Coburn & Meredith, Inc.
Industry: Company
DescriptionFounded: 1934 Subsidiary: Coburn & Meredith, Inc., Asset Management Arm
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Coburn & Meredith, Inc. Employees
Employee
Years
Job
Industry
Fadi Humaid Fadi Humaid's Coburn & Meredith, Inc. Experience January 2012 - May 2012
Job Graduate from Boston University
Industry Financial Services
Experience
EY September 2013 - Present
BU Finance and Investment Club May 2012 - May 2013
BU Undergraduate Economics Association September 2011 - May 2013
Allied Minds, Inc. June 2012 - August 2012
Coburn & Meredith, Inc. January 2012 - May 2012
BU Finance and Investment Club August 2010 - May 2012
Miss Joe LTD May 2010 - August 2010
Mideast LTD April 2008 - August 2009
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Investment Valuation, PowerPoint, DCF Valuation, Comparable Analysis, Market Research, Equity Research, Equities, Investments, Competitive Analysis, Microsoft Office, Capital Markets
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration, Concentration in Finance
Boston University-College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Economics
EY September 2013 - Present
BU Finance and Investment Club May 2012 - May 2013
BU Undergraduate Economics Association September 2011 - May 2013
Allied Minds, Inc. June 2012 - August 2012
Coburn & Meredith, Inc. January 2012 - May 2012
BU Finance and Investment Club August 2010 - May 2012
Miss Joe LTD May 2010 - August 2010
Mideast LTD April 2008 - August 2009
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Investment Valuation, PowerPoint, DCF Valuation, Comparable Analysis, Market Research, Equity Research, Equities, Investments, Competitive Analysis, Microsoft Office, Capital Markets
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration, Concentration in Finance
Boston University-College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Economics
Richmon Kam's Coburn & Meredith, Inc. Experience January 2012 - April 2012
Job Associate at Rockland Capital
Industry Venture Capital & Private Equity
Experience
Rockland Capital August 2015 - Present
Citi June 2013 - June 2015
Boston University School of Management February 2013 - June 2013
Citi June 2012 - August 2012
Coburn & Meredith, Inc. January 2012 - April 2012
Boston University School of Management August 2011 - December 2011
Investors Capital June 2011 - August 2011
New Generation Lighting May 2010 - August 2011
Intergenerational Literacy Project September 2010 - June 2011
Skills
PowerPoint, Microsoft Excel, Research, Financial Modeling, Financial Analysis
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance, Graduated Summa Cum Laude
Rockland Capital August 2015 - Present
Citi June 2013 - June 2015
Boston University School of Management February 2013 - June 2013
Citi June 2012 - August 2012
Coburn & Meredith, Inc. January 2012 - April 2012
Boston University School of Management August 2011 - December 2011
Investors Capital June 2011 - August 2011
New Generation Lighting May 2010 - August 2011
Intergenerational Literacy Project September 2010 - June 2011
Skills
PowerPoint, Microsoft Excel, Research, Financial Modeling, Financial Analysis
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance, Graduated Summa Cum Laude
Edward Swibold Edward Swibold's Coburn & Meredith, Inc. Experience March 2004 - October 2004
Job Senior Financial & Health Care Professional
Industry Individual & Family Services
Experience
Department of Social Services, State of Connecticut December 2006 - August 2014
Wachovia Securities Financial Network October 2004 - December 2005
Coburn & Meredith, Inc. March 2004 - October 2004
A.G. Edwards & Sons, Inc. September 2002 - March 2004
Merrill Lynch April 1999 - September 2002
Paine Webber August 1998 - April 1999
Skills
Strategic Planning, Team Building, Leadership, Customer Service, Natural liaison, Creative problem solver, Cross-functional Team..., Lasting relationship..., Relationship Management, Medicaid, Medicare, Long-term Care, Mentoring, Developing efficiences..., Conflict Resolution, Financial Services, Life Insurance, Process Improvement, Marketing, Retirement Planning, Nonprofits, Management, Consulting, Insurance, Investments, Leadership Development, Financial Planning, Portfolio Management, Negotiation, Proficient in both PC &..., Proficient with Word,...
Education
Central Connecticut State University 1981 — 1984
Bachelor's degree
The College of Wooster 1980 — 1981
Salisbury School, Salisbury Connecticut 1977 — 1980
Six sigma
Department of Social Services, State of Connecticut December 2006 - August 2014
Wachovia Securities Financial Network October 2004 - December 2005
Coburn & Meredith, Inc. March 2004 - October 2004
A.G. Edwards & Sons, Inc. September 2002 - March 2004
Merrill Lynch April 1999 - September 2002
Paine Webber August 1998 - April 1999
Skills
Strategic Planning, Team Building, Leadership, Customer Service, Natural liaison, Creative problem solver, Cross-functional Team..., Lasting relationship..., Relationship Management, Medicaid, Medicare, Long-term Care, Mentoring, Developing efficiences..., Conflict Resolution, Financial Services, Life Insurance, Process Improvement, Marketing, Retirement Planning, Nonprofits, Management, Consulting, Insurance, Investments, Leadership Development, Financial Planning, Portfolio Management, Negotiation, Proficient in both PC &..., Proficient with Word,...
Education
Central Connecticut State University 1981 — 1984
Bachelor's degree
The College of Wooster 1980 — 1981
Salisbury School, Salisbury Connecticut 1977 — 1980
Six sigma
Kristina Georgieva Kristina Georgieva's Coburn & Meredith, Inc. Experience February 2011 - April 2011
Job Project Manager
Industry Computer Software
Experience
Netage Solutions September 2012 - Present
Brown Brothers Harriman March 2012 - September 2012
Coburn & Meredith, Inc. February 2011 - April 2011
Metro Cash and Carry October 2009 - September 2010
Grant Thornton LLP August 2008 - October 2009
Sofia University St. Kliment Ohridski February 2007 - July 2008
SOMONI Financial Group February 2008 - June 2008
Industrial Holding Bulgaria Plc September 2007 - December 2007
SOCIETE GENERALE Expressbank July 2006 - August 2006
SOCIETE GENERALE Expressbank July 2005 - August 2005
Skills
Bloomberg, Factset, PowerPoint, SQL, SPSS, SAS, Financial Analysis, Financial Reporting, Budgeting, Financial Modeling, Financial Markets, Equity Research, Equity Valuation, Screening, DDM, DCF, Relative Value, Valuation, Quantitative Analysis, Quantitative Analytics, Microsoft Excel, Black-Scholes, Corporate Finance, Budgets, Economics, VBA, Business Valuation, Management, Finance, Fixed Income, Project Management
Education
Bentley University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, Cumulative GPA: 4.0
Bentley University 2010 — 2012
Master of Science (M.Sc.), Finance
Sofia University St. Kliment Ohridski 2008 — 2010
Master of Science (M.Sc.), Finance and Banking
Sofia University St. Kliment Ohridski 2004 — 2008
Bachelor of Science (B.Sc.), Economics
Netage Solutions September 2012 - Present
Brown Brothers Harriman March 2012 - September 2012
Coburn & Meredith, Inc. February 2011 - April 2011
Metro Cash and Carry October 2009 - September 2010
Grant Thornton LLP August 2008 - October 2009
Sofia University St. Kliment Ohridski February 2007 - July 2008
SOMONI Financial Group February 2008 - June 2008
Industrial Holding Bulgaria Plc September 2007 - December 2007
SOCIETE GENERALE Expressbank July 2006 - August 2006
SOCIETE GENERALE Expressbank July 2005 - August 2005
Skills
Bloomberg, Factset, PowerPoint, SQL, SPSS, SAS, Financial Analysis, Financial Reporting, Budgeting, Financial Modeling, Financial Markets, Equity Research, Equity Valuation, Screening, DDM, DCF, Relative Value, Valuation, Quantitative Analysis, Quantitative Analytics, Microsoft Excel, Black-Scholes, Corporate Finance, Budgets, Economics, VBA, Business Valuation, Management, Finance, Fixed Income, Project Management
Education
Bentley University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, Cumulative GPA: 4.0
Bentley University 2010 — 2012
Master of Science (M.Sc.), Finance
Sofia University St. Kliment Ohridski 2008 — 2010
Master of Science (M.Sc.), Finance and Banking
Sofia University St. Kliment Ohridski 2004 — 2008
Bachelor of Science (B.Sc.), Economics
Ricardo Garcia Figueiredo's Coburn & Meredith, Inc. Experience September 2013 - December 2013
Job Operations Management and Finance Concentrator at Boston University's Questrom School of Business
Industry Higher Education
Experience
PwC June 2015 - August 2015
PwC May 2014 - August 2014
Boston University Questrom School of Business January 2014 - May 2014
Coburn & Meredith, Inc. September 2013 - December 2013
Skills
Microsoft Office, PowerPoint, Finance, Google Docs, Facebook, Microsoft Word, Access, Microsoft Excel, English, Spanish, Data Analysis, Market Research, Market Analysis, Porter's Five Forces, Industry Analysis, Economics, Public Speaking, Teamwork, Microsoft PowerPoint
Education
Boston University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Operations Management
Harvard Extension School 2015 — 2015
Business Analysis & Valuation, A
PwC June 2015 - August 2015
PwC May 2014 - August 2014
Boston University Questrom School of Business January 2014 - May 2014
Coburn & Meredith, Inc. September 2013 - December 2013
Skills
Microsoft Office, PowerPoint, Finance, Google Docs, Facebook, Microsoft Word, Access, Microsoft Excel, English, Spanish, Data Analysis, Market Research, Market Analysis, Porter's Five Forces, Industry Analysis, Economics, Public Speaking, Teamwork, Microsoft PowerPoint
Education
Boston University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Operations Management
Harvard Extension School 2015 — 2015
Business Analysis & Valuation, A
Graham Chevry Graham Chevry's Coburn & Meredith, Inc. Experience November 2004 - Present
Job Senior Vice President Investments at Coburn and Meredith,Inc
Industry Financial Services
Experience
Coburn & Meredith, Inc. November 2004 - Present
Merrill Lynch March 1997 - October 2004
Skills
Wealth Management, Alternative Investments, Series 7, Securities, Financial Planning, Retirement Planning, Investments, Wealth, Mutual Funds, Asset Allocation, Series 65, Series 63, Investment Advisory, Portfolio Management, Fixed Income, Financial Services, Capital Markets, Equities, Wealth Management..., Financial Markets, Asset Management, Hedge Funds, ETFs, Strategic Financial..., Financial Planners, Uniform Combined State..., Notary Public, Derivatives, Bloomberg
Education
UMass Dartmouth 1991 — 1995
Bachelor of Science, Sociology Degree
Coburn & Meredith, Inc. November 2004 - Present
Merrill Lynch March 1997 - October 2004
Skills
Wealth Management, Alternative Investments, Series 7, Securities, Financial Planning, Retirement Planning, Investments, Wealth, Mutual Funds, Asset Allocation, Series 65, Series 63, Investment Advisory, Portfolio Management, Fixed Income, Financial Services, Capital Markets, Equities, Wealth Management..., Financial Markets, Asset Management, Hedge Funds, ETFs, Strategic Financial..., Financial Planners, Uniform Combined State..., Notary Public, Derivatives, Bloomberg
Education
UMass Dartmouth 1991 — 1995
Bachelor of Science, Sociology Degree
Paul DiIanni's Coburn & Meredith, Inc. Experience July 1999 - June 2002
Job Senior Vice President Investment Officer at R&D Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Salomon Smith Barney February 2006 - January 2009
Legg Mason June 2002 - February 2006
Coburn & Meredith, Inc. July 1999 - June 2002
Education
Vassar College 1984 — 1988
Boston University Questrom School of Business
MBA, Investment Management
Wells Fargo Advisors, LLC January 2009 - Present
Salomon Smith Barney February 2006 - January 2009
Legg Mason June 2002 - February 2006
Coburn & Meredith, Inc. July 1999 - June 2002
Education
Vassar College 1984 — 1988
Boston University Questrom School of Business
MBA, Investment Management
Matthew Doucette's Coburn & Meredith, Inc. Experience September 2006 - December 2006
Job Client Solutions Group at Natixis Global Asset Management
Industry Investment Banking
Experience
Natixis Global Asset Management June 2012 - Present
Natixis Global Asset Management March 2010 - June 2012
Centinel Financial Group, LLC May 2006 - March 2010
Coburn & Meredith, Inc. September 2006 - December 2006
Merrill Lynch September 2005 - December 2005
Skills
Asset Allocation, Fixed Income, Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Financial Markets, Series 63, Securities
Education
Curry College 2002 — 2006
Finance and Entrepreneurship
Natixis Global Asset Management June 2012 - Present
Natixis Global Asset Management March 2010 - June 2012
Centinel Financial Group, LLC May 2006 - March 2010
Coburn & Meredith, Inc. September 2006 - December 2006
Merrill Lynch September 2005 - December 2005
Skills
Asset Allocation, Fixed Income, Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Financial Markets, Series 63, Securities
Education
Curry College 2002 — 2006
Finance and Entrepreneurship
L. Lloyd Mullings Jr's Coburn & Meredith, Inc. Experience May 2011 - August 2011
Job J.D. Candidate at Boston College Law School
Industry Law Practice
Experience
United States Army Reserve October 2013 - Present
iHeartMedia March 2015 - August 2015
Ernst & Young September 2012 - February 2015
Argopoint LLC June 2012 - June 2012
Boston University Internal Audit September 2010 - May 2012
Boston University Feld Career Center August 2010 - May 2012
Coburn & Meredith, Inc. May 2011 - August 2011
Boston University Athletics May 2011 - August 2011
Merrill Lynch March 2011 - May 2011
Boston University Center for English Language and Orientation Programs September 2009 - December 2010
Skills
Research, Accounting, Data Analysis, Career Counseling, Financial Analysis, Event Planning, PowerPoint, Microsoft Office, Leadership, Financial Modeling, Editing, Auditing, Microsoft Excel, Event Management, Presentations, Microsoft Word, Policy Analysis, Online Research, Risk Analysis, Student Counseling, Internal Audit, Procedural Analysis, Financial Research, Regulatory Analysis
Education
Boston College Law School 2015 — 2018
Juris Doctor (J.D.)
Boston University - Questrom School of Business 2008 — 2012
Bachelors of Science, Business Administration
Army Logistics University, United States Army 2014 — 2014
Officer Candidate School, United States Army 2014 — 2014
Basic Combat Training, United States Army 2013 — 2014
Lawrence Senior High School 2004 — 2008
United States Army Reserve October 2013 - Present
iHeartMedia March 2015 - August 2015
Ernst & Young September 2012 - February 2015
Argopoint LLC June 2012 - June 2012
Boston University Internal Audit September 2010 - May 2012
Boston University Feld Career Center August 2010 - May 2012
Coburn & Meredith, Inc. May 2011 - August 2011
Boston University Athletics May 2011 - August 2011
Merrill Lynch March 2011 - May 2011
Boston University Center for English Language and Orientation Programs September 2009 - December 2010
Skills
Research, Accounting, Data Analysis, Career Counseling, Financial Analysis, Event Planning, PowerPoint, Microsoft Office, Leadership, Financial Modeling, Editing, Auditing, Microsoft Excel, Event Management, Presentations, Microsoft Word, Policy Analysis, Online Research, Risk Analysis, Student Counseling, Internal Audit, Procedural Analysis, Financial Research, Regulatory Analysis
Education
Boston College Law School 2015 — 2018
Juris Doctor (J.D.)
Boston University - Questrom School of Business 2008 — 2012
Bachelors of Science, Business Administration
Army Logistics University, United States Army 2014 — 2014
Officer Candidate School, United States Army 2014 — 2014
Basic Combat Training, United States Army 2013 — 2014
Lawrence Senior High School 2004 — 2008
Bob Conaty's Coburn & Meredith, Inc. Experience 2005 - Present
Job Vice President Wealth Management at Coburn & Meredith, Inc. Established 1934
Industry Financial Services
Experience
Coburn & Meredith, Inc. 2005 - Present
Wachovia Securities November 2001 - May 2005
Morgan Stanley March 1988 - November 2001
Skills
Financial Services, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Securities, Finance, Management, Strategic Planning, Retirement, IRAs, Business Development, Risk Management, Wealth Management, Alternative Investments
Education
Johnson State College 1979 — 1983
Coburn & Meredith, Inc. 2005 - Present
Wachovia Securities November 2001 - May 2005
Morgan Stanley March 1988 - November 2001
Skills
Financial Services, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Securities, Finance, Management, Strategic Planning, Retirement, IRAs, Business Development, Risk Management, Wealth Management, Alternative Investments
Education
Johnson State College 1979 — 1983
Margaret Lam's Coburn & Meredith, Inc. Experience September 2007 - May 2008
Job Liberty International at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance August 2013 - Present
Deloitte September 2010 - July 2013
State Street Bank June 2008 - August 2008
Coburn & Meredith, Inc. September 2007 - May 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Financial Reporting, Internal Controls, Data Analysis, Auditing, Accounting, US GAAP, Corporate Finance, Finance, Analysis, Microsoft Office, PowerPoint, Research
Education
Boston University Questrom School of Business
Bachelor of Science in Business Administration
Boston Latin School
Liberty Mutual Insurance August 2013 - Present
Deloitte September 2010 - July 2013
State Street Bank June 2008 - August 2008
Coburn & Meredith, Inc. September 2007 - May 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Financial Reporting, Internal Controls, Data Analysis, Auditing, Accounting, US GAAP, Corporate Finance, Finance, Analysis, Microsoft Office, PowerPoint, Research
Education
Boston University Questrom School of Business
Bachelor of Science in Business Administration
Boston Latin School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY