Colonial Management Associates
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Colonial Management Associates Employees
FORUM Pharmaceuticals June 2015 - Present
Radcliffe Institute for Advanced Study at Harvard University January 2012 - February 2015
Harvard University September 2010 - January 2012
Reebok September 2010 - September 2011
Colonial Management Associates, Inc December 1996 - December 1998
Colonial Management Associates December 1994 - December 1996
American Express Group Travel Management Services October 1990 - December 1994
Skills
Marketing Strategy, Program Management, Budgets, New Business Development, Public Speaking, Project Planning, Marketing, Social Media, Negotiation, Project Management, Event Planning
Education
Bentley University 1986 — 1990
Bachelor of Science (BS), Marketing
Bentley University
Bachelor of Science, Marketing
Tufts Health Plan May 2010 - Present
Aramark Uniform and Career Apparel May 2005 - January 2009
Analog Devices 1999 - 2005
Colonial Management Associates 1994 - 1999
Digital Equipment Corporation 1983 - 1994
Raytheon Missile Systems 1981 - 1983
Education
Union College 1977 — 1981
BS Math/Computer Science, Math, Computer Science, Classics
Noble and Greenough School 1971 — 1977
Rampart Investment Management October 2015 - Present
Rampart Investment Management September 1983 - Present
Colonial Management Associates February 1981 - October 1983
The Boston Company, Inc. February 1973 - January 1981
Skills
Alternative Investments, Hedge Funds, Investment Management, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Equities, Securities, Asset Management, Valuation, Fixed Income, Asset Managment, Bonds, Business Strategy, Derivatives, Equity Research, Financial Analysis, Financial Markets, Marketing Strategy, Options, Series 7, Trading, Wealth Management
Education
Harvard Business School 1999 — 2001
OPM 2001
Boston University - School of Management 1966 — 1970
Bachelor of Science (BS), International Business
The PrinceRidge Group 2011 - 2011
Credit Suisse August 1999 - October 2010
Colonial Management Associates November 1996 - June 1999
Putnam Investments July 1991 - October 1996
Skills
Structured Products, ABS, Securitization, Investments, Capital Markets, CDO, Investment Management, CMBS, Fixed Income Analysis, Fixed Income Portfolio..., RMBS, Mutual Funds, Chartered Financial..., Real Estate, Investment Strategies, Microsoft Excel, Bloomberg, PowerPoint, Intex, Microsoft Word
Education
University of Chicago Graduate School of Business 1989 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance
Harvard College 1981 — 1985
Bachelor of Arts (B.A.), English
Columbia Threadneedle Investments, US November 2014 - Present
Columbia Management January 2009 - Present
Columbia Management June 1996 - Present
Liberty Financial 1995 - 2001
Colonial Management Associates 1988 - 1996
Colonial Management 1988 - 1996
Skills
Equities, Bloomberg, Quantitative Research, Equity Research, Alternative Investments, Asset Managment, Asset Management
Education
Northeastern University - Graduate School of Business Administration 1992 — 1996
Master of Business Administration (MBA)
Bowling Green State University 1982 — 1986
BS BA, Business
Peabody River Asset Management, LLC February 2007 - Present
LTSave, Inc. May 2002 - June 2008
Customer Dialogue Systems October 2000 - April 2002
Asset Sciences, Inc. 1999 - October 2000
Colonial Management Associates May 1997 - June 1999
Northfield Information Services 1993 - May 1997
Skills
Wealth Management, Books, Maps, Portfolio Management, Asset Managment, Asset Allocation, Equities, Fixed Income, Investments, Portfolio Optimization, Investment Strategies
Education
The University of Chicago - Booth School of Business 1984 — 1986
MBA
University of Oxford 1977 — 1982
D Phil, Modern History
Amherst College 1973 — 1977
BA, Astronomy
Belmont High School 1970 — 1973
TomTom July 2010 - Present
MIT Sloan School of Management February 2010 - May 2010
MIT Sloan School of Management December 1996 - January 2010
McLean Hospital November 1990 - December 1996
Waverley Family Day Care March 1988 - September 1990
Colonial Management Associates 1979 - 1986
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, SAP, Adobe Acrobat, Outlook, Visio, Management, PowerPoint, Newsletters, Process Improvement, Salesforce.com, E-commerce, Microsoft Office, CRM, Sales, Time Management, Customer Satisfaction, Marketing, Product Marketing
Education
Middlesex Community College 2009 — 2010
Office Systems and Administration
Northeastern University 1985 — 1986
Business Administration
Massachusetts Bay Community College 1974 — 1976
Business Management and Secretarial Science
Lexington High School 1970 — 1974
Keller Williams Realty - Foxboro / North Attleboro December 2014 - Present
Success! Real Estate December 2013 - December 2014
Boston Financial Data Services May 1998 - January 2011
Colonial Management Associates 1986 - 1988
Skills
Project Management, Real Estate, Leadership, Operations Management, Vendor Management, Business Analysis, Process Improvement, Customer Service, Sales, Access, Loss Mitigation, Financial Services, Program Management, Risk Management, Analysis, Condos, CRM, Management, Networking, Banking, Call Centers, Contract Negotiation, Team Building, SDLC, Mergers & Acquisitions, Visio, Team Leadership, Project Planning, Software Documentation, Business Process..., Customer Relations
Education
Boston University 2009 — 2009
Project Management Certificate
Quincy College 1981 — 1983
PlanBase Inc. September 2006 - Present
Fidelity Investments August 2000 - August 2006
Self Employed July 1999 - August 2000
ATI Technologies Inc. January 1998 - June 1999
Spacetec IMC May 1996 - January 1998
Colonial Management Associates September 1992 - April 1996
Skills
Tomcat, Java, Bash, AJAX, JavaScript, Hibernate, Web Application Design, Perl, SQL, Database Design, HTML, Linux, Software Development, CSS, Open Source, Databases, Software Design, JDBC, Struts, Human Factors, Photography, Web Application Security, MySQL, Scala, Photoshop, JSP, Programming, REST, music, functional programming, object oriented..., Regular Expressions, HTTP, Linux server..., Technical Presentations, Technical Documentation, IT Security Policies, Clojure, Community Organizing, Web Applications, Git, Web Development
Education
Berklee College of Music 1989 — 2006
BA, Music Composition
Rensselaer Polytechnic Institute
University of South Carolina Upstate
Calculus II, Grade: A
IBM August 1999 - Present
Verizon 1997 - 1999
Colonial Management Associates 1992 - 1997
Syntel 1989 - 1992
Tata Consultancy Services 1986 - 1989
Skills
Program Management, Software Project..., Business Process..., Project Portfolio..., Resource Management, Management, Requirements Analysis, Project Management, IT Strategy, Integration, Requirements Gathering, Budget Management, Team Building, Communication, Virtual Teams, Multi-cultural Team..., Product Development, Cloud Computing, saas, Web Development, Databases, SAP, Negotiation, Agile Project Management, Agile Methodologies, E-business
Education
Northeastern University 1993 — 1996
Master’s Degree, Computer Science
Birla Institute of Technology and Science, Pilani 1982 — 1986
BE Hons, Electrical & Electronics
Victorville Community Hospital January 2009 - Present
Avalon Properties May 2002 - January 2009
Merrill Lynch September 2000 - May 2002
Liberty Financial 1985 - 2000
Liberty Funds Group 1985 - 2000
Columbia Management Group/Liberty Fund Services/Bank of America 1985 - 2000
Colonial Management Associates 1985 - 2000
Education
Indiana University—Purdue University Fort Wayne 1971 — 1974
Mercer April 2008 - Present
Fidelity Investments April 2001 - December 2007
Fidelity Investments April 2001 - December 2007
S. K. Data 1997 - 2001
Colonial Management Associates 1993 - 1997
Syntel 1989 - 1993
Rolta India Limited 1987 - 1988
Skills
Solution Architecture, Enterprise Architecture, Six Sigma, PMP, UML, SOA, OOAD, Technical Leadership, Agile, Agile Project Management, System Architecture, Application Development, IT Strategy, Integration, Software Development, Vendor Management, J2EE, Enterprise Content..., Application Architecture, Capacity Planning, Business Process Design, Enterprise Software, Software Project..., Scrum, Web Services, Cloud Computing, Architecture, Websphere, .NET, WCF, Spring, iBatis, Hibernate, Documentum, Waterfall, Software Development..., Requirements Gathering, IT Management, Offshoring, Solution Design, EAI, Database Design, Requirements Analysis, Business Analysis, Rational Rose, Virtualization, Load Testing, Oracle, Visual C#, Java
Education
Boston University 1993 — 1997
M.S., Computer Science
K J Somaiya College of Engineering 1983 — 1987
BE, Electronics
Thana College 1980 — 1982
SES High School 1968 — 1980
Boys & Girls Village March 2015 - Present
Norwalk Community College Foundation October 2013 - December 2014
SG Consulting September 2009 - October 2013
Lancaster County Community Foundation February 2007 - June 2008
WITF, Inc. September 2005 - June 2006
The Foundation for Enhancing Communities June 2003 - September 2005
WITF, Inc. June 1998 - June 2003
EF Foundation for Foreign Study November 1995 - October 1997
EF Foundation for Foreign Study June 1994 - November 1995
Colonial Management Associates July 1993 - June 1994
Education
Penn State University 2007 — 2009
MBA, Smeal College of Business
Dartmouth College 1984 — 1988
BA, Government, Policy Studies
Colégio Santo Agostinho 1983 — 1984
Post-high school, Rotary International Youth Exchange Program
Nuance Communications November 2012 - Present
Hewlett-Packard October 2009 - November 2012
Hewlett-Packard November 2008 - October 2009
Hewlett-Packard November 2005 - August 2008
Hewlett-Packard April 2002 - November 2005
Compaq Financial Services March 1998 - April 2002
AT&T July 1995 - March 1998
Colonial Management Associates April 1992 - July 1995
State Street 1985 - 1990
Skills
Strategy, Marketing Communications, Digital Marketing, Strategic Communications, Marketing, Corporate Communications, Marketing Strategy, CRM, Internal Communications, Digital Media, Market Research, Management, Media Relations, Public Relations, Business Strategy, Branding & Identity, Change Management, Direct Marketing, Brand Management, Mobile Marketing, Leadership, Product Marketing, Thought Leadership, Marketing Management
Education
Boston University 1981 — 1985
BS
Goodwin Procter LLP February 2005 - Present
Testa, Hurwitz & Thibeault, LLP June 2001 - February 2005
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP September 2000 - June 2001
DeWolfe Mortgage Services, Inc October 1997 - September 2000
Colonial Management Associates June 1993 - October 1997
Nutter, McClennen & Fish, LLP September 1990 - June 1993
Home Owners Savings Bank F.S.B. October 1986 - September 1990
Education
Bentley University
Paralegal Certificate Program
Bunker Hill Community College
Liberal Arts
Wells Fargo 2009 - Present
Evergreen Investments 1998 - 2008
Wachovia Corporation 1998 - 2008
Liberty Financial 1995 - 1998
Colonial Management Associates 1992 - 1998
Ropes & Gray 1988 - 1992
Skills
Securities, Mutual Funds, Corporate Governance, Securities Regulation, Asset Managment, Hedge Funds, FINRA, Due Diligence, Investment Management, Investments, Financial Services, Mergers, Private Equity, Capital Markets, Risk Management, Corporate Law, Mergers & Acquisitions, Asset Management, Alternative Investments, AML, Equities, Financial Regulation, Investment Advisory
Education
Northeastern University School of Law 1984 — 1987
JD, Law
Colby College 1978 — 1982
BA, Economics, Administrative Science
Voya Financial August 2015 - Present
Fidelity Investments March 2010 - July 2015
Fidelity Investments 2006 - March 2010
Fidelity Investments 2000 - 2006
Fidelity Investments 1995 - 2000
John Hancock 1992 - 1995
John Hancock 1991 - 1992
Colonial Management Associates 1989 - 1991
Skills
Team Leadership, Series 7, Product Management, Program Management, New Business Development, 401k, 403 b, Sales Operations, CRM, Strategy, Training, Sales Management, Leadership, Financial Services, Salesforce.com, Mutual Funds, Competitive Analysis, Series 63, Cross-functional Team..., Process Improvement, Business Process...
Education
Babson College - Franklin W. Olin Graduate School of Business
attended, MBA
University of California, Davis
Bachelor of Arts, Economics
Beech Brook April 2014 - Present
Dresser-Rand April 2012 - October 2013
Winter Wyman Financial Contracting December 2010 - April 2012
Intergen Services September 2006 - October 2010
Winter Wyman April 2005 - August 2006
Excel Switching - Alcatel-Lucent February 1999 - February 2005
CAS May 1997 - October 1998
Nutter McClennen & Fish LLP July 1995 - January 1997
Colonial Management Associates June 1992 - January 1995
The MENTOR Network September 1989 - June 1992
Skills
Accounting, Payroll, Financial Accounting, Financial Analysis, Analysis, Process Improvement, Financial Statements, Forecasting, Microsoft Office, Microsoft Excel, Bank Reconciliation, Fixed Assets, JD Edwards, Budget, US GAAP, Oracle E-Business Suite, Sage MAS200, MS Excel Pivot Tables, ADP Payroll, Great Plains Software, QuickBooks, Lotus 123
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2006
Master of Business Administration (M.B.A.), 3.78
Northeastern University 1996 — 1996
Certificate, Payroll Administration, 4.00
Suffolk University - Sawyer School of Management 1993 — 1996
BSBA, Accounting, 3.80
Kent State University 1983 — 1989
none, Math, Accounting
Harris Computer Systems MS Govern Division January 2006 - Present
Government E-Management Solutions (GEMS) January 2001 - December 2005
Systems Consultants Inc. November 1999 - December 2000
Colonial Management Associates November 1995 - June 1999
Syntel December 1994 - October 1995
Tata Consultancy Services December 1986 - November 1994
DCM Data Products August 1983 - November 1986
Skills
Integration, Software Project..., Software Development, Enterprise Software, Business Process, Software Implementation, Requirements Analysis, IT Strategy, Product Development, Business Analysis, Business Intelligence, Program Management, Agile Methodologies, SDLC, Microsoft SQL Server, Requirements Gathering
Education
XLRI Jamshedpur 1981 — 1983
MBA, FINANCE, SYSTEMS
Delhi College of Engineering 1975 — 1980
BSC ENGG, ELECTRICAL ENGINEERING
Delhi Public School
Hartford Investment Management July 1997 - Present
Colonial Management Associates June 1990 - July 1997
Skills
Access, Mutual Funds, PowerPoint, Microsoft Excel, Team Leadership, Adobe Acrobat, PeopleSoft, Microsoft Office, SharePoint, Visio, Fundraising, Outlook, Customer Service, Analysis, Bloomberg, Lotus Notes, Risk Management, Asset Management, Microsoft Word, Management
Education
Bay State College 1988 — 1990
Associate's degree, Legal Secretarial
Bielefield Elementary