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)
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Investors Bank & Trust Employees
Employee
Years
Job
Industry
Frederick Griffin Frederick Griffin's Investors Bank & Trust Experience September 2004 - July 2007
Job Engineer at National Grid
Industry Utilities
Experience
National Grid June 2012 - Present
Verizon July 2007 - June 2012
Investor's Bank & Trust September 2004 - July 2007
State Street Bank June 1999 - August 2003
Skills
Excel, Word, AutoCAD, MathCAD, Solidworks, SAP, MultiSIM, Microsoft Office, C++, Circuit Analysis, GIS, Account Management
Education
Northeastern University 2013 — 2017
Master of Science (M.S.), Engineering Management
Northeastern University 2007 — 2012
Bachelor of Science, Electrical Engineering Technology, Graduate
Pace University 2011 — 2012
Certificate- AIT, Telecommunications- Mobile Technologies, Certificate Completed
University of Massachusetts 1994 — 1999
Bachelor of the Arts, Legal Studies, Graduate
National Grid June 2012 - Present
Verizon July 2007 - June 2012
Investor's Bank & Trust September 2004 - July 2007
State Street Bank June 1999 - August 2003
Skills
Excel, Word, AutoCAD, MathCAD, Solidworks, SAP, MultiSIM, Microsoft Office, C++, Circuit Analysis, GIS, Account Management
Education
Northeastern University 2013 — 2017
Master of Science (M.S.), Engineering Management
Northeastern University 2007 — 2012
Bachelor of Science, Electrical Engineering Technology, Graduate
Pace University 2011 — 2012
Certificate- AIT, Telecommunications- Mobile Technologies, Certificate Completed
University of Massachusetts 1994 — 1999
Bachelor of the Arts, Legal Studies, Graduate
Scott Toth Scott Toth's Investors Bank & Trust Experience May 2001 - August 2003
Job Trade Settlements Supervisor at Van Eck Global | Market Vectors ETFs
Industry Investment Management
Experience
Van Eck Global September 2014 - Present
Hudson Homes Sotheby's International Realty January 2013 - Present
Van Eck Global Market Vectors ETFs November 2013 - September 2014
Altrinsic Global Advisors May 2011 - October 2012
Newgate Capital Management LLC September 2003 - August 2011
Investor’s Bank & Trust May 2001 - August 2003
Allegiance Telecom September 2000 - April 2001
Skills
Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Investments, Securities, Fixed Income, Mutual Funds, Procedure Development, Process Improvement, Advent, Financial Services, Equities, Corporate Actions, Proxy Voting, Middle Office, Back Office, International..., Options, Trading
Education
Skidmore College 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Rye Country Day School 1993 — 1996
Van Eck Global September 2014 - Present
Hudson Homes Sotheby's International Realty January 2013 - Present
Van Eck Global Market Vectors ETFs November 2013 - September 2014
Altrinsic Global Advisors May 2011 - October 2012
Newgate Capital Management LLC September 2003 - August 2011
Investor’s Bank & Trust May 2001 - August 2003
Allegiance Telecom September 2000 - April 2001
Skills
Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Investments, Securities, Fixed Income, Mutual Funds, Procedure Development, Process Improvement, Advent, Financial Services, Equities, Corporate Actions, Proxy Voting, Middle Office, Back Office, International..., Options, Trading
Education
Skidmore College 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Rye Country Day School 1993 — 1996
Tim Hulme, PMP Tim Hulme, PMP's Investors Bank & Trust Experience March 2005 - July 2007
Job Technical Project Manager at PPOC
Industry Hospital & Health Care
Experience
Pediatric Physicians' Organization at Children's (PPOC) October 2013 - Present
Sturdy Memorial Hospital June 2009 - September 2013
State Street Corporation July 2007 - January 2009
Investors Bank & Trust March 2005 - July 2007
MEDITECH 1999 - 2005
MEDITECH 1994 - 1999
Skills
Meditech, Software Project..., Project Management, Centricity, Healthcare Information..., Health Information..., Patient Portal, EMR, SDLC, IT Operations, PMP, CBORD, Vendor Relationships, Vendor Management, IT Management, IT Operations Management, Applications Software...
Education
University of Rhode Island 1990 — 1994
Bachelor of Science, Political Science
Mount Saint Charles
Mount Saint Charles
Mount Saint Charles
Pediatric Physicians' Organization at Children's (PPOC) October 2013 - Present
Sturdy Memorial Hospital June 2009 - September 2013
State Street Corporation July 2007 - January 2009
Investors Bank & Trust March 2005 - July 2007
MEDITECH 1999 - 2005
MEDITECH 1994 - 1999
Skills
Meditech, Software Project..., Project Management, Centricity, Healthcare Information..., Health Information..., Patient Portal, EMR, SDLC, IT Operations, PMP, CBORD, Vendor Relationships, Vendor Management, IT Management, IT Operations Management, Applications Software...
Education
University of Rhode Island 1990 — 1994
Bachelor of Science, Political Science
Mount Saint Charles
Mount Saint Charles
Mount Saint Charles
Corey Osinski's Investors Bank & Trust Experience August 2002 - December 2004
Job Regional Sales Specialist at Osiris Therapeutics
Industry Medical Devices
Experience
Osiris Therapeutics July 2015 - Present
Tactile Medical March 2011 - July 2015
Bausch + Lomb March 2008 - March 2011
Medical Resources, Inc. February 2006 - March 2008
Phone Depot December 2004 - February 2006
Investor's Bank & Trust August 2002 - December 2004
Belenenses of Lisbon, Portugal August 2000 - March 2002
Education
Siena College 1996 — 2000
B.A, English
Osiris Therapeutics July 2015 - Present
Tactile Medical March 2011 - July 2015
Bausch + Lomb March 2008 - March 2011
Medical Resources, Inc. February 2006 - March 2008
Phone Depot December 2004 - February 2006
Investor's Bank & Trust August 2002 - December 2004
Belenenses of Lisbon, Portugal August 2000 - March 2002
Education
Siena College 1996 — 2000
B.A, English
Sarah Al-Obaidi Sarah Al-Obaidi's Investors Bank & Trust Experience June 2005 - October 2005
Job Senior Financial Analyst at Dunkin' Brands
Industry Food & Beverages
Experience
Dunkin' Brands February 2014 - Present
BNY Mellon December 2012 - February 2014
BNY Mellon January 2008 - January 2013
Investor’s Bank & Trust June 2005 - October 2005
Putnam Investments 2003 - 2005
Skills
Bloomberg, Microsoft Office, Analysis, Problem Solving, Process Development, Fund Accounting, Process Simulation, Financial Analysis, Accounting, Account Reconciliation, Mutual Funds, Fixed Income, Financial Reporting, Auditing, Portfolio Management, Risk Management, Securities, Microsoft Excel, Finance, Investments
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA, Entrepreneurship and Public Administration, 4.0
Bridgewater State University 2001 — 2005
BS in Finance, Accounting & Finance, 3.6
Dunkin' Brands February 2014 - Present
BNY Mellon December 2012 - February 2014
BNY Mellon January 2008 - January 2013
Investor’s Bank & Trust June 2005 - October 2005
Putnam Investments 2003 - 2005
Skills
Bloomberg, Microsoft Office, Analysis, Problem Solving, Process Development, Fund Accounting, Process Simulation, Financial Analysis, Accounting, Account Reconciliation, Mutual Funds, Fixed Income, Financial Reporting, Auditing, Portfolio Management, Risk Management, Securities, Microsoft Excel, Finance, Investments
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA, Entrepreneurship and Public Administration, 4.0
Bridgewater State University 2001 — 2005
BS in Finance, Accounting & Finance, 3.6
Alex Lakovetsky Alex Lakovetsky's Investors Bank & Trust Experience January 2006 - February 2007
Job Financial Analysis / Investment Management
Industry Investment Management
Experience
Peju Winery January 2013 - February 2013
Vega Capital Group February 2009 - December 2012
Redwood Trust March 2007 - December 2008
Investors Bank & Trust January 2006 - February 2007
Skills
Russian, Finance, Financial Analysis, Financial Reporting, Financial Risk, Accounting, Financial Accounting, Research, Account Reconciliation, Fund Accounting, Hedge Funds, Investments, Portfolio Management, Analysis, Quantitative Research, Bloomberg, SQL, Microsoft Office, Microsoft Excel, Spreadsheets, Financial Modeling, Banking, Due Diligence, Valuation, Project Management, Corporate Finance, Forecasting, Mergers & Acquisitions
Education
University of San Francisco 2001 — 2005
Bachelor of Science in Business/Finance and Financial Economics, Finance and Economics, Dean’s Honor Roll, 3.50/4.00 GPA, 3.62/4.00 Major GPA.
Peju Winery January 2013 - February 2013
Vega Capital Group February 2009 - December 2012
Redwood Trust March 2007 - December 2008
Investors Bank & Trust January 2006 - February 2007
Skills
Russian, Finance, Financial Analysis, Financial Reporting, Financial Risk, Accounting, Financial Accounting, Research, Account Reconciliation, Fund Accounting, Hedge Funds, Investments, Portfolio Management, Analysis, Quantitative Research, Bloomberg, SQL, Microsoft Office, Microsoft Excel, Spreadsheets, Financial Modeling, Banking, Due Diligence, Valuation, Project Management, Corporate Finance, Forecasting, Mergers & Acquisitions
Education
University of San Francisco 2001 — 2005
Bachelor of Science in Business/Finance and Financial Economics, Finance and Economics, Dean’s Honor Roll, 3.50/4.00 GPA, 3.62/4.00 Major GPA.
Jack Whalen Jack Whalen's Investors Bank & Trust Experience 2003 - 2005
Job
Industry
Experience
Wellington Management September 2014 - Present
Wellington Management August 2012 - April 2014
Wellington Management January 2007 - August 2012
E*TRADE Financial 2005 - 2007
Investors Bank & Trust 2003 - 2005
State Street 2001 - 2003
State Street 1999 - 2001
State Street 1995 - 1999
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor's Degree, Finance
Wellington Management September 2014 - Present
Wellington Management August 2012 - April 2014
Wellington Management January 2007 - August 2012
E*TRADE Financial 2005 - 2007
Investors Bank & Trust 2003 - 2005
State Street 2001 - 2003
State Street 1999 - 2001
State Street 1995 - 1999
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor's Degree, Finance
Sokha K. Sen's Investors Bank & Trust Experience July 2006 - December 2007
Job Senior Associate, Securities Valuation
Industry Financial Services
Experience
STATE STREET CORPORATION October 2012 - Present
STATE STREET CORPORATION January 2010 - October 2012
IBT/ STATE STREET CORPORATION September 2008 - December 2009
INVESTORS BANK & TRUST July 2006 - December 2007
Skills
Equities, Fixed Income, Mutual Funds, Bloomberg, Investments, Derivatives, Financial Analysis, Financial Services, Securities, Portfolio Management, Asset Management, Hedge Funds, Risk Management, Financial Modeling, Banking
Education
Johnson & Wales University 2004 — 2006
Master of Science, Finance
University of Rhode Island 1997 — 2001
Bachelor of Science, Finance
STATE STREET CORPORATION October 2012 - Present
STATE STREET CORPORATION January 2010 - October 2012
IBT/ STATE STREET CORPORATION September 2008 - December 2009
INVESTORS BANK & TRUST July 2006 - December 2007
Skills
Equities, Fixed Income, Mutual Funds, Bloomberg, Investments, Derivatives, Financial Analysis, Financial Services, Securities, Portfolio Management, Asset Management, Hedge Funds, Risk Management, Financial Modeling, Banking
Education
Johnson & Wales University 2004 — 2006
Master of Science, Finance
University of Rhode Island 1997 — 2001
Bachelor of Science, Finance
Bill Weydemeyer, MBA, CFP® Bill Weydemeyer, MBA, CFP®'s Investors Bank & Trust Experience March 2005 - January 2006
Job Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group January 2006 - Present
Investor's Bank & Trust March 2005 - January 2006
John Hancock October 2004 - May 2005
Skills
Financial Planning, Wealth Management, Tax, Asset Managment, Tax Preparation, Estate Planning, Personal Tax Planning, Retirement Planning, Investments, Asset Allocation, Finance, Investment Management, Wealth, Mutual Funds, Fixed Annuities, Financial Services, Retirement, Securities, Portfolio Management, Risk Management
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Finance
Boston University Center for Professional Education 2007 — 2009
Financial Planning Certificate, Financial Planning
Hamilton College 2000 — 2004
Bachelor of Arts, Communications
The Colony Group January 2006 - Present
Investor's Bank & Trust March 2005 - January 2006
John Hancock October 2004 - May 2005
Skills
Financial Planning, Wealth Management, Tax, Asset Managment, Tax Preparation, Estate Planning, Personal Tax Planning, Retirement Planning, Investments, Asset Allocation, Finance, Investment Management, Wealth, Mutual Funds, Fixed Annuities, Financial Services, Retirement, Securities, Portfolio Management, Risk Management
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Finance
Boston University Center for Professional Education 2007 — 2009
Financial Planning Certificate, Financial Planning
Hamilton College 2000 — 2004
Bachelor of Arts, Communications
Sean Raposa Sean Raposa's Investors Bank & Trust Experience April 2004 - August 2005
Job Founder/EditorinChief at Temple of Sports
Industry Sports
Experience
Temple of Sports February 2013 - Present
STATS LLC November 2012 - Present
RotoWire.com August 2011 - Present
KBeach Global Radio July 2012 - December 2012
Pacific Home Remodeling November 2011 - May 2012
Fidelity Investments August 2005 - September 2006
Investor's Bank & Trust April 2004 - August 2005
Skills
Sports, Customer Service, Analysis, Program Management, Social Media, Facebook, Social Networking, Sports Writing, Social Media Marketing, Blogging, Sports Marketing, Football, Journalism, Marketing, Microsoft Excel, Microsoft Office, Radio, Sales
Education
North Attleboro High School
Bryant University 2000 — 2003
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Temple of Sports February 2013 - Present
STATS LLC November 2012 - Present
RotoWire.com August 2011 - Present
KBeach Global Radio July 2012 - December 2012
Pacific Home Remodeling November 2011 - May 2012
Fidelity Investments August 2005 - September 2006
Investor's Bank & Trust April 2004 - August 2005
Skills
Sports, Customer Service, Analysis, Program Management, Social Media, Facebook, Social Networking, Sports Writing, Social Media Marketing, Blogging, Sports Marketing, Football, Journalism, Marketing, Microsoft Excel, Microsoft Office, Radio, Sales
Education
North Attleboro High School
Bryant University 2000 — 2003
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Steve Poirier's Investors Bank & Trust Experience March 2000 - December 2002
Job 20+ years of Excellent Customer Service
Industry Consumer Services
Experience
Transitions Liquidation Services February 2012 - Present
DMSE - Dave McGillvray Sports Enterprise June 2009 - Present
Servpro of Fitchburg/Leominster January 2003 - February 2011
Investor's Bank & Trust March 2000 - December 2002
Hertz Corporation March 1999 - March 2000
QANTAS Airways November 1990 - February 1999
Skills
Customer Service, Microsoft Office, Scheduling, Insurance, Accounting, Process Scheduler, Office Management
Education
University of Massachusetts 1995 — 1998
BS, Management
Bunker Hill Community College 1993 — 1995
AS, Business Administration
Transitions Liquidation Services February 2012 - Present
DMSE - Dave McGillvray Sports Enterprise June 2009 - Present
Servpro of Fitchburg/Leominster January 2003 - February 2011
Investor's Bank & Trust March 2000 - December 2002
Hertz Corporation March 1999 - March 2000
QANTAS Airways November 1990 - February 1999
Skills
Customer Service, Microsoft Office, Scheduling, Insurance, Accounting, Process Scheduler, Office Management
Education
University of Massachusetts 1995 — 1998
BS, Management
Bunker Hill Community College 1993 — 1995
AS, Business Administration
Jeff Richard's Investors Bank & Trust Experience May 2001 - February 2007
Job Royal Philips, Senior Director, Technology
Industry Information Services
Experience
Philips Electronics May 2012 - Present
Citigroup June 2010 - June 2012
Fidelity Investments March 2007 - June 2010
Investors Bank & Trust May 2001 - February 2007
Forum Financial Group January 1997 - April 2001
Skills
IT Strategy, Technology Evaluation, Strategic Planning, Middle Office, Fund Accounting, Architecture, Enterprise Architecture, IT Governance, Master Data Management, Vendor Management, SDLC, Application Architecture, Offshoring, IT Management, SOA, Data Warehousing, Software Development..., Outsourcing, Agile Project Management, Equities, IT Transformation, Application Development, Business Intelligence, Solution Architecture, Integration, ETL, Trading Systems, Data Quality, Financial Services, Software Development, Business Analysis, EAI, Governance, Enterprise Software, Strategy, Project Portfolio..., Java Enterprise Edition, PMO, Business Process Design, Information Technology, Architectures, Middleware, PMP, Software Project..., Agile Methodologies
Education
University of Phoenix
Bachelors, Business Management
Philips Electronics May 2012 - Present
Citigroup June 2010 - June 2012
Fidelity Investments March 2007 - June 2010
Investors Bank & Trust May 2001 - February 2007
Forum Financial Group January 1997 - April 2001
Skills
IT Strategy, Technology Evaluation, Strategic Planning, Middle Office, Fund Accounting, Architecture, Enterprise Architecture, IT Governance, Master Data Management, Vendor Management, SDLC, Application Architecture, Offshoring, IT Management, SOA, Data Warehousing, Software Development..., Outsourcing, Agile Project Management, Equities, IT Transformation, Application Development, Business Intelligence, Solution Architecture, Integration, ETL, Trading Systems, Data Quality, Financial Services, Software Development, Business Analysis, EAI, Governance, Enterprise Software, Strategy, Project Portfolio..., Java Enterprise Edition, PMO, Business Process Design, Information Technology, Architectures, Middleware, PMP, Software Project..., Agile Methodologies
Education
University of Phoenix
Bachelors, Business Management
DC Robbins DC Robbins's Investors Bank & Trust Experience August 1999 - September 2001
Job at
Industry Entertainment
Experience
DC Robbins 2014 - Present
Envi Entertainment February 2007 - Present
Echo Entertainment April 2012 - 2014
Echo Entertainment November 2007 - April 2012
ProLogic IT September 2002 - February 2007
PanAgora Asset Management September 2001 - September 2002
Investor's Bank & Trust August 1999 - September 2001
Skills
Asset Managment, Investments, Portfolio Management, Marketing Strategy, Financial Analysis, Economics, Business Development, Management, Marketing, Microsoft Excel, Strategy, Asset Management, Event Management, Television, Social Media
Education
Union College 1994 — 1999
BA, Economics
DC Robbins 2014 - Present
Envi Entertainment February 2007 - Present
Echo Entertainment April 2012 - 2014
Echo Entertainment November 2007 - April 2012
ProLogic IT September 2002 - February 2007
PanAgora Asset Management September 2001 - September 2002
Investor's Bank & Trust August 1999 - September 2001
Skills
Asset Managment, Investments, Portfolio Management, Marketing Strategy, Financial Analysis, Economics, Business Development, Management, Marketing, Microsoft Excel, Strategy, Asset Management, Event Management, Television, Social Media
Education
Union College 1994 — 1999
BA, Economics
Matt Sady's Investors Bank & Trust Experience 2005 - 2007
Job Investment Analyst Data Integrity at Hartford Investment Management Co. (HIMCO)
Industry Financial Services
Experience
Hartford Investment Management Co. (HIMCO) January 2015 - Present
Hartford Investment Management Co. (HIMCO) October 2012 - December 2014
Hartford Investment Management August 2011 - October 2012
State Street October 2005 - July 2011
Investors Bank & Trust 2005 - 2007
Skills
Mutual Funds, Bloomberg, Fixed Income, Investments, Equities, Securities, Financial Analysis, Financial Services, Derivatives, Fund Accounting, Portfolio Management, Hedge Funds, Finance, Trading, Microsoft Excel, Management, Accounting, Asset Management
Education
University of Rhode Island 2001 — 2005
Finance, Finance; Management minor
Hartford Investment Management Co. (HIMCO) January 2015 - Present
Hartford Investment Management Co. (HIMCO) October 2012 - December 2014
Hartford Investment Management August 2011 - October 2012
State Street October 2005 - July 2011
Investors Bank & Trust 2005 - 2007
Skills
Mutual Funds, Bloomberg, Fixed Income, Investments, Equities, Securities, Financial Analysis, Financial Services, Derivatives, Fund Accounting, Portfolio Management, Hedge Funds, Finance, Trading, Microsoft Excel, Management, Accounting, Asset Management
Education
University of Rhode Island 2001 — 2005
Finance, Finance; Management minor
Matt Saturley's Investors Bank & Trust Experience 2002 - 2002
Job Predictive Analytics: Technical Editor
Industry Financial Services
Experience
Freelance December 2011 - Present
FanBox 2011 - 2011
Fogg, Green & Associates 2007 - 2008
LPL Financial 2005 - 2007
Nova Analytics 2003 - 2004
Investor's Bank & Trust 2002 - 2002
Netegrity 2001 - 2001
Skills
Excel, Access, PowerPoint, Visio, SAP, MS Project, Lotus Notes, Red Hat Linux, Oracle, Bloomberg Terminal, Morningstar, Financial Analysis, Project Management, Financial Modeling, Business Analysis, Accounting, Value Investing, Client Relationship..., Team Leadership, Presentations, Market Analysis, Innovative Problem..., Proactivity, SQL, VBA, SharePoint
Education
College for Financial Planning 2009 — 2012
MS
MIT Sloan School of Management 2009 — 2009
University of Maryland College Park 2003 — 2004
Massachusetts Institute of Technology 1998 — 2001
Freelance December 2011 - Present
FanBox 2011 - 2011
Fogg, Green & Associates 2007 - 2008
LPL Financial 2005 - 2007
Nova Analytics 2003 - 2004
Investor's Bank & Trust 2002 - 2002
Netegrity 2001 - 2001
Skills
Excel, Access, PowerPoint, Visio, SAP, MS Project, Lotus Notes, Red Hat Linux, Oracle, Bloomberg Terminal, Morningstar, Financial Analysis, Project Management, Financial Modeling, Business Analysis, Accounting, Value Investing, Client Relationship..., Team Leadership, Presentations, Market Analysis, Innovative Problem..., Proactivity, SQL, VBA, SharePoint
Education
College for Financial Planning 2009 — 2012
MS
MIT Sloan School of Management 2009 — 2009
University of Maryland College Park 2003 — 2004
Massachusetts Institute of Technology 1998 — 2001
Dan Malvey's Investors Bank & Trust Experience July 2001 - August 2004
Job Finance Manager Developing Markets at Ocean Spray Cranberries
Industry Consumer Goods
Experience
Ocean Spray Cranberries July 2013 - Present
Reebok April 2013 - July 2013
Reebok January 2012 - March 2013
Reebok March 2009 - January 2012
Reebok November 2007 - March 2009
adidas Group August 2006 - 2007
Northrop Grumman April 2005 - August 2005
Investor's Bank & Trust July 2001 - August 2004
Skills
Financial Analysis, Budgeting, NPV, Business Planning, Contract Negotiation, Forecasting, Excel, Strategic Planning, PowerPoint, Financial Modeling, Data Analysis, Financial Reporting, Cross-functional Team..., Business Analysis, P&L Management, Business Strategy, Pricing, Budgets, Business Intelligence, Finance, Project Planning, Analysis, Competitive Analysis
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Corporate Strategy
Providence College 1997 — 2001
B.S., Finance, Western Civilization
Tantasqua High School
Ocean Spray Cranberries July 2013 - Present
Reebok April 2013 - July 2013
Reebok January 2012 - March 2013
Reebok March 2009 - January 2012
Reebok November 2007 - March 2009
adidas Group August 2006 - 2007
Northrop Grumman April 2005 - August 2005
Investor's Bank & Trust July 2001 - August 2004
Skills
Financial Analysis, Budgeting, NPV, Business Planning, Contract Negotiation, Forecasting, Excel, Strategic Planning, PowerPoint, Financial Modeling, Data Analysis, Financial Reporting, Cross-functional Team..., Business Analysis, P&L Management, Business Strategy, Pricing, Budgets, Business Intelligence, Finance, Project Planning, Analysis, Competitive Analysis
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Corporate Strategy
Providence College 1997 — 2001
B.S., Finance, Western Civilization
Tantasqua High School
Sommer McCormick Sommer McCormick's Investors Bank & Trust Experience 2001 - 2007
Job Contractor
Industry Events Services
Experience
Visit California 2010 - Present
california travel & tourism commission February 2007 - 2010
Investors Bank & Trust 2001 - 2007
Skills
Event Planning, Marketing Communications
Education
University of Phoenix
Visit California 2010 - Present
california travel & tourism commission February 2007 - 2010
Investors Bank & Trust 2001 - 2007
Skills
Event Planning, Marketing Communications
Education
University of Phoenix
Joselyn Bengtson Joselyn Bengtson's Investors Bank & Trust Experience 2006 - 2007
Job Ambit Energy Consultant/ HR Benefits Administrator at HR Professional.
Industry Oil & Energy
Experience
Ambit Energy February 2015 - Present
Veolia Energy North America April 2011 - January 2014
Kayem Foods Inc. February 2009 - April 2011
BTHR Solutions / BeneTemps 1998 - 2009
Goodwin Procter LLP 2008 - 2008
State Street 2007 - 2008
Investor's Bank & Trust 2006 - 2007
Fidelity Investments 1998 - 2002
Cabot Corporation 1988 - 1998
Skills
Employee Benefits, Benefits Administration, Management, HRIS, Analysis, PeopleSoft, Personnel Management, Insurance, Onboarding, Employee Relations, Disability Insurance, Human Resources, Time Management, Recruiting, FMLA, Deferred Compensation
Education
Middlesex Community College
Ambit Energy February 2015 - Present
Veolia Energy North America April 2011 - January 2014
Kayem Foods Inc. February 2009 - April 2011
BTHR Solutions / BeneTemps 1998 - 2009
Goodwin Procter LLP 2008 - 2008
State Street 2007 - 2008
Investor's Bank & Trust 2006 - 2007
Fidelity Investments 1998 - 2002
Cabot Corporation 1988 - 1998
Skills
Employee Benefits, Benefits Administration, Management, HRIS, Analysis, PeopleSoft, Personnel Management, Insurance, Onboarding, Employee Relations, Disability Insurance, Human Resources, Time Management, Recruiting, FMLA, Deferred Compensation
Education
Middlesex Community College
Jenny D. Clark Jenny D. Clark's Investors Bank & Trust Experience January 1999 - June 1999
Job Assistant Vice PresidentTreasury Services Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
Wachovia, A Wells Fargo Company March 2010 - March 2012
Wachovia, A Wells Fargo Company September 2005 - March 2010
Wachovia, A Wells Fargo Company September 2003 - September 2005
Taylor DeJongh (Iberfin Asesores, S.L.) February 2002 - July 2002
CDC Ixis Asset Management January 2001 - June 2001
Donaldson, Lufkin & Jenrette January 2000 - June 2000
Investor's Bank & Trust January 1999 - June 1999
Skills
Customer Focus, Organizational..., Multitasker, Project Coordination, Time Management, Spanish-speaking, Customer Retention, Customer Satisfaction, Organization, Project Management, Long-term Customer..., Business Travel, Travel Arrangements, Office Administration, Expense Reports, Treasury Management, Banking, Commercial Banking, Financial Analysis, Relationship Management, Management, Cash Management, Credit, Credit Analysis, Financial Services, Finance, Portfolio Management, Risk Management, Loans
Education
Northeastern University 1997 — 2003
BSIB, International Business/Finance
Universidad Pontificia Comillas (ICAI-ICADE) 2001 — 2002
Comprehensive Study and Professional Assignment, International Business
Wells Fargo March 2012 - Present
Wachovia, A Wells Fargo Company March 2010 - March 2012
Wachovia, A Wells Fargo Company September 2005 - March 2010
Wachovia, A Wells Fargo Company September 2003 - September 2005
Taylor DeJongh (Iberfin Asesores, S.L.) February 2002 - July 2002
CDC Ixis Asset Management January 2001 - June 2001
Donaldson, Lufkin & Jenrette January 2000 - June 2000
Investor's Bank & Trust January 1999 - June 1999
Skills
Customer Focus, Organizational..., Multitasker, Project Coordination, Time Management, Spanish-speaking, Customer Retention, Customer Satisfaction, Organization, Project Management, Long-term Customer..., Business Travel, Travel Arrangements, Office Administration, Expense Reports, Treasury Management, Banking, Commercial Banking, Financial Analysis, Relationship Management, Management, Cash Management, Credit, Credit Analysis, Financial Services, Finance, Portfolio Management, Risk Management, Loans
Education
Northeastern University 1997 — 2003
BSIB, International Business/Finance
Universidad Pontificia Comillas (ICAI-ICADE) 2001 — 2002
Comprehensive Study and Professional Assignment, International Business
Dominique Weyl's Investors Bank & Trust Experience January 2007 - April 2007
Job general contractor, remodeler
Industry Construction
Experience
D S Brody & Associates July 2008 - Present
Commonwealth Financial Network March 2008 - September 2008
Fidelity Investments April 2007 - April 2008
Investor's Bank & Trust January 2007 - April 2007
Chubb & Son May 2004 - December 2006
UnitedHealth Group February 2003 - February 2004
Skills
SDLC, Business Analysis, Requirements Gathering, Project Management, Cross-functional Team..., Integration, Business Process, Software Development, Analysis, Management, CRM, Analytics, Databases, E-commerce, Systems Analysis, Web Applications, Requirements Analysis, Software Project..., Agile Methodologies, Financial Services, Vendor Management, SQL, Visio, SharePoint, Business Intelligence, IT Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MBA
Brandeis University 1991 — 1995
BA
Tabor Academy 1989 — 1991
D S Brody & Associates July 2008 - Present
Commonwealth Financial Network March 2008 - September 2008
Fidelity Investments April 2007 - April 2008
Investor's Bank & Trust January 2007 - April 2007
Chubb & Son May 2004 - December 2006
UnitedHealth Group February 2003 - February 2004
Skills
SDLC, Business Analysis, Requirements Gathering, Project Management, Cross-functional Team..., Integration, Business Process, Software Development, Analysis, Management, CRM, Analytics, Databases, E-commerce, Systems Analysis, Web Applications, Requirements Analysis, Software Project..., Agile Methodologies, Financial Services, Vendor Management, SQL, Visio, SharePoint, Business Intelligence, IT Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MBA
Brandeis University 1991 — 1995
BA
Tabor Academy 1989 — 1991
Brian Bozzuto's Investors Bank & Trust Experience August 2005 - June 2007
Job Senior Manager Product Innovation at athenahealth
Industry Information Technology and Services
Experience
athenahealth December 2014 - Present
Taxware October 2013 - November 2014
BigVisible Solutions June 2008 - October 2013
LeapFrog Systems June 2007 - June 2008
Fidelity Investments June 2007 - June 2008
Investor's Bank & Trust August 2005 - June 2007
Bank of America June 2004 - August 2005
FleetBoston Financial August 2002 - May 2004
eGlean August 2001 - May 2002
Skills
Agile Project Management, Agile Methodologies, Scrum, Requirements Analysis, Project Management, Change Management, Extreme Programming, Kanban, Coaching, Lean Software..., Software Project..., Process Improvement, Training, SDLC, PMP, PMO, Requirements Gathering, Business Requirements, Enterprise Architecture, Business Analysis, Agile Coaching, Workshop Facilitation, Visio, Quality Assurance, SOA, Team Leadership, Software Development, Program Management, Integration, Web Applications, Certified Scrum Master..., Web Development, Project Portfolio..., Business Process..., Management, Test Driven Development, Six Sigma, IT Strategy, Waterfall, Testing, User Experience, MS Project, Business Intelligence, Solution Architecture, Business Process, IT Management, Enterprise Software, SharePoint, SaaS, Systems Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Leadership for Change
Bentley University 1998 — 2002
CIS
athenahealth December 2014 - Present
Taxware October 2013 - November 2014
BigVisible Solutions June 2008 - October 2013
LeapFrog Systems June 2007 - June 2008
Fidelity Investments June 2007 - June 2008
Investor's Bank & Trust August 2005 - June 2007
Bank of America June 2004 - August 2005
FleetBoston Financial August 2002 - May 2004
eGlean August 2001 - May 2002
Skills
Agile Project Management, Agile Methodologies, Scrum, Requirements Analysis, Project Management, Change Management, Extreme Programming, Kanban, Coaching, Lean Software..., Software Project..., Process Improvement, Training, SDLC, PMP, PMO, Requirements Gathering, Business Requirements, Enterprise Architecture, Business Analysis, Agile Coaching, Workshop Facilitation, Visio, Quality Assurance, SOA, Team Leadership, Software Development, Program Management, Integration, Web Applications, Certified Scrum Master..., Web Development, Project Portfolio..., Business Process..., Management, Test Driven Development, Six Sigma, IT Strategy, Waterfall, Testing, User Experience, MS Project, Business Intelligence, Solution Architecture, Business Process, IT Management, Enterprise Software, SharePoint, SaaS, Systems Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Leadership for Change
Bentley University 1998 — 2002
CIS
Katherine (Killeen) Tuohy's Investors Bank & Trust Experience July 2002 - July 2007
Job
Industry Information Technology and Services
Experience
State Street November 2014 - Present
State Street Corporation (formerly IBT) July 2007 - November 2014
Investor's Bank & Trust July 2002 - July 2007
Lewtan Technologies June 2000 - July 2002
Skills
Mutual Funds, Financial Services, Fixed Income, Asset Management, Bloomberg, Alternative Investments, Middle Office, Securities, Investments, Fund Accounting, Equities, Portfolio Management, Derivatives, Hedge Funds, Capital Markets, Financial Analysis, Back Office, Bonds, Corporate Actions
Education
Fairfield University
BS
Brookfield High School
State Street November 2014 - Present
State Street Corporation (formerly IBT) July 2007 - November 2014
Investor's Bank & Trust July 2002 - July 2007
Lewtan Technologies June 2000 - July 2002
Skills
Mutual Funds, Financial Services, Fixed Income, Asset Management, Bloomberg, Alternative Investments, Middle Office, Securities, Investments, Fund Accounting, Equities, Portfolio Management, Derivatives, Hedge Funds, Capital Markets, Financial Analysis, Back Office, Bonds, Corporate Actions
Education
Fairfield University
BS
Brookfield High School
Seth Stier's Investors Bank & Trust Experience 1987 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
State Street July 2007 - December 2008
Investors Bank & Trust 1987 - 2007
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Fund Accounting, Securities
Education
University of Rochester 1983 — 1987
Hopkins School 1979 — 1983
High School
State Street July 2007 - December 2008
Investors Bank & Trust 1987 - 2007
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Fund Accounting, Securities
Education
University of Rochester 1983 — 1987
Hopkins School 1979 — 1983
High School
Josh Howland's Investors Bank & Trust Experience January 1999 - March 2000
Job Head Trader
Industry Investment Management
Experience
Clough Capital Partners 2000 - Present
Investors Bank & Trust January 1999 - March 2000
Education
University of Rhode Island
Finance
Clough Capital Partners 2000 - Present
Investors Bank & Trust January 1999 - March 2000
Education
University of Rhode Island
Finance
Sean Milnamow's Investors Bank & Trust Experience May 2006 - January 2007
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman November 2010 - March 2013
Brown Brothers Harriman January 2007 - November 2010
Investor's Bank & Trust May 2006 - January 2007
Investor's Bank & Trust July 2004 - May 2006
BB&S July 2003 - March 2004
Education
Clarkson University 2002 — 2003
MBA, Business Administration
Saint Michael's College 1998 — 2002
Bachelor of Arts (B.A.)
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman November 2010 - March 2013
Brown Brothers Harriman January 2007 - November 2010
Investor's Bank & Trust May 2006 - January 2007
Investor's Bank & Trust July 2004 - May 2006
BB&S July 2003 - March 2004
Education
Clarkson University 2002 — 2003
MBA, Business Administration
Saint Michael's College 1998 — 2002
Bachelor of Arts (B.A.)
Patrick Oldfield's Investors Bank & Trust Experience 1998 - 2004
Job Associate Director at Arden Asset Management
Industry Financial Services
Experience
Arden Asset Management January 2014 - Present
Investors Bank & Trust 1998 - 2004
Education
University of Rhode Island - College of Business Administration 1994 — 1998
Arden Asset Management January 2014 - Present
Investors Bank & Trust 1998 - 2004
Education
University of Rhode Island - College of Business Administration 1994 — 1998
Doug Piercy's Investors Bank & Trust Experience June 2005 - July 2007
Job Financial Services Professional
Industry Financial Services
Experience
Brown Brothers Harriman October 2007 - Present
Investor's Bank & Trust June 2005 - July 2007
investors bank and trust 2005 - 2007
Skills
Financial Services, Mutual Funds, Securities
Education
Northeastern University 2001 — 2003
BSBA, Finance
Northern Essex Community College
AS, Accounting
Brown Brothers Harriman October 2007 - Present
Investor's Bank & Trust June 2005 - July 2007
investors bank and trust 2005 - 2007
Skills
Financial Services, Mutual Funds, Securities
Education
Northeastern University 2001 — 2003
BSBA, Finance
Northern Essex Community College
AS, Accounting
Jennifer Ritz's Investors Bank & Trust Experience 1999 - 2005
Job Business Consulting Professional
Industry Financial Services
Experience
Investors Bank & Trust 1999 - 2005
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Marketing
Yale University 1986 — 1990
BA, Economics
Investors Bank & Trust 1999 - 2005
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Marketing
Yale University 1986 — 1990
BA, Economics
Ann Carley Gavin's Investors Bank & Trust Experience February 2005 - May 2007
Job Food Blogger and Stay at Home Mom
Industry Online Media
Experience
athome-ann.blogspot.com Officer - Client Relationship ManagerState StreetMay 2007 - July 2010
Investors Bank & Trust February 2005 - May 2007
John Hancock Funds January 2004 - February 2005
Education
University of Richmond 1999 — 2003
BA, Spanish, Psychology
St. Paul's 1996 — 1999
athome-ann.blogspot.com Officer - Client Relationship ManagerState StreetMay 2007 - July 2010
Investors Bank & Trust February 2005 - May 2007
John Hancock Funds January 2004 - February 2005
Education
University of Richmond 1999 — 2003
BA, Spanish, Psychology
St. Paul's 1996 — 1999
Strati Katopodis's Investors Bank & Trust Experience 1999 - 2000
Job Director of Rehabilitation at Torrey Pines Rehab Hospital
Industry Hospital & Health Care
Experience
Torrey Pines Rehab Hospital March 2013 - Present
RehabCare September 2012 - February 2013
Peoplefirst Rehabilitation / RehabCare April 2010 - September 2012
College Park Rehabilitation Center November 2008 - April 2010
RTG Medical August 2007 - November 2008
Kelly Hawkins PT Works August 2006 - August 2007
Investor's Bank & Trust 1999 - 2000
Skills
Physical Therapy, Rehabilitation, Orthopedic
Education
Creighton University 2003 — 2006
DPT, Physical Therapy
College of the Holy Cross 1994 — 1998
BA
Xavier High School 1990 — 1994
Torrey Pines Rehab Hospital March 2013 - Present
RehabCare September 2012 - February 2013
Peoplefirst Rehabilitation / RehabCare April 2010 - September 2012
College Park Rehabilitation Center November 2008 - April 2010
RTG Medical August 2007 - November 2008
Kelly Hawkins PT Works August 2006 - August 2007
Investor's Bank & Trust 1999 - 2000
Skills
Physical Therapy, Rehabilitation, Orthopedic
Education
Creighton University 2003 — 2006
DPT, Physical Therapy
College of the Holy Cross 1994 — 1998
BA
Xavier High School 1990 — 1994
timur yildiz's Investors Bank & Trust Experience August 1999 - October 2000
Job Financial Services Professional
Industry Financial Services
Experience
dog walking for neighbor March 2009 - Present
AT&T/Comcast June 2001 - September 2001
Investor's Bank & Trust August 1999 - October 2000
digital city/AOL March 1998 - August 1999
Mayhew Program June 1998 - August 1998
TAIB Yaterim Bank September 1997 - October 1997
Cowen and Company 1995 - 1995
Education
Northeastern University 2008 — 2012
certificate, Accounting, 3.34
University of Massachusetts Boston 1998 — 1999
Bachelor of Applied Science (B.A.Sc.), computer science, 1.9
Columbia University in the City of New York 1993 — 1997
Bachelor's degree, Economics, 2.7
pomfret school 1991 — 1993
h.s diploma, general, junior and senior
Buckingham browne and nichols 1989 — 1991
Shady Hill School 1984 — 1989
elementary school certificate
dog walking for neighbor March 2009 - Present
AT&T/Comcast June 2001 - September 2001
Investor's Bank & Trust August 1999 - October 2000
digital city/AOL March 1998 - August 1999
Mayhew Program June 1998 - August 1998
TAIB Yaterim Bank September 1997 - October 1997
Cowen and Company 1995 - 1995
Education
Northeastern University 2008 — 2012
certificate, Accounting, 3.34
University of Massachusetts Boston 1998 — 1999
Bachelor of Applied Science (B.A.Sc.), computer science, 1.9
Columbia University in the City of New York 1993 — 1997
Bachelor's degree, Economics, 2.7
pomfret school 1991 — 1993
h.s diploma, general, junior and senior
Buckingham browne and nichols 1989 — 1991
Shady Hill School 1984 — 1989
elementary school certificate
Glenn Soucy's Investors Bank & Trust Experience 2004 - 2006
Job Senior Consultant at AltaReturn
Industry Computer Software
Experience
AltaReturn August 2013 - Present
SS&C Technologies September 2010 - August 2013
TheNextRound, a division of SS&C Technologies, Inc. September 2009 - August 2010
Investor's Bank & Trust 2004 - 2006
Ironbridge Networks 1999 - 2001
Education
Rensselaer Polytechnic Institute 1999 — 2003
B.S., Industrial & Management Engineering
AltaReturn August 2013 - Present
SS&C Technologies September 2010 - August 2013
TheNextRound, a division of SS&C Technologies, Inc. September 2009 - August 2010
Investor's Bank & Trust 2004 - 2006
Ironbridge Networks 1999 - 2001
Education
Rensselaer Polytechnic Institute 1999 — 2003
B.S., Industrial & Management Engineering
Bernadette Lynch's Investors Bank & Trust Experience 2005 - 2007
Job Public Finance Analyst at Rhode Island Housing
Industry Banking
Experience
Rhode Island Housing October 2014 - Present
RBS Citizens Financial Group February 2013 - October 2014
Citizens Bank November 2010 - February 2013
Citizens Bank July 2007 - November 2010
Investors Bank & Trust 2005 - 2007
Skills
Treasury Management, Liquidity, Securities Lending, Risk Management, Banking, Basel II, Credit Risk, Bloomberg, Cash Management, Financial Risk, Fixed Income, Derivatives, Capital Markets, Financial Services, Credit Analysis, Financial Analysis
Education
University of Rhode Island - College of Business Administration 1999 — 2004
Bachelors of Science, Business Administration
Coventry HS
Rhode Island Housing October 2014 - Present
RBS Citizens Financial Group February 2013 - October 2014
Citizens Bank November 2010 - February 2013
Citizens Bank July 2007 - November 2010
Investors Bank & Trust 2005 - 2007
Skills
Treasury Management, Liquidity, Securities Lending, Risk Management, Banking, Basel II, Credit Risk, Bloomberg, Cash Management, Financial Risk, Fixed Income, Derivatives, Capital Markets, Financial Services, Credit Analysis, Financial Analysis
Education
University of Rhode Island - College of Business Administration 1999 — 2004
Bachelors of Science, Business Administration
Coventry HS
Adam Thorell, CPA's Investors Bank & Trust Experience 1999 - 2000
Job Performance Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2012 - Present
Wellington Management September 2008 - July 2012
State Street April 2007 - September 2008
State Street April 2006 - April 2007
State Street June 2004 - April 2006
State Street December 2000 - June 2004
State Street August 2000 - December 2000
State Street February 2000 - August 2000
Investor's Bank & Trust 1999 - 2000
Education
Suffolk University - Sawyer School of Management 2004 — 2008
MBA/MSA, Accounting
University of New Hampshire 1992 — 1998
BA, Political Science, minor in Political Economics
Manchester High School West 1988 — 1992
West High School 1988 — 1992
Wellington Management July 2012 - Present
Wellington Management September 2008 - July 2012
State Street April 2007 - September 2008
State Street April 2006 - April 2007
State Street June 2004 - April 2006
State Street December 2000 - June 2004
State Street August 2000 - December 2000
State Street February 2000 - August 2000
Investor's Bank & Trust 1999 - 2000
Education
Suffolk University - Sawyer School of Management 2004 — 2008
MBA/MSA, Accounting
University of New Hampshire 1992 — 1998
BA, Political Science, minor in Political Economics
Manchester High School West 1988 — 1992
West High School 1988 — 1992
Jerry McDermott's Investors Bank & Trust Experience 2004 - 2005
Job Software Engineer in Test at NaviNet
Industry Information Technology and Services
Experience
NaviNet October 2013 - Present
IMN Inc. June 2013 - October 2013
Citi July 2005 - March 2013
Investor's Bank & Trust 2004 - 2005
Pegaystems October 1992 - October 2002
Wang Laboratories February 1989 - October 1992
Skills
Software Quality..., Team Leadership, Test Automation, Mercury Test Tools, Test Planning, Microsoft SQL Server, Regression Testing, Defect Tracking, Test Case Generation, Agile Projects, Oracle, Defect Life Cycle
Education
Boston College 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Computer Science
NaviNet October 2013 - Present
IMN Inc. June 2013 - October 2013
Citi July 2005 - March 2013
Investor's Bank & Trust 2004 - 2005
Pegaystems October 1992 - October 2002
Wang Laboratories February 1989 - October 1992
Skills
Software Quality..., Team Leadership, Test Automation, Mercury Test Tools, Test Planning, Microsoft SQL Server, Regression Testing, Defect Tracking, Test Case Generation, Agile Projects, Oracle, Defect Life Cycle
Education
Boston College 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Computer Science
Thomas Hodgdon's Investors Bank & Trust Experience August 2003 - May 2007
Job Financial Analyst
Industry Financial Services
Experience
Long and Foster Real Estate August 2015 - Present
Grand Lux Realty March 2011 - Present
TD March 2015 - September 2015
Popular Community Bank October 2010 - February 2015
UBS December 2008 - October 2010
First Marblehead June 2007 - May 2008
Investors Bank & Trust August 2003 - May 2007
Skills
Financial Analysis, Financial Reporting, Mutual Funds, Financial Modeling, Accounting, Investments, Asset Managment, Process Improvement, Business Analysis, Financial Services, Internal Audit, Access, Corporate Finance, Valuation, Finance
Education
University of Scranton 1999 — 2003
Accounting and Finance
University of Scranton 1999 — 2003
Accounting and Finance
Long and Foster Real Estate August 2015 - Present
Grand Lux Realty March 2011 - Present
TD March 2015 - September 2015
Popular Community Bank October 2010 - February 2015
UBS December 2008 - October 2010
First Marblehead June 2007 - May 2008
Investors Bank & Trust August 2003 - May 2007
Skills
Financial Analysis, Financial Reporting, Mutual Funds, Financial Modeling, Accounting, Investments, Asset Managment, Process Improvement, Business Analysis, Financial Services, Internal Audit, Access, Corporate Finance, Valuation, Finance
Education
University of Scranton 1999 — 2003
Accounting and Finance
University of Scranton 1999 — 2003
Accounting and Finance
Jennifer (Pasch) Trabucco's Investors Bank & Trust Experience July 2001 - December 2005
Job Operations Supervisor at Atlantic Trust Company
Industry Investment Management
Experience
Atlantic Trust Company December 2005 - Present
Investors Bank & Trust July 2001 - December 2005
Skills
Alternative Investments, Bloomberg, Mutual Funds
Education
University of Rhode Island - College of Business Administration 1997 — 2001
Bachelor's, Finance
Atlantic Trust Company December 2005 - Present
Investors Bank & Trust July 2001 - December 2005
Skills
Alternative Investments, Bloomberg, Mutual Funds
Education
University of Rhode Island - College of Business Administration 1997 — 2001
Bachelor's, Finance
Ali Atabaki's Investors Bank & Trust Experience 2001 - 2006
Job Broker Dealer Associate at RS Investments
Industry Investment Management
Experience
RS Investments 2014 - Present
RS Investments 2007 - 2014
Investors Bank & Trust 2001 - 2006
First Union Small Business Capital 1998 - 2001
Skills
Financial Analysis, Hedge Funds, Investments, Forecasting, Analysis, Budgets, Microsoft Excel, Mutual Funds, Bloomberg, Outlook, PowerPoint, Equities, Financial Reporting, Financial Modeling, Alternative Investments, Fixed Income, Management, Accounting, Financial Services, Finance
Education
California State University-Sacramento 1995 — 1999
BS, Business Finance
University of Phoenix 2008 — 2010
MBA, Business Administration
RS Investments 2014 - Present
RS Investments 2007 - 2014
Investors Bank & Trust 2001 - 2006
First Union Small Business Capital 1998 - 2001
Skills
Financial Analysis, Hedge Funds, Investments, Forecasting, Analysis, Budgets, Microsoft Excel, Mutual Funds, Bloomberg, Outlook, PowerPoint, Equities, Financial Reporting, Financial Modeling, Alternative Investments, Fixed Income, Management, Accounting, Financial Services, Finance
Education
California State University-Sacramento 1995 — 1999
BS, Business Finance
University of Phoenix 2008 — 2010
MBA, Business Administration
Carmen Staples's Investors Bank & Trust Experience 2005 - 2007
Job Director at The Hartford
Industry Information Technology and Services
Experience
The Hartford May 2007 - Present
Hanover Insurance 2007 - Present
The Hanover Insurance Group 2007 - Present
Investor's Bank & Trust 2005 - 2007
Investors Bank and Trust 2005 - 2007
Education
Nichols College 2002 — 2007
MBA, Business
Becker College 1993 — 1999
BS, Business
The Hartford May 2007 - Present
Hanover Insurance 2007 - Present
The Hanover Insurance Group 2007 - Present
Investor's Bank & Trust 2005 - 2007
Investors Bank and Trust 2005 - 2007
Education
Nichols College 2002 — 2007
MBA, Business
Becker College 1993 — 1999
BS, Business
Daniel R. Cronin's Investors Bank & Trust Experience May 2007 - July 2008
Job Assistant Vice President at State Street
Industry Accounting
Experience
State Street August 2013 - Present
State Street March 2010 - August 2013
State Street July 2008 - March 2010
Investor's Bank & Trust May 2007 - July 2008
Investors Bank & Trust September 2006 - May 2007
Skills
Equities, Hedge Funds, Reconciliation, Accounting, Auditing, Risk, Mutual Funds, Derivatives, Bloomberg, Fund Accounting, Account Reconciliation, Microsoft Excel, Financial Risk, Financial Analysis, Fixed Income, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BA, Business - Finance
State Street August 2013 - Present
State Street March 2010 - August 2013
State Street July 2008 - March 2010
Investor's Bank & Trust May 2007 - July 2008
Investors Bank & Trust September 2006 - May 2007
Skills
Equities, Hedge Funds, Reconciliation, Accounting, Auditing, Risk, Mutual Funds, Derivatives, Bloomberg, Fund Accounting, Account Reconciliation, Microsoft Excel, Financial Risk, Financial Analysis, Fixed Income, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BA, Business - Finance
Kristin Nickerson's Investors Bank & Trust Experience January 2000 - June 2002
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Citizens Bank September 2009 - June 2014
Bank of America June 2004 - April 2009
Bank of America June 2002 - June 2004
Investor's Bank & Trust January 2000 - June 2002
Greater Lynn Mental Health Assoc. May 1998 - January 2000
Skills
Portfolio Management, Investments, Banking, Credit, Strategic Financial..., Loans, Finance, Financial Services, Mutual Funds, Mortgage Lending, Commercial Banking, Insurance, Retail Banking, Wealth Management, Financial Advisory
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Political Science, Economics, Sociology
Franklin Pierce College
MBA, Organizational Leadership
Merrill Lynch June 2014 - Present
Citizens Bank September 2009 - June 2014
Bank of America June 2004 - April 2009
Bank of America June 2002 - June 2004
Investor's Bank & Trust January 2000 - June 2002
Greater Lynn Mental Health Assoc. May 1998 - January 2000
Skills
Portfolio Management, Investments, Banking, Credit, Strategic Financial..., Loans, Finance, Financial Services, Mutual Funds, Mortgage Lending, Commercial Banking, Insurance, Retail Banking, Wealth Management, Financial Advisory
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Political Science, Economics, Sociology
Franklin Pierce College
MBA, Organizational Leadership
Daniel Hooge's Investors Bank & Trust Experience 2006 - 2007
Job Supervisor, Revenue Data Management, MVP Health Care
Industry Hospital & Health Care
Experience
MVP Health Care June 2015 - Present
MVP Health Care October 2012 - May 2015
Ontario & Trumansburg Telephone Companies December 2009 - September 2012
Investors Bank & Trust 2006 - 2007
Skills
Accounting, Microsoft Excel, Microsoft Office, Data Analysis, Project Management, Networking, Program Management, PowerPoint, Account Management, Telecommunications
Education
University of Rochester
B.A., Economics
MVP Health Care June 2015 - Present
MVP Health Care October 2012 - May 2015
Ontario & Trumansburg Telephone Companies December 2009 - September 2012
Investors Bank & Trust 2006 - 2007
Skills
Accounting, Microsoft Excel, Microsoft Office, Data Analysis, Project Management, Networking, Program Management, PowerPoint, Account Management, Telecommunications
Education
University of Rochester
B.A., Economics
Gregory Kilroy's Investors Bank & Trust Experience 2004 - 2006
Job Labor Market Economist
Industry Government Administration
Experience
MA Executive Office of Labor & Workforce Development January 2010 - Present
Office of Tax Policy Analysis, DOR 2007 - 2009
State Street Bank 2006 - 2007
Investor's Bank & Trust 2004 - 2006
Inverstors Bank & Trust 1999 - 2004
Skills
Bloomberg, Mutual Funds, Econometrics, Financial Reporting
Education
Concordia University
B.A., Economics
Suffolk University
MS International Economics
MA Executive Office of Labor & Workforce Development January 2010 - Present
Office of Tax Policy Analysis, DOR 2007 - 2009
State Street Bank 2006 - 2007
Investor's Bank & Trust 2004 - 2006
Inverstors Bank & Trust 1999 - 2004
Skills
Bloomberg, Mutual Funds, Econometrics, Financial Reporting
Education
Concordia University
B.A., Economics
Suffolk University
MS International Economics
Barry Livermore's Investors Bank & Trust Experience October 2006 - December 2007
Job Senior Financial Systems Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance December 2012 - Present
BNY Mellon - Eagle Inv Sys August 2008 - December 2012
Investor's Bank & Trust October 2006 - December 2007
Fidelity Investments February 2004 - October 2006
Skills
Business Analysis, SDLC, Visio, Business Process..., Fund Accounting, SharePoint, Fixed Income, Analysis, Data Analysis, Process Improvement, Access, Equities, Business Requirements, User Acceptance Testing, Systems Analysis, Financial Analysis
Education
Northeastern University 2007 — 2011
Master of Business Administration (MBA), Corporate Finance
University of Massachusetts at Lowell 1999 — 2003
Bachelor of Business Administration (B.B.A.), Corporate Finance
Liberty Mutual Insurance December 2012 - Present
BNY Mellon - Eagle Inv Sys August 2008 - December 2012
Investor's Bank & Trust October 2006 - December 2007
Fidelity Investments February 2004 - October 2006
Skills
Business Analysis, SDLC, Visio, Business Process..., Fund Accounting, SharePoint, Fixed Income, Analysis, Data Analysis, Process Improvement, Access, Equities, Business Requirements, User Acceptance Testing, Systems Analysis, Financial Analysis
Education
Northeastern University 2007 — 2011
Master of Business Administration (MBA), Corporate Finance
University of Massachusetts at Lowell 1999 — 2003
Bachelor of Business Administration (B.B.A.), Corporate Finance
Melissa Lynch's Investors Bank & Trust Experience September 2002 - August 2004
Job AML Business Unit Oversight, Vice President at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street October 2010 - March 2015
State Street January 2008 - October 2010
State Street February 2007 - June 2008
State Street August 2004 - February 2007
Investor's Bank & Trust September 2002 - August 2004
Skills
Corporate Actions, Financial Services, Relationship Management, Securities, Fixed Income, Equities, Back Office, Middle Office, Mutual Funds, Income, Risk Management, Hedge Funds, Issues Managment, Development & delivery..., Registered Investment..., client service team..., Staff Development, Portuguese, Account Reconciliation, Bloomberg, Fund Accounting
Education
Brandeis International Business School 2005 — 2008
MSF, Finance
Stonehill College 1998 — 2002
BA, Major: Political Science Minor: Business Administration & Irish Studies
State Street April 2015 - Present
State Street October 2010 - March 2015
State Street January 2008 - October 2010
State Street February 2007 - June 2008
State Street August 2004 - February 2007
Investor's Bank & Trust September 2002 - August 2004
Skills
Corporate Actions, Financial Services, Relationship Management, Securities, Fixed Income, Equities, Back Office, Middle Office, Mutual Funds, Income, Risk Management, Hedge Funds, Issues Managment, Development & delivery..., Registered Investment..., client service team..., Staff Development, Portuguese, Account Reconciliation, Bloomberg, Fund Accounting
Education
Brandeis International Business School 2005 — 2008
MSF, Finance
Stonehill College 1998 — 2002
BA, Major: Political Science Minor: Business Administration & Irish Studies
Douglas Minasian's Investors Bank & Trust Experience 1997 - 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street 2007 - Present
Investors Bank & Trust 1997 - 2007
Investors Bank & Trust 1997 - 1999
Education
University of Rhode Island - College of Business Administration 1993 — 1997
BS, Accounting
State Street 2007 - Present
Investors Bank & Trust 1997 - 2007
Investors Bank & Trust 1997 - 1999
Education
University of Rhode Island - College of Business Administration 1993 — 1997
BS, Accounting
Andrew Rautenberg's Investors Bank & Trust Experience June 2006 - December 2006
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Banc of America Investment Services/ Merrill Lynch December 2006 - Present
Investor's Bank & Trust June 2006 - December 2006
UBS Paine Webber September 2005 - December 2005
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services
Banc of America Investment Services/ Merrill Lynch December 2006 - Present
Investor's Bank & Trust June 2006 - December 2006
UBS Paine Webber September 2005 - December 2005
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services
Vidrik Frankfather, CFA's Investors Bank & Trust Experience July 1999 - October 2000
Job Director at 20 Gates Management LLC
Industry Financial Services
Experience
20 Gates Management LLC August 2011 - Present
Hudson Castle Group October 2000 - July 2011
Investor's Bank & Trust July 1999 - October 2000
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Entrepreneurship and Accounting
Bowdoin College 1995 — 1999
BA, Mathematics and Economics
20 Gates Management LLC August 2011 - Present
Hudson Castle Group October 2000 - July 2011
Investor's Bank & Trust July 1999 - October 2000
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Entrepreneurship and Accounting
Bowdoin College 1995 — 1999
BA, Mathematics and Economics
Michelle Witham's Investors Bank & Trust Experience October 1999 - July 2007
Job Bank Accounting Manager at CVS Health
Industry Financial Services
Experience
CVS Health February 2015 - Present
State Street July 2007 - November 2014
Investor's Bank & Trust October 1999 - July 2007
Skills
Financial Analysis, Banking
Education
Methodist College 1996 — 1998
Bachelor of Science (B.S.), Accounting and Business/Management, Magna Cum Laude
University of Maryland College Park 1991 — 1992
Economics of Underdeveloped Countries
CVS Health February 2015 - Present
State Street July 2007 - November 2014
Investor's Bank & Trust October 1999 - July 2007
Skills
Financial Analysis, Banking
Education
Methodist College 1996 — 1998
Bachelor of Science (B.S.), Accounting and Business/Management, Magna Cum Laude
University of Maryland College Park 1991 — 1992
Economics of Underdeveloped Countries
jim hulstrom's Investors Bank & Trust Experience September 2001 - October 2004
Job Business Owner
Industry Construction
Experience
Self-employed January 2012 - Present
Artistic Granite October 2004 - December 2010
Investor's Bank & Trust September 2001 - October 2004
Skills
Customer Service, New Business Development, Strategic Planning, Sales, Contract Negotiation, Sales Management, Negotiation, Budgets, Team Building, Marketing, Construction, Project Management
Education
CSU Chico 1998 — 2001
Bachelor of Science (BS), Business Administration/Finance
Self-employed January 2012 - Present
Artistic Granite October 2004 - December 2010
Investor's Bank & Trust September 2001 - October 2004
Skills
Customer Service, New Business Development, Strategic Planning, Sales, Contract Negotiation, Sales Management, Negotiation, Budgets, Team Building, Marketing, Construction, Project Management
Education
CSU Chico 1998 — 2001
Bachelor of Science (BS), Business Administration/Finance
Sarah Chu's Investors Bank & Trust Experience July 2002 - August 2005
Job Billing Coordinator at Locke Lord LLP
Industry Legal Services
Experience
Locke Lord LLP August 2005 - Present
Investor's Bank & Trust July 2002 - August 2005
Greater Boston Legal Services October 2001 - May 2002
Workers’ Compensation Rating & Inspection Bureaus of MA June 1999 - August 1999
BankBoston July 1998 - August 1998
BankBoston July 1997 - August 1997
Title IX Advocacy Project February 1997 - June 1997
Oak Street Youth Center June 1996 - July 1996
Skills
Elite, CMS, Aderant, SEI, FileNet, Prebill Manager, DeskSite
Education
University of Massachusetts Boston 1999 — 2002
Bachelor of Arts (BA), Social Psychology, HONORS: Dean’s List, Cum Laude, GPA 3.5/4.0
Wheelock College 1998 — 1999
Locke Lord LLP August 2005 - Present
Investor's Bank & Trust July 2002 - August 2005
Greater Boston Legal Services October 2001 - May 2002
Workers’ Compensation Rating & Inspection Bureaus of MA June 1999 - August 1999
BankBoston July 1998 - August 1998
BankBoston July 1997 - August 1997
Title IX Advocacy Project February 1997 - June 1997
Oak Street Youth Center June 1996 - July 1996
Skills
Elite, CMS, Aderant, SEI, FileNet, Prebill Manager, DeskSite
Education
University of Massachusetts Boston 1999 — 2002
Bachelor of Arts (BA), Social Psychology, HONORS: Dean’s List, Cum Laude, GPA 3.5/4.0
Wheelock College 1998 — 1999
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY