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
Andy Nesvet Andy Nesvet's Investors Bank & Trust Experience April 1996 - July 2007
Job Managing Director Citi Securities and Fund Services
Industry Financial Services
Experience
Citi March 2010 - Present
State Street Corporation April 1996 - December 2008
Investors Bank & Trust April 1996 - July 2007
The Metropolitan Companies, Inc. 1993 - 1996
Spaulding & Slye 1991 - 1993
Aldrich, Eastman & Waltch (AEW) 1987 - 1991
Arthur Andersen & Co. 1979 - 1984
Skills
Cross Selling, CRM, Alternative Investments, Investments, Hedge Funds, Strategy, Financial Services, Relationship Management, Finance, New Business Development, Mutual Funds, Management
Education
Isenberg School of Management, UMass Amherst 1975 — 1979
BA, Accounting - Cum Laude
Citi March 2010 - Present
State Street Corporation April 1996 - December 2008
Investors Bank & Trust April 1996 - July 2007
The Metropolitan Companies, Inc. 1993 - 1996
Spaulding & Slye 1991 - 1993
Aldrich, Eastman & Waltch (AEW) 1987 - 1991
Arthur Andersen & Co. 1979 - 1984
Skills
Cross Selling, CRM, Alternative Investments, Investments, Hedge Funds, Strategy, Financial Services, Relationship Management, Finance, New Business Development, Mutual Funds, Management
Education
Isenberg School of Management, UMass Amherst 1975 — 1979
BA, Accounting - Cum Laude
Elliot Gnedy Elliot Gnedy's Investors Bank & Trust Experience August 2003 - June 2004
Job Director Commercial Finance at FuelCell Energy
Industry Investment Banking
Experience
FuelCell Energy January 2013 - Present
Global Capital Finance June 2010 - January 2013
Global Capital Finance June 2009 - August 2009
Ernst & Young June 2004 - July 2008
Investors Bank & Trust August 2003 - June 2004
PricewaterhouseCoopers June 2002 - July 2002
Skills
Valuation, Private Equity, Venture Capital, Renewable Energy, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Lehigh University - College of Business and Economics 1999 — 2003
FuelCell Energy January 2013 - Present
Global Capital Finance June 2010 - January 2013
Global Capital Finance June 2009 - August 2009
Ernst & Young June 2004 - July 2008
Investors Bank & Trust August 2003 - June 2004
PricewaterhouseCoopers June 2002 - July 2002
Skills
Valuation, Private Equity, Venture Capital, Renewable Energy, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Lehigh University - College of Business and Economics 1999 — 2003
Nathan Sargent, MBA Nathan Sargent, MBA's Investors Bank & Trust Experience October 2004 - July 2006
Job Account Director: Tribune Publishing National Sales
Industry Marketing and Advertising
Experience
Tribune Publishing October 2014 - Present
OmnicomMediaGroup USA September 2011 - June 2014
FCB Global March 2008 - September 2011
OMD International August 2006 - March 2008
Investors Bank & Trust October 2004 - July 2006
Skills
Media Planning, Media Buying, Advertising, Digital Strategy, Integrated Marketing, Interactive Marketing, Mobile Advertising, Media Strategy, Mobile Marketing, Digital Marketing, Digital Media, Brand Management, Social Media Marketing, Direct Marketing, SEM, Marketing Communications, Email Marketing, Brand Development, comScore, Marketing Strategy, Marketing Management, Product Marketing, Corporate Branding, Strategic Communications, International Marketing, Brand Developement, Brand Equity, Project Management, Event Management, Account Management, Cross-functional Team..., Thought Leadership, Supervisory Experience, Business Strategy, Operations Management, International Finance, Investment Banking, Trade Finance, Risk Management, Managerial Finance, Corporate Social..., Social Media, Creative Strategy, Global Strategy, Global Marketing, International Business, New Business Development, Business Growth..., Cross Functional Team..., Search Advertising
Education
Quinlan School of Business, Loyola University Chicago
MBA, Marketing & International Business
University of Massachusetts at Amherst - Isenberg School of Management
BA, Economics, Marketing & Management
Tribune Publishing October 2014 - Present
OmnicomMediaGroup USA September 2011 - June 2014
FCB Global March 2008 - September 2011
OMD International August 2006 - March 2008
Investors Bank & Trust October 2004 - July 2006
Skills
Media Planning, Media Buying, Advertising, Digital Strategy, Integrated Marketing, Interactive Marketing, Mobile Advertising, Media Strategy, Mobile Marketing, Digital Marketing, Digital Media, Brand Management, Social Media Marketing, Direct Marketing, SEM, Marketing Communications, Email Marketing, Brand Development, comScore, Marketing Strategy, Marketing Management, Product Marketing, Corporate Branding, Strategic Communications, International Marketing, Brand Developement, Brand Equity, Project Management, Event Management, Account Management, Cross-functional Team..., Thought Leadership, Supervisory Experience, Business Strategy, Operations Management, International Finance, Investment Banking, Trade Finance, Risk Management, Managerial Finance, Corporate Social..., Social Media, Creative Strategy, Global Strategy, Global Marketing, International Business, New Business Development, Business Growth..., Cross Functional Team..., Search Advertising
Education
Quinlan School of Business, Loyola University Chicago
MBA, Marketing & International Business
University of Massachusetts at Amherst - Isenberg School of Management
BA, Economics, Marketing & Management
Brandon Meredith Brandon Meredith's Investors Bank & Trust Experience May 2004 - May 2005
Job Senior Data Analyst
Industry Information Technology and Services
Experience
Zynga July 2015 - Present
HackerRank August 2014 - June 2015
CAbi Clothing January 2014 - July 2014
Investors Bank & Trust May 2004 - May 2005
Harvard Medical School/Centers for Disease Control 2003 - 2004
Research Unit on Vehicle-Infrastructure-Driver Interactions 2002 - 2002
Skills
Statistics, Analysis, Data Analysis, Finance, Machine Learning, R, Mathematics, Communication Skills, Numerical Analysis, Microsoft Office, Research, Mathematical Modeling, Applied Mathematics, Mathematica, Java, Matlab, Maple, Teamwork, Economics, d3.js, HTML 5, JavaScript, Android SDK, Fortran, SQL, VBA, Data Mining, Algorithms, LaTeX
Education
University of California, San Diego 2007 — 2013
Doctor of Philosophy (PhD), Mathematics: Algebraic Geometry, GPA: 3.74
Georgia State University 2005 — 2007
Master of Science (MS), Mathematics: Commutative Algebra
Georgia Institute of Technology 1998 — 2003
Bachelor of Science (B.S.), Applied Mathematics
Universite de Technologie de Compiegne 2001 — 2002
Study Abroad, Mathematics
Zynga July 2015 - Present
HackerRank August 2014 - June 2015
CAbi Clothing January 2014 - July 2014
Investors Bank & Trust May 2004 - May 2005
Harvard Medical School/Centers for Disease Control 2003 - 2004
Research Unit on Vehicle-Infrastructure-Driver Interactions 2002 - 2002
Skills
Statistics, Analysis, Data Analysis, Finance, Machine Learning, R, Mathematics, Communication Skills, Numerical Analysis, Microsoft Office, Research, Mathematical Modeling, Applied Mathematics, Mathematica, Java, Matlab, Maple, Teamwork, Economics, d3.js, HTML 5, JavaScript, Android SDK, Fortran, SQL, VBA, Data Mining, Algorithms, LaTeX
Education
University of California, San Diego 2007 — 2013
Doctor of Philosophy (PhD), Mathematics: Algebraic Geometry, GPA: 3.74
Georgia State University 2005 — 2007
Master of Science (MS), Mathematics: Commutative Algebra
Georgia Institute of Technology 1998 — 2003
Bachelor of Science (B.S.), Applied Mathematics
Universite de Technologie de Compiegne 2001 — 2002
Study Abroad, Mathematics
Stephen Maltzman, CPA Stephen Maltzman, CPA's Investors Bank & Trust Experience July 2006 - June 2007
Job Senior Tax Accountant at Denham Capital
Industry Accounting
Experience
Denham Capital October 2014 - Present
EY January 2011 - October 2014
Lexington Insurance Company July 2007 - November 2009
Investors Bank & Trust July 2006 - June 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Microsoft Excel, Fund Accounting, Financial Statements, Data Analysis, CPA, Tax
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MS/MBA, Accounting/Business Administration
University of Rochester 2002 — 2006
BA, Economics
BCHS
Denham Capital October 2014 - Present
EY January 2011 - October 2014
Lexington Insurance Company July 2007 - November 2009
Investors Bank & Trust July 2006 - June 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Microsoft Excel, Fund Accounting, Financial Statements, Data Analysis, CPA, Tax
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MS/MBA, Accounting/Business Administration
University of Rochester 2002 — 2006
BA, Economics
BCHS
Colleen Hall's Investors Bank & Trust Experience February 2007 - June 2007
Job Social Impact Analyst: Leveraging social innovators to influence a strong social and cultural impact
Industry Financial Services
Experience
TED Conferences 2015 - Present
Emily’s Social Kitchen Ltd 2014 - Present
Emily's Social Kitchen Ltd. June 2010 - 2015
Tufts Center for the Study of Drug Develoment October 2011 - 2012
Brown Brothers Harriman June 2007 - October 2009
Investors Bank & Trust February 2007 - June 2007
Eaton Vance January 2006 - February 2007
Training Express 2005 - 2006
Tufts University Daily Newspaper April 2004 - June 2005
Gap Inc./Banana Republic May 2003 - September 2004
Skills
PowerPoint, Excel, Word, Customer Service, Research, Analysis, Microsoft Office, Outlook, Spanish, Economics, Data Analysis, Social Media, Spreadsheets, Retail, Entrepreneurship, Microsoft Excel, Management
Education
Harvard University 2010 — 2010
Management Courses
Tufts University 2001 — 2005
BA, Economics
Syracuse University in Madrid 2003 — 2004
Spanish
Suffolk University Madrid 2002 — 2002
Tufts University
Tufts CSDD Postgraduate Course in Clinical Pharmacology, Drug Development and Regulation
TED Conferences 2015 - Present
Emily’s Social Kitchen Ltd 2014 - Present
Emily's Social Kitchen Ltd. June 2010 - 2015
Tufts Center for the Study of Drug Develoment October 2011 - 2012
Brown Brothers Harriman June 2007 - October 2009
Investors Bank & Trust February 2007 - June 2007
Eaton Vance January 2006 - February 2007
Training Express 2005 - 2006
Tufts University Daily Newspaper April 2004 - June 2005
Gap Inc./Banana Republic May 2003 - September 2004
Skills
PowerPoint, Excel, Word, Customer Service, Research, Analysis, Microsoft Office, Outlook, Spanish, Economics, Data Analysis, Social Media, Spreadsheets, Retail, Entrepreneurship, Microsoft Excel, Management
Education
Harvard University 2010 — 2010
Management Courses
Tufts University 2001 — 2005
BA, Economics
Syracuse University in Madrid 2003 — 2004
Spanish
Suffolk University Madrid 2002 — 2002
Tufts University
Tufts CSDD Postgraduate Course in Clinical Pharmacology, Drug Development and Regulation
Brant Hughes Brant Hughes's Investors Bank & Trust Experience July 2005 - June 2007
Job Senior Associate at Mercer Human Resource Consulting
Industry Information Technology and Services
Experience
Mercer Investment Consulting July 2007 - Present
Investors Bank & Trust July 2005 - June 2007
Deutsche Bank June 2000 - May 2005
Skills
Investments, Performance Management, Defined Benefit, Organizational Design, Financial Modeling, Strategy, Pensions, Financial Analysis, Talent Management, Mergers & Acquisitions, Equities, Employee Benefits, Strategic Planning, Management Consulting
Education
Gettysburg College 1993 — 2007
Mercer Investment Consulting July 2007 - Present
Investors Bank & Trust July 2005 - June 2007
Deutsche Bank June 2000 - May 2005
Skills
Investments, Performance Management, Defined Benefit, Organizational Design, Financial Modeling, Strategy, Pensions, Financial Analysis, Talent Management, Mergers & Acquisitions, Equities, Employee Benefits, Strategic Planning, Management Consulting
Education
Gettysburg College 1993 — 2007
Maria (Valente) Ardizzoni Maria (Valente) Ardizzoni's Investors Bank & Trust Experience June 2006 - May 2007
Job Marketing at DENTSPLY Implants
Industry Medical Devices
Experience
DENTSPLY Implants May 2007 - Present
Investors Bank & Trust June 2006 - May 2007
Cosentini Associates May 2005 - June 2006
IXIS Asset Management May 2003 - May 2005
Skills
Project Management, Marketing Communications, Corporate Branding, Competitor Reseach, Microsoft Office, InDesign, Salesforce.com, Proficient in Italian, Basic Spanish
Education
Lasell College 2008 — 2011
Masters, Marketing
Suffolk University 2001 — 2005
BSBA, Marketing
Arlington Catholic 1997 — 2001
High School Diploma
DENTSPLY Implants May 2007 - Present
Investors Bank & Trust June 2006 - May 2007
Cosentini Associates May 2005 - June 2006
IXIS Asset Management May 2003 - May 2005
Skills
Project Management, Marketing Communications, Corporate Branding, Competitor Reseach, Microsoft Office, InDesign, Salesforce.com, Proficient in Italian, Basic Spanish
Education
Lasell College 2008 — 2011
Masters, Marketing
Suffolk University 2001 — 2005
BSBA, Marketing
Arlington Catholic 1997 — 2001
High School Diploma
Hedda Royce's Investors Bank & Trust Experience August 2001 - October 2002
Job President GLOVES | Fitness Apparel Manufacturer | Glove Manufacturer | Women's Fitness Fashion | Fitness Expert
Industry Health, Wellness and Fitness
Experience
Bowtie Affaire January 2015 - Present
G-LOVES November 2009 - Present
Hedda Royce Designs, Inc. 2006 - Present
Gold's Gym April 2010 - February 2012
The Fitness Edge April 2004 - November 2009
Investors Bank & Trust August 2001 - October 2002
Skills
Fitness, PowerPoint, Fashion Design, Personal Training, Pilates, Painting, Fashion Manufacturing, Wellness, Fitness Training, Exercise, Manufacturing, Sports Industry, Social Media Development, Fashion Retail, Gloves, Accessory Design, Product Marketing, Voice Over, Voice Acting, Public Speaking, Wellness Coaching, Lifestyle Coaching, Healthy Lifestyle, Sports Nutrition, Leadership, Social Media, Marketing, Social Media Marketing, Fashion, Advertising, Nutrition, Nutritional Counseling
Education
Fairfield University 2003 — 2005
MBA, Finance
Tufts University 1997 — 2001
BA, Economics and International Relations
Universidad Autónoma de Madrid 1999 — 2000
Finance
Bowtie Affaire January 2015 - Present
G-LOVES November 2009 - Present
Hedda Royce Designs, Inc. 2006 - Present
Gold's Gym April 2010 - February 2012
The Fitness Edge April 2004 - November 2009
Investors Bank & Trust August 2001 - October 2002
Skills
Fitness, PowerPoint, Fashion Design, Personal Training, Pilates, Painting, Fashion Manufacturing, Wellness, Fitness Training, Exercise, Manufacturing, Sports Industry, Social Media Development, Fashion Retail, Gloves, Accessory Design, Product Marketing, Voice Over, Voice Acting, Public Speaking, Wellness Coaching, Lifestyle Coaching, Healthy Lifestyle, Sports Nutrition, Leadership, Social Media, Marketing, Social Media Marketing, Fashion, Advertising, Nutrition, Nutritional Counseling
Education
Fairfield University 2003 — 2005
MBA, Finance
Tufts University 1997 — 2001
BA, Economics and International Relations
Universidad Autónoma de Madrid 1999 — 2000
Finance
Derek Sawyer Derek Sawyer's Investors Bank & Trust Experience 1994 - 1996
Job VP, Regional Manager at Washington Trust Mortgage Company
Industry Financial Services
Experience
Washington Trust Mortgage Company January 2011 - Present
Bank of America April 2005 - December 2010
Boston Mortgage Consultants September 2004 - April 2005
Fleet Bank September 2002 - September 2004
Hollister, Inc January 2000 - September 2002
State Street January 1998 - January 2000
First Data Corporation 1997 - 1998
PanAgora Asset Management 1996 - 1997
Investors Bank & Trust 1994 - 1996
Skills
Investments, Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, FHA, Coaching, Banking, Refinance, Credit Analysis, Residential Mortgages
Education
Suffolk University 1996 — 1998
M.B.A.
Keene State College 1989 — 1993
B.S., Management
Gilford High School 1985 — 1989
Washington Trust Mortgage Company January 2011 - Present
Bank of America April 2005 - December 2010
Boston Mortgage Consultants September 2004 - April 2005
Fleet Bank September 2002 - September 2004
Hollister, Inc January 2000 - September 2002
State Street January 1998 - January 2000
First Data Corporation 1997 - 1998
PanAgora Asset Management 1996 - 1997
Investors Bank & Trust 1994 - 1996
Skills
Investments, Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, FHA, Coaching, Banking, Refinance, Credit Analysis, Residential Mortgages
Education
Suffolk University 1996 — 1998
M.B.A.
Keene State College 1989 — 1993
B.S., Management
Gilford High School 1985 — 1989
Koren McDaniel Koren McDaniel's Investors Bank & Trust Experience 2002 - September 2004
Job Regional Sales Manager EF Johnson Technologies
Industry Telecommunications
Experience
EF Johnson Technologies, Inc. June 2015 - Present
EF Johnson Technologies, Inc. February 2015 - Present
InterAct Public Safety December 2008 - February 2015
Investors Bank & Trust 2002 - September 2004
Barclays Global Investments 2000 - 2002
Wells Fargo -(Formerly Wachovia Bank and Trust) 1999 - 2000
Skills
Salesforce.com, SaaS, Solution Selling, Cloud Computing, Sales Process, Direct Sales, Account Management, Team Building, Selling, Professional Services, B2B, Training, Telecommunications, New Business Development, Enterprise Software, Security, Strategic Partnerships, Channel Partners, Program Management, Telephony, Sales Operations, Leadership, Lead Generation, Integration, Management, Sales Presentations, CRM, Business Development, Product Marketing, Wireless, Sales, Public Sector
Education
High Point University 1994 — 1998
Bachelor of Science - International Business, Minor - German
Cedar Cliff High School 1990 — 1994
ACS Hillingdon International School - England 1991 — 1991
EF Johnson Technologies, Inc. June 2015 - Present
EF Johnson Technologies, Inc. February 2015 - Present
InterAct Public Safety December 2008 - February 2015
Investors Bank & Trust 2002 - September 2004
Barclays Global Investments 2000 - 2002
Wells Fargo -(Formerly Wachovia Bank and Trust) 1999 - 2000
Skills
Salesforce.com, SaaS, Solution Selling, Cloud Computing, Sales Process, Direct Sales, Account Management, Team Building, Selling, Professional Services, B2B, Training, Telecommunications, New Business Development, Enterprise Software, Security, Strategic Partnerships, Channel Partners, Program Management, Telephony, Sales Operations, Leadership, Lead Generation, Integration, Management, Sales Presentations, CRM, Business Development, Product Marketing, Wireless, Sales, Public Sector
Education
High Point University 1994 — 1998
Bachelor of Science - International Business, Minor - German
Cedar Cliff High School 1990 — 1994
ACS Hillingdon International School - England 1991 — 1991
Cathy Loi-Vu's Investors Bank & Trust Experience February 2007 - June 2007
Job Securities Operations Analyst at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services May 2011 - Present
John Hancock Financial Services September 2007 - April 2011
Investors Bank & Trust February 2007 - June 2007
Skills
Financial Services, Securities, Mutual Funds, Financial Analysis, Accounting, Finance, Financial Reporting, Microsoft Excel, Analysis, Bloomberg, Equities, Financial Planning, Fixed Income, Financial Modeling
Education
Endicott College 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (B.S.), Hospitality Administration/Management
Boston Latin Academy 1997 — 2002
High School Diploma
John Hancock Financial Services May 2011 - Present
John Hancock Financial Services September 2007 - April 2011
Investors Bank & Trust February 2007 - June 2007
Skills
Financial Services, Securities, Mutual Funds, Financial Analysis, Accounting, Finance, Financial Reporting, Microsoft Excel, Analysis, Bloomberg, Equities, Financial Planning, Fixed Income, Financial Modeling
Education
Endicott College 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (B.S.), Hospitality Administration/Management
Boston Latin Academy 1997 — 2002
High School Diploma
Larissa Leigh Haynes Larissa Leigh Haynes's Investors Bank & Trust Experience September 1999 - November 2000
Job Sales Manager VP at Great Locations Real Estate, Inc
Industry Real Estate
Experience
Great Locations Real Estate, Inc April 2014 - Present
Self Employed May 2012 - Present
Stone Coast Fund Services September 2008 - July 2012
Citi February 2007 - September 2008
Citi March 2006 - February 2007
Liberty Financial Companies November 2000 - August 2001
Investors Bank & Trust September 1999 - November 2000
Skills
Hedge Funds, Process Improvement, Microsoft Excel, Mutual Funds, Project Management, Management, Financial Services, Fund Accounting, Risk Management, Customer Service, Fund Administration, Wellness Coaching, Financial Analysis, Yoga, Microsoft Word, Public Speaking, Auditing, Leadership, Healing, Coaching, Wellness, Lifestyle, Spirituality, Spiritual Counselor, Spiritual Teacher, Holistic Health, Employee Wellness..., Employee Wellness, Lifestyle Coaching, Life Coaching, Nutrition, Nutritional Counseling, Fitness, Personal Development, Meditation, Stress Management, Wellbeing, Stress, Supplements, Leadership Development, Weight, Building Relationships, Health Promotion, Accounting, Time Management, Finance, Marketing, Social Media
Education
Dennis Yarmouth Regional HS
Dickinson College 1995 — 1999
Religion, Eastern Philosophies
Institute for Integrative Nutrition (IIN) 2012 — 2013
Health Coaching, Holistic Health
Great Locations Real Estate, Inc April 2014 - Present
Self Employed May 2012 - Present
Stone Coast Fund Services September 2008 - July 2012
Citi February 2007 - September 2008
Citi March 2006 - February 2007
Liberty Financial Companies November 2000 - August 2001
Investors Bank & Trust September 1999 - November 2000
Skills
Hedge Funds, Process Improvement, Microsoft Excel, Mutual Funds, Project Management, Management, Financial Services, Fund Accounting, Risk Management, Customer Service, Fund Administration, Wellness Coaching, Financial Analysis, Yoga, Microsoft Word, Public Speaking, Auditing, Leadership, Healing, Coaching, Wellness, Lifestyle, Spirituality, Spiritual Counselor, Spiritual Teacher, Holistic Health, Employee Wellness..., Employee Wellness, Lifestyle Coaching, Life Coaching, Nutrition, Nutritional Counseling, Fitness, Personal Development, Meditation, Stress Management, Wellbeing, Stress, Supplements, Leadership Development, Weight, Building Relationships, Health Promotion, Accounting, Time Management, Finance, Marketing, Social Media
Education
Dennis Yarmouth Regional HS
Dickinson College 1995 — 1999
Religion, Eastern Philosophies
Institute for Integrative Nutrition (IIN) 2012 — 2013
Health Coaching, Holistic Health
Timothy Burke Timothy Burke's Investors Bank & Trust Experience August 2005 - March 2006
Job Assistant Manager, Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners February 2014 - Present
Wellington Management Company, LLP January 2008 - October 2013
State Street June 2007 - December 2007
Investor's Bank and Trust April 2006 - May 2007
Investors Bank & Trust August 2005 - March 2006
Investor's Bank and Trust June 2005 - August 2005
Investors Bank & Trust August 2003 - June 2005
Skills
Fixed Income, Equities, Account Reconciliation, Cash Management, Financial Services, Global Custody, Asset Managment, Process Improvement, Fund Accounting, Mutual Funds, Corporate Finance, Repatriation, Investment Management, Cash Flow, UCITS, Fund Of Funds, Manage Client..., Superior Client Service, Internal Audit, Hedge Funds, Foreign Currency, Private Equity, Benchmarking, Diversification, Financial Reporting, MS Excel Pivot Tables
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
Stonehill College 1999 — 2003
Bachelor of Science (BS), Business Administration with a concentration in Finance
HarbourVest Partners February 2014 - Present
Wellington Management Company, LLP January 2008 - October 2013
State Street June 2007 - December 2007
Investor's Bank and Trust April 2006 - May 2007
Investors Bank & Trust August 2005 - March 2006
Investor's Bank and Trust June 2005 - August 2005
Investors Bank & Trust August 2003 - June 2005
Skills
Fixed Income, Equities, Account Reconciliation, Cash Management, Financial Services, Global Custody, Asset Managment, Process Improvement, Fund Accounting, Mutual Funds, Corporate Finance, Repatriation, Investment Management, Cash Flow, UCITS, Fund Of Funds, Manage Client..., Superior Client Service, Internal Audit, Hedge Funds, Foreign Currency, Private Equity, Benchmarking, Diversification, Financial Reporting, MS Excel Pivot Tables
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
Stonehill College 1999 — 2003
Bachelor of Science (BS), Business Administration with a concentration in Finance
Jason Cardosi Jason Cardosi's Investors Bank & Trust Experience June 2004 - September 2005
Job Strategic Account Manager / Fleet Operations Consultant
Industry Automotive
Experience
TSD Inc. March 2014 - Present
Brine Group April 2013 - December 2013
Enterprise Rent-A-Car 2005 - 2012
Investors Bank & Trust June 2004 - September 2005
Education
Green Mountain College 2000 — 2004
Bachelor of Business Administration (BBA), International Business
TSD Inc. March 2014 - Present
Brine Group April 2013 - December 2013
Enterprise Rent-A-Car 2005 - 2012
Investors Bank & Trust June 2004 - September 2005
Education
Green Mountain College 2000 — 2004
Bachelor of Business Administration (BBA), International Business
Keith Larson Keith Larson's Investors Bank & Trust Experience March 2004 - December 2006
Job Vice President Alternative Investments at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman May 2010 - Present
Ernst & Young February 2009 - July 2010
HarbourVest Partners January 2006 - February 2009
Investors Bank & Trust March 2004 - December 2006
KPMG 1999 - 2004
McGladrey 1997 - 1999
Skills
Alternative Investments, Financial Services, Tax, Accounting, Hedge Funds, Financial Statements, Financial Reporting, International Tax
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MST, Taxation
Worcester State University 1993 — 1997
Brown Brothers Harriman May 2010 - Present
Ernst & Young February 2009 - July 2010
HarbourVest Partners January 2006 - February 2009
Investors Bank & Trust March 2004 - December 2006
KPMG 1999 - 2004
McGladrey 1997 - 1999
Skills
Alternative Investments, Financial Services, Tax, Accounting, Hedge Funds, Financial Statements, Financial Reporting, International Tax
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MST, Taxation
Worcester State University 1993 — 1997
Joanne Beck Moretsky Joanne Beck Moretsky's Investors Bank & Trust Experience 2000 - 2002
Job Senior Manager, International Talent Acquisition at Raytheon
Industry Defense & Space
Experience
Raytheon November 2013 - Present
RDK Engineers May 2013 - November 2013
The Cadmus Group, Inc. February 2013 - April 2013
CDM Smith 2005 - January 2013
Liberty Mutual Group June 2004 - November 2005
Human Resources Consultant September 2002 - June 2004
Investors Bank & Trust 2000 - 2002
Norrell Staffing Services August 1997 - September 2000
Skills
Talent Acquisition, Human Resources, Recruiting, Temporary Placement, HR Consulting, Global Recruiting, Global Sourcing, Technical Recruiting, Applicant Tracking..., Temporary Staffing, Consulting, Integrity, Talent Management, Training, College Recruiting, Workforce Planning, Internet Recruiting, Sourcing, Deferred Compensation, Benefits Negotiation, Personnel Management, Executive Search, Interviews, HRIS, Succession Planning, Performance Management, Contract Recruitment, HR Policies, Employee Relations, Screening Resumes, Employee Engagement, New Hire Orientations, Employer Branding, Screening, Job Descriptions, Performance Appraisal
Education
Eastern Michigan University
MA, Counseling
Southern Connecticut State University
BS, English
Raytheon November 2013 - Present
RDK Engineers May 2013 - November 2013
The Cadmus Group, Inc. February 2013 - April 2013
CDM Smith 2005 - January 2013
Liberty Mutual Group June 2004 - November 2005
Human Resources Consultant September 2002 - June 2004
Investors Bank & Trust 2000 - 2002
Norrell Staffing Services August 1997 - September 2000
Skills
Talent Acquisition, Human Resources, Recruiting, Temporary Placement, HR Consulting, Global Recruiting, Global Sourcing, Technical Recruiting, Applicant Tracking..., Temporary Staffing, Consulting, Integrity, Talent Management, Training, College Recruiting, Workforce Planning, Internet Recruiting, Sourcing, Deferred Compensation, Benefits Negotiation, Personnel Management, Executive Search, Interviews, HRIS, Succession Planning, Performance Management, Contract Recruitment, HR Policies, Employee Relations, Screening Resumes, Employee Engagement, New Hire Orientations, Employer Branding, Screening, Job Descriptions, Performance Appraisal
Education
Eastern Michigan University
MA, Counseling
Southern Connecticut State University
BS, English
Carol Nicholls Carol Nicholls's Investors Bank & Trust Experience June 2003 - July 2007
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street 2013 - Present
State Street July 2007 - December 2013
Investors Bank & Trust June 2003 - July 2007
Skills
Financial Services, Corporate Actions, Mutual Funds, Fixed Income, Fund Accounting, Portfolio Management, Equities, Bloomberg, Advent, Performance Management, Process Improvement, Financial Analysis, Asset Management
Education
Harvard Extension School
Bachelor of Liberal Arts in Extension Studies cum laude, Economics
State Street 2013 - Present
State Street July 2007 - December 2013
Investors Bank & Trust June 2003 - July 2007
Skills
Financial Services, Corporate Actions, Mutual Funds, Fixed Income, Fund Accounting, Portfolio Management, Equities, Bloomberg, Advent, Performance Management, Process Improvement, Financial Analysis, Asset Management
Education
Harvard Extension School
Bachelor of Liberal Arts in Extension Studies cum laude, Economics
Ronald Mead Ronald Mead's Investors Bank & Trust Experience September 1998 - July 2007
Job Financial West Group
Industry Financial Services
Experience
Financial West Group June 2014 - Present
Primerica November 2011 - March 2014
Venture Financial Svcs February 2012 - July 2012
State Street June 2007 - August 2010
Investors Bank & Trust September 1998 - July 2007
BankBoston October 1985 - April 1993
Skills
Investments, Customer Service, Trading, Securities, Fixed Income, Client Service, Insurance, Reconciliation, Corporate Actions, Settlement, Equities, Settlements, Mutual Funds, Accounting, Account Reconciliation, Financial Services, Finance
Education
Utah State University 1975 — 1978
BS, Environmental Studies
Dean College 1972 — 1974
AA, Liberal Studies
Financial West Group June 2014 - Present
Primerica November 2011 - March 2014
Venture Financial Svcs February 2012 - July 2012
State Street June 2007 - August 2010
Investors Bank & Trust September 1998 - July 2007
BankBoston October 1985 - April 1993
Skills
Investments, Customer Service, Trading, Securities, Fixed Income, Client Service, Insurance, Reconciliation, Corporate Actions, Settlement, Equities, Settlements, Mutual Funds, Accounting, Account Reconciliation, Financial Services, Finance
Education
Utah State University 1975 — 1978
BS, Environmental Studies
Dean College 1972 — 1974
AA, Liberal Studies
Gary Vogel Gary Vogel's Investors Bank & Trust Experience 1997 - 2001
Job Managing Partner at East Coast Nurseries, Inc.
Industry Farming
Experience
East Coast Nurseries, Inc. June 2002 - Present
Renaissance Technologies LLC 2001 - 2002
Investors Bank & Trust 1997 - 2001
BPB Associates, LLP 1993 - 1997
Bankers Trust 1992 - 1993
Skills
Sales Management, Strategic Planning, Team Building, Product Development, New Business Development, Business Strategy, Program Management, Sales, Management, Strategy, Entrepreneurship, Inventory Management, Budgets, Customer Satisfaction, Business Planning, Start-ups, Marketing Strategy, Mergers & Acquisitions, Retail, Customer Service, Purchasing, Marketing, Sales Operations, Negotiation
Education
Hofstra University 1979 — 1983
B.S., Computer Science
Hofstra University 1978 — 1983
BS, Computer Science
East Coast Nurseries, Inc. June 2002 - Present
Renaissance Technologies LLC 2001 - 2002
Investors Bank & Trust 1997 - 2001
BPB Associates, LLP 1993 - 1997
Bankers Trust 1992 - 1993
Skills
Sales Management, Strategic Planning, Team Building, Product Development, New Business Development, Business Strategy, Program Management, Sales, Management, Strategy, Entrepreneurship, Inventory Management, Budgets, Customer Satisfaction, Business Planning, Start-ups, Marketing Strategy, Mergers & Acquisitions, Retail, Customer Service, Purchasing, Marketing, Sales Operations, Negotiation
Education
Hofstra University 1979 — 1983
B.S., Computer Science
Hofstra University 1978 — 1983
BS, Computer Science
Stephen DeSalvo Stephen DeSalvo's Investors Bank & Trust Experience August 2005 - July 2007
Job Accredited Business Counselor at SCORE NE Massachusetts
Industry Nonprofit Organization Management
Experience
Family Services of the Merrimack Valley June 2010 - Present
SCORE NE Massachusetts April 2010 - Present
Community Work Services 2010 - Present
Junior Achievement of Northern New England June 2012 - Present
Plum Island Foundation January 2009 - Present
Junior Achievement of Eastern MA January 2007 - June 2012
State Street July 2007 - February 2009
Investors Bank & Trust August 2005 - July 2007
Bank of America October 2003 - July 2005
Fleet Bank January 1999 - September 2003
Skills
Financial Services, Change Management, Leadership, Risk Management, Fundraising, Non-profits, Strategy, Management, Banking, Employee Engagement, Strategic Planning, Investments, Nonprofits, Small Business, Finance, CRM, Business Strategy
Education
Hamilton College 1977 — 1981
BA
Portledge School
Family Services of the Merrimack Valley June 2010 - Present
SCORE NE Massachusetts April 2010 - Present
Community Work Services 2010 - Present
Junior Achievement of Northern New England June 2012 - Present
Plum Island Foundation January 2009 - Present
Junior Achievement of Eastern MA January 2007 - June 2012
State Street July 2007 - February 2009
Investors Bank & Trust August 2005 - July 2007
Bank of America October 2003 - July 2005
Fleet Bank January 1999 - September 2003
Skills
Financial Services, Change Management, Leadership, Risk Management, Fundraising, Non-profits, Strategy, Management, Banking, Employee Engagement, Strategic Planning, Investments, Nonprofits, Small Business, Finance, CRM, Business Strategy
Education
Hamilton College 1977 — 1981
BA
Portledge School
Steve Wellmann Steve Wellmann's Investors Bank & Trust Experience August 2000 - February 2001
Job
Industry Information Technology and Services
Experience
Micro Focus 2013 - 2015
Barclays Capital January 2010 - December 2013
Savings Bank Life Insurance February 2001 - April 2010
Investors Bank & Trust August 2000 - February 2001
Kana Communication 2000 - August 2000
Micro Focus 1990 - 2000
Dean Witter Reynolds 1989 - 1990
City of Newark 1988 - 1988
Mutual Benefit Life 1985 - 1987
Crum and Forster Insurance 1983 - 1985
Skills
Linux, Project Management, Unix, Oracle HR, Pre-sales, Data Migration, DB2, Mainframe, SDLC, Requirements Analysis, Software Development, Databases, Software Project..., COBOL, SQL, Integration, SOA, CICS, Enterprise Architecture, Business Continuity, Disaster Recovery, Micro Focus Enterprise..., Legacy System Conversion, Enterprise Software, Cloud Computing, Microsoft SQL Server, Data Warehousing, Professional Services, Business Intelligence, Management, Consulting, IT Strategy, Oracle, Requirements Gathering, ETL, Business Analysis, ITIL, Sybase, IT Management, Agile Methodologies, Unix Shell Scripting, Data Modeling, Scrum, Systems Analysis, Performance Tuning, Database Design, Web Services, PL/SQL, Informatica, Websphere
Education
Free Code Camp 2015 — 2016
Full Stack Web Development
William Paterson University of New Jersey 1979 — 1995
BS
Fairleigh Dickinson University 1985 — 1988
Master of Business Administration (M.B.A.)
Susquehanna University 1977 — 1979
Micro Focus 2013 - 2015
Barclays Capital January 2010 - December 2013
Savings Bank Life Insurance February 2001 - April 2010
Investors Bank & Trust August 2000 - February 2001
Kana Communication 2000 - August 2000
Micro Focus 1990 - 2000
Dean Witter Reynolds 1989 - 1990
City of Newark 1988 - 1988
Mutual Benefit Life 1985 - 1987
Crum and Forster Insurance 1983 - 1985
Skills
Linux, Project Management, Unix, Oracle HR, Pre-sales, Data Migration, DB2, Mainframe, SDLC, Requirements Analysis, Software Development, Databases, Software Project..., COBOL, SQL, Integration, SOA, CICS, Enterprise Architecture, Business Continuity, Disaster Recovery, Micro Focus Enterprise..., Legacy System Conversion, Enterprise Software, Cloud Computing, Microsoft SQL Server, Data Warehousing, Professional Services, Business Intelligence, Management, Consulting, IT Strategy, Oracle, Requirements Gathering, ETL, Business Analysis, ITIL, Sybase, IT Management, Agile Methodologies, Unix Shell Scripting, Data Modeling, Scrum, Systems Analysis, Performance Tuning, Database Design, Web Services, PL/SQL, Informatica, Websphere
Education
Free Code Camp 2015 — 2016
Full Stack Web Development
William Paterson University of New Jersey 1979 — 1995
BS
Fairleigh Dickinson University 1985 — 1988
Master of Business Administration (M.B.A.)
Susquehanna University 1977 — 1979
Steven Riordan, CFA, CIPM Steven Riordan, CFA, CIPM's Investors Bank & Trust Experience 2004 - 2006
Job President at Riordan Consulting, LLC
Industry Financial Services
Experience
Riordan Consulting, LLC October 2006 - Present
Riordan Consulting, LLC 2006 - Present
Investors Bank & Trust 2004 - 2006
SSgA 1998 - 2003
State Street 1994 - 2003
State Street Global Advisors (SSgA) 1996 - 2002
State Street Global Advisors 1996 - 2001
Education
Isenberg School of Management, UMass Amherst 1989 — 1994
BS Finance, Finance
University of Colorado Boulder 1989 — 1992
none, economics
Riordan Consulting, LLC October 2006 - Present
Riordan Consulting, LLC 2006 - Present
Investors Bank & Trust 2004 - 2006
SSgA 1998 - 2003
State Street 1994 - 2003
State Street Global Advisors (SSgA) 1996 - 2002
State Street Global Advisors 1996 - 2001
Education
Isenberg School of Management, UMass Amherst 1989 — 1994
BS Finance, Finance
University of Colorado Boulder 1989 — 1992
none, economics
Anne (Bryson) Bauer, JD, LLM Anne (Bryson) Bauer, JD, LLM's Investors Bank & Trust Experience March 2002 - July 2005
Job Employee Benefits Associate at K&L Gates
Industry Law Practice
Experience
K&L Gates January 2014 - Present
IRS, Office of Chief Counsel, Passthroughs & Special Industries April 2011 - December 2013
IRS Office Office of Chief Counsel, Small Business Self-Employed June 2009 - April 2011
IRS Office of Chief Counsel, Procedure & Administration January 2009 - May 2009
Deloitte Tax May 2007 - August 2007
DeForest Kostelnik Yokitis Kaplan & Berardinelli May 2006 - August 2006
Investors Bank & Trust March 2002 - July 2005
Education
Georgetown University Law Center 2008 — 2009
LLM, Taxation
University of Pittsburgh School of Law 2005 — 2008
JD, Law
Trinity College-Hartford 1997 — 2001
BA, Philosophy
Sewickley Academy 1992 — 1997
K&L Gates January 2014 - Present
IRS, Office of Chief Counsel, Passthroughs & Special Industries April 2011 - December 2013
IRS Office Office of Chief Counsel, Small Business Self-Employed June 2009 - April 2011
IRS Office of Chief Counsel, Procedure & Administration January 2009 - May 2009
Deloitte Tax May 2007 - August 2007
DeForest Kostelnik Yokitis Kaplan & Berardinelli May 2006 - August 2006
Investors Bank & Trust March 2002 - July 2005
Education
Georgetown University Law Center 2008 — 2009
LLM, Taxation
University of Pittsburgh School of Law 2005 — 2008
JD, Law
Trinity College-Hartford 1997 — 2001
BA, Philosophy
Sewickley Academy 1992 — 1997
Darren Burrell Darren Burrell's Investors Bank & Trust Experience 2000 - 2001
Job Director of Product Management at CT, a Wolters Kluwer company
Industry Marketing and Advertising
Experience
Wolters Kluwer July 2013 - Present
Wolters Kluwer November 2012 - July 2013
Wolters Kluwer January 2012 - November 2012
Unlimited Staffing Solutions, Inc. May 2007 - December 2011
D&B September 2006 - May 2007
D&B August 2005 - October 2006
American Express Financial Advisors June 2004 - August 2004
Digitas November 2002 - August 2003
Digitas February 2001 - November 2002
Investors Bank & Trust 2000 - 2001
Skills
Strategy, Product Marketing, Customer Analysis, Cross-functional Team..., Marketing Strategy, Product Launch, Project Management, CRM, Pricing, Business Intelligence, Business Strategy, Leadership, B2B, Integrated Marketing, Program Management, Start-ups, Marketing, Strategic Planning, Marketing Communications, Management, Product Management, Competitive Analysis
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, General Management, Marketing
Elmira College 1996 — 2000
BS, Management, International Business
Wolters Kluwer July 2013 - Present
Wolters Kluwer November 2012 - July 2013
Wolters Kluwer January 2012 - November 2012
Unlimited Staffing Solutions, Inc. May 2007 - December 2011
D&B September 2006 - May 2007
D&B August 2005 - October 2006
American Express Financial Advisors June 2004 - August 2004
Digitas November 2002 - August 2003
Digitas February 2001 - November 2002
Investors Bank & Trust 2000 - 2001
Skills
Strategy, Product Marketing, Customer Analysis, Cross-functional Team..., Marketing Strategy, Product Launch, Project Management, CRM, Pricing, Business Intelligence, Business Strategy, Leadership, B2B, Integrated Marketing, Program Management, Start-ups, Marketing, Strategic Planning, Marketing Communications, Management, Product Management, Competitive Analysis
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, General Management, Marketing
Elmira College 1996 — 2000
BS, Management, International Business
Sharat Vasan Sharat Vasan's Investors Bank & Trust Experience June 2005 - February 2006
Job VP at Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon July 2015 - Present
Interactive Data May 2014 - June 2015
State Street Bank September 2008 - May 2014
Brown Brothers Harriman February 2006 - July 2008
Investors Bank & Trust June 2005 - February 2006
Education
Eastern Illinois University 2003 — 2005
MBA
University of Madras 1993 — 1996
B.Com, Commerce
The Bank of New York Mellon July 2015 - Present
Interactive Data May 2014 - June 2015
State Street Bank September 2008 - May 2014
Brown Brothers Harriman February 2006 - July 2008
Investors Bank & Trust June 2005 - February 2006
Education
Eastern Illinois University 2003 — 2005
MBA
University of Madras 1993 — 1996
B.Com, Commerce
Priya Chakravarthi's Investors Bank & Trust Experience June 2006 - February 2007
Job Sr Business System Analyst,Scrum Master Certified (SMC™)
Industry Information Technology and Services
Experience
ASCAP September 2007 - March 2015
McGraw Hill Financial February 2007 - August 2007
Investors Bank & Trust June 2006 - February 2007
Skills
SDLC, Systems Analysis, Quality Assurance, Requirements Analysis, Requirements Gathering, Visio, Business Analysis, Oracle, SQL, Microsoft SQL Server, Software Quality..., Agile Methodologies, HP Quality Center, Software Project..., User Acceptance Testing, Troubleshooting, Music Industry, Music Production, PL/SQL, Microsoft Powerpoint, Business Process..., Scrum, Production Support, Agile & Waterfall..., Rational DOORS, TFS, Toad, HP QTP, Microsoft Excel, UML Tools, Financial Analysis, Interpersonal Skills, Vendor Relationship..., Use Case, Business Process..., Data Mapping
Education
Wilkes University 2004 — 2006
Master of Science (M.S.), Electrical and Electronics Engineering
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
ASCAP September 2007 - March 2015
McGraw Hill Financial February 2007 - August 2007
Investors Bank & Trust June 2006 - February 2007
Skills
SDLC, Systems Analysis, Quality Assurance, Requirements Analysis, Requirements Gathering, Visio, Business Analysis, Oracle, SQL, Microsoft SQL Server, Software Quality..., Agile Methodologies, HP Quality Center, Software Project..., User Acceptance Testing, Troubleshooting, Music Industry, Music Production, PL/SQL, Microsoft Powerpoint, Business Process..., Scrum, Production Support, Agile & Waterfall..., Rational DOORS, TFS, Toad, HP QTP, Microsoft Excel, UML Tools, Financial Analysis, Interpersonal Skills, Vendor Relationship..., Use Case, Business Process..., Data Mapping
Education
Wilkes University 2004 — 2006
Master of Science (M.S.), Electrical and Electronics Engineering
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Ben McGloin, CFA's Investors Bank & Trust Experience 1999 - 2003
Job Managing Director of Portfolio Management at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management 2003 - Present
PIMCO 2003 - 2003
Investors Bank & Trust 1999 - 2003
Ulster Bank 1995 - 1999
permanent tsb 1995 - 1995
Skills
Asset Management, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Financial Services, Securities, Mutual Funds, Asset Allocation, Financial Analysis, Hedge Funds, Capital Markets, Series 7, Financial Modeling, Financial Planning, Bloomberg, Banking, Risk Management
Education
Dublin City University
Business Studies, Finance
Trinity College, Dublin
Computer Science
BNY Mellon Wealth Management 2003 - Present
PIMCO 2003 - 2003
Investors Bank & Trust 1999 - 2003
Ulster Bank 1995 - 1999
permanent tsb 1995 - 1995
Skills
Asset Management, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Financial Services, Securities, Mutual Funds, Asset Allocation, Financial Analysis, Hedge Funds, Capital Markets, Series 7, Financial Modeling, Financial Planning, Bloomberg, Banking, Risk Management
Education
Dublin City University
Business Studies, Finance
Trinity College, Dublin
Computer Science
Bhanu Vadhera's Investors Bank & Trust Experience February 2001 - December 2003
Job Experience IT Professional
Industry Computer Software
Experience
MIT Lincoln Laboratory August 2010 - Present
Massachusetts Public High Schools 2008 - Present
Harvard University March 2008 - August 2010
=> NewMMIS (Massachusetts Medicaid Implementation) December 2006 - March 2008
Starwood Hotels & Resorts Worldwide, Inc. 2006 - 2008
Fidelity Investments December 2004 - December 2006
=> deNovis Now HealthEdge 2003 - 2004
Investors Bank & Trust February 2001 - December 2003
iPhrase Technologies ( now part of IBM) 2000 - 2002
Marketmax (now division of SAS) 2000 - 2001
Skills
Agile Methodologies, SQL, Software Development, Java, XML, Software Project..., Unix, Linux, SOA, Web Services, Software Engineering, SDLC, Enterprise Architecture, Oracle, C++, Java Enterprise Edition, Architecture, Programming, Software Design, Microsoft SQL Server, Leadership Technique, CAMEL, Maven, Spring, CRM, Scrum, Perl, Enterprise Software, Eclipse, Distributed Systems, Analysis, C, Business Process, Requirements Analysis, Testing, Data Warehousing, Start-ups, Web Applications, Business Intelligence, Database Design, Databases, Agile Project Management, Product Management, Project Management, Cloud Computing, UML, Solution Architecture, System Architecture, Process Improvement, .NET
Education
Massachusetts Institute of Technology 2012 — 2012
Paterns and Anti-Patterns for Service Oriented Architecture (SOA), Technical Education Program - Fall 2012 ( Oct 9 - Dec 18)
Harvard University 2008 — 2010
ALM, Technology, Operations and General Management
Indian Institute of Technology, Delhi 1991 — 1993
Masters of Technology, Computer Science
Dayalbagh Educational Institute 1988 — 1990
MS, Mathematics with Computer Applications
BNSD - Kanpur 1984 — 1986
XII
Ram Krishan Mission 1980 — 1984
High School
MIT Lincoln Laboratory August 2010 - Present
Massachusetts Public High Schools 2008 - Present
Harvard University March 2008 - August 2010
=> NewMMIS (Massachusetts Medicaid Implementation) December 2006 - March 2008
Starwood Hotels & Resorts Worldwide, Inc. 2006 - 2008
Fidelity Investments December 2004 - December 2006
=> deNovis Now HealthEdge 2003 - 2004
Investors Bank & Trust February 2001 - December 2003
iPhrase Technologies ( now part of IBM) 2000 - 2002
Marketmax (now division of SAS) 2000 - 2001
Skills
Agile Methodologies, SQL, Software Development, Java, XML, Software Project..., Unix, Linux, SOA, Web Services, Software Engineering, SDLC, Enterprise Architecture, Oracle, C++, Java Enterprise Edition, Architecture, Programming, Software Design, Microsoft SQL Server, Leadership Technique, CAMEL, Maven, Spring, CRM, Scrum, Perl, Enterprise Software, Eclipse, Distributed Systems, Analysis, C, Business Process, Requirements Analysis, Testing, Data Warehousing, Start-ups, Web Applications, Business Intelligence, Database Design, Databases, Agile Project Management, Product Management, Project Management, Cloud Computing, UML, Solution Architecture, System Architecture, Process Improvement, .NET
Education
Massachusetts Institute of Technology 2012 — 2012
Paterns and Anti-Patterns for Service Oriented Architecture (SOA), Technical Education Program - Fall 2012 ( Oct 9 - Dec 18)
Harvard University 2008 — 2010
ALM, Technology, Operations and General Management
Indian Institute of Technology, Delhi 1991 — 1993
Masters of Technology, Computer Science
Dayalbagh Educational Institute 1988 — 1990
MS, Mathematics with Computer Applications
BNSD - Kanpur 1984 — 1986
XII
Ram Krishan Mission 1980 — 1984
High School
Denise Flynne Denise Flynne's Investors Bank & Trust Experience September 1998 - May 2007
Job Financial & Office Manager
Industry Financial Services
Experience
Neponset Valley Chamber of Commerce October 2011 - Present
Investors Bank & Trust September 1998 - May 2007
Skills
Fundraising, Financial Reporting, Small Business, Budgets, Sales, Marketing, Customer Service, Strategic Planning, Social Media Marketing, Real Estate
Education
Fairfield University 1995 — 1998
Bachelor of Science, Finance
Westwood High School 1990 — 1994
Neponset Valley Chamber of Commerce October 2011 - Present
Investors Bank & Trust September 1998 - May 2007
Skills
Fundraising, Financial Reporting, Small Business, Budgets, Sales, Marketing, Customer Service, Strategic Planning, Social Media Marketing, Real Estate
Education
Fairfield University 1995 — 1998
Bachelor of Science, Finance
Westwood High School 1990 — 1994
Patrick Clark, AIF ® Patrick Clark, AIF ®'s Investors Bank & Trust Experience 1993 - 1996
Job Wealth Managment Consultant at Egidio Assante Wealth Management, LLC
Industry Financial Services
Experience
401k Plan Consultants, LLC 2012 - Present
Egidio Assante Wealth Management, LLC January 2011 - Present
Alpine Wealth Management, LLC January 2010 - Present
PTS Asset Management March 2009 - June 2010
1031 Investment Services July 2007 - July 2009
WM Group of Funds October 2001 - June 2007
Guardian Life Insurance March 2000 - October 2001
Integrity Insurance 2001 - 2001
Freedom Capital Corp 1996 - 1999
Investors Bank & Trust 1993 - 1996
Skills
Mutual Funds, Financial Services, Series 7, Investments, Series 63
Education
State University of New York College at Geneseo 1984 — 1987
BA, Economics
Edinboro University of Pennsylvania 1983 — 1984
Economics
Reme Free Academy 1980 — 1983
401k Plan Consultants, LLC 2012 - Present
Egidio Assante Wealth Management, LLC January 2011 - Present
Alpine Wealth Management, LLC January 2010 - Present
PTS Asset Management March 2009 - June 2010
1031 Investment Services July 2007 - July 2009
WM Group of Funds October 2001 - June 2007
Guardian Life Insurance March 2000 - October 2001
Integrity Insurance 2001 - 2001
Freedom Capital Corp 1996 - 1999
Investors Bank & Trust 1993 - 1996
Skills
Mutual Funds, Financial Services, Series 7, Investments, Series 63
Education
State University of New York College at Geneseo 1984 — 1987
BA, Economics
Edinboro University of Pennsylvania 1983 — 1984
Economics
Reme Free Academy 1980 — 1983
Tiffany Pearson Tiffany Pearson's Investors Bank & Trust Experience 2006 - 2007
Job MBA Candidate, Simmons School of Management
Industry Banking
Experience
Citi February 2012 - Present
Dossia February 2009 - February 2010
State Street July 2006 - January 2009
Investors Bank & Trust 2006 - 2007
Skills
Strategic Planning, Marketing Strategy, EDGAR, Corporate Governance, Brand Management, Strategy, Research
Education
Simmons College 2010 — 2012
Masters, Business Administration
Trinity College-Hartford 2000 — 2004
Trinity College, Rome Campus 2002 — 2003
Deerfield Academy 1997 — 2000
Renbrook School
Citi February 2012 - Present
Dossia February 2009 - February 2010
State Street July 2006 - January 2009
Investors Bank & Trust 2006 - 2007
Skills
Strategic Planning, Marketing Strategy, EDGAR, Corporate Governance, Brand Management, Strategy, Research
Education
Simmons College 2010 — 2012
Masters, Business Administration
Trinity College-Hartford 2000 — 2004
Trinity College, Rome Campus 2002 — 2003
Deerfield Academy 1997 — 2000
Renbrook School
Bill Butts Bill Butts's Investors Bank & Trust Experience April 2001 - July 2007
Job Senior Consultant at Knowledgent Group
Industry Financial Services
Experience
Knowledgent Group April 2012 - Present
SunGard Global Services October 2009 - August 2011
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 2001 - July 2007
SEI Corporation 2000 - 2001
Broadway & Seymour, Inc. 1994 - 1996
Independent Consulting Engagements 1993 - 1994
Multibank Financial Corporation 1988 - 1993
SEI Corporation 1986 - 1988
Fidelity Bank, NA 1980 - 1985
Skills
Project management, Business Analysis, Business Strategy, Cost Reduction, Managerial Experience, Process Improvement, Sales Support, Software Implementation, Data Conversion, Reconciliations, Trust Accounting, Global Custody, SWIFT, Euroclear, Securities Processing, Integration, Process Consulting, Securities, Project Management, SDLC, Financial Services, Management Consulting, Analysis, Banking, Leadership, Outsourcing, Business Requirements, Business Process..., Management
Education
Duquesne University
Bachelors
University of Exeter, England
Intensive foreign study program
Williams College/New England School of Banking
Trust & Fiduciary Program
Knowledgent Group April 2012 - Present
SunGard Global Services October 2009 - August 2011
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 2001 - July 2007
SEI Corporation 2000 - 2001
Broadway & Seymour, Inc. 1994 - 1996
Independent Consulting Engagements 1993 - 1994
Multibank Financial Corporation 1988 - 1993
SEI Corporation 1986 - 1988
Fidelity Bank, NA 1980 - 1985
Skills
Project management, Business Analysis, Business Strategy, Cost Reduction, Managerial Experience, Process Improvement, Sales Support, Software Implementation, Data Conversion, Reconciliations, Trust Accounting, Global Custody, SWIFT, Euroclear, Securities Processing, Integration, Process Consulting, Securities, Project Management, SDLC, Financial Services, Management Consulting, Analysis, Banking, Leadership, Outsourcing, Business Requirements, Business Process..., Management
Education
Duquesne University
Bachelors
University of Exeter, England
Intensive foreign study program
Williams College/New England School of Banking
Trust & Fiduciary Program
David Inniss's Investors Bank & Trust Experience April 2006 - July 2007
Job Senior Business Systems Analyst at Commonwealth of Massachusetts
Industry Information Technology and Services
Experience
COMM. OF MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH & HUMAN SERVICES March 2008 - Present
State Street July 2007 - December 2007
Investors Bank & Trust April 2006 - July 2007
Boston Capital June 2000 - April 2006
Law Office of Laurence H. Tribe June 1998 - June 2000
Harvard Law Review April 1992 - June 1998
Skills
Documentum, Software Documentation, Document Management, Requirements Analysis, Captiva, Microsoft Office, Servers, SharePoint, Microsoft Excel, PowerPoint, Strategic Planning, Databases, CMS, SQL, HTML, Editing
Education
Harvard University 1987 — 1991
A.B., Fine Arts
COMM. OF MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH & HUMAN SERVICES March 2008 - Present
State Street July 2007 - December 2007
Investors Bank & Trust April 2006 - July 2007
Boston Capital June 2000 - April 2006
Law Office of Laurence H. Tribe June 1998 - June 2000
Harvard Law Review April 1992 - June 1998
Skills
Documentum, Software Documentation, Document Management, Requirements Analysis, Captiva, Microsoft Office, Servers, SharePoint, Microsoft Excel, PowerPoint, Strategic Planning, Databases, CMS, SQL, HTML, Editing
Education
Harvard University 1987 — 1991
A.B., Fine Arts
Rob Palardy Rob Palardy's Investors Bank & Trust Experience July 2007 - September 2008
Job Assistant Athletic Director at Endicott College
Industry Education Management
Experience
Endicott College August 2015 - Present
Endicott College July 2010 - August 2015
Lesley University September 2007 - July 2010
Investors Bank & Trust July 2007 - September 2008
Skills
Adobe Creative Suite, Photoshop, InDesign, Adobe Bridge, Illustrator, Microsoft Office, Word, Excel, PowerPoint, Windows Movie Maker, Technical Writing, Feature Writing, Twitter, Facebook, YouTube, Employee Relations
Education
Endicott College 2013 — 2016
Master of Business Administration (M.B.A.), Project Management
Isenberg School of Management, UMass Amherst 2003 — 2006
Bachelor's Degree, Sport Management
Endicott College August 2015 - Present
Endicott College July 2010 - August 2015
Lesley University September 2007 - July 2010
Investors Bank & Trust July 2007 - September 2008
Skills
Adobe Creative Suite, Photoshop, InDesign, Adobe Bridge, Illustrator, Microsoft Office, Word, Excel, PowerPoint, Windows Movie Maker, Technical Writing, Feature Writing, Twitter, Facebook, YouTube, Employee Relations
Education
Endicott College 2013 — 2016
Master of Business Administration (M.B.A.), Project Management
Isenberg School of Management, UMass Amherst 2003 — 2006
Bachelor's Degree, Sport Management
Steve Callahan, PMP, MBA's Investors Bank & Trust Experience October 2006 - November 2007
Job MBA, PMP, Lean Six Sigma Black Belt, Lean Master, BPM Architect
Industry Financial Services
Experience
State Street March 2014 - Present
State Street May 2011 - March 2014
State Street January 2006 - May 2011
Investors Bank & Trust October 2006 - November 2007
State Street June 2001 - January 2006
State Street May 1997 - June 2001
Delany, Siegel, Zorn and Associates September 1993 - May 1997
Skills
Business Process..., Six Sigma, Business Process, Project Management, Analysis, Program Management, Leadership, Risk Management, Visio, Fixed Income, Software Documentation, Change Management, Management, Lean Manufacturing, Investments, Minitab, MS Project, Strategy, Lean Six Sigma, SharePoint, PMO, Business Transformation, BPMN, BPMN 2.0, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Industrial Agile, ARIS, PMP, Financial Services, SDLC, Process Improvement
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA, MBA
Emerson College 1988 — 1992
BS, Mass Communications
Archbishop Williams HS 1983 — 1987
State Street March 2014 - Present
State Street May 2011 - March 2014
State Street January 2006 - May 2011
Investors Bank & Trust October 2006 - November 2007
State Street June 2001 - January 2006
State Street May 1997 - June 2001
Delany, Siegel, Zorn and Associates September 1993 - May 1997
Skills
Business Process..., Six Sigma, Business Process, Project Management, Analysis, Program Management, Leadership, Risk Management, Visio, Fixed Income, Software Documentation, Change Management, Management, Lean Manufacturing, Investments, Minitab, MS Project, Strategy, Lean Six Sigma, SharePoint, PMO, Business Transformation, BPMN, BPMN 2.0, Agile Methodologies, Agile Project Management, Agile & Waterfall..., Industrial Agile, ARIS, PMP, Financial Services, SDLC, Process Improvement
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA, MBA
Emerson College 1988 — 1992
BS, Mass Communications
Archbishop Williams HS 1983 — 1987
Lauren Norton Lauren Norton's Investors Bank & Trust Experience November 2004 - July 2005
Job Director of Event Production; Wayfair and Joss & Main
Industry Retail
Experience
Joss & Main April 2013 - Present
Wayfair December 2012 - Present
Wayfair August 2012 - December 2012
Wayfair September 2010 - August 2012
CSN Stores January 2010 - August 2010
CSN Stores November 2005 - December 2009
J Crew September 2003 - November 2005
Investors Bank & Trust November 2004 - July 2005
Boston 2004 January 2004 - August 2004
CBS Boston September 2003 - December 2003
Skills
Advertising, Recruiting, Strategic Planning, Budget, Web Analytics, Analytics, Brand Management, SEO, Online Advertising, Digital Marketing, Budgets
Education
Emerson College 2000 — 2004
BA, Marketing Communications
University of Pittsburgh 2003 — 2003
Study Abroad, Semester at Sea
Joss & Main April 2013 - Present
Wayfair December 2012 - Present
Wayfair August 2012 - December 2012
Wayfair September 2010 - August 2012
CSN Stores January 2010 - August 2010
CSN Stores November 2005 - December 2009
J Crew September 2003 - November 2005
Investors Bank & Trust November 2004 - July 2005
Boston 2004 January 2004 - August 2004
CBS Boston September 2003 - December 2003
Skills
Advertising, Recruiting, Strategic Planning, Budget, Web Analytics, Analytics, Brand Management, SEO, Online Advertising, Digital Marketing, Budgets
Education
Emerson College 2000 — 2004
BA, Marketing Communications
University of Pittsburgh 2003 — 2003
Study Abroad, Semester at Sea
Paul Goncalves Jr., CFA's Investors Bank & Trust Experience September 2003 - July 2004
Job Equity Analyst
Industry Investment Management
Experience
Tour Capital Management March 2014 - September 2014
KeyBanc Capital Markets September 2011 - February 2014
Indiana University Foundation June 2010 - May 2011
MDT Advisers April 2007 - July 2009
Deutsche Asset Management July 2006 - April 2007
Standish Mellon Asset Management July 2004 - September 2005
Investors Bank & Trust September 2003 - July 2004
Skills
Equity Research, Financial Modeling, Fundamental Analysis, Bloomberg, Asset Management, Portfolio Management, Equity Valuation, Mutual Funds, Valuation, Value Investing, DCF, Capital IQ, Factset, MBA, Series 7, Series 63, Financial Analysis, Investment Management, Microsoft Excel, Equities, Investments, Finance, Securities, Microsoft Office, Corporate Finance, Analysis, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance, Accounting
Connecticut College 1999 — 2003
B.A., Economics
Xaverian Brothers High School 1995 — 1999
High School
Tour Capital Management March 2014 - September 2014
KeyBanc Capital Markets September 2011 - February 2014
Indiana University Foundation June 2010 - May 2011
MDT Advisers April 2007 - July 2009
Deutsche Asset Management July 2006 - April 2007
Standish Mellon Asset Management July 2004 - September 2005
Investors Bank & Trust September 2003 - July 2004
Skills
Equity Research, Financial Modeling, Fundamental Analysis, Bloomberg, Asset Management, Portfolio Management, Equity Valuation, Mutual Funds, Valuation, Value Investing, DCF, Capital IQ, Factset, MBA, Series 7, Series 63, Financial Analysis, Investment Management, Microsoft Excel, Equities, Investments, Finance, Securities, Microsoft Office, Corporate Finance, Analysis, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance, Accounting
Connecticut College 1999 — 2003
B.A., Economics
Xaverian Brothers High School 1995 — 1999
High School
Shawn Kenney - CSM,CMST,CSTE Shawn Kenney - CSM,CMST,CSTE's Investors Bank & Trust Experience March 1995 - February 1997
Job Manager, Quality and Sustaining at Cisco
Industry Computer Software
Experience
Cisco January 2015 - Present
Cisco November 2010 - Present
Fannie Mae June 2006 - November 2010
Fannie Mae January 2001 - May 2006
Fannie Mae January 1998 - December 2000
Fannie Mae March 1997 - December 1997
Investors Bank & Trust March 1995 - February 1997
Investors Bank & Trust November 1993 - February 1995
Skills
ClearQuest, QTP, Quality Center, Testing, LoadRunner, System Testing, Oracle, Requirements Gathering, SDLC, Requirements Analysis, Quality Assurance, Agile Methodologies, Software Quality..., Software Project..., PMP, Business Requirements, Waterfall, HP Quality Center
Education
Franklin Pierce College 1989 — 1993
BS, Accounting
Cisco January 2015 - Present
Cisco November 2010 - Present
Fannie Mae June 2006 - November 2010
Fannie Mae January 2001 - May 2006
Fannie Mae January 1998 - December 2000
Fannie Mae March 1997 - December 1997
Investors Bank & Trust March 1995 - February 1997
Investors Bank & Trust November 1993 - February 1995
Skills
ClearQuest, QTP, Quality Center, Testing, LoadRunner, System Testing, Oracle, Requirements Gathering, SDLC, Requirements Analysis, Quality Assurance, Agile Methodologies, Software Quality..., Software Project..., PMP, Business Requirements, Waterfall, HP Quality Center
Education
Franklin Pierce College 1989 — 1993
BS, Accounting
Maria McDonough Maria McDonough's Investors Bank & Trust Experience 2000 - 2003
Job After School Program Coordinator
Industry Education Management
Experience
Flying High Gymnastics Academy August 2015 - Present
Ria's House Childcare & Preschool September 2003 - June 2015
Investors Bank & Trust 2000 - 2003
Computershare 1994 - 2000
Skills
Early Childhood..., Curriculum Development, Child Development, Teaching, Public Speaking, Childcare, Special Education, Staff Development, Customer Service, Program Development, Volunteer Management, CPR Certified, First Aid, baby sign language
Education
Dean College 1995 — 1997
Associate's degree, Business Administration and Management, General
Flying High Gymnastics Academy August 2015 - Present
Ria's House Childcare & Preschool September 2003 - June 2015
Investors Bank & Trust 2000 - 2003
Computershare 1994 - 2000
Skills
Early Childhood..., Curriculum Development, Child Development, Teaching, Public Speaking, Childcare, Special Education, Staff Development, Customer Service, Program Development, Volunteer Management, CPR Certified, First Aid, baby sign language
Education
Dean College 1995 — 1997
Associate's degree, Business Administration and Management, General
Timothy Lauria Timothy Lauria's Investors Bank & Trust Experience June 2001 - June 2007
Job VP, Enterprise Sales Solutions at Clean Harbors
Industry
Experience
Clean Harbors June 2014 - Present
Clean Harbors March 2013 - May 2014
Clean Harbors May 2012 - February 2013
Clean Harbors May 2010 - May 2012
Clean Harbors June 2007 - May 2010
Investors Bank & Trust June 2001 - June 2007
Winfire November 1999 - April 2001
State Street October 1996 - November 1999
Skills
Program Management, Project Management, Business Process..., Process Improvement, PMO, Business Analysis, SDLC, Software Project..., Vendor Management, SQL, Databases, Software Development, Strategy, Requirements Analysis, Analysis, Management, Agile Methodologies, Business Intelligence, IT Strategy, Integration, CRM, Cross-functional Team..., Business Process, IT Management, SaaS, Project Portfolio..., PMP, Requirements Gathering, Enterprise Software, Product Management, Agile Project Management, Enterprise Architecture, Visio, Data Warehousing, Resource Management
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MBA, High tech business
St. Lawrence University 1992 — 1996
BA, Economics
International Christian University 1994 — 1995
Clean Harbors June 2014 - Present
Clean Harbors March 2013 - May 2014
Clean Harbors May 2012 - February 2013
Clean Harbors May 2010 - May 2012
Clean Harbors June 2007 - May 2010
Investors Bank & Trust June 2001 - June 2007
Winfire November 1999 - April 2001
State Street October 1996 - November 1999
Skills
Program Management, Project Management, Business Process..., Process Improvement, PMO, Business Analysis, SDLC, Software Project..., Vendor Management, SQL, Databases, Software Development, Strategy, Requirements Analysis, Analysis, Management, Agile Methodologies, Business Intelligence, IT Strategy, Integration, CRM, Cross-functional Team..., Business Process, IT Management, SaaS, Project Portfolio..., PMP, Requirements Gathering, Enterprise Software, Product Management, Agile Project Management, Enterprise Architecture, Visio, Data Warehousing, Resource Management
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MBA, High tech business
St. Lawrence University 1992 — 1996
BA, Economics
International Christian University 1994 — 1995
Brent Li's Investors Bank & Trust Experience June 2006 - April 2007
Job
Industry Information Technology and Services
Experience
Oracle December 2007 - Present
Keane April 2007 - December 2007
Investors Bank & Trust June 2006 - April 2007
Winsoft May 2002 - June 2006
Nantian Electronics Information Corp, Ltd August 1992 - January 2002
Education
Florida Institute of Technology 2012 — 2013
Master of Science (M.Sc.), Information Technology
University of Electronic Science and Technology 1988 — 1992
BS, Mathematics
Oracle December 2007 - Present
Keane April 2007 - December 2007
Investors Bank & Trust June 2006 - April 2007
Winsoft May 2002 - June 2006
Nantian Electronics Information Corp, Ltd August 1992 - January 2002
Education
Florida Institute of Technology 2012 — 2013
Master of Science (M.Sc.), Information Technology
University of Electronic Science and Technology 1988 — 1992
BS, Mathematics
Irina Gorovits Irina Gorovits's Investors Bank & Trust Experience Programmer AnalystHarvard Vanguard Medical AssociatesFebruary 2004 - Present
Job Programmer Analyst at Harvard Vanguard Medical Associates
Industry Hospital & Health Care
Experience
Investors Bank & Trust Programmer AnalystHarvard Vanguard Medical AssociatesFebruary 2004 - Present
Harvard Vanguard Medical Associates 2004 - Present
Skills
Data Warehousing, Oracle Database, PL/SQL, Product Design, Unix, Informatica, Oracle Warehouse Builder, Reporting & Analysis
Education
Latvijas Universitate 1987 — 1992
Master’s Degree, Physical Sciences, Applied Mathematics, Computer science, Master degree
Investors Bank & Trust Programmer AnalystHarvard Vanguard Medical AssociatesFebruary 2004 - Present
Harvard Vanguard Medical Associates 2004 - Present
Skills
Data Warehousing, Oracle Database, PL/SQL, Product Design, Unix, Informatica, Oracle Warehouse Builder, Reporting & Analysis
Education
Latvijas Universitate 1987 — 1992
Master’s Degree, Physical Sciences, Applied Mathematics, Computer science, Master degree
Tim Groen Tim Groen's Investors Bank & Trust Experience June 2005 - October 2006
Job Sales Specialist Enterprise Storage at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard April 2014 - Present
Silicon Mechanics April 2013 - April 2014
Silicon Mechanics August 2011 - February 2013
Silicon Mechanics July 2007 - August 2011
Laird Norton Tyee November 2006 - June 2007
Investors Bank & Trust June 2005 - October 2006
Skills
Customer Service, Customer Satisfaction, Enterprise Storage, Storage, Virtualization, Storage Architecture, Cloud Computing, Storage Virtualization, VMware, Servers, Hardware, High Availability, High Performance..., Storage Area Networks, CRM, Solution Selling, Networking, Storage Solutions, Professional Services, Data Center, Technical Support, SaaS, Security, RAID, Cloud Storage, Private Cloud, IT Solutions, IT Cost Optimization, Converged Infrastructure, Disaster Recovery, Big Data Analytics, All-Flash Storage, Channel Partner..., Channel Partner..., Software Defined Storage, Software Defined Data..., Network-Attached Storage, Enterprise Software, Enterprise Mobility
Education
Macalester College 2001 — 2005
BA: Economics, Minor: Communications and Media Studies
Hewlett-Packard April 2014 - Present
Silicon Mechanics April 2013 - April 2014
Silicon Mechanics August 2011 - February 2013
Silicon Mechanics July 2007 - August 2011
Laird Norton Tyee November 2006 - June 2007
Investors Bank & Trust June 2005 - October 2006
Skills
Customer Service, Customer Satisfaction, Enterprise Storage, Storage, Virtualization, Storage Architecture, Cloud Computing, Storage Virtualization, VMware, Servers, Hardware, High Availability, High Performance..., Storage Area Networks, CRM, Solution Selling, Networking, Storage Solutions, Professional Services, Data Center, Technical Support, SaaS, Security, RAID, Cloud Storage, Private Cloud, IT Solutions, IT Cost Optimization, Converged Infrastructure, Disaster Recovery, Big Data Analytics, All-Flash Storage, Channel Partner..., Channel Partner..., Software Defined Storage, Software Defined Data..., Network-Attached Storage, Enterprise Software, Enterprise Mobility
Education
Macalester College 2001 — 2005
BA: Economics, Minor: Communications and Media Studies
Donald Cooley's Investors Bank & Trust Experience 2001 - 2007
Job Sales Director, Global Cash Business, State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors March 2008 - Present
Investors Bank & Trust 2001 - 2007
Credit Suisse 1999 - 2000
Citi 1988 - 1998
Skills
Financial Markets, Equities, Bonds, Financial Services, Fixed Income, Securities, Investment Management, Mutual Funds, Investments, Banking, Financial Analysis, Hedge Funds, Trading, Sales, Asset Management, Capital Markets, Treasury Management, Relationship Management, Asset Allocation, Portfolio Management, Series 7, Cash Management, Alternative Investments, Derivatives, Bloomberg, Financial Modeling, Risk Management, Series 63, FX Options
Education
Dowling College
State University of New York College at Oneonta
State Street Global Advisors March 2008 - Present
Investors Bank & Trust 2001 - 2007
Credit Suisse 1999 - 2000
Citi 1988 - 1998
Skills
Financial Markets, Equities, Bonds, Financial Services, Fixed Income, Securities, Investment Management, Mutual Funds, Investments, Banking, Financial Analysis, Hedge Funds, Trading, Sales, Asset Management, Capital Markets, Treasury Management, Relationship Management, Asset Allocation, Portfolio Management, Series 7, Cash Management, Alternative Investments, Derivatives, Bloomberg, Financial Modeling, Risk Management, Series 63, FX Options
Education
Dowling College
State University of New York College at Oneonta
Bethany Herman Bethany Herman's Investors Bank & Trust Experience 2001 - 2005
Job Asst. Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank November 2007 - December 2013
iGATE 2005 - 2007
Investors Bank & Trust 2001 - 2005
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Visio, Advent Software (APX,..., Project Management, Business Analysis, Business Process..., Business Process..., Project Planning, Software Documentation, Portfolio Management, Securities
Education
Fisher College
Business Administration and Management, General
M&T Bank November 2007 - December 2013
iGATE 2005 - 2007
Investors Bank & Trust 2001 - 2005
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Visio, Advent Software (APX,..., Project Management, Business Analysis, Business Process..., Business Process..., Project Planning, Software Documentation, Portfolio Management, Securities
Education
Fisher College
Business Administration and Management, General
Thomas Cherry Thomas Cherry's Investors Bank & Trust Experience June 2006 - July 2007
Job Operations AnalystConsultant– PIMCO Audit Team at State Street Bank
Industry Financial Services
Experience
State Street Bank March 2014 - Present
Allianz Asset Management AG March 2012 - July 2013
Brown Brothers Harriman July 2007 - June 2011
Investors Bank & Trust June 2006 - July 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2006
Investment Finance, Economics
State Street Bank March 2014 - Present
Allianz Asset Management AG March 2012 - July 2013
Brown Brothers Harriman July 2007 - June 2011
Investors Bank & Trust June 2006 - July 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2006
Investment Finance, Economics
Darren Costa Darren Costa's Investors Bank & Trust Experience August 2004 - April 2008
Job Certified Public Accountant
Industry Financial Services
Experience
Endurance International Group 2014 - Present
City of Somerville June 2011 - October 2014
State Street May 2008 - June 2011
Investors Bank & Trust August 2004 - April 2008
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA, MSA
Fairfield University 2000 — 2004
BA, BS
Endurance International Group 2014 - Present
City of Somerville June 2011 - October 2014
State Street May 2008 - June 2011
Investors Bank & Trust August 2004 - April 2008
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA, MSA
Fairfield University 2000 — 2004
BA, BS
Jonathan Bassett Jonathan Bassett's Investors Bank & Trust Experience October 2005 - April 2007
Job Co Founder, The Olive Fruit, LLC
Industry Food & Beverages
Experience
The Olive Fruit, LLC May 2013 - Present
TTadvisor June 2012 - August 2012
IDC January 2008 - April 2011
IDC April 2007 - January 2008
Investors Bank & Trust October 2005 - April 2007
Xerox June 2004 - July 2005
Skills
Italian, Data Analysis, Microsoft Excel, French, PowerPoint, C++, Visual Basic, Microsoft Access, Microsoft PowerPoint, Greek, Dual Citizenship
Education
SDA Bocconi 2011 — 2012
Master of Business Administration (MBA), Marketing and Innovation
Harvard Extension School 2007 — 2008
Tufts University 2000 — 2004
Bachelor of Arts (BA), Economics
The Olive Fruit, LLC May 2013 - Present
TTadvisor June 2012 - August 2012
IDC January 2008 - April 2011
IDC April 2007 - January 2008
Investors Bank & Trust October 2005 - April 2007
Xerox June 2004 - July 2005
Skills
Italian, Data Analysis, Microsoft Excel, French, PowerPoint, C++, Visual Basic, Microsoft Access, Microsoft PowerPoint, Greek, Dual Citizenship
Education
SDA Bocconi 2011 — 2012
Master of Business Administration (MBA), Marketing and Innovation
Harvard Extension School 2007 — 2008
Tufts University 2000 — 2004
Bachelor of Arts (BA), Economics
Peter Buccella Peter Buccella's Investors Bank & Trust Experience 2006 - March 2007
Job Account Manager at OnForce
Industry Information Technology and Services
Experience
OnForce November 2014 - Present
OnForce August 2012 - November 2014
Apple 2011 - 2012
IHRSA March 2007 - May 2009
Investors Bank & Trust 2006 - March 2007
Thermo Fisher Scientific 2004 - 2006
National Republican Senatorial Committee June 2002 - May 2004
Skills
Fundraising, Business Development, Analysis, Event Planning, Sales, Research, Customer Service, Sales Operations, Leadership, Project Management, Recruiting, Account Management, Public Speaking, Social Media, Salesforce.com, Marketing, Management
Education
Northeastern University 2010 — 2011
Graduate Certification, Project Management
Dickinson College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Governor Dummer Academy 1994 — 1998
The Pike School 1992 — 1994
OnForce November 2014 - Present
OnForce August 2012 - November 2014
Apple 2011 - 2012
IHRSA March 2007 - May 2009
Investors Bank & Trust 2006 - March 2007
Thermo Fisher Scientific 2004 - 2006
National Republican Senatorial Committee June 2002 - May 2004
Skills
Fundraising, Business Development, Analysis, Event Planning, Sales, Research, Customer Service, Sales Operations, Leadership, Project Management, Recruiting, Account Management, Public Speaking, Social Media, Salesforce.com, Marketing, Management
Education
Northeastern University 2010 — 2011
Graduate Certification, Project Management
Dickinson College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Governor Dummer Academy 1994 — 1998
The Pike School 1992 — 1994
Denise Fox Denise Fox's Investors Bank & Trust Experience October 2005 - March 2007
Job Controller at New England Farms
Industry Accounting
Experience
New England Farms April 2013 - Present
Nouria Energy February 2011 - Present
7-Eleven December 2009 - January 2011
White Hen Pantry- New England March 2007 - December 2009
Investors Bank & Trust October 2005 - March 2007
The Community Builders, Inc. April 2004 - September 2005
HallKeen Management April 1994 - April 2004
Skills
Fixed Assets- Great..., Audit Workapapers, Financial Analysis, General Ledger, Financial Reporting, FRx Report Designer, Microsoft Excel, Property Management
Education
Eastern Nazarene College 2000 — 2002
MSM, Management
University of Massachusetts Boston 1974 — 1978
BS, Elementary Education
New England Farms April 2013 - Present
Nouria Energy February 2011 - Present
7-Eleven December 2009 - January 2011
White Hen Pantry- New England March 2007 - December 2009
Investors Bank & Trust October 2005 - March 2007
The Community Builders, Inc. April 2004 - September 2005
HallKeen Management April 1994 - April 2004
Skills
Fixed Assets- Great..., Audit Workapapers, Financial Analysis, General Ledger, Financial Reporting, FRx Report Designer, Microsoft Excel, Property Management
Education
Eastern Nazarene College 2000 — 2002
MSM, Management
University of Massachusetts Boston 1974 — 1978
BS, Elementary Education
Anthony Rufo Anthony Rufo's Investors Bank & Trust Experience 2004 - 2006
Job Associate Attorney at Foley Hoag LLP
Industry Law Practice
Experience
Foley Hoag LLP January 2010 - Present
Investors Bank & Trust (acquired by State Street) 2006 - 2007
Investors Bank & Trust 2004 - 2006
Skills
Intellectual Property, Litigation, Legal Writing, Civil Litigation, Trademarks, Copyright Law, Legal Research, Licensing
Education
Suffolk University Law School 2005 — 2009
JD
Boston Conservatory 1996 — 1999
Music
Emerson College 1986 — 1992
Bachelor's degree, Theatre/Theater
Foley Hoag LLP January 2010 - Present
Investors Bank & Trust (acquired by State Street) 2006 - 2007
Investors Bank & Trust 2004 - 2006
Skills
Intellectual Property, Litigation, Legal Writing, Civil Litigation, Trademarks, Copyright Law, Legal Research, Licensing
Education
Suffolk University Law School 2005 — 2009
JD
Boston Conservatory 1996 — 1999
Music
Emerson College 1986 — 1992
Bachelor's degree, Theatre/Theater
Krish Bandi PMP Krish Bandi PMP's Investors Bank & Trust Experience January 2002 - June 2007
Job Vice President, Investment Manager Services at State Street
Industry Financial Services
Experience
State Street January 2012 - Present
StateStreet Corporation July 2007 - December 2011
Investors Bank & Trust January 2002 - June 2007
Modis September 2001 - December 2001
Trigent Software December 1997 - August 2001
Internet Systems March 1996 - November 1997
Govt. of Andhra Pradesh March 1989 - March 1996
Skills
Program Management, PMP, PMO, Project Management, IT Strategy, Vendor Management, Resource Management, Strategic Vision, Enterprise Architecture, Business Architecture, Project Portfolio..., Data Warehousing, System Migration, Large Conversions, Onsite-Offshore..., Global Client Management, Team Building, Product Development, Relationship Management, CRM, Business Process..., Software Development, Business Analysis, Process Improvement, Project Planning, SDLC, Agile Methodologies, Software Project..., Analysis, Leadership, Financial Services, Management, Requirements Gathering, Business Development, Requirements Analysis, Portfolio Management, Business Requirements, Risk Management, Product Management, Outsourcing, Business Process, Project Delivery, IT Management, Offshoring, Agile Project Management
Education
Jawaharlal Nehru Technological University 1989 — 1991
M.Tech, Structural Engineering
Sri Venkateswara University 1982 — 1986
B.Tech, Civil Engineering
Besant Theosophical College 1980 — 1982
Intermediate, Math, Physics, Chemistry
AP Residential School, Kodigenahalli 1977 — 1980
High School Diploma, Math, Sciences, Social Studies
State Street January 2012 - Present
StateStreet Corporation July 2007 - December 2011
Investors Bank & Trust January 2002 - June 2007
Modis September 2001 - December 2001
Trigent Software December 1997 - August 2001
Internet Systems March 1996 - November 1997
Govt. of Andhra Pradesh March 1989 - March 1996
Skills
Program Management, PMP, PMO, Project Management, IT Strategy, Vendor Management, Resource Management, Strategic Vision, Enterprise Architecture, Business Architecture, Project Portfolio..., Data Warehousing, System Migration, Large Conversions, Onsite-Offshore..., Global Client Management, Team Building, Product Development, Relationship Management, CRM, Business Process..., Software Development, Business Analysis, Process Improvement, Project Planning, SDLC, Agile Methodologies, Software Project..., Analysis, Leadership, Financial Services, Management, Requirements Gathering, Business Development, Requirements Analysis, Portfolio Management, Business Requirements, Risk Management, Product Management, Outsourcing, Business Process, Project Delivery, IT Management, Offshoring, Agile Project Management
Education
Jawaharlal Nehru Technological University 1989 — 1991
M.Tech, Structural Engineering
Sri Venkateswara University 1982 — 1986
B.Tech, Civil Engineering
Besant Theosophical College 1980 — 1982
Intermediate, Math, Physics, Chemistry
AP Residential School, Kodigenahalli 1977 — 1980
High School Diploma, Math, Sciences, Social Studies
Joe Hodgson Joe Hodgson's Investors Bank & Trust Experience August 2006 - June 2007
Job Senior Accountant at Citi
Industry Financial Services
Experience
Citi August 2008 - Present
State Street July 2007 - July 2008
Investors Bank & Trust August 2006 - June 2007
Skills
Account Reconciliation, Financial Analysis, Business Analysis, Critical Thinking, Close Attention to..., Communication
Education
Keene State College 2002 — 2006
Bachelor of Science (BS), Economics
Citi August 2008 - Present
State Street July 2007 - July 2008
Investors Bank & Trust August 2006 - June 2007
Skills
Account Reconciliation, Financial Analysis, Business Analysis, Critical Thinking, Close Attention to..., Communication
Education
Keene State College 2002 — 2006
Bachelor of Science (BS), Economics
Ezra Stevens Ezra Stevens's Investors Bank & Trust Experience 2005 - 2006
Job Financial
Industry Financial Services
Experience
State Street January 2006 - December 2013
Investors Bank & Trust 2005 - 2006
Lo Jack Corporation 2003 - 2004
Herb Chambers Honda 2000 - December 2001
Skills
Great team builder, Communication, Leadership, Highly detail oriented, Strategy Implementation, Self-motivated Team..., Professional
Education
Dean College
Associate's Degree, AS, Management with a Concentration in Marketing
Suffolk University
Bachelor's Degree, BS, Management with a concentration in Finance
State Street January 2006 - December 2013
Investors Bank & Trust 2005 - 2006
Lo Jack Corporation 2003 - 2004
Herb Chambers Honda 2000 - December 2001
Skills
Great team builder, Communication, Leadership, Highly detail oriented, Strategy Implementation, Self-motivated Team..., Professional
Education
Dean College
Associate's Degree, AS, Management with a Concentration in Marketing
Suffolk University
Bachelor's Degree, BS, Management with a concentration in Finance
Brian Thornfeldt Brian Thornfeldt's Investors Bank & Trust Experience January 2004 - August 2004
Job Vice President & GM at DwellStudio
Industry Retail
Experience
DwellStudio & Wayfair.com March 2014 - Present
DwellStudio August 2013 - Present
Wayfair December 2011 - August 2013
Wayfair August 2008 - November 2011
Wayfair January 2006 - August 2008
Wayfair August 2004 - January 2006
Investors Bank & Trust January 2004 - August 2004
Skills
E-commerce, Online Advertising, Web Analytics, Google Analytics, SEM, SEO, Analytics, Marketing Strategy, Product Marketing, PPC, Digital Marketing, Email Marketing, Google Adwords, Online Marketing, Product Management, Competitive Analysis, Social Media Marketing
Education
Northeastern University 2009 — 2012
M.B.A.
Hamilton College 1999 — 2003
BA, Economics
DwellStudio & Wayfair.com March 2014 - Present
DwellStudio August 2013 - Present
Wayfair December 2011 - August 2013
Wayfair August 2008 - November 2011
Wayfair January 2006 - August 2008
Wayfair August 2004 - January 2006
Investors Bank & Trust January 2004 - August 2004
Skills
E-commerce, Online Advertising, Web Analytics, Google Analytics, SEM, SEO, Analytics, Marketing Strategy, Product Marketing, PPC, Digital Marketing, Email Marketing, Google Adwords, Online Marketing, Product Management, Competitive Analysis, Social Media Marketing
Education
Northeastern University 2009 — 2012
M.B.A.
Hamilton College 1999 — 2003
BA, Economics
Brandon Richie, MPM Brandon Richie, MPM's Investors Bank & Trust Experience April 2002 - March 2004
Job Project Manager, Global Business Services at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific January 2011 - Present
Boston Scientific October 2008 - January 2011
Staples March 2004 - October 2008
Investors Bank & Trust April 2002 - March 2004
Investors Bank and Trust September 2000 - April 2002
Greater Boston Mortgage Advisors April 2000 - September 2000
West Virginia Radio Corporation 1997 - 2000
Skills
Process Improvement, Human Resources, Vendor Management, Business Analysis, Change Management, Program Management, Cross-functional Team..., Business Process..., Strategic Planning, PeopleSoft, Project Management, Performance Management, Outsourcing, Executive Presentation..., Public Speaking, PowerPoint, Workshop Facilitation, Cultural Awareness, Business Development, Offshoring, Governance, Global Sourcing, Training Facilitation
Education
Duquesne University 1991 — 1995
BA, Communications
Boston Scientific January 2011 - Present
Boston Scientific October 2008 - January 2011
Staples March 2004 - October 2008
Investors Bank & Trust April 2002 - March 2004
Investors Bank and Trust September 2000 - April 2002
Greater Boston Mortgage Advisors April 2000 - September 2000
West Virginia Radio Corporation 1997 - 2000
Skills
Process Improvement, Human Resources, Vendor Management, Business Analysis, Change Management, Program Management, Cross-functional Team..., Business Process..., Strategic Planning, PeopleSoft, Project Management, Performance Management, Outsourcing, Executive Presentation..., Public Speaking, PowerPoint, Workshop Facilitation, Cultural Awareness, Business Development, Offshoring, Governance, Global Sourcing, Training Facilitation
Education
Duquesne University 1991 — 1995
BA, Communications
Howard Kao's Investors Bank & Trust Experience November 2004 - April 2005
Job Attorney at BuckleySandler LLP
Industry Law Practice
Experience
BuckleySandler LLP March 2011 - Present
Citysearch August 2009 - September 2010
Collins, Collins, Muir & Stewart, LLP May 2007 - January 2009
Investors Bank & Trust November 2004 - April 2005
Skills
Corporate Law, Litigation, Legal Research, Legal Writing, Legal Issues, Trademarks, Civil Litigation, Westlaw
Education
Loyola Law School, Los Angeles 2005 — 2008
JD, Law
UC Davis 2000 — 2004
Bachelor's of Science, Managerial Economics
BuckleySandler LLP March 2011 - Present
Citysearch August 2009 - September 2010
Collins, Collins, Muir & Stewart, LLP May 2007 - January 2009
Investors Bank & Trust November 2004 - April 2005
Skills
Corporate Law, Litigation, Legal Research, Legal Writing, Legal Issues, Trademarks, Civil Litigation, Westlaw
Education
Loyola Law School, Los Angeles 2005 — 2008
JD, Law
UC Davis 2000 — 2004
Bachelor's of Science, Managerial Economics
Ayush Agarwal Ayush Agarwal's Investors Bank & Trust Experience April 2005 - March 2007
Job BA/PM at GMO
Industry Financial Services
Experience
GMO August 2010 - Present
Wipro Technologies/State Street October 2009 - August 2010
BBH March 2007 - January 2009
Brown Brothers Harriman & Co March 2007 - January 2009
Investors Bank & Trust April 2005 - March 2007
Investors Bank & Trust January 2004 - April 2005
Skills
Business Analysis, Requirements Gathering, Testing, Quality Assurance, Software Documentation, SDLC, Requirements Analysis, Management, Business Requirements, Software Project...
Education
Isenberg School of Management, UMass Amherst 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 2001 — 2003
Bachelor of Arts, Economics; International Relations
University of Massachusetts Boston 2000 — 2001
Transfer, Computer Science
Army Public School
KV Bairagarh
GMO August 2010 - Present
Wipro Technologies/State Street October 2009 - August 2010
BBH March 2007 - January 2009
Brown Brothers Harriman & Co March 2007 - January 2009
Investors Bank & Trust April 2005 - March 2007
Investors Bank & Trust January 2004 - April 2005
Skills
Business Analysis, Requirements Gathering, Testing, Quality Assurance, Software Documentation, SDLC, Requirements Analysis, Management, Business Requirements, Software Project...
Education
Isenberg School of Management, UMass Amherst 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 2001 — 2003
Bachelor of Arts, Economics; International Relations
University of Massachusetts Boston 2000 — 2001
Transfer, Computer Science
Army Public School
KV Bairagarh
Evan Berman Evan Berman's Investors Bank & Trust Experience May 2001 - November 2006
Job Supervisor, NAV Analysis at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2006 - Present
Franklin Templeton Investments 2006 - 2009
Investors Bank & Trust May 2001 - November 2006
Skills
Fund Accounting, Financial Analysis, Equities, Analysis, Bloomberg, Leadership, Fixed Income, Investments, Hedge Funds, Alternative Investments, Financial Modeling, Derivatives, Portfolio Management, Valuation, Mutual Funds
Education
Huron University College 1997 — 2001
B.A.C.S., Finance and Administration
Franklin Templeton Investments November 2006 - Present
Franklin Templeton Investments 2006 - 2009
Investors Bank & Trust May 2001 - November 2006
Skills
Fund Accounting, Financial Analysis, Equities, Analysis, Bloomberg, Leadership, Fixed Income, Investments, Hedge Funds, Alternative Investments, Financial Modeling, Derivatives, Portfolio Management, Valuation, Mutual Funds
Education
Huron University College 1997 — 2001
B.A.C.S., Finance and Administration
Dwayne Rahman, CFM, CFMA's Investors Bank & Trust Experience 1996 - 2000
Job Regional Business Development Executive
Industry Executive Office
Experience
Global Resources, LLC 2013 - 2015
New Vision Holdings Group 2005 - 2009
Merrill Lynch 2002 - 2005
Morgan Stanley Investment Management 2000 - 2002
Investors Bank & Trust 1996 - 2000
Education
Harvard Extension School
Seton Hall University
Business Management
University of Massachusetts Boston
Bachelor of Science (BS)
Global Resources, LLC 2013 - 2015
New Vision Holdings Group 2005 - 2009
Merrill Lynch 2002 - 2005
Morgan Stanley Investment Management 2000 - 2002
Investors Bank & Trust 1996 - 2000
Education
Harvard Extension School
Seton Hall University
Business Management
University of Massachusetts Boston
Bachelor of Science (BS)
I Scott McWilliams's Investors Bank & Trust Experience January 2000 - September 2005
Job Senior Vice President, LaSalle Investment Management
Industry Investment Management
Experience
LaSalle Investment Management January 2007 - Present
Old Mutual Financial Network September 2005 - December 2006
Investors Bank & Trust January 2000 - September 2005
Education
Lafayette College 1994 — 1998
Episcopal Academy 1990 — 1994
LaSalle Investment Management January 2007 - Present
Old Mutual Financial Network September 2005 - December 2006
Investors Bank & Trust January 2000 - September 2005
Education
Lafayette College 1994 — 1998
Episcopal Academy 1990 — 1994
Sean Walton, CFA's Investors Bank & Trust Experience September 1999 - December 2002
Job
Industry Investment Management
Experience
Loomis Sayles January 2008 - Present
State Street Associates January 2003 - July 2007
Investors Bank & Trust September 1999 - December 2002
Skills
Fixed Income, Trading, FX Options, Financial Services, Currency, Management, Accounting, Bloomberg, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Asset Management, Investments, Financial Modeling, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS
University of Maine 1995 — 1998
BS
Drew University 1994 — 1995
Loomis Sayles January 2008 - Present
State Street Associates January 2003 - July 2007
Investors Bank & Trust September 1999 - December 2002
Skills
Fixed Income, Trading, FX Options, Financial Services, Currency, Management, Accounting, Bloomberg, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Asset Management, Investments, Financial Modeling, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS
University of Maine 1995 — 1998
BS
Drew University 1994 — 1995
Elizabeth Garozzo's Investors Bank & Trust Experience January 2002 - March 2003
Job Business Analyst Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fashions By Elizabeth August 2014 - August 2015
Charles River Development October 2005 - July 2014
The Macgregor Group March 2003 - September 2005
Investors Bank & Trust January 2002 - March 2003
Omgeo March 2001 - October 2001
Thomson Financial February 1999 - March 2001
Core2 Business Consulting May 1998 - February 1999
Hunneman & Company Coldwell Banker Real Estate July 1994 - May 1998
Softworld May 1997 - April 1998
Skills
Trading Systems, Market Data, Electronic Trading, Equities, Capital Markets, Equity Trading, Fixed Income, Back Office, Settlement, Exchange Connectivity, SQL, Unix, Hummingbird, Visio, Data Analysis, XML Spy, Office 365, Order Management, Derivatives, Portfolio Management, Trading Strategies, Electronic Trading..., Investment Management, Commodity, Trading, Financial Markets, FX Options, Low Latency, Options, Prime Brokerage, Financial Services, Sybase, Relationship Management, Equity Derivatives, Hedge Funds, Middle Office, Reference Data, FX trading, Swaps, Bloomberg, Securities, Asset Management, Credit Derivatives, Foreign Exchange, Investment Banking, Interest Rate..., Market Risk
Education
De Anza College
Fidelity Investments August 2015 - Present
Fashions By Elizabeth August 2014 - August 2015
Charles River Development October 2005 - July 2014
The Macgregor Group March 2003 - September 2005
Investors Bank & Trust January 2002 - March 2003
Omgeo March 2001 - October 2001
Thomson Financial February 1999 - March 2001
Core2 Business Consulting May 1998 - February 1999
Hunneman & Company Coldwell Banker Real Estate July 1994 - May 1998
Softworld May 1997 - April 1998
Skills
Trading Systems, Market Data, Electronic Trading, Equities, Capital Markets, Equity Trading, Fixed Income, Back Office, Settlement, Exchange Connectivity, SQL, Unix, Hummingbird, Visio, Data Analysis, XML Spy, Office 365, Order Management, Derivatives, Portfolio Management, Trading Strategies, Electronic Trading..., Investment Management, Commodity, Trading, Financial Markets, FX Options, Low Latency, Options, Prime Brokerage, Financial Services, Sybase, Relationship Management, Equity Derivatives, Hedge Funds, Middle Office, Reference Data, FX trading, Swaps, Bloomberg, Securities, Asset Management, Credit Derivatives, Foreign Exchange, Investment Banking, Interest Rate..., Market Risk
Education
De Anza College
Brian Frick's Investors Bank & Trust Experience 2004 - 2007
Job Project Manager at Liberty Mutual Investments
Industry Financial Services
Experience
Liberty Mutual Investments September 2014 - Present
State Street Global Markets 2012 - September 2014
State Street Global Markets 2007 - 2012
Investors Bank & Trust 2004 - 2007
Accenture 1999 - 2001
Accenture 1997 - 1999
Skills
Business Requirements, Financial Services, Business Analysis, Project Management, Trading Systems, Requirements Gathering, SDLC, Vendor Management, Risk Management, PMO, Requirements Analysis, Software Project..., IT Strategy, Project Portfolio..., Banking, Project Delivery, Visio
Education
Loyola University New Orleans 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Liberty Mutual Investments September 2014 - Present
State Street Global Markets 2012 - September 2014
State Street Global Markets 2007 - 2012
Investors Bank & Trust 2004 - 2007
Accenture 1999 - 2001
Accenture 1997 - 1999
Skills
Business Requirements, Financial Services, Business Analysis, Project Management, Trading Systems, Requirements Gathering, SDLC, Vendor Management, Risk Management, PMO, Requirements Analysis, Software Project..., IT Strategy, Project Portfolio..., Banking, Project Delivery, Visio
Education
Loyola University New Orleans 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Rachel Besch's Investors Bank & Trust Experience April 1996 - July 1997
Job Director, Talent Acquisition, Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments February 2011 - Present
Veritude, Fidelity Investments Company August 1997 - February 2011
Investors Bank & Trust April 1996 - July 1997
Education
Eckerd College 1990 — 1994
Fidelity Investments February 2011 - Present
Veritude, Fidelity Investments Company August 1997 - February 2011
Investors Bank & Trust April 1996 - July 1997
Education
Eckerd College 1990 — 1994
Jay Gadbaw, CAIA's Investors Bank & Trust Experience August 2007 - March 2008
Job Vice President Alternative Funds, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2014 - Present
Brown Brothers Harriman January 2012 - January 2014
Brown Brothers Harriman October 2010 - December 2012
State Street Global Markets August 2009 - August 2010
State Street Alternative Investment Solutions April 2008 - February 2009
Investors Bank & Trust August 2007 - March 2008
IBT April 2006 - August 2007
Investors Bank & Trust 2003 - 2007
Investors Bank & Trust April 2005 - April 2006
Investors Bank & Trust December 2003 - April 2005
Skills
Financial Reporting, Financial Analysis, Trading, Alternative Investments, Accounting, Mutual Funds, Investments, Financial Services, Hedge Funds, Private Equity, Finance, Bonds, Fund Of Funds, Fund Accounting, Equities, Securities, Fixed Income, Derivatives
Education
Hamilton College 1998 — 2003
Bachelor of Science, Philosophy
The Williams School 1991 — 1998
Brown Brothers Harriman February 2014 - Present
Brown Brothers Harriman January 2012 - January 2014
Brown Brothers Harriman October 2010 - December 2012
State Street Global Markets August 2009 - August 2010
State Street Alternative Investment Solutions April 2008 - February 2009
Investors Bank & Trust August 2007 - March 2008
IBT April 2006 - August 2007
Investors Bank & Trust 2003 - 2007
Investors Bank & Trust April 2005 - April 2006
Investors Bank & Trust December 2003 - April 2005
Skills
Financial Reporting, Financial Analysis, Trading, Alternative Investments, Accounting, Mutual Funds, Investments, Financial Services, Hedge Funds, Private Equity, Finance, Bonds, Fund Of Funds, Fund Accounting, Equities, Securities, Fixed Income, Derivatives
Education
Hamilton College 1998 — 2003
Bachelor of Science, Philosophy
The Williams School 1991 — 1998
Armstrong Daniel's Investors Bank & Trust Experience October 2003 - October 2004
Job Team lead Sales Chain Operations at C&S Wholesale Grocers
Industry Computer & Network Security
Experience
C&S Wholesale Grocers September 2012 - Present
PC Connection July 2007 - September 2011
Well Fargo Financial November 2004 - August 2005
Investors Bank & Trust October 2003 - October 2004
Surge 1999 - 1999
Skills
Lead Generation, Direct Sales, Vendor Management, Cold Calling, Negotiation, Contract Negotiation, Customer Satisfaction, Training, Networking, Market Research, Budgets, Process Improvement, Strategy, Operations Management, Logistics, Supply Chain, Coaching, Business Analysis, Business Strategy, Business Intelligence, Business Process..., Channel Partners, Change Management, Management, Sales Operations, Leadership, Forecasting, Competitive Analysis, New Business Development, Sales, Project Management, ERP, Business Development, Sales Process, CRM, Cross-functional Team..., Team Leadership, Analysis, Team Building, Enterprise Software, Start-ups, Cloud Computing, Marketing Strategy, Strategic Planning, Project Planning, Retail, Six Sigma, Team Management, Customer Service, Sales Presentations
Education
Franklin Pierce College 1999 — 2003
Bachelor's Degree, Marketing, 3.49 GPA
C&S Wholesale Grocers September 2012 - Present
PC Connection July 2007 - September 2011
Well Fargo Financial November 2004 - August 2005
Investors Bank & Trust October 2003 - October 2004
Surge 1999 - 1999
Skills
Lead Generation, Direct Sales, Vendor Management, Cold Calling, Negotiation, Contract Negotiation, Customer Satisfaction, Training, Networking, Market Research, Budgets, Process Improvement, Strategy, Operations Management, Logistics, Supply Chain, Coaching, Business Analysis, Business Strategy, Business Intelligence, Business Process..., Channel Partners, Change Management, Management, Sales Operations, Leadership, Forecasting, Competitive Analysis, New Business Development, Sales, Project Management, ERP, Business Development, Sales Process, CRM, Cross-functional Team..., Team Leadership, Analysis, Team Building, Enterprise Software, Start-ups, Cloud Computing, Marketing Strategy, Strategic Planning, Project Planning, Retail, Six Sigma, Team Management, Customer Service, Sales Presentations
Education
Franklin Pierce College 1999 — 2003
Bachelor's Degree, Marketing, 3.49 GPA
Chris Woodfin's Investors Bank & Trust Experience April 2006 - July 2007
Job Experienced Financial Services and Insurance professional.
Industry Financial Services
Experience
TD April 2015 - Present
Prestige Insurance Agency January 2009 - August 2014
Lewtan Technologies July 2007 - June 2008
Investors Bank & Trust April 2006 - July 2007
Investors Bank & Trust November 2000 - April 2006
Investors Bank & Trust July 1997 - November 2000
Skills
Financial Services, Fixed Income, Risk Management, Process Improvement, Securities, Business Analysis, Project Management, Equities, Mutual Funds, Investments, Financial Risk, Financial Analysis, Access, Microsoft Excel, Financial Modeling, Corporate Actions, Budgets, Insurance, Analysis, Vendor Management, Accounting, Management
Education
Endicott College 1995 — 1997
Associate's degree, Accounting
Salem High School 1991 — 1995
TD April 2015 - Present
Prestige Insurance Agency January 2009 - August 2014
Lewtan Technologies July 2007 - June 2008
Investors Bank & Trust April 2006 - July 2007
Investors Bank & Trust November 2000 - April 2006
Investors Bank & Trust July 1997 - November 2000
Skills
Financial Services, Fixed Income, Risk Management, Process Improvement, Securities, Business Analysis, Project Management, Equities, Mutual Funds, Investments, Financial Risk, Financial Analysis, Access, Microsoft Excel, Financial Modeling, Corporate Actions, Budgets, Insurance, Analysis, Vendor Management, Accounting, Management
Education
Endicott College 1995 — 1997
Associate's degree, Accounting
Salem High School 1991 — 1995
Chris Robillard, FRM's Investors Bank & Trust Experience September 2000 - June 2004
Job Senior Manager, Business Development / M&A at Baxalta
Industry Pharmaceuticals
Experience
Baxalta June 2015 - Present
Cubist Pharmaceuticals September 2010 - June 2015
Ropes & Gray LLP August 2006 - September 2010
Investors Bank & Trust September 2000 - June 2004
Skills
Accounting, Data Analysis, Competitive Analysis, Statistics, Financial Reporting, Financial Modeling, Microsoft Excel, Finance, Strategic Planning, Financial Analysis, Due Diligence, Mergers, Corporate Finance, Analytics, Strategy, Analysis, Business Strategy, Management, Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
Master of Business Administration (M.B.A.)
Lehigh University 1996 — 2000
Baxalta June 2015 - Present
Cubist Pharmaceuticals September 2010 - June 2015
Ropes & Gray LLP August 2006 - September 2010
Investors Bank & Trust September 2000 - June 2004
Skills
Accounting, Data Analysis, Competitive Analysis, Statistics, Financial Reporting, Financial Modeling, Microsoft Excel, Finance, Strategic Planning, Financial Analysis, Due Diligence, Mergers, Corporate Finance, Analytics, Strategy, Analysis, Business Strategy, Management, Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
Master of Business Administration (M.B.A.)
Lehigh University 1996 — 2000
Patti Kuemmerle's Investors Bank & Trust Experience September 2005 - February 2006
Job Officer at State Street Corporation
Industry Accounting
Experience
State Street August 2015 - Present
State Street February 2014 - Present
State Street Bank June 2008 - February 2014
State Street Bank February 2006 - June 2008
Investors Bank & Trust September 2005 - February 2006
Investors Bank & Trust August 2004 - September 2005
Skills
Financial Services, Account Management, Mutual Funds, Financial Analysis, Relationship Management, Business Analysis, Equities, Investments, Risk Management, Fixed Income, Banking, Bloomberg
Education
Ithaca College 2000 — 2004
Bachelor's degree, Finance and Management
State Street August 2015 - Present
State Street February 2014 - Present
State Street Bank June 2008 - February 2014
State Street Bank February 2006 - June 2008
Investors Bank & Trust September 2005 - February 2006
Investors Bank & Trust August 2004 - September 2005
Skills
Financial Services, Account Management, Mutual Funds, Financial Analysis, Relationship Management, Business Analysis, Equities, Investments, Risk Management, Fixed Income, Banking, Bloomberg
Education
Ithaca College 2000 — 2004
Bachelor's degree, Finance and Management
Beth Keefe's Investors Bank & Trust Experience November 1998 - June 2007
Job Registered Nurse
Industry Hospital & Health Care
Experience
New Bedford Rehabilitation Hospital May 2014 - Present
Genesis HealthCare October 2013 - May 2014
Signature Healthcare Brockton Hospital January 2012 - May 2013
High Point Treatment Center January 2013 - February 2013
St. Joseph's Manor September 2011 - December 2011
State Street July 2007 - December 2010
Investors Bank & Trust November 1998 - June 2007
Investors Bank & Trust December 2003 - December 2006
Investors Bank & Trust June 2001 - December 2003
Investors Bank & Trust April 2000 - May 2001
Education
University of Massachusetts Dartmouth 2013 — 2015
Bachelor of Science (BS), Nursing
Signature Healthcare Brockton Hospital School of Nursing 2011 — 2013
Diploma in Nursing, Registered Nursing/Registered Nurse, 3.65/4.0
Fisher College 2011 — 2013
Associate of Science (A.S.), General Studies, 3.85/4.0
University of Massachusetts Dartmouth 1989 — 1993
New Bedford Rehabilitation Hospital May 2014 - Present
Genesis HealthCare October 2013 - May 2014
Signature Healthcare Brockton Hospital January 2012 - May 2013
High Point Treatment Center January 2013 - February 2013
St. Joseph's Manor September 2011 - December 2011
State Street July 2007 - December 2010
Investors Bank & Trust November 1998 - June 2007
Investors Bank & Trust December 2003 - December 2006
Investors Bank & Trust June 2001 - December 2003
Investors Bank & Trust April 2000 - May 2001
Education
University of Massachusetts Dartmouth 2013 — 2015
Bachelor of Science (BS), Nursing
Signature Healthcare Brockton Hospital School of Nursing 2011 — 2013
Diploma in Nursing, Registered Nursing/Registered Nurse, 3.65/4.0
Fisher College 2011 — 2013
Associate of Science (A.S.), General Studies, 3.85/4.0
University of Massachusetts Dartmouth 1989 — 1993
Neil Hiralall's Investors Bank & Trust Experience March 2005 - October 2007
Job Director Asset Liability Management at Federal Home Loan Bank of Boston
Industry Banking
Experience
Federal Home Loan Bank of Boston October 2014 - Present
Brown Brothers Harriman March 2008 - October 2014
Investors Bank & Trust March 2005 - October 2007
Bank of America 1998 - 2005
Skills
Risk Management, Portfolio Management, Loans, ALM, Basel II, Mutual Funds, Securities, Financial Services, Strategy, Hedge Funds, Treasury, Financial Risk, Securities Lending, Corporate Finance
Education
Edinboro University of Pennsylvania
Bachelors, Physics and Mathematics
Federal Home Loan Bank of Boston October 2014 - Present
Brown Brothers Harriman March 2008 - October 2014
Investors Bank & Trust March 2005 - October 2007
Bank of America 1998 - 2005
Skills
Risk Management, Portfolio Management, Loans, ALM, Basel II, Mutual Funds, Securities, Financial Services, Strategy, Hedge Funds, Treasury, Financial Risk, Securities Lending, Corporate Finance
Education
Edinboro University of Pennsylvania
Bachelors, Physics and Mathematics
Anna Lavin's Investors Bank & Trust Experience 2001 - 2007
Job Vice President Client Management at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2012 - Present
GlobeOp Financial Services April 2010 - November 2012
GlobeOp Financial Services November 2007 - April 2010
Investors Bank & Trust 2001 - 2007
Skills
Hedge Funds, Relationship Management, Mutual Funds, CRM, Fund Accounting, Alternative Investments, Asset Management, Bloomberg, Derivatives, Equities, Financial Services, Fixed Income, Fund Administration, Investments, Portfolio Management, Securities
Education
Johnson & Wales University 1988 — 1992
Deutsche Bank October 2012 - Present
GlobeOp Financial Services April 2010 - November 2012
GlobeOp Financial Services November 2007 - April 2010
Investors Bank & Trust 2001 - 2007
Skills
Hedge Funds, Relationship Management, Mutual Funds, CRM, Fund Accounting, Alternative Investments, Asset Management, Bloomberg, Derivatives, Equities, Financial Services, Fixed Income, Fund Administration, Investments, Portfolio Management, Securities
Education
Johnson & Wales University 1988 — 1992
David Narbeth's Investors Bank & Trust Experience December 2005 - December 2007
Job Audit Manager at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2015 - Present
Eaton Vance September 2012 - June 2015
State Street April 2010 - September 2012
State Street December 2007 - April 2010
Investors Bank & Trust December 2005 - December 2007
Citizens Bank December 2003 - December 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Auditing, Financial Reporting, Accounting, Internal Audit, Financial Accounting, Financial Services, Risk Management, Legal Compliance, Standards Compliance, Due Diligence, Financial Risk
Education
Suffolk University - Sawyer School of Management 2004 — 2007
MSA, Accounting
Lafayette College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Citizens Financial Group, Inc. June 2015 - Present
Eaton Vance September 2012 - June 2015
State Street April 2010 - September 2012
State Street December 2007 - April 2010
Investors Bank & Trust December 2005 - December 2007
Citizens Bank December 2003 - December 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Auditing, Financial Reporting, Accounting, Internal Audit, Financial Accounting, Financial Services, Risk Management, Legal Compliance, Standards Compliance, Due Diligence, Financial Risk
Education
Suffolk University - Sawyer School of Management 2004 — 2007
MSA, Accounting
Lafayette College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Holly Dubay's Investors Bank & Trust Experience 2004 - 2005
Job Client Experience Manager
Industry Financial Services
Experience
The Legacy Companies, LLC September 2007 - Present
The Ultimate Gift Experience, LLC 2005 - 2007
Investors Bank & Trust 2004 - 2005
Multiple Sclerosis Society of Queensland February 2003 - June 2003
Cape Cod Healthcare 2000 - 2003
Skills
Coaching
Education
Fairfield University 2000 — 2004
Bachelor of Science in Business Administration, Finance, Management
Barnstable High School 1996 — 2000
The Legacy Companies, LLC September 2007 - Present
The Ultimate Gift Experience, LLC 2005 - 2007
Investors Bank & Trust 2004 - 2005
Multiple Sclerosis Society of Queensland February 2003 - June 2003
Cape Cod Healthcare 2000 - 2003
Skills
Coaching
Education
Fairfield University 2000 — 2004
Bachelor of Science in Business Administration, Finance, Management
Barnstable High School 1996 — 2000
Alex Khang's Investors Bank & Trust Experience March 2004 - April 2004
Job Client Service at SunGard Securities Finance
Industry Financial Services
Experience
SunGard Capital Markets June 2013 - Present
State Street Securities Finance January 2007 - February 2009
State Street Bank April 2004 - December 2006
Investors Bank & Trust March 2004 - April 2004
Deloitte June 2001 - August 2001
Skills
Bonds, Finance, Public Speaking, Investments
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
Bachelor of Business Administration, Double Major in Accounting & Economics
CSM
SunGard Capital Markets June 2013 - Present
State Street Securities Finance January 2007 - February 2009
State Street Bank April 2004 - December 2006
Investors Bank & Trust March 2004 - April 2004
Deloitte June 2001 - August 2001
Skills
Bonds, Finance, Public Speaking, Investments
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
Bachelor of Business Administration, Double Major in Accounting & Economics
CSM
Scott Frankwick's Investors Bank & Trust Experience July 2000 - June 2004
Job Finance Manager at Mario's
Industry Financial Services
Experience
Mario's October 2009 - Present
Hollywood Entertainment January 2006 - September 2009
OHSU October 2004 - December 2005
Investors Bank & Trust July 2000 - June 2004
Auburn Community Bank May 1999 - July 2000
The Golden 1 Credit Union April 1998 - May 1999
School of the Art Institute of Chicago (SAIC) February 1996 - February 1998
Harris Bank May 1993 - February 1996
McDonald's September 1989 - May 1993
Education
Luther College 1984 — 1988
B.A.
Mario's October 2009 - Present
Hollywood Entertainment January 2006 - September 2009
OHSU October 2004 - December 2005
Investors Bank & Trust July 2000 - June 2004
Auburn Community Bank May 1999 - July 2000
The Golden 1 Credit Union April 1998 - May 1999
School of the Art Institute of Chicago (SAIC) February 1996 - February 1998
Harris Bank May 1993 - February 1996
McDonald's September 1989 - May 1993
Education
Luther College 1984 — 1988
B.A.
Justin Palmer's Investors Bank & Trust Experience June 2001 - January 2005
Job Managing Director Global Investment Services at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management March 2008 - Present
PricewaterhouseCoopers January 2005 - February 2008
Price Waterhouse Coopers 2005 - 2008
Investors Bank & Trust June 2001 - January 2005
Skills
Analysis, Derivatives, Financial Analysis, Fixed Income, Investments, Management
Education
Suffolk University - Sawyer Business School 1999 — 2001
Elmira College 1997 — 1999
None, Business Management
Babson Capital Management March 2008 - Present
PricewaterhouseCoopers January 2005 - February 2008
Price Waterhouse Coopers 2005 - 2008
Investors Bank & Trust June 2001 - January 2005
Skills
Analysis, Derivatives, Financial Analysis, Fixed Income, Investments, Management
Education
Suffolk University - Sawyer Business School 1999 — 2001
Elmira College 1997 — 1999
None, Business Management
Jackie Halle's Investors Bank & Trust Experience September 2004 - March 2005
Job Software Developer at CUSTOMS Info | Global Data Mining
Industry Computer Software
Experience
CUSTOMS Info Global Data Mining May 2012 - Present
Mercury Payment Systems January 2006 - December 2007
Investors Bank & Trust September 2004 - March 2005
Wellington Management February 2004 - September 2004
Fidelity Investments October 2000 - August 2002
John Hancock Life Insurance Company (U.S.A.) October 1998 - October 2000
Johnson & Johnson July 1997 - October 1998
Skills
OOP, C#, ASP.NET, VB.NET, Visual Studio, .NET, XML, Perl, HTML, T-SQL, PL/SQL, Visual C++, JavaScript, VBScript, Unix Shell Scripting, Ultrix, Linux, MS Reporting Services, SSIS, Erwin, S-Designer, Rational Suite, Oracle Financial, Crystal Reports, Toad Data Modeler, PVCS, Microsoft SQL Server, Sybase, Sybase SQL Anywhere, Oracle Enterprise..., PB, Lisp, DCL, Assembly Language, WinBatch, Stored Procedures, Database Triggers, Batch Programming, ASP
Education
Hiram College 1991 — 1995
Bachelor of Arts (B.A.), Computer Science
CUSTOMS Info Global Data Mining May 2012 - Present
Mercury Payment Systems January 2006 - December 2007
Investors Bank & Trust September 2004 - March 2005
Wellington Management February 2004 - September 2004
Fidelity Investments October 2000 - August 2002
John Hancock Life Insurance Company (U.S.A.) October 1998 - October 2000
Johnson & Johnson July 1997 - October 1998
Skills
OOP, C#, ASP.NET, VB.NET, Visual Studio, .NET, XML, Perl, HTML, T-SQL, PL/SQL, Visual C++, JavaScript, VBScript, Unix Shell Scripting, Ultrix, Linux, MS Reporting Services, SSIS, Erwin, S-Designer, Rational Suite, Oracle Financial, Crystal Reports, Toad Data Modeler, PVCS, Microsoft SQL Server, Sybase, Sybase SQL Anywhere, Oracle Enterprise..., PB, Lisp, DCL, Assembly Language, WinBatch, Stored Procedures, Database Triggers, Batch Programming, ASP
Education
Hiram College 1991 — 1995
Bachelor of Arts (B.A.), Computer Science
Michael Maruca's Investors Bank & Trust Experience August 2001 - July 2002
Job Field Sales Engineer Intel Corporation
Industry Semiconductors
Experience
Intel April 2009 - Present
Intel June 2006 - April 2009
Intel January 2004 - May 2006
Intel July 2002 - January 2004
Investors Bank & Trust August 2001 - July 2002
Skills
Product Management, Budgets, Competitive Analysis, Cross-functional Team..., Financial Analysis, Financial Modeling, Forecasting, SAP, Product Marketing, Process Improvement, Semiconductor Industry, Semiconductors, Program Management, Enterprise Software, Sales, Intel, Business Development, Account Management, Management, Contract Negotiation, Project Management, Solution Selling, Embedded Systems, Project Planning, Strategic Partnerships
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
University of Massachusetts, Amherst 1997 — 2001
BA, Finance & Economics
Intel April 2009 - Present
Intel June 2006 - April 2009
Intel January 2004 - May 2006
Intel July 2002 - January 2004
Investors Bank & Trust August 2001 - July 2002
Skills
Product Management, Budgets, Competitive Analysis, Cross-functional Team..., Financial Analysis, Financial Modeling, Forecasting, SAP, Product Marketing, Process Improvement, Semiconductor Industry, Semiconductors, Program Management, Enterprise Software, Sales, Intel, Business Development, Account Management, Management, Contract Negotiation, Project Management, Solution Selling, Embedded Systems, Project Planning, Strategic Partnerships
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
University of Massachusetts, Amherst 1997 — 2001
BA, Finance & Economics
Eric Noseworthy's Investors Bank & Trust Experience November 2004 - January 2006
Job Account Manager at Forrester Research
Industry Market Research
Experience
Forrester Research April 2011 - Present
Forrester Research October 2008 - July 2011
State Street Corp February 2006 - July 2008
Investors Bank & Trust November 2004 - January 2006
PGA Tour, INC. Buick Classic May 2000 - June 2001
Skills
Market Research, Business Development, Leadership, Public Relations, Management, CRM, Marketing Strategy, Strategy, Salesforce.com, Sales, Program Management, Account Management, Marketing, New Business Development, Lead Generation, SaaS, Strategic Partnerships, Analytics, Competitive Analysis, Product Marketing, Customer Retention, Training, Digital Marketing
Education
Suffolk University - Sawyer School of Management 2003 — 2006
M.B.A
Ithaca College 1997 — 2001
B.S., Sport Management
Forrester Research April 2011 - Present
Forrester Research October 2008 - July 2011
State Street Corp February 2006 - July 2008
Investors Bank & Trust November 2004 - January 2006
PGA Tour, INC. Buick Classic May 2000 - June 2001
Skills
Market Research, Business Development, Leadership, Public Relations, Management, CRM, Marketing Strategy, Strategy, Salesforce.com, Sales, Program Management, Account Management, Marketing, New Business Development, Lead Generation, SaaS, Strategic Partnerships, Analytics, Competitive Analysis, Product Marketing, Customer Retention, Training, Digital Marketing
Education
Suffolk University - Sawyer School of Management 2003 — 2006
M.B.A
Ithaca College 1997 — 2001
B.S., Sport Management
Alison Hudson, PHR's Investors Bank & Trust Experience 1999 - 2000
Job Senior Corporate Manager, Human Resources
Industry Human Resources
Experience
W.B. Mason Company Inc. May 2014 - Present
W.B. Mason Company Inc. May 2014 - November 2014
Dependable Cleaners August 2013 - April 2014
Design Mark Industries 2004 - June 2013
The Bergquist Company 2004 - 2007
Hub Folding Box Company July 2001 - March 2004
Investors Bank & Trust 1999 - 2000
Skills
Employee Relations, Onboarding, Employee Benefits, Talent Acquisition, Deferred Compensation, Performance Management, Applicant Tracking..., HRIS, Talent Management, College Recruiting, Payroll, Benefits Administration, Employee Engagement, Recruiting, Benefits Negotiation, Coaching, Training, AAP, Microsoft Office, Human Resources, New Hire Orientations, Workforce Planning, Succession Planning, Labor Relations, Hiring, Career Development, Interviews, Employment Law, Job Fairs, Conflict Resolution, EEO, Personnel Management, Organizational..., Temporary Placement, Job Analysis, Internet Recruiting, Sourcing, Employee Training, Leadership Development, HR Policies, ADP Payroll, Management, Leadership, Compensation & Benefits, Strategy, Compensation, Technical Recruiting, Team Building
Education
Emmanuel College 2005 — 2009
Master of Science (M.S.), Human Resources
Merrimack College 1997 — 2001
Bachelor of Arts (B.A.), Psychology
West Bridgewater High
W.B. Mason Company Inc. May 2014 - Present
W.B. Mason Company Inc. May 2014 - November 2014
Dependable Cleaners August 2013 - April 2014
Design Mark Industries 2004 - June 2013
The Bergquist Company 2004 - 2007
Hub Folding Box Company July 2001 - March 2004
Investors Bank & Trust 1999 - 2000
Skills
Employee Relations, Onboarding, Employee Benefits, Talent Acquisition, Deferred Compensation, Performance Management, Applicant Tracking..., HRIS, Talent Management, College Recruiting, Payroll, Benefits Administration, Employee Engagement, Recruiting, Benefits Negotiation, Coaching, Training, AAP, Microsoft Office, Human Resources, New Hire Orientations, Workforce Planning, Succession Planning, Labor Relations, Hiring, Career Development, Interviews, Employment Law, Job Fairs, Conflict Resolution, EEO, Personnel Management, Organizational..., Temporary Placement, Job Analysis, Internet Recruiting, Sourcing, Employee Training, Leadership Development, HR Policies, ADP Payroll, Management, Leadership, Compensation & Benefits, Strategy, Compensation, Technical Recruiting, Team Building
Education
Emmanuel College 2005 — 2009
Master of Science (M.S.), Human Resources
Merrimack College 1997 — 2001
Bachelor of Arts (B.A.), Psychology
West Bridgewater High
Randall Holmes's Investors Bank & Trust Experience August 2001 - June 2003
Job Controller at Adelante Capital Management
Industry Financial Services
Experience
Adelante Capital Management October 2012 - Present
Citi Hedge Fund Services North America Inc. December 2009 - September 2012
Standish Management August 2008 - October 2009
Citi August 2007 - July 2008
BISYS December 2003 - August 2007
Rothstein Kass August 2003 - December 2003
Investors Bank & Trust August 2001 - June 2003
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Private Equity, Alternative Investments, Fund Accounting, Accounting, Fixed Income, Venture Capital, Valuation, Financial Services, Equities, Back Office, Auditing, Securities, Investments, Asset Management
Education
University of Wollongong 2000 — 2001
Corporate Finanace
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Corporate Finance, Finance
Norwell High School 1993 — 1997
Adelante Capital Management October 2012 - Present
Citi Hedge Fund Services North America Inc. December 2009 - September 2012
Standish Management August 2008 - October 2009
Citi August 2007 - July 2008
BISYS December 2003 - August 2007
Rothstein Kass August 2003 - December 2003
Investors Bank & Trust August 2001 - June 2003
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Private Equity, Alternative Investments, Fund Accounting, Accounting, Fixed Income, Venture Capital, Valuation, Financial Services, Equities, Back Office, Auditing, Securities, Investments, Asset Management
Education
University of Wollongong 2000 — 2001
Corporate Finanace
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Corporate Finance, Finance
Norwell High School 1993 — 1997
Colleen M. Shannon's Investors Bank & Trust Experience July 2000 - September 2004
Job Assistant Vice President at Wellington Management Company, LLP
Industry Investment Management
Experience
Wellington Management November 2010 - Present
Wellington Management Company September 2004 - December 2010
Investors Bank & Trust July 2000 - September 2004
Skills
Fixed Income, Mutual Funds, Bloomberg, Equities, Financial Services, Client Administration, Hedge Funds, Securities, Asset Management, Alternative Investments, Valuation, Risk Management, Finance, Business Analysis, Fund Accounting, Investments, Relationship Management
Education
Fairfield University 1996 — 2000
BA, Economics
Wellington Management November 2010 - Present
Wellington Management Company September 2004 - December 2010
Investors Bank & Trust July 2000 - September 2004
Skills
Fixed Income, Mutual Funds, Bloomberg, Equities, Financial Services, Client Administration, Hedge Funds, Securities, Asset Management, Alternative Investments, Valuation, Risk Management, Finance, Business Analysis, Fund Accounting, Investments, Relationship Management
Education
Fairfield University 1996 — 2000
BA, Economics
Craig Bradford's Investors Bank & Trust Experience June 2001 - March 2002
Job Manager of Professional Services at Recondo Technology
Industry Hospital & Health Care
Experience
Recondo Technology December 2014 - Present
Recondo Technology June 2013 - Present
Recondo Technology December 2012 - Present
Recondo Technology January 2009 - December 2012
Beacon Partners May 2008 - January 2009
Catholic Health Initiatives August 2005 - May 2008
Meditech March 2002 - July 2005
Investors Bank & Trust June 2001 - March 2002
Skills
Healthcare Information..., Revenue Cycle, Healthcare, HIPAA, HL7, Software Implementation, Healthcare Industry, Integration, Meditech, Project Management, Training, Healthcare Consulting, Software Project..., Hospitals, Managed Care, Salesforce.com, Analysis, Cerner, Process Improvement, Revenue Cycle Management
Education
Endicott College 2003 — 2005
M ed, Organizational Management
Southern New Hampshire University 1997 — 2001
BS, International Business
Recondo Technology December 2014 - Present
Recondo Technology June 2013 - Present
Recondo Technology December 2012 - Present
Recondo Technology January 2009 - December 2012
Beacon Partners May 2008 - January 2009
Catholic Health Initiatives August 2005 - May 2008
Meditech March 2002 - July 2005
Investors Bank & Trust June 2001 - March 2002
Skills
Healthcare Information..., Revenue Cycle, Healthcare, HIPAA, HL7, Software Implementation, Healthcare Industry, Integration, Meditech, Project Management, Training, Healthcare Consulting, Software Project..., Hospitals, Managed Care, Salesforce.com, Analysis, Cerner, Process Improvement, Revenue Cycle Management
Education
Endicott College 2003 — 2005
M ed, Organizational Management
Southern New Hampshire University 1997 — 2001
BS, International Business
John Spinney's Investors Bank & Trust Experience September 2001 - October 2007
Job COO & CFO at Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC October 2007 - Present
Investors Bank & Trust September 2001 - October 2007
State Street Corporation 2007 - 2007
Investors Bank & Trust / State Street 2001 - 2007
KPMG August 1987 - September 2001
J. Baker 1992 - 1992
Skills
Accounting, Alternative Investments, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Investments, Mutual Funds, Securities, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
BBA, Accounting
Bracebridge Capital, LLC October 2007 - Present
Investors Bank & Trust September 2001 - October 2007
State Street Corporation 2007 - 2007
Investors Bank & Trust / State Street 2001 - 2007
KPMG August 1987 - September 2001
J. Baker 1992 - 1992
Skills
Accounting, Alternative Investments, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Investments, Mutual Funds, Securities, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
BBA, Accounting
Justin Mikhalevsky's Investors Bank & Trust Experience September 2005 - April 2006
Job Manager
Industry Financial Services
Experience
Edelman Financial June 2010 - Present
Fidelity Investments April 2006 - May 2010
Investors Bank & Trust September 2005 - April 2006
Skills
Business Intelligence, Business Analytics, Data Analytics, Program Management, Business Strategy, Business Analysis, Project Management, Leadership, Management, Financial Services, Asset Management
Education
Florida State University 2001 — 2005
BS, Finance and Multinational Business
Edelman Financial June 2010 - Present
Fidelity Investments April 2006 - May 2010
Investors Bank & Trust September 2005 - April 2006
Skills
Business Intelligence, Business Analytics, Data Analytics, Program Management, Business Strategy, Business Analysis, Project Management, Leadership, Management, Financial Services, Asset Management
Education
Florida State University 2001 — 2005
BS, Finance and Multinational Business
Philip Mundt's Investors Bank & Trust Experience August 2006 - July 2007
Job Senior Financial Analyst at Johnson & Johnson
Industry Financial Services
Experience
Johnson & Johnson August 2015 - Present
EY June 2012 - Present
State Street August 2006 - May 2012
Investors Bank & Trust August 2006 - July 2007
Investors Bank & Trust August 2005 - August 2006
United States Marine Corps November 2004 - December 2005
DEITRICH GENERAL CONTRACTOR January 1999 - January 2004
VECTOR MARKETING CORPORATION May 2001 - August 2001
AIDS UND KIND (AIDS AND CHILD) September 1997 - June 1999
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Finance & Marketing
Syracuse University 1999 — 2004
BS, Psychology
Inter-Community School of Zurich 1994 — 1999
IB
Johnson & Johnson August 2015 - Present
EY June 2012 - Present
State Street August 2006 - May 2012
Investors Bank & Trust August 2006 - July 2007
Investors Bank & Trust August 2005 - August 2006
United States Marine Corps November 2004 - December 2005
DEITRICH GENERAL CONTRACTOR January 1999 - January 2004
VECTOR MARKETING CORPORATION May 2001 - August 2001
AIDS UND KIND (AIDS AND CHILD) September 1997 - June 1999
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Finance & Marketing
Syracuse University 1999 — 2004
BS, Psychology
Inter-Community School of Zurich 1994 — 1999
IB
Michael Grindlay, CPA's Investors Bank & Trust Experience 1994 - 2003
Job Investment Compliance Manager at John Hancock
Industry Financial Services
Experience
John Hancock July 2013 - Present
Grindlay Tax & Accounting January 2008 - Present
John Hancock November 2004 - July 2013
Investors Bank & Trust 1994 - 2003
Skills
Mutual Funds, Financial Services, Investments, Alternative Investments, Equities, Fixed Income, Securities, Bloomberg, Series 7
Education
Suffolk University - Sawyer Business School 2002 — 2004
MST, Taxation
Fairfield University 1990 — 1994
John Hancock July 2013 - Present
Grindlay Tax & Accounting January 2008 - Present
John Hancock November 2004 - July 2013
Investors Bank & Trust 1994 - 2003
Skills
Mutual Funds, Financial Services, Investments, Alternative Investments, Equities, Fixed Income, Securities, Bloomberg, Series 7
Education
Suffolk University - Sawyer Business School 2002 — 2004
MST, Taxation
Fairfield University 1990 — 1994
Josh Hunter's Investors Bank & Trust Experience September 2004 - July 2007
Job Principal Financial Officer at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC July 2015 - Present
J.P. Morgan February 2015 - July 2015
J.P. Morgan February 2011 - January 2015
J.P. Morgan July 2008 - January 2011
State Street Corporation July 2007 - June 2008
Investors Bank & Trust September 2004 - July 2007
Merrill Lynch September 2003 - May 2004
Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Compliance, IRS Sub-Chapter M, 1940 Act, Financial Reporting, Budget Analysis, Budget Development, Form N-1A, People Management, Coaching, Staff Mentoring, Budget Proposals, ETFs, Financial Services, Financial Accounting, Management, Mutual Funds, Fund Accounting, Fund Administration, Finance, Financial Statements, Budgets, Hedge Funds
Education
Suffolk University - Sawyer School of Management 2005 — 2008
Master of Business Administration (M.B.A.)
Ithaca College 2000 — 2004
Bachelor of Science in Business Administration, Concentration in Finance and Management; Minor in Economics
Foreside Financial Group, LLC July 2015 - Present
J.P. Morgan February 2015 - July 2015
J.P. Morgan February 2011 - January 2015
J.P. Morgan July 2008 - January 2011
State Street Corporation July 2007 - June 2008
Investors Bank & Trust September 2004 - July 2007
Merrill Lynch September 2003 - May 2004
Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Compliance, IRS Sub-Chapter M, 1940 Act, Financial Reporting, Budget Analysis, Budget Development, Form N-1A, People Management, Coaching, Staff Mentoring, Budget Proposals, ETFs, Financial Services, Financial Accounting, Management, Mutual Funds, Fund Accounting, Fund Administration, Finance, Financial Statements, Budgets, Hedge Funds
Education
Suffolk University - Sawyer School of Management 2005 — 2008
Master of Business Administration (M.B.A.)
Ithaca College 2000 — 2004
Bachelor of Science in Business Administration, Concentration in Finance and Management; Minor in Economics
Scharon Gordon's Investors Bank & Trust Experience 2001 - 2003
Job Vice President at Markit Group
Industry Investment Management
Experience
Markit Group 2012 - Present
Marathon Asset Management 2006 - 2012
Marathon Asset Management 2004 - 2006
Investors Bank & Trust 2001 - 2003
Skills
Structured Finance, Fixed Income, Hedge Funds, Asset Management, Bloomberg, Derivatives, Bonds, Securitization, Securities, Asset Managment, Valuation, Intex, Residential Mortgages, SQL, Financial Modeling, RediPlus, Intex Desktop, CDS, CLO, Equities, Python, Corelogic, Securitized Products, Data Analysis, VBA, Microsoft Office, Microsoft Excel, Financial Analysis, Portfolio Management, Capital Markets, Investments, Alternative Investments, Structured Products, Trading, MBS, ABS
Education
Fordham University - Graduate School of Business Administration
MBA, Finance and Business Economics
Tufts University
BA, Economics
Training the Street
Fordham Prep
Markit Group 2012 - Present
Marathon Asset Management 2006 - 2012
Marathon Asset Management 2004 - 2006
Investors Bank & Trust 2001 - 2003
Skills
Structured Finance, Fixed Income, Hedge Funds, Asset Management, Bloomberg, Derivatives, Bonds, Securitization, Securities, Asset Managment, Valuation, Intex, Residential Mortgages, SQL, Financial Modeling, RediPlus, Intex Desktop, CDS, CLO, Equities, Python, Corelogic, Securitized Products, Data Analysis, VBA, Microsoft Office, Microsoft Excel, Financial Analysis, Portfolio Management, Capital Markets, Investments, Alternative Investments, Structured Products, Trading, MBS, ABS
Education
Fordham University - Graduate School of Business Administration
MBA, Finance and Business Economics
Tufts University
BA, Economics
Training the Street
Fordham Prep
Gregory Yencharis, CFA's Investors Bank & Trust Experience September 2006 - June 2007
Job Vice President Fixed Income Research Analyst
Industry Financial Services
Experience
Neuberger Berman February 2011 - Present
Neuberger Berman June 2007 - February 2011
Investors Bank & Trust September 2006 - June 2007
MLBPA January 2006 - May 2006
FXCM December 2005 - January 2006
Skills
Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
BBA, BS, Finance, Sports Management
Neuberger Berman February 2011 - Present
Neuberger Berman June 2007 - February 2011
Investors Bank & Trust September 2006 - June 2007
MLBPA January 2006 - May 2006
FXCM December 2005 - January 2006
Skills
Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
BBA, BS, Finance, Sports Management
Brian Wonson's Investors Bank & Trust Experience October 1993 - October 2001
Job Senior Business Analyst at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting August 2013 - Present
Marchon Partners April 2012 - July 2013
JPMorgan April 2007 - April 2012
JPMorgan Chase November 2001 - April 2012
Investors Bank & Trust October 1993 - October 2001
Skills
Fixed Income, Fund Accounting, Equities, Bloomberg, Derivatives, Financial Services, Risk Management, Mutual Funds, Global Custody, Corporate Actions, Valuation, Securities, Accounting, Internal Controls, Cash Management, Due Diligence
Education
Fitchburg State College 1989 — 1993
Bachelor of Business Administration (BBA), Accounting and Finance
Westfield State College 1988 — 1989
Communication and Media Studies
Collaborative Consulting August 2013 - Present
Marchon Partners April 2012 - July 2013
JPMorgan April 2007 - April 2012
JPMorgan Chase November 2001 - April 2012
Investors Bank & Trust October 1993 - October 2001
Skills
Fixed Income, Fund Accounting, Equities, Bloomberg, Derivatives, Financial Services, Risk Management, Mutual Funds, Global Custody, Corporate Actions, Valuation, Securities, Accounting, Internal Controls, Cash Management, Due Diligence
Education
Fitchburg State College 1989 — 1993
Bachelor of Business Administration (BBA), Accounting and Finance
Westfield State College 1988 — 1989
Communication and Media Studies
Lauren Bevill's Investors Bank & Trust Experience 2002 - 2004
Job Events Manager at Standing O
Industry Events Services
Experience
Standing O, LLC April 2012 - Present
Vermont Chamber of Commerce August 2008 - May 2010
eSecLending (Securities Finance Trust Company) 2004 - 2007
Investors Bank & Trust 2002 - 2004
Education
Hobart and William Smith Colleges 1997 — 2001
BA, Psychology
Standing O, LLC April 2012 - Present
Vermont Chamber of Commerce August 2008 - May 2010
eSecLending (Securities Finance Trust Company) 2004 - 2007
Investors Bank & Trust 2002 - 2004
Education
Hobart and William Smith Colleges 1997 — 2001
BA, Psychology
Bart Ogonowski's Investors Bank & Trust Experience February 2003 - August 2007
Job Vice President, Regulatory Reporting Group at Citi
Industry Financial Services
Experience
Citi June 2012 - Present
Citi August 2007 - June 2012
Investors Bank & Trust February 2003 - August 2007
Investors Bank & Trust December 1999 - February 2003
Skills
Fund Administration, Fund Accounting, Alternative Investments, Hedge Funds, Fixed Income, Mutual Funds, Bloomberg, Securities, Equities, Private Equity, Commodity, Risk Management, Financial Analysis, Global Custody, Structured Finance, Financial Reporting, Derivatives, Securities Lending, Middle Office, Swaps, Fund Of Funds, Asset Management, Capital Markets
Education
Franklin & Marshall College 1995 — 1999
Bachelor of Arts (BA), Business Administration and Russian
Citi June 2012 - Present
Citi August 2007 - June 2012
Investors Bank & Trust February 2003 - August 2007
Investors Bank & Trust December 1999 - February 2003
Skills
Fund Administration, Fund Accounting, Alternative Investments, Hedge Funds, Fixed Income, Mutual Funds, Bloomberg, Securities, Equities, Private Equity, Commodity, Risk Management, Financial Analysis, Global Custody, Structured Finance, Financial Reporting, Derivatives, Securities Lending, Middle Office, Swaps, Fund Of Funds, Asset Management, Capital Markets
Education
Franklin & Marshall College 1995 — 1999
Bachelor of Arts (BA), Business Administration and Russian
Mark Largess's Investors Bank & Trust Experience October 2006 - March 2007
Job Finance and Operations Manager at Peace First, Inc.
Industry International Trade and Development
Experience
Peace First July 2012 - Present
Hult International Business School April 2010 - December 2011
EF Education First September 2008 - May 2010
Jewish Vocational Service 2009 - 2009
EF Education First March 2007 - September 2008
Investors Bank & Trust October 2006 - March 2007
Peace Corps March 2004 - June 2006
Skills
Finance, Financial Analysis, Project Management, Budgets, Forecasting, Analysis, Russian, German, Financial Modeling, Operations Management, International..., International Business..., Microsoft Excel, Non-profits, Business Strategy, Training, International Relations, History, Asian Studies, European History, Financial Reporting, Strategic Planning, Research, Accounting, Nonprofits, Public Speaking, Government, Project Planning, Variance Analysis
Education
Harvard University 2009 — 2012
Master's degree (ALM), Business Administration and Management, General
Northeastern University 2007 — 2008
Program Management
Georgetown University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Tim Kress' Project Management at UMass Boston
Peace First July 2012 - Present
Hult International Business School April 2010 - December 2011
EF Education First September 2008 - May 2010
Jewish Vocational Service 2009 - 2009
EF Education First March 2007 - September 2008
Investors Bank & Trust October 2006 - March 2007
Peace Corps March 2004 - June 2006
Skills
Finance, Financial Analysis, Project Management, Budgets, Forecasting, Analysis, Russian, German, Financial Modeling, Operations Management, International..., International Business..., Microsoft Excel, Non-profits, Business Strategy, Training, International Relations, History, Asian Studies, European History, Financial Reporting, Strategic Planning, Research, Accounting, Nonprofits, Public Speaking, Government, Project Planning, Variance Analysis
Education
Harvard University 2009 — 2012
Master's degree (ALM), Business Administration and Management, General
Northeastern University 2007 — 2008
Program Management
Georgetown University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Tim Kress' Project Management at UMass Boston
Steve Sivillo's Investors Bank & Trust Experience 1999 - 2000
Job at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
Justin Tourtelotte's Investors Bank & Trust Experience August 2003 - August 2004
Job Director, Business Consulting
Industry Computer Software
Experience
Eze Software Group / Eze OMS August 2004 - Present
Investors Bank & Trust August 2003 - August 2004
Skills
Trading Systems, Equities, Hedge Funds, Data Analysis, Business Analysis, Electronic Trading, Project Management, Product Management, Order Management, SQL, Fixed Income, Business Development, Microsoft SQL Server, Software Implementation, Software Project..., Market Data, Analytics, Financial Services
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA, High Tech MBA
Providence College 1999 — 2003
BS, Business Management, Computer Science
Eze Software Group / Eze OMS August 2004 - Present
Investors Bank & Trust August 2003 - August 2004
Skills
Trading Systems, Equities, Hedge Funds, Data Analysis, Business Analysis, Electronic Trading, Project Management, Product Management, Order Management, SQL, Fixed Income, Business Development, Microsoft SQL Server, Software Implementation, Software Project..., Market Data, Analytics, Financial Services
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA, High Tech MBA
Providence College 1999 — 2003
BS, Business Management, Computer Science
Thomas Ahern's Investors Bank & Trust Experience 1997 - 2007
Job Associate at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman AssociateBrown Brothers HarrimanJuly 2007 - Present
Investors Bank & Trust 1997 - 2007
Education
Dean College
Brown Brothers Harriman AssociateBrown Brothers HarrimanJuly 2007 - Present
Investors Bank & Trust 1997 - 2007
Education
Dean College
Nguyen-Vu Vo's Investors Bank & Trust Experience April 2006 - July 2007
Job Client Accounting & Reporting Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - May 2013
BNY Mellon September 2009 - November 2012
BNY Mellon September 2007 - February 2009
Investors Bank & Trust April 2006 - July 2007
Skills
Accounting, Auditing, Payroll, Excel, Risk, Financial Reporting, Financial Analysis, Lotus Notes, Access, Investments, Financial Services, Hedge Funds
Education
Lasell College 2001 — 2005
Bachelor Degree, Business Management
Lasell College 2001 — 2005
Bachelor of Science degree, Business ManagementClass
BNY Mellon November 2012 - May 2013
BNY Mellon September 2009 - November 2012
BNY Mellon September 2007 - February 2009
Investors Bank & Trust April 2006 - July 2007
Skills
Accounting, Auditing, Payroll, Excel, Risk, Financial Reporting, Financial Analysis, Lotus Notes, Access, Investments, Financial Services, Hedge Funds
Education
Lasell College 2001 — 2005
Bachelor Degree, Business Management
Lasell College 2001 — 2005
Bachelor of Science degree, Business ManagementClass
Koren (Fox) McDaniel's Investors Bank & Trust Experience 2002 - 2004
Job Regional Account Representative at InterAct Public Safety
Industry Computer Software
Experience
InterAct Public Safety December 2008 - Present
SilkRoad technology September 2008 - November 2008
Investors Bank & Trust 2002 - 2004
Barclays Global Investors 2001 - 2002
Wachovia June 1994 - December 2000
Education
High Point University 1994 — 1998
Bachelor of Science, International Business
InterAct Public Safety December 2008 - Present
SilkRoad technology September 2008 - November 2008
Investors Bank & Trust 2002 - 2004
Barclays Global Investors 2001 - 2002
Wachovia June 1994 - December 2000
Education
High Point University 1994 — 1998
Bachelor of Science, International Business
Ray LaPointe's Investors Bank & Trust Experience May 1998 - October 1999
Job Financial Services Professional
Industry Financial Services
Experience
Verrazano Consulting Solutions 2011 - Present
Loomis Sayles November 2006 - August 2007
MFS Investment Management April 2001 - October 2006
MFS Investment Management August 2000 - April 2001
Wellington Management March 2000 - June 2000
Investors Bank & Trust May 1998 - October 1999
Skills
Fixed Income, Equities, Back Office, Securities, Bloomberg, Trading, Process Improvement, Settlement, Software Documentation, User Acceptance Testing, SWIFT payments, Microsoft Office, Foreign Exchange, Hedge Funds, Derivatives, Alternative Investments, Business Analysis, Middle Office, Trading Systems, Fund Accounting, Vendor Management, Risk Management, Financial Services, Mutual Funds, Bonds
Education
Endicott College 1994 — 1998
Bachelor, Business Administration
Verrazano Consulting Solutions 2011 - Present
Loomis Sayles November 2006 - August 2007
MFS Investment Management April 2001 - October 2006
MFS Investment Management August 2000 - April 2001
Wellington Management March 2000 - June 2000
Investors Bank & Trust May 1998 - October 1999
Skills
Fixed Income, Equities, Back Office, Securities, Bloomberg, Trading, Process Improvement, Settlement, Software Documentation, User Acceptance Testing, SWIFT payments, Microsoft Office, Foreign Exchange, Hedge Funds, Derivatives, Alternative Investments, Business Analysis, Middle Office, Trading Systems, Fund Accounting, Vendor Management, Risk Management, Financial Services, Mutual Funds, Bonds
Education
Endicott College 1994 — 1998
Bachelor, Business Administration
Christina Hughes's Investors Bank & Trust Experience 2003 - 2004
Job Senior Product Manager, Device Marketing at Sanofi
Industry Pharmaceuticals
Experience
Sanofi September 2014 - Present
Genzyme, a Sanofi company November 2012 - September 2014
Sanofi July 2010 - November 2012
The Urban Institute June 2007 - July 2008
United States Peace Corps 2005 - 2007
Investors Bank & Trust 2003 - 2004
Skills
Organizational..., Community Development, Research, Marketing Strategy, Business Planning, Data Analysis, Strategy, Financial Modeling, Project Management, Market Research
Education
University of Virginia Darden School of Business 2008 — 2010
MBA, Business Administration
Hobart and William Smith Colleges 1999 — 2003
BA, Economics
Sanofi September 2014 - Present
Genzyme, a Sanofi company November 2012 - September 2014
Sanofi July 2010 - November 2012
The Urban Institute June 2007 - July 2008
United States Peace Corps 2005 - 2007
Investors Bank & Trust 2003 - 2004
Skills
Organizational..., Community Development, Research, Marketing Strategy, Business Planning, Data Analysis, Strategy, Financial Modeling, Project Management, Market Research
Education
University of Virginia Darden School of Business 2008 — 2010
MBA, Business Administration
Hobart and William Smith Colleges 1999 — 2003
BA, Economics
Colleen (McGowan) Whalen's Investors Bank & Trust Experience November 2003 - October 2005
Job Compliance Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management September 2014 - Present
Wells Capital Management January 2007 - September 2014
Evergreen Investments May 2006 - January 2007
Investors Bank & Trust November 2003 - October 2005
Skills
Mutual Funds, Bloomberg, Equities
Education
New England School of Law 2005 — 2009
J.D., Law
Framingham State University
BS, Business Administration
Wells Capital Management September 2014 - Present
Wells Capital Management January 2007 - September 2014
Evergreen Investments May 2006 - January 2007
Investors Bank & Trust November 2003 - October 2005
Skills
Mutual Funds, Bloomberg, Equities
Education
New England School of Law 2005 — 2009
J.D., Law
Framingham State University
BS, Business Administration
Ryan Yanaro's Investors Bank & Trust Experience 2005 - 2007
Job Finance and Operations Manager at Green Century Capital Management
Industry Financial Services
Experience
Green Century Capital Management June 2014 - Present
Merrill Lynch September 2013 - June 2014
Vanguard May 2012 - August 2012
State Street 2007 - July 2011
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Financial Modeling, Fund Accounting, Mutual Funds, Equities, Fixed Income, Financial Analysis, Securities, Corporate Finance, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Fairfield University
BA, Economics
Green Century Capital Management June 2014 - Present
Merrill Lynch September 2013 - June 2014
Vanguard May 2012 - August 2012
State Street 2007 - July 2011
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Financial Modeling, Fund Accounting, Mutual Funds, Equities, Fixed Income, Financial Analysis, Securities, Corporate Finance, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Fairfield University
BA, Economics
Frank Sidoti's Investors Bank & Trust Experience February 2005 - May 2007
Job Relationship Executive at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon January 2011 - August 2013
Fidelity Investments May 2007 - January 2010
Lutheran Social Services New England February 2009 - 2010
Investors Bank & Trust February 2005 - May 2007
SEI 2004 - 2005
State Street January 1988 - June 2003
Skills
Risk Management, Mutual Funds, Finance, Private Equity, Accounting, Hedge Funds, Forecasting, Investments, CRM, Alternative Investments, Financial Services
Education
Long Island University 1900 — 1900
BA
BNY Mellon August 2013 - Present
BNY Mellon January 2011 - August 2013
Fidelity Investments May 2007 - January 2010
Lutheran Social Services New England February 2009 - 2010
Investors Bank & Trust February 2005 - May 2007
SEI 2004 - 2005
State Street January 1988 - June 2003
Skills
Risk Management, Mutual Funds, Finance, Private Equity, Accounting, Hedge Funds, Forecasting, Investments, CRM, Alternative Investments, Financial Services
Education
Long Island University 1900 — 1900
BA
Leonidas Kelepouris's Investors Bank & Trust Experience November 2006 - July 2007
Job Manager
Industry Accounting
Experience
State Street July 2007 - Present
Investors Bank & Trust November 2006 - July 2007
Putnam Investments 2001 - 2004
Education
Framingham State University 1993 — 1996
Associates, Business administration
State Street July 2007 - Present
Investors Bank & Trust November 2006 - July 2007
Putnam Investments 2001 - 2004
Education
Framingham State University 1993 — 1996
Associates, Business administration
Matt Gavin's Investors Bank & Trust Experience June 2005 - July 2007
Job AVP Investment Operations Harvard Management Company
Industry Investment Management
Experience
Harvard Management Company January 2013 - Present
Harvard Management Company August 2009 - January 2013
Franklin Templeton Investments July 2007 - August 2009
Investors Bank & Trust June 2005 - July 2007
Skills
Fund Accounting, Corporate Actions, Bloomberg, Fund Administration, Hedge Funds, Mutual Funds, Middle Office, Fixed Income, Equities, Securities, Derivatives, Alternative Investments, Asset Managment, Back Office, Investments, Financial Services, Capital Markets, Global Custody, Financial Reporting, Settlement
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
BBA, Finance
University of Massachusetts, Amherst 2001 — 2005
Harvard Management Company January 2013 - Present
Harvard Management Company August 2009 - January 2013
Franklin Templeton Investments July 2007 - August 2009
Investors Bank & Trust June 2005 - July 2007
Skills
Fund Accounting, Corporate Actions, Bloomberg, Fund Administration, Hedge Funds, Mutual Funds, Middle Office, Fixed Income, Equities, Securities, Derivatives, Alternative Investments, Asset Managment, Back Office, Investments, Financial Services, Capital Markets, Global Custody, Financial Reporting, Settlement
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
BBA, Finance
University of Massachusetts, Amherst 2001 — 2005
Christine Holland's Investors Bank & Trust Experience 2001 - 2005
Job Relocation Specialist at MIT
Industry Human Resources
Experience
MIT September 2005 - Present
Investors Bank & Trust 2001 - 2005
Relocation Resources International 1996 - 2001
Jordan Marsh/ Macy's 1991 - 1996
Jack Conway & Co., Inc. 1986 - 1996
Skills
Real Estate, Contract Negotiation, Human Resources, Relocation, Employee Relations, Employee Benefits, Negotiation, Customer Service, Recruiting, Vendor Management, Strategic Planning, Policy, Property Management, Team Building
Education
Lesley University
Business Management
University of Massachusetts Boston
BA, History
MIT September 2005 - Present
Investors Bank & Trust 2001 - 2005
Relocation Resources International 1996 - 2001
Jordan Marsh/ Macy's 1991 - 1996
Jack Conway & Co., Inc. 1986 - 1996
Skills
Real Estate, Contract Negotiation, Human Resources, Relocation, Employee Relations, Employee Benefits, Negotiation, Customer Service, Recruiting, Vendor Management, Strategic Planning, Policy, Property Management, Team Building
Education
Lesley University
Business Management
University of Massachusetts Boston
BA, History
Andrew Hetman's Investors Bank & Trust Experience August 2006 - June 2007
Job HRIS and Payroll Manager at The Kraft Group
Industry Accounting
Experience
The Kraft Group November 2013 - Present
State Street July 2007 - November 2013
Investors Bank & Trust August 2006 - June 2007
Skills
Languages: Irish, Microsoft Word, Microsoft Excel, Microsoft powerpoint, Microsoft access, Visual Basic, Macro Creation
Education
Johnson & Wales University 2002 — 2006
AS, BS, Accounting
The Kraft Group November 2013 - Present
State Street July 2007 - November 2013
Investors Bank & Trust August 2006 - June 2007
Skills
Languages: Irish, Microsoft Word, Microsoft Excel, Microsoft powerpoint, Microsoft access, Visual Basic, Macro Creation
Education
Johnson & Wales University 2002 — 2006
AS, BS, Accounting
Brian J Callahan's Investors Bank & Trust Experience July 2001 - July 2004
Job Default Analyst at Quicken Loans
Industry Financial Services
Experience
Quicken Loans March 2013 - Present
Walker & Dunlop September 2012 - December 2012
CWCapital, LLC December 2010 - September 2012
Nationstar Mortgage (fka Aurora Bank FSB) June 2009 - September 2010
Freelance March 2008 - June 2009
Deutsche Bank Berkshire Mortgage July 2007 - March 2008
Deutsche Bank Berkshire Mortgage 2004 - 2007
JPMorgan Chase September 2003 - August 2004
Investors Bank & Trust July 2001 - July 2004
Skills
Real Estate, Loans, Mortgage, Customer Relations, Customer Service, Microsoft Office, Excel, Underwriting
Education
Fairfield University 1997 — 2001
BA, Economics
Quicken Loans March 2013 - Present
Walker & Dunlop September 2012 - December 2012
CWCapital, LLC December 2010 - September 2012
Nationstar Mortgage (fka Aurora Bank FSB) June 2009 - September 2010
Freelance March 2008 - June 2009
Deutsche Bank Berkshire Mortgage July 2007 - March 2008
Deutsche Bank Berkshire Mortgage 2004 - 2007
JPMorgan Chase September 2003 - August 2004
Investors Bank & Trust July 2001 - July 2004
Skills
Real Estate, Loans, Mortgage, Customer Relations, Customer Service, Microsoft Office, Excel, Underwriting
Education
Fairfield University 1997 — 2001
BA, Economics
Jay Harrington's Investors Bank & Trust Experience August 1998 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
State Street Corp November 2007 - February 2009
Fidelity Investments May 2007 - November 2007
Investors Bank & Trust August 1998 - November 2007
Education
Johnson & Wales University
MBA, International Business
State Street Corp November 2007 - February 2009
Fidelity Investments May 2007 - November 2007
Investors Bank & Trust August 1998 - November 2007
Education
Johnson & Wales University
MBA, International Business
David Guilmette's Investors Bank & Trust Experience December 2005 - January 2007
Job Performance Measurement and Reporting Analyst at Hemenway & Barnes
Industry Financial Services
Experience
Hemenway & Barnes April 2014 - Present
State Street January 2011 - March 2014
State Street September 2008 - December 2010
State Street January 2007 - September 2008
Investors Bank & Trust December 2005 - January 2007
Skills
Mutual Funds, Fund Accounting, Corporate Actions, Accounting, Investments, Microsoft Office, Securities, Internal Audit, Business Analysis, Microsoft Excel, Fund Of Funds, Financial Services, Equities, Financial Analysis, Fixed Income, Alternative Investments, Asset Management, Settlement, Financial Reporting, Analysis, Process Improvement, Hedge Funds, Bloomberg, Trading, Management, Banking, Financial Risk
Education
Fitchburg State University
Bachelor of Science (B.S.), Computer Information Systems
Hemenway & Barnes April 2014 - Present
State Street January 2011 - March 2014
State Street September 2008 - December 2010
State Street January 2007 - September 2008
Investors Bank & Trust December 2005 - January 2007
Skills
Mutual Funds, Fund Accounting, Corporate Actions, Accounting, Investments, Microsoft Office, Securities, Internal Audit, Business Analysis, Microsoft Excel, Fund Of Funds, Financial Services, Equities, Financial Analysis, Fixed Income, Alternative Investments, Asset Management, Settlement, Financial Reporting, Analysis, Process Improvement, Hedge Funds, Bloomberg, Trading, Management, Banking, Financial Risk
Education
Fitchburg State University
Bachelor of Science (B.S.), Computer Information Systems
Tony Jones, CAPM, SSBB, LSSBB's Investors Bank & Trust Experience April 2006 - July 2007
Job Experienced Project Management/Business Analyst Professional
Industry Investment Management
Experience
Wipro Technologies February 2012 - Present
Software Solutions Inc November 2011 - January 2012
JPMorgan Chase June 2009 - June 2010
State Street July 2007 - February 2009
Investors Bank & Trust April 2006 - July 2007
SS&C Technologies September 2002 - March 2006
Skills
Analysis, Fixed Income, Financial Reporting, Derivatives, Equities, Accounting, Process Improvement, Portfolio Management, Investments, Hedge Funds, Asset Management, Banking, Auditing, Account Reconciliation, Securities, Mutual Funds, Internal Controls, Management, CRM, Program Management
Education
Quality and Productivity Solutions 2010 — 2010
Six Sigma, Project Management
Isenberg School of Management, UMass Amherst 1995 — 2000
BA, Finance
Wipro Technologies February 2012 - Present
Software Solutions Inc November 2011 - January 2012
JPMorgan Chase June 2009 - June 2010
State Street July 2007 - February 2009
Investors Bank & Trust April 2006 - July 2007
SS&C Technologies September 2002 - March 2006
Skills
Analysis, Fixed Income, Financial Reporting, Derivatives, Equities, Accounting, Process Improvement, Portfolio Management, Investments, Hedge Funds, Asset Management, Banking, Auditing, Account Reconciliation, Securities, Mutual Funds, Internal Controls, Management, CRM, Program Management
Education
Quality and Productivity Solutions 2010 — 2010
Six Sigma, Project Management
Isenberg School of Management, UMass Amherst 1995 — 2000
BA, Finance
Gaetano DiMiceli's Investors Bank & Trust Experience August 2002 - June 2004
Job Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2009 - Present
AllianceBernstein June 2004 - May 2009
Investors Bank & Trust August 2002 - June 2004
Sanford C. Bernstein May 2000 - August 2002
Skills
Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Mutual Funds, Options, FX Options, Credit Derivatives, Middle Office, Valuation, Equity Derivatives, Settlement, Back Office, Corporate Actions, Bloomberg Terminal, Swaps, Structured Products, Interest Rate..., Market Data, Business Analysis
Education
Northeastern University 2002 — 2004
MSF, Finance
Iona College 1996 — 2000
Bachelor of Arts (B.A.), Finance, Economics
AllianceBernstein May 2009 - Present
AllianceBernstein June 2004 - May 2009
Investors Bank & Trust August 2002 - June 2004
Sanford C. Bernstein May 2000 - August 2002
Skills
Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Mutual Funds, Options, FX Options, Credit Derivatives, Middle Office, Valuation, Equity Derivatives, Settlement, Back Office, Corporate Actions, Bloomberg Terminal, Swaps, Structured Products, Interest Rate..., Market Data, Business Analysis
Education
Northeastern University 2002 — 2004
MSF, Finance
Iona College 1996 — 2000
Bachelor of Arts (B.A.), Finance, Economics
William Carinci's Investors Bank & Trust Experience 2000 - 2001
Job VP, Managed Accounts, Equity Trading
Industry Financial Services
Experience
Goldman Sachs Asset Management 2004 - Present
AllianceBernstein 2001 - 2004
Investors Bank & Trust 2000 - 2001
Skills
Series 63, Trading, Investments, Investment Management, Separately Managed..., Series 7, Equity Trading, Block Trading, Bloomberg, Security APL, Vestmark, Wrap Accounts
Education
Fordham University - Graduate School of Business Administration 2002 — 2006
MBA, Finance and Business Economics
Villanova University 1995 — 2000
Bachelor of Science (BS), Finance
Goldman Sachs Asset Management 2004 - Present
AllianceBernstein 2001 - 2004
Investors Bank & Trust 2000 - 2001
Skills
Series 63, Trading, Investments, Investment Management, Separately Managed..., Series 7, Equity Trading, Block Trading, Bloomberg, Security APL, Vestmark, Wrap Accounts
Education
Fordham University - Graduate School of Business Administration 2002 — 2006
MBA, Finance and Business Economics
Villanova University 1995 — 2000
Bachelor of Science (BS), Finance
Philip Sidell's Investors Bank & Trust Experience January 2001 - January 2005
Job Engineering Manager Native Mobile at Cengage Learning
Industry E-Learning
Experience
Cengage Learning August 2015 - Present
Tensai Solutions LLC March 2012 - Present
Cengage Learning June 2014 - August 2015
Accenture January 2005 - June 2014
Investors Bank & Trust January 2001 - January 2005
Skills
iPhone Application..., iOS development, Android, Android Development, C#, .NET, Solution Architecture, Web Applications, Program Management, Enterprise Architecture, Objective-C, Microsoft SQL Server, Integration, Visual Studio, VB.NET, XML, Client Server..., System Integrators, Strategy, IT Strategy, Enterprise Software, Business Development, Swift, iOS
Education
Suffolk University Law School 2000 — 2004
J.D., EU, Intellectual Property
Dickinson College 1994 — 1998
Bachelor of Arts (BA), International Relations and Affairs
Cengage Learning August 2015 - Present
Tensai Solutions LLC March 2012 - Present
Cengage Learning June 2014 - August 2015
Accenture January 2005 - June 2014
Investors Bank & Trust January 2001 - January 2005
Skills
iPhone Application..., iOS development, Android, Android Development, C#, .NET, Solution Architecture, Web Applications, Program Management, Enterprise Architecture, Objective-C, Microsoft SQL Server, Integration, Visual Studio, VB.NET, XML, Client Server..., System Integrators, Strategy, IT Strategy, Enterprise Software, Business Development, Swift, iOS
Education
Suffolk University Law School 2000 — 2004
J.D., EU, Intellectual Property
Dickinson College 1994 — 1998
Bachelor of Arts (BA), International Relations and Affairs
William Clemens's Investors Bank & Trust Experience June 1997 - November 1998
Job Product Development Manager at SunGard
Industry Computer Software
Experience
SunGard March 2009 - Present
SunGard July 2006 - March 2009
SunGard July 2002 - July 2006
SunGard March 2001 - July 2002
Federal Home Loan Bank of Boston April 2000 - March 2001
Federal Home Loan Bank of Boston November 1998 - April 2000
Investors Bank & Trust June 1997 - November 1998
Darling Consulting Group June 1996 - June 1997
Darling Consulting Group April 1995 - November 1996
State Street Bank June 1994 - March 1995
Skills
ALM, Financial Analysis, Portfolio Management, Risk Management, Business Analysis, Finance, Banking, Financial Risk, Financial Services, Fixed Income, Capital Markets
Education
Isenberg School of Management, UMass Amherst 1991 — 1994
Business Administration, Accounting
SunGard March 2009 - Present
SunGard July 2006 - March 2009
SunGard July 2002 - July 2006
SunGard March 2001 - July 2002
Federal Home Loan Bank of Boston April 2000 - March 2001
Federal Home Loan Bank of Boston November 1998 - April 2000
Investors Bank & Trust June 1997 - November 1998
Darling Consulting Group June 1996 - June 1997
Darling Consulting Group April 1995 - November 1996
State Street Bank June 1994 - March 1995
Skills
ALM, Financial Analysis, Portfolio Management, Risk Management, Business Analysis, Finance, Banking, Financial Risk, Financial Services, Fixed Income, Capital Markets
Education
Isenberg School of Management, UMass Amherst 1991 — 1994
Business Administration, Accounting
Ethan Hamilton's Investors Bank & Trust Experience 2006 - 2007
Job Assistant Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - June 2015
State Street Bank September 2011 - June 2013
Deloitte January 2011 - September 2011
JPMorgan Chase February 2007 - December 2010
Investors Bank & Trust 2006 - 2007
FEMA 2005 - 2006
Hockomock Area YMCA 2005 - 2005
Skills
Tax Returns, Partnership Taxation, GoSystems, Tax Accounting, Tax, Accounting, Financial Services, Bloomberg, Financial Analysis, Financial Reporting, Fund Accounting, Hedge Funds, Private Equity, SEC filings, Alternative Investments
Education
Framingham State University 2001 — 2005
Business
North Attleboro High School 1995 — 1999
JPMorgan Chase May 2013 - June 2015
State Street Bank September 2011 - June 2013
Deloitte January 2011 - September 2011
JPMorgan Chase February 2007 - December 2010
Investors Bank & Trust 2006 - 2007
FEMA 2005 - 2006
Hockomock Area YMCA 2005 - 2005
Skills
Tax Returns, Partnership Taxation, GoSystems, Tax Accounting, Tax, Accounting, Financial Services, Bloomberg, Financial Analysis, Financial Reporting, Fund Accounting, Hedge Funds, Private Equity, SEC filings, Alternative Investments
Education
Framingham State University 2001 — 2005
Business
North Attleboro High School 1995 — 1999
Harriet Holder's Investors Bank & Trust Experience November 1999 - March 2003
Job Auditor at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide September 2009 - Present
Davids Bridal December 2003 - June 2011
Investors Bank & Trust November 1999 - March 2003
Education
Eastern Nazarene College 2002 — 2008
Master, Business
Boston Business School 1977 — 1980
Secretarial
Hilton Worldwide September 2009 - Present
Davids Bridal December 2003 - June 2011
Investors Bank & Trust November 1999 - March 2003
Education
Eastern Nazarene College 2002 — 2008
Master, Business
Boston Business School 1977 — 1980
Secretarial
Jaquelyn Jackson's Investors Bank & Trust Experience January 2007 - July 2007
Job Vice President Internal Audit, Regulatory Compliance at Synchrony Financial
Industry Financial Services
Experience
Synchrony Financial November 2014 - Present
StonehamBank January 2012 - Present
New England School for Financial Studies May 2013 - June 2014
Royal Bank of Scotland 2007 - 2012
Investors Bank & Trust January 2007 - July 2007
Sovereign Bank August 2005 - January 2007
Skills
Credit, Banking, Risk Management, Loans, Financial Risk, Risk Assessment, Anti Money Laundering, Finance, Financial Analysis, AML, Financial Services
Education
New England School of Financial Studies 2013 — 2014
Certificate of Completion, Banking and finance
Hampton University 1998 — 2002
Bachelor's degree, Business Management
LCA
Synchrony Financial November 2014 - Present
StonehamBank January 2012 - Present
New England School for Financial Studies May 2013 - June 2014
Royal Bank of Scotland 2007 - 2012
Investors Bank & Trust January 2007 - July 2007
Sovereign Bank August 2005 - January 2007
Skills
Credit, Banking, Risk Management, Loans, Financial Risk, Risk Assessment, Anti Money Laundering, Finance, Financial Analysis, AML, Financial Services
Education
New England School of Financial Studies 2013 — 2014
Certificate of Completion, Banking and finance
Hampton University 1998 — 2002
Bachelor's degree, Business Management
LCA
Marc Cardella's Investors Bank & Trust Experience September 2006 - August 2007
Job Manager at TIAACREF
Industry Accounting
Experience
TIAA-CREF July 2014 - Present
TIAA-CREF September 2010 - July 2014
TIAA-CREF March 2009 - August 2010
TIAA-CREF October 2007 - February 2009
Investors Bank & Trust September 2006 - August 2007
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2013
Master of Business Administration (M.B.A.)
Lafayette College 2002 — 2006
Bachelor of Arts, Economics and Business
TIAA-CREF July 2014 - Present
TIAA-CREF September 2010 - July 2014
TIAA-CREF March 2009 - August 2010
TIAA-CREF October 2007 - February 2009
Investors Bank & Trust September 2006 - August 2007
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2013
Master of Business Administration (M.B.A.)
Lafayette College 2002 — 2006
Bachelor of Arts, Economics and Business
Stephanie Fontes's Investors Bank & Trust Experience March 2006 - June 2007
Job at
Industry Financial Services
Experience
AEW Capital Management November 2014 - Present
Choate, Hall & Stewart April 2011 - November 2014
State Street July 2007 - April 2011
Investors Bank & Trust March 2006 - June 2007
Skills
Management, Accounting, Analysis, Account Reconciliation, Financial Analysis, Securities, Finance, Financial Reporting, Outlook, Microsoft Excel, Access, Invoicing, Banking, Project Management, Microsoft Office, PowerPoint
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MS, Accounting
Hofstra University 2001 — 2005
BBA, Accounting
AEW Capital Management November 2014 - Present
Choate, Hall & Stewart April 2011 - November 2014
State Street July 2007 - April 2011
Investors Bank & Trust March 2006 - June 2007
Skills
Management, Accounting, Analysis, Account Reconciliation, Financial Analysis, Securities, Finance, Financial Reporting, Outlook, Microsoft Excel, Access, Invoicing, Banking, Project Management, Microsoft Office, PowerPoint
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MS, Accounting
Hofstra University 2001 — 2005
BBA, Accounting
Jessica Sutyla's Investors Bank & Trust Experience December 2009 - September 2010
Job Experienced Finance Professional
Industry Financial Services
Experience
PEGASUS PIZZA February 2011 - Present
Pegasus Pizza September 2010 - Present
Investors Bank & Trust December 2009 - September 2010
State Street December 2009 - August 2010
State Street July 2007 - December 2009
State Street Corporation July 2007 - December 2009
Franklin Pierce University January 2005 - May 2005
Brooks Pharmacy February 2004 - May 2005
Education
Franklin Pierce University 2001 — 2005
Bachelor of Arts, Business Management
Franklin Pierce University
Bachelor of Arts, Business Management
PEGASUS PIZZA February 2011 - Present
Pegasus Pizza September 2010 - Present
Investors Bank & Trust December 2009 - September 2010
State Street December 2009 - August 2010
State Street July 2007 - December 2009
State Street Corporation July 2007 - December 2009
Franklin Pierce University January 2005 - May 2005
Brooks Pharmacy February 2004 - May 2005
Education
Franklin Pierce University 2001 — 2005
Bachelor of Arts, Business Management
Franklin Pierce University
Bachelor of Arts, Business Management
Giselle Gill's Investors Bank & Trust Experience September 2001 - July 2007
Job Senior Manager Global Technology Project Services at Staples
Industry Information Technology and Services
Experience
Staples May 2013 - Present
State Street Corporation May 2010 - February 2013
State Street Corporation July 2007 - May 2010
Investors Bank & Trust September 2001 - July 2007
Polaroid Corporation 1999 - August 2001
Polaroid Corporation 1997 - 1999
Polaroid Corporation 1994 - 1997
Polaroid Corporation 1990 - 1994
Skills
Microsoft Excel, Customer Service, English, Microsoft Word, PowerPoint, Windows, Research, Microsoft Office, Business Analysis, Program Management, Management, Integration, MS Project, IT Strategy, PMO, PMP, Process Improvement, Project Management, Requirements Analysis, SDLC, Software Project..., Vendor Management, Visio
Education
Howard University
BBA, Management Information Systems
Staples May 2013 - Present
State Street Corporation May 2010 - February 2013
State Street Corporation July 2007 - May 2010
Investors Bank & Trust September 2001 - July 2007
Polaroid Corporation 1999 - August 2001
Polaroid Corporation 1997 - 1999
Polaroid Corporation 1994 - 1997
Polaroid Corporation 1990 - 1994
Skills
Microsoft Excel, Customer Service, English, Microsoft Word, PowerPoint, Windows, Research, Microsoft Office, Business Analysis, Program Management, Management, Integration, MS Project, IT Strategy, PMO, PMP, Process Improvement, Project Management, Requirements Analysis, SDLC, Software Project..., Vendor Management, Visio
Education
Howard University
BBA, Management Information Systems
Jen O'Grady's Investors Bank & Trust Experience September 2006 - December 2008
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
State Street December 2011 - May 2014
State Street January 2009 - December 2011
Investors Bank & Trust Dublin September 2006 - December 2008
Investors Bank & Trust September 2006 - December 2008
Investors Bank & Trust June 2004 - September 2006
Skills
Fund Accounting, Mutual Funds, Fund Administration, Bloomberg, Fixed Income, Corporate Actions, Equities, Hedge Funds, Securities, Derivatives, Financial Analysis, Alternative Investments, Investments, Bloomberg Terminal, Swaps, Financial Modeling, FX Options, Portfolio Management, Asset Managment, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2004
Bachelor's degree, Finance
State Street May 2014 - Present
State Street December 2011 - May 2014
State Street January 2009 - December 2011
Investors Bank & Trust Dublin September 2006 - December 2008
Investors Bank & Trust September 2006 - December 2008
Investors Bank & Trust June 2004 - September 2006
Skills
Fund Accounting, Mutual Funds, Fund Administration, Bloomberg, Fixed Income, Corporate Actions, Equities, Hedge Funds, Securities, Derivatives, Financial Analysis, Alternative Investments, Investments, Bloomberg Terminal, Swaps, Financial Modeling, FX Options, Portfolio Management, Asset Managment, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2004
Bachelor's degree, Finance
Maria Drewnowski's Investors Bank & Trust Experience 2003 - 2007
Job Assistant Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank September 2003 - Present
Investors Bank & Trust 2003 - 2007
Costco Wholesale November 2000 - August 2002
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2003
BBA, Finance
École Supérieure de Commerce Rouen, France
Undergraduate Program in European Management
State Street Bank September 2003 - Present
Investors Bank & Trust 2003 - 2007
Costco Wholesale November 2000 - August 2002
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2003
BBA, Finance
École Supérieure de Commerce Rouen, France
Undergraduate Program in European Management
Albert Villar's Investors Bank & Trust Experience 2002 - 2004
Job Sr VMware Infrastructure Administrator at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard 2012 - Present
IBM 2004 - 2011
Investors Bank & Trust 2002 - 2004
PurchasePro June 2001 - August 2001
Intel Corporation January 2000 - December 2000
Ingram Micro 1995 - 1999
Avco Financial Services 1990 - 1995
Skills
MCITP, MCSE, CCNP, VCP5, MCSA + Messaging, Microsoft Certified..., MCSA, Microsoft Exchange, Virtualization, Servers, DNS, VMware ESX, Data Center, Cisco Technologies, Active Directory, Cloud Computing, Disaster Recovery, Security, System Administration, VMware, Windows Server, vSphere
Education
University of Southern California
Bachelor's degree, Business Admin
Grossmont College 1988 — 1990
Certificate, Computer Programming and Systems
Hewlett-Packard 2012 - Present
IBM 2004 - 2011
Investors Bank & Trust 2002 - 2004
PurchasePro June 2001 - August 2001
Intel Corporation January 2000 - December 2000
Ingram Micro 1995 - 1999
Avco Financial Services 1990 - 1995
Skills
MCITP, MCSE, CCNP, VCP5, MCSA + Messaging, Microsoft Certified..., MCSA, Microsoft Exchange, Virtualization, Servers, DNS, VMware ESX, Data Center, Cisco Technologies, Active Directory, Cloud Computing, Disaster Recovery, Security, System Administration, VMware, Windows Server, vSphere
Education
University of Southern California
Bachelor's degree, Business Admin
Grossmont College 1988 — 1990
Certificate, Computer Programming and Systems
mark kadehjian's Investors Bank & Trust Experience March 2001 - April 2005
Job Corporate Facilities Supervisor at DentaQuest
Industry Facilities Services
Experience
DentaQuest Manage office buildouts from planning to execution nationally. Ensure that emergency back up systems are maintained. Maintain up to date floor plans and seating charts. Create and maintain project budgets and annual Facilities budgets for 7 locations.Facilities RepresentativeDentaQuestMay 2005 - April 2011
Investors Bank & Trust March 2001 - April 2005
Skills
Facilities Management, Process Improvement, Vendor Management, Budgets, Contract Negotiation, Program Management, Operations Management, Team Building
Education
Keene State College
Bachelor's degree, Industrial Technology, minor Management
DentaQuest Manage office buildouts from planning to execution nationally. Ensure that emergency back up systems are maintained. Maintain up to date floor plans and seating charts. Create and maintain project budgets and annual Facilities budgets for 7 locations.Facilities RepresentativeDentaQuestMay 2005 - April 2011
Investors Bank & Trust March 2001 - April 2005
Skills
Facilities Management, Process Improvement, Vendor Management, Budgets, Contract Negotiation, Program Management, Operations Management, Team Building
Education
Keene State College
Bachelor's degree, Industrial Technology, minor Management
Brionne Rossi's Investors Bank & Trust Experience 2002 - 2005
Job Financial Services, Treasury Management Professional
Industry Financial Services
Experience
American Pacific Mortgage February 2013 - Present
State Street Bank 2011 - 2012
State Street Bank 2009 - 2011
State Street Bank 2006 - 2009
SAFE Credit Union 2005 - 2006
Investors Bank & Trust 2002 - 2005
Skills
Equities, Bloomberg, Risk Management, Finance, Fixed Income, Securities, Mutual Funds, Investments, Financial Services, Financial Analysis, Treasury Management, Treasury Services, Treasury, Cash Management, Microsoft Excel, Project Management
Education
Golden Gate University
Master of Business Administration (MBA)
UC Davis
Bachelor of Science (BS), Managerial Economics
American Pacific Mortgage February 2013 - Present
State Street Bank 2011 - 2012
State Street Bank 2009 - 2011
State Street Bank 2006 - 2009
SAFE Credit Union 2005 - 2006
Investors Bank & Trust 2002 - 2005
Skills
Equities, Bloomberg, Risk Management, Finance, Fixed Income, Securities, Mutual Funds, Investments, Financial Services, Financial Analysis, Treasury Management, Treasury Services, Treasury, Cash Management, Microsoft Excel, Project Management
Education
Golden Gate University
Master of Business Administration (MBA)
UC Davis
Bachelor of Science (BS), Managerial Economics
Robert Buttie's Investors Bank & Trust Experience October 2001 - May 2006
Job Wealth Management Officer at The Washington Trust Company
Industry Banking
Experience
The Washington Trust Company May 2014 - Present
Citizens Bank June 2009 - May 2014
U.S. Trust May 2006 - April 2009
Investors Bank & Trust October 2001 - May 2006
Citizens Bank 1998 - 2001
Skills
Investments, Banking, Wealth Management, Portfolio Management, Private Banking, Wealth Management..., Estate Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Asset Allocation, Financial Services, Asset Management, Retirement Planning
Education
Providence College 1988 — 1992
Bachelor of Arts (BA), History
Dominican School of Philosophy and Theology
Bachelor of Arts (BA), Philosophy
The Washington Trust Company May 2014 - Present
Citizens Bank June 2009 - May 2014
U.S. Trust May 2006 - April 2009
Investors Bank & Trust October 2001 - May 2006
Citizens Bank 1998 - 2001
Skills
Investments, Banking, Wealth Management, Portfolio Management, Private Banking, Wealth Management..., Estate Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Asset Allocation, Financial Services, Asset Management, Retirement Planning
Education
Providence College 1988 — 1992
Bachelor of Arts (BA), History
Dominican School of Philosophy and Theology
Bachelor of Arts (BA), Philosophy
Ron Deblanc's Investors Bank & Trust Experience August 1987 - July 1988
Job Finance Director at Capital One
Industry Financial Services
Experience
Capital One March 2007 - Present
Hibernia National Bank July 1988 - March 2007
Investors Bank & Trust August 1987 - July 1988
Skills
Financial Analysis, Banking, Financial Services, Investments, Relationship Management, Finance, Financial Planning, Risk Management, Strategic Planning, Leadership, Process Improvement, Securities License, Strategic Consulting
Education
Louisiana State University
Bachelor of Science (B.S.), Finance
Capital One March 2007 - Present
Hibernia National Bank July 1988 - March 2007
Investors Bank & Trust August 1987 - July 1988
Skills
Financial Analysis, Banking, Financial Services, Investments, Relationship Management, Finance, Financial Planning, Risk Management, Strategic Planning, Leadership, Process Improvement, Securities License, Strategic Consulting
Education
Louisiana State University
Bachelor of Science (B.S.), Finance
Jean Mari's Investors Bank & Trust Experience March 2001 - October 2007
Job Project Manager at The Hartford
Industry Financial Services
Experience
The Hartford September 2015 - Present
The Hartford February 2012 - August 2015
The Hartford October 2007 - February 2012
Investors Bank & Trust March 2001 - October 2007
Skills
Analysis, Integration, Leadership, Business Analysis, Management, Process Improvement, Project Management, Project Planning, Risk Management, SDLC, Financial Services, Vendor Management, Project Portfolio...
Education
Harvard University
Bachelor of Arts (BA), Psychology
The Hartford September 2015 - Present
The Hartford February 2012 - August 2015
The Hartford October 2007 - February 2012
Investors Bank & Trust March 2001 - October 2007
Skills
Analysis, Integration, Leadership, Business Analysis, Management, Process Improvement, Project Management, Project Planning, Risk Management, SDLC, Financial Services, Vendor Management, Project Portfolio...
Education
Harvard University
Bachelor of Arts (BA), Psychology
Tricia Cote's Investors Bank & Trust Experience September 2003 - June 2004
Job Associate Director Southern New Hampshire University
Industry Higher Education
Experience
Southern New Hampshire University November 2013 - Present
Southern New Hampshire University July 2009 - November 2013
Health Fitness Corporation @ MIT June 2006 - June 2009
Indiana University Bloomington June 2004 - June 2006
Investors Bank & Trust September 2003 - June 2004
Skills
Finance, Leadership, Marketing
Education
Indiana University Bloomington 2004 — 2006
Master of Science (MS), Parks, Recreation, Leisure, and Fitness Studies
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
Southern New Hampshire University November 2013 - Present
Southern New Hampshire University July 2009 - November 2013
Health Fitness Corporation @ MIT June 2006 - June 2009
Indiana University Bloomington June 2004 - June 2006
Investors Bank & Trust September 2003 - June 2004
Skills
Finance, Leadership, Marketing
Education
Indiana University Bloomington 2004 — 2006
Master of Science (MS), Parks, Recreation, Leisure, and Fitness Studies
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY