Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Sundeepa Chugh Sundeepa Chugh's Brown Brothers Harriman Experience October 1999 - February 2000
Job
Industry Financial Services
Experience
BBVA Compass September 2010 - March 2011
ProAssurance September 2009 - January 2010
GATX Corporation July 2004 - July 2006
Kellogg Company March 2004 - June 2004
Sanford International September 2000 - November 2003
MFS August 1999 - September 2000
Brown Brothers Harriman October 1999 - February 2000
Skills
Financial Analysis, Forecasting, Financial Reporting, Managerial Finance, Strategic Financial..., Variance Analysis, Accounting, Corporate Finance, Budgets, Sarbanes-Oxley Act, Financial Modeling, Analysis, SAP, Financial Forecasting, Cash Flow, Management, Consolidation, Internal Audit, Internal Controls, US GAAP, P&L, Hyperion Enterprise, Essbase, Business Process, Finance
Education
Boston University - School of Management 1998 — 2000
MBA (Honors), and MIR (Masters of International Relations)
Panjab University Business School 1993 — 1995
Masters of Finance (High Honors), Business Finance & Accounting
Panjab University 1989 — 1993
Bachelors of Finance (Honors), Finance & Accounting
BBVA Compass September 2010 - March 2011
ProAssurance September 2009 - January 2010
GATX Corporation July 2004 - July 2006
Kellogg Company March 2004 - June 2004
Sanford International September 2000 - November 2003
MFS August 1999 - September 2000
Brown Brothers Harriman October 1999 - February 2000
Skills
Financial Analysis, Forecasting, Financial Reporting, Managerial Finance, Strategic Financial..., Variance Analysis, Accounting, Corporate Finance, Budgets, Sarbanes-Oxley Act, Financial Modeling, Analysis, SAP, Financial Forecasting, Cash Flow, Management, Consolidation, Internal Audit, Internal Controls, US GAAP, P&L, Hyperion Enterprise, Essbase, Business Process, Finance
Education
Boston University - School of Management 1998 — 2000
MBA (Honors), and MIR (Masters of International Relations)
Panjab University Business School 1993 — 1995
Masters of Finance (High Honors), Business Finance & Accounting
Panjab University 1989 — 1993
Bachelors of Finance (Honors), Finance & Accounting
Justine Laurie Justine Laurie's Brown Brothers Harriman Experience October 2003 - March 2004
Job President at Justine E Laurie, CPA, PC
Industry Accounting
Experience
Justine E Laurie, CPA, PC July 2012 - Present
Cherry, Bekaert & Holland September 2011 - July 2012
Carr, Riggs & Ingram, LLC July 2010 - September 2011
Countrywide Home Loans June 2005 - December 2008
Boston Stock Exchange March 2004 - June 2005
Brown Brothers Harriman October 2003 - March 2004
Skills
Accounting, Accounts Payable, General Ledger, Income Tax, Financial Statements, Payroll Services, Small Business
Education
Suffolk University - Sawyer School of Management 2011 — 2015
MBA, Accounting, 3.865
Boston University Questrom School of Business 1999 — 2003
Bachelors, Finance, 3.1
Justine E Laurie, CPA, PC July 2012 - Present
Cherry, Bekaert & Holland September 2011 - July 2012
Carr, Riggs & Ingram, LLC July 2010 - September 2011
Countrywide Home Loans June 2005 - December 2008
Boston Stock Exchange March 2004 - June 2005
Brown Brothers Harriman October 2003 - March 2004
Skills
Accounting, Accounts Payable, General Ledger, Income Tax, Financial Statements, Payroll Services, Small Business
Education
Suffolk University - Sawyer School of Management 2011 — 2015
MBA, Accounting, 3.865
Boston University Questrom School of Business 1999 — 2003
Bachelors, Finance, 3.1
Kelvin Wong Kelvin Wong's Brown Brothers Harriman Experience October 2007 - May 2013
Job Manager, HR Program Management at Akamai Technologies
Industry Human Resources
Experience
Akamai Technologies June 2014 - Present
Deloitte June 2013 - May 2014
Brown Brothers Harriman October 2007 - May 2013
Skills
Coaching, Change Management, Performance Management, Organizational Design, Human Resources, Organizational..., Employee Engagement, 360 Feedback, Process Improvement, Succession Planning, Leadership Development, Talent Management, Data Analysis, Organizational..., Workforce Planning, Implementation..., Employee Opinion Surveys, Financial Services, HR Consulting, User Experience Design, Project Management, Analytics, Employee Benefits, Onboarding, HRIS, Deferred Compensation, Talent Acquisition, Human Capital, Career Development, Management Consulting, Management, Leadership, Consulting, Strategy, Program Management
Education
Boston University
B.A., Psychology
William James College
M.A., Organizational Psychology
OD Intern - Beth Israel Deaconess Medical Center
Internship, Organizational Development
Harvard University Extension School
Marketing Management Course
Akamai Technologies June 2014 - Present
Deloitte June 2013 - May 2014
Brown Brothers Harriman October 2007 - May 2013
Skills
Coaching, Change Management, Performance Management, Organizational Design, Human Resources, Organizational..., Employee Engagement, 360 Feedback, Process Improvement, Succession Planning, Leadership Development, Talent Management, Data Analysis, Organizational..., Workforce Planning, Implementation..., Employee Opinion Surveys, Financial Services, HR Consulting, User Experience Design, Project Management, Analytics, Employee Benefits, Onboarding, HRIS, Deferred Compensation, Talent Acquisition, Human Capital, Career Development, Management Consulting, Management, Leadership, Consulting, Strategy, Program Management
Education
Boston University
B.A., Psychology
William James College
M.A., Organizational Psychology
OD Intern - Beth Israel Deaconess Medical Center
Internship, Organizational Development
Harvard University Extension School
Marketing Management Course
Angela Hwang's Brown Brothers Harriman Experience July 2011 - Present
Job Senior Relationship Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2011 - Present
Prudential Financial September 2010 - March 2011
Skills
PowerPoint, Mutual Funds, Microsoft Excel, Financial Modeling, Financial Analysis, Analysis, Microsoft Word, Finance, Investments, Customer Service, Financial Services
Education
Boston University - School of Management 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Brown Brothers Harriman July 2011 - Present
Prudential Financial September 2010 - March 2011
Skills
PowerPoint, Mutual Funds, Microsoft Excel, Financial Modeling, Financial Analysis, Analysis, Microsoft Word, Finance, Investments, Customer Service, Financial Services
Education
Boston University - School of Management 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Rick Chipouras Rick Chipouras's Brown Brothers Harriman Experience 2003 - 2004
Job CPA Candidate Actively Looking for a Position in Public Accounting.
Industry Accounting
Experience
International Association of Approved Basketball Officials (Board 130) 1987 - 2015
Cabot Money Management 2006 - 2006
Brown Brothers Harriman 2003 - 2004
Brown Brothers Harriman 2001 - 2003
Brown Brothers Harriman 1999 - 2001
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
Brown Brothers Harriman 1995 - 1997
Brown Brothers Harriman 1992 - 1995
State Street Bank 1989 - 1992
Education
Salem State College 2012 — 2013
Certificate
IAABO RefSchool 1986 — 1986
Boston University 1981 — 1985
Bachelor of Science (B.S.)
Lynn Classical HS
International Association of Approved Basketball Officials (Board 130) 1987 - 2015
Cabot Money Management 2006 - 2006
Brown Brothers Harriman 2003 - 2004
Brown Brothers Harriman 2001 - 2003
Brown Brothers Harriman 1999 - 2001
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
Brown Brothers Harriman 1995 - 1997
Brown Brothers Harriman 1992 - 1995
State Street Bank 1989 - 1992
Education
Salem State College 2012 — 2013
Certificate
IAABO RefSchool 1986 — 1986
Boston University 1981 — 1985
Bachelor of Science (B.S.)
Lynn Classical HS
Joseph Byrne, CFA Joseph Byrne, CFA's Brown Brothers Harriman Experience December 2003 - July 2004
Job AVP, Alternative Investment Due Diligence at LPL Financial
Industry Investment Management
Experience
LPL Financial July 2014 - Present
LPL Financial January 2014 - July 2014
LPL Financial August 2011 - January 2014
Putnam Investments July 2004 - August 2008
Brown Brothers Harriman December 2003 - July 2004
Skills
Alternative Investments, Hedge Funds, Financial Services, Operations Management, Equity Valuation, Equity Research, Asset Management, Equities, Mutual Funds, Financial Modeling, Financial Markets, Finance, Strategy, Bloomberg, Private Equity, Fixed Income, Investments, Financial Analysis, Due Diligence, Business Analysis, Corporate Finance, Portfolio Management, Valuation, Investment Management, Mergers & Acquisitions
Education
Boston University - School of Management 2009 — 2011
MBA in General Management, Finance Concentration
College of the Holy Cross 1999 — 2003
BA, Economics
Delbarton 1995 — 1999
LPL Financial July 2014 - Present
LPL Financial January 2014 - July 2014
LPL Financial August 2011 - January 2014
Putnam Investments July 2004 - August 2008
Brown Brothers Harriman December 2003 - July 2004
Skills
Alternative Investments, Hedge Funds, Financial Services, Operations Management, Equity Valuation, Equity Research, Asset Management, Equities, Mutual Funds, Financial Modeling, Financial Markets, Finance, Strategy, Bloomberg, Private Equity, Fixed Income, Investments, Financial Analysis, Due Diligence, Business Analysis, Corporate Finance, Portfolio Management, Valuation, Investment Management, Mergers & Acquisitions
Education
Boston University - School of Management 2009 — 2011
MBA in General Management, Finance Concentration
College of the Holy Cross 1999 — 2003
BA, Economics
Delbarton 1995 — 1999
John Saad John Saad's Brown Brothers Harriman Experience May 2014 - Present
Job Client Services Representative at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - Present
Raytheon BBN Technologies November 2012 - June 2013
Northwestern Mutual May 2012 - July 2012
Boston University November 2011 - December 2011
Vanderweil Engineers, LLP June 2011 - August 2011
Big Y Foods, Inc. September 2006 - July 2010
Skills
Microsoft Excel, Access, PowerPoint, Teamwork, Project Management, Conversational Spanish, Microsoft Word, Data Analysis, Windows, Business Strategy, Operations Management, Negotiation, Creativity, English, Leadership, Time Management
Education
Boston University - School of Management 2010 — 2013
BBA 2013, Operations Management, 3.4 out of 4.0 GPA
University of Massachusetts, Amherst
Xaverian Brothers High School 2005 — 2009
Brown Brothers Harriman May 2014 - Present
Raytheon BBN Technologies November 2012 - June 2013
Northwestern Mutual May 2012 - July 2012
Boston University November 2011 - December 2011
Vanderweil Engineers, LLP June 2011 - August 2011
Big Y Foods, Inc. September 2006 - July 2010
Skills
Microsoft Excel, Access, PowerPoint, Teamwork, Project Management, Conversational Spanish, Microsoft Word, Data Analysis, Windows, Business Strategy, Operations Management, Negotiation, Creativity, English, Leadership, Time Management
Education
Boston University - School of Management 2010 — 2013
BBA 2013, Operations Management, 3.4 out of 4.0 GPA
University of Massachusetts, Amherst
Xaverian Brothers High School 2005 — 2009
Kristin Rabon Kristin Rabon's Brown Brothers Harriman Experience October 2009 - May 2012
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte February 2015 - Present
Accenture May 2012 - January 2015
Brown Brothers Harriman October 2009 - May 2012
Brown Brothers Harriman October 2007 - October 2009
Brown Brothers Harriman July 2006 - October 2007
Brown Brothers Harriman April 2005 - July 2006
Brown Brothers Harriman February 2003 - April 2005
Skills
SDLC, Software Project..., Project Management, Process Improvement, Vendor Management, Risk Management, Business Process..., Program Management, Integration, IT Strategy, Management, Team Leadership, I&AM, Information Security..., Information Security...
Education
Boston University 2010 — 2011
Certification, Project Management
Norwich University 2004 — 2005
Masters, Information Assurance
University of Rhode Island 1997 — 2001
Bachelors, Management of Information Sciences
Deloitte February 2015 - Present
Accenture May 2012 - January 2015
Brown Brothers Harriman October 2009 - May 2012
Brown Brothers Harriman October 2007 - October 2009
Brown Brothers Harriman July 2006 - October 2007
Brown Brothers Harriman April 2005 - July 2006
Brown Brothers Harriman February 2003 - April 2005
Skills
SDLC, Software Project..., Project Management, Process Improvement, Vendor Management, Risk Management, Business Process..., Program Management, Integration, IT Strategy, Management, Team Leadership, I&AM, Information Security..., Information Security...
Education
Boston University 2010 — 2011
Certification, Project Management
Norwich University 2004 — 2005
Masters, Information Assurance
University of Rhode Island 1997 — 2001
Bachelors, Management of Information Sciences
Craig Solari Craig Solari's Brown Brothers Harriman Experience 1996 - 2000
Job Financial Services Professional
Industry Investment Management
Experience
SSGX 2014 - Present
Wipro Technologies 2010 - 2014
State Street Alternative Investment Solutions 2007 - 2009
State Street Alternative Investment Solutions 2005 - 2007
State Street 2000 - 2005
Brown Brothers Harriman 1996 - 2000
Skills
Hedge Funds, Private Equity, Financial Services, Alternative Investments, Mergers, Acquistions, Program Management, Business Strategy, Middle Office, Due Diligence, Integration, Finance, Project Management, Product Management, Fund Accounting, Fund Administration, Back Office, Corporate Actions, Applications..., Onboarding, Client Representation, New Business Set-up, Introducing New Products, Mergers & Acquisitions, Mutual Funds, Derivatives
Education
Boston University - School of Management 1996 — 1999
MBA, Finance
Stonehill College 1989 — 1993
BS, Business management
SSGX 2014 - Present
Wipro Technologies 2010 - 2014
State Street Alternative Investment Solutions 2007 - 2009
State Street Alternative Investment Solutions 2005 - 2007
State Street 2000 - 2005
Brown Brothers Harriman 1996 - 2000
Skills
Hedge Funds, Private Equity, Financial Services, Alternative Investments, Mergers, Acquistions, Program Management, Business Strategy, Middle Office, Due Diligence, Integration, Finance, Project Management, Product Management, Fund Accounting, Fund Administration, Back Office, Corporate Actions, Applications..., Onboarding, Client Representation, New Business Set-up, Introducing New Products, Mergers & Acquisitions, Mutual Funds, Derivatives
Education
Boston University - School of Management 1996 — 1999
MBA, Finance
Stonehill College 1989 — 1993
BS, Business management
Muy Chan's Brown Brothers Harriman Experience September 2013 - Present
Job Vice President, Relationship Manager, Global ETF Services at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman July 2010 - August 2013
Brown Brothers Harriman July 2006 - July 2010
Brown Brothers Harriman August 2003 - July 2006
Skills
Global Custody, Mutual Funds, Equities, Corporate Actions, Securities, Settlement, Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Alternative Investments, Back Office, Derivatives, Financial Markets, Middle Office, Bloomberg, Fund Administration, Securities Lending, Relationship Management
Education
Boston University Questrom School of Business 1999 — 2003
Boston University - School of Management
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman July 2010 - August 2013
Brown Brothers Harriman July 2006 - July 2010
Brown Brothers Harriman August 2003 - July 2006
Skills
Global Custody, Mutual Funds, Equities, Corporate Actions, Securities, Settlement, Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Alternative Investments, Back Office, Derivatives, Financial Markets, Middle Office, Bloomberg, Fund Administration, Securities Lending, Relationship Management
Education
Boston University Questrom School of Business 1999 — 2003
Boston University - School of Management
Dan Sauer Dan Sauer's Brown Brothers Harriman Experience 2001 - 2013
Job Client Service & Operations Leader in Financial Services Seeking New Opportunity
Industry Financial Services
Experience
State Street March 2015 - Present
Brown Brothers Harriman 2001 - 2013
Putnam Investments 1999 - 2001
First Data Investor Svc Group 1998 - 1999
Brown Brothers Harriman 1990 - 1998
Skills
Equities, Fixed Income, Securities, Mutual Funds, Hedge Funds, Bloomberg, Financial Services, Investments, Derivatives, Alternative Investments, Asset Management, Capital Markets, Banking, Bonds
Education
Boston University - School of Management 1995 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University 1987 — 1990
Bachelor of Science (BS), Finance, General
State University of New York at Albany 1985 — 1987
State Street March 2015 - Present
Brown Brothers Harriman 2001 - 2013
Putnam Investments 1999 - 2001
First Data Investor Svc Group 1998 - 1999
Brown Brothers Harriman 1990 - 1998
Skills
Equities, Fixed Income, Securities, Mutual Funds, Hedge Funds, Bloomberg, Financial Services, Investments, Derivatives, Alternative Investments, Asset Management, Capital Markets, Banking, Bonds
Education
Boston University - School of Management 1995 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University 1987 — 1990
Bachelor of Science (BS), Finance, General
State University of New York at Albany 1985 — 1987
Aron J Ponticelli's Brown Brothers Harriman Experience 1994 - 1996
Job Executive Director INDATA Software
Industry Information Technology and Services
Experience
INDATA 2001 - Present
Piedmont Valley Truffles 2001 - 2011
GoCargo 1999 - 2001
Thomson Financial 1996 - 1997
Brown Brothers Harriman 1994 - 1996
Skills
Entrepreneurship, Portfolio Management, Investments, Business Strategy, Start-ups, Strategic Planning, Hedge Funds, Asset Managment, Business Development, Equities, Business Planning, Strategy, Valuation, Corporate Finance, Venture Capital, Asset Management
Education
Boston University Graduate School of Management 1997 — 1999
Master of Business Administration (MBA)
INDATA 2001 - Present
Piedmont Valley Truffles 2001 - 2011
GoCargo 1999 - 2001
Thomson Financial 1996 - 1997
Brown Brothers Harriman 1994 - 1996
Skills
Entrepreneurship, Portfolio Management, Investments, Business Strategy, Start-ups, Strategic Planning, Hedge Funds, Asset Managment, Business Development, Equities, Business Planning, Strategy, Valuation, Corporate Finance, Venture Capital, Asset Management
Education
Boston University Graduate School of Management 1997 — 1999
Master of Business Administration (MBA)
Andrew Behrendt's Brown Brothers Harriman Experience September 2004 - February 2006
Job Assistant Controller at Invesco
Industry Real Estate
Experience
Invesco April 2012 - Present
TA Associates Realty December 2010 - April 2012
TA Associates Realty January 2008 - November 2010
TA Associates Realty March 2006 - December 2007
Brown Brothers Harriman September 2004 - February 2006
State Street July 2003 - August 2004
Skills
Real Estate, Financial Reporting, Valuation, Real Estate Economics, Mutual Funds, Financial Analysis, GAAP, Microsoft Excel, Financial Modeling, Private Equity, Portfolio Management, Asset Managment, Investments, Asset Management, Due Diligence, Corporate Finance
Education
Boston University - School of Management 2007 — 2010
MBA
Indiana University - Kelley School of Business 2000 — 2003
BS, Finance and International Business
Invesco April 2012 - Present
TA Associates Realty December 2010 - April 2012
TA Associates Realty January 2008 - November 2010
TA Associates Realty March 2006 - December 2007
Brown Brothers Harriman September 2004 - February 2006
State Street July 2003 - August 2004
Skills
Real Estate, Financial Reporting, Valuation, Real Estate Economics, Mutual Funds, Financial Analysis, GAAP, Microsoft Excel, Financial Modeling, Private Equity, Portfolio Management, Asset Managment, Investments, Asset Management, Due Diligence, Corporate Finance
Education
Boston University - School of Management 2007 — 2010
MBA
Indiana University - Kelley School of Business 2000 — 2003
BS, Finance and International Business
Page deGregorio Page deGregorio's Brown Brothers Harriman Experience January 2012 - Present
Job VP at BBH
Industry Investment Management
Experience
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman January 2009 - December 2011
Brown Brothers Harriman January 1999 - December 2008
Brown Brothers Harriman August 1997 - December 1998
Putnam Investments June 1995 - February 1997
Putnam Investments June 1992 - August 1994
Skills
Investments, Equities, Fixed Income, Securities, Bloomberg, Asset Management, Series 7, Portfolio Management, Financial Services, Valuation, Financial Modeling, Series 63, Private Equity, Fund Accounting, Risk Management, Corporate Actions, Investment Management, Mutual Funds, Management, Relationship Management, Financial Analysis, Finance, Internal Communications, Employee Engagement, Asset Allocation, Wealth Management, Leadership, Due Diligence, Investment Strategies, CRM, Business Analysis, Microsoft Excel, Strategy, Client Services
Education
Boston University Questrom School of Business 2003 — 2005
MSIM, Investment Management
Wellesley College 1993 — 1997
Bachelor of Arts (BA), Economics & Medieval Renaissance Studies
Winsor School 1986 — 1993
High School
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman January 2009 - December 2011
Brown Brothers Harriman January 1999 - December 2008
Brown Brothers Harriman August 1997 - December 1998
Putnam Investments June 1995 - February 1997
Putnam Investments June 1992 - August 1994
Skills
Investments, Equities, Fixed Income, Securities, Bloomberg, Asset Management, Series 7, Portfolio Management, Financial Services, Valuation, Financial Modeling, Series 63, Private Equity, Fund Accounting, Risk Management, Corporate Actions, Investment Management, Mutual Funds, Management, Relationship Management, Financial Analysis, Finance, Internal Communications, Employee Engagement, Asset Allocation, Wealth Management, Leadership, Due Diligence, Investment Strategies, CRM, Business Analysis, Microsoft Excel, Strategy, Client Services
Education
Boston University Questrom School of Business 2003 — 2005
MSIM, Investment Management
Wellesley College 1993 — 1997
Bachelor of Arts (BA), Economics & Medieval Renaissance Studies
Winsor School 1986 — 1993
High School
Mark Abdalla Mark Abdalla's Brown Brothers Harriman Experience 2005 - 2006
Job Research Associate at Manning & Napier
Industry Investment Management
Experience
Manning & Napier October 2014 - Present
Miller Howard Investments June 2014 - August 2014
CIBC World Markets 2013 - 2013
BNP Paribas 2007 - 2012
Credit Suisse 2006 - 2006
Brown Brothers Harriman 2005 - 2006
HLV Capital 2005 - 2005
Skills
Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Valuation, Investment Banking, Derivatives, Equities, Private Equity, Emerging Markets, Statistics
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University 2006 — 2007
MA, Economics
Carnegie Mellon University 2000 — 2004
BS, Economics
The University of Edinburgh
Study Abroad Program
United Nations International School
Manning & Napier October 2014 - Present
Miller Howard Investments June 2014 - August 2014
CIBC World Markets 2013 - 2013
BNP Paribas 2007 - 2012
Credit Suisse 2006 - 2006
Brown Brothers Harriman 2005 - 2006
HLV Capital 2005 - 2005
Skills
Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Valuation, Investment Banking, Derivatives, Equities, Private Equity, Emerging Markets, Statistics
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University 2006 — 2007
MA, Economics
Carnegie Mellon University 2000 — 2004
BS, Economics
The University of Edinburgh
Study Abroad Program
United Nations International School
Brian Snyder Brian Snyder's Brown Brothers Harriman Experience June 2008 - August 2008
Job Director, Strategic Alliances at Demandbase
Industry Internet
Experience
Demandbase May 2015 - Present
salesforce.com August 2014 - May 2015
salesforce.com May 2013 - August 2014
Madbrook Publishing October 2010 - May 2013
IBM August 2009 - October 2010
Citizens Market January 2009 - May 2009
Brown Brothers Harriman June 2008 - August 2008
Putnam Investments January 2003 - May 2007
American Express November 2001 - September 2002
Passports.com June 2001 - September 2001
Skills
Account-Based Marketing, Start-ups, Marketing, Strategy, CRM, Competitive Analysis, Entrepreneurship, Business Development, Sales, Strategic Partnerships, Enterprise Software, Product Development, Salesforce.com, Management, Analytics, Market Research, Management Consulting, Social Media Marketing, Digital Marketing, Networking, Financial Services, Sales Operations, Public Relations, Cross-functional Team..., Technology Platforms
Education
Boston University - School of Management 2007 — 2009
MBA
Syracuse University 1996 — 2001
BS, Marketing with Minor in Information Management and Technology at Syracuse University iSchool
Demandbase May 2015 - Present
salesforce.com August 2014 - May 2015
salesforce.com May 2013 - August 2014
Madbrook Publishing October 2010 - May 2013
IBM August 2009 - October 2010
Citizens Market January 2009 - May 2009
Brown Brothers Harriman June 2008 - August 2008
Putnam Investments January 2003 - May 2007
American Express November 2001 - September 2002
Passports.com June 2001 - September 2001
Skills
Account-Based Marketing, Start-ups, Marketing, Strategy, CRM, Competitive Analysis, Entrepreneurship, Business Development, Sales, Strategic Partnerships, Enterprise Software, Product Development, Salesforce.com, Management, Analytics, Market Research, Management Consulting, Social Media Marketing, Digital Marketing, Networking, Financial Services, Sales Operations, Public Relations, Cross-functional Team..., Technology Platforms
Education
Boston University - School of Management 2007 — 2009
MBA
Syracuse University 1996 — 2001
BS, Marketing with Minor in Information Management and Technology at Syracuse University iSchool
Karolina Zatz Karolina Zatz's Brown Brothers Harriman Experience July 2005 - August 2007
Job Senior Marketing Manager
Industry Internet
Experience
Sycle September 2014 - Present
WellnessFX (acquired 12/2013) November 2011 - August 2014
FremantleMedia January 2011 - April 2011
TreePeople August 2010 - September 2010
Embrace November 2009 - July 2010
826LA May 2009 - June 2010
Ashoka April 2009 - May 2009
Inertia Beverage Group August 2007 - December 2008
Brown Brothers Harriman July 2005 - August 2007
University College London - DPU 2003 - 2004
Skills
Social Media, Strategic Planning, Fundraising, Project Management, Entrepreneurship, Affiliate Marketing, Marketing, Online Marketing, Social Media Marketing, Management, CRM, Non-profits, Public Speaking, Competitive Analysis, Mobile Devices, Sales, SEO
Education
Boston University Questrom School of Business 1997 — 2000
Bachelor of Science
UCL
Master of Science
Sycle September 2014 - Present
WellnessFX (acquired 12/2013) November 2011 - August 2014
FremantleMedia January 2011 - April 2011
TreePeople August 2010 - September 2010
Embrace November 2009 - July 2010
826LA May 2009 - June 2010
Ashoka April 2009 - May 2009
Inertia Beverage Group August 2007 - December 2008
Brown Brothers Harriman July 2005 - August 2007
University College London - DPU 2003 - 2004
Skills
Social Media, Strategic Planning, Fundraising, Project Management, Entrepreneurship, Affiliate Marketing, Marketing, Online Marketing, Social Media Marketing, Management, CRM, Non-profits, Public Speaking, Competitive Analysis, Mobile Devices, Sales, SEO
Education
Boston University Questrom School of Business 1997 — 2000
Bachelor of Science
UCL
Master of Science
Jennifer Loveless's Brown Brothers Harriman Experience June 2005 - June 2008
Job Client Advisor at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - February 2015
Silver Bridge November 2011 - July 2013
Silver Bridge June 2008 - October 2011
Brown Brothers Harriman June 2005 - June 2008
Education
Boston University Questrom School of Business 2001 — 2005
B.S., Business Management / Finance
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - February 2015
Silver Bridge November 2011 - July 2013
Silver Bridge June 2008 - October 2011
Brown Brothers Harriman June 2005 - June 2008
Education
Boston University Questrom School of Business 2001 — 2005
B.S., Business Management / Finance
Lara Gast Lara Gast's Brown Brothers Harriman Experience 2004 - 2006
Job Program Manager, Energy Performance Contracting at Department of Veterans Affairs
Industry Government Administration
Experience
Department of Veterans Affairs January 2014 - Present
Department of Veterans Affairs January 2013 - January 2014
White House Council on Environmental Quality June 2012 - January 2013
Department of Veterans Affairs August 2011 - June 2012
U.S. Department of Energy- EIA June 2010 - December 2010
RedHill Realty Investors, LP 2006 - 2009
Brown Brothers Harriman 2004 - 2006
Skills
Private Equity, Sustainability, Marketing, Real Estate, Investor Relations, Energy, Public Relations, Capital Markets, Research, Project Management, Analysis, Leadership, Portfolio Management, Management
Education
The George Washington University - School of Business 2009 — 2011
MBA, Environmental Policy & Management
ESSEC Business School 2011 — 2011
MBA Exchange Program
Boston University Questrom School of Business 2000 — 2004
B.S., Finance & Operations Management
Coventry High School
Department of Veterans Affairs January 2014 - Present
Department of Veterans Affairs January 2013 - January 2014
White House Council on Environmental Quality June 2012 - January 2013
Department of Veterans Affairs August 2011 - June 2012
U.S. Department of Energy- EIA June 2010 - December 2010
RedHill Realty Investors, LP 2006 - 2009
Brown Brothers Harriman 2004 - 2006
Skills
Private Equity, Sustainability, Marketing, Real Estate, Investor Relations, Energy, Public Relations, Capital Markets, Research, Project Management, Analysis, Leadership, Portfolio Management, Management
Education
The George Washington University - School of Business 2009 — 2011
MBA, Environmental Policy & Management
ESSEC Business School 2011 — 2011
MBA Exchange Program
Boston University Questrom School of Business 2000 — 2004
B.S., Finance & Operations Management
Coventry High School
Laura Hubbell, CFA's Brown Brothers Harriman Experience March 2006 - August 2007
Job Director of Portfolio Management at SignatureFD
Industry Investment Management
Experience
SignatureFD January 2015 - Present
SignatureFD November 2007 - Present
Brown Brothers Harriman March 2006 - August 2007
Brown Brothers Harriman August 2004 - March 2006
Skills
Portfolio Management, Investment Management, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Hedge Funds, Fixed Income, Asset Managment, Equities, Wealth Management
Education
Boston University 2000 — 2004
MA, Economics
Boston University 2000 — 2004
BA, Economics
Boston University 2000 — 2004
BA, German Language and Literature
SignatureFD January 2015 - Present
SignatureFD November 2007 - Present
Brown Brothers Harriman March 2006 - August 2007
Brown Brothers Harriman August 2004 - March 2006
Skills
Portfolio Management, Investment Management, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Hedge Funds, Fixed Income, Asset Managment, Equities, Wealth Management
Education
Boston University 2000 — 2004
MA, Economics
Boston University 2000 — 2004
BA, Economics
Boston University 2000 — 2004
BA, German Language and Literature
Emily Saari, CFP®'s Brown Brothers Harriman Experience July 2007 - July 2008
Job at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2009 - Present
Rampart Investment Management July 2008 - August 2009
Brown Brothers Harriman July 2007 - July 2008
Skills
Hedge Funds, Alternative Investments, Securities, Series 7, Bloomberg, Investments, Mutual Funds, Equities, Series 63, Fixed Income, Asset Managment, Investment Management, Asset Allocation, Options, Investment Advisory, Retirement Planning
Education
Boston University - School of Management 2003 — 2007
BSBA, Finance
Merrill Lynch August 2009 - Present
Rampart Investment Management July 2008 - August 2009
Brown Brothers Harriman July 2007 - July 2008
Skills
Hedge Funds, Alternative Investments, Securities, Series 7, Bloomberg, Investments, Mutual Funds, Equities, Series 63, Fixed Income, Asset Managment, Investment Management, Asset Allocation, Options, Investment Advisory, Retirement Planning
Education
Boston University - School of Management 2003 — 2007
BSBA, Finance
Jean Hart Jean Hart's Brown Brothers Harriman Experience October 1992 - November 1993
Job Business Intelligence Developer at Steward Health Care
Industry Hospital & Health Care
Experience
Steward Health Care November 2013 - Present
Liberty Mutual Asset Management Group November 2011 - March 2013
Grantham, Mayo, Van Otterloo & Co. LLC October 2010 - October 2011
New England Biolabs May 2010 - July 2010
SetFocus 2009 - July 2009
Bank of New York Mellon November 1993 - April 2009
Brown Brothers Harriman October 1992 - November 1993
State Street Bank April 1988 - October 1992
GTE Government Systems April 1985 - April 1988
Skills
SSAS, SSIS, SSRS, Cadis, Business Intelligence, Data Warehousing, ETL, Microsoft SQL Server, T-SQL, Databases, Visio, MDX, Dashboard, Systems Analysis, Data Marts, OLAP, Analysis Services, Business Analysis, Business Intelligence..., Data Modeling, SQL, Testing, Requirements Gathering, Database Design, SDLC, Analysis, Data Integration, Relational Databases, DB2
Education
SetFocus LLC. 2009 — 2009
Certificate, Business Intelligence Master’s Program, With Distinction
Boston University Questrom School of Business 1986 — 1991
MBA, Business, Finance
Northeastern University 1982 — 1985
BS in MIS, Management Information Systems
Steward Health Care November 2013 - Present
Liberty Mutual Asset Management Group November 2011 - March 2013
Grantham, Mayo, Van Otterloo & Co. LLC October 2010 - October 2011
New England Biolabs May 2010 - July 2010
SetFocus 2009 - July 2009
Bank of New York Mellon November 1993 - April 2009
Brown Brothers Harriman October 1992 - November 1993
State Street Bank April 1988 - October 1992
GTE Government Systems April 1985 - April 1988
Skills
SSAS, SSIS, SSRS, Cadis, Business Intelligence, Data Warehousing, ETL, Microsoft SQL Server, T-SQL, Databases, Visio, MDX, Dashboard, Systems Analysis, Data Marts, OLAP, Analysis Services, Business Analysis, Business Intelligence..., Data Modeling, SQL, Testing, Requirements Gathering, Database Design, SDLC, Analysis, Data Integration, Relational Databases, DB2
Education
SetFocus LLC. 2009 — 2009
Certificate, Business Intelligence Master’s Program, With Distinction
Boston University Questrom School of Business 1986 — 1991
MBA, Business, Finance
Northeastern University 1982 — 1985
BS in MIS, Management Information Systems
Brian Reilly Brian Reilly's Brown Brothers Harriman Experience May 2010 - Present
Job Vice President, ETF Sales & Relationship Management
Industry Financial Services
Experience
Brown Brothers Harriman May 2010 - Present
Fidelity Investments January 2008 - May 2010
Fidelity Investments January 2001 - January 2008
Fidelity Investments February 1998 - January 2001
Fidelity Investments March 1996 - February 1998
Skills
ETFs, Mutual Funds, Alternative Investments, Product Management, FX, Financial Services, Series 7, Options, Product Marketing, Entrepreneurship, Relationship Management, FX Options, Asset Management, Trading Strategies, Equity Research, Investment Management, Retirement, Series 63, Emerging Markets, Investments, Financial Markets, Asset Allocation, Fixed Income, Securities, Equity Derivatives, Hedge Funds, Derivatives, Bloomberg, Portfolio Management, Equities, Investment Strategies, Financial Modeling, Investment Banking, Capital Markets, Trading Systems, FINRA, Trading
Education
Boston University - School of Management 1997 — 2000
MBA
Franklin and Marshall College 1986 — 1990
BA
Noble and Greenough School 1980 — 1986
Brown Brothers Harriman May 2010 - Present
Fidelity Investments January 2008 - May 2010
Fidelity Investments January 2001 - January 2008
Fidelity Investments February 1998 - January 2001
Fidelity Investments March 1996 - February 1998
Skills
ETFs, Mutual Funds, Alternative Investments, Product Management, FX, Financial Services, Series 7, Options, Product Marketing, Entrepreneurship, Relationship Management, FX Options, Asset Management, Trading Strategies, Equity Research, Investment Management, Retirement, Series 63, Emerging Markets, Investments, Financial Markets, Asset Allocation, Fixed Income, Securities, Equity Derivatives, Hedge Funds, Derivatives, Bloomberg, Portfolio Management, Equities, Investment Strategies, Financial Modeling, Investment Banking, Capital Markets, Trading Systems, FINRA, Trading
Education
Boston University - School of Management 1997 — 2000
MBA
Franklin and Marshall College 1986 — 1990
BA
Noble and Greenough School 1980 — 1986
Richard Welsh, CFA Richard Welsh, CFA's Brown Brothers Harriman Experience July 1990 - December 1992
Job Principal at Liquid Capital Partners
Industry Financial Services
Experience
Merrill Lynch April 2010 - February 2011
ING Investment Management July 2003 - August 2008
Columbus Circle Investors June 2002 - May 2004
Evergreen Investments July 1999 - November 2001
American Century Investments August 1994 - June 1999
Brown Brothers Harriman July 1990 - December 1992
Skills
Capital Markets, Wealth Management, Investment Management, Financial Analysis, Investor Relations, Equity Valuation, Risk Management, Equity Research, Portfolio Management, Investor Marketing, Financial Modeling, Research Management, Financial Services, Corporate Finance, Banking, Finance
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance/Accounting
Boston University 1986 — 1990
BA, Economics, Cum Laude
The Lawrenceville School 1985 — 1986
Tabor Academy 1982 — 1985
Merrill Lynch April 2010 - February 2011
ING Investment Management July 2003 - August 2008
Columbus Circle Investors June 2002 - May 2004
Evergreen Investments July 1999 - November 2001
American Century Investments August 1994 - June 1999
Brown Brothers Harriman July 1990 - December 1992
Skills
Capital Markets, Wealth Management, Investment Management, Financial Analysis, Investor Relations, Equity Valuation, Risk Management, Equity Research, Portfolio Management, Investor Marketing, Financial Modeling, Research Management, Financial Services, Corporate Finance, Banking, Finance
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance/Accounting
Boston University 1986 — 1990
BA, Economics, Cum Laude
The Lawrenceville School 1985 — 1986
Tabor Academy 1982 — 1985
Michelle Pouliot's Brown Brothers Harriman Experience March 2013 - Present
Job Vice President, Global Marketing & Communications at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman January 2005 - March 2013
Brown Brothers Harriman June 1998 - January 2005
Skills
Financial Services, Project Management, Team Leadership, Securities, Business Analysis, Product Management, Customer Service, SWIFT messaging, Requirements Analysis, Risk Management, Program Management
Education
University of Massachusetts Dartmouth 1994 — 1998
Bachelor of Science, Business Information Systems
Boston University 1999 — 2000
Certification, Web Design
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman January 2005 - March 2013
Brown Brothers Harriman June 1998 - January 2005
Skills
Financial Services, Project Management, Team Leadership, Securities, Business Analysis, Product Management, Customer Service, SWIFT messaging, Requirements Analysis, Risk Management, Program Management
Education
University of Massachusetts Dartmouth 1994 — 1998
Bachelor of Science, Business Information Systems
Boston University 1999 — 2000
Certification, Web Design
Hoyu Wu Hoyu Wu's Brown Brothers Harriman Experience September 2014 - Present
Job Supervisor, Investor Services & Markets at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman February 2014 - September 2014
Brown Brothers Harriman May 2012 - January 2014
SIS International Research June 2011 - August 2011
China International Capital Corporation Limited December 2010 - January 2011
Skills
Fixed Income, Derivatives, Equity Research, Financial Analysis, Equity Valuation, Financial Accounting, Bloomberg, Relationship Management, Mutual Funds, ETFs, Microsoft Excel, Analytics, Risk Management, VBA, SQL, Commodity Markets, Matlab, Corporate Communications, R
Education
Boston University - School of Management 2010 — 2012
Master of Science, Mathematical Finance
Peking University 2006 — 2010
Bachelor of Arts, Finance and Banking
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman February 2014 - September 2014
Brown Brothers Harriman May 2012 - January 2014
SIS International Research June 2011 - August 2011
China International Capital Corporation Limited December 2010 - January 2011
Skills
Fixed Income, Derivatives, Equity Research, Financial Analysis, Equity Valuation, Financial Accounting, Bloomberg, Relationship Management, Mutual Funds, ETFs, Microsoft Excel, Analytics, Risk Management, VBA, SQL, Commodity Markets, Matlab, Corporate Communications, R
Education
Boston University - School of Management 2010 — 2012
Master of Science, Mathematical Finance
Peking University 2006 — 2010
Bachelor of Arts, Finance and Banking
Tom McKeown Tom McKeown's Brown Brothers Harriman Experience 1989 - 1994
Job Vice President of Sales, XSP at SunGard
Industry Information Technology and Services
Experience
SunGard Financial Systems June 2014 - Present
Business Resource Services January 2010 - Present
Vermont Health CO-OP October 2012 - November 2013
FinTuition Ltd 2010 - June 2013
Business Resource Services 2000 - October 2012
2i Media November 2010 - December 2011
Information Management Network 2001 - 2010
Astec Consulting Group 1998 - 2000
Putnam Investments 1994 - 1998
Brown Brothers Harriman 1989 - 1994
Skills
Financial Services, Portfolio Management, Equities, Global Custody, Securities Lending, Investments, Securities, Fixed Income, Client Services, Capital Markets, New Business Development, Mutual Funds, Asset Management, Financial Markets, Public Speaking, Business Analysis, Fundraising, Hedge Funds, Strategic Planning, Business Development, Derivatives, Asset Managment
Education
Boston University Questrom School of Business 1992 — 1996
MBA
State University of New York College at Fredonia 1985 — 1989
Bachelors, Business Administration
-
SunGard Financial Systems June 2014 - Present
Business Resource Services January 2010 - Present
Vermont Health CO-OP October 2012 - November 2013
FinTuition Ltd 2010 - June 2013
Business Resource Services 2000 - October 2012
2i Media November 2010 - December 2011
Information Management Network 2001 - 2010
Astec Consulting Group 1998 - 2000
Putnam Investments 1994 - 1998
Brown Brothers Harriman 1989 - 1994
Skills
Financial Services, Portfolio Management, Equities, Global Custody, Securities Lending, Investments, Securities, Fixed Income, Client Services, Capital Markets, New Business Development, Mutual Funds, Asset Management, Financial Markets, Public Speaking, Business Analysis, Fundraising, Hedge Funds, Strategic Planning, Business Development, Derivatives, Asset Managment
Education
Boston University Questrom School of Business 1992 — 1996
MBA
State University of New York College at Fredonia 1985 — 1989
Bachelors, Business Administration
-
Peter Foersterling Peter Foersterling's Brown Brothers Harriman Experience May 2010 - July 2010
Job Financial Services Professional
Industry Financial Services
Experience
Winter Wyman 2000 - 2011
The Revolution Group 2000 - 2011
Brown Brothers Harriman May 2010 - July 2010
State Street Corporation, Securities Lending and Risk Management January 2008 - March 2009
CitiStreet (ING), Retirement Services February 2007 - October 2007
Analysis Factory July 2006 - January 2007
Investors Bank & Trust November 2005 - May 2006
CitiStreet (ING), Retirement Services March 2005 - October 2005
Commonwealth of Massachusetts March 2004 - January 2005
Neighborhood Assistance Corporation of America, National Office May 2002 - November 2003
Education
Boston University
B.S, Mechanical Engineering
MacMurray College
Winter Wyman 2000 - 2011
The Revolution Group 2000 - 2011
Brown Brothers Harriman May 2010 - July 2010
State Street Corporation, Securities Lending and Risk Management January 2008 - March 2009
CitiStreet (ING), Retirement Services February 2007 - October 2007
Analysis Factory July 2006 - January 2007
Investors Bank & Trust November 2005 - May 2006
CitiStreet (ING), Retirement Services March 2005 - October 2005
Commonwealth of Massachusetts March 2004 - January 2005
Neighborhood Assistance Corporation of America, National Office May 2002 - November 2003
Education
Boston University
B.S, Mechanical Engineering
MacMurray College
Eric Lowrey Eric Lowrey's Brown Brothers Harriman Experience May 1994 - October 2012
Job Managing Director US Trust
Industry Financial Services
Experience
US Trust November 2012 - Present
Brown Brothers Harriman May 1994 - October 2012
Dun & Bradstreet October 1989 - May 1994
Abt Associates 1988 - 1988
Skills
Investment Management, Estate Planning, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Fixed Income, Investments, Investment Advisory, Wealth Management..., Finance, Wealth, Alternative Investments, Securities, Hedge Funds, Series 7, Financial Services, Asset Management
Education
Boston University - School of Management 1998 — 2002
MBA
Lehigh University 1985 — 1989
BS
Belmont Hill School 1979 — 1985
High School
US Trust November 2012 - Present
Brown Brothers Harriman May 1994 - October 2012
Dun & Bradstreet October 1989 - May 1994
Abt Associates 1988 - 1988
Skills
Investment Management, Estate Planning, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Fixed Income, Investments, Investment Advisory, Wealth Management..., Finance, Wealth, Alternative Investments, Securities, Hedge Funds, Series 7, Financial Services, Asset Management
Education
Boston University - School of Management 1998 — 2002
MBA
Lehigh University 1985 — 1989
BS
Belmont Hill School 1979 — 1985
High School
Kathy Zureik Kathy Zureik's Brown Brothers Harriman Experience 2000 - December 2003
Job Sr. Project Manager
Industry Consumer Goods
Experience
Skinit May 2009 - Present
Sky Village Realty June 2008 - Present
SkinIt Inc. November 2006 - May 2009
SkinIt Inc. September 2005 - November 2006
SkinIt Inc. formerly Global Wireless Entertainment July 2005 - September 2005
Brown Brothers Harriman 2000 - December 2003
Skills
Product Management, Product Development, Cross-functional Team..., Competitive Analysis, Analytics, Project Management, Management, Process Improvement, Marketing Strategy, Marketing, Retail, Project Planning, Manufacturing, Budgets, Forecasting, Product Marketing, Contract Negotiation, Start-ups, Strategic Partnerships, E-commerce, Business Development, P&L Management, Market Research, Business Strategy, CRM, New Business Development, Product Launch, Mergers & Acquisitions, Program Management, Leadership, Business Planning, Strategy, Entrepreneurship, Online Marketing, Sales Operations, Strategic Planning, Salesforce.com, Email Marketing, International Business, Brand Management, Integrated Marketing
Education
San Diego State University-California State University 2004 — 2005
MSBA, Entrepreneurship
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance, International Business
Skinit May 2009 - Present
Sky Village Realty June 2008 - Present
SkinIt Inc. November 2006 - May 2009
SkinIt Inc. September 2005 - November 2006
SkinIt Inc. formerly Global Wireless Entertainment July 2005 - September 2005
Brown Brothers Harriman 2000 - December 2003
Skills
Product Management, Product Development, Cross-functional Team..., Competitive Analysis, Analytics, Project Management, Management, Process Improvement, Marketing Strategy, Marketing, Retail, Project Planning, Manufacturing, Budgets, Forecasting, Product Marketing, Contract Negotiation, Start-ups, Strategic Partnerships, E-commerce, Business Development, P&L Management, Market Research, Business Strategy, CRM, New Business Development, Product Launch, Mergers & Acquisitions, Program Management, Leadership, Business Planning, Strategy, Entrepreneurship, Online Marketing, Sales Operations, Strategic Planning, Salesforce.com, Email Marketing, International Business, Brand Management, Integrated Marketing
Education
San Diego State University-California State University 2004 — 2005
MSBA, Entrepreneurship
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance, International Business
Valerie Pholpituke's Brown Brothers Harriman Experience January 2004 - July 2004
Job Head, Sustainability and Community Engagement, Corporate Affairs, Americas
Industry Banking
Experience
Standard Chartered Bank August 2014 - Present
Standard Chartered Bank March 2005 - July 2014
Standard Chartered Bank September 2011 - February 2012
Standard Chartered Bank April 2006 - August 2011
Standard Chartered Bank November 2009 - March 2010
Standard Chartered Bank August 2004 - March 2006
Brown Brothers Harriman January 2004 - July 2004
Skills
Internal Communications, Marketing Communications, Management, Sponsorship, Employee Engagement, Banking, Corporate Social..., Fundraising, Program Management, Risk Management, Public Relations, Project Management, Strategy, Corporate Affairs, Media Relations, Stakeholder Management, Corporate Communications, Financial Services, Marketing, Strategic Communications, Strategic Planning
Education
Boston University 2000 — 2004
BA, International Relations
Standard Chartered Bank August 2014 - Present
Standard Chartered Bank March 2005 - July 2014
Standard Chartered Bank September 2011 - February 2012
Standard Chartered Bank April 2006 - August 2011
Standard Chartered Bank November 2009 - March 2010
Standard Chartered Bank August 2004 - March 2006
Brown Brothers Harriman January 2004 - July 2004
Skills
Internal Communications, Marketing Communications, Management, Sponsorship, Employee Engagement, Banking, Corporate Social..., Fundraising, Program Management, Risk Management, Public Relations, Project Management, Strategy, Corporate Affairs, Media Relations, Stakeholder Management, Corporate Communications, Financial Services, Marketing, Strategic Communications, Strategic Planning
Education
Boston University 2000 — 2004
BA, International Relations
Nicki Guerriero's Brown Brothers Harriman Experience June 2005 - Present
Job Aspiring Event Manager / Planner, Currently a Senior Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2005 - Present
Skills
Event Planning, Event Management, Management, Staff Development, Mentoring, Employee Training, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Corporate Communications, Customer Relations, Financial Services, Financial Analysis, Lotus Notes
Education
Boston University 2001 — 2005
Bachelor's Degree, Business Administration and Management, General
Brown Brothers Harriman June 2005 - Present
Skills
Event Planning, Event Management, Management, Staff Development, Mentoring, Employee Training, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Corporate Communications, Customer Relations, Financial Services, Financial Analysis, Lotus Notes
Education
Boston University 2001 — 2005
Bachelor's Degree, Business Administration and Management, General
Melissa Krajewski, CFA's Brown Brothers Harriman Experience January 2007 - October 2007
Job at Schroders
Industry Investment Management
Experience
Schroders June 2013 - Present
Income Research & Management December 2012 - June 2013
Income Research & Management October 2010 - December 2012
Income Research & Management June 2009 - September 2010
Natixis Global Associates November 2008 - June 2009
Canaccord Adams October 2007 - October 2008
Brown Brothers Harriman January 2007 - October 2007
Skills
Fixed Income, Relationship Management, Investment Management, Investments, Asset Management, Series 7, Financial Markets, Bonds, Series 63, Equities, Emerging Markets, Investor Relations, Client Services
Education
Boston University 2003 — 2007
Bachelor of Science, Communication (Advertising)
Schroders June 2013 - Present
Income Research & Management December 2012 - June 2013
Income Research & Management October 2010 - December 2012
Income Research & Management June 2009 - September 2010
Natixis Global Associates November 2008 - June 2009
Canaccord Adams October 2007 - October 2008
Brown Brothers Harriman January 2007 - October 2007
Skills
Fixed Income, Relationship Management, Investment Management, Investments, Asset Management, Series 7, Financial Markets, Bonds, Series 63, Equities, Emerging Markets, Investor Relations, Client Services
Education
Boston University 2003 — 2007
Bachelor of Science, Communication (Advertising)
Stephen Krikelis's Brown Brothers Harriman Experience November 1999 - June 2000
Job SVP of Business Operations at MediaBrix
Industry Internet
Experience
MediaBrix September 2012 - Present
NimbleTV December 2011 - October 2012
PulsePoint (fka ContextWeb) August 2006 - October 2011
Direct Revenue, LLC July 2004 - July 2006
Thomson Financial November 2002 - July 2004
About, Inc. October 2000 - November 2002
Brown Brothers Harriman November 1999 - June 2000
Skills
Online Advertising, Analytics, Behavioral Targeting, DoubleClick, Advertising, Business Development, Digital Media, Mobile Applications, Start-ups, Marketing, Product Development, Ad Exchanges, Ad Networks, Ad Serving, Digital Strategy, Mobile Marketing, Sales, SaaS, Product Management, Sales Operations, Digital Marketing
Education
Boston University 1998 — 1999
MA, Economics
Boston University 1994 — 1998
BA, Economics
MediaBrix September 2012 - Present
NimbleTV December 2011 - October 2012
PulsePoint (fka ContextWeb) August 2006 - October 2011
Direct Revenue, LLC July 2004 - July 2006
Thomson Financial November 2002 - July 2004
About, Inc. October 2000 - November 2002
Brown Brothers Harriman November 1999 - June 2000
Skills
Online Advertising, Analytics, Behavioral Targeting, DoubleClick, Advertising, Business Development, Digital Media, Mobile Applications, Start-ups, Marketing, Product Development, Ad Exchanges, Ad Networks, Ad Serving, Digital Strategy, Mobile Marketing, Sales, SaaS, Product Management, Sales Operations, Digital Marketing
Education
Boston University 1998 — 1999
MA, Economics
Boston University 1994 — 1998
BA, Economics
Pia Mellios's Brown Brothers Harriman Experience January 2008 - March 2011
Job
Industry Investment Management
Experience
MFS Investment Management April 2011 - Present
Brown Brothers Harriman January 2008 - March 2011
State Street June 2007 - January 2008
State Street March 2006 - May 2007
Boston Stock Exchange September 2003 - November 2004
Skills
Greek Fluency, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Investments, Accounting, Negotiation, Analysis, Portfolio Management, Licensed Real Estate..., Fixed Income, Leadership, Management, Sales, Bloomberg, Finance
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Harvard University
Master’s Degree, Finance, General
MFS Investment Management April 2011 - Present
Brown Brothers Harriman January 2008 - March 2011
State Street June 2007 - January 2008
State Street March 2006 - May 2007
Boston Stock Exchange September 2003 - November 2004
Skills
Greek Fluency, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Investments, Accounting, Negotiation, Analysis, Portfolio Management, Licensed Real Estate..., Fixed Income, Leadership, Management, Sales, Bloomberg, Finance
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Harvard University
Master’s Degree, Finance, General
Benjamin Holtzman's Brown Brothers Harriman Experience November 2014 - December 2014
Job Clinical Research Grants Administrator at The Massachusetts Eye and Ear Infirmary
Industry Hospital & Health Care
Experience
The Massachusetts Eye and Ear Infirmary January 2015 - Present
Brown Brothers Harriman November 2014 - December 2014
Mammoth Mountain Ski Area October 2013 - February 2014
The Michel-Shaked Group October 2012 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Social Media, Data Analysis, Customer Service, Analysis, Facebook
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science in Business Administration, Concentration in Finance, Magna Cum Laude
The Massachusetts Eye and Ear Infirmary January 2015 - Present
Brown Brothers Harriman November 2014 - December 2014
Mammoth Mountain Ski Area October 2013 - February 2014
The Michel-Shaked Group October 2012 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Social Media, Data Analysis, Customer Service, Analysis, Facebook
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science in Business Administration, Concentration in Finance, Magna Cum Laude
Lauren Cleckley's Brown Brothers Harriman Experience 1998 - December 1999
Job Senior Audit Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
JPMorgan Chase December 1999 - June 2012
Brown Brothers Harriman 1998 - December 1999
Investors Bank & Trust Co 1997 - 1998
Skills
Project Management, Operations Management, Management, Leadership, Fund Accounting, Mutual Funds, Treasury, Fund Administration, Securities, Equities, Financial Services, Investments, Portfolio Management, Asset Management, Auditing, Risk Management, Financial Analysis
Education
Boston University - School of Management
BS/BA, Marketing/Marketing Management, General
Boston University - School of Management
MBA, Finance, General
Fidelity Investments June 2012 - Present
JPMorgan Chase December 1999 - June 2012
Brown Brothers Harriman 1998 - December 1999
Investors Bank & Trust Co 1997 - 1998
Skills
Project Management, Operations Management, Management, Leadership, Fund Accounting, Mutual Funds, Treasury, Fund Administration, Securities, Equities, Financial Services, Investments, Portfolio Management, Asset Management, Auditing, Risk Management, Financial Analysis
Education
Boston University - School of Management
BS/BA, Marketing/Marketing Management, General
Boston University - School of Management
MBA, Finance, General
Veronica Cadavid's Brown Brothers Harriman Experience June 2015 - Present
Job Coordinator at Admission's Student Diversity Board
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Boston University September 2014 - Present
Boston University Rental Property Managment September 2013 - Present
Boston University September 2012 - Present
Cheshire Community YMCA May 2012 - December 2013
Boston University Alumni Relations January 2013 - May 2013
Skills
Microsoft Office, Student Affairs, Community Outreach, Microsoft Excel, Management, Public Speaking, Facebook, Volunteer Management, Higher Education, PowerPoint, Team Leadership, Social Media, Event Planning, Microsoft Word, Interpersonal Skills, Teamwork
Education
Boston University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Cheshire High School
Brown Brothers Harriman June 2015 - Present
Boston University September 2014 - Present
Boston University Rental Property Managment September 2013 - Present
Boston University September 2012 - Present
Cheshire Community YMCA May 2012 - December 2013
Boston University Alumni Relations January 2013 - May 2013
Skills
Microsoft Office, Student Affairs, Community Outreach, Microsoft Excel, Management, Public Speaking, Facebook, Volunteer Management, Higher Education, PowerPoint, Team Leadership, Social Media, Event Planning, Microsoft Word, Interpersonal Skills, Teamwork
Education
Boston University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Cheshire High School
Judy Choy's Brown Brothers Harriman Experience August 2012 - August 2013
Job Corporate Affairs Associate
Industry Food & Beverages
Experience
J.A.C.K. International LLC PappaRich June 2014 - Present
Brown Brothers Harriman August 2012 - August 2013
Boston Chinatown Neighborhood Center February 2007 - June 2013
Brown Brothers Harriman June 2011 - August 2011
Massachusetts Office of Recovery and Reinvestment September 2010 - December 2010
Social Security Administration May 2010 - August 2010
Skills
Cantonese, Investments, Mutual Funds, Public Speaking, Analysis, Lotus Notes, Taisanese, Microsoft Office, ALOHA Pos, NCR Insight
Education
Boston University - School of Management 2008 — 2012
BSBA, Dual Concentrations in Accounting & Law
J.A.C.K. International LLC PappaRich June 2014 - Present
Brown Brothers Harriman August 2012 - August 2013
Boston Chinatown Neighborhood Center February 2007 - June 2013
Brown Brothers Harriman June 2011 - August 2011
Massachusetts Office of Recovery and Reinvestment September 2010 - December 2010
Social Security Administration May 2010 - August 2010
Skills
Cantonese, Investments, Mutual Funds, Public Speaking, Analysis, Lotus Notes, Taisanese, Microsoft Office, ALOHA Pos, NCR Insight
Education
Boston University - School of Management 2008 — 2012
BSBA, Dual Concentrations in Accounting & Law
Roxana Farahmand's Brown Brothers Harriman Experience June 2015 - Present
Job Global Security and Risk
Industry Security and Investigations
Experience
Brown Brothers Harriman June 2015 - Present
Global Rescue LLC June 2011 - May 2015
Harvard University Berkman Center for Internet and Society September 2010 - June 2011
Victoria's Secret 2010 - 2011
House of Commons, Parliament of the UK September 2009 - December 2009
African Presidential Archives and Research Center September 2008 - May 2009
National Archives and Records Administration May 2008 - September 2008
Elements of Success September 2006 - May 2007
Skills
Foreign Policy, Computer Security, Risk Management, Politics, International Relations, Government, Research, Political Science, Policy Analysis, Public Policy, National Security, Human Rights, Spanish, Public Speaking, Editing, Emergency Management, Leadership, Analysis, Economics, Policy, Security, Intelligence Analysis, Report Writing, Crisis Management, Risk Assessment, International..., Qualitative Research, Intelligence, Intercultural..., Stata, Security Clearance
Education
Boston University 2007 — 2010
BA, International Relations
Brown Brothers Harriman June 2015 - Present
Global Rescue LLC June 2011 - May 2015
Harvard University Berkman Center for Internet and Society September 2010 - June 2011
Victoria's Secret 2010 - 2011
House of Commons, Parliament of the UK September 2009 - December 2009
African Presidential Archives and Research Center September 2008 - May 2009
National Archives and Records Administration May 2008 - September 2008
Elements of Success September 2006 - May 2007
Skills
Foreign Policy, Computer Security, Risk Management, Politics, International Relations, Government, Research, Political Science, Policy Analysis, Public Policy, National Security, Human Rights, Spanish, Public Speaking, Editing, Emergency Management, Leadership, Analysis, Economics, Policy, Security, Intelligence Analysis, Report Writing, Crisis Management, Risk Assessment, International..., Qualitative Research, Intelligence, Intercultural..., Stata, Security Clearance
Education
Boston University 2007 — 2010
BA, International Relations
Nathaniel Watson's Brown Brothers Harriman Experience 2011 - Present
Job Analyst Global Relationship Management
Industry Financial Services
Experience
Brown Brothers Harriman 2011 - Present
United Nations Association of Greater Boston July 2011 - January 2014
Learning Origins March 2010 - 2012
Skills
Excel, Research, Word, Microsoft Office, Customer Relations, Lotus Notes, Bloomberg Terminal, Reuters, NASDAQ, Client Relationship..., Microsoft Excel, Analysis, Customer Service, Data Analysis, Microsoft Word
Education
Boston University
BA, Political Science, International Relations
Brown Brothers Harriman 2011 - Present
United Nations Association of Greater Boston July 2011 - January 2014
Learning Origins March 2010 - 2012
Skills
Excel, Research, Word, Microsoft Office, Customer Relations, Lotus Notes, Bloomberg Terminal, Reuters, NASDAQ, Client Relationship..., Microsoft Excel, Analysis, Customer Service, Data Analysis, Microsoft Word
Education
Boston University
BA, Political Science, International Relations
Sunny Stastny Sunny Stastny's Brown Brothers Harriman Experience 2002 - 2007
Job at Omgeo, LLC
Industry Information Technology and Services
Experience
Omgeo, LLC August 2009 - Present
Wellington Management 2007 - 2009
Brown Brothers Harriman 2002 - 2007
Context Integration 2000 - 2001
Onsett International 1999 - 2000
Skills
Requirements Analysis, Agile Methodologies, Project Management, Integration, Requirements Gathering, Management, Software Documentation, SDLC, Business Development, Leadership, Analysis
Education
Boston University Questrom School of Business
MBA, Business
Boston University Questrom School of Business
MS - MIS, Information Systems
Isenberg School of Management, UMass Amherst
BS, Marketing
Omgeo, LLC August 2009 - Present
Wellington Management 2007 - 2009
Brown Brothers Harriman 2002 - 2007
Context Integration 2000 - 2001
Onsett International 1999 - 2000
Skills
Requirements Analysis, Agile Methodologies, Project Management, Integration, Requirements Gathering, Management, Software Documentation, SDLC, Business Development, Leadership, Analysis
Education
Boston University Questrom School of Business
MBA, Business
Boston University Questrom School of Business
MS - MIS, Information Systems
Isenberg School of Management, UMass Amherst
BS, Marketing
Tom Anderson, PMP Tom Anderson, PMP's Brown Brothers Harriman Experience April 2006 - Present
Job AVP, Systems, Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman April 2006 - Present
Investors Bank and Trust 2002 - 2005
Converge 2000 - 2001
Genuity 1998 - 2000
ADP 1995 - 1998
Skills
Software Project..., Agile Methodologies, SDLC, Enterprise Architecture, Process Improvement, Master Data Management, CRM, SOA, Business Intelligence, Data Warehousing, IT Infrastructure..., Data Governance, Databases, Finance, Global Custody, Requirements Analysis, Requirements Gathering, Vendor Management, Management
Education
Boston University 1992 — 1998
MBA, Finance
Wittenberg University 1983 — 1987
BA, Business, Music
Brown Brothers Harriman April 2006 - Present
Investors Bank and Trust 2002 - 2005
Converge 2000 - 2001
Genuity 1998 - 2000
ADP 1995 - 1998
Skills
Software Project..., Agile Methodologies, SDLC, Enterprise Architecture, Process Improvement, Master Data Management, CRM, SOA, Business Intelligence, Data Warehousing, IT Infrastructure..., Data Governance, Databases, Finance, Global Custody, Requirements Analysis, Requirements Gathering, Vendor Management, Management
Education
Boston University 1992 — 1998
MBA, Finance
Wittenberg University 1983 — 1987
BA, Business, Music
Willis Beal | MBA Willis Beal | MBA's Brown Brothers Harriman Experience June 2015 - Present
Job Team Leader at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman & Co. July 2010 - May 2015
Brown Brothers Harriman March 2008 - June 2010
Brown Brothers Harriman April 2006 - February 2008
Fairchild Semiconductor June 2005 - December 2005
United States Senate March 2004 - June 2004
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Project Management, Business Analysis, Valuation, Customer Service, Risk Management, Strategic Planning, Financial Modeling, Management, Securities, Investments
Education
Boston University - School of Management 2010 — 2013
MBA, Strategy & General Management, Cum Laude
Union College 2001 — 2005
Bachelor's Degree, Major: Political Science, Minor: Economics, Cum Laude
National University of Ireland, Galway 2003 — 2003
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman & Co. July 2010 - May 2015
Brown Brothers Harriman March 2008 - June 2010
Brown Brothers Harriman April 2006 - February 2008
Fairchild Semiconductor June 2005 - December 2005
United States Senate March 2004 - June 2004
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Project Management, Business Analysis, Valuation, Customer Service, Risk Management, Strategic Planning, Financial Modeling, Management, Securities, Investments
Education
Boston University - School of Management 2010 — 2013
MBA, Strategy & General Management, Cum Laude
Union College 2001 — 2005
Bachelor's Degree, Major: Political Science, Minor: Economics, Cum Laude
National University of Ireland, Galway 2003 — 2003
Kristina Wirt Kristina Wirt's Brown Brothers Harriman Experience July 2008 - March 2010
Job Client Development Manager at PitchBook Data
Industry Financial Services
Experience
PitchBook Data March 2015 - Present
Morgan Stanley July 2014 - March 2015
Bloomberg LP May 2012 - July 2014
Bloomberg LP April 2010 - May 2012
Brown Brothers Harriman July 2008 - March 2010
Disney Destinations International June 2007 - August 2007
Skills
Bloomberg, Equities, Bloomberg Terminal, Financial Markets, Portfolio Management, Trading, Asset Managment, Investments, Sales Management, Client Education, Fixed Income
Education
Providence College 2004 — 2008
Bachelor of Arts (B.A.), History
Boston University 2007 — 2007
London summer internship, Public Relations/Image Management
PitchBook Data March 2015 - Present
Morgan Stanley July 2014 - March 2015
Bloomberg LP May 2012 - July 2014
Bloomberg LP April 2010 - May 2012
Brown Brothers Harriman July 2008 - March 2010
Disney Destinations International June 2007 - August 2007
Skills
Bloomberg, Equities, Bloomberg Terminal, Financial Markets, Portfolio Management, Trading, Asset Managment, Investments, Sales Management, Client Education, Fixed Income
Education
Providence College 2004 — 2008
Bachelor of Arts (B.A.), History
Boston University 2007 — 2007
London summer internship, Public Relations/Image Management
Sally-Ann Yearwood's Brown Brothers Harriman Experience March 2006 - Present
Job Senior Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2006 - Present
Skills
Corporate Actions, Global Custody, Fund Accounting, Mutual Funds, Bloomberg, Financial Services, Bloomberg Terminal, Relationship Management, Microsoft Excel
Education
Boston University 1992 — 1996
Bachelors Science, Mass Communications and Public Relations
Brown Brothers Harriman March 2006 - Present
Skills
Corporate Actions, Global Custody, Fund Accounting, Mutual Funds, Bloomberg, Financial Services, Bloomberg Terminal, Relationship Management, Microsoft Excel
Education
Boston University 1992 — 1996
Bachelors Science, Mass Communications and Public Relations
Jonathan Gilman's Brown Brothers Harriman Experience July 2013 - December 2014
Job Financial Analyst at Boston Children's Hospital
Industry Financial Services
Experience
Boston Children's Hospital December 2014 - Present
Brown Brothers Harriman July 2013 - December 2014
Brown Brothers Harriman June 2011 - July 2013
State Street June 2007 - June 2011
Putnam Investments September 2004 - June 2007
Skills
Analytical problem..., Strong client service..., Fund Accounting, Financial Analysis, Series 7, Series 6, Series 63, Bloomberg Terminal, Financial Services, Investments, Fixed Income, Equities, Mutual Funds, Bloomberg, Securities, Microsoft Excel, Hedge Funds, Financial Modeling, Derivatives, Alternative Investments, Corporate Actions, Finance, Financial Reporting, Management
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Finance / Leadership
Tulane University 2000 — 2004
BSM, Business Management
Boston Children's Hospital December 2014 - Present
Brown Brothers Harriman July 2013 - December 2014
Brown Brothers Harriman June 2011 - July 2013
State Street June 2007 - June 2011
Putnam Investments September 2004 - June 2007
Skills
Analytical problem..., Strong client service..., Fund Accounting, Financial Analysis, Series 7, Series 6, Series 63, Bloomberg Terminal, Financial Services, Investments, Fixed Income, Equities, Mutual Funds, Bloomberg, Securities, Microsoft Excel, Hedge Funds, Financial Modeling, Derivatives, Alternative Investments, Corporate Actions, Finance, Financial Reporting, Management
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Finance / Leadership
Tulane University 2000 — 2004
BSM, Business Management
Adela Bai Adela Bai's Brown Brothers Harriman Experience October 2014 - Present
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Mint Nightlife May 2014 - Present
Keio University Plurilingual Student Organization September 2011 - 2012
Boston University Student Union 2010 - 2011
Lineage Restaurant 2010 - 2011
Drexel University English Language Center November 2009 - 2010
Skills
Event Planning, Community Outreach, Non-profits, Microsoft Office, Teaching, Public Speaking, Social Media, Photoshop, Microsoft Word, HTML, Wordpress, Microsoft Excel, PowerPoint, Facebook, Social Networking, Customer Service, Java, Nonprofits
Education
Boston University Questrom School of Business 2010 — 2013
Bachelor of Science in Business Administration, Finance, Management Information Systems
Keio University 2011 — 2012
Dual, Finance and Management Information Systems; economics and finance
Drexel University - LeBow College of Business 2009 — 2010
BSBA, Finance, Management Information Systems
Brown Brothers Harriman October 2014 - Present
Mint Nightlife May 2014 - Present
Keio University Plurilingual Student Organization September 2011 - 2012
Boston University Student Union 2010 - 2011
Lineage Restaurant 2010 - 2011
Drexel University English Language Center November 2009 - 2010
Skills
Event Planning, Community Outreach, Non-profits, Microsoft Office, Teaching, Public Speaking, Social Media, Photoshop, Microsoft Word, HTML, Wordpress, Microsoft Excel, PowerPoint, Facebook, Social Networking, Customer Service, Java, Nonprofits
Education
Boston University Questrom School of Business 2010 — 2013
Bachelor of Science in Business Administration, Finance, Management Information Systems
Keio University 2011 — 2012
Dual, Finance and Management Information Systems; economics and finance
Drexel University - LeBow College of Business 2009 — 2010
BSBA, Finance, Management Information Systems
Jean-Paul Hanna's Brown Brothers Harriman Experience April 2002 - July 2005
Job Investor Relations and Marketing
Industry Financial Services
Experience
Fortigent, LLC March 2014 - August 2015
GlobeOp Financial Services October 2011 - November 2013
Stamford Board of Education September 2010 - September 2011
Paramount Equity Partners LLC December 2009 - September 2010
PTG Capital May 2008 - November 2009
GlobeOp Financial Services July 2005 - May 2008
Brown Brothers Harriman April 2002 - July 2005
Skills
Hedge Funds, Equities, Corporate Actions, Alternative Investments, Private Equity, Derivatives, Fixed Income, Investor Relations, Bloomberg, Mutual Funds, Options, Securities, Financial Services, Capital Markets, Fund Of Funds, Due Diligence, Regulatory Compliance, Anti Money Laundering
Education
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance, International Relations
Fortigent, LLC March 2014 - August 2015
GlobeOp Financial Services October 2011 - November 2013
Stamford Board of Education September 2010 - September 2011
Paramount Equity Partners LLC December 2009 - September 2010
PTG Capital May 2008 - November 2009
GlobeOp Financial Services July 2005 - May 2008
Brown Brothers Harriman April 2002 - July 2005
Skills
Hedge Funds, Equities, Corporate Actions, Alternative Investments, Private Equity, Derivatives, Fixed Income, Investor Relations, Bloomberg, Mutual Funds, Options, Securities, Financial Services, Capital Markets, Fund Of Funds, Due Diligence, Regulatory Compliance, Anti Money Laundering
Education
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance, International Relations
Rita Moore Rita Moore's Brown Brothers Harriman Experience August 1998 - May 2008
Job Former H.R. Relationship Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 1998 - May 2008
Skills
Performance Management, Coaching, Customer Relations, Team Building, Microsoft Office, Talent Management, PeopleSoft, Interviewing, Employee Relations, Excel, Talent Acquisition, Compensation, Customer Service, Onboarding, Lotus Notes, Career Development
Education
Boston University 2004 — 2006
M. Ed., Human Resources Education
Providence College 1994 — 1998
B.A., Sociology
Brown Brothers Harriman August 1998 - May 2008
Skills
Performance Management, Coaching, Customer Relations, Team Building, Microsoft Office, Talent Management, PeopleSoft, Interviewing, Employee Relations, Excel, Talent Acquisition, Compensation, Customer Service, Onboarding, Lotus Notes, Career Development
Education
Boston University 2004 — 2006
M. Ed., Human Resources Education
Providence College 1994 — 1998
B.A., Sociology
Wes Gardner Wes Gardner's Brown Brothers Harriman Experience June 2015 - Present
Job Senior Analyst/ Associate Change Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman October 2013 - June 2015
Brown Brothers Harriman October 2010 - October 2013
Brown Brothers Harriman & Co. August 2009 - October 2010
Brown Brothers Harriman July 2007 - August 2009
Brown Brothers Harriman, Dublin August 2007 - December 2007
Brown Brothers Harriman, Boston May 2007 - August 2007
Ameriprise Financial Advisors August 2006 - December 2006
Mercer Human Resource Consulting May 2006 - August 2006
Skills
Microsoft Excel, Financial Services, Analysis, Finance, Mutual Funds, Investments, Equities, Process Improvement, Portfolio Management, Bloomberg
Education
Boston University
MBA
Marist College 2003 — 2007
Dublin Business School 2006 — 2006
European Economics
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman October 2013 - June 2015
Brown Brothers Harriman October 2010 - October 2013
Brown Brothers Harriman & Co. August 2009 - October 2010
Brown Brothers Harriman July 2007 - August 2009
Brown Brothers Harriman, Dublin August 2007 - December 2007
Brown Brothers Harriman, Boston May 2007 - August 2007
Ameriprise Financial Advisors August 2006 - December 2006
Mercer Human Resource Consulting May 2006 - August 2006
Skills
Microsoft Excel, Financial Services, Analysis, Finance, Mutual Funds, Investments, Equities, Process Improvement, Portfolio Management, Bloomberg
Education
Boston University
MBA
Marist College 2003 — 2007
Dublin Business School 2006 — 2006
European Economics
Amelia O'Connor, MBA Amelia O'Connor, MBA's Brown Brothers Harriman Experience April 2010 - June 2010
Job Research Director at Millward Brown Digital
Industry Market Research
Experience
Millward Brown Digital January 2015 - Present
Millward Brown Digital May 2013 - January 2015
Dynamic Logic - Millward Brown's Digital Practice January 2012 - April 2013
Forrester Research October 2010 - December 2011
Forrester Research June 2010 - October 2010
Brown Brothers Harriman April 2010 - June 2010
Brown Brothers Harriman & Co. January 2007 - April 2010
Lester Harry's, Inc. February 2001 - September 2008
Puma North America June 2006 - January 2007
National Safety Council June 2005 - August 2005
Skills
SPSS, Outlook, PowerPoint, French, Microsoft Excel, Market Research, Data Analysis, Online Advertising, Strategy, Analytics, Marketing Strategy, Advertising Research, Online Research, Survey Research, Microsoft Word, Digital, Digital Media, Excel, Online Community..., Word, Navigation, Lotus Notes, Social Media, Microsoft Office, Qualitative Research, E-commerce, Customer Insight, Segmentation, Statistics, Facebook, Competitive Intelligence, Consumer Behaviour, Market Analysis, Project Management, Marketing, Management, Quantitative Research, Survey Design, Advertising, Primary Research, Marketing Research, Focus Groups, Management Consulting, Competitive Analysis, Report Writing, Research, Questionnaire Design
Education
Boston University - School of Management 2008 — 2011
MBA, Marketing/Strategy & Leadership/Organizational Change
Union College 2002 — 2006
Bachelor of Arts, Political Science/French
Marblehead High School 1998 — 2002
Millward Brown Digital January 2015 - Present
Millward Brown Digital May 2013 - January 2015
Dynamic Logic - Millward Brown's Digital Practice January 2012 - April 2013
Forrester Research October 2010 - December 2011
Forrester Research June 2010 - October 2010
Brown Brothers Harriman April 2010 - June 2010
Brown Brothers Harriman & Co. January 2007 - April 2010
Lester Harry's, Inc. February 2001 - September 2008
Puma North America June 2006 - January 2007
National Safety Council June 2005 - August 2005
Skills
SPSS, Outlook, PowerPoint, French, Microsoft Excel, Market Research, Data Analysis, Online Advertising, Strategy, Analytics, Marketing Strategy, Advertising Research, Online Research, Survey Research, Microsoft Word, Digital, Digital Media, Excel, Online Community..., Word, Navigation, Lotus Notes, Social Media, Microsoft Office, Qualitative Research, E-commerce, Customer Insight, Segmentation, Statistics, Facebook, Competitive Intelligence, Consumer Behaviour, Market Analysis, Project Management, Marketing, Management, Quantitative Research, Survey Design, Advertising, Primary Research, Marketing Research, Focus Groups, Management Consulting, Competitive Analysis, Report Writing, Research, Questionnaire Design
Education
Boston University - School of Management 2008 — 2011
MBA, Marketing/Strategy & Leadership/Organizational Change
Union College 2002 — 2006
Bachelor of Arts, Political Science/French
Marblehead High School 1998 — 2002
Phil Bolton Phil Bolton's Brown Brothers Harriman Experience March 2005 - December 2005
Job VP Project Manager Consultant at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
Biogen April 2015 - July 2015
MFS Investment Management November 2013 - April 2015
Biogen Idec October 2011 - November 2013
RBS Citizens Financial Group July 2010 - August 2011
State Street January 2006 - April 2010
Brown Brothers Harriman March 2005 - December 2005
Sun Life Financial March 1999 - March 2005
BNY Mellon September 1996 - March 1999
Fidelity Investments September 1995 - September 1996
Skills
Asset Management, Corporate Actions, Commercial Lending, Securities Lending, Transfer Agency, Banking, Systems Analysis, Vendor Management, Business Analysis, Risk Management, Compliance, SDLC, Process Improvement, Visio, Mutual Funds, Equities, Program Management, Lotus Notes, Change Management, Trading, Customer Relations, MS Project, Management Consulting, Business Strategy, Outsourcing, Due Diligence, Analysis, Requirements Analysis, RFP, Requirements Gathering, Strategic Planning, Business Continuity, Project Portfolio..., Project Planning, Financial Reporting, PMO, SOX, Fixed Income, Bloomberg, Management, Financial Services, Project Management, Consulting, SharePoint, Finance, Enterprise Software, Leadership, Software Project..., Software Development, Quality Assurance
Education
Boston University
Salem State University
State Street August 2015 - Present
Biogen April 2015 - July 2015
MFS Investment Management November 2013 - April 2015
Biogen Idec October 2011 - November 2013
RBS Citizens Financial Group July 2010 - August 2011
State Street January 2006 - April 2010
Brown Brothers Harriman March 2005 - December 2005
Sun Life Financial March 1999 - March 2005
BNY Mellon September 1996 - March 1999
Fidelity Investments September 1995 - September 1996
Skills
Asset Management, Corporate Actions, Commercial Lending, Securities Lending, Transfer Agency, Banking, Systems Analysis, Vendor Management, Business Analysis, Risk Management, Compliance, SDLC, Process Improvement, Visio, Mutual Funds, Equities, Program Management, Lotus Notes, Change Management, Trading, Customer Relations, MS Project, Management Consulting, Business Strategy, Outsourcing, Due Diligence, Analysis, Requirements Analysis, RFP, Requirements Gathering, Strategic Planning, Business Continuity, Project Portfolio..., Project Planning, Financial Reporting, PMO, SOX, Fixed Income, Bloomberg, Management, Financial Services, Project Management, Consulting, SharePoint, Finance, Enterprise Software, Leadership, Software Project..., Software Development, Quality Assurance
Education
Boston University
Salem State University
Kency Theork Kency Theork's Brown Brothers Harriman Experience January 2015 - Present
Job Team Leader Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
State Street Bank & Trust Company September 2006 - December 2014
Eastern Bank July 2004 - September 2006
Skills
Auditing, Management, Financial Reporting, Customer Service, Corporate Finance, Financial Analysis, Risk Management, Asset Management, Valuation, Financial Modeling, Business Development, Alternative Investments
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Finance, General
Bowdoin College 2000 — 2004
Bachelor of Arts, Economics
Brown Brothers Harriman January 2015 - Present
State Street Bank & Trust Company September 2006 - December 2014
Eastern Bank July 2004 - September 2006
Skills
Auditing, Management, Financial Reporting, Customer Service, Corporate Finance, Financial Analysis, Risk Management, Asset Management, Valuation, Financial Modeling, Business Development, Alternative Investments
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Finance, General
Bowdoin College 2000 — 2004
Bachelor of Arts, Economics
Steve Jaffe's Brown Brothers Harriman Experience October 2000 - October 2003
Job Director at Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners October 2011 - Present
TD Securities September 2009 - September 2011
JPMorgan November 2003 - September 2009
Shore Shuttles February 2005 - September 2007
Brown Brothers Harriman October 2000 - October 2003
Allegiance Telecom 2000 - 2001
Skills
Fixed Income, Portfolio Management, Series 7, Capital Markets, Derivatives, Risk Management, Asset Managment, Valuation, Investments, Due Diligence, Private Equity, Finance, Securities, Bonds
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Marketing
Boston University 1996 — 2000
BA, International Relations
Guggenheim Partners October 2011 - Present
TD Securities September 2009 - September 2011
JPMorgan November 2003 - September 2009
Shore Shuttles February 2005 - September 2007
Brown Brothers Harriman October 2000 - October 2003
Allegiance Telecom 2000 - 2001
Skills
Fixed Income, Portfolio Management, Series 7, Capital Markets, Derivatives, Risk Management, Asset Managment, Valuation, Investments, Due Diligence, Private Equity, Finance, Securities, Bonds
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Marketing
Boston University 1996 — 2000
BA, International Relations
Paul Gao's Brown Brothers Harriman Experience May 2008 - April 2015
Job Senior Programmer
Industry Information Technology and Services
Experience
Brown Brothers Harriman May 2008 - April 2015
First Marblehead July 2007 - May 2008
Deploy Solutions 2004 - 2007
Skills
Hibernate, Architecture, Software Development, Java Enterprise Edition, Agile Methodologies, Spring, SOA, Scrum, XML, Java, Web Services, Subversion, SQL, JavaScript, AJAX, Weblogic, JBoss Application Server, JSP, DB2, Architectures, Spring Framework, WebLogic
Education
Boston University 2002 — 2004
Master
Northeastern University 1995 — 2000
Bachelor
Brown Brothers Harriman May 2008 - April 2015
First Marblehead July 2007 - May 2008
Deploy Solutions 2004 - 2007
Skills
Hibernate, Architecture, Software Development, Java Enterprise Edition, Agile Methodologies, Spring, SOA, Scrum, XML, Java, Web Services, Subversion, SQL, JavaScript, AJAX, Weblogic, JBoss Application Server, JSP, DB2, Architectures, Spring Framework, WebLogic
Education
Boston University 2002 — 2004
Master
Northeastern University 1995 — 2000
Bachelor
Jazmine Sunico's Brown Brothers Harriman Experience July 2005 - June 2006
Job Real Estate Professional at the Los Angeles Department of Water and Power
Industry Real Estate
Experience
Los Angeles Department of Water and Power April 2014 - Present
City of Los Angeles September 2007 - April 2014
FHO Partners March 2007 - August 2007
CB Richard Ellis June 2006 - March 2007
Brown Brothers Harriman July 2005 - June 2006
Skills
Real Estate, Valuation, Due Diligence, Financial Modeling, Financial Analysis, Property Management, Risk Assessment, Risk Management, Financial Projection, Lease Administration, Lease Negotiations, Asset Managment, Budgets, Real Estate Economics, Strategic Planning, Finance, Forecasting, Project Management, Asset Management, Land Acquisition, Management, Microsoft Excel
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Peking University 2013 — 2013
Doing Business in China (DBIC) Program
Boston University - School of Management
Los Angeles Department of Water and Power April 2014 - Present
City of Los Angeles September 2007 - April 2014
FHO Partners March 2007 - August 2007
CB Richard Ellis June 2006 - March 2007
Brown Brothers Harriman July 2005 - June 2006
Skills
Real Estate, Valuation, Due Diligence, Financial Modeling, Financial Analysis, Property Management, Risk Assessment, Risk Management, Financial Projection, Lease Administration, Lease Negotiations, Asset Managment, Budgets, Real Estate Economics, Strategic Planning, Finance, Forecasting, Project Management, Asset Management, Land Acquisition, Management, Microsoft Excel
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Peking University 2013 — 2013
Doing Business in China (DBIC) Program
Boston University - School of Management
Maggie Phan, CIA's Brown Brothers Harriman Experience 2008 - 2013
Job Senior Director, Audit Professional Practices, TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
American Savings Bank 2013 - 2014
Mitsubishi UFJ Trust & Banking Corporation 2013 - 2013
Brown Brothers Harriman 2008 - 2013
Central Pacific Bank 2007 - 2008
Fidelity Investments 2001 - 2007
Skills
Fluent in English,..., Certified Internal...
Education
Suffolk University 2002 — 2004
MBA, Finance
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Boston University - School of Management 1992 — 1996
BSBA, Finance and Management Information Systems
TIAA-CREF August 2014 - Present
American Savings Bank 2013 - 2014
Mitsubishi UFJ Trust & Banking Corporation 2013 - 2013
Brown Brothers Harriman 2008 - 2013
Central Pacific Bank 2007 - 2008
Fidelity Investments 2001 - 2007
Skills
Fluent in English,..., Certified Internal...
Education
Suffolk University 2002 — 2004
MBA, Finance
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Boston University - School of Management 1992 — 1996
BSBA, Finance and Management Information Systems
Kathryn McKenna's Brown Brothers Harriman Experience October 2010 - Present
Job Assistant Vice President, Senior Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2010 - Present
Brown Brothers Harriman March 2008 - October 2010
Brown Brothers Harriman March 2007 - March 2008
Brown Brothers Harriman October 2005 - March 2007
Brown Brothers Harriman October 2003 - October 2005
Brown Brothers Harriman June 2000 - October 2002
Skills
Business Analysis, User Acceptance Testing, Equities, Financial Services
Education
Boston University 1999 — 2003
Bromfield School
Brown Brothers Harriman October 2010 - Present
Brown Brothers Harriman March 2008 - October 2010
Brown Brothers Harriman March 2007 - March 2008
Brown Brothers Harriman October 2005 - March 2007
Brown Brothers Harriman October 2003 - October 2005
Brown Brothers Harriman June 2000 - October 2002
Skills
Business Analysis, User Acceptance Testing, Equities, Financial Services
Education
Boston University 1999 — 2003
Bromfield School
David Tufo's Brown Brothers Harriman Experience August 2015 - Present
Job Vice President at BBH
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman July 2000 - July 2015
Mellon Financial 1999 - 2000
Skills
Corporate Actions, Securities, Securities Lending, Global Custody, Middle Office, Financial Services, Settlement, Asset Managment, Risk Management, Relationship Management, Asset Management, Equities, Bloomberg, Mutual Funds, Fixed Income, Operational Risk, Cash Management, Bloomberg Terminal, Collateral Management, Fund Accounting
Education
Boston University Questrom School of Business 2001 — 2007
MBA
Stonehill College 1995 — 1999
Finance, General
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman July 2000 - July 2015
Mellon Financial 1999 - 2000
Skills
Corporate Actions, Securities, Securities Lending, Global Custody, Middle Office, Financial Services, Settlement, Asset Managment, Risk Management, Relationship Management, Asset Management, Equities, Bloomberg, Mutual Funds, Fixed Income, Operational Risk, Cash Management, Bloomberg Terminal, Collateral Management, Fund Accounting
Education
Boston University Questrom School of Business 2001 — 2007
MBA
Stonehill College 1995 — 1999
Finance, General
Noelle Nolan- Mahoney's Brown Brothers Harriman Experience November 2011 - April 2014
Job Marketing & Events Manager at ZoomInfo
Industry Information Services
Experience
ZoomInfo April 2014 - Present
Brown Brothers Harriman November 2011 - April 2014
Donnelly Conroy & Gelhaar, LLP August 2006 - November 2011
Skills
Litigation, Courts, Criminal Law, Marketing, Social Media, Microsoft Office, Customer Service, Event Planning, PowerPoint, Microsoft Excel, Sales, Public Speaking, Research, Commercial Litigation
Education
Boston University 2006 — 2008
Masters, Criminal Justice
University of Massachusetts Dartmouth 2002 — 2006
Bachelor's Degree, Political Science and History
ZoomInfo April 2014 - Present
Brown Brothers Harriman November 2011 - April 2014
Donnelly Conroy & Gelhaar, LLP August 2006 - November 2011
Skills
Litigation, Courts, Criminal Law, Marketing, Social Media, Microsoft Office, Customer Service, Event Planning, PowerPoint, Microsoft Excel, Sales, Public Speaking, Research, Commercial Litigation
Education
Boston University 2006 — 2008
Masters, Criminal Justice
University of Massachusetts Dartmouth 2002 — 2006
Bachelor's Degree, Political Science and History
Andrea Kakas's Brown Brothers Harriman Experience December 2005 - July 2006
Job Experienced Entrepreneur, Working with early stage companies on business strategies, sales and marketing
Industry Internet
Experience
Hiveaway March 2012 - April 2013
STAKD, Inc. July 2007 - August 2010
Brown Brothers Harriman December 2005 - July 2006
Brown Brothers Harriman April 2005 - December 2005
Brown Brothers Harriman March 2004 - April 2005
Brown Brothers Harriman November 2002 - March 2004
Skills
Business Development, Market Research, Investment Strategies, Series 7, Start-ups, Entrepreneurship, Leadership, Management, Retail, Relationship Management, Research, Competitive Analysis, Business Strategy, Product Management, Lead Generation
Education
Boston University - School of Management 2003 — 2006
MBA, Finance
University of Wisconsin-Madison 1994 — 1999
Bachelor of Science, Economics
Hiveaway March 2012 - April 2013
STAKD, Inc. July 2007 - August 2010
Brown Brothers Harriman December 2005 - July 2006
Brown Brothers Harriman April 2005 - December 2005
Brown Brothers Harriman March 2004 - April 2005
Brown Brothers Harriman November 2002 - March 2004
Skills
Business Development, Market Research, Investment Strategies, Series 7, Start-ups, Entrepreneurship, Leadership, Management, Retail, Relationship Management, Research, Competitive Analysis, Business Strategy, Product Management, Lead Generation
Education
Boston University - School of Management 2003 — 2006
MBA, Finance
University of Wisconsin-Madison 1994 — 1999
Bachelor of Science, Economics
Paul Isenberg, CFA's Brown Brothers Harriman Experience April 2008 - February 2009
Job Product Manager at Scivantage
Industry Investment Management
Experience
Scivantage November 2009 - Present
Brown Brothers Harriman April 2008 - February 2009
Eagle Investment Systems January 2006 - April 2008
Columbia Management Group August 1999 - January 2006
Putnam Investments April 1996 - August 1999
Skills
Fixed Income, Middle Office, Corporate Actions, Bloomberg, Asset Managment, Mutual Funds, Investments, Equities, Securities, Portfolio Management, Hedge Funds, Derivatives, Trading, Series 7, Financial Services, FX Options, Risk Management, Wealth Management, Alternative Investments, Business Analysis, Business Requirements, Back Office, Trading Systems, Electronic Trading, Market Data
Education
Boston University Questrom School of Business 2003 — 2004
MS, Investment Management
Boston University 1987 — 1994
BA, Philosophy
Noble & Greenough 1981 — 1987
Meadowbrook School 1973 — 1981
Scivantage November 2009 - Present
Brown Brothers Harriman April 2008 - February 2009
Eagle Investment Systems January 2006 - April 2008
Columbia Management Group August 1999 - January 2006
Putnam Investments April 1996 - August 1999
Skills
Fixed Income, Middle Office, Corporate Actions, Bloomberg, Asset Managment, Mutual Funds, Investments, Equities, Securities, Portfolio Management, Hedge Funds, Derivatives, Trading, Series 7, Financial Services, FX Options, Risk Management, Wealth Management, Alternative Investments, Business Analysis, Business Requirements, Back Office, Trading Systems, Electronic Trading, Market Data
Education
Boston University Questrom School of Business 2003 — 2004
MS, Investment Management
Boston University 1987 — 1994
BA, Philosophy
Noble & Greenough 1981 — 1987
Meadowbrook School 1973 — 1981
Jarid Henley's Brown Brothers Harriman Experience April 2010 - September 2013
Job Associate at Tiger Group, LLC
Industry Banking
Experience
Tiger Group, LLC September 2013 - Present
Brown Brothers Harriman April 2010 - September 2013
Brown Brothers Harriman June 2009 - April 2010
Brown Brothers Harriman November 2006 - June 2009
State Street June 2005 - November 2006
Putnam Investments June 2003 - June 2005
Massachusetts State Representative Jeffrey Davis Perry January 2003 - June 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Fund Accounting, Derivatives, FX Options, Securities, Investments, Financial Modeling, ETFs, Corporate Actions, Risk Management, Banking, Bloomberg Terminal, Portfolio Management, Equities, Valuation, Financial Analysis, Financial Reporting, Presentations, Customer Service, Client Development, Hedge Funds, Wealth Management, Analysis, Bonds, Financial Services, Alternative Investments
Education
Boston University - School of Management 2010 — 2013
Master of Business Administration (MBA), Finance Concentration
Roger Williams University 1998 — 2002
Bachelor's in Finance, Minor: Economics, Concentration: Political Science, 3.6
John Cabot University 2001 — 2001
Finance, International Business
Tiger Group, LLC September 2013 - Present
Brown Brothers Harriman April 2010 - September 2013
Brown Brothers Harriman June 2009 - April 2010
Brown Brothers Harriman November 2006 - June 2009
State Street June 2005 - November 2006
Putnam Investments June 2003 - June 2005
Massachusetts State Representative Jeffrey Davis Perry January 2003 - June 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Fund Accounting, Derivatives, FX Options, Securities, Investments, Financial Modeling, ETFs, Corporate Actions, Risk Management, Banking, Bloomberg Terminal, Portfolio Management, Equities, Valuation, Financial Analysis, Financial Reporting, Presentations, Customer Service, Client Development, Hedge Funds, Wealth Management, Analysis, Bonds, Financial Services, Alternative Investments
Education
Boston University - School of Management 2010 — 2013
Master of Business Administration (MBA), Finance Concentration
Roger Williams University 1998 — 2002
Bachelor's in Finance, Minor: Economics, Concentration: Political Science, 3.6
John Cabot University 2001 — 2001
Finance, International Business
Matthew Goldsmith's Brown Brothers Harriman Experience January 2011 - September 2013
Job Manager Business Consulting at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets October 2013 - Present
Brown Brothers Harriman January 2011 - September 2013
Venture Financial Systems Group September 2007 - February 2011
Collaborative Consulting April 2006 - August 2007
Brown Brothers Harriman October 2004 - March 2006
Brown Brothers Harriman April 2001 - September 2004
Brown Brothers Harriman August 1998 - April 2001
State Street Bank October 1996 - August 1998
State Street Bank September 1995 - October 1996
International Assignment: State Street Bank January 1996 - April 1996
Skills
Analysis, Business Analysis, Business Requirements, Databases, Derivatives, Equities, Financial Services, Fixed Income, Investments, Leadership, Management, Mutual Funds, Portfolio Management, SDLC, Securities, Software Documentation, User Acceptance Testing
Education
Boston University
BA, Economics
Boston University
Sapient Global Markets October 2013 - Present
Brown Brothers Harriman January 2011 - September 2013
Venture Financial Systems Group September 2007 - February 2011
Collaborative Consulting April 2006 - August 2007
Brown Brothers Harriman October 2004 - March 2006
Brown Brothers Harriman April 2001 - September 2004
Brown Brothers Harriman August 1998 - April 2001
State Street Bank October 1996 - August 1998
State Street Bank September 1995 - October 1996
International Assignment: State Street Bank January 1996 - April 1996
Skills
Analysis, Business Analysis, Business Requirements, Databases, Derivatives, Equities, Financial Services, Fixed Income, Investments, Leadership, Management, Mutual Funds, Portfolio Management, SDLC, Securities, Software Documentation, User Acceptance Testing
Education
Boston University
BA, Economics
Boston University
Mary Beth Spillane's Brown Brothers Harriman Experience Senior Business AnalystBrown Brothers Harriman
Job Senior Business Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman Senior Business AnalystBrown Brothers Harriman
Education
Boston University 1982 — 1989
Brown Brothers Harriman Senior Business AnalystBrown Brothers Harriman
Education
Boston University 1982 — 1989
Melissa Perel, CFA, CAIA's Brown Brothers Harriman Experience February 1989 - March 1992
Job Director Investment Management & Guidance
Industry Financial Services
Experience
Bank of America October 2007 - Present
NEPC July 2003 - October 2007
SunGard Investment Management Systems April 1998 - July 2003
Mellon Bank May 1996 - March 1998
Harvard Management 1992 - 1994
Brown Brothers Harriman February 1989 - March 1992
Skills
Equities, Portfolio Management, Investments, Asset Managment, Investment Management, Equity Derivatives, Mutual Funds, Investment Strategies, Due Diligence, Financial Services, 401k, Asset Allocation, Analysis, Asset Management
Education
Boston University Questrom School of Business 1994 — 1996
MBA, Investments / Entrepreneurship
Isenberg School of Management, UMass Amherst 1984 — 1988
Bank of America October 2007 - Present
NEPC July 2003 - October 2007
SunGard Investment Management Systems April 1998 - July 2003
Mellon Bank May 1996 - March 1998
Harvard Management 1992 - 1994
Brown Brothers Harriman February 1989 - March 1992
Skills
Equities, Portfolio Management, Investments, Asset Managment, Investment Management, Equity Derivatives, Mutual Funds, Investment Strategies, Due Diligence, Financial Services, 401k, Asset Allocation, Analysis, Asset Management
Education
Boston University Questrom School of Business 1994 — 1996
MBA, Investments / Entrepreneurship
Isenberg School of Management, UMass Amherst 1984 — 1988
Lucy Chan's Brown Brothers Harriman Experience 1989 - 1999
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Interactive Data 2011 - Present
Fidelity Investments 2006 - 2008
Strategic Enterprise Technology 2001 - 2006
Digitas 2000 - 2001
Brown Brothers Harriman 1989 - 1999
Skills
Business Requirements, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Analysis, Process Improvement, Software Project..., Business Process, Business Process..., Agile Project Management, Project Portfolio..., IT Strategy, Trading Systems, Program Management, Business Intelligence, Agile Methodologies, Risk Management, PMP, Visio, Financial Services, Integration, Enterprise Architecture, Vendor Management, Fidelity, Data Governance, Relationship Management, Data Usage Compliance, Global Custody, Software Quality...
Education
Boston University Questrom School of Business
MBA, Finance
Wheaton College (MA)
BA, Biology
Fidelity Investments April 2015 - Present
Interactive Data 2011 - Present
Fidelity Investments 2006 - 2008
Strategic Enterprise Technology 2001 - 2006
Digitas 2000 - 2001
Brown Brothers Harriman 1989 - 1999
Skills
Business Requirements, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Analysis, Process Improvement, Software Project..., Business Process, Business Process..., Agile Project Management, Project Portfolio..., IT Strategy, Trading Systems, Program Management, Business Intelligence, Agile Methodologies, Risk Management, PMP, Visio, Financial Services, Integration, Enterprise Architecture, Vendor Management, Fidelity, Data Governance, Relationship Management, Data Usage Compliance, Global Custody, Software Quality...
Education
Boston University Questrom School of Business
MBA, Finance
Wheaton College (MA)
BA, Biology
Kerri-Ann Millar's Brown Brothers Harriman Experience 1997 - 2003
Job Finance at Curis
Industry Biotechnology
Experience
Curis 2005 - Present
Investors Bank & Trust 2003 - 2005
Brown Brothers Harriman 1997 - 2003
Coopers & Lybrand 1992 - 1997
Skills
Financial Analysis, Information Technology, Financial Accounting, Compliance, Enterprise Risk..., Auditing, Project Management, Financial Services, Tax Preparation, Internal Audit, Financial Reporting, Internal Control..., Corporate Governance
Education
Boston University 1988 — 1992
Bachelor of Science (BS), Accounting
Curis 2005 - Present
Investors Bank & Trust 2003 - 2005
Brown Brothers Harriman 1997 - 2003
Coopers & Lybrand 1992 - 1997
Skills
Financial Analysis, Information Technology, Financial Accounting, Compliance, Enterprise Risk..., Auditing, Project Management, Financial Services, Tax Preparation, Internal Audit, Financial Reporting, Internal Control..., Corporate Governance
Education
Boston University 1988 — 1992
Bachelor of Science (BS), Accounting
Scott LaPointe's Brown Brothers Harriman Experience July 1993 - October 1994
Job Senior DBA at SRL Consulting
Industry Retail
Experience
Prizm Technology Group March 2015 - Present
Planetshoes.com/SideShow Solutions November 2006 - August 2015
Consultant June 2002 - November 2006
Hat World April 2001 - June 2002
LIDS Sports Group July 1997 - April 2001
Reebok October 1994 - June 1997
Brown Brothers Harriman July 1993 - October 1994
Stop & Shop June 1987 - July 1993
Skills
ASP.NET, C#, SQL, Java, COBOL, .NET, ASP, Retail, SQL Server, HTML, Web Services, Databases, JavaScript, SEO, E-commerce, Business Analysis, ERP, CSS, Visual Basic, IIS, Access, Excel, Problem Solving, IT Management, Web Development, VMware, AS400, XML, Windows, Word, Web Analytics, Program Management, Business Intelligence, Email Marketing, Strategic Planning, Process Improvement, Integration, Outlook, Software Development, VB.NET, Microsoft SQL Server, Web Applications, CMS, Project Management, Warehouse Management, Supply Chain, EDI
Education
Boston University 1990 — 1994
BS, Computer Science
Northeastern University 1986 — 1989
Computer Science
Prizm Technology Group March 2015 - Present
Planetshoes.com/SideShow Solutions November 2006 - August 2015
Consultant June 2002 - November 2006
Hat World April 2001 - June 2002
LIDS Sports Group July 1997 - April 2001
Reebok October 1994 - June 1997
Brown Brothers Harriman July 1993 - October 1994
Stop & Shop June 1987 - July 1993
Skills
ASP.NET, C#, SQL, Java, COBOL, .NET, ASP, Retail, SQL Server, HTML, Web Services, Databases, JavaScript, SEO, E-commerce, Business Analysis, ERP, CSS, Visual Basic, IIS, Access, Excel, Problem Solving, IT Management, Web Development, VMware, AS400, XML, Windows, Word, Web Analytics, Program Management, Business Intelligence, Email Marketing, Strategic Planning, Process Improvement, Integration, Outlook, Software Development, VB.NET, Microsoft SQL Server, Web Applications, CMS, Project Management, Warehouse Management, Supply Chain, EDI
Education
Boston University 1990 — 1994
BS, Computer Science
Northeastern University 1986 — 1989
Computer Science
Gregory Capasso's Brown Brothers Harriman Experience August 2010 - Present
Job Senior Audit Control Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2010 - Present
State Street Corporation May 2008 - July 2010
State Street Bank November 2006 - May 2008
EF Education August 2006 - October 2006
Boston University School of Management Graduate Admissions Office February 2003 - June 2006
Troy Corporation January 2001 - January 2005
Skills
Analysis, Auditing, Fixed Income, Business Process..., Accounts Payable, Accounting, Fund Accounting, Financial Reporting, Project Planning, Management, Account Reconciliation, Leadership, Internal Audit, Financial Modeling, Finance, Mutual Funds, Microsoft Excel
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, Management
Brown Brothers Harriman August 2010 - Present
State Street Corporation May 2008 - July 2010
State Street Bank November 2006 - May 2008
EF Education August 2006 - October 2006
Boston University School of Management Graduate Admissions Office February 2003 - June 2006
Troy Corporation January 2001 - January 2005
Skills
Analysis, Auditing, Fixed Income, Business Process..., Accounts Payable, Accounting, Fund Accounting, Financial Reporting, Project Planning, Management, Account Reconciliation, Leadership, Internal Audit, Financial Modeling, Finance, Mutual Funds, Microsoft Excel
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, Management
Chris Fisher, CFA's Brown Brothers Harriman Experience March 2014 - June 2014
Job Investment Analyst, Capital Markets Strategy Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Brown Brothers Harriman March 2014 - June 2014
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman January 2011 - February 2014
Brown Brothers Harriman November 2006 - December 2010
Perkins Fund Marketing June 2005 - August 2005
Conversion Marketing May 2004 - September 2004
Fisher International April 2001 - January 2002
Education
Boston University Graduate School of Management 2012 — 2013
Master of Science in Investment Management (MSIM), Investment Management
Colgate University 2002 — 2006
Bachelors of Arts, East Asian Studies
Peking University 2005 — 2005
Phillips Andover Academy 2001 — 2002
Staples High School 1997 — 2001
Fidelity Investments June 2014 - Present
Brown Brothers Harriman March 2014 - June 2014
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman January 2011 - February 2014
Brown Brothers Harriman November 2006 - December 2010
Perkins Fund Marketing June 2005 - August 2005
Conversion Marketing May 2004 - September 2004
Fisher International April 2001 - January 2002
Education
Boston University Graduate School of Management 2012 — 2013
Master of Science in Investment Management (MSIM), Investment Management
Colgate University 2002 — 2006
Bachelors of Arts, East Asian Studies
Peking University 2005 — 2005
Phillips Andover Academy 2001 — 2002
Staples High School 1997 — 2001
Lee Anne (DiNoia) Petherbridge's Brown Brothers Harriman Experience September 1986 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 1986 - Present
Brown Brothers Harriman September 1986 - June 2011
Commercial Union Insurance June 1985 - September 1986
Skills
Securities, Financial Services, Global Custody, Customer Profitability, Business Profitability
Education
Western New England College 1981 — 1985
Bachelor of Science (BS), Computer Information Systems
Boston University
Brown Brothers Harriman September 1986 - Present
Brown Brothers Harriman September 1986 - June 2011
Commercial Union Insurance June 1985 - September 1986
Skills
Securities, Financial Services, Global Custody, Customer Profitability, Business Profitability
Education
Western New England College 1981 — 1985
Bachelor of Science (BS), Computer Information Systems
Boston University
Lisa Uglialoro's Brown Brothers Harriman Experience August 1994 - February 1996
Job Human Resources Director and Special Assistant to the Town Manager at Town of Cohasset
Industry Human Resources
Experience
Town of Cohasset August 2015 - Present
TalentEd Administrative Management, LLC January 2013 - Present
Arbonne International LLC November 2013 - Present
Boston University March 1996 - December 2012
Oregon Heights Homeowners Association 2007 - 2008
Brown Brothers Harriman August 1994 - February 1996
Mellon Bank June 1993 - August 1994
Skills
Higher Education, Financial Analysis, Financial Reporting, Human Resources, Recruiting, Data Analysis, Data Entry, Database Administration, CRM, Software Implementation, Team Leadership, Teamwork, Cross-functional Team..., Operations Management, Facilities Management, Microsoft Office, PowerPoint, Fundraising, Higher Education..., Higher Education..., Business Process..., Stewardship, Donor Engagement, Alumni Relations, Budget, Budget Reconciliation, Budget Process, Operating Budgets, Change Management, Management Consulting, Records Management, Prospect Research, Staff Retention, Highly motivated..., Creative Solutions, Executive Reporting, Training, FileMaker, Organizational..., Organizational Structure, Events, Leadership, Presentations, Problem Solving, Budgets, Staff Development, Management, Nonprofits, Grant Writing, Volunteer Management
Education
Boston University 1999 — 2002
MBA, Non-Profit Management, Organizational Behavior
Boston University Questrom School of Business 1989 — 1993
BSBA, Finance, IS
Toms River High School North 1985 — 1989
Town of Cohasset August 2015 - Present
TalentEd Administrative Management, LLC January 2013 - Present
Arbonne International LLC November 2013 - Present
Boston University March 1996 - December 2012
Oregon Heights Homeowners Association 2007 - 2008
Brown Brothers Harriman August 1994 - February 1996
Mellon Bank June 1993 - August 1994
Skills
Higher Education, Financial Analysis, Financial Reporting, Human Resources, Recruiting, Data Analysis, Data Entry, Database Administration, CRM, Software Implementation, Team Leadership, Teamwork, Cross-functional Team..., Operations Management, Facilities Management, Microsoft Office, PowerPoint, Fundraising, Higher Education..., Higher Education..., Business Process..., Stewardship, Donor Engagement, Alumni Relations, Budget, Budget Reconciliation, Budget Process, Operating Budgets, Change Management, Management Consulting, Records Management, Prospect Research, Staff Retention, Highly motivated..., Creative Solutions, Executive Reporting, Training, FileMaker, Organizational..., Organizational Structure, Events, Leadership, Presentations, Problem Solving, Budgets, Staff Development, Management, Nonprofits, Grant Writing, Volunteer Management
Education
Boston University 1999 — 2002
MBA, Non-Profit Management, Organizational Behavior
Boston University Questrom School of Business 1989 — 1993
BSBA, Finance, IS
Toms River High School North 1985 — 1989
Trina Mahler Kleinberg's Brown Brothers Harriman Experience AMGRINET Company, LLC1996 - 1999
Job Senior BA at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman AMGRINET Company, LLC1996 - 1999
Education
Boston University 1991 — 1995
BA, Geology
Brown Brothers Harriman AMGRINET Company, LLC1996 - 1999
Education
Boston University 1991 — 1995
BA, Geology
Bladen Burns's Brown Brothers Harriman Experience September 1992 - June 1994
Job Partner at Fiduciary Management, Inc. (Of Milwaukee)
Industry Investment Management
Experience
Fiduciary Management, Inc. (Of Milwaukee) September 2002 - Present
Strong Capital Management 1996 - 2002
The Wellsley Group (now CRA Rogerscasey) June 1994 - May 1996
Brown Brothers Harriman September 1992 - June 1994
AIESEC Boston University 1988 - 1990
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance
West Windsor Plainsboro H.S.
Fiduciary Management, Inc. (Of Milwaukee) September 2002 - Present
Strong Capital Management 1996 - 2002
The Wellsley Group (now CRA Rogerscasey) June 1994 - May 1996
Brown Brothers Harriman September 1992 - June 1994
AIESEC Boston University 1988 - 1990
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance
West Windsor Plainsboro H.S.
Elisabeth Hughes's Brown Brothers Harriman Experience April 2001 - June 2003
Job Manager of Learning & Development at Northeastern University
Industry Human Resources
Experience
Northeastern University August 2012 - Present
Blue Cross Blue Shield of Massachusetts September 2011 - July 2012
Blue Cross Blue Shield of Massachusetts October 2009 - September 2011
Blue Cross Blue Shield of Massachusetts August 2004 - October 2009
Brown Brothers Harriman April 2001 - June 2003
Brown Brothers Harriman January 1999 - April 2001
Brown Brothers Harriman March 1994 - January 1999
Brown Brothers Harriman 1989 - 1994
Skills
Leadership Development, Organizational..., Change Management, Program Management, Leadership, Organizational..., Coaching, Career Development, Organizational..., Onboarding, Instructional Design, Organizational Design, Workshop Facilitation, Talent Management, Process Improvement, Vendor Management, Strategy, Management, Human Resources, Recruiting, Employee Training, HRIS
Education
Boston University - School of Management 1996 — 2003
Master of Business Administration (MBA)
Harvard University 1983 — 1987
AB
Northeastern University August 2012 - Present
Blue Cross Blue Shield of Massachusetts September 2011 - July 2012
Blue Cross Blue Shield of Massachusetts October 2009 - September 2011
Blue Cross Blue Shield of Massachusetts August 2004 - October 2009
Brown Brothers Harriman April 2001 - June 2003
Brown Brothers Harriman January 1999 - April 2001
Brown Brothers Harriman March 1994 - January 1999
Brown Brothers Harriman 1989 - 1994
Skills
Leadership Development, Organizational..., Change Management, Program Management, Leadership, Organizational..., Coaching, Career Development, Organizational..., Onboarding, Instructional Design, Organizational Design, Workshop Facilitation, Talent Management, Process Improvement, Vendor Management, Strategy, Management, Human Resources, Recruiting, Employee Training, HRIS
Education
Boston University - School of Management 1996 — 2003
Master of Business Administration (MBA)
Harvard University 1983 — 1987
AB
Lee Mirbach's Brown Brothers Harriman Experience March 2011 - January 2012
Job Relationship Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2014 - Present
Wellington Management February 2012 - March 2014
Brown Brothers Harriman March 2011 - January 2012
Brown Brothers Harriman January 2010 - March 2011
Brown Brothers Harriman June 2008 - August 2008
Brown Brothers Harriman June 2007 - August 2007
Skills
Bloomberg, Reuters, Client Service, Investments, Asset Allocation, Financial Services, Portfolio Management, Due Diligence, Investment Strategies, Fixed Income, Financial Analysis, Equities, Hedge Funds, Client Services, Securities
Education
Tulane University 2005 — 2009
BSM, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
BSM, Finance
Boston University 2005 — 2005
Wayland High School 2001 — 2005
Wellington Management March 2014 - Present
Wellington Management February 2012 - March 2014
Brown Brothers Harriman March 2011 - January 2012
Brown Brothers Harriman January 2010 - March 2011
Brown Brothers Harriman June 2008 - August 2008
Brown Brothers Harriman June 2007 - August 2007
Skills
Bloomberg, Reuters, Client Service, Investments, Asset Allocation, Financial Services, Portfolio Management, Due Diligence, Investment Strategies, Fixed Income, Financial Analysis, Equities, Hedge Funds, Client Services, Securities
Education
Tulane University 2005 — 2009
BSM, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
BSM, Finance
Boston University 2005 — 2005
Wayland High School 2001 — 2005
Brooke Chen's Brown Brothers Harriman Experience April 2007 - December 2007
Job Financial Services Professional
Industry Financial Services
Experience
Colony Capital Asia February 2008 - February 2009
Brown Brothers Harriman April 2007 - December 2007
Citigroup Smith Barney September 2006 - December 2006
Compal May 2004 - May 2005
Deloitte Touche Tohmatsu September 2002 - July 2003
Education
Boston University Questrom School of Business 2005 — 2006
MBA, Finance
NATIONAL CHENGCHI UNIVERSITY
Bachelor of Science, Money and Banking
Colony Capital Asia February 2008 - February 2009
Brown Brothers Harriman April 2007 - December 2007
Citigroup Smith Barney September 2006 - December 2006
Compal May 2004 - May 2005
Deloitte Touche Tohmatsu September 2002 - July 2003
Education
Boston University Questrom School of Business 2005 — 2006
MBA, Finance
NATIONAL CHENGCHI UNIVERSITY
Bachelor of Science, Money and Banking
Gene Morris's Brown Brothers Harriman Experience 2005 - 2006
Job Managing Director at State Street Bank
Industry Banking
Experience
State Street Bank August 2006 - Present
Brown Brothers Harriman 2005 - 2006
Federal Reserve Bank of Boston 1994 - 2005
United States Air Force 1986 - 1994
Skills
Mutual Funds, Financial Risk, Accounting, Hedge Funds, Finance, Operational Risk..., Banking Regulation, AML, Alternative Investments, Securities, Auditing, Equities, Risk Management, Financial Analysis, Credit, Fixed Income, Banking, Financial Services, Asset Management, Capital Markets, Derivatives, Bloomberg
Education
Boston University Questrom School of Business 1989 — 1992
MBA, Finance
University of Maryland College Park 1982 — 1986
BS, Finance
Hamden High School 1979 — 1982
English
State Street Bank August 2006 - Present
Brown Brothers Harriman 2005 - 2006
Federal Reserve Bank of Boston 1994 - 2005
United States Air Force 1986 - 1994
Skills
Mutual Funds, Financial Risk, Accounting, Hedge Funds, Finance, Operational Risk..., Banking Regulation, AML, Alternative Investments, Securities, Auditing, Equities, Risk Management, Financial Analysis, Credit, Fixed Income, Banking, Financial Services, Asset Management, Capital Markets, Derivatives, Bloomberg
Education
Boston University Questrom School of Business 1989 — 1992
MBA, Finance
University of Maryland College Park 1982 — 1986
BS, Finance
Hamden High School 1979 — 1982
English
Keavy Knothe's Brown Brothers Harriman Experience Senior Database AdministratorCasio2002 - 2008
Job Information Security Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Senior Database AdministratorCasio2002 - 2008
Johnson & Johnson 1994 - 1995
Education
Boston University 2007 — 2009
Masters, Computer Information Systems Concentration Security
Rutgers University – Camden 1995 — 1998
General Science, Chemistry, Statistics
Brown Brothers Harriman Senior Database AdministratorCasio2002 - 2008
Johnson & Johnson 1994 - 1995
Education
Boston University 2007 — 2009
Masters, Computer Information Systems Concentration Security
Rutgers University – Camden 1995 — 1998
General Science, Chemistry, Statistics
Sheila Tully's Brown Brothers Harriman Experience October 1996 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 1996 - Present
Wellington Management 1989 - 1996
State Street 1987 - 1989
Skills
Securities, Fixed Income, Bloomberg, Equities, Mutual Funds, Corporate Actions, Financial Services
Education
Boston University - Metropolitan College 2015 — 2015
CAIA Association/IMCA
Fundamentals of Alternative Investments Certificate Program
University of Massachusetts Boston 1983 — 1987
Bachelor of Science, Finance
Brown Brothers Harriman October 1996 - Present
Wellington Management 1989 - 1996
State Street 1987 - 1989
Skills
Securities, Fixed Income, Bloomberg, Equities, Mutual Funds, Corporate Actions, Financial Services
Education
Boston University - Metropolitan College 2015 — 2015
CAIA Association/IMCA
Fundamentals of Alternative Investments Certificate Program
University of Massachusetts Boston 1983 — 1987
Bachelor of Science, Finance
Marilyn Lehr's Brown Brothers Harriman Experience July 2006 - 2007
Job Executive Assistant at F.E.G.S.
Industry Financial Services
Experience
F.E.G.S. June 2010 - Present
Ernst & Young April 2008 - July 2009
Brown Brothers Harriman July 2006 - 2007
JP Morgan Chase April 2002 - May 2006
Citibank March 1984 - November 1998
Education
Boston University
M.Ed, English / Education
Stony Brook University
B.A., English
F.E.G.S. June 2010 - Present
Ernst & Young April 2008 - July 2009
Brown Brothers Harriman July 2006 - 2007
JP Morgan Chase April 2002 - May 2006
Citibank March 1984 - November 1998
Education
Boston University
M.Ed, English / Education
Stony Brook University
B.A., English
Pia Mellios's Brown Brothers Harriman Experience January 2008 - Present
Job Senior Operations Specialist III at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2008 - Present
Education
Boston University
Economics
Brown Brothers Harriman January 2008 - Present
Education
Boston University
Economics
Beatrissa Wolfl's Brown Brothers Harriman Experience August 2005 - August 2006
Job Executive Director, Finance at Estee Lauder
Industry Cosmetics
Experience
Estee Lauder August 2006 - Present
Brown Brothers Harriman August 2005 - August 2006
Credit Suisse July 2000 - July 2005
Grant Thornton LLP January 1998 - January 2000
Skills
Forecasting, Financial Reporting, Accounting, Process Improvement, Financial Modeling, Financial Analysis, Budgets, Financial Audits, Managerial Finance, Finance, Strategic Financial..., Hyperion Enterprise, Financial Accounting, SAP, Financial Forecasting, Strategic Planning, Capital Budgeting, Budget Setting, Strategy, Internal Audit, Leadership, Financial Planning
Education
Boston University - School of Management
BSBA, Accounting
Estee Lauder August 2006 - Present
Brown Brothers Harriman August 2005 - August 2006
Credit Suisse July 2000 - July 2005
Grant Thornton LLP January 1998 - January 2000
Skills
Forecasting, Financial Reporting, Accounting, Process Improvement, Financial Modeling, Financial Analysis, Budgets, Financial Audits, Managerial Finance, Finance, Strategic Financial..., Hyperion Enterprise, Financial Accounting, SAP, Financial Forecasting, Strategic Planning, Capital Budgeting, Budget Setting, Strategy, Internal Audit, Leadership, Financial Planning
Education
Boston University - School of Management
BSBA, Accounting
Rowan Benjamin's Brown Brothers Harriman Experience 2006 - 2007
Job Manager, Financial Planning & Analysis at Lightower Fiber Networks
Industry Telecommunications
Experience
Lightower Fiber Networks 2010 - Present
Hilco Valuation Services 2007 - 2009
Brown Brothers Harriman 2006 - 2007
State Street 2004 - 2006
N&D Group 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Forecasting, Analysis, Budgets, Corporate Finance, Due Diligence, M&A analysis, Cross-functional Team..., Process Improvement, Data Mining, Microsoft Excel, Valuation, Valuation Modeling, Mergers & Acquisitions, KPI Dashboards, Presentations
Education
Boston University Questrom School of Business 2000 — 2004
BSBA
Lightower Fiber Networks 2010 - Present
Hilco Valuation Services 2007 - 2009
Brown Brothers Harriman 2006 - 2007
State Street 2004 - 2006
N&D Group 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Forecasting, Analysis, Budgets, Corporate Finance, Due Diligence, M&A analysis, Cross-functional Team..., Process Improvement, Data Mining, Microsoft Excel, Valuation, Valuation Modeling, Mergers & Acquisitions, KPI Dashboards, Presentations
Education
Boston University Questrom School of Business 2000 — 2004
BSBA
Doug Mark's Brown Brothers Harriman Experience September 2004 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2004 - Present
Skills
Bloomberg, Fixed Income, Securities, Portfolio Management
Education
Boston University - School of Management 1999 — 2003
BS - Business Administration, Finance, MIS
Brown Brothers Harriman September 2004 - Present
Skills
Bloomberg, Fixed Income, Securities, Portfolio Management
Education
Boston University - School of Management 1999 — 2003
BS - Business Administration, Finance, MIS
Evan Musso's Brown Brothers Harriman Experience May 2011 - June 2013
Job Sr. Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2011 - June 2013
Pitney Bowes May 2007 - April 2008
Skills
Process Improvement, Financial Services, Sales, Financial Analysis, Financial Modeling, Mutual Funds, Investments, Finance, Business Analysis, Bloomberg, Relationship Management, Securities, Derivatives, Equities, Fixed Income
Education
Boston University - School of Management 2010 — 2013
MBA, Business Administration
University of Vermont 2003 — 2007
BA, English, Business
Brown Brothers Harriman May 2011 - June 2013
Pitney Bowes May 2007 - April 2008
Skills
Process Improvement, Financial Services, Sales, Financial Analysis, Financial Modeling, Mutual Funds, Investments, Finance, Business Analysis, Bloomberg, Relationship Management, Securities, Derivatives, Equities, Fixed Income
Education
Boston University - School of Management 2010 — 2013
MBA, Business Administration
University of Vermont 2003 — 2007
BA, English, Business
Justin Bukofzer's Brown Brothers Harriman Experience October 2012 - Present
Job Assistant Vice President at Brown Brothers
Industry Financial Services
Experience
Brown Brothers Harriman October 2012 - Present
State Street July 2007 - October 2012
Investors Bank & Trust September 2004 - July 2007
Education
Boston University
BSBA
Boston University
Certificate in Advanced Accounting
Brown Brothers Harriman October 2012 - Present
State Street July 2007 - October 2012
Investors Bank & Trust September 2004 - July 2007
Education
Boston University
BSBA
Boston University
Certificate in Advanced Accounting
Gabriel Marcarelli, PMP's Brown Brothers Harriman Experience July 2006 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2006 - Present
Skills
Financial Modeling, Project Management, Business Analysis, Risk Management, Financial Analysis, Fixed Income
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance, International Management
Bryant University 2002 — 2006
BS, Information Technology
Brown Brothers Harriman July 2006 - Present
Skills
Financial Modeling, Project Management, Business Analysis, Risk Management, Financial Analysis, Fixed Income
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance, International Management
Bryant University 2002 — 2006
BS, Information Technology
Szewan Johnson's Brown Brothers Harriman Experience December 2014 - Present
Job Business Major and Accountant
Industry Accounting
Experience
Brown Brothers Harriman December 2014 - Present
ABC Capital Corp. July 2014 - November 2014
Boston University School of Management September 2010 - May 2014
New York City Seminar and Conference Center May 2012 - July 2012
Columbia Institute for Tele-Information at Columbia Business School May 2011 - July 2011
Doshi Diagnostic February 2006 - August 2010
Skills
Data Analysis, Data Entry, Teamwork, Research, Accounting Research, Management, Market Research, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance, cum laude
Robert F Kennedy Community High School 2006 — 2010
Valedictorian
Brown Brothers Harriman December 2014 - Present
ABC Capital Corp. July 2014 - November 2014
Boston University School of Management September 2010 - May 2014
New York City Seminar and Conference Center May 2012 - July 2012
Columbia Institute for Tele-Information at Columbia Business School May 2011 - July 2011
Doshi Diagnostic February 2006 - August 2010
Skills
Data Analysis, Data Entry, Teamwork, Research, Accounting Research, Management, Market Research, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance, cum laude
Robert F Kennedy Community High School 2006 — 2010
Valedictorian
William Ponder's Brown Brothers Harriman Experience Economic Research AssistantNational Bank of Liberia
Job Senior ETF Transfer Agent at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Economic Research AssistantNational Bank of Liberia
Education
Boston University
MBA, Public Management/Economics, 1995
Brown Brothers Harriman Economic Research AssistantNational Bank of Liberia
Education
Boston University
MBA, Public Management/Economics, 1995
Thomas Zajc's Brown Brothers Harriman Experience September 2014 - Present
Job Consultant of Investor Services at Brown Brothers Harriman
Industry Higher Education
Experience
Brown Brothers Harriman September 2014 - Present
Raising Cane's September 2012 - Present
Douglass Simon Solicitors May 2013 - August 2013
10 Downing Street May 2013 - August 2013
Jos. A. Bank Clothiers May 2011 - August 2012
Skills
Data Analysis, Statistics, SPSS, Microsoft Excel, Research, Team Leadership, Analysis, Analytics, Market Research, Loss Prevention, Store Management, Retail Sales, Legal Assistance, Legal Documents, Legal Research, Legal Contract Review, Coaching Baseball, Football, Sports Psychology, Internal Audit
Education
Boston University 2010 — 2014
Bachelor of Arts (B.A.), Psychology, Philosophy
Brown Brothers Harriman September 2014 - Present
Raising Cane's September 2012 - Present
Douglass Simon Solicitors May 2013 - August 2013
10 Downing Street May 2013 - August 2013
Jos. A. Bank Clothiers May 2011 - August 2012
Skills
Data Analysis, Statistics, SPSS, Microsoft Excel, Research, Team Leadership, Analysis, Analytics, Market Research, Loss Prevention, Store Management, Retail Sales, Legal Assistance, Legal Documents, Legal Research, Legal Contract Review, Coaching Baseball, Football, Sports Psychology, Internal Audit
Education
Boston University 2010 — 2014
Bachelor of Arts (B.A.), Psychology, Philosophy
Melisa Mack's Brown Brothers Harriman Experience November 2000 - October 2004
Job Financial Services Professional
Industry Financial Services
Experience
Bright Horizons March 2015 - September 2015
Brown Brothers Harriman November 2000 - October 2004
Brown Brothers Harriman November 1999 - November 2000
Brown Brothers Harriman November 1998 - November 1999
Alternative Solutions Inc May 1998 - October 1998
Foundation Health April 1996 - July 1997
Tufts Medical Center April 1992 - April 1996
Skills
Financial Services, Microsoft Office, Project Management, Customer Service, Customer Relations, Time Management, Events Coordination
Education
Boston University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Bright Horizons March 2015 - September 2015
Brown Brothers Harriman November 2000 - October 2004
Brown Brothers Harriman November 1999 - November 2000
Brown Brothers Harriman November 1998 - November 1999
Alternative Solutions Inc May 1998 - October 1998
Foundation Health April 1996 - July 1997
Tufts Medical Center April 1992 - April 1996
Skills
Financial Services, Microsoft Office, Project Management, Customer Service, Customer Relations, Time Management, Events Coordination
Education
Boston University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation