysis, Requirements Gathering
Education
Boston University 2010 — 2013
MS CIS, IT Project Management
Merrimack College 2000 — 2004
Certified Financial Planning
Suffolk University - Sawyer Business School 1997 — 2000
BSBA, Finance
Defense Language Institute 1990 — 1991
German
Malden Catholic HS 1985 — 1989
Christopher Bryson's Brown Brothers Harriman Experience June 2013 - October 2014
Job Senior Sales Development Representative at PandaDoc
Industry Information Technology and Services
Experience
PandaDoc September 2015 - Present
Bernstein Private Wealth Management October 2014 - August 2015
Brown Brothers Harriman June 2013 - October 2014
The Boston Globe June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Access, SAP, BI, Essbase, MEAPS, Bloomberg, Bloomberg Terminal, Microsoft Office, Infrastructure, Alternative Investments, Financial Modeling, Real Estate, Hedge Funds, Investments, Trading, Fixed Income, Equities, Finance, DCF Valuation, Comparable Analysis, Trading Systems, Accounting, Excel, PowerPoint, Research, Writing, Qualtrics, Training, Valuation, Economics, Analysis, Data Analysis, Asset Allocation, Mutual Funds, Leadership, Financial Services, Asset Management, Sales
Education
Boston University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Tampa Preparatory School 2005 — 2009
High School Diploma
PandaDoc September 2015 - Present
Bernstein Private Wealth Management October 2014 - August 2015
Brown Brothers Harriman June 2013 - October 2014
The Boston Globe June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Access, SAP, BI, Essbase, MEAPS, Bloomberg, Bloomberg Terminal, Microsoft Office, Infrastructure, Alternative Investments, Financial Modeling, Real Estate, Hedge Funds, Investments, Trading, Fixed Income, Equities, Finance, DCF Valuation, Comparable Analysis, Trading Systems, Accounting, Excel, PowerPoint, Research, Writing, Qualtrics, Training, Valuation, Economics, Analysis, Data Analysis, Asset Allocation, Mutual Funds, Leadership, Financial Services, Asset Management, Sales
Education
Boston University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Tampa Preparatory School 2005 — 2009
High School Diploma
David van Gelder, CFP®'s Brown Brothers Harriman Experience 1997 - 1998
Job President at van Gelder, Inc.
Industry Textiles
Experience
van Gelder, Inc. August 2001 - Present
Aon Consulting 2000 - 2001
Wellington Management 1998 - 1999
Brown Brothers Harriman 1997 - 1998
State Street Research 1996 - 1997
Skills
Strategic Planning, Business Strategy, Budgets, Finance, Investments, Negotiation, New Business Development, Portfolio Management, Sales, Sales Management, Team Building, Mutual Funds, Risk Management, Mergers, Financial Analysis, Account Management, Contract Negotiation, Customer Service
Education
Kennesaw State University 2002 — 2004
Financial Planning
Boston University 1997 — 1999
Masters, Finance and Economics
Boston University Questrom School of Business 1991 — 1995
BSBA, International Business
van Gelder, Inc. August 2001 - Present
Aon Consulting 2000 - 2001
Wellington Management 1998 - 1999
Brown Brothers Harriman 1997 - 1998
State Street Research 1996 - 1997
Skills
Strategic Planning, Business Strategy, Budgets, Finance, Investments, Negotiation, New Business Development, Portfolio Management, Sales, Sales Management, Team Building, Mutual Funds, Risk Management, Mergers, Financial Analysis, Account Management, Contract Negotiation, Customer Service
Education
Kennesaw State University 2002 — 2004
Financial Planning
Boston University 1997 — 1999
Masters, Finance and Economics
Boston University Questrom School of Business 1991 — 1995
BSBA, International Business
Neil Ryan, PMP's Brown Brothers Harriman Experience December 2013 - March 2015
Job Project Management / Operations Management Financial Services
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Brown Brothers Harriman December 2013 - March 2015
Fidelity Investments October 2012 - June 2013
State Street February 2012 - October 2012
William George Associates November 2010 - January 2011
Fidelity Investments August 2006 - April 2010
Fidelity Investments January 2004 - July 2006
Fidelity Investments June 2000 - December 2003
Skills
Risk Management, Project Management, Operations Management, Staff Development, Process Improvement, Mutual Funds, Management, Relationship Management, SDLC, PMP, Business Analysis, Fixed Income, Financial Services, Vendor Management, Business Process..., Six Sigma, Business Process..., Securities, Business Requirements, Bloomberg, Finance, Lean Transformation, Lean Culture, Lean Fundamentals, Lean Tools, Leadership, Equities, Product Management, Investments, Business Intelligence, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
University of Maine 1990 — 1994
BS, Finance
Fidelity Investments April 2015 - Present
Brown Brothers Harriman December 2013 - March 2015
Fidelity Investments October 2012 - June 2013
State Street February 2012 - October 2012
William George Associates November 2010 - January 2011
Fidelity Investments August 2006 - April 2010
Fidelity Investments January 2004 - July 2006
Fidelity Investments June 2000 - December 2003
Skills
Risk Management, Project Management, Operations Management, Staff Development, Process Improvement, Mutual Funds, Management, Relationship Management, SDLC, PMP, Business Analysis, Fixed Income, Financial Services, Vendor Management, Business Process..., Six Sigma, Business Process..., Securities, Business Requirements, Bloomberg, Finance, Lean Transformation, Lean Culture, Lean Fundamentals, Lean Tools, Leadership, Equities, Product Management, Investments, Business Intelligence, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
University of Maine 1990 — 1994
BS, Finance
Erica Choinski's Brown Brothers Harriman Experience March 2008 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
ISITC February 2012 - Present
Brown Brothers Harriman March 2008 - Present
ISITC June 2004 - February 2012
State Street Corporation July 2007 - February 2008
Investors Bank and Trust Company 2002 - 2007
Brown Brothers Harriman 2000 - 2002
Skills
Business Analysis, Asset Management, Management, Securities, Settlement, Account Reconciliation, Requirements Gathering, Trading, Portfolio Management, Relationship Management, Corporate Actions, Strategy, Software Project..., Investments, Quality Assurance, Integration, Process Improvement, Market Data, Securities Lending, Capital Markets, Visio, Middle Office, Hedge Funds, SDLC, Global Custody, Agile Methodologies, Requirements Analysis, Equities, Back Office, Derivatives, Financial Markets, Financial Services, SWIFT payments, Vendor Management, SWIFT messaging, Reference Data, User Acceptance Testing, PMO, Fixed Income, IT Strategy, Bloomberg, Banking, Risk Management, Project Management, Business Requirements, Payments, Program Management, Systems Analysis, Fund Accounting, Operational Risk
Education
Boston University
Bachelor of Arts (B.A.)
ISITC February 2012 - Present
Brown Brothers Harriman March 2008 - Present
ISITC June 2004 - February 2012
State Street Corporation July 2007 - February 2008
Investors Bank and Trust Company 2002 - 2007
Brown Brothers Harriman 2000 - 2002
Skills
Business Analysis, Asset Management, Management, Securities, Settlement, Account Reconciliation, Requirements Gathering, Trading, Portfolio Management, Relationship Management, Corporate Actions, Strategy, Software Project..., Investments, Quality Assurance, Integration, Process Improvement, Market Data, Securities Lending, Capital Markets, Visio, Middle Office, Hedge Funds, SDLC, Global Custody, Agile Methodologies, Requirements Analysis, Equities, Back Office, Derivatives, Financial Markets, Financial Services, SWIFT payments, Vendor Management, SWIFT messaging, Reference Data, User Acceptance Testing, PMO, Fixed Income, IT Strategy, Bloomberg, Banking, Risk Management, Project Management, Business Requirements, Payments, Program Management, Systems Analysis, Fund Accounting, Operational Risk
Education
Boston University
Bachelor of Arts (B.A.)
Michael. Dow's Brown Brothers Harriman Experience December 1993 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 1993 - Present
Skills
Project Management, Purchase Management, Tenant Improvement, Executive Management, Department Budgeting, International Project..., Facilities Management, Business Continuity..., Vendor Management, Leadership, Management, Event Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1994
MS, Finance
Northeastern University 1986 — 1991
BS, Business Administration - Finance
Brown Brothers Harriman December 1993 - Present
Skills
Project Management, Purchase Management, Tenant Improvement, Executive Management, Department Budgeting, International Project..., Facilities Management, Business Continuity..., Vendor Management, Leadership, Management, Event Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1994
MS, Finance
Northeastern University 1986 — 1991
BS, Business Administration - Finance
Michelle Handy's Brown Brothers Harriman Experience June 1997 - December 1999
Job Senior Vice President at GE Capital
Industry Banking
Experience
GE Capital April 2014 - Present
GE Capital March 2009 - April 2014
GE Capital May 2007 - March 2009
GE Capital April 2005 - May 2007
GE Capital April 2003 - March 2005
GE Capital October 2001 - March 2003
Brown Brothers Harriman June 1997 - December 1999
Skills
Credit Analysis, Portfolio Management, Financial Modeling, Capital Markets, Financial Analysis, Corporate Finance, Leveraged Finance, Due Diligence, Mergers & Acquisitions, Asset Based Lending, Valuation, Private Equity, Finance, Financial Risk, Credit
Education
University of Wisconsin-Madison - School of Business 2000 — 2001
MS, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
BS, Finance and Spanish
Hockaday 1990 — 1993
High School
Baldwin School 1989 — 1990
High School
GE Capital April 2014 - Present
GE Capital March 2009 - April 2014
GE Capital May 2007 - March 2009
GE Capital April 2005 - May 2007
GE Capital April 2003 - March 2005
GE Capital October 2001 - March 2003
Brown Brothers Harriman June 1997 - December 1999
Skills
Credit Analysis, Portfolio Management, Financial Modeling, Capital Markets, Financial Analysis, Corporate Finance, Leveraged Finance, Due Diligence, Mergers & Acquisitions, Asset Based Lending, Valuation, Private Equity, Finance, Financial Risk, Credit
Education
University of Wisconsin-Madison - School of Business 2000 — 2001
MS, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
BS, Finance and Spanish
Hockaday 1990 — 1993
High School
Baldwin School 1989 — 1990
High School
Phil DeCesar's Brown Brothers Harriman Experience 1996 - 2012
Job Information Technology Executive
Industry Information Technology and Services
Experience
Brown Brothers Harriman 1996 - 2012
Harvard Business School 1992 - 1996
Skills
Customer Relations, Budgeting, Problem Solving, Requirements Analysis, Financial Analysis, System Requirements, Contract Negotiations, Project Portfolio..., Software Project..., Project Implementation
Education
Boston University
Graduate Coursework, Computer Science
Harvard Business School
Executive Education Program "Managing the Information Resource"
University of Massachusetts (Boston State College)
Bachelor of Science (BS), Sociology, Computer Science, & Mathematics
Brown Brothers Harriman 1996 - 2012
Harvard Business School 1992 - 1996
Skills
Customer Relations, Budgeting, Problem Solving, Requirements Analysis, Financial Analysis, System Requirements, Contract Negotiations, Project Portfolio..., Software Project..., Project Implementation
Education
Boston University
Graduate Coursework, Computer Science
Harvard Business School
Executive Education Program "Managing the Information Resource"
University of Massachusetts (Boston State College)
Bachelor of Science (BS), Sociology, Computer Science, & Mathematics
Joseph Marini's Brown Brothers Harriman Experience June 2008 - September 2008
Job Contract UI Software Engineer at MIT Lincoln Laboratory
Industry Computer Software
Experience
MIT Lincoln Laboratory July 2010 - Present
Mass General Hospital April 2010 - July 2010
InfoMedics October 2009 - February 2010
Sovereign Bank October 2008 - May 2009
Brown Brothers Harriman June 2008 - September 2008
Telcordia Technologies September 2005 - June 2008
Wellington Management April 2005 - September 2005
CIENA CORPORATION - WAVE SMITHI NETWORKS EMS Acton, MA. November 2002 - March 2005
DIGITAL NETWORKS - Digital Network Product Group Nashua, NH 2001 - 2002
LUCENT TECHNOLOGIES, North Andover, MA 2000 - 2001
Skills
Java, Java Enterprise Edition, JSP, Ant, Eclipse, Subversion, JavaScript, AJAX, Object Oriented Design, CVS, Software Engineering, Swing, OOP, Web Applications, JSF, XSLT
Education
Boston University
B.S., Computer Science
Rivier College
Masters, Computer Science
MIT Lincoln Laboratory July 2010 - Present
Mass General Hospital April 2010 - July 2010
InfoMedics October 2009 - February 2010
Sovereign Bank October 2008 - May 2009
Brown Brothers Harriman June 2008 - September 2008
Telcordia Technologies September 2005 - June 2008
Wellington Management April 2005 - September 2005
CIENA CORPORATION - WAVE SMITHI NETWORKS EMS Acton, MA. November 2002 - March 2005
DIGITAL NETWORKS - Digital Network Product Group Nashua, NH 2001 - 2002
LUCENT TECHNOLOGIES, North Andover, MA 2000 - 2001
Skills
Java, Java Enterprise Edition, JSP, Ant, Eclipse, Subversion, JavaScript, AJAX, Object Oriented Design, CVS, Software Engineering, Swing, OOP, Web Applications, JSF, XSLT
Education
Boston University
B.S., Computer Science
Rivier College
Masters, Computer Science
Bryan DiMare's Brown Brothers Harriman Experience December 2013 - October 2014
Job Consultant at Cutter Associates
Industry Financial Services
Experience
Cutter Associates October 2014 - Present
Massachusetts Youth Leadership Foundation September 2011 - Present
College of the Holy Cross Alumni Association July 2008 - Present
Massachusetts Youth Leadership Foundation September 2012 - November 2014
Brown Brothers Harriman December 2013 - October 2014
Brown Brothers Harriman March 2013 - December 2013
Brown Brothers Harriman August 2011 - December 2013
Brown Brothers Harriman November 2010 - August 2011
Brown Brothers Harriman September 2007 - November 2010
Jesuit Volunteer Corps August 2006 - August 2007
Skills
ETFs, Global Custody, Financial Services, Securities, Mutual Funds, Bloomberg, Corporate Actions, Equities, Alternative Investments, Investments, Mentoring, MBA, Board of Director..., Leadership Development, Non-profit Board..., Leadership, Team Leadership, Youth Empowerment, Youth Mentoring, Community Service, Fixed Income, Public Speaking, Management, Nonprofits, Community Outreach, Risk Management, Funding
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master of Business Administration (MBA)
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Economics, Political Science
Cutter Associates October 2014 - Present
Massachusetts Youth Leadership Foundation September 2011 - Present
College of the Holy Cross Alumni Association July 2008 - Present
Massachusetts Youth Leadership Foundation September 2012 - November 2014
Brown Brothers Harriman December 2013 - October 2014
Brown Brothers Harriman March 2013 - December 2013
Brown Brothers Harriman August 2011 - December 2013
Brown Brothers Harriman November 2010 - August 2011
Brown Brothers Harriman September 2007 - November 2010
Jesuit Volunteer Corps August 2006 - August 2007
Skills
ETFs, Global Custody, Financial Services, Securities, Mutual Funds, Bloomberg, Corporate Actions, Equities, Alternative Investments, Investments, Mentoring, MBA, Board of Director..., Leadership Development, Non-profit Board..., Leadership, Team Leadership, Youth Empowerment, Youth Mentoring, Community Service, Fixed Income, Public Speaking, Management, Nonprofits, Community Outreach, Risk Management, Funding
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master of Business Administration (MBA)
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Economics, Political Science
Dave Gilligan's Brown Brothers Harriman Experience April 2011 - May 2012
Job CoOwner at Port City Photo Booth
Industry Financial Services
Experience
Stone Coast Fund Services May 2012 - Present
Port City Photo Booth February 2012 - Present
Brown Brothers Harriman April 2011 - May 2012
Brown Brothers Harriman April 2008 - April 2011
State Street Bank August 2007 - April 2008
Investors Bank & Trust April 2006 - August 2007
Skills
Leading Cross..., Requirements Gathering, Business Requirements, Software Requirements, Product Support, Troubleshooting, Requirements Analysis, Customer Service, Able To Multi-task, Project Implementation, Software Project..., Documentation, Cross-functional Team..., Leadership, Software Development, Software Documentation, Management, Business Analysis, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA
University of Vermont 2000 — 2004
B.S., Business Administration
Stone Coast Fund Services May 2012 - Present
Port City Photo Booth February 2012 - Present
Brown Brothers Harriman April 2011 - May 2012
Brown Brothers Harriman April 2008 - April 2011
State Street Bank August 2007 - April 2008
Investors Bank & Trust April 2006 - August 2007
Skills
Leading Cross..., Requirements Gathering, Business Requirements, Software Requirements, Product Support, Troubleshooting, Requirements Analysis, Customer Service, Able To Multi-task, Project Implementation, Software Project..., Documentation, Cross-functional Team..., Leadership, Software Development, Software Documentation, Management, Business Analysis, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA
University of Vermont 2000 — 2004
B.S., Business Administration
Edwin Menard's Brown Brothers Harriman Experience March 2008 - Present
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2008 - Present
BBH June 2006 - March 2008
Education
Boston University 1996 — 2001
Boston Latin Academy
Brown Brothers Harriman March 2008 - Present
BBH June 2006 - March 2008
Education
Boston University 1996 — 2001
Boston Latin Academy
Tino Ferrante's Brown Brothers Harriman Experience 1998 - 2005
Job Team Lead/Project Manager at INVESCO
Industry Information Technology and Services
Experience
INVESCO October 2007 - Present
Charles River Development February 2006 - October 2007
Brown Brothers Harriman 1998 - 2005
Skills
Requirements Gathering, Application Development, Quality Assurance, Change Management, Functional..., Data Mapping, Expense Management, Fixed Income, Equities, Bloomberg, Derivatives, Capital Markets, Trading Systems, Asset Management, Back Office, Options, Securities, FX, Risk Management, Requirements Analysis, Compliance, Hedge Funds, Agile, Visio, Order Management, User Acceptance Testing, Portfolio Management, Data Warehousing, SQL, Program Management, Trading, Vendor Management, Process Improvement, SQL Server, Market Data, Financial Markets, Banking, Documentation, Electronic Trading, Business Analysis, Customer Relations, Business Process, SDLC, Customer Service, Business Requirements, FX Options, Software Documentation, Software Development, Agile Methodologies
Education
Boston College 1992 — 1996
INVESCO October 2007 - Present
Charles River Development February 2006 - October 2007
Brown Brothers Harriman 1998 - 2005
Skills
Requirements Gathering, Application Development, Quality Assurance, Change Management, Functional..., Data Mapping, Expense Management, Fixed Income, Equities, Bloomberg, Derivatives, Capital Markets, Trading Systems, Asset Management, Back Office, Options, Securities, FX, Risk Management, Requirements Analysis, Compliance, Hedge Funds, Agile, Visio, Order Management, User Acceptance Testing, Portfolio Management, Data Warehousing, SQL, Program Management, Trading, Vendor Management, Process Improvement, SQL Server, Market Data, Financial Markets, Banking, Documentation, Electronic Trading, Business Analysis, Customer Relations, Business Process, SDLC, Customer Service, Business Requirements, FX Options, Software Documentation, Software Development, Agile Methodologies
Education
Boston College 1992 — 1996
David Weigner-Lodahl's Brown Brothers Harriman Experience January 2003 - January 2005
Job Director at Millward Brown Digital
Industry Market Research
Experience
Millward Brown Digital February 2015 - Present
Millward Brown Digital March 2014 - January 2015
Millward Brown Digital (formerly Compete, Inc.) May 2011 - December 2013
Cogent Research June 2010 - August 2010
Loomis Sayles January 2005 - July 2009
Brown Brothers Harriman January 2003 - January 2005
Skills
Business Strategy, Social Media, Marketing Research, Market Research, Data Analysis, Competitive Analysis, Analytics, Financial Analysis, Business Analysis, Analysis, Project Management, Microsoft Excel, SEO, Team Leadership, Product Development, Marketing Strategy, Management Consulting, Product Management, Blogging, Strategy, Entrepreneurship
Education
Boston University - School of Management 2009 — 2011
MS-MBA
Boston University 1998 — 2002
BA
Millward Brown Digital February 2015 - Present
Millward Brown Digital March 2014 - January 2015
Millward Brown Digital (formerly Compete, Inc.) May 2011 - December 2013
Cogent Research June 2010 - August 2010
Loomis Sayles January 2005 - July 2009
Brown Brothers Harriman January 2003 - January 2005
Skills
Business Strategy, Social Media, Marketing Research, Market Research, Data Analysis, Competitive Analysis, Analytics, Financial Analysis, Business Analysis, Analysis, Project Management, Microsoft Excel, SEO, Team Leadership, Product Development, Marketing Strategy, Management Consulting, Product Management, Blogging, Strategy, Entrepreneurship
Education
Boston University - School of Management 2009 — 2011
MS-MBA
Boston University 1998 — 2002
BA
Todd Glowac's Brown Brothers Harriman Experience 1998 - 2001
Job at GMO
Industry Information Technology and Services
Experience
GMO February 2010 - Present
StoneTurn Group July 2008 - February 2010
Energy Services Group November 2005 - July 2008
Standard & Poor's 2000 - 2005
Brown Brothers Harriman 1998 - 2001
Skills
C#, Application Development, SQL Server, CSS, ASP.NET, SQL, Access, HTML, T-SQL, .NET, VBA, Microsoft SQL Server, Software Development
Education
Boston University 1999 — 2000
Client Server Applications, Software Development
University of Wisconsin-Stevens Point 1992 — 1995
Bachelor of Arts, Philosophy/Business
GMO February 2010 - Present
StoneTurn Group July 2008 - February 2010
Energy Services Group November 2005 - July 2008
Standard & Poor's 2000 - 2005
Brown Brothers Harriman 1998 - 2001
Skills
C#, Application Development, SQL Server, CSS, ASP.NET, SQL, Access, HTML, T-SQL, .NET, VBA, Microsoft SQL Server, Software Development
Education
Boston University 1999 — 2000
Client Server Applications, Software Development
University of Wisconsin-Stevens Point 1992 — 1995
Bachelor of Arts, Philosophy/Business
Garth Davis's Brown Brothers Harriman Experience July 2014 - June 2015
Job Manager at Mass Innovation Labs
Industry Law Practice
Experience
Mass Innovation Labs July 2015 - Present
Brown Brothers Harriman July 2014 - June 2015
Iron Mountain March 2014 - May 2014
Analysis Group February 2013 - October 2013
Explorica April 2013 - May 2013
Petrucelly, Nadler & Norris, LLC March 2012 - May 2012
Massachusetts Information Technology Division September 2011 - November 2011
Massachusetts Superior Court March 2011 - May 2011
Boston Inspectional Services Department September 2010 - February 2011
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Civil Litigation, Courts, Policy, Intellectual Property, Research, Depositions, Trials, Mediation
Education
Northeastern University School of Law 2009 — 2012
JD, Intellectual property
Boston University 2005 — 2009
BA, Sociology and Philosophy
Mass Innovation Labs July 2015 - Present
Brown Brothers Harriman July 2014 - June 2015
Iron Mountain March 2014 - May 2014
Analysis Group February 2013 - October 2013
Explorica April 2013 - May 2013
Petrucelly, Nadler & Norris, LLC March 2012 - May 2012
Massachusetts Information Technology Division September 2011 - November 2011
Massachusetts Superior Court March 2011 - May 2011
Boston Inspectional Services Department September 2010 - February 2011
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Civil Litigation, Courts, Policy, Intellectual Property, Research, Depositions, Trials, Mediation
Education
Northeastern University School of Law 2009 — 2012
JD, Intellectual property
Boston University 2005 — 2009
BA, Sociology and Philosophy
Gregory Chin's Brown Brothers Harriman Experience 1996 - 1997
Job Managing Director at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP September 2014 - Present
Duff & Phelps June 2012 - September 2014
FTI Consulting October 2007 - June 2012
PricewaterhouseCoopers April 2006 - October 2007
Veritude. a Fidelity Investments Company 2001 - 2006
Veritude 2001 - 2004
Devonshire Publishing 2000 - 2001
Fidelity Investments 1997 - 2000
Brown Brothers Harriman 1996 - 1997
Price Waterhouse September 1989 - August 1996
Skills
Due Diligence, Financial Modeling, Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Private Equity, Corporate Finance, Management, Financial Reporting, Forecasting, Mergers, Mergers, Portfolio Management, Strategic Planning, Valuation, Venture Capital, Auditing, Business Valuation, Corporate Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSF, Finance
Boston University 1985 — 1989
Bachelor of Science (BS), Accounting
Boston University Questrom School of Business 1985 — 1989
BSBA, Accounting
Tappan Zee HS 1981 — 1985
HS
Grant Thornton LLP September 2014 - Present
Duff & Phelps June 2012 - September 2014
FTI Consulting October 2007 - June 2012
PricewaterhouseCoopers April 2006 - October 2007
Veritude. a Fidelity Investments Company 2001 - 2006
Veritude 2001 - 2004
Devonshire Publishing 2000 - 2001
Fidelity Investments 1997 - 2000
Brown Brothers Harriman 1996 - 1997
Price Waterhouse September 1989 - August 1996
Skills
Due Diligence, Financial Modeling, Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Private Equity, Corporate Finance, Management, Financial Reporting, Forecasting, Mergers, Mergers, Portfolio Management, Strategic Planning, Valuation, Venture Capital, Auditing, Business Valuation, Corporate Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSF, Finance
Boston University 1985 — 1989
Bachelor of Science (BS), Accounting
Boston University Questrom School of Business 1985 — 1989
BSBA, Accounting
Tappan Zee HS 1981 — 1985
HS
Randy Geise's Brown Brothers Harriman Experience November 2009 - Present
Job Relationship Manager Subcustodian Network & Counterparty Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2009 - Present
Brown Brothers Harriman November 2004 - November 2009
State Street Bank May 2002 - October 2004
Investors Bank & Trust May 2001 - April 2002
Skills
Financial Services, Financial Risk, Market Risk, Global Custody, Relationship Management, Process Improvement, Negotiation, Securities Regulation, International Business, Global Management, Vendor Management, Project Management, Settlement, Excel, Word, PowerPoint, Visio, FrontPage, Quickr, Lotus Notes, Capital Markets, Market Research, Analysis, Asset Management, Mutual Funds, Corporate Actions, CRM, Fixed Income, Due Diligence, Financial Markets, Equities, Bloomberg, Securities, Back Office, Banking, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Global Management
Harvard University 2001 — 2004
Certificate of Special Studies in Administration and Management, General Management
St. Lawrence University 1997 — 2001
BA, Government and Economics
Brown Brothers Harriman November 2009 - Present
Brown Brothers Harriman November 2004 - November 2009
State Street Bank May 2002 - October 2004
Investors Bank & Trust May 2001 - April 2002
Skills
Financial Services, Financial Risk, Market Risk, Global Custody, Relationship Management, Process Improvement, Negotiation, Securities Regulation, International Business, Global Management, Vendor Management, Project Management, Settlement, Excel, Word, PowerPoint, Visio, FrontPage, Quickr, Lotus Notes, Capital Markets, Market Research, Analysis, Asset Management, Mutual Funds, Corporate Actions, CRM, Fixed Income, Due Diligence, Financial Markets, Equities, Bloomberg, Securities, Back Office, Banking, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Global Management
Harvard University 2001 — 2004
Certificate of Special Studies in Administration and Management, General Management
St. Lawrence University 1997 — 2001
BA, Government and Economics
Bozidar Jovanovic's Brown Brothers Harriman Experience August 2004 - May 2006
Job Vice President at Bank Leumi
Industry Financial Services
Experience
Bank Leumi March 2014 - Present
Manhattanville College May 2009 - Present
Barclays January 2013 - June 2013
C12 Capital Management June 2011 - September 2012
Morgan Stanley Smith Barney March 2010 - June 2011
Halbis Capital Management April 2007 - May 2008
FrontPoint Partners LLC May 2006 - March 2007
Brown Brothers Harriman August 2004 - May 2006
Stonebrook March 2002 - August 2004
Bloomberg August 1998 - March 2002
Skills
Options, Volatility, Derivatives, Fixed Income, Hedge Funds, Quantitative Finance, Bloomberg, Equities, Alternative Investments, Trading, Quantitative Analytics, Trading Systems, Financial Markets, FX Options, Risk Management, Finance, Financial Analysis, Asset Management, Asset Allocation, Portfolio Management, Investments, Bonds, Investment Strategies, Financial Risk, Hedging, Mutual Funds, Commodity, Econometrics, Financial Modeling, Valuation, Capital Markets, Market Risk, Investment Banking, VBA, Academic Tutoring
Education
7 City Learning 2008 — 2009
Certificate in Qunatitiative Finance, Quantitative Finance
CFA Institute 2000 — 2003
CFA, Finance
Boston University 1992 — 1999
PhD, Physics
University of Belgrade 1988 — 1992
Diploma, Theoretical Physics
Bank Leumi March 2014 - Present
Manhattanville College May 2009 - Present
Barclays January 2013 - June 2013
C12 Capital Management June 2011 - September 2012
Morgan Stanley Smith Barney March 2010 - June 2011
Halbis Capital Management April 2007 - May 2008
FrontPoint Partners LLC May 2006 - March 2007
Brown Brothers Harriman August 2004 - May 2006
Stonebrook March 2002 - August 2004
Bloomberg August 1998 - March 2002
Skills
Options, Volatility, Derivatives, Fixed Income, Hedge Funds, Quantitative Finance, Bloomberg, Equities, Alternative Investments, Trading, Quantitative Analytics, Trading Systems, Financial Markets, FX Options, Risk Management, Finance, Financial Analysis, Asset Management, Asset Allocation, Portfolio Management, Investments, Bonds, Investment Strategies, Financial Risk, Hedging, Mutual Funds, Commodity, Econometrics, Financial Modeling, Valuation, Capital Markets, Market Risk, Investment Banking, VBA, Academic Tutoring
Education
7 City Learning 2008 — 2009
Certificate in Qunatitiative Finance, Quantitative Finance
CFA Institute 2000 — 2003
CFA, Finance
Boston University 1992 — 1999
PhD, Physics
University of Belgrade 1988 — 1992
Diploma, Theoretical Physics
Ambrose Chu's Brown Brothers Harriman Experience March 2012 - May 2012
Job
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
BNY Mellon January 2013 - December 2014
BNY Mellon June 2012 - January 2013
Brown Brothers Harriman March 2012 - May 2012
Pioneer Investments December 2011 - March 2012
MetLife October 2011 - March 2012
State Street March 2010 - December 2010
State Street October 2008 - March 2010
Westin Hotels May 2008 - October 2008
Boston University June 2006 - May 2008
Education
Harvard University 2014 — 2017
Master’s Degree
Boston University 2004 — 2008
Bachelor's Degree
BNY Mellon December 2014 - Present
BNY Mellon January 2013 - December 2014
BNY Mellon June 2012 - January 2013
Brown Brothers Harriman March 2012 - May 2012
Pioneer Investments December 2011 - March 2012
MetLife October 2011 - March 2012
State Street March 2010 - December 2010
State Street October 2008 - March 2010
Westin Hotels May 2008 - October 2008
Boston University June 2006 - May 2008
Education
Harvard University 2014 — 2017
Master’s Degree
Boston University 2004 — 2008
Bachelor's Degree
Heidi Sargent's Brown Brothers Harriman Experience December 1997 - December 1998
Job Director of Development Services at Liberty Mutual Investments
Industry Financial Services
Experience
Liberty Mutual Investments October 2014 - Present
Natixis Global Asset Management December 2012 - October 2014
Fidelity Investments March 2008 - October 2012
Dunkin' Brands 2006 - 2008
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 1999 - 2001
Fidelity Investments 1998 - 1999
Brown Brothers Harriman December 1997 - December 1998
State Street Bank July 1991 - December 1997
Skills
Leadership, Product Management, Program Management, Performance Management, Technical Staff..., Team Building, Relationship Management, IT Strategy, Business Communications, Web Project Management, Analytical Skills, Operations Management, Problem Management, Collaboration, Vendor Management, SDLC, Online Collaboration, Technical Liaison, Project Management, Instructional Design, Cross-team Collaboration, Direct Client..., Learning Management, Management
Education
University of Massachusetts Dartmouth
Bachelors of Science (B.S.), (1) Management and (2) Information Systems
Boston University
Certificate, Project Management
Liberty Mutual Investments October 2014 - Present
Natixis Global Asset Management December 2012 - October 2014
Fidelity Investments March 2008 - October 2012
Dunkin' Brands 2006 - 2008
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 1999 - 2001
Fidelity Investments 1998 - 1999
Brown Brothers Harriman December 1997 - December 1998
State Street Bank July 1991 - December 1997
Skills
Leadership, Product Management, Program Management, Performance Management, Technical Staff..., Team Building, Relationship Management, IT Strategy, Business Communications, Web Project Management, Analytical Skills, Operations Management, Problem Management, Collaboration, Vendor Management, SDLC, Online Collaboration, Technical Liaison, Project Management, Instructional Design, Cross-team Collaboration, Direct Client..., Learning Management, Management
Education
University of Massachusetts Dartmouth
Bachelors of Science (B.S.), (1) Management and (2) Information Systems
Boston University
Certificate, Project Management
Joseph McNally's Brown Brothers Harriman Experience March 1989 - March 1992
Job IT Vendor and Project Management at MetLife
Industry Insurance
Experience
Looking for Opportunities September 2015 - Present
MetLife December 2002 - August 2015
Bondbook, LLC January 2001 - October 2001
Pershing, a BNY Mellon company June 2000 - December 2000
Deutsche Bank September 1999 - May 2000
BNY Mellon September 1998 - August 1999
Citi September 1997 - August 1998
Fiduciary Trust Company February 1997 - August 1997
Julius Baer March 1992 - September 1996
Brown Brothers Harriman March 1989 - March 1992
Skills
Vendor Management, Business Analysis, Financial Services, Derivatives, Equities, Project Management, Bloomberg, Risk Management, Trading, Process Improvement, IT Strategy, SDLC, Portfolio Management, Investments, Mutual Funds, Securities, Fixed Income, Hedge Funds, FX Options, Financial Markets, Project Planning, User Acceptance Testing, Banking, Vendor Relationships, Middle Office, PMO, Vendor Contracts, Regression Testing, Functional..., Program Management, Management, Integration, Project Portfolio..., IT Management, Outsourcing, Business Process..., ITIL, Finance, Enterprise Architecture, Disaster Recovery, Requirements Analysis, Mergers, Business Process, Leadership, Change Management, Microsoft Excel, Settlement, Microsoft Office, Microsoft Project, Insurance
Education
Fordham Gabelli School of Business 1999 — 2000
Information & Communication Technology
St. John's University 1990 — 1992
MBA, Finance
City University of New York-Brooklyn College 1984 — 1988
BS, Business, Management & Finance
Boston University
PMP Managing Projects course
Looking for Opportunities September 2015 - Present
MetLife December 2002 - August 2015
Bondbook, LLC January 2001 - October 2001
Pershing, a BNY Mellon company June 2000 - December 2000
Deutsche Bank September 1999 - May 2000
BNY Mellon September 1998 - August 1999
Citi September 1997 - August 1998
Fiduciary Trust Company February 1997 - August 1997
Julius Baer March 1992 - September 1996
Brown Brothers Harriman March 1989 - March 1992
Skills
Vendor Management, Business Analysis, Financial Services, Derivatives, Equities, Project Management, Bloomberg, Risk Management, Trading, Process Improvement, IT Strategy, SDLC, Portfolio Management, Investments, Mutual Funds, Securities, Fixed Income, Hedge Funds, FX Options, Financial Markets, Project Planning, User Acceptance Testing, Banking, Vendor Relationships, Middle Office, PMO, Vendor Contracts, Regression Testing, Functional..., Program Management, Management, Integration, Project Portfolio..., IT Management, Outsourcing, Business Process..., ITIL, Finance, Enterprise Architecture, Disaster Recovery, Requirements Analysis, Mergers, Business Process, Leadership, Change Management, Microsoft Excel, Settlement, Microsoft Office, Microsoft Project, Insurance
Education
Fordham Gabelli School of Business 1999 — 2000
Information & Communication Technology
St. John's University 1990 — 1992
MBA, Finance
City University of New York-Brooklyn College 1984 — 1988
BS, Business, Management & Finance
Boston University
PMP Managing Projects course
Catherine M. Vacca's Brown Brothers Harriman Experience July 1995 - March 2000
Job SVP, CCO at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management July 2004 - April 2013
Brown Brothers Harriman July 1995 - March 2000
Education
Georgetown University Law Center 1983 — 1985
Master of Tax Law, Law
New England School of Law 1980 — 1983
JD, Law
Boston University 1975 — 1979
Bachelor of Arts, Philosophy and Political Science
HighMark Capital Management July 2004 - April 2013
Brown Brothers Harriman July 1995 - March 2000
Education
Georgetown University Law Center 1983 — 1985
Master of Tax Law, Law
New England School of Law 1980 — 1983
JD, Law
Boston University 1975 — 1979
Bachelor of Arts, Philosophy and Political Science
Walter Baronowski III's Brown Brothers Harriman Experience April 2007 - February 2008
Job Director/Founder at Baron Strategies Inc
Industry Financial Services
Experience
Baron Strategies Inc January 2008 - Present
Peak Futures Limited April 2010 - September 2011
Bank of New York Mellon February 2008 - July 2008
Brown Brothers Harriman April 2007 - February 2008
Skills
Alternative Investments, Investments, Hedge Funds, Financial Modeling, Equities, Private Equity, Asset Management, Valuation, Capital Markets, Fixed Income, Securities, Investment Banking, Financial Markets, Bloomberg, Portfolio Management
Education
New York University 2012 — 2013
Master of Science (MS), Global Finance
The Hong Kong University of Science and Technology 2012 — 2013
Master of Science (MS), Global Finance
Boston College 2002 — 2006
BA, Economics
Baron Strategies Inc January 2008 - Present
Peak Futures Limited April 2010 - September 2011
Bank of New York Mellon February 2008 - July 2008
Brown Brothers Harriman April 2007 - February 2008
Skills
Alternative Investments, Investments, Hedge Funds, Financial Modeling, Equities, Private Equity, Asset Management, Valuation, Capital Markets, Fixed Income, Securities, Investment Banking, Financial Markets, Bloomberg, Portfolio Management
Education
New York University 2012 — 2013
Master of Science (MS), Global Finance
The Hong Kong University of Science and Technology 2012 — 2013
Master of Science (MS), Global Finance
Boston College 2002 — 2006
BA, Economics
Eric Forrand's Brown Brothers Harriman Experience October 1991 - June 2004
Job Quality Integration Lead at Shire
Industry Pharmaceuticals
Experience
Shire May 2015 - Present
Shire Pharmaceuticals April 2014 - May 2015
Shire Pharmaceuticals August 2009 - April 2014
Shire Pharmaceuticals July 2004 - August 2009
Brown Brothers Harriman October 1991 - June 2004
Skills
GMP, Change Control, Quality Control, CAPA, Microbiology, LIMS, Laboratory, Sop, Aseptic Processing, GLP, 21 CFR Part 11, FDA, V&V, Validation, Biopharmaceuticals, Technology Transfer, SOP
Education
Harvard Extension School 2008 — 2013
ALM, Biotechnology
Boston University 1998 — 2002
BS, Biology
Shire May 2015 - Present
Shire Pharmaceuticals April 2014 - May 2015
Shire Pharmaceuticals August 2009 - April 2014
Shire Pharmaceuticals July 2004 - August 2009
Brown Brothers Harriman October 1991 - June 2004
Skills
GMP, Change Control, Quality Control, CAPA, Microbiology, LIMS, Laboratory, Sop, Aseptic Processing, GLP, 21 CFR Part 11, FDA, V&V, Validation, Biopharmaceuticals, Technology Transfer, SOP
Education
Harvard Extension School 2008 — 2013
ALM, Biotechnology
Boston University 1998 — 2002
BS, Biology
Bryan Demps's Brown Brothers Harriman Experience October 2009 - Present
Job at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2009 - Present
Bank of New York Mellon November 2005 - December 2008
Brown Brothers Harriman August 1998 - November 2005
State Street Bank August 1997 - August 1998
PNC Financial Services Group May 1994 - August 1997
Scudder Investments October 1992 - May 1994
Education
Boston University 2000 — 2003
M.S., Financial Economics
Northeastern University 1987 — 1992
B.S., Finance
Wagner High School, Philippines
Brown Brothers Harriman October 2009 - Present
Bank of New York Mellon November 2005 - December 2008
Brown Brothers Harriman August 1998 - November 2005
State Street Bank August 1997 - August 1998
PNC Financial Services Group May 1994 - August 1997
Scudder Investments October 1992 - May 1994
Education
Boston University 2000 — 2003
M.S., Financial Economics
Northeastern University 1987 — 1992
B.S., Finance
Wagner High School, Philippines
Erin Sibley's Brown Brothers Harriman Experience 2004 - 2005
Job Tax Lawyer
Industry Financial Services
Experience
Brown Brothers Harriman 2004 - 2005
Palmer & Dodge LLP 1998 - 2001
Arthur Andersen LLP 1996 - 1998
Skills
Writers, Tax Law
Education
Boston College Law School 1993 — 1996
Doctor of Law (J.D.)
Duke University 1989 — 1993
Bachelor of Arts (B.A.), Political Science, French
Brown Brothers Harriman 2004 - 2005
Palmer & Dodge LLP 1998 - 2001
Arthur Andersen LLP 1996 - 1998
Skills
Writers, Tax Law
Education
Boston College Law School 1993 — 1996
Doctor of Law (J.D.)
Duke University 1989 — 1993
Bachelor of Arts (B.A.), Political Science, French
Chun-Ting(Jessica) Su, CPA, MSA's Brown Brothers Harriman Experience June 2013 - September 2013
Job
Industry Financial Services
Experience
Santander Bank, N.A. September 2013 - Present
Brown Brothers Harriman June 2013 - September 2013
KPMG LLP (Boston Office) May 2011 - January 2013
KPMG Internal Audit and Risk Compliance Services(IARCS)/Accounting Advisory Service(AAS) January 2010 - March 2011
Boston College September 2007 - December 2007
KPMG Taiwan August 2006 - May 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2008
Master-MSA, Accounting
National Chengchi University 2002 — 2006
BS, Accounting
Santander Bank, N.A. September 2013 - Present
Brown Brothers Harriman June 2013 - September 2013
KPMG LLP (Boston Office) May 2011 - January 2013
KPMG Internal Audit and Risk Compliance Services(IARCS)/Accounting Advisory Service(AAS) January 2010 - March 2011
Boston College September 2007 - December 2007
KPMG Taiwan August 2006 - May 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2008
Master-MSA, Accounting
National Chengchi University 2002 — 2006
BS, Accounting
Jorge L. Ibarra-Rivera's Brown Brothers Harriman Experience January 2013 - Present
Job Associate Investor Services and Markets Offshhore Cayman, Bermuda, Dublin and Luxembourg at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman August 2012 - January 2013
Brown Brothers Harriman - Luxembourg September 2007 - August 2012
Brown Brothers Harriman February 2007 - December 2008
Skills
Fund Accounting, Bloomberg, Mutual Funds, Corporate Actions, Securities, Equities, Fund Administration, Fixed Income, Global Custody, Hedge Funds, Alternative Investments, Bloomberg Terminal, Investments, Derivatives, Financial Services, Securities Lending, Financial Analysis
Education
Boston University 2004 — 2005
MS, Finance
Suffolk University - Sawyer Business School 1996 — 2000
BS, International Business
Colegio Americano de Guatemala 1983 — 1995
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman August 2012 - January 2013
Brown Brothers Harriman - Luxembourg September 2007 - August 2012
Brown Brothers Harriman February 2007 - December 2008
Skills
Fund Accounting, Bloomberg, Mutual Funds, Corporate Actions, Securities, Equities, Fund Administration, Fixed Income, Global Custody, Hedge Funds, Alternative Investments, Bloomberg Terminal, Investments, Derivatives, Financial Services, Securities Lending, Financial Analysis
Education
Boston University 2004 — 2005
MS, Finance
Suffolk University - Sawyer Business School 1996 — 2000
BS, International Business
Colegio Americano de Guatemala 1983 — 1995
Joshua Sudbey's Brown Brothers Harriman Experience 2007 - 2008
Job Sr. Financial Analyst | Corporate Counsel at Revenue Solutions, Inc.
Industry Financial Services
Experience
Revenue Solutions, Inc. June 2015 - Present
Weber Shandwick June 2008 - June 2015
Exigen Services/StarSoft Development Labs January 2008 - May 2008
Brown Brothers Harriman 2007 - 2008
State Street 2006 - 2007
Skills
Corporate Law, Financial Services, Finance, Compliance, Strategic Communications, Social Media, Public Relations, Crisis Communications, Corporate Communications, Leadership, Strategy, Budgeting
Education
Suffolk Law School 2010 — 2014
JD, Law
Boston College - Carroll School of Management 2003 — 2007
Finance, Management / Finance
Revenue Solutions, Inc. June 2015 - Present
Weber Shandwick June 2008 - June 2015
Exigen Services/StarSoft Development Labs January 2008 - May 2008
Brown Brothers Harriman 2007 - 2008
State Street 2006 - 2007
Skills
Corporate Law, Financial Services, Finance, Compliance, Strategic Communications, Social Media, Public Relations, Crisis Communications, Corporate Communications, Leadership, Strategy, Budgeting
Education
Suffolk Law School 2010 — 2014
JD, Law
Boston College - Carroll School of Management 2003 — 2007
Finance, Management / Finance
Erin Molloy Paredes's Brown Brothers Harriman Experience July 2006 - October 2012
Job Asset Services Coordinator at Alexandria Real Estate Equities, Inc.
Industry Financial Services
Experience
Alexandria Real Estate Equities, Inc. May 2014 - Present
Cambridge Associates November 2012 - May 2014
Brown Brothers Harriman July 2006 - October 2012
W. B. Mason January 2006 - May 2006
Lehman Brothers January 2005 - April 2005
Skills
Bloomberg, Microsoft Office, Marketing, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA
Stonehill College 2002 — 2006
B.S., Business Administration
Alexandria Real Estate Equities, Inc. May 2014 - Present
Cambridge Associates November 2012 - May 2014
Brown Brothers Harriman July 2006 - October 2012
W. B. Mason January 2006 - May 2006
Lehman Brothers January 2005 - April 2005
Skills
Bloomberg, Microsoft Office, Marketing, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA
Stonehill College 2002 — 2006
B.S., Business Administration
Zachary Triscuit's Brown Brothers Harriman Experience September 2011 - Present
Job Senior Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2011 - Present
American Consumer Credit Counseling November 2007 - August 2011
Boston University October 2006 - October 2007
Oxford International May 2006 - October 2006
Skills
Access, Visio, SAS, Outlook, Microsoft Excel, PowerPoint, SPSS, Microsoft Word, Microsoft Office, SAP, SQL, R, Google Analytics, Oracle, Crystal Ball, Google Docs, Bloomberg, Morningstar, XLMiner, Training
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2011
Master of Business Administration, Finance and Business Analytics
Boston University 2002 — 2006
Bachelor of Arts and Sciences, History and Psychology
Brown Brothers Harriman September 2011 - Present
American Consumer Credit Counseling November 2007 - August 2011
Boston University October 2006 - October 2007
Oxford International May 2006 - October 2006
Skills
Access, Visio, SAS, Outlook, Microsoft Excel, PowerPoint, SPSS, Microsoft Word, Microsoft Office, SAP, SQL, R, Google Analytics, Oracle, Crystal Ball, Google Docs, Bloomberg, Morningstar, XLMiner, Training
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2011
Master of Business Administration, Finance and Business Analytics
Boston University 2002 — 2006
Bachelor of Arts and Sciences, History and Psychology
Kevin Witherell's Brown Brothers Harriman Experience September 2004 - July 2006
Job Account Specialist at SunTrust Bank
Industry Banking
Experience
SunTrust Bank July 2008 - Present
SunTrust Bank November 2006 - July 2008
Brown Brothers Harriman September 2004 - July 2006
Brown Brothers Harriman August 2003 - September 2004
Brown Brothers Harriman June 2001 - August 2003
Brown Brothers Harriman April 2000 - June 2001
Skills
Data Analysis, Training, Management, Microsoft Office, Accounting, Software Documentation, Leadership, System Administration, CRM, Microsoft Word, Higher Education, Teaching, Research, Public Speaking, Editing, Databases, Microsoft Excel, Account Reconciliation, Auditing, Access
Education
Boston University 1995 — 1999
Bachelor of Arts
SunTrust Bank July 2008 - Present
SunTrust Bank November 2006 - July 2008
Brown Brothers Harriman September 2004 - July 2006
Brown Brothers Harriman August 2003 - September 2004
Brown Brothers Harriman June 2001 - August 2003
Brown Brothers Harriman April 2000 - June 2001
Skills
Data Analysis, Training, Management, Microsoft Office, Accounting, Software Documentation, Leadership, System Administration, CRM, Microsoft Word, Higher Education, Teaching, Research, Public Speaking, Editing, Databases, Microsoft Excel, Account Reconciliation, Auditing, Access
Education
Boston University 1995 — 1999
Bachelor of Arts
Thy Nguyen Tran's Brown Brothers Harriman Experience May 2011 - January 2013
Job Business System Analyst at IHRDC
Industry Financial Services
Experience
IHRDC May 2013 - Present
Brown Brothers Harriman May 2011 - January 2013
ING October 2005 - May 2011
BNY Mellon January 1999 - June 2005
Fidelity Investments July 1997 - January 1999
Skills
Business Analysis, Project Management, Visio, Requirements Analysis, Functional..., Microsoft Excel, Eagle PACE, SQL, Oracle, OMNI
Education
Boston College 1993 — 1997
Bachelor of Arts (B.A.), Economics and Political Sciences
UMass Boston 2001 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
IHRDC May 2013 - Present
Brown Brothers Harriman May 2011 - January 2013
ING October 2005 - May 2011
BNY Mellon January 1999 - June 2005
Fidelity Investments July 1997 - January 1999
Skills
Business Analysis, Project Management, Visio, Requirements Analysis, Functional..., Microsoft Excel, Eagle PACE, SQL, Oracle, OMNI
Education
Boston College 1993 — 1997
Bachelor of Arts (B.A.), Economics and Political Sciences
UMass Boston 2001 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Behnan Isman Maxwell's Brown Brothers Harriman Experience August 2009 - August 2013
Job LMSW
Industry Mental Health Care
Experience
A.R.E.B.A. Casriel, Inc. September 2014 - May 2015
Interline EAP, Inc. September 2013 - May 2014
Brown Brothers Harriman August 2009 - August 2013
Brown Brothers Harriman June 2008 - July 2009
State Street May 2007 - May 2008
State Street (former Investors Bank & Trust) May 2006 - May 2007
Investors Bank and Trust September 2005 - May 2006
Education
Fordham University 2013 — 2015
Master of Social Work (MSW), Clinical/Medical Social Work
Boston University 2001 — 2004
B.A., Economics
A.R.E.B.A. Casriel, Inc. September 2014 - May 2015
Interline EAP, Inc. September 2013 - May 2014
Brown Brothers Harriman August 2009 - August 2013
Brown Brothers Harriman June 2008 - July 2009
State Street May 2007 - May 2008
State Street (former Investors Bank & Trust) May 2006 - May 2007
Investors Bank and Trust September 2005 - May 2006
Education
Fordham University 2013 — 2015
Master of Social Work (MSW), Clinical/Medical Social Work
Boston University 2001 — 2004
B.A., Economics
Steve Zizza's Brown Brothers Harriman Experience July 1990 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 1990 - Present
Skills
Mutual Funds, Securities, Hedge Funds, Fixed Income, Fund Accounting, Equities, Alternative Investments, Fund Administration, Bloomberg, Financial Services, Derivatives, Asset Management
Education
Suffolk University - Sawyer School of Management 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boston College - Carroll School of Management 1983 — 1987
BS, Finance, General
Brown Brothers Harriman July 1990 - Present
Skills
Mutual Funds, Securities, Hedge Funds, Fixed Income, Fund Accounting, Equities, Alternative Investments, Fund Administration, Bloomberg, Financial Services, Derivatives, Asset Management
Education
Suffolk University - Sawyer School of Management 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boston College - Carroll School of Management 1983 — 1987
BS, Finance, General
William Heath's Brown Brothers Harriman Experience 1987 - 1995
Job AVP, Global Markets at State Street
Industry Financial Services
Experience
State Street 1999 - Present
Fleet Bank 1996 - 1999
Brown Brothers Harriman 1987 - 1995
Skills
Mutual Funds, Fixed Income, Banking, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Investments, Derivatives, Portfolio Management, Securities, Asset Managment, Financial Analysis, Relationship Management, Alternative Investments, Trading, Capital Markets, Financial Markets, Foreign Exchange, Interest Rate..., Currency Futures, FX Options, Options Strategies, Asset Management, Global Custody, Cash Management, Investment Banking, Treasury Management, Financial Risk, Electronic Trading, Bonds, Credit Risk, Trading Systems, Middle Office, Investment Management, Treasury, Back Office
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance
Stonehill College
Bachelor of Science Business Administration
State Street 1999 - Present
Fleet Bank 1996 - 1999
Brown Brothers Harriman 1987 - 1995
Skills
Mutual Funds, Fixed Income, Banking, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Investments, Derivatives, Portfolio Management, Securities, Asset Managment, Financial Analysis, Relationship Management, Alternative Investments, Trading, Capital Markets, Financial Markets, Foreign Exchange, Interest Rate..., Currency Futures, FX Options, Options Strategies, Asset Management, Global Custody, Cash Management, Investment Banking, Treasury Management, Financial Risk, Electronic Trading, Bonds, Credit Risk, Trading Systems, Middle Office, Investment Management, Treasury, Back Office
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance
Stonehill College
Bachelor of Science Business Administration
Adam Wade's Brown Brothers Harriman Experience 1999 - 2002
Job Senior Metabolic Sales Specialist
Industry Pharmaceuticals
Experience
AbbVie December 2013 - Present
AbbVie 2012 - 2013
Abbott 2007 - 2012
Abbott 2005 - 2007
Paychex 2004 - 2005
CharterAuction.com 2003 - 2004
Brown Brothers Harriman 1999 - 2002
State Street Bank 1997 - 1999
Houlihan's Restaurants, Inc. 1996 - 1997
The Old Spaghetti Factory 1995 - 1996
Skills
Specialty Pharmaceutical, Endocrinology, Cardiology, Gastroenterology, Neuroscience, ENT, Diabetes, Pharmaceutical Sales, Pharmacy, Marketing, Training, Managed Care, Account Management, Selling Skills, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Master of Business Administration (MBA), Marketing and Finance
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science (BS), Hotel, Restaurant and Travel Administration
AbbVie December 2013 - Present
AbbVie 2012 - 2013
Abbott 2007 - 2012
Abbott 2005 - 2007
Paychex 2004 - 2005
CharterAuction.com 2003 - 2004
Brown Brothers Harriman 1999 - 2002
State Street Bank 1997 - 1999
Houlihan's Restaurants, Inc. 1996 - 1997
The Old Spaghetti Factory 1995 - 1996
Skills
Specialty Pharmaceutical, Endocrinology, Cardiology, Gastroenterology, Neuroscience, ENT, Diabetes, Pharmaceutical Sales, Pharmacy, Marketing, Training, Managed Care, Account Management, Selling Skills, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Master of Business Administration (MBA), Marketing and Finance
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science (BS), Hotel, Restaurant and Travel Administration
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation