Gannett Welsh & Kotler
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Gannett Welsh & Kotler Employees
Procter & Gamble June 2015 - Present
Procter & Gamble May 2014 - August 2014
Goldman Sachs October 2010 - July 2013
Goldman Sachs May 2008 - October 2010
Goldman Sachs July 2007 - May 2008
Gannett Welsh & Kotler June 2006 - July 2007
Skills
Derivatives, Microsoft Excel, Microsoft Office, Series 7, Securities, Middle Office, Investment Banking, Valuation, Credit Derivatives, Derivative Operations, Exotic Derivatives, Finance, Structured Finance, Financial Operations, Equities
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 2005 — 2008
Bachelor of Science, Finance
State University of New York at Oswego 2003 — 2005
Wellington Management May 2015 - Present
Wellington Management October 2014 - May 2015
Wellington Management December 2010 - September 2014
Windhaven Investment Management April 2009 - December 2010
Gannett Welsh & Kotler October 2007 - April 2009
Skills
Asset Allocation, Investment Strategies, CRM, Business Development, Insurance, Analysis, Relationship Management
Education
McGill University 2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General
Eze Software Group August 2014 - Present
Invested Development December 2013 - June 2014
Okuri Ventures April 2013 - August 2013
Gannett Welsh & Kotler June 2011 - July 2012
Citizen Schools September 2010 - December 2010
Connecticut Department of Energy & Environmental Protection May 2010 - September 2010
Skills
Spanish, Microsoft Excel, Financial Modeling, Valuation, Impact Investing, Investments, Financial Analysis, Start-ups, Venture Capital, International Travel, Banking, Global Business..., Databases, SPSS, Account Reconciliation, Management, Finance, Time Management, International Business, Financial Software..., Microsoft SQL Server, PowerPoint, Database Administration
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), International Business - Finance, 3.56 - Magna Cum Laude
Comillas Pontifical University / ICADE 2012 — 2013
Grado Superior, Ciencias Empresariales Internacionales (E-4)
HSBC Global Banking and Markets August 2014 - Present
HSBC Global Banking and Markets June 2013 - August 2013
Gannett Welsh & Kotler June 2012 - August 2012
Boston College May 2012 - August 2012
Merrill Lynch October 2011 - April 2012
J.Crew March 2010 - January 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Investments, Bloomberg Terminal, ThomsonOne, Company Valuation, DCF Valuation, LBO, Multiples, Precedent Transactions, Comparable Analysis
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor's of Science in Management, Concentration in Finance
Copenhagen Business School 2012 — 2012
Bachelor of Business Administration (B.B.A.), International Finance
Income Research + Management September 2010 - Present
Gannett Welsh & Kotler August 2009 - September 2010
RBS Americas May 2008 - August 2009
Citizens Bank February 2006 - May 2008
Citizens Bank February 2005 - February 2006
PCs For Everyone May 2004 - January 2005
Skills
SharePoint, Databases, SDLC, Software Development, SQL, Business Analysis, ASP.NET, Risk Management, Oracle, Web Applications, Enterprise Software, ETL, SSIS, AJAX, jQuery, Web Development, Fixed Income, WCF, Six Sigma, Data Warehousing, .NET, Project Management, Integration, Systems Analysis, Portia
Education
Bryant University 2002 — 2006
BS, Computer Information Systems, Psychology
Apex Capital Management October 2009 - Present
Citizens Investment Services July 2009 - September 2009
Lazard Asset Management October 2005 - January 2009
Gannett Welsh & Kotler November 2003 - October 2005
Putnam Investments February 2002 - October 2003
Putnam Investments February 2001 - January 2002
Putnam Investments June 2000 - January 2001
Avon Old Farms School October 1997 - June 2000
Education
State University of New York College at Cortland 1993 — 1997
BS, Mathematics, Physics
360i October 2013 - Present
Razorfish April 2012 - October 2013
Razorfish May 2011 - April 2012
Razorfish November 2009 - May 2011
DDB April 2008 - November 2009
Gannett Welsh & Kotler November 2007 - March 2008
PUMA June 2005 - December 2006
Skills
Interactive Marketing, Digital Marketing, Digital Media, SEM, Media Planning, Retail Marketing, Digital Strategy, Account Management, Direct Response, Post Campaign Analysis, Integrated Marketing, Mobile Marketing, Media Buying, comScore, Marketing, Online Advertising, Social Media Marketing, Strategy, Social Media, Advertising, Online Marketing, Management, Marketing Strategy, Web Analytics
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
MBA, Marketing and Strategy
Tufts University 2003 — 2007
B.A., Cum Laude, International Relations, Economics
Miss Porter's 1999 — 2003
AOL February 2015 - Present
Kaltura March 2014 - February 2015
Onboard Informatics September 2012 - March 2014
OnBoard LLC dba Onboard Informatics February 2010 - September 2012
High Street Partners March 2009 - March 2010
OnBoard LLC August 2007 - March 2009
Sterling Testing Systems August 2006 - August 2007
Gannett Welsh & Kotler July 2004 - August 2005
Skills
Strategic Partnerships, SaaS, Salesforce.com, CRM, E-commerce, Business Development, Web Applications, Management, Strategy, Cross-functional..., Integration, Interfaces, Social Media Marketing, SEO, B2B, Program Implementation, Cultural Sensitivity, Non-Executive Director, Multi-cultural Team..., Cultural Awareness, Technology, Technology Integration, Digital Video, Online Advertising, Programmatic Advertising, Video Advertising, Display Advertising, Online Marketing, Start-ups, Product Management
Education
Suffolk University - Sawyer School of Management 2005 — 2006
MBA, Global Marketing and Business Administration
Susquehanna University 1998 — 2001
BA, International Studies, Political Science
IES -Institute for European Studies 1999 — 2000
BA, Business, Economics
Cambridge Associates February 2015 - Present
Cambridge Associates September 2010 - Present
Gannett Welsh & Kotler September 2008 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Recruiting, Talent Acquisition, Marketing Communications, Strategic Planning, Employee Benefits, Time Management, Interviews, Management, Outlook, Nonprofits, Marketing, Onboarding, Human Resources, Payroll, Event Planning, Employee Relations, Salesforce.com
Education
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Arts, Economics
FASCET LLC December 2012 - Present
Vegasoul LLC November 2011 - December 2012
Gannett Welsh & Kotler December 2010 - August 2011
BNY Mellon May 2008 - December 2010
Skills
Fixed Income, Equities, Trading, Account Reconciliation, Options, Futures, CTA, Hedge Funds, Investments, Alternative Investments, Asset Managment, Asset Management, Securities, Bloomberg, Auditing, Financial Services, Leadership
Education
Lafayette College 2004 — 2008
BA, Economics and Busines; Concentration Finance
IES Barcelona 2007 — 2007
Study Abroad in Barcelona, Spain
American University 2006 — 2006
"Washington Semester Abroad"
Zevin Asset Management (ZAM) September 2012 - Present
Bridgeway Capital January 2009 - August 2012
Duquesne University January 2010 - May 2012
Important Media July 2010 - July 2011
Triago December 2004 - September 2008
Peace Corps January 2001 - September 2002
Gannett Welsh & Kotler 1999 - 2000
Skills
Fundraising, Corporate Social..., Grant Writing, Research, Sustainability, Program Management, Nonprofits, Financial Analysis, Grants, Social Entrepreneurship, Investments, Leadership, Policy Analysis, Policy, Public Policy, ESG screening, Shareholder Advocacy, Shareholder Activism
Education
Duquesne University 2009 — 2012
Master of Business Administration/ Master of Public Policy, Corporate Social Responsibility, High Honors
Boston University 1995 — 1999
Bachelor of Arts, International Relations
Jarred's Ticket Arbitrage January 2013 - Present
Wellington Management July 2014 - January 2015
Ebay Vendor June 2003 - June 2014
Gannett Welsh & Kotler July 2013 - December 2013
ESN North America May 2011 - June 2011
Sienna's Gourmet Pizza September 2009 - September 2010
Morey's Piers & Beachfront Waterparks June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, HTML, Research, Social Media, Public Speaking, Teamwork, Social Networking, Time Management
Education
Northeastern University 2010 — 2015
a Bachelor of Science, Business Administration; Management
Ridge High School
MFS Investment Management January 2001 - Present
Putnam Investments October 1999 - January 2001
Gannett Welsh & Kotler September 1996 - June 1999
Morgan Stanley September 1995 - September 1996
Education
St. Lawrence University 1991 — 1995
Middlesex School 1988 — 1991
Windhaven Investment Management June 2015 - Present
Windhaven Investment Management March 2015 - Present
Windhaven Investment Management March 2013 - March 2015
Windhaven Investment Management November 2012 - March 2013
Windhaven Investment Management February 2012 - November 2012
Windhaven Investment Management March 2010 - February 2012
Gannett Welsh & Kotler January 2008 - March 2010
BNY Mellon September 2006 - January 2008
Skills
Series 65, Superior Client Service, Marketing Communications, RFP Generation, Salesforce.com, Institutional..., Institutional Relations, Relationship Management, Investment Policy..., Reporting & Analysis, Global Tactical Asset..., Investment Management, Bloomberg, ETFs, Separately Managed..., Collective Trust Fund, Financial Services, Client Services, Fund Administration, Wealth Management..., Investments, Management
Education
Suffolk University - Sawyer School of Management 2012 — 2014
Master of Business Administration (M.B.A.), International Finance
Salem State College 2001 — 2006
Bachelor's Degree, Business Management
Gannett Welsh & Kotler December 2011 - Present
InterFACE Talent Network March 2008 - December 2011
Publicis Modem June 2010 - October 2010
Transport Systems & Products, Inc June 2006 - February 2009
Skills
Microsoft Excel, Social Media, Recruiting, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Social Media Marketing, Salesforce.com, Social Networking, Advertising, Marketing, Event Planning, Marketing Communications, Market Research, Customer Service
Education
Southern Connecticut State University 2004 — 2010
B.S., Marketing
Pembroke Public Schools 2011 - Present
Massachusetts Maritime Academy 2014 - Present
North River Lacrosse LLC 2013 - Present
Pembroke High School 2012 - Present
United States Marine Corps 2007 - Present
Addison Search 2011 - 2011
Paychex 2010 - 2011
Gannett Welsh & Kotler 2006 - 2007
Bridgewater Raynham School District 2006 - 2006
State Street 2005 - 2006
Skills
Leadership, Management, Public Speaking, Microsoft Excel, Strategic Planning, Customer Service, Financial Analysis, Microsoft Office, Sales, Recruiting
Education
Bowdoin College 2001 — 2005
B.A., Russian
Middlebury College 2003 — 2003
Certificate, School of Russian Language
Nevsky Institute of Language and Culture 2003 — 2003
Foriegn Study, Economics, Russian Language
The Basic School: MCB Quantico 2007 — 2008
Military Science, Leadership, Tactics
BC High 1997 — 2001
Diploma
HarbourVest Partners January 2015 - Present
BlumShapiro February 2014 - September 2014
Peace Corps June 2013 - November 2013
Education Development Center April 2012 - May 2013
Gannett Welsh & Kotler December 2011 - April 2012
AmeriCorps January 2011 - November 2011
WGBH March 2008 - January 2011
Viacom, MTV's MADE January 2008 - March 2008
Self-employed July 2007 - March 2008
The Maiden Heist October 2007 - January 2008
Skills
Social Media, Video Production, Editing, Blogging, Nonprofits, Television, Event Planning, Research, Public Speaking, Fundraising, Post Production, Film, Training, Social Networking, Community Outreach, Facebook, Writing, Copy Editing, Public Relations, Video
Education
Boston University 2003 — 2007
Film & Television, Television Production
New Egypt High School 1999 — 2003
Citizens Private Bank &Trust September 2014 - Present
YMCA 2010 - Present
Granite Investment Advisors January 2010 - September 2014
BNY Mellon September 1998 - January 2010
Gannett Welsh & Kotler 1989 - 1998
UBS 1987 - 1989
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Sales Presentations, Investments, Asset Managment, Risk Management, Business Development, Team Leadership, Due Diligence, Organizational..., Communication, Community Outreach, Fixed Income, Mutual Funds, Financial Services
Education
Northeastern University - Graduate School of Business Administration 1997 — 1999
Master's degree, Taxation
University of New Hampshire 1983 — 1987
BA, English
Performance Indicator, LLC July 2014 - Present
Museum for Black Innovation and Entrepreneurship 2011 - Present
MIT May 2011 - July 2014
The Partnership, Inc. January 2011 - December 2011
MIT October 2008 - May 2011
Schneider Electric March 2005 - August 2008
Schneider Automation December 2000 - March 2005
Gannett Welsh & Kotler March 1999 - April 2000
Cambridge Computer Services 2000 - 2000
See list below 1993 - 1997
Skills
Patents, Intellectual Property, Web-based Software..., Licensing, Electronics, Open Source Software, Manufacturing, JavaScript, C, Web Applications, Web 2.0, HTML 5, XML, PHP, Database Design, Internet Strategy, Technology Transfer, Start-ups, Business Planning, Business Strategy, Semiconductors, Leadership, Entrepreneurship, Commercialization, Management, Engineering, R&D, Product Development, Market Research, Product Management, Energy, Automation, Consulting, Strategy, Materials Science, Innovation Management
Education
Suffolk University Law School 2009 — 2013
Doctor of Law (J.D.)
Suffolk University Sawyer Business School 2008 — 2013
Master of Business Administration
Massachusetts Institute of Technology 1994 — 1998
S.B.
Gannett Welsh & Kotler September 2004 - Present
The Bank of New York 1998 - 2004
State Street Bank 1993 - 1996
Skills
Portfolio Management, Financial Services, Fixed Income, Equities, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Bloomberg, Mutual Funds, Series 7, Investment Strategies, Investment Management, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
University of Vermont 1987 — 1991
BS, Business and Finance
Income Research & Management August 2006 - Present
Gannett Welsh & Kotler May 1998 - August 2006
Pioneer Investments May 1996 - May 1998
Fidelity Investments 1994 - 1996
Skills
Asset Managment, Fixed Income, Investments, Equities, Bloomberg, Asset Allocation, Risk Management, Trading Systems, Business Analysis, Investment Management, Trading, Electronic Trading, Relationship Management, Derivatives, Options, Wealth Management, Bonds, Investment Strategies, Investment Banking, Securities, Alternative Investments, Asset Management, Mutual Funds, Financial Services, Market Data, Equity Research, Due Diligence, Financial Markets, Equity Trading, Financial Analysis
Education
Boston University 2008 — 2010
MS, Computer Information Systems
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MS, Finance
Bentley University 1989 — 1994
BS, Finance
Catholic Memorial
Catholic Memorial
Catholic Memorial
John Hancock Financial Services April 2014 - Present
Brown Brothers Harriman October 2010 - May 2013
MFS Investment Management January 2009 - June 2009
Gannett Welsh & Kotler June 2007 - March 2008
Skills
Microsoft Excel, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Bloomberg, Equities
Education
Northeastern University 2005 — 2010
Bachelors, Finance
William Blair & Company July 2015 - Present
F-Squared Investments August 2014 - June 2015
Gannett Welsh & Kotler January 2011 - August 2014
Gannett Welsh & Kotler November 2009 - December 2010
Gannett Welsh & Kotler October 2005 - November 2009
Natixis Asset Management October 2004 - October 2005
Skills
Separately Managed..., Mutual Funds, Fixed Income, Equities, Financial Services, Relationship Management, Asset Allocation, Series 63, New Business Development, Asset Management, Investments, Investment Management, Investment Strategies, Portfolio Management, Wealth Management, Investment Advisory, Securities, Bloomberg, Bonds, Series 6, ETFs, Series 7, Alternative Investments
Education
Bates College 2000 — 2004
BA, Economics
QIAGEN August 2012 - March 2014
AmniSure International LLC August 2011 - August 2012
AmniSure International LLC August 2010 - August 2011
Healthcare Businesswomen’s Association, Boston Chapter May 2010 - October 2010
McGill Reproductive Centre June 2008 - July 2008
Wellington Management Company, LLP June 2004 - July 2007
Gannett Welsh & Kotler April 2000 - June 2004
Skills
Market Research, Data Analysis, Process Improvement, International Business, Competitive Analysis, Cross-functional Team..., Market Analysis, Strategic Planning, Medical Devices, Business Development, Biotechnology, Leadership, Marketing, Strategy, Project Management
Education
McGill University 2007 — 2009
MBA, International Business
Boston College 1995 — 1999
BS, Biology
Columbia Management June 2011 - Present
Columbia Management August 2003 - December 2011
Gannett Welsh & Kotler February 2000 - August 2003
Fidelity Investments February 1995 - 2000
U.S. Department of Labor July 1991 - February 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1997
MBA, Finance
University of North Carolina at Greensboro 1989 — 1991
BS, Economics
Western New England College 1987 — 1989
Business
Cambridge Associates 2000 - Present
Gannett Welsh & Kotler December 1995 - March 2000
Brown Brothers Harriman June 1992 - December 1995
Skills
Private Equity, Due Diligence, Alternative Investments
Education
College of the Holy Cross 1988 — 1992
BA, Economics - Accounting
This Old House Ventures at Time Inc. June 2014 - Present
Camden International Film Festival September 2010 - Present
Blue Man Group December 2006 - August 2014
This Old House Ventures at Time Inc. April 2013 - June 2014
Thunder Sky Pictures August 2011 - April 2013
Principle Pictures October 2009 - August 2011
Blue Man Group April 2005 - September 2009
Chicago Shakespeare Theater January 2009 - April 2009
Gannett Welsh & Kotler January 2008 - May 2008
Spectrum Concessions August 2007 - May 2008
Skills
Avid Media Composer, Final Cut Pro, Apple Motion, Camtasia, Adobe Creative Suite, QuickBooks, Microsoft Office
Education
Boston University 2003 — 2007
Bachelor's, Film and Television
Falmouth Academy 1997 — 2003
High School Diploma
APCO Worldwide January 2010 - Present
APCO Worldwide January 2010 - Present
Brunswick Group December 2006 - December 2009
House Committee of Rules May 2005 - November 2006
State of California, Governor's Office September 2003 - March 2005
Gannett Welsh & Kotler July 1998 - April 2003
Skills
Crisis Communications
Education
Cornell University 1994 — 1998
Bachelor of Science (BS), Political Science and Government
Phillips Exeter Academy
HighVista Strategies October 2014 - Present
Cambridge Associates May 2012 - October 2014
Robert W. Baird & Co. May 2011 - May 2012
ThinkEquity LLC August 2008 - May 2011
Gannett Welsh & Kotler August 2006 - August 2008
Skills
Series 7, Series 66, Series 3, Uniform Combined State..., Venture Capital, FINRA, Bloomberg, Alternative Investments, Investments
Education
Miami University 2002 — 2006
International Studies
Lazard, Ltd. July 2012 - July 2013
Keefe, Bruyette & Woods (KBW) July 2008 - July 2012
Goldman Sachs October 2007 - July 2008
Gannett Welsh & Kotler September 2005 - September 2007
The Boston Stock Exchange September 2004 - September 2005
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Capital Markets, Investment Banking, Hedge Funds, Fixed Income, Series 7, Emerging Markets, Securities, Asset Management, Financial Analysis, Financial Statement..., Due Diligence, Investment Management, Microsoft Excel, Factset, PowerPoint, Competitive Analysis, Forecasting, Investments, ThomsonOne, Private Equity, Alternative Investments
Education
Bates College 2000 — 2004
Bachelor of Arts, Psychology/Economics
Bernards High School 1996 — 2000
Grunenthal USA May 2013 - Present
Grünenthal Group July 2011 - April 2013
Grünenthal Group July 2010 - June 2011
Grünenthal Group January 2010 - June 2010
Roche Diagnostics September 2005 - May 2010
Gannett Welsh & Kotler 2000 - 2003
Genzyme 2000 - 2000
Skills
Pharmaceutical Industry, Human Resources, Finance, Global HR, Talent Acquisition, Change Management, Operations Management, Project Management, Leadership, Management, Strategic Planning, Healthcare, Business Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Marketing, Finance, International Business
Boston University 1998 — 2000
MA, Historic Preservation
Boston University 1993 — 1997
BA, English, Art History
Natick High School
Natick High School
Natick High School
Handy Guy LLC June 2014 - Present
Gannett Welsh & Kotler April 2007 - June 2014
Putnam Investments 2000 - 2007
Skills
Series 63, Series 6, Mutual Funds, Fixed Income, Bloomberg, Asset Allocation, Securities, Asset Management, Equities, Investments, Portfolio Management, Wealth Management, Alternative Investments, Financial Services, Hedge Funds, Relationship Management
Education
University of Massachusetts Lowell 1998 — 2002
Wilmington High School 1994 — 1998
Gannett Welsh & Kotler March 2010 - Present
Fortis Investments June 2007 - February 2010
Royal Bank of Scotland 2001 - 2007
Skills
Investments, Credit, Bonds, Fixed Income, Bloomberg, Portfolio Management, Asset Management, Equities, Financial Modeling, Investment Management, Hedge Funds, Asset Allocation, Capital Markets, Valuation, Financial Analysis, Alternative Investments, Mutual Funds, Credit Analysis, Investment Strategies, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2011
MBA
Brown University 1996 — 2000
AB, Economics & Organizational Behavior Management
reacHire 2014 - Present
Gannett Welsh & Kotler June 1998 - October 2000
MFS Investment Management August 1992 - June 1998
State Street Bank November 1985 - August 1992
Skills
Management, Public Speaking, Customer Service, Finance, Strategic Planning, Fixed Income, Microsoft Excel, Bloomberg, Mutual Funds, Equities
Education
Babson College 1987 — 1990
MBA Franklin W. Olin Graduate School of Business
Boston College 1981 — 1985
BS, Economics
Loomis Sayles & Company April 2011 - Present
Fireman Capital Advisors November 2009 - April 2011
Gannett Welsh & Kotler April 2004 - November 2008
State Street Bank September 2000 - March 2004
Education
Butler University 1994 — 1999
BFA, Dance Performance
T3 Trading Group, LLC June 2012 - Present
Gannett Welsh & Kotler 2010 - 2012
Gannett Welsh & Kotler 2008 - 2012
Gannett Welsh & Kotler 2002 - 2008
Gannett Welsh & Kotler 2000 - 2002
Scudder Kemper Investments 1998 - 2000
Scudder Kemper Investments 1998 - 1998
Investors Bank & Trust 1996 - 1998
Take A Break Student Travel 1994 - 1994
Hear Music 1991 - 1993
Skills
Investments, Fixed Income, Equities, Mutual Funds, Portfolio Management, Financial Services, Bonds, Bloomberg, Securities, Asset Management, Investment Management, Derivatives, Hedge Funds, Series 56, Trading, Equity Trading, Alternative Investments
Education
Northeastern University - Graduate School of Business Administration 2006 — 2008
Master of Science (M.S.), Finance
Northeastern University 1990 — 1996
Bachelor of Arts (B.A.), Business - Finance & Entrepreneurship
Millis High School 1986 — 1990
Gannett Welsh & Kotler March 2010 - Present
SCS Financial June 2008 - March 2010
Income Research & Management April 2007 - June 2008
Gannett Welsh & Kotler September 2000 - April 2007
Education
University of New Hampshire 1991 — 1995
Bachelor of Science (BS)
Atrium Real Estate Group, LLC September 2014 - Present
Madison CM Group September 2014 - Present
Time Square Development June 2009 - September 2014
Archstone-Smith February 2008 - January 2009
Forest City Enterprises May 2007 - December 2007
Gannett Welsh & Kotler October 2004 - September 2006
State Street Research October 2001 - October 2004
Education
New York University 2006 — 2007
MS, Real Estate Development
Bentley University 2002 — 2006
MBA, Management
Bentley University 1999 — 2001
BS, Finance
Westfield State University
USMC Logistics OfficerUnited States Marine CorpsSeptember 2007 - Present
Gannett Welsh & Kotler October 2006 - September 2007
Education
Bowdoin College 2001 — 2005
BA, Russian
EMC March 2015 - Present
EMC October 2013 - February 2015
EMC April 2013 - September 2013
Partners Capital LLP November 2010 - March 2013
Gannett Welsh & Kotler 2008 - 2010
Skills
Financial Modeling, Equities, Valuation, Portfolio Management, Asset Management, Investments, Bloomberg, Fixed Income, Hedge Funds, Financial Analysis, Alternative Investments, Due Diligence, Private Equity, Corporate Finance, Mutual Funds, Capital Markets, Asset Allocation, Business Development, Investment Management, Trading
Education
Babson College 2002 — 2006
BS, Finance and Economics
CVS Health May 2014 - Present
HSBC June 2011 - May 2014
American Express February 2011 - April 2011
Gannett Welsh & Kotler December 2007 - July 2008
Gannett Welsh & Kotler May 2006 - December 2007
Skills
Investor Relations, Investment Management, Banking
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
New York University 2008 — 2010
MA, International Politics & International Business
Connecticut College 2001 — 2005
Bachelor of Arts (BA), Government
Groton School 1999 — 2001
Diploma
Standard Life Investments February 2010 - Present
Gannett Welsh & Kotler 2009 - January 2010
MFS Investment Management December 2007 - January 2009
Education
University of California, Berkeley, Haas School of Business 2001 — 2003
MBA
Ohio University 1992 — 1997
MS, Mechanical Engineering
Wellington Management February 2013 - April 2014
Wellington Management February 2011 - August 2012
Gannett Welsh & Kotler 1992 - 2008
Logica 1985 - 1992
Bank of Boston 1981 - 1985
Mellon Bank 1978 - 1981
Skills
Business Intelligence, Fixed Income, Process Improvement, Strategy, Requirements Analysis, Business Analysis, Management, Business Process, Investments, Finance, Portfolio Management
Education
Carnegie Mellon University 1974 — 1978
BS, Administration and Management Sciences
BlueBay Asset Management October 2010 - Present
MFS Investment Management 2004 - October 2010
Gannett Welsh & Kotler 1998 - 2005
Education
Middlebury College 1992 — 1996
Columbia Management April 2012 - Present
Gannett Welsh & Kotler August 2004 - January 2012
GMO May 2001 - August 2004
Education
Saint Anselm College 1997 — 2001
BA, Business
Suffolk University - Sawyer Business School
Master of Science (M.S.), Finance
Done Right Roofing July 2013 - Present
Ameridose September 2011 - October 2012
LongVue Advisors September 2008 - May 2009
Boston Trust & Investment Management Company February 2007 - March 2008
Hale & Dorr Capital Management April 2005 - September 2006
Gannett Welsh & Kotler April 2002 - November 2002
Woodstock Corporation March 1997 - April 2002
Skills
Financial Services, Risk Management, Budgets, Analysis, Business Development, Management, Strategic Planning, Team Leadership, Portfolio Management, Program Management
Education
Kean University 1990 — 1993
Business, Economics
Keller Williams Real Estate March 2012 - Present
Gannett Welsh & Kotler November 2009 - June 2014
State Education Resource Center June 2007 - June 2009
Skills
Residential Real Estate, Marketing, Microsoft Excel, Social Media, Investments, Real Estate, Buyers, Residential Homes, Sellers, Referrals, New Home Sales, Negotiation, First Time Home Buyers, Condos, Investment Properties, Real Property, Foreclosures, Short Sales, Real Estate License, Relocation, Property, Sales, Real Estate Transactions, Investors, Single Family Homes, Buyer Representation, Property Management, Customer Service, REO, Microsoft Office, Real Estate Development, Listings, Luxury
Education
Becker College 2002 — 2006
Bachelor's degree, Legal Studies
Morgan Stanley December 2013 - Present
Morgan Stanley May 2012 - December 2013
Gannett Welsh & Kotler December 2008 - February 2012
Old Mutual (US) Holdings August 2005 - November 2008
Ernst & Young LLP November 2001 - August 2005
John Hancock Life Insurance Company (U.S.A.) June 2003 - July 2004
Liberty Financial March 1998 - November 2001
First Data Corporation 1996 - 1998
Skills
Risk Management, Auditing, Asset Managment, Equities, Fixed Income, Investments, Enterprise Risk..., Financial Analysis, Operational Risk, Portfolio Management, Financial Risk, Derivatives, Financial Modeling, Capital Markets, Internal Audit, AML, Due Diligence, Internal Controls, Asset Management, Mutual Funds, Process Improvement, Finance, Compliance, Investment Management, Valuation, Financial Services, Hedge Funds, Asset Allocation, Trading, Alternative Investments, Securities, Anti Money Laundering
Education
Suffolk University - Sawyer School of Management 1999 — 2003
MBA, Business & Finance, 3.9GPA
Northeastern University 1992 — 1997
BSBA, Accounting
Goldman Sachs January 2015 - Present
Goldman Sachs January 2012 - Present
Goldman Sachs 2007 - February 2012
Gannett Welsh & Kotler December 2006 - April 2007
Gannett Welsh & Kotler January 2005 - December 2006
State Street 2003 - 2004
Education
Boston College 1999 — 2003
BS, Finance, Marketing
Gannett Welsh & Kotler, LLC May 1999 - Present
Gannett Welsh & Kotler January 1994 - May 1998
Skills
Fixed Income, Bloomberg, Bonds, Trading, Investment Management, Valuation, Asset Management, Capital Markets, Investments, Portfolio Management, Investment Strategies, Wealth Management, Investment Advisory
Education
Boston University Questrom School of Business 2004 — 2006
MSIM, Investment Management
University of Vermont 1989 — 1993
B.A., History, Environmental Studies, Spanish
Gannett Welsh & Kotler ControllerTotal Learning Concepts1998 - 2003
EMI Strategic Marketing July 1991 - March 1998
Skills
Asset Management, Equities, Fixed Income, Investment Management
Education
Bentley University 1984 — 1990
Performa Limited (US), LLC August 2012 - Present
Dwight Asset Management April 2011 - May 2012
Dwight Asset Management August 2006 - April 2011
Dwight Asset Management July 2004 - August 2006
Gannett Welsh & Kotler August 2002 - June 2004
Loomis, Sayles & Company July 2000 - August 2002
Skills
Asset Management, Fixed Income Trading, Asset Allocation, Fixed Income, Bonds, Compliance Management, Sales Presentations, Client Communication, Performance Management, Personal Development, Portfolio Management, Trading, Client Service, Investment Strategies, Risk Management, Credit Analysis, Securities, Credit Risk, Fixed Income Products, Asset Managment
Education
Union Graduate College 1994 — 1996
Masters in Business Administration
Union College 1989 — 1993
BA
Gannett Welsh & Kotler 1994 - 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
BA, Economics
Wellington Management August 2010 - Present
Gannett Welsh & Kotler May 2000 - August 2010
Fidelity Investments 1998 - 2000
Skills
Alternative Investments, Business Analysis, Derivatives, Equities, Investment Management, Mutual Funds, Salesforce.com, Securities
Education
Old Dominion University
Bachelor of Arts (B.A.)
Keane Financial December 2014 - Present
UPRR Securities, LLC November 2011 - December 2014
General Electric June 2009 - January 2010
Gannett Welsh & Kotler December 2007 - September 2008
Skills
Series 7 License, Series 66 License, FINRA, Series 7, Asset Management, Fixed Income, Equities, Microsoft Excel, Management, Leadership, Customer Service, Investments, Financial Services
Education
Northeastern University 2006 — 2011
Finance and Entrepreneurship, Business
C.W. Henderson & Associates June 2010 - Present
Gannett Welsh & Kotler November 2005 - June 2008
Skills
Bonds, Securities, Fixed Income, Municipalities
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance
Boston College 1999 — 2003
BA, Economics
The Blake School
Canaccord Genuity Inc. August 2014 - Present
GW&K Investment Management September 2008 - August 2014
G51 Capital September 2012 - May 2013
Gannett Welsh & Kotler November 2007 - September 2008
Brown Brothers Harriman July 2005 - July 2007
Morgan Stanley June 2004 - August 2004
Skills
Candidate for CFA...
Education
Boston College - Carroll School of Management
Master of Business Administration (MBA)
Babson College 2001 — 2005
Bachelor of Science, Business Management