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
Kristen Masters Kristen Masters's Investors Bank & Trust Experience September 2000 - August 2005
Job Senior Contract Manager
Industry Information Technology and Services
Experience
Accenture August 2005 - Present
Investors Bank & Trust September 2000 - August 2005
Gordon, Odom, and Davis August 1999 - September 2000
Skills
Program Management, Business Analysis, IT Strategy, Business Transformation, PMO, Outsourcing, Process Improvement, Vendor Management, Integration, SDLC, Change Management, Strategy, Requirements Gathering, Project Management, Requirements Analysis, Business Development, Project Planning, Cross-functional Team..., Consulting, Management Consulting, Business Process..., Business Process Design, Procurement, Management, Contract Negotiation, Analysis, Risk Management, Team Leadership, Team Building, Contract Management, MS Project, Project Portfolio..., Budgets, Strategic Planning, Business Process, Software Project..., Visio, Business Strategy, Microsoft Office, Information Technology, IT Management, Leadership, Governance
Education
California State University-Sacramento 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Accenture August 2005 - Present
Investors Bank & Trust September 2000 - August 2005
Gordon, Odom, and Davis August 1999 - September 2000
Skills
Program Management, Business Analysis, IT Strategy, Business Transformation, PMO, Outsourcing, Process Improvement, Vendor Management, Integration, SDLC, Change Management, Strategy, Requirements Gathering, Project Management, Requirements Analysis, Business Development, Project Planning, Cross-functional Team..., Consulting, Management Consulting, Business Process..., Business Process Design, Procurement, Management, Contract Negotiation, Analysis, Risk Management, Team Leadership, Team Building, Contract Management, MS Project, Project Portfolio..., Budgets, Strategic Planning, Business Process, Software Project..., Visio, Business Strategy, Microsoft Office, Information Technology, IT Management, Leadership, Governance
Education
California State University-Sacramento 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Joseph Cameron Joseph Cameron's Investors Bank & Trust Experience 2006 - 2007
Job Tax Professional
Industry Financial Services
Experience
State Street Corporation 2007 - 2014
Investors Bank & Trust 2006 - 2007
Boston Properties 2004 - 2006
Investors Bank & Trust 2001 - 2004
Skills
Tax, Investments, Derivatives, Investment partnership..., Hedge Funds, Alternative Investments, Financial Reporting, Fund Accounting, PFIC Reporting, Private Equity, FATCA, Partnership Taxation, Fund Administration, Fund Of Funds, Financial Services, Due Diligence, Tax Research, Tax Preparation, Lean Thinking, Financial Statements, FIN 48, Tax Returns, Finance, Securities, CPO-PQR, Regulatory Reporting, CFTC, Accounting, Financial Analysis, Income Tax, Tax Accounting
Education
D'Amore-McKim School of Business at Northeastern University
MST, Taxation
Worcester State College
Bachelor of Science, Accounting
State Street Corporation 2007 - 2014
Investors Bank & Trust 2006 - 2007
Boston Properties 2004 - 2006
Investors Bank & Trust 2001 - 2004
Skills
Tax, Investments, Derivatives, Investment partnership..., Hedge Funds, Alternative Investments, Financial Reporting, Fund Accounting, PFIC Reporting, Private Equity, FATCA, Partnership Taxation, Fund Administration, Fund Of Funds, Financial Services, Due Diligence, Tax Research, Tax Preparation, Lean Thinking, Financial Statements, FIN 48, Tax Returns, Finance, Securities, CPO-PQR, Regulatory Reporting, CFTC, Accounting, Financial Analysis, Income Tax, Tax Accounting
Education
D'Amore-McKim School of Business at Northeastern University
MST, Taxation
Worcester State College
Bachelor of Science, Accounting
Tracy E Nagle's Investors Bank & Trust Experience October 2006 - November 2007
Job Sr. Accounting Associate at Harvard Pilgrim Health Care
Industry Financial Services
Experience
Harvard Pilgrim Health Care July 2014 - Present
Dedham Savings June 2012 - July 2014
State Street Bank November 2007 - May 2010
Investors Bank & Trust October 2006 - November 2007
Investors Bank & Trust January 2006 - October 2006
State Street Bank August 2003 - January 2006
Education
Curry College 2006 — 2008
Masters, Business
Curry College 1999 — 2003
Bachelor, Business Management
Harvard Pilgrim Health Care July 2014 - Present
Dedham Savings June 2012 - July 2014
State Street Bank November 2007 - May 2010
Investors Bank & Trust October 2006 - November 2007
Investors Bank & Trust January 2006 - October 2006
State Street Bank August 2003 - January 2006
Education
Curry College 2006 — 2008
Masters, Business
Curry College 1999 — 2003
Bachelor, Business Management
Sree Ganesan Sree Ganesan's Investors Bank & Trust Experience October 2000 - February 2002
Job VP, Relationship Management at eFront
Industry Financial Services
Experience
eFront September 2015 - Present
SS&C Technologies March 2014 - September 2015
J.P. Morgan September 2007 - February 2014
BNY Mellon October 2004 - August 2007
Second Opinion Associates March 2002 - September 2004
Investors Bank & Trust October 2000 - February 2002
HighMark Capital Management, Inc. January 1998 - March 2000
HighMark Capital Management, Inc. January 1994 - December 1997
Skills
Fixed Income, Equities, Mutual Funds, Investments, Credit, Relationship Management, Global Custody, Collateral Management, Securities Lending, Insurance, Fund Accounting, Financial Reporting, Credit Analysis, Asset Allocation, Financial Services, Asset Management, Banking, Capital Markets, Hedge Funds, Management, Portfolio Management, Corporate Finance, Trading, Investment Management, Strategy, Securities
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
Master of Business Administration (MBA), Finance and Financial Management Services
Lehigh University 1985 — 1989
Bachelor of Science (B.S.), Industrial Engineering
eFront September 2015 - Present
SS&C Technologies March 2014 - September 2015
J.P. Morgan September 2007 - February 2014
BNY Mellon October 2004 - August 2007
Second Opinion Associates March 2002 - September 2004
Investors Bank & Trust October 2000 - February 2002
HighMark Capital Management, Inc. January 1998 - March 2000
HighMark Capital Management, Inc. January 1994 - December 1997
Skills
Fixed Income, Equities, Mutual Funds, Investments, Credit, Relationship Management, Global Custody, Collateral Management, Securities Lending, Insurance, Fund Accounting, Financial Reporting, Credit Analysis, Asset Allocation, Financial Services, Asset Management, Banking, Capital Markets, Hedge Funds, Management, Portfolio Management, Corporate Finance, Trading, Investment Management, Strategy, Securities
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
Master of Business Administration (MBA), Finance and Financial Management Services
Lehigh University 1985 — 1989
Bachelor of Science (B.S.), Industrial Engineering
Garrett Quibell Garrett Quibell's Investors Bank & Trust Experience June 2007 - September 2007
Job Manager Tenant Equity, LLC
Industry Financial Services
Experience
Tenant Equity LLC October 2014 - Present
BlackRock December 2010 - October 2014
State Street September 2007 - December 2010
Investors Bank & Trust June 2007 - September 2007
Skills
Equities, Fixed Income, Relationship Management, Asset Management, Bloomberg, Hedge Funds, Securities Lending, Alternative Investments, Risk Management, Mutual Funds, Financial Services, Corporate Actions, Middle Office, Financial Markets, ETFs, Fund Accounting, Operational Risk, Cash Management, Client Services, Real Estate License, Real Estate
Education
CSU Sacramento 2005 — 2008
BS, Finance
CSU Sacramento 2005 — 2008
BS, Real Estate & Land Use Affairs
University of Vienna 2003 — 2003
General Studies, A
Tenant Equity LLC October 2014 - Present
BlackRock December 2010 - October 2014
State Street September 2007 - December 2010
Investors Bank & Trust June 2007 - September 2007
Skills
Equities, Fixed Income, Relationship Management, Asset Management, Bloomberg, Hedge Funds, Securities Lending, Alternative Investments, Risk Management, Mutual Funds, Financial Services, Corporate Actions, Middle Office, Financial Markets, ETFs, Fund Accounting, Operational Risk, Cash Management, Client Services, Real Estate License, Real Estate
Education
CSU Sacramento 2005 — 2008
BS, Finance
CSU Sacramento 2005 — 2008
BS, Real Estate & Land Use Affairs
University of Vienna 2003 — 2003
General Studies, A
Trentin Krauss, MAI Trentin Krauss, MAI's Investors Bank & Trust Experience 2000 - 2003
Job Owner at Smyers & Krauss Appraisal, LLC
Industry Real Estate
Experience
Smyers Apraisal, Inc. OwnerSmyers & Krauss Appraisal2003 - Present
Investors Bank & Trust 2000 - 2003
Skills
Valuation, Due Diligence, Appraisals, Real Estate, Financial Analysis, Budgets, Negotiation, Property, Commercial Real Estate, Residential Homes, Property Management, Real Estate Development, Portfolio Management, Contract Negotiation, Investment Properties
Education
California Polytechnic State University-San Luis Obispo
BA, Finance, Minor in Economics
Smyers Apraisal, Inc. OwnerSmyers & Krauss Appraisal2003 - Present
Investors Bank & Trust 2000 - 2003
Skills
Valuation, Due Diligence, Appraisals, Real Estate, Financial Analysis, Budgets, Negotiation, Property, Commercial Real Estate, Residential Homes, Property Management, Real Estate Development, Portfolio Management, Contract Negotiation, Investment Properties
Education
California Polytechnic State University-San Luis Obispo
BA, Finance, Minor in Economics
Vandhana Kumar Vandhana Kumar's Investors Bank & Trust Experience December 2004 - January 2006
Job Senior Program Manager at Intuit
Industry Computer Software
Experience
Intuit December 2014 - Present
Microsoft January 2010 - October 2014
Microsoft January 2008 - January 2010
Skagen July 2007 - January 2008
Microsoft January 2006 - July 2007
Investors Bank & Trust December 2004 - January 2006
California Department of Alcohol and Drug Programs January 2004 - December 2004
Skills
Cross-functional Team..., Project Management, Project Planning, Vendor Management, Process Improvement, Business Analysis, Business Intelligence, Project Scope..., Strategic Roadmaps, Gap Analysis, Milestones, Long-term Customer..., Product Lifecycle..., Sarbanes-Oxley, SOX Compliancy, Requirements Gathering, Change Control, Risk Management, Vendor Relationships, SDLC, Agile Methodologies, Agile Project Management, Business Process..., Operational Excellence, Program Management, Program Development, Change Management, Business Strategy, Strategic Planning
Education
Morrison University 2006 — 2008
Master of Business Administration (MBA)
California State University-Sacramento 2000 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
Intuit December 2014 - Present
Microsoft January 2010 - October 2014
Microsoft January 2008 - January 2010
Skagen July 2007 - January 2008
Microsoft January 2006 - July 2007
Investors Bank & Trust December 2004 - January 2006
California Department of Alcohol and Drug Programs January 2004 - December 2004
Skills
Cross-functional Team..., Project Management, Project Planning, Vendor Management, Process Improvement, Business Analysis, Business Intelligence, Project Scope..., Strategic Roadmaps, Gap Analysis, Milestones, Long-term Customer..., Product Lifecycle..., Sarbanes-Oxley, SOX Compliancy, Requirements Gathering, Change Control, Risk Management, Vendor Relationships, SDLC, Agile Methodologies, Agile Project Management, Business Process..., Operational Excellence, Program Management, Program Development, Change Management, Business Strategy, Strategic Planning
Education
Morrison University 2006 — 2008
Master of Business Administration (MBA)
California State University-Sacramento 2000 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
Amy Johal Amy Johal's Investors Bank & Trust Experience December 2001 - July 2007
Job Financial Coordinator at Datwyler Orthodontics
Industry Financial Services
Experience
Datwyler Orthodontics January 2015 - Present
Jackson Elementary School September 2014 - Present
State Street Bank July 2007 - April 2014
Junior Achievement of Sacramento 2013 - 2014
Investors Bank & Trust December 2001 - July 2007
Barclays Global Investors October 1993 - December 2001
Ernst & Young September 1992 - October 1993
Skills
Financial Services, Business Analysis, Mutual Funds, Risk Management, Financial Analysis, Banking, Process Improvement, Change Management, Business Process..., Investments, Equities, Securities, Finance, Strategic Financial..., Financial Risk, Asset Management, Management Consulting, Business Process, Financial Reporting, Auditing, Financial Accounting, Financial Markets, Cash Management, Internal Controls, Relationship Management, Fixed Income, Analysis, Corporate Actions, PeopleSoft, Fund Accounting, Onboarding, Portfolio Performance..., Valuation, Training, Internal Audit, Microsoft Excel, Accounting, Account Reconciliation, Organization Skills, Volunteering, Financial Planning
Education
Cal Poly San Luis Obispo
Bachelor's degree, Accounting and Business/Management
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.) / Accounting, Business / Accounting
Datwyler Orthodontics January 2015 - Present
Jackson Elementary School September 2014 - Present
State Street Bank July 2007 - April 2014
Junior Achievement of Sacramento 2013 - 2014
Investors Bank & Trust December 2001 - July 2007
Barclays Global Investors October 1993 - December 2001
Ernst & Young September 1992 - October 1993
Skills
Financial Services, Business Analysis, Mutual Funds, Risk Management, Financial Analysis, Banking, Process Improvement, Change Management, Business Process..., Investments, Equities, Securities, Finance, Strategic Financial..., Financial Risk, Asset Management, Management Consulting, Business Process, Financial Reporting, Auditing, Financial Accounting, Financial Markets, Cash Management, Internal Controls, Relationship Management, Fixed Income, Analysis, Corporate Actions, PeopleSoft, Fund Accounting, Onboarding, Portfolio Performance..., Valuation, Training, Internal Audit, Microsoft Excel, Accounting, Account Reconciliation, Organization Skills, Volunteering, Financial Planning
Education
Cal Poly San Luis Obispo
Bachelor's degree, Accounting and Business/Management
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.) / Accounting, Business / Accounting
Ken Schaepe's Investors Bank & Trust Experience 2001 - 2004
Job Cloud Program Manager at Navisite
Industry Information Technology and Services
Experience
Navisite April 2014 - Present
SunGard February 2008 - November 2013
Fidelity 2004 - 2007
Investors Bank & Trust 2001 - 2004
Union Bank 1999 - 2000
Transamerica Life 1996 - 1999
Bank of America 1994 - 1996
First Interstate Bank – Real Estate Division 1989 - 1994
RAND Corporation 1984 - 1989
Skills
Program Management, Agile Methodologies, PMO, Business Analysis, Enterprise Software, Strategy, SDLC, Budgets, Requirements Gathering, Product Development, Scrum, Project Management, Full SDLC, Software Project..., Requirements Analysis, Software Development, Management, Vendor Management, Financial Services, Certified Scrum Master..., PMI, Leadership
Education
California State University-Los Angeles
Bachelor of Science (BS), Finance
Navisite April 2014 - Present
SunGard February 2008 - November 2013
Fidelity 2004 - 2007
Investors Bank & Trust 2001 - 2004
Union Bank 1999 - 2000
Transamerica Life 1996 - 1999
Bank of America 1994 - 1996
First Interstate Bank – Real Estate Division 1989 - 1994
RAND Corporation 1984 - 1989
Skills
Program Management, Agile Methodologies, PMO, Business Analysis, Enterprise Software, Strategy, SDLC, Budgets, Requirements Gathering, Product Development, Scrum, Project Management, Full SDLC, Software Project..., Requirements Analysis, Software Development, Management, Vendor Management, Financial Services, Certified Scrum Master..., PMI, Leadership
Education
California State University-Los Angeles
Bachelor of Science (BS), Finance
Heidi Stevens Heidi Stevens's Investors Bank & Trust Experience June 2004 - August 2004
Job Finance Manager at California Dental Association
Industry Accounting
Experience
California Dental Association February 2015 - Present
Health Education Council 2009 - Present
RagingWire Data Centers March 2013 - February 2015
SAFE Credit Union May 2012 - March 2013
PricewaterhouseCoopers January 2007 - May 2012
Investors Bank & Trust June 2004 - August 2004
BB&T 2002 - 2002
Mentor Corporation 2000 - 2000
WorldCell 1998 - 1999
Skills
SEC reporting, Internal Controls, Financial Reporting, Accounting, CPA, Financial Analysis, Financial Audits, Finance, Managerial Finance, Strategic Financial..., Financial Risk, US GAAP
Education
California State University-Sacramento 2002 — 2006
B.S., Business Administration - Accountancy
California Dental Association February 2015 - Present
Health Education Council 2009 - Present
RagingWire Data Centers March 2013 - February 2015
SAFE Credit Union May 2012 - March 2013
PricewaterhouseCoopers January 2007 - May 2012
Investors Bank & Trust June 2004 - August 2004
BB&T 2002 - 2002
Mentor Corporation 2000 - 2000
WorldCell 1998 - 1999
Skills
SEC reporting, Internal Controls, Financial Reporting, Accounting, CPA, Financial Analysis, Financial Audits, Finance, Managerial Finance, Strategic Financial..., Financial Risk, US GAAP
Education
California State University-Sacramento 2002 — 2006
B.S., Business Administration - Accountancy
Ivan Liriano's Investors Bank & Trust Experience January 2005 - June 2007
Job Senior IS Auditor at John Hancock Financial Services
Industry Computer & Network Security
Experience
John Hancock Financial Services January 2012 - Present
FactSet Research Systems July 2010 - January 2012
Market Metrics December 2009 - July 2010
State Street June 2007 - December 2008
Investors Bank & Trust January 2005 - June 2007
Skills
Active Directory, Windows Server, XP, SharePoint, Visio, Operating Systems, Technical Support, IIS, Access, Group Policy, Blackberry, Information Security, Security, McAfee, Software Installation, Sarbanes-Oxley Act, Integration, Windows XP, OS X, Lotus Notes, Software Documentation
Education
Cambridge College 2007 — 2008
BSM, Business Management
John Hancock Financial Services January 2012 - Present
FactSet Research Systems July 2010 - January 2012
Market Metrics December 2009 - July 2010
State Street June 2007 - December 2008
Investors Bank & Trust January 2005 - June 2007
Skills
Active Directory, Windows Server, XP, SharePoint, Visio, Operating Systems, Technical Support, IIS, Access, Group Policy, Blackberry, Information Security, Security, McAfee, Software Installation, Sarbanes-Oxley Act, Integration, Windows XP, OS X, Lotus Notes, Software Documentation
Education
Cambridge College 2007 — 2008
BSM, Business Management
Dexter Fong Dexter Fong's Investors Bank & Trust Experience March 2003 - June 2007
Job IT Application Development
Industry Information Technology and Services
Experience
State Street July 2007 - June 2014
Investors Bank & Trust March 2003 - June 2007
Barclays Global Investors/BlackRock January 1999 - February 2003
Barclays Global Investors/BlackRock July 1995 - December 1998
Wells Fargo Investment Advisors January 1989 - June 1995
Lockheed Martin June 1984 - December 1988
Skills
Software Development, Visual Studio, Visual Basic, VB.NET, Windows, Microsoft Office, SDLC, Databases, Microsoft SQL Server, Testing, SQL, ASP.NET, Crystal Reports, SWIFT messaging, Trading, Financial Applications, XML, TSO/ISPF, IMS DB/DC, DTC, BMP, NDM, JCL, CA7, COBOL, COBOLII
Education
San Francisco State University
Bachelor's Degree, Computer Science
City College of San Francisco
Associate's Degree, Computer and Information Science
State Street July 2007 - June 2014
Investors Bank & Trust March 2003 - June 2007
Barclays Global Investors/BlackRock January 1999 - February 2003
Barclays Global Investors/BlackRock July 1995 - December 1998
Wells Fargo Investment Advisors January 1989 - June 1995
Lockheed Martin June 1984 - December 1988
Skills
Software Development, Visual Studio, Visual Basic, VB.NET, Windows, Microsoft Office, SDLC, Databases, Microsoft SQL Server, Testing, SQL, ASP.NET, Crystal Reports, SWIFT messaging, Trading, Financial Applications, XML, TSO/ISPF, IMS DB/DC, DTC, BMP, NDM, JCL, CA7, COBOL, COBOLII
Education
San Francisco State University
Bachelor's Degree, Computer Science
City College of San Francisco
Associate's Degree, Computer and Information Science
Thomas Shankles Thomas Shankles's Investors Bank & Trust Experience August 2000 - September 2001
Job Headline to follow
Industry Financial Services
Experience
Wells Fargo Home Mortgage January 2013 - June 2013
EverBank September 2010 - July 2012
Comstock Mortgage September 2009 - September 2010
Provident Funding Associates L.P. February 2009 - June 2009
Bank of America November 2006 - October 2008
Sierra Pacific Mortgage May 2005 - October 2007
Countrywide KB Home Loans June 2002 - August 2005
Indymac Bank September 2001 - June 2002
Investors Bank & Trust August 2000 - September 2001
The Money Store 1997 - 2000
Skills
Mortgage Lending, Loans, Mortgage Banking, USDA, FHA, Refinance, VA loans, Mortgage Underwriting, Credit, FHA financing, Residential Mortgages, Loan Origination, Underwriting, Certified Mortgage..., Banking, Investment Properties, First Time Home Buyers, Credit Analysis, Real Estate, Loss Mitigation, Residential Homes, Real Estate Financing
Education
California State University-Sacramento 1994 — 1997
Bachelors, Journalism
Ohlone College 1990 — 1995
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Wells Fargo Home Mortgage January 2013 - June 2013
EverBank September 2010 - July 2012
Comstock Mortgage September 2009 - September 2010
Provident Funding Associates L.P. February 2009 - June 2009
Bank of America November 2006 - October 2008
Sierra Pacific Mortgage May 2005 - October 2007
Countrywide KB Home Loans June 2002 - August 2005
Indymac Bank September 2001 - June 2002
Investors Bank & Trust August 2000 - September 2001
The Money Store 1997 - 2000
Skills
Mortgage Lending, Loans, Mortgage Banking, USDA, FHA, Refinance, VA loans, Mortgage Underwriting, Credit, FHA financing, Residential Mortgages, Loan Origination, Underwriting, Certified Mortgage..., Banking, Investment Properties, First Time Home Buyers, Credit Analysis, Real Estate, Loss Mitigation, Residential Homes, Real Estate Financing
Education
California State University-Sacramento 1994 — 1997
Bachelors, Journalism
Ohlone College 1990 — 1995
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Andrea Wheeler Andrea Wheeler's Investors Bank & Trust Experience 2004 - 2006
Job Business Professional
Industry Financial Services
Experience
State Street 2007 - 2014
Investors Bank & Trust 2004 - 2006
Barclays Global Investors 2002 - 2004
Investors Bank and Trust 1999 - 2002
Skills
Fund Accounting, Mutual Funds, Securities Lending, Securities, Bloomberg, Financial Analysis, Swaps, FX Options, Project Management, Corporate Actions, Derivatives, Financial Services
Education
California State University-Chico 1995 — 1998
Bachelor of Science (BS), Finance, General
Yuba College 1989 — 1992
Associate of Science (AS)
California State University-Sacramento
State Street 2007 - 2014
Investors Bank & Trust 2004 - 2006
Barclays Global Investors 2002 - 2004
Investors Bank and Trust 1999 - 2002
Skills
Fund Accounting, Mutual Funds, Securities Lending, Securities, Bloomberg, Financial Analysis, Swaps, FX Options, Project Management, Corporate Actions, Derivatives, Financial Services
Education
California State University-Chico 1995 — 1998
Bachelor of Science (BS), Finance, General
Yuba College 1989 — 1992
Associate of Science (AS)
California State University-Sacramento
Ted Boudria Ted Boudria's Investors Bank & Trust Experience January 1994 - January 1995
Job Vice President Fund Administration at State Street Bank
Industry Financial Services
Experience
State Street Bank August 2011 - Present
Brown Brothers Harriman September 1995 - August 2011
Investors Bank & Trust January 1994 - January 1995
Skills
Fund Administration, Mutual Funds, Fund Accounting, Bloomberg, Equities, Financial Reporting, Financial Services, Fixed Income, Hedge Funds, Securities, Alternative Investments, Derivatives, Asset Management, Global Custody, Corporate Actions, Investments
Education
Suffolk University 1998 — 2000
Masters Degree in Finance, Finance
Bryant University
Bachelor Business Administration, Finance
State Street Bank August 2011 - Present
Brown Brothers Harriman September 1995 - August 2011
Investors Bank & Trust January 1994 - January 1995
Skills
Fund Administration, Mutual Funds, Fund Accounting, Bloomberg, Equities, Financial Reporting, Financial Services, Fixed Income, Hedge Funds, Securities, Alternative Investments, Derivatives, Asset Management, Global Custody, Corporate Actions, Investments
Education
Suffolk University 1998 — 2000
Masters Degree in Finance, Finance
Bryant University
Bachelor Business Administration, Finance
Artvine Torossian's Investors Bank & Trust Experience 1997 - 1999
Job Account Manager at RBC Investor and Treasury Services
Industry Banking
Experience
RBC Investor & Treasury Services April 2008 - August 2014
RBC Dexia Investor Services 2006 - 2008
RBC Dexia Investor Services 2001 - 2006
Brown Brothers Harriman 1999 - 2001
Investors Bank & Trust 1997 - 1999
Skills
Client Service, Customer Relations, Securities, Languages, Business Strategy, Economics, Sales Presentations, People Skills, Finance, Banking, Account Management, Cash Management, CRM, Capital Markets, Customer Service, Financial Services, Treasury Management, Relationship Management, Payments, Risk Management, Financial Markets, FX Options, Equities, Client Services
Education
Bryant University 1993 — 1997
Bachelor of Science in Business Administration, Finance and International Relations
RBC Investor & Treasury Services April 2008 - August 2014
RBC Dexia Investor Services 2006 - 2008
RBC Dexia Investor Services 2001 - 2006
Brown Brothers Harriman 1999 - 2001
Investors Bank & Trust 1997 - 1999
Skills
Client Service, Customer Relations, Securities, Languages, Business Strategy, Economics, Sales Presentations, People Skills, Finance, Banking, Account Management, Cash Management, CRM, Capital Markets, Customer Service, Financial Services, Treasury Management, Relationship Management, Payments, Risk Management, Financial Markets, FX Options, Equities, Client Services
Education
Bryant University 1993 — 1997
Bachelor of Science in Business Administration, Finance and International Relations
Glen Goff, MBA's Investors Bank & Trust Experience September 2003 - September 2005
Job Trust Operations Specialist at John Hancock Trust Company
Industry Financial Services
Experience
John Hancock Financial Services September 2012 - Present
U.S. Trust September 2006 - August 2012
U.S. Trust October 2005 - September 2006
Investors Bank & Trust September 2003 - September 2005
Skills
Credit, Financial Analysis, Risk Management, Cash Management, Tax Preparation, Tax Accounting, Trusts, Accounting, Fund Accounting, Customer Relations
Education
Curry College 2010 — 2012
Masters of Business Administration
Curry College 2002 — 2003
Bachelor's degree, Business Administration and Management, General
Notre Dame College Manchester,NH 1999 — 2002
Business Administration and Management, General
John Hancock Financial Services September 2012 - Present
U.S. Trust September 2006 - August 2012
U.S. Trust October 2005 - September 2006
Investors Bank & Trust September 2003 - September 2005
Skills
Credit, Financial Analysis, Risk Management, Cash Management, Tax Preparation, Tax Accounting, Trusts, Accounting, Fund Accounting, Customer Relations
Education
Curry College 2010 — 2012
Masters of Business Administration
Curry College 2002 — 2003
Bachelor's degree, Business Administration and Management, General
Notre Dame College Manchester,NH 1999 — 2002
Business Administration and Management, General
Hajra Khan Hajra Khan's Investors Bank & Trust Experience July 2005 - February 2007
Job
Industry Law Practice
Experience
GTC Law Group September 2011 - October 2014
GTC Law Group August 2010 - November 2010
Committee for Public Counsel Services May 2010 - August 2010
U.S. Securities and Exchange Commission December 2009 - February 2010
U.S. Attorney's Office - Civil Division May 2009 - August 2009
FMR LLC February 2007 - August 2008
Investors Bank & Trust July 2005 - February 2007
Investors Bank & Trust September 2003 - July 2005
Skills
Legal Research, Legal Writing, Intellectual Property, Licensing, Corporate Law, Contract Negotiation, Due Diligence, Mediation, Westlaw
Education
Northeastern University School of Law 2008 — 2011
Juris Doctor
Mount Holyoke College 1998 — 2002
Bachelors of Arts
City University London 2000 — 2000
Lahore American School 1985 — 1998
HIgh School Diploma
GTC Law Group September 2011 - October 2014
GTC Law Group August 2010 - November 2010
Committee for Public Counsel Services May 2010 - August 2010
U.S. Securities and Exchange Commission December 2009 - February 2010
U.S. Attorney's Office - Civil Division May 2009 - August 2009
FMR LLC February 2007 - August 2008
Investors Bank & Trust July 2005 - February 2007
Investors Bank & Trust September 2003 - July 2005
Skills
Legal Research, Legal Writing, Intellectual Property, Licensing, Corporate Law, Contract Negotiation, Due Diligence, Mediation, Westlaw
Education
Northeastern University School of Law 2008 — 2011
Juris Doctor
Mount Holyoke College 1998 — 2002
Bachelors of Arts
City University London 2000 — 2000
Lahore American School 1985 — 1998
HIgh School Diploma
Will Dubiel Will Dubiel's Investors Bank & Trust Experience June 2004 - August 2006
Job Designer/Engineer
Industry Architecture & Planning
Experience
Design Communications Ltd. August 2014 - Present
Will Dubiel Yacht Design August 2009 - Present
Zurn Yacht Design April 2012 - August 2014
Ribcraft USA December 2010 - May 2012
Zurn Yacht Design November 2009 - August 2010
Goetz Custom Technologies March 2009 - September 2009
Pearson Composites February 2008 - March 2009
Belkov Yacht Company September 2007 - February 2008
Investors Bank & Trust June 2004 - August 2006
Skills
Sailing, Yachting, Engineering, Project Management, Product Development, Yacht Design, Microsoft Office, Rhino 3D, AutoCAD, Naval Architecture, Marine Engineering, Boat Building, Vray, Composites, Composite Structures, CAD, Boat, Maritime, Product Design, Rhino, Boating, Manufacturing, Industrial Design, Rendering, Concept Development, 3D visualization, 3D rendering, Model Making, Cnc, Project Planning, Photoshop, Materials, Design Management, Technical Drawing, Architectural Design
Education
The Landing School 2006 — 2007
Certificate in Yacht Design, Yacht Design
Connecticut College 1999 — 2003
BA, International Relations
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2001 — 2001
International Business
Design Communications Ltd. August 2014 - Present
Will Dubiel Yacht Design August 2009 - Present
Zurn Yacht Design April 2012 - August 2014
Ribcraft USA December 2010 - May 2012
Zurn Yacht Design November 2009 - August 2010
Goetz Custom Technologies March 2009 - September 2009
Pearson Composites February 2008 - March 2009
Belkov Yacht Company September 2007 - February 2008
Investors Bank & Trust June 2004 - August 2006
Skills
Sailing, Yachting, Engineering, Project Management, Product Development, Yacht Design, Microsoft Office, Rhino 3D, AutoCAD, Naval Architecture, Marine Engineering, Boat Building, Vray, Composites, Composite Structures, CAD, Boat, Maritime, Product Design, Rhino, Boating, Manufacturing, Industrial Design, Rendering, Concept Development, 3D visualization, 3D rendering, Model Making, Cnc, Project Planning, Photoshop, Materials, Design Management, Technical Drawing, Architectural Design
Education
The Landing School 2006 — 2007
Certificate in Yacht Design, Yacht Design
Connecticut College 1999 — 2003
BA, International Relations
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2001 — 2001
International Business
Devika Mukherjee PMP, PgMP's Investors Bank & Trust Experience 2006 - 2007
Job Founder and President , mobileSPA (Wall Street Journal feature link: http://mobilespa.com/media.asp)
Industry Internet
Experience
mobileSPA, LLC (www.mobilespa.com) January 2003 - Present
Globalbizsuite August 2010 - Present
State Street Global Advisors 2007 - 2009
Sovereign Bank 2006 - 2007
Investors Bank & Trust 2006 - 2007
Staples 2003 - 2006
Putnam Investments 2001 - 2002
JP Morgan Chase 2001 - 2002
Gateway 2000 - 2001
John Hancock Financial Services 2000 - 2000
Skills
Social Media Marketing, Marketing Strategy, Event Management, Social Media, Project Management, Event Planning, Marketing Communications, Marketing, Business Analysis, Public Relations, Vendor Management, Business Development, Integrated Marketing, Entrepreneurship, Digital Marketing, Online Advertising, E-commerce, Management
Education
ACS
Clark University
BS in Computer Science and Mathematics
Preston University
Executive MBA
Project Management Institute
PMP / PgMP
mobileSPA, LLC (www.mobilespa.com) January 2003 - Present
Globalbizsuite August 2010 - Present
State Street Global Advisors 2007 - 2009
Sovereign Bank 2006 - 2007
Investors Bank & Trust 2006 - 2007
Staples 2003 - 2006
Putnam Investments 2001 - 2002
JP Morgan Chase 2001 - 2002
Gateway 2000 - 2001
John Hancock Financial Services 2000 - 2000
Skills
Social Media Marketing, Marketing Strategy, Event Management, Social Media, Project Management, Event Planning, Marketing Communications, Marketing, Business Analysis, Public Relations, Vendor Management, Business Development, Integrated Marketing, Entrepreneurship, Digital Marketing, Online Advertising, E-commerce, Management
Education
ACS
Clark University
BS in Computer Science and Mathematics
Preston University
Executive MBA
Project Management Institute
PMP / PgMP
David Heffner David Heffner's Investors Bank & Trust Experience July 1999 - September 2001
Job Regional Controller at Levy Restaurants
Industry Food & Beverages
Experience
Levy Restaurants June 2014 - Present
Investors Bank & Trust July 1999 - September 2001
Skills
Food Service, Accounting, Forecasting, Cash Management, Income Statement, Food & Beverage, Menu Development, Hospitality Management, Financial Accounting, Internal Controls, Budgets, General Ledger, Financial Analysis, Financial Reporting, Hospitality, Restaurants, Hospitality Industry, Inventory Control, Food, Cash Flow, Inventory Management, Payroll, Catering, Managerial Finance, Accounts Receivable
Education
Bryant University 1995 — 1999
BS, Accounting
Levy Restaurants June 2014 - Present
Investors Bank & Trust July 1999 - September 2001
Skills
Food Service, Accounting, Forecasting, Cash Management, Income Statement, Food & Beverage, Menu Development, Hospitality Management, Financial Accounting, Internal Controls, Budgets, General Ledger, Financial Analysis, Financial Reporting, Hospitality, Restaurants, Hospitality Industry, Inventory Control, Food, Cash Flow, Inventory Management, Payroll, Catering, Managerial Finance, Accounts Receivable
Education
Bryant University 1995 — 1999
BS, Accounting
Dan Albrecht Dan Albrecht's Investors Bank & Trust Experience December 2005 - February 2007
Job Senior Analyst at Federal Home Loan Bank of Boston
Industry Financial Services
Experience
Federal Home Loan Bank of Boston July 2013 - Present
Brookline Bank October 2012 - June 2013
Federal Home Loan Bank Boston June 2012 - October 2012
Federal Home Loan Bank of Boston May 2011 - June 2012
Harvard Management Company February 2007 - February 2009
Investors Bank & Trust December 2005 - February 2007
Skills
Bloomberg, Fixed Income, Equities, Derivatives, Economics, Spreadsheets, Excel, PowerPoint, Word, Summit, Risk Management, QRM, SQL, Lotus Notes, Microsoft Excel
Education
Saint Lawrence University 2000 — 2008
BS, Economics
Clarkson University 2004 — 2005
MBA, Innovation and New Ventures
St. Lawrence University 2000 — 2004
Bachelors, Economics, European studies minor
København University 2002 — 2002
Thayer Academy 1995 — 2002
Federal Home Loan Bank of Boston July 2013 - Present
Brookline Bank October 2012 - June 2013
Federal Home Loan Bank Boston June 2012 - October 2012
Federal Home Loan Bank of Boston May 2011 - June 2012
Harvard Management Company February 2007 - February 2009
Investors Bank & Trust December 2005 - February 2007
Skills
Bloomberg, Fixed Income, Equities, Derivatives, Economics, Spreadsheets, Excel, PowerPoint, Word, Summit, Risk Management, QRM, SQL, Lotus Notes, Microsoft Excel
Education
Saint Lawrence University 2000 — 2008
BS, Economics
Clarkson University 2004 — 2005
MBA, Innovation and New Ventures
St. Lawrence University 2000 — 2004
Bachelors, Economics, European studies minor
København University 2002 — 2002
Thayer Academy 1995 — 2002
Cristina Fraser Cristina Fraser's Investors Bank & Trust Experience February 2007 - April 2007
Job VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
Brown Brothers Harriman February 2014 - November 2014
Brown Brothers Harriman January 2012 - February 2014
Brown Brothers Harriman July 2008 - December 2011
Investors Bank & Trust February 2007 - April 2007
Investors Bank & Trust July 2006 - February 2007
Investors Bank & Trust July 2005 - July 2006
Investors Bank & Trust May 2002 - June 2005
Investors Bank & Trust July 2001 - May 2002
Investors Bank & Trust July 2000 - July 2001
Skills
Private Equity, Hedge Accounting, ETFs, Accounting, Microsoft Excel, VBA, Hedge Funds, Financial Services, Analysis, Financial Reporting, Alternative Investments, Mutual Funds, Bloomberg, Internal Controls, Trading, Management, Financial Analysis, Fixed Income
Education
Bucknell University 1996 — 2000
BS
BNY Mellon November 2014 - Present
Brown Brothers Harriman February 2014 - November 2014
Brown Brothers Harriman January 2012 - February 2014
Brown Brothers Harriman July 2008 - December 2011
Investors Bank & Trust February 2007 - April 2007
Investors Bank & Trust July 2006 - February 2007
Investors Bank & Trust July 2005 - July 2006
Investors Bank & Trust May 2002 - June 2005
Investors Bank & Trust July 2001 - May 2002
Investors Bank & Trust July 2000 - July 2001
Skills
Private Equity, Hedge Accounting, ETFs, Accounting, Microsoft Excel, VBA, Hedge Funds, Financial Services, Analysis, Financial Reporting, Alternative Investments, Mutual Funds, Bloomberg, Internal Controls, Trading, Management, Financial Analysis, Fixed Income
Education
Bucknell University 1996 — 2000
BS
Brian Palinski Brian Palinski's Investors Bank & Trust Experience 2004 - 2007
Job IT Program Manager at EMC
Industry Information Technology and Services
Experience
EMC 2010 - Present
Syntel 2009 - 2010
State Street 2007 - 2009
Investors Bank & Trust 2004 - 2007
Investors Bank & Trust 2001 - 2004
Investors Bank & Trust 1999 - 2001
Investors Bank & Trust 1996 - 1999
Signature Financial Group 1995 - 1996
State Street Bank 1994 - 1995
Skills
SDLC, Program Management, Project Management, Software Project..., Vendor Management, Business Analysis, PMP, Software Development, Business Process, Enterprise Architecture, IT Strategy, Requirements Analysis, Management, Team Management, PMO, Project Planning, Integration, Analysis, Leadership, Security, Strategic Planning, Project Portfolio..., IT Operations, Information Technology, IT Management, Risk Management, Disaster Recovery, ITIL, Business Application..., Applications Software..., Resource Management, Project Delivery, Mutual Funds, Business Intelligence, Data Center, Mitigation, Mentoring, Financial Reporting
Education
Clark University 2011 — 2016
Master of Business Administration
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelor of Business Administration
Beverly High School 1986 — 1990
EMC 2010 - Present
Syntel 2009 - 2010
State Street 2007 - 2009
Investors Bank & Trust 2004 - 2007
Investors Bank & Trust 2001 - 2004
Investors Bank & Trust 1999 - 2001
Investors Bank & Trust 1996 - 1999
Signature Financial Group 1995 - 1996
State Street Bank 1994 - 1995
Skills
SDLC, Program Management, Project Management, Software Project..., Vendor Management, Business Analysis, PMP, Software Development, Business Process, Enterprise Architecture, IT Strategy, Requirements Analysis, Management, Team Management, PMO, Project Planning, Integration, Analysis, Leadership, Security, Strategic Planning, Project Portfolio..., IT Operations, Information Technology, IT Management, Risk Management, Disaster Recovery, ITIL, Business Application..., Applications Software..., Resource Management, Project Delivery, Mutual Funds, Business Intelligence, Data Center, Mitigation, Mentoring, Financial Reporting
Education
Clark University 2011 — 2016
Master of Business Administration
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelor of Business Administration
Beverly High School 1986 — 1990
Cary John Orlandi Jr., CAIA Cary John Orlandi Jr., CAIA's Investors Bank & Trust Experience February 2006 - March 2007
Job Design Consultant at Millbrook Modular Homes
Industry Financial Services
Experience
Millbrook Modular Homes August 2014 - Present
Loomis Sayles March 2012 - Present
State Street Corporation January 2010 - March 2012
Millbrook Modular Homes January 2011 - December 2011
State Street Corporation March 2007 - November 2011
360 Huntington Fund September 2009 - September 2010
360 Huntington Fund September 2008 - September 2009
Investors Bank & Trust February 2006 - March 2007
Skills
Bloomberg, Portfolio Management, Investments, Securities, Financial Services, Finance, Hedge Funds, Trading, Financial Analysis, Mutual Funds, Alternative Investments, Corporate Finance, Investment Management, ETFs, Equities, Financial Statement..., Account Reconciliation, Asset Management, Charles River IMS, Macroeconomics, Learning, Microsoft Office, Fundamental Analysis, Technical Writing, Technical Analysis, Heliograph, Failed Trade Analysis, Portfolio Analytics, Real Estate
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA/MSF, Corporate Finance and Investments
University of Massachusetts, Amherst 2001 — 2005
B.B.A, Finance and Operations Management
Foxboro High School
College Prep, some honors
Millbrook Modular Homes August 2014 - Present
Loomis Sayles March 2012 - Present
State Street Corporation January 2010 - March 2012
Millbrook Modular Homes January 2011 - December 2011
State Street Corporation March 2007 - November 2011
360 Huntington Fund September 2009 - September 2010
360 Huntington Fund September 2008 - September 2009
Investors Bank & Trust February 2006 - March 2007
Skills
Bloomberg, Portfolio Management, Investments, Securities, Financial Services, Finance, Hedge Funds, Trading, Financial Analysis, Mutual Funds, Alternative Investments, Corporate Finance, Investment Management, ETFs, Equities, Financial Statement..., Account Reconciliation, Asset Management, Charles River IMS, Macroeconomics, Learning, Microsoft Office, Fundamental Analysis, Technical Writing, Technical Analysis, Heliograph, Failed Trade Analysis, Portfolio Analytics, Real Estate
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA/MSF, Corporate Finance and Investments
University of Massachusetts, Amherst 2001 — 2005
B.B.A, Finance and Operations Management
Foxboro High School
College Prep, some honors
Joseph Bonaceto CPA, MBA Joseph Bonaceto CPA, MBA's Investors Bank & Trust Experience August 2005 - October 2006
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - September 2013
JPMorgan Chase January 2013 - February 2013
BNY Mellon October 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) October 2006 - August 2011
Investors Bank & Trust August 2005 - October 2006
Investors Bank & Trust August 2004 - August 2005
State Street Research August 2003 - August 2004
State Street Research July 2001 - August 2003
State Street Research July 2000 - July 2001
Skills
N-CSR, N-SAR, N-MFP, N-Q, 24F-2, N-1A, Regulation S-X, The Investment Company..., FAS 157, FAS 161, Mutual Funds, Hedge Funds, Financial Reporting, IFRS, CFTC, Auditing, Derivatives, FAS 5, Finance, Fund Accounting, Internal Controls, Investments, Portfolio Management, Securities, Valuation, Bloomberg, Financial Analysis
Education
Clark University 2000 — 2004
MBA, Finance
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - September 2013
JPMorgan Chase January 2013 - February 2013
BNY Mellon October 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) October 2006 - August 2011
Investors Bank & Trust August 2005 - October 2006
Investors Bank & Trust August 2004 - August 2005
State Street Research August 2003 - August 2004
State Street Research July 2001 - August 2003
State Street Research July 2000 - July 2001
Skills
N-CSR, N-SAR, N-MFP, N-Q, 24F-2, N-1A, Regulation S-X, The Investment Company..., FAS 157, FAS 161, Mutual Funds, Hedge Funds, Financial Reporting, IFRS, CFTC, Auditing, Derivatives, FAS 5, Finance, Fund Accounting, Internal Controls, Investments, Portfolio Management, Securities, Valuation, Bloomberg, Financial Analysis
Education
Clark University 2000 — 2004
MBA, Finance
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
Anne Coveney Anne Coveney's Investors Bank & Trust Experience January 1990 - January 1992
Job Financial Services Marketing Professional
Industry Financial Services
Experience
T. Rowe Price April 2013 - Present
Fidelity Investments 2010 - 2012
Putnam Investments January 2006 - September 2009
Putnam Investments January 2001 - January 2006
Putnam Investments January 1999 - January 2001
Fidelity Personal Investing and Brokerage Group January 1997 - January 1999
Fidelity Investments Institutional Services Company, RIA Channel January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
National Financial Services Company/Fidelity Investments January 1992 - January 1993
Investors Bank & Trust January 1990 - January 1992
Skills
Product Development, Market Research, Market Planning, Retirement, Thought Leadership..., Product Marketing, Public Relations, Marketing Strategy, Marketing, Business Strategy, Program Management, Financial Services, Management, Analysis, Asset Management, Asset Allocation
Education
College of the Holy Cross 1977 — 1981
B.A, Economics
T. Rowe Price April 2013 - Present
Fidelity Investments 2010 - 2012
Putnam Investments January 2006 - September 2009
Putnam Investments January 2001 - January 2006
Putnam Investments January 1999 - January 2001
Fidelity Personal Investing and Brokerage Group January 1997 - January 1999
Fidelity Investments Institutional Services Company, RIA Channel January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
National Financial Services Company/Fidelity Investments January 1992 - January 1993
Investors Bank & Trust January 1990 - January 1992
Skills
Product Development, Market Research, Market Planning, Retirement, Thought Leadership..., Product Marketing, Public Relations, Marketing Strategy, Marketing, Business Strategy, Program Management, Financial Services, Management, Analysis, Asset Management, Asset Allocation
Education
College of the Holy Cross 1977 — 1981
B.A, Economics
Tara Norton's Investors Bank & Trust Experience 2002 - 2004
Job Vice President, Manager, Hedge Fund Operations at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management July 2015 - Present
Acadian Asset Management September 2014 - July 2015
Cutter Associates March 2012 - March 2014
Gartmore Global Partners March 2007 - June 2011
State Street Global Advisors 2005 - 2007
Investors Bank & Trust 2002 - 2004
Skills
Hedge Funds, Corporate Actions, Bloomberg, Securities Lending, Equities, Salesforce.com, Trading, Mutual Funds, Investments, Analysis, Asset Management, Alternative Investments, Fixed Income, Derivatives
Education
Clark University 1997 — 2001
Acadian Asset Management July 2015 - Present
Acadian Asset Management September 2014 - July 2015
Cutter Associates March 2012 - March 2014
Gartmore Global Partners March 2007 - June 2011
State Street Global Advisors 2005 - 2007
Investors Bank & Trust 2002 - 2004
Skills
Hedge Funds, Corporate Actions, Bloomberg, Securities Lending, Equities, Salesforce.com, Trading, Mutual Funds, Investments, Analysis, Asset Management, Alternative Investments, Fixed Income, Derivatives
Education
Clark University 1997 — 2001
Liz McHutcheon Liz McHutcheon's Investors Bank & Trust Experience April 1996 - October 2000
Job Business Coach/Creative
Industry Accounting
Experience
What's Your Brave? September 2010 - Present
Zurich Scudder Investments October 2000 - December 2001
Investors Bank & Trust April 1996 - October 2000
Skills
CPA, February 1997
Education
Cleveland State University 1990 — 1993
BS, Accounting
Mentor High School 1982 — 1985
What's Your Brave? September 2010 - Present
Zurich Scudder Investments October 2000 - December 2001
Investors Bank & Trust April 1996 - October 2000
Skills
CPA, February 1997
Education
Cleveland State University 1990 — 1993
BS, Accounting
Mentor High School 1982 — 1985
David Ciriello MBA, PgMP, PMP, PMI-SP, CPHIT, MCTS, CISA David Ciriello MBA, PgMP, PMP, PMI-SP, CPHIT, MCTS, CISA's Investors Bank & Trust Experience 2003 - 2005
Job Management Consulting at KPMG LLP
Industry Information Technology and Services
Experience
KPMG LLP October 2005 - Present
Gallop NYC June 2009 - September 2011
Investors Bank & Trust 2003 - 2005
Boston Police Department January 2001 - June 2002
Skills
Governance, Change Management, Six Sigma, Strategy, Management Consulting, Program Management, Project Management, Enterprise Architecture, PMP, PMO, Sarbanes-Oxley Act, Business Analysis, Business Process, Management, Process Improvement, Leadership
Education
Roger Williams University 2013 — 2015
Masters of Public Administration, Health Care Adminstration (HCA) Specialization
Northeastern University - Graduate School of Business Administration 2003 — 2006
MBA, Management, Class Rank: 2
University of Oxford 2002 — 2003
MSc, Faculty of Law - Analytical Criminology
Northeastern University 1997 — 2002
BS
KPMG LLP October 2005 - Present
Gallop NYC June 2009 - September 2011
Investors Bank & Trust 2003 - 2005
Boston Police Department January 2001 - June 2002
Skills
Governance, Change Management, Six Sigma, Strategy, Management Consulting, Program Management, Project Management, Enterprise Architecture, PMP, PMO, Sarbanes-Oxley Act, Business Analysis, Business Process, Management, Process Improvement, Leadership
Education
Roger Williams University 2013 — 2015
Masters of Public Administration, Health Care Adminstration (HCA) Specialization
Northeastern University - Graduate School of Business Administration 2003 — 2006
MBA, Management, Class Rank: 2
University of Oxford 2002 — 2003
MSc, Faculty of Law - Analytical Criminology
Northeastern University 1997 — 2002
BS
Jeaneena Stefanski Jeaneena Stefanski's Investors Bank & Trust Experience February 2005 - July 2007
Job R.N. Telemetry at St. Mary's Hospital
Industry Human Resources
Experience
St. Mary's Hospital September 2013 - Present
Children's Hospital Boston July 2010 - March 2011
State Street Bank February 2008 - November 2008
Investors Bank & Trust February 2005 - July 2007
Staffing Solutions 2003 - 2005
PSG 2000 - 2003
GBRS 1992 - 1996
Skills
Career Development, Recruiting, Talent Management, Onboarding, Interviews, SDLC, Applicant Tracking..., Human Resources, Talent Acquisition
Education
Naugatuck Valley Community College 2011 — 2013
R.N. State of Connecticut Registered Nurse License (Active), Registered Nursing/Registered Nurse
City University of New York-Hunter College 1981 — 1986
BA, Psychology
St. Mary's Hospital September 2013 - Present
Children's Hospital Boston July 2010 - March 2011
State Street Bank February 2008 - November 2008
Investors Bank & Trust February 2005 - July 2007
Staffing Solutions 2003 - 2005
PSG 2000 - 2003
GBRS 1992 - 1996
Skills
Career Development, Recruiting, Talent Management, Onboarding, Interviews, SDLC, Applicant Tracking..., Human Resources, Talent Acquisition
Education
Naugatuck Valley Community College 2011 — 2013
R.N. State of Connecticut Registered Nurse License (Active), Registered Nursing/Registered Nurse
City University of New York-Hunter College 1981 — 1986
BA, Psychology
Abdel-latif Hmitti, CFA Abdel-latif Hmitti, CFA's Investors Bank & Trust Experience 1996 - 2007
Job
Industry Financial Services
Experience
State Street January 2007 - Present
Investors Bank & Trust 1996 - 2007
Perini Corporation 1995 - 1996
Skills
Management, Fixed Income, Hedge Funds, Equities, Derivatives, Alternative Investments, Mutual Funds, Budgets, Asset Management, Securities, Bloomberg, Financial Services, Capital Markets, Investments, Fund Administration, Valuation, Private Equity, Fund Accounting, Portfolio Management, Risk Management, Fund Of Funds
Education
University of Central Florida 1991 — 1994
MBA
Bunker Hill Community College 1988 — 1989
State Street January 2007 - Present
Investors Bank & Trust 1996 - 2007
Perini Corporation 1995 - 1996
Skills
Management, Fixed Income, Hedge Funds, Equities, Derivatives, Alternative Investments, Mutual Funds, Budgets, Asset Management, Securities, Bloomberg, Financial Services, Capital Markets, Investments, Fund Administration, Valuation, Private Equity, Fund Accounting, Portfolio Management, Risk Management, Fund Of Funds
Education
University of Central Florida 1991 — 1994
MBA
Bunker Hill Community College 1988 — 1989
Vic Khanna's Investors Bank & Trust Experience February 1993 - June 1997
Job SVP at SunGard
Industry Financial Services
Experience
SunGard Financial Systems January 2013 - Present
Expect Miracles Foundation - Financial Services Against Cancer April 2014 - Present
SunGard July 2003 - December 2012
Thomson Reuters 1997 - 2003
Investors Bank & Trust February 1993 - June 1997
Skills
Financial Services, Trading Systems, Sales Management, Asset Managment, Professional Services, Executive Management, Contract Negotiation, New Business Development, Hedge Funds, Market Data, Asset Management, Consulting, Start-ups, Investments, Leadership, Strategy, Mutual Funds, Business Analysis, Sales, Financial Markets, Integrated Marketing
Education
Harvard University
Bryant University
SunGard Financial Systems January 2013 - Present
Expect Miracles Foundation - Financial Services Against Cancer April 2014 - Present
SunGard July 2003 - December 2012
Thomson Reuters 1997 - 2003
Investors Bank & Trust February 1993 - June 1997
Skills
Financial Services, Trading Systems, Sales Management, Asset Managment, Professional Services, Executive Management, Contract Negotiation, New Business Development, Hedge Funds, Market Data, Asset Management, Consulting, Start-ups, Investments, Leadership, Strategy, Mutual Funds, Business Analysis, Sales, Financial Markets, Integrated Marketing
Education
Harvard University
Bryant University
Lin Gan Lin Gan's Investors Bank & Trust Experience July 2004 - August 2005
Job Judge Advocate at Special Operations Joint Task Force
Industry Legal Services
Experience
Special Operations Joint Task Force - Afghanistan October 2014 - Present
United States Air Force August 2012 - October 2014
Milbank, Tweed, Hadley & McCloy LLP May 2008 - August 2008
Paul Hastings Janofsky & Walker LLP May 2007 - August 2007
Investors Bank & Trust July 2004 - August 2005
Greater Boston Legal Services May 2003 - July 2003
Skills
Mandarin Chinese-..., Fiscal Law, Adminstrative Discharges, Military Justice, Legal Writing, Litigation
Education
Cornell University 2000 — 2004
Bachelor of Science, Policy Analysis and Management
University of Pennsylvania Law School 2006 — 2009
Juris Doctor, Law
Special Operations Joint Task Force - Afghanistan October 2014 - Present
United States Air Force August 2012 - October 2014
Milbank, Tweed, Hadley & McCloy LLP May 2008 - August 2008
Paul Hastings Janofsky & Walker LLP May 2007 - August 2007
Investors Bank & Trust July 2004 - August 2005
Greater Boston Legal Services May 2003 - July 2003
Skills
Mandarin Chinese-..., Fiscal Law, Adminstrative Discharges, Military Justice, Legal Writing, Litigation
Education
Cornell University 2000 — 2004
Bachelor of Science, Policy Analysis and Management
University of Pennsylvania Law School 2006 — 2009
Juris Doctor, Law
Molly Urbanek Molly Urbanek's Investors Bank & Trust Experience May 2001 - March 2002
Job Finance Manager Business Development at DynCorp International
Industry Accounting
Experience
DynCorp International June 2013 - Present
DynCorp International July 2011 - June 2013
Enterprise Rent-A-Car June 2006 - April 2011
Enterprise Rent-A-Car March 2004 - May 2006
Enterprise Rent-A-Car April 2002 - February 2004
Investors Bank & Trust May 2001 - March 2002
Barclays Global Investors October 2000 - May 2001
Fidelity National Title September 1997 - October 2000
Skills
Accounting, Finance, Accounts Payable, General Ledger, Financial Analysis, Accounts Receivable, Forecasting, Account Reconciliation, Cost Accounting, Financial Accounting, Internal Controls, Business Development, Financial Statements, Variance Analysis, Lean Six Sigma Green..., Accruals, Analysis, Auditing, Budgets, Cash Flow, Financial Modeling, Managerial Finance, P, Process Improvement, Payroll, QuickBooks, Sarbanes-Oxley Act, Six Sigma, Strategic Financial..., Internal Audit, Financial Planning
Education
University of the Pacific - Eberhardt School of Business 1996 — 1997
Masters, Business Administration
California State University-Chico 1993 — 1996
Bachelors, Business Administration; Accounting
DynCorp International June 2013 - Present
DynCorp International July 2011 - June 2013
Enterprise Rent-A-Car June 2006 - April 2011
Enterprise Rent-A-Car March 2004 - May 2006
Enterprise Rent-A-Car April 2002 - February 2004
Investors Bank & Trust May 2001 - March 2002
Barclays Global Investors October 2000 - May 2001
Fidelity National Title September 1997 - October 2000
Skills
Accounting, Finance, Accounts Payable, General Ledger, Financial Analysis, Accounts Receivable, Forecasting, Account Reconciliation, Cost Accounting, Financial Accounting, Internal Controls, Business Development, Financial Statements, Variance Analysis, Lean Six Sigma Green..., Accruals, Analysis, Auditing, Budgets, Cash Flow, Financial Modeling, Managerial Finance, P, Process Improvement, Payroll, QuickBooks, Sarbanes-Oxley Act, Six Sigma, Strategic Financial..., Internal Audit, Financial Planning
Education
University of the Pacific - Eberhardt School of Business 1996 — 1997
Masters, Business Administration
California State University-Chico 1993 — 1996
Bachelors, Business Administration; Accounting
John Hsu, CMA's Investors Bank & Trust Experience 2004 - 2006
Job Senior Financial Analyst at Robert Bosch Power Tools
Industry Consumer Goods
Experience
Robert Bosch Tool Corporation May 2014 - Present
Robert Bosch North America 2012 - Present
University of Notre Dame June 2011 - August 2011
AsteelFlash Group July 2007 - July 2010
SanZ Company 2007 - 2007
Investors Bank & Trust 2004 - 2006
Skills
Financial Modeling, Strategy, Financial Analysis, Forecasting, Financial Reporting, Business Strategy, Strategic Planning, Accounting, Project Management, Cross-functional Team..., Process Improvement, Finance, Corporate Finance, Analysis, Data Analysis, Mergers, Microsoft Excel, Management
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Corporate Finance and Investments
California State University-East Bay 2003 — 2003
Postbaccalaureate Studies, Accounting
University of California, Davis 1998 — 2002
Bachelors, Managerial Economics
Robert Bosch Tool Corporation May 2014 - Present
Robert Bosch North America 2012 - Present
University of Notre Dame June 2011 - August 2011
AsteelFlash Group July 2007 - July 2010
SanZ Company 2007 - 2007
Investors Bank & Trust 2004 - 2006
Skills
Financial Modeling, Strategy, Financial Analysis, Forecasting, Financial Reporting, Business Strategy, Strategic Planning, Accounting, Project Management, Cross-functional Team..., Process Improvement, Finance, Corporate Finance, Analysis, Data Analysis, Mergers, Microsoft Excel, Management
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Corporate Finance and Investments
California State University-East Bay 2003 — 2003
Postbaccalaureate Studies, Accounting
University of California, Davis 1998 — 2002
Bachelors, Managerial Economics
Fermin Lau's Investors Bank & Trust Experience 2002 - 2005
Job Founder at STEP INTO MY SOLE FOUNDATION Inc.
Industry Nonprofit Organization Management
Experience
STEP INTO MY SOLE FOUNDATION Inc. January 2012 - Present
Union Bank of California November 2008 - February 2009
Barclays Global Investors October 2007 - August 2008
GMN Capital L.P. September 2006 - June 2007
Mellon Capital Management March 2006 - September 2006
Investors Bank & Trust 2002 - 2005
Thomas Weisel Partners February 2000 - November 2001
Skills
Fixed Income, Securities, Trading, Mutual Funds, Financial Services, Bonds, Investments, Strategic Planning
Education
California State University-East Bay
B. A., Communications
STEP INTO MY SOLE FOUNDATION Inc. January 2012 - Present
Union Bank of California November 2008 - February 2009
Barclays Global Investors October 2007 - August 2008
GMN Capital L.P. September 2006 - June 2007
Mellon Capital Management March 2006 - September 2006
Investors Bank & Trust 2002 - 2005
Thomas Weisel Partners February 2000 - November 2001
Skills
Fixed Income, Securities, Trading, Mutual Funds, Financial Services, Bonds, Investments, Strategic Planning
Education
California State University-East Bay
B. A., Communications
Timothy Frankland Timothy Frankland's Investors Bank & Trust Experience 2003 - 2006
Job Data and Decision Scientist
Industry Research
Experience
University of Hawaii at Manoa March 2013 - Present
UNC Greensboro August 2011 - December 2012
Commonwealth Financial Network 2008 - 2011
Fidelity Investments 2006 - 2008
Investors Bank & Trust 2003 - 2006
Skills
Access, Word, Stata, SQL, Excel, SAS, VBA, PowerPoint, Matlab, Process Improvement, Economics, Statistics, Microsoft Excel, Business Analysis, Leadership, Data Analysis, Management, Research
Education
University of North Carolina at Greensboro 2011 — 2012
MA, Applied Economics
University of Illinois at Urbana-Champaign 2009 — 2011
Mathematics
Harvard University 2009 — 2010
Economics
Case Western Reserve University 1999 — 2003
BS, Management
University of Hawaii at Manoa March 2013 - Present
UNC Greensboro August 2011 - December 2012
Commonwealth Financial Network 2008 - 2011
Fidelity Investments 2006 - 2008
Investors Bank & Trust 2003 - 2006
Skills
Access, Word, Stata, SQL, Excel, SAS, VBA, PowerPoint, Matlab, Process Improvement, Economics, Statistics, Microsoft Excel, Business Analysis, Leadership, Data Analysis, Management, Research
Education
University of North Carolina at Greensboro 2011 — 2012
MA, Applied Economics
University of Illinois at Urbana-Champaign 2009 — 2011
Mathematics
Harvard University 2009 — 2010
Economics
Case Western Reserve University 1999 — 2003
BS, Management
Laurie Spieler's Investors Bank & Trust Experience 2006 - 2008
Job Sr. Deskside/LAN Technician at IBM Global Services
Industry Computer Networking
Experience
IBM Global Services for State Street Corp. January 2006 - Present
Investors Bank & Trust 2006 - 2008
IBM Global Services 2003 - 2008
John Hancock 1999 - January 2006
John Hancock 1999 - 2006
Tiger Investment Group 1998 - 1999
Contract Solutions 1996 - 1997
Education
Clark University
IBM Global Services for State Street Corp. January 2006 - Present
Investors Bank & Trust 2006 - 2008
IBM Global Services 2003 - 2008
John Hancock 1999 - January 2006
John Hancock 1999 - 2006
Tiger Investment Group 1998 - 1999
Contract Solutions 1996 - 1997
Education
Clark University
Dan Leahy, CFP® Dan Leahy, CFP®'s Investors Bank & Trust Experience 2001 - 2003
Job Principal // Senior Wealth Advisor at Pennington Financial Group
Industry Investment Management
Experience
Pennington Financial Group 2008 - Present
The Financial & Tax Planning Center 2004 - 2008
Pennington Financial Group 2003 - 2004
Investors Bank & Trust 2001 - 2003
Barclays Global Investors 1995 - 2001
Wells Fargo Nikko Investment Advisors 1993 - 1995
Skills
Certified Financial...
Education
University of California, Davis 2002 — 2003
Certificate, Personal Financial Planning
California State University-Sacramento 1990 — 1992
Bachelor of Science, Business Administration, Finance
Pennington Financial Group 2008 - Present
The Financial & Tax Planning Center 2004 - 2008
Pennington Financial Group 2003 - 2004
Investors Bank & Trust 2001 - 2003
Barclays Global Investors 1995 - 2001
Wells Fargo Nikko Investment Advisors 1993 - 1995
Skills
Certified Financial...
Education
University of California, Davis 2002 — 2003
Certificate, Personal Financial Planning
California State University-Sacramento 1990 — 1992
Bachelor of Science, Business Administration, Finance
Michael Moskos Michael Moskos's Investors Bank & Trust Experience June 2006 - June 2007
Job Assistant Vice President Business Analyst II in Fund Services Technology
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman November 2013 - March 2015
Brown Brothers Harriman May 2012 - November 2013
Brown Brothers Harriman June 2011 - May 2012
Brown Brothers Harriman June 2008 - June 2011
Brown Brothers Harriman June 2007 - June 2008
Investors Bank & Trust June 2006 - June 2007
Skills
Portfolio Management, Mutual Funds, Management, Finance, Banking, Auditing
Education
Bryant University 2002 — 2006
Bachelor of Science (BS), Finance, General
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman November 2013 - March 2015
Brown Brothers Harriman May 2012 - November 2013
Brown Brothers Harriman June 2011 - May 2012
Brown Brothers Harriman June 2008 - June 2011
Brown Brothers Harriman June 2007 - June 2008
Investors Bank & Trust June 2006 - June 2007
Skills
Portfolio Management, Mutual Funds, Management, Finance, Banking, Auditing
Education
Bryant University 2002 — 2006
Bachelor of Science (BS), Finance, General
Jennifer Neira Macias Jennifer Neira Macias's Investors Bank & Trust Experience October 2003 - June 2004
Job Senior Grant Accountant at City Year
Industry Nonprofit Organization Management
Experience
City Year January 2014 - Present
Brown University September 2012 - December 2013
Dorcas Place May 2012 - September 2012
Root Capital December 2009 - December 2011
Root Capital September 2007 - November 2009
Center for Public Policy & Administration, UMASS Amherst September 2005 - May 2007
Innpulsar June 2006 - August 2006
Investors Bank & Trust Company June 2004 - August 2005
Investors Bank & Trust October 2003 - June 2004
Investors Bank & Trust Company August 2002 - October 2003
Skills
Training, Accounting, Auditing, Variance Analysis, Policy, Financial Analysis, Microsoft Excel, Financial Reporting, Non-profits, Program Management, Process Improvement, PowerPoint, Analysis, Budget, Account Reconciliation, Nonprofits, Budgets, Management, Finance, General Ledger, Accounts Receivable, Internal Controls, Payroll, Managerial Finance, Accounts Payable, Financial Accounting
Education
Southern New Hampshire University 2015 — 2016
Graduate Certificate in Accounting, Accounting
University of Massachusetts, Amherst 2005 — 2007
MPPA, Public Policy & Administration, 3.9
Johnson & Wales University 2004 — 2004
Non-Profit Management
Bryant University 1997 — 2000
Bachelor of Science Business Administration, Finance & International Studies, 3.6
City Year January 2014 - Present
Brown University September 2012 - December 2013
Dorcas Place May 2012 - September 2012
Root Capital December 2009 - December 2011
Root Capital September 2007 - November 2009
Center for Public Policy & Administration, UMASS Amherst September 2005 - May 2007
Innpulsar June 2006 - August 2006
Investors Bank & Trust Company June 2004 - August 2005
Investors Bank & Trust October 2003 - June 2004
Investors Bank & Trust Company August 2002 - October 2003
Skills
Training, Accounting, Auditing, Variance Analysis, Policy, Financial Analysis, Microsoft Excel, Financial Reporting, Non-profits, Program Management, Process Improvement, PowerPoint, Analysis, Budget, Account Reconciliation, Nonprofits, Budgets, Management, Finance, General Ledger, Accounts Receivable, Internal Controls, Payroll, Managerial Finance, Accounts Payable, Financial Accounting
Education
Southern New Hampshire University 2015 — 2016
Graduate Certificate in Accounting, Accounting
University of Massachusetts, Amherst 2005 — 2007
MPPA, Public Policy & Administration, 3.9
Johnson & Wales University 2004 — 2004
Non-Profit Management
Bryant University 1997 — 2000
Bachelor of Science Business Administration, Finance & International Studies, 3.6
Jenny Hood, CFP®'s Investors Bank & Trust Experience March 2006 - September 2007
Job Associate Financial Planner at Cynthia Meyers, MBA, CFP(R)
Industry Financial Services
Experience
Cynthia Meyers, MBA, CFP® September 2015 - Present
Cynthia Meyers, MBA, CFP® September 2007 - August 2015
Investors Bank & Trust March 2006 - September 2007
Franklin Templeton Investments June 2005 - August 2005
Curlew Wines, Inc. September 2001 - May 2005
Education
UC Davis Extension
Certificate Program, Personal Financial Planning
California State University-Sacramento
B.S. in Business Administration, Finance
Cynthia Meyers, MBA, CFP® September 2015 - Present
Cynthia Meyers, MBA, CFP® September 2007 - August 2015
Investors Bank & Trust March 2006 - September 2007
Franklin Templeton Investments June 2005 - August 2005
Curlew Wines, Inc. September 2001 - May 2005
Education
UC Davis Extension
Certificate Program, Personal Financial Planning
California State University-Sacramento
B.S. in Business Administration, Finance
Erika Benitez's Investors Bank & Trust Experience January 2005 - October 2006
Job Sales Operations Administrator
Industry Telecommunications
Experience
TRIMBLE NAVIGATION LIMITED LLC October 2012 - Present
Intel Corporation April 2007 - February 2011
Investors Bank & Trust January 2005 - October 2006
Education
CSU Sacramento 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
AMERICAN HIGH SCHOOL
De Anza College
TRIMBLE NAVIGATION LIMITED LLC October 2012 - Present
Intel Corporation April 2007 - February 2011
Investors Bank & Trust January 2005 - October 2006
Education
CSU Sacramento 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
AMERICAN HIGH SCHOOL
De Anza College
Francesca Costa's Investors Bank & Trust Experience September 2004 - July 2009
Job Director, Institutional Client Operations Manager at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management March 2010 - Present
Investors Bank & Trust September 2004 - July 2009
Skills
Mutual Funds, Portfolio Management, Securities, Asset Management, Alternative Investments, Equities, Investments, Bloomberg, Fixed Income, Hedge Funds, Asset Allocation, Financial Services
Education
California State University-Sacramento 2000 — 2004
Bachelor's Degree, Accounting and Finance, 3.6
HighMark Capital Management March 2010 - Present
Investors Bank & Trust September 2004 - July 2009
Skills
Mutual Funds, Portfolio Management, Securities, Asset Management, Alternative Investments, Equities, Investments, Bloomberg, Fixed Income, Hedge Funds, Asset Allocation, Financial Services
Education
California State University-Sacramento 2000 — 2004
Bachelor's Degree, Accounting and Finance, 3.6
Ken Carbaugh Ken Carbaugh's Investors Bank & Trust Experience March 2000 - March 2001
Job Portfolio Manager at Liberty Capital Management
Industry Investment Management
Experience
Liberty Capital Management January 2014 - Present
Comerica Asset Management September 2012 - January 2014
Portfolio Solutions, LLC October 2003 - August 2012
Freedom One Financial Group January 2003 - October 2003
Standish Mellon Asset Management March 2001 - September 2002
Investors Bank & Trust March 2000 - March 2001
Skills
Portfolio Management, Fixed Income, Investments, Asset Allocation, Bonds, Trading, Bloomberg Terminal, Equity Trading, ETFs, Wealth Management, Securities, Mutual Funds, Equities, Investment Management, Valuation, Asset Management
Education
University of Detroit Mercy 2012 — 2015
Master of Business Administration (M.B.A.), Financial Economics
College for Financial Planning 2012 — 2012
AWMA® - Accredited Wealth Management Advisor(SM), Wealth Management
Walsh College 1995 — 1999
BBA, Finance
Liberty Capital Management January 2014 - Present
Comerica Asset Management September 2012 - January 2014
Portfolio Solutions, LLC October 2003 - August 2012
Freedom One Financial Group January 2003 - October 2003
Standish Mellon Asset Management March 2001 - September 2002
Investors Bank & Trust March 2000 - March 2001
Skills
Portfolio Management, Fixed Income, Investments, Asset Allocation, Bonds, Trading, Bloomberg Terminal, Equity Trading, ETFs, Wealth Management, Securities, Mutual Funds, Equities, Investment Management, Valuation, Asset Management
Education
University of Detroit Mercy 2012 — 2015
Master of Business Administration (M.B.A.), Financial Economics
College for Financial Planning 2012 — 2012
AWMA® - Accredited Wealth Management Advisor(SM), Wealth Management
Walsh College 1995 — 1999
BBA, Finance
Robert Winter's Investors Bank & Trust Experience January 2004 - July 2007
Job Financial Reporting at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street July 2007 - March 2015
Investors Bank & Trust January 2004 - July 2007
Skills
Mutual Fund Accounting,..., Accounting, Fixed Income, Securities, Financial Services, Global Custody, Equities, Internal Audit, Audit Coordination, AICPA
Education
Curry College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, English
State Street April 2015 - Present
State Street July 2007 - March 2015
Investors Bank & Trust January 2004 - July 2007
Skills
Mutual Fund Accounting,..., Accounting, Fixed Income, Securities, Financial Services, Global Custody, Equities, Internal Audit, Audit Coordination, AICPA
Education
Curry College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, English
J.J. Burke J.J. Burke's Investors Bank & Trust Experience August 2004 - February 2005
Job Vice President, Finance & Operations at FairWinds Partners, LLC.
Industry Internet
Experience
FairWinds Partners LLC June 2014 - Present
Aetna April 2013 - May 2014
Coventry Health Care March 2011 - April 2013
Avalere Health January 2010 - March 2011
American Capital Strategies, Ltd. November 2006 - July 2008
State Street March 2005 - August 2006
Investors Bank & Trust August 2004 - February 2005
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance
College of the Holy Cross 2000 — 2004
BA, Economics
Georgetown Preparatory School 1996 — 2000
FairWinds Partners LLC June 2014 - Present
Aetna April 2013 - May 2014
Coventry Health Care March 2011 - April 2013
Avalere Health January 2010 - March 2011
American Capital Strategies, Ltd. November 2006 - July 2008
State Street March 2005 - August 2006
Investors Bank & Trust August 2004 - February 2005
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance
College of the Holy Cross 2000 — 2004
BA, Economics
Georgetown Preparatory School 1996 — 2000
Julie (Manning) Nolan-Young Julie (Manning) Nolan-Young's Investors Bank & Trust Experience 2006 - 2007
Job Division Manager of Stem Cell Program at Boston Children's Hospital
Industry Hospital & Health Care
Experience
Boston Children's Hospital January 2014 - Present
Simmons College June 2007 - January 2014
Investors Bank & Trust 2006 - 2007
Boston Financial Data Services 2005 - 2006
Boston Financial Data Services 2004 - 2005
Federated Investors, Inc. 2002 - 2004
Federated Investors 1999 - 2002
Scudder Kemper Investments 1996 - 1999
Skills
Public Relations, Program Development, Higher Education, Clinical Research, Event Planning, Fundraising, Data Entry, Student Development, Student Affairs, Analysis, Leadership
Education
Simmons School of Management 2011 — 2013
Master's degree, Communications Management
Clark University 1978 — 1982
Bachelor of Arts (BA), Psychology
Boston Children's Hospital January 2014 - Present
Simmons College June 2007 - January 2014
Investors Bank & Trust 2006 - 2007
Boston Financial Data Services 2005 - 2006
Boston Financial Data Services 2004 - 2005
Federated Investors, Inc. 2002 - 2004
Federated Investors 1999 - 2002
Scudder Kemper Investments 1996 - 1999
Skills
Public Relations, Program Development, Higher Education, Clinical Research, Event Planning, Fundraising, Data Entry, Student Development, Student Affairs, Analysis, Leadership
Education
Simmons School of Management 2011 — 2013
Master's degree, Communications Management
Clark University 1978 — 1982
Bachelor of Arts (BA), Psychology
Dennis Magarian Dennis Magarian's Investors Bank & Trust Experience June 2004 - May 2005
Job Legal Analyst at Brown Brothers Harriman
Industry Legal Services
Experience
Brown Brothers Harriman November 2011 - Present
Pegasystems November 2010 - October 2011
John Hancock May 2006 - October 2009
BISYS Fund Services May 2005 - May 2006
Investors Bank & Trust June 2004 - May 2005
Skills
Securities, Corporate Governance, Securities Regulation, Mutual Funds, Legal Writing, Legal Research, Corporate Law, AML, Insurance, Hedge Funds, Due Diligence, FINRA, Financial Services, Mergers, Microsoft Excel, Investments, Westlaw, Risk Management, Litigation Support, Perseverance, Mergers & Acquisitions, Privacy Law, Legal Compliance
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MS, Managerial Leadership - Financial Markets and Institutions
Quinnipiac University 2000 — 2004
BA / BA, Legal Studies / English
Brown Brothers Harriman November 2011 - Present
Pegasystems November 2010 - October 2011
John Hancock May 2006 - October 2009
BISYS Fund Services May 2005 - May 2006
Investors Bank & Trust June 2004 - May 2005
Skills
Securities, Corporate Governance, Securities Regulation, Mutual Funds, Legal Writing, Legal Research, Corporate Law, AML, Insurance, Hedge Funds, Due Diligence, FINRA, Financial Services, Mergers, Microsoft Excel, Investments, Westlaw, Risk Management, Litigation Support, Perseverance, Mergers & Acquisitions, Privacy Law, Legal Compliance
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MS, Managerial Leadership - Financial Markets and Institutions
Quinnipiac University 2000 — 2004
BA / BA, Legal Studies / English
Jesse Pedraza Jesse Pedraza's Investors Bank & Trust Experience May 2007 - December 2007
Job Vice President, Relationship Management at State Street
Industry Financial Services
Experience
State Street April 2014 - Present
State Street December 2011 - April 2014
State Street March 2009 - December 2011
State Street December 2007 - March 2009
Investors Bank & Trust May 2007 - December 2007
Investors Bank & Trust May 2006 - May 2007
Investors Bank & Trust May 2005 - May 2006
Financial Pacific Insurance. A Member of the United Fire Group February 1999 - May 2005
Skills
Mutual Funds, Financial Services, Fixed Income, Equities, Relationship Management, Derivatives, Fund Accounting
Education
California State University-Sacramento
Bachelor's Degree, Finance, General
State Street April 2014 - Present
State Street December 2011 - April 2014
State Street March 2009 - December 2011
State Street December 2007 - March 2009
Investors Bank & Trust May 2007 - December 2007
Investors Bank & Trust May 2006 - May 2007
Investors Bank & Trust May 2005 - May 2006
Financial Pacific Insurance. A Member of the United Fire Group February 1999 - May 2005
Skills
Mutual Funds, Financial Services, Fixed Income, Equities, Relationship Management, Derivatives, Fund Accounting
Education
California State University-Sacramento
Bachelor's Degree, Finance, General
Christina MacDonald's Investors Bank & Trust Experience May 2002 - November 2005
Job Applications Development Manager at Symetra
Industry Financial Services
Experience
Symetra July 2014 - Present
Symetra April 2014 - July 2014
Brown Brothers Harriman October 2007 - April 2014
Investors Bank & Trust Co. June 2006 - October 2007
Starpoint Solutions November 2005 - June 2006
Investors Bank & Trust May 2002 - November 2005
Software Applications Inc. March 2001 - March 2002
Engage - A division of CMGI April 2000 - March 2001
Fidelity Investments August 1996 - April 2000
Fidelity Investments April 1996 - August 1996
Skills
SDLC, SQL, Training, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Visio, User Acceptance Testing, Requirements Gathering, Software Project..., Financial Services, Agile Methodologies, Analysis, Project Management, Program Management, Business Process..., Business Requirements
Education
Suffolk University - Sawyer Business School 1995 — 1999
MBA, CIS
Suffolk University - Sawyer Business School 1989 — 1992
BS/BA, Finance
Cortiva Institute-Boston 2008 — 2009
Massage Therapist, Massage Therapy/Therapeutic Massage
Symetra July 2014 - Present
Symetra April 2014 - July 2014
Brown Brothers Harriman October 2007 - April 2014
Investors Bank & Trust Co. June 2006 - October 2007
Starpoint Solutions November 2005 - June 2006
Investors Bank & Trust May 2002 - November 2005
Software Applications Inc. March 2001 - March 2002
Engage - A division of CMGI April 2000 - March 2001
Fidelity Investments August 1996 - April 2000
Fidelity Investments April 1996 - August 1996
Skills
SDLC, SQL, Training, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Visio, User Acceptance Testing, Requirements Gathering, Software Project..., Financial Services, Agile Methodologies, Analysis, Project Management, Program Management, Business Process..., Business Requirements
Education
Suffolk University - Sawyer Business School 1995 — 1999
MBA, CIS
Suffolk University - Sawyer Business School 1989 — 1992
BS/BA, Finance
Cortiva Institute-Boston 2008 — 2009
Massage Therapist, Massage Therapy/Therapeutic Massage
Randy Kwapinski Randy Kwapinski's Investors Bank & Trust Experience May 2006 - July 2007
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street Bank July 2007 - Present
Investors Bank & Trust May 2006 - July 2007
Skills
Mutual Funds, Corporate Actions, Financial Services, Pricing, Trading, Mergers, Fund Accounting, Bloomberg, Fixed Income, Equities, Investments, Securities, Global Custody, Hedge Funds, Fund Administration, Banking
Education
Bryant University 2001 — 2005
BA Science & Administration, Financial Services
Middletown High School South 1997 — 2001
High School Diploma
State Street Bank July 2007 - Present
Investors Bank & Trust May 2006 - July 2007
Skills
Mutual Funds, Corporate Actions, Financial Services, Pricing, Trading, Mergers, Fund Accounting, Bloomberg, Fixed Income, Equities, Investments, Securities, Global Custody, Hedge Funds, Fund Administration, Banking
Education
Bryant University 2001 — 2005
BA Science & Administration, Financial Services
Middletown High School South 1997 — 2001
High School Diploma
Jeff Doucette Jeff Doucette's Investors Bank & Trust Experience November 2004 - January 2007
Job Client Manager at SunGard
Industry Information Technology and Services
Experience
SunGard March 2007 - Present
Investors Bank & Trust November 2004 - January 2007
Bank of America August 2004 - November 2004
Investors Bank & Trust March 2000 - November 2004
Concentra December 1996 - March 2000
Enterprise Rent-A-Car 1993 - 1996
Skills
Securities, Business Analysis, Financial Services, Portfolio Management, Analysis, Project Management, Equities, Risk Management, Relationship Management, Banking, Investments, Insurance, Financial Analysis, SDLC, SaaS, Fixed Income, Solution Selling
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2002
Masters, Finance
Nichols College 1989 — 1993
Bachelor of Science Degree, Business Administration; Management Information Systems
SunGard March 2007 - Present
Investors Bank & Trust November 2004 - January 2007
Bank of America August 2004 - November 2004
Investors Bank & Trust March 2000 - November 2004
Concentra December 1996 - March 2000
Enterprise Rent-A-Car 1993 - 1996
Skills
Securities, Business Analysis, Financial Services, Portfolio Management, Analysis, Project Management, Equities, Risk Management, Relationship Management, Banking, Investments, Insurance, Financial Analysis, SDLC, SaaS, Fixed Income, Solution Selling
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2002
Masters, Finance
Nichols College 1989 — 1993
Bachelor of Science Degree, Business Administration; Management Information Systems
Kyle Reed's Investors Bank & Trust Experience June 2005 - July 2006
Job Program Manager Support at AIReS
Industry Financial Services
Experience
AIReS April 2015 - Present
Starwood Property Trust July 2012 - July 2013
iStar Financial Inc August 2006 - July 2012
Investors Bank & Trust June 2005 - July 2006
Skills
Financial Analysis, Valuation, Due Diligence, Financial Modeling, Investments, Asset Management, Loans, Underwriting, Fixed Income, Financial Reporting, Management, Process Improvement
Education
Bryant University 2001 — 2005
BSA, Finance and Psychology
AIReS April 2015 - Present
Starwood Property Trust July 2012 - July 2013
iStar Financial Inc August 2006 - July 2012
Investors Bank & Trust June 2005 - July 2006
Skills
Financial Analysis, Valuation, Due Diligence, Financial Modeling, Investments, Asset Management, Loans, Underwriting, Fixed Income, Financial Reporting, Management, Process Improvement
Education
Bryant University 2001 — 2005
BSA, Finance and Psychology
Bryan Powell Bryan Powell's Investors Bank & Trust Experience September 2001 - January 2003
Job CEO at PIER Capital
Industry Real Estate
Experience
PIER Capital June 2013 - Present
YardShare.com July 2007 - February 2015
BlackRock February 2003 - March 2014
Investors Bank & Trust September 2001 - January 2003
Skills
Fixed Income, Trading Systems, Electronic Trading, Portfolio Management..., Social Media, Social Networking, Social Entrepreneurship, Entrepreneur, Website Development, Start-ups, Website Management
Education
Cal Poly San Luis Obispo 1997 — 2001
Bachelors of Science, Business
PIER Capital June 2013 - Present
YardShare.com July 2007 - February 2015
BlackRock February 2003 - March 2014
Investors Bank & Trust September 2001 - January 2003
Skills
Fixed Income, Trading Systems, Electronic Trading, Portfolio Management..., Social Media, Social Networking, Social Entrepreneurship, Entrepreneur, Website Development, Start-ups, Website Management
Education
Cal Poly San Luis Obispo 1997 — 2001
Bachelors of Science, Business
Douglas McRae's Investors Bank & Trust Experience August 2005 - July 2007
Job
Industry Information Technology and Services
Experience
State Street July 2007 - Present
Investors Bank & Trust August 2005 - July 2007
Plexus Group - JPMorgan Chase 1998 - 2004
Commerce Clearing House 1993 - 1998
AI/GBT 1991 - 1993
Vision Ten 1990 - 1991
Truvel Corp 1987 - 1990
Skills
Equities, Financial Services, Software Project..., Leadership, Software Development, SDLC, Requirements Analysis, Fixed Income, Business Analysis, Risk Management, Asset Management, CRM, Program Management, Vendor Management, Investments
Education
University of Southern California 1990 — 1993
MBA
California State University, Long Beach 1984 — 1987
B.S.
State Street July 2007 - Present
Investors Bank & Trust August 2005 - July 2007
Plexus Group - JPMorgan Chase 1998 - 2004
Commerce Clearing House 1993 - 1998
AI/GBT 1991 - 1993
Vision Ten 1990 - 1991
Truvel Corp 1987 - 1990
Skills
Equities, Financial Services, Software Project..., Leadership, Software Development, SDLC, Requirements Analysis, Fixed Income, Business Analysis, Risk Management, Asset Management, CRM, Program Management, Vendor Management, Investments
Education
University of Southern California 1990 — 1993
MBA
California State University, Long Beach 1984 — 1987
B.S.
Josh Heyman's Investors Bank & Trust Experience September 2004 - September 2005
Job
Industry Computer Software
Experience
Wayfair December 2008 - Present
Fresenius Medical Care 2005 - 2008
Investors Bank & Trust September 2004 - September 2005
Monster.com 2001 - 2004
MotherNature.com 1999 - 2000
Banta Integrated Media 1997 - 1999
HEC Energy Services 1994 - 1997
Skills
Software Project..., SQL, Software Development, Agile Methodologies, .NET, Project Management, HTML, E-commerce, Requirements Analysis, JavaScript, SharePoint, Microsoft SQL Server, PHP, Web Development, XML, AJAX
Education
Columbia University in the City of New York 1990 — 1994
B.S., Engineering Mechanics
Canton High School 1986 — 1990
Diploma
Wayfair December 2008 - Present
Fresenius Medical Care 2005 - 2008
Investors Bank & Trust September 2004 - September 2005
Monster.com 2001 - 2004
MotherNature.com 1999 - 2000
Banta Integrated Media 1997 - 1999
HEC Energy Services 1994 - 1997
Skills
Software Project..., SQL, Software Development, Agile Methodologies, .NET, Project Management, HTML, E-commerce, Requirements Analysis, JavaScript, SharePoint, Microsoft SQL Server, PHP, Web Development, XML, AJAX
Education
Columbia University in the City of New York 1990 — 1994
B.S., Engineering Mechanics
Canton High School 1986 — 1990
Diploma
Alexander Desjardins's Investors Bank & Trust Experience August 2001 - July 2005
Job
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2009 - Present
Gruppo, Levey & Co. June 2008 - August 2009
Bear Stearns July 2007 - June 2008
Bear Stearns June 2006 - August 2006
Investors Bank & Trust August 2001 - July 2005
Kaplan Inc. 2004 - 2005
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Due Diligence, Acquisitions, Financial Analysis, LBO, M&A experience, IPO, Mergers, Accounting, Microsoft Excel, Business Valuation, Finance, Corporate Development, Financial Structuring, Divestitures, Restructuring, Structured Finance, DCF, Leveraged Finance, Inversion
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Accounting, and Banking
College of the Holy Cross 1997 — 2001
B.A., Economics
Bank of America Merrill Lynch August 2009 - Present
Gruppo, Levey & Co. June 2008 - August 2009
Bear Stearns July 2007 - June 2008
Bear Stearns June 2006 - August 2006
Investors Bank & Trust August 2001 - July 2005
Kaplan Inc. 2004 - 2005
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Due Diligence, Acquisitions, Financial Analysis, LBO, M&A experience, IPO, Mergers, Accounting, Microsoft Excel, Business Valuation, Finance, Corporate Development, Financial Structuring, Divestitures, Restructuring, Structured Finance, DCF, Leveraged Finance, Inversion
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Accounting, and Banking
College of the Holy Cross 1997 — 2001
B.A., Economics
Jon Dexter (CISA)'s Investors Bank & Trust Experience January 2005 - January 2007
Job Audit Manager Global Markets, Global Treasury at State Street Bank
Industry Financial Services
Experience
State Street Bank May 2012 - Present
First Marblehead January 2009 - February 2012
State Street January 2007 - October 2008
Investors Bank & Trust January 2005 - January 2007
Fidelity Investments January 2004 - January 2005
Massachusetts College of Pharmacy July 2003 - January 2004
Liberty Mutual May 2001 - July 2003
Skills
Internal Audit, Financial Risk, Sarbanes-Oxley Act, Testing, SQL, Basel II, Dodd-Frank, Stress Testing, Securities Finance, Treasury Management, Interest Rate Swaps, Model Risk Management, Currency Hedging, Liability Management, Options Trading
Education
Bryant University 1999 — 2001
Bachelors of Science in Business Administration, Computer Information Systems / Business Law
Roger Williams University 1997 — 1999
Transferred, Computer Information Systems
State Street Bank May 2012 - Present
First Marblehead January 2009 - February 2012
State Street January 2007 - October 2008
Investors Bank & Trust January 2005 - January 2007
Fidelity Investments January 2004 - January 2005
Massachusetts College of Pharmacy July 2003 - January 2004
Liberty Mutual May 2001 - July 2003
Skills
Internal Audit, Financial Risk, Sarbanes-Oxley Act, Testing, SQL, Basel II, Dodd-Frank, Stress Testing, Securities Finance, Treasury Management, Interest Rate Swaps, Model Risk Management, Currency Hedging, Liability Management, Options Trading
Education
Bryant University 1999 — 2001
Bachelors of Science in Business Administration, Computer Information Systems / Business Law
Roger Williams University 1997 — 1999
Transferred, Computer Information Systems
Maribel Fernandez's Investors Bank & Trust Experience May 2001 - 2007
Job Assistant Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation [Formerly Investors Bank & Trust] July 2007 - Present
State Street Corp 2007 - Present
Investors Bank & Trust May 2001 - 2007
Barclays Global Investors August 1997 - May 2001
Skills
Bonds, Cross-functional Team..., Risk Management, Business Continuity, Business Continuity..., Mutual Funds, Fund Accounting, Corporate Actions, Budgets, Solution Architecture, Operational Risk..., Financial Services, CRM, Financial Risk, Settlement, SWIFT payments, Fixed Income, Global Custody, Securities, Back Office, Relationship Management
Education
UOP-MBA 2003 — 2006
MBA, Business Administration/Finance
California State University-Sacramento 1988 — 1997
BSBA
State Street Corporation [Formerly Investors Bank & Trust] July 2007 - Present
State Street Corp 2007 - Present
Investors Bank & Trust May 2001 - 2007
Barclays Global Investors August 1997 - May 2001
Skills
Bonds, Cross-functional Team..., Risk Management, Business Continuity, Business Continuity..., Mutual Funds, Fund Accounting, Corporate Actions, Budgets, Solution Architecture, Operational Risk..., Financial Services, CRM, Financial Risk, Settlement, SWIFT payments, Fixed Income, Global Custody, Securities, Back Office, Relationship Management
Education
UOP-MBA 2003 — 2006
MBA, Business Administration/Finance
California State University-Sacramento 1988 — 1997
BSBA
Kin Lee's Investors Bank & Trust Experience 2004 - 2007
Job Director of Transformation Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual Insurance March 2009 - Present
Royal Bank of Scotland October 2008 - March 2009
Wellington Management March 2007 - July 2008
Investors Bank & Trust 2004 - 2007
State Street Bank June 1997 - January 2003
Fidelity Investments January 1995 - May 1997
M&T Bank June 1991 - January 1995
Price Waterhouse May 1989 - June 1990
Citicorp - North America Investment Bank June 1986 - May 1989
Skills
Vendor Management, PMO, SDLC, Business Analysis, Process Improvement, Risk Management, PMP, Program Management, Project Management, Business Process..., Visio, Management, Project Portfolio..., Insurance, Portfolio Management, Mergers & Acquisitions, Acquisition Integration, Contract Negotiation, Planning Budgeting &..., Cross-functional Team..., Financial Services, Quality Assurance, Software Project..., Agile Methodologies, Business Process
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
Cornell University 1983 — 1986
BS
Liberty Mutual Insurance March 2009 - Present
Royal Bank of Scotland October 2008 - March 2009
Wellington Management March 2007 - July 2008
Investors Bank & Trust 2004 - 2007
State Street Bank June 1997 - January 2003
Fidelity Investments January 1995 - May 1997
M&T Bank June 1991 - January 1995
Price Waterhouse May 1989 - June 1990
Citicorp - North America Investment Bank June 1986 - May 1989
Skills
Vendor Management, PMO, SDLC, Business Analysis, Process Improvement, Risk Management, PMP, Program Management, Project Management, Business Process..., Visio, Management, Project Portfolio..., Insurance, Portfolio Management, Mergers & Acquisitions, Acquisition Integration, Contract Negotiation, Planning Budgeting &..., Cross-functional Team..., Financial Services, Quality Assurance, Software Project..., Agile Methodologies, Business Process
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
Cornell University 1983 — 1986
BS
Robert Parks's Investors Bank & Trust Experience August 2001 - June 2007
Job Consultant with Revenue Solutions, Inc.
Industry Government Administration
Experience
State Street Corporation July 2007 - December 2012
Investors Bank & Trust August 2001 - June 2007
First Data September 1997 - April 2001
Avenue Victor Hugo Books 1993 - 1999
First Data February 1995 - July 1997
Skills
Informatica, COBOLII, JCL, Easytrieve, Oracle SQL, Oracle PL/SQL..., Microfocus, Net Express, Visual Basic, Visual Basic 5.0/6.0, Microsoft Excel, IBM Utilities, Perl, Unix Shell Scripting, Java, VSAM, SDLC, Oracle, SQL, Data Analysis, COBOL, Systems Analysis, Mainframe, Analysis, Testing
Education
Bunker Hill Community College 2012 — 2013
Villanova University 1988 — 1992
Bachelor of Arts (B.A.), Philosophy
State Street Corporation July 2007 - December 2012
Investors Bank & Trust August 2001 - June 2007
First Data September 1997 - April 2001
Avenue Victor Hugo Books 1993 - 1999
First Data February 1995 - July 1997
Skills
Informatica, COBOLII, JCL, Easytrieve, Oracle SQL, Oracle PL/SQL..., Microfocus, Net Express, Visual Basic, Visual Basic 5.0/6.0, Microsoft Excel, IBM Utilities, Perl, Unix Shell Scripting, Java, VSAM, SDLC, Oracle, SQL, Data Analysis, COBOL, Systems Analysis, Mainframe, Analysis, Testing
Education
Bunker Hill Community College 2012 — 2013
Villanova University 1988 — 1992
Bachelor of Arts (B.A.), Philosophy
Tim Quaglieri's Investors Bank & Trust Experience July 2004 - October 2005
Job Controller at Adaptive Wireless Solutions LLC
Industry Accounting
Experience
Adaptive Wireless Solutions LLC August 2008 - Present
Moldflow Corp (now Autodesk) October 2005 - August 2008
Investors Bank & Trust July 2004 - October 2005
Skills
ERP, Financial Reporting, Manufacturing, Forecasting, Contract Negotiation, Start-ups, Enterprise Software, Process Improvement, Accounting, Training, Human Resources, Leadership, Microsoft Excel, Management, Financial Analysis, Business Development, Sarbanes-Oxley Act, Auditing, Sales, Finance, Mergers & Acquisitions, Product Management
Education
College of the Holy Cross 2000 — 2004
St Johns High School
Adaptive Wireless Solutions LLC August 2008 - Present
Moldflow Corp (now Autodesk) October 2005 - August 2008
Investors Bank & Trust July 2004 - October 2005
Skills
ERP, Financial Reporting, Manufacturing, Forecasting, Contract Negotiation, Start-ups, Enterprise Software, Process Improvement, Accounting, Training, Human Resources, Leadership, Microsoft Excel, Management, Financial Analysis, Business Development, Sarbanes-Oxley Act, Auditing, Sales, Finance, Mergers & Acquisitions, Product Management
Education
College of the Holy Cross 2000 — 2004
St Johns High School
Jeremy Dziadosz's Investors Bank & Trust Experience May 2005 - September 2007
Job Controller, EchoStor Technologies, Inc.
Industry Computer Hardware
Experience
Echostor Technologies October 2005 - Present
Investors Bank & Trust May 2005 - September 2007
RAID, Inc October 1996 - April 2005
E.B.S. September 1993 - September 1996
Skills
SEC filings, Accounting, Financial Reporting, Auditing, Internal Controls, US GAAP
Education
University of Massachusetts Lowell 1993 — 1996
Westfield State University 1991 — 1992
Colby-Sawyer College 1990 — 1991
Echostor Technologies October 2005 - Present
Investors Bank & Trust May 2005 - September 2007
RAID, Inc October 1996 - April 2005
E.B.S. September 1993 - September 1996
Skills
SEC filings, Accounting, Financial Reporting, Auditing, Internal Controls, US GAAP
Education
University of Massachusetts Lowell 1993 — 1996
Westfield State University 1991 — 1992
Colby-Sawyer College 1990 — 1991
James Munoz's Investors Bank & Trust Experience 2001 - 2007
Job Vice President State Street Corporation
Industry Financial Services
Experience
State Street 2007 - Present
Investors Bank & Trust 2001 - 2007
Barclays Global Investors 2000 - 2001
Barclays Global Investors 1997 - 2000
ValliWide Bank January 1996 - July 1997
Skills
Financial Analysis
Education
California State University-Fresno 1989 — 1994
BS, Business Administration
State Street 2007 - Present
Investors Bank & Trust 2001 - 2007
Barclays Global Investors 2000 - 2001
Barclays Global Investors 1997 - 2000
ValliWide Bank January 1996 - July 1997
Skills
Financial Analysis
Education
California State University-Fresno 1989 — 1994
BS, Business Administration
Manuel Santo's Investors Bank & Trust Experience June 2001 - April 2007
Job Sr IT Architect Technical Lead at Blue Cross Blue Shield of Massachusetts
Industry Financial Services
Experience
Blue Cross Blue Shield of Massachusetts June 2012 - Present
IBM October 2010 - June 2012
Hewlett-Packard April 2010 - October 2010
Hewlett-Packard March 2007 - October 2010
First Marblehead April 2007 - March 2008
Investors Bank & Trust June 2001 - April 2007
Skills
SDLC
Education
Cambridge College 2001 — 2003
M.S Management of Information Systems, Technology
University of Massachusetts Dartmouth 1997 — 2001
B.S Computer Information Systems
Blue Cross Blue Shield of Massachusetts June 2012 - Present
IBM October 2010 - June 2012
Hewlett-Packard April 2010 - October 2010
Hewlett-Packard March 2007 - October 2010
First Marblehead April 2007 - March 2008
Investors Bank & Trust June 2001 - April 2007
Skills
SDLC
Education
Cambridge College 2001 — 2003
M.S Management of Information Systems, Technology
University of Massachusetts Dartmouth 1997 — 2001
B.S Computer Information Systems
Joseph Fredriksen's Investors Bank & Trust Experience 1995 - July 2007
Job Vice President Finance at State Street
Industry Financial Services
Experience
State Street May 2013 - Present
State Street July 2007 - May 2013
Investors Bank & Trust 1995 - July 2007
Skills
Regulatory Reform, Lean Transformation, Fund Accounting, Global Custody, Project Management, Dodd-Frank, Business Analysis, Lean Process Improvement, Mutual Funds, Fixed Income, Alternative Investments, Bloomberg, Process Improvement, Private Equity, PMO, Financial Analysis, Bloomberg Terminal, Hedge Funds, Equities, Corporate Actions, Fund Administration, Derivatives, Financial Modeling, Finance, Corporate Finance, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MBA, International Management
Bryant University 1991 — 1995
Bachelor of Science in Business Administration, Finance
State Street May 2013 - Present
State Street July 2007 - May 2013
Investors Bank & Trust 1995 - July 2007
Skills
Regulatory Reform, Lean Transformation, Fund Accounting, Global Custody, Project Management, Dodd-Frank, Business Analysis, Lean Process Improvement, Mutual Funds, Fixed Income, Alternative Investments, Bloomberg, Process Improvement, Private Equity, PMO, Financial Analysis, Bloomberg Terminal, Hedge Funds, Equities, Corporate Actions, Fund Administration, Derivatives, Financial Modeling, Finance, Corporate Finance, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MBA, International Management
Bryant University 1991 — 1995
Bachelor of Science in Business Administration, Finance
Jesse Pedraza's Investors Bank & Trust Experience 2005 - 2007
Job Officer Fixed Income Division State Street Bank
Industry Financial Services
Experience
State Street May 2005 - Present
Investors Bank & Trust 2005 - 2007
Financial Pacific Insurance Company 1999 - 2005
Education
University of Phoenix 2005 — 2007
Masters, General Business
California State University-Sacramento 2003 — 2005
State Street May 2005 - Present
Investors Bank & Trust 2005 - 2007
Financial Pacific Insurance Company 1999 - 2005
Education
University of Phoenix 2005 — 2007
Masters, General Business
California State University-Sacramento 2003 — 2005
Jim Kirchner's Investors Bank & Trust Experience April 2000 - July 2007
Job Vice President, Eaton Vance
Industry Financial Services
Experience
Eaton Vance Managemet July 2007 - Present
Investors Bank & Trust April 2000 - July 2007
Scudder Kemper 1995 - 2000
Education
College of the Holy Cross 1985 — 1989
Eaton Vance Managemet July 2007 - Present
Investors Bank & Trust April 2000 - July 2007
Scudder Kemper 1995 - 2000
Education
College of the Holy Cross 1985 — 1989
Jane Gavaghan's Investors Bank & Trust Experience 1992 - 2007
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust 1992 - 2007
Skills
Financial Services, Process Improvement, Mutual Funds, Business Analysis, SDLC
Education
Clark University 1983 — 1985
State Street July 2007 - Present
Investors Bank & Trust 1992 - 2007
Skills
Financial Services, Process Improvement, Mutual Funds, Business Analysis, SDLC
Education
Clark University 1983 — 1985
Rob Croak's Investors Bank & Trust Experience 2005 - 2007
Job Director of Financial Reporting at Bracebridge Capital LLC
Industry Accounting
Experience
Bracebridge Capital, LLC March 2008 - Present
Fidelity Investments 2007 - 2008
Investors Bank & Trust 2005 - 2007
Ernst & Young, LLP 1998 - 2005
Skills
Financial Reporting, SEC filings, US GAAP, Accounting, Auditing, Financial Statements, Sarbanes-Oxley Act, Investments, Internal Controls
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts, Economics/Accounting
Bracebridge Capital, LLC March 2008 - Present
Fidelity Investments 2007 - 2008
Investors Bank & Trust 2005 - 2007
Ernst & Young, LLP 1998 - 2005
Skills
Financial Reporting, SEC filings, US GAAP, Accounting, Auditing, Financial Statements, Sarbanes-Oxley Act, Investments, Internal Controls
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts, Economics/Accounting
Elisa Hahn's Investors Bank & Trust Experience 2004 - 2007
Job Vice President,Guggenheim Partners, LLC
Industry Financial Services
Experience
Guggenheim Partners June 2014 - Present
Barclays Capital October 2012 - June 2014
State Street January 2006 - October 2012
State Street Bank 2004 - 2008
Investors Bank & Trust 2004 - 2007
Morgan Stanley Smith Barney 2000 - 2001
Skills
Management, Accounting, Internal Audit, Financial Analysis, Sarbanes-Oxley Act, Financial Services, New Business Development, Auditing, Internal Controls, CRM, Financial Reporting, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Suffolk University - Sawyer School of Management 2001 — 2004
Bachelor of Science (BS), Finance
Guggenheim Partners June 2014 - Present
Barclays Capital October 2012 - June 2014
State Street January 2006 - October 2012
State Street Bank 2004 - 2008
Investors Bank & Trust 2004 - 2007
Morgan Stanley Smith Barney 2000 - 2001
Skills
Management, Accounting, Internal Audit, Financial Analysis, Sarbanes-Oxley Act, Financial Services, New Business Development, Auditing, Internal Controls, CRM, Financial Reporting, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Suffolk University - Sawyer School of Management 2001 — 2004
Bachelor of Science (BS), Finance
Carolyn Kerr's Investors Bank & Trust Experience January 2007 - January 2008
Job Trade Support Manager at GMO
Industry Financial Services
Experience
GMO October 2014 - Present
GMO December 2011 - September 2014
GMO June 2010 - November 2011
GMO May 2008 - June 2010
State Street January 2008 - May 2008
Investors Bank & Trust January 2007 - January 2008
Investors Bank & Trust July 2006 - January 2007
Education
College of the Holy Cross 2002 — 2006
BA, Economics and Political Science
GMO October 2014 - Present
GMO December 2011 - September 2014
GMO June 2010 - November 2011
GMO May 2008 - June 2010
State Street January 2008 - May 2008
Investors Bank & Trust January 2007 - January 2008
Investors Bank & Trust July 2006 - January 2007
Education
College of the Holy Cross 2002 — 2006
BA, Economics and Political Science
Scott Stefanowicz's Investors Bank & Trust Experience November 2005 - August 2009
Job Asst. Portfolio Manager at The Colony Group
Industry Financial Services
Experience
The Colony Group November 2014 - Present
The Colony Group July 2012 - November 2014
Mintz Levin Financial Advisors March 2012 - July 2012
State Street Corp. August 2009 - March 2012
Investors Bank & Trust November 2005 - August 2009
Investors Bank & Trust September 2003 - November 2005
Skills
Investments, Bloomberg, Mutual Funds, Equities, Securities, Financial Analysis, Alternative Investments, Asset Allocation, Account Reconciliation, Fixed Income
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS, Economics
Westford Academy
The Colony Group November 2014 - Present
The Colony Group July 2012 - November 2014
Mintz Levin Financial Advisors March 2012 - July 2012
State Street Corp. August 2009 - March 2012
Investors Bank & Trust November 2005 - August 2009
Investors Bank & Trust September 2003 - November 2005
Skills
Investments, Bloomberg, Mutual Funds, Equities, Securities, Financial Analysis, Alternative Investments, Asset Allocation, Account Reconciliation, Fixed Income
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS, Economics
Westford Academy
Kristine Ly's Investors Bank & Trust Experience January 2004 - November 2006
Job Senior Business Systems Analyst at State Street Corp
Industry Financial Services
Experience
State Street November 2006 - Present
Investors Bank & Trust January 2004 - November 2006
CalPERS January 2003 - December 2003
Skills
Fixed Income, SDLC, SQL, User Acceptance Testing, Requirements Analysis, Business Analysis, Business Requirements, Data Analysis, Financial Services, MS Project, Risk Management
Education
California State University-Sacramento 2001 — 2003
BS, Business Administration - MIS and AIS
State Street November 2006 - Present
Investors Bank & Trust January 2004 - November 2006
CalPERS January 2003 - December 2003
Skills
Fixed Income, SDLC, SQL, User Acceptance Testing, Requirements Analysis, Business Analysis, Business Requirements, Data Analysis, Financial Services, MS Project, Risk Management
Education
California State University-Sacramento 2001 — 2003
BS, Business Administration - MIS and AIS
Lenia M Ascenso's Investors Bank & Trust Experience 1997 - 2004
Job Director of Operations, Discretionary at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC February 2014 - Present
JP Morgan February 2010 - February 2014
Wellington Management February 2004 - February 2010
Investors Bank & Trust 1997 - 2004
Skills
Mutual Funds, Fixed Income, Investment Management, Hedge Funds, Alternative Investments, Management, Asset Managment, Client Service, Leadership, Derivatives, Change Management, Fund Accounting, Securities, Bloomberg, Asset Allocation, Asset Management, ETFs, Equities, Risk Management
Education
Suffolk University - Sawyer Business School 1998 — 2001
MBA, Finance
Colby College 1991 — 1995
NEPC, LLC February 2014 - Present
JP Morgan February 2010 - February 2014
Wellington Management February 2004 - February 2010
Investors Bank & Trust 1997 - 2004
Skills
Mutual Funds, Fixed Income, Investment Management, Hedge Funds, Alternative Investments, Management, Asset Managment, Client Service, Leadership, Derivatives, Change Management, Fund Accounting, Securities, Bloomberg, Asset Allocation, Asset Management, ETFs, Equities, Risk Management
Education
Suffolk University - Sawyer Business School 1998 — 2001
MBA, Finance
Colby College 1991 — 1995
Laurie Schneider's Investors Bank & Trust Experience February 1999 - June 2003
Job Financial Services
Industry Financial Services
Experience
Schneider Family August 2000 - Present
Investors Bank & Trust February 1999 - June 2003
Citibank 1993 - 1996
Skills
Financial Analysis, Process Improvement
Education
Cornell University 1988 — 1992
Schneider Family August 2000 - Present
Investors Bank & Trust February 1999 - June 2003
Citibank 1993 - 1996
Skills
Financial Analysis, Process Improvement
Education
Cornell University 1988 — 1992
Ashleigh O'Brien's Investors Bank & Trust Experience August 1994 - August 1998
Job Senior Marketing Manager, Agency Operations at Microsoft
Industry Computer Software
Experience
Microsoft November 2009 - Present
Microsoft July 2005 - October 2009
Microsoft March 2003 - June 2005
Pfizer June 2002 - January 2003
Pfizer July 2000 - June 2002
Investors Bank & Trust August 1994 - August 1998
Skills
Forecasting, Budgeting, Accounting, Financial Analysis, Financial Planning, Business Planning, Budgets, Strategic Financial..., Cross-functional Team..., Analytics, Financial Modeling, Business Strategy, Competitive Analysis, Program Management, Finance, Product Management, Strategic Planning, Analysis, Leadership, Management, Marketing, Project Management, Mergers & Acquisitions, Project Planning, Training, Marketing Communications, Strategic Partnerships
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance / International Business
Colgate University 1990 — 1994
Bachelor of Arts, International Relations
Oregon Episcopal School 1975 — 1990
Microsoft November 2009 - Present
Microsoft July 2005 - October 2009
Microsoft March 2003 - June 2005
Pfizer June 2002 - January 2003
Pfizer July 2000 - June 2002
Investors Bank & Trust August 1994 - August 1998
Skills
Forecasting, Budgeting, Accounting, Financial Analysis, Financial Planning, Business Planning, Budgets, Strategic Financial..., Cross-functional Team..., Analytics, Financial Modeling, Business Strategy, Competitive Analysis, Program Management, Finance, Product Management, Strategic Planning, Analysis, Leadership, Management, Marketing, Project Management, Mergers & Acquisitions, Project Planning, Training, Marketing Communications, Strategic Partnerships
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance / International Business
Colgate University 1990 — 1994
Bachelor of Arts, International Relations
Oregon Episcopal School 1975 — 1990
Alex Guckenburg's Investors Bank & Trust Experience June 1998 - September 1999
Job Senior Manager, Global Settlements and Liquidity & Collateral Management at Liberty Mutual Investments
Industry Investment Management
Experience
Liberty Mutual Investments January 2014 - Present
Liberty Mutual Group Asset Management Inc. March 2009 - Present
Wellington Management October 2006 - March 2009
John Hancock Funds and John Hancock Life Insurance Company (now Manulife Insurance Company) 1999 - 2006
Investors Bank & Trust June 1998 - September 1999
Skills
Investments, Bloomberg, Derivatives, Asset Management, Back Office, Pricing, Swaps, Business Strategy, Business Analysis, Fixed Income, Critical Thinking, Equities, Private Equity, Private Placements, Alternative Investments, Real Estate Investment, Syndicated Loans (Bank..., Custody, Financial Services, Settlement
Education
Northeastern University - Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Finance and International Finance
Wheaton College (MA) 1994 — 1998
Economics, International Business
Liberty Mutual Investments January 2014 - Present
Liberty Mutual Group Asset Management Inc. March 2009 - Present
Wellington Management October 2006 - March 2009
John Hancock Funds and John Hancock Life Insurance Company (now Manulife Insurance Company) 1999 - 2006
Investors Bank & Trust June 1998 - September 1999
Skills
Investments, Bloomberg, Derivatives, Asset Management, Back Office, Pricing, Swaps, Business Strategy, Business Analysis, Fixed Income, Critical Thinking, Equities, Private Equity, Private Placements, Alternative Investments, Real Estate Investment, Syndicated Loans (Bank..., Custody, Financial Services, Settlement
Education
Northeastern University - Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Finance and International Finance
Wheaton College (MA) 1994 — 1998
Economics, International Business
Sue (Butkus) Pike, CFA, CIPM's Investors Bank & Trust Experience August 1994 - March 2000
Job Vice President and Business Manager, Asset Allocation Product Management at Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company, LLP March 2000 - Present
Investors Bank & Trust August 1994 - March 2000
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
Bryant University 1990 — 1994
BS in Business Administration, Accounting
Wellington Management Company, LLP March 2000 - Present
Investors Bank & Trust August 1994 - March 2000
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
Bryant University 1990 — 1994
BS in Business Administration, Accounting
Lee Blaszyk's Investors Bank & Trust Experience 2004 - 2006
Job Account Executive at PRIDE Industries
Industry Nonprofit Organization Management
Experience
PRIDE Industries February 2006 - Present
Investors Bank & Trust 2004 - 2006
Etrade Financial 1998 - 2004
Skills
Program Management, Strategic Planning, Contract Negotiation, Coaching, Project Management, Process Improvement, Microsoft Office, Team Building, Business Analysis, Customer Service, Employee Relations, Business Development, Leadership, Non-profits, Public Speaking, Account Management, Team Leadership, Change Management, Marketing, Public Relations
Education
California State University-Northridge
Bachelor of Arts (B.A.), Child Development & Psychology
PRIDE Industries February 2006 - Present
Investors Bank & Trust 2004 - 2006
Etrade Financial 1998 - 2004
Skills
Program Management, Strategic Planning, Contract Negotiation, Coaching, Project Management, Process Improvement, Microsoft Office, Team Building, Business Analysis, Customer Service, Employee Relations, Business Development, Leadership, Non-profits, Public Speaking, Account Management, Team Leadership, Change Management, Marketing, Public Relations
Education
California State University-Northridge
Bachelor of Arts (B.A.), Child Development & Psychology
Tim Reinwald's Investors Bank & Trust Experience 1998 - 1999
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment March 2008 - Present
Conifer Companies February 2002 - March 2008
Investors Bank & Trust 1998 - 1999
Education
College of Charleston 1989 — 1993
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Lincoln Investment March 2008 - Present
Conifer Companies February 2002 - March 2008
Investors Bank & Trust 1998 - 1999
Education
College of Charleston 1989 — 1993
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Mariann Nocera's Investors Bank & Trust Experience June 1996 - July 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust June 1996 - July 2007
Skills
Fund Accounting, Mutual Funds, Corporate Actions, Fixed Income, Business Analysis, Financial Services, Equities, Analysis, Hedge Funds, Fund Administration, Bloomberg, Securities, Back Office, Portfolio Management, Investments, Middle Office, Global Custody, Alternative Investments, Investment Management, Settlement, Derivatives, Securities Lending, FX Options, Asset Management
Education
Bryant University 1992 — 1996
BA, Accounting
State Street July 2007 - Present
Investors Bank & Trust June 1996 - July 2007
Skills
Fund Accounting, Mutual Funds, Corporate Actions, Fixed Income, Business Analysis, Financial Services, Equities, Analysis, Hedge Funds, Fund Administration, Bloomberg, Securities, Back Office, Portfolio Management, Investments, Middle Office, Global Custody, Alternative Investments, Investment Management, Settlement, Derivatives, Securities Lending, FX Options, Asset Management
Education
Bryant University 1992 — 1996
BA, Accounting
Lauren Kogut's Investors Bank & Trust Experience February 2006 - October 2006
Job Sr. Performance Analyst at State Street
Industry Financial Services
Experience
State Street March 2008 - Present
Investors Bank & Trust February 2006 - October 2006
Education
Bryant University 2000 — 2004
BS, Finance
State Street March 2008 - Present
Investors Bank & Trust February 2006 - October 2006
Education
Bryant University 2000 — 2004
BS, Finance
Anna-Marie Krochmalny's Investors Bank & Trust Experience June 2006 - May 2007
Job Accounting Manager at DDJ Capital Management
Industry Financial Services
Experience
DDJ Capital Management October 2011 - Present
DDJ Capital Management May 2009 - October 2011
DDJ Capital Management June 2008 - May 2009
DDJ Capital Management May 2007 - June 2008
Investors Bank & Trust June 2006 - May 2007
Education
Bryant University 2002 — 2006
Bachelor of Business Administration, Finance
DDJ Capital Management October 2011 - Present
DDJ Capital Management May 2009 - October 2011
DDJ Capital Management June 2008 - May 2009
DDJ Capital Management May 2007 - June 2008
Investors Bank & Trust June 2006 - May 2007
Education
Bryant University 2002 — 2006
Bachelor of Business Administration, Finance
Brendan Curran, CFA's Investors Bank & Trust Experience June 2006 - August 2006
Job Defined Contribution Investment Strategist
Industry Financial Services
Experience
State Street Global Advisors June 2011 - Present
State Street Global Advisors August 2008 - June 2011
Merrill Lynch June 2007 - August 2007
Investors Bank & Trust June 2006 - August 2006
Boston Stock Exchange June 2005 - August 2005
Education
Connecticut College 2004 — 2008
BA, Economics
State Street Global Advisors June 2011 - Present
State Street Global Advisors August 2008 - June 2011
Merrill Lynch June 2007 - August 2007
Investors Bank & Trust June 2006 - August 2006
Boston Stock Exchange June 2005 - August 2005
Education
Connecticut College 2004 — 2008
BA, Economics
Stephanie Caron's Investors Bank & Trust Experience February 2006 - June 2007
Job Senior Relationship Executive at State Street
Industry Financial Services
Experience
State Street April 2011 - Present
State Street Corporation July 2007 - June 2011
State Street Corporation June 2009 - April 2011
Investors Bank & Trust February 2006 - June 2007
Skills
Financial Services, Mutual Funds, Global Custody, Fixed Income
Education
Bucknell University 1987 — 1991
State Street April 2011 - Present
State Street Corporation July 2007 - June 2011
State Street Corporation June 2009 - April 2011
Investors Bank & Trust February 2006 - June 2007
Skills
Financial Services, Mutual Funds, Global Custody, Fixed Income
Education
Bucknell University 1987 — 1991
Edward O'Brien, CFA's Investors Bank & Trust Experience 1995 - 1996
Job Balance Sheet Management at Capital One
Industry Banking
Experience
Capital One April 2014 - Present
Fannie Mae August 2009 - April 2014
Washington Mutual January 2003 - January 2009
Bear Stearns September 1999 - January 2003
Salomon Smith Barney August 1998 - September 1999
Loomis Sayles 1996 - 1998
Investors Bank & Trust 1995 - 1996
Skills
Asset Management, Banking, Bloomberg, Capital Markets, Credit Risk, Derivatives, Financial Modeling, Valuation, Risk Management, Portfolio Management, MBS, Fixed Income
Education
College of the Holy Cross 1991 — 1995
Capital One April 2014 - Present
Fannie Mae August 2009 - April 2014
Washington Mutual January 2003 - January 2009
Bear Stearns September 1999 - January 2003
Salomon Smith Barney August 1998 - September 1999
Loomis Sayles 1996 - 1998
Investors Bank & Trust 1995 - 1996
Skills
Asset Management, Banking, Bloomberg, Capital Markets, Credit Risk, Derivatives, Financial Modeling, Valuation, Risk Management, Portfolio Management, MBS, Fixed Income
Education
College of the Holy Cross 1991 — 1995
Paul McGuiggan's Investors Bank & Trust Experience 1990 - 2007
Job Senior Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust 1990 - 2007
Bank of Boston 1986 - 1990
Skills
Mutual Funds, Fund Accounting, Strategic Partnerships, Equities, Financial Services, Securities, Fixed Income, Asset Management, Global Custody, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Corporate Actions, Fund Administration
Education
Central Connecticut State University 1976 — 1980
State Street July 2007 - Present
Investors Bank & Trust 1990 - 2007
Bank of Boston 1986 - 1990
Skills
Mutual Funds, Fund Accounting, Strategic Partnerships, Equities, Financial Services, Securities, Fixed Income, Asset Management, Global Custody, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Corporate Actions, Fund Administration
Education
Central Connecticut State University 1976 — 1980
Evan McNamara's Investors Bank & Trust Experience July 2006 - April 2007
Job Senior Account Manager, Team Lead at Everbridge
Industry Computer Software
Experience
Everbridge April 2012 - Present
Thomson Reuters June 2011 - April 2012
Thomson Reuters February 2009 - June 2011
Thomson Reuters April 2007 - February 2009
Investors Bank & Trust July 2006 - April 2007
Skills
Salesforce.com, Marketing Strategy, Account Management, Online Marketing, Customer Relations, Crisis Communications, Emergency Planning, Marketing Communications, Strategic Communications, Business Continuity..., Business Strategy, Disaster Recovery, Internal Communications, Corporate Communications, Customer Service, SaaS, Business Development, Leadership, Sales, Strategic Partnerships, Financial Services, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Finance, Marketing
Skidmore College 2002 — 2006
B.S., Management and Business, Economics
Milton Academy 1990 — 2002
High School
Everbridge April 2012 - Present
Thomson Reuters June 2011 - April 2012
Thomson Reuters February 2009 - June 2011
Thomson Reuters April 2007 - February 2009
Investors Bank & Trust July 2006 - April 2007
Skills
Salesforce.com, Marketing Strategy, Account Management, Online Marketing, Customer Relations, Crisis Communications, Emergency Planning, Marketing Communications, Strategic Communications, Business Continuity..., Business Strategy, Disaster Recovery, Internal Communications, Corporate Communications, Customer Service, SaaS, Business Development, Leadership, Sales, Strategic Partnerships, Financial Services, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Finance, Marketing
Skidmore College 2002 — 2006
B.S., Management and Business, Economics
Milton Academy 1990 — 2002
High School
Jocelyn Netishen's Investors Bank & Trust Experience August 2006 - June 2007
Job Manager Financial Planning and Analysis at athenahealth
Industry Hospital & Health Care
Experience
athenahealth January 2014 - Present
athenahealth January 2011 - January 2014
Zoom Information July 2007 - December 2010
Investors Bank & Trust August 2006 - June 2007
Skills
Salesforce.com, Microsoft Excel, SaaS, Financial Analysis, Microsoft Word, Accounting, Analysis, Strategic Financial..., EHR
Education
Bryant University 2003 — 2006
Bachelor of Science, Business Administration; Finance
Hofstra University 2002 — 2003
Finance
athenahealth January 2014 - Present
athenahealth January 2011 - January 2014
Zoom Information July 2007 - December 2010
Investors Bank & Trust August 2006 - June 2007
Skills
Salesforce.com, Microsoft Excel, SaaS, Financial Analysis, Microsoft Word, Accounting, Analysis, Strategic Financial..., EHR
Education
Bryant University 2003 — 2006
Bachelor of Science, Business Administration; Finance
Hofstra University 2002 — 2003
Finance
Katina Tollefson, SPHR's Investors Bank & Trust Experience January 2002 - February 2007
Job Senior Recruiter at Dignity Health Medical Foundation
Industry Human Resources
Experience
Dignity Health Medical Foundation October 2011 - Present
State Street December 2009 - September 2011
Northrop Grumman Mission Systems May 2008 - January 2009
Conergy AG February 2007 - May 2008
Investors Bank & Trust January 2002 - February 2007
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Recruiting, College Recruiting, Talent Management, Human Resources, Sourcing, Hiring, Training, Personnel Management
Education
California State University-Sacramento 1999 — 2001
BS, Business Administration - Human Resources and Marketing
University of Brighton 1999 — 1999
Business Administration
California State University-Chico 1996 — 1998
Business Administration - Human Resources and Marketing
Dignity Health Medical Foundation October 2011 - Present
State Street December 2009 - September 2011
Northrop Grumman Mission Systems May 2008 - January 2009
Conergy AG February 2007 - May 2008
Investors Bank & Trust January 2002 - February 2007
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Recruiting, College Recruiting, Talent Management, Human Resources, Sourcing, Hiring, Training, Personnel Management
Education
California State University-Sacramento 1999 — 2001
BS, Business Administration - Human Resources and Marketing
University of Brighton 1999 — 1999
Business Administration
California State University-Chico 1996 — 1998
Business Administration - Human Resources and Marketing
Kuau Garsson's Investors Bank & Trust Experience January 2005 - July 2006
Job Fund Management at ZAIS Group, LLC
Industry Financial Services
Experience
ZAIS Group, LLC January 2010 - Present
ZAIS Group, LLC January 2007 - December 2009
CitiStreet August 2006 - January 2007
Investors Bank & Trust January 2005 - July 2006
Education
California State University-Chico 2001 — 2004
BS, Finance, Economics, Philosophy, & Asian Studies
Tufts University
ZAIS Group, LLC January 2010 - Present
ZAIS Group, LLC January 2007 - December 2009
CitiStreet August 2006 - January 2007
Investors Bank & Trust January 2005 - July 2006
Education
California State University-Chico 2001 — 2004
BS, Finance, Economics, Philosophy, & Asian Studies
Tufts University
Anthony Bissanti's Investors Bank & Trust Experience January 2005 - April 2006
Job Finance Manager at Bain Capital
Industry Venture Capital & Private Equity
Experience
Bain Capital June 2015 - Present
State Street - Alternative Investment Solutions August 2013 - June 2015
Nautic Partners March 2013 - August 2013
Nautic Partners August 2010 - March 2013
M/C Venture Partners April 2006 - August 2010
Investors Bank & Trust January 2005 - April 2006
Skills
Private Equity, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Financial Reporting, Investments, Venture Capital, Mergers, Corporate Finance, Bloomberg, Equities, Tax, Alternative Investments, Mutual Funds, Fixed Income, Asset Managment, Securities, Finance, Fund Of Funds, Business Strategy, Strategic Financial...
Education
Merrimack College 2000 — 2004
BSBA, Accounting
Northeastern University - Graduate School of Business Administration
MST
Bain Capital June 2015 - Present
State Street - Alternative Investment Solutions August 2013 - June 2015
Nautic Partners March 2013 - August 2013
Nautic Partners August 2010 - March 2013
M/C Venture Partners April 2006 - August 2010
Investors Bank & Trust January 2005 - April 2006
Skills
Private Equity, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Financial Reporting, Investments, Venture Capital, Mergers, Corporate Finance, Bloomberg, Equities, Tax, Alternative Investments, Mutual Funds, Fixed Income, Asset Managment, Securities, Finance, Fund Of Funds, Business Strategy, Strategic Financial...
Education
Merrimack College 2000 — 2004
BSBA, Accounting
Northeastern University - Graduate School of Business Administration
MST
David Zomer's Investors Bank & Trust Experience 2004 - 2005
Job Project Manager, Business Development at SBH Sciences
Industry Biotechnology
Experience
SBH Sciences September 2012 - Present
Brooklyn-Queens Conservatory of Music January 2011 - August 2012
Electroencephalography (EEG) Research Lab – Hunter College August 2010 - September 2011
BNP Paribas January 2008 - 2009
Investors Bank & Trust 2004 - 2005
Education
City University of New York-Hunter College 2010 — 2012
Masters, Behavioral Psychology
University of Wisconsin-Madison 2001 — 2004
Bachelor of Business Administration (BBA), Finance
SBH Sciences September 2012 - Present
Brooklyn-Queens Conservatory of Music January 2011 - August 2012
Electroencephalography (EEG) Research Lab – Hunter College August 2010 - September 2011
BNP Paribas January 2008 - 2009
Investors Bank & Trust 2004 - 2005
Education
City University of New York-Hunter College 2010 — 2012
Masters, Behavioral Psychology
University of Wisconsin-Madison 2001 — 2004
Bachelor of Business Administration (BBA), Finance
Chris Winn's Investors Bank & Trust Experience 1995 - 1995
Job Enterprise Security and Identity Architect at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young February 2011 - Present
Microsoft Corporation September 2008 - March 2011
Microsoft August 2004 - September 2008
McAfee Security January 2002 - July 2004
Guardent 2001 - 2002
Consul Risk Management 2001 - 2002
PricewaterhouseCoopers September 1996 - June 2000
NSTAR 1994 - 1996
Investors Bank & Trust 1995 - 1995
Libety Mutual Insurance Group 1989 - 1995
Skills
Security, Information Security..., Strategy, Information Security, IT Audit, Identity Management, Information Technology, CISSP, Governance, PCI DSS, Network Architecture, Enterprise PKI and..., Enterprise Security..., Active Directory, Disaster Recovery, Enterprise Software, Security Audits, Business Continuity, Management, Penetration Testing, Professional Services, ISO 27001, Cloud Computing, Enterprise Architecture, IT Strategy, SaaS, PKI, Application Security, Program Management, Enterprise Risk..., Computer Security, IT Management, Vulnerability Assessment, Solution Architecture, Data Center
Education
Bryant University 1983 — 1987
Ernst & Young February 2011 - Present
Microsoft Corporation September 2008 - March 2011
Microsoft August 2004 - September 2008
McAfee Security January 2002 - July 2004
Guardent 2001 - 2002
Consul Risk Management 2001 - 2002
PricewaterhouseCoopers September 1996 - June 2000
NSTAR 1994 - 1996
Investors Bank & Trust 1995 - 1995
Libety Mutual Insurance Group 1989 - 1995
Skills
Security, Information Security..., Strategy, Information Security, IT Audit, Identity Management, Information Technology, CISSP, Governance, PCI DSS, Network Architecture, Enterprise PKI and..., Enterprise Security..., Active Directory, Disaster Recovery, Enterprise Software, Security Audits, Business Continuity, Management, Penetration Testing, Professional Services, ISO 27001, Cloud Computing, Enterprise Architecture, IT Strategy, SaaS, PKI, Application Security, Program Management, Enterprise Risk..., Computer Security, IT Management, Vulnerability Assessment, Solution Architecture, Data Center
Education
Bryant University 1983 — 1987
Sarah McKinney Shannon's Investors Bank & Trust Experience March 2006 - January 2007
Job Director, Business Management Shared Services & Banking Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley February 2011 - October 2011
Morgan Stanley June 2010 - February 2011
Sleep Solutions Inc. January 2010 - June 2010
Aerotek March 2007 - February 2009
Investors Bank & Trust March 2006 - January 2007
Investors Bank & Trust November 2005 - March 2006
Investors Bank & Trust August 2004 - October 2005
Skills
Planning Budgeting &..., Business Intelligence, SharePoint, Contract Negotiation, Tax Accounting, Private Equity, Fund Accounting, Financial Analysis, Microsoft Excel, Finance, Auditing, Sales, Financial Reporting, Analysis, Financial Services, Financial Modeling, Accounting, Process Improvement, Management, Project Management, Microsoft Office, Strategic Planning, Business Analysis, Forecasting, Mutual Funds, Team Building, Leadership, Budgets, Financial Statements, Business Development, Financial Planning, Cross-functional Team..., Vendor Management, Risk Management, Customer Service, Team Leadership, Mergers
Education
Bryant University 2000 — 2004
BS, Finance, Political Science
Otsego High School 1996 — 2000
Morgan Stanley June 2013 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley February 2011 - October 2011
Morgan Stanley June 2010 - February 2011
Sleep Solutions Inc. January 2010 - June 2010
Aerotek March 2007 - February 2009
Investors Bank & Trust March 2006 - January 2007
Investors Bank & Trust November 2005 - March 2006
Investors Bank & Trust August 2004 - October 2005
Skills
Planning Budgeting &..., Business Intelligence, SharePoint, Contract Negotiation, Tax Accounting, Private Equity, Fund Accounting, Financial Analysis, Microsoft Excel, Finance, Auditing, Sales, Financial Reporting, Analysis, Financial Services, Financial Modeling, Accounting, Process Improvement, Management, Project Management, Microsoft Office, Strategic Planning, Business Analysis, Forecasting, Mutual Funds, Team Building, Leadership, Budgets, Financial Statements, Business Development, Financial Planning, Cross-functional Team..., Vendor Management, Risk Management, Customer Service, Team Leadership, Mergers
Education
Bryant University 2000 — 2004
BS, Finance, Political Science
Otsego High School 1996 — 2000
Todd Prario's Investors Bank & Trust Experience September 1994 - January 1996
Job Senior Vice President Core Policy Solutions at SunGard Financial Systems
Industry Information Technology and Services
Experience
SunGard Financial Systems January 2014 - Present
SunGard January 1996 - December 2013
Investors Bank & Trust September 1994 - January 1996
Keane Inc September 1990 - September 1994
Prudential Insurance June 1985 - September 1990
Skills
Software Development, Insurance, Defined Benefit, Defined Contribution, 401k, Annuities, Compass, Mutual Funds, Commission, Claims Administration, Pension Administration, Pensions, BPMN, Process Improvement, Product Management, Employee Benefits, Financial Software, Enterprise Architecture, Information Architecture, Application Development, Application Architecture, Group Benefits, Fund Accounting, Custody, Transfer Agency, Term Life Insurance, Whole Life, Universal Life, Health Insurance, Global Sourcing, Global Delivery, Financial Services, Business Intelligence, Fixed Annuities, Software Project..., SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Business Analysis, Management
Education
Carnegie Mellon University 1981 — 1985
BS, Information Systems
Whitman Hanson Regional High School 1977 — 1981
SunGard Financial Systems January 2014 - Present
SunGard January 1996 - December 2013
Investors Bank & Trust September 1994 - January 1996
Keane Inc September 1990 - September 1994
Prudential Insurance June 1985 - September 1990
Skills
Software Development, Insurance, Defined Benefit, Defined Contribution, 401k, Annuities, Compass, Mutual Funds, Commission, Claims Administration, Pension Administration, Pensions, BPMN, Process Improvement, Product Management, Employee Benefits, Financial Software, Enterprise Architecture, Information Architecture, Application Development, Application Architecture, Group Benefits, Fund Accounting, Custody, Transfer Agency, Term Life Insurance, Whole Life, Universal Life, Health Insurance, Global Sourcing, Global Delivery, Financial Services, Business Intelligence, Fixed Annuities, Software Project..., SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Business Analysis, Management
Education
Carnegie Mellon University 1981 — 1985
BS, Information Systems
Whitman Hanson Regional High School 1977 — 1981
Scott Phelan's Investors Bank & Trust Experience 2004 - 2008
Job Tax Director at Abrams Capital
Industry Accounting
Experience
Abrams Capital January 2008 - Present
Investors Bank & Trust 2004 - 2008
KPMG US 1998 - 2004
Education
Bryant University 2000 — 2003
Master's degree, Taxation
Bryant University 1994 — 1996
B.S., Accounting
Abrams Capital January 2008 - Present
Investors Bank & Trust 2004 - 2008
KPMG US 1998 - 2004
Education
Bryant University 2000 — 2003
Master's degree, Taxation
Bryant University 1994 — 1996
B.S., Accounting
Dina Meagher's Investors Bank & Trust Experience 1992 - 2007
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
State Street July 2007 - March 2009
Investors Bank & Trust 1992 - 2007
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Isenberg School of Management, UMass Amherst
Bachelors, Finance
Fidelity Investments June 2010 - Present
State Street July 2007 - March 2009
Investors Bank & Trust 1992 - 2007
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Isenberg School of Management, UMass Amherst
Bachelors, Finance
Jennifer (Hynes) Toland's Investors Bank & Trust Experience June 1997 - November 1997
Job AVP & Director of Investment Tax at The Hartford
Industry Insurance
Experience
The Hartford June 2006 - Present
The Hartford May 2003 - June 2006
MFS Investment Management November 1997 - May 2003
Investors Bank & Trust June 1997 - November 1997
Putnam Investments May 1994 - June 1997
Education
The George Washington University - School of Business 2005 — 2007
D'Amore-McKim School of Business at Northeastern University 2000 — 2003
MBA
University of Massachusetts, Amherst 1990 — 1994
BS
Notre Dame Academy 1986 — 1990
The Hartford June 2006 - Present
The Hartford May 2003 - June 2006
MFS Investment Management November 1997 - May 2003
Investors Bank & Trust June 1997 - November 1997
Putnam Investments May 1994 - June 1997
Education
The George Washington University - School of Business 2005 — 2007
D'Amore-McKim School of Business at Northeastern University 2000 — 2003
MBA
University of Massachusetts, Amherst 1990 — 1994
BS
Notre Dame Academy 1986 — 1990
Jerel Novick's Investors Bank & Trust Experience 1996 - 1998
Job Proprietary Equity Trader at T3 Trading Group, LLC
Industry Investment Management
Experience
T3 Trading Group, LLC June 2012 - Present
Gannett Welsh & Kotler 2010 - 2012
Gannett Welsh & Kotler 2008 - 2012
Gannett Welsh & Kotler 2002 - 2008
Gannett Welsh & Kotler 2000 - 2002
Scudder Kemper Investments 1998 - 2000
Scudder Kemper Investments 1998 - 1998
Investors Bank & Trust 1996 - 1998
Take A Break Student Travel 1994 - 1994
Hear Music 1991 - 1993
Skills
Investments, Fixed Income, Equities, Mutual Funds, Portfolio Management, Financial Services, Bonds, Bloomberg, Securities, Asset Management, Investment Management, Derivatives, Hedge Funds, Series 56, Trading, Equity Trading, Alternative Investments
Education
Northeastern University - Graduate School of Business Administration 2006 — 2008
Master of Science (M.S.), Finance
Northeastern University 1990 — 1996
Bachelor of Arts (B.A.), Business - Finance & Entrepreneurship
Millis High School 1986 — 1990
T3 Trading Group, LLC June 2012 - Present
Gannett Welsh & Kotler 2010 - 2012
Gannett Welsh & Kotler 2008 - 2012
Gannett Welsh & Kotler 2002 - 2008
Gannett Welsh & Kotler 2000 - 2002
Scudder Kemper Investments 1998 - 2000
Scudder Kemper Investments 1998 - 1998
Investors Bank & Trust 1996 - 1998
Take A Break Student Travel 1994 - 1994
Hear Music 1991 - 1993
Skills
Investments, Fixed Income, Equities, Mutual Funds, Portfolio Management, Financial Services, Bonds, Bloomberg, Securities, Asset Management, Investment Management, Derivatives, Hedge Funds, Series 56, Trading, Equity Trading, Alternative Investments
Education
Northeastern University - Graduate School of Business Administration 2006 — 2008
Master of Science (M.S.), Finance
Northeastern University 1990 — 1996
Bachelor of Arts (B.A.), Business - Finance & Entrepreneurship
Millis High School 1986 — 1990
Katie Caccese's Investors Bank & Trust Experience September 2005 - March 2006
Job Equity Operations Supervisor, The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group September 2013 - Present
State Street January 2009 - September 2013
Fidelity Investments March 2006 - January 2009
Investors Bank & Trust September 2005 - March 2006
Skills
Fund Accounting, Fixed Income, Equities, Derivatives, ETFs, BRDs, Mutual Funds, Bloomberg, Financial Services, Corporate Actions, Fund Administration, Securities, Leadership, Bonds, Asset Management, Investment Management
Education
College of the Holy Cross 1998 — 2002
BA, Economics
The Boston Consulting Group September 2013 - Present
State Street January 2009 - September 2013
Fidelity Investments March 2006 - January 2009
Investors Bank & Trust September 2005 - March 2006
Skills
Fund Accounting, Fixed Income, Equities, Derivatives, ETFs, BRDs, Mutual Funds, Bloomberg, Financial Services, Corporate Actions, Fund Administration, Securities, Leadership, Bonds, Asset Management, Investment Management
Education
College of the Holy Cross 1998 — 2002
BA, Economics
Rich DeLuca's Investors Bank & Trust Experience January 2006 - July 2007
Job Vice President, Alternative Investment Solutions, State Street
Industry Financial Services
Experience
State Street February 2011 - Present
Business Intelligence Advisors April 2008 - April 2010
Columbia Management January 2008 - April 2008
Investors Bank & Trust January 2006 - July 2007
Investors Bank & Trust December 2000 - September 2002
State Street Bank 1996 - 2000
Education
Bryant University 1992 — 1996
Bachelor of Science, Business Administration
Classical 1988 — 1992
State Street February 2011 - Present
Business Intelligence Advisors April 2008 - April 2010
Columbia Management January 2008 - April 2008
Investors Bank & Trust January 2006 - July 2007
Investors Bank & Trust December 2000 - September 2002
State Street Bank 1996 - 2000
Education
Bryant University 1992 — 1996
Bachelor of Science, Business Administration
Classical 1988 — 1992
Michael Galli's Investors Bank & Trust Experience January 1997 - January 2000
Job IT Director at Norcom Mortgage & Insurance
Industry Financial Services
Experience
Norcom Mortgage & Insurance July 2012 - Present
Bank of America April 2008 - December 2010
Open Solutions April 2007 - April 2008
Bank of America January 2000 - April 2007
Investors Bank & Trust January 1997 - January 2000
Skills
Banking, Risk Management, PMO, Business Analysis, Project Portfolio..., Credit Cards, Portfolio Management, Financial Risk, Retail Banking, SDLC, Vendor Management, PMP, Project Delivery, Software Project..., Business Requirements
Education
Central Connecticut State University 1981 — 1986
BA, Economics
Harvard University
Norcom Mortgage & Insurance July 2012 - Present
Bank of America April 2008 - December 2010
Open Solutions April 2007 - April 2008
Bank of America January 2000 - April 2007
Investors Bank & Trust January 1997 - January 2000
Skills
Banking, Risk Management, PMO, Business Analysis, Project Portfolio..., Credit Cards, Portfolio Management, Financial Risk, Retail Banking, SDLC, Vendor Management, PMP, Project Delivery, Software Project..., Business Requirements
Education
Central Connecticut State University 1981 — 1986
BA, Economics
Harvard University
Dennis Gibson's Investors Bank & Trust Experience 1992 - 1995
Job Systems Analyst III at Covidien
Industry Medical Devices
Experience
Medtronic June 2013 - Present
Fidelity Investments 2004 - June 2012
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Investors Bank & Trust 1992 - 1995
Skills
Brio Query, Mutual Funds, Bloomberg, Securities, Business Analysis, 401k, Metrics, Requirements Gathering, Pensions, Investments, Retirement, Hyperion Enterprise
Education
Stonehill College 1988 — 1992
Managerial Economics, Economics, Finance
Clark University 2000 — 2000
Client Server Programming and Web Development Certificate
Brockton High School
Medtronic June 2013 - Present
Fidelity Investments 2004 - June 2012
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Investors Bank & Trust 1992 - 1995
Skills
Brio Query, Mutual Funds, Bloomberg, Securities, Business Analysis, 401k, Metrics, Requirements Gathering, Pensions, Investments, Retirement, Hyperion Enterprise
Education
Stonehill College 1988 — 1992
Managerial Economics, Economics, Finance
Clark University 2000 — 2000
Client Server Programming and Web Development Certificate
Brockton High School
Donald Lindsay's Investors Bank & Trust Experience 2004 - 2007
Job Senior financial services risk management executive
Industry Financial Services
Experience
State Street Bank 2007 - 2012
Investors Bank & Trust 2004 - 2007
State Street Bank 1985 - 2003
State Street Bank 1996 - 1997
State Street 1985 - 1996
The Chase Manhattan Bank N. A. 1967 - 1985
Skills
Enterprise Risk..., Financial Risk, Operational Risk, Financial Services, Risk Assessment, Risk Management
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Columbia Law School
Bachelor of Laws (LL.B.)/J.D., Securities Regulation
Harvard College
Bachelor of Arts (B.A.) (cum laude), Economics
State Street Bank 2007 - 2012
Investors Bank & Trust 2004 - 2007
State Street Bank 1985 - 2003
State Street Bank 1996 - 1997
State Street 1985 - 1996
The Chase Manhattan Bank N. A. 1967 - 1985
Skills
Enterprise Risk..., Financial Risk, Operational Risk, Financial Services, Risk Assessment, Risk Management
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Columbia Law School
Bachelor of Laws (LL.B.)/J.D., Securities Regulation
Harvard College
Bachelor of Arts (B.A.) (cum laude), Economics
Daniel Hinchey, CFA CFP's Investors Bank & Trust Experience October 1996 - October 1998
Job Vice President at Fidelity Prime Brokerage
Industry Financial Services
Experience
Fidelity Prime Brokerage February 2008 - Present
Banc of America Investment Services, Inc. February 2006 - February 2008
Columbia Management Group June 2000 - February 2006
John Hancock Financial Services October 1998 - May 2000
Investors Bank & Trust October 1996 - October 1998
Skills
Prime Brokerage, Hedge Funds, Estate Planning, Financial Planning, Personal Tax Planning, Series 7, Series 66, Alternative Investments, Bloomberg, Equities, Mutual Funds, Fixed Income, Asset Allocation, Insurance Planning
Education
Bryant University 1992 — 1996
B.S/B.A, Finance
Andover High School
Fidelity Prime Brokerage February 2008 - Present
Banc of America Investment Services, Inc. February 2006 - February 2008
Columbia Management Group June 2000 - February 2006
John Hancock Financial Services October 1998 - May 2000
Investors Bank & Trust October 1996 - October 1998
Skills
Prime Brokerage, Hedge Funds, Estate Planning, Financial Planning, Personal Tax Planning, Series 7, Series 66, Alternative Investments, Bloomberg, Equities, Mutual Funds, Fixed Income, Asset Allocation, Insurance Planning
Education
Bryant University 1992 — 1996
B.S/B.A, Finance
Andover High School
Gary Adkison's Investors Bank & Trust Experience 1998 - 2002
Job Financial Services Consultant with Olmstead Associates
Industry Financial Services
Experience
Olmstead Associates 2004 - Present
State Street 2004 - Present
Investors Bank & Trust 1998 - 2002
Bank of Boston 1988 - 1998
Skills
Fixed Income, Financial Services, Corporate Actions, Fund Accounting, Equities, Bloomberg, Risk Management
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1988
MBA, Finance
Olmstead Associates 2004 - Present
State Street 2004 - Present
Investors Bank & Trust 1998 - 2002
Bank of Boston 1988 - 1998
Skills
Fixed Income, Financial Services, Corporate Actions, Fund Accounting, Equities, Bloomberg, Risk Management
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1988
MBA, Finance
Stephanie Doane's Investors Bank & Trust Experience 2001 - 2003
Job Portfolio administrator
Industry Financial Services
Experience
Cape Ann Savings Bank March 2015 - Present
Brown Brothers Harriman June 2007 - March 2015
Investors Bank & Trust 2001 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Securities, Financial Services, Alternative Investments, Derivatives, Fund Accounting, Fixed Income, Asset Allocation, Asset Management, Financial Modeling
Education
Suffolk University - Sawyer School of Management 2008 — 2011
MBA, Organizational Behavior
Bryant University 2003 — 2007
Bachelors, Financial Services
Cape Ann Savings Bank March 2015 - Present
Brown Brothers Harriman June 2007 - March 2015
Investors Bank & Trust 2001 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Securities, Financial Services, Alternative Investments, Derivatives, Fund Accounting, Fixed Income, Asset Allocation, Asset Management, Financial Modeling
Education
Suffolk University - Sawyer School of Management 2008 — 2011
MBA, Organizational Behavior
Bryant University 2003 — 2007
Bachelors, Financial Services
Alison (Lindblom) Swallow's Investors Bank & Trust Experience July 1999 - June 2000
Job Financial Services Professional
Industry Financial Services
Experience
Wellington Management July 2007 - December 2008
The Boston Company November 2004 - June 2007
Standish Mellon Asset Management January 2002 - November 2004
Standish Mellon Asset Management June 2000 - January 2002
Investors Bank & Trust July 1999 - June 2000
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Finance
Connecticut College 1995 — 1999
BA, Economics
Wellington Management July 2007 - December 2008
The Boston Company November 2004 - June 2007
Standish Mellon Asset Management January 2002 - November 2004
Standish Mellon Asset Management June 2000 - January 2002
Investors Bank & Trust July 1999 - June 2000
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Finance
Connecticut College 1995 — 1999
BA, Economics
Martin Sullivan's Investors Bank & Trust Experience 1987 - 2006
Job Senior Vice President at State Street Bank
Industry Financial Services
Experience
State Street 2007 - Present
Investors Bank & Trust 1987 - 2006
Skills
Wealth Management..., Institutional..., Trust Services
Education
College of the Holy Cross 1981 — 1985
Bachelor of Arts, Economics
State Street 2007 - Present
Investors Bank & Trust 1987 - 2006
Skills
Wealth Management..., Institutional..., Trust Services
Education
College of the Holy Cross 1981 — 1985
Bachelor of Arts, Economics
Nicholas St.George CRPC®'s Investors Bank & Trust Experience June 2005 - September 2005
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
LPL July 2010 - June 2012
UBS Wealth Management May 2009 - July 2010
Banc of America Investments May 2008 - May 2009
Banc of America Investments September 2005 - May 2008
Investors Bank & Trust June 2005 - September 2005
Skills
Wealth Management, Retirement Income..., Retirement Planning
Education
Bryant University 2001 — 2005
Bachelors, Finance
Mount Saint Charles 1995 — 2001
Merrill Lynch June 2012 - Present
LPL July 2010 - June 2012
UBS Wealth Management May 2009 - July 2010
Banc of America Investments May 2008 - May 2009
Banc of America Investments September 2005 - May 2008
Investors Bank & Trust June 2005 - September 2005
Skills
Wealth Management, Retirement Income..., Retirement Planning
Education
Bryant University 2001 — 2005
Bachelors, Finance
Mount Saint Charles 1995 — 2001
Jim Millard's Investors Bank & Trust Experience October 2001 - July 2004
Job Index Research Analyst at BlackRock
Industry Investment Management
Experience
BlackRock March 2007 - Present
Investors Bank and Trust August 2004 - February 2007
Investors Bank & Trust October 2001 - July 2004
Skills
ETFs, Equities, Alternative Investments, Asset Management, Derivatives, Hedge Funds, Portfolio Management, Asset Allocation, Mutual Funds, Securities, Investment Management, Indexing
Education
California State University-Sacramento 1997 — 1999
BS, Business Management
BlackRock March 2007 - Present
Investors Bank and Trust August 2004 - February 2007
Investors Bank & Trust October 2001 - July 2004
Skills
ETFs, Equities, Alternative Investments, Asset Management, Derivatives, Hedge Funds, Portfolio Management, Asset Allocation, Mutual Funds, Securities, Investment Management, Indexing
Education
California State University-Sacramento 1997 — 1999
BS, Business Management
Jamie Courcey's Investors Bank & Trust Experience July 1996 - July 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust July 1996 - July 2007
Education
Colgate University 1991 — 1995
State Street July 2007 - Present
Investors Bank & Trust July 1996 - July 2007
Education
Colgate University 1991 — 1995
Bill Bandoch's Investors Bank & Trust Experience September 1998 - November 2002
Job Senior Manager at SEI
Industry Financial Services
Experience
SEI January 2003 - Present
Investors Bank & Trust September 1998 - November 2002
The Vanguard Group June 1997 - August 1998
Skills
Equities, Hedge Funds, Mutual Funds, Alternative Investments, Fixed Income, Asset Management, Financial Services, Bloomberg, Asset Allocation, Securities, Series 63, Wealth Management, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Executive MBA
College of the Holy Cross 1993 — 1997
BA, Economics
Saint Joseph's Prep 1989 — 1993
SEI January 2003 - Present
Investors Bank & Trust September 1998 - November 2002
The Vanguard Group June 1997 - August 1998
Skills
Equities, Hedge Funds, Mutual Funds, Alternative Investments, Fixed Income, Asset Management, Financial Services, Bloomberg, Asset Allocation, Securities, Series 63, Wealth Management, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Executive MBA
College of the Holy Cross 1993 — 1997
BA, Economics
Saint Joseph's Prep 1989 — 1993
Kelly MacMullin's Investors Bank & Trust Experience 1998 - 2000
Job at
Industry Education Management
Experience
MacTutor August 2012 - Present
Mount Alvernia High School 2003 - 2012
Fidelity Investments 2000 - 2003
Investors Bank & Trust 1998 - 2000
Skills
Account Management, Teaching, Research
Education
College of the Holy Cross
BA, Mathematics
University of Massachusetts Lowell
MA, Education
MacTutor August 2012 - Present
Mount Alvernia High School 2003 - 2012
Fidelity Investments 2000 - 2003
Investors Bank & Trust 1998 - 2000
Skills
Account Management, Teaching, Research
Education
College of the Holy Cross
BA, Mathematics
University of Massachusetts Lowell
MA, Education
Erikka Marchiano's Investors Bank & Trust Experience June 2006 - June 2007
Job Fund Accountant at Passport Capital
Industry Financial Services
Experience
Passport Capital June 2010 - Present
State Street June 2007 - July 2010
Investors Bank & Trust June 2006 - June 2007
Crush Girlz Clothing December 2004 - May 2006
Skills
Accounting, Alternative Investments, Microsoft Excel, Financial Services, Equities, Mutual Funds, Fund Accounting, Fund Administration, Investments, Corporate Actions, Asset Management, Valuation, Securities, Hedge Funds, Fund Of Funds, Bloomberg, Financial Reporting, Finance, Derivatives, Account Reconciliation, Financial Accounting, Financial Statements, US GAAP, Options, Tax, GAAP, Financial Analysis, Auditing, Swaps, Hedge Accounting, Equity Valuation, Advent, Bonds, Financial Statement..., NAV, Bloomberg Terminal, Fixed Income
Education
California State University-Chico 2002 — 2006
BA, Economics
California State University-Chico 2002 — 2006
Bachelor of Arts (B.A.), Economics
Passport Capital June 2010 - Present
State Street June 2007 - July 2010
Investors Bank & Trust June 2006 - June 2007
Crush Girlz Clothing December 2004 - May 2006
Skills
Accounting, Alternative Investments, Microsoft Excel, Financial Services, Equities, Mutual Funds, Fund Accounting, Fund Administration, Investments, Corporate Actions, Asset Management, Valuation, Securities, Hedge Funds, Fund Of Funds, Bloomberg, Financial Reporting, Finance, Derivatives, Account Reconciliation, Financial Accounting, Financial Statements, US GAAP, Options, Tax, GAAP, Financial Analysis, Auditing, Swaps, Hedge Accounting, Equity Valuation, Advent, Bonds, Financial Statement..., NAV, Bloomberg Terminal, Fixed Income
Education
California State University-Chico 2002 — 2006
BA, Economics
California State University-Chico 2002 — 2006
Bachelor of Arts (B.A.), Economics
Jeremy Greenfield's Investors Bank & Trust Experience August 2000 - June 2002
Job Senior Project Manager Clinical Operations
Industry Hospital & Health Care
Experience
UnitedHealth Group February 2015 - Present
Virginia Hospital and Healthcare Association May 2008 - February 2015
Office of the Lieutenant Governor April 2006 - May 2008
Office of Delegate Dave Albo November 2004 - March 2006
International Republican Institute October 2002 - November 2004
Investors Bank & Trust August 2000 - June 2002
Skills
Fundraising, Healthcare, Policy, Public Health, Healthcare Management, Public Speaking, Program Development, Program Evaluation, Research, Strategic Planning, Hospitals, Process Improvement, Integration, Strategy, Healthcare Industry, Healthcare improvement, Healthcare Reimbursement, Healthcare Analytics, Healthcare Information..., Leadership
Education
Virginia Commonwealth University 2012 — 2014
Master's degree, Health/Health Care Administration/Management
Colby College 1996 — 2000
Bachelor's degree, Physics & Russian
Deerfield Academy 1992 — 1996
UnitedHealth Group February 2015 - Present
Virginia Hospital and Healthcare Association May 2008 - February 2015
Office of the Lieutenant Governor April 2006 - May 2008
Office of Delegate Dave Albo November 2004 - March 2006
International Republican Institute October 2002 - November 2004
Investors Bank & Trust August 2000 - June 2002
Skills
Fundraising, Healthcare, Policy, Public Health, Healthcare Management, Public Speaking, Program Development, Program Evaluation, Research, Strategic Planning, Hospitals, Process Improvement, Integration, Strategy, Healthcare Industry, Healthcare improvement, Healthcare Reimbursement, Healthcare Analytics, Healthcare Information..., Leadership
Education
Virginia Commonwealth University 2012 — 2014
Master's degree, Health/Health Care Administration/Management
Colby College 1996 — 2000
Bachelor's degree, Physics & Russian
Deerfield Academy 1992 — 1996
Justin Pelletier's Investors Bank & Trust Experience 2005 - 2006
Job Valuation Analyst Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC June 2014 - Present
Wellington Management September 2010 - June 2014
Fidelity Investments June 2008 - September 2010
J.P. Morgan 2008 - 2008
Putnam Investments 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Pricing, Securities, Bloomberg Terminal, Portfolio Management, Bonds, Financial Services, Trading, Valuation, Finance, Equity Valuation, Back Office, FINRA, Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Middle Office, Risk Management, Quantitative Analytics, Economics, Credit
Education
Curry College 2000 — 2004
Bachelor, Business: Finance
Bracebridge Capital, LLC June 2014 - Present
Wellington Management September 2010 - June 2014
Fidelity Investments June 2008 - September 2010
J.P. Morgan 2008 - 2008
Putnam Investments 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Pricing, Securities, Bloomberg Terminal, Portfolio Management, Bonds, Financial Services, Trading, Valuation, Finance, Equity Valuation, Back Office, FINRA, Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Middle Office, Risk Management, Quantitative Analytics, Economics, Credit
Education
Curry College 2000 — 2004
Bachelor, Business: Finance
Roberta Likley's Investors Bank & Trust Experience December 2005 - February 2009
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2010 - Present
State Street Corporation February 2009 - July 2010
Investors Bank & Trust December 2005 - February 2009
University of Connecticut September 2004 - September 2005
Naismith Memorial Basketball Hall of Fame January 2004 - September 2004
Brown Brothers Harriman June 1995 - August 2003
Skills
Trading, Strategy, Risk Management, Program Management, Process Improvement, Financial Services, Project Management, Project Planning, Corporate Actions, Foreign Exchange, Business Analysis, Finance, Business Strategy, Analysis, Accounting, Integration, Management, Leadership
Education
The University of Connecticut 2003 — 2005
Master's of Arts, Education; Sport Management & Sociology of
Bryant University 1991 — 1995
Bachelor of Science, Business Administration, Finance
Brown Brothers Harriman October 2010 - Present
State Street Corporation February 2009 - July 2010
Investors Bank & Trust December 2005 - February 2009
University of Connecticut September 2004 - September 2005
Naismith Memorial Basketball Hall of Fame January 2004 - September 2004
Brown Brothers Harriman June 1995 - August 2003
Skills
Trading, Strategy, Risk Management, Program Management, Process Improvement, Financial Services, Project Management, Project Planning, Corporate Actions, Foreign Exchange, Business Analysis, Finance, Business Strategy, Analysis, Accounting, Integration, Management, Leadership
Education
The University of Connecticut 2003 — 2005
Master's of Arts, Education; Sport Management & Sociology of
Bryant University 1991 — 1995
Bachelor of Science, Business Administration, Finance
Amber Esmond's Investors Bank & Trust Experience June 1999 - June 2006
Job Accountant at Thermo Fisher Scientific
Industry Accounting
Experience
Thermo Fisher Scientific September 2013 - Present
Dixon Hughes Goodman LLP September 2011 - September 2013
State Street January 2010 - November 2010
Investors Bank & Trust June 1999 - June 2006
Skills
Corporate Tax, CPA, Tax, Tax Preparation, Tax Accounting, Income Tax, General Ledger, Tax Research, QuickBooks, Financial Accounting, Financial Reporting, Accounting, GAAP, Bookkeeping, Financial Analysis, Account Reconciliation, Microsoft Excel
Education
Western Carolina University 2010 — 2011
Masters Degree, Accountancy
California State University-Sacramento 1997 — 1999
Bachelors, Business Admin - Finance
Thermo Fisher Scientific September 2013 - Present
Dixon Hughes Goodman LLP September 2011 - September 2013
State Street January 2010 - November 2010
Investors Bank & Trust June 1999 - June 2006
Skills
Corporate Tax, CPA, Tax, Tax Preparation, Tax Accounting, Income Tax, General Ledger, Tax Research, QuickBooks, Financial Accounting, Financial Reporting, Accounting, GAAP, Bookkeeping, Financial Analysis, Account Reconciliation, Microsoft Excel
Education
Western Carolina University 2010 — 2011
Masters Degree, Accountancy
California State University-Sacramento 1997 — 1999
Bachelors, Business Admin - Finance
Robin D. Cameron's Investors Bank & Trust Experience March 1997 - November 1998
Job Course Facilitator at Columbia University
Industry Information Services
Experience
Columbia University July 2013 - Present
Columbia University February 2013 - Present
Columbia University September 2010 - February 2013
Muzinich & Co January 2006 - July 2012
Investors Bank & Trust March 1997 - November 1998
The CGM Funds July 1992 - March 1997
Skills
Information Management, Knowledge Management, Content Management, Records Management, Document Management, Research, Writing, Analytical Skills, Editing, Legal Compliance, Digital Marketing, Metadata, Strategy, Policy, Project Management, Social Media Marketing, Analysis, Competitive Intelligence, Web Content Management, Analytics, Content Strategy, Risk Management, Qualitative Research, Technical Writing, E-Learning
Education
Columbia University in the City of New York 2010 — 2013
M.S., Information & Knowledge Strategy
Harvard University
Graduate Certificate, Business Management
University of Colorado Boulder
B.A., History
Columbia University July 2013 - Present
Columbia University February 2013 - Present
Columbia University September 2010 - February 2013
Muzinich & Co January 2006 - July 2012
Investors Bank & Trust March 1997 - November 1998
The CGM Funds July 1992 - March 1997
Skills
Information Management, Knowledge Management, Content Management, Records Management, Document Management, Research, Writing, Analytical Skills, Editing, Legal Compliance, Digital Marketing, Metadata, Strategy, Policy, Project Management, Social Media Marketing, Analysis, Competitive Intelligence, Web Content Management, Analytics, Content Strategy, Risk Management, Qualitative Research, Technical Writing, E-Learning
Education
Columbia University in the City of New York 2010 — 2013
M.S., Information & Knowledge Strategy
Harvard University
Graduate Certificate, Business Management
University of Colorado Boulder
B.A., History
Nicholas Dulger's Investors Bank & Trust Experience April 2006 - July 2007
Job Senior Investment Accountant at Janus Capital Group
Industry Accounting
Experience
Janus Capital Group July 2012 - Present
State Street July 2007 - April 2011
Investors Bank & Trust April 2006 - July 2007
Skills
Fund Accounting, Mutual Funds, General Ledger, Financial Reporting, Hedge Funds, Financial Analysis, Fixed Income, Asset Managment, Financial Statements, Account Reconciliation, GAAP, ETFs, Accruals, SEC filings, Bank Reconciliation, Accounting, US GAAP, Financial Accounting, Financial Modeling, Cash Management, Bloomberg
Education
CSU Sacramento 2003 — 2005
Bachelor, Psychology
Janus Capital Group July 2012 - Present
State Street July 2007 - April 2011
Investors Bank & Trust April 2006 - July 2007
Skills
Fund Accounting, Mutual Funds, General Ledger, Financial Reporting, Hedge Funds, Financial Analysis, Fixed Income, Asset Managment, Financial Statements, Account Reconciliation, GAAP, ETFs, Accruals, SEC filings, Bank Reconciliation, Accounting, US GAAP, Financial Accounting, Financial Modeling, Cash Management, Bloomberg
Education
CSU Sacramento 2003 — 2005
Bachelor, Psychology
Andrew Rautenberg's Investors Bank & Trust Experience June 2006 - December 2006
Job Billing Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2011 - Present
Banc of America Investment Services/Merrill Lynch December 2006 - September 2010
Investors Bank & Trust June 2006 - December 2006
UBS Paine Webber September 2005 - December 2005
Education
Bryant University
BS, Financial Services
Brown Brothers Harriman June 2011 - Present
Banc of America Investment Services/Merrill Lynch December 2006 - September 2010
Investors Bank & Trust June 2006 - December 2006
UBS Paine Webber September 2005 - December 2005
Education
Bryant University
BS, Financial Services
Josh Sisson's Investors Bank & Trust Experience May 2001 - July 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust May 2001 - July 2007
Barclays Global Investors January 2000 - May 2001
Skills
Fixed Income, Securities Lending, Money Market Funds, Derivatives, Swaps, Hedge Funds, Fund Administration, Corporate Actions, Bloomberg, Mutual Funds, Securities, Middle Office, Global Custody, Alternative Investments, Asset Management
Education
CSU Chico
Bachelor of Science, Business Administration - Finance
State Street July 2007 - Present
Investors Bank & Trust May 2001 - July 2007
Barclays Global Investors January 2000 - May 2001
Skills
Fixed Income, Securities Lending, Money Market Funds, Derivatives, Swaps, Hedge Funds, Fund Administration, Corporate Actions, Bloomberg, Mutual Funds, Securities, Middle Office, Global Custody, Alternative Investments, Asset Management
Education
CSU Chico
Bachelor of Science, Business Administration - Finance
Ryan O'Riordan's Investors Bank & Trust Experience September 2007 - November 2008
Job Distribution Support Tech at NSTAR, a Northeast Utilities Operating Company
Industry Environmental Services
Experience
NSTAR, a Northeast Utilities Operating Company August 2014 - Present
Feeney Brothers Excavation September 2012 - Present
H&S Environmental August 2011 - August 2012
Boylston Development March 2008 - August 2011
Investors Bank & Trust September 2007 - November 2008
Skills
Contract Management, Microsoft Office, Excel, Contract Negotiation, Word, Administration, Customer Service, PowerPoint, Outlook, Procurement, Negotiation, Budgeting
Education
Bryant University 2002 — 2006
Bachelors, Finance
NSTAR, a Northeast Utilities Operating Company August 2014 - Present
Feeney Brothers Excavation September 2012 - Present
H&S Environmental August 2011 - August 2012
Boylston Development March 2008 - August 2011
Investors Bank & Trust September 2007 - November 2008
Skills
Contract Management, Microsoft Office, Excel, Contract Negotiation, Word, Administration, Customer Service, PowerPoint, Outlook, Procurement, Negotiation, Budgeting
Education
Bryant University 2002 — 2006
Bachelors, Finance
Jason Leake's Investors Bank & Trust Experience January 2001 - July 2007
Job Sr. Manager Global Investment Control
Industry Financial Services
Experience
Capital Group July 2014 - Present
State Street Bank July 2007 - June 2014
Investors Bank & Trust January 2001 - July 2007
Barclays Global Investors November 1998 - January 2001
Skills
Derivatives, Fixed Income, Middle Office, Credit Derivatives, Collateral Management, Business Analysis, Relationship Management, Interest Rate..., SWIFT payments, Process Improvement, Back Office, Equities, Hedge Funds, Bloomberg, Securities, Capital Markets, FX Options, Financial Markets, Settlement, Mutual Funds, Asset Management, Investments, Swaps, Financial Services, Corporate Actions
Education
California State University-Sacramento 1995 — 1998
Bachelor of Science (BS), Finance
Capital Group July 2014 - Present
State Street Bank July 2007 - June 2014
Investors Bank & Trust January 2001 - July 2007
Barclays Global Investors November 1998 - January 2001
Skills
Derivatives, Fixed Income, Middle Office, Credit Derivatives, Collateral Management, Business Analysis, Relationship Management, Interest Rate..., SWIFT payments, Process Improvement, Back Office, Equities, Hedge Funds, Bloomberg, Securities, Capital Markets, FX Options, Financial Markets, Settlement, Mutual Funds, Asset Management, Investments, Swaps, Financial Services, Corporate Actions
Education
California State University-Sacramento 1995 — 1998
Bachelor of Science (BS), Finance
Jason Conlin's Investors Bank & Trust Experience 1998 - 2001
Job Operations Manager at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates 2001 - Present
Investors Bank & Trust 1998 - 2001
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.)
Bridgewater Associates 2001 - Present
Investors Bank & Trust 1998 - 2001
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY