FundQuest Company
Industry: Company
DescriptionFounded: 1999 Parent organizations: BNP Paribas, BNP Paribas Investment Partners
FundQuest List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FundQuest. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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FundQuest Employees
Employee
Years
Job
Industry
Christopher Tsai, CFA Christopher Tsai, CFA's FundQuest Experience June 2007 - August 2007
Job at Wellington Management
Industry Investment Management
Experience
Wellington Management December 2014 - Present
The Blackstone Group February 2010 - November 2014
The Blackstone Group August 2008 - December 2009
Oppenheimer & Co. September 2007 - December 2007
FundQuest June 2007 - August 2007
Expeditors International June 2006 - August 2006
Skills
Bloomberg, Factset, Microsoft Office, Hedge Funds, Portfolio Management, Mutual Funds, Financial Modeling, Alternative Investments, Equity Research, Capital Markets, Data Analysis, Fixed Income, Analysis
Education
Boston University - School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance
Wellington Management December 2014 - Present
The Blackstone Group February 2010 - November 2014
The Blackstone Group August 2008 - December 2009
Oppenheimer & Co. September 2007 - December 2007
FundQuest June 2007 - August 2007
Expeditors International June 2006 - August 2006
Skills
Bloomberg, Factset, Microsoft Office, Hedge Funds, Portfolio Management, Mutual Funds, Financial Modeling, Alternative Investments, Equity Research, Capital Markets, Data Analysis, Fixed Income, Analysis
Education
Boston University - School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance
Rob Mast's FundQuest Experience 2006 - 2007
Job Marketing Strategy and Communications Expert
Industry Marketing and Advertising
Experience
Merrill Lynch July 2015 - Present
MastMedia Communications January 2009 - Present
US Trust February 2010 - June 2014
Concord/Carlisle Television January 2011 - January 2014
Natixis Global Associates December 2007 - November 2008
FundQuest 2006 - 2007
Bank of America July 2000 - January 2005
John Hancock Funds Inc June 1996 - July 2000
Published Image June 1995 - June 1996
Putnam Investments 1990 - 1995
Skills
Digital Marketing, Video Production, Film Production, Social Media Marketing, Marketing Strategy, Creative Development, Online Marketing, Marketing Communications, Social Media, Creative Direction, Digital Media, Video, Photography, Editing, Public Relations, Marketing, Publishing, Content Strategy, Digital Strategy, Marketing Management, Multimedia, Brand Management, Integrated Marketing
Education
Boston University 2008 — 2010
Filmmaking
Penn State University
Communications
Merrill Lynch July 2015 - Present
MastMedia Communications January 2009 - Present
US Trust February 2010 - June 2014
Concord/Carlisle Television January 2011 - January 2014
Natixis Global Associates December 2007 - November 2008
FundQuest 2006 - 2007
Bank of America July 2000 - January 2005
John Hancock Funds Inc June 1996 - July 2000
Published Image June 1995 - June 1996
Putnam Investments 1990 - 1995
Skills
Digital Marketing, Video Production, Film Production, Social Media Marketing, Marketing Strategy, Creative Development, Online Marketing, Marketing Communications, Social Media, Creative Direction, Digital Media, Video, Photography, Editing, Public Relations, Marketing, Publishing, Content Strategy, Digital Strategy, Marketing Management, Multimedia, Brand Management, Integrated Marketing
Education
Boston University 2008 — 2010
Filmmaking
Penn State University
Communications
Ashley Hewitt Ashley Hewitt's FundQuest Experience May 2006 - March 2011
Job Sr. Administrative Assistant, US Corp Neurology Sales at Biogen Idec
Industry Human Resources
Experience
Biogen Idec January 2015 - Present
Biogen Idec July 2013 - Present
Biogen Idec March 2012 - July 2013
Myriant March 2011 - March 2012
FundQuest May 2006 - March 2011
Skills
Talent Acquisition, Recruiting, Human Resources, Onboarding, Applicant Tracking..., College Recruiting, Performance Management, Employee Relations, Talent Management, Technical Recruiting, HRIS, Employee Benefits, Succession Planning, Organizational..., Deferred Compensation, Training, Customer Service, Organizational...
Education
University of Rhode Island 2000 — 2004
BM, Music Education
Biogen Idec January 2015 - Present
Biogen Idec July 2013 - Present
Biogen Idec March 2012 - July 2013
Myriant March 2011 - March 2012
FundQuest May 2006 - March 2011
Skills
Talent Acquisition, Recruiting, Human Resources, Onboarding, Applicant Tracking..., College Recruiting, Performance Management, Employee Relations, Talent Management, Technical Recruiting, HRIS, Employee Benefits, Succession Planning, Organizational..., Deferred Compensation, Training, Customer Service, Organizational...
Education
University of Rhode Island 2000 — 2004
BM, Music Education
Colin Linneweber Colin Linneweber's FundQuest Experience September 2006 - December 2011
Job Digital Content Manager at Hasbro Inc.
Industry Writing and Editing
Experience
Colin Linneweber Corporate Copywriting, L.L.C. May 2005 - Present
Hasbro Inc. April 2015 - August 2015
Gannett Company, Inc. December 2013 - August 2014
AOL/Patch Media January 2012 - February 2013
Boston Laser February 2012 - September 2012
FundQuest September 2006 - December 2011
Gold's Gym June 2003 - August 2006
Skills
Social Media, Copywriting, Press Releases, SEO, Newsletters, Public Relations, Editing, Marketing, Management, Online Advertising, Storytelling, Sports, Event Management, Feature Articles, Social Networking, Media Relations, Social Media Marketing, Account Management, Advertising, Publicity, Email Marketing, Publishing, Web Content, Interviews, Corporate Communications, Editorial, Public Speaking, Sports Writing, Sports Analysis, Freelance Writing, Radio, Publications, Blogging, Copy Editing, Journalism, Newspapers, Facebook, Creative Writing, AP Style, Digital Media, News Writing, New Media, Content Strategy, Content Management, Magazines, Content Development, Online Marketing, Salesforce.com, Online Journalism, Proofreading
Education
Monmouth University 2000 — 2003
Bachelor of Arts, Communication
Monmouth University 2000 — 2003
Bachelor's Degree, Bachelor of Arts in Communication, 3.3 GPA
Colin Linneweber Corporate Copywriting, L.L.C. May 2005 - Present
Hasbro Inc. April 2015 - August 2015
Gannett Company, Inc. December 2013 - August 2014
AOL/Patch Media January 2012 - February 2013
Boston Laser February 2012 - September 2012
FundQuest September 2006 - December 2011
Gold's Gym June 2003 - August 2006
Skills
Social Media, Copywriting, Press Releases, SEO, Newsletters, Public Relations, Editing, Marketing, Management, Online Advertising, Storytelling, Sports, Event Management, Feature Articles, Social Networking, Media Relations, Social Media Marketing, Account Management, Advertising, Publicity, Email Marketing, Publishing, Web Content, Interviews, Corporate Communications, Editorial, Public Speaking, Sports Writing, Sports Analysis, Freelance Writing, Radio, Publications, Blogging, Copy Editing, Journalism, Newspapers, Facebook, Creative Writing, AP Style, Digital Media, News Writing, New Media, Content Strategy, Content Management, Magazines, Content Development, Online Marketing, Salesforce.com, Online Journalism, Proofreading
Education
Monmouth University 2000 — 2003
Bachelor of Arts, Communication
Monmouth University 2000 — 2003
Bachelor's Degree, Bachelor of Arts in Communication, 3.3 GPA
Thomas Masterson Thomas Masterson's FundQuest Experience June 2010 - December 2011
Job Programmer Analyst
Industry Financial Services
Experience
MSPCA-Angell August 2013 - Present
Envestnet Asset Management December 2011 - Present
FundQuest June 2010 - December 2011
FundQuest June 2006 - June 2010
FundQuest January 2002 - June 2006
FundQuest October 2000 - January 2002
Commercial Union (now Aviva Life Insurance Company) June 1974 - October 2000
Skills
Visual Foxpro, T-SQL, C, C#, ASP, JavaScript, VBscript, HTML, XML, Visual Basic, MVS/JCL, TSO, Roscoe, CICS, Life/70, COM+, Microsoft SQL Server, SQL Reporting Services, VSAM, BizTalk, Vision Builder, Vision Journey, FTP, Java, VBScript, Business Analysis, SDLC, SSRS, .NET, Databases, Web Applications, Agile Methodologies, Software Development
Education
Bridgewater State University 1997 — 2001
Computer Science
Massasoit Community College 1980 — 1990
AS, Business
MSPCA-Angell August 2013 - Present
Envestnet Asset Management December 2011 - Present
FundQuest June 2010 - December 2011
FundQuest June 2006 - June 2010
FundQuest January 2002 - June 2006
FundQuest October 2000 - January 2002
Commercial Union (now Aviva Life Insurance Company) June 1974 - October 2000
Skills
Visual Foxpro, T-SQL, C, C#, ASP, JavaScript, VBscript, HTML, XML, Visual Basic, MVS/JCL, TSO, Roscoe, CICS, Life/70, COM+, Microsoft SQL Server, SQL Reporting Services, VSAM, BizTalk, Vision Builder, Vision Journey, FTP, Java, VBScript, Business Analysis, SDLC, SSRS, .NET, Databases, Web Applications, Agile Methodologies, Software Development
Education
Bridgewater State University 1997 — 2001
Computer Science
Massasoit Community College 1980 — 1990
AS, Business
Chris Fountas's FundQuest Experience July 2001 - June 2003
Job Director at CERES Group
Industry Information Technology and Services
Experience
CERES Group August 2015 - Present
AVID Technical Resources August 2011 - July 2015
Overture Partners August 2010 - July 2011
Hollister Associates, Inc. April 2008 - July 2010
Gardner Resources Consulting June 2004 - January 2008
Randstad April 2003 - May 2004
FundQuest July 2001 - June 2003
Skills
Technical Recruiting, Talent Acquisition, Applicant Tracking..., Internet Recruiting, Contract Recruitment, Recruiting, Sourcing, Staff Augmentation, Staffing Services, SharePoint, Benefits Negotiation, Business Analysis, Interviews, Temporary Placement, Human Resources, Management, Consulting, Permanent Placement, Information Technology, Temporary Staffing
Education
Bryant University 1988 — 1992
Bachelor of Science, Management
CERES Group August 2015 - Present
AVID Technical Resources August 2011 - July 2015
Overture Partners August 2010 - July 2011
Hollister Associates, Inc. April 2008 - July 2010
Gardner Resources Consulting June 2004 - January 2008
Randstad April 2003 - May 2004
FundQuest July 2001 - June 2003
Skills
Technical Recruiting, Talent Acquisition, Applicant Tracking..., Internet Recruiting, Contract Recruitment, Recruiting, Sourcing, Staff Augmentation, Staffing Services, SharePoint, Benefits Negotiation, Business Analysis, Interviews, Temporary Placement, Human Resources, Management, Consulting, Permanent Placement, Information Technology, Temporary Staffing
Education
Bryant University 1988 — 1992
Bachelor of Science, Management
Marco Ambrosoli Marco Ambrosoli's FundQuest Experience 2002 - 2010
Job Experienced IT Executive and Consultant
Industry Information Technology and Services
Experience
College Kickstart LLC 2013 - Present
IT Solutions 2012 - Present
FourWinds Capital Management 2010 - 2012
FundQuest 2002 - 2010
Skills
Enterprise Software, Cloud Computing, Financial Modeling, Asset Managment, Vendor Management, SaaS, Project Management, Agile Methodologies, ITIL, IT Strategy, Risk Management, Derivatives, Business Strategy, Process Improvement, Integration, Virtualization, Business Intelligence, Product Management, Business Analysis, Requirements Analysis, Software Development, Enterprise Architecture, Strategy, Asset Management, Management Consulting, Project Portfolio..., Program Management, Cross-functional Team..., SDLC, Start-ups, Infrastructure, Consulting, Professional Services, Business Development
Education
MIT
Bachelor's degree, Physics
Boston College
Master of Arts (MA), Philosophy
College Kickstart LLC 2013 - Present
IT Solutions 2012 - Present
FourWinds Capital Management 2010 - 2012
FundQuest 2002 - 2010
Skills
Enterprise Software, Cloud Computing, Financial Modeling, Asset Managment, Vendor Management, SaaS, Project Management, Agile Methodologies, ITIL, IT Strategy, Risk Management, Derivatives, Business Strategy, Process Improvement, Integration, Virtualization, Business Intelligence, Product Management, Business Analysis, Requirements Analysis, Software Development, Enterprise Architecture, Strategy, Asset Management, Management Consulting, Project Portfolio..., Program Management, Cross-functional Team..., SDLC, Start-ups, Infrastructure, Consulting, Professional Services, Business Development
Education
MIT
Bachelor's degree, Physics
Boston College
Master of Arts (MA), Philosophy
Michelle Renderos Michelle Renderos's FundQuest Experience April 2008 - May 2010
Job
Industry Design
Experience
Brown Brothers Harriman November 2013 - March 2014
KLR August 2013 - October 2013
Sovereign Bank September 2012 - April 2013
Schnitzer Steel October 2010 - March 2012
FundQuest April 2008 - May 2010
Boston Red Sox July 2005 - September 2007
Skills
Editing, Filing, Customer Service, Microsoft Office, Networking, Office Management, Proofreading, Oracle, Accounts Payable, Call Center..., Retail, Microsoft Excel, PowerPoint, QuickBooks, Research, Problem Solving, Postage Meter, Writing, Phone Etiquette, Cost Management, Bilingual-English/Spanis..., Calendar Planning, Security Clearance, Mail Sorting, Supervising, Outlook, Data Entry, Receptionist Duties, Microsoft Word, Management, Social Networking, Sales
Education
Regis College 2003 — 2007
Bachelor of Arts (BA), Communication, General
Bond University 2006 — 2006
Study Abroad
John D. O'Bryant 1999 — 2003
High School Diploma, Math & Science
Brown Brothers Harriman November 2013 - March 2014
KLR August 2013 - October 2013
Sovereign Bank September 2012 - April 2013
Schnitzer Steel October 2010 - March 2012
FundQuest April 2008 - May 2010
Boston Red Sox July 2005 - September 2007
Skills
Editing, Filing, Customer Service, Microsoft Office, Networking, Office Management, Proofreading, Oracle, Accounts Payable, Call Center..., Retail, Microsoft Excel, PowerPoint, QuickBooks, Research, Problem Solving, Postage Meter, Writing, Phone Etiquette, Cost Management, Bilingual-English/Spanis..., Calendar Planning, Security Clearance, Mail Sorting, Supervising, Outlook, Data Entry, Receptionist Duties, Microsoft Word, Management, Social Networking, Sales
Education
Regis College 2003 — 2007
Bachelor of Arts (BA), Communication, General
Bond University 2006 — 2006
Study Abroad
John D. O'Bryant 1999 — 2003
High School Diploma, Math & Science
Alexander Yuzhakov Alexander Yuzhakov's FundQuest Experience December 2004 - June 2010
Job Senior Investment Analyst
Industry Investment Management
Experience
SCS Financial February 2015 - Present
Manulife Asset Management June 2011 - January 2015
Boston University School of Management January 2010 - May 2011
FundQuest December 2004 - June 2010
Insight Out Of Chaos June 1999 - February 2001
Skills
Equities, Bloomberg, Investments, Valuation, Mutual Funds, Asset Allocation, Microsoft Excel, Portfolio Management, Fixed Income, Asset Managment, Financial Modeling, Financial Analysis, Fundamental Analysis, Quantitative Analytics, Hedge Funds, Derivatives, Capital Markets, VBA, Options, Analysis, Investment Strategies, Portfolio Optimization
Education
Boston University - School of Management 2010 — 2011
Master of Science, Investment Management
Boston University Graduate School of Management 2009 — 2011
MSIM, Finance
University of Massachusetts Boston 2001 — 2004
Bachelor of Science, Mathematics
SCS Financial February 2015 - Present
Manulife Asset Management June 2011 - January 2015
Boston University School of Management January 2010 - May 2011
FundQuest December 2004 - June 2010
Insight Out Of Chaos June 1999 - February 2001
Skills
Equities, Bloomberg, Investments, Valuation, Mutual Funds, Asset Allocation, Microsoft Excel, Portfolio Management, Fixed Income, Asset Managment, Financial Modeling, Financial Analysis, Fundamental Analysis, Quantitative Analytics, Hedge Funds, Derivatives, Capital Markets, VBA, Options, Analysis, Investment Strategies, Portfolio Optimization
Education
Boston University - School of Management 2010 — 2011
Master of Science, Investment Management
Boston University Graduate School of Management 2009 — 2011
MSIM, Finance
University of Massachusetts Boston 2001 — 2004
Bachelor of Science, Mathematics
Joanna (Odella) Damp Joanna (Odella) Damp's FundQuest Experience May 2002 - October 2003
Job Vice President, Intermediary Business Group at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2013 - Present
SunGard Financial Systems July 2012 - June 2013
Boston Technologies Inc September 2011 - March 2012
Old Mutual Asset Management Trust Company June 2008 - September 2011
Old Mutual Financial Network September 2007 - June 2008
Old Mutual Asset Management September 2003 - June 2008
Old Mutual Investment Group South Africa June 2005 - June 2006
FundQuest May 2002 - October 2003
NCR Corporation May 1998 - August 2001
Skills
Project Management, Event Management, Marketing Communications
Education
Emerson College 2001 — 2003
MA Integrated Marketing Communications
Clemson University 1994 — 1998
BS Marketing
Kettering Fairmont
•American InterContinental University
State Street Global Advisors June 2013 - Present
SunGard Financial Systems July 2012 - June 2013
Boston Technologies Inc September 2011 - March 2012
Old Mutual Asset Management Trust Company June 2008 - September 2011
Old Mutual Financial Network September 2007 - June 2008
Old Mutual Asset Management September 2003 - June 2008
Old Mutual Investment Group South Africa June 2005 - June 2006
FundQuest May 2002 - October 2003
NCR Corporation May 1998 - August 2001
Skills
Project Management, Event Management, Marketing Communications
Education
Emerson College 2001 — 2003
MA Integrated Marketing Communications
Clemson University 1994 — 1998
BS Marketing
Kettering Fairmont
•American InterContinental University
Matthew Whitbread, CFA, CAIA, FRM's FundQuest Experience August 2008 - November 2011
Job Investment Manager at Baring Asset Management
Industry Financial Services
Experience
Baring Asset Management November 2011 - Present
FundQuest August 2008 - November 2011
Pyramis Global Advisors March 2006 - August 2008
MFS Investment Management November 2000 - March 2006
Investors Bank & Trust September 1999 - November 2000
Skills
Portfolio Management, Investments, Mutual Funds, Equity Research, Equities, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Derivatives, Valuation, Financial Modeling, Capital Markets, Bonds, Financial Markets
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Economics & Finance
Baring Asset Management November 2011 - Present
FundQuest August 2008 - November 2011
Pyramis Global Advisors March 2006 - August 2008
MFS Investment Management November 2000 - March 2006
Investors Bank & Trust September 1999 - November 2000
Skills
Portfolio Management, Investments, Mutual Funds, Equity Research, Equities, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Derivatives, Valuation, Financial Modeling, Capital Markets, Bonds, Financial Markets
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Economics & Finance
Scott Tobey, CFP® AIF®'s FundQuest Experience January 2008 - March 2010
Job Wealth Management Sales Consultant
Industry Financial Services
Experience
Signator Investors, Inc./John Hancock Financial Network March 2010 - Present
FundQuest January 2008 - March 2010
State Street November 2005 - January 2008
Staples Business Advantage June 2005 - November 2005
Skills
Mutual Funds, Alternative Investments, Asset Management, Relationship Management, Investments, Series 7, Asset Allocation, Microsoft Excel, Financial Advisory, Hedge Funds, Excel, Financial Analysis, Portfolio Management, PowerPoint, Microsoft Office, Account Management, Equities, Product Management, Customer Service, Microsoft Word, Customer Relations, Trading, Word, Funding, Problem Solving, Access, Compliance, Outlook, Fixed Income, Bloomberg, Product Development, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Asset Management
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Marketing Management
Syracuse University - Maxwell School 2001 — 2005
BA, International Relations
Signator Investors, Inc./John Hancock Financial Network March 2010 - Present
FundQuest January 2008 - March 2010
State Street November 2005 - January 2008
Staples Business Advantage June 2005 - November 2005
Skills
Mutual Funds, Alternative Investments, Asset Management, Relationship Management, Investments, Series 7, Asset Allocation, Microsoft Excel, Financial Advisory, Hedge Funds, Excel, Financial Analysis, Portfolio Management, PowerPoint, Microsoft Office, Account Management, Equities, Product Management, Customer Service, Microsoft Word, Customer Relations, Trading, Word, Funding, Problem Solving, Access, Compliance, Outlook, Fixed Income, Bloomberg, Product Development, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Asset Management
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Marketing Management
Syracuse University - Maxwell School 2001 — 2005
BA, International Relations
Lincoln Ross Lincoln Ross's FundQuest Experience June 2010 - December 2011
Job Executive Vice President Advisory Services
Industry Financial Services
Experience
Envestnet December 2011 - Present
FundQuest June 2010 - December 2011
FundQuest October 2005 - June 2010
Skills
Mutual Funds, Management, Asset Management, Series 7, Securities, Equities, Asset Allocation, Investments, Portfolio Management, Financial Services, Series 63, Fixed Income, Alternative Investments, Wealth Management, Hedge Funds, Bloomberg, Investment Management, Risk Management, Capital Markets, Product Development, Relationship Management
Education
Boston University 2004 — 2008
Master of Science (M.S.), Computer Science
University of New Hampshire 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Envestnet December 2011 - Present
FundQuest June 2010 - December 2011
FundQuest October 2005 - June 2010
Skills
Mutual Funds, Management, Asset Management, Series 7, Securities, Equities, Asset Allocation, Investments, Portfolio Management, Financial Services, Series 63, Fixed Income, Alternative Investments, Wealth Management, Hedge Funds, Bloomberg, Investment Management, Risk Management, Capital Markets, Product Development, Relationship Management
Education
Boston University 2004 — 2008
Master of Science (M.S.), Computer Science
University of New Hampshire 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Scott Donnelly Scott Donnelly's FundQuest Experience May 2005 - December 2011
Job Deputy Head of Permanent Control North America at BNP Paribas Investment Partners
Industry Financial Services
Experience
BNP Paribas Investment Partners November 2013 - Present
BNP Paribas December 2011 - November 2013
FundQuest May 2005 - December 2011
U.S. Wealth Management October 2000 - May 2005
Fidelity Investments May 1998 - October 2000
Natixis September 1993 - April 1998
Boston Financial Data Services November 1992 - September 1993
Skills
Mutual Funds, Securities, Series 7, Equities, Wealth Management, Series 63, Derivatives, Compliance, Asset Management, Alternative Investments, Hedge Funds, Investment Advisory, Fixed Income, ETFs, Asset Allocation, FINRA, Financial Services, Investment Management, Investments, Series 24, Bloomberg
Education
Stonehill College 1988 — 1992
BA, Political Science / Criminal Justice
BNP Paribas Investment Partners November 2013 - Present
BNP Paribas December 2011 - November 2013
FundQuest May 2005 - December 2011
U.S. Wealth Management October 2000 - May 2005
Fidelity Investments May 1998 - October 2000
Natixis September 1993 - April 1998
Boston Financial Data Services November 1992 - September 1993
Skills
Mutual Funds, Securities, Series 7, Equities, Wealth Management, Series 63, Derivatives, Compliance, Asset Management, Alternative Investments, Hedge Funds, Investment Advisory, Fixed Income, ETFs, Asset Allocation, FINRA, Financial Services, Investment Management, Investments, Series 24, Bloomberg
Education
Stonehill College 1988 — 1992
BA, Political Science / Criminal Justice
Michael Roy, CIMA Michael Roy, CIMA's FundQuest Experience July 2011 - January 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Investment Professionals, Inc. March 2012 - June 2013
FundQuest July 2011 - January 2012
DWS Scudder May 2004 - July 2010
Columbia Management 1996 - 2004
John Hancock Financial Services June 1991 - June 1993
Skills
Investments, Asset Management, Financial Advisory, Mutual Funds, Series 63, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Asset Managment, Alternative Investments, Insurance, Estate Planning, Finance, Financial Planning, Sales Management, Separately Managed..., Business Relationship..., Investment Products, Wholesaling, Series 66
Education
Suffolk University 1998 — 2001
MBA, International Business
Bentley University 1987 — 1991
BS, Finance
Holy Name CCHS 1983 — 1987
High School Diploma
Fidelity Investments July 2013 - Present
Investment Professionals, Inc. March 2012 - June 2013
FundQuest July 2011 - January 2012
DWS Scudder May 2004 - July 2010
Columbia Management 1996 - 2004
John Hancock Financial Services June 1991 - June 1993
Skills
Investments, Asset Management, Financial Advisory, Mutual Funds, Series 63, Wealth Management, Financial Services, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Asset Managment, Alternative Investments, Insurance, Estate Planning, Finance, Financial Planning, Sales Management, Separately Managed..., Business Relationship..., Investment Products, Wholesaling, Series 66
Education
Suffolk University 1998 — 2001
MBA, International Business
Bentley University 1987 — 1991
BS, Finance
Holy Name CCHS 1983 — 1987
High School Diploma
James Kang's FundQuest Experience April 2007 - December 2007
Job Manager at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC November 2012 - June 2015
Beacon Consulting Group January 2010 - October 2012
Aite Group January 2008 - December 2009
FundQuest April 2007 - December 2007
State Street June 2006 - October 2006
Skills
Financial Services, Capital Markets, Due Diligence, Fund Accounting, Risk Management, Business Process..., Business Strategy, Asset Management, Business Process Design, Asset Managment, Process Improvement, Shared Services, Market Research, Resource Allocation, Time Study, Project Management, Legal Compliance
Education
Tufts University 2002 — 2006
B.A., Economics
Don Bosco Preparatory High School 1998 — 2002
PwC July 2015 - Present
PwC November 2012 - June 2015
Beacon Consulting Group January 2010 - October 2012
Aite Group January 2008 - December 2009
FundQuest April 2007 - December 2007
State Street June 2006 - October 2006
Skills
Financial Services, Capital Markets, Due Diligence, Fund Accounting, Risk Management, Business Process..., Business Strategy, Asset Management, Business Process Design, Asset Managment, Process Improvement, Shared Services, Market Research, Resource Allocation, Time Study, Project Management, Legal Compliance
Education
Tufts University 2002 — 2006
B.A., Economics
Don Bosco Preparatory High School 1998 — 2002
Jim Bulger Jim Bulger's FundQuest Experience May 2010 - May 2011
Job Regional Consultant at Beaumont Capital Management (BCM)
Industry Financial Services
Experience
Beaumont Capital Management (BCM) November 2014 - Present
AssetMark May 2011 - October 2014
FundQuest May 2010 - May 2011
FundQuest February 2002 - May 2010
Fidelity Investments 1999 - 2001
Morgan Stanley Dean Witter January 1997 - December 1998
Northwestern Mutual December 1995 - January 1997
Skills
Mutual Funds, Separately Managed..., Asset Allocation, ETFs, Alternative Investments, Wealth Management, Finance, Series 63, Financial Advisory, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Investment Strategies, FINRA, Asset Management, Fixed Annuities, Financial Services, Investments, 401k, Equities
Education
University of Rhode Island 1991 — 1995
BA, Economics
Beaumont Capital Management (BCM) November 2014 - Present
AssetMark May 2011 - October 2014
FundQuest May 2010 - May 2011
FundQuest February 2002 - May 2010
Fidelity Investments 1999 - 2001
Morgan Stanley Dean Witter January 1997 - December 1998
Northwestern Mutual December 1995 - January 1997
Skills
Mutual Funds, Separately Managed..., Asset Allocation, ETFs, Alternative Investments, Wealth Management, Finance, Series 63, Financial Advisory, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Investment Strategies, FINRA, Asset Management, Fixed Annuities, Financial Services, Investments, 401k, Equities
Education
University of Rhode Island 1991 — 1995
BA, Economics
James Salsich James Salsich's FundQuest Experience March 2008 - June 2010
Job Elementary & Special Education
Industry Education Management
Experience
St. Ann's Home and School June 2013 - Present
Medford Public Schools November 2012 - June 2013
Belmont Public Schools October 2012 - June 2013
Arlington Pop Warner Football August 2011 - October 2012
Lesley University Summer Compass Program June 2012 - August 2012
Hardy Elementary School November 2011 - June 2012
Ottoson Middle School October 2010 - November 2011
Boys & Girls Club Of Boston November 2007 - June 2011
FundQuest March 2008 - June 2010
FundQuest July 2007 - March 2008
Skills
Teaching, Special Education, Literacy, Research, Asperger's Syndrome, Tutoring, Middle School, Math, Elementary School, Public Speaking, Moderate Special Needs, Classroom Management, Curriculum Development, Curriculum Design, Higher Education, Asperger's, Classroom, Elementary Education, Lesson Planning, Microsoft Office, Staff Development
Education
Lesley University 2010 — 2012
Masters, Elementary Education & Special Education
Bowdoin College 1999 — 2003
BA, English
Phillips Exeter Academy 1998 — 1999
High School, 12
Natick High School 1994 — 1998
High School, 9-12
St. Ann's Home and School June 2013 - Present
Medford Public Schools November 2012 - June 2013
Belmont Public Schools October 2012 - June 2013
Arlington Pop Warner Football August 2011 - October 2012
Lesley University Summer Compass Program June 2012 - August 2012
Hardy Elementary School November 2011 - June 2012
Ottoson Middle School October 2010 - November 2011
Boys & Girls Club Of Boston November 2007 - June 2011
FundQuest March 2008 - June 2010
FundQuest July 2007 - March 2008
Skills
Teaching, Special Education, Literacy, Research, Asperger's Syndrome, Tutoring, Middle School, Math, Elementary School, Public Speaking, Moderate Special Needs, Classroom Management, Curriculum Development, Curriculum Design, Higher Education, Asperger's, Classroom, Elementary Education, Lesson Planning, Microsoft Office, Staff Development
Education
Lesley University 2010 — 2012
Masters, Elementary Education & Special Education
Bowdoin College 1999 — 2003
BA, English
Phillips Exeter Academy 1998 — 1999
High School, 12
Natick High School 1994 — 1998
High School, 9-12
David Root's FundQuest Experience June 2006 - August 2010
Job Senior Vice President, Global Institutional Business Development, Envestnet Inc.
Industry Financial Services
Experience
Envestnet Inc. April 2010 - Present
FundQuest June 2006 - August 2010
Neuberger Berman August 1997 - May 2006
Strong Capital Management February 1995 - July 1997
LPL Financial Services January 1992 - January 1995
Putnam Investments August 1986 - December 1991
Skills
Business Strategy, Enterprise Software, Finance, Financial Advisory, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Program Management, Sales Management
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Keene State College 1975 — 1979
BS Management, Business
Envestnet Inc. April 2010 - Present
FundQuest June 2006 - August 2010
Neuberger Berman August 1997 - May 2006
Strong Capital Management February 1995 - July 1997
LPL Financial Services January 1992 - January 1995
Putnam Investments August 1986 - December 1991
Skills
Business Strategy, Enterprise Software, Finance, Financial Advisory, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Program Management, Sales Management
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Keene State College 1975 — 1979
BS Management, Business
Joanne Hartung Joanne Hartung's FundQuest Experience January 2009 - January 2011
Job V.P. Product Development at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management April 2010 - Present
FundQuest January 2009 - January 2011
FundQuest January 2008 - January 2009
FundQuest January 2002 - January 2008
FundQuest April 1998 - January 2002
The Marshall Plan- Investment Management Firm April 1994 - April 1998
Pershing January 1988 - April 1994
Boston Stock Exchange September 1987 - January 1988
Education
University of Maine 1983 — 1987
BS, Marketing/Management
Envestnet Asset Management April 2010 - Present
FundQuest January 2009 - January 2011
FundQuest January 2008 - January 2009
FundQuest January 2002 - January 2008
FundQuest April 1998 - January 2002
The Marshall Plan- Investment Management Firm April 1994 - April 1998
Pershing January 1988 - April 1994
Boston Stock Exchange September 1987 - January 1988
Education
University of Maine 1983 — 1987
BS, Marketing/Management
Margaret Valliere's FundQuest Experience May 2004 - September 2007
Job Instrument Coordinator at Instrumentation Laboratory
Industry Medical Devices
Experience
Instrumentation Laboratory June 2009 - Present
Cushman & Wakefield October 2008 - January 2009
Cushman & Wakefield June 2008 - October 2008
l'Academie de Lille October 2007 - April 2008
FundQuest May 2004 - September 2007
ENSEEIHT October 2005 - June 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Outlook, Microsoft Word, Process Improvement, Research, Social Media, Analysis, French, Public Speaking, Training, Minitab, Visio, Marketing, Management, Cross-functional Team..., Medical Devices, Six Sigma
Education
2003 — 2007
BA, French
Université de Toulouse-le-Mirail (Toulouse II) 2005 — 2006
Lettres Modernes
Instrumentation Laboratory June 2009 - Present
Cushman & Wakefield October 2008 - January 2009
Cushman & Wakefield June 2008 - October 2008
l'Academie de Lille October 2007 - April 2008
FundQuest May 2004 - September 2007
ENSEEIHT October 2005 - June 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Outlook, Microsoft Word, Process Improvement, Research, Social Media, Analysis, French, Public Speaking, Training, Minitab, Visio, Marketing, Management, Cross-functional Team..., Medical Devices, Six Sigma
Education
2003 — 2007
BA, French
Université de Toulouse-le-Mirail (Toulouse II) 2005 — 2006
Lettres Modernes
Cindy Joyce's FundQuest Experience January 2006 - June 2010
Job Founder at Pillar Search
Industry Human Resources
Experience
Pillar Search August 2015 - Present
Executive Recruiting and Human Resources Consultant July 2010 - Present
Lois L. Lindauer Searches, LLC August 2013 - April 2015
Harvard Law School August 2011 - October 2012
FundQuest January 2006 - June 2010
The Kessler Group August 2004 - January 2006
State Street Research & Management May 2000 - August 2004
COPLEY FINANCIAL GROUP January 1999 - May 2000
PDG (Knowledge Impact) August 1995 - January 1999
Scudder Investments August 1992 - August 1995
Skills
Direct Recruiting, Performance Management, Strategic Planning, Writing, MBTI Certified, Coaching, Constructive Feedback, Organizational..., Organizational..., Negotiation, Relationship Developer, Retention Strategies, Change Management, Training & Development, Talent Management, Executive Coaching, Volunteer Management, Volunteer Training, Corporate Communications, Social Media, Social Networking, Blogging, MBTI, Recruiting, Onboarding, Employee Training, Employee Engagement, Management, Leadership Development, Training, Succession Planning, Employee Benefits, Team Building, Human Resources, Personnel Management, Strategy, Workforce Planning, Leadership, Talent Acquisition
Education
Lesley University
M.S., Organizational Development
Regis College
B.S., Psychology
Pillar Search August 2015 - Present
Executive Recruiting and Human Resources Consultant July 2010 - Present
Lois L. Lindauer Searches, LLC August 2013 - April 2015
Harvard Law School August 2011 - October 2012
FundQuest January 2006 - June 2010
The Kessler Group August 2004 - January 2006
State Street Research & Management May 2000 - August 2004
COPLEY FINANCIAL GROUP January 1999 - May 2000
PDG (Knowledge Impact) August 1995 - January 1999
Scudder Investments August 1992 - August 1995
Skills
Direct Recruiting, Performance Management, Strategic Planning, Writing, MBTI Certified, Coaching, Constructive Feedback, Organizational..., Organizational..., Negotiation, Relationship Developer, Retention Strategies, Change Management, Training & Development, Talent Management, Executive Coaching, Volunteer Management, Volunteer Training, Corporate Communications, Social Media, Social Networking, Blogging, MBTI, Recruiting, Onboarding, Employee Training, Employee Engagement, Management, Leadership Development, Training, Succession Planning, Employee Benefits, Team Building, Human Resources, Personnel Management, Strategy, Workforce Planning, Leadership, Talent Acquisition
Education
Lesley University
M.S., Organizational Development
Regis College
B.S., Psychology
Vickie Edwards Vickie Edwards's FundQuest Experience June 2000 - January 2001
Job VP, Director, Eastern Division Sales and Consulting at AssetMark, Inc.
Industry Financial Services
Experience
Assetmark, Inc. January 2001 - Present
AssetMark Investment Services January 2001 - October 2007
FundQuest June 2000 - January 2001
Investment Advisory Network May 1995 - June 2000
Portfolio Management Consultants May 1992 - June 1995
Skills
Investment Consulting, Customer Relations, Practice Management, Sales Management, Public Speaking, Series 7, New Business Development, Series 65, Series 24, Wealth Management, Financial Advisory, Separately Managed..., Asset Allocation, Investment Strategies, Financial Services, Investment Management, Investments
Education
The Ohio State University 1986 — 1989
BA, English, Communications
Assetmark, Inc. January 2001 - Present
AssetMark Investment Services January 2001 - October 2007
FundQuest June 2000 - January 2001
Investment Advisory Network May 1995 - June 2000
Portfolio Management Consultants May 1992 - June 1995
Skills
Investment Consulting, Customer Relations, Practice Management, Sales Management, Public Speaking, Series 7, New Business Development, Series 65, Series 24, Wealth Management, Financial Advisory, Separately Managed..., Asset Allocation, Investment Strategies, Financial Services, Investment Management, Investments
Education
The Ohio State University 1986 — 1989
BA, English, Communications
Danielle Masciarelli Danielle Masciarelli's FundQuest Experience October 2005 - October 2007
Job Oracle Reseller/VP MashTechnologyGroup
Industry Financial Services
Experience
Mash Enterprise Technology Group 2014 - 2015
LifeYield, LLC March 2010 - January 2014
Oracle November 2007 - January 2009
FundQuest October 2005 - October 2007
GUARDIAN INVESTOR SERVICES July 2003 - October 2005
W.B. MASON June 2002 - January 2003
Skills
Customer Relations, Outlook, Excel, Word, Microsoft Office, Relationship Management, Key Account Development, Key Account Management, Sales Management, IT Solutions
Education
Stonehill College
Bachelor of Science, Education/Communications
Mash Enterprise Technology Group 2014 - 2015
LifeYield, LLC March 2010 - January 2014
Oracle November 2007 - January 2009
FundQuest October 2005 - October 2007
GUARDIAN INVESTOR SERVICES July 2003 - October 2005
W.B. MASON June 2002 - January 2003
Skills
Customer Relations, Outlook, Excel, Word, Microsoft Office, Relationship Management, Key Account Development, Key Account Management, Sales Management, IT Solutions
Education
Stonehill College
Bachelor of Science, Education/Communications
Andre Tosado's FundQuest Experience April 2004 - November 2006
Job Combatives & SelfDefense Instructor
Industry Health, Wellness and Fitness
Experience
Defensivefit, LLC April 2013 - Present
Barclays September 2012 - December 2014
Barclays Capital September 2008 - September 2012
UBS Wealth Management November 2006 - June 2008
FundQuest April 2004 - November 2006
Hanover Insurance Group, Inc May 2000 - April 2004
Skills
Securities, Bloomberg, Fixed Income, Account Reconciliation, Middle Office, Derivatives, Capital Markets, Mutual Funds, Financial Analysis, Analysis, Alternative Investments, Finance, Financial Services, Trading, Options, Trading Systems, Investments, Risk Management, Settlement, Microsoft Excel, Business Analysis, Microsoft Office, Customer Service, Equities, Process Improvement, Leadership
Education
Suffolk University 2005 — 2005
Business credits, Business courses, 3.0
Worcester Technical Institute 1992 — 1994
Diploma, Graphic Design, 3.5
Defensivefit, LLC April 2013 - Present
Barclays September 2012 - December 2014
Barclays Capital September 2008 - September 2012
UBS Wealth Management November 2006 - June 2008
FundQuest April 2004 - November 2006
Hanover Insurance Group, Inc May 2000 - April 2004
Skills
Securities, Bloomberg, Fixed Income, Account Reconciliation, Middle Office, Derivatives, Capital Markets, Mutual Funds, Financial Analysis, Analysis, Alternative Investments, Finance, Financial Services, Trading, Options, Trading Systems, Investments, Risk Management, Settlement, Microsoft Excel, Business Analysis, Microsoft Office, Customer Service, Equities, Process Improvement, Leadership
Education
Suffolk University 2005 — 2005
Business credits, Business courses, 3.0
Worcester Technical Institute 1992 — 1994
Diploma, Graphic Design, 3.5
Rick Darr Rick Darr's FundQuest Experience September 2004 - November 2010
Job Retirement Sales Consultant at Beaumont Capital Management (BCM)
Industry Financial Services
Experience
Beaumont Capital Management (BCM) December 2014 - Present
AssetMark, Inc. November 2010 - October 2014
FundQuest September 2004 - November 2010
FundQuest June 2003 - September 2004
Guardian Investor Services Corp. May 2001 - June 2002
Sun Life Financial October 2000 - May 2001
Skills
Financial Advisory, Asset, Series 63, Mutual Funds, Series 6, Series 65, ETFs, Separately Managed..., Practice Management, Portfolio Management, Asset Allocation, Finance, Investments, Retirement Planning, 401k, Alternative Investments, Asset Management, FINRA, Financial Services, Fixed Annuities, Investment Advisory, IRAs, Investment Management, Relationship Management, Retirement, Investment Strategies, Strategic Financial..., Uniform Combined State..., Wealth Management, Securities
Education
Roger Williams University 1994 — 1998
B.S., Accounting
Boston College High School 1990 — 1994
College Prep
Beaumont Capital Management (BCM) December 2014 - Present
AssetMark, Inc. November 2010 - October 2014
FundQuest September 2004 - November 2010
FundQuest June 2003 - September 2004
Guardian Investor Services Corp. May 2001 - June 2002
Sun Life Financial October 2000 - May 2001
Skills
Financial Advisory, Asset, Series 63, Mutual Funds, Series 6, Series 65, ETFs, Separately Managed..., Practice Management, Portfolio Management, Asset Allocation, Finance, Investments, Retirement Planning, 401k, Alternative Investments, Asset Management, FINRA, Financial Services, Fixed Annuities, Investment Advisory, IRAs, Investment Management, Relationship Management, Retirement, Investment Strategies, Strategic Financial..., Uniform Combined State..., Wealth Management, Securities
Education
Roger Williams University 1994 — 1998
B.S., Accounting
Boston College High School 1990 — 1994
College Prep
Meghan Bergman, CFP Meghan Bergman, CFP's FundQuest Experience 2003 - 2006
Job Senior Vice President | Director of Asset Management | Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors October 2006 - Present
FundQuest 2003 - 2006
Skills
Asset Managment, Retirement Planning, Risk Management, Asset Management
Education
Chatham High School
University of Colorado at Boulder
Lenox Advisors October 2006 - Present
FundQuest 2003 - 2006
Skills
Asset Managment, Retirement Planning, Risk Management, Asset Management
Education
Chatham High School
University of Colorado at Boulder
Andy Effron's FundQuest Experience 2002 - 2004
Job Senior Corporate Recruiter at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Liberty Mutual Insurance November 2012 - April 2013
State Street Global Advisors August 2011 - November 2012
Fidelity Investments 2010 - 2011
Ameriprise Financial Services, Inc. March 2009 - November 2009
Investors Capital 2005 - 2009
FundQuest 2002 - 2004
AccountPros 1996 - 2002
Skills
Financial Services, Investments, Recruiting, Executive Search, Broker-Dealer, Wholesale, Mutual Funds, Talent Acquisition, Fixed Income, Wealth Management, Relationship Management, Applicant Tracking..., College Recruiting, RIA, Asset Managment, Technical Recruiting, Securities, Asset Management, Insurance, Retirement, CRM, Human Resources, Onboarding, Screening, Internet Recruiting, Sourcing
Education
Bryant University 1990 — 1994
Finance, Investments
Sun Life Financial April 2013 - Present
Liberty Mutual Insurance November 2012 - April 2013
State Street Global Advisors August 2011 - November 2012
Fidelity Investments 2010 - 2011
Ameriprise Financial Services, Inc. March 2009 - November 2009
Investors Capital 2005 - 2009
FundQuest 2002 - 2004
AccountPros 1996 - 2002
Skills
Financial Services, Investments, Recruiting, Executive Search, Broker-Dealer, Wholesale, Mutual Funds, Talent Acquisition, Fixed Income, Wealth Management, Relationship Management, Applicant Tracking..., College Recruiting, RIA, Asset Managment, Technical Recruiting, Securities, Asset Management, Insurance, Retirement, CRM, Human Resources, Onboarding, Screening, Internet Recruiting, Sourcing
Education
Bryant University 1990 — 1994
Finance, Investments
Andrew Sabola's FundQuest Experience October 2004 - April 2011
Job Owner at Gelateria Gemelli
Industry Food & Beverages
Experience
Gelateria Gemelli March 2015 - Present
Manulife Asset Management May 2011 - February 2015
FundQuest October 2004 - April 2011
Pioneer Investments 2000 - 2004
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Wealth Management, Securities, Frozen Desserts, Investment Advisory, ETFs, Investment Strategies, Retirement Planning, Investment Management, Investments, Entrepreneurship, Alcoholic Beverages, Fine Dining
Education
Suffolk University - Sawyer Business School 2007 — 2008
MBA
University of Massachusetts Boston 1999 — 2003
Northfield Mount Hermon 1997 — 1999
Gelateria Gemelli March 2015 - Present
Manulife Asset Management May 2011 - February 2015
FundQuest October 2004 - April 2011
Pioneer Investments 2000 - 2004
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Wealth Management, Securities, Frozen Desserts, Investment Advisory, ETFs, Investment Strategies, Retirement Planning, Investment Management, Investments, Entrepreneurship, Alcoholic Beverages, Fine Dining
Education
Suffolk University - Sawyer Business School 2007 — 2008
MBA
University of Massachusetts Boston 1999 — 2003
Northfield Mount Hermon 1997 — 1999
Kristin Allard's FundQuest Experience September 2010 - December 2011
Job Relationship Manager at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management December 2011 - Present
FundQuest September 2010 - December 2011
FundQuest June 2009 - September 2010
Fidelity Investments July 2008 - June 2009
Skills
Wealth Management, Investments, Retirement, Financial Advisory, Finance, Portfolio Management, Mutual Funds, Management, Financial Services, Series 63, Investment Advisory, Securities, Equities, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration, Concentration in Finance, Minor in Economics
Budapesti Corvinus Egyetem 2007 — 2007
Study Abroad, Business Concentration
Envestnet Asset Management December 2011 - Present
FundQuest September 2010 - December 2011
FundQuest June 2009 - September 2010
Fidelity Investments July 2008 - June 2009
Skills
Wealth Management, Investments, Retirement, Financial Advisory, Finance, Portfolio Management, Mutual Funds, Management, Financial Services, Series 63, Investment Advisory, Securities, Equities, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration, Concentration in Finance, Minor in Economics
Budapesti Corvinus Egyetem 2007 — 2007
Study Abroad, Business Concentration
Sean Cooper's FundQuest Experience December 2000 - October 2002
Job Circulation Sales at On the Avenue Mktg/Wall St Journal
Industry Financial Services
Experience
On the Avenue Marketing/Wall St Journal 2012 - Present
RW Smith February 2011 - January 2012
John Hancock May 2004 - January 2011
Smith Barney October 2002 - May 2004
FundQuest December 2000 - October 2002
Speedrents.Com December 1999 - November 2000
Bank of America Securities January 1998 - December 1999
Charles Schwab January 1994 - January 1998
Fidelity Investments January 1991 - January 1994
Dale Carnegie Training 1992 - 1994
Skills
Series 7, Series 63, Series 24, Fixed Income, Equities, Trading, Bonds, Insurance, Annuity, FINRA, Options, Customer Relations, Bloomberg, Risk Management, Compliance, Mutual Funds, Capital Markets, Fixed Annuities, Portfolio Management, Financial Risk, Sales, Customer Service, Direct Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, FINANCE
Bentley University
BS, Marketing
On the Avenue Marketing/Wall St Journal 2012 - Present
RW Smith February 2011 - January 2012
John Hancock May 2004 - January 2011
Smith Barney October 2002 - May 2004
FundQuest December 2000 - October 2002
Speedrents.Com December 1999 - November 2000
Bank of America Securities January 1998 - December 1999
Charles Schwab January 1994 - January 1998
Fidelity Investments January 1991 - January 1994
Dale Carnegie Training 1992 - 1994
Skills
Series 7, Series 63, Series 24, Fixed Income, Equities, Trading, Bonds, Insurance, Annuity, FINRA, Options, Customer Relations, Bloomberg, Risk Management, Compliance, Mutual Funds, Capital Markets, Fixed Annuities, Portfolio Management, Financial Risk, Sales, Customer Service, Direct Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, FINANCE
Bentley University
BS, Marketing
Michael Mazzaferro's FundQuest Experience February 2008 - March 2010
Job Global Client Transition Associate at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2012 - Present
Envestnet Asset Management March 2010 - July 2012
FundQuest February 2008 - March 2010
State Street (Investors Bank and Trust) August 2006 - February 2008
Skills
Transition Management, Asset Allocation, Equities, Mutual Funds, Portfolio Management, Analysis, Securities, Trading, Investments, Bonds, ETFs, Finance, Bloomberg
Education
Boston University Questrom School of Business 2012 — 2015
MBA, Concentration in Strategy and Business Analysis
Saint Anselm College 2002 — 2006
Bachelor of Arts, Business
MFS Investment Management July 2012 - Present
Envestnet Asset Management March 2010 - July 2012
FundQuest February 2008 - March 2010
State Street (Investors Bank and Trust) August 2006 - February 2008
Skills
Transition Management, Asset Allocation, Equities, Mutual Funds, Portfolio Management, Analysis, Securities, Trading, Investments, Bonds, ETFs, Finance, Bloomberg
Education
Boston University Questrom School of Business 2012 — 2015
MBA, Concentration in Strategy and Business Analysis
Saint Anselm College 2002 — 2006
Bachelor of Arts, Business
Gina Lorusso's FundQuest Experience March 2004 - June 2010
Job Real Estate Agent
Industry Real Estate
Experience
Managed Wealth Strategies September 2011 - March 2012
Managed Wealth Strategies September 2011 - February 2012
The Roosevelt Investment Group February 2011 - September 2011
The Roosevelt Investment Group February 2011 - September 2011
FundQuest, Inc April 2004 - June 2010
FundQuest March 2004 - June 2010
PFPC Global Fund Services April 1997 - March 2004
PFPC GLOBAL FUND SERVICES April 1997 - March 2004
Skills
APL, Excel, PowerPoint, Series 63, Microsoft Excel, Mutual Funds, Series 7, Bloomberg, Series 6, CRM, Finance
Education
Quinsigamond Community College 1996 — 1998
Finance
Managed Wealth Strategies September 2011 - March 2012
Managed Wealth Strategies September 2011 - February 2012
The Roosevelt Investment Group February 2011 - September 2011
The Roosevelt Investment Group February 2011 - September 2011
FundQuest, Inc April 2004 - June 2010
FundQuest March 2004 - June 2010
PFPC Global Fund Services April 1997 - March 2004
PFPC GLOBAL FUND SERVICES April 1997 - March 2004
Skills
APL, Excel, PowerPoint, Series 63, Microsoft Excel, Mutual Funds, Series 7, Bloomberg, Series 6, CRM, Finance
Education
Quinsigamond Community College 1996 — 1998
Finance
Ernesto DiGiambattista, CRISC's FundQuest Experience 2002 - 2004
Job Technology & Security Executive
Industry Financial Services
Experience
Sentinel Benefits & Financial Group August 2011 - Present
Security Innovation Network (SINET) July 2015 - Present
Massachusetts Technology Collaborative May 2015 - Present
SecureWorld Expo January 2012 - Present
Suffolk University September 2013 - Present
Bank of America January 2010 - July 2011
Bank of America November 2006 - January 2010
Bank of America October 2004 - October 2006
FundQuest 2002 - 2004
NICE Systems 2002 - 2003
Skills
SaaS, Cloud Storage, Private Cloud, Risk Management, Information Security..., Information Security, Security, Enterprise Risk..., Vendor Management, Disaster Recovery, Strategic Planning, Leadership, IT Audit, Executive Management, Project Management, Business Continuity, Mergers & Acquisitions, COBIT, Finance, Financial Services, Enterprise Software, Negotiation, Software Project..., Banking, Business Process..., Acquisition Integration, Risk Assessment, Governance, CRISC, Business Acquisition, Workplace Giving
Education
Suffolk University - Sawyer School of Management
BSBA, Computer Infomation Systems, Finance
Suffolk University - Sawyer School of Management
Master of Business Administration
Sentinel Benefits & Financial Group August 2011 - Present
Security Innovation Network (SINET) July 2015 - Present
Massachusetts Technology Collaborative May 2015 - Present
SecureWorld Expo January 2012 - Present
Suffolk University September 2013 - Present
Bank of America January 2010 - July 2011
Bank of America November 2006 - January 2010
Bank of America October 2004 - October 2006
FundQuest 2002 - 2004
NICE Systems 2002 - 2003
Skills
SaaS, Cloud Storage, Private Cloud, Risk Management, Information Security..., Information Security, Security, Enterprise Risk..., Vendor Management, Disaster Recovery, Strategic Planning, Leadership, IT Audit, Executive Management, Project Management, Business Continuity, Mergers & Acquisitions, COBIT, Finance, Financial Services, Enterprise Software, Negotiation, Software Project..., Banking, Business Process..., Acquisition Integration, Risk Assessment, Governance, CRISC, Business Acquisition, Workplace Giving
Education
Suffolk University - Sawyer School of Management
BSBA, Computer Infomation Systems, Finance
Suffolk University - Sawyer School of Management
Master of Business Administration
John P. Iodice, Jr. John P. Iodice, Jr.'s FundQuest Experience December 2007 - November 2010
Job Vice President at Fidelity Prime Services
Industry Capital Markets
Experience
Fidelity Prime Services July 2014 - Present
Fidelity Investments November 2010 - July 2014
FundQuest December 2007 - November 2010
FundQuest August 2007 - December 2007
FundQuest December 2006 - July 2007
Skills
Insurance, Financial Services, Mutual Funds, Series 6, Series 63, Portfolio Management, Series 7, Sales Operations
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
MBA, Leadership & Management
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Science
Milton High School 1995 — 1999
Fidelity Prime Services July 2014 - Present
Fidelity Investments November 2010 - July 2014
FundQuest December 2007 - November 2010
FundQuest August 2007 - December 2007
FundQuest December 2006 - July 2007
Skills
Insurance, Financial Services, Mutual Funds, Series 6, Series 63, Portfolio Management, Series 7, Sales Operations
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
MBA, Leadership & Management
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Science
Milton High School 1995 — 1999
John Gardner, CFA John Gardner, CFA's FundQuest Experience January 2002 - June 2010
Job Financial Advisor at Citizens Bank
Industry Investment Management
Experience
Citizens Bank January 2013 - Present
Edward Jones June 2011 - January 2013
Integrated Financial Partners July 2010 - June 2011
FundQuest January 2002 - June 2010
Capital Analysts of New England 1996 - 2001
New England Banking Institute 1985 - 1997
Boston Security Analyst Society 1991 - 1996
Amica Mutual Insurance Co. 1993 - 1995
Skills
Asset Allocation, Fixed Income
Education
Suffolk University - Sawyer Business School 1980 — 1983
MBA, Finance
Citizens Bank January 2013 - Present
Edward Jones June 2011 - January 2013
Integrated Financial Partners July 2010 - June 2011
FundQuest January 2002 - June 2010
Capital Analysts of New England 1996 - 2001
New England Banking Institute 1985 - 1997
Boston Security Analyst Society 1991 - 1996
Amica Mutual Insurance Co. 1993 - 1995
Skills
Asset Allocation, Fixed Income
Education
Suffolk University - Sawyer Business School 1980 — 1983
MBA, Finance
Ahmed Rob Ahmed Rob's FundQuest Experience July 2000 - June 2010
Job Sr. Software Engineer at FundQuest, Inc.
Industry Financial Services
Experience
DAA Enterprises, Inc. January 2011 - Present
FundQuest July 2000 - June 2010
FundQuest 2000 - 2010
Skills
WCF, Agile Methodologies, JavaScript, Software Project..., C#, .NET, T-SQL, ASP.NET, SSRS, Scrum, XML, SSIS, Visual Basic, SDLC, SQL, Microsoft SQL Server, Software Development, Entity Framework, Visio
Education
University of Massachusetts Lowell 1990 — 1995
Bachelor, Electrical Engineering
University of Massachusetts at Lowell 1990 — 1995
Bachelor's degree, Electrical Engineering Major/Computer Science Minor
DAA Enterprises, Inc. January 2011 - Present
FundQuest July 2000 - June 2010
FundQuest 2000 - 2010
Skills
WCF, Agile Methodologies, JavaScript, Software Project..., C#, .NET, T-SQL, ASP.NET, SSRS, Scrum, XML, SSIS, Visual Basic, SDLC, SQL, Microsoft SQL Server, Software Development, Entity Framework, Visio
Education
University of Massachusetts Lowell 1990 — 1995
Bachelor, Electrical Engineering
University of Massachusetts at Lowell 1990 — 1995
Bachelor's degree, Electrical Engineering Major/Computer Science Minor
Steven Abbiuso Steven Abbiuso's FundQuest Experience November 2000 - May 2002
Job Senior Client Service Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance December 2014 - Present
Sentinel Benefits & Financial Group September 2013 - February 2014
New England Investment and Retirement Group, Inc. June 2013 - August 2013
Detwiler Fenton October 2011 - June 2013
Wainwright Investment Counsel May 2002 - October 2011
FundQuest November 2000 - May 2002
Cabot Money Management November 1995 - November 2000
Skills
Series 7, 24, 53 and 66, Equities, Mutual Funds, Fixed Income, Wealth Management, CRM, Trading, Portfolio Management, Investments, Analysis, Investment Management
Education
Salem State University 1989 — 1994
Bachelor of Science, Communications
Eaton Vance December 2014 - Present
Sentinel Benefits & Financial Group September 2013 - February 2014
New England Investment and Retirement Group, Inc. June 2013 - August 2013
Detwiler Fenton October 2011 - June 2013
Wainwright Investment Counsel May 2002 - October 2011
FundQuest November 2000 - May 2002
Cabot Money Management November 1995 - November 2000
Skills
Series 7, 24, 53 and 66, Equities, Mutual Funds, Fixed Income, Wealth Management, CRM, Trading, Portfolio Management, Investments, Analysis, Investment Management
Education
Salem State University 1989 — 1994
Bachelor of Science, Communications
Rick Iorio Rick Iorio's FundQuest Experience January 2007 - December 2008
Job Principal (AVP), Global Product & Marketing at SSgA, Fund Services
Industry Financial Services
Experience
State Street Global Advisors June 2012 - Present
FundQuest (Acquired by Envestnet, Inc. December 2011) January 2008 - December 2011
FundQuest January 2007 - December 2008
FundQuest January 2001 - December 2006
BFDS 1995 - 2000
Skills
SLA, Mutual Funds, Asset Management, Due Diligence, Customer Relations, Managed Accounts, Product Management, Asset Allocation, Financial Services, Relationship Management, Vendor Management, Separately Managed..., Investment Management, Investments, ETFs, Securities, Equities, Back Office, Managing Accounts, Asset Managment, Sla, Customer Service, Management, CRM, Wealth Management, Marketing, Strategic Planning, Leadership, Alternative Investments, Finance, Trading, Bloomberg, Fixed Income
Education
Georgetown University 1990 — 1994
BSBA, Business Administration
Seton Hall Prep 1986 — 1990
State Street Global Advisors June 2012 - Present
FundQuest (Acquired by Envestnet, Inc. December 2011) January 2008 - December 2011
FundQuest January 2007 - December 2008
FundQuest January 2001 - December 2006
BFDS 1995 - 2000
Skills
SLA, Mutual Funds, Asset Management, Due Diligence, Customer Relations, Managed Accounts, Product Management, Asset Allocation, Financial Services, Relationship Management, Vendor Management, Separately Managed..., Investment Management, Investments, ETFs, Securities, Equities, Back Office, Managing Accounts, Asset Managment, Sla, Customer Service, Management, CRM, Wealth Management, Marketing, Strategic Planning, Leadership, Alternative Investments, Finance, Trading, Bloomberg, Fixed Income
Education
Georgetown University 1990 — 1994
BSBA, Business Administration
Seton Hall Prep 1986 — 1990
Michele DeRosa Michele DeRosa's FundQuest Experience March 1999 - August 1999
Job Project Coordinator at Korn Ferry
Industry Staffing and Recruiting
Experience
Korn Ferry July 2015 - Present
CTPartners July 2014 - June 2015
lia sophia October 2009 - December 2014
Press Ganey Associates March 2014 - July 2014
CTPartners April 2012 - March 2014
CTPartners August 2010 - April 2012
Audax Group December 2003 - September 2008
Investors Bank & Trust November 2000 - July 2002
Morgan Stanley August 1999 - November 2000
FundQuest March 1999 - August 1999
Skills
Outlook, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Administrative..., Customer Service, Marketing, Adobe Acrobat, Software Documentation, Human Resources, Training, Administrative...
Education
University of Massachusetts Boston 2006 — 2008
Master of Education, Elementary
University of Massachusetts Lowell 1994 — 1998
BS, Finance, Marketing
BMHS
Korn Ferry July 2015 - Present
CTPartners July 2014 - June 2015
lia sophia October 2009 - December 2014
Press Ganey Associates March 2014 - July 2014
CTPartners April 2012 - March 2014
CTPartners August 2010 - April 2012
Audax Group December 2003 - September 2008
Investors Bank & Trust November 2000 - July 2002
Morgan Stanley August 1999 - November 2000
FundQuest March 1999 - August 1999
Skills
Outlook, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Administrative..., Customer Service, Marketing, Adobe Acrobat, Software Documentation, Human Resources, Training, Administrative...
Education
University of Massachusetts Boston 2006 — 2008
Master of Education, Elementary
University of Massachusetts Lowell 1994 — 1998
BS, Finance, Marketing
BMHS
Anthony Barone Anthony Barone's FundQuest Experience 2000 - 2002
Job VP Software Engineering at Contract Logix, LLC
Industry Computer Software
Experience
Contract Logix, LLC December 2013 - Present
ZOLL Data Systems May 2007 - May 2010
BIO-key International October 2003 - May 2007
Aether Systems April 2002 - October 2003
FundQuest 2000 - 2002
Skills
Strategic Planning, Business Analysis, Product Management, Product Development, Process Improvement, Program Management, Management, Leadership, Cross-functional Team..., Team Building, New Business Development, Strategic Partnerships, Business Development, Project Management, Solution Selling, Team Leadership, Integration, Professional Services, ERP, Strategy, Competitive Analysis, Quality Assurance, Sales Management, Account Management, Negotiation, Key Account Management, Product Marketing, Start-ups, Vendor Management, Salesforce.com, Wireless, Security, Cloud Computing, Direct Sales, Sales Operations, Enterprise Software, Sales Process, SaaS, CRM, Telecommunications, Product Launch, Contract Negotiation, System Architecture, Mobile Devices, Sales, Business Strategy, Executive Management, Forecasting, Selling, Business Intelligence
Education
Bradford College 1986 — 1989
BA, Business
North Shore Community College 1982 — 1984
AS, Aviation Science
Contract Logix, LLC December 2013 - Present
ZOLL Data Systems May 2007 - May 2010
BIO-key International October 2003 - May 2007
Aether Systems April 2002 - October 2003
FundQuest 2000 - 2002
Skills
Strategic Planning, Business Analysis, Product Management, Product Development, Process Improvement, Program Management, Management, Leadership, Cross-functional Team..., Team Building, New Business Development, Strategic Partnerships, Business Development, Project Management, Solution Selling, Team Leadership, Integration, Professional Services, ERP, Strategy, Competitive Analysis, Quality Assurance, Sales Management, Account Management, Negotiation, Key Account Management, Product Marketing, Start-ups, Vendor Management, Salesforce.com, Wireless, Security, Cloud Computing, Direct Sales, Sales Operations, Enterprise Software, Sales Process, SaaS, CRM, Telecommunications, Product Launch, Contract Negotiation, System Architecture, Mobile Devices, Sales, Business Strategy, Executive Management, Forecasting, Selling, Business Intelligence
Education
Bradford College 1986 — 1989
BA, Business
North Shore Community College 1982 — 1984
AS, Aviation Science
MarJean Cosentino's FundQuest Experience August 2008 - April 2010
Job
Industry Information Technology and Services
Experience
Envestnet, Inc June 2014 - Present
Lexington Solutions May 2010 - June 2014
FundQuest August 2008 - April 2010
Fundquest October 2007 - August 2008
FundQuest October 2005 - October 2007
Boston Financial Data Services October 2004 - November 2005
Boston Financial Data Services October 2003 - October 2004
Boston Financial Data Services January 2003 - October 2003
Skills
Software Documentation, Visio, Access, Business Analysis, Outlook, PowerPoint, Mutual Funds, Microsoft Excel, Process Improvement, Analysis, Project Management, Requirements Gathering, Agile Methodologies, Documentum, Confluence, Requirements..., Defining Requirements, User Acceptance Testing, Troubleshooting, Kaizen, MadCap Flare, SQL, Microsoft Word, Business Requirements, Management, CRM, SharePoint, SDLC, Testing, Requirements Analysis, Leadership
Education
Boston University Corp Education Center 2008 — 2009
Simmons College 1998 — 2002
BS, MIS
Envestnet, Inc June 2014 - Present
Lexington Solutions May 2010 - June 2014
FundQuest August 2008 - April 2010
Fundquest October 2007 - August 2008
FundQuest October 2005 - October 2007
Boston Financial Data Services October 2004 - November 2005
Boston Financial Data Services October 2003 - October 2004
Boston Financial Data Services January 2003 - October 2003
Skills
Software Documentation, Visio, Access, Business Analysis, Outlook, PowerPoint, Mutual Funds, Microsoft Excel, Process Improvement, Analysis, Project Management, Requirements Gathering, Agile Methodologies, Documentum, Confluence, Requirements..., Defining Requirements, User Acceptance Testing, Troubleshooting, Kaizen, MadCap Flare, SQL, Microsoft Word, Business Requirements, Management, CRM, SharePoint, SDLC, Testing, Requirements Analysis, Leadership
Education
Boston University Corp Education Center 2008 — 2009
Simmons College 1998 — 2002
BS, MIS
Nancy Sinclair's FundQuest Experience June 2008 - July 2010
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Tufts Health Plan – Network Health March 2015 - Present
Sabre Hospitality Solutions August 2014 - February 2015
Fidelity Investments April 2014 - August 2014
Massachusetts Health Connector April 2013 - March 2014
Fidelity Investments June 2012 - March 2013
Women's Lunch Place May 2012 - June 2012
Brown Brothers Harriman October 2011 - March 2012
Fidelity Investments May 2011 - October 2011
Putnam Investments October 2010 - March 2011
FundQuest June 2008 - July 2010
Skills
Requirements Gathering, Microsoft SQL Server, Quality Assurance, Visio, Crystal Reports, Functional..., User Acceptance Testing, Data Modeling, SQL, XML, Affordable Care Act, Business Specifications, Process Flow, Data Analysis, Healthcare Information..., Use Case Analysis, Data Mapping, Requirement..., Technical Specifications, Flow Charts, Flow Diagrams, Dependable Team Player, Concensus Builder, HIPAA, Test Cases, Test Planning, System Testing, Production Support, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, HTML, VBScript, Microsoft Access, Back Office, Middle Office, Front Office, Front Office Trading..., Security Master Data, Portfolio Performance..., Full SDLC, Agile Methodolgy, OBIEE, Netezza, Analysis, Systems Analysis, Agile Methodologies, SDLC
Education
The University of Georgia 1990 — 1992
Master of Applied Mathematical Sciences, Applied Mathematics
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science, Mathematics
Tufts Health Plan – Network Health March 2015 - Present
Sabre Hospitality Solutions August 2014 - February 2015
Fidelity Investments April 2014 - August 2014
Massachusetts Health Connector April 2013 - March 2014
Fidelity Investments June 2012 - March 2013
Women's Lunch Place May 2012 - June 2012
Brown Brothers Harriman October 2011 - March 2012
Fidelity Investments May 2011 - October 2011
Putnam Investments October 2010 - March 2011
FundQuest June 2008 - July 2010
Skills
Requirements Gathering, Microsoft SQL Server, Quality Assurance, Visio, Crystal Reports, Functional..., User Acceptance Testing, Data Modeling, SQL, XML, Affordable Care Act, Business Specifications, Process Flow, Data Analysis, Healthcare Information..., Use Case Analysis, Data Mapping, Requirement..., Technical Specifications, Flow Charts, Flow Diagrams, Dependable Team Player, Concensus Builder, HIPAA, Test Cases, Test Planning, System Testing, Production Support, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, HTML, VBScript, Microsoft Access, Back Office, Middle Office, Front Office, Front Office Trading..., Security Master Data, Portfolio Performance..., Full SDLC, Agile Methodolgy, OBIEE, Netezza, Analysis, Systems Analysis, Agile Methodologies, SDLC
Education
The University of Georgia 1990 — 1992
Master of Applied Mathematical Sciences, Applied Mathematics
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science, Mathematics
Bob Hauser, PMP's FundQuest Experience June 2001 - September 2005
Job PMO Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Fidelity Investments September 2005 - February 2010
FundQuest June 2001 - September 2005
GZA GeoEnvironmental May 1997 - November 2000
Boswell Engineering August 1993 - August 1995
Education
Tufts University 1995 — 1997
MSCEE, Civil and Environmental Engineering
Bucknell University 1989 — 1993
BSCE, Civil Engineering
Fidelity Investments March 2010 - Present
Fidelity Investments September 2005 - February 2010
FundQuest June 2001 - September 2005
GZA GeoEnvironmental May 1997 - November 2000
Boswell Engineering August 1993 - August 1995
Education
Tufts University 1995 — 1997
MSCEE, Civil and Environmental Engineering
Bucknell University 1989 — 1993
BSCE, Civil Engineering
Leslie (Carty) Checkman's FundQuest Experience November 2004 - May 2006
Job Senior Vice President, Account Management at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management June 2013 - Present
Natixis Global Asset Management March 2011 - June 2013
Natixis Global Associates May 2006 - March 2011
FundQuest November 2004 - May 2006
Fidelity Investments January 1996 - November 2004
Putnam Investments June 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
Natixis Global Asset Management June 2013 - Present
Natixis Global Asset Management March 2011 - June 2013
Natixis Global Associates May 2006 - March 2011
FundQuest November 2004 - May 2006
Fidelity Investments January 1996 - November 2004
Putnam Investments June 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
Amy Langford's FundQuest Experience December 2004 - June 2010
Job Institutional Client Services Specialist at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
Envestnet, Inc July 2012 - September 2012
Envestnet Asset Management June 2010 - June 2012
FundQuest December 2004 - June 2010
FundQuest December 2002 - December 2004
FundQuest September 2000 - December 2002
Pioneer Investments June 1999 - September 2000
Skills
Bloomberg, Vendor Management, Disaster Recovery, Business Analysis, Relationship Management, Data Center, Securities, Training, Financial Services
Education
Bridgewater State College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Bridgewater State College
Envestnet, Inc September 2014 - Present
Envestnet, Inc July 2012 - September 2012
Envestnet Asset Management June 2010 - June 2012
FundQuest December 2004 - June 2010
FundQuest December 2002 - December 2004
FundQuest September 2000 - December 2002
Pioneer Investments June 1999 - September 2000
Skills
Bloomberg, Vendor Management, Disaster Recovery, Business Analysis, Relationship Management, Data Center, Securities, Training, Financial Services
Education
Bridgewater State College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Bridgewater State College
Alex Filippov's FundQuest Experience 2000 - 2007
Job Senior Software Engineer at IntervalZero
Industry Computer Software
Experience
IntervalZero March 2014 - Present
Siemens Medical Solution Diagnostics August 2007 - March 2014
FundQuest 2000 - 2007
Skills
C#, SQL, Java, Software Development, Agile Methodologies, Microsoft SQL Server, Robotics, .NET, Software Design, C++, Embedded Software, Programming, Visual Basic, Embedded Systems, Software Engineering, Testing, XML, C, Visual Studio, Object Oriented Design
Education
Boston University
IntervalZero March 2014 - Present
Siemens Medical Solution Diagnostics August 2007 - March 2014
FundQuest 2000 - 2007
Skills
C#, SQL, Java, Software Development, Agile Methodologies, Microsoft SQL Server, Robotics, .NET, Software Design, C++, Embedded Software, Programming, Visual Basic, Embedded Systems, Software Engineering, Testing, XML, C, Visual Studio, Object Oriented Design
Education
Boston University
Edward Resnick, AVA's FundQuest Experience January 1998 - September 1999
Job Manager at Deloitte
Industry Investment Management
Experience
Deloitte October 2013 - Present
Nautic Partners July 2003 - October 2013
Pergament Advisors, LLC January 2000 - December 2002
Gamma Capital Management October 1999 - December 2000
FundQuest January 1998 - September 1999
State Street Global Advisors October 1993 - December 1998
Skills
Business Valuation, Private Equity, Hedge Funds, Equities, Venture Capital, Financial Modeling, Investments, Private Placements, Fund Of Funds, Buyouts, Asset Managment, Equity Valuation, Compliance, Registered Investment..., Securities Regulation, SEC regulations, Investment Advisers Act, Valuation
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
Master of Business Administration (MBA), Finance
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
Business Administration and Management, General
Union College 1989 — 1993
BA, Economics
Deloitte October 2013 - Present
Nautic Partners July 2003 - October 2013
Pergament Advisors, LLC January 2000 - December 2002
Gamma Capital Management October 1999 - December 2000
FundQuest January 1998 - September 1999
State Street Global Advisors October 1993 - December 1998
Skills
Business Valuation, Private Equity, Hedge Funds, Equities, Venture Capital, Financial Modeling, Investments, Private Placements, Fund Of Funds, Buyouts, Asset Managment, Equity Valuation, Compliance, Registered Investment..., Securities Regulation, SEC regulations, Investment Advisers Act, Valuation
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
Master of Business Administration (MBA), Finance
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
Business Administration and Management, General
Union College 1989 — 1993
BA, Economics
Jed Kutzen's FundQuest Experience 1999 - 2005
Job Wealth Advisor at Prospera Financial
Industry Financial Services
Experience
Prospera Financial June 2014 - Present
Kutzen Financial December 2012 - Present
LPL Financial Services August 2005 - June 2014
Shepherd Financial Partners January 2011 - December 2012
FundQuest 1999 - 2005
Manulife 1998 - 1999
Skills
Wealth Management, Series 7, Financial Services, Securities, Portfolio Management, Finance, Wealth, Mutual Funds, Investments, Wealth Management..., Series 63, Asset Allocation, Asset Management, Alternative Investments
Education
Union College 1994 — 1998
Bachelor's degree, Economics
Prospera Financial June 2014 - Present
Kutzen Financial December 2012 - Present
LPL Financial Services August 2005 - June 2014
Shepherd Financial Partners January 2011 - December 2012
FundQuest 1999 - 2005
Manulife 1998 - 1999
Skills
Wealth Management, Series 7, Financial Services, Securities, Portfolio Management, Finance, Wealth, Mutual Funds, Investments, Wealth Management..., Series 63, Asset Allocation, Asset Management, Alternative Investments
Education
Union College 1994 — 1998
Bachelor's degree, Economics
Gene Mainen's FundQuest Experience October 2003 - April 2009
Job Experienced Risk Managerment Consultant
Industry Information Technology and Services
Experience
Marketing Unlimited May 2012 - Present
Complaince/Risk Manager BNP Paribas Inv. Partners October 2003 - 2011
FundQuest October 2003 - April 2009
PFPC Call center October 2001 - September 2003
Putnam Investments February 1998 - September 2001
Skills
Risk Management, Financial Services, Mutual Funds, Asset Managment, Software Documentation, Internal Controls, IT Audit, Auditing, Internal Audit, Finance, Change Management, Asset Management, Process Improvement, Disaster Recovery, Financial Risk, Analysis, Business Analysis, Portfolio Management, Quality Assurance, Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Equities, Due Diligence, Hedge Funds, Trading, Fixed Income, Asset Allocation, Securities, Alternative Investments, Bloomberg, Investment Management, Capital Markets, Valuation, Series 7, Derivatives, Relationship Management
Education
University of Iowa 1962 — 1968
Doctor of Philosophy (PhD), Polymer Chemistry
University of MD 1958 — 1962
Bachelor of Science (BS), Physical Sciences, 3.4/4.0
Marketing Unlimited May 2012 - Present
Complaince/Risk Manager BNP Paribas Inv. Partners October 2003 - 2011
FundQuest October 2003 - April 2009
PFPC Call center October 2001 - September 2003
Putnam Investments February 1998 - September 2001
Skills
Risk Management, Financial Services, Mutual Funds, Asset Managment, Software Documentation, Internal Controls, IT Audit, Auditing, Internal Audit, Finance, Change Management, Asset Management, Process Improvement, Disaster Recovery, Financial Risk, Analysis, Business Analysis, Portfolio Management, Quality Assurance, Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Equities, Due Diligence, Hedge Funds, Trading, Fixed Income, Asset Allocation, Securities, Alternative Investments, Bloomberg, Investment Management, Capital Markets, Valuation, Series 7, Derivatives, Relationship Management
Education
University of Iowa 1962 — 1968
Doctor of Philosophy (PhD), Polymer Chemistry
University of MD 1958 — 1962
Bachelor of Science (BS), Physical Sciences, 3.4/4.0
Constance Bush's FundQuest Experience May 2011 - July 2012
Job AVP Institutional Client Services Liaison at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc December 2011 - Present
FundQuest May 2011 - July 2012
Envestnet Asset Management April 2010 - May 2011
FundQuest December 2007 - May 2010
FundQuest Inc November 2006 - December 2007
FundQuest July 2004 - November 2006
Distributors Inc November 2003 - July 2004
PFPC Inc January 2000 - August 2002
PFPC January 2000 - August 2002
Skills
Analysis, Access, Equities, Mutual Funds, Management, Risk Management, Trading, Portfolio Management, Process Improvement, CRM
Education
University of Massachusetts, Amherst 1995 — 1997
Fitchburg State University
University of Massachusetts, Amherst
Worcester State University
Envestnet, Inc December 2011 - Present
FundQuest May 2011 - July 2012
Envestnet Asset Management April 2010 - May 2011
FundQuest December 2007 - May 2010
FundQuest Inc November 2006 - December 2007
FundQuest July 2004 - November 2006
Distributors Inc November 2003 - July 2004
PFPC Inc January 2000 - August 2002
PFPC January 2000 - August 2002
Skills
Analysis, Access, Equities, Mutual Funds, Management, Risk Management, Trading, Portfolio Management, Process Improvement, CRM
Education
University of Massachusetts, Amherst 1995 — 1997
Fitchburg State University
University of Massachusetts, Amherst
Worcester State University
Joanna Flynn Gates's FundQuest Experience 1999 - 2004
Job Communications Manager
Industry Financial Services
Experience
Liberty Mutual Commercial Insurance October 2009 - Present
HealthView Services October 2004 - October 2009
Wright Express 2004 - 2005
FundQuest 1999 - 2004
Skills
Marketing Communications, Financial Services, Relationship Management, Marketing Strategy, Email Marketing
Education
Skidmore College 1989 — 1993
Liberty Mutual Commercial Insurance October 2009 - Present
HealthView Services October 2004 - October 2009
Wright Express 2004 - 2005
FundQuest 1999 - 2004
Skills
Marketing Communications, Financial Services, Relationship Management, Marketing Strategy, Email Marketing
Education
Skidmore College 1989 — 1993
Kathy Maher's FundQuest Experience March 2005 - May 2010
Job Product Development and Management at Genpact
Industry Financial Services
Experience
Genpact January 2015 - Present
Citigroup August 2010 - January 2015
Hobbs Madison, Inc. May 2010 - August 2010
FundQuest March 2005 - May 2010
FleetBoston Financial 1999 - 2004
BankBoston 1978 - 2004
Skills
Portfolio Management, Fixed Income, Asset Managment, Financial Services, Mutual Funds, Asset Management, Business Analysis, Alternative Investments, Capital Markets, Asset Allocation, Derivatives, Risk Management, Securities, Hedge Funds, Equities, Financial Markets, Wealth Management, Investment Management, Trading, Bloomberg, Series 7, Trading Systems, Investments
Education
Boston University
MBA, MIS and Operations
Dartmouth College 1974 — 1978
AB, Mathematics
Genpact January 2015 - Present
Citigroup August 2010 - January 2015
Hobbs Madison, Inc. May 2010 - August 2010
FundQuest March 2005 - May 2010
FleetBoston Financial 1999 - 2004
BankBoston 1978 - 2004
Skills
Portfolio Management, Fixed Income, Asset Managment, Financial Services, Mutual Funds, Asset Management, Business Analysis, Alternative Investments, Capital Markets, Asset Allocation, Derivatives, Risk Management, Securities, Hedge Funds, Equities, Financial Markets, Wealth Management, Investment Management, Trading, Bloomberg, Series 7, Trading Systems, Investments
Education
Boston University
MBA, MIS and Operations
Dartmouth College 1974 — 1978
AB, Mathematics
Brian Corkery's FundQuest Experience 2006 - 2010
Job Vice President at Citi Global Transaction Services
Industry Financial Services
Experience
Citi September 2011 - Present
Pershing 2010 - 2011
FundQuest 2006 - 2010
Liberty Mutual 2001 - 2006
Deltek 1996 - 2001
Skills
Mutual Funds, Management, Investments, Strategy, Asset Management, Financial Services, Wealth Management, Series 7, Alternative Investments, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
Providence College 1991 — 1995
BA, Business
Citi September 2011 - Present
Pershing 2010 - 2011
FundQuest 2006 - 2010
Liberty Mutual 2001 - 2006
Deltek 1996 - 2001
Skills
Mutual Funds, Management, Investments, Strategy, Asset Management, Financial Services, Wealth Management, Series 7, Alternative Investments, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
Providence College 1991 — 1995
BA, Business
Bernice Stacy's FundQuest Experience February 2004 - November 2005
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors November 2005 - Present
FundQuest February 2004 - November 2005
State Street April 1995 - May 2003
Education
University of Massachusetts Boston 1991 — 1995
State Street Global Advisors November 2005 - Present
FundQuest February 2004 - November 2005
State Street April 1995 - May 2003
Education
University of Massachusetts Boston 1991 — 1995
Erica DiMambro's FundQuest Experience January 2006 - June 2010
Job Project Management
Industry Financial Services
Experience
Envestnet, Inc December 2011 - Present
EGD Consulting September 2010 - Present
www.anotherdamndisaster.com September 2010 - Present
Erica Di Mambro June 2010 - Present
FundQuest January 2006 - June 2010
BankBoston 1994 - 2001
Skills
Visio, HTML, Customer Service, Training, Change Management, Management, Team Building, Outlook, XML, Salesforce.com, User Acceptance Testing, Project Portfolio..., PMP, Microsoft SQL Server, C#, Budgets, Visual Basic, Content Management, JavaScript, Troubleshooting, Photoshop, Business Analysis, PowerPoint, Microsoft Word, Team Leadership, Access, Software Documentation, Project Management, Process Improvement, SDLC, Microsoft Excel, Vendor Management, Analysis, Agile Methodologies, Microsoft Office, SQL, Requirements Gathering, MS Project, Software Project...
Education
University of Rhode Island 1988 — 1992
BA
Envestnet, Inc December 2011 - Present
EGD Consulting September 2010 - Present
www.anotherdamndisaster.com September 2010 - Present
Erica Di Mambro June 2010 - Present
FundQuest January 2006 - June 2010
BankBoston 1994 - 2001
Skills
Visio, HTML, Customer Service, Training, Change Management, Management, Team Building, Outlook, XML, Salesforce.com, User Acceptance Testing, Project Portfolio..., PMP, Microsoft SQL Server, C#, Budgets, Visual Basic, Content Management, JavaScript, Troubleshooting, Photoshop, Business Analysis, PowerPoint, Microsoft Word, Team Leadership, Access, Software Documentation, Project Management, Process Improvement, SDLC, Microsoft Excel, Vendor Management, Analysis, Agile Methodologies, Microsoft Office, SQL, Requirements Gathering, MS Project, Software Project...
Education
University of Rhode Island 1988 — 1992
BA
Ed Belenky's FundQuest Experience December 2003 - March 2005
Job Accomplished Sales Professional in the Real Estate, Automotive & Finance Industries
Industry Real Estate
Experience
CMG Financial May 2014 - Present
Land Rover San Diego June 2012 - March 2014
UCLA Extension September 2010 - December 2013
UC San Diego Extension September 2012 - September 2013
Penske Automotive Group / BMW of San Diego June 2006 - November 2010
Herb Chambers BMW March 2005 - May 2006
FundQuest December 2003 - March 2005
FundQuest December 2002 - December 2003
Exquisite Details June 2001 - November 2002
Prime Charter January 2001 - June 2001
Skills
Entrepreneurship, Financial Analysis, Equities, Graphic Design, Photoshop, HTML, Advertising, CSS, Illustrator, Dreamweaver, InDesign, Social Media, SEO, Microsoft Office, Social Networking, Web Design, JavaScript, Email Marketing, Customer Relations, Business Planning, Customer Service, Sales Management, Negotiation, New Business Development, PowerPoint, Excel, Word, Team Building, Personality Profiling, Investments, Financial Planning, Team Leadership, Problem Solving, Salesforce.com, Budgeting, Social Media Marketing, Direct Sales, Russian, Spanish, PHP, MySQL, Adobe Creative Suite, HTML 5, CSS3, Java, Android SDK, Android Development, Xcode, iOS development, Objective-C
Education
University of California, San Diego 2012 — 2013
Mobile Application Development Certificate, Computer Programming
University of California, Los Angeles 2010 — 2012
Design Communication Arts Certificate, Web Design & Development
Babson College 1994 — 1998
BA/BS, Entrepreneurial Studies & Finance
Sharon High School 1990 — 1994
High School Diploma
CMG Financial May 2014 - Present
Land Rover San Diego June 2012 - March 2014
UCLA Extension September 2010 - December 2013
UC San Diego Extension September 2012 - September 2013
Penske Automotive Group / BMW of San Diego June 2006 - November 2010
Herb Chambers BMW March 2005 - May 2006
FundQuest December 2003 - March 2005
FundQuest December 2002 - December 2003
Exquisite Details June 2001 - November 2002
Prime Charter January 2001 - June 2001
Skills
Entrepreneurship, Financial Analysis, Equities, Graphic Design, Photoshop, HTML, Advertising, CSS, Illustrator, Dreamweaver, InDesign, Social Media, SEO, Microsoft Office, Social Networking, Web Design, JavaScript, Email Marketing, Customer Relations, Business Planning, Customer Service, Sales Management, Negotiation, New Business Development, PowerPoint, Excel, Word, Team Building, Personality Profiling, Investments, Financial Planning, Team Leadership, Problem Solving, Salesforce.com, Budgeting, Social Media Marketing, Direct Sales, Russian, Spanish, PHP, MySQL, Adobe Creative Suite, HTML 5, CSS3, Java, Android SDK, Android Development, Xcode, iOS development, Objective-C
Education
University of California, San Diego 2012 — 2013
Mobile Application Development Certificate, Computer Programming
University of California, Los Angeles 2010 — 2012
Design Communication Arts Certificate, Web Design & Development
Babson College 1994 — 1998
BA/BS, Entrepreneurial Studies & Finance
Sharon High School 1990 — 1994
High School Diploma
Shannon Spencer's FundQuest Experience 1999 - 2005
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2005 - Present
Fidelity 2005 - 2008
FundQuest 1999 - 2005
Skills
Strategic Planning, Software Project..., PMP, Change Management, Process Improvement, Project Management, Program Management, Business Analysis, SDLC, Requirements Analysis
Education
Providence College 1989 — 1993
BS, Finance
Fidelity Investments July 2005 - Present
Fidelity 2005 - 2008
FundQuest 1999 - 2005
Skills
Strategic Planning, Software Project..., PMP, Change Management, Process Improvement, Project Management, Program Management, Business Analysis, SDLC, Requirements Analysis
Education
Providence College 1989 — 1993
BS, Finance
Jim Wiegel's FundQuest Experience April 2001 - January 2008
Job National Accounts Manager and Executive Vice President at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
Wellesley Investment Advisors, Inc. October 2008 - Present
FundQuest April 2001 - January 2008
United States Army June 1976 - June 2006
Wingate Financial Group January 2000 - March 2001
Skills
Mutual Funds, Alternative Investments, Investments, Bonds, Insurance, Portfolio Management, Asset Allocation, Series 63, Marketing Strategy, Wealth Management, Series 7, Retirement Planning, Equities, Securities, Series 65, Asset Managment
Education
Boston University 1996 — 1998
Professional, Financial Planning
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1990
MBA, Finance
The George Washington University 1980 — 1982
MS, Telecommunications
United States Military Academy at West Point 1972 — 1976
BS, General Engineering
Wellesley Investment Advisors, Inc. October 2008 - Present
FundQuest April 2001 - January 2008
United States Army June 1976 - June 2006
Wingate Financial Group January 2000 - March 2001
Skills
Mutual Funds, Alternative Investments, Investments, Bonds, Insurance, Portfolio Management, Asset Allocation, Series 63, Marketing Strategy, Wealth Management, Series 7, Retirement Planning, Equities, Securities, Series 65, Asset Managment
Education
Boston University 1996 — 1998
Professional, Financial Planning
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1990
MBA, Finance
The George Washington University 1980 — 1982
MS, Telecommunications
United States Military Academy at West Point 1972 — 1976
BS, General Engineering
Charles Conte's FundQuest Experience July 2002 - May 2003
Job Treasury Analyst | Grand Circle Corporation
Industry Leisure, Travel & Tourism
Experience
Grand Circle Corporation January 2013 - Present
Commonwealth Financial Network September 2010 - August 2012
Loring, Wolcott & Coolidge November 2007 - 2010
Nutter McClennen & Fish LLP 2003 - 2007
FundQuest July 2002 - May 2003
Harvard Management Company 2000 - 2001
Skills
Bloomberg, Microsoft Excel, Investments, MS Office Suite, SQL, Advent, PowerPoint, Portfolio Management, Access, Securities, Microsoft Word, Account Reconciliation, FX Hedging, Forecasting, Financial Modeling, Microsoft Office, Financial Analysis, Financial Services
Education
Suffolk University 1997 — 2000
BS, Economics
Saint Michael's College 1995 — 1996
Grand Circle Corporation January 2013 - Present
Commonwealth Financial Network September 2010 - August 2012
Loring, Wolcott & Coolidge November 2007 - 2010
Nutter McClennen & Fish LLP 2003 - 2007
FundQuest July 2002 - May 2003
Harvard Management Company 2000 - 2001
Skills
Bloomberg, Microsoft Excel, Investments, MS Office Suite, SQL, Advent, PowerPoint, Portfolio Management, Access, Securities, Microsoft Word, Account Reconciliation, FX Hedging, Forecasting, Financial Modeling, Microsoft Office, Financial Analysis, Financial Services
Education
Suffolk University 1997 — 2000
BS, Economics
Saint Michael's College 1995 — 1996
Dmitry Grinvald's FundQuest Experience May 2002 - April 2010
Job Sr. Software Engineer at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management April 2010 - Present
FundQuest May 2002 - April 2010
HeathDrive Medical and Dental Practices November 1999 - May 2002
Education
University of Massachusetts Boston
Envestnet Asset Management April 2010 - Present
FundQuest May 2002 - April 2010
HeathDrive Medical and Dental Practices November 1999 - May 2002
Education
University of Massachusetts Boston
Nicholson P. Blaise's FundQuest Experience 2006 - 2010
Job Registered Nurse at Long Island Jewish Medical Center
Industry Medical Practice
Experience
Long Island Jewish Medical Center 2014 - Present
Kramer School of Nursing August 2012 - December 2013
FundQuest 2006 - 2010
New York Life Insurance Company 2005 - 2006
Skills
Nursing, Nursing Care, Healthcare, Medical/Surgical, Health Education, Mutual Funds, Portfolio Management, Equities, Fixed Income, Asset Management, Software Documentation
Education
Oklahoma City University 2012 — 2013
Bachelors of Science, Registered Nursing/Registered Nurse
University of Massachusetts Boston 2000 — 2005
BA, Economics
Long Island Jewish Medical Center 2014 - Present
Kramer School of Nursing August 2012 - December 2013
FundQuest 2006 - 2010
New York Life Insurance Company 2005 - 2006
Skills
Nursing, Nursing Care, Healthcare, Medical/Surgical, Health Education, Mutual Funds, Portfolio Management, Equities, Fixed Income, Asset Management, Software Documentation
Education
Oklahoma City University 2012 — 2013
Bachelors of Science, Registered Nursing/Registered Nurse
University of Massachusetts Boston 2000 — 2005
BA, Economics
Beth Barney's FundQuest Experience 2001 - 2002
Job Benefits Administrator at Waban Projects, Inc.
Industry Construction
Experience
Waban Projects, Inc. February 2014 - Present
The Lane Construction Corporation April 2012 - August 2013
Robert half - office team November 2011 - September 2012
Corporate Environments A KNOLL Dealership June 2005 - August 2010
Smith Barney January 2004 - April 2005
FundQuest 2001 - 2002
Skills
Space planning, AutoCAD, Furnishings, Interior Design, Office Administration, Human Resources, Customer Service, Financial Services, Fine Art, Problem Solving, Employee Training, Notary Public, Payroll, Sales, Administrative...
Education
Art Institute of Pittsburgh 2005 — 2012
Interior Design, residential, corporate
Waban Projects, Inc. February 2014 - Present
The Lane Construction Corporation April 2012 - August 2013
Robert half - office team November 2011 - September 2012
Corporate Environments A KNOLL Dealership June 2005 - August 2010
Smith Barney January 2004 - April 2005
FundQuest 2001 - 2002
Skills
Space planning, AutoCAD, Furnishings, Interior Design, Office Administration, Human Resources, Customer Service, Financial Services, Fine Art, Problem Solving, Employee Training, Notary Public, Payroll, Sales, Administrative...
Education
Art Institute of Pittsburgh 2005 — 2012
Interior Design, residential, corporate
Raymond Hoffer's FundQuest Experience 1993 - 1996
Job Founding Publisher
Industry Publishing
Experience
Our Town Publications, LLC 2004 - Present
Staff & Line Software 2002 - 2003
CPT Software & Consulting 1997 - 2001
Fundquest 1993 - 1996
International Data Corp. (IDC) 1990 - 1993
Logicraft 1988 - 1990
IDEAssociates 1986 - 1988
Strategic Information (a Ziff-Davis Company) 1982 - 1985
Computer Sciences Corporation 1978 - 1981
Skills
SaaS, CRM, Start-ups, Product Management, Product Marketing, Selling, Management, Sales Operations, Marketing, Sales Process, Leadership, Direct Sales, New Business Development, Sales, Sales Management, Go-to-market Strategy
Education
State University of New York at Albany 1972 — 1975
BS, Business Management
Newtown High School
Newtown High School
Our Town Publications, LLC 2004 - Present
Staff & Line Software 2002 - 2003
CPT Software & Consulting 1997 - 2001
Fundquest 1993 - 1996
International Data Corp. (IDC) 1990 - 1993
Logicraft 1988 - 1990
IDEAssociates 1986 - 1988
Strategic Information (a Ziff-Davis Company) 1982 - 1985
Computer Sciences Corporation 1978 - 1981
Skills
SaaS, CRM, Start-ups, Product Management, Product Marketing, Selling, Management, Sales Operations, Marketing, Sales Process, Leadership, Direct Sales, New Business Development, Sales, Sales Management, Go-to-market Strategy
Education
State University of New York at Albany 1972 — 1975
BS, Business Management
Newtown High School
Newtown High School
Ron Mastrogiovanni's FundQuest Experience 1993 - June 2005
Job President at HealthView Services, Inc.
Industry Financial Services
Experience
Bennington Asset Management 2008 - Present
HealthView Services, Inc. 2007 - Present
FundQuest 1993 - June 2005
Education
Babson College 1976 — 1978
MBA, Finance
Boston State College
Bachelor of Science (BS), Urban Planning
Bennington Asset Management 2008 - Present
HealthView Services, Inc. 2007 - Present
FundQuest 1993 - June 2005
Education
Babson College 1976 — 1978
MBA, Finance
Boston State College
Bachelor of Science (BS), Urban Planning
Chong Cho's FundQuest Experience March 2007 - Present
Job Network Architect at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2013 - Present
RocketSoftware December 2012 - Present
FundQuest March 2007 - Present
Massachusetts Eye and Ear Infirmary 2005 - 2007
State Street Research 1996 - 2005
Skills
Data Center, Firewalls, Virtualization, Disaster Recovery, VMware
Education
Northeastern University 1987 — 1993
BS, EE
Northeastern University
Bachelor Science of Electrical Engineer
MFS Investment Management September 2013 - Present
RocketSoftware December 2012 - Present
FundQuest March 2007 - Present
Massachusetts Eye and Ear Infirmary 2005 - 2007
State Street Research 1996 - 2005
Skills
Data Center, Firewalls, Virtualization, Disaster Recovery, VMware
Education
Northeastern University 1987 — 1993
BS, EE
Northeastern University
Bachelor Science of Electrical Engineer
Michael Foiadelli's FundQuest Experience October 2006 - June 2010
Job Sr. BSA, Application Technology
Industry Marketing and Advertising
Experience
Epsilon August 2010 - Present
FundQuest October 2006 - June 2010
FatWire Software 2004 - 2005
Lightbridge 2001 - 2004
OpenMarket 2000 - 2001
Skills
Vendor Management, Cloud Computing, Project Management, Enterprise Software, SaaS, SDLC, Salesforce.com, Agile Methodologies, Business Analysis, Product Management, Strategy, Software Development, Management, Lead Generation, CRM, Analytics, E-commerce, Content Management, Business Intelligence
Education
Elmira College 1992 — 1996
BA, Political Science
Epsilon August 2010 - Present
FundQuest October 2006 - June 2010
FatWire Software 2004 - 2005
Lightbridge 2001 - 2004
OpenMarket 2000 - 2001
Skills
Vendor Management, Cloud Computing, Project Management, Enterprise Software, SaaS, SDLC, Salesforce.com, Agile Methodologies, Business Analysis, Product Management, Strategy, Software Development, Management, Lead Generation, CRM, Analytics, E-commerce, Content Management, Business Intelligence
Education
Elmira College 1992 — 1996
BA, Political Science
srinivas kalluri's FundQuest Experience 2007 - 2009
Job SQA at Upromise
Industry Financial Services
Experience
Sallie Mae September 2010 - Present
Upromise September 2010 - Present
FundQuest 2007 - 2009
Education
Osmania University 1987 — 1992
msc
Sallie Mae September 2010 - Present
Upromise September 2010 - Present
FundQuest 2007 - 2009
Education
Osmania University 1987 — 1992
msc
Brian High's FundQuest Experience January 2004 - July 2009
Job Independent Computer Software Professional
Industry Computer Software
Experience
Mercury Systems July 2013 - Present
FundQuest January 2004 - July 2009
Lexel Corporation June 2001 - February 2003
Fraivillig Technologies January 1998 - June 2001
Fidelity Investments September 1996 - December 1997
Skills
Software Development, Software Project..., C#, Microsoft SQL Server, Microsoft Office..., Visual Basic, XML, Integration, Agile Methodologies, Java, Apache, Program Management, System Architecture, Architectures
Education
University of Massachusetts at Lowell 1989 — 1992
BS, Electrical Engineering (minor in Computer Science)
University of Minnesota-Twin Cities 1988 — 1989
Electrical Engineering
Mercury Systems July 2013 - Present
FundQuest January 2004 - July 2009
Lexel Corporation June 2001 - February 2003
Fraivillig Technologies January 1998 - June 2001
Fidelity Investments September 1996 - December 1997
Skills
Software Development, Software Project..., C#, Microsoft SQL Server, Microsoft Office..., Visual Basic, XML, Integration, Agile Methodologies, Java, Apache, Program Management, System Architecture, Architectures
Education
University of Massachusetts at Lowell 1989 — 1992
BS, Electrical Engineering (minor in Computer Science)
University of Minnesota-Twin Cities 1988 — 1989
Electrical Engineering
Brian Cosentino's FundQuest Experience April 2004 - July 2010
Job Data Analyst at Timberland
Industry Retail
Experience
Timberland September 2014 - Present
Boston Capital June 2011 - July 2014
FundQuest April 2004 - July 2010
Skills
Financial Analysis, Real Estate, Investment Properties, Real Estate Transactions, Real Estate Development, Property Management, Investments, Due Diligence, Asset Management, Sales, Customer Service
Education
University of Phoenix 2007 — 2010
Associate's degree, Business Administration and Management, General
Timberland September 2014 - Present
Boston Capital June 2011 - July 2014
FundQuest April 2004 - July 2010
Skills
Financial Analysis, Real Estate, Investment Properties, Real Estate Transactions, Real Estate Development, Property Management, Investments, Due Diligence, Asset Management, Sales, Customer Service
Education
University of Phoenix 2007 — 2010
Associate's degree, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY