Brown Brothers Harriman & Co.
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, NY Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, NY Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
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Brown Brothers Harriman & Co. Employees
Employee
Years
Job
Industry
Beatriz Buendia Beatriz Buendia's Brown Brothers Harriman & Co. Experience September 2000 - October 2003
Job Savvy professional with extensive experience in Management, Custody, Support, Public Relations, Comms & Events
Industry Public Relations and Communications
Experience
SWIFT January 2010 - Present
SWIFT January 2008 - December 2009
Misys, GMS November 2004 - December 2007
Wachovia Bank N.A. October 2003 - November 2004
Brown Brothers Harriman & Co. September 2000 - October 2003
Skills
Management, Leadership, Banking, Training, Marketing Communications, Marketing, Financial Services, Negotiation, Event Management, Sales, Public Relations, Spanish, Risk Management, SWIFT payments, Equities, Business Analysis, Project Management, Change Management, Business Strategy, Program Management, Payments, Product Management, Team Leadership, Back Office, Corporate Events, Event Planning, Team Management, Management Consulting, Consulting, Business Development, Strategy, Executive Management, CRM, Analysis, Trading, Financial Markets, Social Media, Digital Marketing, Social Media Marketing, Marketing Strategy, Business Planning, Strategic Partnerships, Finance, Capital Markets, Corporate Actions, Media Relations, Training Management, SWIFT Payments
Education
Rutgers University-New Brunswick 1993 — 1998
Bachelors, Sociology, Communications, Criminology
Universidad Antonio de Nebrija 1993 — 1993
Union Catholic
SWIFT January 2010 - Present
SWIFT January 2008 - December 2009
Misys, GMS November 2004 - December 2007
Wachovia Bank N.A. October 2003 - November 2004
Brown Brothers Harriman & Co. September 2000 - October 2003
Skills
Management, Leadership, Banking, Training, Marketing Communications, Marketing, Financial Services, Negotiation, Event Management, Sales, Public Relations, Spanish, Risk Management, SWIFT payments, Equities, Business Analysis, Project Management, Change Management, Business Strategy, Program Management, Payments, Product Management, Team Leadership, Back Office, Corporate Events, Event Planning, Team Management, Management Consulting, Consulting, Business Development, Strategy, Executive Management, CRM, Analysis, Trading, Financial Markets, Social Media, Digital Marketing, Social Media Marketing, Marketing Strategy, Business Planning, Strategic Partnerships, Finance, Capital Markets, Corporate Actions, Media Relations, Training Management, SWIFT Payments
Education
Rutgers University-New Brunswick 1993 — 1998
Bachelors, Sociology, Communications, Criminology
Universidad Antonio de Nebrija 1993 — 1993
Union Catholic
Eva Gaiardelli Eva Gaiardelli's Brown Brothers Harriman & Co. Experience May 1997 - April 2010
Job Executive Assistant
Industry Executive Office
Experience
Brede Exposition Services / Casey & Hayes Inc. November 2012 - Present
Ready Set Style June 2011 - Present
Etcetera (Casuals Etcetera, Inc) August 2012 - October 2012
Brown Brothers Harriman & Co. May 1997 - April 2010
Talbots January 1993 - January 1997
Skills
Fashion, Social Media, Sales, Event Planning, Retail, Apparel, Trend Analysis, Brand Development, Marketing, Social Networking, Event Management, Management, Marketing Communications, Social Media Marketing, Customer Service, Leadership, Strategic Planning
Education
Northeastern University
Certificate, Professional Meeting Management
Marist College
Bachelor of Science, Communication Arts
Cazenovia College
Associate of Science, Fashion Merchandising
Brede Exposition Services / Casey & Hayes Inc. November 2012 - Present
Ready Set Style June 2011 - Present
Etcetera (Casuals Etcetera, Inc) August 2012 - October 2012
Brown Brothers Harriman & Co. May 1997 - April 2010
Talbots January 1993 - January 1997
Skills
Fashion, Social Media, Sales, Event Planning, Retail, Apparel, Trend Analysis, Brand Development, Marketing, Social Networking, Event Management, Management, Marketing Communications, Social Media Marketing, Customer Service, Leadership, Strategic Planning
Education
Northeastern University
Certificate, Professional Meeting Management
Marist College
Bachelor of Science, Communication Arts
Cazenovia College
Associate of Science, Fashion Merchandising
Carolyn Bianchi's Brown Brothers Harriman & Co. Experience 1995 - 2004
Job Style Consultant at J. Hilburn
Industry Apparel & Fashion
Experience
J. Hilburn April 2013 - Present
Brown Brothers Harriman & Co. 1995 - 2004
Skills
Sales, Personal Shopping, Social Media, Wardrobe, Marketing, Strategic Planning, Customer Service, Recruiting, Event Planning, Fashion, Social Media Marketing, Social Networking, Advertising, Entrepreneurship, Apparel, Styling, Textiles, Management, Marketing Strategy, Retail, Public Relations, Coaching, Merchandising, Marketing Communications
Education
Boston College, Carroll School of Management 1987 — 1991
Bachelor of Science, Marketing & Accounting
Hingham High School, Hingham, MA 1985 — 1987
Dunwoody High Schoo,l Dunwoody, GA 1982 — 1985
Boston College
J. Hilburn April 2013 - Present
Brown Brothers Harriman & Co. 1995 - 2004
Skills
Sales, Personal Shopping, Social Media, Wardrobe, Marketing, Strategic Planning, Customer Service, Recruiting, Event Planning, Fashion, Social Media Marketing, Social Networking, Advertising, Entrepreneurship, Apparel, Styling, Textiles, Management, Marketing Strategy, Retail, Public Relations, Coaching, Merchandising, Marketing Communications
Education
Boston College, Carroll School of Management 1987 — 1991
Bachelor of Science, Marketing & Accounting
Hingham High School, Hingham, MA 1985 — 1987
Dunwoody High Schoo,l Dunwoody, GA 1982 — 1985
Boston College
Thomas Kirkenmeier Thomas Kirkenmeier's Brown Brothers Harriman & Co. Experience July 1982 - July 1992
Job Senior Vice President at Northern Trust Company
Industry Banking
Experience
Northern Trust Company July 1992 - Present
Brown Brothers Harriman & Co. July 1982 - July 1992
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1980
Master of Business Administration (MBA), Accountancy
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
Bachelor of Science (BS), Finance, General
Northern Trust Company July 1992 - Present
Brown Brothers Harriman & Co. July 1982 - July 1992
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1980
Master of Business Administration (MBA), Accountancy
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
Bachelor of Science (BS), Finance, General
William Chamblin's Brown Brothers Harriman & Co. Experience August 2011 - September 2012
Job Senior Enterprise Business Development Associate at EnerNOC
Industry Renewables & Environment
Experience
EnerNOC June 2015 - Present
EnerNOC February 2013 - June 2015
Brown Brothers Harriman & Co. August 2011 - September 2012
Miller Investment Management May 2010 - August 2010
Skills
New Business Development, Microsoft Excel, PowerPoint, Demand Response, Energy Efficiency, Marketing Strategy, Energy Industry, Cleantech, Lead Generation, Contract Negotiation, Sustainability, Sales, CRM, Mutual Funds, Cold Calling, Energy Management, Research, Enterprise Software, Financial Analysis, Salesforce.com, Microsoft Office
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (BS), Management and Marketing, 3.735
Richmond, The American International University in London 2010 — 2010
International Business, Political Science
Radnor High School 2004 — 2007
EnerNOC June 2015 - Present
EnerNOC February 2013 - June 2015
Brown Brothers Harriman & Co. August 2011 - September 2012
Miller Investment Management May 2010 - August 2010
Skills
New Business Development, Microsoft Excel, PowerPoint, Demand Response, Energy Efficiency, Marketing Strategy, Energy Industry, Cleantech, Lead Generation, Contract Negotiation, Sustainability, Sales, CRM, Mutual Funds, Cold Calling, Energy Management, Research, Enterprise Software, Financial Analysis, Salesforce.com, Microsoft Office
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (BS), Management and Marketing, 3.735
Richmond, The American International University in London 2010 — 2010
International Business, Political Science
Radnor High School 2004 — 2007
Jessica (Jessa) Giordano Jessica (Jessa) Giordano's Brown Brothers Harriman & Co. Experience August 1996 - October 2003
Job Event & Community Relations Manager at Cold Spring Harbor Laboratory
Industry Research
Experience
Cold Spring Harbor Laboratory November 2013 - Present
Cold Spring Harbor Laboratory November 2010 - October 2013
New York Rugby Club 2001 - January 2011
National Football League November 2003 - October 2010
360 Sports Agency November 2005 - November 2006
Brown Brothers Harriman & Co. August 1996 - October 2003
Skills
Event Management, Community Outreach, Tournaments, Sports Management, Analysis, Program Management, Web Content Management, Budgets, Public Affairs, Social Media, Event Planning, Public Speaking, Human Resources, Sponsorship, Management, Nonprofits, Fundraising, Data Analysis, Administration, Negotiation, Research
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Management, Information Systems, 3.5
Mount Holyoke College 1990 — 1994
BA, Biological Sciences, Minor - Psychology
ARHS 1987 — 1990
Cold Spring Harbor Laboratory November 2013 - Present
Cold Spring Harbor Laboratory November 2010 - October 2013
New York Rugby Club 2001 - January 2011
National Football League November 2003 - October 2010
360 Sports Agency November 2005 - November 2006
Brown Brothers Harriman & Co. August 1996 - October 2003
Skills
Event Management, Community Outreach, Tournaments, Sports Management, Analysis, Program Management, Web Content Management, Budgets, Public Affairs, Social Media, Event Planning, Public Speaking, Human Resources, Sponsorship, Management, Nonprofits, Fundraising, Data Analysis, Administration, Negotiation, Research
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Management, Information Systems, 3.5
Mount Holyoke College 1990 — 1994
BA, Biological Sciences, Minor - Psychology
ARHS 1987 — 1990
Kathy-Ann Chase Kathy-Ann Chase's Brown Brothers Harriman & Co. Experience January 1997 - January 1998
Job Operations Manager at Best Buy
Industry Retail
Experience
Best Buy November 2010 - August 2012
Best Buy June 2010 - November 2010
Best Buy April 2009 - June 2010
Best Buy October 2008 - April 2009
Windham Capital Management, LLC January 1998 - October 2000
Brown Brothers Harriman & Co. January 1997 - January 1998
Brown Brothers Harriman & Co. July 1996 - January 1997
Skills
Operations Management, Retail Management, P&L, Store Management, Merchandising
Education
SUNY Albany 1992 — 1996
Bachelors of Science, Finance Management
Brooklyn Technical High School 1988 — 1992
Regents H.S. Diploma, Biochemistry
Best Buy November 2010 - August 2012
Best Buy June 2010 - November 2010
Best Buy April 2009 - June 2010
Best Buy October 2008 - April 2009
Windham Capital Management, LLC January 1998 - October 2000
Brown Brothers Harriman & Co. January 1997 - January 1998
Brown Brothers Harriman & Co. July 1996 - January 1997
Skills
Operations Management, Retail Management, P&L, Store Management, Merchandising
Education
SUNY Albany 1992 — 1996
Bachelors of Science, Finance Management
Brooklyn Technical High School 1988 — 1992
Regents H.S. Diploma, Biochemistry
Juan Pio Hernandez Juan Pio Hernandez's Brown Brothers Harriman & Co. Experience June 2007 - July 2007
Job Associate at Allen F. Johnson and Associates
Industry International Trade and Development
Experience
Allen F. Johnson and Associates July 2011 - Present
Atlas Economic Research Foundation January 2010 - May 2010
Charles G. Koch Foundation January 2010 - May 2010
Senator Mel Martinez May 2009 - August 2009
VENECREDIT SECURITIES January 2009 - May 2009
Brown Brothers Harriman & Co. June 2007 - July 2007
Cargill Venezuela June 2006 - August 2006
Skills
Economics, Finance, International Relations, Policy Analysis, Public Policy, Politics, Political Science, International..., Banking, Management, Economic Development, International Trade, Agribusiness, Nonprofits, Microsoft Office, Public Relations
Education
The George Washington University 2011 — 2012
M.A., International Trade and Investment Policy
The Catholic University of America 2010 — 2011
Masters, International Political Economics
The George Washington University - School of Business 2004 — 2008
BBA, International Business/ Political Science
Allen F. Johnson and Associates July 2011 - Present
Atlas Economic Research Foundation January 2010 - May 2010
Charles G. Koch Foundation January 2010 - May 2010
Senator Mel Martinez May 2009 - August 2009
VENECREDIT SECURITIES January 2009 - May 2009
Brown Brothers Harriman & Co. June 2007 - July 2007
Cargill Venezuela June 2006 - August 2006
Skills
Economics, Finance, International Relations, Policy Analysis, Public Policy, Politics, Political Science, International..., Banking, Management, Economic Development, International Trade, Agribusiness, Nonprofits, Microsoft Office, Public Relations
Education
The George Washington University 2011 — 2012
M.A., International Trade and Investment Policy
The Catholic University of America 2010 — 2011
Masters, International Political Economics
The George Washington University - School of Business 2004 — 2008
BBA, International Business/ Political Science
Steven Manson Steven Manson's Brown Brothers Harriman & Co. Experience October 2001 - June 2004
Job Principal at Mansford Properties, LLC
Industry Financial Services
Experience
Mansford Properties, LLC April 2012 - Present
Franklin Templeton Investments June 2004 - January 2015
Brown Brothers Harriman & Co. October 2001 - June 2004
Bloomberg L.P. July 2000 - December 2000
Skills
Fixed Income, Bloomberg, Econometrics, Macroeconomics, Equities, Investments, Asset Management, Derivatives
Education
University of Washington 1995 — 2001
Ph.D., Economics
University of California, Berkeley 1990 — 1994
Bachelor of Arts (B.A.), Economics and Applied Mathematics
Mansford Properties, LLC April 2012 - Present
Franklin Templeton Investments June 2004 - January 2015
Brown Brothers Harriman & Co. October 2001 - June 2004
Bloomberg L.P. July 2000 - December 2000
Skills
Fixed Income, Bloomberg, Econometrics, Macroeconomics, Equities, Investments, Asset Management, Derivatives
Education
University of Washington 1995 — 2001
Ph.D., Economics
University of California, Berkeley 1990 — 1994
Bachelor of Arts (B.A.), Economics and Applied Mathematics
Christine Furtado Morgan Christine Furtado Morgan's Brown Brothers Harriman & Co. Experience August 1998 - July 2002
Job Strategic Digital Partnerships Digital Content & Video Distribution
Industry Entertainment
Experience
Sony Pictures Television April 2008 - October 2012
Sony Pictures Television January 2007 - March 2008
Sony Pictures Television International November 2004 - December 2006
MTV Networks International May 2004 - October 2004
Brown Brothers Harriman & Co. August 1998 - July 2002
Skills
Marketing, Digital Media, Digital Distribution, Strategic Partnerships, Digital Strategy, Digital Marketing, New Media, Product Marketing, Entertainment, Content Strategy, Product Management, Television, Marketing Strategy, Competitive Analysis, Online Advertising, Broadcast, Strategy, Brand Management, Advertising, Mobile Devices, SEM, SEO
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Global Business
ESADE Business School
McGill University
BA, Economics
Sony Pictures Television April 2008 - October 2012
Sony Pictures Television January 2007 - March 2008
Sony Pictures Television International November 2004 - December 2006
MTV Networks International May 2004 - October 2004
Brown Brothers Harriman & Co. August 1998 - July 2002
Skills
Marketing, Digital Media, Digital Distribution, Strategic Partnerships, Digital Strategy, Digital Marketing, New Media, Product Marketing, Entertainment, Content Strategy, Product Management, Television, Marketing Strategy, Competitive Analysis, Online Advertising, Broadcast, Strategy, Brand Management, Advertising, Mobile Devices, SEM, SEO
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Global Business
ESADE Business School
McGill University
BA, Economics
Karen D'Attanasio Karen D'Attanasio's Brown Brothers Harriman & Co. Experience January 2001 - August 2003
Job Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Oculus Partners, LLC April 2011 - December 2011
Morgan Stanley February 2007 - April 2011
Food Network - Scripps Networks October 2005 - December 2006
Northeast Investment Management, Inc. August 2003 - July 2005
Brown Brothers Harriman & Co. January 2001 - August 2003
Education
Lafayette College
B.A., International Affairs & Spanish, cum laude
Morgan Stanley February 2012 - Present
Oculus Partners, LLC April 2011 - December 2011
Morgan Stanley February 2007 - April 2011
Food Network - Scripps Networks October 2005 - December 2006
Northeast Investment Management, Inc. August 2003 - July 2005
Brown Brothers Harriman & Co. January 2001 - August 2003
Education
Lafayette College
B.A., International Affairs & Spanish, cum laude
Katsuko Sugiyama Katsuko Sugiyama's Brown Brothers Harriman & Co. Experience July 2005 - May 2011
Job Business Coach & Facilitator to develop global leadership effectiveness and cultural competence
Industry Professional Training & Coaching
Experience
Self Employed May 2011 - Present
Personal Leadership Seminars Community of Practice March 2009 - Present
DFA Intercultural Global Solutions LLC 2014 - 2014
DFA Intercultural Global Solutions LLC 2012 - 2014
DFA Intercultural Global Solutions LLC 2012 - 2014
Brown Brothers Harriman & Co July 2005 - May 2011
AdvisorTech Corporation January 2000 - March 2004
Action for Results, Inc September 1998 - August 2000
The Leagora Group April 1997 - March 1999
NCN Institute May 1995 - June 1996
Skills
Leadership Development, Executive Coaching, Coaching, Organizational..., Change Management, Team Building, Strategic Planning, Management Consulting, Program Management, Intercultural..., Conflict Resolution, Organizational..., Project Management, Nonprofits, Workshop Facilitation, Higher Education, Leadership, Personal Development, Training, Management, Consulting, Career Counseling, Teaching, Career Development, Culture Change, Executive Development, Emotional Intelligence
Education
New Ventures West 2009 — 2010
Professional Coaching Course (PCC)
IDI LLC. 2008 — 2008
Qualified Administrator, Intercultural Develpment Inventory
Lesley University 1992 — 1994
MA, Intercultural Relations specializing in training and consulting
Simul Academy 1989 — 1991
Certificate of Consecutive Interpreter (English-Japanese), Consecutive Interpretation (J/E)
Kobe College
Bachelor of Arts, Intercultural Studies
Self Employed May 2011 - Present
Personal Leadership Seminars Community of Practice March 2009 - Present
DFA Intercultural Global Solutions LLC 2014 - 2014
DFA Intercultural Global Solutions LLC 2012 - 2014
DFA Intercultural Global Solutions LLC 2012 - 2014
Brown Brothers Harriman & Co July 2005 - May 2011
AdvisorTech Corporation January 2000 - March 2004
Action for Results, Inc September 1998 - August 2000
The Leagora Group April 1997 - March 1999
NCN Institute May 1995 - June 1996
Skills
Leadership Development, Executive Coaching, Coaching, Organizational..., Change Management, Team Building, Strategic Planning, Management Consulting, Program Management, Intercultural..., Conflict Resolution, Organizational..., Project Management, Nonprofits, Workshop Facilitation, Higher Education, Leadership, Personal Development, Training, Management, Consulting, Career Counseling, Teaching, Career Development, Culture Change, Executive Development, Emotional Intelligence
Education
New Ventures West 2009 — 2010
Professional Coaching Course (PCC)
IDI LLC. 2008 — 2008
Qualified Administrator, Intercultural Develpment Inventory
Lesley University 1992 — 1994
MA, Intercultural Relations specializing in training and consulting
Simul Academy 1989 — 1991
Certificate of Consecutive Interpreter (English-Japanese), Consecutive Interpretation (J/E)
Kobe College
Bachelor of Arts, Intercultural Studies
Kevin D. Clancy Jr., MBA, PMP Kevin D. Clancy Jr., MBA, PMP's Brown Brothers Harriman & Co. Experience July 1998 - May 2004
Job Director, Global HR Programs
Industry Human Resources
Experience
inVentiv Health February 2014 - Present
Fidelity Investments July 2007 - December 2013
State Street Bank May 2006 - July 2007
Nautic Partners, LLC May 2004 - May 2006
Brown Brothers Harriman & Co. July 1998 - May 2004
Skills
Mutual Funds, Fixed Income, Securities, Equities, Vendor Management, Performance Consulting, Instructional Design, Project Management, Program Management, Data Analysis, Budgeting, Alternative Investments, Budgets, Risk Management, Business Analysis, Leadership, Training
Education
Bryant University 2004 — 2007
MBA
University of Massachusetts, Amherst 1994 — 1998
BS
Xaverian Brothers High School 1990 — 1993
HS
inVentiv Health February 2014 - Present
Fidelity Investments July 2007 - December 2013
State Street Bank May 2006 - July 2007
Nautic Partners, LLC May 2004 - May 2006
Brown Brothers Harriman & Co. July 1998 - May 2004
Skills
Mutual Funds, Fixed Income, Securities, Equities, Vendor Management, Performance Consulting, Instructional Design, Project Management, Program Management, Data Analysis, Budgeting, Alternative Investments, Budgets, Risk Management, Business Analysis, Leadership, Training
Education
Bryant University 2004 — 2007
MBA
University of Massachusetts, Amherst 1994 — 1998
BS
Xaverian Brothers High School 1990 — 1993
HS
Brett Wagner's Brown Brothers Harriman & Co. Experience June 2008 - August 2008
Job Senior Direct Sales Executive at Skyhook
Industry Wireless
Experience
Skyhook (acquired by TruePosition, a subsidiary of Liberty Media) August 2014 - Present
Skyhook (acquired by TruePosition, a subsidiary of Liberty Media) June 2013 - August 2014
Matchbox July 2012 - February 2013
Jones Lang LaSalle June 2011 - May 2012
Vesper Realty Advisors June 2009 - April 2011
Brown Brothers Harriman & Co. June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Business Development, Start-ups, Leadership, Market Research, New Business Development, Relationship Management, Marketing, Negotiation, Sales, Entrepreneurship, Salesforce.com, Strategic Partnerships, Strategy, SaaS, Enterprise Software, Solution Selling, Lead Generation, Strategic Selling, Sales Process, Enterprise Technology..., Location Based Services, Location Intelligence, Direct Sales, International Sales, Wearables, Mobile Devices
Education
University of Massachusetts at Amherst - Isenberg School of Management
B.B.A
Boston College High School
Skyhook (acquired by TruePosition, a subsidiary of Liberty Media) August 2014 - Present
Skyhook (acquired by TruePosition, a subsidiary of Liberty Media) June 2013 - August 2014
Matchbox July 2012 - February 2013
Jones Lang LaSalle June 2011 - May 2012
Vesper Realty Advisors June 2009 - April 2011
Brown Brothers Harriman & Co. June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Business Development, Start-ups, Leadership, Market Research, New Business Development, Relationship Management, Marketing, Negotiation, Sales, Entrepreneurship, Salesforce.com, Strategic Partnerships, Strategy, SaaS, Enterprise Software, Solution Selling, Lead Generation, Strategic Selling, Sales Process, Enterprise Technology..., Location Based Services, Location Intelligence, Direct Sales, International Sales, Wearables, Mobile Devices
Education
University of Massachusetts at Amherst - Isenberg School of Management
B.B.A
Boston College High School
Elizabeth Sudarov's Brown Brothers Harriman & Co. Experience August 2006 - September 2006
Job Healthcare IT Junior PM
Industry Hospital & Health Care
Experience
Tufts Health Plan March 2015 - September 2015
Partners HealthCare January 2015 - March 2015
Dell at HPHC July 2013 - February 2014
Commonwealth of Massachusetts December 2012 - June 2013
Blue Cross Blue Shield of Massachusetts June 2012 - November 2012
Life and Specialty Ventures, LLC, Holding Company of Blue Cross Blue Shield November 2011 - June 2012
IRHA, Inc. June 2008 - November 2011
Fidelity Investments June 2007 - June 2008
Brown Brothers Harriman & Co. August 2006 - September 2006
John Hancock May 2005 - May 2006
Skills
Requirements Gathering, User Acceptance Testing, Project Coordination, Visio, Financial Analysis, Bloomberg, Project Management, Microsoft Office, Business Analysis, SDLC, Business Requirements, Process Improvement, Financial Modeling, Risk Management, Vendor Management, Business Process..., Analysis, Portfolio Management, SharePoint, Business Process, Software Documentation, Requirements Analysis, Cross-functional Team...
Education
Boston University Questrom School of Business 1992 — 1996
BSBA/BA in IR, Finance and Intl management, International Relations and Economics
Tufts Health Plan March 2015 - September 2015
Partners HealthCare January 2015 - March 2015
Dell at HPHC July 2013 - February 2014
Commonwealth of Massachusetts December 2012 - June 2013
Blue Cross Blue Shield of Massachusetts June 2012 - November 2012
Life and Specialty Ventures, LLC, Holding Company of Blue Cross Blue Shield November 2011 - June 2012
IRHA, Inc. June 2008 - November 2011
Fidelity Investments June 2007 - June 2008
Brown Brothers Harriman & Co. August 2006 - September 2006
John Hancock May 2005 - May 2006
Skills
Requirements Gathering, User Acceptance Testing, Project Coordination, Visio, Financial Analysis, Bloomberg, Project Management, Microsoft Office, Business Analysis, SDLC, Business Requirements, Process Improvement, Financial Modeling, Risk Management, Vendor Management, Business Process..., Analysis, Portfolio Management, SharePoint, Business Process, Software Documentation, Requirements Analysis, Cross-functional Team...
Education
Boston University Questrom School of Business 1992 — 1996
BSBA/BA in IR, Finance and Intl management, International Relations and Economics
Carl Terzer Carl Terzer's Brown Brothers Harriman & Co. Experience August 1999 - October 2006
Job Principal at CapVisor Associates, LLC
Industry Investment Management
Experience
CapVisor Associates, LLC October 2008 - Present
International Center for Captive Education (ICCIE) March 2010 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman & Co. August 1999 - October 2006
Bankers Trust Company September 1996 - September 1998
J.P. Morgan/Chase January 1995 - September 1996
US Trust September 1988 - December 1995
Bankers Trust Company February 1985 - September 1988
Skills
Asset Management, Asset Allocation, Investments, Fixed Income, Alternative Investments, Bonds, Equities, Captives, Property & Casualty..., Risk Management, Insurance, Capital Markets, Strategic Financial..., Financial Advisory, Mutual Funds, Portfolio Management, Financial Modeling, ETFs, Asset Managment, Financial Markets, Investment Advisory, Financial Risk, Financial Services, Financial Analysis, Private Equity, Securities, Hedge Funds, Institutional..., Investment Strategies, Investment Management, Emerging Markets, Wealth Management, Series 63, Retirement Planning, Series 7, Investment Banking, Enterprise Risk..., Pensions, Bloomberg, ALM, Hedging, Wealth Management..., Derivatives, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Economics & Business Administration
CapVisor Associates, LLC October 2008 - Present
International Center for Captive Education (ICCIE) March 2010 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman & Co. August 1999 - October 2006
Bankers Trust Company September 1996 - September 1998
J.P. Morgan/Chase January 1995 - September 1996
US Trust September 1988 - December 1995
Bankers Trust Company February 1985 - September 1988
Skills
Asset Management, Asset Allocation, Investments, Fixed Income, Alternative Investments, Bonds, Equities, Captives, Property & Casualty..., Risk Management, Insurance, Capital Markets, Strategic Financial..., Financial Advisory, Mutual Funds, Portfolio Management, Financial Modeling, ETFs, Asset Managment, Financial Markets, Investment Advisory, Financial Risk, Financial Services, Financial Analysis, Private Equity, Securities, Hedge Funds, Institutional..., Investment Strategies, Investment Management, Emerging Markets, Wealth Management, Series 63, Retirement Planning, Series 7, Investment Banking, Enterprise Risk..., Pensions, Bloomberg, ALM, Hedging, Wealth Management..., Derivatives, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Economics & Business Administration
Jonathan Petty's Brown Brothers Harriman & Co. Experience 1995 - 1998
Job Institutional Client Services at Stone Harbor Investment Partners LP
Industry Investment Management
Experience
Stone Harbor Investment Partners LP 2011 - Present
Knight Capital Markets LLC 2010 - 2010
Lehman Brothers Asset Management LLC 2006 - 2010
Loomis, Sayles & Co., L.P. 2001 - 2006
Putnam Investments 2000 - 2001
Loomis, Sayles & Co., L.P. 1998 - 2000
Brown Brothers Harriman & Co. 1995 - 1998
Chemical Securities Inc. 1994 - 1995
Kidder, Peabody & Co., Inc. 1994 - 1994
Donaldson, Lufkin & Jenrette Securities Corp. 1993 - 1993
Skills
Fixed Income, High Yield, Emerging Markets, Relationship Management, Consultant Relations, Portfolio Analysis, Bloomberg, Equities, Alternative Investments, Investment Grade, Investments, Mutual Funds, Trading, Due Diligence, Investment Management, Portfolio Management, Asset Management
Education
Brown University 1990 — 1994
B.A., History
Deerfield Academy 1987 — 1990
Stone Harbor Investment Partners LP 2011 - Present
Knight Capital Markets LLC 2010 - 2010
Lehman Brothers Asset Management LLC 2006 - 2010
Loomis, Sayles & Co., L.P. 2001 - 2006
Putnam Investments 2000 - 2001
Loomis, Sayles & Co., L.P. 1998 - 2000
Brown Brothers Harriman & Co. 1995 - 1998
Chemical Securities Inc. 1994 - 1995
Kidder, Peabody & Co., Inc. 1994 - 1994
Donaldson, Lufkin & Jenrette Securities Corp. 1993 - 1993
Skills
Fixed Income, High Yield, Emerging Markets, Relationship Management, Consultant Relations, Portfolio Analysis, Bloomberg, Equities, Alternative Investments, Investment Grade, Investments, Mutual Funds, Trading, Due Diligence, Investment Management, Portfolio Management, Asset Management
Education
Brown University 1990 — 1994
B.A., History
Deerfield Academy 1987 — 1990
Audrey Kauffman Audrey Kauffman's Brown Brothers Harriman & Co. Experience February 1989 - April 1994
Job Independent Distributor at LifeVantage
Industry Restaurants
Experience
LifeVantage Corporation August 2012 - Present
Cafe Via Roma June 2003 - Present
Brown Brothers Harriman Luxembourg S.C.A. April 1994 - May 2002
Brown Brothers Harriman & Co. February 1989 - April 1994
Skills
Customer Service, Securities, Strategic Planning, Public Speaking, Entrepreneurship
Education
Rockhurst University 2007 — 2009
EMBA, Business
Missouri State University 1984 — 1988
Bachelor of Science (B.S.), International Business/French
LifeVantage Corporation August 2012 - Present
Cafe Via Roma June 2003 - Present
Brown Brothers Harriman Luxembourg S.C.A. April 1994 - May 2002
Brown Brothers Harriman & Co. February 1989 - April 1994
Skills
Customer Service, Securities, Strategic Planning, Public Speaking, Entrepreneurship
Education
Rockhurst University 2007 — 2009
EMBA, Business
Missouri State University 1984 — 1988
Bachelor of Science (B.S.), International Business/French
Thomas McDonald Thomas McDonald's Brown Brothers Harriman & Co. Experience July 1979 - April 2007
Job Retired Investment Management Professional
Industry Investment Management
Experience
Retired October 2015 - Present
Lord, Abbett & Co. LLC February 2008 - October 2015
Brown Brothers Harriman & Co. July 1979 - April 2007
Irving Trust Company June 1975 - June 1979
Skills
Fixed Income, Client Service, Asset Management, Series 7, Investments, Portfolio Management, Bonds, Financial Services, Asset Allocation, Asset Managment, Alternative Investments, Banking, Hedge Funds, Bloomberg, Investment Strategies, Client Services, Investment Management, Mutual Funds
Education
Harvard Business School 1973 — 1975
MBA
Yale University 1969 — 1973
BA
Taft School 1965 — 1969
Retired October 2015 - Present
Lord, Abbett & Co. LLC February 2008 - October 2015
Brown Brothers Harriman & Co. July 1979 - April 2007
Irving Trust Company June 1975 - June 1979
Skills
Fixed Income, Client Service, Asset Management, Series 7, Investments, Portfolio Management, Bonds, Financial Services, Asset Allocation, Asset Managment, Alternative Investments, Banking, Hedge Funds, Bloomberg, Investment Strategies, Client Services, Investment Management, Mutual Funds
Education
Harvard Business School 1973 — 1975
MBA
Yale University 1969 — 1973
BA
Taft School 1965 — 1969
Samuel Ro, CFA's Brown Brothers Harriman & Co. Experience April 2005 - March 2006
Job Editor at The Business Insider
Industry Financial Services
Experience
Business Insider September 2011 - Present
Self-employed September 2010 - August 2011
James F. Reda & Associates November 2010 - April 2011
Forbes Investors Advisory Institute, a division of Forbes Media March 2006 - September 2010
Brown Brothers Harriman & Co. April 2005 - March 2006
Paul Weiss Rifkind Wharton & Garrison August 2004 - April 2005
Skills
Equities, Equity Research, Financial Reporting, Financial Markets, Research, Editing, Investments, Publishing, Analysis, Finance, Mergers
Education
CFA Institute 2006 — 2010
CFA
Boston University 2000 — 2004
BA, Religion
Business Insider September 2011 - Present
Self-employed September 2010 - August 2011
James F. Reda & Associates November 2010 - April 2011
Forbes Investors Advisory Institute, a division of Forbes Media March 2006 - September 2010
Brown Brothers Harriman & Co. April 2005 - March 2006
Paul Weiss Rifkind Wharton & Garrison August 2004 - April 2005
Skills
Equities, Equity Research, Financial Reporting, Financial Markets, Research, Editing, Investments, Publishing, Analysis, Finance, Mergers
Education
CFA Institute 2006 — 2010
CFA
Boston University 2000 — 2004
BA, Religion
John-Paul Sullivan John-Paul Sullivan's Brown Brothers Harriman & Co. Experience February 2013 - April 2015
Job Investment Management Strategy Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman & Co. February 2013 - April 2015
Archway Investment Fund September 2011 - December 2012
Gilder Gagnon Howe & Co April 2012 - August 2012
Brown Brothers Harriman & Co March 2012 - August 2012
Bridgewater Savings Bank April 2008 - March 2012
Windham Capital Management September 2011 - November 2011
Skills
Financial Modeling, Stata, Value Investing, Microsoft Excel-..., Bloomberg Trade..., Oracle SQL Developer, Financial Analysis, Investments, Portfolio Management, Equities, Econometrics, Fixed Income, Bloomberg, Valuation, Analysis, Mutual Funds, PowerPoint, Banking
Education
Bryant University
Bachelor of Science, Business Administration; Finance/Economics
University of Virginia
coyle and cassidy
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman & Co. February 2013 - April 2015
Archway Investment Fund September 2011 - December 2012
Gilder Gagnon Howe & Co April 2012 - August 2012
Brown Brothers Harriman & Co March 2012 - August 2012
Bridgewater Savings Bank April 2008 - March 2012
Windham Capital Management September 2011 - November 2011
Skills
Financial Modeling, Stata, Value Investing, Microsoft Excel-..., Bloomberg Trade..., Oracle SQL Developer, Financial Analysis, Investments, Portfolio Management, Equities, Econometrics, Fixed Income, Bloomberg, Valuation, Analysis, Mutual Funds, PowerPoint, Banking
Education
Bryant University
Bachelor of Science, Business Administration; Finance/Economics
University of Virginia
coyle and cassidy
Chris McChesney Chris McChesney's Brown Brothers Harriman & Co. Experience January 2007 - December 2009
Job Global Head of Alternative Fund Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman January 2010 - April 2012
Brown Brothers Harriman & Co. January 2007 - December 2009
Brown Brothers Harriman May 2001 - December 2006
Engage December 1999 - April 2001
Boston Consulting Group 1995 - 1997
Coopers & Lybrand 1993 - 1995
Skills
Product Management, Business Development, Strategy, Hedge Funds, Business Strategy, Product Marketing, Private Equity, Asset Management, Financial Services, Alternative Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Business Administration and Management, General
Middlebury College 1989 — 1993
BA, Economics
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman January 2010 - April 2012
Brown Brothers Harriman & Co. January 2007 - December 2009
Brown Brothers Harriman May 2001 - December 2006
Engage December 1999 - April 2001
Boston Consulting Group 1995 - 1997
Coopers & Lybrand 1993 - 1995
Skills
Product Management, Business Development, Strategy, Hedge Funds, Business Strategy, Product Marketing, Private Equity, Asset Management, Financial Services, Alternative Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Business Administration and Management, General
Middlebury College 1989 — 1993
BA, Economics
patty dischinger patty dischinger's Brown Brothers Harriman & Co. Experience February 1987 - March 1994
Job Real Estate Holdings Co. V.P.
Industry Financial Services
Experience
Evan Lee, Inc April 2001 - Present
Entex Technologies Inc. August 2013 - March 2014
City of Durham July 1998 - November 1999
IPA Management Consulting January 1996 - November 1997
Brown Brothers Harriman & Co. February 1987 - March 1994
Skills
Management, Valuation, Financial Analysis, Finance, Financial Reporting, Portfolio Management, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
MBA, Finance
East Carolina University
BS, Business Administration
Evan Lee, Inc April 2001 - Present
Entex Technologies Inc. August 2013 - March 2014
City of Durham July 1998 - November 1999
IPA Management Consulting January 1996 - November 1997
Brown Brothers Harriman & Co. February 1987 - March 1994
Skills
Management, Valuation, Financial Analysis, Finance, Financial Reporting, Portfolio Management, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
MBA, Finance
East Carolina University
BS, Business Administration
Robert G. Klobus, CSM Robert G. Klobus, CSM's Brown Brothers Harriman & Co. Experience March 1982 - December 2003
Job Senior Project Manager at Unemployed
Industry Information Technology and Services
Experience
Unemployed April 2015 - Present
CA Technologies July 2011 - April 2015
Citigroup December 2010 - February 2011
Morgan Stanley Smith Barney May 2010 - November 2010
Capital One August 2009 - April 2010
Citigroup September 2007 - December 2008
CA, Inc December 2003 - February 2006
Brown Brothers Harriman & Co. March 1982 - December 2003
Leviton Manufacturing 1980 - March 1982
TSR 1978 - 1980
Skills
Infrastructure, SDLC, Vendor Management, PMP, Clarity, PMO, IT Strategy, Data Center, Project Management, Leadership, Project Delivery, Disaster Recovery, Management, ITIL, Training, Enterprise Architecture, Project Portfolio..., Resource Management, MS Project, IT Management, Recruiting, Requirements Analysis, IT Service Management, Outsourcing, Integration, Enterprise Software, Program Management, Microsoft Project
Education
New Age Training 2007 — 2007
Certificate, Fundamentals of Project Management
City University of New York 1989 — 1993
AAS, Business Administration
Unemployed April 2015 - Present
CA Technologies July 2011 - April 2015
Citigroup December 2010 - February 2011
Morgan Stanley Smith Barney May 2010 - November 2010
Capital One August 2009 - April 2010
Citigroup September 2007 - December 2008
CA, Inc December 2003 - February 2006
Brown Brothers Harriman & Co. March 1982 - December 2003
Leviton Manufacturing 1980 - March 1982
TSR 1978 - 1980
Skills
Infrastructure, SDLC, Vendor Management, PMP, Clarity, PMO, IT Strategy, Data Center, Project Management, Leadership, Project Delivery, Disaster Recovery, Management, ITIL, Training, Enterprise Architecture, Project Portfolio..., Resource Management, MS Project, IT Management, Recruiting, Requirements Analysis, IT Service Management, Outsourcing, Integration, Enterprise Software, Program Management, Microsoft Project
Education
New Age Training 2007 — 2007
Certificate, Fundamentals of Project Management
City University of New York 1989 — 1993
AAS, Business Administration
Benjamin Nardella, CPA's Brown Brothers Harriman & Co. Experience 2005 - 2006
Job Audit Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers August 2009 - Present
StoneTurn Group, LLP December 2006 - May 2008
Brown Brothers Harriman & Co. 2005 - 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Auditing, Financial Accounting, Forensic Accounting, Valuation, Sarbanes-Oxley Act, Internal Controls, SEC filings, Due Diligence, Revenue Recognition, Business Valuation, Risk Management, Analysis, SEC Filings, Internal Audit, US GAAP
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MBA/MSA, Accounting
Union College 2001 — 2005
BA, Economics
PricewaterhouseCoopers August 2009 - Present
StoneTurn Group, LLP December 2006 - May 2008
Brown Brothers Harriman & Co. 2005 - 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Auditing, Financial Accounting, Forensic Accounting, Valuation, Sarbanes-Oxley Act, Internal Controls, SEC filings, Due Diligence, Revenue Recognition, Business Valuation, Risk Management, Analysis, SEC Filings, Internal Audit, US GAAP
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MBA/MSA, Accounting
Union College 2001 — 2005
BA, Economics
Jeffrey Lupoff's Brown Brothers Harriman & Co. Experience January 1987 - July 1988
Job Retired from GE Capital
Industry Banking
Experience
GE Capital August 1988 - March 2015
Brown Brothers Harriman & Co. January 1987 - July 1988
Lloyds Bank International/Lloyds Bank PLC March 1982 - December 1986
Skills
Structured Finance, Corporate Finance, Financial Structuring, Due Diligence, Project Finance, Restructuring, Credit Analysis, Leveraged Finance, Strategy, Risk Management, Finance, Asset Based Lending, Financial Services, Private Equity, Portfolio Management, Equities, Investments, Loans, Capital Markets, Financial Risk, Valuation
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Finance, General
Connecticut College
Bachelor's Degree, Political Science and Government
GE Capital August 1988 - March 2015
Brown Brothers Harriman & Co. January 1987 - July 1988
Lloyds Bank International/Lloyds Bank PLC March 1982 - December 1986
Skills
Structured Finance, Corporate Finance, Financial Structuring, Due Diligence, Project Finance, Restructuring, Credit Analysis, Leveraged Finance, Strategy, Risk Management, Finance, Asset Based Lending, Financial Services, Private Equity, Portfolio Management, Equities, Investments, Loans, Capital Markets, Financial Risk, Valuation
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Finance, General
Connecticut College
Bachelor's Degree, Political Science and Government
Maria Gurevich Maria Gurevich's Brown Brothers Harriman & Co. Experience October 2005 - Present
Job VP, Global Tax Services at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. October 2005 - Present
Ernst & Young, LLP October 2001 - October 2005
Ernst & Young October 2000 - September 2004
Skills
Mutual Funds, Tax Law, Securities, Corporate Actions, International Tax, Tax, Financial Services, Equities, Fixed Income, Global Custody, Investments
Education
Boston University School of Law 2002 — 2006
LL.M., Taxation
Suffolk University Law School 1999 — 2001
J.D.
Brown Brothers Harriman & Co. October 2005 - Present
Ernst & Young, LLP October 2001 - October 2005
Ernst & Young October 2000 - September 2004
Skills
Mutual Funds, Tax Law, Securities, Corporate Actions, International Tax, Tax, Financial Services, Equities, Fixed Income, Global Custody, Investments
Education
Boston University School of Law 2002 — 2006
LL.M., Taxation
Suffolk University Law School 1999 — 2001
J.D.
Isa Terzi's Brown Brothers Harriman & Co. Experience January 1999 - November 2000
Job Business Intelligence Manager at TripAdvisor
Industry Hospitality
Experience
TripAdvisor November 2014 - Present
SmarterTravel - TripAdvisor Company April 2013 - November 2014
Ace Tempest RE Global June 2009 - April 2013
ACE Tempest Re April 2007 - December 2009
ACE Tempest Re May 2006 - April 2007
Tower Group Companies July 2003 - May 2006
DCC Inc. May 2002 - July 2003
Plural Inc. November 2000 - May 2001
Brown Brothers Harriman & Co. January 1999 - November 2000
Skills
Business Intelligence, Data Warehousing, Database Design, Teamwork, Financial Systems, Integration, IT Strategy, Databases, SDLC, Insurance, Management, Strategic Planning, Financial Reporting
Education
Suffolk University 2000 — 2002
MBA
Bentley College 1995 — 1998
BA
Atanur Oguz 1990 — 1993
TripAdvisor November 2014 - Present
SmarterTravel - TripAdvisor Company April 2013 - November 2014
Ace Tempest RE Global June 2009 - April 2013
ACE Tempest Re April 2007 - December 2009
ACE Tempest Re May 2006 - April 2007
Tower Group Companies July 2003 - May 2006
DCC Inc. May 2002 - July 2003
Plural Inc. November 2000 - May 2001
Brown Brothers Harriman & Co. January 1999 - November 2000
Skills
Business Intelligence, Data Warehousing, Database Design, Teamwork, Financial Systems, Integration, IT Strategy, Databases, SDLC, Insurance, Management, Strategic Planning, Financial Reporting
Education
Suffolk University 2000 — 2002
MBA
Bentley College 1995 — 1998
BA
Atanur Oguz 1990 — 1993
Benjamin Lincoln Benjamin Lincoln's Brown Brothers Harriman & Co. Experience October 2005 - September 2007
Job Field Energy Specialist at SolarCity
Industry Computer Software
Experience
SolarCity February 2015 - Present
Altium September 2008 - June 2011
Brown Brothers Harriman & Co. October 2005 - September 2007
Skills
Salesforce.com, Account Management, Solution Selling, Direct Sales, New Business Development, Enterprise Software, Sales Process, SaaS, PCB design, EDA, Lead Generation
Education
Arizona State University 2001 — 2005
Bachelor's degree, Business and Communication
SolarCity February 2015 - Present
Altium September 2008 - June 2011
Brown Brothers Harriman & Co. October 2005 - September 2007
Skills
Salesforce.com, Account Management, Solution Selling, Direct Sales, New Business Development, Enterprise Software, Sales Process, SaaS, PCB design, EDA, Lead Generation
Education
Arizona State University 2001 — 2005
Bachelor's degree, Business and Communication
Sheila Hoopes Sheila Hoopes's Brown Brothers Harriman & Co. Experience July 2000 - June 2002
Job Assoc. Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2014 - Present
Randstad Finance & Accounting April 2013 - May 2014
SAY San Diego January 2008 - April 2013
TorreyCove Capital Partners (formerly PCG Asset Management) July 2008 - January 2013
Early Warning Infectious Disease Surveillance, California Dept. of Public Health October 2007 - July 2008
Univ. of California, San Diego Center on Pacific Economies October 2006 - June 2007
Centers for Disease Control & Prevention (CDC) June 2006 - September 2006
University of California, San Diego School of Medicine November 2003 - January 2006
San Diego State University Foundation October 2002 - November 2003
Brown Brothers Harriman & Co. July 2000 - June 2002
Skills
Analysis, Grant Writing, Public Policy, Research, International Relations, Spanish, Investments, Grants, Stata, Policy, Project Management, Public Health, Survey Research, Private Equity, Market Research, Financial Modeling, Budgets, Economics, Management
Education
UC San Diego School of Global Policy and Strategy (GPS) 2005 — 2007
MPIA
Smith College 1996 — 2000
B.A.
LPL Financial June 2014 - Present
Randstad Finance & Accounting April 2013 - May 2014
SAY San Diego January 2008 - April 2013
TorreyCove Capital Partners (formerly PCG Asset Management) July 2008 - January 2013
Early Warning Infectious Disease Surveillance, California Dept. of Public Health October 2007 - July 2008
Univ. of California, San Diego Center on Pacific Economies October 2006 - June 2007
Centers for Disease Control & Prevention (CDC) June 2006 - September 2006
University of California, San Diego School of Medicine November 2003 - January 2006
San Diego State University Foundation October 2002 - November 2003
Brown Brothers Harriman & Co. July 2000 - June 2002
Skills
Analysis, Grant Writing, Public Policy, Research, International Relations, Spanish, Investments, Grants, Stata, Policy, Project Management, Public Health, Survey Research, Private Equity, Market Research, Financial Modeling, Budgets, Economics, Management
Education
UC San Diego School of Global Policy and Strategy (GPS) 2005 — 2007
MPIA
Smith College 1996 — 2000
B.A.
AnnMarie Bussanich AnnMarie Bussanich's Brown Brothers Harriman & Co. Experience 1996 - 1997
Job Executive Assistant at Vestar Capital Partners
Industry Investment Management
Experience
Vestar Capital Partners April 2001 - Present
Hanover Direct 2000 - 2001
Broadview Associates 1997 - 1999
Brown Brothers Harriman & Co. 1996 - 1997
Office of the Future 1990 - 1996
Skills
Due Diligence, Executive..., Equities, Human Resources, Investment Banking, Administrative..., Office Management, Venture Capital, Mergers & Acquisitions
Education
Bergen Community College
Vestar Capital Partners April 2001 - Present
Hanover Direct 2000 - 2001
Broadview Associates 1997 - 1999
Brown Brothers Harriman & Co. 1996 - 1997
Office of the Future 1990 - 1996
Skills
Due Diligence, Executive..., Equities, Human Resources, Investment Banking, Administrative..., Office Management, Venture Capital, Mergers & Acquisitions
Education
Bergen Community College
Goodwill Batalingaya Goodwill Batalingaya's Brown Brothers Harriman & Co. Experience June 2015 - August 2015
Job Undergraduate Senior at Dartmouth College
Industry Management Consulting
Experience
Brown Brothers Harriman & Co. June 2015 - August 2015
Bank of America Merrill Lynch April 2015 - April 2015
J.P. Morgan Asset Management December 2014 - December 2014
OTR Global August 2014 - December 2014
Dartmouth Academic Skills Center November 2013 - December 2013
Columbia University School of Continuing Education June 2013 - August 2013
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Major: Mathematics modified with Engineering Sciences and Sociology, Junior
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Leadership Education and Development Program (LEAD), Finance, Accounting, Marketing
Potomac Senior High School 2008 — 2012
High School Diploma, Summa Cum Laude
Brown Brothers Harriman & Co. June 2015 - August 2015
Bank of America Merrill Lynch April 2015 - April 2015
J.P. Morgan Asset Management December 2014 - December 2014
OTR Global August 2014 - December 2014
Dartmouth Academic Skills Center November 2013 - December 2013
Columbia University School of Continuing Education June 2013 - August 2013
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Major: Mathematics modified with Engineering Sciences and Sociology, Junior
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Leadership Education and Development Program (LEAD), Finance, Accounting, Marketing
Potomac Senior High School 2008 — 2012
High School Diploma, Summa Cum Laude
Philip Viergutz Philip Viergutz's Brown Brothers Harriman & Co. Experience July 2001 - July 2003
Job Principal at AlpInvest Partners (The Carlyle Group)
Industry Venture Capital & Private Equity
Experience
AlpInvest Partners (The Carlyle Group) July 2011 - Present
AlpInvest Partners (The Carlyle Group) July 2008 - July 2011
HarbourVest Partners, LLC July 2005 - July 2007
Lazard Freres & Co. July 2003 - July 2005
Brown Brothers Harriman & Co. July 2001 - July 2003
Skills
Private Equity, Fund Of Funds, Private Placements, Financial Structuring, Emerging Markets, Business Planning, Financial Analysis, Buyouts, Restructuring, Portfolio Management, Asset Management, Strategy, LBO, Investor Relations, Entrepreneurship, Growth Capital
Education
INSEAD 2007 — 2008
MBA, Finance
Princeton University 1997 — 2001
BSE, Operations Research & Financial Engineering
Pine Crest School 1990 — 1996
AlpInvest Partners (The Carlyle Group) July 2011 - Present
AlpInvest Partners (The Carlyle Group) July 2008 - July 2011
HarbourVest Partners, LLC July 2005 - July 2007
Lazard Freres & Co. July 2003 - July 2005
Brown Brothers Harriman & Co. July 2001 - July 2003
Skills
Private Equity, Fund Of Funds, Private Placements, Financial Structuring, Emerging Markets, Business Planning, Financial Analysis, Buyouts, Restructuring, Portfolio Management, Asset Management, Strategy, LBO, Investor Relations, Entrepreneurship, Growth Capital
Education
INSEAD 2007 — 2008
MBA, Finance
Princeton University 1997 — 2001
BSE, Operations Research & Financial Engineering
Pine Crest School 1990 — 1996
Emil J Jutrowski Emil J Jutrowski's Brown Brothers Harriman & Co. Experience January 1981 - September 1991
Job Senior Vice President at Capitol Securities Management Inc.
Industry Financial Services
Experience
Capitol Securities Management Inc. February 2011 - Present
Oppenheimer & Co. Inc. June 2001 - February 2011
Janney Montgomery Scott LLC January 2001 - June 2001
Tucker Anthony R.L.Day & Company September 1991 - January 2001
REICH&CO. September 1991 - June 1993
Brown Brothers Harriman & Co. January 1981 - September 1991
IRVING TRUST COMPANY June 1978 - January 1981
Skills
Investments, Equities, Fixed Income, Risk Management, Asset Management, Banking, Finance, Hedge Funds, Options, Portfolio Management, Wealth Management, Financial Markets, Structured Products, Mutual Funds, Relationship Management, Capital Markets, Trading, Bloomberg, Securities, Corporate Finance, Derivatives, Alternative Investments, Investment Banking, Series 63, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Series 7, Strategic Financial..., Wealth Management..., Financial Planning
Education
Fordham Gabelli School of Business 1974 — 1978
Bachelor of Science (B.S.), Accounting and Finance, Bachelor of Science -Accounting
Fordham University-CBA 1974 — 1978
Bachelor of Science, Accounting CBA
Capitol Securities Management Inc. February 2011 - Present
Oppenheimer & Co. Inc. June 2001 - February 2011
Janney Montgomery Scott LLC January 2001 - June 2001
Tucker Anthony R.L.Day & Company September 1991 - January 2001
REICH&CO. September 1991 - June 1993
Brown Brothers Harriman & Co. January 1981 - September 1991
IRVING TRUST COMPANY June 1978 - January 1981
Skills
Investments, Equities, Fixed Income, Risk Management, Asset Management, Banking, Finance, Hedge Funds, Options, Portfolio Management, Wealth Management, Financial Markets, Structured Products, Mutual Funds, Relationship Management, Capital Markets, Trading, Bloomberg, Securities, Corporate Finance, Derivatives, Alternative Investments, Investment Banking, Series 63, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Series 7, Strategic Financial..., Wealth Management..., Financial Planning
Education
Fordham Gabelli School of Business 1974 — 1978
Bachelor of Science (B.S.), Accounting and Finance, Bachelor of Science -Accounting
Fordham University-CBA 1974 — 1978
Bachelor of Science, Accounting CBA
Kyle Leavitt's Brown Brothers Harriman & Co. Experience August 2014 - April 2015
Job Operations Associate
Industry Financial Services
Experience
Clough Capital Partners, L.P. April 2015 - Present
Brown Brothers Harriman & Co. August 2014 - April 2015
Berenberg June 2013 - August 2013
Niche Marketing Group January 2012 - April 2012
Mad River Investors June 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Teamwork, Time Management, Trade Operations, Trade Settlement, Conversational in..., Leadership, Event Planning
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Australian Catholic University 2012 — 2012
Study Abroad
Clough Capital Partners, L.P. April 2015 - Present
Brown Brothers Harriman & Co. August 2014 - April 2015
Berenberg June 2013 - August 2013
Niche Marketing Group January 2012 - April 2012
Mad River Investors June 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Teamwork, Time Management, Trade Operations, Trade Settlement, Conversational in..., Leadership, Event Planning
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Australian Catholic University 2012 — 2012
Study Abroad
Sophie Roldan Sophie Roldan's Brown Brothers Harriman & Co. Experience July 1998 - July 2014
Job Having a vast knowledge of a working environment is both beneficial to myself and to any employer.
Industry Human Resources
Experience
Wealth's Core, LLC August 2014 - Present
Brown Brothers Harriman & Co. July 1998 - July 2014
Brown Brothers Harriman 2009 - 2012
Brown Brothers Harriman 2001 - 2009
Skills
Banking, Risk Management, Financial Services, Analysis, Due Diligence, Event Planning, Organization Skills, Investigation, Resume Writing
Education
University of Phoenix 2003 — 2005
Business Administration
University of Phoenix 2003 — 2005
Business Administration
Wealth's Core, LLC August 2014 - Present
Brown Brothers Harriman & Co. July 1998 - July 2014
Brown Brothers Harriman 2009 - 2012
Brown Brothers Harriman 2001 - 2009
Skills
Banking, Risk Management, Financial Services, Analysis, Due Diligence, Event Planning, Organization Skills, Investigation, Resume Writing
Education
University of Phoenix 2003 — 2005
Business Administration
University of Phoenix 2003 — 2005
Business Administration
Gene Faurie, Jr.'s Brown Brothers Harriman & Co. Experience 1989 - 1994
Job Realtor at RE/MAX Central
Industry Nonprofit Organization Management
Experience
RE/MAX Central November 2014 - Present
(None) February 2009 - November 2014
San Francisco Unified School District December 2007 - February 2009
City & County of San Francisco January 2007 - December 2007
Berkeley Unified School District October 2002 - July 2006
Saks Fifth Avenue June 1994 - April 1997
Brown Brothers Harriman & Co. 1989 - 1994
Skills
Human Rights, Research, Policy Analysis, Public Speaking, Human Resources, Customer Service, Non-profits, Community Outreach, Nonprofits, Policy, Event Planning, Event Management, Government
Education
University of California, Los Angeles
RE/MAX Central November 2014 - Present
(None) February 2009 - November 2014
San Francisco Unified School District December 2007 - February 2009
City & County of San Francisco January 2007 - December 2007
Berkeley Unified School District October 2002 - July 2006
Saks Fifth Avenue June 1994 - April 1997
Brown Brothers Harriman & Co. 1989 - 1994
Skills
Human Rights, Research, Policy Analysis, Public Speaking, Human Resources, Customer Service, Non-profits, Community Outreach, Nonprofits, Policy, Event Planning, Event Management, Government
Education
University of California, Los Angeles
Chellie Esters Chellie Esters's Brown Brothers Harriman & Co. Experience February 2000 - November 2003
Job Seasoned Instructional Designer and Training & Development Professional
Industry Professional Training & Coaching
Experience
ServiceChannel March 2015 - Present
Medidata Solutions February 2013 - March 2015
Medidata Solutions December 2010 - February 2013
Thomson Reuters March 2008 - November 2010
RARE Hospitality International, Inc. / Darden Restaurants September 2005 - December 2007
Freelance / Contractor April 2004 - September 2005
Brown Brothers Harriman & Co. February 2000 - November 2003
Skills
Captivate, WebEx, Dreamweaver, Flash, Photoshop, PowerPoint, Microsoft Excel, Marketing, Change Management, Microsoft Word, Adobe Creative Suite, Web Design, Instructional Design, E-Learning, Instructor-led Training, Software Documentation, Camtasia, Project Management, ADDIE, Training, Learning Management, Learning Management..., Needs Analysis, Blended Learning
Education
Saint Mary's University of Minnesota 2014 — 2016
Master of Arts (M.A.), Organizational Leadership
New York University 2008 — 2009
Continuing Education, Training Management
City University of New York-Baruch College 1994 — 1998
BBA, Marketing [Advertising]
ServiceChannel March 2015 - Present
Medidata Solutions February 2013 - March 2015
Medidata Solutions December 2010 - February 2013
Thomson Reuters March 2008 - November 2010
RARE Hospitality International, Inc. / Darden Restaurants September 2005 - December 2007
Freelance / Contractor April 2004 - September 2005
Brown Brothers Harriman & Co. February 2000 - November 2003
Skills
Captivate, WebEx, Dreamweaver, Flash, Photoshop, PowerPoint, Microsoft Excel, Marketing, Change Management, Microsoft Word, Adobe Creative Suite, Web Design, Instructional Design, E-Learning, Instructor-led Training, Software Documentation, Camtasia, Project Management, ADDIE, Training, Learning Management, Learning Management..., Needs Analysis, Blended Learning
Education
Saint Mary's University of Minnesota 2014 — 2016
Master of Arts (M.A.), Organizational Leadership
New York University 2008 — 2009
Continuing Education, Training Management
City University of New York-Baruch College 1994 — 1998
BBA, Marketing [Advertising]
Jack Laurendeau Jack Laurendeau's Brown Brothers Harriman & Co. Experience February 2013 - July 2014
Job 2016 MBA Candidate
Industry Investment Banking
Experience
Boston College August 2014 - Present
Tully & Holland, Inc. May 2015 - September 2015
Brown Brothers Harriman & Co. February 2013 - July 2014
Brown Brothers Harriman & Co. July 2011 - January 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Bloomberg Software, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Word, Risk Management, Analysis, Bloomberg, Outlook, Data Analysis, Sales, Banking, Capital IQ, Hoovers
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance Specialization
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), Economics
Lincoln-Sudbury Regional High School 2003 — 2007
Boston College August 2014 - Present
Tully & Holland, Inc. May 2015 - September 2015
Brown Brothers Harriman & Co. February 2013 - July 2014
Brown Brothers Harriman & Co. July 2011 - January 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Bloomberg Software, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Word, Risk Management, Analysis, Bloomberg, Outlook, Data Analysis, Sales, Banking, Capital IQ, Hoovers
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance Specialization
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), Economics
Lincoln-Sudbury Regional High School 2003 — 2007
Hae Ji (Grace) Pak's Brown Brothers Harriman & Co. Experience July 2014 - December 2014
Job Student at Northeastern University
Industry Financial Services
Experience
Brown Brothers Harriman & Co. July 2014 - December 2014
Haru April 2014 - August 2014
John Hancock Financial Services June 2013 - December 2013
Annie International Inc. June 2012 - August 2012
Annie International Inc. June 2010 - August 2010
Skills
SAP, Microsoft Office, Adobe Illustrator, Adobe Photoshop, Finance, Marketing, Invoicing, Human Resources, Talent Acquisition, Project Management, Data Entry, Adobe Bridge, Workday, PeopleSoft
Education
Northeastern University 2012 — 2015
Bachelor’s Degree, Business Administration, 3.41
Brown Brothers Harriman & Co. July 2014 - December 2014
Haru April 2014 - August 2014
John Hancock Financial Services June 2013 - December 2013
Annie International Inc. June 2012 - August 2012
Annie International Inc. June 2010 - August 2010
Skills
SAP, Microsoft Office, Adobe Illustrator, Adobe Photoshop, Finance, Marketing, Invoicing, Human Resources, Talent Acquisition, Project Management, Data Entry, Adobe Bridge, Workday, PeopleSoft
Education
Northeastern University 2012 — 2015
Bachelor’s Degree, Business Administration, 3.41
Christopher Caruana, CAMS, MBA's Brown Brothers Harriman & Co. Experience July 2006 - February 2008
Job Manager, Compliance Foreign Exchange Services
Industry Financial Services
Experience
American Express June 2012 - Present
Financial Industry Regulatory Authority (FINRA) July 2011 - June 2012
Financial Industry Regulatory Authority (FINRA) November 2009 - July 2011
Brown Brothers Harriman & Co July 2006 - February 2008
Skills
Analysis, Strategy, Financial Analysis, Financial Risk, Financial Services, AML, International Business, Financial Control, Financial Markets, Strategic Analysis, Business Strategy, Managerial Finance, Business Analysis, Risk Management, Auditing, Bank Secrecy Act, Business Planning, Business Process..., Compliance Audits, Compliance Management, Due Diligence, Enterprise Risk..., Financial Reporting, Financial Management, Financial Regulation, FINRA, Global Business..., Internal Audit, Internal Controls, Investments, Italian, Management, Management Consulting, Marketing, Operational Risk, Operational Risk..., Operations, Product Management, Program Management, Regulatory Compliance, SEC compliance, Securities, Strategy Development, Strategic Financial..., Terrorist Financing, Trading
Education
St. John's University Rome Campus Graduate Programs 2008 — 2009
Master of Business Administration (M.B.A.), International Business, 3.84
Marist College 2002 — 2006
Bachelor of Science, Finance
American Express June 2012 - Present
Financial Industry Regulatory Authority (FINRA) July 2011 - June 2012
Financial Industry Regulatory Authority (FINRA) November 2009 - July 2011
Brown Brothers Harriman & Co July 2006 - February 2008
Skills
Analysis, Strategy, Financial Analysis, Financial Risk, Financial Services, AML, International Business, Financial Control, Financial Markets, Strategic Analysis, Business Strategy, Managerial Finance, Business Analysis, Risk Management, Auditing, Bank Secrecy Act, Business Planning, Business Process..., Compliance Audits, Compliance Management, Due Diligence, Enterprise Risk..., Financial Reporting, Financial Management, Financial Regulation, FINRA, Global Business..., Internal Audit, Internal Controls, Investments, Italian, Management, Management Consulting, Marketing, Operational Risk, Operational Risk..., Operations, Product Management, Program Management, Regulatory Compliance, SEC compliance, Securities, Strategy Development, Strategic Financial..., Terrorist Financing, Trading
Education
St. John's University Rome Campus Graduate Programs 2008 — 2009
Master of Business Administration (M.B.A.), International Business, 3.84
Marist College 2002 — 2006
Bachelor of Science, Finance
Stuart Patrick's Brown Brothers Harriman & Co. Experience April 1995 - May 1997
Job Director of Infrastructure and Governance at John Hancock Investments
Industry Insurance
Experience
John Hancock Investments May 2015 - Present
John Hancock Financial Services January 2008 - May 2015
John Hancock Financial Services March 2000 - January 2008
Evergreen Investments May 1997 - December 1999
Brown Brothers Harriman & Co. April 1995 - May 1997
The Shareholder Services Group November 1988 - April 1995
Skills
Financial Services, Vendor Management, Business Analysis, Mutual Funds, SDLC, SQL, Microsoft SQL Server, Data Center, Project Planning, Quality Assurance, Disaster Recovery, Change Management, Information Technology, Databases, Management, System Deployment, Project Management, Business Continuity, SharePoint, Software Documentation, Data Warehousing
Education
Blue Hills Technical Institute
Associates Degree, Data Processing and Computer Programming
Boston University
Project Management Certificate Program, Project Management
John Hancock Investments May 2015 - Present
John Hancock Financial Services January 2008 - May 2015
John Hancock Financial Services March 2000 - January 2008
Evergreen Investments May 1997 - December 1999
Brown Brothers Harriman & Co. April 1995 - May 1997
The Shareholder Services Group November 1988 - April 1995
Skills
Financial Services, Vendor Management, Business Analysis, Mutual Funds, SDLC, SQL, Microsoft SQL Server, Data Center, Project Planning, Quality Assurance, Disaster Recovery, Change Management, Information Technology, Databases, Management, System Deployment, Project Management, Business Continuity, SharePoint, Software Documentation, Data Warehousing
Education
Blue Hills Technical Institute
Associates Degree, Data Processing and Computer Programming
Boston University
Project Management Certificate Program, Project Management
Willis Beal | MBA Willis Beal | MBA's Brown Brothers Harriman & Co. Experience July 2010 - May 2015
Job Team Leader at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman & Co. July 2010 - May 2015
Brown Brothers Harriman March 2008 - June 2010
Brown Brothers Harriman April 2006 - February 2008
Fairchild Semiconductor June 2005 - December 2005
United States Senate March 2004 - June 2004
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Project Management, Business Analysis, Valuation, Customer Service, Risk Management, Strategic Planning, Financial Modeling, Management, Securities, Investments
Education
Boston University - School of Management 2010 — 2013
MBA, Strategy & General Management, Cum Laude
Union College 2001 — 2005
Bachelor's Degree, Major: Political Science, Minor: Economics, Cum Laude
National University of Ireland, Galway 2003 — 2003
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman & Co. July 2010 - May 2015
Brown Brothers Harriman March 2008 - June 2010
Brown Brothers Harriman April 2006 - February 2008
Fairchild Semiconductor June 2005 - December 2005
United States Senate March 2004 - June 2004
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Project Management, Business Analysis, Valuation, Customer Service, Risk Management, Strategic Planning, Financial Modeling, Management, Securities, Investments
Education
Boston University - School of Management 2010 — 2013
MBA, Strategy & General Management, Cum Laude
Union College 2001 — 2005
Bachelor's Degree, Major: Political Science, Minor: Economics, Cum Laude
National University of Ireland, Galway 2003 — 2003
Emil K. Hemsey Emil K. Hemsey's Brown Brothers Harriman & Co. Experience March 1999 - September 2001
Job Member at Hemsey Associates, LLC
Industry Financial Services
Experience
Hemsey Associates, LLC June 2013 - Present
S&P Capital IQ March 2007 - June 2013
Citigroup Asset Management September 2001 - June 2006
Brown Brothers Harriman & Co. March 1999 - September 2001
Skills
New Business Development, Relationship Development, Account Management, Client Service, Sales Presentations, Contract Negotiation, Market Intelligence, Key Account Development, Strategic Planning, Tactical Development, Deal Execution, Financial Services, Fixed Income, Capital Markets, Salesforce.com, Relationship Management, Mutual Funds, Structured Finance, Securitization, Equities, Financial Markets, Derivatives, Portfolio Management, Strategy, Bonds, Investments, Business Development, Investment Banking, Trading, CRM, Investment Management, Leadership, Market Data, Property & Casualty..., Commercial Insurance, Life Insurance, Health Insurance, Umbrella Insurance, Strategic Financial..., Retirement Planning, Retirement Plan..., Securities, Alternative Investments, Series 63, Client Services, Risk Management, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BA, Double Major: English & Political Science
Hemsey Associates, LLC June 2013 - Present
S&P Capital IQ March 2007 - June 2013
Citigroup Asset Management September 2001 - June 2006
Brown Brothers Harriman & Co. March 1999 - September 2001
Skills
New Business Development, Relationship Development, Account Management, Client Service, Sales Presentations, Contract Negotiation, Market Intelligence, Key Account Development, Strategic Planning, Tactical Development, Deal Execution, Financial Services, Fixed Income, Capital Markets, Salesforce.com, Relationship Management, Mutual Funds, Structured Finance, Securitization, Equities, Financial Markets, Derivatives, Portfolio Management, Strategy, Bonds, Investments, Business Development, Investment Banking, Trading, CRM, Investment Management, Leadership, Market Data, Property & Casualty..., Commercial Insurance, Life Insurance, Health Insurance, Umbrella Insurance, Strategic Financial..., Retirement Planning, Retirement Plan..., Securities, Alternative Investments, Series 63, Client Services, Risk Management, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BA, Double Major: English & Political Science
Ryan Biasi, CPM, MBA Ryan Biasi, CPM, MBA's Brown Brothers Harriman & Co. Experience August 2006 - July 2007
Job Project Manager, AIG
Industry Insurance
Experience
AIG July 2015 - Present
AIG May 2014 - June 2015
AIG July 2012 - April 2014
AIG September 2010 - June 2012
AIG August 2007 - August 2010
Brown Brothers Harriman & Co. August 2006 - July 2007
JPMorgan Chase Bank November 2002 - July 2006
Skills
Business Analysis, Process Improvement, Requirements Gathering, Risk Management, Financial Services, SDLC, Project Management, Data Analysis, Business Requirements, Insurance, Business Process..., Portfolio Management, SQL, Fixed Income, Project Planning, Resource Management, Public Relations, Accounting System, Test Strategy, Test Execution
Education
Monmouth University 2003 — 2006
MBA, Business Administration
The University of Connecticut 1993 — 1998
BS
OTHS
AIG July 2015 - Present
AIG May 2014 - June 2015
AIG July 2012 - April 2014
AIG September 2010 - June 2012
AIG August 2007 - August 2010
Brown Brothers Harriman & Co. August 2006 - July 2007
JPMorgan Chase Bank November 2002 - July 2006
Skills
Business Analysis, Process Improvement, Requirements Gathering, Risk Management, Financial Services, SDLC, Project Management, Data Analysis, Business Requirements, Insurance, Business Process..., Portfolio Management, SQL, Fixed Income, Project Planning, Resource Management, Public Relations, Accounting System, Test Strategy, Test Execution
Education
Monmouth University 2003 — 2006
MBA, Business Administration
The University of Connecticut 1993 — 1998
BS
OTHS
Elsa Moyer's Brown Brothers Harriman & Co. Experience February 2006 - Present
Job manager at Brown Brothers Harriman & Co.
Industry
Experience
Brown Brothers Harriman & Co. February 2006 - Present
Brown Brothers Harriman & Co. February 2006 - Present
Education
Harvard University 1996 — 2000
Brown Brothers Harriman & Co. February 2006 - Present
Brown Brothers Harriman & Co. February 2006 - Present
Education
Harvard University 1996 — 2000
John J. Krall John J. Krall's Brown Brothers Harriman & Co. Experience May 1995 - Present
Job Senior Vice President at Brown Brothers Harriman & Co.
Industry Information Technology and Services
Experience
Brown Brothers Harriman & Co. May 1995 - Present
CBS Corporation August 1994 - May 1995
Integrated Systems Solutions Corp (subsidiary of IBM) December 1991 - July 1994
Supermarkets General Corp. (Pathmark) February 1985 - December 1991
Skills
Enterprise Architecture, OLTP Design, MQSeries, Middleware Management, Database Management, Oracle Exadata..., SDLC, CICS, Disaster Recovery, Vendor Management, Databases, IT Management, Oracle, Unix, Performance Tuning, DB2, UDB, Data Warehousing, Business Intelligence, OLTP, Database Administration, Oracle Database, MQSI, Exadata, Requirements Analysis
Education
Rutgers University-New Brunswick
BA, Computer Science
Brown Brothers Harriman & Co. May 1995 - Present
CBS Corporation August 1994 - May 1995
Integrated Systems Solutions Corp (subsidiary of IBM) December 1991 - July 1994
Supermarkets General Corp. (Pathmark) February 1985 - December 1991
Skills
Enterprise Architecture, OLTP Design, MQSeries, Middleware Management, Database Management, Oracle Exadata..., SDLC, CICS, Disaster Recovery, Vendor Management, Databases, IT Management, Oracle, Unix, Performance Tuning, DB2, UDB, Data Warehousing, Business Intelligence, OLTP, Database Administration, Oracle Database, MQSI, Exadata, Requirements Analysis
Education
Rutgers University-New Brunswick
BA, Computer Science
Wes Gardner Wes Gardner's Brown Brothers Harriman & Co. Experience August 2009 - October 2010
Job Senior Analyst/ Associate Change Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman October 2013 - June 2015
Brown Brothers Harriman October 2010 - October 2013
Brown Brothers Harriman & Co. August 2009 - October 2010
Brown Brothers Harriman July 2007 - August 2009
Brown Brothers Harriman, Dublin August 2007 - December 2007
Brown Brothers Harriman, Boston May 2007 - August 2007
Ameriprise Financial Advisors August 2006 - December 2006
Mercer Human Resource Consulting May 2006 - August 2006
Skills
Microsoft Excel, Financial Services, Analysis, Finance, Mutual Funds, Investments, Equities, Process Improvement, Portfolio Management, Bloomberg
Education
Boston University
MBA
Marist College 2003 — 2007
Dublin Business School 2006 — 2006
European Economics
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman October 2013 - June 2015
Brown Brothers Harriman October 2010 - October 2013
Brown Brothers Harriman & Co. August 2009 - October 2010
Brown Brothers Harriman July 2007 - August 2009
Brown Brothers Harriman, Dublin August 2007 - December 2007
Brown Brothers Harriman, Boston May 2007 - August 2007
Ameriprise Financial Advisors August 2006 - December 2006
Mercer Human Resource Consulting May 2006 - August 2006
Skills
Microsoft Excel, Financial Services, Analysis, Finance, Mutual Funds, Investments, Equities, Process Improvement, Portfolio Management, Bloomberg
Education
Boston University
MBA
Marist College 2003 — 2007
Dublin Business School 2006 — 2006
European Economics
Brian Cingel Brian Cingel's Brown Brothers Harriman & Co. Experience 2004 - 2009
Job Director, Fund Tax Services LLC
Industry Financial Services
Experience
Fund Tax Services LLC August 2015 - Present
SS&C GlobeOp January 2013 - July 2015
The Regulatory Fundamentals Group LLC 2012 - 2012
CITCO Bank/CITCO Securities Inc. 2009 - 2011
Brown Brothers Harriman & Co. 2004 - 2009
RR Donnelley 2001 - 2004
Irish Intercontinental Bank 2000 - 2001
St. Edwards High School 1999 - 2000
National City Bank 1999 - 1999
MML Investors 1998 - 1999
Skills
Business Development, Asset Managment, Derivatives, Mutual Funds, Hedge Funds, Investments, Financial Services, Asset Management, Wealth Management, Securities, Equities, Alternative Investments, Fixed Income, Capital Markets, Investment Management, Portfolio Management
Education
John Carroll University 1990 — 1993
Bachelor of Arts (B.A.), Communications
Villanova University 1988 — 1990
Benedictine Bengals 1984 — 1988
Gesu Bulldogs
Fund Tax Services LLC August 2015 - Present
SS&C GlobeOp January 2013 - July 2015
The Regulatory Fundamentals Group LLC 2012 - 2012
CITCO Bank/CITCO Securities Inc. 2009 - 2011
Brown Brothers Harriman & Co. 2004 - 2009
RR Donnelley 2001 - 2004
Irish Intercontinental Bank 2000 - 2001
St. Edwards High School 1999 - 2000
National City Bank 1999 - 1999
MML Investors 1998 - 1999
Skills
Business Development, Asset Managment, Derivatives, Mutual Funds, Hedge Funds, Investments, Financial Services, Asset Management, Wealth Management, Securities, Equities, Alternative Investments, Fixed Income, Capital Markets, Investment Management, Portfolio Management
Education
John Carroll University 1990 — 1993
Bachelor of Arts (B.A.), Communications
Villanova University 1988 — 1990
Benedictine Bengals 1984 — 1988
Gesu Bulldogs
Noreen Kelliher's Brown Brothers Harriman & Co. Experience January 2005 - Present
Job Vice President at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. January 2005 - Present
State Street Bank December 1993 - January 2005
Eskenas, Schlossberg & Kaplan November 1991 - September 1993
Skills
Financial Services, Global Custody, Equities, Fixed Income, Requirements Analysis, SDLC, Securities, Risk Management, Corporate Actions, Project Management, Business Analysis, Mutual Funds, Program Management, Securities Lending, Visio, Vendor Management, Alternative Investments, Asset Managment, Capital Markets, Asset Management, Investments, Bloomberg, Business Requirements, Derivatives, Process Improvement, Trading Systems, Requirements Gathering, Fund Accounting, Investment Banking, Relationship Management, Change Management, Financial Analysis, Banking, Portfolio Management, Six Sigma Black Belt, PMP Certified, Back Office, Bloomberg Terminal, Bonds, Business Process..., Client Services, Financial Risk, Financial Markets, Fund Administration, Investment Management, Management, Market Data, Middle Office, Operational Risk, PMP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
MBA, Intl Business
Regis College 1987 — 1991
BA, Political Science, Intl. Studies
Brown Brothers Harriman & Co. January 2005 - Present
State Street Bank December 1993 - January 2005
Eskenas, Schlossberg & Kaplan November 1991 - September 1993
Skills
Financial Services, Global Custody, Equities, Fixed Income, Requirements Analysis, SDLC, Securities, Risk Management, Corporate Actions, Project Management, Business Analysis, Mutual Funds, Program Management, Securities Lending, Visio, Vendor Management, Alternative Investments, Asset Managment, Capital Markets, Asset Management, Investments, Bloomberg, Business Requirements, Derivatives, Process Improvement, Trading Systems, Requirements Gathering, Fund Accounting, Investment Banking, Relationship Management, Change Management, Financial Analysis, Banking, Portfolio Management, Six Sigma Black Belt, PMP Certified, Back Office, Bloomberg Terminal, Bonds, Business Process..., Client Services, Financial Risk, Financial Markets, Fund Administration, Investment Management, Management, Market Data, Middle Office, Operational Risk, PMP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
MBA, Intl Business
Regis College 1987 — 1991
BA, Political Science, Intl. Studies
David Swenton David Swenton's Brown Brothers Harriman & Co. Experience February 2004 - April 2005
Job Finance Manager at Unilever
Industry Consumer Goods
Experience
Unilever March 2015 - Present
Unilever April 2014 - March 2015
Unilever June 2012 - April 2014
Target June 2011 - August 2011
Peace Corps October 2008 - April 2010
General Dynamics Information Technology June 2007 - September 2008
General Dynamics Information Technology December 2006 - June 2007
General Dynamics Information Technology April 2005 - December 2006
Brown Brothers Harriman & Co. February 2004 - April 2005
Skills
Analysis, Business Strategy, Analytics, CRM, Competitive Analysis, Corporate Finance, Cross-functional Team..., Data Analysis, Finance, Emerging Markets, Financial Analysis, Financial Reporting, Financial Modeling, Leadership, Process Improvement, Program Management, Project Management, Strategic Financial..., Strategy, Valuation, Forecasting, Mergers & Acquisitions, Business Planning, Strategic Planning, Market Research, Due Diligence, Business Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Boston University Questrom School of Business 1998 — 2002
Business Administration, Finance
Unilever March 2015 - Present
Unilever April 2014 - March 2015
Unilever June 2012 - April 2014
Target June 2011 - August 2011
Peace Corps October 2008 - April 2010
General Dynamics Information Technology June 2007 - September 2008
General Dynamics Information Technology December 2006 - June 2007
General Dynamics Information Technology April 2005 - December 2006
Brown Brothers Harriman & Co. February 2004 - April 2005
Skills
Analysis, Business Strategy, Analytics, CRM, Competitive Analysis, Corporate Finance, Cross-functional Team..., Data Analysis, Finance, Emerging Markets, Financial Analysis, Financial Reporting, Financial Modeling, Leadership, Process Improvement, Program Management, Project Management, Strategic Financial..., Strategy, Valuation, Forecasting, Mergers & Acquisitions, Business Planning, Strategic Planning, Market Research, Due Diligence, Business Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Boston University Questrom School of Business 1998 — 2002
Business Administration, Finance
Amelia O'Connor, MBA Amelia O'Connor, MBA's Brown Brothers Harriman & Co. Experience January 2007 - April 2010
Job Research Director at Millward Brown Digital
Industry Market Research
Experience
Millward Brown Digital January 2015 - Present
Millward Brown Digital May 2013 - January 2015
Dynamic Logic - Millward Brown's Digital Practice January 2012 - April 2013
Forrester Research October 2010 - December 2011
Forrester Research June 2010 - October 2010
Brown Brothers Harriman April 2010 - June 2010
Brown Brothers Harriman & Co. January 2007 - April 2010
Lester Harry's, Inc. February 2001 - September 2008
Puma North America June 2006 - January 2007
National Safety Council June 2005 - August 2005
Skills
SPSS, Outlook, PowerPoint, French, Microsoft Excel, Market Research, Data Analysis, Online Advertising, Strategy, Analytics, Marketing Strategy, Advertising Research, Online Research, Survey Research, Microsoft Word, Digital, Digital Media, Excel, Online Community..., Word, Navigation, Lotus Notes, Social Media, Microsoft Office, Qualitative Research, E-commerce, Customer Insight, Segmentation, Statistics, Facebook, Competitive Intelligence, Consumer Behaviour, Market Analysis, Project Management, Marketing, Management, Quantitative Research, Survey Design, Advertising, Primary Research, Marketing Research, Focus Groups, Management Consulting, Competitive Analysis, Report Writing, Research, Questionnaire Design
Education
Boston University - School of Management 2008 — 2011
MBA, Marketing/Strategy & Leadership/Organizational Change
Union College 2002 — 2006
Bachelor of Arts, Political Science/French
Marblehead High School 1998 — 2002
Millward Brown Digital January 2015 - Present
Millward Brown Digital May 2013 - January 2015
Dynamic Logic - Millward Brown's Digital Practice January 2012 - April 2013
Forrester Research October 2010 - December 2011
Forrester Research June 2010 - October 2010
Brown Brothers Harriman April 2010 - June 2010
Brown Brothers Harriman & Co. January 2007 - April 2010
Lester Harry's, Inc. February 2001 - September 2008
Puma North America June 2006 - January 2007
National Safety Council June 2005 - August 2005
Skills
SPSS, Outlook, PowerPoint, French, Microsoft Excel, Market Research, Data Analysis, Online Advertising, Strategy, Analytics, Marketing Strategy, Advertising Research, Online Research, Survey Research, Microsoft Word, Digital, Digital Media, Excel, Online Community..., Word, Navigation, Lotus Notes, Social Media, Microsoft Office, Qualitative Research, E-commerce, Customer Insight, Segmentation, Statistics, Facebook, Competitive Intelligence, Consumer Behaviour, Market Analysis, Project Management, Marketing, Management, Quantitative Research, Survey Design, Advertising, Primary Research, Marketing Research, Focus Groups, Management Consulting, Competitive Analysis, Report Writing, Research, Questionnaire Design
Education
Boston University - School of Management 2008 — 2011
MBA, Marketing/Strategy & Leadership/Organizational Change
Union College 2002 — 2006
Bachelor of Arts, Political Science/French
Marblehead High School 1998 — 2002
Bill Boone's Brown Brothers Harriman & Co. Experience February 1993 - July 2002
Job
Industry Information Technology and Services
Experience
Collaborative Consulting November 2012 - August 2014
Mass Probiotics August 2006 - October 2012
Mass Probiotics LLC August 2006 - August 2009
Independent Consultant November 2005 - April 2006
Smith & Nephew May 2003 - April 2004
Booz Allen Hamilton September 2003 - December 2003
Brown Brothers Harriman & Co. February 1993 - July 2002
Skills
Finance, Business Analysis, Entrepreneurship, Start-ups, Investments, Business Strategy, Financial Modeling, Project Management, Mergers & Acquisitions, Analytics, Strategic Planning, Competitive Analysis, Product Development, Financial Analysis, Marketing Strategy, Venture Capital, Analysis, Strategy, Business Development, Management Consulting, Relationship Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA
Harvard College 1988 — 1992
AB
Hellgate High School
Collaborative Consulting November 2012 - August 2014
Mass Probiotics August 2006 - October 2012
Mass Probiotics LLC August 2006 - August 2009
Independent Consultant November 2005 - April 2006
Smith & Nephew May 2003 - April 2004
Booz Allen Hamilton September 2003 - December 2003
Brown Brothers Harriman & Co. February 1993 - July 2002
Skills
Finance, Business Analysis, Entrepreneurship, Start-ups, Investments, Business Strategy, Financial Modeling, Project Management, Mergers & Acquisitions, Analytics, Strategic Planning, Competitive Analysis, Product Development, Financial Analysis, Marketing Strategy, Venture Capital, Analysis, Strategy, Business Development, Management Consulting, Relationship Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA
Harvard College 1988 — 1992
AB
Hellgate High School
Anthony Dibartolomeo Anthony Dibartolomeo's Brown Brothers Harriman & Co. Experience August 2012 - October 2013
Job Senior Data Integrity Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2014 - Present
MFS Investment Management January 2014 - September 2014
Brown Brothers Harriman & Co. August 2012 - October 2013
Roger Williams University October 2011 - May 2012
Roger Williams University October 2010 - May 2011
Skills
Bloomberg Terminal, Morningstar Direct, Microsoft Excel
Education
Roger Williams University 2009 — 2012
Bachelor of Science, Finance, Cum Laude
University of Wollongong 2011 — 2011
Xaverian Brothers High School
MFS Investment Management October 2014 - Present
MFS Investment Management January 2014 - September 2014
Brown Brothers Harriman & Co. August 2012 - October 2013
Roger Williams University October 2011 - May 2012
Roger Williams University October 2010 - May 2011
Skills
Bloomberg Terminal, Morningstar Direct, Microsoft Excel
Education
Roger Williams University 2009 — 2012
Bachelor of Science, Finance, Cum Laude
University of Wollongong 2011 — 2011
Xaverian Brothers High School
Chris Maescher Chris Maescher's Brown Brothers Harriman & Co. Experience March 1996 - January 1998
Job Director at Fidelity Prime Services
Industry Financial Services
Experience
Fidelity Family Office Services March 2014 - Present
Fidelity Investments February 2007 - Present
National Financial Project Management August 2004 - February 2007
Fidelity Brokerage Company January 2003 - August 2004
Fidelity Brokerage Company October 2000 - January 2003
Wells Fargo Home Mortgage February 1999 - July 2000
COLUMBIA NATIONAL MORTGAGE INC January 1998 - February 1999
BROWN BROTHERS HARRIMAN & CO March 1996 - January 1998
Brown Brothers Harriman & Co. October 1994 - March 1996
CHASE MANHATTAN PFS September 1992 - August 1994
Education
New England College 1988 — 1992
Bachelor of Science, Business Administration; Management
Fidelity Family Office Services March 2014 - Present
Fidelity Investments February 2007 - Present
National Financial Project Management August 2004 - February 2007
Fidelity Brokerage Company January 2003 - August 2004
Fidelity Brokerage Company October 2000 - January 2003
Wells Fargo Home Mortgage February 1999 - July 2000
COLUMBIA NATIONAL MORTGAGE INC January 1998 - February 1999
BROWN BROTHERS HARRIMAN & CO March 1996 - January 1998
Brown Brothers Harriman & Co. October 1994 - March 1996
CHASE MANHATTAN PFS September 1992 - August 1994
Education
New England College 1988 — 1992
Bachelor of Science, Business Administration; Management
Thomas Eklund Thomas Eklund's Brown Brothers Harriman & Co. Experience November 2011 - Present
Job Technical Business Analyst at Brown Brothers Harriman & Co.
Industry Computer Software
Experience
Brown Brothers Harriman & Co. November 2011 - Present
Self-funded project January 2009 - October 2011
Brown Brothers Harriman & Co. August 2008 - December 2008
Covidien April 2008 - July 2008
Project Developer, Inc. August 2007 - March 2008
InfoTrends, Inc. October 2004 - July 2007
Independent contractor February 2002 - August 2004
Skills
Software Documentation, Business Analysis, Databases, Access, Business Intelligence
Education
Rhode Island College 1990 — 1996
Bachelor's Degree, Economics, Graduated magna cum laude with both College and General Education Honors
Brown Brothers Harriman & Co. November 2011 - Present
Self-funded project January 2009 - October 2011
Brown Brothers Harriman & Co. August 2008 - December 2008
Covidien April 2008 - July 2008
Project Developer, Inc. August 2007 - March 2008
InfoTrends, Inc. October 2004 - July 2007
Independent contractor February 2002 - August 2004
Skills
Software Documentation, Business Analysis, Databases, Access, Business Intelligence
Education
Rhode Island College 1990 — 1996
Bachelor's Degree, Economics, Graduated magna cum laude with both College and General Education Honors
Gerald (Jerry) Lavish Gerald (Jerry) Lavish's Brown Brothers Harriman & Co. Experience September 1998 - May 2000
Job Director at KPMG Management Consulting
Industry Financial Services
Experience
KPMG December 2013 - Present
Capco March 2013 - November 2013
Capco September 2010 - March 2013
One East Partners May 2006 - September 2010
G2 Systems, LLC September 2005 - May 2006
Lavish Consulting June 2003 - May 2006
National Securities Corporation May 2005 - December 2005
Chardan Capital Markets, LLC June 2003 - May 2005
Lord, Abbett & Co. May 2000 - June 2003
Brown Brothers Harriman & Co. September 1998 - May 2000
Skills
Equities, Hedge Funds, Capital Markets, Trading, Financial Services, Trading Systems, Portfolio Management, Financial Markets, Risk Management, Electronic Trading, Financial Modeling, Valuation, Prime Brokerage, Investments, Project Management, Securities, Fixed Income, Program Management, Management Consulting, Portfolio Optimization, Risk Analytics, Bonds, Financial Risk, Asset Allocation, Alternative Investments, Mutual Funds, Order Management, Derivatives, Finance, Options, FX Options, Equity Derivatives, Market Data, Axys, Investment Banking, High Frequency Trading, Electronic Trading..., Asset Backed Securities, Quantitative Modeling, VWAP, Quantitative Research, FIX, Advent Geneva, Order Management Systems, Equity Swaps, VBA, Modernist Cuisine, Programming Languages
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Columbia University in the City of New York 1987 — 1992
B.S., Computer Science
Groton School 1982 — 1987
HS Diploma, High School Diploma
International Culinary Center
French Cuisine, Modernist & French Cuisine
KPMG December 2013 - Present
Capco March 2013 - November 2013
Capco September 2010 - March 2013
One East Partners May 2006 - September 2010
G2 Systems, LLC September 2005 - May 2006
Lavish Consulting June 2003 - May 2006
National Securities Corporation May 2005 - December 2005
Chardan Capital Markets, LLC June 2003 - May 2005
Lord, Abbett & Co. May 2000 - June 2003
Brown Brothers Harriman & Co. September 1998 - May 2000
Skills
Equities, Hedge Funds, Capital Markets, Trading, Financial Services, Trading Systems, Portfolio Management, Financial Markets, Risk Management, Electronic Trading, Financial Modeling, Valuation, Prime Brokerage, Investments, Project Management, Securities, Fixed Income, Program Management, Management Consulting, Portfolio Optimization, Risk Analytics, Bonds, Financial Risk, Asset Allocation, Alternative Investments, Mutual Funds, Order Management, Derivatives, Finance, Options, FX Options, Equity Derivatives, Market Data, Axys, Investment Banking, High Frequency Trading, Electronic Trading..., Asset Backed Securities, Quantitative Modeling, VWAP, Quantitative Research, FIX, Advent Geneva, Order Management Systems, Equity Swaps, VBA, Modernist Cuisine, Programming Languages
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Columbia University in the City of New York 1987 — 1992
B.S., Computer Science
Groton School 1982 — 1987
HS Diploma, High School Diploma
International Culinary Center
French Cuisine, Modernist & French Cuisine
Susanna Nichols Susanna Nichols's Brown Brothers Harriman & Co. Experience 1994 - 1998
Job Partner at Amity Search Partners
Industry Staffing and Recruiting
Experience
Amity Search Partners January 2009 - Present
SG Partners June 2001 - January 2009
J. H. Whitney 1998 - 2000
Brown Brothers Harriman & Co. 1994 - 1998
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
University of Wisconsin-Madison
BA, Economics
Amity Search Partners January 2009 - Present
SG Partners June 2001 - January 2009
J. H. Whitney 1998 - 2000
Brown Brothers Harriman & Co. 1994 - 1998
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
University of Wisconsin-Madison
BA, Economics
Caroline A. Van Allen Caroline A. Van Allen's Brown Brothers Harriman & Co. Experience December 2014 - Present
Job Tax Operations Analyst at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. December 2014 - Present
Massachusetts State Senate June 2013 - August 2013
Rhode Island General Assembly February 2013 - May 2013
Office of Lt. Governor Elizabeth Roberts September 2012 - December 2012
Talbots May 2009 - September 2012
Kelly's Roast Beef June 2007 - September 2008
Skills
Research, Government, PowerPoint, Politics, Facebook, Policy, Recruiting, Sales, Leadership, Microsoft Word, Event Planning, Social Networking, Microsoft Excel
Education
Bryant University 2009 — 2013
Bachelor of Arts (B.A.), Politics & Law, Business Administration, Finance
LiveMocha.com 2011 — 2012
University of Westminster 2011 — 2011
Our Lady of Nazareth Academy 2005 — 2009
High School, Honor Roll every trimester
Melrose Veterans Memorial Middle School 2003 — 2005
Mystic Valley Regional Charter School 1998 — 2003
Brown Brothers Harriman & Co. December 2014 - Present
Massachusetts State Senate June 2013 - August 2013
Rhode Island General Assembly February 2013 - May 2013
Office of Lt. Governor Elizabeth Roberts September 2012 - December 2012
Talbots May 2009 - September 2012
Kelly's Roast Beef June 2007 - September 2008
Skills
Research, Government, PowerPoint, Politics, Facebook, Policy, Recruiting, Sales, Leadership, Microsoft Word, Event Planning, Social Networking, Microsoft Excel
Education
Bryant University 2009 — 2013
Bachelor of Arts (B.A.), Politics & Law, Business Administration, Finance
LiveMocha.com 2011 — 2012
University of Westminster 2011 — 2011
Our Lady of Nazareth Academy 2005 — 2009
High School, Honor Roll every trimester
Melrose Veterans Memorial Middle School 2003 — 2005
Mystic Valley Regional Charter School 1998 — 2003
Michael Vellucci Michael Vellucci's Brown Brothers Harriman & Co. Experience August 2013 - Present
Job Senior Vice President at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. August 2013 - Present
Brown Brothers Harriman August 2011 - August 2013
Brown Brothers Harriman July 2000 - August 2011
Brown Brothers Harriman November 1998 - July 2000
BDM International August 1997 - August 1998
US Navy August 1992 - August 1997
Skills
Alternative Investments, Financial Analysis, Financial Modeling, Risk Management, Strategic Planning, Business Strategy, Capital Markets, Derivatives, Corporate Finance, Trading, Finance
Education
Columbia Business School 2010 — 2011
Master of Business Administration (M.B.A.)
Old Dominion University 1992 — 1998
Bachelor's Degree, Political Science, Magna Cum Laude
Brown Brothers Harriman & Co. August 2013 - Present
Brown Brothers Harriman August 2011 - August 2013
Brown Brothers Harriman July 2000 - August 2011
Brown Brothers Harriman November 1998 - July 2000
BDM International August 1997 - August 1998
US Navy August 1992 - August 1997
Skills
Alternative Investments, Financial Analysis, Financial Modeling, Risk Management, Strategic Planning, Business Strategy, Capital Markets, Derivatives, Corporate Finance, Trading, Finance
Education
Columbia Business School 2010 — 2011
Master of Business Administration (M.B.A.)
Old Dominion University 1992 — 1998
Bachelor's Degree, Political Science, Magna Cum Laude
Salman Kazmi Salman Kazmi's Brown Brothers Harriman & Co. Experience March 2008 - September 2009
Job Senior Project Manager at Advertising Specialty Institute
Industry Financial Services
Experience
Advertising Specialty Institute August 2015 - Present
Brown Brothers Harriman December 2014 - Present
Advertising Specialty Institute August 2012 - December 2014
Brown Brothers Harriman February 2010 - August 2012
Accenture Technology Solutions October 2009 - February 2010
Brown Brothers Harriman & Co. March 2008 - September 2009
UBS Investment Bank March 2007 - March 2008
Pakistan Gum and Chemicals March 2001 - June 2003
Skills
Business Analysis, Requirements Gathering, Vendor Management, SDLC, User Acceptance Testing, Quality Assurance, Software Project..., Requirements Analysis, Integration, Program Management, Business Requirements, Testing, Systems Analysis, Leadership, Data Warehousing, IT Management, Project Management, Process Improvement, Management, Business Intelligence, SQL, Scrum, Software Development, Resource Management, Agile Methodologies, Atlassian JIRA, User Stories, Sprint Planning, Business Process, Process Flow, Visio, Risk Management, MS Project, Agile Project Management, Sprints, PMP, Project Portfolio..., Android Development, iOS development, PhoneGap, PMO, Technical Analysis, Microsoft Project, Confluence, Conflict Resolution, Foreign Exchange, FX Swaps, Forwards, Currency Exchange
Education
Stevens Institute of Technology 2003 — 2005
ME, Engineering Management, Project Management
NED University of Engineering and Technology 1997 — 2000
BE, Electrical Engineering
Advertising Specialty Institute August 2015 - Present
Brown Brothers Harriman December 2014 - Present
Advertising Specialty Institute August 2012 - December 2014
Brown Brothers Harriman February 2010 - August 2012
Accenture Technology Solutions October 2009 - February 2010
Brown Brothers Harriman & Co. March 2008 - September 2009
UBS Investment Bank March 2007 - March 2008
Pakistan Gum and Chemicals March 2001 - June 2003
Skills
Business Analysis, Requirements Gathering, Vendor Management, SDLC, User Acceptance Testing, Quality Assurance, Software Project..., Requirements Analysis, Integration, Program Management, Business Requirements, Testing, Systems Analysis, Leadership, Data Warehousing, IT Management, Project Management, Process Improvement, Management, Business Intelligence, SQL, Scrum, Software Development, Resource Management, Agile Methodologies, Atlassian JIRA, User Stories, Sprint Planning, Business Process, Process Flow, Visio, Risk Management, MS Project, Agile Project Management, Sprints, PMP, Project Portfolio..., Android Development, iOS development, PhoneGap, PMO, Technical Analysis, Microsoft Project, Confluence, Conflict Resolution, Foreign Exchange, FX Swaps, Forwards, Currency Exchange
Education
Stevens Institute of Technology 2003 — 2005
ME, Engineering Management, Project Management
NED University of Engineering and Technology 1997 — 2000
BE, Electrical Engineering
Mark Bruinooge's Brown Brothers Harriman & Co. Experience 1995 - 1999
Job
Industry Internet
Experience
Seismic December 2009 - Present
Queen City Forward April 2014 - Present
Tykoon March 2011 - Present
Fern Templeton April 2006 - January 2010
Bank of America April 2003 - April 2006
Hambrecht & Quist 1999 - 2002
Brown Brothers Harriman & Co. 1995 - 1999
Skills
Private Equity, Mergers, E-commerce, Enterprise Software, Venture Capital, Business Process..., Strategy, Entrepreneurship, Mergers & Acquisitions, Corporate Development, Financial Services, Marketing Strategy, Management, Start-ups, Business Transformation, Executive Management, Business Strategy, Strategic Partnerships, Management Consulting
Education
Lafayette College 1989 — 1993
BA
Seismic December 2009 - Present
Queen City Forward April 2014 - Present
Tykoon March 2011 - Present
Fern Templeton April 2006 - January 2010
Bank of America April 2003 - April 2006
Hambrecht & Quist 1999 - 2002
Brown Brothers Harriman & Co. 1995 - 1999
Skills
Private Equity, Mergers, E-commerce, Enterprise Software, Venture Capital, Business Process..., Strategy, Entrepreneurship, Mergers & Acquisitions, Corporate Development, Financial Services, Marketing Strategy, Management, Start-ups, Business Transformation, Executive Management, Business Strategy, Strategic Partnerships, Management Consulting
Education
Lafayette College 1989 — 1993
BA
Mia Montagna's Brown Brothers Harriman & Co. Experience June 2000 - June 2003
Job
Industry Investment Banking
Experience
Citigroup June 2006 - Present
Citigroup June 2006 - September 2011
Rabobank International May 2004 - August 2004
Brown Brothers Harriman & Co. June 2000 - June 2003
Fischer Francis Trees & Watts, Inc. September 1998 - June 2000
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance and Leadership
University of Notre Dame
BA, Cum Laude, Film, Television, and Theatre
Sacred Heart
Citigroup June 2006 - Present
Citigroup June 2006 - September 2011
Rabobank International May 2004 - August 2004
Brown Brothers Harriman & Co. June 2000 - June 2003
Fischer Francis Trees & Watts, Inc. September 1998 - June 2000
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance and Leadership
University of Notre Dame
BA, Cum Laude, Film, Television, and Theatre
Sacred Heart
Laura Lucchesi, PMP, CUA's Brown Brothers Harriman & Co. Experience 1996 - 1997
Job Associate, User Experience and Business Analyst
Industry Information Technology and Services
Experience
JPMorgan Chase February 1999 - May 2015
Holy Rosary Elementary School September 2011 - June 2012
JPMorgan Chase October 2008 - July 2011
JPMorgan Chase February 1999 - October 2008
JPMorgan Chase 1999 - 2004
Pershing 1997 - 1999
Brown Brothers Harriman & Co. 1996 - 1997
NYU Medical Center 1996 - 1996
Morgan Stanley Dean Witter 1989 - 1996
Prudential Securities 1986 - 1989
Skills
Usability Testing, User Experience, User-centered Design, Requirements Analysis, Usability, Testing, Web Applications, SAS, SDLC, Heuristic Evaluation, Requirements Gathering, JIRA, Business Analysis, Vendor Management, JavaScript, CSS, Quality Assurance, PMP, Information Architecture, Quality Center, HTML, Intranet, Agile Methodologies, Visio, Mainframe, Business Requirements, User Acceptance Testing, Accessibility, Photoshop, COBOL, SQL, User Research, Usability Engineering, Wireframes, ASP, QTP, VBScript, JSP, Data Security, Paint Shop Pro, VLAN, Vignette, Application Development, MS Project, Card Sorting, Prototyping, Application Design, Front-end Development, Documentation, SQL Server
Education
Project Management Institute 2005 — 2005
Certified PMP, Project Management Profesional
Human Factors International 2004 — 2004
Certified Usability Analyst, Usability
Baruch College 1988 — 1993
Master of Science, Computer Methodology
New York University 1988 — 1993
Master of Science (M.S.), Computer Methodology
Pace University 1982 — 1985
Bachelor of Science, Computer Science
Bishop Kearney H.S. 1979 — 1982
1982, Regents Diploma
St. Michael's 1970 — 1978
JPMorgan Chase February 1999 - May 2015
Holy Rosary Elementary School September 2011 - June 2012
JPMorgan Chase October 2008 - July 2011
JPMorgan Chase February 1999 - October 2008
JPMorgan Chase 1999 - 2004
Pershing 1997 - 1999
Brown Brothers Harriman & Co. 1996 - 1997
NYU Medical Center 1996 - 1996
Morgan Stanley Dean Witter 1989 - 1996
Prudential Securities 1986 - 1989
Skills
Usability Testing, User Experience, User-centered Design, Requirements Analysis, Usability, Testing, Web Applications, SAS, SDLC, Heuristic Evaluation, Requirements Gathering, JIRA, Business Analysis, Vendor Management, JavaScript, CSS, Quality Assurance, PMP, Information Architecture, Quality Center, HTML, Intranet, Agile Methodologies, Visio, Mainframe, Business Requirements, User Acceptance Testing, Accessibility, Photoshop, COBOL, SQL, User Research, Usability Engineering, Wireframes, ASP, QTP, VBScript, JSP, Data Security, Paint Shop Pro, VLAN, Vignette, Application Development, MS Project, Card Sorting, Prototyping, Application Design, Front-end Development, Documentation, SQL Server
Education
Project Management Institute 2005 — 2005
Certified PMP, Project Management Profesional
Human Factors International 2004 — 2004
Certified Usability Analyst, Usability
Baruch College 1988 — 1993
Master of Science, Computer Methodology
New York University 1988 — 1993
Master of Science (M.S.), Computer Methodology
Pace University 1982 — 1985
Bachelor of Science, Computer Science
Bishop Kearney H.S. 1979 — 1982
1982, Regents Diploma
St. Michael's 1970 — 1978
Franck Prissert's Brown Brothers Harriman & Co. Experience 1980 - 1993
Job Luxury Realtor serving buyers & sellers; combining real estate market knowledge with 30+ years of investment expertise.
Industry Real Estate
Experience
Waterfront Properties & Club Communities 2015 - Present
Capital Max, Inc 1998 - 2015
NationsBanc Montgomery Securities, Inc 1996 - 1998
Brown Brothers Harriman & co. 1980 - 1993
American Cyanamid 1979 - 1980
Skills
Buyers Representation, Sellers Representation, Global Marketing, Market Intelligence, Local Market Expertise, Waterfront Homes, Club Communities, Transactional Integrity, Relationship Building, Time Management, 360 Communications, Team Expertise
Education
Columbia University - Columbia Business School 1977 — 1979
M.B.A, Finance and International Business
Chimie ParisTech - École Nationale Supérieure de Chimie de Paris 1975 — 1977
MSChe, Chemical Engineering
Waterfront Properties & Club Communities 2015 - Present
Capital Max, Inc 1998 - 2015
NationsBanc Montgomery Securities, Inc 1996 - 1998
Brown Brothers Harriman & co. 1980 - 1993
American Cyanamid 1979 - 1980
Skills
Buyers Representation, Sellers Representation, Global Marketing, Market Intelligence, Local Market Expertise, Waterfront Homes, Club Communities, Transactional Integrity, Relationship Building, Time Management, 360 Communications, Team Expertise
Education
Columbia University - Columbia Business School 1977 — 1979
M.B.A, Finance and International Business
Chimie ParisTech - École Nationale Supérieure de Chimie de Paris 1975 — 1977
MSChe, Chemical Engineering
Kenneth Ferrara's Brown Brothers Harriman & Co. Experience 1977 - 1978
Job Trusted Advisor, Knowledge Connector, Problem Definer
Industry Financial Services
Experience
Federal Home Loan Bank of Dallas 2010 - 2013
Federal Reserve Bank of New York 2008 - 2010
SunTrust 2003 - 2006
Canadian Imperial Bank of Commerce 1997 - 2001
Price Waterhouse 1993 - 1997
Bankers Trust New York Corp. 1991 - 1993
FGIC (GE Capital) 1990 - 1991
Manufacturers Hanover Trust Co. 1978 - 1990
Brown Brothers Harriman & Co. 1977 - 1978
Skills
Banking, Credit Risk, Enterprise Risk..., Risk Management, Capital Markets, Credit, Fixed Income, Financial Risk, Valuation, Leadership Development, Financial Modeling, Finance, Credit Analysis, Market Risk, Portfolio Management, Underwriting, Derivatives, Structured Finance, Operational Risk, Commercial Banking, Financial Services, Loans
Education
New York University - Leonard N. Stern School of Business
Advanced Professional Certificate, Finance
Boston University
Certificate in Financial Planning, Financial Planning and Services
Stanford University Graduate School of Business
Financial Management Program
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (MBA), Finance
Wagner College
Bachelor of Arts (BA), English Literature
Federal Home Loan Bank of Dallas 2010 - 2013
Federal Reserve Bank of New York 2008 - 2010
SunTrust 2003 - 2006
Canadian Imperial Bank of Commerce 1997 - 2001
Price Waterhouse 1993 - 1997
Bankers Trust New York Corp. 1991 - 1993
FGIC (GE Capital) 1990 - 1991
Manufacturers Hanover Trust Co. 1978 - 1990
Brown Brothers Harriman & Co. 1977 - 1978
Skills
Banking, Credit Risk, Enterprise Risk..., Risk Management, Capital Markets, Credit, Fixed Income, Financial Risk, Valuation, Leadership Development, Financial Modeling, Finance, Credit Analysis, Market Risk, Portfolio Management, Underwriting, Derivatives, Structured Finance, Operational Risk, Commercial Banking, Financial Services, Loans
Education
New York University - Leonard N. Stern School of Business
Advanced Professional Certificate, Finance
Boston University
Certificate in Financial Planning, Financial Planning and Services
Stanford University Graduate School of Business
Financial Management Program
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (MBA), Finance
Wagner College
Bachelor of Arts (BA), English Literature
Jim Sandoval's Brown Brothers Harriman & Co. Experience July 1987 - August 1990
Job
Industry Oil & Energy
Experience
Noble Energy, Inc. September 2007 - Present
Portfolio Decisions International, L.P. November 2005 - September 2007
Waste Management, Inc. October 2000 - September 2004
Atlantic Richfield Corporation (ARCO) May 1996 - October 2000
Deloitte & Touche Consulting Group November 1992 - May 1996
Brown Brothers Harriman & Co. July 1987 - August 1990
Skills
Corporate Finance, Management Consulting, Commodity Risk..., Financial Analysis, Strategic Planning, Private Banking, Enterprise Risk..., Strategic Financial..., Credit Analysis, Project Finance
Education
The University of Texas at Austin 1990 — 1992
MBA
State University of New York at Binghamton 1983 — 1987
Bachelor of Science (B.S.)
Croton-Harmon High School 1979 — 1983
H.S. Diploma
Noble Energy, Inc. September 2007 - Present
Portfolio Decisions International, L.P. November 2005 - September 2007
Waste Management, Inc. October 2000 - September 2004
Atlantic Richfield Corporation (ARCO) May 1996 - October 2000
Deloitte & Touche Consulting Group November 1992 - May 1996
Brown Brothers Harriman & Co. July 1987 - August 1990
Skills
Corporate Finance, Management Consulting, Commodity Risk..., Financial Analysis, Strategic Planning, Private Banking, Enterprise Risk..., Strategic Financial..., Credit Analysis, Project Finance
Education
The University of Texas at Austin 1990 — 1992
MBA
State University of New York at Binghamton 1983 — 1987
Bachelor of Science (B.S.)
Croton-Harmon High School 1979 — 1983
H.S. Diploma
Tom Slowe's Brown Brothers Harriman & Co. Experience February 2001 - February 2005
Job Helping training organizations achieve their potential....
Industry Professional Training & Coaching
Experience
Training Mentor, LLC May 2009 - Present
The University of Maryland Medical System October 2014 - September 2015
Bon Secours Health System September 2011 - October 2014
Elliot Hospital January 2011 - September 2011
Elliot Hospital September 2009 - December 2010
Fidelity Investments January 2009 - May 2009
Fidelity Investments May 2007 - December 2008
Hitachi Consulting October 2006 - May 2007
Accenture June 2005 - September 2006
Brown Brothers Harriman & Co. February 2001 - February 2005
Skills
Training, Organizational..., Performance Management, Software Documentation, Instructional Design, Leadership, Change Management, Visio, Program Management, Team Building, Performance Improvement, Process Improvement, Customer Service, Onboarding, EMR, Human Resources, CPOE, E-Learning, Time Management, Project Management, Leadership Development, Interviews, Employee Benefits, Employee Relations, Talent Management, Vendor Management, Instructor-led Training, Training Delivery, Staff Development, Management, Strategy, Coaching, Career Development, Organizational..., Facilities Management, Employee Training, Healthcare, Sourcing, Epic Systems, Strategic Planning, Analysis, Consulting, Workshop Facilitation, EHR, Project Planning, Employee Engagement, Needs Analysis, Cerner, Meditech
Education
Southern New Hampshire University 2014 — 2016
Master of Science (M.S.), Instructional Design and Technology
Saint Anselm College 1992 — 1995
BA, History/Secondary Education
Training Mentor, LLC May 2009 - Present
The University of Maryland Medical System October 2014 - September 2015
Bon Secours Health System September 2011 - October 2014
Elliot Hospital January 2011 - September 2011
Elliot Hospital September 2009 - December 2010
Fidelity Investments January 2009 - May 2009
Fidelity Investments May 2007 - December 2008
Hitachi Consulting October 2006 - May 2007
Accenture June 2005 - September 2006
Brown Brothers Harriman & Co. February 2001 - February 2005
Skills
Training, Organizational..., Performance Management, Software Documentation, Instructional Design, Leadership, Change Management, Visio, Program Management, Team Building, Performance Improvement, Process Improvement, Customer Service, Onboarding, EMR, Human Resources, CPOE, E-Learning, Time Management, Project Management, Leadership Development, Interviews, Employee Benefits, Employee Relations, Talent Management, Vendor Management, Instructor-led Training, Training Delivery, Staff Development, Management, Strategy, Coaching, Career Development, Organizational..., Facilities Management, Employee Training, Healthcare, Sourcing, Epic Systems, Strategic Planning, Analysis, Consulting, Workshop Facilitation, EHR, Project Planning, Employee Engagement, Needs Analysis, Cerner, Meditech
Education
Southern New Hampshire University 2014 — 2016
Master of Science (M.S.), Instructional Design and Technology
Saint Anselm College 1992 — 1995
BA, History/Secondary Education
Mel Doherty's Brown Brothers Harriman & Co. Experience August 2006 - April 2015
Job
Industry Financial Services
Experience
Brown Brothers Harriman & Co. August 2006 - April 2015
BBH & Co August 2005 - July 2006
Symphoni Interactive August 2000 - July 2005
iGate 2000 - 2005
Symphoni 2000 - 2005
Commonwealth Associates Consulting, Inc. 1997 - 2000
Wells Fargo 1997 - 2000
Skills
Process Analysis, Financial Services, Business Analysis, Requirements Analysis, Business Intelligence, Visio, Microsoft Office, Microsoft Access, Advantage, Hyperion, Brio Explorer, SEI Trust 3000, Banking, Analysis, Business Requirements, Change Management, Business Process, Access, Business Process..., Requirements Gathering, Risk Management, SDLC, Process Improvement, Financial Analysis, Integration, Management
Education
Boston University 1991 — 1994
Pope John XXIII Central High School, Everett, MA 1987 — 1991
Brown Brothers Harriman & Co. August 2006 - April 2015
BBH & Co August 2005 - July 2006
Symphoni Interactive August 2000 - July 2005
iGate 2000 - 2005
Symphoni 2000 - 2005
Commonwealth Associates Consulting, Inc. 1997 - 2000
Wells Fargo 1997 - 2000
Skills
Process Analysis, Financial Services, Business Analysis, Requirements Analysis, Business Intelligence, Visio, Microsoft Office, Microsoft Access, Advantage, Hyperion, Brio Explorer, SEI Trust 3000, Banking, Analysis, Business Requirements, Change Management, Business Process, Access, Business Process..., Requirements Gathering, Risk Management, SDLC, Process Improvement, Financial Analysis, Integration, Management
Education
Boston University 1991 — 1994
Pope John XXIII Central High School, Everett, MA 1987 — 1991
Thomas Nugent's Brown Brothers Harriman & Co. Experience June 1984 - August 1986
Job Investment Banker, Private Equity/Hedge Fund Advisory
Industry Venture Capital & Private Equity
Experience
Nugent & Company July 1995 - Present
Mitsubishi Bank Mergers & Acquisitions January 1993 - May 1995
Wood Gundy, Inc. September 1987 - August 1988
Brown Brothers Harriman & Co. June 1984 - August 1986
EcoPlan International September 1981 - August 1982
U.S. Department of Energy, Office of International Affairs January 1979 - June 1981
Harvard University Upward Bound Program June 1978 - September 1978
Harvard University Chemistry Department September 1976 - June 1978
Skills
Foundations, Private Equity, Hedge Funds, Mutual Funds, Venture Capital, Mergers, Corporate Finance, Emerging Markets, Private Placements, Investment Banking, Due Diligence, Funding, Securities, Mergers & Acquisitions, Corporate Law, Alternative Investments, IPO, Corporate Development, Entrepreneurship, Market Research, Valuation, Series 7, Financial Advisory
Education
Harvard College
A.B.
Wharton School of the University of Pennsylvania
MBA
Wilton High School '74
Wilton High School '74
Wilton High School '74
Nugent & Company July 1995 - Present
Mitsubishi Bank Mergers & Acquisitions January 1993 - May 1995
Wood Gundy, Inc. September 1987 - August 1988
Brown Brothers Harriman & Co. June 1984 - August 1986
EcoPlan International September 1981 - August 1982
U.S. Department of Energy, Office of International Affairs January 1979 - June 1981
Harvard University Upward Bound Program June 1978 - September 1978
Harvard University Chemistry Department September 1976 - June 1978
Skills
Foundations, Private Equity, Hedge Funds, Mutual Funds, Venture Capital, Mergers, Corporate Finance, Emerging Markets, Private Placements, Investment Banking, Due Diligence, Funding, Securities, Mergers & Acquisitions, Corporate Law, Alternative Investments, IPO, Corporate Development, Entrepreneurship, Market Research, Valuation, Series 7, Financial Advisory
Education
Harvard College
A.B.
Wharton School of the University of Pennsylvania
MBA
Wilton High School '74
Wilton High School '74
Wilton High School '74
Marek Waniolka's Brown Brothers Harriman & Co. Experience 1996 - 1996
Job Regional Business Solutions Expert, SAP Supply Chain, Nestlé S.A.
Industry Information Technology and Services
Experience
Nestle S.A. July 2013 - Present
Nestlé Purina North America June 2006 - July 2013
Nestlé GLOBE Center Europe GmbH July 2004 - June 2006
Nestlé Poland February 2003 - July 2004
IBM Germany and Philips Lighting 2001 - 2003
Oracle Corporation 2000 - 2001
Deloitte May 1998 - September 1999
Procter & Gamble 1997 - 1998
Brown Brothers Harriman & Co. 1996 - 1996
Ocean Spray Cranberries, Inc. 1995 - 1995
Skills
SAP R/3, SAP, SAP ERP, SD, SAP Implementation, Master Data, ERP, SAP SD, Business Process, SAP BW, SAP MM, SAP HR, Materials Management, IDOC, EDI, Data Migration, ABAP, SAPScript, ECC, SAP Netweaver, SAP CRM, Business Process Design, SAP APO, Business Analysis, Supply Chain, Demand Planning, Logistics, Requirements Analysis, Warehouse Management, Supply Chain Management, Production Planning, Change Management, Business Intelligence, Integration, Master Data Management, Business Process..., CRM, Supply Chain..., SAP BI, SAP FICO, Business Objects, SAP FI, Management, SAP SRM, SAP Portal, Cross-functional Team..., FMCG, Order Management, CO-PA, Pricing
Education
University of Massachusetts Dartmouth 1994 — 1996
MBA, Business Administration
The Karol Adamiecki University of Economics in Katowice, Poland 1989 — 1994
MA in Economics, Management
Nestle S.A. July 2013 - Present
Nestlé Purina North America June 2006 - July 2013
Nestlé GLOBE Center Europe GmbH July 2004 - June 2006
Nestlé Poland February 2003 - July 2004
IBM Germany and Philips Lighting 2001 - 2003
Oracle Corporation 2000 - 2001
Deloitte May 1998 - September 1999
Procter & Gamble 1997 - 1998
Brown Brothers Harriman & Co. 1996 - 1996
Ocean Spray Cranberries, Inc. 1995 - 1995
Skills
SAP R/3, SAP, SAP ERP, SD, SAP Implementation, Master Data, ERP, SAP SD, Business Process, SAP BW, SAP MM, SAP HR, Materials Management, IDOC, EDI, Data Migration, ABAP, SAPScript, ECC, SAP Netweaver, SAP CRM, Business Process Design, SAP APO, Business Analysis, Supply Chain, Demand Planning, Logistics, Requirements Analysis, Warehouse Management, Supply Chain Management, Production Planning, Change Management, Business Intelligence, Integration, Master Data Management, Business Process..., CRM, Supply Chain..., SAP BI, SAP FICO, Business Objects, SAP FI, Management, SAP SRM, SAP Portal, Cross-functional Team..., FMCG, Order Management, CO-PA, Pricing
Education
University of Massachusetts Dartmouth 1994 — 1996
MBA, Business Administration
The Karol Adamiecki University of Economics in Katowice, Poland 1989 — 1994
MA in Economics, Management
Amanda Bauer's Brown Brothers Harriman & Co. Experience October 2003 - March 2006
Job IT Project Manager
Industry Information Technology and Services
Experience
DIRECTV September 2013 - Present
Astea International January 2012 - September 2013
Donovan Data Systems November 2010 - January 2012
SimCorp June 2007 - November 2010
RR Donnelley March 2006 - June 2007
Brown Brothers Harriman & Co. October 2003 - March 2006
Skills
Business Analysis, Business Requirements, Analysis, Integration, Strategy, Requirements Analysis, Fixed Income, Software Implementation, Relationship Management, Process Improvement, Software Documentation, Business Process..., Requirements Gathering, Financial Services, Banking, Enterprise Software, Program Management, Financial Analysis, Software Quality..., Workflow Management, Workflow Applications, Implementation..., Software Development..., Design Documents, Financial Accounting, Service Management, Service Lifecycle..., SDLC, Business Process, Cross-functional Team..., Project Management, ERP, Agile & Waterfall...
Education
Bentley University 1999 — 2003
Bachelor of Science, Economics and Finance
DIRECTV September 2013 - Present
Astea International January 2012 - September 2013
Donovan Data Systems November 2010 - January 2012
SimCorp June 2007 - November 2010
RR Donnelley March 2006 - June 2007
Brown Brothers Harriman & Co. October 2003 - March 2006
Skills
Business Analysis, Business Requirements, Analysis, Integration, Strategy, Requirements Analysis, Fixed Income, Software Implementation, Relationship Management, Process Improvement, Software Documentation, Business Process..., Requirements Gathering, Financial Services, Banking, Enterprise Software, Program Management, Financial Analysis, Software Quality..., Workflow Management, Workflow Applications, Implementation..., Software Development..., Design Documents, Financial Accounting, Service Management, Service Lifecycle..., SDLC, Business Process, Cross-functional Team..., Project Management, ERP, Agile & Waterfall...
Education
Bentley University 1999 — 2003
Bachelor of Science, Economics and Finance
Kelleen Snider's Brown Brothers Harriman & Co. Experience August 2000 - May 2003
Job
Industry Financial Services
Experience
The Bomstein Agency May 2006 - August 2006
Commonwealth of Massachusetts May 2003 - May 2005
Massachusetts State Treasury 2003 - 2005
Brown Brothers Harriman & Co. August 2000 - May 2003
Education
American University 2005 — 2007
MBA
American University - Kogod School of Business 2005 — 2007
MBA
The Catholic University of America 1996 — 2000
B.A.
The Bomstein Agency May 2006 - August 2006
Commonwealth of Massachusetts May 2003 - May 2005
Massachusetts State Treasury 2003 - 2005
Brown Brothers Harriman & Co. August 2000 - May 2003
Education
American University 2005 — 2007
MBA
American University - Kogod School of Business 2005 — 2007
MBA
The Catholic University of America 1996 — 2000
B.A.
Bojan Celikovic's Brown Brothers Harriman & Co. Experience 2000 - 2005
Job Senior Director at Fidelity Capital Markets
Industry Investment Banking
Experience
Fidelity Capital Markets 2014 - Present
State Street - Alternative Investment Solutions 2012 - 2014
RLL - GSI Commerce 2009 - 2011
Collaborative Consulting, LLC 2005 - 2009
Brown Brothers Harriman & Co. 2000 - 2005
IDC Interactive Data 2000 - 2000
Education
Harvard University
Masters, ALM Finance
Green Mountain College
BS, Business
Moultonborough Academy
Fidelity Capital Markets 2014 - Present
State Street - Alternative Investment Solutions 2012 - 2014
RLL - GSI Commerce 2009 - 2011
Collaborative Consulting, LLC 2005 - 2009
Brown Brothers Harriman & Co. 2000 - 2005
IDC Interactive Data 2000 - 2000
Education
Harvard University
Masters, ALM Finance
Green Mountain College
BS, Business
Moultonborough Academy
Polina Fiman's Brown Brothers Harriman & Co. Experience January 2003 - June 2008
Job Santander Bank
Industry Financial Services
Experience
Santander Bank, N.A. March 2015 - April 2015
State Street Bank July 2008 - February 2013
Brown Brothers Harriman & Co. January 2003 - June 2008
Brown Brothers Harriman 2001 - 2008
Skills
Banking, Portfolio Management, Risk Management, Credit, Fixed Income, Equities, Capital Markets, Securities, Bloomberg, Mutual Funds, Financial Risk, Financial Markets, Financial Services, Credit Risk, Relationship Management, Operational Risk, Back Office, Finance, Settlement, AML, Global Custody, Hedge Funds, FX Options
Education
Boston University - School of Management 2003 — 2006
MBA, International Business
Northeastern University 1995 — 1999
Bachelor of Science (BS) in Finance, Accounting and Finance
Santander Bank, N.A. March 2015 - April 2015
State Street Bank July 2008 - February 2013
Brown Brothers Harriman & Co. January 2003 - June 2008
Brown Brothers Harriman 2001 - 2008
Skills
Banking, Portfolio Management, Risk Management, Credit, Fixed Income, Equities, Capital Markets, Securities, Bloomberg, Mutual Funds, Financial Risk, Financial Markets, Financial Services, Credit Risk, Relationship Management, Operational Risk, Back Office, Finance, Settlement, AML, Global Custody, Hedge Funds, FX Options
Education
Boston University - School of Management 2003 — 2006
MBA, International Business
Northeastern University 1995 — 1999
Bachelor of Science (BS) in Finance, Accounting and Finance
Dawn Pischetola's Brown Brothers Harriman & Co. Experience 2000 - 2004
Job Managing Director Head of Middle Office Implementations at BNY Mellon
Industry Computer Software
Experience
BNY Mellon May 2013 - Present
BNY Mellon July 2011 - April 2013
Eagle Investment Systems March 2010 - June 2011
Eagle Investment Systems September 2008 - February 2010
Eagle Investment Systems LLC, a Mellon Financial Company September 2006 - August 2008
Collaborative Consulting 2005 - 2006
Brown Brothers Harriman & Co. 2000 - 2004
Brown Brothers Harriman September 1996 - 1999
Skills
Business Analysis, Data Warehousing, Software Project..., Financial Services, Oracle, SDLC, Requirements Analysis, Product Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
Bentley University 1992 — 1996
BS, EC/FI
BNY Mellon May 2013 - Present
BNY Mellon July 2011 - April 2013
Eagle Investment Systems March 2010 - June 2011
Eagle Investment Systems September 2008 - February 2010
Eagle Investment Systems LLC, a Mellon Financial Company September 2006 - August 2008
Collaborative Consulting 2005 - 2006
Brown Brothers Harriman & Co. 2000 - 2004
Brown Brothers Harriman September 1996 - 1999
Skills
Business Analysis, Data Warehousing, Software Project..., Financial Services, Oracle, SDLC, Requirements Analysis, Product Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
Bentley University 1992 — 1996
BS, EC/FI
Jesse Hallee's Brown Brothers Harriman & Co. Experience March 2007 - February 2013
Job Senior Counsel and Vice President at State Street
Industry Financial Services
Experience
State Street March 2013 - Present
Brown Brothers Harriman & Co. March 2007 - February 2013
Sullivan & Worcester LLP September 2001 - March 2007
Skills
Securities Regulation, Derivatives, Commodity Pools, Corporate Law, Corporate Governance, Investment Company Act, Mutual Funds, ETFs, ETP, Dodd-Frank, Sarbanes-Oxley Act, Alternative Investments, Financial Services, Securities
Education
American University Washington College of Law 1998 — 2001
J.D.
Boston College 1994 — 1998
B.A., English & Political Science
State Street March 2013 - Present
Brown Brothers Harriman & Co. March 2007 - February 2013
Sullivan & Worcester LLP September 2001 - March 2007
Skills
Securities Regulation, Derivatives, Commodity Pools, Corporate Law, Corporate Governance, Investment Company Act, Mutual Funds, ETFs, ETP, Dodd-Frank, Sarbanes-Oxley Act, Alternative Investments, Financial Services, Securities
Education
American University Washington College of Law 1998 — 2001
J.D.
Boston College 1994 — 1998
B.A., English & Political Science
Steven D'Agati's Brown Brothers Harriman & Co. Experience September 2000 - May 2002
Job Senior Vice President for Investment Manager Services
Industry Financial Services
Experience
State Street Corporation July 2007 - Present
Investors Bank & Trust Company June 2002 - July 2007
Brown Brothers Harriman & Co September 2000 - May 2002
Brown Brothers Harriman & Co March 1998 - September 2000
Brown Brothers Harriman & Co May 1996 - March 1998
JP Morgan June 1994 - April 1996
Citigroup April 1988 - April 1994
Education
Adelphi University 1990 — 1993
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
State Street Corporation July 2007 - Present
Investors Bank & Trust Company June 2002 - July 2007
Brown Brothers Harriman & Co September 2000 - May 2002
Brown Brothers Harriman & Co March 1998 - September 2000
Brown Brothers Harriman & Co May 1996 - March 1998
JP Morgan June 1994 - April 1996
Citigroup April 1988 - April 1994
Education
Adelphi University 1990 — 1993
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Rose-Marie Gomez's Brown Brothers Harriman & Co. Experience December 2008 - November 2013
Job Founder & Chief Creative Officer at RMG BY DESIGN
Industry Marketing and Advertising
Experience
RMG BY DESIGN 2014 - Present
Eliot School March 2014 - June 2014
Brown Brothers Harriman & Co. December 2008 - November 2013
Yankee Group Research, Inc. November 2002 - August 2008
Lab. of Molec. Neurobiology - Dep. of Pharmacology and Experimental Therapeutics 2002 - 2007
Bristol Community College 2001 - 2003
Boston University School of Medicine 1998 - 2002
Misc. Projects 1998 - 2002
Free Software Foundation - USA 1999 - 2001
R-M Bologna & Associates 1996 - 1997
Skills
Creative Direction, Strategic Creative..., Graphic Design, Brand Development, Team Leadership, Email Marketing, Corporate Branding, Adobe Creative Suite, Web Design, Advertising, Brochures, Logo Design, Graphics, Photography, Corporate Communications, Strategy, Illustrator, Corporate Identity, Social Media, User-centered Design, Website Development, Visual Communication, Dreamweaver, Mobile Devices, User Interface Design, Marketing, Adobe Acrobat, Editing, Information Architecture, Multimedia, Press Releases, Newsletters, Catalogs, Posters, Art Direction, Creative Strategy, Team Management, Creative Problem Solving, Multi-task & Handle..., Skilled Multi-tasker, Skilled Relationship..., Concept Development, Team Mentoring, Corporate Social...
Education
Boston University 1998 — 2000
MASTER of FINE ARTS, Visual of Communication, Branding and Web Design
Massachusetts College of Art and Design 1995 — 1997
BACHELOR of FINE ARTS, Visual Communication - Graphic Design
Massasoit Community College 1993 — 1995
ASSOCIATES in ARTS, Applied Science and Graphic Design
Universidad de A Coruna 1991 — 1992
Business School, Statistics, Calculus, Economics
Universidad de Santiago de Compostela 1978 — 1986
Music, Solfege, Choir & Piano
RMG BY DESIGN 2014 - Present
Eliot School March 2014 - June 2014
Brown Brothers Harriman & Co. December 2008 - November 2013
Yankee Group Research, Inc. November 2002 - August 2008
Lab. of Molec. Neurobiology - Dep. of Pharmacology and Experimental Therapeutics 2002 - 2007
Bristol Community College 2001 - 2003
Boston University School of Medicine 1998 - 2002
Misc. Projects 1998 - 2002
Free Software Foundation - USA 1999 - 2001
R-M Bologna & Associates 1996 - 1997
Skills
Creative Direction, Strategic Creative..., Graphic Design, Brand Development, Team Leadership, Email Marketing, Corporate Branding, Adobe Creative Suite, Web Design, Advertising, Brochures, Logo Design, Graphics, Photography, Corporate Communications, Strategy, Illustrator, Corporate Identity, Social Media, User-centered Design, Website Development, Visual Communication, Dreamweaver, Mobile Devices, User Interface Design, Marketing, Adobe Acrobat, Editing, Information Architecture, Multimedia, Press Releases, Newsletters, Catalogs, Posters, Art Direction, Creative Strategy, Team Management, Creative Problem Solving, Multi-task & Handle..., Skilled Multi-tasker, Skilled Relationship..., Concept Development, Team Mentoring, Corporate Social...
Education
Boston University 1998 — 2000
MASTER of FINE ARTS, Visual of Communication, Branding and Web Design
Massachusetts College of Art and Design 1995 — 1997
BACHELOR of FINE ARTS, Visual Communication - Graphic Design
Massasoit Community College 1993 — 1995
ASSOCIATES in ARTS, Applied Science and Graphic Design
Universidad de A Coruna 1991 — 1992
Business School, Statistics, Calculus, Economics
Universidad de Santiago de Compostela 1978 — 1986
Music, Solfege, Choir & Piano
Karl Swenson's Brown Brothers Harriman & Co. Experience February 1991 - December 1996
Job Project Specialist at Partners HealthCare
Industry Computer Software
Experience
Partners HealthCare January 2013 - Present
Nuance Communications August 2003 - July 2012
Lexign Inc (formally known as Keyfile Corp and iComXpress) August 1999 - June 2003
State Street Global Advisers February 1998 - May 1999
Brown Brothers Harriman & Co. February 1991 - December 1996
Skills
Product Management, Speech Recognition, Agile, Requirements Analysis, Workflow Analysis, Healthcare IT, Healthcare Information..., Process Improvement, SaaS, Software Project..., Applications Software..., Software Consulting, Negotiation, Account Management, Return on Investment, Statistics, Change Management, Training Delivery, Business Analysis, Software Documentation, Agile Methodologies, Management, Professional Services, Start-ups, Analysis, Pre-sales
Education
Boston University 1999 — 1999
Certificate in Client-Server Application Design, Software
SDA Bocconi 1997 — 1997
MIEM, Focus on Country Analysis and Market Conditions
Gordon College 1985 — 1989
Business Administration, Economics
Partners HealthCare January 2013 - Present
Nuance Communications August 2003 - July 2012
Lexign Inc (formally known as Keyfile Corp and iComXpress) August 1999 - June 2003
State Street Global Advisers February 1998 - May 1999
Brown Brothers Harriman & Co. February 1991 - December 1996
Skills
Product Management, Speech Recognition, Agile, Requirements Analysis, Workflow Analysis, Healthcare IT, Healthcare Information..., Process Improvement, SaaS, Software Project..., Applications Software..., Software Consulting, Negotiation, Account Management, Return on Investment, Statistics, Change Management, Training Delivery, Business Analysis, Software Documentation, Agile Methodologies, Management, Professional Services, Start-ups, Analysis, Pre-sales
Education
Boston University 1999 — 1999
Certificate in Client-Server Application Design, Software
SDA Bocconi 1997 — 1997
MIEM, Focus on Country Analysis and Market Conditions
Gordon College 1985 — 1989
Business Administration, Economics
Kristin Ashman, J.D.'s Brown Brothers Harriman & Co. Experience November 2003 - Present
Job Regional Trust Head at Brown Brothers Harriman Trust Company, N.A.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. November 2003 - Present
Bessemer Trust July 2003 - October 2003
Citigroup May 2000 - July 2003
First Union National Bank October 1998 - May 2000
Council of Europe August 1997 - December 1997
Skills
Trusts, Wealth Management, Investments, High Net Worth..., Financial Advisory, Estate Administration, Estate Law, Asset Allocation, Tax, Estate Planning, Banking
Education
New York Law School 2001 — 2005
JD
Syracuse University 1994 — 1998
Bachelor's Degree, Economics, International Relations, & French
Brown Brothers Harriman & Co. November 2003 - Present
Bessemer Trust July 2003 - October 2003
Citigroup May 2000 - July 2003
First Union National Bank October 1998 - May 2000
Council of Europe August 1997 - December 1997
Skills
Trusts, Wealth Management, Investments, High Net Worth..., Financial Advisory, Estate Administration, Estate Law, Asset Allocation, Tax, Estate Planning, Banking
Education
New York Law School 2001 — 2005
JD
Syracuse University 1994 — 1998
Bachelor's Degree, Economics, International Relations, & French
William Kidder's Brown Brothers Harriman & Co. Experience 2005 - Present
Job Senior Vice President at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. 2005 - Present
Skills
Asset Managment, Mutual Funds, Equities, Investments, Securities, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Financial Analysis, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Finance
Boston University 2000 — 2004
Brown Brothers Harriman & Co. 2005 - Present
Skills
Asset Managment, Mutual Funds, Equities, Investments, Securities, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Financial Analysis, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Finance
Boston University 2000 — 2004
Kelley Sferrazza's Brown Brothers Harriman & Co. Experience May 1999 - March 2005
Job Administrator at Somerville Home, Inc.
Industry Nonprofit Organization Management
Experience
Somerville Home, Inc. February 2010 - Present
Somerville Home June 2008 - February 2010
Health Care For All July 2005 - June 2008
Health Care For All/Community Catalyst/RealBenefits July 2005 - June 2008
Brown Brothers Harriman & Co. May 1999 - March 2005
Framingham State College August 1998 - May 1999
American Medical Response May 1997 - February 1999
City of Somerville May 1996 - May 1997
VNA Care Plus October 1994 - January 1996
Education
Framingham State University 1995 — 2000
Framingham State University 1995 — 1999
BS, Major in Accounting with a minor in Psychology
Somerville Home, Inc. February 2010 - Present
Somerville Home June 2008 - February 2010
Health Care For All July 2005 - June 2008
Health Care For All/Community Catalyst/RealBenefits July 2005 - June 2008
Brown Brothers Harriman & Co. May 1999 - March 2005
Framingham State College August 1998 - May 1999
American Medical Response May 1997 - February 1999
City of Somerville May 1996 - May 1997
VNA Care Plus October 1994 - January 1996
Education
Framingham State University 1995 — 2000
Framingham State University 1995 — 1999
BS, Major in Accounting with a minor in Psychology
Omar Idilby's Brown Brothers Harriman & Co. Experience January 2011 - February 2015
Job Investment Fund Attorney
Industry Financial Services
Experience
OppenheimerFunds June 2015 - Present
Brown Brothers Harriman & Co. January 2011 - February 2015
Reed Smith LLP December 2009 - January 2011
Alston & Bird LLP April 2006 - January 2009
Schulte Roth & Zabel September 2003 - March 2006
Federal Reserve Bank of New York 1998 - 2000
Skills
Investments, Alternative Investments, Due Diligence, Hedge Funds, Private Equity, Financial Services, Financial Risk, Investment Management, Capital Markets, Mergers, Mutual Funds, Securities
Education
Georgetown University Law Center 2000 — 2003
JD, Law
Duke University 1994 — 1998
AB, English, French
Université Paris Sorbonne (Paris IV) 1993 — 1994
Diplome Annuel, Cours de Civilisation Francaise
Charterhouse School 1988 — 1993
OppenheimerFunds June 2015 - Present
Brown Brothers Harriman & Co. January 2011 - February 2015
Reed Smith LLP December 2009 - January 2011
Alston & Bird LLP April 2006 - January 2009
Schulte Roth & Zabel September 2003 - March 2006
Federal Reserve Bank of New York 1998 - 2000
Skills
Investments, Alternative Investments, Due Diligence, Hedge Funds, Private Equity, Financial Services, Financial Risk, Investment Management, Capital Markets, Mergers, Mutual Funds, Securities
Education
Georgetown University Law Center 2000 — 2003
JD, Law
Duke University 1994 — 1998
AB, English, French
Université Paris Sorbonne (Paris IV) 1993 — 1994
Diplome Annuel, Cours de Civilisation Francaise
Charterhouse School 1988 — 1993
Richard Azarloza, CFA CFP's Brown Brothers Harriman & Co. Experience June 2002 - January 2006
Job Senior Portfolio Manager at Covington Capital Management
Industry Investment Management
Experience
Covington Capital Management January 2006 - Present
Brown Brothers Harriman & Co. June 2002 - January 2006
U.S. Trust Company June 1999 - July 2002
Bank of America Private Bank February 1990 - June 1999
Skills
Portfolio Management, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Fixed Income, Investment Management, Equities, Investment Strategies, Equity Research
Education
California State University-Northridge 1991 — 1994
MBA, Finance
University of California, Los Angeles 1984 — 1989
BS, Mathematics
Covington Capital Management January 2006 - Present
Brown Brothers Harriman & Co. June 2002 - January 2006
U.S. Trust Company June 1999 - July 2002
Bank of America Private Bank February 1990 - June 1999
Skills
Portfolio Management, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Fixed Income, Investment Management, Equities, Investment Strategies, Equity Research
Education
California State University-Northridge 1991 — 1994
MBA, Finance
University of California, Los Angeles 1984 — 1989
BS, Mathematics
Rob Hazard's Brown Brothers Harriman & Co. Experience January 2006 - August 2009
Job Senior Vice President at People's United Bank
Industry Banking
Experience
People's United Bank April 2011 - Present
Citizens Financial Group January 2010 - March 2011
Brown Brothers Harriman & Co. January 2006 - August 2009
Citizens Financial Group June 2002 - December 2005
Goldman Sachs Group December 1997 - December 2001
Skills
Banking, Corporate Finance, Mergers & Acquisitions, Mergers, Financial Services, Private Equity, Business Development
Education
Worcester Polytechnic Institute 2006 — 2006
Medical Device Management
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
MBA, Finance
Hobart and William Smith Colleges 1990 — 1994
BA, History, Economics
Yarmouth
People's United Bank April 2011 - Present
Citizens Financial Group January 2010 - March 2011
Brown Brothers Harriman & Co. January 2006 - August 2009
Citizens Financial Group June 2002 - December 2005
Goldman Sachs Group December 1997 - December 2001
Skills
Banking, Corporate Finance, Mergers & Acquisitions, Mergers, Financial Services, Private Equity, Business Development
Education
Worcester Polytechnic Institute 2006 — 2006
Medical Device Management
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
MBA, Finance
Hobart and William Smith Colleges 1990 — 1994
BA, History, Economics
Yarmouth
Mary Chan's Brown Brothers Harriman & Co. Experience June 2004 - Present
Job
Industry Financial Services
Experience
Brown Brothers Harriman & Co. June 2004 - Present
Skills
Securities, Hedge Funds, Equities, Mutual Funds, Alternative Investments, Securities Regulation, Derivatives, FINRA, Capital Markets, Fixed Income, Investment Management, FX Options, Global Custody, Financial Services, FX, AML
Education
Boston University - School of Management 2002 — 2003
MBA
Boston University School of Law 1999 — 2002
JD
Cornell University 1995 — 1998
BS
Barnard College 1994 — 1995
Stuyvesant H.S. 1990 — 1994
OLA 1982 — 1990
Brown Brothers Harriman & Co. June 2004 - Present
Skills
Securities, Hedge Funds, Equities, Mutual Funds, Alternative Investments, Securities Regulation, Derivatives, FINRA, Capital Markets, Fixed Income, Investment Management, FX Options, Global Custody, Financial Services, FX, AML
Education
Boston University - School of Management 2002 — 2003
MBA
Boston University School of Law 1999 — 2002
JD
Cornell University 1995 — 1998
BS
Barnard College 1994 — 1995
Stuyvesant H.S. 1990 — 1994
OLA 1982 — 1990
Maria Brodylo's Brown Brothers Harriman & Co. Experience 1998 - 2000
Job Experienced Marketing, CRM and Business Development Professional
Industry Marketing and Advertising
Experience
Sirius XM Radio Inc. 2010 - Present
MasterCard 2009 - 2010
MasterCard 2007 - 2009
TD Ameritrade 2006 - 2007
Citigroup 2000 - 2006
Brown Brothers Harriman & Co. 1998 - 2000
Skills
Marketing Strategy, CRM, Product Management, Direct Marketing, Business Development, Competitive Analysis, Leadership
Education
Elmont Memorial High School
Fordham University
BS, Business Economics
Sirius XM Radio Inc. 2010 - Present
MasterCard 2009 - 2010
MasterCard 2007 - 2009
TD Ameritrade 2006 - 2007
Citigroup 2000 - 2006
Brown Brothers Harriman & Co. 1998 - 2000
Skills
Marketing Strategy, CRM, Product Management, Direct Marketing, Business Development, Competitive Analysis, Leadership
Education
Elmont Memorial High School
Fordham University
BS, Business Economics
Regan O'Malley's Brown Brothers Harriman & Co. Experience August 2008 - June 2011
Job Director Asset Management Compliance
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Brown Brothers Harriman June 2011 - December 2013
Brown Brothers Harriman & Co. August 2008 - June 2011
Brown Brothers Harriman June 2006 - August 2008
Skills
Risk Management, Relationship Management, Client Services, Project Management, Management, Finance, Microsoft Excel, Marketing, Microsoft Office
Education
Providence College 1996 — 2000
Bachelor of Science (BS)
Fidelity Investments January 2014 - Present
Brown Brothers Harriman June 2011 - December 2013
Brown Brothers Harriman & Co. August 2008 - June 2011
Brown Brothers Harriman June 2006 - August 2008
Skills
Risk Management, Relationship Management, Client Services, Project Management, Management, Finance, Microsoft Excel, Marketing, Microsoft Office
Education
Providence College 1996 — 2000
Bachelor of Science (BS)
Joe Morrell's Brown Brothers Harriman & Co. Experience August 1997 - September 1998
Job Portfolio Manager at Boston Capital
Industry Real Estate
Experience
Boston Capital September 2011 - Present
MassDevelopment Finance Agency July 2003 - August 2011
PricewaterhouseCoopers LLP August 2001 - July 2003
KPMG LLP September 1998 - August 2001
Brown Brothers Harriman & Co. August 1997 - September 1998
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Commercial Lending, Portfolio Management, Construction Management, Construction, Credit, Banking, Finance, Investments, Asset Management, Financial Analysis, Due Diligence, Financial Modeling, Economic Development, Affordable Housing, Financial Reporting, Asset Managment, Accounting, Real Estate Economics, Commercial Real Estate, Investment Properties
Education
Suffolk University - Sawyer Business School
MBA, Finance
State University of New York College at Oswego
BA, Economics
Boston Capital September 2011 - Present
MassDevelopment Finance Agency July 2003 - August 2011
PricewaterhouseCoopers LLP August 2001 - July 2003
KPMG LLP September 1998 - August 2001
Brown Brothers Harriman & Co. August 1997 - September 1998
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Commercial Lending, Portfolio Management, Construction Management, Construction, Credit, Banking, Finance, Investments, Asset Management, Financial Analysis, Due Diligence, Financial Modeling, Economic Development, Affordable Housing, Financial Reporting, Asset Managment, Accounting, Real Estate Economics, Commercial Real Estate, Investment Properties
Education
Suffolk University - Sawyer Business School
MBA, Finance
State University of New York College at Oswego
BA, Economics
Paula Nese's Brown Brothers Harriman & Co. Experience 2005 - 2007
Job Financial Services/ Global Custody Professional
Industry Financial Services
Experience
Brown Brothers Harriman & Co 2005 - 2007
Brown Brothers Harriman & Co. 1997 - 2005
Brown Brothers Harriman & Co. 1993 - 1997
Brown Brothers Harriman & Co. 1986 - 1993
Skills
Global Custody, Tax, Corporate Actions, Securities, FX Options, Hedge Funds, Mutual Funds, Securities Lending, Capital Markets, Investment Management, Fund Administration, Back Office, Derivatives, Equities, Settlement, Middle Office, Fund Accounting, Financial Services, Fixed Income, Asset Management
Education
Boston University - School of Management 1977 — 1981
BS/BA
Brown Brothers Harriman & Co 2005 - 2007
Brown Brothers Harriman & Co. 1997 - 2005
Brown Brothers Harriman & Co. 1993 - 1997
Brown Brothers Harriman & Co. 1986 - 1993
Skills
Global Custody, Tax, Corporate Actions, Securities, FX Options, Hedge Funds, Mutual Funds, Securities Lending, Capital Markets, Investment Management, Fund Administration, Back Office, Derivatives, Equities, Settlement, Middle Office, Fund Accounting, Financial Services, Fixed Income, Asset Management
Education
Boston University - School of Management 1977 — 1981
BS/BA
Michael Bartoshevich's Brown Brothers Harriman & Co. Experience May 2007 - August 2008
Job Sr. Consultant at ADSFS
Industry Financial Services
Experience
ADSFS June 2012 - Present
Lincoln Financial Group August 2011 - May 2012
MFS Investment Management August 2009 - May 2011
Wellington Management Company, LLP. August 2008 - December 2008
Brown Brothers Harriman & Co. May 2007 - August 2008
Investors Bank & Trust Co. March 2000 - May 2007
DoubleTree Guest Suites Hotel - Waltham 1996 - 1998
Skills
Financial Services
Education
Lesley University
Master's Degree, General Management
Johnson and Wales University
Bachelors, Hospitality Management
ADSFS June 2012 - Present
Lincoln Financial Group August 2011 - May 2012
MFS Investment Management August 2009 - May 2011
Wellington Management Company, LLP. August 2008 - December 2008
Brown Brothers Harriman & Co. May 2007 - August 2008
Investors Bank & Trust Co. March 2000 - May 2007
DoubleTree Guest Suites Hotel - Waltham 1996 - 1998
Skills
Financial Services
Education
Lesley University
Master's Degree, General Management
Johnson and Wales University
Bachelors, Hospitality Management
Vincent O'Leary's Brown Brothers Harriman & Co. Experience July 2006 - Present
Job Senior Vice President at Brown Brothers Harriman & Co.
Industry Banking
Experience
Brown Brothers Harriman & Co. July 2006 - Present
Education
Georgetown University 1975 — 1978
Brown Brothers Harriman & Co. July 2006 - Present
Education
Georgetown University 1975 — 1978
Elizabeth Rand's Brown Brothers Harriman & Co. Experience March 2006 - Present
Job Senior Vice President and Associate General Counsel at Brown Brothers Harriman & Co.
Industry Law Practice
Experience
Brown Brothers Harriman & Co. March 2006 - Present
Chadbourne & Parke LLP September 1999 - February 2006
Education
The George Washington University Law School 1996 — 1999
JD, Law
Cornell University 1992 — 1996
BS, Policy Analysis
Brown Brothers Harriman & Co. March 2006 - Present
Chadbourne & Parke LLP September 1999 - February 2006
Education
The George Washington University Law School 1996 — 1999
JD, Law
Cornell University 1992 — 1996
BS, Policy Analysis
Joyce Dardonis's Brown Brothers Harriman & Co. Experience 2003 - 2007
Job Managing Director at State Street Corporation
Industry Financial Services
Experience
State Street Corporation August 2007 - Present
State Street Bank 1996 - Present
Brown Brothers Harriman & Co. 2003 - 2007
Mellon Financial 1984 - 1997
Mellon Financial 1984 - 1997
Skills
Global Custody, Securities Lending, Mutual Funds, Fixed Income, Equities, Securities, Hedge Funds, Alternative Investments, Asset Managment, Financial Services, Fund Accounting, Fund Administration, Investments, Corporate Actions, Asset Management, Derivatives, Investment Management, Capital Markets, Bloomberg, Bonds, Financial Markets, Middle Office, ETFs, Asset Allocation, FX Options, Real Estate, Sales
Education
Simmons College
Bachelor's degree, Business Administration and Management, General
State Street Corporation August 2007 - Present
State Street Bank 1996 - Present
Brown Brothers Harriman & Co. 2003 - 2007
Mellon Financial 1984 - 1997
Mellon Financial 1984 - 1997
Skills
Global Custody, Securities Lending, Mutual Funds, Fixed Income, Equities, Securities, Hedge Funds, Alternative Investments, Asset Managment, Financial Services, Fund Accounting, Fund Administration, Investments, Corporate Actions, Asset Management, Derivatives, Investment Management, Capital Markets, Bloomberg, Bonds, Financial Markets, Middle Office, ETFs, Asset Allocation, FX Options, Real Estate, Sales
Education
Simmons College
Bachelor's degree, Business Administration and Management, General
Julie Flynn's Brown Brothers Harriman & Co. Experience August 2000 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman & Co. August 2000 - Present
Education
Texas Tech University
BA- Journalism
Brown Brothers Harriman & Co. August 2000 - Present
Education
Texas Tech University
BA- Journalism
Justin M. Capozzi's Brown Brothers Harriman & Co. Experience April 2013 - Present
Job Vice President at Brown Brothers Harriman & Co.
Industry Banking
Experience
Brown Brothers Harriman & Co. April 2013 - Present
Citi January 2012 - April 2013
Bank of America January 2004 - December 2011
Waddell & Reed May 2002 - December 2003
Morgan Stanley January 2001 - May 2002
Skills
New Business Development, Commercial Banking, International Banking..., Credit Analysis, Data Analysis
Education
Temple University - Fox School of Business and Management
MBA
Fairleigh Dickinson University
BS, Finance
Hillsborough High School
Brown Brothers Harriman & Co. April 2013 - Present
Citi January 2012 - April 2013
Bank of America January 2004 - December 2011
Waddell & Reed May 2002 - December 2003
Morgan Stanley January 2001 - May 2002
Skills
New Business Development, Commercial Banking, International Banking..., Credit Analysis, Data Analysis
Education
Temple University - Fox School of Business and Management
MBA
Fairleigh Dickinson University
BS, Finance
Hillsborough High School
Russell Byers's Brown Brothers Harriman & Co. Experience 1997 - 1999
Job Private Investor
Industry Venture Capital & Private Equity
Experience
Laurel Ridge Mgmt January 2004 - Present
Karma411.com 2009 - 2009
Brown Brothers Harriman & Co. 1997 - 1999
Education
Skidmore College 1984 — 1988
BA, English/Art Hist/Phil.
Laurel Ridge Mgmt January 2004 - Present
Karma411.com 2009 - 2009
Brown Brothers Harriman & Co. 1997 - 1999
Education
Skidmore College 1984 — 1988
BA, English/Art Hist/Phil.
Amelia Gary's Brown Brothers Harriman & Co. Experience October 1996 - September 2002
Job Administration Officer at The New York International School
Industry Nonprofit Organization Management
Experience
The New York International School 2015 - Present
The Osborne Association 2013 - 2015
Spencer Stuart 2008 - 2010
Castle Brands Inc. 2002 - 2008
Brown Brothers Harriman & Co. October 1996 - September 2002
Brown Brothers Harriman 1995 - 1996
Skills
Financial Services, Financial Analysis, Fundraising, Mutual Funds, Strategic Planning, Budgets, FX Options, Non-profits, Research, Project Planning, Grant Writing, Business Strategy, Community Outreach, Financial Modeling
Education
Columbia University in the City of New York
Master of Science (M.S.), Social Work
Connecticut College
Bachelor of Arts (B.A.), Economics
Pomfret
Pomfret
The New York International School 2015 - Present
The Osborne Association 2013 - 2015
Spencer Stuart 2008 - 2010
Castle Brands Inc. 2002 - 2008
Brown Brothers Harriman & Co. October 1996 - September 2002
Brown Brothers Harriman 1995 - 1996
Skills
Financial Services, Financial Analysis, Fundraising, Mutual Funds, Strategic Planning, Budgets, FX Options, Non-profits, Research, Project Planning, Grant Writing, Business Strategy, Community Outreach, Financial Modeling
Education
Columbia University in the City of New York
Master of Science (M.S.), Social Work
Connecticut College
Bachelor of Arts (B.A.), Economics
Pomfret
Pomfret
Lizette Salazar's Brown Brothers Harriman & Co. Experience April 2001 - Present
Job Dynamic professional with extensive experience in competitive industry
Industry Banking
Experience
Brown Brothers Harriman & Co. April 2001 - Present
Smurfit Carton y Papel de Mexico SA de CV August 1991 - September 1999
Martinez, Algaba, Estrella, De Haro y Galvan Duque SC June 1986 - January 1990
Skills
Corporate Law, Compliance, Corporate Governance
Education
Boston College 2006 — 2012
BA, English
Northeastern University 2002 — 2002
Paralegal Certificate
Brown Brothers Harriman & Co. April 2001 - Present
Smurfit Carton y Papel de Mexico SA de CV August 1991 - September 1999
Martinez, Algaba, Estrella, De Haro y Galvan Duque SC June 1986 - January 1990
Skills
Corporate Law, Compliance, Corporate Governance
Education
Boston College 2006 — 2012
BA, English
Northeastern University 2002 — 2002
Paralegal Certificate
Philip Carty's Brown Brothers Harriman & Co. Experience March 2009 - September 2011
Job Assistant Vice President Sr. Business Analyst Infomediary at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman September 2011 - Present
Brown Brothers Harriman & Co. March 2009 - September 2011
Brown Brothers Harriman March 2006 - March 2009
Skills
Analysis, Bloomberg, Business Requirements, Equities, Financial Services, Fixed Income, Mutual Funds, Securities, Financial Modeling, Fund Accounting
Education
Tulane University 1996 — 2000
Brown Brothers Harriman September 2011 - Present
Brown Brothers Harriman & Co. March 2009 - September 2011
Brown Brothers Harriman March 2006 - March 2009
Skills
Analysis, Bloomberg, Business Requirements, Equities, Financial Services, Fixed Income, Mutual Funds, Securities, Financial Modeling, Fund Accounting
Education
Tulane University 1996 — 2000
Alberto Arelle's Brown Brothers Harriman & Co. Experience May 2011 - Present
Job Balance Sheet Analyst and Sr. FX Risk Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman & Co. May 2011 - Present
Brown Brothers Harriman & Co. February 2005 - May 2011
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Financial Analysis, Mutual Funds, Securities, Business Analysis, Financial Services, Process Improvement, Valuation, Philosophy of Mind, Analysis, Financial Risk, FX Options, Investment Banking, Risk Management
Education
Boston University 1996 — 1999
Bachelor of Science (B.S.), Economics and Philosophy
Brown Brothers Harriman & Co. May 2011 - Present
Brown Brothers Harriman & Co. February 2005 - May 2011
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Financial Analysis, Mutual Funds, Securities, Business Analysis, Financial Services, Process Improvement, Valuation, Philosophy of Mind, Analysis, Financial Risk, FX Options, Investment Banking, Risk Management
Education
Boston University 1996 — 1999
Bachelor of Science (B.S.), Economics and Philosophy
Jennifer Stevens's Brown Brothers Harriman & Co. Experience 2006 - 2008
Job Consultant at Cammack Retirement Group
Industry Investment Management
Experience
Cammack Retirement Group February 2015 - Present
Cammack Retirement Group February 2008 - February 2015
Brown Brothers Harriman & Co. 2006 - 2008
Skills
Series 65, Series 6, Series 63, Investments, Defined Contribution, ERISA, 403 b, Zephyr Style Advisor, Mutual Funds, Retirement Plan Design, Employee Benefits, Microsoft Excel, PowerPoint, Microsoft Word
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Finance
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Economics
Cammack Retirement Group February 2015 - Present
Cammack Retirement Group February 2008 - February 2015
Brown Brothers Harriman & Co. 2006 - 2008
Skills
Series 65, Series 6, Series 63, Investments, Defined Contribution, ERISA, 403 b, Zephyr Style Advisor, Mutual Funds, Retirement Plan Design, Employee Benefits, Microsoft Excel, PowerPoint, Microsoft Word
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Finance
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Economics
Lorinda Laub's Brown Brothers Harriman & Co. Experience 1991 - 1998
Job Principal at Legg Mason Investment Coounsel
Industry Investment Management
Experience
Legg Mason Investment Counsel 2007 - Present
U.S. Trust Company 1998 - 2007
Brown Brothers Harriman & Co. 1991 - 1998
Education
Trinity College-Hartford
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Legg Mason Investment Counsel 2007 - Present
U.S. Trust Company 1998 - 2007
Brown Brothers Harriman & Co. 1991 - 1998
Education
Trinity College-Hartford
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Josh Hutson's Brown Brothers Harriman & Co. Experience July 2008 - Present
Job SVP Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. July 2008 - Present
Education
Rutgers University School of Law - Newark
The College of William and Mary
BBA, Business Management
Brown Brothers Harriman & Co. July 2008 - Present
Education
Rutgers University School of Law - Newark
The College of William and Mary
BBA, Business Management
Lee Moody's Brown Brothers Harriman & Co. Experience 1998 - 2006
Job Experienced Project Manager and Business Analyst
Industry Financial Services
Experience
AIG June 2014 - Present
Union Bank July 2012 - June 2014
Union Bank October 2011 - July 2012
RBS Citizens Financial Group March 2011 - July 2011
State Street September 2006 - February 2009
Brown Brothers Harriman & Co. 1998 - 2006
Fidelity Investments 1996 - 1997
Scudder Investments 1988 - 1996
Skills
Management, Business Analysis, Financial Services, Vendor Management, Project Management, Business Requirements, Business Process
Education
Georgetown University 1982 — 1986
AIG June 2014 - Present
Union Bank July 2012 - June 2014
Union Bank October 2011 - July 2012
RBS Citizens Financial Group March 2011 - July 2011
State Street September 2006 - February 2009
Brown Brothers Harriman & Co. 1998 - 2006
Fidelity Investments 1996 - 1997
Scudder Investments 1988 - 1996
Skills
Management, Business Analysis, Financial Services, Vendor Management, Project Management, Business Requirements, Business Process
Education
Georgetown University 1982 — 1986
Peter Crommett's Brown Brothers Harriman & Co. Experience June 2007 - May 2009
Job Account Manager at Carousel Industries
Industry Sports
Experience
Carousel Industries June 2013 - Present
Cheeky Fishing January 2010 - Present
Brown Brothers Harriman & Co. June 2007 - May 2009
Skills
Bloomberg, Equities, Fixed Income, Alternative Investments, Financial Modeling, Private Equity, Hedge Funds, Bloomberg Terminal, Investments
Education
Providence College 2003 — 2007
BS, Finance
Greely High School 1999 — 2003
Carousel Industries June 2013 - Present
Cheeky Fishing January 2010 - Present
Brown Brothers Harriman & Co. June 2007 - May 2009
Skills
Bloomberg, Equities, Fixed Income, Alternative Investments, Financial Modeling, Private Equity, Hedge Funds, Bloomberg Terminal, Investments
Education
Providence College 2003 — 2007
BS, Finance
Greely High School 1999 — 2003
Walter Barys's Brown Brothers Harriman & Co. Experience August 2010 - October 2012
Job Vice President, Global Market Consultant, Subcustodian Network Management
Industry Financial Services
Experience
Northern Trust November 2012 - Present
Brown Brothers Harriman & Co. August 2010 - October 2012
Brown Brothers Harriman & Co. May 2006 - July 2010
Brown Brothers Harriman & Co. June 2004 - May 2006
Skills
Client Service, Global Custody, International Business, Securities, Settlement, Relationship Management, Emerging Markets, Operational Risk, Financial Services, Risk Management, Mutual Funds, Capital Markets, Financial Risk, Investments, Client Services, Equities
Education
Suffolk University - Sawyer School of Management 2006 — 2009
MBA, International Business
College of the Holy Cross 2000 — 2004
BA, Economics, Philosophy Minor
Northern Trust November 2012 - Present
Brown Brothers Harriman & Co. August 2010 - October 2012
Brown Brothers Harriman & Co. May 2006 - July 2010
Brown Brothers Harriman & Co. June 2004 - May 2006
Skills
Client Service, Global Custody, International Business, Securities, Settlement, Relationship Management, Emerging Markets, Operational Risk, Financial Services, Risk Management, Mutual Funds, Capital Markets, Financial Risk, Investments, Client Services, Equities
Education
Suffolk University - Sawyer School of Management 2006 — 2009
MBA, International Business
College of the Holy Cross 2000 — 2004
BA, Economics, Philosophy Minor
Glory De Simone's Brown Brothers Harriman & Co. Experience November 2012 - September 2015
Job Human Resources Consulting
Industry Financial Services
Experience
Glory De Simone & Associates September 2015 - Present
Brown Brothers Harriman & Co. November 2012 - September 2015
Glory De Simone & Associates March 2008 - November 2012
JPMorgan Chase 1979 - 2007
Skills
Talent Management, Performance Management, Career Development, Employee Relations, Human Resources, Succession Planning, Leadership, Financial Services, Strategy, Consulting, Organizational Design, Start-ups, Organizational..., Recruiting, Mergers & Acquisitions, Workforce Planning, Employee Engagement, Leadership Development, Executive Coaching, Organizational..., Change Management
Education
Fairleigh Dickinson University 1981 — 1984
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
B.A., English
Glory De Simone & Associates September 2015 - Present
Brown Brothers Harriman & Co. November 2012 - September 2015
Glory De Simone & Associates March 2008 - November 2012
JPMorgan Chase 1979 - 2007
Skills
Talent Management, Performance Management, Career Development, Employee Relations, Human Resources, Succession Planning, Leadership, Financial Services, Strategy, Consulting, Organizational Design, Start-ups, Organizational..., Recruiting, Mergers & Acquisitions, Workforce Planning, Employee Engagement, Leadership Development, Executive Coaching, Organizational..., Change Management
Education
Fairleigh Dickinson University 1981 — 1984
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
B.A., English
Evan Siamantouras's Brown Brothers Harriman & Co. Experience June 2006 - June 2015
Job Instrument Engineering Analyst Eagle Investment Systems LLC
Industry Financial Services
Experience
Eagle Investment Systems June 2015 - Present
Brown Brothers Harriman & Co. June 2006 - June 2015
State Street Bank 2000 - September 2003
Skills
Fund Accounting, Bloomberg, Fixed Income, Hedge Funds, Mutual Funds, Securities, Derivatives, Bloomberg Terminal, Financial Services, Swaps, Bonds, Account Reconciliation, Fund Administration, Interest Rate Swaps, Alternative Investments, Investments
Education
University of Massachusetts, Amherst 1996 — 2001
Economics, Finance
Eagle Investment Systems June 2015 - Present
Brown Brothers Harriman & Co. June 2006 - June 2015
State Street Bank 2000 - September 2003
Skills
Fund Accounting, Bloomberg, Fixed Income, Hedge Funds, Mutual Funds, Securities, Derivatives, Bloomberg Terminal, Financial Services, Swaps, Bonds, Account Reconciliation, Fund Administration, Interest Rate Swaps, Alternative Investments, Investments
Education
University of Massachusetts, Amherst 1996 — 2001
Economics, Finance
John Monahan's Brown Brothers Harriman & Co. Experience June 2000 - September 2014
Job Financial Services Professional
Industry Financial Services
Experience
Brown Brothers Harriman & Co. June 2000 - September 2014
Skills
Bloomberg, Microsoft Excel, Hyperion Reports, Business Objects, Trade Negotiation, Equities, Hedge Funds, Securities, Securities Lending, ETFs, Corporate Actions, Trading, Investments, Financial Services, Capital Markets, Fixed Income, Mutual Funds, Derivatives, Portfolio Management
Education
Stonehill College 1997 — 2000
BA, Finance
Notre Dame High School
Brown Brothers Harriman & Co. June 2000 - September 2014
Skills
Bloomberg, Microsoft Excel, Hyperion Reports, Business Objects, Trade Negotiation, Equities, Hedge Funds, Securities, Securities Lending, ETFs, Corporate Actions, Trading, Investments, Financial Services, Capital Markets, Fixed Income, Mutual Funds, Derivatives, Portfolio Management
Education
Stonehill College 1997 — 2000
BA, Finance
Notre Dame High School
Peter M. Chambers's Brown Brothers Harriman & Co. Experience March 1997 - September 2008
Job Director Sr. Financial Analyst Investment Division Business Analytics at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services August 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2013
Chambers Consulting January 2009 - April 2010
Brown Brothers Harriman & Co. March 1997 - September 2008
Boston Financial Data Services January 1993 - June 1995
Skills
Financial Analysis, Financial Modeling, MS Project, Project Portfolio..., Operations Management, Compliance, Wealth Management, Innovative Problem..., Management, Forecasting, Finance, Analysis, Financial Services, Budgets, Investments, Project Management, Process Improvement, Financial Risk, Risk Management, Business Analysis, Leadership, Asset Management
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Finance & Operations
Bridgewater State University 1993 — 1995
BS, Management Science - Finance
John Hancock Financial Services August 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2013
Chambers Consulting January 2009 - April 2010
Brown Brothers Harriman & Co. March 1997 - September 2008
Boston Financial Data Services January 1993 - June 1995
Skills
Financial Analysis, Financial Modeling, MS Project, Project Portfolio..., Operations Management, Compliance, Wealth Management, Innovative Problem..., Management, Forecasting, Finance, Analysis, Financial Services, Budgets, Investments, Project Management, Process Improvement, Financial Risk, Risk Management, Business Analysis, Leadership, Asset Management
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Finance & Operations
Bridgewater State University 1993 — 1995
BS, Management Science - Finance
Beth Koumantzelis's Brown Brothers Harriman & Co. Experience October 2007 - July 2012
Job Regulatory Administration Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
Brown Brothers Harriman & Co. October 2007 - July 2012
Skills
Microsoft Excel, Customer Service, Financial Analysis, Risk Management, Microsoft Word, PowerPoint, Banking, Business Analysis, Finance, Financial Services, BlueSky
Education
University of Massachusetts Lowell
Bachelor's degree, Criminal Justice
BNY Mellon July 2012 - Present
Brown Brothers Harriman & Co. October 2007 - July 2012
Skills
Microsoft Excel, Customer Service, Financial Analysis, Risk Management, Microsoft Word, PowerPoint, Banking, Business Analysis, Finance, Financial Services, BlueSky
Education
University of Massachusetts Lowell
Bachelor's degree, Criminal Justice
Steve Yevak's Brown Brothers Harriman & Co. Experience July 2004 - April 2007
Job Investment Management Compliance Professional
Industry Investment Management
Experience
Credit Suisse Asset Management February 2009 - September 2010
Bear Stearns Asset Management May 2007 - December 2008
Brown Brothers Harriman & Co. July 2004 - April 2007
Deloitte & Touche February 1998 - July 2004
Education
Lafayette College 1977 — 1981
BA, Economics and Business
Credit Suisse Asset Management February 2009 - September 2010
Bear Stearns Asset Management May 2007 - December 2008
Brown Brothers Harriman & Co. July 2004 - April 2007
Deloitte & Touche February 1998 - July 2004
Education
Lafayette College 1977 — 1981
BA, Economics and Business
Kevin Skehan's Brown Brothers Harriman & Co. Experience October 1995 - August 2010
Job Vice President FX & Market Risk Management
Industry Financial Services
Experience
NBCUniversal Media, LLC August 2010 - Present
Brown Brothers Harriman & Co. October 1995 - August 2010
General Electric 1984 - 1995
Skills
Risk Management, FX Options, Capital Markets, Corporate Finance, Treasury, Financial Modeling, Cash Management, Securities, Finance, Equities, Mergers & Acquisitions
Education
Fairfield University
Bachelor's Degree, Economics
Quinnipiac University
Juris Doctor, Law
NBCUniversal Media, LLC August 2010 - Present
Brown Brothers Harriman & Co. October 1995 - August 2010
General Electric 1984 - 1995
Skills
Risk Management, FX Options, Capital Markets, Corporate Finance, Treasury, Financial Modeling, Cash Management, Securities, Finance, Equities, Mergers & Acquisitions
Education
Fairfield University
Bachelor's Degree, Economics
Quinnipiac University
Juris Doctor, Law
John S. Neff's Brown Brothers Harriman & Co. Experience 1998 - 2008
Job independent corporate finance advisor
Industry Banking
Experience
Muddy Boots Advisors 2008 - Present
Andover College Prep LLC 2012 - 2012
Crosswind Investments, LLC 2010 - 2010
University of Connecticut, Stamford 2009 - 2009
Brown Brothers Harriman & Co. 1998 - 2008
independent financial advisor 1995 - 1998
NatWest Markets 1988 - 1994
Lehman Brothers 1982 - 1988
PepsiCo, Inc. 1981 - 1982
Kennecott Corporation 1980 - 1981
Skills
Venture Capital, Credit, Leveraged Finance, Middle Market, Banking, Private Equity, Mergers, Corporate Finance, Due Diligence, Investment Banking, Financial Markets, Financial Management, Treasury, Valuation, Loans
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
New York University - Leonard N. Stern School of Business 1975 — 1976
Finance
Dartmouth College 1969 — 1973
AB, English, Pre-Med
Muddy Boots Advisors 2008 - Present
Andover College Prep LLC 2012 - 2012
Crosswind Investments, LLC 2010 - 2010
University of Connecticut, Stamford 2009 - 2009
Brown Brothers Harriman & Co. 1998 - 2008
independent financial advisor 1995 - 1998
NatWest Markets 1988 - 1994
Lehman Brothers 1982 - 1988
PepsiCo, Inc. 1981 - 1982
Kennecott Corporation 1980 - 1981
Skills
Venture Capital, Credit, Leveraged Finance, Middle Market, Banking, Private Equity, Mergers, Corporate Finance, Due Diligence, Investment Banking, Financial Markets, Financial Management, Treasury, Valuation, Loans
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
New York University - Leonard N. Stern School of Business 1975 — 1976
Finance
Dartmouth College 1969 — 1973
AB, English, Pre-Med
John Lauder's Brown Brothers Harriman & Co. Experience 1989 - 1998
Job Senior Financial Writer at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management October 2000 - Present
PaineWebber 1998 - 2000
Brown Brothers Harriman & Co. 1989 - 1998
WPP Group July 1986 - April 1989
Skills
Equities, Mutual Funds, Fixed Income, Asset Managment, Alternative Investments, Hedge Funds, Investments, Financial Markets, Investment Management, Financial Services, Investment Strategies, Integrated Marketing, Finance, Risk Management, Portfolio Management, Asset Management, Series 63
Education
Temple University 1973 — 1977
BA, Russian and German literature
Voya Investment Management October 2000 - Present
PaineWebber 1998 - 2000
Brown Brothers Harriman & Co. 1989 - 1998
WPP Group July 1986 - April 1989
Skills
Equities, Mutual Funds, Fixed Income, Asset Managment, Alternative Investments, Hedge Funds, Investments, Financial Markets, Investment Management, Financial Services, Investment Strategies, Integrated Marketing, Finance, Risk Management, Portfolio Management, Asset Management, Series 63
Education
Temple University 1973 — 1977
BA, Russian and German literature
Brenna McGowan's Brown Brothers Harriman & Co. Experience 1997 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Brown Brothers Harriman & Co. 1997 - 2003
Citibank June 1987 - August 1997
CitiCorp/CitiBank 1987 - 1997
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
M.B.A., Finance and International Business
Cornell University 1985 — 1987
B.S., Business Management and Marketing
Allegheny College 1980 — 1982
English
Brown Brothers Harriman & Co. 1997 - 2003
Citibank June 1987 - August 1997
CitiCorp/CitiBank 1987 - 1997
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
M.B.A., Finance and International Business
Cornell University 1985 — 1987
B.S., Business Management and Marketing
Allegheny College 1980 — 1982
English
John Zori's Brown Brothers Harriman & Co. Experience May 2006 - May 2009
Job Senior Examiner at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York August 2009 - Present
Brown Brothers Harriman & Co. May 2006 - May 2009
Wachovia Bank- CMG Institutional Trust & Clearing 2004 - 2006
Deutsche Bank- Global Transaction Bank 1999 - 2003
Bankers Trust Company- Global Transaction Bank 1994 - 1999
Bankers Trust Company- Global Capital Markets 1987 - 1994
Merrill Lynch & Co. Global Capital Markets 1982 - 1987
National Association of Securities Dealers 1980 - 1982
Education
Hofstra University 1978 — 1980
MBA, Finance, Banking and Investment
Columbia University in the City of New York 1974 — 1978
BA, Major/Economics & Minor/French
Federal Reserve Bank of New York August 2009 - Present
Brown Brothers Harriman & Co. May 2006 - May 2009
Wachovia Bank- CMG Institutional Trust & Clearing 2004 - 2006
Deutsche Bank- Global Transaction Bank 1999 - 2003
Bankers Trust Company- Global Transaction Bank 1994 - 1999
Bankers Trust Company- Global Capital Markets 1987 - 1994
Merrill Lynch & Co. Global Capital Markets 1982 - 1987
National Association of Securities Dealers 1980 - 1982
Education
Hofstra University 1978 — 1980
MBA, Finance, Banking and Investment
Columbia University in the City of New York 1974 — 1978
BA, Major/Economics & Minor/French
Christopher Markowski's Brown Brothers Harriman & Co. Experience November 2003 - April 2004
Job Product Manager at FDS, Inc.
Industry Computer Software
Experience
FDS, Inc. September 2010 - Present
Image Solutions, Inc. October 2009 - September 2010
Koger, Inc. May 2008 - June 2009
Lynx Capital Partners, LLC May 2004 - August 2007
Brown Brothers Harriman & Co. November 2003 - April 2004
Skills
Project Management, SDLC, Customer Service, Process Improvement, Business Analysis, Microsoft Excel, Management, Cross-functional Team..., New Business Development, Healthcare, Product Management, Software Documentation, Account Management, Team Leadership, Team Building, Quality Assurance, Leadership, CRM, Vendor Management, Analysis, Product Development, Product Marketing
Education
The College of New Jersey 1998 — 2002
Bachelor of Science, Business Management
FDS, Inc. September 2010 - Present
Image Solutions, Inc. October 2009 - September 2010
Koger, Inc. May 2008 - June 2009
Lynx Capital Partners, LLC May 2004 - August 2007
Brown Brothers Harriman & Co. November 2003 - April 2004
Skills
Project Management, SDLC, Customer Service, Process Improvement, Business Analysis, Microsoft Excel, Management, Cross-functional Team..., New Business Development, Healthcare, Product Management, Software Documentation, Account Management, Team Leadership, Team Building, Quality Assurance, Leadership, CRM, Vendor Management, Analysis, Product Development, Product Marketing
Education
The College of New Jersey 1998 — 2002
Bachelor of Science, Business Management
Bill Tyree's Brown Brothers Harriman & Co. Experience January 2008 - Present
Job Partner at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. January 2008 - Present
Brown Brothers Harriman 1985 - 2014
Brown Brothers Harriman 1985 - 2014
Brown Brothers Harriman June 1992 - December 2007
Brown Brothers Harriman August 1985 - June 1992
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Dartmouth College 1981 — 1985
BA, English
Hotchkiss School 1978 — 1981
HS Diploma
Brown Brothers Harriman & Co. January 2008 - Present
Brown Brothers Harriman 1985 - 2014
Brown Brothers Harriman 1985 - 2014
Brown Brothers Harriman June 1992 - December 2007
Brown Brothers Harriman August 1985 - June 1992
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Dartmouth College 1981 — 1985
BA, English
Hotchkiss School 1978 — 1981
HS Diploma
Naoko Vicky Hayashida's Brown Brothers Harriman & Co. Experience 2011 - Present
Job Vice President at Brown Brothers Harriman & Co.
Industry Banking
Experience
Brown Brothers Harriman & Co. 2011 - Present
Bank of America Merrill Lynch 2009 - 2011
Bank of Tokyo-Mitsubishi UFJ 2003 - 2009
Reuters 2002 - 2003
FXall 2001 - 2002
Sanwa Bank 1997 - 2001
Skills
Portfolio Management, FX, Customer Relations, Investor Relations, Financial Markets, Financial Services, Banking, Derivatives, Bloomberg, Trading, Finance, Asset Management, Electronic Trading
Education
New York University 2000 — 2000
Portfolio Management
Baruch College, City University of New York (CUNY)
University of Utah
B.S., Economics
Brown Brothers Harriman & Co. 2011 - Present
Bank of America Merrill Lynch 2009 - 2011
Bank of Tokyo-Mitsubishi UFJ 2003 - 2009
Reuters 2002 - 2003
FXall 2001 - 2002
Sanwa Bank 1997 - 2001
Skills
Portfolio Management, FX, Customer Relations, Investor Relations, Financial Markets, Financial Services, Banking, Derivatives, Bloomberg, Trading, Finance, Asset Management, Electronic Trading
Education
New York University 2000 — 2000
Portfolio Management
Baruch College, City University of New York (CUNY)
University of Utah
B.S., Economics
Frank J. Keeler's Brown Brothers Harriman & Co. Experience December 1975 - June 1987
Job Managing Partner at Klimek Advisors
Industry Investment Management
Experience
Klimek Advisors February 2012 - Present
Keeler Consulting International January 2004 - February 2012
Invesco Ltd. 1987 - 2004
Brown Brothers Harriman & Co. December 1975 - June 1987
Skills
Alternative Investments, Investment Management, Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Asset Management, Investment Strategies, Institutional..., Fund Of Funds, CRM, Separately Managed..., Equities, ETFs, Emerging Markets
Education
Beloit College 1961 — 1965
B. A., Economics & Sociology
Klimek Advisors February 2012 - Present
Keeler Consulting International January 2004 - February 2012
Invesco Ltd. 1987 - 2004
Brown Brothers Harriman & Co. December 1975 - June 1987
Skills
Alternative Investments, Investment Management, Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Asset Management, Investment Strategies, Institutional..., Fund Of Funds, CRM, Separately Managed..., Equities, ETFs, Emerging Markets
Education
Beloit College 1961 — 1965
B. A., Economics & Sociology
Howard Ward's Brown Brothers Harriman & Co. Experience September 1978 - June 1982
Job Director of Growth Equities at GAMCO Investors
Industry Financial Services
Experience
GAMCO Investors January 1995 - Present
Scudder, Stevens and Clark June 1982 - January 1995
Brown Brothers Harriman & Co. September 1978 - June 1982
Skills
Equities, Alternative Investments, Series 7, Asset Managment, Hedge Funds, Asset Management, Fixed Income, Asset Allocation
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
GAMCO Investors January 1995 - Present
Scudder, Stevens and Clark June 1982 - January 1995
Brown Brothers Harriman & Co. September 1978 - June 1982
Skills
Equities, Alternative Investments, Series 7, Asset Managment, Hedge Funds, Asset Management, Fixed Income, Asset Allocation
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
Paul Perez's Brown Brothers Harriman & Co. Experience March 2011 - Present
Job Subcustodian Network Management at Brown Brothers Harriman Relationship Manager and Market Analyst
Industry Financial Services
Experience
Brown Brothers Harriman & Co March 2011 - Present
Brown Brothers Harriman March 2007 - February 2011
Brown Brothers Harriman & Co April 2005 - February 2007
Brown Brothers Harriman & Co. April 2004 - April 2005
Brown Brothers Harriman & Co. November 2000 - April 2004
Skills
Corporate Actions, Global Custody, Mutual Funds, Equities, Bloomberg, Fee Negotiation, Contract Negotiation, Due Diligence, Project Coordination, Bilingual, International Relations, Bank Relationship..., Regulatory Research, Product Information..., Spanish, Client Relationship..., Customer Presentations, Market Research
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
MBA, Master in Business Adminstration
Boston University Questrom School of Business 1996 — 2000
Bachelors, Finnce and Intenational Business Management
Brown Brothers Harriman & Co March 2011 - Present
Brown Brothers Harriman March 2007 - February 2011
Brown Brothers Harriman & Co April 2005 - February 2007
Brown Brothers Harriman & Co. April 2004 - April 2005
Brown Brothers Harriman & Co. November 2000 - April 2004
Skills
Corporate Actions, Global Custody, Mutual Funds, Equities, Bloomberg, Fee Negotiation, Contract Negotiation, Due Diligence, Project Coordination, Bilingual, International Relations, Bank Relationship..., Regulatory Research, Product Information..., Spanish, Client Relationship..., Customer Presentations, Market Research
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
MBA, Master in Business Adminstration
Boston University Questrom School of Business 1996 — 2000
Bachelors, Finnce and Intenational Business Management
Eric Szostek's Brown Brothers Harriman & Co. Experience
Job Manager at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co.
Skills
Fund Accounting
Education
Merrimack College 1988 — 2003
BA, International Business and Economics
Brown Brothers Harriman & Co.
Skills
Fund Accounting
Education
Merrimack College 1988 — 2003
BA, International Business and Economics
Nancy Ginsberg's Brown Brothers Harriman & Co. Experience October 2014 - Present
Job Chief Legal Administrator at Brown Brothers Harriman & Co.
Industry Legal Services
Experience
Brown Brothers Harriman & Co. October 2014 - Present
Legal and Financial Services January 2014 - September 2014
NYSE Euronext October 1991 - December 2013
Skills
Government, Budgets, Risk Management, Governance, Vendor Management, Securities, Corporate Governance, Outlook, Securities Regulation, Mergers & Acquisitions, AML, Human Resources, Legal Research, Office Management, Corporate Law, Equities, Finance, Management, Microsoft Excel, Due Diligence, Financial Services
Education
Kingsborough Community College
Associate's Degree
City University of New York-Brooklyn College
Brown Brothers Harriman & Co. October 2014 - Present
Legal and Financial Services January 2014 - September 2014
NYSE Euronext October 1991 - December 2013
Skills
Government, Budgets, Risk Management, Governance, Vendor Management, Securities, Corporate Governance, Outlook, Securities Regulation, Mergers & Acquisitions, AML, Human Resources, Legal Research, Office Management, Corporate Law, Equities, Finance, Management, Microsoft Excel, Due Diligence, Financial Services
Education
Kingsborough Community College
Associate's Degree
City University of New York-Brooklyn College
Amanda Reilly's Brown Brothers Harriman & Co. Experience 1994 - 2010
Job Case Studies and Social Media Associate, Harvard Law School Library Case Studies Department
Industry Financial Services
Experience
Harvard Law School Library - Case Studies Department September 2013 - Present
SADL - HOCR 2012 - 2015
Eileen Fisher June 2013 - August 2013
Harvard Law School Library - Case Studies Department May 2013 - May 2013
Make-A-Wish Foundation 2012 - 2012
Seamans Capital Management, LLC June 2010 - November 2011
Brown Brothers Harriman & Co. 1994 - 2010
Education
Simmons College - Simmons School of Management 2015 — 2016
Master of Business Administration (MBA), Business Management and Sustainability
Simmons College - Simmons School of Management 2012 — 2014
Master of Science (M.S.), Management, 3.9
Wittenberg University 1988 — 1992
B.A., English
Dana Hall School 1983 — 1988
H.S. Diploma
Harvard Law School Library - Case Studies Department September 2013 - Present
SADL - HOCR 2012 - 2015
Eileen Fisher June 2013 - August 2013
Harvard Law School Library - Case Studies Department May 2013 - May 2013
Make-A-Wish Foundation 2012 - 2012
Seamans Capital Management, LLC June 2010 - November 2011
Brown Brothers Harriman & Co. 1994 - 2010
Education
Simmons College - Simmons School of Management 2015 — 2016
Master of Business Administration (MBA), Business Management and Sustainability
Simmons College - Simmons School of Management 2012 — 2014
Master of Science (M.S.), Management, 3.9
Wittenberg University 1988 — 1992
B.A., English
Dana Hall School 1983 — 1988
H.S. Diploma
Daniel Paredes's Brown Brothers Harriman & Co. Experience July 2006 - September 2007
Job Trade Operations Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management Company, LLP October 2007 - Present
Brown Brothers Harriman & Co. July 2006 - September 2007
Wellington Management Company, LLP January 2004 - July 2005
State Street Global Markets January 2003 - August 2003
Skills
FX Options, SWIFT messages, Fixed Income, Equities, Foreign Exchange, Settlement, Back Office
Education
Northeastern University 2001 — 2006
BS, Finance and International Business
Wellington Management Company, LLP October 2007 - Present
Brown Brothers Harriman & Co. July 2006 - September 2007
Wellington Management Company, LLP January 2004 - July 2005
State Street Global Markets January 2003 - August 2003
Skills
FX Options, SWIFT messages, Fixed Income, Equities, Foreign Exchange, Settlement, Back Office
Education
Northeastern University 2001 — 2006
BS, Finance and International Business
Liz Salica's Brown Brothers Harriman & Co. Experience June 1971 - January 1974
Job Registered NurseQueens Surgical Center, Mercy Medical Center, Brown Brothers Harriman & Co.
Industry Medical Practice
Experience
Surgical Center March 2004 - Present
Mercy Medical Center August 1994 - October 2001
Brown Brothers Harriman & Co. June 1971 - January 1974
Skills
ACLS, Nursing, BLS, Acute Care, Medical/Surgical, Inpatient, Patient Safety, Hospitals, Healthcare Management, Telemetry
Education
Kingsborough Community College 1989 — 1992
Associates, Registered Nurse
St. John Villa Academy 1967 — 1971
academic
Surgical Center March 2004 - Present
Mercy Medical Center August 1994 - October 2001
Brown Brothers Harriman & Co. June 1971 - January 1974
Skills
ACLS, Nursing, BLS, Acute Care, Medical/Surgical, Inpatient, Patient Safety, Hospitals, Healthcare Management, Telemetry
Education
Kingsborough Community College 1989 — 1992
Associates, Registered Nurse
St. John Villa Academy 1967 — 1971
academic
John Scott Cherry's Brown Brothers Harriman & Co. Experience October 2010 - August 2012
Job 3i Capital Group
Industry Financial Services
Experience
3i Capital Group December 2013 - Present
Mizuho Securities USA Inc. June 2013 - December 2013
Brown Brothers Harriman & Co. October 2010 - August 2012
Brown Brothers Harriman & Co. March 2009 - October 2010
Brown Brothers Harriman & Co. February 2005 - March 2009
Skills
Portfolio Management, Asset Management, Financial Markets, Securities, Equities, Financial Services, Capital Markets, Corporate Actions, Asset Managment, Fixed Income, Bloomberg, Mutual Funds, Global Custody, Securities Lending, Settlement, Investments, Relationship Management, Financial Analysis, Financial Accounting, Financial Modeling, Supply Chain Management
Education
Northeastern University 2012 — 2015
D'Amore-McKim School of Business, Finance
Saint Vincent College 2001 — 2004
BS, Business Management
3i Capital Group December 2013 - Present
Mizuho Securities USA Inc. June 2013 - December 2013
Brown Brothers Harriman & Co. October 2010 - August 2012
Brown Brothers Harriman & Co. March 2009 - October 2010
Brown Brothers Harriman & Co. February 2005 - March 2009
Skills
Portfolio Management, Asset Management, Financial Markets, Securities, Equities, Financial Services, Capital Markets, Corporate Actions, Asset Managment, Fixed Income, Bloomberg, Mutual Funds, Global Custody, Securities Lending, Settlement, Investments, Relationship Management, Financial Analysis, Financial Accounting, Financial Modeling, Supply Chain Management
Education
Northeastern University 2012 — 2015
D'Amore-McKim School of Business, Finance
Saint Vincent College 2001 — 2004
BS, Business Management
Susan N. Morrison's Brown Brothers Harriman & Co. Experience 2000 - 2011
Job Asset Management Attorney Fidelity Investments Presently Seeking New Opportunities
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
JPMorgan Chase Bank, N.A. June 2012 - July 2014
Brown Brothers Harriman & Co. 2000 - 2011
Skills
Securities, Hedge Funds, Asset Management, Capital Markets, Securities Lending, FX, Corporate Actions, Mutual Funds, Compliance, Banking, Equities, Fixed Income, Investments, Client Service, Risk Management, Funding, Corporate Finance, Private Equity, Financial Analysis, Customer Relations, Alternative Investments, Financial Markets, Global Custody, Trading, Investment Banking, Negotiation, Contract Negotiation, Cash, Credit, Corporate Governance, Contract Review, Document Drafting, Independent Research, Transaction Negotiations, SEC compliance, FINRA, SEC regulations, Investment Companies, Deal Structure, Legal Agreements, Legal Documents, Bank Negotiations, Work-outs, Debt Restructuring, Contract Writing, Contract Preparation, Dodd-Frank, Derivatives, Foreign Exchange, Commercial Lending
Education
New England School of Law
Juris Doctorate, Business Law
Babson College
Masters in Business Administration, Finance and Taxation
Suffolk University
Bachelor of Science in Business Administration, Finance and Marketing
Fidelity Investments May 2014 - Present
JPMorgan Chase Bank, N.A. June 2012 - July 2014
Brown Brothers Harriman & Co. 2000 - 2011
Skills
Securities, Hedge Funds, Asset Management, Capital Markets, Securities Lending, FX, Corporate Actions, Mutual Funds, Compliance, Banking, Equities, Fixed Income, Investments, Client Service, Risk Management, Funding, Corporate Finance, Private Equity, Financial Analysis, Customer Relations, Alternative Investments, Financial Markets, Global Custody, Trading, Investment Banking, Negotiation, Contract Negotiation, Cash, Credit, Corporate Governance, Contract Review, Document Drafting, Independent Research, Transaction Negotiations, SEC compliance, FINRA, SEC regulations, Investment Companies, Deal Structure, Legal Agreements, Legal Documents, Bank Negotiations, Work-outs, Debt Restructuring, Contract Writing, Contract Preparation, Dodd-Frank, Derivatives, Foreign Exchange, Commercial Lending
Education
New England School of Law
Juris Doctorate, Business Law
Babson College
Masters in Business Administration, Finance and Taxation
Suffolk University
Bachelor of Science in Business Administration, Finance and Marketing
Grace. Aquitania's Brown Brothers Harriman & Co. Experience April 2005 - Present
Job Office Manager, AVP Wealth Management, Philadelphia at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. April 2005 - Present
Education
Penn State University 1996 — 2000
Bachelor of Science, Business/Finance
Brown Brothers Harriman & Co. April 2005 - Present
Education
Penn State University 1996 — 2000
Bachelor of Science, Business/Finance
Greg Steier's Brown Brothers Harriman & Co. Experience 1992 - Present
Job Managing Director at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. 1992 - Present
Skills
Fixed Income, Fixed Income Trading, Fixed Income Products, Asset Management, Asset Allocation, Quantitative Analysis, Hedge Funds, Series 4, Series 7, Series 63, Series 53, Series 9/10, Investment Management, Bloomberg, Securities, Fund Of Funds
Education
NYU 1994 — 1996
Master of Business Administration (MBA), Finance, General
NYU 1988 — 1992
Bachelor of Science (B.S.), Accounting
Brown Brothers Harriman & Co. 1992 - Present
Skills
Fixed Income, Fixed Income Trading, Fixed Income Products, Asset Management, Asset Allocation, Quantitative Analysis, Hedge Funds, Series 4, Series 7, Series 63, Series 53, Series 9/10, Investment Management, Bloomberg, Securities, Fund Of Funds
Education
NYU 1994 — 1996
Master of Business Administration (MBA), Finance, General
NYU 1988 — 1992
Bachelor of Science (B.S.), Accounting
Michael Lavastida's Brown Brothers Harriman & Co. Experience April 2007 - July 2014
Job AVP at Brown Brothers Harriman
Industry Financial Services
Experience
AIG August 2014 - Present
Brown Brothers Harriman & Co. April 2007 - July 2014
ITP Integrated Trade Processing May 2003 - November 2006
Intergen Company September 1997 - March 2002
Skills
SaaS, Project Management, PaaS, VMware Infrastructure, IT Infrastructure Design, IT Infrastructure..., Cloud Computing IaaS, Solution Architecture, IT Strategy, Solaris 8/9/10, Bloomberg, Cloud Storage, Mutual Funds, Eagle PACE, Equities, STAR, Gemfire, Financial Services, Cloud Computing, MQ Series, Exadata, Exalogic, Macola Progression, Hitachi Storage, RedHat, Securities, Red Hat Linux, Solace, WebSphere MQ, PMO, Perl, Enterprise Architecture, Oracle RAC, IMDB, IMDG, Network Architecture, IaaS, EMC Storage, Solaris
Education
Manhattan College
Electrical and Electronics Engineering
State University of New York College at Purchase
MIS, Computer and Information Systems
AIG August 2014 - Present
Brown Brothers Harriman & Co. April 2007 - July 2014
ITP Integrated Trade Processing May 2003 - November 2006
Intergen Company September 1997 - March 2002
Skills
SaaS, Project Management, PaaS, VMware Infrastructure, IT Infrastructure Design, IT Infrastructure..., Cloud Computing IaaS, Solution Architecture, IT Strategy, Solaris 8/9/10, Bloomberg, Cloud Storage, Mutual Funds, Eagle PACE, Equities, STAR, Gemfire, Financial Services, Cloud Computing, MQ Series, Exadata, Exalogic, Macola Progression, Hitachi Storage, RedHat, Securities, Red Hat Linux, Solace, WebSphere MQ, PMO, Perl, Enterprise Architecture, Oracle RAC, IMDB, IMDG, Network Architecture, IaaS, EMC Storage, Solaris
Education
Manhattan College
Electrical and Electronics Engineering
State University of New York College at Purchase
MIS, Computer and Information Systems
Ashley Sousa's Brown Brothers Harriman & Co. Experience December 2006 - July 2012
Job Van Eck Global Supervisor of Reconciliation & Performance Team
Industry Investment Management
Experience
Van Eck Global Market Vectors ETFs October 2014 - Present
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. May 2013 - October 2014
PwC November 2012 - December 2012
Brown Brothers Harriman & Co. December 2006 - July 2012
State Street June 2004 - December 2006
Skills
Business Process..., Mutual Funds, Project Management, Risk Analysis, Process Flow Charts, General Ledger, GAAP, Team Mentoring, Analytical Skills, Lean Thinking, Microsoft Excel, Word,..., Employee Training, Procedure Review, Client Service Oriented, VBA, SWIFT messaging, Bloomberg, Reuters, Wall Street Office (WSO), Eagle STAR Accounting...
Education
University of Alabama 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Van Eck Global Market Vectors ETFs October 2014 - Present
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. May 2013 - October 2014
PwC November 2012 - December 2012
Brown Brothers Harriman & Co. December 2006 - July 2012
State Street June 2004 - December 2006
Skills
Business Process..., Mutual Funds, Project Management, Risk Analysis, Process Flow Charts, General Ledger, GAAP, Team Mentoring, Analytical Skills, Lean Thinking, Microsoft Excel, Word,..., Employee Training, Procedure Review, Client Service Oriented, VBA, SWIFT messaging, Bloomberg, Reuters, Wall Street Office (WSO), Eagle STAR Accounting...
Education
University of Alabama 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Jeffrey Orlando's Brown Brothers Harriman & Co. Experience 1996 - Present
Job Vice President at Brown Brothers Harriman & Co.
Industry Banking
Experience
Brown Brothers Harriman & Co. 1996 - Present
Skills
Credit Risk, Global Custody, Private Banking, Security Operations, Operational Risk, Cash Management, Treasury Services, Approval Process, Exposure Assessment, Management, Business Continuity...
Education
D'Amore-McKim School of Business at Northeastern University
Graduate Certificate in Advanced Management Studies
Rutgers University-New Brunswick
Bachelor's degree, Economics
Brown Brothers Harriman & Co. 1996 - Present
Skills
Credit Risk, Global Custody, Private Banking, Security Operations, Operational Risk, Cash Management, Treasury Services, Approval Process, Exposure Assessment, Management, Business Continuity...
Education
D'Amore-McKim School of Business at Northeastern University
Graduate Certificate in Advanced Management Studies
Rutgers University-New Brunswick
Bachelor's degree, Economics
Charles LaRosa, CAIA's Brown Brothers Harriman & Co. Experience October 1996 - July 1998
Job Manager at KPMG LLP
Industry Investment Management
Experience
KPMG LLP January 2012 - Present
U.S. Securities and Exchange Commission April 2004 - January 2012
Independent Economic Research Consultant June 2002 - March 2004
Credit Suisse First Boston Corporation October 2000 - May 2002
Donaldson, Lufkin & Jenrette Securities Corporation July 1998 - October 2000
Brown Brothers Harriman & Co. October 1996 - July 1998
Skills
Portfolio Management, Risk Management
Education
The George Washington University 1993 — 1995
Master of Business Administration (MBA)
The Catholic University of America 1989 — 1993
Bachelor of Arts (B.A.)
KPMG LLP January 2012 - Present
U.S. Securities and Exchange Commission April 2004 - January 2012
Independent Economic Research Consultant June 2002 - March 2004
Credit Suisse First Boston Corporation October 2000 - May 2002
Donaldson, Lufkin & Jenrette Securities Corporation July 1998 - October 2000
Brown Brothers Harriman & Co. October 1996 - July 1998
Skills
Portfolio Management, Risk Management
Education
The George Washington University 1993 — 1995
Master of Business Administration (MBA)
The Catholic University of America 1989 — 1993
Bachelor of Arts (B.A.)
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation