Income Research & Management
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Income Research & Management Employees
Jennison Associates LLC June 2013 - Present
Income Research & Management June 2010 - May 2013
Fillmore Center August 2008 - May 2010
Crossroads Trading Company December 2006 - September 2008
The Fillmore Center December 2007 - August 2008
Skills
Investments, Fixed Income, Asset Managment, Investment Management, Bloomberg, Asset Management, Portfolio Management, Financial Analysis
Education
San Francisco State University 2002 — 2007
Journalism
x October 2011 - Present
Income Research & Management March 2000 - October 2011
State Street Research & Management January 1994 - March 2000
Morningside North America May 1992 - September 1992
S.G. Philllips Constructors, INC. December 1988 - January 1992
Turner Construction Company August 1986 - December 1988
Skills
Asset Management
Education
Princeton University 1982 — 1986
Bachelor of Science (BS), Engineering
Massachusetts Institute of Technology 1992 — 1993
Master of Science (MS), Real Estate
Boston College 1994 — 1996
Master of Science (MS), Finance
CIBC World Markets June 2013 - Present
Student Alumni Association April 2012 - April 2013
Income Research & Management June 2012 - August 2012
RSi September 2011 - May 2012
Leigh Baldwin & Co., LLC December 2011 - January 2012
Skills
Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Financial Analysis, Data Analysis, Microsoft Office, Social Media, Portfolio Management, Analytics, Business Analysis, Forecasting, Process Improvement, Databases, Business Analytics, Customer Service, Equities, Equities Technology, PowerPoint, Microsoft Excel, Microsoft Word
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Income Research & Management April 2006 - Present
PanAgora Asset Management October 1987 - June 2002
Education
Northeastern University 1982 — 1987
Bachelor of Science (BS), Finance, General
CDM Smith April 2015 - Present
NESN March 2015 - April 2015
Income Research + Management November 2014 - February 2015
Allied Integrated Marketing August 2014 - October 2014
EF Education First May 2013 - August 2014
Lycos, Inc. November 2011 - May 2013
EventTemps September 2008 - February 2012
Chili's January 2006 - January 2012
Roger Williams University - Gabelli School of Business August 2009 - May 2010
Roger Williams University - Department of Modern Languages, Philosophy & Classics August 2006 - July 2009
Skills
Accounting, Auditing, PowerPoint, Microsoft Word, Payroll, Microsoft Office, Microsoft Excel, Accounts Payable, General Ledger, Invoicing, Leadership, Lotus Notes, Accounts Receivable, ADP, Budgets, ADP Payroll, Access, Papervision, Quicken, Membrane, Training, Management, Cash Management, Research, Account Reconciliation, Financial Analysis, Time Management, Forecasting, Financial Reporting, Financial Accounting, Cash Flow, CODA Financials, Basware, Sage FAS, SharePoint, Great Plains Software, Microsoft Dynamics, FRx, Salesforce.com, Fixed Assets, Real Estate Accounting
Education
Roger Williams University 2006 — 2010
Bachelor of Science, Accounting and German
Worcester Academy
Worcester Academy
Income Research & Management September 2011 - Present
Ernst & Young July 2008 - August 2011
Skills
Fixed Income, Financial Analysis, Banks, REITs
Education
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Finance
Income Research & Management November 2008 - Present
Skills
Onboarding, Performance Management, Recruiting, Human Resources, Personnel Management, Training, Leadership Development
Education
William James College 2014 — 2015
Master’s Degree, Organizational Psychology
Roger Williams University 2004 — 2008
BA, Communications Minors: Business Management, Spanish
Income Research & Management May 2013 - Present
Advent Capital Management January 2008 - January 2013
Advent Capital Management February 2007 - January 2008
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Bloomberg, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Equity Research, Investor Relations
Education
College of the Holy Cross 2002 — 2006
B.A., Sociology
Income Research + Management April 2015 - Present
St. Sebastian's School September 2014 - April 2015
PitchBook Data, Inc. August 2013 - July 2014
Northern Lights Capital Group October 2011 - March 2013
Natixis Global Associates June 2010 - August 2010
Education
Harvard University 2007 — 2011
Sociology
Noble and Greenough School 2003 — 2007
Income Research & Management December 2012 - Present
Knight Equity Markets January 2009 - August 2011
Knight Equity Markets January 2010 - December 2010
Skills
Series 7, Equities, Trading, Options, Series 63, Equity Trading, Corporate Actions, Fixed Income, Bonds, Bloomberg, Equity Derivatives, Asset Allocation, Market Making, FINRA, Securities, Finance, Portfolio Management, ETFs, Hedge Funds, Trading Systems
Education
University of New Hampshire 2004 — 2008
Bachelor of Science (B.S.), Sociology
Manasquan High School 2000 — 2004
Income Research & Management March 2014 - Present
Liberty Mutual Group Asset Management Inc. May 2012 - March 2014
Liberty Mutual Group June 2011 - May 2012
Northeastern University Department of Residential Life December 2008 - May 2011
Liberty Mutual July 2010 - December 2010
Bank of New York Mellon July 2009 - December 2009
Goldman Sachs July 2008 - December 2008
Skills
Excel, Outlook, PowerPoint, Access, Word, Bloomberg, Microsoft Office, Visio, Financial Analysis, Analysis, Lotus Notes, Insurance
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Management Information Systems, Finance and Insurance
Peddie School 2002 — 2006
University of Cambridge 2005 — 2005
Philosophy
Income Research + Management November 2014 - Present
State Street 2012 - 2014
State Street 2011 - 2013
J.P. Morgan 2008 - 2011
New York Life Insurance Company 2006 - 2007
Skills
Financial Services, Business Development, Risk Management, Financial Reporting, Team Management, Client Onboarding, Technology Adoption, Outsourcing, Sales
Education
Northeastern University 2010 — 2013
Master of Business Administration (M.B.A.)
Northeastern University 2001 — 2005
Bachelor of Science in Business Administration (B.S.B.A)
Income Research + Management November 2014 - Present
Natixis Global Asset Management July 2012 - November 2014
Sankaty Advisors August 2009 - May 2012
Sankaty Advisors January 2008 - August 2009
Sankaty Advisors April 2007 - January 2008
Sankaty Advisors December 2005 - April 2007
State Street June 2004 - December 2005
Skills
Bloomberg, Mutual Funds, Equities, Microsoft Office, Fixed Income, Hedge Funds
Education
Suffolk University - Sawyer Business School 2006 — 2008
Masters, Finance
Fairfield University 2000 — 2004
BA, Economics, International Studies
Income Research + Management August 2014 - Present
The Ayco Company, L.P. June 2013 - August 2014
The Ayco Company, L.P. June 2012 - June 2013
The Ayco Company, L.P. June 2010 - January 2012
Skills
Financial Analysis, Investments, Bloomberg, Equities, Portfolio Management, Finance, Fixed Income, Currency, FX trading, Bloomberg Terminal, ETFs, Hedge Funds, Asset Allocation, Securities
Education
Siena College 2009 — 2013
Bachelor of Science (B.S.), Finance
Universidad de Alicante 2011 — 2012
2015 Level II Candidate in the CFA Program
Ballston Spa
Income Research + Management December 2014 - Present
State Street Bank October 2013 - December 2014
21 Lacrosse September 2013 - January 2014
Roanoke College September 2012 - May 2013
Lee Heiler CPA & Associates July 2012 - August 2012
Atlantic Credit & Finance Inc. September 2011 - December 2011
Skills
Bloomberg Terminal, Wall Street Office, Debt & Equity Financing, Financial Analysis, Investments, Corporate Finance, Management, Microsoft Excel, Public Speaking, Mutual Funds, Investment Management, Financial Accounting, Microsoft Access, Presentation Development, Accounting, Leadership
Education
Roanoke College 2009 — 2013
Bachelor of Business Administration, Finance
Holderness School 2006 — 2009
Waterville Valley Academy 2004 — 2007
Scituate Highschool 2006 — 2008
John Hancock Financial Services April 2015 - Present
New York Life Investment Management January 2013 - April 2015
New York Life Investment Management December 2010 - January 2013
Income Research & Management May 2008 - August 2008
Skills
Mutual Funds, Asset Managment, Fixed Income, Asset Allocation, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Series 63, Series 6, 401k, Securities, Investment Strategies, Hedge Funds, Alternative Investments, Investment Advisory, Investment Management, ETFs, Uniform Combined State...
Education
University of Massachusetts Dartmouth 2005 — 2010
Bachelor of Science (B.S.), Finance
Income Research + Management June 2009 - Present
State Street Global Markets October 1993 - May 2009
Skills
Fixed Income, Bloomberg, Asset Managment, Hedge Funds, Equities, Investments, Asset Management, Bonds, Trading Systems, Electronic Trading, FX Options, Derivatives, Asset Allocation, Investment Management, Trading, Alternative Investments, Mutual Funds, Securities, Investment Strategies, Capital Markets, Series 63, VBA, Equity Trading, Programming, Portfolio Management
Education
Providence College 1988 — 1992
BS, Business Administration/Business Law
State Street June 2013 - Present
Income Research & Management May 2012 - August 2012
Wainwright Investment Counsel May 2011 - August 2011
Massachusetts Clean Energy Center May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Research, Bloomberg, Financial Analysis, Management, Moxy, Salesforce.com, Advent, SEI CMM, Customer Service, Financial Reporting, Trade Finance, Client Development, Microsoft Word, Microsoft Office
Education
Siena College 2009 — 2013
B.S, 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
NPR 2009 - Present
National Public Radio 2009 - 2012
Adviser Investments 2007 - 2009
Income Research & Management 2006 - 2007
Tufts University 1994 - 2006
Patterson Capital 1989 - 1994
Skills
Investments, Risk Management, Non-profits, Process Improvement, Operations Management, Asset Managment, Treasury, Asset Allocation, Investment Management, Strategic Financial..., Valuation, Mutual Funds, Debt, Insurance, Asset Management, Compliance, Nonprofits, Financial Services, Equities, Financial Risk, Management, Fixed Income, Due Diligence, Mergers & Acquisitions, Financial Modeling
Education
The Johns Hopkins University 1982 — 1986
BA
University of California, Los Angeles
MA
Income Research + Management January 2011 - Present
Crowninshield Financial Research, LLC May 2009 - June 2010
Babson College Fund May 2008 - May 2009
Boston Scientific May 2008 - August 2008
Boston Scientific September 2006 - January 2008
Boston Scientific January 2001 - August 2006
Boston Scientific June 2000 - December 2000
Skills
Credit Research, Analysis, Investments, Portfolio Management, Fixed Income, Capital Markets, Finance, Securities, Bonds
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2009
MBA, Finance
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MS, Management
University of Minnesota-Twin Cities 1995 — 2000
BS, Mechanical Engineering
Income Research + Management December 2014 - Present
Income Research & Management June 2013 - Present
INVESTMENT CLUB, Amherst College January 2011 - Present
WH Trading June 2012 - August 2012
WUESTENFELD & COREY April 2010 - August 2010
Skills
Economics, Valuation, Corporate Finance, Investments, Trading, Options, Econometrics, Research, Spanish, Macroeconomics, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft SQL Server, PowerPivot
Education
Amherst College 2009 — 2013
B.A, Mathematics, Economics
LONDON SCHOOL OF ECONOMICS 2011 — 2011
SOUTH ANCHORAGE HIGH SCHOOL 2003 — 2007
Income Research + Management May 2013 - Present
Income Research & Management October 2008 - May 2013
Putnam Investments August 1998 - May 2008
Skills
Microsoft Excel, SQL, VBA, Business Analysis, Access, Financial Reporting, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Outlook, Research, Fixed Income, Fixed Income Analysis, Bloomberg, Account Reconciliation, Investment Management, Marketing Strategy, Negotiation, Financial Analysis, Financial Modeling, Bonds, Asset Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Thermo Fisher Scientific June 2015 - Present
Thermo Fisher Scientific July 2013 - Present
EMD Serono, Inc. April 2012 - May 2013
Michael Page International April 2011 - August 2011
Income Research & Management September 2009 - August 2010
State Street Global Advisors April 2005 - November 2008
State Street Global Advisors April 2001 - March 2005
Putnam Investments August 2000 - March 2001
Skills
Bloomberg, Fixed Income, Financial Services, Investments, Research, Life Sciences, Healthcare Industry, Team Leadership, Market Research, Lifesciences, Portfolio Management, CRM, Financial Modeling, Entrepreneurship, Derivatives, Data Analysis, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Healthcare and Life Sciences
Tufts University 1994 — 1998
BS, Biology
Harvard University
Finance
Income Research & Management November 2011 - Present
Lenox Hotel, Back Bay June 2010 - July 2011
St. Regis Hotel June 2007 - September 2007
Skills
Microsoft Excel, Outlook, Microsoft Office
Education
Northeastern University 2006 — 2011
Bachelor of Science, Business Management
Santa Margarita Catholic High School
Income Research & Management June 2013 - Present
Sovereign Bank September 2011 - June 2013
State Street Bank August 2007 - October 2011
Skills
Fixed Income, Securities, Trading
Education
University of Massachusetts Boston
Grad Student
Fitchburg State University
Bachelor's, Business Management
Income Research + Management January 2011 - Present
DF Wireless January 2009 - August 2011
Skills
Windows 7, XP, Office 2010, Windows Server 2003, Windows Server 2008 R2, Altiris Deployment..., GFI Vipre Buiness, SolarWinds, SharePoint, Hyper-V, Active Directory..., Lync Server 2010, ODBC, SQL Management Studio, 2008 R2, Windows XP
Education
Bunker Hill Community College 2008 — 2014
Information Technology Security
Cambridge College 2010 — 2011
Information Technology, 3.86
Florida International University 2006 — 2008
Business, Management, Marketing, and Related Support Services
Income Research & Management June 2013 - Present
John Hancock Investment Management Services, LLC October 2011 - May 2013
MassMutual Financial Group May 2010 - September 2011
Morgan Stanley Smith Barney January 2009 - April 2010
Eaton Vance November 2008 - December 2008
Lazard Asset Management October 2007 - November 2008
UBS Wealth Management May 2006 - August 2006
Wachovia Securities February 2002 - August 2003
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Bloomberg, Barclays Point, Microsoft Excel, PowerPoint, Fixed Income, Securities, Asset Managment, Morningstar, Zephyr Style Advisor
Education
Hofstra University 2003 — 2007
BBA, Finance
Wild Idea Buffalo Co. June 2011 - Present
Union Boat Club January 2011 - Present
Income Research & Management June 2009 - February 2011
LongVue LLC October 2008 - April 2009
Skills
Marketing, Social Media, Research, Event Planning, Public Speaking, Marketing Strategy, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Data Analysis, Editing, Financial Analysis, Facebook, Microsoft Word, Blogging, Bloomberg, Customer Service
Education
Trinity College-Hartford 2002 — 2006
Philosophy
St. Andrews School 1998 — 2002
Income Research & Management February 2007 - Present
McKinley Capital Management 2005 - 2006
State Street Research 2003 - 2004
Putnam Investments 2001 - 2003
JP Morgan 1996 - 2001
Phoenix Life Insurance Company 1993 - 1995
Skills
Fixed Income, Asset Managment
Education
The American International University in London 1999 — 2000
MBA
University of Maine 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Tilburg University 1990 — 1991
Income Research & Management 2013 - Present
The Bulfinch Group October 2009 - June 2013
Citadel Broadcasting, WOKQ August 2007 - January 2008
Education
University of New Hampshire 2005 — 2009
Bachelor of Arts
UTC Aerospace Systems August 2015 - Present
UTC Aerospace Systems April 2015 - Present
UTC Aerospace Systems August 2013 - August 2015
UTC Aerospace Systems March 2012 - August 2013
Buttonwood Mementos October 2011 - December 2011
Domestic/World Travel March 2011 - August 2011
Income Research & Management June 2009 - February 2011
Smith Barney January 2009 - May 2009
Wheaton College August 2008 - December 2008
Wheaton College August 2007 - December 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Customer Service, Analysis, Microsoft Word, Finance, Data Analysis, ACE, Continuous Improvement, Continuous Process..., Project Management, Project Planning, Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (MBA)
Wheaton College (MA) 2005 — 2009
BA, Economics, Management
Income Research + Management April 2015 - Present
Manulife Asset Management June 2011 - March 2015
Columbia Management (formerly RiverSource Investments) April 2006 - July 2011
Babson Capital Management April 2004 - March 2006
Independence Investments LLC 2002 - 2004
Skills
Portfolio Management, Fixed Income, Investments, Strategy, Equities, Competitive Analysis, Business Development, Investment Strategies, Product Management, New Business Development, Sales, Asset Allocation, Mutual Funds, Asset Management
Education
Middlebury College 1996 — 2000
BA
Schroders June 2013 - Present
Income Research & Management December 2012 - June 2013
Income Research & Management October 2010 - December 2012
Income Research & Management June 2009 - September 2010
Natixis Global Associates November 2008 - June 2009
Canaccord Adams October 2007 - October 2008
Brown Brothers Harriman January 2007 - October 2007
Skills
Fixed Income, Relationship Management, Investment Management, Investments, Asset Management, Series 7, Financial Markets, Bonds, Series 63, Equities, Emerging Markets, Investor Relations, Client Services
Education
Boston University 2003 — 2007
Bachelor of Science, Communication (Advertising)
Income Research + Management August 2014 - Present
Skills
Investments, Finance, Fixed Income Analysis, Market Research, Bloomberg, Bond Markets, Credit Analysis, Credit Risk, Portfolio Analysis, Bond Analysis, Asset Allocation, Asset Management, Microsoft Office, Microsoft Excel, Management
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
Dedham High School 2004 — 2008
High School Diploma
vcfo May 2015 - Present
Independent Financial Consultant August 2012 - April 2015
Income Research & Management June 2008 - October 2011
iCache Inc March 2007 - May 2008
Fidelity January 2006 - March 2007
Fidelity Investments August 2004 - February 2006
Fidelity Investments November 2001 - August 2004
Liberty Financial Companies August 2000 - November 2001
Stone & Webster June 1995 - July 2000
Skills
Auditing, Internal Controls, Internal Audit, Financial Analysis, Risk Management, Accounting, Financial Modeling, Financial Services, Due Diligence, AML, Financial Reporting, Financial Statements, CPA, Management, Managerial Finance, Securities, Finance, Project Management, Mergers, Account Reconciliation, Analysis, Mutual Funds, Accounts Payable, Financial Risk, Asset Managment, Business Process..., Forecasting, Tax, Strategic Planning, Start-ups, Derivatives, Valuation, Revenue Recognition, Bloomberg, Budgets, Investments, Portfolio Management, Management Consulting, Mergers & Acquisitions, Corporate Finance, Cash Management, Fixed Income, Asset Management, Equities, Leadership, Cost Accounting, Investment Management, Capital Markets, Alternative Investments, Bonds
Education
Boston College 1998 — 2001
MBA
Bentley University 1991 — 1995
B.S., Accountancy
Income Research + Management June 2015 - Present
Moderna Therapeutics November 2013 - June 2015
Financial Foundations, Inc May 2013 - November 2013
Shapiro and Morley, LLP September 2011 - September 2012
Skills
Microsoft Excel, Microsoft Office, Communication, Leadership, Social Media, Organization, Administrative..., Time Management, Calendar Management, Travel Coordination, Social Networking
Education
Plymouth State University 2006 — 2010
Bachelor of Arts (B.A.), Psychology
4086 Advisors July 2014 - Present
Income Research & Management January 2013 - June 2014
Income Research & Management June 2010 - January 2013
Kelley School of Business August 2008 - July 2010
State Street Global Advisors June 2009 - August 2009
State Street October 2006 - July 2008
State Street May 2005 - October 2006
Skills
Equities, Fixed Income, Mutual Funds, Investments, Bloomberg, Management, Finance, Investment Management, Securities, Alternative Investments, Analysis, Strategy, Financial Services, Due Diligence, Corporate Finance
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA
Boston College 2001 — 2005
BS, Finance, Marketing
Income Research & Management February 2013 - Present
Income Research & Management May 2010 - Present
Skills
Bloomberg, Investment Management
Education
University of Massachusetts Boston 2008 — 2011
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 2001 — 2005
Bachelor's degree
Income Research + Management December 2014 - Present
Income Research + Management December 2013 - December 2014
Income Research + Management January 2012 - December 2013
BNY Mellon June 2011 - January 2012
The Bank of New York Mellon December 2009 - June 2011
Bank of New York Mellon May 2008 - September 2008
Skills
Fixed Income, Asset Allocation, Investment Management, Financial Modeling, Securities, Financial Analysis, Wealth Management, Bonds, Capital Markets, Portfolio Management, Stunts, Portable Alpha, Juggling, Wrestling, Alpha Generation, Botany, Analysis, Crushing, Knitting, Sleep Training, Investment Strategies, Economics, Beta Management, Bikram Yoga, Trading Strategies, Basketry, Knitwear, Bloomberg, Investments, Hobby Farms, Mineral Rights, Doing More with Less, Handmade Jewelry
Education
Babson College 2005 — 2009
Bachelor of Science (BS), Computational and Mathematical Finance
Income Research + Management January 2015 - Present
Income Research & Management December 2012 - December 2014
Hewlett-Packard July 2010 - September 2011
San Jose Sharks June 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook
Education
Princeton University 2008 — 2012
Bachelor of Arts (BA), Economics
Income Research & Management January 2011 - Present
Morgan Stanley Smith Barney May 2008 - January 2011
Bear Stearns & Co June 2007 - May 2008
Brown Brothers Harriman August 2005 - June 2007
Education
Northeastern University 2000 — 2005
BSBA, Finance
Income Research + Management July 2008 - Present
Commonwealth of Massachusetts Office of the Inspector General October 2003 - June 2008
Northeastern University 2002 - 2003
Skills
SEC compliance, Audit, Fraud Investigations, Internal Audit, Investment Advisory, Registered Investment..., Securities Law, SEC, Securities Regulation, Fixed Income, Bloomberg, Auditing, Fraud, Mutual Funds, AML, Securities, Investment Management, Series 7, Asset Management, Hedge Funds, Equities, Financial Services, Bonds, Investments, Financial Risk, Investment Strategies, Risk Management, Due Diligence, Corporate Governance, Certified Fraud Examiner, Internal Investigations, Finance, Enterprise Risk..., Risk Assessment, Analysis, Alternative Investments, Financial Regulation, Operational Risk, Forensic Analysis, Quantitative Analytics
Education
Northeastern University 2002 — 2003
Master of Science, Criminal Justice, Statistics
Northeastern University 1999 — 2002
BS, Criminal Justice
East Catholic High
Income Research + Management January 2015 - Present
Income Research + Management March 2014 - January 2015
Buffalo Lodging Associates, LLC. January 2013 - March 2014
Buffalo Lodging Associates, LLC. January 2012 - January 2013
Hampton Inn March 2009 - January 2012
Skills
Sales, Marketing Communications, eCommerce, Best Practices, Time Management, Organizational..., OnQ, OnQ R&I, SalesPro, OnQ RMS, Front Office, Hands-on Training, Team-oriented, Hospitality Management, Event Planning, Revenue Analysis, Hospitality Industry, Hospitality, Lodging, Yield Management, Hotels, Rooms Division, Hotel Management, Forecasting, Management
Education
Middlesex County College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Hotel, Restaurant & Institution Management
Lacey Township High School
The Rockland Trust Company August 2004 - Present
Income Research & Management February 1994 - July 2004
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance & Entrepreneurship
Florida State University - College of Business 1987 — 1991
BS, Finance
Florida State University 1987 — 1991
BA, Finance
Income Research + Management October 2015 - Present
John Hancock Financial Services July 2013 - Present
Hughey Center for Financial Services May 2012 - June 2013
University Intramural Staff September 2010 - April 2013
Ironwood Capital January 2012 - August 2012
Griffin Bolt LLC May 2011 - September 2011
Skills
Investments, Bloomberg, Valuation, Fixed Income, Equities, Portfolio Management, Private Equity, Finance, Asset Management, Analysis, Mutual Funds, Trading, Accounting, Financial Modeling
Education
Bentley University 2009 — 2013
Economics and Finance
Sanford C. Bernstein June 2014 - Present
Bain Capital - Sankaty Advisors June 2013 - August 2013
Income Research & Management June 2012 - August 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Credit Analysis, Credit, Distressed Debt, High Yield Bonds, Leveraged Lending, Fixed Income, Valuation, Capital IQ, Bloomberg, Economics
Education
Amherst College 2010 — 2014
Bachelor's degree, Political Science
PIMCO May 2012 - Present
Income Research & Management September 2008 - May 2012
State Street Corporation March 2007 - September 2008
Investors Bank & Trust August 2006 - March 2007
Skills
Derivatives, Fixed Income, Financial Services, Management, Portfolio Management, Settlement, Trading, Marketing, Investments
Education
Trinity University 2002 — 2006
BA, Economics
Income Research + Management September 2015 - Present
Hartford Investment Management June 2014 - August 2015
Hartford Investment Management April 2013 - June 2014
T. Rowe Price June 2011 - April 2013
Russell Investments March 2009 - May 2011
Pacific Lutheran University January 2009 - May 2011
Skills
Fixed Income, Portfolio Management, Equities, Bloomberg, Risk Management, Investments, Access, Microsoft Excel, Asset Allocation, Mutual Funds, Securities, Econometrics, Financial Modeling, Asset Management, Economics, Investment Management, Statistics, Financial Services, Financial Analysis, Research, Leadership, Investment Strategies
Education
Pacific Lutheran University 2007 — 2011
B.S., B.A., Financial Mathematics, Mathematical Economics, Minor: Statistics
Mountain View High School
Liberty Mutual Insurance July 2014 - Present
Boston Advisors September 2013 - December 2013
Income Research & Management July 2011 - May 2013
State Street Global Advisors December 2009 - July 2011
State Street Securities Finance June 2008 - December 2009
State Street Global Advisors June 2007 - January 2008
Skills
Bloomberg Terminal, Excel - VBA, Access, Fixed Income, Microsoft Excel, VBA, Bloomberg, Financial Reporting, ABS, Analysis, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Management, Portfolio Management, Securities, Settlement, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance Concentration, Magna Cum Laude
Saint Anselm College 2004 — 2008
BA, Business
Income Research + Management December 2014 - Present
Income Research & Management May 2008 - December 2014
Income Research & Management January 2007 - May 2008
State Street Corporation July 2005 - January 2007
State Farm Insurance Companies September 2003 - July 2005
Validea, Inc May 1998 - September 2002
Skills
Bloomberg, Securities, Data Analysis, Microsoft Excel, PowerPoint, Customer Service, Research, Settlement, Microsoft Word, SQL, Microsoft Money, Data Warehousing, Investments, Fixed Income, Asset Managment, Bonds
Education
Robert Morris University 1996 — 2000
BSBA, Business, Management, Marketing, and Related Support Services
Robert Morris University 1996 — 2000
Bachelors, Science and Business Administration; Business Management
Millennial Media January 2015 - Present
Pegasystems April 2014 - January 2015
The Center for Effective Philanthropy December 2010 - August 2013
Income Research & Management January 2009 - December 2010
Cambridge Place Investment Management January 2006 - January 2009
Alabama Productivity Center 2004 - 2006
Infosys August 2003 - August 2004
Indian Space Research Organization August 2003 - December 2003
Skills
SQL, Quantitative Analytics, Project Management, Data Analysis, SDLC, Business Analysis, Databases, Microsoft Excel, Fixed Income, Java, Data Warehousing, .NET, Data Modeling, Sybase, Trading Systems, Derivatives, Statistics, Bloomberg, Requirements Gathering, Microsoft SQL Server, Perl, Visual Basic, T-SQL, Software Project..., ETL, Strategy, SSIS, Data Mining, Requirements Analysis, Product Manager, Marketing Strategy, IT Strategy, Agile Methodologies, Agile Project Management, IT Business Strategy, User Experience Design, Facilitation, Product Management
Education
Boston University Questrom School of Business 2012 — 2015
Master's Degree, Entrepreneurship
University of Alabama 2003 — 2005
Masters in Computer Science
Visvesvaraya Technological University 1999 — 2003
Bachelors in Computer Science
Income Research + Management November 2014 - Present
Standish Mellon Asset Management March 2014 - November 2014
BNY Mellon August 2011 - March 2014
Akamai Technologies June 2010 - August 2011
Tonneson + Co June 2009 - August 2009
Skills
Financial Reporting, Financial Analysis, Accounting, Microsoft Excel, Access, Outlook, Auditing, PowerPoint, Strategic Financial..., Forecasting, Financial Statements, Financial Modeling, Microsoft Office, Account Management, GAAP, Accounts Receivable, Financial Accounting, Revenue Recognition, General Ledger, DTC, Finance, Broker-Dealer, Investment Management, Fixed Assets, Invoicing, Account Reconciliation, Tax, Fixed Income, Analysis
Education
Assumption College 2006 — 2010
Bachelor's, Accounting
State Street Global Advisors September 2013 - Present
Income Research & Management August 2012 - September 2013
State Street Bank March 2010 - August 2012
State Street Bank May 2007 - March 2010
Skills
Fixed Income, Equities, Financial Analysis, Relationship Management, Asset Management, Finance, Sales Process, Microsoft Office, Cash, Multi Tasking, Asset Managment, Basketball, Analysis, Mutual Funds, Cash Flow, Money, Client Services, Cash Handling Experience, Series 7, Hold Series 7, Series 63, Bloomberg, Investments, Financial Services
Education
Boston College, Carroll School of Management 2011 — 2015
MSF, Finance
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Certificate in Understanding and Solving Complex Business Problems, Executive Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Organizational Behavior
Wentworth Institute of Technology / Simmons College 2001 — 2006
Dual Degrees: Bachelor of Science; Bachelor of Art, Environmental Engineering; Sociology
The Minuteman Tech 1997 — 2001
Environmental Science
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
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities May 2012 - August 2012
Income Research & Management July 2008 - July 2011
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
Williams College 2004 — 2008
2008, Economics, History
Deerfield Academy 2003 — 2004
2004
Income Research + Management December 2014 - Present
Hughes Hubbard & Reed LLP April 2013 - September 2014
Gregory J. Cannata & Associates August 2012 - April 2013
Skills
Spanish, Legal Research, Editing, PowerPoint, Legal Writing, Westlaw, Photoshop, Microsoft Excel, Microsoft Word, Research, Lexis, Public Speaking, Civil Litigation, Illustrator, Teaching English as a..., Outlook, Social Media, Microsoft Office, Word, Excel, LexisNexis, Therapeutic Listening, Turtle
Education
Bucknell University 2008 — 2012
BA
University of Granada, Spain 2011 — 2011
Spanish
Hingham High School 2004 — 2008
Cutter Associates February 2014 - Present
Income Research & Management July 2008 - October 2013
Bank of America November 2004 - July 2008
John Hancock Advisers 1999 - 2004
Fidelity Investments 1997 - 1999
Skills
Asset Managment, Auditing, Financial Analysis, Equities, Mutual Funds, Investments, Asset Management, Bloomberg, Portfolio Management, Fixed Income, Securities, Investment Management, Capital Markets, Valuation, Management, Wealth Management, Series 7, Derivatives, Bonds, Asset Allocation, Trading, Financial Modeling, Alternative Investments, Financial Services, Investment Strategies
Education
Bentley University 1994 — 1997
Finance, General
Time Inc. July 2015 - Present
Time Inc. November 2013 - July 2015
Time Inc. January 2013 - October 2013
UBS Investment Bank August 2011 - December 2012
Income Research & Management May 2011 - August 2011
Rolls-Royce May 2010 - August 2010
Rolls-Royce Crosspointe May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Leadership, Equity Research, Equities, Management, Microsoft Excel, Capital Markets, Finance, Program Management, Analysis, General Ledger, PowerPoint, Portfolio Management, Product Management, Fixed Income
Education
Coastal Carolina University 2007 — 2011
Bachelor of Science in Business Administration, Finance, Mathematics, 3.953
Coastal Carolina University 2007 — 2011
Income Research + Management April 2015 - Present
F-Squared Investments November 2013 - March 2015
EMI Strategic Marketing December 2011 - February 2013
State Street Global Advisors June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Chipotle Mexican Grill February 2010 - May 2011
Skills
Creative Writing, Analysis, Analytics, Reading Comprehension, Marketing, Social Media, Marketing Strategy, Market Research, Digital Marketing, Email Marketing, Social Media Marketing, Strategy, Competitive Analysis, Direct Marketing, Business Strategy, Microsoft Office, Integrated Marketing, Financial Analysis, Account Management
Education
Salisbury University 2009 — 2013
Bachelor of Arts (B.A.), Marketing and Communications, Senior
Hopkinton High School 2005 — 2009
Charles River Development 2007 - Present
Income Research & Management 2007 - 2007
Wellington Management 2004 - 2006
Putnam Investments 2000 - 2003
Skills
Fixed Income, Bloomberg, Trading Systems, Equities, Trading, Equity Research, Portfolio Management, Market Data, Derivatives, Electronic Trading, FX Options, Agile Methodologies, Options, Hedge Funds, Order Management, Financial Services, Equity Trading, Financial Markets, Back Office, Equity Derivatives, Credit Derivatives, Reference Data, Quantitative Finance, Interest Rate..., Middle Office, Investment Management, Quantitative Analytics
Education
Boston University Questrom School of Business 2005 — 2006
MS, Investment Management
Massachusetts Institute of Technology 1996 — 2000
BS, Chemical Engineering
Income Research & Management 2008 - Present
Mass. NOW November 2008 - April 2009
Boston Area Rape Crisis Center October 2003 - December 2007
Deutsche Asset Management August 2001 - March 2007
Education
University of Massachusetts Boston 2008 — 2009
Graduate Certificate, Program for Women in Politics and Public Policy
Bryn Mawr College 1996 — 2000
BA, Chemistry
Income Research + Management August 2014 - Present
Wellington Management Company, LLP December 2010 - August 2014
Wellington Management Company, LLP October 2007 - November 2010
Wellington Management June 2006 - July 2007
TicketBean Inc. September 2005 - December 2005
G.R. Health Aids Pvt. Ltd. May 2004 - August 2005
Morgan Stanley May 2003 - July 2003
Skills
Bloomberg, Financial Modeling, Financial Analysis, Factset, Equity Research, Private Company..., Portfolio Management, Asset Management, Equity Valuation, Equities, Investment Banking, Investment Management, Valuation, Securities, Asset Allocation, Capital Markets, Business Valuation, Hedge Funds, Fixed Income, Investments, Alternative Investments, Corporate Finance, Private Equity, Macro Analysis, Emerging Markets
Education
Northeastern University - Graduate School of Business Administration 2005 — 2007
Master of Business Administration (MBA), Investments, GPA: 3.9
Annamalai University 2004 — 2005
Post Graduate Diploma in Foreign Trade, International Trade, Fiscal and Monetary Policies, Currency
University of Delhi 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Income Research & Management February 2000 - Present
Income Research & Management 2000 - Present
Invesco Ltd. 1985 - December 2000
INVESCO 1985 - 2000
Skills
Fixed Income, Bloomberg, Asset Allocation, Asset Managment, Equities, Investments, Fixed Income Analysis, Financial Modeling, Financial Analysis, Securities
Education
Boston University - School of Management 1978 — 1981
Master of Business Administration (MBA), Finance, General
Tufts University 1974 — 1981
Bachelor of Arts (B.A.), Economics
Income Research & Management September 2010 - Present
GMO September 2009 - August 2010
Harvard Management Company March 1997 - June 2009
ISS Corporation 1996 - 1997
Fidelity Investments 1994 - 1995
Geary Corporation 1989 - 1994
Skills
Customer Service, Business Analysis, Database Design, Software Development, Integration, Databases, SQL, Management, Data Analysis, Access, Fixed Income, Project Management, Microsoft SQL Server, Data Warehousing, XML, SDLC, Trading Systems, Business Intelligence, Equities, Hedge Funds, Analysis, Agile Methodologies, Sybase, Unix, Investment Management, Requirements Gathering, Data Modeling, VBA, Enterprise Architecture, Bloomberg, Analytics, Capital Markets, Visio, Leadership, Trading, Asset Management, ETL, Financial Services, IT Management, SharePoint, Portfolio Management, Software Project..., Securities, Outsourcing, Java, Options, Derivatives, Alternative Investments, Market Data, Risk Management
Education
Bowdoin College
Choate Rosemary Hall
Union College
MS, Computer Science
University of Notre Dame
BS, Mathematics with Computer Science concentration
Wellington Management October 2012 - Present
Wellington Management June 2008 - October 2012
Income Research & Management September 2007 - May 2008
Income Research & Management August 2006 - September 2007
State Street September 2005 - August 2006
Skills
Fixed Income, Marketing, GIPS Compliance, Asset Managment, Investments, Mutual Funds, Bonds, Investment Management, Asset Management, Investment Strategies, Financial Services
Education
Boston University Questrom School of Business 2008 — 2009
MSIM, Investment Management
Bowdoin College 2000 — 2004
BA, Bioethics, Gender & Women's Studies
Income Research & Management January 2013 - Present
Income Research & Management January 2012 - December 2012
Income Research & Management January 2010 - December 2011
Income Research & Management January 2006 - December 2010
Income Research & Management August 2003 - December 2005
Education
Lehigh University 1998 — 2002
B.S., Finance
Lehigh University - College of Business and Economics 1998 — 2002
Bachelor of Science (BS), Finance, General
Income Research & Management 2005 - Present
Skills
Fixed Income, Business Analysis, Portia, Latent Zero, Sales Logix, Microsoft SQL Server, SharePoint, Test Planning, Project Management, User Acceptance Testing, Software Quality..., SDLC, PMO Development, Nintex, Agile & Waterfall..., Billing Systems, Workflow Management, Cadis
Education
Bates College 1998 — 2002
BA, Economics, Philosophy
MB Advisors 2013 - Present
Income Research & Management 2009 - 2012
Income Research & Management 2008 - 2009
MFS Investment Management 2005 - 2008
MFS Investment Management 2004 - 2005
Skills
Bloomberg, Relationship Management, Fixed Income, Equities, Alternative Investments, Financial Markets, Barclays Point, Markit Hub, SalesLogix, ClientLogix, FactSet, Consultant Relations, Due Diligence, Institutional Investing, Series 6, Series 63, Asset Allocation, Client Service Oriented, Financial Services, Hedge Funds, Investment Strategies, Client Services, Institutional..., Investments
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.), Economics
Income Research & Management July 2008 - Present
Income Research & Management June 2008 - Present
MFS Investment Management May 2006 - June 2008
Education
Cornell University 2001 — 2005
Pioneer Investments August 2013 - Present
Pioneer Investments August 2009 - August 2013
Babson College May 2008 - May 2009
Rocaton Investment Advisors October 2006 - May 2008
Income Research & Management January 2005 - July 2006
Eastern Bank 2002 - 2005
Skills
Bloomberg, Fixed Income, Investments, Equities, Asset Management, Factset, Institutional Investors, Alternative Investments, Asset Allocation, Financial Analysis, Finance, Institutional..., Mutual Funds, Portfolio Management, Series 7, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance
Babson College 1998 — 2002
Bachelor of Science (BS), Finance
Standard Life Investments September 2014 - Present
Income Research & Management April 2012 - September 2014
Eaton Vance 2010 - April 2012
Eaton Vance March 2010 - June 2011
Skandia Securities Americas, Inc. 2007 - 2010
Merrill Lynch September 2006 - December 2006
Skills
FINRA, Mutual Funds, AML, Series 7, Trading, Auditing, Due Diligence, Securities
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Suffolk University - Sawyer Business School 2014 — 2018
Master of Business Administration (MBA)
Sacred Heart University 2004 — 2008
Bachelor of Science (BS), Finance, and Marketing
FINRA Institute at Wharton
Certified Regulatory Compliance Professional (CRCP)
Income Research & Management April 2014 - Present
Financial Services February 2014 - April 2014
Knowledgent Group December 2011 - November 2013
Bank of America June 2009 - 2011
Centerline Partners 2008 - May 2009
Fidelity Investments 2005 - 2008
Bank of America September 2003 - March 2005
The Reference / Patni 2000 - 2003
Mellon Financial 1997 - 2000
Skills
SDLC, Banking, Portfolio Management, Hedge Funds, Business Analysis, Securities, Project Management, Financial Services, Vendor Management, Business Process, Requirements Gathering, Management Consulting, Business Requirements, PMO, Project Portfolio...
Education
New England School of Banking at Williams College 1996 — 1997
Boston College 1982 — 1986
BS
Boston University Questrom School of Business
MBA
FM HS
Income Research + Management June 2015 - Present
GMO October 2007 - June 2015
NEPC January 2001 - May 2007
Sanford C. Bernstein September 1998 - December 2000
University of Massachusetts Amherst June 1997 - June 1998
Skills
Asset Management, Alternative Investments, Fixed Income, Investment Management, Valuation, Financial Modeling, Asset Allocation, Investments, Portfolio Management, Capital Markets, Due Diligence, Risk Management, Analysis, Project Management, Management, Business Development, Strategic Planning
Education
Amherst College 1993 — 1997
Bachelors, Psychology
Income Research + Management June 2014 - Present
State Street December 2013 - June 2014
Loomis, Sayles & Company September 2008 - September 2013
Wellington Management August 2005 - September 2008
Robeco June 2004 - July 2005
Boston Partners Asset Management August 2001 - June 2004
Boston Partners Asset Management April 2001 - August 2001
Putnam Investments 1998 - 2001
Putnam Investments 1998 - 1999
Putnam Investments 1997 - 1998
Skills
Mutual Funds, Financial Services, Marketing Communications, Equities, Relationship Management, Marketing Strategy, Marketing, Cross-functional Team..., Leadership, Project Management, Product Marketing, Management, Process Improvement, Business Development, CRM, Investments, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2013
MBA
Boston College 1990 — 1994
BA
Winchester High School 1986 — 1990
Breckinridge Capital Advisors October 2010 - Present
Income Research & Management May 2009 - October 2010
Wellington Management November 2006 - April 2009
New York State Division of Budget 2004 - October 2006
Skills
Investments, Public Finance, Financial Statement..., Fixed Income Analysis, Corporate Bonds, Sustainability, Bonds, Fixed Income, Corporates, Equities, Financial Modeling, Asset Management, Credit Analysis, Analysis, Strategy, Economics, Finance, Portfolio Management, Investment Management, Bloomberg, Options
Education
University at Albany, SUNY 2004 — 2006
MBA
The University of Texas at Austin - The LBJ School of Public Affairs 2002 — 2004
MPA
University of Massachusetts Boston 2000 — 2002
BA
Moody's Training
Moodys Training
Income Research & Management January 2011 - December 2012
Income Research & Management July 2008 - January 2011
Western Asset March 2007 - June 2008
Education
Fairfield University 2002 — 2006
Lightkeeper LLC January 2015 - Present
Income Research & Management May 2007 - December 2014
Financial Architects Partners 2005 - 2007
Skills
Bloomberg, Fixed Income, Asset Allocation, Trading Systems, Equity Trading, Mutual Funds, Investment Management, SQL, Data Warehousing, Bonds, Securities, Asset Management, SDLC, SSIS, ETL, Requirements Gathering, T-SQL, AIX, Salesforce.com, Siebel, Business Intelligence, Asset Managment, Microsoft Excel, Stored Procedures, Business Requirements, Process Modeling, Data Modeling, Analytics, PowerPivot, Big Data, Bloomberg Data License, Barclays Point, Portia, Latent Zero, XML, TFS, Python, jQuery, CSS, .NET
Education
Bentley University 1997 — 2001
BS, Computer and Information Sciences, General
Middlesex University 2000 — 2000
Income Research & Management April 2012 - Present
Pioneer Investments October 2005 - April 2012
Columbia Management 2003 - 2005
Deutsche Bank 2002 - 2003
JP Morgan Chase 2000 - 2002
Skills
Investments, Mutual Funds, Fixed Income, Securities, Equities, Investment Compliance, Asset Management, Hedge Funds, Derivatives, Asset Managment, Trading Systems, Investment Management, Bloomberg, Options, Alternative Investments, Financial Services, Risk Management
Education
Bentley University
B.S., Management
Boston University - Metropolitan College
Level 2 Wine Studies, Wine, Passed with Merit
Society of Wine Educators
Certified Specialist of Wine, CSW
Income Research + Management December 2011 - Present
Income Research + Management January 2010 - December 2011
Income Research & Management June 2008 - January 2010
Geode Capital Management July 2006 - June 2008
Akin Gump Strauss Hauer & Feld LLP June 2004 - July 2005
Skills
Securities, Securities Regulation, Asset Managment, Investments, Hedge Funds, Legal Research, Fixed Income, Litigation, Mutual Funds, Westlaw, Investment Management, Equities
Education
New England Law Boston 2005 — 2009
JD, Law
Fordham University 2000 — 2004
AB, Political Science, History
Income Research + Management August 2015 - Present
Constant Contact March 2014 - July 2015
OnX Enterprise Solutions June 2013 - March 2014
Fidelity Investments July 2007 - May 2013
Fidelity Investments 2005 - 2007
Fidelity Investments 2000 - 2005
RBS Greenwich Capital January 1999 - June 2000
ABN AMRO May 1998 - December 1998
Skills
SDLC, Business Analysis, Data Warehousing, Vendor Management, Enterprise Architecture, Disaster Recovery, Business Intelligence, IT Strategy, Integration, Change Management, Database Administration, Oracle, Microsoft SQL Server, Databases, Enterprise Software, Virtualization, Security, Program Management, High Availability, Performance Tuning, Outsourcing, Data Migration, DB2
Education
University of Illinois at Urbana-Champaign 1995 — 1998
Master's degree
East China Normal University 1990 — 1994
Bachelor's degree, Major Chemistry Minor Computer Science
middle school
qi yi middle school
七一中學
七一中學
Income Research & Management December 2013 - Present
Income Research & Management December 2012 - Present
Education
Boston College
BS, Marketing
Income Research + Management March 2015 - Present
Wellington Management January 2012 - March 2015
Wellington Management June 2008 - December 2011
Liberty Mutual 2007 - 2008
Liberty Mutual Group June 2005 - June 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Internal Audit, Internal Controls, Accounting, Auditing, Corporate Finance, Business Analysis, Due Diligence, Risk Assessment, Project Management, Investments, Account Reconciliation
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Wellington Management June 2013 - Present
Income Research + Management February 2011 - June 2013
State Street August 2009 - February 2011
UBS June 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Equities, Mutual Funds, Securities, Investments, Bonds, Emerging Markets, Investment Company Act, Private Placements, Latent Zero, Prospectus, Business Analytics, Data Structures, Close Attention to..., Communication Skills, Enthusiasm to learn, Derivatives, Bloomberg Terminal, Fixed Income, Analysis, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2016
Candidate for Master of Business Administration (M.B.A.), Investments and Securities
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration/Bachelor of Arts, Finance and Economics
Eaton Vance July 2010 - Present
Income Research & Management June 2009 - August 2009
Charles River Development June 2007 - January 2009
Skills
Microsoft Office, Risk Metrics, Bloomberg, Lipper, VAR, SQL, VBA, Investments, Fixed Income
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
BBA, Finance, German
AFS-USA 2005 — 2006
Exchange Student in Germany
Phillips Academy Andover 2001 — 2005
HSD
Roundtown, Inc. June 2015 - Present
Leaf Holdings July 2014 - May 2015
Boston Technologies Inc January 2014 - July 2014
Boston Technologies Inc September 2013 - January 2014
Income Research & Management March 2013 - August 2013
Eze Castle Software June 2011 - March 2013
Eze Castle Software February 2011 - June 2011
Eze Castle Software July 2008 - February 2011
Skills
SQL, Software Development, Microsoft SQL Server, .NET, C#, Databases, WCF, Trading Systems, SQL Server, T-SQL, Object Oriented Design, Design Patterns, LINQ, F#, Scala, Java, JavaScript, Cloud Computing, CoffeeScript, angularjs, Python, Play Framework, Spray IO, RabbitMQ, MySQL, PostgreSQL, PHP, d3.js, Pentaho, R, Agile Methodologies, Scrum
Education
Connecticut College 2004 — 2008
Bachelor of Arts (B.A.), Economics, International Relations
Income Research & Management February 2013 - Present
Philips Medical Systems June 2002 - February 2013
Skills
C++, C, Java, XML, .NET, SQL, JavaScript, Algorithms
Education
Tufts University 2008 — 2010
MS, Computer Science
Stanford University 1997 — 2001
BS, Computer Science
Income Research + Management December 2013 - Present
Skills
Capital Markets, Fixed Income, Structured Products, Securities, Corporate Finance, Credit, Analysis, Portfolio Risk, Risk Analytics, Risk Management, Quantitative Research, LDI, Modeling Portfolios, Investment Management, Investment Research, Agency MBS, SBA 504, Bond Markets, CDS, Investment Banking
Education
Tufts University 2001 — 2005
BA
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)
Income Research & Management January 2009 - Present
Barclays Capital September 2007 - October 2008
Skills
Investment Management, Portfolio Management, Fixed Income, Investments, Bloomberg, Hedge Funds, Private Placements, Capital Markets, Asset Management, Equities
Education
Brandeis International Business School 2006 — 2007
MA, International Finance and Economics
Wellesley College 2002 — 2006
BA, Economics and Spanish
Income Research & Management January 2012 - Present
Income Research & Management April 2007 - January 2012
State Street September 2005 - April 2007
Education
Suffolk University 2001 — 2005
BS, Economics
Georgia-Pacific LLC July 2014 - Present
Georgia-Pacific LLC June 2013 - August 2013
Income Research & Management January 2011 - June 2012
Income Research & Management January 2009 - December 2010
Hamersley Partners June 2007 - December 2008
Skills
Marketing, Marketing Strategy, Social Media, Event Planning, Start-ups, Business Development, Market Research, Brand Management, Integrated Marketing, Competitive Analysis, Data Analysis, Strategy
Education
Goizueta Business School, Emory University 2012 — 2014
Master of Business Administration (M.B.A.), Marketing
Boston University 2002 — 2006
Bachelor’s Degree, Psychology, Journalism
Income Research + Management 2008 - Present
State Street 2006 - 2008
Education
Merrimack College 2002 — 2006
B.S., Finance
Strategic Asset Alliance September 2014 - Present
Income Research & Management June 2008 - July 2014
Goldman Sachs Asset Management 2007 - 2008
Blue Cross Blue Shield of Massachusetts 1998 - 2007
SRB Corporation 1997 - 1998
Arbella Mutual Insurance Company 1994 - 1997
Sedgwick Group 1987 - 1989
Education
Suffolk University - Sawyer School of Management 1988 — 1994
MBA
Stonehill College 1983 — 1987
BSBA, Finance
Income Research & Management March 2007 - Present
Skills
Fixed Income Analysis, Bloomberg, Fixed Income, Asset Managment, Investments, Research, Microsoft Excel, Financial Modeling, Asset Allocation, Financial Analysis
Education
Boston University
Income Research + Management December 2011 - Present
Income Research & Management October 2010 - December 2011
Income Research & Management March 2006 - October 2010
Income Research & Management June 2001 - March 2006
Skills
Fixed Income, Investments, Superior Client Service, Customer Service, Compliance, Small Business, Team Management
Education
University of New Hampshire 1997 — 2001
BA, Communication
EMC January 2013 - Present
EMC September 2010 - December 2012
Income Research & Management May 2010 - August 2010
Visual IQ, Inc. January 2010 - April 2010
Tufts University September 2007 - August 2009
Education
Tufts University 2007 — 2009
MS, Computer Science
Jilin University 2002 — 2006
BS, Computer Science and Technology
Income Research + Management December 2013 - Present
Income Research + Management December 2012 - December 2013
Income Research + Management October 2010 - December 2012
Summit Wealth Group May 2007 - August 2009
Skills
Bloomberg, Fixed Income, Investments, Asset Management, Portfolio Management, Investment Management, Financial Analysis, Capital Markets, Asset Allocation, Wealth Management, Microsoft Excel, Investment Strategies
Education
University of Vermont 2008 — 2010
BS, Business Administration
WU (Vienna University of Economics and Business) 2009 — 2009
Finance/Economics
University of New Hampshire 2005 — 2007
Associates, Business Administration
Income Research & Management 2011 - Present
Plymouth Rock Assurance May 2010 - December 2010
American Student Assistance June 2005 - December 2009
Kokusai Semiconductor Equipment Corporation October 2000 - April 2004
Education
University at Albany, SUNY 1999 — 2001
BS, Double major of Mathematics and Computer Science Minor in Electronics
Monroe Community College 1995 — 1997
Associate, Physics and Electronics
Striem January 2015 - Present
Income Research & Management September 2013 - December 2014
Wells Fargo Advisors, LLC July 2009 - September 2013
UMB Bank, N.A. June 2008 - August 2008
Skills
Bloomberg, Microsoft Excel, Outlook, Public Speaking, Investment Strategies, Bonds, Asset Management
Education
Saint Louis University 2005 — 2009
B.S.B.A., Finance, Economics
Income Research + Management July 2014 - Present
BiscayneAmericas Advisers June 2013 - August 2013
Wilson Land Services December 2007 - August 2012
Skills
Microsoft Office, Statistical Data..., C++, Spanish, Stochastic Calculus, Financial Modeling, Research, Analysis, Leadership, Monte Carlo Simulation, Matlab, Due Diligence, Time Series Analysis, R, Statistical Modeling, Fixed Income, Statistics, Quantitative Finance, VBA, SQL, Risk Management
Education
Boston University Questrom School of Business 2012 — 2014
Master of Science (M.S.), Mathematical Finance
University of Texas at Tyler
Bachelor of Business Administration (B.B.A.), Finance, Summa Cum Laude
Robert E Lee HS
High School
Uber July 2015 - Present
Facebook July 2014 - July 2015
Analysis Group June 2013 - June 2014
Alcatel-Lucent June 2012 - August 2012
Alcatel-Lucent June 2011 - August 2011
Income Research & Management January 2011 - January 2011
Rehabtek LLC July 2010 - August 2010
Cool-X LLC May 2010 - July 2010
Education
Amherst College 2009 — 2013
Bachelor of Arts (B.A.), Computer Science, Economics, and Mathematics
Naperville North High School 2005 — 2009
Income Research & Management January 2014 - Present
Income Research & Management May 2012 - December 2013
Education
Amherst College 2006 — 2010
Bachelor's degree
Westminster School 2003 — 2006
Income Research + Management October 2014 - Present
Income Research + Management May 2013 - October 2014
State Street Global Advisors July 2011 - May 2013
FinArc Investment Management September 2010 - December 2010
State Street June 2008 - May 2010
Skills
VBA, SQL
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Concentration in Finance and Investments
University of Massachusetts Dartmouth 2004 — 2008
Bachelor of Science, Business Management
Bond University
Semester Abroad
Commonwealth of Massachusetts May 2015 - Present
Partners HealthCare February 2015 - June 2015
Income Research + Management July 2014 - January 2015
Year Up Boston February 2014 - January 2015
Barnes & Noble August 2013 - July 2014
Beacon Communities LLC June 2011 - August 2011
Ohrenberger Community Center November 2008 - May 2010
Mobius, Inc July 2008 - August 2008
Skills
Customer Service, Windows 7, Time Management, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Retail, Training, Outlook, Networking, Ghost Imaging, Active Directory, Software Installation, Microsoft SQL Server, Remote Desktop, IT Hardware Support, Network Administration, SharePoint, Computer Hardware, Troubleshooting, Information Technology, Research, Teamwork, Technical Support
Education
Cambridge College 2014 — 2015
Bachelor of Science, Business Management
University of Massachusetts Boston 2012 — 2016
Bachelor of Arts (B.A.), Computer Science
Madison Park Technical Vocational High School 2007 — 2011
Diploma, Information Technology
Income Research & Management August 2000 - Present
Skills
Fixed Income, Business Analysis, SDLC, Risk Management
Education
Roger Williams University 1996 — 2000
Bachelor's degree
Wexford Capital Management, LLC June 2003 - Present
Lazard 1993 - 2001
Income Research & Management 1988 - 1993
Skills
Equities, Investments, Hedge Funds, Portfolio Management, Fixed Income, Financial Modeling, Bloomberg, Asset Managment, Derivatives, Capital Markets, Valuation, Financial Analysis, Bonds, Asset Management
Education
Boston College - Carroll School of Management
B.S., Finance
Name Witheld August 2012 - Present
Franklin Templeton Investments August 2011 - June 2012
Marsh October 2009 - July 2011
Income Research & Management January 2009 - June 2009
AllianceBernstein June 2007 - December 2008
Skills
Copywriting, Graphic Design, Content Strategy, Proposal Writing, Sales Presentations, Editing, Proofreading, Marketing Communications, Publishing
Education
University of Missouri-Columbia
Bachelor of Arts (BA), Graphic Design
Webster University (London)
Master of Business Administration (MBA)
Income Research & Management July 2013 - Present
RBS Citizens Group January 2005 - June 2013
Fidelity Investment March 2004 - December 2004
Thomson Financial March 2000 - September 2003
Thomson Financial August 1998 - March 2000
Fidelity Investments December 1994 - August 1998
Skills
Data Modeling, Data Warehousing, Enterprise Architecture, ETL, SDLC, Oracle, Databases, Database Design
Education
East China Normal University
Bachelor Degree, Mathematics
Northeastern University
Master Degree, Computer Science
Northeastern University
Master Degree, Mathematics
Year Up 2011 - Present
Income Research & Management January 2011 - July 2011
Education
Bunker Hill Community College 2012 — 2013
Wellington Management February 2011 - Present
Income Research & Management March 2010 - February 2011
Education
Northeastern University 2004 — 2009
Bachelor of Science (BS), Criminal Justice and Corrections
Income Research & Management June 2008 - Present
Skills
Microsoft Word, Microsoft Office, PowerPoint, Access, Auditing, Account Reconciliation, Financial Reporting, Process Improvement, Customer Service, Analysis, Outlook, Financial Accounting
Education
Northeastern University 2002 — 2007
Bachelor of Science (BS), Accounting and Finance
Income Research & Management January 2012 - Present
Income Research & Management January 2011 - December 2011
Income Research & Management January 2009 - December 2010
Skills
Network Administration, Help Desk Support, Mobile Devices, Microsoft Office..., SharePoint, Active Directory..., Microsoft Exchange, Avaya IP Office, Aruba Wireless, Blackberry, Blackberry Enterprise...
Education
Northeastern University 2005 — 2011
Bachelor of Science (BS), Information Science
Merrill Lynch March 2014 - Present
State Street 2011 - 2012
Income Research & Management 2010 - 2011
JTMF Tickets 2004 - 2007
Skills
Bloomberg, Financial Modeling, Equity Research, Financial Risk, Financial Reporting, Stock Management, Asian markets, Cash Flow Forecasting, Process Improvement, Equity Valuation, Equity Capital Markets, Market Research, Qualitative Research, Bloomberg Software, Organizational..., Series 7, Series 63
Education
Northeastern University 2008 — 2013
Bachelor's degree, Finance, General
Income Research + Management November 2014 - Present
Brown Brothers Harriman March 2014 - November 2014
Brown Brothers Harriman August 2012 - March 2014
Brown Brothers Harriman April 2010 - August 2012
Brown Brothers Harriman March 2007 - April 2010
State Street May 2005 - March 2007
State Street October 2003 - May 2005
Skills
Equities, Mutual Funds, Fixed Income, Bloomberg, Investments, Securities, Financial Services, Hedge Funds, Derivatives
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Finance, General, 3.469