Emerson Investment Management
Emerson Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Emerson Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Emerson Investment Management Salaries. You can even request information on how much does Emerson Investment Management pay if you want to. Learn about salaries, pros and cons of working for Emerson Investment Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
24 Emerson Investment Management employees in database. Find out everything there's to know about Emerson Investment Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Emerson Investment Management Employees
Liberty Mutual Insurance July 2014 - Present
Emerson Investment Management October 2013 - April 2014
KPMG June 2013 - July 2013
State Street Corporation July 2008 - August 2009
Skills
Accounting, Risk Management, Finance, Customer Service, Microsoft Excel, Information Technology, JavaScript, Java, SPSS, Access, Financial Analysis, HTML 5, SAP, Entrepreneurship, Auditing, Bloomberg Terminal, Bloomberg, Business Development, Creativity, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Analysis, Outlook, Public Speaking, Data Analysis, Business Analysis
Education
Bentley University 2010 — 2014
Bachelor of Science, Information Systems Audit and Control
The University of Hong Kong 2013 — 2013
Economics and Finance
Boston Latin School 2004 — 2010
Deloitte Audit InternDeloitteJune 2013 - August 2013
Emerson Investment Management June 2012 - March 2013
Millennium Campus network January 2012 - May 2012
Bentley University January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, EMS, Financial Analysis
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Accounting
Emerson Investment Management November 2008 - Present
Brokers' Service Marketing Group January 2004 - October 2008
CESM January 1999 - December 2003
Johnson Matthey LTD January 1992 - December 1997
Engelhard Corporation January 1987 - December 1991
Leach & Garner January 1981 - December 1986
Skills
Investment Management, Business Development, Insurance, Small Business, Strategic Planning, New Business Development, Business Planning, Increased Sales, Cost Management, Marketing Communications, Increasing ROI, Sales Management, Sales Operations, Sales Process, Client Development, Sales, Business Strategy, CRM, Entrepreneurship, Investment Advisory, Management, Finance, Program Management, Marketing, Retirement Savings, Start-ups, Strategy
Education
Bryant University 1982 — 1984
MBA
Central Connecticut State University
BA, Political Science
Princeton University
Executive Strategic Planning Progarm
University of Pennsylvania - The Wharton School
Executive Finance Program, Corporate Finance
GLG August 2014 - Present
FactSet Research Systems February 2013 - July 2014
Emerson Investment Management March 2011 - February 2013
Skills
Bloomberg, Investments, Equities, Microsoft Office, Event Planning, Research, FactSet, CRM, Advent Software, Writing, Salesforce.com
Education
Union College 2007 — 2010
Bachelor of Arts, History and English
National University of Ireland, Galway 2009 — 2009
History
St. Mark's School
State Street Global Advisors March 2015 - Present
John Hancock/Manulife Asset Management October 2011 - September 2014
State Street Corporation October 2010 - October 2011
Bank of America U.S. Trust Private Wealth Management 2006 - 2009
Ameriprise Financial Services/Columbia Management 2002 - 2006
Emerson Investment Management 2000 - 2001
China Changchun Pepsi-Cola Beverage Company January 1995 - October 1998
Skills
Mutual Funds, Fixed Income, Portfolio Management, Investments, Asset Management, Equities, Asset Allocation, Bloomberg, Alternative Investments, Wealth Management, Hedge Funds, Investment Strategies, Investment Management
Education
Suffolk University - Sawyer Business School 2000 — 2002
Master, Business Administration; Finance
New England Investment and Retirement Group, Inc. February 2014 - Present
Calare Properties, Inc. February 2012 - February 2014
everis February 2011 - February 2012
Emerson Investment Management February 2005 - February 2011
Emerson Investment Management April 2004 - February 2005
Emerson Investment Management June 2002 - March 2004
TA Associates Realty September 1999 - January 2001
Wellington Management 2001 - 2001
Skills
Investments, Investment Management, Asset Managment, Alternative Investments, Bloomberg, Mutual Funds, Financial Services, Leadership, Equities, Wealth Management, Private Equity, Financial Analysis, Relationship Management, Due Diligence, Portfolio Management, Banking, Business Analysis, Asset Management, Institutional Investors, Team Management, Management, Project Management, GIPS, Operations Management, Manage Client..., Business Writing, Access, Procedure Development, Compliance
Education
Northeastern University 1997 — 2002
Bachelor of Science, Accounting and Finance
Boston University
Certification in Financial Planning
Beck Bode Wealth Management, LLC July 2014 - Present
Ameriprise Financial Services, Inc. December 2011 - July 2014
Ameriprise Financial Services, Inc. May 2010 - November 2011
Digital Federal Credit Union July 2009 - May 2010
Winslow, Crocker & Evans, Inc. 2008 - 2009
Emerson Investment Management 2008 - 2009
State Street - WMS 2005 - 2007
Education
Boston University 2007 — 2009
Financial Planning Certificate Program
Bridgewater State University 1995 — 1999
Emerson Investment Management June 2014 - Present
Xactly Corporation June 2013 - August 2013
BU Finance and Investments Club May 2013 - May 2013
Xactly Corporation June 2012 - August 2012
Osterhout Group June 2011 - September 2011
Skills
Accounts Payable, Financial Analysis, Economic Research, Economic Modeling, Market Analysis, Microsoft Excel, Spreadsheets, Entrepreneurship, Market Research, Salesforce.com, Finance, Valuation, Management, Financial Modeling, Analysis, Microsoft Office, Leadership, PowerPoint
Education
Boston University 2011 — 2015
BSBA (Planned), Finance, General
Carlmont High School 2009 — 2011
Schwab Advisor Services May 2015 - Present
Schwab Advisor Services February 2014 - May 2015
Schwab Advisor Services March 2011 - February 2014
Emerson Investment Management May 2008 - March 2011
Signet Investment Advisory Group November 2007 - May 2008
Skills
Financial Services, Series 7, Relationship Management, Series 63
Education
Tulane University 2003 — 2007
B.A., Women's Studies and Sociology
Boston University Center for Professional Education
Certified Financial Planner
TD Ameritrade June 2015 - Present
Villeo Capital LLC January 2010 - June 2015
Jantz Morgan LLC September 2011 - March 2014
Capstone Partners LLC June 2008 - December 2009
Trudeau & Trudeau Associates, Inc June 2005 - February 2008
Emerson Investment Management 2003 - 2005
Charles Schwab 1993 - 2003
Education
Harvard Extension School 2007 — 2009
Master of Liberal Arts in Management
Harvard Extension School 2000 — 2003
Bachelor of Liberal Arts in Extension Studies cum laude
Illinois Institute of Technology 1986 — 1990
Studied
Onshape Inc. November 2012 - Present
Emerson Investment Management June 2000 - July 2014
LC Design Inc February 2007 - September 2012
SolidWorks Corp. (a Dassault Systemes Company) December 2003 - December 2005
SolidWorks Corp. (a Dassault Systemes Company) May 1999 - December 2003
SolidWorks January 1995 - May 1999
Cadre Technologies January 1994 - December 1994
Computervision/Prime Computer June 1984 - January 1994
Pratt & Whitney July 1982 - June 1984
Skills
Solidworks, Mobile Devices, R&D, Start-ups, Strategy, CAD, Enterprise Software, Engineering, Object Oriented Design, Mechanical Engineering, Software Development, New Business Development, SaaS, Entrepreneurship, Go-to-market Strategy, Business Strategy, Product Management, Product Lifecycle..., C++, Mergers & Acquisitions, Software Engineering, Management, Agile Methodologies, CRM, Strategic Partnerships, Cloud Computing, Business Development, Product Development, SolidWorks
Education
Brown University 1978 — 1982
Sc. B., Applied Mathematics
PwC June 2015 - Present
Isenberg School of Management, UMass Amherst January 2013 - May 2015
Emerson Investment Management June 2013 - August 2013
Merrill Lynch June 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Barnstable High School 2007 — 2011
Quadrant Financial Services, LLC December 2014 - Present
Wellington Management May 2010 - December 2014
Wellington Management July 2006 - May 2010
Marsh Executive Benefits 2001 - July 2006
Emerson Investment Management 2000 - 2001
American Express Financial Advisors 1993 - 2000
Skills
Equities, Investment Management, Investment Strategies, Investments, Portfolio Management, Asset Managment, Asset Management, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds
Education
Colby College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Emerson Investment Management April 2009 - Present
US Trust October 2004 - April 2009
State Street Global Advisors 1999 - October 2004
Cape Cod Bank and Trust 1994 - 1999
PaineWebber 1987 - 1990
PepsiCo 1983 - 1986
E.F. Hutton 1980 - 1982
Education
University of Pennsylvania - The Wharton School
M.B.A., Business
Yale University
B.A., Economics
Emerson Investment Management October 2012 - Present
Emerson Investment Management 2009 - October 2012
U.S. Trust, Bank of America Private Wealth Management 2001 - 2009
Choate, Hall & Stewart 1996 - 2000
Skills
Retirement Planning, Wealth Management, Trusts, Estate Tax Planning, Planned Giving, Strategic Financial..., High Net Worth..., Estate Planning
Education
Boston College Law School 1993 — 1996
JD, Law
Harvard University 1989 — 1993
BA
Brown Brothers Harriman July 2006 - Present
Emerson Investment Management August 2001 - June 2006
SoundView Technology September 1998 - May 2001
Pacific Forest Resources (CellMark, Inc) September 1994 - April 1998
Skills
Global Custody, Securities, Securities Lending, Equities, Portfolio Management, Fixed Income, Bloomberg, Financial Services
Education
Hobart and William Smith Colleges 1990 — 1994
Bachelor's degree, Environmental Studies - Economics and Sociology
Lincoln School 1984 — 1990
BNY Mellon Wealth Management February 2004 - Present
Emerson Investment Management January 2001 - February 2004
Skills
Estate Planning, Investment Management, Wealth Management..., Mutual Funds, Investments, Marketing Communications, Financial Services, Asset Allocation, Wealth Management, Asset Management
Education
Boston College 2009 — 2012
MBA, Marketing
Northeastern University 2000 — 2004
BS, Economics
The TJX Companies, Inc. August 2014 - Present
TJX September 2006 - August 2014
Jasmine Sola March 2006 - September 2006
Emerson Investment Management May 2005 - March 2006
Skills
Merchandising, Apparel, Fashion, Inventory Management, Visual Merchandising, Assortment, Management, Trend, Merchandise Planning, Store Management, Private Label, Fashion Buying, CPFR
Education
University of Massachusetts, Amherst 2001 — 2005
Arlington High School
Emerson Investment Management June 2011 - Present
Emerson Investment Management July 2009 - June 2011
Emerson Investment Management August 2007 - July 2009
New England Research & Management, Inc. August 2006 - July 2007
Greenbaum, Nagel, Fisher & Hamelburg October 2005 - March 2006
Education
Boston University 2006 — 2006
Paralegal Certification
University of Delaware 1997 — 2002
BA, International Relations