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
Brett Newcomb Brett Newcomb's Brown Brothers Harriman & Co. Experience March 2007 - April 2007
Job Senior Associate at Beacon Consulting Group
Industry Management Consulting
Experience
Beacon Consulting Group June 2013 - Present
BNP Paribas Investment Partners December 2010 - May 2013
State Street Global Advisors September 2009 - December 2010
State Street Global Advisors March 2008 - September 2009
State Street Global Advisors May 2007 - May 2008
Brown Brothers Harriman & Co March 2007 - April 2007
Unica Corporation September 2006 - March 2007
EMC Corporation June 2005 - August 2005
EMC Corporation February 2005 - May 2005
Skills
Financial Reporting, Financial Analysis, Financial Statements, Equities, Fixed Income, Risk Management, Securities, Trading, Financial Risk, Investments, Finance, Portfolio Management, Analysis, Financial Modeling, Management, Asset Management, Financial Services, Mutual Funds, Valuation, Alternative Investments, Internal Audit, Bloomberg, Auditing
Education
Bentley University 2002 — 2006
Bachelor of Science, Corporate Finance and Accounting
Beacon Consulting Group June 2013 - Present
BNP Paribas Investment Partners December 2010 - May 2013
State Street Global Advisors September 2009 - December 2010
State Street Global Advisors March 2008 - September 2009
State Street Global Advisors May 2007 - May 2008
Brown Brothers Harriman & Co March 2007 - April 2007
Unica Corporation September 2006 - March 2007
EMC Corporation June 2005 - August 2005
EMC Corporation February 2005 - May 2005
Skills
Financial Reporting, Financial Analysis, Financial Statements, Equities, Fixed Income, Risk Management, Securities, Trading, Financial Risk, Investments, Finance, Portfolio Management, Analysis, Financial Modeling, Management, Asset Management, Financial Services, Mutual Funds, Valuation, Alternative Investments, Internal Audit, Bloomberg, Auditing
Education
Bentley University 2002 — 2006
Bachelor of Science, Corporate Finance and Accounting
John P. Jack Hogan John P. Jack Hogan's Brown Brothers Harriman & Co. Experience June 2008 - February 2010
Job Assistant Vice President at Eastern Bank
Industry Banking
Experience
Eastern Bank April 2012 - July 2013
Eastern Bank December 2011 - April 2012
Eastern Bank January 2011 - April 2012
Commonwealth Foreign Exchange April 2010 - December 2010
Brown Brothers Harriman & Co June 2008 - February 2010
Ameriprise Financial Services Inc May 2005 - September 2005
Rhode Island General Treasurer's Office September 2004 - December 2004
Skills
Portfolio Management, Credit Analysis, Finance, Loans, Accounting, Analysis, Financial Analysis, Mutual Funds, Investments, Commercial Lending, Financial Modeling, Banking, Commercial Banking, Credit, Financial Accounting, New Business Development, Credit Risk
Education
Boston College 2012 — 2015
Master of Business Administration (MBA)
University of Rhode Island 2004 — 2008
Bachelor of Science, Finance
Eastern Bank April 2012 - July 2013
Eastern Bank December 2011 - April 2012
Eastern Bank January 2011 - April 2012
Commonwealth Foreign Exchange April 2010 - December 2010
Brown Brothers Harriman & Co June 2008 - February 2010
Ameriprise Financial Services Inc May 2005 - September 2005
Rhode Island General Treasurer's Office September 2004 - December 2004
Skills
Portfolio Management, Credit Analysis, Finance, Loans, Accounting, Analysis, Financial Analysis, Mutual Funds, Investments, Commercial Lending, Financial Modeling, Banking, Commercial Banking, Credit, Financial Accounting, New Business Development, Credit Risk
Education
Boston College 2012 — 2015
Master of Business Administration (MBA)
University of Rhode Island 2004 — 2008
Bachelor of Science, Finance
William Cannon's Brown Brothers Harriman & Co. Experience June 2010 - September 2012
Job Experienced Associate Assurance at PwC
Industry Financial Services
Experience
PwC December 2014 - Present
Brown Brothers Harriman September 2012 - November 2014
Brown Brothers Harriman & Co June 2010 - September 2012
Skills
Internal Audit, Financial Services, Financial Audits, IIA Standards, GAAP, Operations Audit, Mutual Funds, Corporate Actions, Bloomberg, Control Environment, Visio, Euroclear, Securities, Settlement, Fixed Income, Global Custody, Equities, Microsoft Excel, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Accounting, Tax, Wealth Management, General Ledger, Tax Preparation, Auditing, CCAR
Education
Bentley University 2012 — 2016
Master of Business Administration (M.B.A.), Accounting, Law and Taxation
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Accounting
PwC December 2014 - Present
Brown Brothers Harriman September 2012 - November 2014
Brown Brothers Harriman & Co June 2010 - September 2012
Skills
Internal Audit, Financial Services, Financial Audits, IIA Standards, GAAP, Operations Audit, Mutual Funds, Corporate Actions, Bloomberg, Control Environment, Visio, Euroclear, Securities, Settlement, Fixed Income, Global Custody, Equities, Microsoft Excel, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Accounting, Tax, Wealth Management, General Ledger, Tax Preparation, Auditing, CCAR
Education
Bentley University 2012 — 2016
Master of Business Administration (M.B.A.), Accounting, Law and Taxation
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Matthew Ledoux's Brown Brothers Harriman & Co. Experience April 2004 - November 2004
Job Sr. Analyst
Industry Information Technology and Services
Experience
MetLife January 2014 - August 2015
Bank of America November 2012 - October 2013
American Tire Distributors October 2011 - November 2012
Ally Bank May 2011 - October 2011
WE Aubuchon & Co September 2010 - May 2011
Staples September 2009 - September 2010
Bowne and Company May 2008 - May 2009
State Street Corp July 2007 - March 2008
Bank of America Securities April 2005 - July 2007
Brown Brothers Harriman & Co April 2004 - November 2004
Skills
SDLC, SharePoint, Information Technology, Visio, Networking
Education
Cardinal Spellman H.S. 1989 — 2003
Stonehill College
B.S, Business Administration; Management
MetLife January 2014 - August 2015
Bank of America November 2012 - October 2013
American Tire Distributors October 2011 - November 2012
Ally Bank May 2011 - October 2011
WE Aubuchon & Co September 2010 - May 2011
Staples September 2009 - September 2010
Bowne and Company May 2008 - May 2009
State Street Corp July 2007 - March 2008
Bank of America Securities April 2005 - July 2007
Brown Brothers Harriman & Co April 2004 - November 2004
Skills
SDLC, SharePoint, Information Technology, Visio, Networking
Education
Cardinal Spellman H.S. 1989 — 2003
Stonehill College
B.S, Business Administration; Management
Bryan Ryczek Bryan Ryczek's Brown Brothers Harriman & Co. Experience December 2007 - January 2010
Job iOS Developer at FlowMo
Industry Information Technology and Services
Experience
FlowMo September 2014 - Present
SELF EMPLOYED March 2011 - July 2015
ZoomTilt January 2013 - August 2013
Startup Institute November 2012 - December 2012
BROWN BROTHERS HARRIMAN & CO December 2007 - January 2010
JPMorgan Chase July 2007 - December 2007
NUTTY STEPH'S VERMONT November 2005 - November 2006
Skills
Strategic Planning, Microsoft Office, Product Development, Business Planning, Microsoft Excel, Customer Service, Financial Modeling, Business Strategy, Leadership, Business Analysis, Change Management, Team Leadership, PowerPoint, Microsoft Word, Public Speaking
Education
Harvard University 2010 — 2011
University of Vermont 2001 — 2005
B.S, Finance
FlowMo September 2014 - Present
SELF EMPLOYED March 2011 - July 2015
ZoomTilt January 2013 - August 2013
Startup Institute November 2012 - December 2012
BROWN BROTHERS HARRIMAN & CO December 2007 - January 2010
JPMorgan Chase July 2007 - December 2007
NUTTY STEPH'S VERMONT November 2005 - November 2006
Skills
Strategic Planning, Microsoft Office, Product Development, Business Planning, Microsoft Excel, Customer Service, Financial Modeling, Business Strategy, Leadership, Business Analysis, Change Management, Team Leadership, PowerPoint, Microsoft Word, Public Speaking
Education
Harvard University 2010 — 2011
University of Vermont 2001 — 2005
B.S, Finance
Elaine Sitterson's Brown Brothers Harriman & Co. Experience May 2000 - September 2002
Job Senior Compensation Manager with Consulting, Program Management, HRIS, and Employee Management Experience
Industry Human Resources
Experience
Symantec November 2013 - Present
VMware October 2011 - November 2013
Risk Management Solutions May 2008 - October 2011
Radford Surveys & Consulting July 2007 - May 2008
INTEGRATED Healthcare Strategies February 2003 - July 2007
Brown Brothers Harriman & Co May 2000 - September 2002
Skills
Deferred Compensation, Employee Engagement, Performance Management, Incentive Programs, HRIS, Talent Management, Human Resources, Employee Relations, Succession Planning, Organizational..., Data Analysis, Executive Pay, Comparative Market..., Salary Review, Project Management, Workday, Compensation Structure..., Benefits Administration, Employee Benefits, Management, Workforce Planning, Compensation & Benefit, Compensation Structures, Onboarding, Compensations, Compensation Strategies, Compensation
Education
University of Oregon 1995 — 1998
Bachelor of Science, Psychology
Northeastern University School of Law 1998 — 1999
Symantec November 2013 - Present
VMware October 2011 - November 2013
Risk Management Solutions May 2008 - October 2011
Radford Surveys & Consulting July 2007 - May 2008
INTEGRATED Healthcare Strategies February 2003 - July 2007
Brown Brothers Harriman & Co May 2000 - September 2002
Skills
Deferred Compensation, Employee Engagement, Performance Management, Incentive Programs, HRIS, Talent Management, Human Resources, Employee Relations, Succession Planning, Organizational..., Data Analysis, Executive Pay, Comparative Market..., Salary Review, Project Management, Workday, Compensation Structure..., Benefits Administration, Employee Benefits, Management, Workforce Planning, Compensation & Benefit, Compensation Structures, Onboarding, Compensations, Compensation Strategies, Compensation
Education
University of Oregon 1995 — 1998
Bachelor of Science, Psychology
Northeastern University School of Law 1998 — 1999
Laura Andreasson Laura Andreasson's Brown Brothers Harriman & Co. Experience May 2007 - August 2007
Job Operations Manager at Vive Communications
Industry Telecommunications
Experience
Vive Communications October 2012 - Present
UBS Financial Services Inc: Private Wealth Management January 2012 - July 2012
State Street Global Advisors July 2010 - January 2012
Thomson Reuters May 2008 - August 2008
Brown Brothers Harriman & Co May 2007 - August 2007
Harvard University Real Estate Services June 2001 - August 2005
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Asset Managment, Financial Services, Financial Modeling, Data Analysis, Banking, Avaya, Organizational..., Mutual Funds, Microsoft Word, Customer Service, Social Media, Sales, Public Speaking, Management, Account Management, Finance, Leadership, Event Planning
Education
Roger Williams University 2005 — 2009
Bachelor of Science, Finance
Boston Latin School 1999 — 2005
Vive Communications October 2012 - Present
UBS Financial Services Inc: Private Wealth Management January 2012 - July 2012
State Street Global Advisors July 2010 - January 2012
Thomson Reuters May 2008 - August 2008
Brown Brothers Harriman & Co May 2007 - August 2007
Harvard University Real Estate Services June 2001 - August 2005
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Asset Managment, Financial Services, Financial Modeling, Data Analysis, Banking, Avaya, Organizational..., Mutual Funds, Microsoft Word, Customer Service, Social Media, Sales, Public Speaking, Management, Account Management, Finance, Leadership, Event Planning
Education
Roger Williams University 2005 — 2009
Bachelor of Science, Finance
Boston Latin School 1999 — 2005
Steven Sadowski Jr.'s Brown Brothers Harriman & Co. Experience June 2011 - November 2013
Job Institutional Research Associate at D.A. Davidson
Industry Capital Markets
Experience
D.A. Davidson & Co. November 2013 - Present
Brown Brothers Harriman & Co June 2011 - November 2013
Brown Brothers Harriman July 2010 - June 2011
Brookwood Financial Partners Beverly ,MA May 2009 - August 2009
Education
Bentley University
Bachelors of Science, Corporate Finance and Accounting
St. Johns Preparatory School
High School
D.A. Davidson & Co. November 2013 - Present
Brown Brothers Harriman & Co June 2011 - November 2013
Brown Brothers Harriman July 2010 - June 2011
Brookwood Financial Partners Beverly ,MA May 2009 - August 2009
Education
Bentley University
Bachelors of Science, Corporate Finance and Accounting
St. Johns Preparatory School
High School
Giselle D'Mello Giselle D'Mello's Brown Brothers Harriman & Co. Experience 2007 - 2008
Job Senior Finance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo October 2012 - 2014
Wells Fargo 2008 - 2012
Brown Brothers Harriman & Co 2007 - 2008
JPMorgan Chase 2005 - 2007
Fidelity Investments 2004 - 2005
Fidelity Investments 1999 - 2004
First Data Corporation 1997 - 1999
Skills
Budget Process, Forecasting, Product Profitability, Client Profitability, Financial Modeling, Financial Reporting, Strategic Planning, Problem Solving, Preparation of Business..., Activity Based Costing, Variance Analysis, Expense Management, Partnering, Cost Benefit, Financial Analysis, Influencing business..., Trend analysis
Education
Robert Morris University 1994 — 1996
Master of Business Administration (M.B.A.), Management and Accounting
University of Bombay
Bachelor of Commerce, Accounting and Economics
Wells Fargo December 2014 - Present
Wells Fargo October 2012 - 2014
Wells Fargo 2008 - 2012
Brown Brothers Harriman & Co 2007 - 2008
JPMorgan Chase 2005 - 2007
Fidelity Investments 2004 - 2005
Fidelity Investments 1999 - 2004
First Data Corporation 1997 - 1999
Skills
Budget Process, Forecasting, Product Profitability, Client Profitability, Financial Modeling, Financial Reporting, Strategic Planning, Problem Solving, Preparation of Business..., Activity Based Costing, Variance Analysis, Expense Management, Partnering, Cost Benefit, Financial Analysis, Influencing business..., Trend analysis
Education
Robert Morris University 1994 — 1996
Master of Business Administration (M.B.A.), Management and Accounting
University of Bombay
Bachelor of Commerce, Accounting and Economics
John Policano John Policano's Brown Brothers Harriman & Co. Experience August 2000 - September 2005
Job Franklin Templeton Services Private Funds at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2013 - Present
HSBC Security Services (Fund Admin. & Global Custody) September 2005 - September 2012
Brown Brothers Harriman & Co August 2000 - September 2005
JPMorgan Chase August 1988 - August 2000
Skills
Fund Administration, Fund Of Funds, Fund Accounting, Alternative Investments, Hedge Funds, Global Custody, Transfer Agency, Relationship Management, Asset Management, Banking, Mutual Funds, Trading, Bloomberg, Financial Services, Client Services, Corporate Actions, Cash Management, Valuation, AML, Derivatives
Education
New Jersey City University
Bachelor's degree, Business Administration
Franklin Templeton Investments April 2013 - Present
HSBC Security Services (Fund Admin. & Global Custody) September 2005 - September 2012
Brown Brothers Harriman & Co August 2000 - September 2005
JPMorgan Chase August 1988 - August 2000
Skills
Fund Administration, Fund Of Funds, Fund Accounting, Alternative Investments, Hedge Funds, Global Custody, Transfer Agency, Relationship Management, Asset Management, Banking, Mutual Funds, Trading, Bloomberg, Financial Services, Client Services, Corporate Actions, Cash Management, Valuation, AML, Derivatives
Education
New Jersey City University
Bachelor's degree, Business Administration
Francisco J. Vidal, CFA Francisco J. Vidal, CFA's Brown Brothers Harriman & Co. Experience September 1997 - Present
Job Managing Director, Brown Brothers Harriman & Co
Industry Financial Services
Experience
Brown Brothers Harriman & Co September 1997 - Present
Scotiabank January 1992 - September 1997
The Bank of New York October 1988 - August 1990
Skills
Portfolio Management, Equities, Trading, Fixed Income, Finance, Asset Management, Financial Analysis, Investments, Mutual Funds, Banking, Management, Series 7, Securities Lending, Alternative Investments, Global Custody, Latin America, Equity Research, Capital Markets, Bloomberg, Foreign Exchange, Insurance, Corporate Finance, Series 63
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance and International Business
Fordham University 1986 — 1988
BS, Finance
Lehigh
Brown Brothers Harriman & Co September 1997 - Present
Scotiabank January 1992 - September 1997
The Bank of New York October 1988 - August 1990
Skills
Portfolio Management, Equities, Trading, Fixed Income, Finance, Asset Management, Financial Analysis, Investments, Mutual Funds, Banking, Management, Series 7, Securities Lending, Alternative Investments, Global Custody, Latin America, Equity Research, Capital Markets, Bloomberg, Foreign Exchange, Insurance, Corporate Finance, Series 63
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance and International Business
Fordham University 1986 — 1988
BS, Finance
Lehigh
Vincent Dancel Vincent Dancel's Brown Brothers Harriman & Co. Experience April 2007 - Present
Job Asst. Vice President at Brown Brothers & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co April 2007 - Present
Phillips Van-Heusen October 2000 - April 2007
PVH November 2001 - August 2003
PVH November 2000 - November 2001
Skills
Active Directory, Auditing, CISSP, Derivatives, Governance, IT Audit, IT Management, Incident Management, Information Security, Information Security..., Lotus Notes, Network Security, Microsoft SQL Server, Oracle, Process Improvement, Risk Management, Software Documentation, Security, System Administration, Troubleshooting, Unix, VPN
Education
Kean University
Bachelor's of Science Degree, Computer Science; Information Systems Option
The Cittone Institute
Diploma, Network Systems
University of Massachusetts
Biology
Brown Brothers Harriman & Co April 2007 - Present
Phillips Van-Heusen October 2000 - April 2007
PVH November 2001 - August 2003
PVH November 2000 - November 2001
Skills
Active Directory, Auditing, CISSP, Derivatives, Governance, IT Audit, IT Management, Incident Management, Information Security, Information Security..., Lotus Notes, Network Security, Microsoft SQL Server, Oracle, Process Improvement, Risk Management, Software Documentation, Security, System Administration, Troubleshooting, Unix, VPN
Education
Kean University
Bachelor's of Science Degree, Computer Science; Information Systems Option
The Cittone Institute
Diploma, Network Systems
University of Massachusetts
Biology
Harry Ngai Harry Ngai's Brown Brothers Harriman & Co. Experience January 1981 - Present
Job VP Operations Client Services manager at Credit Agricole Securities USA Inc.
Industry Financial Services
Experience
Credit Agricole Securities USA Inc. January 1996 - Present
Credit Agricole Securities January 1996 - Present
Brown Brothers Harriman & Co January 1981 - Present
Brown Brothers Harriman April 1981 - January 1996
Skills
Securities, Equities, Fixed Income, Back Office, Settlement, DTC, Corporate Actions, Bloomberg
Education
Queensborough Community College 1979 — 1981
Some college, Towards accounting
Credit Agricole Securities USA Inc. January 1996 - Present
Credit Agricole Securities January 1996 - Present
Brown Brothers Harriman & Co January 1981 - Present
Brown Brothers Harriman April 1981 - January 1996
Skills
Securities, Equities, Fixed Income, Back Office, Settlement, DTC, Corporate Actions, Bloomberg
Education
Queensborough Community College 1979 — 1981
Some college, Towards accounting
Mitch Marburg, PMP, MA Mitch Marburg, PMP, MA's Brown Brothers Harriman & Co. Experience October 1991 - July 1997
Job
Industry Information Technology and Services
Experience
The Bank of New York Mellon July 1997 - Present
Brown Brothers Harriman & Co October 1991 - July 1997
Mutual of America January 1988 - January 1990
E.F. Hutton & Company, Inc April 1987 - January 1988
Skills
TSO, Requirements Analysis, Process Improvement, CICS, Project Portfolio..., IBM Mainframe, Project Management, MS Project, COBOL, SDLC, Management, Microsoft SQL Server, DB2, Performance Tuning, SQL, Software Project...
Education
City University of New York-Brooklyn College 1989 — 1991
Masters, Computer Science
State University of New York at Stony Brook 1983 — 1987
BA, Information Technology
The Bank of New York Mellon July 1997 - Present
Brown Brothers Harriman & Co October 1991 - July 1997
Mutual of America January 1988 - January 1990
E.F. Hutton & Company, Inc April 1987 - January 1988
Skills
TSO, Requirements Analysis, Process Improvement, CICS, Project Portfolio..., IBM Mainframe, Project Management, MS Project, COBOL, SDLC, Management, Microsoft SQL Server, DB2, Performance Tuning, SQL, Software Project...
Education
City University of New York-Brooklyn College 1989 — 1991
Masters, Computer Science
State University of New York at Stony Brook 1983 — 1987
BA, Information Technology
Alison Schramm Alison Schramm's Brown Brothers Harriman & Co. Experience October 2005 - November 2010
Job Account Manager at Thomson Reuters
Industry Law Practice
Experience
Thomson Reuters July 2011 - Present
Brown Brothers Harriman & Co October 2005 - November 2010
Bank of America April 2005 - October 2005
Skills
Account Management, Corporate Law, Legal, Sales, Legal Research, Westlaw, Contract Negotiation, Litigation Support, Strategic Planning, Business Development
Education
State University of New York at Buffalo - Law School 2001 — 2004
Juris Doctor, Law
Syracuse University 1997 — 2001
Bachelor of Arts, English and Textual Studies
Thomson Reuters July 2011 - Present
Brown Brothers Harriman & Co October 2005 - November 2010
Bank of America April 2005 - October 2005
Skills
Account Management, Corporate Law, Legal, Sales, Legal Research, Westlaw, Contract Negotiation, Litigation Support, Strategic Planning, Business Development
Education
State University of New York at Buffalo - Law School 2001 — 2004
Juris Doctor, Law
Syracuse University 1997 — 2001
Bachelor of Arts, English and Textual Studies
Garvin Young Garvin Young's Brown Brothers Harriman & Co. Experience May 2008 - June 2014
Job FX Business Development at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman & Co May 2008 - June 2014
Bloomberg Tradebook March 2007 - May 2008
Brown Brothers Harriman Investment Management March 2003 - April 2007
Skills
Fixed Income, Options, FX Options, Hedge Funds, Equities, Series 63, Electronic Trading, Securities, Series 7, Bloomberg, Trading
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2006
Master of Business Administration (MBA)
New Jersey City University
Bachelor of Arts (B.A.), Economics
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman & Co May 2008 - June 2014
Bloomberg Tradebook March 2007 - May 2008
Brown Brothers Harriman Investment Management March 2003 - April 2007
Skills
Fixed Income, Options, FX Options, Hedge Funds, Equities, Series 63, Electronic Trading, Securities, Series 7, Bloomberg, Trading
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2006
Master of Business Administration (MBA)
New Jersey City University
Bachelor of Arts (B.A.), Economics
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
Bill Bennett's Brown Brothers Harriman & Co. Experience June 2005 - May 2007
Job Senior Strategic Account Executive Global Financial Services at SAS Institute
Industry Financial Services
Experience
SAS Institute July 2015 - Present
HazelTree Treasury Management Solutions August 2013 - July 2015
Bloomberg September 2011 - August 2013
Union Bank / HighMark Capital Management 2009 - August 2011
Credit Suisse May 2007 - 2009
Brown Brothers Harriman & Co June 2005 - May 2007
Plexus Group, a division of JPMorgan June 2004 - June 2005
JPMorgan Chase February 2000 - June 2004
Citigroup August 1996 - February 2000
L'Oreal USA February 1991 - August 1996
Skills
Fixed Income, Equities, Derivatives, Investments, Asset Management, Hedge Funds, FX Options, Securities, New Business Development, Trading Systems, Financial Markets, Financial Services, ETFs, Mutual Funds, Cash Management, Private Equity, Investment Management, Banking, Asset Managment, Risk Management, Portfolio Management, Bloomberg, Relationship Management, Alternative Investments, Foreign Exchange, Strategy, Team Leadership, Cash, Client Development, Equities & Derivatives, French Fluency, Treasury Management, Investment Strategies, FX Dealing, FX Dealing platforms, Fund Administration, Institutional..., Prime Brokerage, Operations Management, Investor Relations, Sales Management, Series 7, series 3, Series 63, Finance, Management, Trading, Capital Markets, Financial Risk, Corporate Finance
Education
Fordham Gabelli School of Business
MBA, International Finance
Worcester Polytechnic Institute 1985 — 1989
BS, Industrial / Management Engineering
Ramsey 1980 — 1986
Wandell 1974 — 1983
SAS Institute July 2015 - Present
HazelTree Treasury Management Solutions August 2013 - July 2015
Bloomberg September 2011 - August 2013
Union Bank / HighMark Capital Management 2009 - August 2011
Credit Suisse May 2007 - 2009
Brown Brothers Harriman & Co June 2005 - May 2007
Plexus Group, a division of JPMorgan June 2004 - June 2005
JPMorgan Chase February 2000 - June 2004
Citigroup August 1996 - February 2000
L'Oreal USA February 1991 - August 1996
Skills
Fixed Income, Equities, Derivatives, Investments, Asset Management, Hedge Funds, FX Options, Securities, New Business Development, Trading Systems, Financial Markets, Financial Services, ETFs, Mutual Funds, Cash Management, Private Equity, Investment Management, Banking, Asset Managment, Risk Management, Portfolio Management, Bloomberg, Relationship Management, Alternative Investments, Foreign Exchange, Strategy, Team Leadership, Cash, Client Development, Equities & Derivatives, French Fluency, Treasury Management, Investment Strategies, FX Dealing, FX Dealing platforms, Fund Administration, Institutional..., Prime Brokerage, Operations Management, Investor Relations, Sales Management, Series 7, series 3, Series 63, Finance, Management, Trading, Capital Markets, Financial Risk, Corporate Finance
Education
Fordham Gabelli School of Business
MBA, International Finance
Worcester Polytechnic Institute 1985 — 1989
BS, Industrial / Management Engineering
Ramsey 1980 — 1986
Wandell 1974 — 1983
Antonio Couto, CFA's Brown Brothers Harriman & Co. Experience 1988 - 1990
Job Financial Management Consulting
Industry Financial Services
Experience
ABB Financial Services, Inc. 1997 - 2001
Chase Manhattan Corporation 1995 - 1996
Credit Suisse First Boston 1990 - 1995
Brown Brothers Harriman & Co 1988 - 1990
Citibank, N.A. 1982 - 1988
Portuguese Navy 1964 - 1980
Skills
Asset Allocation, Financial Risk..., Investments, Due Diligence, Finance, Portfolio Management, Risk Management, Private Equity, Financial Analysis, Corporate Finance, Capital Markets, Financial Modeling, Mergers, Investment Banking, Banking, Strategic Financial..., Treasury Management, Restructuring, Business Planning, Equities, Valuation, Financial Services, Credit, Project Finance, Derivatives, Financial Risk, Financial Structuring, Entrepreneurship, Management, Mergers & Acquisitions, Business Strategy, Asset Management, Cash Management, Executive Management, Financial Advisory, Credit Risk, Securities, Commercial Banking, Structured Products, Hedge Funds, Wealth Management, Private Banking, Investment Management
Education
Massachusetts Institute of Technology 1980 — 1982
MS, Management
Massachusetts Institute of Technology 1971 — 1974
MS, OE, Ocean Engineering
Escola Naval (Naval Academy) 1964 — 1968
BS, Naval Sciences
ABB Financial Services, Inc. 1997 - 2001
Chase Manhattan Corporation 1995 - 1996
Credit Suisse First Boston 1990 - 1995
Brown Brothers Harriman & Co 1988 - 1990
Citibank, N.A. 1982 - 1988
Portuguese Navy 1964 - 1980
Skills
Asset Allocation, Financial Risk..., Investments, Due Diligence, Finance, Portfolio Management, Risk Management, Private Equity, Financial Analysis, Corporate Finance, Capital Markets, Financial Modeling, Mergers, Investment Banking, Banking, Strategic Financial..., Treasury Management, Restructuring, Business Planning, Equities, Valuation, Financial Services, Credit, Project Finance, Derivatives, Financial Risk, Financial Structuring, Entrepreneurship, Management, Mergers & Acquisitions, Business Strategy, Asset Management, Cash Management, Executive Management, Financial Advisory, Credit Risk, Securities, Commercial Banking, Structured Products, Hedge Funds, Wealth Management, Private Banking, Investment Management
Education
Massachusetts Institute of Technology 1980 — 1982
MS, Management
Massachusetts Institute of Technology 1971 — 1974
MS, OE, Ocean Engineering
Escola Naval (Naval Academy) 1964 — 1968
BS, Naval Sciences
Al Barbarino Al Barbarino's Brown Brothers Harriman & Co. Experience August 2007 - November 2009
Job Editor, recapitalnews.com at PEI Alternative Insight
Industry Writing and Editing
Experience
PEI - Alternative Insight May 2015 - Present
PEI - Alternative Insight June 2014 - Present
The Commercial Observer November 2012 - May 2014
Real Estate Weekly January 2012 - November 2012
New York Daily News January 2011 - August 2011
Brown Brothers Harriman & Co August 2007 - November 2009
Skills
Journalism, Editing, Research, Social Media, PowerPoint, Blogging, Microsoft Excel, Microsoft Word, Microsoft Office, Video Production, Video Editing, Italian, Wordpress, Interviewing Skills, Copy Editing, Feature Articles, Editorial, Storytelling, WordPress, Writing, News Writing
Education
City University of New York Graduate School of Journalism 2010 — 2011
M.A., Journalism
State University of New York College at Geneseo 2000 — 2004
B.A., Journalism/Media Studies
West Genesee High School
PEI - Alternative Insight May 2015 - Present
PEI - Alternative Insight June 2014 - Present
The Commercial Observer November 2012 - May 2014
Real Estate Weekly January 2012 - November 2012
New York Daily News January 2011 - August 2011
Brown Brothers Harriman & Co August 2007 - November 2009
Skills
Journalism, Editing, Research, Social Media, PowerPoint, Blogging, Microsoft Excel, Microsoft Word, Microsoft Office, Video Production, Video Editing, Italian, Wordpress, Interviewing Skills, Copy Editing, Feature Articles, Editorial, Storytelling, WordPress, Writing, News Writing
Education
City University of New York Graduate School of Journalism 2010 — 2011
M.A., Journalism
State University of New York College at Geneseo 2000 — 2004
B.A., Journalism/Media Studies
West Genesee High School
Traci Lander Traci Lander's Brown Brothers Harriman & Co. Experience 2001 - 2005
Job Owner at Handled with Care Transitions
Industry Consumer Services
Experience
Handled with Care Transitions 2005 - Present
Tufts Health Plan 2008 - 2009
OnProcess Technology 2006 - 2007
Brown Brothers Harriman & Co 2001 - 2005
Putnam Investments 1998 - 2001
Cross Country Automotive Services 1994 - 1999
Skills
Sales, Program Management, Training, Sales Management, Management, Employee Benefits, Recruiting, Strategy, Analysis, Project Planning, Software Documentation, Microsoft Office, Insurance, Change Management, New Business Development, SDLC, Business Process, Time Management, Business Analysis, Team Leadership
Education
Clark University 1984 — 1987
BA
UCLA
Handled with Care Transitions 2005 - Present
Tufts Health Plan 2008 - 2009
OnProcess Technology 2006 - 2007
Brown Brothers Harriman & Co 2001 - 2005
Putnam Investments 1998 - 2001
Cross Country Automotive Services 1994 - 1999
Skills
Sales, Program Management, Training, Sales Management, Management, Employee Benefits, Recruiting, Strategy, Analysis, Project Planning, Software Documentation, Microsoft Office, Insurance, Change Management, New Business Development, SDLC, Business Process, Time Management, Business Analysis, Team Leadership
Education
Clark University 1984 — 1987
BA
UCLA
Dianne Furey Dianne Furey's Brown Brothers Harriman & Co. Experience January 1997 - January 2009
Job CAREER TARGET: MEDICAL ADMINISTRATIVE COORDINATOR
Industry Hospital & Health Care
Experience
American Career Institute July 2010 - November 2010
MDP January 2010 - February 2010
Brown Brothers Harriman & Co January 1997 - January 2009
Brown Brothers Harriman & Co January 1996 - January 1997
Brown Brothers Harriman & Co January 1995 - January 1996
Brown Brothers Harriman & Co January 1991 - January 1995
Skills
Excel, Customer Relations, Word, Lotus Notes, Medisoft, Medical Terminology, Workflow Analysis, Compliance, Billing, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word
Education
American International College 2009 — 2010
CCS Cert, Medical Administration Program, Medical Billing and Coding Program
Northeastern University 1996 — 2002
BS, Business Management
Northeastern University 1996 — 2002
Certificate, Human Resource Management
American Career Institute July 2010 - November 2010
MDP January 2010 - February 2010
Brown Brothers Harriman & Co January 1997 - January 2009
Brown Brothers Harriman & Co January 1996 - January 1997
Brown Brothers Harriman & Co January 1995 - January 1996
Brown Brothers Harriman & Co January 1991 - January 1995
Skills
Excel, Customer Relations, Word, Lotus Notes, Medisoft, Medical Terminology, Workflow Analysis, Compliance, Billing, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word
Education
American International College 2009 — 2010
CCS Cert, Medical Administration Program, Medical Billing and Coding Program
Northeastern University 1996 — 2002
BS, Business Management
Northeastern University 1996 — 2002
Certificate, Human Resource Management
Claire E. Soja's Brown Brothers Harriman & Co. Experience January 1974 - May 2005
Job Senior Vice President Portfolio Manager at Winslow Evans & Crocker
Industry Financial Services
Experience
Winslow, Evans & Crocker, Inc. August 2014 - Present
Detwiler Fenton Investment Management LLC May 2010 - July 2014
Detwiler Fenton Investment Management LLC June 2005 - July 2014
Brown Brothers Harriman & Co January 1974 - May 2005
Skills
Asset Allocation, High net worth private..., Customized portfolio..., Highly personalized..., Technical based..., Investment Advisory, Investments
Education
Boston University
BA, College of Liberal Arts
Winslow, Evans & Crocker, Inc. August 2014 - Present
Detwiler Fenton Investment Management LLC May 2010 - July 2014
Detwiler Fenton Investment Management LLC June 2005 - July 2014
Brown Brothers Harriman & Co January 1974 - May 2005
Skills
Asset Allocation, High net worth private..., Customized portfolio..., Highly personalized..., Technical based..., Investment Advisory, Investments
Education
Boston University
BA, College of Liberal Arts
Jason Glenn's Brown Brothers Harriman & Co. Experience August 2007 - August 2011
Job MBA, Seeking Marketing Opportunities in Southern US
Industry Consumer Goods
Experience
Woodstream Corporation January 2015 - June 2015
Suffolk University January 2014 - December 2014
Armstrong World Industries May 2014 - August 2014
WB Mason June 2012 - December 2012
The Jay Group September 2011 - June 2012
Brown Brothers Harriman & Co August 2007 - August 2011
State Street Bank & Trust Co September 2006 - August 2007
State Street Bank & Trust Co August 2005 - September 2006
Armstrong DLW AG June 2003 - August 2003
Intier Magna AG June 2002 - August 2002
Skills
Financial Reporting, Financial Statements, Analysis, Forecasting, Accounts Receivable, IFRS, General Ledger, GAAP, Data Analysis, Financial Analysis, Accounting, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Mutual Funds, SEC filings, Bloomberg, Financial Accounting, Financial Audits, Cash Flow, Budgets, Management, Valuation, Investments, Account Reconciliation, International..., Marketing Communications, World Travel, Business Process Mapping, Integrated Marketing, International Business, Marketing Strategy, German to English, Global Marketing, Marketing Management, Global Business..., Internal Communications, Strategic Planning, Environmental Issues, Environmental Awareness, International Sales, Solar Energy, Marketing, Sales, Strategy
Education
Suffolk University - Sawyer Business School 2013 — 2014
Master of Business Administration (M.B.A.), International Marketing
Boston University 2001 — 2005
B.A, Economics
TASIS England High School 1999 — 2001
Woodstream Corporation January 2015 - June 2015
Suffolk University January 2014 - December 2014
Armstrong World Industries May 2014 - August 2014
WB Mason June 2012 - December 2012
The Jay Group September 2011 - June 2012
Brown Brothers Harriman & Co August 2007 - August 2011
State Street Bank & Trust Co September 2006 - August 2007
State Street Bank & Trust Co August 2005 - September 2006
Armstrong DLW AG June 2003 - August 2003
Intier Magna AG June 2002 - August 2002
Skills
Financial Reporting, Financial Statements, Analysis, Forecasting, Accounts Receivable, IFRS, General Ledger, GAAP, Data Analysis, Financial Analysis, Accounting, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Mutual Funds, SEC filings, Bloomberg, Financial Accounting, Financial Audits, Cash Flow, Budgets, Management, Valuation, Investments, Account Reconciliation, International..., Marketing Communications, World Travel, Business Process Mapping, Integrated Marketing, International Business, Marketing Strategy, German to English, Global Marketing, Marketing Management, Global Business..., Internal Communications, Strategic Planning, Environmental Issues, Environmental Awareness, International Sales, Solar Energy, Marketing, Sales, Strategy
Education
Suffolk University - Sawyer Business School 2013 — 2014
Master of Business Administration (M.B.A.), International Marketing
Boston University 2001 — 2005
B.A, Economics
TASIS England High School 1999 — 2001
Wil Dorlus's Brown Brothers Harriman & Co. Experience January 2008 - August 2010
Job Experienced Tax Professional, Property Manager, and Real Estate Agent
Industry Accounting
Experience
EY January 2014 - Present
Dorlus Ventures May 2000 - Present
RBS Citizens August 2012 - January 2014
Boardwalk Properties November 2010 - August 2011
Brown Brothers Harriman & Co January 2008 - August 2010
JPMorgan Chase August 2006 - November 2007
FedEx Office August 2000 - August 2006
Skills
Corporate Tax, Partnership Taxation, Small Business Tax, Personal Income Tax..., Multi-state tax returns, Property Management, Real Estate Sales..., Casualty Insurance, Retail Banking, Loan Origination, Residential Mortgages, Home Equity Lines of..., Financial Analysis, MS Excel Pivot Tables, Sales Presentations, Public Speaking, Manage Client..., Cross-training, Customer Service, Process Improvement, Conflict Resolution, Bilingual
Education
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science in Management, Accounting
EY January 2014 - Present
Dorlus Ventures May 2000 - Present
RBS Citizens August 2012 - January 2014
Boardwalk Properties November 2010 - August 2011
Brown Brothers Harriman & Co January 2008 - August 2010
JPMorgan Chase August 2006 - November 2007
FedEx Office August 2000 - August 2006
Skills
Corporate Tax, Partnership Taxation, Small Business Tax, Personal Income Tax..., Multi-state tax returns, Property Management, Real Estate Sales..., Casualty Insurance, Retail Banking, Loan Origination, Residential Mortgages, Home Equity Lines of..., Financial Analysis, MS Excel Pivot Tables, Sales Presentations, Public Speaking, Manage Client..., Cross-training, Customer Service, Process Improvement, Conflict Resolution, Bilingual
Education
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science in Management, Accounting
Iveta Nocifora Iveta Nocifora's Brown Brothers Harriman & Co. Experience October 2008 - Present
Job Senior Associate at EZOPS Inc.
Industry Financial Services
Experience
EZOPS Inc. March 2015 - Present
Brown Brothers Harriman & Co October 2008 - Present
State Street Corp June 2007 - October 2008
Skills
Securities Lending, Hyperion Reports, Business Objects, Fixed Income, Equities, Fund Accounting, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Brio Query, Mutual Funds, Project Management, Bulgarian, French, Slavic Languages
Education
Northeastern University 2013 — 2014
Certificate, Business Administration and Management, General
University of Massachusetts, Amherst 2003 — 2007
Economics, Economics
EZOPS Inc. March 2015 - Present
Brown Brothers Harriman & Co October 2008 - Present
State Street Corp June 2007 - October 2008
Skills
Securities Lending, Hyperion Reports, Business Objects, Fixed Income, Equities, Fund Accounting, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Brio Query, Mutual Funds, Project Management, Bulgarian, French, Slavic Languages
Education
Northeastern University 2013 — 2014
Certificate, Business Administration and Management, General
University of Massachusetts, Amherst 2003 — 2007
Economics, Economics
Samantha Burgess MBA Samantha Burgess MBA's Brown Brothers Harriman & Co. Experience December 2007 - June 2011
Job Assistant Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
Information Overload June 2011 - February 2013
Brown Brothers Harriman & Co December 2007 - June 2011
Sun Life Financial Inc October 2002 - December 2007
Yankee Systems, Inc. (division of Relyco) February 2000 - June 2002
Goldman Sachs, Inc August 1999 - February 2000
Skills
Management, Process Improvement, Mutual Funds, Financial Services, Market Research, Public Speaking, CRM, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2009
Master of Business Administration, Global Management Concentration
Loyola University, Institute for Paralegal Studies 1994 — 1995
Certificate, Paralegal Studies
Stonehill College
Bachelor of Science, Business Administration; Marketing
J.P. Morgan February 2013 - Present
Information Overload June 2011 - February 2013
Brown Brothers Harriman & Co December 2007 - June 2011
Sun Life Financial Inc October 2002 - December 2007
Yankee Systems, Inc. (division of Relyco) February 2000 - June 2002
Goldman Sachs, Inc August 1999 - February 2000
Skills
Management, Process Improvement, Mutual Funds, Financial Services, Market Research, Public Speaking, CRM, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2009
Master of Business Administration, Global Management Concentration
Loyola University, Institute for Paralegal Studies 1994 — 1995
Certificate, Paralegal Studies
Stonehill College
Bachelor of Science, Business Administration; Marketing
Andy Kwok Andy Kwok's Brown Brothers Harriman & Co. Experience May 2007 - March 2012
Job Associate at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Brown Brothers Harriman April 2012 - April 2014
Brown Brothers Harriman & Co May 2007 - March 2012
State Street Corporation March 2004 - May 2007
Skills
Fund Accounting, Bloomberg Terminal, Financial Analysis, Business Analysis, Corporate Actions, Analysis, Project Management, Financial Services, Securities, Global Custody, Fund Administration, Fixed Income, Equities, Mutual Funds, Bloomberg, Investments, Portfolio Management
Education
Northeastern University - Graduate School of Business Administration 2011 — 2014
MBA/MSF
Central Connecticut State University 2001 — 2003
Bachelor of Science, Management Information System
JPMorgan Chase April 2014 - Present
Brown Brothers Harriman April 2012 - April 2014
Brown Brothers Harriman & Co May 2007 - March 2012
State Street Corporation March 2004 - May 2007
Skills
Fund Accounting, Bloomberg Terminal, Financial Analysis, Business Analysis, Corporate Actions, Analysis, Project Management, Financial Services, Securities, Global Custody, Fund Administration, Fixed Income, Equities, Mutual Funds, Bloomberg, Investments, Portfolio Management
Education
Northeastern University - Graduate School of Business Administration 2011 — 2014
MBA/MSF
Central Connecticut State University 2001 — 2003
Bachelor of Science, Management Information System
Daniel Taub Daniel Taub's Brown Brothers Harriman & Co. Experience June 2002 - April 2004
Job Strategic Planning Consultant at TechnoServe
Industry Management Consulting
Experience
TechnoServe April 2015 - August 2015
TechnoServe April 2011 - March 2015
Applied Materials June 2009 - April 2011
Applied Materials May 2007 - December 2009
Marakon Associates April 2004 - May 2007
Brown Brothers Harriman & Co June 2002 - April 2004
Skills
Go-to-market Strategy, Energy Policy, Mergers, Business Strategy, Economics, Segmentation, Financial Modeling, Strategy, Due Diligence, Competitive Analysis, Valuation, Market Analysis, Renewable Energy, Energy, Business Development, Mergers & Acquisitions, Venture Capital, Start-ups, Emerging Markets, International Business, Strategic Planning, Management, Consulting
Education
Connecticut College 1998 — 2002
Bachelor's Degree, Economics, 3.75
School for International Training 2000 — 2000
Southern Cone Regional Integration & Economics
TechnoServe April 2015 - August 2015
TechnoServe April 2011 - March 2015
Applied Materials June 2009 - April 2011
Applied Materials May 2007 - December 2009
Marakon Associates April 2004 - May 2007
Brown Brothers Harriman & Co June 2002 - April 2004
Skills
Go-to-market Strategy, Energy Policy, Mergers, Business Strategy, Economics, Segmentation, Financial Modeling, Strategy, Due Diligence, Competitive Analysis, Valuation, Market Analysis, Renewable Energy, Energy, Business Development, Mergers & Acquisitions, Venture Capital, Start-ups, Emerging Markets, International Business, Strategic Planning, Management, Consulting
Education
Connecticut College 1998 — 2002
Bachelor's Degree, Economics, 3.75
School for International Training 2000 — 2000
Southern Cone Regional Integration & Economics
Scott (Scott Bruno) Vaughan's Brown Brothers Harriman & Co. Experience December 2008 - August 2009
Job Account Manager/Sales and Service Representative at AGS Safety & Supply
Industry Logistics and Supply Chain
Experience
AGS Safety & Supply April 2015 - Present
RBD Athletics March 2015 - Present
NIIT Technologies Limited May 2013 - July 2013
Mesquite High School May 2012 - April 2013
South Mountain Community College November 2011 - October 2012
Performance Advisors LLC July 2011 - December 2011
Provident Trust Group May 2011 - September 2011
John Hancock Financial Services (John Hancock Funds) December 2010 - March 2011
Genworth Financial Trust Company May 2010 - September 2010
Brown Brothers Harriman & Co December 2008 - August 2009
Skills
Performance Management, Financial Reporting, SEC compliance, Accounting, Tax, Coaching, Excel, Customer Relations, Microsoft Excel, Leadership, Customer Service, Project Management, SEC, Business Development, Strategic Planning, Forecasting, Program Management, Budgets, Finance, Financial Analysis, Team Building, Process Improvement, Accounts Payable, Risk Management, Business Planning, Small Business, Mergers & Acquisitions, Business Process..., Entrepreneurship, Strategic Financial..., Training, Sales, Start-ups, Portfolio Management, Managerial Finance, Analysis, Account Reconciliation, Management, Internal Controls, Due Diligence, Investments, Financial Services, Securities, Mutual Funds, Asset Management, Auditing, Internal Audit, Valuation, Financial Statements, Cash Management
Education
Fitchburg State University 1991 — 1993
Bacholer of Science, Business Administration - Accounting
Middlesex Community College 1989 — 1991
Associate of Science (A.S.), Business Administration - Accounting
Westford Academy 1985 — 1989
Diploma, College Prep, Business, Accounting
AGS Safety & Supply April 2015 - Present
RBD Athletics March 2015 - Present
NIIT Technologies Limited May 2013 - July 2013
Mesquite High School May 2012 - April 2013
South Mountain Community College November 2011 - October 2012
Performance Advisors LLC July 2011 - December 2011
Provident Trust Group May 2011 - September 2011
John Hancock Financial Services (John Hancock Funds) December 2010 - March 2011
Genworth Financial Trust Company May 2010 - September 2010
Brown Brothers Harriman & Co December 2008 - August 2009
Skills
Performance Management, Financial Reporting, SEC compliance, Accounting, Tax, Coaching, Excel, Customer Relations, Microsoft Excel, Leadership, Customer Service, Project Management, SEC, Business Development, Strategic Planning, Forecasting, Program Management, Budgets, Finance, Financial Analysis, Team Building, Process Improvement, Accounts Payable, Risk Management, Business Planning, Small Business, Mergers & Acquisitions, Business Process..., Entrepreneurship, Strategic Financial..., Training, Sales, Start-ups, Portfolio Management, Managerial Finance, Analysis, Account Reconciliation, Management, Internal Controls, Due Diligence, Investments, Financial Services, Securities, Mutual Funds, Asset Management, Auditing, Internal Audit, Valuation, Financial Statements, Cash Management
Education
Fitchburg State University 1991 — 1993
Bacholer of Science, Business Administration - Accounting
Middlesex Community College 1989 — 1991
Associate of Science (A.S.), Business Administration - Accounting
Westford Academy 1985 — 1989
Diploma, College Prep, Business, Accounting
Ali Ayub's Brown Brothers Harriman & Co. Experience August 2008 - Present
Job Investor Services Client Receivables and Accruals Manager
Industry Financial Services
Experience
Brown Brothers Harriman & Co August 2008 - Present
Brown Brothers Harriman & Co September 2006 - August 2008
Brown Brothers Harriman & Co August 2003 - September 2005
Brown Brothers Harriman & Co October 2001 - August 2003
Brown Brothers Harriman & Co February 2001 - October 2001
Skills
Process Improvement, Accounting, Account Reconciliation, Budgets, Analysis, Management, Financial Services, Risk Management, Financial Analysis, Internal Controls, Accounts Receivable, Business Analysis, Investments, Financial Modeling, Internal Audit
Education
Boston University
BS, Aerospace Engineering
Boston University College of Engineering
Bachelor of Science, Aerospace Engineering
Brown Brothers Harriman & Co August 2008 - Present
Brown Brothers Harriman & Co September 2006 - August 2008
Brown Brothers Harriman & Co August 2003 - September 2005
Brown Brothers Harriman & Co October 2001 - August 2003
Brown Brothers Harriman & Co February 2001 - October 2001
Skills
Process Improvement, Accounting, Account Reconciliation, Budgets, Analysis, Management, Financial Services, Risk Management, Financial Analysis, Internal Controls, Accounts Receivable, Business Analysis, Investments, Financial Modeling, Internal Audit
Education
Boston University
BS, Aerospace Engineering
Boston University College of Engineering
Bachelor of Science, Aerospace Engineering
James Tutko Jr. James Tutko Jr.'s Brown Brothers Harriman & Co. Experience May 2005 - December 2007
Job Vice President at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services August 2012 - Present
State Street Global Advisors February 2011 - August 2012
State Street Global Advisors December 2007 - February 2011
Brown Brothers Harriman & Co May 2005 - December 2007
Ameriquest Mortgage Co. July 2004 - February 2005
Skills
Hedge Funds, Bloomberg, Financial Analysis, Investments, Equities, Fixed Income, Securities, Alternative Investments, Portfolio Management, Finance, Financial Modeling, Analysis, Management, Financial Services, CRM, Mutual Funds, Accounting
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor, Economics
Conifer Financial Services August 2012 - Present
State Street Global Advisors February 2011 - August 2012
State Street Global Advisors December 2007 - February 2011
Brown Brothers Harriman & Co May 2005 - December 2007
Ameriquest Mortgage Co. July 2004 - February 2005
Skills
Hedge Funds, Bloomberg, Financial Analysis, Investments, Equities, Fixed Income, Securities, Alternative Investments, Portfolio Management, Finance, Financial Modeling, Analysis, Management, Financial Services, CRM, Mutual Funds, Accounting
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor, Economics
Erika. Quinones Erika. Quinones's Brown Brothers Harriman & Co. Experience April 2008 - November 2013
Job Maitre D' for the Delta Sky Club 360 at Madison Square Garden
Industry Hospitality
Experience
Madison Square Garden August 2011 - Present
Legends April 2014 - December 2014
Brown Brothers Harriman & Co April 2008 - November 2013
Brown Brothers Harriman May 2005 - April 2008
Skills
Can type 70 wpm, Proficient in Microsoft..., Finance, Customer Service, Experience with..., New York City..., Invoicing, Microsoft Excel, Catering, Management, Time Management, Teamwork, Microsoft Word, Financial Analysis, Budgets, Hospitality, Event Management, Event Planning, Leadership, Outlook, PowerPoint, Microsoft Office, Social Media
Education
St. Peter's College 2001 — 2006
Political Science
Cardinal Spellman High School 1997 — 2001
Liberal Arts
Madison Square Garden August 2011 - Present
Legends April 2014 - December 2014
Brown Brothers Harriman & Co April 2008 - November 2013
Brown Brothers Harriman May 2005 - April 2008
Skills
Can type 70 wpm, Proficient in Microsoft..., Finance, Customer Service, Experience with..., New York City..., Invoicing, Microsoft Excel, Catering, Management, Time Management, Teamwork, Microsoft Word, Financial Analysis, Budgets, Hospitality, Event Management, Event Planning, Leadership, Outlook, PowerPoint, Microsoft Office, Social Media
Education
St. Peter's College 2001 — 2006
Political Science
Cardinal Spellman High School 1997 — 2001
Liberal Arts
Jeffrey Crisp Jeffrey Crisp's Brown Brothers Harriman & Co. Experience August 2013 - Present
Job Assistant Vice President, Client Service Manager Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman & Co August 2013 - Present
Brown Brothers Harriman June 2011 - August 2013
Brown Brothers Harriman March 2010 - June 2011
Brown Brothers Harriman June 2006 - March 2010
Brown Brothers Harriman September 2005 - June 2006
Brown Brothers Harriman June 2004 - September 2005
Skills
strong analytical skills, Creative Problem Solving, Client Relationship..., CRM, Bloomberg, Middle Office, Financial Services, Fund Accounting, Client Services, Mutual Funds, Corporate Actions, Fixed Income, Global Custody, Fund Administration, Securities, Trading, Equities, Investments, Derivatives, Management, Accounting
Education
Saint Michael's College 2000 — 2004
Business, Finance & Accounting
Universidad de Sevilla 2003 — 2003
Brown Brothers Harriman & Co August 2013 - Present
Brown Brothers Harriman June 2011 - August 2013
Brown Brothers Harriman March 2010 - June 2011
Brown Brothers Harriman June 2006 - March 2010
Brown Brothers Harriman September 2005 - June 2006
Brown Brothers Harriman June 2004 - September 2005
Skills
strong analytical skills, Creative Problem Solving, Client Relationship..., CRM, Bloomberg, Middle Office, Financial Services, Fund Accounting, Client Services, Mutual Funds, Corporate Actions, Fixed Income, Global Custody, Fund Administration, Securities, Trading, Equities, Investments, Derivatives, Management, Accounting
Education
Saint Michael's College 2000 — 2004
Business, Finance & Accounting
Universidad de Sevilla 2003 — 2003
John Denniston's Brown Brothers Harriman & Co. Experience September 2008 - May 2011
Job Agency Manager at Allstate Insurance Kurt Wicks Agency
Industry Insurance
Experience
Allstate Insurance - Kurt Wicks Agency August 2015 - Present
Allstate Insurance - Kurt Wicks Agency April 2013 - Present
Fidelity Investments May 2011 - March 2013
BROWN BROTHERS HARRIMAN & CO September 2008 - May 2011
NEW HAMPSHIRE FISHER CATS May 2007 - September 2007
Skills
CRM, Process Improvement, Investments, Analysis, Event Planning, Sales, Program Management, Leadership, Training, Negotiation, Banking, Equities, Fixed Income, Financial Analysis, Time Management, Financial Services, Research, Risk Management, Account Management, Customer Service, Mutual Funds, Asset Allocation, New Business Development, Securities
Education
Clemson University - College of Business and Behavioral Science 2003 — 2008
BS, Marketing
Clemson University
BS, Marketing
Allstate Insurance - Kurt Wicks Agency August 2015 - Present
Allstate Insurance - Kurt Wicks Agency April 2013 - Present
Fidelity Investments May 2011 - March 2013
BROWN BROTHERS HARRIMAN & CO September 2008 - May 2011
NEW HAMPSHIRE FISHER CATS May 2007 - September 2007
Skills
CRM, Process Improvement, Investments, Analysis, Event Planning, Sales, Program Management, Leadership, Training, Negotiation, Banking, Equities, Fixed Income, Financial Analysis, Time Management, Financial Services, Research, Risk Management, Account Management, Customer Service, Mutual Funds, Asset Allocation, New Business Development, Securities
Education
Clemson University - College of Business and Behavioral Science 2003 — 2008
BS, Marketing
Clemson University
BS, Marketing
Chris DeSimone Chris DeSimone's Brown Brothers Harriman & Co. Experience August 2008 - April 2010
Job Chief Strategy Officer at DayBlink Consulting
Industry Management Consulting
Experience
DayBlink Consulting January 2014 - Present
MorganFranklin Corporation June 2012 - December 2013
Accenture Institute for High Performance May 2011 - August 2011
Brown Brothers Harriman & Co August 2008 - April 2010
Brown Brothers Harriman April 2006 - August 2008
Brown Brothers Harriman December 2004 - April 2006
Skills
Strategy, Banking, Risk Management, Process Improvement, Management Consulting, Financial Modeling, Financial Risk, Business Strategy, Business Development, Program Management, Project Management, Financial Analysis, Analytics, Accounting, Consulting, Start-ups
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts, Economics
DayBlink Consulting January 2014 - Present
MorganFranklin Corporation June 2012 - December 2013
Accenture Institute for High Performance May 2011 - August 2011
Brown Brothers Harriman & Co August 2008 - April 2010
Brown Brothers Harriman April 2006 - August 2008
Brown Brothers Harriman December 2004 - April 2006
Skills
Strategy, Banking, Risk Management, Process Improvement, Management Consulting, Financial Modeling, Financial Risk, Business Strategy, Business Development, Program Management, Project Management, Financial Analysis, Analytics, Accounting, Consulting, Start-ups
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts, Economics
David Lucia David Lucia's Brown Brothers Harriman & Co. Experience October 2008 - January 2009
Job Real Estate Agent at Realty Express LaBarbera
Industry Real Estate
Experience
Realty Express LaBarbera January 2011 - Present
Yodle February 2010 - November 2010
Brown Brothers Harriman September 2008 - October 2010
Morgan Stanley February 2009 - August 2009
Brown Brothers Harriman & Co October 2008 - January 2009
Old Lane, LP June 2007 - September 2007
Skills
Hedge Funds, Sales, Real Estate, Options, Online Marketing, Investments, Trading, Time Management, Real Estate Transactions, Relocation, Residential Homes, Rentals, Condos, First Time Home Buyers, Sellers, Investment Properties
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Rhode Island Business School 2004 — 2008
Bachelor of Arts/Science, Business Administration
Realty Express LaBarbera January 2011 - Present
Yodle February 2010 - November 2010
Brown Brothers Harriman September 2008 - October 2010
Morgan Stanley February 2009 - August 2009
Brown Brothers Harriman & Co October 2008 - January 2009
Old Lane, LP June 2007 - September 2007
Skills
Hedge Funds, Sales, Real Estate, Options, Online Marketing, Investments, Trading, Time Management, Real Estate Transactions, Relocation, Residential Homes, Rentals, Condos, First Time Home Buyers, Sellers, Investment Properties
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Rhode Island Business School 2004 — 2008
Bachelor of Arts/Science, Business Administration
Albi Mezini's Brown Brothers Harriman & Co. Experience July 2007 - July 2014
Job Senior Client Services Account Manager
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman & Co July 2007 - July 2014
ReMax 2009 - 2011
Skills
Trading, Management, Leadership, Training, CRM, Bloomberg, Mutual Funds, Equities, Fixed Income, Fund Accounting, Hedge Funds, Financial Analysis, Investments, Fund Administration, Securities, Banking, Financial Services
Education
Bridgewater State College 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman & Co July 2007 - July 2014
ReMax 2009 - 2011
Skills
Trading, Management, Leadership, Training, CRM, Bloomberg, Mutual Funds, Equities, Fixed Income, Fund Accounting, Hedge Funds, Financial Analysis, Investments, Fund Administration, Securities, Banking, Financial Services
Education
Bridgewater State College 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
Matthew Gibbons's Brown Brothers Harriman & Co. Experience May 2004 - May 2006
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2015 - Present
Fidelity Capital Markets August 2011 - March 2015
State Street May 2008 - July 2011
State Street Corporation June 2006 - May 2008
Brown Brothers Harriman & Co May 2004 - May 2006
State Street Corporation August 2003 - May 2004
Skills
Series 7, Operational Risk..., Prime Brokerage, Capital Markets
Education
Trinity College-Hartford 1999 — 2003
B.A., Political Science
Boston College High School 1995 — 1999
University of Galway
Natixis Global Asset Management March 2015 - Present
Fidelity Capital Markets August 2011 - March 2015
State Street May 2008 - July 2011
State Street Corporation June 2006 - May 2008
Brown Brothers Harriman & Co May 2004 - May 2006
State Street Corporation August 2003 - May 2004
Skills
Series 7, Operational Risk..., Prime Brokerage, Capital Markets
Education
Trinity College-Hartford 1999 — 2003
B.A., Political Science
Boston College High School 1995 — 1999
University of Galway
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
Suzanne Lynch-Swarce Suzanne Lynch-Swarce's Brown Brothers Harriman & Co. Experience January 1995 - January 1997
Job Paraprofessional Educator, BridgewaterRaynham Regional School District
Industry Primary/Secondary Education
Experience
Middleboro Public Schools 2010 - 2013
Bridgewater Raynham School District 2011 - 2012
Boston Apparel Group March 2010 - March 2011
Talbots September 2007 - May 2008
Harvard Pilgrim Health Care February 2000 - September 2006
Apple Computer June 2003 - September 2003
Welch's January 1998 - February 2000
Brown Brothers Harriman & Co January 1995 - January 1997
Skills
Proofreading, Editing, Marketing, Software Documentation, Internal Communications, Fundraising, Nonprofits, Team Building, Training, Social Media, Publications, Public Speaking, Customer Service, Facebook, Blogging, Instructional Design, Microsoft Office, PowerPoint, Microsoft Word, Press Releases, Microsoft Excel, Event Planning
Education
Bridgewater State University 2014 — 2016
Master's degree
Clark University 1993 — 1995
BA
Cape Cod Community College 1991 — 1993
Associates
Dennis Yarmouth RHS 1983 — 1987
Middleboro Public Schools 2010 - 2013
Bridgewater Raynham School District 2011 - 2012
Boston Apparel Group March 2010 - March 2011
Talbots September 2007 - May 2008
Harvard Pilgrim Health Care February 2000 - September 2006
Apple Computer June 2003 - September 2003
Welch's January 1998 - February 2000
Brown Brothers Harriman & Co January 1995 - January 1997
Skills
Proofreading, Editing, Marketing, Software Documentation, Internal Communications, Fundraising, Nonprofits, Team Building, Training, Social Media, Publications, Public Speaking, Customer Service, Facebook, Blogging, Instructional Design, Microsoft Office, PowerPoint, Microsoft Word, Press Releases, Microsoft Excel, Event Planning
Education
Bridgewater State University 2014 — 2016
Master's degree
Clark University 1993 — 1995
BA
Cape Cod Community College 1991 — 1993
Associates
Dennis Yarmouth RHS 1983 — 1987
Ayush Agarwal Ayush Agarwal's Brown Brothers Harriman & Co. Experience March 2007 - January 2009
Job BA/PM at GMO
Industry Financial Services
Experience
GMO August 2010 - Present
Wipro Technologies/State Street October 2009 - August 2010
BBH March 2007 - January 2009
Brown Brothers Harriman & Co March 2007 - January 2009
Investors Bank & Trust April 2005 - March 2007
Investors Bank & Trust January 2004 - April 2005
Skills
Business Analysis, Requirements Gathering, Testing, Quality Assurance, Software Documentation, SDLC, Requirements Analysis, Management, Business Requirements, Software Project...
Education
Isenberg School of Management, UMass Amherst 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 2001 — 2003
Bachelor of Arts, Economics; International Relations
University of Massachusetts Boston 2000 — 2001
Transfer, Computer Science
Army Public School
KV Bairagarh
GMO August 2010 - Present
Wipro Technologies/State Street October 2009 - August 2010
BBH March 2007 - January 2009
Brown Brothers Harriman & Co March 2007 - January 2009
Investors Bank & Trust April 2005 - March 2007
Investors Bank & Trust January 2004 - April 2005
Skills
Business Analysis, Requirements Gathering, Testing, Quality Assurance, Software Documentation, SDLC, Requirements Analysis, Management, Business Requirements, Software Project...
Education
Isenberg School of Management, UMass Amherst 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 2001 — 2003
Bachelor of Arts, Economics; International Relations
University of Massachusetts Boston 2000 — 2001
Transfer, Computer Science
Army Public School
KV Bairagarh
Laurie Stavisky Laurie Stavisky's Brown Brothers Harriman & Co. Experience 1993 - 1995
Job Teacher
Industry Primary/Secondary Education
Experience
Vail Mountain School June 2014 - Present
Gore Range Montessori - Eagle December 2008 - May 2014
Andrus Family Fund September 2005 - September 2011
Vail Mountain School August 1996 - May 2004
Belmont Day School 1995 - 1996
Brown Brothers Harriman & Co 1993 - 1995
State Street Bank & Trust CO 1992 - 1993
Skills
Staff Development, Public Speaking, Nonprofits, Teaching, Special Education, Program Development, Volunteer Management, Classroom, Tutoring, Educational Leadership, Curriculum Development, Curriculum Design, Event Planning
Education
Lesley University 1995 — 1996
M.Ed., Elementary Education
Syracuse University 1987 — 1991
B.A., Psychology
Vail Mountain School June 2014 - Present
Gore Range Montessori - Eagle December 2008 - May 2014
Andrus Family Fund September 2005 - September 2011
Vail Mountain School August 1996 - May 2004
Belmont Day School 1995 - 1996
Brown Brothers Harriman & Co 1993 - 1995
State Street Bank & Trust CO 1992 - 1993
Skills
Staff Development, Public Speaking, Nonprofits, Teaching, Special Education, Program Development, Volunteer Management, Classroom, Tutoring, Educational Leadership, Curriculum Development, Curriculum Design, Event Planning
Education
Lesley University 1995 — 1996
M.Ed., Elementary Education
Syracuse University 1987 — 1991
B.A., Psychology
Andrew Gerstein Andrew Gerstein's Brown Brothers Harriman & Co. Experience February 2011 - April 2014
Job Associate Implementation Consultant at Kyriba
Industry Financial Services
Experience
Kyriba June 2015 - Present
Brown Brothers Harriman April 2014 - May 2015
Brown Brothers Harriman & Co February 2011 - April 2014
Bloomberg September 2010 - January 2011
Creative Financial Group of NJ June 2009 - August 2009
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor of Arts, Economics
Kyriba June 2015 - Present
Brown Brothers Harriman April 2014 - May 2015
Brown Brothers Harriman & Co February 2011 - April 2014
Bloomberg September 2010 - January 2011
Creative Financial Group of NJ June 2009 - August 2009
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor of Arts, Economics
Erin Rodat-Savla's Brown Brothers Harriman & Co. Experience March 1998 - September 1998
Job Vice President at Farland Group
Industry Information Services
Experience
Farland Group September 2014 - Present
independent consulting March 2011 - December 2014
Intellectual Capital Exchange (ICEX), Inc. August 2006 - December 2009
Intellectual Capital Exchange (ICEX), Inc. April 2004 - August 2006
Intellectual Capital Exchange (ICEX), Inc. April 2002 - April 2004
Payton Construction September 1998 - May 2001
Brown Brothers Harriman & Co March 1998 - September 1998
Albany College of Pharmacy February 1996 - October 1997
Skills
Business Intelligence, Program Management, Data Analysis, CRM, Research, Marketing Communications, Strategy, Public Speaking, Content Management, Training, Analytics, Management, Analysis, Proposal Writing, Management Consulting, Editing, Process Improvement
Education
Boston University Questrom School of Business 1999 — 2002
MBA/MSIS, Management, Information Systems
Binghamton University 1991 — 1995
Honors Bachelor of Arts, literature and rhetoric; graphic design
Farland Group September 2014 - Present
independent consulting March 2011 - December 2014
Intellectual Capital Exchange (ICEX), Inc. August 2006 - December 2009
Intellectual Capital Exchange (ICEX), Inc. April 2004 - August 2006
Intellectual Capital Exchange (ICEX), Inc. April 2002 - April 2004
Payton Construction September 1998 - May 2001
Brown Brothers Harriman & Co March 1998 - September 1998
Albany College of Pharmacy February 1996 - October 1997
Skills
Business Intelligence, Program Management, Data Analysis, CRM, Research, Marketing Communications, Strategy, Public Speaking, Content Management, Training, Analytics, Management, Analysis, Proposal Writing, Management Consulting, Editing, Process Improvement
Education
Boston University Questrom School of Business 1999 — 2002
MBA/MSIS, Management, Information Systems
Binghamton University 1991 — 1995
Honors Bachelor of Arts, literature and rhetoric; graphic design
Bivha Singh's Brown Brothers Harriman & Co. Experience June 1997 - June 1998
Job Director of Product Mgmt at Demandware
Industry Information Technology and Services
Experience
Demandware April 2013 - Present
Curata April 2012 - March 2013
XTRAC, A Fidelity Investments Company January 2010 - December 2011
Umbersystems May 2009 - January 2010
Brightcove December 2006 - December 2008
Endeca November 2004 - November 2006
Upromise November 2003 - November 2004
Inktomi Corporation/Webspective Inc., June 1998 - October 2001
Brown Brothers Harriman & Co June 1997 - June 1998
Progress Software May 1996 - June 1997
Skills
Search, Product Strategy, Enterprise Software, Distributed Systems, Team Leadership, Product Management, Product Marketing, SaaS, Market Analysis, Start-ups, Competitive Analysis, Agile, Business Intelligence, Web Analytics, Content Management, User Experience, Product Development, Cross-functional Team..., E-commerce, Mobile, Product Launch, Information Architecture, Agile Methodologies, Product Road Mapping, Feature Prioritization, Marketing, CRM, Strategy, Go-to-market Strategy, Analytics, Integration
Education
Northeastern University
MS, CS Engineering
Demandware April 2013 - Present
Curata April 2012 - March 2013
XTRAC, A Fidelity Investments Company January 2010 - December 2011
Umbersystems May 2009 - January 2010
Brightcove December 2006 - December 2008
Endeca November 2004 - November 2006
Upromise November 2003 - November 2004
Inktomi Corporation/Webspective Inc., June 1998 - October 2001
Brown Brothers Harriman & Co June 1997 - June 1998
Progress Software May 1996 - June 1997
Skills
Search, Product Strategy, Enterprise Software, Distributed Systems, Team Leadership, Product Management, Product Marketing, SaaS, Market Analysis, Start-ups, Competitive Analysis, Agile, Business Intelligence, Web Analytics, Content Management, User Experience, Product Development, Cross-functional Team..., E-commerce, Mobile, Product Launch, Information Architecture, Agile Methodologies, Product Road Mapping, Feature Prioritization, Marketing, CRM, Strategy, Go-to-market Strategy, Analytics, Integration
Education
Northeastern University
MS, CS Engineering
Sydney (Arell) Case's Brown Brothers Harriman & Co. Experience September 1998 - July 1999
Job TDR Reporting Program Coordinator
Industry Financial Services
Experience
State Street Corporation April 2015 - Present
State Street Corporation February 2007 - April 2015
Cuisine Chez Vous December 2000 - February 2007
Harvard Business School August 2006 - January 2007
Paper Source June 2004 - June 2005
The Boston Globe March 2000 - August 2003
Brown Brothers Harriman & Co September 1998 - July 1999
Skills
Knowledge Management, SDLC, CRM, Business Process, Process Improvement, Analysis, Project Management, Software Documentation, Leadership, Quality Assurance, Training, Requirements Gathering, Databases, Business Analysis
Education
Simmons College - Simmons School of Management 2005 — 2006
MBA
University of Massachusetts Boston 1996 — 2003
BA
State Street Corporation April 2015 - Present
State Street Corporation February 2007 - April 2015
Cuisine Chez Vous December 2000 - February 2007
Harvard Business School August 2006 - January 2007
Paper Source June 2004 - June 2005
The Boston Globe March 2000 - August 2003
Brown Brothers Harriman & Co September 1998 - July 1999
Skills
Knowledge Management, SDLC, CRM, Business Process, Process Improvement, Analysis, Project Management, Software Documentation, Leadership, Quality Assurance, Training, Requirements Gathering, Databases, Business Analysis
Education
Simmons College - Simmons School of Management 2005 — 2006
MBA
University of Massachusetts Boston 1996 — 2003
BA
Doug Greenwood's Brown Brothers Harriman & Co. Experience 1978 - 1981
Job CEO and Chief Operating Officer FINRA BD and SEC RIA
Industry Financial Services
Experience
Rila McKinley Group LLC March 2013 - Present
Academy Securities, Inc August 2009 - Present
Pickwick Capital Partners, LLC March 2007 - Present
Pickwick Capital Advisors 2006 - Present
Deutsche Banc Alex. Brown December 1987 - April 2000
Alex Brown & Sons, Inc 1995 - 1998
Brown Brothers Harriman & Co 1978 - 1981
Skills
Management, Hedge Funds, Investment Banking, Private Equity, Sales, Business Development, Leadership, Financial Modeling, Options, Credit, Venture Capital, Trading, Due Diligence, Corporate Development, Securities, Banking, Strategy, Alternative Investments, Equities, Emerging Markets, Investment Management, Equity Trading, Capital Markets, Investments, Funding, Fixed Income, Series 7, Corporate Finance, Marketing, Investment Advisory, Asset Management, Financial Advisory, Valuation, Derivatives, Mergers & Acquisitions, Financial Services, Private Placements, Mutual Funds
Education
Princeton University 1969 — 1973
BA, History
Rila McKinley Group LLC March 2013 - Present
Academy Securities, Inc August 2009 - Present
Pickwick Capital Partners, LLC March 2007 - Present
Pickwick Capital Advisors 2006 - Present
Deutsche Banc Alex. Brown December 1987 - April 2000
Alex Brown & Sons, Inc 1995 - 1998
Brown Brothers Harriman & Co 1978 - 1981
Skills
Management, Hedge Funds, Investment Banking, Private Equity, Sales, Business Development, Leadership, Financial Modeling, Options, Credit, Venture Capital, Trading, Due Diligence, Corporate Development, Securities, Banking, Strategy, Alternative Investments, Equities, Emerging Markets, Investment Management, Equity Trading, Capital Markets, Investments, Funding, Fixed Income, Series 7, Corporate Finance, Marketing, Investment Advisory, Asset Management, Financial Advisory, Valuation, Derivatives, Mergers & Acquisitions, Financial Services, Private Placements, Mutual Funds
Education
Princeton University 1969 — 1973
BA, History
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
Christopher Shea, CFA's Brown Brothers Harriman & Co. Experience 1998 - 1999
Job CoFounder & Partner | Communication Strategy | Business Development at CataMetrics Management, LLC
Industry Financial Services
Experience
CataMetrics Management, LLC August 2014 - Present
U.S. Wealth Management January 2012 - August 2014
Goldman Sachs Asset Management October 2007 - December 2011
US Wealth Management April 2000 - October 2007
Brown Brothers Harriman & Co 1998 - 1999
Skills
Investment Strategies, Investment Advisory, Wealth Management, Mutual Funds, Asset Management, ETFs, Dynamic Asset Allocation, Asset Allocation, Marketing Communications
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Economics
早稲田大学 / Waseda University 1994 — 1994
CataMetrics Management, LLC August 2014 - Present
U.S. Wealth Management January 2012 - August 2014
Goldman Sachs Asset Management October 2007 - December 2011
US Wealth Management April 2000 - October 2007
Brown Brothers Harriman & Co 1998 - 1999
Skills
Investment Strategies, Investment Advisory, Wealth Management, Mutual Funds, Asset Management, ETFs, Dynamic Asset Allocation, Asset Allocation, Marketing Communications
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Economics
早稲田大学 / Waseda University 1994 — 1994
Dana Crouthamel's Brown Brothers Harriman & Co. Experience 1997 - 1999
Job Personal Publishing Consultant at Heritage Makers Independent Consultant
Industry Recreational Facilities and Services
Experience
Heritage Makers Independent Consultant October 2009 - Present
Brown Brothers Harriman & Co 1997 - 1999
SMH & Co 1996 - 1997
Education
City University of New York-Brooklyn College 1999 — 2003
Binghamton University - School of Management 1991 — 1995
BS, Management/Finance
George F. Baker High School
Heritage Makers Independent Consultant October 2009 - Present
Brown Brothers Harriman & Co 1997 - 1999
SMH & Co 1996 - 1997
Education
City University of New York-Brooklyn College 1999 — 2003
Binghamton University - School of Management 1991 — 1995
BS, Management/Finance
George F. Baker High School
Ali Tawawalla, CFA, FRM's Brown Brothers Harriman & Co. Experience 1997 - 2000
Job AVP, Derivative Risk Oversight, Manulife Financial
Industry Investment Management
Experience
Manulife Financial January 2014 - Present
Manulife Financial August 2007 - December 2013
CypressTree Investment Inc. November 2006 - August 2007
John Hancock Life Insurance Company (U.S.A.) January 2000 - November 2006
Brown Brothers Harriman & Co 1997 - 2000
Skills
Portfolio Management, Derivatives, Valuation, Trading, Investment Strategies, Derivative..., Fixed Income, Alternative Investments, Equities, Bloomberg, Middle Office, Hedging, Investments, Hedge Funds, Capital Markets, Credit, Market Risk, Financial Risk, Asset Allocation, Securities, Investment Management
Education
Boston College 2003 — 2006
Bachelor of Science (B.S.), Finance, General
Boston University Questrom School of Business 2000 — 2003
MBA
Eckerd College 1992 — 1996
BA, Psychology and Economics
KGS
High school
Manulife Financial January 2014 - Present
Manulife Financial August 2007 - December 2013
CypressTree Investment Inc. November 2006 - August 2007
John Hancock Life Insurance Company (U.S.A.) January 2000 - November 2006
Brown Brothers Harriman & Co 1997 - 2000
Skills
Portfolio Management, Derivatives, Valuation, Trading, Investment Strategies, Derivative..., Fixed Income, Alternative Investments, Equities, Bloomberg, Middle Office, Hedging, Investments, Hedge Funds, Capital Markets, Credit, Market Risk, Financial Risk, Asset Allocation, Securities, Investment Management
Education
Boston College 2003 — 2006
Bachelor of Science (B.S.), Finance, General
Boston University Questrom School of Business 2000 — 2003
MBA
Eckerd College 1992 — 1996
BA, Psychology and Economics
KGS
High school
Kevin Donohoe's Brown Brothers Harriman & Co. Experience 1992 - 1996
Job Assistant Controller at Daiwa Capital Markets America Inc.
Industry Financial Services
Experience
Daiwa Capital Markets America Inc. January 2000 - Present
Smith Barney 1996 - 2000
Citigroup August 1999 - December 1999
Salomon Smith Barney 1996 - 1999
Brown Brothers Harriman & Co 1992 - 1996
Skills
Financial Reporting, Fixed Income, Equities, Capital Markets, Middle Office, Derivatives, Securities, Financial Markets, Hedge Funds, Bloomberg, Electronic Trading
Education
Fairfield University 1988 — 1992
Chaminade 1984 — 1988
Daiwa Capital Markets America Inc. January 2000 - Present
Smith Barney 1996 - 2000
Citigroup August 1999 - December 1999
Salomon Smith Barney 1996 - 1999
Brown Brothers Harriman & Co 1992 - 1996
Skills
Financial Reporting, Fixed Income, Equities, Capital Markets, Middle Office, Derivatives, Securities, Financial Markets, Hedge Funds, Bloomberg, Electronic Trading
Education
Fairfield University 1988 — 1992
Chaminade 1984 — 1988
Rob Halloran's Brown Brothers Harriman & Co. Experience December 2006 - November 2007
Job Lead Engineer at DealerRater
Industry Internet
Experience
DealerRater April 2012 - Present
Halloran Masonry, Inc May 2008 - April 2012
Vestmark, Inc February 2008 - May 2008
Brown Brothers Harriman & Co December 2006 - November 2007
Investors Bank & Trust Co May 2006 - December 2006
Sun Life Financial February 2005 - May 2006
Sun Life Financial May 2002 - February 2005
Sun Life Financial, Annuities Division May 2000 - May 2002
Sun Life Financial, Annuities Division March 1998 - May 2000
First Data Investor Services Group April 1997 - March 1998
Skills
SDLC, Process Improvement, Integration, Agile Methodologies, Requirements Analysis, Testing, Management, Vendor Management, Project Management, Visio
Education
University of Massachusetts, Amherst
Bachelor of Science
DealerRater April 2012 - Present
Halloran Masonry, Inc May 2008 - April 2012
Vestmark, Inc February 2008 - May 2008
Brown Brothers Harriman & Co December 2006 - November 2007
Investors Bank & Trust Co May 2006 - December 2006
Sun Life Financial February 2005 - May 2006
Sun Life Financial May 2002 - February 2005
Sun Life Financial, Annuities Division May 2000 - May 2002
Sun Life Financial, Annuities Division March 1998 - May 2000
First Data Investor Services Group April 1997 - March 1998
Skills
SDLC, Process Improvement, Integration, Agile Methodologies, Requirements Analysis, Testing, Management, Vendor Management, Project Management, Visio
Education
University of Massachusetts, Amherst
Bachelor of Science
Rachel Crowley, SPHR's Brown Brothers Harriman & Co. Experience September 2001 - November 2004
Job Human Resource Business Partner
Industry Human Resources
Experience
BASF February 2015 - Present
BASF May 2013 - February 2015
Cognizant Technology Solutions July 2012 - April 2013
Chartis Insurance / AIG May 2009 - June 2012
Unilever April 2006 - March 2009
Citigroup November 2004 - April 2006
Brown Brothers Harriman & Co September 2001 - November 2004
WR Grace 1999 - 2001
Skills
Performance Management, Employee Relations, Talent Management, Succession Planning, Onboarding, HRIS, Workforce Planning, Human Resources, Employee Engagement, Change Management, Leadership, Leadership Development, Management, Organizational..., Personnel Management
Education
Emerson College 1998 — 2000
Masters, Organizational Communication
University of Pittsburgh 1993 — 1997
Bachelors, Liberal Arts
BASF February 2015 - Present
BASF May 2013 - February 2015
Cognizant Technology Solutions July 2012 - April 2013
Chartis Insurance / AIG May 2009 - June 2012
Unilever April 2006 - March 2009
Citigroup November 2004 - April 2006
Brown Brothers Harriman & Co September 2001 - November 2004
WR Grace 1999 - 2001
Skills
Performance Management, Employee Relations, Talent Management, Succession Planning, Onboarding, HRIS, Workforce Planning, Human Resources, Employee Engagement, Change Management, Leadership, Leadership Development, Management, Organizational..., Personnel Management
Education
Emerson College 1998 — 2000
Masters, Organizational Communication
University of Pittsburgh 1993 — 1997
Bachelors, Liberal Arts
Casey (Schnurr) Cheng's Brown Brothers Harriman & Co. Experience August 2007 - Present
Job
Industry Information Technology and Services
Experience
Brown Brothers Harriman & Co August 2007 - Present
IBM August 2004 - August 2007
Marsh & McLennan Companies, Inc March 2004 - August 2004
CherryRoad Technologies August 2001 - February 2004
Gartner, Inc July 1995 - December 1999
Skills
Business Process, HR Transformation, HRIS, Human Resources, Workday, Personnel Management, PeopleSoft, Payroll, Project Management, Training, Performance Management, Consulting
Education
Fordham University Graduate School of Business 2000 — 2001
MBA
State University of New York at Albany 1991 — 1995
BA
Brown Brothers Harriman & Co August 2007 - Present
IBM August 2004 - August 2007
Marsh & McLennan Companies, Inc March 2004 - August 2004
CherryRoad Technologies August 2001 - February 2004
Gartner, Inc July 1995 - December 1999
Skills
Business Process, HR Transformation, HRIS, Human Resources, Workday, Personnel Management, PeopleSoft, Payroll, Project Management, Training, Performance Management, Consulting
Education
Fordham University Graduate School of Business 2000 — 2001
MBA
State University of New York at Albany 1991 — 1995
BA
Brendan Clasby's Brown Brothers Harriman & Co. Experience January 2011 - Present
Job Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman & Co January 2011 - Present
Brown Brothers Harriman & Co January 2007 - January 2011
Brown Brothers Harriman & Co January 2005 - January 2007
Brown Brothers Harriman & Co January 2003 - January 2005
Brown Brothers Harriman & Co January 2002 - January 2003
Brown Brothers Harriman & Co January 2000 - January 2002
EMCC, Inc January 1994 - January 2000
Skills
Data Integration, Distributed Systems, Systems Analysis, SWIFT messaging, Messaging, Software Development, Software Project..., Technical Leadership, Thought Leadership, Innovator, Staff Development, Process Improvement, Vendor Management, Analysis, Integration, Management, SDLC, Requirements Analysis, Business Analysis, Financial Services
Education
Bridgewater State College 1994 — 1998
Brown Brothers Harriman & Co January 2011 - Present
Brown Brothers Harriman & Co January 2007 - January 2011
Brown Brothers Harriman & Co January 2005 - January 2007
Brown Brothers Harriman & Co January 2003 - January 2005
Brown Brothers Harriman & Co January 2002 - January 2003
Brown Brothers Harriman & Co January 2000 - January 2002
EMCC, Inc January 1994 - January 2000
Skills
Data Integration, Distributed Systems, Systems Analysis, SWIFT messaging, Messaging, Software Development, Software Project..., Technical Leadership, Thought Leadership, Innovator, Staff Development, Process Improvement, Vendor Management, Analysis, Integration, Management, SDLC, Requirements Analysis, Business Analysis, Financial Services
Education
Bridgewater State College 1994 — 1998
Kamal Nuri's Brown Brothers Harriman & Co. Experience 2004 - 2008
Job Manager Strategic Planning and Analysis at CHEP
Industry Financial Services
Experience
CHEP 2013 - Present
GE Capital 2011 - 2012
Truly Living Well Center For Natural Urban Agriculture 2008 - 2011
BROWN BROTHERS HARRIMAN & CO 2004 - 2008
FLEET / BANK OF AMERICA 2002 - 2004
VENTURE ARCHITECTS 2000 - 2002
TIME INC May 1999 - August 1999
Flowers Communications Group January 1996 - January 1998
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Strategy, Portfolio Management, Risk Management, Private Equity, Business Planning, Strategic Planning, Banking, Credit Analysis, Investments, Credit, Program Management
Education
COLUMBIA BUSINESS SCHOOL 1998 — 2000
MBA, Finance and Marketing
Harvard University 1988 — 1992
A.B, Biology
Singapore American School
Johnson High School
CHEP 2013 - Present
GE Capital 2011 - 2012
Truly Living Well Center For Natural Urban Agriculture 2008 - 2011
BROWN BROTHERS HARRIMAN & CO 2004 - 2008
FLEET / BANK OF AMERICA 2002 - 2004
VENTURE ARCHITECTS 2000 - 2002
TIME INC May 1999 - August 1999
Flowers Communications Group January 1996 - January 1998
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Strategy, Portfolio Management, Risk Management, Private Equity, Business Planning, Strategic Planning, Banking, Credit Analysis, Investments, Credit, Program Management
Education
COLUMBIA BUSINESS SCHOOL 1998 — 2000
MBA, Finance and Marketing
Harvard University 1988 — 1992
A.B, Biology
Singapore American School
Johnson High School
Shailesh Shah's Brown Brothers Harriman & Co. Experience 1993 - 1997
Job Managing Director at JP Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
Bear Stearns and Co, Inc. 2007 - 2008
Variman LLC 2005 - 2007
Pershing LLC 1997 - 2005
Brown Brothers Harriman & Co 1993 - 1997
IBM 1989 - 1993
Skills
Trading Systems, Fixed Income, Electronic Trading, Equities, SDLC, Business Analysis, Market Data, Derivatives, Investment Banking, Risk Management, Financial Services, Vendor Management, IT Strategy, Capital Markets, Management, Program Management, Asset Management, Hedge Funds, Portfolio Management, Enterprise Architecture, Organizational..., Sybase, Trading, Securities, Strategic Planning, PMO, Business Technology, Disaster Recovery, Asset Managment, Leadership Development
Education
Iona College 1991 — 1993
Masters, Computer Science
State University of New York at New Paltz 1985 — 1989
Bachelor, Computer Science
State University of New York at Rockland 1985 — 1987
Associate of Science (AS), Math
State University of New York at Rockland 1985 — 1987
Associate of Arts and Sciences (AAS), Data Processing
J.P. Morgan March 2008 - Present
Bear Stearns and Co, Inc. 2007 - 2008
Variman LLC 2005 - 2007
Pershing LLC 1997 - 2005
Brown Brothers Harriman & Co 1993 - 1997
IBM 1989 - 1993
Skills
Trading Systems, Fixed Income, Electronic Trading, Equities, SDLC, Business Analysis, Market Data, Derivatives, Investment Banking, Risk Management, Financial Services, Vendor Management, IT Strategy, Capital Markets, Management, Program Management, Asset Management, Hedge Funds, Portfolio Management, Enterprise Architecture, Organizational..., Sybase, Trading, Securities, Strategic Planning, PMO, Business Technology, Disaster Recovery, Asset Managment, Leadership Development
Education
Iona College 1991 — 1993
Masters, Computer Science
State University of New York at New Paltz 1985 — 1989
Bachelor, Computer Science
State University of New York at Rockland 1985 — 1987
Associate of Science (AS), Math
State University of New York at Rockland 1985 — 1987
Associate of Arts and Sciences (AAS), Data Processing
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
Elias Papson's Brown Brothers Harriman & Co. Experience July 1987 - July 1993
Job Financial Services Professional
Industry Financial Services
Experience
Plainfield Asset Management March 2008 - July 2011
UBS July 1998 - July 2007
Swiss Bank Corp January 1997 - June 1998
Met Life Investment Management Co (MIMCO) August 1993 - December 1996
Brown Brothers Harriman & Co July 1987 - July 1993
Skills
Collateral Management, Hedge Funds, Cash Management, Treasury, Fixed Income, Capital Markets, Financial Services, Equities, Finance, Bloomberg, Securities, Trading, Alternative Investments, Mutual Funds, Asset Management, Portfolio Management, Investment Banking
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Villanova University 1983 — 1987
BS, Business Administration and Management, General
Plainfield Asset Management March 2008 - July 2011
UBS July 1998 - July 2007
Swiss Bank Corp January 1997 - June 1998
Met Life Investment Management Co (MIMCO) August 1993 - December 1996
Brown Brothers Harriman & Co July 1987 - July 1993
Skills
Collateral Management, Hedge Funds, Cash Management, Treasury, Fixed Income, Capital Markets, Financial Services, Equities, Finance, Bloomberg, Securities, Trading, Alternative Investments, Mutual Funds, Asset Management, Portfolio Management, Investment Banking
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Villanova University 1983 — 1987
BS, Business Administration and Management, General
Steven Provanzano, CFA's Brown Brothers Harriman & Co. Experience November 2005 - November 2007
Job Director Financial Planning and Analysis at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management March 2015 - Present
Babson Capital Management October 2013 - Present
State Street Corporation December 2010 - September 2013
State Street Corporation November 2007 - September 2013
Brown Brothers Harriman & Co November 2005 - November 2007
Grantham, Mayo, Van Otterloo & Co January 2005 - November 2005
Fay Spofford & Thorndike June 2004 - January 2005
Prudential Financial December 2003 - April 2004
State Street Corporation June 2000 - September 2003
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investments, Financial Analysis, Asset Managment, Hedge Funds, Financial Modeling, Fund Accounting, Derivatives, Portfolio Management, Alternative Investments, Series 7, Securities
Education
Northeastern University 2006 — 2008
Masters of Science in Finance, Finance
Westfield State University 1995 — 2000
Bachelor of Science in Business Management, Finance, Mathematics
Melrose High
Melrose High
Babson Capital Management March 2015 - Present
Babson Capital Management October 2013 - Present
State Street Corporation December 2010 - September 2013
State Street Corporation November 2007 - September 2013
Brown Brothers Harriman & Co November 2005 - November 2007
Grantham, Mayo, Van Otterloo & Co January 2005 - November 2005
Fay Spofford & Thorndike June 2004 - January 2005
Prudential Financial December 2003 - April 2004
State Street Corporation June 2000 - September 2003
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investments, Financial Analysis, Asset Managment, Hedge Funds, Financial Modeling, Fund Accounting, Derivatives, Portfolio Management, Alternative Investments, Series 7, Securities
Education
Northeastern University 2006 — 2008
Masters of Science in Finance, Finance
Westfield State University 1995 — 2000
Bachelor of Science in Business Management, Finance, Mathematics
Melrose High
Melrose High
Valerie Bannon's Brown Brothers Harriman & Co. Experience June 1994 - May 1998
Job Head of Financial Institions Group Product Strategy at BlackRock
Industry Financial Services
Experience
BlackRock November 2012 - Present
Quilt Capital, LLC April 2010 - November 2012
Western Asset Management / Citigroup Asset Management June 1998 - July 2008
Brown Brothers Harriman & Co June 1994 - May 1998
Skills
Chartered Financial..., Chartered Market..., Certified Hedge Fund..., Fixed Income, Portfolio Management
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Mount Holyoke College 1990 — 1994
Bachelor of Arts (B.A.)
BlackRock November 2012 - Present
Quilt Capital, LLC April 2010 - November 2012
Western Asset Management / Citigroup Asset Management June 1998 - July 2008
Brown Brothers Harriman & Co June 1994 - May 1998
Skills
Chartered Financial..., Chartered Market..., Certified Hedge Fund..., Fixed Income, Portfolio Management
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Mount Holyoke College 1990 — 1994
Bachelor of Arts (B.A.)
Tyler J Lestage's Brown Brothers Harriman & Co. Experience June 2008 - Present
Job Associate Enterprise Applications at Brown Brothers Harriman & Co
Industry Financial Services
Experience
Brown Brothers Harriman & Co June 2008 - Present
BVN March 2000 - June 2008
AT&T LOCAL SERVICES May 1999 - March 2000
Skills
Project Management, Account Management, New Business Development, Managed File Transfer, Team Building, Management, Strategic Planning, Customer Service, Program Management, Vendor Management, Contract Negotiation, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Telecommunications
Education
Northern Arizona University-The W. A. Franke College of Business 1995 — 1999
Higham High School 1989 — 1993
Graduate
Brown Brothers Harriman & Co June 2008 - Present
BVN March 2000 - June 2008
AT&T LOCAL SERVICES May 1999 - March 2000
Skills
Project Management, Account Management, New Business Development, Managed File Transfer, Team Building, Management, Strategic Planning, Customer Service, Program Management, Vendor Management, Contract Negotiation, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Telecommunications
Education
Northern Arizona University-The W. A. Franke College of Business 1995 — 1999
Higham High School 1989 — 1993
Graduate
Daniel McNulty's Brown Brothers Harriman & Co. Experience January 2008 - Present
Job VP at BBH
Industry Financial Services
Experience
BROWN BROTHERS HARRIMAN & CO January 2008 - Present
Mutual Fund Services May 2006 - January 2008
Morgan Stanley December 2003 - May 2006
Morgan Stanley March 2001 - April 2006
Morgan Stanley March 2001 - December 2003
UBS June 1995 - March 2001
PaineWebber June 1995 - March 2001
SMITH BARNEY INC January 1994 - June 1995
PRUDENTIAL SECURITIES INC July 1991 - January 1994
Skills
Risk Management, Mutual Funds, Hedge Funds, Financial Services, Trading, Alternative Investments, Securities, Fixed Income, Financial Risk, Asset Management, Bloomberg, Equities, Account Reconciliation, Settlement, Derivatives, Back Office, Corporate Actions, Series 7, Capital Markets, Investments, Options, Series 63, Financial Markets, Wealth Management, Asset Allocation, Trading Systems, Portfolio Management, Operational Risk, Global Custody, AML, FINRA, Relationship Management, Investment Banking, Series 24, Investment Advisory
Education
Fordham University 1987 — 1991
ba, economics
Fordham University 1987 — 1991
Bachelor of Arts, Economics
Saint Peter's University
MBA
BROWN BROTHERS HARRIMAN & CO January 2008 - Present
Mutual Fund Services May 2006 - January 2008
Morgan Stanley December 2003 - May 2006
Morgan Stanley March 2001 - April 2006
Morgan Stanley March 2001 - December 2003
UBS June 1995 - March 2001
PaineWebber June 1995 - March 2001
SMITH BARNEY INC January 1994 - June 1995
PRUDENTIAL SECURITIES INC July 1991 - January 1994
Skills
Risk Management, Mutual Funds, Hedge Funds, Financial Services, Trading, Alternative Investments, Securities, Fixed Income, Financial Risk, Asset Management, Bloomberg, Equities, Account Reconciliation, Settlement, Derivatives, Back Office, Corporate Actions, Series 7, Capital Markets, Investments, Options, Series 63, Financial Markets, Wealth Management, Asset Allocation, Trading Systems, Portfolio Management, Operational Risk, Global Custody, AML, FINRA, Relationship Management, Investment Banking, Series 24, Investment Advisory
Education
Fordham University 1987 — 1991
ba, economics
Fordham University 1987 — 1991
Bachelor of Arts, Economics
Saint Peter's University
MBA
Linda Zbikowski's Brown Brothers Harriman & Co. Experience July 2004 - November 2006
Job Supervising Financial Analyst
Industry Insurance
Experience
Liberty Mutual Insurance October 2013 - Present
STATE STREET CORPORATION November 2006 - October 2013
BROWN BROTHERS HARRIMAN & CO July 2004 - November 2006
Brown Brothers Harriman & Co November 2000 - July 2004
Brown Brothers Harriman & Co August 1999 - November 2000
Skills
Equities, Corporate Actions, Bloomberg, Financial Analysis, Relationship Management, Accounting, Business Development, Auditing, Bank Reconciliation, Staff Management, Process Improvement, Management, Financial Services, Finance, Customer Service
Education
University of New Hampshire 1995 — 1999
Bachelor of Science
Liberty Mutual Insurance October 2013 - Present
STATE STREET CORPORATION November 2006 - October 2013
BROWN BROTHERS HARRIMAN & CO July 2004 - November 2006
Brown Brothers Harriman & Co November 2000 - July 2004
Brown Brothers Harriman & Co August 1999 - November 2000
Skills
Equities, Corporate Actions, Bloomberg, Financial Analysis, Relationship Management, Accounting, Business Development, Auditing, Bank Reconciliation, Staff Management, Process Improvement, Management, Financial Services, Finance, Customer Service
Education
University of New Hampshire 1995 — 1999
Bachelor of Science
John Reynaud's Brown Brothers Harriman & Co. Experience May 1993 - October 1994
Job Manager, Regional Sales
Industry Hospital & Health Care
Experience
Merit Medical Endotek August 2008 - Present
US Endoscopy June 2006 - August 2008
MHA Group, Inc June 2000 - June 2006
ELQ Industries Inc. October 1993 - April 2000
Brown Brothers Harriman & Co May 1993 - October 1994
Skills
Recruiting, Surgeons, Disposables, Gastroenterology, Sales Management, Sales, Management, Selling, Sales Operations, Marketing, Physicians, Negotiation, Sourcing, Medical Devices, Endoscopy, Training, Market Development, Product Launch, Hospitals, Account Management, Sales Presentations, Hospital Sales, Key Account Management, Medical Sales, Cold Calling, Selling Skills, Sales Effectiveness, New Business Development, Pulmonology, Urology, Surgical Instruments, Operating Room, Capital Equipment, Strategy, Vascular, Sales Force Development
Education
Loyola College in Maryland 1988 — 1993
Bachelor of Arts (BA), Sociology
Merit Medical Endotek August 2008 - Present
US Endoscopy June 2006 - August 2008
MHA Group, Inc June 2000 - June 2006
ELQ Industries Inc. October 1993 - April 2000
Brown Brothers Harriman & Co May 1993 - October 1994
Skills
Recruiting, Surgeons, Disposables, Gastroenterology, Sales Management, Sales, Management, Selling, Sales Operations, Marketing, Physicians, Negotiation, Sourcing, Medical Devices, Endoscopy, Training, Market Development, Product Launch, Hospitals, Account Management, Sales Presentations, Hospital Sales, Key Account Management, Medical Sales, Cold Calling, Selling Skills, Sales Effectiveness, New Business Development, Pulmonology, Urology, Surgical Instruments, Operating Room, Capital Equipment, Strategy, Vascular, Sales Force Development
Education
Loyola College in Maryland 1988 — 1993
Bachelor of Arts (BA), Sociology
r charles shufeldt's Brown Brothers Harriman & Co. Experience January 2010 - Present
Job Senior Advisor
Industry Investment Banking
Experience
Brown Brothers Harriman & Co January 2010 - Present
SunTrust Bank February 1984 - December 2007
Brown Brothers Harriman July 1976 - December 1983
Skills
Private Equity, Corporate Finance
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1974 — 1976
MA, International Relations
Washington and Lee University 1968 — 1972
Bachelor's degree, European History
Blake School 1965 — 1968
Brown Brothers Harriman & Co January 2010 - Present
SunTrust Bank February 1984 - December 2007
Brown Brothers Harriman July 1976 - December 1983
Skills
Private Equity, Corporate Finance
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1974 — 1976
MA, International Relations
Washington and Lee University 1968 — 1972
Bachelor's degree, European History
Blake School 1965 — 1968
Dolly Koshy Joseph's Brown Brothers Harriman & Co. Experience January 1999 - January 2000
Job Global Data Governance Manager
Industry Financial Services
Experience
KPMG June 2009 - Present
Self September 2006 - May 2009
Advent Software November 2005 - August 2006
Morgan Stanley November 2004 - November 2005
Brown Brothers Harriman June 2000 - November 2004
Brown Brothers Harriman & Co January 1999 - January 2000
Skills
Data Governance, Data Standards, Reference Data, Data Quality, Data Dictionary, Visio, Business Analysis, MS Project, Access, Microsoft SQL Server, Crystal Reports, Leadership, Microsoft Office, SDLC, Process Improvement, Business Process..., Vendor Management, Lotus Notes, Microsoft Works, Software Documentation, QuickBooks, SQL Navigator, SharePoint, Oracle, Financial Services, Rational
Education
Montclair State University 1994 — 1998
Bachelor of Science, Business Administration; Management Information Systems
KPMG June 2009 - Present
Self September 2006 - May 2009
Advent Software November 2005 - August 2006
Morgan Stanley November 2004 - November 2005
Brown Brothers Harriman June 2000 - November 2004
Brown Brothers Harriman & Co January 1999 - January 2000
Skills
Data Governance, Data Standards, Reference Data, Data Quality, Data Dictionary, Visio, Business Analysis, MS Project, Access, Microsoft SQL Server, Crystal Reports, Leadership, Microsoft Office, SDLC, Process Improvement, Business Process..., Vendor Management, Lotus Notes, Microsoft Works, Software Documentation, QuickBooks, SQL Navigator, SharePoint, Oracle, Financial Services, Rational
Education
Montclair State University 1994 — 1998
Bachelor of Science, Business Administration; Management Information Systems
Matthew Widick's Brown Brothers Harriman & Co. Experience December 2010 - August 2013
Job Kaiser Permanente Chief Data Officer
Industry Hospital & Health Care
Experience
Kaiser Permanente March 2015 - Present
Northern Trust August 2013 - March 2015
Brown Brothers Harriman & Co December 2010 - August 2013
Morgan Stanley June 2007 - December 2010
Oracle March 2004 - June 2007
Creighton, Bradley & Guzzetta LLC December 2000 - February 2003
Seren Innovations, Inc June 2000 - December 2000
Alltel Communications, Inc June 1998 - July 1999
Skills
Privacy Law, Governance, Data Privacy, Information Security, Data Security, Risk Management, Data Governance, Incident Response, Operational Risk..., Information Management, Financial Regulation
Education
University of Minnesota Law School 1999 — 2002
J.D., Law
Hendrix College 1994 — 1998
B.A, Philosophy
Kaiser Permanente March 2015 - Present
Northern Trust August 2013 - March 2015
Brown Brothers Harriman & Co December 2010 - August 2013
Morgan Stanley June 2007 - December 2010
Oracle March 2004 - June 2007
Creighton, Bradley & Guzzetta LLC December 2000 - February 2003
Seren Innovations, Inc June 2000 - December 2000
Alltel Communications, Inc June 1998 - July 1999
Skills
Privacy Law, Governance, Data Privacy, Information Security, Data Security, Risk Management, Data Governance, Incident Response, Operational Risk..., Information Management, Financial Regulation
Education
University of Minnesota Law School 1999 — 2002
J.D., Law
Hendrix College 1994 — 1998
B.A, Philosophy
Amy Fichtenkort Marjani's Brown Brothers Harriman & Co. Experience January 1999 - January 2001
Job Director, Compliance Sun Capital Advisers LLC
Industry Investment Management
Experience
Sun Capital Advisers LLC January 2002 - Present
STATE STREET BANK & TRUST CO January 2001 - August 2001
BROWN BROTHERS HARRIMAN & CO January 1999 - January 2001
STATE STREET BANK & TRUST CO June 1996 - December 1998
GABELLI & COMPANY, INC October 1993 - May 1996
Education
Manhattanville College 1989 — 1993
Bachelor of Arts, Management; Finance
Sun Capital Advisers LLC January 2002 - Present
STATE STREET BANK & TRUST CO January 2001 - August 2001
BROWN BROTHERS HARRIMAN & CO January 1999 - January 2001
STATE STREET BANK & TRUST CO June 1996 - December 1998
GABELLI & COMPANY, INC October 1993 - May 1996
Education
Manhattanville College 1989 — 1993
Bachelor of Arts, Management; Finance
Anne Noga's Brown Brothers Harriman & Co. Experience February 2001 - June 2001
Job Sr. Business Systems Analyst at Epsilon
Industry Information Technology and Services
Experience
Epsilon July 2013 - Present
State Street Global Advisors September 2010 - July 2013
VENTURE FINANCIAL SYSTEMS GROUP February 2001 - March 2010
Wellington Management Company February 2005 - February 2010
Fidelity Investments January 2004 - January 2005
Putnam Investments June 2001 - December 2003
Brown Brothers Harriman & Co February 2001 - June 2001
DST SYSTEMS INC January 1998 - January 2001
Putnam Investments June 1992 - October 1998
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, User Acceptance Testing, Systems Analysis, Process Improvement, Project Management, Reference Data, Corporate Actions, Business Process..., Visio, Mutual Funds, Fixed Income, Swaps and Derivatives, Equities, XML, SoapUI
Education
Suffolk University
MBA
Worcester Polytechnic Institute
BSME
Epsilon July 2013 - Present
State Street Global Advisors September 2010 - July 2013
VENTURE FINANCIAL SYSTEMS GROUP February 2001 - March 2010
Wellington Management Company February 2005 - February 2010
Fidelity Investments January 2004 - January 2005
Putnam Investments June 2001 - December 2003
Brown Brothers Harriman & Co February 2001 - June 2001
DST SYSTEMS INC January 1998 - January 2001
Putnam Investments June 1992 - October 1998
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, User Acceptance Testing, Systems Analysis, Process Improvement, Project Management, Reference Data, Corporate Actions, Business Process..., Visio, Mutual Funds, Fixed Income, Swaps and Derivatives, Equities, XML, SoapUI
Education
Suffolk University
MBA
Worcester Polytechnic Institute
BSME
Esther Balassiano's Brown Brothers Harriman & Co. Experience February 2008 - August 2009
Job Risk and Compliance (Senior Associate)at State Street
Industry Financial Services
Experience
State Street Bank October 2014 - Present
State Street Bank December 2011 - October 2014
SAMET & COMPANY PC January 2011 - October 2011
THOMSON REUTERS December 2009 - January 2011
BROWN BROTHERS HARRIMAN & CO February 2008 - August 2009
BROWN BROTHERS HARRIMAN & CO May 2006 - February 2008
STATE STREET CORPORATION September 2005 - May 2006
THE BOSTON CONSULTING GROUP, INC January 2004 - June 2004
NUESTRA COMUNIDAD DEVELOPMENT CORP January 2003 - June 2003
Skills
Pivot Tables, General Ledger, Account Reconciliation, Accounting, Accounts Receivable, Financial Statements, Payroll, Accounts Payable, Financial Reporting, Budgets, Finance, Auditing, Analysis, QuickBooks, Financial Analysis, Management
Education
Northeastern University 2001 — 2005
B.S, Business Administration; Finance and Accounting
Arab Academy for Science, Technology and Maritime Transport 1999 — 2001
2 years, Tourism & hotel management
State Street Bank October 2014 - Present
State Street Bank December 2011 - October 2014
SAMET & COMPANY PC January 2011 - October 2011
THOMSON REUTERS December 2009 - January 2011
BROWN BROTHERS HARRIMAN & CO February 2008 - August 2009
BROWN BROTHERS HARRIMAN & CO May 2006 - February 2008
STATE STREET CORPORATION September 2005 - May 2006
THE BOSTON CONSULTING GROUP, INC January 2004 - June 2004
NUESTRA COMUNIDAD DEVELOPMENT CORP January 2003 - June 2003
Skills
Pivot Tables, General Ledger, Account Reconciliation, Accounting, Accounts Receivable, Financial Statements, Payroll, Accounts Payable, Financial Reporting, Budgets, Finance, Auditing, Analysis, QuickBooks, Financial Analysis, Management
Education
Northeastern University 2001 — 2005
B.S, Business Administration; Finance and Accounting
Arab Academy for Science, Technology and Maritime Transport 1999 — 2001
2 years, Tourism & hotel management
Joseph DeCanio's Brown Brothers Harriman & Co. Experience November 1998 - December 1999
Job Personal Banker at Banco Santander
Industry Financial Services
Experience
Santander Bank, N.A. October 2012 - Present
Brickhouse Coffee Inc March 2008 - September 2012
Western Asset Management July 2007 - January 2008
JPMorgan Chase November 2006 - July 2007
The Bank of New York November 2000 - November 2006
Sumitomo Trust & Banking Co December 1999 - November 2000
Brown Brothers Harriman & Co November 1998 - December 1999
W.P.H. Consultants LTD June 1994 - October 1998
Shearson Lehman Brothers September 1989 - May 1994
Skills
Equities, Derivatives, Trading, Banking, Settlement, Mutual Funds, Investments, Corporate Actions, Financial Services, SWIFT payments, Account Reconciliation, Emerging Markets, Securities, Credit, Finance
Education
Seton Hall University 1985 — 1989
BS, Business
Santander Bank, N.A. October 2012 - Present
Brickhouse Coffee Inc March 2008 - September 2012
Western Asset Management July 2007 - January 2008
JPMorgan Chase November 2006 - July 2007
The Bank of New York November 2000 - November 2006
Sumitomo Trust & Banking Co December 1999 - November 2000
Brown Brothers Harriman & Co November 1998 - December 1999
W.P.H. Consultants LTD June 1994 - October 1998
Shearson Lehman Brothers September 1989 - May 1994
Skills
Equities, Derivatives, Trading, Banking, Settlement, Mutual Funds, Investments, Corporate Actions, Financial Services, SWIFT payments, Account Reconciliation, Emerging Markets, Securities, Credit, Finance
Education
Seton Hall University 1985 — 1989
BS, Business
Sebastian Barbagallo's Brown Brothers Harriman & Co. Experience February 2008 - May 2013
Job Project Estimator at Lee Kennedy Co., Inc.
Industry Construction
Experience
Lee Kennedy Co., Inc. May 2014 - Present
Lee Kennedy Co., Inc. June 2013 - May 2014
Brown Brothers Harriman & Co February 2008 - May 2013
Skills
Financial Analysis, Risk Management, Microsoft Excel, Analysis, Equities, Accounting, Customer Service, Account Management, PowerPoint, Access, Investments, Lotus Notes, Project Management, Management, Teamwork, Team Leadership, Microsoft Word, Data Analysis, Outlook, Training, Market Research, Strategic Planning, Business Development, Process Improvement, Time Management, Financial Reporting, Budgets, Microsoft Office, Asset Management, Business Analysis, Leadership, Relationship Management
Education
Wentworth Institute of Technology 2013 — 2013
Certificate of Construction Management
Emmanuel College 2003 — 2007
Bachelor’s Degree, Mathematics
Lee Kennedy Co., Inc. May 2014 - Present
Lee Kennedy Co., Inc. June 2013 - May 2014
Brown Brothers Harriman & Co February 2008 - May 2013
Skills
Financial Analysis, Risk Management, Microsoft Excel, Analysis, Equities, Accounting, Customer Service, Account Management, PowerPoint, Access, Investments, Lotus Notes, Project Management, Management, Teamwork, Team Leadership, Microsoft Word, Data Analysis, Outlook, Training, Market Research, Strategic Planning, Business Development, Process Improvement, Time Management, Financial Reporting, Budgets, Microsoft Office, Asset Management, Business Analysis, Leadership, Relationship Management
Education
Wentworth Institute of Technology 2013 — 2013
Certificate of Construction Management
Emmanuel College 2003 — 2007
Bachelor’s Degree, Mathematics
Kelli O'Brien's Brown Brothers Harriman & Co. Experience August 2008 - July 2011
Job Vice President, Americas Product Manager
Industry Investment Management
Experience
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase & Co. July 2011 - July 2014
Brown Brothers Harriman & Co August 2008 - July 2011
Riemer & Braunstein LLP May 2007 - August 2007
Welch & Donohoe, LLP May 2004 - August 2005
Skills
Securities, Mutual Funds, Fund Administration, ETFs, Corporate Governance, Securities Regulation, Financial Services, Investment Management
Education
The University of Connecticut School of Law 2005 — 2008
JD,Cum Laude, Law
Stonehill College 2000 — 2004
BA, Magna Cum Laude, English
University of London 2003 — 2003
English
Arlington High School
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase & Co. July 2011 - July 2014
Brown Brothers Harriman & Co August 2008 - July 2011
Riemer & Braunstein LLP May 2007 - August 2007
Welch & Donohoe, LLP May 2004 - August 2005
Skills
Securities, Mutual Funds, Fund Administration, ETFs, Corporate Governance, Securities Regulation, Financial Services, Investment Management
Education
The University of Connecticut School of Law 2005 — 2008
JD,Cum Laude, Law
Stonehill College 2000 — 2004
BA, Magna Cum Laude, English
University of London 2003 — 2003
English
Arlington High School
Angela Tallo's Brown Brothers Harriman & Co. Experience January 2006 - January 2013
Job Assistant Relationship Manager, Planned Giving
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
Berkeley Point Capital LLC January 2013 - November 2014
Brown Brothers Harriman & Co January 2006 - January 2013
The International Foundation for Electoral Systems July 2005 - August 2005
Hobart & William Smith Colleges May 2003 - May 2005
Skills
Fixed Income, Lotus Notes, Securities, Finance, Public Speaking, Economics, Equities, Leadership, Event Planning, Financial Modeling, Financial Reporting
Education
Suffolk University - Sawyer Business School 2008 — 2010
MSF, Financial Services & Banking
Hobart and William Smith Colleges 2001 — 2005
B.A, International Relations
BNY Mellon November 2014 - Present
Berkeley Point Capital LLC January 2013 - November 2014
Brown Brothers Harriman & Co January 2006 - January 2013
The International Foundation for Electoral Systems July 2005 - August 2005
Hobart & William Smith Colleges May 2003 - May 2005
Skills
Fixed Income, Lotus Notes, Securities, Finance, Public Speaking, Economics, Equities, Leadership, Event Planning, Financial Modeling, Financial Reporting
Education
Suffolk University - Sawyer Business School 2008 — 2010
MSF, Financial Services & Banking
Hobart and William Smith Colleges 2001 — 2005
B.A, International Relations
John Morro's Brown Brothers Harriman & Co. Experience February 1998 - March 2000
Job Business Development Consultant at Ledgex Systems
Industry Financial Services
Experience
Ledgex Systems December 2013 - Present
Eze Castle Integration December 2010 - November 2013
TheInfoPro April 2010 - October 2010
Kingswood Growth Fund LLC September 2009 - July 2010
Gleacher & Co. June 2008 - August 2008
Kingswood Growth Fund November 2001 - May 2008
Sprear Leeds & Kellogg / The Goldman Sachs Group July 2000 - October 2001
BROWN BROTHERS HARRIMAN & CO February 1998 - March 2000
Skills
Bloomberg, Trading, Hedge Funds, Equities, Salesforce.com, Mutual Funds, Securities, Investment Banking, Valuation, Finance, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
MBA, General
University of Delaware 1991 — 1995
Bachelor of Arts, Economics
Ledgex Systems December 2013 - Present
Eze Castle Integration December 2010 - November 2013
TheInfoPro April 2010 - October 2010
Kingswood Growth Fund LLC September 2009 - July 2010
Gleacher & Co. June 2008 - August 2008
Kingswood Growth Fund November 2001 - May 2008
Sprear Leeds & Kellogg / The Goldman Sachs Group July 2000 - October 2001
BROWN BROTHERS HARRIMAN & CO February 1998 - March 2000
Skills
Bloomberg, Trading, Hedge Funds, Equities, Salesforce.com, Mutual Funds, Securities, Investment Banking, Valuation, Finance, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
MBA, General
University of Delaware 1991 — 1995
Bachelor of Arts, Economics
Mike Towle's Brown Brothers Harriman & Co. Experience March 2001 - March 2003
Job Senior Research Analyst at Northern Trust
Industry Investment Management
Experience
Northern Trust January 2010 - Present
Northern Trust June 2004 - May 2010
Brown Brothers Harriman & Co March 2001 - March 2003
Brown Brothers Harriman & Co July 1999 - March 2001
Skills
Equities, Portfolio Management, Securities, Investment Banking, Investments, Financial Risk, Risk Management, Investment Management, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Asset Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Masters, Business Administration; Finance, Management & Strategy
DePaul University 1998 — 1999
Bachelor of Science, Finance
Northern Trust January 2010 - Present
Northern Trust June 2004 - May 2010
Brown Brothers Harriman & Co March 2001 - March 2003
Brown Brothers Harriman & Co July 1999 - March 2001
Skills
Equities, Portfolio Management, Securities, Investment Banking, Investments, Financial Risk, Risk Management, Investment Management, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Asset Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Masters, Business Administration; Finance, Management & Strategy
DePaul University 1998 — 1999
Bachelor of Science, Finance
John Michael Queyquep's Brown Brothers Harriman & Co. Experience November 2008 - June 2010
Job Operations Specialist
Industry Banking
Experience
Commerzbank AG October 2014 - Present
MUFG Americas May 2013 - September 2014
Sumitomo Mitsui Banking Corporation June 2010 - May 2013
Brown Brothers Harriman & Co November 2008 - June 2010
MF Global December 2007 - August 2008
UFJ Bank Co Ltd June 2002 - November 2005
Skills
FX Options, Banking, Microsoft Excel, PowerPoint, Middle Office, Derivatives, Swaps, Microsoft Word, Payments, Settlement, Back Office, SWIFT payments, Account Reconciliation, Credit
Education
Long Island University, Brooklyn Campus 2002 — 2007
Bachelor of Science (B.S.), Business Marketing / Business Management
Commerzbank AG October 2014 - Present
MUFG Americas May 2013 - September 2014
Sumitomo Mitsui Banking Corporation June 2010 - May 2013
Brown Brothers Harriman & Co November 2008 - June 2010
MF Global December 2007 - August 2008
UFJ Bank Co Ltd June 2002 - November 2005
Skills
FX Options, Banking, Microsoft Excel, PowerPoint, Middle Office, Derivatives, Swaps, Microsoft Word, Payments, Settlement, Back Office, SWIFT payments, Account Reconciliation, Credit
Education
Long Island University, Brooklyn Campus 2002 — 2007
Bachelor of Science (B.S.), Business Marketing / Business Management
Ak Choudhury's Brown Brothers Harriman & Co. Experience March 2010 - July 2010
Job Accounting Graduate
Industry Accounting
Experience
Brown Brothers Harriman & Co March 2010 - July 2010
Travelers Insurance 2010 - 2010
Travelers Insurance 2010 - 2010
Chemtura Corporation May 2008 - August 2008
Oakleaf Waste Management May 2007 - May 2008
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science in Business Administration, Accounting
Brown Brothers Harriman & Co March 2010 - July 2010
Travelers Insurance 2010 - 2010
Travelers Insurance 2010 - 2010
Chemtura Corporation May 2008 - August 2008
Oakleaf Waste Management May 2007 - May 2008
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science in Business Administration, Accounting
Bertile Beaulieu-Caban's Brown Brothers Harriman & Co. Experience December 2000 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2000 - Present
Brown Brothers Harriman & Co December 2000 - Present
Banco Popular North America January 1998 - December 2000
Banco Popular North America January 1995 - January 1998
Skills
Microsoft Office, Team Leadership, Staff Training, Procedure Development, Staff Supervision, Project Implementation, Cash Management, Account Reconciliation, Microsoft Excel, Management, Accounting, Payroll, Financial Services, Internal Controls, Banking, Risk Management, Financial Analysis, Portfolio Management, Credit, Software Documentation, Finance, Internal Audit
Education
Mercy College 1998 — 1999
Master of Science, Banking
Bernard M. Baruch College 1991 — 1996
Bachelor of Arts, English Literature
Brown Brothers Harriman December 2000 - Present
Brown Brothers Harriman & Co December 2000 - Present
Banco Popular North America January 1998 - December 2000
Banco Popular North America January 1995 - January 1998
Skills
Microsoft Office, Team Leadership, Staff Training, Procedure Development, Staff Supervision, Project Implementation, Cash Management, Account Reconciliation, Microsoft Excel, Management, Accounting, Payroll, Financial Services, Internal Controls, Banking, Risk Management, Financial Analysis, Portfolio Management, Credit, Software Documentation, Finance, Internal Audit
Education
Mercy College 1998 — 1999
Master of Science, Banking
Bernard M. Baruch College 1991 — 1996
Bachelor of Arts, English Literature
Fiona Layne Germain,CAMS's Brown Brothers Harriman & Co. Experience 2007 - 2011
Job Senior Compliance Officer, AVP at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2013 - Present
National Bank of Kuwait 2011 - 2013
Brown Brothers Harriman & Co 2007 - 2011
Toronto Dominion Bank February 2006 - October 2007
Skills
Banking, KYC, AML, Bank Secrecy Act, Client Service Oriented, Due Diligence, Risk Assessment, Tax Advisory, Tax Preparation, Operational Risk..., OFAC, Sanction, Financial Risk, SWIFT payments, Asset Managment, Payments, Financial Services, Loans, Analysis, Securities, Private Banking, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BA
JPMorgan Chase 2013 - Present
National Bank of Kuwait 2011 - 2013
Brown Brothers Harriman & Co 2007 - 2011
Toronto Dominion Bank February 2006 - October 2007
Skills
Banking, KYC, AML, Bank Secrecy Act, Client Service Oriented, Due Diligence, Risk Assessment, Tax Advisory, Tax Preparation, Operational Risk..., OFAC, Sanction, Financial Risk, SWIFT payments, Asset Managment, Payments, Financial Services, Loans, Analysis, Securities, Private Banking, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BA
Keith Cocozza's Brown Brothers Harriman & Co. Experience 1978 - 1993
Job Accounting Professional
Industry Accounting
Experience
GMAC ResCap 1998 - Present
Brown Brothers Harriman & Co 1978 - 1993
Education
Thomas Edison State College
BA/BS, Accounting
GMAC ResCap 1998 - Present
Brown Brothers Harriman & Co 1978 - 1993
Education
Thomas Edison State College
BA/BS, Accounting
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
Mary Hestnes's Brown Brothers Harriman & Co. Experience September 2000 - Present
Job Administrative Assistant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2000 - Present
Brown Brothers Harriman & Co September 2000 - Present
Shipco Transport May 1999 - September 2000
Skills
Lotus Notes, Process Improvement, Outlook, Microsoft Office, Software Documentation, Microsoft Excel, Access, Spreadsheets, Administrative..., Microsoft Word, Office Management, Visio, Adobe Acrobat, Customer Service, PowerPoint, Management, Calendars, Filing, Administrative..., Administration
Education
Dickinson High School 1992 — 1996
High School Diploma
New Jersey City University
Business Administration - Management
Brown Brothers Harriman September 2000 - Present
Brown Brothers Harriman & Co September 2000 - Present
Shipco Transport May 1999 - September 2000
Skills
Lotus Notes, Process Improvement, Outlook, Microsoft Office, Software Documentation, Microsoft Excel, Access, Spreadsheets, Administrative..., Microsoft Word, Office Management, Visio, Adobe Acrobat, Customer Service, PowerPoint, Management, Calendars, Filing, Administrative..., Administration
Education
Dickinson High School 1992 — 1996
High School Diploma
New Jersey City University
Business Administration - Management
Hope Martin's Brown Brothers Harriman & Co. Experience September 1998 - July 2000
Job Managing Director at Vigilant Capital Management, LLC.
Industry Financial Services
Experience
Vigilant Capital Management, LLC June 2014 - Present
Merrill Lynch Wealth Management January 2014 - May 2014
Merrill Lynch July 2012 - December 2013
Banknorth Investment Management April 2001 - February 2003
Brown Brothers Harriman & Co September 1998 - July 2000
Education
Ecole nationale des Ponts et Chaussées 1997 — 1999
Master of Business Administration (MBA), International Business
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.), English Literature
Vigilant Capital Management, LLC June 2014 - Present
Merrill Lynch Wealth Management January 2014 - May 2014
Merrill Lynch July 2012 - December 2013
Banknorth Investment Management April 2001 - February 2003
Brown Brothers Harriman & Co September 1998 - July 2000
Education
Ecole nationale des Ponts et Chaussées 1997 — 1999
Master of Business Administration (MBA), International Business
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.), English Literature
Steven Myette's Brown Brothers Harriman & Co. Experience May 2012 - January 2013
Job Software License Analyst at Aspera
Industry Computer Software
Experience
Aspera August 2015 - Present
PTC August 2014 - August 2015
The MathWorks January 2013 - August 2014
Brown Brothers Harriman & Co May 2012 - January 2013
Wellesley High School August 2011 - May 2012
Cabot After School August 2010 - June 2011
Skills
Teaching, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Salesforce.com, Siebel, Outlook, Lync, Customer Service, Web Chat, Conducting Interviews, Human Resources, Time Management
Education
Boston University 2006 — 2010
Bachelor of Arts (BA), American History (United States)
Boston University 2006 — 2010
Bachelor of Arts, History
Needham High School
Needham High School
Needham High School
Needham High School
Aspera August 2015 - Present
PTC August 2014 - August 2015
The MathWorks January 2013 - August 2014
Brown Brothers Harriman & Co May 2012 - January 2013
Wellesley High School August 2011 - May 2012
Cabot After School August 2010 - June 2011
Skills
Teaching, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Salesforce.com, Siebel, Outlook, Lync, Customer Service, Web Chat, Conducting Interviews, Human Resources, Time Management
Education
Boston University 2006 — 2010
Bachelor of Arts (BA), American History (United States)
Boston University 2006 — 2010
Bachelor of Arts, History
Needham High School
Needham High School
Needham High School
Needham High School
james ventola's Brown Brothers Harriman & Co. Experience March 1995 - July 1996
Job Infrastructure Sr Tech Analyst at Citigroup
Industry Financial Services
Experience
Citigroup September 1997 - Present
Medco 1996 - 1997
Brown Brothers Harriman & Co March 1995 - July 1996
PaineWebber, Inc May 1994 - March 1995
IBM, Corp January 1990 - May 1994
Pitney Bowes, Corp May 1987 - December 1989
CBS Venture One January 1981 - May 1987
Skills
Unix, Solaris, Operating Systems, Disaster Recovery, System Administration, Security, Apache, Servers, AIX, Websphere, High Availability, Unix Shell Scripting, DNS, Databases, Hardware
Education
Marist College 1972 — 1976
BS, Business Administration, Data Processing
Citigroup September 1997 - Present
Medco 1996 - 1997
Brown Brothers Harriman & Co March 1995 - July 1996
PaineWebber, Inc May 1994 - March 1995
IBM, Corp January 1990 - May 1994
Pitney Bowes, Corp May 1987 - December 1989
CBS Venture One January 1981 - May 1987
Skills
Unix, Solaris, Operating Systems, Disaster Recovery, System Administration, Security, Apache, Servers, AIX, Websphere, High Availability, Unix Shell Scripting, DNS, Databases, Hardware
Education
Marist College 1972 — 1976
BS, Business Administration, Data Processing
Anthony Dassaro's Brown Brothers Harriman & Co. Experience March 1989 - Present
Job Foreign Exchange Relationship Manager at Brown Brothers Harriman & Co
Industry Financial Services
Experience
Brown Brothers Harriman & Co March 1989 - Present
Kidder Peabody & Co January 1986 - March 1989
Skills
Bloomberg
Education
Pace University - Lubin School of Business 1994 — 2000
BA, Management
LaSalle Academy 1984 — 1986
Brown Brothers Harriman & Co March 1989 - Present
Kidder Peabody & Co January 1986 - March 1989
Skills
Bloomberg
Education
Pace University - Lubin School of Business 1994 — 2000
BA, Management
LaSalle Academy 1984 — 1986
Michael Paez's Brown Brothers Harriman & Co. Experience December 2004 - February 2006
Job Manager of Datacenter Operations and SAN
Industry Building Materials
Experience
GAF Materials Corp March 2006 - Present
Brown Brothers Harriman & Co December 2004 - February 2006
Entology Inc May 2004 - December 2004
Fulcrum Logic Inc August 2003 - May 2004
Skills
Enterprise Storage, Vendor Management, Servers, Disaster Recovery, Enterprise Architecture, Networking, Cloud Computing, Data Center, SaaS, IT Management, Technical Support, VMware, IT Strategy, Replication, SAN, SharePoint, Windows Server, EMC, Dell, VNX, Equallogic, Citrix, Windows XP, Lotus Notes, Software Installation, Virtualization
Education
Gibbs College 2002 — 2004
Associates Degree, Computer Sciences
St. Peter's College 1998 — 1999
St. Peter's Prep 1994 — 1998
GAF Materials Corp March 2006 - Present
Brown Brothers Harriman & Co December 2004 - February 2006
Entology Inc May 2004 - December 2004
Fulcrum Logic Inc August 2003 - May 2004
Skills
Enterprise Storage, Vendor Management, Servers, Disaster Recovery, Enterprise Architecture, Networking, Cloud Computing, Data Center, SaaS, IT Management, Technical Support, VMware, IT Strategy, Replication, SAN, SharePoint, Windows Server, EMC, Dell, VNX, Equallogic, Citrix, Windows XP, Lotus Notes, Software Installation, Virtualization
Education
Gibbs College 2002 — 2004
Associates Degree, Computer Sciences
St. Peter's College 1998 — 1999
St. Peter's Prep 1994 — 1998
Michael Brush's Brown Brothers Harriman & Co. Experience May 2000 - October 2000
Job Financial Controller at EACM Advisors LLC BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
EACM Advisors LLC (A Bank of New York Mellon Corporation) September 2004 - Present
Dreyfus Corporation (A Bank of New York Mellon Corporation) October 2000 - September 2004
Brown Brothers Harriman & Co May 2000 - October 2000
Credit Suisse First Boston Corporation August 1998 - May 2000
Ogilvy & Mather July 1997 - August 1998
Oxford Resources June 1996 - July 1997
Skills
Financial Analysis, Financial Modeling, Accounting, Asset Management, Forecasting, Analysis, Equities, Investments, Variance Analysis, Corporate Finance, Account Reconciliation, Accruals, Business Analysis, Finance, Hedge Funds, Microsoft Excel, Valuation
Education
Hofstra University
Master of Business Administration, Finance
New York Institute of Technology
Bachelor of Science, Business Management
BNY Mellon July 2010 - Present
EACM Advisors LLC (A Bank of New York Mellon Corporation) September 2004 - Present
Dreyfus Corporation (A Bank of New York Mellon Corporation) October 2000 - September 2004
Brown Brothers Harriman & Co May 2000 - October 2000
Credit Suisse First Boston Corporation August 1998 - May 2000
Ogilvy & Mather July 1997 - August 1998
Oxford Resources June 1996 - July 1997
Skills
Financial Analysis, Financial Modeling, Accounting, Asset Management, Forecasting, Analysis, Equities, Investments, Variance Analysis, Corporate Finance, Account Reconciliation, Accruals, Business Analysis, Finance, Hedge Funds, Microsoft Excel, Valuation
Education
Hofstra University
Master of Business Administration, Finance
New York Institute of Technology
Bachelor of Science, Business Management
Jessica Cosmus's Brown Brothers Harriman & Co. Experience January 2007 - March 2011
Job Associate Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2011 - Present
Brown Brothers Harriman & Co January 2007 - March 2011
Foster & Sargent, Inc May 2007 - September 2007
Bradley Foster & Sargent, Inc June 2007 - August 2007
Middlebury College Ross Commons Council September 2004 - May 2007
Deweese Consulting Inc June 2006 - September 2006
DeWeese Consulting Inc May 2006 - August 2006
Skills
Asset Allocation, Mutual Funds, Equities, Fixed Income, Investment Management, Bonds
Education
Middlebury College 2003 — 2007
Bachelor of the Arts, Economics
Westminster School 1999 — 2003
High School Diploma
Northern Trust March 2011 - Present
Brown Brothers Harriman & Co January 2007 - March 2011
Foster & Sargent, Inc May 2007 - September 2007
Bradley Foster & Sargent, Inc June 2007 - August 2007
Middlebury College Ross Commons Council September 2004 - May 2007
Deweese Consulting Inc June 2006 - September 2006
DeWeese Consulting Inc May 2006 - August 2006
Skills
Asset Allocation, Mutual Funds, Equities, Fixed Income, Investment Management, Bonds
Education
Middlebury College 2003 — 2007
Bachelor of the Arts, Economics
Westminster School 1999 — 2003
High School Diploma
Andrea Tupper's Brown Brothers Harriman & Co. Experience April 2004 - August 2004
Job Accounting Tutor and Professional
Industry Accounting
Experience
Wells Fargo & Co June 2006 - May 2012
Wells Fargo & Co. August 2004 - June 2006
Brown Brothers Harriman & Co April 2004 - August 2004
PFPC May 2003 - April 2004
INVESCO Funds Group May 2001 - March 2003
State Street Corp February 1999 - August 2000
Education
University of New Hampshire 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo & Co June 2006 - May 2012
Wells Fargo & Co. August 2004 - June 2006
Brown Brothers Harriman & Co April 2004 - August 2004
PFPC May 2003 - April 2004
INVESCO Funds Group May 2001 - March 2003
State Street Corp February 1999 - August 2000
Education
University of New Hampshire 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Maria Estrella-Espinal's Brown Brothers Harriman & Co. Experience February 2004 - February 2007
Job Sales
Industry Pharmaceuticals
Experience
GlaxoSmithKline May 2012 - Present
Bank of America Merrill Lynch January 2010 - April 2012
US Clearing Services January 2009 - December 2009
Merrill Lynch March 2007 - December 2008
Brown Brothers Harriman & Co February 2004 - February 2007
Skills
Equities, Reconciliation, Fixed Income, Corporate Actions
Education
St. Francis College 1999 — 2003
Bachelor of Science, Business Management
GlaxoSmithKline May 2012 - Present
Bank of America Merrill Lynch January 2010 - April 2012
US Clearing Services January 2009 - December 2009
Merrill Lynch March 2007 - December 2008
Brown Brothers Harriman & Co February 2004 - February 2007
Skills
Equities, Reconciliation, Fixed Income, Corporate Actions
Education
St. Francis College 1999 — 2003
Bachelor of Science, Business Management
kevin yimoyines's Brown Brothers Harriman & Co. Experience June 2004 - December 2004
Job Fixed Income Securities Lending Trader at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase & Co February 2010 - Present
J.P. Morgan May 2007 - February 2010
Prime Brokerage Client Service December 2004 - May 2007
Brown Brothers Harriman & Co June 2004 - December 2004
Brown Brothers Harriman & Co December 2003 - June 2004
Brown Brothers Harriman & Co May 2002 - December 2003
GE Asset Management November 2000 - November 2001
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Vanderbilt University
Bachelor of Science, Geology
JPMorgan Chase & Co February 2010 - Present
J.P. Morgan May 2007 - February 2010
Prime Brokerage Client Service December 2004 - May 2007
Brown Brothers Harriman & Co June 2004 - December 2004
Brown Brothers Harriman & Co December 2003 - June 2004
Brown Brothers Harriman & Co May 2002 - December 2003
GE Asset Management November 2000 - November 2001
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Vanderbilt University
Bachelor of Science, Geology
Nicole Duddy's Brown Brothers Harriman & Co. Experience June 2011 - August 2011
Job Compensation Analyst at Moelis & Company | MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
Moelis & Company April 2015 - Present
Towers Watson May 2014 - April 2015
Towers Watson January 2012 - May 2014
Brown Brothers Harriman & Co June 2011 - August 2011
Skills
Microsoft Office 2007, PeopleSoft, Excel, Data Analysis, Financial Analysis, Analysis, Leadership, Market Research, Human Resources, Performance Management, Recruiting, French, Management Consulting, Incentive Programs, Time Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Candidate: Master of Business Administration (MBA), Finance
University of Pennsylvania 2008 — 2012
BA, Communication
Université Lumière (Lyon II) 2010 — 2010
Communications, French
Phillips Academy 2004 — 2008
Mathematics, Physics, French
Moelis & Company April 2015 - Present
Towers Watson May 2014 - April 2015
Towers Watson January 2012 - May 2014
Brown Brothers Harriman & Co June 2011 - August 2011
Skills
Microsoft Office 2007, PeopleSoft, Excel, Data Analysis, Financial Analysis, Analysis, Leadership, Market Research, Human Resources, Performance Management, Recruiting, French, Management Consulting, Incentive Programs, Time Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Candidate: Master of Business Administration (MBA), Finance
University of Pennsylvania 2008 — 2012
BA, Communication
Université Lumière (Lyon II) 2010 — 2010
Communications, French
Phillips Academy 2004 — 2008
Mathematics, Physics, French
Ben Cerroni's Brown Brothers Harriman & Co. Experience March 2012 - December 2012
Job Analyst at 400 Capital Management
Industry Financial Services
Experience
400 Capital Management March 2014 - Present
Morgan Stanley February 2013 - December 2013
Brown Brothers Harriman & Co March 2012 - December 2012
Safety Environmental Control, Inc June 2010 - February 2012
Eastern Mountain Sports January 2006 - January 2010
Education
Providence College 2007 — 2011
Bachelor of Science
400 Capital Management March 2014 - Present
Morgan Stanley February 2013 - December 2013
Brown Brothers Harriman & Co March 2012 - December 2012
Safety Environmental Control, Inc June 2010 - February 2012
Eastern Mountain Sports January 2006 - January 2010
Education
Providence College 2007 — 2011
Bachelor of Science
Jason Arce's Brown Brothers Harriman & Co. Experience February 2011 - December 2012
Job Tax Manager at State Street Bank
Industry Accounting
Experience
State Street Bank December 2012 - Present
Brown Brothers Harriman & CO February 2011 - December 2012
PwC September 2007 - February 2011
Skills
Private Equity, Hedge Funds, Tax
Education
Northeastern University
MST
University of Rhode Island - College of Business Administration 2003 — 2007
B.S. in Business Administration, Accounting, Finance
State Street Bank December 2012 - Present
Brown Brothers Harriman & CO February 2011 - December 2012
PwC September 2007 - February 2011
Skills
Private Equity, Hedge Funds, Tax
Education
Northeastern University
MST
University of Rhode Island - College of Business Administration 2003 — 2007
B.S. in Business Administration, Accounting, Finance
Melisa Boodram, CPA's Brown Brothers Harriman & Co. Experience February 2011 - February 2012
Job Tax Manager at EY
Industry Financial Services
Experience
EY November 2013 - Present
Berdon LLP September 2012 - October 2013
Brown Brothers Harriman & Co February 2011 - February 2012
Ernst & Young, LLP October 2006 - February 2011
JPMorgan Chase & Co February 2005 - July 2006
Skills
Tax, Accounting, Corporate Tax, Financial Accounting, Financial Analysis, Financial Services, Tax Research, Corporate Finance
Education
Pace University - Lubin School of Business
Bachelors of Business Administration, Public Accounting
EY November 2013 - Present
Berdon LLP September 2012 - October 2013
Brown Brothers Harriman & Co February 2011 - February 2012
Ernst & Young, LLP October 2006 - February 2011
JPMorgan Chase & Co February 2005 - July 2006
Skills
Tax, Accounting, Corporate Tax, Financial Accounting, Financial Analysis, Financial Services, Tax Research, Corporate Finance
Education
Pace University - Lubin School of Business
Bachelors of Business Administration, Public Accounting
Kriss Sweeney's Brown Brothers Harriman & Co. Experience October 2011 - Present
Job Corporate Actions/Tax Reporting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman & Co October 2011 - Present
University of Connecticut: Residential Life August 2010 - May 2011
Investor's Capital Corporation December 2010 - January 2011
Education
University of Connecticut 2007 — 2011
Bachelor of Arts, Economics
Brown Brothers Harriman & Co October 2011 - Present
University of Connecticut: Residential Life August 2010 - May 2011
Investor's Capital Corporation December 2010 - January 2011
Education
University of Connecticut 2007 — 2011
Bachelor of Arts, Economics
Amanda Pisano-Noyes's Brown Brothers Harriman & Co. Experience January 2004 - Present
Job System Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman & Co January 2004 - Present
Brown Brothers Harriman October 2005 - December 2007
Brown Brothers Harriman May 2005 - December 2007
Brown Brothers Harriman July 2004 - October 2005
State Street Corporation January 2000 - January 2003
Education
Curry College 1994 — 1999
B.A, English
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman & Co January 2004 - Present
Brown Brothers Harriman October 2005 - December 2007
Brown Brothers Harriman May 2005 - December 2007
Brown Brothers Harriman July 2004 - October 2005
State Street Corporation January 2000 - January 2003
Education
Curry College 1994 — 1999
B.A, English
Ann Marie Egan's Brown Brothers Harriman & Co. Experience April 1994 - June 1996
Job Teacher's Assistant at South Side High School
Industry Financial Services
Experience
South Side High School October 2013 - Present
Citco Fund Services May 2010 - January 2013
OpHedge Investment Services May 2005 - May 2010
Soros Fund Management March 2000 - April 2005
Arnhold & S. Bleichroeder June 1998 - March 2000
CITIBANK, NA June 1996 - June 1998
BROWN BROTHERS HARRIMAN & CO April 1994 - June 1996
PRUDENTIAL SECURITIES, INC October 1991 - April 1994
Skills
Daily Operations..., Monthly Closing, trade break resolution, Account Reconciliation, Fixed Income, Equities, Hedge Funds, Investments, Mutual Funds, Financial Statements, Trading, Options, Asset Allocation, Series 7, Tax, Balance, Analysis, Funding
Education
St. John's University 1992 — 1996
Master of Business Administration (M.B.A.), Finance
S.U.N.Y @ Oneonta 1987 — 1991
Bachelor of Science, Business Economics
South Side High School October 2013 - Present
Citco Fund Services May 2010 - January 2013
OpHedge Investment Services May 2005 - May 2010
Soros Fund Management March 2000 - April 2005
Arnhold & S. Bleichroeder June 1998 - March 2000
CITIBANK, NA June 1996 - June 1998
BROWN BROTHERS HARRIMAN & CO April 1994 - June 1996
PRUDENTIAL SECURITIES, INC October 1991 - April 1994
Skills
Daily Operations..., Monthly Closing, trade break resolution, Account Reconciliation, Fixed Income, Equities, Hedge Funds, Investments, Mutual Funds, Financial Statements, Trading, Options, Asset Allocation, Series 7, Tax, Balance, Analysis, Funding
Education
St. John's University 1992 — 1996
Master of Business Administration (M.B.A.), Finance
S.U.N.Y @ Oneonta 1987 — 1991
Bachelor of Science, Business Economics
Gordon Berger's Brown Brothers Harriman & Co. Experience August 1987 - December 1992
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon October 2008 - June 2014
BNY Mellon December 1992 - October 2008
Brown Brothers Harriman & Co August 1987 - December 1992
Skills
Capital Markets, Financial Structuring, Credit, Loans, Bonds, Syndications, Fixed Income, Investment Banking, Equities, Hedge Funds, Structured Finance, Securities, Bloomberg, Economics, Mutual Funds, Derivatives, Loan Work-outs, Debt Restructuring, Portfolio Management
Education
William E. Simon School of Business 1985 — 1987
Master of Business Administration (MBA), Finance & Marketing
Duke University 1981 — 1985
Bachelor of Science (B.S.), Economics & Computer Science, Magna Cum Laude
Milton Academy 1979 — 1981
BNY Mellon October 2008 - June 2014
BNY Mellon December 1992 - October 2008
Brown Brothers Harriman & Co August 1987 - December 1992
Skills
Capital Markets, Financial Structuring, Credit, Loans, Bonds, Syndications, Fixed Income, Investment Banking, Equities, Hedge Funds, Structured Finance, Securities, Bloomberg, Economics, Mutual Funds, Derivatives, Loan Work-outs, Debt Restructuring, Portfolio Management
Education
William E. Simon School of Business 1985 — 1987
Master of Business Administration (MBA), Finance & Marketing
Duke University 1981 — 1985
Bachelor of Science (B.S.), Economics & Computer Science, Magna Cum Laude
Milton Academy 1979 — 1981
Elisha M Hunter's Brown Brothers Harriman & Co. Experience May 2008 - Present
Job KYC / Holdsheet Admin / Database Management Group at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2008 - Present
BROWN BROTHERS HARRIMAN & CO May 2008 - Present
PRUDENTIAL BACHE COMMODITIES LLC May 2007 - May 2008
Bank of America December 2005 - December 2006
Skills
Finance, Financial Risk, Credit, Payments, Accounting, Trading, Investments, FX Options, KYC, Banking, Operations Management
Education
Berkeley College
Bachelor of Business Administration Degree, Focus Business Management
Brown Brothers Harriman May 2008 - Present
BROWN BROTHERS HARRIMAN & CO May 2008 - Present
PRUDENTIAL BACHE COMMODITIES LLC May 2007 - May 2008
Bank of America December 2005 - December 2006
Skills
Finance, Financial Risk, Credit, Payments, Accounting, Trading, Investments, FX Options, KYC, Banking, Operations Management
Education
Berkeley College
Bachelor of Business Administration Degree, Focus Business Management
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation