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.
Investors Bank & Trust Salaries. You can even request information on how much does Investors Bank & Trust pay if you want to. Learn about salaries, pros and cons of working for Investors Bank & Trust directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,403 Investors Bank & Trust employees in database. Find out everything there's to know about Investors Bank & Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Investors Bank & Trust Employees
Employee
Years
Job
Industry
Lauren O'Keefe Lauren O'Keefe's Investors Bank & Trust Experience July 2002 - October 2003
Job AVP/Human Resources Manager at Blue Hills Bank
Industry Human Resources
Experience
Blue Hills Bank April 2014 - Present
Michael Page International February 2009 - January 2014
Michael Page 2009 - 2013
Ellington Management Group January 2007 - December 2008
Pa-Ted Spring LLC May 2006 - October 2006
JTL Services February 2005 - May 2006
Robert Half October 2003 - January 2005
Investors Bank & Trust July 2002 - October 2003
Education
Providence College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Blue Hills Bank April 2014 - Present
Michael Page International February 2009 - January 2014
Michael Page 2009 - 2013
Ellington Management Group January 2007 - December 2008
Pa-Ted Spring LLC May 2006 - October 2006
JTL Services February 2005 - May 2006
Robert Half October 2003 - January 2005
Investors Bank & Trust July 2002 - October 2003
Education
Providence College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Sam McKenney Sam McKenney's Investors Bank & Trust Experience August 2006 - July 2007
Job Pricing Analyst at Beachbody
Industry Health, Wellness and Fitness
Experience
Trust company of the west August 2013 - Present
Beachbody August 2010 - June 2013
JPMorgan Chase July 2009 - July 2010
Brown Brothers Harriman May 2007 - May 2009
Investors Bank & Trust August 2006 - July 2007
Skills
Customer Service, Microsoft Excel, Sales, Forecasting, Marketing, Microsoft Office, Competitive Analysis, Pricing, Account Management, Microsoft Word, PowerPoint, Team Building, Bloomberg, Financial Analysis, Strategic Planning
Education
Thomas College 2003 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Southern New Hampshire University 2002 — 2003
Trust company of the west August 2013 - Present
Beachbody August 2010 - June 2013
JPMorgan Chase July 2009 - July 2010
Brown Brothers Harriman May 2007 - May 2009
Investors Bank & Trust August 2006 - July 2007
Skills
Customer Service, Microsoft Excel, Sales, Forecasting, Marketing, Microsoft Office, Competitive Analysis, Pricing, Account Management, Microsoft Word, PowerPoint, Team Building, Bloomberg, Financial Analysis, Strategic Planning
Education
Thomas College 2003 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Southern New Hampshire University 2002 — 2003
Irene Speridakos Irene Speridakos's Investors Bank & Trust Experience 2006 - 2007
Job Senior Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust 2006 - 2007
Mellon Bank 1993 - 2006
The Boston Company May 1984 - June 1993
Education
Simmons College 1980 — 1984
Bachelor of Arts, Finance and Business Management
State Street July 2007 - Present
Investors Bank & Trust 2006 - 2007
Mellon Bank 1993 - 2006
The Boston Company May 1984 - June 1993
Education
Simmons College 1980 — 1984
Bachelor of Arts, Finance and Business Management
Brian Plain, CFP®'s Investors Bank & Trust Experience September 2002 - March 2003
Job Lifestyle Financial Planner For Gen X Families
Industry Financial Services
Experience
Brian Plain, CFP® May 2009 - Present
Wolf Financial Management LLC April 2006 - March 2009
ING Financial Advisers LLC March 2005 - April 2006
MFS Investment Management March 2004 - March 2005
Interactive Data March 2003 - March 2004
Investors Bank & Trust September 2002 - March 2003
Skills
Financial Planning, Retirement Income..., Big Picture Thinking, Term Life Insurance, Long Term Care, Social Security Planning, College Funding, College Financial Aid, Retirement Planning, Saving for Education, Wealth Accumulation, Wealth Management, Investment Advisory, Wealth Preservation..., Insurance Planning, Strategic Financial..., Financial Planners, Retirement, Wealth, Financial Advisory, Portfolio Management, Investments, Securities
Education
Northwestern University 2006 — 2007
Certificate, Certified Financial Planner Certification Education Program
Stonehill College 1998 — 2002
Business Administration, Finance
Brian Plain, CFP® May 2009 - Present
Wolf Financial Management LLC April 2006 - March 2009
ING Financial Advisers LLC March 2005 - April 2006
MFS Investment Management March 2004 - March 2005
Interactive Data March 2003 - March 2004
Investors Bank & Trust September 2002 - March 2003
Skills
Financial Planning, Retirement Income..., Big Picture Thinking, Term Life Insurance, Long Term Care, Social Security Planning, College Funding, College Financial Aid, Retirement Planning, Saving for Education, Wealth Accumulation, Wealth Management, Investment Advisory, Wealth Preservation..., Insurance Planning, Strategic Financial..., Financial Planners, Retirement, Wealth, Financial Advisory, Portfolio Management, Investments, Securities
Education
Northwestern University 2006 — 2007
Certificate, Certified Financial Planner Certification Education Program
Stonehill College 1998 — 2002
Business Administration, Finance
Aubrey Cloutier Aubrey Cloutier's Investors Bank & Trust Experience August 2000 - December 2002
Job Maître des Technologies
Industry Information Technology and Services
Experience
Node573 Design & Development August 2011 - Present
McHugh & Associates, Inc. August 2003 - Present
Investors Bank & Trust August 2000 - December 2002
Investors Bank & Trust June 1998 - August 2000
Pine Manor College June 1997 - June 1998
Skidmore College September 1996 - June 1997
Skidmore College September 1995 - June 1996
Skills
Troubleshooting, Hardware, Technical Support, Help Desk Support, SQL, Microsoft SQL Server, JavaScript, Databases, Linux, IT Strategy, Web Services, Cloud Computing, MySQL, HTML, PHP, CSS, jQuery, Web Development
Education
Skidmore College 1993 — 1997
Bachelor of Arts (B.A.), Computer Science
Hull High School 1990 — 1993
Node573 Design & Development August 2011 - Present
McHugh & Associates, Inc. August 2003 - Present
Investors Bank & Trust August 2000 - December 2002
Investors Bank & Trust June 1998 - August 2000
Pine Manor College June 1997 - June 1998
Skidmore College September 1996 - June 1997
Skidmore College September 1995 - June 1996
Skills
Troubleshooting, Hardware, Technical Support, Help Desk Support, SQL, Microsoft SQL Server, JavaScript, Databases, Linux, IT Strategy, Web Services, Cloud Computing, MySQL, HTML, PHP, CSS, jQuery, Web Development
Education
Skidmore College 1993 — 1997
Bachelor of Arts (B.A.), Computer Science
Hull High School 1990 — 1993
Lani Bennett, PhD's Investors Bank & Trust Experience August 2001 - June 2002
Job Senior Level Subcontracts and Supply Chain Professional
Industry Defense & Space
Experience
Raytheon January 2015 - Present
LGD Design Innovations and Construction, LLC March 2007 - March 2015
UTC Aerospace Systems August 2014 - January 2015
United Technologies August 2011 - August 2014
Bennett Bullmastiffs February 2013 - July 2014
Raytheon October 2008 - August 2011
Textron Systems August 2006 - October 2008
Ametek Aerospace January 2005 - August 2006
Axcelis Technologies June 2002 - January 2005
Investors Bank & Trust August 2001 - June 2002
Skills
Aerospace, Earned Value Management, ITAR, Government Contracting, FAR, Six Sigma, Materials Management, Strategic Sourcing, Government Procurement, MRP, Defense, Supply Management, Value Stream Mapping, DoD, Green Belt, Supply Chain Management, Engineering Management, Security Clearance, AS9100, Cross-functional Team..., Program Management, Configuration Management, Operations Management, Supplier Quality, Supply Chain, Logistics, Materials, Logistics Management, Subcontracts Management, Lean Manufacturing, Procurement, Continuous Improvement, Root Cause Analysis, Purchasing, Compliance, Mentoring, Supplier Negotiation, Strategic Negotiations, Leadership, Team Leadership, Manufacturing, Quality Assurance, Analysis, Process Improvement, Project Planning, Management
Education
United Technologies ACE Certification Program 2013 — 2014
Associate, Achieving Competitive Excellence (ACE) Associate
Walden University 2007 — 2011
PhD, Applied Management & Decision Sciences, GPA 4.0
APICS 2005 — 2008
Certified in Production and Inventory Management (CPIM)
Institute of Supply Chain Management 2005 — 2008
Certified Purchasing Manager (CPM)
Salem State College 2001 — 2003
M.B.A., Operations Management, GPA 3.84
Salem State University 1998 — 2001
B.S.B.A., Finance
Raytheon January 2015 - Present
LGD Design Innovations and Construction, LLC March 2007 - March 2015
UTC Aerospace Systems August 2014 - January 2015
United Technologies August 2011 - August 2014
Bennett Bullmastiffs February 2013 - July 2014
Raytheon October 2008 - August 2011
Textron Systems August 2006 - October 2008
Ametek Aerospace January 2005 - August 2006
Axcelis Technologies June 2002 - January 2005
Investors Bank & Trust August 2001 - June 2002
Skills
Aerospace, Earned Value Management, ITAR, Government Contracting, FAR, Six Sigma, Materials Management, Strategic Sourcing, Government Procurement, MRP, Defense, Supply Management, Value Stream Mapping, DoD, Green Belt, Supply Chain Management, Engineering Management, Security Clearance, AS9100, Cross-functional Team..., Program Management, Configuration Management, Operations Management, Supplier Quality, Supply Chain, Logistics, Materials, Logistics Management, Subcontracts Management, Lean Manufacturing, Procurement, Continuous Improvement, Root Cause Analysis, Purchasing, Compliance, Mentoring, Supplier Negotiation, Strategic Negotiations, Leadership, Team Leadership, Manufacturing, Quality Assurance, Analysis, Process Improvement, Project Planning, Management
Education
United Technologies ACE Certification Program 2013 — 2014
Associate, Achieving Competitive Excellence (ACE) Associate
Walden University 2007 — 2011
PhD, Applied Management & Decision Sciences, GPA 4.0
APICS 2005 — 2008
Certified in Production and Inventory Management (CPIM)
Institute of Supply Chain Management 2005 — 2008
Certified Purchasing Manager (CPM)
Salem State College 2001 — 2003
M.B.A., Operations Management, GPA 3.84
Salem State University 1998 — 2001
B.S.B.A., Finance
Louann Lynd Louann Lynd's Investors Bank & Trust Experience December 2005 - February 2007
Job Product Lead at OPDEC
Industry Information Technology and Services
Experience
OPDEC July 2012 - Present
Aerojet Rocketdyne February 2007 - July 2012
Investors Bank & Trust December 2005 - February 2007
Skills
Earned Value Management, Data Analysis, Customer Service, Microsoft Office, Program Management, MS Project, Consulting, Managing Project Budgets, Budgets, Proposal Writing, Forecasting, Process Improvement, Scheduling Tools, Variance Analysis, Microsoft Project, Analysis, DoD
Education
Sonoma State University 2000 — 2005
Bachelor of Arts (BA), Economics
OPDEC July 2012 - Present
Aerojet Rocketdyne February 2007 - July 2012
Investors Bank & Trust December 2005 - February 2007
Skills
Earned Value Management, Data Analysis, Customer Service, Microsoft Office, Program Management, MS Project, Consulting, Managing Project Budgets, Budgets, Proposal Writing, Forecasting, Process Improvement, Scheduling Tools, Variance Analysis, Microsoft Project, Analysis, DoD
Education
Sonoma State University 2000 — 2005
Bachelor of Arts (BA), Economics
Patrick S. Harrison Patrick S. Harrison's Investors Bank & Trust Experience April 1997 - April 2001
Job Manager, Quality Services
Industry Hospital & Health Care
Experience
Commonwealth Care Alliance August 2014 - Present
Commonwealth Care Alliance April 2013 - August 2014
Brown Brothers Harriman November 2011 - March 2013
State Street Corporation December 2001 - December 2010
Investors Bank & Trust April 1997 - April 2001
The Faxon Company 1994 - 1998
Skills
Business Objects, Securities, Financial Services, Microsoft Office, Crystal Reports, Business Analysis, Equities, Management, Process Improvement, SDLC, Securities Lending, Vendor Management, Business Process, Testing, Analysis, Requirements Gathering, Finance, Risk Management, Requirements Analysis, Fixed Income
Education
State University of New York College at Plattsburgh 1988 — 1992
BA
Commonwealth Care Alliance August 2014 - Present
Commonwealth Care Alliance April 2013 - August 2014
Brown Brothers Harriman November 2011 - March 2013
State Street Corporation December 2001 - December 2010
Investors Bank & Trust April 1997 - April 2001
The Faxon Company 1994 - 1998
Skills
Business Objects, Securities, Financial Services, Microsoft Office, Crystal Reports, Business Analysis, Equities, Management, Process Improvement, SDLC, Securities Lending, Vendor Management, Business Process, Testing, Analysis, Requirements Gathering, Finance, Risk Management, Requirements Analysis, Fixed Income
Education
State University of New York College at Plattsburgh 1988 — 1992
BA
Kyle Best Kyle Best's Investors Bank & Trust Experience August 2007 - September 2009
Job Officer at State Street
Industry Financial Services
Experience
State Street March 2012 - Present
State Street September 2009 - March 2012
Investors Bank & Trust August 2007 - September 2009
Investors Bank & Trust September 2006 - August 2007
Skills
Analyzing the..., Fund Accounting, Cash Management, Global Cash Management, Global Custody, Mentoring, Microsoft Excel, Microsoft Office, Close Attention to..., Pay Close Attention to..., Pivot Tables, MS Excel Pivot Tables, PowerPoint, Visio, Project Management, Corporate Actions, Mutual Funds
Education
University of Massachusetts Lowell 2010 — 2013
Master of Business Administration (MBA), Accounting Concentration, Summa Cum Laude
Rhode Island College 2002 — 2006
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
State Street March 2012 - Present
State Street September 2009 - March 2012
Investors Bank & Trust August 2007 - September 2009
Investors Bank & Trust September 2006 - August 2007
Skills
Analyzing the..., Fund Accounting, Cash Management, Global Cash Management, Global Custody, Mentoring, Microsoft Excel, Microsoft Office, Close Attention to..., Pay Close Attention to..., Pivot Tables, MS Excel Pivot Tables, PowerPoint, Visio, Project Management, Corporate Actions, Mutual Funds
Education
University of Massachusetts Lowell 2010 — 2013
Master of Business Administration (MBA), Accounting Concentration, Summa Cum Laude
Rhode Island College 2002 — 2006
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
John C. McCormick, MBA, PMP, CSM John C. McCormick, MBA, PMP, CSM's Investors Bank & Trust Experience September 2001 - February 2005
Job Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments July 2011 - August 2013
Cubist Pharmaceuticals June 2010 - July 2011
Cubist Pharmaceuticals February 2009 - June 2010
Fidelity Investments April 2008 - December 2008
Fidelity Investments March 2005 - March 2008
Investors Bank & Trust September 2001 - February 2005
Gibson, Dunn & Crutcher LLP June 2000 - September 2001
Skills
Project Management, PMP, Process Improvement, Financial Analysis, Report Writing, Six Sigma, Project Portfolio..., Requirements Analysis, Microsoft Office, MS Project, Project Delivery, Risk Management, SharePoint, Agile Methodologies, Cross-functional..., Presentations, Presenter, Time Management, Predictive Modeling, Test Coordination, Change Management, Requirements Management, Conflict Resolution, SDLC, Rational Team Concert, Agile Project Management, Visio, Software Project..., Cross-functional Team..., JIRA Agile
Education
Southern New Hampshire University 2005 — 2008
MBA, Finance and Business Management
Quinnipiac University 1996 — 2000
B.A.(s), Political Science and Legal Studies
Kellenberg Memorial H.S. 1992 — 1996
Fidelity Investments September 2013 - Present
Fidelity Investments July 2011 - August 2013
Cubist Pharmaceuticals June 2010 - July 2011
Cubist Pharmaceuticals February 2009 - June 2010
Fidelity Investments April 2008 - December 2008
Fidelity Investments March 2005 - March 2008
Investors Bank & Trust September 2001 - February 2005
Gibson, Dunn & Crutcher LLP June 2000 - September 2001
Skills
Project Management, PMP, Process Improvement, Financial Analysis, Report Writing, Six Sigma, Project Portfolio..., Requirements Analysis, Microsoft Office, MS Project, Project Delivery, Risk Management, SharePoint, Agile Methodologies, Cross-functional..., Presentations, Presenter, Time Management, Predictive Modeling, Test Coordination, Change Management, Requirements Management, Conflict Resolution, SDLC, Rational Team Concert, Agile Project Management, Visio, Software Project..., Cross-functional Team..., JIRA Agile
Education
Southern New Hampshire University 2005 — 2008
MBA, Finance and Business Management
Quinnipiac University 1996 — 2000
B.A.(s), Political Science and Legal Studies
Kellenberg Memorial H.S. 1992 — 1996
Jonathan Constantine Jonathan Constantine's Investors Bank & Trust Experience 2007 - 2008
Job Senior Financial Analyst Retail FP&A at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Health May 2014 - Present
CVS Health July 2010 - May 2014
State Street 2008 - 2010
Investors Bank & Trust 2007 - 2008
Investors Bank & Trust 2006 - 2007
Skills
Financial Services, Financial Modeling, Investments, Fund Accounting, Mutual Funds, Investor Relations, Finance, Financial Analysis
Education
Providence College 2001 — 2005
Bachelor of Science (B.S.), Finance, General
CVS Health May 2014 - Present
CVS Health July 2010 - May 2014
State Street 2008 - 2010
Investors Bank & Trust 2007 - 2008
Investors Bank & Trust 2006 - 2007
Skills
Financial Services, Financial Modeling, Investments, Fund Accounting, Mutual Funds, Investor Relations, Finance, Financial Analysis
Education
Providence College 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Niamh Dolan Niamh Dolan's Investors Bank & Trust Experience January 2001 - August 2003
Job Teacher at Hill View Montessori Charter Public School
Industry Education Management
Experience
Hill View Montessori Charter Public School August 2015 - Present
Harborlight-Stoneridge Montessori School August 2003 - August 2015
Investors Bank & Trust January 2001 - August 2003
Skills
Curriculum Development, Special Education, Lesson Planning, Management, Curriculum Design
Education
Salem State University 2011 — 2016
Candidate for Masters in Education, Special Education and Teaching
Trinity College, Dublin 1999 — 2001
Masters in Philosophy, Medieval Irish History, Awarded
Salem State University 1993 — 1997
Bachelor of Science (BS), Psychology, Graduated
Hill View Montessori Charter Public School August 2015 - Present
Harborlight-Stoneridge Montessori School August 2003 - August 2015
Investors Bank & Trust January 2001 - August 2003
Skills
Curriculum Development, Special Education, Lesson Planning, Management, Curriculum Design
Education
Salem State University 2011 — 2016
Candidate for Masters in Education, Special Education and Teaching
Trinity College, Dublin 1999 — 2001
Masters in Philosophy, Medieval Irish History, Awarded
Salem State University 1993 — 1997
Bachelor of Science (BS), Psychology, Graduated
Michael St. Onge, CIMA® Michael St. Onge, CIMA®'s Investors Bank & Trust Experience February 1997 - June 1998
Job VP and Investment Officer at Bank of New Hampshire
Industry Investment Management
Experience
Bank of New Hampshire November 2013 - Present
TD Asset Management January 2009 - November 2013
TD Asset Management January 2008 - December 2008
TD Wealth Management June 1998 - December 2008
Investors Bank & Trust February 1997 - June 1998
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investment Strategies, Mutual Funds, Investments, Equities, Fixed Income, Banking, Securities, Financial Risk, Financial Services, Investment Management, Investment Advisory, Asset Management, Bloomberg
Education
Southern New Hampshire University 1998 — 2000
Masters, Business Administration
University of New Hampshire 1989 — 1993
BS, Resource Economics
Bank of New Hampshire November 2013 - Present
TD Asset Management January 2009 - November 2013
TD Asset Management January 2008 - December 2008
TD Wealth Management June 1998 - December 2008
Investors Bank & Trust February 1997 - June 1998
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investment Strategies, Mutual Funds, Investments, Equities, Fixed Income, Banking, Securities, Financial Risk, Financial Services, Investment Management, Investment Advisory, Asset Management, Bloomberg
Education
Southern New Hampshire University 1998 — 2000
Masters, Business Administration
University of New Hampshire 1989 — 1993
BS, Resource Economics
Mark S. Bjorstrom Mark S. Bjorstrom's Investors Bank & Trust Experience 2001 - 2006
Job Financial Services Executive with Expertise in Asset Management, Banking and Service Provider Operations
Industry Financial Services
Experience
Citi 2012 - 2014
Citi 2009 - 2012
Citi 2006 - 2009
Investors Bank & Trust 2001 - 2006
Barclays Global Investors 1998 - 2001
Nicholas-Applegate Capital Management 1992 - 1998
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Equities, Securities, Asset Management, Financial Services, Investment Operations, Fixed Income, Investments, Risk Management, Strategy, Fund Administration, Back Office, Management, Banking, Financial Markets, Business Process..., Asset Managment, Trading Systems, Investment Management, ETFs, Outsourcing, Financial Risk, Corporate Actions, Derivatives, Portfolio Management, Global Custody, Middle Office, Securities Lending, Fund Of Funds
Education
San Diego State University-California State University
BS, Business Administration/Finance
University of San Diego
MBA, Emphasis in International Finance
Citi 2012 - 2014
Citi 2009 - 2012
Citi 2006 - 2009
Investors Bank & Trust 2001 - 2006
Barclays Global Investors 1998 - 2001
Nicholas-Applegate Capital Management 1992 - 1998
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Equities, Securities, Asset Management, Financial Services, Investment Operations, Fixed Income, Investments, Risk Management, Strategy, Fund Administration, Back Office, Management, Banking, Financial Markets, Business Process..., Asset Managment, Trading Systems, Investment Management, ETFs, Outsourcing, Financial Risk, Corporate Actions, Derivatives, Portfolio Management, Global Custody, Middle Office, Securities Lending, Fund Of Funds
Education
San Diego State University-California State University
BS, Business Administration/Finance
University of San Diego
MBA, Emphasis in International Finance
Caitlyn Lessard Caitlyn Lessard's Investors Bank & Trust Experience April 2005 - April 2007
Job Investment Control Analyst at GMO
Industry Investment Management
Experience
GMO April 2007 - Present
Investors Bank & Trust April 2005 - April 2007
Skills
Mutual Funds, Alternative Investments, Corporate Actions, Fixed Income, Bloomberg Terminal, Securities, Asset Managment, Investments, Valuation, Financial Markets, Financial Reporting, Financial Services, Microsoft Excel, Fund Of Funds
Education
Simmons College 2000 — 2004
Bachelor of Arts (B.A.), Economics
GMO April 2007 - Present
Investors Bank & Trust April 2005 - April 2007
Skills
Mutual Funds, Alternative Investments, Corporate Actions, Fixed Income, Bloomberg Terminal, Securities, Asset Managment, Investments, Valuation, Financial Markets, Financial Reporting, Financial Services, Microsoft Excel, Fund Of Funds
Education
Simmons College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Barbara Durgin Barbara Durgin's Investors Bank & Trust Experience 1991 - 1993
Job Sr. Relationship Manager at Charles River Development
Industry Computer Software
Experience
Charles River Development April 2008 - Present
Charles River Development November 2005 - April 2008
Putnam Investments 2001 - 2004
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Investors Bank & Trust 1991 - 1993
Skills
Equities, Trading Systems, Fixed Income, Market Data, Investment Management, Derivatives, Order Management, Electronic Trading, Business Analysis, Asset Management, Portfolio Management, Financial Services, FX Options, Financial Markets, Equity Trading, Hedge Funds, Back Office, Bloomberg, Securities, Options, Trading, Equity Derivatives, Middle Office, Capital Markets, Crystal Reports, Relationship Management, compliance, Asset Managment
Education
Regis College 1987 — 1991
BA, Management
Charles River Development April 2008 - Present
Charles River Development November 2005 - April 2008
Putnam Investments 2001 - 2004
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Investors Bank & Trust 1991 - 1993
Skills
Equities, Trading Systems, Fixed Income, Market Data, Investment Management, Derivatives, Order Management, Electronic Trading, Business Analysis, Asset Management, Portfolio Management, Financial Services, FX Options, Financial Markets, Equity Trading, Hedge Funds, Back Office, Bloomberg, Securities, Options, Trading, Equity Derivatives, Middle Office, Capital Markets, Crystal Reports, Relationship Management, compliance, Asset Managment
Education
Regis College 1987 — 1991
BA, Management
Kevin Yee Kevin Yee's Investors Bank & Trust Experience 2000 - 2003
Job Financial Representative at Banker Life and Humana
Industry Financial Services
Experience
Northwestern Mutual Loan officerradius financial group inc.2001 - 2003
Investors Bank & Trust 2000 - 2003
Skills
Mutual Funds, Series 6, Series 63
Education
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 1999
Sacred Heart University 1993 — 1998
Northwestern Mutual Loan officerradius financial group inc.2001 - 2003
Investors Bank & Trust 2000 - 2003
Skills
Mutual Funds, Series 6, Series 63
Education
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 1999
Sacred Heart University 1993 — 1998
Jonathan Ring, MBA Jonathan Ring, MBA's Investors Bank & Trust Experience 2005 - 2006
Job Accountant / Consultant at Robert Half International
Industry Accounting
Experience
Robert Half International / Accountemps Salaried Professional Services March 2015 - Present
Bruce McCorry's Martial Arts 1999 - Present
The RiverStone Group (A Fairfax Company) April 2014 - January 2015
Robert Half International October 2012 - April 2014
World Conference Management April 2012 - June 2012
Percussion Software July 2011 - January 2012
Boston Scientific 2010 - 2011
Mac-Gray Services 2007 - 2008
Investors Bank & Trust 2005 - 2006
McDonalds, Papa Gino's, Qdoba Mexican Grill 1995 - 2005
Skills
Account Reconciliation, General Ledger, Accounts Payable, Journal Entries, Accounts Receivable, Microsoft Excel, Finance, Auditing, Outlook, Microsoft Word, Fund Accounting, HTML, Microsoft Office, Windows, Lotus Notes, solomon, eExpense, Sales & Use Tax, Restaurant Management, Bank Reconciliation, Inventory Control, P&L Responsibility, Forecasting, Hands-on Training, Web Design, Navision, QuickBooks, Syspro, Fixed Assets, Accruals, Royalties, Fixed Asset Depreciation, AS400 system, Salesforce.com, Annual Reports, Monthly Close Process
Education
University of Phoenix 2003 — 2008
MBA, Global management
Salem State College 1998 — 2002
B.A. Business Administration, Management
Robert Half International / Accountemps Salaried Professional Services March 2015 - Present
Bruce McCorry's Martial Arts 1999 - Present
The RiverStone Group (A Fairfax Company) April 2014 - January 2015
Robert Half International October 2012 - April 2014
World Conference Management April 2012 - June 2012
Percussion Software July 2011 - January 2012
Boston Scientific 2010 - 2011
Mac-Gray Services 2007 - 2008
Investors Bank & Trust 2005 - 2006
McDonalds, Papa Gino's, Qdoba Mexican Grill 1995 - 2005
Skills
Account Reconciliation, General Ledger, Accounts Payable, Journal Entries, Accounts Receivable, Microsoft Excel, Finance, Auditing, Outlook, Microsoft Word, Fund Accounting, HTML, Microsoft Office, Windows, Lotus Notes, solomon, eExpense, Sales & Use Tax, Restaurant Management, Bank Reconciliation, Inventory Control, P&L Responsibility, Forecasting, Hands-on Training, Web Design, Navision, QuickBooks, Syspro, Fixed Assets, Accruals, Royalties, Fixed Asset Depreciation, AS400 system, Salesforce.com, Annual Reports, Monthly Close Process
Education
University of Phoenix 2003 — 2008
MBA, Global management
Salem State College 1998 — 2002
B.A. Business Administration, Management
Katie (Flynn) Flynn O'Reilly Katie (Flynn) Flynn O'Reilly's Investors Bank & Trust Experience March 1998 - March 2003
Job ...
Industry Higher Education
Experience
Investors Bank & Trust March 1998 - March 2003
Cambridge Technology Partners June 1996 - January 1997
Elsevier 1996 - 1997
American Red Cross March 1995 - May 1996
Lockheed Martin March 1993 - January 1995
Boston University School of Management August 1991 - March 1993
Boston University School of Management May 1989 - August 1991
Skills
Internal Communications, Public Relations, Editing, Event Planning, Non-profits, Press Releases, Writing, Event Management, Public Speaking, Newsletters, Awareness, College Recruiting, College Relations, Human Resources, Community Relations, Recruiting, Program Management, Nonprofits, Corporate Communications, Community Outreach
Education
Boston University-College of Communication 1990 — 1993
M.S., Public Relations
Providence College 1984 — 1988
B.A., Humanities
University College Dublin 1987 — 1987
Irish Cultural Studies
Investors Bank & Trust March 1998 - March 2003
Cambridge Technology Partners June 1996 - January 1997
Elsevier 1996 - 1997
American Red Cross March 1995 - May 1996
Lockheed Martin March 1993 - January 1995
Boston University School of Management August 1991 - March 1993
Boston University School of Management May 1989 - August 1991
Skills
Internal Communications, Public Relations, Editing, Event Planning, Non-profits, Press Releases, Writing, Event Management, Public Speaking, Newsletters, Awareness, College Recruiting, College Relations, Human Resources, Community Relations, Recruiting, Program Management, Nonprofits, Corporate Communications, Community Outreach
Education
Boston University-College of Communication 1990 — 1993
M.S., Public Relations
Providence College 1984 — 1988
B.A., Humanities
University College Dublin 1987 — 1987
Irish Cultural Studies
Keith Saravo Keith Saravo's Investors Bank & Trust Experience July 2002 - January 2007
Job Data Processing Consultant at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF December 2013 - Present
Mercer June 2012 - December 2013
BNY Mellon April 2011 - June 2012
Mercer January 2009 - December 2010
SunGard January 2007 - September 2007
Investors Bank & Trust July 2002 - January 2007
OneBeacon Insurance June 2001 - July 2002
Zurich Scudder Investments March 2000 - May 2001
Fidelity Investments February 1997 - February 2000
Addison Wesley April 1996 - December 1996
Skills
SQL, Requirements Analysis, Databases, SQL Server, COBOL, Micro Focus COBOL, DB2, SAS, NDM, FTP, JCL, CICS, Microsoft SQL Server, IBM Mainframe, Mainframe, VSAM, SDLC, Software Documentation, Software Development, Oracle, Testing, MVS, Access, SPUFI, PL/SQL, Systems Analysis, Requirements Gathering, Fileaid, Visio, Endeavor, Easytrieve, Data Warehousing, Business Requirements, Analysis, Integration
Education
Salem State University
Bachelor of Science, Computer Science
Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General
TIAA-CREF December 2013 - Present
Mercer June 2012 - December 2013
BNY Mellon April 2011 - June 2012
Mercer January 2009 - December 2010
SunGard January 2007 - September 2007
Investors Bank & Trust July 2002 - January 2007
OneBeacon Insurance June 2001 - July 2002
Zurich Scudder Investments March 2000 - May 2001
Fidelity Investments February 1997 - February 2000
Addison Wesley April 1996 - December 1996
Skills
SQL, Requirements Analysis, Databases, SQL Server, COBOL, Micro Focus COBOL, DB2, SAS, NDM, FTP, JCL, CICS, Microsoft SQL Server, IBM Mainframe, Mainframe, VSAM, SDLC, Software Documentation, Software Development, Oracle, Testing, MVS, Access, SPUFI, PL/SQL, Systems Analysis, Requirements Gathering, Fileaid, Visio, Endeavor, Easytrieve, Data Warehousing, Business Requirements, Analysis, Integration
Education
Salem State University
Bachelor of Science, Computer Science
Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General
Adam Sicard Adam Sicard's Investors Bank & Trust Experience June 1999 - January 2008
Job Head of Portfolio Management Operations at Performa Limited (US), LLC
Industry Financial Services
Experience
Performa Limited (US), LLC April 2015 - Present
Maple Capital Management February 2014 - March 2015
GE Healthcare March 2013 - January 2014
Dwight Asset Management, a Goldman Sachs Company May 2012 - December 2012
Dwight Asset Management July 2008 - May 2012
State Street Bank January 2008 - July 2008
Investors Bank & Trust June 1999 - January 2008
Skills
Fixed Income, Client Service, Risk Management, Portfolio Management, Portfolio Accounting, Operations Management, Financial Analysis, Accounting, Fund Accounting, Account Reconciliation, Auditing, Operational Risk, Vendor Management, Process Improvement, Internal Controls, Finance, Financial Services
Education
Suffolk University
Masters, Accounting
Providence College 1995 — 1999
Business, Finance, Management
CHS
Performa Limited (US), LLC April 2015 - Present
Maple Capital Management February 2014 - March 2015
GE Healthcare March 2013 - January 2014
Dwight Asset Management, a Goldman Sachs Company May 2012 - December 2012
Dwight Asset Management July 2008 - May 2012
State Street Bank January 2008 - July 2008
Investors Bank & Trust June 1999 - January 2008
Skills
Fixed Income, Client Service, Risk Management, Portfolio Management, Portfolio Accounting, Operations Management, Financial Analysis, Accounting, Fund Accounting, Account Reconciliation, Auditing, Operational Risk, Vendor Management, Process Improvement, Internal Controls, Finance, Financial Services
Education
Suffolk University
Masters, Accounting
Providence College 1995 — 1999
Business, Finance, Management
CHS
Amy Seidl Amy Seidl's Investors Bank & Trust Experience October 2006 - July 2007
Job Management Analyst | Business Analysis | Analytical and Creative ProblemSolving |
Industry Financial Services
Experience
Rockland Trust 2013 - Present
State Street March 2010 - January 2013
State Street Bank July 2007 - March 2010
Investors Bank & Trust October 2006 - July 2007
Mellon Financial July 2006 - October 2006
Brown Brothers Harriman June 2002 - November 2005
Brown Brothers Harriman May 2000 - June 2002
Brown Brothers Harriman September 1996 - May 2000
Skills
Business Analysis, Analytic Problem Solving, Data Analysis, Process Improvement, Relationship Management, Project Management, Business Performance..., Operations Management, Business Strategy, Client Services, Corporate Actions, Securities, Financial Services, Equities, Global Custody, Fixed Income, Securities Lending, SharePoint, Spotfire, Microsoft Office, Settlement, Cash Management, Capital Markets, Collateral Management, Risk Management, Back Office
Education
Stonehill College 1991 — 1995
B.A, International Studies, Modern Languages
Rockland Trust 2013 - Present
State Street March 2010 - January 2013
State Street Bank July 2007 - March 2010
Investors Bank & Trust October 2006 - July 2007
Mellon Financial July 2006 - October 2006
Brown Brothers Harriman June 2002 - November 2005
Brown Brothers Harriman May 2000 - June 2002
Brown Brothers Harriman September 1996 - May 2000
Skills
Business Analysis, Analytic Problem Solving, Data Analysis, Process Improvement, Relationship Management, Project Management, Business Performance..., Operations Management, Business Strategy, Client Services, Corporate Actions, Securities, Financial Services, Equities, Global Custody, Fixed Income, Securities Lending, SharePoint, Spotfire, Microsoft Office, Settlement, Cash Management, Capital Markets, Collateral Management, Risk Management, Back Office
Education
Stonehill College 1991 — 1995
B.A, International Studies, Modern Languages
Neelima Verma (PMP) Neelima Verma (PMP)'s Investors Bank & Trust Experience January 2005 - January 2007
Job VP at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
State Street January 2013 - September 2013
State Street December 2009 - September 2013
State Street Bank January 2007 - December 2009
Investors Bank & Trust January 2005 - January 2007
Bank of America January 2000 - January 2004
Skills
Project Management, SDLC, QTP, Rational, Certified Project..., Business Analysis, Requirements Analysis, User Acceptance Testing, Business Requirements, Software Project..., Requirements Gathering, Visio, Test Planning, Process Improvement, Financial Services, Software Quality..., Testing, Business Process..., Quality Assurance, Program Management, SQL, Quality Center, Waterfall, PMP, SharePoint, Change Management, Risk Management, Business Transformation, Project Delivery, Business Process..., Offshoring, Financial Risk, Resource Management, MS Project, Integration, Information Technology, Working directly with...
Education
Shivaji University 1991 — 1994
B.E., Electronics
State Street September 2013 - Present
State Street January 2013 - September 2013
State Street December 2009 - September 2013
State Street Bank January 2007 - December 2009
Investors Bank & Trust January 2005 - January 2007
Bank of America January 2000 - January 2004
Skills
Project Management, SDLC, QTP, Rational, Certified Project..., Business Analysis, Requirements Analysis, User Acceptance Testing, Business Requirements, Software Project..., Requirements Gathering, Visio, Test Planning, Process Improvement, Financial Services, Software Quality..., Testing, Business Process..., Quality Assurance, Program Management, SQL, Quality Center, Waterfall, PMP, SharePoint, Change Management, Risk Management, Business Transformation, Project Delivery, Business Process..., Offshoring, Financial Risk, Resource Management, MS Project, Integration, Information Technology, Working directly with...
Education
Shivaji University 1991 — 1994
B.E., Electronics
Kelly Wescott Kelly Wescott's Investors Bank & Trust Experience September 2005 - June 2006
Job Financial Analyst at Professional Software Engineering
Industry Government Administration
Experience
Professional Software Engineering June 2010 - Present
Liberty Mutual Group October 2007 - May 2010
Liberty Mutual Group July 2006 - October 2007
Investors Bank & Trust September 2005 - June 2006
Skills
PowerPoint, Workshop Facilitation, Insurance, Microsoft Excel, Technical Editing, Project Planning, Analysis, Training, Program Management, Human Resources, Data Analysis, Microsoft Office, Customer Service, Public Speaking, Finance, Event Planning, Community Outreach, Leadership
Education
San Jose State University 2009 — 2011
Masters, Library and Information Science
University of Rochester 2001 — 2005
BA, Economics
Franklin Academy 1996 — 2001
High school diploma
Professional Software Engineering June 2010 - Present
Liberty Mutual Group October 2007 - May 2010
Liberty Mutual Group July 2006 - October 2007
Investors Bank & Trust September 2005 - June 2006
Skills
PowerPoint, Workshop Facilitation, Insurance, Microsoft Excel, Technical Editing, Project Planning, Analysis, Training, Program Management, Human Resources, Data Analysis, Microsoft Office, Customer Service, Public Speaking, Finance, Event Planning, Community Outreach, Leadership
Education
San Jose State University 2009 — 2011
Masters, Library and Information Science
University of Rochester 2001 — 2005
BA, Economics
Franklin Academy 1996 — 2001
High school diploma
Becky Parafinczuk's Investors Bank & Trust Experience January 2007 - October 2007
Job Manager, Strategic Partnerships at 1Page
Industry Marketing and Advertising
Experience
1-Page July 2015 - Present
1-Page March 2015 - July 2015
GfK MRI August 2012 - October 2014
GfK MRI August 2011 - August 2012
GfK MRI October 2009 - August 2011
Investors Bank & Trust January 2007 - October 2007
Penguin Group (USA) Inc. 2005 - 2006
Warner Music Group 2004 - 2005
Skills
Account Management, Contract Management, Contract Negotiation, Digital Media, Digital Marketing, Advertising, Analytics, Market Research, Sales, Social Media Marketing, New Business Development, Social Media, Salesforce.com, Email Marketing, Quantitative Research
Education
State University of New York College at Geneseo 2000 — 2004
BS, Business Administration
Bethlehem Central High School 1996 — 2000
1-Page July 2015 - Present
1-Page March 2015 - July 2015
GfK MRI August 2012 - October 2014
GfK MRI August 2011 - August 2012
GfK MRI October 2009 - August 2011
Investors Bank & Trust January 2007 - October 2007
Penguin Group (USA) Inc. 2005 - 2006
Warner Music Group 2004 - 2005
Skills
Account Management, Contract Management, Contract Negotiation, Digital Media, Digital Marketing, Advertising, Analytics, Market Research, Sales, Social Media Marketing, New Business Development, Social Media, Salesforce.com, Email Marketing, Quantitative Research
Education
State University of New York College at Geneseo 2000 — 2004
BS, Business Administration
Bethlehem Central High School 1996 — 2000
Aaron Herr, CFA Aaron Herr, CFA's Investors Bank & Trust Experience September 2005 - May 2007
Job Investor Relations
Industry Investment Management
Experience
Abrams Capital March 2012 - Present
Magnitude Capital, LLC March 2011 - March 2012
Magnitude Capital, LLC October 2008 - March 2011
Bear Stearns Asset Management May 2007 - September 2008
Investors Bank & Trust September 2005 - May 2007
Skills
Hedge Funds, Valuation, Alternative Investments, Accounting, Asset Management, Portfolio Management, Investments, Fund Of Funds, Private Equity, Asset Allocation, Financial Modeling, Asset Managment, Economics, Financial Analysis, Problem Solving, Investment Operations, Financial Reporting, Bloomberg, FX
Education
Princeton University 2001 — 2005
B.A., Economics, Finance
Abrams Capital March 2012 - Present
Magnitude Capital, LLC March 2011 - March 2012
Magnitude Capital, LLC October 2008 - March 2011
Bear Stearns Asset Management May 2007 - September 2008
Investors Bank & Trust September 2005 - May 2007
Skills
Hedge Funds, Valuation, Alternative Investments, Accounting, Asset Management, Portfolio Management, Investments, Fund Of Funds, Private Equity, Asset Allocation, Financial Modeling, Asset Managment, Economics, Financial Analysis, Problem Solving, Investment Operations, Financial Reporting, Bloomberg, FX
Education
Princeton University 2001 — 2005
B.A., Economics, Finance
Chris Puls Chris Puls's Investors Bank & Trust Experience September 2000 - May 2005
Job
Industry Management Consulting
Experience
Freed Maxick CPAs, P.C. June 2011 - Present
KPMG February 2006 - June 2011
GE June 2005 - February 2006
Investors Bank & Trust September 2000 - May 2005
Skills
Risk Advisory, Big 4, Process Reviews, Operational Reviews, Internal Audit, Enterprise Risk..., SAS70, Internal Controls, Non-profits, Government Agencies, State Compliance, Higher Education, Compliance Audits, Performance Auditing, Conducting Interviews, Government Proposals, Data Analysis, Sarbanes-Oxley Act, @Risk, Quality Auditing, Management Consulting, IT Audit
Education
Saint Lawrence University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Saint Lawrence University 1996 — 2000
Bachelor of Arts (B.A.), Economics
LaSalle Institute
Freed Maxick CPAs, P.C. June 2011 - Present
KPMG February 2006 - June 2011
GE June 2005 - February 2006
Investors Bank & Trust September 2000 - May 2005
Skills
Risk Advisory, Big 4, Process Reviews, Operational Reviews, Internal Audit, Enterprise Risk..., SAS70, Internal Controls, Non-profits, Government Agencies, State Compliance, Higher Education, Compliance Audits, Performance Auditing, Conducting Interviews, Government Proposals, Data Analysis, Sarbanes-Oxley Act, @Risk, Quality Auditing, Management Consulting, IT Audit
Education
Saint Lawrence University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Saint Lawrence University 1996 — 2000
Bachelor of Arts (B.A.), Economics
LaSalle Institute
Virginia Mara Virginia Mara's Investors Bank & Trust Experience 1976 - 1993
Job Director, Real Estate Finance at The Housing Partnership Network
Industry Nonprofit Organization Management
Experience
The Housing Partnership Network 2004 - Present
Brown Innovations 1995 - 2003
Investors Bank & Trust 1976 - 1993
Education
Simmons College - Simmons School of Management 1993 — 1994
MBA
Union College
BS, Psychology
The Housing Partnership Network 2004 - Present
Brown Innovations 1995 - 2003
Investors Bank & Trust 1976 - 1993
Education
Simmons College - Simmons School of Management 1993 — 1994
MBA
Union College
BS, Psychology
Adam Prus Adam Prus's Investors Bank & Trust Experience April 1996 - July 1996
Job Executive Vice President at AAAA Benefits
Industry Marketing and Advertising
Experience
AAAA Benefits August 2010 - Present
Independent August 2009 - July 2010
Modernista! April 2000 - July 2009
Computershare May 1999 - October 2000
Digitas August 1996 - May 1999
Investors Bank & Trust April 1996 - July 1996
Floratine Products Group February 1995 - March 1996
Skills
New Business Development, Competitive Analysis, Analytics, Marketing, Business Development, Financial Analysis, Financial Reporting, Strategic Financial..., Management, Project Management, Management Consulting, Strategic Consulting, Advertising, Digital, CFOs, Operations Management, Integrated Marketing, Creative Direction, Human Resources
Education
Penn State University 1990 — 1994
BS, Economics
AAAA Benefits August 2010 - Present
Independent August 2009 - July 2010
Modernista! April 2000 - July 2009
Computershare May 1999 - October 2000
Digitas August 1996 - May 1999
Investors Bank & Trust April 1996 - July 1996
Floratine Products Group February 1995 - March 1996
Skills
New Business Development, Competitive Analysis, Analytics, Marketing, Business Development, Financial Analysis, Financial Reporting, Strategic Financial..., Management, Project Management, Management Consulting, Strategic Consulting, Advertising, Digital, CFOs, Operations Management, Integrated Marketing, Creative Direction, Human Resources
Education
Penn State University 1990 — 1994
BS, Economics
M Susan Earle, PMP, CBAP in process M Susan Earle, PMP, CBAP in process's Investors Bank & Trust Experience September 2001 - April 2007
Job Business Analyst at The Public Consulting Group
Industry Information Technology and Services
Experience
Public Consulting Group May 2013 - Present
Omgeo April 2012 - December 2012
Partners HealthCare April 2010 - April 2012
State Street February 2009 - March 2009
Brown Brothers Harriman July 2008 - December 2008
State Street Bank April 2007 - April 2008
Investors Bank & Trust September 2001 - April 2007
Brown Brothers Harriman, 40 Water Street Boston MA August 1994 - September 2001
Bradlees Incorporated, Braintree, MA April 1993 - August 1994
Hills Department Stores 1989 - 1993
Skills
SDLC, Visio, Agile Methodologies, SQL, MS Project, Oracle, FIX, Omgeo's Central Trade..., Requirements Gathering, Project Management, Quality Assurance, SharePoint, Databases
Education
Technical, Managerial 2009 — 2009
Certifications & Courses, Project Management
Plymouth State University 1971 — 1974
BA, Life Sciences
Thayer Academy 1966 — 1971
High School Diploma, College Preparatory
Derby Academy
Public Consulting Group May 2013 - Present
Omgeo April 2012 - December 2012
Partners HealthCare April 2010 - April 2012
State Street February 2009 - March 2009
Brown Brothers Harriman July 2008 - December 2008
State Street Bank April 2007 - April 2008
Investors Bank & Trust September 2001 - April 2007
Brown Brothers Harriman, 40 Water Street Boston MA August 1994 - September 2001
Bradlees Incorporated, Braintree, MA April 1993 - August 1994
Hills Department Stores 1989 - 1993
Skills
SDLC, Visio, Agile Methodologies, SQL, MS Project, Oracle, FIX, Omgeo's Central Trade..., Requirements Gathering, Project Management, Quality Assurance, SharePoint, Databases
Education
Technical, Managerial 2009 — 2009
Certifications & Courses, Project Management
Plymouth State University 1971 — 1974
BA, Life Sciences
Thayer Academy 1966 — 1971
High School Diploma, College Preparatory
Derby Academy
Myra Moskoff Myra Moskoff's Investors Bank & Trust Experience January 1999 - August 2001
Job Office Manager at Consolidated Energy Solutions, Inc.
Industry Accounting
Experience
Apple Bookkeeping Services July 2007 - Present
Consolidated Energy Solutions, Inc. November 2011 - Present
Fragomen, Del Rey, Bernsen & Loewy September 2009 - May 2011
Fuller Landau Group Inc. February 2008 - November 2009
Metro Mothers Network June 2004 - June 2006
Investors Bank & Trust January 1999 - August 2001
Investors Bank & Trust January 1997 - January 1999
Skills
Accounting, Payroll, QuickBooks, Account Reconciliation, Tax, Bank Reconciliation, Bookkeeping, Invoicing, Financial Analysis, Strategic Planning, Microsoft Dynamics GP
Education
Seneca College of Applied Arts and Technology 2006 — 2007
Bookkeeping Certificate, Accounting
Canadian Securities Institute 1998 — 1999
Professional Financial Planning
Seneca College
Post Diploma Certificate, INTERNATIONAL BUSINESS MANAGEMENT
York University 1988 — 1992
Bachelor of Arts, Political Science and Business
Apple Bookkeeping Services July 2007 - Present
Consolidated Energy Solutions, Inc. November 2011 - Present
Fragomen, Del Rey, Bernsen & Loewy September 2009 - May 2011
Fuller Landau Group Inc. February 2008 - November 2009
Metro Mothers Network June 2004 - June 2006
Investors Bank & Trust January 1999 - August 2001
Investors Bank & Trust January 1997 - January 1999
Skills
Accounting, Payroll, QuickBooks, Account Reconciliation, Tax, Bank Reconciliation, Bookkeeping, Invoicing, Financial Analysis, Strategic Planning, Microsoft Dynamics GP
Education
Seneca College of Applied Arts and Technology 2006 — 2007
Bookkeeping Certificate, Accounting
Canadian Securities Institute 1998 — 1999
Professional Financial Planning
Seneca College
Post Diploma Certificate, INTERNATIONAL BUSINESS MANAGEMENT
York University 1988 — 1992
Bachelor of Arts, Political Science and Business
ANSU DUALU ANSU DUALU's Investors Bank & Trust Experience July 2003 - February 2005
Job Financial Analyst at Citizens Financial Group, Inc.
Industry Insurance
Experience
Citizens Financial Group, Inc. August 2014 - Present
American Income Life Insurance Company 2011 - 2014
Raytheon May 2007 - April 2011
Granite Telecommunications June 2005 - August 2007
Investors Bank & Trust July 2003 - February 2005
Skills
Financial Analysis, Sales Management
Education
University of Massachusetts Dartmouth 2001 — 2004
Bachelor of Science (BS), FINANCE AND ECONOMICS
Salve Regina University
Graduate Certificate Global Business
Providence College
GRAGUATE, FINANCIAL MARKET
Salve Regina University
Master Global Business (M.B.A.), International Business
Citizens Financial Group, Inc. August 2014 - Present
American Income Life Insurance Company 2011 - 2014
Raytheon May 2007 - April 2011
Granite Telecommunications June 2005 - August 2007
Investors Bank & Trust July 2003 - February 2005
Skills
Financial Analysis, Sales Management
Education
University of Massachusetts Dartmouth 2001 — 2004
Bachelor of Science (BS), FINANCE AND ECONOMICS
Salve Regina University
Graduate Certificate Global Business
Providence College
GRAGUATE, FINANCIAL MARKET
Salve Regina University
Master Global Business (M.B.A.), International Business
Derek Hodgdon's Investors Bank & Trust Experience June 2005 - June 2007
Job Senior Manager at Deloitte
Industry Financial Services
Experience
Deloitte & Touche, LLP August 2013 - Present
Deloitte & Touche, LLP September 2010 - August 2013
Deloitte & Touche, LLP June 2007 - September 2010
Investors Bank & Trust June 2005 - June 2007
Skills
Fund Administration, Fund Accounting, Investment Compliance, Business Process Design, Financial Policies &..., GIPS Compliance, Internal Controls, Enterprise Risk..., Management, Business Process..., Sarbanes-Oxley Act, IT Audit, SEC filings, Business Development, Management Consulting, Performance Improvement, Front to Back Office, Risk Assessment
Education
Plymouth State University 2000 — 2004
Bachelor of Science Degree, Management/Finance/Econonmics
New England College of Finance
Deloitte & Touche, LLP August 2013 - Present
Deloitte & Touche, LLP September 2010 - August 2013
Deloitte & Touche, LLP June 2007 - September 2010
Investors Bank & Trust June 2005 - June 2007
Skills
Fund Administration, Fund Accounting, Investment Compliance, Business Process Design, Financial Policies &..., GIPS Compliance, Internal Controls, Enterprise Risk..., Management, Business Process..., Sarbanes-Oxley Act, IT Audit, SEC filings, Business Development, Management Consulting, Performance Improvement, Front to Back Office, Risk Assessment
Education
Plymouth State University 2000 — 2004
Bachelor of Science Degree, Management/Finance/Econonmics
New England College of Finance
Chris Cuffe Chris Cuffe's Investors Bank & Trust Experience 2004 - 2005
Job Relationship Manager AARP Services Inc.
Industry Financial Services
Experience
AARP Services Inc. June 2013 - Present
Ryan's Angels Foundation January 2012 - Present
Collaborative Consulting May 2008 - May 2013
Fidelity Investments October 2005 - May 2008
Culver Careers May 2005 - September 2005
Investors Bank & Trust 2004 - 2005
Skills
Business Analysis, Microsoft Excel, Access, Reporting Systems, Reports, Relationship Management, Building Relationships, Sales, Consulting, Leadership, Customer Service, Vendor Management, Financial Analysis, Management, Recruiting
Education
Providence College 2000 — 2004
BS, Business Management
Reading Memorial High School 1997 — 2000
AARP Services Inc. June 2013 - Present
Ryan's Angels Foundation January 2012 - Present
Collaborative Consulting May 2008 - May 2013
Fidelity Investments October 2005 - May 2008
Culver Careers May 2005 - September 2005
Investors Bank & Trust 2004 - 2005
Skills
Business Analysis, Microsoft Excel, Access, Reporting Systems, Reports, Relationship Management, Building Relationships, Sales, Consulting, Leadership, Customer Service, Vendor Management, Financial Analysis, Management, Recruiting
Education
Providence College 2000 — 2004
BS, Business Management
Reading Memorial High School 1997 — 2000
Ronald Mietzsch Ronald Mietzsch's Investors Bank & Trust Experience April 1998 - January 2007
Job Accounting Support at CoM GROUP INSURANCE COMMISSION
Industry Financial Services
Experience
CoM GROUP INSURANCE COMMISSION October 2011 - Present
TARGET DIRECT MARKETING May 2011 - July 2011
Aggregate Industries December 2010 - December 2010
SALEM STATE UNIVERSITY September 2010 - November 2010
State Street February 2007 - April 2008
Investors Bank & Trust April 1998 - January 2007
Comstar Ambulance Services October 2006 - October 2006
Bank of New York Mellon October 1995 - April 1998
Bank of New York Mellon April 1993 - October 1995
Education
Salem State University 1982 — 1987
BS, Business Administration
CoM GROUP INSURANCE COMMISSION October 2011 - Present
TARGET DIRECT MARKETING May 2011 - July 2011
Aggregate Industries December 2010 - December 2010
SALEM STATE UNIVERSITY September 2010 - November 2010
State Street February 2007 - April 2008
Investors Bank & Trust April 1998 - January 2007
Comstar Ambulance Services October 2006 - October 2006
Bank of New York Mellon October 1995 - April 1998
Bank of New York Mellon April 1993 - October 1995
Education
Salem State University 1982 — 1987
BS, Business Administration
Emily Lafferty Emily Lafferty's Investors Bank & Trust Experience 2006 - 2007
Job Business Development Manager at Brayton Energy
Industry Research
Experience
Brayton Energy February 2013 - Present
Brayton Energy LLC 2013 - 2014
Technology Business Research 2010 - 2012
Fidelity Investments 2007 - 2009
Investors Bank & Trust 2006 - 2007
Skills
Competitive Intelligence, Financial Modeling, Data Analysis, Market Research, Analysis, Business Analysis, Market Intelligence, Financial Analysis, Competitive Analysis, Market Analysis, Microsoft Excel, Research, Valuation, Investments, Forecasting, Management Consulting, Strategy, Cycling, Business Strategy, PowerPoint
Education
Plymouth State University 2009 — 2010
MBA, Management, 3.9
Plymouth State University 2004 — 2006
Bachelor's degree, Business Administration and Management, General, 3.9
Brayton Energy February 2013 - Present
Brayton Energy LLC 2013 - 2014
Technology Business Research 2010 - 2012
Fidelity Investments 2007 - 2009
Investors Bank & Trust 2006 - 2007
Skills
Competitive Intelligence, Financial Modeling, Data Analysis, Market Research, Analysis, Business Analysis, Market Intelligence, Financial Analysis, Competitive Analysis, Market Analysis, Microsoft Excel, Research, Valuation, Investments, Forecasting, Management Consulting, Strategy, Cycling, Business Strategy, PowerPoint
Education
Plymouth State University 2009 — 2010
MBA, Management, 3.9
Plymouth State University 2004 — 2006
Bachelor's degree, Business Administration and Management, General, 3.9
Kelly McKiernan Kelly McKiernan's Investors Bank & Trust Experience July 1998 - February 2004
Job Senior Product Manager at PeopleFluent
Industry Human Resources
Experience
PeopleFluent February 2015 - Present
Bullhorn June 2010 - January 2015
Salary.com October 2007 - May 2010
BrassRing (acquired by Kenexa) November 2004 - October 2007
BrassRing February 2004 - November 2004
Investors Bank & Trust July 1998 - February 2004
AccountPros January 1996 - July 1998
New England Newspaper Supply Company May 1995 - January 1996
Skills
Product Management, Competency Management, SaaS, Agile, Applicant Tracking..., Hiring, Talent Management, Process Improvement, Customer Relations, Talent Acquisition, Recruiting, Mobile Design, Enterprise Search, CRM, Enterprise Software, Agile Methodologies, Management, Sourcing, Interviews, Training, Business Development, Customer Service, Program Management, Strategy, Salesforce.com
Education
Springfield College 1992 — 1994
Bachelor of Science, Liberal Arts
Westfield State College 1990 — 1992
PeopleFluent February 2015 - Present
Bullhorn June 2010 - January 2015
Salary.com October 2007 - May 2010
BrassRing (acquired by Kenexa) November 2004 - October 2007
BrassRing February 2004 - November 2004
Investors Bank & Trust July 1998 - February 2004
AccountPros January 1996 - July 1998
New England Newspaper Supply Company May 1995 - January 1996
Skills
Product Management, Competency Management, SaaS, Agile, Applicant Tracking..., Hiring, Talent Management, Process Improvement, Customer Relations, Talent Acquisition, Recruiting, Mobile Design, Enterprise Search, CRM, Enterprise Software, Agile Methodologies, Management, Sourcing, Interviews, Training, Business Development, Customer Service, Program Management, Strategy, Salesforce.com
Education
Springfield College 1992 — 1994
Bachelor of Science, Liberal Arts
Westfield State College 1990 — 1992
Dean Williams Dean Williams's Investors Bank & Trust Experience 2001 - 2007
Job EVP, Global Human Capital at NTT DATA, Inc. (Formerly Keane)
Industry Human Resources
Experience
NTT DATA, Inc. (formerly Keane) 2007 - Present
Investors Bank & Trust 2001 - 2007
Brown Brothers Harriman 1993 - 2001
Bank of Boston 1990 - 1993
Skills
Talent Acquisition, Recruiting, Talent Management, Organizational Design, Applicant Tracking..., Vendor Management, Change Management, Performance Management, Organizational..., Human Resources, Onboarding, HRIS, Employee Engagement, Deferred Compensation
Education
San Diego State University-California State University 1986 — 1989
MS, Organizational Psychology
University of California, Santa Barbara 1982 — 1986
BA
NTT DATA, Inc. (formerly Keane) 2007 - Present
Investors Bank & Trust 2001 - 2007
Brown Brothers Harriman 1993 - 2001
Bank of Boston 1990 - 1993
Skills
Talent Acquisition, Recruiting, Talent Management, Organizational Design, Applicant Tracking..., Vendor Management, Change Management, Performance Management, Organizational..., Human Resources, Onboarding, HRIS, Employee Engagement, Deferred Compensation
Education
San Diego State University-California State University 1986 — 1989
MS, Organizational Psychology
University of California, Santa Barbara 1982 — 1986
BA
Nancy Barry Nancy Barry's Investors Bank & Trust Experience June 1994 - August 1996
Job Project Manager/Business Analyst at State Street
Industry Information Technology and Services
Experience
State Street April 2012 - Present
Denali Investments November 2008 - March 2012
Fidelity Investments November 1997 - November 2008
First Trade Union Bank November 1996 - November 1997
Investors Bank & Trust June 1994 - August 1996
Education
Simmons College - Simmons School of Management 1991 — 1992
MBA, Marketing
State Street April 2012 - Present
Denali Investments November 2008 - March 2012
Fidelity Investments November 1997 - November 2008
First Trade Union Bank November 1996 - November 1997
Investors Bank & Trust June 1994 - August 1996
Education
Simmons College - Simmons School of Management 1991 — 1992
MBA, Marketing
Eric O'Connor's Investors Bank & Trust Experience May 2006 - June 2008
Job Business Development
Industry Financial Services
Experience
SMARTLedger August 2015 - Present
Team Bio Gas May 2015 - July 2015
Minka Lighting February 2015 - May 2015
Insurance Auto Auctions October 2014 - February 2015
State Street Corporation June 2008 - April 2010
Investors Bank & Trust May 2006 - June 2008
First Highland Management & Development, Inc. 2006 - 2006
Skills
Financial Modeling, Product Management, Finance, Accounting, Analysis, Systems Analysis, Urban Studies, Sustainability, Project Management, Financial Services, Account Reconciliation, Program Management, Nonprofits
Education
Presidio Graduate School 2012 — 2015
MBA/MPA, Sustainability Studies
Reed College 2000 — 2004
B.A., Philosophy
SMARTLedger August 2015 - Present
Team Bio Gas May 2015 - July 2015
Minka Lighting February 2015 - May 2015
Insurance Auto Auctions October 2014 - February 2015
State Street Corporation June 2008 - April 2010
Investors Bank & Trust May 2006 - June 2008
First Highland Management & Development, Inc. 2006 - 2006
Skills
Financial Modeling, Product Management, Finance, Accounting, Analysis, Systems Analysis, Urban Studies, Sustainability, Project Management, Financial Services, Account Reconciliation, Program Management, Nonprofits
Education
Presidio Graduate School 2012 — 2015
MBA/MPA, Sustainability Studies
Reed College 2000 — 2004
B.A., Philosophy
Lindsay Lobao Lindsay Lobao's Investors Bank & Trust Experience 2004 - 2005
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2007 - Present
Morgan Stanley 2007 - 2007
Investors Bank & Trust 2004 - 2005
Education
Roger Williams University 1998 — 2002
BS, Marketing
St. Mary Academy Bay View 1994 — 1998
UBS Financial Services Inc. 2007 - Present
Morgan Stanley 2007 - 2007
Investors Bank & Trust 2004 - 2005
Education
Roger Williams University 1998 — 2002
BS, Marketing
St. Mary Academy Bay View 1994 — 1998
Matthew Russo's Investors Bank & Trust Experience April 2006 - April 2007
Job Partners Account Manager at Omgeo LLC
Industry Financial Services
Experience
Omgeo LLC August 2015 - Present
Omgeo LLC April 2007 - August 2015
Investors Bank & Trust April 2006 - April 2007
Investors Bank & Trust August 2005 - April 2006
Skills
Oasys, Omgeo ALERT, Central Trade Manager, Benchmarks, TradeSuite, Oasys TradeMatch, Fixed Income, Equities, Derivatives, Middle Office, Settlement, Salesforce.com, Mutual Funds, SharePoint, Excel, PowerPoint, Securities, Microsoft Office, FX, Customer Service, Corporate Actions, Risk Management, Business Analysis, Financial Services, Software Documentation, Relationship Management, Back Office, Training, Microsoft Excel, Management
Education
Norwich University 1999 — 2003
BS, Business Management
Omgeo LLC August 2015 - Present
Omgeo LLC April 2007 - August 2015
Investors Bank & Trust April 2006 - April 2007
Investors Bank & Trust August 2005 - April 2006
Skills
Oasys, Omgeo ALERT, Central Trade Manager, Benchmarks, TradeSuite, Oasys TradeMatch, Fixed Income, Equities, Derivatives, Middle Office, Settlement, Salesforce.com, Mutual Funds, SharePoint, Excel, PowerPoint, Securities, Microsoft Office, FX, Customer Service, Corporate Actions, Risk Management, Business Analysis, Financial Services, Software Documentation, Relationship Management, Back Office, Training, Microsoft Excel, Management
Education
Norwich University 1999 — 2003
BS, Business Management
Scott D. MacDonald (LION) Scott D. MacDonald (LION)'s Investors Bank & Trust Experience May 2001 - February 2002
Job Director HR Process Design & Improvement
Industry Human Resources
Experience
Quest Diagnostics October 2014 - Present
Be True to You - Writing & Career Services January 2012 - Present
MetLife August 2010 - July 2014
MetLife July 2007 - August 2010
MetLife February 2006 - July 2007
HSN April 2004 - February 2006
HSN March 2002 - April 2004
Investors Bank & Trust May 2001 - February 2002
Investors Bank & Trust August 1999 - May 2001
Investors Bank & Trust August 1998 - August 1999
Skills
Strategy, Leadership, Management, Process Improvement, Training, Vendor Management, Program Management, Interviews, Project Management, Human Resources, Business Analysis, Team Building, Strategic Planning, Talent Management, Business Intelligence, Change Management, Talent Acquisition, Recruiting, Social Media, Social Networking, Consulting, Applicant Tracking..., Writing, Employee Relations, Resume Writing, Networking, Leadership Development, Career Counseling, Coaching, Career Development, Performance Management, Career Coaching, Organizational..., Employee Benefits, LinkedIn, Data Management, Onboarding, Analysis, Budgets, Public Speaking, Customer Service, Software Documentation, Business Process, Finance, Shared Services, Facebook, Google+, Twitter, Pinterest, Fiction
Education
Southern New Hampshire University 1995 — 1997
BS, Business Management, GPA: 3.46
Quest Diagnostics October 2014 - Present
Be True to You - Writing & Career Services January 2012 - Present
MetLife August 2010 - July 2014
MetLife July 2007 - August 2010
MetLife February 2006 - July 2007
HSN April 2004 - February 2006
HSN March 2002 - April 2004
Investors Bank & Trust May 2001 - February 2002
Investors Bank & Trust August 1999 - May 2001
Investors Bank & Trust August 1998 - August 1999
Skills
Strategy, Leadership, Management, Process Improvement, Training, Vendor Management, Program Management, Interviews, Project Management, Human Resources, Business Analysis, Team Building, Strategic Planning, Talent Management, Business Intelligence, Change Management, Talent Acquisition, Recruiting, Social Media, Social Networking, Consulting, Applicant Tracking..., Writing, Employee Relations, Resume Writing, Networking, Leadership Development, Career Counseling, Coaching, Career Development, Performance Management, Career Coaching, Organizational..., Employee Benefits, LinkedIn, Data Management, Onboarding, Analysis, Budgets, Public Speaking, Customer Service, Software Documentation, Business Process, Finance, Shared Services, Facebook, Google+, Twitter, Pinterest, Fiction
Education
Southern New Hampshire University 1995 — 1997
BS, Business Management, GPA: 3.46
Sara Carle Sara Carle's Investors Bank & Trust Experience August 1998 - November 1999
Job Speech Language Pathologist
Industry
Experience
Ithaca City School District November 2014 - June 2015
CRA Therapy / Community Rehab Associates, Inc. March 2013 - October 2014
Family Enrichment Network September 2008 - February 2013
Beacon City School District September 2002 - September 2008
CellularOne November 1999 - August 2000
Investors Bank & Trust August 1998 - November 1999
Investors Bank & Trust July 1996 - August 1998
Education
State University of New York at New Paltz 2002 — 2005
MSEd in Communication Disorders, Communication Disorders/Speech Language Pathology
State University of New York at New Paltz 2000 — 2002
Bachelor’s Degree, Communication Sciences and Disorders, General
State University of New York College at Oswego 1992 — 1996
Bachelor’s Degree, Mathematics and Business Administration
Ithaca City School District November 2014 - June 2015
CRA Therapy / Community Rehab Associates, Inc. March 2013 - October 2014
Family Enrichment Network September 2008 - February 2013
Beacon City School District September 2002 - September 2008
CellularOne November 1999 - August 2000
Investors Bank & Trust August 1998 - November 1999
Investors Bank & Trust July 1996 - August 1998
Education
State University of New York at New Paltz 2002 — 2005
MSEd in Communication Disorders, Communication Disorders/Speech Language Pathology
State University of New York at New Paltz 2000 — 2002
Bachelor’s Degree, Communication Sciences and Disorders, General
State University of New York College at Oswego 1992 — 1996
Bachelor’s Degree, Mathematics and Business Administration
Daniel McCabe's Investors Bank & Trust Experience September 2003 - November 2004
Job Investor/Board of Director's at BabbleOn Technologies, Inc.
Industry Computer Software
Experience
BabbleOn Technologies, Inc. November 2010 - Present
Sublime Solution November 2009 - January 2014
ZMags Corp. January 2009 - November 2009
Acronis, Inc. April 2008 - January 2009
Acronis Software April 2007 - January 2009
All Business Communications November 2004 - April 2007
Investors Bank & Trust September 2003 - November 2004
Skills
Virtualization, Disaster Recovery, VoIP, VMware, Telecommunications, Software, SaaS, Solution Selling, Salesforce.com, Account Management, Cloud Computing, Sales, New Business Development, Enterprise Software, Sales Management, Storage, Business Development, Strategic Planning, Sales Process, Direct Sales, Customer Satisfaction, Sales Operations, Start-ups, Selling, Professional Services
Education
EMS Training; Ltd. 2014 — 2014
Emergency Medical Technology/Technician (EMT Paramedic)
Quinnipiac University 1998 — 2003
Bachelor Science, Economics
Quinnipiac University - School of Business 1998 — 2003
Bachelor of Science, Economics
Boston College High School 1995 — 1998
BabbleOn Technologies, Inc. November 2010 - Present
Sublime Solution November 2009 - January 2014
ZMags Corp. January 2009 - November 2009
Acronis, Inc. April 2008 - January 2009
Acronis Software April 2007 - January 2009
All Business Communications November 2004 - April 2007
Investors Bank & Trust September 2003 - November 2004
Skills
Virtualization, Disaster Recovery, VoIP, VMware, Telecommunications, Software, SaaS, Solution Selling, Salesforce.com, Account Management, Cloud Computing, Sales, New Business Development, Enterprise Software, Sales Management, Storage, Business Development, Strategic Planning, Sales Process, Direct Sales, Customer Satisfaction, Sales Operations, Start-ups, Selling, Professional Services
Education
EMS Training; Ltd. 2014 — 2014
Emergency Medical Technology/Technician (EMT Paramedic)
Quinnipiac University 1998 — 2003
Bachelor Science, Economics
Quinnipiac University - School of Business 1998 — 2003
Bachelor of Science, Economics
Boston College High School 1995 — 1998
Lisa Garside's Investors Bank & Trust Experience February 1997 - July 2000
Job Owner/Instructor Ohana Yoga
Industry Health, Wellness and Fitness
Experience
Ohana Yoga September 2011 - Present
Yoga with Lisa January 2007 - September 2011
Cape Coral Wellness Center July 2006 - March 2009
Lithe & Easy Yoga March 2006 - October 2008
Seasons of Yoga March 2004 - January 2006
Putnam Investments August 2000 - October 2005
Investors Bank & Trust February 1997 - July 2000
Skills
Yoga, Yoga Nidra, Children's Yoga, Chair Yoga, Hatha Yoga, Mutual Funds, Meditation, Public Speaking, Wellness, Investments, Teaching
Education
Principle-Based Partner Yoga™ 2011 — 2011
Partner Yoga
Lithe & Easy Yoga 2006 — 2008
200 hour Yoga Certificate, Yoga
NESTA - National Endurance & Sports Training Association 2003 — 2004
Yoga and Personal Training
Southern New Hampshire University 2001 — 2002
Masters
University of Massachusetts Lowell 1992 — 1997
Bachelors, Finance and Management
Ohana Yoga September 2011 - Present
Yoga with Lisa January 2007 - September 2011
Cape Coral Wellness Center July 2006 - March 2009
Lithe & Easy Yoga March 2006 - October 2008
Seasons of Yoga March 2004 - January 2006
Putnam Investments August 2000 - October 2005
Investors Bank & Trust February 1997 - July 2000
Skills
Yoga, Yoga Nidra, Children's Yoga, Chair Yoga, Hatha Yoga, Mutual Funds, Meditation, Public Speaking, Wellness, Investments, Teaching
Education
Principle-Based Partner Yoga™ 2011 — 2011
Partner Yoga
Lithe & Easy Yoga 2006 — 2008
200 hour Yoga Certificate, Yoga
NESTA - National Endurance & Sports Training Association 2003 — 2004
Yoga and Personal Training
Southern New Hampshire University 2001 — 2002
Masters
University of Massachusetts Lowell 1992 — 1997
Bachelors, Finance and Management
David Scire David Scire's Investors Bank & Trust Experience October 1995 - April 1997
Job Math Department Chair at CharlotteMecklenburg Schools
Industry Education Management
Experience
Charlotte-Mecklenburg Schools August 2005 - Present
Fidelity Investments April 1997 - January 2005
Investors Bank & Trust October 1995 - April 1997
Skills
Mathematics Education, Special Education, Business Education, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Teaching, Tutoring, Staff Development, Lesson Planning, Classroom Management
Education
Salem State University 2005 — 2005
Master's Degree, Secondary Mathematics Education and Teaching
Salem State University 1990 — 1995
Bachelor's Degree, Business Administration and Management, General
Charlotte-Mecklenburg Schools August 2005 - Present
Fidelity Investments April 1997 - January 2005
Investors Bank & Trust October 1995 - April 1997
Skills
Mathematics Education, Special Education, Business Education, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Teaching, Tutoring, Staff Development, Lesson Planning, Classroom Management
Education
Salem State University 2005 — 2005
Master's Degree, Secondary Mathematics Education and Teaching
Salem State University 1990 — 1995
Bachelor's Degree, Business Administration and Management, General
Julie Feeley, PMP Julie Feeley, PMP's Investors Bank & Trust Experience July 2006 - June 2007
Job Assistant Vice President, Infomediary Implementation Team at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2013 - Present
Brown Brothers Harriman June 2007 - May 2013
Investors Bank & Trust July 2006 - June 2007
Investors Bank & Trust November 2005 - June 2006
Investors Bank & Trust December 2004 - November 2005
Investors Bank & Trust April 2004 - November 2004
Investors Bank & Trust February 2003 - March 2004
Investors Bank & Trust June 2002 - January 2003
Skills
Fund Accounting, Project Management, Best Practices, Fund Administration, Information Mapping, Visio, Middle Office, PowerPoint, Workflow, Process Engineering, PMP, Global Custody, Auditing, Corporate Actions, Fixed Income, Process Improvement
Education
Stonehill College 1998 — 2002
Bachelor of Science (BS) & Bachelor of Arts (BA), Finance and Economics
University of Warwick - Warwick Business School 2000 — 2000
Brown Brothers Harriman May 2013 - Present
Brown Brothers Harriman June 2007 - May 2013
Investors Bank & Trust July 2006 - June 2007
Investors Bank & Trust November 2005 - June 2006
Investors Bank & Trust December 2004 - November 2005
Investors Bank & Trust April 2004 - November 2004
Investors Bank & Trust February 2003 - March 2004
Investors Bank & Trust June 2002 - January 2003
Skills
Fund Accounting, Project Management, Best Practices, Fund Administration, Information Mapping, Visio, Middle Office, PowerPoint, Workflow, Process Engineering, PMP, Global Custody, Auditing, Corporate Actions, Fixed Income, Process Improvement
Education
Stonehill College 1998 — 2002
Bachelor of Science (BS) & Bachelor of Arts (BA), Finance and Economics
University of Warwick - Warwick Business School 2000 — 2000
Emily Howes's Investors Bank & Trust Experience January 2004 - December 2005
Job Portfolio Manager Socially Innovative Investments (S2I) at US Trust/Bank of America
Industry Financial Services
Experience
US Trust/Bank of America May 2014 - Present
Loring, Wolcott & Coolidge September 2013 - April 2014
Morgan Stanley March 2006 - March 2013
Investors Bank & Trust January 2004 - December 2005
Investors Bank & Trust August 2002 - January 2004
Skills
Investments, Portfolio Management, Financial Modeling, Wealth Management, Mutual Funds, Strategic Financial..., Financial Analysis, Series 7, Alternative Investments, Series 63, Fixed Income, Securities, Retirement Planning, Hedge Funds, Investment Advisory, Finance, Equities, Asset Management, Financial Advisory, Investment Strategies, Asset Allocation, Financial Services
Education
Harvard Extension School 2014 — 2016
Sustainability & Environmental Management
Providence College 1998 — 2002
Bachelor of Arts (BA), Economics
US Trust/Bank of America May 2014 - Present
Loring, Wolcott & Coolidge September 2013 - April 2014
Morgan Stanley March 2006 - March 2013
Investors Bank & Trust January 2004 - December 2005
Investors Bank & Trust August 2002 - January 2004
Skills
Investments, Portfolio Management, Financial Modeling, Wealth Management, Mutual Funds, Strategic Financial..., Financial Analysis, Series 7, Alternative Investments, Series 63, Fixed Income, Securities, Retirement Planning, Hedge Funds, Investment Advisory, Finance, Equities, Asset Management, Financial Advisory, Investment Strategies, Asset Allocation, Financial Services
Education
Harvard Extension School 2014 — 2016
Sustainability & Environmental Management
Providence College 1998 — 2002
Bachelor of Arts (BA), Economics
Zeynep Gogus-Duman Zeynep Gogus-Duman's Investors Bank & Trust Experience January 1993 - February 1994
Job Patient Advocate
Industry Real Estate
Experience
Self Employed - Estate Agent August 2012 - Present
Self - Employed January 2002 - Present
New Jersey Spine Center October 2014 - June 2015
FIRST UNION BANK January 1995 - January 1996
AMERICAN SCANDIA October 1995 - December 1995
WALSH CORPORATION February 1995 - April 1995
CARTER'S CHILDREN CLOTHING January 1994 - January 1995
Investors Bank & Trust January 1993 - February 1994
American Express January 1992 - August 1993
ASR AMERICA, INC March 1990 - December 1990
Skills
Management, Finance, Financial Analysis, Insurance, Accounts Payable, Accounting Applications, Microsoft Office 2007, Outlook, Multitasker, Communicative skills, Sales, Budgets, Forecasting, Customer Service, Communicative Skills
Education
NewEducare Institute of Healthcare 2014 — 2014
Medical Billing and Coding
Real Estate 2008 — 2008
Post graduate studies, medical field
Thunderbird School of Global Management 1988 — 1989
MBA, International Business
ARIZONA STATE UNIVERSITY &NORTH CAROLINA STATE UNIVERSITY 1988 — 1988
Post graduate studies; B.Sc, Business Management and Business Law; Biology
Thunderbird School of Global Management 1988 — 1988
MBA, International Business
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1979 — 1984
B.S., Biology
Self Employed - Estate Agent August 2012 - Present
Self - Employed January 2002 - Present
New Jersey Spine Center October 2014 - June 2015
FIRST UNION BANK January 1995 - January 1996
AMERICAN SCANDIA October 1995 - December 1995
WALSH CORPORATION February 1995 - April 1995
CARTER'S CHILDREN CLOTHING January 1994 - January 1995
Investors Bank & Trust January 1993 - February 1994
American Express January 1992 - August 1993
ASR AMERICA, INC March 1990 - December 1990
Skills
Management, Finance, Financial Analysis, Insurance, Accounts Payable, Accounting Applications, Microsoft Office 2007, Outlook, Multitasker, Communicative skills, Sales, Budgets, Forecasting, Customer Service, Communicative Skills
Education
NewEducare Institute of Healthcare 2014 — 2014
Medical Billing and Coding
Real Estate 2008 — 2008
Post graduate studies, medical field
Thunderbird School of Global Management 1988 — 1989
MBA, International Business
ARIZONA STATE UNIVERSITY &NORTH CAROLINA STATE UNIVERSITY 1988 — 1988
Post graduate studies; B.Sc, Business Management and Business Law; Biology
Thunderbird School of Global Management 1988 — 1988
MBA, International Business
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1979 — 1984
B.S., Biology
Mark Ghiloni Mark Ghiloni's Investors Bank & Trust Experience September 2006 - January 2007
Job Parks and Recreation Professional
Industry Sports
Experience
Town of Dover, MA November 2012 - Present
Daniel Webster College September 2010 - November 2012
West Suburban YMCA May 2007 - November 2012
North Central Charter Essential School September 2007 - June 2008
Thundercat Sports, LLC June 2007 - August 2007
Investors Bank & Trust September 2006 - January 2007
Skills
Sports Management, Event Planning, Social Media, Event Management, Public Speaking, Sports Marketing, Fundraising, Microsoft Office, PowerPoint, Community Outreach, Coaching, Customer Service, Higher Education, Management, Leadership, Training
Education
Southern New Hampshire University 2007 — 2008
Master's degree, Sport Administration
Southern New Hampshire University 2001 — 2005
Bachelor of Science (BS), Sport Management
Arlington Catholic
Town of Dover, MA November 2012 - Present
Daniel Webster College September 2010 - November 2012
West Suburban YMCA May 2007 - November 2012
North Central Charter Essential School September 2007 - June 2008
Thundercat Sports, LLC June 2007 - August 2007
Investors Bank & Trust September 2006 - January 2007
Skills
Sports Management, Event Planning, Social Media, Event Management, Public Speaking, Sports Marketing, Fundraising, Microsoft Office, PowerPoint, Community Outreach, Coaching, Customer Service, Higher Education, Management, Leadership, Training
Education
Southern New Hampshire University 2007 — 2008
Master's degree, Sport Administration
Southern New Hampshire University 2001 — 2005
Bachelor of Science (BS), Sport Management
Arlington Catholic
Caroline Baldino Caroline Baldino's Investors Bank & Trust Experience June 2007 - July 2007
Job Fund Accounting Officer at State Street Bank
Industry Financial Services
Experience
Brown Brothers Harriman October 2013 - Present
State Street Bank March 2010 - October 2013
State Street Bank May 2008 - March 2010
State Street Bank July 2007 - May 2008
Investors Bank & Trust June 2007 - July 2007
Investors Bank & Trust July 2006 - June 2007
Skills
Fund Accounting, Bloomberg, Account Reconciliation, Financial Analysis, Mutual Funds, Accounting, Equities, Corporate Actions, Fixed Income, Financial Accounting, Derivatives, Securities, Valuation, Bloomberg Terminal, Financial Statements, Fund Of Funds
Education
Providence College 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Brown Brothers Harriman October 2013 - Present
State Street Bank March 2010 - October 2013
State Street Bank May 2008 - March 2010
State Street Bank July 2007 - May 2008
Investors Bank & Trust June 2007 - July 2007
Investors Bank & Trust July 2006 - June 2007
Skills
Fund Accounting, Bloomberg, Account Reconciliation, Financial Analysis, Mutual Funds, Accounting, Equities, Corporate Actions, Fixed Income, Financial Accounting, Derivatives, Securities, Valuation, Bloomberg Terminal, Financial Statements, Fund Of Funds
Education
Providence College 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Alan Dupre Alan Dupre's Investors Bank & Trust Experience June 2004 - September 2004
Job QA Software Testing Lead at Mass Mutual Financial Group
Industry Information Technology and Services
Experience
Southshore Software QA/BA Group February 2014 - Present
Mass Mutual Financial Group March 2014 - June 2014
Citizens Bank September 2013 - December 2013
Senior Whole Health March 2013 - August 2013
State Street - Global Product Management February 2012 - December 2012
State Street - Retiree Services Product Development July 2010 - February 2012
State Street - Retiree Services Product Development February 2008 - May 2010
State Street Global Advisors February 2005 - February 2008
CitiStreet – Implementation Services September 2004 - January 2005
Investors Bank & Trust June 2004 - September 2004
Skills
Quality Assurance, Software Quality..., Integration, Business Analysis, Business Requirements, SDLC, Financial Services, Product Management, Process Improvement, Requirements Gathering, Product Development, Risk Management, QA Experienced Software..., BA Data Requirements..., TECHNICAL SKILLS..., Testing, Software Documentation
Education
State University of New York College at Purchase 1979 — 1982
Bachelor's degree, Environmental Science
Southshore Software QA/BA Group February 2014 - Present
Mass Mutual Financial Group March 2014 - June 2014
Citizens Bank September 2013 - December 2013
Senior Whole Health March 2013 - August 2013
State Street - Global Product Management February 2012 - December 2012
State Street - Retiree Services Product Development July 2010 - February 2012
State Street - Retiree Services Product Development February 2008 - May 2010
State Street Global Advisors February 2005 - February 2008
CitiStreet – Implementation Services September 2004 - January 2005
Investors Bank & Trust June 2004 - September 2004
Skills
Quality Assurance, Software Quality..., Integration, Business Analysis, Business Requirements, SDLC, Financial Services, Product Management, Process Improvement, Requirements Gathering, Product Development, Risk Management, QA Experienced Software..., BA Data Requirements..., TECHNICAL SKILLS..., Testing, Software Documentation
Education
State University of New York College at Purchase 1979 — 1982
Bachelor's degree, Environmental Science
Kathleen Fulton Kathleen Fulton's Investors Bank & Trust Experience June 2006 - August 2007
Job Assistant Director, Finance at Boston College High School
Industry Accounting
Experience
Boston College High School April 2014 - Present
Boston College High School November 2011 - April 2014
State Street June 2010 - November 2011
State Street August 2007 - June 2010
Investors Bank & Trust June 2006 - August 2007
Investors Bank & Trust March 2006 - June 2006
Investors Bank & Trust November 2005 - March 2006
Investors Bank & Trust August 2004 - November 2005
ECCO Sko A/S September 2003 - December 2003
Skills
Organized Multi-tasker, Spreadsheets, Financial Reporting, Microsoft Office, Account Reconciliation, General Ledger, GAAP, Microsoft Excel, Outstanding time..., Managerial Skills, Non-profits, Hedge Funds, Management, Auditing, Accounts Payable, Financial Statements
Education
Saint Anselm College 2000 — 2004
Bachelor of Arts, Business
Fontbonne Academy 1996 — 2000
Boston College High School April 2014 - Present
Boston College High School November 2011 - April 2014
State Street June 2010 - November 2011
State Street August 2007 - June 2010
Investors Bank & Trust June 2006 - August 2007
Investors Bank & Trust March 2006 - June 2006
Investors Bank & Trust November 2005 - March 2006
Investors Bank & Trust August 2004 - November 2005
ECCO Sko A/S September 2003 - December 2003
Skills
Organized Multi-tasker, Spreadsheets, Financial Reporting, Microsoft Office, Account Reconciliation, General Ledger, GAAP, Microsoft Excel, Outstanding time..., Managerial Skills, Non-profits, Hedge Funds, Management, Auditing, Accounts Payable, Financial Statements
Education
Saint Anselm College 2000 — 2004
Bachelor of Arts, Business
Fontbonne Academy 1996 — 2000
Andrew Lucich Andrew Lucich's Investors Bank & Trust Experience 1989 - 1992
Job Compliance Officer at Brown Advisory | Thoughtful Investing
Industry Investment Management
Experience
Brown Advisory Thoughtful Investing June 2015 - Present
Highmount Capital, LLC May 2010 - June 2015
Capital Formation Group June 1996 - November 2008
Family Capital Trust Co., NA January 2000 - March 2006
Boston Advisors January 1994 - June 1996
Advest, Inc. 1992 - 1996
Investors Bank & Trust 1989 - 1992
Education
Suffolk University - Sawyer Business School 1992 — 1996
University of Massachusetts Boston 1985 — 1988
BS
State University of New York College at Geneseo
Brown Advisory Thoughtful Investing June 2015 - Present
Highmount Capital, LLC May 2010 - June 2015
Capital Formation Group June 1996 - November 2008
Family Capital Trust Co., NA January 2000 - March 2006
Boston Advisors January 1994 - June 1996
Advest, Inc. 1992 - 1996
Investors Bank & Trust 1989 - 1992
Education
Suffolk University - Sawyer Business School 1992 — 1996
University of Massachusetts Boston 1985 — 1988
BS
State University of New York College at Geneseo
Frank Koudelka Frank Koudelka's Investors Bank & Trust Experience September 2001 - July 2007
Job Experienced financial services executive and leader
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
PNC Financial Services Group 2000 - 2001
First Data Investor Services Group 1994 - 2000
National Securities Clearing Corporation (NSCC) March 1994 - August 1994
PaineWebber, Inc. 1986 - 1994
United States Marine Corps May 1983 - April 1987
Skills
Financial Services, Mutual Funds, Fixed Income, Product Development, Asset Allocation, CRM, Market Data, Equities, Securities, Asset Managment, Transfer Agency, Management, ETFs, Process Improvement, Vendor Management, Risk Management, Leadership, SDLC, Alternative Investments, Business Analysis, Customer Service, Relationship Management
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.), Finance, General, 3.49
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
PNC Financial Services Group 2000 - 2001
First Data Investor Services Group 1994 - 2000
National Securities Clearing Corporation (NSCC) March 1994 - August 1994
PaineWebber, Inc. 1986 - 1994
United States Marine Corps May 1983 - April 1987
Skills
Financial Services, Mutual Funds, Fixed Income, Product Development, Asset Allocation, CRM, Market Data, Equities, Securities, Asset Managment, Transfer Agency, Management, ETFs, Process Improvement, Vendor Management, Risk Management, Leadership, SDLC, Alternative Investments, Business Analysis, Customer Service, Relationship Management
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.), Finance, General, 3.49
David J Wilson David J Wilson's Investors Bank & Trust Experience August 2001 - March 2007
Job Software Developer at Quartet Systems
Industry Computer Software
Experience
Quartet Systems November 2011 - Present
Charles Schwab November 2010 - October 2011
State Street Corporation July 2007 - April 2010
Investors Bank & Trust August 2001 - March 2007
Investors Bank & Trust July 1994 - August 2001
Barclays Global Investors 1994 - 2001
Skills
Application Development, SQL Server, .NET, Trading, Trading Systems, Equities, Requirements Analysis, Databases, IT Management, Customer Relations, Software Engineering, SQL, SDLC, Microsoft SQL Server, Unix, Customer Service, Software Development, Business Analysis, Derivatives, Back Office, Software Project..., Visual Basic, Architecture, Disaster Recovery, Data Center, Financial Services, Enterprise Architecture, XML, MS Project, Enterprise Software, Perl, Systems Analysis, VB.NET, Business Process, Outsourcing, Requirements Gathering, Management, Analysis, IT Strategy, Servers, Data Modeling, Architectures, Integration, Solution Architecture, Agile Project Management, Data Warehousing, ETL, Oracle
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Southern Nazarene University 1978 — 1983
BS, Computer Science (Business
Quartet Systems November 2011 - Present
Charles Schwab November 2010 - October 2011
State Street Corporation July 2007 - April 2010
Investors Bank & Trust August 2001 - March 2007
Investors Bank & Trust July 1994 - August 2001
Barclays Global Investors 1994 - 2001
Skills
Application Development, SQL Server, .NET, Trading, Trading Systems, Equities, Requirements Analysis, Databases, IT Management, Customer Relations, Software Engineering, SQL, SDLC, Microsoft SQL Server, Unix, Customer Service, Software Development, Business Analysis, Derivatives, Back Office, Software Project..., Visual Basic, Architecture, Disaster Recovery, Data Center, Financial Services, Enterprise Architecture, XML, MS Project, Enterprise Software, Perl, Systems Analysis, VB.NET, Business Process, Outsourcing, Requirements Gathering, Management, Analysis, IT Strategy, Servers, Data Modeling, Architectures, Integration, Solution Architecture, Agile Project Management, Data Warehousing, ETL, Oracle
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Southern Nazarene University 1978 — 1983
BS, Computer Science (Business
Andrew Pahkim Andrew Pahkim's Investors Bank & Trust Experience September 2003 - July 2005
Job Business Loan Underwriter at SAFE Credit Union
Industry Banking
Experience
SAFE Credit Union July 2014 - Present
NOR-CAL FDC June 2013 - Present
OBDC Small Business Finance July 2012 - July 2014
California Bank & Trust July 2011 - July 2012
First Bank October 2006 - July 2011
Investors Bank & Trust September 2003 - July 2005
Franklin Templeton Investments August 2002 - September 2003
Skills
Financial Analysis, Commercial Lending, Loan Servicing, SBA, Credit Analysis, Loans, Banking, Underwriting, Credit
Education
San Jose State University 1998 — 2006
B.S., Business Administration, Finance
San Francisco State University 1996 — 1998
SAFE Credit Union July 2014 - Present
NOR-CAL FDC June 2013 - Present
OBDC Small Business Finance July 2012 - July 2014
California Bank & Trust July 2011 - July 2012
First Bank October 2006 - July 2011
Investors Bank & Trust September 2003 - July 2005
Franklin Templeton Investments August 2002 - September 2003
Skills
Financial Analysis, Commercial Lending, Loan Servicing, SBA, Credit Analysis, Loans, Banking, Underwriting, Credit
Education
San Jose State University 1998 — 2006
B.S., Business Administration, Finance
San Francisco State University 1996 — 1998
Greg DeMattos's Investors Bank & Trust Experience August 2006 - August 2007
Job Senior Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments August 2007 - August 2012
Investors Bank & Trust August 2006 - August 2007
MFS Investment Management October 2004 - August 2006
State Street September 1996 - October 2004
Skills
Mutual Funds, Investments
Education
Providence College
Bachelor of Science (BS), Finance
Fidelity Investments August 2012 - Present
Fidelity Investments August 2007 - August 2012
Investors Bank & Trust August 2006 - August 2007
MFS Investment Management October 2004 - August 2006
State Street September 1996 - October 2004
Skills
Mutual Funds, Investments
Education
Providence College
Bachelor of Science (BS), Finance
Sara Hagan's Investors Bank & Trust Experience 2006 - 2007
Job Analyst, Investment Operations at Panagora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management March 2008 - Present
State Street October 2007 - February 2008
Investors Bank & Trust 2006 - 2007
Skills
Mutual Funds, Investments, Equities, Hedge Funds, Fixed Income, Derivatives, Financial Services
Education
Providence College 2002 — 2006
Bachelor of Science, Finance
PanAgora Asset Management March 2008 - Present
State Street October 2007 - February 2008
Investors Bank & Trust 2006 - 2007
Skills
Mutual Funds, Investments, Equities, Hedge Funds, Fixed Income, Derivatives, Financial Services
Education
Providence College 2002 — 2006
Bachelor of Science, Finance
Manas Vaidya Manas Vaidya's Investors Bank & Trust Experience September 2009 - December 2010
Job Tableau Developer at Plains Capital Bank
Industry Computer Software
Experience
Light House Guild Healthcare Systems June 2014 - Present
Carolinas HealthCare System August 2013 - May 2014
Guide One Insurance June 2012 - August 2013
Yodle October 2011 - June 2012
East Coast Telecom December 2010 - October 2011
Investors Bank & Trust September 2009 - December 2010
Euromonitor International July 2008 - September 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Tableau, C++, AutoCAD, SAP ERP, Arena Simulation..., RapidMiner, TriLOGI
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2004 — 2008
Bachelor's degree, Engineering
Light House Guild Healthcare Systems June 2014 - Present
Carolinas HealthCare System August 2013 - May 2014
Guide One Insurance June 2012 - August 2013
Yodle October 2011 - June 2012
East Coast Telecom December 2010 - October 2011
Investors Bank & Trust September 2009 - December 2010
Euromonitor International July 2008 - September 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Tableau, C++, AutoCAD, SAP ERP, Arena Simulation..., RapidMiner, TriLOGI
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2004 — 2008
Bachelor's degree, Engineering
Brian Binkoski's Investors Bank & Trust Experience April 2005 - April 2008
Job Client Operations Manager at Eagle Investment Systems
Industry Information Technology and Services
Experience
Eagle Investment Systems June 2013 - Present
Deutsche Bank November 2008 - June 2015
State Street Bank April 2008 - November 2008
Investors Bank & Trust April 2005 - April 2008
Skills
Fixed Income, Sales, Financial Analysis, Investments, Financial Modeling, Financial Services, Equities, Valuation, Asset Management, Risk Management, Portfolio Management
Education
Rollins College 2000 — 2004
Bachelor of Arts (BA), Sociology
Belmont Hill School 1997 — 2000
Eagle Investment Systems June 2013 - Present
Deutsche Bank November 2008 - June 2015
State Street Bank April 2008 - November 2008
Investors Bank & Trust April 2005 - April 2008
Skills
Fixed Income, Sales, Financial Analysis, Investments, Financial Modeling, Financial Services, Equities, Valuation, Asset Management, Risk Management, Portfolio Management
Education
Rollins College 2000 — 2004
Bachelor of Arts (BA), Sociology
Belmont Hill School 1997 — 2000
Cara Meringolo's Investors Bank & Trust Experience April 2000 - June 2007
Job Vice President, HR Business Partner at State Street Corporation
Industry Financial Services
Experience
State Street Corporation March 2013 - Present
State Street Corporation July 2007 - March 2013
Investors Bank & Trust April 2000 - June 2007
Fidelity Investments (Veritude) 1996 - 2000
Fidelity Investments 1993 - 1996
Skills
Talent Management, Human Resources, Talent Acquisition, Onboarding, Performance Management, Workforce Planning, Leadership, Change Management, Employee Relations
Education
Simmons College
State Street Corporation March 2013 - Present
State Street Corporation July 2007 - March 2013
Investors Bank & Trust April 2000 - June 2007
Fidelity Investments (Veritude) 1996 - 2000
Fidelity Investments 1993 - 1996
Skills
Talent Management, Human Resources, Talent Acquisition, Onboarding, Performance Management, Workforce Planning, Leadership, Change Management, Employee Relations
Education
Simmons College
Joseph Torpey's Investors Bank & Trust Experience January 2004 - June 2007
Job
Industry Financial Services
Experience
State Street 2007 - Present
Investors Bank & Trust January 2004 - June 2007
Skills
Money Market, Banking, Fixed Income, Funding, Bloomberg, Asset Management
Education
Saint Anselm College 1999 — 2003
Nashua High
State Street 2007 - Present
Investors Bank & Trust January 2004 - June 2007
Skills
Money Market, Banking, Fixed Income, Funding, Bloomberg, Asset Management
Education
Saint Anselm College 1999 — 2003
Nashua High
Patricia Connolly's Investors Bank & Trust Experience September 1985 - February 2009
Job
Industry Computer Software
Experience
Investors Bank & Trust September 1985 - February 2009
Skills
Corporate Actions, SDLC, Fixed Income, Fund Accounting, Business Analysis, Financial Services, Requirements Analysis, Mutual Funds, Alternative Investments, Analysis, Back Office, Business Requirements, Client Services, Derivatives, Middle Office, Process Improvement, Project Management, Software Project..., Systems Analysis, User Acceptance Testing, Requirements Gathering
Education
Simmons College 1981 — 1985
Investors Bank & Trust September 1985 - February 2009
Skills
Corporate Actions, SDLC, Fixed Income, Fund Accounting, Business Analysis, Financial Services, Requirements Analysis, Mutual Funds, Alternative Investments, Analysis, Back Office, Business Requirements, Client Services, Derivatives, Middle Office, Process Improvement, Project Management, Software Project..., Systems Analysis, User Acceptance Testing, Requirements Gathering
Education
Simmons College 1981 — 1985
Peter Moon's Investors Bank & Trust Experience August 2005 - July 2007
Job Technical Product Manager at Omgeo
Industry Financial Services
Experience
Omgeo February 2013 - Present
PrO Unlimited July 2010 - January 2013
Olmstead Associates July 2007 - July 2010
Investors Bank & Trust August 2005 - July 2007
Mellon Financial February 2002 - July 2005
Mellon Financial April 1996 - February 2002
Mellon Financial April 1993 - April 1996
Boston Safe Deposit & Trust August 1989 - April 1993
Skills
SWIFT, XML, Global Custody, bus, Operations, Settlements, Equities, FX, Back Office, Payments, SWIFT messaging, Business Analysis
Education
Thunderbird School of Global Management 1988 — 1989
MBA in International Business, International Business
Saint Michael's College 1983 — 1987
BA, Major in Business, Minor in German
Omgeo February 2013 - Present
PrO Unlimited July 2010 - January 2013
Olmstead Associates July 2007 - July 2010
Investors Bank & Trust August 2005 - July 2007
Mellon Financial February 2002 - July 2005
Mellon Financial April 1996 - February 2002
Mellon Financial April 1993 - April 1996
Boston Safe Deposit & Trust August 1989 - April 1993
Skills
SWIFT, XML, Global Custody, bus, Operations, Settlements, Equities, FX, Back Office, Payments, SWIFT messaging, Business Analysis
Education
Thunderbird School of Global Management 1988 — 1989
MBA in International Business, International Business
Saint Michael's College 1983 — 1987
BA, Major in Business, Minor in German
Kristen Laverty's Investors Bank & Trust Experience April 2002 - November 2005
Job Vice PresidentState Street Corporation
Industry Financial Services
Experience
State Street Corporation August 2007 - Present
Investors Bank and Trust November 2005 - July 2007
Investors Bank & Trust April 2002 - November 2005
State Street Bank January 2000 - February 2002
State Street Toronto January 1999 - December 1999
Education
Regis College
State Street Corporation August 2007 - Present
Investors Bank and Trust November 2005 - July 2007
Investors Bank & Trust April 2002 - November 2005
State Street Bank January 2000 - February 2002
State Street Toronto January 1999 - December 1999
Education
Regis College
Courtney Olson (Shahood)'s Investors Bank & Trust Experience July 1997 - July 2007
Job Managing Director, International Fund Services, A State Street Company
Industry Financial Services
Experience
International Fund Services, A State Street Company July 2007 - Present
Investors Bank & Trust July 1997 - July 2007
Skills
Hedge Funds, Fund Accounting, Mutual Funds, Securities, Alternative Investments, Equities, Fixed Income, Investments, Fund Of Funds, Bloomberg, Derivatives, Corporate Actions, ETFs, Fund Administration
Education
Providence College 1993 — 1997
International Fund Services, A State Street Company July 2007 - Present
Investors Bank & Trust July 1997 - July 2007
Skills
Hedge Funds, Fund Accounting, Mutual Funds, Securities, Alternative Investments, Equities, Fixed Income, Investments, Fund Of Funds, Bloomberg, Derivatives, Corporate Actions, ETFs, Fund Administration
Education
Providence College 1993 — 1997
Elizabeth Civitci's Investors Bank & Trust Experience August 2006 - July 2007
Job Senior Corporate Counsel at NetCracker
Industry Telecommunications
Experience
NetCracker May 2014 - Present
Charles River Development March 2013 - May 2014
Charles River Development May 2008 - March 2013
State Street July 2007 - May 2008
Investors Bank & Trust August 2006 - July 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2000 - August 2002
Skills
Contract Negotiation, Licensing Negotiations, Legal Counseling, Business Strategy, Licensed Real Estate..., Strategy, Licensing, Privacy Law, Analysis
Education
Suffolk University - Sawyer School of Management 2005 — 2006
MBA
Suffolk University Law School 2002 — 2005
JD
Skidmore College 1996 — 2000
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
NetCracker May 2014 - Present
Charles River Development March 2013 - May 2014
Charles River Development May 2008 - March 2013
State Street July 2007 - May 2008
Investors Bank & Trust August 2006 - July 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2000 - August 2002
Skills
Contract Negotiation, Licensing Negotiations, Legal Counseling, Business Strategy, Licensed Real Estate..., Strategy, Licensing, Privacy Law, Analysis
Education
Suffolk University - Sawyer School of Management 2005 — 2006
MBA
Suffolk University Law School 2002 — 2005
JD
Skidmore College 1996 — 2000
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Rosemarie Zampitella's Investors Bank & Trust Experience October 2001 - January 2003
Job Computer Software Consultant
Industry Computer Software
Experience
BrassRing 2004 - 2005
Investors Bank & Trust October 2001 - January 2003
CommercialWare April 2000 - September 2001
KPMG Consulting 1994 - 2000
Skills
Business Analysis, SaaS, SDLC, Enterprise Software, Agile Methodologies, CRM, Business Intelligence, Software Development, Integration, IT Strategy, Requirements Analysis, Enterprise Architecture, Software Project..., SQL, Business Process
Education
Salem State University 1987 — 1992
BrassRing 2004 - 2005
Investors Bank & Trust October 2001 - January 2003
CommercialWare April 2000 - September 2001
KPMG Consulting 1994 - 2000
Skills
Business Analysis, SaaS, SDLC, Enterprise Software, Agile Methodologies, CRM, Business Intelligence, Software Development, Integration, IT Strategy, Requirements Analysis, Enterprise Architecture, Software Project..., SQL, Business Process
Education
Salem State University 1987 — 1992
Craig Ott's Investors Bank & Trust Experience 2005 - 2006
Job Sr. Account Executive, VFA an Accruent Company
Industry Commercial Real Estate
Experience
VFA September 2006 - Present
Investors Bank & Trust 2005 - 2006
Fidelity Investments 2002 - 2005
Standard & Poor's 1999 - 2002
Fidelity Investments 1998 - 1999
Thomson Financial 1996 - 1998
Bryant Electric Co 1991 - 1996
Skills
Enterprise Software, SaaS, Lead Generation, Strategic Planning, Contract Negotiation, Business Development, Strategic Partnerships, Professional Services, New Business Development, Program Management, Solution Selling, Budgets, Sales, Start-ups, Project Management, Salesforce.com, Sales Management
Education
Siena College 1980 — 1984
Bachelor's Degree
VFA September 2006 - Present
Investors Bank & Trust 2005 - 2006
Fidelity Investments 2002 - 2005
Standard & Poor's 1999 - 2002
Fidelity Investments 1998 - 1999
Thomson Financial 1996 - 1998
Bryant Electric Co 1991 - 1996
Skills
Enterprise Software, SaaS, Lead Generation, Strategic Planning, Contract Negotiation, Business Development, Strategic Partnerships, Professional Services, New Business Development, Program Management, Solution Selling, Budgets, Sales, Start-ups, Project Management, Salesforce.com, Sales Management
Education
Siena College 1980 — 1984
Bachelor's Degree
Carlo Spagnuolo's Investors Bank & Trust Experience 1995 - 2007
Job Vice President at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon February 2014 - Present
TD Bank Financial Group October 2009 - January 2014
State Street January 1995 - March 2009
Investors Bank & Trust 1995 - 2007
Skills
Mutual Funds, Financial Services, Relationship Management, Wealth Management, Valuation, Back Office, Financial Reporting, Fund Accounting, Corporate Actions
Education
Ryerson University 1990 — 1994
CIBC Mellon February 2014 - Present
TD Bank Financial Group October 2009 - January 2014
State Street January 1995 - March 2009
Investors Bank & Trust 1995 - 2007
Skills
Mutual Funds, Financial Services, Relationship Management, Wealth Management, Valuation, Back Office, Financial Reporting, Fund Accounting, Corporate Actions
Education
Ryerson University 1990 — 1994
Kristen St. Hilaire's Investors Bank & Trust Experience 2002 - 2007
Job AllianceBernstein Assistant Vice President Fund Admin Projects
Industry Accounting
Experience
Alliance Bernstein March 2007 - Present
Alliance Bernstiein 2007 - 2008
Investors Bank & Trust 2002 - 2007
Skills
Fund Accounting, Equities, Fixed Income, Hedge Funds, Investments
Education
Providence College 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Alliance Bernstein March 2007 - Present
Alliance Bernstiein 2007 - 2008
Investors Bank & Trust 2002 - 2007
Skills
Fund Accounting, Equities, Fixed Income, Hedge Funds, Investments
Education
Providence College 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Nicole De Pena's Investors Bank & Trust Experience 2005 - 2007
Job Client Intake Specialist
Industry Investment Management
Experience
Loomis Sayles June 2008 - June 2013
Thomas Weisel Partners 2007 - 2008
Investors Bank & Trust 2005 - 2007
Thomas Weisel Partners 2002 - 2003
Skills
Series 63, Series 7, Fixed Income, Mutual Funds, Capital Markets, Bloomberg, Equities, Equity Research, Hedge Funds, Options, Trading Systems, Securities, Relationship Management, Alternative Investments, Asset Allocation
Education
Saint Michael's College 1994 — 1998
Bachelor of Science (B.S.), Businesss Administration
saugus high school 1990 — 1994
Loomis Sayles June 2008 - June 2013
Thomas Weisel Partners 2007 - 2008
Investors Bank & Trust 2005 - 2007
Thomas Weisel Partners 2002 - 2003
Skills
Series 63, Series 7, Fixed Income, Mutual Funds, Capital Markets, Bloomberg, Equities, Equity Research, Hedge Funds, Options, Trading Systems, Securities, Relationship Management, Alternative Investments, Asset Allocation
Education
Saint Michael's College 1994 — 1998
Bachelor of Science (B.S.), Businesss Administration
saugus high school 1990 — 1994
Landgie Jeanty's Investors Bank & Trust Experience August 2006 - July 2007
Job Business Analyst at State Street Bank & Trust
Industry Financial Services
Experience
State Street Bank & Trust July 2007 - Present
Investors Bank & Trust August 2006 - July 2007
Investors Bank & Trust Co. April 2005 - August 2006
Investors Bank & Trust Co. March 1999 - April 2005
Skills
Fund Accounting, Corporate Actions, Fixed Income, Equities, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Asset Management, Investments
Education
Springfield College 1994 — 1998
State Street Bank & Trust July 2007 - Present
Investors Bank & Trust August 2006 - July 2007
Investors Bank & Trust Co. April 2005 - August 2006
Investors Bank & Trust Co. March 1999 - April 2005
Skills
Fund Accounting, Corporate Actions, Fixed Income, Equities, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Asset Management, Investments
Education
Springfield College 1994 — 1998
Jason Morad's Investors Bank & Trust Experience March 1998 - August 2000
Job Chief Investment Officer at Capital Formation Group
Industry Investment Management
Experience
Capital Formation Group July 2007 - Present
Hale and Dorr Capital Management August 2000 - July 2007
Investors Bank & Trust March 1998 - August 2000
Skills
Venture Capital, Electronic Trading, Bonds, Equities, Structured Products, Investments, Corporate Finance, Asset Allocation, Separately Managed..., Equity Research, Financial Reporting, Fixed Income, Proprietary Trading, Securities, Alternative Investments, Investment Advisory, Investment Banking, Equity Trading, Asset Management, Investment Management, ETFs, Financial Services, Valuation, Mergers & Acquisitions, Derivatives, Hedge Funds, Options, Trading, Series 7, FINRA, Mutual Funds, Strategic Financial..., Investment Strategies, Commodity, Financial Advisory, Emerging Markets, Private Equity, Series 63, Portfolio Management, Trading Systems, Wealth Management, Series 65, High Net Worth..., Financial Modeling, Due Diligence, Asset Managment, Risk Management, Wealth Management..., Capital Markets, Financial Markets
Education
Pepperdine University School of Law 1993 — 1996
J.D.
Vanderbilt University 1988 — 1992
Bachelor of Arts (B.A.)
Capital Formation Group July 2007 - Present
Hale and Dorr Capital Management August 2000 - July 2007
Investors Bank & Trust March 1998 - August 2000
Skills
Venture Capital, Electronic Trading, Bonds, Equities, Structured Products, Investments, Corporate Finance, Asset Allocation, Separately Managed..., Equity Research, Financial Reporting, Fixed Income, Proprietary Trading, Securities, Alternative Investments, Investment Advisory, Investment Banking, Equity Trading, Asset Management, Investment Management, ETFs, Financial Services, Valuation, Mergers & Acquisitions, Derivatives, Hedge Funds, Options, Trading, Series 7, FINRA, Mutual Funds, Strategic Financial..., Investment Strategies, Commodity, Financial Advisory, Emerging Markets, Private Equity, Series 63, Portfolio Management, Trading Systems, Wealth Management, Series 65, High Net Worth..., Financial Modeling, Due Diligence, Asset Managment, Risk Management, Wealth Management..., Capital Markets, Financial Markets
Education
Pepperdine University School of Law 1993 — 1996
J.D.
Vanderbilt University 1988 — 1992
Bachelor of Arts (B.A.)
Kathleen Kubit's Investors Bank & Trust Experience 1989 - 2000
Job Advocate at Disability Policy Consortium
Industry Professional Training & Coaching
Experience
Disability Policy Consortium June 2014 - Present
K2Diversity November 2011 - Present
Independ Project Manager; HealthCare May 2011 - November 2011
Independant Project Manager April 2011 - August 2011
BNY Mellon December 2000 - June 2011
BEWI Productions 1984 - 2011
Credit Lyonnais Securities 2000 - 2001
Investors Bank & Trust 1989 - 2000
Action Environmental, Inc. 1989 - 1990
Putnam Investments 1989 - 1990
Skills
Fundraising, Non-profits, Program Management, Vendor Management, Business Analysis, Process Improvement, Customer Relations, Team Building, Change Management, Budgeting, Compliance, Risk Management, Financial Analysis, SDLC, Accounting, Outlook, Business Strategy, Lotus Notes, Excel, Problem Solving, Microsoft Office, Quality Assurance, Team Leadership, Analysis, PowerPoint, Word, Asset Management, Investments, Mentoring, Planning, Mergers, Requirements Analysis, Product Development, Portfolio Management, Business Management, Documentation, Contract Negotiation, Customer Service, Product Management, SharePoint, Public Speaking, Banking, Business Process..., Management Consulting, Management, Leadership, Financial Services, Wealth Management, Executive Management, Business Process
Education
Simmons College
B.S.
Disability Policy Consortium June 2014 - Present
K2Diversity November 2011 - Present
Independ Project Manager; HealthCare May 2011 - November 2011
Independant Project Manager April 2011 - August 2011
BNY Mellon December 2000 - June 2011
BEWI Productions 1984 - 2011
Credit Lyonnais Securities 2000 - 2001
Investors Bank & Trust 1989 - 2000
Action Environmental, Inc. 1989 - 1990
Putnam Investments 1989 - 1990
Skills
Fundraising, Non-profits, Program Management, Vendor Management, Business Analysis, Process Improvement, Customer Relations, Team Building, Change Management, Budgeting, Compliance, Risk Management, Financial Analysis, SDLC, Accounting, Outlook, Business Strategy, Lotus Notes, Excel, Problem Solving, Microsoft Office, Quality Assurance, Team Leadership, Analysis, PowerPoint, Word, Asset Management, Investments, Mentoring, Planning, Mergers, Requirements Analysis, Product Development, Portfolio Management, Business Management, Documentation, Contract Negotiation, Customer Service, Product Management, SharePoint, Public Speaking, Banking, Business Process..., Management Consulting, Management, Leadership, Financial Services, Wealth Management, Executive Management, Business Process
Education
Simmons College
B.S.
Deborah Brennan (O'Leary)'s Investors Bank & Trust Experience 2005 - 2007
Job Financial Services Professional, Custody Operations and Client Management
Industry Financial Services
Experience
State Street Bank 2007 - 2014
Investors Bank & Trust 2005 - 2007
Investors Bank & Trust 2000 - 2004
Investors Bank & Trust 1998 - 2000
Investors Bank & Trust 1994 - 1997
Skills
Financial Services, Mutual Funds, Client Services, Fixed Income, Securities, Equities, Fund Accounting, Global Custody, Middle Office, Banking, SEI Trust 3000, Global Plus, Risk Management, Account Reconciliation, Back Office, Custodial Services, Corporate Actions, Class Actions, Management, Mergers & Acquisitions, Financial Risk
Education
Salem State College 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
State Street Bank 2007 - 2014
Investors Bank & Trust 2005 - 2007
Investors Bank & Trust 2000 - 2004
Investors Bank & Trust 1998 - 2000
Investors Bank & Trust 1994 - 1997
Skills
Financial Services, Mutual Funds, Client Services, Fixed Income, Securities, Equities, Fund Accounting, Global Custody, Middle Office, Banking, SEI Trust 3000, Global Plus, Risk Management, Account Reconciliation, Back Office, Custodial Services, Corporate Actions, Class Actions, Management, Mergers & Acquisitions, Financial Risk
Education
Salem State College 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Cindy Botchis's Investors Bank & Trust Experience November 2001 - March 2003
Job Manager Strategy and Market/Competitive Intelligence at Medtronic
Industry Accounting
Experience
Medtronic January 2015 - Present
Covidien August 2014 - January 2015
Covidien 2010 - August 2014
Covidien April 2008 - January 2010
BearingPoint February 2004 - April 2008
Investors Bank & Trust November 2001 - March 2003
Lend Lease February 1998 - December 2001
KPMG January 1995 - February 1998
Skills
Hyperion Enterprise, Consolidation, Financial Analysis, Auditing, CPA, Financial Accounting, System Design, Financial Systems Design, Financial System..., Financial Systems, Data Management, Data Quality, Data Integrity, Hyperion, Hyperion Financial..., Hyperion Planning and..., Financial Data Quality..., Financial Data..., KCI Control (Financial..., Sarbanes-Oxley Act, SEC filings, Account Reconciliation
Education
Keller Gradute School - Online 2000 — 2003
MBA
Penn State University 1990 — 1994
BS, Accounting
Bedford High School, Bedford, MA 1986 — 1990
Medtronic January 2015 - Present
Covidien August 2014 - January 2015
Covidien 2010 - August 2014
Covidien April 2008 - January 2010
BearingPoint February 2004 - April 2008
Investors Bank & Trust November 2001 - March 2003
Lend Lease February 1998 - December 2001
KPMG January 1995 - February 1998
Skills
Hyperion Enterprise, Consolidation, Financial Analysis, Auditing, CPA, Financial Accounting, System Design, Financial Systems Design, Financial System..., Financial Systems, Data Management, Data Quality, Data Integrity, Hyperion, Hyperion Financial..., Hyperion Planning and..., Financial Data Quality..., Financial Data..., KCI Control (Financial..., Sarbanes-Oxley Act, SEC filings, Account Reconciliation
Education
Keller Gradute School - Online 2000 — 2003
MBA
Penn State University 1990 — 1994
BS, Accounting
Bedford High School, Bedford, MA 1986 — 1990
Sumiran Basnet's Investors Bank & Trust Experience September 2004 - August 2005
Job Assistant Vice President, Vendor Management Officer at Berkshire Bank
Industry Banking
Experience
Berkshire Bank April 2014 - Present
Berkshire Bank March 2012 - March 2014
Berkshire Bank March 2011 - March 2012
John Hancock June 2008 - March 2011
Army National Guard April 2000 - April 2009
State Street Corp August 2005 - June 2008
Investors Bank & Trust September 2004 - August 2005
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Financial Statements, Account Reconciliation, Sarbanes-Oxley Act, Finance, Financial Accounting, Vendor Management, Financial Services
Education
Southern New Hampshire University 2013 — 2015
Master's degree, Accounting
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts (BA), English
Berkshire Bank April 2014 - Present
Berkshire Bank March 2012 - March 2014
Berkshire Bank March 2011 - March 2012
John Hancock June 2008 - March 2011
Army National Guard April 2000 - April 2009
State Street Corp August 2005 - June 2008
Investors Bank & Trust September 2004 - August 2005
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Financial Statements, Account Reconciliation, Sarbanes-Oxley Act, Finance, Financial Accounting, Vendor Management, Financial Services
Education
Southern New Hampshire University 2013 — 2015
Master's degree, Accounting
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts (BA), English
Sheila McClorey's Investors Bank & Trust Experience 1990 - 2007
Job Vice President Compliance and Fund Services at State Street Bank
Industry Financial Services
Experience
State Street Bank Vice President, Compliance Fund ServicesState Street2006 - Present
State Street Bank 2007 - 2009
Investors Bank & Trust 1990 - 2007
Skills
Mutual Funds, Hedge Funds, Fixed Income, Financial Services, Securities, Fund Services
Education
Simmons College - Simmons School of Management
MBA, Business Administration
State Street Bank Vice President, Compliance Fund ServicesState Street2006 - Present
State Street Bank 2007 - 2009
Investors Bank & Trust 1990 - 2007
Skills
Mutual Funds, Hedge Funds, Fixed Income, Financial Services, Securities, Fund Services
Education
Simmons College - Simmons School of Management
MBA, Business Administration
Todd Nickerson's Investors Bank & Trust Experience June 2005 - June 2006
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2006 - Present
Investors Bank & Trust June 2005 - June 2006
State Street February 2001 - January 2005
Fidelity Investments 2005 - 2005
Skills
Mutual Funds, Fund Accounting, Custody, Settlements, Software Project..., Project Implementation, Lean Initiatives, Client Service, Client Relationship..., Process Improvement, Process Engineering, Risk Management, Change Management, Internal Audit, Financial Reporting, Sungard, Board Reporting, Talent Assessment, Performance Improvement, Performance Management, Metrics Analysis, Compliance Audits, Global Custody, Corporate Actions, Internal Controls
Education
Providence College 1990 — 1994
BS, Business Administration
JP Morgan Chase June 2006 - Present
Investors Bank & Trust June 2005 - June 2006
State Street February 2001 - January 2005
Fidelity Investments 2005 - 2005
Skills
Mutual Funds, Fund Accounting, Custody, Settlements, Software Project..., Project Implementation, Lean Initiatives, Client Service, Client Relationship..., Process Improvement, Process Engineering, Risk Management, Change Management, Internal Audit, Financial Reporting, Sungard, Board Reporting, Talent Assessment, Performance Improvement, Performance Management, Metrics Analysis, Compliance Audits, Global Custody, Corporate Actions, Internal Controls
Education
Providence College 1990 — 1994
BS, Business Administration
Jonathan Hogan's Investors Bank & Trust Experience November 2006 - August 2007
Job Strategic Financial Planning and Analysis at BAE Systems
Industry Defense & Space
Experience
BAE Systems August 2014 - Present
NEPC, LLC April 2011 - August 2014
NEPC, LLC December 2010 - April 2011
NEPC, LLC September 2008 - December 2010
NEPC, LLC September 2007 - September 2008
Investors Bank & Trust November 2006 - August 2007
Skills
Mergers & Acquisitions, Divestitures, Company Valuation, Strategic Financial..., Financial Modeling, Lean Six Sigma, Value Stream Mapping, Project Management, Business Process..., Defense Contracting, Financial Analysis, Finance, Valuation, Financial Reporting, Aerospace Industries, Defense Sector, Earned Value Management, Mutual Funds, Portfolio Management, Bloomberg, Asset Allocation, Financial Services, Alternative Investments, Equities, Investments, Hedge Funds, Investment Management, Asset Management, Investment Strategies, Fixed Income, Investment Advisory, Marketing Strategy, Program Management, Microsoft Excel, Private Equity, Microsoft Office
Education
Plymouth State University 2006 — 2009
MBA, Business Management; Finance & Investment
Plymouth State University 2003 — 2005
BS, Business Management; Minor: Psychology
University of Massachusetts Lowell 2001 — 2003
BS, Business Management
BAE Systems August 2014 - Present
NEPC, LLC April 2011 - August 2014
NEPC, LLC December 2010 - April 2011
NEPC, LLC September 2008 - December 2010
NEPC, LLC September 2007 - September 2008
Investors Bank & Trust November 2006 - August 2007
Skills
Mergers & Acquisitions, Divestitures, Company Valuation, Strategic Financial..., Financial Modeling, Lean Six Sigma, Value Stream Mapping, Project Management, Business Process..., Defense Contracting, Financial Analysis, Finance, Valuation, Financial Reporting, Aerospace Industries, Defense Sector, Earned Value Management, Mutual Funds, Portfolio Management, Bloomberg, Asset Allocation, Financial Services, Alternative Investments, Equities, Investments, Hedge Funds, Investment Management, Asset Management, Investment Strategies, Fixed Income, Investment Advisory, Marketing Strategy, Program Management, Microsoft Excel, Private Equity, Microsoft Office
Education
Plymouth State University 2006 — 2009
MBA, Business Management; Finance & Investment
Plymouth State University 2003 — 2005
BS, Business Management; Minor: Psychology
University of Massachusetts Lowell 2001 — 2003
BS, Business Management
Todd Duquette's Investors Bank & Trust Experience 1997 - 1998
Job Assoc. Director, Financial Analysis at AT&T
Industry Telecommunications
Experience
AT&T (Mobility) June 2003 - Present
PRG-Schultz 2002 - 2003
Corechange 1998 - 2002
Investors Bank & Trust 1997 - 1998
Education
Purdue University 1993 — 1997
Medfield High 1989 — 1993
AT&T (Mobility) June 2003 - Present
PRG-Schultz 2002 - 2003
Corechange 1998 - 2002
Investors Bank & Trust 1997 - 1998
Education
Purdue University 1993 — 1997
Medfield High 1989 — 1993
Sean Swesey's Investors Bank & Trust Experience 2004 - 2007
Job Associate APSG AUM at BlackRock
Industry Financial Services
Experience
BlackRock November 2010 - Present
BlackRock December 2009 - November 2010
Barclays Global Investors October 2007 - December 2009
Investors Bank & Trust 2004 - 2007
Skills
Fixed Income, Mutual Funds, Securities, Valuation, Financial Risk, Equities
Education
Sonoma State University 2000 — 2004
BlackRock November 2010 - Present
BlackRock December 2009 - November 2010
Barclays Global Investors October 2007 - December 2009
Investors Bank & Trust 2004 - 2007
Skills
Fixed Income, Mutual Funds, Securities, Valuation, Financial Risk, Equities
Education
Sonoma State University 2000 — 2004
Jeffrey Magee's Investors Bank & Trust Experience April 2001 - February 2002
Job Partner/COO at Broadbill Investment Partners
Industry Investment Management
Experience
Broadbill Investment Partners June 2011 - Present
Woody Creek Capital Partners March 2009 - May 2011
OneCapital Management Partners, LLC April 2003 - February 2009
Churchfield Capital Management March 2002 - January 2003
Investors Bank & Trust April 2001 - February 2002
Fidelity Investments 1997 - 2001
Education
Providence College 1992 — 1996
Broadbill Investment Partners June 2011 - Present
Woody Creek Capital Partners March 2009 - May 2011
OneCapital Management Partners, LLC April 2003 - February 2009
Churchfield Capital Management March 2002 - January 2003
Investors Bank & Trust April 2001 - February 2002
Fidelity Investments 1997 - 2001
Education
Providence College 1992 — 1996
Christine Rose's Investors Bank & Trust Experience July 2004 - July 2007
Job Vice President Corporate Compliance at State Street
Industry Financial Services
Experience
State Street August 2007 - Present
Investors Bank & Trust July 2004 - July 2007
Investors Bank & Trust August 1999 - July 2004
Education
Salve Regina University 1995 — 1999
State Street August 2007 - Present
Investors Bank & Trust July 2004 - July 2007
Investors Bank & Trust August 1999 - July 2004
Education
Salve Regina University 1995 — 1999
Jessica Homan's Investors Bank & Trust Experience 2003 - 2007
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2008 - Present
State Street Bank 2007 - 2007
Investors Bank & Trust 2003 - 2007
Skills
Fund Accounting
Education
Plymouth State University 2000 — 2003
Bachelor of Science, Business Management, Economics
JPMorgan Chase January 2008 - Present
State Street Bank 2007 - 2007
Investors Bank & Trust 2003 - 2007
Skills
Fund Accounting
Education
Plymouth State University 2000 — 2003
Bachelor of Science, Business Management, Economics
Stephen Javaruski's Investors Bank & Trust Experience 2004 - 2006
Job Private Equity Controller
Industry Financial Services
Experience
Prague & Company, PC November 2010 - Present
JPMorgan Hedge Fund Services January 2006 - November 2010
Investors Bank & Trust 2004 - 2006
Skills
Budgets, Equities, Management, Bloomberg, Securities, Fixed Income, Accounting, Private Equity, Hedge Funds, Sales, Financial Services, Negotiation, Investments, Analysis, Mutual Funds, Finance, Fund Accounting
Education
UCL 2003 — 2005
Masters of Science, Resource Economics
Tufts University 1999 — 2003
BS, BA, Economics, Environmental Science
Malvern Prep 1995 — 1999
Queen Mary University of London
Prague & Company, PC November 2010 - Present
JPMorgan Hedge Fund Services January 2006 - November 2010
Investors Bank & Trust 2004 - 2006
Skills
Budgets, Equities, Management, Bloomberg, Securities, Fixed Income, Accounting, Private Equity, Hedge Funds, Sales, Financial Services, Negotiation, Investments, Analysis, Mutual Funds, Finance, Fund Accounting
Education
UCL 2003 — 2005
Masters of Science, Resource Economics
Tufts University 1999 — 2003
BS, BA, Economics, Environmental Science
Malvern Prep 1995 — 1999
Queen Mary University of London
Bill Jorgensen's Investors Bank & Trust Experience 2001 - 2004
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services January 2008 - Present
Citibank 2007 - 2007
Wellington Management 2004 - 2007
Investors Bank & Trust 2001 - 2004
Forum Financial Group 1997 - 2001
Education
Southern New Hampshire University 1993 — 1997
Lawrence High School
Stone Coast Fund Services January 2008 - Present
Citibank 2007 - 2007
Wellington Management 2004 - 2007
Investors Bank & Trust 2001 - 2004
Forum Financial Group 1997 - 2001
Education
Southern New Hampshire University 1993 — 1997
Lawrence High School
Peter Slavin's Investors Bank & Trust Experience August 2005 - April 2007
Job Manager Deloitte & Touche
Industry Investment Management
Experience
Deloitte and Touche LLP- Risk Strategy and Regulatory Consulting April 2007 - Present
Investors Bank & Trust August 2005 - April 2007
JP Morgan & Co. 1999 - 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Enterprise Risk..., Financial Analysis, US GAAP, SEC filings, Financial Modeling, GAAP, Internal Audit, Auditing, Due Diligence, CPA
Education
Providence College 1992 — 1996
Kingswood-Oxford
Deloitte and Touche LLP- Risk Strategy and Regulatory Consulting April 2007 - Present
Investors Bank & Trust August 2005 - April 2007
JP Morgan & Co. 1999 - 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Enterprise Risk..., Financial Analysis, US GAAP, SEC filings, Financial Modeling, GAAP, Internal Audit, Auditing, Due Diligence, CPA
Education
Providence College 1992 — 1996
Kingswood-Oxford
Kristie Silva's Investors Bank & Trust Experience March 2005 - July 2007
Job Accountant at Citi Group
Industry Financial Services
Experience
Brown Brothers Harriman March 2010 - Present
Citi Group March 2008 - October 2010
Fidelity Investments August 2007 - February 2008
Investors Bank & Trust March 2005 - July 2007
Education
Rhode Island College 2000 — 2004
B.A & B.S, Economics & Finance
Brown Brothers Harriman March 2010 - Present
Citi Group March 2008 - October 2010
Fidelity Investments August 2007 - February 2008
Investors Bank & Trust March 2005 - July 2007
Education
Rhode Island College 2000 — 2004
B.A & B.S, Economics & Finance
James Meagher's Investors Bank & Trust Experience 2001 - 2006
Job Managing Director at State Street
Industry Financial Services
Experience
State Street Alternative Investment Solutions 2007 - Present
Investors Bank & Trust 2001 - 2006
Skills
Mutual Funds, Fund Accounting, Hedge Funds, Fixed Income, Equities, Alternative Investments, Securities, Fund Administration, Derivatives, Fund Of Funds, Bloomberg, Financial Services, Corporate Actions, Asset Managment, Investments, Private Equity, Middle Office, Global Custody
Education
Salve Regina University 1988 — 2002
Bachelor of Science (BS), Finance and Financial Management Services
State Street Alternative Investment Solutions 2007 - Present
Investors Bank & Trust 2001 - 2006
Skills
Mutual Funds, Fund Accounting, Hedge Funds, Fixed Income, Equities, Alternative Investments, Securities, Fund Administration, Derivatives, Fund Of Funds, Bloomberg, Financial Services, Corporate Actions, Asset Managment, Investments, Private Equity, Middle Office, Global Custody
Education
Salve Regina University 1988 — 2002
Bachelor of Science (BS), Finance and Financial Management Services
Jesse Nolan's Investors Bank & Trust Experience 2001 - 2006
Job Manager, Derivative Operations, Prudential Fixed Income
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
UBS June 2012 - March 2015
UBS Investment Bank September 2006 - June 2012
Investors Bank & Trust 2001 - 2006
Skills
Collateral Management, Investment Banking, Team Management, Financial Services, Management, Middle Office, Risk Management
Education
Providence College 1996 — 2000
Bachelor of Science, Marketing
Prudential Financial March 2015 - Present
UBS June 2012 - March 2015
UBS Investment Bank September 2006 - June 2012
Investors Bank & Trust 2001 - 2006
Skills
Collateral Management, Investment Banking, Team Management, Financial Services, Management, Middle Office, Risk Management
Education
Providence College 1996 — 2000
Bachelor of Science, Marketing
Jonathan Russell's Investors Bank & Trust Experience 2001 - 2004
Job Director of Enterprise IT Support Desk at Stanford University
Industry Higher Education
Experience
Stanford University October 2014 - Present
Defense Language Institute Foreign Language Center December 2012 - October 2014
Defense Language Institute Foreign Language Center October 2010 - December 2012
Naval Postgraduate School August 2004 - January 2011
Investors Bank & Trust 2001 - 2004
Wachovia Bank 1998 - 2000
Skills
National Security, Instructional Design, Research, HTML, Project Management, Data Analysis, Higher Education, Program Management, Analysis, IT Operations, E-Learning, Military, Teaching, Security Clearance, Public Speaking, Educational Technology, Java, Government, Logistics Management, Strategic Planning, Leadership, IT Executive Management, DoD, Technical Writing, System Administration, Team Leadership, Security, Defense, Proposal Writing, Intelligence, Information Assurance, Policy
Education
Norwich University 2007 — 2009
MBA
Wake Forest University 1994 — 1998
Bachelor of Arts (B.A.)
St. John's Prep 1989 — 1993
Stanford University October 2014 - Present
Defense Language Institute Foreign Language Center December 2012 - October 2014
Defense Language Institute Foreign Language Center October 2010 - December 2012
Naval Postgraduate School August 2004 - January 2011
Investors Bank & Trust 2001 - 2004
Wachovia Bank 1998 - 2000
Skills
National Security, Instructional Design, Research, HTML, Project Management, Data Analysis, Higher Education, Program Management, Analysis, IT Operations, E-Learning, Military, Teaching, Security Clearance, Public Speaking, Educational Technology, Java, Government, Logistics Management, Strategic Planning, Leadership, IT Executive Management, DoD, Technical Writing, System Administration, Team Leadership, Security, Defense, Proposal Writing, Intelligence, Information Assurance, Policy
Education
Norwich University 2007 — 2009
MBA
Wake Forest University 1994 — 1998
Bachelor of Arts (B.A.)
St. John's Prep 1989 — 1993
Emily Strickland's Investors Bank & Trust Experience 2004 - 2005
Job Investment Operations at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies December 2006 - Present
Boston Advisors January 2004 - December 2006
Investors Bank & Trust 2004 - 2005
Skills
Analysis
Education
San Diego State University-California State University 1997 — 2001
SS&C Technologies December 2006 - Present
Boston Advisors January 2004 - December 2006
Investors Bank & Trust 2004 - 2005
Skills
Analysis
Education
San Diego State University-California State University 1997 — 2001
Dave Homer's Investors Bank & Trust Experience February 2007 - July 2007
Job AVP at State Street Bank
Industry Financial Services
Experience
State Street Bank October 2000 - Present
Investors Bank & Trust February 2007 - July 2007
Education
Salem State University 1992 — 1997
State Street Bank October 2000 - Present
Investors Bank & Trust February 2007 - July 2007
Education
Salem State University 1992 — 1997
Kevin Lafontaine's Investors Bank & Trust Experience 2002 - 2007
Job Trader / Trade Settlements
Industry Investment Management
Experience
The Roosevelt Investment Group March 2007 - Present
Investors Bank & Trust 2002 - 2007
Education
Salve Regina University 1998 — 2002
Finance
The Roosevelt Investment Group March 2007 - Present
Investors Bank & Trust 2002 - 2007
Education
Salve Regina University 1998 — 2002
Finance
Catherine Curley's Investors Bank & Trust Experience June 1993 - November 1995
Job Equity Trader / Institutional Equities/ Sales at Rafferty Capital Markets
Industry Financial Services
Experience
Rafferty Capital Markets January 2011 - Present
Kellogg Partners October 2008 - January 2011
Schonfeld Institutional Brokerage Services May 2005 - October 2008
Boston Institutional Services November 1995 - May 2005
Investors Bank & Trust June 1993 - November 1995
Skills
Series 7, Equity Trading, Series 63, Electronic Trading, Equities, Trading, Series 24, Trading Strategies, Equity Research, Trading Systems, Fidessa, Securities
Education
Regis College 1989 — 1993
BA
Rafferty Capital Markets January 2011 - Present
Kellogg Partners October 2008 - January 2011
Schonfeld Institutional Brokerage Services May 2005 - October 2008
Boston Institutional Services November 1995 - May 2005
Investors Bank & Trust June 1993 - November 1995
Skills
Series 7, Equity Trading, Series 63, Electronic Trading, Equities, Trading, Series 24, Trading Strategies, Equity Research, Trading Systems, Fidessa, Securities
Education
Regis College 1989 — 1993
BA
Thomas Stanton's Investors Bank & Trust Experience 1992 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Brown Brothers Harriman April 2014 - Present
JPMorgan Chase 2013 - 2014
State Street Corp 2007 - 2013
Investors Bank & Trust 1992 - 2007
Skills
Mutual Fund Accounting, Mutual Fund/ETF Pricing..., Global Custody, Fixed Income, Foreign / Domestic..., Securities Lending, Foreign Exchange, Mutual Funds, Securities, Corporate Actions, Fund Accounting, Alternative Investments
Education
Salem State University 1986 — 1990
BA, Finance
Brown Brothers Harriman April 2014 - Present
JPMorgan Chase 2013 - 2014
State Street Corp 2007 - 2013
Investors Bank & Trust 1992 - 2007
Skills
Mutual Fund Accounting, Mutual Fund/ETF Pricing..., Global Custody, Fixed Income, Foreign / Domestic..., Securities Lending, Foreign Exchange, Mutual Funds, Securities, Corporate Actions, Fund Accounting, Alternative Investments
Education
Salem State University 1986 — 1990
BA, Finance
Angela Richard's Investors Bank & Trust Experience July 2001 - May 2002
Job Graduate Assistant at Iowa State University
Industry Higher Education
Experience
Iowa State University August 2013 - Present
University of Central Missouri May 2012 - May 2013
State Fair Community College October 2009 - May 2012
Pinnacle Learning Center July 2008 - June 2009
Behind the Scenes LLC August 2008 - January 2009
New England Appliance August 2005 - February 2008
Clutterologie November 2004 - January 2006
Home Depot June 2002 - July 2004
Investors Bank & Trust July 2001 - May 2002
Simmons School of Management 2000 - 2001
Skills
Teaching, Tutoring, Public Speaking, Entrepreneurship, Curriculum Design, Public Relations, Journalism, Writing, Proposal Writing, Staff Development, Nonprofits, Microsoft Office, Editing, Higher Education, Research, Program Management, Leadership, Program Development, Grant Writing, Strategic Planning, Social Media, Leadership Development, PowerPoint
Education
University of Central Missouri 2010 — 2013
MA, English
Simmons College - Simmons School of Management 1999 — 2000
MBA with Honors, Business Administration
Northwestern University 1989 — 1993
BSJ, Journalism
Warrensburg High School 1984 — 1989
H.S. Diploma, College Prep
Iowa State University August 2013 - Present
University of Central Missouri May 2012 - May 2013
State Fair Community College October 2009 - May 2012
Pinnacle Learning Center July 2008 - June 2009
Behind the Scenes LLC August 2008 - January 2009
New England Appliance August 2005 - February 2008
Clutterologie November 2004 - January 2006
Home Depot June 2002 - July 2004
Investors Bank & Trust July 2001 - May 2002
Simmons School of Management 2000 - 2001
Skills
Teaching, Tutoring, Public Speaking, Entrepreneurship, Curriculum Design, Public Relations, Journalism, Writing, Proposal Writing, Staff Development, Nonprofits, Microsoft Office, Editing, Higher Education, Research, Program Management, Leadership, Program Development, Grant Writing, Strategic Planning, Social Media, Leadership Development, PowerPoint
Education
University of Central Missouri 2010 — 2013
MA, English
Simmons College - Simmons School of Management 1999 — 2000
MBA with Honors, Business Administration
Northwestern University 1989 — 1993
BSJ, Journalism
Warrensburg High School 1984 — 1989
H.S. Diploma, College Prep
Travis Howell's Investors Bank & Trust Experience 2001 - 2003
Job Project Manager
Industry Information Technology and Services
Experience
Applause January 2015 - Present
uTest January 2010 - Present
Applause March 2014 - January 2015
Corporation Service Company December 2010 - December 2014
Lincoln Financial Group July 2009 - April 2011
Honeywell June 2008 - March 2009
Barclaycard March 2004 - May 2008
Barclays Bank Delaware (formerly Barclaycard US) 2004 - 2008
JPMorgan Chase March 2003 - December 2004
Investors Bank & Trust 2001 - 2003
Skills
Quality Assurance, Business Analysis, Agile Methodologies, Testing, User Acceptance Testing, Project Management, Management, SDLC, Waterfall, Software Project..., Vendor Management, Databases, Requirements Analysis, Process Improvement
Education
Penn State University 1989 — 1993
BS, Economics
Applause January 2015 - Present
uTest January 2010 - Present
Applause March 2014 - January 2015
Corporation Service Company December 2010 - December 2014
Lincoln Financial Group July 2009 - April 2011
Honeywell June 2008 - March 2009
Barclaycard March 2004 - May 2008
Barclays Bank Delaware (formerly Barclaycard US) 2004 - 2008
JPMorgan Chase March 2003 - December 2004
Investors Bank & Trust 2001 - 2003
Skills
Quality Assurance, Business Analysis, Agile Methodologies, Testing, User Acceptance Testing, Project Management, Management, SDLC, Waterfall, Software Project..., Vendor Management, Databases, Requirements Analysis, Process Improvement
Education
Penn State University 1989 — 1993
BS, Economics
Ibrahim Al-Hajjaj's Investors Bank & Trust Experience 2001 - 2004
Job Sr. Database Administrator at CDI IT Solutions / IBM
Industry Information Technology and Services
Experience
CDI IT Solutions / IBM August 2009 - Present
Barclays Global Investors August 2007 - March 2009
IBM Professional Services 2004 - 2007
Investors Bank & Trust 2001 - 2004
Banc of America Securities 1998 - 2000
InPower INC 1997 - 1998
Providian Home Loans 1995 - 1998
Barclays Global Investors 1995 - 1996
Education
San Francisco State University 1984 — 1989
BS, Computer Science
CDI IT Solutions / IBM August 2009 - Present
Barclays Global Investors August 2007 - March 2009
IBM Professional Services 2004 - 2007
Investors Bank & Trust 2001 - 2004
Banc of America Securities 1998 - 2000
InPower INC 1997 - 1998
Providian Home Loans 1995 - 1998
Barclays Global Investors 1995 - 1996
Education
San Francisco State University 1984 — 1989
BS, Computer Science
Tim Pruszynski, CFA's Investors Bank & Trust Experience July 2004 - July 2005
Job Assistant Manager, Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners September 2013 - Present
Loring, Wolcott & Coolidge June 2007 - September 2013
Wellington Management February 2007 - June 2007
Brown Company August 2005 - December 2006
Investors Bank & Trust July 2004 - July 2005
Education
Rochester Institute of Technology 2002 — 2004
MBA, Finance, Entrepreneurship
Syracuse University 1996 — 2000
BA, Political Science, Psychology
McQuaid Jesuit
HarbourVest Partners September 2013 - Present
Loring, Wolcott & Coolidge June 2007 - September 2013
Wellington Management February 2007 - June 2007
Brown Company August 2005 - December 2006
Investors Bank & Trust July 2004 - July 2005
Education
Rochester Institute of Technology 2002 — 2004
MBA, Finance, Entrepreneurship
Syracuse University 1996 — 2000
BA, Political Science, Psychology
McQuaid Jesuit
Jonathan Cesare's Investors Bank & Trust Experience September 2007 - April 2008
Job Assistant Manager at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates May 2014 - Present
Cambridge Associates July 2013 - April 2014
Cambridge Associates July 2012 - June 2013
Cambridge Associates August 2010 - June 2012
State Street January 2009 - August 2010
State Street 2007 - 2010
Investors Bank & Trust September 2007 - April 2008
Education
Rutgers University-New Brunswick 2002 — 2006
BA, Economics
Cambridge Associates May 2014 - Present
Cambridge Associates July 2013 - April 2014
Cambridge Associates July 2012 - June 2013
Cambridge Associates August 2010 - June 2012
State Street January 2009 - August 2010
State Street 2007 - 2010
Investors Bank & Trust September 2007 - April 2008
Education
Rutgers University-New Brunswick 2002 — 2006
BA, Economics
Derick Everett's Investors Bank & Trust Experience October 2005 - March 2008
Job Operations Support Specialist at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies November 2011 - Present
USBank March 2008 - May 2012
Investors Bank & Trust October 2005 - March 2008
Education
Roger Williams University 2001 — 2005
BS, Financial Services
SS&C Technologies November 2011 - Present
USBank March 2008 - May 2012
Investors Bank & Trust October 2005 - March 2008
Education
Roger Williams University 2001 — 2005
BS, Financial Services
Tom Grindrod's Investors Bank & Trust Experience 1994 - July 1996
Job Lead QA Engineer at MEDITECH
Industry Information Technology and Services
Experience
MEDITECH 2006 - Present
Object Management Group 2000 - 2006
Thomson Financial July 1996 - December 2000
Investors Bank & Trust 1994 - July 1996
Putnam Investments 1992 - 1994
Education
Salem State University 1988 — 1992
BS, Business Administration
MEDITECH 2006 - Present
Object Management Group 2000 - 2006
Thomson Financial July 1996 - December 2000
Investors Bank & Trust 1994 - July 1996
Putnam Investments 1992 - 1994
Education
Salem State University 1988 — 1992
BS, Business Administration
Kristen McElaney's Investors Bank & Trust Experience 1998 - 2002
Job HR Generalist/Recruiter at Mortgage Master
Industry Human Resources
Experience
Mortgage Master/loanDepot September 2010 - Present
One Family, Inc. 2007 - 2010
Atlantic Associates April 2006 - September 2007
Investors Bank & Trust 1998 - 2002
Summit Technology, Inc. 1994 - 1998
Skills
Project Management, Human Resources, Applicant Tracking..., Customer Service, Recruiting, Talent Acquisition, Technical Recruiting, Team Building, Onboarding, Personnel Management, Internet Recruiting, Employee Relations, College Recruiting, Program Management, Executive Search, Hiring, Performance Management
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Sociology
Mortgage Master/loanDepot September 2010 - Present
One Family, Inc. 2007 - 2010
Atlantic Associates April 2006 - September 2007
Investors Bank & Trust 1998 - 2002
Summit Technology, Inc. 1994 - 1998
Skills
Project Management, Human Resources, Applicant Tracking..., Customer Service, Recruiting, Talent Acquisition, Technical Recruiting, Team Building, Onboarding, Personnel Management, Internet Recruiting, Employee Relations, College Recruiting, Program Management, Executive Search, Hiring, Performance Management
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Sociology
Sarah Chandler Sheridan's Investors Bank & Trust Experience September 2006 - July 2007
Job Assurance Senior Manager at EY
Industry Accounting
Experience
EY October 2014 - Present
EY June 2012 - September 2014
San Antonio Sports November 2009 - May 2012
Fidelity Investments July 2007 - September 2009
Investors Bank & Trust September 2006 - July 2007
Ernst & Young September 2004 - September 2006
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, Auditing, Finance, Asset Management, GAAP, Financial Reporting, Internal Controls, Financial Accounting, Sarbanes-Oxley, CPA, External Audit, Internal Audit, Accounting, Financial Statements
Education
Southern Methodist University - Cox School of Business 2003 — 2004
Master of Science, Accounting, 4.0 GPA, First-in-class
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting, Summa cum Laude
EY October 2014 - Present
EY June 2012 - September 2014
San Antonio Sports November 2009 - May 2012
Fidelity Investments July 2007 - September 2009
Investors Bank & Trust September 2006 - July 2007
Ernst & Young September 2004 - September 2006
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, Auditing, Finance, Asset Management, GAAP, Financial Reporting, Internal Controls, Financial Accounting, Sarbanes-Oxley, CPA, External Audit, Internal Audit, Accounting, Financial Statements
Education
Southern Methodist University - Cox School of Business 2003 — 2004
Master of Science, Accounting, 4.0 GPA, First-in-class
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting, Summa cum Laude
David Burchmore's Investors Bank & Trust Experience 1997 - 2000
Job Portfolio Manager at Ontario Teachers' Pension Plan
Industry Investment Management
Experience
Ontario Teachers' Pension Plan July 2000 - Present
Investors Bank & Trust 1997 - 2000
Skills
Derivatives, Capital Markets, Volatility, Portfolio Management, Asset Management, Financial Modeling, Volatility Arbitrage, Equities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Global Macro
Education
Queen's University 1991 — 1995
Commerce
Ontario Teachers' Pension Plan July 2000 - Present
Investors Bank & Trust 1997 - 2000
Skills
Derivatives, Capital Markets, Volatility, Portfolio Management, Asset Management, Financial Modeling, Volatility Arbitrage, Equities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Global Macro
Education
Queen's University 1991 — 1995
Commerce
Matthew D'Addio, CRCP, CAMS's Investors Bank & Trust Experience 2004 - 2006
Job Director Asset Management Compliance
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Ernst & Young February 2010 - April 2015
Navigant Consulting January 2006 - October 2009
Investors Bank & Trust 2004 - 2006
Investors Bank & Trust 2002 - 2004
Skills
Financial Services, Risk Management, Equities, Asset Management, Hedge Funds, Management Consulting, Investment Banking, Business Strategy, Internal Controls, Operational Risk..., Investment Advisers Act, Investment Company Act, Investment Compliance, Operational Due..., Enterprise Risk..., Regulatory Compliance, Compliance Testing, Due Diligence
Education
University of Pennsylvania - The Wharton School
Certified Regulatory and Compliance Professional (CRCP), FINRA Institute at Wharton
Providence College 1998 — 2002
BS, Finance
Fidelity Investments May 2015 - Present
Ernst & Young February 2010 - April 2015
Navigant Consulting January 2006 - October 2009
Investors Bank & Trust 2004 - 2006
Investors Bank & Trust 2002 - 2004
Skills
Financial Services, Risk Management, Equities, Asset Management, Hedge Funds, Management Consulting, Investment Banking, Business Strategy, Internal Controls, Operational Risk..., Investment Advisers Act, Investment Company Act, Investment Compliance, Operational Due..., Enterprise Risk..., Regulatory Compliance, Compliance Testing, Due Diligence
Education
University of Pennsylvania - The Wharton School
Certified Regulatory and Compliance Professional (CRCP), FINRA Institute at Wharton
Providence College 1998 — 2002
BS, Finance
Elaine Pietras's Investors Bank & Trust Experience 2004 - 2007
Job Finance Change Management and Accounts Payable Professional
Industry Financial Services
Experience
State Street Corporation June 2011 - June 2015
State Street Corporation February 2009 - June 2011
State Street Bank July 2007 - February 2009
Investors Bank & Trust 2004 - 2007
The Switzer Group March 2003 - March 2004
John Langenbacher Co Inc July 2001 - March 2003
Skills
Accounts Payable, Fixed Assets, Financial Services, Cash Management, Accruals, Accounting, Corporate Finance, Staff Management, Pivot Tables, PeopleSoft, SOX Compliancy, Program Management, Business Analysis, Process Improvement, Oracle E-Business Suite, SWIFT payments, 1042 Reporting, 1099 Reporting, SOP 98-1, Non-Resident Alien Tax..., SharePoint, Employee Training, Microsoft Office
Education
Skidmore College 1997 — 2001
BA
State Street Corporation June 2011 - June 2015
State Street Corporation February 2009 - June 2011
State Street Bank July 2007 - February 2009
Investors Bank & Trust 2004 - 2007
The Switzer Group March 2003 - March 2004
John Langenbacher Co Inc July 2001 - March 2003
Skills
Accounts Payable, Fixed Assets, Financial Services, Cash Management, Accruals, Accounting, Corporate Finance, Staff Management, Pivot Tables, PeopleSoft, SOX Compliancy, Program Management, Business Analysis, Process Improvement, Oracle E-Business Suite, SWIFT payments, 1042 Reporting, 1099 Reporting, SOP 98-1, Non-Resident Alien Tax..., SharePoint, Employee Training, Microsoft Office
Education
Skidmore College 1997 — 2001
BA
Brian E McAlpine, CFA's Investors Bank & Trust Experience May 2006 - April 2007
Job Portfolio Controller
Industry Investment Management
Experience
Harvard Management Company June 2013 - Present
Batterymarch Financial Management April 2007 - June 2013
Investors Bank & Trust May 2006 - April 2007
State Street September 2004 - April 2006
Skills
Investment Strategies, Bloomberg, Equities, Investments, Investment Management, Alternative Investments, Valuation, Hedging, Portfolio Management, Accounting, Cash Flow, Tableau
Education
Providence College 2000 — 2004
BS, Finance
Harvard Management Company June 2013 - Present
Batterymarch Financial Management April 2007 - June 2013
Investors Bank & Trust May 2006 - April 2007
State Street September 2004 - April 2006
Skills
Investment Strategies, Bloomberg, Equities, Investments, Investment Management, Alternative Investments, Valuation, Hedging, Portfolio Management, Accounting, Cash Flow, Tableau
Education
Providence College 2000 — 2004
BS, Finance
Lindsay McFadden's Investors Bank & Trust Experience November 2004 - May 2006
Job Client Reporting Analyst Wellington Managment LLC
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Brown Brothers Harriman May 2006 - September 2011
Investors Bank & Trust November 2004 - May 2006
Skills
Mutual Funds
Education
Saint Joseph's College 2000 — 2004
B.S, Bussiness Managment
Wellington Management October 2011 - Present
Brown Brothers Harriman May 2006 - September 2011
Investors Bank & Trust November 2004 - May 2006
Skills
Mutual Funds
Education
Saint Joseph's College 2000 — 2004
B.S, Bussiness Managment
Troy Brosseau's Investors Bank & Trust Experience 2006 - 2007
Job Fund Accounting and Operations
Industry Financial Services
Experience
State Street Bank 2008 - 2009
Investors Bank & Trust 2006 - 2007
State Street Bank 2001 - 2006
Skills
Fund Accounting
Education
Plymouth State University 1988 — 1991
Bachelor of Science, Finance, Mathematics
State Street Bank 2008 - 2009
Investors Bank & Trust 2006 - 2007
State Street Bank 2001 - 2006
Skills
Fund Accounting
Education
Plymouth State University 1988 — 1991
Bachelor of Science, Finance, Mathematics
Rebecca Richter Gustin's Investors Bank & Trust Experience 1997 - 1998
Job Director of Revenue at the Boston Harbor Hotel and Hanover Inn
Industry Hospitality
Experience
Boston Harbor Hotel October 1998 - Present
Investors Bank & Trust 1997 - 1998
Skills
Hospitality Industry, Hospitality, Hotel Management, Hotels, Yield Management, Resorts
Education
State University of New York College at Oswego
Boston Harbor Hotel October 1998 - Present
Investors Bank & Trust 1997 - 1998
Skills
Hospitality Industry, Hospitality, Hotel Management, Hotels, Yield Management, Resorts
Education
State University of New York College at Oswego
Brian Bianchi's Investors Bank & Trust Experience 2001 - 2002
Job Operations Manager at Baltusrol Golf Club
Industry Sports
Experience
Baltusrol Golf Club April 2002 - Present
Investors Bank & Trust 2001 - 2002
Gillett and Co 2000 - 2001
Skills
Budgets, Operations Management, Strategic Planning, Customer Service, Event Management, Team Building, Project Management, Management, Forecasting, Team Leadership, Process Improvement, Event Planning, Hospitality, Recruiting, Staff Development, Food, Coaching, Hospitality Management, Inventory Management, Leadership, Marketing, Sales, Training
Education
Seton Hall University 2005 — 2009
MBA, Sport Management
West Virginia University 1996 — 2000
BS, Sport Management
Baltusrol Golf Club April 2002 - Present
Investors Bank & Trust 2001 - 2002
Gillett and Co 2000 - 2001
Skills
Budgets, Operations Management, Strategic Planning, Customer Service, Event Management, Team Building, Project Management, Management, Forecasting, Team Leadership, Process Improvement, Event Planning, Hospitality, Recruiting, Staff Development, Food, Coaching, Hospitality Management, Inventory Management, Leadership, Marketing, Sales, Training
Education
Seton Hall University 2005 — 2009
MBA, Sport Management
West Virginia University 1996 — 2000
BS, Sport Management
Elliot Warren's Investors Bank & Trust Experience November 2001 - January 2003
Job
Industry Financial Services
Experience
Roche Bros. Supermarkets May 2015 - Present
Consulting November 2013 - April 2015
Roche Bros. Supermarkets-Temporary August 2012 - September 2013
Bank of New York Mellon February 2003 - January 2011
Investors Bank & Trust November 2001 - January 2003
Skills
Reconciliations, Accruals, Account Reconciliation, General Ledger, Financial Reporting, Inventory Management, Accounts Payable, Accounts Receivable, Documentation, Database Administration, Client Services, Claims, Customer Service, Training & Development, Banking, Billing, shipping & Receiving, Insurance Rating, Shareholder..., Sales, setups, Merchandising, Mutual Funds
Education
Columbus State Community College 1997 — 1998
Logistics, Materials, and Supply Chain Management
Ohio Wesleyan University 1977 — 1981
Bachelor's Degree, Political Science and Government
Norwood, MA One Stop Career Center
Career enhancing seminars
Roche Bros. Supermarkets May 2015 - Present
Consulting November 2013 - April 2015
Roche Bros. Supermarkets-Temporary August 2012 - September 2013
Bank of New York Mellon February 2003 - January 2011
Investors Bank & Trust November 2001 - January 2003
Skills
Reconciliations, Accruals, Account Reconciliation, General Ledger, Financial Reporting, Inventory Management, Accounts Payable, Accounts Receivable, Documentation, Database Administration, Client Services, Claims, Customer Service, Training & Development, Banking, Billing, shipping & Receiving, Insurance Rating, Shareholder..., Sales, setups, Merchandising, Mutual Funds
Education
Columbus State Community College 1997 — 1998
Logistics, Materials, and Supply Chain Management
Ohio Wesleyan University 1977 — 1981
Bachelor's Degree, Political Science and Government
Norwood, MA One Stop Career Center
Career enhancing seminars
Kimberly Nieskoski's Investors Bank & Trust Experience May 2007 - August 2007
Job Senior Derivatives Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
State Street January 2014 - September 2014
State Street Corporation September 2010 - January 2014
State Street June 2008 - September 2010
Merrill Lynch October 2007 - May 2008
Investors Bank & Trust May 2007 - August 2007
Skills
Bloomberg
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts; Certificate, Business; German
Fidelity Investments September 2014 - Present
State Street January 2014 - September 2014
State Street Corporation September 2010 - January 2014
State Street June 2008 - September 2010
Merrill Lynch October 2007 - May 2008
Investors Bank & Trust May 2007 - August 2007
Skills
Bloomberg
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts; Certificate, Business; German
Cathryn Dana's Investors Bank & Trust Experience 2002 - 2004
Job Vice President at State Street
Industry Financial Services
Experience
State Street February 2004 - Present
Investors Bank & Trust 2002 - 2004
Charles Schwab 2000 - 2002
KPMG 1992 - 1999
Education
Penn State University 1988 — 1992
B.S., Accounting
State Street February 2004 - Present
Investors Bank & Trust 2002 - 2004
Charles Schwab 2000 - 2002
KPMG 1992 - 1999
Education
Penn State University 1988 — 1992
B.S., Accounting
Jennifer Durand Sousa's Investors Bank & Trust Experience 1998 - 2001
Job Coordinator of Learning Skills at Rhode Island College
Industry Higher Education
Experience
Rhode Island College February 2008 - Present
Investors Bank & Trust 1998 - 2001
Skills
Student Affairs, Teaching
Education
Rhode Island College 2002 — 2004
Master of Arts in Teaching
University of Rhode Island 1994 — 1997
Bachelor's degree, Communication Studies
Rhode Island College February 2008 - Present
Investors Bank & Trust 1998 - 2001
Skills
Student Affairs, Teaching
Education
Rhode Island College 2002 — 2004
Master of Arts in Teaching
University of Rhode Island 1994 — 1997
Bachelor's degree, Communication Studies
Sandra Frederic's Investors Bank & Trust Experience March 2007 - December 2007
Job Portfolio Reconciliation Analyst at Steinberg Asset Management
Industry Financial Services
Experience
Steinberg Asset Management December 2007 - Present
Investors Bank & Trust March 2007 - December 2007
Apple Bank for Savings August 2003 - April 2007
Skills
Bloomberg, Microsoft Excel, Fund Accounting, Asset Management, Equities, Advent, Peachtree, Data Exchange, APX, Investments, Microsoft Office, Customer Service, Banking
Education
Pace University-New York 2002 — 2006
BA, Computer Science
Steinberg Asset Management December 2007 - Present
Investors Bank & Trust March 2007 - December 2007
Apple Bank for Savings August 2003 - April 2007
Skills
Bloomberg, Microsoft Excel, Fund Accounting, Asset Management, Equities, Advent, Peachtree, Data Exchange, APX, Investments, Microsoft Office, Customer Service, Banking
Education
Pace University-New York 2002 — 2006
BA, Computer Science
Caitlin Ruof's Investors Bank & Trust Experience June 2004 - May 2007
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan 2007 - 2011
Investors Bank & Trust June 2004 - May 2007
Investors Bank & Trust February 2001 - June 2004
Skills
Risk Management
Education
Plymouth State University
Bachelor of Science, Business Marketing/Economics
J.P. Morgan 2007 - 2011
Investors Bank & Trust June 2004 - May 2007
Investors Bank & Trust February 2001 - June 2004
Skills
Risk Management
Education
Plymouth State University
Bachelor of Science, Business Marketing/Economics
Jennifer (Curran) Gonzalez's Investors Bank & Trust Experience May 2006 - October 2007
Job AVP at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2013 - Present
Kaufman Rossin Fund Services October 2007 - February 2013
Investors Bank & Trust May 2006 - October 2007
Skills
Fund Accounting, Accounting, Financial Reporting, Hedge Funds, Fund Administration, Fund Of Funds, Financial Analysis, Alternative Investments, Bloomberg, Financial Accounting, Equities, Private Equity, General Ledger, Investments, Microsoft Excel, Asset Management
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Accounting
Deutsche Bank February 2013 - Present
Kaufman Rossin Fund Services October 2007 - February 2013
Investors Bank & Trust May 2006 - October 2007
Skills
Fund Accounting, Accounting, Financial Reporting, Hedge Funds, Fund Administration, Fund Of Funds, Financial Analysis, Alternative Investments, Bloomberg, Financial Accounting, Equities, Private Equity, General Ledger, Investments, Microsoft Excel, Asset Management
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Accounting
Carmen Silvestri's Investors Bank & Trust Experience May 2007 - June 2008
Job Operations Data Mgmt Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
State Street April 2014 - September 2014
State Street March 2012 - April 2014
State Street January 2011 - February 2012
State Street September 2009 - January 2011
State Street June 2008 - September 2009
Investors Bank & Trust May 2007 - June 2008
Education
Saint Michael's College 2003 — 2007
Bachelor's degree, Accounting
Williston Northhampton School 1998 — 2003
MassMutual Financial Group September 2014 - Present
State Street April 2014 - September 2014
State Street March 2012 - April 2014
State Street January 2011 - February 2012
State Street September 2009 - January 2011
State Street June 2008 - September 2009
Investors Bank & Trust May 2007 - June 2008
Education
Saint Michael's College 2003 — 2007
Bachelor's degree, Accounting
Williston Northhampton School 1998 — 2003
Jenna Maloney's Investors Bank & Trust Experience July 2006 - July 2007
Job at
Industry Financial Services
Experience
State Street April 2013 - Present
JPMorgan Chase September 2011 - March 2013
State Street July 2007 - September 2011
Investors Bank & Trust July 2006 - July 2007
Skills
Private Equity, Hedge Funds, Alternative Investments, Fund Accounting, Client-oriented, Financial Services, Investments
Education
Quinnipiac University 2002 — 2006
Bachelor of Science, Finance, General
State Street April 2013 - Present
JPMorgan Chase September 2011 - March 2013
State Street July 2007 - September 2011
Investors Bank & Trust July 2006 - July 2007
Skills
Private Equity, Hedge Funds, Alternative Investments, Fund Accounting, Client-oriented, Financial Services, Investments
Education
Quinnipiac University 2002 — 2006
Bachelor of Science, Finance, General
Sheila Powers's Investors Bank & Trust Experience September 2004 - July 2007
Job Senior Tax Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management April 2013 - Present
BNY Mellon December 2009 - April 2013
JPMorgan Chase August 2007 - December 2009
Investors Bank & Trust September 2004 - July 2007
Skills
Fund Accounting, Derivatives, Accounting, Tax, Equities, Financial Analysis, Bloomberg, Mutual Funds, Financial Services, Financial Reporting, Asset Management, Investments, Corporate Actions, Valuation, Global Custody, Securities, Fixed Income, Financial Accounting, Auditing, Financial Modeling, Finance, Corporate Finance, Portfolio Management
Education
Providence College 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Columbia Management April 2013 - Present
BNY Mellon December 2009 - April 2013
JPMorgan Chase August 2007 - December 2009
Investors Bank & Trust September 2004 - July 2007
Skills
Fund Accounting, Derivatives, Accounting, Tax, Equities, Financial Analysis, Bloomberg, Mutual Funds, Financial Services, Financial Reporting, Asset Management, Investments, Corporate Actions, Valuation, Global Custody, Securities, Fixed Income, Financial Accounting, Auditing, Financial Modeling, Finance, Corporate Finance, Portfolio Management
Education
Providence College 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Sue Luna's Investors Bank & Trust Experience May 1998 - December 1999
Job Manager of Loan Operations and Debt Management at Nova Southeastern University
Industry Higher Education
Experience
Nova Southeastern University August 2004 - Present
Middlesex County College January 2002 - June 2004
Credit Suisse March 2000 - July 2001
Investors Bank & Trust May 1998 - December 1999
Skills
Higher Education, Research, Public Speaking, Student Affairs, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Teaching, Customer Service, Microsoft Word, Leadership
Education
Nova Southeastern University 2004 — 2007
Master of Science (M.S.), Criminal Justice and Public Administration
Boston University 1994 — 1998
Bachelor of Science (BS), Business Administation, International Business, and Organizational Behavior
Nova Southeastern University August 2004 - Present
Middlesex County College January 2002 - June 2004
Credit Suisse March 2000 - July 2001
Investors Bank & Trust May 1998 - December 1999
Skills
Higher Education, Research, Public Speaking, Student Affairs, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Teaching, Customer Service, Microsoft Word, Leadership
Education
Nova Southeastern University 2004 — 2007
Master of Science (M.S.), Criminal Justice and Public Administration
Boston University 1994 — 1998
Bachelor of Science (BS), Business Administation, International Business, and Organizational Behavior
Ruth Baxter's Investors Bank & Trust Experience July 1997 - October 1999
Job
Industry
Experience
The Monogram Source March 2005 - January 2009
John Hancock Financial Services September 2000 - January 2005
Evergreen Investments October 1999 - September 2000
Investors Bank & Trust July 1997 - October 1999
Skills
Microsoft Word, Microsoft Excel, QuickBooks, Outlook
Education
Skidmore College 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
Episcopal High School 1991 — 1993
The Monogram Source March 2005 - January 2009
John Hancock Financial Services September 2000 - January 2005
Evergreen Investments October 1999 - September 2000
Investors Bank & Trust July 1997 - October 1999
Skills
Microsoft Word, Microsoft Excel, QuickBooks, Outlook
Education
Skidmore College 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
Episcopal High School 1991 — 1993
Andres F Henao's Investors Bank & Trust Experience July 2004 - October 2008
Job Senior Business Analyst at SimCorp
Industry Information Technology and Services
Experience
Wellington Management 2011 - 2013
Santander Bank, N.A. February 2012 - July 2012
Loomis, Sayles & Company February 2010 - February 2012
Putnam Investments November 2008 - January 2010
Investors Bank & Trust July 2004 - October 2008
State Street May 2003 - July 2004
Skills
Business Analysis, Client Relationship..., Project Management, Requirements Analysis, Relationship Management..., Pre-sales support, SDLC, Business Process, Analysis, Team Management, Management, Business Process..., Requirements Gathering, CRM, Vendor Management, Agile Methodologies, Visio, Process Improvement, Testing, User Acceptance Testing, SharePoint, Team Leadership, Project Planning
Education
Post University 2012 — 2015
Bachelor's Degree
Universidad Escuela de Administración y Finanzas y Tecnologías 1997 — 2001
Bachelor's Degree
Wellington Management 2011 - 2013
Santander Bank, N.A. February 2012 - July 2012
Loomis, Sayles & Company February 2010 - February 2012
Putnam Investments November 2008 - January 2010
Investors Bank & Trust July 2004 - October 2008
State Street May 2003 - July 2004
Skills
Business Analysis, Client Relationship..., Project Management, Requirements Analysis, Relationship Management..., Pre-sales support, SDLC, Business Process, Analysis, Team Management, Management, Business Process..., Requirements Gathering, CRM, Vendor Management, Agile Methodologies, Visio, Process Improvement, Testing, User Acceptance Testing, SharePoint, Team Leadership, Project Planning
Education
Post University 2012 — 2015
Bachelor's Degree
Universidad Escuela de Administración y Finanzas y Tecnologías 1997 — 2001
Bachelor's Degree
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY