Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,148 Brown Brothers Harriman employees in database. Find out everything there's to know about Brown Brothers Harriman employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Matthew Gorham Matthew Gorham's Brown Brothers Harriman Experience June 2014 - Present
Job Fund Administration, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
Brown University August 2010 - May 2014
Brown Brothers Harriman June 2013 - August 2013
LSG Strategies June 2012 - August 2012
Brown University September 2011 - May 2012
Sacred Heart University July 2011 - August 2011
Brown University Creative Art Center February 2011 - May 2011
Yale University Cardiac Research Laboratory June 2009 - August 2009
Skills
Microsoft Office, Research, PowerPoint, Excel, Python, Photoshop, Public Speaking, Community Relations, HTML, Access, Microsoft Excel, Data Analysis, Social Media, SPSS, Time Management
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Bachelor of Arts (B.A.) Chemistry
Brown Brothers Harriman June 2014 - Present
Brown University August 2010 - May 2014
Brown Brothers Harriman June 2013 - August 2013
LSG Strategies June 2012 - August 2012
Brown University September 2011 - May 2012
Sacred Heart University July 2011 - August 2011
Brown University Creative Art Center February 2011 - May 2011
Yale University Cardiac Research Laboratory June 2009 - August 2009
Skills
Microsoft Office, Research, PowerPoint, Excel, Python, Photoshop, Public Speaking, Community Relations, HTML, Access, Microsoft Excel, Data Analysis, Social Media, SPSS, Time Management
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Bachelor of Arts (B.A.) Chemistry
James MacMillan James MacMillan's Brown Brothers Harriman Experience December 2011 - March 2013
Job Managing the coordination and implementation of complex derivative instruments in Portfolio Accounting
Industry Financial Services
Experience
Capital Group August 2014 - Present
Eagle Investment Systems March 2013 - August 2014
Brown Brothers Harriman December 2011 - March 2013
Brown Brothers Harriman June 2010 - December 2011
Brown Brothers Harriman June 2008 - June 2010
Skills
Financial Analysis, Derivatives, Fund Accounting, Risk Management, Microsoft Excel, Financial Services, Bloomberg, Fixed Income, Securities, Analysis, Eagle PACE, Eagle STAR, Access, Excel, Word, Data Analysis, Microsoft Office, Client Service, Problem Solving, Business Analysis, Project Management, Mutual Funds, Leadership, Management, Investments, Swaps, Valuation, Relationship Management, FX Options, Accounting, Equities, Corporate Actions, Account Reconciliation, Alternative Investments
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Capital Group August 2014 - Present
Eagle Investment Systems March 2013 - August 2014
Brown Brothers Harriman December 2011 - March 2013
Brown Brothers Harriman June 2010 - December 2011
Brown Brothers Harriman June 2008 - June 2010
Skills
Financial Analysis, Derivatives, Fund Accounting, Risk Management, Microsoft Excel, Financial Services, Bloomberg, Fixed Income, Securities, Analysis, Eagle PACE, Eagle STAR, Access, Excel, Word, Data Analysis, Microsoft Office, Client Service, Problem Solving, Business Analysis, Project Management, Mutual Funds, Leadership, Management, Investments, Swaps, Valuation, Relationship Management, FX Options, Accounting, Equities, Corporate Actions, Account Reconciliation, Alternative Investments
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Shekha Patel's Brown Brothers Harriman Experience April 2015 - Present
Job Operations specialist
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Shield Hotels October 2014 - April 2015
Northwestern Mutual January 2014 - October 2014
Hampden Bank June 2013 - August 2013
Shield Hotels June 2012 - August 2012
Skills
Foreign Languages, Microsoft Excel, Microsoft Office, Management, Organizational..., Finance, Financial Analysis, Sales, Time Management, Accounting, Microsoft Word, Customer Service, Teamwork, PowerPoint, Access, Analysis, Facebook, Marketing
Education
Bryant University 2010 — 2014
Bachelor of Science (B.S.), Financial Services
The Williston Northampton School 2006 — 2010
High School
Brown Brothers Harriman April 2015 - Present
Shield Hotels October 2014 - April 2015
Northwestern Mutual January 2014 - October 2014
Hampden Bank June 2013 - August 2013
Shield Hotels June 2012 - August 2012
Skills
Foreign Languages, Microsoft Excel, Microsoft Office, Management, Organizational..., Finance, Financial Analysis, Sales, Time Management, Accounting, Microsoft Word, Customer Service, Teamwork, PowerPoint, Access, Analysis, Facebook, Marketing
Education
Bryant University 2010 — 2014
Bachelor of Science (B.S.), Financial Services
The Williston Northampton School 2006 — 2010
High School
Cameron Seymour Cameron Seymour's Brown Brothers Harriman Experience December 2014 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman July 2014 - December 2014
Waspit Group Inc. January 2013 - May 2013
Chatham Bars Inn May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint
Education
University of New Hampshire 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Bryant University 2010 — 2011
Finance
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman July 2014 - December 2014
Waspit Group Inc. January 2013 - May 2013
Chatham Bars Inn May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint
Education
University of New Hampshire 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Bryant University 2010 — 2011
Finance
Christopher J. Ciano-Collins Christopher J. Ciano-Collins's Brown Brothers Harriman Experience March 2005 - September 2005
Job Science Education & Communication
Industry Education Management
Experience
Lincoln-Sudbury Regional High School 2014 - Present
The CGIAR Research Program on Climate Change, Agriculture and Food Security (CCAFS) November 2013 - March 2014
Columbia University August 2012 - October 2013
Red Cross/Red Crescent Climate Centre June 2013 - September 2013
TreePeople May 2012 - August 2012
Weymouth Public Schools September 2006 - June 2012
National Park Service June 2011 - November 2011
Brown Brothers Harriman March 2005 - September 2005
WGBH August 2004 - February 2005
Mike Mathis Productions June 2003 - January 2004
Skills
Film, Research, Television, Producing, Video Production, Post Production, Film Production, Broadcast, Storytelling, Classroom, Environmental Science, Teaching, Public Speaking, Video, Multimedia, Curriculum Design, Editing, Educational Technology, Environmental Policy, Curriculum Development, Program Evaluation, Grant Writing, Community Outreach, Science, Qualitative Research, Higher Education, Student Affairs
Education
Columbia University 2012 — 2013
Master of Arts (M.A.), Climate & Society, Graduate School
Bridgewater State College 2010 — 2010
Licensure, Initial Licensure Education, Graduate
Suffolk University 2005 — 2006
Licensure, Education, Graduate
University of Rhode Island 1997 — 2000
B.S., Resource and Environmental Economics
Lincoln-Sudbury Regional High School 2014 - Present
The CGIAR Research Program on Climate Change, Agriculture and Food Security (CCAFS) November 2013 - March 2014
Columbia University August 2012 - October 2013
Red Cross/Red Crescent Climate Centre June 2013 - September 2013
TreePeople May 2012 - August 2012
Weymouth Public Schools September 2006 - June 2012
National Park Service June 2011 - November 2011
Brown Brothers Harriman March 2005 - September 2005
WGBH August 2004 - February 2005
Mike Mathis Productions June 2003 - January 2004
Skills
Film, Research, Television, Producing, Video Production, Post Production, Film Production, Broadcast, Storytelling, Classroom, Environmental Science, Teaching, Public Speaking, Video, Multimedia, Curriculum Design, Editing, Educational Technology, Environmental Policy, Curriculum Development, Program Evaluation, Grant Writing, Community Outreach, Science, Qualitative Research, Higher Education, Student Affairs
Education
Columbia University 2012 — 2013
Master of Arts (M.A.), Climate & Society, Graduate School
Bridgewater State College 2010 — 2010
Licensure, Initial Licensure Education, Graduate
Suffolk University 2005 — 2006
Licensure, Education, Graduate
University of Rhode Island 1997 — 2000
B.S., Resource and Environmental Economics
Andrew LoRusso Andrew LoRusso's Brown Brothers Harriman Experience June 2011 - August 2011
Job Associate, Institutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. September 2013 - Present
Fidelity Investments June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Start-Up Bank, Investment Group June 2009 - August 2009
Skills
Economics, Investments, Equities, Fixed Income, Social Media, Event Planning, Leadership, Editing, Marketing, Customer Service, Market Research, Management, Portfolio Management, Asset Management
Education
Bowdoin College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Danish Institute for Study Abroad 2011 — 2011
Global Economics Program
Noble & Greenough School 2005 — 2009
High School, High Academic Distinction
RBC Global Asset Management (U.S.) Inc. September 2013 - Present
Fidelity Investments June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Start-Up Bank, Investment Group June 2009 - August 2009
Skills
Economics, Investments, Equities, Fixed Income, Social Media, Event Planning, Leadership, Editing, Marketing, Customer Service, Market Research, Management, Portfolio Management, Asset Management
Education
Bowdoin College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Danish Institute for Study Abroad 2011 — 2011
Global Economics Program
Noble & Greenough School 2005 — 2009
High School, High Academic Distinction
Charles Blood Charles Blood's Brown Brothers Harriman Experience September 2012 - Present
Job Retired Investment Strategist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2012 - Present
Brown Brothers Harriman August 1978 - September 2012
Skills
Investments, Equities, Fixed Income, Bloomberg
Education
New York University 1970 — 1976
Master of Business Administration (MBA), Finance, General
Brown University 1962 — 1967
Bachelor of Arts (BA), Economics
Brown Brothers Harriman September 2012 - Present
Brown Brothers Harriman August 1978 - September 2012
Skills
Investments, Equities, Fixed Income, Bloomberg
Education
New York University 1970 — 1976
Master of Business Administration (MBA), Finance, General
Brown University 1962 — 1967
Bachelor of Arts (BA), Economics
EVE MANCUSO's Brown Brothers Harriman Experience May 2006 - February 2009
Job RECRUITING ASSOCIATE AT TEKMARK GLOBAL SOLUTIONS
Industry Information Technology and Services
Experience
Tekmark June 2011 - Present
Brown Brothers Harriman May 2006 - February 2009
Prudential Insurance June 2002 - October 2004
Proformance Insurance August 2001 - January 2002
Skills
MS OFFICE, Public Speaking, Trainers, Technical Recruiting, Psychology, Typing, Insurance, Corporate Finance, HR Policies, People-oriented, Great People Skills, Leading People, written Spanish, Spanish, Clarity, Open Workbench
Education
Wagner College
Master's Program, Education
Brookdale Community College
A.A, Education
Brookdale Community College
Wagner College
MSED, EDUCATION
Wagner College
B.A., PSYCHOLOGY
Wagner College
B.A, PSYCHOLOGY
Tekmark June 2011 - Present
Brown Brothers Harriman May 2006 - February 2009
Prudential Insurance June 2002 - October 2004
Proformance Insurance August 2001 - January 2002
Skills
MS OFFICE, Public Speaking, Trainers, Technical Recruiting, Psychology, Typing, Insurance, Corporate Finance, HR Policies, People-oriented, Great People Skills, Leading People, written Spanish, Spanish, Clarity, Open Workbench
Education
Wagner College
Master's Program, Education
Brookdale Community College
A.A, Education
Brookdale Community College
Wagner College
MSED, EDUCATION
Wagner College
B.A., PSYCHOLOGY
Wagner College
B.A, PSYCHOLOGY
Corey Tenanes's Brown Brothers Harriman Experience August 2012 - May 2014
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Brown Brothers Harriman August 2012 - May 2014
Boston Financial Investment Management June 2012 - September 2012
Northwestern Mutual March 2011 - September 2011
Eaglebrook School April 2006 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Financial Modeling, Investments, Access, Analytics, Customer Service, Economics, Financial Risk, General Ledger, Social Networking, Microsoft Office, Sales, Bloomberg, Accounting, Mutual Funds, Fund Accounting, Financial Statement..., Valuation, Securities, Derivatives, Bloomberg Terminal, Portfolio Management, Financial Services
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.) Business Administration, Finance
Frontier Regional High 2004 — 2008
JPMorgan Chase June 2014 - Present
Brown Brothers Harriman August 2012 - May 2014
Boston Financial Investment Management June 2012 - September 2012
Northwestern Mutual March 2011 - September 2011
Eaglebrook School April 2006 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Financial Modeling, Investments, Access, Analytics, Customer Service, Economics, Financial Risk, General Ledger, Social Networking, Microsoft Office, Sales, Bloomberg, Accounting, Mutual Funds, Fund Accounting, Financial Statement..., Valuation, Securities, Derivatives, Bloomberg Terminal, Portfolio Management, Financial Services
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.) Business Administration, Finance
Frontier Regional High 2004 — 2008
Steen Sargent Steen Sargent's Brown Brothers Harriman Experience August 2014 - December 2014
Job Compliance Officer/Statistician
Industry Education Management
Experience
American Preparatory Academy March 2015 - Present
Brown Brothers Harriman August 2014 - December 2014
Brigham Young University September 2012 - April 2014
Skills
Spanish, Economics, Team Leadership, Bookkeeping, Account Reconciliation, Advertising, Management, Research, Social Media, Marketing
Education
Brigham Young University 2007 — 2014
Bachelor's degree, Economics
American Preparatory Academy March 2015 - Present
Brown Brothers Harriman August 2014 - December 2014
Brigham Young University September 2012 - April 2014
Skills
Spanish, Economics, Team Leadership, Bookkeeping, Account Reconciliation, Advertising, Management, Research, Social Media, Marketing
Education
Brigham Young University 2007 — 2014
Bachelor's degree, Economics
Jeffrey Fong's Brown Brothers Harriman Experience November 2009 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2009 - Present
Brown Brothers Harriman February 2005 - November 2009
Brown Brothers Harriman November 2003 - February 2005
Chinese Progressive Association May 2002 - October 2003
Education
Brandeis University 1999 — 2002
Bachelor of Arts (B.A.), Economics, East Asian Studies
Brown Brothers Harriman November 2009 - Present
Brown Brothers Harriman February 2005 - November 2009
Brown Brothers Harriman November 2003 - February 2005
Chinese Progressive Association May 2002 - October 2003
Education
Brandeis University 1999 — 2002
Bachelor of Arts (B.A.), Economics, East Asian Studies
Mike Hollingsed Mike Hollingsed's Brown Brothers Harriman Experience July 2014 - Present
Job Technical Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman September 2010 - June 2014
OppenheimerFunds April 2008 - September 2010
Rivet Software March 2007 - April 2008
SunGard November 2005 - March 2007
SunGard July 2003 - November 2005
Vail Resorts January 2002 - January 2003
Skills
Equities, Securities, Mutual Funds, Financial Analysis, Business Analysis, Banking, Fixed Income, Financial Services, Business Process..., Bloomberg, Derivatives, Due Diligence, Hedge Funds, Relationship Management, Financial Risk, Risk Management, Financial Modeling, Portfolio Management, Investments, Finance, Strategic Financial..., Corporate Finance
Education
Bowling Green State University 1998 — 2003
Bachelor's degree, Accounting and Computer Science
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman September 2010 - June 2014
OppenheimerFunds April 2008 - September 2010
Rivet Software March 2007 - April 2008
SunGard November 2005 - March 2007
SunGard July 2003 - November 2005
Vail Resorts January 2002 - January 2003
Skills
Equities, Securities, Mutual Funds, Financial Analysis, Business Analysis, Banking, Fixed Income, Financial Services, Business Process..., Bloomberg, Derivatives, Due Diligence, Hedge Funds, Relationship Management, Financial Risk, Risk Management, Financial Modeling, Portfolio Management, Investments, Finance, Strategic Financial..., Corporate Finance
Education
Bowling Green State University 1998 — 2003
Bachelor's degree, Accounting and Computer Science
Streett Silvestri's Brown Brothers Harriman Experience January 2005 - March 2006
Job Owner and Founder of Unplug Your Life
Industry Retail
Experience
Unplug Your Life - Apparel with a Mission August 2013 - Present
Gordon Brothers Group November 2006 - December 2012
SMART Marketing May 2006 - July 2006
Brown Brothers Harriman January 2005 - March 2006
Skills
Real Estate, Corporate Finance, Private Equity, Financial Analysis, Investment Properties, Portfolio Management, Credit, Underwriting, Loans, Mergers, Asset Based Lending, Strategic Planning, Mutual Funds, Commercial Lending, Leveraged Finance, Structured Finance, Business Strategy, Business Development, Mergers & Acquisitions, Sales
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science in Business Administration, Finance and Operations & Technology Management
Unplug Your Life - Apparel with a Mission August 2013 - Present
Gordon Brothers Group November 2006 - December 2012
SMART Marketing May 2006 - July 2006
Brown Brothers Harriman January 2005 - March 2006
Skills
Real Estate, Corporate Finance, Private Equity, Financial Analysis, Investment Properties, Portfolio Management, Credit, Underwriting, Loans, Mergers, Asset Based Lending, Strategic Planning, Mutual Funds, Commercial Lending, Leveraged Finance, Structured Finance, Business Strategy, Business Development, Mergers & Acquisitions, Sales
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science in Business Administration, Finance and Operations & Technology Management
Jay Foraker Jay Foraker's Brown Brothers Harriman Experience March 2011 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2011 - Present
Brown Brothers Harriman September 2008 - February 2011
Grant Thornton LLP August 2007 - September 2008
Grant Thornton LLP February 2004 - July 2007
Skills
French (written, spoken..., Fixed Income, Bloomberg, Equities, Global Custody, Mutual Funds, International Economics, Hedge Funds, Financial Markets, Risk Management
Education
Brandeis University International Business School 2001 — 2005
Master of Arts (MA), International Economics and Finance (concentration in Finance)
L’Université Pierre Mendès France (Grenoble II), Grenoble, France 2002 — 2003
MA-level degree (Diplôme d’Études Approfondies), International Political Economy
Marietta College 1997 — 2001
Bachelor of Arts (BA), Economics (Minor in French), Phi Beta Kappa, Magna Cum Laude
Culver Military Academy
Brown Brothers Harriman March 2011 - Present
Brown Brothers Harriman September 2008 - February 2011
Grant Thornton LLP August 2007 - September 2008
Grant Thornton LLP February 2004 - July 2007
Skills
French (written, spoken..., Fixed Income, Bloomberg, Equities, Global Custody, Mutual Funds, International Economics, Hedge Funds, Financial Markets, Risk Management
Education
Brandeis University International Business School 2001 — 2005
Master of Arts (MA), International Economics and Finance (concentration in Finance)
L’Université Pierre Mendès France (Grenoble II), Grenoble, France 2002 — 2003
MA-level degree (Diplôme d’Études Approfondies), International Political Economy
Marietta College 1997 — 2001
Bachelor of Arts (BA), Economics (Minor in French), Phi Beta Kappa, Magna Cum Laude
Culver Military Academy
Francine Esrig Deutsch's Brown Brothers Harriman Experience February 2001 - July 2007
Job Senior Director, People Innovation at AppNexus
Industry Human Resources
Experience
AppNexus October 2013 - Present
Bank of America September 2009 - 2013
Deutsch Consulting July 2007 - August 2009
Brown Brothers Harriman February 2001 - July 2007
Arthur Andersen November 1998 - February 2001
Salomon Brothers 1994 - 1998
IBM (International Business Machine) August 1990 - November 1993
New York Life Insurance Company July 1987 - August 1988
Skills
Leadership Development, Performance Management, Onboarding, Assessment Center, Talent Management, 360 Feedback, Organizational..., Succession Planning, Organizational..., Employee Engagement, Organizational Design
Education
The University of Connecticut 1988 — 1995
MA/Ph.D., Industrial/Organizational Psychology
Brandeis University 1983 — 1987
B.A., Psychology
AppNexus October 2013 - Present
Bank of America September 2009 - 2013
Deutsch Consulting July 2007 - August 2009
Brown Brothers Harriman February 2001 - July 2007
Arthur Andersen November 1998 - February 2001
Salomon Brothers 1994 - 1998
IBM (International Business Machine) August 1990 - November 1993
New York Life Insurance Company July 1987 - August 1988
Skills
Leadership Development, Performance Management, Onboarding, Assessment Center, Talent Management, 360 Feedback, Organizational..., Succession Planning, Organizational..., Employee Engagement, Organizational Design
Education
The University of Connecticut 1988 — 1995
MA/Ph.D., Industrial/Organizational Psychology
Brandeis University 1983 — 1987
B.A., Psychology
Andrew McKenna Andrew McKenna's Brown Brothers Harriman Experience June 2015 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman August 2005 - Present
Skills
Mutual Funds, Financial Services, Relationship Management, Financial Analysis, Microsoft Excel, Microsoft Office, Finance, Securities, Equities, Fixed Income, Investments, PowerPoint, Fund Administration, Fund Accounting, Corporate Actions, Risk Management, Accounting, Business Analysis, Financial Reporting, Management, Analysis
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Bryant University 2001 — 2005
Bachelor's degree, Marketing
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman August 2005 - Present
Skills
Mutual Funds, Financial Services, Relationship Management, Financial Analysis, Microsoft Excel, Microsoft Office, Finance, Securities, Equities, Fixed Income, Investments, PowerPoint, Fund Administration, Fund Accounting, Corporate Actions, Risk Management, Accounting, Business Analysis, Financial Reporting, Management, Analysis
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Bryant University 2001 — 2005
Bachelor's degree, Marketing
Peter Shannon's Brown Brothers Harriman Experience September 1994 - May 1996
Job Senior Consultant at Eagle Investment Systems
Industry Information Technology and Services
Experience
Eagle Investment Systems March 2014 - Present
Eagle Investment Systems October 2013 - February 2014
State Street October 2002 - February 2013
State Street February 1999 - September 2002
State Street June 1996 - January 1999
Brown Brothers Harriman September 1994 - May 1996
Blue Cross & Blue Shield of Rhode Island December 1992 - August 1994
Skills
Requirements Analysis, Oracle, SQL, Report Development, Report Design, Jasper Reports, Actuate Reporting, Crystal Reports, Metadata Management, Business Analysis, Sybase, SDLC, Data Analysis, Program Management, Requirements Gathering, Quality Assurance, Data Modeling, Data Warehousing, Data Migration
Education
Brown University
Bachelor of Arts (BA)
Eagle Investment Systems March 2014 - Present
Eagle Investment Systems October 2013 - February 2014
State Street October 2002 - February 2013
State Street February 1999 - September 2002
State Street June 1996 - January 1999
Brown Brothers Harriman September 1994 - May 1996
Blue Cross & Blue Shield of Rhode Island December 1992 - August 1994
Skills
Requirements Analysis, Oracle, SQL, Report Development, Report Design, Jasper Reports, Actuate Reporting, Crystal Reports, Metadata Management, Business Analysis, Sybase, SDLC, Data Analysis, Program Management, Requirements Gathering, Quality Assurance, Data Modeling, Data Warehousing, Data Migration
Education
Brown University
Bachelor of Arts (BA)
Artvine Torossian's Brown Brothers Harriman Experience 1999 - 2001
Job Account Manager at RBC Investor and Treasury Services
Industry Banking
Experience
RBC Investor & Treasury Services April 2008 - August 2014
RBC Dexia Investor Services 2006 - 2008
RBC Dexia Investor Services 2001 - 2006
Brown Brothers Harriman 1999 - 2001
Investors Bank & Trust 1997 - 1999
Skills
Client Service, Customer Relations, Securities, Languages, Business Strategy, Economics, Sales Presentations, People Skills, Finance, Banking, Account Management, Cash Management, CRM, Capital Markets, Customer Service, Financial Services, Treasury Management, Relationship Management, Payments, Risk Management, Financial Markets, FX Options, Equities, Client Services
Education
Bryant University 1993 — 1997
Bachelor of Science in Business Administration, Finance and International Relations
RBC Investor & Treasury Services April 2008 - August 2014
RBC Dexia Investor Services 2006 - 2008
RBC Dexia Investor Services 2001 - 2006
Brown Brothers Harriman 1999 - 2001
Investors Bank & Trust 1997 - 1999
Skills
Client Service, Customer Relations, Securities, Languages, Business Strategy, Economics, Sales Presentations, People Skills, Finance, Banking, Account Management, Cash Management, CRM, Capital Markets, Customer Service, Financial Services, Treasury Management, Relationship Management, Payments, Risk Management, Financial Markets, FX Options, Equities, Client Services
Education
Bryant University 1993 — 1997
Bachelor of Science in Business Administration, Finance and International Relations
Ceil Schneider Randell Ceil Schneider Randell's Brown Brothers Harriman Experience 2002 - 2006
Job Shareholder/Estate Planning, Probate & Litigation Attorney at Ceil Schneider Randell, P.A.
Industry Law Practice
Experience
Ceil Schneider Randell, P.A. March 2010 - Present
Kaye Scholer LLP May 2006 - March 2010
Brown Brothers Harriman 2002 - 2006
SunTrust Bank 2000 - 2002
Juvenile Diabetes Research Foundation 1998 - 2000
Ceil Schneider, Attorney At Law 1989 - 1998
Corpina & Overzat 1986 - 1989
Furey & Furey 1984 - 1986
Skills
Trusts, Estate Planning, Wills, Retirement Planning, Tax, Succession Planning, Estate Law, Charities, Wealth Management, Insurance
Education
Brooklyn Law School 1981 — 1984
Juris Doctor
Stony Brook University 1978 — 1981
Bachelor of Science, Biology
Brandeis University 1977 — 1978
Sachem High School 1973 — 1977
Honors
Ceil Schneider Randell, P.A. March 2010 - Present
Kaye Scholer LLP May 2006 - March 2010
Brown Brothers Harriman 2002 - 2006
SunTrust Bank 2000 - 2002
Juvenile Diabetes Research Foundation 1998 - 2000
Ceil Schneider, Attorney At Law 1989 - 1998
Corpina & Overzat 1986 - 1989
Furey & Furey 1984 - 1986
Skills
Trusts, Estate Planning, Wills, Retirement Planning, Tax, Succession Planning, Estate Law, Charities, Wealth Management, Insurance
Education
Brooklyn Law School 1981 — 1984
Juris Doctor
Stony Brook University 1978 — 1981
Bachelor of Science, Biology
Brandeis University 1977 — 1978
Sachem High School 1973 — 1977
Honors
Cameron Galvani's Brown Brothers Harriman Experience July 2014 - November 2014
Job Client Service Representative at Brown Brothers Harriman
Industry Banking
Experience
Ken's Steak House 2010 - Present
Brown Brothers Harriman July 2014 - November 2014
Skills
Applied Mathematics, Calculus, Probability Theory, Financial Accounting, Financial Analysis, PowerPoint, Hospitality, Data Entry, Microsoft Excel, Customer Service, Public Speaking, Facebook, Microsoft Office, Microsoft Word, Restaurants, Social Media
Education
Bridgewater State College 2008 — 2013
Bachelor's degree, Mathematics and Actuarial Science
Medway High School 2004 — 2008
Ken's Steak House 2010 - Present
Brown Brothers Harriman July 2014 - November 2014
Skills
Applied Mathematics, Calculus, Probability Theory, Financial Accounting, Financial Analysis, PowerPoint, Hospitality, Data Entry, Microsoft Excel, Customer Service, Public Speaking, Facebook, Microsoft Office, Microsoft Word, Restaurants, Social Media
Education
Bridgewater State College 2008 — 2013
Bachelor's degree, Mathematics and Actuarial Science
Medway High School 2004 — 2008
Richard Curran Richard Curran's Brown Brothers Harriman Experience July 2012 - June 2013
Job ETFs WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management June 2013 - Present
Brown Brothers Harriman July 2012 - June 2013
MFS Investment Management April 2008 - July 2012
WisdomTree Asset Management June 2007 - April 2008
State Street Global Advisors July 2005 - June 2007
Investors Bank & Trust March 2002 - June 2005
Skills
Mutual Funds, Investments, Equities, ETFs, Alternative Investments, Financial Services, Series 63, Securities, Relationship Management, Investment Strategies, Bloomberg, Series 6, Asset Management, Asset Managment, Financial Markets, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
Brandeis University
Master of Science (MS), Finance
Saint Anselm College 1998 — 2001
BA, Business Administration
Northeastern University 1996 — 1998
Business Administration
Coyle & Cassidy 1992 — 1996
WisdomTree Asset Management June 2013 - Present
Brown Brothers Harriman July 2012 - June 2013
MFS Investment Management April 2008 - July 2012
WisdomTree Asset Management June 2007 - April 2008
State Street Global Advisors July 2005 - June 2007
Investors Bank & Trust March 2002 - June 2005
Skills
Mutual Funds, Investments, Equities, ETFs, Alternative Investments, Financial Services, Series 63, Securities, Relationship Management, Investment Strategies, Bloomberg, Series 6, Asset Management, Asset Managment, Financial Markets, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
Brandeis University
Master of Science (MS), Finance
Saint Anselm College 1998 — 2001
BA, Business Administration
Northeastern University 1996 — 1998
Business Administration
Coyle & Cassidy 1992 — 1996
Kevin O'Keeffe Kevin O'Keeffe's Brown Brothers Harriman Experience 1999 - 2000
Job Vice President, Market Access & Trade at Collegium Pharmaceutical, Inc.
Industry Biotechnology
Experience
Collegium Pharmaceutical, Inc. 2015 - Present
Cubist Pharmaceuticals 2014 - 2015
Charles River Associates 2010 - 2014
Health Advances 2009 - 2010
Hoffman Alvary 2000 - 2009
Brown Brothers Harriman 1999 - 2000
Skills
Due Diligence, Management Consulting, Medical Devices, Pharmaceutical Industry, Business Development, Licensing, Intellectual Property, Pricing, Financial Modeling, Commercialization, Competitive Analysis, Business Strategy, Mergers, Mergers & Acquisitions, Product Development, Marketing Strategy, Strategy, Strategic Planning
Education
Bowdoin College (BA), Georgetown University (MBA)
Bowdoin College 1995 — 1999
Bachelor of Arts (BA)
Georgetown University - The McDonough School of Business 2003 — 2005
Master of Business Administration (MBA)
Collegium Pharmaceutical, Inc. 2015 - Present
Cubist Pharmaceuticals 2014 - 2015
Charles River Associates 2010 - 2014
Health Advances 2009 - 2010
Hoffman Alvary 2000 - 2009
Brown Brothers Harriman 1999 - 2000
Skills
Due Diligence, Management Consulting, Medical Devices, Pharmaceutical Industry, Business Development, Licensing, Intellectual Property, Pricing, Financial Modeling, Commercialization, Competitive Analysis, Business Strategy, Mergers, Mergers & Acquisitions, Product Development, Marketing Strategy, Strategy, Strategic Planning
Education
Bowdoin College (BA), Georgetown University (MBA)
Bowdoin College 1995 — 1999
Bachelor of Arts (BA)
Georgetown University - The McDonough School of Business 2003 — 2005
Master of Business Administration (MBA)
Patricia Kong's Brown Brothers Harriman Experience 2003 - 2007
Job Directing Programs at Scrum.org
Industry Information Technology and Services
Experience
Scrum.org June 2014 - Present
Scrum.org November 2012 - June 2014
Jemm Media France (formerly ADSOVO) February 2011 - July 2012
WICE February 2010 - February 2011
Forrester Research August 2007 - February 2009
Brown Brothers Harriman 2003 - 2007
Skills
Online Advertising, Lead Generation, Analytics, Digital Marketing, Product Management, Marketing, Strategic Partnerships, Social Media, Product Development, Social Media Marketing, E-commerce, Entrepreneurship, CRM, Data Analysis, Scrum, Operations Management, Start-ups, Market Research, Competitive Analysis, Leadership
Education
Boston University - School of Management 1999 — 2003
Organizational Behavior Studies
Scrum.org June 2014 - Present
Scrum.org November 2012 - June 2014
Jemm Media France (formerly ADSOVO) February 2011 - July 2012
WICE February 2010 - February 2011
Forrester Research August 2007 - February 2009
Brown Brothers Harriman 2003 - 2007
Skills
Online Advertising, Lead Generation, Analytics, Digital Marketing, Product Management, Marketing, Strategic Partnerships, Social Media, Product Development, Social Media Marketing, E-commerce, Entrepreneurship, CRM, Data Analysis, Scrum, Operations Management, Start-ups, Market Research, Competitive Analysis, Leadership
Education
Boston University - School of Management 1999 — 2003
Organizational Behavior Studies
Benjamin Bedard Benjamin Bedard's Brown Brothers Harriman Experience March 2014 - Present
Job Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
State Street November 2012 - March 2014
State Street Bank and Trust August 2007 - November 2012
NRG Systems, Inc July 2004 - August 2007
The Junction Café September 2004 - May 2007
Skills
Microsoft Office, Operational Efficiency, IBM Content Manager, Bloomberg Terminal, Energy Efficiency, Behavioral Interviewing, Anti Money Laundering, Fixed Income, Financial Analysis, Equities, Financial Services
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Finance
University of Oslo 2006 — 2006
Intensive Elementary Norwegian, Norwegian History
Brown Brothers Harriman March 2014 - Present
State Street November 2012 - March 2014
State Street Bank and Trust August 2007 - November 2012
NRG Systems, Inc July 2004 - August 2007
The Junction Café September 2004 - May 2007
Skills
Microsoft Office, Operational Efficiency, IBM Content Manager, Bloomberg Terminal, Energy Efficiency, Behavioral Interviewing, Anti Money Laundering, Fixed Income, Financial Analysis, Equities, Financial Services
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Finance
University of Oslo 2006 — 2006
Intensive Elementary Norwegian, Norwegian History
Nicholas Mohr Nicholas Mohr's Brown Brothers Harriman Experience December 2014 - Present
Job Investment Management Business Systems Associate
Industry Banking
Experience
Brown Brothers Harriman December 2014 - Present
Sumitomo Trust and Banking May 2012 - December 2014
CME Group January 2009 - May 2012
Dow Jones Indexes December 2006 - March 2011
Skills
Business Analysis, Agile Project Management, Financial Modeling, Cross-functional Team..., Indexing, Product Design, Product Launch, SDLC, Project Management, Agile Methodologies, Fixed Income, Equities, Hedge Funds, CRM, Bloomberg, Financial Markets, Market Research, Bloomberg Terminal, ETFs, Derivatives, Equity Research, Financial Analysis, Management
Education
Bryant University 2004 — 2006
Bachelor of Science (BS), Finance
US Coast Guard Academy 2001 — 2004
Management Information Systems and Services
Brown Brothers Harriman December 2014 - Present
Sumitomo Trust and Banking May 2012 - December 2014
CME Group January 2009 - May 2012
Dow Jones Indexes December 2006 - March 2011
Skills
Business Analysis, Agile Project Management, Financial Modeling, Cross-functional Team..., Indexing, Product Design, Product Launch, SDLC, Project Management, Agile Methodologies, Fixed Income, Equities, Hedge Funds, CRM, Bloomberg, Financial Markets, Market Research, Bloomberg Terminal, ETFs, Derivatives, Equity Research, Financial Analysis, Management
Education
Bryant University 2004 — 2006
Bachelor of Science (BS), Finance
US Coast Guard Academy 2001 — 2004
Management Information Systems and Services
Rick Cleveland Rick Cleveland's Brown Brothers Harriman Experience October 1999 - October 2001
Job Client Solutions Lead for New England at Cushman & Wakefield, Inc.
Industry Real Estate
Experience
Cushman & Wakefield February 2015 - Present
Cushman & Wakefield January 2011 - February 2015
Cushman & Wakefield February 2007 - December 2010
Boston Capital May 2003 - January 2007
Brown Brothers Harriman October 1999 - October 2001
Skills
Real Estate Economics, Location Intelligence, Corporate Real Estate, Due Diligence, Real Estate Development, Commercial Real Estate, Disposition, Valuation, Market Research, Leases, Real Estate, Contract Negotiation, Real Estate Transactions, Strategic Planning, Asset Managment, Competitive Analysis, Strategic Partnerships
Education
Boston University Questrom School of Business
MBA, Business Strategy, Real Estate
Saint Lawrence University
Bachelor of Arts (BA)
Cushman & Wakefield February 2015 - Present
Cushman & Wakefield January 2011 - February 2015
Cushman & Wakefield February 2007 - December 2010
Boston Capital May 2003 - January 2007
Brown Brothers Harriman October 1999 - October 2001
Skills
Real Estate Economics, Location Intelligence, Corporate Real Estate, Due Diligence, Real Estate Development, Commercial Real Estate, Disposition, Valuation, Market Research, Leases, Real Estate, Contract Negotiation, Real Estate Transactions, Strategic Planning, Asset Managment, Competitive Analysis, Strategic Partnerships
Education
Boston University Questrom School of Business
MBA, Business Strategy, Real Estate
Saint Lawrence University
Bachelor of Arts (BA)
Cynthia Killion Cynthia Killion's Brown Brothers Harriman Experience August 2014 - Present
Job Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Morgan Stanley Private Wealth Management December 2013 - March 2014
Barclays Investment Bank May 2012 - October 2013
Bank of America April 2010 - October 2011
Bank of America April 2010 - August 2010
Merrill Lynch Trust Company March 1994 - September 2008
Ogden Corporation February 1984 - December 1989
E.F. Hutton, Inc January 1983 - February 1984
Skills
Securities, Corporate Governance, Asset Managment, Corporate Law, Series 7, Risk Management, Wealth Management, Trust Services, Corporate Finance, Financial Services, Mergers, Equities, Public Speaking, Investments, Financial Risk, Change Management, Mergers & Acquisitions, Management, Due Diligence, Asset Management
Education
Bowling Green State University
BA, Business Administration
Brown Brothers Harriman August 2014 - Present
Morgan Stanley Private Wealth Management December 2013 - March 2014
Barclays Investment Bank May 2012 - October 2013
Bank of America April 2010 - October 2011
Bank of America April 2010 - August 2010
Merrill Lynch Trust Company March 1994 - September 2008
Ogden Corporation February 1984 - December 1989
E.F. Hutton, Inc January 1983 - February 1984
Skills
Securities, Corporate Governance, Asset Managment, Corporate Law, Series 7, Risk Management, Wealth Management, Trust Services, Corporate Finance, Financial Services, Mergers, Equities, Public Speaking, Investments, Financial Risk, Change Management, Mergers & Acquisitions, Management, Due Diligence, Asset Management
Education
Bowling Green State University
BA, Business Administration
Lansing Crane Lansing Crane's Brown Brothers Harriman Experience 2010 - 2014
Job Independant Director, Family Business Advisor
Industry Management Consulting
Experience
SOG Specialty Knives & Tools 2011 - Present
Wells' Enterprises, Inc. March 2010 - Present
Canal Insurance Company 2008 - Present
Loyola University Chicago 2007 - Present
Austen Riggs Center 2001 - Present
Ginsey Home Solutions August 2012 - Present
Family Firm Institute 2011 - 2014
Brown Brothers Harriman 2010 - 2014
Crane & Co., Inc. 1995 - 2007
Crane & Kahn, Attorneys at Law 1990 - 1995
Skills
Strategic Planning, Public Speaking, Business Strategy, Risk Management, Entrepreneurship, Research, Coaching, Negotiation, Leadership Development, Change Management, Private Equity, Mergers & Acquisitions, Strategy, Leadership, Start-ups, Management Consulting, Executive Coaching
Education
Boston University School of Law 1967 — 1970
JD Cum Laude, Law
Yale University 1963 — 1967
BA
SOG Specialty Knives & Tools 2011 - Present
Wells' Enterprises, Inc. March 2010 - Present
Canal Insurance Company 2008 - Present
Loyola University Chicago 2007 - Present
Austen Riggs Center 2001 - Present
Ginsey Home Solutions August 2012 - Present
Family Firm Institute 2011 - 2014
Brown Brothers Harriman 2010 - 2014
Crane & Co., Inc. 1995 - 2007
Crane & Kahn, Attorneys at Law 1990 - 1995
Skills
Strategic Planning, Public Speaking, Business Strategy, Risk Management, Entrepreneurship, Research, Coaching, Negotiation, Leadership Development, Change Management, Private Equity, Mergers & Acquisitions, Strategy, Leadership, Start-ups, Management Consulting, Executive Coaching
Education
Boston University School of Law 1967 — 1970
JD Cum Laude, Law
Yale University 1963 — 1967
BA
Daniel Rosenplanter Daniel Rosenplanter's Brown Brothers Harriman Experience April 2011 - December 2011
Job Officer at State Street
Industry Financial Services
Experience
State Street December 2011 - Present
Brown Brothers Harriman April 2011 - December 2011
State Street August 2007 - April 2011
UnitedHealthcare November 2006 - August 2007
Fiserv June 2006 - August 2006
Hudson United Bank June 2003 - January 2006
Skills
Fund Accounting, Custody, ETFs, Process Improvement, Bloomberg, Fixed Income, Securities, Bloomberg Terminal, Corporate Actions, Settlement, Bonds, Finance, Financial Services, Mutual Funds, Fund Administration, Equities, Client Services
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Project Management
Bryant University 2002 — 2006
Bachelors of Science, Finance
Lyman Hall High School 1998 — 2002
State Street December 2011 - Present
Brown Brothers Harriman April 2011 - December 2011
State Street August 2007 - April 2011
UnitedHealthcare November 2006 - August 2007
Fiserv June 2006 - August 2006
Hudson United Bank June 2003 - January 2006
Skills
Fund Accounting, Custody, ETFs, Process Improvement, Bloomberg, Fixed Income, Securities, Bloomberg Terminal, Corporate Actions, Settlement, Bonds, Finance, Financial Services, Mutual Funds, Fund Administration, Equities, Client Services
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Project Management
Bryant University 2002 — 2006
Bachelors of Science, Finance
Lyman Hall High School 1998 — 2002
Joseph Botsch's Brown Brothers Harriman Experience July 2015 - Present
Job Business Analyst at BBH
Industry Computer Software
Experience
Brown Brothers Harriman July 2015 - Present
VDC Research August 2014 - December 2014
NASDAQ OMX June 2014 - August 2014
Brandeis University April 2013 - August 2014
Brandeis University Computer Science Department January 2013 - August 2014
Brandeis University May 2013 - July 2014
Bluetrain Mobile January 2014 - March 2014
Botsch Construction May 2009 - August 2012
Skills
CSS, HTML, Java, Social Media, JavaScript, Python, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Ruby on Rails, Matlab, Software Engineering, Organizational..., .NET, OS X, SQL, Risk Management, Photoshop, Graphic Design, Microsoft Office, Web Design, Machine Learning, Research, Windows, WordPress, Linux, C, PHP, C++, Databases, Ruby, Project Management, Eclipse, LaTeX, Git, XML, jQuery, Web Applications, Algorithms, C#, Software Development, Statistics, Technical Writing, Operating Systems, Scrum, Stata, Software Design, Artificial Intelligence, jQuery Mobile
Education
Brandeis University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Catholic Memorial High School 2007 — 2011
Brown Brothers Harriman July 2015 - Present
VDC Research August 2014 - December 2014
NASDAQ OMX June 2014 - August 2014
Brandeis University April 2013 - August 2014
Brandeis University Computer Science Department January 2013 - August 2014
Brandeis University May 2013 - July 2014
Bluetrain Mobile January 2014 - March 2014
Botsch Construction May 2009 - August 2012
Skills
CSS, HTML, Java, Social Media, JavaScript, Python, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Ruby on Rails, Matlab, Software Engineering, Organizational..., .NET, OS X, SQL, Risk Management, Photoshop, Graphic Design, Microsoft Office, Web Design, Machine Learning, Research, Windows, WordPress, Linux, C, PHP, C++, Databases, Ruby, Project Management, Eclipse, LaTeX, Git, XML, jQuery, Web Applications, Algorithms, C#, Software Development, Statistics, Technical Writing, Operating Systems, Scrum, Stata, Software Design, Artificial Intelligence, jQuery Mobile
Education
Brandeis University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Catholic Memorial High School 2007 — 2011
Adjatay Nyadjroh Adjatay Nyadjroh's Brown Brothers Harriman Experience October 2007 - August 2012
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management May 2014 - July 2015
FactSet Research Systems October 2012 - April 2014
Brown Brothers Harriman October 2007 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, English, Windows, Data Analysis, Fixed Income, Financial Modeling, Bloomberg, Portfolio Management, Equities, Asset Management, Investments
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Brown University 2003 — 2007
Business Economics and History, Economics
Phillips Academy 1999 — 2003
High School
Natixis Global Asset Management May 2014 - July 2015
FactSet Research Systems October 2012 - April 2014
Brown Brothers Harriman October 2007 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, English, Windows, Data Analysis, Fixed Income, Financial Modeling, Bloomberg, Portfolio Management, Equities, Asset Management, Investments
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Brown University 2003 — 2007
Business Economics and History, Economics
Phillips Academy 1999 — 2003
High School
Sarah Pinheiro Sarah Pinheiro's Brown Brothers Harriman Experience June 2014 - November 2014
Job Quality Assurance Coordinator at Lang Pharma Nutrition
Industry Investment Banking
Experience
Lang Pharma Nutrition November 2014 - Present
Brown Brothers Harriman June 2014 - November 2014
Spherion June 2013 - June 2014
Spherion March 2013 - June 2013
Michaels Arts and Crafts June 2007 - June 2013
Michaels Arts and Crafts June 2007 - June 2013
Skills
Teamwork, Communication Skills, Multitasking Skills, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Problem Solving, Marketing Management, Customer Service, Interviews, PowerPoint, Budgets, Sales Management, Advertising, Data Entry, Marketing
Education
Eastern Nazarene College 2011 — 2013
Bachelor of Arts (BA), Business Administration and Management, General
Bristol Community College 2008 — 2011
Associate's degree, Marketing/Marketing Management, General
Lang Pharma Nutrition November 2014 - Present
Brown Brothers Harriman June 2014 - November 2014
Spherion June 2013 - June 2014
Spherion March 2013 - June 2013
Michaels Arts and Crafts June 2007 - June 2013
Michaels Arts and Crafts June 2007 - June 2013
Skills
Teamwork, Communication Skills, Multitasking Skills, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Problem Solving, Marketing Management, Customer Service, Interviews, PowerPoint, Budgets, Sales Management, Advertising, Data Entry, Marketing
Education
Eastern Nazarene College 2011 — 2013
Bachelor of Arts (BA), Business Administration and Management, General
Bristol Community College 2008 — 2011
Associate's degree, Marketing/Marketing Management, General
Thomas Walczak Thomas Walczak's Brown Brothers Harriman Experience January 2011 - January 2014
Job Analyst at GMO
Industry Financial Services
Experience
GMO January 2014 - Present
Brown Brothers Harriman January 2011 - January 2014
Brown Brothers Harriman August 2008 - January 2011
Skills
Equities, Hedge Funds, Securities, Risk Management, Trading, Cash Management, Derivatives
Education
Boston University - School of Management 2010 — 2011
MSIM, Investment Management
University of Rhode Island - College of Business Administration 2004 — 2008
BSBA, Finance
GMO January 2014 - Present
Brown Brothers Harriman January 2011 - January 2014
Brown Brothers Harriman August 2008 - January 2011
Skills
Equities, Hedge Funds, Securities, Risk Management, Trading, Cash Management, Derivatives
Education
Boston University - School of Management 2010 — 2011
MSIM, Investment Management
University of Rhode Island - College of Business Administration 2004 — 2008
BSBA, Finance
Gabriella Gallo, AIF®'s Brown Brothers Harriman Experience January 2014 - Present
Job Senior Level Compliance Executive
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Wellington Management March 2013 - June 2013
Sentinel Benefits & Financial Group February 2011 - October 2012
Sentinel Benefits & Financial Group November 2010 - February 2011
State Street Bank (State Street Global Advisors) November 2007 - January 2009
AXA Equitable March 2001 - April 2007
Guardian Life Insurance Company (Park Avenue Securities, Inc.) February 2000 - February 2001
Morgan Stanley Investment Management October 1996 - February 2000
Oppenheimer & Co. July 1995 - October 1996
Van Eck Global August 1992 - July 1995
Skills
FINRA, Investments, Process Improvement, Leadership, Change Management, Management, Project Management, Series 63, Mutual Funds, Series 24, Securities, Team Building, Investment Advisory, AML, Asset Managment, Series 7, Series 65, Series 99, Risk Management, 401k, Financial Services
Education
Brandeis University 1986 — 1990
BA, Major: Political Science; Minor: Legal Studies
Brown Brothers Harriman January 2014 - Present
Wellington Management March 2013 - June 2013
Sentinel Benefits & Financial Group February 2011 - October 2012
Sentinel Benefits & Financial Group November 2010 - February 2011
State Street Bank (State Street Global Advisors) November 2007 - January 2009
AXA Equitable March 2001 - April 2007
Guardian Life Insurance Company (Park Avenue Securities, Inc.) February 2000 - February 2001
Morgan Stanley Investment Management October 1996 - February 2000
Oppenheimer & Co. July 1995 - October 1996
Van Eck Global August 1992 - July 1995
Skills
FINRA, Investments, Process Improvement, Leadership, Change Management, Management, Project Management, Series 63, Mutual Funds, Series 24, Securities, Team Building, Investment Advisory, AML, Asset Managment, Series 7, Series 65, Series 99, Risk Management, 401k, Financial Services
Education
Brandeis University 1986 — 1990
BA, Major: Political Science; Minor: Legal Studies
Kyle Karner Kyle Karner's Brown Brothers Harriman Experience December 2014 - Present
Job HR Analyst HRMIS at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman June 2014 - December 2014
Boston Scientific March 2013 - May 2014
Mapfre Commerce Insurance September 2012 - March 2013
GMAC RE June 2011 - August 2012
Harleysville Insurance 2009 - 2011
Hicks Insurance Group 2007 - 2009
Skills
Human Resources, Databases, Analysis, Workday, Microsoft Excel, Ad Hoc Reporting, Business Analysis, Accounting, Forecasting, Insurance, Microsoft Office, Customer Service, Microsoft Word, Marketing, PowerPoint, Access, Financial Analysis, Data Mining, Time Management, Treasury, Cash Flow, Cash-flow Management, Excel, Hyperion HFM, Strategic Planning, Financial Reporting, Accurate Data Entry, Eye for Details, Problem Solving, Customer Relations, SAP, QuickBooks, PeopleSoft
Education
Bryant University 2007 — 2011
Bachelor Of Science in International Business, Concentration in Finance, Minor in Spanish., International Business
Universidad de Sevilla 2009 — 2009
Fall Semester, Study Abroad Program
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman June 2014 - December 2014
Boston Scientific March 2013 - May 2014
Mapfre Commerce Insurance September 2012 - March 2013
GMAC RE June 2011 - August 2012
Harleysville Insurance 2009 - 2011
Hicks Insurance Group 2007 - 2009
Skills
Human Resources, Databases, Analysis, Workday, Microsoft Excel, Ad Hoc Reporting, Business Analysis, Accounting, Forecasting, Insurance, Microsoft Office, Customer Service, Microsoft Word, Marketing, PowerPoint, Access, Financial Analysis, Data Mining, Time Management, Treasury, Cash Flow, Cash-flow Management, Excel, Hyperion HFM, Strategic Planning, Financial Reporting, Accurate Data Entry, Eye for Details, Problem Solving, Customer Relations, SAP, QuickBooks, PeopleSoft
Education
Bryant University 2007 — 2011
Bachelor Of Science in International Business, Concentration in Finance, Minor in Spanish., International Business
Universidad de Sevilla 2009 — 2009
Fall Semester, Study Abroad Program
Millie Rochon-Skinner's Brown Brothers Harriman Experience 1993 - 1995
Job Event Stylist & Assistant to the Event Producer
Industry Design
Experience
PBD Events Design, select create, and install styling and floral arrangements for large corporate, social, and not-for-profit events.Universal Sales ConsultantJordan's FurnitureNovember 2012 - October 2013
Medway High School September 2008 - June 2011
Braintree High School September 1997 - June 2007
Brown Brothers Harriman 1993 - 1995
Skills
Communication Skills, Sales, Instruction, Writing, Secondary Education, American History, European History, International Relations, Psychology, World History, Window Treatments, New Business Development, Sales Management, Social Sciences
Education
Boston University 1988 — 1990
M.A. International Relations and Communications, Political Science and Government, cum laude
Bridgewater State College 1995 — 1996
Certificate Course in Education, Social Studies grades 9-12, 3.89 GPA
Bridgewater State College 1981 — 1985
B.A. Political Science, concentration in Public Administration, Minor in History, cum laude
PBD Events Design, select create, and install styling and floral arrangements for large corporate, social, and not-for-profit events.Universal Sales ConsultantJordan's FurnitureNovember 2012 - October 2013
Medway High School September 2008 - June 2011
Braintree High School September 1997 - June 2007
Brown Brothers Harriman 1993 - 1995
Skills
Communication Skills, Sales, Instruction, Writing, Secondary Education, American History, European History, International Relations, Psychology, World History, Window Treatments, New Business Development, Sales Management, Social Sciences
Education
Boston University 1988 — 1990
M.A. International Relations and Communications, Political Science and Government, cum laude
Bridgewater State College 1995 — 1996
Certificate Course in Education, Social Studies grades 9-12, 3.89 GPA
Bridgewater State College 1981 — 1985
B.A. Political Science, concentration in Public Administration, Minor in History, cum laude
Amy Desel Amy Desel's Brown Brothers Harriman Experience 1992 - 1996
Job Vice President of Sales, Al Filippone Associates, William Raveis, Residential Real Estate
Industry Real Estate
Experience
Al Filippone Associates July 2012 - Present
Carlisle & Company 1998 - 2000
Hollister, Inc 1996 - 1998
Joan Campbell & Associates 1994 - 1996
Brown Brothers Harriman 1992 - 1996
Skills
Real Estate, Customer Satisfaction, Fairfield County, Greenfield Hill, Customer Service, Relocation, Corporate Relocation, First Time Home Buyers, Move Up Buyers, Assisting First Time..., Sellers, First Time Home Sellers, Seller Representation, Residential Mortgages, Residential Homes, Single Family Homes, Buyers, Real Estate Transactions, Relocation Buyers, Selling, Luxury, Buyer Representation, Home Staging, First Time Sellers, Short Sales, Investors, Vacation Homes, Referrals, Real Property, Sales, Marketing, Management
Education
Brown University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Northfield Mount Hermon School 1982 — 1984
Al Filippone Associates July 2012 - Present
Carlisle & Company 1998 - 2000
Hollister, Inc 1996 - 1998
Joan Campbell & Associates 1994 - 1996
Brown Brothers Harriman 1992 - 1996
Skills
Real Estate, Customer Satisfaction, Fairfield County, Greenfield Hill, Customer Service, Relocation, Corporate Relocation, First Time Home Buyers, Move Up Buyers, Assisting First Time..., Sellers, First Time Home Sellers, Seller Representation, Residential Mortgages, Residential Homes, Single Family Homes, Buyers, Real Estate Transactions, Relocation Buyers, Selling, Luxury, Buyer Representation, Home Staging, First Time Sellers, Short Sales, Investors, Vacation Homes, Referrals, Real Property, Sales, Marketing, Management
Education
Brown University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Northfield Mount Hermon School 1982 — 1984
Vincent Costa Jr.'s Brown Brothers Harriman Experience April 2015 - Present
Job 14 years Investor Services experience delivering outstanding results to high profile clients around the world
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman January 2010 - April 2015
Brown Brothers Harriman November 2006 - January 2010
State Street August 2004 - November 2006
State Street July 2003 - August 2004
State Street May 2001 - July 2003
Skills
Leadership and Training, Microsoft Office, Lotus Notes, Mobile Applications, Public Speaking, Strategic Public..., Advertising, Integrated Marketing..., Outstanding Client..., Employee Coaching and..., Crisis Communication, Business Writing, AP (Associated Press)..., Financial Services, Bloomberg, Leadership, Client Services, Training, Asset Management, Management
Education
Suffolk University 2003 — 2006
Master of Arts, Public Relations and Advertising
Bridgewater State College 1996 — 2001
Bachelor of Science
Cardinal Spellman High School 1992 — 1996
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman January 2010 - April 2015
Brown Brothers Harriman November 2006 - January 2010
State Street August 2004 - November 2006
State Street July 2003 - August 2004
State Street May 2001 - July 2003
Skills
Leadership and Training, Microsoft Office, Lotus Notes, Mobile Applications, Public Speaking, Strategic Public..., Advertising, Integrated Marketing..., Outstanding Client..., Employee Coaching and..., Crisis Communication, Business Writing, AP (Associated Press)..., Financial Services, Bloomberg, Leadership, Client Services, Training, Asset Management, Management
Education
Suffolk University 2003 — 2006
Master of Arts, Public Relations and Advertising
Bridgewater State College 1996 — 2001
Bachelor of Science
Cardinal Spellman High School 1992 — 1996
Alyssa Robidoux Alyssa Robidoux's Brown Brothers Harriman Experience November 2014 - Present
Job Human Resources Senior Administrator for HRDirect Client Experience
Industry Human Resources
Experience
Brown Brothers Harriman November 2014 - Present
Brown Brothers Harriman July 2013 - November 2014
Brown Brothers Harriman June 2011 - July 2013
Bryant University September 2007 - April 2011
The Hanover Insurance Group June 2010 - August 2010
Skills
Leadership, Entrepreneurship, PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Time Management, Training, Teamwork, Research, Event Planning, Problem Solving, Project Management, Social Networking, Accounting, Process Improvement
Education
Bryant University 2007 — 2011
Bachelor of Science, Business Administration - Marketing Concentration, Management and Psychology Minors
Natick High School 2003 — 2007
Brown Brothers Harriman November 2014 - Present
Brown Brothers Harriman July 2013 - November 2014
Brown Brothers Harriman June 2011 - July 2013
Bryant University September 2007 - April 2011
The Hanover Insurance Group June 2010 - August 2010
Skills
Leadership, Entrepreneurship, PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Time Management, Training, Teamwork, Research, Event Planning, Problem Solving, Project Management, Social Networking, Accounting, Process Improvement
Education
Bryant University 2007 — 2011
Bachelor of Science, Business Administration - Marketing Concentration, Management and Psychology Minors
Natick High School 2003 — 2007
Liza Connelly Liza Connelly's Brown Brothers Harriman Experience August 1992 - August 2004
Job Vice President at Boston Private Bank & Trust Company
Industry Investment Management
Experience
Boston Private October 2014 - Present
Atlantic Trust Company September 2013 - September 2014
Rackemann, Sawyer & Brewster July 2010 - September 2013
Deutsch Williams November 2007 - April 2010
Law Office of Robert G. Wilson May 2006 - August 2006
Arendt & Medernach June 2005 - August 2005
Brown Brothers Harriman August 1992 - August 2004
Skills
Estate Planning, High Net Worth..., Trusts, Financial Services, Wills
Education
Boston University School of Law 2008 — 2010
LL.M., Tax
Suffolk University Law School 2004 — 2007
JD, Law
Miami University 1985 — 1989
B.A., English Literature / Minor in Medieval Studies
University School Milwaukee 1982 — 1985
Boston Private October 2014 - Present
Atlantic Trust Company September 2013 - September 2014
Rackemann, Sawyer & Brewster July 2010 - September 2013
Deutsch Williams November 2007 - April 2010
Law Office of Robert G. Wilson May 2006 - August 2006
Arendt & Medernach June 2005 - August 2005
Brown Brothers Harriman August 1992 - August 2004
Skills
Estate Planning, High Net Worth..., Trusts, Financial Services, Wills
Education
Boston University School of Law 2008 — 2010
LL.M., Tax
Suffolk University Law School 2004 — 2007
JD, Law
Miami University 1985 — 1989
B.A., English Literature / Minor in Medieval Studies
University School Milwaukee 1982 — 1985
Andy Greenberg Andy Greenberg's Brown Brothers Harriman Experience 1995 - 2001
Job Managing Director at Fairmount Partners
Industry Investment Banking
Experience
Fairmount Partners July 2006 - Present
GF Data Resources March 2006 - Present
Commerce Capital Markets 2002 - 2005
Brown Brothers Harriman 1995 - 2001
Commonwealth of Pennsylvania 1987 - 1994
Drinker Biddle & Reath LLP 1985 - 1987
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, LBO, Finance, Business Strategy, Corporate Development, Investments, Banking, Strategy, Mergers, Capital, Business Valuation, M&A experience, Portfolio Management, Corporate Finance, Venture Capital, Private Placements, Divestitures, Management, Financial Modeling, Financial Advisory, Financial Analysis, Due Diligence, Alternative Investments, Capital Raising, Strategic Planning
Education
Harvard Law School 1982 — 1985
J.D.
Brown University 1978 — 1982
A.B.
Fairmount Partners July 2006 - Present
GF Data Resources March 2006 - Present
Commerce Capital Markets 2002 - 2005
Brown Brothers Harriman 1995 - 2001
Commonwealth of Pennsylvania 1987 - 1994
Drinker Biddle & Reath LLP 1985 - 1987
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, LBO, Finance, Business Strategy, Corporate Development, Investments, Banking, Strategy, Mergers, Capital, Business Valuation, M&A experience, Portfolio Management, Corporate Finance, Venture Capital, Private Placements, Divestitures, Management, Financial Modeling, Financial Advisory, Financial Analysis, Due Diligence, Alternative Investments, Capital Raising, Strategic Planning
Education
Harvard Law School 1982 — 1985
J.D.
Brown University 1978 — 1982
A.B.
Alex Bissias Alex Bissias's Brown Brothers Harriman Experience January 2014 - Present
Job Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman March 2010 - January 2014
Brown Brothers Harriman December 2007 - March 2010
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Securities, Fund Accounting, Corporate Actions, Bloomberg Terminal, Asset Allocation, Bonds, Financial Services, Derivatives, Microsoft Excel, Accounting, Financial Analysis, Hedge Funds
Education
Bryant University 2003 — 2007
BS BA, Finance
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman March 2010 - January 2014
Brown Brothers Harriman December 2007 - March 2010
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Securities, Fund Accounting, Corporate Actions, Bloomberg Terminal, Asset Allocation, Bonds, Financial Services, Derivatives, Microsoft Excel, Accounting, Financial Analysis, Hedge Funds
Education
Bryant University 2003 — 2007
BS BA, Finance
Kening Tan's Brown Brothers Harriman Experience June 2011 - August 2011
Job Senior Associate at Deloitte Transactions and Business Analytics
Industry Financial Services
Experience
Deloitte September 2012 - Present
Brown University Club of Boston September 2012 - Present
95.5 WBRU 2010 - 2012
Brown Brothers Harriman June 2011 - August 2011
Grameen Bank July 2010 - August 2010
China Minsheng Banking Group June 2010 - July 2010
Skills
Data Analysis, Stata, Research, Spanish, Market Research, Public Speaking, Equity Research, Financial Modeling, Microsoft Excel, Economics, Microsoft Office, Financial Analysis, PowerPoint, Social Media, Strategy, Editing, Marketing, Microsoft Word, Analysis, Corporate Finance, Event Planning, Business Strategy, Valuation, Finance, Sustainability
Education
Brown University 2008 — 2012
BA, Economics, Environmental Studies
Universidad de Salamanca 2011 — 2011
Linguistics, Business
Nanjing Jinling High School 2005 — 2008
High School
Deloitte September 2012 - Present
Brown University Club of Boston September 2012 - Present
95.5 WBRU 2010 - 2012
Brown Brothers Harriman June 2011 - August 2011
Grameen Bank July 2010 - August 2010
China Minsheng Banking Group June 2010 - July 2010
Skills
Data Analysis, Stata, Research, Spanish, Market Research, Public Speaking, Equity Research, Financial Modeling, Microsoft Excel, Economics, Microsoft Office, Financial Analysis, PowerPoint, Social Media, Strategy, Editing, Marketing, Microsoft Word, Analysis, Corporate Finance, Event Planning, Business Strategy, Valuation, Finance, Sustainability
Education
Brown University 2008 — 2012
BA, Economics, Environmental Studies
Universidad de Salamanca 2011 — 2011
Linguistics, Business
Nanjing Jinling High School 2005 — 2008
High School
Ricky Philatre Ricky Philatre's Brown Brothers Harriman Experience February 2011 - October 2012
Job Senior Financial Analyst at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group January 2015 - Present
Elsevier April 2014 - January 2015
Elsevier October 2012 - April 2014
Brown Brothers Harriman February 2011 - October 2012
BNY Mellon January 2011 - February 2011
JP Morgan Chase August 2010 - December 2010
Skills
Hyperion HFM, Smartview, Oracle R12 Financials, Oracle E-Business Suite, Cognos Upfront, Oracle BIEE, Business Objects, Hyperion Enterprise, Financial Modeling, Financial Analysis, Microsoft Office, MS Excel Pivot Tables, Data Analysis, Financial Accounting, Fund Accounting
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 2006 — 2010
Bachelor of Science, Business and Management
The Boston Consulting Group January 2015 - Present
Elsevier April 2014 - January 2015
Elsevier October 2012 - April 2014
Brown Brothers Harriman February 2011 - October 2012
BNY Mellon January 2011 - February 2011
JP Morgan Chase August 2010 - December 2010
Skills
Hyperion HFM, Smartview, Oracle R12 Financials, Oracle E-Business Suite, Cognos Upfront, Oracle BIEE, Business Objects, Hyperion Enterprise, Financial Modeling, Financial Analysis, Microsoft Office, MS Excel Pivot Tables, Data Analysis, Financial Accounting, Fund Accounting
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 2006 — 2010
Bachelor of Science, Business and Management
Stephanie E. Lyons's Brown Brothers Harriman Experience June 2011 - February 2012
Job Credit Research Analyst
Industry Financial Services
Experience
Manulife Asset Management July 2014 - Present
FamilyAid Boston July 2014 - Present
John Hancock Financial Services January 2014 - June 2014
Manulife Asset Management July 2013 - January 2014
Manulife Asset Management January 2013 - July 2013
Manulife Asset Management July 2012 - December 2012
Boston University School of Management February 2011 - May 2012
Boston University School of Management September 2010 - May 2012
Brown Brothers Harriman June 2011 - February 2012
Cantella June 2010 - August 2010
Skills
Investments, Financial Modeling, Equities, Equity Research, Fixed Income Analysis, Market Research, Finance, Financial Statement..., Bloomberg, Factset, Access, Business Analysis, Morningstar Direct, eVestment, Salesforce.com, Capital IQ, Bloomberg Terminal, Valuation, Microsoft Excel
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance
The Governor's Academy 2004 — 2008
Manulife Asset Management July 2014 - Present
FamilyAid Boston July 2014 - Present
John Hancock Financial Services January 2014 - June 2014
Manulife Asset Management July 2013 - January 2014
Manulife Asset Management January 2013 - July 2013
Manulife Asset Management July 2012 - December 2012
Boston University School of Management February 2011 - May 2012
Boston University School of Management September 2010 - May 2012
Brown Brothers Harriman June 2011 - February 2012
Cantella June 2010 - August 2010
Skills
Investments, Financial Modeling, Equities, Equity Research, Fixed Income Analysis, Market Research, Finance, Financial Statement..., Bloomberg, Factset, Access, Business Analysis, Morningstar Direct, eVestment, Salesforce.com, Capital IQ, Bloomberg Terminal, Valuation, Microsoft Excel
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance
The Governor's Academy 2004 — 2008
Russell Baxter Russell Baxter's Brown Brothers Harriman Experience March 2000 - January 2003
Job Senior Instructional Designer
Industry E-Learning
Experience
Saudi Aramco September 2013 - September 2015
O.C. Tanner March 2010 - September 2013
PolicyTech November 2007 - March 2010
Independent Instructional Designer January 2003 - November 2007
Brown Brothers Harriman March 2000 - January 2003
Stop & Shop January 1999 - March 2000
Boeing February 1998 - November 1998
American Stores November 1996 - February 1998
Education
Utah State University 1993 — 1996
Master of Science (M.S.), Instructional Technology
Utah State University 1992 — 1995
Bachelor's degree, Human Development and Family Studies, General
Ricks College 1988 — 1993
Associate's degree, Music
Saudi Aramco September 2013 - September 2015
O.C. Tanner March 2010 - September 2013
PolicyTech November 2007 - March 2010
Independent Instructional Designer January 2003 - November 2007
Brown Brothers Harriman March 2000 - January 2003
Stop & Shop January 1999 - March 2000
Boeing February 1998 - November 1998
American Stores November 1996 - February 1998
Education
Utah State University 1993 — 1996
Master of Science (M.S.), Instructional Technology
Utah State University 1992 — 1995
Bachelor's degree, Human Development and Family Studies, General
Ricks College 1988 — 1993
Associate's degree, Music
Jessica Simpson's Brown Brothers Harriman Experience March 2013 - August 2013
Job Client Development Representative at Seismic Software
Industry Computer Software
Experience
Seismic Software March 2015 - Present
Putnam Investments August 2013 - March 2015
Brown Brothers Harriman March 2013 - August 2013
Brown Brothers Harriman September 2011 - March 2013
California First Leasing Corporation September 2010 - May 2011
Skills
Salesforce.com, Reporting & Analysis, Microsoft Office, Financial Services, Finance, Account Reconciliation, Microsoft Excel, Derivatives, Fund Accounting, Teamwork, Bloomberg Terminal, Swaps, VRS, Client Services, Fixed Income, Investments, Management, Public Relations, Event Planning, Marketing, Social Media, Financial Analysis, CRM, Equities, Sales, Analysis, Payroll, Recruiting, Portfolio Management, Mutual Funds
Education
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
King Philip
Seismic Software March 2015 - Present
Putnam Investments August 2013 - March 2015
Brown Brothers Harriman March 2013 - August 2013
Brown Brothers Harriman September 2011 - March 2013
California First Leasing Corporation September 2010 - May 2011
Skills
Salesforce.com, Reporting & Analysis, Microsoft Office, Financial Services, Finance, Account Reconciliation, Microsoft Excel, Derivatives, Fund Accounting, Teamwork, Bloomberg Terminal, Swaps, VRS, Client Services, Fixed Income, Investments, Management, Public Relations, Event Planning, Marketing, Social Media, Financial Analysis, CRM, Equities, Sales, Analysis, Payroll, Recruiting, Portfolio Management, Mutual Funds
Education
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
King Philip
Shashank Juvekar - MBA, CPA Shashank Juvekar - MBA, CPA's Brown Brothers Harriman Experience September 2012 - May 2013
Job Portfolio Manager at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group, Inc. July 2015 - Present
RBS Citizens May 2013 - July 2015
Brown Brothers Harriman September 2012 - May 2013
Deloitte & Touche LLP June 2011 - 2012
DIAMOND RESORTS INTERNATIONAL (DRI) June 2010 - August 2010
GLOBAL ATLANTIC PARTNERS, LLC August 2009 - February 2010
ENM CHARTERED ACCOUNTANTS 2006 - June 2007
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Due Diligence, Finance, Internal Controls, Accounting, US GAAP, Financial Statements, Hedge Funds, Valuation, Bloomberg, Risk Management, Budgets, Management, Investments, Equities, Mutual Funds
Education
Brandeis University, Lemberg - International Business School 2009 — 2011
MBA in International Finance, (International Investments/Corporate Finance)
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS, USA
Certified Public Accountant
The Institute of Chartered Accountants of India
University of Mumbai
Bachelors & Masters Part 1, Accounting
University of Mumbai
Citizens Financial Group, Inc. July 2015 - Present
RBS Citizens May 2013 - July 2015
Brown Brothers Harriman September 2012 - May 2013
Deloitte & Touche LLP June 2011 - 2012
DIAMOND RESORTS INTERNATIONAL (DRI) June 2010 - August 2010
GLOBAL ATLANTIC PARTNERS, LLC August 2009 - February 2010
ENM CHARTERED ACCOUNTANTS 2006 - June 2007
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Due Diligence, Finance, Internal Controls, Accounting, US GAAP, Financial Statements, Hedge Funds, Valuation, Bloomberg, Risk Management, Budgets, Management, Investments, Equities, Mutual Funds
Education
Brandeis University, Lemberg - International Business School 2009 — 2011
MBA in International Finance, (International Investments/Corporate Finance)
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS, USA
Certified Public Accountant
The Institute of Chartered Accountants of India
University of Mumbai
Bachelors & Masters Part 1, Accounting
University of Mumbai
Glenn A. Schroder's Brown Brothers Harriman Experience 1987 - 1989
Job Director of Software Engineering at Public Consulting Group
Industry Computer Software
Experience
Public Consulting Group June 2014 - Present
Public Consulting Group August 2012 - Present
TMS August 2011 - August 2012
Natural Standard January 2010 - July 2011
Hachette Book Group April 2008 - December 2009
University of Rhode Island, College of the Environment and Life Sciences August 2003 - April 2008
eCentricSites, Inc. January 1999 - June 2003
IBM - Early Cloud Division 1992 - 1994
State Street Bank 1989 - 1992
Brown Brothers Harriman 1987 - 1989
Skills
JavaScript, HTML, Project Management, XML, Content Management, SEO, Web Development, Architecture, CSS, CMS, Software Development, SQL, jQuery, C#, .NET, SOAP, Telerik, ASP.NET MVC, Databases, ASP.NET, Microsoft SQL Server, Scrum, AJAX, Web Applications, Requirements Analysis, Visual Studio, SDLC, Visual Basic, User Experience, WCF, Information Architecture, Agile Methodologies, Architectures
Education
BHS
Bryant University
Bachelor of Science, CIS / Business
Public Consulting Group June 2014 - Present
Public Consulting Group August 2012 - Present
TMS August 2011 - August 2012
Natural Standard January 2010 - July 2011
Hachette Book Group April 2008 - December 2009
University of Rhode Island, College of the Environment and Life Sciences August 2003 - April 2008
eCentricSites, Inc. January 1999 - June 2003
IBM - Early Cloud Division 1992 - 1994
State Street Bank 1989 - 1992
Brown Brothers Harriman 1987 - 1989
Skills
JavaScript, HTML, Project Management, XML, Content Management, SEO, Web Development, Architecture, CSS, CMS, Software Development, SQL, jQuery, C#, .NET, SOAP, Telerik, ASP.NET MVC, Databases, ASP.NET, Microsoft SQL Server, Scrum, AJAX, Web Applications, Requirements Analysis, Visual Studio, SDLC, Visual Basic, User Experience, WCF, Information Architecture, Agile Methodologies, Architectures
Education
BHS
Bryant University
Bachelor of Science, CIS / Business
Patrick Hendrickson's Brown Brothers Harriman Experience March 2015 - Present
Job Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
East Coast Asset Management May 2014 - September 2014
Skills
Microsoft Excel, PowerPoint, Teamwork, Time Management, Microsoft Word, Customer Service, Leadership, Market Research, Economics, Microsoft Office, Management
Education
Bryant University 2011 — 2015
Bachelor of Science, Business Administration, GPA = 3.50
Hamilton-Wenham Regional High School 2007 — 2011
College/University Preparatory Diploma Program, GPA = 3.87
Brown Brothers Harriman March 2015 - Present
East Coast Asset Management May 2014 - September 2014
Skills
Microsoft Excel, PowerPoint, Teamwork, Time Management, Microsoft Word, Customer Service, Leadership, Market Research, Economics, Microsoft Office, Management
Education
Bryant University 2011 — 2015
Bachelor of Science, Business Administration, GPA = 3.50
Hamilton-Wenham Regional High School 2007 — 2011
College/University Preparatory Diploma Program, GPA = 3.87
Francesca Long Francesca Long's Brown Brothers Harriman Experience March 1999 - November 2002
Job Student in the Web Development Immersive Program at General Assembly
Industry Computer Software
Experience
General Assembly September 2015 - Present
CREDO Mobile March 2008 - August 2015
CREDO Mobile March 2004 - March 2008
AtKisson, Inc. – Sustainable development consulting group November 2002 - January 2007
Brown Brothers Harriman March 1999 - November 2002
FINCA International May 2001 - August 2001
Project Vote Smart January 1997 - March 1999
Project Vote Smart June 1995 - January 1997
Skills
Financial Reporting, Microsoft Office, Strategic Planning, Telecommunications, Research, Sustainable Development, Microlending, Economic Justice, Gender relations, Financial Analysis, Financial Modeling, Sustainability..., Sustainability, SQL, Crystal Reports, Political Research, Social Media, Project Management, Public Speaking, Analysis, Politics, Program Management
Education
American University, School of International Service
Master's degree, International Development - Gender and Economic Relations
Brandeis University
Bachelor's degree, Politics; Economics; International Studies
The University of Freiburg
Junior Year Abroad, Politics, Economics, International Relations
General Assembly September 2015 - Present
CREDO Mobile March 2008 - August 2015
CREDO Mobile March 2004 - March 2008
AtKisson, Inc. – Sustainable development consulting group November 2002 - January 2007
Brown Brothers Harriman March 1999 - November 2002
FINCA International May 2001 - August 2001
Project Vote Smart January 1997 - March 1999
Project Vote Smart June 1995 - January 1997
Skills
Financial Reporting, Microsoft Office, Strategic Planning, Telecommunications, Research, Sustainable Development, Microlending, Economic Justice, Gender relations, Financial Analysis, Financial Modeling, Sustainability..., Sustainability, SQL, Crystal Reports, Political Research, Social Media, Project Management, Public Speaking, Analysis, Politics, Program Management
Education
American University, School of International Service
Master's degree, International Development - Gender and Economic Relations
Brandeis University
Bachelor's degree, Politics; Economics; International Studies
The University of Freiburg
Junior Year Abroad, Politics, Economics, International Relations
Anne Warren Anne Warren's Brown Brothers Harriman Experience August 2014 - Present
Job Vice President/Wealth Planner at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman August 2014 - Present
Loring, Wolcott & Coolidge November 2013 - June 2014
Choate, Hall & Stewart October 2007 - November 2013
Skills
Estate Planning, Wealth Preservation...
Education
Boston University School of Law
Bowdoin College
Deerfield Academy
Brown Brothers Harriman August 2014 - Present
Loring, Wolcott & Coolidge November 2013 - June 2014
Choate, Hall & Stewart October 2007 - November 2013
Skills
Estate Planning, Wealth Preservation...
Education
Boston University School of Law
Bowdoin College
Deerfield Academy
Paul McAndrews's Brown Brothers Harriman Experience December 1993 - December 2003
Job Management Consultant at Man Numeric
Industry Investment Management
Experience
Man Numeric April 2015 - Present
Melrose Global Solutions LLC February 2013 - Present
State Street June 2011 - January 2013
State Street July 2007 - June 2011
Investors Bank & Trust January 2004 - July 2007
Brown Brothers Harriman December 1993 - December 2003
Skills
Mutual Funds, Relationship Management, Financial Services, Securities, Equities, Alternative Investments, Asia Business..., Corporate Actions, Derivatives, Global Custody, Hedge Funds, Strategy, Investments, Fund Accounting, Business Development, Risk Management, Leadership, Client Services, Asset Allocation, Competitive Analysis, Fund Administration, Private Equity, Capital Markets, Wealth Management, Sales, Global Business...
Education
Bridgewater State University 1990 — 1993
Bachelor of Science, Marketing
Oliver Ames High School
Man Numeric April 2015 - Present
Melrose Global Solutions LLC February 2013 - Present
State Street June 2011 - January 2013
State Street July 2007 - June 2011
Investors Bank & Trust January 2004 - July 2007
Brown Brothers Harriman December 1993 - December 2003
Skills
Mutual Funds, Relationship Management, Financial Services, Securities, Equities, Alternative Investments, Asia Business..., Corporate Actions, Derivatives, Global Custody, Hedge Funds, Strategy, Investments, Fund Accounting, Business Development, Risk Management, Leadership, Client Services, Asset Allocation, Competitive Analysis, Fund Administration, Private Equity, Capital Markets, Wealth Management, Sales, Global Business...
Education
Bridgewater State University 1990 — 1993
Bachelor of Science, Marketing
Oliver Ames High School
Katelyn Bushey (Lopresti) Katelyn Bushey (Lopresti)'s Brown Brothers Harriman Experience 2005 - 2007
Job Director, University Sales at Zipcar
Industry Consumer Services
Experience
Zipcar January 2015 - Present
Zipcar July 2013 - January 2015
Zipcar 2011 - 2013
A2B Tracking Solutions March 2010 - September 2011
CleanBrands LLC 2007 - 2009
Brown Brothers Harriman 2005 - 2007
Skills
International Marketing, Marketing Strategy, Market Research, Product Marketing, Strategic Partnerships, Brand Awareness, Online Marketing, Strategic Planning, Brand Development, Sales Management, Business Development, Marketing Management, Integrated Marketing, Event Management, Market Planning, B2B, Lead Generation, Strategy, Brand Management, CRM
Education
Bryant University
Business Administration
Zipcar January 2015 - Present
Zipcar July 2013 - January 2015
Zipcar 2011 - 2013
A2B Tracking Solutions March 2010 - September 2011
CleanBrands LLC 2007 - 2009
Brown Brothers Harriman 2005 - 2007
Skills
International Marketing, Marketing Strategy, Market Research, Product Marketing, Strategic Partnerships, Brand Awareness, Online Marketing, Strategic Planning, Brand Development, Sales Management, Business Development, Marketing Management, Integrated Marketing, Event Management, Market Planning, B2B, Lead Generation, Strategy, Brand Management, CRM
Education
Bryant University
Business Administration
Eugenia Drobitskaya's Brown Brothers Harriman Experience November 2012 - Present
Job Senior Trust Administrator at Brown Brothers Harriman Trust Company, N. A.
Industry Banking
Experience
Brown Brothers Harriman November 2012 - Present
Pedowitz & Meister LLP May 2012 - November 2012
New York City Bar September 2011 - June 2012
Juliet P. Kalib, Esq. June 2010 - August 2010
Latham & Watkins June 2007 - August 2008
Artemis Records September 2005 - January 2006
Skills
Legal Research, Westlaw, Legal Writing, Civil Litigation, Appeals, Commercial Litigation, Legal Assistance, Trusts
Education
Boston University School of Law 2008 — 2011
J.D.
Brooklyn College 2004 — 2007
B.F.A., Creative Writing
Brown Brothers Harriman November 2012 - Present
Pedowitz & Meister LLP May 2012 - November 2012
New York City Bar September 2011 - June 2012
Juliet P. Kalib, Esq. June 2010 - August 2010
Latham & Watkins June 2007 - August 2008
Artemis Records September 2005 - January 2006
Skills
Legal Research, Westlaw, Legal Writing, Civil Litigation, Appeals, Commercial Litigation, Legal Assistance, Trusts
Education
Boston University School of Law 2008 — 2011
J.D.
Brooklyn College 2004 — 2007
B.F.A., Creative Writing
Fatime Koleci's Brown Brothers Harriman Experience July 2008 - September 2014
Job Contracts Administrative Assistant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2008 - September 2014
Mercedes Benz Of Freehold October 2007 - January 2009
Kumon February 2005 - November 2006
Skills
Lotus Notes, Access, Microsoft Excel, Analysis, Business Analysis, Customer Service, Financial Services, Financial Analysis, Management, Microsoft Word, PeopleSoft, PowerPoint, Outlook, Process Improvement, Risk Management, Vendor Management, Project Management
Education
Brookdale Community College
Business Administration and Management, General
Brown Brothers Harriman July 2008 - September 2014
Mercedes Benz Of Freehold October 2007 - January 2009
Kumon February 2005 - November 2006
Skills
Lotus Notes, Access, Microsoft Excel, Analysis, Business Analysis, Customer Service, Financial Services, Financial Analysis, Management, Microsoft Word, PeopleSoft, PowerPoint, Outlook, Process Improvement, Risk Management, Vendor Management, Project Management
Education
Brookdale Community College
Business Administration and Management, General
Scott Hockman's Brown Brothers Harriman Experience October 2005 - June 2006
Job State Street Global Markets
Industry Financial Services
Experience
State Street Bank June 2009 - Present
State Street Bank Europe Limited January 2008 - June 2009
State Street Global Markets June 2006 - January 2008
Brown Brothers Harriman October 2005 - June 2006
Education
Boston University Questrom School of Business 2003 — 2005
MBA
Curry College
State Street Bank June 2009 - Present
State Street Bank Europe Limited January 2008 - June 2009
State Street Global Markets June 2006 - January 2008
Brown Brothers Harriman October 2005 - June 2006
Education
Boston University Questrom School of Business 2003 — 2005
MBA
Curry College
Neil Grant Neil Grant's Brown Brothers Harriman Experience April 2014 - Present
Job Audit Operations Manager, MBA Candidate
Industry Financial Services
Experience
Brown Brothers Harriman April 2014 - Present
Brown Brothers Harriman March 2010 - Present
JPMorgan Chase July 2008 - October 2009
JPMorgan Chase September 2006 - March 2008
Merrill Lynch Investment Managers (MLIM) October 2005 - September 2006
Skills
Fixed Income, Equities, Bloomberg, Financial Analysis, Investments, Leadership, Valuation, Management, Settlement, Japanese, Corporate Actions, Fund Accounting, Derivatives, Options, Marketing, Financial Markets, Banking, Accounting, Hedge Funds, Securities, Fund Administration, Reuters, Bonds, Bloomberg Terminal, Global Custody, Networking, Multi Tasking, Brio Query, Corporate Finance, Client Services, Financial Audits, Auditing, Finance, Managerial Finance, investment, Change Management, Operations Management, operations, Personal Finance, Mutual Funds, Asset Allocation, Asset Management, Team Management, Workflow Management, Investment Management
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA), Stretegic Management, 3.87
Bridgewater State College
BS, Finance, Management Minor
Brown Brothers Harriman April 2014 - Present
Brown Brothers Harriman March 2010 - Present
JPMorgan Chase July 2008 - October 2009
JPMorgan Chase September 2006 - March 2008
Merrill Lynch Investment Managers (MLIM) October 2005 - September 2006
Skills
Fixed Income, Equities, Bloomberg, Financial Analysis, Investments, Leadership, Valuation, Management, Settlement, Japanese, Corporate Actions, Fund Accounting, Derivatives, Options, Marketing, Financial Markets, Banking, Accounting, Hedge Funds, Securities, Fund Administration, Reuters, Bonds, Bloomberg Terminal, Global Custody, Networking, Multi Tasking, Brio Query, Corporate Finance, Client Services, Financial Audits, Auditing, Finance, Managerial Finance, investment, Change Management, Operations Management, operations, Personal Finance, Mutual Funds, Asset Allocation, Asset Management, Team Management, Workflow Management, Investment Management
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA), Stretegic Management, 3.87
Bridgewater State College
BS, Finance, Management Minor
Lloyd Kevin Sy Lloyd Kevin Sy's Brown Brothers Harriman Experience June 2015 - August 2015
Job Systems Intern at Brown Brothers Harriman
Industry Computer Software
Experience
Brown University August 2014 - Present
National Academic Quiz Tournaments July 2011 - Present
Brown Brothers Harriman June 2015 - August 2015
Brown University September 2014 - December 2014
Academic Competition Enterprises June 2014 - June 2014
Insphere Insurance Solutions June 2013 - August 2013
Skills
Public Speaking, Editing, Tutoring, Java, Python, Writing, Economics, Speech Writing, Journalism, Marketing, Organizational..., Literature, News Writing, C, LaTeX, SQL
Education
Brown University 2012 — 2016
Bachelor of Arts (B.A.), Computer Science, English
Rockford Auburn High School 2008 — 2012
High School Degree
Brown University August 2014 - Present
National Academic Quiz Tournaments July 2011 - Present
Brown Brothers Harriman June 2015 - August 2015
Brown University September 2014 - December 2014
Academic Competition Enterprises June 2014 - June 2014
Insphere Insurance Solutions June 2013 - August 2013
Skills
Public Speaking, Editing, Tutoring, Java, Python, Writing, Economics, Speech Writing, Journalism, Marketing, Organizational..., Literature, News Writing, C, LaTeX, SQL
Education
Brown University 2012 — 2016
Bachelor of Arts (B.A.), Computer Science, English
Rockford Auburn High School 2008 — 2012
High School Degree
Randy Biagas-Hill Randy Biagas-Hill's Brown Brothers Harriman Experience September 2009 - June 2010
Job Intern at Zephyr Management, L.P.
Industry Financial Services
Experience
Trilogy Capital Management LLC September 2012 - June 2013
Zephyr Management, L.P. September 2010 - June 2012
Brown Brothers Harriman September 2009 - June 2010
Education
Brown University 2013 — 2017
Bachelor's degree
Cristo Rey New York HS 2009 — 2013
Trilogy Capital Management LLC September 2012 - June 2013
Zephyr Management, L.P. September 2010 - June 2012
Brown Brothers Harriman September 2009 - June 2010
Education
Brown University 2013 — 2017
Bachelor's degree
Cristo Rey New York HS 2009 — 2013
Amy Galluzzo's Brown Brothers Harriman Experience May 2007 - Present
Job Owner at Audrey's Dapper Closet
Industry Financial Services
Experience
Audrey's Dapper Closet March 2015 - Present
Brown Brothers Harriman May 2007 - Present
Cision US, Inc. June 2006 - May 2007
The Anthony Galluzzo Corporation May 2005 - August 2005
Student Advantage June 2004 - August 2005
Skills
Lotus Notes, Finance, SWIFT payments, Microsoft Office, Social Media, Public Relations, Leadership, Financial Services, Social Media Marketing, Marketing Communications, PowerPoint, Market Research, Marketing, Microsoft Excel, Marketing Strategy, Customer Service, Public Speaking, Social Networking, Event Management, Email Marketing, Process Improvement
Education
Bryant University 2002 — 2006
BSBA, Marketing, Communications
Merrimack College 2011 — 2011
Project Management Certification
Audrey's Dapper Closet March 2015 - Present
Brown Brothers Harriman May 2007 - Present
Cision US, Inc. June 2006 - May 2007
The Anthony Galluzzo Corporation May 2005 - August 2005
Student Advantage June 2004 - August 2005
Skills
Lotus Notes, Finance, SWIFT payments, Microsoft Office, Social Media, Public Relations, Leadership, Financial Services, Social Media Marketing, Marketing Communications, PowerPoint, Market Research, Marketing, Microsoft Excel, Marketing Strategy, Customer Service, Public Speaking, Social Networking, Event Management, Email Marketing, Process Improvement
Education
Bryant University 2002 — 2006
BSBA, Marketing, Communications
Merrimack College 2011 — 2011
Project Management Certification
Michael Villapiano's Brown Brothers Harriman Experience September 2013 - February 2014
Job Hedge Fund and Private Equity Summer Analyst at Centerbridge Partners
Industry Financial Services
Experience
Centerbridge Partners May 2015 - Present
Brown University Football September 2012 - Present
Seashore Day Camp June 2014 - August 2014
Brown Brothers Harriman September 2013 - February 2014
Seashore Day Camp June 2013 - August 2013
Horizons Student Enrichment Program June 2009 - August 2010
Skills
Financial Analysis, Data Analysis, Quantitative Analytics, FX Options, Investments, Financial Modeling, Bloomberg, Fixed Income, Equities, Hedge Funds, Financial Markets, Valuation, Portfolio Management, Investment Banking, Options, Economics, Derivatives, VBA, Trading, Financial Services, Differential Equations, Calculus, MATLAB, Statistical Data...
Education
Brown University 2012 — 2016
Applied Mathematics and Economics
Cheshire Academy 2011 — 2012
Centerbridge Partners May 2015 - Present
Brown University Football September 2012 - Present
Seashore Day Camp June 2014 - August 2014
Brown Brothers Harriman September 2013 - February 2014
Seashore Day Camp June 2013 - August 2013
Horizons Student Enrichment Program June 2009 - August 2010
Skills
Financial Analysis, Data Analysis, Quantitative Analytics, FX Options, Investments, Financial Modeling, Bloomberg, Fixed Income, Equities, Hedge Funds, Financial Markets, Valuation, Portfolio Management, Investment Banking, Options, Economics, Derivatives, VBA, Trading, Financial Services, Differential Equations, Calculus, MATLAB, Statistical Data...
Education
Brown University 2012 — 2016
Applied Mathematics and Economics
Cheshire Academy 2011 — 2012
Emilio Matos Emilio Matos's Brown Brothers Harriman Experience December 2012 - January 2014
Job POS Analyst at Hasbro
Industry Financial Services
Experience
Hasbro March 2014 - Present
Boston Capital January 2014 - March 2014
Brown Brothers Harriman December 2012 - January 2014
Fidelity Investments May 2012 - December 2012
Coventry Credit Union June 2010 - February 2011
Skills
Operational Planning, Operations Management, Market Research, International Tax, Marketing Management, Account Management, Account Reconciliation, Finance, Microsoft Excel, PowerPoint, Corporate Actions, Leadership, Financial Services, Accounting
Education
Bryant University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Wheelock College 2007 — 2009
Political Science and Government
Hasbro March 2014 - Present
Boston Capital January 2014 - March 2014
Brown Brothers Harriman December 2012 - January 2014
Fidelity Investments May 2012 - December 2012
Coventry Credit Union June 2010 - February 2011
Skills
Operational Planning, Operations Management, Market Research, International Tax, Marketing Management, Account Management, Account Reconciliation, Finance, Microsoft Excel, PowerPoint, Corporate Actions, Leadership, Financial Services, Accounting
Education
Bryant University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Wheelock College 2007 — 2009
Political Science and Government
ERIC L. FARDIG's Brown Brothers Harriman Experience December 2006 - May 2008
Job Global Services and Support of Enterprise Technology at Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems August 2008 - Present
Brown Brothers Harriman December 2006 - May 2008
Skills
Fund Accounting, Sales, Corporate Actions, Mutual Funds, Microsoft Excel
Education
Bridgewater State University 2002 — 2006
BACHELORS, BUSINESS AND MARKETING
Eagle Investment Systems August 2008 - Present
Brown Brothers Harriman December 2006 - May 2008
Skills
Fund Accounting, Sales, Corporate Actions, Mutual Funds, Microsoft Excel
Education
Bridgewater State University 2002 — 2006
BACHELORS, BUSINESS AND MARKETING
Sarah Fiske Sarah Fiske's Brown Brothers Harriman Experience June 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
Franklin Templeton Investments June 2011 - August 2011
Fishers Island Yacht Club June 2009 - August 2010
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Mathematics & Economics
Kingswood-Oxford School 2003 — 2009
High School Diploma
JPMorgan Chase 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
Franklin Templeton Investments June 2011 - August 2011
Fishers Island Yacht Club June 2009 - August 2010
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Mathematics & Economics
Kingswood-Oxford School 2003 — 2009
High School Diploma
Ethan Case's Brown Brothers Harriman Experience January 2015 - Present
Job MBA Candidate at Carroll School of Management Boston College
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman November 2013 - Present
Brown Brothers Harriman August 2008 - November 2013
State Street Corporation, Inc March 2008 - August 2008
State Street Corporation, Inc July 2007 - March 2008
Skills
Mutual Funds, Bloomberg, Bloomberg Terminal, Advanced Excel, Securities, Equities, Fixed Income, Hedge Funds, Series 63, Alternative Investments, International Tax
Education
Boston College 2014 — 2017
Master of Business Administration (MBA)
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Finance
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman November 2013 - Present
Brown Brothers Harriman August 2008 - November 2013
State Street Corporation, Inc March 2008 - August 2008
State Street Corporation, Inc July 2007 - March 2008
Skills
Mutual Funds, Bloomberg, Bloomberg Terminal, Advanced Excel, Securities, Equities, Fixed Income, Hedge Funds, Series 63, Alternative Investments, International Tax
Education
Boston College 2014 — 2017
Master of Business Administration (MBA)
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Finance
Ariel Amabile's Brown Brothers Harriman Experience August 2012 - October 2014
Job Global Asset Servicing Associate
Industry Banking
Experience
eSecLending October 2014 - Present
Brown Brothers Harriman August 2012 - October 2014
Brown Brothers Harriman May 2011 - August 2011
RuffaloCODY September 2010 - August 2011
Skills
Research, Microsoft Office, Access, Recruiting, PowerPoint, Leadership, Management, Customer Service, Teamwork, Microsoft Excel, Sales, Training, Customer Satisfaction, Fundraising, Microsoft Word
Education
Bryant University 2008 — 2012
Bachelor of Science (BS), Marketing
Bryant University 2008 — 2012
Bachelor of Science, Business Administration; Marketing
eSecLending October 2014 - Present
Brown Brothers Harriman August 2012 - October 2014
Brown Brothers Harriman May 2011 - August 2011
RuffaloCODY September 2010 - August 2011
Skills
Research, Microsoft Office, Access, Recruiting, PowerPoint, Leadership, Management, Customer Service, Teamwork, Microsoft Excel, Sales, Training, Customer Satisfaction, Fundraising, Microsoft Word
Education
Bryant University 2008 — 2012
Bachelor of Science (BS), Marketing
Bryant University 2008 — 2012
Bachelor of Science, Business Administration; Marketing
Dana Fetner Banks Dana Fetner Banks's Brown Brothers Harriman Experience January 2008 - May 2008
Job Associate, PWM Compliance at Goldman Sachs
Industry Law Practice
Experience
Goldman, Sachs & Co. June 2014 - Present
E*TRADE Financial Corporation May 2014 - June 2014
E*TRADE Financial Corporation November 2010 - May 2014
Morgan Stanley Smith Barney April 2009 - November 2010
Feldman Weinstein & Smith LLP 2008 - 2009
Brown Brothers Harriman January 2008 - May 2008
DTCC June 2006 - May 2008
New-York Historical Society May 2004 - August 2005
Brandeis University January 2003 - May 2003
Skills
Regulatory Analysis, Enterprise Risk..., Compliance, Due Diligence, Regulatory Submissions, Securities, Corporate Law, AML, FINRA, Financial Risk, KYC, Alternative Investments, Securities Regulation, Financial Regulation, Private Placements, Finance, Trading, Corporate Governance, Legal Compliance, SOX Compliancy, SEC filings, Financial Services, Sarbanes-Oxley, Regulatory Documentation, Stock Market, Anti Money Laundering
Education
Brooklyn Law School 2005 — 2008
Juris Doctor, Law
Brandeis University 2001 — 2005
Bachelor's, History
Midwood 1997 — 2001
Goldman, Sachs & Co. June 2014 - Present
E*TRADE Financial Corporation May 2014 - June 2014
E*TRADE Financial Corporation November 2010 - May 2014
Morgan Stanley Smith Barney April 2009 - November 2010
Feldman Weinstein & Smith LLP 2008 - 2009
Brown Brothers Harriman January 2008 - May 2008
DTCC June 2006 - May 2008
New-York Historical Society May 2004 - August 2005
Brandeis University January 2003 - May 2003
Skills
Regulatory Analysis, Enterprise Risk..., Compliance, Due Diligence, Regulatory Submissions, Securities, Corporate Law, AML, FINRA, Financial Risk, KYC, Alternative Investments, Securities Regulation, Financial Regulation, Private Placements, Finance, Trading, Corporate Governance, Legal Compliance, SOX Compliancy, SEC filings, Financial Services, Sarbanes-Oxley, Regulatory Documentation, Stock Market, Anti Money Laundering
Education
Brooklyn Law School 2005 — 2008
Juris Doctor, Law
Brandeis University 2001 — 2005
Bachelor's, History
Midwood 1997 — 2001
Jay Abbott Jay Abbott's Brown Brothers Harriman Experience 2008 - 2010
Job Legal Counsel at Bright Horizons
Industry Education Management
Experience
Bright Horizons June 2014 - Present
Advantage Resourcing 2012 - 2014
Brown Brothers Harriman 2008 - 2010
Sullivan & Worcester LLP 2005 - 2008
Skills
Legal Research, Mergers & Acquisitions, Analysis, Contract Negotiation, Research, Corporate Law, Legal Writing, Litigation, Human Resources, Civil Litigation, Negotiation, Microsoft Excel, Training, Commercial Litigation, Corporate Governance
Education
Boston University School of Law 2002 — 2005
Georgetown University 1998 — 2002
Bright Horizons June 2014 - Present
Advantage Resourcing 2012 - 2014
Brown Brothers Harriman 2008 - 2010
Sullivan & Worcester LLP 2005 - 2008
Skills
Legal Research, Mergers & Acquisitions, Analysis, Contract Negotiation, Research, Corporate Law, Legal Writing, Litigation, Human Resources, Civil Litigation, Negotiation, Microsoft Excel, Training, Commercial Litigation, Corporate Governance
Education
Boston University School of Law 2002 — 2005
Georgetown University 1998 — 2002
Jennifer Zanellato's Brown Brothers Harriman Experience December 2005 - September 2009
Job Executive Assistant Extended Care
Industry Medical Devices
Experience
Medtronic February 2015 - Present
Covidien May 2010 - February 2015
SCD Direct September 2009 - May 2010
Brown Brothers Harriman December 2005 - September 2009
Creative Services Inc. 1998 - 2002
Skills
Microsoft Office, Concur, Customer Service, Microsoft Excel, Microsoft Word, Administrative..., Administrative..., Access, Human Resources, Outlook, Recruiting, Office Administration, Office Management, Budgets, Social Media, Salesforce.com
Education
Bridgewater State College 1997 — 2001
BA, Communication
Medtronic February 2015 - Present
Covidien May 2010 - February 2015
SCD Direct September 2009 - May 2010
Brown Brothers Harriman December 2005 - September 2009
Creative Services Inc. 1998 - 2002
Skills
Microsoft Office, Concur, Customer Service, Microsoft Excel, Microsoft Word, Administrative..., Administrative..., Access, Human Resources, Outlook, Recruiting, Office Administration, Office Management, Budgets, Social Media, Salesforce.com
Education
Bridgewater State College 1997 — 2001
BA, Communication
Charlie Maddock's Brown Brothers Harriman Experience May 2008 - August 2010
Job Director, Business Development at Shapeways
Industry Internet
Experience
Shapeways October 2011 - Present
Charles Maddock Foundation (CMF) August 2006 - Present
Identified.com (Acquired by Work Day) 2010 - 2011
Brown Brothers Harriman May 2008 - August 2010
Fidelity Investments January 2006 - January 2008
Fidelity Investments January 2005 - January 2006
Skills
Entrepreneurship, Business Development, 3D Printing, Marketing, Strategic Planning, Leadership, Business Planning, Strategic Partnerships, Event Planning, Analysis, Start-ups, Management, Digital Strategy, Product Management, Fundraising, Public Speaking, Online Advertising, E-commerce, Business Strategy, Strategy, Venture Capital, Marketing Strategy
Education
Brown University 2000 — 2004
AB, History
UNSW Australia 2003 — 2003
Middlesex School 1997 — 2000
New York University - Leonard N. Stern School of Business
Stern School of Business at NYU
Shapeways October 2011 - Present
Charles Maddock Foundation (CMF) August 2006 - Present
Identified.com (Acquired by Work Day) 2010 - 2011
Brown Brothers Harriman May 2008 - August 2010
Fidelity Investments January 2006 - January 2008
Fidelity Investments January 2005 - January 2006
Skills
Entrepreneurship, Business Development, 3D Printing, Marketing, Strategic Planning, Leadership, Business Planning, Strategic Partnerships, Event Planning, Analysis, Start-ups, Management, Digital Strategy, Product Management, Fundraising, Public Speaking, Online Advertising, E-commerce, Business Strategy, Strategy, Venture Capital, Marketing Strategy
Education
Brown University 2000 — 2004
AB, History
UNSW Australia 2003 — 2003
Middlesex School 1997 — 2000
New York University - Leonard N. Stern School of Business
Stern School of Business at NYU
Austin Burkett, CFA's Brown Brothers Harriman Experience March 1997 - October 1998
Job Global Director of Research Analytics
Industry Financial Services
Experience
EVA Dimensions October 2011 - Present
UBS Investment Bank May 1999 - September 2011
Credit Suisse October 1998 - May 1999
Brown Brothers Harriman March 1997 - October 1998
Morgan Stanley August 1994 - March 1997
Skills
Economic Value Added, Equity Research, Equity Valuation, Enterprise Valuation, Factset, VBA, Visual Basic, Excel, Quantitative Research, DCF Valuation, DCF, Product Management, Bloomberg Data License, Business Objects, Capital Structure, Cost Of Capital, Research, Bloomberg, Equities, Valuation, Corporate Finance, Microsoft Excel, Hedge Funds, Portfolio Management, Financial Statement..., Chartered Financial..., Financial Modeling, Analytics, Investment Banking
Education
Bowdoin College
A.B., Physics, Economics Minor
EVA Dimensions October 2011 - Present
UBS Investment Bank May 1999 - September 2011
Credit Suisse October 1998 - May 1999
Brown Brothers Harriman March 1997 - October 1998
Morgan Stanley August 1994 - March 1997
Skills
Economic Value Added, Equity Research, Equity Valuation, Enterprise Valuation, Factset, VBA, Visual Basic, Excel, Quantitative Research, DCF Valuation, DCF, Product Management, Bloomberg Data License, Business Objects, Capital Structure, Cost Of Capital, Research, Bloomberg, Equities, Valuation, Corporate Finance, Microsoft Excel, Hedge Funds, Portfolio Management, Financial Statement..., Chartered Financial..., Financial Modeling, Analytics, Investment Banking
Education
Bowdoin College
A.B., Physics, Economics Minor
Nick Schmid Nick Schmid's Brown Brothers Harriman Experience
Job VP at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Asset Management, Equities, Fixed Income, Portfolio Management, Securities, Capital Markets, Financial Services, Bloomberg
Education
1990 — 1996
MSM, Business
Bowdoin College 1987 — 1991
Brown Brothers Harriman
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Asset Management, Equities, Fixed Income, Portfolio Management, Securities, Capital Markets, Financial Services, Bloomberg
Education
1990 — 1996
MSM, Business
Bowdoin College 1987 — 1991
Albi Mezini's Brown Brothers Harriman Experience July 2014 - Present
Job Senior Client Services Account Manager
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman & Co July 2007 - July 2014
ReMax 2009 - 2011
Skills
Trading, Management, Leadership, Training, CRM, Bloomberg, Mutual Funds, Equities, Fixed Income, Fund Accounting, Hedge Funds, Financial Analysis, Investments, Fund Administration, Securities, Banking, Financial Services
Education
Bridgewater State College 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman & Co July 2007 - July 2014
ReMax 2009 - 2011
Skills
Trading, Management, Leadership, Training, CRM, Bloomberg, Mutual Funds, Equities, Fixed Income, Fund Accounting, Hedge Funds, Financial Analysis, Investments, Fund Administration, Securities, Banking, Financial Services
Education
Bridgewater State College 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
Ashlee McCall's Brown Brothers Harriman Experience September 2014 - September 2015
Job at
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Securities June 2013 - Present
Brown Brothers Harriman September 2014 - September 2015
HarborOne Credit Union June 2009 - August 2010
Crescent Credit Union June 2008 - June 2009
Skills
Accounting, Customer Service, Banking, Financial Reporting, Finance, Public Speaking, Leadership, Microsoft Excel, Financial Analysis
Education
Bridgewater State College 2009 — 2013
Bachelor of Science (B.S.), Accounting
Wells Fargo September 2015 - Present
Wells Fargo Securities June 2013 - Present
Brown Brothers Harriman September 2014 - September 2015
HarborOne Credit Union June 2009 - August 2010
Crescent Credit Union June 2008 - June 2009
Skills
Accounting, Customer Service, Banking, Financial Reporting, Finance, Public Speaking, Leadership, Microsoft Excel, Financial Analysis
Education
Bridgewater State College 2009 — 2013
Bachelor of Science (B.S.), Accounting
Dan Brotman's Brown Brothers Harriman Experience August 1992 - August 1994
Job Economics Teacher
Industry Higher Education
Experience
Glendale Community College February 2015 - Present
Westridge School August 2014 - Present
SMIC Private School August 2011 - June 2013
Cisco Systems August 2007 - June 2011
Cisco Systems Capital 1998 - 2007
Cisco Systems September 1994 - July 1998
Brown Brothers Harriman August 1992 - August 1994
Federal Reserve September 1987 - August 1992
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1985
MA
Brown University 1979 — 1981
BA
Glendale Community College February 2015 - Present
Westridge School August 2014 - Present
SMIC Private School August 2011 - June 2013
Cisco Systems August 2007 - June 2011
Cisco Systems Capital 1998 - 2007
Cisco Systems September 1994 - July 1998
Brown Brothers Harriman August 1992 - August 1994
Federal Reserve September 1987 - August 1992
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1985
MA
Brown University 1979 — 1981
BA
Victoria Saunders Victoria Saunders's Brown Brothers Harriman Experience June 2015 - August 2015
Job Extern at U.S. Securities and Exchange Commission
Industry Law Practice
Experience
U.S. Securities and Exchange Commission September 2015 - Present
Brooklyn Law School April 2015 - Present
Brown Brothers Harriman June 2015 - August 2015
Cullen and Dykman LLP May 2014 - August 2014
Cullen and Dykman LLP May 2013 - August 2013
Education
Brooklyn Law School 2014 — 2017
Doctor of Law (J.D.)
Cornell University 2010 — 2014
Bachelor of Science
Universitat de Barcelona 2013 — 2013
U.S. Securities and Exchange Commission September 2015 - Present
Brooklyn Law School April 2015 - Present
Brown Brothers Harriman June 2015 - August 2015
Cullen and Dykman LLP May 2014 - August 2014
Cullen and Dykman LLP May 2013 - August 2013
Education
Brooklyn Law School 2014 — 2017
Doctor of Law (J.D.)
Cornell University 2010 — 2014
Bachelor of Science
Universitat de Barcelona 2013 — 2013
Anthony Leo Anthony Leo's Brown Brothers Harriman Experience February 2001 - August 2014
Job Supervisor at Amazon
Industry Consumer Services
Experience
Amazon April 2015 - Present
Stellae International Inc. September 2014 - November 2014
Brown Brothers Harriman February 2001 - August 2014
Putnam Investments May 2000 - February 2001
Fidelity Investments August 1998 - May 2000
US Postal Service September 1985 - August 1998
Skills
Securities, Vendor Management, Mutual Funds, Financial Services, Bloomberg, Process Improvement, Fixed Income, Corporate Actions, Hedge Funds, Asset Management, Series 7, Equities, Human Resources, Leadership, Management, Training, Analysis, Employee Relations, Software Documentation, Team Leadership, Team Building, Succession Planning, Project Planning, Time Management, Finance, Change Management, Customer Service, Program Management, Business Development, Operations Management, Budgets
Education
Kingsborough Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Bryant and Stratton College
Accounting
Newbury College
Business Management
Amazon April 2015 - Present
Stellae International Inc. September 2014 - November 2014
Brown Brothers Harriman February 2001 - August 2014
Putnam Investments May 2000 - February 2001
Fidelity Investments August 1998 - May 2000
US Postal Service September 1985 - August 1998
Skills
Securities, Vendor Management, Mutual Funds, Financial Services, Bloomberg, Process Improvement, Fixed Income, Corporate Actions, Hedge Funds, Asset Management, Series 7, Equities, Human Resources, Leadership, Management, Training, Analysis, Employee Relations, Software Documentation, Team Leadership, Team Building, Succession Planning, Project Planning, Time Management, Finance, Change Management, Customer Service, Program Management, Business Development, Operations Management, Budgets
Education
Kingsborough Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Bryant and Stratton College
Accounting
Newbury College
Business Management
Conor McDonough's Brown Brothers Harriman Experience August 2014 - February 2015
Job Senior Client Development Representative at Seismic Software
Industry Computer Software
Experience
Seismic Software July 2015 - Present
Seismic Software February 2015 - July 2015
Brown Brothers Harriman August 2014 - February 2015
State Street June 2013 - August 2013
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Management, PowerPoint, Marketing, Sales, Financial Services, Sales Enablement, Microsoft Excel, Financial Analysis, Time Management, Public Speaking, Business Development, Client Services
Education
Bridgewater State University 2010 — 2014
Bachelor of Science, Business Management; Marketing
Braintree High School
Seismic Software July 2015 - Present
Seismic Software February 2015 - July 2015
Brown Brothers Harriman August 2014 - February 2015
State Street June 2013 - August 2013
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Management, PowerPoint, Marketing, Sales, Financial Services, Sales Enablement, Microsoft Excel, Financial Analysis, Time Management, Public Speaking, Business Development, Client Services
Education
Bridgewater State University 2010 — 2014
Bachelor of Science, Business Management; Marketing
Braintree High School
Bill Warmington's Brown Brothers Harriman Experience 1990 - 1994
Job
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Raymond James & Associates, Inc. 2009 - 2013
Lee Munder Capital Group 2004 - 2008
SunTrust Robinson Humphrey 1998 - 2004
Alex. Brown & Sons 1995 - 1998
Brown Brothers Harriman 1990 - 1994
The Chase Manhattan Bank 1987 - 1990
The Chase Manhattan Bank 1986 - 1987
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Valuation, Financial Modeling, Investments, Capital Markets, Alternative Investments, Securities, Asset Management, Series 7, Financial Analysis, Due Diligence, Equity Valuation
Education
Brown University 1982 — 1986
BA
Wilhelm Pieck Universitaet
Bamberg Universitaet 1984 — 1985
Concord-Carlisle High School
Escuela Campo Alegre
Escuela Americana
Wells Fargo Securities July 2013 - Present
Raymond James & Associates, Inc. 2009 - 2013
Lee Munder Capital Group 2004 - 2008
SunTrust Robinson Humphrey 1998 - 2004
Alex. Brown & Sons 1995 - 1998
Brown Brothers Harriman 1990 - 1994
The Chase Manhattan Bank 1987 - 1990
The Chase Manhattan Bank 1986 - 1987
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Valuation, Financial Modeling, Investments, Capital Markets, Alternative Investments, Securities, Asset Management, Series 7, Financial Analysis, Due Diligence, Equity Valuation
Education
Brown University 1982 — 1986
BA
Wilhelm Pieck Universitaet
Bamberg Universitaet 1984 — 1985
Concord-Carlisle High School
Escuela Campo Alegre
Escuela Americana
Diana Malcom's Brown Brothers Harriman Experience 1997 - 2000
Job Principal Lowell, Blake & Associates
Industry Financial Services
Experience
Lowell Blake & Associates April 2000 - Present
Brown Brothers Harriman 1997 - 2000
Skills
Financial Modeling
Education
Bowdoin College 1993 — 1997
Park Tudor School 1987 — 1993
High school degree
Lowell Blake & Associates April 2000 - Present
Brown Brothers Harriman 1997 - 2000
Skills
Financial Modeling
Education
Bowdoin College 1993 — 1997
Park Tudor School 1987 — 1993
High school degree
Aidan Hardiman's Brown Brothers Harriman Experience March 2001 - April 2003
Job Real Estate Consultant and Freelance Mathematician/Teaching/Tutoring Consultant
Industry Education Management
Experience
Colonial Properties LLC December 2008 - Present
Aidan Hardiman January 2003 - Present
RE/MAX WAY November 2005 - December 2008
Brown Brothers Harriman March 2001 - April 2003
Deutsche Bank January 1997 - March 2001
Cognex Corporation 1995 - 1997
Skills
Real Estate, Investment Properties, Sellers, Foreclosures, Condos, Investments, Real Estate Transactions
Education
Brandeis University 1999 — 2002
MS Software Engineering, Computer Science and Engineering
National University of Ireland, Galway 1991 — 1995
BE EE, Electrical Engineering
Colonial Properties LLC December 2008 - Present
Aidan Hardiman January 2003 - Present
RE/MAX WAY November 2005 - December 2008
Brown Brothers Harriman March 2001 - April 2003
Deutsche Bank January 1997 - March 2001
Cognex Corporation 1995 - 1997
Skills
Real Estate, Investment Properties, Sellers, Foreclosures, Condos, Investments, Real Estate Transactions
Education
Brandeis University 1999 — 2002
MS Software Engineering, Computer Science and Engineering
National University of Ireland, Galway 1991 — 1995
BE EE, Electrical Engineering
Polina Fiman's Brown Brothers Harriman Experience 2001 - 2008
Job Santander Bank
Industry Financial Services
Experience
Santander Bank, N.A. March 2015 - April 2015
State Street Bank July 2008 - February 2013
Brown Brothers Harriman & Co. January 2003 - June 2008
Brown Brothers Harriman 2001 - 2008
Skills
Banking, Portfolio Management, Risk Management, Credit, Fixed Income, Equities, Capital Markets, Securities, Bloomberg, Mutual Funds, Financial Risk, Financial Markets, Financial Services, Credit Risk, Relationship Management, Operational Risk, Back Office, Finance, Settlement, AML, Global Custody, Hedge Funds, FX Options
Education
Boston University - School of Management 2003 — 2006
MBA, International Business
Northeastern University 1995 — 1999
Bachelor of Science (BS) in Finance, Accounting and Finance
Santander Bank, N.A. March 2015 - April 2015
State Street Bank July 2008 - February 2013
Brown Brothers Harriman & Co. January 2003 - June 2008
Brown Brothers Harriman 2001 - 2008
Skills
Banking, Portfolio Management, Risk Management, Credit, Fixed Income, Equities, Capital Markets, Securities, Bloomberg, Mutual Funds, Financial Risk, Financial Markets, Financial Services, Credit Risk, Relationship Management, Operational Risk, Back Office, Finance, Settlement, AML, Global Custody, Hedge Funds, FX Options
Education
Boston University - School of Management 2003 — 2006
MBA, International Business
Northeastern University 1995 — 1999
Bachelor of Science (BS) in Finance, Accounting and Finance
Michael Taflas's Brown Brothers Harriman Experience June 2013 - April 2014
Job Project Manager at ACI Worldwide
Industry Financial Services
Experience
CLD Consulting Engineers, Inc. September 2014 - Present
Brown Brothers Harriman June 2013 - April 2014
ACI Worldwide February 2011 - April 2013
ACI Worldwide February 2007 - January 2011
Aston Consulting January 1998 - February 2007
Raytheon 1983 - 1998
Skills
Project Management, Payment Systems, Software Project..., Electronic Payments, Strategy, Requirements Analysis, Management, Vendor Management, SDLC, Business Analysis, Product Management, Strategic Planning, Integration, Project Portfolio..., Program Management, Cross-functional Team..., E-commerce, Requirements Gathering, Financial Services, Enterprise Software, SaaS, PMO, PMP, Software Development, CRM, Leadership, Outsourcing, IT Management, Agile Methodologies, Project Delivery, IT Strategy
Education
Bridgewater State University 1978 — 1982
Bachelor of Arts, Political Science
CLD Consulting Engineers, Inc. September 2014 - Present
Brown Brothers Harriman June 2013 - April 2014
ACI Worldwide February 2011 - April 2013
ACI Worldwide February 2007 - January 2011
Aston Consulting January 1998 - February 2007
Raytheon 1983 - 1998
Skills
Project Management, Payment Systems, Software Project..., Electronic Payments, Strategy, Requirements Analysis, Management, Vendor Management, SDLC, Business Analysis, Product Management, Strategic Planning, Integration, Project Portfolio..., Program Management, Cross-functional Team..., E-commerce, Requirements Gathering, Financial Services, Enterprise Software, SaaS, PMO, PMP, Software Development, CRM, Leadership, Outsourcing, IT Management, Agile Methodologies, Project Delivery, IT Strategy
Education
Bridgewater State University 1978 — 1982
Bachelor of Arts, Political Science
Shane Cook's Brown Brothers Harriman Experience January 2009 - October 2012
Job Director, Global Planning & Analysis at CFA Institute
Industry Financial Services
Experience
CFA Institute April 2015 - Present
Old Dominion National Bank October 2014 - April 2015
StellarOne Bank November 2012 - May 2014
Brown Brothers Harriman January 2009 - October 2012
Brown Brothers Harriman May 1996 - January 2009
Fleet Financial Group June 1994 - May 1996
Skills
Risk Management, Management, Financial Services, Banking, Operations Management, Process Improvement, Leadership, Securities, Change Management, Business Planning, Staff Development, Mentoring, Portfolio Management, Equities, Financial Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management
Bowdoin College
AB, Spanish major, Economics minor
St. John's Preparatory School
Diploma, High School
CFA Institute April 2015 - Present
Old Dominion National Bank October 2014 - April 2015
StellarOne Bank November 2012 - May 2014
Brown Brothers Harriman January 2009 - October 2012
Brown Brothers Harriman May 1996 - January 2009
Fleet Financial Group June 1994 - May 1996
Skills
Risk Management, Management, Financial Services, Banking, Operations Management, Process Improvement, Leadership, Securities, Change Management, Business Planning, Staff Development, Mentoring, Portfolio Management, Equities, Financial Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management
Bowdoin College
AB, Spanish major, Economics minor
St. John's Preparatory School
Diploma, High School
George March's Brown Brothers Harriman Experience November 2000 - January 2012
Job Consultant, Web Design & Development
Industry Information Technology and Services
Experience
Brown Brothers Harriman November 2000 - January 2012
American Society of Clinical Oncology September 1997 - October 2000
Skills
Web Design, HTML, Project Management, Program Management, Social Media, E-commerce, XML, Photoshop, Microsoft Office, CMS, Microsoft Excel, JavaScript, Marketing Communications, Online Marketing, SLES, Dreamweaver, Web Analytics, Web Development, Web Project Management, Web Services, PHP, MySQL, WordPress Design, Management
Education
Brandeis University 1982 — 1986
B.A., Politics
St. John's Prep 1978 — 1982
High School diploma
Brown Brothers Harriman November 2000 - January 2012
American Society of Clinical Oncology September 1997 - October 2000
Skills
Web Design, HTML, Project Management, Program Management, Social Media, E-commerce, XML, Photoshop, Microsoft Office, CMS, Microsoft Excel, JavaScript, Marketing Communications, Online Marketing, SLES, Dreamweaver, Web Analytics, Web Development, Web Project Management, Web Services, PHP, MySQL, WordPress Design, Management
Education
Brandeis University 1982 — 1986
B.A., Politics
St. John's Prep 1978 — 1982
High School diploma
Peter Blackstone's Brown Brothers Harriman Experience October 2000 - October 2003
Job Research Analyst/Portfolio Manager at Ironwood Investment Management
Industry Investment Management
Experience
Ironwood Investment Management October 2007 - Present
The Boston Company Asset Management October 2003 - October 2007
Brown Brothers Harriman October 2000 - October 2003
Skills
Equities, Equity Research, Asset Managment, Financial Modeling, Portfolio Management, Valuation, Capital Markets, Asset Management, Asset Allocation, Investments, Alternative Investments
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance
Trinity College-Hartford 1996 — 2000
BA, Economics
The Loomis Chaffee School 1994 — 1996
Ironwood Investment Management October 2007 - Present
The Boston Company Asset Management October 2003 - October 2007
Brown Brothers Harriman October 2000 - October 2003
Skills
Equities, Equity Research, Asset Managment, Financial Modeling, Portfolio Management, Valuation, Capital Markets, Asset Management, Asset Allocation, Investments, Alternative Investments
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance
Trinity College-Hartford 1996 — 2000
BA, Economics
The Loomis Chaffee School 1994 — 1996
Svetlana Kats's Brown Brothers Harriman Experience May 2006 - June 2007
Job Senior Project Manager at CMC Consulting Group
Industry Financial Services
Experience
CMC Consulting Group July 2014 - Present
CMC Consulting Group January 2012 - July 2014
BioInforMedica Inc. May 2009 - August 2011
T3 Capital, LLC November 2008 - April 2010
Dimensions, LLC / S & B Capital Training Partners, LLC June 2007 - December 2008
Brown Brothers Harriman May 2006 - June 2007
BioInforMedica Inc. May 2004 - May 2006
Skills
Finance, Market Research, Financial Analysis, Market Analysis, Strategy, Marketing, Portfolio Management, Recruiting, Forecasting, Business Planning, Analysis, Mergers & Acquisitions, Management, Business Strategy, Microsoft Excel, Project Management, Strategic Planning, Training, Microsoft Office, Management Consulting, Mergers, Leadership, Financial Modeling, M&A Modeling
Education
Brandeis International Business School 2011 — 2013
Master of Business Administration (MBA), International Business, Summa Cum Laude
Brandeis University 2001 — 2005
BA, Economics, Biology
Henderson high School
JR Masterman
Neve
CMC Consulting Group July 2014 - Present
CMC Consulting Group January 2012 - July 2014
BioInforMedica Inc. May 2009 - August 2011
T3 Capital, LLC November 2008 - April 2010
Dimensions, LLC / S & B Capital Training Partners, LLC June 2007 - December 2008
Brown Brothers Harriman May 2006 - June 2007
BioInforMedica Inc. May 2004 - May 2006
Skills
Finance, Market Research, Financial Analysis, Market Analysis, Strategy, Marketing, Portfolio Management, Recruiting, Forecasting, Business Planning, Analysis, Mergers & Acquisitions, Management, Business Strategy, Microsoft Excel, Project Management, Strategic Planning, Training, Microsoft Office, Management Consulting, Mergers, Leadership, Financial Modeling, M&A Modeling
Education
Brandeis International Business School 2011 — 2013
Master of Business Administration (MBA), International Business, Summa Cum Laude
Brandeis University 2001 — 2005
BA, Economics, Biology
Henderson high School
JR Masterman
Neve
Dawn Duggan's Brown Brothers Harriman Experience February 2006 - Present
Job Associate Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman February 2006 - Present
Brown Brothers Harriman January 2001 - February 2006
Brown Brothers Harriman July 1999 - 2001
NRT CORPORATION / HUNNEMAN COLDWELL BANKER January 1996 - January 1999
PILLSBURY MADISON AND SUTRO April 1995 - July 1995
NORTHSHORE EMPLOYMENT TRAINING April 1994 - August 1994
Skills
Process Improvement, Microsoft Office, Analysis, Project Management, Management
Education
Bridgewater State University 1993 — 1995
Brown Brothers Harriman February 2006 - Present
Brown Brothers Harriman January 2001 - February 2006
Brown Brothers Harriman July 1999 - 2001
NRT CORPORATION / HUNNEMAN COLDWELL BANKER January 1996 - January 1999
PILLSBURY MADISON AND SUTRO April 1995 - July 1995
NORTHSHORE EMPLOYMENT TRAINING April 1994 - August 1994
Skills
Process Improvement, Microsoft Office, Analysis, Project Management, Management
Education
Bridgewater State University 1993 — 1995
Michelle Donovan Walty's Brown Brothers Harriman Experience July 2008 - December 2012
Job HR Risk Analyst
Industry Human Resources
Experience
Brown Brothers Harriman July 2008 - December 2012
Fidelity Investments May 2003 - May 2007
Fidelity Investments September 2001 - December 2002
Fidelity Investments June 1995 - August 2001
Skills
Human Resources, Talent Management, Onboarding, Change Management, Succession Planning, Workforce Planning, Talent Acquisition, Employee Relations, Applicant Tracking..., HRIS, Organizational Design, Deferred Compensation, PeopleSoft, Employee Engagement, Employee Benefits
Education
Lesley University 2000 — 2002
MA, Management
Bridgewater State College 1991 — 1995
BA, Communications
Brown Brothers Harriman July 2008 - December 2012
Fidelity Investments May 2003 - May 2007
Fidelity Investments September 2001 - December 2002
Fidelity Investments June 1995 - August 2001
Skills
Human Resources, Talent Management, Onboarding, Change Management, Succession Planning, Workforce Planning, Talent Acquisition, Employee Relations, Applicant Tracking..., HRIS, Organizational Design, Deferred Compensation, PeopleSoft, Employee Engagement, Employee Benefits
Education
Lesley University 2000 — 2002
MA, Management
Bridgewater State College 1991 — 1995
BA, Communications
Ivan Pirzada's Brown Brothers Harriman Experience September 2000 - Present
Job Managing Director, Brown Brothers Harriman; Principal BBH Capital Partners (Private Equity)
Industry Investment Banking
Experience
Brown Brothers Harriman September 2000 - Present
Cambridge Associates June 1999 - September 2000
Education
Bowdoin College 1995 — 1999
Brown Brothers Harriman September 2000 - Present
Cambridge Associates June 1999 - September 2000
Education
Bowdoin College 1995 — 1999
Disa Reynisdottir's Brown Brothers Harriman Experience September 2011 - Present
Job Global Controllers at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2011 - Present
HSBC Securities January 2007 - September 2011
Landsbanki August 2000 - August 2004
Education
Brandeis International Business School 2004 — 2006
MaIEF, International Economics and Finance
Brandeis University 2004 — 2006
MaIEF, International Economics and Finance
Brown Brothers Harriman September 2011 - Present
HSBC Securities January 2007 - September 2011
Landsbanki August 2000 - August 2004
Education
Brandeis International Business School 2004 — 2006
MaIEF, International Economics and Finance
Brandeis University 2004 — 2006
MaIEF, International Economics and Finance
Tara Taylor's Brown Brothers Harriman Experience 2004 - 2007
Job Managing Director, Sales and Trading Business Management and Analysis at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets April 2013 - Present
Suffolk University 2009 - Present
State Street Global Advisors May 2011 - May 2013
State Street Global Advisors June 2007 - August 2011
Brown Brothers Harriman 2004 - 2007
State Street Bank March 1997 - August 2003
Skills
Process Improvement, Project Management, Product Management, Business Process..., FX Options, Financial Services, Strategic Planning, Change Management, Investments, Vendor Management, Start-ups, Management Consulting, Business Development, Risk Management, Management, Integration, Analysis, Business Analysis, Strategy, Program Management, Governance, Leadership, Trading, Auditing
Education
Boston University - School of Management
BSBA, operations management
Suffolk University - Sawyer Business School
MBA
State Street Global Markets April 2013 - Present
Suffolk University 2009 - Present
State Street Global Advisors May 2011 - May 2013
State Street Global Advisors June 2007 - August 2011
Brown Brothers Harriman 2004 - 2007
State Street Bank March 1997 - August 2003
Skills
Process Improvement, Project Management, Product Management, Business Process..., FX Options, Financial Services, Strategic Planning, Change Management, Investments, Vendor Management, Start-ups, Management Consulting, Business Development, Risk Management, Management, Integration, Analysis, Business Analysis, Strategy, Program Management, Governance, Leadership, Trading, Auditing
Education
Boston University - School of Management
BSBA, operations management
Suffolk University - Sawyer Business School
MBA
Andy Cowen's Brown Brothers Harriman Experience 1992 - 2004
Job Chief Executive Officer at Radialogica LLC
Industry Medical Devices
Experience
Radialogica LLC May 2011 - Present
ProTom International November 2008 - December 2010
CMS, Inc. 2004 - 2008
Brown Brothers Harriman 1992 - 2004
Skills
Radiation Therapy, Radiation, Due Diligence, Management, Leadership, Medical Devices, Project Management, Mergers & Acquisitions, Strategy, FDA, Sales Operations, Executive Management, Corporate Development, Process Improvement, Hospitals, Oncology, Venture Capital, Product Launch, Private Equity, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Bowdoin College 1988 — 1992
B.A., Economics and History
Radialogica LLC May 2011 - Present
ProTom International November 2008 - December 2010
CMS, Inc. 2004 - 2008
Brown Brothers Harriman 1992 - 2004
Skills
Radiation Therapy, Radiation, Due Diligence, Management, Leadership, Medical Devices, Project Management, Mergers & Acquisitions, Strategy, FDA, Sales Operations, Executive Management, Corporate Development, Process Improvement, Hospitals, Oncology, Venture Capital, Product Launch, Private Equity, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Bowdoin College 1988 — 1992
B.A., Economics and History
James Diao's Brown Brothers Harriman Experience 1982 - 1984
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2013 - Present
Ocean Lawn Enterprises 2011 - Present
Citadel Securities 2010 - 2011
CITIC Securities International Partners 2008 - 2010
Bear, Stearns & Co. Inc. 1994 - 2008
Prudential Securities 1985 - 1994
Brown Brothers Harriman 1982 - 1984
Skills
investment ba, leveraged fin, Risk Management, Equities, Fixed Income, Due Diligence, Financial Analysis, Leveraged Finance, Corporate Finance, Securities, Investments, Credit, Investment Management, Banking, Hedge Funds, Series 7, Financial Services, Capital Markets, Financial Modeling, Private Equity, Valuation, Business Valuation, Investment Advisory, Venture Capital, Financial Structuring, Finance, Credit Analysis, Strategy, Restructuring, Emerging Markets, Alternative Investments
Education
Brown University
ScB
Columbia University - Columbia Business School
MBA
Irvington High School
UBS Investment Bank 2013 - Present
Ocean Lawn Enterprises 2011 - Present
Citadel Securities 2010 - 2011
CITIC Securities International Partners 2008 - 2010
Bear, Stearns & Co. Inc. 1994 - 2008
Prudential Securities 1985 - 1994
Brown Brothers Harriman 1982 - 1984
Skills
investment ba, leveraged fin, Risk Management, Equities, Fixed Income, Due Diligence, Financial Analysis, Leveraged Finance, Corporate Finance, Securities, Investments, Credit, Investment Management, Banking, Hedge Funds, Series 7, Financial Services, Capital Markets, Financial Modeling, Private Equity, Valuation, Business Valuation, Investment Advisory, Venture Capital, Financial Structuring, Finance, Credit Analysis, Strategy, Restructuring, Emerging Markets, Alternative Investments
Education
Brown University
ScB
Columbia University - Columbia Business School
MBA
Irvington High School
Thomas Struzik's Brown Brothers Harriman Experience 1996 - 1998
Job Senior Software Development Architect at DBMS Consulting, Inc.
Industry Information Technology and Services
Experience
DBMS Consulting, Inc. January 2010 - Present
Struzik Consulting January 1992 - January 2010
State Street 2006 - 2009
Brown Brothers Harriman 1996 - 1998
Skills
Requirements Analysis, SQL, Databases, SOA, Oracle, SDLC, Data Warehousing, Java
Education
Brandeis University 1999 — 2001
MS, Software Engineering
Bridgewater State University
B.A., Speech Communications
DBMS Consulting, Inc. January 2010 - Present
Struzik Consulting January 1992 - January 2010
State Street 2006 - 2009
Brown Brothers Harriman 1996 - 1998
Skills
Requirements Analysis, SQL, Databases, SOA, Oracle, SDLC, Data Warehousing, Java
Education
Brandeis University 1999 — 2001
MS, Software Engineering
Bridgewater State University
B.A., Speech Communications
Amy Bierbaum's Brown Brothers Harriman Experience 2011 - June 2013
Job Retired Financial Services Attorney
Industry Financial Services
Experience
Brown Brothers Harriman 2011 - June 2013
State Street Bank and Trust Company 1997 - 2011
Federal Deposit Insurance Corporation January 1990 - December 1995
Commonwealth Mortgage Company January 1989 - December 1989
Skills
Securities
Education
Boston University School of Law 1995 — 1997
LLM, international banking law and finance
New England Law Boston 1981 — 1984
JD, law
Rutgers University-New Brunswick 1976 — 1980
BA, psychology
Brown Brothers Harriman 2011 - June 2013
State Street Bank and Trust Company 1997 - 2011
Federal Deposit Insurance Corporation January 1990 - December 1995
Commonwealth Mortgage Company January 1989 - December 1989
Skills
Securities
Education
Boston University School of Law 1995 — 1997
LLM, international banking law and finance
New England Law Boston 1981 — 1984
JD, law
Rutgers University-New Brunswick 1976 — 1980
BA, psychology
Benjamin Betzalel's Brown Brothers Harriman Experience 1995 - 1997
Job QA Lead at Hibu U.S. (formerly Yellowbook USA)
Industry Computer Software
Experience
Hibu U.S. (formerly Yellowbook USA) July 2009 - Present
EasyLobby, Inc. March 2009 - June 2009
Fidelity Investments September 2007 - November 2008
State Street January 2001 - September 2007
State Street October 1999 - January 2001
State Street November 1997 - October 1999
Brown Brothers Harriman 1995 - 1997
The Boston Company/Mellon Trust 1993 - 1995
Thomas Cook Currency Services 1989 - 1992
Skills
User Acceptance Testing, Test Planning, Testing, Regression Testing, SQL, Test Strategy, .NET, Integration, Black Box Testing, Software Development..., GUI, Functional Requirements, Quality Center, Quality Assurance
Education
Brandeis University 2002 — 2003
Computer Software Engineering
University of Massachusetts Boston 1986 — 1989
B.A., Economics
Hibu U.S. (formerly Yellowbook USA) July 2009 - Present
EasyLobby, Inc. March 2009 - June 2009
Fidelity Investments September 2007 - November 2008
State Street January 2001 - September 2007
State Street October 1999 - January 2001
State Street November 1997 - October 1999
Brown Brothers Harriman 1995 - 1997
The Boston Company/Mellon Trust 1993 - 1995
Thomas Cook Currency Services 1989 - 1992
Skills
User Acceptance Testing, Test Planning, Testing, Regression Testing, SQL, Test Strategy, .NET, Integration, Black Box Testing, Software Development..., GUI, Functional Requirements, Quality Center, Quality Assurance
Education
Brandeis University 2002 — 2003
Computer Software Engineering
University of Massachusetts Boston 1986 — 1989
B.A., Economics
John Wiener's Brown Brothers Harriman Experience 2002 - 2004
Job Director
Industry Transportation/Trucking/Railroad
Experience
New York City Transit September 2008 - Present
Philadelphia City Planning Commission 2007 - 2008
Action for Boston Community Development 2004 - 2006
Brown Brothers Harriman 2002 - 2004
Skills
Urban Planning, Budgets, Policy Analysis, Data Analysis, Research, Program Management, ArcGIS, Project Management, GIS, Non-profits, Community Outreach, Sustainability, Public Policy, Government
Education
University of Pennsylvania 2006 — 2008
MCP, City Planning/Transportation
Brown University 1998 — 2002
AB, Economics, Visual Arts
New York City Transit September 2008 - Present
Philadelphia City Planning Commission 2007 - 2008
Action for Boston Community Development 2004 - 2006
Brown Brothers Harriman 2002 - 2004
Skills
Urban Planning, Budgets, Policy Analysis, Data Analysis, Research, Program Management, ArcGIS, Project Management, GIS, Non-profits, Community Outreach, Sustainability, Public Policy, Government
Education
University of Pennsylvania 2006 — 2008
MCP, City Planning/Transportation
Brown University 1998 — 2002
AB, Economics, Visual Arts
Seth Long's Brown Brothers Harriman Experience June 1998 - May 2002
Job Long Real Estate Investment Partners
Industry Real Estate
Experience
Long Real Estate Investment Partners August 2011 - Present
Hillstone Restaurant Group May 2009 - May 2011
Regency Centers July 2005 - April 2009
Coastwood Capital Group 2004 - 2004
Brown Brothers Harriman June 1998 - May 2002
Skills
Financial Modeling, Real Estate, Portfolio Management, Investments, Financial Analysis, Acquisitions, Land Acquisition, Real Estate Acquisitions, Real Estate Development, Real Estate Transactions, Land Development, Interior Design, Architectural Design, Hospitality Management, Concept Development, Concept Design, Visual Arts, Public Speaking, Corporate Real Estate, Strategic Planning, Property Management, Management
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA, Real Estate, Entrepreneurship
Bowdoin College 1994 — 1998
A.B., Neuroscience, Pre-Med
St. Albans School 1990 — 1994
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Long Real Estate Investment Partners August 2011 - Present
Hillstone Restaurant Group May 2009 - May 2011
Regency Centers July 2005 - April 2009
Coastwood Capital Group 2004 - 2004
Brown Brothers Harriman June 1998 - May 2002
Skills
Financial Modeling, Real Estate, Portfolio Management, Investments, Financial Analysis, Acquisitions, Land Acquisition, Real Estate Acquisitions, Real Estate Development, Real Estate Transactions, Land Development, Interior Design, Architectural Design, Hospitality Management, Concept Development, Concept Design, Visual Arts, Public Speaking, Corporate Real Estate, Strategic Planning, Property Management, Management
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA, Real Estate, Entrepreneurship
Bowdoin College 1994 — 1998
A.B., Neuroscience, Pre-Med
St. Albans School 1990 — 1994
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Patrick Fisher's Brown Brothers Harriman Experience January 2010 - September 2010
Job Marketing Associate at Garrison Investment Group
Industry Investment Management
Experience
Garrison Investment Group November 2013 - Present
SAC Capital August 2011 - October 2013
KKR September 2010 - August 2011
Brown Brothers Harriman January 2010 - September 2010
Brown Brothers Harriman August 2008 - January 2010
Skills
Fund Accounting, Financial Analysis, Fund Administration, Bloomberg, Corporate Actions, Hedge Funds, Financial Reporting, Equities
Education
Brown University 2004 — 2008
Economics
Garrison Investment Group November 2013 - Present
SAC Capital August 2011 - October 2013
KKR September 2010 - August 2011
Brown Brothers Harriman January 2010 - September 2010
Brown Brothers Harriman August 2008 - January 2010
Skills
Fund Accounting, Financial Analysis, Fund Administration, Bloomberg, Corporate Actions, Hedge Funds, Financial Reporting, Equities
Education
Brown University 2004 — 2008
Economics
Joseph Regis's Brown Brothers Harriman Experience June 2014 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman January 2011 - May 2014
Brown Brothers Harriman March 2008 - December 2010
Brown Brothers Harriman July 2006 - February 2008
Education
Brown University 2002 — 2006
B.A., Business Economics
Belmont Hill School 1998 — 2002
HS
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman January 2011 - May 2014
Brown Brothers Harriman March 2008 - December 2010
Brown Brothers Harriman July 2006 - February 2008
Education
Brown University 2002 — 2006
B.A., Business Economics
Belmont Hill School 1998 — 2002
HS
Sarah Donohue's Brown Brothers Harriman Experience February 2010 - May 2012
Job RN at Harvard Vanguard Medical Associates
Industry Hospital & Health Care
Experience
Harvard Vanguard Medical Associates November 2014 - Present
Brown Brothers Harriman February 2010 - May 2012
Brown Brothers Harriman 2006 - February 2010
Skills
Nursing, Hospitals, Medication..., Vital Signs, Cpr Certified, Financial Services, Microsoft Excel, Microsoft Word
Education
UMass Boston 2012 — 2013
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Brandeis International Business School 2006 — 2008
MS, Finance
Brandeis University 2001 — 2005
BA, Economics, Politics
Harvard Vanguard Medical Associates November 2014 - Present
Brown Brothers Harriman February 2010 - May 2012
Brown Brothers Harriman 2006 - February 2010
Skills
Nursing, Hospitals, Medication..., Vital Signs, Cpr Certified, Financial Services, Microsoft Excel, Microsoft Word
Education
UMass Boston 2012 — 2013
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Brandeis International Business School 2006 — 2008
MS, Finance
Brandeis University 2001 — 2005
BA, Economics, Politics
Andrea Geoffroy's Brown Brothers Harriman Experience
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Bloomberg, Investments
Education
Bryant University
Brown Brothers Harriman
Skills
Bloomberg, Investments
Education
Bryant University
Daniel Zelano, CAIA's Brown Brothers Harriman Experience May 2011 - Present
Job Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman May 2011 - Present
Credit Suisse September 2004 - December 2010
State Street November 2000 - August 2004
State Street March 1999 - October 2000
State Street July 1996 - March 1999
Skills
Investments, Banking, Fixed Income, Equities, Portfolio Management
Education
Bryant University 1992 — 1996
Brown Brothers Harriman May 2011 - Present
Credit Suisse September 2004 - December 2010
State Street November 2000 - August 2004
State Street March 1999 - October 2000
State Street July 1996 - March 1999
Skills
Investments, Banking, Fixed Income, Equities, Portfolio Management
Education
Bryant University 1992 — 1996
Brendon Chambers's Brown Brothers Harriman Experience August 2012 - Present
Job Lead Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman April 2009 - Present
Skills
Securities
Education
Bridgewater State University 2001 — 2006
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman April 2009 - Present
Skills
Securities
Education
Bridgewater State University 2001 — 2006
Thomas Balestracci's Brown Brothers Harriman Experience January 2008 - May 2009
Job Associate Attorney at Cetrulo LLP
Industry Law Practice
Experience
Cetrulo LLP September 2014 - Present
Cetrulo LLP June 2012 - May 2014
New England Law Boston August 2011 - May 2014
Cetrulo LLP June 2009 - August 2011
Brown Brothers Harriman January 2008 - May 2009
Skills
Criminal Law, Litigation Support, Financial Modeling, Corporate Law, Legal Research, Editing, Westlaw, Spanish, Appeals, Microsoft Office, Commercial Litigation, Lexis, Litigation, Legal Writing, Civil Litigation, Project Management, Trials, Legal Assistance, Personal Injury, Intellectual Property, Arbitration, Mediation, Legal Issues, Courts, Product Liability, Trial Practice, Employment Law, Class Actions, Document Review
Education
New England School of Law 2011 — 2014
Juris Doctor (J.D.)
Brown University 2003 — 2007
Bachelor of Arts (B.A.), Modern American History
Cetrulo LLP September 2014 - Present
Cetrulo LLP June 2012 - May 2014
New England Law Boston August 2011 - May 2014
Cetrulo LLP June 2009 - August 2011
Brown Brothers Harriman January 2008 - May 2009
Skills
Criminal Law, Litigation Support, Financial Modeling, Corporate Law, Legal Research, Editing, Westlaw, Spanish, Appeals, Microsoft Office, Commercial Litigation, Lexis, Litigation, Legal Writing, Civil Litigation, Project Management, Trials, Legal Assistance, Personal Injury, Intellectual Property, Arbitration, Mediation, Legal Issues, Courts, Product Liability, Trial Practice, Employment Law, Class Actions, Document Review
Education
New England School of Law 2011 — 2014
Juris Doctor (J.D.)
Brown University 2003 — 2007
Bachelor of Arts (B.A.), Modern American History
Brendan Norek's Brown Brothers Harriman Experience December 2010 - Present
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2010 - Present
Shoprite January 2002 - December 2010
Merrill Lynch June 2008 - August 2008
Education
Montclair State University 2006 — 2010
B.S. Business Administration, Finance
Brookdale Community College
Associate, Applied Science
Brown Brothers Harriman December 2010 - Present
Shoprite January 2002 - December 2010
Merrill Lynch June 2008 - August 2008
Education
Montclair State University 2006 — 2010
B.S. Business Administration, Finance
Brookdale Community College
Associate, Applied Science
Donna Brand's Brown Brothers Harriman Experience November 2007 - Present
Job Senior Compliance Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2007 - Present
Boston Financial Data Services 2005 - 2007
RPM 2000 - 2005
Sears, Roebuck and Co. 1987 - 2000
Skills
Excel, Customer Relations, Compliance, Securities, Microsoft Excel
Education
Bridgewater State College 1990 — 1995
BS, Accounting
Brown Brothers Harriman November 2007 - Present
Boston Financial Data Services 2005 - 2007
RPM 2000 - 2005
Sears, Roebuck and Co. 1987 - 2000
Skills
Excel, Customer Relations, Compliance, Securities, Microsoft Excel
Education
Bridgewater State College 1990 — 1995
BS, Accounting
Nicole Hebert's Brown Brothers Harriman Experience September 2010 - April 2011
Job Accounts Receivable Manager, Central Market at Marsh & McLennan Companies, Inc.
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. April 2011 - Present
Brown Brothers Harriman September 2010 - April 2011
Brown Brothers Harriman May 2006 - September 2010
Iron Mountain 2003 - 2005
Skills
Team Building, Process Improvement, Financial Analysis, Microsoft Excel, Financial Reporting, Analysis, Account Reconciliation, Outlook, Customer Service, Accounting, Forecasting, Accounts Receivable, Microsoft Word
Education
Bridgewater State University 1998 — 2002
Bachelor of Science, Communication Disorders
Marsh & McLennan Companies, Inc. April 2011 - Present
Brown Brothers Harriman September 2010 - April 2011
Brown Brothers Harriman May 2006 - September 2010
Iron Mountain 2003 - 2005
Skills
Team Building, Process Improvement, Financial Analysis, Microsoft Excel, Financial Reporting, Analysis, Account Reconciliation, Outlook, Customer Service, Accounting, Forecasting, Accounts Receivable, Microsoft Word
Education
Bridgewater State University 1998 — 2002
Bachelor of Science, Communication Disorders
Andrew Rautenberg's Brown Brothers Harriman Experience June 2011 - Present
Job Billing Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2011 - Present
Banc of America Investment Services/Merrill Lynch December 2006 - September 2010
Investors Bank & Trust June 2006 - December 2006
UBS Paine Webber September 2005 - December 2005
Education
Bryant University
BS, Financial Services
Brown Brothers Harriman June 2011 - Present
Banc of America Investment Services/Merrill Lynch December 2006 - September 2010
Investors Bank & Trust June 2006 - December 2006
UBS Paine Webber September 2005 - December 2005
Education
Bryant University
BS, Financial Services
Alina Kirzner's Brown Brothers Harriman Experience May 2006 - Present
Job VP Global Tax Services at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman May 2006 - Present
Ernst & Young November 2001 - April 2006
Skills
Tax, Financial Services, Financial Reporting
Education
Boston University School of Law 2002 — 2005
LLM
Suffolk University Law School 1998 — 2001
JD
Brandeis University 1994 — 1998
BS, Economics
Brown Brothers Harriman May 2006 - Present
Ernst & Young November 2001 - April 2006
Skills
Tax, Financial Services, Financial Reporting
Education
Boston University School of Law 2002 — 2005
LLM
Suffolk University Law School 1998 — 2001
JD
Brandeis University 1994 — 1998
BS, Economics
Rob Van Ihinger's Brown Brothers Harriman Experience September 2007 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2007 - Present
Education
Brock University 1995 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brown Brothers Harriman September 2007 - Present
Education
Brock University 1995 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Cody Farrell's Brown Brothers Harriman Experience October 2014 - February 2015
Job Consultant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - February 2015
Massachusetts Institute of Technology Energy Initiative (MITei) June 2014 - September 2014
Hancock Natural Resource Group December 2013 - January 2014
John Hancock June 2013 - August 2013
Hancock Natural Resouces Group December 2012 - January 2013
New England Country Rentals May 2012 - August 2012
Boston Harbor Cruises May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork
Education
Bridgewater State College 2010 — 2014
Bachelor's degree, Finance, General
Brown Brothers Harriman October 2014 - February 2015
Massachusetts Institute of Technology Energy Initiative (MITei) June 2014 - September 2014
Hancock Natural Resource Group December 2013 - January 2014
John Hancock June 2013 - August 2013
Hancock Natural Resouces Group December 2012 - January 2013
New England Country Rentals May 2012 - August 2012
Boston Harbor Cruises May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork
Education
Bridgewater State College 2010 — 2014
Bachelor's degree, Finance, General
Christian Jordan's Brown Brothers Harriman Experience July 2013 - October 2013
Job Senior Sales and Service Associate at Cerulli Associates
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - October 2013
Mabuzi Custom T-Shirts March 2012 - June 2012
Education
Bryant University 2009 — 2013
BS, Business Administration; Finance
Acton-Boxborough Regional High School 2005 — 2009
Brown Brothers Harriman July 2013 - October 2013
Mabuzi Custom T-Shirts March 2012 - June 2012
Education
Bryant University 2009 — 2013
BS, Business Administration; Finance
Acton-Boxborough Regional High School 2005 — 2009
David LeGendre's Brown Brothers Harriman Experience September 2006 - September 2013
Job Cash/AR Specialist at Tedeschi Food Shops
Industry Retail
Experience
Tedeschi Food Shops, Inc. March 2014 - Present
Brown Brothers Harriman September 2006 - September 2013
State Street July 2005 - September 2006
New York Life & MainStay Investments October 1999 - July 2005
Army National Guard November 1992 - October 2000
Skills
Fund Accounting
Education
Bridgewater State University 1993 — 1998
Bachelor's degree, English Language and Literature/Letters
Tedeschi Food Shops, Inc. March 2014 - Present
Brown Brothers Harriman September 2006 - September 2013
State Street July 2005 - September 2006
New York Life & MainStay Investments October 1999 - July 2005
Army National Guard November 1992 - October 2000
Skills
Fund Accounting
Education
Bridgewater State University 1993 — 1998
Bachelor's degree, English Language and Literature/Letters
Charlie Gaffney's Brown Brothers Harriman Experience January 1997 - November 2003
Job Portfolio Manager at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2007 - Present
Eaton Vance August 2007 - September 2014
Eaton Vance December 2003 - August 2007
Brown Brothers Harriman January 1997 - November 2003
Education
Bowdoin College 1991 — 1995
Bachelor's degree
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.)
Eaton Vance August 2007 - Present
Eaton Vance August 2007 - September 2014
Eaton Vance December 2003 - August 2007
Brown Brothers Harriman January 1997 - November 2003
Education
Bowdoin College 1991 — 1995
Bachelor's degree
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.)
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation