Federated MDT Advisers
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DescriptionFounded: 1988 Parent organization: Federated InvestorsFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportMDT AdvisersWebsiteDirections Saved (0) Saved Save Financial planner in Boston, Massachusetts Address: 125 High St # 2100, Boston, MA 02110 Phone: (617) 235-7100Website: : Place name: : : Category: : Hours: : : Website: http://www.mdtadvisers.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of MDT Advisers Posting publicly on the Web Write a review Reviews Be the first to review
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Federated MDT Advisers Employees
Employee
Years
Job
Industry
Kevin Roundtree Kevin Roundtree's Federated MDT Advisers Experience July 2013 - Present
Job Investment Operations
Industry Financial Services
Experience
Federated MDT Advisers July 2013 - Present
Merrill Lynch September 2012 - March 2013
University of Southern California August 2008 - September 2012
Skills
Investments, Financial Analysis, Valuation, Mutual Funds, Equities, Asset Allocation, Capital Markets, Portfolio Management, Budgets, Asset Management, Finance, Series 7, Wealth Management, Bloomberg Terminal
Education
University of Southern California 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Federated MDT Advisers July 2013 - Present
Merrill Lynch September 2012 - March 2013
University of Southern California August 2008 - September 2012
Skills
Investments, Financial Analysis, Valuation, Mutual Funds, Equities, Asset Allocation, Capital Markets, Portfolio Management, Budgets, Asset Management, Finance, Series 7, Wealth Management, Bloomberg Terminal
Education
University of Southern California 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Shawn Mahoney Shawn Mahoney's Federated MDT Advisers Experience August 2012 - April 2015
Job Shareholders Services Senior Associate
Industry Financial Services
Experience
State Street Global Advisers April 2015 - Present
Federated MDT Advisers August 2012 - April 2015
State Street Bank 2010 - August 2012
Merrill Lynch 2007 - 2008
Education
Manhattan College 2005 — 2009
B.S., Finance
State Street Global Advisers April 2015 - Present
Federated MDT Advisers August 2012 - April 2015
State Street Bank 2010 - August 2012
Merrill Lynch 2007 - 2008
Education
Manhattan College 2005 — 2009
B.S., Finance
Brendan Welch Brendan Welch's Federated MDT Advisers Experience June 2013 - April 2015
Job Hedge Fund Accountant at Kaufman Rossin Fund Services
Industry Financial Services
Experience
Kaufman Rossin Fund Services April 2015 - Present
Federated MDT Advisers June 2013 - April 2015
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - December 2011
Matson Driscoll & Damico July 2010 - January 2011
Boston's Best Cruises May 2009 - September 2009
Skills
Microsoft Office, Financial Analysis, Auditing, Customer Service, Research, Project Portfolio..., New Hire Training, Business Analysis, Financial Services, Leadership, Project Management, Analysis
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance, Senior
Kaufman Rossin Fund Services April 2015 - Present
Federated MDT Advisers June 2013 - April 2015
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - December 2011
Matson Driscoll & Damico July 2010 - January 2011
Boston's Best Cruises May 2009 - September 2009
Skills
Microsoft Office, Financial Analysis, Auditing, Customer Service, Research, Project Portfolio..., New Hire Training, Business Analysis, Financial Services, Leadership, Project Management, Analysis
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance, Senior
Drew Crittenden Drew Crittenden's Federated MDT Advisers Experience July 2012 - December 2012
Job Financial Analyst at Tiger Group, LLC
Industry Financial Services
Experience
Tiger Group, LLC July 2014 - Present
Merrill Lynch June 2013 - December 2013
Federated MDT Advisers July 2012 - December 2012
The Hartford July 2011 - December 2011
Skills
Finance, Risk Management, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Data Analysis, Corporate Finance, Investments, Analysis, Bloomberg, Valuation, Management
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance, Entrepreneurship
Tiger Group, LLC July 2014 - Present
Merrill Lynch June 2013 - December 2013
Federated MDT Advisers July 2012 - December 2012
The Hartford July 2011 - December 2011
Skills
Finance, Risk Management, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Data Analysis, Corporate Finance, Investments, Analysis, Bloomberg, Valuation, Management
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance, Entrepreneurship
John Paul Lewicke John Paul Lewicke's Federated MDT Advisers Experience September 2014 - Present
Job Vice President at Federated MDT Advisers
Industry Financial Services
Experience
Federated MDT Advisers September 2014 - Present
Federated MDT Advisers March 2013 - September 2014
Federated MDT Advisers May 2010 - March 2013
Federated MDT Advisers July 2007 - May 2010
Dartmouth College January 2005 - December 2006
Skills
Financial Modeling, Python, Equities, Machine Learning, Portfolio Management, Portfolio Optimization, Economics, Ruby, Quantitative Analytics, C, Oracle OLAP, Statistics, Bloomberg, R, Ruby on Rails, Optimization, Optimizations, LaTeX, Yak Shaving, Equity Valuation, Mutual Funds, Data Analysis, Equity Research, Asset Management, Alternative Investments, Computer Science, Trading Systems, Investments, Asset Allocation
Education
Dartmouth College 2003 — 2007
B.A., Mathematics, Computer Science
Federated MDT Advisers September 2014 - Present
Federated MDT Advisers March 2013 - September 2014
Federated MDT Advisers May 2010 - March 2013
Federated MDT Advisers July 2007 - May 2010
Dartmouth College January 2005 - December 2006
Skills
Financial Modeling, Python, Equities, Machine Learning, Portfolio Management, Portfolio Optimization, Economics, Ruby, Quantitative Analytics, C, Oracle OLAP, Statistics, Bloomberg, R, Ruby on Rails, Optimization, Optimizations, LaTeX, Yak Shaving, Equity Valuation, Mutual Funds, Data Analysis, Equity Research, Asset Management, Alternative Investments, Computer Science, Trading Systems, Investments, Asset Allocation
Education
Dartmouth College 2003 — 2007
B.A., Mathematics, Computer Science
Alec Shanahan Alec Shanahan's Federated MDT Advisers Experience January 2014 - June 2014
Job Operations Analyst Development Program at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
Federated MDT Advisers January 2014 - June 2014
Liberty Mutual Insurance January 2013 - June 2013
Massachusetts Society for the Prevention of Cruelty to Children January 2012 - June 2012
Skills
Non-profits, Microsoft Excel, PowerPoint, Microsoft Word, Friendly Personality, Microsoft Office, Budgets, Accounting, Financial Reporting, Data Entry, Nonprofits, Research
Education
Northeastern University 2010 — 2015
Bachelor’s Degree, Finance and Management
Concord-Carlisle High School 2006 — 2010
High School
JPMorgan Chase & Co. February 2015 - Present
Federated MDT Advisers January 2014 - June 2014
Liberty Mutual Insurance January 2013 - June 2013
Massachusetts Society for the Prevention of Cruelty to Children January 2012 - June 2012
Skills
Non-profits, Microsoft Excel, PowerPoint, Microsoft Word, Friendly Personality, Microsoft Office, Budgets, Accounting, Financial Reporting, Data Entry, Nonprofits, Research
Education
Northeastern University 2010 — 2015
Bachelor’s Degree, Finance and Management
Concord-Carlisle High School 2006 — 2010
High School
Garrett Callahan's Federated MDT Advisers Experience April 2013 - December 2014
Job Sr. Operations Associate at Congress Asset Management
Industry Investment Management
Experience
Congress Asset Management December 2014 - Present
Federated MDT Advisers April 2013 - December 2014
Federated MDT Advisers April 2010 - April 2013
Skills
Asset Management, Mutual Funds, Marketing, Equities, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2009
Corvinus University of Budapest 2007 — 2007
University of Tampa 2005 — 2006
Congress Asset Management December 2014 - Present
Federated MDT Advisers April 2013 - December 2014
Federated MDT Advisers April 2010 - April 2013
Skills
Asset Management, Mutual Funds, Marketing, Equities, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2009
Corvinus University of Budapest 2007 — 2007
University of Tampa 2005 — 2006
Bertani Michael Bertani Michael's Federated MDT Advisers Experience April 2015 - Present
Job Assistant Portfolio and Trading Manager
Industry Financial Services
Experience
Federated MDT Advisers April 2015 - Present
Federated MDT Advisers January 2013 - Present
Federated MDT Advisers October 2008 - January 2013
Federated MDT Advisers February 2006 - October 2008
Morgan Stanley Wealth Management May 2005 - December 2005
Design Partnership of Cambridge August 2000 - May 2004
Skills
Bloomberg, Equities, Investments, Financial Modeling, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Strategic Financial..., Finance, Financial Planning, Mutual Funds, Trading, Management
Education
Roger Williams University
Bachelor's Degree, Financial Services, Minor in Architecture
Federated MDT Advisers April 2015 - Present
Federated MDT Advisers January 2013 - Present
Federated MDT Advisers October 2008 - January 2013
Federated MDT Advisers February 2006 - October 2008
Morgan Stanley Wealth Management May 2005 - December 2005
Design Partnership of Cambridge August 2000 - May 2004
Skills
Bloomberg, Equities, Investments, Financial Modeling, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Strategic Financial..., Finance, Financial Planning, Mutual Funds, Trading, Management
Education
Roger Williams University
Bachelor's Degree, Financial Services, Minor in Architecture
Chase Chevalier's Federated MDT Advisers Experience April 2007 - July 2011
Job Senior Financial Analyst at OMAM Old Mutual Asset Management
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management) March 2015 - Present
Unidine March 2014 - March 2015
Trust Capital- a Syndicate of Colonial Funding Network January 2013 - February 2014
Babson College August 2011 - May 2013
North Peak Asset Management June 2012 - August 2012
Federated MDT Advisers April 2007 - July 2011
State Street Bank July 2006 - April 2007
Private Consulting Group January 2006 - March 2006
UBS Wealth Management June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Financial Modeling, Investments, Finance, Financial Services, Portfolio Management, Access, Bloomberg, Mutual Funds, Valuation, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Financial Reporting, Forecasting, Hyperion Essbase, Capital IQ, Process Improvement, Planning Budgeting &..., NetSuite
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters in Business Administration, Corporate Finance
Union College 2002 — 2006
BA, Managerial Economics
OMAM (Old Mutual Asset Management) March 2015 - Present
Unidine March 2014 - March 2015
Trust Capital- a Syndicate of Colonial Funding Network January 2013 - February 2014
Babson College August 2011 - May 2013
North Peak Asset Management June 2012 - August 2012
Federated MDT Advisers April 2007 - July 2011
State Street Bank July 2006 - April 2007
Private Consulting Group January 2006 - March 2006
UBS Wealth Management June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Financial Modeling, Investments, Finance, Financial Services, Portfolio Management, Access, Bloomberg, Mutual Funds, Valuation, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Financial Reporting, Forecasting, Hyperion Essbase, Capital IQ, Process Improvement, Planning Budgeting &..., NetSuite
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters in Business Administration, Corporate Finance
Union College 2002 — 2006
BA, Managerial Economics
Scott Beals's Federated MDT Advisers Experience May 2015 - August 2015
Job Investment Operations Intern at Federated MDT Advisers
Industry Financial Services
Experience
Federated MDT Advisers May 2015 - August 2015
Digital Federal Credit Union May 2014 - August 2014
Hebert Candies September 2012 - August 2013
The TJX Companies, Inc. July 2011 - April 2012
Skills
Customer Service, Microsoft Word, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Credit Cards, Finance, Social Media, SAP
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Finance, General
Shrewsbury High School 2009 — 2013
Federated MDT Advisers May 2015 - August 2015
Digital Federal Credit Union May 2014 - August 2014
Hebert Candies September 2012 - August 2013
The TJX Companies, Inc. July 2011 - April 2012
Skills
Customer Service, Microsoft Word, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Credit Cards, Finance, Social Media, SAP
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Finance, General
Shrewsbury High School 2009 — 2013
Benjamin Alpert Benjamin Alpert's Federated MDT Advisers Experience July 2015 - Present
Job Investment Operations Specialist at Federated MDT Advisers
Industry Financial Services
Experience
Federated MDT Advisers July 2015 - Present
MFS Investment Management July 2014 - June 2015
Education
Northeastern University 2012 — 2017
Business Administration-Concentration in Finance
Gould Academy 2008 — 2012
High School Diploma, General Studies
Federated MDT Advisers July 2015 - Present
MFS Investment Management July 2014 - June 2015
Education
Northeastern University 2012 — 2017
Business Administration-Concentration in Finance
Gould Academy 2008 — 2012
High School Diploma, General Studies
Brian Hardy's Federated MDT Advisers Experience May 2007 - January 2010
Job Sales Consultant
Industry Investment Management
Experience
On-Call Restaurant Accounting September 2015 - Present
Federated Investors July 2014 - June 2015
Federated Investors January 2010 - July 2014
Federated MDT Advisers May 2007 - January 2010
Boston Capital September 2005 - May 2007
Skills
Investments, Equities, Marketing, Securities, Financial Advisory, Fixed Income, Investment Strategies, Direct Sales, Management, Series 7, Series 63, Mutual Funds, Asset Allocation, Separately Managed..., FINRA, Investment Management, Series 65, Sales
Education
Ohio Wesleyan University 1994 — 1998
Bachelor of Arts, History
University School 1987 — 1994
High School
On-Call Restaurant Accounting September 2015 - Present
Federated Investors July 2014 - June 2015
Federated Investors January 2010 - July 2014
Federated MDT Advisers May 2007 - January 2010
Boston Capital September 2005 - May 2007
Skills
Investments, Equities, Marketing, Securities, Financial Advisory, Fixed Income, Investment Strategies, Direct Sales, Management, Series 7, Series 63, Mutual Funds, Asset Allocation, Separately Managed..., FINRA, Investment Management, Series 65, Sales
Education
Ohio Wesleyan University 1994 — 1998
Bachelor of Arts, History
University School 1987 — 1994
High School
Anne Marie Schmitt's Federated MDT Advisers Experience January 2015 - June 2015
Job Northeastern U. Grad
Industry International Affairs
Experience
Federated MDT Advisers January 2015 - June 2015
Wayfair January 2014 - June 2014
TBubble September 2013 - April 2014
NCAA September 2011 - September 2013
White & Case July 2012 - August 2012
Hessen State Embassy May 2012 - July 2012
AAS September 2010 - May 2012
Skills
German, PowerPoint, Public Speaking, Time Management, Customer Service, Microsoft Office, Social Media, Photoshop, HTML, Facebook, Microsoft Excel, Microsoft Word, Social Media Marketing, Advertising, Marketing Communications, Debate, Red Cross Instructor, Red Cross Certified, PADI, Catamaran Licensed, Windsurfing, Fundraising, Pay Close Attention to..., English, Leadership
Education
Northeastern University 2011 — 2015
Bachelor of Arts (BA), Dual in International Affairs and Political Science with a minor in Business Management
Anglo American School of Moscow 2001 — 2011
International Baccalaureate & High School Diploma, High School/Secondary Diplomas and Certificates
Stanford University 2009 — 2010
Junior Statesmen of America Camper, International Relations & Debate
Zurich International School 2008 — 2009
High School, Ninth Grade
Deutsche Schule Moskau 1999 — 2002
Elementary School, German Speaking
Yale University 2009 — 2009
Junior Statesmen of America Camper, American History & Public Speaking
Federated MDT Advisers January 2015 - June 2015
Wayfair January 2014 - June 2014
TBubble September 2013 - April 2014
NCAA September 2011 - September 2013
White & Case July 2012 - August 2012
Hessen State Embassy May 2012 - July 2012
AAS September 2010 - May 2012
Skills
German, PowerPoint, Public Speaking, Time Management, Customer Service, Microsoft Office, Social Media, Photoshop, HTML, Facebook, Microsoft Excel, Microsoft Word, Social Media Marketing, Advertising, Marketing Communications, Debate, Red Cross Instructor, Red Cross Certified, PADI, Catamaran Licensed, Windsurfing, Fundraising, Pay Close Attention to..., English, Leadership
Education
Northeastern University 2011 — 2015
Bachelor of Arts (BA), Dual in International Affairs and Political Science with a minor in Business Management
Anglo American School of Moscow 2001 — 2011
International Baccalaureate & High School Diploma, High School/Secondary Diplomas and Certificates
Stanford University 2009 — 2010
Junior Statesmen of America Camper, International Relations & Debate
Zurich International School 2008 — 2009
High School, Ninth Grade
Deutsche Schule Moskau 1999 — 2002
Elementary School, German Speaking
Yale University 2009 — 2009
Junior Statesmen of America Camper, American History & Public Speaking
Will Zhou Will Zhou's Federated MDT Advisers Experience June 2014 - August 2014
Job Software Engineer at Google
Industry Computer Software
Experience
Google August 2015 - Present
Federated MDT Advisers June 2014 - August 2014
Janney Montegomery Scott March 2014 - May 2014
Dartmouth College June 2013 - November 2013
Education
Dartmouth College 2011 — 2015
Computer Science and Economics
Illinois Math and Science Academy 2008 — 2011
Google August 2015 - Present
Federated MDT Advisers June 2014 - August 2014
Janney Montegomery Scott March 2014 - May 2014
Dartmouth College June 2013 - November 2013
Education
Dartmouth College 2011 — 2015
Computer Science and Economics
Illinois Math and Science Academy 2008 — 2011
Devin Greaney Devin Greaney's Federated MDT Advisers Experience July 2013 - December 2013
Job Investment Operations at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2014 - Present
Federated MDT Advisers July 2013 - December 2013
State Street June 2012 - December 2012
L-3 Communications January 2011 - June 2011
Skills
Financial Analysis, Account Reconciliation, Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Outlook, Data Analysis, Analysis, Asset Management, Microsoft Word, Customer Service, Access, Process Improvement, Financial Reporting, Investments
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Finance and Accounting
Manchester High School West 2005 — 2009
Level II Candidate in the CFA Program
Eaton Vance August 2014 - Present
Federated MDT Advisers July 2013 - December 2013
State Street June 2012 - December 2012
L-3 Communications January 2011 - June 2011
Skills
Financial Analysis, Account Reconciliation, Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Outlook, Data Analysis, Analysis, Asset Management, Microsoft Word, Customer Service, Access, Process Improvement, Financial Reporting, Investments
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Finance and Accounting
Manchester High School West 2005 — 2009
Level II Candidate in the CFA Program
Jon McClain's Federated MDT Advisers Experience March 2012 - Present
Job Lead Technical Specialist at Federated MDT Advisers
Industry Information Technology and Services
Experience
Federated MDT Advisers March 2012 - Present
Federated Investors August 2007 - March 2012
John Hancock November 2004 - April 2007
Conchango April 1997 - August 2004
Skills
IT Strategy, Disaster Recovery, ITIL, Enterprise Software, Infrastructure, Technical Support, Microsoft Certified..., Active Directory, IT Management, Data Center, Vendor Management, VMware, Windows Server, Virtualization, SharePoint, Microsoft Exchange, SDLC, Servers, Cloud Computing, IT Service Management, VMware ESX, Enterprise Architecture, Business Continuity, Microsoft SQL Server, Information Technology, SQL, Integration, Outsourcing, IT Operations, Security, Solution Architecture
Education
University of Missouri-Columbia 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
Federated MDT Advisers March 2012 - Present
Federated Investors August 2007 - March 2012
John Hancock November 2004 - April 2007
Conchango April 1997 - August 2004
Skills
IT Strategy, Disaster Recovery, ITIL, Enterprise Software, Infrastructure, Technical Support, Microsoft Certified..., Active Directory, IT Management, Data Center, Vendor Management, VMware, Windows Server, Virtualization, SharePoint, Microsoft Exchange, SDLC, Servers, Cloud Computing, IT Service Management, VMware ESX, Enterprise Architecture, Business Continuity, Microsoft SQL Server, Information Technology, SQL, Integration, Outsourcing, IT Operations, Security, Solution Architecture
Education
University of Missouri-Columbia 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
Matt Dellelo, CFA's Federated MDT Advisers Experience 2004 - 2007
Job Associate Analyst at Leerink Partners LLC
Industry Financial Services
Experience
Leerink Partners LLC 2015 - Present
Eaton Vance 2008 - 2014
Eaton Vance 2007 - 2008
Federated MDT Advisers 2004 - 2007
Spectrum Capital 2003 - 2004
Skills
Valuation, Market Sizing, Competitive Analysis, Financial Modeling, Stock Picking, Equity Research, Equity Trading, Market Research, Bloomberg, Equities, Equity Valuation, Portfolio Management, Investments, Hedge Funds, Fixed Income, Financial Analysis, Trading, Asset Management, Capital Markets, Alternative Investments, Mutual Funds, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (B.S.), Economics (Finance concentration)
Università Commerciale 'Luigi Bocconi' 2001 — 2001
International Finance
Leerink Partners LLC 2015 - Present
Eaton Vance 2008 - 2014
Eaton Vance 2007 - 2008
Federated MDT Advisers 2004 - 2007
Spectrum Capital 2003 - 2004
Skills
Valuation, Market Sizing, Competitive Analysis, Financial Modeling, Stock Picking, Equity Research, Equity Trading, Market Research, Bloomberg, Equities, Equity Valuation, Portfolio Management, Investments, Hedge Funds, Fixed Income, Financial Analysis, Trading, Asset Management, Capital Markets, Alternative Investments, Mutual Funds, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (B.S.), Economics (Finance concentration)
Università Commerciale 'Luigi Bocconi' 2001 — 2001
International Finance
Mary Ellen Kudera's Federated MDT Advisers Experience February 2014 - Present
Job Office Manager at Federated MDT Advisers
Industry Investment Management
Experience
Federated MDT Advisers February 2014 - Present
MDT Advisers/A Federated Advisory Company 2008 - 2014
Kairos Partners 2002 - 2008
MDT Advisers 1999 - 2002
Education
Emmanuel College
BA
Federated MDT Advisers February 2014 - Present
MDT Advisers/A Federated Advisory Company 2008 - 2014
Kairos Partners 2002 - 2008
MDT Advisers 1999 - 2002
Education
Emmanuel College
BA
Michelle Malcolm's Federated MDT Advisers Experience June 2004 - August 2007
Job Bookkeeper/Office Manager
Industry Building Materials
Experience
Sama Millwork December 2013 - Present
Castile Ventures August 2007 - November 2008
Federated MDT Advisers June 2004 - August 2007
Skills
Microsoft Excel, Outlook, Customer Service, PowerPoint, Event Planning, Microsoft Office, Marketing
Education
Fairfield University 1996 — 2000
Bachelor of Science (BS), Management Information Systems, General
Sama Millwork December 2013 - Present
Castile Ventures August 2007 - November 2008
Federated MDT Advisers June 2004 - August 2007
Skills
Microsoft Excel, Outlook, Customer Service, PowerPoint, Event Planning, Microsoft Office, Marketing
Education
Fairfield University 1996 — 2000
Bachelor of Science (BS), Management Information Systems, General
Matt Lenore's Federated MDT Advisers Experience March 2010 - March 2013
Job Research Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital October 2013 - Present
Federated MDT Advisers March 2010 - March 2013
Federated MDT Advisers December 2007 - March 2010
Federated MDT Advisers March 2006 - December 2007
Skills
Equities, Bloomberg, Portfolio Management, Mutual Funds, Electronic Trading, Equity Trading, Asset Management, Trading, Investments, Asset Allocation, Equity Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Fixed Income
Education
Brandeis University 2001 — 2005
Bachelor of Arts, Economics, Cum Laude
Personal Capital October 2013 - Present
Federated MDT Advisers March 2010 - March 2013
Federated MDT Advisers December 2007 - March 2010
Federated MDT Advisers March 2006 - December 2007
Skills
Equities, Bloomberg, Portfolio Management, Mutual Funds, Electronic Trading, Equity Trading, Asset Management, Trading, Investments, Asset Allocation, Equity Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Fixed Income
Education
Brandeis University 2001 — 2005
Bachelor of Arts, Economics, Cum Laude
Andrew Hannigan's Federated MDT Advisers Experience June 2013 - Present
Job Associate Analyst at Federated MDT Advisers
Industry Computer Software
Experience
Federated MDT Advisers June 2013 - Present
Dartmouth College June 2011 - June 2013
Cogo Labs June 2012 - September 2012
Gilt Groupe September 2011 - December 2011
Dartmouth College September 2010 - December 2010
Skills
C, Scala, Java, Haskell, JavaScript, Machine Learning, Lucene, Python, Git, R, Bash, SQL, Ruby on Rails, Statistics
Education
Dartmouth College 2009 — 2013
B.A. Cum Laude with High Honors, Computer Science
St. John's Preparatory School 2005 — 2009
Federated MDT Advisers June 2013 - Present
Dartmouth College June 2011 - June 2013
Cogo Labs June 2012 - September 2012
Gilt Groupe September 2011 - December 2011
Dartmouth College September 2010 - December 2010
Skills
C, Scala, Java, Haskell, JavaScript, Machine Learning, Lucene, Python, Git, R, Bash, SQL, Ruby on Rails, Statistics
Education
Dartmouth College 2009 — 2013
B.A. Cum Laude with High Honors, Computer Science
St. John's Preparatory School 2005 — 2009
Erik Fortier, CTP's Federated MDT Advisers Experience January 2004 - July 2007
Job Supervisor, Treasury Operations at Starwood Hotels & Resorts Worldwide, Inc.
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. July 2013 - Present
Honeywell Aerospace November 2011 - July 2013
EnerNOC April 2008 - July 2011
Citi November 2007 - March 2008
Federated MDT Advisers January 2004 - July 2007
Skills
Aerospace, Aerospace/Defense, Electricity Markets, Smart Grid, Green Energy, Corporate Finance, Accounting, Treasury Management, Corporate Treasury, Treasury Functions, Cash Flow Forecasting, Financial Markets, Strategic Planning, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Budgeting, Financial Forecasting, Oracle Applications, Project Portfolio..., Program Management, Board Presentations, Contract Development, Banking, Project Planning, Project Implementation, Project Coordination, Epicor, Capital Budgeting, NPV, IRR, Derivatives, FX Hedging, P&L Management, 10 Key, Excel, Pivot Tables, PowerPoint, Presentation Development, M&A experience, Microsoft Excel, Budgets, Cash Flow, Account Reconciliation, Accounts Receivable
Education
Suffolk University - Sawyer School of Management 2010 — 2011
Master of Science (MS), Finance
Bentley University 1998 — 2002
BS, Management - Finance - Accounting
Starwood Hotels & Resorts Worldwide, Inc. July 2013 - Present
Honeywell Aerospace November 2011 - July 2013
EnerNOC April 2008 - July 2011
Citi November 2007 - March 2008
Federated MDT Advisers January 2004 - July 2007
Skills
Aerospace, Aerospace/Defense, Electricity Markets, Smart Grid, Green Energy, Corporate Finance, Accounting, Treasury Management, Corporate Treasury, Treasury Functions, Cash Flow Forecasting, Financial Markets, Strategic Planning, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Budgeting, Financial Forecasting, Oracle Applications, Project Portfolio..., Program Management, Board Presentations, Contract Development, Banking, Project Planning, Project Implementation, Project Coordination, Epicor, Capital Budgeting, NPV, IRR, Derivatives, FX Hedging, P&L Management, 10 Key, Excel, Pivot Tables, PowerPoint, Presentation Development, M&A experience, Microsoft Excel, Budgets, Cash Flow, Account Reconciliation, Accounts Receivable
Education
Suffolk University - Sawyer School of Management 2010 — 2011
Master of Science (MS), Finance
Bentley University 1998 — 2002
BS, Management - Finance - Accounting
Li Hui Xie's Federated MDT Advisers Experience May 2015 - Present
Job Investment Operations Specialist
Industry Higher Education
Experience
Federated MDT Advisers May 2015 - Present
Brown Brothers Harriman March 2014 - September 2014
Northeastern University September 2008 - December 2013
AIG January 2013 - June 2013
Casino City January 2012 - June 2012
BCG & Company January 2011 - June 2011
Skills
Financial Analysis, Financial Modeling, Market Share Analysis, Statistical Analysis, Statistics, Data Analysis, Data Mining, VBA, Excel, Access, Stata, Matlab, Actuarial Science, Catastrophe Modeling
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Economics
Charlestown High School 2004 — 2008
Federated MDT Advisers May 2015 - Present
Brown Brothers Harriman March 2014 - September 2014
Northeastern University September 2008 - December 2013
AIG January 2013 - June 2013
Casino City January 2012 - June 2012
BCG & Company January 2011 - June 2011
Skills
Financial Analysis, Financial Modeling, Market Share Analysis, Statistical Analysis, Statistics, Data Analysis, Data Mining, VBA, Excel, Access, Stata, Matlab, Actuarial Science, Catastrophe Modeling
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Economics
Charlestown High School 2004 — 2008
Ann Power's Federated MDT Advisers Experience October 2010 - October 2011
Job Director at Major, Lindsey & Africa
Industry Human Resources
Experience
Major, Lindsey & Africa October 2014 - Present
Stuart Weitzman Holdings, LLC January 2014 - October 2014
Stuart Weitzman Holdings, LLC September 2012 - January 2014
Jones Lang LaSalle September 2011 - September 2012
Federated MDT Advisers October 2010 - October 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Outlook, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Research, Photoshop, Marketing, Negotiation, InDesign, Retail, Marketing Strategy, Sales, Account Management, Facebook, Social Media, Spanish, Social Media Marketing, Social Networking, Marketing Communications, Salesforce.com, Market Research, Leadership, Management, Recruiting, Blogging, Time Management, Event Management, Advertising, Inventory Management, Public Speaking, Public Relations, Training, Merchandising, Nonprofits
Education
Fordham University 2006 — 2010
Bachelor of Arts (B.A.), History and Spanish
Universitat de les Illes Balears 2009 — 2009
Portsmouth Abbey School 2002 — 2006
High School Diploma
Major, Lindsey & Africa October 2014 - Present
Stuart Weitzman Holdings, LLC January 2014 - October 2014
Stuart Weitzman Holdings, LLC September 2012 - January 2014
Jones Lang LaSalle September 2011 - September 2012
Federated MDT Advisers October 2010 - October 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Outlook, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Research, Photoshop, Marketing, Negotiation, InDesign, Retail, Marketing Strategy, Sales, Account Management, Facebook, Social Media, Spanish, Social Media Marketing, Social Networking, Marketing Communications, Salesforce.com, Market Research, Leadership, Management, Recruiting, Blogging, Time Management, Event Management, Advertising, Inventory Management, Public Speaking, Public Relations, Training, Merchandising, Nonprofits
Education
Fordham University 2006 — 2010
Bachelor of Arts (B.A.), History and Spanish
Universitat de les Illes Balears 2009 — 2009
Portsmouth Abbey School 2002 — 2006
High School Diploma
Justin Semke's Federated MDT Advisers Experience 2013 - 2013
Job Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Federated MDT Advisers 2013 - 2013
Brown Brothers Harriman 2012 - 2012
Sapers & Wallack, Inc. 2011 - 2011
The Solar Energy Consortium 2010 - 2010
Education
Northeastern University 2009 — 2014
Ameriprise Financial Services, Inc. June 2014 - Present
Federated MDT Advisers 2013 - 2013
Brown Brothers Harriman 2012 - 2012
Sapers & Wallack, Inc. 2011 - 2011
The Solar Energy Consortium 2010 - 2010
Education
Northeastern University 2009 — 2014
Clark Shields's Federated MDT Advisers Experience March 2000 - June 2004
Job Equities Research at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2015 - Present
T. Rowe Price August 2006 - May 2015
Federated MDT Advisers March 2000 - June 2004
Harris Williams & Co. August 1998 - March 2000
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Washington and Lee University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Wellington Management June 2015 - Present
T. Rowe Price August 2006 - May 2015
Federated MDT Advisers March 2000 - June 2004
Harris Williams & Co. August 1998 - March 2000
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Washington and Lee University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Nathaniel Sherman's Federated MDT Advisers Experience May 2013 - August 2013
Job
Industry Marketing and Advertising
Experience
Federated MDT Advisers May 2013 - August 2013
Education
Seton Hall University 2012 — 2016
Bishop Feehan High School 2008 — 2012
Federated MDT Advisers May 2013 - August 2013
Education
Seton Hall University 2012 — 2016
Bishop Feehan High School 2008 — 2012
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY