Investors Bank & Trust
Industry: Company
DescriptionInvestors Bank & Trust or IBT was a custodian bank, and the principal operating subsidiary of Investors Financial Services Corp., a holding company based in Boston, Massachusetts. Headquarters: Boston, Massachusetts, United States Founded: 1969, Boston, Massachusetts, United States Successor: State Street Corporation Number of employees: 3,250 Type of business: Publicly listed company (former, NASDAQ: IFIN)
Investors Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Investors Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Investors Bank & Trust Employees
Employee
Years
Job
Industry
Ryan Canney Ryan Canney's Investors Bank & Trust Experience 2001 - 2003
Job Director of Advertising Sales at Ve Interactive
Industry Online Media
Experience
Ve Interactive August 2015 - Present
Rubicon Project July 2014 - August 2015
Criteo October 2012 - July 2014
uberVU via Hootsuite October 2011 - October 2012
DataXu December 2010 - October 2011
HubSpot January 2010 - December 2010
StrongMail Systems August 2008 - January 2010
Monster Worldwide January 2004 - August 2008
Investors Bank & Trust 2001 - 2003
citysearch.com 1999 - 2000
Skills
Inside Sales, Social Media, Email Marketing, Advertising Sales, Inbound Marketing, Salesforce.com, Account Management, Online Sales, SEO, Blogging, DSP, Analytics, Cold Calling, Sales Operations, Digital Strategy, Strategic Partnerships, Sales, SaaS, PPC, CRM, Integrated Marketing, Online Marketing, Digital Signal..., Online Advertising, E-commerce
Education
Babson College 1993 — 1997
Bachelor of Science, Marketing
Boston College High School 1993 — 1997
Ve Interactive August 2015 - Present
Rubicon Project July 2014 - August 2015
Criteo October 2012 - July 2014
uberVU via Hootsuite October 2011 - October 2012
DataXu December 2010 - October 2011
HubSpot January 2010 - December 2010
StrongMail Systems August 2008 - January 2010
Monster Worldwide January 2004 - August 2008
Investors Bank & Trust 2001 - 2003
citysearch.com 1999 - 2000
Skills
Inside Sales, Social Media, Email Marketing, Advertising Sales, Inbound Marketing, Salesforce.com, Account Management, Online Sales, SEO, Blogging, DSP, Analytics, Cold Calling, Sales Operations, Digital Strategy, Strategic Partnerships, Sales, SaaS, PPC, CRM, Integrated Marketing, Online Marketing, Digital Signal..., Online Advertising, E-commerce
Education
Babson College 1993 — 1997
Bachelor of Science, Marketing
Boston College High School 1993 — 1997
Dominic Walsh Dominic Walsh's Investors Bank & Trust Experience 1996 - 2007
Job VP Technology at State Street
Industry Financial Services
Experience
State Street 2007 - Present
Investors Bank & Trust 1996 - 2007
Skills
Financial Services, Fixed Income, Mutual Funds, Securities, Equities, Business Analysis, Vendor Management, SDLC, Investments, Hedge Funds, Program Management, Alternative Investments, Derivatives, Asset Management, IT Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2006
Master of Business Administration (MBA), Finance, General
University of Sussex 1988 — 1991
Bachelor of Arts (B.A.), Philosophy and Politics
State Street 2007 - Present
Investors Bank & Trust 1996 - 2007
Skills
Financial Services, Fixed Income, Mutual Funds, Securities, Equities, Business Analysis, Vendor Management, SDLC, Investments, Hedge Funds, Program Management, Alternative Investments, Derivatives, Asset Management, IT Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2006
Master of Business Administration (MBA), Finance, General
University of Sussex 1988 — 1991
Bachelor of Arts (B.A.), Philosophy and Politics
Jay Sullivan Jay Sullivan's Investors Bank & Trust Experience July 1994 - June 1995
Job Global Finance Director, Portable Analytical Instruments at Thermo Fisher Scientific
Industry Hospital & Health Care
Experience
Thermo Fisher Scientific July 2014 - Present
Boston Scientific March 2007 - June 2014
Boston Scientific March 2002 - February 2007
Gruntal & Company June 1995 - June 1996
Investors Bank & Trust July 1994 - June 1995
Skills
Forecasting, Medical Devices, Sarbanes-Oxley Act, Cross-functional Team..., Hyperion Enterprise, Process Improvement, Financial Analysis, Financial Reporting, Financial Modeling, Variance Analysis, Managerial Finance, Internal Controls, Strategic Financial..., Analysis, Finance, Accounting, Leadership, Management, Financial Forecasting, Acquisition Integration
Education
Bentley University
Master's degree, Finance, Graduated with Distinction
Bryant University
Bachelor's degree, Finance
Thermo Fisher Scientific July 2014 - Present
Boston Scientific March 2007 - June 2014
Boston Scientific March 2002 - February 2007
Gruntal & Company June 1995 - June 1996
Investors Bank & Trust July 1994 - June 1995
Skills
Forecasting, Medical Devices, Sarbanes-Oxley Act, Cross-functional Team..., Hyperion Enterprise, Process Improvement, Financial Analysis, Financial Reporting, Financial Modeling, Variance Analysis, Managerial Finance, Internal Controls, Strategic Financial..., Analysis, Finance, Accounting, Leadership, Management, Financial Forecasting, Acquisition Integration
Education
Bentley University
Master's degree, Finance, Graduated with Distinction
Bryant University
Bachelor's degree, Finance
Andrew Baker, CAIA Andrew Baker, CAIA's Investors Bank & Trust Experience June 2006 - April 2007
Job Senior Associate at Investor Group Services (IGS)
Industry Venture Capital & Private Equity
Experience
Investor Group Services (IGS) February 2015 - Present
ThirdChannel January 2015 - February 2015
Nuance Communications February 2014 - June 2014
Walnut Venture Associates May 2013 - May 2014
Brook Venture Partners September 2013 - December 2013
Babson College Fund January 2013 - December 2013
Boston Millennia Partners June 2013 - August 2013
Athena Capital Advisors July 2010 - June 2012
Athena Capital Advisors April 2007 - July 2010
Investors Bank & Trust June 2006 - April 2007
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Investments, Capital IQ, Bloomberg, Venture Capital, Asset Allocation, Tactical Asset..., Asset Management, Portfolio Hedging, Private Equity, Bonds, Equities, Options, Finance, Fixed Income, Due Diligence, Corporate Finance, Investment Banking, Trading, Entrepreneurship, Mutual Funds, Equity Research, Investment Management, Emerging Markets, Valuation, Financial Modeling, Equity Valuation, Financial Advisory, Wealth Management, Investor Relations, Corporate Development, Angel Investing, Mergers, Start-ups, Capital, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Cum Laude
Connecticut College 2002 — 2006
BA, Economics, Math, Music
The Tuck School of Business at Dartmouth 2005 — 2005
Summer Bridge Program, Corporate Finance, Marketing, Accounting
The Wheeler School 1999 — 2002
Investor Group Services (IGS) February 2015 - Present
ThirdChannel January 2015 - February 2015
Nuance Communications February 2014 - June 2014
Walnut Venture Associates May 2013 - May 2014
Brook Venture Partners September 2013 - December 2013
Babson College Fund January 2013 - December 2013
Boston Millennia Partners June 2013 - August 2013
Athena Capital Advisors July 2010 - June 2012
Athena Capital Advisors April 2007 - July 2010
Investors Bank & Trust June 2006 - April 2007
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Investments, Capital IQ, Bloomberg, Venture Capital, Asset Allocation, Tactical Asset..., Asset Management, Portfolio Hedging, Private Equity, Bonds, Equities, Options, Finance, Fixed Income, Due Diligence, Corporate Finance, Investment Banking, Trading, Entrepreneurship, Mutual Funds, Equity Research, Investment Management, Emerging Markets, Valuation, Financial Modeling, Equity Valuation, Financial Advisory, Wealth Management, Investor Relations, Corporate Development, Angel Investing, Mergers, Start-ups, Capital, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Cum Laude
Connecticut College 2002 — 2006
BA, Economics, Math, Music
The Tuck School of Business at Dartmouth 2005 — 2005
Summer Bridge Program, Corporate Finance, Marketing, Accounting
The Wheeler School 1999 — 2002
Robert Payne Cave Jr., JD, PMP in Progress Robert Payne Cave Jr., JD, PMP in Progress's Investors Bank & Trust Experience 1999 - 2000
Job Experienced Project Manager and Attorney
Industry Environmental Services
Experience
Hire Counsel Inc. and Carolina Legal Staffing LLC December 2013 - Present
Sodoma Law 2013 - 2013
Cave Law Firm PLLC 2007 - 2013
Lorillard, Inc 2003 - 2004
Project Control Companies, Inc. 2000 - 2003
Investors Bank & Trust 1999 - 2000
Schlumberger 1997 - 1999
Maine Geological Survey - Hydrology Department June 1996 - September 1996
Skills
Project Management, Strategic Planning, Project Planning, Policy, Leadership, Team Leadership, Environmental Compliance, Change Management, Team Building, Relationship Management, Litigation, Courts, Corporate Law, Commercial Litigation, Civil Litigation, Legal Writing, Legal Research, Finance, Family Law, Appeals, Admitted to Practice -..., Management
Education
Appalachian School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Bowdoin College 1993 — 1997
Bachelor of Arts (B.A.), Geology/Earth Science, Government Studies
Hire Counsel Inc. and Carolina Legal Staffing LLC December 2013 - Present
Sodoma Law 2013 - 2013
Cave Law Firm PLLC 2007 - 2013
Lorillard, Inc 2003 - 2004
Project Control Companies, Inc. 2000 - 2003
Investors Bank & Trust 1999 - 2000
Schlumberger 1997 - 1999
Maine Geological Survey - Hydrology Department June 1996 - September 1996
Skills
Project Management, Strategic Planning, Project Planning, Policy, Leadership, Team Leadership, Environmental Compliance, Change Management, Team Building, Relationship Management, Litigation, Courts, Corporate Law, Commercial Litigation, Civil Litigation, Legal Writing, Legal Research, Finance, Family Law, Appeals, Admitted to Practice -..., Management
Education
Appalachian School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Bowdoin College 1993 — 1997
Bachelor of Arts (B.A.), Geology/Earth Science, Government Studies
Paul Bussiere's Investors Bank & Trust Experience January 2007 - May 2007
Job Certified Records Manager
Industry Architecture & Planning
Experience
Stantec January 2009 - Present
Fidelity Investments 1999 - 2008
Investors Bank & Trust January 2007 - May 2007
Huron Consulting Group January 2006 - December 2006
Ernst & Young April 2004 - October 2006
Charrette 1984 - 1996
Skills
Records Management, Process Improvement, Document Management, Information Management, Business Analysis, Strategic Planning, Project Management, Risk Management, Knowledge Management, Governance, Change Management, Business Process..., Program Management, SharePoint, Vendor Management, Management, Enterprise Content..., Budgets, Cross-functional Team..., Policy, Business Strategy, Strategy, IT Management, Outlook, Software Documentation, Analysis, Litigation Support, Project Planning, CRM, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1987
MBA, Business Economics
Bentley University 1980 — 1984
BS, Marketing/Management
Stantec January 2009 - Present
Fidelity Investments 1999 - 2008
Investors Bank & Trust January 2007 - May 2007
Huron Consulting Group January 2006 - December 2006
Ernst & Young April 2004 - October 2006
Charrette 1984 - 1996
Skills
Records Management, Process Improvement, Document Management, Information Management, Business Analysis, Strategic Planning, Project Management, Risk Management, Knowledge Management, Governance, Change Management, Business Process..., Program Management, SharePoint, Vendor Management, Management, Enterprise Content..., Budgets, Cross-functional Team..., Policy, Business Strategy, Strategy, IT Management, Outlook, Software Documentation, Analysis, Litigation Support, Project Planning, CRM, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1987
MBA, Business Economics
Bentley University 1980 — 1984
BS, Marketing/Management
ANTHONY CONGDON ANTHONY CONGDON's Investors Bank & Trust Experience 1996 - 1997
Job Corporate Warranty Service at AquaComfort Technologies
Industry Environmental Services
Experience
AquaComfort Technologies April 2012 - Present
Army National Guard September 2010 - Present
LUBBERT SUPPLY COMPANY April 2001 - March 2012
URS CORPORATION February 2000 - February 2001
RISOLI ENGINEERING February 1999 - February 2000
FAMILY CREDIT CONNECTION 1998 - 1999
FORD CONSUMER FINANCE 1997 - 1998
INVESTORS BANK & TRUST 1996 - 1997
Skills
Economics, Customer Service, Credit Analysis, Technical Seminars, Report Writing, Quantitative Research, Account Management, Microsoft Excel, Sales, Training Seminars, Microsoft Office, Mortgage Lending, Strategic Planning, New Business Development, Marketing, Negotiation, Financial Analysis, Entrepreneurship, Military Training, Economic Data Analysis, Purchase Orders, Shipping & Receiving, Customer Retention, Research, Qualitative Research, Data Analysis, Refrigeration, Heat Pumps, Business Strategy, Public Speaking, Accounting
Education
American Military University 2013 — 2015
Master's degree, Accounting, 3.888
University of Connecticut 1992 — 1996
Bachelor of Arts (B.A.), Economics, 3.546
Christian Heritage School
AquaComfort Technologies April 2012 - Present
Army National Guard September 2010 - Present
LUBBERT SUPPLY COMPANY April 2001 - March 2012
URS CORPORATION February 2000 - February 2001
RISOLI ENGINEERING February 1999 - February 2000
FAMILY CREDIT CONNECTION 1998 - 1999
FORD CONSUMER FINANCE 1997 - 1998
INVESTORS BANK & TRUST 1996 - 1997
Skills
Economics, Customer Service, Credit Analysis, Technical Seminars, Report Writing, Quantitative Research, Account Management, Microsoft Excel, Sales, Training Seminars, Microsoft Office, Mortgage Lending, Strategic Planning, New Business Development, Marketing, Negotiation, Financial Analysis, Entrepreneurship, Military Training, Economic Data Analysis, Purchase Orders, Shipping & Receiving, Customer Retention, Research, Qualitative Research, Data Analysis, Refrigeration, Heat Pumps, Business Strategy, Public Speaking, Accounting
Education
American Military University 2013 — 2015
Master's degree, Accounting, 3.888
University of Connecticut 1992 — 1996
Bachelor of Arts (B.A.), Economics, 3.546
Christian Heritage School
Robert Yahn Robert Yahn's Investors Bank & Trust Experience October 2000 - July 2002
Job Business Manger at Unicore LLC
Industry Furniture
Experience
Unicore LLC June 2004 - Present
Investors Bank & Trust October 2000 - July 2002
Investors Bank & Trust December 1999 - October 2000
Investors Bank & Trust June 1998 - December 1999
Skills
Operations Management, Lean Manufacturing, Process Improvement, Cost Accounting, Strategic Planning, Financial Accounting, Treasury Services
Education
Purdue University - Krannert School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Operations Management and Finance
Bates College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Unicore LLC June 2004 - Present
Investors Bank & Trust October 2000 - July 2002
Investors Bank & Trust December 1999 - October 2000
Investors Bank & Trust June 1998 - December 1999
Skills
Operations Management, Lean Manufacturing, Process Improvement, Cost Accounting, Strategic Planning, Financial Accounting, Treasury Services
Education
Purdue University - Krannert School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Operations Management and Finance
Bates College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Barrie Hufford Barrie Hufford's Investors Bank & Trust Experience January 1995 - October 1997
Job Personal Trainer / Level II USA Triathlon Coach at Forza Fitness and Performance Club
Industry Sports
Experience
Forza Fitness and Performance Club November 1997 - Present
Investors Bank & Trust January 1995 - October 1997
Education
Bates College 1991 — 1994
Bachelor of Arts (B.A.), Psychology
Forza Fitness and Performance Club November 1997 - Present
Investors Bank & Trust January 1995 - October 1997
Education
Bates College 1991 — 1994
Bachelor of Arts (B.A.), Psychology
Maureen Thorpe Maureen Thorpe's Investors Bank & Trust Experience 1986 - 1988
Job Freelance Marketing Communications Specialist and Business Mngr. @ Thomson Country Club
Industry Marketing and Advertising
Experience
Thomson Country Club March 2014 - Present
DBA Crystal Communications 2003 - Present
Ernst & Young January 1995 - February 2001
BNY Mellon February 1988 - May 1995
Investors Bank & Trust 1986 - 1988
Skills
Marketing Communications, Marketing, Email Marketing, Copywriting, Editing, Newsletters, Advertising, Online Advertising, Social Media Marketing, Internal Communications, Public Relations, Press Releases, Brochures, Marketing Strategy, Blogging, Collateral, Market Research, Sales Proposals
Education
Assumption College 1982 — 1986
Bachelor of Arts (B.A.), Business Management
Northeastern University 1988 — 1990
Part Time MBA Program
Thomson Country Club March 2014 - Present
DBA Crystal Communications 2003 - Present
Ernst & Young January 1995 - February 2001
BNY Mellon February 1988 - May 1995
Investors Bank & Trust 1986 - 1988
Skills
Marketing Communications, Marketing, Email Marketing, Copywriting, Editing, Newsletters, Advertising, Online Advertising, Social Media Marketing, Internal Communications, Public Relations, Press Releases, Brochures, Marketing Strategy, Blogging, Collateral, Market Research, Sales Proposals
Education
Assumption College 1982 — 1986
Bachelor of Arts (B.A.), Business Management
Northeastern University 1988 — 1990
Part Time MBA Program
Brendan Chase's Investors Bank & Trust Experience 2002 - 2007
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock May 2011 - Present
State Street 2007 - 2011
Investors Bank & Trust 2002 - 2007
Education
Assumption College 1998 — 2002
BlackRock May 2011 - Present
State Street 2007 - 2011
Investors Bank & Trust 2002 - 2007
Education
Assumption College 1998 — 2002
Adam Martel Adam Martel's Investors Bank & Trust Experience June 2006 - July 2007
Job Major Gifts Officer at Babson College
Industry Higher Education
Experience
Babson College September 2014 - Present
Green Leaf Convenience April 2014 - Present
Emmanuel College September 2010 - August 2014
Emmanuel College October 2010 - April 2014
State Street July 2007 - May 2010
Boston College January 2007 - May 2010
Investors Bank & Trust June 2006 - July 2007
ARM Advertising January 2004 - June 2006
Skills
Fundraising, Public Speaking, Social Media, Coaching, Management, Research, Recruiting, Higher Education, Nonprofits, Event Planning, Mentoring, Leadership, Marketing, Social Networking, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Merrimack College 2001 — 2005
Bachelor of Arts, Communication
Babson College September 2014 - Present
Green Leaf Convenience April 2014 - Present
Emmanuel College September 2010 - August 2014
Emmanuel College October 2010 - April 2014
State Street July 2007 - May 2010
Boston College January 2007 - May 2010
Investors Bank & Trust June 2006 - July 2007
ARM Advertising January 2004 - June 2006
Skills
Fundraising, Public Speaking, Social Media, Coaching, Management, Research, Recruiting, Higher Education, Nonprofits, Event Planning, Mentoring, Leadership, Marketing, Social Networking, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Merrimack College 2001 — 2005
Bachelor of Arts, Communication
Blaire O'Neil's Investors Bank & Trust Experience June 2005 - August 2005
Job Lead Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Manulife Asset Management September 2015 - Present
Brown Brothers Harriman October 2011 - September 2015
Brown Brothers Harriman December 2007 - October 2011
Brown Brothers Harriman August 2009 - November 2009
Worcester Chamber of Commerce January 2007 - May 2007
State Street Bank June 2006 - August 2006
Investors Bank & Trust June 2005 - August 2005
Skills
Bloomberg, Corporate Actions, Mutual Funds, Fund Accounting, Securities, Equities, Hedge Funds, Bloomberg Terminal, Financial Services, Swaps, Bonds, Options, Trading Systems, Finance, ETFs, Fixed Income, Reference Data, Microsoft Excel, Customer Service
Education
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Hingham High School 1999 — 2003
Manulife Asset Management September 2015 - Present
Brown Brothers Harriman October 2011 - September 2015
Brown Brothers Harriman December 2007 - October 2011
Brown Brothers Harriman August 2009 - November 2009
Worcester Chamber of Commerce January 2007 - May 2007
State Street Bank June 2006 - August 2006
Investors Bank & Trust June 2005 - August 2005
Skills
Bloomberg, Corporate Actions, Mutual Funds, Fund Accounting, Securities, Equities, Hedge Funds, Bloomberg Terminal, Financial Services, Swaps, Bonds, Options, Trading Systems, Finance, ETFs, Fixed Income, Reference Data, Microsoft Excel, Customer Service
Education
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Hingham High School 1999 — 2003
Rob Chateauneuf Rob Chateauneuf's Investors Bank & Trust Experience November 2003 - February 2006
Job Vice President, Client Implementations at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac July 2013 - Present
Envestnet Tamarac August 2011 - June 2013
Tamarac Inc. May 2008 - July 2011
Jensen Investment Mangement March 2006 - March 2008
Investors Bank & Trust November 2003 - February 2006
Investors Bank & Trust April 2002 - October 2003
Alaska Airlines June 1998 - November 2001
US Navy February 1994 - September 1997
Skills
Customer Relations, Problem Solving, Team Building, Portfolio Management, Asset Management, Compliance, Investments, Leadership, Project Management, SDLC, Process Improvement, CRM, Analysis, Management, Integration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MBA
University of Washington 1997 — 2001
BA
Florida Institute of Technology 1992 — 1993
Envestnet Tamarac July 2013 - Present
Envestnet Tamarac August 2011 - June 2013
Tamarac Inc. May 2008 - July 2011
Jensen Investment Mangement March 2006 - March 2008
Investors Bank & Trust November 2003 - February 2006
Investors Bank & Trust April 2002 - October 2003
Alaska Airlines June 1998 - November 2001
US Navy February 1994 - September 1997
Skills
Customer Relations, Problem Solving, Team Building, Portfolio Management, Asset Management, Compliance, Investments, Leadership, Project Management, SDLC, Process Improvement, CRM, Analysis, Management, Integration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MBA
University of Washington 1997 — 2001
BA
Florida Institute of Technology 1992 — 1993
Michael Clare Michael Clare's Investors Bank & Trust Experience October 2005 - May 2007
Job Director of Institutional Business Development at GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management January 2015 - Present
GW&K Investment Management October 2010 - Present
The Boston Company July 2007 - October 2010
Investors Bank & Trust October 2005 - May 2007
Putnam Investments July 1999 - October 2005
Arl-Cam Realty Investments October 1996 - May 2003
Skills
Series 7, Investments, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
Master of Business Administration (M.B.A.)
Arizona State University 1996 — 2000
B.S., Political Science
Brewster Academy 1995 — 1996
Post Graduate Certificate, PG
Winchester High School 1991 — 1995
9-12
GW&K Investment Management January 2015 - Present
GW&K Investment Management October 2010 - Present
The Boston Company July 2007 - October 2010
Investors Bank & Trust October 2005 - May 2007
Putnam Investments July 1999 - October 2005
Arl-Cam Realty Investments October 1996 - May 2003
Skills
Series 7, Investments, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
Master of Business Administration (M.B.A.)
Arizona State University 1996 — 2000
B.S., Political Science
Brewster Academy 1995 — 1996
Post Graduate Certificate, PG
Winchester High School 1991 — 1995
9-12
J.Benjamin Vargas, MBA J.Benjamin Vargas, MBA's Investors Bank & Trust Experience August 2005 - August 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2008 - August 2010
First Bank January 2007 - December 2007
Investors Bank & Trust August 2005 - August 2006
DirectoryM August 2004 - August 2005
Skills
Financial Modeling, Mutual Funds, Fixed Income, Investments, Series 7, Financial Analysis, Portfolio Management, Bloomberg, Asset Allocation, Equities, Investment Management, Alternative Investments
Education
Brandeis University International Business School 2006 — 2007
MBA, Finance
Bentley College 2000 — 2004
Bachelors Degree, Economics-Finance
Northeastern University 2000 — 2002
BS, Economics-Finance
American School Foundation 1986 — 2000
High School
Wells Fargo Advisors, LLC August 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2008 - August 2010
First Bank January 2007 - December 2007
Investors Bank & Trust August 2005 - August 2006
DirectoryM August 2004 - August 2005
Skills
Financial Modeling, Mutual Funds, Fixed Income, Investments, Series 7, Financial Analysis, Portfolio Management, Bloomberg, Asset Allocation, Equities, Investment Management, Alternative Investments
Education
Brandeis University International Business School 2006 — 2007
MBA, Finance
Bentley College 2000 — 2004
Bachelors Degree, Economics-Finance
Northeastern University 2000 — 2002
BS, Economics-Finance
American School Foundation 1986 — 2000
High School
Adam Pignatelli's Investors Bank & Trust Experience 2000 - 2001
Job Shareholder at Rath, Young and Pignatelli, PC
Industry Law Practice
Experience
Rath, Young and Pignatelli, P.C. November 2013 - Present
Rath, Young and Pignatelli, P.C. October 2010 - November 2013
Cooter, Mangold, Deckelbaum & Karas, LLP September 2005 - September 2010
Investors Bank & Trust 2000 - 2001
Skills
Commercial Litigation, Medical Defense..., Electronic Discovery, Torts, Medical Malpractice, Litigation Support, Legal Advice, Corporate Law, Arbitration, Administrative Law, Employment Law, Hearings, Insurance Law, Appeals, Motions
Education
American University, Washington College of Law 2002 — 2005
J.D.
Tufts University 1997 — 2000
B.A., Philosophy, Psychology
Rath, Young and Pignatelli, P.C. November 2013 - Present
Rath, Young and Pignatelli, P.C. October 2010 - November 2013
Cooter, Mangold, Deckelbaum & Karas, LLP September 2005 - September 2010
Investors Bank & Trust 2000 - 2001
Skills
Commercial Litigation, Medical Defense..., Electronic Discovery, Torts, Medical Malpractice, Litigation Support, Legal Advice, Corporate Law, Arbitration, Administrative Law, Employment Law, Hearings, Insurance Law, Appeals, Motions
Education
American University, Washington College of Law 2002 — 2005
J.D.
Tufts University 1997 — 2000
B.A., Philosophy, Psychology
Jennifer Tieri (Meaney) Jennifer Tieri (Meaney)'s Investors Bank & Trust Experience 1999 - 2007
Job Vice President Fund Services, Training & Advisory at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2007 - Present
Investors Bank & Trust 1999 - 2007
MEDITECH 1996 - 1999
Skills
Training & Development, Instructional Design, Fund Accounting, Fund Administration, Information Mapping, Program Management, Technical Product..., Instructor-led Training, Staff Development, Training Strategy, Conversion Training, Human Resources, Systems Training, Training, Alternative Investments, ETFs, E-Learning, Employee Training, Training Delivery, Team Building, Onboarding, Management
Education
Bentley University 1997 — 2002
MBA, Marketing, High Distinction
Stonehill College 1992 — 1996
BS, Psychology/Sociology, Summa Cum Laude
Brown Brothers Harriman 2007 - Present
Investors Bank & Trust 1999 - 2007
MEDITECH 1996 - 1999
Skills
Training & Development, Instructional Design, Fund Accounting, Fund Administration, Information Mapping, Program Management, Technical Product..., Instructor-led Training, Staff Development, Training Strategy, Conversion Training, Human Resources, Systems Training, Training, Alternative Investments, ETFs, E-Learning, Employee Training, Training Delivery, Team Building, Onboarding, Management
Education
Bentley University 1997 — 2002
MBA, Marketing, High Distinction
Stonehill College 1992 — 1996
BS, Psychology/Sociology, Summa Cum Laude
Jim Condon Jim Condon's Investors Bank & Trust Experience June 1996 - June 1998
Job Chief Information Officer at Robeco Investment Management
Industry Financial Services
Experience
Robeco Investment Management October 2008 - Present
Robeco Investment Management January 2006 - September 2008
Boston Partners Asset Management March 2001 - January 2006
John Hancock January 2000 - March 2001
John Hancock June 1998 - January 2000
Investors Bank & Trust June 1996 - June 1998
Skills
SQL Server, Crystal Reports, Macgregor XIP, Bonaire REVPORT, Eagle PACE, Charles River IMS, VB.NET, Equity Trading, Microsoft Office, CRM, Trading Systems, MacGregor, Microsoft SQL Server, Fixed Income, Equities, Disaster Recovery, Change Management, Asset Management, Business Analysis, Market Data, IT Management, Investment Management, Data Warehousing, Electronic Trading, Corporate Actions, Enterprise Architecture, IT Strategy, Requirements Gathering, Settlement, Trading, Financial Markets, Financial Services, SDLC, SQL, Business Continuity, Order Management, Software Project..., Databases, IT Service Management, Data Modeling, Back Office, Derivatives, Bloomberg, Equity Derivatives, Options, Hedge Funds, Alternative Investments, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2007
MSIT, Information Technology
Northeastern University 2000 — 2000
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1996
Bachelor of Science (BS), Accounting
Robeco Investment Management October 2008 - Present
Robeco Investment Management January 2006 - September 2008
Boston Partners Asset Management March 2001 - January 2006
John Hancock January 2000 - March 2001
John Hancock June 1998 - January 2000
Investors Bank & Trust June 1996 - June 1998
Skills
SQL Server, Crystal Reports, Macgregor XIP, Bonaire REVPORT, Eagle PACE, Charles River IMS, VB.NET, Equity Trading, Microsoft Office, CRM, Trading Systems, MacGregor, Microsoft SQL Server, Fixed Income, Equities, Disaster Recovery, Change Management, Asset Management, Business Analysis, Market Data, IT Management, Investment Management, Data Warehousing, Electronic Trading, Corporate Actions, Enterprise Architecture, IT Strategy, Requirements Gathering, Settlement, Trading, Financial Markets, Financial Services, SDLC, SQL, Business Continuity, Order Management, Software Project..., Databases, IT Service Management, Data Modeling, Back Office, Derivatives, Bloomberg, Equity Derivatives, Options, Hedge Funds, Alternative Investments, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2007
MSIT, Information Technology
Northeastern University 2000 — 2000
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1996
Bachelor of Science (BS), Accounting
Christopher Winn Christopher Winn's Investors Bank & Trust Experience 1993 - 1997
Job RIA Transition and Compliance Strategist
Industry Investment Management
Experience
AdvisorAssist, LLC April 2006 - Present
MainStay Consulting Group LLC May 2006 - September 2010
Open Investing, Inc. July 2006 - June 2007
AdvisorNow, Inc. July 2006 - June 2007
Navigant Consulting, Inc. June 2005 - July 2006
Deutsche Asset Management 2004 - 2005
Deutsche Asset Management/DWS Investments 2004 - 2005
Evergreen Investments, Inc. 1997 - 2004
Investors Bank & Trust 1993 - 1997
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2001
MBA, Management Information Systems / Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
EBusiness, Graduate degree in E-Business
Stonehill College 1990 — 1994
BS, Accounting and Computer Information Systems
AdvisorAssist, LLC April 2006 - Present
MainStay Consulting Group LLC May 2006 - September 2010
Open Investing, Inc. July 2006 - June 2007
AdvisorNow, Inc. July 2006 - June 2007
Navigant Consulting, Inc. June 2005 - July 2006
Deutsche Asset Management 2004 - 2005
Deutsche Asset Management/DWS Investments 2004 - 2005
Evergreen Investments, Inc. 1997 - 2004
Investors Bank & Trust 1993 - 1997
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2001
MBA, Management Information Systems / Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
EBusiness, Graduate degree in E-Business
Stonehill College 1990 — 1994
BS, Accounting and Computer Information Systems
Erin Cleland's Investors Bank & Trust Experience 1999 - 1999
Job Relationship Manager | Complex Partnerships | Expertise in SubAdvisory
Industry Financial Services
Experience
Geode Capital Management November 2011 - Present
OppenheimerFunds July 2010 - March 2011
OFI Institutional Asset Management (OppenheimerFunds) March 2008 - July 2010
Wellington Management October 2002 - March 2007
Scudder Investments December 1999 - October 2002
Investors Bank & Trust 1999 - 1999
Skills
Sub-Advisory, Client Service, New Business Development, Process Improvement, Mutual Funds, Institutional, Client Advocacy, Business Analysis, Customer Relations, CRM, Financial Services, Equities, Asset Management, Strategy, Portfolio Management, Series 63, Business Development, Financial Modeling, Relationship Management, Business Process..., Fixed Income, Alternative Investments, Investment Strategies, Investment Management, Due Diligence, Management, Capital Markets, Leadership, Investment Advisory, Client Services, Securities, Series 7, Bloomberg, Wealth Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA
Geode Capital Management November 2011 - Present
OppenheimerFunds July 2010 - March 2011
OFI Institutional Asset Management (OppenheimerFunds) March 2008 - July 2010
Wellington Management October 2002 - March 2007
Scudder Investments December 1999 - October 2002
Investors Bank & Trust 1999 - 1999
Skills
Sub-Advisory, Client Service, New Business Development, Process Improvement, Mutual Funds, Institutional, Client Advocacy, Business Analysis, Customer Relations, CRM, Financial Services, Equities, Asset Management, Strategy, Portfolio Management, Series 63, Business Development, Financial Modeling, Relationship Management, Business Process..., Fixed Income, Alternative Investments, Investment Strategies, Investment Management, Due Diligence, Management, Capital Markets, Leadership, Investment Advisory, Client Services, Securities, Series 7, Bloomberg, Wealth Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA
Greg Leclair Greg Leclair's Investors Bank & Trust Experience July 1998 - June 2000
Job Accountant/Business Manager at Efficiency Maine Trust
Industry Government Administration
Experience
Efficiency Maine Trust December 2010 - Present
Windham & Westrbook High Schools June 2012 - Present
Applied Thermal Sciences, Inc. December 2009 - May 2010
KG Partners (formerly KempGoldberg) January 2006 - March 2009
KG Partners January 2006 - March 2009
Tourco, Inc October 2004 - July 2005
GrandBanks Capital February 2003 - October 2004
Management Ventures, Inc. February 2002 - December 2002
Renaissance Worldwide, Inc. June 2000 - August 2001
Investors Bank & Trust July 1998 - June 2000
Skills
Accounting, Financial Reporting, QuickBooks, Auditing, Financial Analysis, Budgets, Strategic Planning, Non-profits, Microsoft Office, Microsoft Excel, Microsoft Word, GAAP, Finance, General Ledger, Coaching, Forecasting, Accounts Payable, Nonprofits
Education
Assumption College 1995 — 1998
BA, Accounting
Saint Michael's College 1994 — 1995
Brunswick High School 1990 — 1994
Efficiency Maine Trust December 2010 - Present
Windham & Westrbook High Schools June 2012 - Present
Applied Thermal Sciences, Inc. December 2009 - May 2010
KG Partners (formerly KempGoldberg) January 2006 - March 2009
KG Partners January 2006 - March 2009
Tourco, Inc October 2004 - July 2005
GrandBanks Capital February 2003 - October 2004
Management Ventures, Inc. February 2002 - December 2002
Renaissance Worldwide, Inc. June 2000 - August 2001
Investors Bank & Trust July 1998 - June 2000
Skills
Accounting, Financial Reporting, QuickBooks, Auditing, Financial Analysis, Budgets, Strategic Planning, Non-profits, Microsoft Office, Microsoft Excel, Microsoft Word, GAAP, Finance, General Ledger, Coaching, Forecasting, Accounts Payable, Nonprofits
Education
Assumption College 1995 — 1998
BA, Accounting
Saint Michael's College 1994 — 1995
Brunswick High School 1990 — 1994
Jeff Vallera, CFA's Investors Bank & Trust Experience 2005 - 2006
Job Financial Analyst at Security Innovation
Industry Investment Management
Experience
Security Innovation May 2015 - Present
Robostox LLC 2014 - 2014
Fidelity Investments 2012 - 2013
Fidelity Investments 2006 - 2012
Investors Bank & Trust 2005 - 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Mutual Funds, Financial Analysis, Corporate Finance, Equity Research, Performance Attribution, Risk Management, Foreign Exchange, Valuation, Bloomberg, municipal underwriting, Essbase, Hyperion Interactive..., SQL, Credit Risk, Capital IQ, MS Excel Pivot Tables, Excel Models, Counterparty Risk, Process...
Education
Boston University - School of Management 2008 — 2009
M.S., Investment Management
Bentley University 2001 — 2005
B.S., Finance, Cum Laude
Security Innovation May 2015 - Present
Robostox LLC 2014 - 2014
Fidelity Investments 2012 - 2013
Fidelity Investments 2006 - 2012
Investors Bank & Trust 2005 - 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Mutual Funds, Financial Analysis, Corporate Finance, Equity Research, Performance Attribution, Risk Management, Foreign Exchange, Valuation, Bloomberg, municipal underwriting, Essbase, Hyperion Interactive..., SQL, Credit Risk, Capital IQ, MS Excel Pivot Tables, Excel Models, Counterparty Risk, Process...
Education
Boston University - School of Management 2008 — 2009
M.S., Investment Management
Bentley University 2001 — 2005
B.S., Finance, Cum Laude
Saju George Saju George's Investors Bank & Trust Experience 2004 - 2007
Job Systems Implementation Engineer at 3M Identity Management
Industry Information Technology and Services
Experience
3M Identity Management June 2012 - Present
SeaChange International January 2008 - June 2012
Investors Bank & Trust 2004 - 2007
Moeller Electric Corporation August 2002 - August 2004
Compunnel Software Group Inc November 2000 - August 2002
MSRIT Bangalore University January 1990 - October 2000
Skills
Security, Solution Architecture, Identity Management, Network Security, IT Strategy, Information Security, CISSP, Integration, Databases, Virtualization, Windows Server, Data Center, Servers, Telecommunications, Networking, Hardware, VMware, TCP/IP, SQL, Enterprise Architecture, Technical Support, System Architecture, Solaris, Operating Systems
Education
University of Massachusetts at Lowell 2013 — 2015
MBA, Information Technology
Bangalore University 1988 — 1990
MS, Electronics Engineering
3M Identity Management June 2012 - Present
SeaChange International January 2008 - June 2012
Investors Bank & Trust 2004 - 2007
Moeller Electric Corporation August 2002 - August 2004
Compunnel Software Group Inc November 2000 - August 2002
MSRIT Bangalore University January 1990 - October 2000
Skills
Security, Solution Architecture, Identity Management, Network Security, IT Strategy, Information Security, CISSP, Integration, Databases, Virtualization, Windows Server, Data Center, Servers, Telecommunications, Networking, Hardware, VMware, TCP/IP, SQL, Enterprise Architecture, Technical Support, System Architecture, Solaris, Operating Systems
Education
University of Massachusetts at Lowell 2013 — 2015
MBA, Information Technology
Bangalore University 1988 — 1990
MS, Electronics Engineering
Jennifer Biron, CIA's Investors Bank & Trust Experience September 2002 - November 2003
Job Framework Development Manager Acquisitions, Senior Assurance Manager at The RiverStone Group
Industry Insurance
Experience
The RiverStone Group March 2015 - Present
The RiverStone Group May 2011 - Present
Comverse November 2009 - May 2011
Robert Half Management Resources July 2009 - October 2009
ALTRAN Control Solutions June 2009 - July 2009
Control Solutions International January 2005 - March 2009
Project Control Companies December 2003 - January 2005
Investors Bank & Trust September 2002 - November 2003
Investors Bank & Trust June 1999 - August 2002
Skills
Internal Controls, Internal Audit, SOX, Compliance, Risk Management, Corporate Governance, Communication Skills, Personal Development, Risk Assessment, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Accounting, Financial Risk, Assurance, COSO, Revenue Recognition, US GAAP, IFRS, GAAP, Business Process, Process Improvement, Operational Risk..., Management, Finance, Financial Services, Strategy, External Audit, Financial Audits, Tax, Managerial Finance, SOX 404, Financial Analysis, Mergers & Acquisitions
Education
Bentley University 1995 — 1999
Bachelors of Science, Finance
The RiverStone Group March 2015 - Present
The RiverStone Group May 2011 - Present
Comverse November 2009 - May 2011
Robert Half Management Resources July 2009 - October 2009
ALTRAN Control Solutions June 2009 - July 2009
Control Solutions International January 2005 - March 2009
Project Control Companies December 2003 - January 2005
Investors Bank & Trust September 2002 - November 2003
Investors Bank & Trust June 1999 - August 2002
Skills
Internal Controls, Internal Audit, SOX, Compliance, Risk Management, Corporate Governance, Communication Skills, Personal Development, Risk Assessment, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Accounting, Financial Risk, Assurance, COSO, Revenue Recognition, US GAAP, IFRS, GAAP, Business Process, Process Improvement, Operational Risk..., Management, Finance, Financial Services, Strategy, External Audit, Financial Audits, Tax, Managerial Finance, SOX 404, Financial Analysis, Mergers & Acquisitions
Education
Bentley University 1995 — 1999
Bachelors of Science, Finance
Joseph H. DeCristofaro Joseph H. DeCristofaro's Investors Bank & Trust Experience December 2006 - July 2007
Job Senior Employee Benefits Professional also with experience managing Compensation and certain other HR Operations
Industry Financial Services
Experience
Children's Hospital March 2009 - June 2009
Keystone Associates November 2008 - March 2009
Natixis Global Asset Management August 2007 - May 2008
NATIXIS GLOBAL ASSET MANAGEMENT 2007 - 2008
Investors Bank & Trust December 2006 - July 2007
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2006 - 2007
BOSTON SCIENTIFIC CORPORATION January 2005 - June 2006
Boston Scientific Corporation January 2005 - May 2006
Boston Scientific Corporation October 2001 - December 2004
Skills
PeopleSoft, Human Resources, Employee Benefits, Vendor Management, Strategy, Workforce Planning, Strategic Planning, Payroll, Interviews, Employee Engagement, Talent Management, Succession Planning, Performance Management, Leadership, Deferred Compensation, Talent Acquisition, CRM, Management, Personnel Management, Employee Relations, Training, Recruiting, Shared Services, Onboarding, Program Management
Education
Bentley University
Bachelor of Science, Accounting
Bentley University
Bachelor of Science, Accounting
Suffolk University
Master, Business Administration
Suffolk University - Sawyer Business School
MBA, Masters of Business Administration
Children's Hospital March 2009 - June 2009
Keystone Associates November 2008 - March 2009
Natixis Global Asset Management August 2007 - May 2008
NATIXIS GLOBAL ASSET MANAGEMENT 2007 - 2008
Investors Bank & Trust December 2006 - July 2007
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2006 - 2007
BOSTON SCIENTIFIC CORPORATION January 2005 - June 2006
Boston Scientific Corporation January 2005 - May 2006
Boston Scientific Corporation October 2001 - December 2004
Skills
PeopleSoft, Human Resources, Employee Benefits, Vendor Management, Strategy, Workforce Planning, Strategic Planning, Payroll, Interviews, Employee Engagement, Talent Management, Succession Planning, Performance Management, Leadership, Deferred Compensation, Talent Acquisition, CRM, Management, Personnel Management, Employee Relations, Training, Recruiting, Shared Services, Onboarding, Program Management
Education
Bentley University
Bachelor of Science, Accounting
Bentley University
Bachelor of Science, Accounting
Suffolk University
Master, Business Administration
Suffolk University - Sawyer Business School
MBA, Masters of Business Administration
Bruce Berry's Investors Bank & Trust Experience October 1991 - March 1994
Job Training and Documentation Specialist at Pentaho
Industry Information Technology and Services
Experience
Pentaho March 2012 - Present
LexisNexis April 2010 - June 2012
PARIO, Inc. October 2009 - January 2011
RWD Technologies September 2008 - September 2009
Canterbury School of Florida August 2004 - June 2008
DC Public Schools August 2002 - June 2004
Nextel August 2000 - February 2002
Usertech September 1997 - April 2000
Phoenix Systems March 1994 - September 1997
Investors Bank & Trust October 1991 - March 1994
Skills
Business Intelligence..., OBIEE, Microsoft Office, Instructional Design, Software Documentation, E-Learning, Training, Instructor-led Training, Blended Learning, Training Delivery, Change Management, Learning Management..., ERP, Oracle, Business Intelligence, PeopleSoft, Requirements Analysis, Leadership Development, Captivate, End User Training, Business Process, Curriculum Design, Management, Needs Analysis, Crystal Reports, Learning Management, Technical Writing
Education
American University 2002 — 2004
MA, Teaching
Wright State University 1982 — 1986
BS, Human Factors
Pentaho March 2012 - Present
LexisNexis April 2010 - June 2012
PARIO, Inc. October 2009 - January 2011
RWD Technologies September 2008 - September 2009
Canterbury School of Florida August 2004 - June 2008
DC Public Schools August 2002 - June 2004
Nextel August 2000 - February 2002
Usertech September 1997 - April 2000
Phoenix Systems March 1994 - September 1997
Investors Bank & Trust October 1991 - March 1994
Skills
Business Intelligence..., OBIEE, Microsoft Office, Instructional Design, Software Documentation, E-Learning, Training, Instructor-led Training, Blended Learning, Training Delivery, Change Management, Learning Management..., ERP, Oracle, Business Intelligence, PeopleSoft, Requirements Analysis, Leadership Development, Captivate, End User Training, Business Process, Curriculum Design, Management, Needs Analysis, Crystal Reports, Learning Management, Technical Writing
Education
American University 2002 — 2004
MA, Teaching
Wright State University 1982 — 1986
BS, Human Factors
Mark Gies Mark Gies's Investors Bank & Trust Experience May 2004 - May 2006
Job VP, Reliability and Compliance at PanelClaw, Inc.
Industry Renewables & Environment
Experience
PanelClaw, Inc. March 2009 - Present
Inventor's Workshop May 2006 - March 2009
Investors Bank & Trust May 2004 - May 2006
Cool Dog Inc April 2003 - May 2004
Apps4Biz July 2001 - November 2002
AppNet November 1999 - May 2001
Repak, Inc. January 1999 - August 1999
MacNeill Engineering Company December 1996 - September 1998
Vision Sciences October 1994 - December 1996
TRW September 1991 - October 1994
Skills
Renewable Energy, Entrepreneurship, Project Management, Product Development, Solar Energy, Start-ups, Manufacturing, Photovoltaics, Engineering, Alternative Energy, Strategy, Energy, Engineering Management, Business Development, Leadership, Energy Efficiency, Wind, Energy Management, Sustainable Energy, Cleantech, Energy Policy, Sustainability, Smart Grid, Energy Conservation, Biomass, Solar PV, Energy Audits, Sustainability..., Electrical Engineering, Power Generation, Solar Thermal, Project Finance, Green Building, Venture Capital, Energy Markets, PV, CAD, Due Diligence, Solidworks, Semiconductors, Electronics, Corporate Development
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA
Dartmouth College - Thayer School of Engineering at Dartmouth 1986 — 1988
ME
Dartmouth College 1982 — 1986
BA
Phillips Exeter Academy 1979 — 1982
High School Diploma
PanelClaw, Inc. March 2009 - Present
Inventor's Workshop May 2006 - March 2009
Investors Bank & Trust May 2004 - May 2006
Cool Dog Inc April 2003 - May 2004
Apps4Biz July 2001 - November 2002
AppNet November 1999 - May 2001
Repak, Inc. January 1999 - August 1999
MacNeill Engineering Company December 1996 - September 1998
Vision Sciences October 1994 - December 1996
TRW September 1991 - October 1994
Skills
Renewable Energy, Entrepreneurship, Project Management, Product Development, Solar Energy, Start-ups, Manufacturing, Photovoltaics, Engineering, Alternative Energy, Strategy, Energy, Engineering Management, Business Development, Leadership, Energy Efficiency, Wind, Energy Management, Sustainable Energy, Cleantech, Energy Policy, Sustainability, Smart Grid, Energy Conservation, Biomass, Solar PV, Energy Audits, Sustainability..., Electrical Engineering, Power Generation, Solar Thermal, Project Finance, Green Building, Venture Capital, Energy Markets, PV, CAD, Due Diligence, Solidworks, Semiconductors, Electronics, Corporate Development
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA
Dartmouth College - Thayer School of Engineering at Dartmouth 1986 — 1988
ME
Dartmouth College 1982 — 1986
BA
Phillips Exeter Academy 1979 — 1982
High School Diploma
Michelle Legere's Investors Bank & Trust Experience September 2004 - November 2007
Job Sr. Product Manager at Constant Contact
Industry Information Technology and Services
Experience
Constant Contact February 2014 - Present
High Street Partners May 2013 - November 2013
IntraLinks October 2012 - May 2013
Omgeo January 2010 - October 2012
Omgeo July 2008 - January 2010
Investors Bank & Trust September 2004 - November 2007
Excelergy June 2001 - September 2004
Excelergy February 2000 - June 2001
Keane April 1997 - February 2000
Skills
Agile Methodologies, Business Analysis, Product Management, Business Requirements, Scrum, SDLC, SaaS, Cross-functional Team..., Quality Assurance, Software Development, Waterfall, Software Documentation, Project Management, XML, Functional..., User Stories, Product Development, Enterprise Software, Systems Analysis, Use Case Analysis, Test Planning, Financial Services, Energy, User Acceptance Testing, Agile development, Product backlog..., User Interface Design, Iterative development, Acceptance Criteria, Cost Analysis, Workflow Analysis, UML, Documentation, Billing Systems, Social Media Marketing, Competitive Analysis, Lean Software..., Small Business Marketing, Cross-functional...
Education
Emerson College
MFA, Creative Writing, Literature & Publishing
Bentley University
BS, Business Communication
Constant Contact February 2014 - Present
High Street Partners May 2013 - November 2013
IntraLinks October 2012 - May 2013
Omgeo January 2010 - October 2012
Omgeo July 2008 - January 2010
Investors Bank & Trust September 2004 - November 2007
Excelergy June 2001 - September 2004
Excelergy February 2000 - June 2001
Keane April 1997 - February 2000
Skills
Agile Methodologies, Business Analysis, Product Management, Business Requirements, Scrum, SDLC, SaaS, Cross-functional Team..., Quality Assurance, Software Development, Waterfall, Software Documentation, Project Management, XML, Functional..., User Stories, Product Development, Enterprise Software, Systems Analysis, Use Case Analysis, Test Planning, Financial Services, Energy, User Acceptance Testing, Agile development, Product backlog..., User Interface Design, Iterative development, Acceptance Criteria, Cost Analysis, Workflow Analysis, UML, Documentation, Billing Systems, Social Media Marketing, Competitive Analysis, Lean Software..., Small Business Marketing, Cross-functional...
Education
Emerson College
MFA, Creative Writing, Literature & Publishing
Bentley University
BS, Business Communication
Michael Marshall, CIC's Investors Bank & Trust Experience 2000 - 2003
Job President, JJM Insurance Agency, Inc
Industry Insurance
Experience
JJM Insurance Agency, Inc June 2005 - Present
IAABO Board #26 September 2007 - Present
Shrewsbury Little Leauge June 2013 - Present
Emerald Club December 2011 - June 2014
MAIA April 2011 - January 2013
Bisys Hedge Fund Services September 2003 - June 2005
Investors Bank & Trust 2000 - 2003
Skills
General Liability, Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Condominium Insurance, Auto Insurance, Notary Public, Mortgage Insurance, Home Insurance, Small Businesss..., Contractors Insurance, Special Education, Fundraising, Small Business, Baseball, Coaching, General Insurance, Liability, Commercial Lines, Legal Liability, Homeowners, Professional Liability, Management, Brokers, Life Insurance, Casualty, Underwriting, Financial Services, Umbrella Insurance, Sales
Education
Assumption College 1996 — 2000
Undergrad, Marketing, Finance
St Johns High School 1992 — 1996
JJM Insurance Agency, Inc June 2005 - Present
IAABO Board #26 September 2007 - Present
Shrewsbury Little Leauge June 2013 - Present
Emerald Club December 2011 - June 2014
MAIA April 2011 - January 2013
Bisys Hedge Fund Services September 2003 - June 2005
Investors Bank & Trust 2000 - 2003
Skills
General Liability, Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Condominium Insurance, Auto Insurance, Notary Public, Mortgage Insurance, Home Insurance, Small Businesss..., Contractors Insurance, Special Education, Fundraising, Small Business, Baseball, Coaching, General Insurance, Liability, Commercial Lines, Legal Liability, Homeowners, Professional Liability, Management, Brokers, Life Insurance, Casualty, Underwriting, Financial Services, Umbrella Insurance, Sales
Education
Assumption College 1996 — 2000
Undergrad, Marketing, Finance
St Johns High School 1992 — 1996
Marlena Fitts's Investors Bank & Trust Experience 1991 - 1999
Job
Industry Investment Management
Experience
Advent Software January 2005 - March 2013
IGEFI 2003 - 2005
PwC Consulting 1999 - 2003
Investors Bank & Trust 1991 - 1999
Skills
Contract Negotiation, Customer Relations, New Business Development, Requirements Analysis, Account Management, Acquisition Integration, Business Process..., Customer Service, Mutual Funds, Strategy, Integration, Hedge Funds, CRM, Business Development, Business Strategy, Management Consulting, Management, Process Improvement, Analysis, Mergers & Acquisitions, Business Analysis, Asset Management, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Masters, Science in Finance
Babson College 1987 — 1991
BS, Finance, Investments & Communications
Advent Software January 2005 - March 2013
IGEFI 2003 - 2005
PwC Consulting 1999 - 2003
Investors Bank & Trust 1991 - 1999
Skills
Contract Negotiation, Customer Relations, New Business Development, Requirements Analysis, Account Management, Acquisition Integration, Business Process..., Customer Service, Mutual Funds, Strategy, Integration, Hedge Funds, CRM, Business Development, Business Strategy, Management Consulting, Management, Process Improvement, Analysis, Mergers & Acquisitions, Business Analysis, Asset Management, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Masters, Science in Finance
Babson College 1987 — 1991
BS, Finance, Investments & Communications
Frank Schueler's Investors Bank & Trust Experience December 1999 - December 2004
Job software developer at Massachusetts Department of Industrial Accidents
Industry Government Administration
Experience
Massachusetts Department of Industrial Accidents May 2005 - Present
Investors Bank & Trust December 1999 - December 2004
Insurance Technology Services of America (ITSA) June 1999 - December 1999
Liberty Mutual January 1999 - June 1999
Colonial Mutual Funds December 1991 - December 1996
CMGI December 1990 - December 1991
UNITRONIX CORPORATION January 1991 - August 1991
TAD December 1988 - December 1990
United Way of Massachusetts Bay March 1987 - December 1988
Melrose Free Press 1978 - 1987
Skills
XML, SQL, ASP, Sybase, JavaScript, PL/SQL, Software Development, Database Design, PowerBuilder, HTML, Database Development, Application Development, UML, Oracle SQL, Databases, Unix, Unix Shell Scripting, Oracle APEX, Oracle Forms & Reports, Informix, SDLC, SharePoint
Education
North Shore Community College 1990 — 1991
Criminal Justice/Law Enforcement Administration
Bentley University 1987 — 1989
Accounting and Finance
Middlesex Community College 1985 — 1987
Computer Science
Lowell Technological Institute 1975 — 1976
Civil Engineering
Melrose High School 1970 — 1974
Yes
Massachusetts Department of Industrial Accidents May 2005 - Present
Investors Bank & Trust December 1999 - December 2004
Insurance Technology Services of America (ITSA) June 1999 - December 1999
Liberty Mutual January 1999 - June 1999
Colonial Mutual Funds December 1991 - December 1996
CMGI December 1990 - December 1991
UNITRONIX CORPORATION January 1991 - August 1991
TAD December 1988 - December 1990
United Way of Massachusetts Bay March 1987 - December 1988
Melrose Free Press 1978 - 1987
Skills
XML, SQL, ASP, Sybase, JavaScript, PL/SQL, Software Development, Database Design, PowerBuilder, HTML, Database Development, Application Development, UML, Oracle SQL, Databases, Unix, Unix Shell Scripting, Oracle APEX, Oracle Forms & Reports, Informix, SDLC, SharePoint
Education
North Shore Community College 1990 — 1991
Criminal Justice/Law Enforcement Administration
Bentley University 1987 — 1989
Accounting and Finance
Middlesex Community College 1985 — 1987
Computer Science
Lowell Technological Institute 1975 — 1976
Civil Engineering
Melrose High School 1970 — 1974
Yes
Alex Plotkin Alex Plotkin's Investors Bank & Trust Experience January 2002 - January 2007
Job Commercial Insurance Underwriter at Central Insurance Companies/Social Media Director Alliance of Technology and Women
Industry Insurance
Experience
The Hartford Financial Services Corp April 2011 - September 2012
Travelers August 2007 - April 2011
Investors Bank & Trust January 2002 - January 2007
Center For Labor Market Studies June 2001 - September 2001
Datek Online September 1999 - June 2000
Skills
Underwriting, Insurance, Commercial Insurance, Risk Management, Liability, Property & Casualty..., Financial Analysis, Tableau, Workers Compensation, Professional Liability, Financial Risk, Legal Liability, Analysis, General Insurance, Strategic Planning, Financial Modeling, Regression Analysis, Statistical Modeling, MS Excel Pivot Tables, Microsoft Excel, Toastmasters, SAS, SPSS, Statistics, Data Analysis, Customer Service, Risk Analysis, Market Research, PowerPoint, Market Analysis, Data Warehousing, Data Mining, Cost Accounting, Data Collection, Macroeconomics, Public Speaking, Forecasting, Business Intelligence, Claim, CRM, Banking, Technology E&O, Claims Handling, Brokers, Claims Management, Finance, Pricing, Management, Executive Management, Casualty
Education
Bentley University 2004 — 2014
MBA, Risk Management, 3.4
Northeastern University 2000 — 2002
MA, Economics, 3.3
State University of New York 1993 — 1997
BA and Minor, History/Accounting
The Institutes 2015 — 2018
Chartered Property Casualty Underwriter, Insurance
The Hartford Financial Services Corp April 2011 - September 2012
Travelers August 2007 - April 2011
Investors Bank & Trust January 2002 - January 2007
Center For Labor Market Studies June 2001 - September 2001
Datek Online September 1999 - June 2000
Skills
Underwriting, Insurance, Commercial Insurance, Risk Management, Liability, Property & Casualty..., Financial Analysis, Tableau, Workers Compensation, Professional Liability, Financial Risk, Legal Liability, Analysis, General Insurance, Strategic Planning, Financial Modeling, Regression Analysis, Statistical Modeling, MS Excel Pivot Tables, Microsoft Excel, Toastmasters, SAS, SPSS, Statistics, Data Analysis, Customer Service, Risk Analysis, Market Research, PowerPoint, Market Analysis, Data Warehousing, Data Mining, Cost Accounting, Data Collection, Macroeconomics, Public Speaking, Forecasting, Business Intelligence, Claim, CRM, Banking, Technology E&O, Claims Handling, Brokers, Claims Management, Finance, Pricing, Management, Executive Management, Casualty
Education
Bentley University 2004 — 2014
MBA, Risk Management, 3.4
Northeastern University 2000 — 2002
MA, Economics, 3.3
State University of New York 1993 — 1997
BA and Minor, History/Accounting
The Institutes 2015 — 2018
Chartered Property Casualty Underwriter, Insurance
Piotr Lukasinski Piotr Lukasinski's Investors Bank & Trust Experience August 2006 - November 2007
Job Project Consultant at Santander (Isban US)
Industry Financial Services
Experience
Santander May 2011 - Present
Bank of America September 2010 - May 2011
Bank of New York Mellon April 2008 - June 2010
Investors Bank & Trust August 2006 - November 2007
Mellon Financial Corporation July 2003 - August 2006
Bank BPH (HVB Group) November 2002 - May 2003
BRE Bank (mBank) March 2002 - November 2002
Skills
Business Analysis, Risk Management, Management, Strategy, Integration, Project Management, Process Improvement, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2009
MBA, Management, 3.79
Warsaw School of Economics 1994 — 1999
Master’s Degree, International Business and Political Relations
Santander May 2011 - Present
Bank of America September 2010 - May 2011
Bank of New York Mellon April 2008 - June 2010
Investors Bank & Trust August 2006 - November 2007
Mellon Financial Corporation July 2003 - August 2006
Bank BPH (HVB Group) November 2002 - May 2003
BRE Bank (mBank) March 2002 - November 2002
Skills
Business Analysis, Risk Management, Management, Strategy, Integration, Project Management, Process Improvement, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2009
MBA, Management, 3.79
Warsaw School of Economics 1994 — 1999
Master’s Degree, International Business and Political Relations
Michael Basile's Investors Bank & Trust Experience August 2001 - September 2002
Job Patron Spirits CompanyArea Manager (MA)
Industry Wine and Spirits
Experience
Patrón Spirits Company August 2015 - Present
Bacardi USA April 2009 - July 2015
Bacardi USA August 2005 - April 2009
United Liquors September 2002 - August 2005
Investors Bank & Trust August 2001 - September 2002
Skills
Management, Brand Management, Sales, Sales Management, Marketing Strategy, Trade Marketing, Pricing, KPI Implementation, Innovation Management, Market Planning, Beverage Industry, Alcoholic Beverages, Brand Development, Pricing Strategy, Marketing, Forecasting, Account Management, Advertising, Product Development, Shopper Marketing, Key Account Management, Key Account Development, CSS, Decker, Merchandising, Sales Promotion, Customer Relations, Field Marketing, Sales Presentations, Nielsen Data, Sampling Plans, Budget Management, POS, Distribution
Education
Assumption College 1997 — 2001
Bachelor of Arts (B.A.), Marketing
Patrón Spirits Company August 2015 - Present
Bacardi USA April 2009 - July 2015
Bacardi USA August 2005 - April 2009
United Liquors September 2002 - August 2005
Investors Bank & Trust August 2001 - September 2002
Skills
Management, Brand Management, Sales, Sales Management, Marketing Strategy, Trade Marketing, Pricing, KPI Implementation, Innovation Management, Market Planning, Beverage Industry, Alcoholic Beverages, Brand Development, Pricing Strategy, Marketing, Forecasting, Account Management, Advertising, Product Development, Shopper Marketing, Key Account Management, Key Account Development, CSS, Decker, Merchandising, Sales Promotion, Customer Relations, Field Marketing, Sales Presentations, Nielsen Data, Sampling Plans, Budget Management, POS, Distribution
Education
Assumption College 1997 — 2001
Bachelor of Arts (B.A.), Marketing
Shannon Llewellyn's Investors Bank & Trust Experience 2000 - 2004
Job Senior Compliance Manager at DMA
Industry Utilities
Experience
DMA July 2014 - September 2015
NSTAR January 2005 - July 2013
Investors Bank & Trust 2000 - 2004
Sovereign Bank 1999 - 2000
Filene's Basement 1998 - 1999
Skills
Internal Controls, Risk Management, Sarbanes-Oxley Act, Auditing, Analysis, Process Improvement, Energy, Business Process..., Risk Assessment, Variance Analysis, Due Diligence, Governance, Internal Audit, Finance, Management, Program Management
Education
Assumption College 1994 — 1998
Bachelor's degree, Political Science and Government
St Clare High School
DMA July 2014 - September 2015
NSTAR January 2005 - July 2013
Investors Bank & Trust 2000 - 2004
Sovereign Bank 1999 - 2000
Filene's Basement 1998 - 1999
Skills
Internal Controls, Risk Management, Sarbanes-Oxley Act, Auditing, Analysis, Process Improvement, Energy, Business Process..., Risk Assessment, Variance Analysis, Due Diligence, Governance, Internal Audit, Finance, Management, Program Management
Education
Assumption College 1994 — 1998
Bachelor's degree, Political Science and Government
St Clare High School
Brian Flynn's Investors Bank & Trust Experience 1992 - 1996
Job Enterprise Sales at Castlight Health
Industry Computer Software
Experience
Castlight Health March 2014 - Present
Armstrong Franklin May 2011 - March 2014
Accountants International, a Randstad Company January 2009 - May 2011
Vedior Professional Services November 1996 - May 2011
Investors Bank & Trust 1992 - 1996
Skills
Executive Search, Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Permanent Placement, Temporary Staffing, Applicant Tracking..., Account Management, Temporary Placement, Internet Recruiting, Benefits Negotiation, New Business Development, Talent Management, Cold Calling, Resume Writing, Banking, Networking, Consulting, Enterprise Software, Leadership, Management, Sales, Start-ups
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MBA, Finance
Massachusetts College of Liberal Arts 1987 — 1991
BSBA, Finance
Marlborough High School 1983 — 1987
High School Diploma
Castlight Health March 2014 - Present
Armstrong Franklin May 2011 - March 2014
Accountants International, a Randstad Company January 2009 - May 2011
Vedior Professional Services November 1996 - May 2011
Investors Bank & Trust 1992 - 1996
Skills
Executive Search, Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Permanent Placement, Temporary Staffing, Applicant Tracking..., Account Management, Temporary Placement, Internet Recruiting, Benefits Negotiation, New Business Development, Talent Management, Cold Calling, Resume Writing, Banking, Networking, Consulting, Enterprise Software, Leadership, Management, Sales, Start-ups
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MBA, Finance
Massachusetts College of Liberal Arts 1987 — 1991
BSBA, Finance
Marlborough High School 1983 — 1987
High School Diploma
Karen Keenan's Investors Bank & Trust Experience October 2006 - July 2007
Job EVP at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
CLS Group. April 2013 - Present
State Street Bank September 2012 - September 2014
State Street October 2010 - September 2012
State Street July 2007 - September 2010
Investors Bank & Trust October 2006 - July 2007
Investors Bank & Trust November 1995 - February 2002
Investors Bank & Trust June 1991 - October 1995
Investors Bank & Trust June 1990 - June 1991
Investors Bank & Trust August 1989 - June 1990
Education
Babson College 1988 — 1991
M.B.A., Finance
Bentley College 1980 — 1984
B.S., Accountancy
State Street September 2014 - Present
CLS Group. April 2013 - Present
State Street Bank September 2012 - September 2014
State Street October 2010 - September 2012
State Street July 2007 - September 2010
Investors Bank & Trust October 2006 - July 2007
Investors Bank & Trust November 1995 - February 2002
Investors Bank & Trust June 1991 - October 1995
Investors Bank & Trust June 1990 - June 1991
Investors Bank & Trust August 1989 - June 1990
Education
Babson College 1988 — 1991
M.B.A., Finance
Bentley College 1980 — 1984
B.S., Accountancy
Adam Schilke's Investors Bank & Trust Experience September 2004 - April 2005
Job Senior Consultant at Public Consulting Group
Industry Management Consulting
Experience
Public Consulting Group June 2015 - Present
Public Consulting Group 2012 - Present
Analog Devices September 2010 - May 2011
Bumble Bee Foods October 2005 - June 2008
Investors Bank & Trust September 2004 - April 2005
Skills
Business Intelligence, Analysis, SAP, Leadership, Management, Business Strategy, Accounting, Sales, Financial Modeling, Data Analysis, Business Analysis, Financial Analysis, Access, Process Improvement, Business Process, Management Consulting, Project Management, Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Management
Providence College 2000 — 2004
Bachelor of Arts, Political Science
Public Consulting Group June 2015 - Present
Public Consulting Group 2012 - Present
Analog Devices September 2010 - May 2011
Bumble Bee Foods October 2005 - June 2008
Investors Bank & Trust September 2004 - April 2005
Skills
Business Intelligence, Analysis, SAP, Leadership, Management, Business Strategy, Accounting, Sales, Financial Modeling, Data Analysis, Business Analysis, Financial Analysis, Access, Process Improvement, Business Process, Management Consulting, Project Management, Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Management
Providence College 2000 — 2004
Bachelor of Arts, Political Science
Virginia C. Crosa Virginia C. Crosa's Investors Bank & Trust Experience January 2001 - December 2003
Job Vice President Global Compensation & HRIS at Forrester Research
Industry Human Resources
Experience
Forrester Research September 2013 - Present
Forrester Research January 2008 - August 2013
Forrester Research January 2004 - December 2007
Investors Bank & Trust January 2001 - December 2003
Investors Bank & Trust July 1999 - December 2000
Education-focused Non-profit Organization June 1997 - April 1999
Skills
Leadership, Relationship Management, Leadership Development, Coaching, Performance Management, Organizational Design, Employee Engagement, Employee Relations, Program Management, Strategic Planning, Change Management, Organizational..., Project Management, Compensation Structure..., Philanthropy, Corporate Social..., Talent Acquisition, Financial Services, SuccessFactors, Taleo, Myers-Briggs Certified, Situational Leadership, High Performance..., Training, Cross-functional Team..., Succession Planning, Start-ups, Employee Training, Personnel Management, Employee Benefits, Management
Education
Babson College 2001 — 2004
MBA, Organizational Development and Finance
Middlebury College 1993 — 1997
Bachelor of Arts (B.A.), English, Psychology, and Education
Forrester Research September 2013 - Present
Forrester Research January 2008 - August 2013
Forrester Research January 2004 - December 2007
Investors Bank & Trust January 2001 - December 2003
Investors Bank & Trust July 1999 - December 2000
Education-focused Non-profit Organization June 1997 - April 1999
Skills
Leadership, Relationship Management, Leadership Development, Coaching, Performance Management, Organizational Design, Employee Engagement, Employee Relations, Program Management, Strategic Planning, Change Management, Organizational..., Project Management, Compensation Structure..., Philanthropy, Corporate Social..., Talent Acquisition, Financial Services, SuccessFactors, Taleo, Myers-Briggs Certified, Situational Leadership, High Performance..., Training, Cross-functional Team..., Succession Planning, Start-ups, Employee Training, Personnel Management, Employee Benefits, Management
Education
Babson College 2001 — 2004
MBA, Organizational Development and Finance
Middlebury College 1993 — 1997
Bachelor of Arts (B.A.), English, Psychology, and Education
Sarah Devarenne's Investors Bank & Trust Experience January 2001 - January 2004
Job Sales Enablement Support Contractor through Winter Wyman
Industry Computer Software
Experience
EMD Millipore March 2013 - January 2015
EMD Millipore January 2011 - July 2012
EMD Serono, Inc. January 2008 - January 2010
Investors Bank & Trust January 2001 - January 2004
Concept Five Technologies January 1999 - January 2001
PTC January 1997 - January 1998
Skills
Biotechnology, Pharmaceutical Industry, Sop, Administrative..., Lifesciences, FDA, GMP, Office Management, Event Planning, Life Sciences, Process Improvement, PowerPoint, Administrative..., Customer Service, Microsoft Office
Education
Bancroft School of Massage Therapy
EMD Millipore March 2013 - January 2015
EMD Millipore January 2011 - July 2012
EMD Serono, Inc. January 2008 - January 2010
Investors Bank & Trust January 2001 - January 2004
Concept Five Technologies January 1999 - January 2001
PTC January 1997 - January 1998
Skills
Biotechnology, Pharmaceutical Industry, Sop, Administrative..., Lifesciences, FDA, GMP, Office Management, Event Planning, Life Sciences, Process Improvement, PowerPoint, Administrative..., Customer Service, Microsoft Office
Education
Bancroft School of Massage Therapy
Michael Stenger, M. Ed.'s Investors Bank & Trust Experience May 2000 - August 2000
Job Experienced Organizational Management Professional
Industry Education Management
Experience
ITT Technical Institute January 2014 - Present
ITT Technical Institute October 2011 - January 2014
ITT Technical Institute May 2011 - October 2011
ITT Technical Institute March 2009 - May 2011
ITT Technical Institute June 2006 - April 2010
Premier Education Group (The Salter School) August 2005 - May 2006
Bay State College September 2004 - January 2005
The New England Institute of Art September 2003 - September 2004
Endicott College September 2000 - May 2002
Investors Bank & Trust May 2000 - August 2000
Skills
Higher Education..., Group Presentations, Development Of Teams, Conflict Resolution, Teaching Experience, Leadership Mentoring, Youth Mentoring, Listening Skills, Event Planning, Project Planning, Higher Education, Admissions, Adult Education, Career Counseling, Coaching, Curriculum Design, Customer Service, Curriculum Development, Employee Training, Enrollment Management, Interviews, Leadership, Leadership Development, Staff Development, Retaining Customers, Research, Recruiting, Public Speaking, Mentoring, Teaching, Training, Team Building, CampusVue, Nonprofits, Student Affairs, Teacher Training, Strategic Planning, Student Development, Management, Academic Advising, Microsoft Office, Community Outreach
Education
Endicott College 2001 — 2005
Master of Education, Organizational Management
State University of New York College at Brockport 1992 — 1994
Bachelor of Science, Political Science
Up With People 1991 — 1992
International Leadership
Alfred State College - SUNY College of Technology 1988 — 1991
Associate in Science, Individual Studies
ITT Technical Institute January 2014 - Present
ITT Technical Institute October 2011 - January 2014
ITT Technical Institute May 2011 - October 2011
ITT Technical Institute March 2009 - May 2011
ITT Technical Institute June 2006 - April 2010
Premier Education Group (The Salter School) August 2005 - May 2006
Bay State College September 2004 - January 2005
The New England Institute of Art September 2003 - September 2004
Endicott College September 2000 - May 2002
Investors Bank & Trust May 2000 - August 2000
Skills
Higher Education..., Group Presentations, Development Of Teams, Conflict Resolution, Teaching Experience, Leadership Mentoring, Youth Mentoring, Listening Skills, Event Planning, Project Planning, Higher Education, Admissions, Adult Education, Career Counseling, Coaching, Curriculum Design, Customer Service, Curriculum Development, Employee Training, Enrollment Management, Interviews, Leadership, Leadership Development, Staff Development, Retaining Customers, Research, Recruiting, Public Speaking, Mentoring, Teaching, Training, Team Building, CampusVue, Nonprofits, Student Affairs, Teacher Training, Strategic Planning, Student Development, Management, Academic Advising, Microsoft Office, Community Outreach
Education
Endicott College 2001 — 2005
Master of Education, Organizational Management
State University of New York College at Brockport 1992 — 1994
Bachelor of Science, Political Science
Up With People 1991 — 1992
International Leadership
Alfred State College - SUNY College of Technology 1988 — 1991
Associate in Science, Individual Studies
Joel Johnson's Investors Bank & Trust Experience March 2005 - December 2006
Job Founder at True Bearing Inc.
Industry Financial Services
Experience
True Bearing Inc. May 2015 - Present
BlackRock April 2012 - April 2015
State Street Global Advisors July 2010 - January 2012
Morgan Stanley April 2007 - February 2009
Citigroup December 2006 - April 2007
Investors Bank & Trust March 2005 - December 2006
Northwestern Mutual January 2004 - December 2004
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Public Speaking, Microsoft Excel, Bloomberg Terminal, Electronic Trading, Hedge Funds, Sales Presentations, Strategy, Salesforce.com, Finance, Management, Alternative Investments, Asset Management, SaaS, Social Media, Investments, Mutual Funds, Financial Analysis, Direct Sales, Decision Analysis, Marketing Research, Business Strategy, Creative Problem Solving, Strength Training, Series 7, Philanthropy, Investment Management, Portfolio Management, Excel, Investment Strategies, Analysis
Education
California State University-Sacramento 1999 — 2004
BS, Major in Finance minor in Economics
American River College 1999 — 2002
Associates, General Education
True Bearing Inc. May 2015 - Present
BlackRock April 2012 - April 2015
State Street Global Advisors July 2010 - January 2012
Morgan Stanley April 2007 - February 2009
Citigroup December 2006 - April 2007
Investors Bank & Trust March 2005 - December 2006
Northwestern Mutual January 2004 - December 2004
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Public Speaking, Microsoft Excel, Bloomberg Terminal, Electronic Trading, Hedge Funds, Sales Presentations, Strategy, Salesforce.com, Finance, Management, Alternative Investments, Asset Management, SaaS, Social Media, Investments, Mutual Funds, Financial Analysis, Direct Sales, Decision Analysis, Marketing Research, Business Strategy, Creative Problem Solving, Strength Training, Series 7, Philanthropy, Investment Management, Portfolio Management, Excel, Investment Strategies, Analysis
Education
California State University-Sacramento 1999 — 2004
BS, Major in Finance minor in Economics
American River College 1999 — 2002
Associates, General Education
Jonathan Senos's Investors Bank & Trust Experience July 2002 - September 2004
Job Assistant Controller
Industry Accounting
Experience
Columbia Bank New Jersey January 2014 - Present
PwC September 2004 - January 2014
Investors Bank & Trust July 2002 - September 2004
Skills
SEC filings, GAAP, Internal Controls, US GAAP, Auditing, External Audit, Corporate Tax, CPA, Financial Accounting, SEC Filings, Accounting
Education
Assumption College 1998 — 2002
Bachelor of Science (BS), Accounting
Columbia Bank New Jersey January 2014 - Present
PwC September 2004 - January 2014
Investors Bank & Trust July 2002 - September 2004
Skills
SEC filings, GAAP, Internal Controls, US GAAP, Auditing, External Audit, Corporate Tax, CPA, Financial Accounting, SEC Filings, Accounting
Education
Assumption College 1998 — 2002
Bachelor of Science (BS), Accounting
Nicholas Richio's Investors Bank & Trust Experience September 2005 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
Stone Coast Fund Services October 2012 - March 2014
Partners Capital LLP 2008 - 2012
Lee Munder Capital Group December 2006 - September 2008
Investors Bank & Trust September 2005 - December 2006
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Investments, Hedge Funds, Asset Management, Equities, Mutual Funds, Alternative Investments, Fixed Income, Bloomberg, Valuation, Private Equity, Due Diligence, Financial Services, Securities, Risk Management, Corporate Finance, Accounting, Capital Markets, Strategic Financial..., Financial Reporting, Venture Capital, Fund Of Funds
Education
Babson College 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Stone Coast Fund Services October 2012 - March 2014
Partners Capital LLP 2008 - 2012
Lee Munder Capital Group December 2006 - September 2008
Investors Bank & Trust September 2005 - December 2006
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Investments, Hedge Funds, Asset Management, Equities, Mutual Funds, Alternative Investments, Fixed Income, Bloomberg, Valuation, Private Equity, Due Diligence, Financial Services, Securities, Risk Management, Corporate Finance, Accounting, Capital Markets, Strategic Financial..., Financial Reporting, Venture Capital, Fund Of Funds
Education
Babson College 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Gary Beaudreau, C.P.M., MBA (1,800+) Gary Beaudreau, C.P.M., MBA (1,800+)'s Investors Bank & Trust Experience 2002 - 2004
Job Procurement/Supply Management Consultant at New England Procurement Professionals
Industry Logistics and Supply Chain
Experience
New England Procurement Professionals July 2013 - Present
Xcellerex (a GE Healthcare Company) October 2010 - July 2013
Progress Software March 2008 - August 2010
GE Sensing & Inspection October 2007 - March 2008
Sensata Technologies (former division of Texas Instruments) June 2006 - June 2007
Chelsea Clock LLC 2007 - 2007
Worldcom Exchange Inc. 2005 - 2006
Signature Consultants LLC November 2004 - July 2005
Investors Bank & Trust 2002 - 2004
State Street Bank & Trust 1997 - 2002
Skills
Start-ups, Organizational..., Process Optimization, Cost Reduction Programs, Technology Acquisition, Project Management, Supplier Development, Operational Risk, Strategic Sourcing, Procurement, Supply Chain, Purchasing, Supply Management, Negotiation, Contract Management, Supply Chain Management, Spend Analysis, Vendor Management, Materials Management, Process Improvement, Sourcing, Cross-functional Team..., Contract Negotiation, Global Sourcing, Management, Supplier Negotiation, Outsourcing, Strategy, Team Building, Leadership, E-procurement, Business Process, Budgets, CRM, Mergers & Acquisitions, Six Sigma, Warehousing, Strategic Planning, Lean Manufacturing, Continuous Improvement, MRP, Logistics, Operational Excellence, SAP, Supply Chain..., Operations Management, Inventory Management, Project Planning, Production Planning
Education
Suffolk University
Executive MBA, Business Administration, Management and Operations
Bentley University
BS, Business
Dean College
AS, Business
NYU
Electronic Commerce Graduate Certificate Program
New England Procurement Professionals July 2013 - Present
Xcellerex (a GE Healthcare Company) October 2010 - July 2013
Progress Software March 2008 - August 2010
GE Sensing & Inspection October 2007 - March 2008
Sensata Technologies (former division of Texas Instruments) June 2006 - June 2007
Chelsea Clock LLC 2007 - 2007
Worldcom Exchange Inc. 2005 - 2006
Signature Consultants LLC November 2004 - July 2005
Investors Bank & Trust 2002 - 2004
State Street Bank & Trust 1997 - 2002
Skills
Start-ups, Organizational..., Process Optimization, Cost Reduction Programs, Technology Acquisition, Project Management, Supplier Development, Operational Risk, Strategic Sourcing, Procurement, Supply Chain, Purchasing, Supply Management, Negotiation, Contract Management, Supply Chain Management, Spend Analysis, Vendor Management, Materials Management, Process Improvement, Sourcing, Cross-functional Team..., Contract Negotiation, Global Sourcing, Management, Supplier Negotiation, Outsourcing, Strategy, Team Building, Leadership, E-procurement, Business Process, Budgets, CRM, Mergers & Acquisitions, Six Sigma, Warehousing, Strategic Planning, Lean Manufacturing, Continuous Improvement, MRP, Logistics, Operational Excellence, SAP, Supply Chain..., Operations Management, Inventory Management, Project Planning, Production Planning
Education
Suffolk University
Executive MBA, Business Administration, Management and Operations
Bentley University
BS, Business
Dean College
AS, Business
NYU
Electronic Commerce Graduate Certificate Program
Bill Schule's Investors Bank & Trust Experience July 2005 - December 2005
Job Mutual Fund Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Merrill Lynch March 2007 - March 2012
Goldenberg Hehmeyer & Co. January 2006 - February 2007
Investors Bank & Trust July 2005 - December 2005
Skills
Mutual Funds, Series 7, Securities, Bloomberg, Trading Systems, Asset Allocation, Bloomberg Terminal, Electronic Trading, Financial Analysis, Fund Accounting, Derivatives
Education
Bentley University 2001 — 2005
BS, Finance
Fidelity Investments April 2012 - Present
Merrill Lynch March 2007 - March 2012
Goldenberg Hehmeyer & Co. January 2006 - February 2007
Investors Bank & Trust July 2005 - December 2005
Skills
Mutual Funds, Series 7, Securities, Bloomberg, Trading Systems, Asset Allocation, Bloomberg Terminal, Electronic Trading, Financial Analysis, Fund Accounting, Derivatives
Education
Bentley University 2001 — 2005
BS, Finance
Elaine Turner's Investors Bank & Trust Experience December 1998 - July 2000
Job Sr., Project Business Analyst at Biogen via Overture Partners
Industry Information Technology and Services
Experience
Turner Travel International October 2001 - Present
Biogen March 2015 - Present
Stinger Ghaffarian Technologies (SGT) January 2012 - March 2015
John Hancock Life Insurance Company (USA) February 2011 - January 2012
New York Life Management Investments LLC July 2010 - January 2011
Massachusetts Department Of Transportation October 2008 - April 2010
Boston Medical Center Healthnet Plan November 2007 - August 2008
Harvard Pilgrim Health Care April 2006 - July 2007
Putnam Investment 2000 - 2001
Investors Bank & Trust December 1998 - July 2000
Skills
SDLC, Documentation, User Acceptance Testing, Business Requirements, Application Design, Software Documentation, Business Analysis, Requirements Gathering, Integration, Business Process, Agile Methodologies, MS Project, SharePoint, Process Improvement, Testing, Visio, Software Requirements, Microsoft Project, Project Management
Education
Bentley University 1979 — 1982
BS, Computer Information Systems & Managerial Finance
Boston University 1978 — 1979
Bachelor of Science (BS), Computer Information Systems/Managerial Finance
Jeremiah E Burke
Jeremiah E Burke
Turner Travel International October 2001 - Present
Biogen March 2015 - Present
Stinger Ghaffarian Technologies (SGT) January 2012 - March 2015
John Hancock Life Insurance Company (USA) February 2011 - January 2012
New York Life Management Investments LLC July 2010 - January 2011
Massachusetts Department Of Transportation October 2008 - April 2010
Boston Medical Center Healthnet Plan November 2007 - August 2008
Harvard Pilgrim Health Care April 2006 - July 2007
Putnam Investment 2000 - 2001
Investors Bank & Trust December 1998 - July 2000
Skills
SDLC, Documentation, User Acceptance Testing, Business Requirements, Application Design, Software Documentation, Business Analysis, Requirements Gathering, Integration, Business Process, Agile Methodologies, MS Project, SharePoint, Process Improvement, Testing, Visio, Software Requirements, Microsoft Project, Project Management
Education
Bentley University 1979 — 1982
BS, Computer Information Systems & Managerial Finance
Boston University 1978 — 1979
Bachelor of Science (BS), Computer Information Systems/Managerial Finance
Jeremiah E Burke
Jeremiah E Burke
James Yul, MBA James Yul, MBA's Investors Bank & Trust Experience November 2004 - September 2005
Job Regulatory Reporting Analyst, Consultant at RGP
Industry Banking
Experience
RGP August 2013 - Present
Reliance Trust Company December 2007 - January 2009
Pioneer Investments September 2005 - July 2007
Investors Bank & Trust November 2004 - September 2005
State Street Research September 2003 - November 2004
Skills
Market Research, Ad Hoc Reporting, Market Analysis, Skilled Communicator, Emerging Trends, Financial Markets, Team-oriented, Microsoft Excel, SQL, Microsoft Access, Microsoft Office, MySQL, Data Mining, Financial Analysis
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (MBA), International Marketing, 3.66
Bentley University 1999 — 2003
Bachelors, Finance
RGP August 2013 - Present
Reliance Trust Company December 2007 - January 2009
Pioneer Investments September 2005 - July 2007
Investors Bank & Trust November 2004 - September 2005
State Street Research September 2003 - November 2004
Skills
Market Research, Ad Hoc Reporting, Market Analysis, Skilled Communicator, Emerging Trends, Financial Markets, Team-oriented, Microsoft Excel, SQL, Microsoft Access, Microsoft Office, MySQL, Data Mining, Financial Analysis
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (MBA), International Marketing, 3.66
Bentley University 1999 — 2003
Bachelors, Finance
Adam Soule's Investors Bank & Trust Experience 2005 - 2006
Job Project Analyst at Tyler Technologies
Industry Computer Software
Experience
Tyler Technologies 2013 - Present
A-BEST Window 2010 - 2013
athenahealth 2006 - 2010
Investors Bank & Trust 2005 - 2006
Skills
Data Analysis, Management, Insurance, Leadership, Marketing, Accounting, Financial Analysis, Business Strategy, Business Development, Strategy, Strategic Planning, Process Improvement, Analysis, Management Consulting, Marketing Strategy, Finance, Account Management, Microsoft Excel, Forecasting, Project Management, Team Building, PowerPoint, Business Process, Cross-functional Team..., Analytics, Start-ups
Education
Bates College 2001 — 2005
BA, Economics
Tyler Technologies 2013 - Present
A-BEST Window 2010 - 2013
athenahealth 2006 - 2010
Investors Bank & Trust 2005 - 2006
Skills
Data Analysis, Management, Insurance, Leadership, Marketing, Accounting, Financial Analysis, Business Strategy, Business Development, Strategy, Strategic Planning, Process Improvement, Analysis, Management Consulting, Marketing Strategy, Finance, Account Management, Microsoft Excel, Forecasting, Project Management, Team Building, PowerPoint, Business Process, Cross-functional Team..., Analytics, Start-ups
Education
Bates College 2001 — 2005
BA, Economics
Christian Galligher Christian Galligher's Investors Bank & Trust Experience December 2005 - April 2007
Job Head, Demand Generation Marketing
Industry Marketing and Advertising
Experience
Sapient Global Markets August 2015 - Present
State Street August 2014 - June 2015
Thomson Reuters April 2013 - April 2014
Thomson Reuters April 2012 - April 2013
SunGard Financial Systems July 2011 - April 2012
Omgeo, A Thomson Reuters/DTCC Company 2009 - July 2011
Omgeo, A Thomson Reuters/DTCC Company April 2007 - 2009
Investors Bank & Trust December 2005 - April 2007
Thomson Course Technology April 2004 - December 2005
Cort Business Services September 2001 - March 2004
Skills
Product Marketing, Lead Generation, Product Management, Cross-functional Team..., Marketing Strategy, Thought Leadership, Go-to-market Strategy, Product Launch, Brand Management, Delivering ROI, Positive Can-do Attitude, Self-starter, Client-oriented, Field Marketing, Salesforce.com, B2B Marketing, Financial Services, Cloud Computing, Sales Operations, CRM, Leadership, Marketing, SaaS, Sales, Professional Services, Enterprise Software, Analytics, Management, Strategy, Start-ups
Education
Bates College 1997 — 2001
BA, International/Global Studies
Queensland University of Technology 2000 — 2000
International Politics, Study Abroad Program
Sapient Global Markets August 2015 - Present
State Street August 2014 - June 2015
Thomson Reuters April 2013 - April 2014
Thomson Reuters April 2012 - April 2013
SunGard Financial Systems July 2011 - April 2012
Omgeo, A Thomson Reuters/DTCC Company 2009 - July 2011
Omgeo, A Thomson Reuters/DTCC Company April 2007 - 2009
Investors Bank & Trust December 2005 - April 2007
Thomson Course Technology April 2004 - December 2005
Cort Business Services September 2001 - March 2004
Skills
Product Marketing, Lead Generation, Product Management, Cross-functional Team..., Marketing Strategy, Thought Leadership, Go-to-market Strategy, Product Launch, Brand Management, Delivering ROI, Positive Can-do Attitude, Self-starter, Client-oriented, Field Marketing, Salesforce.com, B2B Marketing, Financial Services, Cloud Computing, Sales Operations, CRM, Leadership, Marketing, SaaS, Sales, Professional Services, Enterprise Software, Analytics, Management, Strategy, Start-ups
Education
Bates College 1997 — 2001
BA, International/Global Studies
Queensland University of Technology 2000 — 2000
International Politics, Study Abroad Program
Stanley Benjamin's Investors Bank & Trust Experience July 2004 - August 2007
Job Assistant Vice President Client Operations at State Street Bank
Industry Financial Services
Experience
State Street Bank February 2014 - Present
State Street Bank August 2007 - February 2014
Investors Bank & Trust July 2004 - August 2007
Investors Bank & Trust July 2002 - July 2004
HarborOne Bank May 1999 - July 2002
Skills
Mutual Funds, Fund Accounting, Bloomberg, Securities, Corporate Actions, Fixed Income, Fund Administration, Financial Services, Equities, Account Reconciliation, Portfolio Management, Trading, Accounting, ETFs, Valuation
Education
Assumption College 1998 — 2002
Bachelors of Arts, Accounting
Boston College high School 1994 — 1998
St. Mary's of the Hills 1992 — 1994
State Street Bank February 2014 - Present
State Street Bank August 2007 - February 2014
Investors Bank & Trust July 2004 - August 2007
Investors Bank & Trust July 2002 - July 2004
HarborOne Bank May 1999 - July 2002
Skills
Mutual Funds, Fund Accounting, Bloomberg, Securities, Corporate Actions, Fixed Income, Fund Administration, Financial Services, Equities, Account Reconciliation, Portfolio Management, Trading, Accounting, ETFs, Valuation
Education
Assumption College 1998 — 2002
Bachelors of Arts, Accounting
Boston College high School 1994 — 1998
St. Mary's of the Hills 1992 — 1994
Michael McInnis's Investors Bank & Trust Experience 2001 - 2003
Job Senior Financial Analyst at IDEXX Laboratories
Industry Biotechnology
Experience
IDEXX Laboratories January 2014 - Present
Tower Group Companies January 2010 - January 2014
OneBeacon Insurance 2003 - 2010
Investors Bank & Trust 2001 - 2003
Skills
Financial Analysis, Reporting & Analysis, Budget Process, Financial Modeling, Finance, Financial Reporting, Strategic Financial...
Education
Babson College 1997 — 2001
Bachelor of Science (B.S.), Accounting and Finance
IDEXX Laboratories January 2014 - Present
Tower Group Companies January 2010 - January 2014
OneBeacon Insurance 2003 - 2010
Investors Bank & Trust 2001 - 2003
Skills
Financial Analysis, Reporting & Analysis, Budget Process, Financial Modeling, Finance, Financial Reporting, Strategic Financial...
Education
Babson College 1997 — 2001
Bachelor of Science (B.S.), Accounting and Finance
Mark Chmielecki, PMP's Investors Bank & Trust Experience June 1997 - February 1998
Job Senior Director, Project Management Office, National Financial at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments February 2011 - September 2012
Fidelity Investments July 2008 - April 2011
Fidelity Investments September 2006 - June 2008
Fidelity Investments December 2004 - September 2006
US Army March 1993 - May 2006
Fidelity Investments January 2001 - December 2004
Fidelity Investments July 1999 - December 2000
Scudder Kemper Investements March 1998 - June 1999
Investors Bank & Trust June 1997 - February 1998
Skills
Data Modeling, SDLC, PMP, Systems Analysis, Program Management, Agile Methodologies, Six Sigma, Business Requirements, Business Analysis, Requirements Analysis, PMO, Financial Services, Vendor Management, Risk Management, Agile Project Management, Process Improvement, Project Portfolio..., Business Process..., Project Management, Strategy, Change Management, Software Development, CRM, Enterprise Software, Management, Requirements Gathering, Testing, Product Management, IT Strategy, Software Project..., Enterprise Architecture, Visio, Business Process, Integration, Business Intelligence, Project Delivery, MS Project, Consulting, Resource Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2005
MBA, Management Information Systems
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
BA, Business Admin/Finance
Fidelity Investments August 2012 - Present
Fidelity Investments February 2011 - September 2012
Fidelity Investments July 2008 - April 2011
Fidelity Investments September 2006 - June 2008
Fidelity Investments December 2004 - September 2006
US Army March 1993 - May 2006
Fidelity Investments January 2001 - December 2004
Fidelity Investments July 1999 - December 2000
Scudder Kemper Investements March 1998 - June 1999
Investors Bank & Trust June 1997 - February 1998
Skills
Data Modeling, SDLC, PMP, Systems Analysis, Program Management, Agile Methodologies, Six Sigma, Business Requirements, Business Analysis, Requirements Analysis, PMO, Financial Services, Vendor Management, Risk Management, Agile Project Management, Process Improvement, Project Portfolio..., Business Process..., Project Management, Strategy, Change Management, Software Development, CRM, Enterprise Software, Management, Requirements Gathering, Testing, Product Management, IT Strategy, Software Project..., Enterprise Architecture, Visio, Business Process, Integration, Business Intelligence, Project Delivery, MS Project, Consulting, Resource Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2005
MBA, Management Information Systems
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
BA, Business Admin/Finance
Kathryn Dahl's Investors Bank & Trust Experience 1993 - 1995
Job Lead Senior Consultant at SunGard Global Services
Industry Financial Services
Experience
SunGard Global Services August 2010 - Present
ByAllAccounts 2010 - 2010
Vestmark 2007 - 2009
Advent Software 2000 - 2007
Barclays Global Investors 1996 - 2000
Investors Bank & Trust 1993 - 1995
Boston Safe Deposit & Trust Company 1991 - 1993
Skills
Requirements Analysis, Trading, Enterprise Software, Troubleshooting, Wealth Management, Financial Services, Back Office, Business Analysis, Financial Risk, Management, Integration, Fixed Income, XML, Process Improvement, SDLC, Cross-functional Team..., Equities, Project Management, Security, SWIFT payments, Account Reconciliation, Product Management, Trading Systems, Corporate Actions, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University
Bachelor of Science, Finance
SunGard Global Services August 2010 - Present
ByAllAccounts 2010 - 2010
Vestmark 2007 - 2009
Advent Software 2000 - 2007
Barclays Global Investors 1996 - 2000
Investors Bank & Trust 1993 - 1995
Boston Safe Deposit & Trust Company 1991 - 1993
Skills
Requirements Analysis, Trading, Enterprise Software, Troubleshooting, Wealth Management, Financial Services, Back Office, Business Analysis, Financial Risk, Management, Integration, Fixed Income, XML, Process Improvement, SDLC, Cross-functional Team..., Equities, Project Management, Security, SWIFT payments, Account Reconciliation, Product Management, Trading Systems, Corporate Actions, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University
Bachelor of Science, Finance
Lauren Glavin Lauren Glavin's Investors Bank & Trust Experience February 2005 - October 2006
Job Human Resources Analyst at State Street Corporation
Industry Financial Services
Experience
State Street October 2013 - Present
Brown Brothers Harriman March 2011 - October 2013
Brown Brothers Harriman October 2006 - March 2011
Investors Bank & Trust February 2005 - October 2006
Metro Credit Union May 2004 - February 2005
Skills
HRIS, PeopleSoft, Analytics, Human Resources, Recruiting, Microsoft Excel, Microsoft Office, Lotus Notes, Outlook, Data Analysis, PowerPoint, Project Coordination, Financial Services, Employee Relations, Process Improvement, Workday, Applicant Tracking..., Employee Benefits, Performance Management
Education
Suffolk University 2008 — 2010
Masters Degree, Human Resources
Babson College 2000 — 2004
Bachelors, Business Administration
State Street October 2013 - Present
Brown Brothers Harriman March 2011 - October 2013
Brown Brothers Harriman October 2006 - March 2011
Investors Bank & Trust February 2005 - October 2006
Metro Credit Union May 2004 - February 2005
Skills
HRIS, PeopleSoft, Analytics, Human Resources, Recruiting, Microsoft Excel, Microsoft Office, Lotus Notes, Outlook, Data Analysis, PowerPoint, Project Coordination, Financial Services, Employee Relations, Process Improvement, Workday, Applicant Tracking..., Employee Benefits, Performance Management
Education
Suffolk University 2008 — 2010
Masters Degree, Human Resources
Babson College 2000 — 2004
Bachelors, Business Administration
Bruce Mailberg's Investors Bank & Trust Experience September 2001 - July 2007
Job Vice President, Vendor Management at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
Scudder January 1998 - September 2001
Allmerica Financial June 1997 - January 1998
Fidelity Investments March 1996 - June 1997
First Data Corporation March 1995 - March 1996
Allmerica Financial January 1989 - March 1995
Skills
Budgeting, Contract Negotiation, Vendor Management, Financial Reporting, Vendor Relations, Outsourcing, Process Improvement, Wealth Management, Client Service, Back Office, Due Diligence, Operations Management, Business Strategy, Financial Services, Budgets, Project Management, Management, Leadership, Business Process, Finance, Project Planning, Risk Management, Mergers & Acquisitions, Executive Management, Relationship Management, Enterprise Software, Mutual Funds, Securities, Fund Accounting, Global Custody, Corporate Actions, Analysis, Strategy, Business Analysis, Equities
Education
Assumption College 1984 — 1988
Bachelor of Science, Management
Wachusett Regional High School 1980 — 1984
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
Scudder January 1998 - September 2001
Allmerica Financial June 1997 - January 1998
Fidelity Investments March 1996 - June 1997
First Data Corporation March 1995 - March 1996
Allmerica Financial January 1989 - March 1995
Skills
Budgeting, Contract Negotiation, Vendor Management, Financial Reporting, Vendor Relations, Outsourcing, Process Improvement, Wealth Management, Client Service, Back Office, Due Diligence, Operations Management, Business Strategy, Financial Services, Budgets, Project Management, Management, Leadership, Business Process, Finance, Project Planning, Risk Management, Mergers & Acquisitions, Executive Management, Relationship Management, Enterprise Software, Mutual Funds, Securities, Fund Accounting, Global Custody, Corporate Actions, Analysis, Strategy, Business Analysis, Equities
Education
Assumption College 1984 — 1988
Bachelor of Science, Management
Wachusett Regional High School 1980 — 1984
Bill O'Connell's Investors Bank & Trust Experience June 1998 - August 1999
Job Financial Analyst
Industry Financial Services
Experience
CoStar Group May 2015 - Present
Grantham, Mayo, Van Otterloo January 2010 - December 2014
Grantham, Mayo, Van Otterloo March 2005 - December 2009
Grantham, Mayo, Van Otterloo January 2002 - March 2005
Grantham, Mayo, Van Otterloo August 1999 - December 2001
Investors Bank & Trust June 1998 - August 1999
Skills
Investments, Fixed Income, Structured Finance, Financial Services, Portfolio Management
Education
Bentley University 2004 — 2010
Master of Business Administration (MBA), Finance, General
Bryant University 1994 — 1998
Bachelor's degree, Finance, General
CoStar Group May 2015 - Present
Grantham, Mayo, Van Otterloo January 2010 - December 2014
Grantham, Mayo, Van Otterloo March 2005 - December 2009
Grantham, Mayo, Van Otterloo January 2002 - March 2005
Grantham, Mayo, Van Otterloo August 1999 - December 2001
Investors Bank & Trust June 1998 - August 1999
Skills
Investments, Fixed Income, Structured Finance, Financial Services, Portfolio Management
Education
Bentley University 2004 — 2010
Master of Business Administration (MBA), Finance, General
Bryant University 1994 — 1998
Bachelor's degree, Finance, General
Kim Baker's Investors Bank & Trust Experience 2004 - 2007
Job
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Wellington Management 2014 - 2015
Charles River Development 2007 - 2013
Investors Bank & Trust 2004 - 2007
Thomson Financial 2001 - 2004
Monitor Company 2000 - 2001
Fidelity Investments 1995 - 2000
Skills
Trading Systems, Market Data, Electronic Trading, Fixed Income, Equities, Trading, Derivatives, Agile Methodologies, Product Management, Vendor Management, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis, Futures Trading, Equity Derivatives, Options, Equity Trading, Order Management, Product Development, Investment Management, Financial Markets, Bloomberg, SDLC, Financial Services, Middle Office, Use Case Analysis, Functional..., User Acceptance Testing, FX Options, Charles River IMS, Hedge Funds, Reference Data, Corporate Actions, Relating to Clients, Integration, Software Documentation, Prime Brokerage, FIX, SQL, Software Project..., Consulting, Project Management, Agile Project Management, JIRA, Rally, HP Quality Center
Education
Boston University Questrom School of Business 2007 — 2009
MBA
Babson College 1991 — 1995
BS
Fidelity Investments April 2015 - Present
Wellington Management 2014 - 2015
Charles River Development 2007 - 2013
Investors Bank & Trust 2004 - 2007
Thomson Financial 2001 - 2004
Monitor Company 2000 - 2001
Fidelity Investments 1995 - 2000
Skills
Trading Systems, Market Data, Electronic Trading, Fixed Income, Equities, Trading, Derivatives, Agile Methodologies, Product Management, Vendor Management, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis, Futures Trading, Equity Derivatives, Options, Equity Trading, Order Management, Product Development, Investment Management, Financial Markets, Bloomberg, SDLC, Financial Services, Middle Office, Use Case Analysis, Functional..., User Acceptance Testing, FX Options, Charles River IMS, Hedge Funds, Reference Data, Corporate Actions, Relating to Clients, Integration, Software Documentation, Prime Brokerage, FIX, SQL, Software Project..., Consulting, Project Management, Agile Project Management, JIRA, Rally, HP Quality Center
Education
Boston University Questrom School of Business 2007 — 2009
MBA
Babson College 1991 — 1995
BS
Ismail Ekmekci's Investors Bank & Trust Experience January 2002 - July 2007
Job Managing Director at State Street
Industry Banking
Experience
State Street December 2008 - Present
State Street July 2007 - December 2008
Investors Bank & Trust January 2002 - July 2007
Investors Bank & Trust June 2000 - January 2002
Investors Bank & Trust April 1997 - June 2000
Fidelity Investments December 1996 - April 1997
Bentley University September 1995 - December 1996
Skills
Mutual Funds, Financial Services, PMO, Financial Risk, Equities, Alternative Investments, Derivatives, Amortization, Program Management, Mergers & Acquisitions, Business Process, Business Strategy, Business Intelligence, Cross-functional Team..., Fixed Income, Change Management, Middle Office, Hedge Funds, Management, SDLC, Business Analysis, Private Equity, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA
Boston University
MS-Computer Information Systems
Istanbul Technical University 1990 — 1994
BS
Tarsus American School 1983 — 1990
State Street December 2008 - Present
State Street July 2007 - December 2008
Investors Bank & Trust January 2002 - July 2007
Investors Bank & Trust June 2000 - January 2002
Investors Bank & Trust April 1997 - June 2000
Fidelity Investments December 1996 - April 1997
Bentley University September 1995 - December 1996
Skills
Mutual Funds, Financial Services, PMO, Financial Risk, Equities, Alternative Investments, Derivatives, Amortization, Program Management, Mergers & Acquisitions, Business Process, Business Strategy, Business Intelligence, Cross-functional Team..., Fixed Income, Change Management, Middle Office, Hedge Funds, Management, SDLC, Business Analysis, Private Equity, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA
Boston University
MS-Computer Information Systems
Istanbul Technical University 1990 — 1994
BS
Tarsus American School 1983 — 1990
Kari McCafferty's Investors Bank & Trust Experience September 2000 - September 2005
Job Talent Acquisition Sales at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain July 2015 - Present
Iron Mountain July 2012 - July 2015
Nuance Communications May 2011 - July 2012
Fairchild Networking - Permanent Placement Search Agency September 2005 - May 2011
Investors Bank & Trust September 2000 - September 2005
Education
Bentley University 1996 — 2000
BS in Finance, Minor in Computer Science
high school
Iron Mountain July 2015 - Present
Iron Mountain July 2012 - July 2015
Nuance Communications May 2011 - July 2012
Fairchild Networking - Permanent Placement Search Agency September 2005 - May 2011
Investors Bank & Trust September 2000 - September 2005
Education
Bentley University 1996 — 2000
BS in Finance, Minor in Computer Science
high school
Dennis J. Callahan's Investors Bank & Trust Experience 1996 - 2007
Job Financial Services Executive
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust 1996 - 2007
Blue Cross and Blue Shield 1990 - 1996
Data General Corporation 1985 - 1990
Data General Corporaton 1980 - 1984
Skills
Program Management, Middle Office, Strategic Planning, Global Custody, Fund Accounting, Securities Lending, Corporate Actions, Mutual Funds, Fixed Income, Securities, Settlement, Equities, Investments, Financial Services, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1981 — 1984
M.B.A.
Franklin Pierce University 1976 — 1980
B.S.
Bromfield
State Street July 2007 - Present
Investors Bank & Trust 1996 - 2007
Blue Cross and Blue Shield 1990 - 1996
Data General Corporation 1985 - 1990
Data General Corporaton 1980 - 1984
Skills
Program Management, Middle Office, Strategic Planning, Global Custody, Fund Accounting, Securities Lending, Corporate Actions, Mutual Funds, Fixed Income, Securities, Settlement, Equities, Investments, Financial Services, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1981 — 1984
M.B.A.
Franklin Pierce University 1976 — 1980
B.S.
Bromfield
Chris Russo's Investors Bank & Trust Experience May 1991 - April 1996
Job Managing Director at Markit
Industry Financial Services
Experience
Markit April 2014 - Present
Charles River Development June 2011 - April 2014
Charles River Development January 2010 - June 2011
Citisoft, Inc. November 2007 - January 2010
Omgeo, LLC December 2006 - November 2007
Charles River Development March 2000 - December 2006
Thomson Financial 1996 - 1999
Investors Bank & Trust May 1991 - April 1996
Skills
Order Management, Asset Management, Equities, Customer Relations, Integration, Middle Office, Trading Systems, Front Office, Portia, Fixed Income, Business Analysis, Trading, Asset Managment, Financial Markets, Electronic Trading, Customer Service, Portfolio Management, Leadership, Market Data, Derivatives, Enterprise Software
Education
Bentley University 1987 — 1991
Bachelor of Science (BS), Finance, General
Markit April 2014 - Present
Charles River Development June 2011 - April 2014
Charles River Development January 2010 - June 2011
Citisoft, Inc. November 2007 - January 2010
Omgeo, LLC December 2006 - November 2007
Charles River Development March 2000 - December 2006
Thomson Financial 1996 - 1999
Investors Bank & Trust May 1991 - April 1996
Skills
Order Management, Asset Management, Equities, Customer Relations, Integration, Middle Office, Trading Systems, Front Office, Portia, Fixed Income, Business Analysis, Trading, Asset Managment, Financial Markets, Electronic Trading, Customer Service, Portfolio Management, Leadership, Market Data, Derivatives, Enterprise Software
Education
Bentley University 1987 — 1991
Bachelor of Science (BS), Finance, General
Charles (Skip) Dennis's Investors Bank & Trust Experience February 2002 - June 2007
Job Director of MIS at Interactive Data
Industry Information Technology and Services
Experience
Interactive Data January 2009 - Present
State Street Corporation July 2007 - December 2008
Oracle Corporation June 2004 - June 2007
Oracle Corporation April 2003 - June 2007
Investors Bank & Trust February 2002 - June 2007
Investors Bank & Trust September 2000 - February 2002
US Trust/Citizens Financial Group September 1998 - May 2000
US Trust 1998 - 2000
Lexington Savings Bank 1997 - 1998
Fleet Bank 1994 - 1997
Skills
Payroll, Cash Management, Financials, Purchasing, Benefits, Procurement, Portfolio Management, Salesforce.com, SharePoint, Learning Management, Accounts Payable, General Ledger, Fixed Assets, HRIS, ADP, Accounts Receivable, Resource Management, Financial Reporting, Accounting, Oracle Financials, Strategic Sourcing, Project Accounting, Oracle General Ledger, Oracle E-Business Suite, OBIEE, Oracle HR, Outlooksoft, Oracle Applications, Oracle, Enterprise Software, Business Analysis, ERP, Financial Analysis, CRM, SDLC, Outsourcing, Integration, Executive Management, Cross-functional Team..., Executive-level..., Project Management
Education
Babson College 1990 — 1992
BS, Accounting
Interactive Data January 2009 - Present
State Street Corporation July 2007 - December 2008
Oracle Corporation June 2004 - June 2007
Oracle Corporation April 2003 - June 2007
Investors Bank & Trust February 2002 - June 2007
Investors Bank & Trust September 2000 - February 2002
US Trust/Citizens Financial Group September 1998 - May 2000
US Trust 1998 - 2000
Lexington Savings Bank 1997 - 1998
Fleet Bank 1994 - 1997
Skills
Payroll, Cash Management, Financials, Purchasing, Benefits, Procurement, Portfolio Management, Salesforce.com, SharePoint, Learning Management, Accounts Payable, General Ledger, Fixed Assets, HRIS, ADP, Accounts Receivable, Resource Management, Financial Reporting, Accounting, Oracle Financials, Strategic Sourcing, Project Accounting, Oracle General Ledger, Oracle E-Business Suite, OBIEE, Oracle HR, Outlooksoft, Oracle Applications, Oracle, Enterprise Software, Business Analysis, ERP, Financial Analysis, CRM, SDLC, Outsourcing, Integration, Executive Management, Cross-functional Team..., Executive-level..., Project Management
Education
Babson College 1990 — 1992
BS, Accounting
Steven Souza's Investors Bank & Trust Experience 2005 - 2007
Job Director of Software Development
Industry Information Technology and Services
Experience
Wayfair January 2007 - Present
Investors Bank & Trust 2005 - 2007
Software Consultant 2001 - 2005
Essential.com 1999 - 2001
NSTAR 1992 - 2000
Skills
Software Development, Databases, E-commerce, Web Development, JavaScript, SQL, Agile Methodologies, Web Applications, HTML, XML, Microsoft SQL Server, AJAX, PHP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, Information Technologies
Boston College 1989 — 1992
BS, Computer Science, Economics
Dartmouth High
Wayfair January 2007 - Present
Investors Bank & Trust 2005 - 2007
Software Consultant 2001 - 2005
Essential.com 1999 - 2001
NSTAR 1992 - 2000
Skills
Software Development, Databases, E-commerce, Web Development, JavaScript, SQL, Agile Methodologies, Web Applications, HTML, XML, Microsoft SQL Server, AJAX, PHP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, Information Technologies
Boston College 1989 — 1992
BS, Computer Science, Economics
Dartmouth High
Jason Hui's Investors Bank & Trust Experience September 2004 - March 2006
Job Fund Administrator at NRS
Industry Financial Services
Experience
Northeast Retirement Services November 2014 - Present
BNY Mellon December 2013 - November 2014
Northeast Retirement Services May 2012 - November 2013
Citigroup Hedge Fund Services November 2006 - January 2012
Global Wealth Investment Management - Bank of America March 2006 - November 2006
Investors Bank & Trust September 2004 - March 2006
Skills
Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Securities
Education
Bentley University 2000 — 2004
Marketing, Sociology, Management
Northeast Retirement Services November 2014 - Present
BNY Mellon December 2013 - November 2014
Northeast Retirement Services May 2012 - November 2013
Citigroup Hedge Fund Services November 2006 - January 2012
Global Wealth Investment Management - Bank of America March 2006 - November 2006
Investors Bank & Trust September 2004 - March 2006
Skills
Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Securities
Education
Bentley University 2000 — 2004
Marketing, Sociology, Management
Anthony (Tony) Giglio's Investors Bank & Trust Experience November 2000 - October 2005
Job Contractor Senior Business Systems Analyst at American Express
Industry Financial Services
Experience
American Express April 2012 - Present
American Express December 2009 - April 2012
TSYS Acquiring Solutions May 2008 - October 2008
AST Capital Trust October 2007 - April 2008
Charles Schwab Institutional Technology June 2007 - September 2007
Prudential Real Estate and Relocation Services January 2006 - March 2007
Investors Bank & Trust November 2000 - October 2005
Deloitte & Touche November 1998 - November 2000
The Boston Company 1993 - 1995
Skills
SDLC, Business Analysis, Financial Statement..., Agile Methodologies, Auditing, Business Requirements, Management, Management Consulting, Portfolio Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Vendor Management, Visio
Education
Bentley University 1986 — 1992
BS, Accountancy
American Express April 2012 - Present
American Express December 2009 - April 2012
TSYS Acquiring Solutions May 2008 - October 2008
AST Capital Trust October 2007 - April 2008
Charles Schwab Institutional Technology June 2007 - September 2007
Prudential Real Estate and Relocation Services January 2006 - March 2007
Investors Bank & Trust November 2000 - October 2005
Deloitte & Touche November 1998 - November 2000
The Boston Company 1993 - 1995
Skills
SDLC, Business Analysis, Financial Statement..., Agile Methodologies, Auditing, Business Requirements, Management, Management Consulting, Portfolio Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Vendor Management, Visio
Education
Bentley University 1986 — 1992
BS, Accountancy
Jeanette Volk's Investors Bank & Trust Experience 1996 - 1998
Job SVP at Citi
Industry Financial Services
Experience
Citi January 2000 - Present
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Investors Bank & Trust 1996 - 1998
Investors Bank & Trust 1993 - 1996
Education
Bentley University
MBA, Accounting
University of Rochester 1987 — 1989
BA, Economics
Citi January 2000 - Present
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Investors Bank & Trust 1996 - 1998
Investors Bank & Trust 1993 - 1996
Education
Bentley University
MBA, Accounting
University of Rochester 1987 — 1989
BA, Economics
Ester Schiano-Brown, MBA's Investors Bank & Trust Experience October 2004 - July 2007
Job VPForeign Exchange Sales at State Street
Industry Financial Services
Experience
State Street May 2013 - Present
State Street Global Markets August 2011 - May 2013
First Republic Bank June 2008 - August 2011
State Street 2007 - 2008
Investors Bank & Trust October 2004 - July 2007
Skills
Mutual Funds, FX Options, Trading, Financial Markets, FX trading, Series 7, Currency, Emerging Markets, Bloomberg, Foreign Exchange, Hedging
Education
Boston University
Master of Business Administration (M.B.A.), Finance, General
Assumption College 1998 — 2002
Bachelors Degree, International Business
State Street May 2013 - Present
State Street Global Markets August 2011 - May 2013
First Republic Bank June 2008 - August 2011
State Street 2007 - 2008
Investors Bank & Trust October 2004 - July 2007
Skills
Mutual Funds, FX Options, Trading, Financial Markets, FX trading, Series 7, Currency, Emerging Markets, Bloomberg, Foreign Exchange, Hedging
Education
Boston University
Master of Business Administration (M.B.A.), Finance, General
Assumption College 1998 — 2002
Bachelors Degree, International Business
Suresh Chetty's Investors Bank & Trust Experience November 2001 - May 2007
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi September 2015 - Present
Shoply Labs May 2014 - September 2015
Standard Chartered Bank January 2010 - April 2014
Standard Chartered Scope International July 2007 - January 2010
Investors Bank & Trust November 2001 - May 2007
Computer Sciences Corporation February 1997 - November 2001
Object Resources Inc September 1995 - February 1997
Best Computer Consultants June 1993 - August 1995
Skills
Enterprise Architecture, Outsourcing, SDLC, Financial Services, IT Management, Business Analysis, Management, Vendor Management, Risk Management, IT Strategy, Banking, Leadership, Project Planning, Relationship Management, Financial Risk, Project Delivery, Data Warehousing, Program Management, PMO, Equities, Information Technology, Project Portfolio..., Data Architecture, Portfolio Management, Trading, Hedge Funds, Pricing, Research, Securities Lending, Fund Accounting, Strategic Initiatives, Agile Methodologies, Big Data, Mobile Technology
Education
Babson College 2004 — 2006
MBA
Alagappa Chettiar College of Engineering 1989 — 1993
BE
Citi September 2015 - Present
Shoply Labs May 2014 - September 2015
Standard Chartered Bank January 2010 - April 2014
Standard Chartered Scope International July 2007 - January 2010
Investors Bank & Trust November 2001 - May 2007
Computer Sciences Corporation February 1997 - November 2001
Object Resources Inc September 1995 - February 1997
Best Computer Consultants June 1993 - August 1995
Skills
Enterprise Architecture, Outsourcing, SDLC, Financial Services, IT Management, Business Analysis, Management, Vendor Management, Risk Management, IT Strategy, Banking, Leadership, Project Planning, Relationship Management, Financial Risk, Project Delivery, Data Warehousing, Program Management, PMO, Equities, Information Technology, Project Portfolio..., Data Architecture, Portfolio Management, Trading, Hedge Funds, Pricing, Research, Securities Lending, Fund Accounting, Strategic Initiatives, Agile Methodologies, Big Data, Mobile Technology
Education
Babson College 2004 — 2006
MBA
Alagappa Chettiar College of Engineering 1989 — 1993
BE
Linda Cho's Investors Bank & Trust Experience November 2003 - August 2004
Job Marketing/Communications Account Manager at Mercer
Industry Marketing and Advertising
Experience
Mercer July 2014 - Present
Mercer June 2012 - July 2014
Mercer January 2011 - June 2012
athenahealth January 2009 - October 2010
athenahealth May 2007 - January 2009
athenahealth August 2006 - May 2007
Sun Life Financial August 2004 - July 2006
Investors Bank & Trust November 2003 - August 2004
Skills
Healthcare, Finance, Marketing, Process Improvement, Data Analysis, Financial Analysis, Visio, Outlook, Project Management, Microsoft Excel, Market Research, PowerPoint, Access, Business Analysis, Analysis, Customer Service, HTML, Microsoft Office, Microsoft Word, SQL, Infomaker, Adobe Professional, CMS, Marketo, ActiveCollab, Adobe InCopy, Analytics, Account Management, Marketing Strategy, Email Marketing, Social Media
Education
Babson College 2005 — 2008
MBA, Marketing
Brandeis University 1999 — 2003
BA, Economics
Mercer July 2014 - Present
Mercer June 2012 - July 2014
Mercer January 2011 - June 2012
athenahealth January 2009 - October 2010
athenahealth May 2007 - January 2009
athenahealth August 2006 - May 2007
Sun Life Financial August 2004 - July 2006
Investors Bank & Trust November 2003 - August 2004
Skills
Healthcare, Finance, Marketing, Process Improvement, Data Analysis, Financial Analysis, Visio, Outlook, Project Management, Microsoft Excel, Market Research, PowerPoint, Access, Business Analysis, Analysis, Customer Service, HTML, Microsoft Office, Microsoft Word, SQL, Infomaker, Adobe Professional, CMS, Marketo, ActiveCollab, Adobe InCopy, Analytics, Account Management, Marketing Strategy, Email Marketing, Social Media
Education
Babson College 2005 — 2008
MBA, Marketing
Brandeis University 1999 — 2003
BA, Economics
Gregory Craven's Investors Bank & Trust Experience April 2006 - July 2007
Job Product Owner at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
State Street March 2011 - October 2014
State Street Corporation July 2007 - March 2011
Investors Bank & Trust April 2006 - July 2007
Investors Bank & Trust May 2005 - April 2006
Investors Bank & Trust October 2004 - May 2005
John Hancock Life Insurance Company (U.S.A.) 2004 - 2004
Skills
Fund Accounting, Fixed Income, Fund Administration, Hedge Funds, Investments, Bloomberg, Derivatives, Financial Services, Equities, Mutual Funds, Trading, Private Equity, Mergers & Acquisitions, Bonds
Education
Babson College 2000 — 2004
Bachelor of Science, Business Administration
State Street November 2014 - Present
State Street March 2011 - October 2014
State Street Corporation July 2007 - March 2011
Investors Bank & Trust April 2006 - July 2007
Investors Bank & Trust May 2005 - April 2006
Investors Bank & Trust October 2004 - May 2005
John Hancock Life Insurance Company (U.S.A.) 2004 - 2004
Skills
Fund Accounting, Fixed Income, Fund Administration, Hedge Funds, Investments, Bloomberg, Derivatives, Financial Services, Equities, Mutual Funds, Trading, Private Equity, Mergers & Acquisitions, Bonds
Education
Babson College 2000 — 2004
Bachelor of Science, Business Administration
Harvey Rosen's Investors Bank & Trust Experience April 1998 - July 2007
Job JP Morgan
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
JPMorgan Chase May 2013 - Present
Citi Hedge Fund Services April 2010 - April 2013
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 1998 - July 2007
JPMorgan Chase October 1995 - April 1998
US Trust April 1988 - October 1995
Fidelity Investments April 1987 - April 1988
The Boston Company April 1982 - April 1987
State Street May 1980 - April 1982
Education
Bentley University 1976 — 1980
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
JPMorgan Chase May 2013 - Present
Citi Hedge Fund Services April 2010 - April 2013
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 1998 - July 2007
JPMorgan Chase October 1995 - April 1998
US Trust April 1988 - October 1995
Fidelity Investments April 1987 - April 1988
The Boston Company April 1982 - April 1987
State Street May 1980 - April 1982
Education
Bentley University 1976 — 1980
James Edmunds's Investors Bank & Trust Experience July 1997 - July 2007
Job Senior Vice President State Street Corporation
Industry Financial Services
Experience
State Street Corporation July 2007 - Present
Investors Bank & Trust July 1997 - July 2007
Trust Company of the West 1992 - 1997
Trust Company of the West (TCW) 1990 - 1997
Skills
Fund Accounting, Mutual Funds, Alternative Investments, Fixed Income, Valuation, Back Office, Client Service, Derivatives, Hedge Funds, Fund Of Funds, Process Improvement, FX, Financial Services, Global Custody, Client Services, Securities, Equities, Risk Management, Bloomberg, FX Options
Education
Boston University - School of Management 2000 — 2001
MBA, International Management
California State University-Los Angeles 1992 — 1996
Bachelor of Science
Bentley University 1985 — 1989
State Street Corporation July 2007 - Present
Investors Bank & Trust July 1997 - July 2007
Trust Company of the West 1992 - 1997
Trust Company of the West (TCW) 1990 - 1997
Skills
Fund Accounting, Mutual Funds, Alternative Investments, Fixed Income, Valuation, Back Office, Client Service, Derivatives, Hedge Funds, Fund Of Funds, Process Improvement, FX, Financial Services, Global Custody, Client Services, Securities, Equities, Risk Management, Bloomberg, FX Options
Education
Boston University - School of Management 2000 — 2001
MBA, International Management
California State University-Los Angeles 1992 — 1996
Bachelor of Science
Bentley University 1985 — 1989
Brad Harden's Investors Bank & Trust Experience April 1993 - 2007
Job New Product Development
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust April 1993 - 2007
Education
Babson College 1988 — 1992
State Street July 2007 - Present
Investors Bank & Trust April 1993 - 2007
Education
Babson College 1988 — 1992
Bryan Nelson, MBA's Investors Bank & Trust Experience June 2004 - July 2007
Job Financial Master Data Manager at Iron Mountain
Industry Financial Services
Experience
Iron Mountain December 2013 - Present
Iron Mountain April 2013 - December 2013
Fidelity Investments 2007 - 2012
State Street July 2007 - September 2007
Investors Bank & Trust June 2004 - July 2007
Investors Bank & Trust December 2001 - June 2004
Investors Bank & Trust December 2000 - December 2001
Investors Bank & Trust March 2000 - December 2000
Skills
Finance, Corporate Finance, Financial Reporting, Accounting, Cash Management, Bloomberg, Financial Analysis, Fixed Income, Asset Managment, Process Improvement, Investments, Fund Accounting, Collateral Management, Derivatives, Asset Management, Hyperion Enterprise, Hyperion Financial..., Blackline, FDM, hyperion smartview, Highly detail oriented, Oracle Applications, Customer Service, Vlookup, Organization &..., Highly motivated..., Flexibility, MS Excel Pivot Tables, User Acceptance Testing, Deferred Compensation, Accruals, Data Validation, Smartview
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance
Bentley University 1995 — 1999
BS, Finance
Iron Mountain December 2013 - Present
Iron Mountain April 2013 - December 2013
Fidelity Investments 2007 - 2012
State Street July 2007 - September 2007
Investors Bank & Trust June 2004 - July 2007
Investors Bank & Trust December 2001 - June 2004
Investors Bank & Trust December 2000 - December 2001
Investors Bank & Trust March 2000 - December 2000
Skills
Finance, Corporate Finance, Financial Reporting, Accounting, Cash Management, Bloomberg, Financial Analysis, Fixed Income, Asset Managment, Process Improvement, Investments, Fund Accounting, Collateral Management, Derivatives, Asset Management, Hyperion Enterprise, Hyperion Financial..., Blackline, FDM, hyperion smartview, Highly detail oriented, Oracle Applications, Customer Service, Vlookup, Organization &..., Highly motivated..., Flexibility, MS Excel Pivot Tables, User Acceptance Testing, Deferred Compensation, Accruals, Data Validation, Smartview
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance
Bentley University 1995 — 1999
BS, Finance
Greg Hein's Investors Bank & Trust Experience December 2005 - April 2007
Job Capital Management Sr. Financial Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2012 - Present
Sun Life Financial December 2010 - October 2012
Sun Life Financial April 2007 - December 2010
Investors Bank & Trust December 2005 - April 2007
Investors Bank & Trust July 2004 - December 2005
Skills
Financial Reporting, Financial Modeling, Accounting, Group Presentations, Financial Analysis, Internal Controls, Mutual Funds, Insurance, Global Custody, KPI, Expense Management, Budgeting, Budget Management, Expense Allocations, Process Improvement, Project Execution, Microsoft Office, Internal Audit, Mutual Fund Accounting, Analytics, Account Reconciliation, Sarbanes-Oxley, Organizational..., Efficiency Improvement, Banking, Investment Accounting, Oracle Discoverer, Hyperion Essbase, Business Process..., Sarbanes-Oxley Act
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Bryant University 2000 — 2004
BSBA, Finance
Sun Life Financial October 2012 - Present
Sun Life Financial December 2010 - October 2012
Sun Life Financial April 2007 - December 2010
Investors Bank & Trust December 2005 - April 2007
Investors Bank & Trust July 2004 - December 2005
Skills
Financial Reporting, Financial Modeling, Accounting, Group Presentations, Financial Analysis, Internal Controls, Mutual Funds, Insurance, Global Custody, KPI, Expense Management, Budgeting, Budget Management, Expense Allocations, Process Improvement, Project Execution, Microsoft Office, Internal Audit, Mutual Fund Accounting, Analytics, Account Reconciliation, Sarbanes-Oxley, Organizational..., Efficiency Improvement, Banking, Investment Accounting, Oracle Discoverer, Hyperion Essbase, Business Process..., Sarbanes-Oxley Act
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Bryant University 2000 — 2004
BSBA, Finance
Christopher Lineman's Investors Bank & Trust Experience 2005 - 2007
Job Compliance and Risk Management Professional
Industry Banking
Experience
Citi November 2014 - Present
Citi May 2013 - November 2014
Homeschool Teacher July 2007 - May 2013
RBS Citizens, NA April 2007 - February 2010
Investors Bank & Trust 2005 - 2007
PFPC 2004 - 2005
Countrywide 2003 - 2005
First Tennessee Bank 1995 - 1997
Skills
Compliance, Financial Analysis, Risk Management, Risk, Derivatives, Accounting, Excel, MBS, Reconciliation, AML, Basel II, Banking, Access, Operational Risk..., Asset Management, Enterprise Risk..., Analysis, Credit Risk, Corporate Finance, Finance, Credit Analysis, Bloomberg, Loans, Investments, Sarbanes-Oxley Act, Business Analysis, Treasury Management, Treasury, Process Improvement, ALM, Financial Services, Financial Markets, Securities, Forecasting, Investment Banking, Budgets, Internal Audit, Internal Controls, Risk Analysis, Options, Mutual Funds, Credit, Economics, Relationship Management, Structured Products, Structured Finance, Cash Management, Hedging, Equities, Retail Banking
Education
Manchester Business School
Certificate, Compliance and Risk Management
Citi November 2014 - Present
Citi May 2013 - November 2014
Homeschool Teacher July 2007 - May 2013
RBS Citizens, NA April 2007 - February 2010
Investors Bank & Trust 2005 - 2007
PFPC 2004 - 2005
Countrywide 2003 - 2005
First Tennessee Bank 1995 - 1997
Skills
Compliance, Financial Analysis, Risk Management, Risk, Derivatives, Accounting, Excel, MBS, Reconciliation, AML, Basel II, Banking, Access, Operational Risk..., Asset Management, Enterprise Risk..., Analysis, Credit Risk, Corporate Finance, Finance, Credit Analysis, Bloomberg, Loans, Investments, Sarbanes-Oxley Act, Business Analysis, Treasury Management, Treasury, Process Improvement, ALM, Financial Services, Financial Markets, Securities, Forecasting, Investment Banking, Budgets, Internal Audit, Internal Controls, Risk Analysis, Options, Mutual Funds, Credit, Economics, Relationship Management, Structured Products, Structured Finance, Cash Management, Hedging, Equities, Retail Banking
Education
Manchester Business School
Certificate, Compliance and Risk Management
John DesRoches's Investors Bank & Trust Experience June 1989 - September 1996
Job Owner, Alpha Financial Services Group
Industry Information Technology and Services
Experience
Alpha Financial Services Group March 2002 - Present
Wellington Management 2014 - 2015
Wellington Management 2014 - 2015
Linedata January 2010 - May 2012
Thomson Financial September 1996 - February 2002
Macgregor 2001 - 2002
Investors Bank & Trust June 1989 - September 1996
Skills
Product Management, Business Analysis, Trading Systems, Software Project..., Requirements Analysis, Agile Methodologies, Fixed Income, Equities, Software Development, Derivatives, Full SDLC, Six Sigma, FX trading, Security Lending, Hedge Funds, Mutual Funds, US GAAP, FASB, Logical Data Modeling, Functional Requirements, Foreign Exchange
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2001
MBA, Finance
Boston College - Carroll School of Management 1984 — 1988
Bachelor of Science (BS), Economics, Marketing, Management, Honors
Alpha Financial Services Group March 2002 - Present
Wellington Management 2014 - 2015
Wellington Management 2014 - 2015
Linedata January 2010 - May 2012
Thomson Financial September 1996 - February 2002
Macgregor 2001 - 2002
Investors Bank & Trust June 1989 - September 1996
Skills
Product Management, Business Analysis, Trading Systems, Software Project..., Requirements Analysis, Agile Methodologies, Fixed Income, Equities, Software Development, Derivatives, Full SDLC, Six Sigma, FX trading, Security Lending, Hedge Funds, Mutual Funds, US GAAP, FASB, Logical Data Modeling, Functional Requirements, Foreign Exchange
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2001
MBA, Finance
Boston College - Carroll School of Management 1984 — 1988
Bachelor of Science (BS), Economics, Marketing, Management, Honors
Glenn Happ's Investors Bank & Trust Experience August 2006 - June 2007
Job Vice President, Corporate Compliance
Industry Financial Services
Experience
State Street Vice PresidentFidelity InvestmentsFebruary 2012 - December 2013
Fidelity Investments January 2010 - February 2012
JPMorgan Chase May 2009 - December 2009
J.P. Morgan 2009 - 2009
Barclays Global Investors September 2008 - December 2008
Fidelity Investments (FPCMS) September 2007 - September 2008
State Street Bank June 2007 - August 2007
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust September 2004 - August 2006
Investors Bank & Trust March 2002 - September 2004
Skills
Client Service, Fund Accounting, Middle Office, Trading, Conversions, Project Management, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 2000
MBA, International Business
Bentley University 1988 — 1992
B.S., Economics - Finance
State Street Vice PresidentFidelity InvestmentsFebruary 2012 - December 2013
Fidelity Investments January 2010 - February 2012
JPMorgan Chase May 2009 - December 2009
J.P. Morgan 2009 - 2009
Barclays Global Investors September 2008 - December 2008
Fidelity Investments (FPCMS) September 2007 - September 2008
State Street Bank June 2007 - August 2007
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust September 2004 - August 2006
Investors Bank & Trust March 2002 - September 2004
Skills
Client Service, Fund Accounting, Middle Office, Trading, Conversions, Project Management, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 2000
MBA, International Business
Bentley University 1988 — 1992
B.S., Economics - Finance
Ryan Dumond, CFS's Investors Bank & Trust Experience 1997 - 1999
Job Regional Vice President Life Sales at AXA Equitable
Industry Financial Services
Experience
AXA Equitable April 2012 - Present
AXA Equitable December 2011 - April 2012
AXA Equitable August 2011 - April 2012
The Phoenix Companies July 2007 - July 2011
Webster Investments December 2003 - February 2006
Investors Bank & Trust 1997 - 1999
Skills
Series 7, Series 63, Certified Fund..., Strategic Financial..., Long-term Care, Estate Planning, Investments, Insurance, Retirement, Fixed Annuities, Mutual Funds, 401k, Disability Insurance, Asset Allocation, Wealth Management, Series 6, Life Insurance, Retirement Planning, Financial Planning
Education
Assumption College 1993 — 1997
BA, Accounting/Finance
Newington High School
AXA Equitable April 2012 - Present
AXA Equitable December 2011 - April 2012
AXA Equitable August 2011 - April 2012
The Phoenix Companies July 2007 - July 2011
Webster Investments December 2003 - February 2006
Investors Bank & Trust 1997 - 1999
Skills
Series 7, Series 63, Certified Fund..., Strategic Financial..., Long-term Care, Estate Planning, Investments, Insurance, Retirement, Fixed Annuities, Mutual Funds, 401k, Disability Insurance, Asset Allocation, Wealth Management, Series 6, Life Insurance, Retirement Planning, Financial Planning
Education
Assumption College 1993 — 1997
BA, Accounting/Finance
Newington High School
Dean Hogencamp, CFA's Investors Bank & Trust Experience June 2002 - September 2004
Job Sr. Valuation Director
Industry Financial Services
Experience
Hilco Valuation Services September 2006 - Present
Investors Bank & Trust June 2002 - September 2004
Brown Brothers Harriman & Co. (BBH) 2000 - 2002
Skills
Appraisals, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Asset Management, Microsoft Office, Strategic Planning, Investments, Portfolio Management
Education
Bentley University 1996 — 2000
Hilco Valuation Services September 2006 - Present
Investors Bank & Trust June 2002 - September 2004
Brown Brothers Harriman & Co. (BBH) 2000 - 2002
Skills
Appraisals, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Asset Management, Microsoft Office, Strategic Planning, Investments, Portfolio Management
Education
Bentley University 1996 — 2000
Shayantan Mukherjee's Investors Bank & Trust Experience July 2005 - September 2005
Job Lead Data Analyst (Enterprise BI) at Biogen
Industry Information Technology and Services
Experience
Biogen February 2015 - Present
Biogen Idec October 2010 - January 2015
iTech US Inc February 2009 - September 2010
Colaborative Consulting October 2007 - February 2009
Biogen September 2005 - October 2007
Investors Bank & Trust July 2005 - September 2005
UshaComm November 2000 - August 2003
SREI Infrastructure Finance Limited June 1999 - November 2000
Skills
ETL, Data Warehousing, Informatica, Business Intelligence, Data Integration, Business Objects, SDLC, Pre-sales, PL/SQL, Data Warehouse..., Master Data Management, Data Modeling, OLAP, Oracle, SSIS, Business Analysis, Requirements Analysis
Education
SUNY Polytechnic Institute 2003 — 2005
MS, Telecom
IBS Hyderabad 1997 — 1999
MBA, IT, Finance
Bengal Engineering and Science University, Shibpur 1993 — 1997
Bachelor of Engineering (BE)
Biogen February 2015 - Present
Biogen Idec October 2010 - January 2015
iTech US Inc February 2009 - September 2010
Colaborative Consulting October 2007 - February 2009
Biogen September 2005 - October 2007
Investors Bank & Trust July 2005 - September 2005
UshaComm November 2000 - August 2003
SREI Infrastructure Finance Limited June 1999 - November 2000
Skills
ETL, Data Warehousing, Informatica, Business Intelligence, Data Integration, Business Objects, SDLC, Pre-sales, PL/SQL, Data Warehouse..., Master Data Management, Data Modeling, OLAP, Oracle, SSIS, Business Analysis, Requirements Analysis
Education
SUNY Polytechnic Institute 2003 — 2005
MS, Telecom
IBS Hyderabad 1997 — 1999
MBA, IT, Finance
Bengal Engineering and Science University, Shibpur 1993 — 1997
Bachelor of Engineering (BE)
William Ahern, CFA, CMT's Investors Bank & Trust Experience 1987 - 1988
Job Portfolio Manager/Fixed Income
Industry Investment Management
Experience
Eaton Vance Management 1994 - 2014
Eaton Vance Management 1993 - 1994
Eaton Vance Management 1992 - 1993
Eaton Vance Management 1989 - 1992
Investors Bank & Trust 1987 - 1988
Skills
Fixed Income, Investment Strategies, Asset Allocation, Bonds, Mutual Funds, Investment Management, Asset Managment, Portfolio Management, Investment Advisory, Trading, Investments, Wealth Management, Bloomberg, Futures Trading, Technical Analysis, Municipal Bonds, Asset Management, ETFs, Securities, Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS Finance
Babson College
MBA
Boston College
BA, Economics
Eaton Vance Management 1994 - 2014
Eaton Vance Management 1993 - 1994
Eaton Vance Management 1992 - 1993
Eaton Vance Management 1989 - 1992
Investors Bank & Trust 1987 - 1988
Skills
Fixed Income, Investment Strategies, Asset Allocation, Bonds, Mutual Funds, Investment Management, Asset Managment, Portfolio Management, Investment Advisory, Trading, Investments, Wealth Management, Bloomberg, Futures Trading, Technical Analysis, Municipal Bonds, Asset Management, ETFs, Securities, Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS Finance
Babson College
MBA
Boston College
BA, Economics
Jay Schrock's Investors Bank & Trust Experience 1999 - 2002
Job Assistant Vice President Client Flow Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management 2002 - Present
Investors Bank & Trust 1999 - 2002
Putnam Investments 1991 - 1999
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments
Education
Boston University Questrom School of Business 2004 — 2005
Masters of Science in Investment Management, Finance
Baldwin Wallace University 1986 — 1990
Wellington Management 2002 - Present
Investors Bank & Trust 1999 - 2002
Putnam Investments 1991 - 1999
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments
Education
Boston University Questrom School of Business 2004 — 2005
Masters of Science in Investment Management, Finance
Baldwin Wallace University 1986 — 1990
David Socha's Investors Bank & Trust Experience November 2006 - November 2007
Job Assistant Vice President at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street Alternative Investment Solutions May 2013 - Present
State Street Corp July 2011 - May 2013
State Street Corp April 2011 - July 2011
State Street Corp November 2009 - April 2011
State Street Corp April 2008 - November 2009
Investors Bank & Trust November 2006 - November 2007
Education
Bentley University 2011 — 2013
Master of Science, Finance
Merrimack College 2000 — 2004
Bachelor of Science in Business Administration, Finance
State Street Alternative Investment Solutions May 2013 - Present
State Street Corp July 2011 - May 2013
State Street Corp April 2011 - July 2011
State Street Corp November 2009 - April 2011
State Street Corp April 2008 - November 2009
Investors Bank & Trust November 2006 - November 2007
Education
Bentley University 2011 — 2013
Master of Science, Finance
Merrimack College 2000 — 2004
Bachelor of Science in Business Administration, Finance
Kevin Gaede's Investors Bank & Trust Experience 2002 - May 2005
Job Lead Consultant at Collaborative Consulting
Industry Management Consulting
Experience
Collaborative Consulting March 2015 - Present
Fuld + Company December 2014 - March 2015
State Street April 2008 - May 2014
Fidelity Investments May 2005 - December 2007
Investors Bank & Trust 2002 - May 2005
Deloitte & Touche 1993 - 2002
Skills
Product Management, Product Development, Visionary, Idea Generation, Collaborative Leadership, Cross-functional Team..., Mentoring, Market Requirements..., Product Road Mapping, Business Requirements, Business Writing, Business Analysis, Business Process..., Business Workflows, System Implementations, Coaching, Performance Reviews, Financial Modeling, Management Consulting, Asset Management, Wealth Management, Wireframes, Visio, Private Equity, Financial Services, Project Management
Education
Bentley University 1990 — 1993
BS, Accounting
Collaborative Consulting March 2015 - Present
Fuld + Company December 2014 - March 2015
State Street April 2008 - May 2014
Fidelity Investments May 2005 - December 2007
Investors Bank & Trust 2002 - May 2005
Deloitte & Touche 1993 - 2002
Skills
Product Management, Product Development, Visionary, Idea Generation, Collaborative Leadership, Cross-functional Team..., Mentoring, Market Requirements..., Product Road Mapping, Business Requirements, Business Writing, Business Analysis, Business Process..., Business Workflows, System Implementations, Coaching, Performance Reviews, Financial Modeling, Management Consulting, Asset Management, Wealth Management, Wireframes, Visio, Private Equity, Financial Services, Project Management
Education
Bentley University 1990 — 1993
BS, Accounting
Steven D'Agati's Investors Bank & Trust Experience May 2002 - July 2007
Job Senior Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2010 - Present
State Street July 2007 - December 2009
Investors Bank & Trust May 2002 - July 2007
Brown Brothers Harriman April 1996 - May 2002
JP Morgan February 1995 - April 1996
Citigroup June 1988 - February 1995
National Westminster Bank August 1987 - June 1988
Skills
Corporate Actions, Middle Office, Securities Lending, Mutual Funds, Fixed Income, Global Custody, Securities, Settlement, Equities, Back Office, Derivatives, Financial Services, Investments, Risk Management
Education
Adelphi University 1989 — 1992
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Miller Place High School 1979 — 1983
NY Regents Diploma, Honors HS Education
Fidelity Investments January 2010 - Present
State Street July 2007 - December 2009
Investors Bank & Trust May 2002 - July 2007
Brown Brothers Harriman April 1996 - May 2002
JP Morgan February 1995 - April 1996
Citigroup June 1988 - February 1995
National Westminster Bank August 1987 - June 1988
Skills
Corporate Actions, Middle Office, Securities Lending, Mutual Funds, Fixed Income, Global Custody, Securities, Settlement, Equities, Back Office, Derivatives, Financial Services, Investments, Risk Management
Education
Adelphi University 1989 — 1992
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Miller Place High School 1979 — 1983
NY Regents Diploma, Honors HS Education
Candace Cavalier's Investors Bank & Trust Experience March 2004 - March 2007
Job Mutual Fund Attorney
Industry Legal Services
Experience
Axiom December 2013 - Present
Brown Brothers Harriman March 2010 - November 2013
K&L Gates March 2007 - April 2009
Investors Bank & Trust March 2004 - March 2007
U.S. Securities and Exchange Commission August 1998 - July 2001
Skills
Securities, Securities Regulation, Mergers, Due Diligence, Mutual Funds, SEC, Mergers & Acquisitions, Legal Writing, Financial Services, Corporate Governance, Investment Advisory, Legal Research, Corporate Law, Risk Management, Hedge Funds
Education
Boston University School of Law 2004 — 2006
LL.M., Banking and Financial Law
American University Washington College of Law 1995 — 1998
J.D., Law
University of Pennsylvania 1990 — 1994
B.A., International Relations, French and Econ
Calhoun
Axiom December 2013 - Present
Brown Brothers Harriman March 2010 - November 2013
K&L Gates March 2007 - April 2009
Investors Bank & Trust March 2004 - March 2007
U.S. Securities and Exchange Commission August 1998 - July 2001
Skills
Securities, Securities Regulation, Mergers, Due Diligence, Mutual Funds, SEC, Mergers & Acquisitions, Legal Writing, Financial Services, Corporate Governance, Investment Advisory, Legal Research, Corporate Law, Risk Management, Hedge Funds
Education
Boston University School of Law 2004 — 2006
LL.M., Banking and Financial Law
American University Washington College of Law 1995 — 1998
J.D., Law
University of Pennsylvania 1990 — 1994
B.A., International Relations, French and Econ
Calhoun
Richard Windmuller's Investors Bank & Trust Experience October 2005 - January 2007
Job NYC Fireman
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi January 2007 - January 2008
Investors Bank & Trust October 2005 - January 2007
Boston life, Inc December 2005 - December 2006
Skills
Private Equity, Hedge Funds, Financial Modeling, Corporate Finance, Asset Management, Valuation, Leadership, Fixed Income, Financial Analysis, Equities, Capital Markets, Banking
Education
State University of New York at New Paltz 2000 — 2005
Bachelors, International Business
Kanazawa University 2003 — 2004
Japanese
Bank of Tokyo-Mitsubishi January 2007 - January 2008
Investors Bank & Trust October 2005 - January 2007
Boston life, Inc December 2005 - December 2006
Skills
Private Equity, Hedge Funds, Financial Modeling, Corporate Finance, Asset Management, Valuation, Leadership, Fixed Income, Financial Analysis, Equities, Capital Markets, Banking
Education
State University of New York at New Paltz 2000 — 2005
Bachelors, International Business
Kanazawa University 2003 — 2004
Japanese
Alfred (Al) LeDoux's Investors Bank & Trust Experience 2001 - 2005
Job Director, Enterprise Networks & Data Center Operations at Wright Express
Industry Financial Services
Experience
Wright Express September 2010 - Present
Wright Express February 2007 - August 2010
Wright Express May 2006 - January 2007
Investors Bank & Trust 2001 - 2005
Wellington Management 1999 - 2001
State Street 1969 - 1999
Skills
Data Center, PMO, Problem Solving, Vendor Management, Vendor Relations, IT Management, SDLC, Operations Management, Disaster Recovery, Business Analysis, Change Management, Business Management, Metrics, Team Management, Team Building, Team Leadership, Risk Management, People Management, Requirements Analysis, IT Operations, MS Project, Planning, Business Continuity
Education
Anna Maria College 1979 — 1981
MBA, Finance
Clark University 1969 — 1974
BSBA, Accounting, Economics, Finance
Wright Express September 2010 - Present
Wright Express February 2007 - August 2010
Wright Express May 2006 - January 2007
Investors Bank & Trust 2001 - 2005
Wellington Management 1999 - 2001
State Street 1969 - 1999
Skills
Data Center, PMO, Problem Solving, Vendor Management, Vendor Relations, IT Management, SDLC, Operations Management, Disaster Recovery, Business Analysis, Change Management, Business Management, Metrics, Team Management, Team Building, Team Leadership, Risk Management, People Management, Requirements Analysis, IT Operations, MS Project, Planning, Business Continuity
Education
Anna Maria College 1979 — 1981
MBA, Finance
Clark University 1969 — 1974
BSBA, Accounting, Economics, Finance
David Warman's Investors Bank & Trust Experience January 2006 - July 2007
Job Securities Lending Associate at eSecLending
Industry Financial Services
Experience
eSecLending January 2013 - Present
Wellington Management September 2011 - January 2012
Wellington Management March 2008 - December 2008
Investors Bank & Trust January 2006 - July 2007
State Street Bank July 2003 - November 2006
Thomson Financial March 2003 - June 2003
Education
Bentley University 1999 — 2008
BS, Finance
eSecLending January 2013 - Present
Wellington Management September 2011 - January 2012
Wellington Management March 2008 - December 2008
Investors Bank & Trust January 2006 - July 2007
State Street Bank July 2003 - November 2006
Thomson Financial March 2003 - June 2003
Education
Bentley University 1999 — 2008
BS, Finance
Sirisha Tella's Investors Bank & Trust Experience February 2006 - December 2006
Job Senior Quality/Data Analyst
Industry Information Technology and Services
Experience
Harvard Vanguard Medical Associates October 2011 - Present
EMC October 2009 - September 2011
West Bend Mutual Insurance November 2007 - September 2009
Capgemini January 2007 - October 2007
Investors Bank & Trust February 2006 - December 2006
Essel Software & Services Ltd February 2003 - March 2004
Government of Andhra Pradesh June 1994 - July 2001
Skills
Data Analysis, Data Warehousing, ETL Testing, Informatica, Crystal Reports, Crystal Xcelsius, Software Quality..., PL/SQL Programming, SOA, SQL, SDLC, ETL
Education
Sri Padmavati Mahila Viswavidyalayam 1989 — 1991
Master's degree
Harvard Vanguard Medical Associates October 2011 - Present
EMC October 2009 - September 2011
West Bend Mutual Insurance November 2007 - September 2009
Capgemini January 2007 - October 2007
Investors Bank & Trust February 2006 - December 2006
Essel Software & Services Ltd February 2003 - March 2004
Government of Andhra Pradesh June 1994 - July 2001
Skills
Data Analysis, Data Warehousing, ETL Testing, Informatica, Crystal Reports, Crystal Xcelsius, Software Quality..., PL/SQL Programming, SOA, SQL, SDLC, ETL
Education
Sri Padmavati Mahila Viswavidyalayam 1989 — 1991
Master's degree
Anna Rodrigues's Investors Bank & Trust Experience 1989 - 1994
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation December 1997 - Present
First Data Corporation 1994 - 1997
Investors Bank & Trust 1989 - 1994
Skills
Equities, Project Management, Mutual Funds, Financial Reporting, Securities, Talent Management
Education
Bentley University 1985 — 1989
Bachelor of Science (BS), Finance
State Street Corporation December 1997 - Present
First Data Corporation 1994 - 1997
Investors Bank & Trust 1989 - 1994
Skills
Equities, Project Management, Mutual Funds, Financial Reporting, Securities, Talent Management
Education
Bentley University 1985 — 1989
Bachelor of Science (BS), Finance
Sheryl Asnes's Investors Bank & Trust Experience November 2005 - November 2006
Job Treasury Analyst, AVP Blue Hills Bank
Industry Financial Services
Experience
Blue Hills Bank January 2014 - Present
Citizens Bank August 2011 - January 2014
The Education Resources Institute Inc. (TERI) November 2006 - February 2011
Striar JCC at the Fireman Campus 2004 - 2007
Investors Bank & Trust November 2005 - November 2006
FleetBoston Financial (now Bank of America ) 1988 - 2004
Skills
Financial Modeling, Cash Management, Risk Management, Financial Analysis, Forecasting, Fixed Income, Investments, Banking, Financial Reporting, Budgeting, Derivatives, Financial Planning, Risk, Treasury Management, Cash Flow, Strategic Financial..., Financial Risk, Budgets, Finance, Management, Corporate Finance, Commercial Lending, Financial Services, Credit Analysis, Commercial Banking
Education
Boston University 2003 — 2005
Certificate, Financial Planning
Bentley University 1984 — 1988
BS, Finance
Brockton High 1980 — 1984
Blue Hills Bank January 2014 - Present
Citizens Bank August 2011 - January 2014
The Education Resources Institute Inc. (TERI) November 2006 - February 2011
Striar JCC at the Fireman Campus 2004 - 2007
Investors Bank & Trust November 2005 - November 2006
FleetBoston Financial (now Bank of America ) 1988 - 2004
Skills
Financial Modeling, Cash Management, Risk Management, Financial Analysis, Forecasting, Fixed Income, Investments, Banking, Financial Reporting, Budgeting, Derivatives, Financial Planning, Risk, Treasury Management, Cash Flow, Strategic Financial..., Financial Risk, Budgets, Finance, Management, Corporate Finance, Commercial Lending, Financial Services, Credit Analysis, Commercial Banking
Education
Boston University 2003 — 2005
Certificate, Financial Planning
Bentley University 1984 — 1988
BS, Finance
Brockton High 1980 — 1984
Svetlana Ivaskevich's Investors Bank & Trust Experience May 2001 - December 2006
Job Private Equity Finance Manager at Grove Street Advisors LLC
Industry Financial Services
Experience
Grove Street Advisors LLC January 2007 - Present
Investors Bank & Trust May 2001 - December 2006
Skills
Financial Analysis, Equities, Investments, Corporate Finance, Alternative Investments, Bloomberg, Derivatives, Private Equity, Fund Of Funds, Performance Analysis, Financial Reporting, Financial Statement..., Fund Administration, Capital, Finance, Portfolio Management, Fund Accounting, Mutual Funds, Hotel Asset Management
Education
Cornell University 2013 — 2014
Certificate Program, Strategic Leadership for the Hospitality Professional: Focus on Hotel Real Estate Investments
Cornell University 2012 — 2013
Certificate Program, Hotel Real Estate Investments & Asset Management
Northeastern University 1998 — 2001
Bachelor of Science (B.S.), Finance and Financial Management Services
Odessa State Economics University 1993 — 1997
Associate of Science (A.S.), Finance, General
Grove Street Advisors LLC January 2007 - Present
Investors Bank & Trust May 2001 - December 2006
Skills
Financial Analysis, Equities, Investments, Corporate Finance, Alternative Investments, Bloomberg, Derivatives, Private Equity, Fund Of Funds, Performance Analysis, Financial Reporting, Financial Statement..., Fund Administration, Capital, Finance, Portfolio Management, Fund Accounting, Mutual Funds, Hotel Asset Management
Education
Cornell University 2013 — 2014
Certificate Program, Strategic Leadership for the Hospitality Professional: Focus on Hotel Real Estate Investments
Cornell University 2012 — 2013
Certificate Program, Hotel Real Estate Investments & Asset Management
Northeastern University 1998 — 2001
Bachelor of Science (B.S.), Finance and Financial Management Services
Odessa State Economics University 1993 — 1997
Associate of Science (A.S.), Finance, General
Anne Colucci's Investors Bank & Trust Experience June 1996 - August 1998
Job Trading Operations Manager
Industry Financial Services
Experience
Wellington Management 1998 - Present
Investors Bank & Trust June 1996 - August 1998
Skills
Fund Accounting, Bloomberg, Equities, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Structured Products, Private Equity, Capital Markets, Bonds, Mutual Funds, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MSF, Finance
Tufts University 1990 — 1994
BA, Economics, Psychology
Wellington Management 1998 - Present
Investors Bank & Trust June 1996 - August 1998
Skills
Fund Accounting, Bloomberg, Equities, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Structured Products, Private Equity, Capital Markets, Bonds, Mutual Funds, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MSF, Finance
Tufts University 1990 — 1994
BA, Economics, Psychology
Jennifer J. Mortimer's Investors Bank & Trust Experience 1994 - 2005
Job Chief Compliance Officer at Century Capital Management, LLC
Industry Financial Services
Experience
Century Capital Management, LLC June 2014 - Present
Foreside Compliance Services LLC December 2012 - June 2014
Foreside Compliance Services LLC April 2011 - December 2012
Wellington Management June 2010 - April 2011
Wellington Management 2005 - 2010
Investors Bank & Trust 1994 - 2005
Skills
Mutual Funds, Compliance, Investment Advisers Act, Investment Company Act, Due Diligence, Securities, Investment Management, AML, Asset Management, Alternative Investments, FINRA, Hedge Funds, Equities
Education
Bentley College
Certificate of Accountancy, Accounting
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1992
Bachelor of Arts, Economics
Century Capital Management, LLC June 2014 - Present
Foreside Compliance Services LLC December 2012 - June 2014
Foreside Compliance Services LLC April 2011 - December 2012
Wellington Management June 2010 - April 2011
Wellington Management 2005 - 2010
Investors Bank & Trust 1994 - 2005
Skills
Mutual Funds, Compliance, Investment Advisers Act, Investment Company Act, Due Diligence, Securities, Investment Management, AML, Asset Management, Alternative Investments, FINRA, Hedge Funds, Equities
Education
Bentley College
Certificate of Accountancy, Accounting
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1992
Bachelor of Arts, Economics
Glen Aylward's Investors Bank & Trust Experience 2002 - 2006
Job Transfer Agency Operations Manager
Industry Financial Services
Experience
Brown Brothers Harriman August 2006 - Present
Investors Bank & Trust 2002 - 2006
Boston Financial Data Services - Defined Contribution Services Division 2001 - 2001
boston financial 2001 - 2001
Colbent Corporation 1997 - 2001
Skills
Mutual Funds, Hedge Funds, Corporate Actions
Education
Assumption College 1988 — 1992
BA, English
Bridgton Academy 1987 — 1988
Brown Brothers Harriman August 2006 - Present
Investors Bank & Trust 2002 - 2006
Boston Financial Data Services - Defined Contribution Services Division 2001 - 2001
boston financial 2001 - 2001
Colbent Corporation 1997 - 2001
Skills
Mutual Funds, Hedge Funds, Corporate Actions
Education
Assumption College 1988 — 1992
BA, English
Bridgton Academy 1987 — 1988
Janice Deering's Investors Bank & Trust Experience 1998 - 1999
Job Associate Director Client Services at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics November 2014 - Present
Lewtan March 2014 - November 2014
Lewtan December 2012 - March 2014
Lewtan March 2009 - December 2012
Lewtan July 2008 - 2009
Keds,Inc 2005 - 2007
Lewtan Technologies 1999 - 2005
Investors Bank & Trust 1998 - 1999
Skills
Excel, SQL, Access, Securitization, Structured Finance, Hyperion
Education
Bentley University 1994 — 1998
BS, Finance
Moody's Analytics November 2014 - Present
Lewtan March 2014 - November 2014
Lewtan December 2012 - March 2014
Lewtan March 2009 - December 2012
Lewtan July 2008 - 2009
Keds,Inc 2005 - 2007
Lewtan Technologies 1999 - 2005
Investors Bank & Trust 1998 - 1999
Skills
Excel, SQL, Access, Securitization, Structured Finance, Hyperion
Education
Bentley University 1994 — 1998
BS, Finance
Di Tu's Investors Bank & Trust Experience 1997 - 2003
Job Staff Accountant at Securities and Exchange Commission
Industry Financial Services
Experience
Securities and Exchange Commission November 2003 - Present
Investors Bank & Trust 1997 - 2003
Education
Bentley University 1993 — 1997
BS, Finance
Securities and Exchange Commission November 2003 - Present
Investors Bank & Trust 1997 - 2003
Education
Bentley University 1993 — 1997
BS, Finance
William Simpson's Investors Bank & Trust Experience March 2004 - August 2005
Job Officer Private Equity Analytics
Industry Financial Services
Experience
State Street Alternative Investment Solutions January 2015 - Present
Harvard Management Company August 2007 - December 2014
Harvard Management Company August 2005 - August 2007
Investors Bank & Trust March 2004 - August 2005
Skills
Investments, Mutual Funds, Portfolio Management, Bloomberg, Securities, Financial Reporting, Trading, Asset Management, Accounting, Excel, Analysis, Cash Management, PowerPoint, Word, Research, Microsoft Office, Budgeting, Equities, Financial Analysis, Financial Modeling, Fund Accounting, Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Financial Services, Valuation, Microsoft Word, Asset Allocation, Microsoft Excel, Budgets, Investment Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
MBA, Finance - Global Financial Analysis
Bentley University 2001 — 2003
BS, Corporate Finance and Accounting
State Street Alternative Investment Solutions January 2015 - Present
Harvard Management Company August 2007 - December 2014
Harvard Management Company August 2005 - August 2007
Investors Bank & Trust March 2004 - August 2005
Skills
Investments, Mutual Funds, Portfolio Management, Bloomberg, Securities, Financial Reporting, Trading, Asset Management, Accounting, Excel, Analysis, Cash Management, PowerPoint, Word, Research, Microsoft Office, Budgeting, Equities, Financial Analysis, Financial Modeling, Fund Accounting, Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Financial Services, Valuation, Microsoft Word, Asset Allocation, Microsoft Excel, Budgets, Investment Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
MBA, Finance - Global Financial Analysis
Bentley University 2001 — 2003
BS, Corporate Finance and Accounting
Amanda Light's Investors Bank & Trust Experience 2006 - 2008
Job Training Consultant at State Street
Industry Financial Services
Experience
State Street Bank 2006 - Present
Investors Bank & Trust 2006 - 2008
South Shore Hospital 2003 - 2006
South Shore Hospital 2003 - 2006
Discover Financial Services 1999 - 2003
Discover Financial Services 1995 - 1999
Skills
Onboarding, Performance Management, Talent Management, Training, Applicant Tracking..., Employee Relations, HRIS, Coaching, Organizational..., Employee Engagement, Human Resources, Training Delivery, Change Management, Talent Acquisition, Succession Planning, Conflict Resolution, Customer Service, Program Management, Leadership, Staff Development, Career Counseling, Time Management, Team Building, New Hire Orientations, Instructional Design, Management, Team Leadership, Leadership Development, Workshop Facilitation, Employee Training, Career Development, Management Development
Education
Arizona State University West 2000 — 2002
Communication Studies
The Ohio State University 1997 — 2000
State Street Bank 2006 - Present
Investors Bank & Trust 2006 - 2008
South Shore Hospital 2003 - 2006
South Shore Hospital 2003 - 2006
Discover Financial Services 1999 - 2003
Discover Financial Services 1995 - 1999
Skills
Onboarding, Performance Management, Talent Management, Training, Applicant Tracking..., Employee Relations, HRIS, Coaching, Organizational..., Employee Engagement, Human Resources, Training Delivery, Change Management, Talent Acquisition, Succession Planning, Conflict Resolution, Customer Service, Program Management, Leadership, Staff Development, Career Counseling, Time Management, Team Building, New Hire Orientations, Instructional Design, Management, Team Leadership, Leadership Development, Workshop Facilitation, Employee Training, Career Development, Management Development
Education
Arizona State University West 2000 — 2002
Communication Studies
The Ohio State University 1997 — 2000
Janice Desmond, CPA's Investors Bank & Trust Experience 2005 - 2007
Job Financial Services Executive
Industry Financial Services
Experience
Mercer Investment Management May 2010 - Present
State Street 2007 - 2009
Investors Bank & Trust 2005 - 2007
Deutsche Asset Management 2001 - 2005
Wellington Management 1999 - 2001
Sunlife Financial 1998 - 1999
PricewaterhouseCoopers 1991 - 1998
Education
Bentley University
Accounting
Framingham State University
BA, Psychology
Mercer Investment Management May 2010 - Present
State Street 2007 - 2009
Investors Bank & Trust 2005 - 2007
Deutsche Asset Management 2001 - 2005
Wellington Management 1999 - 2001
Sunlife Financial 1998 - 1999
PricewaterhouseCoopers 1991 - 1998
Education
Bentley University
Accounting
Framingham State University
BA, Psychology
Imani Cabey's Investors Bank & Trust Experience 2007 - 2008
Job
Industry Financial Services
Experience
College Bound Dorchester October 2010 - Present
ABCD Financial Futures Initiative January 2011 - Present
Mother Caroline Academy and Educational Center September 2011 - Present
Boston Private Bank and Trust Company Wealth Management April 2008 - October 2008
State Street Bank & Trust January 2007 - April 2008
Investors Bank & Trust 2007 - 2008
Skills
Nonprofits, Financial Reporting, Investments, Budgets, Salesforce.com, Strategic Planning
Education
Boston University
Andrews University
BBA, Marketing
Universidad Adventista del Plata 2003 — 2003
Spanish
College Bound Dorchester October 2010 - Present
ABCD Financial Futures Initiative January 2011 - Present
Mother Caroline Academy and Educational Center September 2011 - Present
Boston Private Bank and Trust Company Wealth Management April 2008 - October 2008
State Street Bank & Trust January 2007 - April 2008
Investors Bank & Trust 2007 - 2008
Skills
Nonprofits, Financial Reporting, Investments, Budgets, Salesforce.com, Strategic Planning
Education
Boston University
Andrews University
BBA, Marketing
Universidad Adventista del Plata 2003 — 2003
Spanish
Bo Jackson's Investors Bank & Trust Experience October 1996 - March 2005
Job Vice President/ Sr Portfolio Manager at SSgA
Industry Financial Services
Experience
SSgA March 2005 - Present
Investors Bank & Trust October 1996 - March 2005
Education
Bentley University
MSF, Finance
University of Massachusetts Dartmouth
MS, Finance
SSgA March 2005 - Present
Investors Bank & Trust October 1996 - March 2005
Education
Bentley University
MSF, Finance
University of Massachusetts Dartmouth
MS, Finance
Janaki Balasubramanian, CPA,MST's Investors Bank & Trust Experience 2006 - 2006
Job Director Tax at Virtusa Corporation
Industry Accounting
Experience
Virtusa Corporation May 2011 - Present
Supertax Inc September 2009 - April 2011
Marcum LLP 2010 - 2010
Deloitte Tax LLP May 2008 - August 2009
Deloitte Tax LLP December 2007 - April 2008
Ropes & Gray LLP September 2001 - November 2007
Investors Bank & Trust 2006 - 2006
Investors Bank & Trust 2006 - 2006
Vitale, Caturano & Co November 1998 - April 2001
Skills
International Tax, Tax, Tax Preparation, Corporate Tax, Accounting, GAAP, Tax Returns, FIN 48, Tax Advisory, Partnership Taxation, Financial Statements, Income Tax, Tax Accounting, Financial Reporting, CPA, US GAAP, Tax Research
Education
Bentley University 1995 — 1999
Masters, Taxation
Virtusa Corporation May 2011 - Present
Supertax Inc September 2009 - April 2011
Marcum LLP 2010 - 2010
Deloitte Tax LLP May 2008 - August 2009
Deloitte Tax LLP December 2007 - April 2008
Ropes & Gray LLP September 2001 - November 2007
Investors Bank & Trust 2006 - 2006
Investors Bank & Trust 2006 - 2006
Vitale, Caturano & Co November 1998 - April 2001
Skills
International Tax, Tax, Tax Preparation, Corporate Tax, Accounting, GAAP, Tax Returns, FIN 48, Tax Advisory, Partnership Taxation, Financial Statements, Income Tax, Tax Accounting, Financial Reporting, CPA, US GAAP, Tax Research
Education
Bentley University 1995 — 1999
Masters, Taxation
David Manion, CPA, CGMA, MST's Investors Bank & Trust Experience May 1999 - February 2000
Job Assistant Treasurer & Senior Director John Hancock Funds
Industry Investment Management
Experience
John Hancock Funds February 2008 - Present
State Street Bank / Investors Bank & Trust Company May 2006 - February 2008
KPMG LLP August 2004 - May 2006
Allmerica Financial July 2003 - August 2004
KPMG LLP February 2000 - July 2003
Investors Bank & Trust May 1999 - February 2000
Chevy Chase Bank July 1997 - May 1999
Frank & Company, p.c. October 1996 - July 1997
Cahners Publishing March 1996 - September 1996
Skills
Big 4, Accounting Research, Technical Accounting, SEC filings, US GAAP, Audit, Accounting Policy, Mutual Funds, Accounting, Financial Reporting, Internal Audit, Investments, SEC reporting, SOX, Internal Controls, Auditing, CPA, Assurance, GAAP, External Audit, Risk Management, SAS70, Cash Flow, Financial Risk, Sarbanes-Oxley, Financial Statements, Financial Services, Risk Assessment, Fund Administration, Fund Accounting, Securities, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning
Education
Bentley University 2010 — 2013
Master's Degree, Taxation
Northeastern University
BSBA, Accounting
John Hancock Funds February 2008 - Present
State Street Bank / Investors Bank & Trust Company May 2006 - February 2008
KPMG LLP August 2004 - May 2006
Allmerica Financial July 2003 - August 2004
KPMG LLP February 2000 - July 2003
Investors Bank & Trust May 1999 - February 2000
Chevy Chase Bank July 1997 - May 1999
Frank & Company, p.c. October 1996 - July 1997
Cahners Publishing March 1996 - September 1996
Skills
Big 4, Accounting Research, Technical Accounting, SEC filings, US GAAP, Audit, Accounting Policy, Mutual Funds, Accounting, Financial Reporting, Internal Audit, Investments, SEC reporting, SOX, Internal Controls, Auditing, CPA, Assurance, GAAP, External Audit, Risk Management, SAS70, Cash Flow, Financial Risk, Sarbanes-Oxley, Financial Statements, Financial Services, Risk Assessment, Fund Administration, Fund Accounting, Securities, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning
Education
Bentley University 2010 — 2013
Master's Degree, Taxation
Northeastern University
BSBA, Accounting
Adam Chausse's Investors Bank & Trust Experience February 2007 - June 2007
Job Assistant Vice President, State Street
Industry Financial Services
Experience
State Street September 2013 - Present
J.P. Morgan August 2011 - September 2013
State Street September 2008 - July 2011
State Street July 2007 - September 2008
Investors Bank & Trust February 2007 - June 2007
Investors Bank & Trust June 2006 - January 2007
Skills
Hedge Funds, Equities, Fixed Income, Fund Accounting, Bloomberg, Derivatives, Securities, Alternative Investments, Valuation, Fund Administration, Fund Of Funds, Investments, FX Options, Private Equity, Corporate Actions, Options
Education
Assumption College
Griffith University
State Street September 2013 - Present
J.P. Morgan August 2011 - September 2013
State Street September 2008 - July 2011
State Street July 2007 - September 2008
Investors Bank & Trust February 2007 - June 2007
Investors Bank & Trust June 2006 - January 2007
Skills
Hedge Funds, Equities, Fixed Income, Fund Accounting, Bloomberg, Derivatives, Securities, Alternative Investments, Valuation, Fund Administration, Fund Of Funds, Investments, FX Options, Private Equity, Corporate Actions, Options
Education
Assumption College
Griffith University
Jack Schreibman's Investors Bank & Trust Experience March 2002 - June 2003
Job Infrastructure Architect/VP at Barclays Investment Bank
Industry Computer Software
Experience
Barclays Investment Bank May 2012 - Present
The Depository Trust & Clearing Corporation June 2011 - May 2012
City of New York/DOITT March 2007 - May 2011
Bank of America August 2005 - March 2007
JPMorgan Chase & Co. July 2003 - July 2005
Investors Bank & Trust March 2002 - June 2003
AIG November 2001 - February 2002
Sumitomo Mitsui Banking Corporation March 1999 - October 2001
Citi March 1998 - February 1999
Chase April 1996 - February 1998
Skills
WebSphere MQ, WebSphere Message Broker, IIB, WebSphere Application..., WebSphere ESB, TIBCO EMS, Solace, SOA, Enterprise Architecture, Java Enterprise Edition, IBM Tivoli, Omegamon, BMC Patrol, Unicenter NeuMICS, Unix, QPasa, Java, montran, SWIFT Messaging, Oracle, CICS, OFAC, z/os, Linux, DB2, IBM AIX, Solaris, SDLC, Data Warehousing, Integration, WebSphere, Disaster Recovery, Infrastructure
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Computer Science
City University of New York City College
Bachelor of Science (BS), Mathematics
Barclays Investment Bank May 2012 - Present
The Depository Trust & Clearing Corporation June 2011 - May 2012
City of New York/DOITT March 2007 - May 2011
Bank of America August 2005 - March 2007
JPMorgan Chase & Co. July 2003 - July 2005
Investors Bank & Trust March 2002 - June 2003
AIG November 2001 - February 2002
Sumitomo Mitsui Banking Corporation March 1999 - October 2001
Citi March 1998 - February 1999
Chase April 1996 - February 1998
Skills
WebSphere MQ, WebSphere Message Broker, IIB, WebSphere Application..., WebSphere ESB, TIBCO EMS, Solace, SOA, Enterprise Architecture, Java Enterprise Edition, IBM Tivoli, Omegamon, BMC Patrol, Unicenter NeuMICS, Unix, QPasa, Java, montran, SWIFT Messaging, Oracle, CICS, OFAC, z/os, Linux, DB2, IBM AIX, Solaris, SDLC, Data Warehousing, Integration, WebSphere, Disaster Recovery, Infrastructure
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Computer Science
City University of New York City College
Bachelor of Science (BS), Mathematics
Christopher Gobron's Investors Bank & Trust Experience July 1998 - February 2004
Job Fixed Income Performance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2007 - Present
Wellington Management February 2004 - June 2007
Investors Bank & Trust July 1998 - February 2004
Skills
Fixed Income, Performance Attribution, Fund Accounting, Fund Administration, Investment Performance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2003
MBA, Concentration in Finance
University of Massachusetts, Amherst 1991 — 1995
BA, Economics, French
Wellington Management July 2007 - Present
Wellington Management February 2004 - June 2007
Investors Bank & Trust July 1998 - February 2004
Skills
Fixed Income, Performance Attribution, Fund Accounting, Fund Administration, Investment Performance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2003
MBA, Concentration in Finance
University of Massachusetts, Amherst 1991 — 1995
BA, Economics, French
Andrew Durica's Investors Bank & Trust Experience March 2006 - July 2007
Job Financial Reporting Manager, Senior Associate at State Street Bank
Industry Financial Services
Experience
State Street Bank July 2007 - Present
Investors Bank & Trust March 2006 - July 2007
Parsons Brinckerhoff September 2001 - March 2006
Skills
GAAP, Financial Statements, Management, Business Development, Fund Administration, SEC filings, Derivatives, Fixed Income, Microsoft Excel, Bloomberg, Mutual Funds, Financial Services, Financial Reporting, Financial Analysis
Education
Bentley University 1999 — 2001
BS, Marketing
St. Joseph's College 1997 — 1999
Business Administration
Norwell High School 1993 — 1997
State Street Bank July 2007 - Present
Investors Bank & Trust March 2006 - July 2007
Parsons Brinckerhoff September 2001 - March 2006
Skills
GAAP, Financial Statements, Management, Business Development, Fund Administration, SEC filings, Derivatives, Fixed Income, Microsoft Excel, Bloomberg, Mutual Funds, Financial Services, Financial Reporting, Financial Analysis
Education
Bentley University 1999 — 2001
BS, Marketing
St. Joseph's College 1997 — 1999
Business Administration
Norwell High School 1993 — 1997
Jennifer Varney's Investors Bank & Trust Experience March 2006 - May 2008
Job Investment Operations Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2015 - Present
Atlantic Trust April 2011 - August 2014
State Street Bank & Trust May 2008 - April 2011
Investors Bank & Trust March 2006 - May 2008
Mercer HR Services August 2005 - January 2006
Skills
Customer Relations, Accounting, Reconciling, Telephone Skills, Bank Reconciliation, Microsoft Excel, Investments, Financial Services, Securities, Equities
Education
Assumption College 2001 — 2005
Bachelor of Arts, International Business and History
Wellington Management January 2015 - Present
Atlantic Trust April 2011 - August 2014
State Street Bank & Trust May 2008 - April 2011
Investors Bank & Trust March 2006 - May 2008
Mercer HR Services August 2005 - January 2006
Skills
Customer Relations, Accounting, Reconciling, Telephone Skills, Bank Reconciliation, Microsoft Excel, Investments, Financial Services, Securities, Equities
Education
Assumption College 2001 — 2005
Bachelor of Arts, International Business and History
Ben Dutton's Investors Bank & Trust Experience July 1999 - October 2005
Job Vice President, Manager Cash Services
Industry Investment Management
Experience
Wellington Management July 2013 - Present
Wellington Management October 2005 - July 2013
Investors Bank & Trust July 1999 - October 2005
Education
Suffolk University - Sawyer Business School 2006 — 2009
Masters, Business Administration - Finance
Assumption College 1995 — 1999
B.S, Marketing and Finance
Wellington Management July 2013 - Present
Wellington Management October 2005 - July 2013
Investors Bank & Trust July 1999 - October 2005
Education
Suffolk University - Sawyer Business School 2006 — 2009
Masters, Business Administration - Finance
Assumption College 1995 — 1999
B.S, Marketing and Finance
Heather Peck's Investors Bank & Trust Experience 1990 - 2000
Job Independent Management Consulting Professional
Industry
Experience
Grove Street Advisors 2001 - 2003
Bain Capital 2000 - 2001
Investors Bank & Trust 1990 - 2000
Putnam Investments 1990 - 1992
Arthur Andersen 1988 - 1990
Education
Babson College 1986 — 1988
BA, Accounting
Hobart and William Smith Colleges 1983 — 1987
Grove Street Advisors 2001 - 2003
Bain Capital 2000 - 2001
Investors Bank & Trust 1990 - 2000
Putnam Investments 1990 - 1992
Arthur Andersen 1988 - 1990
Education
Babson College 1986 — 1988
BA, Accounting
Hobart and William Smith Colleges 1983 — 1987
Derik Cavignano's Investors Bank & Trust Experience 2004 - 2007
Job VP Derivatives Accounting and Reporting at MetLife
Industry
Experience
MetLife September 2007 - Present
Investors Bank & Trust 2004 - 2007
KPMG US 1997 - 2004
Skills
Financial Systems, Accounting System, Year End Accounts, Finance, Sarbanes-Oxley Act, SEC filings, Mutual Funds, US GAAP, GAAP, Consolidation, Risk Management, Financial Analysis, Financial Reporting, Financial Statements, Capital Markets, Internal Controls, Fixed Income, Derivatives
Education
Babson College 1992 — 1996
BS, Accounting
MetLife September 2007 - Present
Investors Bank & Trust 2004 - 2007
KPMG US 1997 - 2004
Skills
Financial Systems, Accounting System, Year End Accounts, Finance, Sarbanes-Oxley Act, SEC filings, Mutual Funds, US GAAP, GAAP, Consolidation, Risk Management, Financial Analysis, Financial Reporting, Financial Statements, Capital Markets, Internal Controls, Fixed Income, Derivatives
Education
Babson College 1992 — 1996
BS, Accounting
Christina Rea, Esq.'s Investors Bank & Trust Experience June 2004 - September 2005
Job Deputy CCO/Legal & Compliance SME at Mphasis
Industry Financial Services
Experience
Mphasis September 2015 - Present
Christina Rea Career Consulting March 2015 - Present
HSBC July 2013 - February 2015
Navigant February 2012 - June 2013
Firm Advice April 2011 - December 2011
Value Line November 2010 - February 2011
Suffolk University August 2009 - December 2009
Robinson & Cole LLP March 2007 - March 2008
US Attorney's Office - Healthcare Fraud Division October 2005 - September 2006
Investors Bank & Trust June 2004 - September 2005
Skills
Consulting, Equity Research, Financial Reporting, Litigation Consulting, Legal Research, Financial Markets, Due Diligence, Legal Writing, Legal Compliance, Westlaw, Financial Analysis, FCPA, Document Review, Research, SAR development, Compliance, AML, KYC, Investigative Research, Bank Secrecy Act, Quality Assurance, LexisNexis, GAAP, Securities Litigation, Quality Auditing, Foreclosures, Residential Mortgages, Document Drafting, Excel, Word, Outlook, Brief Writing, Account Reconciliation, Financial Accounting, Analysis, Finance, Financial Risk, Litigation Support, Litigation, Microsoft Excel, Microsoft Word, Securities, Management, Banking, Risk Management, Fraud, Financial Services, Anti Money Laundering
Education
Suffolk University Law School 2005 — 2009
JD, Law
Bentley University 2001 — 2004
Bachelor's, Finance
Mphasis September 2015 - Present
Christina Rea Career Consulting March 2015 - Present
HSBC July 2013 - February 2015
Navigant February 2012 - June 2013
Firm Advice April 2011 - December 2011
Value Line November 2010 - February 2011
Suffolk University August 2009 - December 2009
Robinson & Cole LLP March 2007 - March 2008
US Attorney's Office - Healthcare Fraud Division October 2005 - September 2006
Investors Bank & Trust June 2004 - September 2005
Skills
Consulting, Equity Research, Financial Reporting, Litigation Consulting, Legal Research, Financial Markets, Due Diligence, Legal Writing, Legal Compliance, Westlaw, Financial Analysis, FCPA, Document Review, Research, SAR development, Compliance, AML, KYC, Investigative Research, Bank Secrecy Act, Quality Assurance, LexisNexis, GAAP, Securities Litigation, Quality Auditing, Foreclosures, Residential Mortgages, Document Drafting, Excel, Word, Outlook, Brief Writing, Account Reconciliation, Financial Accounting, Analysis, Finance, Financial Risk, Litigation Support, Litigation, Microsoft Excel, Microsoft Word, Securities, Management, Banking, Risk Management, Fraud, Financial Services, Anti Money Laundering
Education
Suffolk University Law School 2005 — 2009
JD, Law
Bentley University 2001 — 2004
Bachelor's, Finance
Hani Mansour, MBA's Investors Bank & Trust Experience May 2007 - October 2009
Job Senior Financial Analyst at CVS Health
Industry Financial Services
Experience
CVS Health November 2014 - Present
State Street December 2012 - November 2014
State Street October 2010 - December 2012
State Street Corporation February 2009 - October 2010
Investors Bank & Trust May 2007 - October 2009
Skills
Financial Analysis, Financial Accounting, Accounting, Financial Reporting, Finance, Oracle Applications, Essbase, Oracle E-Business Suite, Account Reconciliation, Investments, Access Database, Khalix, Bloomberg, SAP ERP, PeopleSoft, Access, Analysis
Education
Northeastern University - Graduate School of Business Administration 2009 — 2012
MBA, Finance, General
Alexandria University 1998 — 2002
Bachelors, Business
CVS Health November 2014 - Present
State Street December 2012 - November 2014
State Street October 2010 - December 2012
State Street Corporation February 2009 - October 2010
Investors Bank & Trust May 2007 - October 2009
Skills
Financial Analysis, Financial Accounting, Accounting, Financial Reporting, Finance, Oracle Applications, Essbase, Oracle E-Business Suite, Account Reconciliation, Investments, Access Database, Khalix, Bloomberg, SAP ERP, PeopleSoft, Access, Analysis
Education
Northeastern University - Graduate School of Business Administration 2009 — 2012
MBA, Finance, General
Alexandria University 1998 — 2002
Bachelors, Business
Jona Pillsbury's Investors Bank & Trust Experience August 1998 - August 1999
Job Executive Team Leader of Human Resources
Industry Retail
Experience
Target January 2011 - Present
Old Navy February 2008 - January 2011
Old Navy October 2002 - February 2008
TD Banknorth October 1999 - October 2002
Investors Bank & Trust August 1998 - August 1999
Education
Assumption College 1994 — 1998
BA, Accounting/Communications
Target January 2011 - Present
Old Navy February 2008 - January 2011
Old Navy October 2002 - February 2008
TD Banknorth October 1999 - October 2002
Investors Bank & Trust August 1998 - August 1999
Education
Assumption College 1994 — 1998
BA, Accounting/Communications
Brian Meade's Investors Bank & Trust Experience July 2000 - May 2002
Job Compounding Consultant at Bird's Hill Compounding Pharmacy
Industry Pharmaceuticals
Experience
Bird's Hill Compounding Pharmacy April 2015 - Present
Transworld Systems April 2009 - April 2015
Bird's Hill Compounding Pharmacy 2015 - 2015
Transworld Systems June 2002 - April 2009
Investors Bank & Trust July 2000 - May 2002
Skills
Healthcare, Billing, Customer Service, Business Development, Strategic Partnerships, Account Management, Marketing, Strategic Planning, Sales, Prospecting Skills, EMR, Revenue Cycle, Dental Sales, Hosting Webinars, Medical Billing, Microsoft Excel, Microsoft Word, Healthcare Consulting, Accounts Receivable, PowerPoint, Salesforce Training
Education
Assumption College 1996 — 2000
BA, Marketing
Lowell High School 1992 — 1996
Bird's Hill Compounding Pharmacy April 2015 - Present
Transworld Systems April 2009 - April 2015
Bird's Hill Compounding Pharmacy 2015 - 2015
Transworld Systems June 2002 - April 2009
Investors Bank & Trust July 2000 - May 2002
Skills
Healthcare, Billing, Customer Service, Business Development, Strategic Partnerships, Account Management, Marketing, Strategic Planning, Sales, Prospecting Skills, EMR, Revenue Cycle, Dental Sales, Hosting Webinars, Medical Billing, Microsoft Excel, Microsoft Word, Healthcare Consulting, Accounts Receivable, PowerPoint, Salesforce Training
Education
Assumption College 1996 — 2000
BA, Marketing
Lowell High School 1992 — 1996
Catherine Camden's Investors Bank & Trust Experience August 2004 - August 2007
Job Compliance Specialist at Boston Private
Industry Banking
Experience
Citizens Financial Group, Inc. March 2015 - Present
Boston Private August 2007 - April 2015
Investors Bank & Trust August 2004 - August 2007
The Washington Trust Company May 2001 - August 2001
Skills
Risk Management, Banking, Internal Audit, KYC, Privacy Law
Education
American University 2000 — 2004
Bachelors of Science, Political Science
Citizens Financial Group, Inc. March 2015 - Present
Boston Private August 2007 - April 2015
Investors Bank & Trust August 2004 - August 2007
The Washington Trust Company May 2001 - August 2001
Skills
Risk Management, Banking, Internal Audit, KYC, Privacy Law
Education
American University 2000 — 2004
Bachelors of Science, Political Science
James Main's Investors Bank & Trust Experience September 2005 - September 2006
Job Assistant Vice President, Relationship Management at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
State Street September 2006 - May 2015
State Street December 2010 - March 2011
Investors Bank & Trust September 2005 - September 2006
Investors Bank & Trust June 2002 - September 2005
Barclays Investment Bank February 2001 - May 2002
Skills
Equities, Derivatives, Investments, Asset Management, Portfolio Management, Fund Accounting, Corporate Actions, Fixed Income, Mutual Funds, Bloomberg, Securities, Middle Office, Bonds, Financial Services, Learning & Development..., Training, E-Learning, Public Speaking, Microsoft Excel, Securities Lending, Back Office, Alternative Investments, Fund Administration, Financial Analysis
Education
St. Mary's College of California 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration, 4.0
California Polytechnic State University-San Luis Obispo 1997 — 2000
Bachelor's Degree, Financial Management and International Business, 3.98
American River College
Accounting, 4.0
State Street June 2015 - Present
State Street September 2006 - May 2015
State Street December 2010 - March 2011
Investors Bank & Trust September 2005 - September 2006
Investors Bank & Trust June 2002 - September 2005
Barclays Investment Bank February 2001 - May 2002
Skills
Equities, Derivatives, Investments, Asset Management, Portfolio Management, Fund Accounting, Corporate Actions, Fixed Income, Mutual Funds, Bloomberg, Securities, Middle Office, Bonds, Financial Services, Learning & Development..., Training, E-Learning, Public Speaking, Microsoft Excel, Securities Lending, Back Office, Alternative Investments, Fund Administration, Financial Analysis
Education
St. Mary's College of California 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration, 4.0
California Polytechnic State University-San Luis Obispo 1997 — 2000
Bachelor's Degree, Financial Management and International Business, 3.98
American River College
Accounting, 4.0
Elton Alushaj's Investors Bank & Trust Experience 2005 - 2007
Job Financial Analyst at Brookline Bancorp
Industry Financial Services
Experience
Brookline Bancorp 2012 - Present
BNY Mellon 2011 - 2012
State Street 2007 - 2011
Investors Bank & Trust 2005 - 2007
Education
Bentley College 2003 — 2005
Bachelor of Science (BS), Marketing & Accounting
Brookline Bancorp 2012 - Present
BNY Mellon 2011 - 2012
State Street 2007 - 2011
Investors Bank & Trust 2005 - 2007
Education
Bentley College 2003 — 2005
Bachelor of Science (BS), Marketing & Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY