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
Louis Carter Louis Carter's Brown Brothers Harriman Experience March 2015 - Present
Job FX Trading at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman January 2014 - March 2015
Hedgeye Risk Management, LLC May 2012 - August 2012
ZAN Partners Ltd. July 2011 - August 2011
Rumson Country Club June 2006 - June 2011
Skills
Equities
Education
Bucknell University 2009 — 2013
B.S. Interdisciplinary Studies in Mathematics and Economics
New York University in Prague 2012 — 2012
Spring Semester 2012 Abroad
London School of Economics 2011 — 2011
Summer Session, Public Finance
The Taft School 2005 — 2009
High School Diploma
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman January 2014 - March 2015
Hedgeye Risk Management, LLC May 2012 - August 2012
ZAN Partners Ltd. July 2011 - August 2011
Rumson Country Club June 2006 - June 2011
Skills
Equities
Education
Bucknell University 2009 — 2013
B.S. Interdisciplinary Studies in Mathematics and Economics
New York University in Prague 2012 — 2012
Spring Semester 2012 Abroad
London School of Economics 2011 — 2011
Summer Session, Public Finance
The Taft School 2005 — 2009
High School Diploma
Paul Marini Paul Marini's Brown Brothers Harriman Experience March 2014 - Present
Job Vendor Contract Negotiator at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
nextSource December 2011 - November 2013
Dow Jones October 2010 - December 2011
Emcon Associates, Inc. September 2007 - March 2010
Dow Jones September 2005 - August 2007
Dow Jones 2003 - 2005
Dow Jones January 1998 - January 2003
Safety Kleen Corp January 1992 - January 1998
Skills
Strategic Sourcing, Supplier Management, Contract Negotiation, Contract Management, Vendor Management, Public Procurement, Vendor Relationships, Procurement Contracts, Supplier Sourcing, Account Management, Sourcing, Purchasing, Strategy, Procurement, Management, Supply Management, Process Improvement, Negotiation
Education
Brooklyn College 1988 — 1990
Bachelor's degree
University of South Florida 1985 — 1988
City University of New York-Brooklyn College
BA, Communications
Kean University
Graduate Studies, Business Psychology
Rutgers University-New Brunswick
Graduate Studies, Graduate School of Education
Brown Brothers Harriman March 2014 - Present
nextSource December 2011 - November 2013
Dow Jones October 2010 - December 2011
Emcon Associates, Inc. September 2007 - March 2010
Dow Jones September 2005 - August 2007
Dow Jones 2003 - 2005
Dow Jones January 1998 - January 2003
Safety Kleen Corp January 1992 - January 1998
Skills
Strategic Sourcing, Supplier Management, Contract Negotiation, Contract Management, Vendor Management, Public Procurement, Vendor Relationships, Procurement Contracts, Supplier Sourcing, Account Management, Sourcing, Purchasing, Strategy, Procurement, Management, Supply Management, Process Improvement, Negotiation
Education
Brooklyn College 1988 — 1990
Bachelor's degree
University of South Florida 1985 — 1988
City University of New York-Brooklyn College
BA, Communications
Kean University
Graduate Studies, Business Psychology
Rutgers University-New Brunswick
Graduate Studies, Graduate School of Education
Shoya(Shaw) Ojika Shoya(Shaw) Ojika's Brown Brothers Harriman Experience June 2015 - Present
Job Carnegie Mellon Tepper School of Business MBA Candidate, Class of 2015
Industry Investment Banking
Experience
Brown Brothers Harriman June 2015 - Present
Carnegie Mellon Tepper School of Business August 2013 - May 2015
Daiwa Securities Co. Ltd. June 2012 - July 2013
Daiwa Securities Co. Ltd. April 2012 - May 2012
Daiwa Securities Capital Markets Co. Ltd. July 2011 - March 2012
Daiwa Securities Capital Markets Co. Ltd. April 2011 - June 2011
Daiwa Securities Capital Markets Co. Ltd. April 2009 - March 2011
Daiwa Securities SMBC Co. Ltd. April 2009 - December 2009
Daiwa Securities SMBC Co. Ltd. October 2008 - March 2009
Daiwa Securities SMBC Co. Ltd. April 2008 - October 2008
Skills
Project Management, Equity Capital Markets, Securities Offerings, Private Placements, Disclosure, Financial Structuring, Legal Documents, Corporate Law, Securities Regulation, Due Diligence, Financial Analysis, Investor Relations, Corporate Governance, Logical Thinker, Corporate Finance, Written Communication, Microsoft Word, Microsoft Excel, Commercial Banking, Convertible Bonds, Japanese business...
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Operations Management, Information System, Accounting, and Finance, Master of Business Administration (MBA)
東京大学 / The University of Tokyo 2006 — 2007
法学部第２類（公法コース）/Department Ⅱ(Public Law), Faculty of Law, 法学士/ Bachelor of Laws
東京大学 / The University of Tokyo 2002 — 2006
法学部第１類（私法コース）/Department Ⅰ(Private Law), Faculty of Law, 法学士/ Bachelor of Laws
栃木県立栃木高等学校 / Tochigi High School 1999 — 2002
Brown Brothers Harriman June 2015 - Present
Carnegie Mellon Tepper School of Business August 2013 - May 2015
Daiwa Securities Co. Ltd. June 2012 - July 2013
Daiwa Securities Co. Ltd. April 2012 - May 2012
Daiwa Securities Capital Markets Co. Ltd. July 2011 - March 2012
Daiwa Securities Capital Markets Co. Ltd. April 2011 - June 2011
Daiwa Securities Capital Markets Co. Ltd. April 2009 - March 2011
Daiwa Securities SMBC Co. Ltd. April 2009 - December 2009
Daiwa Securities SMBC Co. Ltd. October 2008 - March 2009
Daiwa Securities SMBC Co. Ltd. April 2008 - October 2008
Skills
Project Management, Equity Capital Markets, Securities Offerings, Private Placements, Disclosure, Financial Structuring, Legal Documents, Corporate Law, Securities Regulation, Due Diligence, Financial Analysis, Investor Relations, Corporate Governance, Logical Thinker, Corporate Finance, Written Communication, Microsoft Word, Microsoft Excel, Commercial Banking, Convertible Bonds, Japanese business...
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Operations Management, Information System, Accounting, and Finance, Master of Business Administration (MBA)
東京大学 / The University of Tokyo 2006 — 2007
法学部第２類（公法コース）/Department Ⅱ(Public Law), Faculty of Law, 法学士/ Bachelor of Laws
東京大学 / The University of Tokyo 2002 — 2006
法学部第１類（私法コース）/Department Ⅰ(Private Law), Faculty of Law, 法学士/ Bachelor of Laws
栃木県立栃木高等学校 / Tochigi High School 1999 — 2002
Marcus Lam Marcus Lam's Brown Brothers Harriman Experience March 2006 - Present
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2006 - Present
CheckFree Investment Services April 1999 - March 2004
Bear Stearns Co, Inc. June 1997 - April 1999
Prudential Financial March 1995 - June 1997
Smith Barney Shearson February 1993 - June 1995
Skills
Trading, Business Analysis, Fixed Income, Derivatives, Trading Systems, Financial Services, Bloomberg, Middle Office, Finance, Capital Markets, Investment Management, Financial Markets, Investments, Equities, Bonds, Securities, Asset Management, Investment Banking
Education
Hunter College 1989 — 1995
Bachelor's degree, Political Science and Government
Brown Brothers Harriman March 2006 - Present
CheckFree Investment Services April 1999 - March 2004
Bear Stearns Co, Inc. June 1997 - April 1999
Prudential Financial March 1995 - June 1997
Smith Barney Shearson February 1993 - June 1995
Skills
Trading, Business Analysis, Fixed Income, Derivatives, Trading Systems, Financial Services, Bloomberg, Middle Office, Finance, Capital Markets, Investment Management, Financial Markets, Investments, Equities, Bonds, Securities, Asset Management, Investment Banking
Education
Hunter College 1989 — 1995
Bachelor's degree, Political Science and Government
Bridget Wilcox's Brown Brothers Harriman Experience June 2011 - June 2011
Job Wealth Management GTP Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2014 - Present
UBS Wealth Management June 2013 - August 2013
Somerset Hills Group (UBS) June 2012 - June 2012
The Walsh Company July 2011 - July 2011
Brown Brothers Harriman June 2011 - June 2011
Skills
Bloomberg, Portfolio Management, Finance, Capital Markets, Microsoft Excel, Research, Management, PowerPoint, Microsoft Office, Microsoft Word
Education
Bucknell University 2010 — 2014
BSBA, Business Management, Minor in Chinese, Cum Laude
The Taft School 2006 — 2010
High School
UBS Wealth Management August 2014 - Present
UBS Wealth Management June 2013 - August 2013
Somerset Hills Group (UBS) June 2012 - June 2012
The Walsh Company July 2011 - July 2011
Brown Brothers Harriman June 2011 - June 2011
Skills
Bloomberg, Portfolio Management, Finance, Capital Markets, Microsoft Excel, Research, Management, PowerPoint, Microsoft Office, Microsoft Word
Education
Bucknell University 2010 — 2014
BSBA, Business Management, Minor in Chinese, Cum Laude
The Taft School 2006 — 2010
High School
Emily Novak's Brown Brothers Harriman Experience June 2015 - Present
Job Administrative Assistant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Pepe Infiniti July 2013 - June 2015
Muhlenberg College August 2012 - May 2013
Tazza Cafe May 2011 - July 2012
Bucknell University Athletic Communications Department January 2012 - May 2012
Bucknell University August 2008 - May 2012
Columbia University, Substance Treatment And Research Services (STARS) May 2011 - August 2011
Mount Kisco Country Club June 2008 - August 2010
Yorktown Pizza and Pasta September 2004 - August 2008
Skills
PowerPoint, StatCrew, Photoshop, InDesign, Adobe Contribute, Netitor, Velos eResearch, Word, Excel, SPSS, StudyTRAX, Facebook, Twitter, Dreamweaver, Wordpress, Microsoft Excel, AS400, Microsoft Word, Microsoft Office, Social Media, Research, Writing, Customer Service, Event Planning, Fundraising
Education
Bucknell University 2008 — 2012
Bachelor of Arts, Political Science
Kennedy Catholic High School 2004 — 2008
Brown Brothers Harriman June 2015 - Present
Pepe Infiniti July 2013 - June 2015
Muhlenberg College August 2012 - May 2013
Tazza Cafe May 2011 - July 2012
Bucknell University Athletic Communications Department January 2012 - May 2012
Bucknell University August 2008 - May 2012
Columbia University, Substance Treatment And Research Services (STARS) May 2011 - August 2011
Mount Kisco Country Club June 2008 - August 2010
Yorktown Pizza and Pasta September 2004 - August 2008
Skills
PowerPoint, StatCrew, Photoshop, InDesign, Adobe Contribute, Netitor, Velos eResearch, Word, Excel, SPSS, StudyTRAX, Facebook, Twitter, Dreamweaver, Wordpress, Microsoft Excel, AS400, Microsoft Word, Microsoft Office, Social Media, Research, Writing, Customer Service, Event Planning, Fundraising
Education
Bucknell University 2008 — 2012
Bachelor of Arts, Political Science
Kennedy Catholic High School 2004 — 2008
Jessica Sacco's Brown Brothers Harriman Experience June 2010 - Present
Job Team Leader Fund Services, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Photoshop, Teaching, Strategic Planning
Education
Suffolk University 2011 — 2015
Master of Business Administration (MBA), Organizational Behavior Studies
Bryant University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Brown Brothers Harriman June 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Photoshop, Teaching, Strategic Planning
Education
Suffolk University 2011 — 2015
Master of Business Administration (MBA), Organizational Behavior Studies
Bryant University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Grace O'Connor Grace O'Connor's Brown Brothers Harriman Experience March 2007 - February 2008
Job Director of Admissions and Development Associate for Buffalo Prep
Industry Nonprofit Organization Management
Experience
Buffalo Prep August 2009 - Present
O'Connor Paper Fibres October 2008 - May 2009
Jones Lang LaSalle May 2008 - October 2008
Brown Brothers Harriman March 2007 - February 2008
Block Property Management September 2006 - December 2006
Skills
Fundraising, Public Speaking, Non-profits, Social Media, Event Planning, Event Management, Project Management, Admissions, Higher Education, Microsoft Excel, Program Development, Nonprofits, Community Outreach
Education
Canisius College 2011 — 2014
Master of Science (M.S.), Communication and Leadership: Managing Not-for-Profit Organizations
University at Buffalo 2004 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Buffalo Prep August 2009 - Present
O'Connor Paper Fibres October 2008 - May 2009
Jones Lang LaSalle May 2008 - October 2008
Brown Brothers Harriman March 2007 - February 2008
Block Property Management September 2006 - December 2006
Skills
Fundraising, Public Speaking, Non-profits, Social Media, Event Planning, Event Management, Project Management, Admissions, Higher Education, Microsoft Excel, Program Development, Nonprofits, Community Outreach
Education
Canisius College 2011 — 2014
Master of Science (M.S.), Communication and Leadership: Managing Not-for-Profit Organizations
University at Buffalo 2004 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Jorge Montañez Jr. Jorge Montañez Jr.'s Brown Brothers Harriman Experience May 2014 - Present
Job Relationship Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman January 2008 - May 2014
Citi May 2006 - January 2008
Lockwood Advisors, Inc. May 2005 - May 2006
PFPC September 2004 - April 2005
Bank of America August 2003 - September 2004
Skills
Fluent in Spanish, Banking, Equities, Relationship Management, Fixed Income, Securities, Analysis, Leadership, Training, Mutual Funds, Financial Services, Corporate Actions, Coaching, Back Office, Bonds, Account Reconciliation, Management, Portfolio Management, Finance, Global Custody, Client Services, Middle Office, Business Strategy, Settlement, AML, Risk Management
Education
Bucknell University 1999 — 2003
Bachelor's of Science in Business Administration, BSBA, Business Administration and Management, General
Reading High School 1995 — 1999
High School, Advanced Placement
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman January 2008 - May 2014
Citi May 2006 - January 2008
Lockwood Advisors, Inc. May 2005 - May 2006
PFPC September 2004 - April 2005
Bank of America August 2003 - September 2004
Skills
Fluent in Spanish, Banking, Equities, Relationship Management, Fixed Income, Securities, Analysis, Leadership, Training, Mutual Funds, Financial Services, Corporate Actions, Coaching, Back Office, Bonds, Account Reconciliation, Management, Portfolio Management, Finance, Global Custody, Client Services, Middle Office, Business Strategy, Settlement, AML, Risk Management
Education
Bucknell University 1999 — 2003
Bachelor's of Science in Business Administration, BSBA, Business Administration and Management, General
Reading High School 1995 — 1999
High School, Advanced Placement
Mikhail Peralto Mikhail Peralto's Brown Brothers Harriman Experience July 2013 - Present
Job Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - Present
Bryant University January 2013 - May 2013
Connecting for Children & Families January 2013 - April 2013
Bryant University April 2012 - January 2013
Ingrid M. Forbes Event Planning January 2007 - October 2012
Vector Marketing Corporation February 2012 - May 2012
South South Global Technology and Exchange September 2011 - December 2011
Skills
Chinese, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Microsoft Office, English, Customer Service, Time Management, Teamwork, Research, Foreign Languages, Coordination, Financial Services, Finance, Financial Modeling, Strategic Planning, Analysis, Marketing, Data Analysis, Management, Leadership
Education
Bryant University 2009 — 2013
Bachelor of Science (B.S.), International Business, Concentration:Finance, Minor: Chinese, International Finance, Senior
Fudan University 2011 — 2011
Junior
Campion College 2003 — 2009
Brown Brothers Harriman July 2013 - Present
Bryant University January 2013 - May 2013
Connecting for Children & Families January 2013 - April 2013
Bryant University April 2012 - January 2013
Ingrid M. Forbes Event Planning January 2007 - October 2012
Vector Marketing Corporation February 2012 - May 2012
South South Global Technology and Exchange September 2011 - December 2011
Skills
Chinese, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Microsoft Office, English, Customer Service, Time Management, Teamwork, Research, Foreign Languages, Coordination, Financial Services, Finance, Financial Modeling, Strategic Planning, Analysis, Marketing, Data Analysis, Management, Leadership
Education
Bryant University 2009 — 2013
Bachelor of Science (B.S.), International Business, Concentration:Finance, Minor: Chinese, International Finance, Senior
Fudan University 2011 — 2011
Junior
Campion College 2003 — 2009
Jean Vukek-Rao Jean Vukek-Rao's Brown Brothers Harriman Experience July 1988 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 1988 - Present
Skills
Fixed Income, Equities, Mutual Funds, Hedge Funds, Securities, Global Custody, Bloomberg, Alternative Investments, Series 7, Investments, Derivatives, Asset Managment
Education
Cayuga County Community College 2012 — 2013
College of Staten Island 1992 — 1994
Business/Managerial Economics
Brown Brothers Harriman July 1988 - Present
Skills
Fixed Income, Equities, Mutual Funds, Hedge Funds, Securities, Global Custody, Bloomberg, Alternative Investments, Series 7, Investments, Derivatives, Asset Managment
Education
Cayuga County Community College 2012 — 2013
College of Staten Island 1992 — 1994
Business/Managerial Economics
Shana (Caeleigh) Stuart Shana (Caeleigh) Stuart's Brown Brothers Harriman Experience June 2012 - January 2013
Job HR Director at Design Communications Ltd.
Industry Human Resources
Experience
Design Communications Ltd. October 2013 - Present
Design Communications Ltd. January 2013 - Present
Brown Brothers Harriman June 2012 - January 2013
Eliassen Group Life Sciences Consulting October 2011 - May 2012
Planned Parenthood League of Massachusetts August 2009 - October 2011
Suffolk County House of Corrections / Bunker Hill Community College - Offender Re-Entry Program September 2008 - January 2009
Upham's Corner Main Street January 2008 - June 2008
Skills
Microsoft Office, Problem Solving, Research, Customer Service, Adobe Creative Suite, Self Starter, Supervisory Skills, Event Planning, Training & Development, Applicant Tracking..., Recruiting, PeopleSoft, Microsoft Excel, Lotus Notes, Outlook Express, Microsoft Publisher, Photoshop, PowerPoint, Organization, People-oriented, Friendly Demeanor, Patent Searching, Presentations, Resume Writing, Screening Resumes, Resume Review, Human Resources, Fast Learner, Talent Acquisition, Temporary Placement, Sourcing, Outlook, Management, HR Policies, Vendor Management, Job Descriptions, Leadership, Career Counseling, Inmate Rehabilitation, Life Skills Counseling, Teaching Writing, English Grammar and..., Correcting Papers, Employee Training, Talent Management, Internet Recruiting, Onboarding, Training, Interviews, Employee Benefits
Education
Wentworth Institute of Technology 2003 — 2008
Bachelor of Science, Management
California State University-San Marcos - College of Business Administration 2013 — 2014
Fundamentals of HR Management Certificate, Human Resources Management
Coursework at BHCC 2012 — 2012
SHRM Human Resources Course, Human Resources
Design Communications Ltd. October 2013 - Present
Design Communications Ltd. January 2013 - Present
Brown Brothers Harriman June 2012 - January 2013
Eliassen Group Life Sciences Consulting October 2011 - May 2012
Planned Parenthood League of Massachusetts August 2009 - October 2011
Suffolk County House of Corrections / Bunker Hill Community College - Offender Re-Entry Program September 2008 - January 2009
Upham's Corner Main Street January 2008 - June 2008
Skills
Microsoft Office, Problem Solving, Research, Customer Service, Adobe Creative Suite, Self Starter, Supervisory Skills, Event Planning, Training & Development, Applicant Tracking..., Recruiting, PeopleSoft, Microsoft Excel, Lotus Notes, Outlook Express, Microsoft Publisher, Photoshop, PowerPoint, Organization, People-oriented, Friendly Demeanor, Patent Searching, Presentations, Resume Writing, Screening Resumes, Resume Review, Human Resources, Fast Learner, Talent Acquisition, Temporary Placement, Sourcing, Outlook, Management, HR Policies, Vendor Management, Job Descriptions, Leadership, Career Counseling, Inmate Rehabilitation, Life Skills Counseling, Teaching Writing, English Grammar and..., Correcting Papers, Employee Training, Talent Management, Internet Recruiting, Onboarding, Training, Interviews, Employee Benefits
Education
Wentworth Institute of Technology 2003 — 2008
Bachelor of Science, Management
California State University-San Marcos - College of Business Administration 2013 — 2014
Fundamentals of HR Management Certificate, Human Resources Management
Coursework at BHCC 2012 — 2012
SHRM Human Resources Course, Human Resources
Ted Boudria Ted Boudria's Brown Brothers Harriman Experience September 1995 - August 2011
Job Vice President Fund Administration at State Street Bank
Industry Financial Services
Experience
State Street Bank August 2011 - Present
Brown Brothers Harriman September 1995 - August 2011
Investors Bank & Trust January 1994 - January 1995
Skills
Fund Administration, Mutual Funds, Fund Accounting, Bloomberg, Equities, Financial Reporting, Financial Services, Fixed Income, Hedge Funds, Securities, Alternative Investments, Derivatives, Asset Management, Global Custody, Corporate Actions, Investments
Education
Suffolk University 1998 — 2000
Masters Degree in Finance, Finance
Bryant University
Bachelor Business Administration, Finance
State Street Bank August 2011 - Present
Brown Brothers Harriman September 1995 - August 2011
Investors Bank & Trust January 1994 - January 1995
Skills
Fund Administration, Mutual Funds, Fund Accounting, Bloomberg, Equities, Financial Reporting, Financial Services, Fixed Income, Hedge Funds, Securities, Alternative Investments, Derivatives, Asset Management, Global Custody, Corporate Actions, Investments
Education
Suffolk University 1998 — 2000
Masters Degree in Finance, Finance
Bryant University
Bachelor Business Administration, Finance
Justin Maples Justin Maples's Brown Brothers Harriman Experience June 1997 - July 2001
Job Tax Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2010 - Present
Brown Brothers Harriman June 1997 - July 2001
Skills
Mutual Funds, Accounting, Financial Reporting, Financial Analysis, Securities, Microsoft Excel, Management, Leadership, Customer Service, Equities, Public Speaking, Process Improvement, Microsoft Office, Budgets, Microsoft Word, Finance
Education
Centenary College 1994 — 1996
Business Administration and Management, General
Niagara University 1991 — 1994
Business/Corporate Communications, Senior
Academic HS 1987 — 1991
Fidelity Investments February 2010 - Present
Brown Brothers Harriman June 1997 - July 2001
Skills
Mutual Funds, Accounting, Financial Reporting, Financial Analysis, Securities, Microsoft Excel, Management, Leadership, Customer Service, Equities, Public Speaking, Process Improvement, Microsoft Office, Budgets, Microsoft Word, Finance
Education
Centenary College 1994 — 1996
Business Administration and Management, General
Niagara University 1991 — 1994
Business/Corporate Communications, Senior
Academic HS 1987 — 1991
Kyle Turcotte's Brown Brothers Harriman Experience July 2011 - December 2011
Job Analyst at Concentric Energy Advisors
Industry Financial Services
Experience
Concentric Energy Advisors January 2015 - Present
Northeastern University September 2010 - May 2014
Goldman Sachs July 2013 - December 2013
Manulife Asset Management July 2012 - January 2013
Brown Brothers Harriman July 2011 - December 2011
Skills
Financial Analysis, Investments, Research, Microsoft Excel, Manage Client..., Renewable Energy, Climate Change, Economics, Policy, PowerPoint, Wealth Management, Asset Management, Management Consulting, Financial Modeling, Valuation, Business Development, Strategy, Risk Management, Mergers & Acquisitions
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Business Administration; Finance, Economics Minor, 3.7 GPA
Bryant University 2009 — 2010
Bachelor of Science in Business Administration, Finance
Cheverus High School 2005 — 2009
High School
Concentric Energy Advisors January 2015 - Present
Northeastern University September 2010 - May 2014
Goldman Sachs July 2013 - December 2013
Manulife Asset Management July 2012 - January 2013
Brown Brothers Harriman July 2011 - December 2011
Skills
Financial Analysis, Investments, Research, Microsoft Excel, Manage Client..., Renewable Energy, Climate Change, Economics, Policy, PowerPoint, Wealth Management, Asset Management, Management Consulting, Financial Modeling, Valuation, Business Development, Strategy, Risk Management, Mergers & Acquisitions
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Business Administration; Finance, Economics Minor, 3.7 GPA
Bryant University 2009 — 2010
Bachelor of Science in Business Administration, Finance
Cheverus High School 2005 — 2009
High School
George Plummer, Jr.'s Brown Brothers Harriman Experience November 2007 - July 2010
Job Associate Attorney at Winston & Strawn LLP
Industry Law Practice
Experience
Winston & Strawn LLP October 2013 - Present
Legal Aid Society August 2013 - October 2013
Winston & Strawn LLP May 2012 - July 2012
Pepsi Beverages Company June 2011 - August 2011
Brown Brothers Harriman November 2007 - July 2010
Skills
Due Diligence, Employment Law, International Law, Licensing, Legal Assistance, Litigation Support, Lexis, Trademarks, Legal Advice, Bankruptcy, Arbitration, Policy Analysis, Restructuring, Real Estate, Courts, Public Policy, Legal Issues, Venture Capital, Equities, Bloomberg, Dispute Resolution, Corporate Finance
Education
Saint John's University School of Law 2010 — 2013
Juris Doctor, Law
Colgate University 2003 — 2007
B.A., Political Science
Choate Rosemary Hall 1999 — 2003
Winston & Strawn LLP October 2013 - Present
Legal Aid Society August 2013 - October 2013
Winston & Strawn LLP May 2012 - July 2012
Pepsi Beverages Company June 2011 - August 2011
Brown Brothers Harriman November 2007 - July 2010
Skills
Due Diligence, Employment Law, International Law, Licensing, Legal Assistance, Litigation Support, Lexis, Trademarks, Legal Advice, Bankruptcy, Arbitration, Policy Analysis, Restructuring, Real Estate, Courts, Public Policy, Legal Issues, Venture Capital, Equities, Bloomberg, Dispute Resolution, Corporate Finance
Education
Saint John's University School of Law 2010 — 2013
Juris Doctor, Law
Colgate University 2003 — 2007
B.A., Political Science
Choate Rosemary Hall 1999 — 2003
Shannon Horrigan Shannon Horrigan's Brown Brothers Harriman Experience October 2014 - Present
Job Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2013 - October 2014
Brown Brothers Harriman September 2012 - September 2013
Nordstrom June 2010 - January 2012
Bucknell University August 2011 - December 2011
Packwood House Museum February 2010 - May 2010
Campari's Bistro May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Lotus Notes, Bloomberg Terminal, Microsoft Word, PowerPoint, Teamwork, Sales, Leadership
Education
Bucknell University 2008 — 2012
Bachelor of Arts, Economics and Political Science, 3.81
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2013 - October 2014
Brown Brothers Harriman September 2012 - September 2013
Nordstrom June 2010 - January 2012
Bucknell University August 2011 - December 2011
Packwood House Museum February 2010 - May 2010
Campari's Bistro May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Lotus Notes, Bloomberg Terminal, Microsoft Word, PowerPoint, Teamwork, Sales, Leadership
Education
Bucknell University 2008 — 2012
Bachelor of Arts, Economics and Political Science, 3.81
Sejal Chokshi Kelly's Brown Brothers Harriman Experience May 2000 - May 2000
Job Experienced Client Service Professional
Industry Management Consulting
Experience
Deloitte Transactions and Business Analytics LLP April 2012 - Present
CRG Partners January 2009 - April 2012
CRG Partners Group LLC (formerly TRG) July 2007 - December 2008
TRG (The Recovery Group) May 2000 - July 2007
Brown Brothers Harriman May 2000 - May 2000
State Street Corp 1996 - 1998
Skills
Financial Modeling, Valuation, Business Strategy, Financial Reporting, Due Diligence, Bankruptcy, Private Equity, Restructuring, Mergers & Acquisitions, Acquisition Integration, Corporate Finance, Financial Analysis, Management Consulting, Business Valuation, Finance, Investments, Consulting
Education
Pace University - Lubin School of Business 1998 — 1999
MBA, Financial Management
Bryant University 1992 — 1996
BS, Finance, CIS
Northern Valley - Demarest 1988 — 1992
Deloitte Transactions and Business Analytics LLP April 2012 - Present
CRG Partners January 2009 - April 2012
CRG Partners Group LLC (formerly TRG) July 2007 - December 2008
TRG (The Recovery Group) May 2000 - July 2007
Brown Brothers Harriman May 2000 - May 2000
State Street Corp 1996 - 1998
Skills
Financial Modeling, Valuation, Business Strategy, Financial Reporting, Due Diligence, Bankruptcy, Private Equity, Restructuring, Mergers & Acquisitions, Acquisition Integration, Corporate Finance, Financial Analysis, Management Consulting, Business Valuation, Finance, Investments, Consulting
Education
Pace University - Lubin School of Business 1998 — 1999
MBA, Financial Management
Bryant University 1992 — 1996
BS, Finance, CIS
Northern Valley - Demarest 1988 — 1992
Abra Nicolle Nowitz's Brown Brothers Harriman Experience 1996 - 1998
Job Associate Broker at The Corcoran Group
Industry Real Estate
Experience
The Corcoran Goup January 2008 - Present
AbraInk/Arriviste Press February 2000 - December 2007
The Griswold Company, Inc April 1998 - January 2000
Brown Brothers Harriman 1996 - 1998
Skills
Real Estate, Negotiation, Selling, Investment Properties, Real Estate Transactions, Residential Homes, Property, Marketing, Sales, Buyers, Apartments, Condos, Relocation, Investors, Real Estate Development, Rentals, Sellers, Strategic Planning, Investments
Education
Institute of Culinary Education 2002 — 2002
Most of a certificate of Culinary Arts
Baruch College--Zicklin School of Business 2000 — 2002
MBA, Management
Carnegie Mellon University 1991 — 1994
BA, Professional Writing and Industrial Management
Emma Willard School 1986 — 1990
High School Diploma
The Corcoran Goup January 2008 - Present
AbraInk/Arriviste Press February 2000 - December 2007
The Griswold Company, Inc April 1998 - January 2000
Brown Brothers Harriman 1996 - 1998
Skills
Real Estate, Negotiation, Selling, Investment Properties, Real Estate Transactions, Residential Homes, Property, Marketing, Sales, Buyers, Apartments, Condos, Relocation, Investors, Real Estate Development, Rentals, Sellers, Strategic Planning, Investments
Education
Institute of Culinary Education 2002 — 2002
Most of a certificate of Culinary Arts
Baruch College--Zicklin School of Business 2000 — 2002
MBA, Management
Carnegie Mellon University 1991 — 1994
BA, Professional Writing and Industrial Management
Emma Willard School 1986 — 1990
High School Diploma
Denisha Peña Denisha Peña's Brown Brothers Harriman Experience December 2014 - Present
Job Client Account Manager at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman December 2014 - Present
Target June 2014 - December 2014
BAI Lifestyles, LLC. December 2012 - November 2014
A.T. Cross Company March 2014 - May 2014
T-Mobile June 2012 - January 2014
Boston Public Schools December 2010 - January 2014
A.T. Cross Company June 2013 - August 2013
Multicultural Student Union April 2012 - April 2013
Bryant University March 2012 - September 2012
Skills
Social Media, Spanish, PowerPoint, Microsoft Word, Customer Service, Social Media Marketing, Public Relations, Event Planning, Sales, Research, Photoshop, English, Outlook, Translation, Writing, Facebook, Management, Leadership, Teamwork, Communication, Time Management, Recruiting, Team Building
Education
Bunker Hill Community College 2014 — 2015
Associate's Degree, Finance, 4.0
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing; Minors in Spanish and Management
Lexington High School 2006 — 2010
Brown Brothers Harriman December 2014 - Present
Target June 2014 - December 2014
BAI Lifestyles, LLC. December 2012 - November 2014
A.T. Cross Company March 2014 - May 2014
T-Mobile June 2012 - January 2014
Boston Public Schools December 2010 - January 2014
A.T. Cross Company June 2013 - August 2013
Multicultural Student Union April 2012 - April 2013
Bryant University March 2012 - September 2012
Skills
Social Media, Spanish, PowerPoint, Microsoft Word, Customer Service, Social Media Marketing, Public Relations, Event Planning, Sales, Research, Photoshop, English, Outlook, Translation, Writing, Facebook, Management, Leadership, Teamwork, Communication, Time Management, Recruiting, Team Building
Education
Bunker Hill Community College 2014 — 2015
Associate's Degree, Finance, 4.0
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing; Minors in Spanish and Management
Lexington High School 2006 — 2010
Soji Elvin, MBA Soji Elvin, MBA's Brown Brothers Harriman Experience April 2008 - June 2014
Job Associate, Financial Analyst, Investment Operations
Industry Financial Services
Experience
GENPACT June 2014 - Present
Brown Brothers Harriman April 2008 - June 2014
Zoomer Realty Corporation June 2006 - April 2008
Skills
Bloomberg, Corporate Actions, Finance, Mutual Funds, Financial Services, Securities, Capital Markets, Euroclear, DTC, Fixed Income, Equities, Investment Banking, Settlement, Asset Management, Back Office, Real Estate, Economics, Property Valuation, Cash Flow Analysis, Financial Modeling
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Financial Management
City University of New York City College 2006 — 2007
MA, Economics
Marymount Manhattan College 1997 — 2002
BA, Political Science
GENPACT June 2014 - Present
Brown Brothers Harriman April 2008 - June 2014
Zoomer Realty Corporation June 2006 - April 2008
Skills
Bloomberg, Corporate Actions, Finance, Mutual Funds, Financial Services, Securities, Capital Markets, Euroclear, DTC, Fixed Income, Equities, Investment Banking, Settlement, Asset Management, Back Office, Real Estate, Economics, Property Valuation, Cash Flow Analysis, Financial Modeling
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Financial Management
City University of New York City College 2006 — 2007
MA, Economics
Marymount Manhattan College 1997 — 2002
BA, Political Science
Justin T. LeBlanc's Brown Brothers Harriman Experience November 2011 - November 2012
Job Trade Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
Brown Brothers Harriman November 2011 - November 2012
AXA Advisors September 2011 - November 2011
Fidelity Investments June 2007 - August 2010
Skills
Bloomberg Terminal, Reuters, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Finance and Entrepreneurship & Emerging Enterprises
City University of Hong Kong
Southeast Asian Politics & International Business
BNY Mellon November 2012 - Present
Brown Brothers Harriman November 2011 - November 2012
AXA Advisors September 2011 - November 2011
Fidelity Investments June 2007 - August 2010
Skills
Bloomberg Terminal, Reuters, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Finance and Entrepreneurship & Emerging Enterprises
City University of Hong Kong
Southeast Asian Politics & International Business
Joel Coleman-Nakai Joel Coleman-Nakai's Brown Brothers Harriman Experience 1998 - 1999
Job Registered Nurse
Industry Hospital & Health Care
Experience
Concordia University, Irvine 2011 - 2012
Napa Valley Vintners 2009 - 2009
Mollydooker Wines 2007 - 2009
Wine Garage 2006 - 2006
Chateau Montelena 2002 - 2005
William Morris Agency 1999 - 2001
Brown Brothers Harriman 1998 - 1999
Columbia University 1996 - 1997
Education
Carleton College 1991 — 1995
BA, International Relations, Pre-Med
Concordia University, Irvine 2011 - 2012
Napa Valley Vintners 2009 - 2009
Mollydooker Wines 2007 - 2009
Wine Garage 2006 - 2006
Chateau Montelena 2002 - 2005
William Morris Agency 1999 - 2001
Brown Brothers Harriman 1998 - 1999
Columbia University 1996 - 1997
Education
Carleton College 1991 — 1995
BA, International Relations, Pre-Med
Douglas Wong Douglas Wong's Brown Brothers Harriman Experience 2008 - 2010
Job Managing Director at Fidelity National Information Services
Industry Banking
Experience
Fidelity National Information Services 2013 - Present
Ernst & Young 2010 - 2012
Brown Brothers Harriman 2008 - 2010
Citigroup Global Markets Inc. 2005 - 2008
Federal Reserve Bank of New York 1993 - 2005
Office of Thrift Supervision 1989 - 1993
Federal Deposit Insurance Corporation 1986 - 1989
Skills
AML, Financial Risk, OFAC, Risk Management, KYC, Banking, USA PATRIOT Act, Due Diligence, Credit, Financial Regulation, Asset Management, Financial Institutions, Capital Markets, Analysis, Credit Risk, Securities, Operational Risk..., Finance, Enterprise Risk..., Financial Services, Trading, Derivatives, Management Consulting, Operational Risk, Regulations, Fixed Income
Education
City University of New York-Herbert H. Lehman College
BA, Business Administration
Fordham University
Federal Reserve Commissioned Senior Examiner
Fidelity National Information Services 2013 - Present
Ernst & Young 2010 - 2012
Brown Brothers Harriman 2008 - 2010
Citigroup Global Markets Inc. 2005 - 2008
Federal Reserve Bank of New York 1993 - 2005
Office of Thrift Supervision 1989 - 1993
Federal Deposit Insurance Corporation 1986 - 1989
Skills
AML, Financial Risk, OFAC, Risk Management, KYC, Banking, USA PATRIOT Act, Due Diligence, Credit, Financial Regulation, Asset Management, Financial Institutions, Capital Markets, Analysis, Credit Risk, Securities, Operational Risk..., Finance, Enterprise Risk..., Financial Services, Trading, Derivatives, Management Consulting, Operational Risk, Regulations, Fixed Income
Education
City University of New York-Herbert H. Lehman College
BA, Business Administration
Fordham University
Federal Reserve Commissioned Senior Examiner
Joshua Mallory Joshua Mallory's Brown Brothers Harriman Experience February 2011 - August 2012
Job Tax Manager at State Street Bank
Industry Banking
Experience
State Street May 2015 - Present
JPMorgan Chase February 2013 - May 2015
JPMorgan Chase August 2012 - February 2013
Brown Brothers Harriman February 2011 - August 2012
Skills
Financial Analysis, Microsoft Office, Lotus Notes, Dreamweaver, Customer Service, Databases, Financial Services, Tax Research, Securities, Corporate Actions, Mutual Funds, Microsoft Excel, PowerPoint, Withholding Tax, Tax Preparation, OLE, Partnership Taxation, RIC Taxation
Education
Emmanuel College 2007 — 2010
Bachelor of Arts, Management
Chaminade University of Honolulu 2006 — 2007
Bachelor of Arts, International Studies
State Street May 2015 - Present
JPMorgan Chase February 2013 - May 2015
JPMorgan Chase August 2012 - February 2013
Brown Brothers Harriman February 2011 - August 2012
Skills
Financial Analysis, Microsoft Office, Lotus Notes, Dreamweaver, Customer Service, Databases, Financial Services, Tax Research, Securities, Corporate Actions, Mutual Funds, Microsoft Excel, PowerPoint, Withholding Tax, Tax Preparation, OLE, Partnership Taxation, RIC Taxation
Education
Emmanuel College 2007 — 2010
Bachelor of Arts, Management
Chaminade University of Honolulu 2006 — 2007
Bachelor of Arts, International Studies
Cristina Fraser Cristina Fraser's Brown Brothers Harriman Experience February 2014 - November 2014
Job VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
Brown Brothers Harriman February 2014 - November 2014
Brown Brothers Harriman January 2012 - February 2014
Brown Brothers Harriman July 2008 - December 2011
Investors Bank & Trust February 2007 - April 2007
Investors Bank & Trust July 2006 - February 2007
Investors Bank & Trust July 2005 - July 2006
Investors Bank & Trust May 2002 - June 2005
Investors Bank & Trust July 2001 - May 2002
Investors Bank & Trust July 2000 - July 2001
Skills
Private Equity, Hedge Accounting, ETFs, Accounting, Microsoft Excel, VBA, Hedge Funds, Financial Services, Analysis, Financial Reporting, Alternative Investments, Mutual Funds, Bloomberg, Internal Controls, Trading, Management, Financial Analysis, Fixed Income
Education
Bucknell University 1996 — 2000
BS
BNY Mellon November 2014 - Present
Brown Brothers Harriman February 2014 - November 2014
Brown Brothers Harriman January 2012 - February 2014
Brown Brothers Harriman July 2008 - December 2011
Investors Bank & Trust February 2007 - April 2007
Investors Bank & Trust July 2006 - February 2007
Investors Bank & Trust July 2005 - July 2006
Investors Bank & Trust May 2002 - June 2005
Investors Bank & Trust July 2001 - May 2002
Investors Bank & Trust July 2000 - July 2001
Skills
Private Equity, Hedge Accounting, ETFs, Accounting, Microsoft Excel, VBA, Hedge Funds, Financial Services, Analysis, Financial Reporting, Alternative Investments, Mutual Funds, Bloomberg, Internal Controls, Trading, Management, Financial Analysis, Fixed Income
Education
Bucknell University 1996 — 2000
BS
Shaquille Anderson Shaquille Anderson's Brown Brothers Harriman Experience August 2015 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
Bucknell Student Government August 2014 - May 2015
Bread and Success July 2014 - January 2015
Male Achievement Academy of Leadership and Development November 2008 - January 2015
Bucknell Finance Network September 2012 - December 2014
Bucknell University January 2012 - September 2013
Office of Senator Elizabeth Warren May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Drawing, Writing, Creative Writing, Strategic Thinking, Analysis, Team Leadership, Leadership, Supervision, Exceptional Listener, Adaptation, Program Budgeting, Social Media, Entrepreneurship, Fundraising, Management, Event Planning
Education
Bucknell University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Sociology
City On a Hill Charter Public High School 2007 — 2011
Diploma
Brown Brothers Harriman August 2015 - Present
Bucknell Student Government August 2014 - May 2015
Bread and Success July 2014 - January 2015
Male Achievement Academy of Leadership and Development November 2008 - January 2015
Bucknell Finance Network September 2012 - December 2014
Bucknell University January 2012 - September 2013
Office of Senator Elizabeth Warren May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Drawing, Writing, Creative Writing, Strategic Thinking, Analysis, Team Leadership, Leadership, Supervision, Exceptional Listener, Adaptation, Program Budgeting, Social Media, Entrepreneurship, Fundraising, Management, Event Planning
Education
Bucknell University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Sociology
City On a Hill Charter Public High School 2007 — 2011
Diploma
Tracy H. Stuart-Johnson's Brown Brothers Harriman Experience March 2012 - Present
Job IT Vendor Risk Management at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman March 2012 - Present
Brown Brothers Harriman January 2008 - March 2012
Patel Consultants October 2006 - January 2008
Compuforce June 2005 - October 2006
Alliance Capital 1996 - 2004
MetLife August 1994 - June 1996
Price Waterhouse August 1992 - August 1994
Madison Square Garden 1986 - 1992
Skills
Software Documentation, Vendor Management, Security, Troubleshooting, Technical Support, Networking, Operating Systems, Management, Lotus Notes, Risk Management, Training, Blackberry Enterprise..., Blackberry, Strategic Planning, Help Desk Support, Lotus Domino, Business Analysis, Asset Management, Disaster Recovery, System Administration, Servers, Information Technology, Enterprise Software, IT Operations, SDLC, IT Service Management, Incident Management, Windows Server, Business Continuity, Information Security, Windows XP, Microsoft Exchange, Windows 7, Project Management, Requirements Analysis, Network Security, Information Security..., Financial Services
Education
Capella University
Business Administration and Management, General
Monroe College
Business Administration, Business Management
Brown Brothers Harriman March 2012 - Present
Brown Brothers Harriman January 2008 - March 2012
Patel Consultants October 2006 - January 2008
Compuforce June 2005 - October 2006
Alliance Capital 1996 - 2004
MetLife August 1994 - June 1996
Price Waterhouse August 1992 - August 1994
Madison Square Garden 1986 - 1992
Skills
Software Documentation, Vendor Management, Security, Troubleshooting, Technical Support, Networking, Operating Systems, Management, Lotus Notes, Risk Management, Training, Blackberry Enterprise..., Blackberry, Strategic Planning, Help Desk Support, Lotus Domino, Business Analysis, Asset Management, Disaster Recovery, System Administration, Servers, Information Technology, Enterprise Software, IT Operations, SDLC, IT Service Management, Incident Management, Windows Server, Business Continuity, Information Security, Windows XP, Microsoft Exchange, Windows 7, Project Management, Requirements Analysis, Network Security, Information Security..., Financial Services
Education
Capella University
Business Administration and Management, General
Monroe College
Business Administration, Business Management
Tania Molina M.Sc. Tania Molina M.Sc.'s Brown Brothers Harriman Experience May 2006 - May 2007
Job Client Service Manager at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon May 2007 - Present
Brown Brothers Harriman May 2006 - May 2007
Deutsche Bank December 2005 - May 2006
State Street Bank June 2004 - December 2005
Wellington Management February 2000 - June 2004
Skills
Fixed Income, Hedge Funds, Securities, Valuation, Analysis, Credit, Mutual Funds, Private Equity, Account Reconciliation, ABS, Accounting, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Investments, Bonds, Loans, Financial Modeling, Equities, Financial Markets, Corporate Finance
Education
City University of New York-Brooklyn College 2008 — 2010
Masters of Science, Economics
UMass Boston 2001 — 2004
Bachelors of Arts, Economics
Bank of New York Mellon May 2007 - Present
Brown Brothers Harriman May 2006 - May 2007
Deutsche Bank December 2005 - May 2006
State Street Bank June 2004 - December 2005
Wellington Management February 2000 - June 2004
Skills
Fixed Income, Hedge Funds, Securities, Valuation, Analysis, Credit, Mutual Funds, Private Equity, Account Reconciliation, ABS, Accounting, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Investments, Bonds, Loans, Financial Modeling, Equities, Financial Markets, Corporate Finance
Education
City University of New York-Brooklyn College 2008 — 2010
Masters of Science, Economics
UMass Boston 2001 — 2004
Bachelors of Arts, Economics
Robert Gancitano Robert Gancitano's Brown Brothers Harriman Experience March 2004 - June 2010
Job Editor & Founder at FOODAGES.COM
Industry Food & Beverages
Experience
KeyPoint Presentation Services LLC July 2010 - January 2013
Brown Brothers Harriman March 2004 - June 2010
Jimco, Inc August 2003 - March 2004
Washington Metropolitan Area Transit Authority July 2000 - January 2003
LL Catering October 1998 - July 2000
New York City Transit Authority July 1994 - October 1998
Lord and Taylor October 1993 - June 1994
Skills
Blogging, Social Media, Mutual Funds, Hedge Funds, Banking Operations, Project Management, Account Reconciliation, Opening New Accounts, Superior Client Service, Office Management, Office Administration, Special Events..., Manage Client..., Core Banking, Event Planning
Education
Hunter College 1989 — 1993
Bachelors of Art, Psychology & Music
KeyPoint Presentation Services LLC July 2010 - January 2013
Brown Brothers Harriman March 2004 - June 2010
Jimco, Inc August 2003 - March 2004
Washington Metropolitan Area Transit Authority July 2000 - January 2003
LL Catering October 1998 - July 2000
New York City Transit Authority July 1994 - October 1998
Lord and Taylor October 1993 - June 1994
Skills
Blogging, Social Media, Mutual Funds, Hedge Funds, Banking Operations, Project Management, Account Reconciliation, Opening New Accounts, Superior Client Service, Office Management, Office Administration, Special Events..., Manage Client..., Core Banking, Event Planning
Education
Hunter College 1989 — 1993
Bachelors of Art, Psychology & Music
Joseph Buckley Joseph Buckley's Brown Brothers Harriman Experience December 2014 - Present
Job ERM Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2014 - Present
The Hartford March 2014 - November 2014
The Hartford July 2013 - March 2014
The Hartford July 2012 - July 2013
The Hartford July 2011 - July 2012
Enterprise Bank (Enterprise Bancorp) May 2010 - August 2010
Skills
Risk Management, Market Risk, Enterprise Risk..., Financial Risk, Credit Risk, Investments, ALM, Leadership Development, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Quantitative Analytics, Asset Management, Risk Analysis, Microsoft Excel
Education
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Actuarial Science
Brown Brothers Harriman December 2014 - Present
The Hartford March 2014 - November 2014
The Hartford July 2013 - March 2014
The Hartford July 2012 - July 2013
The Hartford July 2011 - July 2012
Enterprise Bank (Enterprise Bancorp) May 2010 - August 2010
Skills
Risk Management, Market Risk, Enterprise Risk..., Financial Risk, Credit Risk, Investments, ALM, Leadership Development, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Quantitative Analytics, Asset Management, Risk Analysis, Microsoft Excel
Education
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Actuarial Science
Joseph Bonaceto CPA, MBA Joseph Bonaceto CPA, MBA's Brown Brothers Harriman Experience September 2013 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - September 2013
JPMorgan Chase January 2013 - February 2013
BNY Mellon October 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) October 2006 - August 2011
Investors Bank & Trust August 2005 - October 2006
Investors Bank & Trust August 2004 - August 2005
State Street Research August 2003 - August 2004
State Street Research July 2001 - August 2003
State Street Research July 2000 - July 2001
Skills
N-CSR, N-SAR, N-MFP, N-Q, 24F-2, N-1A, Regulation S-X, The Investment Company..., FAS 157, FAS 161, Mutual Funds, Hedge Funds, Financial Reporting, IFRS, CFTC, Auditing, Derivatives, FAS 5, Finance, Fund Accounting, Internal Controls, Investments, Portfolio Management, Securities, Valuation, Bloomberg, Financial Analysis
Education
Clark University 2000 — 2004
MBA, Finance
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - September 2013
JPMorgan Chase January 2013 - February 2013
BNY Mellon October 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) October 2006 - August 2011
Investors Bank & Trust August 2005 - October 2006
Investors Bank & Trust August 2004 - August 2005
State Street Research August 2003 - August 2004
State Street Research July 2001 - August 2003
State Street Research July 2000 - July 2001
Skills
N-CSR, N-SAR, N-MFP, N-Q, 24F-2, N-1A, Regulation S-X, The Investment Company..., FAS 157, FAS 161, Mutual Funds, Hedge Funds, Financial Reporting, IFRS, CFTC, Auditing, Derivatives, FAS 5, Finance, Fund Accounting, Internal Controls, Investments, Portfolio Management, Securities, Valuation, Bloomberg, Financial Analysis
Education
Clark University 2000 — 2004
MBA, Finance
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
David Giambastiani David Giambastiani's Brown Brothers Harriman Experience June 2005 - August 2012
Job Director, Credit Risk Manager at CLS Group.
Industry Financial Services
Experience
CLS Bank International November 2012 - Present
Brown Brothers Harriman June 2005 - August 2012
Bear Stearns November 2000 - March 2005
Bankers Trust 1995 - 2000
Skills
Credit Risk, Commercial Lending, Credit Analysis, Risk Management, Counterparty Risk, Fixed Income, Derivatives, Securities Lending, Financial Institutions, ISDA, Mutual Funds, Swaps, Interest Rate..., Banking, Series 7, Portfolio Management, Financial Services
Education
Pace University 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Canisius College 1976 — 1979
Bachelor of Arts (B.A.), Finance, General
CLS Bank International November 2012 - Present
Brown Brothers Harriman June 2005 - August 2012
Bear Stearns November 2000 - March 2005
Bankers Trust 1995 - 2000
Skills
Credit Risk, Commercial Lending, Credit Analysis, Risk Management, Counterparty Risk, Fixed Income, Derivatives, Securities Lending, Financial Institutions, ISDA, Mutual Funds, Swaps, Interest Rate..., Banking, Series 7, Portfolio Management, Financial Services
Education
Pace University 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Canisius College 1976 — 1979
Bachelor of Arts (B.A.), Finance, General
yasmin mugimu's Brown Brothers Harriman Experience December 2011 - July 2012
Job Financial Reporting Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
Brown Brothers Harriman December 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) August 2011 - November 2011
John Hancock Life Insurance Company (U.S.A.) June 2011 - July 2011
State Street February 2008 - February 2011
State Street August 2007 - January 2008
Skills
Fund Accounting, Fund Administration, Mutual Funds, Bloomberg, Fixed Income, Securities, Equities, Financial Analysis, Investments, Unity, Financial Reporting, Financial Statements, Financial Statement...
Education
Cambridge College 2008 — 2012
Bachelors, Business Management
J.P. Morgan June 2012 - Present
Brown Brothers Harriman December 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) August 2011 - November 2011
John Hancock Life Insurance Company (U.S.A.) June 2011 - July 2011
State Street February 2008 - February 2011
State Street August 2007 - January 2008
Skills
Fund Accounting, Fund Administration, Mutual Funds, Bloomberg, Fixed Income, Securities, Equities, Financial Analysis, Investments, Unity, Financial Reporting, Financial Statements, Financial Statement...
Education
Cambridge College 2008 — 2012
Bachelors, Business Management
Kyle Barndollar's Brown Brothers Harriman Experience May 2014 - Present
Job Associate BBH Capital Partners at Brown Brothers Harriman
Industry Venture Capital & Private Equity
Experience
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman August 2011 - May 2014
JPMorgan Chase July 2010 - July 2011
Hilltop Park Associates January 2010 - January 2010
UBS Financial Services, Wealth Management US June 2009 - August 2009
North Sound Capital May 2008 - August 2008
Bank of New York Mellon December 2007 - January 2008
Education
Bucknell University 2006 — 2010
Business
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman August 2011 - May 2014
JPMorgan Chase July 2010 - July 2011
Hilltop Park Associates January 2010 - January 2010
UBS Financial Services, Wealth Management US June 2009 - August 2009
North Sound Capital May 2008 - August 2008
Bank of New York Mellon December 2007 - January 2008
Education
Bucknell University 2006 — 2010
Business
Seth Winch Seth Winch's Brown Brothers Harriman Experience July 2008 - January 2013
Job Social Media Consulting, Blogger, Trainer
Industry Management Consulting
Experience
Seth Winch Consulting, Inc. September 2014 - Present
Cervizzi's Martial Arts Academy August 2014 - Present
Open Systems Technologies March 2013 - January 2014
Brown Brothers Harriman July 2008 - January 2013
IntePros Consulting 2006 - 2008
Veritude November 2005 - April 2006
BusinessEdge Solutions December 2004 - October 2005
DST Systems September 2000 - January 2004
FIDELITY INVESTMENTS - INSTITUTIONAL TECHNOLOGY COMPANY 2003 - 2004
PFPC March 1989 - September 2000
Skills
Business Analysis, Software Documentation, Consulting, SDLC, Requirements Analysis, Financial Services, Process Improvement, Software Development, Training, Visio, Analysis, Team Building, Team Leadership, Teaching, Team Management, Team Motivation, Requirements Gathering, Business Requirements, Risk Management
Education
Cervizzis Martial Arts Academy 2008 — 2019
Nidan (2nd degree) Black Belt., Self Defense, self empowerment and improvement
Cambridge College 1987 — 1988
MEd, Education
Franklin Pierce College 1978 — 1982
B.S, Business Administration
Kearsarge Reginal HS 1974 — 1978
Business/Managerial Economics
Seth Winch Consulting, Inc. September 2014 - Present
Cervizzi's Martial Arts Academy August 2014 - Present
Open Systems Technologies March 2013 - January 2014
Brown Brothers Harriman July 2008 - January 2013
IntePros Consulting 2006 - 2008
Veritude November 2005 - April 2006
BusinessEdge Solutions December 2004 - October 2005
DST Systems September 2000 - January 2004
FIDELITY INVESTMENTS - INSTITUTIONAL TECHNOLOGY COMPANY 2003 - 2004
PFPC March 1989 - September 2000
Skills
Business Analysis, Software Documentation, Consulting, SDLC, Requirements Analysis, Financial Services, Process Improvement, Software Development, Training, Visio, Analysis, Team Building, Team Leadership, Teaching, Team Management, Team Motivation, Requirements Gathering, Business Requirements, Risk Management
Education
Cervizzis Martial Arts Academy 2008 — 2019
Nidan (2nd degree) Black Belt., Self Defense, self empowerment and improvement
Cambridge College 1987 — 1988
MEd, Education
Franklin Pierce College 1978 — 1982
B.S, Business Administration
Kearsarge Reginal HS 1974 — 1978
Business/Managerial Economics
John-Paul Sullivan John-Paul Sullivan's Brown Brothers Harriman Experience April 2015 - Present
Job Investment Management Strategy Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman & Co. February 2013 - April 2015
Archway Investment Fund September 2011 - December 2012
Gilder Gagnon Howe & Co April 2012 - August 2012
Brown Brothers Harriman & Co March 2012 - August 2012
Bridgewater Savings Bank April 2008 - March 2012
Windham Capital Management September 2011 - November 2011
Skills
Financial Modeling, Stata, Value Investing, Microsoft Excel-..., Bloomberg Trade..., Oracle SQL Developer, Financial Analysis, Investments, Portfolio Management, Equities, Econometrics, Fixed Income, Bloomberg, Valuation, Analysis, Mutual Funds, PowerPoint, Banking
Education
Bryant University
Bachelor of Science, Business Administration; Finance/Economics
University of Virginia
coyle and cassidy
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman & Co. February 2013 - April 2015
Archway Investment Fund September 2011 - December 2012
Gilder Gagnon Howe & Co April 2012 - August 2012
Brown Brothers Harriman & Co March 2012 - August 2012
Bridgewater Savings Bank April 2008 - March 2012
Windham Capital Management September 2011 - November 2011
Skills
Financial Modeling, Stata, Value Investing, Microsoft Excel-..., Bloomberg Trade..., Oracle SQL Developer, Financial Analysis, Investments, Portfolio Management, Equities, Econometrics, Fixed Income, Bloomberg, Valuation, Analysis, Mutual Funds, PowerPoint, Banking
Education
Bryant University
Bachelor of Science, Business Administration; Finance/Economics
University of Virginia
coyle and cassidy
Carrie Longo Carrie Longo's Brown Brothers Harriman Experience September 2008 - May 2009
Job National Bank Examiner OCC
Industry Banking
Experience
Office of the Comptroller of the Currency November 2009 - Present
Brown Brothers Harriman September 2008 - May 2009
Union Federal Savings Bank December 2007 - May 2008
First Marblehead October 2006 - November 2007
Comptroller of the Currency January 1988 - August 2004
Skills
Banking, Financial Risk, Internal Audit, Internal Controls, Process Improvement, Risk Management, Auditing, Due Diligence
Education
Lesley University 2002 — 2004
Masters
California State University-Long Beach - College of Business Administration 1982 — 1987
Bachelor of Science
West High
Office of the Comptroller of the Currency November 2009 - Present
Brown Brothers Harriman September 2008 - May 2009
Union Federal Savings Bank December 2007 - May 2008
First Marblehead October 2006 - November 2007
Comptroller of the Currency January 1988 - August 2004
Skills
Banking, Financial Risk, Internal Audit, Internal Controls, Process Improvement, Risk Management, Auditing, Due Diligence
Education
Lesley University 2002 — 2004
Masters
California State University-Long Beach - College of Business Administration 1982 — 1987
Bachelor of Science
West High
Mark Sinibaldi, CHP Mark Sinibaldi, CHP's Brown Brothers Harriman Experience April 2015 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman January 2011 - February 2013
Brown Brothers Harriman March 2010 - December 2010
Brown Brothers Harriman January 2009 - February 2010
Brown Brothers Harriman June 2008 - December 2008
Skills
Customer Service, Hedge Funds, Partnership Accounting, Alternative Investments, Fund Accounting
Education
Northeastern University 2015 — 2017
Master of Business Administration (MBA)
Northeastern University
Graduate Certificate Program, Advanced Management Studies
Hedge Fund Group
Certified Hedge fund Professional (CHP)
Bryant University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Management
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman January 2011 - February 2013
Brown Brothers Harriman March 2010 - December 2010
Brown Brothers Harriman January 2009 - February 2010
Brown Brothers Harriman June 2008 - December 2008
Skills
Customer Service, Hedge Funds, Partnership Accounting, Alternative Investments, Fund Accounting
Education
Northeastern University 2015 — 2017
Master of Business Administration (MBA)
Northeastern University
Graduate Certificate Program, Advanced Management Studies
Hedge Fund Group
Certified Hedge fund Professional (CHP)
Bryant University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Management
Kristen Bousquet Kristen Bousquet's Brown Brothers Harriman Experience July 2012 - June 2014
Job Financial Analyst
Industry Information Technology and Services
Experience
EMC June 2014 - Present
Brown Brothers Harriman July 2012 - June 2014
Chafee Center May 2011 - July 2012
Skills
Word, PowerPoint, Microsoft Office, Finance, Microsoft Excel, Financial Analysis, Financial Modeling
Education
Bryant University 2009 — 2012
Bachelor of Science, Finance and Economics
Blackstone-Millville Regional 2004 — 2008
Highschool Degree, General Studies
EMC June 2014 - Present
Brown Brothers Harriman July 2012 - June 2014
Chafee Center May 2011 - July 2012
Skills
Word, PowerPoint, Microsoft Office, Finance, Microsoft Excel, Financial Analysis, Financial Modeling
Education
Bryant University 2009 — 2012
Bachelor of Science, Finance and Economics
Blackstone-Millville Regional 2004 — 2008
Highschool Degree, General Studies
James Seymour, MHA, FACHE James Seymour, MHA, FACHE's Brown Brothers Harriman Experience 1987 - 1992
Job Manager Learning & Development @ Cape Cod Healthcare
Industry Hospital & Health Care
Experience
Cape Cod Healthcare June 2006 - Present
The National Graduate School July 2012 - Present
Archdiocese of Boston May 1997 - September 2005
US Navy June 1993 - May 2002
Brown Brothers Harriman 1987 - 1992
Haigney Securities Brokerage Firm June 1983 - June 1987
Skills
Training & Development, Process Improvement, Program Management, Coaching, Customer Service, Healthcare Management, Staff Development, Patient Satisfaction, Cross-functional Team..., Healthcare, Leadership Development, Organizational..., Strategic Planning, Performance Improvement, Hospitals, Change Management, Team Building, Operations Management, Performance Management, Quality Management, Benchmarking, patient satifaction, healthcare policy, Project Management..., Goal-oriented..., Management, Policy, Employee Training, Leadership, Project Management, Health Policy, Human Resources, Training, Business Process..., Project Planning, Strategy, Conflict Resolution, Nonprofits, Executive Coaching, Public Speaking, Program Development, Employee Relations, College Teaching, Workshop Facilitation, Instructional Design, Analysis, Organizational..., Succession Planning, Onboarding, Recruiting
Education
Cambridge College 2007 — 2009
MHA, Health Care Administration
St. John's 1992 — 1997
Master's Degree, Theology
Suffolk University - Sawyer School of Management 1983 — 1987
BSBA, Finance and Accounting
Cape Cod Healthcare June 2006 - Present
The National Graduate School July 2012 - Present
Archdiocese of Boston May 1997 - September 2005
US Navy June 1993 - May 2002
Brown Brothers Harriman 1987 - 1992
Haigney Securities Brokerage Firm June 1983 - June 1987
Skills
Training & Development, Process Improvement, Program Management, Coaching, Customer Service, Healthcare Management, Staff Development, Patient Satisfaction, Cross-functional Team..., Healthcare, Leadership Development, Organizational..., Strategic Planning, Performance Improvement, Hospitals, Change Management, Team Building, Operations Management, Performance Management, Quality Management, Benchmarking, patient satifaction, healthcare policy, Project Management..., Goal-oriented..., Management, Policy, Employee Training, Leadership, Project Management, Health Policy, Human Resources, Training, Business Process..., Project Planning, Strategy, Conflict Resolution, Nonprofits, Executive Coaching, Public Speaking, Program Development, Employee Relations, College Teaching, Workshop Facilitation, Instructional Design, Analysis, Organizational..., Succession Planning, Onboarding, Recruiting
Education
Cambridge College 2007 — 2009
MHA, Health Care Administration
St. John's 1992 — 1997
Master's Degree, Theology
Suffolk University - Sawyer School of Management 1983 — 1987
BSBA, Finance and Accounting
Ricardo Canessa Ricardo Canessa's Brown Brothers Harriman Experience February 2015 - Present
Job Collateral Specialist at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman February 2015 - Present
CoatChex December 2014 - February 2015
New York Life Insurance Company September 2014 - December 2014
JPMorgan Chase & Co. September 2013 - September 2014
Staples March 2011 - November 2013
Skills
Customer Service, Public Speaking, Strategic Planning, Problem Solving, Acoustic Guitar, Inventory Management, Management, Teamwork, Social Media
Education
City University of New York-Brooklyn College 2011 — 2015
B.B.A. Business Administration with concentration in finance and investments, Accounting and Finance, 3.0
Brown Brothers Harriman February 2015 - Present
CoatChex December 2014 - February 2015
New York Life Insurance Company September 2014 - December 2014
JPMorgan Chase & Co. September 2013 - September 2014
Staples March 2011 - November 2013
Skills
Customer Service, Public Speaking, Strategic Planning, Problem Solving, Acoustic Guitar, Inventory Management, Management, Teamwork, Social Media
Education
City University of New York-Brooklyn College 2011 — 2015
B.B.A. Business Administration with concentration in finance and investments, Accounting and Finance, 3.0
Kyle Dapkas Kyle Dapkas's Brown Brothers Harriman Experience June 2013 - December 2013
Job Tax Analyst at Boston Scientific
Industry Accounting
Experience
Boston Scientific October 2015 - Present
Ameriprise Financial April 2015 - Present
PKF (Boston) P.C. December 2014 - May 2015
Gray, Gray & Gray December 2013 - November 2014
Brown Brothers Harriman June 2013 - December 2013
Bryant University September 2012 - May 2013
Bryant University August 2011 - May 2013
State Street May 2012 - August 2012
Rockland Golf Course February 2008 - August 2011
Skills
Budgets, Management, Accounting, Finance, Time Management, Microsoft Office, Access, Teamwork, Fundraising, Financial Analysis, Public Speaking, Leadership, Tax, QuickBooks, Account Reconciliation, Tax Accounting
Education
Bryant University 2010 — 2013
Bachelor of Science (B.S.) in Business Administration, Accounting, Communication
Marshfield High School 2005 — 2009
Boston Scientific October 2015 - Present
Ameriprise Financial April 2015 - Present
PKF (Boston) P.C. December 2014 - May 2015
Gray, Gray & Gray December 2013 - November 2014
Brown Brothers Harriman June 2013 - December 2013
Bryant University September 2012 - May 2013
Bryant University August 2011 - May 2013
State Street May 2012 - August 2012
Rockland Golf Course February 2008 - August 2011
Skills
Budgets, Management, Accounting, Finance, Time Management, Microsoft Office, Access, Teamwork, Fundraising, Financial Analysis, Public Speaking, Leadership, Tax, QuickBooks, Account Reconciliation, Tax Accounting
Education
Bryant University 2010 — 2013
Bachelor of Science (B.S.) in Business Administration, Accounting, Communication
Marshfield High School 2005 — 2009
Ronald Rowe Ronald Rowe's Brown Brothers Harriman Experience December 2000 - April 2002
Job Language Arts Teacher at West Milford Township Public Schools
Industry Education Management
Experience
West Milford Township Public Schools July 2013 - Present
West Essex Regional School District February 2003 - June 2013
Whippany Park High School September 2008 - February 2010
Brown Brothers Harriman December 2000 - April 2002
Skills
Writing, Coaching, Public Speaking, Teaching, PowerPoint, Research, Curriculum Development, Classroom, Tutoring, Curriculum Design, Staff Development, Lesson Planning, Language Arts
Education
University of Scranton 1993 — 1997
BA, Communication, General
Caldwell College
West Milford Township Public Schools July 2013 - Present
West Essex Regional School District February 2003 - June 2013
Whippany Park High School September 2008 - February 2010
Brown Brothers Harriman December 2000 - April 2002
Skills
Writing, Coaching, Public Speaking, Teaching, PowerPoint, Research, Curriculum Development, Classroom, Tutoring, Curriculum Design, Staff Development, Lesson Planning, Language Arts
Education
University of Scranton 1993 — 1997
BA, Communication, General
Caldwell College
Eileen Griffo Eileen Griffo's Brown Brothers Harriman Experience September 1983 - September 1995
Job Director of Technology / NYS Certified Middle School Teacher
Industry Education Management
Experience
Catholic Diocese of Brooklyn September 1995 - Present
Brown Brothers Harriman September 1983 - September 1995
Skills
Technology Integration, E-Learning, Educational Technology, Instructional Design, Instructional Technology, Educational Leadership, K-12, Distance Learning, Staff Development, Teacher Training, Curriculum Design, Curriculum Development, Classroom, Moodle, Adult Education, Blended Learning, Learning Management, Classroom Management
Education
Wagner College
MBA, Business Administration
Wagner College 1992 — 1994
MBA, Business Adminstration
City University of New York-College of Staten Island 1990 — 1992
BS, Business Management
CUNY- The College of Staten Island
BS, Business Management and Finance
Catholic Diocese of Brooklyn September 1995 - Present
Brown Brothers Harriman September 1983 - September 1995
Skills
Technology Integration, E-Learning, Educational Technology, Instructional Design, Instructional Technology, Educational Leadership, K-12, Distance Learning, Staff Development, Teacher Training, Curriculum Design, Curriculum Development, Classroom, Moodle, Adult Education, Blended Learning, Learning Management, Classroom Management
Education
Wagner College
MBA, Business Administration
Wagner College 1992 — 1994
MBA, Business Adminstration
City University of New York-College of Staten Island 1990 — 1992
BS, Business Management
CUNY- The College of Staten Island
BS, Business Management and Finance
Tiffany Gee's Brown Brothers Harriman Experience March 2006 - February 2013
Job Billing Specialist, Brown Brother Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2006 - February 2013
Brookline Dental Office September 2004 - February 2006
Harvard Widener Library May 2000 - May 2002
Skills
Financial Analysis, Mutual Funds, Securities, Fund Accounting, Financial Services, Financial Reporting, Accounting, Equities, Account Reconciliation, Finance, Investments, Compliance, Computer Network..., Computer Science, Financial Audits, Global Custody, Business Writing, Life Insurance, Microsoft Excel, Microsoft Word, Microsoft Office, Visual C++, Java
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
Northeastern University 2001 — 2004
Bachelor's degree, Computer Science dual with Math
Bunker Hill Community College 1998 — 2001
Associate's degree, Computer Science
Wuyi University, GuangDong, China 1996 — 1998
Associate Bachelor's degree, Computer Science
Brown Brothers Harriman March 2006 - February 2013
Brookline Dental Office September 2004 - February 2006
Harvard Widener Library May 2000 - May 2002
Skills
Financial Analysis, Mutual Funds, Securities, Fund Accounting, Financial Services, Financial Reporting, Accounting, Equities, Account Reconciliation, Finance, Investments, Compliance, Computer Network..., Computer Science, Financial Audits, Global Custody, Business Writing, Life Insurance, Microsoft Excel, Microsoft Word, Microsoft Office, Visual C++, Java
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
Northeastern University 2001 — 2004
Bachelor's degree, Computer Science dual with Math
Bunker Hill Community College 1998 — 2001
Associate's degree, Computer Science
Wuyi University, GuangDong, China 1996 — 1998
Associate Bachelor's degree, Computer Science
Michael Moskos Michael Moskos's Brown Brothers Harriman Experience April 2015 - Present
Job Assistant Vice President Business Analyst II in Fund Services Technology
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman November 2013 - March 2015
Brown Brothers Harriman May 2012 - November 2013
Brown Brothers Harriman June 2011 - May 2012
Brown Brothers Harriman June 2008 - June 2011
Brown Brothers Harriman June 2007 - June 2008
Investors Bank & Trust June 2006 - June 2007
Skills
Portfolio Management, Mutual Funds, Management, Finance, Banking, Auditing
Education
Bryant University 2002 — 2006
Bachelor of Science (BS), Finance, General
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman November 2013 - March 2015
Brown Brothers Harriman May 2012 - November 2013
Brown Brothers Harriman June 2011 - May 2012
Brown Brothers Harriman June 2008 - June 2011
Brown Brothers Harriman June 2007 - June 2008
Investors Bank & Trust June 2006 - June 2007
Skills
Portfolio Management, Mutual Funds, Management, Finance, Banking, Auditing
Education
Bryant University 2002 — 2006
Bachelor of Science (BS), Finance, General
Josue Illersaint Josue Illersaint's Brown Brothers Harriman Experience March 2013 - Present
Job Consultant
Industry Financial Services
Experience
Brown Brothers Harriman March 2013 - Present
Debt Solutions Team June 2010 - April 2012
World Financial Group (WFG) September 2005 - April 2007
Skills
Venture Philanthropy, Organizational..., Access, Software Documentation, Microsoft Excel, Social Networking, Customer Service
Education
Cambridge College 2013 — 2014
Master's degree, Business Administration and Management, General
Cambridge College 2008 — 2011
Bashelor, Business Management
Quincy College
Associate Degree, Business Administration
Brown Brothers Harriman March 2013 - Present
Debt Solutions Team June 2010 - April 2012
World Financial Group (WFG) September 2005 - April 2007
Skills
Venture Philanthropy, Organizational..., Access, Software Documentation, Microsoft Excel, Social Networking, Customer Service
Education
Cambridge College 2013 — 2014
Master's degree, Business Administration and Management, General
Cambridge College 2008 — 2011
Bashelor, Business Management
Quincy College
Associate Degree, Business Administration
Steven C. Paris's Brown Brothers Harriman Experience February 2007 - February 2009
Job Owner at shop.com
Industry Marketing and Advertising
Experience
Market America Unfranchise Owner January 2015 - Present
Well Educated Stay At Home Dad August 2014 - January 2015
Catholic Company April 2013 - August 2014
Cardinal Health October 2011 - January 2013
Brown Brothers Harriman February 2007 - February 2009
National Football League June 1995 - November 2006
Skills
Software Documentation, Payroll, Employee Relations, Process Scheduler, Invoicing, Outlook, Inventory Management, Process Improvement, Access, Customer Service, Social Media, Microsoft Excel, Coaching, Event Management, Marketing Strategy, Social Media Marketing, Social Networking, Team Building
Education
All Hallows High School 1991 — 1995
Diploma, Academic
Central Piedmont Community College
Business Administration, Management and Operations
Market America Unfranchise Owner January 2015 - Present
Well Educated Stay At Home Dad August 2014 - January 2015
Catholic Company April 2013 - August 2014
Cardinal Health October 2011 - January 2013
Brown Brothers Harriman February 2007 - February 2009
National Football League June 1995 - November 2006
Skills
Software Documentation, Payroll, Employee Relations, Process Scheduler, Invoicing, Outlook, Inventory Management, Process Improvement, Access, Customer Service, Social Media, Microsoft Excel, Coaching, Event Management, Marketing Strategy, Social Media Marketing, Social Networking, Team Building
Education
All Hallows High School 1991 — 1995
Diploma, Academic
Central Piedmont Community College
Business Administration, Management and Operations
Shannon Bianchi's Brown Brothers Harriman Experience July 2015 - September 2015
Job Admissions Counselor at Curry College
Industry
Experience
Curry College September 2015 - Present
Brown Brothers Harriman July 2015 - September 2015
Stonehill College February 2014 - May 2015
Kel & Partners September 2014 - November 2014
Stonehill College June 2014 - August 2014
Nickerson PR May 2014 - August 2014
Noble's Day Camp June 2012 - August 2013
Skills
Public Speaking, Microsoft Office, Public Relations, Social Media, Organization, Friendly Personality, New Media, Gender Studies, Time Management, Social Networking
Education
Stonehill College 2011 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies
City University London
Communication and Media Studies
Curry College September 2015 - Present
Brown Brothers Harriman July 2015 - September 2015
Stonehill College February 2014 - May 2015
Kel & Partners September 2014 - November 2014
Stonehill College June 2014 - August 2014
Nickerson PR May 2014 - August 2014
Noble's Day Camp June 2012 - August 2013
Skills
Public Speaking, Microsoft Office, Public Relations, Social Media, Organization, Friendly Personality, New Media, Gender Studies, Time Management, Social Networking
Education
Stonehill College 2011 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies
City University London
Communication and Media Studies
Andy Kwok Andy Kwok's Brown Brothers Harriman Experience April 2012 - April 2014
Job Associate at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Brown Brothers Harriman April 2012 - April 2014
Brown Brothers Harriman & Co May 2007 - March 2012
State Street Corporation March 2004 - May 2007
Skills
Fund Accounting, Bloomberg Terminal, Financial Analysis, Business Analysis, Corporate Actions, Analysis, Project Management, Financial Services, Securities, Global Custody, Fund Administration, Fixed Income, Equities, Mutual Funds, Bloomberg, Investments, Portfolio Management
Education
Northeastern University - Graduate School of Business Administration 2011 — 2014
MBA/MSF
Central Connecticut State University 2001 — 2003
Bachelor of Science, Management Information System
JPMorgan Chase April 2014 - Present
Brown Brothers Harriman April 2012 - April 2014
Brown Brothers Harriman & Co May 2007 - March 2012
State Street Corporation March 2004 - May 2007
Skills
Fund Accounting, Bloomberg Terminal, Financial Analysis, Business Analysis, Corporate Actions, Analysis, Project Management, Financial Services, Securities, Global Custody, Fund Administration, Fixed Income, Equities, Mutual Funds, Bloomberg, Investments, Portfolio Management
Education
Northeastern University - Graduate School of Business Administration 2011 — 2014
MBA/MSF
Central Connecticut State University 2001 — 2003
Bachelor of Science, Management Information System
Paul Lyons, CFA's Brown Brothers Harriman Experience June 2008 - April 2011
Job Portfolio Analyst at SSgA
Industry Investment Management
Experience
SSgA November 2013 - Present
State Street Global Advisors April 2011 - October 2014
Brown Brothers Harriman June 2008 - April 2011
Education
Bryant University 2004 — 2008
Bachelor of Science in International Business, Finance
SSgA November 2013 - Present
State Street Global Advisors April 2011 - October 2014
Brown Brothers Harriman June 2008 - April 2011
Education
Bryant University 2004 — 2008
Bachelor of Science in International Business, Finance
Antonela K's Brown Brothers Harriman Experience March 2013 - May 2013
Job Administrative Assistant@Wells Fargo
Industry Banking
Experience
John Hancock Financial Services April 2014 - August 2014
Brown Brothers Harriman March 2013 - May 2013
BNY Mellon March 2010 - October 2010
Bank of America October 2005 - May 2009
Skills
MS Word, Office Excel, Microsoft Power Point, Microsoft Access, Microsoft Outlook, Outlook, Corporate Finance, Recruiting, Accounting, Financial Services, Access, Microsoft Excel, Banking, Management, Risk Management, Loans, Data Entry, Internal Controls, Account Reconciliation, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, Financial Analysis, Finance, Customer Service, Training
Education
Cambridge College 2008 — 2011
Bachelor's, Business Managment
John Hancock Financial Services April 2014 - August 2014
Brown Brothers Harriman March 2013 - May 2013
BNY Mellon March 2010 - October 2010
Bank of America October 2005 - May 2009
Skills
MS Word, Office Excel, Microsoft Power Point, Microsoft Access, Microsoft Outlook, Outlook, Corporate Finance, Recruiting, Accounting, Financial Services, Access, Microsoft Excel, Banking, Management, Risk Management, Loans, Data Entry, Internal Controls, Account Reconciliation, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, Financial Analysis, Finance, Customer Service, Training
Education
Cambridge College 2008 — 2011
Bachelor's, Business Managment
Tiana Haraguchi Tiana Haraguchi's Brown Brothers Harriman Experience September 2010 - March 2012
Job CoFounder and CEO at Foray Collective
Industry Retail
Experience
Foray Collective June 2015 - Present
Boutikey August 2013 - Present
Kaufman Rossin Fund Services March 2012 - March 2013
Brown Brothers Harriman September 2010 - March 2012
Northwestern Mutual Financial Network June 2009 - May 2010
Skills
Investments, Social Media, Financial Services, Marketing, Finance, Management, Financial Risk, Hedge Funds, Analysis, Access, Mutual Funds, Equities, Alternative Investments, Account Reconciliation, Due Diligence, PowerPoint, Accounting, Financial Modeling, Series 7, Insurance, Microsoft Excel, Fixed Income, Financial Analysis, Bloomberg, Securities, Start-ups, Risk Management, Crowdfunding, Portfolio Management, Market Research, Client Relations Skills
Education
Bryant University 2006 — 2010
Bachelors, Finance
Foray Collective June 2015 - Present
Boutikey August 2013 - Present
Kaufman Rossin Fund Services March 2012 - March 2013
Brown Brothers Harriman September 2010 - March 2012
Northwestern Mutual Financial Network June 2009 - May 2010
Skills
Investments, Social Media, Financial Services, Marketing, Finance, Management, Financial Risk, Hedge Funds, Analysis, Access, Mutual Funds, Equities, Alternative Investments, Account Reconciliation, Due Diligence, PowerPoint, Accounting, Financial Modeling, Series 7, Insurance, Microsoft Excel, Fixed Income, Financial Analysis, Bloomberg, Securities, Start-ups, Risk Management, Crowdfunding, Portfolio Management, Market Research, Client Relations Skills
Education
Bryant University 2006 — 2010
Bachelors, Finance
Rym MacDonald Rym MacDonald's Brown Brothers Harriman Experience November 2011 - May 2012
Job Stated new job this month at the OAGO.
Industry Information Technology and Services
Experience
Cardinal Health August 2015 - Present
Ohio State Attorney General's office May 2015 - Present
Blue Cross Blue Shield of Massachusetts October 2013 - October 2014
Cengage Learning December 2012 - October 2013
W B Mason July 2012 - November 2012
Brown Brothers Harriman November 2011 - May 2012
Brown Brothers Harriman November 2011 - May 2012
State Street Global Advisors June 2007 - November 2011
State Street March 2004 - November 2011
Maxima Consulting Inc State Street Global Advisors March 2005 - June 2007
Skills
IT Management, Disaster Recovery, VMware, IT Operations, Windows Server, Servers, Hardware, Help Desk Support, Networking, Project Management, System Deployment, Technical Support, VPN, Information Technology, Windows, Troubleshooting, Windows 7, SCCM, Blackberry, Microsoft SQL Server, Software Installation, Access, Laptops, Software Development, Databases
Education
Cape Cod Community College 1990 — 1992
BS, Computer Science
Instructor at Future Media Concepts
Cardinal Health August 2015 - Present
Ohio State Attorney General's office May 2015 - Present
Blue Cross Blue Shield of Massachusetts October 2013 - October 2014
Cengage Learning December 2012 - October 2013
W B Mason July 2012 - November 2012
Brown Brothers Harriman November 2011 - May 2012
Brown Brothers Harriman November 2011 - May 2012
State Street Global Advisors June 2007 - November 2011
State Street March 2004 - November 2011
Maxima Consulting Inc State Street Global Advisors March 2005 - June 2007
Skills
IT Management, Disaster Recovery, VMware, IT Operations, Windows Server, Servers, Hardware, Help Desk Support, Networking, Project Management, System Deployment, Technical Support, VPN, Information Technology, Windows, Troubleshooting, Windows 7, SCCM, Blackberry, Microsoft SQL Server, Software Installation, Access, Laptops, Software Development, Databases
Education
Cape Cod Community College 1990 — 1992
BS, Computer Science
Instructor at Future Media Concepts
Mark Bellias Mark Bellias's Brown Brothers Harriman Experience 1998 - 1998
Job Director of Operations at Symphony Asset Management
Industry Investment Management
Experience
Symphony Asset Management June 2009 - Present
Symphony Asset Management June 2005 - June 2009
Barclays Global Investors 2001 - 2004
Barclays Global Investors 1999 - 2001
Brown Brothers Harriman 1998 - 1998
Spear Leeds & Kellogg 1997 - 1997
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Fixed Income, Investments, Securities, Mutual Funds, Derivatives, Bonds, Valuation, Due Diligence, Series 7, Prime Brokerage, Middle Office, Trading Systems, Loans
Education
Bryant University 1995 — 1999
Bachelor's degree, Finance & Computer Information Systems
Symphony Asset Management June 2009 - Present
Symphony Asset Management June 2005 - June 2009
Barclays Global Investors 2001 - 2004
Barclays Global Investors 1999 - 2001
Brown Brothers Harriman 1998 - 1998
Spear Leeds & Kellogg 1997 - 1997
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Fixed Income, Investments, Securities, Mutual Funds, Derivatives, Bonds, Valuation, Due Diligence, Series 7, Prime Brokerage, Middle Office, Trading Systems, Loans
Education
Bryant University 1995 — 1999
Bachelor's degree, Finance & Computer Information Systems
Jason Dijak Jason Dijak's Brown Brothers Harriman Experience December 2007 - November 2012
Job Operations Manager at Ryan Financial Advisors, Inc
Industry Financial Services
Experience
Ryan Financial Advisors, Inc September 2012 - April 2014
Brown Brothers Harriman December 2007 - November 2012
Sovereign Bank September 2006 - December 2007
John Hancock Life Insurance Company (U.S.A.) June 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Mutual Funds, Equities, Investments, Fixed Income, Securities, Portfolio Management, Process Improvement, Bloomberg
Education
Boston University Graduate School of Management 2010 — 2012
MBA, Finance
Bryant University 2002 — 2006
Bachelors of Science in Business Administration, Financial Services
Ryan Financial Advisors, Inc September 2012 - April 2014
Brown Brothers Harriman December 2007 - November 2012
Sovereign Bank September 2006 - December 2007
John Hancock Life Insurance Company (U.S.A.) June 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Mutual Funds, Equities, Investments, Fixed Income, Securities, Portfolio Management, Process Improvement, Bloomberg
Education
Boston University Graduate School of Management 2010 — 2012
MBA, Finance
Bryant University 2002 — 2006
Bachelors of Science in Business Administration, Financial Services
Miguel Poncé, Jr., CFA, CAIA Miguel Poncé, Jr., CFA, CAIA's Brown Brothers Harriman Experience 2004 - 2005
Job Investment Research
Industry Investment Management
Experience
Colony Family Offices, LLC August 2013 - Present
GenSpring Family Offices April 2009 - August 2013
Carolina Capital Consulting, Inc. January 2008 - March 2009
Carolinas Investment Consulting, LLC 2005 - 2007
Brown Brothers Harriman 2004 - 2005
US Trust 2001 - 2004
Skills
Investment Management, Alternative Investments, Certified Financial..., Client Education, Asset Allocation, Portfolio Management, Advent, PerTrac, Zephyr Style Advisor, Financial Analysis, Investment Advisory, Performance Reporting, Key Client Relationships, Team-oriented, Private Banking, private wealth, Family Office, High Net Worth..., Investment Strategies, Wealth Management, Hedge Funds, Wealth, Investments, Asset Management, Financial Planning, Finance, Mutual Funds
Education
California State University-Northridge
BS, Finance
University of North Carolina at Charlotte
Certified Financial Planner program
Colony Family Offices, LLC August 2013 - Present
GenSpring Family Offices April 2009 - August 2013
Carolina Capital Consulting, Inc. January 2008 - March 2009
Carolinas Investment Consulting, LLC 2005 - 2007
Brown Brothers Harriman 2004 - 2005
US Trust 2001 - 2004
Skills
Investment Management, Alternative Investments, Certified Financial..., Client Education, Asset Allocation, Portfolio Management, Advent, PerTrac, Zephyr Style Advisor, Financial Analysis, Investment Advisory, Performance Reporting, Key Client Relationships, Team-oriented, Private Banking, private wealth, Family Office, High Net Worth..., Investment Strategies, Wealth Management, Hedge Funds, Wealth, Investments, Asset Management, Financial Planning, Finance, Mutual Funds
Education
California State University-Northridge
BS, Finance
University of North Carolina at Charlotte
Certified Financial Planner program
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
Alicia Alcantara Alicia Alcantara's Brown Brothers Harriman Experience February 2008 - September 2009
Job Executive Admin
Industry Wholesale
Experience
Lifestyle Solutions Inc. April 2013 - Present
Brown Brothers Harriman February 2008 - September 2009
Putnam Investments December 1997 - February 2008
Equitrac Corporation June 1995 - December 1997
Skills
Ceridian, windows 7, Microsoft Office 2007, Bloomberg, Typing, Fax, Phone Etiquette, Travel Planning, Excel, PowerPoint, Filing, Organizing Meetings, ordering office supplies, Facilitate computer..., expense reports, web research, Executive Support, Calendars, Travel Arrangements, Spreadsheets, Office Management, Concur, Heavy Calendaring, File Management, Microsoft Office, Mail Merge, Office Equipment, Executive Level..., Organization, Office Administration, Calendaring, Confidentiality, Equities, Visio, Lotus Notes, Access, Microsoft Word, Expense Management, Telephone Skills, Data Entry, Time Management, Document Management, Payroll, Outlook, Records Management
Education
University of Phoenix 2002 — 2015
Bachelor of Business Administration
Burdett School 1994 — 1995
Certified, Executive Secretarial Program
Cape Cod Community College 1990 — 1991
Legal Administrative Assistant/Secretary
Lifestyle Solutions Inc. April 2013 - Present
Brown Brothers Harriman February 2008 - September 2009
Putnam Investments December 1997 - February 2008
Equitrac Corporation June 1995 - December 1997
Skills
Ceridian, windows 7, Microsoft Office 2007, Bloomberg, Typing, Fax, Phone Etiquette, Travel Planning, Excel, PowerPoint, Filing, Organizing Meetings, ordering office supplies, Facilitate computer..., expense reports, web research, Executive Support, Calendars, Travel Arrangements, Spreadsheets, Office Management, Concur, Heavy Calendaring, File Management, Microsoft Office, Mail Merge, Office Equipment, Executive Level..., Organization, Office Administration, Calendaring, Confidentiality, Equities, Visio, Lotus Notes, Access, Microsoft Word, Expense Management, Telephone Skills, Data Entry, Time Management, Document Management, Payroll, Outlook, Records Management
Education
University of Phoenix 2002 — 2015
Bachelor of Business Administration
Burdett School 1994 — 1995
Certified, Executive Secretarial Program
Cape Cod Community College 1990 — 1991
Legal Administrative Assistant/Secretary
Michelle Qu Michelle Qu's Brown Brothers Harriman Experience March 2010 - April 2011
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America September 2014 - Present
Bank of America May 2011 - September 2014
Brown Brothers Harriman March 2010 - April 2011
Ernst & Young May 2005 - February 2010
The Walt Disney Company January 2007 - August 2007
Skills
Financial Modeling, Leadership, Finance, Forecasting, Hyperion Enterprise, Analysis, Visio, Project Management, Risk Management, Management Consulting, Management, Access, MS Project, Financial Services, PowerPoint, Business Analysis, Banking, Strategy
Education
Carnegie Mellon University
BS, Computer Science, Business Administration
Bank of America September 2014 - Present
Bank of America May 2011 - September 2014
Brown Brothers Harriman March 2010 - April 2011
Ernst & Young May 2005 - February 2010
The Walt Disney Company January 2007 - August 2007
Skills
Financial Modeling, Leadership, Finance, Forecasting, Hyperion Enterprise, Analysis, Visio, Project Management, Risk Management, Management Consulting, Management, Access, MS Project, Financial Services, PowerPoint, Business Analysis, Banking, Strategy
Education
Carnegie Mellon University
BS, Computer Science, Business Administration
Andrei Ignat Andrei Ignat's Brown Brothers Harriman Experience January 2009 - May 2009
Job Managing Partner at Atlas Property Group
Industry Real Estate
Experience
Atlas Property Group August 2015 - Present
Colliers International June 2014 - Present
Continental Finance Corporation May 2010 - June 2014
The Abramson Law Group June 2009 - May 2010
Brown Brothers Harriman January 2009 - May 2009
New York State Psychiatric Institute / Columbia University Medical Center June 2007 - May 2008
Columbia University Medical Center May 2005 - August 2005
Skills
Investments, Valuation, Data Analysis, Business Development, Due Diligence, Analysis, Equities, Finance, Start-ups, Strategic Planning, Private Equity, Real Estate, Financial Modeling, Investment Banking, Portfolio Management, Strategic Financial..., Asset Management, Market Research, Mergers & Acquisitions, Entrepreneurship, Venture Capital, Risk Management, Market Analysis, Corporate Finance, Business Strategy, Strategy, Financial Analysis, Executive Management
Education
Harvard Law School 2015 — 2018
Doctor of Law (J.D.)
City University of New York-Hunter College 2006 — 2010
BA, Interdisciplinary Honors, Economics, Religion
Hunter College High School
Atlas Property Group August 2015 - Present
Colliers International June 2014 - Present
Continental Finance Corporation May 2010 - June 2014
The Abramson Law Group June 2009 - May 2010
Brown Brothers Harriman January 2009 - May 2009
New York State Psychiatric Institute / Columbia University Medical Center June 2007 - May 2008
Columbia University Medical Center May 2005 - August 2005
Skills
Investments, Valuation, Data Analysis, Business Development, Due Diligence, Analysis, Equities, Finance, Start-ups, Strategic Planning, Private Equity, Real Estate, Financial Modeling, Investment Banking, Portfolio Management, Strategic Financial..., Asset Management, Market Research, Mergers & Acquisitions, Entrepreneurship, Venture Capital, Risk Management, Market Analysis, Corporate Finance, Business Strategy, Strategy, Financial Analysis, Executive Management
Education
Harvard Law School 2015 — 2018
Doctor of Law (J.D.)
City University of New York-Hunter College 2006 — 2010
BA, Interdisciplinary Honors, Economics, Religion
Hunter College High School
Clyde Montevirgen Clyde Montevirgen's Brown Brothers Harriman Experience October 2011 - September 2012
Job Finance: Corporate Finance, FP&A, Investor Relations, Forecasting, Equity Analysis, Valuation, IPO Specialist
Industry Financial Services
Experience
Marrone Bio Innovations 2013 - Present
Brown Brothers Harriman October 2011 - September 2012
Standard & Poor's March 2006 - November 2011
Asyst Technologies 2000 - 2002
Skills
Financial Modeling, Equity Research, Equities, Valuation, Financial Analysis, Investments, Asset Managment, Due Diligence, Bloomberg, Portfolio Management, Finance, Asset Allocation, Media Relations, Equity Valuation, Fundamental Analysis, Cash Flow Forecasting, Income Statement, Balance Sheet, Semiconductor Industry, Solar Power, software, Computer Hardware, Supply Chain Management, Ratios, DCF Valuation, Investment Valuation, Valuation Modeling, Haver, Economics, ETFs, Software, Asset Management, Series 7, Capital Markets, Trading, Management, P&L
Education
University of Notre Dame
Master of Business Administration (M.B.A.)
California State University-Hayward
BS
Marrone Bio Innovations 2013 - Present
Brown Brothers Harriman October 2011 - September 2012
Standard & Poor's March 2006 - November 2011
Asyst Technologies 2000 - 2002
Skills
Financial Modeling, Equity Research, Equities, Valuation, Financial Analysis, Investments, Asset Managment, Due Diligence, Bloomberg, Portfolio Management, Finance, Asset Allocation, Media Relations, Equity Valuation, Fundamental Analysis, Cash Flow Forecasting, Income Statement, Balance Sheet, Semiconductor Industry, Solar Power, software, Computer Hardware, Supply Chain Management, Ratios, DCF Valuation, Investment Valuation, Valuation Modeling, Haver, Economics, ETFs, Software, Asset Management, Series 7, Capital Markets, Trading, Management, P&L
Education
University of Notre Dame
Master of Business Administration (M.B.A.)
California State University-Hayward
BS
JoAnn Bragg-Marrero JoAnn Bragg-Marrero's Brown Brothers Harriman Experience March 1993 - Present
Job AVP, Systems Analyst Project Coordinator at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 1993 - Present
Manufacturers Hanover Trust October 1988 - August 1992
Skills
Global Custody, Corporate Actions, Securities, Derivatives, Security, Fund Accounting, Settlement, Back Office, Fixed Income, Equities, Financial Services, Bloomberg, Mutual Funds, Reference Data, Market Data, Asset Management, Investments, Middle Office, Financial Markets, Prime Brokerage
Education
City University of New York-Brooklyn College 1986 — 1988
BA, Health & Nutrition Science
Brown Brothers Harriman March 1993 - Present
Manufacturers Hanover Trust October 1988 - August 1992
Skills
Global Custody, Corporate Actions, Securities, Derivatives, Security, Fund Accounting, Settlement, Back Office, Fixed Income, Equities, Financial Services, Bloomberg, Mutual Funds, Reference Data, Market Data, Asset Management, Investments, Middle Office, Financial Markets, Prime Brokerage
Education
City University of New York-Brooklyn College 1986 — 1988
BA, Health & Nutrition Science
Nou Her's Brown Brothers Harriman Experience April 2012 - August 2012
Job J.D. Candidate at William Mitchell College of Law
Industry Legal Services
Experience
JPMorgan Chase August 2012 - March 2015
Brown Brothers Harriman April 2012 - August 2012
JPMorgan Chase July 2011 - April 2012
Abercrombie & Fitch Co. August 2010 - May 2011
Central Michigan University December 2006 - August 2010
Dow Corning May 2009 - August 2009
Central Michgan University January 2009 - May 2009
Skills
Excel, Community Outreach, Internal Communications, Markit WSOWeb, Markit WSOData, Eagle, InvestOne, Events Coordination, Microsoft Office, Client Service Oriented, Financial Analysis, Account Reconciliation, Microsoft Excel, Training, Auditing, Financial Reporting, Tax, Accounting, Analysis, Customer Service, Public Speaking, Finance, Client Services, Leadership, PowerPoint
Education
William Mitchell College of Law 2015 — 2018
Doctor of Law (J.D.), International Business, Trade, and Tax Law, 1L
Central Michigan University 2006 — 2010
B.S.B.A., International Business and Accounting, Legal Studies Minor
JPMorgan Chase August 2012 - March 2015
Brown Brothers Harriman April 2012 - August 2012
JPMorgan Chase July 2011 - April 2012
Abercrombie & Fitch Co. August 2010 - May 2011
Central Michigan University December 2006 - August 2010
Dow Corning May 2009 - August 2009
Central Michgan University January 2009 - May 2009
Skills
Excel, Community Outreach, Internal Communications, Markit WSOWeb, Markit WSOData, Eagle, InvestOne, Events Coordination, Microsoft Office, Client Service Oriented, Financial Analysis, Account Reconciliation, Microsoft Excel, Training, Auditing, Financial Reporting, Tax, Accounting, Analysis, Customer Service, Public Speaking, Finance, Client Services, Leadership, PowerPoint
Education
William Mitchell College of Law 2015 — 2018
Doctor of Law (J.D.), International Business, Trade, and Tax Law, 1L
Central Michigan University 2006 — 2010
B.S.B.A., International Business and Accounting, Legal Studies Minor
Oluwatobi Ogunwuyi Oluwatobi Ogunwuyi's Brown Brothers Harriman Experience July 2005 - August 2005
Job Assistive Technician at City College of New York
Industry Nonprofit Organization Management
Experience
City College of New York February 2012 - Present
Year Up March 2011 - January 2012
Dunkin Donuts November 2010 - March 2011
Brown Brothers Harriman July 2005 - August 2005
Skills
Public Speaking, Oral & Written..., Information Technology, Creative Problem Solving, Listening to customers, Customer Satisfaction, Microsoft Office, Outlook, PowerPoint, Windows 7, Customer Service, Teaching, Communication, Nonprofits, Public Relations, Graphic Design
Education
City University of New York City College
Public Relations, Advertising, and Applied Communication
City College of New York February 2012 - Present
Year Up March 2011 - January 2012
Dunkin Donuts November 2010 - March 2011
Brown Brothers Harriman July 2005 - August 2005
Skills
Public Speaking, Oral & Written..., Information Technology, Creative Problem Solving, Listening to customers, Customer Satisfaction, Microsoft Office, Outlook, PowerPoint, Windows 7, Customer Service, Teaching, Communication, Nonprofits, Public Relations, Graphic Design
Education
City University of New York City College
Public Relations, Advertising, and Applied Communication
Frank Sapareto's Brown Brothers Harriman Experience May 2015 - August 2015
Job Investor Services Risk Management Intern at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - August 2015
Federal Reserve Bank of Boston June 2013 - August 2014
BAE Systems June 2011 - August 2011
Freshwater Farms April 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Tax, Auditing, Research, Analysis
Education
Bryant University 2012 — 2016
Bachelor's Degree, Finance and Economics
Pinkerton Academy 2008 — 2012
3.5 GPA
Brown Brothers Harriman May 2015 - August 2015
Federal Reserve Bank of Boston June 2013 - August 2014
BAE Systems June 2011 - August 2011
Freshwater Farms April 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Tax, Auditing, Research, Analysis
Education
Bryant University 2012 — 2016
Bachelor's Degree, Finance and Economics
Pinkerton Academy 2008 — 2012
3.5 GPA
Holly A. Drumm's Brown Brothers Harriman Experience 1998 - 1999
Job Advanced ESL Instructor and Paraeducator
Industry Primary/Secondary Education
Experience
Connecticut Public Schools September 2012 - 2015
Zhang Associates LLC March 2001 - March 2010
Publishers Communication Group 2010 - 2010
Suffolk University 2003 - 2006
Reliance Systems 2005 - 2005
ProAct Technologies 2000 - 2001
Dozal Information Technology Resources 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Liberty Mutual Insurance Group 1996 - 1998
Dozal Information Technology Resources 1996 - 1996
Skills
Cross-functional Team..., Project Management, Strategic Planning, Change Management, Risk Management, Management, Analysis, Mergers, Training
Education
University of New Haven 2011 — 2012
Certificate Program
Suffolk University - Sawyer Business School 1999 — 2001
MBA
Yale University 1988 — 1988
Summer Language Programs
Central Connecticut State University 1978 — 1982
BA
High School
Connecticut Public Schools September 2012 - 2015
Zhang Associates LLC March 2001 - March 2010
Publishers Communication Group 2010 - 2010
Suffolk University 2003 - 2006
Reliance Systems 2005 - 2005
ProAct Technologies 2000 - 2001
Dozal Information Technology Resources 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Liberty Mutual Insurance Group 1996 - 1998
Dozal Information Technology Resources 1996 - 1996
Skills
Cross-functional Team..., Project Management, Strategic Planning, Change Management, Risk Management, Management, Analysis, Mergers, Training
Education
University of New Haven 2011 — 2012
Certificate Program
Suffolk University - Sawyer Business School 1999 — 2001
MBA
Yale University 1988 — 1988
Summer Language Programs
Central Connecticut State University 1978 — 1982
BA
High School
Michelle Capriotti's Brown Brothers Harriman Experience July 2014 - October 2014
Job BusinessOperations Analyst at Fidelity Investments
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - October 2014
Fidelity Investments August 2009 - September 2012
Fidelity Investments August 2008 - August 2009
Fidelity Investments April 2008 - August 2008
Fidelity Investments June 2006 - January 2008
Boston Stock Exchange June 2005 - June 2006
Skills
Finance, Accounting, Financial Modeling, Economics, Strategic Planning, Income Statement, Planning Budgeting &..., Analysis, Business Intelligence, Customer Service, Leadership, Problem Solving, Critical Thinking, Valuation, Visionary, Collaboration, Systems Analysis, Training, Business Analysis, Process Improvement, Vendor Management, Management, Financial Services, Financial Analysis
Education
Cambridge College 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.52
Stony Point
Brown Brothers Harriman July 2014 - October 2014
Fidelity Investments August 2009 - September 2012
Fidelity Investments August 2008 - August 2009
Fidelity Investments April 2008 - August 2008
Fidelity Investments June 2006 - January 2008
Boston Stock Exchange June 2005 - June 2006
Skills
Finance, Accounting, Financial Modeling, Economics, Strategic Planning, Income Statement, Planning Budgeting &..., Analysis, Business Intelligence, Customer Service, Leadership, Problem Solving, Critical Thinking, Valuation, Visionary, Collaboration, Systems Analysis, Training, Business Analysis, Process Improvement, Vendor Management, Management, Financial Services, Financial Analysis
Education
Cambridge College 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.52
Stony Point
Siobhan Whitman's Brown Brothers Harriman Experience AssociateBrown Brothers Harriman2001 - 2008
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman AssociateBrown Brothers Harriman2001 - 2008
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Securities, Equities, Fixed Income, Financial Services, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Investments, Asset Management, Corporate Actions, Bloomberg, Finance
Education
Bryant University 1997 — 2001
Brown Brothers Harriman AssociateBrown Brothers Harriman2001 - 2008
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Securities, Equities, Fixed Income, Financial Services, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Investments, Asset Management, Corporate Actions, Bloomberg, Finance
Education
Bryant University 1997 — 2001
Alison Adler's Brown Brothers Harriman Experience July 1992 - February 1994
Job Finance & Market Research Professional
Industry Market Research
Experience
Albert & Lawrence Attia, MD, PC October 2008 - Present
The Nielsen Company March 2000 - June 2007
AMS Planning & Research September 1997 - March 2000
The Eliran-Murphy Group August 1995 - August 1997
Kidder Peabody February 1994 - December 1994
Brown Brothers Harriman July 1992 - February 1994
Skills
EMRs, Office Administration, Marketing Research, Qualitative Research, Focus Groups, Report Writing, Strategic Planning, AC Nielsen, Project Management, Panel Data Analysis, Customer Insight, Segmentation, Brand Management, FMCG
Education
Pace University - Lubin School of Business 1994 — 1997
M.B.A., Marketing
Bryn Mawr College 1987 — 1991
A.B., English
Albert & Lawrence Attia, MD, PC October 2008 - Present
The Nielsen Company March 2000 - June 2007
AMS Planning & Research September 1997 - March 2000
The Eliran-Murphy Group August 1995 - August 1997
Kidder Peabody February 1994 - December 1994
Brown Brothers Harriman July 1992 - February 1994
Skills
EMRs, Office Administration, Marketing Research, Qualitative Research, Focus Groups, Report Writing, Strategic Planning, AC Nielsen, Project Management, Panel Data Analysis, Customer Insight, Segmentation, Brand Management, FMCG
Education
Pace University - Lubin School of Business 1994 — 1997
M.B.A., Marketing
Bryn Mawr College 1987 — 1991
A.B., English
Scott Sawtelle's Brown Brothers Harriman Experience 2000 - Present
Job Vice President at BBH
Industry Financial Services
Experience
BBH April 2000 - Present
Brown Brothers Harriman 2000 - Present
Skills
Global Custody, Fixed Income, Fund Accounting, Financial Analysis, Bloomberg, Corporate Actions, Mutual Funds, Securities, Financial Services, Equities, Hedge Funds, Leadership, Asset Management, Risk Management
Education
Bryant University 1987 — 1990
BBH April 2000 - Present
Brown Brothers Harriman 2000 - Present
Skills
Global Custody, Fixed Income, Fund Accounting, Financial Analysis, Bloomberg, Corporate Actions, Mutual Funds, Securities, Financial Services, Equities, Hedge Funds, Leadership, Asset Management, Risk Management
Education
Bryant University 1987 — 1990
Daniel Greifenkamp's Brown Brothers Harriman Experience January 2014 - Present
Job Managing Director at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman November 2011 - Present
Abbey Capital September 2010 - November 2011
Artisan Partners Limited Partnership May 1997 - December 2009
Skills
Financial Services, Mutual Funds, Investments, Asset Management, Morningstar, Hedge Funds, Asset Managment, Equities, Alternative Investments, Securities, Asset Allocation, Investment Management, Investment Strategies, Series 7
Education
The University of Chicago - Booth School of Business 1995 — 1998
MBA
Carroll University 1988 — 1991
BS, Business
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman November 2011 - Present
Abbey Capital September 2010 - November 2011
Artisan Partners Limited Partnership May 1997 - December 2009
Skills
Financial Services, Mutual Funds, Investments, Asset Management, Morningstar, Hedge Funds, Asset Managment, Equities, Alternative Investments, Securities, Asset Allocation, Investment Management, Investment Strategies, Series 7
Education
The University of Chicago - Booth School of Business 1995 — 1998
MBA
Carroll University 1988 — 1991
BS, Business
Gary Casagrande's Brown Brothers Harriman Experience May 2011 - Present
Job Head of Financial Reporting and Expense Administration at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2011 - Present
JP Morgan August 2006 - May 2011
Investors Bank and Trust April 2005 - August 2006
Deutsche Asset Management April 2001 - April 2005
State Street Bank July 1994 - April 2001
Skills
Asset Management, Derivatives, Financial Reporting, Financial Services, Fund Accounting, Fund Administration, Investments, Mutual Funds, Risk Management
Education
Bryant University 1990 — 1994
Bachelor of Science in Business Administration, Finance
Brown Brothers Harriman May 2011 - Present
JP Morgan August 2006 - May 2011
Investors Bank and Trust April 2005 - August 2006
Deutsche Asset Management April 2001 - April 2005
State Street Bank July 1994 - April 2001
Skills
Asset Management, Derivatives, Financial Reporting, Financial Services, Fund Accounting, Fund Administration, Investments, Mutual Funds, Risk Management
Education
Bryant University 1990 — 1994
Bachelor of Science in Business Administration, Finance
Richard Koss's Brown Brothers Harriman Experience September 1998 - October 2007
Job Director of Mortgage Market Analysis at Fannie Mae
Industry Investment Management
Experience
Fannie Mae April 2009 - Present
Brown Brothers Harriman September 1998 - October 2007
CIBC 1992 - 1996
General Motors 1985 - 1992
Council of Economic Advisers 1976 - 1979
Skills
Fixed Income, Portfolio Management, Finance, Alternative Investments, Risk Management, Capital Markets, Analysis, Private Equity, Hedge Funds, Asset Allocation, Treasury Management, Valuation, Financial Modeling, Derivatives, Equities, MBS
Education
University of Pennsylvania 1980 — 1985
PhD, Economics
Case Western Reserve University 1972 — 1976
BS, Mathematics/Statistics
Fannie Mae April 2009 - Present
Brown Brothers Harriman September 1998 - October 2007
CIBC 1992 - 1996
General Motors 1985 - 1992
Council of Economic Advisers 1976 - 1979
Skills
Fixed Income, Portfolio Management, Finance, Alternative Investments, Risk Management, Capital Markets, Analysis, Private Equity, Hedge Funds, Asset Allocation, Treasury Management, Valuation, Financial Modeling, Derivatives, Equities, MBS
Education
University of Pennsylvania 1980 — 1985
PhD, Economics
Case Western Reserve University 1972 — 1976
BS, Mathematics/Statistics
Beth Haddock's Brown Brothers Harriman Experience April 2005 - October 2013
Job Managing Director Head of Institutional Compliance at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2013 - Present
Brown Brothers Harriman April 2005 - October 2013
Brown Brothers Harriman April 2005 - July 2011
AXA Equitable January 1997 - January 2005
The Acacia Group LLC 1995 - 1997
Cohen, Hausfeld & Toll 1993 - 1995
Skills
Adjunct Professor NYU, NYSE Liffe Arbitration..., Hold Series 7, 24, 14..., Darden School of..., Securities, Securities Regulation, Investment Advisory, Hedge Funds, Banking, Financial Services, Investment Management, Insurance, FINRA, NYSE, Mutual Funds, Investment Advisers Act, Investments, Arbitration, AML, Investment Company Act, Corporate Governance, Corporate Law
Education
Columbus School of Law 1990 — 1993
JD, Law
Bucknell University 1984 — 1988
BA, Economics
Guggenheim Partners October 2013 - Present
Brown Brothers Harriman April 2005 - October 2013
Brown Brothers Harriman April 2005 - July 2011
AXA Equitable January 1997 - January 2005
The Acacia Group LLC 1995 - 1997
Cohen, Hausfeld & Toll 1993 - 1995
Skills
Adjunct Professor NYU, NYSE Liffe Arbitration..., Hold Series 7, 24, 14..., Darden School of..., Securities, Securities Regulation, Investment Advisory, Hedge Funds, Banking, Financial Services, Investment Management, Insurance, FINRA, NYSE, Mutual Funds, Investment Advisers Act, Investments, Arbitration, AML, Investment Company Act, Corporate Governance, Corporate Law
Education
Columbus School of Law 1990 — 1993
JD, Law
Bucknell University 1984 — 1988
BA, Economics
Jennifer Dean Fox's Brown Brothers Harriman Experience June 2005 - April 2007
Job RFP Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS 2011 - Present
MFS Investment Management April 2007 - December 2011
Brown Brothers Harriman June 2005 - April 2007
Education
Bryant University 2001 — 2005
MFS 2011 - Present
MFS Investment Management April 2007 - December 2011
Brown Brothers Harriman June 2005 - April 2007
Education
Bryant University 2001 — 2005
Dana Razefsky's Brown Brothers Harriman Experience February 2011 - Present
Job Associate at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman February 2011 - Present
Brown Brothers Harriman January 2009 - September 2011
Brown Brothers Harriman January 2006 - January 2010
Duane Reade March 1998 - January 2006
Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Bloomberg Terminal, Corporate Actions, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds, Securities, Settlement, Financial Modeling, Capital Markets
Education
City University of New York-College of Staten Island 1999 — 2006
Bachelor of Science (BS), Communication and Media Studies
Brown Brothers Harriman February 2011 - Present
Brown Brothers Harriman January 2009 - September 2011
Brown Brothers Harriman January 2006 - January 2010
Duane Reade March 1998 - January 2006
Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Bloomberg Terminal, Corporate Actions, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds, Securities, Settlement, Financial Modeling, Capital Markets
Education
City University of New York-College of Staten Island 1999 — 2006
Bachelor of Science (BS), Communication and Media Studies
Mary Cleaves's Brown Brothers Harriman Experience February 2006 - Present
Job Product Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2006 - Present
BISYS Fund Services June 2004 - February 2006
Bisys Hedge Fund Services 2004 - 2006
State Street Bank June 1993 - August 2003
Skills
Securities, Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Financial Services, Global Custody
Education
Bryant University
Bachelor of Science (B.S.), Accounting
Brown Brothers Harriman February 2006 - Present
BISYS Fund Services June 2004 - February 2006
Bisys Hedge Fund Services 2004 - 2006
State Street Bank June 1993 - August 2003
Skills
Securities, Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Financial Services, Global Custody
Education
Bryant University
Bachelor of Science (B.S.), Accounting
Peter Krawciw's Brown Brothers Harriman Experience September 2008 - Present
Job Assistant Vice President, Investor Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2008 - Present
Fidelity Investments December 2000 - August 2008
Skills
Business Analysis, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Mutual Funds, Securities
Education
Bryant University 1995 — 1999
Bachelor, Finance
Brown Brothers Harriman September 2008 - Present
Fidelity Investments December 2000 - August 2008
Skills
Business Analysis, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Mutual Funds, Securities
Education
Bryant University 1995 — 1999
Bachelor, Finance
James McAllen's Brown Brothers Harriman Experience June 2007 - June 2013
Job Author of Split Rock Road
Industry Broadcast Media
Experience
Bloomberg LP July 2013 - Present
Split Rock Road January 2013 - Present
Brown Brothers Harriman June 2007 - June 2013
MLB.com May 2007 - October 2008
BNY Mellon June 1995 - May 2006
Citi November 1987 - June 1995
Education
City University of New York-Brooklyn College 1990 — 1993
Bloomberg LP July 2013 - Present
Split Rock Road January 2013 - Present
Brown Brothers Harriman June 2007 - June 2013
MLB.com May 2007 - October 2008
BNY Mellon June 1995 - May 2006
Citi November 1987 - June 1995
Education
City University of New York-Brooklyn College 1990 — 1993
Nicole Koutsourakis's Brown Brothers Harriman Experience 1998 - 2000
Job Senior Manager at Deloitte & Touche
Industry Financial Services
Experience
Deloitte & Touche LLP 2000 - Present
Brown Brothers Harriman 1998 - 2000
Lazard Asset Management 1996 - 1998
Dreyfus March 1994 - May 1996
Skills
Private Equity, Risk Management, Management Consulting, Financial Services, Hedge Funds, Enterprise Risk..., Due Diligence, Financial Risk, Mutual Funds, Corporate Finance, Process Improvement, Change Management, Business Process...
Education
City University of New York-Brooklyn College 1990 — 1994
BS, Accounting
Deloitte & Touche LLP 2000 - Present
Brown Brothers Harriman 1998 - 2000
Lazard Asset Management 1996 - 1998
Dreyfus March 1994 - May 1996
Skills
Private Equity, Risk Management, Management Consulting, Financial Services, Hedge Funds, Enterprise Risk..., Due Diligence, Financial Risk, Mutual Funds, Corporate Finance, Process Improvement, Change Management, Business Process...
Education
City University of New York-Brooklyn College 1990 — 1994
BS, Accounting
Guy Antonelli's Brown Brothers Harriman Experience April 1987 - June 2000
Job Director Of Global Business Continuity Management and Disaster Recovery
Industry Financial Services
Experience
AIG Investments January 2007 - Present
Lord Abbett January 2004 - January 2007
Deutsche Asset Management June 2000 - 2004
Brown Brothers Harriman April 1987 - June 2000
Skills
Business Continuity..., Fixed Income, Equities, Corporate Actions, SAS70, SOX Compliancy, Middle Office, Asset Managment, Hedge Funds, Asset Management, Trading Systems, Investments, Securities, Mutual Funds, Alternative Investments, Bloomberg, Series 7, Derivatives, Financial Services, Investment Management, Bonds
Education
City University of New York-College of Staten Island 2000 — 2006
AIG Investments January 2007 - Present
Lord Abbett January 2004 - January 2007
Deutsche Asset Management June 2000 - 2004
Brown Brothers Harriman April 1987 - June 2000
Skills
Business Continuity..., Fixed Income, Equities, Corporate Actions, SAS70, SOX Compliancy, Middle Office, Asset Managment, Hedge Funds, Asset Management, Trading Systems, Investments, Securities, Mutual Funds, Alternative Investments, Bloomberg, Series 7, Derivatives, Financial Services, Investment Management, Bonds
Education
City University of New York-College of Staten Island 2000 — 2006
Scott Schatz's Brown Brothers Harriman Experience November 2003 - March 2006
Job Senior Vice President, Finance, Accounting & Systems
Industry Broadcast Media
Experience
Townsquare Media April 2010 - Present
FiveWire Media March 2009 - Present
Bear Stearns March 2006 - June 2008
Brown Brothers Harriman November 2003 - March 2006
JP Morgan July 2000 - June 2002
Education
Carnegie Mellon University 1996 — 2000
BS, Electrical & Computer Engineering
Townsquare Media April 2010 - Present
FiveWire Media March 2009 - Present
Bear Stearns March 2006 - June 2008
Brown Brothers Harriman November 2003 - March 2006
JP Morgan July 2000 - June 2002
Education
Carnegie Mellon University 1996 — 2000
BS, Electrical & Computer Engineering
Lorrie Gordon's Brown Brothers Harriman Experience April 1994 - Present
Job Managing Director and Chief Development Officer at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman April 1994 - Present
Education
Carleton University 1989 — 1992
Honors BA, Economics
Brown Brothers Harriman April 1994 - Present
Education
Carleton University 1989 — 1992
Honors BA, Economics
Graeme Henderson's Brown Brothers Harriman Experience 2003 - 2007
Job Managing Director Business Development at Cachematrix
Industry Information Technology and Services
Experience
Cachematrix October 2011 - Present
Bank of America 2007 - 2011
Brown Brothers Harriman 2003 - 2007
Skills
Equities, Risk Management, Capital Markets, Portfolio Management, Fixed Income, Business Development, Banking, Financial Services, Vendor Management, Cash Management, Wealth Management, Strategy, Asset Managment, Mutual Funds, Securities, Asset Management, Business Strategy, Derivatives, Account Management, Cross-functional Team..., Hedge Funds, CRM, Investments, Alternative Investments, Financial Markets, Series 7, Electronic Trading, Management
Education
Bucknell University 1982 — 1986
BSBA Accounting, Accounting, Information Services
Merchiston Castle School
Cachematrix October 2011 - Present
Bank of America 2007 - 2011
Brown Brothers Harriman 2003 - 2007
Skills
Equities, Risk Management, Capital Markets, Portfolio Management, Fixed Income, Business Development, Banking, Financial Services, Vendor Management, Cash Management, Wealth Management, Strategy, Asset Managment, Mutual Funds, Securities, Asset Management, Business Strategy, Derivatives, Account Management, Cross-functional Team..., Hedge Funds, CRM, Investments, Alternative Investments, Financial Markets, Series 7, Electronic Trading, Management
Education
Bucknell University 1982 — 1986
BSBA Accounting, Accounting, Information Services
Merchiston Castle School
Jay Kim's Brown Brothers Harriman Experience 1996 - 1997
Job
Industry Investment Banking
Experience
Credit Suisse 2011 - Present
Barclays Capital 2001 - May 2011
Salomon Smith Barney 1999 - 2001
Barclays Capital 1997 - 1999
Brown Brothers Harriman 1996 - 1997
Education
Bucknell University
Credit Suisse 2011 - Present
Barclays Capital 2001 - May 2011
Salomon Smith Barney 1999 - 2001
Barclays Capital 1997 - 1999
Brown Brothers Harriman 1996 - 1997
Education
Bucknell University
Sandra Herrera's Brown Brothers Harriman Experience 1997 - 1999
Job Attorney at San Manuel Band of Mission Indians
Industry Law Practice
Experience
San Manuel Band of Mission Indians September 2015 - Present
Polsinelli March 2013 - September 2015
Nossaman LLP September 2005 - March 2013
Start Up 2001 - 2002
Kayne Anderson Rudnick 1999 - 2001
Brown Brothers Harriman 1997 - 1999
Skills
Real Estate, Legal Research, Legal Writing, Appeals, Intellectual Property, Courts, Corporate Law, Bankruptcy, Events Organisation, Business Transactions, Real Estate Transactions, Mediation, Due Diligence, Mergers & Acquisitions, Westlaw, Corporate Governance
Education
Stanford University Law School 2002 — 2005
JD
University of Michigan 1995 — 1997
MPP
Carleton College 1990 — 1994
BA, Psychology
Whitney Young 1986 — 1990
San Manuel Band of Mission Indians September 2015 - Present
Polsinelli March 2013 - September 2015
Nossaman LLP September 2005 - March 2013
Start Up 2001 - 2002
Kayne Anderson Rudnick 1999 - 2001
Brown Brothers Harriman 1997 - 1999
Skills
Real Estate, Legal Research, Legal Writing, Appeals, Intellectual Property, Courts, Corporate Law, Bankruptcy, Events Organisation, Business Transactions, Real Estate Transactions, Mediation, Due Diligence, Mergers & Acquisitions, Westlaw, Corporate Governance
Education
Stanford University Law School 2002 — 2005
JD
University of Michigan 1995 — 1997
MPP
Carleton College 1990 — 1994
BA, Psychology
Whitney Young 1986 — 1990
Kerri Dalrymple's Brown Brothers Harriman Experience June 2013 - Present
Job Financial Reporting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
State Street June 2005 - January 2013
Education
Bryant University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Brown Brothers Harriman June 2013 - Present
State Street June 2005 - January 2013
Education
Bryant University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Siddharth Arora's Brown Brothers Harriman Experience August 2011 - June 2014
Job Associate at BV Investment Partners
Industry Venture Capital & Private Equity
Experience
BV Investment Partners July 2014 - Present
Brown Brothers Harriman August 2011 - June 2014
UBS July 2010 - July 2011
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2010
BV Investment Partners July 2014 - Present
Brown Brothers Harriman August 2011 - June 2014
UBS July 2010 - July 2011
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Cindy Roey's Brown Brothers Harriman Experience August 2011 - January 2013
Job Paralegal at Entropy Solar Integrators
Industry Legal Services
Experience
Entropy Solar Integrators December 2014 - Present
Gardner Skelton December 2013 - December 2014
Costner Law Office, PLLC May 2013 - September 2013
Brown Brothers Harriman August 2011 - January 2013
Hartsell & Williams, P.A March 2008 - February 2011
Landon A. Dunn, P.A September 2002 - January 2008
Wells Fargo (legacy Wachovia) August 2000 - March 2002
Wells Fargo (legacy First Union) June 1998 - August 2000
Wells Fargo (legacy First Union) June 1997 - June 1998
Skills
Administrative..., Legal, Office Administration, Paralegals, Legal Assistance, Microsoft Office, SoftPro, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Concur, Quicken, Adobe Acrobat, Windows XP Pro, Windows 7, Internet, Filing, Organization, Typing, Fax, Telephone Skills, Phone Screening, Mail Sorting, Scanners, Proofreading, Drafting Correspondence, Setting Appointments, Bank Reconciliation, Travel Arrangements, Setting up new..., Document Drafting, SEC filings, Estate Administration, Ordering Office Supplies, Powers of Attorney, Preparation of Wills, Living Will, Divorce, Separations, Real Estate Transactions, Mergers & Acquisitions, Corporate Trust, Transfer Agency, Customer Service, Customer Oriented, Customer Experience, Learning Quickly, Enthusiasm to learn, Legal Research
Education
University of North Carolina at Charlotte 1994 — 1996
Bachelor of Science, Criminal Justice
Central Piedmont Community College 1992 — 1994
Associate, Applied Science; Paralegal Technology
Entropy Solar Integrators December 2014 - Present
Gardner Skelton December 2013 - December 2014
Costner Law Office, PLLC May 2013 - September 2013
Brown Brothers Harriman August 2011 - January 2013
Hartsell & Williams, P.A March 2008 - February 2011
Landon A. Dunn, P.A September 2002 - January 2008
Wells Fargo (legacy Wachovia) August 2000 - March 2002
Wells Fargo (legacy First Union) June 1998 - August 2000
Wells Fargo (legacy First Union) June 1997 - June 1998
Skills
Administrative..., Legal, Office Administration, Paralegals, Legal Assistance, Microsoft Office, SoftPro, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Concur, Quicken, Adobe Acrobat, Windows XP Pro, Windows 7, Internet, Filing, Organization, Typing, Fax, Telephone Skills, Phone Screening, Mail Sorting, Scanners, Proofreading, Drafting Correspondence, Setting Appointments, Bank Reconciliation, Travel Arrangements, Setting up new..., Document Drafting, SEC filings, Estate Administration, Ordering Office Supplies, Powers of Attorney, Preparation of Wills, Living Will, Divorce, Separations, Real Estate Transactions, Mergers & Acquisitions, Corporate Trust, Transfer Agency, Customer Service, Customer Oriented, Customer Experience, Learning Quickly, Enthusiasm to learn, Legal Research
Education
University of North Carolina at Charlotte 1994 — 1996
Bachelor of Science, Criminal Justice
Central Piedmont Community College 1992 — 1994
Associate, Applied Science; Paralegal Technology
Jamie Jernegan's Brown Brothers Harriman Experience March 2010 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman March 2010 - Present
Brown Brothers Harriman August 2006 - March 2010
State Street Bank August 1992 - July 2006
Education
Bryant University 1988 — 1992
Bachelors, Accounting / Business
Brown Brothers Harriman March 2010 - Present
Brown Brothers Harriman August 2006 - March 2010
State Street Bank August 1992 - July 2006
Education
Bryant University 1988 — 1992
Bachelors, Accounting / Business
Chip Lee's Brown Brothers Harriman Experience February 2000 - October 2012
Job Senior Vice President at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust November 2012 - Present
Brown Brothers Harriman February 2000 - October 2012
Rorer Asset Management January 1997 - February 2000
Wolf Webb Burke and Campbell January 1995 - January 1997
Skills
Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Investments, Securities, Equities, Asset Managment, Fixed Income, Asset Allocation, Series 7, Business Development, Alternative Investments, Multi-generational..., Strategic Financial..., Asset Management, Private Equity, Financial Modeling, Corporate Finance, Investment Management, Due Diligence, Mergers & Acquisitions, Cash Management, Relationship Management, Hedge Funds, Wealth Management..., Series 65, Trust Services, Wealth, Valuation, Investment Strategies, Investment Banking, Finance, Capital Markets, Risk Management, Financial Analysis, Venture Capital, Equity Research, Trading, Financial Services, Financial Advisory, Series 63, Bloomberg, Mutual Funds, Leveraged Finance, Investment Advisory, ETFs, High Net Worth..., Estate Tax Planning, Banking
Education
Bucknell University
Bachelor of Arts (B.A.), Psychology
Chestnut Hill Academy
Pennsylvania Trust November 2012 - Present
Brown Brothers Harriman February 2000 - October 2012
Rorer Asset Management January 1997 - February 2000
Wolf Webb Burke and Campbell January 1995 - January 1997
Skills
Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Investments, Securities, Equities, Asset Managment, Fixed Income, Asset Allocation, Series 7, Business Development, Alternative Investments, Multi-generational..., Strategic Financial..., Asset Management, Private Equity, Financial Modeling, Corporate Finance, Investment Management, Due Diligence, Mergers & Acquisitions, Cash Management, Relationship Management, Hedge Funds, Wealth Management..., Series 65, Trust Services, Wealth, Valuation, Investment Strategies, Investment Banking, Finance, Capital Markets, Risk Management, Financial Analysis, Venture Capital, Equity Research, Trading, Financial Services, Financial Advisory, Series 63, Bloomberg, Mutual Funds, Leveraged Finance, Investment Advisory, ETFs, High Net Worth..., Estate Tax Planning, Banking
Education
Bucknell University
Bachelor of Arts (B.A.), Psychology
Chestnut Hill Academy
Stephanie Doane's Brown Brothers Harriman Experience June 2007 - March 2015
Job Portfolio administrator
Industry Financial Services
Experience
Cape Ann Savings Bank March 2015 - Present
Brown Brothers Harriman June 2007 - March 2015
Investors Bank & Trust 2001 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Securities, Financial Services, Alternative Investments, Derivatives, Fund Accounting, Fixed Income, Asset Allocation, Asset Management, Financial Modeling
Education
Suffolk University - Sawyer School of Management 2008 — 2011
MBA, Organizational Behavior
Bryant University 2003 — 2007
Bachelors, Financial Services
Cape Ann Savings Bank March 2015 - Present
Brown Brothers Harriman June 2007 - March 2015
Investors Bank & Trust 2001 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Securities, Financial Services, Alternative Investments, Derivatives, Fund Accounting, Fixed Income, Asset Allocation, Asset Management, Financial Modeling
Education
Suffolk University - Sawyer School of Management 2008 — 2011
MBA, Organizational Behavior
Bryant University 2003 — 2007
Bachelors, Financial Services
Susan M. Edwards's Brown Brothers Harriman Experience 1995 - 1997
Job Sr. Executive Secretary at Fidelity Investments
Industry Publishing
Experience
Fidelity Investments April 2013 - Present
PennWell February 2012 - April 2013
PennWell December 2010 - February 2012
Fidelity Investments January 2007 - November 2008
Fidelity Investments December 2005 - January 2007
Fidelity Investments August 1997 - December 2005
Brown Brothers Harriman 1995 - 1997
Skills
PowerPoint, Visio, Access, SharePoint
Education
Castleton University
Marketing
Southern New Hampshire University
Accounting /Business Administration
Fidelity Investments April 2013 - Present
PennWell February 2012 - April 2013
PennWell December 2010 - February 2012
Fidelity Investments January 2007 - November 2008
Fidelity Investments December 2005 - January 2007
Fidelity Investments August 1997 - December 2005
Brown Brothers Harriman 1995 - 1997
Skills
PowerPoint, Visio, Access, SharePoint
Education
Castleton University
Marketing
Southern New Hampshire University
Accounting /Business Administration
Sandra Shipp's Brown Brothers Harriman Experience October 2007 - December 2009
Job Senior Business Analyst, VP at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2011 - Present
Citi July 2010 - August 2011
Brown Brothers Harriman October 2007 - December 2009
Citigroup/Smith Barney August 2005 - June 2007
Skills
Systems Analysis, Business Requirements, Functional Requirements, Requirements Analysis, Stakeholder Workshops, Test Cases, Use Case Diagrams, Project Coordination, Team Management, Project Planning, Presentation Skills, COBOL, Mainframe, SDLC, SQL, CICS, Data Warehousing, PL/SQL, Oracle, DB2, Database Design, Requirements Gathering
Education
City University of New York 1977 — 1979
AAS, Information Technology
Kaplan University
Information Technology
JPMorgan Chase & Co. August 2011 - Present
Citi July 2010 - August 2011
Brown Brothers Harriman October 2007 - December 2009
Citigroup/Smith Barney August 2005 - June 2007
Skills
Systems Analysis, Business Requirements, Functional Requirements, Requirements Analysis, Stakeholder Workshops, Test Cases, Use Case Diagrams, Project Coordination, Team Management, Project Planning, Presentation Skills, COBOL, Mainframe, SDLC, SQL, CICS, Data Warehousing, PL/SQL, Oracle, DB2, Database Design, Requirements Gathering
Education
City University of New York 1977 — 1979
AAS, Information Technology
Kaplan University
Information Technology
Angie Ferner's Brown Brothers Harriman Experience May 2000 - Present
Job Event Planner at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2000 - Present
ADT, Inc. June 1998 - February 2000
Skills
Event Management, Customer Service, Financial Services, Social Media, Event Planning, Marketing
Education
Cedarville University 1994 — 1998
Bachelor of Arts (B.A.), Communication Arts
Brown Brothers Harriman May 2000 - Present
ADT, Inc. June 1998 - February 2000
Skills
Event Management, Customer Service, Financial Services, Social Media, Event Planning, Marketing
Education
Cedarville University 1994 — 1998
Bachelor of Arts (B.A.), Communication Arts
Cherie Jeffries's Brown Brothers Harriman Experience September 1995 - June 2003
Job Director of Fixed Income Trading at Florida State Board of Administration
Industry Government Administration
Experience
Florida State Board of Administration October 2012 - Present
Florida Department of Financial Services, Division of Treasury July 2012 - October 2012
Florida Department of Financial Services, Division of Treasury June 2003 - July 2012
Brown Brothers Harriman September 1995 - June 2003
Brown Brothers Harriman June 1994 - September 1995
Skills
Business Analysis, Fixed Income, Management, Securities Lending, Analysis, Insurance, Economics, Treasury Management, Structured Products, Data Analysis, Funding, Due Diligence, Mergers & Acquisitions, Internal Controls, Access, Equity Research
Education
Charleston Southern University 1992 — 1994
MBA, Business
Charleston Southern University 1989 — 1991
BT, Business
Trident Technical College 1987 — 1988
ASSOCIATES, BUSINESS
Florida State Board of Administration October 2012 - Present
Florida Department of Financial Services, Division of Treasury July 2012 - October 2012
Florida Department of Financial Services, Division of Treasury June 2003 - July 2012
Brown Brothers Harriman September 1995 - June 2003
Brown Brothers Harriman June 1994 - September 1995
Skills
Business Analysis, Fixed Income, Management, Securities Lending, Analysis, Insurance, Economics, Treasury Management, Structured Products, Data Analysis, Funding, Due Diligence, Mergers & Acquisitions, Internal Controls, Access, Equity Research
Education
Charleston Southern University 1992 — 1994
MBA, Business
Charleston Southern University 1989 — 1991
BT, Business
Trident Technical College 1987 — 1988
ASSOCIATES, BUSINESS
Syed Hossain's Brown Brothers Harriman Experience April 2015 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
JPMorgan Chase September 2011 - April 2015
PineBridge Investments December 2009 - September 2011
Mizuho Securities USA January 2008 - December 2009
US Tech Solutions June 2007 - April 2009
Allied North America September 2007 - December 2007
Omnicom Group June 2005 - September 2007
DOITT October 2003 - June 2005
White Mountains Re May 2004 - July 2004
Education
Monipur High School 1986 — 2010
City University of New York City College 2001 — 2007
BS/MS, Computer Science
Brown Brothers Harriman April 2015 - Present
JPMorgan Chase September 2011 - April 2015
PineBridge Investments December 2009 - September 2011
Mizuho Securities USA January 2008 - December 2009
US Tech Solutions June 2007 - April 2009
Allied North America September 2007 - December 2007
Omnicom Group June 2005 - September 2007
DOITT October 2003 - June 2005
White Mountains Re May 2004 - July 2004
Education
Monipur High School 1986 — 2010
City University of New York City College 2001 — 2007
BS/MS, Computer Science
Andrew Gierer's Brown Brothers Harriman Experience February 2013 - October 2014
Job Pricing Coordinator
Industry Computer Software
Experience
Price Intelligently January 2015 - Present
Consolidated Consulting Group, LLC July 2014 - November 2014
Brown Brothers Harriman February 2013 - October 2014
FM Facility Maintenance June 2012 - February 2013
Bank of Urbana July 2011 - September 2011
Pfizer June 2009 - August 2009
Ameriprise Financial Services, Inc. October 2008 - December 2008
Olympia Sports February 2007 - September 2008
GP Industries June 2006 - August 2006
Skills
Budgets, Microsoft Excel, Customer Service, Finance, Time Management, Bloomberg, Smartstream TLM, Financial Analysis, Investments, SharePoint, Cash Management, PowerPoint, Microsoft Office, Microsoft Word, Sales, Financial Accounting, Management, Financial Services, Equities, Leadership, Account Reconciliation, Bloomberg Terminal, Analysis, Securities, Process Improvement, Teamwork, Financial Statements, Derivatives
Education
Suffolk University - Sawyer Business School 2014 — 2016
Master's Degree, Finance
Central Connecticut State University 2009 — 2011
B.S., Finance
Three Rivers Community College 2007 — 2008
A.S., Business Administration
Price Intelligently January 2015 - Present
Consolidated Consulting Group, LLC July 2014 - November 2014
Brown Brothers Harriman February 2013 - October 2014
FM Facility Maintenance June 2012 - February 2013
Bank of Urbana July 2011 - September 2011
Pfizer June 2009 - August 2009
Ameriprise Financial Services, Inc. October 2008 - December 2008
Olympia Sports February 2007 - September 2008
GP Industries June 2006 - August 2006
Skills
Budgets, Microsoft Excel, Customer Service, Finance, Time Management, Bloomberg, Smartstream TLM, Financial Analysis, Investments, SharePoint, Cash Management, PowerPoint, Microsoft Office, Microsoft Word, Sales, Financial Accounting, Management, Financial Services, Equities, Leadership, Account Reconciliation, Bloomberg Terminal, Analysis, Securities, Process Improvement, Teamwork, Financial Statements, Derivatives
Education
Suffolk University - Sawyer Business School 2014 — 2016
Master's Degree, Finance
Central Connecticut State University 2009 — 2011
B.S., Finance
Three Rivers Community College 2007 — 2008
A.S., Business Administration
Liz Brian's Brown Brothers Harriman Experience 1987 - 2009
Job World Traveler
Industry Financial Services
Experience
Home May 2009 - Present
Brown Brothers Harriman 1987 - 2009
Salomon Brothers 1984 - 1987
Bank of New York Mellon 1970 - 1984
Skills
Business Analysis, Financial Services, Analysis, Vendor Management, Risk Management, SDLC, Process Improvement, Management, Banking, Requirements Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
City University of New York-Brooklyn College 1966 — 1970
BA, Economics
Home May 2009 - Present
Brown Brothers Harriman 1987 - 2009
Salomon Brothers 1984 - 1987
Bank of New York Mellon 1970 - 1984
Skills
Business Analysis, Financial Services, Analysis, Vendor Management, Risk Management, SDLC, Process Improvement, Management, Banking, Requirements Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
City University of New York-Brooklyn College 1966 — 1970
BA, Economics
Rosemary O'Dea's Brown Brothers Harriman Experience April 2001 - November 2002
Job at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management 2011 - Present
New York Life Investment Management August 2010 - March 2011
State Street June 2003 - April 2010
Brown Brothers Harriman April 2001 - November 2002
Putnam Investments April 1999 - August 2000
BankBoston August 1998 - March 1999
Skills
User Acceptance Testing, Oracle, Risk Management, Management, Portfolio Management, Data Warehousing, Banking, SWIFT payments, Derivatives, Data Analysis, Capital Markets
Education
University of Massachusetts Boston 2010 — 2010
Case Western Reserve University
M.A.
Emmanuel College
B.A.
Wellington Management 2011 - Present
New York Life Investment Management August 2010 - March 2011
State Street June 2003 - April 2010
Brown Brothers Harriman April 2001 - November 2002
Putnam Investments April 1999 - August 2000
BankBoston August 1998 - March 1999
Skills
User Acceptance Testing, Oracle, Risk Management, Management, Portfolio Management, Data Warehousing, Banking, SWIFT payments, Derivatives, Data Analysis, Capital Markets
Education
University of Massachusetts Boston 2010 — 2010
Case Western Reserve University
M.A.
Emmanuel College
B.A.
Caroline Gélinas's Brown Brothers Harriman Experience March 2006 - July 2013
Job Executive Assistant at Roman Catholic Archdiocese of Boston Saint Cecilia Parish
Industry Religious Institutions
Experience
Roman Catholic Archdiocese of Boston - Saint Cecilia Parish August 2013 - Present
Brown Brothers Harriman March 2006 - July 2013
Evergreen Investments May 2002 - February 2006
Evergreen Investments January 2001 - April 2002
Airex Logistics & Express Services Pvt Ltd June 2000 - November 2000
Skills
Bloomberg, Investments, Financial Analysis, Fund Accounting, Mutual Funds, Derivatives, Finance, Financial Modeling, Fixed Income, Alternative Investments, Equities, Hedge Funds, Microsoft Excel, Accounting, Financial Reporting
Education
McGill University - Desautels Faculty of Management 1997 — 2000
B.Comm.
CEGEP - John Abbott College 1995 — 1997
Commerce
Roman Catholic Archdiocese of Boston - Saint Cecilia Parish August 2013 - Present
Brown Brothers Harriman March 2006 - July 2013
Evergreen Investments May 2002 - February 2006
Evergreen Investments January 2001 - April 2002
Airex Logistics & Express Services Pvt Ltd June 2000 - November 2000
Skills
Bloomberg, Investments, Financial Analysis, Fund Accounting, Mutual Funds, Derivatives, Finance, Financial Modeling, Fixed Income, Alternative Investments, Equities, Hedge Funds, Microsoft Excel, Accounting, Financial Reporting
Education
McGill University - Desautels Faculty of Management 1997 — 2000
B.Comm.
CEGEP - John Abbott College 1995 — 1997
Commerce
Monique Fowler's Brown Brothers Harriman Experience July 2012 - January 2013
Job Family Counselor at SCO Family of Services
Industry Nonprofit Organization Management
Experience
SCO Family of Services June 2015 - Present
SCO Family of Services May 2013 - June 2015
Brown Brothers Harriman July 2012 - January 2013
CBS Corporation December 2007 - December 2010
MortgageIT, a subsidiary of Deutsche Bank September 2006 - December 2007
East Stroudsburg High School - North October 2003 - September 2006
Skills
Employee Benefits, Human Resources, Customer Service, HRIS, PeopleSoft, Management, ADP Payroll, Microsoft Office, Microsoft Excel, Employee Relations, Software Documentation, Oracle HR, Infinium, Conflict Resolution, Administration, Policy, Winflex, ADP Enterprise 4, PROMIS
Education
City University of New York-Hunter College 1995 — 1999
BA, English
Kingsborough Community College 1991 — 1995
A.A.S, Early Childhood Education
SCO Family of Services June 2015 - Present
SCO Family of Services May 2013 - June 2015
Brown Brothers Harriman July 2012 - January 2013
CBS Corporation December 2007 - December 2010
MortgageIT, a subsidiary of Deutsche Bank September 2006 - December 2007
East Stroudsburg High School - North October 2003 - September 2006
Skills
Employee Benefits, Human Resources, Customer Service, HRIS, PeopleSoft, Management, ADP Payroll, Microsoft Office, Microsoft Excel, Employee Relations, Software Documentation, Oracle HR, Infinium, Conflict Resolution, Administration, Policy, Winflex, ADP Enterprise 4, PROMIS
Education
City University of New York-Hunter College 1995 — 1999
BA, English
Kingsborough Community College 1991 — 1995
A.A.S, Early Childhood Education
Theodore Dimond, MBA's Brown Brothers Harriman Experience June 2011 - January 2012
Job MatlinPatterson Credit Trading
Industry Investment Management
Experience
MatlinPatterson January 2012 - Present
Rocky River High School June 2013 - Present
Brown Brothers Harriman June 2011 - January 2012
Dimond Brothers Lacrosse May 2008 - August 2011
Education
Quinnipiac University 2009 — 2011
MBA, Finance
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (BS), Finance
Butler University 2006 — 2007
Journalism
Tabor Academy 2002 — 2006
MatlinPatterson January 2012 - Present
Rocky River High School June 2013 - Present
Brown Brothers Harriman June 2011 - January 2012
Dimond Brothers Lacrosse May 2008 - August 2011
Education
Quinnipiac University 2009 — 2011
MBA, Finance
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (BS), Finance
Butler University 2006 — 2007
Journalism
Tabor Academy 2002 — 2006
Roberta Likley's Brown Brothers Harriman Experience October 2010 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2010 - Present
State Street Corporation February 2009 - July 2010
Investors Bank & Trust December 2005 - February 2009
University of Connecticut September 2004 - September 2005
Naismith Memorial Basketball Hall of Fame January 2004 - September 2004
Brown Brothers Harriman June 1995 - August 2003
Skills
Trading, Strategy, Risk Management, Program Management, Process Improvement, Financial Services, Project Management, Project Planning, Corporate Actions, Foreign Exchange, Business Analysis, Finance, Business Strategy, Analysis, Accounting, Integration, Management, Leadership
Education
The University of Connecticut 2003 — 2005
Master's of Arts, Education; Sport Management & Sociology of
Bryant University 1991 — 1995
Bachelor of Science, Business Administration, Finance
Brown Brothers Harriman October 2010 - Present
State Street Corporation February 2009 - July 2010
Investors Bank & Trust December 2005 - February 2009
University of Connecticut September 2004 - September 2005
Naismith Memorial Basketball Hall of Fame January 2004 - September 2004
Brown Brothers Harriman June 1995 - August 2003
Skills
Trading, Strategy, Risk Management, Program Management, Process Improvement, Financial Services, Project Management, Project Planning, Corporate Actions, Foreign Exchange, Business Analysis, Finance, Business Strategy, Analysis, Accounting, Integration, Management, Leadership
Education
The University of Connecticut 2003 — 2005
Master's of Arts, Education; Sport Management & Sociology of
Bryant University 1991 — 1995
Bachelor of Science, Business Administration, Finance
Victoria Ursch's Brown Brothers Harriman Experience November 2011 - February 2012
Job Financial Professional
Industry Financial Services
Experience
Mercer August 2012 - Present
Love, Jarominski & Raymond, LLP February 2012 - May 2012
Brown Brothers Harriman November 2011 - February 2012
Charland, Marciano & Company, CPAs, LLP October 2009 - April 2011
Douglas High School April 2008 - March 2011
Skills
Tax Preparation, Employee Benefits, Performance Management, Benefits Administration, 401k, Defined Benefit, Securities, Microsoft Excel, Regression Testing, File Management, Office Administration, Economics, Management, Finance, Access, Accounting, Customer Service
Education
Bryant University 2008 — 2011
Bachelors of Arts and Science, Economics
Mercer August 2012 - Present
Love, Jarominski & Raymond, LLP February 2012 - May 2012
Brown Brothers Harriman November 2011 - February 2012
Charland, Marciano & Company, CPAs, LLP October 2009 - April 2011
Douglas High School April 2008 - March 2011
Skills
Tax Preparation, Employee Benefits, Performance Management, Benefits Administration, 401k, Defined Benefit, Securities, Microsoft Excel, Regression Testing, File Management, Office Administration, Economics, Management, Finance, Access, Accounting, Customer Service
Education
Bryant University 2008 — 2011
Bachelors of Arts and Science, Economics
Ross Saia, CFP, CTFA's Brown Brothers Harriman Experience 1998 - 2007
Job Senior Vice President Senior Trust Officer at US Trust
Industry Financial Services
Experience
US Trust June 2007 - Present
Brown Brothers Harriman 1998 - 2007
Skills
Certified Financial..., Certified Trust &..., Asset Management, Asset Allocation, Alternative Investments, Investment Management, Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Wealth Management..., Investment Advisory, Estate Planning
Education
City University of New York-College of Staten Island
State University of New York College at Oneonta
US Trust June 2007 - Present
Brown Brothers Harriman 1998 - 2007
Skills
Certified Financial..., Certified Trust &..., Asset Management, Asset Allocation, Alternative Investments, Investment Management, Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Wealth Management..., Investment Advisory, Estate Planning
Education
City University of New York-College of Staten Island
State University of New York College at Oneonta
Michelle McManus's Brown Brothers Harriman Experience June 2011 - August 2011
Job Yoga Instructor at Michelle McManus Yoga
Industry Health, Wellness and Fitness
Experience
Michelle McManus Yoga March 2015 - Present
Independent Consultant May 2014 - June 2015
4505 Meats July 2014 - April 2015
Vine Solutions September 2012 - April 2014
Camp Wayne for Girls June 2012 - August 2012
The Wild Donkey Cafe October 2011 - February 2012
The Wild Donkey Cafe October 2011 - February 2012
Brown Brothers Harriman June 2011 - August 2011
Corner View Restaurant 2011 - 2011
Bouchon Bistro January 2008 - July 2008
Skills
Customer Service, Microsoft Office, Social Media, PowerPoint, Facebook, Windows, Training, Teamwork, Management, Outlook, HTML, Lotus Notes, Personnel Management, International Trade, International Business..., Microsoft Word, Microsoft Excel, iMovie, XP, Simulations, Paychex, QuickBooks, Sage MAS200, Social Networking
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
BA, International Business
Michelle McManus Yoga March 2015 - Present
Independent Consultant May 2014 - June 2015
4505 Meats July 2014 - April 2015
Vine Solutions September 2012 - April 2014
Camp Wayne for Girls June 2012 - August 2012
The Wild Donkey Cafe October 2011 - February 2012
The Wild Donkey Cafe October 2011 - February 2012
Brown Brothers Harriman June 2011 - August 2011
Corner View Restaurant 2011 - 2011
Bouchon Bistro January 2008 - July 2008
Skills
Customer Service, Microsoft Office, Social Media, PowerPoint, Facebook, Windows, Training, Teamwork, Management, Outlook, HTML, Lotus Notes, Personnel Management, International Trade, International Business..., Microsoft Word, Microsoft Excel, iMovie, XP, Simulations, Paychex, QuickBooks, Sage MAS200, Social Networking
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
BA, International Business
Charlie Rahner's Brown Brothers Harriman Experience August 2011 - May 2014
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Brown Brothers Harriman August 2011 - May 2014
ICAP May 2003 - May 2011
Oracle Corporation July 1994 - February 2003
Usinor Sacilor July 1993 - July 1994
McGraw-Hill Standard & Poor's February 1988 - July 1993
Skills
Oracle, Oracle RAC, High Availability, Databases, Database Administration, Data Warehousing, RMAN, Data Guard, Unix, Cluster, Solaris, SQL Tuning, Disaster Recovery, Linux, Replication, Unix Shell Scripting, Exadata, Shell Scripting, Enterprise Architecture, Data Migration, Database Design, Performance Tuning, Red Hat Linux, Trading Systems, Production Support, Security, Distributed Systems, Erwin, PL/SQL, SQL, SDLC, Data Modeling
Education
Bucknell University
BA
Penn State University
Master of Business Administration (MBA)
Brown Brothers Harriman August 2011 - May 2014
ICAP May 2003 - May 2011
Oracle Corporation July 1994 - February 2003
Usinor Sacilor July 1993 - July 1994
McGraw-Hill Standard & Poor's February 1988 - July 1993
Skills
Oracle, Oracle RAC, High Availability, Databases, Database Administration, Data Warehousing, RMAN, Data Guard, Unix, Cluster, Solaris, SQL Tuning, Disaster Recovery, Linux, Replication, Unix Shell Scripting, Exadata, Shell Scripting, Enterprise Architecture, Data Migration, Database Design, Performance Tuning, Red Hat Linux, Trading Systems, Production Support, Security, Distributed Systems, Erwin, PL/SQL, SQL, SDLC, Data Modeling
Education
Bucknell University
BA
Penn State University
Master of Business Administration (MBA)
Michaela Murray's Brown Brothers Harriman Experience June 2008 - December 2011
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2013 - Present
Goldman Sachs November 2011 - November 2013
Brown Brothers Harriman June 2008 - December 2011
Putnam Investments 2006 - 2008
Skills
Equities, Microsoft Office, Mutual Funds, Fixed Income, Hedge Funds, Derivatives, Securities, Fund Accounting, Bloomberg, Financial Services, Investments, Corporate Actions, Asset Management, Series 7, Settlement, Bloomberg Terminal
Education
Bryant University 2004 — 2008
Finance
Goldman Sachs December 2013 - Present
Goldman Sachs November 2011 - November 2013
Brown Brothers Harriman June 2008 - December 2011
Putnam Investments 2006 - 2008
Skills
Equities, Microsoft Office, Mutual Funds, Fixed Income, Hedge Funds, Derivatives, Securities, Fund Accounting, Bloomberg, Financial Services, Investments, Corporate Actions, Asset Management, Series 7, Settlement, Bloomberg Terminal
Education
Bryant University 2004 — 2008
Finance
Sam Waters's Brown Brothers Harriman Experience June 2015 - Present
Job Student at Carnegie Mellon University
Industry Investment Banking
Experience
Brown Brothers Harriman June 2015 - Present
Carnegie Mellon University January 2015 - May 2015
Brown Brothers Harriman June 2014 - August 2014
Detail on Demand June 2010 - August 2014
SterlingBackcheck June 2013 - August 2013
Minnesota Vikings Football, LLC July 2008 - August 2010
Education
Carnegie Mellon University 2011 — 2015
B.S. in Economics and Statistics, Business Administration
Rumson - Fair Haven Regional High School 2007 — 2011
Brown Brothers Harriman June 2015 - Present
Carnegie Mellon University January 2015 - May 2015
Brown Brothers Harriman June 2014 - August 2014
Detail on Demand June 2010 - August 2014
SterlingBackcheck June 2013 - August 2013
Minnesota Vikings Football, LLC July 2008 - August 2010
Education
Carnegie Mellon University 2011 — 2015
B.S. in Economics and Statistics, Business Administration
Rumson - Fair Haven Regional High School 2007 — 2011
Jennifer Shorey's Brown Brothers Harriman Experience August 2007 - Present
Job Operations Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2007 - Present
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance, General
Brown Brothers Harriman August 2007 - Present
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance, General
elissa bieber's Brown Brothers Harriman Experience May 1984 - January 1998
Job Executive Assistant at Rabbinical Council of America
Industry Religious Institutions
Experience
Rabbinical Council of America June 2012 - November 2013
The United Synagogue of Conservative Judaism 1998 - 2002
Brown Brothers Harriman May 1984 - January 1998
Moore Business Forms July 1981 - May 1984
Skills
Microsoft Excel, Microsoft Office, Internet, Social Networking, Always Willing to Learn, Reliability, Discretion, Calendars, Event Management, Travel Arrangements, Nonprofits, Management, Office Management, Executive Level...
Education
City University of New York-Brooklyn College 1976 — 1980
BA, Political Science
Rabbinical Council of America June 2012 - November 2013
The United Synagogue of Conservative Judaism 1998 - 2002
Brown Brothers Harriman May 1984 - January 1998
Moore Business Forms July 1981 - May 1984
Skills
Microsoft Excel, Microsoft Office, Internet, Social Networking, Always Willing to Learn, Reliability, Discretion, Calendars, Event Management, Travel Arrangements, Nonprofits, Management, Office Management, Executive Level...
Education
City University of New York-Brooklyn College 1976 — 1980
BA, Political Science
Andrew Duval's Brown Brothers Harriman Experience June 2014 - Present
Job Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
State Street Bank June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), Economics
Charles University in Prague
Spring Semester Abroad
Hamilton Wenham Regional High School 2006 — 2010
Brown Brothers Harriman June 2014 - Present
State Street Bank June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), Economics
Charles University in Prague
Spring Semester Abroad
Hamilton Wenham Regional High School 2006 — 2010
Jennifer Payea's Brown Brothers Harriman Experience August 2007 - Present
Job AVP Corporate Actions at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2007 - Present
Merrill Lynch June 1993 - August 2007
Skills
Corporate Actions, Securities, Back Office, Management, Equities, Dividends, Financial Services, Global Custody, Fixed Income, Investments, Mutual Funds, Securities Lending, Middle Office, Prime Brokerage, Fund Accounting, Settlement, Bonds, Hedge Funds, Bloomberg, Trading Systems, Financial Markets, Options, Derivatives, Alternative Investments
Education
Hunter College
Brown Brothers Harriman August 2007 - Present
Merrill Lynch June 1993 - August 2007
Skills
Corporate Actions, Securities, Back Office, Management, Equities, Dividends, Financial Services, Global Custody, Fixed Income, Investments, Mutual Funds, Securities Lending, Middle Office, Prime Brokerage, Fund Accounting, Settlement, Bonds, Hedge Funds, Bloomberg, Trading Systems, Financial Markets, Options, Derivatives, Alternative Investments
Education
Hunter College
Michael Giglio's Brown Brothers Harriman Experience January 2011 - January 2012
Job Client Service Associate
Industry Financial Services
Experience
First Republic Private Wealth Management November 2013 - Present
State Street Bank January 2012 - November 2013
Brown Brothers Harriman January 2011 - January 2012
Skills
Advent Products- APX,..., Custodial Products- SEI..., Management, Bloomberg, Portfolio Management, Trading, Equities, Securities, Mutual Funds, Fixed Income, Customer Service
Education
Bryant University 2010 — 2010
Master of Business Administration, Finance and Financial Management Services
Bryant University 2005 — 2009
Bachelors of Science in Business Administration, Finance and Financial Management Services
First Republic Private Wealth Management November 2013 - Present
State Street Bank January 2012 - November 2013
Brown Brothers Harriman January 2011 - January 2012
Skills
Advent Products- APX,..., Custodial Products- SEI..., Management, Bloomberg, Portfolio Management, Trading, Equities, Securities, Mutual Funds, Fixed Income, Customer Service
Education
Bryant University 2010 — 2010
Master of Business Administration, Finance and Financial Management Services
Bryant University 2005 — 2009
Bachelors of Science in Business Administration, Finance and Financial Management Services
Son T. Nguyen's Brown Brothers Harriman Experience April 2015 - Present
Job Associate Business Analyst II at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman May 2014 - April 2015
Brown Brothers Harriman November 2011 - May 2014
Brown Brothers Harriman 2010 - 2011
Brown Brothers Harriman 2008 - 2010
Education
Curry College 2011 — 2013
Master of Business Administration (MBA)
Bryant University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
N/A
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman May 2014 - April 2015
Brown Brothers Harriman November 2011 - May 2014
Brown Brothers Harriman 2010 - 2011
Brown Brothers Harriman 2008 - 2010
Education
Curry College 2011 — 2013
Master of Business Administration (MBA)
Bryant University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
N/A
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation