DALBAR, Inc.

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DALBAR, Inc. Employees

Employee
Years
Job
Industry
Christine Fisler Christine Fisler Greater Boston Area Details
Christine Fisler's DALBAR, Inc. Experience September 2001 - September 2004
Job Principal at Business Consulting
Industry Nonprofit Organization Management
Experience
Business Consulting  June 2014 - Present
Informed Medical Decisions Foundation  January 2014 - June 2014
Foundation for Informed Medical Decision Making  September 2004 - March 2014
DALBAR, Inc.   September 2001 - September 2004
Stackpole & Partners  August 1996 - July 2000

Skills
Strategic Planning, Leadership, Board Governance, Non-profit Board..., Program Management, Team Leadership and..., Change Management, Workforce Management, Workforce Planning, Fundraising, Project Management, Financial Analysis, Nonprofits, Managerial Finance, Finance, P&L Financial Management, P&L Budget Management, Strategic Policy..., Board Relations, Restructuring, Start-ups, Turnaround Experience, Cost/Benefit Analysis, Compensation & Benefit

Education
Boston University   2014 — 2016
Master of Business Administration (M.B.A.), Executive Program

Endicott College
Bachelor of Science (BS), Business Administration and Management, General, Summa cum laude

Csilla von Csiky Csilla von Csiky Greater Boston Area Details
Csilla von Csiky's DALBAR, Inc. Experience January 2006 - Present
Job Managing Director & COO at Dalbar, Inc.
Industry Market Research
Experience
DALBAR, Inc.   January 2006 - Present
DALBAR, Inc.   October 2003 - August 2006
DALBAR, Inc.   January 2000 - October 2003
DALBAR, Inc.   January 1998 - January 2000
DALBAR, Inc.   April 1997 - March 1998
DALBAR, Inc.   January 1996 - March 1997
THE YACHT CHARTER GUIDE   January 1994 - November 1994
DEUTSCH-SÜDAMERIKANISCHE BANK AG, Mexico City   November 1990 - May 1993
AUSTRIA BUSINESS & ECONOMY, Paris   January 1987 - July 1990

Skills
Management, Change Management, Market Research, Strategic Planning, Financial Services, Hungarian, Financial Analysis, Fluent in German,..., Coaching, Conflict Resolution

Education
Institute for Professional Excellence in Coaching (IPEC)   2013 — 2015
Energy Leadership Index - Master Practitioner (ELI-MP)

PON Mediation & Conflict Management Seminar   2010 — 2010

University of Paris I: Panthéon-Sorbonne   1987 — 1990
Licence, Econometrics & International Studies

Fremdenverkehrsschulen der Wiener Handelskammer - Modul   1982 — 1984
Touristikkaufmann, Tourism & Hotel Management

Lycee Francais de Vienne   1970 — 1981
Baccalaureat, Economics

Jared Licklider Jared Licklider Greater Boston Area Details
Jared Licklider's DALBAR, Inc. Experience June 2015 - Present
Job Research Manager at DALBAR, Inc.
Industry Financial Services
Experience
DALBAR, Inc.   June 2015 - Present
DALBAR, Inc.   September 2012 - May 2015
DALBAR, Inc.   April 2005 - August 2012
DALBAR, Inc.   November 2004 - March 2005
Galaxy Power Inc.   January 1998 - June 2001

Skills
Market Research, Segmentation, Analytics, Competitive Analysis, Quantitative Research, Data Analysis, Marketing Strategy, Analysis, Social Media, Strategy, Marketing, Business Analysis, Financial Services, Business Development, Leadership, Microsoft Office

Education
University of Massachusetts Dartmouth   1998 — 2002
Bachelor's degree

Milford High School

Matthew P. Mintzer Matthew P. Mintzer New York, New York Details
Matthew P. Mintzer's DALBAR, Inc. Experience May 1985 - December 1988
Job Head of Retirement National Accounts at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan   August 2011 - Present
AllianceBernstein  February 2005 - May 2011
Putnam Investments  July 1997 - February 2004
Alliance Capital  August 1993 - July 1997
Delaware Investments  December 1988 - July 1993
DALBAR, Inc.   May 1985 - December 1988
Phoenix Data Systems, Inc.   April 1983 - May 1985

Skills
Microsoft Word, Management, Financial Modeling, Retirement, Financial Analysis, Sales, Risk Management, Relationship Management, Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Series 7, Portfolio Management

Education
Penn State University   1978 — 1982
Bachelor of Applied Science (BASc), Finance and Financial Management Services

Kim Gilbertson Kim Gilbertson Mendon, Massachusetts Details
Kim Gilbertson's DALBAR, Inc. Experience June 1998 - April 1999
Job Account Manager at Delta T Group
Industry Staffing and Recruiting
Experience
Delta T Group  April 2011 - Present
FleetStar Financial   June 2009 - March 2011
Mortgage Options of America  February 2007 - June 2009
Sunset Mortgage Company  July 2006 - February 2007
Oak Street Mortgage  August 2005 - July 2006
Prime Mortgage Financial  June 2003 - August 2005
Ameriquest Mortgage  May 2002 - June 2003
Better Business Bureau  November 2001 - May 2002
Fidelity Investments  April 1999 - November 2001
DALBAR, Inc.   June 1998 - April 1999

Skills
Leadership, Marketing, Sales, Recruiting, Customer Service, Account Management, Cold Calling, New Business Development, Sales Management, Public Speaking, Training, Consulting, B2B, Temporary Placement, Business Development, Fundraising, Negotiation

Education
Salem State College

Worcester State College
Bachelor's degree, English/Language Arts Teacher Education

Jonathan Josephs Jonathan Josephs Melbourne, Florida Area Details
Jonathan Josephs's DALBAR, Inc. Experience August 2007 - Present
Job Senior Research Analyst at DALBAR, Inc.
Industry Market Research
Experience
DALBAR, Inc.   August 2007 - Present

Skills
Analysis, Data Analysis, Analytics, Market Research, Research, Graphic Design, Writing, Web Design, Mobile Devices, Mobile Technology, Survey Design, Project Management, Quantitative Research, Customer Service, Public Speaking, Qualitative Research, Social Media, Competitive Analysis, Microsoft Office, Strategy, Marketing, Social Networking, Strategic Planning

Education
Florida Atlantic University   2007 — 2009
Bachelor of Arts (BA), Criminal Justice

Palm Beach Atlantic University   2004 — 2007

Christopher Lazzaro Christopher Lazzaro Greater Boston Area Details
Christopher Lazzaro's DALBAR, Inc. Experience May 1993 - January 1998
Job Vice President, Client Portfolio Manager at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles & Company  July 2009 - Present
Loomis Sayles & Company  August 2006 - August 2009
Loomis Sayles & Company  March 2000 - August 2006
New York Life Benefit Services, Inc.   August 1999 - March 2000
Schofield & Company   February 1998 - August 1999
DALBAR, Inc.   May 1993 - January 1998
Keyport Life Insurance Company  December 1991 - May 1993
The Shareholder Services Group, Inc.   January 1990 - December 1991

Skills
Asset Allocation, Investment Strategies, Fixed Income, Alternative Investments, Asset Managment, Investment Management, Investments, Portfolio Management, Hedge Funds, Equities, Financial Services, ETFs, Series 7, Securities, Mutual Funds, Capital Markets, Bloomberg, Asset Management

Education
Salem State University
Bachelor of Arts, English

Winthrop High School, Winthrop, MA

Heather Strout Heather Strout Austin, Texas Details
Heather Strout's DALBAR, Inc. Experience 1999 - 1999
Job Director of Product Marketing at Lithium Technologies
Industry Information Technology and Services
Experience
Lithium Technologies  October 2013 - Present
Lithium Technologies  October 2012 - October 2013
Social Dynamx, a Lithium Technologies company   February 2012 - October 2012
Farland Group   April 2009 - December 2011
Mzinga  August 2006 - January 2009
University of Texas System  May 2005 - September 2006
State Street Corporation  July 2003 - July 2004
Lycos, Inc  December 1999 - June 2003
Dalbar, Inc.   1999 - 1999
Department of Children & Families  1998 - 1998

Skills
Community Management, Online Community..., Social Media Marketing, Content Strategy, Strategic Consulting, Vendor Management, Business Analysis, Web Analytics, Customer Service, Customer Engagement, Strategic Planning, SaaS, Strategy, E-commerce, Social Media, Marketing Strategy, CRM, Blogging, Start-ups, Leadership, Social Networking, Management, Integrated Marketing

Education
The University of Texas at Austin   2004 — 2006
MBA, Information Management, General Management

The University of Texas at Austin - Red McCombs School of Business   2004 — 2006
MBA, Business and Information Management

Florida State University   1992 — 1996
BS, Communications

Kate Carpenter Kate Carpenter Greater Boston Area Details
Kate Carpenter's DALBAR, Inc. Experience 2006 - 2007
Job Customer Research Specialist at Bose
Industry Market Research
Experience
Bose Corporation  January 2014 - Present
Management Insight Technologies  April 2012 - November 2013
Commission Junction  February 2007 - April 2012
DALBAR, Inc.   2006 - 2007
DALBAR, Inc.   2005 - 2006
Cogent Research  2004 - 2005
Research Communications, Ltd.   2003 - 2004

Skills
Marketing Strategy, Market Research, SPSS, Online Marketing, Analytics, Net Promoter Score, Project Management, Data Analysis, Customer Loyalty, Customer Satisfaction, Primary Research, Quantitative Research, Qualitative Research, Consumer Behavior, Survey Design, Survey Monkey, Sampling, Segmentation, Cognos, Salesforce.com, Excel, Online Advertising, Marketing Research, Focus Groups, Competitive Analysis, Survey Research, Customer Insight

Education
The University of Georgia   1999 — 2001
Ph.D., Social Psychology and Consumer Behavior

The University of Georgia   1997 — 1999
M.S., Psychology

Ithaca College   1992 — 1996
B.A., Psychology

Tanya Kowalczykowski Tanya Kowalczykowski Greater Boston Area Details
Tanya Kowalczykowski's DALBAR, Inc. Experience January 2005 - January 2013
Job Service Quality Coach, Client Relationship & Development Professional
Industry Professional Training & Coaching
Experience
Media Armor, Inc   February 2013 - July 2013
DALBAR, Inc.   January 2005 - January 2013
Evergreen Investments (now Wells Fargo)   October 2000 - July 2003
PFPC (now BNYMellon Global Asset Servicing)   May 1999 - October 2000

Skills
Financial Services, CRM, Customer Satisfaction, Customer Service, Project Management, SharePoint, Microsoft Excel, Microsoft Office, Sales, Management, Call Center Development, Market Research, Coaching, Process Improvement, Training, Call Centers, Salesforce.com, Performance Management, Marketing, Advertising, Business Development, Customer Experience, Social Media, New Business Development, Account Management, Data Analysis, Leadership, Social Networking, Analysis, Strategic Planning, Competitive Analysis, Marketing Strategy

Education
Boston College   1993 — 1995
Bachelor of Arts, Sociology

Skidmore College   1990 — 1992

Noble and Greenough School   1987 — 1990
High School

Fay School   1984 — 1987

Katherine Sargent Katherine Sargent Greater Boston Area Details
Katherine Sargent's DALBAR, Inc. Experience June 2012 - August 2012
Job Organizational Intern at Toxics Action Center
Industry Higher Education
Experience
Brookwood Community Farm  May 2013 - Present
Toxics Action Center  June 2015 - August 2015
Massachusetts State Senate  July 2014 - August 2014
DALBAR, Inc.   June 2012 - August 2012
...Cakes Bakery   March 2010 - June 2012

Skills
Critical Thinking, Time Management, French, Political Science, Microsoft Office, Social Media, PowerPoint, Teamwork, Social Networking, Photography, Microsoft Word, Proofreading, Tutoring, International Relations, History, Organic Gardening, Vegetable Gardening, Climate Change

Education
Boston College   2012 — 2016
Bachelor of Arts (B.A.)

Université Paris-Sorbonne   2015 — 2015

Milton High School   2008 — 2012
High School

Jamie Josephs Jamie Josephs Melbourne Beach, Florida Details
Jamie Josephs's DALBAR, Inc. Experience October 2012 - Present
Job Senior Analyst I at DALBAR, Inc.
Industry Financial Services
Experience
DALBAR, Inc.   October 2012 - Present
Tiedemann Investment Group  October 2010 - May 2011
Palm Beach International Raceway  March 2009 - October 2009

Skills
Research, Analysis, Data Analysis, Market Research, Social Networking, Leadership, Microsoft Office

Education
Palm Beach Atlantic University-West Palm Beach   2002 — 2006
Bachelor of Arts (B.A.), Musical Theatre

Stephanie von Csiky-Sessoms Stephanie von Csiky-Sessoms Greater Boston Area Details
Stephanie von Csiky-Sessoms's DALBAR, Inc. Experience May 2011 - August 2011
Job Clinical Research Coordinater at Mass General Hospital
Industry
Experience
National Institutes of Health  January 2013 - March 2013
DALBAR, Inc.   May 2011 - August 2011
DALBAR, Inc.   May 2010 - August 2010
Paulette's Ballet Studio   2006 - 2010
DALBAR, Inc.   May 2009 - August 2009
DALBAR, Inc.   May 2008 - August 2008

Skills
Market Research

Education
Dartmouth College   2010 — 2014
Bachelor of Arts (BA), Physics

Dartmouth College   2010 — 2014
Bachelor of Arts, Physics

Weston High School
Class of 2010 - Consistent Honor Roll Student

German Saturday School of Boston   1995 — 2010
Deutsches Sprachdiplom II - Consistent Honor Roll Student

Dance Teacher’s Club of Boston   2006 — 2010
Dance Education Training Course

Meagan Damore Meagan Damore Greater Boston Area Details
Meagan Damore's DALBAR, Inc. Experience September 2011 - February 2012
Job Reviews Editor, Assistant Editor at Comic Book Resources
Industry Financial Services
Experience
Comic Book Resources  January 2015 - Present
Comic Book Resources  June 2013 - January 2015
UMass Boston  February 2012 - January 2015
DALBAR, Inc.   September 2011 - February 2012
Entertainment Cruises Inc.  May 2008 - November 2011
Borders  August 2009 - June 2011
Suffolk Free Radio   January 2009 - May 2011
Suffolk University  August 2008 - May 2011
Venture Literary/Arts Magazine   September 2007 - May 2011
Harvard Admissions Office  December 2008 - January 2009

Skills
Organizing, Attention To Detail, Customer Service, Writing, Proofreading, Editing, Microsoft Office, LinkedIn, Event Planning, Social Networking, Literature, Higher Education, Books, Publications, Leadership

Education
University of Massachusetts Boston   2012 — 2014
Master of Arts (M.A.), English Literature

Suffolk University   2007 — 2011
BA, English, History, Classics

Nicole Struzziery Nicole Struzziery Greater Boston Area Details
Nicole Struzziery's DALBAR, Inc. Experience July 2014 - Present
Job Business Development Executive at DALBAR, Inc.
Industry Financial Services
Experience
DALBAR, Inc.   July 2014 - Present
DALBAR, Inc.   July 2013 - July 2014
DALBAR, Inc.   April 2012 - July 2013

Skills
Social Media, Customer Service, Microsoft Office, Marketing, Market Research, Social Networking, Event Planning, Sales, Research, Data Analysis, Social Media Marketing, Marketing Strategy, Marketing Communications, Analysis, Business Development

Education
Rutgers, The State University of New Jersey-New Brunswick   2003 — 2007
Bachelor's degree, Sociology

Luke Tobin Luke Tobin Greater Boston Area Details
Luke Tobin's DALBAR, Inc. Experience July 2013 - July 2014
Job Operations Account Representative at Electronic Environments Corporation
Industry Information Technology and Services
Experience
Electronic Environments Corporation  July 2014 - Present
DALBAR, Inc.   July 2013 - July 2014
DALBAR, Inc.   September 2008 - July 2013
DALBAR, Inc.   November 2004 - September 2008

Skills
Market Research, Financial Services, Team Leadership, Dependable Team Player, Project Planning, Analysis, Customer Service, Client Relations Skills, Manage Client..., CRM, Data Analysis, Analytics, Social Media, Program Management

Education
Saint Anselm College   2000 — 2004
Bachelor of Arts (B.A.), Liberal Studies in the Great Books

MHS

Jody Bullen Jody Bullen Toronto, Canada Area Details
Jody Bullen's DALBAR, Inc. Experience January 2007 - January 2013
Job Sales & Marketing Executive seeking new opportunities.
Industry Marketing and Advertising
Experience
York Region District School Board  January 2015 - Present
DALBAR, INC.   January 2007 - January 2013
Advocis  June 2001 - January 2007
The Barnes Association   February 2000 - May 2001
Mansfield Communications  March 1999 - January 2000
The Bullen Capital Group   January 1998 - February 1999
TD Green Line Investment Challenge   July 1996 - 1998

Skills
Financial Services, Market Research, Marketing, Management, Business Development, Business Strategy, Competitive Analysis, Marketing Strategy, Analysis, Marketing Communications, Leadership, Corporate Communications, Strategic Planning, Public Relations

Education
University of Toronto   2005 — 2005
Essentials of Chinese-Mandarin Course

Seneca College of Applied Arts and Technology   1997 — 1997
Corporate Communications Post University Diploma, Public Relations, Investor Relations, Graduated with Honours

Laurentian University/Université Laurentienne   1992 — 1996
Bachelor's Degree, English Language and Literature, General

University Canadienne En France   1994 — 1995
BA, English Language and Literature, General

Luizinha Monteiro Luizinha Monteiro Oakland, California Details
Luizinha Monteiro's DALBAR, Inc. Experience November 1998 - July 2002
Job Sr Country Study Manager
Industry Pharmaceuticals
Experience
Genentech  January 2015 - Present
Quintiles  November 2013 - January 2015
inVentiv Health (formerly Pharment-i3/i3research)   May 2010 - November 2013
Kendle International  June 2007 - May 2010
University of New Mexico - Cancer Research and Treatment Center   December 2004 - June 2007
University of New Mexico - MIND Imaging Center   August 2002 - December 2004
DALBAR, Inc.   November 1998 - July 2002
The May Institute  May 1997 - November 1998

Skills
Allergy (Phase II), Analgesia/Anesthesiology..., Cardiovascular (Phase..., Clinical Data Management, Clinical Development, Clinical Monitoring, Clinical Research, Clinical Site Monitoring, Clinical Site Management, Clinical Study Design, Clinical Trials, CRA Management, CRF design, CRO, CTMS, EDC, Endocrinology (Phase II..., FDA, GCP, Human Subjects Research, ICH-GCP, Infectious Disease..., Inform, Medidata, Microsoft Excel, Microsoft Word, Microsoft Office, Multiple Therapeutic..., Neurology (Phase II -..., Oncology (Phase I - IV), Oracle Clinical, Pharmaceutical Industry, PhaseForward, Protocol, Pulmonary (Phase III), Site Initiation, Site Management, Subject Recruitment, Synteract, Team Management, Therapeutic Areas, Training, Velos, Clinical Research..., Infectious Diseases, Regulatory Submissions, Oncology

Education
Boston University   1992 — 1996
BA/BS, Psychology, Communication Disorders, Statistics

Katy Carlson Katy Carlson Brighton, Massachusetts Details
Katy Carlson's DALBAR, Inc. Experience December 2013 - Present
Job Office Administrator at DALBAR, Inc.
Industry Retail
Experience
DALBAR, Inc.   December 2013 - Present
National Jean Company  September 2011 - December 2011

Skills
Visual Merchandising

Education
Lasell College   2008 — 2012
Bachelor's Degree, Fashion Retail & Merchandising

Kate Hickey Kate Hickey Greater Boston Area Details
Kate Hickey's DALBAR, Inc. Experience March 2011 - June 2013
Job Client Relationship / Project Manager at Northern Light Technology
Industry Internet
Experience
Northern Light Technology  June 2013 - Present
DALBAR, Inc.   March 2011 - June 2013
DALBAR, Inc.   November 2008 - March 2011
DALBAR, Inc.   October 2006 - October 2008
General Growth Properties  October 2005 - September 2006
Research Communications, Ltd.   September 2003 - September 2005

Skills
Market Research, Financial Services, Customer Service, CRM, E-commerce, Marketing, Salesforce.com, Leadership, Microsoft Office, Project Management, Sales, Data Analysis, Competitive Analysis, Business Development, Call Center Development, Call Centers, Financial Analysis, New Business Development, Account Management, Retail, Scrum, Agile Methodologies, Sprints, Management

Education
Southern New Hampshire University   1999 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies

Hingham High School   1995 — 1999

Courtney O'Leary-Lima Courtney O'Leary-Lima Greater Boston Area Details
Courtney O'Leary-Lima's DALBAR, Inc. Experience November 1999 - September 2011
Job Broadridge Advisor Solutions, Director
Industry Financial Services
Experience
Broadridge Financial Solutions  2013 - Present
DALBAR, Inc.   November 1999 - September 2011
CNA  1998 - 1999
Prudential  October 1995 - September 1997

Skills
Segmentation, New Business Development, Competitive Analysis, Marketing Strategy, Sales, Market Research, Management Consulting, Strategic Planning, Account Management, Business Development, Business Strategy, Marketing, Social Media, Salesforce.com, Marketing Communications, CRM, Investments, Analytics, Strategic Partnerships, Strategy, Start-ups, Financial Services

Education
University of Massachusetts, Amherst   1987 — 1991

Dennis-Yarmouth Regional

Laura Boothroyd Laura Boothroyd Greater Boston Area Details
Laura Boothroyd's DALBAR, Inc. Experience January 1998 - March 2005
Job Vice President, New Product Development and Consulting Sales
Industry Higher Education
Experience
Eduventures  January 2014 - Present
Eduventures  January 2013 - January 2014
Eduventures  September 2009 - September 2012
Eduventures  November 2007 - August 2009
Fuld & Company  March 2005 - October 2007
DALBAR, Inc.   January 1998 - March 2005

Skills
Strategy, Research, Management Consulting, Strategic Planning, Project Management, Higher Education, Business Development

Education
Harvard University Extension

University of Massachusetts, Amherst
Bachelor of Arts (BA), Communications & Economics

Donny Femino Donny Femino Greater Boston Area Details
Donny Femino's DALBAR, Inc. Experience 1997 - 1999
Job
Industry Higher Education
Experience
Beverly Athletic Club (BAC)   January 2015 - Present
Endicott College  September 2009 - Present
Endicott College  September 2007 - Present
Endicott College  2001 - 2007
Trinity University  2004 - 2006
Extraprise, Inc.   1999 - 2001
DALBAR, Inc.   1997 - 1999
Mellon Bank  May 1997 - March 1998

Skills
Data Analysis, Business Intelligence, Higher Education, Strategic Planning, Project Management, Teaching, Management, Clery Reporting, College Rankings, Education Statistics, SPSS, Benchmarking, Statistical Projections, Collaboration, Competitive Analysis, Academic Advising, Research, Policy, Customer Service, Leadership, Nonprofits, Public Speaking

Education
Endicott College   2002 — 2004
MBA

Bentley University   1993 — 1997
BS

Dan Guarino Dan Guarino Greater New York City Area Details
Dan Guarino's DALBAR, Inc. Experience January 2000 - December 2002
Job Account Executive at Ruder Finn
Industry Public Relations and Communications
Experience
Darden Restaurants  June 2003 - Present
Ruder Finn  January 2009 - May 2011
Ruder Finn  June 2009 - January 2011
Ruder Finn  January 2009 - April 2009
DALBAR, Inc.   January 2000 - December 2002

Education
City University of New York City College   2007 — 2009
BA, Communitcations

Amy Wells, MBA Amy Wells, MBA North Attleboro, Massachusetts Details
Amy Wells, MBA's DALBAR, Inc. Experience May 2004 - August 2006
Job
Industry Human Resources
Experience
EMC  November 2011 - January 2013
EMC  October 2009 - November 2011
EMC  January 2008 - September 2009
Dalbar, Inc.   May 2004 - August 2006
Dalbar, Inc.   2006 - 2006
Spry International   2003 - 2004

Skills
Human Resources, Onboarding, Talent Management, Employee Relations, Performance Management, Organizational..., Employee Engagement, Succession Planning, Organizational Design, Organizational..., Project Management, Program Management, Training

Education
Simmons College - Simmons School of Management   2006 — 2007
MBA, Human Resources

Bentley University   2000 — 2004
Bachelors, Marketing, Information Design and Corporate Communication

North Hunterdon High School   1996 — 2000

Eugene Levin Eugene Levin Greater Boston Area Details
Eugene Levin's DALBAR, Inc. Experience May 2013 - August 2013
Job Sales and Management Professional
Industry Commercial Real Estate
Experience
Building Engines, Inc.   January 2015 - May 2015
Tango Pizza   January 2010 - January 2015
DALBAR, Inc.   May 2013 - August 2013
City Realty Group  October 2007 - December 2009
Godiva Chocolatier  October 2005 - May 2007

Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Marketing

Christopher He Christopher He San Francisco, California Details
Christopher He's DALBAR, Inc. Experience May 2012 - August 2012
Job Publisher Development
Industry Marketing and Advertising
Experience
Virool  August 2015 - Present
Virool  May 2015 - July 2015
Student IDeals Inc.   December 2012 - May 2015
Deep 6 Analytics   May 2014 - August 2014
DALBAR, Inc.   May 2012 - August 2012

Skills
Data Analysis, Entrepreneurship, Market Research, Qualitative Research, SPSS, Quantitative Research, Survey Design, Competitive Intelligence, Analytics, Web Scraping, Data Collection, Marketing Research

Education
Occidental College   2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics

Occidental College   2010 — 2014

Robert Keough Robert Keough Greater Boston Area Details
Robert Keough's DALBAR, Inc. Experience August 2013 - Present
Job Research Associate at DALBAR, Inc.
Industry Financial Services
Experience
DALBAR, Inc.   August 2013 - Present
DALBAR, Inc.   August 2012 - August 2013
DALBAR, Inc.   February 2012 - August 2012
Upromise  November 2011 - January 2012
Office Team  October 2011 - November 2011
Suffolk Free Radio   September 2008 - May 2011
The Suffolk Voice  September 2007 - May 2011
Suffolk University Residence Life   August 2009 - May 2010
Suffolk University  January 2009 - May 2009
Rolling Recreation   June 2008 - August 2008

Skills
Social Media, Data Entry, Microsoft Office, Typing, Filing, Processing, Mac, Microsoft Excel, Communication, Summarizing Information, Evaluation, Critical Analysis, Outlook, Research, Facebook, Twitter, YouTube, Multi Tasking, Multimedia, Writing, Comic Book Reviews

Education
Suffolk University   2007 — 2011
Bachelor of Science, Major: Criminology and Law; Minors: English and History

Boston Latin School   2001 — 2007

Jacqueline P. Deckman Jacqueline P. Deckman Greater Atlanta Area Details
Jacqueline P. Deckman's DALBAR, Inc. Experience 1992 - 1994
Job Retirement Plan Relationship Manager at Atlanta Retirement Partners
Industry Financial Services
Experience
Atlanta Retirement Partners   May 2015 - Present
Principal Financial Group  September 2004 - April 2015
ADP  2000 - 2004
MassMutual  1996 - 2000
Fidelity Investments  1994 - 1995
DALBAR, Inc.   1992 - 1994

Skills
Retirement Planning, 401k, Defined Benefit, ERISA, Financial Services, Mutual Funds, Pensions, Qualified Retirement..., 457 Plans, 403 b, ESOP, Non-Qualified Deferred..., Land Conservation, Environmental Awareness, Alternative Investments, Salesforce.com, Sales Operations, Investments, Securities, Financial Advisory, Insurance, Series 7

Education
Syracuse University - Maxwell School   1984 — 1985
MA, International Relations

Saint Anselm College   1980 — 1984
BA, English

Lauren Himml Lauren Himml Greater Boston Area Details
Lauren Himml's DALBAR, Inc. Experience 2001 - 2002
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

David Fang David Fang Toronto, Canada Area Details
David Fang's DALBAR, Inc. Experience November 2010 - July 2013
Job MBA, IESE Business School Currently searching for strategic marketing/brand management role
Industry Wine and Spirits
Experience
AXIAL VINOS   July 2014 - August 2014
IESE Business School  June 2014 - July 2014
La Cave de Fang   January 2011 - August 2013
DALBAR, Inc.   November 2010 - July 2013
DALBAR, Inc.   November 2008 - November 2010

Skills
Financial Market..., Client communications, Wine marketing, Wine Tasting, Technical Writing, Report Writing, Wine branding, Wine education, Promotional events, Wine, Customer Service, Winemaking, Public Relations, Consulting, Project Management, Communication, Marketing Communications, Marketing Strategy, Business Strategy, Marketing, Strategy, Wine & Spirits Industry

Education
IESE Business School - University of Navarra   2013 — 2015
Master of Business Administration (MBA)

University of Waterloo   2004 — 2008
Bachelor of Arts (BA), Economics

Ester Musheyev, MBA Ester Musheyev, MBA Greater New York City Area Details
Ester Musheyev, MBA's DALBAR, Inc. Experience 2005 - 2006
Job Director, Research & Revenue Analytics at Viacom
Industry Media Production
Experience
Viacom/BET Networks  August 2014 - Present
Hamperville   2013 - Present
Cox Enterprises  2010 - August 2014
Elsevier  July 2007 - December 2010
Thomson Reuters  2006 - 2007
Microsoft  2005 - 2006
DALBAR, Inc.   2005 - 2006
Federal Reserve Bank of Boston  2005 - 2005
Brookline Bank  2001 - 2005

Skills
Finance, Forecasting, Financial Reporting, Financial Analysis, Analysis, Budgets, Business Development, Hyperion Enterprise, Mergers & Acquisitions, Accounting, Financial Accounting, Managerial Finance, Oracle E-Business Suite, Hyperion Planning, Variance Analysis, Oracle Reports, Financial Audits, Management, Hyperion, Mergers, Strategic Planning, Publishing, Strategic Financial..., Auditing, Project Management, Financial Management, Financial Control, Budget Allocation, Budget Management, Expense Management, Budget Reconciliation, Budget Tracking, Oracle Financials, Financial Planning, Acquisition Analysis, Strategic Analysis, Broadcast Media Sales, Digital Media, Media TV, Broadcast, Medialine, RMS, GreatPlains, Hyperion Reports, Start-ups, Pacing, Revenue Analysis, T&E Approvals, Cross-functional Team...

Education
LIU Post   2008 — 2010
MBA, Corporate Finance & Management, Business Development & Strategy

University of Massachusetts Boston   2002 — 2006
BS - Finance, Corporate Finance & Management

Susan C. Freeman, M.A. Susan C. Freeman, M.A. San Francisco Bay Area Details
Susan C. Freeman, M.A.'s DALBAR, Inc. Experience 1998 - 2000
Job Strategic Marketing Communications
Industry Public Relations and Communications
Experience
Biscuits & Blues   June 2015 - Present
Freeman Means Business, LLC - Strategic Communications   2010 - Present
Pacific Gas and Electric Company  April 2015 - May 2015
Breazeale, Sachse & Wilson, LLP   2007 - 2010
Adams and Reese LLP  2005 - 2007
Kean Miller Hawthorne D’Armond McCowan & Jarman, LLP   2003 - 2005
State Street  2000 - 2002
DALBAR, Inc.   1998 - 2000
Boston Financial Data Services, Inc.   1995 - 1998

Skills
Strategic Planning, Business Development, Professional..., Integrated Marketing, Marketing Communications, Market Research, Social Media Marketing, Corporate Communications, Political Communication, Relationship Marketing, Public Relations, Government Relations, Press Releases, Strategic Communications, Advertising, Public Speaking, Marketing, Business Strategy, Leadership, New Business Development, CRM, Strategic Partnerships, Management, Proposal Writing, Social Media, Program Management, Team Building, Entrepreneurship, Sales, Fundraising, Budgets, Negotiation, Social Networking, Selling, Contract Negotiation, Newsletters, Research, Event Planning, Marketing Strategy, Online Marketing, Media Relations, Email Marketing, Analysis, Lead Generation, Online Advertising, Event Management, Direct Marketing, Brand Development, B2B Marketing, Start-ups

Education
Hawaii Pacific University   2011 — 2013
Master's (M.A.), Communication, 3.91 GPA

Northeastern University   1996 — 1997
Marketing

Louisiana State University
Bachelor's (B.A.), Political Science and Journalism

Katie Tierney Katie Tierney Greater Boston Area Details
Katie Tierney's DALBAR, Inc. Experience June 2001 - December 2001
Job Director of Marketing at Virgin Pulse
Industry Computer Software
Experience
Virgin Pulse  March 2006 - Present
Virgin Pulse  April 2010 - 2011
ChildrenFirst  September 2002 - September 2005
DALBAR, Inc.   June 2001 - December 2001
Walt Disney World  June 2000 - December 2000

Skills
Integrated Marketing, Marketing Communications, Social Media Marketing, Strategy, Marketing, Corporate Communications, Leadership, Start-ups, Marketing Strategy, Market Research, Content Development, Project Management, Sales Enablement, Copywriting, Email Marketing, B2B, Salesforce.com, Budgets, Budget Management, Vendor Management, Social Media, Product Marketing, B2B Marketing, Copy Editing, Team Management

Education
Northeastern University - Graduate School of Business Administration   2008 — 2011
MBA, Marketing, Corporate Renewal

Northeastern University   1997 — 2002
BS - Business Administration, Marketing

Montrose School   1994 — 1997

Margaret Peatridge Margaret Peatridge Greater Boston Area Details
Margaret Peatridge's DALBAR, Inc. Experience 2006 - 2008
Job Personal Lines Operations Associate at Arbella Insurance Group
Industry Accounting
Experience
Maggiano's Little Italy  June 2013 - Present
Arbella Insurance Group  December 2014 - June 2015
State Street Bank and Trust Company  September 2012 - December 2012
Quincy Community Action Programs   January 2012 - April 2012
Eaton Vance Distributors, Inc   February 2008 - May 2011
DALBAR, Inc.   2006 - 2008

Skills
Series 7, Series 66, Series 63, Series 6, Investments, Mutual Funds, Financial Services, Securities, Financial Analysis, Fixed Income, Equities, Tax Preparation, Bloomberg Terminal, Finance

Education
University of Massachusetts   1998 — 2012
Bachelor of Science (BS), Management; Accounting

University of Massachusetts, Amherst   1996 — 2001
Political Science and Government

Greg Snow-Wasserman Greg Snow-Wasserman Greater Boston Area Details
Greg Snow-Wasserman's DALBAR, Inc. Experience September 2013 - Present
Job Research & Communications Analyst at DALBAR, Inc.
Industry Online Media
Experience
DALBAR, Inc.   September 2013 - Present
Become.com  April 2012 - July 2013
Become.com  April 2011 - April 2012
Brakeley Briscoe Inc.  November 2009 - April 2011
Equality California  September 2009 - November 2009
Columbia Missourian  January 2008 - December 2008
The Dow Chemical Company  May 2008 - August 2008
Midland Issues   June 2004 - August 2005

Skills
Editing, Blogging, Social Networking, Facebook, Online Advertising, Google Adwords, MSN AdCenter, SEM Copywriting, Display Advertising, Big Data, ADX, DoubleClick, DFA, Floodlight, Demand Side Platform, Invite Media, SEM, Corporate Communications, Publishing

Education
University of Missouri-Columbia   2005 — 2009
Bachelor of Journalism, Print and Digital News

Matt Casey, MBA Matt Casey, MBA Cambridge, Massachusetts Details
Matt Casey, MBA's DALBAR, Inc. Experience January 2002 - June 2002
Job Matt Casey: Executive search consultant | An expert resource for individual career management, strategy & change
Industry Professional Training & Coaching
Experience
Brill Neumann  January 2015 - Present
Matt Casey Career Coaching   February 2010 - Present
Suffolk University  July 2011 - Present
Institute for Career Transitions   November 2013 - June 2014
Propel Careers  September 2009 - January 2014
Genzyme  May 2005 - February 2010
Taproot Foundation  August 2008 - June 2009
Partners HealthCare  June 2002 - April 2005
Dalbar, Inc.   January 2002 - June 2002
Braingem, LLC.   July 2000 - January 2001

Skills
Career Development, Career Counseling, Strategy, Coaching, Entrepreneurship, Resume Writing, Executive Coaching, Interviews, Interview Preparation, Management, Personal Branding, Social Networking, Marketing Strategy, Marketing, Business Development, Consulting, Job Coaching, Job Search Strategies, Start-ups, Healthcare, Personal Development, Mentoring, Biotechnology, Competitive Analysis, Public Speaking, Career Advising, Career Transitions, Career Assessment, Career Strategist, Analysis, Networking Strategies, Recruiting, Job Search, Staff Development, MBTI, Business Planning, Cover Letters, Business Strategy, Nonprofits, Workshop Facilitation, Leadership Development, Organizational..., Team Management, LinkedIn, Career Exploration, Continuous Improvement, Leadership

Education
World Coach Institute   2011 — 2011
Certified Career Coach (CCC)

Suffolk University - Sawyer School of Management   2002 — 2004
MBA, Marketing

Boston University
Bachelor of Science, Business Management

Petar Pantchev Petar Pantchev Greater New York City Area Details
Petar Pantchev's DALBAR, Inc. Experience September 2004 - June 2006
Job Vice President, Strategic Partnerships & Business Development at Fundation Group LLC
Industry Financial Services
Experience
Barclays  2012 - 2014
RBC Capital Markets  2008 - 2011
FT Partners   2007 - 2007
DALBAR, Inc.   September 2004 - June 2006
Delphos International  2003 - 2004

Skills
Financial Analysis, Valuation, Bank Mergers, Acquisitions, Debt & Equity Financing, Investments, Private Placements, Corporate Finance, Business Strategy, Structured Finance, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Financial Modeling, Due Diligence, Investment Banking, Finance, Equities, Strategy, Private Equity, Management, Financial Services, Banking, Equity Research, Venture Capital

Education
Columbia University - Columbia Business School   2006 — 2008
MBA, Finance

The George Washington University   2000 — 2004
BA, International Affairs

Adam Reiss Adam Reiss Greater Boston Area Details
Adam Reiss's DALBAR, Inc. Experience May 2007 - February 2010
Job Senior Marketing Associate at LiveData, Inc.
Industry Marketing and Advertising
Experience
LiveData, Inc.   September 2015 - Present
Norbella  July 2015 - Present
D50 Media  September 2014 - June 2015
Dunkin' Brands  2011 - 2014
DALBAR, Inc.   May 2007 - February 2010

Skills
Market Research, Data Analysis, Qualitative Data, Quantitative Analytics, Product Development, Project Management, Marketing Strategy, Operational Excellence, Retail, Business Analysis, Teamwork, Operations Management, Cross-functional Team..., Customer Satisfaction, Marketing, Segmentation, Analysis, Management, Customer Insight, Lead Generation, Advertising

Education
University of Massachusetts, Amherst   2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government

Assumption College   2003 — 2005

Xaverian Brothers High School   1999 — 2003
High School Diploma

Carol Swanson Carol Swanson Providence, Rhode Island Area Details
Carol Swanson's DALBAR, Inc. Experience December 2007 - August 2010
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

Nadim (Nick) Ash [contact@data-surge.com] Nadim (Nick) Ash [contact@data-surge.com] Greater Boston Area Details
Nadim (Nick) Ash [contact@data-surge.com]'s DALBAR, Inc. Experience October 2007 - March 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Munters  January 2013 - Present
Munters  July 2010 - December 2012
Munters Corporation  May 2008 - June 2010
Datasurge Co.   January 1988 - May 2008
Dalbar, Inc.   October 2007 - March 2008
Fidelity Investments  January 2007 - September 2007
Fidelity Investments  January 2006 - December 2006
Nortel Networks  September 2000 - December 2005
GEOCOMP Corp.   September 1998 - September 2000

Skills
SDLC

Education
University of Alabama   1984 — 1988
Ph.D., Engineering

University of Massachusetts Lowell   1979 — 1981
M.Sc., Engineering

University of Massachusetts Lowell   1975 — 1979
B.Sc., Engineering

Emily Vella Emily Vella Greater Boston Area Details
Emily Vella's DALBAR, Inc. Experience September 2004 - August 2006
Job
Industry Marketing and Advertising
Experience
Atlantic Plywood Corporation  July 2011 - Present
Atlantic Plywood  December 2008 - July 2011
FedEx Kinko's  June 2007 - August 2007
Dalbar, Inc.   September 2004 - August 2006

Skills
Sales, Marketing, Strategic Planning, Product Development, Product Marketing, Sales Management, Marketing Strategy, Account Management, Purchasing, New Business Development, Trade Shows, Pricing, Retail, Negotiation, Management, Competitive Analysis

Education
Wake Forest University School of Business   2006 — 2008
MBA, marketing

Syracuse University   1998 — 2002
BS, Finance, Marketing

minnechaug   1994 — 1998

Marc Stober Marc Stober Greater Boston Area Details
Marc Stober's DALBAR, Inc. Experience February 2000 - August 2004
Job Designminded Software Developer
Industry Computer Software
Experience
Vistaprint  December 2012 - Present
Partners Healthcare  February 2007 - December 2012
ServiceCEO  August 2004 - February 2007
DALBAR, Inc.   February 2000 - August 2004
The United Synagogue of Conservative Judaism  November 1996 - December 2000

Skills
Agile, C#, SQL Server, JavaScript, XML, HTML, Scrum, ASP.NET, Python, CSS, Databases, SQL, Software Development, .NET, jQuery, Web Services, AJAX, Web Development, SDLC, Database Design, Software Engineering, Web Applications, Visual Studio, HTML 5, Agile Methodologies, Microsoft SQL Server

Education
Hebrew College   2012 — 2015
Jewish Education

Baruch College, City University of New York (CUNY)   1998 — 2000
M.S., Business Computer Information Systems

Washington University in St. Louis   1992 — 1996
A.B., Jewish and Near Eastern Studies

Tel Aviv University   1995 — 1995
Overseas Student Program

Newington High School

Jared Weiner Jared Weiner Greater Boston Area Details
Jared Weiner's DALBAR, Inc. Experience November 2006 - April 2008
Job Market Research Analyst at Trillium Software
Industry Market Research
Experience
Trillium Software, A Harte Hanks Company  October 2013 - Present
VDC Research Group  April 2013 - October 2013
VDC Research Group  November 2009 - October 2013
Eduventures  April 2008 - December 2008
Dalbar, Inc.   November 2006 - April 2008
Systemic Research, Inc.   January 2001 - November 2006

Skills
Market Research, Data Analysis, Competitive Analysis, Research, Market Analysis, Forecasting, Writing, Competitive Intelligence, Program Management, Strategy, Segmentation, Marketing Strategy, Strategic Partnerships, Business Development

Education
Babson College - Franklin W. Olin Graduate School of Business   2004 — 2007
MBA

Bentley University   1998 — 2002
BS, Business Communication

Vincent Sciplini Vincent Sciplini Greater Boston Area Details
Vincent Sciplini's DALBAR, Inc. Experience January 1998 - 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

Peter Morrissey Peter Morrissey Greater Boston Area Details
Peter Morrissey's DALBAR, Inc. Experience June 2006 - January 2008
Job Channel Manager at Sophos
Industry Computer Software
Experience
Sophos  June 2013 - Present
CoStar Group  July 2012 - January 2013
Microdesk  January 2008 - May 2012
Dalbar, Inc.   June 2006 - January 2008
State Street Consultants, Inc.   June 2005 - May 2006

Skills
Business Development, Account Management, New Business Development, Sales, Commercial Real Estate, Construction Management, Architecture, CRM, Salesforce.com, Lead Generation, Channel Partners, Business Planning, Market Research, Solution Selling, Enterprise Software, SaaS, Strategic Partnerships

Education
University of Oregon   2001 — 2004
B.S., Journalism / Marketing

Manchester High School   1996 — 1999

Rebecca Trahan Rebecca Trahan Providence, Rhode Island Area Details
Rebecca Trahan's DALBAR, Inc. Experience October 2002 - April 2004
Job Database Reporting and Management
Industry Information Services
Experience
Children's Friend  October 2012 - Present
College Crusade of RI   April 2004 - October 2012
DALBAR, Inc.   October 2002 - April 2004
Rhode Island School of Design  August 1997 - October 2002
American University  September 1995 - July 1997
American University  May 1994 - September 1995

Skills
Non-profits, Event Planning, Project Management, Research, Information Management, Knowledge Management, Visual Basic, Visual Studio, Microsoft Access, Microsoft SQL Server, ASP.NET, HTML, Benfactor, Uniquery

Education
Bryant University   2000 — 2001
Certified, Client/Server Programming

American University   1990 — 1994
Bachelor of Arts (B.A.), Criminal Justice and Corrections

Barrington High School   1986 — 1990
High School Diploma

Jennifer Greenleaf Jennifer Greenleaf Greater Boston Area Details
Jennifer Greenleaf's DALBAR, Inc. Experience 1994 - 1996
Job Research Librarian at MIT
Industry Research
Experience
MIT  March 2013 - Present
-  January 2012 - Present
International School of Amsterdam  2003 - 2006
Reebok  1996 - 1999
DALBAR, Inc.   1994 - 1996
Houghton Mifflin Harcourt  1993 - 1994
Day, Berry and Howard   1992 - 1993

Skills
Information Literacy, Library, Cataloging, Library Science, Library Instruction, Collection Development, Academic Libraries, Library Research, Digital Libraries, Electronic Resources, Interlibrary Loan, Information Retrieval, Library Management, Library 2.0, Digitization, Research, Teaching, Metadata, Libraries

Education
University of Illinois at Urbana-Champaign   2002 — 2008
MLIS

Colby College   1988 — 1992
BA, American Studies/Women's Studies

Nish Bhatnagar Nish Bhatnagar Greater Boston Area Details
Nish Bhatnagar's DALBAR, Inc. Experience 1998 - 2000
Job Vice President & Counsel at State Street
Industry Financial Services
Experience
State Street  January 2015 - Present
Foreside Financial Group, LLC  June 2010 - January 2015
Foreside Financial Group, LLC  February 2009 - June 2010
Unum Insurance Company  2003 - January 2009
Access Media, Inc.   2000 - 2002
DALBAR, Inc.   1998 - 2000

Skills
FINRA, Financial Services, Mutual Funds, Securities, Securities Regulation, Social Media, Alternative Investments, Hedge Funds, ETFs, Investment Management, Asset Management, Due Diligence, Insurance, Corporate Law, SEC filings, Finance, Financial Regulation, Private Placements, Legal Compliance

Education
Suffolk University Law School   2001 — 2005

Northeastern University
BS

Shawn Perry Shawn Perry Greater Boston Area Details
Shawn Perry's DALBAR, Inc. Experience October 2013 - November 2014
Job Assistant Controller at REZ1
Industry Accounting
Experience
REZ-1  August 2015 - Present
REZ-1  November 2014 - August 2015
DALBAR, Inc.   October 2013 - November 2014
REZ-1  August 2008 - December 2011
REZ-1  November 2005 - August 2008
REZ-1  October 2002 - November 2005

Skills
Accounting, Business Analysis, Accounts Payable, Auditing, Team Leadership, Account Reconciliation, Investments, Great Plains Software, Business Intelligence, Accounts Receivable, Budgets, Data Analysis, Management, General Ledger, Hyperion Enterprise, Finance, Leadership, Financial Statements, Forecasting, JD Edwards, Analysis, Process Improvement, Financial Reporting, Invoicing, Financial Audits, Financial Analysis, Account Management, Foreign Exchange

Education
Bridgewater State University   1995 — 1999
Bachelor’s Degree

Jason Waggoner Jason Waggoner Greater Philadelphia Area Details
Jason Waggoner's DALBAR, Inc. Experience June 1994 - March 1998
Job Campaign Strategist at Vanguard
Industry Financial Services
Experience
Vanguard  May 2011 - Present
The Vanguard Group  January 2009 - May 2011
Marketing & Research Resources   April 1998 - April 2000
DALBAR, Inc.   June 1994 - March 1998

Skills
Marketing Research, Marketing Strategy, Strategic Planning, Marketing Communications, Competitive Analysis, Market Research, Cross-functional Team..., Research, Microsoft Office, Email Marketing, Project Management, Program Management, Analysis

Education
Ohio Northern University   1986 — 1990
Bachelor of Science, Marketing, Management

Frederick DeDona Frederick DeDona Greater Boston Area Details
Frederick DeDona's DALBAR, Inc. Experience September 2010 - October 2013
Job Manager of Marketing Communications at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2013 - Present
DALBAR, Inc.   September 2010 - October 2013
Fred DeDona Marketing, Design & Communications   January 2009 - September 2010
Financial Engines  2006 - 2008
DWS Scudder  1991 - 2006

Education
Saint Anselm College   1985 — 1989
BA, Political Science

Margaret Misdom Margaret Misdom Exeter, New Hampshire Details
Margaret Misdom's DALBAR, Inc. Experience 1991 - 1997
Job Marketing Consultant at Valpak of NH
Industry Online Media
Experience
Valpak of NH   March 2015 - Present
Vermont Community Media   June 2012 - April 2014
NewScientist   May 2006 - June 2012
Whitman Communications  2003 - 2006
Media Networks, Inc.   1999 - 2002
DALBAR, Inc.   1991 - 1997

Skills
Lead Generation, B2B, PPC, SEM, Digital Media, Digital Marketing, Account Management, Advertising, Digital Strategy, Social Media Marketing, New Business Development, Social Media, Marketing, Marketing Strategy, SEO, Marketing Communications, Salesforce.com, Media Planning, Market Research, Strategic Partnerships, Business Strategy, Integrated Marketing

Education
Babson College   1983 — 1987
BS, Marketing

Patty Scott Patty Scott Greater Nashville Area Details
Patty Scott's DALBAR, Inc. Experience May 2000 - 2001
Job Marketing Manager
Industry Hospital & Health Care
Experience
PAS Consulting   May 2013 - Present
CRC Health Group  October 2009 - May 2013
Harland Clarke Marketing Services (formerly Alcott Routon)   January 2007 - January 2009
US Bank  December 2004 - August 2007
Fifth Third Bank  July 2002 - October 2004
Dalbar, Inc.   May 2000 - 2001
J C BRADFORD & CO  August 1987 - January 2000

Skills
Budgeting, Customer Relations, Research, Market Planning, Banking, Creative and Design, Customer Service, Budgets, Management, Leadership, Marketing, Sales, Strategic Planning, Strategy

Education
University of Louisville   1972 — 1976
BS, Business, 3.8

University of Louisville   1969 — 1973
Bachelor’s Degree, Business, 3.85

Angela Merici   1962 — 1966
Business, English

Nick Lombardo Nick Lombardo Raleigh-Durham, North Carolina Area Details
Nick Lombardo's DALBAR, Inc. Experience 2001 - 2004
Job Senior Research Analyst at Coleman Insights
Industry Market Research
Experience
Coleman Insights  September 2009 - Present
Cision  2004 - 2008
DALBAR, Inc.   2001 - 2004

Skills
Market Research, Quantitative Research, Confimit, Questionnaire Design, Survey Design, Qualitative Research, Research, Media Research, Data Analysis, Marketing Research, Microsoft Office, VBA, SPSS, JScript.NET, Microsoft Excel, Report Writing, Public Relations, Media Measurement, Analytics, Social Media, Online Research, Editing, Marketing Communications, Survey Research, Social Media Measurement, PowerPoint, Media Analysis, Data Collection, Questionnaires, Data Management, Data Processing, Competitive Intelligence

Education
University of New Hampshire - Whittemore School of Business and Economics   1997 — 2001
BS, Business

Stephen Beaulieu Stephen Beaulieu Greater Boston Area Details
Stephen Beaulieu's DALBAR, Inc. Experience November 2013 - Present
Job Senior Analyst 1 at DALBAR, Inc.
Industry Research
Experience
DALBAR, Inc.   November 2013 - Present
DALBAR, Inc.   September 2011 - November 2013
DALBAR, Inc.   October 2010 - September 2011
Wellington Management Company, LLP  March 2007 - January 2010

Education
Salem State University   2003 — 2006
Bachelor of Science, Sport, Fitness; Sport Management, 3.30 GPA

Eunice Law Eunice Law Greater Boston Area Details
Eunice Law's DALBAR, Inc. Experience June 2007 - March 2008
Job Accounting Manager at Arrowstreet Inc.
Industry Architecture & Planning
Experience
Arrowstreet Inc.  September 2013 - Present
Beacon Health Strategies  July 2013 - August 2013
KHJ Brand Activation  February 2012 - March 2013
TRO JungBrannen  March 2008 - December 2011
Behar & Kalman   2004 - 2011
DALBAR, Inc.   June 2007 - March 2008
Cubellis  March 2005 - January 2007
Lin Associates   September 1988 - March 2005

Skills
Account Reconciliation, Accounting, Accounts Receivable, Accounts Payable, Finance, Budgets, Deltek Software, ADP Payroll & Reporting, Microsoft Office, Financial Reporting, Employee Benefits, Ad Hoc Reporting, Online Research, General Ledger, Journal Entries, Excel, Quickbooks, Word, Budgeting, Payroll, Accruals, Clients & Profits..., Paychex, SAGE ERP, Account Analysis, Paylocity

Education
Boston University   1985 — 1986
MS, Management Information Systems

Northeastern University   1980 — 1985
BS, Accounting

The Hong Kong Polytechnic University   1977 — 1980

Joe Lovely Joe Lovely Greater Boston Area Details
Joe Lovely's DALBAR, Inc. Experience November 1993 - November 1999
Job Controller/Revenue Solutions Specialist at Brownstone/Murphy & Jordan Insurance Agency
Industry Insurance
Experience
Self Employed  August 2015 - Present
Bownstone/Murphy and Jordan Insurance Agency   August 2007 - 2015
Boston Financial Data Services  November 1999 - April 2003
DALBAR, Inc.   November 1993 - November 1999

Skills
Budgeting, Insurance, Accounting, Financial Reporting, Customer Relations, Accounts Payable, Business Planning, Customer Service, Budgets, Risk Management, Property & Casualty..., Commercial Insurance, Underwriting, Brokers, Liability, Casualty, Umbrella Insurance, Strategic Planning, Business Development, Management, Sales, General Insurance, Leadership, Marketing

Education
Bates College   1986 — 1989
BA

Jaclyn Chisholm Jaclyn Chisholm Greater Boston Area Details
Jaclyn Chisholm's DALBAR, Inc. Experience March 2011 - June 2013
Job Business Analyst at MassHousing
Industry Management Consulting
Experience
MassHousing  July 2014 - Present
The BTI Consulting Group  June 2013 - February 2014
DALBAR, Inc.   March 2011 - June 2013
DALBAR, Inc.   December 2010 - March 2011
DALBAR, Inc.   December 2008 - December 2010

Skills
Market Research, Writing, Analysis, Research, Editing, Customer Service, Access, Data Analysis, Microsoft Excel, Microsoft Office, Leadership, Social Media, PowerPoint, Project Management, Marketing Communications, Public Speaking, Marketing Strategy, Online Marketing, Microsoft Word, Competitive Analysis, Marketing, Analytics, Business Analysis, Salesforce.com

Education
University of Massachusetts Boston   2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General

Framingham State University   2004 — 2008
B.S. in Business Administration, Business Administration

Norton High School   2000 — 2004

Emily Kunka Emily Kunka San Francisco Bay Area Details
Emily Kunka's DALBAR, Inc. Experience April 2008 - Present
Job eBusiness Analyst at DALBAR, Inc.
Industry Financial Services
Experience
DALBAR, Inc.   April 2008 - Present

Education
Boston University Questrom School of Business   2003 — 2007
BS, Business Administration - Marketing

David Oliveri David Oliveri West Roxbury, Massachusetts Details
David Oliveri's DALBAR, Inc. Experience 1994 - 1998
Job Director, Editorial Services at Eaton Vance
Industry Investment Management
Experience
Eaton Vance  August 2011 - Present
The Boston Company  May 2007 - August 2011
MFS Investment Management  February 1998 - May 2007
DALBAR, Inc.   1994 - 1998
Boston Business Journal  1991 - 1993

Education
Northeastern University   1989 — 1991
Master of Arts (M.A.), Journalism

Boston College   1984 — 1988
Bachelor of Business Administration (BBA), Finance