Evaluation Associates
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Evaluation Associates Employees
Employee
Years
Job
Industry
Stephen Zumbo Stephen Zumbo's Evaluation Associates Experience June 2000 - September 2001
Job Business Architect at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group January 2013 - Present
The Hartford August 2007 - December 2012
Ingenix (United HealthGroup) April 2006 - August 2007
Hewitt Associates October 2004 - April 2006
Hewitt Associates January 2002 - October 2004
Evaluation Associates June 2000 - September 2001
University of Connecticut May 1999 - October 1999
Skills
SDLC, Mainframe, SQL, DB2, SAS, Record Keeping, Requirements Analysis, Requirements Gathering, Data Conversion, Functional..., User Acceptance Testing, Gap Analysis, Systems Analysis, Metrics, Data Analysis, Vendor Management, Release Management, Business Process, SharePoint, Validation, Testing, MS Office Suite, Production Support, Test Planning, Project Delivery, Project Plans, JCL, Data Migration, Business Process..., Process Improvement, Integration, Software Quality..., Analysis, Stakeholder Management, IT Operations, Incident Management, Defined Benefit, 401k, Employee Benefits, Change Management, Insurance, Financial Services, Databases, IT Strategy, Retirement, Business Requirements, Visio, Business Analysis
Education
The University of Connecticut 1996 — 2000
Bachelor of Arts, Communications
MassMutual Financial Group January 2013 - Present
The Hartford August 2007 - December 2012
Ingenix (United HealthGroup) April 2006 - August 2007
Hewitt Associates October 2004 - April 2006
Hewitt Associates January 2002 - October 2004
Evaluation Associates June 2000 - September 2001
University of Connecticut May 1999 - October 1999
Skills
SDLC, Mainframe, SQL, DB2, SAS, Record Keeping, Requirements Analysis, Requirements Gathering, Data Conversion, Functional..., User Acceptance Testing, Gap Analysis, Systems Analysis, Metrics, Data Analysis, Vendor Management, Release Management, Business Process, SharePoint, Validation, Testing, MS Office Suite, Production Support, Test Planning, Project Delivery, Project Plans, JCL, Data Migration, Business Process..., Process Improvement, Integration, Software Quality..., Analysis, Stakeholder Management, IT Operations, Incident Management, Defined Benefit, 401k, Employee Benefits, Change Management, Insurance, Financial Services, Databases, IT Strategy, Retirement, Business Requirements, Visio, Business Analysis
Education
The University of Connecticut 1996 — 2000
Bachelor of Arts, Communications
Janet Maurice Janet Maurice's Evaluation Associates Experience October 2000 - September 2001
Job Web and Social Media Specialist at Griffin Hospital
Industry Internet
Experience
Griffin Hospital February 2014 - Present
St. Vincent's Medical Center October 2010 - April 2013
Cannondale Bicycle Corporation October 2004 - April 2010
WebPlusMarketingStudio.com January 2001 - October 2004
The Mountain Workshop, Georgetown CT June 2001 - September 2004
Evaluation Associates October 2000 - September 2001
Bikeshop.com January 2000 - September 2000
Ahlbin Center and Bridgeport Hospital January 1989 - January 2000
Skills
Integrated Marketing, Social Media Marketing, Online Marketing, Social Media, Promotions, Email Marketing, Digital Marketing, SEO, Marketing Strategy, Web Analytics, Copywriting, Google Analytics, Event Planning, Interactive Marketing..., E-commerce, Strategic Planning, Marketing Communications, Facebook, Digital Strategy, SEM, Affiliate Marketing, Online Advertising, Product Marketing, Cycling, Digital Media, Marketing, Web Content, Web Development, Web Marketing, CRM, Strategy, Analytics, Public Relations, Web Design, B2B, Blogging, User Experience, Management, Project Management
Education
Penn State University
BS, Management
Sacred Heart University
Masters level coursework, Information Technology, Web Design
Griffin Hospital February 2014 - Present
St. Vincent's Medical Center October 2010 - April 2013
Cannondale Bicycle Corporation October 2004 - April 2010
WebPlusMarketingStudio.com January 2001 - October 2004
The Mountain Workshop, Georgetown CT June 2001 - September 2004
Evaluation Associates October 2000 - September 2001
Bikeshop.com January 2000 - September 2000
Ahlbin Center and Bridgeport Hospital January 1989 - January 2000
Skills
Integrated Marketing, Social Media Marketing, Online Marketing, Social Media, Promotions, Email Marketing, Digital Marketing, SEO, Marketing Strategy, Web Analytics, Copywriting, Google Analytics, Event Planning, Interactive Marketing..., E-commerce, Strategic Planning, Marketing Communications, Facebook, Digital Strategy, SEM, Affiliate Marketing, Online Advertising, Product Marketing, Cycling, Digital Media, Marketing, Web Content, Web Development, Web Marketing, CRM, Strategy, Analytics, Public Relations, Web Design, B2B, Blogging, User Experience, Management, Project Management
Education
Penn State University
BS, Management
Sacred Heart University
Masters level coursework, Information Technology, Web Design
Anthony Kaminski Anthony Kaminski's Evaluation Associates Experience September 2006 - June 2010
Job Associate at Mercer Investments
Industry Investment Management
Experience
Mercer Investments September 2006 - Present
Evaluation Associates September 2006 - June 2010
Education
Stone Academy-Hamden
Diploma, Accounting
Mercer Investments September 2006 - Present
Evaluation Associates September 2006 - June 2010
Education
Stone Academy-Hamden
Diploma, Accounting
Andrew Flash's Evaluation Associates Experience November 1998 - September 2000
Job Credit Analyst
Industry Financial Services
Experience
Independent Credit Analyst October 2014 - Present
Stein Mart January 2014 - September 2014
Palm Coast Data May 2009 - February 2013
NACCO Materials Handling Group January 2006 - February 2009
Evaluation Associates November 1998 - September 2000
Skills
PeopleSoft, Microsoft Office, Management, Customer Service, Budgets, Microsoft Excel, Team Building, Accounting, Strategic Planning, Team Leadership, Microsoft Word, Cost Accounting, Leadership, Sales, Process Improvement, Training, Outlook, Financial Analysis, Payroll, Social Networking, Business Development, Time Management, Marketing, Teamwork, PowerPoint, Auditing, Business Analysis, Risk Management, Accounts Receivable, Access, Financial Reporting, Leadership Development, Small Business, Social Media Marketing, Analysis, Research, Forecasting, Project Management, Program Management, Inventory Management, Accounts Payable, Account Management, New Business Development, Finance
Education
University of Phoenix 2014 — 2015
Master of Business Administration (MBA), Finance, General
University of Phoenix 2012 — 2013
Bachelor's degree, Business Management Concentration on Finance
Florida Atlantic University 2006 — 2007
B.A., International Economics
Florida Community College at Jacksonville
Associate of Arts (AA), Economics
Independent Credit Analyst October 2014 - Present
Stein Mart January 2014 - September 2014
Palm Coast Data May 2009 - February 2013
NACCO Materials Handling Group January 2006 - February 2009
Evaluation Associates November 1998 - September 2000
Skills
PeopleSoft, Microsoft Office, Management, Customer Service, Budgets, Microsoft Excel, Team Building, Accounting, Strategic Planning, Team Leadership, Microsoft Word, Cost Accounting, Leadership, Sales, Process Improvement, Training, Outlook, Financial Analysis, Payroll, Social Networking, Business Development, Time Management, Marketing, Teamwork, PowerPoint, Auditing, Business Analysis, Risk Management, Accounts Receivable, Access, Financial Reporting, Leadership Development, Small Business, Social Media Marketing, Analysis, Research, Forecasting, Project Management, Program Management, Inventory Management, Accounts Payable, Account Management, New Business Development, Finance
Education
University of Phoenix 2014 — 2015
Master of Business Administration (MBA), Finance, General
University of Phoenix 2012 — 2013
Bachelor's degree, Business Management Concentration on Finance
Florida Atlantic University 2006 — 2007
B.A., International Economics
Florida Community College at Jacksonville
Associate of Arts (AA), Economics
Howard Krulewitz Howard Krulewitz's Evaluation Associates Experience January 1990 - August 1990
Job GMAT Instructor at Kaplan Test Prep and Admissions
Industry Education Management
Experience
Kaplan Test Prep and Admissions October 2010 - Present
Central Park Ice Hockey October 2011 - Present
Hakker Short Film Festival January 2009 - Present
RBC Capital Markets July 2004 - January 2011
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) August 2003 - June 2004
Tefen September 2002 - May 2003
Demos Solutions June 2000 - September 2002
ELANA September 1998 - September 1999
Neuberger Berman August 1991 - June 1998
Evaluation Associates January 1990 - August 1990
Skills
Statistics, Tutoring, Test Preparation, Nonprofits, GMAT, Teaching, Motivation, Ice Hockey, Coaching, Film Festivals, Short Films, Film Production, Film Editing, Independent Film, Hedge Funds, Due Diligence, Portfolio Management, Project Management, Business Process..., Strategic Consulting, Management Consulting, Fixed Income Portfolio..., Fixed Income Analysis, Credit Analysis, Risk Management, Fixed Income, Valuation, Financial Modeling, Corporate Finance, Analytics, Financial Analysis, Management, Emerging Markets, Analysis
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Finance and Economics
The University of Connecticut 1986 — 1991
Bachelor of Arts (B.A.), Economics
Kaplan Test Prep and Admissions October 2010 - Present
Central Park Ice Hockey October 2011 - Present
Hakker Short Film Festival January 2009 - Present
RBC Capital Markets July 2004 - January 2011
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) August 2003 - June 2004
Tefen September 2002 - May 2003
Demos Solutions June 2000 - September 2002
ELANA September 1998 - September 1999
Neuberger Berman August 1991 - June 1998
Evaluation Associates January 1990 - August 1990
Skills
Statistics, Tutoring, Test Preparation, Nonprofits, GMAT, Teaching, Motivation, Ice Hockey, Coaching, Film Festivals, Short Films, Film Production, Film Editing, Independent Film, Hedge Funds, Due Diligence, Portfolio Management, Project Management, Business Process..., Strategic Consulting, Management Consulting, Fixed Income Portfolio..., Fixed Income Analysis, Credit Analysis, Risk Management, Fixed Income, Valuation, Financial Modeling, Corporate Finance, Analytics, Financial Analysis, Management, Emerging Markets, Analysis
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Finance and Economics
The University of Connecticut 1986 — 1991
Bachelor of Arts (B.A.), Economics
Scott Schweizer | Seasoned Risk Leader Scott Schweizer | Seasoned Risk Leader's Evaluation Associates Experience 2000 - 2001
Job Risk Attribution & Analysis | Fixed Income Multi Asset | Six Sigma Certified | MBA | CFA Candidate
Industry Investment Management
Experience
Schroders Investment Management June 2014 - Present
MasterCard July 2012 - June 2014
Deutsche Bank 2009 - 2012
AllianceBernstein 2005 - 2009
GE 2002 - 2005
Evaluation Associates 2000 - 2001
Thomson Reuters 1997 - 1999
Skills
Fixed Income, Portfolio Management, Risk Management, Capital Markets, Market Risk, Structured Products, Investments, Financial Risk, Commodity, Stress Testing, Banking, Process Improvement, Analytics, Equities, Six Sigma, Investment Strategies, Quantitative Analytics, Credit Risk, Credit, Trading, Asset Management, Financial Markets, Reporting & Analysis, Project Coordination, Derivatives, Investment Management, Bloomberg, Bonds, Alternative Investments, Financial Modeling, Enterprise Risk..., Hedge Funds, Bloomberg Terminal, Valuation, Portfolios, Data Integrity, Quantitative Analysis, Operational Risk, Mutual Funds, Risk Measurement, Risk Metrics, Risk Analytics, Relative Value, Volatility, Liquidity Risk, Regulations
Education
The University of Connecticut School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance, 3.44/4.0
Humboldt-Universität zu Berlin 1996 — 1997
Scholarship for Business related study in Europe, Business Administration and Management, General
City University of New York-College of Staten Island 1992 — 1996
Bachelor of Science (B.S.), Economics and International Business Double Major, 3.59/4.0
Schroders Investment Management June 2014 - Present
MasterCard July 2012 - June 2014
Deutsche Bank 2009 - 2012
AllianceBernstein 2005 - 2009
GE 2002 - 2005
Evaluation Associates 2000 - 2001
Thomson Reuters 1997 - 1999
Skills
Fixed Income, Portfolio Management, Risk Management, Capital Markets, Market Risk, Structured Products, Investments, Financial Risk, Commodity, Stress Testing, Banking, Process Improvement, Analytics, Equities, Six Sigma, Investment Strategies, Quantitative Analytics, Credit Risk, Credit, Trading, Asset Management, Financial Markets, Reporting & Analysis, Project Coordination, Derivatives, Investment Management, Bloomberg, Bonds, Alternative Investments, Financial Modeling, Enterprise Risk..., Hedge Funds, Bloomberg Terminal, Valuation, Portfolios, Data Integrity, Quantitative Analysis, Operational Risk, Mutual Funds, Risk Measurement, Risk Metrics, Risk Analytics, Relative Value, Volatility, Liquidity Risk, Regulations
Education
The University of Connecticut School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance, 3.44/4.0
Humboldt-Universität zu Berlin 1996 — 1997
Scholarship for Business related study in Europe, Business Administration and Management, General
City University of New York-College of Staten Island 1992 — 1996
Bachelor of Science (B.S.), Economics and International Business Double Major, 3.59/4.0
Brian Mao Brian Mao's Evaluation Associates Experience September 2008 - September 2009
Job Attended New York University
Industry Primary/Secondary Education
Experience
Private January 2013 - Present
StarTalk - Glastonbury High School July 2014 - July 2014
ICLP Program (Est. by Stanford University) March 2010 - December 2012
Evaluation Associates September 2008 - September 2009
Morgan Stanley May 2006 - February 2008
New York University August 2005 - May 2007
Skills
Mandarin, Piano, Mentoring, Microsoft Excel, Data Analysis, Sports Statistics, New Yorker
Education
ICLP Program (Est. by Stanford University) 2010 — 2012
New York University 2003 — 2007
Bachelor of Arts (BA), Economics
Private January 2013 - Present
StarTalk - Glastonbury High School July 2014 - July 2014
ICLP Program (Est. by Stanford University) March 2010 - December 2012
Evaluation Associates September 2008 - September 2009
Morgan Stanley May 2006 - February 2008
New York University August 2005 - May 2007
Skills
Mandarin, Piano, Mentoring, Microsoft Excel, Data Analysis, Sports Statistics, New Yorker
Education
ICLP Program (Est. by Stanford University) 2010 — 2012
New York University 2003 — 2007
Bachelor of Arts (BA), Economics
Erik Rogers, CFA Erik Rogers, CFA's Evaluation Associates Experience June 2010 - August 2010
Job Portfolio Manager at Swiss Re
Industry Financial Services
Experience
Swiss Re June 2015 - Present
Swiss Re March 2012 - June 2015
MarketAxess August 2011 - April 2012
MarketAxess June 2011 - August 2011
Evaluation Associates June 2010 - August 2010
Evaluation Associates June 2009 - August 2009
Education
Colgate University 2007 — 2011
Darien High School 2003 — 2007
Swiss Re June 2015 - Present
Swiss Re March 2012 - June 2015
MarketAxess August 2011 - April 2012
MarketAxess June 2011 - August 2011
Evaluation Associates June 2010 - August 2010
Evaluation Associates June 2009 - August 2009
Education
Colgate University 2007 — 2011
Darien High School 2003 — 2007
Paul Cervone, CFA Paul Cervone, CFA's Evaluation Associates Experience 1993 - 1996
Job Experienced Marketing and Financial Services Professional
Industry Financial Services
Experience
HJW Executive Search LLC January 2014 - Present
Legg Mason 2002 - December 2013
GE Asset Management 2000 - 2002
AIG Global Investment Group 1999 - 2000
Credit Suisse 1996 - 1999
Evaluation Associates 1993 - 1996
Skills
Hedge Funds, Alternative Investments, Fixed Income, Analysis, Marketing Strategy, Asset Managment, Equities, Series 7, Portfolio Management, Wealth Management, Investments, Relationship Management, Mutual Funds, Series 63, Separately Managed..., Management, Financial Services, Sales, Asset Allocation, Marketing, Finance, Asset Management
Education
CFA Institute Chartered Financial Analyst (CFA)
Quinnipiac University 1988 — 1992
Bacelor of Science, Business Administration and Management
HJW Executive Search LLC January 2014 - Present
Legg Mason 2002 - December 2013
GE Asset Management 2000 - 2002
AIG Global Investment Group 1999 - 2000
Credit Suisse 1996 - 1999
Evaluation Associates 1993 - 1996
Skills
Hedge Funds, Alternative Investments, Fixed Income, Analysis, Marketing Strategy, Asset Managment, Equities, Series 7, Portfolio Management, Wealth Management, Investments, Relationship Management, Mutual Funds, Series 63, Separately Managed..., Management, Financial Services, Sales, Asset Allocation, Marketing, Finance, Asset Management
Education
CFA Institute Chartered Financial Analyst (CFA)
Quinnipiac University 1988 — 1992
Bacelor of Science, Business Administration and Management
Steve Formanek Steve Formanek's Evaluation Associates Experience August 1988 - June 2011
Job Chief Operating Officer at MESA Investment Consulting LLC
Industry Financial Services
Experience
MESA Investment Consulting LLC May 2012 - Present
Clearbrook Global Advisors, LLC July 2011 - February 2012
Evaluation Associates August 1988 - June 2011
Skills
Due Diligence, Investments, Alternative Investments, Asset Managment, Equities, Fixed Income, Mutual Funds, Securities, Portfolio Management, Private Equity, Financial Analysis, Emerging Markets, Asset Allocation, Investment Strategies, Financial Modeling, Equity Research, Infrastructure, New Business Development, Hedge Funds, Asset Management
Education
University of Bridgeport 1982 — 1987
MBA, Management Information Systems, General
Shippensburg University of Pennsylvania 1975 — 1979
BS, Accounting
MESA Investment Consulting LLC May 2012 - Present
Clearbrook Global Advisors, LLC July 2011 - February 2012
Evaluation Associates August 1988 - June 2011
Skills
Due Diligence, Investments, Alternative Investments, Asset Managment, Equities, Fixed Income, Mutual Funds, Securities, Portfolio Management, Private Equity, Financial Analysis, Emerging Markets, Asset Allocation, Investment Strategies, Financial Modeling, Equity Research, Infrastructure, New Business Development, Hedge Funds, Asset Management
Education
University of Bridgeport 1982 — 1987
MBA, Management Information Systems, General
Shippensburg University of Pennsylvania 1975 — 1979
BS, Accounting
Jennifer Kosakowski Jennifer Kosakowski's Evaluation Associates Experience June 1993 - February 1999
Job Inside Sales Rep Bushwick Metals, LLC
Industry Building Materials
Experience
Bushwick Metals, LLC June 2014 - Present
Suite Sounds, Inc. September 2011 - June 2014
Buckley Associates Inc. June 2012 - December 2013
SYNERGY SECURITY SYSTEMS, INC February 2008 - January 2011
LIBERTY MUTUAL INSURANCE COMPANY December 2005 - December 2007
F&J FOOD SERVICE, INC. January 1999 - January 2005
EVALUATION ASSOCIATES June 1993 - February 1999
Skills
QuickBooks Certified, Outlook, Word, PowerPoint, Excel, Access, Administrative Support, Scheduling, Typing, Customer Service, Data Entry, Office Management, Documentation, Event Planning, Billing, Customer Relations, Problem Solving, Accounts Payable, Spreadsheets, Telephone Skills, Invoicing, Accounts Receivable, Microsoft Excel, Administrative..., Microsoft Word, Process Scheduler, Budgets, Management, Software Documentation, Customer Satisfaction, Payroll, QuickBooks, Microsoft Office, Training, Employee Relations, Calendars, Expenses, Online Research, Office Administration, Accounting, Contract Negotiation, Sales
Education
Katharine Gibbs School 1988 — 1989
Honors, Secretarial/Business
Fairfield High School
Bushwick Metals, LLC June 2014 - Present
Suite Sounds, Inc. September 2011 - June 2014
Buckley Associates Inc. June 2012 - December 2013
SYNERGY SECURITY SYSTEMS, INC February 2008 - January 2011
LIBERTY MUTUAL INSURANCE COMPANY December 2005 - December 2007
F&J FOOD SERVICE, INC. January 1999 - January 2005
EVALUATION ASSOCIATES June 1993 - February 1999
Skills
QuickBooks Certified, Outlook, Word, PowerPoint, Excel, Access, Administrative Support, Scheduling, Typing, Customer Service, Data Entry, Office Management, Documentation, Event Planning, Billing, Customer Relations, Problem Solving, Accounts Payable, Spreadsheets, Telephone Skills, Invoicing, Accounts Receivable, Microsoft Excel, Administrative..., Microsoft Word, Process Scheduler, Budgets, Management, Software Documentation, Customer Satisfaction, Payroll, QuickBooks, Microsoft Office, Training, Employee Relations, Calendars, Expenses, Online Research, Office Administration, Accounting, Contract Negotiation, Sales
Education
Katharine Gibbs School 1988 — 1989
Honors, Secretarial/Business
Fairfield High School
Brendan Hayes Brendan Hayes's Evaluation Associates Experience 2006 - 2007
Job
Industry Oil & Energy
Experience
Enterprise Products June 2014 - Present
University of Wisconsin-Madison August 2012 - May 2014
Enterprise Products May 2013 - August 2013
Integrys Transportation Fuels, LLC April 2012 - August 2012
Clean Vehicle Solutions July 2011 - August 2012
Globe Tax Services April 2007 - July 2011
Evaluation Associates 2006 - 2007
CitiFinancial May 2005 - August 2005
Skills
Corporate Finance, Financial Analysis, Risk Management, Financial Modeling, Business Development, Valuation, Analysis, Microsoft Excel, Natural Gas, Leadership, Mergers & Acquisitions, Management, Finance, Energy, Competitive Analysis, Strategic Planning
Education
University of Wisconsin-Madison 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Sewanee-The University of the South 2002 — 2006
B.A., Economics
Trinity Valley School
Enterprise Products June 2014 - Present
University of Wisconsin-Madison August 2012 - May 2014
Enterprise Products May 2013 - August 2013
Integrys Transportation Fuels, LLC April 2012 - August 2012
Clean Vehicle Solutions July 2011 - August 2012
Globe Tax Services April 2007 - July 2011
Evaluation Associates 2006 - 2007
CitiFinancial May 2005 - August 2005
Skills
Corporate Finance, Financial Analysis, Risk Management, Financial Modeling, Business Development, Valuation, Analysis, Microsoft Excel, Natural Gas, Leadership, Mergers & Acquisitions, Management, Finance, Energy, Competitive Analysis, Strategic Planning
Education
University of Wisconsin-Madison 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Sewanee-The University of the South 2002 — 2006
B.A., Economics
Trinity Valley School
Richard (JR) DeFrancesco Richard (JR) DeFrancesco's Evaluation Associates Experience August 2004 - June 2011
Job Director of Institutional Relations at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) October 2012 - Present
Mercer Investments July 2011 - October 2012
Evaluation Associates August 2004 - June 2011
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Fund Of Funds, Equities, Investments, Asset Management, Fixed Income, Bloomberg, Portfolio Management, Investment Strategies, Mutual Funds, Emerging Markets, Private Equity, Investment Management, Capital Markets, Investor Relations, Institutional..., Financial Services, Financial Analysis
Education
Quinnipiac University 1999 — 2003
Bachelor of Science (BS), Finance, General
Beirne Wealth Consulting (BWC) October 2012 - Present
Mercer Investments July 2011 - October 2012
Evaluation Associates August 2004 - June 2011
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Fund Of Funds, Equities, Investments, Asset Management, Fixed Income, Bloomberg, Portfolio Management, Investment Strategies, Mutual Funds, Emerging Markets, Private Equity, Investment Management, Capital Markets, Investor Relations, Institutional..., Financial Services, Financial Analysis
Education
Quinnipiac University 1999 — 2003
Bachelor of Science (BS), Finance, General
Michael Meehan Michael Meehan's Evaluation Associates Experience January 2008 - May 2008
Job Senior Analyst, Investment Strategy at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. June 2014 - Present
Hirtle, Callaghan & Co. April 2013 - May 2014
Hirtle, Callaghan & Co. July 2010 - April 2013
Cristo Rey Philadelphia High School December 2009 - May 2010
MicroFinance Transparency August 2009 - December 2009
Department of State September 2008 - August 2009
Evaluation Associates January 2008 - May 2008
Skills
Portfolio Management, Investments, Bloomberg, Economics, Asset Management, Asset Allocation, Research, German, Microsoft Excel, Statistics, Public Speaking, Entrepreneurship, Asset Managment, Investment Management, Excel, Emerging Markets, Portfolio Optimization, Portfolio Performance..., Institutional..., Factor Analysis, Manager Selection, Tactical Asset..., Commodity Markets
Education
Fairfield University 2004 — 2008
BS, BA, Economics, German
St. Joseph's Preparatory School 2001 — 2004
Passed Level III of the CFA Program
Hirtle, Callaghan & Co. June 2014 - Present
Hirtle, Callaghan & Co. April 2013 - May 2014
Hirtle, Callaghan & Co. July 2010 - April 2013
Cristo Rey Philadelphia High School December 2009 - May 2010
MicroFinance Transparency August 2009 - December 2009
Department of State September 2008 - August 2009
Evaluation Associates January 2008 - May 2008
Skills
Portfolio Management, Investments, Bloomberg, Economics, Asset Management, Asset Allocation, Research, German, Microsoft Excel, Statistics, Public Speaking, Entrepreneurship, Asset Managment, Investment Management, Excel, Emerging Markets, Portfolio Optimization, Portfolio Performance..., Institutional..., Factor Analysis, Manager Selection, Tactical Asset..., Commodity Markets
Education
Fairfield University 2004 — 2008
BS, BA, Economics, German
St. Joseph's Preparatory School 2001 — 2004
Passed Level III of the CFA Program
William Dearborn William Dearborn's Evaluation Associates Experience December 2007 - June 2011
Job Associate at Mercer Investments
Industry Investment Management
Experience
Mercer Investments July 2011 - Present
Evaluation Associates December 2007 - June 2011
Northwestern Mutual June 2007 - August 2007
Grainger August 2006 - December 2006
Skills
Equities, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equity Research, Asset Management, Asset Allocation, Valuation, Investments, Mutual Funds, Portfolio Management, Social Media
Education
Syracuse University 2004 — 2007
Bachelor of Science, Finance, Supply Chain Management
Mercer Investments July 2011 - Present
Evaluation Associates December 2007 - June 2011
Northwestern Mutual June 2007 - August 2007
Grainger August 2006 - December 2006
Skills
Equities, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equity Research, Asset Management, Asset Allocation, Valuation, Investments, Mutual Funds, Portfolio Management, Social Media
Education
Syracuse University 2004 — 2007
Bachelor of Science, Finance, Supply Chain Management
Kyle Marmelstein Kyle Marmelstein's Evaluation Associates Experience June 2008 - June 2011
Job Equity Research at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC November 2014 - Present
Mercer Investment Consulting November 2011 - November 2014
Mercer Investment Consulting July 2011 - November 2011
Evaluation Associates June 2008 - June 2011
Skills
Equity Research, Quantitative Research, Equities, Quantitative Finance, Investments, Investment Strategies, Asset Allocation, Bloomberg, Performance Management, Index Funds, Securities Lending, Transition Management
Education
Union College 2004 — 2008
B.A., Managerial Economics
Union College 2004 — 2008
Bachelor of Arts (B.A.), Managerial Economics
Colonial Consulting LLC November 2014 - Present
Mercer Investment Consulting November 2011 - November 2014
Mercer Investment Consulting July 2011 - November 2011
Evaluation Associates June 2008 - June 2011
Skills
Equity Research, Quantitative Research, Equities, Quantitative Finance, Investments, Investment Strategies, Asset Allocation, Bloomberg, Performance Management, Index Funds, Securities Lending, Transition Management
Education
Union College 2004 — 2008
B.A., Managerial Economics
Union College 2004 — 2008
Bachelor of Arts (B.A.), Managerial Economics
David Hyman, CFA's Evaluation Associates Experience 1999 - August 2011
Job Senior Investment Consultant
Industry Financial Services
Experience
Mercer Investment Consulting August 2011 - Present
Evaluation Associates 1999 - August 2011
American Planning Group (APG) 1997 - 1998
Skills
Investments, Asset Allocation, Alternative Investments, Strategy, Institutional..., Investment Management, Investment Strategies, Asset Management, Capital Markets, Mutual Funds, Hedge Funds, Finance, Asset Managment, Equities, Fixed Income, Investment Advisory, Consulting, Personal Finance, Financial Advisory, Investment Advisory...
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
M.B.A., Finance
University of Michigan 1987 — 1991
A.B., Communication / Political Science
Mercer Investment Consulting August 2011 - Present
Evaluation Associates 1999 - August 2011
American Planning Group (APG) 1997 - 1998
Skills
Investments, Asset Allocation, Alternative Investments, Strategy, Institutional..., Investment Management, Investment Strategies, Asset Management, Capital Markets, Mutual Funds, Hedge Funds, Finance, Asset Managment, Equities, Fixed Income, Investment Advisory, Consulting, Personal Finance, Financial Advisory, Investment Advisory...
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
M.B.A., Finance
University of Michigan 1987 — 1991
A.B., Communication / Political Science
Michael Terry, CFA's Evaluation Associates Experience April 2000 - April 2001
Job Principal Investment Officer Short Term Investment Funds at State of Connecticut
Industry Government Administration
Experience
State of Connecticut 2012 - Present
Knights of Columbus April 1997 - November 2009
Evaluation Associates April 2000 - April 2001
Constitution Corporate Federal Credit Union March 1992 - April 1997
Skills
Portfolio Management, Fixed Income, Credit Analysis, Preferred Stock, REIT, Short-term, Private Placements, Financial Markets, Bond Markets
Education
University of New Haven 1994 — 1997
MBA
State of Connecticut 2012 - Present
Knights of Columbus April 1997 - November 2009
Evaluation Associates April 2000 - April 2001
Constitution Corporate Federal Credit Union March 1992 - April 1997
Skills
Portfolio Management, Fixed Income, Credit Analysis, Preferred Stock, REIT, Short-term, Private Placements, Financial Markets, Bond Markets
Education
University of New Haven 1994 — 1997
MBA
Frederick Schaefer Frederick Schaefer's Evaluation Associates Experience August 1987 - September 2007
Job Investments product manager at Schroders
Industry Investment Management
Experience
Schroders Investment Management September 2007 - Present
Evaluation Associates August 1987 - September 2007
Skills
Investment Strategies, Mutual Funds, Client Service, Asset Management, Equities, Investments, New Business Development, Asset Managment, Portfolio Management, Fixed Income, Bloomberg, Financial Services, Asset Allocation, Investment Management, Hedge Funds, Alternative Investments, Wealth Management, Client Services, Investment Advisory, Emerging Markets, Series 7
Education
University of Notre Dame 1970 — 1974
BA, Sociology
The University of Texas at Austin 1974 — 1976
Schroders Investment Management September 2007 - Present
Evaluation Associates August 1987 - September 2007
Skills
Investment Strategies, Mutual Funds, Client Service, Asset Management, Equities, Investments, New Business Development, Asset Managment, Portfolio Management, Fixed Income, Bloomberg, Financial Services, Asset Allocation, Investment Management, Hedge Funds, Alternative Investments, Wealth Management, Client Services, Investment Advisory, Emerging Markets, Series 7
Education
University of Notre Dame 1970 — 1974
BA, Sociology
The University of Texas at Austin 1974 — 1976
Nataliya (Natasha) Yemets Nataliya (Natasha) Yemets's Evaluation Associates Experience April 2010 - February 2011
Job Business Analyst at Aligned Asset Managers, LLC
Industry Financial Services
Experience
Rockit Solutions - a Rockefeller Company May 2015 - Present
Aligned Asset Managers, LLC November 2012 - August 2014
RDM Financial Group, Inc. October 2011 - October 2012
Evaluation Associates April 2010 - February 2011
Evaluation Associates January 2008 - February 2011
Evaluation Associates April 2006 - January 2008
Law Offices of Seth J. Arnowitz, LLC August 2002 - February 2005
ELEKS Software Ltd December 2000 - June 2002
Lviv Secondary School #4, Lviv, Ukraine January 2000 - May 2000
Skills
Investments, Bloomberg, Equities, Mutual Funds, Microsoft Excel, Research, PowerPoint, Lotus Notes, Microsoft Office, Financial Markets, Hedge Funds, Financial Accounting, Corporate Finance, Finance, Portfolio Management, Analysis, Management, Asset Management, Financial Analysis, Fixed Income
Education
The University of Connecticut School of Business 2007 — 2010
MBA, Finance
University of Connecticut 2002 — 2004
BA, General Studies
National University 'Ivan Franko' , Lviv 1995 — 2002
Bachelor's & Masters, Linguistics
Liverpool John Moores University 2000 — 2000
Int'l Student Exchange Program
Rockit Solutions - a Rockefeller Company May 2015 - Present
Aligned Asset Managers, LLC November 2012 - August 2014
RDM Financial Group, Inc. October 2011 - October 2012
Evaluation Associates April 2010 - February 2011
Evaluation Associates January 2008 - February 2011
Evaluation Associates April 2006 - January 2008
Law Offices of Seth J. Arnowitz, LLC August 2002 - February 2005
ELEKS Software Ltd December 2000 - June 2002
Lviv Secondary School #4, Lviv, Ukraine January 2000 - May 2000
Skills
Investments, Bloomberg, Equities, Mutual Funds, Microsoft Excel, Research, PowerPoint, Lotus Notes, Microsoft Office, Financial Markets, Hedge Funds, Financial Accounting, Corporate Finance, Finance, Portfolio Management, Analysis, Management, Asset Management, Financial Analysis, Fixed Income
Education
The University of Connecticut School of Business 2007 — 2010
MBA, Finance
University of Connecticut 2002 — 2004
BA, General Studies
National University 'Ivan Franko' , Lviv 1995 — 2002
Bachelor's & Masters, Linguistics
Liverpool John Moores University 2000 — 2000
Int'l Student Exchange Program
Rashida Mitchell Rashida Mitchell's Evaluation Associates Experience May 1997 - July 2000
Job Marketing/Human Resource Assistant at Leggette, Brashears & Graham, Inc.
Industry Environmental Services
Experience
Leggette, Brashears & Graham, Inc. August 2012 - Present
Leggette, Brashears & Graham, Inc. August 2012 - Present
Advantage Sales and Marketing May 2008 - August 2012
CRN International July 2000 - May 2008
Evaluation Associates May 1997 - July 2000
Skills
Human Resources, Recruiting, Customer Service, Employee Relations, Talent Acquisition, Employee Benefits, Microsoft Office
Education
Southern Connecticut State University
Bachelor of Art, Sociology
Leggette, Brashears & Graham, Inc. August 2012 - Present
Leggette, Brashears & Graham, Inc. August 2012 - Present
Advantage Sales and Marketing May 2008 - August 2012
CRN International July 2000 - May 2008
Evaluation Associates May 1997 - July 2000
Skills
Human Resources, Recruiting, Customer Service, Employee Relations, Talent Acquisition, Employee Benefits, Microsoft Office
Education
Southern Connecticut State University
Bachelor of Art, Sociology
John Cardinali, CFA John Cardinali, CFA's Evaluation Associates Experience 1993 - 2005
Job VP, Client Portfolio Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company August 2013 - Present
Hartford Investment Management June 2005 - July 2013
Evaluation Associates 1993 - 2005
Skills
Alternative Investments, Equities, Mutual Funds, Hedge Funds, Portfolio Management, Bloomberg, Series 7, Financial Services, Emerging Markets, Financial Modeling, Securities, Fixed Income, Series 3, Asset Allocation, Liability Analysis, Bonds, Series 63, Investment Advisory, Capital Markets, Institutional..., Derivatives, Equity Research
Education
Central Connecticut State University 1987 — 1991
BS, Finance
Loomis, Sayles & Company August 2013 - Present
Hartford Investment Management June 2005 - July 2013
Evaluation Associates 1993 - 2005
Skills
Alternative Investments, Equities, Mutual Funds, Hedge Funds, Portfolio Management, Bloomberg, Series 7, Financial Services, Emerging Markets, Financial Modeling, Securities, Fixed Income, Series 3, Asset Allocation, Liability Analysis, Bonds, Series 63, Investment Advisory, Capital Markets, Institutional..., Derivatives, Equity Research
Education
Central Connecticut State University 1987 — 1991
BS, Finance
Karen Ryba, CAIA Karen Ryba, CAIA's Evaluation Associates Experience June 1997 - December 2002
Job Investment Consulting Professional
Industry Financial Services
Experience
New York, NY 2013 - Present
New York Life Insurance Company 2011 - 2012
Morgan Stanley Smith Barney October 2006 - June 2010
Citigroup Private Bank December 2003 - April 2006
Evaluation Associates June 1997 - December 2002
Skills
Relationship Management, Investment Advisory..., Performance Attribution, Mutual Funds, Asset Managment, Fixed Income, Equities, Series 7, Hedge Funds, Due Diligence, Asset Allocation, Model Portfolio, Alternative Investments, Portfolio Construction, Custom Portfolios, Portfolio Management, Investments, Manager Selection, Asset Management, Capital Markets, Private Equity, Investment Management, Investment Strategies, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Series 63, Equity Research, Financial Markets, Bonds, Financial Risk, Retirement, Securities, Mergers & Acquisitions, Finance, Strategy, Bloomberg
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BBA, Business
University of San Francisco 1990 — 1992
MA, International Economics/Finance
New York, NY 2013 - Present
New York Life Insurance Company 2011 - 2012
Morgan Stanley Smith Barney October 2006 - June 2010
Citigroup Private Bank December 2003 - April 2006
Evaluation Associates June 1997 - December 2002
Skills
Relationship Management, Investment Advisory..., Performance Attribution, Mutual Funds, Asset Managment, Fixed Income, Equities, Series 7, Hedge Funds, Due Diligence, Asset Allocation, Model Portfolio, Alternative Investments, Portfolio Construction, Custom Portfolios, Portfolio Management, Investments, Manager Selection, Asset Management, Capital Markets, Private Equity, Investment Management, Investment Strategies, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Series 63, Equity Research, Financial Markets, Bonds, Financial Risk, Retirement, Securities, Mergers & Acquisitions, Finance, Strategy, Bloomberg
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BBA, Business
University of San Francisco 1990 — 1992
MA, International Economics/Finance
Christine Bradford Christine Bradford's Evaluation Associates Experience May 2001 - June 2011
Job Principal, Senior Consultant at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investment Consulting June 2011 - Present
Evaluation Associates May 2001 - June 2011
Taurus Advisory Group 1999 - 2001
The Perkin-Elmer Corp 1995 - 1997
Mellon Bank 1986 - 1990
Continental Can/Continental Group 1982 - 1986
Manufacturers Hanover Trust 1981 - 1982
Lionel D. Edie & Co. 1979 - 1981
Skills
Endowments, Foundations, Socially Responsible..., Retirement Plan..., High Net Worth..., Investments, Asset Allocation, Alternative Investments, Investment Policy, Special Projects, Hedge Funds, Institutional...
Education
Rutgers University-New Brunswick
BA
Mercer Investment Consulting June 2011 - Present
Evaluation Associates May 2001 - June 2011
Taurus Advisory Group 1999 - 2001
The Perkin-Elmer Corp 1995 - 1997
Mellon Bank 1986 - 1990
Continental Can/Continental Group 1982 - 1986
Manufacturers Hanover Trust 1981 - 1982
Lionel D. Edie & Co. 1979 - 1981
Skills
Endowments, Foundations, Socially Responsible..., Retirement Plan..., High Net Worth..., Investments, Asset Allocation, Alternative Investments, Investment Policy, Special Projects, Hedge Funds, Institutional...
Education
Rutgers University-New Brunswick
BA
Richard Begun Richard Begun's Evaluation Associates Experience 1993 - 1995
Job Senior Portfolio Manager, Managing Director
Industry Investment Management
Experience
Horizon Kinetics, LLC January 2009 - Present
Olstein Capital September 2007 - October 2008
Clay Finlay January 2002 - September 2007
Orbitex Group of Funds June 1999 - December 2002
Orbitex Management, Inc 1999 - 2001
BNY Mellon January 1995 - January 1999
Evaluation Associates 1993 - 1995
Marsh and McLennan 1989 - 1993
Skills
Global Asset Allocation, Portfolio Management, Client Services, Equities, Asset Management, Mutual Funds, Investments, Investment Strategies, Mergers & Acquisitions, Fixed Income, Series 7, Asset Allocation, Capital Markets, Investment Banking, Financial Services, Securities, Private Equity, Financial Analysis
Education
Baruch College 1993 — 1997
MBA, Finance
City University of New York-Brooklyn College 1987 — 1989
MA, Economics
Binghamton University 1983 — 1987
BS, Economics
Horizon Kinetics, LLC January 2009 - Present
Olstein Capital September 2007 - October 2008
Clay Finlay January 2002 - September 2007
Orbitex Group of Funds June 1999 - December 2002
Orbitex Management, Inc 1999 - 2001
BNY Mellon January 1995 - January 1999
Evaluation Associates 1993 - 1995
Marsh and McLennan 1989 - 1993
Skills
Global Asset Allocation, Portfolio Management, Client Services, Equities, Asset Management, Mutual Funds, Investments, Investment Strategies, Mergers & Acquisitions, Fixed Income, Series 7, Asset Allocation, Capital Markets, Investment Banking, Financial Services, Securities, Private Equity, Financial Analysis
Education
Baruch College 1993 — 1997
MBA, Finance
City University of New York-Brooklyn College 1987 — 1989
MA, Economics
Binghamton University 1983 — 1987
BS, Economics
Diane Improta Diane Improta's Evaluation Associates Experience 1986 - 1996
Job Managing Director at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors June 2014 - Present
Hewitt EnnisKnupp, Inc. November 1998 - June 2014
Segal Advisors February 1996 - November 1998
Evaluation Associates 1986 - 1996
Skills
Defined Benefit, Defined Contribution, Pensions, 403 b, 401k, Asset Allocation, Retirement, Investment Strategies, Mutual Funds, Investment Advisory, Investment Management, Investments, Retirement Plan..., Pension Funds, Pension Administration, Asset Management, Equities, Alternative Investments
Education
Lynchburg College 1981 — 1985
BA
Wilton High School 1978 — 1981
Rocaton Investment Advisors June 2014 - Present
Hewitt EnnisKnupp, Inc. November 1998 - June 2014
Segal Advisors February 1996 - November 1998
Evaluation Associates 1986 - 1996
Skills
Defined Benefit, Defined Contribution, Pensions, 403 b, 401k, Asset Allocation, Retirement, Investment Strategies, Mutual Funds, Investment Advisory, Investment Management, Investments, Retirement Plan..., Pension Funds, Pension Administration, Asset Management, Equities, Alternative Investments
Education
Lynchburg College 1981 — 1985
BA
Wilton High School 1978 — 1981
Marilyn Rowland Marilyn Rowland's Evaluation Associates Experience August 2006 - June 2008
Job
Industry Investment Management
Experience
Nu Paradigm Investment Partners, LLC May 2014 - Present
PSE Associates, LLC August 2010 - May 2014
Towers Watson June 2008 - August 2010
Towers Watson (formally Watson Wyatt Worldwide) June 2008 - August 2010
Evaluation Associates August 2006 - June 2008
USI Consulting Group, Inc April 2004 - August 2006
AllianceBernstein July 2003 - September 2003
Morgan Stanley Smith Barney May 2002 - August 2002
Skills
Investment Research, Investment Strategies, Manager Research, Asset Allocation, Mutual Funds, Quantitative Analysis, Equity Research, Research, Quantitative Analytics, Investments, Employee Benefits, Portfolio Management, Valuation, Fixed Income, Investment Management, Strategy, Analysis, Trading, Alternative Investments, Hedge Funds, Asset Management, Due Diligence, Financial Modeling, Sales Presentation..., Equities, Bloomberg, Financial Services, Investment Advisory
Education
Quinnipiac University - School of Business 1999 — 2003
BS
Quinnipiac University
Bachelor of Science
Guilford high School
Nu Paradigm Investment Partners, LLC May 2014 - Present
PSE Associates, LLC August 2010 - May 2014
Towers Watson June 2008 - August 2010
Towers Watson (formally Watson Wyatt Worldwide) June 2008 - August 2010
Evaluation Associates August 2006 - June 2008
USI Consulting Group, Inc April 2004 - August 2006
AllianceBernstein July 2003 - September 2003
Morgan Stanley Smith Barney May 2002 - August 2002
Skills
Investment Research, Investment Strategies, Manager Research, Asset Allocation, Mutual Funds, Quantitative Analysis, Equity Research, Research, Quantitative Analytics, Investments, Employee Benefits, Portfolio Management, Valuation, Fixed Income, Investment Management, Strategy, Analysis, Trading, Alternative Investments, Hedge Funds, Asset Management, Due Diligence, Financial Modeling, Sales Presentation..., Equities, Bloomberg, Financial Services, Investment Advisory
Education
Quinnipiac University - School of Business 1999 — 2003
BS
Quinnipiac University
Bachelor of Science
Guilford high School
Jennifer Horne,CFA Jennifer Horne,CFA's Evaluation Associates Experience April 1995 - April 2007
Job Head of Relationship Management at Schroders Investment Management
Industry Financial Services
Experience
Schroders Investment Management May 2013 - Present
BlackRock April 2008 - May 2013
Evaluation Associates April 1995 - April 2007
Oppenheimer Capital April 1989 - April 1995
Skills
CFA, Asset Allocation, Investment Strategies, Alternative Investments, Fixed Income, Asset Management, Equities
Education
Duke University
BA, Economics/Finance
Schroders Investment Management May 2013 - Present
BlackRock April 2008 - May 2013
Evaluation Associates April 1995 - April 2007
Oppenheimer Capital April 1989 - April 1995
Skills
CFA, Asset Allocation, Investment Strategies, Alternative Investments, Fixed Income, Asset Management, Equities
Education
Duke University
BA, Economics/Finance
Ingrid Y. Prueher Ingrid Y. Prueher's Evaluation Associates Experience June 2006 - March 2007
Job Experienced Research Analyst
Industry Financial Services
Experience
Canaan Partners April 2007 - June 2011
Evaluation Associates June 2006 - March 2007
Arch Insurance Group February 2004 - July 2005
Standard & Poor's August 2000 - December 2003
Lehman Brothers March 2000 - August 2000
Skills
Valuation, Due Diligence, Investments, Equities, Mutual Funds, Portfolio Management, Financial Modeling, Financial Analysis, Private Equity, Corporate Finance, Bloomberg, Fixed Income, Capital Markets, Emerging Markets, Research, Business Strategy, Risk Management, Asset Allocation, Microsoft Excel, Business Development
Education
The New School
Masters, International Affairs; Latin America Economic Development
Saint John's University
Bachelors of Science, Paralegal Studies
Canaan Partners April 2007 - June 2011
Evaluation Associates June 2006 - March 2007
Arch Insurance Group February 2004 - July 2005
Standard & Poor's August 2000 - December 2003
Lehman Brothers March 2000 - August 2000
Skills
Valuation, Due Diligence, Investments, Equities, Mutual Funds, Portfolio Management, Financial Modeling, Financial Analysis, Private Equity, Corporate Finance, Bloomberg, Fixed Income, Capital Markets, Emerging Markets, Research, Business Strategy, Risk Management, Asset Allocation, Microsoft Excel, Business Development
Education
The New School
Masters, International Affairs; Latin America Economic Development
Saint John's University
Bachelors of Science, Paralegal Studies
Linda Dearborn Linda Dearborn's Evaluation Associates Experience
Job Associate at Mercer Investment Consulting
Industry Financial Services
Experience
Evaluation Associates
Skills
Valuation, Bloomberg, Equity Research, Fixed Income, Asset Allocation, Alternative Investments, Investments, Portfolio Management, Equities, Asset Management, Hedge Funds, Fund Of Funds, Emerging Markets, Mutual Funds, Financial Services
Education
Sacred Heart University 2003 — 2005
Associate of Arts (AA), Business Administration
Evaluation Associates
Skills
Valuation, Bloomberg, Equity Research, Fixed Income, Asset Allocation, Alternative Investments, Investments, Portfolio Management, Equities, Asset Management, Hedge Funds, Fund Of Funds, Emerging Markets, Mutual Funds, Financial Services
Education
Sacred Heart University 2003 — 2005
Associate of Arts (AA), Business Administration
Frederick Baker's Evaluation Associates Experience 1993 - 1995
Job Director, Fixed Income at Source Capital Group
Industry Financial Services
Experience
Compass Point Partners April 2013 - Present
Source Capital Group April 2013 - Present
BondDesk Group LLC June 2012 - January 2013
Bonds.com, Inc. September 2008 - December 2011
Comerica Securities, Inc. July 2006 - September 2008
HIG Capital December 2005 - July 2006
ABN AMRO November 2001 - November 2005
Everest Capital May 2000 - September 2001
Evaluation Associates 1993 - 1995
Skills
Equities, Treasury, Options, Fund Of Funds, Corporates, Team-oriented, Municipal Bonds, CMOS, Fixed Income, Bonds, Hedge Funds, Emerging Markets, Series 24, Series 7, FINRA, Trading, Bloomberg, Mutual Funds, Securities, Investment Advisory, Series 63, Alternative Investments, Asset Management, Capital Markets, Investment Management, Electronic Trading, Investments, Wealth Management, Finance, Portfolio Management
Education
University of Miami - School of Business 1998 — 2000
MBA, Finance, Statistics
Bard College 1988 — 1992
BA, Political Science, Economics
American School in Japan 1983 — 1988
H.S., General Studies
Compass Point Partners April 2013 - Present
Source Capital Group April 2013 - Present
BondDesk Group LLC June 2012 - January 2013
Bonds.com, Inc. September 2008 - December 2011
Comerica Securities, Inc. July 2006 - September 2008
HIG Capital December 2005 - July 2006
ABN AMRO November 2001 - November 2005
Everest Capital May 2000 - September 2001
Evaluation Associates 1993 - 1995
Skills
Equities, Treasury, Options, Fund Of Funds, Corporates, Team-oriented, Municipal Bonds, CMOS, Fixed Income, Bonds, Hedge Funds, Emerging Markets, Series 24, Series 7, FINRA, Trading, Bloomberg, Mutual Funds, Securities, Investment Advisory, Series 63, Alternative Investments, Asset Management, Capital Markets, Investment Management, Electronic Trading, Investments, Wealth Management, Finance, Portfolio Management
Education
University of Miami - School of Business 1998 — 2000
MBA, Finance, Statistics
Bard College 1988 — 1992
BA, Political Science, Economics
American School in Japan 1983 — 1988
H.S., General Studies
Steve Case Steve Case's Evaluation Associates Experience 2007 - 2008
Job Partner at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investment Consulting September 2008 - Present
Evaluation Associates 2007 - 2008
RogersCasey 2002 - 2007
AXA Equitable 1999 - 2001
Putnam Investments 1998 - 1999
RogersCasey 1989 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Fund Of Funds, Portfolio Management, Mutual Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance, General
Occidental College 1976 — 1980
AB, Economics
Mercer Investment Consulting September 2008 - Present
Evaluation Associates 2007 - 2008
RogersCasey 2002 - 2007
AXA Equitable 1999 - 2001
Putnam Investments 1998 - 1999
RogersCasey 1989 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Fund Of Funds, Portfolio Management, Mutual Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance, General
Occidental College 1976 — 1980
AB, Economics
Jeremy Pianka Jeremy Pianka's Evaluation Associates Experience June 2004 - September 2005
Job IT Project Manager III at The Hartford
Industry Computer Software
Experience
The Hartford December 2012 - Present
Virtusa March 2011 - December 2012
LexisNexis April 2007 - January 2011
Travelers September 2005 - September 2007
Evaluation Associates June 2004 - September 2005
Tek Systems / UnitedHealth Group September 2003 - September 2004
ABB Inc September 1997 - September 2003
GartnerGroup January 1997 - January 1998
LEGO Systems Inc January 1992 - January 1997
KAMAN Corporation January 1989 - January 1992
Skills
Strategic Planning, Project Planning, IT Management, Negotiation, Consulting, Project Management, Management, Leadership, Insurance, Iso 9000, Automation, Vendor Management, Program Management, Strategy, Business Development, Software Project..., Change Management, Process Improvement, Business Intelligence, Management Consulting, Product Management, SDLC, PMO, Agile Project Management, IT Strategy, Team Leadership, Enterprise Software, CRM, Agile Methodologies, Disaster Recovery
Education
Duke Fuqua School of Business 1999 — 2000
Certificate, ABB Executive Development
Rensselaer Polytechnic Institute at Hartford 1990 — 1994
MBA, International Management
Keene State College 1985 — 1989
B.S, Computer Science
The Hartford December 2012 - Present
Virtusa March 2011 - December 2012
LexisNexis April 2007 - January 2011
Travelers September 2005 - September 2007
Evaluation Associates June 2004 - September 2005
Tek Systems / UnitedHealth Group September 2003 - September 2004
ABB Inc September 1997 - September 2003
GartnerGroup January 1997 - January 1998
LEGO Systems Inc January 1992 - January 1997
KAMAN Corporation January 1989 - January 1992
Skills
Strategic Planning, Project Planning, IT Management, Negotiation, Consulting, Project Management, Management, Leadership, Insurance, Iso 9000, Automation, Vendor Management, Program Management, Strategy, Business Development, Software Project..., Change Management, Process Improvement, Business Intelligence, Management Consulting, Product Management, SDLC, PMO, Agile Project Management, IT Strategy, Team Leadership, Enterprise Software, CRM, Agile Methodologies, Disaster Recovery
Education
Duke Fuqua School of Business 1999 — 2000
Certificate, ABB Executive Development
Rensselaer Polytechnic Institute at Hartford 1990 — 1994
MBA, International Management
Keene State College 1985 — 1989
B.S, Computer Science
Elisabeth Soutloglou Elisabeth Soutloglou's Evaluation Associates Experience May 2009 - October 2010
Job Software Developer at Connolly
Industry Computer Software
Experience
Connolly June 2011 - Present
United Health Care September 2010 - August 2011
Evaluation Associates May 2009 - October 2010
Pitney Bowes September 1999 - January 2009
Xerox 2000 - 2001
Entuity 1998 - 1999
Education
University of Essex 1992 — 1993
MSc, Computer Studies
University of Ioannina 1987 — 1991
BSc
Connolly June 2011 - Present
United Health Care September 2010 - August 2011
Evaluation Associates May 2009 - October 2010
Pitney Bowes September 1999 - January 2009
Xerox 2000 - 2001
Entuity 1998 - 1999
Education
University of Essex 1992 — 1993
MSc, Computer Studies
University of Ioannina 1987 — 1991
BSc
Sean Cribbin's Evaluation Associates Experience August 2009 - May 2011
Job Vice President at J.P. Morgan Global Wealth Management
Industry Financial Services
Experience
J.P. Morgan May 2011 - Present
Evaluation Associates August 2009 - May 2011
New York Common Retirement Fund May 2008 - August 2009
Skills
Investments, Securities, Due Diligence, Risk, Series 7, Series 63, Financial Risk, Asset Allocation, Equities, Mutual Funds, Investment Management, Investment Strategies, Equity Research
Education
Fairfield University 2005 — 2009
B.S., Finance, Management
Chaminade High School
J.P. Morgan May 2011 - Present
Evaluation Associates August 2009 - May 2011
New York Common Retirement Fund May 2008 - August 2009
Skills
Investments, Securities, Due Diligence, Risk, Series 7, Series 63, Financial Risk, Asset Allocation, Equities, Mutual Funds, Investment Management, Investment Strategies, Equity Research
Education
Fairfield University 2005 — 2009
B.S., Finance, Management
Chaminade High School
Effy Washnock, CFA Effy Washnock, CFA's Evaluation Associates Experience 2006 - 2007
Job Research Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2007 - Present
Evaluation Associates 2006 - 2007
Verizon 2002 - 2006
Skills
Asset Allocation, Bloomberg, Equities, Portfolio Management, Asset Managment, Investments, Investment Strategies, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
M.B.A.
Massachusetts Institute of Technology 1998 — 2002
B.S., Management Science
Northern Trust June 2007 - Present
Evaluation Associates 2006 - 2007
Verizon 2002 - 2006
Skills
Asset Allocation, Bloomberg, Equities, Portfolio Management, Asset Managment, Investments, Investment Strategies, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
M.B.A.
Massachusetts Institute of Technology 1998 — 2002
B.S., Management Science
Rebecca Gaudet's Evaluation Associates Experience October 1989 - March 2008
Job Senior Marketing Associate at Columbus Circle Investors
Industry Financial Services
Experience
Columbus Circle Investors March 2008 - Present
Evaluation Associates October 1989 - March 2008
Skills
Marketing
Education
Clark University 1983 — 1987
BS Economics, Economics
Columbus Circle Investors March 2008 - Present
Evaluation Associates October 1989 - March 2008
Skills
Marketing
Education
Clark University 1983 — 1987
BS Economics, Economics
KC (Kristofor) Peterson's Evaluation Associates Experience December 2007 - June 2008
Job Underwriter at Pillar Finance
Industry Financial Services
Experience
Pillar Finance October 2013 - Present
Metropolitan Funding Corp June 2012 - September 2013
Investment Technology Group, Inc. November 2011 - June 2012
Tradeweb November 2009 - October 2011
KLS, Professional Advisors (Private Wealth Management) June 2008 - October 2009
Evaluation Associates December 2007 - June 2008
Nestle Waters October 2007 - November 2007
Sage Financial Group May 2006 - August 2006
Morgan Stanley Investment Management May 2005 - August 2005
Skills
Portfolio Management, Valuation, Trading, Bloomberg, Fixed Income, Investments, Asset Management, Finance, Mortgage Underwriting, Loan Origination, Deal Structuring, Bonds, Financial Analysis, Financial Modeling, Equities, Loans, Funding, Capital Markets
Education
Haverford College 2003 — 2007
Bachelor of Arts, Economics Diploma
Deerfield Academy 2001 — 2003
Pillar Finance October 2013 - Present
Metropolitan Funding Corp June 2012 - September 2013
Investment Technology Group, Inc. November 2011 - June 2012
Tradeweb November 2009 - October 2011
KLS, Professional Advisors (Private Wealth Management) June 2008 - October 2009
Evaluation Associates December 2007 - June 2008
Nestle Waters October 2007 - November 2007
Sage Financial Group May 2006 - August 2006
Morgan Stanley Investment Management May 2005 - August 2005
Skills
Portfolio Management, Valuation, Trading, Bloomberg, Fixed Income, Investments, Asset Management, Finance, Mortgage Underwriting, Loan Origination, Deal Structuring, Bonds, Financial Analysis, Financial Modeling, Equities, Loans, Funding, Capital Markets
Education
Haverford College 2003 — 2007
Bachelor of Arts, Economics Diploma
Deerfield Academy 2001 — 2003
Karen Greenberg, CFA's Evaluation Associates Experience 1994 - 1996
Job Managing Director, Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group November 2014 - Present
Turner Investments, L.P. June 2012 - November 2014
Atalanta Sosnoff Capital 2010 - June 2012
Morgan Stanley Investment Management 2004 - March 2010
Northern Trust Global Investments 1998 - 2004
Mutual of America 1996 - 1998
Evaluation Associates 1994 - 1996
Lockheed Martin 1989 - 1994
Education
The George Washington University - School of Business 1992 — 1994
MBA, Business
University of Delaware 1985 — 1989
BS, Business
Janus Capital Group November 2014 - Present
Turner Investments, L.P. June 2012 - November 2014
Atalanta Sosnoff Capital 2010 - June 2012
Morgan Stanley Investment Management 2004 - March 2010
Northern Trust Global Investments 1998 - 2004
Mutual of America 1996 - 1998
Evaluation Associates 1994 - 1996
Lockheed Martin 1989 - 1994
Education
The George Washington University - School of Business 1992 — 1994
MBA, Business
University of Delaware 1985 — 1989
BS, Business
Jerilyn Shannon Jerilyn Shannon's Evaluation Associates Experience October 1996 - June 2011
Job Compliance Officer at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) April 2013 - Present
Mercer Investment Consulting July 2011 - April 2013
Evaluation Associates October 1996 - June 2011
American Signature 1994 - 1996
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investments
Education
Sacred Heart University 1994 — 1997
MBA, Finance
Bryant College 1989 — 1993
BS, Applied Actuarial Mathematics
Beirne Wealth Consulting (BWC) April 2013 - Present
Mercer Investment Consulting July 2011 - April 2013
Evaluation Associates October 1996 - June 2011
American Signature 1994 - 1996
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investments
Education
Sacred Heart University 1994 — 1997
MBA, Finance
Bryant College 1989 — 1993
BS, Applied Actuarial Mathematics
Michael Besenyei's Evaluation Associates Experience September 2010 - June 2011
Job Associate at Mercer Investments
Industry Financial Services
Experience
Mercer Investment Consulting June 2011 - Present
Evaluation Associates September 2010 - June 2011
Evaluation Associates May 2010 - September 2010
RogersCasey April 2007 - May 2010
Skills
Equities, Fixed Income, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Investment Management, Bloomberg, Investment Advisory, Hedge Funds
Education
Central Connecticut State University
BA, Economics, Minor in Management Information Systems
Berlin High School
Mercer Investment Consulting June 2011 - Present
Evaluation Associates September 2010 - June 2011
Evaluation Associates May 2010 - September 2010
RogersCasey April 2007 - May 2010
Skills
Equities, Fixed Income, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Investment Management, Bloomberg, Investment Advisory, Hedge Funds
Education
Central Connecticut State University
BA, Economics, Minor in Management Information Systems
Berlin High School
Elvira Lalic Elvira Lalic's Evaluation Associates Experience August 2010 - September 2010
Job Pricing Analyst at Diageo
Industry Food & Beverages
Experience
Diageo August 2012 - Present
Diageo February 2012 - August 2012
Diageo May 2011 - February 2012
BCBG Maxazria September 2007 - May 2011
Evaluation Associates August 2010 - September 2010
Carolee September 2008 - January 2009
Skills
Microsoft Excel
Education
University of Connecticut
Bachelor, Business Administration; Business and Technology
Diageo August 2012 - Present
Diageo February 2012 - August 2012
Diageo May 2011 - February 2012
BCBG Maxazria September 2007 - May 2011
Evaluation Associates August 2010 - September 2010
Carolee September 2008 - January 2009
Skills
Microsoft Excel
Education
University of Connecticut
Bachelor, Business Administration; Business and Technology
Michael Parr Michael Parr's Evaluation Associates Experience 2005 - 2009
Job Senior Financial Planning Analyst
Industry Financial Services
Experience
Sikorsky Aircraft December 2014 - Present
Sikorsky Aircraft August 2013 - December 2014
Chemtura May 2011 - July 2013
Evaluation Associates 2005 - 2009
Evaluation Associates 2003 - 2005
Skills
Forecasting, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Variance Analysis, SAP, TM1, SAP BW, P&L Analysis, Excel, Hyperion Enterprise, Hyperion, Budgets, Close Attention to..., Budgeting, Xcelsius, Team Player, Long Range Planning, Earned Value Management, Strategic Financial..., Microsoft Excel, Portfolio Management, Identifying Trends, Business Objects, Corporate Finance, Manufacturing Finance, Results Focused, Sarbanes-Oxley Act, Cost Accounting, Process Improvement, P&L, Investments, Asset Management, Primavera P6, Hyperion Planning, Hyperion Workspace, wInsight, Microsoft Visio, ACE Associate
Education
Fairfield University 2009 — 2010
MS, Finance
Quinnipiac University - School of Business 1999 — 2003
BS, Finance
Sikorsky Aircraft December 2014 - Present
Sikorsky Aircraft August 2013 - December 2014
Chemtura May 2011 - July 2013
Evaluation Associates 2005 - 2009
Evaluation Associates 2003 - 2005
Skills
Forecasting, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Variance Analysis, SAP, TM1, SAP BW, P&L Analysis, Excel, Hyperion Enterprise, Hyperion, Budgets, Close Attention to..., Budgeting, Xcelsius, Team Player, Long Range Planning, Earned Value Management, Strategic Financial..., Microsoft Excel, Portfolio Management, Identifying Trends, Business Objects, Corporate Finance, Manufacturing Finance, Results Focused, Sarbanes-Oxley Act, Cost Accounting, Process Improvement, P&L, Investments, Asset Management, Primavera P6, Hyperion Planning, Hyperion Workspace, wInsight, Microsoft Visio, ACE Associate
Education
Fairfield University 2009 — 2010
MS, Finance
Quinnipiac University - School of Business 1999 — 2003
BS, Finance
Christopher Bendlak's Evaluation Associates Experience June 2006 - March 2010
Job Trust Investments Analyst at Xerox
Industry Financial Services
Experience
Xerox November 2010 - Present
Evaluation Associates June 2006 - March 2010
Evaluation Associates Inc. June 2005 - June 2006
Daly, Weihing, & Bochanis Attorneys At Law February 2002 - June 2004
UCONN School of Law Tax Clinic September 2003 - May 2004
Education
University of Connecticut School of Law 2001 — 2004
JD
University of Connecticut 1997 — 2001
BA
Xerox November 2010 - Present
Evaluation Associates June 2006 - March 2010
Evaluation Associates Inc. June 2005 - June 2006
Daly, Weihing, & Bochanis Attorneys At Law February 2002 - June 2004
UCONN School of Law Tax Clinic September 2003 - May 2004
Education
University of Connecticut School of Law 2001 — 2004
JD
University of Connecticut 1997 — 2001
BA
Dawn Ussery, SPHR's Evaluation Associates Experience 1997 - 2000
Job
Industry Publishing
Experience
Taunton Press December 2000 - Present
Evaluation Associates 1997 - 2000
Evaluation Associates 1995 - 1997
Evaluation Associates 1991 - 1995
Interlochen Center for the Arts 1987 - 1989
Skills
Interviews, Human Resources, Onboarding, Leadership, Training, Management, Publishing, Employee Training, Deferred Compensation, Strategic Planning, Organizational..., Performance Management, Social Networking, Marketing, Leadership Development, Employee Engagement, College Recruiting, Succession Planning, Talent Acquisition, Coaching, Strategy, Employee Relations, Staff Development, Employee Handbooks, Personnel Management, Change Management, Talent Management, Applicant Tracking...
Education
Fairfield University
MA, Communications
Gettysburg College
BS, Music Education
Taunton Press December 2000 - Present
Evaluation Associates 1997 - 2000
Evaluation Associates 1995 - 1997
Evaluation Associates 1991 - 1995
Interlochen Center for the Arts 1987 - 1989
Skills
Interviews, Human Resources, Onboarding, Leadership, Training, Management, Publishing, Employee Training, Deferred Compensation, Strategic Planning, Organizational..., Performance Management, Social Networking, Marketing, Leadership Development, Employee Engagement, College Recruiting, Succession Planning, Talent Acquisition, Coaching, Strategy, Employee Relations, Staff Development, Employee Handbooks, Personnel Management, Change Management, Talent Management, Applicant Tracking...
Education
Fairfield University
MA, Communications
Gettysburg College
BS, Music Education
Susan Fasig's Evaluation Associates Experience 1986 - 1990
Job Managing Principal at Fund Evaluation Group and Owner, Fund Evaluation Group
Industry Venture Capital & Private Equity
Experience
Fund Evaluation Group 1998 - Present
Anthem 1991 - 1996
Evaluation Associates 1986 - 1990
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Asset Management, Asset Allocation, Portfolio Management, Valuation, Investment Management, Due Diligence, Financial Modeling, Equities
Education
DePauw University 1982 — 1986
BA, Economics
Fund Evaluation Group 1998 - Present
Anthem 1991 - 1996
Evaluation Associates 1986 - 1990
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Asset Management, Asset Allocation, Portfolio Management, Valuation, Investment Management, Due Diligence, Financial Modeling, Equities
Education
DePauw University 1982 — 1986
BA, Economics
Carol Schwefel's Evaluation Associates Experience 1995 - 1998
Job Communications and Marketing
Industry Marketing and Advertising
Experience
Citigroup November 2010 - January 2012
Morgan Stanley Smith Barney 2009 - 2010
Citi Private Bank January 2002 - June 2009
Citigroup 2001 - 2008
PlanSponsor 2000 - 2001
Evaluation Associates 1995 - 1998
Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Product Management, Investments, Integrated Marketing, Corporate Communications, Online Marketing, Vendor Management, Copywriting, Program Management, B2B, Not-for-profit campaigns, Brand ambassador, Collaterals Development, B2C
Education
Academie des Beaux Arts
The University of Connecticut
BS
University of Rouen, France
1er Degree, French language, history
Citigroup November 2010 - January 2012
Morgan Stanley Smith Barney 2009 - 2010
Citi Private Bank January 2002 - June 2009
Citigroup 2001 - 2008
PlanSponsor 2000 - 2001
Evaluation Associates 1995 - 1998
Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Product Management, Investments, Integrated Marketing, Corporate Communications, Online Marketing, Vendor Management, Copywriting, Program Management, B2B, Not-for-profit campaigns, Brand ambassador, Collaterals Development, B2C
Education
Academie des Beaux Arts
The University of Connecticut
BS
University of Rouen, France
1er Degree, French language, history
Karen Nolting's Evaluation Associates Experience October 1999 - December 2005
Job USG Black Hawk MultiYear 9 Senior Analyst
Industry Aviation & Aerospace
Experience
Sikorsky Aircraft June 2015 - Present
Sikorsky Aircraft November 2007 - May 2015
Evaluation Associates October 1999 - December 2005
Pirelli North America May 1990 - October 1999
Sikorsky Aircraft January 1986 - May 1990
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Forecasting, Microsoft Excel, Military and Commercial..., Portfolio Performance..., Annual Incurred Cost..., Field Service..., General and..., Asset Management..., Cash Management Lead..., Foreign Exchange hedging, Defined Benefit and..., Asset Allocation, Pirelli Tire product..., Monthly mulitlateral..., Defined Benefit Plan..., Cash Management, Strategic Financial...
Education
Sacred Heart University 1982 — 1985
M.B.A., Business
Sacred Heart University 1978 — 1982
B.S., Accounting, Graduated Magna Cum Laude
Sikorsky Aircraft June 2015 - Present
Sikorsky Aircraft November 2007 - May 2015
Evaluation Associates October 1999 - December 2005
Pirelli North America May 1990 - October 1999
Sikorsky Aircraft January 1986 - May 1990
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Forecasting, Microsoft Excel, Military and Commercial..., Portfolio Performance..., Annual Incurred Cost..., Field Service..., General and..., Asset Management..., Cash Management Lead..., Foreign Exchange hedging, Defined Benefit and..., Asset Allocation, Pirelli Tire product..., Monthly mulitlateral..., Defined Benefit Plan..., Cash Management, Strategic Financial...
Education
Sacred Heart University 1982 — 1985
M.B.A., Business
Sacred Heart University 1978 — 1982
B.S., Accounting, Graduated Magna Cum Laude
Rob Farrington, CFA, CAIA's Evaluation Associates Experience October 2008 - February 2011
Job Director, Abbot Downing
Industry Investment Management
Experience
Abbot Downing September 2015 - Present
Commonfund February 2011 - August 2015
Evaluation Associates October 2008 - February 2011
Globalvest Partners August 2002 - September 2008
National Economic Research Associates 1996 - 2000
Skills
Alternative Investments, Equities, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Bloomberg
Education
Duke University - The Fuqua School of Business 2000 — 2002
Bates College 1992 — 1996
BS, Economics
Boston College High School
Abbot Downing September 2015 - Present
Commonfund February 2011 - August 2015
Evaluation Associates October 2008 - February 2011
Globalvest Partners August 2002 - September 2008
National Economic Research Associates 1996 - 2000
Skills
Alternative Investments, Equities, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Bloomberg
Education
Duke University - The Fuqua School of Business 2000 — 2002
Bates College 1992 — 1996
BS, Economics
Boston College High School
Dennis Santos's Evaluation Associates Experience 2007 - September 2010
Job Senior Analyst at GE Asset Management
Industry Financial Services
Experience
GE Asset Management April 2012 - Present
BGC Partners September 2010 - April 2012
Danbury Animal Welfare Society December 2009 - December 2010
Evaluation Associates 2007 - September 2010
UBS Investment Bank 2006 - 2007
Boston Options Exchange 2003 - 2006
Tucker Anthony 1999 - 2001
Skills
Fixed Income, Derivatives, Options, Investment Banking, Emerging Markets, Swaps, Bloomberg, Equities, Alternative Investments, Portfolio Management, Trading, Investments, Mutual Funds, Securities, Due Diligence, Hedge Funds, Asset Management, Credit, Capital Markets, Relationship Management, Asset Allocation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MBA, Finance
Suffolk University 1998 — 2002
Bachelor of Science, International Economics
GE Asset Management April 2012 - Present
BGC Partners September 2010 - April 2012
Danbury Animal Welfare Society December 2009 - December 2010
Evaluation Associates 2007 - September 2010
UBS Investment Bank 2006 - 2007
Boston Options Exchange 2003 - 2006
Tucker Anthony 1999 - 2001
Skills
Fixed Income, Derivatives, Options, Investment Banking, Emerging Markets, Swaps, Bloomberg, Equities, Alternative Investments, Portfolio Management, Trading, Investments, Mutual Funds, Securities, Due Diligence, Hedge Funds, Asset Management, Credit, Capital Markets, Relationship Management, Asset Allocation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MBA, Finance
Suffolk University 1998 — 2002
Bachelor of Science, International Economics
Kevin Prosnick's Evaluation Associates Experience 1996 - 2006
Job Associate Director, Risk & Regulatory Management at UBS
Industry Financial Services
Experience
UBS November 2013 - Present
Private Client Resources, LLC September 2010 - November 2012
Private Client Resources, LLC August 2006 - September 2010
Evaluation Associates 1996 - 2006
CUC Int'l 1993 - 1996
Skills
Alternative Investments, Relationship Management, Cross-Functional Liaison, Training, Investments, Investment Performance, Performance Attribution, Performance Benchmarking, Asset Allocation, Investment Management..., Defined Benefit, Defined Contribution, Knowledge Transfer, Project Management, Client Hierarchy, Equities, Fixed Income, Mutual Funds, Hedge Funds, Securities
Education
Sacred Heart University 2000 — 2003
MBA, Finance
The University of Connecticut School of Business 1989 — 1993
BS, Business, Finance
UBS November 2013 - Present
Private Client Resources, LLC September 2010 - November 2012
Private Client Resources, LLC August 2006 - September 2010
Evaluation Associates 1996 - 2006
CUC Int'l 1993 - 1996
Skills
Alternative Investments, Relationship Management, Cross-Functional Liaison, Training, Investments, Investment Performance, Performance Attribution, Performance Benchmarking, Asset Allocation, Investment Management..., Defined Benefit, Defined Contribution, Knowledge Transfer, Project Management, Client Hierarchy, Equities, Fixed Income, Mutual Funds, Hedge Funds, Securities
Education
Sacred Heart University 2000 — 2003
MBA, Finance
The University of Connecticut School of Business 1989 — 1993
BS, Business, Finance
Allison Armour-Garb's Evaluation Associates Experience 2001 - 2002
Job Public policy consultant
Industry Public Policy
Experience
Public Policy Institute of NYS January 2014 - December 2014
New York State Education Department October 2010 - August 2012
New York State Education Department January 2010 - October 2010
Rockefeller Institute of Government October 2004 - January 2010
Evaluation Associates 2001 - 2002
Brooklyn College January 2000 - June 2000
Mayor's Advisory Task Force on CUNY 1998 - 2000
New York City Department of Employment 1997 - 1998
New York City Housing Authority 1995 - 1997
NYU Family Law Clinic 1993 - 1994
Skills
Policy Analysis, Public Policy, Policy, Research, Education Policy, Grants, Program Development, Editing, Government, Higher Education, Teacher Evaluation, Qualitative Research, Politics, Program Evaluation, Regulations, Accountability, Higher Education Policy, Strategic Planning, Legislative Relations, Legislation, Legislative Issues, Staff Development, Proposal Writing, Volunteer Management, Non-profits, Data Analysis, Singing, Public Speaking, Legislative Research, Report Writing, Writing, A Cappella, Nonprofits
Education
New York University School of Law 1992 — 1995
J.D.
Princeton University 1991 — 1994
Master of Public Affairs, Domestic Policy
Harvard University 1985 — 1989
AB, French Civilization, magna cum laude
Darien High School 1982 — 1985
Public Policy Institute of NYS January 2014 - December 2014
New York State Education Department October 2010 - August 2012
New York State Education Department January 2010 - October 2010
Rockefeller Institute of Government October 2004 - January 2010
Evaluation Associates 2001 - 2002
Brooklyn College January 2000 - June 2000
Mayor's Advisory Task Force on CUNY 1998 - 2000
New York City Department of Employment 1997 - 1998
New York City Housing Authority 1995 - 1997
NYU Family Law Clinic 1993 - 1994
Skills
Policy Analysis, Public Policy, Policy, Research, Education Policy, Grants, Program Development, Editing, Government, Higher Education, Teacher Evaluation, Qualitative Research, Politics, Program Evaluation, Regulations, Accountability, Higher Education Policy, Strategic Planning, Legislative Relations, Legislation, Legislative Issues, Staff Development, Proposal Writing, Volunteer Management, Non-profits, Data Analysis, Singing, Public Speaking, Legislative Research, Report Writing, Writing, A Cappella, Nonprofits
Education
New York University School of Law 1992 — 1995
J.D.
Princeton University 1991 — 1994
Master of Public Affairs, Domestic Policy
Harvard University 1985 — 1989
AB, French Civilization, magna cum laude
Darien High School 1982 — 1985
Marcia Thomas's Evaluation Associates Experience October 1995 - June 2005
Job Senior Vice President, Consultant Relations
Industry Investment Management
Experience
Lazard Asset Management June 2005 - Present
Evaluation Associates October 1995 - June 2005
Education
Saint Michael's College 1991 — 1995
B.S., Business Administration
Lazard Asset Management June 2005 - Present
Evaluation Associates October 1995 - June 2005
Education
Saint Michael's College 1991 — 1995
B.S., Business Administration
Phil Maisano's Evaluation Associates Experience 1989 - 2004
Job Senior Advisor at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments March 2012 - Present
MaisFour Enterprises LLC July 2011 - Present
Van Eck Global November 2011 - December 2014
BNY Mellon Asset Management January 2007 - May 2011
Dreyfus December 2006 - May 2011
EACM Advisors 2001 - 2006
Evaluation Associates 1989 - 2004
The MONY Group 1981 - 1989
Manhattan Life 1979 - 1981
US Army January 1970 - May 1980
Skills
Asset Managment, Hedge Funds, Mutual Funds, Equities, Investment Strategies, Fixed Income, Asset Allocation, Investments, Portfolio Management, Capital Markets, Securities, Wealth Management, Bloomberg, Private Equity, Emerging Markets, Due Diligence, Financial Services, Series 7, Investment Management, Asset Management
Education
Columbia University - Columbia Business School 1987 — 1987
Certificate, Executive Education
Iona College 1972 — 1976
MBA, Finance
Belmont Abbey College 1965 — 1969
AB, Economics
Standard Life Investments March 2012 - Present
MaisFour Enterprises LLC July 2011 - Present
Van Eck Global November 2011 - December 2014
BNY Mellon Asset Management January 2007 - May 2011
Dreyfus December 2006 - May 2011
EACM Advisors 2001 - 2006
Evaluation Associates 1989 - 2004
The MONY Group 1981 - 1989
Manhattan Life 1979 - 1981
US Army January 1970 - May 1980
Skills
Asset Managment, Hedge Funds, Mutual Funds, Equities, Investment Strategies, Fixed Income, Asset Allocation, Investments, Portfolio Management, Capital Markets, Securities, Wealth Management, Bloomberg, Private Equity, Emerging Markets, Due Diligence, Financial Services, Series 7, Investment Management, Asset Management
Education
Columbia University - Columbia Business School 1987 — 1987
Certificate, Executive Education
Iona College 1972 — 1976
MBA, Finance
Belmont Abbey College 1965 — 1969
AB, Economics
Beth Ripston's Evaluation Associates Experience June 1987 - June 1994
Job Principal at Mercer Investments
Industry Investment Management
Experience
Mercer June 2007 - Present
Mutual of America Capital Management July 2000 - June 2007
KPMG June 1994 - June 2000
Evaluation Associates June 1987 - June 1994
Skills
Equities, Investment Management, Pensions, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Hedge Funds, Fixed Income, Wealth Management, Investments, Defined Benefit, 401k
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Mercer June 2007 - Present
Mutual of America Capital Management July 2000 - June 2007
KPMG June 1994 - June 2000
Evaluation Associates June 1987 - June 1994
Skills
Equities, Investment Management, Pensions, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Hedge Funds, Fixed Income, Wealth Management, Investments, Defined Benefit, 401k
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Michael Randazzo, CFA's Evaluation Associates Experience October 1997 - August 2004
Job V.P. of Investments at Pentegra Retirement Services
Industry Investment Management
Experience
Pentegra Retirement Services August 2004 - Present
Retirement System Group Inc. August 2004 - September 2008
Evaluation Associates October 1997 - August 2004
Education
Seton Hall University 1986 — 1990
Pentegra Retirement Services August 2004 - Present
Retirement System Group Inc. August 2004 - September 2008
Evaluation Associates October 1997 - August 2004
Education
Seton Hall University 1986 — 1990
Kathleen Walsh's Evaluation Associates Experience January 1980 - March 1982
Job Relationship manager for endowment & foundation investors retired
Industry Investment Management
Experience
ClearBridge Investments July 2011 - May 2013
Commonfund June 2006 - July 2010
AIG Global Investment Group April 2003 - June 2006
U.S. Trust Company of New York June 1992 - April 2003
Forstmann-Leff March 1991 - June 1992
Institutional Investor December 1988 - March 1991
Oppedisano & Company February 1985 - November 1988
Citibank April 1982 - February 1985
Evaluation Associates January 1980 - March 1982
Merrill Anderson Company January 1979 - January 1980
Skills
Series 7, Series 63
Education
University of Connecticut 1982 — 1984
MBA, Finance
University of Connecticut 1977 — 1979
M.A., English
University of Connecticut 1973 — 1977
B.A., English
Norwalk High School
ClearBridge Investments July 2011 - May 2013
Commonfund June 2006 - July 2010
AIG Global Investment Group April 2003 - June 2006
U.S. Trust Company of New York June 1992 - April 2003
Forstmann-Leff March 1991 - June 1992
Institutional Investor December 1988 - March 1991
Oppedisano & Company February 1985 - November 1988
Citibank April 1982 - February 1985
Evaluation Associates January 1980 - March 1982
Merrill Anderson Company January 1979 - January 1980
Skills
Series 7, Series 63
Education
University of Connecticut 1982 — 1984
MBA, Finance
University of Connecticut 1977 — 1979
M.A., English
University of Connecticut 1973 — 1977
B.A., English
Norwalk High School
Mike Jervis, CFA's Evaluation Associates Experience August 1996 - December 1997
Job Business Development Manager at Style Research
Industry Financial Services
Experience
Style Research July 2006 - Present
Fidelity Management & Research 1998 - 2006
Evaluation Associates August 1996 - December 1997
Plymouth Rock Assurance Corporation 1988 - 1996
Education
Suffolk University - Sawyer Business School 1990 — 1993
MBA, Finance
University of Vermont 1984 — 1988
Bachelor of Arts (BA), Political Science
Style Research July 2006 - Present
Fidelity Management & Research 1998 - 2006
Evaluation Associates August 1996 - December 1997
Plymouth Rock Assurance Corporation 1988 - 1996
Education
Suffolk University - Sawyer Business School 1990 — 1993
MBA, Finance
University of Vermont 1984 — 1988
Bachelor of Arts (BA), Political Science
Keri Stanislawscyk Arpino's Evaluation Associates Experience August 1993 - March 2001
Job Development and Marketing Associate at Silvermine Arts Center
Industry Nonprofit Organization Management
Experience
Silvermine Arts Center February 2015 - Present
Wildtree January 2012 - Present
Hope After Loss August 2011 - Present
Self Employed January 2014 - Present
Hope After Loss November 2014 - February 2015
Hope After Loss January 2014 - November 2014
International Stillbirth Alliance January 2008 - January 2009
Evaluation Associates August 1993 - March 2001
Skills
Nonprofits, Public Speaking, Leadership, Management, Volunteer Management, Fundraising, Community Outreach, Team Building, Teaching, Customer Service, Coaching, Microsoft Excel, Microsoft Word, Donor Perfect, Google Docs
Education
University of Connecticut 1996 — 1999
MBA, Finance
Fairfield University 1989 — 1993
BS, Mathematics
Parent Leadership Training Institute 2011 — 2011
Silvermine Arts Center February 2015 - Present
Wildtree January 2012 - Present
Hope After Loss August 2011 - Present
Self Employed January 2014 - Present
Hope After Loss November 2014 - February 2015
Hope After Loss January 2014 - November 2014
International Stillbirth Alliance January 2008 - January 2009
Evaluation Associates August 1993 - March 2001
Skills
Nonprofits, Public Speaking, Leadership, Management, Volunteer Management, Fundraising, Community Outreach, Team Building, Teaching, Customer Service, Coaching, Microsoft Excel, Microsoft Word, Donor Perfect, Google Docs
Education
University of Connecticut 1996 — 1999
MBA, Finance
Fairfield University 1989 — 1993
BS, Mathematics
Parent Leadership Training Institute 2011 — 2011
Jennifer Proga's Evaluation Associates Experience February 1994 - February 2001
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2004 - Present
Mercer Investment Consulting February 2002 - January 2004
Evaluation Associates February 1994 - February 2001
Education
University of Pennsylvania 1976 — 1979
Bachelor of Arts (B.A.), Economics and English
Deutsche Bank June 2004 - Present
Mercer Investment Consulting February 2002 - January 2004
Evaluation Associates February 1994 - February 2001
Education
University of Pennsylvania 1976 — 1979
Bachelor of Arts (B.A.), Economics and English
Nicole Foote's Evaluation Associates Experience March 2008 - July 2008
Job Fixed Income, Denver Investments
Industry Financial Services
Experience
Denver Investments April 2015 - Present
Shenkman Capital Management September 2009 - September 2014
GE July 2008 - September 2009
Evaluation Associates March 2008 - July 2008
Clayton Holdings August 2004 - March 2008
Skills
Asset Managment, Financial Analysis, Investments, Fixed Income, Data Analysis, Asset Management, Wealth Management, Strategic Planning, Relationship Management, Mortgage Lending, Asset Allocation, Analysis, Bonds, Financial Reporting, Investment Strategies, Credit Risk, Microsoft Excel, Investment Management, Financial Services, Capital Markets, Corporate Finance, Mutual Funds, Finance, Financial Risk, Financial Modeling
Education
The University of Connecticut School of Business 2009 — 2011
MBA, Finance
Colorado State University 1999 — 2004
B.S., Marketing and Management
Denver Investments April 2015 - Present
Shenkman Capital Management September 2009 - September 2014
GE July 2008 - September 2009
Evaluation Associates March 2008 - July 2008
Clayton Holdings August 2004 - March 2008
Skills
Asset Managment, Financial Analysis, Investments, Fixed Income, Data Analysis, Asset Management, Wealth Management, Strategic Planning, Relationship Management, Mortgage Lending, Asset Allocation, Analysis, Bonds, Financial Reporting, Investment Strategies, Credit Risk, Microsoft Excel, Investment Management, Financial Services, Capital Markets, Corporate Finance, Mutual Funds, Finance, Financial Risk, Financial Modeling
Education
The University of Connecticut School of Business 2009 — 2011
MBA, Finance
Colorado State University 1999 — 2004
B.S., Marketing and Management
Linda Schlissel's Evaluation Associates Experience January 1979 - June 2011
Job Sr. Vice President at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group April 2014 - Present
Mercer Investment Consulting July 2011 - December 2013
Evaluation Associates January 1979 - June 2011
Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Hedge Funds, Equities, Investment Management, Investments, Mutual Funds, Fixed Income, Fund Of Funds, Portfolio Management, Series 7, Private Equity, Institutional..., Wealth Management, Securities, Bloomberg, Investment Advisory, Capital Markets, Equity Research, Due Diligence, Series 3
Education
Ithaca College
Fund Evaluation Group April 2014 - Present
Mercer Investment Consulting July 2011 - December 2013
Evaluation Associates January 1979 - June 2011
Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Hedge Funds, Equities, Investment Management, Investments, Mutual Funds, Fixed Income, Fund Of Funds, Portfolio Management, Series 7, Private Equity, Institutional..., Wealth Management, Securities, Bloomberg, Investment Advisory, Capital Markets, Equity Research, Due Diligence, Series 3
Education
Ithaca College
Trent Cohan's Evaluation Associates Experience September 2010 - June 2011
Job Investment Research Analyst
Industry Investment Management
Experience
Northern Trust Corporation February 2015 - Present
Northern Trust Corporation October 2013 - February 2015
Mercer Investment Consulting June 2011 - October 2013
Evaluation Associates September 2010 - June 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Stylus, InvestorForce, Style Research, Institutional..., Peer Group Analysis, Return on Investment..., Performance Benchmarking, Investment Performance, Retirement Plan..., Benchmarking, Index Funds, Data Management, Return on Investment, TPA, Lipper, Morningstar, Equities, Fixed Income, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Investment Management
Education
Providence College 2003 — 2007
B.A., Business Economics
Charles University, Prague, Czech Republic 2005 — 2005
Business Economics, Study Abroad Program
Trumbull High School
Trumbull High School
Northern Trust Corporation February 2015 - Present
Northern Trust Corporation October 2013 - February 2015
Mercer Investment Consulting June 2011 - October 2013
Evaluation Associates September 2010 - June 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Stylus, InvestorForce, Style Research, Institutional..., Peer Group Analysis, Return on Investment..., Performance Benchmarking, Investment Performance, Retirement Plan..., Benchmarking, Index Funds, Data Management, Return on Investment, TPA, Lipper, Morningstar, Equities, Fixed Income, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Investment Management
Education
Providence College 2003 — 2007
B.A., Business Economics
Charles University, Prague, Czech Republic 2005 — 2005
Business Economics, Study Abroad Program
Trumbull High School
Trumbull High School
Lisa Murray's Evaluation Associates Experience 1985 - 1988
Job Contract Manager, Pharmaceutical Contracting at CIGNA Healthcare
Industry Insurance
Experience
CIGNA April 2005 - Present
Bayer Pharmaceuticals June 2003 - March 2005
Bayer Pharmaceuticals February 1988 - June 2003
Evaluation Associates 1985 - 1988
Skills
Cross-functional Team..., Regulatory Affairs, Pharmaceutics, Managed Care, Project Management, Contract Management, Pharmaceutical Industry, Healthcare, FDA, Negotiation, Medicare Part D, Pharmacy Benefit..., Strategy, Pharmacy, Medicare
Education
Southern Connecticut State University 1997 — 2001
B.S., Public Health
Shelton High School 1978 — 1982
CIGNA April 2005 - Present
Bayer Pharmaceuticals June 2003 - March 2005
Bayer Pharmaceuticals February 1988 - June 2003
Evaluation Associates 1985 - 1988
Skills
Cross-functional Team..., Regulatory Affairs, Pharmaceutics, Managed Care, Project Management, Contract Management, Pharmaceutical Industry, Healthcare, FDA, Negotiation, Medicare Part D, Pharmacy Benefit..., Strategy, Pharmacy, Medicare
Education
Southern Connecticut State University 1997 — 2001
B.S., Public Health
Shelton High School 1978 — 1982
Allison Hughan's Evaluation Associates Experience July 1999 - August 2007
Job Healthcare Professional
Industry Hospital & Health Care
Experience
Genesis Healthcare April 2006 - May 2014
Evaluation Associates July 1999 - August 2007
Pilgrim Rehabilitation & Skilled Nursing Care Center October 2004 - March 2006
MFS Investment Management August 2000 - October 2002
Skills
Medicare, Program Management, Managed Care, Long-term Care, Strategic Planning, Project Management, Medicaid, Healthcare Management, Customer Service, Elder Care, Healthcare, Physician Relations, Hospitals, Home Care
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Franklin & Marshall College 1996 — 2000
BA
Tabor Academy 1992 — 1996
High School
Genesis Healthcare April 2006 - May 2014
Evaluation Associates July 1999 - August 2007
Pilgrim Rehabilitation & Skilled Nursing Care Center October 2004 - March 2006
MFS Investment Management August 2000 - October 2002
Skills
Medicare, Program Management, Managed Care, Long-term Care, Strategic Planning, Project Management, Medicaid, Healthcare Management, Customer Service, Elder Care, Healthcare, Physician Relations, Hospitals, Home Care
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Franklin & Marshall College 1996 — 2000
BA
Tabor Academy 1992 — 1996
High School
Joseph Costantini's Evaluation Associates Experience 2000 - 2005
Job NPI Fairfield County
Industry Financial Services
Experience
Soluxe Energy Solutions April 2013 - September 2013
SolarCity January 2013 - May 2013
Intercorp August 1998 - May 2013
INDATA Services LLC March 2006 - November 2008
Evaluation Associates 2000 - 2005
Skills
Equities, Microsoft Office, Management, Strategic Planning, Renewable Energy, Customer Service, Business Development, Microsoft Excel, Leadership, Sales, Contract Negotiation, Negotiation
Education
Norwalk Community College
Finance and Banking
Soluxe Energy Solutions April 2013 - September 2013
SolarCity January 2013 - May 2013
Intercorp August 1998 - May 2013
INDATA Services LLC March 2006 - November 2008
Evaluation Associates 2000 - 2005
Skills
Equities, Microsoft Office, Management, Strategic Planning, Renewable Energy, Customer Service, Business Development, Microsoft Excel, Leadership, Sales, Contract Negotiation, Negotiation
Education
Norwalk Community College
Finance and Banking
Debra Harris-Vaugh's Evaluation Associates Experience 1986 - 1991
Job Financial Services Professional
Industry Financial Services
Experience
Neopost 2009 - 2011
Daiwa SB Investments 1998 - 2003
The O'Connor Group 1991 - 1993
evaluation associates 1986 - 1991
Education
University of Connecticut 1979 — 1983
Notre Dame Catholic high School 1975 — 1979
St Ambrose School 1966 — 1975
Grammer
Neopost 2009 - 2011
Daiwa SB Investments 1998 - 2003
The O'Connor Group 1991 - 1993
evaluation associates 1986 - 1991
Education
University of Connecticut 1979 — 1983
Notre Dame Catholic high School 1975 — 1979
St Ambrose School 1966 — 1975
Grammer
Steve Formanek's Evaluation Associates Experience August 1988 - Present
Job Chief Operating Officer at Evaluation Associates
Industry Financial Services
Experience
Evaluation Associates August 1988 - Present
Education
Shippensburg University of Pennsylvania 1975 — 1979
BS, Business
Evaluation Associates August 1988 - Present
Education
Shippensburg University of Pennsylvania 1975 — 1979
BS, Business
Larry Zielinski's Evaluation Associates Experience April 1989 - December 2006
Job Senior Advisor at Kamp Consulting Solutions, LLC
Industry Investment Management
Experience
Kamp Consulting Solutions,LLC October 2011 - Present
Martha's Vineyard Camp-Meeting Association August 2007 - Present
Evaluation Associates April 1989 - December 2006
Skills
Portfolio Management, Asset Management, Investments, Budgeting, Client Service, New Business Development, Sales Management, Equities, Customer Service, Asset Allocation, Emerging Markets, Alternative Investments, Asset Managment, Financial Services, Pension Funds, Hedge Funds, Retirement, Investment Management, Fund Of Funds, Investment Strategies, Fixed Income, Institutional..., Mutual Funds, Series 7, Private Equity, Securities, Wealth Management, Investor Relations, Series 63, ETFs, Capital Markets, Bonds, Institutional, Investment Advisory, Bloomberg, Venture Capital, Wealth Management..., Equity Research, Series 65, Private Placements
Education
Brown University 1964 — 1968
AB, International Relations, Economics, Psychology
Brown University 1964 — 1968
A.B. in International Relations, Minors in Economics & Psychology
Kamp Consulting Solutions,LLC October 2011 - Present
Martha's Vineyard Camp-Meeting Association August 2007 - Present
Evaluation Associates April 1989 - December 2006
Skills
Portfolio Management, Asset Management, Investments, Budgeting, Client Service, New Business Development, Sales Management, Equities, Customer Service, Asset Allocation, Emerging Markets, Alternative Investments, Asset Managment, Financial Services, Pension Funds, Hedge Funds, Retirement, Investment Management, Fund Of Funds, Investment Strategies, Fixed Income, Institutional..., Mutual Funds, Series 7, Private Equity, Securities, Wealth Management, Investor Relations, Series 63, ETFs, Capital Markets, Bonds, Institutional, Investment Advisory, Bloomberg, Venture Capital, Wealth Management..., Equity Research, Series 65, Private Placements
Education
Brown University 1964 — 1968
AB, International Relations, Economics, Psychology
Brown University 1964 — 1968
A.B. in International Relations, Minors in Economics & Psychology
Leilani Hall's Evaluation Associates Experience June 1989 - May 1990
Job Head, Professional Conduct at CFA Institute
Industry Investment Management
Experience
CFA Institute April 2014 - Present
FINRA December 2007 - April 2014
AARP Financial September 2005 - December 2007
Securities & Exchange Commission October 2003 - September 2005
Pendragon Asia Advisory January 2002 - October 2003
The Pioneer Group, Inc March 1995 - January 2002
The Enterprise Group, Inc May 1990 - March 1995
Evaluation Associates June 1989 - May 1990
Financial Service Corporation December 1985 - June 1989
Deloitte June 1982 - December 1985
Education
Harvard University 2000 — 2000
Executive Program, Financial
The Tuck School of Business at Dartmouth 1993 — 1993
Summer Program, Strategic Managment
Georgia State University 1979 — 1982
BS, Accounting
CFA Institute April 2014 - Present
FINRA December 2007 - April 2014
AARP Financial September 2005 - December 2007
Securities & Exchange Commission October 2003 - September 2005
Pendragon Asia Advisory January 2002 - October 2003
The Pioneer Group, Inc March 1995 - January 2002
The Enterprise Group, Inc May 1990 - March 1995
Evaluation Associates June 1989 - May 1990
Financial Service Corporation December 1985 - June 1989
Deloitte June 1982 - December 1985
Education
Harvard University 2000 — 2000
Executive Program, Financial
The Tuck School of Business at Dartmouth 1993 — 1993
Summer Program, Strategic Managment
Georgia State University 1979 — 1982
BS, Accounting
Noreen Upton's Evaluation Associates Experience 1985 - 1993
Job Managing Director at Absolute Staffing, LLC
Industry Investment Management
Experience
Absolute Staffing, LLC 2013 - Present
Dawson-Herman Capital Management 1993 - 2012
Evaluation Associates 1985 - 1993
Skills
Asset Managment, Alternative Investments, Equities, Hedge Funds, Investments, Fund Of Funds, Asset Management
Education
University of Bridgeport 1981 — 1985
B.S., Marketing
Absolute Staffing, LLC 2013 - Present
Dawson-Herman Capital Management 1993 - 2012
Evaluation Associates 1985 - 1993
Skills
Asset Managment, Alternative Investments, Equities, Hedge Funds, Investments, Fund Of Funds, Asset Management
Education
University of Bridgeport 1981 — 1985
B.S., Marketing
Janice Massey's Evaluation Associates Experience January 1995 - August 2010
Job Financial operations & IT professional
Industry Financial Services
Experience
Evaluation Associates January 1995 - August 2010
Skills
Equities, Fixed Income, Bloomberg, Asset Management, Portfolio Management, Investments, Mutual Funds
Education
University of Connecticut
MBA, Operations & Info Mgmt
Bryant University 1989 — 1993
BS, Finance
Evaluation Associates January 1995 - August 2010
Skills
Equities, Fixed Income, Bloomberg, Asset Management, Portfolio Management, Investments, Mutual Funds
Education
University of Connecticut
MBA, Operations & Info Mgmt
Bryant University 1989 — 1993
BS, Finance
Scott Martinez's Evaluation Associates Experience June 2008 - August 2008
Job Account Manager and Strategist at VaynerMedia
Industry Marketing and Advertising
Experience
VaynerMedia December 2014 - Present
Ogilvy Public Relations September 2013 - December 2014
OgilvyOne July 2012 - September 2013
OgilvyOne August 2011 - July 2012
OgilvyOne June 2011 - August 2011
BIC May 2010 - August 2010
Tzell Travel Group July 2009 - August 2009
Evaluation Associates June 2008 - August 2008
Skills
Marketing Strategy, Digital Marketing, Integrated Marketing, Social Networking, Marketing, Account Management, Strategy, Management, Competitive Analysis, Training
Education
Bentley University 2007 — 2011
Marketing, Management
Universidad Pontifica Comillas 2009 — 2009
VaynerMedia December 2014 - Present
Ogilvy Public Relations September 2013 - December 2014
OgilvyOne July 2012 - September 2013
OgilvyOne August 2011 - July 2012
OgilvyOne June 2011 - August 2011
BIC May 2010 - August 2010
Tzell Travel Group July 2009 - August 2009
Evaluation Associates June 2008 - August 2008
Skills
Marketing Strategy, Digital Marketing, Integrated Marketing, Social Networking, Marketing, Account Management, Strategy, Management, Competitive Analysis, Training
Education
Bentley University 2007 — 2011
Marketing, Management
Universidad Pontifica Comillas 2009 — 2009
Armando Imbrogno's Evaluation Associates Experience June 1990 - December 1991
Job Controller at Atlas Holdings LLC
Industry Venture Capital & Private Equity
Experience
Atlas Holdings LLC April 2011 - Present
Commonfund May 1998 - March 2011
JP Morgan Chase December 1992 - May 1998
Evaluation Associates June 1990 - December 1991
Skills
Accounting, Financial Modeling, Fund Of Funds, Private Equity, Leadership, Hedge Funds, Alternative Investments
Education
University of Bridgeport 1988 — 1992
BS, Accounting
Atlas Holdings LLC April 2011 - Present
Commonfund May 1998 - March 2011
JP Morgan Chase December 1992 - May 1998
Evaluation Associates June 1990 - December 1991
Skills
Accounting, Financial Modeling, Fund Of Funds, Private Equity, Leadership, Hedge Funds, Alternative Investments
Education
University of Bridgeport 1988 — 1992
BS, Accounting
Timothy O'Grady's Evaluation Associates Experience February 1989 - June 1999
Job Managing Director at ROW Asset Management
Industry Financial Services
Experience
ROW Asset Management March 2012 - Present
FX Concepts October 2009 - September 2011
Western Asset Management June 1999 - May 2009
Evaluation Associates February 1989 - June 1999
Mutual of New York (MONY) September 1985 - February 1989
Roosevelt & Cross May 1984 - June 1985
Colonial Bank May 1969 - May 1984
Skills
Fixed Income, Hedge Funds, Financial Markets, Equities
Education
University of New Haven 1984 — 1985
EMBA, Executive Management
University of Rhode Island 1967 — 1972
MA, Economics
Southern Connecticut State University 1963 — 1967
BA, Economics
ROW Asset Management March 2012 - Present
FX Concepts October 2009 - September 2011
Western Asset Management June 1999 - May 2009
Evaluation Associates February 1989 - June 1999
Mutual of New York (MONY) September 1985 - February 1989
Roosevelt & Cross May 1984 - June 1985
Colonial Bank May 1969 - May 1984
Skills
Fixed Income, Hedge Funds, Financial Markets, Equities
Education
University of New Haven 1984 — 1985
EMBA, Executive Management
University of Rhode Island 1967 — 1972
MA, Economics
Southern Connecticut State University 1963 — 1967
BA, Economics
Paul Kampner's Evaluation Associates Experience 1984 - 1986
Job Owner, TMark Associates, Ltd.
Industry Financial Services
Experience
TMark Associates, Ltd. September 1995 - Present
LaSalle Trust Company 1992 - 1995
MidLantic Bank 1989 - 1992
Evaluation Associates 1984 - 1986
The Chase Manhattan Bank 1978 - 1984
Education
Northwestern University School of Law 1959 — 1962
JD
University of Michigan 1955 — 1959
BA, History major and Philosophy Minor
TMark Associates, Ltd. September 1995 - Present
LaSalle Trust Company 1992 - 1995
MidLantic Bank 1989 - 1992
Evaluation Associates 1984 - 1986
The Chase Manhattan Bank 1978 - 1984
Education
Northwestern University School of Law 1959 — 1962
JD
University of Michigan 1955 — 1959
BA, History major and Philosophy Minor
Christopher Judson's Evaluation Associates Experience September 2008 - January 2009
Job Director of Software Development at SW24 Security
Industry Computer Software
Experience
SW24 Security April 2014 - Present
Barnes & Noble September 2011 - April 2014
SecureWatch24 June 2010 - September 2011
Lab49 January 2010 - May 2010
Securewatch24 June 2009 - January 2010
Evaluation Associates September 2008 - January 2009
Curtis Packaging Corporation March 2004 - August 2008
ProductivityNet 2000 - 2002
Skills
C#, XML, Web Services, WPF, .NET, Microsoft SQL Server, C++, HTML, C, Software Development, Design Patterns, MySQL, Subversion, Distributed Systems, SQL, Software Engineering, Visual Studio, WCF, WinForms
Education
Rensselaer Polytechnic Institute
Bachelors, Computer Science
SW24 Security April 2014 - Present
Barnes & Noble September 2011 - April 2014
SecureWatch24 June 2010 - September 2011
Lab49 January 2010 - May 2010
Securewatch24 June 2009 - January 2010
Evaluation Associates September 2008 - January 2009
Curtis Packaging Corporation March 2004 - August 2008
ProductivityNet 2000 - 2002
Skills
C#, XML, Web Services, WPF, .NET, Microsoft SQL Server, C++, HTML, C, Software Development, Design Patterns, MySQL, Subversion, Distributed Systems, SQL, Software Engineering, Visual Studio, WCF, WinForms
Education
Rensselaer Polytechnic Institute
Bachelors, Computer Science
Cynthia Jacobsen's Evaluation Associates Experience April 1998 - June 2009
Job at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2010 - Present
Evaluation Associates April 1998 - June 2009
State Street Global Advisors 1996 - 1998
Robertson Stephens & Company 1995 - 1996
International Executive Service Corps 1991 - 1995
Skills
Fixed Annuities, Equities, Fixed Income, Mutual Funds, Investments, Insurance, Program Management, Strategy, Asset Allocation, Financial Services, FINRA, Hedge Funds, Budgets, Finance
Education
Sacred Heart University 1992 — 1993
BA, International Business
Ithaca College 1986 — 1990
International Business
Prudential Financial June 2010 - Present
Evaluation Associates April 1998 - June 2009
State Street Global Advisors 1996 - 1998
Robertson Stephens & Company 1995 - 1996
International Executive Service Corps 1991 - 1995
Skills
Fixed Annuities, Equities, Fixed Income, Mutual Funds, Investments, Insurance, Program Management, Strategy, Asset Allocation, Financial Services, FINRA, Hedge Funds, Budgets, Finance
Education
Sacred Heart University 1992 — 1993
BA, International Business
Ithaca College 1986 — 1990
International Business
Janet Kalwat's Evaluation Associates Experience July 2005 - November 2010
Job Consultant/Financial Writer at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners February 2014 - Present
Conning May 2012 - December 2013
Capital Position Ventures, LLC September 2011 - May 2012
Evaluation Associates July 2005 - November 2010
TimesSquare Capital Management LLC November 1998 - January 2005
Independent Project Work 1995 - 1998
Evaluation Associates 1987 - 1995
Skills
Equities, Investments, Asset Management, Investment Management, Fund Of Funds, Hedge Funds, Strategy, Fixed Income, Emerging Markets, Portfolio Management, Financial Services, Institutional...
Education
Princeton University 1977 — 1983
MA, Ph.D., Demography
The University of Chicago 1975 — 1977
MA, Demography
Virtus Investment Partners February 2014 - Present
Conning May 2012 - December 2013
Capital Position Ventures, LLC September 2011 - May 2012
Evaluation Associates July 2005 - November 2010
TimesSquare Capital Management LLC November 1998 - January 2005
Independent Project Work 1995 - 1998
Evaluation Associates 1987 - 1995
Skills
Equities, Investments, Asset Management, Investment Management, Fund Of Funds, Hedge Funds, Strategy, Fixed Income, Emerging Markets, Portfolio Management, Financial Services, Institutional...
Education
Princeton University 1977 — 1983
MA, Ph.D., Demography
The University of Chicago 1975 — 1977
MA, Demography
Sean Massey's Evaluation Associates Experience December 1995 - June 2011
Job Principal Mercer Investments
Industry Financial Services
Experience
Mercer Investments June 2011 - Present
Evaluation Associates December 1995 - June 2011
Education
Southern Connecticut State University 1992 — 1996
BS, Accounting
Mercer Investments June 2011 - Present
Evaluation Associates December 1995 - June 2011
Education
Southern Connecticut State University 1992 — 1996
BS, Accounting
Jim Chandler's Evaluation Associates Experience January 1998 - 2001
Job at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 2001 - Present
Evaluation Associates January 1998 - 2001
UBS Paine Webber 1988 - 1997
PaineWebber 1988 - 1997
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Wealth Management, Investment Management, Equities, Private Equity, Investments, Investment Advisory, Portfolio Management, Series 7, Fixed Income, Investment Strategies, Mutual Funds, Series 63, Securities, High Net Worth..., Wealth Management..., Capital Markets
Education
Vanderbilt University 1975 — 1979
BS, Business Administration
American University
MA, Applied Economics
Syracuse University - Martin J. Whitman School of Management
MBA
Bessemer Trust 2001 - Present
Evaluation Associates January 1998 - 2001
UBS Paine Webber 1988 - 1997
PaineWebber 1988 - 1997
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Wealth Management, Investment Management, Equities, Private Equity, Investments, Investment Advisory, Portfolio Management, Series 7, Fixed Income, Investment Strategies, Mutual Funds, Series 63, Securities, High Net Worth..., Wealth Management..., Capital Markets
Education
Vanderbilt University 1975 — 1979
BS, Business Administration
American University
MA, Applied Economics
Syracuse University - Martin J. Whitman School of Management
MBA
Greta (Solomon) Johnson's Evaluation Associates Experience 2002 - 2009
Job Independent Research Professional
Industry Research
Experience
Evaluation Associates 2002 - 2009
Evaluation Associates 1996 - 2009
Education Development Center 2004 - 2008
Systemic Research 2001 - 2003
Various 1973 - 2001
Comparative Human Infancy Projet at Harvard University Graduate School of Education 1979 - 1983
Yale University Child Study Center September 1966 - June 1970
New Haven summer Head Start Program July 1965 - July 1968
Skills
Research, SPSS, Qualitative Research, Statistics, Data Analysis, Teaching, Program Evaluation, Survey Design, Data Collection, Focus Groups, Market Research, Grant Writing, Program Management, Analysis, Quantitative Research, Child Development, Grants, Higher Education, Program Development, Research Design, Training, Public Speaking, Community Outreach, Quantitative Analytics, Capacity Building, Ethnography, Early Childhood..., Educational Research, International..., Literature Reviews, Social Sciences, Curriculum Development, Report Writing, Epidemiology, Public Policy, Nonprofits, Organizational..., Policy Analysis, Leadership, Survey Research, Curriculum Design, Psychology, Atlas.ti, Stata, Proposal Writing, Public Health, Writing
Education
Harvard University Graduate School of Education 1975 — 1991
Ed. M., Ed.D, Comparative Human Development and Psychology
Tufts University 1964 — 1966
Bachelor's Degree, Child Development, Nursery and elementary teacher certification [Massachusetts]
Lasell College 1962 — 1964
Associate's Degree, Child Study: College Transfer Program
Evaluation Associates 2002 - 2009
Evaluation Associates 1996 - 2009
Education Development Center 2004 - 2008
Systemic Research 2001 - 2003
Various 1973 - 2001
Comparative Human Infancy Projet at Harvard University Graduate School of Education 1979 - 1983
Yale University Child Study Center September 1966 - June 1970
New Haven summer Head Start Program July 1965 - July 1968
Skills
Research, SPSS, Qualitative Research, Statistics, Data Analysis, Teaching, Program Evaluation, Survey Design, Data Collection, Focus Groups, Market Research, Grant Writing, Program Management, Analysis, Quantitative Research, Child Development, Grants, Higher Education, Program Development, Research Design, Training, Public Speaking, Community Outreach, Quantitative Analytics, Capacity Building, Ethnography, Early Childhood..., Educational Research, International..., Literature Reviews, Social Sciences, Curriculum Development, Report Writing, Epidemiology, Public Policy, Nonprofits, Organizational..., Policy Analysis, Leadership, Survey Research, Curriculum Design, Psychology, Atlas.ti, Stata, Proposal Writing, Public Health, Writing
Education
Harvard University Graduate School of Education 1975 — 1991
Ed. M., Ed.D, Comparative Human Development and Psychology
Tufts University 1964 — 1966
Bachelor's Degree, Child Development, Nursery and elementary teacher certification [Massachusetts]
Lasell College 1962 — 1964
Associate's Degree, Child Study: College Transfer Program
Heather Crosby's Evaluation Associates Experience October 1995 - March 1997
Job Independent Coach at SelfEmployed
Industry Health, Wellness and Fitness
Experience
self-employed September 2010 - Present
Fitness Together March 2007 - September 2009
Healthtrax Fitness & Wellness 2007 - 2008
Sacred Heart University January 2003 - November 2006
Sacred Heart University August 2002 - May 2004
GE Capital March 1998 - January 2003
Cartus April 1997 - March 1998
Evaluation Associates October 1995 - March 1997
Skills
Coaching, Athletic Training, Strength Training, Personal Training, Fitness, Endurance, Fitness Training, Sports, Nutrition, Wellness, First Aid, Program Management, Sales
Education
Southern Connecticut State University 2000 — 2003
MS, Sports Psychology
Bryant University 1991 — 1995
BS, Finance
self-employed September 2010 - Present
Fitness Together March 2007 - September 2009
Healthtrax Fitness & Wellness 2007 - 2008
Sacred Heart University January 2003 - November 2006
Sacred Heart University August 2002 - May 2004
GE Capital March 1998 - January 2003
Cartus April 1997 - March 1998
Evaluation Associates October 1995 - March 1997
Skills
Coaching, Athletic Training, Strength Training, Personal Training, Fitness, Endurance, Fitness Training, Sports, Nutrition, Wellness, First Aid, Program Management, Sales
Education
Southern Connecticut State University 2000 — 2003
MS, Sports Psychology
Bryant University 1991 — 1995
BS, Finance
Shannan DeCesare's Evaluation Associates Experience 1993 - 2002
Job Independent Professional
Industry Financial Services
Experience
Evaluation Associates 1993 - 2002
HSR Credit Union 1991 - 1993
Education
Quinnipiac University 1987 — 1991
BS, Accounting
Evaluation Associates 1993 - 2002
HSR Credit Union 1991 - 1993
Education
Quinnipiac University 1987 — 1991
BS, Accounting
Keith Gallagher's Evaluation Associates Experience August 2008 - June 2011
Job Senior Technical Products Analyst at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investment Consulting July 2011 - Present
Evaluation Associates August 2008 - June 2011
Skills
Lotus Notes, Microsoft Office, Microsoft Excel, Equities, Bloomberg, Alternative Investments, Asset Allocation
Education
The University of Connecticut 2004 — 2007
Economics
Mercer Investment Consulting July 2011 - Present
Evaluation Associates August 2008 - June 2011
Skills
Lotus Notes, Microsoft Office, Microsoft Excel, Equities, Bloomberg, Alternative Investments, Asset Allocation
Education
The University of Connecticut 2004 — 2007
Economics
Anthony Tornambe's Evaluation Associates Experience April 2004 - October 2004
Job Family Office
Industry Financial Services
Experience
Merrimac Corp. August 2013 - Present
Weiler Arnow Mgt Co. Inc. March 2006 - August 2013
Schottenfeld Group LLC October 2004 - March 2006
Evaluation Associates April 2004 - October 2004
Advent Software September 2000 - March 2003
Skills
Microsoft Excel, Financial Accounting, Investments, Account Reconciliation, Business Analysis, Loans, Internal Audit, Cost Accounting, Due Diligence, Analysis, Financial Statements, Fixed Income, Hedge Funds, Management, Financial Analysis, Portfolio Management, Derivatives, Equities, Mutual Funds
Education
The Ohio State University 1996 — 2000
Bachelor of Arts (BA), Economics
Merrimac Corp. August 2013 - Present
Weiler Arnow Mgt Co. Inc. March 2006 - August 2013
Schottenfeld Group LLC October 2004 - March 2006
Evaluation Associates April 2004 - October 2004
Advent Software September 2000 - March 2003
Skills
Microsoft Excel, Financial Accounting, Investments, Account Reconciliation, Business Analysis, Loans, Internal Audit, Cost Accounting, Due Diligence, Analysis, Financial Statements, Fixed Income, Hedge Funds, Management, Financial Analysis, Portfolio Management, Derivatives, Equities, Mutual Funds
Education
The Ohio State University 1996 — 2000
Bachelor of Arts (BA), Economics
Doreen Reilly's Evaluation Associates Experience January 1991 - August 2001
Job Diagnostic Imaging MRI Registrar/Tech Aide
Industry Hospital & Health Care
Experience
Beth Israel Deaconess Hospital-Plymouth October 2014 - Present
South Shore Hospital May 2007 - Present
Evaluation Associates January 1991 - August 2001
Skills
Hospitals, EMR, Healthcare, Administrative..., Data Entry, Customer Service, Cpr Certified, Healthcare Information..., Public Speaking, HIPAA, Microsoft Office, Microsoft Word, Microsoft Excel, Nursing, Process Improvement, ACLS, Residential Homes, Health Education, Public Relations
Education
Massasoit Community College 1982 — 1984
Abington High School
Beth Israel Deaconess Hospital-Plymouth October 2014 - Present
South Shore Hospital May 2007 - Present
Evaluation Associates January 1991 - August 2001
Skills
Hospitals, EMR, Healthcare, Administrative..., Data Entry, Customer Service, Cpr Certified, Healthcare Information..., Public Speaking, HIPAA, Microsoft Office, Microsoft Word, Microsoft Excel, Nursing, Process Improvement, ACLS, Residential Homes, Health Education, Public Relations
Education
Massasoit Community College 1982 — 1984
Abington High School
Jennifer Provost's Evaluation Associates Experience June 2001 - June 2006
Job Senior Manager, Implementation Consulting at Archway Technology Partners, LLC
Industry Financial Services
Experience
Archway Technology Partners, LLC April 2015 - Present
Private Client Resources, LLC September 2007 - April 2015
Cigna July 2006 - August 2007
Evaluation Associates June 2001 - June 2006
Skills
Equities, Bloomberg, Alternative Investments, Fixed Income, Process Improvement, Hedge Funds, Asset Allocation, Mutual Funds, Portfolio Management, Securities, Wealth Management, Private Equity, Investment Strategies, Investments, Asset Management, Business Analysis, Client Services
Education
Southern NH University 1997 — 2001
Bachelor of Science, Economics and Finance
Archway Technology Partners, LLC April 2015 - Present
Private Client Resources, LLC September 2007 - April 2015
Cigna July 2006 - August 2007
Evaluation Associates June 2001 - June 2006
Skills
Equities, Bloomberg, Alternative Investments, Fixed Income, Process Improvement, Hedge Funds, Asset Allocation, Mutual Funds, Portfolio Management, Securities, Wealth Management, Private Equity, Investment Strategies, Investments, Asset Management, Business Analysis, Client Services
Education
Southern NH University 1997 — 2001
Bachelor of Science, Economics and Finance