CDC IXIS Asset Management

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CDC IXIS Asset Management Employees

Employee
Years
Job
Industry
Mark E. Bradley Mark E. Bradley Greater Boston Area Details
Mark E. Bradley's CDC IXIS Asset Management Experience 2002 - 2003
Job VP & Treasurer at Pioneer Investment Management
Industry Investment Management
Experience
Pioneer Investment Management  May 2004 - Present
CDC IXIS Asset Management   2002 - 2003
MFS Investment Management  1997 - 2002
Putnam Investments  1994 - 1997
Ernst & Young  1985 - 1994

Skills
Asset Management, Valuation, Accounting, Tax, Mutual Funds, Due Diligence, Financial Reporting, SEC reporting, SOX, Audit, Fund Accounting, Pricing, Investment Management, SEC filings, Sarbanes-Oxley Act, Auditing, Closed-End Funds, Investments, Finance, Financial Services, Securities, Closed-end Funds, Risk Management

Education
Boston University School of Law   1987 — 1991
LLM, Tax Law

Suffolk University Law School   1982 — 1985
JD, Law

Bentley University   1978 — 1982
BS, Accountancy

Monadnock Regional High School (MRHS)   1972 — 1978
Diploma, College Prep

Michael Wolusky Michael Wolusky Greater Boston Area Details
Michael Wolusky's CDC IXIS Asset Management Experience January 2000 - January 2002
Job Operational Consultant, Retirement Services
Industry Insurance
Experience
MassMutual Financial Group  October 2006 - Present
Hartford Life  December 2004 - October 2006
ING  October 2003 - November 2004
American Express/Bankers Life and Casualty   April 2002 - September 2003
CDC IXIS Asset Management   January 2000 - January 2002

Skills
Insurance, Mutual Funds, Process Improvement, 401k, Financial Services, Visio, Retirement, Series 63, Retirement Planning, Analysis

Education
University of Massachusetts   1990 — 1996
Bachelor of Arts, Economics, International Concentration

University of Massachusetts at Lowell   1990 — 1996
BA, Economics

Robert Dufresne Robert Dufresne Greater Boston Area Details
Robert Dufresne's CDC IXIS Asset Management Experience 2000 - 2002
Job Manager, Equity Mutual Funds & Asset Allocation Products at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF  April 2014 - Present
Tamarack Advisors, LLC   March 2009 - April 2014
Concept Communications, Inc.   July 2008 - March 2009
bGG Advertising, Inc.   2002 - July 2008
CDC IXIS Asset Management   2000 - 2002
Evergreen Investments  1999 - 2001
Fidelity Investments  1994 - 1999
Putnam Investments  1991 - 1992

Skills
Mutual Funds, Marketing, Account Management, Change Management, Marketing Communications, Advertising, Series 6, Series 63, Social Media Marketing, Wealth Management, Alternative Investments, Marketing Strategy, Asset Managment, Digital Marketing, Investments, Product Management, Business Strategy, New Business Development, Project Management, Management, Sales, Financial Services, Analysis, CRM, Business Development, Integrated Marketing, Asset Management, Direct Marketing, Leadership, Strategy

Education
Boston University   1994 — 1996
MBA, Business

Plymouth State University   1987 — 1991
BS, Business Administration

Bishop Guertin H.S.   1983 — 1987

Casey Prindle Casey Prindle Fort Lauderdale, Florida Details
Casey Prindle's CDC IXIS Asset Management Experience June 2000 - February 2002
Job Realtor at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc.   January 2015 - Present
Esslinger Wooten Maxwell  January 2010 - December 2014
Primary Residential Mortgage, Inc.   July 2008 - August 2009
Countrywide Home Loans  May 2004 - June 2008
RBC Capital Markets  March 2002 - May 2004
CDC IXIS Asset Management   June 2000 - February 2002

Skills
Loans, Real Estate Transactions, New Business Development, Real Estate, Mortgage Lending, Commercial Real Estate, Residential Real Estate, Sales, Residential Homes, Finance, Investors, Investment Properties, Sellers, Buyers, Short Sales

Education
Northeastern University   1995 — 2000
Bachelor of Science (B.S.)

Brian Eddy, MBA, CFA, CFP® Brian Eddy, MBA, CFA, CFP® Greater Boston Area Details
Brian Eddy, MBA, CFA, CFP®'s CDC IXIS Asset Management Experience January 2000 - March 2001
Job CoChair: Private Wealth SubCommittee at The Boston Security Analysts Society
Industry Financial Services
Experience
The Boston Security Analysts Society  August 2015 - Present
Eddy Company, LLC   May 2014 - Present
Essex County Estate Planning Council   May 2013 - Present
Gordon College  August 2013 - May 2015
Cape Ann Savings Bank  June 2008 - May 2014
U.S. Trust Company   March 2001 - March 2006
CDC Ixis Asset Management   January 2000 - March 2001

Skills
Wealth Management..., Financial Services, Financial Advisory, Financial Markets, Retirement, Certified Financial..., High Net Worth..., Adult Education, Business Planning, Hedge Funds, Management, CFA Charter Holder, Marketing, Private Banking, Finance, Series 65, CRM, Public Speaking, Estate Planning, Wealth Management, Investments, Portfolio Management, Mutual Funds, Investment Management, Academic Tutoring, Financial Planning, Securities, University Teaching, Investment Advisory

Education
Boston University Questrom School of Business   2005 — 2007
MBA, Finance

Gordon College   1995 — 1999
BS

Heather Keaveny Heather Keaveny Greater Boston Area Details
Heather Keaveny's CDC IXIS Asset Management Experience December 1995 - July 1999
Job Vice President, Director of U.S. Tax Compliance at Natixis Global Asset Management
Industry Accounting
Experience
Natixis Global Asset Management  March 2012 - Present
Ashland High School  November 2010 - Present
Natixis Global Asset Management (fka CDC IXIS Asset Management; Nvest Companies)   September 2008 - March 2012
Self Employed  1999 - 2009
CDC IXIS Asset Management   December 1995 - July 1999
Arthur Andersen  September 1992 - December 1995

Skills
Tax Returns, Tax, Start-ups, Financial Analysis, New Business Development, Accounting, Hedge Funds, Real Estate, Nonprofits, Financial Reporting, CPA

Education
College of the Holy Cross   1988 — 1992
B.A., Economics and Accounting

Jenny D. Clark Jenny D. Clark West Babylon, New York Details
Jenny D. Clark's CDC IXIS Asset Management Experience January 2001 - June 2001
Job Assistant Vice PresidentTreasury Services Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo  March 2012 - Present
Wachovia, A Wells Fargo Company  March 2010 - March 2012
Wachovia, A Wells Fargo Company  September 2005 - March 2010
Wachovia, A Wells Fargo Company  September 2003 - September 2005
Taylor DeJongh (Iberfin Asesores, S.L.)   February 2002 - July 2002
CDC Ixis Asset Management   January 2001 - June 2001
Donaldson, Lufkin & Jenrette   January 2000 - June 2000
Investor's Bank & Trust   January 1999 - June 1999

Skills
Customer Focus, Organizational..., Multitasker, Project Coordination, Time Management, Spanish-speaking, Customer Retention, Customer Satisfaction, Organization, Project Management, Long-term Customer..., Business Travel, Travel Arrangements, Office Administration, Expense Reports, Treasury Management, Banking, Commercial Banking, Financial Analysis, Relationship Management, Management, Cash Management, Credit, Credit Analysis, Financial Services, Finance, Portfolio Management, Risk Management, Loans

Education
Northeastern University   1997 — 2003
BSIB, International Business/Finance

Universidad Pontificia Comillas (ICAI-ICADE)   2001 — 2002
Comprehensive Study and Professional Assignment, International Business

Lauren Gelinas Lauren Gelinas Greater Boston Area Details
Lauren Gelinas's CDC IXIS Asset Management Experience 1998 - 2002
Job Sales Representative at Thomas J. Fleming Insurance Agency
Industry Insurance
Experience
Thomas J. Fleming Insurance Agency   June 2002 - Present
CDC IXIS Asset Management   1998 - 2002

Education
Boston College   1988 — 1992
bachelors, psychology, management

Holliston High Scool   1984 — 1988

Nathan Kocon, CFE Nathan Kocon, CFE Providence, Rhode Island Area Details
Nathan Kocon, CFE's CDC IXIS Asset Management Experience January 2002 - June 2002
Job Reporting & Analysis, Performance Excellence Practitioner at National Grid
Industry Utilities
Experience
National Grid  October 2013 - Present
Ernst & Young  September 2010 - October 2013
The Claro Group  December 2009 - September 2010
Huron Consulting Group  May 2005 - December 2009
Huron Consulting Group  January 2004 - August 2004
Federal Deposit Insurance Corporation (FDIC)   January 2003 - June 2003
CDC IXIS ASSET MANAGEMENT   January 2002 - June 2002
Anheuser-Busch Distributor - McLaughlin & Moran, Inc.   June 2000 - September 2000

Skills
Accounting, Internal Audit, Internal Controls, Forensic Accounting

Education
Northeastern University   2000 — 2005
Bachelor of Science Degree, Business Administration - Finance and Marketing

Lincoln High School Lincoln, Rhode Island   1997 — 2000
High School Diploma

Anne Squire Anne Squire Greater Chicago Area Details
Anne Squire's CDC IXIS Asset Management Experience 1998 - 2003
Job Marketing
Industry Investment Management
Experience
Altair Advisers  January 2004 - February 2011
CDC IXIS Asset Management   1998 - 2003
Smith, Bucklin & Associates   1994 - 1998

Education
Lyons Township High School   1987 — 1991

University of Dayton   1987 — 1991
BS, Marketing

David Buchler David Buchler Reno, Nevada Area Details
David Buchler's CDC IXIS Asset Management Experience 2002 - 2003
Job Deputy District Attorney of Elko County
Industry Legal Services
Experience
Elko County District Attorney's Office   November 2008 - Present
Loss Recovery Center   December 2004 - November 2008
CDC IXIS Asset Management   2002 - 2003
Federated Investors  1997 - 2002

Skills
Legal Writing, Courts, Negotiation, Trials, Appeals, Trial Practice, Criminal Law, Hearings, Litigation

Education
The University of South Dakota School of Law   2005 — 2008
J.D., law

University of Iowa   1991 — 1995
Bachelor of Arts (BA), Psychology

Julie (Brackett) Lyman Julie (Brackett) Lyman Greater Boston Area Details
Julie (Brackett) Lyman's CDC IXIS Asset Management Experience November 1999 - April 2004
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch  October 2012 - Present
John Hancock Financial Services  May 2010 - October 2012
Bank of America  October 2006 - May 2010
Columbia Management Advisors, LLC   May 2009 - October 2009
Kirkpatrick & Lockhart Nicholson Graham LLP   April 2004 - October 2006
CDC IXIS Asset Management   November 1999 - April 2004
John Hancock Financial Services  June 1998 - November 1999
Funds Distributor, Inc.   September 1996 - May 1998
Scudder, Stevens & Clark, Inc.   June 1994 - September 1996
Scudder Services Company   July 1993 - June 1994

Education
Suffolk University Law School   1995 — 1999
Juris Doctor

Providence College   1988 — 1992
Bachelor of Arts

Lee Rosenblum Lee Rosenblum United States Details
Lee Rosenblum's CDC IXIS Asset Management Experience January 1998 - January 2003
Job
Industry Higher Education
Experience
American Friends of Bar-Ilan University  January 2010 - Present
American Committee for the Weizmann Institute of Science  January 2008 - January 2010
Lincoln Financial Distributors  January 2005 - January 2008
CDC IXIS ASSET MANAGEMENT   January 1998 - January 2003
LONDON PACIFIC LIFE AND ANNUITY   January 1996 - January 1997
Fortis Financial Group  January 1990 - January 1995
INTEGRATED RESOURCES MARKETING, INC   January 1986 - January 1990
The Calvert Group  January 1980 - January 1986
The Bank of Bethesda   January 1978 - January 1979

Education
American University
Bachelor of Arts (BA) Degree

Karine Amiot-Richard Karine Amiot-Richard Greater New York City Area Details
Karine Amiot-Richard's CDC IXIS Asset Management Experience 2000 - 2002
Job Fixed Income Portfolio Manager NATIXIS Asset Management
Industry Banking
Experience
NATIXIS Asset Management  2009 - Present
IXIS Asset Management  2003 - 2009
CDC IXIS Asset Management   2000 - 2002
BFCM (Groupe Crédit Mutuel - CIC)   1999 - 2000

Education
Université Paris Dauphine   1997 — 1998
French Bachelor degree, Economy and Statistics

IEP Strasbourg
French Master Degree in Corporate Finance and Markets

Joseph Filicetti Joseph Filicetti New York, New York Details
Joseph Filicetti's CDC IXIS Asset Management Experience January 2000 - January 2002
Job Head of Alternative Investments Western Asset Management
Industry Investment Management
Experience
Western Asset Management  October 2010 - Present
COLONIAL LIFE INSURANCE CAPITAL MARKETS, Inc   January 2002 - January 2010
CDC IXIS ASSET MANAGEMENT   January 2000 - January 2002
PRUDENTIAL SECURITIES INC  January 1998 - January 2000
Rotella Capital Management  January 1996 - January 1998
Merrill Lynch  January 1992 - January 1996
Lehman Brothers  January 1986 - January 1990

Skills
Investments, Fixed Income, Hedge Funds, Asset Management, Portfolio Management

Education
COLUMBIA UNIVERSITY   1990 — 1992
MBA

Niagara University   1981 — 1985
BBA, Accounting