Evergreen Investments
Industry: Investment management company
DescriptionEvergreen Investments was the investment management business of Wachovia. The brand was merged into Wells Fargo Advantage Funds and subsequently phased out following Wells Fargo's acquisition of Wachovia. The brand was officially retired on July 20, 2010. Headquarters: Boston, Massachusetts, United States Parent organization: Wells Fargo Founded: 1932 Defunct: 20 June 2010 Subsidiary: Evergreen Investimentos, Private Equity Arm
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Evergreen Investments Employees
Employee
Years
Job
Industry
Cynthia Chamberlayne Cynthia Chamberlayne's Evergreen Investments Experience 1997 - September 2001
Job National Director at Davis Advisors
Industry Financial Services
Experience
Davis Advisors February 2005 - Present
Invesco Aim September 2001 - January 2005
Evergreen Investments 1997 - September 2001
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Management, Securities, Investment Advisory, Retirement Planning, Portfolio Management
Education
Auburn University, College of Business 1988 — 1992
BS, Finance
Davis Advisors February 2005 - Present
Invesco Aim September 2001 - January 2005
Evergreen Investments 1997 - September 2001
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Management, Securities, Investment Advisory, Retirement Planning, Portfolio Management
Education
Auburn University, College of Business 1988 — 1992
BS, Finance
Andrew (Drew) O'Hearn, CLU® Andrew (Drew) O'Hearn, CLU®'s Evergreen Investments Experience October 2003 - April 2005
Job Senior Account Manager at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) May 2012 - May 2014
Winter Wyman June 2011 - May 2012
John Hancock February 2009 - November 2010
John Hancock November 2007 - January 2009
John Hancock Life Insurance Company (U.S.A.) May 2005 - November 2007
Evergreen Investments October 2003 - April 2005
Evergreen Investments May 2002 - October 2003
Skills
Mutual Funds, Investments, Series 63, Series 6, 529 Plans, Life Insurance, Long Term Care Insurance, Institutional Sales
Education
Anna Maria College 1996 — 2000
Cerulli Associates June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) May 2012 - May 2014
Winter Wyman June 2011 - May 2012
John Hancock February 2009 - November 2010
John Hancock November 2007 - January 2009
John Hancock Life Insurance Company (U.S.A.) May 2005 - November 2007
Evergreen Investments October 2003 - April 2005
Evergreen Investments May 2002 - October 2003
Skills
Mutual Funds, Investments, Series 63, Series 6, 529 Plans, Life Insurance, Long Term Care Insurance, Institutional Sales
Education
Anna Maria College 1996 — 2000
Rebecca Cinci Rebecca Cinci's Evergreen Investments Experience June 1999 - January 2001
Job Senior Compliance Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments February 2015 - Present
Wellington Management June 2009 - February 2015
Wellington Management April 2004 - June 2009
Pioneer Investments February 2002 - April 2004
Evergreen Investments June 1999 - January 2001
Education
Northeastern University 2006 — 2008
MBA
Boston University 1993 — 1997
BA, International Relations
Pioneer Investments February 2015 - Present
Wellington Management June 2009 - February 2015
Wellington Management April 2004 - June 2009
Pioneer Investments February 2002 - April 2004
Evergreen Investments June 1999 - January 2001
Education
Northeastern University 2006 — 2008
MBA
Boston University 1993 — 1997
BA, International Relations
Valbona LaChapelle's Evergreen Investments Experience August 2000 - June 2009
Job Director, Online Technology at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2010 - Present
Wells Fargo June 2009 - June 2010
Evergreen Investments August 2000 - June 2009
MUI 1999 - 2000
Pyramid Research (EIU) 1996 - 1999
Albanian Ministry of Defense, Navy Command 1992 - 1995
Skills
Documentum, Vignette, Enterprise Content..., Collage, Real Estate Development, Fatwire, Vendor Management, Program Management, Scrum, SDLC, Business Analysis, Business Intelligence, Disaster Recovery, Oracle, Web Applications, Software Development, Visio, SharePoint, SQL, Management, Enterprise Architecture, Software Project..., IT Strategy, SOA, Requirements Analysis, Agile Methodologies, Requirements Gathering, Integration, Data Warehousing, Leadership, IT Management, Enterprise Software, Agile Project Management, Solution Architecture, Databases, Project Portfolio..., Project Management, PMP, Business Process, ITIL, SaaS, Systems Analysis
Education
Boston University Questrom School of Business 2006 — 2007
MBA
University of Tirana, Tirana, Albania 1985 — 1989
BA
TIAA-CREF June 2010 - Present
Wells Fargo June 2009 - June 2010
Evergreen Investments August 2000 - June 2009
MUI 1999 - 2000
Pyramid Research (EIU) 1996 - 1999
Albanian Ministry of Defense, Navy Command 1992 - 1995
Skills
Documentum, Vignette, Enterprise Content..., Collage, Real Estate Development, Fatwire, Vendor Management, Program Management, Scrum, SDLC, Business Analysis, Business Intelligence, Disaster Recovery, Oracle, Web Applications, Software Development, Visio, SharePoint, SQL, Management, Enterprise Architecture, Software Project..., IT Strategy, SOA, Requirements Analysis, Agile Methodologies, Requirements Gathering, Integration, Data Warehousing, Leadership, IT Management, Enterprise Software, Agile Project Management, Solution Architecture, Databases, Project Portfolio..., Project Management, PMP, Business Process, ITIL, SaaS, Systems Analysis
Education
Boston University Questrom School of Business 2006 — 2007
MBA
University of Tirana, Tirana, Albania 1985 — 1989
BA
James Austin, JD, CFA, FRM, CPA, ASA James Austin, JD, CFA, FRM, CPA, ASA's Evergreen Investments Experience September 2004 - November 2005
Job Lead Research Analyst, Senior Vice President at Wells Fargo
Industry Investment Management
Experience
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company 2006 - February 2011
Evergreen Investments September 2004 - November 2005
Huron Consulting Group August 2003 - September 2004
Enterprise Value Consulting, LLC March 2001 - August 2003
First Union National Bank August 2000 - March 2001
Price Waterhouse Coopers July 1999 - August 2000
Wachovia 1999 - 1999
Skills
Portfolio Management, Asset Allocation, Equities, Valuation, Fixed Income, Business Valuation, Mutual Funds, Investments, Alternative Investments, Financial Modeling, Hedge Funds, Investment Management, Financial Analysis, Wealth Management, Due Diligence, Equity Valuation, Investment Advisory, Risk Management, Bonds, Private Equity, Banking, Wealth Management..., Securities, Investment Banking, Equity Research, Corporate Finance, Strategic Financial..., Financial Services, Derivatives, Finance, Options, Mergers, Financial Risk, Credit Analysis, ETFs, Mergers, Trading, Credit, Financial Planning
Education
Wake Forest University School of Business 1996 — 1999
Master of Business Administration, Finance
Wake Forest University School of Law 1995 — 1999
Juris Doctor
Appalachian State University 1990 — 1995
BSBA, Finance, Banking, and Economics
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company 2006 - February 2011
Evergreen Investments September 2004 - November 2005
Huron Consulting Group August 2003 - September 2004
Enterprise Value Consulting, LLC March 2001 - August 2003
First Union National Bank August 2000 - March 2001
Price Waterhouse Coopers July 1999 - August 2000
Wachovia 1999 - 1999
Skills
Portfolio Management, Asset Allocation, Equities, Valuation, Fixed Income, Business Valuation, Mutual Funds, Investments, Alternative Investments, Financial Modeling, Hedge Funds, Investment Management, Financial Analysis, Wealth Management, Due Diligence, Equity Valuation, Investment Advisory, Risk Management, Bonds, Private Equity, Banking, Wealth Management..., Securities, Investment Banking, Equity Research, Corporate Finance, Strategic Financial..., Financial Services, Derivatives, Finance, Options, Mergers, Financial Risk, Credit Analysis, ETFs, Mergers, Trading, Credit, Financial Planning
Education
Wake Forest University School of Business 1996 — 1999
Master of Business Administration, Finance
Wake Forest University School of Law 1995 — 1999
Juris Doctor
Appalachian State University 1990 — 1995
BSBA, Finance, Banking, and Economics
Anthony Dell Anthony Dell's Evergreen Investments Experience October 1995 - February 1998
Job Global Chief Compliance & Ethics Officer at Ares Management
Industry Investment Management
Experience
Ares Management August 2011 - Present
Russell Investments January 2008 - July 2011
Fidelity Investments November 2006 - January 2008
Investors Bank & Trust January 2006 - November 2006
REVOLUTION CAPITAL March 2005 - January 2006
Fidelity Investments December 2001 - December 2003
Fidelity Investments November 1999 - December 2001
CypressTree Investments/North American Funds February 1998 - November 1999
Evergreen Investments October 1995 - February 1998
Tufts Medical Center 1993 - 1995
Skills
Securities, Hedge Funds, Private Equity, Asset Management, Investment Advisory, Risk Management, Private Placements, Mutual Funds, ERISA, Investments, FINRA, Alternative Investments, Securities Law, AML, Compliance, Fixed Income, Series 7, Corporate Governance, Due Diligence, Series 63, Series 24, Asset Managment, Trading, Securities Regulation, Equities, Mergers & Acquisitions, Financial Services
Education
Boston University School of Law 2000 — 2003
LLM, Financial & Securities Law
Suffolk University Law School 1996 — 2000
JD, Law, cum laude
Boston College 1985 — 1989
BA, English
Xaverian Brothers High School 1981 — 1985
Diploma
Ares Management August 2011 - Present
Russell Investments January 2008 - July 2011
Fidelity Investments November 2006 - January 2008
Investors Bank & Trust January 2006 - November 2006
REVOLUTION CAPITAL March 2005 - January 2006
Fidelity Investments December 2001 - December 2003
Fidelity Investments November 1999 - December 2001
CypressTree Investments/North American Funds February 1998 - November 1999
Evergreen Investments October 1995 - February 1998
Tufts Medical Center 1993 - 1995
Skills
Securities, Hedge Funds, Private Equity, Asset Management, Investment Advisory, Risk Management, Private Placements, Mutual Funds, ERISA, Investments, FINRA, Alternative Investments, Securities Law, AML, Compliance, Fixed Income, Series 7, Corporate Governance, Due Diligence, Series 63, Series 24, Asset Managment, Trading, Securities Regulation, Equities, Mergers & Acquisitions, Financial Services
Education
Boston University School of Law 2000 — 2003
LLM, Financial & Securities Law
Suffolk University Law School 1996 — 2000
JD, Law, cum laude
Boston College 1985 — 1989
BA, English
Xaverian Brothers High School 1981 — 1985
Diploma
Jack Hachey Jack Hachey's Evergreen Investments Experience September 1985 - October 1987
Job Hachey Tax Prep @ 5088883979
Industry Accounting
Experience
Hachey Tax Prep @ 508-888-3979 May 1994 - Present
CSA Financial Corporation May 1990 - May 1992
Putnam Investments October 1987 - April 1990
Evergreen Investments September 1985 - October 1987
Drexel Burnham Lambert April 1985 - September 1985
The Ritz-Carlton Hotel Company, L.L.C. June 1982 - March 1985
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, Financial Accounting, Internal Controls, QuickBooks, Accounts Payable, Income Tax, ADP Payroll, Strategic Financial..., IRS, MA DOR, Investments, Payroll, Tax Preparation, Financial Planning, Microsoft Excel, Microsoft Word, Sales
Education
Boston University
Program for Certified Financial Planners
Suffolk University - Sawyer School of Management 1984 — 1988
Hachey Tax Prep @ 508-888-3979 May 1994 - Present
CSA Financial Corporation May 1990 - May 1992
Putnam Investments October 1987 - April 1990
Evergreen Investments September 1985 - October 1987
Drexel Burnham Lambert April 1985 - September 1985
The Ritz-Carlton Hotel Company, L.L.C. June 1982 - March 1985
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, Financial Accounting, Internal Controls, QuickBooks, Accounts Payable, Income Tax, ADP Payroll, Strategic Financial..., IRS, MA DOR, Investments, Payroll, Tax Preparation, Financial Planning, Microsoft Excel, Microsoft Word, Sales
Education
Boston University
Program for Certified Financial Planners
Suffolk University - Sawyer School of Management 1984 — 1988
Sahar Oswald's Evergreen Investments Experience August 2002 - April 2003
Job Compliance & Risk Management at Pacific Gas and Electric Company
Industry Investment Management
Experience
Pacific Gas and Electric Company February 2011 - Present
Pioneer Investments July 2006 - October 2010
Loomis, Sayles & Company June 2003 - July 2006
Evergreen Investments August 2002 - April 2003
Bank of New York January 2001 - June 2002
Skills
Investments, Financial Services, Risk Management, Financial Analysis, Mutual Funds, Equities, Securities, Asset Management, Bloomberg, Portfolio Management, Financial Modeling, Leadership, Fixed Income, Banking, Policies & Procedures
Education
Boston University
Bachelor of Science (BS), Management
Pacific Gas and Electric Company February 2011 - Present
Pioneer Investments July 2006 - October 2010
Loomis, Sayles & Company June 2003 - July 2006
Evergreen Investments August 2002 - April 2003
Bank of New York January 2001 - June 2002
Skills
Investments, Financial Services, Risk Management, Financial Analysis, Mutual Funds, Equities, Securities, Asset Management, Bloomberg, Portfolio Management, Financial Modeling, Leadership, Fixed Income, Banking, Policies & Procedures
Education
Boston University
Bachelor of Science (BS), Management
Stephen MacNeill Stephen MacNeill's Evergreen Investments Experience March 2000 - February 2002
Job Client Relationship Management at Stanley Security Solutions
Industry Consumer Goods
Experience
Stanley Security Solutions August 2013 - Present
Boston Financial Data Services February 2002 - September 2011
Evergreen Investments March 2000 - February 2002
Scudder Investments December 1988 - January 2000
Skills
Client Relationship..., Operations Management, Transfer Agency, Strategic Planning, Business Strategy, Program Management, Project Management, Change Management, Vendor Management, Process Improvement, Process Engineering, Problem Solving, Mutual Funds, 529 Plans, Management, Financial Services, CRM, Sales Support, Client Services, Transfer Agency..., Organizational Design, Corporate Governance, Team Leadership, Management Reporting, Data Analytics, SharePoint, Leadership, Sales Operations, Enterprise Software, Business Development
Education
Boston University
BS Accounting
University of Massachusetts, Amherst
BA Communication Studies, Cum Laude
Stanley Security Solutions August 2013 - Present
Boston Financial Data Services February 2002 - September 2011
Evergreen Investments March 2000 - February 2002
Scudder Investments December 1988 - January 2000
Skills
Client Relationship..., Operations Management, Transfer Agency, Strategic Planning, Business Strategy, Program Management, Project Management, Change Management, Vendor Management, Process Improvement, Process Engineering, Problem Solving, Mutual Funds, 529 Plans, Management, Financial Services, CRM, Sales Support, Client Services, Transfer Agency..., Organizational Design, Corporate Governance, Team Leadership, Management Reporting, Data Analytics, SharePoint, Leadership, Sales Operations, Enterprise Software, Business Development
Education
Boston University
BS Accounting
University of Massachusetts, Amherst
BA Communication Studies, Cum Laude
Suzanne Matta's Evergreen Investments Experience 2000 - 2005
Job Financial services consultant
Industry Information Technology and Services
Experience
IMP Consults December 2013 - Present
Wellington Management Company April 2013 - November 2013
Charles River Development February 2006 - April 2013
American Express 2005 - 2006
Evergreen Investments 2000 - 2005
Pioneer Investments 1996 - 2000
Keystone Investments March 1990 - 1996
Skills
Mutual Funds, Derivatives, Equities, Bloomberg, Asset Managment, Investment Management, Investments, Financial Markets, Financial Services, Options, Financial Risk, Trading, Portfolio Management, Risk Management, Wealth Management, Series 7, AML, Capital Markets, UCITS, Back Office
Education
Boston College 1984 — 1988
BA, Business Finance
IMP Consults December 2013 - Present
Wellington Management Company April 2013 - November 2013
Charles River Development February 2006 - April 2013
American Express 2005 - 2006
Evergreen Investments 2000 - 2005
Pioneer Investments 1996 - 2000
Keystone Investments March 1990 - 1996
Skills
Mutual Funds, Derivatives, Equities, Bloomberg, Asset Managment, Investment Management, Investments, Financial Markets, Financial Services, Options, Financial Risk, Trading, Portfolio Management, Risk Management, Wealth Management, Series 7, AML, Capital Markets, UCITS, Back Office
Education
Boston College 1984 — 1988
BA, Business Finance
Joe Marnikovic, CPA, CPM®'s Evergreen Investments Experience November 2000 - August 2001
Job COO/CFO at Carpionato Group
Industry Real Estate
Experience
Carpionato Properties, Inc. January 2014 - Present
Barkan Management Co., Inc. January 2013 - January 2014
Mayo Group February 2009 - October 2012
Crosshaven Partners August 2001 - February 2009
Evergreen Investments November 2000 - August 2001
PricewaterhouseCoopers November 1997 - December 1999
O'Connor & Drew January 1995 - November 1997
Skills
Real Estate, Property Management, Due Diligence, Asset Management, Financial Analysis, Corporate Restructuring, Turnaround Management, Accounting, Asset Managment, Budgets, Finance, Managerial Finance, Investments, Portfolio Management, Restructuring, Turn Around Management, Valuation, Mergers, Real Estate Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2000
MSF, Finance
Boston College 1991 — 1995
B.S., Accounting
IREM - Institute of Real Estate Management 2011 — 2013
CPM® - Certified Property Manager, Real Estate
Carpionato Properties, Inc. January 2014 - Present
Barkan Management Co., Inc. January 2013 - January 2014
Mayo Group February 2009 - October 2012
Crosshaven Partners August 2001 - February 2009
Evergreen Investments November 2000 - August 2001
PricewaterhouseCoopers November 1997 - December 1999
O'Connor & Drew January 1995 - November 1997
Skills
Real Estate, Property Management, Due Diligence, Asset Management, Financial Analysis, Corporate Restructuring, Turnaround Management, Accounting, Asset Managment, Budgets, Finance, Managerial Finance, Investments, Portfolio Management, Restructuring, Turn Around Management, Valuation, Mergers, Real Estate Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2000
MSF, Finance
Boston College 1991 — 1995
B.S., Accounting
IREM - Institute of Real Estate Management 2011 — 2013
CPM® - Certified Property Manager, Real Estate
Brock Norris Brock Norris's Evergreen Investments Experience May 2008 - May 2009
Job Broker/Realtor at Helen Adams Realty
Industry Real Estate
Experience
Helen Adams Realty February 2012 - Present
Traveller Trading Co. April 2010 - Present
Charlotte Rugby Club, Inc. July 2009 - June 2011
Wachovia, A Wells Fargo Company June 2009 - April 2011
Evergreen Investments May 2008 - May 2009
Wachovia, A Wells Fargo Company August 2007 - May 2008
Quantum Marketing 2007 - 2007
Skills
Real Estate, Marketing, Selling, Contract Negotiation, Sales, Public Relations, Negotiation, Event Management, Account Management, Management, Marketing Strategy, Social Media Marketing
Education
Appalachian State University 2002 — 2006
BSBA, Marketing and International Business
Helen Adams Realty February 2012 - Present
Traveller Trading Co. April 2010 - Present
Charlotte Rugby Club, Inc. July 2009 - June 2011
Wachovia, A Wells Fargo Company June 2009 - April 2011
Evergreen Investments May 2008 - May 2009
Wachovia, A Wells Fargo Company August 2007 - May 2008
Quantum Marketing 2007 - 2007
Skills
Real Estate, Marketing, Selling, Contract Negotiation, Sales, Public Relations, Negotiation, Event Management, Account Management, Management, Marketing Strategy, Social Media Marketing
Education
Appalachian State University 2002 — 2006
BSBA, Marketing and International Business
Brian Bethoney's Evergreen Investments Experience October 2009 - January 2010
Job
Industry Financial Services
Experience
Wells Fargo August 2011 - December 2011
TD Bank January 2010 - August 2011
Evergreen Investments October 2009 - January 2010
Evergreen Investments January 2008 - October 2009
Sovereign Bank June 2006 - January 2008
Central Booking 2006 - 2007
Monkey Dance Productions 2006 - 2006
Picture Park 2006 - 2006
Skills
Notary Public
Education
Bridgewater State University 2000 — 2005
B.A.
Wells Fargo August 2011 - December 2011
TD Bank January 2010 - August 2011
Evergreen Investments October 2009 - January 2010
Evergreen Investments January 2008 - October 2009
Sovereign Bank June 2006 - January 2008
Central Booking 2006 - 2007
Monkey Dance Productions 2006 - 2006
Picture Park 2006 - 2006
Skills
Notary Public
Education
Bridgewater State University 2000 — 2005
B.A.
Darlene Anderson's Evergreen Investments Experience July 1997 - November 2004
Job Senior VicePresident at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments September 2007 - Present
MFS Investment Management November 2004 - August 2007
Evergreen Investments July 1997 - November 2004
Scudder Investments July 1994 - June 1997
PwC August 1990 - June 1994
Skills
Mutual Funds, Hedge Funds, Tax, Financial Reporting, Valuation, Mergers & Acquisitions, Expenses, Accounting, Dividends, Fund Administration, SEC filings, Asset Management, Securities, Private Equity, Cash Management, Financial Services, Financial Analysis
Education
Boston College 1986 — 1990
Bachelor of Science (B.S.), Accounting
John Hancock Investments September 2007 - Present
MFS Investment Management November 2004 - August 2007
Evergreen Investments July 1997 - November 2004
Scudder Investments July 1994 - June 1997
PwC August 1990 - June 1994
Skills
Mutual Funds, Hedge Funds, Tax, Financial Reporting, Valuation, Mergers & Acquisitions, Expenses, Accounting, Dividends, Fund Administration, SEC filings, Asset Management, Securities, Private Equity, Cash Management, Financial Services, Financial Analysis
Education
Boston College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Andy Singer, CFA's Evergreen Investments Experience November 2004 - March 2006
Job Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management September 2014 - Present
Placera Capital Management September 2013 - September 2014
Cramer Rosenthal McGlynn October 2009 - August 2013
BlackRock April 2006 - March 2009
Evergreen Investments November 2004 - March 2006
Credit Suisse First Boston May 2000 - January 2002
Credit Suisse First Boston June 1997 - April 2000
Skills
Equity Research, Equities, Financial Modeling, Valuation, Investments, Analysis, Alternative Investments, Equity Valuation, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance
Tufts University 1993 — 1997
BA, Quantitative Economics
Manulife Asset Management September 2014 - Present
Placera Capital Management September 2013 - September 2014
Cramer Rosenthal McGlynn October 2009 - August 2013
BlackRock April 2006 - March 2009
Evergreen Investments November 2004 - March 2006
Credit Suisse First Boston May 2000 - January 2002
Credit Suisse First Boston June 1997 - April 2000
Skills
Equity Research, Equities, Financial Modeling, Valuation, Investments, Analysis, Alternative Investments, Equity Valuation, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance
Tufts University 1993 — 1997
BA, Quantitative Economics
Andrew Riedl's Evergreen Investments Experience June 2008 - December 2010
Job Financial Reporting Analyst at Wells Fargo Advantage Funds
Industry Financial Services
Experience
WELLS FARGO ADVANTAGE FUNDS December 2010 - Present
Evergreen Investments June 2008 - December 2010
State Street Corporation February 2007 - June 2008
State Street Corporation October 2005 - February 2007
AMERICAN FRIENDS SERVICES COMMITTEE November 2004 - October 2005
CP Baker & Company August 2005 - September 2005
Skills
Mutual Funds, Fixed Income, Securities, Equities, Asset Management, Financial Services, Analysis, Valuation, Finance, Bloomberg, Investments, Accounting, Financial Reporting, Fund Accounting, Project Management, Editing, Financial Analysis, Pricing, Risk Management, Microsoft Excel, Microsoft Office, Asset Allocation, Outlook, Bloomberg Terminal, Fund Administration, Time Management, Lotus Notes, General Ledger, Photography, Digital Photography, World History, Outdoor Recreation
Education
Boston University 2000 — 2004
Bachelor’s Degree, Communication, Journalism, and Related Programs
Newton North High School 1996 — 2000
High School
WELLS FARGO ADVANTAGE FUNDS December 2010 - Present
Evergreen Investments June 2008 - December 2010
State Street Corporation February 2007 - June 2008
State Street Corporation October 2005 - February 2007
AMERICAN FRIENDS SERVICES COMMITTEE November 2004 - October 2005
CP Baker & Company August 2005 - September 2005
Skills
Mutual Funds, Fixed Income, Securities, Equities, Asset Management, Financial Services, Analysis, Valuation, Finance, Bloomberg, Investments, Accounting, Financial Reporting, Fund Accounting, Project Management, Editing, Financial Analysis, Pricing, Risk Management, Microsoft Excel, Microsoft Office, Asset Allocation, Outlook, Bloomberg Terminal, Fund Administration, Time Management, Lotus Notes, General Ledger, Photography, Digital Photography, World History, Outdoor Recreation
Education
Boston University 2000 — 2004
Bachelor’s Degree, Communication, Journalism, and Related Programs
Newton North High School 1996 — 2000
High School
C. Decker Marquis C. Decker Marquis's Evergreen Investments Experience January 1996 - March 1997
Job Senior Vice President, Director of Digital, Social Media, and MultiChannel Marketing at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. December 2014 - Present
Citizens Financial Group August 2005 - December 2014
Sane Solutions December 1999 - March 2005
AliMed March 1997 - December 1999
Evergreen Investments January 1996 - March 1997
Scudder Investments February 1993 - January 1996
Skills
Direct Marketing, Database Marketing, Multi-channel Marketing, E-commerce, Analytics, Web Analytics, Competitive Analysis, CRM
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Marketing & Finance
Hartwick College 1988 — 1992
BA, English
Santander Bank, N.A. December 2014 - Present
Citizens Financial Group August 2005 - December 2014
Sane Solutions December 1999 - March 2005
AliMed March 1997 - December 1999
Evergreen Investments January 1996 - March 1997
Scudder Investments February 1993 - January 1996
Skills
Direct Marketing, Database Marketing, Multi-channel Marketing, E-commerce, Analytics, Web Analytics, Competitive Analysis, CRM
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Marketing & Finance
Hartwick College 1988 — 1992
BA, English
Ashley Locke Anderson's Evergreen Investments Experience January 2002 - March 2005
Job VP, Group Account Director at Havas Media
Industry Marketing and Advertising
Experience
Havas Media January 2012 - Present
Havas Media January 2012 - Present
One to One Interactive April 2010 - January 2012
Fair Isaac Corporation March 2005 - January 2009
FICO (Fair Isaac) 2005 - 2009
Evergreen Investments January 2002 - March 2005
Investment Media April 1998 - January 2002
Digitas March 1997 - March 1998
Skills
Digital Marketing, Marketing Analytics, Digital Strategy, Database Marketing, Email Marketing, CRM, Social Media Marketing, Segmentation, Project Management, Account Management, Management, Interactive Marketing, Strategy, Online Marketing, SEM, Marketing
Education
Babson College 1991 — 1995
Havas Media January 2012 - Present
Havas Media January 2012 - Present
One to One Interactive April 2010 - January 2012
Fair Isaac Corporation March 2005 - January 2009
FICO (Fair Isaac) 2005 - 2009
Evergreen Investments January 2002 - March 2005
Investment Media April 1998 - January 2002
Digitas March 1997 - March 1998
Skills
Digital Marketing, Marketing Analytics, Digital Strategy, Database Marketing, Email Marketing, CRM, Social Media Marketing, Segmentation, Project Management, Account Management, Management, Interactive Marketing, Strategy, Online Marketing, SEM, Marketing
Education
Babson College 1991 — 1995
Marc J. Morrow, CFP® Marc J. Morrow, CFP®'s Evergreen Investments Experience 1997 - 1998
Job Entrepreneur
Industry Venture Capital & Private Equity
Experience
CrummeyService.com, LLC February 2014 - August 2014
CrummeyService.com April 2013 - February 2014
Daily Deal Media April 2010 - April 2013
United Way Young Leaders 2006 - 2010
Capital Planning Group, LLC August 2006 - July 2009
Emerge Broward February 2008 - February 2009
Ameriprise Financial Advisors September 1998 - December 2003
Evergreen Investments 1997 - 1998
Skills
Retirement Planning, Venture Capital, Finance, Strategic Financial..., Investment Management, Fixed Annuities, Wealth Management, Due Diligence, Insurance, Mutual Funds, Start-ups, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Services, Funding, Financial Advisory, Equities, Wealth, Leadership, Management, Asset Management, Investments, Financial Planning
Education
College for Financial Planning 2010 — 2011
Masters, Personal Finance
Bryant University 1993 — 1997
Bachelor of Science in Business Administration, Finance
CrummeyService.com, LLC February 2014 - August 2014
CrummeyService.com April 2013 - February 2014
Daily Deal Media April 2010 - April 2013
United Way Young Leaders 2006 - 2010
Capital Planning Group, LLC August 2006 - July 2009
Emerge Broward February 2008 - February 2009
Ameriprise Financial Advisors September 1998 - December 2003
Evergreen Investments 1997 - 1998
Skills
Retirement Planning, Venture Capital, Finance, Strategic Financial..., Investment Management, Fixed Annuities, Wealth Management, Due Diligence, Insurance, Mutual Funds, Start-ups, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Services, Funding, Financial Advisory, Equities, Wealth, Leadership, Management, Asset Management, Investments, Financial Planning
Education
College for Financial Planning 2010 — 2011
Masters, Personal Finance
Bryant University 1993 — 1997
Bachelor of Science in Business Administration, Finance
Fred Shane, CFE, MBA, MSPPM, MBE, FLMI Fred Shane, CFE, MBA, MSPPM, MBE, FLMI's Evergreen Investments Experience December 1999 - September 2000
Job Chief Risk Officer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2013 - Present
Financial Industry Regulatory Authority February 2013 - Present
Commonwealth Financial Network November 2010 - August 2013
YMCA January 2010 - 2013
Sun Life Financial October 2007 - October 2010
Sun Life Financial September 2005 - October 2007
John Hancock Investments September 2004 - September 2005
MFS Investment Management 2002 - 2004
John Hancock Financial Services September 2000 - February 2002
Evergreen Investments December 1999 - September 2000
Skills
Investments, Mutual Funds, Financial Services, Due Diligence, Securities, Asset Managment, Alternative Investments, Hedge Funds, Internal Controls, Asset Management, Insurance, Relationship Management, Wealth Management, Financial Advisory, Retirement, Risk Management, Enterprise Risk..., Fraud Detection, Project Management, FINRA, Compliance, Hold Series 7
Education
New England College of Business and Finance 2011 — 2014
Master's Degree, Masters in Business Ethics and Compliance, Graduate
Brandeis University 2006 — 2009
MSPM, Project Management
Nichols College 2001 — 2002
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
University of Arizona
Newton South High Schools 1989 — 1993
High School
Commonwealth Financial Network August 2013 - Present
Financial Industry Regulatory Authority February 2013 - Present
Commonwealth Financial Network November 2010 - August 2013
YMCA January 2010 - 2013
Sun Life Financial October 2007 - October 2010
Sun Life Financial September 2005 - October 2007
John Hancock Investments September 2004 - September 2005
MFS Investment Management 2002 - 2004
John Hancock Financial Services September 2000 - February 2002
Evergreen Investments December 1999 - September 2000
Skills
Investments, Mutual Funds, Financial Services, Due Diligence, Securities, Asset Managment, Alternative Investments, Hedge Funds, Internal Controls, Asset Management, Insurance, Relationship Management, Wealth Management, Financial Advisory, Retirement, Risk Management, Enterprise Risk..., Fraud Detection, Project Management, FINRA, Compliance, Hold Series 7
Education
New England College of Business and Finance 2011 — 2014
Master's Degree, Masters in Business Ethics and Compliance, Graduate
Brandeis University 2006 — 2009
MSPM, Project Management
Nichols College 2001 — 2002
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
University of Arizona
Newton South High Schools 1989 — 1993
High School
Heidi Ciolfi Heidi Ciolfi's Evergreen Investments Experience 1997 - 2000
Job Business Manager at Stony Brook University
Industry Higher Education
Experience
Stony Brook University September 2004 - Present
Niemann Capital Management December 2002 - June 2004
Evergreen Investments 1997 - 2000
Skills
Microsoft Excel, Public Speaking, Data Analysis, Research, Higher Education, PowerPoint, Social Media, Microsoft Office, Public Policy, Problem Solving, Microsoft Word, Strategic Planning, Account Management, Event Planning
Education
Bates College 1990 — 1994
Bachelor of Arts, Economics
Stony Brook University September 2004 - Present
Niemann Capital Management December 2002 - June 2004
Evergreen Investments 1997 - 2000
Skills
Microsoft Excel, Public Speaking, Data Analysis, Research, Higher Education, PowerPoint, Social Media, Microsoft Office, Public Policy, Problem Solving, Microsoft Word, Strategic Planning, Account Management, Event Planning
Education
Bates College 1990 — 1994
Bachelor of Arts, Economics
Doug Blaszczak Doug Blaszczak's Evergreen Investments Experience 2004 - 2008
Job
Industry Computer Software
Experience
BB&T May 2014 - Present
Fujitsu America March 2014 - May 2014
BreakFront (formerly CompanionCabinet Software LLC) July 2012 - October 2013
City of Raleigh May 2012 - July 2012
iContact July 2011 - March 2012
Blue Cross Blue Shield of North Carolina August 2008 - July 2011
Evergreen Investments 2004 - 2008
One Network Enterprises September 2002 - April 2004
MCI WorldCom April 2000 - August 2002
Skills
Enterprise Architecture, Java Enterprise Edition, Web Services, Application Architecture, Solution Architecture, Hibernate, JMS, Java, ESB, JBoss Application Server, UML, SOA, EAI, SDLC, SQL, Oracle, Agile Methodologies, Architecture, MySQL, Integration, SaaS, EJB, JSP, IT Strategy, Open Source, JBoss Seam, JPA, HornetQ, ActiveMQ, JSF, Software Design, Drools, Archimate, TOGAF, Technical Leadership, J2EE Architecture, JBoss, MOA, Seam, Design Patterns, Amazon Web Services..., Operations Management, Amazon S3, Amazon EC2, Strategic IT Management, IT Cost Optimization, Architecture Governance, Strategic Architecture, Strategic Use Of..., Amazon SQS
Education
Appalachian State University 1995 — 1999
BS, Computer Science
BB&T May 2014 - Present
Fujitsu America March 2014 - May 2014
BreakFront (formerly CompanionCabinet Software LLC) July 2012 - October 2013
City of Raleigh May 2012 - July 2012
iContact July 2011 - March 2012
Blue Cross Blue Shield of North Carolina August 2008 - July 2011
Evergreen Investments 2004 - 2008
One Network Enterprises September 2002 - April 2004
MCI WorldCom April 2000 - August 2002
Skills
Enterprise Architecture, Java Enterprise Edition, Web Services, Application Architecture, Solution Architecture, Hibernate, JMS, Java, ESB, JBoss Application Server, UML, SOA, EAI, SDLC, SQL, Oracle, Agile Methodologies, Architecture, MySQL, Integration, SaaS, EJB, JSP, IT Strategy, Open Source, JBoss Seam, JPA, HornetQ, ActiveMQ, JSF, Software Design, Drools, Archimate, TOGAF, Technical Leadership, J2EE Architecture, JBoss, MOA, Seam, Design Patterns, Amazon Web Services..., Operations Management, Amazon S3, Amazon EC2, Strategic IT Management, IT Cost Optimization, Architecture Governance, Strategic Architecture, Strategic Use Of..., Amazon SQS
Education
Appalachian State University 1995 — 1999
BS, Computer Science
Debbie Christopher's Evergreen Investments Experience January 2009 - May 2009
Job Director, Integrated Marketing at Fidelity Investments.
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
AARP Services, Inc December 2010 - June 2011
New York Life Insurance Company June 2010 - April 2011
Fidelity Investments July 2009 - May 2010
Evergreen Investments January 2009 - May 2009
Fidelity Investments September 2004 - December 2008
Fidelity Investments 1995 - 2008
Skills
Financial Services, Retirement, Marketing Strategy, Marketing Communications, Digital Marketing, Product Marketing, Email Marketing, Direct Marketing, RIAs, High Net Worth..., Thought Leadership, Web Content Management, Direct Mail, Marketing, Marketing Management, Segmentation, Strategic Partnerships
Education
Bentley University 1988 — 1992
BS
Fidelity Investments June 2011 - Present
AARP Services, Inc December 2010 - June 2011
New York Life Insurance Company June 2010 - April 2011
Fidelity Investments July 2009 - May 2010
Evergreen Investments January 2009 - May 2009
Fidelity Investments September 2004 - December 2008
Fidelity Investments 1995 - 2008
Skills
Financial Services, Retirement, Marketing Strategy, Marketing Communications, Digital Marketing, Product Marketing, Email Marketing, Direct Marketing, RIAs, High Net Worth..., Thought Leadership, Web Content Management, Direct Mail, Marketing, Marketing Management, Segmentation, Strategic Partnerships
Education
Bentley University 1988 — 1992
BS
Chip Edwards Chip Edwards's Evergreen Investments Experience 2005 - 2009
Job Technology Manager at LPL Financial
Industry Investment Management
Experience
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
Eric Zarkovich, CFA Eric Zarkovich, CFA's Evergreen Investments Experience 2003 - 2007
Job Co Founder at Good River Beer, LLC
Industry Investment Management
Experience
Good River Beer, LLC April 2015 - Present
CSAA Insurance Group May 2012 - March 2015
Sawgrass Asset Management January 2011 - May 2012
Hewlett-Packard April 2008 - January 2011
Evergreen Investments 2003 - 2007
Oxford Life Insurance Company 1997 - 2003
Skills
Investment Strategies, Portfolios, Asset Management, Portfolio Management, Investments, Fixed Income, Industry Analysis, Hedge Funds, Equity Research, Institutional Clients, Private Equity, Financial Modeling, Valuation, Capital, Bloomberg, Bonds, Trading, Equities, Financial Analysis, Derivatives
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Arizona State University 1993 — 1996
BS, Finance
Good River Beer, LLC April 2015 - Present
CSAA Insurance Group May 2012 - March 2015
Sawgrass Asset Management January 2011 - May 2012
Hewlett-Packard April 2008 - January 2011
Evergreen Investments 2003 - 2007
Oxford Life Insurance Company 1997 - 2003
Skills
Investment Strategies, Portfolios, Asset Management, Portfolio Management, Investments, Fixed Income, Industry Analysis, Hedge Funds, Equity Research, Institutional Clients, Private Equity, Financial Modeling, Valuation, Capital, Bloomberg, Bonds, Trading, Equities, Financial Analysis, Derivatives
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Arizona State University 1993 — 1996
BS, Finance
Aliana Pineiro's Evergreen Investments Experience May 2005 - July 2006
Job Experienced impact evaluator and program manager
Industry Nonprofit Organization Management
Experience
Runa Foundation August 2014 - July 2015
Fundación Runa January 2012 - July 2014
Fundación Runa June 2011 - August 2011
B Lab February 2011 - June 2011
ClearBridge Investments September 2009 - January 2011
ClearBridge Investments August 2006 - September 2009
Evergreen Investments May 2005 - July 2006
Skills
Impact Assessment, Project Management, International..., Analysis, Financial Modeling, Salesforce.com, Qualitative Research, Quantitative Research, Leadership, Community Outreach, Management, Investments, Strategy, Spanish, Community Development, Grant Writing, Fundraising, Microsoft Excel, International Relations, Survey Design, Event Planning, Customer Service, Program Management, Editing, Finance, Research, Nonprofits, Public Speaking, Social Media
Education
New School University 2009 — 2012
MA, International Affairs
Boston University 2001 — 2005
BA, International Relations
Brookline High School
Runa Foundation August 2014 - July 2015
Fundación Runa January 2012 - July 2014
Fundación Runa June 2011 - August 2011
B Lab February 2011 - June 2011
ClearBridge Investments September 2009 - January 2011
ClearBridge Investments August 2006 - September 2009
Evergreen Investments May 2005 - July 2006
Skills
Impact Assessment, Project Management, International..., Analysis, Financial Modeling, Salesforce.com, Qualitative Research, Quantitative Research, Leadership, Community Outreach, Management, Investments, Strategy, Spanish, Community Development, Grant Writing, Fundraising, Microsoft Excel, International Relations, Survey Design, Event Planning, Customer Service, Program Management, Editing, Finance, Research, Nonprofits, Public Speaking, Social Media
Education
New School University 2009 — 2012
MA, International Affairs
Boston University 2001 — 2005
BA, International Relations
Brookline High School
Sean Cashman's Evergreen Investments Experience June 1999 - November 2004
Job Fire Lieutenant EMTP, Scituate Fire Department
Industry Public Safety
Experience
Scituate Fire Board Of DirectorsHingham Federal Credit UnionAugust 2010 - Present
Evergreen Investments June 1999 - November 2004
Skills
Management, Financial Services, Leadership, Financial Analysis, Asset Management, Business Continuity, Security, Risk Management, Process Improvement, Operations Management, Mutual Funds, Disaster Recovery, Portfolio Management, Strategy
Education
Boston College 1993 — 1997
Master of Business Administration (M.B.A.), Finance, General
Boston College 1983 — 1987
Bachelor's degree, Accounting
Scituate Fire Board Of DirectorsHingham Federal Credit UnionAugust 2010 - Present
Evergreen Investments June 1999 - November 2004
Skills
Management, Financial Services, Leadership, Financial Analysis, Asset Management, Business Continuity, Security, Risk Management, Process Improvement, Operations Management, Mutual Funds, Disaster Recovery, Portfolio Management, Strategy
Education
Boston College 1993 — 1997
Master of Business Administration (M.B.A.), Finance, General
Boston College 1983 — 1987
Bachelor's degree, Accounting
Richard Welsh, CFA Richard Welsh, CFA's Evergreen Investments Experience July 1999 - November 2001
Job Principal at Liquid Capital Partners
Industry Financial Services
Experience
Merrill Lynch April 2010 - February 2011
ING Investment Management July 2003 - August 2008
Columbus Circle Investors June 2002 - May 2004
Evergreen Investments July 1999 - November 2001
American Century Investments August 1994 - June 1999
Brown Brothers Harriman July 1990 - December 1992
Skills
Capital Markets, Wealth Management, Investment Management, Financial Analysis, Investor Relations, Equity Valuation, Risk Management, Equity Research, Portfolio Management, Investor Marketing, Financial Modeling, Research Management, Financial Services, Corporate Finance, Banking, Finance
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance/Accounting
Boston University 1986 — 1990
BA, Economics, Cum Laude
The Lawrenceville School 1985 — 1986
Tabor Academy 1982 — 1985
Merrill Lynch April 2010 - February 2011
ING Investment Management July 2003 - August 2008
Columbus Circle Investors June 2002 - May 2004
Evergreen Investments July 1999 - November 2001
American Century Investments August 1994 - June 1999
Brown Brothers Harriman July 1990 - December 1992
Skills
Capital Markets, Wealth Management, Investment Management, Financial Analysis, Investor Relations, Equity Valuation, Risk Management, Equity Research, Portfolio Management, Investor Marketing, Financial Modeling, Research Management, Financial Services, Corporate Finance, Banking, Finance
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance/Accounting
Boston University 1986 — 1990
BA, Economics, Cum Laude
The Lawrenceville School 1985 — 1986
Tabor Academy 1982 — 1985
Austine Robinson, PMP's Evergreen Investments Experience February 2005 - October 2010
Job
Industry Information Technology and Services
Experience
Brown Brothers Harriman September 2010 - June 2013
Evergreen Investments February 2005 - October 2010
Fidelity Investments March 2004 - December 2004
NEC January 1993 - March 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's
Wellesley College
B.A.
Brown Brothers Harriman September 2010 - June 2013
Evergreen Investments February 2005 - October 2010
Fidelity Investments March 2004 - December 2004
NEC January 1993 - March 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's
Wellesley College
B.A.
John Scully John Scully's Evergreen Investments Experience July 2007 - January 2010
Job Senior Vice President at Nuveen Securities
Industry Financial Services
Experience
Nuveen Securities January 2010 - Present
Evergreen Investments July 2007 - January 2010
MFS Investment Management June 1994 - July 2007
GMO May 1993 - June 1994
Skills
Financial Advisory, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Asset Allocation, Asset Management, Equities, Wealth Management, Fixed Income, Investment Strategies, Hedge Funds, ETFs, Securities, Portfolio Management, Investment Advisory, Series 24, Series 65, Separately Managed..., Investment Management, Capital Markets, Uniform Combined State..., Series 6, 401k, Risk Management, Strategic Financial..., Retirement Planning, Bonds, Estate Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Business
St. Lawrence University 1989 — 1993
BA, History/Economics
Pingree School 1985 — 1989
Nuveen Securities January 2010 - Present
Evergreen Investments July 2007 - January 2010
MFS Investment Management June 1994 - July 2007
GMO May 1993 - June 1994
Skills
Financial Advisory, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Asset Allocation, Asset Management, Equities, Wealth Management, Fixed Income, Investment Strategies, Hedge Funds, ETFs, Securities, Portfolio Management, Investment Advisory, Series 24, Series 65, Separately Managed..., Investment Management, Capital Markets, Uniform Combined State..., Series 6, 401k, Risk Management, Strategic Financial..., Retirement Planning, Bonds, Estate Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Business
St. Lawrence University 1989 — 1993
BA, History/Economics
Pingree School 1985 — 1989
Brian P. O'Connell's Evergreen Investments Experience 2007 - 2008
Job Client Development at KLS Diversified Asset Management LP
Industry Investment Management
Experience
KLS Diversified Asset Management LP September 2014 - Present
Post Crossing Asset Management, LLC May 2013 - Present
Spurwink River Consulting February 2013 - May 2013
Cole Real Estate Investments November 2011 - December 2012
DDJ Capital Management 2008 - 2011
Evergreen Investments 2007 - 2008
Trusco Capital Management January 2005 - July 2007
Evergreen Investments 2007 - 2007
RogersCasey (formerly CRA Rogerscasey ) 1998 - 2005
SEI 1991 - 2000
Skills
Hedge Funds, Fixed Income, Investment Strategies, Investments, Portfolio Management, Equities, Alternative Investments, Mutual Funds, Investment Management, Asset Management, Asset Allocation, Financial Advisory, Series 7, Investment Advisory, Capital Markets, Asset Managment, Securities, Series 63, Equity Research, Wealth Management, Due Diligence, Retirement, Endowments, Financial Services, Strategy, Investor Relations, Series 24, Investment Banking, Pension Funds, Bonds, Separately Managed..., Bloomberg, Fund Of Funds, Institutional, Structured Finance, ETFs, FINRA, 401k, Financial Markets, Series 65, Structured Products, Institutional..., Private Equity, Valuation, Emerging Markets, Pensions, Financial Modeling, Options, High Net Worth..., Client Service
Education
Bentley University 1974 — 1979
Marketing - Major Finance - Minor
KLS Diversified Asset Management LP September 2014 - Present
Post Crossing Asset Management, LLC May 2013 - Present
Spurwink River Consulting February 2013 - May 2013
Cole Real Estate Investments November 2011 - December 2012
DDJ Capital Management 2008 - 2011
Evergreen Investments 2007 - 2008
Trusco Capital Management January 2005 - July 2007
Evergreen Investments 2007 - 2007
RogersCasey (formerly CRA Rogerscasey ) 1998 - 2005
SEI 1991 - 2000
Skills
Hedge Funds, Fixed Income, Investment Strategies, Investments, Portfolio Management, Equities, Alternative Investments, Mutual Funds, Investment Management, Asset Management, Asset Allocation, Financial Advisory, Series 7, Investment Advisory, Capital Markets, Asset Managment, Securities, Series 63, Equity Research, Wealth Management, Due Diligence, Retirement, Endowments, Financial Services, Strategy, Investor Relations, Series 24, Investment Banking, Pension Funds, Bonds, Separately Managed..., Bloomberg, Fund Of Funds, Institutional, Structured Finance, ETFs, FINRA, 401k, Financial Markets, Series 65, Structured Products, Institutional..., Private Equity, Valuation, Emerging Markets, Pensions, Financial Modeling, Options, High Net Worth..., Client Service
Education
Bentley University 1974 — 1979
Marketing - Major Finance - Minor
Beth Remy's Evergreen Investments Experience October 2006 - July 2008
Job Proprietor of Virgin & Aged Gourmet Oils and Vinegars
Industry Retail
Experience
Virgin & Aged March 2011 - Present
Evergreen Investments October 2006 - July 2008
Morgan Stanley December 2004 - June 2005
Veritude September 2003 - December 2003
Janus Capital Group August 2002 - March 2003
ING Funds January 2002 - July 2002
Fidelity Investments October 1996 - September 2001
Signature Financial Group October 1989 - September 1996
The Boston Company 1988 - 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
M.S., Finance
Boston University Questrom School of Business 1983 — 1987
B.S., Finance and Marketing
Virgin & Aged March 2011 - Present
Evergreen Investments October 2006 - July 2008
Morgan Stanley December 2004 - June 2005
Veritude September 2003 - December 2003
Janus Capital Group August 2002 - March 2003
ING Funds January 2002 - July 2002
Fidelity Investments October 1996 - September 2001
Signature Financial Group October 1989 - September 1996
The Boston Company 1988 - 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
M.S., Finance
Boston University Questrom School of Business 1983 — 1987
B.S., Finance and Marketing
Cindy Trowill Plehn's Evergreen Investments Experience 2007 - 2008
Job Licensed Associate Real Estate Broker at The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group November 2011 - Present
Citi Habitats October 2009 - November 2011
Plehn Perspectives January 2002 - September 2009
Evergreen Investments 2007 - 2008
Reserve Management 2002 - 2003
Credit Suisse 2000 - 2001
American Express TRS 1989 - 2000
American Express 1989 - 2000
Skills
Marketing Strategy, Strategy, Marketing, Management, Sales, Strategic Planning, Advertising, Online Marketing, Business Development, Strategic Partnerships, Financial Services, Business Strategy, Investments, Market Research, Real Estate, Mergers & Acquisitions, Project Management, Executive Management, Consulting, Negotiation, Direct Marketing, Marketing Communications, Business Planning, Sales Management, Rentals, Investment Properties, Sales Operations, Real Estate Transactions, Customer Acquisition, Public Relations
Education
New York University 1983 — 1996
MPA, Marketing & Management
University of Denver 1980 — 1982
BS, Chemistry
Bard College 1978 — 1980
Chemistry/Art History
The Corcoran Group November 2011 - Present
Citi Habitats October 2009 - November 2011
Plehn Perspectives January 2002 - September 2009
Evergreen Investments 2007 - 2008
Reserve Management 2002 - 2003
Credit Suisse 2000 - 2001
American Express TRS 1989 - 2000
American Express 1989 - 2000
Skills
Marketing Strategy, Strategy, Marketing, Management, Sales, Strategic Planning, Advertising, Online Marketing, Business Development, Strategic Partnerships, Financial Services, Business Strategy, Investments, Market Research, Real Estate, Mergers & Acquisitions, Project Management, Executive Management, Consulting, Negotiation, Direct Marketing, Marketing Communications, Business Planning, Sales Management, Rentals, Investment Properties, Sales Operations, Real Estate Transactions, Customer Acquisition, Public Relations
Education
New York University 1983 — 1996
MPA, Marketing & Management
University of Denver 1980 — 1982
BS, Chemistry
Bard College 1978 — 1980
Chemistry/Art History
Greg Walters Greg Walters's Evergreen Investments Experience March 1997 - July 2000
Job Director, Global Sales Analytics at Oracle
Industry Computer Software
Experience
Oracle September 2015 - Present
Symantec July 2014 - September 2015
Symantec March 2012 - June 2014
Independent Finance & Strategy Consultant August 2011 - March 2012
Clearwire July 2010 - April 2011
Sprint Nextel August 2003 - April 2010
Sanford C. Bernstein August 2001 - December 2002
RBC Dain Rauscher August 2000 - August 2001
Evergreen Investments March 1997 - July 2000
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Forecasting, Business Strategy, Business Development, Strategy, Budgets, Mergers, Competitive Analysis, Corporate Finance, Business Planning, Strategic Financial..., Mergers & Acquisitions, Management, P&L Management, Valuation, Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
Harvard University Extension School 1998 — 2000
Graduate Certificate of Special Studies, Management & Administration
Boston University
BA, English & Philosophy
Oracle September 2015 - Present
Symantec July 2014 - September 2015
Symantec March 2012 - June 2014
Independent Finance & Strategy Consultant August 2011 - March 2012
Clearwire July 2010 - April 2011
Sprint Nextel August 2003 - April 2010
Sanford C. Bernstein August 2001 - December 2002
RBC Dain Rauscher August 2000 - August 2001
Evergreen Investments March 1997 - July 2000
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Forecasting, Business Strategy, Business Development, Strategy, Budgets, Mergers, Competitive Analysis, Corporate Finance, Business Planning, Strategic Financial..., Mergers & Acquisitions, Management, P&L Management, Valuation, Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
Harvard University Extension School 1998 — 2000
Graduate Certificate of Special Studies, Management & Administration
Boston University
BA, English & Philosophy
Mike Yeomans's Evergreen Investments Experience 2002 - 2004
Job Director, Business Development & Client Service
Industry Investment Management
Experience
DDJ Capital Management April 2004 - Present
Evergreen Investments 2002 - 2004
Panagora Asset Management November 1999 - March 2002
The Boston Company 1997 - 1999
Skills
Hedge Funds, Private Equity, High Yield, Fixed Income, Asset Management, Alternative Investments, Investments, Institutional, Credit, Bonds, Investor Relations, New Business Development, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MBA
Norwich University 1992 — 1996
BA
Framingham High School 1988 — 1992
High School Diploma
DDJ Capital Management April 2004 - Present
Evergreen Investments 2002 - 2004
Panagora Asset Management November 1999 - March 2002
The Boston Company 1997 - 1999
Skills
Hedge Funds, Private Equity, High Yield, Fixed Income, Asset Management, Alternative Investments, Investments, Institutional, Credit, Bonds, Investor Relations, New Business Development, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MBA
Norwich University 1992 — 1996
BA
Framingham High School 1988 — 1992
High School Diploma
Cheryl Casey, CFP Cheryl Casey, CFP's Evergreen Investments Experience 1996 - 2001
Job Former Senior Vice President at Dreyfus in South Florida
Industry Financial Services
Experience
Dreyfus August 2007 - August 2015
MainStay Investments (New York Life) April 2004 - August 2007
Putnam Investments 2000 - 2003
Evergreen Investments 1996 - 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Investment Advisory, Asset Allocation, Financial Services, Retirement Planning, Wealth Management, Series 63, Alternative Investments, Fixed Annuities, Variable Annuities, Series 65, Investments, Certified Financial..., Life Insurance, Portfolio Management, Securities, Investment Strategies
Education
Auburn University
International Business
Dreyfus August 2007 - August 2015
MainStay Investments (New York Life) April 2004 - August 2007
Putnam Investments 2000 - 2003
Evergreen Investments 1996 - 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Investment Advisory, Asset Allocation, Financial Services, Retirement Planning, Wealth Management, Series 63, Alternative Investments, Fixed Annuities, Variable Annuities, Series 65, Investments, Certified Financial..., Life Insurance, Portfolio Management, Securities, Investment Strategies
Education
Auburn University
International Business
Elizabeth Kennedy Elizabeth Kennedy's Evergreen Investments Experience 2006 - 2007
Job Sr. Project Manager Energy Advisory Services at Center for Sustainable Energy (CSE)
Industry Renewables & Environment
Experience
Center for Sustainable Energy (CSE) September 2015 - Present
Massachusetts Clean Energy Center July 2011 - July 2015
Massachusetts Clean Energy Center August 2009 - August 2011
Massachusetts Technology Collaborative October 2008 - 2009
Massachusetts Technology Collaborative May 2007 - October 2008
Evergreen Investments 2006 - 2007
Donovan Hatem LLP 2004 - 2005
Skills
Sustainability, Renewable Energy, Energy Policy, Solar Energy, Energy Efficiency, Program Management, Project Management, Team Management, Photovoltaics, Environmental Awareness, Start-ups, Energy, Business Strategy, Project Finance, Strategic Planning, Alternative Energy, Sustainable Energy, Management, Policy, Business Planning, Wind, Strategic Program...
Education
Boston University - School of Management 2008 — 2011
MBA
Connecticut College 2001 — 2004
BA, Environmental Science
Center for Sustainable Energy (CSE) September 2015 - Present
Massachusetts Clean Energy Center July 2011 - July 2015
Massachusetts Clean Energy Center August 2009 - August 2011
Massachusetts Technology Collaborative October 2008 - 2009
Massachusetts Technology Collaborative May 2007 - October 2008
Evergreen Investments 2006 - 2007
Donovan Hatem LLP 2004 - 2005
Skills
Sustainability, Renewable Energy, Energy Policy, Solar Energy, Energy Efficiency, Program Management, Project Management, Team Management, Photovoltaics, Environmental Awareness, Start-ups, Energy, Business Strategy, Project Finance, Strategic Planning, Alternative Energy, Sustainable Energy, Management, Policy, Business Planning, Wind, Strategic Program...
Education
Boston University - School of Management 2008 — 2011
MBA
Connecticut College 2001 — 2004
BA, Environmental Science
Robert Dufresne Robert Dufresne's Evergreen Investments Experience 1999 - 2001
Job Manager, Equity Mutual Funds & Asset Allocation Products at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF April 2014 - Present
Tamarack Advisors, LLC March 2009 - April 2014
Concept Communications, Inc. July 2008 - March 2009
bGG Advertising, Inc. 2002 - July 2008
CDC IXIS Asset Management 2000 - 2002
Evergreen Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Putnam Investments 1991 - 1992
Skills
Mutual Funds, Marketing, Account Management, Change Management, Marketing Communications, Advertising, Series 6, Series 63, Social Media Marketing, Wealth Management, Alternative Investments, Marketing Strategy, Asset Managment, Digital Marketing, Investments, Product Management, Business Strategy, New Business Development, Project Management, Management, Sales, Financial Services, Analysis, CRM, Business Development, Integrated Marketing, Asset Management, Direct Marketing, Leadership, Strategy
Education
Boston University 1994 — 1996
MBA, Business
Plymouth State University 1987 — 1991
BS, Business Administration
Bishop Guertin H.S. 1983 — 1987
TIAA-CREF April 2014 - Present
Tamarack Advisors, LLC March 2009 - April 2014
Concept Communications, Inc. July 2008 - March 2009
bGG Advertising, Inc. 2002 - July 2008
CDC IXIS Asset Management 2000 - 2002
Evergreen Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Putnam Investments 1991 - 1992
Skills
Mutual Funds, Marketing, Account Management, Change Management, Marketing Communications, Advertising, Series 6, Series 63, Social Media Marketing, Wealth Management, Alternative Investments, Marketing Strategy, Asset Managment, Digital Marketing, Investments, Product Management, Business Strategy, New Business Development, Project Management, Management, Sales, Financial Services, Analysis, CRM, Business Development, Integrated Marketing, Asset Management, Direct Marketing, Leadership, Strategy
Education
Boston University 1994 — 1996
MBA, Business
Plymouth State University 1987 — 1991
BS, Business Administration
Bishop Guertin H.S. 1983 — 1987
Shannon Burgett Shannon Burgett's Evergreen Investments Experience November 2005 - January 2008
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Piedmont Capital Distributors April 2011 - November 2011
Nationwide Insurance May 2010 - April 2011
LPL Financial April 2009 - May 2010
Allianz Life January 2008 - March 2009
Evergreen Investments November 2005 - January 2008
Evergreen Investments March 2002 - November 2005
First Union Securities May 1999 - March 2002
First Union National Bank October 1998 - May 1999
First Union National Bank September 1997 - October 1998
Skills
Investments, Mutual Funds, Strategy, Financial Services, Strategic Financial..., Insurance, Retirement, Risk Management, Fixed Annuities, Management, Finance, Sales, Equities, Financial Advisory, Banking, Sales Operations, Business Planning, 401k, Marketing Strategy, Estate Planning
Education
Appalachian State University 1993 — 1996
BS, Industrial/Organizational Psychology
Fidelity Investments November 2011 - Present
Piedmont Capital Distributors April 2011 - November 2011
Nationwide Insurance May 2010 - April 2011
LPL Financial April 2009 - May 2010
Allianz Life January 2008 - March 2009
Evergreen Investments November 2005 - January 2008
Evergreen Investments March 2002 - November 2005
First Union Securities May 1999 - March 2002
First Union National Bank October 1998 - May 1999
First Union National Bank September 1997 - October 1998
Skills
Investments, Mutual Funds, Strategy, Financial Services, Strategic Financial..., Insurance, Retirement, Risk Management, Fixed Annuities, Management, Finance, Sales, Equities, Financial Advisory, Banking, Sales Operations, Business Planning, 401k, Marketing Strategy, Estate Planning
Education
Appalachian State University 1993 — 1996
BS, Industrial/Organizational Psychology
Crosley Jackson Crosley Jackson's Evergreen Investments Experience November 2006 - June 2008
Job Associate Sales Consultant at Oracle
Industry Computer Software
Experience
Oracle June 2013 - Present
Wells Fargo February 2012 - May 2013
Wells Fargo June 2010 - May 2012
Wells Fargo (Formerly Evergreen Investments) November 2006 - June 2010
Evergreen Investments November 2006 - June 2008
Evergreen Investments September 2005 - November 2006
Skills
Team Leadership, Financial Analysis, Financial Reporting, Organizational..., Process Efficiency, Financial Audits, Strategic Thinking, Motivated self-starter, Situational Leadership, Microsoft Office, Relationship Management, Time Management, Business Process..., Business Analysis, Analysis, Management, Process Improvement, Leadership, Project Management, Training, Finance, Portfolio Management, Access, Essbase, Hyperion Planning, Hyperion EPM, Hyperion Financial..., EPM
Education
Boston University - School of Management 2010 — 2013
MBA, Business Administration
University of Rhode Island - College of Business Administration 1999 — 2005
BS, Business Administration
Oracle June 2013 - Present
Wells Fargo February 2012 - May 2013
Wells Fargo June 2010 - May 2012
Wells Fargo (Formerly Evergreen Investments) November 2006 - June 2010
Evergreen Investments November 2006 - June 2008
Evergreen Investments September 2005 - November 2006
Skills
Team Leadership, Financial Analysis, Financial Reporting, Organizational..., Process Efficiency, Financial Audits, Strategic Thinking, Motivated self-starter, Situational Leadership, Microsoft Office, Relationship Management, Time Management, Business Process..., Business Analysis, Analysis, Management, Process Improvement, Leadership, Project Management, Training, Finance, Portfolio Management, Access, Essbase, Hyperion Planning, Hyperion EPM, Hyperion Financial..., EPM
Education
Boston University - School of Management 2010 — 2013
MBA, Business Administration
University of Rhode Island - College of Business Administration 1999 — 2005
BS, Business Administration
Lyman H. Jackson, CFP® Lyman H. Jackson, CFP®'s Evergreen Investments Experience September 1992 - December 1996
Job Managing Partner at Financial Planning Solutions, LLC
Industry Financial Services
Experience
Financial Planning Solutions, LLC September 2013 - Present
Massachusetts Congregational Fund 2013 - Present
Jackson Financial Advisors January 2006 - August 2013
Holm Investment Advisors January 2004 - December 2005
Solomon Financial, Inc January 2003 - December 2003
Columbia Management September 2000 - December 2002
Scudder Investments December 1996 - September 2000
Evergreen Investments September 1992 - December 1996
First Data Corporation January 1992 - September 1992
Fidelity Investments September 1988 - January 1991
Skills
Retirement Planning, Financial Planners, Investments, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Asset Managment, Strategic Financial..., Investment Strategies, Investment Management, Mutual Funds
Education
Boston University 2003 — 2004
Certified Financial PlannerTM, Financial Planning
Bentley University 1994 — 1995
Certificate, Pensions & Employee Benefits
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Marketing and International Finance
Boston University - School of Management 1981 — 1983
BSBA, Marketing
Boston University 1979 — 1981
College of General Studies
Laconia High School
Financial Planning Solutions, LLC September 2013 - Present
Massachusetts Congregational Fund 2013 - Present
Jackson Financial Advisors January 2006 - August 2013
Holm Investment Advisors January 2004 - December 2005
Solomon Financial, Inc January 2003 - December 2003
Columbia Management September 2000 - December 2002
Scudder Investments December 1996 - September 2000
Evergreen Investments September 1992 - December 1996
First Data Corporation January 1992 - September 1992
Fidelity Investments September 1988 - January 1991
Skills
Retirement Planning, Financial Planners, Investments, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Asset Managment, Strategic Financial..., Investment Strategies, Investment Management, Mutual Funds
Education
Boston University 2003 — 2004
Certified Financial PlannerTM, Financial Planning
Bentley University 1994 — 1995
Certificate, Pensions & Employee Benefits
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Marketing and International Finance
Boston University - School of Management 1981 — 1983
BSBA, Marketing
Boston University 1979 — 1981
College of General Studies
Laconia High School
Jignesh (Jay) Rajgor's Evergreen Investments Experience January 2001 - November 2005
Job Enterprise DB technology /Strategy Manager (MBA, PMP, MCDBA)
Industry Financial Services
Experience
TJX August 2009 - Present
John Hancock Financials September 2005 - August 2009
Manulife Financial September 2005 - August 2009
Evergreen Investments January 2001 - November 2005
Zydus Cadila April 1999 - October 2000
Harsha Engineers Ltd., Changodar , Ahmedabad August 1996 - March 1999
Skills
IT Management, Business Intelligence, Enterprise Architecture, IT Strategy, IT Outsourcing, Managed Services, Virtualization, Agile Project Management, Database Administration, Microsoft SQL Server, Oracle, SDLC, Data Warehousing, SSRS, ITIL, SSIS, Analysis Services, Cloud Computing
Education
Bryant University 2005 — 2008
Master of Business Administration (MBA), (IT Strategy)
L. D. College of Engineering 1994 — 1998
BS, Computer Engineering
TJX August 2009 - Present
John Hancock Financials September 2005 - August 2009
Manulife Financial September 2005 - August 2009
Evergreen Investments January 2001 - November 2005
Zydus Cadila April 1999 - October 2000
Harsha Engineers Ltd., Changodar , Ahmedabad August 1996 - March 1999
Skills
IT Management, Business Intelligence, Enterprise Architecture, IT Strategy, IT Outsourcing, Managed Services, Virtualization, Agile Project Management, Database Administration, Microsoft SQL Server, Oracle, SDLC, Data Warehousing, SSRS, ITIL, SSIS, Analysis Services, Cloud Computing
Education
Bryant University 2005 — 2008
Master of Business Administration (MBA), (IT Strategy)
L. D. College of Engineering 1994 — 1998
BS, Computer Engineering
Kiran Nama, PMP Kiran Nama, PMP's Evergreen Investments Experience October 2006 - January 2008
Job Project Manager at Infosys
Industry Information Technology and Services
Experience
Nordstrom October 2014 - Present
Gap Inc. January 2009 - September 2014
Wells Fargo February 2008 - February 2009
Evergreen Investments October 2006 - January 2008
Skills
SDLC, SQL, Management, Requirements Analysis, Testing, Microsoft Office, Software Development, Microsoft SQL Server, XML, Oracle Applications, Agile Testing, Oracle, Requirements Gathering, Integration, Agile Methodologies, Pre-sales, DB2, Project Managers, POS, Retail, Software Project..., Business Analysis, Project Management, Solution Architecture, Data Warehousing, Global Delivery, User Acceptance Testing, Test Planning, Quality Assurance, System Testing, Test Management, Unix, Regression Testing, Software Quality..., Business Requirements, Databases, Test Strategy, Data Migration, Test Cases, Defect Tracking, Program Management, PL/SQL, Consulting, Agile Project Management, Business Intelligence, HP Quality Center, IT Strategy, Analysis, Visio, Business Process
Education
Andhra University 1998 — 2002
B.E., Electronics & Communications
Nordstrom October 2014 - Present
Gap Inc. January 2009 - September 2014
Wells Fargo February 2008 - February 2009
Evergreen Investments October 2006 - January 2008
Skills
SDLC, SQL, Management, Requirements Analysis, Testing, Microsoft Office, Software Development, Microsoft SQL Server, XML, Oracle Applications, Agile Testing, Oracle, Requirements Gathering, Integration, Agile Methodologies, Pre-sales, DB2, Project Managers, POS, Retail, Software Project..., Business Analysis, Project Management, Solution Architecture, Data Warehousing, Global Delivery, User Acceptance Testing, Test Planning, Quality Assurance, System Testing, Test Management, Unix, Regression Testing, Software Quality..., Business Requirements, Databases, Test Strategy, Data Migration, Test Cases, Defect Tracking, Program Management, PL/SQL, Consulting, Agile Project Management, Business Intelligence, HP Quality Center, IT Strategy, Analysis, Visio, Business Process
Education
Andhra University 1998 — 2002
B.E., Electronics & Communications
Michael Weiss, CFA Michael Weiss, CFA's Evergreen Investments Experience 2002 - 2005
Job
Industry Education Management
Experience
Series 7 Exam Tutor 2011 - Present
Managers Investment Group 2008 - 2011
Timeless Capital Management 2005 - 2008
Evergreen Investments 2002 - 2005
Merrill Lynch Investment Managers 1997 - 2002
Lipper Analytical Services 1993 - 1997
Value Line 1991 - 1992
Skills
Mutual Funds, Portfolio Management, Series 7 Exam, Fixed Income, Series 63, Valuation, Investment Management, Series 6 Exam, Series 63 Exam, Equities, Investments, Asset Management, Series 66 Exam, Corporate Finance, Uniform Combined State..., Securities, Series 7, Series 65 Exam, Value Investing, Investment Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
MBA, Finance & Investments
Series 7 Exam Tutor 2011 - Present
Managers Investment Group 2008 - 2011
Timeless Capital Management 2005 - 2008
Evergreen Investments 2002 - 2005
Merrill Lynch Investment Managers 1997 - 2002
Lipper Analytical Services 1993 - 1997
Value Line 1991 - 1992
Skills
Mutual Funds, Portfolio Management, Series 7 Exam, Fixed Income, Series 63, Valuation, Investment Management, Series 6 Exam, Series 63 Exam, Equities, Investments, Asset Management, Series 66 Exam, Corporate Finance, Uniform Combined State..., Securities, Series 7, Series 65 Exam, Value Investing, Investment Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
MBA, Finance & Investments
Daniel Sievers, CFA's Evergreen Investments Experience June 2008 - September 2009
Job Research Analyst at Fiduciary Management, Inc.
Industry Investment Management
Experience
Fiduciary Management, Inc. September 2009 - Present
Evergreen Investments June 2008 - September 2009
Skills
Equity Research, Bloomberg, Equity Valuation, Financial Modeling, Value Investing
Education
Boston College 2004 — 2008
Bachelor's degree, Mathematics
Fiduciary Management, Inc. September 2009 - Present
Evergreen Investments June 2008 - September 2009
Skills
Equity Research, Bloomberg, Equity Valuation, Financial Modeling, Value Investing
Education
Boston College 2004 — 2008
Bachelor's degree, Mathematics
Stuart Patrick's Evergreen Investments Experience May 1997 - December 1999
Job Director of Infrastructure and Governance at John Hancock Investments
Industry Insurance
Experience
John Hancock Investments May 2015 - Present
John Hancock Financial Services January 2008 - May 2015
John Hancock Financial Services March 2000 - January 2008
Evergreen Investments May 1997 - December 1999
Brown Brothers Harriman & Co. April 1995 - May 1997
The Shareholder Services Group November 1988 - April 1995
Skills
Financial Services, Vendor Management, Business Analysis, Mutual Funds, SDLC, SQL, Microsoft SQL Server, Data Center, Project Planning, Quality Assurance, Disaster Recovery, Change Management, Information Technology, Databases, Management, System Deployment, Project Management, Business Continuity, SharePoint, Software Documentation, Data Warehousing
Education
Blue Hills Technical Institute
Associates Degree, Data Processing and Computer Programming
Boston University
Project Management Certificate Program, Project Management
John Hancock Investments May 2015 - Present
John Hancock Financial Services January 2008 - May 2015
John Hancock Financial Services March 2000 - January 2008
Evergreen Investments May 1997 - December 1999
Brown Brothers Harriman & Co. April 1995 - May 1997
The Shareholder Services Group November 1988 - April 1995
Skills
Financial Services, Vendor Management, Business Analysis, Mutual Funds, SDLC, SQL, Microsoft SQL Server, Data Center, Project Planning, Quality Assurance, Disaster Recovery, Change Management, Information Technology, Databases, Management, System Deployment, Project Management, Business Continuity, SharePoint, Software Documentation, Data Warehousing
Education
Blue Hills Technical Institute
Associates Degree, Data Processing and Computer Programming
Boston University
Project Management Certificate Program, Project Management
Sarah Keyes Sarah Keyes's Evergreen Investments Experience January 2001 - May 2001
Job Trading and Investment Operations Professional
Industry Investment Management
Experience
Bain Capital March 2004 - July 2015
State Street May 2001 - March 2004
Evergreen Investments January 2001 - May 2001
Jefferson Pilot Financial May 2000 - August 2000
Jefferson Pilot Financial May 1999 - August 1999
Skills
Bloomberg, Mutual Funds, Trading, Equities, Investments, Hedge Funds, Fixed Income, Securities, Alternative Investments, Trade Settlements
Education
Boston University 2003 — 2008
Masters, Financial Economics, 3.62
Suffolk University - Sawyer Business School 1998 — 2002
BSBA, Finance, Minor Accounting, 3.5
Bain Capital March 2004 - July 2015
State Street May 2001 - March 2004
Evergreen Investments January 2001 - May 2001
Jefferson Pilot Financial May 2000 - August 2000
Jefferson Pilot Financial May 1999 - August 1999
Skills
Bloomberg, Mutual Funds, Trading, Equities, Investments, Hedge Funds, Fixed Income, Securities, Alternative Investments, Trade Settlements
Education
Boston University 2003 — 2008
Masters, Financial Economics, 3.62
Suffolk University - Sawyer Business School 1998 — 2002
BSBA, Finance, Minor Accounting, 3.5
Mike Kodzis's Evergreen Investments Experience January 2000 - July 2002
Job International Equity Trader at Oechsle International Advisors
Industry Investment Management
Experience
Oechsle International Advisors October 2004 - Present
Thomas Weisel Partners July 2002 - October 2004
Evergreen Investments January 2000 - July 2002
State Street Bank January 1998 - January 2000
Skills
International Trading, Equity Trading, SMA Trading, Program Trading, FX trading, ADR Conversions, Bloomberg, Hedge Funds, Series 7, Trading Systems, Asset Managment, Trading, Investments, Equities, Asset Management, Emerging Markets, Fixed Income, Capital Markets, Foreign Exchange, ETFs, Factset, Options
Education
Bentley University
BS, Finance
University of Massachusetts at Amherst - Isenberg School of Management
Oechsle International Advisors October 2004 - Present
Thomas Weisel Partners July 2002 - October 2004
Evergreen Investments January 2000 - July 2002
State Street Bank January 1998 - January 2000
Skills
International Trading, Equity Trading, SMA Trading, Program Trading, FX trading, ADR Conversions, Bloomberg, Hedge Funds, Series 7, Trading Systems, Asset Managment, Trading, Investments, Equities, Asset Management, Emerging Markets, Fixed Income, Capital Markets, Foreign Exchange, ETFs, Factset, Options
Education
Bentley University
BS, Finance
University of Massachusetts at Amherst - Isenberg School of Management
Kelli Conway's Evergreen Investments Experience May 2007 - May 2008
Job Senior Business Systems Analyst at Boston Scientific
Industry Information Technology and Services
Experience
Boston Scientific March 2015 - Present
Boston Scientific June 2012 - February 2015
athenahealth April 2013 - October 2013
Boston Scientific April 2011 - June 2012
Epsilon September 2010 - April 2011
Epsilon June 2009 - September 2010
Staples, Inc. September 2008 - May 2009
Ernst & Young June 2008 - August 2008
Evergreen Investments May 2007 - May 2008
Skills
Software Documentation, Software, Visio, Analytics, Data Analysis, Business Analysis, Process Improvement, Access, SharePoint, SQL, MS Project, Requirements Gathering, Project Management, SAS, SDLC, Microsoft Excel, Systems Analysis, PowerPoint, Business Intelligence, Requirements Analysis
Education
Bentley University 2005 — 2009
BS, Finance, IT
Keene High School 2001 — 2005
Diploma
Boston Scientific March 2015 - Present
Boston Scientific June 2012 - February 2015
athenahealth April 2013 - October 2013
Boston Scientific April 2011 - June 2012
Epsilon September 2010 - April 2011
Epsilon June 2009 - September 2010
Staples, Inc. September 2008 - May 2009
Ernst & Young June 2008 - August 2008
Evergreen Investments May 2007 - May 2008
Skills
Software Documentation, Software, Visio, Analytics, Data Analysis, Business Analysis, Process Improvement, Access, SharePoint, SQL, MS Project, Requirements Gathering, Project Management, SAS, SDLC, Microsoft Excel, Systems Analysis, PowerPoint, Business Intelligence, Requirements Analysis
Education
Bentley University 2005 — 2009
BS, Finance, IT
Keene High School 2001 — 2005
Diploma
Katie Loud's Evergreen Investments Experience July 2005 - May 2007
Job Paralegal at BackOffice Associates
Industry Information Technology and Services
Experience
BackOffice Associates March 2010 - Present
Cape Cod YMCA January 2011 - 2012
The Saint Consulting Group June 2006 - March 2010
Evergreen Investments July 2005 - May 2007
South Shore Savings Bank 2002 - 2005
Skills
PowerPoint, Research, Microsoft Office, Outlook, Legal Research, Public Speaking, Microsoft Excel, Customer Service, Microsoft Word, Real Estate, Negotiation, Budgets, Legal Writing, Analysis, Social Media
Education
Northeastern University 2006 — 2006
Certificate, Paralegal Studies
Bridgewater State University 2000 — 2004
Bachelor's of Science, Criminal Justice
Weymouth Highschool 1997 — 2000
diploma
NESL
BackOffice Associates March 2010 - Present
Cape Cod YMCA January 2011 - 2012
The Saint Consulting Group June 2006 - March 2010
Evergreen Investments July 2005 - May 2007
South Shore Savings Bank 2002 - 2005
Skills
PowerPoint, Research, Microsoft Office, Outlook, Legal Research, Public Speaking, Microsoft Excel, Customer Service, Microsoft Word, Real Estate, Negotiation, Budgets, Legal Writing, Analysis, Social Media
Education
Northeastern University 2006 — 2006
Certificate, Paralegal Studies
Bridgewater State University 2000 — 2004
Bachelor's of Science, Criminal Justice
Weymouth Highschool 1997 — 2000
diploma
NESL
Rachel Pellegrini's Evergreen Investments Experience August 2003 - June 2005
Job Partner, Vice President Project Solutions Group
Industry Staffing and Recruiting
Experience
JustinBradley April 2015 - Present
JustinBradley May 2011 - April 2015
United Service Organizations, Inc. June 2010 - April 2011
Bernstein Global Wealth Management July 2005 - June 2010
Evergreen Investments August 2003 - June 2005
Skills
Recruiting, CRM, Business Analysis, Financial Services, Finance, Investments, Project Management, Wealth Management, Mortgage Lending, Accounting, Consulting, Training, Banking, Risk Management, New Business Development, Credit, Loans, Process Improvement, Underwriting, Financial Analysis
Education
Boston University 1996 — 2000
B.A, Psychology
Haddam Killingworth
JustinBradley April 2015 - Present
JustinBradley May 2011 - April 2015
United Service Organizations, Inc. June 2010 - April 2011
Bernstein Global Wealth Management July 2005 - June 2010
Evergreen Investments August 2003 - June 2005
Skills
Recruiting, CRM, Business Analysis, Financial Services, Finance, Investments, Project Management, Wealth Management, Mortgage Lending, Accounting, Consulting, Training, Banking, Risk Management, New Business Development, Credit, Loans, Process Improvement, Underwriting, Financial Analysis
Education
Boston University 1996 — 2000
B.A, Psychology
Haddam Killingworth
Lee Souter, CFA Lee Souter, CFA's Evergreen Investments Experience February 2008 - June 2009
Job Fixed Income Specialist at FactSet Research Systems
Industry Investment Management
Experience
FactSet Research Systems December 2012 - Present
FactSet Research Systems July 2010 - December 2012
Evergreen Investments February 2008 - June 2009
John Hancock Financial Network August 2007 - February 2008
Phi Gamma Delta May 2005 - June 2007
Skills
Fixed Income Strategies, Fixed Income Technology, Fixed Income Portfolio..., Portfolio Management, Investments, Investment Management, VBA, Mutual Funds, Fixed Income, Fixed Income Analysis, Microsoft Excel, Equity Research, Financial Services, Series 7, Finance, Modern Portfolio Theory, Factset, PowerPoint, Derivatives, Microsoft Office, Excel, Portfolio Performance...
Education
Boston University 2008 — 2014
Master of Science (M.S.), Actuarial Science - Mathematical Finance
University of Vermont 2001 — 2005
Bachelor of Science (BS), Mathematics
Wayland High School 1997 — 2001
FactSet Research Systems December 2012 - Present
FactSet Research Systems July 2010 - December 2012
Evergreen Investments February 2008 - June 2009
John Hancock Financial Network August 2007 - February 2008
Phi Gamma Delta May 2005 - June 2007
Skills
Fixed Income Strategies, Fixed Income Technology, Fixed Income Portfolio..., Portfolio Management, Investments, Investment Management, VBA, Mutual Funds, Fixed Income, Fixed Income Analysis, Microsoft Excel, Equity Research, Financial Services, Series 7, Finance, Modern Portfolio Theory, Factset, PowerPoint, Derivatives, Microsoft Office, Excel, Portfolio Performance...
Education
Boston University 2008 — 2014
Master of Science (M.S.), Actuarial Science - Mathematical Finance
University of Vermont 2001 — 2005
Bachelor of Science (BS), Mathematics
Wayland High School 1997 — 2001
Patrick Needham's Evergreen Investments Experience June 2008 - December 2008
Job Software Engineer at Ditto Labs
Industry Computer Software
Experience
Ditto Labs June 2015 - Present
General Assembly January 2015 - April 2015
Wells Fargo Bank NA November 2010 - January 2015
Wells Fargo Advantage Funds January 2009 - October 2010
Evergreen Investments June 2008 - December 2008
Skills
Ruby on Rails, Ruby, JavaScript, SASS, CSS, HTML, jQuery, AJAX, Backbone.js, Github, WordPress, HubSpot, AngularJS, Tumblr, Microsoft Excel, Adobe Illustrator, Adobe LiveCycle Designer, Alternative Investments, Microsoft Office, Investor Relations, Series 7, Product Management, Mutual Funds, Investments, Android SDK, HTML5
Education
Bentley University 2004 — 2008
BS, Finance
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Ditto Labs June 2015 - Present
General Assembly January 2015 - April 2015
Wells Fargo Bank NA November 2010 - January 2015
Wells Fargo Advantage Funds January 2009 - October 2010
Evergreen Investments June 2008 - December 2008
Skills
Ruby on Rails, Ruby, JavaScript, SASS, CSS, HTML, jQuery, AJAX, Backbone.js, Github, WordPress, HubSpot, AngularJS, Tumblr, Microsoft Excel, Adobe Illustrator, Adobe LiveCycle Designer, Alternative Investments, Microsoft Office, Investor Relations, Series 7, Product Management, Mutual Funds, Investments, Android SDK, HTML5
Education
Bentley University 2004 — 2008
BS, Finance
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Jeffrey Croteau (jcroteau@aerotek.com)'s Evergreen Investments Experience May 2008 - August 2008
Job Account Manager at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek Engineering July 2010 - Present
Wells Fargo Bank November 2009 - January 2010
Evergreen Investments May 2008 - August 2008
Skills
Account Management, Technical Recruiting, Staffing Services, Semiconductor Industry, Temporary Staffing, Talent Acquisition, Sourcing, Cold Calling, Contract Recruitment, Temporary Placement, Screening Resumes, College Recruiting, Internet Recruiting, Applicant Tracking..., Recruiting, Permanent Placement, Benefits Negotiation, Executive Search, Building Relationships, Screening, Recruitment Advertising, Onboarding, Time Management, Interviews, Resume Writing, Candidate Generation, Hiring, Talent Management, Human Resources, Marketing, Staff Augmentation, Job Fairs, Employee Relations
Education
University of St. Gallen 2009 — 2010
International Business
Babson College 2006 — 2010
Bachelor of Science, Business Management
Aerotek Engineering July 2010 - Present
Wells Fargo Bank November 2009 - January 2010
Evergreen Investments May 2008 - August 2008
Skills
Account Management, Technical Recruiting, Staffing Services, Semiconductor Industry, Temporary Staffing, Talent Acquisition, Sourcing, Cold Calling, Contract Recruitment, Temporary Placement, Screening Resumes, College Recruiting, Internet Recruiting, Applicant Tracking..., Recruiting, Permanent Placement, Benefits Negotiation, Executive Search, Building Relationships, Screening, Recruitment Advertising, Onboarding, Time Management, Interviews, Resume Writing, Candidate Generation, Hiring, Talent Management, Human Resources, Marketing, Staff Augmentation, Job Fairs, Employee Relations
Education
University of St. Gallen 2009 — 2010
International Business
Babson College 2006 — 2010
Bachelor of Science, Business Management
Gregory Potamis, CRPC® Gregory Potamis, CRPC®'s Evergreen Investments Experience 1996 - 1997
Job Regional Vice President at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Financial Group Member Companies 2011 - Present
Transamerica 2007 - 2011
Guardian Annuities/RS Investments 2005 - 2007
MassMutual Financial Group 2003 - 2005
Hartford Funds 2002 - 2003
American Skandia 1998 - 2002
Polaris Financial Services 1997 - 1998
Evergreen Investments 1996 - 1997
Skills
Mutual Funds, Alternative Investments, Investment Management, Retirement Planning, Asset Allocation, IRAs, 529 Plans, Variable Annuities, Fixed Annuities, Wholesale, Sales, Marketing, Training, Coaching, Relationship Management, Practice Management, Center of Influence, Series 6, Series 63, 401k, Insurance
Education
Bryant College 1992 — 1996
BS in Management, Management
Melrose High School 1988 — 1992
Melrose High School 1988 — 1992
Sammons Financial Group Member Companies 2011 - Present
Transamerica 2007 - 2011
Guardian Annuities/RS Investments 2005 - 2007
MassMutual Financial Group 2003 - 2005
Hartford Funds 2002 - 2003
American Skandia 1998 - 2002
Polaris Financial Services 1997 - 1998
Evergreen Investments 1996 - 1997
Skills
Mutual Funds, Alternative Investments, Investment Management, Retirement Planning, Asset Allocation, IRAs, 529 Plans, Variable Annuities, Fixed Annuities, Wholesale, Sales, Marketing, Training, Coaching, Relationship Management, Practice Management, Center of Influence, Series 6, Series 63, 401k, Insurance
Education
Bryant College 1992 — 1996
BS in Management, Management
Melrose High School 1988 — 1992
Melrose High School 1988 — 1992
Laurie (Gerber) Wexler's Evergreen Investments Experience 1995 - 1997
Job Business Development at AACFL
Industry Financial Services
Experience
Wexler Consulting April 2015 - Present
AACFL April 2015 - Present
Birthday Wishes January 2011 - Present
BiNA Farm April 2014 - August 2015
GW & Wade, LLC September 2005 - April 2015
Jewish Big Brothers Big Sisters of Greater Boston September 2010 - July 2012
Exelergy 2000 - 2002
Cambridge Technology Partners 1999 - 2000
State Street Research 1997 - 1998
Evergreen Investments 1995 - 1997
Skills
Business Development, Marketing Communications, New Business Development, Investment Advisory, Social Media Marketing, Sales Management, Social Media, Marketing, Strategic Planning, Business Strategy, Event Planning, Entrepreneurship, Lead Generation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Accounting and Finance
Boston University 1992 — 1995
Bachelor of Arts (B.A.)
newton south
Wexler Consulting April 2015 - Present
AACFL April 2015 - Present
Birthday Wishes January 2011 - Present
BiNA Farm April 2014 - August 2015
GW & Wade, LLC September 2005 - April 2015
Jewish Big Brothers Big Sisters of Greater Boston September 2010 - July 2012
Exelergy 2000 - 2002
Cambridge Technology Partners 1999 - 2000
State Street Research 1997 - 1998
Evergreen Investments 1995 - 1997
Skills
Business Development, Marketing Communications, New Business Development, Investment Advisory, Social Media Marketing, Sales Management, Social Media, Marketing, Strategic Planning, Business Strategy, Event Planning, Entrepreneurship, Lead Generation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Accounting and Finance
Boston University 1992 — 1995
Bachelor of Arts (B.A.)
newton south
Michael Mondo Michael Mondo's Evergreen Investments Experience 2002 - 2006
Job Senior Vice President, Institutional Sales at Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management March 2013 - Present
Invesco Ltd. September 2008 - February 2013
JP Morgan Asset Management 2006 - 2008
Evergreen Investments 2002 - 2006
State Street 1992 - 2002
Skills
Investment Strategies, Investment Management, 401k, Financial Services, Institutional Sales, Pensions, Alternative Investments, Asset Managment, Mutual Funds, Asset Allocation, Hedge Funds, Fixed Income, Equities, Investments, Institutional..., Series 63, Asset Management, Bonds, Investment Advisory, Bloomberg, Portfolio Management, Capital Markets, Securities, Wealth Management
Education
St. John's University 1984 — 1988
MBA, Finance
Adelphi University 1978 — 1982
BBA, Marketing
Hartford Investment Management March 2013 - Present
Invesco Ltd. September 2008 - February 2013
JP Morgan Asset Management 2006 - 2008
Evergreen Investments 2002 - 2006
State Street 1992 - 2002
Skills
Investment Strategies, Investment Management, 401k, Financial Services, Institutional Sales, Pensions, Alternative Investments, Asset Managment, Mutual Funds, Asset Allocation, Hedge Funds, Fixed Income, Equities, Investments, Institutional..., Series 63, Asset Management, Bonds, Investment Advisory, Bloomberg, Portfolio Management, Capital Markets, Securities, Wealth Management
Education
St. John's University 1984 — 1988
MBA, Finance
Adelphi University 1978 — 1982
BBA, Marketing
Kristen Perry Kristen Perry's Evergreen Investments Experience November 2005 - February 2006
Job Marketing Specialist Planning & Operations at Staples
Industry Marketing and Advertising
Experience
Staples May 2015 - Present
HP Hood January 2013 - January 2015
PEP September 2011 - January 2013
PEP August 2008 - September 2011
Pep Promotions September 2007 - August 2008
match drive March 2006 - August 2007
Evergreen Investments November 2005 - February 2006
Alexander Myers, M.D. - Cardiologist 2002 - 2006
Skills
Project Management, Marketing Strategy, Marketing, Marketing Communications, Digital Marketing, Account Management, Social Media, Event Planning, Brand Management, Integrated Marketing, Advertising, Direct Marketing, Social Media Marketing, Direct Mail, Email Marketing, Digital Strategy, Event Management, Sales, B2B, Online Advertising, Project Planning, Project Delivery, Product Marketing, Radio Advertising, Mobile Advertising, Display Advertising, TV Production, Sweepstakes, Online Contests, Coupons, Print Advertising, IRI Xlerate, CPG Industry, Food and Beverage...
Education
Bridgewater State University
BA, Management Science, Marketing
Bristol Community College
Computer Information Systems, Multimedia & Internet
Staples May 2015 - Present
HP Hood January 2013 - January 2015
PEP September 2011 - January 2013
PEP August 2008 - September 2011
Pep Promotions September 2007 - August 2008
match drive March 2006 - August 2007
Evergreen Investments November 2005 - February 2006
Alexander Myers, M.D. - Cardiologist 2002 - 2006
Skills
Project Management, Marketing Strategy, Marketing, Marketing Communications, Digital Marketing, Account Management, Social Media, Event Planning, Brand Management, Integrated Marketing, Advertising, Direct Marketing, Social Media Marketing, Direct Mail, Email Marketing, Digital Strategy, Event Management, Sales, B2B, Online Advertising, Project Planning, Project Delivery, Product Marketing, Radio Advertising, Mobile Advertising, Display Advertising, TV Production, Sweepstakes, Online Contests, Coupons, Print Advertising, IRI Xlerate, CPG Industry, Food and Beverage...
Education
Bridgewater State University
BA, Management Science, Marketing
Bristol Community College
Computer Information Systems, Multimedia & Internet
Ryan K. Burnett's Evergreen Investments Experience August 2007 - December 2009
Job Owner/Principal at Burnett Property Development
Industry Real Estate
Experience
Burnett Property Development June 2010 - Present
Evergreen Investments August 2007 - December 2009
JPMorgan Chase August 2005 - August 2007
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Equities, Asset Allocation, Real Estate, Investment Advisory, Finance, Wealth Management, Due Diligence, Capital Markets, Investment Management, Risk Management, Securities
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
M.S., Real Estate Development
The American College 2006 — 2007
ChFC, Chartered Financial Consultant
College for Financial Planning 2006 — 2006
AWMA, Accredited Wealth Management Advisor
St. Edward's University 2000 — 2004
BBA - Bachelor of Business Administration, Finance
Burnett Property Development June 2010 - Present
Evergreen Investments August 2007 - December 2009
JPMorgan Chase August 2005 - August 2007
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Equities, Asset Allocation, Real Estate, Investment Advisory, Finance, Wealth Management, Due Diligence, Capital Markets, Investment Management, Risk Management, Securities
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
M.S., Real Estate Development
The American College 2006 — 2007
ChFC, Chartered Financial Consultant
College for Financial Planning 2006 — 2006
AWMA, Accredited Wealth Management Advisor
St. Edward's University 2000 — 2004
BBA - Bachelor of Business Administration, Finance
David Mickelson's Evergreen Investments Experience August 1998 - August 2000
Job Director of Software Engineering at Altisource Labs
Industry Financial Services
Experience
Altisource Labs October 2013 - Present
Loomis Sayles & Co. August 2006 - October 2013
Loomis Sayles & Co. August 2000 - August 2006
Evergreen Investments August 1998 - August 2000
State Street Bank 1997 - 1998
Fidelity Investments 1994 - 1996
Skills
Integration, Software Development, Strategic Planning, Customer Relations, Business Strategy, Business Analysis, Agile, Virtualization, Team Building, Vendor Management, Cloud Computing, Risk Management, SOA, Enterprise Architecture, Problem Solving, Data Warehousing, ERP, Technology Development, Technology Integration, Technology..., New Technology..., Asset Management, Customer Service, Agile Methodologies, Project Management, Databases, Data Center, Cross-functional Team..., SaaS, Enterprise Software, Management, Strategy, SDLC, Analytics, Consulting, Information Technology
Education
Boston University - School of Management 2005 — 2006
MBA, Business Administration and Management, General
Carnegie Mellon University 1991 — 1995
BS, Electrical and Computer Engineering
Carnegie Mellon University 1991 — 1995
BS, Engineering and Public Policy
The Geelong College 1985 — 1989
Altisource Labs October 2013 - Present
Loomis Sayles & Co. August 2006 - October 2013
Loomis Sayles & Co. August 2000 - August 2006
Evergreen Investments August 1998 - August 2000
State Street Bank 1997 - 1998
Fidelity Investments 1994 - 1996
Skills
Integration, Software Development, Strategic Planning, Customer Relations, Business Strategy, Business Analysis, Agile, Virtualization, Team Building, Vendor Management, Cloud Computing, Risk Management, SOA, Enterprise Architecture, Problem Solving, Data Warehousing, ERP, Technology Development, Technology Integration, Technology..., New Technology..., Asset Management, Customer Service, Agile Methodologies, Project Management, Databases, Data Center, Cross-functional Team..., SaaS, Enterprise Software, Management, Strategy, SDLC, Analytics, Consulting, Information Technology
Education
Boston University - School of Management 2005 — 2006
MBA, Business Administration and Management, General
Carnegie Mellon University 1991 — 1995
BS, Electrical and Computer Engineering
Carnegie Mellon University 1991 — 1995
BS, Engineering and Public Policy
The Geelong College 1985 — 1989
Nathan Paszamant's Evergreen Investments Experience January 2004 - July 2005
Job
Industry Information Technology and Services
Experience
SunGard Financial Systems June 2014 - Present
J.P. Morgan March 2013 - June 2014
RR Donnelley January 2010 - March 2013
RR Donnelley (formerly Bowne, Inc. & GCom2 Solutions, Inc.) July 2007 - December 2009
JPMorgan Chase August 2005 - July 2007
Evergreen Investments January 2004 - July 2005
Evergreen Investments January 2002 - December 2004
Evergreen Investments July 2000 - December 2001
Skills
Implementation..., Account Management, Customer Relations, Technical Product Sales, Program Management, Software Deployment, Project Managers, Customer Service, Strategic Planning, Technical Sales..., Product Innovation, Project Management Tools, Team Building, Financial Analysis, Mentoring, Compliance, Vendor Relations, Financial Reporting, Budgeting, Employee Relations, Software Solutions, Strategy, Salesforce.com, Budgets, SaaS, Management, Project Management, Financial Services, Analysis, CRM, Process Improvement
Education
Bentley University 1994 — 1998
Bachelor of Arts (B.A.), Accounting
SunGard Financial Systems June 2014 - Present
J.P. Morgan March 2013 - June 2014
RR Donnelley January 2010 - March 2013
RR Donnelley (formerly Bowne, Inc. & GCom2 Solutions, Inc.) July 2007 - December 2009
JPMorgan Chase August 2005 - July 2007
Evergreen Investments January 2004 - July 2005
Evergreen Investments January 2002 - December 2004
Evergreen Investments July 2000 - December 2001
Skills
Implementation..., Account Management, Customer Relations, Technical Product Sales, Program Management, Software Deployment, Project Managers, Customer Service, Strategic Planning, Technical Sales..., Product Innovation, Project Management Tools, Team Building, Financial Analysis, Mentoring, Compliance, Vendor Relations, Financial Reporting, Budgeting, Employee Relations, Software Solutions, Strategy, Salesforce.com, Budgets, SaaS, Management, Project Management, Financial Services, Analysis, CRM, Process Improvement
Education
Bentley University 1994 — 1998
Bachelor of Arts (B.A.), Accounting
Marc Nowlan's Evergreen Investments Experience 2003 - 2007
Job Principal at Ajillity Consulting
Industry Information Technology and Services
Experience
Vanguard November 2012 - Present
Deutsche Bank September 2010 - November 2012
Northern Trust June 2010 - October 2010
Wells Fargo 2009 - 2009
Deutsche Bank August 2007 - January 2008
Northern Trust March 2007 - August 2007
Evergreen Investments 2003 - 2007
Sungard 2002 - 2003
Macgregor 2001 - 2003
Skills
Fixed Income, Trading Systems, Equities, Portfolio Management, Business Analysis, Bloomberg, Asset Managment, Trading, Sybase, Risk Management, Financial Markets, Requirements Gathering
Education
Bentley University 1994 — 1998
Bachelor of Science (BS), Finance, General
Vanguard November 2012 - Present
Deutsche Bank September 2010 - November 2012
Northern Trust June 2010 - October 2010
Wells Fargo 2009 - 2009
Deutsche Bank August 2007 - January 2008
Northern Trust March 2007 - August 2007
Evergreen Investments 2003 - 2007
Sungard 2002 - 2003
Macgregor 2001 - 2003
Skills
Fixed Income, Trading Systems, Equities, Portfolio Management, Business Analysis, Bloomberg, Asset Managment, Trading, Sybase, Risk Management, Financial Markets, Requirements Gathering
Education
Bentley University 1994 — 1998
Bachelor of Science (BS), Finance, General
Raj Chetty's Evergreen Investments Experience April 2007 - January 2008
Job Datapower/WMB/WTX App Owner at Blue Cross and Blue Shield of Minnesota
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Minnesota July 2012 - Present
IBM September 2011 - Present
Blue Cross and Blue Shield of Minnesota September 2011 - June 2012
Land O'Lakes February 2009 - October 2009
Evergreen Investments April 2007 - January 2008
9Tech Consulting 2007 - 2008
DHS State of MN 2005 - 2008
BCBSRI November 2002 - December 2003
Reliant Energy 2001 - 2002
TSI Soft 1998 - 2000
Skills
EDI, Integration, EAI, SQL, SOA, XML, WMB, WTX, Mercator, HIPAA, Oracle SQL, WebSphere Message Broker, Datastage, Websphere, Business Analysis, SDLC, Requirements Analysis, DB2, PL/SQL, Enterprise Architecture, Data Warehousing, Solution Architecture, Oracle, ETL, Unix, WebSphere, Java Enterprise Edition
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA)
Indian Institute of Technology, Kharagpur 1990 — 1994
BTechHonors
Atomic Energy Central School 1976 — 1990
Blue Cross and Blue Shield of Minnesota July 2012 - Present
IBM September 2011 - Present
Blue Cross and Blue Shield of Minnesota September 2011 - June 2012
Land O'Lakes February 2009 - October 2009
Evergreen Investments April 2007 - January 2008
9Tech Consulting 2007 - 2008
DHS State of MN 2005 - 2008
BCBSRI November 2002 - December 2003
Reliant Energy 2001 - 2002
TSI Soft 1998 - 2000
Skills
EDI, Integration, EAI, SQL, SOA, XML, WMB, WTX, Mercator, HIPAA, Oracle SQL, WebSphere Message Broker, Datastage, Websphere, Business Analysis, SDLC, Requirements Analysis, DB2, PL/SQL, Enterprise Architecture, Data Warehousing, Solution Architecture, Oracle, ETL, Unix, WebSphere, Java Enterprise Edition
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA)
Indian Institute of Technology, Kharagpur 1990 — 1994
BTechHonors
Atomic Energy Central School 1976 — 1990
Dave Harden's Evergreen Investments Experience 2004 - 2006
Job President, Senior Portfolio Manager
Industry Financial Services
Experience
Summit Global Investments 2010 - Present
Ensign Peak Advisors, Inc 2006 - 2012
Evergreen Investments 2004 - 2006
Wellington Management 2000 - 2004
Fidelity Investments January 1993 - January 2000
Skills
Portfolio Management, Equities, Investments, Investment Management, Management, Portfolio Optimization, Strategy, Financial Risk, Trading, Finance, Market Research, Analysis, Asset Management, Fixed Income
Education
Boston College
BA, Business
Boston University
MSCS, Computer Science
Summit Global Investments 2010 - Present
Ensign Peak Advisors, Inc 2006 - 2012
Evergreen Investments 2004 - 2006
Wellington Management 2000 - 2004
Fidelity Investments January 1993 - January 2000
Skills
Portfolio Management, Equities, Investments, Investment Management, Management, Portfolio Optimization, Strategy, Financial Risk, Trading, Finance, Market Research, Analysis, Asset Management, Fixed Income
Education
Boston College
BA, Business
Boston University
MSCS, Computer Science
Mara Bushari's Evergreen Investments Experience 2005 - 2006
Job CoFounder & Associate Broker, Bushari Group Real Estate
Industry Real Estate
Experience
Bushari Group Real Estate May 2008 - Present
Gibson Sotheby's International Realty January 2006 - May 2008
Evergreen Investments 2005 - 2006
Skills
Buyer Representation, First Time Home Buyers, Investment Properties, Real Estate, Luxury, Relocation, Sellers, Condos, Real Estate Transactions, Rentals, Property, Referrals, Single Family Homes, Residential Homes, Short Sales, Buyers, Investors, Listings
Education
Boston University
BS, Journalism
The Hebrew University
International Relations and Affairs
Bushari Group Real Estate May 2008 - Present
Gibson Sotheby's International Realty January 2006 - May 2008
Evergreen Investments 2005 - 2006
Skills
Buyer Representation, First Time Home Buyers, Investment Properties, Real Estate, Luxury, Relocation, Sellers, Condos, Real Estate Transactions, Rentals, Property, Referrals, Single Family Homes, Residential Homes, Short Sales, Buyers, Investors, Listings
Education
Boston University
BS, Journalism
The Hebrew University
International Relations and Affairs
Kristen Collins Hoffman's Evergreen Investments Experience August 2004 - August 2005
Job Director, Investment Production at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments March 2010 - October 2011
Evergreen Investments August 2004 - August 2005
Manulife March 2004 - August 2004
SSGA 1997 - 2002
SSgA April 1995 - 1997
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MSF, Finance, General
Bentley University 1988 — 1992
Finance, General
Fidelity Investments October 2011 - Present
Fidelity Investments March 2010 - October 2011
Evergreen Investments August 2004 - August 2005
Manulife March 2004 - August 2004
SSGA 1997 - 2002
SSgA April 1995 - 1997
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MSF, Finance, General
Bentley University 1988 — 1992
Finance, General
Peter Carleton's Evergreen Investments Experience June 1997 - September 2000
Job Relationship Manager at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services June 2004 - Present
Allstate Financial October 2000 - September 2002
Evergreen Investments June 1997 - September 2000
Evergreen Investment Services June 1993 - June 1997
Nordostschweizerische Kraftwerke, Baden Switwerland June 1992 - August 1992
Cowen & Company, Dean Witter Reynolds, Paine Webber July 1985 - June 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, Finance
Rollins College 1980 — 1984
B.A., Business Administration
University of Sydney 1981 — 1981
Semester Abroad, Liberal Arts
Charles Schwab Advisor Services June 2004 - Present
Allstate Financial October 2000 - September 2002
Evergreen Investments June 1997 - September 2000
Evergreen Investment Services June 1993 - June 1997
Nordostschweizerische Kraftwerke, Baden Switwerland June 1992 - August 1992
Cowen & Company, Dean Witter Reynolds, Paine Webber July 1985 - June 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, Finance
Rollins College 1980 — 1984
B.A., Business Administration
University of Sydney 1981 — 1981
Semester Abroad, Liberal Arts
Colin Schleifer's Evergreen Investments Experience February 2008 - July 2009
Job Vice President of Key Accounts at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier July 2012 - Present
Wells Fargo Asset Management July 2009 - July 2012
Evergreen Investments February 2008 - July 2009
Evergreen Investments May 2006 - 2008
BlackRock August 2003 - December 2005
Diecast 1996 - 2003
Skills
Series 63, Series 7, Series 6, Series 65, Investments, Business Relationship..., Investment Management, Contract Negotiation, Sales Management, Sales Presentations, Marketing Strategy, Account Management, Building Relationships, Mutual Funds, Separately Managed..., ETFs, Investment Advisory..., Asset Management, Customer Relations, Consultative Selling, Strategic Planning, Business Development, Competitive Analysis, Sales, Sales Operations, Marketing, Marketing Communications, Product Marketing, Customer Service, Investment Advisory, Wealth Management, CRM, Management, Financial Services, Risk Management, Strategic Partnerships, Financial Advisory
Education
Boston University 1995 — 2000
Joel Barlow High School 1991 — 1995
Manning & Napier July 2012 - Present
Wells Fargo Asset Management July 2009 - July 2012
Evergreen Investments February 2008 - July 2009
Evergreen Investments May 2006 - 2008
BlackRock August 2003 - December 2005
Diecast 1996 - 2003
Skills
Series 63, Series 7, Series 6, Series 65, Investments, Business Relationship..., Investment Management, Contract Negotiation, Sales Management, Sales Presentations, Marketing Strategy, Account Management, Building Relationships, Mutual Funds, Separately Managed..., ETFs, Investment Advisory..., Asset Management, Customer Relations, Consultative Selling, Strategic Planning, Business Development, Competitive Analysis, Sales, Sales Operations, Marketing, Marketing Communications, Product Marketing, Customer Service, Investment Advisory, Wealth Management, CRM, Management, Financial Services, Risk Management, Strategic Partnerships, Financial Advisory
Education
Boston University 1995 — 2000
Joel Barlow High School 1991 — 1995
Cynthia Laird's Evergreen Investments Experience April 2005 - June 2007
Job Senior Buyer at Genzyme
Industry Biotechnology
Experience
Genzyme June 2007 - Present
Evergreen Investments April 2005 - June 2007
CXO December 1994 - April 2003
Blue Cross Blue Shield of Massachusetts (BCBSMA) February 1993 - December 1994
Digital Equipment Corporation January 1988 - February 1993
Skills
Vendor Management, Qualitative Research, Contract Management, Process Improvement, Negotiation, Integration, Supply Management, Strategic Sourcing, Procurement, SAP, Materials Management, Sourcing, Supply Chain, Supply Chain Management, Contract Negotiation, Cross-functional Team..., Program Management, Management, Pharmaceutical Industry
Education
Boston University - School of Management 1976 — 1980
BSBA, Business Admin/Marketing
Genzyme June 2007 - Present
Evergreen Investments April 2005 - June 2007
CXO December 1994 - April 2003
Blue Cross Blue Shield of Massachusetts (BCBSMA) February 1993 - December 1994
Digital Equipment Corporation January 1988 - February 1993
Skills
Vendor Management, Qualitative Research, Contract Management, Process Improvement, Negotiation, Integration, Supply Management, Strategic Sourcing, Procurement, SAP, Materials Management, Sourcing, Supply Chain, Supply Chain Management, Contract Negotiation, Cross-functional Team..., Program Management, Management, Pharmaceutical Industry
Education
Boston University - School of Management 1976 — 1980
BSBA, Business Admin/Marketing
Ethan Ferrari's Evergreen Investments Experience September 2007 - January 2008
Job Director of User Experience at Unexpected Logic, Inc.
Industry Information Technology and Services
Experience
Unexpected Logic, Inc. February 2012 - Present
Monster Worldwide August 2009 - January 2012
Monster Worldwide May 2008 - March 2010
Evergreen Investments September 2007 - January 2008
Wellesley Information Group December 2002 - August 2007
Verivo (formerly Pyxis Mobile, Inc.) April 2000 - November 2002
Eaton Vance Managed investments September 1998 - October 2000
The Access group June 1995 - May 1996
Skills
CSS, SharePoint, JavaScript, XML, HTML5, SharePoint Designer, OmniGraffle, Visio, Operations Management, Online User Experience, Interaction Design, Visual Web Developer, Software Project..., Product Development, Online Marketing, Analytics, Project Management, Joomla, Photoshop, Program Management, Tridion, User Interface Design, User Acceptance Testing, User Experience, HTML 5, E-commerce, Information Architecture, Strategy, User Experience Design, User Interface, Wireframes, Adobe Creative Suite, User Research, Web Analytics
Education
Suffolk University - Sawyer Business School 1994 — 1996
MBA, Marketing
Babson College 1988 — 1992
BS, Marketing and Entrepreneurial Studies
Tabor Academy 1985 — 1988
High School
Unexpected Logic, Inc. February 2012 - Present
Monster Worldwide August 2009 - January 2012
Monster Worldwide May 2008 - March 2010
Evergreen Investments September 2007 - January 2008
Wellesley Information Group December 2002 - August 2007
Verivo (formerly Pyxis Mobile, Inc.) April 2000 - November 2002
Eaton Vance Managed investments September 1998 - October 2000
The Access group June 1995 - May 1996
Skills
CSS, SharePoint, JavaScript, XML, HTML5, SharePoint Designer, OmniGraffle, Visio, Operations Management, Online User Experience, Interaction Design, Visual Web Developer, Software Project..., Product Development, Online Marketing, Analytics, Project Management, Joomla, Photoshop, Program Management, Tridion, User Interface Design, User Acceptance Testing, User Experience, HTML 5, E-commerce, Information Architecture, Strategy, User Experience Design, User Interface, Wireframes, Adobe Creative Suite, User Research, Web Analytics
Education
Suffolk University - Sawyer Business School 1994 — 1996
MBA, Marketing
Babson College 1988 — 1992
BS, Marketing and Entrepreneurial Studies
Tabor Academy 1985 — 1988
High School
Joe Berardi's Evergreen Investments Experience June 2007 - August 2007
Job Business Systems Analyst (QA Analyst) at BNY Standish Mellon
Industry Information Technology and Services
Experience
BNY - Standish Mellon June 2012 - Present
Linedata Services September 2007 - June 2012
Evergreen Investments June 2007 - August 2007
Fidelity Investments August 2005 - April 2007
CitiStreet October 2004 - June 2005
Mercer March 2002 - September 2004
Putnam Investments August 2000 - October 2002
Putnam Investments 1995 - 1997
Skills
SQL, Agile, Testing, SDLC, Quality Assurance, User Acceptance Testing, Excel
Education
Bentley University 1997 — 2001
MBA, Finance
Providence College 1991 — 1995
Bachelor of Science (B.S.), Marketing
BNY - Standish Mellon June 2012 - Present
Linedata Services September 2007 - June 2012
Evergreen Investments June 2007 - August 2007
Fidelity Investments August 2005 - April 2007
CitiStreet October 2004 - June 2005
Mercer March 2002 - September 2004
Putnam Investments August 2000 - October 2002
Putnam Investments 1995 - 1997
Skills
SQL, Agile, Testing, SDLC, Quality Assurance, User Acceptance Testing, Excel
Education
Bentley University 1997 — 2001
MBA, Finance
Providence College 1991 — 1995
Bachelor of Science (B.S.), Marketing
Joe Hudson's Evergreen Investments Experience January 2002 - July 2005
Job Front End Engineering Manager, Grocery at Walmart eCommerce
Industry Computer Software
Experience
Walmart eCommerce June 2015 - Present
Walmart eCommerce February 2013 - June 2015
Walmart eCommerce November 2010 - February 2013
InterviewBot February 2008 - November 2010
Clear2Pay October 2007 - October 2010
My Ad Box, Inc. February 2005 - October 2007
Evergreen Investments January 2002 - July 2005
Innovative Information Technologies May 1999 - January 2002
The Revere Group December 1997 - April 1999
Skills
Mobile Applications, HTML5, Front-end Development, JavaScript, react.js, Backbone.js, Node.js, jQuery, REST, CSS, Responsive Web Design, Web Development, Team Leadership, Hibernate, Maven, Java Enterprise Edition, Ant, JBoss Application Server, OOP, Java, Tomcat, JUnit, Eclipse, Web Services, EJB, JDBC, AJAX, MySQL, Subversion, Struts, Servlets, HTML, Velocity, Wicket, Webwork, YUI, GWT, Freemarker, MVC, Scriptaculous, JSP, J2EE, JBoss, XML, Log4j, Git, Software Engineering, Web Applications, Software Architecture, Bootstrap
Education
Appalachian State University 1993 — 1997
Bachelor of Science, Computer Information Systems
Walmart eCommerce June 2015 - Present
Walmart eCommerce February 2013 - June 2015
Walmart eCommerce November 2010 - February 2013
InterviewBot February 2008 - November 2010
Clear2Pay October 2007 - October 2010
My Ad Box, Inc. February 2005 - October 2007
Evergreen Investments January 2002 - July 2005
Innovative Information Technologies May 1999 - January 2002
The Revere Group December 1997 - April 1999
Skills
Mobile Applications, HTML5, Front-end Development, JavaScript, react.js, Backbone.js, Node.js, jQuery, REST, CSS, Responsive Web Design, Web Development, Team Leadership, Hibernate, Maven, Java Enterprise Edition, Ant, JBoss Application Server, OOP, Java, Tomcat, JUnit, Eclipse, Web Services, EJB, JDBC, AJAX, MySQL, Subversion, Struts, Servlets, HTML, Velocity, Wicket, Webwork, YUI, GWT, Freemarker, MVC, Scriptaculous, JSP, J2EE, JBoss, XML, Log4j, Git, Software Engineering, Web Applications, Software Architecture, Bootstrap
Education
Appalachian State University 1993 — 1997
Bachelor of Science, Computer Information Systems
Christopher Gunster's Evergreen Investments Experience April 2003 - March 2006
Job Managing Director at U.S. Trust, Head of Fixed Income Portfolio Management
Industry Investment Management
Experience
US Trust May 2010 - Present
Interlachen Capital Group March 2008 - August 2009
Allegiance Capital Customized Investments March 2006 - December 2007
Evergreen Investments April 2003 - March 2006
BB&T Asset Management October 2002 - April 2003
Financial Consultant March 2001 - October 2002
E*Trade Bank November 2000 - April 2001
Banc of America Capital Management March 1993 - March 2000
The Boston Company June 1991 - March 1993
Hewlett-Packard GmbH 1990 - 1990
Skills
ABS, Residential Mortgages, Fixed Income, Hedge Funds, Mutual Funds, CMBS, sovereign bonds, Trust Management, Fixed Income Portfolio..., Fixed Income Strategies, BondEdge, Total Return, Institutional Portfolio..., Separately Managed..., Institutional..., Capital Markets, Asset Management, Investment Management, Investments, Portfolio Management, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA, Finance
Kenyon College 1984 — 1987
BA, Chemistry
US Trust May 2010 - Present
Interlachen Capital Group March 2008 - August 2009
Allegiance Capital Customized Investments March 2006 - December 2007
Evergreen Investments April 2003 - March 2006
BB&T Asset Management October 2002 - April 2003
Financial Consultant March 2001 - October 2002
E*Trade Bank November 2000 - April 2001
Banc of America Capital Management March 1993 - March 2000
The Boston Company June 1991 - March 1993
Hewlett-Packard GmbH 1990 - 1990
Skills
ABS, Residential Mortgages, Fixed Income, Hedge Funds, Mutual Funds, CMBS, sovereign bonds, Trust Management, Fixed Income Portfolio..., Fixed Income Strategies, BondEdge, Total Return, Institutional Portfolio..., Separately Managed..., Institutional..., Capital Markets, Asset Management, Investment Management, Investments, Portfolio Management, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA, Finance
Kenyon College 1984 — 1987
BA, Chemistry
Jonathan Hester's Evergreen Investments Experience December 2000 - July 2010
Job Finance Professional
Industry Financial Services
Experience
Wells Fargo July 2010 - November 2014
Evergreen Investments December 2000 - July 2010
State Street 1996 - 2000
Skills
Financial Services, Mutual Funds, Business Analysis, Process Improvement, Risk Management, Financial Reporting, Financial Accounting, Revenue Analysis, Expense Budgeting, Operating Expenses, Pro Forma Development, Prospectus, Management, Financial Analysis, Project Management, Finance
Education
Bryant University 1992 — 1996
BSBA, Applied Actuarial Mathematics
Wells Fargo July 2010 - November 2014
Evergreen Investments December 2000 - July 2010
State Street 1996 - 2000
Skills
Financial Services, Mutual Funds, Business Analysis, Process Improvement, Risk Management, Financial Reporting, Financial Accounting, Revenue Analysis, Expense Budgeting, Operating Expenses, Pro Forma Development, Prospectus, Management, Financial Analysis, Project Management, Finance
Education
Bryant University 1992 — 1996
BSBA, Applied Actuarial Mathematics
Christopher Ely, CFA's Evergreen Investments Experience 1986 - 1996
Job Managing Partner at Nichols Asset Management, LLC
Industry Investment Management
Experience
Nichols Asset Management, LLC July 2005 - Present
New England Wild Flower Society 1995 - Present
Loomis Sayles & Co., LP June 1996 - May 2005
Evergreen Investments 1986 - 1996
Bank of America formerly Fleet Bank 1984 - 1986
Sun Life of Canada 1978 - 1984
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1984
MBA
Brown University 1974 — 1978
BA, Mathematical Economics
Nichols Asset Management, LLC July 2005 - Present
New England Wild Flower Society 1995 - Present
Loomis Sayles & Co., LP June 1996 - May 2005
Evergreen Investments 1986 - 1996
Bank of America formerly Fleet Bank 1984 - 1986
Sun Life of Canada 1978 - 1984
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1984
MBA
Brown University 1974 — 1978
BA, Mathematical Economics
Charlie Marquardt's Evergreen Investments Experience April 1998 - April 2009
Job Senior Management Professional with extensive experience in investment operations and management
Industry Financial Services
Experience
Boston University School of Law September 1997 - Present
Evergreen Investments April 1998 - April 2009
KPMG June 1990 - April 1998
Education
Boston University Questrom School of Business 1990 — 1991
MBA, Accounting, Finance, Business
Williams College 1986 — 1990
Boston University School of Law September 1997 - Present
Evergreen Investments April 1998 - April 2009
KPMG June 1990 - April 1998
Education
Boston University Questrom School of Business 1990 — 1991
MBA, Accounting, Finance, Business
Williams College 1986 — 1990
Bob Caruso, CIMA®, CRPC®'s Evergreen Investments Experience January 2004 - January 2007
Job VP at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2007 - Present
Evergreen Investments January 2004 - January 2007
Putnam Investments November 2000 - January 2004
Skills
Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Separately Managed..., Retirement Planning
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
St. John's Prep, Danvers, MA 1987 — 1991
College Prep
OppenheimerFunds February 2007 - Present
Evergreen Investments January 2004 - January 2007
Putnam Investments November 2000 - January 2004
Skills
Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Separately Managed..., Retirement Planning
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
St. John's Prep, Danvers, MA 1987 — 1991
College Prep
Gregory DeGennaro's Evergreen Investments Experience June 2008 - August 2009
Job Regional Sales Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial August 2011 - Present
Prudential Financial March 2011 - July 2011
Prudential Financial August 2009 - March 2011
Evergreen Investments June 2008 - August 2009
The Locator Services Group April 2007 - January 2008
Skills
Series 63, Series 6, Mutual Funds, Retirement Planning, Financial Services, Securities, Retirement, Relationship Management, Asset Allocation, Insurance, Life Insurance, Alternative Investments, Series 7, Variable Annuities, 401k, Investments
Education
Fairfield University 2015 — 2016
Master’s Degree, Finance
Boston University - School of Management 2004 — 2008
Bachelor of Science in Business Administration, Concentration in Finance
Passed Level 1 of the CFA Program
Prudential Financial August 2011 - Present
Prudential Financial March 2011 - July 2011
Prudential Financial August 2009 - March 2011
Evergreen Investments June 2008 - August 2009
The Locator Services Group April 2007 - January 2008
Skills
Series 63, Series 6, Mutual Funds, Retirement Planning, Financial Services, Securities, Retirement, Relationship Management, Asset Allocation, Insurance, Life Insurance, Alternative Investments, Series 7, Variable Annuities, 401k, Investments
Education
Fairfield University 2015 — 2016
Master’s Degree, Finance
Boston University - School of Management 2004 — 2008
Bachelor of Science in Business Administration, Concentration in Finance
Passed Level 1 of the CFA Program
Scott Terada's Evergreen Investments Experience 1997 - 2004
Job Managing Director, Risk Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2007 - Present
TIAA-CREF July 2004 - February 2007
Bank of America August 2003 - July 2004
Evergreen Investments 1997 - 2004
Wachovia December 1997 - July 2003
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Investments, Series 63, Financial Services, Retirement, Investment Advisory, Fixed Annuities, Separately Managed..., ETFs, Fund Of Funds, Asset Managment, Asset Allocation, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Risk Management, Investment Strategies, Asset Management
Education
Boston University 1988 — 1992
BA, Business Administration
TIAA-CREF February 2007 - Present
TIAA-CREF July 2004 - February 2007
Bank of America August 2003 - July 2004
Evergreen Investments 1997 - 2004
Wachovia December 1997 - July 2003
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Investments, Series 63, Financial Services, Retirement, Investment Advisory, Fixed Annuities, Separately Managed..., ETFs, Fund Of Funds, Asset Managment, Asset Allocation, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Risk Management, Investment Strategies, Asset Management
Education
Boston University 1988 — 1992
BA, Business Administration
Doug Richman's Evergreen Investments Experience June 2006 - October 2008
Job Principal at RDJ Consulting
Industry Investment Management
Experience
RDJ Consulting June 2013 - Present
Manulife Financial / John Hancock October 2008 - March 2013
Evergreen Investments June 2006 - October 2008
Wachovia June 2006 - October 2008
Integrity Financial Services Consulting 2005 - 2006
Fidelity Investments July 1995 - June 2005
Fidelity Capital Markets 1997 - 2005
Lehman Brothers 1991 - 1995
Skills
Capital Markets, Business Intelligence, Asset Management, Investments, Fixed Income Technology, Equities, Mutual Funds, Fixed Income, Mentoring, Securities, Financial Services, Portfolio Management, Asset Managment, Strategic Planning, Risk Management, Vendor Management, Enterprise Architecture, Bloomberg, Alternative Investments, Electronic Trading, Investment Management, Relationship Management, Trading, Analysis, Trading Systems, Outsourcing, Business Analysis, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, MBA
SUNY Albany
Bachelor of Arts (B.A.), Economics
RDJ Consulting June 2013 - Present
Manulife Financial / John Hancock October 2008 - March 2013
Evergreen Investments June 2006 - October 2008
Wachovia June 2006 - October 2008
Integrity Financial Services Consulting 2005 - 2006
Fidelity Investments July 1995 - June 2005
Fidelity Capital Markets 1997 - 2005
Lehman Brothers 1991 - 1995
Skills
Capital Markets, Business Intelligence, Asset Management, Investments, Fixed Income Technology, Equities, Mutual Funds, Fixed Income, Mentoring, Securities, Financial Services, Portfolio Management, Asset Managment, Strategic Planning, Risk Management, Vendor Management, Enterprise Architecture, Bloomberg, Alternative Investments, Electronic Trading, Investment Management, Relationship Management, Trading, Analysis, Trading Systems, Outsourcing, Business Analysis, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, MBA
SUNY Albany
Bachelor of Arts (B.A.), Economics
Mike Tedesco's Evergreen Investments Experience February 2006 - April 2007
Job Sr. Software Engineer at Quintiles
Industry Pharmaceuticals
Experience
Quintiles June 2013 - Present
Altran August 2012 - June 2013
Prospectiv November 2011 - August 2012
Follett Software Company March 2008 - October 2011
Norkom Technology April 2007 - February 2008
Evergreen Investments February 2006 - April 2007
Skills
Software Development, CRM, Java Enterprise Edition, Web Applications, Project Management, SQL, Agile Methodologies, Java, XML, JavaScript, Eclipse, C#, AJAX, Oracle, HTML, jQuery, Software Project..., Ext JS, Hibernate, Spring
Education
Northeastern University 1985 — 1990
MBA
Boston College 1977 — 1981
BS, Computer Sci & Marketing
Quintiles June 2013 - Present
Altran August 2012 - June 2013
Prospectiv November 2011 - August 2012
Follett Software Company March 2008 - October 2011
Norkom Technology April 2007 - February 2008
Evergreen Investments February 2006 - April 2007
Skills
Software Development, CRM, Java Enterprise Edition, Web Applications, Project Management, SQL, Agile Methodologies, Java, XML, JavaScript, Eclipse, C#, AJAX, Oracle, HTML, jQuery, Software Project..., Ext JS, Hibernate, Spring
Education
Northeastern University 1985 — 1990
MBA
Boston College 1977 — 1981
BS, Computer Sci & Marketing
Bob Marx's Evergreen Investments Experience September 2004 - October 2007
Job Sales Desk Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advantage Funds March 2012 - Present
CUNA Mutual Group September 2010 - March 2011
Transamerica October 2007 - September 2010
Evergreen Investments September 2004 - October 2007
Evergreen Investments March 2003 - August 2004
Evergreen Investments April 2000 - February 2003
Skills
Strategic Planning, Sales Management, New Business Development, Sales, Management, Investments, Leadership, CRM, Insurance, B2B, Finance, Sales Operations, Budgets
Education
Arizona State University 1997 — 1999
Bachelor of Interdisciplinary Studies-Business/Communications
Stonehill College 1996 — 1997
Boston College High Scool 1992 — 1995
College Preparatory
Wells Fargo Advantage Funds March 2012 - Present
CUNA Mutual Group September 2010 - March 2011
Transamerica October 2007 - September 2010
Evergreen Investments September 2004 - October 2007
Evergreen Investments March 2003 - August 2004
Evergreen Investments April 2000 - February 2003
Skills
Strategic Planning, Sales Management, New Business Development, Sales, Management, Investments, Leadership, CRM, Insurance, B2B, Finance, Sales Operations, Budgets
Education
Arizona State University 1997 — 1999
Bachelor of Interdisciplinary Studies-Business/Communications
Stonehill College 1996 — 1997
Boston College High Scool 1992 — 1995
College Preparatory
Frank Lombardi's Evergreen Investments Experience November 2004 - April 2008
Job Principal/Portfolio Manager Cubic Asset Management, LLC
Industry Investment Management
Experience
Cubic Asset Management May 2008 - Present
Evergreen Investments November 2004 - April 2008
J.L.Kaplan Associates, LLC August 2001 - October 2004
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
MBA, Finance
Bates College 1994 — 1998
BS, Economics/Biology
Cubic Asset Management May 2008 - Present
Evergreen Investments November 2004 - April 2008
J.L.Kaplan Associates, LLC August 2001 - October 2004
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2001
MBA, Finance
Bates College 1994 — 1998
BS, Economics/Biology
Ron Morganelli's Evergreen Investments Experience May 1986 - March 1999
Job Executive Director/Owner at CareWell Health Group, LLC
Industry Health, Wellness and Fitness
Experience
CareWell Health Group, LLC February 2010 - Present
Boston Financial Data Services January 2010 - October 2010
Boston Financial Data Services May 1999 - March 2010
Evergreen Investments May 1986 - March 1999
Evergreen Investments (formerly Keystone Investments) 1986 - 1999
Keystone 1986 - 1999
BNY Mellon 1984 - 1986
BNY Mellon 1984 - 1986
Skills
Process Improvement, Business Analysis, Mutual Funds, Project Management, Financial Services, Vendor Management, Risk Management, SDLC, Program Management, Strategic Planning, Change Management, Relationship Management, Alzheimer's Care, Dementia Care, Training, Team Building, Management, Project Planning, Budgets, Requirements Gathering, Account Management, Team Management, Requirements Analysis, Leadership, CRM, Healthcare, Finance, Business Process..., Customer Service, Call Centers, Team Leadership, Analysis, Operations Management, Strategy, Time Management, Business Development, Start-ups, Business Planning, Management Consulting, Leadership Development, Software Documentation, Insurance, Organizational..., Entrepreneurship, Executive Management, Cross-functional Team..., Consulting, Performance Management, New Business Development, Mergers & Acquisitions
Education
Boston University Questrom School of Business 2003 — 2004
Project Management Master's Certificate, Project Management
University of Massachusetts Boston 1980 — 1981
BS, Business Administration
Northeastern University - Graduate School of Business Administration 1976 — 1979
Bachelor's degree, Business Administration, Management and Operations
Canton High School 1973 — 1976
High School Diploma, College Prep
CareWell Health Group, LLC February 2010 - Present
Boston Financial Data Services January 2010 - October 2010
Boston Financial Data Services May 1999 - March 2010
Evergreen Investments May 1986 - March 1999
Evergreen Investments (formerly Keystone Investments) 1986 - 1999
Keystone 1986 - 1999
BNY Mellon 1984 - 1986
BNY Mellon 1984 - 1986
Skills
Process Improvement, Business Analysis, Mutual Funds, Project Management, Financial Services, Vendor Management, Risk Management, SDLC, Program Management, Strategic Planning, Change Management, Relationship Management, Alzheimer's Care, Dementia Care, Training, Team Building, Management, Project Planning, Budgets, Requirements Gathering, Account Management, Team Management, Requirements Analysis, Leadership, CRM, Healthcare, Finance, Business Process..., Customer Service, Call Centers, Team Leadership, Analysis, Operations Management, Strategy, Time Management, Business Development, Start-ups, Business Planning, Management Consulting, Leadership Development, Software Documentation, Insurance, Organizational..., Entrepreneurship, Executive Management, Cross-functional Team..., Consulting, Performance Management, New Business Development, Mergers & Acquisitions
Education
Boston University Questrom School of Business 2003 — 2004
Project Management Master's Certificate, Project Management
University of Massachusetts Boston 1980 — 1981
BS, Business Administration
Northeastern University - Graduate School of Business Administration 1976 — 1979
Bachelor's degree, Business Administration, Management and Operations
Canton High School 1973 — 1976
High School Diploma, College Prep
Jim Cantelli's Evergreen Investments Experience October 2006 - July 2009
Job Learning and Development Consultant
Industry Financial Services
Experience
Wells Fargo Asset Management 2009 - Present
Evergreen Investments October 2006 - July 2009
Boston Financial Data Services June 2005 - October 2006
Boston Financial Data Services November 2003 - June 2005
Skills
Mutual Funds, Financial Services, Series 63, Wealth Management, Series 7, Training & Development, Training Delivery, Curriculum Design, Virtual Training, Blended Learning, Instructional Design, Asset Management, Web Content Management, Salesforce.com, Salesforce Training, Options, Options Strategies, IRAs, 401k, Investments
Education
Bentley University 1999 — 2003
BA, Economics/Finance
Boston College High School 1995 — 1999
Wells Fargo Asset Management 2009 - Present
Evergreen Investments October 2006 - July 2009
Boston Financial Data Services June 2005 - October 2006
Boston Financial Data Services November 2003 - June 2005
Skills
Mutual Funds, Financial Services, Series 63, Wealth Management, Series 7, Training & Development, Training Delivery, Curriculum Design, Virtual Training, Blended Learning, Instructional Design, Asset Management, Web Content Management, Salesforce.com, Salesforce Training, Options, Options Strategies, IRAs, 401k, Investments
Education
Bentley University 1999 — 2003
BA, Economics/Finance
Boston College High School 1995 — 1999
Kevin McGann's Evergreen Investments Experience 2004 - 2005
Job Vice President / Equity & Derivatives Trader at SunTrust Private Wealth Management
Industry Investment Management
Experience
SunTrust Bank 2005 - Present
Evergreen Investments 2004 - 2005
Wachovia - Evergreen Investments 2003 - 2004
Wachovia - Evergreen Investments 1998 - 2003
Skills
Equity Trading, Bloomberg, Securities, Equities, Trading Systems, Trading, Asset Managment, Portfolio Management, Options, Wealth Management, Asset Allocation, Derivatives, Mutual Funds, Series 63, Asset Management
Education
Belmont Abbey College 1995 — 1997
Bachelor of Arts (B.A.), Business Administration, Minor: Economics, Magna Cum Laude
SunTrust Bank 2005 - Present
Evergreen Investments 2004 - 2005
Wachovia - Evergreen Investments 2003 - 2004
Wachovia - Evergreen Investments 1998 - 2003
Skills
Equity Trading, Bloomberg, Securities, Equities, Trading Systems, Trading, Asset Managment, Portfolio Management, Options, Wealth Management, Asset Allocation, Derivatives, Mutual Funds, Series 63, Asset Management
Education
Belmont Abbey College 1995 — 1997
Bachelor of Arts (B.A.), Business Administration, Minor: Economics, Magna Cum Laude
Nancy McManus's Evergreen Investments Experience January 2006 - October 2009
Job Technical Project Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management July 2011 - Present
Wells Capital Management October 2009 - July 2011
Evergreen Investments January 2006 - October 2009
Evergreen Investments May 2002 - January 2006
Evergreen Investments May 2000 - May 2002
Evergreen Investments July 1999 - May 2000
Skills
Fixed Income, Asset Managment, Financial Analysis, Analysis, Asset Management, Equities, Finance, Management, Investments, Portfolio Management, Hedge Funds
Education
Bentley University 1994 — 1998
BS, Economics and Finance
Harvard Extension School
Wells Capital Management July 2011 - Present
Wells Capital Management October 2009 - July 2011
Evergreen Investments January 2006 - October 2009
Evergreen Investments May 2002 - January 2006
Evergreen Investments May 2000 - May 2002
Evergreen Investments July 1999 - May 2000
Skills
Fixed Income, Asset Managment, Financial Analysis, Analysis, Asset Management, Equities, Finance, Management, Investments, Portfolio Management, Hedge Funds
Education
Bentley University 1994 — 1998
BS, Economics and Finance
Harvard Extension School
Lauren Towle's Evergreen Investments Experience 1999 - 2001
Job Business Analyst at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust March 2005 - Present
Atlantic Trust June 2002 - Present
Evergreen Investments 1999 - 2001
Evergreen Investments 1999 - 2001
Putnam Investments 1994 - 1999
Skills
Mutual Funds, Equities
Education
Bridgewater State University
Atlantic Trust March 2005 - Present
Atlantic Trust June 2002 - Present
Evergreen Investments 1999 - 2001
Evergreen Investments 1999 - 2001
Putnam Investments 1994 - 1999
Skills
Mutual Funds, Equities
Education
Bridgewater State University
Kai Kuo's Evergreen Investments Experience October 2000 - June 2007
Job Portfolio Administrator at APG
Industry Investment Management
Experience
APG Asset Management US Inc. March 2012 - Present
Miller Tabak Asset Management June 2008 - December 2011
Concord International Investments June 2007 - June 2008
Evergreen Investments October 2000 - June 2007
R.G. Niederhoffer Capital Management April 1999 - October 2000
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
APG Asset Management US Inc. March 2012 - Present
Miller Tabak Asset Management June 2008 - December 2011
Concord International Investments June 2007 - June 2008
Evergreen Investments October 2000 - June 2007
R.G. Niederhoffer Capital Management April 1999 - October 2000
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Richard Gelfand's Evergreen Investments Experience January 1999 - March 2000
Job Senior Manager at Deloitte Tax LLP
Industry Financial Services
Experience
Deloitte Tax LLP Senior ManagerDeloitteSeptember 2006 - Present
Deloitte December 2003 - August 2006
Investors Bank & Trust March 2000 - December 2003
Evergreen Investments January 1999 - March 2000
Evergreen Investments January 1997 - December 1998
Evergreen Investments September 1994 - December 1996
Ziner & Company July 1992 - September 1994
Ziner & Company July 1989 - June 1992
Skills
Tax, Corporate Tax, International Tax, Tax Research, Tax Accounting, SEC filings, Big 4, CPA
Education
Bentley University 1995 — 1999
Master of Science (M.S.), Taxation
Bentley University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Deloitte Tax LLP Senior ManagerDeloitteSeptember 2006 - Present
Deloitte December 2003 - August 2006
Investors Bank & Trust March 2000 - December 2003
Evergreen Investments January 1999 - March 2000
Evergreen Investments January 1997 - December 1998
Evergreen Investments September 1994 - December 1996
Ziner & Company July 1992 - September 1994
Ziner & Company July 1989 - June 1992
Skills
Tax, Corporate Tax, International Tax, Tax Research, Tax Accounting, SEC filings, Big 4, CPA
Education
Bentley University 1995 — 1999
Master of Science (M.S.), Taxation
Bentley University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Shannon Ericson, CFA's Evergreen Investments Experience July 2000 - August 2006
Job Portfolio Manager & Analyst at LMCG Investments, LLC
Industry Financial Services
Experience
LMCG Investments, LLC August 2006 - Present
Evergreen Investments July 2000 - August 2006
Independence Investments 1997 - 2000
Boston International Advisors 1994 - 1997
Skills
Portfolio Management, Equity Research, Bloomberg, Equities, Investment Management, Hedge Funds, Asset Management, Mutual Funds, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1993
Master of Business Administration (MBA), Marketing
Bentley University 1985 — 1989
BS, Finance
Bedford High
LMCG Investments, LLC August 2006 - Present
Evergreen Investments July 2000 - August 2006
Independence Investments 1997 - 2000
Boston International Advisors 1994 - 1997
Skills
Portfolio Management, Equity Research, Bloomberg, Equities, Investment Management, Hedge Funds, Asset Management, Mutual Funds, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1993
Master of Business Administration (MBA), Marketing
Bentley University 1985 — 1989
BS, Finance
Bedford High
Hall Oster's Evergreen Investments Experience 2004 - 2006
Job Director of Sales at Cushman & Wakefield (Formerly Massey Knakal Realty Services)
Industry Real Estate
Experience
Cushman & Wakefield January 2015 - Present
Massey Knakal Realty Services March 2006 - December 2014
Evergreen Investments 2004 - 2006
Skills
Real Estate Economics
Education
NYU 2010 — 2013
Master of Science (M.S.), Real Estate Finance
Boston University 1998 — 2003
B.A., Economics
Cushman & Wakefield January 2015 - Present
Massey Knakal Realty Services March 2006 - December 2014
Evergreen Investments 2004 - 2006
Skills
Real Estate Economics
Education
NYU 2010 — 2013
Master of Science (M.S.), Real Estate Finance
Boston University 1998 — 2003
B.A., Economics
James Colby's Evergreen Investments Experience 1992 - 2000
Job Sr. Municipal Strategist at Van Eck Global
Industry Financial Services
Experience
Van Eck Global September 2007 - Present
Lord Abbett & Co. LLC February 2005 - January 2007
Evergreen Investments 1992 - 2000
Skills
Fixed Income, Asset Management, Portfolio Management, Trading, Investments, Asset Managment, Alternative Investments, Bonds, Asset Allocation, Bloomberg, Financial Services, Equities, Hedge Funds, Capital Markets, Series 7, ETFs, Investment Strategies
Education
Brown University
BA Economics/International Relations, Economics
Hofstra University
Master of Business Administration (MBA), Finance, General
Van Eck Global September 2007 - Present
Lord Abbett & Co. LLC February 2005 - January 2007
Evergreen Investments 1992 - 2000
Skills
Fixed Income, Asset Management, Portfolio Management, Trading, Investments, Asset Managment, Alternative Investments, Bonds, Asset Allocation, Bloomberg, Financial Services, Equities, Hedge Funds, Capital Markets, Series 7, ETFs, Investment Strategies
Education
Brown University
BA Economics/International Relations, Economics
Hofstra University
Master of Business Administration (MBA), Finance, General
Megan Alberti's Evergreen Investments Experience January 1998 - August 1998
Job Assistant to the Chair at Stony Brook University
Industry Professional Training & Coaching
Experience
Stony Brook University April 2011 - Present
Stony Brook University May 2009 - March 2011
Stony Brook Southampton May 2008 - April 2009
Stony Brook University November 2005 - April 2008
Tully's Coffee February 1999 - February 2005
Evergreen Investments January 1998 - August 1998
Insight Out April 1996 - December 1997
Skills
Microsoft Excel, Employee Training, Resume Writing, Program Management, Training, Public Speaking, Event Planning
Education
Stony Brook University 2007 — 2009
MPS, Human Resource Management
San Francisco State University 2004 — 2005
Certificate, Meeting & Event Planning
Boston University Questrom School of Business 1992 — 1996
BS, Business Management, Marketing Concentration
Stony Brook University April 2011 - Present
Stony Brook University May 2009 - March 2011
Stony Brook Southampton May 2008 - April 2009
Stony Brook University November 2005 - April 2008
Tully's Coffee February 1999 - February 2005
Evergreen Investments January 1998 - August 1998
Insight Out April 1996 - December 1997
Skills
Microsoft Excel, Employee Training, Resume Writing, Program Management, Training, Public Speaking, Event Planning
Education
Stony Brook University 2007 — 2009
MPS, Human Resource Management
San Francisco State University 2004 — 2005
Certificate, Meeting & Event Planning
Boston University Questrom School of Business 1992 — 1996
BS, Business Management, Marketing Concentration
Ellen E. Jones's Evergreen Investments Experience August 2007 - August 2009
Job Segment Marketing Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
TIAA-CREF August 2009 - January 2015
PAICR 2008 - 2015
Evergreen Investments August 2007 - August 2009
Wachovia, A Wells Fargo Company August 2004 - April 2007
Wachovia, A Wells Fargo Company January 1999 - August 2004
Skills
Investments, RFP, Asset Managment, Asset Management, Fixed Income, Mutual Funds, Investment Management, Marketing, Alternative Investments, Equities, Sales Operations, Relationship Management, Financial Services, Management, Series 7, Portfolio Management, Strategy, Leadership, Business Analysis
Education
Appalachian State University
UNCC
Bachelor Degree, English, Theatre Arts
TIAA-CREF January 2015 - Present
TIAA-CREF August 2009 - January 2015
PAICR 2008 - 2015
Evergreen Investments August 2007 - August 2009
Wachovia, A Wells Fargo Company August 2004 - April 2007
Wachovia, A Wells Fargo Company January 1999 - August 2004
Skills
Investments, RFP, Asset Managment, Asset Management, Fixed Income, Mutual Funds, Investment Management, Marketing, Alternative Investments, Equities, Sales Operations, Relationship Management, Financial Services, Management, Series 7, Portfolio Management, Strategy, Leadership, Business Analysis
Education
Appalachian State University
UNCC
Bachelor Degree, English, Theatre Arts
Keith Lowe's Evergreen Investments Experience August 1994 - February 2008
Job COO at DVSport, Inc.
Industry Computer Software
Experience
DVSport, Inc. April 2008 - Present
Evergreen Investments August 1994 - February 2008
Eaton Vance August 1992 - August 1994
Skills
Mergers & Acquisitions, Hedge Funds, Equities, Derivatives, Fixed Income, Trading Systems, Asset Management, Capital Markets, Investment Banking, Financial Services, Financial Markets, Business Process..., Electronic Trading, Venture Capital, Business Strategy, Finance, Cross-functional Team..., Risk Management, Business Development, Trading
Education
Wake Forest University - Babcock Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 1988 — 1992
Bachelor of Science (BS), Finance
DVSport, Inc. April 2008 - Present
Evergreen Investments August 1994 - February 2008
Eaton Vance August 1992 - August 1994
Skills
Mergers & Acquisitions, Hedge Funds, Equities, Derivatives, Fixed Income, Trading Systems, Asset Management, Capital Markets, Investment Banking, Financial Services, Financial Markets, Business Process..., Electronic Trading, Venture Capital, Business Strategy, Finance, Cross-functional Team..., Risk Management, Business Development, Trading
Education
Wake Forest University - Babcock Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 1988 — 1992
Bachelor of Science (BS), Finance
Tara Finn's Evergreen Investments Experience November 2005 - June 2008
Job VP, Performance Management
Industry Financial Services
Experience
Image Inc. September 2009 - Present
Rickes Associates June 2008 - September 2009
Evergreen Investments November 2005 - June 2008
PNC Bank/PFPC April 2003 - November 2006
First Data Corporation February 1999 - April 2003
First Data Corporation July 1997 - February 1999
Skills
Customer Service, Financial Services, Mutual Funds, Software Documentation, Training, Process Improvement, Program Management, Project Management, Strategy, Leadership, Relationship Management, Management, Vendor Management, Microsoft Office, Business Analysis
Education
Westfield State University 1991 — 1995
BA, Communications
Bentley University
Certificate of Pension Law and Financial Compliance, Finance and Financial Management Services
SEC
Series6, 63 and 7 completed, Finance and Financial Management Services
Image Inc. September 2009 - Present
Rickes Associates June 2008 - September 2009
Evergreen Investments November 2005 - June 2008
PNC Bank/PFPC April 2003 - November 2006
First Data Corporation February 1999 - April 2003
First Data Corporation July 1997 - February 1999
Skills
Customer Service, Financial Services, Mutual Funds, Software Documentation, Training, Process Improvement, Program Management, Project Management, Strategy, Leadership, Relationship Management, Management, Vendor Management, Microsoft Office, Business Analysis
Education
Westfield State University 1991 — 1995
BA, Communications
Bentley University
Certificate of Pension Law and Financial Compliance, Finance and Financial Management Services
SEC
Series6, 63 and 7 completed, Finance and Financial Management Services
Isaac Sham's Evergreen Investments Experience November 2005 - January 2009
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2014 - Present
Wells Fargo January 2009 - June 2014
Evergreen Investments November 2005 - January 2009
Boston Financial Data Services 2002 - 2005
Skills
Series 7, Series 63, Series 24, Series 6, FINRA, Leadership, Securities, Customer Service, Call Centers, Financial Services, Series 65, 529 Plans
Education
Bridgewater State University 1996 — 2000
Bachelors of Science, Political Science
John Hancock Investments June 2014 - Present
Wells Fargo January 2009 - June 2014
Evergreen Investments November 2005 - January 2009
Boston Financial Data Services 2002 - 2005
Skills
Series 7, Series 63, Series 24, Series 6, FINRA, Leadership, Securities, Customer Service, Call Centers, Financial Services, Series 65, 529 Plans
Education
Bridgewater State University 1996 — 2000
Bachelors of Science, Political Science
Christa Garver's Evergreen Investments Experience Sr. AnalystWachovia, A Wells Fargo Company2008 - 2010
Job Sr. Financial Analyst at Evergreen Investments
Industry Banking
Experience
Evergreen Investments Sr. AnalystWachovia, A Wells Fargo Company2008 - 2010
Education
Bowling Green State University 1997 — 2002
Finance
Evergreen Investments Sr. AnalystWachovia, A Wells Fargo Company2008 - 2010
Education
Bowling Green State University 1997 — 2002
Finance
Renee Manigat's Evergreen Investments Experience March 2003 - March 2007
Job Operations Manager at Wachovia Bank
Industry Banking
Experience
Wachovia Bank March 2003 - Present
Evergreen Investments March 2003 - March 2007
State Street Global Advisors April 1998 - October 2003
Education
American InterContinental University 2004 — 2006
Associates, Business Administration
Wachovia Bank March 2003 - Present
Evergreen Investments March 2003 - March 2007
State Street Global Advisors April 1998 - October 2003
Education
American InterContinental University 2004 — 2006
Associates, Business Administration
Terri Matthias's Evergreen Investments Experience 1988 - 2001
Job Investment Operations Coordinator at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles April 2001 - Present
Evergreen Investments 1988 - 2001
Education
Bay Path College 2012 — 2016
Student, Business Administration and Management, General
Loomis Sayles April 2001 - Present
Evergreen Investments 1988 - 2001
Education
Bay Path College 2012 — 2016
Student, Business Administration and Management, General
Renee Manigat's Evergreen Investments Experience March 2003 - March 2005
Job Operations Manager at Wachovia
Industry Marketing and Advertising
Experience
Wachovia March 2006 - Present
Evergreen Investments March 2003 - March 2005
Education
American InterContinental University 2005 — 2007
AA, Business Administration
Wachovia March 2006 - Present
Evergreen Investments March 2003 - March 2005
Education
American InterContinental University 2005 — 2007
AA, Business Administration
Scott E. Couto, CFA's Evergreen Investments Experience March 2003 - August 2009
Job President, Fidelity Financial Advisor Solutions
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments August 2009 - July 2011
Evergreen Investments March 2003 - August 2009
Columbia Management January 1991 - March 2003
Education
Babson College 1987 — 1991
BS, Finance/Investments
Fidelity Investments July 2011 - Present
Fidelity Investments August 2009 - July 2011
Evergreen Investments March 2003 - August 2009
Columbia Management January 1991 - March 2003
Education
Babson College 1987 — 1991
BS, Finance/Investments
Karen Asmussen White's Evergreen Investments Experience February 1997 - May 1999
Job Senior Pricing Analyst at Mercer
Industry Financial Services
Experience
The May Institute June 2009 - November 2012
New York Life Investment Management July 1999 - March 2008
Evergreen Investments February 1997 - May 1999
Liberty Mutual Insurance March 1995 - February 1997
PNC Bank 1990 - 1994
Skills
Pricing, Analysis, Cash Management, Funding, Budgeting, Excel, Supervisory Skills, Word, Process Improvement, Strategic Planning, Budgets, Finance, Accounts Receivable, Management, Financial Services
Education
Bentley University
Bachelor's
Rosary Academy
Diploma
The May Institute June 2009 - November 2012
New York Life Investment Management July 1999 - March 2008
Evergreen Investments February 1997 - May 1999
Liberty Mutual Insurance March 1995 - February 1997
PNC Bank 1990 - 1994
Skills
Pricing, Analysis, Cash Management, Funding, Budgeting, Excel, Supervisory Skills, Word, Process Improvement, Strategic Planning, Budgets, Finance, Accounts Receivable, Management, Financial Services
Education
Bentley University
Bachelor's
Rosary Academy
Diploma
Joe Abruzese's Evergreen Investments Experience 2004 - 2010
Job Head of Financial Services Practice at Collaborative Consulting
Industry Investment Management
Experience
Collaborative Consulting 2012 - Present
Wells Capital Management 2009 - 2012
Evergreen Investments 2004 - 2010
Accenture 1992 - 2004
Skills
Capital Markets, Investment Management, Asset Managment, Project Management, Financial Services, Management, Strategy, Equities, Wealth Management, Alternative Investments, Trading, Securities, Portfolio Management, Asset Management, Investments, Program Management, Process Improvement, Leadership, Risk Management
Education
Boston College
BS, Finance, Information Systems
Collaborative Consulting 2012 - Present
Wells Capital Management 2009 - 2012
Evergreen Investments 2004 - 2010
Accenture 1992 - 2004
Skills
Capital Markets, Investment Management, Asset Managment, Project Management, Financial Services, Management, Strategy, Equities, Wealth Management, Alternative Investments, Trading, Securities, Portfolio Management, Asset Management, Investments, Program Management, Process Improvement, Leadership, Risk Management
Education
Boston College
BS, Finance, Information Systems
Sharon Sbarsky's Evergreen Investments Experience 2005 - 2006
Job Web Developer/Web Consultant/Web Editor/Webmaster
Industry Online Media
Experience
Stellar Switches 2008 - Present
Artana Gallery 2005 - Present
Jill Eastlake Fiber Arts 2005 - Present
New England Science Fiction Assoication, Inc 1999 - Present
World Fantasy Convention 1998 - Present
Massachusetts Convention Fandom, Inc. 1996 - Present
Jewish Family & Life July 2005 - August 2008
Coolidge Corner Merchants Association 2005 - 2007
Evergreen Investments 2005 - 2006
Thomson Course Technology 2005 - 2006
Skills
Unix, Web Development, CSS, JavaScript, Web Design, HTML, Web Content, Dreamweaver, Software Documentation, Testing, Web Analytics, SQL, Operating Systems, Google Analytics, Perl, Content Management, CMS, Publishing, XML, Linux, Drupal, Illustrator, Photoshop, Software Development, Agile Methodologies
Education
The Johns Hopkins University 1974 — 1978
BA, Mathematical Sciences
Boston University
Computer Science
Stellar Switches 2008 - Present
Artana Gallery 2005 - Present
Jill Eastlake Fiber Arts 2005 - Present
New England Science Fiction Assoication, Inc 1999 - Present
World Fantasy Convention 1998 - Present
Massachusetts Convention Fandom, Inc. 1996 - Present
Jewish Family & Life July 2005 - August 2008
Coolidge Corner Merchants Association 2005 - 2007
Evergreen Investments 2005 - 2006
Thomson Course Technology 2005 - 2006
Skills
Unix, Web Development, CSS, JavaScript, Web Design, HTML, Web Content, Dreamweaver, Software Documentation, Testing, Web Analytics, SQL, Operating Systems, Google Analytics, Perl, Content Management, CMS, Publishing, XML, Linux, Drupal, Illustrator, Photoshop, Software Development, Agile Methodologies
Education
The Johns Hopkins University 1974 — 1978
BA, Mathematical Sciences
Boston University
Computer Science
Erika Rosewell's Evergreen Investments Experience September 2007 - May 2010
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advantage Funds September 2007 - May 2014
Evergreen Investments September 2007 - May 2010
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance, General
Wells Fargo Advantage Funds September 2007 - May 2014
Evergreen Investments September 2007 - May 2010
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance, General
Philip Brodie's Evergreen Investments Experience 1996 - 2001
Job Examiner
Industry Government Administration
Experience
Government Sector 2010 - Present
J.L. Kaplan & Associates / Wells Capital Management 2003 - 2010
CCBN INC. 2001 - 2003
Evergreen Investments 1996 - 2001
Skills
Bloomberg, Investments, Equities, Asset Managment, Fixed Income, Hedge Funds, Mutual Funds, Securities, Portfolio Management, Risk Management, Accounting, Financial Analysis, Trading, Wealth Management, Financial Markets, Asset Management
Education
American Institute of Banking
Certification, Investment Operations
Bentley University
B.S., Accounting
Government Sector 2010 - Present
J.L. Kaplan & Associates / Wells Capital Management 2003 - 2010
CCBN INC. 2001 - 2003
Evergreen Investments 1996 - 2001
Skills
Bloomberg, Investments, Equities, Asset Managment, Fixed Income, Hedge Funds, Mutual Funds, Securities, Portfolio Management, Risk Management, Accounting, Financial Analysis, Trading, Wealth Management, Financial Markets, Asset Management
Education
American Institute of Banking
Certification, Investment Operations
Bentley University
B.S., Accounting
Chris Cerbo's Evergreen Investments Experience 1987 - 2005
Job Fixed Income Settlements Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles November 2007 - Present
Evergreen Investments 1987 - 2005
Education
Bryant University 1981 — 1985
BS, Business Management
Xaverian Brothers High School 1977 — 1981
Diploma
Loomis Sayles November 2007 - Present
Evergreen Investments 1987 - 2005
Education
Bryant University 1981 — 1985
BS, Business Management
Xaverian Brothers High School 1977 — 1981
Diploma
Gary Dill's Evergreen Investments Experience May 2008 - June 2009
Job Officer, Cash Management Inside Sales Specialist at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase May 2010 - August 2013
New Horizons CLC Columbus, Ohio January 2010 - May 2010
Evergreen Investments May 2008 - June 2009
Merrill Lynch June 2005 - May 2008
Career Coaches October 2003 - April 2005
New Horizons CLC December 1997 - October 2003
Skills
Mutual Funds, Fixed Income, Finance, Banking
Education
Baldwin Wallace University
B.A., Finance
JP Morgan Chase May 2010 - August 2013
New Horizons CLC Columbus, Ohio January 2010 - May 2010
Evergreen Investments May 2008 - June 2009
Merrill Lynch June 2005 - May 2008
Career Coaches October 2003 - April 2005
New Horizons CLC December 1997 - October 2003
Skills
Mutual Funds, Fixed Income, Finance, Banking
Education
Baldwin Wallace University
B.A., Finance
yosef Zweibach's Evergreen Investments Experience July 2008 - June 2009
Job Head of quant sales at Barclays Capital
Industry Financial Services
Experience
Barclays Capital August 2009 - Present
Evergreen Investments July 2008 - June 2009
Wachovia corporation July 2008 - June 2009
Fidelity Investments April 2006 - July 2008
Skills
Mutual Funds, Securities, Process Improvement, Asset Allocation, Cross-functional Team..., Banking, Leadership, Project Management, Strategy, Series 7, Investments, Series 63, Portfolio Management, Equities, Financial Modeling, Asset Managment, Bloomberg, Leadership Development, Financial Analysis, Sales, Risk Management, Due Diligence
Education
Boston University 2004 — 2008
BA, Management
Barclays Capital August 2009 - Present
Evergreen Investments July 2008 - June 2009
Wachovia corporation July 2008 - June 2009
Fidelity Investments April 2006 - July 2008
Skills
Mutual Funds, Securities, Process Improvement, Asset Allocation, Cross-functional Team..., Banking, Leadership, Project Management, Strategy, Series 7, Investments, Series 63, Portfolio Management, Equities, Financial Modeling, Asset Managment, Bloomberg, Leadership Development, Financial Analysis, Sales, Risk Management, Due Diligence
Education
Boston University 2004 — 2008
BA, Management
Alagappan Solaiappan's Evergreen Investments Experience 2003 - 2006
Job Application Architect
Industry Financial Services
Experience
State Street 2013 - Present
State Street 2010 - 2013
State Street 2006 - 2010
Evergreen Investments 2003 - 2006
MetLife 2001 - 2002
Fidelity Investments 2001 - 2001
Pitney Bowes 2001 - 2001
Tata Consultancy Services 1997 - 2000
Skills
SDLC, Requirements Analysis, Java Enterprise Edition, Application Architecture, Agile Methodologies, Enterprise Architecture, SOA, Unix, XML, Software Project..., SQL, Software Development, Data Warehousing
Education
Anna University 1995 — 1997
Master of Engineering (M.Eng.), Aeronautical Engineering
MSEC Kilakari
Bachelor of Engineering (B.E.)
State Street 2013 - Present
State Street 2010 - 2013
State Street 2006 - 2010
Evergreen Investments 2003 - 2006
MetLife 2001 - 2002
Fidelity Investments 2001 - 2001
Pitney Bowes 2001 - 2001
Tata Consultancy Services 1997 - 2000
Skills
SDLC, Requirements Analysis, Java Enterprise Edition, Application Architecture, Agile Methodologies, Enterprise Architecture, SOA, Unix, XML, Software Project..., SQL, Software Development, Data Warehousing
Education
Anna University 1995 — 1997
Master of Engineering (M.Eng.), Aeronautical Engineering
MSEC Kilakari
Bachelor of Engineering (B.E.)
Ibrahim Ibrahim's Evergreen Investments Experience January 2008 - December 2008
Job AVP, AML Compliance EDD at State street Corporation
Industry Financial Services
Experience
State street Corporation January 2014 - Present
US Wealth Management June 2012 - January 2013
FUNDQUEST/BNP June 2011 - December 2011
JPMorgan Chase December 2008 - July 2009
EVERGREEN INVESTMENTS January 2008 - December 2008
Bank of America January 2006 - January 2008
MFS Investment Management January 1998 - January 2006
Skills
•Exceptional..., Compliance, Asset Management, Securities, Risk Management, Investments, Fixed Income, Risk, Internal Audit, Bloomberg, Financial Analysis, Portfolio Management, Due Diligence, Banking, Equities, Mutual Funds, Excel, Trading, PowerPoint, Access, Word, Outlook, Microsoft Office, Derivatives, Funding, Problem Solving, Analysis, Documentation, Project Portfolio..., SharePoint, SQL, Six Sigma, Green Belt, Hedge Funds, Wealth Management, Financial Reporting, Executive Management, Auditing, Asset, Investment Strategies, Capital Markets, Financial Planning, AML, Business Analysis, Alternative Investments, Corporate Finance, Microsoft Excel, Microsoft Word, Financial Risk, Leadership
Education
Alexandria University
BSc, Civil Engineering
Boston University
professional Arabic Studies
Harvard University
Computer
Northeastern University
Mutual Funds
State street Corporation January 2014 - Present
US Wealth Management June 2012 - January 2013
FUNDQUEST/BNP June 2011 - December 2011
JPMorgan Chase December 2008 - July 2009
EVERGREEN INVESTMENTS January 2008 - December 2008
Bank of America January 2006 - January 2008
MFS Investment Management January 1998 - January 2006
Skills
•Exceptional..., Compliance, Asset Management, Securities, Risk Management, Investments, Fixed Income, Risk, Internal Audit, Bloomberg, Financial Analysis, Portfolio Management, Due Diligence, Banking, Equities, Mutual Funds, Excel, Trading, PowerPoint, Access, Word, Outlook, Microsoft Office, Derivatives, Funding, Problem Solving, Analysis, Documentation, Project Portfolio..., SharePoint, SQL, Six Sigma, Green Belt, Hedge Funds, Wealth Management, Financial Reporting, Executive Management, Auditing, Asset, Investment Strategies, Capital Markets, Financial Planning, AML, Business Analysis, Alternative Investments, Corporate Finance, Microsoft Excel, Microsoft Word, Financial Risk, Leadership
Education
Alexandria University
BSc, Civil Engineering
Boston University
professional Arabic Studies
Harvard University
Computer
Northeastern University
Mutual Funds
Tim Stevenson, CFA, CMT's Evergreen Investments Experience 2000 - 2005
Job Senior Portfolio Manager & Team Leader
Industry Investment Management
Experience
Grandview Acres 2011 - Present
South Carolina Retirement System Investment Commission 2012 - 2013
Wells Capital Management 2005 - 2011
Evergreen Investments 2000 - 2005
Evergreen Investments 2001 - 2002
Evergreen Institutional Management Company 2000 - 2001
Meridian Investment Company (subsidiary of First Union) 1999 - 2001
First Union 1998 - 2000
First Union 1994 - 1997
Cedar Hill Associates 1989 - 1994
Skills
Team Leadership, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Trading, Investments, Asset Management, Investment Management, Mutual Funds, Derivatives, Fixed Income, Risk Management, Options, Due Diligence, Structured Products, Bloomberg, Investment Banking, Capital Markets, Securities, Equity Research, Bonds, Wealth Management, ETFs, Investment Strategies
Education
Appalachian State University
BSBA, Economics
McCormick Theological Seminary
Theology
The Johns Hopkins University
Macroeconomics
University of North Carolina at Charlotte
Psychology
Grandview Acres 2011 - Present
South Carolina Retirement System Investment Commission 2012 - 2013
Wells Capital Management 2005 - 2011
Evergreen Investments 2000 - 2005
Evergreen Investments 2001 - 2002
Evergreen Institutional Management Company 2000 - 2001
Meridian Investment Company (subsidiary of First Union) 1999 - 2001
First Union 1998 - 2000
First Union 1994 - 1997
Cedar Hill Associates 1989 - 1994
Skills
Team Leadership, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Trading, Investments, Asset Management, Investment Management, Mutual Funds, Derivatives, Fixed Income, Risk Management, Options, Due Diligence, Structured Products, Bloomberg, Investment Banking, Capital Markets, Securities, Equity Research, Bonds, Wealth Management, ETFs, Investment Strategies
Education
Appalachian State University
BSBA, Economics
McCormick Theological Seminary
Theology
The Johns Hopkins University
Macroeconomics
University of North Carolina at Charlotte
Psychology
Susan Vannini's Evergreen Investments Experience 2003 - 2010
Job at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2010 - Present
Eliot School of Fine and Applied Arts 2003 - Present
Evergreen Investments 2003 - 2010
SV Consulting 2001 - 2003
eSupportNow 1999 - 2001
Dragon Systems 1998 - 2000
Education
Boston University
Bachelor of Arts, Economics and French Language & Literature
Sarteco Scuola/Laboratorio di Moda
Université de Nice
Certificate, Faculté de Sciences Économiques
TIAA-CREF November 2010 - Present
Eliot School of Fine and Applied Arts 2003 - Present
Evergreen Investments 2003 - 2010
SV Consulting 2001 - 2003
eSupportNow 1999 - 2001
Dragon Systems 1998 - 2000
Education
Boston University
Bachelor of Arts, Economics and French Language & Literature
Sarteco Scuola/Laboratorio di Moda
Université de Nice
Certificate, Faculté de Sciences Économiques
Christopher Heydt's Evergreen Investments Experience 2001 - 2006
Job Officer at State Street
Industry Financial Services
Experience
State Street October 2006 - Present
Evergreen Investments 2001 - 2006
First Union National Bank 1998 - 2001
CoreState Financial Corp June 1997 - 1998
Skills
Fixed Income, Fund Accounting, Middle Office, Equities, Bloomberg, Mutual Funds, Financial Analysis, Finance, Financial Services, Corporate Actions, Securities, Hedge Funds, Back Office, Financial Markets, Account Reconciliation, Investment Management, Financial Reporting, Accounting, Financial Accounting, Business Analysis, Business Process, Analysis, Requirements Gathering, User Acceptance Testing, Business Requirements
Education
Alvernia University 1989 — 1993
BA, Accounting and Business Admin
State Street October 2006 - Present
Evergreen Investments 2001 - 2006
First Union National Bank 1998 - 2001
CoreState Financial Corp June 1997 - 1998
Skills
Fixed Income, Fund Accounting, Middle Office, Equities, Bloomberg, Mutual Funds, Financial Analysis, Finance, Financial Services, Corporate Actions, Securities, Hedge Funds, Back Office, Financial Markets, Account Reconciliation, Investment Management, Financial Reporting, Accounting, Financial Accounting, Business Analysis, Business Process, Analysis, Requirements Gathering, User Acceptance Testing, Business Requirements
Education
Alvernia University 1989 — 1993
BA, Accounting and Business Admin
Frances (Polanco) Ellis's Evergreen Investments Experience June 2008 - September 2009
Job at
Industry Banking
Experience
Wells Capital Management January 2015 - Present
Wells Capital Management September 2009 - January 2015
Evergreen Investments June 2008 - September 2009
Skills
Fixed Income, Mutual Funds, Bloomberg, Financial Risk, Loans, Investments, Portfolio Management, Omgeo, Microsoft Office, ClearPar, Futures, Term Loans, Tri Party Repos, Alert, MarkitWSOWeb, MarkitWSOData, BBH Infomediary
Education
Bentley University 2005 — 2009
Bachelors, Finance
Wells Capital Management January 2015 - Present
Wells Capital Management September 2009 - January 2015
Evergreen Investments June 2008 - September 2009
Skills
Fixed Income, Mutual Funds, Bloomberg, Financial Risk, Loans, Investments, Portfolio Management, Omgeo, Microsoft Office, ClearPar, Futures, Term Loans, Tri Party Repos, Alert, MarkitWSOWeb, MarkitWSOData, BBH Infomediary
Education
Bentley University 2005 — 2009
Bachelors, Finance
Heather Schwoebel's Evergreen Investments Experience August 1998 - January 2000
Job Business Manager at Harbour Antibodies BV
Industry Venture Capital & Private Equity
Experience
Harbour Antibodies BV June 2013 - Present
Atlas Venture May 2002 - May 2013
OneCore 2000 - 2001
Evergreen Investments August 1998 - January 2000
Four Seasons 1995 - 1996
Skills
Venture Capital, Start-ups, Fundraising, Event Management, Social Media, Budgets, Office Management, Social Media Marketing, Heavy Calendaring, Biotechnology, Customer Service, Negotiation, Executive Administrative, Strategy
Education
Boston University 1993 — 1995
ba, Hospitality Administration
American University 1990 — 1993
ba, Internaltional Relations
Harbour Antibodies BV June 2013 - Present
Atlas Venture May 2002 - May 2013
OneCore 2000 - 2001
Evergreen Investments August 1998 - January 2000
Four Seasons 1995 - 1996
Skills
Venture Capital, Start-ups, Fundraising, Event Management, Social Media, Budgets, Office Management, Social Media Marketing, Heavy Calendaring, Biotechnology, Customer Service, Negotiation, Executive Administrative, Strategy
Education
Boston University 1993 — 1995
ba, Hospitality Administration
American University 1990 — 1993
ba, Internaltional Relations
Bob Guerin's Evergreen Investments Experience 2007 - 2010
Job SVP, Chief Compliance Officer Wells Fargo Funds Management Group
Industry Financial Services
Experience
Wells Fargo Funds Management Group 2007 - Present
Evergreen Investments 2007 - 2010
Babson Capital Management 2005 - 2006
SSgA 2002 - 2005
Scudder Investments 1990 - 2002
Skills
Mutual Funds, Investments, Securities, Risk Management, FINRA, Operational Risk..., Hedge Funds, Governance, AML, Series 24, Series 7, Financial Services, Asset Management, Alternative Investments
Education
Assumption College 1983 — 1987
Suffolk University Law School
Wells Fargo Funds Management Group 2007 - Present
Evergreen Investments 2007 - 2010
Babson Capital Management 2005 - 2006
SSgA 2002 - 2005
Scudder Investments 1990 - 2002
Skills
Mutual Funds, Investments, Securities, Risk Management, FINRA, Operational Risk..., Hedge Funds, Governance, AML, Series 24, Series 7, Financial Services, Asset Management, Alternative Investments
Education
Assumption College 1983 — 1987
Suffolk University Law School
David Berardi MBA's Evergreen Investments Experience September 1999 - May 2009
Job Vice President & Head of Fund Reporting and Control Wells Fargo Funds Management Group
Industry Investment Management
Experience
Wells Fargo Funds Management October 2012 - Present
Wells Fargo Funds Management after Merger with Evergree May 2009 - February 2013
Evergreen Investments September 1999 - May 2009
Investors Bank and Trust August 1997 - September 1999
Skills
Mutual Funds, Accounting, Bloomberg, Equities, Financial Reporting, Financial Services, Fixed Income, Fund Administration, Asset Management
Education
Bentley University 1999 — 2003
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BS, Finance
Wells Fargo Funds Management October 2012 - Present
Wells Fargo Funds Management after Merger with Evergree May 2009 - February 2013
Evergreen Investments September 1999 - May 2009
Investors Bank and Trust August 1997 - September 1999
Skills
Mutual Funds, Accounting, Bloomberg, Equities, Financial Reporting, Financial Services, Fixed Income, Fund Administration, Asset Management
Education
Bentley University 1999 — 2003
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BS, Finance
Kristin Foley's Evergreen Investments Experience November 1997 - July 2001
Job Head of Trading at Sirios Capital Management
Industry Investment Management
Experience
Sirios Capital Management April 2003 - Present
Evergreen Investments November 1997 - July 2001
Morgan Stanley Smith Barney July 1996 - November 1997
Skills
Hedge Funds, Securities, Electronic Trading, Options, Trading, ETFs, Asset Management, Financial Modeling
Education
Boston Latin School
Boston University
Sirios Capital Management April 2003 - Present
Evergreen Investments November 1997 - July 2001
Morgan Stanley Smith Barney July 1996 - November 1997
Skills
Hedge Funds, Securities, Electronic Trading, Options, Trading, ETFs, Asset Management, Financial Modeling
Education
Boston Latin School
Boston University
Seán T. García's Evergreen Investments Experience May 2008 - July 2010
Job Customer Service Manager
Industry Health, Wellness and Fitness
Experience
Town Sports International June 2013 - Present
Wells Fargo Advantage Funds January 2012 - April 2013
Wells Fargo Advantage Funds June 2010 - December 2011
Evergreen Investments May 2008 - July 2010
Evergreen Investments June 2007 - April 2008
Evergreen Investments November 2005 - June 2007
Skills
Series 7, Series 66, Relationship Management, Money Market Funds, Mutual Funds, Investments, Financial Analysis, Fixed Income, Finance, Mergers & Acquisitions, Leadership, Strategy
Education
Austin College 2000 — 2004
BA, International Studies
Cathedral High School 1996 — 2000
Town Sports International June 2013 - Present
Wells Fargo Advantage Funds January 2012 - April 2013
Wells Fargo Advantage Funds June 2010 - December 2011
Evergreen Investments May 2008 - July 2010
Evergreen Investments June 2007 - April 2008
Evergreen Investments November 2005 - June 2007
Skills
Series 7, Series 66, Relationship Management, Money Market Funds, Mutual Funds, Investments, Financial Analysis, Fixed Income, Finance, Mergers & Acquisitions, Leadership, Strategy
Education
Austin College 2000 — 2004
BA, International Studies
Cathedral High School 1996 — 2000
Katie Broyer's Evergreen Investments Experience May 2007 - August 2007
Job Product Solutions at DoubleLine Group LP
Industry Investment Management
Experience
DoubleLine Group LP September 2014 - Present
Capital Group 2013 - September 2014
Wellington Management 2010 - 2012
FactSet Research Systems 2008 - 2010
Evergreen Investments May 2007 - August 2007
Salomon Smith Barney May 2005 - May 2007
Education
Bentley University 2004 — 2008
BS, Finance
DoubleLine Group LP September 2014 - Present
Capital Group 2013 - September 2014
Wellington Management 2010 - 2012
FactSet Research Systems 2008 - 2010
Evergreen Investments May 2007 - August 2007
Salomon Smith Barney May 2005 - May 2007
Education
Bentley University 2004 — 2008
BS, Finance
Craig Arnwine's Evergreen Investments Experience March 2004 - March 2006
Job President at Evergreen Wealth Advisors, LLC
Industry Financial Services
Experience
Evergreen Wealth Advisors, LLC January 2012 - Present
Durango Rapid Wash March 2006 - Present
Southwest Ice July 2009 - July 2012
Evergreen Investments March 2004 - March 2006
PLANCO January 2003 - February 2004
Invesco Aim March 1994 - December 2002
Skills
Investments, Mutual Funds, Finance, Retirement Planning, Retirement, Personal Financial..., Financial Advisory, Leadership, Investment Advisory, IRAs, Wealth Management, Wealth, Investment Management, Investment Strategies, Securities, Alternative Investments, Series 7, Asset Allocation
Education
Arizona State University 1989 — 1993
Bachelor of Science (BS), Finance, General
Evergreen Wealth Advisors, LLC January 2012 - Present
Durango Rapid Wash March 2006 - Present
Southwest Ice July 2009 - July 2012
Evergreen Investments March 2004 - March 2006
PLANCO January 2003 - February 2004
Invesco Aim March 1994 - December 2002
Skills
Investments, Mutual Funds, Finance, Retirement Planning, Retirement, Personal Financial..., Financial Advisory, Leadership, Investment Advisory, IRAs, Wealth Management, Wealth, Investment Management, Investment Strategies, Securities, Alternative Investments, Series 7, Asset Allocation
Education
Arizona State University 1989 — 1993
Bachelor of Science (BS), Finance, General
Dale Rogers's Evergreen Investments Experience February 1998 - January 1999
Job Senior Sourcing Advisor
Industry Financial Services
Experience
Health Care Service Corporation March 2011 - Present
TIAA-CREF June 2004 - March 2010
IMCA Retirement Corporation May 2000 - September 2003
Evergreen Investments February 1998 - January 1999
Bank of America May 1997 - February 1998
Zurich Kemper Financial Services May 1981 - May 1997
Skills
Six Sigma, Strategy, Direct Marketing, Marketing Strategy, Management
Education
Benedictine University
MBA Studies
Eastern Illinois University
BS, Psychology
Health Care Service Corporation March 2011 - Present
TIAA-CREF June 2004 - March 2010
IMCA Retirement Corporation May 2000 - September 2003
Evergreen Investments February 1998 - January 1999
Bank of America May 1997 - February 1998
Zurich Kemper Financial Services May 1981 - May 1997
Skills
Six Sigma, Strategy, Direct Marketing, Marketing Strategy, Management
Education
Benedictine University
MBA Studies
Eastern Illinois University
BS, Psychology
Madhuleena Saha's Evergreen Investments Experience July 2006 - October 2010
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance October 2010 - Present
Evergreen Investments July 2006 - October 2010
Rice Heard and Bigelow January 2004 - June 2006
Evergreen Investments March 2000 - April 2002
Pioneer Investments July 1997 - March 2000
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Asset Allocation, Investment Management, Portfolio Management, Valuation, Investments, Capital Markets, Series 7, Investment Strategies, Financial Modeling, Securities, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
St Xavier"s College, Kolkata, India
Bachelor of Science (BSc), Economics
Eaton Vance October 2010 - Present
Evergreen Investments July 2006 - October 2010
Rice Heard and Bigelow January 2004 - June 2006
Evergreen Investments March 2000 - April 2002
Pioneer Investments July 1997 - March 2000
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Asset Allocation, Investment Management, Portfolio Management, Valuation, Investments, Capital Markets, Series 7, Investment Strategies, Financial Modeling, Securities, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
St Xavier"s College, Kolkata, India
Bachelor of Science (BSc), Economics
Catherine Lackey Cincotta's Evergreen Investments Experience April 2003 - April 2005
Job
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2005 - December 2006
Evergreen Investments April 2003 - April 2005
Evergreen Investments October 2000 - April 2003
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Budgets, English, Research, Windows, Public Speaking, HTML, Team Building
Education
CFA
Chartered Financial Analyst
Boston College - Carroll School of Management 1997 — 2000
Master of Business Administration (MBA)
University of Vermont 1991 — 1995
BS, Business
Lord, Abbett & Co. LLC June 2005 - December 2006
Evergreen Investments April 2003 - April 2005
Evergreen Investments October 2000 - April 2003
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Budgets, English, Research, Windows, Public Speaking, HTML, Team Building
Education
CFA
Chartered Financial Analyst
Boston College - Carroll School of Management 1997 — 2000
Master of Business Administration (MBA)
University of Vermont 1991 — 1995
BS, Business
Elizabeth Moody's Evergreen Investments Experience March 2002 - July 2003
Job Product Marketing Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank August 2010 - Present
Citi 2010 - 2010
Citi 2008 - 2010
Citi 2006 - 2008
Citi June 2005 - June 2006
Evergreen Investments March 2002 - July 2003
Evergreen Investments January 2001 - March 2002
Skills
CRM, Marketing Strategy, Product Marketing
Education
University of North Carolina at Chapel Hill 2003 — 2005
Master of Business Administration (M.B.A.)
Appalachian State University 1998 — 2000
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
SunTrust Bank August 2010 - Present
Citi 2010 - 2010
Citi 2008 - 2010
Citi 2006 - 2008
Citi June 2005 - June 2006
Evergreen Investments March 2002 - July 2003
Evergreen Investments January 2001 - March 2002
Skills
CRM, Marketing Strategy, Product Marketing
Education
University of North Carolina at Chapel Hill 2003 — 2005
Master of Business Administration (M.B.A.)
Appalachian State University 1998 — 2000
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group