Cutter Associates
Description
Address: 25 Recreation Park Dr #202, Hingham, MA 02043 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (339) 469-0600: : Place name: : : : Category: Website: : Website: http://www.cutterassociates.com/ Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 11 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cutter Associates Posting publicly on the Web Write a review Reviews Be the first to review
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Cutter Associates Employees
Employee
Years
Job
Industry
John Melody John Melody's Cutter Associates Experience February 2008 - Present
Job Comprehensive Editing and Information Design
Industry Financial Services
Experience
Cutter Associates February 2008 - Present
Cantata Technology 2004 - 2007
Lucent Technologies 2002 - 2004
Excel Switching 1998 - February 2002
Skills
Adobe Acrobat, Editing, Technical Writing, Press Releases, Web Content, Content Management, PowerPoint, Visio, Photoshop, SnagIt, InDesign, FrameMaker, Electronic Media, Software Documentation, SEO, Marketing, Information Design, Email Marketing, Technical Communication, Microsoft Excel, Online Help, RoboHelp, Manuals, Technical Documentation, Dreamweaver, Research, Proposal Writing, Copywriting, Creative Writing, Creative Writer, Investment Compliance, Blogging, Advertising, Social Media, User Experience, White Papers, Management, Internal Communications, Adobe Creative Suite, Interviews, Case Studies, Salesforce.com, RFP, Product Management, Financial Services, Media Relations, Google Analytics, Market Research, Corporate Communications, Investment Performance
Education
Northeastern University 1993 — 1995
Masters degree
Northeastern University
Master's degree, Professional Writing
Cutter Associates February 2008 - Present
Cantata Technology 2004 - 2007
Lucent Technologies 2002 - 2004
Excel Switching 1998 - February 2002
Skills
Adobe Acrobat, Editing, Technical Writing, Press Releases, Web Content, Content Management, PowerPoint, Visio, Photoshop, SnagIt, InDesign, FrameMaker, Electronic Media, Software Documentation, SEO, Marketing, Information Design, Email Marketing, Technical Communication, Microsoft Excel, Online Help, RoboHelp, Manuals, Technical Documentation, Dreamweaver, Research, Proposal Writing, Copywriting, Creative Writing, Creative Writer, Investment Compliance, Blogging, Advertising, Social Media, User Experience, White Papers, Management, Internal Communications, Adobe Creative Suite, Interviews, Case Studies, Salesforce.com, RFP, Product Management, Financial Services, Media Relations, Google Analytics, Market Research, Corporate Communications, Investment Performance
Education
Northeastern University 1993 — 1995
Masters degree
Northeastern University
Master's degree, Professional Writing
Phil Orlando Phil Orlando's Cutter Associates Experience August 2013 - Present
Job Consultant at Cutter Associates
Industry Financial Services
Experience
Cutter Associates August 2013 - Present
State Street August 2012 - August 2013
State Street August 2010 - August 2012
State Street June 2008 - August 2010
State Street June 2007 - June 2008
Northwestern Mutual April 2006 - August 2006
Skills
ETFs, Equities, Business Analysis, Project Management, Supervision, Presentations, Training, Career Development..., Process Improvement, Requirement..., Microsoft Excel, PowerPoint, Superior Client Service, Mutual Funds, Operational Risk..., Fund Accounting, Fixed Income, Fund Administration, Investments, Financial Services, Client Services, Finance, Valuation, Derivatives
Education
Stonehill College 2003 — 2007
B.S., Finance
Cutter Associates August 2013 - Present
State Street August 2012 - August 2013
State Street August 2010 - August 2012
State Street June 2008 - August 2010
State Street June 2007 - June 2008
Northwestern Mutual April 2006 - August 2006
Skills
ETFs, Equities, Business Analysis, Project Management, Supervision, Presentations, Training, Career Development..., Process Improvement, Requirement..., Microsoft Excel, PowerPoint, Superior Client Service, Mutual Funds, Operational Risk..., Fund Accounting, Fixed Income, Fund Administration, Investments, Financial Services, Client Services, Finance, Valuation, Derivatives
Education
Stonehill College 2003 — 2007
B.S., Finance
Stephen Sonderegger Stephen Sonderegger's Cutter Associates Experience 2014 - Present
Job Consultant at Cutter Associates
Industry Management Consulting
Experience
Cutter Associates 2014 - Present
Sollertive LLC 2014 - 2015
Sagence Group LLC 2010 - 2014
Prairie Solutions Group August 2001 - August 2010
Bizen Home 2005 - February 2010
Apex IT 2002 - 2005
Revere Group 1998 - 2001
Apprise Information Services (now Accenture) 1994 - 1996
Technology Solutions Company (TSC) / ELoyalty 1988 - 1994
Ernst & Young 1987 - 1989
Skills
Management Consulting, Business Intelligence, Business Analysis, Analytics, Program Management, Big Data, Data Science, IT Strategy, Business Process..., Business Process, Change Management, Business Strategy, Strategic Planning, Project Management, Enterprise Architecture, ERP, Process Improvement, Integration, CRM, Vendor Management
Education
The University of Chicago - Booth School of Business 1994 — 1997
MBA, Finance, Accounting, Entrepreneurship
Brown University 1982 — 1986
A.B. (Bachelors), Economics & Computer Engineering
UCL 1984 — 1985
Economics
Arlington
Cutter Associates 2014 - Present
Sollertive LLC 2014 - 2015
Sagence Group LLC 2010 - 2014
Prairie Solutions Group August 2001 - August 2010
Bizen Home 2005 - February 2010
Apex IT 2002 - 2005
Revere Group 1998 - 2001
Apprise Information Services (now Accenture) 1994 - 1996
Technology Solutions Company (TSC) / ELoyalty 1988 - 1994
Ernst & Young 1987 - 1989
Skills
Management Consulting, Business Intelligence, Business Analysis, Analytics, Program Management, Big Data, Data Science, IT Strategy, Business Process..., Business Process, Change Management, Business Strategy, Strategic Planning, Project Management, Enterprise Architecture, ERP, Process Improvement, Integration, CRM, Vendor Management
Education
The University of Chicago - Booth School of Business 1994 — 1997
MBA, Finance, Accounting, Entrepreneurship
Brown University 1982 — 1986
A.B. (Bachelors), Economics & Computer Engineering
UCL 1984 — 1985
Economics
Arlington
Nat Kellogg Nat Kellogg's Cutter Associates Experience March 2006 - March 2007
Job Associate Director of Research, Alternatives at Marquette Associates
Industry Financial Services
Experience
Marquette Associates June 2010 - Present
Hudson Securities March 2007 - May 2010
Cutter Associates March 2006 - March 2007
Brait Specialized Funds April 2002 - December 2005
Skills
Due Diligence, Equities, Private Equity, Sell Side, Portfolio Management, Valuation, Financial Modeling, Capital Markets, Bloomberg, Fixed Income, Asset Allocation, Financial Analysis, Investment Management, Corporate Finance, Equity Valuation, Mutual Funds, Investment Banking, Series 7, Investment Strategies, Venture Capital, Data Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2011
M.S., Finance, Management
Middlebury College 1997 — 2001
B.A., History, Economics
Noble and Greenough School 1991 — 1997
Marquette Associates June 2010 - Present
Hudson Securities March 2007 - May 2010
Cutter Associates March 2006 - March 2007
Brait Specialized Funds April 2002 - December 2005
Skills
Due Diligence, Equities, Private Equity, Sell Side, Portfolio Management, Valuation, Financial Modeling, Capital Markets, Bloomberg, Fixed Income, Asset Allocation, Financial Analysis, Investment Management, Corporate Finance, Equity Valuation, Mutual Funds, Investment Banking, Series 7, Investment Strategies, Venture Capital, Data Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2011
M.S., Finance, Management
Middlebury College 1997 — 2001
B.A., History, Economics
Noble and Greenough School 1991 — 1997
Jackie Alvarez Jackie Alvarez's Cutter Associates Experience July 2006 - June 2011
Job Helping firms be innovative through agile change
Industry Financial Services
Experience
Investit June 2011 - Present
Cutter Associates July 2006 - June 2011
BNY Mellon 2003 - 2006
Lynx Financial December 1993 - April 2003
Acumen International March 1987 - December 1993
SunGard September 1985 - October 1987
Skills
Product Management, Strategic Planning, Change Management, Marketing Strategy, Process Improvement, Market Research, Client Service, Operational Risk..., Software Project..., Business Process..., Technology Development, Global Operations, Key Account Management, Cost Reduction, Strategy, Business Strategy, Management, Financial Services, Executive Management, Consulting, IT Strategy, Business Intelligence, Asset Management
Education
College of the Holy Cross
BA
Institut des etudes Francais, Tours France
Investit June 2011 - Present
Cutter Associates July 2006 - June 2011
BNY Mellon 2003 - 2006
Lynx Financial December 1993 - April 2003
Acumen International March 1987 - December 1993
SunGard September 1985 - October 1987
Skills
Product Management, Strategic Planning, Change Management, Marketing Strategy, Process Improvement, Market Research, Client Service, Operational Risk..., Software Project..., Business Process..., Technology Development, Global Operations, Key Account Management, Cost Reduction, Strategy, Business Strategy, Management, Financial Services, Executive Management, Consulting, IT Strategy, Business Intelligence, Asset Management
Education
College of the Holy Cross
BA
Institut des etudes Francais, Tours France
Justin Kidwell Justin Kidwell's Cutter Associates Experience October 2006 - December 2008
Job Sr. Strategy Consultant at IBM
Industry Management Consulting
Experience
IBM May 2013 - Present
Booz & Company September 2011 - December 2012
Columbia Business School August 2009 - May 2011
LexisNexis June 2010 - August 2010
Cutter Associates October 2006 - December 2008
PeacePlayers International January 2007 - December 2007
Accenture July 2005 - September 2006
T. Rowe Price July 2003 - June 2005
T. Rowe Price January 2001 - July 2003
Skills
Project Management, Inventory Management, Business Strategy, Business Analysis, Strategy Development, Strategic Planning, Non-profit..., Non-profit Strategy, Investment Management..., Capital Market..., Trading Systems, Investment Compliance, Strategy, Non-profits, Nonprofits, Data Analysis, Management, Management Consulting, Process Improvement, Leadership
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Strategy
Lafayette College 1996 — 2000
The Park School
IBM May 2013 - Present
Booz & Company September 2011 - December 2012
Columbia Business School August 2009 - May 2011
LexisNexis June 2010 - August 2010
Cutter Associates October 2006 - December 2008
PeacePlayers International January 2007 - December 2007
Accenture July 2005 - September 2006
T. Rowe Price July 2003 - June 2005
T. Rowe Price January 2001 - July 2003
Skills
Project Management, Inventory Management, Business Strategy, Business Analysis, Strategy Development, Strategic Planning, Non-profit..., Non-profit Strategy, Investment Management..., Capital Market..., Trading Systems, Investment Compliance, Strategy, Non-profits, Nonprofits, Data Analysis, Management, Management Consulting, Process Improvement, Leadership
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Strategy
Lafayette College 1996 — 2000
The Park School
Peter Bobseine Peter Bobseine's Cutter Associates Experience July 2011 - December 2012
Job Second Lieutenant
Industry Investment Management
Experience
United States Marine Corps November 2014 - Present
MSCI Inc. January 2013 - September 2014
Cutter Associates July 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, Team Leadership, Social Media Marketing, PowerPoint, Sales, Social Networking
Education
Syracuse University 2010 — 2012
Bachelor of Arts (B.A.), Economics
SU Summer Abroad 2011 — 2011
Globalization and Its Critics
University of Colorado at Boulder 2008 — 2009
Duxbury High School
United States Marine Corps November 2014 - Present
MSCI Inc. January 2013 - September 2014
Cutter Associates July 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, Team Leadership, Social Media Marketing, PowerPoint, Sales, Social Networking
Education
Syracuse University 2010 — 2012
Bachelor of Arts (B.A.), Economics
SU Summer Abroad 2011 — 2011
Globalization and Its Critics
University of Colorado at Boulder 2008 — 2009
Duxbury High School
Jill Butterworth's Cutter Associates Experience October 2011 - November 2014
Job Social Intelligence Data and Analytics Business Development
Industry Marketing and Advertising
Experience
Cutter Associates October 2011 - November 2014
Massachusetts Attorney General's Office May 2008 - November 2010
Teak Media Communications April 2007 - May 2008
The Daily Item of Lynn April 2004 - April 2007
Community Newspaper Company April 2003 - May 2004
Skills
Inside Sales, Lead Generation, Customer Relations, Market Research, Pre-sales, Editing, Social Listening, Marketing, Press Releases, Media Relations, Proofreading, Content Management, Journalism, Research, Storytelling, Interviews, Social Media, Salesforce.com, Sales, Writing, Blogging, Public Speaking, Nonprofits, Email Marketing, Online Marketing, PowerPoint, Corporate Communications, Excel, Word, Event Management, Business Development, Data Management, Stories, Customer Experience, New Business Development, Consultative Selling, Value Selling, Social Media Marketing, Digital Media, Team Leadership, Sales Operations, Solution Selling, CRM, Account Management, Advertising, B2B, Analytics, Strategy, SaaS
Education
Suffolk University 1998 — 2002
B.S.
Franklin Pierce College 1997 — 1998
Cutter Associates October 2011 - November 2014
Massachusetts Attorney General's Office May 2008 - November 2010
Teak Media Communications April 2007 - May 2008
The Daily Item of Lynn April 2004 - April 2007
Community Newspaper Company April 2003 - May 2004
Skills
Inside Sales, Lead Generation, Customer Relations, Market Research, Pre-sales, Editing, Social Listening, Marketing, Press Releases, Media Relations, Proofreading, Content Management, Journalism, Research, Storytelling, Interviews, Social Media, Salesforce.com, Sales, Writing, Blogging, Public Speaking, Nonprofits, Email Marketing, Online Marketing, PowerPoint, Corporate Communications, Excel, Word, Event Management, Business Development, Data Management, Stories, Customer Experience, New Business Development, Consultative Selling, Value Selling, Social Media Marketing, Digital Media, Team Leadership, Sales Operations, Solution Selling, CRM, Account Management, Advertising, B2B, Analytics, Strategy, SaaS
Education
Suffolk University 1998 — 2002
B.S.
Franklin Pierce College 1997 — 1998
Brad Lyman's Cutter Associates Experience 2012 - Present
Job Investment Management Consulting Financial Systems Evaluation, Implementation & Strategy
Industry Investment Management
Experience
Cutter Associates 2012 - Present
Matthews International Capital Management July 2006 - January 2012
Charles Schwab July 2003 - November 2005
Barclays Global Investors 1998 - 2001
Advent Software July 1995 - January 1998
Price Waterhouse 1984 - 1986
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Investments, Vendor Management, Mutual Funds, Financial Modeling, Capital Markets, Investment Management, Business Analysis, Financial Analysis, Project Management, Alternative Investments, Relationship Management, Derivatives, Bloomberg
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE, Accounting, magna cum laude
Hall High School 1978 — 1981
Cutter Associates 2012 - Present
Matthews International Capital Management July 2006 - January 2012
Charles Schwab July 2003 - November 2005
Barclays Global Investors 1998 - 2001
Advent Software July 1995 - January 1998
Price Waterhouse 1984 - 1986
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Investments, Vendor Management, Mutual Funds, Financial Modeling, Capital Markets, Investment Management, Business Analysis, Financial Analysis, Project Management, Alternative Investments, Relationship Management, Derivatives, Bloomberg
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE, Accounting, magna cum laude
Hall High School 1978 — 1981
Geoffrey Bolan's Cutter Associates Experience October 2007 - Present
Job Senior Quantative Analyst at Cutter Associates
Industry Investment Management
Experience
Cutter Associates October 2007 - Present
CVS Caremark Corporation June 1982 - October 2007
Skills
Investments, Program Management, Mergers & Acquisitions, Business Analysis, Financial Analysis, Strategy, Process Improvement, Data Analysis, Business Process..., Project Management, Strategic Planning, Business Process
Education
Suffolk University - Sawyer School of Management 1981 — 1985
Bachelor of Science, Business Administration
Cutter Associates October 2007 - Present
CVS Caremark Corporation June 1982 - October 2007
Skills
Investments, Program Management, Mergers & Acquisitions, Business Analysis, Financial Analysis, Strategy, Process Improvement, Data Analysis, Business Process..., Project Management, Strategic Planning, Business Process
Education
Suffolk University - Sawyer School of Management 1981 — 1985
Bachelor of Science, Business Administration
Bridget Torregrosa's Cutter Associates Experience April 2015 - Present
Job Sr. Consultant at Cutter Associates
Industry Investment Management
Experience
Cutter Associates April 2015 - Present
Invesco Ltd. November 2008 - April 2015
Invesco 2006 - 2008
Invesco 2002 - 2006
Invesco 1998 - 2002
C&S Securities - Bank of America 1990 - 1993
Skills
Process Improvement, Project Management, Financial Services, Business Analysis, Business Process..., Business Process..., Business Process, Management Consulting, PMO, New Business Development, Cross-functional Team..., Program Management, Operations Management, Equities, Financial Analysis, Executive Management
Education
Louisiana Tech University 1988 — 1990
Bachelor's Degree, Economics, 3.5
AIU 2000 — 2002
Master of Business Administration (M.B.A.), International Business, 4.0
Cutter Associates April 2015 - Present
Invesco Ltd. November 2008 - April 2015
Invesco 2006 - 2008
Invesco 2002 - 2006
Invesco 1998 - 2002
C&S Securities - Bank of America 1990 - 1993
Skills
Process Improvement, Project Management, Financial Services, Business Analysis, Business Process..., Business Process..., Business Process, Management Consulting, PMO, New Business Development, Cross-functional Team..., Program Management, Operations Management, Equities, Financial Analysis, Executive Management
Education
Louisiana Tech University 1988 — 1990
Bachelor's Degree, Economics, 3.5
AIU 2000 — 2002
Master of Business Administration (M.B.A.), International Business, 4.0
Mary Storrs's Cutter Associates Experience 1999 - Present
Job Principal, Director of Research and Benchmarking at Cutter Associates
Industry Investment Management
Experience
Cutter Associates 1999 - Present
LongView Group (Linedata) 1996 - 1999
SEI Investments 1990 - 1995
Bank of New England 1984 - 1990
Skills
Financial Services, Trading, Investments, Investment Management, Financial Risk, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Equities, Alternative Investments, Bloomberg, Asset Management, Trading Systems, Financial Markets
Education
Babson College 1985 — 1988
MBA, Finance
Boston College 1978 — 1982
BS, Management
Cutter Associates 1999 - Present
LongView Group (Linedata) 1996 - 1999
SEI Investments 1990 - 1995
Bank of New England 1984 - 1990
Skills
Financial Services, Trading, Investments, Investment Management, Financial Risk, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Equities, Alternative Investments, Bloomberg, Asset Management, Trading Systems, Financial Markets
Education
Babson College 1985 — 1988
MBA, Finance
Boston College 1978 — 1982
BS, Management
Tara Norton's Cutter Associates Experience March 2012 - March 2014
Job Vice President, Manager, Hedge Fund Operations at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management July 2015 - Present
Acadian Asset Management September 2014 - July 2015
Cutter Associates March 2012 - March 2014
Gartmore Global Partners March 2007 - June 2011
State Street Global Advisors 2005 - 2007
Investors Bank & Trust 2002 - 2004
Skills
Hedge Funds, Corporate Actions, Bloomberg, Securities Lending, Equities, Salesforce.com, Trading, Mutual Funds, Investments, Analysis, Asset Management, Alternative Investments, Fixed Income, Derivatives
Education
Clark University 1997 — 2001
Acadian Asset Management July 2015 - Present
Acadian Asset Management September 2014 - July 2015
Cutter Associates March 2012 - March 2014
Gartmore Global Partners March 2007 - June 2011
State Street Global Advisors 2005 - 2007
Investors Bank & Trust 2002 - 2004
Skills
Hedge Funds, Corporate Actions, Bloomberg, Securities Lending, Equities, Salesforce.com, Trading, Mutual Funds, Investments, Analysis, Asset Management, Alternative Investments, Fixed Income, Derivatives
Education
Clark University 1997 — 2001
Jonathan B. Chandler Jonathan B. Chandler's Cutter Associates Experience August 2014 - Present
Job Research and Benchmarking Analyst at Cutter Associates
Industry Financial Services
Experience
Cutter Associates August 2014 - Present
State Street Global Advisors March 2013 - August 2014
State Street Global Advisors February 2008 - March 2013
State Street January 2007 - February 2008
State Street August 2005 - January 2007
Skills
MBA, Leadership, Project Management, Promoting Change, Communication, Consulting, Management, Conducting Research, Business Process..., International Management, International Business, Operations, Business Process..., Financial Reporting, Test Management, Change Management, Fixed Income, Back Office, Test Planning, PMO, Finance, Middle Office, Bloomberg Terminal, Bloomberg, Process Improvement, Investments, Testing, Securities, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA, International Business
University of Florida 2001 — 2005
Bachelor of Arts, History
Cutter Associates August 2014 - Present
State Street Global Advisors March 2013 - August 2014
State Street Global Advisors February 2008 - March 2013
State Street January 2007 - February 2008
State Street August 2005 - January 2007
Skills
MBA, Leadership, Project Management, Promoting Change, Communication, Consulting, Management, Conducting Research, Business Process..., International Management, International Business, Operations, Business Process..., Financial Reporting, Test Management, Change Management, Fixed Income, Back Office, Test Planning, PMO, Finance, Middle Office, Bloomberg Terminal, Bloomberg, Process Improvement, Investments, Testing, Securities, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA, International Business
University of Florida 2001 — 2005
Bachelor of Arts, History
Daniel Miele, MBA Daniel Miele, MBA's Cutter Associates Experience August 2000 - May 2001
Job Investment Advisor Representative at Centinel Financial Group, LLC.
Industry Financial Services
Experience
Centinel Financial Group, LLC July 2003 - Present
State Street Corporation May 2001 - July 2003
Cutter Associates August 2000 - May 2001
Grantham, Mayo, Van Otterloo & Co., LLC. April 1995 - August 2000
Army National Guard November 1989 - November 1997
Investors Bank & Trust May 1993 - April 1995
Education
Boston University 1996 — 2000
MSA
Keene State College 1988 — 1992
BS
Centinel Financial Group, LLC July 2003 - Present
State Street Corporation May 2001 - July 2003
Cutter Associates August 2000 - May 2001
Grantham, Mayo, Van Otterloo & Co., LLC. April 1995 - August 2000
Army National Guard November 1989 - November 1997
Investors Bank & Trust May 1993 - April 1995
Education
Boston University 1996 — 2000
MSA
Keene State College 1988 — 1992
BS
Barry Finkle, CIPM Barry Finkle, CIPM's Cutter Associates Experience April 2011 - April 2013
Job Partner at Knollin Scott Properties, LLC
Industry Real Estate
Experience
Knollin Scott Properties, LLC May 2014 - Present
State Street May 2013 - May 2014
Cutter Associates April 2011 - April 2013
Privately Held Consulting Firm May 2010 - April 2011
Columbia Management January 2009 - April 2010
Columbia Management September 2006 - April 2010
Columbia Management September 1998 - August 2006
John Hancock Advisors July 1995 - August 1998
John Hancock Advisors January 1994 - June 1995
John Hancock Advisors January 1991 - December 1993
Skills
Portfolio Management, Financial Services, Investment Management, Risk Management, Mutual Funds, Performance Measurement, Investments, Performance Appraisal, Alternative Investments, Fixed Income, Asset Management, Performance Attribution, Hedge Funds
Education
Syracuse University - Maxwell School 1983 — 1988
BA, Economics
Knollin Scott Properties, LLC May 2014 - Present
State Street May 2013 - May 2014
Cutter Associates April 2011 - April 2013
Privately Held Consulting Firm May 2010 - April 2011
Columbia Management January 2009 - April 2010
Columbia Management September 2006 - April 2010
Columbia Management September 1998 - August 2006
John Hancock Advisors July 1995 - August 1998
John Hancock Advisors January 1994 - June 1995
John Hancock Advisors January 1991 - December 1993
Skills
Portfolio Management, Financial Services, Investment Management, Risk Management, Mutual Funds, Performance Measurement, Investments, Performance Appraisal, Alternative Investments, Fixed Income, Asset Management, Performance Attribution, Hedge Funds
Education
Syracuse University - Maxwell School 1983 — 1988
BA, Economics
Jon Pincus Jon Pincus's Cutter Associates Experience June 2006 - June 2007
Job SVP, Global Head of Investment Operations
Industry Investment Management
Experience
Northern Trust Corporation August 2014 - Present
Northern Trust Corporation June 2007 - July 2014
Cutter Associates June 2006 - June 2007
Invesco Ltd. June 2003 - June 2006
Invesco Ltd. March 2001 - June 2003
Legg Mason March 1999 - March 2001
Legg Mason June 1998 - March 1999
Bloomberg June 1997 - June 1998
Skills
Asset Management, Portfolio Management, Investments, Trading, Risk Management, Operations Management, Trading Systems, Platform Development, Product Development, Platform Integration, Management Consulting, Strategic Consulting, Business Analysis, Financial Services, Alternative Investments, Business Process..., Investment Management, Project Management, Business Development, Middle Office, Performance Measurement, Investment Advisory, Investment Strategies, Wealth Management, Strategy, Fixed Income, Hedge Funds, Equities, Mutual Funds, Securities, Derivatives, ETFs, Asset Managment, Equity Trading
Education
Rider University 1993 — 1997
Bachelor of Science, Business Administration / Finance / Marketing
Boys' Latin School of Maryland 1989 — 1993
Gilman
Northern Trust Corporation August 2014 - Present
Northern Trust Corporation June 2007 - July 2014
Cutter Associates June 2006 - June 2007
Invesco Ltd. June 2003 - June 2006
Invesco Ltd. March 2001 - June 2003
Legg Mason March 1999 - March 2001
Legg Mason June 1998 - March 1999
Bloomberg June 1997 - June 1998
Skills
Asset Management, Portfolio Management, Investments, Trading, Risk Management, Operations Management, Trading Systems, Platform Development, Product Development, Platform Integration, Management Consulting, Strategic Consulting, Business Analysis, Financial Services, Alternative Investments, Business Process..., Investment Management, Project Management, Business Development, Middle Office, Performance Measurement, Investment Advisory, Investment Strategies, Wealth Management, Strategy, Fixed Income, Hedge Funds, Equities, Mutual Funds, Securities, Derivatives, ETFs, Asset Managment, Equity Trading
Education
Rider University 1993 — 1997
Bachelor of Science, Business Administration / Finance / Marketing
Boys' Latin School of Maryland 1989 — 1993
Gilman
Tammy Rausch's Cutter Associates Experience November 2012 - April 2013
Job Senior Consultant
Industry Financial Services
Experience
Cutter Associates November 2012 - April 2013
BridgePoint Group, LLC January 2012 - August 2012
Fidelity Investments December 2008 - June 2010
Fidelity Investments February 2006 - November 2008
Fidelity Investments January 2004 - January 2006
Fidelity Investments November 1997 - January 2004
STATE STREET BANK & TRUST 1987 - 1997
Skills
Customer Relations, Securities, Mutual Funds, Asset Management, Back Office, Client Service, Program Management, Operations Management, Strategic Planning, Settlement, Due Diligence, Process Improvement, Business Strategy, Financial Services, Financial Markets, Global Custody, Customer Service
Education
Boston College 1976 — 1980
BA, Economics, Psychology
Boston University Questrom School of Business
MBA, International Finance
Cutter Associates November 2012 - April 2013
BridgePoint Group, LLC January 2012 - August 2012
Fidelity Investments December 2008 - June 2010
Fidelity Investments February 2006 - November 2008
Fidelity Investments January 2004 - January 2006
Fidelity Investments November 1997 - January 2004
STATE STREET BANK & TRUST 1987 - 1997
Skills
Customer Relations, Securities, Mutual Funds, Asset Management, Back Office, Client Service, Program Management, Operations Management, Strategic Planning, Settlement, Due Diligence, Process Improvement, Business Strategy, Financial Services, Financial Markets, Global Custody, Customer Service
Education
Boston College 1976 — 1980
BA, Economics, Psychology
Boston University Questrom School of Business
MBA, International Finance
Janine Beal Janine Beal's Cutter Associates Experience 2011 - 2011
Job VP, Senior Relationship Manager at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2011 - Present
SandCastles September 2008 - July 2011
Longfellow Benefits September 2010 - January 2011
Cutter Associates 2011 - 2011
Mercer April 2004 - September 2008
Putnam Investments April 1997 - April 2004
Putnam Investments 1994 - 1997
Putnam Investments 1991 - 1994
Hobart & William Smith Outdoor Recreation/Activity Program 1988 - 1991
Skills
Mutual Funds, Retirement, 401k, Investments, Series 7, Financial Services, Series 63, Retirement Planning, Pensions, Finance
Education
Lesley University 1998 — 2000
MEd, Creative Arts in Learning
Hobart and William Smith Colleges 1984 — 1988
BA, American Studies
Bank of America Merrill Lynch July 2011 - Present
SandCastles September 2008 - July 2011
Longfellow Benefits September 2010 - January 2011
Cutter Associates 2011 - 2011
Mercer April 2004 - September 2008
Putnam Investments April 1997 - April 2004
Putnam Investments 1994 - 1997
Putnam Investments 1991 - 1994
Hobart & William Smith Outdoor Recreation/Activity Program 1988 - 1991
Skills
Mutual Funds, Retirement, 401k, Investments, Series 7, Financial Services, Series 63, Retirement Planning, Pensions, Finance
Education
Lesley University 1998 — 2000
MEd, Creative Arts in Learning
Hobart and William Smith Colleges 1984 — 1988
BA, American Studies
Carol Penhale Carol Penhale's Cutter Associates Experience 2001 - 2010
Job Founder and CEO at Bedford Park Associates
Industry Financial Services
Experience
Bedford Park Associates, Inc. July 2010 - Present
TALIANCE January 2014 - February 2015
Cutter Associates 2001 - 2010
Mackenzie Financial 1997 - 2000
DST Systems 1994 - 1997
Skills
Investments, Real Estate Private..., Hedge Funds, Portfolio Management, Asset Management, Securities, Risk Management, Equities, Capital Markets, Management, Fixed Income, Asset Managment, Options, Strategic Planning, Analytics, Data Governance, Enterprise Data, Investment Management, Alternative Investments, Global Marketing, Business Analysis, Trading Systems, Management Consulting, Trading, Business Strategy, New Business Development, Derivatives, Investment Banking, Program Management, Financial Analysis, Change Management, Financial Markets, Mutual Funds, Valuation, Wealth Management, Due Diligence, IT Strategy, Electronic Trading, Product Management, Compliance, Outsourcing, Process Engineering, Mergers, Market Data, Performance Attribution, Operational Risk..., C Level Selling
Education
Institute for Computer Studies 1993 — 1994
Diploma, Information Technology
The University of Edinburgh 1980 — 1980
Certificate, History
University of Toronto 1976 — 1979
B.A., History
Thomson
Bedford Park Associates, Inc. July 2010 - Present
TALIANCE January 2014 - February 2015
Cutter Associates 2001 - 2010
Mackenzie Financial 1997 - 2000
DST Systems 1994 - 1997
Skills
Investments, Real Estate Private..., Hedge Funds, Portfolio Management, Asset Management, Securities, Risk Management, Equities, Capital Markets, Management, Fixed Income, Asset Managment, Options, Strategic Planning, Analytics, Data Governance, Enterprise Data, Investment Management, Alternative Investments, Global Marketing, Business Analysis, Trading Systems, Management Consulting, Trading, Business Strategy, New Business Development, Derivatives, Investment Banking, Program Management, Financial Analysis, Change Management, Financial Markets, Mutual Funds, Valuation, Wealth Management, Due Diligence, IT Strategy, Electronic Trading, Product Management, Compliance, Outsourcing, Process Engineering, Mergers, Market Data, Performance Attribution, Operational Risk..., C Level Selling
Education
Institute for Computer Studies 1993 — 1994
Diploma, Information Technology
The University of Edinburgh 1980 — 1980
Certificate, History
University of Toronto 1976 — 1979
B.A., History
Thomson
Daniel Minus, PMP, CSM Daniel Minus, PMP, CSM's Cutter Associates Experience May 2002 - November 2002
Job Business Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
Morgan Stanley June 2012 - November 2012
Bank of America April 2010 - November 2011
Relegence Corp / AOL June 2005 - November 2009
IconNicholson November 2002 - May 2005
Cutter Associates May 2002 - November 2002
ebusinessware November 2000 - August 2001
marchFIRST (USWeb/CKS) July 1999 - October 2000
Chase Manhattan Bank November 1997 - July 1999
First Union (now part of Wachovia) March 1995 - November 1997
Skills
Project Management, Agile Methodologies, Risk Management, Program Management, Business Analysis, PMO, Project Portfolio..., Software Project..., SDLC, Agile Project Management, Change Management, Vendor Management, Business Process, Requirements Analysis, PMP, Product Management, SQL, Requirements Gathering, Process Improvement, CRM, Cross-functional Team..., MS Project, Software Development, Product Development, Team Building
Education
Thunderbird School of Global Management 1993 — 1994
MBA, International Management; Finance
Wake Forest University 1987 — 1991
BA, History, Minor in Spanish
Shelby High
Shelby High
Bank of America November 2012 - Present
Morgan Stanley June 2012 - November 2012
Bank of America April 2010 - November 2011
Relegence Corp / AOL June 2005 - November 2009
IconNicholson November 2002 - May 2005
Cutter Associates May 2002 - November 2002
ebusinessware November 2000 - August 2001
marchFIRST (USWeb/CKS) July 1999 - October 2000
Chase Manhattan Bank November 1997 - July 1999
First Union (now part of Wachovia) March 1995 - November 1997
Skills
Project Management, Agile Methodologies, Risk Management, Program Management, Business Analysis, PMO, Project Portfolio..., Software Project..., SDLC, Agile Project Management, Change Management, Vendor Management, Business Process, Requirements Analysis, PMP, Product Management, SQL, Requirements Gathering, Process Improvement, CRM, Cross-functional Team..., MS Project, Software Development, Product Development, Team Building
Education
Thunderbird School of Global Management 1993 — 1994
MBA, International Management; Finance
Wake Forest University 1987 — 1991
BA, History, Minor in Spanish
Shelby High
Shelby High
Frank Filippis's Cutter Associates Experience May 2006 - January 2010
Job Head of Advisor Facing Solutions
Industry Financial Services
Experience
Major Broker Dealer September 2013 - Present
Bank of America January 2010 - September 2013
Cutter Associates May 2006 - January 2010
Investrics Inc. May 2005 - January 2010
Merrill Lynch August 1999 - August 2005
Bankers Trust Company May 1996 - August 1999
Lehman Brothers 1987 - 1996
Skills
Business, Team Building, Organizational..., Strategic Vision, Financial Services, Mergers, Outsourcing, Mergers & Acquisitions, Portfolio Management, Business Process..., IT Strategy, Executive Management, Capital Markets, Fixed Income, Program Management, SDLC, Derivatives, Investment Management, Leadership, Back Office, Management, Business Analysis, Management Consulting, Trading Systems, Investments, Vendor Management, Equities, Hedge Funds, Risk Management, Asset Management, Trading, Financial Modeling, Electronic Trading, Securities, Investment Banking, Financial Markets, Market Risk, Options, Enterprise Architecture, Alternative Investments, Mutual Funds, Wealth Management, Strategy, Banking, Finance, Financial Risk, Information Technology, Integration, Financial Analysis, Relationship Management
Education
University of Central Florida 1982 — 1985
B.S.
Saint John's University 1981 — 1982
Major Broker Dealer September 2013 - Present
Bank of America January 2010 - September 2013
Cutter Associates May 2006 - January 2010
Investrics Inc. May 2005 - January 2010
Merrill Lynch August 1999 - August 2005
Bankers Trust Company May 1996 - August 1999
Lehman Brothers 1987 - 1996
Skills
Business, Team Building, Organizational..., Strategic Vision, Financial Services, Mergers, Outsourcing, Mergers & Acquisitions, Portfolio Management, Business Process..., IT Strategy, Executive Management, Capital Markets, Fixed Income, Program Management, SDLC, Derivatives, Investment Management, Leadership, Back Office, Management, Business Analysis, Management Consulting, Trading Systems, Investments, Vendor Management, Equities, Hedge Funds, Risk Management, Asset Management, Trading, Financial Modeling, Electronic Trading, Securities, Investment Banking, Financial Markets, Market Risk, Options, Enterprise Architecture, Alternative Investments, Mutual Funds, Wealth Management, Strategy, Banking, Finance, Financial Risk, Information Technology, Integration, Financial Analysis, Relationship Management
Education
University of Central Florida 1982 — 1985
B.S.
Saint John's University 1981 — 1982
Bridget Pratt Bridget Pratt's Cutter Associates Experience November 2009 - September 2011
Job Manager, Experienced Hire Recruiting at KPMG US
Industry Management Consulting
Experience
KPMG US May 2015 - Present
Beacon Partners September 2011 - May 2015
Cutter Associates November 2009 - September 2011
Ernst & Young June 2004 - October 2009
Winter Wyman & Company November 1999 - April 2004
Ernst & Young October 1996 - October 1999
Skills
Full-cycle Recruiting, Technical Recruiting, Partner Recruitment, Sourcing, Recruiting, College Recruiting, Resume Writing, Human Resources, Temporary Staffing, SDLC, Executive Search, Contract Recruitment, Interviews, Team Building, Screening Resumes, Applicant Tracking..., Management Consulting, Talent Acquisition, Permanent Placement, Training, Strategy, Temporary Placement, Leadership, Healthcare, Management, Consulting, Sales, Finance, Screening, Business Development, Internet Recruiting, Financial Audits
Education
Bucknell University 1992 — 1996
Bachelor of Science, Accounting
KPMG US May 2015 - Present
Beacon Partners September 2011 - May 2015
Cutter Associates November 2009 - September 2011
Ernst & Young June 2004 - October 2009
Winter Wyman & Company November 1999 - April 2004
Ernst & Young October 1996 - October 1999
Skills
Full-cycle Recruiting, Technical Recruiting, Partner Recruitment, Sourcing, Recruiting, College Recruiting, Resume Writing, Human Resources, Temporary Staffing, SDLC, Executive Search, Contract Recruitment, Interviews, Team Building, Screening Resumes, Applicant Tracking..., Management Consulting, Talent Acquisition, Permanent Placement, Training, Strategy, Temporary Placement, Leadership, Healthcare, Management, Consulting, Sales, Finance, Screening, Business Development, Internet Recruiting, Financial Audits
Education
Bucknell University 1992 — 1996
Bachelor of Science, Accounting
Kyle Bartro Kyle Bartro's Cutter Associates Experience August 2014 - Present
Job Consultant at Cutter Associates
Industry Financial Services
Experience
Cutter Associates August 2014 - Present
Acadian Asset Management January 2014 - August 2014
Acadian Asset Management November 2012 - December 2013
State Street Global Markets May 2012 - November 2012
State Street Global Markets September 2010 - November 2012
State Street June 2008 - August 2010
Skills
Investments, Portfolio Management, Bloomberg, Equities, Fixed Income, Mutual Funds, Securities, Hedge Funds, Asset Management, Derivatives, Financial Modeling, Fund Accounting, Financial Services
Education
Connecticut College 2004 — 2008
Economics & Applied Statistics, Major
Cutter Associates August 2014 - Present
Acadian Asset Management January 2014 - August 2014
Acadian Asset Management November 2012 - December 2013
State Street Global Markets May 2012 - November 2012
State Street Global Markets September 2010 - November 2012
State Street June 2008 - August 2010
Skills
Investments, Portfolio Management, Bloomberg, Equities, Fixed Income, Mutual Funds, Securities, Hedge Funds, Asset Management, Derivatives, Financial Modeling, Fund Accounting, Financial Services
Education
Connecticut College 2004 — 2008
Economics & Applied Statistics, Major
Edward Goldthwait Edward Goldthwait's Cutter Associates Experience January 2013 - Present
Job Program Manager Systems Implementations and Strategy
Industry Financial Services
Experience
Cutter Associates January 2013 - Present
Northern Trust May 2012 - December 2012
Northern Trust December 2011 - May 2012
Russell Investments March 2007 - January 2012
Russell Investments March 2007 - January 2009
Capital Group Companies March 2006 - January 2007
Western Asset Management January 2006 - April 2006
BusinessEdge Solutions April 2005 - September 2005
State Street Corp March 2004 - April 2005
Putnam Investments March 2001 - July 2003
Skills
Project Management, Business Analysis, Integration, Analysis, Management, Leadership, Contract Negotiation, Financial Services, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Finance
Emory University 1990 — 1994
B.A, History
Thayer Academy 1986 — 1992
Cutter Associates January 2013 - Present
Northern Trust May 2012 - December 2012
Northern Trust December 2011 - May 2012
Russell Investments March 2007 - January 2012
Russell Investments March 2007 - January 2009
Capital Group Companies March 2006 - January 2007
Western Asset Management January 2006 - April 2006
BusinessEdge Solutions April 2005 - September 2005
State Street Corp March 2004 - April 2005
Putnam Investments March 2001 - July 2003
Skills
Project Management, Business Analysis, Integration, Analysis, Management, Leadership, Contract Negotiation, Financial Services, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Finance
Emory University 1990 — 1994
B.A, History
Thayer Academy 1986 — 1992
Ben Keeler Ben Keeler's Cutter Associates Experience January 2004 - June 2007
Job Director at Citisoft, Inc.
Industry Investment Management
Experience
Citisoft, Inc. June 2007 - Present
Cutter Associates January 2004 - June 2007
Macgregor 2000 - 2004
PwC Consulting January 1998 - June 2000
Fidelity Investments 1996 - 1998
Skills
Asset Management, Business Strategy, Management Consulting, Research, Order Management, Leadership, Investment Management, Project Management, Strategy, Financial Services, Portfolio Management, Electronic Trading, Asset Managment, Trading Systems, Equities, Fixed Income, Business Analysis, Investments, Hedge Funds, Management, Risk Management, Derivatives, Consulting
Education
The University of Texas at Austin 1992 — 1996
B.A., Economics, Government
Citisoft, Inc. June 2007 - Present
Cutter Associates January 2004 - June 2007
Macgregor 2000 - 2004
PwC Consulting January 1998 - June 2000
Fidelity Investments 1996 - 1998
Skills
Asset Management, Business Strategy, Management Consulting, Research, Order Management, Leadership, Investment Management, Project Management, Strategy, Financial Services, Portfolio Management, Electronic Trading, Asset Managment, Trading Systems, Equities, Fixed Income, Business Analysis, Investments, Hedge Funds, Management, Risk Management, Derivatives, Consulting
Education
The University of Texas at Austin 1992 — 1996
B.A., Economics, Government
Jacquelyn Klehm Jacquelyn Klehm's Cutter Associates Experience May 2008 - August 2008
Job Research Assistant at Boston Children's Hospital
Industry Hospital & Health Care
Experience
Cambridge Associates June 2015 - Present
Boston Children's Hospital February 2013 - May 2015
Cutter Associates May 2008 - August 2008
Skills
Data Analysis, Research, Statistics, SPSS, Stata, Literature Reviews, Research Design, Healthcare, Clinical Research, Neuropsychology, IRB, Grant Writing, Program Management, Microsoft Office, Microsoft Excel, Matlab, Strategy, Creativity Skills, Communication, Competitive Analysis, Leadership
Education
University of Pennsylvania 2007 — 2012
Bachelor of Arts (B.A.), Neuroscience
Wellesley High School 2003 — 2007
Cambridge Associates June 2015 - Present
Boston Children's Hospital February 2013 - May 2015
Cutter Associates May 2008 - August 2008
Skills
Data Analysis, Research, Statistics, SPSS, Stata, Literature Reviews, Research Design, Healthcare, Clinical Research, Neuropsychology, IRB, Grant Writing, Program Management, Microsoft Office, Microsoft Excel, Matlab, Strategy, Creativity Skills, Communication, Competitive Analysis, Leadership
Education
University of Pennsylvania 2007 — 2012
Bachelor of Arts (B.A.), Neuroscience
Wellesley High School 2003 — 2007
Brian Olenuk Brian Olenuk's Cutter Associates Experience April 2003 - October 2003
Job Project Manager at TD
Industry Information Technology and Services
Experience
BMO Financial Group March 2014 - Present
TD November 2012 - November 2013
BMO Nesbitt Burns October 2011 - April 2012
Scotia Capital January 2011 - June 2011
RBC Royal Bank January 2010 - February 2011
Royal Bank of Canada January 2008 - May 2009
Royal Bank of Canada - Capital Markets 2004 - 2007
Office of the Superintendent of Financial Institutions - Canada January 2004 - September 2004
Cutter Associates April 2003 - October 2003
First Asset Advisory Services March 2002 - September 2002
Skills
SDLC, Risk Management, Business Intelligence, PMO, ITIL, Project Management, Basel II, Business Process, Project Planning, Requirements Gathering, Quality Assurance, Business Analysis, Requirements Analysis, PMP, Software Project..., Banking, Program Management, IT Management, Capital Markets, Cross-functional Team..., Management, Strategy, Testing, Team Leadership, Leadership
Education
London Business School, U. of London 1981 — 1983
MBA
University of Waterloo 1974 — 1979
Hon. BMath, Computer Science
BMO Financial Group March 2014 - Present
TD November 2012 - November 2013
BMO Nesbitt Burns October 2011 - April 2012
Scotia Capital January 2011 - June 2011
RBC Royal Bank January 2010 - February 2011
Royal Bank of Canada January 2008 - May 2009
Royal Bank of Canada - Capital Markets 2004 - 2007
Office of the Superintendent of Financial Institutions - Canada January 2004 - September 2004
Cutter Associates April 2003 - October 2003
First Asset Advisory Services March 2002 - September 2002
Skills
SDLC, Risk Management, Business Intelligence, PMO, ITIL, Project Management, Basel II, Business Process, Project Planning, Requirements Gathering, Quality Assurance, Business Analysis, Requirements Analysis, PMP, Software Project..., Banking, Program Management, IT Management, Capital Markets, Cross-functional Team..., Management, Strategy, Testing, Team Leadership, Leadership
Education
London Business School, U. of London 1981 — 1983
MBA
University of Waterloo 1974 — 1979
Hon. BMath, Computer Science
Michael Conn's Cutter Associates Experience June 2013 - Present
Job Business Development at Cutter Associates
Industry Financial Services
Experience
Cutter Associates June 2013 - Present
Thomson Reuters February 2009 - May 2013
State Street Global Markets April 2008 - December 2008
Charles River Development May 2006 - April 2008
First Albany Capital March 2005 - April 2006
MFS Investment Management May 1999 - January 2005
Skills
Business Development, Equities, Portfolio Management, Asset Managment, Business Analysis, Investments, Financial Modeling, Salesforce.com, Derivatives, Financial Analysis, Risk Management, Business Strategy, Asset Management, Electronic Trading, FX Options, Finance, Financial Services, Hedge Funds, Investment Banking, Market Data, Relationship Management, Securities, Valuation, Investment Management, Fixed Income, Trading
Education
University of New Hampshire 1994 — 1998
BA, Economics & Political Science
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor of Arts (B.A.), Economics
Cutter Associates June 2013 - Present
Thomson Reuters February 2009 - May 2013
State Street Global Markets April 2008 - December 2008
Charles River Development May 2006 - April 2008
First Albany Capital March 2005 - April 2006
MFS Investment Management May 1999 - January 2005
Skills
Business Development, Equities, Portfolio Management, Asset Managment, Business Analysis, Investments, Financial Modeling, Salesforce.com, Derivatives, Financial Analysis, Risk Management, Business Strategy, Asset Management, Electronic Trading, FX Options, Finance, Financial Services, Hedge Funds, Investment Banking, Market Data, Relationship Management, Securities, Valuation, Investment Management, Fixed Income, Trading
Education
University of New Hampshire 1994 — 1998
BA, Economics & Political Science
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor of Arts (B.A.), Economics
Vince Pasqualicchio Vince Pasqualicchio's Cutter Associates Experience November 2012 - Present
Job Senior Management Consultant at Cutter Associates
Industry Information Technology and Services
Experience
Cutter Associates November 2012 - Present
MetLife 2008 - October 2012
MetLife 2000 - 2008
MetLife 1992 - 2000
MetLife 1988 - 1992
E.F. Hutton 1986 - 1988
Citibank 1982 - 1986
Chase Bank 1979 - 1982
Con Edison 1977 - 1979
Skills
IT Strategy, IT Transformation, Business Transformation, IT Executive Management, Global IT Operations, IT Leadership, IT Solutions, IT Investment Management, ITIL, IT Outsourcing, Collaboration, Investments, IT M&A, Financial Accounting, Trading, PMO, Agile Methodologies, Governance, Cloud Computing, IT Financial Management, CIO Advisory Services, Contract Negotiation, Vendor Management, IT Management, Enterprise Architecture, SDLC, Strategy, Risk Management, Analysis, Enterprise Software, IT Operations, Data Warehousing, Project Management, Program Management, Software Development, Integration, Business Intelligence, Mergers & Acquisitions, Project Portfolio..., Leadership, Business Continuity, Resource Management, Outsourcing, Business Development, Infrastructure, PMP, Business Analysis, Business Process..., Business Process, IT Service Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Information Technology Executive Education
Columbia Business School
CIO Leadership
Babson College - Franklin W. Olin Graduate School of Business
Business Acumen Program
City University of New York-Brooklyn College 1972 — 1977
Bachelor of Science, Information Technology
Cutter Associates November 2012 - Present
MetLife 2008 - October 2012
MetLife 2000 - 2008
MetLife 1992 - 2000
MetLife 1988 - 1992
E.F. Hutton 1986 - 1988
Citibank 1982 - 1986
Chase Bank 1979 - 1982
Con Edison 1977 - 1979
Skills
IT Strategy, IT Transformation, Business Transformation, IT Executive Management, Global IT Operations, IT Leadership, IT Solutions, IT Investment Management, ITIL, IT Outsourcing, Collaboration, Investments, IT M&A, Financial Accounting, Trading, PMO, Agile Methodologies, Governance, Cloud Computing, IT Financial Management, CIO Advisory Services, Contract Negotiation, Vendor Management, IT Management, Enterprise Architecture, SDLC, Strategy, Risk Management, Analysis, Enterprise Software, IT Operations, Data Warehousing, Project Management, Program Management, Software Development, Integration, Business Intelligence, Mergers & Acquisitions, Project Portfolio..., Leadership, Business Continuity, Resource Management, Outsourcing, Business Development, Infrastructure, PMP, Business Analysis, Business Process..., Business Process, IT Service Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Information Technology Executive Education
Columbia Business School
CIO Leadership
Babson College - Franklin W. Olin Graduate School of Business
Business Acumen Program
City University of New York-Brooklyn College 1972 — 1977
Bachelor of Science, Information Technology
Don Rosenberg Don Rosenberg's Cutter Associates Experience January 2008 - October 2009
Job Knowledgent
Industry Financial Services
Experience
Knowledgent May 2015 - Present
Quinn Emanuel Urqhard & Sullivan, LLP October 2014 - Present
IGATE Technologies April 2014 - May 2015
LiquidHub, Inc. July 2011 - February 2014
Capco February 2011 - June 2011
Bank of New York Mellon October 2010 - February 2011
Adeptyx Consulting November 2009 - September 2010
Cutter Associates January 2008 - October 2009
Deutsche Bank January 2003 - December 2007
Lewtan January 2000 - December 2002
Skills
Capital Markets, Derivatives, Fixed Income, Financial Markets, Portfolio Management, Risk Management, Equities, Investments, Collateral Management, Loans, Product Management, Financial Transactions, Asset Management, Hedge Funds, Trading, Structured Products, Investment Banking, Cash Management, Securities, FX, Structured Finance, Business Analysis, Bonds, Risk, Valuation, Treasury Management, Commodities, Bloomberg, Back Office, Trading Systems, Vendor Management, Wealth Management, Alternative Investments, Banking, ABS, Swaps, Money Market, Management Consulting, Options, Settlement, Emerging Markets, Credit Risk, Project Management, Order Management, Financial Services, Project Portfolio..., Market Data, Credit Derivatives, SDLC, Interest Rate...
Education
Bryant College 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
Bryant University 1974 — 1978
BSBA, Computer Science
Knowledgent May 2015 - Present
Quinn Emanuel Urqhard & Sullivan, LLP October 2014 - Present
IGATE Technologies April 2014 - May 2015
LiquidHub, Inc. July 2011 - February 2014
Capco February 2011 - June 2011
Bank of New York Mellon October 2010 - February 2011
Adeptyx Consulting November 2009 - September 2010
Cutter Associates January 2008 - October 2009
Deutsche Bank January 2003 - December 2007
Lewtan January 2000 - December 2002
Skills
Capital Markets, Derivatives, Fixed Income, Financial Markets, Portfolio Management, Risk Management, Equities, Investments, Collateral Management, Loans, Product Management, Financial Transactions, Asset Management, Hedge Funds, Trading, Structured Products, Investment Banking, Cash Management, Securities, FX, Structured Finance, Business Analysis, Bonds, Risk, Valuation, Treasury Management, Commodities, Bloomberg, Back Office, Trading Systems, Vendor Management, Wealth Management, Alternative Investments, Banking, ABS, Swaps, Money Market, Management Consulting, Options, Settlement, Emerging Markets, Credit Risk, Project Management, Order Management, Financial Services, Project Portfolio..., Market Data, Credit Derivatives, SDLC, Interest Rate...
Education
Bryant College 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
Bryant University 1974 — 1978
BSBA, Computer Science
Rob Lieving Rob Lieving's Cutter Associates Experience January 2005 - August 2009
Job Owner at Lieving, Inc.
Industry Management Consulting
Experience
Lieving LLC August 2011 - Present
Adeptyx Consulting August 2009 - August 2011
Cutter Associates January 2005 - August 2009
Lieving, Inc. May 2004 - December 2005
Robert Half Management Resources June 2003 - May 2004
FCL 2003 - 2003
PricewaterhouseCoopers 1998 - 2003
American Express 2000 - 2000
US Bank 1998 - 1999
State of Wisconsin Investment Board 1997 - 1998
Skills
C#, JavaScript, ExtJS, XML, ASP.NET, Database Design, ETL, Application Design, Business Analysis, ADO, Data Transformation, SQL Server, SSIS, Buy-side, Trading, SQL, Web Services, Crystal Reports, Microsoft SQL Server, Process Improvement, Visual Basic, IIS, Databases, Data Warehousing, Web Applications, SharePoint, Enterprise Software, Fixed Income, Requirements Gathering
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance, IT
University of Wisconsin-Madison 1989 — 1992
BA, English/History
Lieving LLC August 2011 - Present
Adeptyx Consulting August 2009 - August 2011
Cutter Associates January 2005 - August 2009
Lieving, Inc. May 2004 - December 2005
Robert Half Management Resources June 2003 - May 2004
FCL 2003 - 2003
PricewaterhouseCoopers 1998 - 2003
American Express 2000 - 2000
US Bank 1998 - 1999
State of Wisconsin Investment Board 1997 - 1998
Skills
C#, JavaScript, ExtJS, XML, ASP.NET, Database Design, ETL, Application Design, Business Analysis, ADO, Data Transformation, SQL Server, SSIS, Buy-side, Trading, SQL, Web Services, Crystal Reports, Microsoft SQL Server, Process Improvement, Visual Basic, IIS, Databases, Data Warehousing, Web Applications, SharePoint, Enterprise Software, Fixed Income, Requirements Gathering
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance, IT
University of Wisconsin-Madison 1989 — 1992
BA, English/History
Nick Orlando Nick Orlando's Cutter Associates Experience November 2010 - January 2011
Job Premier Relationship Manager/Bank Officer
Industry Banking
Experience
Citizens Bank, Wealth Managment - Premier Banking January 2015 - Present
New York Life Insurance Company July 2013 - January 2015
Pegasystems February 2012 - July 2013
InfoReach, Inc. January 2011 - January 2012
Cutter Associates November 2010 - January 2011
Portware April 2006 - April 2010
NeoNet Securities 2006 - 2006
E*TRADE Capital Markets 2004 - 2006
Natexis Bleichroeder 2001 - 2004
Bloomberg 2000 - 2001
Skills
Trading, Electronic Trading, Hedge Funds, Capital Markets, Case Management, Cloud Computing, Asset Managment, Equities, CRM, Options, Derivatives, Investments, Order Management, Market Data, Equity Trading, Securities, Risk Management, Financial Services, Relationship Management, Portfolio Management, Case Managment, FX Options, Enterprise Software, Emerging Markets, Commodity, Mutual Funds, Business Analysis, Investment Banking, 401k Rollovers, Annuity Sales, Asset Protection, CLU, CRPC, CRPS, Estate Planning, Insurance, Licensed Life & Health..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Wealth Preservation..., Trading Systems, Back Office, Prime Brokerage
Education
Northeastern University 1989 — 1994
BS, Finance, International Business
CHS 1985 — 1989
Citizens Bank, Wealth Managment - Premier Banking January 2015 - Present
New York Life Insurance Company July 2013 - January 2015
Pegasystems February 2012 - July 2013
InfoReach, Inc. January 2011 - January 2012
Cutter Associates November 2010 - January 2011
Portware April 2006 - April 2010
NeoNet Securities 2006 - 2006
E*TRADE Capital Markets 2004 - 2006
Natexis Bleichroeder 2001 - 2004
Bloomberg 2000 - 2001
Skills
Trading, Electronic Trading, Hedge Funds, Capital Markets, Case Management, Cloud Computing, Asset Managment, Equities, CRM, Options, Derivatives, Investments, Order Management, Market Data, Equity Trading, Securities, Risk Management, Financial Services, Relationship Management, Portfolio Management, Case Managment, FX Options, Enterprise Software, Emerging Markets, Commodity, Mutual Funds, Business Analysis, Investment Banking, 401k Rollovers, Annuity Sales, Asset Protection, CLU, CRPC, CRPS, Estate Planning, Insurance, Licensed Life & Health..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Wealth Preservation..., Trading Systems, Back Office, Prime Brokerage
Education
Northeastern University 1989 — 1994
BS, Finance, International Business
CHS 1985 — 1989
Chris Stifel, CIPM's Cutter Associates Experience February 2014 - Present
Job Consultant Cutter Associates
Industry Investment Management
Experience
Cutter Associates February 2014 - Present
Income Research & Management July 2008 - October 2013
Bank of America November 2004 - July 2008
John Hancock Advisers 1999 - 2004
Fidelity Investments 1997 - 1999
Skills
Asset Managment, Auditing, Financial Analysis, Equities, Mutual Funds, Investments, Asset Management, Bloomberg, Portfolio Management, Fixed Income, Securities, Investment Management, Capital Markets, Valuation, Management, Wealth Management, Series 7, Derivatives, Bonds, Asset Allocation, Trading, Financial Modeling, Alternative Investments, Financial Services, Investment Strategies
Education
Bentley University 1994 — 1997
Finance, General
Cutter Associates February 2014 - Present
Income Research & Management July 2008 - October 2013
Bank of America November 2004 - July 2008
John Hancock Advisers 1999 - 2004
Fidelity Investments 1997 - 1999
Skills
Asset Managment, Auditing, Financial Analysis, Equities, Mutual Funds, Investments, Asset Management, Bloomberg, Portfolio Management, Fixed Income, Securities, Investment Management, Capital Markets, Valuation, Management, Wealth Management, Series 7, Derivatives, Bonds, Asset Allocation, Trading, Financial Modeling, Alternative Investments, Financial Services, Investment Strategies
Education
Bentley University 1994 — 1997
Finance, General
Bryan DiMare's Cutter Associates Experience October 2014 - Present
Job Consultant at Cutter Associates
Industry Financial Services
Experience
Cutter Associates October 2014 - Present
Massachusetts Youth Leadership Foundation September 2011 - Present
College of the Holy Cross Alumni Association July 2008 - Present
Massachusetts Youth Leadership Foundation September 2012 - November 2014
Brown Brothers Harriman December 2013 - October 2014
Brown Brothers Harriman March 2013 - December 2013
Brown Brothers Harriman August 2011 - December 2013
Brown Brothers Harriman November 2010 - August 2011
Brown Brothers Harriman September 2007 - November 2010
Jesuit Volunteer Corps August 2006 - August 2007
Skills
ETFs, Global Custody, Financial Services, Securities, Mutual Funds, Bloomberg, Corporate Actions, Equities, Alternative Investments, Investments, Mentoring, MBA, Board of Director..., Leadership Development, Non-profit Board..., Leadership, Team Leadership, Youth Empowerment, Youth Mentoring, Community Service, Fixed Income, Public Speaking, Management, Nonprofits, Community Outreach, Risk Management, Funding
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master of Business Administration (MBA)
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Economics, Political Science
Cutter Associates October 2014 - Present
Massachusetts Youth Leadership Foundation September 2011 - Present
College of the Holy Cross Alumni Association July 2008 - Present
Massachusetts Youth Leadership Foundation September 2012 - November 2014
Brown Brothers Harriman December 2013 - October 2014
Brown Brothers Harriman March 2013 - December 2013
Brown Brothers Harriman August 2011 - December 2013
Brown Brothers Harriman November 2010 - August 2011
Brown Brothers Harriman September 2007 - November 2010
Jesuit Volunteer Corps August 2006 - August 2007
Skills
ETFs, Global Custody, Financial Services, Securities, Mutual Funds, Bloomberg, Corporate Actions, Equities, Alternative Investments, Investments, Mentoring, MBA, Board of Director..., Leadership Development, Non-profit Board..., Leadership, Team Leadership, Youth Empowerment, Youth Mentoring, Community Service, Fixed Income, Public Speaking, Management, Nonprofits, Community Outreach, Risk Management, Funding
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master of Business Administration (MBA)
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Economics, Political Science
James Plassmann's Cutter Associates Experience May 2013 - Present
Job Senior Research Analyst at Cutter Associates
Industry Computer Software
Experience
Cutter Associates May 2013 - Present
Satuit Technologies November 2010 - May 2013
Satuit Technologies March 2010 - November 2010
Satuit Technologies February 2009 - March 2010
Satuit Technologies March 2006 - February 2009
Pearson Education August 2005 - February 2006
The NPD Group December 2000 - February 2004
Andersen Consulting (Accenture) June 1999 - June 2000
Skills
Product Management, Business Relationship..., Business Process, Account Management, Software Implementation, Software Consulting, Customer Relations, SaaS, Product Development, Strategic Planning, Business Analysis, Business Strategy, Process Improvement, Team Leadership, Key Account Management, Analysis, Public Speaking, Excel, Requirements Analysis, Problem Solving, Integration, Enterprise Software, Microsoft Excel, Business Intelligence, CRM, Customer Service, Management, Strategy, Agile Methodologies, Business Development, Software Development, Consulting, Data Analysis, Project Management, Cloud Computing, Software Project...
Education
Columbia University in the City of New York 2001 — 2004
Masters
Rensselaer Polytechnic Institute 1997 — 1999
Bachelors of Science
Cutter Associates May 2013 - Present
Satuit Technologies November 2010 - May 2013
Satuit Technologies March 2010 - November 2010
Satuit Technologies February 2009 - March 2010
Satuit Technologies March 2006 - February 2009
Pearson Education August 2005 - February 2006
The NPD Group December 2000 - February 2004
Andersen Consulting (Accenture) June 1999 - June 2000
Skills
Product Management, Business Relationship..., Business Process, Account Management, Software Implementation, Software Consulting, Customer Relations, SaaS, Product Development, Strategic Planning, Business Analysis, Business Strategy, Process Improvement, Team Leadership, Key Account Management, Analysis, Public Speaking, Excel, Requirements Analysis, Problem Solving, Integration, Enterprise Software, Microsoft Excel, Business Intelligence, CRM, Customer Service, Management, Strategy, Agile Methodologies, Business Development, Software Development, Consulting, Data Analysis, Project Management, Cloud Computing, Software Project...
Education
Columbia University in the City of New York 2001 — 2004
Masters
Rensselaer Polytechnic Institute 1997 — 1999
Bachelors of Science
James Rust's Cutter Associates Experience May 2012 - December 2012
Job Public Policy and Finance Professional
Industry Public Policy
Experience
Independent and Experienced August 2014 - Present
Omnicap LLC December 2012 - July 2014
Cutter Associates May 2012 - December 2012
MBTA March 2005 - May 2012
Massachusetts Turnpike Authority 2003 - 2005
Massachusetts Water Resources Auhrority 2001 - 2003
EG&G Technical Services 1999 - 2001
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Budgets, Capital Budgeting, Public Finance, Financial Reporting, Government, Risk Management, Project Management, Program Management, Project Planning, Investments, Public Policy, Fiscal Policy, Financial Systems, Strategic Financial..., Transportation, Nonprofits, Registered investment..., Finance, Analysis, Mergers & Acquisitions, Financial Planning, Project Finance, Economics, Process Improvement
Education
Harvard University Kennedy School of Government 1997 — 1999
Master's degree, Public Policy Analysis and Urban Planning
University of Massachusetts Boston 1990 — 1995
MA, Economics
Boston College High School
Independent and Experienced August 2014 - Present
Omnicap LLC December 2012 - July 2014
Cutter Associates May 2012 - December 2012
MBTA March 2005 - May 2012
Massachusetts Turnpike Authority 2003 - 2005
Massachusetts Water Resources Auhrority 2001 - 2003
EG&G Technical Services 1999 - 2001
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Budgets, Capital Budgeting, Public Finance, Financial Reporting, Government, Risk Management, Project Management, Program Management, Project Planning, Investments, Public Policy, Fiscal Policy, Financial Systems, Strategic Financial..., Transportation, Nonprofits, Registered investment..., Finance, Analysis, Mergers & Acquisitions, Financial Planning, Project Finance, Economics, Process Improvement
Education
Harvard University Kennedy School of Government 1997 — 1999
Master's degree, Public Policy Analysis and Urban Planning
University of Massachusetts Boston 1990 — 1995
MA, Economics
Boston College High School
Anne Keys's Cutter Associates Experience October 2006 - Present
Job Experienced Project Manager and Sr. Business Analyst
Industry Financial Services
Experience
Cutter Associates October 2006 - Present
Bisys Hedge Fund Services September 2005 - July 2006
Bank of America April 2004 - October 2004
Fleet Bank November 2001 - April 2004
Columbia Management Group 2002 - 2004
Liberty Funds Group August 1996 - November 2001
Massachusetts Financial Company 1982 - 1996
MFS Investment Management 1982 - 1996
Skills
Investments, Asset Managment, Financial Risk, Software Documentation, Portfolio Management, Risk Management, Vendor Management, Business Analysis, Project Management, Process Improvement, Mutual Funds, Requirements Gathering, Change Management, Fixed Income, Relationship Management, Program Management, Strategy, Trading, Asset Management, Hedge Funds, Investment Management, Project Portfolio...
Education
Southern New Hampshire University 1973 — 1975
AS, Business Administration
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ramsey HS
Cutter Associates October 2006 - Present
Bisys Hedge Fund Services September 2005 - July 2006
Bank of America April 2004 - October 2004
Fleet Bank November 2001 - April 2004
Columbia Management Group 2002 - 2004
Liberty Funds Group August 1996 - November 2001
Massachusetts Financial Company 1982 - 1996
MFS Investment Management 1982 - 1996
Skills
Investments, Asset Managment, Financial Risk, Software Documentation, Portfolio Management, Risk Management, Vendor Management, Business Analysis, Project Management, Process Improvement, Mutual Funds, Requirements Gathering, Change Management, Fixed Income, Relationship Management, Program Management, Strategy, Trading, Asset Management, Hedge Funds, Investment Management, Project Portfolio...
Education
Southern New Hampshire University 1973 — 1975
AS, Business Administration
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ramsey HS
Alexis Bridgett's Cutter Associates Experience September 2007 - Present
Job Director of Business Applications at Cutter Associates
Industry Computer Software
Experience
Cutter Associates September 2007 - Present
Thomson Financial October 2006 - August 2007
Thomson Financial January 2005 - October 2006
Thomson Financial/CCBN April 2003 - January 2005
Thomson Financial/CCBN August 2002 - August 2003
iSyndicate, Inc. July 2000 - April 2001
Public Consulting Group June 1997 - August 1999
Skills
Salesforce.com, Product Management, Vendor Management, Financial Services, Business Analysis, Management, Process Improvement, Cross-functional Team..., Project Management, Content Management, CRM, Strategy, Strategic Planning, Relationship Management, SaaS, HTML, Leadership, Business Process, Account Management, Enterprise Software, Strategic Partnerships, Executive Management, Sales, SharePoint, SQL
Education
Cornell University 1996 — 1997
Master of Public Administration (MPA)
Cornell University 1992 — 1996
Bachelor of Science (BS)
Cutter Associates September 2007 - Present
Thomson Financial October 2006 - August 2007
Thomson Financial January 2005 - October 2006
Thomson Financial/CCBN April 2003 - January 2005
Thomson Financial/CCBN August 2002 - August 2003
iSyndicate, Inc. July 2000 - April 2001
Public Consulting Group June 1997 - August 1999
Skills
Salesforce.com, Product Management, Vendor Management, Financial Services, Business Analysis, Management, Process Improvement, Cross-functional Team..., Project Management, Content Management, CRM, Strategy, Strategic Planning, Relationship Management, SaaS, HTML, Leadership, Business Process, Account Management, Enterprise Software, Strategic Partnerships, Executive Management, Sales, SharePoint, SQL
Education
Cornell University 1996 — 1997
Master of Public Administration (MPA)
Cornell University 1992 — 1996
Bachelor of Science (BS)
Bryan Ray's Cutter Associates Experience December 2009 - March 2011
Job Compliance Contractor at Scotia Capital USA
Industry Investment Management
Experience
Scotia Capital USA January 2014 - Present
Adecco Group August 2013 - December 2013
ForwardThink Group January 2012 - April 2013
Cutter Associates December 2009 - March 2011
Deutsche Asset Management 2007 - 2008
AIG Global Investment Group 2006 - 2007
Brown Brothers Harriman 2000 - 2006
Deutsche Bank 1999 - 2000
Skills
Investments, Financial Services, Fixed Income, Equities, Asset Management, Analysis
Education
Pace University 2002 — 2005
MBA
Fordham University 1992 — 1995
B.S.
Scotia Capital USA January 2014 - Present
Adecco Group August 2013 - December 2013
ForwardThink Group January 2012 - April 2013
Cutter Associates December 2009 - March 2011
Deutsche Asset Management 2007 - 2008
AIG Global Investment Group 2006 - 2007
Brown Brothers Harriman 2000 - 2006
Deutsche Bank 1999 - 2000
Skills
Investments, Financial Services, Fixed Income, Equities, Asset Management, Analysis
Education
Pace University 2002 — 2005
MBA
Fordham University 1992 — 1995
B.S.
Caroline McCowan's Cutter Associates Experience October 2009 - March 2011
Job Marketing Associate at Bay State College
Industry Higher Education
Experience
Bay State College April 2013 - Present
Bay State College March 2011 - April 2013
Cutter Associates October 2009 - March 2011
Enterprise Rent-A-Car May 2008 - September 2008
Skills
Salesforce.com, Marketing, Facebook, Google Analytics, Social Networking, Public Speaking, Social Media, PowerPoint
Education
Assumption College 2005 — 2009
Bachelor of Arts, Marketing
Bay State College April 2013 - Present
Bay State College March 2011 - April 2013
Cutter Associates October 2009 - March 2011
Enterprise Rent-A-Car May 2008 - September 2008
Skills
Salesforce.com, Marketing, Facebook, Google Analytics, Social Networking, Public Speaking, Social Media, PowerPoint
Education
Assumption College 2005 — 2009
Bachelor of Arts, Marketing
Laura Jesson's Cutter Associates Experience January 2013 - Present
Job Research Analyst at Cutter Associates
Industry Investment Management
Experience
Cutter Associates January 2013 - Present
Wells Capital Management January 2005 - January 2013
Omgeo April 2002 - January 2005
Accenture September 1997 - April 2002
Education
Amherst College 1993 — 1997
BA, Economics, Psychology
Cutter Associates January 2013 - Present
Wells Capital Management January 2005 - January 2013
Omgeo April 2002 - January 2005
Accenture September 1997 - April 2002
Education
Amherst College 1993 — 1997
BA, Economics, Psychology
Rosemary Haviland's Cutter Associates Experience March 2005 - June 2007
Job Marketing Specialist at Navin, Haffty & Associates
Industry Management Consulting
Experience
Navin, Haffty & Associates June 2015 - Present
Beacon Partners January 2014 - May 2015
Beacon Partners January 2012 - May 2015
Beacon Partners July 2013 - January 2014
Beacon Partners June 2007 - January 2012
Cutter Associates March 2005 - June 2007
Skills
Proposal Writing, Process Improvement, New Business Development, Project Management, Budgets, Team Building, Cross-functional Team..., Program Management, Strategic Planning, Change Management, Contract Negotiation, HIPAA, Strategy, Healthcare, EHR
Education
Brandeis University
English Language and Literature/Letters
The Katharine Gibbs School
Business/Commerce, General
marshfield
marshfield
Navin, Haffty & Associates June 2015 - Present
Beacon Partners January 2014 - May 2015
Beacon Partners January 2012 - May 2015
Beacon Partners July 2013 - January 2014
Beacon Partners June 2007 - January 2012
Cutter Associates March 2005 - June 2007
Skills
Proposal Writing, Process Improvement, New Business Development, Project Management, Budgets, Team Building, Cross-functional Team..., Program Management, Strategic Planning, Change Management, Contract Negotiation, HIPAA, Strategy, Healthcare, EHR
Education
Brandeis University
English Language and Literature/Letters
The Katharine Gibbs School
Business/Commerce, General
marshfield
marshfield