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
Kristan Laden Kristan Laden's Investors Bank & Trust Experience July 1991 - July 1993
Job Vice President and Associate Counsel at Retail Properties of America, Inc.
Industry Law Practice
Experience
Retail Properties of America, Inc. July 2010 - Present
Jones Day January 2007 - July 2010
Jones Day June 2000 - December 2006
Barnes & Thornburg LLP October 1998 - May 2000
Laser, Pokorny, Schwartz, Friedman & Economos PC September 1996 - October 1998
Investors Bank & Trust July 1991 - July 1993
Skills
Real Estate Transactions, Securities, Mergers, Due Diligence, Corporate Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1993 — 1996
JD
Boston College 1987 — 1991
BA, Political Science and Economics
Northwestern University - Kellogg School of Management
Northwestern University - Kellogg School of Management
Retail Properties of America, Inc. July 2010 - Present
Jones Day January 2007 - July 2010
Jones Day June 2000 - December 2006
Barnes & Thornburg LLP October 1998 - May 2000
Laser, Pokorny, Schwartz, Friedman & Economos PC September 1996 - October 1998
Investors Bank & Trust July 1991 - July 1993
Skills
Real Estate Transactions, Securities, Mergers, Due Diligence, Corporate Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1993 — 1996
JD
Boston College 1987 — 1991
BA, Political Science and Economics
Northwestern University - Kellogg School of Management
Northwestern University - Kellogg School of Management
Anthony Dell Anthony Dell's Investors Bank & Trust Experience January 2006 - November 2006
Job Global Chief Compliance & Ethics Officer at Ares Management
Industry Investment Management
Experience
Ares Management August 2011 - Present
Russell Investments January 2008 - July 2011
Fidelity Investments November 2006 - January 2008
Investors Bank & Trust January 2006 - November 2006
REVOLUTION CAPITAL March 2005 - January 2006
Fidelity Investments December 2001 - December 2003
Fidelity Investments November 1999 - December 2001
CypressTree Investments/North American Funds February 1998 - November 1999
Evergreen Investments October 1995 - February 1998
Tufts Medical Center 1993 - 1995
Skills
Securities, Hedge Funds, Private Equity, Asset Management, Investment Advisory, Risk Management, Private Placements, Mutual Funds, ERISA, Investments, FINRA, Alternative Investments, Securities Law, AML, Compliance, Fixed Income, Series 7, Corporate Governance, Due Diligence, Series 63, Series 24, Asset Managment, Trading, Securities Regulation, Equities, Mergers & Acquisitions, Financial Services
Education
Boston University School of Law 2000 — 2003
LLM, Financial & Securities Law
Suffolk University Law School 1996 — 2000
JD, Law, cum laude
Boston College 1985 — 1989
BA, English
Xaverian Brothers High School 1981 — 1985
Diploma
Ares Management August 2011 - Present
Russell Investments January 2008 - July 2011
Fidelity Investments November 2006 - January 2008
Investors Bank & Trust January 2006 - November 2006
REVOLUTION CAPITAL March 2005 - January 2006
Fidelity Investments December 2001 - December 2003
Fidelity Investments November 1999 - December 2001
CypressTree Investments/North American Funds February 1998 - November 1999
Evergreen Investments October 1995 - February 1998
Tufts Medical Center 1993 - 1995
Skills
Securities, Hedge Funds, Private Equity, Asset Management, Investment Advisory, Risk Management, Private Placements, Mutual Funds, ERISA, Investments, FINRA, Alternative Investments, Securities Law, AML, Compliance, Fixed Income, Series 7, Corporate Governance, Due Diligence, Series 63, Series 24, Asset Managment, Trading, Securities Regulation, Equities, Mergers & Acquisitions, Financial Services
Education
Boston University School of Law 2000 — 2003
LLM, Financial & Securities Law
Suffolk University Law School 1996 — 2000
JD, Law, cum laude
Boston College 1985 — 1989
BA, English
Xaverian Brothers High School 1981 — 1985
Diploma
Harry Roberson Harry Roberson's Investors Bank & Trust Experience May 1999 - June 2007
Job Senior Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation June 2014 - Present
Wipro Technologies June 2013 - 2013
State Street Bank July 2007 - June 2012
Investors Bank & Trust May 1999 - June 2007
Brown Brothers Harriman May 1994 - May 1999
Skills
Executive Management, Relationship Management, Client Service Oriented, Team Management, Investment Operations, Operations Management, Operational Risk, Fund Accounting and..., Global Custody
Education
Boston College - Carroll School of Management 1989 — 1993
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1982 — 1985
Bachelor of Arts (BA), Economics
Northern Trust Corporation June 2014 - Present
Wipro Technologies June 2013 - 2013
State Street Bank July 2007 - June 2012
Investors Bank & Trust May 1999 - June 2007
Brown Brothers Harriman May 1994 - May 1999
Skills
Executive Management, Relationship Management, Client Service Oriented, Team Management, Investment Operations, Operations Management, Operational Risk, Fund Accounting and..., Global Custody
Education
Boston College - Carroll School of Management 1989 — 1993
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1982 — 1985
Bachelor of Arts (BA), Economics
Vatana Rosa (Ing) Vatana Rosa (Ing)'s Investors Bank & Trust Experience 2001 - 2003
Job Manager
Industry Individual & Family Services
Experience
Rosa Household (self employed) April 2011 - Present
Travelers Insurance June 2009 - April 2011
Travelers December 2006 - June 2009
St. Paul Travelers July 2004 - January 2007
Unisource Worldwide, Inc. January 2003 - July 2004
Investors Bank & Trust 2001 - 2003
IBT April 2001 - December 2002
Iannella & Mummolo 1999 - 2001
Skills
Insurance, Strategic Planning, Negotiation, Property & Casualty..., Process Improvement, Case Managment, Project Management, Risk Management
Education
Boston College 1995 — 1999
BA, Political Science
Classical High School 1991 — 1995
Rosa Household (self employed) April 2011 - Present
Travelers Insurance June 2009 - April 2011
Travelers December 2006 - June 2009
St. Paul Travelers July 2004 - January 2007
Unisource Worldwide, Inc. January 2003 - July 2004
Investors Bank & Trust 2001 - 2003
IBT April 2001 - December 2002
Iannella & Mummolo 1999 - 2001
Skills
Insurance, Strategic Planning, Negotiation, Property & Casualty..., Process Improvement, Case Managment, Project Management, Risk Management
Education
Boston College 1995 — 1999
BA, Political Science
Classical High School 1991 — 1995
Tamara Zaichkowsky Tamara Zaichkowsky's Investors Bank & Trust Experience May 2006 - June 2007
Job Capacity Management Director at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. April 2015 - Present
Santander Bank, N.A. March 2014 - March 2015
Brown Brothers Harriman September 2012 - March 2014
Brown Brothers Harriman March 2008 - August 2012
State Street June 2007 - March 2008
Investors Bank & Trust May 2006 - June 2007
Oxford Bioscience Partners 2005 - 2006
United Nations 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Business Strategy, Corporate Finance, Project Management, Strategic Planning, Software Development, Product Development, Innovation, Statistical Modeling, Technical Leadership, Data Analysis, Marketing Research, Research Design, Quantitative Research, Alternative Investments, International Tax..., Derivatives, Technical Product..., CDO, Private Equity, Hedge Funds, Emerging Markets, Equities, Quantitative Analytics, Risk Management, Fixed Income, Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 2011 — 2012
Master of Business Administration (M.B.A.)
Boston University 2006 — 2008
Master of Science (M.S.), Mathematical Finance
University of New Hampshire 2003 — 2004
Bachelor of Science (B.S.), Veterinary Medicine and Biostatistics
The Johns Hopkins University 1999 — 2003
Bachelor of Science (B.S.), Chemical and Biomolecular Engineering
Boston College
Business Development
Santander Bank, N.A. April 2015 - Present
Santander Bank, N.A. March 2014 - March 2015
Brown Brothers Harriman September 2012 - March 2014
Brown Brothers Harriman March 2008 - August 2012
State Street June 2007 - March 2008
Investors Bank & Trust May 2006 - June 2007
Oxford Bioscience Partners 2005 - 2006
United Nations 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Business Strategy, Corporate Finance, Project Management, Strategic Planning, Software Development, Product Development, Innovation, Statistical Modeling, Technical Leadership, Data Analysis, Marketing Research, Research Design, Quantitative Research, Alternative Investments, International Tax..., Derivatives, Technical Product..., CDO, Private Equity, Hedge Funds, Emerging Markets, Equities, Quantitative Analytics, Risk Management, Fixed Income, Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 2011 — 2012
Master of Business Administration (M.B.A.)
Boston University 2006 — 2008
Master of Science (M.S.), Mathematical Finance
University of New Hampshire 2003 — 2004
Bachelor of Science (B.S.), Veterinary Medicine and Biostatistics
The Johns Hopkins University 1999 — 2003
Bachelor of Science (B.S.), Chemical and Biomolecular Engineering
Boston College
Business Development
Hank Kurtzman Hank Kurtzman's Investors Bank & Trust Experience July 2001 - September 2007
Job Client Operations Analyst Assistant Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2015 - Present
J.P. Morgan September 2007 - February 2015
Investors Bank & Trust July 2001 - September 2007
Skills
Mutual Funds, Asset Management, Securities, Equities, Client Service, Investments, Valuation, Bloomberg, Fixed Income, Compliance Audits, SAS70, External Audit, Writing, Presentations, Investment Management, MBA, Team Leadership, Supervisory Experience, Derivatives, Communication Skills, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Global Management
Vanderbilt University 1997 — 2001
BA, English
Wellington Management February 2015 - Present
J.P. Morgan September 2007 - February 2015
Investors Bank & Trust July 2001 - September 2007
Skills
Mutual Funds, Asset Management, Securities, Equities, Client Service, Investments, Valuation, Bloomberg, Fixed Income, Compliance Audits, SAS70, External Audit, Writing, Presentations, Investment Management, MBA, Team Leadership, Supervisory Experience, Derivatives, Communication Skills, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Global Management
Vanderbilt University 1997 — 2001
BA, English
Matthew Whitbread, CFA, CAIA, FRM's Investors Bank & Trust Experience September 1999 - November 2000
Job Investment Manager at Baring Asset Management
Industry Financial Services
Experience
Baring Asset Management November 2011 - Present
FundQuest August 2008 - November 2011
Pyramis Global Advisors March 2006 - August 2008
MFS Investment Management November 2000 - March 2006
Investors Bank & Trust September 1999 - November 2000
Skills
Portfolio Management, Investments, Mutual Funds, Equity Research, Equities, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Derivatives, Valuation, Financial Modeling, Capital Markets, Bonds, Financial Markets
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Economics & Finance
Baring Asset Management November 2011 - Present
FundQuest August 2008 - November 2011
Pyramis Global Advisors March 2006 - August 2008
MFS Investment Management November 2000 - March 2006
Investors Bank & Trust September 1999 - November 2000
Skills
Portfolio Management, Investments, Mutual Funds, Equity Research, Equities, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Derivatives, Valuation, Financial Modeling, Capital Markets, Bonds, Financial Markets
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Economics & Finance
Paul Curley, CFA's Investors Bank & Trust Experience June 2001 - December 2004
Job Director of College Savings Research
Industry Investment Management
Experience
Strategic Insight June 2008 - Present
Strategic Insight 2014 - Present
Boston Security Analysts Society September 2005 - December 2013
Loomis, Sayles & Company August 2005 - June 2008
Columbia Management January 2005 - August 2005
Investors Bank & Trust June 2001 - December 2004
Investa Capital 1997 - 1998
Skills
Mutual Funds, Investments, 529 Plans, Portfolio Management, Research, Report Writing, Asset Management, Conference Management, Conference Speaking, Newsletters, Content Marketing, Survey Research, Custom Projects, Consulting, Business Intelligence, Benchmarking, Fixed Income, College Savings Plans, Financial Services, Competitive Analysis, Leadership, Fundamental Research, Asset Allocation, CFA, Analysis, Investment Management, Product Development, Product Marketing, MBA, Financial Analysis, Market Research, CRM, Client Development, College Funding..., Retirement, Saving for Education, College Funds, Client Relationship..., College Education..., Investment Advisory, Beat Reporting, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA
Emory University 1997 — 2001
B.A., Economics, Political Science
Union College 1997 — 1998
Liberal Arts (Transferred to Emory)
Newton South 1993 — 1997
Diploma, Liberal Arts
Strategic Insight June 2008 - Present
Strategic Insight 2014 - Present
Boston Security Analysts Society September 2005 - December 2013
Loomis, Sayles & Company August 2005 - June 2008
Columbia Management January 2005 - August 2005
Investors Bank & Trust June 2001 - December 2004
Investa Capital 1997 - 1998
Skills
Mutual Funds, Investments, 529 Plans, Portfolio Management, Research, Report Writing, Asset Management, Conference Management, Conference Speaking, Newsletters, Content Marketing, Survey Research, Custom Projects, Consulting, Business Intelligence, Benchmarking, Fixed Income, College Savings Plans, Financial Services, Competitive Analysis, Leadership, Fundamental Research, Asset Allocation, CFA, Analysis, Investment Management, Product Development, Product Marketing, MBA, Financial Analysis, Market Research, CRM, Client Development, College Funding..., Retirement, Saving for Education, College Funds, Client Relationship..., College Education..., Investment Advisory, Beat Reporting, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA
Emory University 1997 — 2001
B.A., Economics, Political Science
Union College 1997 — 1998
Liberal Arts (Transferred to Emory)
Newton South 1993 — 1997
Diploma, Liberal Arts
Joshua Muncey Joshua Muncey's Investors Bank & Trust Experience December 2004 - February 2006
Job Real Estate Professional, RE/MAX Destiny Jamaica Plain
Industry Real Estate
Experience
RE/MAX Destiny Jamaica Plain February 2014 - Present
Coldwell Banker Residential Brokerage September 2011 - January 2014
Gibson Sotheby's International Realty April 2010 - September 2011
Charlesgate Realty Group February 2006 - April 2010
Investors Bank & Trust December 2004 - February 2006
Bobson Realty May 2001 - September 2004
Skills
First Time Home Buyers, Investment Properties, Historic Homes, Real Estate, Contract Negotiation, Residential Listings, Residential Homes
Education
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts (B.A.), Communications
Boston University 2009 — 2013
Certificate, Real Estate Finance
Newton South High School 1996 — 1999
Diploma
RE/MAX Destiny Jamaica Plain February 2014 - Present
Coldwell Banker Residential Brokerage September 2011 - January 2014
Gibson Sotheby's International Realty April 2010 - September 2011
Charlesgate Realty Group February 2006 - April 2010
Investors Bank & Trust December 2004 - February 2006
Bobson Realty May 2001 - September 2004
Skills
First Time Home Buyers, Investment Properties, Historic Homes, Real Estate, Contract Negotiation, Residential Listings, Residential Homes
Education
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts (B.A.), Communications
Boston University 2009 — 2013
Certificate, Real Estate Finance
Newton South High School 1996 — 1999
Diploma
Robert Charbonnier's Investors Bank & Trust Experience January 2005 - June 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
Massachusetts National Guard - Joint Forces Headquarters January 2015 - Present
State Street April 2013 - January 2015
Massachusetts National Guard - Joint Forces Headquarters January 2012 - December 2014
State Street September 2009 - March 2013
Massachusetts National Guard - 1181st Forward Support Company April 2009 - October 2011
State Street July 2007 - September 2009
Massachusetts National Guard - HHC 1/181st Infantry Regiment April 2006 - April 2009
Investors Bank & Trust January 2005 - June 2007
Massachusetts National Guard - C company 1/181st Infantry BN May 2003 - April 2006
Skills
Visual Basic, Excel, Forecasting, Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Mutual Funds, Microsoft Excel, Project Management, Financial Analysis, Strategic Financial..., Leadership, Due Diligence, Finance, Investments, Mergers & Acquisitions, Management, Bloomberg, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
Masters in Business Administration, Corporate Finance
Bentley University 1999 — 2003
Bachelor of Science, Economics and Finance
Revere High School 1995 — 1999
State Street January 2015 - Present
Massachusetts National Guard - Joint Forces Headquarters January 2015 - Present
State Street April 2013 - January 2015
Massachusetts National Guard - Joint Forces Headquarters January 2012 - December 2014
State Street September 2009 - March 2013
Massachusetts National Guard - 1181st Forward Support Company April 2009 - October 2011
State Street July 2007 - September 2009
Massachusetts National Guard - HHC 1/181st Infantry Regiment April 2006 - April 2009
Investors Bank & Trust January 2005 - June 2007
Massachusetts National Guard - C company 1/181st Infantry BN May 2003 - April 2006
Skills
Visual Basic, Excel, Forecasting, Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Mutual Funds, Microsoft Excel, Project Management, Financial Analysis, Strategic Financial..., Leadership, Due Diligence, Finance, Investments, Mergers & Acquisitions, Management, Bloomberg, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
Masters in Business Administration, Corporate Finance
Bentley University 1999 — 2003
Bachelor of Science, Economics and Finance
Revere High School 1995 — 1999
Jaime Mendez Jaime Mendez's Investors Bank & Trust Experience June 1999 - March 2000
Job Senior Market Data Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2014 - Present
MFS Investment Management December 2003 - Present
Grantham, Mayo, Van Otterloo August 2003 - December 2003
Deutsche Bank March 2000 - July 2003
Investors Bank & Trust June 1999 - March 2000
Skills
Fluent in..., Bonds, Bloomberg, Fixed Income, Asset Management, Trading, Asset Managment, Equities, Securities, Bloomberg Terminal, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Series 7, Series 63, Investment Management, Financial Analysis, Hedge Funds, Relationship Management
Education
Boston College - Carroll School of Management 2010 — 2013
MBA, Finance
Northeastern University 2005 — 2006
Graduate Certificate, Financial Markets, and Institutions
University of Massachusetts Boston 1995 — 1999
BS, International Management
MFS Investment Management September 2014 - Present
MFS Investment Management December 2003 - Present
Grantham, Mayo, Van Otterloo August 2003 - December 2003
Deutsche Bank March 2000 - July 2003
Investors Bank & Trust June 1999 - March 2000
Skills
Fluent in..., Bonds, Bloomberg, Fixed Income, Asset Management, Trading, Asset Managment, Equities, Securities, Bloomberg Terminal, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Series 7, Series 63, Investment Management, Financial Analysis, Hedge Funds, Relationship Management
Education
Boston College - Carroll School of Management 2010 — 2013
MBA, Finance
Northeastern University 2005 — 2006
Graduate Certificate, Financial Markets, and Institutions
University of Massachusetts Boston 1995 — 1999
BS, International Management
Rebeccah Kocak Rebeccah Kocak's Investors Bank & Trust Experience October 1998 - November 1999
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement March 2014 - Present
Retirement Alliance, Inc. September 2010 - February 2014
Various Yoga Studios April 2009 - September 2010
ADP November 1999 - January 2009
Scudder Investments 1999 - 2009
Investors Bank & Trust October 1998 - November 1999
The Kraematon Group February 1997 - October 1998
Skills
FINRA Series 65, 401k, Mutual Funds, Defined Contribution, Series 63, Retirement, Series 6, ERISA, Series 7, Pensions, Investments, Defined Benefit, Retirement Plan..., Retirement Planning, Wealth Management, Financial Services, Management, Relationship Management, Employee Benefits
Education
Merrimack College 2002 — 2003
Certificate of Advanced Financial Planning
Bentley University 1993 — 1997
BS, Economics/Finance
Stoneham High
EMPOWER Retirement March 2014 - Present
Retirement Alliance, Inc. September 2010 - February 2014
Various Yoga Studios April 2009 - September 2010
ADP November 1999 - January 2009
Scudder Investments 1999 - 2009
Investors Bank & Trust October 1998 - November 1999
The Kraematon Group February 1997 - October 1998
Skills
FINRA Series 65, 401k, Mutual Funds, Defined Contribution, Series 63, Retirement, Series 6, ERISA, Series 7, Pensions, Investments, Defined Benefit, Retirement Plan..., Retirement Planning, Wealth Management, Financial Services, Management, Relationship Management, Employee Benefits
Education
Merrimack College 2002 — 2003
Certificate of Advanced Financial Planning
Bentley University 1993 — 1997
BS, Economics/Finance
Stoneham High
Shaun Forney's Investors Bank & Trust Experience August 2006 - December 2006
Job
Industry Aviation & Aerospace
Experience
Kaplan June 2014 - Present
JetBlue Airways June 2013 - June 2014
JetBlue Airways March 2011 - June 2013
The Boeing Company December 2010 - March 2011
The Boeing Company January 2010 - December 2010
The Boeing Company January 2009 - January 2010
The Boeing Company January 2007 - December 2008
Investors Bank & Trust August 2006 - December 2006
Acton Toyota June 2006 - August 2006
Skills
SQL, Access, Excel, PowerPoint, Microsoft Office, VBA, Forecasting, NPV, IRR, Variance Analysis, Lean Manufacturing, Lean Initiatives, Airports, Program Management, Flights, Microsoft Excel
Education
Bentley University 2008 — 2010
Masters of Science, Accounting
Bentley University 2006 — 2008
Master of Science, Real Estate Management
Bentley University 2002 — 2006
Bachelor's of Science, Finance
Kaplan June 2014 - Present
JetBlue Airways June 2013 - June 2014
JetBlue Airways March 2011 - June 2013
The Boeing Company December 2010 - March 2011
The Boeing Company January 2010 - December 2010
The Boeing Company January 2009 - January 2010
The Boeing Company January 2007 - December 2008
Investors Bank & Trust August 2006 - December 2006
Acton Toyota June 2006 - August 2006
Skills
SQL, Access, Excel, PowerPoint, Microsoft Office, VBA, Forecasting, NPV, IRR, Variance Analysis, Lean Manufacturing, Lean Initiatives, Airports, Program Management, Flights, Microsoft Excel
Education
Bentley University 2008 — 2010
Masters of Science, Accounting
Bentley University 2006 — 2008
Master of Science, Real Estate Management
Bentley University 2002 — 2006
Bachelor's of Science, Finance
Scott Minkowsky, CFA Scott Minkowsky, CFA's Investors Bank & Trust Experience December 2005 - July 2007
Job Credit Analyst at STAG Industrial
Industry Financial Services
Experience
STAG Industrial May 2014 - Present
Board of Trustees - Towne Estates Condominium Association October 2014 - Present
State Street October 2004 - May 2014
Investors Bank & Trust December 2005 - July 2007
Skills
Management, Analysis, Loans, Bloomberg, Accounting, Securities, Finance, Equities, Fixed Income, Credit, Asset Management, Financial Analysis, Financial Modeling, Financial Services, Investments, Mutual Funds, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
Business, Master in Business Administration
University of Maine 2000 — 2004
Business, Finance, International Business
STAG Industrial May 2014 - Present
Board of Trustees - Towne Estates Condominium Association October 2014 - Present
State Street October 2004 - May 2014
Investors Bank & Trust December 2005 - July 2007
Skills
Management, Analysis, Loans, Bloomberg, Accounting, Securities, Finance, Equities, Fixed Income, Credit, Asset Management, Financial Analysis, Financial Modeling, Financial Services, Investments, Mutual Funds, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
Business, Master in Business Administration
University of Maine 2000 — 2004
Business, Finance, International Business
Chris Canton Chris Canton's Investors Bank & Trust Experience February 2007 - March 2008
Job Solutions Architect at Adaptive Insights
Industry Computer Software
Experience
Adaptive Insights August 2014 - Present
Wellington Management June 2012 - August 2014
State Street October 2010 - June 2012
China Consultants and Advisory of Finance and Management Co., LTD May 2011 - January 2012
State Street March 2008 - October 2010
Investors Bank & Trust February 2007 - March 2008
Skills
Bloomberg, Valuation, Equities, Derivatives, Microsoft Office, Mutual Funds, Securities, Fund Accounting, Corporate Actions, Asset Management, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
Master of Science, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA
University of Massachusetts, Amherst 2002 — 2006
BS, Economics, Polticial Science
Adaptive Insights August 2014 - Present
Wellington Management June 2012 - August 2014
State Street October 2010 - June 2012
China Consultants and Advisory of Finance and Management Co., LTD May 2011 - January 2012
State Street March 2008 - October 2010
Investors Bank & Trust February 2007 - March 2008
Skills
Bloomberg, Valuation, Equities, Derivatives, Microsoft Office, Mutual Funds, Securities, Fund Accounting, Corporate Actions, Asset Management, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
Master of Science, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA
University of Massachusetts, Amherst 2002 — 2006
BS, Economics, Polticial Science
Brian D. Collins Brian D. Collins's Investors Bank & Trust Experience April 1998 - April 2004
Job Trading Systems Developer at Investment Company
Industry Financial Services
Experience
Investment Company December 2014 - Present
BC Properties 2005 - Present
Alvarez & Marsal January 2012 - December 2014
Plural Investments, LLC December 2009 - March 2011
SRSsoft December 2008 - November 2009
Advent Software April 2007 - June 2008
Morgan Stanley February 2006 - February 2007
SunGard Financial Systems April 2004 - February 2006
Investors Bank & Trust April 1998 - April 2004
Skills
Microsoft SQL Server, ASP.NET, T-SQL, C#, Business Analysis, Leadership, Project Management, Agile Methodologies, Scrum, Software Project..., SQL, Web Services, Financial Systems, ASP.NET AJAX, SSRS, ADO.NET, Software Development, Object Oriented Design, LINQ, JavaScript, AJAX, CSS, Entity Framework, WinForms, Microsoft Azure
Education
University of Massachusetts, Amherst
BBA, Accounting
New York University
Boston University 2000 — 2001
Investment Company December 2014 - Present
BC Properties 2005 - Present
Alvarez & Marsal January 2012 - December 2014
Plural Investments, LLC December 2009 - March 2011
SRSsoft December 2008 - November 2009
Advent Software April 2007 - June 2008
Morgan Stanley February 2006 - February 2007
SunGard Financial Systems April 2004 - February 2006
Investors Bank & Trust April 1998 - April 2004
Skills
Microsoft SQL Server, ASP.NET, T-SQL, C#, Business Analysis, Leadership, Project Management, Agile Methodologies, Scrum, Software Project..., SQL, Web Services, Financial Systems, ASP.NET AJAX, SSRS, ADO.NET, Software Development, Object Oriented Design, LINQ, JavaScript, AJAX, CSS, Entity Framework, WinForms, Microsoft Azure
Education
University of Massachusetts, Amherst
BBA, Accounting
New York University
Boston University 2000 — 2001
Doris Wong Doris Wong's Investors Bank & Trust Experience 2005 - 2006
Job Investment Performance Manager at State Street
Industry Financial Services
Experience
State Street 2012 - Present
State Street 2007 - 2012
Mellon Financial 2006 - 2007
Investors Bank & Trust 2005 - 2006
Investors Bank & Trust 2003 - 2005
Skills
Performance Management, Business Analytics, Financial Services, Project Management, Management, Presentations, Financial Systems, Oral & Written..., Analysis, Fixed Income, Data Analysis, Performance Measurement, CRM, Bloomberg, Equities, Hedge Funds, Microsoft Excel
Education
Brandeis University
Master of Finance
University of Massachusetts Boston
Bachelor of Science (BS), International Business Management & Marketing
Boston Latin School
High School Diploma
State Street 2012 - Present
State Street 2007 - 2012
Mellon Financial 2006 - 2007
Investors Bank & Trust 2005 - 2006
Investors Bank & Trust 2003 - 2005
Skills
Performance Management, Business Analytics, Financial Services, Project Management, Management, Presentations, Financial Systems, Oral & Written..., Analysis, Fixed Income, Data Analysis, Performance Measurement, CRM, Bloomberg, Equities, Hedge Funds, Microsoft Excel
Education
Brandeis University
Master of Finance
University of Massachusetts Boston
Bachelor of Science (BS), International Business Management & Marketing
Boston Latin School
High School Diploma
Sean McGuinness's Investors Bank & Trust Experience 2005 - 2007
Job Director, ETF and Index Services at Interactive Data
Industry Financial Services
Experience
Interactive Data April 2012 - Present
JP Morgan 2007 - May 2012
Investors Bank & Trust 2005 - 2007
Investors Bank & Trust 2000 - 2005
Skills
ETFs, Mutual Funds, Lean Tools, Operations Management, Fund Accounting, Financial Services, Corporate Actions, Global Custody, Fund Administration, Securities, Hedge Funds, Bloomberg, Alternative Investments, Equities, Derivatives, Fixed Income, Investments
Education
Boston College 1993 — 1997
BS, Accounting
Interactive Data April 2012 - Present
JP Morgan 2007 - May 2012
Investors Bank & Trust 2005 - 2007
Investors Bank & Trust 2000 - 2005
Skills
ETFs, Mutual Funds, Lean Tools, Operations Management, Fund Accounting, Financial Services, Corporate Actions, Global Custody, Fund Administration, Securities, Hedge Funds, Bloomberg, Alternative Investments, Equities, Derivatives, Fixed Income, Investments
Education
Boston College 1993 — 1997
BS, Accounting
Daniel Miele, MBA Daniel Miele, MBA's Investors Bank & Trust Experience May 1993 - April 1995
Job Investment Advisor Representative at Centinel Financial Group, LLC.
Industry Financial Services
Experience
Centinel Financial Group, LLC July 2003 - Present
State Street Corporation May 2001 - July 2003
Cutter Associates August 2000 - May 2001
Grantham, Mayo, Van Otterloo & Co., LLC. April 1995 - August 2000
Army National Guard November 1989 - November 1997
Investors Bank & Trust May 1993 - April 1995
Education
Boston University 1996 — 2000
MSA
Keene State College 1988 — 1992
BS
Centinel Financial Group, LLC July 2003 - Present
State Street Corporation May 2001 - July 2003
Cutter Associates August 2000 - May 2001
Grantham, Mayo, Van Otterloo & Co., LLC. April 1995 - August 2000
Army National Guard November 1989 - November 1997
Investors Bank & Trust May 1993 - April 1995
Education
Boston University 1996 — 2000
MSA
Keene State College 1988 — 1992
BS
Loughlin Cleary's Investors Bank & Trust Experience June 1997 - September 1999
Job Vice President, Relationship Manager at Federal Home Loan Bank of Boston
Industry Banking
Experience
Federal Home Loan Bank of Boston June 2007 - Present
Federal Home Loan Bank of Boston June 2006 - June 2007
Federal Home Loan Bank of Boston December 2003 - May 2006
Federal Home Loan Bank of Boston September 1999 - December 2003
Investors Bank & Trust June 1997 - September 1999
Skills
Valuation, Financial Risk, Banking, Credit, Finance, Portfolio Management, Financial Services, Loans, Analysis, Funding, Investments, Derivatives, Financial Modeling, Mortgage Lending, Risk Management, Financial Analysis, Credit Risk, Cash Management, Interest Rate Risk..., Asset Managment, Corporate Finance, Fixed Income, Capital Markets, Managerial Finance, Bloomberg, Business Development, CRM, Commercial Banking, Commercial Lending, Credit Analysis, Equities, Financial Markets, Mutual Funds, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, Business
Dickinson College 1992 — 1996
BA, International Studies
Salisbury School 1990 — 1992
Fairfield Prep 1989 — 1990
Federal Home Loan Bank of Boston June 2007 - Present
Federal Home Loan Bank of Boston June 2006 - June 2007
Federal Home Loan Bank of Boston December 2003 - May 2006
Federal Home Loan Bank of Boston September 1999 - December 2003
Investors Bank & Trust June 1997 - September 1999
Skills
Valuation, Financial Risk, Banking, Credit, Finance, Portfolio Management, Financial Services, Loans, Analysis, Funding, Investments, Derivatives, Financial Modeling, Mortgage Lending, Risk Management, Financial Analysis, Credit Risk, Cash Management, Interest Rate Risk..., Asset Managment, Corporate Finance, Fixed Income, Capital Markets, Managerial Finance, Bloomberg, Business Development, CRM, Commercial Banking, Commercial Lending, Credit Analysis, Equities, Financial Markets, Mutual Funds, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, Business
Dickinson College 1992 — 1996
BA, International Studies
Salisbury School 1990 — 1992
Fairfield Prep 1989 — 1990
Rainer Frost Rainer Frost's Investors Bank & Trust Experience 2005 - 2008
Job Senior International Contract Specialist, MIT OSP/ Research, and Managing Director of Clarity Consulting Group
Industry Venture Capital & Private Equity
Experience
Massachusetts Institute of Technology (MIT) June 2014 - Present
Clarity Consulting Group 2000 - Present
Axiom April 2010 - December 2014
Fidelity Investments March 2008 - November 2009
State Street 2005 - 2008
Investors Bank & Trust 2005 - 2008
IBT 2005 - 2008
State Street Bank 2005 - 2008
Clarity Consulting Group 2002 - 2005
GoldK, Inc. 2000 - 2002
Skills
Venture Capital, Mergers & Acquisitions, Securities, Investment Banking, Entrepreneurship, Start-ups, Research Agreements, Joint Ventures, Strategy, Mergers, Sponsored Programs, Consulting, Corporate Governance, Executive Management, Alternative Investments, Management, Leadership, Business Strategy, Negotiation
Education
Vassar College 1976 — 1980
B.A., English
Boston College Law School
JD, Cum Laude, Law
Harvard Law School
Certificate, Advanced Negotiation & Mediation, 4.0
Vassar College
BA, English/Philosophy
Northfield Mount Hermon School
High School, English
Lincoln Sudbury Regional High School
High School, English
Massachusetts Institute of Technology (MIT) June 2014 - Present
Clarity Consulting Group 2000 - Present
Axiom April 2010 - December 2014
Fidelity Investments March 2008 - November 2009
State Street 2005 - 2008
Investors Bank & Trust 2005 - 2008
IBT 2005 - 2008
State Street Bank 2005 - 2008
Clarity Consulting Group 2002 - 2005
GoldK, Inc. 2000 - 2002
Skills
Venture Capital, Mergers & Acquisitions, Securities, Investment Banking, Entrepreneurship, Start-ups, Research Agreements, Joint Ventures, Strategy, Mergers, Sponsored Programs, Consulting, Corporate Governance, Executive Management, Alternative Investments, Management, Leadership, Business Strategy, Negotiation
Education
Vassar College 1976 — 1980
B.A., English
Boston College Law School
JD, Cum Laude, Law
Harvard Law School
Certificate, Advanced Negotiation & Mediation, 4.0
Vassar College
BA, English/Philosophy
Northfield Mount Hermon School
High School, English
Lincoln Sudbury Regional High School
High School, English
David Villani's Investors Bank & Trust Experience December 2003 - September 2006
Job Fund Administration Director AVP at State Street
Industry Financial Services
Experience
State Street September 2006 - Present
Investors Bank & Trust December 2003 - September 2006
University of Massachusetts June 2001 - November 2003
Skills
Bloomberg, Fixed Income, Mutual Funds, Equities, Financial Analysis, Investments, Financial Modeling, Derivatives, Fund Accounting, Financial Reporting, Management, Expense Management, Writing, Microsoft Excel, Fund Administration
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Finance
Isenberg School of Management, UMass Amherst 1999 — 2003
BBA, Accounting
State Street September 2006 - Present
Investors Bank & Trust December 2003 - September 2006
University of Massachusetts June 2001 - November 2003
Skills
Bloomberg, Fixed Income, Mutual Funds, Equities, Financial Analysis, Investments, Financial Modeling, Derivatives, Fund Accounting, Financial Reporting, Management, Expense Management, Writing, Microsoft Excel, Fund Administration
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Finance
Isenberg School of Management, UMass Amherst 1999 — 2003
BBA, Accounting
Kristina Spilman Kristina Spilman's Investors Bank & Trust Experience June 2002 - July 2004
Job Accounting Asst at Temple Beth Shalom
Industry Civic & Social Organization
Experience
Temple Beth Shalom September 2014 - Present
Injured Marine Semper Fi Fund October 2012 - May 2014
Navy-Marine Corps Relief Society July 2009 - February 2011
Cherry Point OSC June 2008 - September 2010
State Street Bank August 2004 - March 2007
Investors Bank & Trust June 2002 - July 2004
Skills
Non-profits, Fundraising, Budgeting, Financial Analysis, Accounting, Nonprofits, Budgets, Public Speaking, Strategic Planning, Microsoft Office, Research
Education
Boston College - Carroll School of Management
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree, Resource Economics
Temple Beth Shalom September 2014 - Present
Injured Marine Semper Fi Fund October 2012 - May 2014
Navy-Marine Corps Relief Society July 2009 - February 2011
Cherry Point OSC June 2008 - September 2010
State Street Bank August 2004 - March 2007
Investors Bank & Trust June 2002 - July 2004
Skills
Non-profits, Fundraising, Budgeting, Financial Analysis, Accounting, Nonprofits, Budgets, Public Speaking, Strategic Planning, Microsoft Office, Research
Education
Boston College - Carroll School of Management
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree, Resource Economics
Bill McManus's Investors Bank & Trust Experience May 1997 - July 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust May 1997 - July 2007
Deloitte September 1991 - May 1997
Skills
Fund Accounting, Equities, Fixed Income, Financial Analysis, Mutual Funds, Securities
Education
Boston College 1987 — 1991
Bachelor of Science (BS), Accounting
State Street July 2007 - Present
Investors Bank & Trust May 1997 - July 2007
Deloitte September 1991 - May 1997
Skills
Fund Accounting, Equities, Fixed Income, Financial Analysis, Mutual Funds, Securities
Education
Boston College 1987 — 1991
Bachelor of Science (BS), Accounting
Can Ozcan Can Ozcan's Investors Bank & Trust Experience July 2005 - July 2006
Job Vice President at State Street
Industry Financial Services
Experience
State Street January 2014 - Present
State Street Bank September 2007 - January 2014
State Street July 2006 - September 2007
Investors Bank & Trust July 2005 - July 2006
Skills
Equities, Tax, Hedge Funds, Private Equity, Financial Analysis, Alternative Investments, Business Strategy, Due Diligence
Education
Johnson and Wales University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bilkent Üniversitesi / Bilkent University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Computer Technology/Computer Systems Technology
State Street January 2014 - Present
State Street Bank September 2007 - January 2014
State Street July 2006 - September 2007
Investors Bank & Trust July 2005 - July 2006
Skills
Equities, Tax, Hedge Funds, Private Equity, Financial Analysis, Alternative Investments, Business Strategy, Due Diligence
Education
Johnson and Wales University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bilkent Üniversitesi / Bilkent University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Computer Technology/Computer Systems Technology
Carol Meharg's Investors Bank & Trust Experience 1999 - 2004
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
State Street Bank 2004 - 2010
Investors Bank & Trust 1999 - 2004
Investors Bank & Trust 1996 - 1999
Investors Bank & Trust 1994 - 1996
Education
Boston College
Bachelor of Science, Management (Concentration in Finance)
Fidelity Investments April 2012 - Present
State Street Bank 2004 - 2010
Investors Bank & Trust 1999 - 2004
Investors Bank & Trust 1996 - 1999
Investors Bank & Trust 1994 - 1996
Education
Boston College
Bachelor of Science, Management (Concentration in Finance)
Mark Harrington's Investors Bank & Trust Experience May 2005 - July 2007
Job Talent Acquisition Consultant at State Street
Industry Human Resources
Experience
State Street February 2015 - Present
Delaware Life August 2013 - January 2015
Sun Life Financial June 2011 - August 2013
Liberty Mutual December 2010 - June 2011
John Hancock September 2007 - September 2010
Investors Bank & Trust May 2005 - July 2007
State Street 2000 - 2005
New England Financial 1989 - 2000
Skills
Full-cycle Recruiting, Social Networking, Brand Awareness, Interviewing, Hiring, Insurance, Onboarding, Interviews, Talent Management, Applicant Tracking..., Recruiting, SDLC, Human Resources, Talent Acquisition
Education
Boston College 1985 — 1989
Bachelor of Arts, English
State Street February 2015 - Present
Delaware Life August 2013 - January 2015
Sun Life Financial June 2011 - August 2013
Liberty Mutual December 2010 - June 2011
John Hancock September 2007 - September 2010
Investors Bank & Trust May 2005 - July 2007
State Street 2000 - 2005
New England Financial 1989 - 2000
Skills
Full-cycle Recruiting, Social Networking, Brand Awareness, Interviewing, Hiring, Insurance, Onboarding, Interviews, Talent Management, Applicant Tracking..., Recruiting, SDLC, Human Resources, Talent Acquisition
Education
Boston College 1985 — 1989
Bachelor of Arts, English
Norman Belo's Investors Bank & Trust Experience January 2005 - July 2007
Job Director Global Incident Management and Client Contact Center at Omgeo
Industry Financial Services
Experience
Omgeo July 2012 - Present
Omgeo April 2009 - July 2012
State Street July 2007 - April 2009
Investors Bank & Trust January 2005 - July 2007
Investors Bank & Trust April 2004 - January 2005
Investors Bank & Trust July 2000 - April 2004
Skills
ITIL, Incident Management, Back Office, Risk Management, SQL, Business Analysis, Vendor Management, Customer Relations, Team Building, Documentation, Middleware, ITSM, Software Documentation, Process Improvement, Project Management, Management, IT Service Management, Customer Service, Disaster Recovery, Program Management, SDLC, Cross-functional Team..., CRM, Integration, Team Leadership, IT Strategy, Leadership, Public Speaking, Customer Satisfaction, Customer Support, Problem Management, Financial Services, Technical Support, Team Management, IT Management, Troubleshooting, Requirements Analysis, Software Project..., PMP, PMO, SharePoint, Visio, Business Process
Education
Boston University 1996 — 2000
Stoughton High 1992 — 1996
Omgeo July 2012 - Present
Omgeo April 2009 - July 2012
State Street July 2007 - April 2009
Investors Bank & Trust January 2005 - July 2007
Investors Bank & Trust April 2004 - January 2005
Investors Bank & Trust July 2000 - April 2004
Skills
ITIL, Incident Management, Back Office, Risk Management, SQL, Business Analysis, Vendor Management, Customer Relations, Team Building, Documentation, Middleware, ITSM, Software Documentation, Process Improvement, Project Management, Management, IT Service Management, Customer Service, Disaster Recovery, Program Management, SDLC, Cross-functional Team..., CRM, Integration, Team Leadership, IT Strategy, Leadership, Public Speaking, Customer Satisfaction, Customer Support, Problem Management, Financial Services, Technical Support, Team Management, IT Management, Troubleshooting, Requirements Analysis, Software Project..., PMP, PMO, SharePoint, Visio, Business Process
Education
Boston University 1996 — 2000
Stoughton High 1992 — 1996
Josh Rutstein's Investors Bank & Trust Experience October 1993 - June 1995
Job Director, IT Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2003 - Present
Strata Information Group June 2000 - July 2003
North Shore Community College December 1999 - June 2000
Northern Essex Community College July 1996 - December 1999
Malden Hospital June 1995 - July 1996
Investors Bank & Trust October 1993 - June 1995
Education
Bentley University 1990 — 1993
Bachelor of Science (BS), Finance, 3.62 GPA
Fidelity Investments July 2003 - Present
Strata Information Group June 2000 - July 2003
North Shore Community College December 1999 - June 2000
Northern Essex Community College July 1996 - December 1999
Malden Hospital June 1995 - July 1996
Investors Bank & Trust October 1993 - June 1995
Education
Bentley University 1990 — 1993
Bachelor of Science (BS), Finance, 3.62 GPA
Alan Wiese Alan Wiese's Investors Bank & Trust Experience 1986 - 1995
Job Vice President Finance & Treasury
Industry Financial Services
Experience
West Town Savings Bank April 2013 - Present
Robert Half Management Resources January 2010 - Present
Fidelity Investments 1996 - December 2008
Investors Bank & Trust 1986 - 1995
Blue Cross Blue Shield of Massachusetts 1982 - 1986
KPMG 1981 - 1982
Skills
advanced Excel skills, Hyperion Enterprise, Access, Word, PowerPoint, Bloomberg, Lawson, Metavante, Movex, Financial Reporting, Microsoft Word, Finance, Financial Modeling, Forecasting, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MS, Finance
University of Maryland College Park 1977 — 1981
BS, Accounting
West Town Savings Bank April 2013 - Present
Robert Half Management Resources January 2010 - Present
Fidelity Investments 1996 - December 2008
Investors Bank & Trust 1986 - 1995
Blue Cross Blue Shield of Massachusetts 1982 - 1986
KPMG 1981 - 1982
Skills
advanced Excel skills, Hyperion Enterprise, Access, Word, PowerPoint, Bloomberg, Lawson, Metavante, Movex, Financial Reporting, Microsoft Word, Finance, Financial Modeling, Forecasting, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MS, Finance
University of Maryland College Park 1977 — 1981
BS, Accounting
Despina Pitsis Andronikidis's Investors Bank & Trust Experience 2001 - 2002
Job Technology Recruiting
Industry Computer Software
Experience
Ab Initio 2013 - Present
Bridgewater Associates 2007 - 2012
The Boston Language Institute 2004 - 2006
Hellenic American Educational Foundation Athens College-Psychico College 2003 - 2004
Investors Bank & Trust 2001 - 2002
Education
Boston College 1997 — 2001
BA, International Studies
Ab Initio 2013 - Present
Bridgewater Associates 2007 - 2012
The Boston Language Institute 2004 - 2006
Hellenic American Educational Foundation Athens College-Psychico College 2003 - 2004
Investors Bank & Trust 2001 - 2002
Education
Boston College 1997 — 2001
BA, International Studies
Lisa Hamel Lisa Hamel's Investors Bank & Trust Experience November 2004 - July 2007
Job Collaborative and Versatile Manager with background in Oracle and Software Development
Industry Information Technology and Services
Experience
Whitridge Associates 2013 - 2014
Fidelity Investments July 2011 - March 2013
State Street July 2007 - December 2010
Investors Bank & Trust November 2004 - July 2007
Investors Bank & Trust July 2000 - November 2004
Lahey Clinic June 1997 - July 2000
Scitex America January 1996 - June 1997
Scitex America March 1993 - January 1996
Skills
Analysis, Data Analysis, Software Development, Databases, Troubleshooting, Team Building, Performance Management, SDLC, Business Analysis, Leadership, Vendor Management, Team Management, Process Improvement, Disaster Recovery, Unix, Integration, Oracle, Microsoft SQL Server, SharePoint, Requirements Analysis, Visio, Data Warehousing, IT Strategy, Software Project..., IT Management, Software Documentation, Requirements Gathering, Enterprise Architecture, Business Intelligence, Agile Methodologies
Education
Merrimack College 1985 — 1988
Bachelor of Science (B.S.), Computer Science
Bethany College 1983 — 1985
BSCS, Computer Science
Whitridge Associates 2013 - 2014
Fidelity Investments July 2011 - March 2013
State Street July 2007 - December 2010
Investors Bank & Trust November 2004 - July 2007
Investors Bank & Trust July 2000 - November 2004
Lahey Clinic June 1997 - July 2000
Scitex America January 1996 - June 1997
Scitex America March 1993 - January 1996
Skills
Analysis, Data Analysis, Software Development, Databases, Troubleshooting, Team Building, Performance Management, SDLC, Business Analysis, Leadership, Vendor Management, Team Management, Process Improvement, Disaster Recovery, Unix, Integration, Oracle, Microsoft SQL Server, SharePoint, Requirements Analysis, Visio, Data Warehousing, IT Strategy, Software Project..., IT Management, Software Documentation, Requirements Gathering, Enterprise Architecture, Business Intelligence, Agile Methodologies
Education
Merrimack College 1985 — 1988
Bachelor of Science (B.S.), Computer Science
Bethany College 1983 — 1985
BSCS, Computer Science
Christopher Swigart's Investors Bank & Trust Experience October 2005 - November 2007
Job Quantitative Analyst at Federal Reserve Bank of Boston
Industry Financial Services
Experience
Federal Reserve Bank of Boston August 2015 - Present
Federal Reserve Bank of Boston May 2012 - August 2015
RBS - CITIZENS FINANCIAL GROUP February 2010 - May 2012
State Street Bank November 2007 - February 2010
Investors Bank & Trust October 2005 - November 2007
Investors Bank & Trust September 2004 - October 2005
MORELY FUND MANAGEMENT INTERNATIONAL May 2003 - August 2003
Skills
Credit Analysis, Basel II, Financial Analysis, Credit Risk, Risk, Risk Management, Market Risk, Financial Risk, Counterparty Risk, Derivatives, Basel III, CVA, Systemic Risk, Investment Banking, Financial Services, Credit, Cycling, Operational Risk, Enterprise Risk..., Tennis, Analysis, Securities, Mutual Funds, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA, Finance
Boston College 2000 — 2004
B.A., Economics, History
Federal Reserve Bank of Boston August 2015 - Present
Federal Reserve Bank of Boston May 2012 - August 2015
RBS - CITIZENS FINANCIAL GROUP February 2010 - May 2012
State Street Bank November 2007 - February 2010
Investors Bank & Trust October 2005 - November 2007
Investors Bank & Trust September 2004 - October 2005
MORELY FUND MANAGEMENT INTERNATIONAL May 2003 - August 2003
Skills
Credit Analysis, Basel II, Financial Analysis, Credit Risk, Risk, Risk Management, Market Risk, Financial Risk, Counterparty Risk, Derivatives, Basel III, CVA, Systemic Risk, Investment Banking, Financial Services, Credit, Cycling, Operational Risk, Enterprise Risk..., Tennis, Analysis, Securities, Mutual Funds, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA, Finance
Boston College 2000 — 2004
B.A., Economics, History
Jeremy Salome's Investors Bank & Trust Experience February 2004 - May 2006
Job Director of Sales at Sunrise Technologies
Industry Computer Software
Experience
Sunrise Technologies December 2012 - Present
Sunrise Technologies December 2010 - Present
EducationFightsAIDS EFA International December 2010 - Present
InterDyn June 2007 - December 2010
Navint Consulting May 2006 - June 2007
Investors Bank & Trust February 2004 - May 2006
Skills
Warehouse Management, SSRS, Inventory Control, Axapta, Microsoft Dynamics, Sales Management, Microsoft Dynamics ERP, Microsoft CRM, Procure-to-Pay, Financial Reporting, Microsoft Office, Business Intelligence, Business Process..., ERP Implementations, Great Plains Software, Integration, ERP, Cloud Computing, Consulting, Software Implementation, Software Documentation, SharePoint, Leadership, Business Analysis, Enterprise Software, Business Development, Pre-sales, Professional Services, Solution Architecture, Microsoft Dynamics AX
Education
Boston University 1999 — 2003
Bachelors, Economics and International Relations
Sunrise Technologies December 2012 - Present
Sunrise Technologies December 2010 - Present
EducationFightsAIDS EFA International December 2010 - Present
InterDyn June 2007 - December 2010
Navint Consulting May 2006 - June 2007
Investors Bank & Trust February 2004 - May 2006
Skills
Warehouse Management, SSRS, Inventory Control, Axapta, Microsoft Dynamics, Sales Management, Microsoft Dynamics ERP, Microsoft CRM, Procure-to-Pay, Financial Reporting, Microsoft Office, Business Intelligence, Business Process..., ERP Implementations, Great Plains Software, Integration, ERP, Cloud Computing, Consulting, Software Implementation, Software Documentation, SharePoint, Leadership, Business Analysis, Enterprise Software, Business Development, Pre-sales, Professional Services, Solution Architecture, Microsoft Dynamics AX
Education
Boston University 1999 — 2003
Bachelors, Economics and International Relations
Jason Chuon's Investors Bank & Trust Experience June 2006 - June 2007
Job Assistant Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp May 2015 - Present
J.P. Morgan June 2013 - May 2015
J.P. Morgan July 2007 - May 2013
Investors Bank & Trust June 2006 - June 2007
Skills
Investment Operations, Fund Accounting, Fund Administration, Defined Benefit, Defined Contribution, Pension Funds, 401k, Alternative Investments, Private Equity, Mutual Funds, Process Improvement, Bloomberg, Research, Financial Services, Financial Analysis, Securities, Investments, Public Speaking
Education
Boston University 2002 — 2006
B.A., Economics and International Relations
SS&C GlobeOp May 2015 - Present
J.P. Morgan June 2013 - May 2015
J.P. Morgan July 2007 - May 2013
Investors Bank & Trust June 2006 - June 2007
Skills
Investment Operations, Fund Accounting, Fund Administration, Defined Benefit, Defined Contribution, Pension Funds, 401k, Alternative Investments, Private Equity, Mutual Funds, Process Improvement, Bloomberg, Research, Financial Services, Financial Analysis, Securities, Investments, Public Speaking
Education
Boston University 2002 — 2006
B.A., Economics and International Relations
Monique Y.'s Investors Bank & Trust Experience September 2005 - February 2007
Job Claims Specialist
Industry Insurance
Experience
Tufts Health Plan – Network Health December 2011 - Present
Tufts Health Plan September 2011 - December 2011
Celticare May 2010 - June 2011
Best Doctors January 2010 - April 2010
Boston Medical Center August 2009 - September 2009
Joslin Diabetes Center July 2009 - August 2009
McKesson Health Solutions February 2007 - July 2008
Investors Bank & Trust September 2005 - February 2007
Navimedix March 2005 - September 2005
Massachusetts General Hospital September 2002 - September 2003
Skills
Health Insurance, PPO, Medicare, Provider Relations, HMO, Medicare Part D, Health Policy, Managed Care, Claims Resolution, Claim, Healthcare Industry, Medical Coding, CPT, Healthcare, Claim Investigation, Call Centers, Medicaid, Medical Billing, Employee Benefits, Disease Management, HIPAA, Process Improvement
Education
Suffolk University 2002 — 2004
Masters of Health Administration, Health Administration, GPA 3.75
Bentley College 1998 — 2002
Bachelors of Science, Management with a minor in Information Technology, GPA 3.0
Tufts Health Plan – Network Health December 2011 - Present
Tufts Health Plan September 2011 - December 2011
Celticare May 2010 - June 2011
Best Doctors January 2010 - April 2010
Boston Medical Center August 2009 - September 2009
Joslin Diabetes Center July 2009 - August 2009
McKesson Health Solutions February 2007 - July 2008
Investors Bank & Trust September 2005 - February 2007
Navimedix March 2005 - September 2005
Massachusetts General Hospital September 2002 - September 2003
Skills
Health Insurance, PPO, Medicare, Provider Relations, HMO, Medicare Part D, Health Policy, Managed Care, Claims Resolution, Claim, Healthcare Industry, Medical Coding, CPT, Healthcare, Claim Investigation, Call Centers, Medicaid, Medical Billing, Employee Benefits, Disease Management, HIPAA, Process Improvement
Education
Suffolk University 2002 — 2004
Masters of Health Administration, Health Administration, GPA 3.75
Bentley College 1998 — 2002
Bachelors of Science, Management with a minor in Information Technology, GPA 3.0
Kathleen Geissler's Investors Bank & Trust Experience May 2002 - June 2004
Job Director, Financial Planning and Analysis at ISG (formerly TPI)
Industry Outsourcing/Offshoring
Experience
Information Services Group (Formerly TPI) August 2008 - Present
Vertex Pharmaceuticals June 2004 - July 2008
Investors Bank & Trust May 2002 - June 2004
Genuity May 1998 - May 2001
Scitex America 1987 - 1998
Skills
Financial Analysis, Budgets, Long Range Planning, Financial Modeling, Modeling, Forecasting, Process Improvement, Strategic Financial..., Sarbanes-Oxley Act, Financial Reporting, Managerial Finance, Management, Analysis, Strategic Planning, Corporate Finance, Accounting
Education
Bentley University 1993 — 1999
Master of Business Administration (MBA), Accounting
Bentley University 1981 — 1985
BS, Management
St. Patricks High School 1978 — 1981
Information Services Group (Formerly TPI) August 2008 - Present
Vertex Pharmaceuticals June 2004 - July 2008
Investors Bank & Trust May 2002 - June 2004
Genuity May 1998 - May 2001
Scitex America 1987 - 1998
Skills
Financial Analysis, Budgets, Long Range Planning, Financial Modeling, Modeling, Forecasting, Process Improvement, Strategic Financial..., Sarbanes-Oxley Act, Financial Reporting, Managerial Finance, Management, Analysis, Strategic Planning, Corporate Finance, Accounting
Education
Bentley University 1993 — 1999
Master of Business Administration (MBA), Accounting
Bentley University 1981 — 1985
BS, Management
St. Patricks High School 1978 — 1981
Anthony Riccio's Investors Bank & Trust Experience August 2006 - June 2007
Job Senior Consultant at Capgemini Consulting
Industry Management Consulting
Experience
Capgemini Consulting May 2015 - Present
AllianceBernstein January 2014 - May 2015
State Street April 2011 - January 2014
State Street August 2009 - April 2011
State Street June 2007 - August 2009
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust June 2005 - August 2006
Skills
Financial Analysis, Data Analysis, Fixed Income, Equities, Performance Measurement, Performance Analysis, SQL, Microsoft Excel, Investments, Team Management, Finance, Operations Management, Performance Management, Microsoft Word, PowerPoint, StatPro, Operational Efficiency, Business Analysis, Analytics, Risk Management, Bloomberg, Legacy System Conversion, Management, Financial Services, Analysis, Strategy, Consulting, Leadership, Microsoft Office, Research, Strategic Planning, Management Consulting, Business Strategy, Process Improvement, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
Isenberg School of Management, UMass Amherst 2001 — 2005
BBA, Finance
CFA Institute 2010 — 2010
Level I Exam, Passed December
Capgemini Consulting May 2015 - Present
AllianceBernstein January 2014 - May 2015
State Street April 2011 - January 2014
State Street August 2009 - April 2011
State Street June 2007 - August 2009
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust June 2005 - August 2006
Skills
Financial Analysis, Data Analysis, Fixed Income, Equities, Performance Measurement, Performance Analysis, SQL, Microsoft Excel, Investments, Team Management, Finance, Operations Management, Performance Management, Microsoft Word, PowerPoint, StatPro, Operational Efficiency, Business Analysis, Analytics, Risk Management, Bloomberg, Legacy System Conversion, Management, Financial Services, Analysis, Strategy, Consulting, Leadership, Microsoft Office, Research, Strategic Planning, Management Consulting, Business Strategy, Process Improvement, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
Isenberg School of Management, UMass Amherst 2001 — 2005
BBA, Finance
CFA Institute 2010 — 2010
Level I Exam, Passed December
Marilyn Fernandez, MBCP's Investors Bank & Trust Experience September 2004 - July 2007
Job Business Continuity & Disaster Recovery Manager
Industry Financial Services
Experience
John Hancock Financial Services April 2014 - Present
Federal Home Loan Bank of Boston May 2013 - April 2014
Federal Home Loan Bank of Boston July 2007 - June 2013
Investors Bank & Trust September 2004 - July 2007
State Street Corporation February 2001 - September 2004
New England Cable News May 1999 - October 2001
Skills
LDRPS v10, ITIL, Documentation, Business Impact Analysis, Test Planning, Business Continuity..., Business Continuity, Risk Management, Project Management, Testing, Financial Services, LDRPS, Disaster Recovery, Incident Management, Risk Assessment, Operational Risk..., CBCP, Information Security..., Solution Architecture, Enterprise Risk..., Crisis Management, Business Resilience, Financial Risk, Business Requirements, Software Documentation, Security, Vendor Management, Information Technology, SDLC, Incident Command, Governance, Program Management, Analysis, Strategy, Business Process, Management, Risk Analysis, Leadership, IT Strategy, Banking, Project Planning, Information Security, CRM, IT Management, IT Audit, PMO, PMP, Project Portfolio...
Education
Boston University 1995 — 1999
Bachelor of Science, Communications & English
Boston University
John Hancock Financial Services April 2014 - Present
Federal Home Loan Bank of Boston May 2013 - April 2014
Federal Home Loan Bank of Boston July 2007 - June 2013
Investors Bank & Trust September 2004 - July 2007
State Street Corporation February 2001 - September 2004
New England Cable News May 1999 - October 2001
Skills
LDRPS v10, ITIL, Documentation, Business Impact Analysis, Test Planning, Business Continuity..., Business Continuity, Risk Management, Project Management, Testing, Financial Services, LDRPS, Disaster Recovery, Incident Management, Risk Assessment, Operational Risk..., CBCP, Information Security..., Solution Architecture, Enterprise Risk..., Crisis Management, Business Resilience, Financial Risk, Business Requirements, Software Documentation, Security, Vendor Management, Information Technology, SDLC, Incident Command, Governance, Program Management, Analysis, Strategy, Business Process, Management, Risk Analysis, Leadership, IT Strategy, Banking, Project Planning, Information Security, CRM, IT Management, IT Audit, PMO, PMP, Project Portfolio...
Education
Boston University 1995 — 1999
Bachelor of Science, Communications & English
Boston University
Joshua R Baribeau, CFA's Investors Bank & Trust Experience June 2004 - January 2005
Job Director New Market Development at Ameresco
Industry Renewables & Environment
Experience
Ameresco June 2015 - Present
Canaccord Genuity Inc. October 2006 - January 2015
First Southwest Company January 2005 - October 2006
Investors Bank & Trust June 2004 - January 2005
JPMorgan Chase & Co. September 2003 - December 2003
Skills
Equity Research, Equity Valuation, Technical Writing, Public Speaking, Market Research, Business Analysis, Financial Modeling, Financial Analysis, Accounting, Consulting, Thompson One, Bloomberg, Investment Management, Sales, International Travel, Due Diligence, Mutual Funds, Hedge Funds, Physics, Economics, Fixed Income, Options Strategies, Wealth Management, Portfolio Management, Ethics, Foreign Exchange, LED lighting systems, Lighting, Solar Energy, Semiconductor Industry, Series 7, Series 63, Series 86, Series 87, Chartered Financial...
Education
Boston University
Bachelor of Arts (B.A.), Physics
Ameresco June 2015 - Present
Canaccord Genuity Inc. October 2006 - January 2015
First Southwest Company January 2005 - October 2006
Investors Bank & Trust June 2004 - January 2005
JPMorgan Chase & Co. September 2003 - December 2003
Skills
Equity Research, Equity Valuation, Technical Writing, Public Speaking, Market Research, Business Analysis, Financial Modeling, Financial Analysis, Accounting, Consulting, Thompson One, Bloomberg, Investment Management, Sales, International Travel, Due Diligence, Mutual Funds, Hedge Funds, Physics, Economics, Fixed Income, Options Strategies, Wealth Management, Portfolio Management, Ethics, Foreign Exchange, LED lighting systems, Lighting, Solar Energy, Semiconductor Industry, Series 7, Series 63, Series 86, Series 87, Chartered Financial...
Education
Boston University
Bachelor of Arts (B.A.), Physics
Robert Espinosa's Investors Bank & Trust Experience August 2006 - November 2006
Job Associate at Analysis Group
Industry Management Consulting
Experience
Analysis Group June 2013 - Present
Monitor Group June 2012 - August 2012
Analysis Group January 2007 - July 2011
Investors Bank & Trust August 2006 - November 2006
Non Profit Capital Management October 2005 - July 2006
Skills
Statistics, Econometrics, Financial Modeling, Data Analysis, Business Strategy, Stata, Analytics, Business Model..., Team Management, Market Research, Pricing Strategy, Valuation, SAS, Forecasting, Quantitative Analytics, Data Visualization, Ruby, SQL, R, Economic Modeling, Project Management, Python
Education
Haas School of Business, UC Berkeley 2011 — 2013
Master of Business Administration (MBA)
Boston College 2002 — 2006
BA, Economics
Analysis Group June 2013 - Present
Monitor Group June 2012 - August 2012
Analysis Group January 2007 - July 2011
Investors Bank & Trust August 2006 - November 2006
Non Profit Capital Management October 2005 - July 2006
Skills
Statistics, Econometrics, Financial Modeling, Data Analysis, Business Strategy, Stata, Analytics, Business Model..., Team Management, Market Research, Pricing Strategy, Valuation, SAS, Forecasting, Quantitative Analytics, Data Visualization, Ruby, SQL, R, Economic Modeling, Project Management, Python
Education
Haas School of Business, UC Berkeley 2011 — 2013
Master of Business Administration (MBA)
Boston College 2002 — 2006
BA, Economics
Lisa Plante's Investors Bank & Trust Experience August 2004 - December 2004
Job Talent Acquisition Specialist
Industry Computer Software
Experience
Self-Employed January 2015 - Present
HERE, a Nokia company October 2013 - December 2014
Nokia October 2011 - May 2013
Jumptap January 2011 - September 2011
Rue La La November 2007 - October 2008
TIBCO Spotfire March 2005 - October 2006
Investors Bank & Trust August 2004 - December 2004
CIDC/Grand Virtual August 2003 - December 2003
RSA Security August 2002 - October 2003
Commonwealth Financial Network March 2001 - July 2001
Skills
Talent Acquisition, Technical Recruiting, Applicant Tracking..., Sourcing, Start-ups, Enterprise Software, Mobile Devices, Telecommunications, Mobile Advertising, Retail, Online Gaming, Analytics, Talent Management, Employee Relations, Account Management, Management, Benefits Negotiation, CRM, Vendor Management, Internet Recruiting, Strategy
Education
Boston University
Bachelor of Arts (B.A.)
Self-Employed January 2015 - Present
HERE, a Nokia company October 2013 - December 2014
Nokia October 2011 - May 2013
Jumptap January 2011 - September 2011
Rue La La November 2007 - October 2008
TIBCO Spotfire March 2005 - October 2006
Investors Bank & Trust August 2004 - December 2004
CIDC/Grand Virtual August 2003 - December 2003
RSA Security August 2002 - October 2003
Commonwealth Financial Network March 2001 - July 2001
Skills
Talent Acquisition, Technical Recruiting, Applicant Tracking..., Sourcing, Start-ups, Enterprise Software, Mobile Devices, Telecommunications, Mobile Advertising, Retail, Online Gaming, Analytics, Talent Management, Employee Relations, Account Management, Management, Benefits Negotiation, CRM, Vendor Management, Internet Recruiting, Strategy
Education
Boston University
Bachelor of Arts (B.A.)
Paul Kovacev's Investors Bank & Trust Experience March 1997 - August 1998
Job Implementations Consultant at Milestone Group
Industry Financial Services
Experience
Milestone Group April 2014 - Present
Massachusetts State Department of Transportation October 2013 - March 2014
Brown Brothers Harriman May 2011 - July 2013
JPMorgan Chase March 2010 - June 2010
Fidelity Investments January 2002 - March 2008
Fidelity Investments April 2000 - January 2002
Fidelity Investments August 1998 - April 2000
Investors Bank & Trust March 1997 - August 1998
Skills
Equities, Portfolio Management, Asset Management, Mutual Funds, Financial Services, Securities, 5500 Reporting, Eagle PACE, Eagle STAR, PL / SQL, Oracle databases, Business Analysis, Project Management, SDLC
Education
Boston College 1987 — 1991
BS, Finance
Milestone Group April 2014 - Present
Massachusetts State Department of Transportation October 2013 - March 2014
Brown Brothers Harriman May 2011 - July 2013
JPMorgan Chase March 2010 - June 2010
Fidelity Investments January 2002 - March 2008
Fidelity Investments April 2000 - January 2002
Fidelity Investments August 1998 - April 2000
Investors Bank & Trust March 1997 - August 1998
Skills
Equities, Portfolio Management, Asset Management, Mutual Funds, Financial Services, Securities, 5500 Reporting, Eagle PACE, Eagle STAR, PL / SQL, Oracle databases, Business Analysis, Project Management, SDLC
Education
Boston College 1987 — 1991
BS, Finance
Lawrence Perreira's Investors Bank & Trust Experience October 2006 - July 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
State Street May 2011 - January 2014
State Street April 2010 - May 2011
State Street July 2007 - April 2010
Investors Bank & Trust October 2006 - July 2007
Investors Bank & Trust April 2005 - October 2006
Investors Bank & Trust July 2004 - April 2005
Investors Bank & Trust August 2003 - July 2004
Skills
Business Analysis, Process Improvement, Mutual Funds, Business Process..., Portfolio Management, Financial Analysis, Risk Management, Analysis, Financial Modeling, SDLC, Financial Services, Visio, Banking, Requirements Gathering, Finance, Access, Agile Methodologies
Education
Bentley University 2011 — 2014
Master of Business Administration (MBA), Management/IT
Bentley University 1999 — 2003
Bachelor's degree, Accounting Information Systems
State Street February 2014 - Present
State Street May 2011 - January 2014
State Street April 2010 - May 2011
State Street July 2007 - April 2010
Investors Bank & Trust October 2006 - July 2007
Investors Bank & Trust April 2005 - October 2006
Investors Bank & Trust July 2004 - April 2005
Investors Bank & Trust August 2003 - July 2004
Skills
Business Analysis, Process Improvement, Mutual Funds, Business Process..., Portfolio Management, Financial Analysis, Risk Management, Analysis, Financial Modeling, SDLC, Financial Services, Visio, Banking, Requirements Gathering, Finance, Access, Agile Methodologies
Education
Bentley University 2011 — 2014
Master of Business Administration (MBA), Management/IT
Bentley University 1999 — 2003
Bachelor's degree, Accounting Information Systems
Nathan Schroeder Nathan Schroeder's Investors Bank & Trust Experience 2003 - 2004
Job Senior Valuation Associate at Empire Valuation Consultants
Industry Financial Services
Experience
Empire Valuation Consultants June 2012 - Present
Empire Valuation Consultants 2008 - 2012
State Street/Investors Bank & Trust 2003 - 2007
Investors Bank and Trust 2004 - 2005
Investors Bank & Trust 2003 - 2004
Skills
Securities, Equities, Hedge Funds, Forecasting, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MS, Finance
Union College 1995 — 1999
BS, Economics
Empire Valuation Consultants June 2012 - Present
Empire Valuation Consultants 2008 - 2012
State Street/Investors Bank & Trust 2003 - 2007
Investors Bank and Trust 2004 - 2005
Investors Bank & Trust 2003 - 2004
Skills
Securities, Equities, Hedge Funds, Forecasting, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MS, Finance
Union College 1995 — 1999
BS, Economics
Philip Altamura Philip Altamura's Investors Bank & Trust Experience January 2001 - June 2001
Job Senior Manager, Corporate Financial Planning & Analysis at American Tower
Industry Financial Services
Experience
American Tower January 2015 - Present
American Tower August 2012 - January 2015
Credit Suisse August 2008 - December 2011
Lehman Brothers 2004 - 2008
Wellington Management January 2002 - June 2002
Investors Bank & Trust January 2001 - June 2001
Skills
Series 7, Series 65, Series 63
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance
Northeastern University 1988 — 2003
Business, Finance
Bond University 2000 — 2000
American Tower January 2015 - Present
American Tower August 2012 - January 2015
Credit Suisse August 2008 - December 2011
Lehman Brothers 2004 - 2008
Wellington Management January 2002 - June 2002
Investors Bank & Trust January 2001 - June 2001
Skills
Series 7, Series 65, Series 63
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance
Northeastern University 1988 — 2003
Business, Finance
Bond University 2000 — 2000
Richard Lacivita's Investors Bank & Trust Experience August 1997 - January 2008
Job Tax Associate at H & R Block
Industry Financial Services
Experience
H & R Block December 2009 - Present
Investors Bank & Trust August 1997 - January 2008
State Street 2008 - 2008
Rockland Trust Company March 1973 - August 1997
Skills
Fund Accounting
Education
Bentley University 1963 — 1970
stoughton High School 1957 — 1961
H & R Block December 2009 - Present
Investors Bank & Trust August 1997 - January 2008
State Street 2008 - 2008
Rockland Trust Company March 1973 - August 1997
Skills
Fund Accounting
Education
Bentley University 1963 — 1970
stoughton High School 1957 — 1961
Kyle Curran Kyle Curran's Investors Bank & Trust Experience June 2007 - September 2007
Job Surveillance Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
BNY Mellon July 2011 - June 2013
BNY Mellon April 2009 - June 2011
State Street Bank September 2007 - April 2009
Investors Bank & Trust June 2007 - September 2007
Skills
Bloomberg Terminal, CRD, Charles River IMS, Derivatives, Bloomberg, Securities, Mutual Funds, Portfolio Management, Fixed Income, Fund Administration, Equities, Global Custody, Fund Accounting, Asset Managment, Investments, Options, Emerging Markets, Asset Management
Education
Boston College - Carroll School of Management 2009 — 2012
MBA, Asset Management
Suffolk University - Sawyer School of Management 2003 — 2007
Bachelor of Science in Business Administration, Double Major: Business Managament and International Business, GPA: 3.55, Magna Cum Laude
BNY Mellon June 2013 - Present
BNY Mellon July 2011 - June 2013
BNY Mellon April 2009 - June 2011
State Street Bank September 2007 - April 2009
Investors Bank & Trust June 2007 - September 2007
Skills
Bloomberg Terminal, CRD, Charles River IMS, Derivatives, Bloomberg, Securities, Mutual Funds, Portfolio Management, Fixed Income, Fund Administration, Equities, Global Custody, Fund Accounting, Asset Managment, Investments, Options, Emerging Markets, Asset Management
Education
Boston College - Carroll School of Management 2009 — 2012
MBA, Asset Management
Suffolk University - Sawyer School of Management 2003 — 2007
Bachelor of Science in Business Administration, Double Major: Business Managament and International Business, GPA: 3.55, Magna Cum Laude
Charles MacMurray's Investors Bank & Trust Experience February 2000 - September 2007
Job Real Estate Advisor at Betterliving Real Estate
Industry Accounting
Experience
Ma. Dept of Revenue January 2011 - Present
Betterliving Real Estate 2009 - Present
MacMurray & Associates February 2009 - July 2010
Weymouth Community Events Committee 1999 - 2010
Broadridge September 2007 - December 2008
State Street Bank July 2007 - September 2007
Investors Bank & Trust February 2000 - September 2007
Skills
Mutual Funds, Securities, Real Estate, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Financial Services, Access, Customer Service, Bloomberg, PowerPoint, Fixed Income, Risk Management, Equities, Accounting, Budgets
Education
Boston University 2009 — 2009
Certificate, Paralegal Studies
Bridgewater State University 1995 — 1999
BS, Management
Ma. Dept of Revenue January 2011 - Present
Betterliving Real Estate 2009 - Present
MacMurray & Associates February 2009 - July 2010
Weymouth Community Events Committee 1999 - 2010
Broadridge September 2007 - December 2008
State Street Bank July 2007 - September 2007
Investors Bank & Trust February 2000 - September 2007
Skills
Mutual Funds, Securities, Real Estate, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Financial Services, Access, Customer Service, Bloomberg, PowerPoint, Fixed Income, Risk Management, Equities, Accounting, Budgets
Education
Boston University 2009 — 2009
Certificate, Paralegal Studies
Bridgewater State University 1995 — 1999
BS, Management
Lisa Keay's Investors Bank & Trust Experience July 2006 - March 2007
Job Senior Consultant at Bizcloud
Industry Computer Software
Experience
Bizcloud November 2011 - Present
TIAA-CREF August 2011 - October 2011
Fidelity Investments July 2010 - January 2011
Fidelity Investments March 2007 - March 2009
Investors Bank & Trust July 2006 - March 2007
Software House March 2006 - July 2006
Lycos Inc. February 2005 - October 2005
Lifeline Systems Inc. September 2004 - December 2004
ActiveTalk Technologies September 2002 - July 2004
ATG February 2001 - October 2001
Skills
SDLC, Agile Methodologies, Agile Project Management, User Acceptance Testing, Unix, Quality Assurance, Software Project..., XML, Scrum, Software Development, Test Automation, Requirements Gathering, HTML, Cross-functional Team..., Visio, Microsoft SQL Server, Test Planning, Enterprise Software, Requirements Analysis, Process Improvement, Waterfall, Product Management, Cloud Computing, Quality Center, Test Management, SQL, Business Intelligence, .NET, Testing, PL/SQL, Regression Testing, Enterprise Architecture, Oracle, Program Management, Java Enterprise Edition, SharePoint, Business Analysis, Web Applications, Java, Web Services, Software Quality..., Databases, ASP.NET, Manual Testing, Management, System Testing, Product Development, E-commerce, Solution Architecture, PMP
Education
Boston University
BA, English
Bizcloud November 2011 - Present
TIAA-CREF August 2011 - October 2011
Fidelity Investments July 2010 - January 2011
Fidelity Investments March 2007 - March 2009
Investors Bank & Trust July 2006 - March 2007
Software House March 2006 - July 2006
Lycos Inc. February 2005 - October 2005
Lifeline Systems Inc. September 2004 - December 2004
ActiveTalk Technologies September 2002 - July 2004
ATG February 2001 - October 2001
Skills
SDLC, Agile Methodologies, Agile Project Management, User Acceptance Testing, Unix, Quality Assurance, Software Project..., XML, Scrum, Software Development, Test Automation, Requirements Gathering, HTML, Cross-functional Team..., Visio, Microsoft SQL Server, Test Planning, Enterprise Software, Requirements Analysis, Process Improvement, Waterfall, Product Management, Cloud Computing, Quality Center, Test Management, SQL, Business Intelligence, .NET, Testing, PL/SQL, Regression Testing, Enterprise Architecture, Oracle, Program Management, Java Enterprise Edition, SharePoint, Business Analysis, Web Applications, Java, Web Services, Software Quality..., Databases, ASP.NET, Manual Testing, Management, System Testing, Product Development, E-commerce, Solution Architecture, PMP
Education
Boston University
BA, English
Robert Shapiro, CFA, CAIA's Investors Bank & Trust Experience October 1992 - May 1996
Job Portfolio Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors September 2005 - Present
Putnam Investments 1998 - 2004
Investors Bank & Trust October 1992 - May 1996
Skills
Asset Management, Equities, Portfolio Management, Bloomberg, Tactical Asset..., Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments
Education
Brandeis University 1988 — 1992
Bachelor's degree, Economics
Bentley University
Master of Business Administration (MBA), Finance, General
State Street Global Advisors September 2005 - Present
Putnam Investments 1998 - 2004
Investors Bank & Trust October 1992 - May 1996
Skills
Asset Management, Equities, Portfolio Management, Bloomberg, Tactical Asset..., Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments
Education
Brandeis University 1988 — 1992
Bachelor's degree, Economics
Bentley University
Master of Business Administration (MBA), Finance, General
Trevor Swanberg's Investors Bank & Trust Experience September 2002 - August 2007
Job Vice President Fund CCO Office at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
ICMA-RC December 2011 - January 2015
J.P. Morgan February 2011 - December 2011
JPMorgan September 2007 - February 2011
Investors Bank & Trust September 2002 - August 2007
Skills
Mutual Funds, Fund Administration, Bloomberg, Asset Managment, Investments, ETFs, Derivatives, Financial Services, Asset Management, Investment Management, Bonds, Asset Allocation, Portfolio Management, Securities, Equities, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Corporate Finance
Boston College 1998 — 2002
BS, Finance
State Street Global Advisors January 2015 - Present
ICMA-RC December 2011 - January 2015
J.P. Morgan February 2011 - December 2011
JPMorgan September 2007 - February 2011
Investors Bank & Trust September 2002 - August 2007
Skills
Mutual Funds, Fund Administration, Bloomberg, Asset Managment, Investments, ETFs, Derivatives, Financial Services, Asset Management, Investment Management, Bonds, Asset Allocation, Portfolio Management, Securities, Equities, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Corporate Finance
Boston College 1998 — 2002
BS, Finance
Herb Schofield's Investors Bank & Trust Experience 2005 - 2007
Job Senior Vice President: CDO Regional Business Head at U.S.Bank
Industry Financial Services
Experience
U.S.Bank May 2011 - Present
State Street Corporation May 2009 - December 2010
State Street Corporation July 2007 - May 2009
Investors Bank & Trust 2005 - 2007
State Street Corporation November 1997 - April 2005
Education
Boston College 1987 — 1991
U.S.Bank May 2011 - Present
State Street Corporation May 2009 - December 2010
State Street Corporation July 2007 - May 2009
Investors Bank & Trust 2005 - 2007
State Street Corporation November 1997 - April 2005
Education
Boston College 1987 — 1991
Emily (Russell) Joseph's Investors Bank & Trust Experience October 2006 - July 2007
Job Creative Resource Manager
Industry Human Resources
Experience
SapientNitro January 2015 - Present
Sapient January 2014 - Present
Sapient June 2011 - Present
Sapient September 2009 - July 2011
Acceleron Pharma April 2009 - July 2009
Digitas August 2007 - October 2008
Investors Bank & Trust October 2006 - July 2007
Skills
Hiring, Scheduling, Microsoft Office, Customer Service, Resume Writing, Coordination, Onboarding, Administration, Applicant Tracking..., Excel, Offer Letters, Interviewing, Word, PowerPoint, Outlook, Administrative Support, Windows, Problem Solving, Job Descriptions, Orientation, Spreadsheets, English, Reference Checking, Teamwork, Mac, Interviews, New Hire Orientations, Employee Relations, Microsoft Excel, Microsoft Word, Process Scheduler, Training, Recruiting
Education
Boston College 2002 — 2006
Bachelor's, Human Resource Management, Marketing
SapientNitro January 2015 - Present
Sapient January 2014 - Present
Sapient June 2011 - Present
Sapient September 2009 - July 2011
Acceleron Pharma April 2009 - July 2009
Digitas August 2007 - October 2008
Investors Bank & Trust October 2006 - July 2007
Skills
Hiring, Scheduling, Microsoft Office, Customer Service, Resume Writing, Coordination, Onboarding, Administration, Applicant Tracking..., Excel, Offer Letters, Interviewing, Word, PowerPoint, Outlook, Administrative Support, Windows, Problem Solving, Job Descriptions, Orientation, Spreadsheets, English, Reference Checking, Teamwork, Mac, Interviews, New Hire Orientations, Employee Relations, Microsoft Excel, Microsoft Word, Process Scheduler, Training, Recruiting
Education
Boston College 2002 — 2006
Bachelor's, Human Resource Management, Marketing
James Bahk's Investors Bank & Trust Experience November 1993 - November 2000
Job
Industry Financial Services
Experience
Citi January 2011 - April 2012
Deloitte & Touche LLP December 2000 - December 2010
Investors Bank & Trust November 1993 - November 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
Gordon College 1991 — 1993
BA, Accounting
Citi January 2011 - April 2012
Deloitte & Touche LLP December 2000 - December 2010
Investors Bank & Trust November 1993 - November 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
Gordon College 1991 — 1993
BA, Accounting
Joe Agostino's Investors Bank & Trust Experience January 2002 - September 2002
Job Vice President, Client Application Engineering at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2002 - Present
Investors Bank & Trust January 2002 - September 2002
CSC Consulting September 1997 - January 2002
Skills
Integration, SOA, SDLC, Software Development, Solution Delivery, Solutions Design, Agile Application..., Application Architecture, Web-based Solutions, Mobile Technology, Content Management, Reporting Technologies, Reference Data, CRM, Systems Analysis, Agile Methodologies
Education
Boston College 1993 — 1997
BS, Information Systems, International Finance
Wellington Management September 2002 - Present
Investors Bank & Trust January 2002 - September 2002
CSC Consulting September 1997 - January 2002
Skills
Integration, SOA, SDLC, Software Development, Solution Delivery, Solutions Design, Agile Application..., Application Architecture, Web-based Solutions, Mobile Technology, Content Management, Reporting Technologies, Reference Data, CRM, Systems Analysis, Agile Methodologies
Education
Boston College 1993 — 1997
BS, Information Systems, International Finance
Kannan Chandrasekaran's Investors Bank & Trust Experience February 2002 - June 2007
Job Vice President, State Street Corporation
Industry Financial Services
Experience
State Street Corporation 2007 - Present
Investors Bank & Trust February 2002 - June 2007
Persumma Financial February 2000 - December 2001
Epsilon October 1998 - February 2000
MassMutual Financial Group June 1996 - September 1998
Ramco Systems June 1994 - May 1996
Education
Birla Institute of Technology and Science, Pilani 1990 — 1994
MMS, Information Systems
Don Bosco Matriculation Higher Secondary School Tirupattur 1988 — 1990
State Street Corporation 2007 - Present
Investors Bank & Trust February 2002 - June 2007
Persumma Financial February 2000 - December 2001
Epsilon October 1998 - February 2000
MassMutual Financial Group June 1996 - September 1998
Ramco Systems June 1994 - May 1996
Education
Birla Institute of Technology and Science, Pilani 1990 — 1994
MMS, Information Systems
Don Bosco Matriculation Higher Secondary School Tirupattur 1988 — 1990
Andrew MacIntosh's Investors Bank & Trust Experience May 2002 - July 2007
Job Research Grant Manager Dana Farber Cancer Institute
Industry Research
Experience
Dana Farber Cancer Institute November 2009 - Present
State Street July 2007 - June 2009
Investors Bank & Trust May 2002 - July 2007
Education
Boston College 1997 — 2001
Economics
Dana Farber Cancer Institute November 2009 - Present
State Street July 2007 - June 2009
Investors Bank & Trust May 2002 - July 2007
Education
Boston College 1997 — 2001
Economics
Dave Gilligan's Investors Bank & Trust Experience April 2006 - August 2007
Job CoOwner at Port City Photo Booth
Industry Financial Services
Experience
Stone Coast Fund Services May 2012 - Present
Port City Photo Booth February 2012 - Present
Brown Brothers Harriman April 2011 - May 2012
Brown Brothers Harriman April 2008 - April 2011
State Street Bank August 2007 - April 2008
Investors Bank & Trust April 2006 - August 2007
Skills
Leading Cross..., Requirements Gathering, Business Requirements, Software Requirements, Product Support, Troubleshooting, Requirements Analysis, Customer Service, Able To Multi-task, Project Implementation, Software Project..., Documentation, Cross-functional Team..., Leadership, Software Development, Software Documentation, Management, Business Analysis, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA
University of Vermont 2000 — 2004
B.S., Business Administration
Stone Coast Fund Services May 2012 - Present
Port City Photo Booth February 2012 - Present
Brown Brothers Harriman April 2011 - May 2012
Brown Brothers Harriman April 2008 - April 2011
State Street Bank August 2007 - April 2008
Investors Bank & Trust April 2006 - August 2007
Skills
Leading Cross..., Requirements Gathering, Business Requirements, Software Requirements, Product Support, Troubleshooting, Requirements Analysis, Customer Service, Able To Multi-task, Project Implementation, Software Project..., Documentation, Cross-functional Team..., Leadership, Software Development, Software Documentation, Management, Business Analysis, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA
University of Vermont 2000 — 2004
B.S., Business Administration
James Gosselin's Investors Bank & Trust Experience August 2005 - August 2006
Job Officer at State Street
Industry Financial Services
Experience
State Street August 2011 - Present
State Street November 2008 - July 2011
State Street November 2007 - November 2008
State Street August 2006 - November 2007
Investors Bank & Trust August 2005 - August 2006
Skills
Financial Analysis, Fixed Income, Leadership, Financial Modeling, Bloomberg, Risk Management, Mutual Funds, Derivatives, Securities, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Villanova University 2001 — 2005
State Street August 2011 - Present
State Street November 2008 - July 2011
State Street November 2007 - November 2008
State Street August 2006 - November 2007
Investors Bank & Trust August 2005 - August 2006
Skills
Financial Analysis, Fixed Income, Leadership, Financial Modeling, Bloomberg, Risk Management, Mutual Funds, Derivatives, Securities, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Villanova University 2001 — 2005
Paul Woods's Investors Bank & Trust Experience December 1995 - July 2007
Job Senior Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust December 1995 - July 2007
Coopers & Lybrand 1989 - 1995
Skills
CPA
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MSF, Finance
Suffolk University 1986 — 1989
BSBA, Accounting
State Street July 2007 - Present
Investors Bank & Trust December 1995 - July 2007
Coopers & Lybrand 1989 - 1995
Skills
CPA
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MSF, Finance
Suffolk University 1986 — 1989
BSBA, Accounting
Brian DeNardo's Investors Bank & Trust Experience 2004 - 2007
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street June 2007 - Present
Investors Bank & Trust 2004 - 2007
Investors Bank & Trust February 2002 - August 2004
Funds Distributor, Inc 1999 - 2001
Skills
Mutual Funds, Financial Services, Relationship Management, Financial Analysis, Financial Reporting, Treasury Services, Cash Management, Mentoring, Project Management, Data Analysis, Talent Mining, Organizational..., Organizational Learning
Education
Boston College 1995 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Agawam High School
State Street June 2007 - Present
Investors Bank & Trust 2004 - 2007
Investors Bank & Trust February 2002 - August 2004
Funds Distributor, Inc 1999 - 2001
Skills
Mutual Funds, Financial Services, Relationship Management, Financial Analysis, Financial Reporting, Treasury Services, Cash Management, Mentoring, Project Management, Data Analysis, Talent Mining, Organizational..., Organizational Learning
Education
Boston College 1995 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Agawam High School
Brian Coughlin's Investors Bank & Trust Experience February 2002 - February 2007
Job President
Industry Financial Services
Experience
HFX Capital February 2008 - Present
State Street February 2007 - January 2008
Investors Bank & Trust February 2002 - February 2007
Brown Brothers Harriman January 1990 - February 2002
Education
Binghamton University 1982 — 1984
MBA, Business
Ithaca College 1978 — 1982
BA, Economics, Mathematics, Business
HFX Capital February 2008 - Present
State Street February 2007 - January 2008
Investors Bank & Trust February 2002 - February 2007
Brown Brothers Harriman January 1990 - February 2002
Education
Binghamton University 1982 — 1984
MBA, Business
Ithaca College 1978 — 1982
BA, Economics, Mathematics, Business
Pete DeMello's Investors Bank & Trust Experience September 1993 - July 2007
Job Senior Vice President State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust September 1993 - July 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
MBA
Western New England University 1989 — 1993
BSBA, Accounting
State Street July 2007 - Present
Investors Bank & Trust September 1993 - July 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
MBA
Western New England University 1989 — 1993
BSBA, Accounting
Jill Shapiro's Investors Bank & Trust Experience January 2007 - April 2007
Job Manager, Human Resources at Continuum
Industry Design
Experience
Continuum January 2012 - Present
Endeca Technologies January 2009 - January 2012
Endeca January 2008 - December 2008
Endeca April 2007 - December 2007
Investors Bank & Trust January 2007 - April 2007
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust January 2005 - December 2006
Investors Bank & Trust September 2003 - December 2004
Skills
Account Management, HRIS, Open Enrollment, Immigration Law, Relocation, Stocks, Talent Acquisition, Deferred Compensation, Employee Benefits, Recruiting, Human Resources, Performance Management, Onboarding, Applicant Tracking..., Management, Payroll, Employee Relations, Program Management, Team Management, College Recruiting, Workforce Planning, Talent Management
Education
Boston College 1999 — 2003
Bachelor of Science, Psychology
Continuum January 2012 - Present
Endeca Technologies January 2009 - January 2012
Endeca January 2008 - December 2008
Endeca April 2007 - December 2007
Investors Bank & Trust January 2007 - April 2007
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust January 2005 - December 2006
Investors Bank & Trust September 2003 - December 2004
Skills
Account Management, HRIS, Open Enrollment, Immigration Law, Relocation, Stocks, Talent Acquisition, Deferred Compensation, Employee Benefits, Recruiting, Human Resources, Performance Management, Onboarding, Applicant Tracking..., Management, Payroll, Employee Relations, Program Management, Team Management, College Recruiting, Workforce Planning, Talent Management
Education
Boston College 1999 — 2003
Bachelor of Science, Psychology
Andrew Cheerman's Investors Bank & Trust Experience September 2002 - September 2003
Job Research Associate at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management December 2006 - Present
MFS Investment Management October 2005 - December 2006
State Street September 2004 - September 2005
Investors Bank & Trust September 2002 - September 2003
Education
Lehigh University 1998 — 2002
Lehigh University - College of Business and Economics 1998 — 2002
Boston College - Wallace E. Carroll Graduate School of Management
MBA
MFS Investment Management December 2006 - Present
MFS Investment Management October 2005 - December 2006
State Street September 2004 - September 2005
Investors Bank & Trust September 2002 - September 2003
Education
Lehigh University 1998 — 2002
Lehigh University - College of Business and Economics 1998 — 2002
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Sue Hanscom's Investors Bank & Trust Experience 1996 - 2005
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation September 2005 - Present
Investors Bank & Trust 1996 - 2005
Skills
Mutual Funds
Education
Boston College 1990 — 1994
Bachelors, Psychology
Northeastern University
Masters, Tax
State Street Corporation September 2005 - Present
Investors Bank & Trust 1996 - 2005
Skills
Mutual Funds
Education
Boston College 1990 — 1994
Bachelors, Psychology
Northeastern University
Masters, Tax
Robert Conron, CFA's Investors Bank & Trust Experience 1998 - 2006
Job Product Manager, Insurance at BNY Mellon
Industry Investment Management
Experience
BNY Mellon 2011 - Present
The Boston Company Asset Management, LLC 2006 - 2011
Investors Bank & Trust 1998 - 2006
John Hancock Life Insurance Company (U.S.A.) 1984 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
MSF, Investments
Boston University 1980 — 1984
BA, Economics, Mathematics
BPS
BNY Mellon 2011 - Present
The Boston Company Asset Management, LLC 2006 - 2011
Investors Bank & Trust 1998 - 2006
John Hancock Life Insurance Company (U.S.A.) 1984 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
MSF, Investments
Boston University 1980 — 1984
BA, Economics, Mathematics
BPS
Scott Cornick's Investors Bank & Trust Experience 1996 - 1997
Job Trader at Citi
Industry Financial Services
Experience
Citi June 2006 - Present
Citi 2002 - 2006
Citibank (Orbian) 2000 - 2002
Imperial Capital Bank 1997 - 2000
Investors Bank & Trust 1996 - 1997
Education
Boston College 1992 — 1996
BS, Finance
Citi June 2006 - Present
Citi 2002 - 2006
Citibank (Orbian) 2000 - 2002
Imperial Capital Bank 1997 - 2000
Investors Bank & Trust 1996 - 1997
Education
Boston College 1992 — 1996
BS, Finance
Bryan S. Zerbe's Investors Bank & Trust Experience September 1996 - June 2000
Job Executive Level Leadership: Enrollment Management
Industry Higher Education
Experience
UC Hastings College of the Law January 2013 - July 2015
UC Hastings College of the Law August 2010 - December 2012
Carnegie Mellon University July 2004 - August 2010
Gettysburg College February 2002 - July 2004
BearingPoint (Higher Education Group) June 2000 - February 2002
Investors Bank & Trust September 1996 - June 2000
Skills
SQL, Cascade CMS, PeopleSoft, Higher Education, Admissions, Enrollment Management, International..., Recruiting, Marketing Communications, Strategic Planning, Strategic Communications, Travel Planning, Business Travel, Public Speaking, Publication Strategy, Admissions Counseling, Higher Education..., International Education, International Admissions, Student Development, Academic Advising, Management, Nonprofits
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA
Gettysburg College 1984 — 1988
BA cum laude, History & Spanish (dual major)
UC Hastings College of the Law January 2013 - July 2015
UC Hastings College of the Law August 2010 - December 2012
Carnegie Mellon University July 2004 - August 2010
Gettysburg College February 2002 - July 2004
BearingPoint (Higher Education Group) June 2000 - February 2002
Investors Bank & Trust September 1996 - June 2000
Skills
SQL, Cascade CMS, PeopleSoft, Higher Education, Admissions, Enrollment Management, International..., Recruiting, Marketing Communications, Strategic Planning, Strategic Communications, Travel Planning, Business Travel, Public Speaking, Publication Strategy, Admissions Counseling, Higher Education..., International Education, International Admissions, Student Development, Academic Advising, Management, Nonprofits
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA
Gettysburg College 1984 — 1988
BA cum laude, History & Spanish (dual major)
Christopher Manion's Investors Bank & Trust Experience August 2006 - July 2007
Job Officer at State Street
Industry Financial Services
Experience
State Street August 2013 - Present
State Street April 2011 - August 2013
State Street July 2007 - April 2011
Investors Bank & Trust August 2006 - July 2007
Education
Boston College 2004 — 2006
Bachelor of Science (B.S.), Finance, General
Brandeis University 2002 — 2003
State Street August 2013 - Present
State Street April 2011 - August 2013
State Street July 2007 - April 2011
Investors Bank & Trust August 2006 - July 2007
Education
Boston College 2004 — 2006
Bachelor of Science (B.S.), Finance, General
Brandeis University 2002 — 2003
Angela J. Fleming's Investors Bank & Trust Experience April 2006 - July 2007
Job Certified Occupational Therapy Assistant
Industry Hospital & Health Care
Experience
Marina Bay Skilled Nursing and Rehabilitation Center January 2013 - Present
The Home Depot November 2010 - January 2013
Beacon Partners December 2009 - August 2010
Vistaprint August 2009 - December 2009
Reebok International Ltd. July 2007 - January 2009
Investors Bank & Trust April 2006 - July 2007
Education
North Shore Community College 2011 — 2012
A.S., Occupational Therapy Assistant
Northeastern University 1999 — 2004
BS, Communication Studies
Boston Latin School 1993 — 1999
Diploma, College Preparatory School
Marina Bay Skilled Nursing and Rehabilitation Center January 2013 - Present
The Home Depot November 2010 - January 2013
Beacon Partners December 2009 - August 2010
Vistaprint August 2009 - December 2009
Reebok International Ltd. July 2007 - January 2009
Investors Bank & Trust April 2006 - July 2007
Education
North Shore Community College 2011 — 2012
A.S., Occupational Therapy Assistant
Northeastern University 1999 — 2004
BS, Communication Studies
Boston Latin School 1993 — 1999
Diploma, College Preparatory School
Ka Yan Ng's Investors Bank & Trust Experience 2001 - 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street Bank 2007 - Present
Investors Bank & Trust 2001 - 2007
State Street 1998 - 2000
state Street 1994 - 1998
Skills
Fixed Income, Financial Analysis, Mutual Funds, Financial Services, Banking, Bonds, Fund Accounting, Bloomberg, Process Improvement, Business Requirements, Financial Modeling, Management, Vendor Management, Business Analysis, Risk Management, Asset Management, Portfolio Management, Fund Administration, Investments, Securities, Finance, Equities, Hedge Funds, Global Custody, Derivatives, Alternative Investments
Education
Bentley University 1998 — 2000
MBA
Boston College 1990 — 1994
Accounting
State Street Bank 2007 - Present
Investors Bank & Trust 2001 - 2007
State Street 1998 - 2000
state Street 1994 - 1998
Skills
Fixed Income, Financial Analysis, Mutual Funds, Financial Services, Banking, Bonds, Fund Accounting, Bloomberg, Process Improvement, Business Requirements, Financial Modeling, Management, Vendor Management, Business Analysis, Risk Management, Asset Management, Portfolio Management, Fund Administration, Investments, Securities, Finance, Equities, Hedge Funds, Global Custody, Derivatives, Alternative Investments
Education
Bentley University 1998 — 2000
MBA
Boston College 1990 — 1994
Accounting
Leng Parenteau's Investors Bank & Trust Experience June 2005 - November 2007
Job Assistant Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank July 2013 - Present
State Street March 2011 - June 2013
State Street Bank December 2007 - February 2011
Investors Bank & Trust June 2005 - November 2007
Investors Bank & Trust December 2004 - May 2005
Investors Bank & Trust August 2003 - November 2004
Citizens Bank April 2003 - August 2003
Skills
Fund Accounting, Mutual Funds, Financial Services, Fixed Income, Fund Administration, Securities, Equities, Bond Funds, Derivatives, Fund Of Funds, Asset Managment, Alternative Assets, Private Equity, Valuation, Financial Statement..., Pricing Analysis, Corporate Actions, Bloomberg
Education
Bentley University 1999 — 2003
Accounting
State Street Bank July 2013 - Present
State Street March 2011 - June 2013
State Street Bank December 2007 - February 2011
Investors Bank & Trust June 2005 - November 2007
Investors Bank & Trust December 2004 - May 2005
Investors Bank & Trust August 2003 - November 2004
Citizens Bank April 2003 - August 2003
Skills
Fund Accounting, Mutual Funds, Financial Services, Fixed Income, Fund Administration, Securities, Equities, Bond Funds, Derivatives, Fund Of Funds, Asset Managment, Alternative Assets, Private Equity, Valuation, Financial Statement..., Pricing Analysis, Corporate Actions, Bloomberg
Education
Bentley University 1999 — 2003
Accounting
Joseph Molis's Investors Bank & Trust Experience 2005 - 2007
Job Accounting Director at John Hancock
Industry Financial Services
Experience
John Hancock 2007 - Present
Investors Bank & Trust 2005 - 2007
State Street 2004 - 2004
Skills
Financial Analysis, Financial Reporting, Banking, Risk Management, Fixed Income, Finance, Investments, Corporate Finance, Financial Services
Education
Boston University 2002 — 2004
MSA, Financial Economics
Bentley University 1997 — 2002
BA, Finance
John Hancock 2007 - Present
Investors Bank & Trust 2005 - 2007
State Street 2004 - 2004
Skills
Financial Analysis, Financial Reporting, Banking, Risk Management, Fixed Income, Finance, Investments, Corporate Finance, Financial Services
Education
Boston University 2002 — 2004
MSA, Financial Economics
Bentley University 1997 — 2002
BA, Finance
William McCool's Investors Bank & Trust Experience December 2004 - February 2006
Job SVP Treasury at Citizens Bank
Industry Banking
Experience
Citizens Financial Group December 2006 - Present
RBS Citizens Bank 2006 - Present
Investors Bank & Trust December 2004 - February 2006
Fleet Bank August 1989 - December 2004
FleetBoston Financial Group 1989 - 2004
Signal Capital Corp. 1986 - 1989
Skills
Loans, Treasury Management, Mergers & Acquisitions, Treasury, Portfolio Management, Commercial Banking, Fixed Income, Finance, Credit Risk, Financial Risk, Banking, Credit, Credit Analysis, Commercial Lending, Management, Basel II, Cash Management, Structured Finance, Financial Services, Financial Analysis, Risk Management, Derivatives, Capital Markets, Retail Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1984
MBA, Finance
Boston College 1977 — 1981
BA, MBA, Economics, Finance
Marian High School 1973 — 1977
Citizens Financial Group December 2006 - Present
RBS Citizens Bank 2006 - Present
Investors Bank & Trust December 2004 - February 2006
Fleet Bank August 1989 - December 2004
FleetBoston Financial Group 1989 - 2004
Signal Capital Corp. 1986 - 1989
Skills
Loans, Treasury Management, Mergers & Acquisitions, Treasury, Portfolio Management, Commercial Banking, Fixed Income, Finance, Credit Risk, Financial Risk, Banking, Credit, Credit Analysis, Commercial Lending, Management, Basel II, Cash Management, Structured Finance, Financial Services, Financial Analysis, Risk Management, Derivatives, Capital Markets, Retail Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1984
MBA, Finance
Boston College 1977 — 1981
BA, MBA, Economics, Finance
Marian High School 1973 — 1977
Kristin DiCrescenzo's Investors Bank & Trust Experience July 2002 - January 2006
Job EMC
Industry Financial Services
Experience
EMC March 2009 - Present
The Princeton Review, SES Division May 2008 - February 2009
Fidelity Investments July 2007 - December 2007
Fidelity Investments January 2006 - July 2007
Investors Bank & Trust July 2002 - January 2006
Skills
Financial Analysis, Management, Financial Reporting, Finance, Business Analysis, Financial Modeling
Education
Bentley University 2002 — 2007
University of Massachusetts, Amherst 1998 — 2002
Economics
EMC March 2009 - Present
The Princeton Review, SES Division May 2008 - February 2009
Fidelity Investments July 2007 - December 2007
Fidelity Investments January 2006 - July 2007
Investors Bank & Trust July 2002 - January 2006
Skills
Financial Analysis, Management, Financial Reporting, Finance, Business Analysis, Financial Modeling
Education
Bentley University 2002 — 2007
University of Massachusetts, Amherst 1998 — 2002
Economics
Anne Tsai's Investors Bank & Trust Experience 2000 - 2005
Job QA Engineer I
Industry Computer Software
Experience
State Street Corporation May 2008 - February 2013
State Street July 2005 - July 2008
Investors Bank & Trust 2000 - 2005
Bain & Company 1997 - 2000
Federal Home Loan Bank of Boston 1995 - 1997
Skills
VB.N, VBA, Fund Administration, Business Analysis, SDLC, Equities, Mutual Funds, CRM, Data Warehousing, Agile Methodologies
Education
Boston University
Bachelor of Science (BS)
State Street Corporation May 2008 - February 2013
State Street July 2005 - July 2008
Investors Bank & Trust 2000 - 2005
Bain & Company 1997 - 2000
Federal Home Loan Bank of Boston 1995 - 1997
Skills
VB.N, VBA, Fund Administration, Business Analysis, SDLC, Equities, Mutual Funds, CRM, Data Warehousing, Agile Methodologies
Education
Boston University
Bachelor of Science (BS)
Mark Ungewitter's Investors Bank & Trust Experience 2000 - 2007
Job Investment Officer at Charter Trust
Industry Investment Management
Experience
Charter Trust 2007 - Present
Investors Bank & Trust 2000 - 2007
Skills
Fixed Income, Equities, Asset Managment, Asset Allocation, Estate Planning, Wealth Management, Asset Management, Investment Management, Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Bloomberg, Investment Strategies, Derivatives, Securities, Bonds, Financial Analysis, Wealth Management..., Financial Markets, Financial Modeling, Valuation
Education
Bentley University
M.S.
Charter Trust 2007 - Present
Investors Bank & Trust 2000 - 2007
Skills
Fixed Income, Equities, Asset Managment, Asset Allocation, Estate Planning, Wealth Management, Asset Management, Investment Management, Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Bloomberg, Investment Strategies, Derivatives, Securities, Bonds, Financial Analysis, Wealth Management..., Financial Markets, Financial Modeling, Valuation
Education
Bentley University
M.S.
Raymond Greco's Investors Bank & Trust Experience November 2000 - June 2001
Job Assistant Vice President, Project Manager at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management January 2015 - Present
Acadian Asset Management January 2011 - Present
ITG, Inc. June 2006 - January 2011
Macgregor 2006 - January 2011
Grantham, Mayo, Van Otterloo & Co. LLC June 2001 - June 2006
Investors Bank & Trust November 2000 - June 2001
Grantham, Mayo, Van Otterloo & Co LLC April 1998 - November 2000
United States Marine Corps August 1984 - August 1988
Skills
Order Management, Equities, SQL, SQL Server, Fixed Income
Education
Bentley University 1993 — 1995
BS, Finance
Acadian Asset Management January 2015 - Present
Acadian Asset Management January 2011 - Present
ITG, Inc. June 2006 - January 2011
Macgregor 2006 - January 2011
Grantham, Mayo, Van Otterloo & Co. LLC June 2001 - June 2006
Investors Bank & Trust November 2000 - June 2001
Grantham, Mayo, Van Otterloo & Co LLC April 1998 - November 2000
United States Marine Corps August 1984 - August 1988
Skills
Order Management, Equities, SQL, SQL Server, Fixed Income
Education
Bentley University 1993 — 1995
BS, Finance
Karen Utter's Investors Bank & Trust Experience November 2003 - July 2007
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Innovation Group February 2009 - October 2011
State Street July 2007 - October 2008
State Street Bank 2007 - 2008
Investors Bank & Trust November 2003 - July 2007
Mellon/The Boston Company 1993 - 1995
Skills
Business Analysis, Program Management, Risk Management, Analysis, Financial Services, Project Management, Management, Requirements Gathering, SDLC, Process Improvement, Asset Managment, Requirements Analysis, Settlement
Education
Bentley University 1987 — 1991
Bachelor's Science, Management
Fidelity Investments October 2011 - Present
Innovation Group February 2009 - October 2011
State Street July 2007 - October 2008
State Street Bank 2007 - 2008
Investors Bank & Trust November 2003 - July 2007
Mellon/The Boston Company 1993 - 1995
Skills
Business Analysis, Program Management, Risk Management, Analysis, Financial Services, Project Management, Management, Requirements Gathering, SDLC, Process Improvement, Asset Managment, Requirements Analysis, Settlement
Education
Bentley University 1987 — 1991
Bachelor's Science, Management
Randy Geise's Investors Bank & Trust Experience May 2001 - April 2002
Job Relationship Manager Subcustodian Network & Counterparty Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2009 - Present
Brown Brothers Harriman November 2004 - November 2009
State Street Bank May 2002 - October 2004
Investors Bank & Trust May 2001 - April 2002
Skills
Financial Services, Financial Risk, Market Risk, Global Custody, Relationship Management, Process Improvement, Negotiation, Securities Regulation, International Business, Global Management, Vendor Management, Project Management, Settlement, Excel, Word, PowerPoint, Visio, FrontPage, Quickr, Lotus Notes, Capital Markets, Market Research, Analysis, Asset Management, Mutual Funds, Corporate Actions, CRM, Fixed Income, Due Diligence, Financial Markets, Equities, Bloomberg, Securities, Back Office, Banking, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Global Management
Harvard University 2001 — 2004
Certificate of Special Studies in Administration and Management, General Management
St. Lawrence University 1997 — 2001
BA, Government and Economics
Brown Brothers Harriman November 2009 - Present
Brown Brothers Harriman November 2004 - November 2009
State Street Bank May 2002 - October 2004
Investors Bank & Trust May 2001 - April 2002
Skills
Financial Services, Financial Risk, Market Risk, Global Custody, Relationship Management, Process Improvement, Negotiation, Securities Regulation, International Business, Global Management, Vendor Management, Project Management, Settlement, Excel, Word, PowerPoint, Visio, FrontPage, Quickr, Lotus Notes, Capital Markets, Market Research, Analysis, Asset Management, Mutual Funds, Corporate Actions, CRM, Fixed Income, Due Diligence, Financial Markets, Equities, Bloomberg, Securities, Back Office, Banking, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Global Management
Harvard University 2001 — 2004
Certificate of Special Studies in Administration and Management, General Management
St. Lawrence University 1997 — 2001
BA, Government and Economics
Cristin Brown's Investors Bank & Trust Experience September 2002 - April 2005
Job Sales and Marketing with International Perspective
Industry Wine and Spirits
Experience
Return to Terroir November 2009 - Present
Rasky Baerlein Strategic Communications August 2008 - January 2009
Rasky Baerlein Strategic Communications April 2005 - July 2008
Investors Bank & Trust September 2002 - April 2005
FitzGerald Communications January 2001 - September 2002
Education
Boston College 1996 — 2000
BA, English, American Studies
Marymount High School
Return to Terroir November 2009 - Present
Rasky Baerlein Strategic Communications August 2008 - January 2009
Rasky Baerlein Strategic Communications April 2005 - July 2008
Investors Bank & Trust September 2002 - April 2005
FitzGerald Communications January 2001 - September 2002
Education
Boston College 1996 — 2000
BA, English, American Studies
Marymount High School
Eric Smoczynski's Investors Bank & Trust Experience September 2004 - February 2007
Job Associate at Michael Kim Associates
Industry Architecture & Planning
Experience
Michael Kim Associates August 2011 - Present
Michael Kim Associates November 2010 - August 2011
Brown Brothers Harriman April 2008 - September 2009
State Street March 2007 - March 2008
Investors Bank & Trust September 2004 - February 2007
Cambridge Search 2004 - 2004
Skills
Microsoft Excel, Bloomberg, Project Management, Microsoft Office, Photoshop, SketchUp, Revit, AutoCAD, Design Research, Architectural Design, Adobe Creative Suite, Financial Analysis, Sustainable Design, Architectural Drawings
Education
Boston Architectural College 2009 — 2015
M.Arch, Master in Architecture
Lafayette College 2000 — 2004
AB, Economics and Business
Michael Kim Associates August 2011 - Present
Michael Kim Associates November 2010 - August 2011
Brown Brothers Harriman April 2008 - September 2009
State Street March 2007 - March 2008
Investors Bank & Trust September 2004 - February 2007
Cambridge Search 2004 - 2004
Skills
Microsoft Excel, Bloomberg, Project Management, Microsoft Office, Photoshop, SketchUp, Revit, AutoCAD, Design Research, Architectural Design, Adobe Creative Suite, Financial Analysis, Sustainable Design, Architectural Drawings
Education
Boston Architectural College 2009 — 2015
M.Arch, Master in Architecture
Lafayette College 2000 — 2004
AB, Economics and Business
Katiejane McManus's Investors Bank & Trust Experience July 2004 - March 2008
Job Manager at lululemon athletica
Industry Retail
Experience
lululemon athletica March 2008 - Present
Investors Bank & Trust July 2004 - March 2008
Skills
Leadership Development, Visual Merchandising, Inventory Management, Community relationships, Operations Management, Strategic Planning, Training, Regional Development, Store Management, Retail, Apparel
Education
Bentley University 2000 — 2004
RMIT University 2003 — 2003
Institute for Integrative Nutrition
Health and Wellness
lululemon athletica March 2008 - Present
Investors Bank & Trust July 2004 - March 2008
Skills
Leadership Development, Visual Merchandising, Inventory Management, Community relationships, Operations Management, Strategic Planning, Training, Regional Development, Store Management, Retail, Apparel
Education
Bentley University 2000 — 2004
RMIT University 2003 — 2003
Institute for Integrative Nutrition
Health and Wellness
Kenneth Groves's Investors Bank & Trust Experience July 2005 - May 2006
Job Sr. Financial Analyst at NESN
Industry Broadcast Media
Experience
NESN March 2013 - Present
The Boston Globe May 2010 - February 2013
Kineticom January 2008 - March 2010
JPMorgan Chase May 2006 - September 2007
Investors Bank & Trust July 2005 - May 2006
Education
Bentley University
NESN March 2013 - Present
The Boston Globe May 2010 - February 2013
Kineticom January 2008 - March 2010
JPMorgan Chase May 2006 - September 2007
Investors Bank & Trust July 2005 - May 2006
Education
Bentley University
Ray Perry, CIPM's Investors Bank & Trust Experience February 2001 - March 2004
Job Business Systems Consultant at Wells Fargo
Industry Investment Management
Experience
Wells Fargo August 2015 - Present
Loring, Wolcott & Coolidge Trust, LLC. August 2012 - June 2015
Loring, Wolcott & Coolidge February 2008 - July 2012
State Street Global Advisors June 2007 - January 2008
MFC Global Investments March 2004 - June 2007
Investors Bank & Trust February 2001 - March 2004
PFPC 1997 - 2001
State Street Research and Management 1992 - 1997
Skills
Mutual Funds, Investments, Asset Management, Equities, Financial Services, Analytics, Process Improvement, Risk Management, Fixed Income, Private Equity, Middle Office, Performance Attribution, Financial Reporting, Investment Strategies, Financial Modeling, Estate Planning, Securities, Performance Measurement, ETFs, Banking, Hedge Funds, Institutional..., Microsoft Excel, Credit, Portfolio Management, Access, Microsoft Office, Alternative Investments, Financial Analysis, Performance Analysis, Fund Accounting, Relationship Management, Investment Advisory, Bloomberg, Corporate Actions, Wealth Management, Derivatives, Due Diligence, SQL, Business Analysis, Equity Research, Series 7, Investment Management, Asset Allocation
Education
Suffolk University - Sawyer School of Management 1994 — 1998
MBA
Bentley University 1988 — 1992
BS, Finance
AMA Training
Wells Fargo August 2015 - Present
Loring, Wolcott & Coolidge Trust, LLC. August 2012 - June 2015
Loring, Wolcott & Coolidge February 2008 - July 2012
State Street Global Advisors June 2007 - January 2008
MFC Global Investments March 2004 - June 2007
Investors Bank & Trust February 2001 - March 2004
PFPC 1997 - 2001
State Street Research and Management 1992 - 1997
Skills
Mutual Funds, Investments, Asset Management, Equities, Financial Services, Analytics, Process Improvement, Risk Management, Fixed Income, Private Equity, Middle Office, Performance Attribution, Financial Reporting, Investment Strategies, Financial Modeling, Estate Planning, Securities, Performance Measurement, ETFs, Banking, Hedge Funds, Institutional..., Microsoft Excel, Credit, Portfolio Management, Access, Microsoft Office, Alternative Investments, Financial Analysis, Performance Analysis, Fund Accounting, Relationship Management, Investment Advisory, Bloomberg, Corporate Actions, Wealth Management, Derivatives, Due Diligence, SQL, Business Analysis, Equity Research, Series 7, Investment Management, Asset Allocation
Education
Suffolk University - Sawyer School of Management 1994 — 1998
MBA
Bentley University 1988 — 1992
BS, Finance
AMA Training
Chris Liberti, CFA's Investors Bank & Trust Experience July 2005 - June 2006
Job Associate Director, Fixed Income Analyst at PartnerRe Asset Management
Industry Investment Management
Experience
PartnerRe Asset Management March 2008 - Present
PartnerRe Asset Management June 2006 - March 2008
Investors Bank & Trust July 2005 - June 2006
Skills
Bloomberg, Asset Managment, Investments, Financial Modeling, Derivatives, Valuation, Financial Analysis, Fixed Income, Trading, Microsoft Office, BlackRock Aladdin
Education
Boston College 2001 — 2005
BA, Economics, Philosophy
Gould Academy 1998 — 2001
PartnerRe Asset Management March 2008 - Present
PartnerRe Asset Management June 2006 - March 2008
Investors Bank & Trust July 2005 - June 2006
Skills
Bloomberg, Asset Managment, Investments, Financial Modeling, Derivatives, Valuation, Financial Analysis, Fixed Income, Trading, Microsoft Office, BlackRock Aladdin
Education
Boston College 2001 — 2005
BA, Economics, Philosophy
Gould Academy 1998 — 2001
Richard Gelfand's Investors Bank & Trust Experience March 2000 - December 2003
Job Senior Manager at Deloitte Tax LLP
Industry Financial Services
Experience
Deloitte Tax LLP Senior ManagerDeloitteSeptember 2006 - Present
Deloitte December 2003 - August 2006
Investors Bank & Trust March 2000 - December 2003
Evergreen Investments January 1999 - March 2000
Evergreen Investments January 1997 - December 1998
Evergreen Investments September 1994 - December 1996
Ziner & Company July 1992 - September 1994
Ziner & Company July 1989 - June 1992
Skills
Tax, Corporate Tax, International Tax, Tax Research, Tax Accounting, SEC filings, Big 4, CPA
Education
Bentley University 1995 — 1999
Master of Science (M.S.), Taxation
Bentley University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Deloitte Tax LLP Senior ManagerDeloitteSeptember 2006 - Present
Deloitte December 2003 - August 2006
Investors Bank & Trust March 2000 - December 2003
Evergreen Investments January 1999 - March 2000
Evergreen Investments January 1997 - December 1998
Evergreen Investments September 1994 - December 1996
Ziner & Company July 1992 - September 1994
Ziner & Company July 1989 - June 1992
Skills
Tax, Corporate Tax, International Tax, Tax Research, Tax Accounting, SEC filings, Big 4, CPA
Education
Bentley University 1995 — 1999
Master of Science (M.S.), Taxation
Bentley University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Bui, Toquyen's Investors Bank & Trust Experience October 2005 - October 2007
Job Senior Business Analyst at State Street Bank
Industry Accounting
Experience
State Street Corporation October 2007 - Present
Investors Bank & Trust October 2005 - October 2007
Investors Bank & Trust June 2004 - October 2005
SpiderSplat Consulting, Inc. March 2003 - August 2003
Skills
Microsoft Excel, Project Management, Strategic Planning, Marketing Strategy, Microsoft Office, Social Media, Business Analysis, PowerPoint, Competitive Analysis, Financial Analysis, Business Development, Marketing, Leadership, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Finance, General
Boston University - School of Management 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
Concord Carlisle High School 1996 — 2002
State Street Corporation October 2007 - Present
Investors Bank & Trust October 2005 - October 2007
Investors Bank & Trust June 2004 - October 2005
SpiderSplat Consulting, Inc. March 2003 - August 2003
Skills
Microsoft Excel, Project Management, Strategic Planning, Marketing Strategy, Microsoft Office, Social Media, Business Analysis, PowerPoint, Competitive Analysis, Financial Analysis, Business Development, Marketing, Leadership, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Finance, General
Boston University - School of Management 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
Concord Carlisle High School 1996 — 2002
Justin Isaac's Investors Bank & Trust Experience 2005 - 2007
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street ConsultantIGEFI2007 - 2007
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Project Management, Fixed Income, Mutual Funds, Fund Accounting, Fund Of Funds, Investments, Finance, Alternative Investments, Financial Reporting, Financial Services, Financial Modeling, Equities, Bonds, Financial Analysis, Trading, Hedge Funds, Risk Management, Networking, Derivatives, Securities
Education
Boston College 1995 — 1999
State Street ConsultantIGEFI2007 - 2007
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Project Management, Fixed Income, Mutual Funds, Fund Accounting, Fund Of Funds, Investments, Finance, Alternative Investments, Financial Reporting, Financial Services, Financial Modeling, Equities, Bonds, Financial Analysis, Trading, Hedge Funds, Risk Management, Networking, Derivatives, Securities
Education
Boston College 1995 — 1999
Mark Follett's Investors Bank & Trust Experience November 1991 - May 1996
Job Fund Accounting Analyst III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2003 - Present
Fidelity Investments December 1997 - December 2003
Fidelity Investments October 1996 - November 1997
Sun Life Financial May 1996 - October 1996
Investors Bank & Trust November 1991 - May 1996
State Street September 1988 - August 1991
Skills
Customer Service, Risk Management, Mutual Funds, Analysis, Research, Banking, Accounting, Process Improvement, Account Reconciliation, Financial Services, Securities, Investments, Training, Finance, Bloomberg, Financial Reporting, Equities, Fund Accounting, Management, Valuation, Financial Statements, Fixed Income
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration and Masters of Science in Finance
Bentley University 1999 — 2000
Finance
University of Massachusetts, Amherst 1986 — 1988
Bachelor of Arts, Economics
Community College of Rhode Island 1984 — 1985
Associate of Science in Business Administration, General Business
Fidelity Investments December 2003 - Present
Fidelity Investments December 1997 - December 2003
Fidelity Investments October 1996 - November 1997
Sun Life Financial May 1996 - October 1996
Investors Bank & Trust November 1991 - May 1996
State Street September 1988 - August 1991
Skills
Customer Service, Risk Management, Mutual Funds, Analysis, Research, Banking, Accounting, Process Improvement, Account Reconciliation, Financial Services, Securities, Investments, Training, Finance, Bloomberg, Financial Reporting, Equities, Fund Accounting, Management, Valuation, Financial Statements, Fixed Income
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration and Masters of Science in Finance
Bentley University 1999 — 2000
Finance
University of Massachusetts, Amherst 1986 — 1988
Bachelor of Arts, Economics
Community College of Rhode Island 1984 — 1985
Associate of Science in Business Administration, General Business
Sheila Corbin's Investors Bank & Trust Experience October 2003 - March 2005
Job Investment Operations Manager at Gannett Welsh & Kotler
Industry Investment Management
Experience
GW&K Investment Management June 2008 - Present
State Street Bank May 2006 - June 2008
State Street Bank March 2005 - May 2006
Investors Bank & Trust October 2003 - March 2005
Skills
Mutual Funds, Investments, Equities, Securities, Financial Services, Fixed Income, Data Reconciliation, Management, Operations Management, SQL, Fund Accounting, Corporate Actions, Asset Managment, Portfolio Management, Data Integrity, Trade Facilitation, New Account Opening, Operations Research, Operations Audit, Pricing Systems, Omgeo Oasys
Education
Northeastern University 2006 — 2011
Masters of Business Administration
University of New Hampshire 2001 — 2003
Bachelor of Science (B.S.), Marketing
Bentley University 1999 — 2000
GW&K Investment Management June 2008 - Present
State Street Bank May 2006 - June 2008
State Street Bank March 2005 - May 2006
Investors Bank & Trust October 2003 - March 2005
Skills
Mutual Funds, Investments, Equities, Securities, Financial Services, Fixed Income, Data Reconciliation, Management, Operations Management, SQL, Fund Accounting, Corporate Actions, Asset Managment, Portfolio Management, Data Integrity, Trade Facilitation, New Account Opening, Operations Research, Operations Audit, Pricing Systems, Omgeo Oasys
Education
Northeastern University 2006 — 2011
Masters of Business Administration
University of New Hampshire 2001 — 2003
Bachelor of Science (B.S.), Marketing
Bentley University 1999 — 2000
Sean Tate's Investors Bank & Trust Experience 2006 - 2007
Job Division Controller IT at Alaska Airlines
Industry Airlines/Aviation
Experience
Alaska Airlines September 2013 - Present
US Airways May 2011 - September 2013
US Airways Group March 2008 - May 2011
Investors Bank & Trust 2006 - 2007
Education
Bentley University 2000 — 2005
Alaska Airlines September 2013 - Present
US Airways May 2011 - September 2013
US Airways Group March 2008 - May 2011
Investors Bank & Trust 2006 - 2007
Education
Bentley University 2000 — 2005
Adam Zuckerberg's Investors Bank & Trust Experience June 1995 - August 1999
Job Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management)
Industry Financial Services
Experience
Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management) August 2014 - Present
Fidelity Investments July 2011 - August 2014
Noble Financial November 2009 - July 2011
Batterymarch Financial Management August 1999 - March 2009
Investors Bank & Trust June 1995 - August 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2005
MBA, Finance
Boston College 1991 — 1995
BA, Math
Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management) August 2014 - Present
Fidelity Investments July 2011 - August 2014
Noble Financial November 2009 - July 2011
Batterymarch Financial Management August 1999 - March 2009
Investors Bank & Trust June 1995 - August 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2005
MBA, Finance
Boston College 1991 — 1995
BA, Math
John Blood, CFA, CFP's Investors Bank & Trust Experience 1997 - 1998
Job President/Owner at Disciplined Wealth Strategies, Inc
Industry Investment Management
Experience
Disciplined Wealth Strategies, Inc January 2013 - Present
Dimensional Fund Advisors January 2010 - January 2013
Commonwealth Financial September 2000 - December 2009
Morningstar 1999 - 2000
Investors Bank & Trust 1997 - 1998
Nypro 1993 - 1997
Plainfield Pixley Richards Inc. 1991 - 1993
Cortron/Amkey 1990 - 1992
Skills
Mutual Funds, Investments, Capital Markets, Financial Advisory, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, ETFs, Finance, Financial Services, Investment Advisory, Investment Strategies, Portfolio Management, Retirement Planning, Separately Managed..., Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Rensselaer Polytechnic Institute 1986 — 1990
BS, Mechanical Engineering
Disciplined Wealth Strategies, Inc January 2013 - Present
Dimensional Fund Advisors January 2010 - January 2013
Commonwealth Financial September 2000 - December 2009
Morningstar 1999 - 2000
Investors Bank & Trust 1997 - 1998
Nypro 1993 - 1997
Plainfield Pixley Richards Inc. 1991 - 1993
Cortron/Amkey 1990 - 1992
Skills
Mutual Funds, Investments, Capital Markets, Financial Advisory, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, ETFs, Finance, Financial Services, Investment Advisory, Investment Strategies, Portfolio Management, Retirement Planning, Separately Managed..., Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Rensselaer Polytechnic Institute 1986 — 1990
BS, Mechanical Engineering
Jeremy Bixenman's Investors Bank & Trust Experience June 2003 - September 2003
Job Vice President / COO
Industry Financial Services
Experience
Morgan Stanley April 2010 - December 2014
Morgan Stanley June 2006 - April 2010
Morgan Stanley January 2004 - June 2006
KBC Financial Products October 2003 - January 2004
Investors Bank & Trust June 2003 - September 2003
Investors Bank & Trust February 2002 - June 2003
Skills
Derivatives, Fixed Income, Counterparty Risk, Collateral Management, Securities Lending, Credit Risk, Finance, Secured Financing, Financial Modeling, Financial Analysis, Investments, Securities, Portfolio Management
Education
Boston College 1997 — 2001
BS, Finance, Information Systems
Morgan Stanley April 2010 - December 2014
Morgan Stanley June 2006 - April 2010
Morgan Stanley January 2004 - June 2006
KBC Financial Products October 2003 - January 2004
Investors Bank & Trust June 2003 - September 2003
Investors Bank & Trust February 2002 - June 2003
Skills
Derivatives, Fixed Income, Counterparty Risk, Collateral Management, Securities Lending, Credit Risk, Finance, Secured Financing, Financial Modeling, Financial Analysis, Investments, Securities, Portfolio Management
Education
Boston College 1997 — 2001
BS, Finance, Information Systems
John Sean Harringtonn's Investors Bank & Trust Experience April 2002 - October 2004
Job Associate Controller at Phillips Exeter Academy
Industry Nonprofit Organization Management
Experience
Pingree School August 2010 - Present
Phillips Exeter Academy October 2004 - July 2010
Investors Bank & Trust April 2002 - October 2004
Education
Bentley University 1994 — 1997
Masters, Business - Accounting
University of Massachusetts Boston 1984 — 1988
BS, Fianance
Pingree School August 2010 - Present
Phillips Exeter Academy October 2004 - July 2010
Investors Bank & Trust April 2002 - October 2004
Education
Bentley University 1994 — 1997
Masters, Business - Accounting
University of Massachusetts Boston 1984 — 1988
BS, Fianance
Brandon Eten's Investors Bank & Trust Experience January 2005 - November 2005
Job Financial Systems Project Manager at Omgeo
Industry Financial Services
Experience
Omgeo February 2013 - Present
STATE STREET CORPORATION April 2011 - October 2012
FIDELITY INVESTMENTS – National Financial July 2006 - April 2011
Deutsche Bank February 2006 - July 2006
Investors Bank & Trust January 2005 - November 2005
Skills
Agile Methodologies, Finance, Investments, Accounting, Access, Requirements Analysis, Account Reconciliation, Equities, Bloomberg, Budgets, Financial Services, Business Analysis
Education
Boston University Questrom School of Business 2008 — 2009
MSIM, Investment Management
Stetson University 2000 — 2004
Bachelor of Science (B.S.), Finance and Minors: Math and Family Business
Innsbruck University
Bond University 2002 — 2002
Omgeo February 2013 - Present
STATE STREET CORPORATION April 2011 - October 2012
FIDELITY INVESTMENTS – National Financial July 2006 - April 2011
Deutsche Bank February 2006 - July 2006
Investors Bank & Trust January 2005 - November 2005
Skills
Agile Methodologies, Finance, Investments, Accounting, Access, Requirements Analysis, Account Reconciliation, Equities, Bloomberg, Budgets, Financial Services, Business Analysis
Education
Boston University Questrom School of Business 2008 — 2009
MSIM, Investment Management
Stetson University 2000 — 2004
Bachelor of Science (B.S.), Finance and Minors: Math and Family Business
Innsbruck University
Bond University 2002 — 2002
Kristin Naylor's Investors Bank & Trust Experience May 2005 - May 2006
Job Information Security Analyst Assistant Vice President at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street October 2013 - Present
State Street November 2012 - October 2013
State Street Bank March 2011 - November 2012
State Street Bank June 2007 - March 2011
Investors Bank ad Trust May 2006 - July 2007
Investors Bank & Trust May 2005 - May 2006
Champion Nationwide Contractor August 2003 - May 2005
Education
Boston College 1999 — 2003
BA
State Street May 2015 - Present
State Street October 2013 - Present
State Street November 2012 - October 2013
State Street Bank March 2011 - November 2012
State Street Bank June 2007 - March 2011
Investors Bank ad Trust May 2006 - July 2007
Investors Bank & Trust May 2005 - May 2006
Champion Nationwide Contractor August 2003 - May 2005
Education
Boston College 1999 — 2003
BA
Lynn (Lavoie) Waples, CFP®'s Investors Bank & Trust Experience July 1988 - July 2007
Job Financial Planning Consultant
Industry Financial Services
Experience
Argent Wealth Management February 2008 - Present
State Street 2007 - 2008
Investors Bank & Trust July 1988 - July 2007
Skills
Wealth Management, Asset Management, Investment Advisory, Financial Modeling, Financial Services, Fund Accounting, Risk Management, Estate Planning, Strategic Financial..., Retirement Planning, Personal Finance
Education
Boston College - Carroll School of Management 1990 — 1992
Master's degree, Finance
University of Vermont 1983 — 1987
Bachelors of Science, Business Administation
Argent Wealth Management February 2008 - Present
State Street 2007 - 2008
Investors Bank & Trust July 1988 - July 2007
Skills
Wealth Management, Asset Management, Investment Advisory, Financial Modeling, Financial Services, Fund Accounting, Risk Management, Estate Planning, Strategic Financial..., Retirement Planning, Personal Finance
Education
Boston College - Carroll School of Management 1990 — 1992
Master's degree, Finance
University of Vermont 1983 — 1987
Bachelors of Science, Business Administation
Nancy H. Roach's Investors Bank & Trust Experience November 1999 - February 2008
Job Global Treasury Project Services at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
State Street October 2012 - August 2014
State Street February 2008 - October 2012
Investors Bank & Trust November 1999 - February 2008
BankBoston June 1995 - November 1999
Education
Boston College
BA, Economics
Suffolk University - Sawyer School of Management
MBA
State Street August 2014 - Present
State Street October 2012 - August 2014
State Street February 2008 - October 2012
Investors Bank & Trust November 1999 - February 2008
BankBoston June 1995 - November 1999
Education
Boston College
BA, Economics
Suffolk University - Sawyer School of Management
MBA
Thomas Peattie's Investors Bank & Trust Experience August 2001 - July 2007
Job Trust Administration Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2012 - Present
State Street March 2011 - April 2012
State Street May 2007 - February 2011
Investors Bank & Trust August 2001 - July 2007
Education
Boston College 2007 — 2009
MBA
Stonehill College 1997 — 2001
BS, Finance
Wellington Management May 2012 - Present
State Street March 2011 - April 2012
State Street May 2007 - February 2011
Investors Bank & Trust August 2001 - July 2007
Education
Boston College 2007 — 2009
MBA
Stonehill College 1997 — 2001
BS, Finance
Tom Gibson, CFA, CPA's Investors Bank & Trust Experience February 1996 - November 1999
Job Chief Compliance Officer/Chief Financial Officer at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Investment Management
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC August 2005 - Present
Bingham Legg Advisers November 1999 - August 2005
Investors Bank & Trust February 1996 - November 1999
FDIC January 1990 - February 1996
Skills
Certificate in...
Education
Bentley University 1997 — 1999
Master of Science (MS), Finance, General
Suffolk University - Sawyer School of Management 1989 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Suffolk University - Sawyer School of Management 1982 — 1986
BSBA, Accounting and Business/Management
Dalton, Greiner, Hartman, Maher & Co., LLC August 2005 - Present
Bingham Legg Advisers November 1999 - August 2005
Investors Bank & Trust February 1996 - November 1999
FDIC January 1990 - February 1996
Skills
Certificate in...
Education
Bentley University 1997 — 1999
Master of Science (MS), Finance, General
Suffolk University - Sawyer School of Management 1989 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Suffolk University - Sawyer School of Management 1982 — 1986
BSBA, Accounting and Business/Management
Stephen Guerra's Investors Bank & Trust Experience December 1998 - September 2001
Job Principal Consultant at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems July 2013 - Present
Brown Brothers Harriman October 2007 - July 2013
Fiduciary Trust Company October 2001 - September 2007
Investors Bank & Trust December 1998 - September 2001
State Street January 1998 - December 1999
First Data 1996 - 1998
State Street 1989 - 1996
Skills
Mutual Funds, Fund Accounting, Securities, Fixed Income, Derivatives, Equities, Investments, Corporate Actions, Financial Services, Valuation, Relationship Management, Bloomberg, Alternative Investments, Fund Accounting Systems, Mutual Fund Conversions, Wealth Management..., Compliance, Risk Management, Internal Audit, Contract Negotiation, Implementation..., Sungard, Eagle
Education
Bentley University 1999 — 2003
MBA, Management
Boston College 1985 — 1989
BS, Management
Brockton High School
Brockton High School
Eagle Investment Systems July 2013 - Present
Brown Brothers Harriman October 2007 - July 2013
Fiduciary Trust Company October 2001 - September 2007
Investors Bank & Trust December 1998 - September 2001
State Street January 1998 - December 1999
First Data 1996 - 1998
State Street 1989 - 1996
Skills
Mutual Funds, Fund Accounting, Securities, Fixed Income, Derivatives, Equities, Investments, Corporate Actions, Financial Services, Valuation, Relationship Management, Bloomberg, Alternative Investments, Fund Accounting Systems, Mutual Fund Conversions, Wealth Management..., Compliance, Risk Management, Internal Audit, Contract Negotiation, Implementation..., Sungard, Eagle
Education
Bentley University 1999 — 2003
MBA, Management
Boston College 1985 — 1989
BS, Management
Brockton High School
Brockton High School
Jeffrey Struble's Investors Bank & Trust Experience August 1999 - July 2007
Job Corporate Information Security & Risk Assurance Professional
Industry Financial Services
Experience
State Street Corporation July 2007 - January 2012
Investors Bank & Trust August 1999 - July 2007
New England Mutual Life April 1993 - August 1999
New England Mutual Life July 1987 - April 1993
New England Mutual Life January 1982 - July 1987
New England Mutual Life January 1981 - January 1982
Education
Boston College
BS, Management Information Systems
Massassoit Community College AS
Business Management
State Street Corporation July 2007 - January 2012
Investors Bank & Trust August 1999 - July 2007
New England Mutual Life April 1993 - August 1999
New England Mutual Life July 1987 - April 1993
New England Mutual Life January 1982 - July 1987
New England Mutual Life January 1981 - January 1982
Education
Boston College
BS, Management Information Systems
Massassoit Community College AS
Business Management
Benn Egan's Investors Bank & Trust Experience November 2004 - November 2005
Job Senior Sponsored Research Officer at MIT Sloan School of Management
Industry Higher Education
Experience
MIT Sloan School of Management January 2015 - Present
MIT Sloan School of Management May 2011 - December 2014
Fidelity Investments May 2009 - April 2011
Nova Group February 2006 - January 2007
Investors Bank & Trust November 2004 - November 2005
Skills
Accounting, Budgets, Financial Reporting, Investments, Account Reconciliation, Data Analysis, Grant Writing, Financial Analysis, SAP, Brio Query, Mutual Funds, Strategy, Research, Finance, Analysis, Nonprofits, Website Development, Java, HTML, Python, Research Administration, Tableau, Think-Cell, Public Speaking, Management
Education
Boston College 2010 — 2012
Master of Science (M.S.), Finance
Brandeis University 2000 — 2004
Bachelor of Arts (B.A.), Economics, with Honors
MIT Sloan School of Management January 2015 - Present
MIT Sloan School of Management May 2011 - December 2014
Fidelity Investments May 2009 - April 2011
Nova Group February 2006 - January 2007
Investors Bank & Trust November 2004 - November 2005
Skills
Accounting, Budgets, Financial Reporting, Investments, Account Reconciliation, Data Analysis, Grant Writing, Financial Analysis, SAP, Brio Query, Mutual Funds, Strategy, Research, Finance, Analysis, Nonprofits, Website Development, Java, HTML, Python, Research Administration, Tableau, Think-Cell, Public Speaking, Management
Education
Boston College 2010 — 2012
Master of Science (M.S.), Finance
Brandeis University 2000 — 2004
Bachelor of Arts (B.A.), Economics, with Honors
Kevin P. Leyne, CFA's Investors Bank & Trust Experience 1988 - 1996
Job Managing Director, Business Executive Global Financial Institutions at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2012 - Present
JP Morgan Chase 2009 - 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1997 - 1997
Thomson Financial 1996 - 1997
Investors Bank & Trust 1988 - 1996
Education
Boston College 1984 — 1988
Bachelors, Finance
BNY Mellon 2012 - Present
JP Morgan Chase 2009 - 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1997 - 1997
Thomson Financial 1996 - 1997
Investors Bank & Trust 1988 - 1996
Education
Boston College 1984 — 1988
Bachelors, Finance
Christopher M. Lamb, CPA's Investors Bank & Trust Experience June 2005 - July 2007
Job Accounting Manager at Ajinomoto Althea, Inc.
Industry Accounting
Experience
Ajinomoto Althea, Inc. March 2011 - Present
Ajinomoto Althea, Inc. (fka Althea Technologies, Inc) March 2011 - September 2013
Walter & Shuffain, P.C. August 2007 - October 2010
Investors Bank & Trust June 2005 - July 2007
E. W. Audet & Sons, Inc. November 2004 - May 2005
DECA Inc. April 2003 - May 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
Master of Science (M.S.)
Johnson & Wales University 2001 — 2005
Bachelor of Science (B.S.)
Ajinomoto Althea, Inc. March 2011 - Present
Ajinomoto Althea, Inc. (fka Althea Technologies, Inc) March 2011 - September 2013
Walter & Shuffain, P.C. August 2007 - October 2010
Investors Bank & Trust June 2005 - July 2007
E. W. Audet & Sons, Inc. November 2004 - May 2005
DECA Inc. April 2003 - May 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
Master of Science (M.S.)
Johnson & Wales University 2001 — 2005
Bachelor of Science (B.S.)
Hai Truong's Investors Bank & Trust Experience June 2005 - April 2006
Job Senior Sales Planning Analyst
Industry Financial Services
Experience
Covidien April 2013 - Present
State Street Bank•Reviewed compliance packages for three clients with over 300 funds in each portfo July 2009 - April 2013
State Street Bank April 2006 - February 2009
Investors Bank & Trust June 2005 - April 2006
State Street Bank May 2002 - June 2005
State Street Bank November 2000 - April 2002
JPMorgan Chase October 1998 - October 2000
Skills
Fund Administration, Fixed Income, Mutual Funds, Hedge Funds, Securities, Investments, Fund Accounting, Bloomberg, Financial Reporting, Valuation, Accounting, Finance, Analysis
Education
Boston College
Bachelor, Finance
Covidien April 2013 - Present
State Street Bank•Reviewed compliance packages for three clients with over 300 funds in each portfo July 2009 - April 2013
State Street Bank April 2006 - February 2009
Investors Bank & Trust June 2005 - April 2006
State Street Bank May 2002 - June 2005
State Street Bank November 2000 - April 2002
JPMorgan Chase October 1998 - October 2000
Skills
Fund Administration, Fixed Income, Mutual Funds, Hedge Funds, Securities, Investments, Fund Accounting, Bloomberg, Financial Reporting, Valuation, Accounting, Finance, Analysis
Education
Boston College
Bachelor, Finance
Pam Engstrom's Investors Bank & Trust Experience 1998 - 2007
Job AVP at State Street Bank
Industry Financial Services
Experience
State Street Bank AVPState Street1990 - 2009
Investors Bank & Trust 1998 - 2007
Education
Boston College
BA
State Street Bank AVPState Street1990 - 2009
Investors Bank & Trust 1998 - 2007
Education
Boston College
BA
Richard Mangano's Investors Bank & Trust Experience May 2005 - October 2007
Job AVP at State Street
Industry Financial Services
Experience
State Street July 2009 - Present
State Street October 2007 - March 2009
Investors Bank & Trust May 2005 - October 2007
KPMG December 2003 - April 2005
State Street April 2000 - November 2003
Skills
Hedge Funds, Alternative Investments, Financial Services, Tax, Private Equity, Investments, Financial Analysis, Financial Reporting, Accounting, Equities
Education
Boston College 1983 — 1987
Bachelor of Arts, Economics
State Street July 2009 - Present
State Street October 2007 - March 2009
Investors Bank & Trust May 2005 - October 2007
KPMG December 2003 - April 2005
State Street April 2000 - November 2003
Skills
Hedge Funds, Alternative Investments, Financial Services, Tax, Private Equity, Investments, Financial Analysis, Financial Reporting, Accounting, Equities
Education
Boston College 1983 — 1987
Bachelor of Arts, Economics
Robyn (Goulet) Griffin's Investors Bank & Trust Experience October 2006 - July 2007
Job Investment Management Compliance Consultant
Industry Investment Management
Experience
Griffin Compliance LLC August 2008 - Present
MFS Investment Management 2008 - 2009
State Street July 2007 - July 2008
Investors Bank & Trust October 2006 - July 2007
Liberty Mutual March 2006 - October 2006
Deloitte & Touche LLP 1997 - 2006
Education
Boston College 1993 — 1997
BS, Accounting, Finance
Griffin Compliance LLC August 2008 - Present
MFS Investment Management 2008 - 2009
State Street July 2007 - July 2008
Investors Bank & Trust October 2006 - July 2007
Liberty Mutual March 2006 - October 2006
Deloitte & Touche LLP 1997 - 2006
Education
Boston College 1993 — 1997
BS, Accounting, Finance
Seamus M. Donoghue, CPA's Investors Bank & Trust Experience October 2003 - December 2006
Job at Ostrow Reisin Berk & Abrams
Industry Accounting
Experience
Ostrow Reisin Berk & Abrams, Ltd. September 2014 - Present
McGladrey 2010 - 2014
Timothy J. Harrington CPA January 2007 - May 2008
Investors Bank & Trust October 2003 - December 2006
Skills
Tax, Accounting, CPA, Tax Accounting, Tax Research, Account Reconciliation, Corporate Tax, Tax Preparation
Education
Bentley University 2008 — 2009
Masters of Science, Taxation
Boston College 1999 — 2003
Bachelor's of Science, Accounting
Ostrow Reisin Berk & Abrams, Ltd. September 2014 - Present
McGladrey 2010 - 2014
Timothy J. Harrington CPA January 2007 - May 2008
Investors Bank & Trust October 2003 - December 2006
Skills
Tax, Accounting, CPA, Tax Accounting, Tax Research, Account Reconciliation, Corporate Tax, Tax Preparation
Education
Bentley University 2008 — 2009
Masters of Science, Taxation
Boston College 1999 — 2003
Bachelor's of Science, Accounting
Mary Ann Sardone's Investors Bank & Trust Experience 1987 - 1993
Job at Rubin and Rudman LLP
Industry Law Practice
Experience
Rubin and Rudman LLP January 2011 - Present
Woodstock Services Co November 2007 - December 2010
Edwards Angell Palmer & Dodge LLP December 2003 - November 2007
Holland & Knight LLP January 1994 - December 2003
Investors Bank & Trust 1987 - 1993
Hemenway & Barnes 1986 - 1987
Skills
Tax
Education
Bentley College
Accounting
Rubin and Rudman LLP January 2011 - Present
Woodstock Services Co November 2007 - December 2010
Edwards Angell Palmer & Dodge LLP December 2003 - November 2007
Holland & Knight LLP January 1994 - December 2003
Investors Bank & Trust 1987 - 1993
Hemenway & Barnes 1986 - 1987
Skills
Tax
Education
Bentley College
Accounting
Edgar Roy's Investors Bank & Trust Experience 2006 - 2008
Job MBA | Commercial Credit Officer at Merchants Bank
Industry Banking
Experience
Merchants Bank January 2015 - Present
Bridgewater Savings Bank May 2014 - January 2015
Merchants Bank August 2012 - April 2014
MFS Investment Management December 2008 - July 2012
State Street 2006 - 2009
Investors Bank & Trust 2006 - 2008
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Derivatives, Asset Managment, Investments, Financial Statement..., Microsoft Excel, Microsoft Word, Financial Accounting, Credit, Commercial Banking, Loans, Relationship Management, Commercial Lending, Small Business Lending, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Business Administration, 3.8
University of Rhode Island - College of Business Administration 2001 — 2005
B.S., Finance
Merchants Bank January 2015 - Present
Bridgewater Savings Bank May 2014 - January 2015
Merchants Bank August 2012 - April 2014
MFS Investment Management December 2008 - July 2012
State Street 2006 - 2009
Investors Bank & Trust 2006 - 2008
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Derivatives, Asset Managment, Investments, Financial Statement..., Microsoft Excel, Microsoft Word, Financial Accounting, Credit, Commercial Banking, Loans, Relationship Management, Commercial Lending, Small Business Lending, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Business Administration, 3.8
University of Rhode Island - College of Business Administration 2001 — 2005
B.S., Finance
Ashyka Wiggins MPA's Investors Bank & Trust Experience August 2004 - April 2008
Job Grants Business Analyst at The Boston Public Health Commission
Industry Accounting
Experience
Boston Public Health Commission February 2010 - Present
Investors Bank & Trust August 2004 - April 2008
Investors Bank & Trust February 2003 - August 2004
Investors Bank & Trust February 2003 - August 2004
Investors Bank & Trust October 2001 - February 2003
Investors Bank & Trust October 2001 - February 2003
Skills
Accounting, Budget, Bloomberg, Financial Analysis, Financial Reporting, General Ledger, Outlook, Financial Modeling, Account Reconciliation, Financial Statements, Process Improvement, Microsoft Excel, Risk Management, Access, Internal Controls, PeopleSoft, Investments, Forecasting, Financial Accounting, Balance
Education
Suffolk University 2005 — 2008
MPA, Public Administration
Suffolk University 2005 — 2008
MSCJ, Criminal Justice
Boston College 1997 — 2001
BA, Accounting
Wellesley High School 1993 — 1997
Diploma, Basic Academic Courses
Boston Public Health Commission February 2010 - Present
Investors Bank & Trust August 2004 - April 2008
Investors Bank & Trust February 2003 - August 2004
Investors Bank & Trust February 2003 - August 2004
Investors Bank & Trust October 2001 - February 2003
Investors Bank & Trust October 2001 - February 2003
Skills
Accounting, Budget, Bloomberg, Financial Analysis, Financial Reporting, General Ledger, Outlook, Financial Modeling, Account Reconciliation, Financial Statements, Process Improvement, Microsoft Excel, Risk Management, Access, Internal Controls, PeopleSoft, Investments, Forecasting, Financial Accounting, Balance
Education
Suffolk University 2005 — 2008
MPA, Public Administration
Suffolk University 2005 — 2008
MSCJ, Criminal Justice
Boston College 1997 — 2001
BA, Accounting
Wellesley High School 1993 — 1997
Diploma, Basic Academic Courses
Tracie Elliott's Investors Bank & Trust Experience 2002 - 2007
Job StayatHome Mom
Industry Higher Education
Experience
Harvard Business School 2007 - 2010
Investors Bank & Trust 2002 - 2007
Classic Carriage Works, LLC 1997 - 2002
Fidelity Investments 1994 - 1996
The Boston Company 1992 - 1994
Skills
Higher Education, Project Management, Strategic Planning
Education
Bentley University 1988 — 1992
Bachelor of Science, Finance
Harvard Business School 2007 - 2010
Investors Bank & Trust 2002 - 2007
Classic Carriage Works, LLC 1997 - 2002
Fidelity Investments 1994 - 1996
The Boston Company 1992 - 1994
Skills
Higher Education, Project Management, Strategic Planning
Education
Bentley University 1988 — 1992
Bachelor of Science, Finance
Marc Randazzo's Investors Bank & Trust Experience 1997 - 2001
Job Business Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2001 - Present
Investors Bank & Trust 1997 - 2001
Skills
Equities, Investments, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BA, Economics, English
Wellington Management May 2001 - Present
Investors Bank & Trust 1997 - 2001
Skills
Equities, Investments, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BA, Economics, English
Courtney (Sullivan) McCormac's Investors Bank & Trust Experience September 1996 - May 2000
Job Director, Investments Technology at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
Fidessa LatentZero January 2012 - December 2012
Fidessa LatentZero August 2008 - January 2012
Fidessa LatentZero December 2005 - August 2008
LOOMIS, SAYLES & Co July 2003 - June 2005
DEUTSCHE ASSET MANAGEMENT (Previously Scudder) May 2000 - December 2002
Investors Bank & Trust September 1996 - May 2000
Skills
Trading Systems, Equities, Derivatives, Market Data, Electronic Trading, Fixed Income, Trading, Bloomberg, Options, Hedge Funds, Series 7, Investments, Financial Markets, FX Options, Order Management, Business Analysis, Bonds, Financial Services, Swaps, Middle Office, Back Office, Equity Derivatives, Project Management, Program Management, Software Implementation
Education
Boston College 1992 — 1996
B.A., Finance, Operations & Strategic Management
Boston College 1992 — 1996
Bachelor's degree, Finance, Operations & Strategic Management
New York Life Insurance Company September 2013 - Present
Fidessa LatentZero January 2012 - December 2012
Fidessa LatentZero August 2008 - January 2012
Fidessa LatentZero December 2005 - August 2008
LOOMIS, SAYLES & Co July 2003 - June 2005
DEUTSCHE ASSET MANAGEMENT (Previously Scudder) May 2000 - December 2002
Investors Bank & Trust September 1996 - May 2000
Skills
Trading Systems, Equities, Derivatives, Market Data, Electronic Trading, Fixed Income, Trading, Bloomberg, Options, Hedge Funds, Series 7, Investments, Financial Markets, FX Options, Order Management, Business Analysis, Bonds, Financial Services, Swaps, Middle Office, Back Office, Equity Derivatives, Project Management, Program Management, Software Implementation
Education
Boston College 1992 — 1996
B.A., Finance, Operations & Strategic Management
Boston College 1992 — 1996
Bachelor's degree, Finance, Operations & Strategic Management
Alexandra Balcom, CPA's Investors Bank & Trust Experience May 2005 - July 2006
Job
Industry Pharmaceuticals
Experience
Agios Pharmaceuticals May 2014 - Present
Agios Pharmaceuticals May 2013 - Present
Agios Pharmaceuticals January 2011 - April 2013
Molecular Insight Pharmaceuticals May 2008 - February 2011
Coley Pharmaceutical Group August 2006 - May 2008
Investors Bank & Trust May 2005 - July 2006
Skills
Financial Reporting, Financial Analysis, SEC filings, GAAP, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Forecasting, Financial Modeling, Pharmaceutical Industry, Consolidation, Finance, Lifesciences, Auditing, Sop, Sarbanes-Oxley, Cash Flow, Business Process..., Budgets, Cost Accounting, Revenue Recognition, Mergers & Acquisitions, CPA, Clinical Trials, Account Reconciliation, Strategic Financial..., Acquisition Integration, Due Diligence, Managerial Finance, Oncology, Drug Development, Financial Accounting, Accounts Payable, QuickBooks, Restructuring, CRO, Corporate Finance, Management, Financial Forecasting, Clinical Development, Hyperion Enterprise, Variance Analysis, IPO, US GAAP, Cash Flow Forecasting, Essbase, Tax, Cross-functional Team..., Monthly Close, Great Plains Software
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Agios Pharmaceuticals May 2014 - Present
Agios Pharmaceuticals May 2013 - Present
Agios Pharmaceuticals January 2011 - April 2013
Molecular Insight Pharmaceuticals May 2008 - February 2011
Coley Pharmaceutical Group August 2006 - May 2008
Investors Bank & Trust May 2005 - July 2006
Skills
Financial Reporting, Financial Analysis, SEC filings, GAAP, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Forecasting, Financial Modeling, Pharmaceutical Industry, Consolidation, Finance, Lifesciences, Auditing, Sop, Sarbanes-Oxley, Cash Flow, Business Process..., Budgets, Cost Accounting, Revenue Recognition, Mergers & Acquisitions, CPA, Clinical Trials, Account Reconciliation, Strategic Financial..., Acquisition Integration, Due Diligence, Managerial Finance, Oncology, Drug Development, Financial Accounting, Accounts Payable, QuickBooks, Restructuring, CRO, Corporate Finance, Management, Financial Forecasting, Clinical Development, Hyperion Enterprise, Variance Analysis, IPO, US GAAP, Cash Flow Forecasting, Essbase, Tax, Cross-functional Team..., Monthly Close, Great Plains Software
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Frank Keough's Investors Bank & Trust Experience 2001 - 2006
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice PresidentState Street Bank2006 - 2008
Investors Bank & Trust 2001 - 2006
Brown Brothers Harriman 1998 - 1999
Ernst & Young 1990 - 1997
Education
Boston College 1982 — 1987
BS, Accounting
Fidelity Investments Vice PresidentState Street Bank2006 - 2008
Investors Bank & Trust 2001 - 2006
Brown Brothers Harriman 1998 - 1999
Ernst & Young 1990 - 1997
Education
Boston College 1982 — 1987
BS, Accounting
Subramaniam Lakshmi's Investors Bank & Trust Experience April 1994 - February 1995
Job Tax Managing Director at KPMG
Industry Accounting
Experience
KPMG May 2006 - Present
KPMG US May 2006 - Present
Ernst & Young January 2001 - May 2006
KPMG US February 1995 - January 2001
Investors Bank & Trust April 1994 - February 1995
Arthur Anderson June 1990 - April 1994
Skills
FAS 5, FAS109, Income Tax, Corporate Tax, Tax Accounting, Partnership Taxation, Exempt organizations -...
Education
Bentley University 1993 — 1995
Master of Science (MS), Taxation
Bentley University 1987 — 1989
Master of Science (MS), Accounting
Madurai Kamaraj University 1971 — 1973
MSc, Chemistry
KPMG May 2006 - Present
KPMG US May 2006 - Present
Ernst & Young January 2001 - May 2006
KPMG US February 1995 - January 2001
Investors Bank & Trust April 1994 - February 1995
Arthur Anderson June 1990 - April 1994
Skills
FAS 5, FAS109, Income Tax, Corporate Tax, Tax Accounting, Partnership Taxation, Exempt organizations -...
Education
Bentley University 1993 — 1995
Master of Science (MS), Taxation
Bentley University 1987 — 1989
Master of Science (MS), Accounting
Madurai Kamaraj University 1971 — 1973
MSc, Chemistry
Gerald Croke's Investors Bank & Trust Experience September 2006 - July 2007
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
JPMorgan Chase October 2011 - September 2013
State Street July 2007 - September 2011
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust September 2004 - September 2006
Skills
Hedge Funds, Fixed Income, Hedge Accounting, Fund Accounting, Bloomberg, Mutual Funds
Education
Boston College 2000 — 2004
State Street September 2013 - Present
JPMorgan Chase October 2011 - September 2013
State Street July 2007 - September 2011
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust September 2004 - September 2006
Skills
Hedge Funds, Fixed Income, Hedge Accounting, Fund Accounting, Bloomberg, Mutual Funds
Education
Boston College 2000 — 2004
Tiffany Marosits's Investors Bank & Trust Experience June 1997 - August 1999
Job Counsel at Babson Capital Management LLC
Industry Financial Services
Experience
Babson Capital Management LLC April 2007 - Present
Dechert LLP 2002 - 2007
Investors Bank & Trust June 1997 - August 1999
Skills
Securities Regulation, Securities, Asset Management, Corporate Governance, Contract Negotiation, FINRA, Due Diligence, Structured Finance
Education
Boston College Law School 1999 — 2002
jd, law
Muhlenberg College 1992 — 1996
B.S., Mathematics/Theater Arts
Babson Capital Management LLC April 2007 - Present
Dechert LLP 2002 - 2007
Investors Bank & Trust June 1997 - August 1999
Skills
Securities Regulation, Securities, Asset Management, Corporate Governance, Contract Negotiation, FINRA, Due Diligence, Structured Finance
Education
Boston College Law School 1999 — 2002
jd, law
Muhlenberg College 1992 — 1996
B.S., Mathematics/Theater Arts
Peyton Chou's Investors Bank & Trust Experience October 2006 - March 2007
Job Application Support Analyst at Boston Financial Data Services
Industry Information Technology and Services
Experience
Boston Financial Data Services May 2013 - Present
iWalk January 2013 - March 2013
Codix February 2012 - November 2012
Deutsche Bank July 2011 - November 2011
ABC Money Transactions Inc December 2008 - June 2011
MFS Investment Management March 2007 - November 2008
Investors Bank & Trust October 2006 - March 2007
Bank of America Corp November 2005 - October 2006
Boston Financial Data Services February 2005 - October 2005
State Street Corp June 2001 - January 2005
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Information Technology, Network Administration, System Administration, Systems Analysis, Business Analysis, Desktop Administration, Help Desk Support
Education
University of Massachusetts, Amherst 1998 — 2001
BA, Economics
Boston College 1997 — 1998
Boston Financial Data Services May 2013 - Present
iWalk January 2013 - March 2013
Codix February 2012 - November 2012
Deutsche Bank July 2011 - November 2011
ABC Money Transactions Inc December 2008 - June 2011
MFS Investment Management March 2007 - November 2008
Investors Bank & Trust October 2006 - March 2007
Bank of America Corp November 2005 - October 2006
Boston Financial Data Services February 2005 - October 2005
State Street Corp June 2001 - January 2005
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Information Technology, Network Administration, System Administration, Systems Analysis, Business Analysis, Desktop Administration, Help Desk Support
Education
University of Massachusetts, Amherst 1998 — 2001
BA, Economics
Boston College 1997 — 1998
Patricia Kenworthy's Investors Bank & Trust Experience May 1997 - February 2006
Job Independent Contractor Mutual Fund Tax
Industry Financial Services
Experience
Independent Contractor October 2014 - Present
State Street June 2012 - October 2014
Mutual Fund Tax Independent Contractor August 2010 - June 2012
State Street (formerly Investors Bank & Trust Co.) October 2006 - August 2010
Fidelity Investments February 2006 - October 2006
Investors Bank & Trust May 1997 - February 2006
Skills
Financial Reporting, Tax, Financial Analysis, Mutual Funds, Accounting, Auditing, Finance, Financial Accounting, Financial Modeling, SEC Filings, Account Reconciliation, Financial Statements, Internal Controls, Investments
Education
Bentley University
Bachelor's degree, Accounting
Independent Contractor October 2014 - Present
State Street June 2012 - October 2014
Mutual Fund Tax Independent Contractor August 2010 - June 2012
State Street (formerly Investors Bank & Trust Co.) October 2006 - August 2010
Fidelity Investments February 2006 - October 2006
Investors Bank & Trust May 1997 - February 2006
Skills
Financial Reporting, Tax, Financial Analysis, Mutual Funds, Accounting, Auditing, Finance, Financial Accounting, Financial Modeling, SEC Filings, Account Reconciliation, Financial Statements, Internal Controls, Investments
Education
Bentley University
Bachelor's degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY