Colonial Management Associates

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Colonial Management Associates Employees

Employee
Years
Job
Industry
Susan Singer Susan Singer Waltham, Massachusetts Details
Susan Singer's Colonial Management Associates Experience December 1994 - December 1996
Job Executive Assistant to the CEO at FORUM Pharmaceuticals
Industry Biotechnology
Experience
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

Ben Lasher Ben Lasher Greater Boston Area Details
Ben Lasher's Colonial Management Associates Experience 1994 - 1999
Job Director Infrastructure Services at Tufts Health Plan
Industry Information Technology and Services
Experience
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

Ron Egalka Ron Egalka Boston, Massachusetts Details
Ron Egalka's Colonial Management Associates Experience February 1981 - October 1983
Job President & Chief Investment Officer
Industry Financial Services
Experience
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

William Hill, CFA William Hill, CFA Greater Boston Area Details
William Hill, CFA's Colonial Management Associates Experience November 1996 - June 1999
Job Financial Services Professional
Industry Financial Services
Experience
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

Rick Pitten, CFA Rick Pitten, CFA Greater Boston Area Details
Rick Pitten, CFA's Colonial Management Associates Experience 1988 - 1996
Job Senior Quantitative Analyst at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
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

Adam Apt Adam Apt Greater Boston Area Details
Adam Apt's Colonial Management Associates Experience May 1997 - June 1999
Job Manager of Peabody River Asset Management, LLC
Industry Investment Management
Experience
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

Patti Newman Patti Newman Greater Boston Area Details
Patti Newman's Colonial Management Associates Experience 1979 - 1986
Job Sales / Web Order Administrator at TomTom
Industry Electrical/Electronic Manufacturing
Experience
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

Sue (DiBona) Marshall - Realtor Sue (DiBona) Marshall - Realtor Greater Boston Area Details
Sue (DiBona) Marshall - Realtor's Colonial Management Associates Experience 1986 - 1988
Job Professional Realtor at Keller Williams Realty Foxboro / North Attleboro
Industry Real Estate
Experience
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

Glen Peterson Glen Peterson Greenville, South Carolina Area Details
Glen Peterson's Colonial Management Associates Experience September 1992 - April 1996
Job Chief Technical Officer
Industry Computer Software
Experience
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

Rakesh Bajaj Rakesh Bajaj Greater Boston Area Details
Rakesh Bajaj's Colonial Management Associates Experience 1992 - 1997
Job Senior Program Manager at IBM
Industry Computer Software
Experience
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

Joe Archer Joe Archer Las Vegas, Nevada Area Details
Joe Archer's Colonial Management Associates Experience 1985 - 2000
Job Director, IT at Victorville Community Hospital
Industry Financial Services
Experience
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

Ashish Lagwankar Ashish Lagwankar Greater Boston Area Details
Ashish Lagwankar's Colonial Management Associates Experience 1993 - 1997
Job Director, Architecture
Industry Computer Software
Experience
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

Scott Gentry Scott Gentry Greater New York City Area Details
Scott Gentry's Colonial Management Associates Experience July 1993 - June 1994
Job
Industry Nonprofit Organization Management
Experience
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

Dana Judge Dana Judge Greater Boston Area Details
Dana Judge's Colonial Management Associates Experience April 1992 - July 1995
Job Senior Director, Brand Marketing at Nuance Communications
Industry Marketing and Advertising
Experience
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

Nancy C Pino Nancy C Pino Greater Boston Area Details
Nancy C Pino's Colonial Management Associates Experience June 1993 - October 1997
Job Legal Secretary at Goodwin Procter LLP
Industry Law Practice
Experience
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

Michael Koonce Michael Koonce Greater Boston Area Details
Michael Koonce's Colonial Management Associates Experience 1992 - 1998
Job Managing Counsel at Wells Fargo
Industry Financial Services
Experience
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

Susan McGarry Marshall Susan McGarry Marshall Greater Boston Area Details
Susan McGarry Marshall's Colonial Management Associates Experience 1989 - 1991
Job Director, Digital Product at Voya Financial
Industry Investment Management
Experience
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

Myles Brooker Myles Brooker Cleveland/Akron, Ohio Area Details
Myles Brooker's Colonial Management Associates Experience June 1992 - January 1995
Job Finance Assistant at Beech Brook
Industry Nonprofit Organization Management
Experience
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

Charu Shintre Charu Shintre Greater St. Louis Area Details
Charu Shintre's Colonial Management Associates Experience November 1995 - June 1999
Job Product Development Coordinator Finance at MS Govern
Industry Information Technology and Services
Experience
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

Lorraine Muir Lorraine Muir Hartford, Connecticut Area Details
Lorraine Muir's Colonial Management Associates Experience June 1990 - July 1997
Job Administrative Assistant at Hartford Investment Management
Industry Investment Management
Experience
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