Expect Miracles Foundation - Financial Services Against Cancer
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Expect Miracles Foundation - Financial Services Against Cancer Employees
Employee
Years
Job
Industry
Frank Heavey Frank Heavey's Expect Miracles Foundation - Financial Services Against Cancer Experience June 2014 - Present
Job Executive Director at Expect Miracles Foundation Financial Services Against Cancer
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer June 2014 - Present
Expect Miracles Foundation - Financial Services Against Cancer October 2013 - June 2014
SalesFocus Solutions November 2012 - October 2013
Actiance, Inc. March 2012 - November 2012
BNY Mellon 2010 - March 2012
PNC Global Investment Servicing 2000 - 2010
Automated Business Development Corp. 1999 - 2000
Bancroft School 1996 - 1999
St. James School 1989 - 1995
Skills
Solution Selling, Sales Management, Complex Sales, New Business Development, Client Retention, Value-based Selling, Launching Of New..., Product Management, Contract Negotiation, Product Demonstration, SaaS, Mutual Funds, Compliance, FINRA, Social Media, Unified Communications, Salesforce.com, Social Collaboration, Financial Services, Marketing, Broker-Dealer, Relationship Management, Customer Retention, Sales Process, Lead Generation, Management, Securities, Selling, Sales, Strategic Partnerships, Hedge Funds, Direct Sales, Fundraising, Non-profit Leadership, Executive Management, Asset Management
Education
Harvard University 1995 — 1996
Masters, Education
Connecticut College 1985 — 1989
BA, History
Lincoln Sudbury Regional High School 1981 — 1985
Expect Miracles Foundation - Financial Services Against Cancer June 2014 - Present
Expect Miracles Foundation - Financial Services Against Cancer October 2013 - June 2014
SalesFocus Solutions November 2012 - October 2013
Actiance, Inc. March 2012 - November 2012
BNY Mellon 2010 - March 2012
PNC Global Investment Servicing 2000 - 2010
Automated Business Development Corp. 1999 - 2000
Bancroft School 1996 - 1999
St. James School 1989 - 1995
Skills
Solution Selling, Sales Management, Complex Sales, New Business Development, Client Retention, Value-based Selling, Launching Of New..., Product Management, Contract Negotiation, Product Demonstration, SaaS, Mutual Funds, Compliance, FINRA, Social Media, Unified Communications, Salesforce.com, Social Collaboration, Financial Services, Marketing, Broker-Dealer, Relationship Management, Customer Retention, Sales Process, Lead Generation, Management, Securities, Selling, Sales, Strategic Partnerships, Hedge Funds, Direct Sales, Fundraising, Non-profit Leadership, Executive Management, Asset Management
Education
Harvard University 1995 — 1996
Masters, Education
Connecticut College 1985 — 1989
BA, History
Lincoln Sudbury Regional High School 1981 — 1985
Peter Clothier Peter Clothier's Expect Miracles Foundation - Financial Services Against Cancer Experience May 2014 - Present
Job Senior Vice President at Computershare US
Industry Financial Services
Experience
Computershare US September 2002 - Present
Expect Miracles Foundation - Financial Services Against Cancer May 2014 - Present
Bank of New York Mellon 1993 - 2000
Boston Financial Data Services 1990 - 1993
Skills
Mutual Funds, Project Management, French, Accounting, Securities, Equities, Investments, Financial Analysis, Product Management, Business Strategy, Market Research, New Business Development, Marketing, Strategic Planning, Marketing Strategy, Marketing Communications, Sales, Business Development, Consulting, CRM, ETFs, Fund Administration, Financial Services, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2002
MBA, Business Administration
Rouen Business School / ESC Rouen 2001 — 2001
Certificate in European Management, 2001, European Business
Tufts University 1985 — 1989
B.A., International Relations, East European Studies
Computershare US September 2002 - Present
Expect Miracles Foundation - Financial Services Against Cancer May 2014 - Present
Bank of New York Mellon 1993 - 2000
Boston Financial Data Services 1990 - 1993
Skills
Mutual Funds, Project Management, French, Accounting, Securities, Equities, Investments, Financial Analysis, Product Management, Business Strategy, Market Research, New Business Development, Marketing, Strategic Planning, Marketing Strategy, Marketing Communications, Sales, Business Development, Consulting, CRM, ETFs, Fund Administration, Financial Services, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2002
MBA, Business Administration
Rouen Business School / ESC Rouen 2001 — 2001
Certificate in European Management, 2001, European Business
Tufts University 1985 — 1989
B.A., International Relations, East European Studies
Maggie Nokes's Expect Miracles Foundation - Financial Services Against Cancer Experience June 2014 - Present
Job Development & Events Manager at Expect Miracles Foundation Financial Services Against Cancer
Industry Nonprofit Organization Management
Experience
Expect Miracles Foundation - Financial Services Against Cancer June 2014 - Present
Expect Miracles Foundation November 2012 - June 2014
American Cancer Society May 2012 - November 2012
Make-A-Wish Foundation January 2012 - June 2012
Lamar Advertising August 2011 - December 2011
Gloria Gemma Breast Cancer Resource Foundation September 2009 - December 2010
Adams Street Law Offices May 2010 - August 2010
Skills
Public Speaking, Non-profits, Fundraising, Event Planning, Community Outreach, Social Media, Recruiting, Nonprofits, Time Management, Management, Proposal Writing, FedEx, Social Media Marketing, Social Networking, Event Management, Microsoft Office, Leadership, Public Relations
Education
Providence College 2008 — 2012
Bachelor of Science, Management
University College Dublin 2011 — 2011
Quinn Business School, Semester Abroad
Bishop McCort High School 2004 — 2008
High School
Expect Miracles Foundation - Financial Services Against Cancer June 2014 - Present
Expect Miracles Foundation November 2012 - June 2014
American Cancer Society May 2012 - November 2012
Make-A-Wish Foundation January 2012 - June 2012
Lamar Advertising August 2011 - December 2011
Gloria Gemma Breast Cancer Resource Foundation September 2009 - December 2010
Adams Street Law Offices May 2010 - August 2010
Skills
Public Speaking, Non-profits, Fundraising, Event Planning, Community Outreach, Social Media, Recruiting, Nonprofits, Time Management, Management, Proposal Writing, FedEx, Social Media Marketing, Social Networking, Event Management, Microsoft Office, Leadership, Public Relations
Education
Providence College 2008 — 2012
Bachelor of Science, Management
University College Dublin 2011 — 2011
Quinn Business School, Semester Abroad
Bishop McCort High School 2004 — 2008
High School
Bruce Speca's Expect Miracles Foundation - Financial Services Against Cancer Experience 2005 - Present
Job Member Board of Directors at Expect Miracles Foundation Financial Services Against Cancer
Industry Financial Services
Experience
SEI November 2011 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Manulife Asset Management June 2010 - May 2011
John Hancock Financial Services June 2003 - June 2010
Pioneer Investments June 2001 - April 2002
Mutualfunds.com October 1999 - December 2000
New England Funds 1998 - 1999
Education
Univesity of Chicago 1978 — 1980
MBA, Finance/Marketing
Boston College 1974 — 1978
B.S., Marketing
SEI November 2011 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Manulife Asset Management June 2010 - May 2011
John Hancock Financial Services June 2003 - June 2010
Pioneer Investments June 2001 - April 2002
Mutualfunds.com October 1999 - December 2000
New England Funds 1998 - 1999
Education
Univesity of Chicago 1978 — 1980
MBA, Finance/Marketing
Boston College 1974 — 1978
B.S., Marketing
Ryan Killiany's Expect Miracles Foundation - Financial Services Against Cancer Experience March 2015 - Present
Job Graphic Design Manager at Expect Miracles Foundation
Industry Design
Experience
Expect Miracles Foundation - Financial Services Against Cancer March 2015 - Present
EnerNOC March 2014 - January 2015
eClickonomy July 2013 - December 2014
Seva Mandir August 2012 - August 2013
Group Project Design June 2012 - July 2013
Indigenous Education Foundation of Tanzania September 2011 - February 2013
Jessica Sutton Graphic Design January 2011 - January 2012
Skills
Web Design, Logo Design, Adobe Creative Suite, Photoshop, WordPress, CSS, HTML, Stop Motion, JavaScript, Photography, SEO, Social Media, InDesign, Illustration, Squarespace, OS X, Layout, Brochures, Advertising, Illustrator, User Interface Design, User Experience Design, Web Development, Graphic Design
Education
New England School of Art & Design at Suffolk University 2010 — 2012
Master of Arts (M.A.), Graphic Design
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Photography & Graphic Design
Expect Miracles Foundation - Financial Services Against Cancer March 2015 - Present
EnerNOC March 2014 - January 2015
eClickonomy July 2013 - December 2014
Seva Mandir August 2012 - August 2013
Group Project Design June 2012 - July 2013
Indigenous Education Foundation of Tanzania September 2011 - February 2013
Jessica Sutton Graphic Design January 2011 - January 2012
Skills
Web Design, Logo Design, Adobe Creative Suite, Photoshop, WordPress, CSS, HTML, Stop Motion, JavaScript, Photography, SEO, Social Media, InDesign, Illustration, Squarespace, OS X, Layout, Brochures, Advertising, Illustrator, User Interface Design, User Experience Design, Web Development, Graphic Design
Education
New England School of Art & Design at Suffolk University 2010 — 2012
Master of Arts (M.A.), Graphic Design
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Photography & Graphic Design
Ken Starr Ken Starr's Expect Miracles Foundation - Financial Services Against Cancer Experience January 2007 - Present
Job Vice President at Interactive Data Corporation
Industry Financial Services
Experience
Interactive Data Corporation July 2001 - Present
Expect Miracles Foundation - Financial Services Against Cancer January 2007 - Present
Investors Bank and Trust 1996 - 2001
Bank of Boston 1992 - 1996
Wells Fargo Bank 1990 - 1993
United States Marine Corps January 1987 - April 1991
Skills
Financial Services, Securities, Financial Markets, Fixed Income, Mutual Funds, Equities, Series 7, Alternative Investments, Capital Markets, Hedge Funds, Corporate Actions, Trading, Investments, Wealth Management, Investment Management, Asset Allocation, Portfolio Management, Derivatives, Electronic Trading, Financial Analysis, Trading Systems, Back Office, Options, Risk Management, Bloomberg, Venture Capital, Valuation, FX Options, Bonds, Market Data, Relationship Management, Asset Management, Series 63, Asset Managment, Private Equity, Morningstar
Education
Northeastern University - Graduate School of Business Administration 1999 — 2001
MBA, Business
Northeastern University 1998 — 2001
MBA
Norwich University 1982 — 1986
BS
Braintree High School 1978 — 1982
Interactive Data Corporation July 2001 - Present
Expect Miracles Foundation - Financial Services Against Cancer January 2007 - Present
Investors Bank and Trust 1996 - 2001
Bank of Boston 1992 - 1996
Wells Fargo Bank 1990 - 1993
United States Marine Corps January 1987 - April 1991
Skills
Financial Services, Securities, Financial Markets, Fixed Income, Mutual Funds, Equities, Series 7, Alternative Investments, Capital Markets, Hedge Funds, Corporate Actions, Trading, Investments, Wealth Management, Investment Management, Asset Allocation, Portfolio Management, Derivatives, Electronic Trading, Financial Analysis, Trading Systems, Back Office, Options, Risk Management, Bloomberg, Venture Capital, Valuation, FX Options, Bonds, Market Data, Relationship Management, Asset Management, Series 63, Asset Managment, Private Equity, Morningstar
Education
Northeastern University - Graduate School of Business Administration 1999 — 2001
MBA, Business
Northeastern University 1998 — 2001
MBA
Norwich University 1982 — 1986
BS
Braintree High School 1978 — 1982
Vic Khanna's Expect Miracles Foundation - Financial Services Against Cancer Experience April 2014 - Present
Job SVP at SunGard
Industry Financial Services
Experience
SunGard Financial Systems January 2013 - Present
Expect Miracles Foundation - Financial Services Against Cancer April 2014 - Present
SunGard July 2003 - December 2012
Thomson Reuters 1997 - 2003
Investors Bank & Trust February 1993 - June 1997
Skills
Financial Services, Trading Systems, Sales Management, Asset Managment, Professional Services, Executive Management, Contract Negotiation, New Business Development, Hedge Funds, Market Data, Asset Management, Consulting, Start-ups, Investments, Leadership, Strategy, Mutual Funds, Business Analysis, Sales, Financial Markets, Integrated Marketing
Education
Harvard University
Bryant University
SunGard Financial Systems January 2013 - Present
Expect Miracles Foundation - Financial Services Against Cancer April 2014 - Present
SunGard July 2003 - December 2012
Thomson Reuters 1997 - 2003
Investors Bank & Trust February 1993 - June 1997
Skills
Financial Services, Trading Systems, Sales Management, Asset Managment, Professional Services, Executive Management, Contract Negotiation, New Business Development, Hedge Funds, Market Data, Asset Management, Consulting, Start-ups, Investments, Leadership, Strategy, Mutual Funds, Business Analysis, Sales, Financial Markets, Integrated Marketing
Education
Harvard University
Bryant University
Patrick Lenihan Patrick Lenihan's Expect Miracles Foundation - Financial Services Against Cancer Experience July 2014 - July 2014
Job Graduate of the Girard School of Business, Merrimack College, BS in Business/Sports Management
Industry
Experience
Veritude/Fidelity Investments March 2015 - May 2015
Merrimack Athletic Department September 2014 - January 2015
Expect Miracles Foundation - Financial Services Against Cancer July 2014 - July 2014
Comcast Sportsnet New England September 2013 - December 2013
Jimmy Fund (Corporate Partnership Team) June 2013 - August 2013
Medfield High School Athletic Department December 2012 - January 2013
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Sports Management, Sports Marketing, Sports Writing, Management, Time Management, Video Editing, Final Cut Pro
Education
Merrimack College 2011 — 2014
Bachelor's Degree, Business Administration and Sports Management, Graduated December 2014
Medfield High School 2007 — 2011
Diploma, College Prep, Graduated
Veritude/Fidelity Investments March 2015 - May 2015
Merrimack Athletic Department September 2014 - January 2015
Expect Miracles Foundation - Financial Services Against Cancer July 2014 - July 2014
Comcast Sportsnet New England September 2013 - December 2013
Jimmy Fund (Corporate Partnership Team) June 2013 - August 2013
Medfield High School Athletic Department December 2012 - January 2013
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Sports Management, Sports Marketing, Sports Writing, Management, Time Management, Video Editing, Final Cut Pro
Education
Merrimack College 2011 — 2014
Bachelor's Degree, Business Administration and Sports Management, Graduated December 2014
Medfield High School 2007 — 2011
Diploma, College Prep, Graduated
Nancy Rowe's Expect Miracles Foundation - Financial Services Against Cancer Experience 2004 - Present
Job Assistant Vice President, Jimmy Fund Golf Program
Industry Fund-Raising
Experience
Dana-Farber Cancer Institute August 1995 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2004 - Present
Ronald McDonald House of Boston May 2008 - Present
Southern New Hampshire University 1980 - 1995
Skills
Fundraising, Strategic Planning, Budgeting, Event Management, Policy, Public Relations, Planning, Volunteer Management, Healthcare, Golf, Sponsorship, Event Planning, Non-profits, Business Strategy, Customer Relations, Community Outreach, Operations Management, Microsoft Office, Outlook, Special Events, Customer Service, Budgets, Nonprofits, Team Building, Public Speaking, Social Media Marketing, Social Media, Management, Annual Giving, Philanthropy, Social Networking, Leadership, Program Development, Marketing Strategy, Marketing Communications, Leadership Development, Marketing, Coaching, Stewardship, Entrepreneurship
Education
Michigan State University 1980 — 1985
Masters, Athletic Administration
Merrimack College 1972 — 1975
Chemistry
Exeter High School 1967 — 1971
HS
Dana-Farber Cancer Institute August 1995 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2004 - Present
Ronald McDonald House of Boston May 2008 - Present
Southern New Hampshire University 1980 - 1995
Skills
Fundraising, Strategic Planning, Budgeting, Event Management, Policy, Public Relations, Planning, Volunteer Management, Healthcare, Golf, Sponsorship, Event Planning, Non-profits, Business Strategy, Customer Relations, Community Outreach, Operations Management, Microsoft Office, Outlook, Special Events, Customer Service, Budgets, Nonprofits, Team Building, Public Speaking, Social Media Marketing, Social Media, Management, Annual Giving, Philanthropy, Social Networking, Leadership, Program Development, Marketing Strategy, Marketing Communications, Leadership Development, Marketing, Coaching, Stewardship, Entrepreneurship
Education
Michigan State University 1980 — 1985
Masters, Athletic Administration
Merrimack College 1972 — 1975
Chemistry
Exeter High School 1967 — 1971
HS
Victoria Morris Victoria Morris's Expect Miracles Foundation - Financial Services Against Cancer Experience May 2014 - December 2014
Job Account Coordinator at Schneider Associates
Industry Public Relations and Communications
Experience
Schneider Associates December 2014 - Present
Giving Opportunities to Others, Inc. January 2014 - Present
Expect Miracles Foundation - Financial Services Against Cancer May 2014 - December 2014
Schneider Associates May 2014 - December 2014
Boston Medical Center September 2013 - May 2014
Suffolk University Counseling Center September 2012 - May 2013
The Transcript (Ohio Wesleyan University Student Newspaper) September 2008 - May 2012
University of Vermont Department of Psychiatry May 2011 - August 2011
Skills
Research, PowerPoint, Public Speaking, Microsoft Office, Community Outreach, Nonprofits, Event Planning, Fundraising, Facebook, Microsoft Word, Program Development, Microsoft Excel, Data Entry, Volunteer Management, Social Media, Grant Writing, Data Analysis, Time Management, Outlook, Teaching, Social Networking, Customer Service, Editing, Leadership, Marketing
Education
Suffolk University 2012 — 2014
Master's Degree, Public Administration and Mental Health Counseling
Ohio Wesleyan University 2008 — 2012
Bachelor's Degree, Psychology, Journalism
Bond University
Psychology and Journalism
Schneider Associates December 2014 - Present
Giving Opportunities to Others, Inc. January 2014 - Present
Expect Miracles Foundation - Financial Services Against Cancer May 2014 - December 2014
Schneider Associates May 2014 - December 2014
Boston Medical Center September 2013 - May 2014
Suffolk University Counseling Center September 2012 - May 2013
The Transcript (Ohio Wesleyan University Student Newspaper) September 2008 - May 2012
University of Vermont Department of Psychiatry May 2011 - August 2011
Skills
Research, PowerPoint, Public Speaking, Microsoft Office, Community Outreach, Nonprofits, Event Planning, Fundraising, Facebook, Microsoft Word, Program Development, Microsoft Excel, Data Entry, Volunteer Management, Social Media, Grant Writing, Data Analysis, Time Management, Outlook, Teaching, Social Networking, Customer Service, Editing, Leadership, Marketing
Education
Suffolk University 2012 — 2014
Master's Degree, Public Administration and Mental Health Counseling
Ohio Wesleyan University 2008 — 2012
Bachelor's Degree, Psychology, Journalism
Bond University
Psychology and Journalism
Alexandra DiLorenzo's Expect Miracles Foundation - Financial Services Against Cancer Experience March 2009 - December 2011
Job Associate Project Manager, Future Team at Reebok
Industry Marketing and Advertising
Experience
Reebok January 2014 - Present
Hotcourses September 2012 - January 2014
Metro Boston September 2011 - August 2012
Expect Miracles Foundation - Financial Services Against Cancer March 2009 - December 2011
Beacon Consulting Group May 2010 - September 2011
Rock Media at Plymouth Rock Studios May 2008 - November 2009
Skills
Social Media, Digital Marketing, Outgoing, Facebook, Tumblr, Adobe Creative Suite, QuickBooks, Mac OS X, Drupal, Spanish, SPSS, Windows, Ning, Outlook, Microsoft Excel, Sales, Graphic Design, OS X, Social Media Marketing, Marketing, Advertising, Content Management, Google Analytics, Email Marketing, Marketing Strategy, Event Planning, Management
Education
Bentley University 2005 — 2009
BA, Marketing, European Studies
Suffolk University Madrid Campus 2008 — 2008
General Studies, General Studies
Reebok January 2014 - Present
Hotcourses September 2012 - January 2014
Metro Boston September 2011 - August 2012
Expect Miracles Foundation - Financial Services Against Cancer March 2009 - December 2011
Beacon Consulting Group May 2010 - September 2011
Rock Media at Plymouth Rock Studios May 2008 - November 2009
Skills
Social Media, Digital Marketing, Outgoing, Facebook, Tumblr, Adobe Creative Suite, QuickBooks, Mac OS X, Drupal, Spanish, SPSS, Windows, Ning, Outlook, Microsoft Excel, Sales, Graphic Design, OS X, Social Media Marketing, Marketing, Advertising, Content Management, Google Analytics, Email Marketing, Marketing Strategy, Event Planning, Management
Education
Bentley University 2005 — 2009
BA, Marketing, European Studies
Suffolk University Madrid Campus 2008 — 2008
General Studies, General Studies
Alana Chin Alana Chin's Expect Miracles Foundation - Financial Services Against Cancer Experience June 2014 - February 2015
Job Manager, Marketing, Communications & Partnerships at Endeavor
Industry Fund-Raising
Experience
Endeavor March 2015 - Present
Expect Miracles Foundation - Financial Services Against Cancer June 2014 - February 2015
Expect Miracles Foundation - Financial Services Against Cancer May 2010 - June 2014
French Ministry of Education October 2009 - May 2010
Mutual Funds Against Cancer February 2009 - September 2009
WorldTeach June 2008 - August 2008
Lindamood-Bell Learning Processes June 2006 - August 2008
Skills
Event Planning, Non-profits, Nonprofits, Fundraising, Social Media, Event Management, Volunteer Management, Press Releases, Public Relations, Community Outreach, Social Networking, Management, Public Speaking
Education
Elon University 2005 — 2008
B.A., Majors - International Studies, Political Science; Minor - Italian Studies
Emma Willard School 2002 — 2005
Endeavor March 2015 - Present
Expect Miracles Foundation - Financial Services Against Cancer June 2014 - February 2015
Expect Miracles Foundation - Financial Services Against Cancer May 2010 - June 2014
French Ministry of Education October 2009 - May 2010
Mutual Funds Against Cancer February 2009 - September 2009
WorldTeach June 2008 - August 2008
Lindamood-Bell Learning Processes June 2006 - August 2008
Skills
Event Planning, Non-profits, Nonprofits, Fundraising, Social Media, Event Management, Volunteer Management, Press Releases, Public Relations, Community Outreach, Social Networking, Management, Public Speaking
Education
Elon University 2005 — 2008
B.A., Majors - International Studies, Political Science; Minor - Italian Studies
Emma Willard School 2002 — 2005
Gary E. Enos Gary E. Enos's Expect Miracles Foundation - Financial Services Against Cancer Experience 2012 - Present
Job President at Expect Miracles Foundation/Miracle Makers Member
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer 2012 - Present
Coyle & Cassidy High School March 2007 - Present
Taunton Dynamites April 2003 - Present
Boys and Girls Club of Taunton 2001 - Present
Bill Blackwell Foundation 1996 - Present
EXPECT MIRACLES FOUNDATION 1995 - Present
Mutual Funds Against Cancer 1995 - Present
State Street April 1985 - July 2012
KPMG (Peat, Marwick, Mitchell & Co.) 1981 - 1985
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Equities, Private Equity, Asset Management, Investments, Due Diligence, Derivatives, Customer Relations, Fixed Income, Mergers, Product Development, Accounting, Portfolio Management, Business Strategy, Banking, Wealth Management, Strategic Planning, New Business Development, Risk Management, Public Speaking, Negotiation, Sales Management, Corporate Governance, Business Analysis, Asset Managment, Fund Accounting, Relationship Management, Customer Service, Financial Services, Strategy, Securities, Finance, Management, CRM, Mergers, Valuation
Education
Providence College 1974 — 1978
BS, Business Administration-Accounting
Coyle & Cassidy High School 1970 — 1974
Expect Miracles Foundation - Financial Services Against Cancer 2012 - Present
Coyle & Cassidy High School March 2007 - Present
Taunton Dynamites April 2003 - Present
Boys and Girls Club of Taunton 2001 - Present
Bill Blackwell Foundation 1996 - Present
EXPECT MIRACLES FOUNDATION 1995 - Present
Mutual Funds Against Cancer 1995 - Present
State Street April 1985 - July 2012
KPMG (Peat, Marwick, Mitchell & Co.) 1981 - 1985
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Equities, Private Equity, Asset Management, Investments, Due Diligence, Derivatives, Customer Relations, Fixed Income, Mergers, Product Development, Accounting, Portfolio Management, Business Strategy, Banking, Wealth Management, Strategic Planning, New Business Development, Risk Management, Public Speaking, Negotiation, Sales Management, Corporate Governance, Business Analysis, Asset Managment, Fund Accounting, Relationship Management, Customer Service, Financial Services, Strategy, Securities, Finance, Management, CRM, Mergers, Valuation
Education
Providence College 1974 — 1978
BS, Business Administration-Accounting
Coyle & Cassidy High School 1970 — 1974
Rich Lenihan's Expect Miracles Foundation - Financial Services Against Cancer Experience March 2012 - Present
Job Financial Services Operations Executive
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer March 2012 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Bank of America August 2007 - May 2012
Investors Bank and Trust 2005 - 2007
Fidelity Investments 1987 - 2003
Skills
Investment Operations, Outsourcing and..., Mutual Fund Accounting..., Asset Management, Mutual Fund and..., Shareholder and Account..., Qualified Retirement..., Wealth Management..., Operational Risk..., Change Management, Certified Green Belt, Investments
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Securities Industry Institute
Suffolk University 1978 — 1980
MBA, Finance
Isenberg School of Management, UMass Amherst 1972 — 1976
BBA, Accounting
Bentley College
Pension and Employee Benefits Certification
Expect Miracles Foundation - Financial Services Against Cancer March 2012 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Bank of America August 2007 - May 2012
Investors Bank and Trust 2005 - 2007
Fidelity Investments 1987 - 2003
Skills
Investment Operations, Outsourcing and..., Mutual Fund Accounting..., Asset Management, Mutual Fund and..., Shareholder and Account..., Qualified Retirement..., Wealth Management..., Operational Risk..., Change Management, Certified Green Belt, Investments
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Securities Industry Institute
Suffolk University 1978 — 1980
MBA, Finance
Isenberg School of Management, UMass Amherst 1972 — 1976
BBA, Accounting
Bentley College
Pension and Employee Benefits Certification
Harvey Rosen's Expect Miracles Foundation - Financial Services Against Cancer Experience May 2015 - Present
Job JP Morgan
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
JPMorgan Chase May 2013 - Present
Citi Hedge Fund Services April 2010 - April 2013
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 1998 - July 2007
JPMorgan Chase October 1995 - April 1998
US Trust April 1988 - October 1995
Fidelity Investments April 1987 - April 1988
The Boston Company April 1982 - April 1987
State Street May 1980 - April 1982
Education
Bentley University 1976 — 1980
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
JPMorgan Chase May 2013 - Present
Citi Hedge Fund Services April 2010 - April 2013
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 1998 - July 2007
JPMorgan Chase October 1995 - April 1998
US Trust April 1988 - October 1995
Fidelity Investments April 1987 - April 1988
The Boston Company April 1982 - April 1987
State Street May 1980 - April 1982
Education
Bentley University 1976 — 1980
Hugh M. Kelly's Expect Miracles Foundation - Financial Services Against Cancer Experience May 2015 - Present
Job President at Harbor Fund Distributors
Industry Financial Services
Experience
Harbor Funds Distributors, Inc. 2002 - Present
Harbor Capital Advisors 2002 - Present
Derby Academy June 2012 - Present
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
Skills
Mutual Funds, Securities, ETFs, Risk Management, Investments, Asset Allocation, Asset Management, Series 7, Strategic Planning, Alternative Investments, Wealth Management, Series 63, FINRA, Series 6, Portfolio Management, Networking, Asset Managment, Morningstar, CRM, Financial Services, Fundraising, Leadership, Management
Education
Rensselaer Polytechnic Institute 1980 — 1983
Business / Communication
Syracuse University 1973 — 1977
Dual Degree BA, S.I. Newhouse School of Public Communication / Maxwell School of Pubilic Affairs
Harbor Funds Distributors, Inc. 2002 - Present
Harbor Capital Advisors 2002 - Present
Derby Academy June 2012 - Present
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
Skills
Mutual Funds, Securities, ETFs, Risk Management, Investments, Asset Allocation, Asset Management, Series 7, Strategic Planning, Alternative Investments, Wealth Management, Series 63, FINRA, Series 6, Portfolio Management, Networking, Asset Managment, Morningstar, CRM, Financial Services, Fundraising, Leadership, Management
Education
Rensselaer Polytechnic Institute 1980 — 1983
Business / Communication
Syracuse University 1973 — 1977
Dual Degree BA, S.I. Newhouse School of Public Communication / Maxwell School of Pubilic Affairs
Lynette Turner's Expect Miracles Foundation - Financial Services Against Cancer Experience October 2014 - Present
Job Managing Director at BNY Mellon Asset Servicing
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer October 2014 - Present
BNY Mellon Asset Servicing August 1998 - Present
Skills
Alternative Investments, Fixed Income, Financial Services, Hedge Funds, Securities, Mutual Funds, Series 7, Asset Management
Education
Rockhurst University
MBA, marketing and economics
Expect Miracles Foundation - Financial Services Against Cancer October 2014 - Present
BNY Mellon Asset Servicing August 1998 - Present
Skills
Alternative Investments, Fixed Income, Financial Services, Hedge Funds, Securities, Mutual Funds, Series 7, Asset Management
Education
Rockhurst University
MBA, marketing and economics
Donald DeBolt's Expect Miracles Foundation - Financial Services Against Cancer Experience May 2006 - October 2014
Job Executive Recruiter Financial Services at Daley and Associates
Industry Financial Services
Experience
Daley And Associates, LLC September 2013 - Present
Expect Miracles Foundation - Financial Services Against Cancer May 2006 - October 2014
Data Communique May 2011 - March 2013
RR Donnelley October 2008 - April 2011
GCom2 Solutions 2002 - 2008
Berkshire Staffing 1998 - 2002
Skills
Mutual Funds, Asset Managment, Hedge Funds, Financial Services, Equities, Securities, Alternative Investments, Fund Accounting, Fixed Income, Business Analysis, Process Improvement, Investments, Relationship Management, Investment Management, Financial Analysis
Education
Central Michigan University 1982 — 1986
BS, Finance
Daley And Associates, LLC September 2013 - Present
Expect Miracles Foundation - Financial Services Against Cancer May 2006 - October 2014
Data Communique May 2011 - March 2013
RR Donnelley October 2008 - April 2011
GCom2 Solutions 2002 - 2008
Berkshire Staffing 1998 - 2002
Skills
Mutual Funds, Asset Managment, Hedge Funds, Financial Services, Equities, Securities, Alternative Investments, Fund Accounting, Fixed Income, Business Analysis, Process Improvement, Investments, Relationship Management, Investment Management, Financial Analysis
Education
Central Michigan University 1982 — 1986
BS, Finance