Income Research & Management

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Income Research & Management Employees

Employee
Years
Job
Industry
Allison Bloch Allison Bloch Boston, Massachusetts Details
Allison Bloch's Income Research & Management Experience June 2010 - May 2013
Job Fixed Income Marketing Associate at Jennison Associates
Industry Financial Services
Experience
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

Stephen F Kern, CFA Stephen F Kern, CFA Boston, Massachusetts Details
Stephen F Kern, CFA's Income Research & Management Experience March 2000 - October 2011
Job Investment Management Professional
Industry Investment Management
Experience
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

Michelle Waterman Michelle Waterman New York, New York Details
Michelle Waterman's Income Research & Management Experience June 2012 - August 2012
Job Real Estate Finance Analyst at CIBC World Markets
Industry Real Estate
Experience
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

Mary (Eberle) Farrell, CFA Mary (Eberle) Farrell, CFA Boston, Massachusetts Details
Mary (Eberle) Farrell, CFA's Income Research & Management Experience April 2006 - Present
Job Portfolio Manager at Income Research & Management
Industry Investment Management
Experience
Income Research & Management   April 2006 - Present
PanAgora Asset Management  October 1987 - June 2002

Education
Northeastern University   1982 — 1987
Bachelor of Science (BS), Finance, General

Jenny Rapp Jenny Rapp Boston, Massachusetts Details
Jenny Rapp's Income Research & Management Experience November 2014 - February 2015
Job Treasury Accountant at CDM Smith
Industry Accounting
Experience
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

Robert Nuccio Robert Nuccio Boston, Massachusetts Details
Robert Nuccio's Income Research & Management Experience September 2011 - Present
Job Research Analyst at Income Research & Management
Industry Investment Management
Experience
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

Courtney McMahon Courtney McMahon Greater Boston Area Details
Courtney McMahon's Income Research & Management Experience November 2008 - Present
Job Assistant Vice President at Income Research + Management
Industry Investment Management
Experience
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

Maggie Raymond Maggie Raymond Greater Boston Area Details
Maggie Raymond's Income Research & Management Experience May 2013 - Present
Job Client Portfolio Associate at Income Research & Management
Industry Financial Services
Experience
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

Leanna Coskren Leanna Coskren Boston, Massachusetts Details
Leanna Coskren's Income Research & Management Experience April 2015 - Present
Job Associate at Income Research + Management
Industry Investment Management
Experience
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

Kaysonne Anderson Kaysonne Anderson Greater Boston Area Details
Kaysonne Anderson's Income Research & Management Experience December 2012 - Present
Job Associate at Income Research & Management
Industry Financial Services
Experience
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

Annemarie Bortey Annemarie Bortey Greater Boston Area Details
Annemarie Bortey's Income Research & Management Experience March 2014 - Present
Job Portfolio Risk Analyst at Income Research & Management
Industry Financial Services
Experience
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

Duy Nguyen Duy Nguyen Greater Boston Area Details
Duy Nguyen's Income Research & Management Experience November 2014 - Present
Job Financial Services Industry Professional
Industry Financial Services
Experience
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)

Emily Duffett Sullivan Emily Duffett Sullivan Boston, Massachusetts Details
Emily Duffett Sullivan's Income Research & Management Experience November 2014 - Present
Job Senior Associate at Income Research & Management
Industry Financial Services
Experience
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

Daniel Comiskey Daniel Comiskey Greater Boston Area Details
Daniel Comiskey's Income Research & Management Experience August 2014 - Present
Job Associate at Income Research + Management
Industry Investment Management
Experience
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

Jack Dings Jack Dings Boston, Massachusetts Details
Jack Dings's Income Research & Management Experience December 2014 - Present
Job Associate, Income Research and Management
Industry Investment Management
Experience
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

Kevin Kizik Kevin Kizik Greater Boston Area Details
Kevin Kizik's Income Research & Management Experience May 2008 - August 2008
Job Sales Consultant, Pacific Northwest
Industry Financial Services
Experience
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

Matthew Conroy, CFA Matthew Conroy, CFA Greater Boston Area Details
Matthew Conroy, CFA's Income Research & Management Experience June 2009 - Present
Job Principal, Income Research + Management
Industry Investment Management
Experience
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

Brigid Connolly Brigid Connolly Greater Boston Area Details
Brigid Connolly's Income Research & Management Experience May 2012 - August 2012
Job WMS Client Service Associate at State Street
Industry Financial Services
Experience
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

Andrew Poirier Andrew Poirier Greater Boston Area Details
Andrew Poirier's Income Research & Management Experience September 2010 - Present
Job Assistant Vice President, Application Developer at Income Research & Management
Industry Information Technology and Services
Experience
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

Elisabeth Lang Elisabeth Lang Washington D.C. Metro Area Details
Elisabeth Lang's Income Research & Management Experience 2006 - 2007
Job Sr. Director and Asst. Treasurer Investments and Risk Management at NPR
Industry Broadcast Media
Experience
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

Kristoff Nelson, CFA Kristoff Nelson, CFA Boston, Massachusetts Details
Kristoff Nelson, CFA's Income Research & Management Experience January 2011 - Present
Job Senior Research Analyst at Income Research + Management
Industry Investment Management
Experience
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

Nathan Corey Nathan Corey Boston, Massachusetts Details
Nathan Corey's Income Research & Management Experience December 2014 - Present
Job Senior Associate at Income Research + Management
Industry Capital Markets
Experience
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

Matt McCarran Matt McCarran Greater Boston Area Details
Matt McCarran's Income Research & Management Experience May 2013 - Present
Job EDM Lead Analyst at Income Research + Management
Industry Financial Services
Experience
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

Shruti Verma Shruti Verma Waltham, Massachusetts Details
Shruti Verma's Income Research & Management Experience September 2009 - August 2010
Job Senior Marketing Manager Laboratory Products Group
Industry Medical Devices
Experience
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

Christian Holbrook Christian Holbrook Boston, Massachusetts Details
Christian Holbrook's Income Research & Management Experience November 2011 - Present
Job Senior Associate at Income Research + Management
Industry Financial Services
Experience
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

Brett Garneau Brett Garneau Boston, Massachusetts Details
Brett Garneau's Income Research & Management Experience June 2013 - Present
Job Portfolio Operations at Income Research & Management
Industry Financial Services
Experience
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

Joseph Spaulding-Diggs Joseph Spaulding-Diggs Boston, Massachusetts Details
Joseph Spaulding-Diggs's Income Research & Management Experience January 2011 - Present
Job Associate at Income Research + Management
Industry Information Technology and Services
Experience
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

Rory Brown Rory Brown Greater Boston Area Details
Rory Brown's Income Research & Management Experience June 2013 - Present
Job Analyst, Product Management Team
Industry Financial Services
Experience
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

Henry Palmer Henry Palmer Greater Boston Area Details
Henry Palmer's Income Research & Management Experience June 2009 - February 2011
Job Head Rowing Coach at Union Boat Club
Industry Food & Beverages
Experience
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

Kara Gilman Kara Gilman Greater Boston Area Details
Kara Gilman's Income Research & Management Experience February 2007 - Present
Job Senior Vice President at Income Research & Management
Industry Financial Services
Experience
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

Meghan Harrington Meghan Harrington Greater Boston Area Details
Meghan Harrington's Income Research & Management Experience 2013 - Present
Job Senior Associate at Income Research & Management
Industry Financial Services
Experience
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

Kellie Chung Kellie Chung Greater Boston Area Details
Kellie Chung's Income Research & Management Experience June 2009 - February 2011
Job Continuous Improvement Focal/ Project Manager at UTC Aerospace Systems; MBA student at Babson College
Industry Defense & Space
Experience
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

Nils Hegstad, CFA Nils Hegstad, CFA Greater Boston Area Details
Nils Hegstad, CFA's Income Research & Management Experience April 2015 - Present
Job Client Portfolio Manager at Income Research + Management
Industry Investment Management
Experience
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

Melissa Krajewski, CFA Melissa Krajewski, CFA Greater New York City Area Details
Melissa Krajewski, CFA's Income Research & Management Experience December 2012 - June 2013
Job at Schroders
Industry Investment Management
Experience
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)

Samantha Quinn Samantha Quinn Boston, Massachusetts Details
Samantha Quinn's Income Research & Management Experience August 2014 - Present
Job
Industry Investment Management
Experience
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

Julie Ramaci Julie Ramaci Denver, Colorado Details
Julie Ramaci's Income Research & Management Experience June 2008 - October 2011
Job Consulting Controller
Industry Accounting
Experience
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

Cortney Philbrick Cortney Philbrick Boston, Massachusetts Details
Cortney Philbrick's Income Research & Management Experience June 2015 - Present
Job Associate at Income Research + Management
Industry Financial Services
Experience
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

Megan Linnemeier, CFA Megan Linnemeier, CFA Indianapolis, Indiana Area Details
Megan Linnemeier, CFA's Income Research & Management Experience January 2013 - June 2014
Job at
Industry Investment Management
Experience
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

Jeremy Holtz, CFA Jeremy Holtz, CFA Greater Boston Area Details
Jeremy Holtz, CFA's Income Research & Management Experience February 2013 - Present
Job Analyst at Income Research & Management
Industry Investment Management
Experience
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

Patrick Clarke, CFA Patrick Clarke, CFA Greater Boston Area Details
Patrick Clarke, CFA's Income Research & Management Experience December 2014 - Present
Job Assistant Vice President at Income Research + Management
Industry Financial Services
Experience
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

Paula Romanchuk Paula Romanchuk Boston, Massachusetts Details
Paula Romanchuk's Income Research & Management Experience January 2015 - Present
Job Client Portfolio Analyst at Income Research + Management
Industry Financial Services
Experience
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

Preston Raymond, CFA Preston Raymond, CFA Greater Boston Area Details
Preston Raymond, CFA's Income Research & Management Experience January 2011 - Present
Job Trader at Income Research & Management
Industry Financial Services
Experience
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

Katherine (Rudeen) Trevor, CFE Katherine (Rudeen) Trevor, CFE Greater Boston Area Details
Katherine (Rudeen) Trevor, CFE's Income Research & Management Experience July 2008 - Present
Job VP Business risk, audit, controls, and compliance professional with a focus in the financial services industry
Industry Investment Management
Experience
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

Angela Feis Angela Feis Greater Boston Area Details
Angela Feis's Income Research & Management Experience January 2015 - Present
Job Associate with the Business Administration Team at Income Research + Management
Industry Hospitality
Experience
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

Brian Callow Brian Callow Greater Boston Area Details
Brian Callow's Income Research & Management Experience February 1994 - July 2004
Job Director of Fixed Income, Portfolio Manager at Rockand Trust
Industry Investment Management
Experience
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

Michael Bronson Michael Bronson Boston, Massachusetts Details
Michael Bronson's Income Research & Management Experience October 2015 - Present
Job Research Associate at Income Research + Management
Industry Financial Services
Experience
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

Jake O'Malley Jake O'Malley New York, New York Details
Jake O'Malley's Income Research & Management Experience June 2012 - August 2012
Job Sanford Bernstein
Industry Investment Management
Experience
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

Benjamin Nachbar Benjamin Nachbar Newport Beach, California Details
Benjamin Nachbar's Income Research & Management Experience September 2008 - May 2012
Job Analyst Portfolio Compliance at PIMCO
Industry Financial Services
Experience
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

Rachel Chong Rachel Chong Boston, Massachusetts Details
Rachel Chong's Income Research & Management Experience September 2015 - Present
Job Investment Grade Credit Research at Income Research + Management
Industry Investment Management
Experience
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

Nicholas Collatos, CFA Nicholas Collatos, CFA Boston, Massachusetts Details
Nicholas Collatos, CFA's Income Research & Management Experience July 2011 - May 2013
Job Senior Business Consultant at Liberty Mutual
Industry Insurance
Experience
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

Kevin Ferry Kevin Ferry Greater Boston Area Details
Kevin Ferry's Income Research & Management Experience December 2014 - Present
Job Vice President at Income Research + Management
Industry Financial Services
Experience
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

chandrala malkood chandrala malkood Greater Boston Area Details
chandrala malkood's Income Research & Management Experience January 2009 - December 2010
Job Senior Product Manager at Millennial Media
Industry Information Technology and Services
Experience
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

Jodie Wooles Jodie Wooles Boston, Massachusetts Details
Jodie Wooles's Income Research & Management Experience November 2014 - Present
Job Associate at Income Research and Management
Industry Financial Services
Experience
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

Jonathan Main Jonathan Main Greater Boston Area Details
Jonathan Main's Income Research & Management Experience August 2012 - September 2013
Job Principal Global Cash Team at State Street Global Advisors
Industry Investment Management
Experience
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

Jonathan Larkin, CFA Jonathan Larkin, CFA Greater Boston Area Details
Jonathan Larkin, CFA's Income Research & Management Experience August 2006 - Present
Job Principal
Industry Investment Management
Experience
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

Andy Camposeo Andy Camposeo New York, New York Details
Andy Camposeo's Income Research & Management Experience July 2008 - July 2011
Job Investment Banking Associate (M&A Group) at Wells Fargo Securities
Industry Investment Banking
Experience
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

Ross Hagan Ross Hagan Greater Boston Area Details
Ross Hagan's Income Research & Management Experience December 2014 - Present
Job Associate at Income Research + Management
Industry Financial Services
Experience
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

Chris Stifel, CIPM Chris Stifel, CIPM Greater Boston Area Details
Chris Stifel, CIPM's Income Research & Management Experience July 2008 - October 2013
Job Consultant Cutter Associates
Industry Investment Management
Experience
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

Colleen Schohl Colleen Schohl New York, New York Details
Colleen Schohl's Income Research & Management Experience May 2011 - August 2011
Job Finance Manager at Time Inc.
Industry Publishing
Experience
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

Benjamin MacDonald Benjamin MacDonald Boston, Massachusetts Details
Benjamin MacDonald's Income Research & Management Experience April 2015 - Present
Job Product Management Analyst at Income Research + Management
Industry Investment Management
Experience
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

Doana Cecan Guerrero Doana Cecan Guerrero Greater Boston Area Details
Doana Cecan Guerrero's Income Research & Management Experience 2007 - 2007
Job Investment Business Analyst / Product Specialist
Industry Investment Management
Experience
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

Sharon Gershman Sharon Gershman Greater Boston Area Details
Sharon Gershman's Income Research & Management Experience 2008 - Present
Job Senior Associate at Income Research & Management
Industry Financial Services
Experience
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

Isha Chanana, CFA Isha Chanana, CFA Greater Boston Area Details
Isha Chanana, CFA's Income Research & Management Experience August 2014 - Present
Job Research Analyst at Income Research + Management
Industry Investment Management
Experience
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

Ed Ingalls Ed Ingalls Greater Boston Area Details
Ed Ingalls's Income Research & Management Experience February 2000 - Present
Job PM at Income Research
Industry Investment Management
Experience
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

Lisa Viale Lisa Viale Greater Boston Area Details
Lisa Viale's Income Research & Management Experience September 2010 - Present
Job at Income Research + Management
Industry Investment Management
Experience
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

Emily Wilson, CFA, CIPM Emily Wilson, CFA, CIPM Greater Boston Area Details
Emily Wilson, CFA, CIPM's Income Research & Management Experience September 2007 - May 2008
Job Fixed Income Business Manager at Wellington Management
Industry Investment Management
Experience
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

Sarah Kilpatrick Sarah Kilpatrick Greater Boston Area Details
Sarah Kilpatrick's Income Research & Management Experience January 2013 - Present
Job Senior Portfolio Manager at Income Research & Management
Industry Investment Management
Experience
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

Lindsey Hanson Lindsey Hanson Greater Boston Area Details
Lindsey Hanson's Income Research & Management Experience 2005 - Present
Job Business Analysis & Project Management
Industry Financial Services
Experience
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

Jonathan M. Dwyer Jonathan M. Dwyer Greater Philadelphia Area Details
Jonathan M. Dwyer's Income Research & Management Experience 2009 - 2012
Job Institutional Sales and Client Relations
Industry Investment Management
Experience
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

Drasser, Matthew Drasser, Matthew Greater Boston Area Details
Drasser, Matthew's Income Research & Management Experience July 2008 - Present
Job at Income Research & Management
Industry Investment Management
Experience
Income Research & Management   July 2008 - Present
Income Research & Management   June 2008 - Present
MFS Investment Management  May 2006 - June 2008

Education
Cornell University   2001 — 2005

Kerri McKeever, CFA Kerri McKeever, CFA Greater Boston Area Details
Kerri McKeever, CFA's Income Research & Management Experience January 2005 - July 2006
Job Institutional Relationship Manager at Pioneer Investments
Industry Investment Management
Experience
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

Laura Murphy, CRCP Laura Murphy, CRCP Boston, Massachusetts Details
Laura Murphy, CRCP's Income Research & Management Experience April 2012 - September 2014
Job Assistant Chief Compliance Officer at Standard Life Investments
Industry Financial Services
Experience
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)

Sharon (Graeb) Marks Sharon (Graeb) Marks Greater Boston Area Details
Sharon (Graeb) Marks's Income Research & Management Experience April 2014 - Present
Job Project Manager at Income Research & Management
Industry Financial Services
Experience
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

Molly Manning Molly Manning Greater Boston Area Details
Molly Manning's Income Research & Management Experience June 2015 - Present
Job Director of Client Services at Income Research + Management
Industry Investment Management
Experience
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

Kara (McLucas) Tierney Kara (McLucas) Tierney Greater Boston Area Details
Kara (McLucas) Tierney's Income Research & Management Experience June 2014 - Present
Job PMT
Industry Financial Services
Experience
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

Sweta Singh Sweta Singh Greater Boston Area Details
Sweta Singh's Income Research & Management Experience May 2009 - October 2010
Job Research Analyst at Breckinridge Capital Advisors
Industry Investment Management
Experience
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

Janet Early Janet Early Greater Boston Area Details
Janet Early's Income Research & Management Experience January 2011 - December 2012
Job Senior Associate at Income Research & Management
Industry Financial Services
Experience
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

Jeremy DiStefano, CFA Jeremy DiStefano, CFA Boston, Massachusetts Details
Jeremy DiStefano, CFA's Income Research & Management Experience May 2007 - December 2014
Job Senior Analyst at Lightkeeper
Industry Financial Services
Experience
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

Robert Gentile Robert Gentile Greater Boston Area Details
Robert Gentile's Income Research & Management Experience April 2012 - Present
Job Vice President Compliance at Income Research & Management
Industry Financial Services
Experience
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

Matthew J. Cannata Matthew J. Cannata Greater Boston Area Details
Matthew J. Cannata's Income Research & Management Experience December 2011 - Present
Job Senior Vice President at Income Research + Management
Industry Investment Management
Experience
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

Lilly Chen Lilly Chen Greater Boston Area Details
Lilly Chen's Income Research & Management Experience August 2015 - Present
Job Head of System Delivery at Income Research + Management
Industry Financial Services
Experience
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

Allison Speer Allison Speer Greater Boston Area Details
Allison Speer's Income Research & Management Experience December 2013 - Present
Job Assistant Vice President at Income Research & Management
Industry Investment Management
Experience
Income Research & Management   December 2013 - Present
Income Research & Management   December 2012 - Present

Education
Boston College
BS, Marketing

Neal Gombeski, CFA Neal Gombeski, CFA Greater Boston Area Details
Neal Gombeski, CFA's Income Research & Management Experience March 2015 - Present
Job Client Portfolio Analyst at Income Research + Management
Industry Financial Services
Experience
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

Roberto Rossicone Roberto Rossicone Greater Boston Area Details
Roberto Rossicone's Income Research & Management Experience February 2011 - June 2013
Job Equity Compliance Analyst at Wellington Management
Industry Investment Management
Experience
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

Andrew Geraghty Andrew Geraghty Boston, Massachusetts Details
Andrew Geraghty's Income Research & Management Experience June 2009 - August 2009
Job Associate Quantitative Analyst at Eaton Vance Management in Boston
Industry Investment Management
Experience
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

Christopher Coffey Christopher Coffey Greater Boston Area Details
Christopher Coffey's Income Research & Management Experience March 2013 - August 2013
Job Sr. Software Engineer at Roundtown, Inc.
Industry Information Technology and Services
Experience
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

Timothy Rueter Timothy Rueter Greater Boston Area Details
Timothy Rueter's Income Research & Management Experience February 2013 - Present
Job at Income Research + Management
Industry Financial Services
Experience
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

Allysen (Hepp) Mattison, CFA Allysen (Hepp) Mattison, CFA Boston, Massachusetts Details
Allysen (Hepp) Mattison, CFA's Income Research & Management Experience December 2013 - Present
Job SVP, Senior Investment Risk Analyst at Income Research + Management
Industry Investment Management
Experience
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

Kate Devens Kate Devens Greater Boston Area Details
Kate Devens's Income Research & Management Experience April 2007 - June 2008
Job IT Consultant at Gannett Welsh & Kotler
Industry Financial Services
Experience
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)

Julia Hebert, CFA Julia Hebert, CFA Boston, Massachusetts Details
Julia Hebert, CFA's Income Research & Management Experience January 2009 - Present
Job Portfolio Manager, Credit, Income Research + Management
Industry Financial Services
Experience
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

Tucker Lannon Tucker Lannon Greater Boston Area Details
Tucker Lannon's Income Research & Management Experience January 2012 - Present
Job Senior Analyst at Income Research & Management
Industry Investment Management
Experience
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

Allison Dahlgren Allison Dahlgren Atlanta, Georgia Details
Allison Dahlgren's Income Research & Management Experience January 2011 - June 2012
Job Associate Brand Manager at GeorgiaPacific LLC
Industry Consumer Goods
Experience
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

Mark Paulson Mark Paulson Greater Boston Area Details
Mark Paulson's Income Research & Management Experience 2008 - Present
Job Senior Trader at Income Research + Management
Industry Investment Management
Experience
Income Research + Management  2008 - Present
State Street  2006 - 2008

Education
Merrimack College   2002 — 2006
B.S., Finance

John Mohr John Mohr Greater Boston Area Details
John Mohr's Income Research & Management Experience June 2008 - July 2014
Job Managing Director at Strategic Asset Alliance
Industry Investment Management
Experience
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

Jim Gubitosi, CFA Jim Gubitosi, CFA Boston, Massachusetts Details
Jim Gubitosi, CFA's Income Research & Management Experience March 2007 - Present
Job Principal, Senior Portfolio Manager at Income Research & Management
Industry Investment Management
Experience
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

Kari Cavanagh Kari Cavanagh Greater Boston Area Details
Kari Cavanagh's Income Research & Management Experience December 2011 - Present
Job Senior Vice President
Industry Investment Management
Experience
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

Wanyu(Vera) Wang Wanyu(Vera) Wang San Francisco Bay Area Details
Wanyu(Vera) Wang's Income Research & Management Experience May 2010 - August 2010
Job Senior Product Manager at EMC
Industry Computer Software
Experience
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

Devan Acker Devan Acker Boston, Massachusetts Details
Devan Acker's Income Research & Management Experience December 2013 - Present
Job Senior Analyst at Income Research + Management
Industry Investment Management
Experience
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

Ed Storey Ed Storey Greater Boston Area Details
Ed Storey's Income Research & Management Experience 2011 - Present
Job Software Developer at Income Research & Management
Industry Financial Services
Experience
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

Vince Ismert, CFA Vince Ismert, CFA Kansas City, Kansas Details
Vince Ismert, CFA's Income Research & Management Experience September 2013 - December 2014
Job Sales Manager at Striem
Industry Building Materials
Experience
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

Oscar Arevalo-Toledo Oscar Arevalo-Toledo Boston, Massachusetts Details
Oscar Arevalo-Toledo's Income Research & Management Experience July 2014 - Present
Job Performance Attribution at Income Research + Management
Industry Investment Management
Experience
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

Larry Wei Larry Wei San Francisco, California Details
Larry Wei's Income Research & Management Experience January 2011 - January 2011
Job Data Scientist at Uber
Industry Computer Software
Experience
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

Sean Patterson Sean Patterson Boston, Massachusetts Details
Sean Patterson's Income Research & Management Experience January 2014 - Present
Job Associate at Income Research & Management
Industry Investment Management
Experience
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

Joe Alfano, CFA Joe Alfano, CFA Greater Boston Area Details
Joe Alfano, CFA's Income Research & Management Experience October 2014 - Present
Job Senior Analyst, Product Management Team at Income Research + Management
Industry Investment Management
Experience
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

Lornie Martinez Lornie Martinez Greater Boston Area Details
Lornie Martinez's Income Research & Management Experience July 2014 - January 2015
Job Helpdesk at Commonwealth of Massachusetts
Industry Computer Software
Experience
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

Lisa Moyer Lisa Moyer Greater Boston Area Details
Lisa Moyer's Income Research & Management Experience August 2000 - Present
Job Business Analyst at Income Research & Management
Industry Investment Management
Experience
Income Research & Management   August 2000 - Present

Skills
Fixed Income, Business Analysis, SDLC, Risk Management

Education
Roger Williams University   1996 — 2000
Bachelor's degree

Jack D. O'Brien, CFA Jack D. O'Brien, CFA Greater Boston Area Details
Jack D. O'Brien, CFA's Income Research & Management Experience 1988 - 1993
Job Wexford Capital Management, LLC
Industry Financial Services
Experience
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

S. Grothaus S. Grothaus Fort Lauderdale, Florida Details
S. Grothaus's Income Research & Management Experience January 2009 - June 2009
Job Technical Writer
Industry Writing and Editing
Experience
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)

Duan Chen Duan Chen Providence, Rhode Island Area Details
Duan Chen's Income Research & Management Experience July 2013 - Present
Job VP Data Architecture at RBS Citizens Group
Industry Information Technology and Services
Experience
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

Kiara Santos Kiara Santos Boston, Massachusetts Details
Kiara Santos's Income Research & Management Experience January 2011 - July 2011
Job Interim Graduation Assistant/Volunteer Services Coordinator
Industry Nonprofit Organization Management
Experience
Year Up  2011 - Present
Income Research & Management   January 2011 - July 2011

Education
Bunker Hill Community College   2012 — 2013

Nick Nunes Nick Nunes Somerville, Massachusetts Details
Nick Nunes's Income Research & Management Experience March 2010 - February 2011
Job Compliance Analyst at Wellington Management
Industry Investment Management
Experience
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

Chelsea Gavitt Chelsea Gavitt Brighton, Massachusetts Details
Chelsea Gavitt's Income Research & Management Experience June 2008 - Present
Job Senior Associate at Income Research & Management
Industry Investment Management
Experience
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

Joe Federico Joe Federico Chelsea, Massachusetts Details
Joe Federico's Income Research & Management Experience January 2012 - Present
Job Associate at Income Research & Management
Industry Investment Management
Experience
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

Joshua Miller-Frankel Joshua Miller-Frankel New York, New York Details
Joshua Miller-Frankel's Income Research & Management Experience 2010 - 2011
Job Associate at Merrill Lynch
Industry Financial Services
Experience
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

John Tetreault IV John Tetreault IV Boston, Massachusetts Details
John Tetreault IV's Income Research & Management Experience November 2014 - Present
Job Senior Associate Risk, Audit, and Reporting Team at Income Research + Management
Industry Financial Services
Experience
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

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