Dalbar Company
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Dalbar Employees
Employee
Years
Job
Industry
Domenic Locapo Domenic Locapo's Dalbar Experience August 2003 - August 2005
Job Senior PR Manager at Kronos
Industry Public Relations and Communications
Experience
Kronos June 2014 - Present
Axis Communications November 2009 - June 2014
Juniper Networks May 2008 - August 2009
PAN Communications August 2005 - May 2008
Dalbar August 2003 - August 2005
Skills
Public Relations, Media Relations, Messaging, Social Media, Editing, Blogging, Product Launch, News Analysis, Trade Shows, Marketing Communications, Corporate Communications, Strategic Communications, Integrated Marketing, Account Management, Marketing Strategy, Internal Communications, Competitive Analysis, Management, Content Management, Copywriting, Crisis Communications, Product Marketing
Education
Boston College 1999 — 2003
BS, Communications, English
Chelmsford High School 1995 — 1999
Kronos June 2014 - Present
Axis Communications November 2009 - June 2014
Juniper Networks May 2008 - August 2009
PAN Communications August 2005 - May 2008
Dalbar August 2003 - August 2005
Skills
Public Relations, Media Relations, Messaging, Social Media, Editing, Blogging, Product Launch, News Analysis, Trade Shows, Marketing Communications, Corporate Communications, Strategic Communications, Integrated Marketing, Account Management, Marketing Strategy, Internal Communications, Competitive Analysis, Management, Content Management, Copywriting, Crisis Communications, Product Marketing
Education
Boston College 1999 — 2003
BS, Communications, English
Chelmsford High School 1995 — 1999
Kaitlin Murphy-Knudsen Kaitlin Murphy-Knudsen's Dalbar Experience 1994 - 1995
Job Editor, Writer, Communications Consultant, Writing Coach and College Writing Instructor
Industry Writing and Editing
Experience
The University of Tampa August 2012 - Present
www.kaitlinmurphy.org November 2010 - Present
DC Public Schools August 2007 - October 2010
Public/Private High Schools and Universities 1998 - 2008
W.W. Norton & Company 1995 - 1996
Dalbar 1994 - 1995
Skills
Blogging, Writing, Press Releases, Non-fiction, Non-profits, Editing, Newsletters, Public Speaking, Nonprofits, Proposal Writing, Books, Copy Editing, Strategy, Strategic Communications, Publicity, Web Content, Media Relations, Copywriting, Journalism
Education
New York University 1996 — 1998
MA, Ed., Secondary English Education
Columbia University in the City of New York 1992 — 1994
BA, Psychology
BHS
The University of Tampa August 2012 - Present
www.kaitlinmurphy.org November 2010 - Present
DC Public Schools August 2007 - October 2010
Public/Private High Schools and Universities 1998 - 2008
W.W. Norton & Company 1995 - 1996
Dalbar 1994 - 1995
Skills
Blogging, Writing, Press Releases, Non-fiction, Non-profits, Editing, Newsletters, Public Speaking, Nonprofits, Proposal Writing, Books, Copy Editing, Strategy, Strategic Communications, Publicity, Web Content, Media Relations, Copywriting, Journalism
Education
New York University 1996 — 1998
MA, Ed., Secondary English Education
Columbia University in the City of New York 1992 — 1994
BA, Psychology
BHS
Harriett Magee Harriett Magee's Dalbar Experience June 1994 - August 1996
Job Freelance Editor/Writer, specializing in institutional investing/private equity
Industry Investment Management
Experience
Harriett Magee June 2013 - Present
Cambridge Associates LLC April 2005 - June 2013
Financial Services Companies September 1996 - 2005
Financial Publishing Services 2004 - 2004
Pragmatech Software 1995 - 1998
Dalbar June 1994 - August 1996
National Investment Company Services Assn. January 1989 - May 1994
Skills
Newsletters, Editing, Investments, Private Equity, Public Relations, Due Diligence, Venture Capital, Equities, Journalism, Financial Services, Mutual Funds
Education
Boston College
MSW, Clinical social work
Connecticut College
BA, French
The Institute of Dancenergy
Harriett Magee June 2013 - Present
Cambridge Associates LLC April 2005 - June 2013
Financial Services Companies September 1996 - 2005
Financial Publishing Services 2004 - 2004
Pragmatech Software 1995 - 1998
Dalbar June 1994 - August 1996
National Investment Company Services Assn. January 1989 - May 1994
Skills
Newsletters, Editing, Investments, Private Equity, Public Relations, Due Diligence, Venture Capital, Equities, Journalism, Financial Services, Mutual Funds
Education
Boston College
MSW, Clinical social work
Connecticut College
BA, French
The Institute of Dancenergy
John G. Harrington's Dalbar Experience October 1996 - January 1998
Job Senior Relationship Manager at PNC
Industry Investment Management
Experience
PNC July 2015 - Present
US Bank July 2000 - July 2015
Insurance Accounting & Systems Assoc. (IASA) July 2012 - June 2014
Thomson Financial 1997 - 2000
Dalbar October 1996 - January 1998
Ackerley Outdoor January 1994 - October 1996
Cahners Exposition/Reed Exhibition Cos. 1989 - 1992
Newton Board of Alderman January 1988 - December 1990
Realtor May 1984 - July 1989
Skills
Business Development, Leadership, Public Speaking, Relationship Management, Management, Sales, Risk Management, Real Estate, Strategy, Advertising, Strategic Planning, Creative Solutions
Education
Boston University 1980 — 1984
BA, Economics
Newton North High School 1977 — 1980
PNC July 2015 - Present
US Bank July 2000 - July 2015
Insurance Accounting & Systems Assoc. (IASA) July 2012 - June 2014
Thomson Financial 1997 - 2000
Dalbar October 1996 - January 1998
Ackerley Outdoor January 1994 - October 1996
Cahners Exposition/Reed Exhibition Cos. 1989 - 1992
Newton Board of Alderman January 1988 - December 1990
Realtor May 1984 - July 1989
Skills
Business Development, Leadership, Public Speaking, Relationship Management, Management, Sales, Risk Management, Real Estate, Strategy, Advertising, Strategic Planning, Creative Solutions
Education
Boston University 1980 — 1984
BA, Economics
Newton North High School 1977 — 1980
Lauren Himml Lauren Himml's Dalbar Experience 1993 - 2000
Job Business Intelligence Analyst at Boston University
Industry Market Research
Experience
Boston University January 2014 - Present
Eduventures April 2011 - December 2013
Sea Change Research and Consulting January 2010 - April 2011
AMP Agency October 2006 - November 2008
AMP Agency February 2003 - October 2006
Dalbar, Inc. 2001 - 2002
PaineWebber 2000 - 2001
Dalbar 1993 - 2000
Fleet Bank April 1988 - December 1992
Bank of New England 1988 - 1992
Skills
Qualitative Research, Customer Insight, Quantitative Research, Survey Design, Focus Groups, Data Analysis, Strategy, Interviews, International Relations, Analysis, Consulting, Research, Higher Education, Online Research, Marketing Strategy, Workshop Facilitation, CRM, Business Development, Consumer Behaviour, Market Research, Statistics, Program Evaluation, Program Management, Team Building, Financial Services, Marketing, Ethnography, Proposal Writing, Salesforce.com, SPSS, Leadership, Research Design, Program Development, Report Writing, Strategic Communications, Management Consulting, Management, Market Analysis, Survey Research, Project Planning, Strategic Planning, Strategic Partnerships
Education
Simmons College
B.A., Math/Economics
Boston University January 2014 - Present
Eduventures April 2011 - December 2013
Sea Change Research and Consulting January 2010 - April 2011
AMP Agency October 2006 - November 2008
AMP Agency February 2003 - October 2006
Dalbar, Inc. 2001 - 2002
PaineWebber 2000 - 2001
Dalbar 1993 - 2000
Fleet Bank April 1988 - December 1992
Bank of New England 1988 - 1992
Skills
Qualitative Research, Customer Insight, Quantitative Research, Survey Design, Focus Groups, Data Analysis, Strategy, Interviews, International Relations, Analysis, Consulting, Research, Higher Education, Online Research, Marketing Strategy, Workshop Facilitation, CRM, Business Development, Consumer Behaviour, Market Research, Statistics, Program Evaluation, Program Management, Team Building, Financial Services, Marketing, Ethnography, Proposal Writing, Salesforce.com, SPSS, Leadership, Research Design, Program Development, Report Writing, Strategic Communications, Management Consulting, Management, Market Analysis, Survey Research, Project Planning, Strategic Planning, Strategic Partnerships
Education
Simmons College
B.A., Math/Economics
Susan Weiner, CFA Susan Weiner, CFA's Dalbar Experience 1994 - 1998
Job White paper and commentary writer | Speaker | Author of "Financial Blogging" book
Industry Writing and Editing
Experience
InvestmentWriting.com, turning financial professionals' ideas into persuasive writing 2003 - Present
Columbia Management Group (Fleet) 1998 - 2003
Dalbar 1994 - 1998
Writer and Japanese Business Consultant 1989 - 1994
Batterymarch Financial Management 1987 - 1989
Skills
Financial writing, White papers, Ghostwriting, Writing about..., Mutual fund annual and..., Social media, Blogging, Training, Teaching writing, Investment commentary, Speaker, Investments, White Papers, Writing, Social Media, Public Speaking, Mutual Funds
Education
Harvard University
Ph.D.
Oberlin College
B.A.
InvestmentWriting.com, turning financial professionals' ideas into persuasive writing 2003 - Present
Columbia Management Group (Fleet) 1998 - 2003
Dalbar 1994 - 1998
Writer and Japanese Business Consultant 1989 - 1994
Batterymarch Financial Management 1987 - 1989
Skills
Financial writing, White papers, Ghostwriting, Writing about..., Mutual fund annual and..., Social media, Blogging, Training, Teaching writing, Investment commentary, Speaker, Investments, White Papers, Writing, Social Media, Public Speaking, Mutual Funds
Education
Harvard University
Ph.D.
Oberlin College
B.A.
Anne Zinter Anne Zinter's Dalbar Experience 2000 - 2004
Job Sr. Analyst, Learning & Development Professional
Industry Financial Services
Experience
Wellington Management July 2013 - Present
Interaction Associates August 2012 - June 2013
Interaction Associates July 2010 - July 2012
Interaction Associates August 2008 - July 2010
Interaction Associates June 2006 - July 2008
Interaction Associates July 2004 - June 2006
Dalbar 2000 - 2004
Partners First 1998 - 2000
Skills
Employee Engagement, Executive Development, Performance Management, Team Building, Training Delivery, Succession Planning, Public Speaking, Training, Leadership, Cross-functional Team..., Performance Improvement, Business Development, Employee Training, Blended Learning, Consulting, Project Planning, Sales, Team Leadership, New Business Development
Education
Harvard University Graduate School of Education 1997 — 1998
EdM, Education
Boston University 1993 — 1997
BS/ BA, Education/ Sociology
Mt. Olive High School 1989 — 1993
Wellington Management July 2013 - Present
Interaction Associates August 2012 - June 2013
Interaction Associates July 2010 - July 2012
Interaction Associates August 2008 - July 2010
Interaction Associates June 2006 - July 2008
Interaction Associates July 2004 - June 2006
Dalbar 2000 - 2004
Partners First 1998 - 2000
Skills
Employee Engagement, Executive Development, Performance Management, Team Building, Training Delivery, Succession Planning, Public Speaking, Training, Leadership, Cross-functional Team..., Performance Improvement, Business Development, Employee Training, Blended Learning, Consulting, Project Planning, Sales, Team Leadership, New Business Development
Education
Harvard University Graduate School of Education 1997 — 1998
EdM, Education
Boston University 1993 — 1997
BS/ BA, Education/ Sociology
Mt. Olive High School 1989 — 1993
Shawn Keefe Shawn Keefe's Dalbar Experience May 2000 - November 2000
Job Senior Client Service Manager at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing June 2010 - Present
BNY Mellon Asset Servicing March 2008 - June 2010
Brickmill Marketing Services June 2007 - March 2008
W.A. Wilde June 2006 - June 2007
BNY Mellon Asset Servicing November 2000 - June 2006
Dalbar May 2000 - November 2000
Putnam Investments March 1999 - May 2000
Skills
Direct Marketing, Account Management, CRM, Direct Mail, Financial Services, Management, Mutual Funds, Analysis, Contract Negotiation, Customer Satisfaction, Nonprofits, Relationship Management, Vendor Management, Business Analysis, Asset Management, Process Improvement, New Business Development, Sales, Call Centers, Project Management, Salesforce.com, Training
Education
Southern New Hampshire University 2015 — 2018
Business Administration
Fitchburg State University 1996 — 1997
Business Administration
BNY Mellon Asset Servicing June 2010 - Present
BNY Mellon Asset Servicing March 2008 - June 2010
Brickmill Marketing Services June 2007 - March 2008
W.A. Wilde June 2006 - June 2007
BNY Mellon Asset Servicing November 2000 - June 2006
Dalbar May 2000 - November 2000
Putnam Investments March 1999 - May 2000
Skills
Direct Marketing, Account Management, CRM, Direct Mail, Financial Services, Management, Mutual Funds, Analysis, Contract Negotiation, Customer Satisfaction, Nonprofits, Relationship Management, Vendor Management, Business Analysis, Asset Management, Process Improvement, New Business Development, Sales, Call Centers, Project Management, Salesforce.com, Training
Education
Southern New Hampshire University 2015 — 2018
Business Administration
Fitchburg State University 1996 — 1997
Business Administration
Carol Swanson's Dalbar Experience August 2004 - February 2005
Job Senior Editor at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Advisor Solutions July 2012 - Present
RBS Citizens Financial Group August 2010 - July 2012
DALBAR, Inc. December 2007 - August 2010
CEG Communications July 2007 - November 2009
Standard & Poor's Financial Communications March 2005 - March 2007
DALBAR August 2004 - February 2005
Standard & Poor's Financial Communications August 1993 - August 2003
Boston University July 1990 - August 1993
Skills
Financial Services, Writing, Editing, Strategic Communications, Marketing Communications, Internal Communications, Market Research, Media Relations, Newsletters, Editorial, Public Relations, Project Management, Analysis, Leadership
Education
Simmons College - Simmons School of Management 2003 — 2004
MBA, marketing, entrepreneurship
Boston University 1986 — 1990
BS, Mass Communications/Public Relations
Broadridge Advisor Solutions July 2012 - Present
RBS Citizens Financial Group August 2010 - July 2012
DALBAR, Inc. December 2007 - August 2010
CEG Communications July 2007 - November 2009
Standard & Poor's Financial Communications March 2005 - March 2007
DALBAR August 2004 - February 2005
Standard & Poor's Financial Communications August 1993 - August 2003
Boston University July 1990 - August 1993
Skills
Financial Services, Writing, Editing, Strategic Communications, Marketing Communications, Internal Communications, Market Research, Media Relations, Newsletters, Editorial, Public Relations, Project Management, Analysis, Leadership
Education
Simmons College - Simmons School of Management 2003 — 2004
MBA, marketing, entrepreneurship
Boston University 1986 — 1990
BS, Mass Communications/Public Relations
Justin Van Til's Dalbar Experience 1997 - 1999
Job Principal at Prudent Acceleration
Industry Management Consulting
Experience
Prudent Acceleration September 2015 - Present
Gold Frontiers, LLC. May 2012 - Present
Island Light Capital January 2012 - August 2015
Fore Street Advisory Solutions November 2011 - November 2013
New Frontier Advisors September 2010 - October 2011
Smartleaf, Inc. March 2005 - September 2010
Bullrun Financial March 2001 - February 2004
Asset Sciences Inc. 1999 - 2001
Dalbar 1997 - 1999
Skills
Asset Allocation, Asset Management, Hedge Funds, Wealth Management, Portfolio Management, Asset Managment, Securities, Investments, Strategy, Investment Advisory, Trading, Financial Advisory, High Net Worth..., Investment Management, Financial Modeling, Fixed Income, Equities, Mutual Funds, Investment Strategies, Series 7, Series 63, ETFs, Private Equity, Strategic Financial..., Financial Services, Equity Research, Alternative Investments, Risk Management, Capital Markets
Education
Colby College 1991 — 1995
BA, Economics
Babson College 2001 — 2004
MBA, Entrepreneurship
Prudent Acceleration September 2015 - Present
Gold Frontiers, LLC. May 2012 - Present
Island Light Capital January 2012 - August 2015
Fore Street Advisory Solutions November 2011 - November 2013
New Frontier Advisors September 2010 - October 2011
Smartleaf, Inc. March 2005 - September 2010
Bullrun Financial March 2001 - February 2004
Asset Sciences Inc. 1999 - 2001
Dalbar 1997 - 1999
Skills
Asset Allocation, Asset Management, Hedge Funds, Wealth Management, Portfolio Management, Asset Managment, Securities, Investments, Strategy, Investment Advisory, Trading, Financial Advisory, High Net Worth..., Investment Management, Financial Modeling, Fixed Income, Equities, Mutual Funds, Investment Strategies, Series 7, Series 63, ETFs, Private Equity, Strategic Financial..., Financial Services, Equity Research, Alternative Investments, Risk Management, Capital Markets
Education
Colby College 1991 — 1995
BA, Economics
Babson College 2001 — 2004
MBA, Entrepreneurship
Matt Macauley's Dalbar Experience September 2000 - April 2004
Job SCCM Desktop Architect at CEB
Industry Information Technology and Services
Experience
CEB December 2013 - Present
CEB January 2010 - December 2013
CEB TowerGroup January 2009 - January 2010
TowerGroup January 2007 - January 2009
TowerGroup June 2004 - January 2007
DALBAR September 2000 - April 2004
Skills
Enterprise Risk..., Analytics, Financial Services, Management Consulting, Information Technology, Technology Management, Management, IT Strategy, Banking, SharePoint, Start-ups, Vendor Management, Finance, Training, Product Management, Business Strategy, Remote Desktop, Desktop Computers, Desktop Deployment, Windows Server, Server Administration, Blackberry Enterprise..., Exchange 2010/2007/2003, Segmentation, Program Management, Business Intelligence, Technical Support
Education
Framingham State University 2001 — 2006
BS, Business Administration
CEB December 2013 - Present
CEB January 2010 - December 2013
CEB TowerGroup January 2009 - January 2010
TowerGroup January 2007 - January 2009
TowerGroup June 2004 - January 2007
DALBAR September 2000 - April 2004
Skills
Enterprise Risk..., Analytics, Financial Services, Management Consulting, Information Technology, Technology Management, Management, IT Strategy, Banking, SharePoint, Start-ups, Vendor Management, Finance, Training, Product Management, Business Strategy, Remote Desktop, Desktop Computers, Desktop Deployment, Windows Server, Server Administration, Blackberry Enterprise..., Exchange 2010/2007/2003, Segmentation, Program Management, Business Intelligence, Technical Support
Education
Framingham State University 2001 — 2006
BS, Business Administration
Vincent Sciplini's Dalbar Experience April 2001 - May 2005
Job Vice President, Digital Services at Carnegie Communications
Industry Marketing and Advertising
Experience
Carnegie Communications October 2015 - Present
Charles River Interactive, Inc. March 2015 - Present
Charles River Interactive, Inc. September 2010 - Present
Idearc Media June 2005 - January 2010
Dalbar April 2001 - May 2005
Dalbar, Inc. January 1998 - May 2005
Skills
Sales, Account Management, Strategic Planning, Financial Services, CRM, Management, Forecasting, Analytics, Market Research, Marketing, SEM, Team Management, Business Development, Recruiting, Digital Marketing, Call Centers, Online Advertising, Online Marketing, Training, Email Marketing, Social Media Marketing, Lead Generation, Google Adwords, PPC
Education
University of Phoenix 2004 — 2006
MBA, Marketing
Adelphi University 1988 — 2000
Bachelor of Arts (B.A.)
Saint John's University 1986 — 1988
Carnegie Communications October 2015 - Present
Charles River Interactive, Inc. March 2015 - Present
Charles River Interactive, Inc. September 2010 - Present
Idearc Media June 2005 - January 2010
Dalbar April 2001 - May 2005
Dalbar, Inc. January 1998 - May 2005
Skills
Sales, Account Management, Strategic Planning, Financial Services, CRM, Management, Forecasting, Analytics, Market Research, Marketing, SEM, Team Management, Business Development, Recruiting, Digital Marketing, Call Centers, Online Advertising, Online Marketing, Training, Email Marketing, Social Media Marketing, Lead Generation, Google Adwords, PPC
Education
University of Phoenix 2004 — 2006
MBA, Marketing
Adelphi University 1988 — 2000
Bachelor of Arts (B.A.)
Saint John's University 1986 — 1988
Carrie Merrick's Dalbar Experience 1994 - 2004
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Director of Market ResearchFidelity Institutional Wealth Services2008 - Present
DALBAR 1994 - 2004
Education
Tufts University 1987 — 1991
Walpole High School 1983 — 1987
H.S.
Fidelity Investments Director of Market ResearchFidelity Institutional Wealth Services2008 - Present
DALBAR 1994 - 2004
Education
Tufts University 1987 — 1991
Walpole High School 1983 — 1987
H.S.
Jenifer (Trahan) Stromfors's Dalbar Experience September 2000 - October 2007
Job Director, Strategic Marketing
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services October 2007 - April 2015
DALBAR September 2000 - October 2007
Meyers Group October 1997 - September 2000
Skills
Financial Services, Market Research, Segmentation, Quantitative Research, Survey Design, Business Strategy, Analysis, Retirement Planning, Research, Business Intelligence, Marketing Strategy, Analytics
Education
University of New Hampshire 1991 — 1995
BS, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelor of Science, Business Administration
Barrington High School 1987 — 1991
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services October 2007 - April 2015
DALBAR September 2000 - October 2007
Meyers Group October 1997 - September 2000
Skills
Financial Services, Market Research, Segmentation, Quantitative Research, Survey Design, Business Strategy, Analysis, Retirement Planning, Research, Business Intelligence, Marketing Strategy, Analytics
Education
University of New Hampshire 1991 — 1995
BS, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelor of Science, Business Administration
Barrington High School 1987 — 1991
Andrey Leybovich's Dalbar Experience April 2004 - February 2005
Job Application Architect at Novartis
Industry Information Technology and Services
Experience
Novartis January 2012 - Present
Charles River Development May 2010 - December 2011
IdeaMaverick July 2007 - December 2011
Syrinx Consulting June 2007 - April 2010
Monster.com March 2009 - March 2010
Wellington Management September 2007 - February 2009
TheNextRound Inc. February 2005 - June 2007
Dalbar April 2004 - February 2005
Mass Insurance Systems Inc 2002 - 2004
Skills
C#, SharePoint, ASP.NET, Microsoft SQL Server, jQuery, CSS Javascript, WinForms, C++, .NET, Software Development, Scrum, XML, SQL, Databases, AJAX
Education
St Petersburg State Technical University, St Petersburg, Russia 1996 — 2001
Bachelor of Science, Mechanical Engineering, Control Systems
Novartis January 2012 - Present
Charles River Development May 2010 - December 2011
IdeaMaverick July 2007 - December 2011
Syrinx Consulting June 2007 - April 2010
Monster.com March 2009 - March 2010
Wellington Management September 2007 - February 2009
TheNextRound Inc. February 2005 - June 2007
Dalbar April 2004 - February 2005
Mass Insurance Systems Inc 2002 - 2004
Skills
C#, SharePoint, ASP.NET, Microsoft SQL Server, jQuery, CSS Javascript, WinForms, C++, .NET, Software Development, Scrum, XML, SQL, Databases, AJAX
Education
St Petersburg State Technical University, St Petersburg, Russia 1996 — 2001
Bachelor of Science, Mechanical Engineering, Control Systems
Laurie Naughton's Dalbar Experience August 2005 - May 2007
Job Controller/Director of Finance
Industry Nonprofit Organization Management
Experience
Rickenbacker Resources, Inc. November 2011 - Present
Shore Educational Collaborative June 2007 - September 2008
Dalbar August 2005 - May 2007
Newburyport School Committee 2002 - 2005
Skills
Accounting, Budgets, Payroll, Strategic Planning, Human Resources, Finance, Account Reconciliation, Management, Auditing, Forecasting, Customer Service, Account Management, Process Improvement, Leadership
Education
Bentley University 1995 — 1997
MBA, Finance
University of Massachusetts Dartmouth 1988 — 1992
BS, Management
Rickenbacker Resources, Inc. November 2011 - Present
Shore Educational Collaborative June 2007 - September 2008
Dalbar August 2005 - May 2007
Newburyport School Committee 2002 - 2005
Skills
Accounting, Budgets, Payroll, Strategic Planning, Human Resources, Finance, Account Reconciliation, Management, Auditing, Forecasting, Customer Service, Account Management, Process Improvement, Leadership
Education
Bentley University 1995 — 1997
MBA, Finance
University of Massachusetts Dartmouth 1988 — 1992
BS, Management
Tamer M. Anis's Dalbar Experience 1998 - 2000
Job Experienced Market Research Professional
Industry Market Research
Experience
Fidelity Investments January 2015 - Present
The NPD Group February 2013 - December 2014
Independent Consultant June 2012 - January 2013
KRC Research January 2006 - May 2012
KRC Research January 2004 - December 2005
Chadwick Martin Bailey 2002 - 2003
Chadwick Martin Bailey 2000 - 2002
Dalbar 1998 - 2000
Skills
Market Research, Quantitative Research, Survey Research, Qualitative Research, Survey Design, Questionnaires, Marketing Research, Research, Focus Groups, Analysis, Report Writing, Questionnaire Design, Research Design, Segmentation, Customer Insight, Consumer Insights, Proposal Writing, Strategic Communications, Advertising Research, Data Collection, Primary Research, Consumer Behaviour, Brand Equity, Online Research, SPSS, Competitive Intelligence
Education
McGill University 1992 — 1994
MA, Political Science
Brandeis University 1987 — 1991
Bachelor of Arts (B.A.), Politics
Fidelity Investments January 2015 - Present
The NPD Group February 2013 - December 2014
Independent Consultant June 2012 - January 2013
KRC Research January 2006 - May 2012
KRC Research January 2004 - December 2005
Chadwick Martin Bailey 2002 - 2003
Chadwick Martin Bailey 2000 - 2002
Dalbar 1998 - 2000
Skills
Market Research, Quantitative Research, Survey Research, Qualitative Research, Survey Design, Questionnaires, Marketing Research, Research, Focus Groups, Analysis, Report Writing, Questionnaire Design, Research Design, Segmentation, Customer Insight, Consumer Insights, Proposal Writing, Strategic Communications, Advertising Research, Data Collection, Primary Research, Consumer Behaviour, Brand Equity, Online Research, SPSS, Competitive Intelligence
Education
McGill University 1992 — 1994
MA, Political Science
Brandeis University 1987 — 1991
Bachelor of Arts (B.A.), Politics
Fletcher Crandall's Dalbar Experience 2000 - 2001
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2008 - Present
Brown Brothers Harriman 2006 - 2008
BlackRock 2005 - 2006
State Street Research 2001 - 2005
Dalbar 2000 - 2001
Skills
Middle Office, Fixed Income, Equities, Trading, Settlement, Risk Management, Root Cause Problem...
Education
Salem State University 1998 — 2000
Bachelor of Science, B.S. Political Science
Northeastern University 1995 — 1997
Bachelor of Science, Political Science and Government
State Street Global Advisors January 2008 - Present
Brown Brothers Harriman 2006 - 2008
BlackRock 2005 - 2006
State Street Research 2001 - 2005
Dalbar 2000 - 2001
Skills
Middle Office, Fixed Income, Equities, Trading, Settlement, Risk Management, Root Cause Problem...
Education
Salem State University 1998 — 2000
Bachelor of Science, B.S. Political Science
Northeastern University 1995 — 1997
Bachelor of Science, Political Science and Government
Thom Whittemore's Dalbar Experience April 2000 - August 2004
Job Program Manager at Iron Mountain
Industry Music
Experience
Iron Mountain March 2014 - Present
Iron Mountain September 2004 - March 2014
First Congregational Church of Somerville, UCC October 2006 - May 2013
Iron Mountain September 2009 - August 2010
Dalbar April 2000 - August 2004
Pisgah Lutheran Church March 1995 - April 1997
Skills
Music, Conducting, Song Leading, Singing, Trumpet, Project Management, Vegan Cooking, Theatre, Musical Directing, Records Management, Songs, Choral, Musical Theatre, Nonprofits, Teaching, Training, Choral Conducting, Musicians, Music Education, Composition, Music Theory, Vocalist, Acting, Recording
Education
Community Choir Leadership Training Program 2010 — 2011
University of South Carolina-Columbia 1989 — 1996
BM, Music Education
Iron Mountain March 2014 - Present
Iron Mountain September 2004 - March 2014
First Congregational Church of Somerville, UCC October 2006 - May 2013
Iron Mountain September 2009 - August 2010
Dalbar April 2000 - August 2004
Pisgah Lutheran Church March 1995 - April 1997
Skills
Music, Conducting, Song Leading, Singing, Trumpet, Project Management, Vegan Cooking, Theatre, Musical Directing, Records Management, Songs, Choral, Musical Theatre, Nonprofits, Teaching, Training, Choral Conducting, Musicians, Music Education, Composition, Music Theory, Vocalist, Acting, Recording
Education
Community Choir Leadership Training Program 2010 — 2011
University of South Carolina-Columbia 1989 — 1996
BM, Music Education
James Dole's Dalbar Experience 2000 - 2003
Job Sales Executive
Industry Financial Services
Experience
Gordon Analytic 2011 - July 2013
Medi Assist 2009 - 2011
Fidelity Investments May 2006 - 2009
Fidelity Investments November 2004 - May 2006
Dalbar 2000 - 2003
Education
Isenberg School of Management, UMass Amherst
BBA, Finance
Gordon Analytic 2011 - July 2013
Medi Assist 2009 - 2011
Fidelity Investments May 2006 - 2009
Fidelity Investments November 2004 - May 2006
Dalbar 2000 - 2003
Education
Isenberg School of Management, UMass Amherst
BBA, Finance
Terence Bradshaw's Dalbar Experience 1999 - 2004
Job Seeking paralegal position in sea coast NH area
Industry Legal Services
Experience
Omega Management Group August 2013 - Present
State of Massachusetts August 2011 - September 2012
Omega Management Group October 2006 - March 2009
TCC Marketing June 2006 - October 2006
Dalbar 1999 - 2004
Skills
Research, Legal Writing, Customer Satisfaction, Microsoft Office, PowerPoint, Market Research, MS Office Suite, Writing, Proofreading, Adobe Acrobat, Phone Etiquette
Education
NECC 2009 — 2011
Certificate, Paralegal Studies
Northeastern University 1986 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Omega Management Group August 2013 - Present
State of Massachusetts August 2011 - September 2012
Omega Management Group October 2006 - March 2009
TCC Marketing June 2006 - October 2006
Dalbar 1999 - 2004
Skills
Research, Legal Writing, Customer Satisfaction, Microsoft Office, PowerPoint, Market Research, MS Office Suite, Writing, Proofreading, Adobe Acrobat, Phone Etiquette
Education
NECC 2009 — 2011
Certificate, Paralegal Studies
Northeastern University 1986 — 1991
Bachelor of Arts (B.A.), Political Science and Government