FundQuest Inc
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FundQuest Inc Employees
Elderflower Group LLC April 2014 - Present
Alzheimer's Association (Desert Southwest) August 2013 - May 2014
Advisor Vision Marketing, LLC January 2011 - April 2014
Foundation For Senior Living August 2012 - May 2013
FundQuest, Inc. May 2010 - June 2010
FundQuest, Inc. 2006 - May 2010
John Hancock Financial Services 2002 - 2005
LPL Financial Services 2000 - 2002
The Boston Company 1998 - 2000
MFS Investment Management 1992 - 1998
Skills
Marketing, Marketing Strategy, Strategy, Leadership, Public Speaking, Financial Services, Management, Online Marketing, Copywriting, PowerPoint, Marketing Communications, Copy Editing, Research, Business Strategy, Training, Nonprofits, Analysis, Competitive Analysis, Social Services, Sales Presentations, Community Outreach, Business Relationship..., Marketing..., Cross Selling, Website Copy, Gerontology, Elder Care, Alzheimer's disease, Caregivers, Family Caregiving, Consulting, Strategic Consulting, Aging in Place, Older Adults, Strategic Planning, Business Development, Editing, Healthcare, Health Education, Key Account Management, Program Management, Cultural Diversity, Social Justice, Cultural Sensitivity
Education
Arizona State University 2012 — 2014
Master of Social Work (MSW), Social Policy, Administration & Community
University of Arizona & Arizona State University 2012 — 2013
Foundational Graduate Certificate in Gerontology
Boston University 1993 — 1997
BS, Management (Business)
Emerson College
Certificate in Copyediting
BNP Paribas Investment Partners January 2012 - Present
FundQuest Inc, a BNP Paribas Company January 2005 - December 2011
FundQuest Inc March 2001 - December 2004
Skills
Strategic Planning, Quantitative Analysis..., Cost Analysis, Process Improvement, Problem Solving, Financial Reporting, Cost Benefit, Budgets, Accounting, Analysis, Finance, Financial Analysis
Education
Northeastern University 1998 — 2001
BSBA, Accounting and Finance, Magna Cum Laude
Bunker Hill Community College 1994 — 1998
Associate's degree, Accounting
Institut Superieur Technique D'Haiti 1988 — 1991
Civil Engineering
Electric Boat April 2015 - Present
Micro Magnetics, Inc January 2012 - April 2013
FundQuest, Inc. April 2008 - February 2009
Skills
SolidWorks, Project Management, Leadership, Microsoft Office, ANSYS, Mechanical Engineering, Customer Service, Engineering
Education
University of Massachusetts Dartmouth 2010 — 2014
Bachelor's Degree, Mechanical Engineering
Fidelity Investments June 2013 - Present
State Street Global Advisors January 2013 - May 2013
State Street Global Advisors June 2011 - August 2011
FundQuest, Inc. 2005 - 2010
Mellon Financial Corporation 2004 - 2005
Select Equity, Inc. March 2002 - May 2002
Skills
Equities, Financial Modeling, Strategy, Budgets, Valuation, Sales, Investments, Financial Analysis, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA), 3.93
Dartmouth College 2000 — 2004
Bachelor of Arts (BA), Economics and History
London School of Economics and Political Science
Term Abroad, Public Finance and European Integration
Chartered Financial Analyst - Passed Level 1 Exam for the CFA
www.barbaradilorenzo.com December 2011 - Present
Arts Council of Princeton January 2014 - Present
The Creative Center at University Settlement December 2011 - September 2013
Wavepaint Design & Gallery, LLC September 2009 - July 2010
Wavepaint Design Studio September 2001 - September 2009
FundQuest, Inc. May 2000 - September 2001
DreamLight, Inc. May 1998 - April 2000
Skills
Photoshop, Dreamweaver, InDesign, Painting, Portraits, Graphic Design, Drawing, Illustration, Art, Fine Art, Illustrator, HTML, Adobe Creative Suite, Mac, Web Design, Logo Design, Watercolor, Acrylic, Typography, Oil Painting, Flash, QuarkXPress, Layout, Art Education, Museums, Graphics, Sketching, Publishing, Brochures, Creative Direction, Figurative Art, Visual Arts, Studio Art, Storyboarding, Mixed Media, Contemporary Art, Printmaking, Books, Photography, Sculpture, Comics, Book Covers
Education
Rhode Island School of Design 1993 — 1998
BFA
The Pingree School 1990 — 1993
Shore Country Day School 1980 — 1990
UMass Medical School May 2012 - Present
Coco & Sexton Enterprises, LLC July 2004 - Present
Invensys May 2008 - April 2012
FundQuest Inc November 2006 - May 2008
State Street April 1998 - October 2006
CHASE GLOBAL FUND SERVICES COMPANY November 1996 - April 1998
Coopers & Lybrand June 1993 - October 1997
Skills
proficient in managing..., Certified Public..., PlanView – Project..., MS Project, MS Excel,..., SDLC, Business Analysis, Agile Methodologies, Cross-functional Team..., Project Management, Compliance, Project Planning, Auditing, Quality Assurance, User Acceptance Testing, Software Project..., MS Project, Vendor Management, Agile Project Management, PMO, Management, Business Process..., Budgets
Education
Aspen University 2007 — 2011
Master of Business Administration (MBA), Project Management, 4.0
Georgetown University 1991 — 1993
BS, Accounting
Grinnell College August 2013 - Present
Grinnell College November 2012 - August 2013
ChildServe August 2007 - November 2012
FundQuest Inc. 2000 - 2004
Skills
Marketing Communications, Strategic Communications, Social Media, Event Planning, Public Relations, Fundraising, Leadership, Community Outreach, Strategic Planning, Nonprofits, Internal Communications, Community Development, Editing, Copywriting, Volunteer Management, Public Speaking, Marketing, Media Relations
Education
Drake University 2012 — 2014
Masters of Public Administration, Public Policy
Greater Des Moines Leadership Institute 2010 — 2011
Emerson College 2001 — 2003
MA, Marketing
Grinnell College 1994 — 1998
DIS - Danish Institute for Study Abroad 1996 — 1997
European Politics & Society
Eagle Investment Systems January 2013 - Present
Olmstead Associates 2011 - 2012
FundQuest Inc 2004 - 2010
State Street Bank 1997 - 2003
Brown Brothers Harriman 2000 - 2001
Education
Mount Ida College
NHS
Ameriprise Financial Services, Inc. September 2015 - Present
The Guardian Life Insurance Company of America February 2013 - February 2015
Guardian Life Insurance July 2006 - February 2013
John Hancock October 2004 - July 2006
MetLife Broker Dealer Group February 2003 - October 2004
FundQuest Inc 2000 - 2002
New England Life Brokerage 1995 - 2000
Skills
Leadership, Recruiting, Management, Relationship Management, Business Networking, Insurance, Marketing Strategy, Distribution Strategies, Brand Development, Training, Marketing, Strategy, Life Brokerage, Growing Revenue, Professional Networking, Experience in Career..., Institutional Sales, Business Coaching, Financial Services, Sales, Life Insurance, Strategic Planning, Sales Management, Negotiation, Business Development, Relationship Building
Education
Suffolk University
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
MS in Health Communication Program, Graduate Programs in Public Health, Tufts Medical School 2006 - Present
Brookline Adult and Community Education 2004 - Present
David Leifer Photography 1981 - Present
FundQuest Inc. October 1998 - August 2003
Northeastern University August 1992 - October 1998
WGE Publishing October 1984 - December 1986
Skills
On Location, Web Design, Editorial, Photography, Digital Photography, Photoshop, Teaching, Dreamweaver, HTML, CSS, Photo Editing, Image Editing, Adobe Creative Suite, Image Manipulation, Creative Direction, Graphic Design, WordPress, Interaction Design, User Experience, Video Editing, Publishing, Video, Typography, Editing, Advertising, Portrait Photography, Non-Sequiturs, Creative Writing, Publications, Copy Editing, Art, InDesign, Blogging, Illustration, Magazines
Education
Rochester Institute of Technology 1977 — 1981
Bachelor of Science, Professional Photography
Envestnet, Inc April 2015 - Present
Envestnet, Inc May 2011 - April 2015
Envestnet, Inc April 2010 - May 2011
FundQuest, Inc. February 2007 - April 2010
FundQuest, Inc. November 2005 - January 2007
FundQuest, Inc. June 1999 - October 2005
FundQuest, Inc. September 1996 - May 1999
Killer Apps August 1995 - August 1996
Education
Harvard University 1991 — 1995
BA, Psychology
Brokers' Service Marketing Group May 2011 - Present
ING April 2003 - November 2010
FundQuest Inc 1999 - 2003
MFS 1996 - 1999
Skills
Retirement Income..., Retirement Planning, Guaranteed Lifetime..., Mutual Funds, Retirement, Series 63, Series 6, Variable Annuities, Separately Managed..., Investment Advisory, Series 24, Indexed Annuities, Fixed Annuities, 401k, Series 7, Defined Contribution, Series 65
Education
Lehigh University 1990 — 1996
BS, Finance
Lehigh University - College of Business and Economics 1990 — 1996
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services December 2004 - April 2015
Applied Data Services, Inc. May 2004 - September 2004
Cornerstone Academic Services December 2003 - March 2004
FundQuest, Inc. January 2001 - December 2003
Skills
C#, ASP.NET, Microsoft SQL Server, WCF, Visual Studio, Web Services, .NET, TFS, LINQ, Entity Framework, Silverlight, Software Engineering, Scrum, Business Analysis, Software Development, Enterprise Software, SOA, FoxPro, Programming, Agile Methodologies, Lotus Notes, DOS, Crystal Reports, T-SQL, FileNet, StarTeam, MS Office Suite, Telerik, Windows, SDLC, Database Design, Design Patterns, Solution Architecture, Systems Analysis, Software Documentation, Integration, Object Oriented Design, Databases, SQL, Web Development, XML, Requirements Analysis
Education
Nizhniy Novgorod State Technical University named after R.Y. Alekseev (NSTU) 1986 — 1993
Master of Science, Design and implementation of high frequency microelectronic devices
School #4, Bor, Nizhniy Novgorod region, USSR 1976 — 1986
Fidelity Investments April 2011 - Present
Bank of America April 2009 - October 2011
Bank of America, Investment Products Group February 2006 - April 2009
Fidelity Investments April 2004 - February 2006
FundQuest Inc May 2002 - April 2004
Thomson Financial January 2000 - December 2001
Fidelity Investments September 1997 - January 2000
Fidelity Investments September 1995 - September 1997
Skills
Portfolio Management, Portfolio Optimization, Wealth Management, Series 7, Mutual Funds
Education
Springfield College 1988 — 1992
BS
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
Babson College November 2014 - Present
Catalyst, a WPP Agency May 2014 - October 2014
The Princeton Review May 2013 - May 2014
Cengage Learning February 2010 - May 2013
Tufts University January 2009 - January 2010
Independent Contractor January 2008 - January 2009
Chenega Corporation January 2007 - January 2008
FundQuest Inc January 2006 - January 2007
Iconixx January 1999 - January 2001
Skills
Project Management, Web Development, CMS, HTML, CSS, Content Management, Photoshop, Publishing, Graphic Design, SDLC, Social Media, LMS, Management, Digital Media, Content Strategy, Online Publishing, Content Development, Editing
Education
Bard College 1990 — 1994
B.A, LiteratureInstituto Cultural
CSW
Lake Region Conference, Maywood Community SDA Church 2012 - Present
FundQuest Inc April 2007 - September 2008
Bayer HealthCare February 2006 - February 2007
Action for Boston Community Development June 2004 - August 2005
Atlantic Union College December 2003 - May 2005
Harvard Medical School January 1999 - August 2000
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Word, Laboratory, Sop, Data Entry, Troubleshooting, Testing, Quality Control, Databases, Microsoft Office, GLP, Photography, Community Outreach, Fundraising, Teaching, Public Health, Public Speaking, Program Development, Preaching
Education
Andrews University 2010 — 2013
MDiv
Atlantic Union College 2000 — 2005
BS, Biology
Atlantic Union College 2000 — 2005
Bachelors of Arts, Religion/Theology