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)
Investors Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Investors Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Investors Bank & Trust Employees
Employee
Years
Job
Industry
Kacey Miller Kacey Miller's Investors Bank & Trust Experience 2003 - 2004
Job Controller at Energy 1 llc
Industry
Experience
Energy 1 llc July 2015 - Present
Bookbird LLC 2013 - Present
Studio AV Inc. / Via International March 2011 - July 2015
Girl Guides of New Zealand 2010 - 2010
An Urban Company Inc. 2007 - 2009
Leaf & Bean 2005 - 2006
Washington State Ferries 2005 - 2006
Investors Bank & Trust 2003 - 2004
Skills
Financial Accounting, Microsoft Office, QuickBooks, NetSuite, Greentree, Accounts Payable, Accounts Receivable, Account Reconciliation, Contract Management, Cash Flow Forecasting, Financial Analysis, Financial Reporting, Payroll, Office Management, Management, Human Resources, Insurance, Payroll Taxes, Quarterly Taxes, Mutual Funds, Spreadsheets, Operations Management, Invoicing
Education
University of Montana 2002 — 2003
Bachelor of Science, Finance, 3.7
Montana State University-Bozeman 1998 — 2001
Finance, 3.9
Energy 1 llc July 2015 - Present
Bookbird LLC 2013 - Present
Studio AV Inc. / Via International March 2011 - July 2015
Girl Guides of New Zealand 2010 - 2010
An Urban Company Inc. 2007 - 2009
Leaf & Bean 2005 - 2006
Washington State Ferries 2005 - 2006
Investors Bank & Trust 2003 - 2004
Skills
Financial Accounting, Microsoft Office, QuickBooks, NetSuite, Greentree, Accounts Payable, Accounts Receivable, Account Reconciliation, Contract Management, Cash Flow Forecasting, Financial Analysis, Financial Reporting, Payroll, Office Management, Management, Human Resources, Insurance, Payroll Taxes, Quarterly Taxes, Mutual Funds, Spreadsheets, Operations Management, Invoicing
Education
University of Montana 2002 — 2003
Bachelor of Science, Finance, 3.7
Montana State University-Bozeman 1998 — 2001
Finance, 3.9
Timothy Edwards Timothy Edwards's Investors Bank & Trust Experience February 2006 - July 2006
Job Account Manager at Forrester Research
Industry Staffing and Recruiting
Experience
Forrester Research April 2015 - Present
Proliance Consulting June 2014 - Present
Prodigy Resources October 2012 - June 2014
Apex Systems October 2010 - September 2012
Apex Systems June 2010 - October 2010
Greylock Federal Credit Union March 2008 - June 2010
State Street July 2006 - March 2008
Investors Bank & Trust February 2006 - July 2006
Investors Bank & Trust October 2004 - February 2006
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Applicant Tracking..., Internet Recruiting, Sales, Account Management, Government Services, CRM, SDLC, Contract Recruitment, Databases, Enterprise Software, Finance, Human Resources, Information Technology, Interviews, Leadership, Management, Negotiation, PeopleSoft, Sourcing, Staffing Services
Education
Merrimack College 1999 — 2003
BA, Psychology
Monument Mountain Reg. High School 1995 — 1999
Forrester Research April 2015 - Present
Proliance Consulting June 2014 - Present
Prodigy Resources October 2012 - June 2014
Apex Systems October 2010 - September 2012
Apex Systems June 2010 - October 2010
Greylock Federal Credit Union March 2008 - June 2010
State Street July 2006 - March 2008
Investors Bank & Trust February 2006 - July 2006
Investors Bank & Trust October 2004 - February 2006
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Applicant Tracking..., Internet Recruiting, Sales, Account Management, Government Services, CRM, SDLC, Contract Recruitment, Databases, Enterprise Software, Finance, Human Resources, Information Technology, Interviews, Leadership, Management, Negotiation, PeopleSoft, Sourcing, Staffing Services
Education
Merrimack College 1999 — 2003
BA, Psychology
Monument Mountain Reg. High School 1995 — 1999
Khushal Pushtoonyar, MBA Khushal Pushtoonyar, MBA's Investors Bank & Trust Experience May 2005 - December 2005
Job Senior Product Manager Shared Services at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation November 2014 - Present
Scivantage August 2011 - August 2014
State Street Global Advisors June 2007 - July 2011
Liberty Mutual January 2006 - April 2007
Investors Bank & Trust May 2005 - December 2005
Skills
Risk Management, Financial Reporting, Financial Analysis, Valuation, Access, Excel, Database Design, Income Tax, Model Portfolios, Corporate Actions, Financial Statements, Due Diligence, Middle Office, Trading, Portfolio Management, Fund Accounting, Mutual Funds, Fund Administration, Tax Accounting, Cost Reporting, Cost Basis Reporting, Cost Basis, Account Reconciliation, Cost Accounting, Operating Systems, Operations Management, System Testing, Systems Analysis, Investment Management, Trade Operations, Pricing Analysis, NAV, Derivatives Trading, Derivatives, Equity Swaps, Swaps, Bonds, Microsoft Excel, Requirements Gathering, Equities, Financial Services, Fixed Income, Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Dual specilization in Finance and High Technology Management
Investment Banking Institute 2009 — 2009
Investments and Securities
Northeastern University 2001 — 2005
Bachelor of Science (B.Sc.), Economics
E*TRADE Financial Corporation November 2014 - Present
Scivantage August 2011 - August 2014
State Street Global Advisors June 2007 - July 2011
Liberty Mutual January 2006 - April 2007
Investors Bank & Trust May 2005 - December 2005
Skills
Risk Management, Financial Reporting, Financial Analysis, Valuation, Access, Excel, Database Design, Income Tax, Model Portfolios, Corporate Actions, Financial Statements, Due Diligence, Middle Office, Trading, Portfolio Management, Fund Accounting, Mutual Funds, Fund Administration, Tax Accounting, Cost Reporting, Cost Basis Reporting, Cost Basis, Account Reconciliation, Cost Accounting, Operating Systems, Operations Management, System Testing, Systems Analysis, Investment Management, Trade Operations, Pricing Analysis, NAV, Derivatives Trading, Derivatives, Equity Swaps, Swaps, Bonds, Microsoft Excel, Requirements Gathering, Equities, Financial Services, Fixed Income, Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Dual specilization in Finance and High Technology Management
Investment Banking Institute 2009 — 2009
Investments and Securities
Northeastern University 2001 — 2005
Bachelor of Science (B.Sc.), Economics
Brian Humberd Brian Humberd's Investors Bank & Trust Experience September 1999 - June 2005
Job Account Executive
Industry Information Technology and Services
Experience
Resilient Systems, Inc. December 2014 - March 2015
Oracle February 2013 - June 2014
Viacord September 2011 - January 2013
Brown Brothers Harriman January 2008 - February 2009
Pioneer Investments June 2005 - January 2008
Investors Bank & Trust September 1999 - June 2005
Skills
Salesforce.com, Sales, Business Development, Sales Process, Account Management, Lead Generation, SaaS, New Business Development, CRM, Leadership, Cold Calling, Solution Selling, Sales Operations, Enterprise Software, Selling, Direct Sales, Professional Services, Strategic Partnerships
Education
Merrimack College
Bachelor of Science (B.S.), Finance
Resilient Systems, Inc. December 2014 - March 2015
Oracle February 2013 - June 2014
Viacord September 2011 - January 2013
Brown Brothers Harriman January 2008 - February 2009
Pioneer Investments June 2005 - January 2008
Investors Bank & Trust September 1999 - June 2005
Skills
Salesforce.com, Sales, Business Development, Sales Process, Account Management, Lead Generation, SaaS, New Business Development, CRM, Leadership, Cold Calling, Solution Selling, Sales Operations, Enterprise Software, Selling, Direct Sales, Professional Services, Strategic Partnerships
Education
Merrimack College
Bachelor of Science (B.S.), Finance
Matthew Bibber Matthew Bibber's Investors Bank & Trust Experience June 2006 - June 2008
Job Associate Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman May 2011 - Present
Brown Brothers Harriman June 2008 - May 2011
Investors Bank & Trust June 2006 - June 2008
Skills
Multi Tasking, STAR, Bloomberg Terminal, Microsoft Excel, Outlook, Lotus Notes, Leadership, Managing Associates, Organization, Deadline Oriented, Client Service Oriented, Dependable Team Player, Fixed Income, ETFs, Futures, Trading
Education
Northeastern University 2014 — 2015
Graduate Certificate of the Advanced Study of Management, Business Administration and Management, General, 3.744/4.0 GPA
University of Massachusetts, Amherst 2001 — 2005
BA, Economics Collateral field in Accounting
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman May 2011 - Present
Brown Brothers Harriman June 2008 - May 2011
Investors Bank & Trust June 2006 - June 2008
Skills
Multi Tasking, STAR, Bloomberg Terminal, Microsoft Excel, Outlook, Lotus Notes, Leadership, Managing Associates, Organization, Deadline Oriented, Client Service Oriented, Dependable Team Player, Fixed Income, ETFs, Futures, Trading
Education
Northeastern University 2014 — 2015
Graduate Certificate of the Advanced Study of Management, Business Administration and Management, General, 3.744/4.0 GPA
University of Massachusetts, Amherst 2001 — 2005
BA, Economics Collateral field in Accounting
Jomon Thomas, MBA, PMP Jomon Thomas, MBA, PMP's Investors Bank & Trust Experience July 2005 - March 2007
Job Business Intelligence/Data warehousing Project Manager
Industry Information Technology and Services
Experience
Hewlett-Packard March 2014 - Present
New York Independent System Operator (NYISO) October 2010 - February 2014
Capgemini March 2007 - September 2010
Investors Bank & Trust July 2005 - March 2007
Caritor September 2003 - July 2005
Wipro Technologies July 1997 - August 2003
Skills
Data Warehousing, Business Intelligence, Agile Methodologies, Project Management, Vendor Management, Software Project..., Requirements Gathering, Requirements Analysis, SDLC, informatica, ETL Tools, Business Analysis, Project Delivery, IT Strategy, Enterprise Architecture, Solution Architecture, Oracle, Business Process..., PMO, ETL, Analysis, Program Management, Cross-functional Team..., Business Process, Software Development, Informatica, Data Modeling, PMP
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Technology Management
Mangalore University 1992 — 1996
BE, Electrical and Electronics Engineering
Hewlett-Packard March 2014 - Present
New York Independent System Operator (NYISO) October 2010 - February 2014
Capgemini March 2007 - September 2010
Investors Bank & Trust July 2005 - March 2007
Caritor September 2003 - July 2005
Wipro Technologies July 1997 - August 2003
Skills
Data Warehousing, Business Intelligence, Agile Methodologies, Project Management, Vendor Management, Software Project..., Requirements Gathering, Requirements Analysis, SDLC, informatica, ETL Tools, Business Analysis, Project Delivery, IT Strategy, Enterprise Architecture, Solution Architecture, Oracle, Business Process..., PMO, ETL, Analysis, Program Management, Cross-functional Team..., Business Process, Software Development, Informatica, Data Modeling, PMP
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Technology Management
Mangalore University 1992 — 1996
BE, Electrical and Electronics Engineering
Danielle Phenix Danielle Phenix's Investors Bank & Trust Experience 1999 - 2000
Job School Nurse Teacher at Highlander Charter School
Industry Hospital & Health Care
Experience
Highlander Charter School August 2014 - Present
Thundermist Health Center March 2012 - July 2014
Tufts University School of Medicine - Nutrition for Healthy Living 2006 - 2008
Investors Bank & Trust 1999 - 2000
Skills
BLS, ACLS, Acute Care, Nursing, Patient Education, Patient Advocacy, Patient Safety, EMR
Education
Massachusetts College of Pharmacy and Health Sciences 2005 — 2008
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Highlander Charter School August 2014 - Present
Thundermist Health Center March 2012 - July 2014
Tufts University School of Medicine - Nutrition for Healthy Living 2006 - 2008
Investors Bank & Trust 1999 - 2000
Skills
BLS, ACLS, Acute Care, Nursing, Patient Education, Patient Advocacy, Patient Safety, EMR
Education
Massachusetts College of Pharmacy and Health Sciences 2005 — 2008
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Ari Strock's Investors Bank & Trust Experience June 2002 - April 2006
Job Senior Business Technology Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2015 - Present
Robert Half Management Resources September 2014 - April 2015
Meradia Group July 2013 - July 2014
RBS Citizens Financial Group May 2013 - July 2013
Epsilon March 2012 - March 2013
State Street Bank November 2011 - February 2012
Brown Brothers Harriman May 2011 - September 2011
JP Morgan Chase July 2009 - May 2011
Bowne & Co., Inc. April 2006 - May 2009
Investors Bank & Trust June 2002 - April 2006
Skills
Financial Reporting, Business Analysis, Finance, Accounting, Management, Project Management, Budgets, Financial Services, Microsoft Excel, Auditing, Internal Controls, Human Resources, Training, Onboarding, Software Documentation, Account Reconciliation, SharePoint, Financial Analysis, Integration, Financial Statements, Microsoft Word, Investments, Risk Management, Property Management, Income Properties, Rentals, Compliance, Budgeting, Excel, Fundsuite, NSAR, Visio, PowerPoint, Adobe Reader XI
Education
Massachusetts College of Liberal Arts 1991 — 1995
BS, Accounting & Finance
Brockton High School 1988 — 1991
U.S. Bank April 2015 - Present
Robert Half Management Resources September 2014 - April 2015
Meradia Group July 2013 - July 2014
RBS Citizens Financial Group May 2013 - July 2013
Epsilon March 2012 - March 2013
State Street Bank November 2011 - February 2012
Brown Brothers Harriman May 2011 - September 2011
JP Morgan Chase July 2009 - May 2011
Bowne & Co., Inc. April 2006 - May 2009
Investors Bank & Trust June 2002 - April 2006
Skills
Financial Reporting, Business Analysis, Finance, Accounting, Management, Project Management, Budgets, Financial Services, Microsoft Excel, Auditing, Internal Controls, Human Resources, Training, Onboarding, Software Documentation, Account Reconciliation, SharePoint, Financial Analysis, Integration, Financial Statements, Microsoft Word, Investments, Risk Management, Property Management, Income Properties, Rentals, Compliance, Budgeting, Excel, Fundsuite, NSAR, Visio, PowerPoint, Adobe Reader XI
Education
Massachusetts College of Liberal Arts 1991 — 1995
BS, Accounting & Finance
Brockton High School 1988 — 1991
Jennifer Mooney's Investors Bank & Trust Experience February 2007 - September 2008
Job Lynx Equity Limited
Industry Financial Services
Experience
Lynx Equity Limited July 2015 - Present
CIBC July 2011 - Present
CIBC September 2008 - July 2011
State Street February 2007 - September 2008
Investors Bank & Trust February 2007 - September 2008
Skills
Banking, Commercial Banking, Mutual Funds, Financial Modeling, Financial Analysis, Portfolio Management, Investments
Education
McMaster University 2002 — 2006
Honours Bachelor of Commerce, Finance, Economics
Lynx Equity Limited July 2015 - Present
CIBC July 2011 - Present
CIBC September 2008 - July 2011
State Street February 2007 - September 2008
Investors Bank & Trust February 2007 - September 2008
Skills
Banking, Commercial Banking, Mutual Funds, Financial Modeling, Financial Analysis, Portfolio Management, Investments
Education
McMaster University 2002 — 2006
Honours Bachelor of Commerce, Finance, Economics
Jeff Lambert's Investors Bank & Trust Experience 2002 - 2005
Job Vice President, Relationship Manager at State Street
Industry Financial Services
Experience
State Street February 2011 - May 2014
State Street 2005 - 2011
Investors Bank & Trust 2002 - 2005
Los Alamos National Bank 2001 - 2001
Skills
Investments, Equities, Financial Analysis, Mutual Funds, Portfolio Management, Banking, Strategy, Financial Services, Derivatives, Capital Markets, Securities, Relationship Management, Microsoft Excel
Education
New Mexico State University 1997 — 2001
Bachelor of Science (B.S.), Business Administration - Finance & Accounting
State Street February 2011 - May 2014
State Street 2005 - 2011
Investors Bank & Trust 2002 - 2005
Los Alamos National Bank 2001 - 2001
Skills
Investments, Equities, Financial Analysis, Mutual Funds, Portfolio Management, Banking, Strategy, Financial Services, Derivatives, Capital Markets, Securities, Relationship Management, Microsoft Excel
Education
New Mexico State University 1997 — 2001
Bachelor of Science (B.S.), Business Administration - Finance & Accounting
Marcello Marciuliano Marcello Marciuliano's Investors Bank & Trust Experience November 2000 - January 2002
Job Client Experience Specialist at Androscoggin Bank
Industry Marketing and Advertising
Experience
Androscoggin Bank April 2014 - Present
Texterity, Inc. February 2011 - November 2012
Interactive Data June 2004 - December 2010
Investors Bank & Trust November 2000 - January 2002
Skills
Online Marketing, Web Analytics, Social Media, Online Advertising, Content Management, Business Analysis
Education
Northeastern University
BA, Political Science
Androscoggin Bank April 2014 - Present
Texterity, Inc. February 2011 - November 2012
Interactive Data June 2004 - December 2010
Investors Bank & Trust November 2000 - January 2002
Skills
Online Marketing, Web Analytics, Social Media, Online Advertising, Content Management, Business Analysis
Education
Northeastern University
BA, Political Science
Murugan Ramasamy's Investors Bank & Trust Experience March 2006 - June 2006
Job Senior Software Engineer @ Florida Blue
Industry Information Technology and Services
Experience
Florida Blue April 2013 - Present
Verizon Data Services July 2012 - March 2013
Florida Blue February 2012 - June 2012
CSX Technology April 2011 - February 2012
Blue Cross Blue Shield of Florida 2010 - April 2011
Proclivity Systems March 2009 - September 2009
ESPN February 2008 - December 2008
Bear Stearns October 2006 - December 2007
Akorri July 2006 - September 2006
Investors Bank & Trust March 2006 - June 2006
Skills
Agile Methodologies, SOA, Requirements Analysis, SQL, Hibernate, Java Enterprise Edition, SDLC, Spring, Enterprise Architecture, Spring Framework, Java
Education
Madurai Kamaraj University 1997 — 2000
M.C.A, Computer Applications
Madurai Kamaraj University 1995 — 1997
M.Com, Corporate Accounts, Operations Research
Madurai Kamaraj University 1992 — 1995
B.Com, Company Accounts, Statistics
Florida Blue April 2013 - Present
Verizon Data Services July 2012 - March 2013
Florida Blue February 2012 - June 2012
CSX Technology April 2011 - February 2012
Blue Cross Blue Shield of Florida 2010 - April 2011
Proclivity Systems March 2009 - September 2009
ESPN February 2008 - December 2008
Bear Stearns October 2006 - December 2007
Akorri July 2006 - September 2006
Investors Bank & Trust March 2006 - June 2006
Skills
Agile Methodologies, SOA, Requirements Analysis, SQL, Hibernate, Java Enterprise Edition, SDLC, Spring, Enterprise Architecture, Spring Framework, Java
Education
Madurai Kamaraj University 1997 — 2000
M.C.A, Computer Applications
Madurai Kamaraj University 1995 — 1997
M.Com, Corporate Accounts, Operations Research
Madurai Kamaraj University 1992 — 1995
B.Com, Company Accounts, Statistics
Sean P. O'Connor Sean P. O'Connor's Investors Bank & Trust Experience February 2005 - July 2005
Job Partner at Morgan, Brown & Joy, LLP
Industry Law Practice
Experience
Morgan, Brown & Joy, LLP January 2015 - Present
Morgan, Brown & Joy, LLP September 2008 - January 2015
Morgan, Brown & Joy, LLP March 2008 - May 2008
Grasty, Quintana, Majlis & Cia August 2007 - December 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates March 2007 - May 2007
U.S. District Court for the District of Massachusetts August 2006 - November 2006
Investors Bank & Trust February 2005 - July 2005
University of Maryland Athletic Department January 2002 - December 2004
Education
Northeastern University School of Law 2005 — 2008
Doctor of Law (J.D.)
University of Maryland College Park 2001 — 2004
Bachelor of Science (BS), Finance
Peabody High School 1997 — 2001
Morgan, Brown & Joy, LLP January 2015 - Present
Morgan, Brown & Joy, LLP September 2008 - January 2015
Morgan, Brown & Joy, LLP March 2008 - May 2008
Grasty, Quintana, Majlis & Cia August 2007 - December 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates March 2007 - May 2007
U.S. District Court for the District of Massachusetts August 2006 - November 2006
Investors Bank & Trust February 2005 - July 2005
University of Maryland Athletic Department January 2002 - December 2004
Education
Northeastern University School of Law 2005 — 2008
Doctor of Law (J.D.)
University of Maryland College Park 2001 — 2004
Bachelor of Science (BS), Finance
Peabody High School 1997 — 2001
Christine (Mallett) Gow's Investors Bank & Trust Experience September 1999 - August 2000
Job Sales & Customer Services Representative at Hargray Communications
Industry Insurance
Experience
Hargray Communications July 2013 - Present
Coastal Connections April 2013 - August 2013
Stokes Used Car Center October 2012 - January 2013
The Bedminster Group September 2011 - August 2012
MassMutual Financial Group September 2008 - December 2010
MassMutual Financial Group May 2008 - August 2008
Boston Mutual Life Insurance June 2004 - May 2008
EOS CCA August 2003 - June 2004
Investors Bank & Trust Company August 2000 - June 2003
Investors Bank & Trust September 1999 - August 2000
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Troubleshooting, Insurance, Outlook, Strategic Financial..., Time Management, Call Center, Spreadsheets, Access, Team Building, Risk Management, Data Entry, Workshop Facilitation, Process Improvement, Training, Employee Benefits, Call Centers, Telecommunications, Leadership, Sales, Life Insurance, Disability Insurance
Education
Massasoit Community College 2007 — 2008
Westfield State College 1994 — 1996
Hargray Communications July 2013 - Present
Coastal Connections April 2013 - August 2013
Stokes Used Car Center October 2012 - January 2013
The Bedminster Group September 2011 - August 2012
MassMutual Financial Group September 2008 - December 2010
MassMutual Financial Group May 2008 - August 2008
Boston Mutual Life Insurance June 2004 - May 2008
EOS CCA August 2003 - June 2004
Investors Bank & Trust Company August 2000 - June 2003
Investors Bank & Trust September 1999 - August 2000
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Troubleshooting, Insurance, Outlook, Strategic Financial..., Time Management, Call Center, Spreadsheets, Access, Team Building, Risk Management, Data Entry, Workshop Facilitation, Process Improvement, Training, Employee Benefits, Call Centers, Telecommunications, Leadership, Sales, Life Insurance, Disability Insurance
Education
Massasoit Community College 2007 — 2008
Westfield State College 1994 — 1996
John L. Peruzzi, CPA John L. Peruzzi, CPA's Investors Bank & Trust Experience February 2006 - July 2007
Job Controller at Aldeyra Therapeutics
Industry Accounting
Experience
Accounting Management Solutions, Inc. April 2015 - June 2015
Boston, Massachusetts January 2012 - June 2015
SmartBooks Corp. September 2014 - February 2015
Goodwin Procter LLP January 2008 - January 2012
State Street Bank July 2007 - January 2008
Investors Bank & Trust February 2006 - July 2007
Sun Life Financial December 2004 - January 2006
John Hancock Life Insurance Company Bond & Corporate Finance Group November 2001 - May 2004
New England Securities Corporation July 1996 - November 2001
New England Mutual Life Insurance Company June 1985 - July 1996
Skills
Financial Reporting, Accounts Payable, Accounting, Budgeting, Payroll, Process Improvement, Tax, SOX, General Ledger, Cash Flow, Financial Analysis, Financial Accounting, Access, Excel, Compliance, Word, Insurance, Outlook, Internal Controls, Strategic Planning, Spreadsheets, Financial Modeling, Forecasting, Problem Solving, Reconciliation, Cash Management, Partnership Accounting, Partnership Taxation, Executive Pay, Outsourcing, Visio, GAAP, Microsoft Excel, Whiteboarding, Microsoft Word, Budgets, Auditing, Account Reconciliation, Analysis, Sarbanes-Oxley Act
Education
Northeastern University 1975 — 1980
Bachelor of Science, Business Administration, concentration in Accounting
Accounting Management Solutions, Inc. April 2015 - June 2015
Boston, Massachusetts January 2012 - June 2015
SmartBooks Corp. September 2014 - February 2015
Goodwin Procter LLP January 2008 - January 2012
State Street Bank July 2007 - January 2008
Investors Bank & Trust February 2006 - July 2007
Sun Life Financial December 2004 - January 2006
John Hancock Life Insurance Company Bond & Corporate Finance Group November 2001 - May 2004
New England Securities Corporation July 1996 - November 2001
New England Mutual Life Insurance Company June 1985 - July 1996
Skills
Financial Reporting, Accounts Payable, Accounting, Budgeting, Payroll, Process Improvement, Tax, SOX, General Ledger, Cash Flow, Financial Analysis, Financial Accounting, Access, Excel, Compliance, Word, Insurance, Outlook, Internal Controls, Strategic Planning, Spreadsheets, Financial Modeling, Forecasting, Problem Solving, Reconciliation, Cash Management, Partnership Accounting, Partnership Taxation, Executive Pay, Outsourcing, Visio, GAAP, Microsoft Excel, Whiteboarding, Microsoft Word, Budgets, Auditing, Account Reconciliation, Analysis, Sarbanes-Oxley Act
Education
Northeastern University 1975 — 1980
Bachelor of Science, Business Administration, concentration in Accounting
Rachelle Packard, CFP®, CTFA's Investors Bank & Trust Experience 2003 - 2006
Job Relationship Manager at Enterprise Bank & Trust
Industry Banking
Experience
Enterprise Bank (Enterprise Bancorp) September 2006 - Present
Investors Bank & Trust 2003 - 2006
Eastern Bank 2002 - 2003
Skills
Client Service, Account Reconciliation, Investments, Financial Planning, Financial Management, Estate Planning, Retirement Planning, Insurance Planning, Tax, Account Management, Budgeting, Banking, Certified Financial..., Trust Services
Education
Merrimack College 2009 — 2011
Certificate of Financial Planning
Cannon Financial Institute 2006 — 2010
Trust Fundamentals, I, II, III
Suffolk University 1999 — 2003
BS, Sociology
Enterprise Bank (Enterprise Bancorp) September 2006 - Present
Investors Bank & Trust 2003 - 2006
Eastern Bank 2002 - 2003
Skills
Client Service, Account Reconciliation, Investments, Financial Planning, Financial Management, Estate Planning, Retirement Planning, Insurance Planning, Tax, Account Management, Budgeting, Banking, Certified Financial..., Trust Services
Education
Merrimack College 2009 — 2011
Certificate of Financial Planning
Cannon Financial Institute 2006 — 2010
Trust Fundamentals, I, II, III
Suffolk University 1999 — 2003
BS, Sociology
Justin McManus Justin McManus's Investors Bank & Trust Experience August 2005 - March 2006
Job Product Support Specialist at Interactive Data
Industry Financial Services
Experience
Interactive Data April 2006 - Present
Investors Bank & Trust August 2005 - March 2006
Wilmington Public Schools March 2002 - June 2005
Skills
Customer Relations, Data Analysis, Lotus Notes, Filezilla, Customer Service, Salesforce.com, Mutual Funds, Outlook, PowerPoint, Fixed Income, Microsoft Excel, Financial Services, Training, Sales, Business Analysis, Analysis, CRM
Education
Merrimack College 2000 — 2004
Bachelor'ss degree, Psychology, Business
Interactive Data April 2006 - Present
Investors Bank & Trust August 2005 - March 2006
Wilmington Public Schools March 2002 - June 2005
Skills
Customer Relations, Data Analysis, Lotus Notes, Filezilla, Customer Service, Salesforce.com, Mutual Funds, Outlook, PowerPoint, Fixed Income, Microsoft Excel, Financial Services, Training, Sales, Business Analysis, Analysis, CRM
Education
Merrimack College 2000 — 2004
Bachelor'ss degree, Psychology, Business
Chaitanya Katragadda Chaitanya Katragadda's Investors Bank & Trust Experience March 2006 - November 2007
Job ETL Architect
Industry Hospital & Health Care
Experience
Recombinant By Deloitte September 2012 - March 2014
Fresenius Medical Care December 2007 - August 2012
Investors Bank & Trust March 2006 - November 2007
Fruit of the Loom December 2005 - March 2006
Oracle Financial Services Software Ltd June 2001 - November 2005
Skills
Data Warehousing, ETL, SQL, Database Design, Data Integration, Business Objects, Informatica, Relational Databases, Data Warehouse..., Data Modeling, Oracle, PL/SQL, SSIS, Business Intelligence, Integration, SQL Tuning, Salesforce.com, Scrum, Agile Methodologies, Unix, SDLC, Requirements Analysis, Visual Basic, Autosys, Oracle Forms, SQL Server Management..., Pentaho, Metadata Management, Apex Programming, Apex Data Loader, Jenkins, Tortoise SVN, JIRA, C#, VB.NET, SSAS, SSRS, Mirth, T-SQL, Requirements Gathering, Crystal Reports
Education
Malaviya National Institute of Technology 1997 — 2001
Engineering, Mechanical Engineering
Priyadharshini
Ramaiah Institute
Recombinant By Deloitte September 2012 - March 2014
Fresenius Medical Care December 2007 - August 2012
Investors Bank & Trust March 2006 - November 2007
Fruit of the Loom December 2005 - March 2006
Oracle Financial Services Software Ltd June 2001 - November 2005
Skills
Data Warehousing, ETL, SQL, Database Design, Data Integration, Business Objects, Informatica, Relational Databases, Data Warehouse..., Data Modeling, Oracle, PL/SQL, SSIS, Business Intelligence, Integration, SQL Tuning, Salesforce.com, Scrum, Agile Methodologies, Unix, SDLC, Requirements Analysis, Visual Basic, Autosys, Oracle Forms, SQL Server Management..., Pentaho, Metadata Management, Apex Programming, Apex Data Loader, Jenkins, Tortoise SVN, JIRA, C#, VB.NET, SSAS, SSRS, Mirth, T-SQL, Requirements Gathering, Crystal Reports
Education
Malaviya National Institute of Technology 1997 — 2001
Engineering, Mechanical Engineering
Priyadharshini
Ramaiah Institute
Barry Rosen Barry Rosen's Investors Bank & Trust Experience January 2001 - December 2002
Job Global Executive Architect / Chief Field Advocate at IBM
Industry Information Technology and Services
Experience
IBM January 2008 - Present
IBM May 2005 - December 2007
Ascential Software September 2003 - April 2005
Harte-Hanks Data Technologies January 2003 - August 2003
Investors Bank & Trust January 2001 - December 2002
Wellington Management Company January 1997 - December 2000
Fidelity Investments 1995 - 1997
Fidelity Investments January 1995 - December 1996
Epsilon Data Management January 1992 - December 1994
Raytheon Company 1986 - 1992
Skills
Big Data, Data Governance, Data Quality, Metadata Management, Business Intelligence, Analytics, Technical Architecture, Data Warehousing, Data Integration, Master Data Management, ETL, EIM, Data Modeling, Solution Architecture, Modeling, Data Management, OLAP, Enterprise Architecture, Database Design, Data Warehouse..., Datastage, Information Management, IT Governance, Databases, Data Mining, Requirements Analysis, IT Strategy, Business Architecture, Dashboards, Data Migration, Requirements Gathering, Architecture, Business Analysis, EAI, Enterprise Architect, Enterprise Risk..., Information Architecture, Technical Leadership, Enterprise Software, Oracle, Governance, Integration, CRM, Data Architecture, Architectures, SOA, Dashboard, DataStage, Cloud Computing
Education
Northeastern University 1989 — 1991
MS, Engineering Management / Computer Information Systems
Worcester Polytechnic Institute 1977 — 1981
BS, Chemical Engineering
Deering High 1974 — 1977
Diploma
IBM January 2008 - Present
IBM May 2005 - December 2007
Ascential Software September 2003 - April 2005
Harte-Hanks Data Technologies January 2003 - August 2003
Investors Bank & Trust January 2001 - December 2002
Wellington Management Company January 1997 - December 2000
Fidelity Investments 1995 - 1997
Fidelity Investments January 1995 - December 1996
Epsilon Data Management January 1992 - December 1994
Raytheon Company 1986 - 1992
Skills
Big Data, Data Governance, Data Quality, Metadata Management, Business Intelligence, Analytics, Technical Architecture, Data Warehousing, Data Integration, Master Data Management, ETL, EIM, Data Modeling, Solution Architecture, Modeling, Data Management, OLAP, Enterprise Architecture, Database Design, Data Warehouse..., Datastage, Information Management, IT Governance, Databases, Data Mining, Requirements Analysis, IT Strategy, Business Architecture, Dashboards, Data Migration, Requirements Gathering, Architecture, Business Analysis, EAI, Enterprise Architect, Enterprise Risk..., Information Architecture, Technical Leadership, Enterprise Software, Oracle, Governance, Integration, CRM, Data Architecture, Architectures, SOA, Dashboard, DataStage, Cloud Computing
Education
Northeastern University 1989 — 1991
MS, Engineering Management / Computer Information Systems
Worcester Polytechnic Institute 1977 — 1981
BS, Chemical Engineering
Deering High 1974 — 1977
Diploma
David Newkirk's Investors Bank & Trust Experience 2003 - 2007
Job Strategy & Sales Management
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Private Trust Group of America 2013 - 2015
North Star Financial Group, LLC 2013 - 2015
Ethos Trust Company LLC 2013 - 2015
Charles Schwab 2007 - 2013
Investors Bank & Trust 2003 - 2007
Demos Consulting 1999 - 2003
Evare, LLC 1998 - 1999
Skills
Wealth Management, Process Improvement, Banking, Mutual Funds, Financial Services, Investments, Alternative Investments, Management, Strategy, CRM, Series 63, Series 7
Education
Northeastern University
Graduate Business Program
Penn State University
BS, Finance
University of California, Berkeley
Management Program in Financial Services
Fidelity Investments 2015 - Present
Private Trust Group of America 2013 - 2015
North Star Financial Group, LLC 2013 - 2015
Ethos Trust Company LLC 2013 - 2015
Charles Schwab 2007 - 2013
Investors Bank & Trust 2003 - 2007
Demos Consulting 1999 - 2003
Evare, LLC 1998 - 1999
Skills
Wealth Management, Process Improvement, Banking, Mutual Funds, Financial Services, Investments, Alternative Investments, Management, Strategy, CRM, Series 63, Series 7
Education
Northeastern University
Graduate Business Program
Penn State University
BS, Finance
University of California, Berkeley
Management Program in Financial Services
Jeff Berry Jeff Berry's Investors Bank & Trust Experience August 1998 - July 2007
Job Senior Consultant at Eagle Investment Systems
Industry Financial Services
Experience
JP Morgan March 2010 - July 2013
State Street July 2007 - February 2009
Investors Bank & Trust August 1998 - July 2007
Skills
Derivatives, Equities, Mutual Funds, Financial Services, Fund Accounting, Fixed Income, Alternative Investments, Investments, Bloomberg, Accounting, Client Services, Investment Management, Bonds, Middle Office, Global Custody, Options
Education
Massachusetts Institute of Technology
MS, Chemical Oceanography
Pacific Lutheran University
BS, Chemistry
JP Morgan March 2010 - July 2013
State Street July 2007 - February 2009
Investors Bank & Trust August 1998 - July 2007
Skills
Derivatives, Equities, Mutual Funds, Financial Services, Fund Accounting, Fixed Income, Alternative Investments, Investments, Bloomberg, Accounting, Client Services, Investment Management, Bonds, Middle Office, Global Custody, Options
Education
Massachusetts Institute of Technology
MS, Chemical Oceanography
Pacific Lutheran University
BS, Chemistry
Lisa Zager Lisa Zager's Investors Bank & Trust Experience June 2006 - August 2007
Job
Industry Professional Training & Coaching
Experience
Bain & Company February 2010 - Present
Bain & Company August 2007 - February 2010
Investors Bank & Trust June 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Public Speaking
Education
Marywood University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Bain & Company February 2010 - Present
Bain & Company August 2007 - February 2010
Investors Bank & Trust June 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Public Speaking
Education
Marywood University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Michael Rebelo PMP Michael Rebelo PMP's Investors Bank & Trust Experience May 1999 - March 2001
Job Sr Manager IT Product Mgmt at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments February 2012 - December 2014
Fidelity Investments March 2011 - January 2012
Fidelity Investments July 2008 - August 2011
Fidelity Investments July 2005 - June 2008
Fidelity Investments January 2002 - June 2005
Fidelity Investments March 2001 - December 2001
Investors Bank & Trust May 1999 - March 2001
Investors Bank & Trust May 1998 - August 1998
Investors Bank & Trust August 1997 - January 1998
Skills
Problem Solving, Project Implementation, Business Analysis, Client Engagement, HRIS, Requirements Analysis, Documentation, Payroll, Software Documentation, Creative Solutions, Agile Methodologies, Customer Engagement, Visio, Testing, SharePoint, Quality Center, Quality Assurance, Project Portfolio..., Project Management, Outsourcing, Management, Business Process
Education
Project Management Institute 2010 — 2010
Project Management Professional Certificate, Project Management
Merrimack College 1995 — 2000
Bachelor of Science, Marketing; Business Administration
Fidelity Investments December 2014 - Present
Fidelity Investments February 2012 - December 2014
Fidelity Investments March 2011 - January 2012
Fidelity Investments July 2008 - August 2011
Fidelity Investments July 2005 - June 2008
Fidelity Investments January 2002 - June 2005
Fidelity Investments March 2001 - December 2001
Investors Bank & Trust May 1999 - March 2001
Investors Bank & Trust May 1998 - August 1998
Investors Bank & Trust August 1997 - January 1998
Skills
Problem Solving, Project Implementation, Business Analysis, Client Engagement, HRIS, Requirements Analysis, Documentation, Payroll, Software Documentation, Creative Solutions, Agile Methodologies, Customer Engagement, Visio, Testing, SharePoint, Quality Center, Quality Assurance, Project Portfolio..., Project Management, Outsourcing, Management, Business Process
Education
Project Management Institute 2010 — 2010
Project Management Professional Certificate, Project Management
Merrimack College 1995 — 2000
Bachelor of Science, Marketing; Business Administration
Coreen Bova Coreen Bova's Investors Bank & Trust Experience 2003 - 2005
Job Finance Manager at Genzyme
Industry Pharmaceuticals
Experience
Genzyme April 2009 - Present
Genzyme November 2006 - March 2009
Akamai Technologies 2005 - 2007
Akamai Technologies 2005 - 2006
Investors Bank & Trust 2003 - 2005
Skills
Hyperion Enterprise, Forecasting, Biotechnology, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling
Education
Northeastern University 1997 — 2002
Genzyme April 2009 - Present
Genzyme November 2006 - March 2009
Akamai Technologies 2005 - 2007
Akamai Technologies 2005 - 2006
Investors Bank & Trust 2003 - 2005
Skills
Hyperion Enterprise, Forecasting, Biotechnology, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling
Education
Northeastern University 1997 — 2002
Christine (Traynor) Curren Christine (Traynor) Curren's Investors Bank & Trust Experience November 2006 - July 2007
Job Manager Business Continuity Management at National Grid
Industry Utilities
Experience
National Grid July 2011 - Present
National Grid February 2010 - July 2011
Intelligence Security International (ISI) May 2009 - January 2010
CIT Group September 2004 - August 2008
Investors Bank & Trust November 2006 - July 2007
Eagle Rock Alliance May 2003 - September 2004
Skills
Operational Risk..., Integration, Incident Management, Business Continuity..., Change Management, Crisis Management, Visio, IT Strategy, Business Continuity, Management, Disaster Recovery, Risk Management, Strategic Planning, Team Building, Operations Management, Contingency Planning, Emergency Management, Policy, IT Management, IT Audit, Information Security, Software Documentation, Information Security..., Vendor Management, Banking, Risk Assessment, Business Strategy, Financial Risk, Project Delivery, Project Planning, Project Portfolio..., Team Leadership, Management Consulting, Data Center, Analysis, Security, Cross-functional Team..., Program Management, Enterprise Risk..., Business Analysis, ITIL, Project Management, Business Process..., Solution Architecture, Leadership, Governance, IT Service Management, Financial Services, SDLC, Process Improvement
Education
University of Delaware 1996 — 1999
BA, Economics
Mount St. Mary's University 1995 — 1996
National Grid July 2011 - Present
National Grid February 2010 - July 2011
Intelligence Security International (ISI) May 2009 - January 2010
CIT Group September 2004 - August 2008
Investors Bank & Trust November 2006 - July 2007
Eagle Rock Alliance May 2003 - September 2004
Skills
Operational Risk..., Integration, Incident Management, Business Continuity..., Change Management, Crisis Management, Visio, IT Strategy, Business Continuity, Management, Disaster Recovery, Risk Management, Strategic Planning, Team Building, Operations Management, Contingency Planning, Emergency Management, Policy, IT Management, IT Audit, Information Security, Software Documentation, Information Security..., Vendor Management, Banking, Risk Assessment, Business Strategy, Financial Risk, Project Delivery, Project Planning, Project Portfolio..., Team Leadership, Management Consulting, Data Center, Analysis, Security, Cross-functional Team..., Program Management, Enterprise Risk..., Business Analysis, ITIL, Project Management, Business Process..., Solution Architecture, Leadership, Governance, IT Service Management, Financial Services, SDLC, Process Improvement
Education
University of Delaware 1996 — 1999
BA, Economics
Mount St. Mary's University 1995 — 1996
Jeff Dandreta Jeff Dandreta's Investors Bank & Trust Experience January 2006 - January 2007
Job Vice President Internal Reconciliation Center of Excellence
Industry Financial Services
Experience
State Street April 2014 - Present
State Street May 2011 - March 2014
State Street January 2007 - March 2009
Investors Bank & Trust January 2006 - January 2007
Investors Bank & Trust January 1999 - December 2005
Investors Bank & Trust May 1997 - January 1999
State Street January 1993 - January 1997
Skills
Strategic Planning, Program Management, Project Management, Business Process..., Program Implementation, Internal Controls, Business Strategy, Global Optimization, Business Analysis, Fund Accounting, Global Operations, Hedge Funds, Risk Management, Organizational..., Mutual Funds
Education
New England College 1991 — 1993
Bachelor of Science, Business Administration and Accounting
Cushing Academy 1986 — 1989
State Street April 2014 - Present
State Street May 2011 - March 2014
State Street January 2007 - March 2009
Investors Bank & Trust January 2006 - January 2007
Investors Bank & Trust January 1999 - December 2005
Investors Bank & Trust May 1997 - January 1999
State Street January 1993 - January 1997
Skills
Strategic Planning, Program Management, Project Management, Business Process..., Program Implementation, Internal Controls, Business Strategy, Global Optimization, Business Analysis, Fund Accounting, Global Operations, Hedge Funds, Risk Management, Organizational..., Mutual Funds
Education
New England College 1991 — 1993
Bachelor of Science, Business Administration and Accounting
Cushing Academy 1986 — 1989
Brian Lees Brian Lees's Investors Bank & Trust Experience September 1984 - December 1989
Job Project Manager at Venture Financial Systems Group
Industry Financial Services
Experience
Venture Financial Systems Group June 1995 - Present
Mellon Trust December 1989 - June 1995
Investors Bank & Trust September 1984 - December 1989
Skills
Mutual Funds, Data Migration, Portfolio Management, Project Management, Consulting, SDLC
Education
Northeastern University
B.S. Business Administration
Venture Financial Systems Group June 1995 - Present
Mellon Trust December 1989 - June 1995
Investors Bank & Trust September 1984 - December 1989
Skills
Mutual Funds, Data Migration, Portfolio Management, Project Management, Consulting, SDLC
Education
Northeastern University
B.S. Business Administration
Christopher Gonsalves Christopher Gonsalves's Investors Bank & Trust Experience April 2006 - April 2007
Job Director Management & Leadership Development at The Cumberland Gulf Group
Industry Retail
Experience
The Cumberland Gulf Group January 2014 - Present
Raytheon Company February 2010 - October 2013
Raytheon May 2007 - February 2010
Investors Bank & Trust April 2006 - April 2007
Fidelity Investments July 2003 - April 2006
Fidelity Investments July 1999 - July 2003
Fidelity Investments June 1998 - July 1999
John Hancock June 1993 - June 1998
Skills
Performance Consulting, Strategic Planning, Management, Talent Management, Leadership Development, Organizational..., Organizational..., Learning Management, Performance Management, Instructional Design, Employee Engagement, Change Management, Process Improvement, Program Management, Strategy, Onboarding, CRM, Team Building, Team Leadership, Leadership, Training, Project Management, Business Development, Start-ups, Succession Planning, Consulting, Coaching, Workforce Planning, Career Development, Employee Training, Training & Development, E-Learning
Education
Northeastern University 1988 — 1993
Bachelor of Science (BS), History Maj. / Sociology Min.
Avon High School 1984 — 1988
High School Diploma
The Cumberland Gulf Group January 2014 - Present
Raytheon Company February 2010 - October 2013
Raytheon May 2007 - February 2010
Investors Bank & Trust April 2006 - April 2007
Fidelity Investments July 2003 - April 2006
Fidelity Investments July 1999 - July 2003
Fidelity Investments June 1998 - July 1999
John Hancock June 1993 - June 1998
Skills
Performance Consulting, Strategic Planning, Management, Talent Management, Leadership Development, Organizational..., Organizational..., Learning Management, Performance Management, Instructional Design, Employee Engagement, Change Management, Process Improvement, Program Management, Strategy, Onboarding, CRM, Team Building, Team Leadership, Leadership, Training, Project Management, Business Development, Start-ups, Succession Planning, Consulting, Coaching, Workforce Planning, Career Development, Employee Training, Training & Development, E-Learning
Education
Northeastern University 1988 — 1993
Bachelor of Science (BS), History Maj. / Sociology Min.
Avon High School 1984 — 1988
High School Diploma
Edward Paules Edward Paules's Investors Bank & Trust Experience March 2000 - November 2003
Job Independent Risk Management Consultant
Industry Banking
Experience
Edward P Paules Independent Risk Management Consultant September 2010 - Present
Federal Deposit Insurance Corporation March 2008 - September 2010
The South Financial Group January 2005 - March 2007
Plum Rhino Consulting 2004 - 2005
Investors Bank & Trust March 2000 - November 2003
FHLB Boston 1997 - 2000
First National Bank of Chicago 1989 - 1994
Bankers Trust Company, New York April 1979 - June 1988
Skills
Capital Markets, Banking, Risk, Credit, ALM, Liquidity, Market Risk, Credit Risk, Risk Management, Operational Risk, Portfolio Management, Asset Management, Compliance, Derivatives, Financial Analysis, Enterprise Risk..., Operational Risk..., Corporate Finance, FX, Trading, Financial Institutions, Loans, Commercial Banking, Financial Markets, Interest Rate Risk..., Commercial Lending, Forecasting, Bloomberg, Treasury Management, Credit Analysis, Finance, Financial Risk, Financial Modeling, Valuation, Mergers & Acquisitions
Education
Muhlenberg College
BA, History and Political Science
University of Pennsylvania - The Wharton School
MBA, Finance
Edward P Paules Independent Risk Management Consultant September 2010 - Present
Federal Deposit Insurance Corporation March 2008 - September 2010
The South Financial Group January 2005 - March 2007
Plum Rhino Consulting 2004 - 2005
Investors Bank & Trust March 2000 - November 2003
FHLB Boston 1997 - 2000
First National Bank of Chicago 1989 - 1994
Bankers Trust Company, New York April 1979 - June 1988
Skills
Capital Markets, Banking, Risk, Credit, ALM, Liquidity, Market Risk, Credit Risk, Risk Management, Operational Risk, Portfolio Management, Asset Management, Compliance, Derivatives, Financial Analysis, Enterprise Risk..., Operational Risk..., Corporate Finance, FX, Trading, Financial Institutions, Loans, Commercial Banking, Financial Markets, Interest Rate Risk..., Commercial Lending, Forecasting, Bloomberg, Treasury Management, Credit Analysis, Finance, Financial Risk, Financial Modeling, Valuation, Mergers & Acquisitions
Education
Muhlenberg College
BA, History and Political Science
University of Pennsylvania - The Wharton School
MBA, Finance
Chris Terfry, MBA Chris Terfry, MBA's Investors Bank & Trust Experience May 2005 - November 2006
Job Senior Compliance Specialist at Converse
Industry Accounting
Experience
Converse November 2013 - Present
Philips March 2011 - November 2013
Brown Rudnick August 2009 - February 2011
MMA Financial November 2006 - August 2009
Investors Bank & Trust May 2005 - November 2006
Skills
Financial Reporting, Accounting, Financial Analysis, General Ledger, Sarbanes-Oxley Act, QuickBooks, Account Reconciliation, Internal Controls, Microsoft Excel, GAAP, PeopleSoft, Outlook, Auditing, Accounts Receivable, Tax, US GAAP, Access, Financial Statements, Fixed Assets, Finance, IFRS, Green Belt, Six Sigma, REIT, Tax Credits, Project Management, Risk Assessment, SOX Compliancy, Risk Analysis, SEC filings, Revenue Recognition, ERP Implementations, SAP ERP, Sarbanes-Oxley
Education
University of Massachusetts Boston 2007 — 2009
Master of Business Administration (MBA), Finance and International Management
Merrimack College 2001 — 2005
Bachelor of Science (B.S.), Accounting and Business/Management
Converse November 2013 - Present
Philips March 2011 - November 2013
Brown Rudnick August 2009 - February 2011
MMA Financial November 2006 - August 2009
Investors Bank & Trust May 2005 - November 2006
Skills
Financial Reporting, Accounting, Financial Analysis, General Ledger, Sarbanes-Oxley Act, QuickBooks, Account Reconciliation, Internal Controls, Microsoft Excel, GAAP, PeopleSoft, Outlook, Auditing, Accounts Receivable, Tax, US GAAP, Access, Financial Statements, Fixed Assets, Finance, IFRS, Green Belt, Six Sigma, REIT, Tax Credits, Project Management, Risk Assessment, SOX Compliancy, Risk Analysis, SEC filings, Revenue Recognition, ERP Implementations, SAP ERP, Sarbanes-Oxley
Education
University of Massachusetts Boston 2007 — 2009
Master of Business Administration (MBA), Finance and International Management
Merrimack College 2001 — 2005
Bachelor of Science (B.S.), Accounting and Business/Management
Frank Novogratz Frank Novogratz's Investors Bank & Trust Experience June 2005 - October 2008
Job Manager at IDI
Industry Construction
Experience
IDI October 2008 - Present
Investors Bank & Trust June 2005 - October 2008
Skills
Forecasting, Mutual Funds, Process Improvement, Sales, New Business Development, Salesforce.com, Accounting, Customer Service, Construction, Budgets, Contract Negotiation, Account Management, Sales Management, Financial Analysis, Management, Microsoft Excel, Negotiation, Project Management, Selling, Team Building, Operations Management, Strategic Planning, Fund Accounting, Pricing, Green Building, Marketing Strategy, Leadership, Construction Management, Business Development, Marketing, Sales Operations, Financial Modeling, Investments, Cold Calling, Sales Process
Education
Merrimack College 2001 — 2005
Business Administration, Finance
Acchs
IDI October 2008 - Present
Investors Bank & Trust June 2005 - October 2008
Skills
Forecasting, Mutual Funds, Process Improvement, Sales, New Business Development, Salesforce.com, Accounting, Customer Service, Construction, Budgets, Contract Negotiation, Account Management, Sales Management, Financial Analysis, Management, Microsoft Excel, Negotiation, Project Management, Selling, Team Building, Operations Management, Strategic Planning, Fund Accounting, Pricing, Green Building, Marketing Strategy, Leadership, Construction Management, Business Development, Marketing, Sales Operations, Financial Modeling, Investments, Cold Calling, Sales Process
Education
Merrimack College 2001 — 2005
Business Administration, Finance
Acchs
Benjamin Black's Investors Bank & Trust Experience 2001 - 2005
Job Informationist at Knowledgent
Industry Financial Services
Experience
Knowledgent December 2014 - Present
Santander 2010 - 2014
Fidelity Investments 2008 - 2009
Trillium Asset Management May 2007 - November 2007
J.P.Morgan 2005 - 2006
Investors Bank & Trust 2001 - 2005
Skills
Strategic Analysis, Competitive Analysis, Financial Analysis, Change Management, Project Management, Financial Modeling, Business Strategy, Strategy, Sustainability, Business Process..., Fundamental Analysis, IT Strategy, Cross-functional Team..., International Relations, Online Marketing, IT Transformation, IT Management, Intranet Portals, Asset Managment, Financial Reporting, Analytics, Customer Relations, Market Research, Quantitative Research, Systems Dynamics..., Portfolio Management, Consumer Insight, Bloomberg, SAS, Business Discovery, Analysis, Entrepreneurship, Management, Leadership, Business Process, Finance, Management Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA, Strategy, Finance, & Innovation
Tufts University 1997 — 2001
B.A., International Relations, Economics & German Studies
Trumbull High School 1993 — 1997
Knowledgent December 2014 - Present
Santander 2010 - 2014
Fidelity Investments 2008 - 2009
Trillium Asset Management May 2007 - November 2007
J.P.Morgan 2005 - 2006
Investors Bank & Trust 2001 - 2005
Skills
Strategic Analysis, Competitive Analysis, Financial Analysis, Change Management, Project Management, Financial Modeling, Business Strategy, Strategy, Sustainability, Business Process..., Fundamental Analysis, IT Strategy, Cross-functional Team..., International Relations, Online Marketing, IT Transformation, IT Management, Intranet Portals, Asset Managment, Financial Reporting, Analytics, Customer Relations, Market Research, Quantitative Research, Systems Dynamics..., Portfolio Management, Consumer Insight, Bloomberg, SAS, Business Discovery, Analysis, Entrepreneurship, Management, Leadership, Business Process, Finance, Management Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA, Strategy, Finance, & Innovation
Tufts University 1997 — 2001
B.A., International Relations, Economics & German Studies
Trumbull High School 1993 — 1997
Jonathan Quint Jonathan Quint's Investors Bank & Trust Experience February 2006 - March 2007
Job Senior Vice President of Information Services at Grand Circle Corporation
Industry Information Technology and Services
Experience
Grand Circle Corporation March 2015 - Present
Grand Circle Corporation July 2012 - March 2015
EBSCO Publishing November 2010 - July 2012
EBSCO Publishing February 2010 - November 2010
Caturano and Company May 2007 - February 2010
Anchor Express 2001 - 2010
IT Staff (Contract) 2008 - 2008
Investors Bank & Trust February 2006 - March 2007
Accenture August 2003 - February 2006
C-port 1999 - 2003
Skills
VMware, Linux, Project Management, SAN, Windows Server, Service Delivery, Disaster Recovery, Business Continuity..., Software Development, Data Center, Vendor Management, Microsoft Exchange, Governance, Virtualization, Security, Change Management, Network Security, Information Security, Cloud Computing, Outsourcing, Cisco Technologies, ITIL, Active Directory, Management, Professional Services, Infrastructure, Enterprise Architecture, IT Strategy, Incident Management, Consulting, IT Management, SharePoint, Leadership, Solution Architecture, Integration, System Administration, Information Technology, IT Outsourcing, Enterprise Software, VMware ESX, Computer Security, Business Continuity, IT Operations, Networking, Unix, IIS, Storage, Servers, Microsoft Technologies, Project Planning
Education
Northeastern University
University of Massachusetts, Amherst
Grand Circle Corporation March 2015 - Present
Grand Circle Corporation July 2012 - March 2015
EBSCO Publishing November 2010 - July 2012
EBSCO Publishing February 2010 - November 2010
Caturano and Company May 2007 - February 2010
Anchor Express 2001 - 2010
IT Staff (Contract) 2008 - 2008
Investors Bank & Trust February 2006 - March 2007
Accenture August 2003 - February 2006
C-port 1999 - 2003
Skills
VMware, Linux, Project Management, SAN, Windows Server, Service Delivery, Disaster Recovery, Business Continuity..., Software Development, Data Center, Vendor Management, Microsoft Exchange, Governance, Virtualization, Security, Change Management, Network Security, Information Security, Cloud Computing, Outsourcing, Cisco Technologies, ITIL, Active Directory, Management, Professional Services, Infrastructure, Enterprise Architecture, IT Strategy, Incident Management, Consulting, IT Management, SharePoint, Leadership, Solution Architecture, Integration, System Administration, Information Technology, IT Outsourcing, Enterprise Software, VMware ESX, Computer Security, Business Continuity, IT Operations, Networking, Unix, IIS, Storage, Servers, Microsoft Technologies, Project Planning
Education
Northeastern University
University of Massachusetts, Amherst
Teresa Hafferty Teresa Hafferty's Investors Bank & Trust Experience February 2005 - July 2007
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2010 - Present
Sun Life Financial October 2009 - July 2010
Sun Life Financial May 2009 - October 2009
Sun Life Financial August 2008 - April 2009
State Street Corporation July 2007 - August 2008
Investors Bank & Trust February 2005 - July 2007
Mercer Human Resource Consulting 1999 - 2005
Norfolk County Sheriff's Office September 1997 - March 1999
Department of Public Health/Massachusetts Hospital School August 1995 - September 1997
Skills
Microsoft Office, Vendor Management, Asset Management, Quality Center, Lotus Notes, Open Workbench, Software Asset..., Procurement, Procure to Pay, Process Improvement, Software Lifecycle..., Project Planning, Staff Management, Contractor Relations, Purchasing Processes, Hardware Purchasing, Purchasing Management, Purchasing Negotiations, Supplemental Staffing, Contingent Workforce, Contingency Management, Program Management, Purchase Management, Purchasing, Asset Managment, Supply Management, Strategic Sourcing, Sourcing, Management, Analysis, Forecasting, Change Management, Leadership, Spend Analysis, Pricing, Negotiation, Budgets, Team Leadership
Education
Northeastern University 1997 — 1998
Paralegal Certification, Law
Salve Regina University 1991 — 1995
Bachelor fo Arts, English & Communications
Brown Brothers Harriman July 2010 - Present
Sun Life Financial October 2009 - July 2010
Sun Life Financial May 2009 - October 2009
Sun Life Financial August 2008 - April 2009
State Street Corporation July 2007 - August 2008
Investors Bank & Trust February 2005 - July 2007
Mercer Human Resource Consulting 1999 - 2005
Norfolk County Sheriff's Office September 1997 - March 1999
Department of Public Health/Massachusetts Hospital School August 1995 - September 1997
Skills
Microsoft Office, Vendor Management, Asset Management, Quality Center, Lotus Notes, Open Workbench, Software Asset..., Procurement, Procure to Pay, Process Improvement, Software Lifecycle..., Project Planning, Staff Management, Contractor Relations, Purchasing Processes, Hardware Purchasing, Purchasing Management, Purchasing Negotiations, Supplemental Staffing, Contingent Workforce, Contingency Management, Program Management, Purchase Management, Purchasing, Asset Managment, Supply Management, Strategic Sourcing, Sourcing, Management, Analysis, Forecasting, Change Management, Leadership, Spend Analysis, Pricing, Negotiation, Budgets, Team Leadership
Education
Northeastern University 1997 — 1998
Paralegal Certification, Law
Salve Regina University 1991 — 1995
Bachelor fo Arts, English & Communications
Gregory Schmidt Gregory Schmidt's Investors Bank & Trust Experience May 2001 - July 2007
Job Senior Consultant at Hobbs | Madison, Inc.
Industry Financial Services
Experience
Hobbs Madison, Inc. June 2015 - Present
State Street June 2014 - June 2015
MineralTree, Inc. October 2013 - May 2014
ACI Worldwide July 2007 - September 2013
Investors Bank & Trust May 2001 - July 2007
Investors Bank & Trust May 1999 - May 2001
Investors Bank & Trust July 1997 - May 1999
ADP February 1994 - May 1997
ADP February 1988 - February 1994
ADP August 1984 - February 1988
Skills
Financial Services, Integration, Vendor Management, Business Analysis, SDLC, Cash Management, Software Project..., Software Development, Quality Assurance, Agile Methodologies, Product Management, Banking, Testing, Requirements Analysis, Enterprise Software, Databases, SQL, XML, Web Applications, Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Bachelor's degree, Management
Harvard University Extension 1988 — 1989
UC Berkeley Extension / NECF 2006 — 2007
Graduate Certificate Degree, Securities Operations and Finance
Hobbs Madison, Inc. June 2015 - Present
State Street June 2014 - June 2015
MineralTree, Inc. October 2013 - May 2014
ACI Worldwide July 2007 - September 2013
Investors Bank & Trust May 2001 - July 2007
Investors Bank & Trust May 1999 - May 2001
Investors Bank & Trust July 1997 - May 1999
ADP February 1994 - May 1997
ADP February 1988 - February 1994
ADP August 1984 - February 1988
Skills
Financial Services, Integration, Vendor Management, Business Analysis, SDLC, Cash Management, Software Project..., Software Development, Quality Assurance, Agile Methodologies, Product Management, Banking, Testing, Requirements Analysis, Enterprise Software, Databases, SQL, XML, Web Applications, Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Bachelor's degree, Management
Harvard University Extension 1988 — 1989
UC Berkeley Extension / NECF 2006 — 2007
Graduate Certificate Degree, Securities Operations and Finance
Tal Einhorn Tal Einhorn's Investors Bank & Trust Experience 2005 - 2007
Job Manager Operations and Analytics at Deloitte
Industry Financial Services
Experience
Deloitte January 2014 - Present
Liberty Mutual Insurance May 2011 - January 2014
Investors Bank & Trust 2005 - 2007
Cambridge Associates 2004 - 2005
Skills
Outlook, Microsoft Office, Microsoft Excel, KPI Dashboards, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Process Automation, System Automation, Business Strategy, Business Intelligence, VBA, Internal Consulting, Access, Financial Analysis, KPI Reports, Analytics
Education
Northeastern University 1998 — 2003
Bachelor's degree, Finance, General
Northeastern University 1998 — 2003
Bachelor of Science (B.S.), Finance and Insurance
Deloitte January 2014 - Present
Liberty Mutual Insurance May 2011 - January 2014
Investors Bank & Trust 2005 - 2007
Cambridge Associates 2004 - 2005
Skills
Outlook, Microsoft Office, Microsoft Excel, KPI Dashboards, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Process Automation, System Automation, Business Strategy, Business Intelligence, VBA, Internal Consulting, Access, Financial Analysis, KPI Reports, Analytics
Education
Northeastern University 1998 — 2003
Bachelor's degree, Finance, General
Northeastern University 1998 — 2003
Bachelor of Science (B.S.), Finance and Insurance
Ela Nasto Ela Nasto's Investors Bank & Trust Experience February 2007 - July 2007
Job Fund Accounting Supervisor BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2008 - Present
Investors Bank & Trust February 2007 - July 2007
CitiStreet November 2005 - June 2006
Skills
Skilled in working hard..., Strong organizational..., identifying problems..., Highly experienced with..., Excellent communication..., Excellent PC and..., Account Reconciliation
Education
Northeastern University 2001 — 2005
BS, Major in Political Science, Minored in Business
BNY Mellon April 2008 - Present
Investors Bank & Trust February 2007 - July 2007
CitiStreet November 2005 - June 2006
Skills
Skilled in working hard..., Strong organizational..., identifying problems..., Highly experienced with..., Excellent communication..., Excellent PC and..., Account Reconciliation
Education
Northeastern University 2001 — 2005
BS, Major in Political Science, Minored in Business
Cheri Melone Cheri Melone's Investors Bank & Trust Experience January 2002 - July 2004
Job Financial Services
Industry Banking
Experience
First Citizens Bank December 2004 - July 2011
Investors Bank & Trust January 2002 - July 2004
American Foreclosures & Auctions Magazine January 1996 - January 2003
Barclays Global Investors January 2001 - January 2002
Barclays Global Investors January 2000 - January 2001
Franklin Templeton January 1998 - January 2000
Skills
Compliance, Excel, Outlook, Process Improvement, Word, Team Building, Commercial Banking, Budgets, Microsoft Word, Microsoft Excel, Analysis, Risk Management, Management, Financial Analysis, Customer Service, Microsoft Office, Relationship Management, Investments, Portfolio Management
Education
Montclair State University
Bachelor of Arts, English and Journalism
First Citizens Bank December 2004 - July 2011
Investors Bank & Trust January 2002 - July 2004
American Foreclosures & Auctions Magazine January 1996 - January 2003
Barclays Global Investors January 2001 - January 2002
Barclays Global Investors January 2000 - January 2001
Franklin Templeton January 1998 - January 2000
Skills
Compliance, Excel, Outlook, Process Improvement, Word, Team Building, Commercial Banking, Budgets, Microsoft Word, Microsoft Excel, Analysis, Risk Management, Management, Financial Analysis, Customer Service, Microsoft Office, Relationship Management, Investments, Portfolio Management
Education
Montclair State University
Bachelor of Arts, English and Journalism
Richard Sweeney's Investors Bank & Trust Experience June 2004 - June 2006
Job Senior Sales Manager at athenahealth
Industry Information Technology and Services
Experience
athenahealth July 2013 - Present
athenahealth June 2010 - July 2013
athenahealth June 2008 - June 2010
athenahealth July 2006 - June 2008
Investors Bank & Trust June 2004 - June 2006
Skills
Healthcare Information..., Lead Generation, CRM, Healthcare, Management, Training, Sales, Sales Process, Marketing, Selling, Marketing Strategy, Business Development, Process Improvement, SaaS, Strategic Planning
Education
Merrimack College 1999 — 2004
Bachelor, Business Administration - Managment
athenahealth July 2013 - Present
athenahealth June 2010 - July 2013
athenahealth June 2008 - June 2010
athenahealth July 2006 - June 2008
Investors Bank & Trust June 2004 - June 2006
Skills
Healthcare Information..., Lead Generation, CRM, Healthcare, Management, Training, Sales, Sales Process, Marketing, Selling, Marketing Strategy, Business Development, Process Improvement, SaaS, Strategic Planning
Education
Merrimack College 1999 — 2004
Bachelor, Business Administration - Managment
Kelly Shortell, CFA Kelly Shortell, CFA's Investors Bank & Trust Experience May 2005 - June 2006
Job Senior Investment Analyst at Old Mutual Asset Management
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management) March 2015 - Present
Old Mutual Asset Management September 2013 - Present
State Street Investment Analytics September 2008 - August 2013
Fidelity Investments September 2006 - June 2008
Investors Bank & Trust May 2005 - June 2006
Skills
Microsoft Excel
Education
Northeastern University 2000 — 2005
BSBA, Finance/Entrepreneurship
OMAM (Old Mutual Asset Management) March 2015 - Present
Old Mutual Asset Management September 2013 - Present
State Street Investment Analytics September 2008 - August 2013
Fidelity Investments September 2006 - June 2008
Investors Bank & Trust May 2005 - June 2006
Skills
Microsoft Excel
Education
Northeastern University 2000 — 2005
BSBA, Finance/Entrepreneurship
Jim O'Neill's Investors Bank & Trust Experience June 2004 - July 2007
Job Enterprise University Programs, Project Manager at Raytheon
Industry Higher Education
Experience
Raytheon June 2015 - Present
Thermo Fisher Scientific November 2012 - May 2015
Boston University School of Management June 2011 - November 2012
Boston University School of Management July 2007 - May 2011
Investors Bank & Trust June 2004 - July 2007
TAC Worldwide 1993 - 2003
Skills
Hiring, College Recruiting, Staff Development, Career Services, Interviewing, Recruiting, Interviews, Career Counseling, Training, Resume Writing, Building Relationships, Human Resources, Career Development, Applicant Tracking..., Management, Sourcing, CRM, Strategy
Education
Merrimack College 1988 — 1993
BA
Woburn High
Woburn High
Raytheon June 2015 - Present
Thermo Fisher Scientific November 2012 - May 2015
Boston University School of Management June 2011 - November 2012
Boston University School of Management July 2007 - May 2011
Investors Bank & Trust June 2004 - July 2007
TAC Worldwide 1993 - 2003
Skills
Hiring, College Recruiting, Staff Development, Career Services, Interviewing, Recruiting, Interviews, Career Counseling, Training, Resume Writing, Building Relationships, Human Resources, Career Development, Applicant Tracking..., Management, Sourcing, CRM, Strategy
Education
Merrimack College 1988 — 1993
BA
Woburn High
Woburn High
Robin Blatt-Eisengart Robin Blatt-Eisengart's Investors Bank & Trust Experience November 2004 - December 2005
Job Financial Analyst/Program Manager MassDOT Real Estate
Industry Real Estate
Experience
MassDOT May 2010 - Present
United South End Settlements January 2010 - May 2010
WinnCompanies August 2006 - October 2009
Brown Brothers Harriman December 2005 - August 2006
Investors Bank & Trust November 2004 - December 2005
New England Financial January 2003 - June 2003
Ernst & Young February 2000 - July 2000
Skills
Financial Analysis, Analysis, Real Estate, Policy Analysis, Budgets, Project Management, Asset Management, Budgeting, Problem Resolution, Due Diligence, Investments, Business Relations, Real Estate Development, Real Estate Transactions, Real Estate Negotiation, Policy, Forecasting, Financial Reporting, PowerPoint, Negotiation, Portfolio Management, Financial Modeling, Accounting, Research, Contract Negotiation, Process Improvement, Corporate Finance, Problem Solving, Management, Public Policy, Sustainability, Finance, Economic Development, Strategic Planning, Real Estate Project..., Corporate Real Estate, real estate finance, public-private..., Public & Private Sectors, Strategic Partnerships, Real Estate Economics
Education
Northeastern University 2009 — 2012
Master's Degree, Urban and Regional Policy
Northeastern University 1999 — 2004
Bachelor's Degree, Finance/International Business
MassDOT May 2010 - Present
United South End Settlements January 2010 - May 2010
WinnCompanies August 2006 - October 2009
Brown Brothers Harriman December 2005 - August 2006
Investors Bank & Trust November 2004 - December 2005
New England Financial January 2003 - June 2003
Ernst & Young February 2000 - July 2000
Skills
Financial Analysis, Analysis, Real Estate, Policy Analysis, Budgets, Project Management, Asset Management, Budgeting, Problem Resolution, Due Diligence, Investments, Business Relations, Real Estate Development, Real Estate Transactions, Real Estate Negotiation, Policy, Forecasting, Financial Reporting, PowerPoint, Negotiation, Portfolio Management, Financial Modeling, Accounting, Research, Contract Negotiation, Process Improvement, Corporate Finance, Problem Solving, Management, Public Policy, Sustainability, Finance, Economic Development, Strategic Planning, Real Estate Project..., Corporate Real Estate, real estate finance, public-private..., Public & Private Sectors, Strategic Partnerships, Real Estate Economics
Education
Northeastern University 2009 — 2012
Master's Degree, Urban and Regional Policy
Northeastern University 1999 — 2004
Bachelor's Degree, Finance/International Business
Christine K. Kitson Christine K. Kitson's Investors Bank & Trust Experience November 2002 - August 2003
Job Trusts and Estates Attorney at Meltzer, Lippe, Goldstein & Breitstone, LLP
Industry Law Practice
Experience
Meltzer, Lippe, Goldstein & Breitstone, LLP February 2010 - Present
Humes & Wagner, LLP November 2006 - January 2010
Brian A. Raphan, P.C. August 2006 - November 2006
Gelb and Gelb, LLP October 2005 - May 2006
Nassau County District Attorney's Office August 2005 - August 2005
Town of Huntington's Town Attorney's Office June 2004 - August 2004
Investors Bank & Trust November 2002 - August 2003
Investors Bank & Trust March 2001 - October 2002
Investors Bank & Trust March 2000 - March 2001
Skills
Guest lecturer at..., Estate Planning, Trusts, Estate Administration, Estate Tax Planning, Wills, Litigation, Real Estate, Tax, Insurance, Legal Research, Legal Writing, Risk Management, Microsoft Office, Estate Law
Education
Suffolk University Law School 2003 — 2006
J.D., Cum Laude
New York University 1999 — 1999
Certificate, Publishing
Middlebury College 1995 — 1999
B.A., English and Art History
Meltzer, Lippe, Goldstein & Breitstone, LLP February 2010 - Present
Humes & Wagner, LLP November 2006 - January 2010
Brian A. Raphan, P.C. August 2006 - November 2006
Gelb and Gelb, LLP October 2005 - May 2006
Nassau County District Attorney's Office August 2005 - August 2005
Town of Huntington's Town Attorney's Office June 2004 - August 2004
Investors Bank & Trust November 2002 - August 2003
Investors Bank & Trust March 2001 - October 2002
Investors Bank & Trust March 2000 - March 2001
Skills
Guest lecturer at..., Estate Planning, Trusts, Estate Administration, Estate Tax Planning, Wills, Litigation, Real Estate, Tax, Insurance, Legal Research, Legal Writing, Risk Management, Microsoft Office, Estate Law
Education
Suffolk University Law School 2003 — 2006
J.D., Cum Laude
New York University 1999 — 1999
Certificate, Publishing
Middlebury College 1995 — 1999
B.A., English and Art History
Jillian Tilley's Investors Bank & Trust Experience 2003 - 2006
Job SFDC Consultant at GearsCRM
Industry Management Consulting
Experience
GearsCRM March 2012 - Present
dynaTrace Software July 2011 - March 2012
High Street Partners February 2009 - February 2011
L.E.K. Consulting August 2006 - February 2009
Investors Bank & Trust 2003 - 2006
State Street Bank October 2001 - April 2003
Skills
Salesforce.com, Business Analysis, CRM software, Vendor Management, Vendor Relations, Channel Optimization, Business Process..., Business Process Design, IT Operations, Gap Analysis, SDLC, CRM, Process Improvement, Cloud Computing, Business Process, Systems Analysis, Business Development, Sales Operations, Enterprise Software, SaaS, Consulting, Professional Services, Software Project..., Requirements Analysis
Education
Northeastern University
N/A, Business Management
GearsCRM March 2012 - Present
dynaTrace Software July 2011 - March 2012
High Street Partners February 2009 - February 2011
L.E.K. Consulting August 2006 - February 2009
Investors Bank & Trust 2003 - 2006
State Street Bank October 2001 - April 2003
Skills
Salesforce.com, Business Analysis, CRM software, Vendor Management, Vendor Relations, Channel Optimization, Business Process..., Business Process Design, IT Operations, Gap Analysis, SDLC, CRM, Process Improvement, Cloud Computing, Business Process, Systems Analysis, Business Development, Sales Operations, Enterprise Software, SaaS, Consulting, Professional Services, Software Project..., Requirements Analysis
Education
Northeastern University
N/A, Business Management
Christian Young Christian Young's Investors Bank & Trust Experience January 2004 - November 2007
Job Owner, Fleurtatious Floral Design
Industry Design
Experience
Self-employed June 2012 - Present
Natixis Global Asset Management January 2008 - June 2012
Investors Bank & Trust January 2004 - November 2007
John Hancock Financial Services April 1999 - June 2003
Skills
Competitive Analysis, Customer Service, Event Management, Event Planning, Floral Design, Interior Design, Product Development, Product Management, Product Marketing, Public Speaking, Wedding Planning, Team Building, Leadership, Management, Marketing Communications, Marketing, Microsoft Excel, Sales, Project Management, Microsoft Office
Education
Northeastern University
Associates in Management, Business Administration and Management, General
Self-employed June 2012 - Present
Natixis Global Asset Management January 2008 - June 2012
Investors Bank & Trust January 2004 - November 2007
John Hancock Financial Services April 1999 - June 2003
Skills
Competitive Analysis, Customer Service, Event Management, Event Planning, Floral Design, Interior Design, Product Development, Product Management, Product Marketing, Public Speaking, Wedding Planning, Team Building, Leadership, Management, Marketing Communications, Marketing, Microsoft Excel, Sales, Project Management, Microsoft Office
Education
Northeastern University
Associates in Management, Business Administration and Management, General
Shannon Callahan Shannon Callahan's Investors Bank & Trust Experience February 2004 - February 2008
Job Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2011 - Present
JPMorgan Chase February 2008 - November 2011
Investors Bank & Trust February 2004 - February 2008
Skills
Fund Accounting, Mutual Funds, Securities, Banking, Hedge Funds, Asset Management
Education
Northeastern University 2006 — 2010
Master of Business Administration (M.B.A.)
Regis College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
BNY Mellon November 2011 - Present
JPMorgan Chase February 2008 - November 2011
Investors Bank & Trust February 2004 - February 2008
Skills
Fund Accounting, Mutual Funds, Securities, Banking, Hedge Funds, Asset Management
Education
Northeastern University 2006 — 2010
Master of Business Administration (M.B.A.)
Regis College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Lily Zhou Lily Zhou's Investors Bank & Trust Experience 2006 - 2008
Job Selfmotivated, committed, and educated professional specializing in financial analysis, compliance, and innovation.
Industry Banking
Experience
Federal Reserve Bank of Boston January 2013 - Present
Federal Reserve Bank of Boston July 2011 - January 2013
MFS Investment Management February 2008 - July 2011
Investors Bank & Trust 2006 - 2008
Skills
Financial Analysis, Mutual Funds, Bloomberg, PeopleSoft, Financial Modeling, Financial Reporting, Project Management, Accounting, Analysis, Banking, Account Reconciliation, Auditing
Education
New England College of Business and Finance 2012 — 2013
Masters of Business Administration, 3.92
University of Massachusetts Boston
Bachelors, Accounting
Federal Reserve Bank of Boston January 2013 - Present
Federal Reserve Bank of Boston July 2011 - January 2013
MFS Investment Management February 2008 - July 2011
Investors Bank & Trust 2006 - 2008
Skills
Financial Analysis, Mutual Funds, Bloomberg, PeopleSoft, Financial Modeling, Financial Reporting, Project Management, Accounting, Analysis, Banking, Account Reconciliation, Auditing
Education
New England College of Business and Finance 2012 — 2013
Masters of Business Administration, 3.92
University of Massachusetts Boston
Bachelors, Accounting
Derek Boland Derek Boland's Investors Bank & Trust Experience October 2005 - September 2007
Job IT Project Manager / Senior Business Systems Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance, Commercial Insurance Underwriting Systems April 2013 - Present
State Street September 2007 - February 2013
Investors Bank & Trust October 2005 - September 2007
Investors Bank & Trust October 2003 - October 2005
Fidelity Investments, E-Business Division (FeB) January 2000 - October 2003
Fidelity Investments, Employer Services Company 1998 - 2000
Skills
Production Support, Software Quality..., Test Planning, Business Analysis, ETL, Quality Assurance, Business Requirements, Analysis, SDLC, User Acceptance Testing, Quality Center, Toad, Visio, Informatica, Requirements Gathering, DB2, Data Warehousing, Fixed Income, Informatica..., Applications:..., Web Development Tools:..., Database Tools: TOAD;..., Network Tools: FTP;..., Operating Systems:..., Industry Standards:..., Systems Analysis, Databases
Education
Northeastern University
BSBA, Management Information Systems
Northeastern University
Certificate, Computer Programming & Systems Analysis
Liberty Mutual Insurance, Commercial Insurance Underwriting Systems April 2013 - Present
State Street September 2007 - February 2013
Investors Bank & Trust October 2005 - September 2007
Investors Bank & Trust October 2003 - October 2005
Fidelity Investments, E-Business Division (FeB) January 2000 - October 2003
Fidelity Investments, Employer Services Company 1998 - 2000
Skills
Production Support, Software Quality..., Test Planning, Business Analysis, ETL, Quality Assurance, Business Requirements, Analysis, SDLC, User Acceptance Testing, Quality Center, Toad, Visio, Informatica, Requirements Gathering, DB2, Data Warehousing, Fixed Income, Informatica..., Applications:..., Web Development Tools:..., Database Tools: TOAD;..., Network Tools: FTP;..., Operating Systems:..., Industry Standards:..., Systems Analysis, Databases
Education
Northeastern University
BSBA, Management Information Systems
Northeastern University
Certificate, Computer Programming & Systems Analysis
Nicole Goldstein Nicole Goldstein's Investors Bank & Trust Experience January 2007 - August 2007
Job Sr. Revenue Analyst at Lightower Fiber Networks
Industry Financial Services
Experience
Lightower Fiber Networks December 2013 - Present
Target Logistics October 2012 - November 2013
Crown Castle (formerly NextG Networks) September 2011 - October 2012
Dassault Systemes August 2009 - September 2011
The Kessler Group August 2007 - January 2009
Investors Bank & Trust January 2007 - August 2007
Middlesex Savings Bank May 2001 - January 2007
Putnam Investments June 2004 - December 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, General Ledger, Process Improvement, Finance, Budgets, Salesforce.com, Forecasting, PowerPoint, Microsoft Office, Account Reconciliation, Microsoft Word, QuickBooks, Customer Service, Accounts Receivable, PeopleSoft, Analysis, Invoicing, Accounts Payable, Outlook, Management, Employee Benefits, Revenue Recognition
Education
Suffolk University 2009 — 2011
Master; MBA, Business Administration; Finance
Merrimack College 2002 — 2006
Bachelor of Science Degree, Business Administration; Business Finance
Lightower Fiber Networks December 2013 - Present
Target Logistics October 2012 - November 2013
Crown Castle (formerly NextG Networks) September 2011 - October 2012
Dassault Systemes August 2009 - September 2011
The Kessler Group August 2007 - January 2009
Investors Bank & Trust January 2007 - August 2007
Middlesex Savings Bank May 2001 - January 2007
Putnam Investments June 2004 - December 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, General Ledger, Process Improvement, Finance, Budgets, Salesforce.com, Forecasting, PowerPoint, Microsoft Office, Account Reconciliation, Microsoft Word, QuickBooks, Customer Service, Accounts Receivable, PeopleSoft, Analysis, Invoicing, Accounts Payable, Outlook, Management, Employee Benefits, Revenue Recognition
Education
Suffolk University 2009 — 2011
Master; MBA, Business Administration; Finance
Merrimack College 2002 — 2006
Bachelor of Science Degree, Business Administration; Business Finance
Ed Dexter Ed Dexter's Investors Bank & Trust Experience December 2005 - February 2006
Job IT Support Specialist with emphasis on Customer Service, recently A+ Certified.
Industry Information Technology and Services
Experience
Jmk Systems Solutions Inc November 2014 - Present
New Balance July 2013 - September 2013
SmartSource Rentals April 2013 - June 2013
New Balance June 2012 - September 2012
Colliers International April 2011 - March 2012
Fresenius Medical Care March 2006 - February 2011
Investors Bank & Trust December 2005 - February 2006
Professional Staffing Group August 2005 - December 2005
State Street September 1999 - May 2005
Skills
Active Directory, Troubleshooting, Microsoft Office, Software Documentation, Customer Service, Service Desk, Remedy Ticketing System, Security, Documentation, Ghost Imaging, Test Equipment, CompTIA A+ Certification, Technical Support
Education
Millennium Training Institute 2013 — 2014
Network Systems Specialist
Taunton High School 1984 — 1988
Diploma, General Studies
Jmk Systems Solutions Inc November 2014 - Present
New Balance July 2013 - September 2013
SmartSource Rentals April 2013 - June 2013
New Balance June 2012 - September 2012
Colliers International April 2011 - March 2012
Fresenius Medical Care March 2006 - February 2011
Investors Bank & Trust December 2005 - February 2006
Professional Staffing Group August 2005 - December 2005
State Street September 1999 - May 2005
Skills
Active Directory, Troubleshooting, Microsoft Office, Software Documentation, Customer Service, Service Desk, Remedy Ticketing System, Security, Documentation, Ghost Imaging, Test Equipment, CompTIA A+ Certification, Technical Support
Education
Millennium Training Institute 2013 — 2014
Network Systems Specialist
Taunton High School 1984 — 1988
Diploma, General Studies
Jason Kotowski Jason Kotowski's Investors Bank & Trust Experience 2000 - 2006
Job Accounting Manager at Atlantic Tele Network
Industry Accounting
Experience
Atlantic Tele-Network, Inc. January 2013 - Present
NeuroTherm, Inc. May 2010 - December 2012
PricewaterhouseCoopers LLC September 2007 - June 2010
Investors Bank & Trust 2000 - 2006
Skills
US GAAP, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Auditing, Accounting, Financial Accounting, Financial Analysis, Revenue Recognition, Tax, Due Diligence, Mergers, Corporate Finance, Microsoft Excel, External Audit, Consolidation, SEC Filings, Mergers
Education
Northeastern University 2006 — 2007
MBA/MS in Accounting, Graduate School of Professional Accounting
University of Massachusetts, Amherst 1995 — 2000
Economics
Atlantic Tele-Network, Inc. January 2013 - Present
NeuroTherm, Inc. May 2010 - December 2012
PricewaterhouseCoopers LLC September 2007 - June 2010
Investors Bank & Trust 2000 - 2006
Skills
US GAAP, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Auditing, Accounting, Financial Accounting, Financial Analysis, Revenue Recognition, Tax, Due Diligence, Mergers, Corporate Finance, Microsoft Excel, External Audit, Consolidation, SEC Filings, Mergers
Education
Northeastern University 2006 — 2007
MBA/MS in Accounting, Graduate School of Professional Accounting
University of Massachusetts, Amherst 1995 — 2000
Economics
Diane Hrenko Diane Hrenko's Investors Bank & Trust Experience 2002 - 2005
Job Senior Business Manager at UMass Medical School, Center for Health Care Financing
Industry Financial Services
Experience
UMass Medical School, Center for Health Care Financing February 2005 - Present
Investors Bank & Trust 2002 - 2005
John Hancock Life Insurance Company (U.S.A.) 2000 - 2002
Boston Financial Data Services 1998 - 2000
Skills
Strategic Planning, Management, Project Management, Analysis, Business Analysis, Program Management, Data Analysis, Healthcare, Process Improvement, Cross-functional Team..., Leadership, Research, Microsoft Office, Budgets, Accounting, Finance, Financial Reporting, Team Building, Team Leadership, Staff Management, Financial Analysis, Financial Accounting, Staff Development, Healthcare Information..., Presentation Development, Presentation Skills, Spreadsheets, Teamwork, Team Motivation, Business Development, Business Planning, Customer Service, Contract Management, Government Contracting, Internal Controls, Quality Control, Organizational..., Event Management, Event Planning, Forecasting, Nonprofits, Operations Management, Quality Assurance, Risk Management, Business Strategy, Team Management, Vendor Management
Education
Suffolk University - Sawyer Business School 2002 — 2004
Masters, Business Administration
Northeastern University 1997 — 2002
Bachelors, Business Administration
UMass Medical School, Center for Health Care Financing February 2005 - Present
Investors Bank & Trust 2002 - 2005
John Hancock Life Insurance Company (U.S.A.) 2000 - 2002
Boston Financial Data Services 1998 - 2000
Skills
Strategic Planning, Management, Project Management, Analysis, Business Analysis, Program Management, Data Analysis, Healthcare, Process Improvement, Cross-functional Team..., Leadership, Research, Microsoft Office, Budgets, Accounting, Finance, Financial Reporting, Team Building, Team Leadership, Staff Management, Financial Analysis, Financial Accounting, Staff Development, Healthcare Information..., Presentation Development, Presentation Skills, Spreadsheets, Teamwork, Team Motivation, Business Development, Business Planning, Customer Service, Contract Management, Government Contracting, Internal Controls, Quality Control, Organizational..., Event Management, Event Planning, Forecasting, Nonprofits, Operations Management, Quality Assurance, Risk Management, Business Strategy, Team Management, Vendor Management
Education
Suffolk University - Sawyer Business School 2002 — 2004
Masters, Business Administration
Northeastern University 1997 — 2002
Bachelors, Business Administration
Claudio Peca Claudio Peca's Investors Bank & Trust Experience November 1997 - July 2000
Job Sr. Mortgage Consultant
Industry Financial Services
Experience
The Barque Group, LLC 2008 - Present
DISTINCT Capital Partners 2012 - June 2012
Bay State Residential Brokerage, LLC 2007 - 2009
Dynamic Capital Mortgage March 2003 - March 2008
DHR International August 2000 - September 2001
Investors Bank & Trust November 1997 - July 2000
Skills
Strategic Partnerships, Strategy, Private Equity, Loans, Start-ups, Loan Origination, Corporate Finance, Valuation, Venture Capital, New Business Development
Education
Merrimack College 1993 — 1997
BS, Finance
The Barque Group, LLC 2008 - Present
DISTINCT Capital Partners 2012 - June 2012
Bay State Residential Brokerage, LLC 2007 - 2009
Dynamic Capital Mortgage March 2003 - March 2008
DHR International August 2000 - September 2001
Investors Bank & Trust November 1997 - July 2000
Skills
Strategic Partnerships, Strategy, Private Equity, Loans, Start-ups, Loan Origination, Corporate Finance, Valuation, Venture Capital, New Business Development
Education
Merrimack College 1993 — 1997
BS, Finance
Jeanne-marie Ryan's Investors Bank & Trust Experience March 2005 - July 2007
Job Vice President, State Street
Industry Financial Services
Experience
State Street September 2013 - Present
State Street Bank July 2007 - August 2014
Investors Bank & Trust March 2005 - July 2007
Wine Development Board of Ireland May 2003 - March 2005
Skills
Talent Management, Management, Talent Acquisition, Recruiting, Human Resources, Project Management, Onboarding, Performance Management, Personnel Management, Employee Engagement, Alumni Relations, Employer Branding, Executive Search, Employee Relations, Community Engagement, Succession Planning, HR Consulting, Organizational..., New Hire Orientations, Social Media Outreach, Internet Recruiting, Sourcing, Graduate Recruitment, PeopleSoft, HR Policies, Benefits Negotiation, Employee Benefits, Interviews, Workforce Planning, Screening Resumes, Search, College Recruiting, Employee Training, HR Transformation, Hiring, Vendor Management, Organizational Design, Screening, Performance Appraisal, Employment Law, Compensation & Benefit, Technical Recruiting, Career Development, Recruitment Advertising
Education
National College of Ireland 2007 — 2008
CIPD CPP, Human Resources
University College Dublin 2005 — 2006
M.A, Master of Arts degree in American Studies
University College Dublin 1999 — 2003
B.A., Bachelor of Arts (Hons) History and French Studies
State Street September 2013 - Present
State Street Bank July 2007 - August 2014
Investors Bank & Trust March 2005 - July 2007
Wine Development Board of Ireland May 2003 - March 2005
Skills
Talent Management, Management, Talent Acquisition, Recruiting, Human Resources, Project Management, Onboarding, Performance Management, Personnel Management, Employee Engagement, Alumni Relations, Employer Branding, Executive Search, Employee Relations, Community Engagement, Succession Planning, HR Consulting, Organizational..., New Hire Orientations, Social Media Outreach, Internet Recruiting, Sourcing, Graduate Recruitment, PeopleSoft, HR Policies, Benefits Negotiation, Employee Benefits, Interviews, Workforce Planning, Screening Resumes, Search, College Recruiting, Employee Training, HR Transformation, Hiring, Vendor Management, Organizational Design, Screening, Performance Appraisal, Employment Law, Compensation & Benefit, Technical Recruiting, Career Development, Recruitment Advertising
Education
National College of Ireland 2007 — 2008
CIPD CPP, Human Resources
University College Dublin 2005 — 2006
M.A, Master of Arts degree in American Studies
University College Dublin 1999 — 2003
B.A., Bachelor of Arts (Hons) History and French Studies
Nicholas Exarhos Nicholas Exarhos's Investors Bank & Trust Experience 2006 - 2008
Job Sr. Investment Analyst at Hartford Investment Management
Industry Financial Services
Experience
Hartford Investment Management October 2014 - Present
State Street Corporation April 2012 - September 2014
State Street 2010 - 2012
J.P. Morgan 2008 - 2008
Investors Bank & Trust 2006 - 2008
Skills
Forecasting, Business Planning, Securities Lending, Operations Management, US GAAP, Mutual Funds, Bloomberg, Financial Services, Fund Accounting, Securities, Survey Research, Cash Flow, Sarbanes-Oxley Act, Statutory Accounting, Customer Service
Education
Merrimack College 2000 — 2004
Bachelor of Science (BS), Finance, General
Hartford Investment Management October 2014 - Present
State Street Corporation April 2012 - September 2014
State Street 2010 - 2012
J.P. Morgan 2008 - 2008
Investors Bank & Trust 2006 - 2008
Skills
Forecasting, Business Planning, Securities Lending, Operations Management, US GAAP, Mutual Funds, Bloomberg, Financial Services, Fund Accounting, Securities, Survey Research, Cash Flow, Sarbanes-Oxley Act, Statutory Accounting, Customer Service
Education
Merrimack College 2000 — 2004
Bachelor of Science (BS), Finance, General
Dan Sahagian's Investors Bank & Trust Experience August 2005 - February 2007
Job Operations Systems Analyst at Boston Advisors, LLC
Industry Investment Management
Experience
Boston Advisors, LLC April 2015 - Present
Boston Advisors, LLC January 2010 - March 2015
Boston Advisors, LLC January 2008 - December 2009
Chimera Capital March 2007 - September 2007
Investors Bank & Trust August 2005 - February 2007
Skills
VBA, SQL, Investments, Equity Trading, Microsoft Excel, Python, Problem Solving, Process Automation, Advent Product Sweet..., Windows, Mac OS X, Linux
Education
Northeastern University 2001 — 2005
Mathematics
Boston Advisors, LLC April 2015 - Present
Boston Advisors, LLC January 2010 - March 2015
Boston Advisors, LLC January 2008 - December 2009
Chimera Capital March 2007 - September 2007
Investors Bank & Trust August 2005 - February 2007
Skills
VBA, SQL, Investments, Equity Trading, Microsoft Excel, Python, Problem Solving, Process Automation, Advent Product Sweet..., Windows, Mac OS X, Linux
Education
Northeastern University 2001 — 2005
Mathematics
Annie K Hughes's Investors Bank & Trust Experience 2005 - 2007
Job Pharmalucence
Industry Logistics and Supply Chain
Experience
Pharmalucence November 2012 - Present
Tampa Bay Unlimited Services 2008 - Present
Enterprise Dynamics Corporation February 2003 - 2015
RTV Express 2003 - 2015
Satcon Technology Corporation 2011 - 2012
EE 2010 - 2011
SUN Microsystems 2007 - 2009
Investors Bank & Trust 2005 - 2007
Celestica 2003 - 2004
Iperia 2000 - 2003
Skills
Profit Maximization, Strategic Sourcing, Vendor Management, Project Planning, Procurement, Start-ups, Supply Chain, CRM, Outsourcing, Supply Chain Management, Manufacturing, Leadership, Logistics, Purchasing, ERP, Cross-functional Team..., Finance, Program Management, Operations Management, Inventory Control, Budgets, Six Sigma, Contract Negotiation, Project Management, Oracle, Strategic Planning, Change Management, Management, Materials Management, Sourcing, Product Development, Forecasting, Negotiation, Supply Management, Process Improvement, Global Sourcing, Inventory Management, Warehouse Management, Engineering, Business Process, Lean Manufacturing, Wireless, Business Process..., Analysis, Team Building
Education
Simmons College - Simmons School of Management 1998 — 1999
MBA, Finance
Radcliffe College - Landscape Design 1995 — 1998
Certificate in Landscape Design
Merrimack College 1975 — 1981
BS, Accounting
Northeastern University
Associate, Paralegal
Tewksbury High
Pharmalucence November 2012 - Present
Tampa Bay Unlimited Services 2008 - Present
Enterprise Dynamics Corporation February 2003 - 2015
RTV Express 2003 - 2015
Satcon Technology Corporation 2011 - 2012
EE 2010 - 2011
SUN Microsystems 2007 - 2009
Investors Bank & Trust 2005 - 2007
Celestica 2003 - 2004
Iperia 2000 - 2003
Skills
Profit Maximization, Strategic Sourcing, Vendor Management, Project Planning, Procurement, Start-ups, Supply Chain, CRM, Outsourcing, Supply Chain Management, Manufacturing, Leadership, Logistics, Purchasing, ERP, Cross-functional Team..., Finance, Program Management, Operations Management, Inventory Control, Budgets, Six Sigma, Contract Negotiation, Project Management, Oracle, Strategic Planning, Change Management, Management, Materials Management, Sourcing, Product Development, Forecasting, Negotiation, Supply Management, Process Improvement, Global Sourcing, Inventory Management, Warehouse Management, Engineering, Business Process, Lean Manufacturing, Wireless, Business Process..., Analysis, Team Building
Education
Simmons College - Simmons School of Management 1998 — 1999
MBA, Finance
Radcliffe College - Landscape Design 1995 — 1998
Certificate in Landscape Design
Merrimack College 1975 — 1981
BS, Accounting
Northeastern University
Associate, Paralegal
Tewksbury High
Chris Wolfrom's Investors Bank & Trust Experience August 2004 - March 2007
Job Automation Engineer at Massachusetts Institute of Technology (MIT)
Industry Financial Services
Experience
Massachusetts Institute of Technology (MIT) September 2015 - Present
Eagle Investment Systems July 2013 - September 2015
Salem Five Bank June 2008 - July 2013
Fabasoft March 2007 - June 2008
Investors Bank & Trust August 2004 - March 2007
American Holdco June 2003 - August 2004
Skills
Puppet, Python, Cloud Computing, Integration, MySQL, PHP, Unix Shell Scripting, Perl, Enterprise Content..., Enterprise Search, Disaster Recovery
Education
Miami University 1989 — 1993
BA, English, History
Massachusetts Institute of Technology (MIT) September 2015 - Present
Eagle Investment Systems July 2013 - September 2015
Salem Five Bank June 2008 - July 2013
Fabasoft March 2007 - June 2008
Investors Bank & Trust August 2004 - March 2007
American Holdco June 2003 - August 2004
Skills
Puppet, Python, Cloud Computing, Integration, MySQL, PHP, Unix Shell Scripting, Perl, Enterprise Content..., Enterprise Search, Disaster Recovery
Education
Miami University 1989 — 1993
BA, English, History
Adam Marmon, CEP's Investors Bank & Trust Experience April 2002 - June 2005
Job
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
Charles Schwab November 2010 - June 2013
MAI Wealth Advisors September 2007 - September 2008
Fifth Third Bank June 2005 - September 2007
Investors Bank & Trust April 2002 - June 2005
Skills
Mutual Funds, Strategic Financial..., Financial Analysis, Portfolio Management, Series 7, Investments, Wealth Management, Securities, Asset Managment, Financial Services, Risk Management, Alternative Investments, Asset Allocation, Financial Modeling, Equities, Restricted Stock, Employee Stock Options
Education
New England College of Finance 2004 — 2005
Professional, Financial Services
Miami University 1997 — 2001
BS, Finance
Charles Schwab June 2013 - Present
Charles Schwab November 2010 - June 2013
MAI Wealth Advisors September 2007 - September 2008
Fifth Third Bank June 2005 - September 2007
Investors Bank & Trust April 2002 - June 2005
Skills
Mutual Funds, Strategic Financial..., Financial Analysis, Portfolio Management, Series 7, Investments, Wealth Management, Securities, Asset Managment, Financial Services, Risk Management, Alternative Investments, Asset Allocation, Financial Modeling, Equities, Restricted Stock, Employee Stock Options
Education
New England College of Finance 2004 — 2005
Professional, Financial Services
Miami University 1997 — 2001
BS, Finance
Lois Zawrotny's Investors Bank & Trust Experience December 2004 - February 2007
Job Project Manager at Greylock Summit Consulting Corp.
Industry Information Technology and Services
Experience
Greylock Summit Consulting Corp. July 2014 - Present
Alkermes July 2014 - May 2015
Alkermes November 2010 - August 2013
Alkermes April 2008 - January 2011
Amtrol, INC. April 2007 - April 2008
Investors Bank & Trust December 2004 - February 2007
Talbots, Inc. August 2004 - November 2004
Teradyne June 1988 - July 2004
Skills
Process Improvement
Education
Northeastern University
Greylock Summit Consulting Corp. July 2014 - Present
Alkermes July 2014 - May 2015
Alkermes November 2010 - August 2013
Alkermes April 2008 - January 2011
Amtrol, INC. April 2007 - April 2008
Investors Bank & Trust December 2004 - February 2007
Talbots, Inc. August 2004 - November 2004
Teradyne June 1988 - July 2004
Skills
Process Improvement
Education
Northeastern University
Chris Euell's Investors Bank & Trust Experience January 2001 - August 2007
Job
Industry Information Technology and Services
Experience
CAGS, LLC 2013 - Present
DoD September 2007 - September 2013
Investors Bank & Trust January 2001 - August 2007
Skills
Data Warehousing, Business Analysis, Requirements Analysis, Asset Management, Vendor Management, SDLC, Process Improvement, Financial Services, Governance, Project Management, Enterprise Architecture, Project Portfolio..., Integration, Outsourcing, Program Management, IT Strategy, Business Process..., PMO, Business Intelligence, Management, Risk Management, Software Project..., Fixed Income, PMP
Education
Northeastern University
BS, Summa Cum Laude, Management
CAGS, LLC 2013 - Present
DoD September 2007 - September 2013
Investors Bank & Trust January 2001 - August 2007
Skills
Data Warehousing, Business Analysis, Requirements Analysis, Asset Management, Vendor Management, SDLC, Process Improvement, Financial Services, Governance, Project Management, Enterprise Architecture, Project Portfolio..., Integration, Outsourcing, Program Management, IT Strategy, Business Process..., PMO, Business Intelligence, Management, Risk Management, Software Project..., Fixed Income, PMP
Education
Northeastern University
BS, Summa Cum Laude, Management
Crisshelle Coffey's Investors Bank & Trust Experience Systems ManagerState Street2006 - Present
Job Vice President at State Street formerly Investors Bank and Trust
Industry Financial Services
Experience
Investors Bank & Trust Systems ManagerState Street2006 - Present
Skills
Corporate Actions, Fixed Income, Back Office, Systems Management, Equities, Financial Services, Business Requirements, Fund Accounting, Global Custody, Mutual Funds, Relationship Management, Risk Management, SDLC, Securities, Settlement
Education
Northeastern University 1993 — 1996
Investors Bank & Trust Systems ManagerState Street2006 - Present
Skills
Corporate Actions, Fixed Income, Back Office, Systems Management, Equities, Financial Services, Business Requirements, Fund Accounting, Global Custody, Mutual Funds, Relationship Management, Risk Management, SDLC, Securities, Settlement
Education
Northeastern University 1993 — 1996
Joseph Marando's Investors Bank & Trust Experience February 2005 - September 2006
Job Vice President at State Street
Industry Computer Software
Experience
State Street July 2007 - Present
Investors Bank and Trust September 2006 - July 2007
Investors Bank & Trust February 2005 - September 2006
Lawson Software July 2001 - February 2005
Account4 September 1999 - July 2001
Skills
Financial Services
Education
Northeastern University
MBA
University of Massachusetts, Amherst 1986 — 1991
BBA, Operations Mgt
State Street July 2007 - Present
Investors Bank and Trust September 2006 - July 2007
Investors Bank & Trust February 2005 - September 2006
Lawson Software July 2001 - February 2005
Account4 September 1999 - July 2001
Skills
Financial Services
Education
Northeastern University
MBA
University of Massachusetts, Amherst 1986 — 1991
BBA, Operations Mgt
Megann (Wrisley) Arthur's Investors Bank & Trust Experience October 2006 - July 2007
Job Assistant Director of Board Relations at Connections Education
Industry Education Management
Experience
Connections Education June 2009 - Present
Connections Academy June 2012 - April 2014
Connections Academy February 2011 - June 2012
Connections Academy June 2009 - February 2011
Boston Private Financial Holdings February 2008 - June 2009
IONA Technologies July 2007 - February 2008
Investors Bank & Trust October 2006 - July 2007
Zalkind, Rodriguez, Lunt & Duncan September 2003 - April 2006
The Zitter Group 2006 - 2006
Dantes Restaurants 2000 - 2002
Skills
Strategic Planning
Education
Penn State University 1998 — 2002
Bachelor of Arts (BA), English
New England Law Boston
Connections Education June 2009 - Present
Connections Academy June 2012 - April 2014
Connections Academy February 2011 - June 2012
Connections Academy June 2009 - February 2011
Boston Private Financial Holdings February 2008 - June 2009
IONA Technologies July 2007 - February 2008
Investors Bank & Trust October 2006 - July 2007
Zalkind, Rodriguez, Lunt & Duncan September 2003 - April 2006
The Zitter Group 2006 - 2006
Dantes Restaurants 2000 - 2002
Skills
Strategic Planning
Education
Penn State University 1998 — 2002
Bachelor of Arts (BA), English
New England Law Boston
Ryan Van Epps's Investors Bank & Trust Experience June 2005 - July 2007
Job Sr. Business Analyst at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual February 2012 - Present
Omgeo January 2008 - March 2012
Boston Stock Exchange July 2007 - December 2007
Investors Bank & Trust June 2005 - July 2007
Gillette 2002 - 2003
Skills
SDLC, Business Analysis, Financial Services, Requirements Analysis, Visio, Business Requirements, Requirements Gathering, User Acceptance Testing, Integration, Business Process
Education
Northeastern University 1998 — 2003
Liberty Mutual February 2012 - Present
Omgeo January 2008 - March 2012
Boston Stock Exchange July 2007 - December 2007
Investors Bank & Trust June 2005 - July 2007
Gillette 2002 - 2003
Skills
SDLC, Business Analysis, Financial Services, Requirements Analysis, Visio, Business Requirements, Requirements Gathering, User Acceptance Testing, Integration, Business Process
Education
Northeastern University 1998 — 2003
Korin Maille's Investors Bank & Trust Experience 1994 - 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street February 2007 - Present
Investors Bank & Trust 1994 - 2007
Skills
Fund Accounting, Global Custody, Relationship Management, Financial Product..., Project Management, Program Management, Operations Management, Account Management, CRM, New Business Development, ETFs, Alternative Investments, Fund Administration, Fixed Income, Financial Services, Mutual Funds, Equities, Asset Management, Derivatives, Investments
Education
Northeastern University
BS
University of Phoenix
MBA, Global Management
State Street February 2007 - Present
Investors Bank & Trust 1994 - 2007
Skills
Fund Accounting, Global Custody, Relationship Management, Financial Product..., Project Management, Program Management, Operations Management, Account Management, CRM, New Business Development, ETFs, Alternative Investments, Fund Administration, Fixed Income, Financial Services, Mutual Funds, Equities, Asset Management, Derivatives, Investments
Education
Northeastern University
BS
University of Phoenix
MBA, Global Management
Allen Dreon's Investors Bank & Trust Experience 2001 - 2007
Job North American Voice Services Manager at Computershare
Industry Financial Services
Experience
Computershare July 2014 - Present
Computershare March 2008 - June 2014
Carousel Industries October 2007 - March 2008
IBT 2001 - 2007
Investors Bank & Trust 2001 - 2007
marriott international 1998 - 1999
anaheim marriott 1997 - 1999
copley marriott 1997 - 1999
Skills
Food & Beverage, Disaster Recovery, Vendor Management, Business Analysis, Avaya, Project Management, VoIP, Process Improvement, VMware, Troubleshooting, Telephony, Virtualization, IVR, Business Continuity, SIP
Education
Northern Arizona University 1994 — 1998
Bachelor of Science
Computershare July 2014 - Present
Computershare March 2008 - June 2014
Carousel Industries October 2007 - March 2008
IBT 2001 - 2007
Investors Bank & Trust 2001 - 2007
marriott international 1998 - 1999
anaheim marriott 1997 - 1999
copley marriott 1997 - 1999
Skills
Food & Beverage, Disaster Recovery, Vendor Management, Business Analysis, Avaya, Project Management, VoIP, Process Improvement, VMware, Troubleshooting, Telephony, Virtualization, IVR, Business Continuity, SIP
Education
Northern Arizona University 1994 — 1998
Bachelor of Science
Chris Farias's Investors Bank & Trust Experience Senior ManagerDeloitte & Touche1988 - 1999
Job Managing Director, Global Tax Services at Investors Bank & Trust
Industry Financial Services
Experience
Investors Bank & Trust Senior ManagerDeloitte & Touche1988 - 1999
Education
Northeastern University 1985 — 1988
Investors Bank & Trust Senior ManagerDeloitte & Touche1988 - 1999
Education
Northeastern University 1985 — 1988
Peter Attwood's Investors Bank & Trust Experience 2006 - 2007
Job Senior Business Analyst at State Street
Industry Biotechnology
Experience
State Street October 2013 - Present
Biogen Idec January 2009 - Present
Liberty Mutual Insurance October 2008 - December 2008
State Street October 2006 - July 2008
Investors Bank & Trust 2006 - 2007
Fidelity Investments October 2004 - October 2006
Fidelity Investments March 2003 - October 2004
Fidelity Investments July 2001 - March 2003
Fidelity Investments April 2000 - July 2001
Skills
Requirements Analysis, Process Improvement, Software Documentation, Business Process, Project Management, Strategy, MS Project, Management, Security, Program Management, Servers, SharePoint, SDLC
Education
Manhattanville College 1990 — 1994
B.A., Business Management
Waynflete School 1979 — 1990
State Street October 2013 - Present
Biogen Idec January 2009 - Present
Liberty Mutual Insurance October 2008 - December 2008
State Street October 2006 - July 2008
Investors Bank & Trust 2006 - 2007
Fidelity Investments October 2004 - October 2006
Fidelity Investments March 2003 - October 2004
Fidelity Investments July 2001 - March 2003
Fidelity Investments April 2000 - July 2001
Skills
Requirements Analysis, Process Improvement, Software Documentation, Business Process, Project Management, Strategy, MS Project, Management, Security, Program Management, Servers, SharePoint, SDLC
Education
Manhattanville College 1990 — 1994
B.A., Business Management
Waynflete School 1979 — 1990
Ingrid Eikinas's Investors Bank & Trust Experience 2004 - Present
Job Program Mgr. Consultant at State Street
Industry Information Technology and Services
Experience
IBT Program Mgr. ConsultantState StreetJanuary 2009 - Present
State Street Corporation 2004 - Present
Investors Bank & Trust 2004 - Present
Education
Stetson University 1990 — 1994
BA, English
Northeastern University
IBT Program Mgr. ConsultantState StreetJanuary 2009 - Present
State Street Corporation 2004 - Present
Investors Bank & Trust 2004 - Present
Education
Stetson University 1990 — 1994
BA, English
Northeastern University
Benny Rodriguez's Investors Bank & Trust Experience Corporate ActionsState Street CorpJanuary 2008 - Present
Job Corporate Actions at State Street Corp
Industry Financial Services
Experience
Investors Bank & Trust Corporate ActionsState Street CorpJanuary 2008 - Present
MFS Investment Management 2000 - 2005
Education
Northeastern University 2008 — 2014
Management
New England College Of Finance 2005 — 2008
Investors Bank & Trust Corporate ActionsState Street CorpJanuary 2008 - Present
MFS Investment Management 2000 - 2005
Education
Northeastern University 2008 — 2014
Management
New England College Of Finance 2005 — 2008
Dave Sheehy's Investors Bank & Trust Experience January 1998 - November 2005
Job Product Owner at Linedata
Industry Financial Services
Experience
Linedata Services September 2008 - Present
Fidelity Investments April 2007 - June 2008
John Hancock 2005 - 2007
Investors bank & Trust January 1998 - November 2005
Skills
Business Analysis, MS Project, Product Management, Change Management, SDLC, Software Project..., Agile Methodologies, Fixed Income, Requirements Analysis, Business Requirements, Scrum, Equities, Financial Services
Education
Massachusetts College of Liberal Arts 1991 — 1995
Bachelor of Science, Business Management
Linedata Services September 2008 - Present
Fidelity Investments April 2007 - June 2008
John Hancock 2005 - 2007
Investors bank & Trust January 1998 - November 2005
Skills
Business Analysis, MS Project, Product Management, Change Management, SDLC, Software Project..., Agile Methodologies, Fixed Income, Requirements Analysis, Business Requirements, Scrum, Equities, Financial Services
Education
Massachusetts College of Liberal Arts 1991 — 1995
Bachelor of Science, Business Management
Jason Chadbourne, CISA's Investors Bank & Trust Experience September 2006 - July 2007
Job Vice President, Corporate Compliance IT Quality Assurance Senior Manager at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Brown Brothers Harriman March 2014 - June 2015
Brown Brothers Harriman April 2010 - February 2014
MFS July 2007 - April 2010
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust October 2005 - September 2006
Skills
Sarbanes-Oxley Act, Risk Management, Internal Controls, Internal Audit, Financial Services, Auditing, IT Audit, Business Continuity, Business Analysis, Process Improvement, Financial Analysis, Sarbanes-Oxley, Financial Risk, SDLC, Information Security
Education
Northeastern University 2007 — 2010
Certificate, Information Security Management
Southern New Hampshire University 2004 — 2005
MS International Business, International Studies
Southern New Hampshire University 2004 — 2005
Certificate, Information Technology Management
Southern New Hampshire University 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Business Administration (BBA)
State Street June 2015 - Present
Brown Brothers Harriman March 2014 - June 2015
Brown Brothers Harriman April 2010 - February 2014
MFS July 2007 - April 2010
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust October 2005 - September 2006
Skills
Sarbanes-Oxley Act, Risk Management, Internal Controls, Internal Audit, Financial Services, Auditing, IT Audit, Business Continuity, Business Analysis, Process Improvement, Financial Analysis, Sarbanes-Oxley, Financial Risk, SDLC, Information Security
Education
Northeastern University 2007 — 2010
Certificate, Information Security Management
Southern New Hampshire University 2004 — 2005
MS International Business, International Studies
Southern New Hampshire University 2004 — 2005
Certificate, Information Technology Management
Southern New Hampshire University 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Business Administration (BBA)
Casey Kropelin's Investors Bank & Trust Experience June 2006 - April 2008
Job Product Manager of ETFs and Indices at Interactive Data
Industry Financial Services
Experience
Triolo's Bakery - Gourmet Dessert Gifts August 2015 - Present
Interactive Data January 2012 - August 2015
Interactive Data May 2011 - January 2012
GMO October 2008 - April 2011
Harvard Management Company April 2008 - October 2008
Investors Bank & Trust June 2006 - April 2008
Skills
Microsoft Office, Bloomberg, Fixed Income, Equities, Derivatives, Mutual Funds, Financial Analysis, Financial Reporting, Account Reconciliation, Hedge Funds, Analysis, Fund Accounting, Reuters, Eagle PACE, Firmament, FMC, Interactive Data..., Leadership, Customer Service, Teamwork, Communication Skills, Writing, Valuation, Options, ETFs, Trading, Index Funds, Corporate Actions
Education
New England College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.6
Spaulding High School 1998 — 2002
Triolo's Bakery - Gourmet Dessert Gifts August 2015 - Present
Interactive Data January 2012 - August 2015
Interactive Data May 2011 - January 2012
GMO October 2008 - April 2011
Harvard Management Company April 2008 - October 2008
Investors Bank & Trust June 2006 - April 2008
Skills
Microsoft Office, Bloomberg, Fixed Income, Equities, Derivatives, Mutual Funds, Financial Analysis, Financial Reporting, Account Reconciliation, Hedge Funds, Analysis, Fund Accounting, Reuters, Eagle PACE, Firmament, FMC, Interactive Data..., Leadership, Customer Service, Teamwork, Communication Skills, Writing, Valuation, Options, ETFs, Trading, Index Funds, Corporate Actions
Education
New England College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.6
Spaulding High School 1998 — 2002
Rick LeMay's Investors Bank & Trust Experience 1990 - 2001
Job Head of Professional Services Group at Fidessa
Industry Investment Management
Experience
Fidessa January 2011 - Present
Fidessa January 2008 - December 2010
Fidessa LatentZero 2004 - December 2009
Investors Bank & Trust 1990 - 2001
Education
Marquette University 1986 — 1990
Bachelor of Science (BS), Finance and Financial Management Services
Fidessa January 2011 - Present
Fidessa January 2008 - December 2010
Fidessa LatentZero 2004 - December 2009
Investors Bank & Trust 1990 - 2001
Education
Marquette University 1986 — 1990
Bachelor of Science (BS), Finance and Financial Management Services
Carolyn Neil's Investors Bank & Trust Experience May 2004 - July 2007
Job Global Infrastructure Contract Lead at Manulife Financial / John Hancock
Industry Information Technology and Services
Experience
Manulife Financial / John Hancock 2013 - Present
Manulife Financial / John Hancock 2007 - 2012
Investors Bank & Trust May 2004 - July 2007
Skills
Vendor Management, SDLC, Visio, Disaster Recovery, Business Analysis, Hardware, ITIL, Process Improvement, Business Process..., Software Documentation, Team Leadership, IT Service Management, IT Asset Management, Software Asset..., Software Licensing, Software Compliance, HP Asset Manager, IT Strategy, SharePoint, IT Management, Infrastructure, IT Operations, Requirements Gathering
Education
North Shore Community College
Manulife Financial / John Hancock 2013 - Present
Manulife Financial / John Hancock 2007 - 2012
Investors Bank & Trust May 2004 - July 2007
Skills
Vendor Management, SDLC, Visio, Disaster Recovery, Business Analysis, Hardware, ITIL, Process Improvement, Business Process..., Software Documentation, Team Leadership, IT Service Management, IT Asset Management, Software Asset..., Software Licensing, Software Compliance, HP Asset Manager, IT Strategy, SharePoint, IT Management, Infrastructure, IT Operations, Requirements Gathering
Education
North Shore Community College
Gregory V. Nikiforow's Investors Bank & Trust Experience May 2001 - July 2007
Job Vice President, Relationship Management at State Street Corporation
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust May 2001 - July 2007
Investors Bank & Trust June 1999 - May 2001
Skills
Mutual Funds, Fixed Income, Equities, Derivatives, Securities, Financial Services, Investments, CRM
Education
Worcester State College 1995 — 1999
Bachelor of Science (BS), Business Administration, Accounting/Finance, Magna Cum Laude
Merrimack College 1994 — 1995
Psychology and Business Administration
State Street July 2007 - Present
Investors Bank & Trust May 2001 - July 2007
Investors Bank & Trust June 1999 - May 2001
Skills
Mutual Funds, Fixed Income, Equities, Derivatives, Securities, Financial Services, Investments, CRM
Education
Worcester State College 1995 — 1999
Bachelor of Science (BS), Business Administration, Accounting/Finance, Magna Cum Laude
Merrimack College 1994 — 1995
Psychology and Business Administration
Catherine Philip's Investors Bank & Trust Experience August 2006 - July 2007
Job at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2008 - Present
Investors Bank & Trust August 2006 - July 2007
United Way of MA Bay July 2005 - August 2006
State Street Corporation March 1997 - June 2003
Education
Merrimack College 1981 — 1985
Brown Brothers Harriman October 2008 - Present
Investors Bank & Trust August 2006 - July 2007
United Way of MA Bay July 2005 - August 2006
State Street Corporation March 1997 - June 2003
Education
Merrimack College 1981 — 1985
Susan Mosher's Investors Bank & Trust Experience 1995 - 2007
Job Managing Member at Carol Consulting Group, LLC
Industry Financial Services
Experience
Carol Consulting Group, LLC November 2014 - Present
Foreside Financial Group, LLC June 2009 - October 2014
Coast Asset Management August 2007 - March 2009
Investors Bank & Trust 1995 - 2007
Skills
Securities, Mutual Funds, Hedge Funds, Fund Of Funds, Alternative Investments, AML, Securities Regulation, Investments, Financial Services, Risk Management, Fixed Income, Investment Management, Due Diligence, Capital Markets
Education
Saint Louis University School of Law 1977 — 1980
JD, Law
Manhattanville College 1973 — 1977
Bachelor of Arts (BA), Biology and Political Science
Carol Consulting Group, LLC November 2014 - Present
Foreside Financial Group, LLC June 2009 - October 2014
Coast Asset Management August 2007 - March 2009
Investors Bank & Trust 1995 - 2007
Skills
Securities, Mutual Funds, Hedge Funds, Fund Of Funds, Alternative Investments, AML, Securities Regulation, Investments, Financial Services, Risk Management, Fixed Income, Investment Management, Due Diligence, Capital Markets
Education
Saint Louis University School of Law 1977 — 1980
JD, Law
Manhattanville College 1973 — 1977
Bachelor of Arts (BA), Biology and Political Science
Carolyn Price's Investors Bank & Trust Experience 2005 - 2007
Job Human Resources Manager at The Baupost Group
Industry Financial Services
Experience
The Baupost Group October 2012 - Present
The Baupost Group October 2010 - September 2012
The Baupost Group January 2009 - October 2010
Burns & Levinson April 2007 - January 2009
Investors Bank & Trust 2005 - 2007
Education
Suffolk University 2006 — 2009
Master of Science (MS), Human Resources Management
Miami University 2000 — 2004
Bachelor of Science (BS), Organizational Leadership
The Baupost Group October 2012 - Present
The Baupost Group October 2010 - September 2012
The Baupost Group January 2009 - October 2010
Burns & Levinson April 2007 - January 2009
Investors Bank & Trust 2005 - 2007
Education
Suffolk University 2006 — 2009
Master of Science (MS), Human Resources Management
Miami University 2000 — 2004
Bachelor of Science (BS), Organizational Leadership
Meakim, Kyle's Investors Bank & Trust Experience September 2005 - July 2007
Job Treasury Accountant Supervisor at Bank of New York Mellon
Industry Accounting
Experience
St. Bernadette Catholic Church November 2007 - Present
Bank of New York Mellon July 2007 - April 2012
Investors Bank & Trust September 2005 - July 2007
Skills
Microsoft Office, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Insurance, Customer Service, Outlook, Budgets, Public Speaking, Analysis, Access, Team Building, Financial Analysis
Education
Merrimack College 2001 — 2005
Monsignor Bonner High School 1997 — 2001
St. Bernadette Catholic Church November 2007 - Present
Bank of New York Mellon July 2007 - April 2012
Investors Bank & Trust September 2005 - July 2007
Skills
Microsoft Office, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Insurance, Customer Service, Outlook, Budgets, Public Speaking, Analysis, Access, Team Building, Financial Analysis
Education
Merrimack College 2001 — 2005
Monsignor Bonner High School 1997 — 2001
Keryne Flaherty's Investors Bank & Trust Experience September 2004 - December 2006
Job Hedge Fund Services Supervisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2010 - Present
Kaufman Rossin Fund Services October 2007 - February 2010
Investors Bank & Trust/State Street Corporation December 2006 - October 2007
Investors Bank & Trust September 2004 - December 2006
Investors Bank & Trust September 2003 - September 2004
Skills
Financial Statements, Accounting, Equities, Settlement, Microsoft Excel, Risk Management, PowerPoint, Microsoft Word, Outlook, Microsoft Money, Database Administration, Fund Administration, Hedge Funds, Fund Of Funds, Back Office, Allocations, Client Service Oriented, Client Liaison, Financial Analysis
Education
Merrimack College
Bachelor of Science, Business Administration; Finance
J.P. Morgan August 2010 - Present
Kaufman Rossin Fund Services October 2007 - February 2010
Investors Bank & Trust/State Street Corporation December 2006 - October 2007
Investors Bank & Trust September 2004 - December 2006
Investors Bank & Trust September 2003 - September 2004
Skills
Financial Statements, Accounting, Equities, Settlement, Microsoft Excel, Risk Management, PowerPoint, Microsoft Word, Outlook, Microsoft Money, Database Administration, Fund Administration, Hedge Funds, Fund Of Funds, Back Office, Allocations, Client Service Oriented, Client Liaison, Financial Analysis
Education
Merrimack College
Bachelor of Science, Business Administration; Finance
Albert Shiue's Investors Bank & Trust Experience December 2005 - October 2007
Job Assistant Product Manager at Pfizer Consumer Healthcare
Industry Marketing and Advertising
Experience
Pfizer Consumer Healthcare July 2014 - Present
ConAgra Foods June 2013 - August 2013
P&G India Ltd March 2013 - April 2013
Bridgewater Associates January 2011 - June 2012
International Fund Services August 2009 - January 2011
Investors Bank & Trust December 2005 - October 2007
State Street September 2004 - December 2005
Skills
Hedge Funds, Valuation, Financial Services, Cross-functional Team..., Financial Modeling, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
National Taiwan Normal University 2008 — 2009
Certificate, Chinese Language Studies
Middlebury College 2000 — 2004
BA, Economics
Pfizer Consumer Healthcare July 2014 - Present
ConAgra Foods June 2013 - August 2013
P&G India Ltd March 2013 - April 2013
Bridgewater Associates January 2011 - June 2012
International Fund Services August 2009 - January 2011
Investors Bank & Trust December 2005 - October 2007
State Street September 2004 - December 2005
Skills
Hedge Funds, Valuation, Financial Services, Cross-functional Team..., Financial Modeling, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
National Taiwan Normal University 2008 — 2009
Certificate, Chinese Language Studies
Middlebury College 2000 — 2004
BA, Economics
Jesse Abramson's Investors Bank & Trust Experience July 2006 - July 2007
Job Occupational Therapy student
Industry Medical Practice
Experience
Povo, Inc June 2009 - November 2010
UBS Securities LLC January 2008 - October 2008
Investors Bank & Trust July 2006 - July 2007
Deutsche Bank March 2005 - November 2005
StateStreet Corp August 2001 - November 2004
Education
Messiah College 1997 — 2001
Povo, Inc June 2009 - November 2010
UBS Securities LLC January 2008 - October 2008
Investors Bank & Trust July 2006 - July 2007
Deutsche Bank March 2005 - November 2005
StateStreet Corp August 2001 - November 2004
Education
Messiah College 1997 — 2001
Stephen Puopolo's Investors Bank & Trust Experience 1997 - 2000
Job Assistant Vice President at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase December 2011 - Present
State Street February 2008 - September 2008
JP Morgan & Chase 2000 - 2008
Investors Bank & Trust 1997 - 2000
Skills
Fund Accounting, Administration, Mutual Funds, Bloomberg, Financial Analysis, Corporate Actions, Due Diligence, Equities, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Accounting, Excel, Private Equity, Securities, Asset Managment, Derivatives, Financial Services, Fund Administration, Investments, Risk Management
Education
Northeastern University 1992 — 1997
BS, International Business / Finance
JPMorgan Chase December 2011 - Present
State Street February 2008 - September 2008
JP Morgan & Chase 2000 - 2008
Investors Bank & Trust 1997 - 2000
Skills
Fund Accounting, Administration, Mutual Funds, Bloomberg, Financial Analysis, Corporate Actions, Due Diligence, Equities, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Accounting, Excel, Private Equity, Securities, Asset Managment, Derivatives, Financial Services, Fund Administration, Investments, Risk Management
Education
Northeastern University 1992 — 1997
BS, International Business / Finance
Damian Mangino's Investors Bank & Trust Experience 1992 - 1994
Job Controller at Engineering Planning and Management, Inc.
Industry Mechanical or Industrial Engineering
Experience
Engineering Planning and Management, Inc. April 2014 - Present
DBC Pri-Med LLC January 2014 - March 2014
InfraReDx October 2010 - December 2013
NMT Medical June 2006 - October 2010
NMT Medical December 2004 - May 2006
Novations August 2003 - December 2004
Spaulding & Slye Colliers March 1997 - August 2003
Primix Solutions, Inc. 1996 - 1997
Corporate Software 1995 - 1995
Investors Bank & Trust 1992 - 1994
Skills
General Ledger, Accounting, Revenue Recognition, Auditing, Financial Reporting, Budgets, SEC filings, Process Improvement, Cost Accounting, Financial Analysis, Forecasting, Sarbanes-Oxley Act, GAAP, Variance Analysis, Payroll, Account Reconciliation, Accounts Payable, Accounts Receivable, Fixed Assets, Great Plains Software, Accruals, Internal Audit, US GAAP, Financial Statements, Cash Flow, Internal Controls, Cash Management, ADP Payroll, Due Diligence, Managerial Finance, Financial Accounting, Sarbanes-Oxley, Acquisition Integration, Bank Reconciliation, Finance, Tax Preparation, Consolidation, Financial Modeling, Monthly Close, Bookkeeping
Education
Merrimack College 1987 — 1992
BS, Business Administration - Accounting Major
Engineering Planning and Management, Inc. April 2014 - Present
DBC Pri-Med LLC January 2014 - March 2014
InfraReDx October 2010 - December 2013
NMT Medical June 2006 - October 2010
NMT Medical December 2004 - May 2006
Novations August 2003 - December 2004
Spaulding & Slye Colliers March 1997 - August 2003
Primix Solutions, Inc. 1996 - 1997
Corporate Software 1995 - 1995
Investors Bank & Trust 1992 - 1994
Skills
General Ledger, Accounting, Revenue Recognition, Auditing, Financial Reporting, Budgets, SEC filings, Process Improvement, Cost Accounting, Financial Analysis, Forecasting, Sarbanes-Oxley Act, GAAP, Variance Analysis, Payroll, Account Reconciliation, Accounts Payable, Accounts Receivable, Fixed Assets, Great Plains Software, Accruals, Internal Audit, US GAAP, Financial Statements, Cash Flow, Internal Controls, Cash Management, ADP Payroll, Due Diligence, Managerial Finance, Financial Accounting, Sarbanes-Oxley, Acquisition Integration, Bank Reconciliation, Finance, Tax Preparation, Consolidation, Financial Modeling, Monthly Close, Bookkeeping
Education
Merrimack College 1987 — 1992
BS, Business Administration - Accounting Major
Priya Dixit's Investors Bank & Trust Experience January 2006 - April 2006
Job HR Manager at athenahealth
Industry Human Resources
Experience
athenahealth July 2015 - Present
athenahealth June 2014 - July 2015
EDMC - The New England Institute of Art July 2013 - June 2014
Northeastern University March 2011 - June 2013
The Home for Little Wanderers August 2009 - February 2011
Iron Mountain Inc April 2008 - July 2009
Cambridge Systematics, Inc August 2007 - January 2008
Vertex Pharmaceuticals April 2006 - August 2006
Investors Bank & Trust January 2006 - April 2006
Skills
Benefits Administration, Human Resources, Database Administration, Lotus Notes, Microsoft Office, Training & Development, Organizational..., Project Implementation, Performance Management, Employee Relations, Employee Engagement, Employee Management, Employee Training, Deferred Compensation, Talent Management, Training, Interviews, New Hire Orientations, Employee Benefits, Recruiting, Onboarding
Education
Northeastern University 2012 — 2013
Master’s of Science, Organizational Leadership
Northeastern University
HR Certificate
Northeastern University
Bachelor of Arts (B.A.), History
athenahealth July 2015 - Present
athenahealth June 2014 - July 2015
EDMC - The New England Institute of Art July 2013 - June 2014
Northeastern University March 2011 - June 2013
The Home for Little Wanderers August 2009 - February 2011
Iron Mountain Inc April 2008 - July 2009
Cambridge Systematics, Inc August 2007 - January 2008
Vertex Pharmaceuticals April 2006 - August 2006
Investors Bank & Trust January 2006 - April 2006
Skills
Benefits Administration, Human Resources, Database Administration, Lotus Notes, Microsoft Office, Training & Development, Organizational..., Project Implementation, Performance Management, Employee Relations, Employee Engagement, Employee Management, Employee Training, Deferred Compensation, Talent Management, Training, Interviews, New Hire Orientations, Employee Benefits, Recruiting, Onboarding
Education
Northeastern University 2012 — 2013
Master’s of Science, Organizational Leadership
Northeastern University
HR Certificate
Northeastern University
Bachelor of Arts (B.A.), History
Gary Thibodeau's Investors Bank & Trust Experience May 1996 - April 2003
Job Accounting Manager at John Hancock
Industry Accounting
Experience
John Hancock April 2003 - Present
Investors Bank & Trust May 1996 - April 2003
Skills
Business Analysis, Financial Analysis, Requirements Gathering, Business Requirements, Financial Modeling, Financial Services, Visio, Business Process..., Risk Management, Process Improvement, Requirements Analysis, Strategic Financial...
Education
Nichols College 2011 — 2014
Master's Degree, Organizational Leadership
University of Massachusetts Dartmouth 1991 — 1996
Accounting
John Hancock April 2003 - Present
Investors Bank & Trust May 1996 - April 2003
Skills
Business Analysis, Financial Analysis, Requirements Gathering, Business Requirements, Financial Modeling, Financial Services, Visio, Business Process..., Risk Management, Process Improvement, Requirements Analysis, Strategic Financial...
Education
Nichols College 2011 — 2014
Master's Degree, Organizational Leadership
University of Massachusetts Dartmouth 1991 — 1996
Accounting
Jen Gallant's Investors Bank & Trust Experience August 1996 - September 2004
Job Tax Manager at Deloitte
Industry Financial Services
Experience
Deloitte September 2005 - Present
Columbia Management September 2004 - September 2005
Investors Bank & Trust August 1996 - September 2004
Skills
Financial Services, Mutual Funds, Partnership Taxation
Education
Northeastern University 2000 — 2002
Master of Science (MS), Taxation
Susquehanna University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Deloitte September 2005 - Present
Columbia Management September 2004 - September 2005
Investors Bank & Trust August 1996 - September 2004
Skills
Financial Services, Mutual Funds, Partnership Taxation
Education
Northeastern University 2000 — 2002
Master of Science (MS), Taxation
Susquehanna University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Larry Mohammed's Investors Bank & Trust Experience July 2005 - August 2006
Job Sourcing & Procurement Leader
Industry Semiconductors
Experience
Teradyne April 2011 - Present
Gurnet Consulting 2010 - October 2011
Kronos June 2008 - June 2010
3Com September 2006 - June 2008
Investors Bank & Trust July 2005 - August 2006
KeyCorp 2004 - 2005
Skills
Vendor Management, Cross-functional Team..., Strategic Sourcing, Outsourcing, Procurement, Forecasting, Budgets, Negotiation, Process Improvement, Analysis, Strategic Planning, Business Analysis, Supply Chain, Leadership, Sourcing, Management, Quality Assurance, Mergers & Acquisitions, Integration
Education
Northeastern University 1995 — 1997
MBA, Finance
University of the West Indies, St. Augustine Campus 1991 — 1994
BSc., Business Management
Teradyne April 2011 - Present
Gurnet Consulting 2010 - October 2011
Kronos June 2008 - June 2010
3Com September 2006 - June 2008
Investors Bank & Trust July 2005 - August 2006
KeyCorp 2004 - 2005
Skills
Vendor Management, Cross-functional Team..., Strategic Sourcing, Outsourcing, Procurement, Forecasting, Budgets, Negotiation, Process Improvement, Analysis, Strategic Planning, Business Analysis, Supply Chain, Leadership, Sourcing, Management, Quality Assurance, Mergers & Acquisitions, Integration
Education
Northeastern University 1995 — 1997
MBA, Finance
University of the West Indies, St. Augustine Campus 1991 — 1994
BSc., Business Management
Paul Schaetzl's Investors Bank & Trust Experience 1998 - 2002
Job Vice President at Northeast Retirement Services
Industry Financial Services
Experience
Northeast Retirement Services February 2005 - Present
Investors Bank & Trust 1998 - 2002
State Street January 1983 - December 1998
Skills
Operational Control, Bookkeeping, Investments, Asset Allocation, Banking, Financial Services, Securities, Funding
Education
Northeastern University 1981 — 1986
BS/BA, Accounting
Northeast Retirement Services February 2005 - Present
Investors Bank & Trust 1998 - 2002
State Street January 1983 - December 1998
Skills
Operational Control, Bookkeeping, Investments, Asset Allocation, Banking, Financial Services, Securities, Funding
Education
Northeastern University 1981 — 1986
BS/BA, Accounting
Shawn Alix's Investors Bank & Trust Experience 2004 - 2005
Job Complex Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investmens Complex Operations AnalystFidelity Investments2005 - Present
Investors Bank & Trust 2004 - 2005
Education
Mount Washington College 1999 — 2004
Fidelity Investmens Complex Operations AnalystFidelity Investments2005 - Present
Investors Bank & Trust 2004 - 2005
Education
Mount Washington College 1999 — 2004
Joe Kinnally's Investors Bank & Trust Experience January 2006 - July 2007
Job Director Global Corporate Actions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
State Street July 2007 - February 2009
Investors Bank & Trust January 2006 - July 2007
Investors Bank & Trust Company August 1994 - January 2006
State Street January 1984 - January 1994
Skills
Fund Accounting, Mutual Funds, Fund Administration, Alternative Investments, Derivatives, Equities, Financial Services, Hedge Funds, Investments, Private Equity, Accounting, Corporate Actions, Bloomberg, Due Diligence, Finance, Trading
Education
Massachusetts College of Liberal Arts 1980 — 1983
BS BA, Accoutning
Fidelity Investments May 2011 - Present
State Street July 2007 - February 2009
Investors Bank & Trust January 2006 - July 2007
Investors Bank & Trust Company August 1994 - January 2006
State Street January 1984 - January 1994
Skills
Fund Accounting, Mutual Funds, Fund Administration, Alternative Investments, Derivatives, Equities, Financial Services, Hedge Funds, Investments, Private Equity, Accounting, Corporate Actions, Bloomberg, Due Diligence, Finance, Trading
Education
Massachusetts College of Liberal Arts 1980 — 1983
BS BA, Accoutning
Robert Cowles's Investors Bank & Trust Experience May 1999 - November 2001
Job Managing Director, Compliance Services at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC March 2014 - Present
Lincoln Financial Group September 2013 - March 2014
Gottex Fund Management July 2010 - September 2013
JP Morgan Chase January 2009 - July 2010
JP Morgan Chase January 2006 - December 2008
JPMorgan Chase December 2001 - December 2005
Investors Bank & Trust May 1999 - November 2001
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Fund Administration, Financial Services, Mutual Funds, Securities, Fund Accounting, Asset Management, Equities
Education
Merrimack College 1995 — 1999
Foreside Financial Group, LLC March 2014 - Present
Lincoln Financial Group September 2013 - March 2014
Gottex Fund Management July 2010 - September 2013
JP Morgan Chase January 2009 - July 2010
JP Morgan Chase January 2006 - December 2008
JPMorgan Chase December 2001 - December 2005
Investors Bank & Trust May 1999 - November 2001
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Fund Administration, Financial Services, Mutual Funds, Securities, Fund Accounting, Asset Management, Equities
Education
Merrimack College 1995 — 1999
Colin Rhodes's Investors Bank & Trust Experience 2002 - 2004
Job Resource Manager/Production Planner at North Coast Seafoods
Industry Food Production
Experience
North Coast Seafoods May 2004 - Present
North Atalntic Traders March 2002 - May 2004
Investors Bank & Trust 2002 - 2004
Skills
Inventory Management, Sales Management, New Business Development, Negotiation, Business Strategy, Strategic Planning, Budgets, Forecasting, Product Development, Business Planning, Account Management, Purchasing, Operations Management, Contract Negotiation, Sales, Marketing Strategy, Team Building, Retail, Microsoft Excel
Education
Merrimack College 1999 — 2002
bs
University of New Hampshire 1997 — 2001
Business/Managerial Economics
St John's Prep 1994 — 1996
North Coast Seafoods May 2004 - Present
North Atalntic Traders March 2002 - May 2004
Investors Bank & Trust 2002 - 2004
Skills
Inventory Management, Sales Management, New Business Development, Negotiation, Business Strategy, Strategic Planning, Budgets, Forecasting, Product Development, Business Planning, Account Management, Purchasing, Operations Management, Contract Negotiation, Sales, Marketing Strategy, Team Building, Retail, Microsoft Excel
Education
Merrimack College 1999 — 2002
bs
University of New Hampshire 1997 — 2001
Business/Managerial Economics
St John's Prep 1994 — 1996
Richard Rios's Investors Bank & Trust Experience 1998 - 1999
Job Cloud Infrastructure Solution Architect at Red Hat
Industry Computer Networking
Experience
Red Hat May 2014 - Present
Ricoh Business Solutions August 2009 - May 2014
Ricoh Business Systems 2007 - 2009
Fidelity Investments June 2005 - June 2006
Standard & Poor's June 2003 - April 2005
Fidelity Investments 2002 - 2002
John Hancock Life Insurance Company (U.S.A.) 1999 - 2002
Investors Bank & Trust 1998 - 1999
Skills
Document Management, Virtualization, Microsoft SQL Server, Active Directory, System Administration, Vendor Management, Business Analysis, Networking, VoIP, Salesforce.com, Business Process, Cloud Computing, Managed Services, Disaster Recovery, Technical Support, Professional Services, Servers, Cross-functional Team..., SaaS, XP, Solution Selling, Enterprise Software, Microsoft Exchange, Testing, Training, Data Center, Hardware, Troubleshooting, Software Installation, Windows Server, Integration, IT Management, VMware, IT Strategy, Enterprise Architecture, VMware ESX, Quality Assurance, IT Operations, Network Administration, DNS, Sales Process, Requirements Analysis, Pre-sales, Operating Systems, Microsoft Certified..., Security, Visio, Cisco Technologies, IT Service Management, Project Management
Education
Northeastern University
MIS
Red Hat May 2014 - Present
Ricoh Business Solutions August 2009 - May 2014
Ricoh Business Systems 2007 - 2009
Fidelity Investments June 2005 - June 2006
Standard & Poor's June 2003 - April 2005
Fidelity Investments 2002 - 2002
John Hancock Life Insurance Company (U.S.A.) 1999 - 2002
Investors Bank & Trust 1998 - 1999
Skills
Document Management, Virtualization, Microsoft SQL Server, Active Directory, System Administration, Vendor Management, Business Analysis, Networking, VoIP, Salesforce.com, Business Process, Cloud Computing, Managed Services, Disaster Recovery, Technical Support, Professional Services, Servers, Cross-functional Team..., SaaS, XP, Solution Selling, Enterprise Software, Microsoft Exchange, Testing, Training, Data Center, Hardware, Troubleshooting, Software Installation, Windows Server, Integration, IT Management, VMware, IT Strategy, Enterprise Architecture, VMware ESX, Quality Assurance, IT Operations, Network Administration, DNS, Sales Process, Requirements Analysis, Pre-sales, Operating Systems, Microsoft Certified..., Security, Visio, Cisco Technologies, IT Service Management, Project Management
Education
Northeastern University
MIS
Glenda Richards, CTFA's Investors Bank & Trust Experience August 2000 - February 2002
Job Trust Administrator at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring Wolcott & Coolidge Trust LLC July 2014 - Present
Loring, Wolcott & Coolidge October 2004 - March 2015
Investors Bank & Trust August 2000 - February 2002
Boston Financial Data Services March 1999 - September 2000
Education
Mount Holyoke College 1992 — 1996
Bachelor's degree, History and Religion
Loring Wolcott & Coolidge Trust LLC July 2014 - Present
Loring, Wolcott & Coolidge October 2004 - March 2015
Investors Bank & Trust August 2000 - February 2002
Boston Financial Data Services March 1999 - September 2000
Education
Mount Holyoke College 1992 — 1996
Bachelor's degree, History and Religion
Sarah Tinsley Somers's Investors Bank & Trust Experience 2000 - 2003
Job Assistant Vice President
Industry Investment Management
Experience
Wellington Management July 2003 - Present
Investors Bank & Trust 2000 - 2003
Education
Merrimack College 1996 — 2000
Wellington Management July 2003 - Present
Investors Bank & Trust 2000 - 2003
Education
Merrimack College 1996 — 2000
Bill Redfern's Investors Bank & Trust Experience 1999 - 2001
Job Asst. Vice President Operations at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2001 - Present
Investors Bank & Trust 1999 - 2001
State Street 1991 - 1999
Skills
Securities, Equities, Fixed Income, Financial Services, Mutual Funds, Bloomberg, Asset Management, Global Custody, Corporate Actions
Education
Massachusetts College of Liberal Arts 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Brown Brothers Harriman February 2001 - Present
Investors Bank & Trust 1999 - 2001
State Street 1991 - 1999
Skills
Securities, Equities, Fixed Income, Financial Services, Mutual Funds, Bloomberg, Asset Management, Global Custody, Corporate Actions
Education
Massachusetts College of Liberal Arts 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Emily Ivers's Investors Bank & Trust Experience October 2004 - September 2005
Job
Industry Information Technology and Services
Experience
EMC XtremIO February 2015 - Present
EMC July 2013 - February 2015
EMC August 2012 - July 2013
EMC July 2011 - August 2012
EMC September 2010 - July 2011
EMC August 2009 - September 2010
Fidelity Investments October 2007 - June 2009
Fidelity Investments August 2006 - October 2007
Fidelity Investments September 2005 - July 2006
Investors Bank & Trust October 2004 - September 2005
Skills
Financial Analysis, Budgeting, Forecasting, Financial Reporting, Business Case, Expense Control, Financial Business..., Process Improvement, Account Reconciliation, SAP, Budgets, Accounting, Cross-functional Team...
Education
Northeastern University - Graduate School of Business Administration
MBA
Northeastern University - Graduate School of Business Administration
MS
Northeastern University 2001 — 2004
BS
EMC XtremIO February 2015 - Present
EMC July 2013 - February 2015
EMC August 2012 - July 2013
EMC July 2011 - August 2012
EMC September 2010 - July 2011
EMC August 2009 - September 2010
Fidelity Investments October 2007 - June 2009
Fidelity Investments August 2006 - October 2007
Fidelity Investments September 2005 - July 2006
Investors Bank & Trust October 2004 - September 2005
Skills
Financial Analysis, Budgeting, Forecasting, Financial Reporting, Business Case, Expense Control, Financial Business..., Process Improvement, Account Reconciliation, SAP, Budgets, Accounting, Cross-functional Team...
Education
Northeastern University - Graduate School of Business Administration
MBA
Northeastern University - Graduate School of Business Administration
MS
Northeastern University 2001 — 2004
BS
Alesandra Giuggio's Investors Bank & Trust Experience April 1999 - May 2003
Job Grant Administrator at Massachusetts General Hospital
Industry Financial Services
Experience
Massachusetts General Hospital May 2013 - Present
Massachusetts General Hospital April 2011 - May 2013
Massachusetts General Hospital June 2009 - April 2011
MFS Investment Management May 2003 - August 2004
Investors Bank & Trust April 1999 - May 2003
Self-Employed October 1998 - March 1999
Health Management Resources December 1997 - October 1998
Staples November 1997 - December 1997
Concord-Assabet Family and Adolescent Services June 1997 - October 1997
Staples October 1996 - May 1997
Skills
Financial Analysis, Reconciliation, Financial Reporting, Documentation, Process Improvement, Administration, Excel, Word, Outlook, Spreadsheets, Customer Service, Budgeting, Microsoft Office, Access, Customer Relations
Education
Merrimack College 1992 — 1996
Bachelor of Arts, Sociology, Business Administration
Medford High School
St. Clement's
Massachusetts General Hospital May 2013 - Present
Massachusetts General Hospital April 2011 - May 2013
Massachusetts General Hospital June 2009 - April 2011
MFS Investment Management May 2003 - August 2004
Investors Bank & Trust April 1999 - May 2003
Self-Employed October 1998 - March 1999
Health Management Resources December 1997 - October 1998
Staples November 1997 - December 1997
Concord-Assabet Family and Adolescent Services June 1997 - October 1997
Staples October 1996 - May 1997
Skills
Financial Analysis, Reconciliation, Financial Reporting, Documentation, Process Improvement, Administration, Excel, Word, Outlook, Spreadsheets, Customer Service, Budgeting, Microsoft Office, Access, Customer Relations
Education
Merrimack College 1992 — 1996
Bachelor of Arts, Sociology, Business Administration
Medford High School
St. Clement's
Jay Silva's Investors Bank & Trust Experience January 1998 - October 2000
Job Public Safety
Industry Hospital & Health Care
Experience
Massachusetts General Hospital August 2009 - Present
Winthrop Police Department January 2005 - Present
Pan-Massachusetts Challenge 1995 - Present
Boston Red Sox January 2009 - January 2010
Merrimack College 2005 - 2010
Affiliated Computer Services November 2000 - April 2009
Investors Bank & Trust January 1998 - October 2000
Boston Financial Data Services 1997 - 1999
Skills
Enforcement, Physical Security, Private Investigations, Security Management, Customer Service, Security, Crisis Management, Microsoft Office, Public Speaking, PowerPoint, Team Building, Microsoft Excel, Cpr Certified, Risk Assessment, Risk Management, Emergency Management, Microsoft Word, Budgets, Public Safety, Strategic Planning
Education
Northeastern University 1996 — 1998
Graduate Certificate, Banking and Financial Services
Suffolk University 1989 — 1993
BS, Criminology & Law
Massachusetts General Hospital August 2009 - Present
Winthrop Police Department January 2005 - Present
Pan-Massachusetts Challenge 1995 - Present
Boston Red Sox January 2009 - January 2010
Merrimack College 2005 - 2010
Affiliated Computer Services November 2000 - April 2009
Investors Bank & Trust January 1998 - October 2000
Boston Financial Data Services 1997 - 1999
Skills
Enforcement, Physical Security, Private Investigations, Security Management, Customer Service, Security, Crisis Management, Microsoft Office, Public Speaking, PowerPoint, Team Building, Microsoft Excel, Cpr Certified, Risk Assessment, Risk Management, Emergency Management, Microsoft Word, Budgets, Public Safety, Strategic Planning
Education
Northeastern University 1996 — 1998
Graduate Certificate, Banking and Financial Services
Suffolk University 1989 — 1993
BS, Criminology & Law
Dan Venis's Investors Bank & Trust Experience 2004 - 2009
Job Assistant Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank July 2007 - Present
State Street Bank July 2007 - Present
Investors Bank & Trust 2004 - 2009
Skills
Mutual Funds, AML, Equities, Securities, Team Leadership, ETFs, Fund Accounting, Transfer Agency, Fixed Income
Education
Nichols College 1991 — 1995
Bachelor's degree, Accounting and Business/Management
State Street Bank July 2007 - Present
State Street Bank July 2007 - Present
Investors Bank & Trust 2004 - 2009
Skills
Mutual Funds, AML, Equities, Securities, Team Leadership, ETFs, Fund Accounting, Transfer Agency, Fixed Income
Education
Nichols College 1991 — 1995
Bachelor's degree, Accounting and Business/Management
Nicole Wolske's Investors Bank & Trust Experience 2006 - 2007
Job Administrative Assistant at EMCOR Group, Inc.
Industry Facilities Services
Experience
EMCOR Group, Inc. March 2015 - Present
EMCOR Group, Inc. April 2013 - March 2015
Allied-Barton December 2008 - April 2013
United Security, Inc. (USI) 2008 - 2013
United Security, Inc. (USI) 2008 - 2013
BU student health services July 2008 - September 2008
Investors Bank & Trust 2006 - 2007
Skills
Customer Service, Outlook, Facilities Management, Process Scheduler, Budgets, Contract Management, Operations Management, Contract Negotiation, Payroll, HVAC, Team Building, Invoicing
Education
Mitchell College 2001 — 2006
BA of Arts, Liberal Arts
Somerville High school 1997 — 2001
High school diploma, Special Education and Teaching
EMCOR Group, Inc. March 2015 - Present
EMCOR Group, Inc. April 2013 - March 2015
Allied-Barton December 2008 - April 2013
United Security, Inc. (USI) 2008 - 2013
United Security, Inc. (USI) 2008 - 2013
BU student health services July 2008 - September 2008
Investors Bank & Trust 2006 - 2007
Skills
Customer Service, Outlook, Facilities Management, Process Scheduler, Budgets, Contract Management, Operations Management, Contract Negotiation, Payroll, HVAC, Team Building, Invoicing
Education
Mitchell College 2001 — 2006
BA of Arts, Liberal Arts
Somerville High school 1997 — 2001
High school diploma, Special Education and Teaching
Megan Higgins's Investors Bank & Trust Experience May 2005 - October 2007
Job Vice President/Alternative Investment Accountant at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles September 2009 - Present
John Hancock October 2007 - June 2008
Investors Bank & Trust May 2005 - October 2007
Skills
Hedge Funds, Mutual Funds, Bloomberg, Equities, Financial Analysis, Investments, Asset Managment, Financial Modeling, Fixed Income, Alternative Investments, Valuation, Securities, Portfolio Management, Fund Accounting, Strategic Financial..., Asset Allocation, Fund Administration, Financial Services
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
Master's of Business Administration, Finance
Northeastern University 2000 — 2005
Bachelors of Science in Business Administration, Finance
Loomis Sayles September 2009 - Present
John Hancock October 2007 - June 2008
Investors Bank & Trust May 2005 - October 2007
Skills
Hedge Funds, Mutual Funds, Bloomberg, Equities, Financial Analysis, Investments, Asset Managment, Financial Modeling, Fixed Income, Alternative Investments, Valuation, Securities, Portfolio Management, Fund Accounting, Strategic Financial..., Asset Allocation, Fund Administration, Financial Services
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
Master's of Business Administration, Finance
Northeastern University 2000 — 2005
Bachelors of Science in Business Administration, Finance
Casey Mohan's Investors Bank & Trust Experience September 2005 - August 2006
Job Tax Manager at Deloitte
Industry Financial Services
Experience
Deloitte August 2006 - Present
Investors Bank & Trust September 2005 - August 2006
Investors Bank & Trust January 2002 - November 2005
Education
Northeastern University 2008 — 2011
MST, Tax
Suffolk University - Sawyer Business School 2002 — 2005
MBA
Deloitte August 2006 - Present
Investors Bank & Trust September 2005 - August 2006
Investors Bank & Trust January 2002 - November 2005
Education
Northeastern University 2008 — 2011
MST, Tax
Suffolk University - Sawyer Business School 2002 — 2005
MBA
Michael LaCorte's Investors Bank & Trust Experience August 2006 - April 2008
Job Investment Performance Client Officer
Industry Financial Services
Experience
State Street August 2012 - Present
State Street March 2010 - August 2012
State Street April 2008 - March 2010
Investors Bank & Trust August 2006 - April 2008
Putnam Investments October 2005 - May 2006
Skills
Fund Accounting, Bloomberg, Mutual Funds, Corporate Actions, Alternative Investments, Securities, Equities, Fixed Income, Investments, Hedge Funds, Bloomberg Terminal, Derivatives, Asset Managment, Financial Services, Portfolio Management, Financial Risk, Fund Administration, Banking, Asset Management
Education
Northeastern University 2012 — 2014
MBA, Investments and Securities
University of Massachusetts at Lowell 2002 — 2006
Bachelor's of Science, Business Administration; of Finance and Management
State Street August 2012 - Present
State Street March 2010 - August 2012
State Street April 2008 - March 2010
Investors Bank & Trust August 2006 - April 2008
Putnam Investments October 2005 - May 2006
Skills
Fund Accounting, Bloomberg, Mutual Funds, Corporate Actions, Alternative Investments, Securities, Equities, Fixed Income, Investments, Hedge Funds, Bloomberg Terminal, Derivatives, Asset Managment, Financial Services, Portfolio Management, Financial Risk, Fund Administration, Banking, Asset Management
Education
Northeastern University 2012 — 2014
MBA, Investments and Securities
University of Massachusetts at Lowell 2002 — 2006
Bachelor's of Science, Business Administration; of Finance and Management
Vlad Gotlib's Investors Bank & Trust Experience 2005 - 2007
Job Senior Quantitative Analyst at CoStar Group
Industry Real Estate
Experience
CoStar Group September 2007 - Present
Investors Bank & Trust 2005 - 2007
Skills
Econometric Modeling, Real Estate Economics, Microsoft SQL Server, Stored Procedures, T-SQL, MySQL, JavaScript, jQuery, PHP, VBA, Microsoft Excel, MS Excel Pivot Tables, Access, d3.js, Data Mining, Cluster Analysis, Financial Modeling, Quantitative Analytics
Education
Northeastern University 2012 — 2013
Masters, Computer Science
CoStar Group September 2007 - Present
Investors Bank & Trust 2005 - 2007
Skills
Econometric Modeling, Real Estate Economics, Microsoft SQL Server, Stored Procedures, T-SQL, MySQL, JavaScript, jQuery, PHP, VBA, Microsoft Excel, MS Excel Pivot Tables, Access, d3.js, Data Mining, Cluster Analysis, Financial Modeling, Quantitative Analytics
Education
Northeastern University 2012 — 2013
Masters, Computer Science
Ivy Ma's Investors Bank & Trust Experience 1988 - 1996
Job Project Manager III at Fannie Mae
Industry Financial Services
Experience
Fannie Mae September 2014 - Present
Fannie Mae June 2011 - August 2014
Saxon Mortgage August 2009 - June 2011
Fidelity Personal and Workplace Investing 2005 - 2009
Fidelity Employer Services Company 2001 - 2004
Fidelity Investments 1996 - 2004
Fidelity eBusiness 2000 - 2001
Fidelity eBusiness 1999 - 2000
Fidelity eBusiness 1996 - 1998
Investors Bank & Trust 1988 - 1996
Skills
Program Management, Integration, Business Intelligence, SDLC, Process Improvement, Business Requirements, Software Documentation, Requirements Gathering, Cross-functional Team..., CRM, Analysis, Leadership, Risk Management, Visio, Change Management, Vendor Management, User Acceptance Testing, Operations Management, Project Planning, Financial Services, Six Sigma
Education
Northeastern University 1985 — 1991
BS, Business Administration
Fannie Mae September 2014 - Present
Fannie Mae June 2011 - August 2014
Saxon Mortgage August 2009 - June 2011
Fidelity Personal and Workplace Investing 2005 - 2009
Fidelity Employer Services Company 2001 - 2004
Fidelity Investments 1996 - 2004
Fidelity eBusiness 2000 - 2001
Fidelity eBusiness 1999 - 2000
Fidelity eBusiness 1996 - 1998
Investors Bank & Trust 1988 - 1996
Skills
Program Management, Integration, Business Intelligence, SDLC, Process Improvement, Business Requirements, Software Documentation, Requirements Gathering, Cross-functional Team..., CRM, Analysis, Leadership, Risk Management, Visio, Change Management, Vendor Management, User Acceptance Testing, Operations Management, Project Planning, Financial Services, Six Sigma
Education
Northeastern University 1985 — 1991
BS, Business Administration
Michael Nagle, Jr.'s Investors Bank & Trust Experience January 2002 - September 2002
Job Operations Manager at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2011 - August 2013
Sun Life Financial September 2009 - November 2011
Bank of America February 2008 - February 2009
US Trust April 2005 - February 2007
State Street September 2003 - April 2005
Investors Bank & Trust January 2002 - September 2002
Northern Trust Retirement Consulting LLC October 2000 - December 2001
BNY Mellon May 1997 - September 2000
Skills
Investments, Securities, Mutual Funds, Account Reconciliation, Microsoft Excel, Equities, Accounting, Operations Management, Client Services, Reconciliation, Journal Entries, Disbursements, Client Service, Outlook, SOX, Financial Accounting, Financial Services, Process Improvement, Finance, Management, Risk Management, Microsoft Office, Microsoft Word, Sarbanes-Oxley Act, Analysis, Business Analysis, Financial Analysis
Education
Nichols College 1993 — 1998
BSBA, Accounting and Business/Management
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2011 - August 2013
Sun Life Financial September 2009 - November 2011
Bank of America February 2008 - February 2009
US Trust April 2005 - February 2007
State Street September 2003 - April 2005
Investors Bank & Trust January 2002 - September 2002
Northern Trust Retirement Consulting LLC October 2000 - December 2001
BNY Mellon May 1997 - September 2000
Skills
Investments, Securities, Mutual Funds, Account Reconciliation, Microsoft Excel, Equities, Accounting, Operations Management, Client Services, Reconciliation, Journal Entries, Disbursements, Client Service, Outlook, SOX, Financial Accounting, Financial Services, Process Improvement, Finance, Management, Risk Management, Microsoft Office, Microsoft Word, Sarbanes-Oxley Act, Analysis, Business Analysis, Financial Analysis
Education
Nichols College 1993 — 1998
BSBA, Accounting and Business/Management
Phil Manning's Investors Bank & Trust Experience November 1994 - October 1995
Job Vice President Institutional Product Operations at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments January 2002 - March 2013
Fidelity Investments October 1999 - December 2001
Fidelity Investments February 1997 - September 1999
Fidelity Investments July 1996 - January 1997
Fidelity Investments October 1995 - June 1996
Investors Bank & Trust November 1994 - October 1995
440 Financial 1993 - 1994
Skills
Mutual Funds, Financial Services, Securities, Fixed Income, Alternative Investments, Asset Management, Equities, Investments, Bloomberg, Fund Accounting, Asset Allocation, Investment Management
Education
Merrimack College 1986 — 1991
Finance
Fidelity Investments March 2013 - Present
Fidelity Investments January 2002 - March 2013
Fidelity Investments October 1999 - December 2001
Fidelity Investments February 1997 - September 1999
Fidelity Investments July 1996 - January 1997
Fidelity Investments October 1995 - June 1996
Investors Bank & Trust November 1994 - October 1995
440 Financial 1993 - 1994
Skills
Mutual Funds, Financial Services, Securities, Fixed Income, Alternative Investments, Asset Management, Equities, Investments, Bloomberg, Fund Accounting, Asset Allocation, Investment Management
Education
Merrimack College 1986 — 1991
Finance
Susan Rizzo's Investors Bank & Trust Experience May 2005 - February 2007
Job Financial Services Professional
Industry Financial Services
Experience
Investors Bank & Trust May 2005 - February 2007
Brown Brothers Harriman 1991 - 2005
Skills
Relationship Management, Securities, Equities, Fixed Income, Mutual Funds, Global Custody, Financial Services, Derivatives, Hedge Funds, Risk Management, Financial Modeling, Corporate Actions, Bloomberg, Business Analysis, Settlement, Financial Analysis, Investments, Fund Accounting, Alternative Investments, Client Services, Wealth Management, Asset Management, Trading, Capital Markets, Asset Allocation, Banking, Fund Administration
Education
Hingham High School
Merrimack College
Investors Bank & Trust May 2005 - February 2007
Brown Brothers Harriman 1991 - 2005
Skills
Relationship Management, Securities, Equities, Fixed Income, Mutual Funds, Global Custody, Financial Services, Derivatives, Hedge Funds, Risk Management, Financial Modeling, Corporate Actions, Bloomberg, Business Analysis, Settlement, Financial Analysis, Investments, Fund Accounting, Alternative Investments, Client Services, Wealth Management, Asset Management, Trading, Capital Markets, Asset Allocation, Banking, Fund Administration
Education
Hingham High School
Merrimack College
Jonathan Albertelly's Investors Bank & Trust Experience April 2007 - June 2007
Job Application Developer at Harvard Management Compa
Industry Information Technology and Services
Experience
Harvard Management Company 2009 - Present
Goldman Sachs July 2007 - December 2008
Goldman Sachs January 2008 - June 2008
Investors Bank & Trust April 2007 - June 2007
Investors Bank & Trust July 2006 - December 2006
Skills
SQL, HTML, Microsoft SQL Server, Perl, Software Development, Hedge Funds, Java
Education
Northeastern University 2004 — 2009
B.S., Information Science, Business Administration
Harvard Management Company 2009 - Present
Goldman Sachs July 2007 - December 2008
Goldman Sachs January 2008 - June 2008
Investors Bank & Trust April 2007 - June 2007
Investors Bank & Trust July 2006 - December 2006
Skills
SQL, HTML, Microsoft SQL Server, Perl, Software Development, Hedge Funds, Java
Education
Northeastern University 2004 — 2009
B.S., Information Science, Business Administration
Alexander Jou's Investors Bank & Trust Experience 2006 - 2007
Job Senior Software Engineer at PowerAdvocate
Industry Computer Software
Experience
PowerAdvocate January 2014 - Present
PowerAdvocate January 2012 - December 2013
PowerAdvocate August 2010 - February 2012
PowerAdvocate April 2009 - July 2010
Citi 2007 - 2009
Investors Bank & Trust 2006 - 2007
Thomson Financial 2006 - 2006
Skills
Java, Agile, Scrum, J2EE, SQL, ExtJS, jQuery, JSP, JavaScript, Spring, Perl, Agile Methodologies, Java Enterprise Edition, Hibernate, Frisbee, CSS, Tomcat, COBOL, HTML 5
Education
Northeastern University 2006 — 2010
Bachelor, Dual major in Computer and Information Science
PowerAdvocate January 2014 - Present
PowerAdvocate January 2012 - December 2013
PowerAdvocate August 2010 - February 2012
PowerAdvocate April 2009 - July 2010
Citi 2007 - 2009
Investors Bank & Trust 2006 - 2007
Thomson Financial 2006 - 2006
Skills
Java, Agile, Scrum, J2EE, SQL, ExtJS, jQuery, JSP, JavaScript, Spring, Perl, Agile Methodologies, Java Enterprise Edition, Hibernate, Frisbee, CSS, Tomcat, COBOL, HTML 5
Education
Northeastern University 2006 — 2010
Bachelor, Dual major in Computer and Information Science
Mary Van Mameren's Investors Bank & Trust Experience January 1999 - November 2007
Job Portfolio Accounting at Longfellow Investment Management Co.
Industry Financial Services
Experience
Longfellow Investment Management Co. September 2011 - Present
JP Morgan September 2010 - September 2011
State Street November 2007 - February 2009
Investors Bank & Trust January 1999 - November 2007
Education
Northeastern University 2005 — 2008
MSF/MBA
Wellesley College 1993 — 1997
BA, Economics & French
Longfellow Investment Management Co. September 2011 - Present
JP Morgan September 2010 - September 2011
State Street November 2007 - February 2009
Investors Bank & Trust January 1999 - November 2007
Education
Northeastern University 2005 — 2008
MSF/MBA
Wellesley College 1993 — 1997
BA, Economics & French
Keith Waterhouse's Investors Bank & Trust Experience May 1994 - December 1995
Job VP Finance at Skyhook Wireless
Industry Wireless
Experience
Skyhook Wireless March 2014 - Present
BzzAgent October 2006 - March 2014
C&S Wholesale Grocers May 2006 - October 2006
Integrated Development Enterprise, Inc. August 2002 - May 2006
Brix Networks August 2000 - August 2002
Endogen, Inc. July 1996 - August 2000
Investors Bank & Trust May 1994 - December 1995
Skills
Accounting, Finance, QuickBooks, Forecasting, Strategic Planning, Financial Reporting
Education
Suffolk University 1995 — 1997
Master, Accounting
Merrimack College 1989 — 1995
Bachelors, Accounting
Skyhook Wireless March 2014 - Present
BzzAgent October 2006 - March 2014
C&S Wholesale Grocers May 2006 - October 2006
Integrated Development Enterprise, Inc. August 2002 - May 2006
Brix Networks August 2000 - August 2002
Endogen, Inc. July 1996 - August 2000
Investors Bank & Trust May 1994 - December 1995
Skills
Accounting, Finance, QuickBooks, Forecasting, Strategic Planning, Financial Reporting
Education
Suffolk University 1995 — 1997
Master, Accounting
Merrimack College 1989 — 1995
Bachelors, Accounting
Thurese Vialovos's Investors Bank & Trust Experience March 2002 - May 2004
Job Budget Analyst at California Department of Finance
Industry Government Administration
Experience
California Department of Finance May 2004 - Present
Investors Bank & Trust March 2002 - May 2004
Education
Middlebury Institute of International Studies at Monterey 2000 — 2001
MBA, Finance
Scripps College 1994 — 1997
Bachelor's, International Relations
California Department of Finance May 2004 - Present
Investors Bank & Trust March 2002 - May 2004
Education
Middlebury Institute of International Studies at Monterey 2000 — 2001
MBA, Finance
Scripps College 1994 — 1997
Bachelor's, International Relations
Thomas T.J. Susco's Investors Bank & Trust Experience June 2004 - September 2006
Job Project Engineer at Manafort Brothers Inc
Industry Construction
Experience
Manafort Brothers Inc December 2006 - Present
Investors Bank & Trust June 2004 - September 2006
Skills
Microsoft Office, Accounting, Microsoft Excel, Process Scheduler, Contract Management, Construction Management, Change Orders, Construction, CPM Scheduling, Primavera P6, Supervisory Skills, Pre-construction, Subcontracting, Project Estimation, Value Engineering
Education
Marist College 1999 — 2003
Business Administration/Marketing
Plainville High School
Manafort Brothers Inc December 2006 - Present
Investors Bank & Trust June 2004 - September 2006
Skills
Microsoft Office, Accounting, Microsoft Excel, Process Scheduler, Contract Management, Construction Management, Change Orders, Construction, CPM Scheduling, Primavera P6, Supervisory Skills, Pre-construction, Subcontracting, Project Estimation, Value Engineering
Education
Marist College 1999 — 2003
Business Administration/Marketing
Plainville High School
Pat Pisano (aka Pasquale Pisano)'s Investors Bank & Trust Experience September 2004 - November 2005
Job Manager at State Street
Industry Financial Services
Experience
State Street March 2012 - Present
State Street November 2005 - February 2012
Investors Bank & Trust September 2004 - November 2005
Skills
Fund Accounting, Bloomberg, Mutual Funds, Hedge Funds, Equities
Education
Mount Ida College 1997 — 2001
B.S., Business Administration
State Street March 2012 - Present
State Street November 2005 - February 2012
Investors Bank & Trust September 2004 - November 2005
Skills
Fund Accounting, Bloomberg, Mutual Funds, Hedge Funds, Equities
Education
Mount Ida College 1997 — 2001
B.S., Business Administration
Melanie Charos's Investors Bank & Trust Experience August 2006 - July 2007
Job Credit Services Associate 2 at State Street Bank
Industry Banking
Experience
State Street July 2007 - Present
Investors Bank & Trust August 2006 - July 2007
Education
Suffolk University - Sawyer Business School 2008 — 2010
MBA, Accounting
Merrimack College 2001 — 2005
Bachelor of Science, Economics, International Business
State Street July 2007 - Present
Investors Bank & Trust August 2006 - July 2007
Education
Suffolk University - Sawyer Business School 2008 — 2010
MBA, Accounting
Merrimack College 2001 — 2005
Bachelor of Science, Economics, International Business
Bill Bakos's Investors Bank & Trust Experience 2006 - 2007
Job Business Operations Bakos Investment Management
Industry Investment Management
Experience
Bakos Investment Management 2013 - Present
Stephens Inc. 2012 - 2012
JPMorgan Chase 2007 - 2012
Investors Bank & Trust 2006 - 2007
Skills
Equities, ETFs, Mutual Funds, Bloomberg, Trading, Investments, Financial Planning, Investment Management, Financial Markets, Morningstar, FACTSET, Street Account, IDC
Education
Marietta College 2002 — 2006
BA, Management, Finance
Framingham High School 1998 — 2002
Bakos Investment Management 2013 - Present
Stephens Inc. 2012 - 2012
JPMorgan Chase 2007 - 2012
Investors Bank & Trust 2006 - 2007
Skills
Equities, ETFs, Mutual Funds, Bloomberg, Trading, Investments, Financial Planning, Investment Management, Financial Markets, Morningstar, FACTSET, Street Account, IDC
Education
Marietta College 2002 — 2006
BA, Management, Finance
Framingham High School 1998 — 2002
Philip Mui's Investors Bank & Trust Experience August 2004 - April 2008
Job Senior Financial Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2013 - Present
Sun Life Financial May 2008 - November 2013
Investors Bank & Trust August 2004 - April 2008
Education
Northeastern University 1999 — 2004
Bachelor, Accounting
Sun Life Financial November 2013 - Present
Sun Life Financial May 2008 - November 2013
Investors Bank & Trust August 2004 - April 2008
Education
Northeastern University 1999 — 2004
Bachelor, Accounting
David Van Duyn's Investors Bank & Trust Experience April 1999 - August 2004
Job President Patriot Mullare Associates, Inc.
Industry Financial Services
Experience
Patriot Mullare Associates, Inc. May 2006 - Present
Patriot Mullare Associates May 2006 - September 2012
Fidelity Investments August 2004 - May 2006
Investors Bank & Trust April 1999 - August 2004
Skills
AML, Securities, Compliance, Investment Advisory, FINRA, SEC reporting, Compliance Management, Alternative Investments, Asset Management, Financial Services, Hedge Funds, Investments, Mutual Funds, Capital Markets, Due Diligence, SEC filings
Education
New England Law Boston 1994 — 1997
J.D.
University of Southern California 1991 — 1993
BA, Economics
Patriot Mullare Associates, Inc. May 2006 - Present
Patriot Mullare Associates May 2006 - September 2012
Fidelity Investments August 2004 - May 2006
Investors Bank & Trust April 1999 - August 2004
Skills
AML, Securities, Compliance, Investment Advisory, FINRA, SEC reporting, Compliance Management, Alternative Investments, Asset Management, Financial Services, Hedge Funds, Investments, Mutual Funds, Capital Markets, Due Diligence, SEC filings
Education
New England Law Boston 1994 — 1997
J.D.
University of Southern California 1991 — 1993
BA, Economics
Jennifer Maynard's Investors Bank & Trust Experience June 2005 - July 2007
Job Branch Manager at Clinton Savings Bank
Industry Banking
Experience
Clinton Savings Bank June 2010 - Present
Sovereign Bank July 2007 - June 2010
Investors Bank & Trust June 2005 - July 2007
Skills
Banking, Commercial Lending, Loans, Mutual Funds, Team Building, Financial Analysis, Credit, Commercial Banking, Customer Service, Mortgage Lending, Small Business Lending, Credit Analysis, Financial Risk, Process Improvement, Team Leadership, Risk Management, Retail Banking, Consumer Lending, Strategic Planning, New Business Development
Education
Massachusetts College of Liberal Arts 1999 — 2003
Bachelors in Science, Business Administration
Duanesburg Central High School 1995 — 1999
Clinton Savings Bank June 2010 - Present
Sovereign Bank July 2007 - June 2010
Investors Bank & Trust June 2005 - July 2007
Skills
Banking, Commercial Lending, Loans, Mutual Funds, Team Building, Financial Analysis, Credit, Commercial Banking, Customer Service, Mortgage Lending, Small Business Lending, Credit Analysis, Financial Risk, Process Improvement, Team Leadership, Risk Management, Retail Banking, Consumer Lending, Strategic Planning, New Business Development
Education
Massachusetts College of Liberal Arts 1999 — 2003
Bachelors in Science, Business Administration
Duanesburg Central High School 1995 — 1999
Melanie Nelson M.B.A.'s Investors Bank & Trust Experience August 2006 - July 2007
Job Business Systems Analyst II
Industry Insurance
Experience
Liberty Mutual January 2011 - Present
State Street July 2007 - January 2011
Investors Bank & Trust August 2006 - July 2007
Skills
Microsoft Office, User Acceptance Testing, Quality Center, Test Planning, Regression Testing, Software Quality..., QTP, Quality Assurance, Business Requirements, Waterfall, System Testing, Business Analysis, Requirements Gathering, Test Cases, Insurance, Test Management
Education
Suffolk University 2008 — 2010
Master of Business Administration (MBA), Accounting
Merrimack College 2001 — 2005
Bachelor of Science (B.S.), International Business
Liberty Mutual January 2011 - Present
State Street July 2007 - January 2011
Investors Bank & Trust August 2006 - July 2007
Skills
Microsoft Office, User Acceptance Testing, Quality Center, Test Planning, Regression Testing, Software Quality..., QTP, Quality Assurance, Business Requirements, Waterfall, System Testing, Business Analysis, Requirements Gathering, Test Cases, Insurance, Test Management
Education
Suffolk University 2008 — 2010
Master of Business Administration (MBA), Accounting
Merrimack College 2001 — 2005
Bachelor of Science (B.S.), International Business
Susan Amaru's Investors Bank & Trust Experience June 1996 - July 2007
Job Experienced IT Production Support
Industry Information Technology and Services
Experience
State Street Corporation July 2007 - December 2010
Investors Bank & Trust June 1996 - July 2007
Fleet Services Corporation June 1991 - June 1996
Skills
Microsoft Excel, Microsoft Word, Windows XP, Outlook, Highly detail oriented, Strongly self-motivated, Troubleshooting
Education
Massachusetts Bay Community College 1976 — 1978
Associates degree, Computer Science
State Street Corporation July 2007 - December 2010
Investors Bank & Trust June 1996 - July 2007
Fleet Services Corporation June 1991 - June 1996
Skills
Microsoft Excel, Microsoft Word, Windows XP, Outlook, Highly detail oriented, Strongly self-motivated, Troubleshooting
Education
Massachusetts Bay Community College 1976 — 1978
Associates degree, Computer Science
Jimmy (Shkelqim) Idrizi's Investors Bank & Trust Experience June 2006 - January 2008
Job Accounting and Reporting Analyst at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon May 2012 - Present
International Fund Services (Ireland) Ltd, A State Street Company December 2009 - April 2012
International Fund Services (Ireland) Ltd, A State Street Company February 2008 - August 2009
Investors Bank & Trust June 2006 - January 2008
Skills
Financial Services, Fund Accounting, Mutual Funds, Accounting, Alternative Investments, Financial Reporting, Bloomberg, Financial Analysis
Education
Northeastern University
MBA - Finance Degree Candidate at Northeastern University - D'Amore-McKim
Salem State College 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Tirana University
BNY Mellon May 2012 - Present
International Fund Services (Ireland) Ltd, A State Street Company December 2009 - April 2012
International Fund Services (Ireland) Ltd, A State Street Company February 2008 - August 2009
Investors Bank & Trust June 2006 - January 2008
Skills
Financial Services, Fund Accounting, Mutual Funds, Accounting, Alternative Investments, Financial Reporting, Bloomberg, Financial Analysis
Education
Northeastern University
MBA - Finance Degree Candidate at Northeastern University - D'Amore-McKim
Salem State College 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Tirana University
David D'Agostino's Investors Bank & Trust Experience June 1999 - June 2007
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street June 2007 - Present
Investors Bank & Trust June 1999 - June 2007
Sun Life of Canada September 1997 - June 1999
Massachusetts Casualty Insurance Company October 1990 - September 1997
Waters Corporation October 1987 - September 1990
Boston Five Cents Saving Bank June 1975 - October 1987
Skills
SQL, Business Continuity, SDLC, Project Management, Business Analysis, Financial Services, Disaster Recovery, Enterprise Architecture, Risk Management, PMP, IT Strategy, Visio, Project Portfolio..., System Administration, Databases, Program Management, Requirements Gathering, IT Management, ITIL, Data Center, Software Project..., SharePoint, Business Process, Requirements Analysis, Software Development, Process Improvement, Vendor Management, Analysis, PMO, Business Requirements, Data Warehousing, IT Service Management, Oracle, CRM, Business Intelligence, Information Technology, Systems Analysis, Integration, Microsoft SQL Server, Outsourcing, Unix, IT Operations, Security, User Acceptance Testing, Solution Architecture, Cloud Computing, Agile Methodologies
Education
Northeastern University 1973 — 1980
Computer Science
Newton North
State Street June 2007 - Present
Investors Bank & Trust June 1999 - June 2007
Sun Life of Canada September 1997 - June 1999
Massachusetts Casualty Insurance Company October 1990 - September 1997
Waters Corporation October 1987 - September 1990
Boston Five Cents Saving Bank June 1975 - October 1987
Skills
SQL, Business Continuity, SDLC, Project Management, Business Analysis, Financial Services, Disaster Recovery, Enterprise Architecture, Risk Management, PMP, IT Strategy, Visio, Project Portfolio..., System Administration, Databases, Program Management, Requirements Gathering, IT Management, ITIL, Data Center, Software Project..., SharePoint, Business Process, Requirements Analysis, Software Development, Process Improvement, Vendor Management, Analysis, PMO, Business Requirements, Data Warehousing, IT Service Management, Oracle, CRM, Business Intelligence, Information Technology, Systems Analysis, Integration, Microsoft SQL Server, Outsourcing, Unix, IT Operations, Security, User Acceptance Testing, Solution Architecture, Cloud Computing, Agile Methodologies
Education
Northeastern University 1973 — 1980
Computer Science
Newton North
Jennifer Catanzaro's Investors Bank & Trust Experience August 1999 - December 2002
Job Manager of Analytics and MI Incentives at HSBC
Industry Financial Services
Experience
HSBC August 2008 - Present
Citi January 2006 - July 2008
Wellington Management January 2003 - January 2006
Investors Bank & Trust August 1999 - December 2002
Skills
Financial Analysis, Portfolio Management, Banking, Investments, Finance, Financial Modeling, Data Analysis, Risk Management, Forecasting, Analysis, Fixed Income, Equities, Credit Risk, Business Analysis, Process Improvement, Financial Risk, Bloomberg, Analytics, Valuation, Strategic Financial...
Education
Northeastern University 2000 — 2002
Masters, Finance
SUNY Geneseo 1995 — 1999
Bachelors, Accounting
HSBC August 2008 - Present
Citi January 2006 - July 2008
Wellington Management January 2003 - January 2006
Investors Bank & Trust August 1999 - December 2002
Skills
Financial Analysis, Portfolio Management, Banking, Investments, Finance, Financial Modeling, Data Analysis, Risk Management, Forecasting, Analysis, Fixed Income, Equities, Credit Risk, Business Analysis, Process Improvement, Financial Risk, Bloomberg, Analytics, Valuation, Strategic Financial...
Education
Northeastern University 2000 — 2002
Masters, Finance
SUNY Geneseo 1995 — 1999
Bachelors, Accounting
Nichole Wirtz's Investors Bank & Trust Experience 2005 - 2007
Job Assistant Vice President
Industry Financial Services
Experience
Weymouth Bank August 2014 - Present
American Chair & Seating Corp. June 2011 - July 2015
Revzon Consulting Group, LLC April 2013 - August 2014
State Street 2007 - 2009
Investors Bank & Trust 2005 - 2007
Investors Bank & Trust 2002 - 2005
Skills
Financial Services, Mutual Funds, Risk Management, Fixed Income, Investments, Settlement, DTC, Operations Management, Trust Services, Business Analysis, Equities, Corporate Actions, Securities, Finance, Project Management
Education
Northeastern University 1995 — 2000
Bachelor's Degree, Bachelor of Science in Business Administration
Weymouth Bank August 2014 - Present
American Chair & Seating Corp. June 2011 - July 2015
Revzon Consulting Group, LLC April 2013 - August 2014
State Street 2007 - 2009
Investors Bank & Trust 2005 - 2007
Investors Bank & Trust 2002 - 2005
Skills
Financial Services, Mutual Funds, Risk Management, Fixed Income, Investments, Settlement, DTC, Operations Management, Trust Services, Business Analysis, Equities, Corporate Actions, Securities, Finance, Project Management
Education
Northeastern University 1995 — 2000
Bachelor's Degree, Bachelor of Science in Business Administration
Antoinette Silvestro's Investors Bank & Trust Experience July 1977 - October 1994
Job Sr Claims Assistant at Lexington Insurance Company
Industry Insurance
Experience
Lexington Insurance Company September 2004 - Present
State Street August 1995 - March 2003
Investors Bank & Trust July 1977 - October 1994
Skills
Claim, Property & Casualty..., Insurance, Commercial Insurance, Management, Liability, Claims Management, General Insurance, Underwriting, Casualty, Workers Compensation, Commercial Lines, Subrogation, Property Damage
Education
Northeastern University 1981 — 1983
Lexington Insurance Company September 2004 - Present
State Street August 1995 - March 2003
Investors Bank & Trust July 1977 - October 1994
Skills
Claim, Property & Casualty..., Insurance, Commercial Insurance, Management, Liability, Claims Management, General Insurance, Underwriting, Casualty, Workers Compensation, Commercial Lines, Subrogation, Property Damage
Education
Northeastern University 1981 — 1983
Michael D. Refkofsky, CPA's Investors Bank & Trust Experience October 2005 - August 2008
Job Assistant Director of Fund Tax at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2008 - Present
Investors Bank & Trust October 2005 - August 2008
KPMG US September 2002 - October 2005
Skills
Tax, Mutual Funds, Alternative Investments, Global Investment, CPA
Education
Northeastern University 2003 — 2006
Master of Science (M.S.), Taxation
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
MFS Investment Management September 2008 - Present
Investors Bank & Trust October 2005 - August 2008
KPMG US September 2002 - October 2005
Skills
Tax, Mutual Funds, Alternative Investments, Global Investment, CPA
Education
Northeastern University 2003 — 2006
Master of Science (M.S.), Taxation
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Todd Yazbek's Investors Bank & Trust Experience 2004 - 2007
Job Service Delivery Manager at Integration Partners
Industry Information Technology and Services
Experience
Integration Partners February 2015 - Present
JPMorgan Chase February 2013 - February 2015
JPMorgan Chase May 2010 - February 2013
JPMorgan Chase May 2007 - April 2010
Investors Bank & Trust 2004 - 2007
Investors Bank & Trust 2000 - 2004
Skills
Financial Services, Fixed Income, Mutual Funds, Equities, Bloomberg, Securities, Derivatives, Risk Management, Investments, Hedge Funds, Investment Banking, Trading Systems, Vendor Management, Portfolio Management, Corporate Actions, Financial Analysis
Education
Merrimack College 1995 — 1999
Bachelor of Science, Finance
Abington High School 1991 — 1995
Integration Partners February 2015 - Present
JPMorgan Chase February 2013 - February 2015
JPMorgan Chase May 2010 - February 2013
JPMorgan Chase May 2007 - April 2010
Investors Bank & Trust 2004 - 2007
Investors Bank & Trust 2000 - 2004
Skills
Financial Services, Fixed Income, Mutual Funds, Equities, Bloomberg, Securities, Derivatives, Risk Management, Investments, Hedge Funds, Investment Banking, Trading Systems, Vendor Management, Portfolio Management, Corporate Actions, Financial Analysis
Education
Merrimack College 1995 — 1999
Bachelor of Science, Finance
Abington High School 1991 — 1995
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY