Cerulli Associates
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Cerulli Associates Employees
Employee
Years
Job
Industry
Kevin Frost Kevin Frost's Cerulli Associates Experience July 2013 - Present
Job Graphic Designer
Industry Marketing and Advertising
Experience
Cerulli Associates July 2013 - Present
MIT May 2013 - July 2013
Lateral Group, North America February 2013 - May 2013
Arch Creative Group September 2012 - December 2012
Hollis Parks and Recreation June 2005 - August 2012
Ethos Marketing and Design June 2011 - August 2011
Skills
Graphic Design, Layout, Photoshop, Illustrator, InDesign, Social Media, Adobe Creative Suite, Branding & Identity, WordPress, Marketing, Sales, Marketing Strategy, Advertising, Microsoft Word, Campaign Strategies, Concept Design, Concept Development, B2B Marketing, QuarkXPress, Microsoft Excel
Education
Plymouth State University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Graphic Design
Cerulli Associates July 2013 - Present
MIT May 2013 - July 2013
Lateral Group, North America February 2013 - May 2013
Arch Creative Group September 2012 - December 2012
Hollis Parks and Recreation June 2005 - August 2012
Ethos Marketing and Design June 2011 - August 2011
Skills
Graphic Design, Layout, Photoshop, Illustrator, InDesign, Social Media, Adobe Creative Suite, Branding & Identity, WordPress, Marketing, Sales, Marketing Strategy, Advertising, Microsoft Word, Campaign Strategies, Concept Design, Concept Development, B2B Marketing, QuarkXPress, Microsoft Excel
Education
Plymouth State University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Graphic Design
Lauren Eilberg Lauren Eilberg's Cerulli Associates Experience March 2011 - Present
Job Senior Relationship Manager, Strategic Business Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Cerulli Associates March 2011 - Present
Putnam Investments August 2007 - March 2011
Skills
Sales, Sales Presentations, Relationship Management, Salesforce.com, Marketing Strategy, Marketing, Account Management, Market Research, Mutual Funds, Investments, Finance, Time Management, Financial Services, Series 63, Asset Management, Alternative Investments, Series 7, Wealth Management, Asset Allocation, Fixed Income, Portfolio Management, Hedge Funds, Financial Markets, Investment Management, Microsoft Office, Project Management, Bloomberg, 401k, Equities
Education
Needham High School
Union College
B.A., Economics
Charles Schwab October 2014 - Present
Cerulli Associates March 2011 - Present
Putnam Investments August 2007 - March 2011
Skills
Sales, Sales Presentations, Relationship Management, Salesforce.com, Marketing Strategy, Marketing, Account Management, Market Research, Mutual Funds, Investments, Finance, Time Management, Financial Services, Series 63, Asset Management, Alternative Investments, Series 7, Wealth Management, Asset Allocation, Fixed Income, Portfolio Management, Hedge Funds, Financial Markets, Investment Management, Microsoft Office, Project Management, Bloomberg, 401k, Equities
Education
Needham High School
Union College
B.A., Economics
Andrew (Drew) O'Hearn, CLU®'s Cerulli Associates Experience June 2014 - Present
Job Senior Account Manager at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) May 2012 - May 2014
Winter Wyman June 2011 - May 2012
John Hancock February 2009 - November 2010
John Hancock November 2007 - January 2009
John Hancock Life Insurance Company (U.S.A.) May 2005 - November 2007
Evergreen Investments October 2003 - April 2005
Evergreen Investments May 2002 - October 2003
Skills
Mutual Funds, Investments, Series 63, Series 6, 529 Plans, Life Insurance, Long Term Care Insurance, Institutional Sales
Education
Anna Maria College 1996 — 2000
Cerulli Associates June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) May 2012 - May 2014
Winter Wyman June 2011 - May 2012
John Hancock February 2009 - November 2010
John Hancock November 2007 - January 2009
John Hancock Life Insurance Company (U.S.A.) May 2005 - November 2007
Evergreen Investments October 2003 - April 2005
Evergreen Investments May 2002 - October 2003
Skills
Mutual Funds, Investments, Series 63, Series 6, 529 Plans, Life Insurance, Long Term Care Insurance, Institutional Sales
Education
Anna Maria College 1996 — 2000
Joy Greenberg Joy Greenberg's Cerulli Associates Experience April 2014 - Present
Job Intermediary Analyst at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates April 2014 - Present
Cerulli Associates October 2012 - April 2014
University of Massachusetts Amherst January 2009 - December 2011
NEPC June 2011 - August 2011
Enterprise Rent-A-Car June 2010 - August 2010
Skills
French, Microsoft Office, Research, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Editing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
sturgis charter school
sturgis charter school
Cerulli Associates April 2014 - Present
Cerulli Associates October 2012 - April 2014
University of Massachusetts Amherst January 2009 - December 2011
NEPC June 2011 - August 2011
Enterprise Rent-A-Car June 2010 - August 2010
Skills
French, Microsoft Office, Research, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Editing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
sturgis charter school
sturgis charter school
James Tamposi James Tamposi's Cerulli Associates Experience June 2014 - Present
Job Analyst at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates June 2014 - Present
Chatham Partners September 2013 - March 2014
Boston Metal Exchange LLC June 2012 - August 2012
The Nashua Bank June 2011 - August 2011
Peter G. Peterson Foundation June 2010 - August 2010
Prolyn Corporation May 2009 - August 2009
Skills
Economics, Microsoft Office, Microsoft Word, Microsoft Excel, Econometrics, Financial Analysis, PowerPoint, Research, Leadership, Excel, Macroeconomics, Investments, Marketing Research, Microeconomics, International Economics, Social Media, Statistics, Management, Data Analysis, Quantitative Research, Market Research, Qualitative Research
Education
Bates College 2009 — 2013
B.A, Economics
Brooks School 2004 — 2009
Cerulli Associates June 2014 - Present
Chatham Partners September 2013 - March 2014
Boston Metal Exchange LLC June 2012 - August 2012
The Nashua Bank June 2011 - August 2011
Peter G. Peterson Foundation June 2010 - August 2010
Prolyn Corporation May 2009 - August 2009
Skills
Economics, Microsoft Office, Microsoft Word, Microsoft Excel, Econometrics, Financial Analysis, PowerPoint, Research, Leadership, Excel, Macroeconomics, Investments, Marketing Research, Microeconomics, International Economics, Social Media, Statistics, Management, Data Analysis, Quantitative Research, Market Research, Qualitative Research
Education
Bates College 2009 — 2013
B.A, Economics
Brooks School 2004 — 2009
Jared Baucom Jared Baucom's Cerulli Associates Experience January 2015 - Present
Job Director, International Sales at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates January 2015 - Present
Cerulli Associates September 2010 - January 2014
Cerulli Associates January 2008 - September 2010
Baring Asset Management December 2004 - January 2008
Skills
Retirement, Investments, Financial Services, CRM, Asset Managment, Business Development, Relationship Management, Sales, Equities
Education
University of Missouri-Columbia 1999 — 2003
B.S. Finance, Finance & Economics
Cerulli Associates January 2015 - Present
Cerulli Associates September 2010 - January 2014
Cerulli Associates January 2008 - September 2010
Baring Asset Management December 2004 - January 2008
Skills
Retirement, Investments, Financial Services, CRM, Asset Managment, Business Development, Relationship Management, Sales, Equities
Education
University of Missouri-Columbia 1999 — 2003
B.S. Finance, Finance & Economics
Frederick Pickering, CFA Frederick Pickering, CFA's Cerulli Associates Experience January 2015 - Present
Job Research Analyst, Managed Accounts
Industry Financial Services
Experience
Cerulli Associates January 2015 - Present
Cerulli Associates May 2012 - December 2014
Cerulli Associates April 2011 - May 2012
Fidelity Investments June 2010 - September 2010
Harvard University June 2010 - August 2010
Stonehill College July 2009 - May 2010
Stonehill College October 2008 - May 2010
Merrill Lynch January 2010 - March 2010
UBS Wealth Management June 2008 - August 2008
Skills
Bloomberg Terminal, Statistics, Research, Economics, Wealth Management, Market Research, Investments, Microsoft Office, Econometrics, Portfolio Management, Stata, Linear Regression, R, Tableau, MySQL
Education
Stonehill College 2006 — 2010
Bachelors of Science in Business Administration, Finance, Economics
Portsmouth High
Cerulli Associates January 2015 - Present
Cerulli Associates May 2012 - December 2014
Cerulli Associates April 2011 - May 2012
Fidelity Investments June 2010 - September 2010
Harvard University June 2010 - August 2010
Stonehill College July 2009 - May 2010
Stonehill College October 2008 - May 2010
Merrill Lynch January 2010 - March 2010
UBS Wealth Management June 2008 - August 2008
Skills
Bloomberg Terminal, Statistics, Research, Economics, Wealth Management, Market Research, Investments, Microsoft Office, Econometrics, Portfolio Management, Stata, Linear Regression, R, Tableau, MySQL
Education
Stonehill College 2006 — 2010
Bachelors of Science in Business Administration, Finance, Economics
Portsmouth High
Russell Hammond Russell Hammond's Cerulli Associates Experience October 2014 - August 2015
Job Business Intelligence Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group September 2015 - Present
Cerulli Associates October 2014 - August 2015
Putnam Investments June 2012 - October 2014
Putnam Investments December 2010 - June 2011
Gorham Savings Bank May 2010 - August 2010
Looney & Grossman LLP July 2009 - April 2010
Skills
Mutual Funds, Series 6, Series 7, Series 63, Salesforce.com, Investments, Microsoft Excel, Sales, PowerPoint, 401k, Alternative Investments, Asset Allocation
Education
Northeastern University 2007 — 2012
Bachelor of Science, Economics
Deering High School 2003 — 2007
High School Diploma
Janus Capital Group September 2015 - Present
Cerulli Associates October 2014 - August 2015
Putnam Investments June 2012 - October 2014
Putnam Investments December 2010 - June 2011
Gorham Savings Bank May 2010 - August 2010
Looney & Grossman LLP July 2009 - April 2010
Skills
Mutual Funds, Series 6, Series 7, Series 63, Salesforce.com, Investments, Microsoft Excel, Sales, PowerPoint, 401k, Alternative Investments, Asset Allocation
Education
Northeastern University 2007 — 2012
Bachelor of Science, Economics
Deering High School 2003 — 2007
High School Diploma
Tiffany Bonner Tiffany Bonner's Cerulli Associates Experience August 2011 - May 2012
Job Security/Game Day Staff Administrative at Washington Redskins
Industry Sports
Experience
Washington Redskins June 2014 - Present
A+ Government Solutions, Inc. July 2012 - Present
Most Valuable Kids (MVK) May 2015 - August 2015
Cerulli Associates August 2011 - May 2012
Boston College Athletics, Office of External Operations September 2009 - May 2012
Learning to Learn September 2009 - May 2010
Skills
Community Outreach, Youth Development, Events Coordination, Event Management, Communication Skills, Interpersonal Skill, Team Leadership, Analytical Skills, Versatility, Microsoft Office, Teaching, Program Development, Advertising, Coordinating Events, Policy, Communication, Customer Service, Public Speaking, Microsoft Excel, Social Networking, PowerPoint, Event Planning, Microsoft Word
Education
Georgetown University 2013 — 2015
MPS, Sports Industry Management
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Howard High School 2004 — 2008
Washington Redskins June 2014 - Present
A+ Government Solutions, Inc. July 2012 - Present
Most Valuable Kids (MVK) May 2015 - August 2015
Cerulli Associates August 2011 - May 2012
Boston College Athletics, Office of External Operations September 2009 - May 2012
Learning to Learn September 2009 - May 2010
Skills
Community Outreach, Youth Development, Events Coordination, Event Management, Communication Skills, Interpersonal Skill, Team Leadership, Analytical Skills, Versatility, Microsoft Office, Teaching, Program Development, Advertising, Coordinating Events, Policy, Communication, Customer Service, Public Speaking, Microsoft Excel, Social Networking, PowerPoint, Event Planning, Microsoft Word
Education
Georgetown University 2013 — 2015
MPS, Sports Industry Management
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Howard High School 2004 — 2008
Steve Delano Steve Delano's Cerulli Associates Experience November 2008 - October 2009
Job Operations and Logistics Consulting Professional
Industry Management Consulting
Experience
Maine Pointe October 2013 - Present
Maine Pointe October 2011 - October 2013
Maine Pointe November 2009 - November 2011
Cerulli Associates November 2008 - October 2009
Atlantic Financial Inc. April 2008 - October 2008
Grant Thornton August 2007 - April 2008
Atlantic Financial 2004 - 2006
Skills
Management Consulting, Financial Analysis, Business Process..., Business Planning, Microsoft Excel, Analytics, Forecasting, Business Development, Market Research, Competitive Analysis, Financial Modeling, Analysis, Business Analysis, Relationship Management, Private Equity, Transport Economics, New Business Development, Consulting, Sales, Acquisition Integration, Program Management, Financial Reporting, Business Strategy, Procurement, Marketing, Budgets, Marketing Strategy, Contract Negotiation, Business Process, Economics, Cross-functional Team..., Management, Strategic Planning, Entrepreneurship, Data Analysis, Leadership, Internal Controls, Risk Management, Business Transformation, Finance, Operations Management, Auditing, Logistics, Supply Chain, Retail, Social Media, Change Management, Executive Management, Supply Chain Management, Strategy
Education
Bentley University 2003 — 2007
Bachelor's of Science, Managerial Econcomics with a concentration in accounting
RMIT University 2005 — 2005
Economics
Duxbury High School 1999 — 2003
Maine Pointe October 2013 - Present
Maine Pointe October 2011 - October 2013
Maine Pointe November 2009 - November 2011
Cerulli Associates November 2008 - October 2009
Atlantic Financial Inc. April 2008 - October 2008
Grant Thornton August 2007 - April 2008
Atlantic Financial 2004 - 2006
Skills
Management Consulting, Financial Analysis, Business Process..., Business Planning, Microsoft Excel, Analytics, Forecasting, Business Development, Market Research, Competitive Analysis, Financial Modeling, Analysis, Business Analysis, Relationship Management, Private Equity, Transport Economics, New Business Development, Consulting, Sales, Acquisition Integration, Program Management, Financial Reporting, Business Strategy, Procurement, Marketing, Budgets, Marketing Strategy, Contract Negotiation, Business Process, Economics, Cross-functional Team..., Management, Strategic Planning, Entrepreneurship, Data Analysis, Leadership, Internal Controls, Risk Management, Business Transformation, Finance, Operations Management, Auditing, Logistics, Supply Chain, Retail, Social Media, Change Management, Executive Management, Supply Chain Management, Strategy
Education
Bentley University 2003 — 2007
Bachelor's of Science, Managerial Econcomics with a concentration in accounting
RMIT University 2005 — 2005
Economics
Duxbury High School 1999 — 2003
Roger Stamper Roger Stamper's Cerulli Associates Experience January 2011 - September 2015
Job Associate Director of Research at FUSE Research Network
Industry Financial Services
Experience
FUSE Research Network September 2015 - Present
Cerulli Associates January 2011 - September 2015
Verbatim Advisory Group June 2007 - December 2010
Bank of New York Mellon October 2006 - February 2007
Commonfund September 2005 - May 2006
Merrill Lynch June 2005 - September 2005
Skills
Market Research, Bloomberg, Alternative Investments, Investments, Wealth Management, Analysis, Consumer Insight, Equities, Mutual Funds, Hedge Funds, Fixed Income, Retail Sales Analysis, SPSS, Trading, Investment Strategies, Investor Behavior, English, Microsoft Excel, IBM SPSS, Strategic..., Asset Management
Education
Sacred Heart University 2002 — 2006
B.A., Dual Major: Finance and Economics
Waltham High School 1998 — 2002
FUSE Research Network September 2015 - Present
Cerulli Associates January 2011 - September 2015
Verbatim Advisory Group June 2007 - December 2010
Bank of New York Mellon October 2006 - February 2007
Commonfund September 2005 - May 2006
Merrill Lynch June 2005 - September 2005
Skills
Market Research, Bloomberg, Alternative Investments, Investments, Wealth Management, Analysis, Consumer Insight, Equities, Mutual Funds, Hedge Funds, Fixed Income, Retail Sales Analysis, SPSS, Trading, Investment Strategies, Investor Behavior, English, Microsoft Excel, IBM SPSS, Strategic..., Asset Management
Education
Sacred Heart University 2002 — 2006
B.A., Dual Major: Finance and Economics
Waltham High School 1998 — 2002
Gina Antenucci's Cerulli Associates Experience July 2008 - April 2009
Job Marketing Analyst/RFP Writer
Industry Marketing and Advertising
Experience
Natixis Global Asset Management July 2010 - Present
Cerulli Associates July 2008 - April 2009
Lee Munder Capital Group May 2006 - July 2008
Acadia Management Co., Inc April 2005 - May 2006
Mercedes Benz of September 2003 - April 2005
Boston Event Guide September 2003 - September 2004
Skills
Time Management, Attention To Detail, Organizing, Marketing, CRM, Press Releases, Public Relations, Advertising, Marketing Strategy, Event Planning, Management, Event Management, Training, Editing, Sales, PowerPoint
Education
Bentley University 2000 — 2004
B.S., Corporate Communications
Natixis Global Asset Management July 2010 - Present
Cerulli Associates July 2008 - April 2009
Lee Munder Capital Group May 2006 - July 2008
Acadia Management Co., Inc April 2005 - May 2006
Mercedes Benz of September 2003 - April 2005
Boston Event Guide September 2003 - September 2004
Skills
Time Management, Attention To Detail, Organizing, Marketing, CRM, Press Releases, Public Relations, Advertising, Marketing Strategy, Event Planning, Management, Event Management, Training, Editing, Sales, PowerPoint
Education
Bentley University 2000 — 2004
B.S., Corporate Communications
Glen Casey's Cerulli Associates Experience 1994 - 1997
Job Global Head of Products, Senior Vice President at American Century Investments
Industry Investment Management
Experience
American Century Investments July 2014 - Present
Goldman Sachs Asset Management February 1997 - July 2014
Cerulli Associates 1994 - 1997
Fidelity Investments 1986 - 1994
Skills
Hedge Funds, Alternative Investments, Equities, Mutual Funds, Fixed Income, Asset Management, Series 7, Investment Management, Asset Allocation, Capital Markets, Derivatives, Series 63, Investment Strategies, Private Equity, Structured Products, Portfolio Management, Investments, Emerging Markets, Investment Banking, Financial Services, Wealth Management
Education
Boston College 1989 — 1992
Master's degree, Finance, General
Bentley College 1982 — 1986
Bachelor's degree, Accounting
American Century Investments July 2014 - Present
Goldman Sachs Asset Management February 1997 - July 2014
Cerulli Associates 1994 - 1997
Fidelity Investments 1986 - 1994
Skills
Hedge Funds, Alternative Investments, Equities, Mutual Funds, Fixed Income, Asset Management, Series 7, Investment Management, Asset Allocation, Capital Markets, Derivatives, Series 63, Investment Strategies, Private Equity, Structured Products, Portfolio Management, Investments, Emerging Markets, Investment Banking, Financial Services, Wealth Management
Education
Boston College 1989 — 1992
Master's degree, Finance, General
Bentley College 1982 — 1986
Bachelor's degree, Accounting
Karina Rousseau's Cerulli Associates Experience July 2007 - May 2010
Job Product Marketing Director, Securities Finance & Collateral at SunGard
Industry Financial Services
Experience
SunGard April 2014 - Present
Omgeo June 2011 - April 2014
TechTarget May 2010 - June 2011
Cerulli Associates July 2007 - May 2010
John Hancock January 2007 - May 2007
Property & Portfolio Research June 2006 - December 2006
Skills
Salesforce.com, Social Media, B2B Marketing, Account Management, Microsoft Office, Sales, Relationship Management, PowerPoint, Project Management, Microsoft Excel, Analytics, New Business Development, Strategic Planning, Research, B2B, Event Planning, Partnership Marketing, Cross Functional..., Outstanding..., Competitive Analysis
Education
Bryant University 2003 — 2007
BSBA, Marketing
SunGard April 2014 - Present
Omgeo June 2011 - April 2014
TechTarget May 2010 - June 2011
Cerulli Associates July 2007 - May 2010
John Hancock January 2007 - May 2007
Property & Portfolio Research June 2006 - December 2006
Skills
Salesforce.com, Social Media, B2B Marketing, Account Management, Microsoft Office, Sales, Relationship Management, PowerPoint, Project Management, Microsoft Excel, Analytics, New Business Development, Strategic Planning, Research, B2B, Event Planning, Partnership Marketing, Cross Functional..., Outstanding..., Competitive Analysis
Education
Bryant University 2003 — 2007
BSBA, Marketing
Phillip Silitschanu's Cerulli Associates Experience August 2004 - December 2006
Job Consultant
Industry Capital Markets
Experience
Consultant December 2009 - Present
York Terrace Trustees January 2010 - August 2012
Aite Group January 2007 - December 2009
Cerulli Associates August 2004 - December 2006
Brown Brothers Harriman February 2001 - August 2004
State Street June 1999 - February 2001
Skills
Corporate Actions, Consulting, Management Consulting, Market Research, Global Business..., Editing, Thought Leadership, Capital Markets, Analysis, Mutual Funds, Asset Managment, Investments, Equities, Financial Markets, Management, Financial Services, Back Office, Risk Management, Fixed Income, Business Analysis, Asset Management, Hedge Funds, Investment Banking, Securities, Banking, Portfolio Management, FX Options, Valuation, Relationship Management, Investment Management, Options, Derivatives, Bonds, Finance, Financial Risk, Trading, Alternative Investments, Trading Systems, Commodity, Equity Derivatives, Emerging Markets, Electronic Trading, Financial Modeling, Bloomberg, Economics, Private Equity, Corporate Finance, Equity Research, ETFs, Foreign Exchange
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.), Law, 3.20
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Entrepreneurship
Boston University Questrom School of Business 1994 — 1998
BS, Finance
Pine Crest Preparatory School 1991 — 1994
H.S. Diploma
Consultant December 2009 - Present
York Terrace Trustees January 2010 - August 2012
Aite Group January 2007 - December 2009
Cerulli Associates August 2004 - December 2006
Brown Brothers Harriman February 2001 - August 2004
State Street June 1999 - February 2001
Skills
Corporate Actions, Consulting, Management Consulting, Market Research, Global Business..., Editing, Thought Leadership, Capital Markets, Analysis, Mutual Funds, Asset Managment, Investments, Equities, Financial Markets, Management, Financial Services, Back Office, Risk Management, Fixed Income, Business Analysis, Asset Management, Hedge Funds, Investment Banking, Securities, Banking, Portfolio Management, FX Options, Valuation, Relationship Management, Investment Management, Options, Derivatives, Bonds, Finance, Financial Risk, Trading, Alternative Investments, Trading Systems, Commodity, Equity Derivatives, Emerging Markets, Electronic Trading, Financial Modeling, Bloomberg, Economics, Private Equity, Corporate Finance, Equity Research, ETFs, Foreign Exchange
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.), Law, 3.20
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Entrepreneurship
Boston University Questrom School of Business 1994 — 1998
BS, Finance
Pine Crest Preparatory School 1991 — 1994
H.S. Diploma
Paul A. Fullerton's Cerulli Associates Experience 2000 - 2006
Job Managing Director, Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
PCA Retirement & Benefits, Inc. June 2008 - Present
Founders Advisory August 2008 - January 2015
McKinsey & Company September 2006 - August 2008
Cerulli Associates 2000 - 2006
INVESCO January 1999 - July 2000
Astrop Advisory June 1995 - January 1999
Skills
Asset Management, Wealth Management, Business Strategy, Strategic Planning, New Business Development, Strategy Development, Management Consulting, Private Wealth..., Pensions, Asset Managment, Wealth Management..., Strategy, Hedge Funds, Alternative Investments, Investments, Mutual Funds, Strategic Financial..., Financial Services, Financial Advisory, Securities, Retirement, CRM, Executive Management, Portfolio Management, Trading, Investment Strategies, Investment Advisory, Financial Planning
Education
Ohio University 1991 — 1995
B.A., Finance
Pécsi Tudományegyetem 1993 — 1993
International Business
Charles Schwab January 2015 - Present
PCA Retirement & Benefits, Inc. June 2008 - Present
Founders Advisory August 2008 - January 2015
McKinsey & Company September 2006 - August 2008
Cerulli Associates 2000 - 2006
INVESCO January 1999 - July 2000
Astrop Advisory June 1995 - January 1999
Skills
Asset Management, Wealth Management, Business Strategy, Strategic Planning, New Business Development, Strategy Development, Management Consulting, Private Wealth..., Pensions, Asset Managment, Wealth Management..., Strategy, Hedge Funds, Alternative Investments, Investments, Mutual Funds, Strategic Financial..., Financial Services, Financial Advisory, Securities, Retirement, CRM, Executive Management, Portfolio Management, Trading, Investment Strategies, Investment Advisory, Financial Planning
Education
Ohio University 1991 — 1995
B.A., Finance
Pécsi Tudományegyetem 1993 — 1993
International Business
Tom Modestino's Cerulli Associates Experience February 2006 - November 2012
Job Director of Retirement Research Ignites Research at Money Media a Financial Times company
Industry Financial Services
Experience
Ignites Research, a service of the Financial Times November 2012 - Present
Cerulli Associates February 2006 - November 2012
New York Life Investment Management LLC May 2003 - January 2006
Manulife Financial April 2001 - May 2003
New York Life Investment Management LLC October 1999 - April 2001
Sun Life Financial December 1992 - October 1999
camp bournedale 1988 - 1992
Skills
Mutual Funds, Retirement, Asset Allocation, Series 7, Wealth Management, Pensions, Series 63, Investments, 401k, Asset Managment, Relationship Management, Retirement Planning, Financial Services, Investment Strategies, Alternative Investments, Data Analysis, Report Writing, Qualitative Research, Quantitative Research, Retirement Income..., Equities, Asset Management, Securities, Investment Management
Education
Boston College 1988 — 1992
BA, Pre-Law Studies
Boston University 1997 — 2000
College of Financial Planning
Ignites Research, a service of the Financial Times November 2012 - Present
Cerulli Associates February 2006 - November 2012
New York Life Investment Management LLC May 2003 - January 2006
Manulife Financial April 2001 - May 2003
New York Life Investment Management LLC October 1999 - April 2001
Sun Life Financial December 1992 - October 1999
camp bournedale 1988 - 1992
Skills
Mutual Funds, Retirement, Asset Allocation, Series 7, Wealth Management, Pensions, Series 63, Investments, 401k, Asset Managment, Relationship Management, Retirement Planning, Financial Services, Investment Strategies, Alternative Investments, Data Analysis, Report Writing, Qualitative Research, Quantitative Research, Retirement Income..., Equities, Asset Management, Securities, Investment Management
Education
Boston College 1988 — 1992
BA, Pre-Law Studies
Boston University 1997 — 2000
College of Financial Planning
Alec Papazian Alec Papazian's Cerulli Associates Experience January 2013 - November 2013
Job Financial Services Professional
Industry Financial Services
Experience
John Hancock Financial Services November 2013 - Present
Cerulli Associates January 2013 - November 2013
Cerulli Associates June 2008 - December 2012
Natixis Global Asset Management September 2006 - June 2008
Armstrong, Fleming & Moore, Inc. 2004 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Managment, Investments, Wealth Management, Project Management, Business Strategy, Strategic Planning, Sales, Microsoft Excel, PowerPoint, Marketing Strategy, Microsoft Office, Equities, Asset Allocation, Investment Strategies, Financial Markets
Education
The George Washington University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
John Hancock Financial Services November 2013 - Present
Cerulli Associates January 2013 - November 2013
Cerulli Associates June 2008 - December 2012
Natixis Global Asset Management September 2006 - June 2008
Armstrong, Fleming & Moore, Inc. 2004 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Managment, Investments, Wealth Management, Project Management, Business Strategy, Strategic Planning, Sales, Microsoft Excel, PowerPoint, Marketing Strategy, Microsoft Office, Equities, Asset Allocation, Investment Strategies, Financial Markets
Education
The George Washington University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Andrew Masnyj Andrew Masnyj's Cerulli Associates Experience October 2014 - Present
Job Business Intelligence and Analytics | MBA Supply Chain Management | Creative Data Research Design
Industry Information Services
Experience
Cerulli Associates October 2014 - Present
DCAMM Division of Capital Asset Management and Maintenance January 2010 - June 2014
Suffolk University September 2012 - May 2014
Eagle Bank June 2003 - June 2012
BAC Gateway Project June 2011 - August 2011
Skills
Supply Chain Management, Business Intelligence, Tableau, Business Analytics, Data Analysis, Microsoft Excel, Data Mining, SAP ERP, SAP R/3, Revit, CAD, Python, Drawing, Illustrator, SketchUp, Sketching, PowerPoint, Architectural Drawings, Graphic Design, Microsoft Office, Photoshop, InDesign, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, Adobe Acrobat, Microsoft Word, Revit Architecture, AutoCAD Architecture, Rhino, Google Earth, Construction Drawings, Architectural..., Architectural Modeling, Technical Drawing, Construction Document..., Design Specifications, Stata, Microsoft Project, Mac OS X, SQL, Submittals, Analysis, Rendering, MicroStrategy Reporting, BEx Analyzer, RFP, Design Research, Project Planning, Project Management
Education
Suffolk University - Sawyer Business School 2012 — 2014
Master of Business Administration (M.B.A.), Supply Chain Management and Business Intelligence
Suffolk University
Boston Architectural College 2008 — 2011
Graduate Study towards Master of Architecture, Architecture
Boston University 2004 — 2008
Bachelor of Arts, Economics
Boston University 2004 — 2008
Bachelor of Arts, Architectural Studies
Cerulli Associates October 2014 - Present
DCAMM Division of Capital Asset Management and Maintenance January 2010 - June 2014
Suffolk University September 2012 - May 2014
Eagle Bank June 2003 - June 2012
BAC Gateway Project June 2011 - August 2011
Skills
Supply Chain Management, Business Intelligence, Tableau, Business Analytics, Data Analysis, Microsoft Excel, Data Mining, SAP ERP, SAP R/3, Revit, CAD, Python, Drawing, Illustrator, SketchUp, Sketching, PowerPoint, Architectural Drawings, Graphic Design, Microsoft Office, Photoshop, InDesign, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, Adobe Acrobat, Microsoft Word, Revit Architecture, AutoCAD Architecture, Rhino, Google Earth, Construction Drawings, Architectural..., Architectural Modeling, Technical Drawing, Construction Document..., Design Specifications, Stata, Microsoft Project, Mac OS X, SQL, Submittals, Analysis, Rendering, MicroStrategy Reporting, BEx Analyzer, RFP, Design Research, Project Planning, Project Management
Education
Suffolk University - Sawyer Business School 2012 — 2014
Master of Business Administration (M.B.A.), Supply Chain Management and Business Intelligence
Suffolk University
Boston Architectural College 2008 — 2011
Graduate Study towards Master of Architecture, Architecture
Boston University 2004 — 2008
Bachelor of Arts, Economics
Boston University 2004 — 2008
Bachelor of Arts, Architectural Studies
Shealyn Sullivan Shealyn Sullivan's Cerulli Associates Experience October 2000 - January 2002
Job
Industry Management Consulting
Experience
ReGroup, LLC September 2012 - Present
Shealyn McGuire Sullivan, Esq. June 2009 - Present
Navigant Consulting October 2005 - June 2009
Milestone International Asset Management May 2004 - October 2005
Shealyn McGuire, Esq. 2002 - 2005
Cerulli Associates October 2000 - January 2002
Congress Trust September 1999 - September 2000
Liberty Financial/Colonial Investments February 1997 - June 1998
State Street Bank and Trust Company September 1993 - June 1996
Skills
Risk Management, Asset Managment, Management Consulting, Investment Banking, Anti-corruption, Financial Services, Program Management, Consulting, Business Strategy, Asset Management, Private Equity, Securities, Internal Controls, Hedge Funds, Financial Advisory, Financial Risk, Investments
Education
Suffolk University Law School 1994 — 1998
JD
University of Notre Dame 1987 — 1991
BA
ReGroup, LLC September 2012 - Present
Shealyn McGuire Sullivan, Esq. June 2009 - Present
Navigant Consulting October 2005 - June 2009
Milestone International Asset Management May 2004 - October 2005
Shealyn McGuire, Esq. 2002 - 2005
Cerulli Associates October 2000 - January 2002
Congress Trust September 1999 - September 2000
Liberty Financial/Colonial Investments February 1997 - June 1998
State Street Bank and Trust Company September 1993 - June 1996
Skills
Risk Management, Asset Managment, Management Consulting, Investment Banking, Anti-corruption, Financial Services, Program Management, Consulting, Business Strategy, Asset Management, Private Equity, Securities, Internal Controls, Hedge Funds, Financial Advisory, Financial Risk, Investments
Education
Suffolk University Law School 1994 — 1998
JD
University of Notre Dame 1987 — 1991
BA
Luis Fleites Luis Fleites's Cerulli Associates Experience 2001 - 2005
Job Manager Institutional Thought Leadership at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Sodego Research & Consulting LLC July 2010 - January 2014
Financial Research Corporation (FRC) 2006 - May 2010
Spring Consulting Group, LLC January 2006 - October 2006
Cerulli Associates 2001 - 2005
Skills
Competitive Intelligence, Market Research, Strategy, Analysis, Morningstar, Marketing Strategy, Financial Services, Leadership, Management, Consulting, Investments, Asset Management, Retirement, Portfolio Management, Retirement Planning, Alternative Investments
Education
Boston University Questrom School of Business 1997 — 2000
MBA, Finance
The College of William and Mary 1991 — 1995
Bachelor of Arts, International Relations
Hingham High School 1987 — 1991
TIAA-CREF January 2014 - Present
Sodego Research & Consulting LLC July 2010 - January 2014
Financial Research Corporation (FRC) 2006 - May 2010
Spring Consulting Group, LLC January 2006 - October 2006
Cerulli Associates 2001 - 2005
Skills
Competitive Intelligence, Market Research, Strategy, Analysis, Morningstar, Marketing Strategy, Financial Services, Leadership, Management, Consulting, Investments, Asset Management, Retirement, Portfolio Management, Retirement Planning, Alternative Investments
Education
Boston University Questrom School of Business 1997 — 2000
MBA, Finance
The College of William and Mary 1991 — 1995
Bachelor of Arts, International Relations
Hingham High School 1987 — 1991
Jeff Benjamin's Cerulli Associates Experience February 1998 - March 2000
Job senior editor at Investment News
Industry Financial Services
Experience
Investment News March 2000 - Present
Crain 2000 - Present
Cerulli Associates February 1998 - March 2000
Dow Jones July 1996 - February 1998
Education
Central Michigan University 1982 — 1986
BA, journalism
Investment News March 2000 - Present
Crain 2000 - Present
Cerulli Associates February 1998 - March 2000
Dow Jones July 1996 - February 1998
Education
Central Michigan University 1982 — 1986
BA, journalism
Eric Wojnarowski's Cerulli Associates Experience July 2014 - Present
Job Design Associate at Cerulli Associates
Industry Graphic Design
Experience
Cerulli Associates July 2014 - Present
Baxter International Inc. August 2013 - May 2014
YMCA of Metropolitan Chicago June 2013 - May 2014
US Navy July 2003 - July 2008
Skills
Graphic Design, InDesign, Illustrator, Adobe Creative Suite, Mac, PC, Microsoft Office, Final Cut Pro, Leadership, Screen Printing, Advertising, Social Networking, PowerPoint, Blogging, Social Media, Photoshop, Marketing, Layout, Typography
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Graphic Design, 3.8/4.0
College of DuPage 2009 — 2010
Associate's degree, General Studies, 3.8/4.0 GPA
Hinsdale Central High School 1999 — 2003
Diploma, High School
Cerulli Associates July 2014 - Present
Baxter International Inc. August 2013 - May 2014
YMCA of Metropolitan Chicago June 2013 - May 2014
US Navy July 2003 - July 2008
Skills
Graphic Design, InDesign, Illustrator, Adobe Creative Suite, Mac, PC, Microsoft Office, Final Cut Pro, Leadership, Screen Printing, Advertising, Social Networking, PowerPoint, Blogging, Social Media, Photoshop, Marketing, Layout, Typography
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Graphic Design, 3.8/4.0
College of DuPage 2009 — 2010
Associate's degree, General Studies, 3.8/4.0 GPA
Hinsdale Central High School 1999 — 2003
Diploma, High School
Lynne Goldman Lynne Goldman's Cerulli Associates Experience 1994 - 1995
Job Executive Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments 2001 - 2012
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
Cerulli Associates 1994 - 1995
Allmerica Financial / 440 Financial 1992 - 1994
Allmerica Financial 1992 - 1994
Fidelity Investments 1986 - 1992
Fidelity Investments 1986 - 1992
Education
Michigan State University 1978 — 1982
B.A., Business Administration
Fidelity Investments June 2012 - Present
Fidelity Investments 2001 - 2012
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
Cerulli Associates 1994 - 1995
Allmerica Financial / 440 Financial 1992 - 1994
Allmerica Financial 1992 - 1994
Fidelity Investments 1986 - 1992
Fidelity Investments 1986 - 1992
Education
Michigan State University 1978 — 1982
B.A., Business Administration
Miles Ransom's Cerulli Associates Experience August 2015 - Present
Job Associate Analyst Institutional Asset Management at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates August 2015 - Present
GE Capital June 2014 - August 2014
GE Capital January 2014 - January 2014
WallachBeth Capital May 2013 - August 2013
Magallan Tennis Academy June 2010 - January 2013
First Serve of the Palm Beaches October 2009 - June 2010
Skills
Management, Financial Analysis, Data Analysis, Economics, Bloomberg Terminal, Private Equity, FX Hedging, Financial Modeling, Statistical Modeling, Economic Research, Securities, Strategic Partnerships, Business Strategy, R, Organizational Behavior, Cost of Funds...
Education
Skidmore College 2011 — 2015
Bachelor of Science (B.S.), Management & Business, Economics
Universitat Pompeu Fabra 2014 — 2014
International Business
Kaplan College Preparatory School 2006 — 2011
High School Diploma, 3.96 un-weighted/ 4.4 weighted GPA
Cerulli Associates August 2015 - Present
GE Capital June 2014 - August 2014
GE Capital January 2014 - January 2014
WallachBeth Capital May 2013 - August 2013
Magallan Tennis Academy June 2010 - January 2013
First Serve of the Palm Beaches October 2009 - June 2010
Skills
Management, Financial Analysis, Data Analysis, Economics, Bloomberg Terminal, Private Equity, FX Hedging, Financial Modeling, Statistical Modeling, Economic Research, Securities, Strategic Partnerships, Business Strategy, R, Organizational Behavior, Cost of Funds...
Education
Skidmore College 2011 — 2015
Bachelor of Science (B.S.), Management & Business, Economics
Universitat Pompeu Fabra 2014 — 2014
International Business
Kaplan College Preparatory School 2006 — 2011
High School Diploma, 3.96 un-weighted/ 4.4 weighted GPA
Kenton Shirk Kenton Shirk's Cerulli Associates Experience November 2013 - Present
Job Associate Director at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates November 2013 - Present
Commonwealth Financial Network April 2004 - November 2013
BDC Financial July 2000 - August 2003
Education
Babson College
Master of Business Administration (M.B.A.), Magna Cum Laude
Drexel University
Bachelor of Science (B.S.), General Studies with a minor in Business Administration
Cerulli Associates November 2013 - Present
Commonwealth Financial Network April 2004 - November 2013
BDC Financial July 2000 - August 2003
Education
Babson College
Master of Business Administration (M.B.A.), Magna Cum Laude
Drexel University
Bachelor of Science (B.S.), General Studies with a minor in Business Administration
Tom O'Shea CFA's Cerulli Associates Experience May 2014 - Present
Job Financial Services Executive
Industry Financial Services
Experience
Cerulli Associates May 2014 - Present
Fidelity Investments August 2010 - March 2013
Fidelity Investments June 1996 - March 2009
T.H. O'Shea & Co. 1995 - 1996
H.C. Wainwright & Co. 1993 - 1995
Lotus Development Corporation 1988 - 1993
Funk Software 1987 - 1988
Skills
Strategy, Product Management, Business Development, Investments, Leadership, Management, Asset Allocation, Marketing, Team Leadership, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
MBA
Harvard University 1979 — 1983
B.A. Cum Laude in General Studies
St. John's Preparatory School 1975 — 1979
Cerulli Associates May 2014 - Present
Fidelity Investments August 2010 - March 2013
Fidelity Investments June 1996 - March 2009
T.H. O'Shea & Co. 1995 - 1996
H.C. Wainwright & Co. 1993 - 1995
Lotus Development Corporation 1988 - 1993
Funk Software 1987 - 1988
Skills
Strategy, Product Management, Business Development, Investments, Leadership, Management, Asset Allocation, Marketing, Team Leadership, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
MBA
Harvard University 1979 — 1983
B.A. Cum Laude in General Studies
St. John's Preparatory School 1975 — 1979
Kris Hart Kris Hart's Cerulli Associates Experience October 2010 - July 2012
Job CEO at Nextgengolf, Inc
Industry Sports
Experience
Nextgengolf, Inc January 2014 - Present
National Collegiate Club Golf Association January 2013 - Present
The CollegeGolfPass January 2011 - January 2014
Cerulli Associates October 2010 - July 2012
Morgan Stanley Smith Barney July 2008 - October 2010
Morgan Stanley June 2006 - July 2008
Skills
Entrepreneurial Skills, Organizing, Sales Process, Client Retention, Sales Growth, Golf, Personal Finance, Asset Managment, Investments, Entrepreneurship, Alternative Investments, Financial Services, Marketing Strategy, Financial Analysis, Asset Allocation, Relationship Management, Mutual Funds, Finance, Securities, Portfolio Management, Marketing, Customer Retention, Equities, Retirement Planning
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services - Magna Cum Laude
Nextgengolf, Inc January 2014 - Present
National Collegiate Club Golf Association January 2013 - Present
The CollegeGolfPass January 2011 - January 2014
Cerulli Associates October 2010 - July 2012
Morgan Stanley Smith Barney July 2008 - October 2010
Morgan Stanley June 2006 - July 2008
Skills
Entrepreneurial Skills, Organizing, Sales Process, Client Retention, Sales Growth, Golf, Personal Finance, Asset Managment, Investments, Entrepreneurship, Alternative Investments, Financial Services, Marketing Strategy, Financial Analysis, Asset Allocation, Relationship Management, Mutual Funds, Finance, Securities, Portfolio Management, Marketing, Customer Retention, Equities, Retirement Planning
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services - Magna Cum Laude
Alexi Maravel Alexi Maravel's Cerulli Associates Experience September 2013 - Present
Job Associate Director, Institutional Practice at Cerulli Associates
Industry Research
Experience
Cerulli Associates September 2013 - Present
Fidelity Investments July 2012 - August 2013
Sun Life Financial December 2009 - July 2012
Fidelity Investments October 2006 - December 2009
Capital Guardian Trust Company February 2000 - September 2006
Putnam Investments April 1994 - January 2000
Skills
Corporate Communications, Marketing Communications, Public Relations, Financial Markets, Media Relations, Management, Strategic Communications, Thought Leadership, Institutional Marketing, Asset Management, Content Strategy, Public Speaking, Crisis Communications, Leadership, Investor Relations, Strategy, Communications Planning, Speech Writing, Communication Training, Marketing, Editing, Market Research, Institutional..., Copywriting, Internal Communications
Education
Northeastern University 1989 — 1993
BA, Journalism
Ridgewood (NJ) High School 1986 — 1989
Cerulli Associates September 2013 - Present
Fidelity Investments July 2012 - August 2013
Sun Life Financial December 2009 - July 2012
Fidelity Investments October 2006 - December 2009
Capital Guardian Trust Company February 2000 - September 2006
Putnam Investments April 1994 - January 2000
Skills
Corporate Communications, Marketing Communications, Public Relations, Financial Markets, Media Relations, Management, Strategic Communications, Thought Leadership, Institutional Marketing, Asset Management, Content Strategy, Public Speaking, Crisis Communications, Leadership, Investor Relations, Strategy, Communications Planning, Speech Writing, Communication Training, Marketing, Editing, Market Research, Institutional..., Copywriting, Internal Communications
Education
Northeastern University 1989 — 1993
BA, Journalism
Ridgewood (NJ) High School 1986 — 1989
Jeff Strange, CAIA Jeff Strange, CAIA's Cerulli Associates Experience October 2004 - August 2011
Job Director of Research at kasina
Industry Financial Services
Experience
kasina March 2014 - Present
Cole Capital September 2011 - February 2014
Cerulli Associates October 2004 - August 2011
State Street Research & Management January 2004 - October 2004
FleetBoston Financial September 1998 - December 2003
Skills
Strategy, Market Research, Asset Managment, Mutual Funds, Alternative Investments, Product Management, Asset Management, Investments, Analysis, Hedge Funds, Portfolio Management, Strategic Planning, Investment Strategies, Management, Financial Modeling, Wealth Management, Financial Advisory, Fixed Income, Equities, Financial Services, Asset Allocation, Investment Management, Competitive Analysis
Education
Georgetown University 1993 — 1997
BSBA, Finance
Brophy College Prep 1989 — 1993
kasina March 2014 - Present
Cole Capital September 2011 - February 2014
Cerulli Associates October 2004 - August 2011
State Street Research & Management January 2004 - October 2004
FleetBoston Financial September 1998 - December 2003
Skills
Strategy, Market Research, Asset Managment, Mutual Funds, Alternative Investments, Product Management, Asset Management, Investments, Analysis, Hedge Funds, Portfolio Management, Strategic Planning, Investment Strategies, Management, Financial Modeling, Wealth Management, Financial Advisory, Fixed Income, Equities, Financial Services, Asset Allocation, Investment Management, Competitive Analysis
Education
Georgetown University 1993 — 1997
BSBA, Finance
Brophy College Prep 1989 — 1993
Daniel Devoe Daniel Devoe's Cerulli Associates Experience April 2005 - August 2007
Job CoFounder & Director of Marketing at Legal Hero, Inc.
Industry Law Practice
Experience
Legal Hero, Inc. August 2014 - Present
Drizly August 2013 - June 2014
Freight Farms June 2013 - August 2013
Startup Institute March 2013 - May 2013
Ropes & Gray LLP September 2011 - March 2013
Office of Consumer Affairs and Business Regulation September 2010 - August 2011
Boston University School of Law 2009 - 2010
WilmerHale Legal Services Center May 2008 - August 2008
Cerulli Associates April 2005 - August 2007
Skills
Legal Writing, Legal Research, Corporate Law, Litigation, Securities Regulation, Dispute Resolution, Immigration Law, Trademarks, Securities, Hearings, Westlaw, Research, Intellectual Property, Civil Litigation, Commercial Litigation
Education
Boston University School of Law 2008 — 2010
Doctor of Law (JD), Law
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Science (B.S.), Hospitality Administration/Management
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts (B.A.), Economics
St. John's Prep 1995 — 1999
Legal Hero, Inc. August 2014 - Present
Drizly August 2013 - June 2014
Freight Farms June 2013 - August 2013
Startup Institute March 2013 - May 2013
Ropes & Gray LLP September 2011 - March 2013
Office of Consumer Affairs and Business Regulation September 2010 - August 2011
Boston University School of Law 2009 - 2010
WilmerHale Legal Services Center May 2008 - August 2008
Cerulli Associates April 2005 - August 2007
Skills
Legal Writing, Legal Research, Corporate Law, Litigation, Securities Regulation, Dispute Resolution, Immigration Law, Trademarks, Securities, Hearings, Westlaw, Research, Intellectual Property, Civil Litigation, Commercial Litigation
Education
Boston University School of Law 2008 — 2010
Doctor of Law (JD), Law
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Science (B.S.), Hospitality Administration/Management
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts (B.A.), Economics
St. John's Prep 1995 — 1999
Carol Grabowski Carol Grabowski's Cerulli Associates Experience September 2012 - Present
Job Senior Editor, U.S. Cerulli Edge
Industry Financial Services
Experience
Cerulli Associates September 2012 - Present
S&P Capital IQ Financial Communications December 1999 - August 2012
Sharon Merrill Associates January 1996 - January 1999
Chipcom January 1993 - December 1995
Skills
Editorial, Project Management, Editing, Press Releases, Finance, Content Marketing, Marketing, Customer Communication, Internal Communications, Editorial Strategy, Financial Writing, Public Relations
Education
Providence College
B.A., Political Science
Simmons College - Simmons School of Management
M.B.A.
Cerulli Associates September 2012 - Present
S&P Capital IQ Financial Communications December 1999 - August 2012
Sharon Merrill Associates January 1996 - January 1999
Chipcom January 1993 - December 1995
Skills
Editorial, Project Management, Editing, Press Releases, Finance, Content Marketing, Marketing, Customer Communication, Internal Communications, Editorial Strategy, Financial Writing, Public Relations
Education
Providence College
B.A., Political Science
Simmons College - Simmons School of Management
M.B.A.
Philip Palanza's Cerulli Associates Experience August 2015 - Present
Job Analyst at Cerulli Associates
Industry Research
Experience
Cerulli Associates August 2015 - Present
Massachusetts House of Representatives October 2012 - July 2015
Investor Group Services September 2011 - October 2012
Small Business Benefits LLC May 2009 - September 2009
Skills
Microsoft Excel, PowerPoint, Research
Education
Boston College 2015 — 2016
Master of Science (M.S.), Applied Economics
Wake Forest University 2006 — 2011
B.A., Economics
Wake Forest University 2006 — 2011
B.A., French Studies
Thayer Academy 2002 — 2006
Cerulli Associates August 2015 - Present
Massachusetts House of Representatives October 2012 - July 2015
Investor Group Services September 2011 - October 2012
Small Business Benefits LLC May 2009 - September 2009
Skills
Microsoft Excel, PowerPoint, Research
Education
Boston College 2015 — 2016
Master of Science (M.S.), Applied Economics
Wake Forest University 2006 — 2011
B.A., Economics
Wake Forest University 2006 — 2011
B.A., French Studies
Thayer Academy 2002 — 2006
Lisa Campisi Lisa Campisi's Cerulli Associates Experience June 2004 - April 2005
Job Director of Communications Shields Health Care Group
Industry Hospital & Health Care
Experience
Shields Health Care Group April 2010 - Present
Kelley Habib John Brand & Beyond June 2006 - April 2010
Mercer HR Services April 2005 - June 2006
Cerulli Associates June 2004 - April 2005
Skills
Integrated Marketing, Advertising, Social Media, Strategic Planning, Marketing Strategy, Marketing Communications, Email Marketing, Event Planning, Market Research, Healthcare, Marketing, Direct Mail, Project Management, Public Relations, Copywriting, Digital Marketing, Social Media Marketing, Corporate Communications, Sales, Internal Communications, Leadership, Strategic Communications
Education
Merrimack College 1998 — 2002
Bachelor of Arts (BA), Communications & English
Shields Health Care Group April 2010 - Present
Kelley Habib John Brand & Beyond June 2006 - April 2010
Mercer HR Services April 2005 - June 2006
Cerulli Associates June 2004 - April 2005
Skills
Integrated Marketing, Advertising, Social Media, Strategic Planning, Marketing Strategy, Marketing Communications, Email Marketing, Event Planning, Market Research, Healthcare, Marketing, Direct Mail, Project Management, Public Relations, Copywriting, Digital Marketing, Social Media Marketing, Corporate Communications, Sales, Internal Communications, Leadership, Strategic Communications
Education
Merrimack College 1998 — 2002
Bachelor of Arts (BA), Communications & English
Julia Moradian Julia Moradian's Cerulli Associates Experience April 2014 - August 2014
Job Research Intern at Boston Children's Hospital
Industry
Experience
Dana-Farber Cancer Institute September 2015 - Present
Tufts University September 2014 - Present
Tufts University Department of Biology August 2014 - Present
Boston Children's Hospital November 2014 - August 2015
Cerulli Associates April 2014 - August 2014
Childrens Hospital Oakland Research Institute June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Matlab, PowerPoint, Social Media, Public Speaking, Research, Data Analysis
Education
Tufts University 2012 — 2016
Bachelor of Science (B.S.), Biology, General
The College Preparatory School 2008 — 2012
Dana-Farber Cancer Institute September 2015 - Present
Tufts University September 2014 - Present
Tufts University Department of Biology August 2014 - Present
Boston Children's Hospital November 2014 - August 2015
Cerulli Associates April 2014 - August 2014
Childrens Hospital Oakland Research Institute June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Matlab, PowerPoint, Social Media, Public Speaking, Research, Data Analysis
Education
Tufts University 2012 — 2016
Bachelor of Science (B.S.), Biology, General
The College Preparatory School 2008 — 2012
Ashley McKinney's Cerulli Associates Experience July 2008 - Present
Job Senior Designer & Marketing Project Manager
Industry Financial Services
Experience
Cerulli Associates July 2008 - Present
Cerulli Associates July 2008 - December 2011
Skills
Graphic Design, Layout, Email Marketing, Product Marketing, Marketing Strategy, Logo Design, Copy Editing, Process Management, Project Management, Marketing, Analysis, Website Development, Social Media Marketing, Editorial, Digital Photography, Photography, Web Design
Education
Merrimack College 2003 — 2007
Bachelors Degree in Digital Media Art, Graphic Arts
Lorenzo de'Medici 2006 — 2006
Visual Arts
Cerulli Associates July 2008 - Present
Cerulli Associates July 2008 - December 2011
Skills
Graphic Design, Layout, Email Marketing, Product Marketing, Marketing Strategy, Logo Design, Copy Editing, Process Management, Project Management, Marketing, Analysis, Website Development, Social Media Marketing, Editorial, Digital Photography, Photography, Web Design
Education
Merrimack College 2003 — 2007
Bachelors Degree in Digital Media Art, Graphic Arts
Lorenzo de'Medici 2006 — 2006
Visual Arts
Dan Roberts's Cerulli Associates Experience March 2013 - March 2014
Job Marketing Technology Consultant
Industry Information Technology and Services
Experience
Radius Intelligence March 2015 - Present
Fuze, Inc. October 2014 - February 2015
Fuze, Inc. June 2014 - October 2014
Fuze, Inc. March 2014 - May 2014
Cerulli Associates March 2013 - March 2014
Cerulli Associates August 2012 - April 2013
State Street June 2011 - August 2012
Skills
SaaS, Salesforce.com, Software Sales, Collaborative Solutions, Analysis, Economics, Account Management, Microsoft Excel, PowerPoint, Data Analysis, Fixed Income, Microsoft Office, Mutual Funds, Financial Analysis, Bloomberg, Equities, Microsoft Word, Tableau, SIMFUND, Bloomberg Terminal, Money Market Directories, Investments, Qualtrics, eVestment, Morningstar Direct, Asset Management, Strategic Planning
Education
Hamilton College 2007 — 2011
Bachelor of Arts, Economics, Creative Writing
St. Mark's School 2004 — 2007
Radius Intelligence March 2015 - Present
Fuze, Inc. October 2014 - February 2015
Fuze, Inc. June 2014 - October 2014
Fuze, Inc. March 2014 - May 2014
Cerulli Associates March 2013 - March 2014
Cerulli Associates August 2012 - April 2013
State Street June 2011 - August 2012
Skills
SaaS, Salesforce.com, Software Sales, Collaborative Solutions, Analysis, Economics, Account Management, Microsoft Excel, PowerPoint, Data Analysis, Fixed Income, Microsoft Office, Mutual Funds, Financial Analysis, Bloomberg, Equities, Microsoft Word, Tableau, SIMFUND, Bloomberg Terminal, Money Market Directories, Investments, Qualtrics, eVestment, Morningstar Direct, Asset Management, Strategic Planning
Education
Hamilton College 2007 — 2011
Bachelor of Arts, Economics, Creative Writing
St. Mark's School 2004 — 2007
Cindy Saccocia's Cerulli Associates Experience April 2001 - December 2002
Job Business Development Executive
Industry Information Technology and Services
Experience
Avanade February 2015 - Present
Milliman April 2014 - January 2015
Microsoft April 2011 - March 2014
Microsoft December 2006 - April 2011
TowerGroup December 2002 - December 2006
Cerulli Associates April 2001 - December 2002
Putnam Investments October 1999 - April 2001
SunLife Financial October 1990 - October 1999
Skills
Enterprise Software, SaaS, IT Strategy, Financial Services, Business Intelligence, Business Alliances, Strategic Partnerships, Strategy, Solution Selling, Business Development, Management, Cloud Computing, Product Marketing, CRM, Leadership, Executive Management
Education
Boston University - School of Management
Bachelor of Business Administration (B.B.A.), Marketing
Scituate High School
Avanade February 2015 - Present
Milliman April 2014 - January 2015
Microsoft April 2011 - March 2014
Microsoft December 2006 - April 2011
TowerGroup December 2002 - December 2006
Cerulli Associates April 2001 - December 2002
Putnam Investments October 1999 - April 2001
SunLife Financial October 1990 - October 1999
Skills
Enterprise Software, SaaS, IT Strategy, Financial Services, Business Intelligence, Business Alliances, Strategic Partnerships, Strategy, Solution Selling, Business Development, Management, Cloud Computing, Product Marketing, CRM, Leadership, Executive Management
Education
Boston University - School of Management
Bachelor of Business Administration (B.B.A.), Marketing
Scituate High School
Lindsey Holzer Lindsey Holzer's Cerulli Associates Experience May 2005 - August 2010
Job Senior Marketing Manager, LivingSocial
Industry Marketing and Advertising
Experience
LivingSocial February 2015 - Present
LivingSocial September 2013 - February 2015
Target July 2011 - August 2013
Target January 2011 - August 2011
Cerulli Associates May 2005 - August 2010
Cerulli Associates January 2008 - December 2009
Cerulli Associates May 2005 - December 2007
IXIS Asset Management June 2004 - May 2005
Skills
Email Marketing, Project Management, Marketing Strategy, Research, Press Releases, Social Media Marketing, Strategy, Social Media, Sales, Market Research, Marketing, Advertising, Marketing Communications
Education
Bucknell University 2000 — 2004
Bucknell University 2000 — 2004
Bachelor's degree, Economics
LivingSocial February 2015 - Present
LivingSocial September 2013 - February 2015
Target July 2011 - August 2013
Target January 2011 - August 2011
Cerulli Associates May 2005 - August 2010
Cerulli Associates January 2008 - December 2009
Cerulli Associates May 2005 - December 2007
IXIS Asset Management June 2004 - May 2005
Skills
Email Marketing, Project Management, Marketing Strategy, Research, Press Releases, Social Media Marketing, Strategy, Social Media, Sales, Market Research, Marketing, Advertising, Marketing Communications
Education
Bucknell University 2000 — 2004
Bucknell University 2000 — 2004
Bachelor's degree, Economics
Kyle Gray Kyle Gray's Cerulli Associates Experience March 2013 - September 2014
Job Sr Strategy Analyst, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Casey, Quirk & Associates September 2014 - May 2015
Cerulli Associates March 2013 - September 2014
Skills
Financial Modeling, VBA, Financial Analysis, Value Investing, Excel, SPSS, PowerPoint, Account Management, Word, Microsoft Excel, Microsoft Word, Forecasting, Valuation, Finance, Leadership, Analysis, Data Analysis, Market Research, Strategy, Investments, Business Development, Asset Management, Mutual Funds, Alternative Investments, Business Strategy
Education
Drew University 2007 — 2011
Bachelor of Arts (B.A.), Business
Vermont Law School 2010 — 2010
Summer Session, Business
Burr & Burton Academy
Fidelity Investments June 2015 - Present
Casey, Quirk & Associates September 2014 - May 2015
Cerulli Associates March 2013 - September 2014
Skills
Financial Modeling, VBA, Financial Analysis, Value Investing, Excel, SPSS, PowerPoint, Account Management, Word, Microsoft Excel, Microsoft Word, Forecasting, Valuation, Finance, Leadership, Analysis, Data Analysis, Market Research, Strategy, Investments, Business Development, Asset Management, Mutual Funds, Alternative Investments, Business Strategy
Education
Drew University 2007 — 2011
Bachelor of Arts (B.A.), Business
Vermont Law School 2010 — 2010
Summer Session, Business
Burr & Burton Academy
Rebecca Garber Rebecca Garber's Cerulli Associates Experience 2008 - 2010
Job Executive Assistant at HubSpot
Industry Internet
Experience
HubSpot March 2013 - Present
Westfield Capital Management June 2012 - March 2013
HubSpot January 2010 - June 2012
Cerulli Associates 2008 - 2010
Ipswich Country Club 2005 - 2007
Skills
Microsoft Word, Inbound Marketing, Web Content Management, Salesforce.com, Account Management, A/B testing, Website Development, Social Media Marketing, Email Marketing, Online Marketing, Lead Generation, PPC, SEO, SEM, Marketing, Web Analytics, Digital Marketing, Social Networking, Marketing Strategy, Online Advertising, Social Media, Analytics, Content Marketing, Marketing Automation
Education
Merrimack College 2003 — 2007
Bachelor's degree, Communication, General
HubSpot March 2013 - Present
Westfield Capital Management June 2012 - March 2013
HubSpot January 2010 - June 2012
Cerulli Associates 2008 - 2010
Ipswich Country Club 2005 - 2007
Skills
Microsoft Word, Inbound Marketing, Web Content Management, Salesforce.com, Account Management, A/B testing, Website Development, Social Media Marketing, Email Marketing, Online Marketing, Lead Generation, PPC, SEO, SEM, Marketing, Web Analytics, Digital Marketing, Social Networking, Marketing Strategy, Online Advertising, Social Media, Analytics, Content Marketing, Marketing Automation
Education
Merrimack College 2003 — 2007
Bachelor's degree, Communication, General
Bing Waldert Bing Waldert's Cerulli Associates Experience April 2006 - Present
Job Director at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates April 2006 - Present
Sun Life Financial 2003 - 2006
Education
College of the Holy Cross 1990 — 1994
BA, Classics and Economics
Cerulli Associates April 2006 - Present
Sun Life Financial 2003 - 2006
Education
College of the Holy Cross 1990 — 1994
BA, Classics and Economics
Brett Morse's Cerulli Associates Experience January 2015 - April 2015
Job Recruitment Consultant at Michael Page | (617) 8242654 | bmorse@michaelpage.us.com
Industry Financial Services
Experience
Michael Page July 2015 - Present
Cerulli Associates January 2015 - April 2015
Clark Capital Management Group August 2014 - November 2014
Natixis Global Asset Management July 2012 - July 2014
Vanguard May 2012 - July 2012
Vanguard September 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Clark Capital Management Group, Inc. June 2008 - August 2008
Seton Hall University May 2008 - June 2008
International Fight League March 2008 - May 2008
Skills
Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Series 7, Series 6, Microsoft Office, Sales, Public Speaking, Investor Relations, Marketing Strategy, Brand Management, Qualified Retirement..., Financial Services, Business Relationship..., Business Ethics, Equities, Investment Management, Asset Management, Problem Solving, Retirement Plan..., Rollovers, ETFs, Leadership, Options, Investments, Finance, Management
Education
Seton Hall University 2006 — 2010
Bachelor of Science, Business Administration (Concentration in Marketing & Management)
Minisink Valley HS 2002 — 2006
Michael Page July 2015 - Present
Cerulli Associates January 2015 - April 2015
Clark Capital Management Group August 2014 - November 2014
Natixis Global Asset Management July 2012 - July 2014
Vanguard May 2012 - July 2012
Vanguard September 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Clark Capital Management Group, Inc. June 2008 - August 2008
Seton Hall University May 2008 - June 2008
International Fight League March 2008 - May 2008
Skills
Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Series 7, Series 6, Microsoft Office, Sales, Public Speaking, Investor Relations, Marketing Strategy, Brand Management, Qualified Retirement..., Financial Services, Business Relationship..., Business Ethics, Equities, Investment Management, Asset Management, Problem Solving, Retirement Plan..., Rollovers, ETFs, Leadership, Options, Investments, Finance, Management
Education
Seton Hall University 2006 — 2010
Bachelor of Science, Business Administration (Concentration in Marketing & Management)
Minisink Valley HS 2002 — 2006
Christine Lindquist's Cerulli Associates Experience May 2012 - October 2013
Job Client Service Consultant 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo October 2014 - June 2015
Pioneer Investments July 2014 - October 2014
Pioneer Investments October 2013 - July 2014
Cerulli Associates May 2012 - October 2013
Suffolk University May 2012 - September 2012
Skills
Customer Service, Marketing, Social Media, Direct Mail, Social Media Marketing, Team Leadership, Collaboration, Highly Detailed, Management Consulting, Social Networking, Market Research, PowerPoint, Microsoft Excel, Research, Finance
Education
Suffolk University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Global Business and Entrepreneurship
Wells Fargo June 2015 - Present
Wells Fargo October 2014 - June 2015
Pioneer Investments July 2014 - October 2014
Pioneer Investments October 2013 - July 2014
Cerulli Associates May 2012 - October 2013
Suffolk University May 2012 - September 2012
Skills
Customer Service, Marketing, Social Media, Direct Mail, Social Media Marketing, Team Leadership, Collaboration, Highly Detailed, Management Consulting, Social Networking, Market Research, PowerPoint, Microsoft Excel, Research, Finance
Education
Suffolk University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Global Business and Entrepreneurship
Danielle Simeone's Cerulli Associates Experience May 2011 - May 2012
Job Associate at Sharon Merrill
Industry Marketing and Advertising
Experience
Sharon Merrill December 2013 - August 2014
Sharon Merrill September 2013 - November 2013
Dynamic Mobile Repair September 2005 - November 2013
NEHI (f/k/a The New England Healthcare Institute) October 2012 - April 2013
Cerulli Associates May 2011 - May 2012
Environmental Business Council of New England January 2011 - May 2011
Advanced Wash Solutions June 2010 - December 2010
Boston University Office of Financial Assistance September 2009 - December 2010
Skills
Social Media, Market Research, Event Planning, Strategic Communications, Marketing Communications, Internal Communications, Project Management, Strategic Planning, Quantitative Research, Qualitative Research, Healthcare, Investor Relations, Lifesciences, Marketing Strategy, Research, Market Analysis, Brand Development, Technical Writing, Office Administration, PowerPoint, Microsoft Excel
Education
Boston University 2009 — 2013
Bachelor's degree
The Newman School 2005 — 2009
High School Diploma, 2009
Sharon Merrill December 2013 - August 2014
Sharon Merrill September 2013 - November 2013
Dynamic Mobile Repair September 2005 - November 2013
NEHI (f/k/a The New England Healthcare Institute) October 2012 - April 2013
Cerulli Associates May 2011 - May 2012
Environmental Business Council of New England January 2011 - May 2011
Advanced Wash Solutions June 2010 - December 2010
Boston University Office of Financial Assistance September 2009 - December 2010
Skills
Social Media, Market Research, Event Planning, Strategic Communications, Marketing Communications, Internal Communications, Project Management, Strategic Planning, Quantitative Research, Qualitative Research, Healthcare, Investor Relations, Lifesciences, Marketing Strategy, Research, Market Analysis, Brand Development, Technical Writing, Office Administration, PowerPoint, Microsoft Excel
Education
Boston University 2009 — 2013
Bachelor's degree
The Newman School 2005 — 2009
High School Diploma, 2009
Alexandra Sorrentino Alexandra Sorrentino's Cerulli Associates Experience August 2014 - Present
Job Human Resources Manager at Cerulli Associates
Industry Human Resources
Experience
Cerulli Associates August 2014 - Present
Millennial Media February 2014 - July 2014
Millennial Media November 2013 - February 2014
Jumptap, Inc. April 2011 - November 2013
Jumptap January 2010 - March 2011
Belmont Hill School 2009 - 2009
Nickelodeon April 2008 - September 2008
Aon 2007 - 2008
Skills
Advertising, Benefits, Hiring, Interviewing, Employee Relations, Onboarding, Event Management, Employee Benefits, Recruiting, Interviews, Human Resources, Time Management, New Hire Orientations, Personnel Management, Start-ups
Education
University of Connecticut 2003 — 2007
BA, Communication Sciences, Business Administration
Wellesley High School 1999 — 2003
CTI
CTI
Cerulli Associates August 2014 - Present
Millennial Media February 2014 - July 2014
Millennial Media November 2013 - February 2014
Jumptap, Inc. April 2011 - November 2013
Jumptap January 2010 - March 2011
Belmont Hill School 2009 - 2009
Nickelodeon April 2008 - September 2008
Aon 2007 - 2008
Skills
Advertising, Benefits, Hiring, Interviewing, Employee Relations, Onboarding, Event Management, Employee Benefits, Recruiting, Interviews, Human Resources, Time Management, New Hire Orientations, Personnel Management, Start-ups
Education
University of Connecticut 2003 — 2007
BA, Communication Sciences, Business Administration
Wellesley High School 1999 — 2003
CTI
CTI
Anna Norregaard's Cerulli Associates Experience February 2010 - July 2011
Job Partner Executive at HubSpot
Industry Marketing and Advertising
Experience
HubSpot November 2012 - Present
BoardProspects, Inc. June 2012 - November 2012
EF Education October 2011 - July 2012
Cerulli Associates February 2010 - July 2011
Bain & Company 2009 - 2010
Skills
Lead Generation, Marketing Strategy, Sales, Online Marketing, Email Marketing, New Business Development, Marketing, Salesforce.com, Strategic Partnerships, Start-ups, Strategy, SEO, Strategic Planning, Account Management, CRM, Competitive Analysis, Market Research, E-commerce, Sales Management, SaaS, Social Networking, Business Strategy, B2B, Digital Marketing, Entrepreneurship, Online Advertising, Team Leadership, Advertising, Intelligence, Analytics, Bloomberg, Sales Process, Inbound Marketing, Inbound Lead Generation, Social Media Marketing, HubSpot
Education
Boston University - School of Management
BA, Economics, Finance
HubSpot November 2012 - Present
BoardProspects, Inc. June 2012 - November 2012
EF Education October 2011 - July 2012
Cerulli Associates February 2010 - July 2011
Bain & Company 2009 - 2010
Skills
Lead Generation, Marketing Strategy, Sales, Online Marketing, Email Marketing, New Business Development, Marketing, Salesforce.com, Strategic Partnerships, Start-ups, Strategy, SEO, Strategic Planning, Account Management, CRM, Competitive Analysis, Market Research, E-commerce, Sales Management, SaaS, Social Networking, Business Strategy, B2B, Digital Marketing, Entrepreneurship, Online Advertising, Team Leadership, Advertising, Intelligence, Analytics, Bloomberg, Sales Process, Inbound Marketing, Inbound Lead Generation, Social Media Marketing, HubSpot
Education
Boston University - School of Management
BA, Economics, Finance
Jennifer Muzerall's Cerulli Associates Experience March 2014 - Present
Job Senior ETF Analyst Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates March 2014 - Present
Natixis Global Asset Management September 2012 - March 2014
Standish Mellon Asset Management January 2010 - September 2012
The Boston Company Asset Management May 2006 - December 2009
Fidelity Investments May 2005 - May 2006
Wells Fargo Financial June 2004 - May 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investments, Trading, Series 7, Financial Modeling, Securities, Financial Analysis, Asset Allocation, Hedge Funds, Portfolio Management, Asset Managment, Alternative Investments, Relationship Management, Morningstar Direct
Education
Suffolk University - Sawyer Business School 2008 — 2011
MBA, Business Administration/Finance
Bryant College 2000 — 2004
Bachelor of Science, Business Administration
Cerulli Associates March 2014 - Present
Natixis Global Asset Management September 2012 - March 2014
Standish Mellon Asset Management January 2010 - September 2012
The Boston Company Asset Management May 2006 - December 2009
Fidelity Investments May 2005 - May 2006
Wells Fargo Financial June 2004 - May 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investments, Trading, Series 7, Financial Modeling, Securities, Financial Analysis, Asset Allocation, Hedge Funds, Portfolio Management, Asset Managment, Alternative Investments, Relationship Management, Morningstar Direct
Education
Suffolk University - Sawyer Business School 2008 — 2011
MBA, Business Administration/Finance
Bryant College 2000 — 2004
Bachelor of Science, Business Administration
Joshua Dietch's Cerulli Associates Experience 1999 - 2003
Job Managing Director, Chatham Partners
Industry Financial Services
Experience
Chatham Partners March 2005 - Present
ADP Retirement Services August 2003 - February 2005
Cerulli Associates 1999 - 2003
Principal Financial Group (Trustar Retirement Services) 1995 - 1999
Skills
Business Strategy, New Business Development, Business Relationship..., Strategic Planning, Business Planning, Client Service, Client Development, Management Consulting, Customer Presentations, Product Marketing, Marketing Strategy, Asset Management, Strategy Development, Management, Financial Services, Product Development, Business Development, Strategy, Project Management, Asset Managment, Retirement, 401k, Mutual Funds, Marketing, Defined Benefit, Market Research, Investments, Supervisory Skills, Mentoring, Writing Skills, Report Writing, White Papers, Executive Management, Competitive Analysis, Client Services
Education
Bates College 1986 — 1990
B.A.
Chatham Partners March 2005 - Present
ADP Retirement Services August 2003 - February 2005
Cerulli Associates 1999 - 2003
Principal Financial Group (Trustar Retirement Services) 1995 - 1999
Skills
Business Strategy, New Business Development, Business Relationship..., Strategic Planning, Business Planning, Client Service, Client Development, Management Consulting, Customer Presentations, Product Marketing, Marketing Strategy, Asset Management, Strategy Development, Management, Financial Services, Product Development, Business Development, Strategy, Project Management, Asset Managment, Retirement, 401k, Mutual Funds, Marketing, Defined Benefit, Market Research, Investments, Supervisory Skills, Mentoring, Writing Skills, Report Writing, White Papers, Executive Management, Competitive Analysis, Client Services
Education
Bates College 1986 — 1990
B.A.
Jim Folwell Jim Folwell's Cerulli Associates Experience April 1999 - October 2002
Job SVP Director of Business Development, DCIO and Strategic Platforms at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
D. Chris Brown, CFP D. Chris Brown, CFP's Cerulli Associates Experience January 2001 - December 2001
Job Principal at Brown Financial Research, LLC
Industry Investment Management
Experience
Brown Financial Research, LLC 2002 - Present
Cerulli Associates January 2001 - December 2001
Financial Research Corporation January 1997 - December 2000
Putnam Investments January 1994 - December 1997
Education
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner Professional Education Program
Geneva College 1979 — 1983
B.A., Philosophy
Brown Financial Research, LLC 2002 - Present
Cerulli Associates January 2001 - December 2001
Financial Research Corporation January 1997 - December 2000
Putnam Investments January 1994 - December 1997
Education
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner Professional Education Program
Geneva College 1979 — 1983
B.A., Philosophy
Christa Jessico Christa Jessico's Cerulli Associates Experience 1994 - 2007
Job Freelance Writer/Editor, Online and Print
Industry Writing and Editing
Experience
Bose Corporation July 2012 - Present
Commonwealth of Massachusetts May 2011 - January 2012
Self-employed September 2008 - May 2011
Dover Financial Research 2006 - 2011
Bose Corporation September 2006 - September 2008
Cerulli Associates 1994 - 2007
Senior Level Communications Global Services (SLCGS) June 2002 - August 2006
Avid Technology 2000 - 2002
Quantic Communications, Inc. September 1993 - July 2000
Digital Equipment Corporation September 1986 - September 1993
Skills
Copy Editing, Copywriting, Teaching Experience, HTML, Adobe Acrobat, Proofreading, Email Marketing, Newsletters, Marketing, Brochures, Social Media, Teacher Training, CMS, Direct Mail, CSS, Editing, Web Content Management, Internal Communications, Editorial, Content Development, Web Standards, SEO, Content Management, Press Releases, Microsoft Office, Wordpress, Web Content, Advertising, Feature Articles, Video, Project Management, Social Media Marketing, Corporate Communications, Public Relations, Blogging, Marketing Communications, Online Marketing, Web Design, Adobe Creative Suite, Facebook, Online Advertising, Digital Marketing, Corporate Branding, Publishing, Social Networking, Dreamweaver, Creative Direction, Publications, Content Strategy
Education
Merrimack College
B.A., English Education
Merrimack College
BA, English Education
North Reading High School
North Reading High School
North Reading High School
Bose Corporation July 2012 - Present
Commonwealth of Massachusetts May 2011 - January 2012
Self-employed September 2008 - May 2011
Dover Financial Research 2006 - 2011
Bose Corporation September 2006 - September 2008
Cerulli Associates 1994 - 2007
Senior Level Communications Global Services (SLCGS) June 2002 - August 2006
Avid Technology 2000 - 2002
Quantic Communications, Inc. September 1993 - July 2000
Digital Equipment Corporation September 1986 - September 1993
Skills
Copy Editing, Copywriting, Teaching Experience, HTML, Adobe Acrobat, Proofreading, Email Marketing, Newsletters, Marketing, Brochures, Social Media, Teacher Training, CMS, Direct Mail, CSS, Editing, Web Content Management, Internal Communications, Editorial, Content Development, Web Standards, SEO, Content Management, Press Releases, Microsoft Office, Wordpress, Web Content, Advertising, Feature Articles, Video, Project Management, Social Media Marketing, Corporate Communications, Public Relations, Blogging, Marketing Communications, Online Marketing, Web Design, Adobe Creative Suite, Facebook, Online Advertising, Digital Marketing, Corporate Branding, Publishing, Social Networking, Dreamweaver, Creative Direction, Publications, Content Strategy
Education
Merrimack College
B.A., English Education
Merrimack College
BA, English Education
North Reading High School
North Reading High School
North Reading High School
Paul Held Paul Held's Cerulli Associates Experience 2000 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
Independent Consultant: Glenn Family Foundation 2011 - 2014
Held Research 2001 - 2011
Bruce Initiative on Rethinking Capitalism 2009 - 2010
University of California- Santa Cruz 2004 - 2009
Cerulli Associates 2000 - 2001
Liberty Funds (later acquired by Bank of America) 1998 - 2000
Liberty Funds 1996 - 1998
Skills
Equities, Investments, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Strategy, Securities, Finance, Analysis, Financial Services, Capital Markets
Education
University of California, Santa Cruz 2002 — 2009
M.A. and Ph.D (ABD), Politics and International Political Economy
Williams College 1990 — 1994
BA, Politics, English
Regis High School
Independent Consultant: Glenn Family Foundation 2011 - 2014
Held Research 2001 - 2011
Bruce Initiative on Rethinking Capitalism 2009 - 2010
University of California- Santa Cruz 2004 - 2009
Cerulli Associates 2000 - 2001
Liberty Funds (later acquired by Bank of America) 1998 - 2000
Liberty Funds 1996 - 1998
Skills
Equities, Investments, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Strategy, Securities, Finance, Analysis, Financial Services, Capital Markets
Education
University of California, Santa Cruz 2002 — 2009
M.A. and Ph.D (ABD), Politics and International Political Economy
Williams College 1990 — 1994
BA, Politics, English
Regis High School
Brendan Powers Brendan Powers's Cerulli Associates Experience October 2014 - Present
Job Asset Management, Analyst at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates October 2014 - Present
Eaton Vance January 2012 - October 2014
JPMorgan Chase August 2011 - December 2011
Skills
Series 63, Series 6
Education
Trinity College-Hartford 2007 — 2011
B.S., Economics
Masconomet Regional High School 2003 — 2007
Cerulli Associates October 2014 - Present
Eaton Vance January 2012 - October 2014
JPMorgan Chase August 2011 - December 2011
Skills
Series 63, Series 6
Education
Trinity College-Hartford 2007 — 2011
B.S., Economics
Masconomet Regional High School 2003 — 2007
Abigail Runner's Cerulli Associates Experience July 2012 - March 2014
Job Manager, Strategic Accounts at Jobcase, Inc.
Industry Internet
Experience
Jobcase, Inc. September 2014 - Present
Jobcase, Inc. March 2014 - September 2014
Cerulli Associates July 2012 - March 2014
Cerulli Associates January 2011 - August 2012
Aegis Capital June 2010 - August 2010
Junior Achievement Program April 2008 - June 2010
Delta Delta Delta January 2008 - January 2009
New York Wine & Culinary Center 2004 - 2005
Skills
Microsoft Excel, Alternative Investments, Microsoft Office, Access, PowerPoint, Marketing, Tableau, Visual Analytics, Data Analysis, Email Marketing, Social Media Marketing, Market Research, Marketing Strategy, Business Development, Business Intelligence, Product Management
Education
Union College 2006 — 2010
BS, Economics
Marcus Whitman
Jobcase, Inc. September 2014 - Present
Jobcase, Inc. March 2014 - September 2014
Cerulli Associates July 2012 - March 2014
Cerulli Associates January 2011 - August 2012
Aegis Capital June 2010 - August 2010
Junior Achievement Program April 2008 - June 2010
Delta Delta Delta January 2008 - January 2009
New York Wine & Culinary Center 2004 - 2005
Skills
Microsoft Excel, Alternative Investments, Microsoft Office, Access, PowerPoint, Marketing, Tableau, Visual Analytics, Data Analysis, Email Marketing, Social Media Marketing, Market Research, Marketing Strategy, Business Development, Business Intelligence, Product Management
Education
Union College 2006 — 2010
BS, Economics
Marcus Whitman
Michele Giuditta's Cerulli Associates Experience May 2012 - Present
Job Associate Director, Institutional Asset Management at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates May 2012 - Present
Cambridge Associates LLC March 2007 - August 2011
MFC Global Investment Management January 2005 - February 2007
John Hancock Advisers January 2002 - December 2005
John Hancock August 1998 - December 2001
John Hancock January 1997 - July 1998
John Hancock September 1989 - December 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science, Finance
Isenberg School of Management, UMass Amherst
BBA, Finance
Cerulli Associates May 2012 - Present
Cambridge Associates LLC March 2007 - August 2011
MFC Global Investment Management January 2005 - February 2007
John Hancock Advisers January 2002 - December 2005
John Hancock August 1998 - December 2001
John Hancock January 1997 - July 1998
John Hancock September 1989 - December 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science, Finance
Isenberg School of Management, UMass Amherst
BBA, Finance
Sarah Kemp Fullerton's Cerulli Associates Experience January 2001 - June 2008
Job Editor and Publications Consultant
Industry Writing and Editing
Experience
Kemp Editorial July 2008 - Present
Plummelo December 2009 - December 2010
Cerulli Associates January 2001 - June 2008
Chicago Magazine June 1999 - December 1999
Skills
Editing, Publications, Journalism, Publishing, Copy Editing, Proofreading, Copywriting, Research, Social Media, Web Content, Editorial, Content Development, Marketing Strategy, Magazines, Blogging, Layout, Social Media Marketing, Newsletters, Content Management, AP Style, InDesign
Education
Medill School of Journalism - Northwestern University 2000 — 2000
Masters, Journalism - Magazine Publishing
Northwestern University 1995 — 1999
BA, English / American Literature
The Hotchkiss School 1991 — 1995
Kemp Editorial July 2008 - Present
Plummelo December 2009 - December 2010
Cerulli Associates January 2001 - June 2008
Chicago Magazine June 1999 - December 1999
Skills
Editing, Publications, Journalism, Publishing, Copy Editing, Proofreading, Copywriting, Research, Social Media, Web Content, Editorial, Content Development, Marketing Strategy, Magazines, Blogging, Layout, Social Media Marketing, Newsletters, Content Management, AP Style, InDesign
Education
Medill School of Journalism - Northwestern University 2000 — 2000
Masters, Journalism - Magazine Publishing
Northwestern University 1995 — 1999
BA, English / American Literature
The Hotchkiss School 1991 — 1995
John Hsu, CFA's Cerulli Associates Experience October 2008 - January 2014
Job Senior Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James February 2014 - Present
Cerulli Associates October 2008 - January 2014
Guardian Investor Services LLC October 2003 - October 2008
Wachovia Securities May 2003 - September 2003
Morgan Stanley June 2002 - September 2002
Skills
Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Asset Allocation, Asset Managment, Bloomberg, Financial Markets, Retirement, Portfolio Management, Financial Advisory, Series 63, 401k, Analysis, Fixed Income, Derivatives, Securities, Financial Modeling, Microsoft Excel, Institutional..., Chartered Financial..., Separately Managed..., Pension Funds, Yoga, Fitness Training, Weight Training, Valuation Modeling, Equity Research, Valuation
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics, with Chinese minor
Raymond James February 2014 - Present
Cerulli Associates October 2008 - January 2014
Guardian Investor Services LLC October 2003 - October 2008
Wachovia Securities May 2003 - September 2003
Morgan Stanley June 2002 - September 2002
Skills
Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Asset Allocation, Asset Managment, Bloomberg, Financial Markets, Retirement, Portfolio Management, Financial Advisory, Series 63, 401k, Analysis, Fixed Income, Derivatives, Securities, Financial Modeling, Microsoft Excel, Institutional..., Chartered Financial..., Separately Managed..., Pension Funds, Yoga, Fitness Training, Weight Training, Valuation Modeling, Equity Research, Valuation
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics, with Chinese minor
Karen Keene's Cerulli Associates Experience 2000 - 2005
Job Senior Strategic Advisor at AARP
Industry Research
Experience
AARP March 2010 - Present
AARP Financial December 2005 - March 2010
Cerulli Associates 2000 - 2005
FT/Interactive Data 1997 - 2000
John Hancock Mutual Funds 1993 - 1997
Fidelity Investments 1989 - 1992
Skills
Market Research, Competitive Analysis, Competitive Intelligence, Strategic Planning, Investments, Strategy, Marketing Research, Management Consulting, Analysis, Strategic Communications, Segmentation, Marketing Strategy, Analytics, Business Development, Market Analysis, Business Strategy, Business Model...
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1994
MBA, Master of Business Administration
Bucknell University 1984 — 1988
BA, International Relations
AARP March 2010 - Present
AARP Financial December 2005 - March 2010
Cerulli Associates 2000 - 2005
FT/Interactive Data 1997 - 2000
John Hancock Mutual Funds 1993 - 1997
Fidelity Investments 1989 - 1992
Skills
Market Research, Competitive Analysis, Competitive Intelligence, Strategic Planning, Investments, Strategy, Marketing Research, Management Consulting, Analysis, Strategic Communications, Segmentation, Marketing Strategy, Analytics, Business Development, Market Analysis, Business Strategy, Business Model...
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1994
MBA, Master of Business Administration
Bucknell University 1984 — 1988
BA, International Relations
Jennifer Feugill's Cerulli Associates Experience January 2013 - Present
Job Associate Director at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates January 2013 - Present
Cerulli Associates January 2011 - December 2012
Cerulli Associates January 2007 - December 2010
Cerulli Associates October 2003 - January 2007
BTM Capital Corporation April 1999 - September 2003
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Hedge Funds, Investments, Marketing, Mutual Funds, Research
Education
The George Washington University 1994 — 1998
BA, International Relations
Bishop Guertin High School 1990 — 1994
Cerulli Associates January 2013 - Present
Cerulli Associates January 2011 - December 2012
Cerulli Associates January 2007 - December 2010
Cerulli Associates October 2003 - January 2007
BTM Capital Corporation April 1999 - September 2003
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Hedge Funds, Investments, Marketing, Mutual Funds, Research
Education
The George Washington University 1994 — 1998
BA, International Relations
Bishop Guertin High School 1990 — 1994
Cindy Erickson Zarker's Cerulli Associates Experience 2003 - May 2015
Job Director of Relationship Development at Fuse Research Network
Industry Financial Services
Experience
FUSE Research Network June 2015 - Present
Cerulli Associates 2003 - May 2015
Columbia Management 1993 - January 2003
Columbia Management - a Subsidiary of Bank of America 2000 - 2003
Skills
Alternative Investments, Asset Management, Mutual Funds, ETFs, Investments, Strategic Planning, Business Strategy, Product Development, Marketing Strategy, Research, Asset Managment, Analysis, Institutional..., Product Management, Investment Management
Education
Skidmore College 1980 — 1984
BA, Economics
FUSE Research Network June 2015 - Present
Cerulli Associates 2003 - May 2015
Columbia Management 1993 - January 2003
Columbia Management - a Subsidiary of Bank of America 2000 - 2003
Skills
Alternative Investments, Asset Management, Mutual Funds, ETFs, Investments, Strategic Planning, Business Strategy, Product Development, Marketing Strategy, Research, Asset Managment, Analysis, Institutional..., Product Management, Investment Management
Education
Skidmore College 1980 — 1984
BA, Economics
Rebecca Scarlott's Cerulli Associates Experience January 2002 - September 2012
Job Director of Market Research at Anova Consulting Group
Industry Financial Services
Experience
Anova Consulting Group June 2012 - Present
Cerulli Associates January 2002 - September 2012
Scarlott Consulting January 1999 - December 2001
Columbia Management September 1995 - 1999
Federated Investors September 1990 - September 1995
Ingalls Quinn & Johnson / BBDO 1986 - 1988
Ingalls Quinn & Johnson / BBDO 1986 - 1988
Skills
Mutual Funds, Alternative Investments, Wealth Management, Asset Managment, Investment Strategies, Asset Allocation, Investment Management, Investments, Series 7, Series 63, Equities, Pensions, Hedge Funds, Financial Services, 401k, Relationship Management, Editorial, Retirement, Asset Management, Securities, Financial Advisory, Portfolio Management, Fixed Income
Education
Saint Lawrence University 1982 — 1986
Bachelor of Arts (B.A.), Duel Major English Language and Literature
P.S. 98
Anova Consulting Group June 2012 - Present
Cerulli Associates January 2002 - September 2012
Scarlott Consulting January 1999 - December 2001
Columbia Management September 1995 - 1999
Federated Investors September 1990 - September 1995
Ingalls Quinn & Johnson / BBDO 1986 - 1988
Ingalls Quinn & Johnson / BBDO 1986 - 1988
Skills
Mutual Funds, Alternative Investments, Wealth Management, Asset Managment, Investment Strategies, Asset Allocation, Investment Management, Investments, Series 7, Series 63, Equities, Pensions, Hedge Funds, Financial Services, 401k, Relationship Management, Editorial, Retirement, Asset Management, Securities, Financial Advisory, Portfolio Management, Fixed Income
Education
Saint Lawrence University 1982 — 1986
Bachelor of Arts (B.A.), Duel Major English Language and Literature
P.S. 98
Karina Istvan's Cerulli Associates Experience May 1997 - November 1998
Job President, Istvan Associates, LLC
Industry Financial Services
Experience
Istvan Associates, LLC February 2009 - Present
Lincoln Financial Group July 2003 - January 2009
Delaware Investments (formerly a member of Lincoln Financial Group) January 2000 - July 2003
Delaware Investments (formerly a member of Lincoln Financial Group) November 1998 - January 2000
Cerulli Associates May 1997 - November 1998
Sedgwick Noble Lowndes 1987 - May 1997
Skills
Marketing, Product Management, Product Marketing, Business Strategy, Organizational Design, Leadership, Strategy, Sales, Product Development, Account Management, Management Consulting, Recruiting, Competitive Analysis, Executive Management, Sales Management, Portfolio Management, Financial Services
Education
Bradley University
Washington State University
Istvan Associates, LLC February 2009 - Present
Lincoln Financial Group July 2003 - January 2009
Delaware Investments (formerly a member of Lincoln Financial Group) January 2000 - July 2003
Delaware Investments (formerly a member of Lincoln Financial Group) November 1998 - January 2000
Cerulli Associates May 1997 - November 1998
Sedgwick Noble Lowndes 1987 - May 1997
Skills
Marketing, Product Management, Product Marketing, Business Strategy, Organizational Design, Leadership, Strategy, Sales, Product Development, Account Management, Management Consulting, Recruiting, Competitive Analysis, Executive Management, Sales Management, Portfolio Management, Financial Services
Education
Bradley University
Washington State University
Thomas Marsh's Cerulli Associates Experience January 2013 - January 2015
Job Specialist Leader Deloitte Consulting
Industry Investment Management
Experience
Deloitte Consulting May 2015 - Present
Cerulli Associates January 2013 - January 2015
Cerulli Associates November 1999 - December 2014
Cerulli Associates January 2006 - December 2012
Cerulli Associates September 2003 - December 2005
Cerulli Associates November 1999 - September 2003
Schofield & Company September 1998 - October 1999
Institutional Investor News February 1992 - October 1998
The Whitehall Times October 1990 - February 1992
WMHT-FM January 1990 - June 1990
Skills
Investment Management, Financial Markets, Asset Management, Mutual Funds, Investments, Asset Allocation, Asset Managment, Wealth Management, Wealth Management..., Sales Management, Presentation Skills, Publishing, Public Relations, Writing
Education
State University of New York at Albany 1986 — 1990
Bachelor of Arts (B.A.), English Literature
Hudson Valley Community College 1986 — 1988
Associate's Degree
Deloitte Consulting May 2015 - Present
Cerulli Associates January 2013 - January 2015
Cerulli Associates November 1999 - December 2014
Cerulli Associates January 2006 - December 2012
Cerulli Associates September 2003 - December 2005
Cerulli Associates November 1999 - September 2003
Schofield & Company September 1998 - October 1999
Institutional Investor News February 1992 - October 1998
The Whitehall Times October 1990 - February 1992
WMHT-FM January 1990 - June 1990
Skills
Investment Management, Financial Markets, Asset Management, Mutual Funds, Investments, Asset Allocation, Asset Managment, Wealth Management, Wealth Management..., Sales Management, Presentation Skills, Publishing, Public Relations, Writing
Education
State University of New York at Albany 1986 — 1990
Bachelor of Arts (B.A.), English Literature
Hudson Valley Community College 1986 — 1988
Associate's Degree
Jessica Gibas's Cerulli Associates Experience October 2011 - April 2014
Job Senior Analyst at FI Consulting
Industry Management Consulting
Experience
FI Consulting August 2015 - Present
FI Consulting April 2014 - August 2015
Cerulli Associates October 2011 - April 2014
Gottex Fund Management July 2009 - September 2011
The Centre for Economic Policy Research July 2007 - August 2007
Skills
Front-end Development, Data Visualization, Data Management, Tableau, SQL, Investment Management, Market Research
Education
Boston University 2006 — 2009
B.A./M.A., Economics
FI Consulting August 2015 - Present
FI Consulting April 2014 - August 2015
Cerulli Associates October 2011 - April 2014
Gottex Fund Management July 2009 - September 2011
The Centre for Economic Policy Research July 2007 - August 2007
Skills
Front-end Development, Data Visualization, Data Management, Tableau, SQL, Investment Management, Market Research
Education
Boston University 2006 — 2009
B.A./M.A., Economics
Alessandra Hobler's Cerulli Associates Experience August 2010 - May 2013
Job Analyst at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual Insurance May 2013 - Present
Cerulli Associates August 2010 - May 2013
Cammack LaRhette Consulting August 2009 - August 2010
Morgan Stanley Smith Barney 2009 - 2009
Simmons College 2007 - 2009
Skills
Investments, Retirement, Employee Benefits, Research, Project Management, Business Strategy, Strategic Planning, Mutual Funds, Data Analysis, Microsoft Excel, Public Speaking, Marketing Strategy, 401k, Microsoft Office, PowerPoint, Insurance, Customer Service, Pensions, Alternative Investments, Asset Management, 403 b
Education
Simmons College 2005 — 2009
BA, Business Management, Economics, International Relations
Liberty Mutual Insurance May 2013 - Present
Cerulli Associates August 2010 - May 2013
Cammack LaRhette Consulting August 2009 - August 2010
Morgan Stanley Smith Barney 2009 - 2009
Simmons College 2007 - 2009
Skills
Investments, Retirement, Employee Benefits, Research, Project Management, Business Strategy, Strategic Planning, Mutual Funds, Data Analysis, Microsoft Excel, Public Speaking, Marketing Strategy, 401k, Microsoft Office, PowerPoint, Insurance, Customer Service, Pensions, Alternative Investments, Asset Management, 403 b
Education
Simmons College 2005 — 2009
BA, Business Management, Economics, International Relations
Ryan Tagal's Cerulli Associates Experience 1996 - 2001
Job Vice President Product Management at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management 2010 - Present
Morningstar 2002 - 2009
Cerulli Associates 1996 - 2001
Skills
Investments, Product Management, Product Development, Competitive Analysis, Mutual Funds, Business Analysis, Due Diligence, Financial Services, Portfolio Management, Risk Management, Bloomberg, ETFs, Asset Managment, Hedge Funds, Alternative Investments, Analysis, Business Development, Derivatives, Program Management
Education
The University of Chicago 2001 — 2003
MBA, in Finance, Strategic Management, Economics, and International Business
Massachusetts Institute of Technology 1991 — 1996
B.S, Physics
Envestnet Asset Management 2010 - Present
Morningstar 2002 - 2009
Cerulli Associates 1996 - 2001
Skills
Investments, Product Management, Product Development, Competitive Analysis, Mutual Funds, Business Analysis, Due Diligence, Financial Services, Portfolio Management, Risk Management, Bloomberg, ETFs, Asset Managment, Hedge Funds, Alternative Investments, Analysis, Business Development, Derivatives, Program Management
Education
The University of Chicago 2001 — 2003
MBA, in Finance, Strategic Management, Economics, and International Business
Massachusetts Institute of Technology 1991 — 1996
B.S, Physics
Sharon Tosto Esker's Cerulli Associates Experience May 2006 - May 2007
Job Freelance Writer/Editor
Industry Financial Services
Experience
Self Employed June 2009 - Present
THE CANNATA REPORT December 2012 - Present
Fidelity Investments December 2007 - May 2009
Cerulli Associates May 2006 - May 2007
Fidelity Investments December 2005 - May 2006
Skills
Financial Reporting, Editing, Mutual Funds, Newsletters, Asset Management, Copywriting, Copy Editing
Education
Tufts University 1994 — 1998
B.A., International Relations, French
Harvard University 2005 — 2011
M.L.A., Journalism
Self Employed June 2009 - Present
THE CANNATA REPORT December 2012 - Present
Fidelity Investments December 2007 - May 2009
Cerulli Associates May 2006 - May 2007
Fidelity Investments December 2005 - May 2006
Skills
Financial Reporting, Editing, Mutual Funds, Newsletters, Asset Management, Copywriting, Copy Editing
Education
Tufts University 1994 — 1998
B.A., International Relations, French
Harvard University 2005 — 2011
M.L.A., Journalism
Benjamin Poor's Cerulli Associates Experience July 2004 - August 2010
Job Managing Director at Chatham Partners
Industry Financial Services
Experience
Chatham Partners December 2014 - Present
Citi June 2013 - July 2014
Citi September 2010 - June 2013
Cerulli Associates July 2004 - August 2010
Charles Schwab Corporate Services 1999 - 2004
Kanon Bloch Carre October 1995 - January 1999
Skills
Research, Market Research, Thought Leadership, Writing, Asset Management, High Net Worth..., Pension Funds, Trust Services, Hedge Funds, Superannuation, Investments, Marketing, Bloomberg, Institutional..., Series 7, Fixed Income, Mutual Funds, Alternative Investments, Financial Services, Wealth Management, Equities, Strategy
Education
The Johns Hopkins University 1990 — 1994
BA, International Studies
Boston Latin School 1985 — 1990
Chatham Partners December 2014 - Present
Citi June 2013 - July 2014
Citi September 2010 - June 2013
Cerulli Associates July 2004 - August 2010
Charles Schwab Corporate Services 1999 - 2004
Kanon Bloch Carre October 1995 - January 1999
Skills
Research, Market Research, Thought Leadership, Writing, Asset Management, High Net Worth..., Pension Funds, Trust Services, Hedge Funds, Superannuation, Investments, Marketing, Bloomberg, Institutional..., Series 7, Fixed Income, Mutual Funds, Alternative Investments, Financial Services, Wealth Management, Equities, Strategy
Education
The Johns Hopkins University 1990 — 1994
BA, International Studies
Boston Latin School 1985 — 1990
Jessica Sclafani, CAIA's Cerulli Associates Experience June 2015 - Present
Job Associate Director at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates June 2015 - Present
Cerulli Associates June 2014 - June 2015
Wellington Management February 2010 - June 2014
Detwiler Fenton February 2008 - February 2010
Skills
Relationship Management, Relationship Marketing, Asset Allocation, Alternative Investments, Pension Funds, Writing, Defined Contribution, Market Research, Quantitative Research, Qualitative Research, Project Management
Education
Boston College 2003 — 2007
Bachelor of Science (BS)
Cerulli Associates June 2015 - Present
Cerulli Associates June 2014 - June 2015
Wellington Management February 2010 - June 2014
Detwiler Fenton February 2008 - February 2010
Skills
Relationship Management, Relationship Marketing, Asset Allocation, Alternative Investments, Pension Funds, Writing, Defined Contribution, Market Research, Quantitative Research, Qualitative Research, Project Management
Education
Boston College 2003 — 2007
Bachelor of Science (BS)
Pamela (Carello) DeBolt's Cerulli Associates Experience September 2007 - Present
Job Associate Director, Asset Management Practice, Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates September 2007 - Present
Pioneer Investments 1993 - 2003
Pioneer Investments 1993 - 2003
Skills
Investments, Mutual Funds, Asset Management, Alternative Investments, Financial Services, Portfolio Management, Asset Allocation, Strategy, Fixed Income, Hedge Funds
Education
Rhode Island College
Business Management
Cerulli Associates September 2007 - Present
Pioneer Investments 1993 - 2003
Pioneer Investments 1993 - 2003
Skills
Investments, Mutual Funds, Asset Management, Alternative Investments, Financial Services, Portfolio Management, Asset Allocation, Strategy, Fixed Income, Hedge Funds
Education
Rhode Island College
Business Management
Sherrie Brogan's Cerulli Associates Experience 1993 - 1995
Job Tax Consultant
Industry Accounting
Experience
Tax Consultant May 2013 - Present
Holcim (US) Inc. 2015 - 2015
Pegasus Solutions, Inc. November 2010 - June 2012
International Data Group (IDG) October 2006 - July 2009
Levine, Katz, Nannis + Solomon, PC September 2004 - October 2006
PricewaterhouseCoopers January 1998 - June 2002
Cerulli Associates 1993 - 1995
Skills
Tax, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Tax Returns, Trusts, Tax Research, International Tax, Sales Tax, Accounting, Financial Accounting, QuickBooks, Auditing, Sarbanes-Oxley Act, Financial Reporting, SEC filings
Education
Boston College 1991 — 1995
Bachelors, Accounting
Tax Consultant May 2013 - Present
Holcim (US) Inc. 2015 - 2015
Pegasus Solutions, Inc. November 2010 - June 2012
International Data Group (IDG) October 2006 - July 2009
Levine, Katz, Nannis + Solomon, PC September 2004 - October 2006
PricewaterhouseCoopers January 1998 - June 2002
Cerulli Associates 1993 - 1995
Skills
Tax, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Tax Returns, Trusts, Tax Research, International Tax, Sales Tax, Accounting, Financial Accounting, QuickBooks, Auditing, Sarbanes-Oxley Act, Financial Reporting, SEC filings
Education
Boston College 1991 — 1995
Bachelors, Accounting
Kirby Horan-Adams, CFA's Cerulli Associates Experience January 2005 - January 2006
Job Senior Vice President, Director of Research at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2014 - Present
LPL Financial February 2012 - June 2014
LPL Financial February 2010 - February 2012
LPL Financial March 2007 - January 2010
LPL Financial February 2006 - February 2007
Cerulli Associates January 2005 - January 2006
Cerulli Associates July 2001 - December 2004
Education
Boston College Law School 2000 — 2003
Juris Doctor (J.D.)
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
Master's degree, Business Administration and Finance
Trinity College-Hartford 1994 — 1998
Bachelor of Arts (B.A.), Math and Economics
LPL Financial June 2014 - Present
LPL Financial February 2012 - June 2014
LPL Financial February 2010 - February 2012
LPL Financial March 2007 - January 2010
LPL Financial February 2006 - February 2007
Cerulli Associates January 2005 - January 2006
Cerulli Associates July 2001 - December 2004
Education
Boston College Law School 2000 — 2003
Juris Doctor (J.D.)
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
Master's degree, Business Administration and Finance
Trinity College-Hartford 1994 — 1998
Bachelor of Arts (B.A.), Math and Economics
Daniel Elfman's Cerulli Associates Experience May 2015 - Present
Job Student at Providence College
Industry Management Consulting
Experience
Cerulli Associates May 2015 - Present
Gentle Giant Moving Co. June 2013 - August 2014
Comella's Restaurant December 2011 - June 2012
Skills
Management, Microsoft Office, Customer Service, Leadership, Strategic Planning, Microsoft Excel, Project Management, Marketing, Public Speaking, Sales, Fundraising, Social Media Marketing
Education
Providence College 2012 — 2016
Business Management
CEA Study Abroad - Rome 2015 — 2015
Business Management, Junior Year - Spring Semester
Wellesley High School 2008 — 2012
High School
Cerulli Associates May 2015 - Present
Gentle Giant Moving Co. June 2013 - August 2014
Comella's Restaurant December 2011 - June 2012
Skills
Management, Microsoft Office, Customer Service, Leadership, Strategic Planning, Microsoft Excel, Project Management, Marketing, Public Speaking, Sales, Fundraising, Social Media Marketing
Education
Providence College 2012 — 2016
Business Management
CEA Study Abroad - Rome 2015 — 2015
Business Management, Junior Year - Spring Semester
Wellesley High School 2008 — 2012
High School