Citizens Funds
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Citizens Funds Employees
Employee
Years
Job
Industry
Jeffrey Miller, CIMA Jeffrey Miller, CIMA's Citizens Funds Experience September 2000 - December 2003
Job Bank of America l Merrill Edge
Industry Financial Services
Experience
Four Wood Capital Partners, LLC August 2013 - January 2015
Montage Investments September 2010 - January 2013
BlackRock January 2004 - March 2009
Citizens Funds September 2000 - December 2003
IXIS Asset Management January 1998 - August 2000
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, ETFs, Series 63, Wealth Management, Financial Advisory, Separately Managed..., Asset Management, Series 6, Series 65, Equities, Bonds, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, 401k, Estate Planning, FINRA, Financial Planners, Fixed Annuities, IRAs, Insurance, Management, Sales, Series 24, Strategic Financial..., Uniform Combined State..., Variable Annuities, Wealth, Wealth Management..., Financial Planning
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science, Business Administration
Suffolk University - Sawyer School of Management
MBA, Business Administration
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
The Rivers School
High School
Four Wood Capital Partners, LLC August 2013 - January 2015
Montage Investments September 2010 - January 2013
BlackRock January 2004 - March 2009
Citizens Funds September 2000 - December 2003
IXIS Asset Management January 1998 - August 2000
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, ETFs, Series 63, Wealth Management, Financial Advisory, Separately Managed..., Asset Management, Series 6, Series 65, Equities, Bonds, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, 401k, Estate Planning, FINRA, Financial Planners, Fixed Annuities, IRAs, Insurance, Management, Sales, Series 24, Strategic Financial..., Uniform Combined State..., Variable Annuities, Wealth, Wealth Management..., Financial Planning
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science, Business Administration
Suffolk University - Sawyer School of Management
MBA, Business Administration
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
The Rivers School
High School
Lisa Davidson Lisa Davidson's Citizens Funds Experience April 2001 - March 2003
Job Experienced Financial Executive
Industry Biotechnology
Experience
Fractyl Laboratories Inc. August 2015 - Present
Flexion Therapeutics, Inc. March 2009 - August 2015
OmniSonics Medical Technologies March 2006 - February 2009
PerkinElmer March 2003 - March 2006
PerkinElmer - Optoelectronics 2004 - 2006
Citizens Funds April 2001 - March 2003
Pepsi Bottling Group May 1998 - April 2001
Fisher Scientific International Inc. 1997 - 1998
Fisher Scientific International Inc. June 1995 - April 1997
Skills
Forecasting, Auditing, Financial Reporting, Strategic Planning, Start-ups, Budgets, Process Improvement, Financial Analysis, Internal Controls, Six Sigma, Business Strategy, Cross-functional Team..., Product Development, Mergers, Financial Modeling, Sarbanes-Oxley Act, Project Planning, Mergers & Acquisitions, Executive Management, Manufacturing, Medical Devices, Management, Strategy, Leadership, Finance, Biotechnology, Due Diligence, Acquisition Integration, Revenue Recognition
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1996
MBA, Business/Finance
University of New Hampshire 1984 — 1988
BA, Sociology / Business
Fractyl Laboratories Inc. August 2015 - Present
Flexion Therapeutics, Inc. March 2009 - August 2015
OmniSonics Medical Technologies March 2006 - February 2009
PerkinElmer March 2003 - March 2006
PerkinElmer - Optoelectronics 2004 - 2006
Citizens Funds April 2001 - March 2003
Pepsi Bottling Group May 1998 - April 2001
Fisher Scientific International Inc. 1997 - 1998
Fisher Scientific International Inc. June 1995 - April 1997
Skills
Forecasting, Auditing, Financial Reporting, Strategic Planning, Start-ups, Budgets, Process Improvement, Financial Analysis, Internal Controls, Six Sigma, Business Strategy, Cross-functional Team..., Product Development, Mergers, Financial Modeling, Sarbanes-Oxley Act, Project Planning, Mergers & Acquisitions, Executive Management, Manufacturing, Medical Devices, Management, Strategy, Leadership, Finance, Biotechnology, Due Diligence, Acquisition Integration, Revenue Recognition
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1996
MBA, Business/Finance
University of New Hampshire 1984 — 1988
BA, Sociology / Business
Tiffany Works Tiffany Works's Citizens Funds Experience January 2000 - March 2001
Job Accounting Professional
Industry Accounting
Experience
Newmarket International March 2013 - Present
Trade Wings February 2004 - December 2012
Siemens Itron Business Services March 2001 - October 2003
Citizens Funds January 2000 - March 2001
Citizens Funds 2000 - 2001
Cablettron 2000 - 2000
Charrette August 1997 - December 1999
Skills
Spreadsheets, Access, Excel, Billing, Budgeting, Word, PowerPoint, Outlook, Accounts Payable, Software Documentation, General Ledger, Invoicing, Budgets, Account Reconciliation, Microsoft Excel, Internal Controls, SAP, Project Finance, Management, International Accounting, Taxations, Microsoft Word, VAT, Account Management, Accounting, Accounts Receivable, Analysis, Journal Entries
Education
Southern New Hampshire University 2009 — 2012
Masters, Accounting
Franklin Pierce University 2002 — 2003
BS, Business Management
McIntosh College 2001 — 2002
Business Management
Burdett College (Business) 1993 — 1994
Certificate, Medical Coding Specialist
Portsmouth High School 1989 — 1993
Newmarket International March 2013 - Present
Trade Wings February 2004 - December 2012
Siemens Itron Business Services March 2001 - October 2003
Citizens Funds January 2000 - March 2001
Citizens Funds 2000 - 2001
Cablettron 2000 - 2000
Charrette August 1997 - December 1999
Skills
Spreadsheets, Access, Excel, Billing, Budgeting, Word, PowerPoint, Outlook, Accounts Payable, Software Documentation, General Ledger, Invoicing, Budgets, Account Reconciliation, Microsoft Excel, Internal Controls, SAP, Project Finance, Management, International Accounting, Taxations, Microsoft Word, VAT, Account Management, Accounting, Accounts Receivable, Analysis, Journal Entries
Education
Southern New Hampshire University 2009 — 2012
Masters, Accounting
Franklin Pierce University 2002 — 2003
BS, Business Management
McIntosh College 2001 — 2002
Business Management
Burdett College (Business) 1993 — 1994
Certificate, Medical Coding Specialist
Portsmouth High School 1989 — 1993
Alison Pyott, CFP® Alison Pyott, CFP®'s Citizens Funds Experience August 2004 - June 2007
Job Wealth Manager at Veris Wealth Partners
Industry Financial Services
Experience
Veris Wealth Partners, LLC July 2007 - Present
New Hampshire Women's Foundation 2014 - 2015
Citizens Funds August 2004 - June 2007
Backroads June 2004 - August 2004
United Way of the Greater Seacoast June 2001 - June 2004
John Hancock Signature Services September 1994 - June 2001
Skills
Wealth Management, Gender Lens Investing, Financial Planning, Sustainable Investing, Strategic Financial..., Impact Investing, Socially Responsible..., Life Planning, Investments, Mutual Funds, Retirement Planning, Public Speaking, Change Management, Event Planning, Customer Service, Process Improvement, Coaching, Nonprofits
Education
Merrimack College 2006 — 2009
Certificate, Financial Planning
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Hotel Administration
Veris Wealth Partners, LLC July 2007 - Present
New Hampshire Women's Foundation 2014 - 2015
Citizens Funds August 2004 - June 2007
Backroads June 2004 - August 2004
United Way of the Greater Seacoast June 2001 - June 2004
John Hancock Signature Services September 1994 - June 2001
Skills
Wealth Management, Gender Lens Investing, Financial Planning, Sustainable Investing, Strategic Financial..., Impact Investing, Socially Responsible..., Life Planning, Investments, Mutual Funds, Retirement Planning, Public Speaking, Change Management, Event Planning, Customer Service, Process Improvement, Coaching, Nonprofits
Education
Merrimack College 2006 — 2009
Certificate, Financial Planning
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Hotel Administration
Arthur Hammarstrom's Citizens Funds Experience May 2000 - April 2008
Job
Industry Financial Services
Experience
Sentinel Investments April 2008 - Present
Citizens Funds May 2000 - April 2008
State Street Research June 1993 - May 2000
Boston Financial Data Services May 1987 - June 1993
Skills
Database Design and..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Business Analysis, Vendor Management, Operations Management, Call Centers, Risk Management, CRM, Banking, Business Development, Process Improvement, Database Development
Education
Bridgewater State University
Computer Science
Sentinel Investments April 2008 - Present
Citizens Funds May 2000 - April 2008
State Street Research June 1993 - May 2000
Boston Financial Data Services May 1987 - June 1993
Skills
Database Design and..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Business Analysis, Vendor Management, Operations Management, Call Centers, Risk Management, CRM, Banking, Business Development, Process Improvement, Database Development
Education
Bridgewater State University
Computer Science
David M. Smith, CIMA® CFP® David M. Smith, CIMA® CFP®'s Citizens Funds Experience October 1998 - November 2001
Job Wealth Advisor and Managing Member at Robinson Smith Wealth Advisors
Industry Investment Management
Experience
Robinson Smith Wealth Advisors, LLC February 2013 - Present
BlackRock May 2003 - October 2012
Forward Management November 2001 - May 2003
KLD Research & Analytics November 2001 - March 2002
Citizens Funds October 1998 - November 2001
Fidelity Investments September 1991 - October 1998
Skills
Securities, Hedge Funds, Fixed Income, Retirement Planning, Private Equity, Bonds, Retirement, Financial Advisory, 401k, Strategic Financial..., Financial Planning, Financial Analysis, Investment Strategies, Institutional..., Alternative Investments, Charitable Giving, Charitable Gift Planning, Donor Advised Funds, Retirement Savings, Retirement Income..., Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis, Equity Capital Markets, Stocks, Stock Market Analysis, Stock Market, Restricted Stock, Concentrated Stock..., College Savings Plans, College Education..., Multi-generational..., Wealth Transfer, Intergenerational..., Portfolio Management, Model Portfolios, Investment Portfolio, Portfolio Optimization, Commodity, Small Business..., Wealth Accumulation, Wealth Preservation, Wealth Management..., Wealth Management, Wealth, Legacy Giving, Charitable Gift..., Philanthropy, Charitable Remainder..., Mutual Funds
Education
University of Pennsylvania - The Wharton School 2003 — 2003
CIMA, Certified Investment Management Analyst
Boston University 1996 — 2001
Diploma in Financial Planning, Financial Planning and Services
University of Cincinnati 1984 — 1989
BA, Psychology
Robinson Smith Wealth Advisors, LLC February 2013 - Present
BlackRock May 2003 - October 2012
Forward Management November 2001 - May 2003
KLD Research & Analytics November 2001 - March 2002
Citizens Funds October 1998 - November 2001
Fidelity Investments September 1991 - October 1998
Skills
Securities, Hedge Funds, Fixed Income, Retirement Planning, Private Equity, Bonds, Retirement, Financial Advisory, 401k, Strategic Financial..., Financial Planning, Financial Analysis, Investment Strategies, Institutional..., Alternative Investments, Charitable Giving, Charitable Gift Planning, Donor Advised Funds, Retirement Savings, Retirement Income..., Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis, Equity Capital Markets, Stocks, Stock Market Analysis, Stock Market, Restricted Stock, Concentrated Stock..., College Savings Plans, College Education..., Multi-generational..., Wealth Transfer, Intergenerational..., Portfolio Management, Model Portfolios, Investment Portfolio, Portfolio Optimization, Commodity, Small Business..., Wealth Accumulation, Wealth Preservation, Wealth Management..., Wealth Management, Wealth, Legacy Giving, Charitable Gift..., Philanthropy, Charitable Remainder..., Mutual Funds
Education
University of Pennsylvania - The Wharton School 2003 — 2003
CIMA, Certified Investment Management Analyst
Boston University 1996 — 2001
Diploma in Financial Planning, Financial Planning and Services
University of Cincinnati 1984 — 1989
BA, Psychology
Amy Maness Amy Maness's Citizens Funds Experience January 1999 - January 2002
Job Senior Manager, National Accounts at Pax World Investments
Industry Financial Services
Experience
Pax World Investments January 2015 - Present
Pax World Investments January 2013 - Present
Pax World Investments December 2006 - Present
Summit Resume Strategies January 2010 - Present
The Family Tree, Fine Arts and Furnishings January 2003 - January 2008
Portsmouth Sign Company January 2003 - January 2006
Stewart Search Advisors LLC January 2002 - January 2003
Citizens Funds January 1999 - January 2002
Pro Staff Personnel Services January 1997 - January 1999
EarthVisions Digital Mapping January 1996 - January 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Budgets, Editing, Strategic Planning, Negotiation, New Business Development, eCommunications, Pipeline Management, Budget Process, Event Management, Lead Management, CRM, Business Development, Marketing Strategy, Marketing Communications, Key Account Management, Account Management, Relationship Marketing, Email Strategy, RFP, Managing Database, Marketing, Strategy, Start-ups, Project Planning, Project Management, Investments, Management
Education
International Fine Arts College 1987 — 1990
Bachelor's Degree, Fine Art and Design
University of New Hampshire 1986 — 1987
Art/Art Studies, General
Pax World Investments January 2015 - Present
Pax World Investments January 2013 - Present
Pax World Investments December 2006 - Present
Summit Resume Strategies January 2010 - Present
The Family Tree, Fine Arts and Furnishings January 2003 - January 2008
Portsmouth Sign Company January 2003 - January 2006
Stewart Search Advisors LLC January 2002 - January 2003
Citizens Funds January 1999 - January 2002
Pro Staff Personnel Services January 1997 - January 1999
EarthVisions Digital Mapping January 1996 - January 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Budgets, Editing, Strategic Planning, Negotiation, New Business Development, eCommunications, Pipeline Management, Budget Process, Event Management, Lead Management, CRM, Business Development, Marketing Strategy, Marketing Communications, Key Account Management, Account Management, Relationship Marketing, Email Strategy, RFP, Managing Database, Marketing, Strategy, Start-ups, Project Planning, Project Management, Investments, Management
Education
International Fine Arts College 1987 — 1990
Bachelor's Degree, Fine Art and Design
University of New Hampshire 1986 — 1987
Art/Art Studies, General
Kelley Marggraf's Citizens Funds Experience 2001 - 2002
Job Executive Assistant at Essential Planning, LLC
Industry Financial Services
Experience
H & H Staging and Organization November 2008 - Present
Bottomline Technologies August 2012 - December 2012
Old Mutual January 2011 - February 2011
SellMyTimeshareNOW, LLC August 2008 - August 2010
Happy and Healthy Organization October 2006 - August 2008
Millennium Medical Communications July 2005 - October 2006
Foss Manufacturing Company LLC April 2002 - June 2005
Citizens Funds 2001 - 2002
Fidelity Investments 1988 - 1994
Skills
Start-ups, E-commerce, PPC, Team Building, Marketing, Selling, Recruiting, Management, Human Resources, Project Management, Customer Service, Event Planning, Leadership, Sales
Education
Massachusetts College of Liberal Arts 1983 — 1985
Business
North Andover High School 1978 — 1982
High School
H & H Staging and Organization November 2008 - Present
Bottomline Technologies August 2012 - December 2012
Old Mutual January 2011 - February 2011
SellMyTimeshareNOW, LLC August 2008 - August 2010
Happy and Healthy Organization October 2006 - August 2008
Millennium Medical Communications July 2005 - October 2006
Foss Manufacturing Company LLC April 2002 - June 2005
Citizens Funds 2001 - 2002
Fidelity Investments 1988 - 1994
Skills
Start-ups, E-commerce, PPC, Team Building, Marketing, Selling, Recruiting, Management, Human Resources, Project Management, Customer Service, Event Planning, Leadership, Sales
Education
Massachusetts College of Liberal Arts 1983 — 1985
Business
North Andover High School 1978 — 1982
High School
Andrew Munton Andrew Munton's Citizens Funds Experience June 1999 - September 1999
Job
Industry Management Consulting
Experience
International Data Corporation July 2011 - Present
Toffler Associates July 2007 - December 2010
Fidelity Investments/J.Robert Scott February 2007 - May 2007
LoJack Corporation September 2006 - January 2007
LoJack Corporation June 2006 - August 2006
Le Pain Quotidien September 2005 - May 2006
Stewart Search Advisors September 1999 - August 2005
Citizens Funds June 1999 - September 1999
Skills
Analysis, Change Management, Competitive Analysis, Creative Direction, Entrepreneurship, Financial Modeling, Human Resources, Business Development, Leadership, Market Research, Organizational..., Product Management, Project Management, Strategic Planning, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Global Management
Bowdoin College 1994 — 1998
BA, Asian Studies
Harbin Institute of Technology 1996 — 1997
Chinese
International Data Corporation July 2011 - Present
Toffler Associates July 2007 - December 2010
Fidelity Investments/J.Robert Scott February 2007 - May 2007
LoJack Corporation September 2006 - January 2007
LoJack Corporation June 2006 - August 2006
Le Pain Quotidien September 2005 - May 2006
Stewart Search Advisors September 1999 - August 2005
Citizens Funds June 1999 - September 1999
Skills
Analysis, Change Management, Competitive Analysis, Creative Direction, Entrepreneurship, Financial Modeling, Human Resources, Business Development, Leadership, Market Research, Organizational..., Product Management, Project Management, Strategic Planning, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Global Management
Bowdoin College 1994 — 1998
BA, Asian Studies
Harbin Institute of Technology 1996 — 1997
Chinese
Tom Coler Tom Coler's Citizens Funds Experience August 2001 - January 2003
Job Senior Financial Executive | Global Manufacturing | Consumer Products, Medical Technology | Emerging Growth & Strategy
Industry Consumer Goods
Experience
Polaris Industries August 2012 - Present
Ecolab September 2011 - July 2012
Ecolab March 2010 - August 2011
Boston Scientific October 2007 - February 2010
Boston Scientific February 2005 - September 2007
Boston Scientific July 2003 - December 2004
Westwood Holdings Group Inc. January 2003 - July 2003
Citizens Funds August 2001 - January 2003
RBC Capital Markets January 1998 - August 2001
KPMG January 1996 - December 1997
Skills
Finance, Forecasting, Cross-functional Team..., Process Improvement, Financial Analysis, Financial Reporting, Financial Modeling, Leadership, Portfolio Management, Business Process..., Acquisition Integration, Cost Accounting, Strategic Financial..., Equities, Supply Chain, IPO
Education
University of Minnesota-Twin Cities 1996 — 1997
MBA, Finance
University of Minnesota-Twin Cities 1991 — 1994
Bachelor of Science, Finance
Polaris Industries August 2012 - Present
Ecolab September 2011 - July 2012
Ecolab March 2010 - August 2011
Boston Scientific October 2007 - February 2010
Boston Scientific February 2005 - September 2007
Boston Scientific July 2003 - December 2004
Westwood Holdings Group Inc. January 2003 - July 2003
Citizens Funds August 2001 - January 2003
RBC Capital Markets January 1998 - August 2001
KPMG January 1996 - December 1997
Skills
Finance, Forecasting, Cross-functional Team..., Process Improvement, Financial Analysis, Financial Reporting, Financial Modeling, Leadership, Portfolio Management, Business Process..., Acquisition Integration, Cost Accounting, Strategic Financial..., Equities, Supply Chain, IPO
Education
University of Minnesota-Twin Cities 1996 — 1997
MBA, Finance
University of Minnesota-Twin Cities 1991 — 1994
Bachelor of Science, Finance
Michael Gallipo Michael Gallipo's Citizens Funds Experience January 2005 - April 2008
Job Experienced Portfolio Manager | Seeking Opportunity to Utililze Equity and Fixed Income Investing Expertise
Industry Investment Management
Experience
Bank of New Hampshire September 2008 - July 2013
Citizens Funds January 2005 - April 2008
Banknorth Wealth Management April 2001 - January 2005
Monument Funds Group August 1999 - January 2001
Van Eck Global January 1995 - May 1999
Skills
Wealth Management, Portfolio Management, Equities, Investment Strategies, Asset Managment, Bloomberg, Investments, Financial Modeling, Retirement Planning, Asset Allocation, Financial Analysis, Banking, Asset Management, Strategy, Investment Banking, Trading, Mutual Funds, Investment Management, Bonds, Options, Fixed Income, Commodity
Education
Duke University
BA
Mill River Union High School
Bank of New Hampshire September 2008 - July 2013
Citizens Funds January 2005 - April 2008
Banknorth Wealth Management April 2001 - January 2005
Monument Funds Group August 1999 - January 2001
Van Eck Global January 1995 - May 1999
Skills
Wealth Management, Portfolio Management, Equities, Investment Strategies, Asset Managment, Bloomberg, Investments, Financial Modeling, Retirement Planning, Asset Allocation, Financial Analysis, Banking, Asset Management, Strategy, Investment Banking, Trading, Mutual Funds, Investment Management, Bonds, Options, Fixed Income, Commodity
Education
Duke University
BA
Mill River Union High School
Lucy Demers Lucy Demers's Citizens Funds Experience May 2007 - August 2007
Job Forecast Analyst
Industry Retail
Experience
Delhaize America June 2011 - Present
TJX January 2010 - June 2011
Temple University MBA & MS Programs September 2007 - December 2009
JPMorgan Chase May 2009 - August 2009
The Woodland Group May 2008 - August 2008
Citizens Funds May 2007 - August 2007
Education
Temple University 2005 — 2009
BBA, Finance
Delhaize America June 2011 - Present
TJX January 2010 - June 2011
Temple University MBA & MS Programs September 2007 - December 2009
JPMorgan Chase May 2009 - August 2009
The Woodland Group May 2008 - August 2008
Citizens Funds May 2007 - August 2007
Education
Temple University 2005 — 2009
BBA, Finance
James O'Brien, CFA's Citizens Funds Experience August 2001 - July 2004
Job Principal, Portfolio Manager at Eastern Shore Capital Management
Industry Investment Management
Experience
Eastern Shore Capital Management (ESCM) January 2013 - Present
MOODY ALDRICH PARTNERS, LLC June 2004 - Present
CITIZENS FUNDS August 2001 - July 2004
Fidelity Investments 1990 - 1994
Skills
Portfolio Management, Equity Research, Equities, Asset Allocation, Asset Managment, Equity Valuation, Asset Management, Mutual Funds, Finance, Valuation, Investments, Financial Modeling, Securities, Financial Analysis
Education
Bentley University 1995 — 1996
Masters Certificate, Accountancy
Bentley University 1985 — 1989
Bachelor of Science, Economics and Finance
Eastern Shore Capital Management (ESCM) January 2013 - Present
MOODY ALDRICH PARTNERS, LLC June 2004 - Present
CITIZENS FUNDS August 2001 - July 2004
Fidelity Investments 1990 - 1994
Skills
Portfolio Management, Equity Research, Equities, Asset Allocation, Asset Managment, Equity Valuation, Asset Management, Mutual Funds, Finance, Valuation, Investments, Financial Modeling, Securities, Financial Analysis
Education
Bentley University 1995 — 1996
Masters Certificate, Accountancy
Bentley University 1985 — 1989
Bachelor of Science, Economics and Finance
Barbara Banks Barbara Banks's Citizens Funds Experience January 2000 - January 2002
Job Human Resources Professional
Industry Nonprofit Organization Management
Experience
Jeanne Geiger Crisis Center March 2011 - Present
Jeanne Geiger Crisis Center January 2014 - June 2015
The Outsource Group March 2009 - December 2010
YWCA Greater Newburyport October 2006 - September 2008
Balanced Books March 2002 - December 2006
Citizens Funds January 2000 - January 2002
The Nature Conservancy January 1992 - January 1998
Skills
Human Resources, Budgets, Employee Relations, Customer Service, Microsoft Excel, Recruiting, Leadership, Accounting, Payroll, Microsoft Word, PowerPoint, ADP Payroll, Outlook, HRIS, QuickBooks, Benefits Administration, Management, Community Outreach, Hiring
Education
Cambridge College 1991 — 1993
M.ED, INTEGRATED STUDIES; MANAGEMENT, COUNSELING AND EDUCATION
New England College 1982 — 1986
BACHELOR OF ART, PSYCHOLOGY AND JOURNALISM
Jeanne Geiger Crisis Center March 2011 - Present
Jeanne Geiger Crisis Center January 2014 - June 2015
The Outsource Group March 2009 - December 2010
YWCA Greater Newburyport October 2006 - September 2008
Balanced Books March 2002 - December 2006
Citizens Funds January 2000 - January 2002
The Nature Conservancy January 1992 - January 1998
Skills
Human Resources, Budgets, Employee Relations, Customer Service, Microsoft Excel, Recruiting, Leadership, Accounting, Payroll, Microsoft Word, PowerPoint, ADP Payroll, Outlook, HRIS, QuickBooks, Benefits Administration, Management, Community Outreach, Hiring
Education
Cambridge College 1991 — 1993
M.ED, INTEGRATED STUDIES; MANAGEMENT, COUNSELING AND EDUCATION
New England College 1982 — 1986
BACHELOR OF ART, PSYCHOLOGY AND JOURNALISM
Susan Kelly, CAIA's Citizens Funds Experience January 2000 - August 2005
Job Director, Investment Management and Research at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network July 2014 - Present
Commonwealth Financial Network August 2008 - Present
Citizens Funds January 2000 - August 2005
Skills
Alternative Investments, Hedge Funds, Fixed Income
Education
Purdue University - Krannert School of Management 1983 — 1988
BS, Management/Finance
NYU Stern School of Business
MBA, Finance and Financial Management Services
Commonwealth Financial Network July 2014 - Present
Commonwealth Financial Network August 2008 - Present
Citizens Funds January 2000 - August 2005
Skills
Alternative Investments, Hedge Funds, Fixed Income
Education
Purdue University - Krannert School of Management 1983 — 1988
BS, Management/Finance
NYU Stern School of Business
MBA, Finance and Financial Management Services
Kaushal Joshi's Citizens Funds Experience May 1998 - September 2000
Job Director Investment Management Technology at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2008 - Present
BearingPoint 2007 - 2008
Ernst & Young October 2000 - September 2007
Capgemini 2000 - 2007
Citizens Funds May 1998 - September 2000
Skills
Financial Services, Capital Markets, Wealth Management, IT Strategy, Portfolio Management, Asset Management, Banking, Investments, Finance, Business Strategy, Business Analysis, Strategy, Private Equity, Risk Management, Strategic Partnerships, Project Management, Business Intelligence, Vendor Relationship..., Information Technology, Trading, Order Management, Analytics
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1996 — 1998
MBA, Finance
University of Mumbai 1989 — 1994
Franklin Templeton Investments March 2008 - Present
BearingPoint 2007 - 2008
Ernst & Young October 2000 - September 2007
Capgemini 2000 - 2007
Citizens Funds May 1998 - September 2000
Skills
Financial Services, Capital Markets, Wealth Management, IT Strategy, Portfolio Management, Asset Management, Banking, Investments, Finance, Business Strategy, Business Analysis, Strategy, Private Equity, Risk Management, Strategic Partnerships, Project Management, Business Intelligence, Vendor Relationship..., Information Technology, Trading, Order Management, Analytics
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1996 — 1998
MBA, Finance
University of Mumbai 1989 — 1994
Donna Harper Marsh's Citizens Funds Experience January 2000 - September 2001
Job Communications Consultant
Industry Marketing and Advertising
Experience
Pax World Funds January 2010 - April 2013
Donna Marsh Communications September 2001 - January 2010
Citizens Funds January 2000 - September 2001
Standard and Poor's Financial Communications 1997 - 1999
Fidelity Investments April 1995 - April 1998
Skills
Competitive Analysis, Market Analysis, Business Strategy, Strategic Planning, Email Marketing, Marketing Communications, Series 7, Microsoft Office, Media Relations, Direct Marketing, Editing, PowerPoint, Event Planning, Marketing Strategy, Team Leadership, Internal Communications
Education
Boston University
Indiana University of Pennsylvania
Journalism, Communications Media
Pax World Funds January 2010 - April 2013
Donna Marsh Communications September 2001 - January 2010
Citizens Funds January 2000 - September 2001
Standard and Poor's Financial Communications 1997 - 1999
Fidelity Investments April 1995 - April 1998
Skills
Competitive Analysis, Market Analysis, Business Strategy, Strategic Planning, Email Marketing, Marketing Communications, Series 7, Microsoft Office, Media Relations, Direct Marketing, Editing, PowerPoint, Event Planning, Marketing Strategy, Team Leadership, Internal Communications
Education
Boston University
Indiana University of Pennsylvania
Journalism, Communications Media
Gary DeSimone's Citizens Funds Experience 2002 - 2004
Job Marketing Director at John Hancock
Industry Financial Services
Experience
John Hancock October 2005 - Present
Natixis Global Asset Management 2004 - 2005
Citizens Funds 2002 - 2004
Funds Distributor Inc. (BISYS) 1999 - 2002
Liberty Funds Distributor 1997 - 1999
Fidelity Investments 1994 - 1997
Keystone Funds 1993 - 1994
Fidelity Investments 1990 - 1993
Skills
Marketing, Financial Services, Insurance, Retirement, Mutual Funds, Fixed Annuities, Life Insurance, Long Term Care Insurance, Retirement Planning, Marketing Strategy
Education
New England College
Bachelor's degree, Business Administration and Management, General
John Hancock October 2005 - Present
Natixis Global Asset Management 2004 - 2005
Citizens Funds 2002 - 2004
Funds Distributor Inc. (BISYS) 1999 - 2002
Liberty Funds Distributor 1997 - 1999
Fidelity Investments 1994 - 1997
Keystone Funds 1993 - 1994
Fidelity Investments 1990 - 1993
Skills
Marketing, Financial Services, Insurance, Retirement, Mutual Funds, Fixed Annuities, Life Insurance, Long Term Care Insurance, Retirement Planning, Marketing Strategy
Education
New England College
Bachelor's degree, Business Administration and Management, General
Patrick Sayers's Citizens Funds Experience January 1999 - August 2002
Job Market Research and Competitive Intelligence Professional
Industry Information Technology and Services
Experience
Kronos Incorporated, Hiring Solutions Group August 2009 - Present
Newcastle Research June 2008 - August 2009
Tier1 Research August 2006 - May 2008
Technology Business Research June 2003 - July 2006
Citizens Funds January 1999 - August 2002
Skills
Competitive Analysis, Market Research, Business Development, Strategy, Competitive Intelligence, SaaS, Cross-functional Team..., Contract Negotiation, Strategic Partnerships, Strategic Planning, Business Analysis, Financial Modeling, Analysis, Product Marketing, Consulting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2004
MBA
University of New Hampshire 1993 — 1998
BA
Kronos Incorporated, Hiring Solutions Group August 2009 - Present
Newcastle Research June 2008 - August 2009
Tier1 Research August 2006 - May 2008
Technology Business Research June 2003 - July 2006
Citizens Funds January 1999 - August 2002
Skills
Competitive Analysis, Market Research, Business Development, Strategy, Competitive Intelligence, SaaS, Cross-functional Team..., Contract Negotiation, Strategic Partnerships, Strategic Planning, Business Analysis, Financial Modeling, Analysis, Product Marketing, Consulting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2004
MBA
University of New Hampshire 1993 — 1998
BA
Patricia Stewart-Jolin's Citizens Funds Experience 1999 - 2008
Job Brokerage Investment Professional
Industry Financial Services
Experience
Vanguard September 2010 - Present
Citizens Funds 1999 - 2008
Skills
Series 7, 63 Licensed, Drawing, Painting, Photography, Sewing, Mutual Funds, Investments, Series 7, Series 63, Financial Services
Education
Moore College of Art and Design
Vanguard September 2010 - Present
Citizens Funds 1999 - 2008
Skills
Series 7, 63 Licensed, Drawing, Painting, Photography, Sewing, Mutual Funds, Investments, Series 7, Series 63, Financial Services
Education
Moore College of Art and Design
MaryAn Grandmaison's Citizens Funds Experience November 1998 - June 2003
Job Regional Health Care Associate
Industry Nonprofit Organization Management
Experience
PPNNE November 2004 - Present
Citizens Funds November 1998 - June 2003
Skills
Healthcare, Data Entry, Management, Customer Service, Fundraising, Clinical Research, Team Building, Nonprofits, Volunteer Management, Event Planning, Community Outreach, Public Speaking
Education
Harvard University 1995 — 1996
M.ED, Human Development and Psychology
Harvard University
Master's degree, Education
PPNNE November 2004 - Present
Citizens Funds November 1998 - June 2003
Skills
Healthcare, Data Entry, Management, Customer Service, Fundraising, Clinical Research, Team Building, Nonprofits, Volunteer Management, Event Planning, Community Outreach, Public Speaking
Education
Harvard University 1995 — 1996
M.ED, Human Development and Psychology
Harvard University
Master's degree, Education
Lauren Saltman's Citizens Funds Experience 1998 - 2001
Job
Industry Marketing and Advertising
Experience
Friends of the Newfields Library 2012 - Present
Main Street Art 2008 - 2011
Newfields Elementary School Parent/Teacher Organization 2006 - 2011
The Kane Company 2002 - 2003
Citizens Funds 1998 - 2001
The Meredith Corporation 1995 - 1998
Saatchi & Saatchi Advertising 1992 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, English, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Advertising, Proofreading, Copy Editing, Press Releases, Press Relations
Education
Tulane University 1988 — 1992
Bachelor of Science (BS), Sociology, Marketing
Friends of the Newfields Library 2012 - Present
Main Street Art 2008 - 2011
Newfields Elementary School Parent/Teacher Organization 2006 - 2011
The Kane Company 2002 - 2003
Citizens Funds 1998 - 2001
The Meredith Corporation 1995 - 1998
Saatchi & Saatchi Advertising 1992 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, English, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Advertising, Proofreading, Copy Editing, Press Releases, Press Relations
Education
Tulane University 1988 — 1992
Bachelor of Science (BS), Sociology, Marketing
Nathan G. Moser, CFA's Citizens Funds Experience August 2002 - January 2008
Job Portfolio Manager & Vice President at Pax World Management, LLC
Industry Investment Management
Experience
Pax World Management, LLC January 2008 - Present
Citizens Funds August 2002 - January 2008
John Hancock Investments January 2000 - August 2002
Skills
Chartered Financial..., Small Cap Portfolio..., Portfolio Management, Mutual Funds, Equities, Alternative Investments, Communication, Investment Management, Investment Strategies, Investments, Asset Management
Education
Babson College 1994 — 1998
Investments & Economics
Pax World Management, LLC January 2008 - Present
Citizens Funds August 2002 - January 2008
John Hancock Investments January 2000 - August 2002
Skills
Chartered Financial..., Small Cap Portfolio..., Portfolio Management, Mutual Funds, Equities, Alternative Investments, Communication, Investment Management, Investment Strategies, Investments, Asset Management
Education
Babson College 1994 — 1998
Investments & Economics