Funds Distributor, Inc.
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Funds Distributor, Inc. Employees
Employee
Years
Job
Industry
Jennifer Dorsey Jennifer Dorsey's Funds Distributor, Inc. Experience December 1997 - December 1999
Job REALTOR® and Accredited Staging Professional® at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage March 2014 - Present
Dorsey Household July 2007 - March 2014
Harvard Vanguard Medical Associates May 2005 - June 2007
Columbia Management, Bank of America April 2004 - November 2004
Columbia Management, FleetBoston Financial February 2001 - April 2004
Columbia Management, Liberty Funds August 2000 - February 2001
Heartland Advisors, Inc. January 2000 - August 2000
Funds Distributor, Inc. December 1997 - December 1999
Funds Distributor, Inc. November 1996 - December 1997
The New England January 1995 - November 1996
Skills
Marketing, Public Relations, Strategy, CRM, Leadership, Project Management, Management, Integrated Marketing, Creative Direction, Marketing Communications, Marketing Strategy, Social Media Marketing, Email Marketing, Product Marketing, E-commerce, Sales
Education
Emerson College 1994 — 1996
Master of Arts, Communication Studies
Bryant College 1988 — 1992
Bachelor of Science in Business Administration, Marketing
Coldwell Banker Residential Brokerage March 2014 - Present
Dorsey Household July 2007 - March 2014
Harvard Vanguard Medical Associates May 2005 - June 2007
Columbia Management, Bank of America April 2004 - November 2004
Columbia Management, FleetBoston Financial February 2001 - April 2004
Columbia Management, Liberty Funds August 2000 - February 2001
Heartland Advisors, Inc. January 2000 - August 2000
Funds Distributor, Inc. December 1997 - December 1999
Funds Distributor, Inc. November 1996 - December 1997
The New England January 1995 - November 1996
Skills
Marketing, Public Relations, Strategy, CRM, Leadership, Project Management, Management, Integrated Marketing, Creative Direction, Marketing Communications, Marketing Strategy, Social Media Marketing, Email Marketing, Product Marketing, E-commerce, Sales
Education
Emerson College 1994 — 1996
Master of Arts, Communication Studies
Bryant College 1988 — 1992
Bachelor of Science in Business Administration, Marketing
David Wrubel's Funds Distributor, Inc. Experience 1996 - 1997
Job Business Development and Marketing Executive
Industry Financial Services
Experience
D2 Advisors Inc. November 2000 - Present
Associated Consultants 1998 - 2000
Funds Distributor, Inc. 1996 - 1997
CIGNA Corporation 1994 - 1996
Skills
New Business Development, Marketing Strategy, Tactical Maketing, Business Relationship..., Sales Management and..., Real Estate, Real Estate Consulting, Capital Raising, Real Estate Finance, Real Estate Development, Real Estate Economics, Acquisitions, Real Estate Transactions, Real Estate Equity..., Investment Properties, Commercial Real Estate, Real Estate Investment..., Real Estate Financing, Real Estate Private..., Financial Writing, Training, Persuasive Writing, Written and Oral..., Public Speaking, Presentation Development, Leadership, Due Diligence, Strategy, Joint Ventures, Valuation, Private Placements, Funding, CMBS, Private Equity, Business Development, Structured Finance, Financial Structuring, Finance
Education
Tulane University - A.B. Freeman School of Business 1981 — 1983
MBA, Finance and Marketing
Ansonia High School
University of Connecticut
Bachelor of Arts (B.A.), Sociology, History Minor
D2 Advisors Inc. November 2000 - Present
Associated Consultants 1998 - 2000
Funds Distributor, Inc. 1996 - 1997
CIGNA Corporation 1994 - 1996
Skills
New Business Development, Marketing Strategy, Tactical Maketing, Business Relationship..., Sales Management and..., Real Estate, Real Estate Consulting, Capital Raising, Real Estate Finance, Real Estate Development, Real Estate Economics, Acquisitions, Real Estate Transactions, Real Estate Equity..., Investment Properties, Commercial Real Estate, Real Estate Investment..., Real Estate Financing, Real Estate Private..., Financial Writing, Training, Persuasive Writing, Written and Oral..., Public Speaking, Presentation Development, Leadership, Due Diligence, Strategy, Joint Ventures, Valuation, Private Placements, Funding, CMBS, Private Equity, Business Development, Structured Finance, Financial Structuring, Finance
Education
Tulane University - A.B. Freeman School of Business 1981 — 1983
MBA, Finance and Marketing
Ansonia High School
University of Connecticut
Bachelor of Arts (B.A.), Sociology, History Minor
Richard Scheib Richard Scheib's Funds Distributor, Inc. Experience July 1997 - February 2002
Job Vice President Sales at Ascentium Capital LLC
Industry Financial Services
Experience
Ascentium Capital LLC May 2015 - Present
Direct Capital Corporation October 2002 - April 2015
Funds Distributor, Inc. July 1997 - February 2002
Manulife Financial August 1996 - July 1997
Skills
Commercial Finance, Credit, Asset Based Lending, Commercial Lending, Portfolio Management, Finance, Financial Analysis, Small Business Lending, Credit Analysis, Underwriting, Risk Management, Loans, New Business Development, Salesforce.com, Funding, Account Management, Financial Services, Executive Management, Working Capital..., Negotiation, Banking, Corporate Finance, Structured Finance, Credit Risk, Forecasting, Relationship Management, Sales Management, Process Improvement, Loan Origination, Financial Modeling, Mortgage Lending
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
BS, Business Administration
Pinkerton Academy 1986 — 1990
Ascentium Capital LLC May 2015 - Present
Direct Capital Corporation October 2002 - April 2015
Funds Distributor, Inc. July 1997 - February 2002
Manulife Financial August 1996 - July 1997
Skills
Commercial Finance, Credit, Asset Based Lending, Commercial Lending, Portfolio Management, Finance, Financial Analysis, Small Business Lending, Credit Analysis, Underwriting, Risk Management, Loans, New Business Development, Salesforce.com, Funding, Account Management, Financial Services, Executive Management, Working Capital..., Negotiation, Banking, Corporate Finance, Structured Finance, Credit Risk, Forecasting, Relationship Management, Sales Management, Process Improvement, Loan Origination, Financial Modeling, Mortgage Lending
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
BS, Business Administration
Pinkerton Academy 1986 — 1990
Rui M. Moura Rui M. Moura's Funds Distributor, Inc. Experience November 1991 - June 1997
Job Managing Partner Global Index Group, LLC
Industry Financial Services
Experience
Global Index Group, LLC May 2010 - Present
Novartus Consulting Group September 2006 - Present
3aArt 2006 - 2014
Milestone Global Asset Management May 2004 - September 2005
Russell Investments 2000 - 2004
United States Marine Corps Reserve May 1988 - January 2001
Babson Mutual Funds July 1997 - July 2000
Funds Distributor, Inc. November 1991 - June 1997
Fidelity Investments 1986 - 1988
Skills
Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Mutual Funds, Equities, ETFs, Investment Strategies, Venture Capital, Financial Services, Private Equity, Wealth Management, Asset Allocation, Trading, Investment Management, Emerging Markets, Series 7, Entrepreneurship, Strategic Planning, Institutional..., Marketing Strategy, Digital Marketing, Integrated Marketing, Asset Management, Business Development, Marketing, Relationship Management, Business Planning, Start-ups, Management, Strategy, Retirement, Capital Markets, Leadership, Financial Markets, Securities, Management Consulting, Fund Of Funds, Financial Advisory, Investor Relations, Financial Analysis, Corporate Development, Series 63, Investment Advisory, Strategic Financial..., Mergers & Acquisitions, Investment Banking, Valuation, Funding
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA
Northwestern University - Kellogg School of Management 2002 — 2003
Certificate
National Defense University 1993 — 1994
Certificate
University of Massachusetts at Lowell 1981 — 1983
BS
Global Index Group, LLC May 2010 - Present
Novartus Consulting Group September 2006 - Present
3aArt 2006 - 2014
Milestone Global Asset Management May 2004 - September 2005
Russell Investments 2000 - 2004
United States Marine Corps Reserve May 1988 - January 2001
Babson Mutual Funds July 1997 - July 2000
Funds Distributor, Inc. November 1991 - June 1997
Fidelity Investments 1986 - 1988
Skills
Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Mutual Funds, Equities, ETFs, Investment Strategies, Venture Capital, Financial Services, Private Equity, Wealth Management, Asset Allocation, Trading, Investment Management, Emerging Markets, Series 7, Entrepreneurship, Strategic Planning, Institutional..., Marketing Strategy, Digital Marketing, Integrated Marketing, Asset Management, Business Development, Marketing, Relationship Management, Business Planning, Start-ups, Management, Strategy, Retirement, Capital Markets, Leadership, Financial Markets, Securities, Management Consulting, Fund Of Funds, Financial Advisory, Investor Relations, Financial Analysis, Corporate Development, Series 63, Investment Advisory, Strategic Financial..., Mergers & Acquisitions, Investment Banking, Valuation, Funding
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA
Northwestern University - Kellogg School of Management 2002 — 2003
Certificate
National Defense University 1993 — 1994
Certificate
University of Massachusetts at Lowell 1981 — 1983
BS
Tim McGowan Tim McGowan's Funds Distributor, Inc. Experience 1997 - 2000
Job Vice President, Relationship Management Fidelity FundsNetwork
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
State Street July 2007 - January 2013
Harbor Energy Partners 2013 - 2013
Investors Bank and Trust (acquired by State Street Corp.) March 2000 - July 2007
Funds Distributor, Inc. 1997 - 2000
Merrill Lynch 1995 - 1996
Dean Witter Reynolds 1993 - 1995
Skills
Mutual Funds, Investments, Relationship Management, ETFs, Securities, Financial Services, Finance, Fixed Income, Hedge Funds, Equities, CRM, Alternative Investments, Trading, Strategy, New Business Development, Account Management, Project Management, Customer Satisfaction, Investment Management, Asset Management, Strategic Account..., Leadership, Management, Customer Service, Customer Retention
Education
Nichols College 1988 — 1992
Bachelor of Science (BS), Finance
Fidelity Investments February 2014 - Present
State Street July 2007 - January 2013
Harbor Energy Partners 2013 - 2013
Investors Bank and Trust (acquired by State Street Corp.) March 2000 - July 2007
Funds Distributor, Inc. 1997 - 2000
Merrill Lynch 1995 - 1996
Dean Witter Reynolds 1993 - 1995
Skills
Mutual Funds, Investments, Relationship Management, ETFs, Securities, Financial Services, Finance, Fixed Income, Hedge Funds, Equities, CRM, Alternative Investments, Trading, Strategy, New Business Development, Account Management, Project Management, Customer Satisfaction, Investment Management, Asset Management, Strategic Account..., Leadership, Management, Customer Service, Customer Retention
Education
Nichols College 1988 — 1992
Bachelor of Science (BS), Finance
John Pelletier John Pelletier's Funds Distributor, Inc. Experience April 1994 - November 1997
Job Director, Center for Financial Literacy at Champlain College
Industry Education Management
Experience
Sentinel Funds January 2013 - Present
Champlain College July 2010 - Present
Sterling Valley Consulting LLC April 2009 - Present
Eaton Vance October 2007 - June 2008
Natixis Global Associates September 2004 - October 2007
Natixis Global Associates November 1997 - September 2004
Funds Distributor, Inc. April 1994 - November 1997
The Boston Company February 1992 - April 1994
Ropes & Gray LLP April 1990 - February 1992
Sidley Austin August 1989 - April 1990
Skills
Mergers, Asset Management, Mutual Funds, Investments, Compliance, Due Diligence, Contract Negotiation, Strategic Planning, Business Strategy, Securities, Public Speaking, Series 7, Financial Planning, Hedge Funds, Alternative Investments, Fundraising, Corporate Governance, Investment Advisory, Business Development, Risk Management, Financial Services, Asset Managment, Management, Strategic Financial..., Mergers & Acquisitions, Analysis, Leadership, Start-ups, Portfolio Management, Finance, Financial Analysis, Private Equity, Financial Modeling, Marketing
Education
Duke University School of Law 1986 — 1989
JD, Law
Duke Unviversity - Sanford School of Public Policy 1986 — 1989
MA, Public Policy
Assumption College 1982 — 1986
BA, Economics, Political Science
Sentinel Funds January 2013 - Present
Champlain College July 2010 - Present
Sterling Valley Consulting LLC April 2009 - Present
Eaton Vance October 2007 - June 2008
Natixis Global Associates September 2004 - October 2007
Natixis Global Associates November 1997 - September 2004
Funds Distributor, Inc. April 1994 - November 1997
The Boston Company February 1992 - April 1994
Ropes & Gray LLP April 1990 - February 1992
Sidley Austin August 1989 - April 1990
Skills
Mergers, Asset Management, Mutual Funds, Investments, Compliance, Due Diligence, Contract Negotiation, Strategic Planning, Business Strategy, Securities, Public Speaking, Series 7, Financial Planning, Hedge Funds, Alternative Investments, Fundraising, Corporate Governance, Investment Advisory, Business Development, Risk Management, Financial Services, Asset Managment, Management, Strategic Financial..., Mergers & Acquisitions, Analysis, Leadership, Start-ups, Portfolio Management, Finance, Financial Analysis, Private Equity, Financial Modeling, Marketing
Education
Duke University School of Law 1986 — 1989
JD, Law
Duke Unviversity - Sanford School of Public Policy 1986 — 1989
MA, Public Policy
Assumption College 1982 — 1986
BA, Economics, Political Science
Heidi Christmas, CMP's Funds Distributor, Inc. Experience May 1998 - August 2000
Job Director, Meetings at Voxmedia LLC
Industry Education Management
Experience
Voxmedia LLC June 2006 - Present
Ark-Les Corporation June 2001 - January 2005
Talbots January 2001 - June 2001
Funds Distributor, Inc. May 1998 - August 2000
Ernst & Young July 1995 - May 1998
Skills
Trade Shows, Contract Negotiation, Location Intelligence, Incentives, Advertising, Sales Management, Sponsorship, Sales, Team Building, Fundraising, Strategy, Meeting Planning, Food & Beverage, Transportation..., Meeting Management, Site Selection, Strategic Planning, Food &, Onsite Management, Logistics, Hospitality
Education
Eastern Nazarene College 1990 — 1994
BA
Capricorn 1984 — 1989
Voxmedia LLC June 2006 - Present
Ark-Les Corporation June 2001 - January 2005
Talbots January 2001 - June 2001
Funds Distributor, Inc. May 1998 - August 2000
Ernst & Young July 1995 - May 1998
Skills
Trade Shows, Contract Negotiation, Location Intelligence, Incentives, Advertising, Sales Management, Sponsorship, Sales, Team Building, Fundraising, Strategy, Meeting Planning, Food & Beverage, Transportation..., Meeting Management, Site Selection, Strategic Planning, Food &, Onsite Management, Logistics, Hospitality
Education
Eastern Nazarene College 1990 — 1994
BA
Capricorn 1984 — 1989
Aaron Remorenko's Funds Distributor, Inc. Experience April 2000 - May 2001
Job Director, Channeling & Operating Model Property Claims at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2015 - Present
Liberty Mutual Insurance August 2013 - December 2014
Liberty Mutual Insurance July 2011 - July 2013
PNC Financial Services Group October 2009 - June 2011
PNC Global Investment Servicing April 2002 - October 2009
Funds Distributor, Inc. April 2000 - May 2001
Skills
Financial Services, Financial Analysis, Risk Management, Strategy, Leadership, Program Management, Mergers & Acquisitions, Management, Entrepreneurship
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2011
MBA, Finance, Entrepreneurship
University of Virginia 1995 — 1999
BA, Economics
Liberty Mutual Insurance January 2015 - Present
Liberty Mutual Insurance August 2013 - December 2014
Liberty Mutual Insurance July 2011 - July 2013
PNC Financial Services Group October 2009 - June 2011
PNC Global Investment Servicing April 2002 - October 2009
Funds Distributor, Inc. April 2000 - May 2001
Skills
Financial Services, Financial Analysis, Risk Management, Strategy, Leadership, Program Management, Mergers & Acquisitions, Management, Entrepreneurship
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2011
MBA, Finance, Entrepreneurship
University of Virginia 1995 — 1999
BA, Economics
Dawn McDermott Dawn McDermott's Funds Distributor, Inc. Experience September 1996 - January 2000
Job Marketing Officer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2004 - Present
Bank of America September 2000 - May 2003
Fidelity Investments March 2000 - July 2000
Funds Distributor, Inc. September 1996 - January 2000
Mellon Financial/The Boston Company 1993 - 1996
Blue Cross Blue Shield 1991 - 1993
John Hancock Financial Services 1989 - 1991
Skills
Marketing Communications, Marketing, Financial Services, Marketing Strategy, Brand Management, Advertising, Management, Strategic Planning, Social Media Marketing, Creative Strategy, Retirement, Relationship Management, Strategy, Business Strategy, Investments, Business Development, Mutual Funds, Direct Mail, Integrated Marketing, Market Research, Salesforce.com, Event Management, New Business Development, Account Management, Strategic Partnerships, Digital Marketing, Online Marketing, Vendor Management, Direct Marketing, Brand Development, Portfolio Management, Email Marketing, Strategic Financial..., Competitive Analysis, CRM, Insurance, Leadership, Advanced Sales, Benefits Communication, Corporate Communications, Product Marketing, Budgets, Project Management, Social Media, Health Care Reform, Cadillac Tax
Education
University of Bridgeport 1974 — 1978
Bachelor of Arts, Magna Cum Laude, Art and Journalism
Sun Life Financial May 2004 - Present
Bank of America September 2000 - May 2003
Fidelity Investments March 2000 - July 2000
Funds Distributor, Inc. September 1996 - January 2000
Mellon Financial/The Boston Company 1993 - 1996
Blue Cross Blue Shield 1991 - 1993
John Hancock Financial Services 1989 - 1991
Skills
Marketing Communications, Marketing, Financial Services, Marketing Strategy, Brand Management, Advertising, Management, Strategic Planning, Social Media Marketing, Creative Strategy, Retirement, Relationship Management, Strategy, Business Strategy, Investments, Business Development, Mutual Funds, Direct Mail, Integrated Marketing, Market Research, Salesforce.com, Event Management, New Business Development, Account Management, Strategic Partnerships, Digital Marketing, Online Marketing, Vendor Management, Direct Marketing, Brand Development, Portfolio Management, Email Marketing, Strategic Financial..., Competitive Analysis, CRM, Insurance, Leadership, Advanced Sales, Benefits Communication, Corporate Communications, Product Marketing, Budgets, Project Management, Social Media, Health Care Reform, Cadillac Tax
Education
University of Bridgeport 1974 — 1978
Bachelor of Arts, Magna Cum Laude, Art and Journalism
Paul Prescott Paul Prescott's Funds Distributor, Inc. Experience May 1994 - January 1999
Job Chief Financial Officer & Chief Operating Officer
Industry Financial Services
Experience
FIDE Advisors March 2012 - Present
Sandy Cove Advisors, LLC November 2010 - Present
SourceOne, Inc February 2000 - November 2010
Veolia Energy North America February 2000 - November 2010
CCBN.COM January 1999 - February 2000
Funds Distributor, Inc. May 1994 - January 1999
The Boston Company December 1986 - May 1994
Skills
Start-ups, Business Strategy, Strategic Planning, Strategy, Entrepreneurship, Portfolio Management, Financial Analysis, Salesforce.com, Business Development, Mergers & Acquisitions, Analysis, Managerial Finance, IPO, Restructuring, Risk Management, Finance, Investments, Sales, New Business Development, Financial Services, Equities, Strategic Financial..., Private Equity, Asset Management, Alternative Investments, Securities, Accounting, Financial Management, M&A experience, Entrepreneur, Contract Negotiation, Strategic Partnerships, Leadership, Due Diligence, Management, Valuation, Financial Modeling, Executive Management, Mutual Funds, Venture Capital, Hedge Funds, Corporate Development, Insurance, Corporate Finance, Financial Advisory, Business Process..., Investment Strategies, Series 7, QuickBooks, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
MBA, Finance
Colby College 1982 — 1986
BA, Economics, Administrative Science
Malden Catholic High School 1979 — 1982
FIDE Advisors March 2012 - Present
Sandy Cove Advisors, LLC November 2010 - Present
SourceOne, Inc February 2000 - November 2010
Veolia Energy North America February 2000 - November 2010
CCBN.COM January 1999 - February 2000
Funds Distributor, Inc. May 1994 - January 1999
The Boston Company December 1986 - May 1994
Skills
Start-ups, Business Strategy, Strategic Planning, Strategy, Entrepreneurship, Portfolio Management, Financial Analysis, Salesforce.com, Business Development, Mergers & Acquisitions, Analysis, Managerial Finance, IPO, Restructuring, Risk Management, Finance, Investments, Sales, New Business Development, Financial Services, Equities, Strategic Financial..., Private Equity, Asset Management, Alternative Investments, Securities, Accounting, Financial Management, M&A experience, Entrepreneur, Contract Negotiation, Strategic Partnerships, Leadership, Due Diligence, Management, Valuation, Financial Modeling, Executive Management, Mutual Funds, Venture Capital, Hedge Funds, Corporate Development, Insurance, Corporate Finance, Financial Advisory, Business Process..., Investment Strategies, Series 7, QuickBooks, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
MBA, Finance
Colby College 1982 — 1986
BA, Economics, Administrative Science
Malden Catholic High School 1979 — 1982
Angela Driggers's Funds Distributor, Inc. Experience 2000 - 2002
Job *
Industry Financial Services
Experience
Fidelity Investments May 2008 - March 2013
MFS Investment Management 2004 - 2008
HR Block 2003 - 2005
BISYS 2002 - 2003
Funds Distributor, Inc. 2000 - 2002
Skills
Microsoft Excel, Vendor Management, Asset Management, Treasury, Tax, Data Analysis, Relationship Management, Bloomberg, Financial Analysis, Financial Services, Finance, Fixed Income, Microsoft Office, Market Data, Business Analysis
Education
University of Massachusetts, Amherst 1995 — 2001
Isenberg School of Management, UMass Amherst
Fidelity Investments May 2008 - March 2013
MFS Investment Management 2004 - 2008
HR Block 2003 - 2005
BISYS 2002 - 2003
Funds Distributor, Inc. 2000 - 2002
Skills
Microsoft Excel, Vendor Management, Asset Management, Treasury, Tax, Data Analysis, Relationship Management, Bloomberg, Financial Analysis, Financial Services, Finance, Fixed Income, Microsoft Office, Market Data, Business Analysis
Education
University of Massachusetts, Amherst 1995 — 2001
Isenberg School of Management, UMass Amherst
Art Sable's Funds Distributor, Inc. Experience October 1999 - June 2000
Job Assistant Vice President at M&T Bank
Industry Banking
Experience
M&T Bank May 2006 - Present
Susquehanna Bank October 2005 - May 2006
Five Star Bank April 2002 - October 2005
Funds Distributor, Inc. October 1999 - June 2000
Education
Roanoke College 1995 — 1999
BBA, Business Administration- Concentration in Finance
Hammondsport Central 1991 — 1995
M&T Bank May 2006 - Present
Susquehanna Bank October 2005 - May 2006
Five Star Bank April 2002 - October 2005
Funds Distributor, Inc. October 1999 - June 2000
Education
Roanoke College 1995 — 1999
BBA, Business Administration- Concentration in Finance
Hammondsport Central 1991 — 1995
Paula David's Funds Distributor, Inc. Experience April 1996 - April 2000
Job Chief Marketing Officer, Vice President of Marketing and Communications at Clark University
Industry Higher Education
Experience
Clark University October 2008 - Present
Fort Point Growth Partners, LLC March 2008 - January 2013
Fidelity Investments September 2006 - December 2007
Fidelity HR Services April 2005 - September 2006
Fidelity Registered Investment Advisor Group February 2003 - April 2005
Fidelity Institutional Brokerage Group April 2000 - February 2003
Funds Distributor, Inc. April 1996 - April 2000
First Data Corporation April 1995 - April 1996
Allmerica Financial January 1990 - April 1995
Canton Advertising September 1981 - May 1983
Skills
Brand Awareness, Brand Development, Marketing Communications, Business Planning, Strategic Planning, Strategy, Marketing, Business Strategy, Social Media, Marketing Strategy, Public Relations, Leadership, Strategic Partnerships, Change Management, Advertising, Social Media Marketing, Market Research, Corporate Communications, Online Marketing, Strategic Communications, Talent Management, Media Relations, Internal Communications, Integrated Marketing, Fundraising, Press Releases, Direct Marketing, Digital Marketing, Product Marketing, Social Networking, Email Marketing, Marketing Research, Brand Management, Copywriting, Blogging, Newsletters, Content Strategy, Digital Strategy, Online Advertising, Direct Mail, Corporate Branding
Education
Syracuse University 1973 — 1974
BS, Marketing, Marketing, Visual Deisgn
St. Lawrence University 1971 — 1973
Clark University October 2008 - Present
Fort Point Growth Partners, LLC March 2008 - January 2013
Fidelity Investments September 2006 - December 2007
Fidelity HR Services April 2005 - September 2006
Fidelity Registered Investment Advisor Group February 2003 - April 2005
Fidelity Institutional Brokerage Group April 2000 - February 2003
Funds Distributor, Inc. April 1996 - April 2000
First Data Corporation April 1995 - April 1996
Allmerica Financial January 1990 - April 1995
Canton Advertising September 1981 - May 1983
Skills
Brand Awareness, Brand Development, Marketing Communications, Business Planning, Strategic Planning, Strategy, Marketing, Business Strategy, Social Media, Marketing Strategy, Public Relations, Leadership, Strategic Partnerships, Change Management, Advertising, Social Media Marketing, Market Research, Corporate Communications, Online Marketing, Strategic Communications, Talent Management, Media Relations, Internal Communications, Integrated Marketing, Fundraising, Press Releases, Direct Marketing, Digital Marketing, Product Marketing, Social Networking, Email Marketing, Marketing Research, Brand Management, Copywriting, Blogging, Newsletters, Content Strategy, Digital Strategy, Online Advertising, Direct Mail, Corporate Branding
Education
Syracuse University 1973 — 1974
BS, Marketing, Marketing, Visual Deisgn
St. Lawrence University 1971 — 1973
Don Roberson's Funds Distributor, Inc. Experience 1992 - 1998
Job Managing Director, Distribution, ProShares
Industry Financial Services
Experience
ProShares May 2010 - Present
Lincoln Financial Distributors August 2006 - July 2009
Lincoln Financial Group August 2003 - August 2006
Funds Distributor, Inc. 1992 - 1998
Prudential Securities 1981 - 1990
Skills
Customer Service, Mutual Funds, Series 7, ETFs, Alternative Investments, Asset Allocation, Wealth Management, Separately Managed..., Investments, Asset Managment, Investment Advisory, Series 24, Retirement, Investment Strategies, Risk Management, Strategic Financial..., Financial Services, Sales, Hedge Funds, Financial Markets, Equities, New Business Development, Portfolio Management, Strategy, Asset Management, Investment Management, 401k, Defined Contribution, Marketing, Fixed Income, Financial Advisory, Relationship Management, Institutional, Pensions, Life Insurance
Education
Florida State University - College of Business 1975 — 1977
BS- Marketing, Marketing & Accounting
ProShares May 2010 - Present
Lincoln Financial Distributors August 2006 - July 2009
Lincoln Financial Group August 2003 - August 2006
Funds Distributor, Inc. 1992 - 1998
Prudential Securities 1981 - 1990
Skills
Customer Service, Mutual Funds, Series 7, ETFs, Alternative Investments, Asset Allocation, Wealth Management, Separately Managed..., Investments, Asset Managment, Investment Advisory, Series 24, Retirement, Investment Strategies, Risk Management, Strategic Financial..., Financial Services, Sales, Hedge Funds, Financial Markets, Equities, New Business Development, Portfolio Management, Strategy, Asset Management, Investment Management, 401k, Defined Contribution, Marketing, Fixed Income, Financial Advisory, Relationship Management, Institutional, Pensions, Life Insurance
Education
Florida State University - College of Business 1975 — 1977
BS- Marketing, Marketing & Accounting
Bill Stetter's Funds Distributor, Inc. Experience October 1999 - May 2001
Job CFO at Park Place International
Industry Medical Devices
Experience
Park Place International September 2015 - Present
Ximedica July 2007 - September 2015
Heartlab November 2001 - July 2007
Funds Distributor, Inc. October 1999 - May 2001
Holland Mark November 1995 - October 1999
Simmons Market Research May 1985 - December 1995
Hess Corporation November 1983 - May 1985
EY June 1980 - November 1983
Skills
Forecasting, Business Planning, Budgets, Mergers & Acquisitions, Cross-functional Team..., Risk Management, Business Strategy, Process Improvement, Managerial Finance, Manufacturing, Analysis, Financial Modeling, Auditing, Mergers, Management Consulting, Turnaround Experience, Decision Support, Contract Negotiation, Medical Devices, Software, Professional Services, Financial Analysis, Financial Reporting, US GAAP, Private Equity Funding, ERP Implementations, Cost Accounting, Cost Control, Cost Reduction
Education
New York University - Leonard N. Stern School of Business 1985 — 1986
MBA, Finance
Fordham University
BS, Accounting
Park Place International September 2015 - Present
Ximedica July 2007 - September 2015
Heartlab November 2001 - July 2007
Funds Distributor, Inc. October 1999 - May 2001
Holland Mark November 1995 - October 1999
Simmons Market Research May 1985 - December 1995
Hess Corporation November 1983 - May 1985
EY June 1980 - November 1983
Skills
Forecasting, Business Planning, Budgets, Mergers & Acquisitions, Cross-functional Team..., Risk Management, Business Strategy, Process Improvement, Managerial Finance, Manufacturing, Analysis, Financial Modeling, Auditing, Mergers, Management Consulting, Turnaround Experience, Decision Support, Contract Negotiation, Medical Devices, Software, Professional Services, Financial Analysis, Financial Reporting, US GAAP, Private Equity Funding, ERP Implementations, Cost Accounting, Cost Control, Cost Reduction
Education
New York University - Leonard N. Stern School of Business 1985 — 1986
MBA, Finance
Fordham University
BS, Accounting
Kristin Adamonis, CFA's Funds Distributor, Inc. Experience June 1999 - May 2000
Job Financial Services Research, Writing & Editing
Industry Financial Services
Experience
Kristin Adamonis, CFA November 2009 - Present
Financial Research Corporation July 2006 - August 2009
Financial Research Corporation September 2003 - July 2006
Financial Research Corporation May 2000 - September 2003
Funds Distributor, Inc. June 1999 - May 2000
Zions Bancorporation September 1997 - May 1999
First Security Bank July 1996 - August 1997
Skills
Research, Strategy, Mutual Funds, Competitive Analysis, Market Research, Investments
Education
Keene State College 1990 — 1994
B.S., Management
Kristin Adamonis, CFA November 2009 - Present
Financial Research Corporation July 2006 - August 2009
Financial Research Corporation September 2003 - July 2006
Financial Research Corporation May 2000 - September 2003
Funds Distributor, Inc. June 1999 - May 2000
Zions Bancorporation September 1997 - May 1999
First Security Bank July 1996 - August 1997
Skills
Research, Strategy, Mutual Funds, Competitive Analysis, Market Research, Investments
Education
Keene State College 1990 — 1994
B.S., Management
Cheryl Livoli's Funds Distributor, Inc. Experience 1997 - 2000
Job Executive Administrator, Office of the CEO
Industry Hospital & Health Care
Experience
Atrius Health August 2006 - Present
M/C Partners 2000 - 2004
Funds Distributor Inc. 1997 - 2000
Funds Distributor, Inc. 1994 - 1997
The Boston Company 1992 - 1994
Skills
Healthcare, Healthcare Management, Process Improvement, Administrative..., Human Resources, Management
Education
Marian Court College
Associate's Degree, Office Administration
Salem State College
Business Administration and Management, General
Atrius Health August 2006 - Present
M/C Partners 2000 - 2004
Funds Distributor Inc. 1997 - 2000
Funds Distributor, Inc. 1994 - 1997
The Boston Company 1992 - 1994
Skills
Healthcare, Healthcare Management, Process Improvement, Administrative..., Human Resources, Management
Education
Marian Court College
Associate's Degree, Office Administration
Salem State College
Business Administration and Management, General
Julie (Brackett) Lyman's Funds Distributor, Inc. Experience September 1996 - May 1998
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2012 - Present
John Hancock Financial Services May 2010 - October 2012
Bank of America October 2006 - May 2010
Columbia Management Advisors, LLC May 2009 - October 2009
Kirkpatrick & Lockhart Nicholson Graham LLP April 2004 - October 2006
CDC IXIS Asset Management November 1999 - April 2004
John Hancock Financial Services June 1998 - November 1999
Funds Distributor, Inc. September 1996 - May 1998
Scudder, Stevens & Clark, Inc. June 1994 - September 1996
Scudder Services Company July 1993 - June 1994
Education
Suffolk University Law School 1995 — 1999
Juris Doctor
Providence College 1988 — 1992
Bachelor of Arts
Bank of America Merrill Lynch October 2012 - Present
John Hancock Financial Services May 2010 - October 2012
Bank of America October 2006 - May 2010
Columbia Management Advisors, LLC May 2009 - October 2009
Kirkpatrick & Lockhart Nicholson Graham LLP April 2004 - October 2006
CDC IXIS Asset Management November 1999 - April 2004
John Hancock Financial Services June 1998 - November 1999
Funds Distributor, Inc. September 1996 - May 1998
Scudder, Stevens & Clark, Inc. June 1994 - September 1996
Scudder Services Company July 1993 - June 1994
Education
Suffolk University Law School 1995 — 1999
Juris Doctor
Providence College 1988 — 1992
Bachelor of Arts