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
David Stifter David Stifter's Investors Bank & Trust Experience April 2001 - August 2006
Job Chief Compliance Officer at Colony Realty Partners
Industry Real Estate
Experience
Colony Realty Partners April 2012 - Present
Colony Realty Partners October 2006 - April 2012
Investors Bank & Trust April 2001 - August 2006
College Web Guide / Steamtunnels February 1999 - April 2001
Skills
Financial Modeling, Commercial Real Estate, Real Estate Financing, Compliance, Microsoft Excel, Investor Relations, Private Equity, Financial Analysis, Due Diligence, Asset Management, Portfolio Management, Investments, Real Estate Private..., Alternative Investments, Valuation
Education
Boston University 2003 — 2006
Master of Business Administration (MBA)
Boston University 1997 — 2001
Bachelor of Arts (BA), International Relations and Affairs
Colony Realty Partners April 2012 - Present
Colony Realty Partners October 2006 - April 2012
Investors Bank & Trust April 2001 - August 2006
College Web Guide / Steamtunnels February 1999 - April 2001
Skills
Financial Modeling, Commercial Real Estate, Real Estate Financing, Compliance, Microsoft Excel, Investor Relations, Private Equity, Financial Analysis, Due Diligence, Asset Management, Portfolio Management, Investments, Real Estate Private..., Alternative Investments, Valuation
Education
Boston University 2003 — 2006
Master of Business Administration (MBA)
Boston University 1997 — 2001
Bachelor of Arts (BA), International Relations and Affairs
Joe Schloesser Joe Schloesser's Investors Bank & Trust Experience August 2001 - March 2003
Job Director, Iron Mountain Data Centers
Industry Information Technology and Services
Experience
Iron Mountain January 2015 - Present
Iron Mountain December 2011 - December 2014
Iron Mountain October 2009 - December 2011
Countrywide Home Loans 2003 - 2008
Countrywide Home Loans July 2005 - June 2007
Bank of America March 2003 - December 2003
Investors Bank & Trust August 2001 - March 2003
Skills
Disaster Recovery, Information Management, Business Process..., Data Privacy, Litigation Support, Contingency Planning, Technical Product Sales, Leadership, Sales Process, Marketing Strategy, Salesforce.com, Business Development, Direct Sales, Risk Management, Relationship Management, Data Center, Storage Solutions, Federal Government, Large Systems..., Cloud Computing, New Business Development, Selling, Solution Selling, Strategic Partnerships, SaaS, Professional Services, Sales, Product Management, Team Building, Recruiting, Management
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston University - School of Management 1997 — 2001
BSBA, Finance and Management Information Systems
Iron Mountain January 2015 - Present
Iron Mountain December 2011 - December 2014
Iron Mountain October 2009 - December 2011
Countrywide Home Loans 2003 - 2008
Countrywide Home Loans July 2005 - June 2007
Bank of America March 2003 - December 2003
Investors Bank & Trust August 2001 - March 2003
Skills
Disaster Recovery, Information Management, Business Process..., Data Privacy, Litigation Support, Contingency Planning, Technical Product Sales, Leadership, Sales Process, Marketing Strategy, Salesforce.com, Business Development, Direct Sales, Risk Management, Relationship Management, Data Center, Storage Solutions, Federal Government, Large Systems..., Cloud Computing, New Business Development, Selling, Solution Selling, Strategic Partnerships, SaaS, Professional Services, Sales, Product Management, Team Building, Recruiting, Management
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston University - School of Management 1997 — 2001
BSBA, Finance and Management Information Systems
Amy Fontaine Amy Fontaine's Investors Bank & Trust Experience June 2001 - August 2007
Job Senior Fund Reporting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Investors Bank & Trust June 2001 - August 2007
Education
Brandeis University 2004 — 2006
Masters, Finance
Springfield College 1997 — 2001
Bachelors, Business Management
Fidelity Investments August 2007 - Present
Investors Bank & Trust June 2001 - August 2007
Education
Brandeis University 2004 — 2006
Masters, Finance
Springfield College 1997 — 2001
Bachelors, Business Management
Brendan Jordan's Investors Bank & Trust Experience November 2004 - November 2005
Job Business Development Manager at ExL Events, Inc.
Industry Pharmaceuticals
Experience
ExL Events, Inc. February 2015 - Present
Town Sports International November 2014 - January 2015
Strategic CS, LLC December 2011 - October 2014
Jordan Daniels Electrical Contractors , Inc January 2005 - January 2011
Investors Bank & Trust November 2004 - November 2005
Skills
Operations Management, Account Management, Account Reconciliation
Education
Boston University 2000 — 2004
Bachelor's degree, Psychology
Boston University 2000 — 2004
Psychology
ExL Events, Inc. February 2015 - Present
Town Sports International November 2014 - January 2015
Strategic CS, LLC December 2011 - October 2014
Jordan Daniels Electrical Contractors , Inc January 2005 - January 2011
Investors Bank & Trust November 2004 - November 2005
Skills
Operations Management, Account Management, Account Reconciliation
Education
Boston University 2000 — 2004
Bachelor's degree, Psychology
Boston University 2000 — 2004
Psychology
Casey Bach's Investors Bank & Trust Experience November 2003 - September 2005
Job Associate Director of Compliance at Van Eck
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs December 2014 - Present
MFS Investment Management June 2013 - November 2014
MFS Investment Management May 2012 - June 2013
MFS Investment Management March 2011 - May 2012
MFS Investment Management May 2007 - February 2011
MFS Investment Management September 2005 - May 2007
Investors Bank & Trust November 2003 - September 2005
Education
Boston University 2002 — 2003
MA, Mathematics
Boston University 1999 — 2003
BA, Mathematics
Van Eck Global Market Vectors ETFs December 2014 - Present
MFS Investment Management June 2013 - November 2014
MFS Investment Management May 2012 - June 2013
MFS Investment Management March 2011 - May 2012
MFS Investment Management May 2007 - February 2011
MFS Investment Management September 2005 - May 2007
Investors Bank & Trust November 2003 - September 2005
Education
Boston University 2002 — 2003
MA, Mathematics
Boston University 1999 — 2003
BA, Mathematics
Ryan Soucy, CFA's Investors Bank & Trust Experience August 2000 - March 2003
Job ALM/ERM Consultant at Conning Asset Management
Industry Investment Management
Experience
Conning Asset Management January 2008 - Present
SS&C Technologies September 2004 - January 2005
Standish Mellon Asset Management March 2004 - July 2004
Investors Bank & Trust August 2000 - March 2003
Skills
Bloomberg, Fixed Income, Asset Allocation, Asset Management, Investments, Access, Excel, Financial Reporting, Valuation, Accounting, Financial Modeling, Portfolio Management, VBA, SQL, Microsoft Office, Risk Management, Insurance, Analysis, Bonds, Word, PowerPoint, Economics, Fund Accounting, Forechecking/Backcheckin...
Education
Boston University - School of Management 1996 — 2000
BS, Operations Management, Organizational Behavior
Conning Asset Management January 2008 - Present
SS&C Technologies September 2004 - January 2005
Standish Mellon Asset Management March 2004 - July 2004
Investors Bank & Trust August 2000 - March 2003
Skills
Bloomberg, Fixed Income, Asset Allocation, Asset Management, Investments, Access, Excel, Financial Reporting, Valuation, Accounting, Financial Modeling, Portfolio Management, VBA, SQL, Microsoft Office, Risk Management, Insurance, Analysis, Bonds, Word, PowerPoint, Economics, Fund Accounting, Forechecking/Backcheckin...
Education
Boston University - School of Management 1996 — 2000
BS, Operations Management, Organizational Behavior
Vicki Mazza's Investors Bank & Trust Experience November 1990 - September 1993
Job Vice President, Operations Transformation at State Street
Industry Financial Services
Experience
State Street July 2012 - Present
State Street September 2011 - June 2012
People's United Bank March 2010 - October 2011
Danversbank - Private Wealth Group - Trust Services March 2010 - July 2011
Omgeo March 2001 - December 2008
DTCC March 2001 - May 2001
State Street 1993 - 2001
Investors Bank & Trust November 1990 - September 1993
Skills
SWIFT payments, Securities, Business Analysis, Relationship Management, Settlement, Salesforce.com, Project Management, Outsourcing, Global Custody, Requirements Gathering, Requirements Analysis, Financial Services, Derivatives, Banking, Fixed Income, Strategy, Risk Management, Equities, Strategic Planning, Back Office, CRM, Management, Hedge Funds, Investments, Payments, Foreign Exchange, Business Requirements, Bloomberg, Trading, Mutual Funds
Education
Bridgewater State University 1985 — 1990
BS
State Street July 2012 - Present
State Street September 2011 - June 2012
People's United Bank March 2010 - October 2011
Danversbank - Private Wealth Group - Trust Services March 2010 - July 2011
Omgeo March 2001 - December 2008
DTCC March 2001 - May 2001
State Street 1993 - 2001
Investors Bank & Trust November 1990 - September 1993
Skills
SWIFT payments, Securities, Business Analysis, Relationship Management, Settlement, Salesforce.com, Project Management, Outsourcing, Global Custody, Requirements Gathering, Requirements Analysis, Financial Services, Derivatives, Banking, Fixed Income, Strategy, Risk Management, Equities, Strategic Planning, Back Office, CRM, Management, Hedge Funds, Investments, Payments, Foreign Exchange, Business Requirements, Bloomberg, Trading, Mutual Funds
Education
Bridgewater State University 1985 — 1990
BS
Colin Kelley's Investors Bank & Trust Experience July 2002 - July 2003
Job Entrepreneur & Yoga Teacher
Industry Management Consulting
Experience
LeafLine Labs, LLC May 2015 - Present
Hiperos September 2014 - April 2015
Dun & Bradstreet April 2010 - September 2014
lululemon athletica 2012 - 2014
RCG HealthCare Consulting (Affiliated with Massachusetts General Hospital) January 2008 - April 2009
Dun & Bradstreet March 2006 - January 2008
Open Ratings (acquired by D&B) July 2004 - March 2006
Investors Bank & Trust July 2002 - July 2003
Wind River Capital Management June 2000 - June 2002
Skills
MS Office Suite, SnagIt, Social Media, Corporate Social..., Business Plan..., Financial Analysis, Supply Chain Consulting, Product Management, Pre-sales, Relationship Development, Start-ups, Windows, Inter-personal, Strategic Planning, Microsoft Office, Strategy, Business Analysis, Business Planning, Account Management, Management, Process Improvement, CRM, Business Development, Leadership, Enterprise Software, Training, Consulting, Analytics, Sales Operations, Entrepreneurship, Sales, Strategic Partnerships
Education
Bryant University 1998 — 2002
BSBA, Management & Finance
LeafLine Labs, LLC May 2015 - Present
Hiperos September 2014 - April 2015
Dun & Bradstreet April 2010 - September 2014
lululemon athletica 2012 - 2014
RCG HealthCare Consulting (Affiliated with Massachusetts General Hospital) January 2008 - April 2009
Dun & Bradstreet March 2006 - January 2008
Open Ratings (acquired by D&B) July 2004 - March 2006
Investors Bank & Trust July 2002 - July 2003
Wind River Capital Management June 2000 - June 2002
Skills
MS Office Suite, SnagIt, Social Media, Corporate Social..., Business Plan..., Financial Analysis, Supply Chain Consulting, Product Management, Pre-sales, Relationship Development, Start-ups, Windows, Inter-personal, Strategic Planning, Microsoft Office, Strategy, Business Analysis, Business Planning, Account Management, Management, Process Improvement, CRM, Business Development, Leadership, Enterprise Software, Training, Consulting, Analytics, Sales Operations, Entrepreneurship, Sales, Strategic Partnerships
Education
Bryant University 1998 — 2002
BSBA, Management & Finance
Holly McCleary's Investors Bank & Trust Experience February 1997 - July 2003
Job Operations Analyst at Citizens Bank
Industry Banking
Experience
Citizens Bank June 2008 - Present
Investors Bank & Trust February 1997 - July 2003
Skills
Banking, Customer Service, Financial Analysis, Risk Management, Management, Leadership, Business Analysis, Finance
Education
Bridgewater State University 1988 — 1995
Bachelor's Degree, Business Administration, Management and Operations
Bryant University 2014 — 2014
Certificate, Business Continuity Planning
Citizens Bank June 2008 - Present
Investors Bank & Trust February 1997 - July 2003
Skills
Banking, Customer Service, Financial Analysis, Risk Management, Management, Leadership, Business Analysis, Finance
Education
Bridgewater State University 1988 — 1995
Bachelor's Degree, Business Administration, Management and Operations
Bryant University 2014 — 2014
Certificate, Business Continuity Planning
Erik Nolan Erik Nolan's Investors Bank & Trust Experience June 2002 - August 2004
Job Quality Assurance Officer at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street Alternative Investment Solutions November 2012 - Present
State Street Bank March 2010 - November 2012
State Street Bank December 2007 - March 2010
Investors Bank & Trust June 2002 - August 2004
Skills
AML, Financial Services, Quality Assurance, Mutual Funds, Securities, Fixed Income, Bloomberg, Corporate Actions, Hedge Funds, Microsoft Excel
Education
Boston University School of Law 2004 — 2007
Doctor of Law (J.D.), Business Organizations and Finance Law
Stonehill College 1998 — 2002
Bachelor of Arts (B.A.), Philosophy
State Street Alternative Investment Solutions November 2012 - Present
State Street Bank March 2010 - November 2012
State Street Bank December 2007 - March 2010
Investors Bank & Trust June 2002 - August 2004
Skills
AML, Financial Services, Quality Assurance, Mutual Funds, Securities, Fixed Income, Bloomberg, Corporate Actions, Hedge Funds, Microsoft Excel
Education
Boston University School of Law 2004 — 2007
Doctor of Law (J.D.), Business Organizations and Finance Law
Stonehill College 1998 — 2002
Bachelor of Arts (B.A.), Philosophy
Jeffrey Schurgin Jeffrey Schurgin's Investors Bank & Trust Experience September 2001 - July 2007
Job Solution Director at HS2 Solutions
Industry Information Technology and Services
Experience
HS2 Solutions January 2014 - Present
State Street July 2007 - January 2014
Investors Bank & Trust September 2001 - July 2007
XOR Inc. March 1998 - September 2001
Accenture September 1994 - February 1998
Education
Boston University
Project Management Certificate
Cornell University 1993 — 1994
Master of Engineering (MEng), Electrical and Electronics Engineering
Cornell University 1989 — 1993
Bachelor of Science (B.S.), Electrical and Electronics Engineering
HS2 Solutions January 2014 - Present
State Street July 2007 - January 2014
Investors Bank & Trust September 2001 - July 2007
XOR Inc. March 1998 - September 2001
Accenture September 1994 - February 1998
Education
Boston University
Project Management Certificate
Cornell University 1993 — 1994
Master of Engineering (MEng), Electrical and Electronics Engineering
Cornell University 1989 — 1993
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Angela Lannin Angela Lannin's Investors Bank & Trust Experience June 2005 - December 2006
Job Regional Product Manager at Omgeo
Industry Computer Software
Experience
Omgeo February 2013 - Present
Omgeo September 2008 - January 2013
Omgeo July 2007 - September 2008
Investors Bank & Trust Co April 2004 - July 2007
Investors Bank & Trust June 2005 - December 2006
Investors Bank & Trust April 2004 - June 2005
Brown Brothers Harriman August 1999 - April 2004
Skills
Requirements Gathering, Product Management, Quality Assurance, Integration, Leadership, Team Management, Cross-functional Team..., Business Requirements, Management, SDLC, Business Analysis, Software Project..., Requirements Analysis, Financial Services, Project Management
Education
Boston University 2005 — 2005
Certificate in Applied Project Management, Project Management
Suffolk University 2002 — 2002
University of Massachusetts, Amherst 1995 — 1997
Elementary Education Certification, Elementary Education and Teaching
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science, Speech Pathology
Omgeo February 2013 - Present
Omgeo September 2008 - January 2013
Omgeo July 2007 - September 2008
Investors Bank & Trust Co April 2004 - July 2007
Investors Bank & Trust June 2005 - December 2006
Investors Bank & Trust April 2004 - June 2005
Brown Brothers Harriman August 1999 - April 2004
Skills
Requirements Gathering, Product Management, Quality Assurance, Integration, Leadership, Team Management, Cross-functional Team..., Business Requirements, Management, SDLC, Business Analysis, Software Project..., Requirements Analysis, Financial Services, Project Management
Education
Boston University 2005 — 2005
Certificate in Applied Project Management, Project Management
Suffolk University 2002 — 2002
University of Massachusetts, Amherst 1995 — 1997
Elementary Education Certification, Elementary Education and Teaching
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science, Speech Pathology
Scott Reilly's Investors Bank & Trust Experience October 2006 - July 2007
Job Senior Category Leader Software & Professional Services at Thermo Fisher Scientific
Industry Medical Devices
Experience
Thermo Fisher Scientific January 2013 - Present
Iron Mountain July 2008 - December 2012
MFS Investment Management November 2007 - July 2008
Investors Bank & Trust October 2006 - July 2007
Rainen Law Office PC February 2003 - October 2006
Skills
Business Case..., Strategic Sourcing, Data Analysis, Purchasing, Procurement, Contract Negotiation, Vendor Management, Negotiation, Sourcing, Budgets, Process Improvement, Team Leadership, Management, Strategic Planning, Leadership
Education
Bridgewater State University 1997 — 2002
Bachelor of Science, Political Science
North Andover 1993 — 1997
Thermo Fisher Scientific January 2013 - Present
Iron Mountain July 2008 - December 2012
MFS Investment Management November 2007 - July 2008
Investors Bank & Trust October 2006 - July 2007
Rainen Law Office PC February 2003 - October 2006
Skills
Business Case..., Strategic Sourcing, Data Analysis, Purchasing, Procurement, Contract Negotiation, Vendor Management, Negotiation, Sourcing, Budgets, Process Improvement, Team Leadership, Management, Strategic Planning, Leadership
Education
Bridgewater State University 1997 — 2002
Bachelor of Science, Political Science
North Andover 1993 — 1997
James Gaynor's Investors Bank & Trust Experience September 2004 - August 2005
Job Senior Associate Consultant
Industry Management Consulting
Experience
Beacon Consulting Group November 2012 - Present
Deutsche Bank January 2012 - October 2012
Deutsche Bank February 2008 - December 2011
Hedgeworks LLC December 2005 - February 2008
Investors Bank & Trust September 2004 - August 2005
Skills
Financial Reporting, Hedge Funds, Investments, Accounting, Mutual Funds, Valuation, Auditing, Fund Of Funds, Financial Analysis, Analysis, Fixed Income, Bloomberg, Account Reconciliation, Equities, Alternative Investments, Due Diligence, Asset Allocation
Education
Boston University - School of Management 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Beacon Consulting Group November 2012 - Present
Deutsche Bank January 2012 - October 2012
Deutsche Bank February 2008 - December 2011
Hedgeworks LLC December 2005 - February 2008
Investors Bank & Trust September 2004 - August 2005
Skills
Financial Reporting, Hedge Funds, Investments, Accounting, Mutual Funds, Valuation, Auditing, Fund Of Funds, Financial Analysis, Analysis, Fixed Income, Bloomberg, Account Reconciliation, Equities, Alternative Investments, Due Diligence, Asset Allocation
Education
Boston University - School of Management 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Alessandra Aristizabal-Brophy's Investors Bank & Trust Experience May 2006 - September 2007
Job Regulatory Reporting Manager at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
State Street November 2010 - October 2014
State Street September 2007 - November 2010
Investors Bank & Trust May 2006 - September 2007
Citizens Bank November 2004 - January 2006
ABN AMRO Bank N.V. February 1999 - January 2002
Skills
Account Reconciliation, Mutual Funds, Fund Accounting, Investments, General Ledger, Auditing, Brazilian Portuguese, Financial Reporting
Education
Brandeis International Business School 2008 — 2010
Master
Göteborg University 2003 — 2004
Certificate
UNICAP, Catholic University of Pernambuco 1991 — 2003
Bachelor's of Science
Harvard University 2002 — 2002
Certificate
State Street October 2014 - Present
State Street November 2010 - October 2014
State Street September 2007 - November 2010
Investors Bank & Trust May 2006 - September 2007
Citizens Bank November 2004 - January 2006
ABN AMRO Bank N.V. February 1999 - January 2002
Skills
Account Reconciliation, Mutual Funds, Fund Accounting, Investments, General Ledger, Auditing, Brazilian Portuguese, Financial Reporting
Education
Brandeis International Business School 2008 — 2010
Master
Göteborg University 2003 — 2004
Certificate
UNICAP, Catholic University of Pernambuco 1991 — 2003
Bachelor's of Science
Harvard University 2002 — 2002
Certificate
Richard Curran Richard Curran's Investors Bank & Trust Experience March 2002 - June 2005
Job ETFs WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management June 2013 - Present
Brown Brothers Harriman July 2012 - June 2013
MFS Investment Management April 2008 - July 2012
WisdomTree Asset Management June 2007 - April 2008
State Street Global Advisors July 2005 - June 2007
Investors Bank & Trust March 2002 - June 2005
Skills
Mutual Funds, Investments, Equities, ETFs, Alternative Investments, Financial Services, Series 63, Securities, Relationship Management, Investment Strategies, Bloomberg, Series 6, Asset Management, Asset Managment, Financial Markets, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
Brandeis University
Master of Science (MS), Finance
Saint Anselm College 1998 — 2001
BA, Business Administration
Northeastern University 1996 — 1998
Business Administration
Coyle & Cassidy 1992 — 1996
WisdomTree Asset Management June 2013 - Present
Brown Brothers Harriman July 2012 - June 2013
MFS Investment Management April 2008 - July 2012
WisdomTree Asset Management June 2007 - April 2008
State Street Global Advisors July 2005 - June 2007
Investors Bank & Trust March 2002 - June 2005
Skills
Mutual Funds, Investments, Equities, ETFs, Alternative Investments, Financial Services, Series 63, Securities, Relationship Management, Investment Strategies, Bloomberg, Series 6, Asset Management, Asset Managment, Financial Markets, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
Brandeis University
Master of Science (MS), Finance
Saint Anselm College 1998 — 2001
BA, Business Administration
Northeastern University 1996 — 1998
Business Administration
Coyle & Cassidy 1992 — 1996
Helen Ng's Investors Bank & Trust Experience May 2000 - March 2001
Job Part Time Freelancer
Industry Individual & Family Services
Experience
H&R Block December 2014 - April 2015
State Street September 2013 - December 2013
State Street October 2010 - May 2013
Deutsche Bank March 2001 - September 2010
Investors Bank & Trust May 2000 - March 2001
The Medical Foundation June 1999 - February 2000
Skills
Corporate Actions, Financial Services, Middle Office, Back Office, Fixed Income, Mutual Funds, Fund Accounting, Equities, Bloomberg, Swaps, Account Reconciliation, Quantitative Finance, Derivatives, Bonds, FX Options, Fund Of Funds, Investment Banking, Critical Thinking, Leadership, Problem Solving, Learning Quickly, Timely Decision Making, Relationship Management, Client Service Oriented, Problem Management, Microsoft Excel, Multi Tasking, Business Decision Making, Operational Oversight, Offshore Outsourcing, Asset Management, Chinese culture, Financial Accounting, Capital Markets, ETFs, Reference Data, Analysis, Tax Preparation, Income Tax, Tax Returns, Securities
Education
Boston University Questrom School of Business 1996 — 2000
BS, Business Administration, Concentration in Finance
Boston University Questrom School of Business 1996 — 2000
Bachelor's degree, Finance, General
H&R Block December 2014 - April 2015
State Street September 2013 - December 2013
State Street October 2010 - May 2013
Deutsche Bank March 2001 - September 2010
Investors Bank & Trust May 2000 - March 2001
The Medical Foundation June 1999 - February 2000
Skills
Corporate Actions, Financial Services, Middle Office, Back Office, Fixed Income, Mutual Funds, Fund Accounting, Equities, Bloomberg, Swaps, Account Reconciliation, Quantitative Finance, Derivatives, Bonds, FX Options, Fund Of Funds, Investment Banking, Critical Thinking, Leadership, Problem Solving, Learning Quickly, Timely Decision Making, Relationship Management, Client Service Oriented, Problem Management, Microsoft Excel, Multi Tasking, Business Decision Making, Operational Oversight, Offshore Outsourcing, Asset Management, Chinese culture, Financial Accounting, Capital Markets, ETFs, Reference Data, Analysis, Tax Preparation, Income Tax, Tax Returns, Securities
Education
Boston University Questrom School of Business 1996 — 2000
BS, Business Administration, Concentration in Finance
Boston University Questrom School of Business 1996 — 2000
Bachelor's degree, Finance, General
Channa Srey Channa Srey's Investors Bank & Trust Experience 2004 - 2005
Job College and Career Pathways Manager at The Possible Project
Industry Education Management
Experience
The Possible Project September 2013 - Present
Massachusetts Educational Opportunity Association 2009 - Present
Community Minority Cultural Center 2008 - Present
Brown University 2005 - Present
Boston University July 2012 - August 2012
New England Board of Higher Education September 2011 - May 2012
North Shore Community College March 2007 - August 2011
New England Educational Opportunity Association 2010 - 2011
Boston University June 2008 - August 2008
Investors Bank & Trust 2004 - 2005
Skills
Educational Leadership, Change Management, Social Entrepreneurship, Organizational..., Non-profits, Nonprofits, Higher Education, Career Counseling, Public Speaking, Event Planning, Admissions, Research, Program Development, Teaching, Policy, Leadership, Program Evaluation
Education
Harvard University 2011 — 2012
Ed.M., Education Policy & Management
Brown University 1999 — 2003
A.B., Business Economics
The Possible Project September 2013 - Present
Massachusetts Educational Opportunity Association 2009 - Present
Community Minority Cultural Center 2008 - Present
Brown University 2005 - Present
Boston University July 2012 - August 2012
New England Board of Higher Education September 2011 - May 2012
North Shore Community College March 2007 - August 2011
New England Educational Opportunity Association 2010 - 2011
Boston University June 2008 - August 2008
Investors Bank & Trust 2004 - 2005
Skills
Educational Leadership, Change Management, Social Entrepreneurship, Organizational..., Non-profits, Nonprofits, Higher Education, Career Counseling, Public Speaking, Event Planning, Admissions, Research, Program Development, Teaching, Policy, Leadership, Program Evaluation
Education
Harvard University 2011 — 2012
Ed.M., Education Policy & Management
Brown University 1999 — 2003
A.B., Business Economics
Selin Alpogan Arslan Selin Alpogan Arslan's Investors Bank & Trust Experience 2004 - 2005
Job Strategic Planner
Industry Design
Experience
Sasaki Associates July 2012 - Present
Investors Bank & Trust / State Street Corporation 2005 - 2007
Investors Bank & Trust 2004 - 2005
Investors Bank & Trust 1999 - 2004
Investors Bank & Trust 1997 - 1999
Skills
Business Analysis, Project Management, Space-planning, SketchUp, AutoCAD, Space planning, Strategy, Management, Interior Design, Data Analysis, Urban Planning, Project Planning, Research, Architecture, Space Planning, Analysis
Education
Rhode Island School of Design 2007 — 2010
Certificate, Interior Design
Boston University 1998 — 2001
Master of Science (M.S.), Computer Information Systems
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1997
Bachelor of Arts (B.A.), International Business
Sasaki Associates July 2012 - Present
Investors Bank & Trust / State Street Corporation 2005 - 2007
Investors Bank & Trust 2004 - 2005
Investors Bank & Trust 1999 - 2004
Investors Bank & Trust 1997 - 1999
Skills
Business Analysis, Project Management, Space-planning, SketchUp, AutoCAD, Space planning, Strategy, Management, Interior Design, Data Analysis, Urban Planning, Project Planning, Research, Architecture, Space Planning, Analysis
Education
Rhode Island School of Design 2007 — 2010
Certificate, Interior Design
Boston University 1998 — 2001
Master of Science (M.S.), Computer Information Systems
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1997
Bachelor of Arts (B.A.), International Business
Lauren Scafidi Lauren Scafidi's Investors Bank & Trust Experience 2001 - 2004
Job Accounting Associate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Marathon Sports 2009 - Present
MFS Investment Management 2005 - 2009
State Street 2004 - 2005
Investors Bank & Trust 2001 - 2004
Skills
Microsoft Office, PowerPoint, Mutual Funds, Project Management, Financial Analysis, Research, Team Building, Strategic Planning, Data Analysis, Finance, Outlook, Management, Analysis, Customer Service, Sales, Coaching, Accounting, Financial Reporting, Time Management, Leadership, Business Development, Start-ups
Education
Boston University 2000 — 2001
Master of Science (M.S.), Journalism
Moravian College 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
Sun Life Financial April 2013 - Present
Marathon Sports 2009 - Present
MFS Investment Management 2005 - 2009
State Street 2004 - 2005
Investors Bank & Trust 2001 - 2004
Skills
Microsoft Office, PowerPoint, Mutual Funds, Project Management, Financial Analysis, Research, Team Building, Strategic Planning, Data Analysis, Finance, Outlook, Management, Analysis, Customer Service, Sales, Coaching, Accounting, Financial Reporting, Time Management, Leadership, Business Development, Start-ups
Education
Boston University 2000 — 2001
Master of Science (M.S.), Journalism
Moravian College 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
Elish Patel's Investors Bank & Trust Experience August 2006 - January 2007
Job Director of Digital Product Marketing at Peak Design LLC
Industry Marketing and Advertising
Experience
AppMesh Inc. October 2013 - November 2014
American Express 2010 - 2012
Deloitte 2007 - 2009
Investors Bank & Trust August 2006 - January 2007
GE Energy 2001 - 2003
Skills
Strategy, Competitive Analysis, Market Research, Start-ups, Product Development, Financial Analysis, Cross-functional Team..., Business Development, Business Planning, Business Analysis, Leadership, Project Management, Data Analysis, Financial Modeling, Management, Analytics, Marketing Strategy
Education
Boston University 2005 — 2007
M.A., Economics
Georgia Institute of Technology 2000 — 2004
B.Sc., Mechanical Engineering
AppMesh Inc. October 2013 - November 2014
American Express 2010 - 2012
Deloitte 2007 - 2009
Investors Bank & Trust August 2006 - January 2007
GE Energy 2001 - 2003
Skills
Strategy, Competitive Analysis, Market Research, Start-ups, Product Development, Financial Analysis, Cross-functional Team..., Business Development, Business Planning, Business Analysis, Leadership, Project Management, Data Analysis, Financial Modeling, Management, Analytics, Marketing Strategy
Education
Boston University 2005 — 2007
M.A., Economics
Georgia Institute of Technology 2000 — 2004
B.Sc., Mechanical Engineering
Peter A. Newell, CFA Peter A. Newell, CFA's Investors Bank & Trust Experience September 1999 - June 2000
Job Trading Operations Specialist at Wells Capital Management
Industry Investment Management
Experience
RCG Ardis Capital February 2007 - December 2008
The Boston Company July 2003 - June 2006
Standish Mellon Asset Management June 2000 - June 2003
Investors Bank & Trust September 1999 - June 2000
Skills
Investments, CTM, Charles River IMS, Trading Operations, Trading, Bloomberg, Equities, Program Trading, RediPlus, Derivative Operations, Microsoft Office, MySQL, R, FX Operations, Risk Management, Financial Analysis
Education
Boston University - School of Management 2002 — 2006
MBA
University of Vermont 1995 — 1999
B.S., Business Administration
RCG Ardis Capital February 2007 - December 2008
The Boston Company July 2003 - June 2006
Standish Mellon Asset Management June 2000 - June 2003
Investors Bank & Trust September 1999 - June 2000
Skills
Investments, CTM, Charles River IMS, Trading Operations, Trading, Bloomberg, Equities, Program Trading, RediPlus, Derivative Operations, Microsoft Office, MySQL, R, FX Operations, Risk Management, Financial Analysis
Education
Boston University - School of Management 2002 — 2006
MBA
University of Vermont 1995 — 1999
B.S., Business Administration
Bruce Albertelly Bruce Albertelly's Investors Bank & Trust Experience May 2004 - July 2007
Job
Industry Financial Services
Experience
Syntel Inc. September 2009 - Present
State Street July 2007 - March 2009
Investors Bank & Trust May 2004 - July 2007
Santeon Inc. January 2003 - February 2004
Digital-Compaq-HP 1996 - 2003
Hewlett-Packard 1986 - 2003
US Navy 1972 - 1995
Electronic Data Systems 1980 - 1984
Skills
PMO, IT Operations, Architecture, Data Center, Software Development, Infrastructure, Financial Services, IT Strategy, Vendor Management, Offshoring, SaaS, Program Management, Outsourcing, Process Improvement, Risk Management
Education
Bryant University
Bachelor of Science (BS)
Syntel Inc. September 2009 - Present
State Street July 2007 - March 2009
Investors Bank & Trust May 2004 - July 2007
Santeon Inc. January 2003 - February 2004
Digital-Compaq-HP 1996 - 2003
Hewlett-Packard 1986 - 2003
US Navy 1972 - 1995
Electronic Data Systems 1980 - 1984
Skills
PMO, IT Operations, Architecture, Data Center, Software Development, Infrastructure, Financial Services, IT Strategy, Vendor Management, Offshoring, SaaS, Program Management, Outsourcing, Process Improvement, Risk Management
Education
Bryant University
Bachelor of Science (BS)
Janet Gee's Investors Bank & Trust Experience June 2004 - September 2005
Job Senior Financial Analyst at Akamai Technologies
Industry Internet
Experience
Akamai Technologies March 2015 - Present
Akamai Technologies November 2010 - Present
Pepsi Beverages Company August 2007 - September 2010
BISYS Fund Services September 2005 - August 2007
Investors Bank & Trust June 2004 - September 2005
Skills
Financial Analysis, Essbase, Microsoft Excel, Business Objects, Forecasting, Strategic Financial..., Data Analysis
Education
Boston University Questrom School of Business 2000 — 2004
BSBA, Accounting
Akamai Technologies March 2015 - Present
Akamai Technologies November 2010 - Present
Pepsi Beverages Company August 2007 - September 2010
BISYS Fund Services September 2005 - August 2007
Investors Bank & Trust June 2004 - September 2005
Skills
Financial Analysis, Essbase, Microsoft Excel, Business Objects, Forecasting, Strategic Financial..., Data Analysis
Education
Boston University Questrom School of Business 2000 — 2004
BSBA, Accounting
Adam Freedman Adam Freedman's Investors Bank & Trust Experience June 2006 - August 2007
Job Finance Manager at Bain Capital
Industry Financial Services
Experience
Bain Capital July 2012 - Present
Bain Capital July 2008 - June 2012
State Street Bank December 2007 - July 2008
State Street Bank August 2007 - December 2007
Investors Bank & Trust June 2006 - August 2007
Investors Bank & Trust May 2005 - May 2006
Investors Bank & Trust February 2005 - May 2005
Investors Bank & Trust June 2004 - February 2005
Investors Bank & Trust August 2003 - June 2004
Education
Boston University Graduate School of Management 2006 — 2010
Master of Business Administration (M.B.A.), Finance concentration
Colby College 1999 — 2003
BA, Major: Economics Minor: Administrative Science
Boston University Questrom School of Business
Bain Capital July 2012 - Present
Bain Capital July 2008 - June 2012
State Street Bank December 2007 - July 2008
State Street Bank August 2007 - December 2007
Investors Bank & Trust June 2006 - August 2007
Investors Bank & Trust May 2005 - May 2006
Investors Bank & Trust February 2005 - May 2005
Investors Bank & Trust June 2004 - February 2005
Investors Bank & Trust August 2003 - June 2004
Education
Boston University Graduate School of Management 2006 — 2010
Master of Business Administration (M.B.A.), Finance concentration
Colby College 1999 — 2003
BA, Major: Economics Minor: Administrative Science
Boston University Questrom School of Business
Blen Wolde Aregay Blen Wolde Aregay's Investors Bank & Trust Experience December 2005 - November 2006
Job at
Industry Real Estate
Experience
Cartica Capital August 2013 - Present
W.C. & A.N. Miller Companies (A Long & Foster Co.) September 2011 - Present
MV Financial Group December 2011 - July 2013
Plaza Hotel September 2009 - February 2010
State Street December 2006 - August 2009
Investors Bank & Trust December 2005 - November 2006
Investors Bank & Trust September 2004 - November 2005
Skills
Financial Modeling, First Time Home Buyers, Financial Analysis, Investments, Investment Properties, Negotiation, Contract Negotiation, Analysis, Budgets, Account Reconciliation
Education
Brandeis University 2006 — 2008
MSF, Masters in Finance - International Investments
University of Massachusetts Boston 2000 — 2003
BS, Management
Cartica Capital August 2013 - Present
W.C. & A.N. Miller Companies (A Long & Foster Co.) September 2011 - Present
MV Financial Group December 2011 - July 2013
Plaza Hotel September 2009 - February 2010
State Street December 2006 - August 2009
Investors Bank & Trust December 2005 - November 2006
Investors Bank & Trust September 2004 - November 2005
Skills
Financial Modeling, First Time Home Buyers, Financial Analysis, Investments, Investment Properties, Negotiation, Contract Negotiation, Analysis, Budgets, Account Reconciliation
Education
Brandeis University 2006 — 2008
MSF, Masters in Finance - International Investments
University of Massachusetts Boston 2000 — 2003
BS, Management
William Costello, CFA William Costello, CFA's Investors Bank & Trust Experience 1987 - 1992
Job at Westwood Holdings
Industry Investment Management
Experience
Westwood Holdings Group July 2010 - Present
Bull Run Energy Research January 2010 - July 2010
The Boston Company December 1997 - January 2009
The Boston Company Asset Management, LLC 1997 - 2009
Delphi Management December 1992 - December 1997
Investors Bank & Trust 1987 - 1992
Skills
Security Analysis, Stock Picking, Energy, Portfolio Management, Securities, Analysis, Equity Research, Equity Valuation, Equities, Bloomberg, Investment Strategies, Capital Markets, Asset Management, Valuation, Financial Modeling, Financial Analysis, Asset Allocation, Financial Markets, Investment Management, Investments, Mutual Funds
Education
Boston University Questrom School of Business 1985 — 1987
mba, finance
Marietta College 1978 — 1982
ba, economics
Waltham High School 1974 — 1978
Westwood Holdings Group July 2010 - Present
Bull Run Energy Research January 2010 - July 2010
The Boston Company December 1997 - January 2009
The Boston Company Asset Management, LLC 1997 - 2009
Delphi Management December 1992 - December 1997
Investors Bank & Trust 1987 - 1992
Skills
Security Analysis, Stock Picking, Energy, Portfolio Management, Securities, Analysis, Equity Research, Equity Valuation, Equities, Bloomberg, Investment Strategies, Capital Markets, Asset Management, Valuation, Financial Modeling, Financial Analysis, Asset Allocation, Financial Markets, Investment Management, Investments, Mutual Funds
Education
Boston University Questrom School of Business 1985 — 1987
mba, finance
Marietta College 1978 — 1982
ba, economics
Waltham High School 1974 — 1978
Aimee (Cmar) Soucy's Investors Bank & Trust Experience August 2000 - July 2004
Job Senior Consultant at The Hartford
Industry Financial Services
Experience
The Hartford May 2014 - Present
The Hartford August 2004 - April 2014
Investors Bank & Trust August 2000 - July 2004
Reliance Insurance June 1998 - June 2000
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Actuarial Science, Toastmasters, Presentations, Insurance, associate in claims, Property Claims, Auto Claims, Mathematics, Tutoring, Organization, TM1, SharePoint, Data Analysis
Education
Boston University 2001 — 2004
Master of Business Administration (MBA), Finance, General
The College of William and Mary 1994 — 1998
Bachelor's degree, Mathematics
The Hartford May 2014 - Present
The Hartford August 2004 - April 2014
Investors Bank & Trust August 2000 - July 2004
Reliance Insurance June 1998 - June 2000
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Actuarial Science, Toastmasters, Presentations, Insurance, associate in claims, Property Claims, Auto Claims, Mathematics, Tutoring, Organization, TM1, SharePoint, Data Analysis
Education
Boston University 2001 — 2004
Master of Business Administration (MBA), Finance, General
The College of William and Mary 1994 — 1998
Bachelor's degree, Mathematics
Todd Jundi Todd Jundi's Investors Bank & Trust Experience 2006 - 2007
Job Senior Vice President, Chief Compliance Officer at Welch & Forbes LLC
Industry Investment Management
Experience
Welch & Forbes LLC January 2010 - Present
Deloitte 2007 - December 2010
Investors Bank & Trust 2006 - 2007
Deloitte 2003 - 2006
MFS Investment Management 1993 - 2002
Skills
Mutual Funds, Asset Managment, Financial Services, Risk Management, AML, Internal Controls, Process Improvement, Due Diligence, Vendor Management, Investment Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2003
MBA, Executive Program - Technology & Innovation
Boston University 1995 — 1999
B.S., Management - Accounting Concentration
University of New Hampshire 1986 — 1991
B.A., Political Science
Welch & Forbes LLC January 2010 - Present
Deloitte 2007 - December 2010
Investors Bank & Trust 2006 - 2007
Deloitte 2003 - 2006
MFS Investment Management 1993 - 2002
Skills
Mutual Funds, Asset Managment, Financial Services, Risk Management, AML, Internal Controls, Process Improvement, Due Diligence, Vendor Management, Investment Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2003
MBA, Executive Program - Technology & Innovation
Boston University 1995 — 1999
B.S., Management - Accounting Concentration
University of New Hampshire 1986 — 1991
B.A., Political Science
Jim Tooley Jim Tooley's Investors Bank & Trust Experience 2004 - 2004
Job Resource Manager Sr Specialist at Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting 2012 - Present
Hitachi Consulting (formerly Celerant Consulting Inc.) 2008 - 2012
DNC-Boston @ TD Garden 2006 - 2008
State Street 2006 - 2006
Special Olympics Massachusetts 2005 - 2005
Investors Bank & Trust 2004 - 2004
Skills
Contract Recruitment, Contractual Agreements, Temporary Staffing, Sourcing, Recruiting, Customer Service, HRIS, Talent Acquisition, Staffing Services, College Recruiting, Human Resources, Resource Management, Change Management, Training, Onboarding, Management Consulting, Applicant Tracking..., Employee Engagement, Management, Consulting, Employment Law, HR Policies, Personnel Management, Leadership Development, Business Process Mapping, Organizational Design, Business Process, Leadership, Performance Improvement, Strategy, Employee Training, Behavioral Interviewing, Interviews, Culture Change, Outsourcing, Talent Management, SDLC, Business Process..., Acquisition Integration, Operational Excellence, Screening, Executive Search, Temporary Placement
Education
Bridgewater State University 2001 — 2005
Bachelor of Arts (B.A.), Organizational Communication, General, Minored in Business Administration and Management, Cum Laude Graduate
The Manchester Metropolitan University
Hitachi Consulting 2012 - Present
Hitachi Consulting (formerly Celerant Consulting Inc.) 2008 - 2012
DNC-Boston @ TD Garden 2006 - 2008
State Street 2006 - 2006
Special Olympics Massachusetts 2005 - 2005
Investors Bank & Trust 2004 - 2004
Skills
Contract Recruitment, Contractual Agreements, Temporary Staffing, Sourcing, Recruiting, Customer Service, HRIS, Talent Acquisition, Staffing Services, College Recruiting, Human Resources, Resource Management, Change Management, Training, Onboarding, Management Consulting, Applicant Tracking..., Employee Engagement, Management, Consulting, Employment Law, HR Policies, Personnel Management, Leadership Development, Business Process Mapping, Organizational Design, Business Process, Leadership, Performance Improvement, Strategy, Employee Training, Behavioral Interviewing, Interviews, Culture Change, Outsourcing, Talent Management, SDLC, Business Process..., Acquisition Integration, Operational Excellence, Screening, Executive Search, Temporary Placement
Education
Bridgewater State University 2001 — 2005
Bachelor of Arts (B.A.), Organizational Communication, General, Minored in Business Administration and Management, Cum Laude Graduate
The Manchester Metropolitan University
Michael Gosselin's Investors Bank & Trust Experience 1994 - 2007
Job Financial Services Manager/ Client Services/ Securities Finance
Industry Financial Services
Experience
State Street Bank & Trust 2011 - 2014
State Street Bank & Trust 2007 - 2009
Investors Bank & Trust 1994 - 2007
Boston Safe Deposit & Trust 1983 - 1994
Skills
Bloomberg, Accounting, Team Building, Loans, Executive Management, Mutual Funds, Trading, Financial Services, Hedge Funds, Risk Management, Strategic Planning, Alternative Investments, Derivatives, Training, Leadership, Relationship Management, Portfolio Management
Education
Bridgewater State College
Bachelor of Arts
State Street Bank & Trust 2011 - 2014
State Street Bank & Trust 2007 - 2009
Investors Bank & Trust 1994 - 2007
Boston Safe Deposit & Trust 1983 - 1994
Skills
Bloomberg, Accounting, Team Building, Loans, Executive Management, Mutual Funds, Trading, Financial Services, Hedge Funds, Risk Management, Strategic Planning, Alternative Investments, Derivatives, Training, Leadership, Relationship Management, Portfolio Management
Education
Bridgewater State College
Bachelor of Arts
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
Alex Provencal Alex Provencal's Investors Bank & Trust Experience 2005 - 2007
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street Bank March 2010 - Present
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Fund Accounting, Financial Modeling, Mutual Funds, Excel, PowerPoint, Reconciliation, Equities, Word, Derivatives, Microsoft Office, Accounting
Education
Boston University - School of Management 2011 — 2012
Graduate-MSIM, Invesment Management
University of New Hampshire 2001 — 2005
BS, Management
State Street Bank March 2010 - Present
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Fund Accounting, Financial Modeling, Mutual Funds, Excel, PowerPoint, Reconciliation, Equities, Word, Derivatives, Microsoft Office, Accounting
Education
Boston University - School of Management 2011 — 2012
Graduate-MSIM, Invesment Management
University of New Hampshire 2001 — 2005
BS, Management
Anaiah Eilen's Investors Bank & Trust Experience November 2005 - July 2007
Job Domestic Diva
Industry Health, Wellness and Fitness
Experience
Natural Grocers by Vitamin Cottage.com May 2012 - September 2012
Natural Grocers by Vitamin Cottage January 2010 - February 2012
Natural Grocers by Vitamin Cottage.com October 2009 - January 2010
The Element Center for Integrative Health March 2008 - October 2008
Investors Bank & Trust November 2005 - July 2007
Skills
Marketing, Customer Service, PowerPoint, Microsoft Excel, Sales
Education
Nutrition Therapy Institute 2008 — 2009
Nutrition Therapy Practitioner, Nutrition Therapy
Boston University - School of Management 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Marketing and International Management
Natural Grocers by Vitamin Cottage.com May 2012 - September 2012
Natural Grocers by Vitamin Cottage January 2010 - February 2012
Natural Grocers by Vitamin Cottage.com October 2009 - January 2010
The Element Center for Integrative Health March 2008 - October 2008
Investors Bank & Trust November 2005 - July 2007
Skills
Marketing, Customer Service, PowerPoint, Microsoft Excel, Sales
Education
Nutrition Therapy Institute 2008 — 2009
Nutrition Therapy Practitioner, Nutrition Therapy
Boston University - School of Management 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Marketing and International Management
Amy S. Trainor Amy S. Trainor's Investors Bank & Trust Experience August 2008 - September 2009
Job Financial Analyst at Bank of the West
Industry Financial Services
Experience
Bank of the West December 2012 - Present
Bank of the West May 2011 - November 2012
Investors Bank & Trust August 2008 - September 2009
Investors Bank & Trust September 2004 - August 2008
State Street October 2000 - September 2004
Education
University of California, Berkeley 2014 — 2014
PMP/CAPM, Project Management
Boston University 2009 — 2010
Master of Arts, Economics
Harvard Extension School 2006 — 2007
Mathematics
Boston University 1995 — 1999
Bachelor of Arts, Economics, French Minor, Cum Laude
Greenwich High School 1991 — 1994
Diploma
Bank of the West December 2012 - Present
Bank of the West May 2011 - November 2012
Investors Bank & Trust August 2008 - September 2009
Investors Bank & Trust September 2004 - August 2008
State Street October 2000 - September 2004
Education
University of California, Berkeley 2014 — 2014
PMP/CAPM, Project Management
Boston University 2009 — 2010
Master of Arts, Economics
Harvard Extension School 2006 — 2007
Mathematics
Boston University 1995 — 1999
Bachelor of Arts, Economics, French Minor, Cum Laude
Greenwich High School 1991 — 1994
Diploma
Peter Foersterling Peter Foersterling's Investors Bank & Trust Experience November 2005 - May 2006
Job Financial Services Professional
Industry Financial Services
Experience
Winter Wyman 2000 - 2011
The Revolution Group 2000 - 2011
Brown Brothers Harriman May 2010 - July 2010
State Street Corporation, Securities Lending and Risk Management January 2008 - March 2009
CitiStreet (ING), Retirement Services February 2007 - October 2007
Analysis Factory July 2006 - January 2007
Investors Bank & Trust November 2005 - May 2006
CitiStreet (ING), Retirement Services March 2005 - October 2005
Commonwealth of Massachusetts March 2004 - January 2005
Neighborhood Assistance Corporation of America, National Office May 2002 - November 2003
Education
Boston University
B.S, Mechanical Engineering
MacMurray College
Winter Wyman 2000 - 2011
The Revolution Group 2000 - 2011
Brown Brothers Harriman May 2010 - July 2010
State Street Corporation, Securities Lending and Risk Management January 2008 - March 2009
CitiStreet (ING), Retirement Services February 2007 - October 2007
Analysis Factory July 2006 - January 2007
Investors Bank & Trust November 2005 - May 2006
CitiStreet (ING), Retirement Services March 2005 - October 2005
Commonwealth of Massachusetts March 2004 - January 2005
Neighborhood Assistance Corporation of America, National Office May 2002 - November 2003
Education
Boston University
B.S, Mechanical Engineering
MacMurray College
Matthew Mauro Matthew Mauro's Investors Bank & Trust Experience July 2004 - July 2007
Job Experienced in finance, accounting, and management in a variety of fields.
Industry Financial Services
Experience
Johnson & Johnson July 2009 - July 2010
New York Life Insurance Co. May 2008 - August 2008
Investors Bank & Trust July 2004 - July 2007
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
Brandeis University 2000 — 2004
BS, Economics / Computer Science
Johnson & Johnson July 2009 - July 2010
New York Life Insurance Co. May 2008 - August 2008
Investors Bank & Trust July 2004 - July 2007
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
Brandeis University 2000 — 2004
BS, Economics / Computer Science
Melanie (Bennett) Klepper Melanie (Bennett) Klepper's Investors Bank & Trust Experience May 2007 - July 2007
Job Vice President at State Street Alternative Investment Solutions, IFS, A State Street Company
Industry Financial Services
Experience
International Fund Services Ltd, A State Street Company July 2015 - Present
International Fund Services Ltd, A State Street Company September 2011 - July 2015
International Fund Services Ltd, A State Street Company June 2008 - September 2011
International Fund Services Ltd, A State Street Company July 2007 - June 2008
Investors Bank & Trust May 2007 - July 2007
Investors Bank & Trust July 2006 - May 2007
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Equities, Fund Administration, Alternative Investments, Securities, Derivatives, Financial Services, Investments, Fund Of Funds, Financial Analysis, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Investments
Bridgewater State University 2003 — 2006
BS, Accounting & Finance
International Fund Services Ltd, A State Street Company July 2015 - Present
International Fund Services Ltd, A State Street Company September 2011 - July 2015
International Fund Services Ltd, A State Street Company June 2008 - September 2011
International Fund Services Ltd, A State Street Company July 2007 - June 2008
Investors Bank & Trust May 2007 - July 2007
Investors Bank & Trust July 2006 - May 2007
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Equities, Fund Administration, Alternative Investments, Securities, Derivatives, Financial Services, Investments, Fund Of Funds, Financial Analysis, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Investments
Bridgewater State University 2003 — 2006
BS, Accounting & Finance
Christine Rose's Investors Bank & Trust Experience December 2005 - February 2006
Job Executive Assistant at State Street Bank
Industry Financial Services
Experience
State Street Bank February 2006 - Present
Kelly Financial Services, Inc. June 2004 - November 2006
Investors Bank & Trust December 2005 - February 2006
Skills
Outlook, Administrative..., Spreadsheets, Microsoft Excel, PowerPoint, Office Management, Microsoft Office, Microsoft Word, PeopleSoft, Customer Service, Visio, Data Entry, Financial Services, Event Planning, Expenses, Confidentiality, Human Resources, Hiring, Office Administration, SharePoint
Education
Bridgewater State College
Massasoit Community College
State Street Bank February 2006 - Present
Kelly Financial Services, Inc. June 2004 - November 2006
Investors Bank & Trust December 2005 - February 2006
Skills
Outlook, Administrative..., Spreadsheets, Microsoft Excel, PowerPoint, Office Management, Microsoft Office, Microsoft Word, PeopleSoft, Customer Service, Visio, Data Entry, Financial Services, Event Planning, Expenses, Confidentiality, Human Resources, Hiring, Office Administration, SharePoint
Education
Bridgewater State College
Massasoit Community College
Rebecca Serra's Investors Bank & Trust Experience March 2004 - January 2006
Job Hair Stylist/Colorist/Makeup Artist
Industry Cosmetics
Experience
Avanti February 2012 - Present
Salon Marc Harris April 2011 - February 2012
Patrice Vinci Salon October 2009 - April 2011
Citi June 2007 - April 2009
Bank of America January 2006 - April 2007
Investors Bank & Trust March 2004 - January 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Bloomberg, PowerPoint, Access, Social Media, Event Management, Event Planning, Microsoft Word, Social Media Marketing, Social Networking, Spanish, Facebook, Sales, Retail, Fashion, Inventory Management, Advertising, Accounting, Merchandising, Public Relations, Makeup Artistry, Styling, Cosmetics
Education
Empire Education Group 2009 — 2010
Cosmetology, Cosmetology/Cosmetologist, General
Boston University 1999 — 2003
Bachelor of Arts, Psychology, Visual Arts
Avanti February 2012 - Present
Salon Marc Harris April 2011 - February 2012
Patrice Vinci Salon October 2009 - April 2011
Citi June 2007 - April 2009
Bank of America January 2006 - April 2007
Investors Bank & Trust March 2004 - January 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Bloomberg, PowerPoint, Access, Social Media, Event Management, Event Planning, Microsoft Word, Social Media Marketing, Social Networking, Spanish, Facebook, Sales, Retail, Fashion, Inventory Management, Advertising, Accounting, Merchandising, Public Relations, Makeup Artistry, Styling, Cosmetics
Education
Empire Education Group 2009 — 2010
Cosmetology, Cosmetology/Cosmetologist, General
Boston University 1999 — 2003
Bachelor of Arts, Psychology, Visual Arts
Paul McAndrews's Investors Bank & Trust Experience January 2004 - July 2007
Job Management Consultant at Man Numeric
Industry Investment Management
Experience
Man Numeric April 2015 - Present
Melrose Global Solutions LLC February 2013 - Present
State Street June 2011 - January 2013
State Street July 2007 - June 2011
Investors Bank & Trust January 2004 - July 2007
Brown Brothers Harriman December 1993 - December 2003
Skills
Mutual Funds, Relationship Management, Financial Services, Securities, Equities, Alternative Investments, Asia Business..., Corporate Actions, Derivatives, Global Custody, Hedge Funds, Strategy, Investments, Fund Accounting, Business Development, Risk Management, Leadership, Client Services, Asset Allocation, Competitive Analysis, Fund Administration, Private Equity, Capital Markets, Wealth Management, Sales, Global Business...
Education
Bridgewater State University 1990 — 1993
Bachelor of Science, Marketing
Oliver Ames High School
Man Numeric April 2015 - Present
Melrose Global Solutions LLC February 2013 - Present
State Street June 2011 - January 2013
State Street July 2007 - June 2011
Investors Bank & Trust January 2004 - July 2007
Brown Brothers Harriman December 1993 - December 2003
Skills
Mutual Funds, Relationship Management, Financial Services, Securities, Equities, Alternative Investments, Asia Business..., Corporate Actions, Derivatives, Global Custody, Hedge Funds, Strategy, Investments, Fund Accounting, Business Development, Risk Management, Leadership, Client Services, Asset Allocation, Competitive Analysis, Fund Administration, Private Equity, Capital Markets, Wealth Management, Sales, Global Business...
Education
Bridgewater State University 1990 — 1993
Bachelor of Science, Marketing
Oliver Ames High School
Dave McKenna, PMP Dave McKenna, PMP's Investors Bank & Trust Experience June 2005 - July 2006
Job VP, IS Governance at Narragansett Bay Insurance Company
Industry Computer Software
Experience
Narragansett Bay Insurance Company July 2014 - Present
acusync January 2013 - July 2014
Fitchburg State University August 2009 - 2013
Selective Insurance September 2010 - December 2012
Homesite Insurance January 2010 - October 2010
The Hanover Insurance Group July 2006 - December 2009
Investors Bank & Trust June 2005 - July 2006
United States Army Reserve February 2000 - December 2005
Skills
Analytics, Business Intelligence, Integration, Data Warehousing, Business Strategy, Project Management, Vendor Management, Process Improvement, Strategic Planning, IT Strategy, Program Management, Data Analysis, Business Analysis, Analysis, Leadership, Visio, Access, SharePoint, Strategy, SDLC
Education
Capella University 2014 — 2017
Doctor of Philosophy (PhD), Information Technology - Information Assurance and Security
Brandeis University 2006 — 2008
MS, IT Management
Fitchburg State College 2001 — 2005
BS, Computer Information Systems
Narragansett Bay Insurance Company July 2014 - Present
acusync January 2013 - July 2014
Fitchburg State University August 2009 - 2013
Selective Insurance September 2010 - December 2012
Homesite Insurance January 2010 - October 2010
The Hanover Insurance Group July 2006 - December 2009
Investors Bank & Trust June 2005 - July 2006
United States Army Reserve February 2000 - December 2005
Skills
Analytics, Business Intelligence, Integration, Data Warehousing, Business Strategy, Project Management, Vendor Management, Process Improvement, Strategic Planning, IT Strategy, Program Management, Data Analysis, Business Analysis, Analysis, Leadership, Visio, Access, SharePoint, Strategy, SDLC
Education
Capella University 2014 — 2017
Doctor of Philosophy (PhD), Information Technology - Information Assurance and Security
Brandeis University 2006 — 2008
MS, IT Management
Fitchburg State College 2001 — 2005
BS, Computer Information Systems
Sandy Slone (Huang) Sandy Slone (Huang)'s Investors Bank & Trust Experience September 2003 - June 2007
Job Associate Compliance Analyst at PIMCO
Industry Investment Management
Experience
PIMCO April 2008 - Present
Investors Bank & Trust September 2003 - June 2007
Skills
Asset Management, Financial Analysis, Investments, Portfolio Management
Education
Brandeis University 2005 — 2007
Master's degree, International Finance
University of Massachusetts, Amherst 1999 — 2003
Bachelor's degree, Economics / Chinese
PIMCO April 2008 - Present
Investors Bank & Trust September 2003 - June 2007
Skills
Asset Management, Financial Analysis, Investments, Portfolio Management
Education
Brandeis University 2005 — 2007
Master's degree, International Finance
University of Massachusetts, Amherst 1999 — 2003
Bachelor's degree, Economics / Chinese
Alexandra Moreira's Investors Bank & Trust Experience March 1998 - April 2007
Job Associate, Trade Compliance
Industry Financial Services
Experience
Arrowstreet Capital March 2015 - Present
Ameriprise Financial Services, Inc. September 2010 - February 2015
ING Investment Management September 2008 - September 2010
Bank of America 2007 - 2008
Investors Bank & Trust March 1998 - April 2007
Skills
Mutual Funds, Managed staff and..., Presentation Skills, Data Analysis, Training, Employee Training, Resolving Issues, Trade Compliance, LineData Compliance..., Bloomberg, 1940 Act
Education
Boston University
Bachelor of Science (BS), Management Studies, Business Administration
Arrowstreet Capital March 2015 - Present
Ameriprise Financial Services, Inc. September 2010 - February 2015
ING Investment Management September 2008 - September 2010
Bank of America 2007 - 2008
Investors Bank & Trust March 1998 - April 2007
Skills
Mutual Funds, Managed staff and..., Presentation Skills, Data Analysis, Training, Employee Training, Resolving Issues, Trade Compliance, LineData Compliance..., Bloomberg, 1940 Act
Education
Boston University
Bachelor of Science (BS), Management Studies, Business Administration
Bill Hedberg's Investors Bank & Trust Experience 2006 - 2007
Job Strategic Business Development 3M
Industry Management Consulting
Experience
3M 2014 - Present
University of Michigan Ross School of Business 2012 - May 2014
3M May 2013 - August 2013
Cummins Inc. March 2013 - April 2013
Beacon Consulting Group July 2011 - July 2012
Beacon Consulting Group March 2010 - July 2011
Bain Capital December 2007 - March 2010
Investors Bank & Trust 2006 - 2007
Skills
Strategy, Business Development, Consulting, Financial Analysis, Business Strategy, Data Analysis, Project Management, Market Research, Leadership, Management Consulting, Financial Modeling, Valuation, Portfolio Management, Financial Services, Integration
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy, Finance, Marketing
Brown University 2002 — 2006
B.A, Business Economics, Political Science
North Attleboro High School 1998 — 2002
3M 2014 - Present
University of Michigan Ross School of Business 2012 - May 2014
3M May 2013 - August 2013
Cummins Inc. March 2013 - April 2013
Beacon Consulting Group July 2011 - July 2012
Beacon Consulting Group March 2010 - July 2011
Bain Capital December 2007 - March 2010
Investors Bank & Trust 2006 - 2007
Skills
Strategy, Business Development, Consulting, Financial Analysis, Business Strategy, Data Analysis, Project Management, Market Research, Leadership, Management Consulting, Financial Modeling, Valuation, Portfolio Management, Financial Services, Integration
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy, Finance, Marketing
Brown University 2002 — 2006
B.A, Business Economics, Political Science
North Attleboro High School 1998 — 2002
Tiffany Colacchio Tiffany Colacchio's Investors Bank & Trust Experience August 2005 - November 2005
Job Senior Analyst I, Statistical Submissions Management at Biogen Idec
Industry Biotechnology
Experience
Biogen Idec November 2010 - Present
Genzyme Genetics April 2007 - November 2010
Genzyme November 2005 - April 2007
Investors Bank & Trust August 2005 - November 2005
Genzyme Genetics (through Randstad) May 2005 - July 2005
Genzyme (through Randstad) September 2004 - December 2004
Pamela J.Clowes, R.E. May 1997 - May 2004
Framingham State College September 2000 - December 2003
Skills
SAS
Education
University of Massachusetts Medical School 2009 — 2011
Masters in Public Health (MPH), Epidemiology
Boston University School of Medicine 2008 — 2009
Coursework in Biostatistics and Statistical Programming
Drexel University Online 2007 — 2008
Certificate in Biostatistics & Epidemiology
Brandeis University / Simmons College 2006 — 2008
Certificate in Clinical Genetics
Framingham State College 1999 — 2005
Bachelor of Science (B.S.), Mathematics
Biogen Idec November 2010 - Present
Genzyme Genetics April 2007 - November 2010
Genzyme November 2005 - April 2007
Investors Bank & Trust August 2005 - November 2005
Genzyme Genetics (through Randstad) May 2005 - July 2005
Genzyme (through Randstad) September 2004 - December 2004
Pamela J.Clowes, R.E. May 1997 - May 2004
Framingham State College September 2000 - December 2003
Skills
SAS
Education
University of Massachusetts Medical School 2009 — 2011
Masters in Public Health (MPH), Epidemiology
Boston University School of Medicine 2008 — 2009
Coursework in Biostatistics and Statistical Programming
Drexel University Online 2007 — 2008
Certificate in Biostatistics & Epidemiology
Brandeis University / Simmons College 2006 — 2008
Certificate in Clinical Genetics
Framingham State College 1999 — 2005
Bachelor of Science (B.S.), Mathematics
Alyssa Albertelli Alyssa Albertelli's Investors Bank & Trust Experience August 1990 - August 1991
Job Chief Compliance Officer and SVP at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors October 2012 - Present
State Street Global Advisors March 2012 - October 2012
Ropes & Gray LLP July 1997 - January 2012
K&L Gates 1995 - 1997
State Street Bank August 1991 - May 1993
Investors Bank & Trust August 1990 - August 1991
Bank of New England September 1989 - August 1990
Bank of New England May 1988 - September 1989
Education
Boston University School of Law 1992 — 1995
J.D.
Boston University Questrom School of Business 1988 — 1992
MBA, Management
Simmons College 1983 — 1987
1987, B.A. in Economics and Finance
State Street Global Advisors October 2012 - Present
State Street Global Advisors March 2012 - October 2012
Ropes & Gray LLP July 1997 - January 2012
K&L Gates 1995 - 1997
State Street Bank August 1991 - May 1993
Investors Bank & Trust August 1990 - August 1991
Bank of New England September 1989 - August 1990
Bank of New England May 1988 - September 1989
Education
Boston University School of Law 1992 — 1995
J.D.
Boston University Questrom School of Business 1988 — 1992
MBA, Management
Simmons College 1983 — 1987
1987, B.A. in Economics and Finance
Ai Lu Rousseau's Investors Bank & Trust Experience March 2005 - June 2006
Job Product Innovation Manager at athenahealth
Industry Hospital & Health Care
Experience
athenahealth September 2013 - Present
Bingham McCutchen October 2011 - September 2013
The Boston Consulting Group April 2008 - September 2011
Bank of America June 2006 - April 2008
Investors Bank & Trust March 2005 - June 2006
Investors Bank & Trust December 2003 - March 2005
Skills
Project Management, Requirements Analysis, SharePoint, Business Analysis, Financial Modeling, User Acceptance Testing, Training, Agile Methodologies, Management, Microsoft Office, Visio, Quality Assurance, Agile Project Management, Access, Testing, Microsoft SQL Server, Requirements Gathering, Forecasting, Finance, Software Documentation, Process Improvement, Data Analysis, Project Planning, Bug Tracking, User Stories, Financial Analysis, Troubleshooting, Test Planning, Financial Reporting, Sprint Planning, Business Intelligence, Version One, Production Support, K2, pmPoint, Series 7, Communication Skills, Retrospectives
Education
Boston University 1999 — 2003
BA, Economics
South High Community School 1995 — 1999
athenahealth September 2013 - Present
Bingham McCutchen October 2011 - September 2013
The Boston Consulting Group April 2008 - September 2011
Bank of America June 2006 - April 2008
Investors Bank & Trust March 2005 - June 2006
Investors Bank & Trust December 2003 - March 2005
Skills
Project Management, Requirements Analysis, SharePoint, Business Analysis, Financial Modeling, User Acceptance Testing, Training, Agile Methodologies, Management, Microsoft Office, Visio, Quality Assurance, Agile Project Management, Access, Testing, Microsoft SQL Server, Requirements Gathering, Forecasting, Finance, Software Documentation, Process Improvement, Data Analysis, Project Planning, Bug Tracking, User Stories, Financial Analysis, Troubleshooting, Test Planning, Financial Reporting, Sprint Planning, Business Intelligence, Version One, Production Support, K2, pmPoint, Series 7, Communication Skills, Retrospectives
Education
Boston University 1999 — 2003
BA, Economics
South High Community School 1995 — 1999
Andrew Josef Andrew Josef's Investors Bank & Trust Experience May 1999 - July 2007
Job Partner, General Counsel and Chief Compliance Officer at McMorgan & Company
Industry Financial Services
Experience
McMorgan & Company July 2012 - Present
BlackRock 2009 - July 2012
Barclays Global Investors October 2007 - December 2009
Investors Bank & Trust May 1999 - July 2007
Investors Bank May 1997 - May 1999
Sullivan & Worcester 1995 - 1997
Goodwin Procter 1993 - 1995
Simpson Thacher 1989 - 1993
Skills
ETFs, Mutual Funds, Securities Law, Asset Management, Investments, Taft-Hartley, Alternative Investments, Asset Managment, Corporate Law, Financial Services, Hedge Funds, Interpersonal..., Investment Management, Mergers & Acquisitions, Public Speaking, Securities, Securities Regulation, Corporate Governance, FINRA, Private Equity, Investment Advisers Act, Due Diligence, ERISA, Investment Advisory, Broker-Dealer, Investment Company Act, Legal Compliance, Fund Administration, Private Placements
Education
University of Chicago Law School 1986 — 1989
JD, Law
Brandeis University 1982 — 1986
BA, American Studies
McMorgan & Company July 2012 - Present
BlackRock 2009 - July 2012
Barclays Global Investors October 2007 - December 2009
Investors Bank & Trust May 1999 - July 2007
Investors Bank May 1997 - May 1999
Sullivan & Worcester 1995 - 1997
Goodwin Procter 1993 - 1995
Simpson Thacher 1989 - 1993
Skills
ETFs, Mutual Funds, Securities Law, Asset Management, Investments, Taft-Hartley, Alternative Investments, Asset Managment, Corporate Law, Financial Services, Hedge Funds, Interpersonal..., Investment Management, Mergers & Acquisitions, Public Speaking, Securities, Securities Regulation, Corporate Governance, FINRA, Private Equity, Investment Advisers Act, Due Diligence, ERISA, Investment Advisory, Broker-Dealer, Investment Company Act, Legal Compliance, Fund Administration, Private Placements
Education
University of Chicago Law School 1986 — 1989
JD, Law
Brandeis University 1982 — 1986
BA, American Studies
Matthew Coyne Matthew Coyne's Investors Bank & Trust Experience April 2004 - March 2007
Job Senior Tax Accountant
Industry Accounting
Experience
DentaQuest May 2010 - Present
Teradyne March 2009 - June 2009
Deloitte February 2007 - January 2009
Investors Bank & Trust April 2004 - March 2007
Coldwell Banker Residential Brokerage June 2003 - March 2004
Skills
Accounting, Tax, Internal Controls, Tax Accounting, Financial Statements, Finance, Forecasting, Tax Returns, Internal Audit, Microsoft Excel, Auditing, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Insurance, Partnership Taxation, Financial Accounting, Process Improvement, Corporate Tax, Leadership, Management, Financial Statement Prep
Education
Bryant University 1999 — 2003
Bachelor of Science, Business Adminstration; Finance
Austin Prepatory School 1996 — 1999
DentaQuest May 2010 - Present
Teradyne March 2009 - June 2009
Deloitte February 2007 - January 2009
Investors Bank & Trust April 2004 - March 2007
Coldwell Banker Residential Brokerage June 2003 - March 2004
Skills
Accounting, Tax, Internal Controls, Tax Accounting, Financial Statements, Finance, Forecasting, Tax Returns, Internal Audit, Microsoft Excel, Auditing, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Insurance, Partnership Taxation, Financial Accounting, Process Improvement, Corporate Tax, Leadership, Management, Financial Statement Prep
Education
Bryant University 1999 — 2003
Bachelor of Science, Business Adminstration; Finance
Austin Prepatory School 1996 — 1999
Erik Hoberg Erik Hoberg's Investors Bank & Trust Experience March 2004 - February 2006
Job Assistant Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2012 - Present
JPMorgan April 2009 - February 2012
State Street Bank February 2006 - February 2009
Investors Bank & Trust March 2004 - February 2006
Investors Bank & Trust April 2001 - March 2004
Investors Bank & Trust October 2000 - April 2001
John Hancock November 1999 - October 2000
Investors Bank & Trust July 1998 - November 1999
Skills
Securities, Banking, Financial Services, Analysis, Fixed Income, Project Planning, Management, Mutual Funds, Strategy, Accounting, Equities, Training, Investments
Education
Boston University Questrom School of Business 2003 — 2006
Masters of Business Administration, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Bachelor of Science, Business Administration
J.P. Morgan March 2012 - Present
JPMorgan April 2009 - February 2012
State Street Bank February 2006 - February 2009
Investors Bank & Trust March 2004 - February 2006
Investors Bank & Trust April 2001 - March 2004
Investors Bank & Trust October 2000 - April 2001
John Hancock November 1999 - October 2000
Investors Bank & Trust July 1998 - November 1999
Skills
Securities, Banking, Financial Services, Analysis, Fixed Income, Project Planning, Management, Mutual Funds, Strategy, Accounting, Equities, Training, Investments
Education
Boston University Questrom School of Business 2003 — 2006
Masters of Business Administration, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Bachelor of Science, Business Administration
Dennis Delaney Dennis Delaney's Investors Bank & Trust Experience January 1990 - June 1993
Job Partner Hemenway & Barnes; Managing Director Hemenway Trust Company
Industry Individual & Family Services
Experience
Hemenway & Barnes LLP December 1998 - Present
Hemenway Trust Company LLC September 2010 - Present
Choate, Hall & Stewart 1997 - 1998
Investors Bank & Trust January 1990 - June 1993
Skills
Asset Protection, Charitable Giving..., Tax Strategies, Estate Planning, Trusts, Investments, Probate, Financial Planning, Tax, Succession Planning, Wills, Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Trustee, Executor, Wealth Preservation..., Land Conservation, Family Office, Dynasty Trusts, Family Business, Prenuptial Agreements, Estate Disputes, Philanthropy, Private Foundations, Estate Administration, Charitable Trusts, IRAs, Retirement Planning, Financial Forecasting, Intellectual Property, Mutual Funds, Estate Tax Planning, Estate Law, Trust Services, Tax Law, High Net Worth..., Strategic Financial..., Wealth, Wealth Management...
Education
Boston University School of Law 1993 — 1996
JD
University of Vermont 1985 — 1989
B.A., Political Science/History
Rivers School 1981 — 1985
Dover Sherborn Regional High School 1980 — 1981
Hemenway & Barnes LLP December 1998 - Present
Hemenway Trust Company LLC September 2010 - Present
Choate, Hall & Stewart 1997 - 1998
Investors Bank & Trust January 1990 - June 1993
Skills
Asset Protection, Charitable Giving..., Tax Strategies, Estate Planning, Trusts, Investments, Probate, Financial Planning, Tax, Succession Planning, Wills, Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Trustee, Executor, Wealth Preservation..., Land Conservation, Family Office, Dynasty Trusts, Family Business, Prenuptial Agreements, Estate Disputes, Philanthropy, Private Foundations, Estate Administration, Charitable Trusts, IRAs, Retirement Planning, Financial Forecasting, Intellectual Property, Mutual Funds, Estate Tax Planning, Estate Law, Trust Services, Tax Law, High Net Worth..., Strategic Financial..., Wealth, Wealth Management...
Education
Boston University School of Law 1993 — 1996
JD
University of Vermont 1985 — 1989
B.A., Political Science/History
Rivers School 1981 — 1985
Dover Sherborn Regional High School 1980 — 1981
Scott Kreitz Scott Kreitz's Investors Bank & Trust Experience June 1998 - January 2000
Job Vice President, CCAR Process Oversight & Control at Barclays
Industry Financial Services
Experience
Barclays July 2015 - Present
Barclays January 2013 - Present
Barclays July 2010 - December 2012
Koger Inc March 2009 - July 2010
Permal Asset Management July 2008 - November 2008
Lehman Brothers November 2006 - March 2008
Lehman Brothers January 2003 - November 2006
Deutsche Bank January 2000 - January 2003
Investors Bank & Trust June 1998 - January 2000
Skills
Derivatives, Valuation, Hedge Funds, Fixed Income, Due Diligence, Analytics, Financial Markets, FX Options, Microsoft Excel, Bonds, Business Analytics, MIS, Market Data, FX, Interest Rate Swaps, Big Data, Investor Relations, Client Analysis, Rates, Competitive Analysis, Excel, Industry Analysis, Business Objects, Reporting & Analysis, Debt, Investment Valuation, Credit Derivatives, Interest Rate..., Equities, Capital Markets, Management, Finance, Analysis, Investments, Financial Modeling, Financial Services, Financial Analysis, Bloomberg, Banking, Business Analysis, Marketing, Series 7, Securities, Project Management, Credit, Emerging Markets, Alternative Investments, Leadership, Executive Management, Strategy
Education
Brown University
MSc, Marine Organic Chemistry and Climatology
Barclays July 2015 - Present
Barclays January 2013 - Present
Barclays July 2010 - December 2012
Koger Inc March 2009 - July 2010
Permal Asset Management July 2008 - November 2008
Lehman Brothers November 2006 - March 2008
Lehman Brothers January 2003 - November 2006
Deutsche Bank January 2000 - January 2003
Investors Bank & Trust June 1998 - January 2000
Skills
Derivatives, Valuation, Hedge Funds, Fixed Income, Due Diligence, Analytics, Financial Markets, FX Options, Microsoft Excel, Bonds, Business Analytics, MIS, Market Data, FX, Interest Rate Swaps, Big Data, Investor Relations, Client Analysis, Rates, Competitive Analysis, Excel, Industry Analysis, Business Objects, Reporting & Analysis, Debt, Investment Valuation, Credit Derivatives, Interest Rate..., Equities, Capital Markets, Management, Finance, Analysis, Investments, Financial Modeling, Financial Services, Financial Analysis, Bloomberg, Banking, Business Analysis, Marketing, Series 7, Securities, Project Management, Credit, Emerging Markets, Alternative Investments, Leadership, Executive Management, Strategy
Education
Brown University
MSc, Marine Organic Chemistry and Climatology
Cody Zindler Cody Zindler's Investors Bank & Trust Experience 2005 - 2005
Job Associate, Portfolio Compliance at PIMCO
Industry Capital Markets
Experience
PIMCO December 2014 - Present
Wellington Management 2008 - December 2012
Wellington Management 2006 - 2008
Wellington Management 2006 - 2006
Oppenheimer & Co. 2005 - 2006
Investors Bank & Trust 2005 - 2005
Edward Jones 2002 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Fixed Income Analysis, Finance, Financial Modeling, Hedge Funds, Securities, Credit, Strategy, Credit Risk, Microsoft Excel, Interest Rate Risk..., Trading, Econometrics, Performance Attribution, Compliance
Education
Moody's Analytics 2011 — 2011
Seminar, Fundamentals of Corporate Credit Analysis
Boston University Questrom School of Business 2006 — 2007
M.S., Investment Management
Montana State University-Bozeman 2000 — 2005
B.S., Business (Finance) & B.S., Economics, Cum Laude
PIMCO December 2014 - Present
Wellington Management 2008 - December 2012
Wellington Management 2006 - 2008
Wellington Management 2006 - 2006
Oppenheimer & Co. 2005 - 2006
Investors Bank & Trust 2005 - 2005
Edward Jones 2002 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Fixed Income Analysis, Finance, Financial Modeling, Hedge Funds, Securities, Credit, Strategy, Credit Risk, Microsoft Excel, Interest Rate Risk..., Trading, Econometrics, Performance Attribution, Compliance
Education
Moody's Analytics 2011 — 2011
Seminar, Fundamentals of Corporate Credit Analysis
Boston University Questrom School of Business 2006 — 2007
M.S., Investment Management
Montana State University-Bozeman 2000 — 2005
B.S., Business (Finance) & B.S., Economics, Cum Laude
Alex Vilner's Investors Bank & Trust Experience December 2001 - October 2004
Job Founder IT Leaders of America | SaM Solutions, USA
Industry Information Technology and Services
Experience
SaM Solutions October 2014 - Present
Sinoma Consulting, Inc. February 1999 - Present
Fidelity Investments - Strategic Advisers March 2005 - January 2008
Workscape November 2004 - March 2005
Investors Bank & Trust December 2001 - October 2004
Ibis Consulting 2003 - 2004
Thomson Financial October 2000 - December 2001
Healthcare Automation 1996 - 1997
Skills
MySQL database design, Oracle SQL, SQL Tuning, MySQL, Oracle, SQL, SQL Server, SQL database design, Sybase, Microsoft SQL Server, Business Analysis, Erwin, PowerBuilder, Database Design, Web Services, Toad, Software Engineering, XML, ADF, Databases, SDLC, ASP.NET, Data Warehousing, T-SQL, Agile Methodologies, PL/SQL, C#, Requirements Analysis, ETL, Software Quality..., Enterprise Architecture, Java, Requirements Gathering, Agile Project Management, Software Project..., Quality Assurance, Unix, Java Enterprise Edition, Systems Analysis, Architecture, Crystal Reports, Data Modeling, Performance Tuning, Software Development, Visual Basic, REST, Integration, DB2, Unix Shell Scripting, SOA
Education
Brown University 1989 — 1993
B.Sc.
#88
SaM Solutions October 2014 - Present
Sinoma Consulting, Inc. February 1999 - Present
Fidelity Investments - Strategic Advisers March 2005 - January 2008
Workscape November 2004 - March 2005
Investors Bank & Trust December 2001 - October 2004
Ibis Consulting 2003 - 2004
Thomson Financial October 2000 - December 2001
Healthcare Automation 1996 - 1997
Skills
MySQL database design, Oracle SQL, SQL Tuning, MySQL, Oracle, SQL, SQL Server, SQL database design, Sybase, Microsoft SQL Server, Business Analysis, Erwin, PowerBuilder, Database Design, Web Services, Toad, Software Engineering, XML, ADF, Databases, SDLC, ASP.NET, Data Warehousing, T-SQL, Agile Methodologies, PL/SQL, C#, Requirements Analysis, ETL, Software Quality..., Enterprise Architecture, Java, Requirements Gathering, Agile Project Management, Software Project..., Quality Assurance, Unix, Java Enterprise Edition, Systems Analysis, Architecture, Crystal Reports, Data Modeling, Performance Tuning, Software Development, Visual Basic, REST, Integration, DB2, Unix Shell Scripting, SOA
Education
Brown University 1989 — 1993
B.Sc.
#88
Devin Sylvester's Investors Bank & Trust Experience July 2005 - June 2007
Job Customer Success Manager at RAMP Holdings, Inc.
Industry Information Technology and Services
Experience
RAMP Holdings, Inc. December 2014 - Present
RAMP Holdings, Inc. April 2014 - December 2014
Sapient Global Markets November 2013 - April 2014
Standish Mellon Asset Management March 2009 - November 2013
Sagacity LLC September 2008 - March 2009
Navimedix July 2007 - August 2008
Investors Bank & Trust July 2005 - June 2007
SwissRE 2004 - 2005
IBT September 2001 - August 2004
Skills
SQL Server, C#, XML, JavaScript, ASP.NET, Silverlight, Web Services, Microsoft SQL Server, Visual Basic, Oracle, CSS, SQL, Enterprise Software, Financial Modeling, Consulting, Analytics, Project Management, SDLC, Requirements Analysis, Management, Agile Methodologies
Education
Boston University - School of Management 2009 — 2012
MBA, Finance
Northeastern
BS, Management Information Systems
UMass - Amherst
Computer Systems Engineering
RAMP Holdings, Inc. December 2014 - Present
RAMP Holdings, Inc. April 2014 - December 2014
Sapient Global Markets November 2013 - April 2014
Standish Mellon Asset Management March 2009 - November 2013
Sagacity LLC September 2008 - March 2009
Navimedix July 2007 - August 2008
Investors Bank & Trust July 2005 - June 2007
SwissRE 2004 - 2005
IBT September 2001 - August 2004
Skills
SQL Server, C#, XML, JavaScript, ASP.NET, Silverlight, Web Services, Microsoft SQL Server, Visual Basic, Oracle, CSS, SQL, Enterprise Software, Financial Modeling, Consulting, Analytics, Project Management, SDLC, Requirements Analysis, Management, Agile Methodologies
Education
Boston University - School of Management 2009 — 2012
MBA, Finance
Northeastern
BS, Management Information Systems
UMass - Amherst
Computer Systems Engineering
Mary Alix's Investors Bank & Trust Experience August 2001 - May 2005
Job Quality Assurance, Control, & Process Management
Industry Information Technology and Services
Experience
Boston University January 2008 - Present
Blue Cross / Blue Shield of MA April 2007 - Present
MIT May 2005 - April 2007
Investors Bank & Trust August 2001 - May 2005
Lucent Technologies October 2000 - August 2001
Pegasystems December 1998 - October 2000
Lotus Development May 1995 - October 1998
Education
Boston University 2000 — 2005
MS
Northeastern University 1990 — 1992
Certificate
Purdue University 1974 — 1976
MA
Plymouth State University 1970 — 1974
BS
Boston University January 2008 - Present
Blue Cross / Blue Shield of MA April 2007 - Present
MIT May 2005 - April 2007
Investors Bank & Trust August 2001 - May 2005
Lucent Technologies October 2000 - August 2001
Pegasystems December 1998 - October 2000
Lotus Development May 1995 - October 1998
Education
Boston University 2000 — 2005
MS
Northeastern University 1990 — 1992
Certificate
Purdue University 1974 — 1976
MA
Plymouth State University 1970 — 1974
BS
Stephen Gulick's Investors Bank & Trust Experience January 2004 - June 2005
Job Bookkeeper/Staff Accountant
Industry Accounting
Experience
Aaron T. White, CPA PFS May 2013 - Present
EOS CCA October 2012 - April 2013
State Street May 2011 - November 2011
State Street April 2008 - May 2011
State Street June 2005 - April 2008
Investors Bank & Trust January 2004 - June 2005
Putnam Investments May 2003 - January 2004
Putnam Investments September 2001 - May 2003
Primix Inc. April 1998 - May 2001
Primix, Inc. December 1997 - April 1998
Skills
Fund Accounting, Alternative Investments, Risk Management, Portfolio Management, Finance, Mutual Funds, Analysis, Securities, Business Analysis, Accounting, Financial Services, Strategy, Private Equity, Management, Financial Risk, Financial Analysis
Education
Boston University - School of Management 2009 — 2010
Business Administration
Merrimack College 1986 — 1990
BS, Computer Science
Aaron T. White, CPA PFS May 2013 - Present
EOS CCA October 2012 - April 2013
State Street May 2011 - November 2011
State Street April 2008 - May 2011
State Street June 2005 - April 2008
Investors Bank & Trust January 2004 - June 2005
Putnam Investments May 2003 - January 2004
Putnam Investments September 2001 - May 2003
Primix Inc. April 1998 - May 2001
Primix, Inc. December 1997 - April 1998
Skills
Fund Accounting, Alternative Investments, Risk Management, Portfolio Management, Finance, Mutual Funds, Analysis, Securities, Business Analysis, Accounting, Financial Services, Strategy, Private Equity, Management, Financial Risk, Financial Analysis
Education
Boston University - School of Management 2009 — 2010
Business Administration
Merrimack College 1986 — 1990
BS, Computer Science
Sindia Taylor's Investors Bank & Trust Experience 2004 - 2006
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JP Morgan September 2008 - January 2014
State Street Bank 2007 - 2009
State Street Bank 2006 - 2007
Investors Bank & Trust 2004 - 2006
Skills
Equities, Fixed Income, Mutual Funds, Bloomberg, Securities, Derivatives, Financial Services, Investments, Fund Accounting, Alternative Investments, Corporate Actions, Accounting
Education
Brandeis International Business School 2004 — 2008
Master of Science (M.S.), Finance
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), Psychology & English
JPMorgan Chase February 2014 - Present
JP Morgan September 2008 - January 2014
State Street Bank 2007 - 2009
State Street Bank 2006 - 2007
Investors Bank & Trust 2004 - 2006
Skills
Equities, Fixed Income, Mutual Funds, Bloomberg, Securities, Derivatives, Financial Services, Investments, Fund Accounting, Alternative Investments, Corporate Actions, Accounting
Education
Brandeis International Business School 2004 — 2008
Master of Science (M.S.), Finance
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), Psychology & English
Hafiz Zinnoorain's Investors Bank & Trust Experience June 2006 - July 2007
Job Sr. Business Analyst at Mass Mutual Financial
Industry Financial Services
Experience
MassMutual Financial Group February 2015 - Present
SEI Investments (Consultant) September 2014 - January 2015
Wells Fargo (Consultant) November 2013 - July 2014
U.S. Bank July 2007 - September 2013
Investors Bank & Trust June 2006 - July 2007
Skills
Financial Analysis, Financial Reporting, Analysis, Finance, Accounting, Financial Modeling, Risk Management, General Ledger, Access, Business Analysis, Process Improvement, Corporate Finance, Forecasting, SAP, Account Reconciliation, Auditing, Financial Accounting, Data Analysis, Hyperion HFM, Hyperion EPM, Hyperion Financial..., Shared Services, Hyperion Reports, Integration, Software Project..., Vendor Management, Software Development, SDLC, Financial Services, Management, Business Intelligence, Databases
Education
Boston University 2002 — 2008
University of the Punjab, Lahore 1988 — 1990
Masters of Business Education, Accounting and Finance
MassMutual Financial Group February 2015 - Present
SEI Investments (Consultant) September 2014 - January 2015
Wells Fargo (Consultant) November 2013 - July 2014
U.S. Bank July 2007 - September 2013
Investors Bank & Trust June 2006 - July 2007
Skills
Financial Analysis, Financial Reporting, Analysis, Finance, Accounting, Financial Modeling, Risk Management, General Ledger, Access, Business Analysis, Process Improvement, Corporate Finance, Forecasting, SAP, Account Reconciliation, Auditing, Financial Accounting, Data Analysis, Hyperion HFM, Hyperion EPM, Hyperion Financial..., Shared Services, Hyperion Reports, Integration, Software Project..., Vendor Management, Software Development, SDLC, Financial Services, Management, Business Intelligence, Databases
Education
Boston University 2002 — 2008
University of the Punjab, Lahore 1988 — 1990
Masters of Business Education, Accounting and Finance
Nick Chunias's Investors Bank & Trust Experience July 1993 - February 1999
Job Inbound Marketing Expert & Consultant
Industry Management Consulting
Experience
Inbound365.com 2011 - Present
Healthy Products 2010 - 2011
Internet Retailer of Health Related Products March 1999 - October 2010
Investors Bank & Trust July 1993 - February 1999
Coopers & Lybrand July 1988 - July 1993
Skills
Marketing Strategy, Online Marketing, SEO, Social Networking, Social Media, Optimization, Business Strategy, Business Analysis, Financial Analysis, Mergers, Acquisition Analysis, Strategic Planning, Operations Management, Change Management, Inventory Management, Logistics, Purchasing, Team Management, Contract Negotiation, Financial Reporting, E-commerce, Writing, Wordpress
Education
Boston University Questrom School of Business 1987 — 1988
BSBA, Accounting
Inbound365.com 2011 - Present
Healthy Products 2010 - 2011
Internet Retailer of Health Related Products March 1999 - October 2010
Investors Bank & Trust July 1993 - February 1999
Coopers & Lybrand July 1988 - July 1993
Skills
Marketing Strategy, Online Marketing, SEO, Social Networking, Social Media, Optimization, Business Strategy, Business Analysis, Financial Analysis, Mergers, Acquisition Analysis, Strategic Planning, Operations Management, Change Management, Inventory Management, Logistics, Purchasing, Team Management, Contract Negotiation, Financial Reporting, E-commerce, Writing, Wordpress
Education
Boston University Questrom School of Business 1987 — 1988
BSBA, Accounting
Shannon Thibeaux-Burgess's Investors Bank & Trust Experience 2000 - 2007
Job Vice President, Legal Operations, Management and Administration at State Street Corporation
Industry Financial Services
Experience
State Street Bank March 2013 - Present
State Street Bank July 2007 - March 2013
Investors Bank & Trust 2000 - 2007
Fidelity Investments 1998 - 2000
Skills
Mutual Funds, Securities, Fixed Income, Series 63, Asset Managment, Series 7, Alternative Investments, Investments, Hedge Funds, Financial Services, Bloomberg, Investment Management
Education
Simmons College - Simmons School of Management 2004 — 2007
MBA
Boston University
BA, Political Science
State Street Bank March 2013 - Present
State Street Bank July 2007 - March 2013
Investors Bank & Trust 2000 - 2007
Fidelity Investments 1998 - 2000
Skills
Mutual Funds, Securities, Fixed Income, Series 63, Asset Managment, Series 7, Alternative Investments, Investments, Hedge Funds, Financial Services, Bloomberg, Investment Management
Education
Simmons College - Simmons School of Management 2004 — 2007
MBA
Boston University
BA, Political Science
Adam Morse's Investors Bank & Trust Experience April 2005 - January 2007
Job Assistant Vice President at State Street Corporation
Industry Investment Banking
Experience
State Street June 2012 - Present
State Street January 2007 - February 2013
Investors Bank & Trust April 2005 - January 2007
Investors Bank & Trust March 2004 - April 2005
Investors Bank & Trust July 2002 - March 2004
Skills
Microsoft Excel, Operations Management, Project Management, Internal Controls, Training
Education
Boston University 1997 — 2001
BA, Business Management & Psychology
State Street June 2012 - Present
State Street January 2007 - February 2013
Investors Bank & Trust April 2005 - January 2007
Investors Bank & Trust March 2004 - April 2005
Investors Bank & Trust July 2002 - March 2004
Skills
Microsoft Excel, Operations Management, Project Management, Internal Controls, Training
Education
Boston University 1997 — 2001
BA, Business Management & Psychology
Austin Castro's Investors Bank & Trust Experience August 1997 - October 1999
Job Senior Manager at The SiegfriedGroup
Industry Financial Services
Experience
The Siegfried Group, LLP 2007 - Present
Ernst & Young August 2006 - February 2007
Deloitte & Touche October 2003 - August 2006
Deutsche Bank November 1999 - December 2003
Investors Bank & Trust August 1997 - October 1999
Education
Boston University 1988 — 1992
The Siegfried Group, LLP 2007 - Present
Ernst & Young August 2006 - February 2007
Deloitte & Touche October 2003 - August 2006
Deutsche Bank November 1999 - December 2003
Investors Bank & Trust August 1997 - October 1999
Education
Boston University 1988 — 1992
Natalia Pavlova's Investors Bank & Trust Experience February 2007 - July 2007
Job Client Service Officer at State Street
Industry Financial Services
Experience
State Street December 2013 - Present
State Street June 2008 - December 2013
State Street July 2007 - June 2008
Investors Bank & Trust February 2007 - July 2007
Investors Bank & Trust June 2006 - February 2007
Skills
Bloomberg, Financial Analysis, Data Analysis, Process Improvement, Accounting, Mutual Funds, Fund Accounting, FX trading, Derivatives, FX Spot, Equities, Microsoft Excel, Fixed Income, Securities, Finance, Global Custody, Fund Of Funds, Settlement, AML, Financial Reporting
Education
Boston University 2008 — 2010
Financial Economics
Bryant University 2002 — 2006
BSBA, Finance
State Street December 2013 - Present
State Street June 2008 - December 2013
State Street July 2007 - June 2008
Investors Bank & Trust February 2007 - July 2007
Investors Bank & Trust June 2006 - February 2007
Skills
Bloomberg, Financial Analysis, Data Analysis, Process Improvement, Accounting, Mutual Funds, Fund Accounting, FX trading, Derivatives, FX Spot, Equities, Microsoft Excel, Fixed Income, Securities, Finance, Global Custody, Fund Of Funds, Settlement, AML, Financial Reporting
Education
Boston University 2008 — 2010
Financial Economics
Bryant University 2002 — 2006
BSBA, Finance
Jeffrey Parker, CFA's Investors Bank & Trust Experience October 2005 - May 2006
Job Finance Manager at Affiliated Managers Group
Industry Financial Services
Experience
Affiliated Managers Group April 2012 - Present
Sunovion Pharmaceuticals Inc. October 2008 - April 2012
Decision Resources May 2006 - October 2008
Investors Bank & Trust October 2005 - May 2006
Investors Bank & Trust September 2004 - October 2005
Skills
Accounting, Financial Modeling, Financial Reporting, Bloomberg, SOX, Hyperion Planning, Valuation, Finance, Corporate Finance, Portfolio Management, Investments, Analysis, Budgets, Equities, Strategy, Financial Analysis, Financial Planning, Sarbanes-Oxley Act
Education
Brandeis University, Lemberg - International Business School 2005 — 2008
Masters in Science, Finance
Springfield College 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Affiliated Managers Group April 2012 - Present
Sunovion Pharmaceuticals Inc. October 2008 - April 2012
Decision Resources May 2006 - October 2008
Investors Bank & Trust October 2005 - May 2006
Investors Bank & Trust September 2004 - October 2005
Skills
Accounting, Financial Modeling, Financial Reporting, Bloomberg, SOX, Hyperion Planning, Valuation, Finance, Corporate Finance, Portfolio Management, Investments, Analysis, Budgets, Equities, Strategy, Financial Analysis, Financial Planning, Sarbanes-Oxley Act
Education
Brandeis University, Lemberg - International Business School 2005 — 2008
Masters in Science, Finance
Springfield College 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Michael Walpole's Investors Bank & Trust Experience October 2005 - July 2007
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan October 2013 - January 2014
State Street July 2007 - April 2013
Investors Bank & Trust October 2005 - July 2007
Investors Bank & Trust Company December 2003 - October 2005
Bank of America January 1999 - December 2003
Skills
Financial Modeling, Process Improvement, Analysis, Securities, Global Custody, Corporate Actions, Financial Analysis, Project Management, Management, Forecasting, Due Diligence, Hedge Funds, Tax Law, Outsourcing, Strategic Planning, Vendor Management, Compliance, Manage Client..., Oral & Written..., Financial Reporting, Program Management, Strategic Influence, Product Management, Client Training, Cross Functional Team..., Offshore Outsourcing, Business Continuity..., IT Business Strategy, Offshore Management, Accruals, Data Collection, Expenses, KPI Reports, KPI implementation, Solution Implementation, Revenue Analysis, Product Development, Application Support, Transfer Agency, Requirements Gathering, Regulatory Requirements, FATCA, Operational..., User Acceptance Testing, Test Scripts, Scenario Analysis
Education
Boston University 2000 — 2003
MSAS, Financial Economics
Westfield State University 1994 — 1997
BA, Psychology / Business Management
J.P. Morgan January 2014 - Present
J.P. Morgan October 2013 - January 2014
State Street July 2007 - April 2013
Investors Bank & Trust October 2005 - July 2007
Investors Bank & Trust Company December 2003 - October 2005
Bank of America January 1999 - December 2003
Skills
Financial Modeling, Process Improvement, Analysis, Securities, Global Custody, Corporate Actions, Financial Analysis, Project Management, Management, Forecasting, Due Diligence, Hedge Funds, Tax Law, Outsourcing, Strategic Planning, Vendor Management, Compliance, Manage Client..., Oral & Written..., Financial Reporting, Program Management, Strategic Influence, Product Management, Client Training, Cross Functional Team..., Offshore Outsourcing, Business Continuity..., IT Business Strategy, Offshore Management, Accruals, Data Collection, Expenses, KPI Reports, KPI implementation, Solution Implementation, Revenue Analysis, Product Development, Application Support, Transfer Agency, Requirements Gathering, Regulatory Requirements, FATCA, Operational..., User Acceptance Testing, Test Scripts, Scenario Analysis
Education
Boston University 2000 — 2003
MSAS, Financial Economics
Westfield State University 1994 — 1997
BA, Psychology / Business Management
Laura Politano's Investors Bank & Trust Experience August 2005 - February 2006
Job Operations Specialist at Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management January 2010 - March 2010
Franklin Portfolio Associates February 2006 - December 2009
Investors Bank & Trust August 2005 - February 2006
Education
Bridgewater State University 2001 — 2005
Mellon Capital Management January 2010 - March 2010
Franklin Portfolio Associates February 2006 - December 2009
Investors Bank & Trust August 2005 - February 2006
Education
Bridgewater State University 2001 — 2005
Steven Costantino's Investors Bank & Trust Experience August 1999 - May 2000
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
Fidelity September 2007 - March 2011
PAREXEL June 2005 - September 2007
Tombolo, Inc. August 2001 - June 2005
Investors Bank & Trust August 1999 - May 2000
Investors Bank & Trust August 1997 - August 1999
Skills
Cross-functional Team..., Program Management, Vendor Management, Relationship Management, Marketing, Process Improvement, SDLC, Project Portfolio..., Business Analysis
Education
Boston University Questrom School of Business 2000 — 2001
MS-MBA, Masters in Business Administration and Masters in Information Systems Dual Degree Graduate Program
University of Vermont 1989 — 1993
BS, Finance
Fidelity Investments March 2011 - Present
Fidelity September 2007 - March 2011
PAREXEL June 2005 - September 2007
Tombolo, Inc. August 2001 - June 2005
Investors Bank & Trust August 1999 - May 2000
Investors Bank & Trust August 1997 - August 1999
Skills
Cross-functional Team..., Program Management, Vendor Management, Relationship Management, Marketing, Process Improvement, SDLC, Project Portfolio..., Business Analysis
Education
Boston University Questrom School of Business 2000 — 2001
MS-MBA, Masters in Business Administration and Masters in Information Systems Dual Degree Graduate Program
University of Vermont 1989 — 1993
BS, Finance
Joshua Gravel's Investors Bank & Trust Experience August 2005 - August 2006
Job Officer at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street Alternative Investment Solutions December 2012 - Present
State Street Alternative Investment Solutions August 2006 - December 2012
Investors Bank & Trust August 2005 - August 2006
State Street Corporation August 2004 - August 2005
Skills
Fixed Income, Financial Reporting, Financial Analysis, Banking, Bloomberg, Derivatives, Equities, Accounting, Asset Management, Auditing, Financial Modeling, Financial Services, Hedge Funds, Investments, Risk Management, Valuation
Education
Bridgewater State College 2000 — 2004
BS, Management, Minor in Finance
State Street Alternative Investment Solutions December 2012 - Present
State Street Alternative Investment Solutions August 2006 - December 2012
Investors Bank & Trust August 2005 - August 2006
State Street Corporation August 2004 - August 2005
Skills
Fixed Income, Financial Reporting, Financial Analysis, Banking, Bloomberg, Derivatives, Equities, Accounting, Asset Management, Auditing, Financial Modeling, Financial Services, Hedge Funds, Investments, Risk Management, Valuation
Education
Bridgewater State College 2000 — 2004
BS, Management, Minor in Finance
Igor Barmash's Investors Bank & Trust Experience January 1999 - May 2000
Job REALTOR® at Coldwell Banker Residential Real Estate
Industry Real Estate
Experience
GMO May 2000 - December 2013
Investors Bank & Trust January 1999 - May 2000
Skills
Hedge Funds, Program Management, Securities, Equities, Project Management, Strategy, Strategic Planning, Business Strategy, Mutual Funds, Financial Markets, Derivatives, Business Analysis, Equity Trading, Risk Management, Asset Allocation, Asset Management, Financial Services, Valuation, Investment Management, Investments, Commodity, Trading Systems, Portfolio Management, Bloomberg, Capital Markets, Emerging Markets, Options, Corporate Actions, Trading, Global Custody, Electronic Trading, Data Analysis, Fund Accounting, Global Cash Management, FX trading, Electronic Trading...
Education
Boston University Questrom School of Business 2000 — 2003
MBA, Finance
Tufts University 1988 — 1992
BA, International Relations
Ramaz
GMO May 2000 - December 2013
Investors Bank & Trust January 1999 - May 2000
Skills
Hedge Funds, Program Management, Securities, Equities, Project Management, Strategy, Strategic Planning, Business Strategy, Mutual Funds, Financial Markets, Derivatives, Business Analysis, Equity Trading, Risk Management, Asset Allocation, Asset Management, Financial Services, Valuation, Investment Management, Investments, Commodity, Trading Systems, Portfolio Management, Bloomberg, Capital Markets, Emerging Markets, Options, Corporate Actions, Trading, Global Custody, Electronic Trading, Data Analysis, Fund Accounting, Global Cash Management, FX trading, Electronic Trading...
Education
Boston University Questrom School of Business 2000 — 2003
MBA, Finance
Tufts University 1988 — 1992
BA, International Relations
Ramaz
Horacio Rocha, CFA's Investors Bank & Trust Experience May 1997 - January 2001
Job Investment Analyst at AI International
Industry Investment Management
Experience
AI International Inc. July 2005 - Present
Arrowstreet Capital April 2003 - June 2004
Garrett Nagle & Co January 2001 - April 2003
Investors Bank & Trust May 1997 - January 2001
Skills
Fixed Income, Hedge Funds, Portfolio Management, Asset Managment, Investments, Investment Management, Bloomberg, Alternative Investments, Equities
Education
Brandeis International Business School 2002 — 2004
Masters in Finance
Florida International University 1991 — 1996
BBA, Finance
Hunter College
PSU
AI International Inc. July 2005 - Present
Arrowstreet Capital April 2003 - June 2004
Garrett Nagle & Co January 2001 - April 2003
Investors Bank & Trust May 1997 - January 2001
Skills
Fixed Income, Hedge Funds, Portfolio Management, Asset Managment, Investments, Investment Management, Bloomberg, Alternative Investments, Equities
Education
Brandeis International Business School 2002 — 2004
Masters in Finance
Florida International University 1991 — 1996
BBA, Finance
Hunter College
PSU
Thomas Russillo's Investors Bank & Trust Experience July 2006 - April 2007
Job Associate Director Client Finance at DigitasLBi_US
Industry Marketing and Advertising
Experience
DigitasLBi_US March 2015 - Present
Digitas May 2012 - February 2015
Digitas November 2011 - April 2012
Digitas April 2010 - October 2011
State Street April 2007 - July 2009
Investors Bank & Trust July 2006 - April 2007
Investors Bank & Trust December 2004 - July 2006
Merrill Lynch April 2002 - July 2004
Skills
Process Improvement, Bloomberg, Data Analysis, Access, Portfolio Management, Equities, Fixed Income
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Finance
Villanova University 1997 — 2001
BS, Finance
DigitasLBi_US March 2015 - Present
Digitas May 2012 - February 2015
Digitas November 2011 - April 2012
Digitas April 2010 - October 2011
State Street April 2007 - July 2009
Investors Bank & Trust July 2006 - April 2007
Investors Bank & Trust December 2004 - July 2006
Merrill Lynch April 2002 - July 2004
Skills
Process Improvement, Bloomberg, Data Analysis, Access, Portfolio Management, Equities, Fixed Income
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Finance
Villanova University 1997 — 2001
BS, Finance
Michelle Malloy's Investors Bank & Trust Experience 2005 - 2007
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street April 2015 - Present
State Street July 2007 - Present
Investors Bank & Trust 2005 - 2007
Skills
Fund Accounting, Fixed Income, Equities, Securities, Leadership
Education
Bridgewater State University 2000 — 2005
State Street April 2015 - Present
State Street July 2007 - Present
Investors Bank & Trust 2005 - 2007
Skills
Fund Accounting, Fixed Income, Equities, Securities, Leadership
Education
Bridgewater State University 2000 — 2005
Jim DiPetrillo, CFA's Investors Bank & Trust Experience June 2000 - December 2004
Job Municipal Bond Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2011 - Present
Boston University April 2008 - December 2011
Boston University January 2005 - March 2008
Investors Bank & Trust June 2000 - December 2004
Fleet Bank January 2000 - May 2000
Education
CFA Institute 2007 — 2010
Chartered Financial Analyst
Boston University Questrom School of Business 2005 — 2008
MBA, finance
Stonehill College 1996 — 2000
BS, Accounting
Johnston High School 1993 — 1996
HS Diploma
Putnam Investments December 2011 - Present
Boston University April 2008 - December 2011
Boston University January 2005 - March 2008
Investors Bank & Trust June 2000 - December 2004
Fleet Bank January 2000 - May 2000
Education
CFA Institute 2007 — 2010
Chartered Financial Analyst
Boston University Questrom School of Business 2005 — 2008
MBA, finance
Stonehill College 1996 — 2000
BS, Accounting
Johnston High School 1993 — 1996
HS Diploma
Stephen Stanish's Investors Bank & Trust Experience January 2004 - June 2005
Job Financial Systems Analyst at Boston Medical Center
Industry Hospital & Health Care
Experience
Boston Medical Center January 2011 - Present
State Street Corporation January 2009 - January 2011
State Street Bank August 2007 - December 2008
Investors Bank & Trust (Now State Street) July 2005 - August 2007
Investors Bank & Trust January 2004 - June 2005
Investors Bank & Trust January 2004 - July 2004
The Patriot Ledger April 2000 - December 2003
Skills
Financial Modeling, Financial Reporting, Fund Accounting, Financial Analysis, Account Reconciliation, Auditing, Analysis, Portfolio Management, Asset Management, Accounting, Investments, Fixed Income, Finance, General Ledger
Education
Brandeis International Business School 2006 — 2008
Finance, Master of Science in Finance
Merrimack CollegeNorth 1999 — 2003
Bachelor of Arts, English
Xaverian Brothers High School 1995 — 1999
Boston Medical Center January 2011 - Present
State Street Corporation January 2009 - January 2011
State Street Bank August 2007 - December 2008
Investors Bank & Trust (Now State Street) July 2005 - August 2007
Investors Bank & Trust January 2004 - June 2005
Investors Bank & Trust January 2004 - July 2004
The Patriot Ledger April 2000 - December 2003
Skills
Financial Modeling, Financial Reporting, Fund Accounting, Financial Analysis, Account Reconciliation, Auditing, Analysis, Portfolio Management, Asset Management, Accounting, Investments, Fixed Income, Finance, General Ledger
Education
Brandeis International Business School 2006 — 2008
Finance, Master of Science in Finance
Merrimack CollegeNorth 1999 — 2003
Bachelor of Arts, English
Xaverian Brothers High School 1995 — 1999
Mark Gettig, MBA, CPA's Investors Bank & Trust Experience June 1997 - November 1998
Job Vice President, Finance and Operations at Jarden Corporation
Industry Consumer Goods
Experience
Jarden Corporation February 2014 - Present
Jarden Corporation August 2008 - February 2014
Bose Corporation September 2005 - August 2008
Unilever August 2004 - September 2005
Bose Corporation March 2000 - August 2002
Bose Corporation November 1998 - March 2000
Investors Bank & Trust June 1997 - November 1998
Skills
Financial Analysis, Forecasting, Cost Accounting, Financial Reporting, Income Statement, Consumer Products, Internal Controls, Budgets, Hyperion Enterprise, Process Improvement, Sarbanes-Oxley Act, Financial Modeling, Accounting, Finance
Education
Boston University Questrom School of Business 2002 — 2004
MBA, Finance and Accounting
Colgate University 1992 — 1997
BA, Economics
Jarden Corporation February 2014 - Present
Jarden Corporation August 2008 - February 2014
Bose Corporation September 2005 - August 2008
Unilever August 2004 - September 2005
Bose Corporation March 2000 - August 2002
Bose Corporation November 1998 - March 2000
Investors Bank & Trust June 1997 - November 1998
Skills
Financial Analysis, Forecasting, Cost Accounting, Financial Reporting, Income Statement, Consumer Products, Internal Controls, Budgets, Hyperion Enterprise, Process Improvement, Sarbanes-Oxley Act, Financial Modeling, Accounting, Finance
Education
Boston University Questrom School of Business 2002 — 2004
MBA, Finance and Accounting
Colgate University 1992 — 1997
BA, Economics
Rajiv Yoganathan's Investors Bank & Trust Experience June 1999 - June 2000
Job Sr Associate Research Informatics
Industry Information Technology and Services
Experience
Pfizer June 2001 - Present
Wyeth Pharmaceuticals\Pfizer January 2006 - August 2010
Wyeth Pharmaceuticals \ Pfizer January 2004 - December 2005
Wyeth Pharmaceuticals \ Pfizer June 2001 - December 2003
Cisco Systems March 2001 - June 2001
Datex-Ohmeda, Inc July 2000 - March 2001
Investors Bank & Trust June 1999 - June 2000
Investors Bank & Trust January 1999 - June 1999
Skills
VMware ESX, Microsoft Exchange, Windows Server, XP, Active Directory, Windows Vista, Change Control
Education
Brandeis University 2005 — 2008
Masters of Science, Information Technology Management
University of Massachusetts Boston 1995 — 1999
Bachelor of Science, Management Information Systems
Winchester High 1991 — 1995
Pfizer June 2001 - Present
Wyeth Pharmaceuticals\Pfizer January 2006 - August 2010
Wyeth Pharmaceuticals \ Pfizer January 2004 - December 2005
Wyeth Pharmaceuticals \ Pfizer June 2001 - December 2003
Cisco Systems March 2001 - June 2001
Datex-Ohmeda, Inc July 2000 - March 2001
Investors Bank & Trust June 1999 - June 2000
Investors Bank & Trust January 1999 - June 1999
Skills
VMware ESX, Microsoft Exchange, Windows Server, XP, Active Directory, Windows Vista, Change Control
Education
Brandeis University 2005 — 2008
Masters of Science, Information Technology Management
University of Massachusetts Boston 1995 — 1999
Bachelor of Science, Management Information Systems
Winchester High 1991 — 1995
Andrea Chong's Investors Bank & Trust Experience 2002 - 2003
Job Accounting | Research | Higher Education
Industry Research
Experience
Brandeis University October 2014 - Present
Boston University, Department of Economics 2004 - 2013
Investors Bank & Trust 2002 - 2003
Investors Bank & Trust 2001 - 2002
Investors Bank & Trust 1999 - 2001
Manulife Financial 1998 - 1999
Skills
Accounting, Budgets, Data Analysis, Project Management, Research, Higher Education
Education
Boston University Graduate School of Management 2012 — 2013
Canton High
Ithaca College
Bachelor of Arts (B.A.), English
Brandeis University October 2014 - Present
Boston University, Department of Economics 2004 - 2013
Investors Bank & Trust 2002 - 2003
Investors Bank & Trust 2001 - 2002
Investors Bank & Trust 1999 - 2001
Manulife Financial 1998 - 1999
Skills
Accounting, Budgets, Data Analysis, Project Management, Research, Higher Education
Education
Boston University Graduate School of Management 2012 — 2013
Canton High
Ithaca College
Bachelor of Arts (B.A.), English
Peter Milczarek's Investors Bank & Trust Experience February 2006 - June 2007
Job VP, Sr Analyst Santander Global Banking & Markets
Industry Banking
Experience
Santander Bank, N.A. May 2013 - Present
Santander Bank, N.A. March 2012 - May 2013
Standish Mellon Asset Management August 2010 - February 2012
Putnam Investments July 2007 - August 2010
Investors Bank & Trust February 2006 - June 2007
Eastern Bank 2005 - 2006
The May Institute June 2005 - August 2005
Skills
VBA, SQL, Portfolio Analysis, Risk Management, Risk Analysis, Fixed Income, Barclays POINT, Hedging, FX Hedging, Cash Management, Asset Allocation, Modeling, Quantitative Analysis, Qualitative Research, Interest Rate..., Country Risk Analysis, Credit Derivatives, Capital IQ, Factset, Application Development, Technology Integration, Process Optimization, Data Analysis, Query Optimization, Performance Analysis, Data Mining, Bloomberg, InvestorTools Perform, C++, R, MySQL, Microsoft Office, Fund Analysis, Python, Kondor Global Risk, Counterparty Risk, Quantitative Analytics, Portfolio Management, Analysis, FX Options, Asset Management, Mutual Funds
Education
University of Massachusetts Boston 2015 — 2016
Fellow - Emerging Leaders Program - Center for Collaborative Leadership
Boston University 2008 — 2009
MS, Investment Management
Boston University Questrom School of Business 2008 — 2009
Masters, Investment Management
Salem State University 2003 — 2006
B.S, Finance, Economics
Santander Bank, N.A. May 2013 - Present
Santander Bank, N.A. March 2012 - May 2013
Standish Mellon Asset Management August 2010 - February 2012
Putnam Investments July 2007 - August 2010
Investors Bank & Trust February 2006 - June 2007
Eastern Bank 2005 - 2006
The May Institute June 2005 - August 2005
Skills
VBA, SQL, Portfolio Analysis, Risk Management, Risk Analysis, Fixed Income, Barclays POINT, Hedging, FX Hedging, Cash Management, Asset Allocation, Modeling, Quantitative Analysis, Qualitative Research, Interest Rate..., Country Risk Analysis, Credit Derivatives, Capital IQ, Factset, Application Development, Technology Integration, Process Optimization, Data Analysis, Query Optimization, Performance Analysis, Data Mining, Bloomberg, InvestorTools Perform, C++, R, MySQL, Microsoft Office, Fund Analysis, Python, Kondor Global Risk, Counterparty Risk, Quantitative Analytics, Portfolio Management, Analysis, FX Options, Asset Management, Mutual Funds
Education
University of Massachusetts Boston 2015 — 2016
Fellow - Emerging Leaders Program - Center for Collaborative Leadership
Boston University 2008 — 2009
MS, Investment Management
Boston University Questrom School of Business 2008 — 2009
Masters, Investment Management
Salem State University 2003 — 2006
B.S, Finance, Economics
John McManus CPA's Investors Bank & Trust Experience 2006 - 2006
Job at Dennis & Associates PC
Industry Accounting
Experience
Dennis & Associates PC June 2001 - Present
Investors Bank & Trust 2006 - 2006
Dennis & Associates PC June 2001 - June 2005
Skills
Tax Preparation, QuickBooks, Financial Statements, Financial Analysis, CPA, Accounting, Tax, General Ledger, Financial Reporting, Tax Returns, Sales Tax, Small Business, Managerial Finance, Accounts Payable, Corporate Tax, Estate Planning, Income Tax, Bookkeeping, Auditing, Revenue Recognition, Payroll, Account Reconciliation, S Corporations
Education
University of Massachusetts Boston 2000 — 2001
Accounting
Bridgewater State College 1987 — 1991
BS, Business
Boston College High School 1983 — 1987
Dennis & Associates PC June 2001 - Present
Investors Bank & Trust 2006 - 2006
Dennis & Associates PC June 2001 - June 2005
Skills
Tax Preparation, QuickBooks, Financial Statements, Financial Analysis, CPA, Accounting, Tax, General Ledger, Financial Reporting, Tax Returns, Sales Tax, Small Business, Managerial Finance, Accounts Payable, Corporate Tax, Estate Planning, Income Tax, Bookkeeping, Auditing, Revenue Recognition, Payroll, Account Reconciliation, S Corporations
Education
University of Massachusetts Boston 2000 — 2001
Accounting
Bridgewater State College 1987 — 1991
BS, Business
Boston College High School 1983 — 1987
Patty McGeary's Investors Bank & Trust Experience 2001 - 2002
Job Director of Clinical Operations eCare Deployment at Brigham and Women's Hospital
Industry Information Technology and Services
Experience
Brigham and Women's Hospital September 2014 - Present
Harvard Vanguard Medical Associates January 2011 - September 2014
Harvard Vanguard Medical Associates May 2006 - December 2010
GE Healthcare 2003 - 2006
Investors Bank & Trust 2001 - 2002
NerveWire Incorporated 2000 - 2001
CDI Professional Services 1997 - 2000
SunGard Financial Systems 1994 - 1996
Skills
Project Management, Team Leadership, Team Building, Business Analysis, Leadership, Information Technology, Epic Systems, Software Development, Software Documentation, Healthcare, EMR, SharePoint, MS Project, Program Management, SDLC, Healthcare Information..., EHR, Process Improvement, Hospitals, Management, Ambulatory
Education
Boston University 2011 — 2013
Certifcate in Project Management, Project Management
Franklin Pierce College
Bachelor, Management, Magna Cum Laude
Brigham and Women's Hospital September 2014 - Present
Harvard Vanguard Medical Associates January 2011 - September 2014
Harvard Vanguard Medical Associates May 2006 - December 2010
GE Healthcare 2003 - 2006
Investors Bank & Trust 2001 - 2002
NerveWire Incorporated 2000 - 2001
CDI Professional Services 1997 - 2000
SunGard Financial Systems 1994 - 1996
Skills
Project Management, Team Leadership, Team Building, Business Analysis, Leadership, Information Technology, Epic Systems, Software Development, Software Documentation, Healthcare, EMR, SharePoint, MS Project, Program Management, SDLC, Healthcare Information..., EHR, Process Improvement, Hospitals, Management, Ambulatory
Education
Boston University 2011 — 2013
Certifcate in Project Management, Project Management
Franklin Pierce College
Bachelor, Management, Magna Cum Laude
Kerri-Ann Millar's Investors Bank & Trust Experience 2003 - 2005
Job Finance at Curis
Industry Biotechnology
Experience
Curis 2005 - Present
Investors Bank & Trust 2003 - 2005
Brown Brothers Harriman 1997 - 2003
Coopers & Lybrand 1992 - 1997
Skills
Financial Analysis, Information Technology, Financial Accounting, Compliance, Enterprise Risk..., Auditing, Project Management, Financial Services, Tax Preparation, Internal Audit, Financial Reporting, Internal Control..., Corporate Governance
Education
Boston University 1988 — 1992
Bachelor of Science (BS), Accounting
Curis 2005 - Present
Investors Bank & Trust 2003 - 2005
Brown Brothers Harriman 1997 - 2003
Coopers & Lybrand 1992 - 1997
Skills
Financial Analysis, Information Technology, Financial Accounting, Compliance, Enterprise Risk..., Auditing, Project Management, Financial Services, Tax Preparation, Internal Audit, Financial Reporting, Internal Control..., Corporate Governance
Education
Boston University 1988 — 1992
Bachelor of Science (BS), Accounting
Ellen Heim's Investors Bank & Trust Experience June 1994 - July 1996
Job Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
Agencyport Software April 2009 - August 2012
Fidelity Investments November 1998 - February 2009
Investors Bank & Trust June 1994 - July 1996
Andersen Consulting June 1993 - June 1994
Prudential Asset Management Company June 1987 - August 1991
Skills
Project Management, Systems Analysis, Project Portfolio..., Financial Services, Project Delivery, Full SDLC, Resource Management, Leadership, Analysis, Team Management, MS Project, Software Development, Business Process, Outsourcing
Education
Boston University Questrom School of Business 1991 — 1993
MBA/MS, Management Information Systems
Duke University 1983 — 1987
BA, Economics
TIAA-CREF August 2012 - Present
Agencyport Software April 2009 - August 2012
Fidelity Investments November 1998 - February 2009
Investors Bank & Trust June 1994 - July 1996
Andersen Consulting June 1993 - June 1994
Prudential Asset Management Company June 1987 - August 1991
Skills
Project Management, Systems Analysis, Project Portfolio..., Financial Services, Project Delivery, Full SDLC, Resource Management, Leadership, Analysis, Team Management, MS Project, Software Development, Business Process, Outsourcing
Education
Boston University Questrom School of Business 1991 — 1993
MBA/MS, Management Information Systems
Duke University 1983 — 1987
BA, Economics
Michael DiGiando's Investors Bank & Trust Experience December 2005 - June 2007
Job at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc. January 2010 - Present
State Street Bank July 2007 - December 2009
Investors Bank & Trust December 2005 - June 2007
Skills
Business Process..., Operational Efficiency, Operations Management, IT Operations, Operational Risk..., APX, Moxy, Axys, VBA, Access Database, Business Continuity..., Disaster Recovery, Account Reconciliation, Settlement, Back Office, Middle Office, Project Coordination, Data Analysis, Microsoft Excel, Bank Reconciliation, Project Management, Process Improvement, Process Automation
Education
Boston University 2001 — 2005
BA, American Politics / Pre-Law
Wellesley High 1997 — 2001
Wellesley High
Appleton Partners, Inc. January 2010 - Present
State Street Bank July 2007 - December 2009
Investors Bank & Trust December 2005 - June 2007
Skills
Business Process..., Operational Efficiency, Operations Management, IT Operations, Operational Risk..., APX, Moxy, Axys, VBA, Access Database, Business Continuity..., Disaster Recovery, Account Reconciliation, Settlement, Back Office, Middle Office, Project Coordination, Data Analysis, Microsoft Excel, Bank Reconciliation, Project Management, Process Improvement, Process Automation
Education
Boston University 2001 — 2005
BA, American Politics / Pre-Law
Wellesley High 1997 — 2001
Wellesley High
Neslly Lynch's Investors Bank & Trust Experience 2006 - 2007
Job AVP, Alternative Investments Financial Reporting
Industry Financial Services
Experience
State Street September 2015 - Present
State Street April 2013 - September 2015
State Street June 2010 - March 2013
State Street January 2008 - June 2010
Investors Bank & Trust 2006 - 2007
Skills
Fund Accounting, Alternative Investments, Financial Reporting, ETFs, Bloomberg, Fund Administration, Accounting, Financial Services, Equities, Fixed Income, Financial Modeling, Financial Analysis, Investments, Mutual Funds
Education
Suffolk University - Sawyer Business School 2014 — 2017
Masters of Science in Accounting (MSA)
Boston University 2003 — 2006
Business Administration and Management, General
State Street September 2015 - Present
State Street April 2013 - September 2015
State Street June 2010 - March 2013
State Street January 2008 - June 2010
Investors Bank & Trust 2006 - 2007
Skills
Fund Accounting, Alternative Investments, Financial Reporting, ETFs, Bloomberg, Fund Administration, Accounting, Financial Services, Equities, Fixed Income, Financial Modeling, Financial Analysis, Investments, Mutual Funds
Education
Suffolk University - Sawyer Business School 2014 — 2017
Masters of Science in Accounting (MSA)
Boston University 2003 — 2006
Business Administration and Management, General
Stephen Trimble PMP®'s Investors Bank & Trust Experience January 1994 - June 1995
Job Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Fidelity Investments March 2010 - October 2011
Fidelity Investments January 2009 - March 2010
Fidelity Investments December 2004 - January 2009
Fidelity Investments February 2001 - December 2004
Fidelity Investments January 1997 - February 2001
Fidelity Investments June 1995 - January 1997
Investors Bank & Trust January 1994 - June 1995
Saint-Gobain Abrasives May 1992 - January 1994
CSC Consulting May 1989 - June 1992
Skills
Check Processing, ACH, Mutual Funds, Program Management, Portfolio Management, Partner Relationship..., Risk Management, Financial Services, Checks, Business Process..., Relationship Management, SDLC, Team Management, Partner Management, PMO, Project Management
Education
Boston University Questrom School of Business 1984 — 1988
MBA, General Management
Colby College 1978 — 1982
Bachelor of Arts (B.A.), Government
Fidelity Investments November 2011 - Present
Fidelity Investments March 2010 - October 2011
Fidelity Investments January 2009 - March 2010
Fidelity Investments December 2004 - January 2009
Fidelity Investments February 2001 - December 2004
Fidelity Investments January 1997 - February 2001
Fidelity Investments June 1995 - January 1997
Investors Bank & Trust January 1994 - June 1995
Saint-Gobain Abrasives May 1992 - January 1994
CSC Consulting May 1989 - June 1992
Skills
Check Processing, ACH, Mutual Funds, Program Management, Portfolio Management, Partner Relationship..., Risk Management, Financial Services, Checks, Business Process..., Relationship Management, SDLC, Team Management, Partner Management, PMO, Project Management
Education
Boston University Questrom School of Business 1984 — 1988
MBA, General Management
Colby College 1978 — 1982
Bachelor of Arts (B.A.), Government
John Poyant's Investors Bank & Trust Experience May 2006 - July 2007
Job Vice President/Large Client Integration at State Street Bank
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust May 2006 - July 2007
Investors Bank & Trust May 2004 - May 2006
Skills
Corporate Actions, Equities, Asset Management, Securities, Mutual Funds, Fixed Income, Derivatives, Fund Accounting, Bloomberg, Alternative Investments, Investments, Financial Services, Bonds, Hedge Funds, Series 7, Relationship Management
Education
Bridgewater State University 1995 — 2000
Motor Development Therapy, Psychology
State Street July 2007 - Present
Investors Bank & Trust May 2006 - July 2007
Investors Bank & Trust May 2004 - May 2006
Skills
Corporate Actions, Equities, Asset Management, Securities, Mutual Funds, Fixed Income, Derivatives, Fund Accounting, Bloomberg, Alternative Investments, Investments, Financial Services, Bonds, Hedge Funds, Series 7, Relationship Management
Education
Bridgewater State University 1995 — 2000
Motor Development Therapy, Psychology
Art Galloway's Investors Bank & Trust Experience December 1996 - March 2005
Job Chief Operating Officer at Picton Mahoney Asset Management
Industry Investment Management
Experience
Picton Mahoney Asset Management April 2005 - Present
Investors Bank & Trust December 1996 - March 2005
IBT Trust Company 1995 - 2005
Education
Brock University 1991 — 1996
Business Administration, Finance
Picton Mahoney Asset Management April 2005 - Present
Investors Bank & Trust December 1996 - March 2005
IBT Trust Company 1995 - 2005
Education
Brock University 1991 — 1996
Business Administration, Finance
Patricia Piekarski's Investors Bank & Trust Experience May 2006 - May 2007
Job Senior HR Generalist at NASDAQ OMX
Industry Human Resources
Experience
NASDAQ OMX April 2013 - Present
Goldman Sachs October 2011 - January 2013
Deutsche Bank May 2010 - July 2011
Merrill Lynch/Bank of America December 2007 - April 2010
UBS Investment Bank August 2007 - November 2007
Investors Bank & Trust May 2006 - May 2007
Ticketmaster August 2004 - April 2006
Skills
HRIS, Onboarding, Deferred Compensation, Employee Relations, Human Resources, Performance Management, Interviews, New Hire Orientations, Payroll, Talent Management, Personnel Management, HR Policies, M&A experience, International..., Immigration Policy, Corporate Relocation, Headcount Reporting, FLSA, Business Objects, Oracle E-Business Suite, Microsoft Excel, Employment Law, Applicant Tracking..., Policy, Succession Planning, PeopleSoft, College Recruiting, Workforce Planning
Education
Brandeis University 1999 — 2003
BA, Psychology & History
NASDAQ OMX April 2013 - Present
Goldman Sachs October 2011 - January 2013
Deutsche Bank May 2010 - July 2011
Merrill Lynch/Bank of America December 2007 - April 2010
UBS Investment Bank August 2007 - November 2007
Investors Bank & Trust May 2006 - May 2007
Ticketmaster August 2004 - April 2006
Skills
HRIS, Onboarding, Deferred Compensation, Employee Relations, Human Resources, Performance Management, Interviews, New Hire Orientations, Payroll, Talent Management, Personnel Management, HR Policies, M&A experience, International..., Immigration Policy, Corporate Relocation, Headcount Reporting, FLSA, Business Objects, Oracle E-Business Suite, Microsoft Excel, Employment Law, Applicant Tracking..., Policy, Succession Planning, PeopleSoft, College Recruiting, Workforce Planning
Education
Brandeis University 1999 — 2003
BA, Psychology & History
Joseph Dubsky, MBA's Investors Bank & Trust Experience September 2004 - September 2005
Job Property & Casualty Professional
Industry Insurance
Experience
Travelers April 2014 - Present
Liberty Mutual Insurance January 2013 - April 2014
Liberty Mutual Insurance May 2010 - January 2013
Liberty Mutual September 2007 - May 2010
Liberty Mutual March 2006 - September 2007
BISYS Fund Services September 2005 - March 2006
Investors Bank & Trust September 2004 - September 2005
Skills
Process Improvement, System Design, Process Engineering, Business Process..., Analysis, Business Analysis, Insurance, Training, Leadership, Management, Six Sigma
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Strategy and Business Analysis
Bridgewater State University 2000 — 2004
BS, Finance and Accounting
Southbridge High School
Travelers April 2014 - Present
Liberty Mutual Insurance January 2013 - April 2014
Liberty Mutual Insurance May 2010 - January 2013
Liberty Mutual September 2007 - May 2010
Liberty Mutual March 2006 - September 2007
BISYS Fund Services September 2005 - March 2006
Investors Bank & Trust September 2004 - September 2005
Skills
Process Improvement, System Design, Process Engineering, Business Process..., Analysis, Business Analysis, Insurance, Training, Leadership, Management, Six Sigma
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Strategy and Business Analysis
Bridgewater State University 2000 — 2004
BS, Finance and Accounting
Southbridge High School
Alyssa Goldstein's Investors Bank & Trust Experience September 2006 - June 2007
Job Private Banker, AVP at Wells Fargo
Industry Banking
Experience
Wells Fargo Private Bank September 2014 - Present
Wells Fargo Private Bank October 2010 - September 2014
State Street July 2007 - October 2010
Investors Bank & Trust September 2006 - June 2007
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Mutual Funds, Securities, Wealth Management, Hedge Funds, Investments, Financial Services, Asset Management, Credit, Banking, Alternative Investments, Financial Analysis
Education
Boston University 2002 — 2006
Bachelor's Degree, Political Science and Government
Wells Fargo Private Bank September 2014 - Present
Wells Fargo Private Bank October 2010 - September 2014
State Street July 2007 - October 2010
Investors Bank & Trust September 2006 - June 2007
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Mutual Funds, Securities, Wealth Management, Hedge Funds, Investments, Financial Services, Asset Management, Credit, Banking, Alternative Investments, Financial Analysis
Education
Boston University 2002 — 2006
Bachelor's Degree, Political Science and Government
Anna Moon's Investors Bank & Trust Experience November 2005 - July 2007
Job Mutual Fund Administration Assistant Director, Officer at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust November 2005 - July 2007
Skills
Bloomberg, Investments, Fund Accounting, Mutual Funds, Fund Administration, Financial Services, Financial Reporting, Financial Analysis, Treasury, Expenses, Compliance, Fixed Income, Derivatives, Equities, Securities, Analysis
Education
University of California, Berkeley 2006 — 2007
Master's degree, Finance, General
New England College of Business and Finance 2006 — 2007
Master's degree, Finance, General
California State University-Los Angeles 2002 — 2004
B.S. Business Administration, Minor Economics
Boston University 1995 — 1998
Pre-Medicine
State Street July 2007 - Present
Investors Bank & Trust November 2005 - July 2007
Skills
Bloomberg, Investments, Fund Accounting, Mutual Funds, Fund Administration, Financial Services, Financial Reporting, Financial Analysis, Treasury, Expenses, Compliance, Fixed Income, Derivatives, Equities, Securities, Analysis
Education
University of California, Berkeley 2006 — 2007
Master's degree, Finance, General
New England College of Business and Finance 2006 — 2007
Master's degree, Finance, General
California State University-Los Angeles 2002 — 2004
B.S. Business Administration, Minor Economics
Boston University 1995 — 1998
Pre-Medicine
Kris Rovelli's Investors Bank & Trust Experience September 1999 - July 2007
Job Vice President Investment Operations at Bank of America
Industry Financial Services
Experience
Bank of America April 2009 - Present
State Street July 2007 - February 2009
Investors Bank & Trust September 1999 - July 2007
Skills
Risk Management, Management, Leadership, Corporate Actions, Operations Management, Investments, Finance, Financial Services, Equities, Fixed Income, Bloomberg, Operational Risk, Securities, Asset Management, Middle Office
Education
Boston University Questrom School of Business 1995 — 1999
BSBA, Finance
Bank of America April 2009 - Present
State Street July 2007 - February 2009
Investors Bank & Trust September 1999 - July 2007
Skills
Risk Management, Management, Leadership, Corporate Actions, Operations Management, Investments, Finance, Financial Services, Equities, Fixed Income, Bloomberg, Operational Risk, Securities, Asset Management, Middle Office
Education
Boston University Questrom School of Business 1995 — 1999
BSBA, Finance
David Vasecka's Investors Bank & Trust Experience 2000 - 2001
Job Principal Consultant, Strategy Consulting, Financial Services
Industry Investment Management
Experience
Capco January 2012 - Present
KPMG Advisory February 2011 - January 2012
Vanad Capital Group January 2009 - January 2011
Boston University August 2007 - January 2009
SS&C Technologies November 2005 - August 2007
Acadian Asset Management May 2004 - November 2005
Deutsche Asset Management June 2002 - May 2004
Investors Bank & Trust 2000 - 2001
Benistar LTD May 2000 - September 2000
Skills
Investments, Hedge Funds, Mutual Funds, Investment Banking, Start-ups, Private Equity, Asset Management, Valuation, Financial Modeling, Management Consulting, Emerging Markets
Education
Boston University Questrom School of Business 2007 — 2008
MS, Financial Economics
University of Massachusetts, Amherst 1996 — 2001
BS, Economics
Capco January 2012 - Present
KPMG Advisory February 2011 - January 2012
Vanad Capital Group January 2009 - January 2011
Boston University August 2007 - January 2009
SS&C Technologies November 2005 - August 2007
Acadian Asset Management May 2004 - November 2005
Deutsche Asset Management June 2002 - May 2004
Investors Bank & Trust 2000 - 2001
Benistar LTD May 2000 - September 2000
Skills
Investments, Hedge Funds, Mutual Funds, Investment Banking, Start-ups, Private Equity, Asset Management, Valuation, Financial Modeling, Management Consulting, Emerging Markets
Education
Boston University Questrom School of Business 2007 — 2008
MS, Financial Economics
University of Massachusetts, Amherst 1996 — 2001
BS, Economics
Brad Puddister's Investors Bank & Trust Experience 2004 - 2006
Job Senior Consultant, Strategic Procurement at CVS Caremark Corporation
Industry Financial Services
Experience
CVS Health April 2014 - Present
State Street July 2010 - March 2014
State Street October 2007 - July 2010
Brandeis University January 2007 - December 2008
State Street Bank (formerly Investors Bank and Trust) June 2005 - October 2007
Investors Bank & Trust 2004 - 2006
Skills
Mutual Funds, Investments, Securities, Fund Accounting, Bloomberg, Analysis, Fixed Income, Accounting, Equities, Financial Services, Asset Managment, Financial Analysis, Lean Management, Professional Mentoring, Onboarding, Financial Modeling, Financial System..., Microsoft Excel, Fund Administration, Risk Management, Management, Project Management, Procurement, Strategic Sourcing, Business Analysis, Strategic Planning
Education
Brandeis International Business School 2007 — 2008
Masters of Science Finance, Concentration in Business Finance
Merrimack College 1999 — 2003
Bachelor of Science in Business Administration, Concentration in Finance
Boston College High School 1995 — 1999
CVS Health April 2014 - Present
State Street July 2010 - March 2014
State Street October 2007 - July 2010
Brandeis University January 2007 - December 2008
State Street Bank (formerly Investors Bank and Trust) June 2005 - October 2007
Investors Bank & Trust 2004 - 2006
Skills
Mutual Funds, Investments, Securities, Fund Accounting, Bloomberg, Analysis, Fixed Income, Accounting, Equities, Financial Services, Asset Managment, Financial Analysis, Lean Management, Professional Mentoring, Onboarding, Financial Modeling, Financial System..., Microsoft Excel, Fund Administration, Risk Management, Management, Project Management, Procurement, Strategic Sourcing, Business Analysis, Strategic Planning
Education
Brandeis International Business School 2007 — 2008
Masters of Science Finance, Concentration in Business Finance
Merrimack College 1999 — 2003
Bachelor of Science in Business Administration, Concentration in Finance
Boston College High School 1995 — 1999
Kerri-Ann Millar's Investors Bank & Trust Experience September 2002 - April 2005
Job CPA
Industry Accounting
Experience
Curis, Inc. May 2005 - Present
Investors Bank & Trust September 2002 - April 2005
PwC December 1992 - October 1996
Skills
Financial Reporting, Financial Analysis, QuickBooks, GAAP, Sarbanes-Oxley Act, Internal Controls, SEC filings, CPA, US GAAP, Sarbanes-Oxley, Auditing, Internal Audit, Great Plains Software, Microsoft Office, Microsoft Excel, Microsoft Word, Lacerte, PowerPoint, Biotechnology, Financial Services
Education
Boston University 1988 — 1992
Bachelor of Science (BS), Accounting
Curis, Inc. May 2005 - Present
Investors Bank & Trust September 2002 - April 2005
PwC December 1992 - October 1996
Skills
Financial Reporting, Financial Analysis, QuickBooks, GAAP, Sarbanes-Oxley Act, Internal Controls, SEC filings, CPA, US GAAP, Sarbanes-Oxley, Auditing, Internal Audit, Great Plains Software, Microsoft Office, Microsoft Excel, Microsoft Word, Lacerte, PowerPoint, Biotechnology, Financial Services
Education
Boston University 1988 — 1992
Bachelor of Science (BS), Accounting
Mark Rendini's Investors Bank & Trust Experience June 1994 - July 1995
Job Independent Consultant through InvestTech
Industry Investment Management
Experience
Self-Employed February 2015 - Present
Eagle Investment Systems September 2013 - February 2015
Whitridge Associates April 2011 - July 2013
TEKsystems October 2010 - April 2011
State Street Global Advisors March 2007 - January 2009
State Street Global Advisors January 2001 - February 2007
Thomson Financial April 1998 - December 2000
Thomson Financial March 1997 - February 1998
Thomson Financial August 1995 - February 1997
Investors Bank & Trust June 1994 - July 1995
Skills
Fixed Income, Equities, Financial Services, Asset Managment, Business Analysis, Trading Systems, Vendor Management, Project Management, Program Management, SQL, SharePoint, Requirements Analysis, Business Process
Education
Boston University Questrom School of Business 1980 — 1982
MBA, Finance
College of the Holy Cross 1976 — 1980
BA, History
Self-Employed February 2015 - Present
Eagle Investment Systems September 2013 - February 2015
Whitridge Associates April 2011 - July 2013
TEKsystems October 2010 - April 2011
State Street Global Advisors March 2007 - January 2009
State Street Global Advisors January 2001 - February 2007
Thomson Financial April 1998 - December 2000
Thomson Financial March 1997 - February 1998
Thomson Financial August 1995 - February 1997
Investors Bank & Trust June 1994 - July 1995
Skills
Fixed Income, Equities, Financial Services, Asset Managment, Business Analysis, Trading Systems, Vendor Management, Project Management, Program Management, SQL, SharePoint, Requirements Analysis, Business Process
Education
Boston University Questrom School of Business 1980 — 1982
MBA, Finance
College of the Holy Cross 1976 — 1980
BA, History
Brian North's Investors Bank & Trust Experience 2007 - 2007
Job Vice President, Private Equity Fund Services at State Street
Industry Financial Services
Experience
State Street November 2011 - Present
State Street June 2007 - October 2011
Investors Bank & Trust 2007 - 2007
Skills
Fund Accounting, Equities, Mutual Funds, Bloomberg, Fixed Income, Alternative Investments, Financial Reporting, Derivatives, Financial Services, Securities, Fund Administration, Hedge Funds, Trading, Bonds, Corporate Actions, Investments, Fund Of Funds, Global Custody
Education
Brandeis University
Masters of Science in Finance
Saint Michael's College 1996 — 2000
Bachelors, Business Administation
State Street November 2011 - Present
State Street June 2007 - October 2011
Investors Bank & Trust 2007 - 2007
Skills
Fund Accounting, Equities, Mutual Funds, Bloomberg, Fixed Income, Alternative Investments, Financial Reporting, Derivatives, Financial Services, Securities, Fund Administration, Hedge Funds, Trading, Bonds, Corporate Actions, Investments, Fund Of Funds, Global Custody
Education
Brandeis University
Masters of Science in Finance
Saint Michael's College 1996 — 2000
Bachelors, Business Administation
Alex Hebert's Investors Bank & Trust Experience August 2004 - June 2006
Job GMO
Industry Financial Services
Experience
GMO June 2011 - Present
GMO June 2006 - June 2011
Investors Bank & Trust August 2004 - June 2006
Education
Brandeis International Business School 2005 — 2007
Master of Science in Finance (MSF), International Business
University of Vermont 1999 — 2003
Bachelor of Business Administration (BBA), International Business
GMO June 2011 - Present
GMO June 2006 - June 2011
Investors Bank & Trust August 2004 - June 2006
Education
Brandeis International Business School 2005 — 2007
Master of Science in Finance (MSF), International Business
University of Vermont 1999 — 2003
Bachelor of Business Administration (BBA), International Business
Samuel Kopchick's Investors Bank & Trust Experience 1989 - 1994
Job SVP Product Management at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Institutional Retirement and Trust 1997 - Present
Fidelity Investments 1994 - 1997
Investors Bank & Trust 1989 - 1994
Skills
Wealth Management, Asset Managment, Investments, Portfolio Management, Mutual Funds, Financial Services, Product Management
Education
Boston University Graduate School of Management 1987 — 1989
MBA, Business
Brown University 1982 — 1986
AB, Economics
Deerfield Academy 1980 — 1982
Prep School
Wells Fargo Institutional Retirement and Trust 1997 - Present
Fidelity Investments 1994 - 1997
Investors Bank & Trust 1989 - 1994
Skills
Wealth Management, Asset Managment, Investments, Portfolio Management, Mutual Funds, Financial Services, Product Management
Education
Boston University Graduate School of Management 1987 — 1989
MBA, Business
Brown University 1982 — 1986
AB, Economics
Deerfield Academy 1980 — 1982
Prep School
Brian Loges's Investors Bank & Trust Experience 1996 - 2006
Job Project Manager / Database Developer
Industry Financial Services
Experience
Vastardis Capital April 2006 - Present
Investors Bank & Trust 1996 - 2006
Education
Boston University Questrom School of Business 1986 — 1990
Vastardis Capital April 2006 - Present
Investors Bank & Trust 1996 - 2006
Education
Boston University Questrom School of Business 1986 — 1990
Robin Marulli's Investors Bank & Trust Experience May 1997 - July 2007
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust May 1997 - July 2007
Advest, Inc. September 1996 - April 1997
Education
Boston University 1993 — 1997
BA, Economics / Math
State Street July 2007 - Present
Investors Bank & Trust May 1997 - July 2007
Advest, Inc. September 1996 - April 1997
Education
Boston University 1993 — 1997
BA, Economics / Math
Steven Krekorian's Investors Bank & Trust Experience 1995 - 1999
Job Senior Professional Services Business Development Manager / Relationship Manager
Industry Management Consulting
Experience
L.E.K. Consulting August 1999 - August 2015
Nelson Mullins 2015 - 2015
Investors Bank & Trust 1995 - 1999
Massachusetts Industrial Finance Agency 1993 - 1995
Minnesota Mutual Life Insurance Company 1992 - 1993
Wm A Connell Insurance Agency 1987 - 1992
Security of America 1982 - 1987
US Life 1982 - 1987
Skills
Business Development, Relationship Management, Retail, Consumer Products, Private Equity, Travel, Airlines, Hotels, Aviation, Hospitality, Business Strategy, Strategy, Mergers, Sales, Management
Education
Bowdoin College
BA, Magna Cum Laude
Coursework, BOSTON UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT, Boston, MA
Reading Memorial High School
Reading Memorial High School
L.E.K. Consulting August 1999 - August 2015
Nelson Mullins 2015 - 2015
Investors Bank & Trust 1995 - 1999
Massachusetts Industrial Finance Agency 1993 - 1995
Minnesota Mutual Life Insurance Company 1992 - 1993
Wm A Connell Insurance Agency 1987 - 1992
Security of America 1982 - 1987
US Life 1982 - 1987
Skills
Business Development, Relationship Management, Retail, Consumer Products, Private Equity, Travel, Airlines, Hotels, Aviation, Hospitality, Business Strategy, Strategy, Mergers, Sales, Management
Education
Bowdoin College
BA, Magna Cum Laude
Coursework, BOSTON UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT, Boston, MA
Reading Memorial High School
Reading Memorial High School
Timothy McKeen's Investors Bank & Trust Experience May 1998 - May 2003
Job Supervisor at Vericel Corporation
Industry Medical Devices
Experience
Vericel Corporation June 2014 - Present
Genzyme Biosurgery July 2011 - May 2014
Robert Half International 2010 - 2010
Enterprise Rent-A-Car 2004 - 2009
Investors Bank & Trust May 1998 - May 2003
Skills
Customer Satisfaction, Sales, Sales Management, Customer Service, Inventory Management, Account Management, Team Building, Automotive, Management, Customer Retention, Profit, Operations Management, Cross-functional Team..., Sales Process, Sales Operations, Microsoft Excel, Medical Devices
Education
Boston University 1994 — 1998
BA, Business
Boston University - School of Management
Business Administration and Management, General
Vericel Corporation June 2014 - Present
Genzyme Biosurgery July 2011 - May 2014
Robert Half International 2010 - 2010
Enterprise Rent-A-Car 2004 - 2009
Investors Bank & Trust May 1998 - May 2003
Skills
Customer Satisfaction, Sales, Sales Management, Customer Service, Inventory Management, Account Management, Team Building, Automotive, Management, Customer Retention, Profit, Operations Management, Cross-functional Team..., Sales Process, Sales Operations, Microsoft Excel, Medical Devices
Education
Boston University 1994 — 1998
BA, Business
Boston University - School of Management
Business Administration and Management, General
Jennifer Audeh's Investors Bank & Trust Experience August 2003 - May 2007
Job Corporate Attorney at Foley Hoag LLP
Industry Law Practice
Experience
Foley Hoag LLP October 2008 - Present
Investors Bank & Trust August 2003 - May 2007
easyGroup February 2002 - May 2002
Education
Suffolk University Law School 2004 — 2008
J.D., cum laude
Boston University 1999 — 2003
B.A., Political Science, English
Foley Hoag LLP October 2008 - Present
Investors Bank & Trust August 2003 - May 2007
easyGroup February 2002 - May 2002
Education
Suffolk University Law School 2004 — 2008
J.D., cum laude
Boston University 1999 — 2003
B.A., Political Science, English
Adam Van Buren's Investors Bank & Trust Experience 2005 - 2008
Job Bank Loan Trading Assistant at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company April 2011 - Present
Loomis, Sayles & Company September 2009 - April 2011
State Street Bank March 2008 - September 2009
Investors Bank & Trust 2005 - 2008
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
Master of Science (MS), Finance
Merrimack College 2001 — 2005
Bachelor of Business Administration (BBA), Finance
ARHS
Loomis, Sayles & Company April 2011 - Present
Loomis, Sayles & Company September 2009 - April 2011
State Street Bank March 2008 - September 2009
Investors Bank & Trust 2005 - 2008
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
Master of Science (MS), Finance
Merrimack College 2001 — 2005
Bachelor of Business Administration (BBA), Finance
ARHS
Karen Millerick's Investors Bank & Trust Experience September 2000 - July 2004
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2010 - Present
State Street Corporation October 2005 - December 2008
Health Works Fitness Centers for Women July 2004 - March 2005
Investors Bank & Trust September 2000 - July 2004
Boston EquiServe December 1997 - September 2000
East Cambridge Savings Bank March 1994 - December 1997
Skills
Banking, Mutual Funds, Portfolio Management, Loans, Customer Service, Risk Management, Financial Analysis
Education
Suffolk University - Sawyer Business School
MBA, Executive Program
Bridgewater State University
Bachelor of Science Degree, Management Science; Marketing / Aviation Management
Bank of America Merrill Lynch 2010 - Present
State Street Corporation October 2005 - December 2008
Health Works Fitness Centers for Women July 2004 - March 2005
Investors Bank & Trust September 2000 - July 2004
Boston EquiServe December 1997 - September 2000
East Cambridge Savings Bank March 1994 - December 1997
Skills
Banking, Mutual Funds, Portfolio Management, Loans, Customer Service, Risk Management, Financial Analysis
Education
Suffolk University - Sawyer Business School
MBA, Executive Program
Bridgewater State University
Bachelor of Science Degree, Management Science; Marketing / Aviation Management
Michael P. Manning, CFA's Investors Bank & Trust Experience September 2006 - February 2007
Job Investment Analyst at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc September 2015 - Present
GW&K Investment Management January 2011 - November 2014
GW&K Investment Management September 2008 - January 2011
State Street Bank February 2007 - September 2008
Investors Bank & Trust September 2006 - February 2007
Skills
Investments, Bloomberg, Fixed Income, Equities, Asset Management, Strategy, Portfolio Management, Finance, Asset Allocation, Investment Strategies, Bonds, Securities, Investment Management, Mutual Funds, Wealth Management
Education
Brandeis University, Lemberg - International Business School 2007 — 2010
Master of Science (M.S.), Finance, Business Finance
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Boston College High School 1998 — 2002
Envestnet, Inc September 2015 - Present
GW&K Investment Management January 2011 - November 2014
GW&K Investment Management September 2008 - January 2011
State Street Bank February 2007 - September 2008
Investors Bank & Trust September 2006 - February 2007
Skills
Investments, Bloomberg, Fixed Income, Equities, Asset Management, Strategy, Portfolio Management, Finance, Asset Allocation, Investment Strategies, Bonds, Securities, Investment Management, Mutual Funds, Wealth Management
Education
Brandeis University, Lemberg - International Business School 2007 — 2010
Master of Science (M.S.), Finance, Business Finance
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Boston College High School 1998 — 2002
Dorothy Maher's Investors Bank & Trust Experience July 2004 - October 2006
Job AVP in Training and Ops Assurance at State Street
Industry Financial Services
Experience
State Street June 2014 - Present
State Street July 2010 - June 2014
MillerCoors November 2006 - July 2010
Investors Bank & Trust July 2004 - October 2006
Skills
Project Management, Private Equity, Financial Services, Pricing, Business Analysis, Financial Analysis, SDLC, Data Warehousing, Requirements Analysis, Process Improvement, Microsoft Excel, Valuation, Alternative Investments, Fund Accounting, Accounting, Mutual Funds, Strategic Planning, Analysis
Education
Boston University 2000 — 2004
BA, MA, Economics
State Street June 2014 - Present
State Street July 2010 - June 2014
MillerCoors November 2006 - July 2010
Investors Bank & Trust July 2004 - October 2006
Skills
Project Management, Private Equity, Financial Services, Pricing, Business Analysis, Financial Analysis, SDLC, Data Warehousing, Requirements Analysis, Process Improvement, Microsoft Excel, Valuation, Alternative Investments, Fund Accounting, Accounting, Mutual Funds, Strategic Planning, Analysis
Education
Boston University 2000 — 2004
BA, MA, Economics
Robert Zukowski's Investors Bank & Trust Experience July 2005 - August 2008
Job Assistant Vice President at State Street Bank Alternate Investment Solutions (AIS)
Industry Financial Services
Experience
State Street Bank February 2013 - Present
State Street Bank December 2010 - Present
State Street September 2008 - May 2011
Investors Bank & Trust July 2005 - August 2008
Investors Bank & Trust November 2004 - June 2005
Putnam Investments September 2002 - October 2004
Education
Bridgewater State University 1994 — 1998
Bachelor of Science, Finance & Marketing
State Street Bank February 2013 - Present
State Street Bank December 2010 - Present
State Street September 2008 - May 2011
Investors Bank & Trust July 2005 - August 2008
Investors Bank & Trust November 2004 - June 2005
Putnam Investments September 2002 - October 2004
Education
Bridgewater State University 1994 — 1998
Bachelor of Science, Finance & Marketing
Lisa Chung's Investors Bank & Trust Experience May 2006 - July 2006
Job MGHIHP Student
Industry Medical Practice
Experience
Bain & Company July 2012 - December 2014
Bain & Company July 2010 - June 2012
Deloitte Tax LLP September 2007 - July 2010
Boston University School of Management September 2004 - May 2007
Investors Bank & Trust May 2006 - July 2006
Fiserv/Sovereign Bank June 2002 - August 2002
Education
Boston University Questrom School of Business 2003 — 2007
BSBA, Accounting and Finance
Bain & Company July 2012 - December 2014
Bain & Company July 2010 - June 2012
Deloitte Tax LLP September 2007 - July 2010
Boston University School of Management September 2004 - May 2007
Investors Bank & Trust May 2006 - July 2006
Fiserv/Sovereign Bank June 2002 - August 2002
Education
Boston University Questrom School of Business 2003 — 2007
BSBA, Accounting and Finance
Matthew Capen's Investors Bank & Trust Experience 2001 - 2004
Job Internal Project Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
State Street May 2011 - Present
BNY Mellon November 2004 - May 2011
Investors Bank & Trust 2001 - 2004
Allmerica Financial 1998 - 2001
Skills
Business Analysis, Mutual Funds, Derivatives, Financial Analysis, Fixed Income, Financial Services, Equities, Bloomberg, Securities, Analysis
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Concentrations in Finance & Strategy and Business Analysis
Clark University
B.A., Management
State Street Global Advisors January 2015 - Present
State Street May 2011 - Present
BNY Mellon November 2004 - May 2011
Investors Bank & Trust 2001 - 2004
Allmerica Financial 1998 - 2001
Skills
Business Analysis, Mutual Funds, Derivatives, Financial Analysis, Fixed Income, Financial Services, Equities, Bloomberg, Securities, Analysis
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Concentrations in Finance & Strategy and Business Analysis
Clark University
B.A., Management
Justin Bukofzer's Investors Bank & Trust Experience September 2004 - July 2007
Job Assistant Vice President at Brown Brothers
Industry Financial Services
Experience
Brown Brothers Harriman October 2012 - Present
State Street July 2007 - October 2012
Investors Bank & Trust September 2004 - July 2007
Education
Boston University
BSBA
Boston University
Certificate in Advanced Accounting
Brown Brothers Harriman October 2012 - Present
State Street July 2007 - October 2012
Investors Bank & Trust September 2004 - July 2007
Education
Boston University
BSBA
Boston University
Certificate in Advanced Accounting
Kristen Bone CAPM's Investors Bank & Trust Experience January 1998 - June 1999
Job Financial Analyst III ERP Finance Process & Data Controls at Smith & Nephew
Industry Medical Devices
Experience
BNY Mellon January 2007 - June 2012
BNY Mellon (formerly PNC Global Investment Servicing) February 2005 - 2007
JP Morgan Chase January 2001 - January 2004
JP Morgan Chase January 2000 - January 2001
JP Morgan Chase June 1999 - January 2000
Investors Bank & Trust January 1998 - June 1999
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Process Improvement, Investments, Fund Administration, Microsoft Excel, Bloomberg, Microsoft Word, PowerPoint, Automation, User Acceptance Testing, Agile Methodologies, SharePoint, InfoPath, SEC filings, 1940 Act, SAP, Microsoft Outlook, Visio 2010, Access 2010, Project 2010
Education
Bryant University
Bachelor of Science, Business Administration; Finance
Merrimack College 2010 — 2012
Advanced Certificate of Financial Planning
BNY Mellon January 2007 - June 2012
BNY Mellon (formerly PNC Global Investment Servicing) February 2005 - 2007
JP Morgan Chase January 2001 - January 2004
JP Morgan Chase January 2000 - January 2001
JP Morgan Chase June 1999 - January 2000
Investors Bank & Trust January 1998 - June 1999
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Process Improvement, Investments, Fund Administration, Microsoft Excel, Bloomberg, Microsoft Word, PowerPoint, Automation, User Acceptance Testing, Agile Methodologies, SharePoint, InfoPath, SEC filings, 1940 Act, SAP, Microsoft Outlook, Visio 2010, Access 2010, Project 2010
Education
Bryant University
Bachelor of Science, Business Administration; Finance
Merrimack College 2010 — 2012
Advanced Certificate of Financial Planning
Hyo (Matt) Park's Investors Bank & Trust Experience January 1999 - October 1999
Job Director at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies July 2014 - Present
Citi Hedge Fund Services January 2011 - July 2014
Citi Hedge Fund Services July 2007 - January 2011
Citi Hedge Fund Services March 2006 - July 2007
JPMorgan Chase August 2005 - March 2006
JPMorgan Chase July 2001 - August 2005
JPMorgan Chase June 2000 - July 2001
JPMorgan Chase December 1999 - June 2000
Investors Bank & Trust January 1999 - October 1999
Skills
Accounting, Bloomberg, Financial Reporting, Fund Accounting, Hedge Funds, Mutual Funds, Vendor Management, Alternative Investments, Financial Services, Management, Strategy
Education
Boston University 1994 — 1998
Bachelor of Science (BS)
SS&C Technologies July 2014 - Present
Citi Hedge Fund Services January 2011 - July 2014
Citi Hedge Fund Services July 2007 - January 2011
Citi Hedge Fund Services March 2006 - July 2007
JPMorgan Chase August 2005 - March 2006
JPMorgan Chase July 2001 - August 2005
JPMorgan Chase June 2000 - July 2001
JPMorgan Chase December 1999 - June 2000
Investors Bank & Trust January 1999 - October 1999
Skills
Accounting, Bloomberg, Financial Reporting, Fund Accounting, Hedge Funds, Mutual Funds, Vendor Management, Alternative Investments, Financial Services, Management, Strategy
Education
Boston University 1994 — 1998
Bachelor of Science (BS)
Warren Stotsky's Investors Bank & Trust Experience 1992 - 1994
Job Consultant at Self Employed Independent Peoplesoft Consultant
Industry Information Technology and Services
Experience
Self Employed Independent Peoplesoft Consultant 2001 - Present
PeopleSoft 1998 - 2001
BankBoston 1995 - 1998
Liberty Mutual Insurance 1994 - 1995
Investors Bank & Trust 1992 - 1994
Bank of Boston 1989 - 1992
Skills
Vendor Management, Microsoft SQL Server, Oracle, PeopleSoft, Interfaces, Integration, ERP, PeopleTools, SQR, Payroll, SDLC, Cloud Computing, Data Conversion, Business Analysis, Requirements Analysis, Human Resources, Employee Benefits, Project Management, Enterprise Software, Change Management, Business Process, Google App Engine
Education
Boston University 1992 — 1997
MBA
University of Massachusetts Boston
BA/BS
Self Employed Independent Peoplesoft Consultant 2001 - Present
PeopleSoft 1998 - 2001
BankBoston 1995 - 1998
Liberty Mutual Insurance 1994 - 1995
Investors Bank & Trust 1992 - 1994
Bank of Boston 1989 - 1992
Skills
Vendor Management, Microsoft SQL Server, Oracle, PeopleSoft, Interfaces, Integration, ERP, PeopleTools, SQR, Payroll, SDLC, Cloud Computing, Data Conversion, Business Analysis, Requirements Analysis, Human Resources, Employee Benefits, Project Management, Enterprise Software, Change Management, Business Process, Google App Engine
Education
Boston University 1992 — 1997
MBA
University of Massachusetts Boston
BA/BS
Glen Nugent's Investors Bank & Trust Experience 2004 - 2004
Job Premium Auditor at Nielsen, Inc
Industry Insurance
Experience
Nielsen, Inc April 2012 - Present
State Street 2005 - 2012
John Hancock 2005 - 2005
Investors Bank & Trust 2004 - 2004
State Street 1995 - 2003
Skills
Financial Reporting, SEC filings, Budget, Mutual Funds, Financial Statements
Education
Boston University
Master's degree (M.S.), Administrative Studies
UMass Boston
Bachelor of Science (B.S.), Finance
Nielsen, Inc April 2012 - Present
State Street 2005 - 2012
John Hancock 2005 - 2005
Investors Bank & Trust 2004 - 2004
State Street 1995 - 2003
Skills
Financial Reporting, SEC filings, Budget, Mutual Funds, Financial Statements
Education
Boston University
Master's degree (M.S.), Administrative Studies
UMass Boston
Bachelor of Science (B.S.), Finance
Joshua Levitt's Investors Bank & Trust Experience March 2001 - July 2007
Job Manager, Wealth and Asset Management Advisory
Industry Financial Services
Experience
Ernst & Young November 2012 - Present
State Street Bank July 2007 - November 2012
Investors Bank & Trust March 2001 - July 2007
DoubleTree by Hilton December 1997 - March 2001
Skills
Mutual Funds, Fund Accounting, Wealth Management, Financial Services, Fixed Income, Corporate Actions, Securities, Equities, Asset Management, Financial Accounting, Global Custody, Back Office, Middle Office, Financial Analysis, Outsourcing, SEI Trust 3000, Global Plus, Hedge Funds, Finance, Risk Management
Education
Brandeis University International Business School 2007 — 2009
Master's degree, International Finance
Boston University 2003 — 2005
Certificate, Financial Planning
Eastern Michigan University 1994 — 1997
Bachelor of Science (B.S.), Hospitality Administration/Management
Ernst & Young November 2012 - Present
State Street Bank July 2007 - November 2012
Investors Bank & Trust March 2001 - July 2007
DoubleTree by Hilton December 1997 - March 2001
Skills
Mutual Funds, Fund Accounting, Wealth Management, Financial Services, Fixed Income, Corporate Actions, Securities, Equities, Asset Management, Financial Accounting, Global Custody, Back Office, Middle Office, Financial Analysis, Outsourcing, SEI Trust 3000, Global Plus, Hedge Funds, Finance, Risk Management
Education
Brandeis University International Business School 2007 — 2009
Master's degree, International Finance
Boston University 2003 — 2005
Certificate, Financial Planning
Eastern Michigan University 1994 — 1997
Bachelor of Science (B.S.), Hospitality Administration/Management
Victor Vicioso's Investors Bank & Trust Experience 2005 - 2006
Job Manager at Citco
Industry Financial Services
Experience
Citco Technology Management January 2013 - Present
HIG Capital August 2011 - January 2013
AIG 2010 - 2011
Sungard Investran 2006 - 2010
Investors Bank & Trust 2005 - 2006
Fortis Prime Fund Solutions (Cayman) Limited 2000 - 2004
ABN AMRO Bank N.V. 1998 - 1999
First Data Corporation 1995 - 1998
Skills
Financial Accounting, SQL Server Management..., Data Analysis, Data Modeling, Software Consulting, Private Equity, Hedge Funds, Financial Analysis, Process Improvement, GAAP, Business Analysis, Financial Modeling, Financial Services, Financial Reporting, Finance, Alternative Investments, Valuation, Fund Accounting, Accounting, Analysis, Management, Asset Management
Education
Boston University
Bachelor of Business Administration (BBA), Accounting and Finance
Citco Technology Management January 2013 - Present
HIG Capital August 2011 - January 2013
AIG 2010 - 2011
Sungard Investran 2006 - 2010
Investors Bank & Trust 2005 - 2006
Fortis Prime Fund Solutions (Cayman) Limited 2000 - 2004
ABN AMRO Bank N.V. 1998 - 1999
First Data Corporation 1995 - 1998
Skills
Financial Accounting, SQL Server Management..., Data Analysis, Data Modeling, Software Consulting, Private Equity, Hedge Funds, Financial Analysis, Process Improvement, GAAP, Business Analysis, Financial Modeling, Financial Services, Financial Reporting, Finance, Alternative Investments, Valuation, Fund Accounting, Accounting, Analysis, Management, Asset Management
Education
Boston University
Bachelor of Business Administration (BBA), Accounting and Finance
Bob Johnson's Investors Bank & Trust Experience 1997 - 1999
Job Chief Operating Officer at Cogent Energy Investment Mgmt LLC
Industry Investment Management
Experience
Cogent Energy Investment Mgmt LLC November 2012 - Present
Sasco Energy Partners, LLC July 2009 - November 2012
Lincoln Vale LLC April 2008 - June 2009
Sonar Capital Mgmt LLC December 2003 - April 2008
BISYS Fund Services (Hemisphere) 1999 - 2003
Investors Bank & Trust 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Private Equity, Finance, Back Office, Middle Office, Compliance, Fixed Income, Securities, Mutual Funds, Fund Of Funds, Investments, Bloomberg, Derivatives, Capital Markets, Portfolio Management
Education
Boston University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Westerly HS
Cogent Energy Investment Mgmt LLC November 2012 - Present
Sasco Energy Partners, LLC July 2009 - November 2012
Lincoln Vale LLC April 2008 - June 2009
Sonar Capital Mgmt LLC December 2003 - April 2008
BISYS Fund Services (Hemisphere) 1999 - 2003
Investors Bank & Trust 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Private Equity, Finance, Back Office, Middle Office, Compliance, Fixed Income, Securities, Mutual Funds, Fund Of Funds, Investments, Bloomberg, Derivatives, Capital Markets, Portfolio Management
Education
Boston University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Westerly HS
Ahrie Shin's Investors Bank & Trust Experience January 2007 - June 2008
Job Investment Controls Analyst at GMO
Industry Investment Management
Experience
GMO June 2008 - Present
Investors Bank & Trust January 2007 - June 2008
Skills
Investment Operations, Account Reconciliation, Pricing, Interest Rate..., Equity Derivatives, Futures, Equities, Bloomberg Terminal, Mutual Funds, Hedge Funds, Fund Accounting, Alternative Investments, Investments
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science (BS), Finance
GMO June 2008 - Present
Investors Bank & Trust January 2007 - June 2008
Skills
Investment Operations, Account Reconciliation, Pricing, Interest Rate..., Equity Derivatives, Futures, Equities, Bloomberg Terminal, Mutual Funds, Hedge Funds, Fund Accounting, Alternative Investments, Investments
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science (BS), Finance
Patricia Cloud's Investors Bank & Trust Experience January 2004 - June 2006
Job Student at Boston University
Industry Financial Services
Experience
Investors Bank & Trust January 2004 - June 2006
Education
Boston University 2011 — 2013
Master's Degree, Banking and Financial Services
University of Texas
Bachelor's Degree, International Business
Investors Bank & Trust January 2004 - June 2006
Education
Boston University 2011 — 2013
Master's Degree, Banking and Financial Services
University of Texas
Bachelor's Degree, International Business
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY