Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Meridith Weber Meridith Weber's Brown Brothers Harriman Experience November 2013 - November 2014
Job Grants Administrator at The Scripps Research Institute
Industry Biotechnology
Experience
The Scripps Research Institute January 2015 - Present
Brown Brothers Harriman November 2013 - November 2014
Wells Fargo Advisors June 2013 - August 2013
Hominy Grill April 2012 - May 2013
Dunleavy's Pub November 2009 - September 2011
College of Charleston May 2010 - July 2010
Paul Thurmond for Congress February 2010 - April 2010
Merrill Lynch Investment Managers 2008 - 2009
Skills
PowerPoint, Facebook, Spanish, Social Networking, Event Planning, Excel, Microsoft Office, Word, Food & Beverage, Organization, Prioritization, Sales, Intercultural..., Childcare, Analysis, LinkedIn, Access, Twitter, Microsoft Word, Microsoft Excel
Education
College of Charleston 2009 — 2012
Bachelor of Science, Business Administration concentrating in Finance
Barnstable High
Barnstable High
The Scripps Research Institute January 2015 - Present
Brown Brothers Harriman November 2013 - November 2014
Wells Fargo Advisors June 2013 - August 2013
Hominy Grill April 2012 - May 2013
Dunleavy's Pub November 2009 - September 2011
College of Charleston May 2010 - July 2010
Paul Thurmond for Congress February 2010 - April 2010
Merrill Lynch Investment Managers 2008 - 2009
Skills
PowerPoint, Facebook, Spanish, Social Networking, Event Planning, Excel, Microsoft Office, Word, Food & Beverage, Organization, Prioritization, Sales, Intercultural..., Childcare, Analysis, LinkedIn, Access, Twitter, Microsoft Word, Microsoft Excel
Education
College of Charleston 2009 — 2012
Bachelor of Science, Business Administration concentrating in Finance
Barnstable High
Barnstable High
Samuel Thayer's Brown Brothers Harriman Experience June 2013 - August 2013
Job Associate Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group September 2013 - Present
Brown Brothers Harriman June 2013 - August 2013
Clarkson University August 2010 - May 2013
Pax World Funds June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Matlab, Microsoft Word, Data Analysis, Time Management, Research, Customer Service, Leadership, Outlook, Public Speaking, SAP, Finance, Analysis
Education
Clarkson University 2009 — 2013
Bachelors of Science, Financial Information and Analysis, Minor in Economics, Minor in Law
The Colony Group September 2013 - Present
Brown Brothers Harriman June 2013 - August 2013
Clarkson University August 2010 - May 2013
Pax World Funds June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Matlab, Microsoft Word, Data Analysis, Time Management, Research, Customer Service, Leadership, Outlook, Public Speaking, SAP, Finance, Analysis
Education
Clarkson University 2009 — 2013
Bachelors of Science, Financial Information and Analysis, Minor in Economics, Minor in Law
MaryKate Silk's Brown Brothers Harriman Experience June 2015 - Present
Job Student
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Mark Timothy Luxury Homes May 2012 - August 2014
Lilly Pulitzer March 2012 - August 2013
Skills
Visual Merchandising, Merchandising, Trend Analysis, Retail, Facebook, Fashion, Apparel, Styling, Retail Sales, Sewing, Fashion Design, Fashion Illustration, Store Management, Trend, Loss Prevention, PowerPoint, Leadership, Teamwork, Team Leadership
Education
College of the Holy Cross 2012 — 2016
Economics
Pope John Paul II High School 2009 — 2012
Brown Brothers Harriman June 2015 - Present
Mark Timothy Luxury Homes May 2012 - August 2014
Lilly Pulitzer March 2012 - August 2013
Skills
Visual Merchandising, Merchandising, Trend Analysis, Retail, Facebook, Fashion, Apparel, Styling, Retail Sales, Sewing, Fashion Design, Fashion Illustration, Store Management, Trend, Loss Prevention, PowerPoint, Leadership, Teamwork, Team Leadership
Education
College of the Holy Cross 2012 — 2016
Economics
Pope John Paul II High School 2009 — 2012
Myles Gillespie Myles Gillespie's Brown Brothers Harriman Experience June 2012 - August 2012
Job Associate at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust November 2014 - Present
UBS Wealth Management August 2014 - October 2014
Brown Brothers Harriman June 2012 - August 2012
Marketfield Asset Management January 2012 - January 2012
Universal Builders Supply May 2011 - July 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, CRM, Microsoft Office, Research, Social Media, Public Speaking, Customer Service, Facebook, English, Event Planning, Photoshop, Social Media Marketing, Social Networking, Spanish, Leadership, Blogging, Outlook
Education
College of the Holy Cross 2009 — 2013
Bachelor of Science (BS), History
Atlantic Trust November 2014 - Present
UBS Wealth Management August 2014 - October 2014
Brown Brothers Harriman June 2012 - August 2012
Marketfield Asset Management January 2012 - January 2012
Universal Builders Supply May 2011 - July 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, CRM, Microsoft Office, Research, Social Media, Public Speaking, Customer Service, Facebook, English, Event Planning, Photoshop, Social Media Marketing, Social Networking, Spanish, Leadership, Blogging, Outlook
Education
College of the Holy Cross 2009 — 2013
Bachelor of Science (BS), History
Kevin Crotty Kevin Crotty's Brown Brothers Harriman Experience October 2006 - November 2007
Job at
Industry Financial Services
Experience
MFS Investment Management March 2014 - Present
MFS Investment Management December 2007 - March 2014
Brown Brothers Harriman October 2006 - November 2007
Skills
Financial Reporting, Financial Analysis
Education
Colby Sawyer College 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
MFS Investment Management March 2014 - Present
MFS Investment Management December 2007 - March 2014
Brown Brothers Harriman October 2006 - November 2007
Skills
Financial Reporting, Financial Analysis
Education
Colby Sawyer College 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Benjamin Durfee Benjamin Durfee's Brown Brothers Harriman Experience March 2012 - Present
Job Associate at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman March 2012 - Present
CIT May 2009 - March 2012
Skills
Corporate Treasury, Liquidity Risk, Market Risk, Credit Risk, Banking, Structured Commodity..., Treasury Management, Bonds, Commodity, Commodity Markets, Finance, Valuation
Education
College of the Holy Cross 2005 — 2009
BS, Economics
Brown Brothers Harriman March 2012 - Present
CIT May 2009 - March 2012
Skills
Corporate Treasury, Liquidity Risk, Market Risk, Credit Risk, Banking, Structured Commodity..., Treasury Management, Bonds, Commodity, Commodity Markets, Finance, Valuation
Education
College of the Holy Cross 2005 — 2009
BS, Economics
Mona Sethi's Brown Brothers Harriman Experience January 2015 - Present
Job Risk Manager at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman January 2015 - Present
EY December 2013 - January 2015
Ernst & Young November 2010 - December 2013
Ernst & Young October 2009 - November 2010
Ernst & Young October 2006 - October 2009
ERNST & YOUNG, LLP October 2006 - October 2009
Morgan Stanley May 2006 - October 2006
ERNST & YOUNG, LLP May 2003 - May 2006
Morgan Stanley 2006 - 2006
ERNST & YOUNG, LLP October 2002 - May 2003
Skills
IT Strategy, Information Security, IT Audit, Process Improvement, IT Management, Risk Management, Integration, Security, ITIL, IT Service Management, Business Analysis, CRM, Enterprise Software, Project Management, Change Management, Sarbanes-Oxley Act, Enterprise Architecture, PMO, Management, Program Management, Vendor Management, Leadership, Active Directory, Information Security..., Troubleshooting, Information Technology, Analysis, Governance
Education
College of Saint Elizabeth
College of St. Elizabeth
Business Administration; Marketing
Rutgers University
Communications
The Chubb Institute
Diploma, Computer Technical Support
Brown Brothers Harriman January 2015 - Present
EY December 2013 - January 2015
Ernst & Young November 2010 - December 2013
Ernst & Young October 2009 - November 2010
Ernst & Young October 2006 - October 2009
ERNST & YOUNG, LLP October 2006 - October 2009
Morgan Stanley May 2006 - October 2006
ERNST & YOUNG, LLP May 2003 - May 2006
Morgan Stanley 2006 - 2006
ERNST & YOUNG, LLP October 2002 - May 2003
Skills
IT Strategy, Information Security, IT Audit, Process Improvement, IT Management, Risk Management, Integration, Security, ITIL, IT Service Management, Business Analysis, CRM, Enterprise Software, Project Management, Change Management, Sarbanes-Oxley Act, Enterprise Architecture, PMO, Management, Program Management, Vendor Management, Leadership, Active Directory, Information Security..., Troubleshooting, Information Technology, Analysis, Governance
Education
College of Saint Elizabeth
College of St. Elizabeth
Business Administration; Marketing
Rutgers University
Communications
The Chubb Institute
Diploma, Computer Technical Support
Michelle McLaughlin Michelle McLaughlin's Brown Brothers Harriman Experience March 2015 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman March 2013 - March 2015
Brown Brothers Harriman June 2010 - March 2013
Travelers Insurance June 2009 - August 2009
Save Venice, Inc. September 2008 - December 2008
Brown Brothers Harriman May 2008 - August 2008
Westchester Putnam Baseball Association May 2006 - August 2008
Skills
Fixed Income, Trading
Education
Colgate University 2006 — 2010
BA, Economics
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman March 2013 - March 2015
Brown Brothers Harriman June 2010 - March 2013
Travelers Insurance June 2009 - August 2009
Save Venice, Inc. September 2008 - December 2008
Brown Brothers Harriman May 2008 - August 2008
Westchester Putnam Baseball Association May 2006 - August 2008
Skills
Fixed Income, Trading
Education
Colgate University 2006 — 2010
BA, Economics
Phil DiMarco's Brown Brothers Harriman Experience July 2011 - December 2011
Job Project Management at JCPenney
Industry Information Technology and Services
Experience
JCPenney July 2015 - Present
Epsilon December 2011 - July 2015
Brown Brothers Harriman July 2011 - December 2011
REZ-1 2010 - 2011
Skills
CSM, Microsoft Office, Agile Project Management, Business Analysis, Visio, Business Intelligence, Management, Microsoft Word, Agile Methodologies, Microsoft Excel
Education
Clark University 2006 — 2010
JCPenney July 2015 - Present
Epsilon December 2011 - July 2015
Brown Brothers Harriman July 2011 - December 2011
REZ-1 2010 - 2011
Skills
CSM, Microsoft Office, Agile Project Management, Business Analysis, Visio, Business Intelligence, Management, Microsoft Word, Agile Methodologies, Microsoft Excel
Education
Clark University 2006 — 2010
Daniel McLaughlin Daniel McLaughlin's Brown Brothers Harriman Experience June 2006 - Present
Job Foreign Exchange Trading at BBH
Industry Financial Services
Experience
Brown Brothers Harriman June 2006 - Present
Skills
Electronic Trading, FX Hedging, TCA
Education
Colgate University
Mathematical Economics
Brown Brothers Harriman June 2006 - Present
Skills
Electronic Trading, FX Hedging, TCA
Education
Colgate University
Mathematical Economics
Derek Youngman's Brown Brothers Harriman Experience June 2014 - Present
Job Dealer Sales Associate at Market Axess
Industry Financial Services
Experience
MarketAxess July 2015 - Present
Brown Brothers Harriman June 2014 - Present
Stifel Financial Corp. July 2013 - August 2013
The Good Sport June 2010 - August 2011
Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, Marketing, Leadership, Team Leadership, Event Planning, Research, Time Management, Management
Education
Colby College 2011 — 2015
Bachelor of Arts (BA), Government, Business Administration
Danish Institute for Study Abroad (DIS) 2013 — 2013
Government, Economics
Thayer Academy 2007 — 2011
MarketAxess July 2015 - Present
Brown Brothers Harriman June 2014 - Present
Stifel Financial Corp. July 2013 - August 2013
The Good Sport June 2010 - August 2011
Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, Marketing, Leadership, Team Leadership, Event Planning, Research, Time Management, Management
Education
Colby College 2011 — 2015
Bachelor of Arts (BA), Government, Business Administration
Danish Institute for Study Abroad (DIS) 2013 — 2013
Government, Economics
Thayer Academy 2007 — 2011
Molly Stillman Molly Stillman's Brown Brothers Harriman Experience January 2014 - October 2014
Job Attended Western State Colorado University
Industry Insurance
Experience
Shades Of Crested Butte November 2014 - August 2015
Brown Brothers Harriman January 2014 - October 2014
Gunnison Parks and Recreation August 2011 - January 2014
Western State Colorado University August 2013 - December 2013
Western State Colorado University August 2009 - December 2013
Rose-Hulman Institute of Technology June 2012 - July 2012
Wells Fargo May 2011 - September 2011
Skills
Professional learner, Passed Exam 1/P..., Presented my math..., Computer skills include..., I have tutored math for..., Programming, Statistics, Microsoft Excel
Education
Claremont Graduate University 2015 — 2016
Master's degree, Mathematics
Western State Colorado University 2009 — 2013
BA, Mathematics with a minor in Economics, 3.65 Overall GPA
Shades Of Crested Butte November 2014 - August 2015
Brown Brothers Harriman January 2014 - October 2014
Gunnison Parks and Recreation August 2011 - January 2014
Western State Colorado University August 2013 - December 2013
Western State Colorado University August 2009 - December 2013
Rose-Hulman Institute of Technology June 2012 - July 2012
Wells Fargo May 2011 - September 2011
Skills
Professional learner, Passed Exam 1/P..., Presented my math..., Computer skills include..., I have tutored math for..., Programming, Statistics, Microsoft Excel
Education
Claremont Graduate University 2015 — 2016
Master's degree, Mathematics
Western State Colorado University 2009 — 2013
BA, Mathematics with a minor in Economics, 3.65 Overall GPA
Ken Wu Ken Wu's Brown Brothers Harriman Experience May 1996 - January 1997
Job VP, Software Engineering
Industry Computer Software
Experience
Physicians Interactive November 2014 - Present
HealthEdge February 2013 - October 2014
Press Ganey Associates July 2009 - January 2013
Deloitte September 2007 - July 2009
Deloitte September 2004 - September 2007
Deloitte September 2001 - August 2004
Qwest Communications January 1997 - September 2001
Brown Brothers Harriman May 1996 - January 1997
Skills
Scrum, SDLC, IT Strategy, Enterprise Architecture, Software Development, Leadership, Agile Methodologies, Business Analysis, SOA, Microsoft SQL Server, Software Project..., Management, Integration, Program Management, Business Process, Enterprise Software
Education
New Jersey Institute of Technology 1998 — 2000
MS, Information Systems
Clark University 1993 — 1996
BA, Math & Computer Science
United World College of the Atlantic - Wales, UK 1990 — 1992
IB
Physicians Interactive November 2014 - Present
HealthEdge February 2013 - October 2014
Press Ganey Associates July 2009 - January 2013
Deloitte September 2007 - July 2009
Deloitte September 2004 - September 2007
Deloitte September 2001 - August 2004
Qwest Communications January 1997 - September 2001
Brown Brothers Harriman May 1996 - January 1997
Skills
Scrum, SDLC, IT Strategy, Enterprise Architecture, Software Development, Leadership, Agile Methodologies, Business Analysis, SOA, Microsoft SQL Server, Software Project..., Management, Integration, Program Management, Business Process, Enterprise Software
Education
New Jersey Institute of Technology 1998 — 2000
MS, Information Systems
Clark University 1993 — 1996
BA, Math & Computer Science
United World College of the Atlantic - Wales, UK 1990 — 1992
IB
John Plummer John Plummer's Brown Brothers Harriman Experience August 2001 - November 2004
Job Attorney at Roberts, Carroll, Feldstein and Peirce, Inc.
Industry Law Practice
Experience
Roberts Carroll Feldstein and Peirce, Inc. May 2010 - Present
State of Rhode Island August 2007 - October 2010
Rhode Island Bar Association 2004 - 2010
Brown Brothers Harriman August 2001 - November 2004
Skills
Civil Litigation, Commercial Litigation, Negotiation, Criminal Defense, Debt Collection, Landlord-Tenant, Appellate Practice, Dispute, Litigation, Legal Writing, Mediation, Criminal Law, Professional Malpractice, Legal Research, Appeals, Personal Injury, Product Liability, Courts, Trial Practice, Trials
Education
Suffolk University Law School 2002 — 2006
JD, Law
College of the Holy Cross 1995 — 1999
BA, English
Portsmouth Abbey and School 1992 — 1995
Portsmouth Abbey School
Roberts Carroll Feldstein and Peirce, Inc. May 2010 - Present
State of Rhode Island August 2007 - October 2010
Rhode Island Bar Association 2004 - 2010
Brown Brothers Harriman August 2001 - November 2004
Skills
Civil Litigation, Commercial Litigation, Negotiation, Criminal Defense, Debt Collection, Landlord-Tenant, Appellate Practice, Dispute, Litigation, Legal Writing, Mediation, Criminal Law, Professional Malpractice, Legal Research, Appeals, Personal Injury, Product Liability, Courts, Trial Practice, Trials
Education
Suffolk University Law School 2002 — 2006
JD, Law
College of the Holy Cross 1995 — 1999
BA, English
Portsmouth Abbey and School 1992 — 1995
Portsmouth Abbey School
Jared Lloyd Jared Lloyd's Brown Brothers Harriman Experience January 2013 - June 2014
Job Sr. Sales Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
Eze Software Group June 2014 - November 2014
Brown Brothers Harriman January 2013 - June 2014
Brown Brothers Harriman June 2012 - January 2013
Isovera Inc. June 2011 - February 2012
Commonwealth Financial Group June 2008 - January 2011
Skills
Series 6, Life & Health Insurance..., PowerPoint, Microsoft Excel, Management, Financial Analysis, Marketing, Excel, Microsoft Office, Bloomberg, Morningstar, Python, French, Drupal
Education
College of the Holy Cross 2008 — 2012
Political Science, Political Science and Government
John Hancock Financial Services January 2015 - Present
Eze Software Group June 2014 - November 2014
Brown Brothers Harriman January 2013 - June 2014
Brown Brothers Harriman June 2012 - January 2013
Isovera Inc. June 2011 - February 2012
Commonwealth Financial Group June 2008 - January 2011
Skills
Series 6, Life & Health Insurance..., PowerPoint, Microsoft Excel, Management, Financial Analysis, Marketing, Excel, Microsoft Office, Bloomberg, Morningstar, Python, French, Drupal
Education
College of the Holy Cross 2008 — 2012
Political Science, Political Science and Government
Michelizabeth Sainvill Michelizabeth Sainvill's Brown Brothers Harriman Experience September 2007 - June 2010
Job Associate Teacher at the Association to Benefit Children
Industry
Experience
Association to Benefit Children August 2014 - Present
College of the Holy Cross September 2010 - May 2014
Harlem Children's Zone July 2011 - August 2012
Ascension Church 2008 - 2011
Brown Brothers Harriman September 2007 - June 2010
Skills
Data entry and clerical..., Regulatory Filings, Lotus Notes, Microsoft Office, Team Leadership, Childcare, Singing, Youth Ministry, Youth Leadership, Data Entry
Education
College of the Holy Cross 2010 — 2014
Bachelor's degree, Psychology and Catholic Studies, Senior
Cristo Rey New York High School 2007 — 2010
HIgh School Diploma
Association to Benefit Children August 2014 - Present
College of the Holy Cross September 2010 - May 2014
Harlem Children's Zone July 2011 - August 2012
Ascension Church 2008 - 2011
Brown Brothers Harriman September 2007 - June 2010
Skills
Data entry and clerical..., Regulatory Filings, Lotus Notes, Microsoft Office, Team Leadership, Childcare, Singing, Youth Ministry, Youth Leadership, Data Entry
Education
College of the Holy Cross 2010 — 2014
Bachelor's degree, Psychology and Catholic Studies, Senior
Cristo Rey New York High School 2007 — 2010
HIgh School Diploma
Eruch Mody Eruch Mody's Brown Brothers Harriman Experience May 2010 - Present
Job Senior Vice President Investor Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2010 - Present
eSecLending August 2006 - April 2010
Brown Brothers Harriman 2000 - 2006
Ernst & Young, India (S.R. Batliboi & Co.) September 1992 - June 1998
Education
Clark University 1998 — 2000
MBA, Finance
University of Mumbai 1988 — 1991
BCom, Accounting
Cathedral and John Connon School 1975 — 1988
ISC, Commerce
Brown Brothers Harriman May 2010 - Present
eSecLending August 2006 - April 2010
Brown Brothers Harriman 2000 - 2006
Ernst & Young, India (S.R. Batliboi & Co.) September 1992 - June 1998
Education
Clark University 1998 — 2000
MBA, Finance
University of Mumbai 1988 — 1991
BCom, Accounting
Cathedral and John Connon School 1975 — 1988
ISC, Commerce
Brad Sheridan Brad Sheridan's Brown Brothers Harriman Experience October 2014 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Greenville Country Club June 2012 - May 2014
Winona Camps 2009 - 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Social Networking, Social Media, Customer Service, Leadership
Education
Clemson University 2009 — 2013
Bachelor of Science (BS), Economics
Winchester High School 2005 — 2008
High School
Brown Brothers Harriman October 2014 - Present
Greenville Country Club June 2012 - May 2014
Winona Camps 2009 - 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Social Networking, Social Media, Customer Service, Leadership
Education
Clemson University 2009 — 2013
Bachelor of Science (BS), Economics
Winchester High School 2005 — 2008
High School
Chris Ruggeri Chris Ruggeri's Brown Brothers Harriman Experience November 2007 - July 2008
Job Family Services Assistant at Ronald McDonald House of Durham
Industry Nonprofit Organization Management
Experience
Ronald McDonald House of Durham October 2014 - Present
Ronald McDonald House of Durham September 2014 - October 2014
Rocky Mountain MS Center September 2013 - July 2014
Rocky Mountain MS Center May 2013 - July 2014
St. Anthony North Hospital October 2012 - May 2013
American Cancer Society October 2008 - June 2012
Brown Brothers Harriman November 2007 - July 2008
State Street February 2005 - November 2007
Law Office of Joseph M. Fidler November 2002 - February 2005
Host Communications February 2002 - September 2003
Skills
Fundraising, Event Planning, Event Management, Training, Volunteer Management, Public Speaking, Program Management, Community Outreach, Hospitality, Customer Relations, Facilities Management, Volunteer Coordination, Donations, Database Management, Executive Calendar..., Committee Liaison, Team Coordination, Problem Solving, Process Improvement, Able To Multi-task, Attention To Detail, Decisiveness, Word, Excel, QuickBooks, Raiser's Edge, eTapestry, FileMaker, Team Building, Customer Service
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (BA), English
Ronald McDonald House of Durham October 2014 - Present
Ronald McDonald House of Durham September 2014 - October 2014
Rocky Mountain MS Center September 2013 - July 2014
Rocky Mountain MS Center May 2013 - July 2014
St. Anthony North Hospital October 2012 - May 2013
American Cancer Society October 2008 - June 2012
Brown Brothers Harriman November 2007 - July 2008
State Street February 2005 - November 2007
Law Office of Joseph M. Fidler November 2002 - February 2005
Host Communications February 2002 - September 2003
Skills
Fundraising, Event Planning, Event Management, Training, Volunteer Management, Public Speaking, Program Management, Community Outreach, Hospitality, Customer Relations, Facilities Management, Volunteer Coordination, Donations, Database Management, Executive Calendar..., Committee Liaison, Team Coordination, Problem Solving, Process Improvement, Able To Multi-task, Attention To Detail, Decisiveness, Word, Excel, QuickBooks, Raiser's Edge, eTapestry, FileMaker, Team Building, Customer Service
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (BA), English
Jack Henley Jack Henley's Brown Brothers Harriman Experience June 2011 - August 2011
Job UI Developer at Rifiniti, Inc.
Industry Internet
Experience
Rifiniti, Inc. May 2014 - Present
General Assembly January 2014 - March 2014
Real Abroad, LLC December 2011 - October 2013
Brown Brothers Harriman June 2011 - August 2011
Skills
Entrepreneurship, Ruby on Rails, JavaScript, Ember.js, Marketing Strategy, Market Research, Social Media, Team Leadership, Google Analytics, Financial Modeling, Start-ups, ElasticSearch, Ember CLI, SaaS, MySQL, PostgreSQL, AngularJS, Bootstrap, HTML5, CSS, jQuery, Git, Github, Business Strategy, Investments
Education
Colgate University 2008 — 2012
Bachelor of Arts, Philosophy, Economics
Anglo-American University, CEA
Rifiniti, Inc. May 2014 - Present
General Assembly January 2014 - March 2014
Real Abroad, LLC December 2011 - October 2013
Brown Brothers Harriman June 2011 - August 2011
Skills
Entrepreneurship, Ruby on Rails, JavaScript, Ember.js, Marketing Strategy, Market Research, Social Media, Team Leadership, Google Analytics, Financial Modeling, Start-ups, ElasticSearch, Ember CLI, SaaS, MySQL, PostgreSQL, AngularJS, Bootstrap, HTML5, CSS, jQuery, Git, Github, Business Strategy, Investments
Education
Colgate University 2008 — 2012
Bachelor of Arts, Philosophy, Economics
Anglo-American University, CEA
Colby Diamond's Brown Brothers Harriman Experience April 2014 - Present
Job Securities Valuation Analyst Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2014 - Present
Brown Brothers Harriman October 2013 - April 2014
Advanced Capitol LLC July 2013 - December 2013
K.P. Kauffman Company, Inc. June 2013 - September 2013
Spring Creek Ranch May 2011 - September 2011
Skills
Private Pilot, Microsoft Access, Stata, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis
Education
Colorado College 2009 — 2013
Bachelor's Degree, Economics
Brown Brothers Harriman April 2014 - Present
Brown Brothers Harriman October 2013 - April 2014
Advanced Capitol LLC July 2013 - December 2013
K.P. Kauffman Company, Inc. June 2013 - September 2013
Spring Creek Ranch May 2011 - September 2011
Skills
Private Pilot, Microsoft Access, Stata, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis
Education
Colorado College 2009 — 2013
Bachelor's Degree, Economics
Vikram Ramnarine Vikram Ramnarine's Brown Brothers Harriman Experience December 2013 - February 2014
Job Sr. Manager Business Analysis / Project Management at AXA US
Industry Financial Services
Experience
AXA US August 2015 - Present
AXA Equitable July 2006 - Present
Brown Brothers Harriman December 2013 - February 2014
Citi July 2004 - July 2006
Skills
PeopleSoft, PeopleTools, Requirements Gathering, Business Process, SDLC, Business Requirements, Business Analysis, MS Excel Pivot Tables, Access Database, ePay, eProfile, Applicant Tracking..., Siebel, Eureka, Data Analysis, Database Design, Databases, Data Entry, Metrics Reporting, Dashboard Metrics, Microsoft Office, System Testing, Systems Analysis, Data Reconciliation, Ad-hoc, Internal Audit, Error Analysis, UAT coordination, User Acceptance Testing, Regression Testing, Test Cases, Vendor Relationships, Vendor Management, Supply Management, Maintenance & Repair, Reprographics, Technical Support, Economics, Mathematics, Workday, Quality Center, Management, Project Management
Education
Hunter College 2000 — 2004
Bachelor of Arts (B.A.), Economics
AXA US August 2015 - Present
AXA Equitable July 2006 - Present
Brown Brothers Harriman December 2013 - February 2014
Citi July 2004 - July 2006
Skills
PeopleSoft, PeopleTools, Requirements Gathering, Business Process, SDLC, Business Requirements, Business Analysis, MS Excel Pivot Tables, Access Database, ePay, eProfile, Applicant Tracking..., Siebel, Eureka, Data Analysis, Database Design, Databases, Data Entry, Metrics Reporting, Dashboard Metrics, Microsoft Office, System Testing, Systems Analysis, Data Reconciliation, Ad-hoc, Internal Audit, Error Analysis, UAT coordination, User Acceptance Testing, Regression Testing, Test Cases, Vendor Relationships, Vendor Management, Supply Management, Maintenance & Repair, Reprographics, Technical Support, Economics, Mathematics, Workday, Quality Center, Management, Project Management
Education
Hunter College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Diana Tidd Diana Tidd's Brown Brothers Harriman Experience November 1994 - July 1999
Job Managing Director, Business Management at MSCI Inc.
Industry Computer Software
Experience
MSCI Inc. October 2011 - Present
MSCI Inc. November 2007 - July 2010
Morgan Stanley August 1999 - November 2007
Brown Brothers Harriman November 1994 - July 1999
Bankers Trust September 1991 - July 1993
Skills
Financial Services, Sales Management, Marketing Strategy, Equities, Sales
Education
Stanford University 1993 — 1994
M.A.
Colgate University 1988 — 1991
B.A., Political Science
MSCI Inc. October 2011 - Present
MSCI Inc. November 2007 - July 2010
Morgan Stanley August 1999 - November 2007
Brown Brothers Harriman November 1994 - July 1999
Bankers Trust September 1991 - July 1993
Skills
Financial Services, Sales Management, Marketing Strategy, Equities, Sales
Education
Stanford University 1993 — 1994
M.A.
Colgate University 1988 — 1991
B.A., Political Science
Jose R. Rodriguez Jose R. Rodriguez's Brown Brothers Harriman Experience July 2015 - Present
Job AML Compliance Analyst – Surveillance and Investigations at Brown Brothers Harriman
Industry Security and Investigations
Experience
Brown Brothers Harriman July 2015 - Present
JPMorgan Chase & Co. December 2013 - April 2015
JPMorgan Chase & Co. August 2013 - December 2013
New York Life Insurance Company October 2012 - August 2013
John Jay College September 2009 - October 2012
Legal Aid Society February 2009 - May 2009
Skills
Databases, Data Entry, Data Analysis, Research Design, Quantitative Research, Qualitative Research, Legal Research, Online Research, Homeland Security, Terrorism, Constitutional Law, Constitutional Rights, Due Process, Policy Analysis, Police Science, Criminal Justice, Criminology, Crime Prevention, Microsoft Word, Report Writing, PowerPoint, SPSS, Lexis, Westlaw, Google Scholar, EBSCO, Spanish-speaking, Legal Assistance, Background Checks, Critical Thinking, Analytical Reasoning, Multitasking Skills, Flexible Team Worker, Exceptionally Organized, Love to Learn, Inventory Control, Logistic Support
Education
John Jay College of Criminal Justice 2008 — 2011
Master of Arts (M.A.), Criminal Justice/Investigative Techniques, 3.783
John Jay College of Criminal Justice 2002 — 2007
Bachelor of Science (B.S.), Criminal Justice
Brown Brothers Harriman July 2015 - Present
JPMorgan Chase & Co. December 2013 - April 2015
JPMorgan Chase & Co. August 2013 - December 2013
New York Life Insurance Company October 2012 - August 2013
John Jay College September 2009 - October 2012
Legal Aid Society February 2009 - May 2009
Skills
Databases, Data Entry, Data Analysis, Research Design, Quantitative Research, Qualitative Research, Legal Research, Online Research, Homeland Security, Terrorism, Constitutional Law, Constitutional Rights, Due Process, Policy Analysis, Police Science, Criminal Justice, Criminology, Crime Prevention, Microsoft Word, Report Writing, PowerPoint, SPSS, Lexis, Westlaw, Google Scholar, EBSCO, Spanish-speaking, Legal Assistance, Background Checks, Critical Thinking, Analytical Reasoning, Multitasking Skills, Flexible Team Worker, Exceptionally Organized, Love to Learn, Inventory Control, Logistic Support
Education
John Jay College of Criminal Justice 2008 — 2011
Master of Arts (M.A.), Criminal Justice/Investigative Techniques, 3.783
John Jay College of Criminal Justice 2002 — 2007
Bachelor of Science (B.S.), Criminal Justice
Edwin (Eddie) Bleiler Edwin (Eddie) Bleiler's Brown Brothers Harriman Experience April 2014 - Present
Job Corporate Actions Investor Services Consultant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2014 - Present
Sudbury Public Schools May 2007 - April 2014
Digital Benefit Advisors/ Digital Benefits Marketplace June 2013 - November 2013
The International - A world class golf and special events destination June 2011 - December 2011
Baystate Financial Services June 2010 - August 2010
Longton Law Firm February 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Finance, Accounting, Investments, Financial Reporting, Economics, Financial Accounting, Banking, PowerPoint, Risk Management
Education
University of Kentucky
Bachelor's Degree, Finance
College of the Holy Cross
Lincoln Sudbury Regional High School
Brown Brothers Harriman April 2014 - Present
Sudbury Public Schools May 2007 - April 2014
Digital Benefit Advisors/ Digital Benefits Marketplace June 2013 - November 2013
The International - A world class golf and special events destination June 2011 - December 2011
Baystate Financial Services June 2010 - August 2010
Longton Law Firm February 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Finance, Accounting, Investments, Financial Reporting, Economics, Financial Accounting, Banking, PowerPoint, Risk Management
Education
University of Kentucky
Bachelor's Degree, Finance
College of the Holy Cross
Lincoln Sudbury Regional High School
Devin Cahill's Brown Brothers Harriman Experience September 2011 - March 2015
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2015 - Present
Brown Brothers Harriman September 2011 - March 2015
The McCormack Firm June 2010 - September 2010
Skills
Financial Services, PowerPoint, Transfer Agency, Alternative Investments, Financial Analysis
Education
Colby College 2007 — 2011
Bachelor of Arts (B.A.), Government, Italian Studies
Thayer Academy 2004 — 2007
Wellington Management April 2015 - Present
Brown Brothers Harriman September 2011 - March 2015
The McCormack Firm June 2010 - September 2010
Skills
Financial Services, PowerPoint, Transfer Agency, Alternative Investments, Financial Analysis
Education
Colby College 2007 — 2011
Bachelor of Arts (B.A.), Government, Italian Studies
Thayer Academy 2004 — 2007
Meghan McDonough Meghan McDonough's Brown Brothers Harriman Experience October 2012 - Present
Job Trainer at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman October 2012 - Present
Brown Brothers Harriman July 2010 - Present
Brown Brothers Harriman June 2008 - July 2010
Brown Brothers Harriman December 2005 - June 2008
Skills
Financial Services, SWIFT payments, Securities Lending, Corporate Actions, Client Services, Securities, Bloomberg, Global Custody, Equities, Banking, Fund Accounting, Asset Management, Risk Management, Derivatives, Financial Analysis, Fixed Income, Investments, Mutual Funds
Education
College of the Holy Cross 2001 — 2005
BA, Economics
Brown Brothers Harriman October 2012 - Present
Brown Brothers Harriman July 2010 - Present
Brown Brothers Harriman June 2008 - July 2010
Brown Brothers Harriman December 2005 - June 2008
Skills
Financial Services, SWIFT payments, Securities Lending, Corporate Actions, Client Services, Securities, Bloomberg, Global Custody, Equities, Banking, Fund Accounting, Asset Management, Risk Management, Derivatives, Financial Analysis, Fixed Income, Investments, Mutual Funds
Education
College of the Holy Cross 2001 — 2005
BA, Economics
Jennifer Dunn, CFP®'s Brown Brothers Harriman Experience 2003 - 2006
Job Director at Windham Capital Management
Industry Financial Services
Experience
Windham Capital Management January 2013 - Present
Windham Capital Management April 2010 - December 2012
Windham Capital Management July 2009 - March 2010
Boston Financial Management May 2009 - July 2009
Cabot Money Management October 2006 - February 2009
Brown Brothers Harriman 2003 - 2006
Skills
Portfolio Management, Finance, Investments, Asset Allocation, Mutual Funds, Customer Relations, Risk Management, Financial Analysis, Asset Management, Financial Modeling, Microsoft Excel, ETFs, Alternative Investments, Marketing, Equities, Fixed Income, Series 7
Education
College of the Holy Cross 1999 — 2003
Bachelor of Science (BS), Economics
Windham Capital Management January 2013 - Present
Windham Capital Management April 2010 - December 2012
Windham Capital Management July 2009 - March 2010
Boston Financial Management May 2009 - July 2009
Cabot Money Management October 2006 - February 2009
Brown Brothers Harriman 2003 - 2006
Skills
Portfolio Management, Finance, Investments, Asset Allocation, Mutual Funds, Customer Relations, Risk Management, Financial Analysis, Asset Management, Financial Modeling, Microsoft Excel, ETFs, Alternative Investments, Marketing, Equities, Fixed Income, Series 7
Education
College of the Holy Cross 1999 — 2003
Bachelor of Science (BS), Economics
Natalie Beato, Esq. Natalie Beato, Esq.'s Brown Brothers Harriman Experience June 2015 - Present
Job
Industry Law Practice
Experience
Brown Brothers Harriman June 2015 - Present
Citi January 2014 - June 2015
Jaffe & Koumordas, LLP and Country-Wide Insurance Company January 2013 - May 2013
Neil A. Weinrib & Associates June 2012 - August 2012
Kings County District Attorneys Office August 2011 - November 2011
Neil A. Weinrib & Associates June 2011 - August 2011
Rochdale Investment Management June 2008 - August 2008
Skills
Legal Research, Research, Immigration Law, Motions, Litigation, Legal Writing, Trials, Intellectual Property, Transactional Law, Microsoft Office, Hearings, Criminal Law, Lexis, Courts, Civil Litigation, LexisNexis, Corporate Law, Westlaw
Education
Hofstra University School of Law 2010 — 2013
JD, Law
Colgate University 2005 — 2009
BA, Political Science, Economics
Horace Mann School 2001 — 2005
Brown Brothers Harriman June 2015 - Present
Citi January 2014 - June 2015
Jaffe & Koumordas, LLP and Country-Wide Insurance Company January 2013 - May 2013
Neil A. Weinrib & Associates June 2012 - August 2012
Kings County District Attorneys Office August 2011 - November 2011
Neil A. Weinrib & Associates June 2011 - August 2011
Rochdale Investment Management June 2008 - August 2008
Skills
Legal Research, Research, Immigration Law, Motions, Litigation, Legal Writing, Trials, Intellectual Property, Transactional Law, Microsoft Office, Hearings, Criminal Law, Lexis, Courts, Civil Litigation, LexisNexis, Corporate Law, Westlaw
Education
Hofstra University School of Law 2010 — 2013
JD, Law
Colgate University 2005 — 2009
BA, Political Science, Economics
Horace Mann School 2001 — 2005
Nimra Jawaid Nimra Jawaid's Brown Brothers Harriman Experience July 2015 - Present
Job Private Equity Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman July 2015 - Present
Barclays Investment Bank May 2014 - August 2014
EY June 2013 - July 2013
Skills
Stata, Community Outreach, Student Development, Student Affairs, Higher Education, Grant Writing, Microsoft Office, PowerPoint, Event Planning, Teamwork, Microsoft Excel, Leadership, Microsoft Word, Research, Public Speaking
Education
Colgate University 2011 — 2015
Bachelor of Arts (BA), Economics and Mathematics
Nixor for A levels 2009 — 2011
Brown Brothers Harriman July 2015 - Present
Barclays Investment Bank May 2014 - August 2014
EY June 2013 - July 2013
Skills
Stata, Community Outreach, Student Development, Student Affairs, Higher Education, Grant Writing, Microsoft Office, PowerPoint, Event Planning, Teamwork, Microsoft Excel, Leadership, Microsoft Word, Research, Public Speaking
Education
Colgate University 2011 — 2015
Bachelor of Arts (BA), Economics and Mathematics
Nixor for A levels 2009 — 2011
Monica Weber's Brown Brothers Harriman Experience January 2009 - January 2009
Job Domain Expert Public Sector, Dataminr
Industry International Affairs
Experience
Dataminr, Inc. April 2015 - Present
American Express December 2012 - March 2015
RE/MAX Traditions May 2012 - November 2012
Racepoint Group June 2011 - May 2012
Starwood Hotels and Resorts June 2010 - August 2010
Brown Brothers Harriman January 2009 - January 2009
Skills
Social Media, Intelligence Analysis, International Relations, Analysis, Counterterrorism, National Security, Integrated Marketing, Public Relations
Education
College of the Holy Cross 2007 — 2011
Economics, Art History
Universitat de les Illes Balears 2009 — 2010
Castellano, Historia del Arte, Catalán
Dataminr, Inc. April 2015 - Present
American Express December 2012 - March 2015
RE/MAX Traditions May 2012 - November 2012
Racepoint Group June 2011 - May 2012
Starwood Hotels and Resorts June 2010 - August 2010
Brown Brothers Harriman January 2009 - January 2009
Skills
Social Media, Intelligence Analysis, International Relations, Analysis, Counterterrorism, National Security, Integrated Marketing, Public Relations
Education
College of the Holy Cross 2007 — 2011
Economics, Art History
Universitat de les Illes Balears 2009 — 2010
Castellano, Historia del Arte, Catalán
Abigail Marjollet's Brown Brothers Harriman Experience September 2014 - Present
Job Corporate Action Operations Specialist at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman September 2014 - Present
O'Keefe Investment Management September 2013 - May 2014
Office of Student Involvement at the College of the Holy Cross October 2011 - May 2014
The Boston Consulting Group June 2013 - August 2013
The Catered Affair June 2011 - August 2012
Skills
Microsoft Office, Word, Excel, PowerPoint, Public Speaking, Experienced With, Social Media
Education
College of the Holy Cross 2011 — 2014
Bachelor of Arts (BA), Economics and Political Science
John Felice Rome Center of Loyola Chicago University, Rome, Italy 2012 — 2012
University of Delaware 2010 — 2011
International Business
Hingham High School 2006 — 2010
Brown Brothers Harriman September 2014 - Present
O'Keefe Investment Management September 2013 - May 2014
Office of Student Involvement at the College of the Holy Cross October 2011 - May 2014
The Boston Consulting Group June 2013 - August 2013
The Catered Affair June 2011 - August 2012
Skills
Microsoft Office, Word, Excel, PowerPoint, Public Speaking, Experienced With, Social Media
Education
College of the Holy Cross 2011 — 2014
Bachelor of Arts (BA), Economics and Political Science
John Felice Rome Center of Loyola Chicago University, Rome, Italy 2012 — 2012
University of Delaware 2010 — 2011
International Business
Hingham High School 2006 — 2010
Conor Hayden, MBA's Brown Brothers Harriman Experience March 2012 - September 2013
Job Associate at Potamus Trading LLC
Industry Financial Services
Experience
Potamus Trading LLC September 2013 - Present
Brown Brothers Harriman March 2012 - September 2013
Planet Fitness November 2011 - March 2012
Harvard University August 2011 - December 2011
MassMutual Financial Group September 2010 - August 2011
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Hedge Funds, ETFs, Fund Accounting, Financial Services, Alternative Investments, Bloomberg Terminal, Fixed Income, Fund Administration, Process Improvement, Financial Analysis, Accounting, Bloomberg
Education
Western New England College 2009 — 2011
Master of Business Administration, Business Administration and Management, General
Clarkson University 2005 — 2009
Bachelor of Science, Interdisciplinary Engineering & Management
Potamus Trading LLC September 2013 - Present
Brown Brothers Harriman March 2012 - September 2013
Planet Fitness November 2011 - March 2012
Harvard University August 2011 - December 2011
MassMutual Financial Group September 2010 - August 2011
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Hedge Funds, ETFs, Fund Accounting, Financial Services, Alternative Investments, Bloomberg Terminal, Fixed Income, Fund Administration, Process Improvement, Financial Analysis, Accounting, Bloomberg
Education
Western New England College 2009 — 2011
Master of Business Administration, Business Administration and Management, General
Clarkson University 2005 — 2009
Bachelor of Science, Interdisciplinary Engineering & Management
Robert LaPolla's Brown Brothers Harriman Experience June 2011 - September 2012
Job Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners December 2012 - Present
Brown Brothers Harriman June 2011 - September 2012
Brown Brothers Harriman August 2008 - June 2011
The Creek Club 2003 - 2008
American Transit Insurance Company June 2007 - August 2007
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Equities, Securities, Equity Research, FINRA, Financial Services
Education
College of the Holy Cross 2004 — 2008
BA, Economics & History
Chaminade High School
Strategas Research Partners December 2012 - Present
Brown Brothers Harriman June 2011 - September 2012
Brown Brothers Harriman August 2008 - June 2011
The Creek Club 2003 - 2008
American Transit Insurance Company June 2007 - August 2007
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Equities, Securities, Equity Research, FINRA, Financial Services
Education
College of the Holy Cross 2004 — 2008
BA, Economics & History
Chaminade High School
Shawn (Xiaoduo) Liu Shawn (Xiaoduo) Liu's Brown Brothers Harriman Experience July 2011 - May 2012
Job Credit Analyst at Argus Merchant Services
Industry Financial Services
Experience
Argus Merchant Services May 2012 - Present
Brown Brothers Harriman July 2011 - May 2012
Van Eck Global May 2011 - June 2011
Education
Clark University 2008 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Ritsumeikan Asia Pacific University 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Argus Merchant Services May 2012 - Present
Brown Brothers Harriman July 2011 - May 2012
Van Eck Global May 2011 - June 2011
Education
Clark University 2008 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Ritsumeikan Asia Pacific University 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Christa Tegan's Brown Brothers Harriman Experience November 2012 - Present
Job Trader at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2012 - Present
Brown Brothers Harriman 2006 - 2012
Brown Brothers Harriman 2005 - 2006
Brown Brothers Harriman 2003 - 2005
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Trading
Education
College of Charleston 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), International Business
Brown Brothers Harriman November 2012 - Present
Brown Brothers Harriman 2006 - 2012
Brown Brothers Harriman 2005 - 2006
Brown Brothers Harriman 2003 - 2005
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Trading
Education
College of Charleston 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), International Business
Michael Mooney's Brown Brothers Harriman Experience 2008 - 2010
Job Client Services Manager at eBay Enterprise (an eBay Inc. division)
Industry Internet
Experience
eBay Enterprise October 2015 - Present
Deem, Inc. (Formerly Digistrive/AAA Member Deals) 2012 - 2015
BuyWithMe (Startup was dissolved by Bain Capital) 2011 - 2011
Brown Brothers Harriman 2008 - 2010
Investors Bank & Trust (Acquired by State Street) 1998 - 2008
Investors Bank & Trust (Acquired by State Street) 1997 - 1998
Investors Bank & Trust (Acquired by State Street) 1995 - 1997
Allmerica Financial 1994 - 1995
Skills
Business Development, Account Management, Lead Generation, Relationship Management, Strategy, Risk Management, Sales, Analytics, Salesforce.com, CRM, Management, Financial Services, Bloomberg, Equities, Sales Operations, Securities, Fixed Income, E-commerce, Social Media, Securities Lending, Trading, Financial Risk, Executive Management, Portfolio Management, Business Ideas, Mutual Funds, Financial Markets, Hedge Funds, Series 63, Mergers & Acquisitions, Analysis, Daily Deals, Customer Retention, Product Management, SugarCRM, Asset Management, Corporate Actions, Digital Marketing, Sales Management, Quality Control, Funding, Basecamp, Client Services, National Account..., Innovation, Account Retention, Vetting, Affiliate Management, Customer Support, Professional Mentoring
Education
Clark University Graduate School of Management 1993 — 1994
MBA, Business Management
Clark University 1989 — 1993
B.A., Business Management
Masuk High School 1986 — 1989
General Studies
eBay Enterprise October 2015 - Present
Deem, Inc. (Formerly Digistrive/AAA Member Deals) 2012 - 2015
BuyWithMe (Startup was dissolved by Bain Capital) 2011 - 2011
Brown Brothers Harriman 2008 - 2010
Investors Bank & Trust (Acquired by State Street) 1998 - 2008
Investors Bank & Trust (Acquired by State Street) 1997 - 1998
Investors Bank & Trust (Acquired by State Street) 1995 - 1997
Allmerica Financial 1994 - 1995
Skills
Business Development, Account Management, Lead Generation, Relationship Management, Strategy, Risk Management, Sales, Analytics, Salesforce.com, CRM, Management, Financial Services, Bloomberg, Equities, Sales Operations, Securities, Fixed Income, E-commerce, Social Media, Securities Lending, Trading, Financial Risk, Executive Management, Portfolio Management, Business Ideas, Mutual Funds, Financial Markets, Hedge Funds, Series 63, Mergers & Acquisitions, Analysis, Daily Deals, Customer Retention, Product Management, SugarCRM, Asset Management, Corporate Actions, Digital Marketing, Sales Management, Quality Control, Funding, Basecamp, Client Services, National Account..., Innovation, Account Retention, Vetting, Affiliate Management, Customer Support, Professional Mentoring
Education
Clark University Graduate School of Management 1993 — 1994
MBA, Business Management
Clark University 1989 — 1993
B.A., Business Management
Masuk High School 1986 — 1989
General Studies
Kate Balch's Brown Brothers Harriman Experience August 2013 - Present
Job Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments April 2015 - Present
Brown Brothers Harriman August 2013 - Present
Shadow PR June 2012 - August 2012
Crunch Brand Communications June 2010 - August 2010
Skills
Facebook, Social Media, Cision, PowerPoint, Event Planning, Blogging, Microsoft Excel, Social Media Marketing, Microsoft Office, Public Relations, Microsoft Word
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts
Clinton Central High School 2005 — 2009
Fidelity Investments April 2015 - Present
Brown Brothers Harriman August 2013 - Present
Shadow PR June 2012 - August 2012
Crunch Brand Communications June 2010 - August 2010
Skills
Facebook, Social Media, Cision, PowerPoint, Event Planning, Blogging, Microsoft Excel, Social Media Marketing, Microsoft Office, Public Relations, Microsoft Word
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts
Clinton Central High School 2005 — 2009
Drew Chisholm's Brown Brothers Harriman Experience September 2013 - Present
Job Senior Corporate Actions Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2013 - Present
MEDITECH September 2012 - September 2013
Skills
Spanish, Corporate Actions, Global Custody, Analysis, Leadership, Bloomberg
Education
College of the Holy Cross 2008 — 2012
Bachelors, Spanish, Latin American & Latino Studies
Universitat de les Illes Balears 2010 — 2011
Year Abroad
Holliston High School 2004 — 2008
Brown Brothers Harriman September 2013 - Present
MEDITECH September 2012 - September 2013
Skills
Spanish, Corporate Actions, Global Custody, Analysis, Leadership, Bloomberg
Education
College of the Holy Cross 2008 — 2012
Bachelors, Spanish, Latin American & Latino Studies
Universitat de les Illes Balears 2010 — 2011
Year Abroad
Holliston High School 2004 — 2008
Christopher Barrand Christopher Barrand's Brown Brothers Harriman Experience June 2011 - August 2011
Job Investment Banking Analyst at Nomura Securities
Industry Financial Services
Experience
Nomura Securities January 2015 - Present
Cambridge Associates June 2012 - January 2015
Colby College Economics Department September 2011 - May 2012
Brown Brothers Harriman June 2011 - August 2011
Gray Associates, Inc. January 2011 - February 2011
Vector Marketing June 2008 - August 2009
Skills
Investments, Research, Data Analysis, Analysis, Public Speaking, Investment Management, Investment Strategies, Investment Advisory, Direct Sales, Risk Management
Education
Colby College 2008 — 2012
BS, Economics
Governor's Academy 2004 — 2008
Diploma
Nomura Securities January 2015 - Present
Cambridge Associates June 2012 - January 2015
Colby College Economics Department September 2011 - May 2012
Brown Brothers Harriman June 2011 - August 2011
Gray Associates, Inc. January 2011 - February 2011
Vector Marketing June 2008 - August 2009
Skills
Investments, Research, Data Analysis, Analysis, Public Speaking, Investment Management, Investment Strategies, Investment Advisory, Direct Sales, Risk Management
Education
Colby College 2008 — 2012
BS, Economics
Governor's Academy 2004 — 2008
Diploma
Roy Simpson, III (Trey) Roy Simpson, III (Trey)'s Brown Brothers Harriman Experience June 2013 - August 2013
Job Investment Banking Analyst at Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC July 2014 - Present
Mayflower Hill Capital May 2013 - May 2014
Brown Brothers Harriman June 2013 - August 2013
Berwyn Capital Interests June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Research, Valuation, Microsoft Word
Education
Colby College 2010 — 2014
Wall Street Prep 2012 — 2012
Financial Modeling Seminar Participant
Episcopal Academy 2001 — 2010
Janney Montgomery Scott LLC July 2014 - Present
Mayflower Hill Capital May 2013 - May 2014
Brown Brothers Harriman June 2013 - August 2013
Berwyn Capital Interests June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Research, Valuation, Microsoft Word
Education
Colby College 2010 — 2014
Wall Street Prep 2012 — 2012
Financial Modeling Seminar Participant
Episcopal Academy 2001 — 2010
Nathan Bourette's Brown Brothers Harriman Experience November 2013 - June 2015
Job Solar Energy Consultant at SolarCity
Industry Financial Services
Experience
SolarCity July 2015 - Present
Nasty Beatz Productions September 2012 - Present
Brown Brothers Harriman November 2013 - June 2015
M3 Advisory Group May 2013 - November 2013
Atlantic Coastal Wellness 2011 - 2013
Right To Repair Coalition June 2012 - September 2012
Mashantum Tennis Club 2005 - 2010
Education
University of Massachusetts, Amherst 2010 — 2013
Bachelor of Science (BS), Economics
College of Charleston 2009 — 2010
Cushing Academy 2005 — 2009
SolarCity July 2015 - Present
Nasty Beatz Productions September 2012 - Present
Brown Brothers Harriman November 2013 - June 2015
M3 Advisory Group May 2013 - November 2013
Atlantic Coastal Wellness 2011 - 2013
Right To Repair Coalition June 2012 - September 2012
Mashantum Tennis Club 2005 - 2010
Education
University of Massachusetts, Amherst 2010 — 2013
Bachelor of Science (BS), Economics
College of Charleston 2009 — 2010
Cushing Academy 2005 — 2009
Alex Badalamenti Alex Badalamenti's Brown Brothers Harriman Experience June 2014 - September 2014
Job Consultant at Brown Brothers Harriman
Industry Legal Services
Experience
U.S. Securities and Exchange Commission May 2015 - Present
CACI International Inc May 2015 - Present
Brown Brothers Harriman June 2014 - September 2014
Blank Rome LLP April 2007 - September 2013
Weber Gallagher April 2006 - April 2007
Cozen O'Connor September 2005 - March 2006
Pitney Bowes March 2005 - September 2005
The MCS Group April 2004 - March 2005
Skills
CompTIA A+ Certification, Hardware Installation, Ebay Sales, Paypal Integration, Legal Assistance, Litigation Support, Baking, Gluten Free, Electronic Filing, Filing, Barcode Scanners, iManage, FileSurf, Scanners, Mail Sorting, FedEx, UPS Shipping, USPS, Laptops, Android, Toshiba, VoIP
Education
Clovis Community College 2014 — 2014
Associate of Arts and Sciences (AAS), Data Entry/Microcomputer Applications, B
Community College of Philadelphia 2013 — 2014
N/A, Computer Science, B
Lincoln Technical Institute-Philadelphia 2003 — 2003
Technical Certificate, Computer Hardware Technology/Technician
Peru State College
Bachelor of Applied Science (BASc)
U.S. Securities and Exchange Commission May 2015 - Present
CACI International Inc May 2015 - Present
Brown Brothers Harriman June 2014 - September 2014
Blank Rome LLP April 2007 - September 2013
Weber Gallagher April 2006 - April 2007
Cozen O'Connor September 2005 - March 2006
Pitney Bowes March 2005 - September 2005
The MCS Group April 2004 - March 2005
Skills
CompTIA A+ Certification, Hardware Installation, Ebay Sales, Paypal Integration, Legal Assistance, Litigation Support, Baking, Gluten Free, Electronic Filing, Filing, Barcode Scanners, iManage, FileSurf, Scanners, Mail Sorting, FedEx, UPS Shipping, USPS, Laptops, Android, Toshiba, VoIP
Education
Clovis Community College 2014 — 2014
Associate of Arts and Sciences (AAS), Data Entry/Microcomputer Applications, B
Community College of Philadelphia 2013 — 2014
N/A, Computer Science, B
Lincoln Technical Institute-Philadelphia 2003 — 2003
Technical Certificate, Computer Hardware Technology/Technician
Peru State College
Bachelor of Applied Science (BASc)
Arya Mortazavi's Brown Brothers Harriman Experience June 2013 - August 2013
Job Institutional Credit Sales at RW Baird Co.
Industry Financial Services
Experience
Rw Baird Co Inc May 2015 - Present
Stifel Financial Corp. January 2015 - May 2015
Songer & Associate (Vision Partners) January 2015 - March 2015
Colby College September 2010 - May 2014
Brown Brothers Harriman June 2013 - August 2013
i2 Capital Group June 2012 - August 2012
The Althing Group June 2011 - August 2011
The Jesse Hubbard Lacrosse Experience June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Editing, Data Analysis, Economics, Strategic Planning, Investments, Market Research, Statistics, Sweaters
Education
Colby College 2011 — 2014
Bachelor's degree, Major:Economics with Financial Markets Concetration, Minor: Administrative Science
St. Albans School 2007 — 2010
Rw Baird Co Inc May 2015 - Present
Stifel Financial Corp. January 2015 - May 2015
Songer & Associate (Vision Partners) January 2015 - March 2015
Colby College September 2010 - May 2014
Brown Brothers Harriman June 2013 - August 2013
i2 Capital Group June 2012 - August 2012
The Althing Group June 2011 - August 2011
The Jesse Hubbard Lacrosse Experience June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Editing, Data Analysis, Economics, Strategic Planning, Investments, Market Research, Statistics, Sweaters
Education
Colby College 2011 — 2014
Bachelor's degree, Major:Economics with Financial Markets Concetration, Minor: Administrative Science
St. Albans School 2007 — 2010
Jennifer Justiniano Jennifer Justiniano's Brown Brothers Harriman Experience April 2012 - February 2013
Job Executive Assistant at PwC
Industry Staffing and Recruiting
Experience
PwC October 2014 - Present
PwC January 2013 - Present
Brown Brothers Harriman April 2012 - February 2013
HELP USA January 2009 - December 2011
Brinks Inc. July 2003 - December 2009
Skills
Fundraising, Event Planning, Community Outreach, Non-profits, Event Management, Program Development, Public Speaking, Social Services, Research, Editing, Public Relations, Human Resources, Social Media, Conflict Resolution
Education
John Jay College of Criminal Justice 2005 — 2008
Master's degree, Non-Profit/Public/Organizational Management
John Jay College of Criminal Justice 2000 — 2004
Bachelor's degree, Criminal Justice and Corrections
PwC October 2014 - Present
PwC January 2013 - Present
Brown Brothers Harriman April 2012 - February 2013
HELP USA January 2009 - December 2011
Brinks Inc. July 2003 - December 2009
Skills
Fundraising, Event Planning, Community Outreach, Non-profits, Event Management, Program Development, Public Speaking, Social Services, Research, Editing, Public Relations, Human Resources, Social Media, Conflict Resolution
Education
John Jay College of Criminal Justice 2005 — 2008
Master's degree, Non-Profit/Public/Organizational Management
John Jay College of Criminal Justice 2000 — 2004
Bachelor's degree, Criminal Justice and Corrections
Melissa Tompkins Melissa Tompkins's Brown Brothers Harriman Experience 2010 - Present
Job Banking & Advisory at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2010 - Present
oiljobjob.com October 2008 - December 2010
Brown Brothers Harriman September 2006 - October 2008
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Economics
Brown Brothers Harriman 2010 - Present
oiljobjob.com October 2008 - December 2010
Brown Brothers Harriman September 2006 - October 2008
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Economics
Jason Schlundt's Brown Brothers Harriman Experience July 2011 - October 2013
Job Investment Associate at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates January 2015 - Present
Loomis, Sayles & Company November 2013 - December 2014
Brown Brothers Harriman July 2011 - October 2013
Chestnut Hill Realty June 2009 - August 2010
Skills
Fixed Income, Investments, Mutual Funds, Financial Analysis, Bloomberg, Strategy, Derivatives, Equities, Structured Products, Sales
Education
Colby College 2007 — 2011
BA, Economics, Administrative Science
Buckingham Browne & Nichols 2003 — 2007
Cambridge Associates January 2015 - Present
Loomis, Sayles & Company November 2013 - December 2014
Brown Brothers Harriman July 2011 - October 2013
Chestnut Hill Realty June 2009 - August 2010
Skills
Fixed Income, Investments, Mutual Funds, Financial Analysis, Bloomberg, Strategy, Derivatives, Equities, Structured Products, Sales
Education
Colby College 2007 — 2011
BA, Economics, Administrative Science
Buckingham Browne & Nichols 2003 — 2007
Morgan McDevitt Morgan McDevitt's Brown Brothers Harriman Experience June 2000 - January 2004
Job Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP October 2014 - Present
Morgan, Lewis & Bockius LLP October 2010 - October 2014
The Pew Charitable Trusts September 2009 - October 2010
Morgan, Lewis & Bockius LLP May 2008 - August 2008
Commodity Futures Trading Commission June 2007 - September 2007
OppenheimerFunds October 2004 - August 2006
Brown Brothers Harriman June 2000 - January 2004
Skills
M&A, Private Equity, Finance, Securities, Entity Formations, Corporate Law, Due Diligence, Securities Offerings, Securities Regulation, Secured Financing, Asset Dispositions, Corporate Governance, Non-profits, Commercial Contract..., Contract Negotiation, Joint Ventures, Mergers
Education
Cornell Law School 2006 — 2009
J.D., Concentration in Business Law and Regulation
Colby College 1996 — 2000
BA, International Studies, French Studies, Magna Cum Laude
Hamilton College Junior Year Abroad (Paris) 1998 — 1999
French Studies
Morgan, Lewis & Bockius LLP October 2014 - Present
Morgan, Lewis & Bockius LLP October 2010 - October 2014
The Pew Charitable Trusts September 2009 - October 2010
Morgan, Lewis & Bockius LLP May 2008 - August 2008
Commodity Futures Trading Commission June 2007 - September 2007
OppenheimerFunds October 2004 - August 2006
Brown Brothers Harriman June 2000 - January 2004
Skills
M&A, Private Equity, Finance, Securities, Entity Formations, Corporate Law, Due Diligence, Securities Offerings, Securities Regulation, Secured Financing, Asset Dispositions, Corporate Governance, Non-profits, Commercial Contract..., Contract Negotiation, Joint Ventures, Mergers
Education
Cornell Law School 2006 — 2009
J.D., Concentration in Business Law and Regulation
Colby College 1996 — 2000
BA, International Studies, French Studies, Magna Cum Laude
Hamilton College Junior Year Abroad (Paris) 1998 — 1999
French Studies
Kevin O'Mara's Brown Brothers Harriman Experience March 2011 - February 2013
Job Discretionary Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC April 2014 - Present
NEPC, LLC March 2014 - May 2014
NEPC March 2013 - February 2014
Brown Brothers Harriman March 2011 - February 2013
JP Morgan Chase October 2010 - January 2011
State Street Corporation June 2009 - August 2009
Education
College of the Holy Cross 2006 — 2010
Bachelor of the Arts, Economics, Deaf Studies minor
Boston College High School
NEPC, LLC April 2014 - Present
NEPC, LLC March 2014 - May 2014
NEPC March 2013 - February 2014
Brown Brothers Harriman March 2011 - February 2013
JP Morgan Chase October 2010 - January 2011
State Street Corporation June 2009 - August 2009
Education
College of the Holy Cross 2006 — 2010
Bachelor of the Arts, Economics, Deaf Studies minor
Boston College High School
Molly Diggins's Brown Brothers Harriman Experience 2009 - November 2011
Job General Counsel at Monument Group, Inc.
Industry Law Practice
Experience
Monument Group, Inc. September 2011 - Present
Brown Brothers Harriman 2009 - November 2011
Brown Brothers Harriman 2005 - 2009
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
Metropolitan Life Insurance Company 1997 - 2003
Goodwin Procter LLP 1991 - 1997
Education
University of Chicago Law School
Juris Doctor, Managing Editor, The Legal Forum (one of the school’s two legal journals)
College of the Holy Cross 1983 — 1987
A.B. Degree, Classics, cum laude
Monument Group, Inc. September 2011 - Present
Brown Brothers Harriman 2009 - November 2011
Brown Brothers Harriman 2005 - 2009
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
Metropolitan Life Insurance Company 1997 - 2003
Goodwin Procter LLP 1991 - 1997
Education
University of Chicago Law School
Juris Doctor, Managing Editor, The Legal Forum (one of the school’s two legal journals)
College of the Holy Cross 1983 — 1987
A.B. Degree, Classics, cum laude
Christian Gagnier Christian Gagnier's Brown Brothers Harriman Experience September 2012 - May 2014
Job Senior Associate Finance at Sirios Capital Management
Industry Financial Services
Experience
Sirios Capital Management May 2014 - Present
Brown Brothers Harriman September 2012 - May 2014
International Fund Services (Ireland) Ltd, A State Street Company August 2007 - September 2012
Rockport Mortgage Corporation June 2006 - August 2006
Skills
Hedge Funds, Bloomberg, Financial Analysis, Equities, Financial Modeling, Microsoft Excel, Valuation, Alternative Investments, Fixed Income, Mutual Funds, Securities, Fund Accounting, Fund Administration, PowerPoint, Derivatives, Accounting, Bonds, Microsoft Office, Credit, Banking, Bloomberg Terminal
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Economics
Sirios Capital Management May 2014 - Present
Brown Brothers Harriman September 2012 - May 2014
International Fund Services (Ireland) Ltd, A State Street Company August 2007 - September 2012
Rockport Mortgage Corporation June 2006 - August 2006
Skills
Hedge Funds, Bloomberg, Financial Analysis, Equities, Financial Modeling, Microsoft Excel, Valuation, Alternative Investments, Fixed Income, Mutual Funds, Securities, Fund Accounting, Fund Administration, PowerPoint, Derivatives, Accounting, Bonds, Microsoft Office, Credit, Banking, Bloomberg Terminal
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Economics
Thomas Senfuma Thomas Senfuma's Brown Brothers Harriman Experience April 2012 - Present
Job Lead Operations Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2012 - Present
Colby-Sawyer College September 2007 - May 2011
JVS 2010 - 2010
Elizabeth Peabody House 2004 - 2008
Education
Colby Sawyer College 2007 — 2011
BSA, Business Administration
Brown Brothers Harriman April 2012 - Present
Colby-Sawyer College September 2007 - May 2011
JVS 2010 - 2010
Elizabeth Peabody House 2004 - 2008
Education
Colby Sawyer College 2007 — 2011
BSA, Business Administration
Madelaine LeBlanc Madelaine LeBlanc's Brown Brothers Harriman Experience October 2010 - June 2012
Job HKS Fund Manager at Harvard Kennedy School of Government
Industry Financial Services
Experience
Harvard Kennedy School of Government December 2013 - Present
Belmont Hill School July 2013 - December 2013
Harvard University January 2013 - July 2013
Brown Brothers Harriman October 2010 - June 2012
Brown Brothers Harriman November 2009 - October 2010
Brown Brothers Harriman July 2007 - November 2009
Skills
Corporate Actions, Bloomberg, Mutual Funds, Equities, Securities, Fixed Income, Wealth Management, Alternative Investments, Hedge Funds, Asset Management, Bloomberg Terminal, Financial Services
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Psychology, Sociology
Harvard Kennedy School of Government December 2013 - Present
Belmont Hill School July 2013 - December 2013
Harvard University January 2013 - July 2013
Brown Brothers Harriman October 2010 - June 2012
Brown Brothers Harriman November 2009 - October 2010
Brown Brothers Harriman July 2007 - November 2009
Skills
Corporate Actions, Bloomberg, Mutual Funds, Equities, Securities, Fixed Income, Wealth Management, Alternative Investments, Hedge Funds, Asset Management, Bloomberg Terminal, Financial Services
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Psychology, Sociology
Charles Meneghin Charles Meneghin's Brown Brothers Harriman Experience August 2013 - Present
Job Senior Documentation and Registration Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2013 - Present
Colgate University August 2009 - May 2013
Brown Brothers Harriman June 2012 - August 2012
The Pennington School May 2011 - June 2011
Education
Colgate University 2009 — 2013
BA, International Relations, Economics
Anglo-American University, Prague 2011 — 2011
History
The Pennington School 2005 — 2009
High School Diploma
Brown Brothers Harriman August 2013 - Present
Colgate University August 2009 - May 2013
Brown Brothers Harriman June 2012 - August 2012
The Pennington School May 2011 - June 2011
Education
Colgate University 2009 — 2013
BA, International Relations, Economics
Anglo-American University, Prague 2011 — 2011
History
The Pennington School 2005 — 2009
High School Diploma
Timothy Massarelli's Brown Brothers Harriman Experience March 2012 - August 2012
Job Sales & Business Development at eClinicalWorks
Industry Information Technology and Services
Experience
eClinicalWorks May 2015 - Present
AKUITY Technologies March 2013 - April 2015
Chase Technology Consultants, LLC October 2012 - March 2013
Brown Brothers Harriman March 2012 - August 2012
Medco Systems June 2008 - August 2011
The Tutor U Network September 2009 - June 2011
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Excel, HTML, Access, Process Improvement, Microsoft Excel, Customer Service, Cold Calling, Management, Business Development, Leadership, Account Management, Salesforce.com, Training, Marketing, Sales
Education
Clark University 2008 — 2011
Bachelor of Science (B.S.), Communication
Fordham University 2004 — 2005
Bachelor's degree, Business Administration and Management, General
Worcester Academy 2000 — 2004
eClinicalWorks May 2015 - Present
AKUITY Technologies March 2013 - April 2015
Chase Technology Consultants, LLC October 2012 - March 2013
Brown Brothers Harriman March 2012 - August 2012
Medco Systems June 2008 - August 2011
The Tutor U Network September 2009 - June 2011
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Excel, HTML, Access, Process Improvement, Microsoft Excel, Customer Service, Cold Calling, Management, Business Development, Leadership, Account Management, Salesforce.com, Training, Marketing, Sales
Education
Clark University 2008 — 2011
Bachelor of Science (B.S.), Communication
Fordham University 2004 — 2005
Bachelor's degree, Business Administration and Management, General
Worcester Academy 2000 — 2004
Patrick Puentes's Brown Brothers Harriman Experience August 2013 - March 2015
Job Associate Program Manager at Veracode
Industry Computer & Network Security
Experience
Veracode April 2015 - Present
Brown Brothers Harriman August 2013 - March 2015
Skills
Microsoft Excel, Public Speaking, Team Leadership, Microsoft Office, PowerPoint, Marketing Strategy, Marketing, Customer Service, Teamwork, Microsoft Word, Social Media, Research
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics and Psychology
Veracode April 2015 - Present
Brown Brothers Harriman August 2013 - March 2015
Skills
Microsoft Excel, Public Speaking, Team Leadership, Microsoft Office, PowerPoint, Marketing Strategy, Marketing, Customer Service, Teamwork, Microsoft Word, Social Media, Research
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics and Psychology
Tony Guardascione Tony Guardascione's Brown Brothers Harriman Experience 1987 - 1996
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Co. Inc April 2006 - Present
Citigroup 2005 - 2006
Investec US June 1999 - February 2005
CIT Global 2005 - 2005
NSCC August 1996 - May 1999
U.S. Clearing Corp. 1996 - 1996
Brown Brothers Harriman 1987 - 1996
Metropolitan Life Insurance Company 1983 - 1986
Skills
Market Data, Fixed Income, Settlement, Portfolio Management, Equities, Capital Markets, Trading Systems, Investment Banking, Securities, SDLC, Vendor Management, Derivatives, Hedge Funds, Back Office, Options, Bloomberg, Risk Management, Electronic Trading, Corporate Actions, Trading, Middle Office, Prime Brokerage, Equity Trading, Series 7, Series 63
Education
Pace University 1981 — 1985
MBA, Financial Management
City University of New York-Hunter College 1974 — 1978
B.A., Computer Science
Jefferies & Co. Inc April 2006 - Present
Citigroup 2005 - 2006
Investec US June 1999 - February 2005
CIT Global 2005 - 2005
NSCC August 1996 - May 1999
U.S. Clearing Corp. 1996 - 1996
Brown Brothers Harriman 1987 - 1996
Metropolitan Life Insurance Company 1983 - 1986
Skills
Market Data, Fixed Income, Settlement, Portfolio Management, Equities, Capital Markets, Trading Systems, Investment Banking, Securities, SDLC, Vendor Management, Derivatives, Hedge Funds, Back Office, Options, Bloomberg, Risk Management, Electronic Trading, Corporate Actions, Trading, Middle Office, Prime Brokerage, Equity Trading, Series 7, Series 63
Education
Pace University 1981 — 1985
MBA, Financial Management
City University of New York-Hunter College 1974 — 1978
B.A., Computer Science
Jason Lipman's Brown Brothers Harriman Experience September 2010 - Present
Job Senior Programmer Analyst at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman September 2010 - Present
Oppenheimer Funds February 2008 - September 2010
HealthTrans LLC March 2005 - February 2008
IBS 2005 - 2005
NTS, Inc, February 2002 - February 2004
American Express 2004 - 2004
JBCharles Consulting 2004 - 2004
GlobalSourceIT, Inc. 2004 - 2004
Sybase 2000 - 2002
Great West Life 1997 - 2000
Skills
Unix, Microsoft SQL Server, PL/SQL, Oracle HR, SDLC, Programming, Databases, Testing, Perl, Software Documentation, SQL, PowerBuilder, Requirements Analysis, Sybase, Data Warehousing, Visio, Enterprise Software, ETL, Process Improvement, Software Development, Business Intelligence, Shell Scripting, Database Design, Oracle, Analysis, Agile Methodologies, Software Project..., T-SQL, Data Modeling, Requirements Gathering, Integration, Business Analysis, Unix Shell Scripting, SharePoint, Systems Analysis, SOA, Data Migration, Subversion
Education
Liberty University 2010 — 2010
Theological Studies, Christian Theology
Colorado Christian University 1994 — 1996
Organizational Management, Christian Leadership
Villa Park High School 1979 — 1982
Brown Brothers Harriman September 2010 - Present
Oppenheimer Funds February 2008 - September 2010
HealthTrans LLC March 2005 - February 2008
IBS 2005 - 2005
NTS, Inc, February 2002 - February 2004
American Express 2004 - 2004
JBCharles Consulting 2004 - 2004
GlobalSourceIT, Inc. 2004 - 2004
Sybase 2000 - 2002
Great West Life 1997 - 2000
Skills
Unix, Microsoft SQL Server, PL/SQL, Oracle HR, SDLC, Programming, Databases, Testing, Perl, Software Documentation, SQL, PowerBuilder, Requirements Analysis, Sybase, Data Warehousing, Visio, Enterprise Software, ETL, Process Improvement, Software Development, Business Intelligence, Shell Scripting, Database Design, Oracle, Analysis, Agile Methodologies, Software Project..., T-SQL, Data Modeling, Requirements Gathering, Integration, Business Analysis, Unix Shell Scripting, SharePoint, Systems Analysis, SOA, Data Migration, Subversion
Education
Liberty University 2010 — 2010
Theological Studies, Christian Theology
Colorado Christian University 1994 — 1996
Organizational Management, Christian Leadership
Villa Park High School 1979 — 1982
Chuck Chiesa's Brown Brothers Harriman Experience 2000 - 2006
Job Lead Business Analyst at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US December 2013 - Present
Columbia Management October 2007 - Present
Columbia Management October 2007 - July 2011
State Street Corporation/ Investors Bank and Trust May 2006 - October 2007
Brown Brothers Harriman 2000 - 2006
Skills
Mutual Funds, Bloomberg, Financial Services, Hedge Funds, Fixed Income, Equities, Alternative Investments
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2007
MBA
College of the Holy Cross 1996 — 2000
Columbia Threadneedle Investments, US December 2013 - Present
Columbia Management October 2007 - Present
Columbia Management October 2007 - July 2011
State Street Corporation/ Investors Bank and Trust May 2006 - October 2007
Brown Brothers Harriman 2000 - 2006
Skills
Mutual Funds, Bloomberg, Financial Services, Hedge Funds, Fixed Income, Equities, Alternative Investments
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2007
MBA
College of the Holy Cross 1996 — 2000
Sean Milnamow's Brown Brothers Harriman Experience March 2013 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman November 2010 - March 2013
Brown Brothers Harriman January 2007 - November 2010
Investor's Bank & Trust May 2006 - January 2007
Investor's Bank & Trust July 2004 - May 2006
BB&S July 2003 - March 2004
Education
Clarkson University 2002 — 2003
MBA, Business Administration
Saint Michael's College 1998 — 2002
Bachelor of Arts (B.A.)
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman November 2010 - March 2013
Brown Brothers Harriman January 2007 - November 2010
Investor's Bank & Trust May 2006 - January 2007
Investor's Bank & Trust July 2004 - May 2006
BB&S July 2003 - March 2004
Education
Clarkson University 2002 — 2003
MBA, Business Administration
Saint Michael's College 1998 — 2002
Bachelor of Arts (B.A.)
Noah Coons, CFA's Brown Brothers Harriman Experience 1996 - 1998
Job High Yield Trader at Eaton Vance Management
Industry Investment Management
Experience
Eaton Vance 2005 - Present
Brown Brothers Harriman 1996 - 1998
Education
Colgate University 1992 — 1996
Eaton Vance 2005 - Present
Brown Brothers Harriman 1996 - 1998
Education
Colgate University 1992 — 1996
Neil Janulewicz's Brown Brothers Harriman Experience August 1999 - August 2003
Job Attorney, Kaplan Law LLC
Industry Law Practice
Experience
Kaplan Law LLC (formerly Lewis & Kaplan LLP) January 2007 - Present
Law Office of Michael Laurano 2005 - 2006
Brown Brothers Harriman August 1999 - August 2003
Skills
Securities, Equities, Legal Research, Hedge Funds, Mediation, Arbitration, Appeals, Investments, Motions, Business Disputes, Real Estate Disputes, Commercial..., Zoning, Litigation, Litigation Strategy, Trials, Motion Practice, Legal Writing, Civil Litigation, Courts, Depositions, Pleadings, Commercial Litigation
Education
Suffolk University Law School 2003 — 2006
JD, Magne Cum Laude
College of the Holy Cross 1995 — 1999
BC High 1991 — 1995
Kaplan Law LLC (formerly Lewis & Kaplan LLP) January 2007 - Present
Law Office of Michael Laurano 2005 - 2006
Brown Brothers Harriman August 1999 - August 2003
Skills
Securities, Equities, Legal Research, Hedge Funds, Mediation, Arbitration, Appeals, Investments, Motions, Business Disputes, Real Estate Disputes, Commercial..., Zoning, Litigation, Litigation Strategy, Trials, Motion Practice, Legal Writing, Civil Litigation, Courts, Depositions, Pleadings, Commercial Litigation
Education
Suffolk University Law School 2003 — 2006
JD, Magne Cum Laude
College of the Holy Cross 1995 — 1999
BC High 1991 — 1995
Marc Cardillo, CFA's Brown Brothers Harriman Experience June 1992 - December 1995
Job Managing Director, Hard Assets Research at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates 2000 - Present
Gannett Welsh & Kotler December 1995 - March 2000
Brown Brothers Harriman June 1992 - December 1995
Skills
Private Equity, Due Diligence, Alternative Investments
Education
College of the Holy Cross 1988 — 1992
BA, Economics - Accounting
Cambridge Associates 2000 - Present
Gannett Welsh & Kotler December 1995 - March 2000
Brown Brothers Harriman June 1992 - December 1995
Skills
Private Equity, Due Diligence, Alternative Investments
Education
College of the Holy Cross 1988 — 1992
BA, Economics - Accounting
Jeff Clarke's Brown Brothers Harriman Experience June 2010 - Present
Job Senior Vice President BBH Capital Partners, Head of Investor Relations & Fund Marketing
Industry Investment Management
Experience
Brown Brothers Harriman June 2010 - Present
Brown Brothers Harriman July 2008 - June 2010
Brown Brothers Harriman March 2006 - July 2008
Brown Brothers Harriman March 2004 - March 2006
Brown Brothers Harriman September 2002 - March 2004
Brown Brothers Harriman November 2000 - September 2002
Brown Brothers Harriman June 2000 - November 2000
Episcopal High School June 1995 - June 2000
Episcopal High School June 1993 - June 1995
Skills
Alternative Investments, Relationship Management, Investor Relations, Private Equity, Fund Marketing, Fundraising, Co-Investment..., Global Investors, Family Office..., Commercial Lending, Corporate Pension Funds, Fund Of Funds, Foundations & Endowments, Business Development, Investment Management, Institutional Investors, Private Placements, Institutional..., Asset Management
Education
Colgate University 1989 — 1993
AB, English Literature
The Episcopal High School 1985 — 1989
Brown Brothers Harriman June 2010 - Present
Brown Brothers Harriman July 2008 - June 2010
Brown Brothers Harriman March 2006 - July 2008
Brown Brothers Harriman March 2004 - March 2006
Brown Brothers Harriman September 2002 - March 2004
Brown Brothers Harriman November 2000 - September 2002
Brown Brothers Harriman June 2000 - November 2000
Episcopal High School June 1995 - June 2000
Episcopal High School June 1993 - June 1995
Skills
Alternative Investments, Relationship Management, Investor Relations, Private Equity, Fund Marketing, Fundraising, Co-Investment..., Global Investors, Family Office..., Commercial Lending, Corporate Pension Funds, Fund Of Funds, Foundations & Endowments, Business Development, Investment Management, Institutional Investors, Private Placements, Institutional..., Asset Management
Education
Colgate University 1989 — 1993
AB, English Literature
The Episcopal High School 1985 — 1989
Scott Rissmiller's Brown Brothers Harriman Experience 2004 - 2005
Job Corporate Associate at Hogan Lovells
Industry Law Practice
Experience
Hogan Lovells October 2013 - Present
Hogan Lovells May 2012 - July 2012
PricewaterhouseCoopers 2007 - May 2012
SRA Touchstone Consulting Group 2005 - 2007
Office of Rep. James P. McGovern 2005 - 2005
Brown Brothers Harriman 2004 - 2005
Education
The Catholic University of America, Columbus School of Law 2009 — 2013
J.D., cum laude
College of the Holy Cross 2002 — 2004
B.A.
Wesleyan University 2000 — 2001
Hogan Lovells October 2013 - Present
Hogan Lovells May 2012 - July 2012
PricewaterhouseCoopers 2007 - May 2012
SRA Touchstone Consulting Group 2005 - 2007
Office of Rep. James P. McGovern 2005 - 2005
Brown Brothers Harriman 2004 - 2005
Education
The Catholic University of America, Columbus School of Law 2009 — 2013
J.D., cum laude
College of the Holy Cross 2002 — 2004
B.A.
Wesleyan University 2000 — 2001
Amanda Velluto's Brown Brothers Harriman Experience 2003 - 2005
Job Marketing & Client Service at Moody Aldrich Partners, LLC
Industry Investment Management
Experience
Moody Aldrich Partners, LLC May 2013 - Present
Tuckerbrook Alternative Investments February 2005 - May 2013
Brown Brothers Harriman 2003 - 2005
Education
College of the Holy Cross 1999 — 2003
B.A., Political Science and Economics
Moody Aldrich Partners, LLC May 2013 - Present
Tuckerbrook Alternative Investments February 2005 - May 2013
Brown Brothers Harriman 2003 - 2005
Education
College of the Holy Cross 1999 — 2003
B.A., Political Science and Economics
Brook Thomas's Brown Brothers Harriman Experience July 2010 - August 2015
Job Investor Relations at The CIM Group
Industry Real Estate
Experience
The CIM Group September 2015 - Present
Brown Brothers Harriman July 2010 - August 2015
Education
Colby College 2006 — 2010
BA Psychology, Business
Dartmouth College
Tuck Business Bridge Program
The Winsor School
The CIM Group September 2015 - Present
Brown Brothers Harriman July 2010 - August 2015
Education
Colby College 2006 — 2010
BA Psychology, Business
Dartmouth College
Tuck Business Bridge Program
The Winsor School
Brian Eckert's Brown Brothers Harriman Experience August 2002 - July 2004
Job Executive Director, Global Custody Product at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
JP Morgan June 2010 - January 2015
JP Morgan July 2004 - June 2010
Brown Brothers Harriman August 2002 - July 2004
Brown Brothers Harriman August 2000 - August 2002
Skills
Fixed Income, Global Custody, Prime Brokerage, Investment Management, Investments, Hedge Funds, Alternative Investments, Securities, Trading, Equities, Bloomberg, Derivatives, Capital Markets, Electronic Trading, Trading Systems, Bonds, Series 63, Series 7, Options, Mutual Funds
Education
College of the Holy Cross 1996 — 2000
BA, Psychology, Economics
J.P. Morgan January 2015 - Present
JP Morgan June 2010 - January 2015
JP Morgan July 2004 - June 2010
Brown Brothers Harriman August 2002 - July 2004
Brown Brothers Harriman August 2000 - August 2002
Skills
Fixed Income, Global Custody, Prime Brokerage, Investment Management, Investments, Hedge Funds, Alternative Investments, Securities, Trading, Equities, Bloomberg, Derivatives, Capital Markets, Electronic Trading, Trading Systems, Bonds, Series 63, Series 7, Options, Mutual Funds
Education
College of the Holy Cross 1996 — 2000
BA, Psychology, Economics
Laura Czarnecki's Brown Brothers Harriman Experience September 1994 - October 1996
Job Operations, Sales, Training, Leadership, Management
Industry Automotive
Experience
Elio Motors October 2008 - December 2014
The Joe Verde Group August 2005 - September 2008
FactSet Research Systems January 1998 - August 2005
Jefferies & Company October 1996 - March 1998
Brown Brothers Harriman September 1994 - October 1996
Skills
Negotiation, Strategic Planning, New Business Development, Sales Management, Team Building, Account Management, Customer Retention, Project Management, Marketing, Sales, Automotive, Business Development, Marketing Strategy, Leadership, Product Development, Public Relations, Marketing Communications, Social Media Marketing, Business Strategy, Customer Satisfaction, Public Speaking, Salesforce.com, Strategic Partnerships, Relationship Marketing, CRM, Training, Integrated Marketing, Strategy, Lead Generation, Competitive Analysis, Proposal Writing, Social Media, Coaching, Sales Process, Start-ups, Customer Service, Operations Management, Management, Event Management, Team Leadership, Event Planning, Process Improvement, Creative Problem Solving, Customer Acquisition, Sales Presentations, Change Management, Cross-functional Team..., B2B, Leadership Development, Employee Training
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), International Business
Thunderbird School of Global Management 2013 — 2015
Master of Science (MS), Global Management
The University of Oklahoma 2011 — 2013
Master of Arts (MA), Administrative Leadership, 4.0
College of the Holy Cross 1991 — 1994
Bachelors of Arts & Sciences, Political Science
New Canaan HS 1986 — 1990
Elio Motors October 2008 - December 2014
The Joe Verde Group August 2005 - September 2008
FactSet Research Systems January 1998 - August 2005
Jefferies & Company October 1996 - March 1998
Brown Brothers Harriman September 1994 - October 1996
Skills
Negotiation, Strategic Planning, New Business Development, Sales Management, Team Building, Account Management, Customer Retention, Project Management, Marketing, Sales, Automotive, Business Development, Marketing Strategy, Leadership, Product Development, Public Relations, Marketing Communications, Social Media Marketing, Business Strategy, Customer Satisfaction, Public Speaking, Salesforce.com, Strategic Partnerships, Relationship Marketing, CRM, Training, Integrated Marketing, Strategy, Lead Generation, Competitive Analysis, Proposal Writing, Social Media, Coaching, Sales Process, Start-ups, Customer Service, Operations Management, Management, Event Management, Team Leadership, Event Planning, Process Improvement, Creative Problem Solving, Customer Acquisition, Sales Presentations, Change Management, Cross-functional Team..., B2B, Leadership Development, Employee Training
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), International Business
Thunderbird School of Global Management 2013 — 2015
Master of Science (MS), Global Management
The University of Oklahoma 2011 — 2013
Master of Arts (MA), Administrative Leadership, 4.0
College of the Holy Cross 1991 — 1994
Bachelors of Arts & Sciences, Political Science
New Canaan HS 1986 — 1990
Elizabeth Seidel's Brown Brothers Harriman Experience January 2011 - Present
Job Managing Director, Global Product Head, Global Securities Lending at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2011 - Present
Brown Brothers Harriman 2002 - December 2010
Education
College of the Holy Cross 1986 — 1990
Brown Brothers Harriman January 2011 - Present
Brown Brothers Harriman 2002 - December 2010
Education
College of the Holy Cross 1986 — 1990
M. Caroline Carmichael's Brown Brothers Harriman Experience 1994 - 2007
Job Senior Vice President at State Street
Industry Financial Services
Experience
State Street 2007 - Present
Brown Brothers Harriman 1994 - 2007
Czech and Slovak American Enterprise Fund 1992 - 1994
Citibank 1988 - 1990
ABN Bank 1983 - 1988
Skills
Investments, Alternative Investments, Management, Fixed Income, Global Custody, Mutual Funds, Asset Management, Equities, Derivatives, Portfolio Management, Financial Services, Hedge Funds, Finance
Education
Clemson University
BS, Economics
ESADE Business & Law School
International Management Program
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
State Street 2007 - Present
Brown Brothers Harriman 1994 - 2007
Czech and Slovak American Enterprise Fund 1992 - 1994
Citibank 1988 - 1990
ABN Bank 1983 - 1988
Skills
Investments, Alternative Investments, Management, Fixed Income, Global Custody, Mutual Funds, Asset Management, Equities, Derivatives, Portfolio Management, Financial Services, Hedge Funds, Finance
Education
Clemson University
BS, Economics
ESADE Business & Law School
International Management Program
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
Jeffrey Hannan's Brown Brothers Harriman Experience July 1995 - 1997
Job Vice President, Advanced Specialist, Treasury Operations at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2003 - Present
SG Pacific Asset Management 1997 - 2003
Brown Brothers Harriman July 1995 - 1997
Education
College of the Holy Cross 1991 — 1995
Bachelor of Arts (B.A.), Economics
Goldman Sachs July 2003 - Present
SG Pacific Asset Management 1997 - 2003
Brown Brothers Harriman July 1995 - 1997
Education
College of the Holy Cross 1991 — 1995
Bachelor of Arts (B.A.), Economics
Elise Clark's Brown Brothers Harriman Experience September 2011 - Present
Job Policies, Training and Regulatory Developments at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2011 - Present
Babson Capital Management November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers 2007 - 2008
Deutsche Asset Management 2005 - 2007
CIBC 2002 - 2004
Simpson Thacher 1997 - 1999
Education
Fordham University School of Law 1999 — 2002
JD
Colgate University 1989 — 1993
The Bronxville School 1978 — 1989
Brown Brothers Harriman September 2011 - Present
Babson Capital Management November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers 2007 - 2008
Deutsche Asset Management 2005 - 2007
CIBC 2002 - 2004
Simpson Thacher 1997 - 1999
Education
Fordham University School of Law 1999 — 2002
JD
Colgate University 1989 — 1993
The Bronxville School 1978 — 1989
Mondrell T. Moore's Brown Brothers Harriman Experience 1998 - 2002
Job Senior Vice President at Herndon Capital Management, LLC
Industry Investment Management
Experience
Herndon Capital Management, LLC 2015 - Present
EARNEST Partners 2008 - 2015
SunTrust Robinson Humphrey 2006 - 2008
The Bank of New York 2004 - 2006
Brown Brothers Harriman 1998 - 2002
Skills
Fixed Income, Financial Modeling, Equities, Valuation, Asset Management, Business Strategy, Corporate Finance, Financial Analysis, Investments, Asset Allocation, Bloomberg, Investment Management, Portfolio Management, Securities, Business Development, Relationship Management, FactSet, Lipper, Client Relations, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship & Private Equity
University of Melbourne - Melbourne Business School 2004 — 2004
MBA - International Graduate Program - Australia
Clark Atlanta University 1994 — 1998
BA, Business Administration / Finance
Herndon Capital Management, LLC 2015 - Present
EARNEST Partners 2008 - 2015
SunTrust Robinson Humphrey 2006 - 2008
The Bank of New York 2004 - 2006
Brown Brothers Harriman 1998 - 2002
Skills
Fixed Income, Financial Modeling, Equities, Valuation, Asset Management, Business Strategy, Corporate Finance, Financial Analysis, Investments, Asset Allocation, Bloomberg, Investment Management, Portfolio Management, Securities, Business Development, Relationship Management, FactSet, Lipper, Client Relations, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship & Private Equity
University of Melbourne - Melbourne Business School 2004 — 2004
MBA - International Graduate Program - Australia
Clark Atlanta University 1994 — 1998
BA, Business Administration / Finance
Marybeth Leithead's Brown Brothers Harriman Experience 2003 - 2007
Job Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock 2010 - Present
Lord Abbett 2007 - 2009
Brown Brothers Harriman 2003 - 2007
DLJ/Credit Suisse 1989 - 2001
Skills
Fixed Income, Asset Allocation, Portfolio Management, Asset Management, Municipal, Insurance, Wealth Management, Institutional, Bonds, Equities, Municipalities, Investment Management, Mutual Funds, Asset Managment, Alternative Investments, Series 7, Investment Advisory, Investment Strategies, Hedge Funds, Financial Risk, Securities, Capital Markets, Investments, Risk Management, Bloomberg, Series 63
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
Finance
College of the Holy Cross 1980 — 1984
BA, English and Economics
BlackRock 2010 - Present
Lord Abbett 2007 - 2009
Brown Brothers Harriman 2003 - 2007
DLJ/Credit Suisse 1989 - 2001
Skills
Fixed Income, Asset Allocation, Portfolio Management, Asset Management, Municipal, Insurance, Wealth Management, Institutional, Bonds, Equities, Municipalities, Investment Management, Mutual Funds, Asset Managment, Alternative Investments, Series 7, Investment Advisory, Investment Strategies, Hedge Funds, Financial Risk, Securities, Capital Markets, Investments, Risk Management, Bloomberg, Series 63
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
Finance
College of the Holy Cross 1980 — 1984
BA, English and Economics
Matt Werry's Brown Brothers Harriman Experience June 2008 - Present
Job Associate Investor Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2008 - Present
Skills
Management, Financial Analysis, Financial Services, Investments, Securities, PowerPoint, Portfolio Management, Microsoft Excel, Fixed Income, Equities
Education
College of the Holy Cross 2004 — 2008
Economics
Brown Brothers Harriman June 2008 - Present
Skills
Management, Financial Analysis, Financial Services, Investments, Securities, PowerPoint, Portfolio Management, Microsoft Excel, Fixed Income, Equities
Education
College of the Holy Cross 2004 — 2008
Economics
Jeremiah Minihan's Brown Brothers Harriman Experience April 2000 - April 2015
Job Retired Senior Analyst
Industry Banking
Experience
Brown Brothers Harriman April 2000 - April 2015
Liberty Mutual Insurance 1977 - 1999
Education
University of Virginia 1972 — 1974
Master's degree, English
College of the Holy Cross 1966 — 1970
BA, English
Brown Brothers Harriman April 2000 - April 2015
Liberty Mutual Insurance 1977 - 1999
Education
University of Virginia 1972 — 1974
Master's degree, English
College of the Holy Cross 1966 — 1970
BA, English
James P (Jay) McNamara's Brown Brothers Harriman Experience June 1997 - May 2002
Job at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. May 2002 - Present
Brown Brothers Harriman June 1997 - May 2002
Skills
Asset Management, Investments, Management, Relationship Management, Equities, Fixed Income, Hedge Funds, Team Building, Alternative Investments, Sales, Capital Markets, Derivatives
Education
College of the Holy Cross 1993 — 1997
Economics & Political Science
MSCI Inc. May 2002 - Present
Brown Brothers Harriman June 1997 - May 2002
Skills
Asset Management, Investments, Management, Relationship Management, Equities, Fixed Income, Hedge Funds, Team Building, Alternative Investments, Sales, Capital Markets, Derivatives
Education
College of the Holy Cross 1993 — 1997
Economics & Political Science
Jed Hall's Brown Brothers Harriman Experience June 1993 - August 2015
Job Senior Banker and Boston Market Leader at KeyBank
Industry Banking
Experience
KeyBank September 2015 - Present
Brown Brothers Harriman June 1993 - August 2015
The Bank of New York July 1983 - May 1993
Skills
Mergers & Acquisitions, Strategic Planning, Financial Analysis, Due Diligence, Financial Modeling, Investments, Private Equity, Portfolio Management, Equities, Finance, Alternative Investments, Venture Capital, Valuation, Corporate Finance, Fixed Income, Hedge Funds, Series 7, Asset Management, Securities, Capital Markets, Derivatives, Financial Services, Business Strategy, Investment Banking, Business Development, Entrepreneurship
Education
University of Virginia Darden School of Business 2009 — 2009
Leadership for Extraordinary Performance
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Colgate University 1979 — 1983
AB, Philosophy
Ridgefield High School 1976 — 1979
KeyBank September 2015 - Present
Brown Brothers Harriman June 1993 - August 2015
The Bank of New York July 1983 - May 1993
Skills
Mergers & Acquisitions, Strategic Planning, Financial Analysis, Due Diligence, Financial Modeling, Investments, Private Equity, Portfolio Management, Equities, Finance, Alternative Investments, Venture Capital, Valuation, Corporate Finance, Fixed Income, Hedge Funds, Series 7, Asset Management, Securities, Capital Markets, Derivatives, Financial Services, Business Strategy, Investment Banking, Business Development, Entrepreneurship
Education
University of Virginia Darden School of Business 2009 — 2009
Leadership for Extraordinary Performance
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Colgate University 1979 — 1983
AB, Philosophy
Ridgefield High School 1976 — 1979
Jim Bernat's Brown Brothers Harriman Experience May 2007 - Present
Job Vice President, Brown Brothers Harriman & Co.
Industry Accounting
Experience
Brown Brothers Harriman May 2007 - Present
State Street 2002 - 2007
Education
College of the Holy Cross
BA, Mathematics
Brown Brothers Harriman May 2007 - Present
State Street 2002 - 2007
Education
College of the Holy Cross
BA, Mathematics
Charles Flynn's Brown Brothers Harriman Experience August 2011 - December 2012
Job Master of Public Policy Candidate Georgetown University
Industry Commercial Real Estate
Experience
JLL June 2014 - July 2015
JLL January 2013 - June 2014
Brown Brothers Harriman August 2011 - December 2012
Office of Congresswoman Niki Tsongas January 2010 - May 2010
Skills
Microsoft Excel, PowerPoint, Research, Bloomberg, Securities, Microsoft Office, Microsoft Word, Public Speaking
Education
The McCourt School of Public Policy at Georgetown University 2015 — 2017
Master of Public Policy (MPP)
College of the Holy Cross 2007 — 2011
Bachelor of Arts, History
Weston High School 2003 — 2007
JLL June 2014 - July 2015
JLL January 2013 - June 2014
Brown Brothers Harriman August 2011 - December 2012
Office of Congresswoman Niki Tsongas January 2010 - May 2010
Skills
Microsoft Excel, PowerPoint, Research, Bloomberg, Securities, Microsoft Office, Microsoft Word, Public Speaking
Education
The McCourt School of Public Policy at Georgetown University 2015 — 2017
Master of Public Policy (MPP)
College of the Holy Cross 2007 — 2011
Bachelor of Arts, History
Weston High School 2003 — 2007
Tony Appiah, CFA's Brown Brothers Harriman Experience May 2011 - August 2015
Job Director at UBS Wealth Management Americas
Industry Investment Management
Experience
UBS Wealth Management September 2015 - Present
Brown Brothers Harriman May 2011 - August 2015
Clearbrook Investment Consulting August 2006 - April 2011
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Management, Financial Modeling, Fixed Income, Private Equity, Portfolio Management, Asset Allocation
Education
Colgate University 2002 — 2006
BA, Mathematical Economics, Applied Mathematics
UBS Wealth Management September 2015 - Present
Brown Brothers Harriman May 2011 - August 2015
Clearbrook Investment Consulting August 2006 - April 2011
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Management, Financial Modeling, Fixed Income, Private Equity, Portfolio Management, Asset Allocation
Education
Colgate University 2002 — 2006
BA, Mathematical Economics, Applied Mathematics
Nancy Nordquist's Brown Brothers Harriman Experience January 1995 - April 1996
Job Consultant/Change Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2012 - Present
Bank of America June 2010 - January 2012
RBS Citizens Bank, NA September 2008 - May 2009
Fidelity Investments September 1998 - July 2007
State Street Bank June 1997 - July 1998
Fidelity Investments April 1996 - June 1997
Brown Brothers Harriman January 1995 - April 1996
The Shareholders Services Group (TSSG) / First Data 1992 - 1994
Fleet Bank 1981 - 1992
Skills
Risk Management, Process Improvement, Financial Risk
Education
Clark University 1994 — 1995
Certificate, Client Server
University of Rhode Island 1968 — 1990
BA, Economics and Business
Bank of America September 2012 - Present
Bank of America June 2010 - January 2012
RBS Citizens Bank, NA September 2008 - May 2009
Fidelity Investments September 1998 - July 2007
State Street Bank June 1997 - July 1998
Fidelity Investments April 1996 - June 1997
Brown Brothers Harriman January 1995 - April 1996
The Shareholders Services Group (TSSG) / First Data 1992 - 1994
Fleet Bank 1981 - 1992
Skills
Risk Management, Process Improvement, Financial Risk
Education
Clark University 1994 — 1995
Certificate, Client Server
University of Rhode Island 1968 — 1990
BA, Economics and Business
Logan King's Brown Brothers Harriman Experience December 2009 - March 2012
Job MBA Candidate, UNC KenanFlagler Business School
Industry Real Estate
Experience
643 Capital Management July 2012 - June 2015
Brown Brothers Harriman December 2009 - March 2012
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (MBA)
Colby College 2005 — 2009
B.A., History
643 Capital Management July 2012 - June 2015
Brown Brothers Harriman December 2009 - March 2012
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (MBA)
Colby College 2005 — 2009
B.A., History
Tom Oppedisano's Brown Brothers Harriman Experience September 2013 - Present
Job Fund Accounting Supervisor at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman June 2010 - September 2013
Silver Bridge Advisors July 2008 - September 2009
Skills
Excel, Word, Bloomberg, Reconciling, PowerPoint, Bank Reconciliation, Microsoft Word, Microsoft Excel, Investments, Securities
Education
Suffolk University - Sawyer School of Management 2009 — 2011
Masters of Science in Finance
Colgate University 2004 — 2008
BA, Religious Studies
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman June 2010 - September 2013
Silver Bridge Advisors July 2008 - September 2009
Skills
Excel, Word, Bloomberg, Reconciling, PowerPoint, Bank Reconciliation, Microsoft Word, Microsoft Excel, Investments, Securities
Education
Suffolk University - Sawyer School of Management 2009 — 2011
Masters of Science in Finance
Colgate University 2004 — 2008
BA, Religious Studies
Timothy Low's Brown Brothers Harriman Experience May 2008 - August 2008
Job Senior Analyst at Graham Capital Management
Industry Financial Services
Experience
Graham Capital Management July 2010 - Present
Brown Brothers Harriman May 2008 - August 2008
New York Mercantile Exchange June 2006 - August 2006
New York Mercantile Exchange June 2005 - August 2005
Skills
Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Equities, Derivatives, Options, Microsoft Excel, Microsoft Office, Investments
Education
College of the Holy Cross 2005 — 2009
BA, Economics/Accounting
Bergen Catholic 2001 — 2005
Graham Capital Management July 2010 - Present
Brown Brothers Harriman May 2008 - August 2008
New York Mercantile Exchange June 2006 - August 2006
New York Mercantile Exchange June 2005 - August 2005
Skills
Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Equities, Derivatives, Options, Microsoft Excel, Microsoft Office, Investments
Education
College of the Holy Cross 2005 — 2009
BA, Economics/Accounting
Bergen Catholic 2001 — 2005
Jean Kentfield's Brown Brothers Harriman Experience November 1995 - December 1997
Job
Industry Computer Software
Experience
DST Technologies June 2007 - November 2009
DST Technologies December 1997 - June 2007
Brown Brothers Harriman November 1995 - December 1997
Education
Clark University
Certificate, Client/Server and Web Development
University of Massachusetts, Amherst
Bachelors of Science, Education
DST Technologies June 2007 - November 2009
DST Technologies December 1997 - June 2007
Brown Brothers Harriman November 1995 - December 1997
Education
Clark University
Certificate, Client/Server and Web Development
University of Massachusetts, Amherst
Bachelors of Science, Education
Craig Bunker's Brown Brothers Harriman Experience March 2015 - Present
Job Treasury Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Boston Cannons March 2013 - Present
Harvard University September 2013 - December 2013
Brown Brothers Harriman June 2010 - August 2010
Sports Acceleration North, Inc. June 2005 - August 2009
Skills
Microsoft Office, Global Custody, Corporate Actions, Statistics
Education
Colby College 2007 — 2011
BA, Economics with a Concentration in Financial Markets
Brown Brothers Harriman March 2015 - Present
Boston Cannons March 2013 - Present
Harvard University September 2013 - December 2013
Brown Brothers Harriman June 2010 - August 2010
Sports Acceleration North, Inc. June 2005 - August 2009
Skills
Microsoft Office, Global Custody, Corporate Actions, Statistics
Education
Colby College 2007 — 2011
BA, Economics with a Concentration in Financial Markets
Michael Spinney's Brown Brothers Harriman Experience March 2005 - May 2006
Job Operations Analyst at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management June 2006 - Present
Brown Brothers Harriman March 2005 - May 2006
Brown Brothers Harriman July 2004 - February 2005
State Street June 2002 - June 2004
State Street June 2001 - June 2002
Education
Colby-Sawyer College 1996 — 2000
B.A., Exercise and Sports Sciences with a concentration in Sports Management and a Minor in Business
Pinkerton Academy 1990 — 2000
Acadian Asset Management June 2006 - Present
Brown Brothers Harriman March 2005 - May 2006
Brown Brothers Harriman July 2004 - February 2005
State Street June 2002 - June 2004
State Street June 2001 - June 2002
Education
Colby-Sawyer College 1996 — 2000
B.A., Exercise and Sports Sciences with a concentration in Sports Management and a Minor in Business
Pinkerton Academy 1990 — 2000
Michael Houllahan's Brown Brothers Harriman Experience October 2004 - September 2014
Job Senior Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
Brown Brothers Harriman October 2004 - September 2014
Bank of America 1996 - 2004
BayBank June 1994 - April 1996
Education
College of the Holy Cross 1990 — 1994
JPMorgan Chase & Co. September 2014 - Present
Brown Brothers Harriman October 2004 - September 2014
Bank of America 1996 - 2004
BayBank June 1994 - April 1996
Education
College of the Holy Cross 1990 — 1994
Jeffrey Rock's Brown Brothers Harriman Experience October 2011 - December 2012
Job Student at Clark University
Industry
Experience
Brown Brothers Harriman October 2011 - December 2012
Liberty Mutual May 2010 - August 2010
Liberty Mutual May 2009 - August 2009
Shaw's Supermarkets June 2003 - June 2009
Education
Clark University 2010 — 2011
MBA, Finance
Clark University 2006 — 2010
BA, Management, Economics
Brown Brothers Harriman October 2011 - December 2012
Liberty Mutual May 2010 - August 2010
Liberty Mutual May 2009 - August 2009
Shaw's Supermarkets June 2003 - June 2009
Education
Clark University 2010 — 2011
MBA, Finance
Clark University 2006 — 2010
BA, Management, Economics
Jeffrey Price's Brown Brothers Harriman Experience January 2013 - Present
Job Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman January 2013 - Present
Angelo, Gordon & Co. February 2008 - October 2012
Rothschild July 2006 - January 2008
Skills
Private Equity, Hedge Funds, Valuation, Financial Modeling, Bloomberg, Investment Banking, Equities, Alternative Investments, Due Diligence, Capital Markets, Fixed Income, Asset Management, Investments, Corporate Finance, Mergers & Acquisitions, Securities, Investment Management
Education
Colgate University 2002 — 2006
BA, International Relations
Brown Brothers Harriman January 2013 - Present
Angelo, Gordon & Co. February 2008 - October 2012
Rothschild July 2006 - January 2008
Skills
Private Equity, Hedge Funds, Valuation, Financial Modeling, Bloomberg, Investment Banking, Equities, Alternative Investments, Due Diligence, Capital Markets, Fixed Income, Asset Management, Investments, Corporate Finance, Mergers & Acquisitions, Securities, Investment Management
Education
Colgate University 2002 — 2006
BA, International Relations
Ryan Driscoll's Brown Brothers Harriman Experience December 2010 - March 2013
Job Analyst at Mosaic Research Management, LLC
Industry Financial Services
Experience
Mosaic Research Management, LLC March 2013 - Present
Brown Brothers Harriman December 2010 - March 2013
Massachusetts Convention Center Authority June 2009 - August 2009
Skills
Investments, Risk Management, Financial Analysis, Economics, Analysis
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Economics
Thayer Academy 2002 — 2006
Mosaic Research Management, LLC March 2013 - Present
Brown Brothers Harriman December 2010 - March 2013
Massachusetts Convention Center Authority June 2009 - August 2009
Skills
Investments, Risk Management, Financial Analysis, Economics, Analysis
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Economics
Thayer Academy 2002 — 2006
Caroline Zwahlen's Brown Brothers Harriman Experience June 2012 - October 2013
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2015 - Present
Morgan Stanley Wealth Management October 2013 - Present
Boys and Girls Clubs of America October 2012 - Present
Brown Brothers Harriman June 2012 - October 2013
Brown Brothers Harriman June 2011 - August 2011
Health Plan One May 2010 - August 2010
Skills
Equities, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Event Planning, Financial Analysis
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
University College Cork 2010 — 2011
Sacred Heart Academy 2004 — 2008
Morgan Stanley Wealth Management March 2015 - Present
Morgan Stanley Wealth Management October 2013 - Present
Boys and Girls Clubs of America October 2012 - Present
Brown Brothers Harriman June 2012 - October 2013
Brown Brothers Harriman June 2011 - August 2011
Health Plan One May 2010 - August 2010
Skills
Equities, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Event Planning, Financial Analysis
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
University College Cork 2010 — 2011
Sacred Heart Academy 2004 — 2008
James Laussen's Brown Brothers Harriman Experience November 2013 - September 2014
Job Investment Tax Analyst Senior at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman November 2013 - September 2014
Brown Brothers Harriman December 2012 - November 2013
Target July 2011 - August 2011
Children's Hospital Boston May 2009 - August 2009
Rec Place Afterschool Program September 2004 - June 2008
Boston Children's Hospital July 2007 - August 2007
Boston Children's Hospital July 2006 - August 2006
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.)
Brown Brothers Harriman November 2013 - September 2014
Brown Brothers Harriman December 2012 - November 2013
Target July 2011 - August 2011
Children's Hospital Boston May 2009 - August 2009
Rec Place Afterschool Program September 2004 - June 2008
Boston Children's Hospital July 2007 - August 2007
Boston Children's Hospital July 2006 - August 2006
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.)
Gus Wilmerding's Brown Brothers Harriman Experience 1992 - 1995
Job Managing Director / Portfolio Manager
Industry Investment Management
Experience
Williams, Jones & Associates February 2013 - Present
Estabrook Capital Management LLC June 1995 - January 2013
Brown Brothers Harriman 1992 - 1995
Education
Columbia Business School 1992 — 1993
MBA, Finance
Colby College 1982 — 1986
BA, American Studies
Williams, Jones & Associates February 2013 - Present
Estabrook Capital Management LLC June 1995 - January 2013
Brown Brothers Harriman 1992 - 1995
Education
Columbia Business School 1992 — 1993
MBA, Finance
Colby College 1982 — 1986
BA, American Studies
Jonathan Mack's Brown Brothers Harriman Experience
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Fixed Income, Derivatives, Investments, Hedge Funds, Bloomberg, Mutual Funds, Equities, Securities, Asset Management, Financial Services
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts, Mathematics
Brown Brothers Harriman
Skills
Fixed Income, Derivatives, Investments, Hedge Funds, Bloomberg, Mutual Funds, Equities, Securities, Asset Management, Financial Services
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts, Mathematics
Henry Gus Wilmerding's Brown Brothers Harriman Experience June 1992 - June 1995
Job Managing Director / Portfolio Manager
Industry Investment Management
Experience
Williams, Jones & Associates February 2013 - Present
Estabrook Capital Management LLC June 1995 - January 2013
Brown Brothers Harriman June 1992 - June 1995
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Equity Research, Investments, Portfolio Management, Investment Strategies, Capital Markets, Asset Allocation, Valuation, Wealth Management, Investment Advisory, Equity Trading, Trading, Bloomberg, Bonds, Commodity
Education
Columbia Business School 1991 — 1992
MBA, Finance
Colby College 1982 — 1986
Bachelor of Arts (BA), American Studies
Williams, Jones & Associates February 2013 - Present
Estabrook Capital Management LLC June 1995 - January 2013
Brown Brothers Harriman June 1992 - June 1995
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Equity Research, Investments, Portfolio Management, Investment Strategies, Capital Markets, Asset Allocation, Valuation, Wealth Management, Investment Advisory, Equity Trading, Trading, Bloomberg, Bonds, Commodity
Education
Columbia Business School 1991 — 1992
MBA, Finance
Colby College 1982 — 1986
Bachelor of Arts (BA), American Studies
Willam Thiel's Brown Brothers Harriman Experience June 2002 - November 2007
Job Managing Partner at Union Capital Partners
Industry Investment Management
Experience
Union Capital Partners October 2010 - Present
Spencer Clarke January 2008 - June 2010
Brown Brothers Harriman June 2002 - November 2007
Greenbrier Capital July 2000 - March 2002
GS Ventures August 1999 - June 2000
Goldman Sachs June 1996 - May 1998
Education
NYU Stern School of Business 1999 — 2001
MBA
College of the Holy Cross 1992 — 1996
BA, History
Union Capital Partners October 2010 - Present
Spencer Clarke January 2008 - June 2010
Brown Brothers Harriman June 2002 - November 2007
Greenbrier Capital July 2000 - March 2002
GS Ventures August 1999 - June 2000
Goldman Sachs June 1996 - May 1998
Education
NYU Stern School of Business 1999 — 2001
MBA
College of the Holy Cross 1992 — 1996
BA, History
Christine Sweeney's Brown Brothers Harriman Experience November 2006 - November 2008
Job English Teacher at Cristo Rey Boston High School
Industry Education Management
Experience
Cristo Rey Boston High School September 2011 - Present
The Achievement Network November 2009 - January 2011
Brown Brothers Harriman November 2006 - November 2008
Skills
Teaching, Curriculum Design, Tutoring, Lesson Planning, Educational Leadership, Classroom Management, Classroom, Curriculum Development, Higher Education, Non-profits, Public Speaking, Program Development, Community Outreach, Educational Technology
Education
College of the Holy Cross
Bachelor of Arts (B.A.), English Language and Literature, General
University of Massachusetts Boston
Master's degree, English/Language Arts Teacher Education
Cristo Rey Boston High School September 2011 - Present
The Achievement Network November 2009 - January 2011
Brown Brothers Harriman November 2006 - November 2008
Skills
Teaching, Curriculum Design, Tutoring, Lesson Planning, Educational Leadership, Classroom Management, Classroom, Curriculum Development, Higher Education, Non-profits, Public Speaking, Program Development, Community Outreach, Educational Technology
Education
College of the Holy Cross
Bachelor of Arts (B.A.), English Language and Literature, General
University of Massachusetts Boston
Master's degree, English/Language Arts Teacher Education
Ryan McDermott Welch's Brown Brothers Harriman Experience September 2012 - December 2013
Job QA Analyst at Eze Software Group
Industry Financial Services
Experience
Eze Software Group February 2014 - Present
Brown Brothers Harriman September 2012 - December 2013
Advanced Diagnostics June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Eze Software Group February 2014 - Present
Brown Brothers Harriman September 2012 - December 2013
Advanced Diagnostics June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Eric Lamlein's Brown Brothers Harriman Experience August 2008 - January 2012
Job Program Manager at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
ELA, LLC January 2012 - Present
State Street September 2014 - April 2015
State Street Bank January 2013 - September 2014
State Street Bank August 2012 - December 2012
Brown Brothers Harriman August 2008 - January 2012
Investment Technology Group, Inc. 2005 - 2008
DST Global Solutions 2000 - 2005
Skills
Microsoft Office, PowerPoint, Microsoft SQL Server, MS Project, Data Warehousing, Data Analysis, Databases, Oracle SQL, Software Installation, Software Project..., End User Training, User Interface Design, SDLC, Software Development, Agile Methodologies, Management, Business Analysis, Project Management, Mutual Funds, Trading Systems, Trade Compliance, Fund Accounting, Fund Administration, Financial Services, Equities, Requirements Analysis, Cloud Computing, Requirements Gathering, Visio, Vendor Management, Back Office, Business Requirements, Trading, Market Data, Risk Management, Software Implementation, Vendor Relationship...
Education
Bridgewater State University
Bachelor of Science in Business Administration
Clark University
Microsoft Certified Systems Engineer Program, Microsoft networking
State Street May 2015 - Present
ELA, LLC January 2012 - Present
State Street September 2014 - April 2015
State Street Bank January 2013 - September 2014
State Street Bank August 2012 - December 2012
Brown Brothers Harriman August 2008 - January 2012
Investment Technology Group, Inc. 2005 - 2008
DST Global Solutions 2000 - 2005
Skills
Microsoft Office, PowerPoint, Microsoft SQL Server, MS Project, Data Warehousing, Data Analysis, Databases, Oracle SQL, Software Installation, Software Project..., End User Training, User Interface Design, SDLC, Software Development, Agile Methodologies, Management, Business Analysis, Project Management, Mutual Funds, Trading Systems, Trade Compliance, Fund Accounting, Fund Administration, Financial Services, Equities, Requirements Analysis, Cloud Computing, Requirements Gathering, Visio, Vendor Management, Back Office, Business Requirements, Trading, Market Data, Risk Management, Software Implementation, Vendor Relationship...
Education
Bridgewater State University
Bachelor of Science in Business Administration
Clark University
Microsoft Certified Systems Engineer Program, Microsoft networking
JP Paquin's Brown Brothers Harriman Experience 1996 - Present
Job CoManager & Principal at BBH Capital Partners
Industry Investment Management
Experience
BBH Capital Partners June 1996 - Present
Brown Brothers Harriman 1996 - Present
Skills
Private Equity, Alternative Investments, Corporate Finance, Mergers, Capital Markets, Investments, Asset Managment, Business Strategy
Education
Wharton School, University of Pennsylvania 2000 — 2002
Master of Business Administration (MBA)
Colgate University 1992 — 1996
Bachelor of Arts (BA), Economics
BBH Capital Partners June 1996 - Present
Brown Brothers Harriman 1996 - Present
Skills
Private Equity, Alternative Investments, Corporate Finance, Mergers, Capital Markets, Investments, Asset Managment, Business Strategy
Education
Wharton School, University of Pennsylvania 2000 — 2002
Master of Business Administration (MBA)
Colgate University 1992 — 1996
Bachelor of Arts (BA), Economics
Henry Hong, CFA's Brown Brothers Harriman Experience 1998 - 2006
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance February 2006 - Present
Brown Brothers Harriman 1998 - 2006
Education
Colgate University
B.S., Physical Sciences
Dalton School
High School
Suffolk University - Sawyer School of Management
Master of Science (M.S.), Accounting
Eaton Vance February 2006 - Present
Brown Brothers Harriman 1998 - 2006
Education
Colgate University
B.S., Physical Sciences
Dalton School
High School
Suffolk University - Sawyer School of Management
Master of Science (M.S.), Accounting
Rebecca Payson's Brown Brothers Harriman Experience December 2014 - Present
Job Assistant Vice President, Client Service Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman September 2012 - December 2014
Brown Brothers Harriman September 2010 - September 2012
Brown Brothers Harriman August 2008 - September 2010
Brown Brothers Harriman June 2007 - September 2008
Skills
Microsoft Excel, Customer Service, Microsoft Word, Financial Analysis, PowerPoint, Banking, Risk Management, Business Analysis, Process Improvement, Financial Services, Accounting
Education
Colby-Sawyer College 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman September 2012 - December 2014
Brown Brothers Harriman September 2010 - September 2012
Brown Brothers Harriman August 2008 - September 2010
Brown Brothers Harriman June 2007 - September 2008
Skills
Microsoft Excel, Customer Service, Microsoft Word, Financial Analysis, PowerPoint, Banking, Risk Management, Business Analysis, Process Improvement, Financial Services, Accounting
Education
Colby-Sawyer College 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Laura Rigazio's Brown Brothers Harriman Experience 1993 - 1998
Job Controller Market Services at EMD Millipore
Industry Pharmaceuticals
Experience
EMD Millipore January 2014 - Present
EMD Millipore January 2011 - January 2014
Millipore January 2009 - December 2010
Millipore April 2007 - December 2008
M/A-COM, Inc. March 2005 - April 2007
MFS Investment Management March 1998 - March 2005
HLM Management 1996 - 1998
Brown Brothers Harriman 1993 - 1998
Skills
Business Partner Support, Financial Modeling, Financial Analysis, Cross Functional..., Change Management, Cross-functional Team..., Analysis, Biotechnology, Finance, Financial Reporting, Life Sciences, Portfolio Management, Process Improvement, Strategic Planning
Education
College of the Holy Cross
Bachelor of Arts
EMD Millipore January 2014 - Present
EMD Millipore January 2011 - January 2014
Millipore January 2009 - December 2010
Millipore April 2007 - December 2008
M/A-COM, Inc. March 2005 - April 2007
MFS Investment Management March 1998 - March 2005
HLM Management 1996 - 1998
Brown Brothers Harriman 1993 - 1998
Skills
Business Partner Support, Financial Modeling, Financial Analysis, Cross Functional..., Change Management, Cross-functional Team..., Analysis, Biotechnology, Finance, Financial Reporting, Life Sciences, Portfolio Management, Process Improvement, Strategic Planning
Education
College of the Holy Cross
Bachelor of Arts
Christopher Frawley's Brown Brothers Harriman Experience October 2012 - August 2013
Job Senior Associate at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
Brown Brothers Harriman October 2012 - August 2013
Brown Brothers Harriman October 2009 - October 2012
Brown Brothers Harriman October 2007 - October 2009
Brown Brothers Harriman September 2006 - October 2007
Skills
Corporate Actions, Global Custody, Securities, Equities, Bloomberg, Financial Services, Settlement, Microsoft Office, Process Improvement, Bloomberg Terminal, Team Building, Time Management, Middle Office, Fund Administration, Back Office, Operational Risk..., Training, Performance Management, Team Management, Client Services, Account Management, Account Reconciliation, Management, Customer Service, Leadership, Data Analysis, Mutual Funds, Financial Analysis, Microsoft Excel, Asset Management, Fixed Income, Investments, PowerPoint, Analysis, Risk Management, User Acceptance Testing, Project Management, Project Coordination, Project Planning, Customer Relations, Relationship Management, Due Diligence
Education
Clemson University 2002 — 2006
Bachelor of Arts (B.A.), History
Clemson University
Bachelor of Arts (B.A.), History
JPMorgan Chase August 2013 - Present
Brown Brothers Harriman October 2012 - August 2013
Brown Brothers Harriman October 2009 - October 2012
Brown Brothers Harriman October 2007 - October 2009
Brown Brothers Harriman September 2006 - October 2007
Skills
Corporate Actions, Global Custody, Securities, Equities, Bloomberg, Financial Services, Settlement, Microsoft Office, Process Improvement, Bloomberg Terminal, Team Building, Time Management, Middle Office, Fund Administration, Back Office, Operational Risk..., Training, Performance Management, Team Management, Client Services, Account Management, Account Reconciliation, Management, Customer Service, Leadership, Data Analysis, Mutual Funds, Financial Analysis, Microsoft Excel, Asset Management, Fixed Income, Investments, PowerPoint, Analysis, Risk Management, User Acceptance Testing, Project Management, Project Coordination, Project Planning, Customer Relations, Relationship Management, Due Diligence
Education
Clemson University 2002 — 2006
Bachelor of Arts (B.A.), History
Clemson University
Bachelor of Arts (B.A.), History
Ben Browne's Brown Brothers Harriman Experience November 2014 - Present
Job Senior Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2014 - Present
Brown Brothers Harriman May 2014 - October 2014
Brown Brothers Harriman October 2013 - April 2014
Education
Colby College 2008 — 2013
Bachelor of Arts (BA), Economics-Mathematics
Brown Brothers Harriman November 2014 - Present
Brown Brothers Harriman May 2014 - October 2014
Brown Brothers Harriman October 2013 - April 2014
Education
Colby College 2008 — 2013
Bachelor of Arts (BA), Economics-Mathematics
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation