Investors Bank & Trust
Industry: Company
DescriptionInvestors Bank & Trust or IBT was a custodian bank, and the principal operating subsidiary of Investors Financial Services Corp., a holding company based in Boston, Massachusetts. Headquarters: Boston, Massachusetts, United States Founded: 1969, Boston, Massachusetts, United States Successor: State Street Corporation Number of employees: 3,250 Type of business: Publicly listed company (former, NASDAQ: IFIN)
Investors Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Investors Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Andrew Daggett - MBA Andrew Daggett - MBA's Investors Bank & Trust Experience June 2006 - February 2007
Job Business Analyst at Wipro Consulting
Industry Financial Services
Experience
Wipro Consulting September 2014 - Present
Brown Brothers Harriman March 2014 - September 2014
Brown Brothers Harriman August 2010 - March 2014
Brown Brothers Harriman November 2007 - August 2010
State Street February 2007 - November 2007
Investors Bank & Trust June 2006 - February 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Mutual Funds, Equities, Fixed Income, Financial Analysis, Business Analysis, Bloomberg, Securities, Finance, Accounting
Education
Suffolk University - Sawyer Business School 2009 — 2013
Master of Business Administration (MBA), International Business
University of Massachusetts Lowell 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Wipro Consulting September 2014 - Present
Brown Brothers Harriman March 2014 - September 2014
Brown Brothers Harriman August 2010 - March 2014
Brown Brothers Harriman November 2007 - August 2010
State Street February 2007 - November 2007
Investors Bank & Trust June 2006 - February 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Mutual Funds, Equities, Fixed Income, Financial Analysis, Business Analysis, Bloomberg, Securities, Finance, Accounting
Education
Suffolk University - Sawyer Business School 2009 — 2013
Master of Business Administration (MBA), International Business
University of Massachusetts Lowell 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Victor Chang Victor Chang's Investors Bank & Trust Experience March 2002 - July 2003
Job Marketing and Sales Analytics Professional
Industry Market Research
Experience
Compass Consulting Group, Inc. January 2015 - Present
UC Berkeley February 2014 - December 2014
Prescience International November 2012 - May 2013
AlphaDetail November 2010 - November 2012
Health Strategies Group August 2007 - May 2010
Amylin Pharmaceuticals May 2005 - August 2005
UCI School of Medicine August 2003 - August 2004
Investors Bank & Trust March 2002 - July 2003
Skills
Market Research, Strategy, Analysis, Project Management, Qualitative Research, Pharmaceutical Industry, Marketing, Market Analysis, SPSS, Quantitative Analytics, Statistics, Segmentation, Biotechnology, PowerPoint, Microsoft Excel, Marketing Analytics, SQL, Sales Analytics
Education
Keck Graduate Institute 2004 — 2006
M.B.S., Business of Bioscience
University of California, San Diego 1997 — 2001
B.S., Management Science
Compass Consulting Group, Inc. January 2015 - Present
UC Berkeley February 2014 - December 2014
Prescience International November 2012 - May 2013
AlphaDetail November 2010 - November 2012
Health Strategies Group August 2007 - May 2010
Amylin Pharmaceuticals May 2005 - August 2005
UCI School of Medicine August 2003 - August 2004
Investors Bank & Trust March 2002 - July 2003
Skills
Market Research, Strategy, Analysis, Project Management, Qualitative Research, Pharmaceutical Industry, Marketing, Market Analysis, SPSS, Quantitative Analytics, Statistics, Segmentation, Biotechnology, PowerPoint, Microsoft Excel, Marketing Analytics, SQL, Sales Analytics
Education
Keck Graduate Institute 2004 — 2006
M.B.S., Business of Bioscience
University of California, San Diego 1997 — 2001
B.S., Management Science
Maryam Longrus Maryam Longrus's Investors Bank & Trust Experience 2007 - 2007
Job Lead Senior Consultant at SunGard
Industry Financial Services
Experience
eFront June 2013 - September 2014
LP Capital Advisors April 2007 - May 2013
Investors Bank & Trust 2007 - 2007
E*TRADE Financial 2004 - 2006
Skills
Private Equity, Alternative Investments, Investments, Valuation, Financial Services, Financial Modeling, Due Diligence, Asset Management, Portfolio Management, Venture Capital, Investment Banking, Capital Markets, Hedge Funds, Corporate Finance, Equities, Financial Analysis, Investment Management, Analysis, Derivatives, CRM
Education
University of California, Davis 2000 — 2004
Bachelor of Science (B.S.), Managerial Economics
eFront June 2013 - September 2014
LP Capital Advisors April 2007 - May 2013
Investors Bank & Trust 2007 - 2007
E*TRADE Financial 2004 - 2006
Skills
Private Equity, Alternative Investments, Investments, Valuation, Financial Services, Financial Modeling, Due Diligence, Asset Management, Portfolio Management, Venture Capital, Investment Banking, Capital Markets, Hedge Funds, Corporate Finance, Equities, Financial Analysis, Investment Management, Analysis, Derivatives, CRM
Education
University of California, Davis 2000 — 2004
Bachelor of Science (B.S.), Managerial Economics
Peter Cowenhoven Peter Cowenhoven's Investors Bank & Trust Experience July 2002 - November 2005
Job Vice President Boston Private Wealth
Industry Financial Services
Experience
Boston Private March 2013 - Present
Boston Private Bank April 2010 - February 2013
BlackRock March 2006 - April 2009
Investors Bank & Trust July 2002 - November 2005
Investors Bank & Trust May 2001 - July 2002
Investors Bank & Trust November 1999 - May 2001
Skills
Equities, Financial Services, Mutual Funds, Corporate Actions, Banking, CRM, Management, Portfolio Management, Leadership, Fund Accounting, Trading
Education
Trinity College-Hartford 1995 — 1999
B.A. Economics, Economics
Derryfield School 1989 — 1995
High School
Boston Private March 2013 - Present
Boston Private Bank April 2010 - February 2013
BlackRock March 2006 - April 2009
Investors Bank & Trust July 2002 - November 2005
Investors Bank & Trust May 2001 - July 2002
Investors Bank & Trust November 1999 - May 2001
Skills
Equities, Financial Services, Mutual Funds, Corporate Actions, Banking, CRM, Management, Portfolio Management, Leadership, Fund Accounting, Trading
Education
Trinity College-Hartford 1995 — 1999
B.A. Economics, Economics
Derryfield School 1989 — 1995
High School
James Beal James Beal's Investors Bank & Trust Experience September 1999 - July 2007
Job Assistant Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank August 2011 - Present
State Street Bank July 2007 - Present
Investors Bank & Trust September 1999 - July 2007
Evergreen Investments 2003 - 2004
EquiServe 1994 - 1999
Skills
Mutual Funds, Corporate Actions, Client Service, Securities, Asset Management, Staff Development, Staff Management, Training, Training Delivery, Hands-on Training, Financial Services, Process Improvement, Trading, Series 63, Alternative Investments, Fixed Income, Middle Office, Fund Administration
Education
Stonehill College 1988 — 1992
BA, English
Bridgewater Raynham Regional High School 1984 — 1988
State Street Bank August 2011 - Present
State Street Bank July 2007 - Present
Investors Bank & Trust September 1999 - July 2007
Evergreen Investments 2003 - 2004
EquiServe 1994 - 1999
Skills
Mutual Funds, Corporate Actions, Client Service, Securities, Asset Management, Staff Development, Staff Management, Training, Training Delivery, Hands-on Training, Financial Services, Process Improvement, Trading, Series 63, Alternative Investments, Fixed Income, Middle Office, Fund Administration
Education
Stonehill College 1988 — 1992
BA, English
Bridgewater Raynham Regional High School 1984 — 1988
Kelly Covello Kelly Covello's Investors Bank & Trust Experience 2003 - 2005
Job President at Almond Hullers and Processors Association
Industry Food Production
Experience
Almond Hullers and Processors Association 2010 - Present
Almond Board of California 2006 - 2010
Investors Bank & Trust 2003 - 2005
Investors Bank & Trust 2001 - 2003
Education
University of Phoenix Northern California Campus 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
UC Davis 1997 — 2001
Bachelor of Science (B.S.), Agricultural Economics
Almond Hullers and Processors Association 2010 - Present
Almond Board of California 2006 - 2010
Investors Bank & Trust 2003 - 2005
Investors Bank & Trust 2001 - 2003
Education
University of Phoenix Northern California Campus 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
UC Davis 1997 — 2001
Bachelor of Science (B.S.), Agricultural Economics
Glenn McKee Glenn McKee's Investors Bank & Trust Experience February 2001 - May 2004
Job Experienced Hire Recruiter at Deloitte Consulting
Industry Staffing and Recruiting
Experience
Deloitte Consulting January 2010 - Present
Deloitte Consulting, LLP June 2007 - January 2009
CDM January 2006 - June 2007
Mercury Personnel May 2004 - January 2006
Investors Bank & Trust February 2001 - May 2004
Empirix April 2000 - January 2001
Skills
Technical Recruiting, Internet Recruiting, Executive Search, ERP, College Recruiting, Recruiting, Applicant Tracking..., Oracle E-Business Suite, Talent Acquisition, SDLC, Management, Oracle, Sourcing, Consulting, Oracle HR
Education
Suffolk University 1990 — 1994
BA, History
Central Catholic HS 1986 — 1990
Deloitte Consulting January 2010 - Present
Deloitte Consulting, LLP June 2007 - January 2009
CDM January 2006 - June 2007
Mercury Personnel May 2004 - January 2006
Investors Bank & Trust February 2001 - May 2004
Empirix April 2000 - January 2001
Skills
Technical Recruiting, Internet Recruiting, Executive Search, ERP, College Recruiting, Recruiting, Applicant Tracking..., Oracle E-Business Suite, Talent Acquisition, SDLC, Management, Oracle, Sourcing, Consulting, Oracle HR
Education
Suffolk University 1990 — 1994
BA, History
Central Catholic HS 1986 — 1990
Jashan Singh's Investors Bank & Trust Experience December 2005 - June 2007
Job Davita Walnut Creek, Facility Administrator
Industry Hospital & Health Care
Experience
DaVita Dialysis, Walnut Creek, CA June 2014 - Present
Kinng Inc. Self Employed May 2007 - September 2013
Investors Bank & Trust December 2005 - June 2007
Skills
Management, Financial Reporting, Accounting, Small Business..., Social Media Marketing, Event Management, Microsoft Office, Photoshop
Education
University of California, Davis 2000 — 2005
Bachelor's Degree, Economics
DaVita Dialysis, Walnut Creek, CA June 2014 - Present
Kinng Inc. Self Employed May 2007 - September 2013
Investors Bank & Trust December 2005 - June 2007
Skills
Management, Financial Reporting, Accounting, Small Business..., Social Media Marketing, Event Management, Microsoft Office, Photoshop
Education
University of California, Davis 2000 — 2005
Bachelor's Degree, Economics
Jon Northrop Jon Northrop's Investors Bank & Trust Experience June 2005 - August 2006
Job Account Executive, YELP
Industry Information Technology and Services
Experience
Yelp July 2013 - Present
Bit by Bit August 2012 - May 2013
Spinal Technology Inc June 2009 - July 2012
State Street August 2006 - June 2009
Investors Bank & Trust June 2005 - August 2006
Skills
Sales, Finance, Deal Closure, Pipeline Management
Education
Suffolk University 2003 — 2006
Bachelor of Science (B.S.), Finance
Yelp July 2013 - Present
Bit by Bit August 2012 - May 2013
Spinal Technology Inc June 2009 - July 2012
State Street August 2006 - June 2009
Investors Bank & Trust June 2005 - August 2006
Skills
Sales, Finance, Deal Closure, Pipeline Management
Education
Suffolk University 2003 — 2006
Bachelor of Science (B.S.), Finance
Michael Vantine Michael Vantine's Investors Bank & Trust Experience October 2005 - October 2006
Job External Consultant Business Analyst at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox November 2012 - Present
Mellon Capital Management May 2012 - October 2012
Putnam Investments November 2009 - May 2012
Putnam Investments November 2006 - October 2009
Investors Bank & Trust October 2005 - October 2006
Investors Bank & Trust October 2004 - September 2005
Skills
Bloomberg Terminal, SQL, Access, Excel, Quicken, Equities, Derivatives, Securities, Bloomberg, Investments, Corporate Actions, Bonds, Business Analysis, Fixed Income, Microsoft Excel, Financial Services, Fund Accounting, Market Data, Requirements Gathering, Trading, Investment Management, Trading Systems
Education
Stonehill College 2000 — 2004
Bachelors, Economics
Dodge & Cox November 2012 - Present
Mellon Capital Management May 2012 - October 2012
Putnam Investments November 2009 - May 2012
Putnam Investments November 2006 - October 2009
Investors Bank & Trust October 2005 - October 2006
Investors Bank & Trust October 2004 - September 2005
Skills
Bloomberg Terminal, SQL, Access, Excel, Quicken, Equities, Derivatives, Securities, Bloomberg, Investments, Corporate Actions, Bonds, Business Analysis, Fixed Income, Microsoft Excel, Financial Services, Fund Accounting, Market Data, Requirements Gathering, Trading, Investment Management, Trading Systems
Education
Stonehill College 2000 — 2004
Bachelors, Economics
Michelle Begley, PHR Michelle Begley, PHR's Investors Bank & Trust Experience 2002 - 2005
Job HR Manager at PepsiCo
Industry Food & Beverages
Experience
PepsiCo February 2014 - Present
PepsiCo January 2013 - January 2014
PepsiCo - Pepsi Beverages Company August 2012 - December 2012
Pepsi Beverages Company August 2011 - August 2012
Pepsi Beverages Company May 2010 - July 2011
HD Supply July 2007 - July 2010
Investors Bank & Trust 2002 - 2005
Skills
Onboarding, Human Resources, Employee Relations, Succession Planning, Performance Management, Talent Management, Personnel Management, Workforce Planning, HR Policies, Talent Acquisition, Labor Relations, Leadership, Employee Engagement, HRIS, Deferred Compensation, Employee Benefits, College Recruiting, Benefits Administration, Applicant Tracking..., Organizational..., Union Avoidance, New Hire Orientations, FMLA
Education
University of Ulster
BA Hons, Business Studies
PepsiCo February 2014 - Present
PepsiCo January 2013 - January 2014
PepsiCo - Pepsi Beverages Company August 2012 - December 2012
Pepsi Beverages Company August 2011 - August 2012
Pepsi Beverages Company May 2010 - July 2011
HD Supply July 2007 - July 2010
Investors Bank & Trust 2002 - 2005
Skills
Onboarding, Human Resources, Employee Relations, Succession Planning, Performance Management, Talent Management, Personnel Management, Workforce Planning, HR Policies, Talent Acquisition, Labor Relations, Leadership, Employee Engagement, HRIS, Deferred Compensation, Employee Benefits, College Recruiting, Benefits Administration, Applicant Tracking..., Organizational..., Union Avoidance, New Hire Orientations, FMLA
Education
University of Ulster
BA Hons, Business Studies
Adam Moyseowicz Adam Moyseowicz's Investors Bank & Trust Experience March 2005 - April 2006
Job 10+ years of industry experience in Operations, Relationship Management and Client Service
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman February 2011 - March 2014
Brown Brothers Harriman February 2008 - February 2011
Brown Brothers Harriman October 2006 - February 2008
State Street April 2006 - October 2006
Investors Bank & Trust March 2005 - April 2006
Investors Bank & Trust May 2004 - March 2005
Investors Bank & Trust July 2001 - May 2004
VIS Corporation September 1999 - July 2001
Skills
Mutual Funds, Alternative Investments, Bloomberg, Fixed Income, Investment Management, Equities, Derivatives, Asset Managment, Securities, Financial Services, Relationship Management, Fund Accounting, Global Trade Management, Corporate Actions, Foreign Exchange, Superior Client Service, Global Custody, Asset Management, CRM, Client Services, Finance, Settlement
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
MSF, Finance
Trinity College-Hartford 1995 — 1999
Bachelor of Science (B.S.), Psychology
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman February 2011 - March 2014
Brown Brothers Harriman February 2008 - February 2011
Brown Brothers Harriman October 2006 - February 2008
State Street April 2006 - October 2006
Investors Bank & Trust March 2005 - April 2006
Investors Bank & Trust May 2004 - March 2005
Investors Bank & Trust July 2001 - May 2004
VIS Corporation September 1999 - July 2001
Skills
Mutual Funds, Alternative Investments, Bloomberg, Fixed Income, Investment Management, Equities, Derivatives, Asset Managment, Securities, Financial Services, Relationship Management, Fund Accounting, Global Trade Management, Corporate Actions, Foreign Exchange, Superior Client Service, Global Custody, Asset Management, CRM, Client Services, Finance, Settlement
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
MSF, Finance
Trinity College-Hartford 1995 — 1999
Bachelor of Science (B.S.), Psychology
Jonathan McGee, CFA, CIPM Jonathan McGee, CFA, CIPM's Investors Bank & Trust Experience July 2006 - July 2007
Job SVP/Senior Manager, Investment Performance & Client Reporting at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2010 - Present
State Street Corporation July 2007 - December 2010
Investors Bank & Trust July 2006 - July 2007
State Street December 2005 - July 2006
State Street March 2003 - December 2005
State Street February 2001 - March 2003
State Street February 2000 - February 2001
State Street January 1999 - February 2000
State Street January 1998 - January 1999
Skills
Performance Measurement, Fixed Income, Equities, Portfolio Management, Analytics, Performance Attribution, Mutual Funds, Leadership, GIPS Compliance, CRM, Strategic Planning, Strategy, Analysis, Business Analysis, Alternative Investments, Hedge Funds, Market Data, Asset Management
Education
University of California, Berkeley, Haas School of Business 2013 — 2013
Executive Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science (B.Sc.)
Putnam Investments December 2010 - Present
State Street Corporation July 2007 - December 2010
Investors Bank & Trust July 2006 - July 2007
State Street December 2005 - July 2006
State Street March 2003 - December 2005
State Street February 2001 - March 2003
State Street February 2000 - February 2001
State Street January 1999 - February 2000
State Street January 1998 - January 1999
Skills
Performance Measurement, Fixed Income, Equities, Portfolio Management, Analytics, Performance Attribution, Mutual Funds, Leadership, GIPS Compliance, CRM, Strategic Planning, Strategy, Analysis, Business Analysis, Alternative Investments, Hedge Funds, Market Data, Asset Management
Education
University of California, Berkeley, Haas School of Business 2013 — 2013
Executive Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science (B.Sc.)
Andrew Keys Andrew Keys's Investors Bank & Trust Experience 2006 - 2007
Job Budget Manager at City of Elk Grove
Industry Government Administration
Experience
City of Elk Grove September 2013 - Present
City of Elk Grove April 2008 - September 2013
City of Elk Grove July 2012 - January 2013
KNN Public Finance April 2007 - April 2008
Investors Bank & Trust 2006 - 2007
Skills
Leadership, Project Management, Analysis, Budgets, Policy Analysis, Financial Modeling, Local Government, Performance Measurement, Team Building, Public Finance, Municipal Bonds, Investments, Intergovernmental..., Cross Functional Team..., Contract Management, Strategy, Management, Government, Public Policy, Policy, Public Administration, Economic Development, Public Budgeting, Finance
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA
University of California, Davis 2000 — 2006
BA, International Relations
City of Elk Grove September 2013 - Present
City of Elk Grove April 2008 - September 2013
City of Elk Grove July 2012 - January 2013
KNN Public Finance April 2007 - April 2008
Investors Bank & Trust 2006 - 2007
Skills
Leadership, Project Management, Analysis, Budgets, Policy Analysis, Financial Modeling, Local Government, Performance Measurement, Team Building, Public Finance, Municipal Bonds, Investments, Intergovernmental..., Cross Functional Team..., Contract Management, Strategy, Management, Government, Public Policy, Policy, Public Administration, Economic Development, Public Budgeting, Finance
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA
University of California, Davis 2000 — 2006
BA, International Relations
TJ Mallory TJ Mallory's Investors Bank & Trust Experience 2004 - 2006
Job Manager Investment Operations Project Management at PNC
Industry Financial Services
Experience
PNC March 2014 - Present
PNC March 2010 - March 2014
PNC 2008 - 2010
PNC 2006 - 2008
Investors Bank & Trust 2004 - 2006
BNY Mellon 2001 - 2003
BNY Mellon 2000 - 2001
State Street 1999 - 2000
Skills
Securities, Fixed Income, Settlement, Payments, Treasury Management, Portfolio Management, Equities, Capital Markets, SWIFT payments, Bloomberg, Back Office, Foreign Exchange, Investments, Currency, SWIFT messaging, Money Market, Global Custody, Middle Office, Treasury, Cash Management, Financial Risk, Banking, Bank Pledging, TBA Processing, Repo/Resale Transaction..., ACI-MTS, Sungard InTrader, BlackRock Aladdin
Education
University of Phoenix 1999 — 2001
Master of Business Administration (MBA), Global Management
The College of Wooster 1988 — 1993
Bachelor of Arts (B.A.), History Major - Philosophy Minor
Western Reserve Academy 1987 — 1988
College Prep, College Preparatory and Advanced High School/Secondary Diploma Program
Loyola High School 1984 — 1987
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
PNC March 2014 - Present
PNC March 2010 - March 2014
PNC 2008 - 2010
PNC 2006 - 2008
Investors Bank & Trust 2004 - 2006
BNY Mellon 2001 - 2003
BNY Mellon 2000 - 2001
State Street 1999 - 2000
Skills
Securities, Fixed Income, Settlement, Payments, Treasury Management, Portfolio Management, Equities, Capital Markets, SWIFT payments, Bloomberg, Back Office, Foreign Exchange, Investments, Currency, SWIFT messaging, Money Market, Global Custody, Middle Office, Treasury, Cash Management, Financial Risk, Banking, Bank Pledging, TBA Processing, Repo/Resale Transaction..., ACI-MTS, Sungard InTrader, BlackRock Aladdin
Education
University of Phoenix 1999 — 2001
Master of Business Administration (MBA), Global Management
The College of Wooster 1988 — 1993
Bachelor of Arts (B.A.), History Major - Philosophy Minor
Western Reserve Academy 1987 — 1988
College Prep, College Preparatory and Advanced High School/Secondary Diploma Program
Loyola High School 1984 — 1987
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Arnold (Ari) Cassuto, CTP, MBA Arnold (Ari) Cassuto, CTP, MBA's Investors Bank & Trust Experience September 2003 - June 2004
Job VP; Senior Territory Manager for Chase Paymentech
Industry Banking
Experience
Chase Paymentech April 2015 - Present
JPMorgan Chase August 2013 - April 2015
Popular Community Bank September 2012 - August 2013
Bank of America June 2008 - August 2012
Bank of America June 2007 - June 2008
Marcus & Millichap June 2006 - August 2006
Tenderloin Neighborhood Development Corporation June 2004 - June 2005
Investors Bank & Trust September 2003 - June 2004
Wells Fargo September 2002 - September 2003
Skills
Sales Process, Data Analysis, Client Development, New Business Development, Teamwork, Customer Experience, Presentations, Strategic Thinking, Real Estate, Building Relationships, Oracle CRM, Microsoft Office, Cash Management, Financial Services, Commercial Banking, Major Accounts, SPIN Selling, Finance, Leadership, Financial Modeling, CTP, AFP, Management, Treasury Management, Loans, Treasury Services, Financial Risk, Credit Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Master of Business Administration (MBA), Real Estate
University of California, Davis 1998 — 2003
Bachelor of Science (BS), Economics
Chase Paymentech April 2015 - Present
JPMorgan Chase August 2013 - April 2015
Popular Community Bank September 2012 - August 2013
Bank of America June 2008 - August 2012
Bank of America June 2007 - June 2008
Marcus & Millichap June 2006 - August 2006
Tenderloin Neighborhood Development Corporation June 2004 - June 2005
Investors Bank & Trust September 2003 - June 2004
Wells Fargo September 2002 - September 2003
Skills
Sales Process, Data Analysis, Client Development, New Business Development, Teamwork, Customer Experience, Presentations, Strategic Thinking, Real Estate, Building Relationships, Oracle CRM, Microsoft Office, Cash Management, Financial Services, Commercial Banking, Major Accounts, SPIN Selling, Finance, Leadership, Financial Modeling, CTP, AFP, Management, Treasury Management, Loans, Treasury Services, Financial Risk, Credit Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Master of Business Administration (MBA), Real Estate
University of California, Davis 1998 — 2003
Bachelor of Science (BS), Economics
Dennis Lowthers Dennis Lowthers's Investors Bank & Trust Experience August 2002 - July 2007
Job Business Development Consultant at Education Pioneers
Industry Financial Services
Experience
Education Pioneers 2013 - Present
AG Khan, DMD, PC an S Corp 2011 - 2012
State Street Bank & Trust Co 2002 - 2010
Investors Bank & Trust August 2002 - July 2007
Investors Bank & Trust 2000 - 2002
Investors Bank & Trust 1996 - 2000
Mellon Bank 1992 - 1996
Skills
CRM, Investments, Financial Services, Mutual Funds, Management, Banking, Securities, Human Resources, Fund Accounting, Auditing, Competitive Analysis, Fixed Income, Retirement Planning, Employee Training, Equities, Analysis, Strategy, Corporate Actions, Global Custody, Institutional..., Risk Management, Finance, Leadership, Financial Risk, Business Development, Strategic Planning, Relationship Management, Graduate Recruitment, Qualifying Candidates, Project Management
Education
Suffolk University 1987 — 1991
Bachelor of Science Degree, Business Administration; Business Management
Education Pioneers 2013 - Present
AG Khan, DMD, PC an S Corp 2011 - 2012
State Street Bank & Trust Co 2002 - 2010
Investors Bank & Trust August 2002 - July 2007
Investors Bank & Trust 2000 - 2002
Investors Bank & Trust 1996 - 2000
Mellon Bank 1992 - 1996
Skills
CRM, Investments, Financial Services, Mutual Funds, Management, Banking, Securities, Human Resources, Fund Accounting, Auditing, Competitive Analysis, Fixed Income, Retirement Planning, Employee Training, Equities, Analysis, Strategy, Corporate Actions, Global Custody, Institutional..., Risk Management, Finance, Leadership, Financial Risk, Business Development, Strategic Planning, Relationship Management, Graduate Recruitment, Qualifying Candidates, Project Management
Education
Suffolk University 1987 — 1991
Bachelor of Science Degree, Business Administration; Business Management
Shawn McNinch Shawn McNinch's Investors Bank & Trust Experience October 2003 - March 2007
Job Global ETF Product & Sales Head SVP
Industry Financial Services
Experience
Brown Brothers Harriman September 2009 - Present
Barclays Global Investors April 2007 - July 2009
Investors Bank & Trust October 2003 - March 2007
Andersen Business Consulting April 2000 - September 2003
Merrill Lynch August 1993 - April 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance and Intl Business
Syracuse University 1989 — 1993
BS, Finance
Brown Brothers Harriman September 2009 - Present
Barclays Global Investors April 2007 - July 2009
Investors Bank & Trust October 2003 - March 2007
Andersen Business Consulting April 2000 - September 2003
Merrill Lynch August 1993 - April 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance and Intl Business
Syracuse University 1989 — 1993
BS, Finance
Asim Mondal Asim Mondal's Investors Bank & Trust Experience April 2002 - February 2003
Job B2B Architect
Industry Information Technology and Services
Experience
MIRACLE SOFTWARE SYSTEMS, INC May 2013 - Present
TCS February 2011 - April 2013
Borders Group Inc. February 2010 - January 2011
Schlumberger January 2006 - November 2009
DIRECTV January 2004 - December 2004
Investors Bank & Trust April 2002 - February 2003
Reliant Energy January 2001 - December 2001
Skills
Sterling File Gateway, Sterling B2B/MFT..., Sterling Secure Proxy, Sterling Control Center, Business Process Design, Cognos Report Studio..., Cloud Computing, WebSphere MQ, SOA, Integration, EAI, Enterprise Architecture, BPEL, SDLC, Solution Architecture, Java Enterprise Edition, IT Strategy, Requirements Analysis, Software Project..., ESB, Middleware, Java, Web Services, JMS, XML, Connect direct Secure+,, JCAPS
Education
University of Burdwan 1993 — 1995
MSc, PGDCA
IBM Education
IBM Education
IBM Education
IBM Education
IBM Education
IBM Education
IBM Education
MIRACLE SOFTWARE SYSTEMS, INC May 2013 - Present
TCS February 2011 - April 2013
Borders Group Inc. February 2010 - January 2011
Schlumberger January 2006 - November 2009
DIRECTV January 2004 - December 2004
Investors Bank & Trust April 2002 - February 2003
Reliant Energy January 2001 - December 2001
Skills
Sterling File Gateway, Sterling B2B/MFT..., Sterling Secure Proxy, Sterling Control Center, Business Process Design, Cognos Report Studio..., Cloud Computing, WebSphere MQ, SOA, Integration, EAI, Enterprise Architecture, BPEL, SDLC, Solution Architecture, Java Enterprise Edition, IT Strategy, Requirements Analysis, Software Project..., ESB, Middleware, Java, Web Services, JMS, XML, Connect direct Secure+,, JCAPS
Education
University of Burdwan 1993 — 1995
MSc, PGDCA
IBM Education
IBM Education
IBM Education
IBM Education
IBM Education
IBM Education
IBM Education
Christina Baran Christina Baran's Investors Bank & Trust Experience March 1998 - August 1999
Job Director of Creative Services at H&L PartnersBoston
Industry Marketing and Advertising
Experience
H&L Partners-Boston November 2013 - Present
Mullen March 2010 - November 2013
Mullen December 2005 - March 2010
Mullen February 2003 - August 2005
Mullen August 2001 - February 2003
Mullen September 2000 - August 2001
Mullen August 1999 - September 2000
Investors Bank & Trust March 1998 - August 1999
Skills
Direct Mail, Print Production, Advertising, Account Management, Production, Direct Marketing, PowerPoint, Email Marketing, Integrated Marketing, Budgeting, Scheduling, Microsoft Office, Mac, Event Planning, Word, Research, Excel, Process Scheduler, Marketing, Project Management, Interactive Advertising, Budgets, Copywriting, Creative Strategy
Education
Suffolk University 1993 — 1996
BS, Public Relations
H&L Partners-Boston November 2013 - Present
Mullen March 2010 - November 2013
Mullen December 2005 - March 2010
Mullen February 2003 - August 2005
Mullen August 2001 - February 2003
Mullen September 2000 - August 2001
Mullen August 1999 - September 2000
Investors Bank & Trust March 1998 - August 1999
Skills
Direct Mail, Print Production, Advertising, Account Management, Production, Direct Marketing, PowerPoint, Email Marketing, Integrated Marketing, Budgeting, Scheduling, Microsoft Office, Mac, Event Planning, Word, Research, Excel, Process Scheduler, Marketing, Project Management, Interactive Advertising, Budgets, Copywriting, Creative Strategy
Education
Suffolk University 1993 — 1996
BS, Public Relations
Asher Qureshi Asher Qureshi's Investors Bank & Trust Experience 2002 - 2004
Job
Industry Investment Management
Experience
Tenzing Global Investors June 2011 - Present
Evnine & Associates, Inc. June 2010 - June 2011
Evnine & Associates, Inc March 2006 - June 2010
Bank of New York Alternative Investment Services 2004 - 2006
Investors Bank & Trust 2002 - 2004
Skills
Equities, Hedge Funds
Education
University of California, Davis 1998 — 2002
BS, Economics, Political Science
Tenzing Global Investors June 2011 - Present
Evnine & Associates, Inc. June 2010 - June 2011
Evnine & Associates, Inc March 2006 - June 2010
Bank of New York Alternative Investment Services 2004 - 2006
Investors Bank & Trust 2002 - 2004
Skills
Equities, Hedge Funds
Education
University of California, Davis 1998 — 2002
BS, Economics, Political Science
Andrew Spradling's Investors Bank & Trust Experience 2004 - 2006
Job Vice President Portfolio Management at BlackRock
Industry Investment Management
Experience
BlackRock November 2009 - Present
Barclays Global Investors November 2006 - November 2009
Investors Bank & Trust 2004 - 2006
Skills
Fund Of Funds, Bloomberg, Fund Accounting, Mutual Funds, Equities, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, ETFs, Performance Attribution, Asset Management, Investment Management
Education
University of California, Los Angeles 2000 — 2004
BA, International Economics, Political Science
BlackRock November 2009 - Present
Barclays Global Investors November 2006 - November 2009
Investors Bank & Trust 2004 - 2006
Skills
Fund Of Funds, Bloomberg, Fund Accounting, Mutual Funds, Equities, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, ETFs, Performance Attribution, Asset Management, Investment Management
Education
University of California, Los Angeles 2000 — 2004
BA, International Economics, Political Science
Samantha English Samantha English's Investors Bank & Trust Experience January 2003 - June 2007
Job IM Planner at Gap Inc./Old Navy
Industry Financial Services
Experience
Gap Inc./Old Navy August 2011 - Present
States Street Bank and Trust July 2007 - December 2010
Investors Bank & Trust January 2003 - June 2007
Investors Bank & Trust July 2001 - December 2002
Barclays Global Investors September 1999 - June 2001
Skills
Financial Services, Equities, Fixed Income, Investments, Management, Mutual Funds, Portfolio Management, Project Management
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance and Management
University of Delaware 1995 — 1999
Business Administration, Finance and Marketing
Gap Inc./Old Navy August 2011 - Present
States Street Bank and Trust July 2007 - December 2010
Investors Bank & Trust January 2003 - June 2007
Investors Bank & Trust July 2001 - December 2002
Barclays Global Investors September 1999 - June 2001
Skills
Financial Services, Equities, Fixed Income, Investments, Management, Mutual Funds, Portfolio Management, Project Management
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance and Management
University of Delaware 1995 — 1999
Business Administration, Finance and Marketing
Ana Isabel (Bela) Maranhas Ana Isabel (Bela) Maranhas's Investors Bank & Trust Experience 1982 - 1987
Job FINANCIAL SERVICES SME, ANALYST, PROJECT LEAD & MANAGER
Industry Financial Services
Experience
DerivaSYS Financial Consulting, LLC April 2014 - Present
Neuberger Berman April 2014 - February 2015
State Street May 2012 - December 2013
State Street May 2011 - June 2012
SEI Investments March 2011 - May 2011
DerivaSYS LLC October 2004 - December 2007
Investors Bank & Trust Company 1987 - October 2004
Investors Bank & Trust 1982 - 1987
Skills
Fixed Income, Derivatives, Equities, Financial Services, Securities, Trading, Hedge Funds, Business Process, Corporate Actions, Middle Office, FX Options, Trading Systems, Fund Accounting, Back Office, Portfolio Management, Financial Risk, Swaps, Options, Mutual Funds, Finance, Alternative Investments, FX Contracts
Education
Tufts University
Bachelor's Degree, Economics
DerivaSYS Financial Consulting, LLC April 2014 - Present
Neuberger Berman April 2014 - February 2015
State Street May 2012 - December 2013
State Street May 2011 - June 2012
SEI Investments March 2011 - May 2011
DerivaSYS LLC October 2004 - December 2007
Investors Bank & Trust Company 1987 - October 2004
Investors Bank & Trust 1982 - 1987
Skills
Fixed Income, Derivatives, Equities, Financial Services, Securities, Trading, Hedge Funds, Business Process, Corporate Actions, Middle Office, FX Options, Trading Systems, Fund Accounting, Back Office, Portfolio Management, Financial Risk, Swaps, Options, Mutual Funds, Finance, Alternative Investments, FX Contracts
Education
Tufts University
Bachelor's Degree, Economics
Amy Fahey's Investors Bank & Trust Experience October 1990 - November 1997
Job Marketing Manager at Colantonio, Inc.
Industry Construction
Experience
Colantonio, Inc. January 2010 - Present
State Street June 2008 - February 2009
Brain Injury Association of Massachusetts April 2007 - May 2008
Investors Bank & Trust October 1990 - November 1997
Skills
Proposal Writing, Strategic Planning, Market Planning, Brand Management, Marketing Management, Marketing Communications, Advertising, Construction, Construction Management, Cross-functional Team..., Marketing, Contractors, Contract Negotiation, Budgets, Business Development, Contract Management, Lead Generation
Education
Suffolk University - Sawyer School of Management 1987 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Colantonio, Inc. January 2010 - Present
State Street June 2008 - February 2009
Brain Injury Association of Massachusetts April 2007 - May 2008
Investors Bank & Trust October 1990 - November 1997
Skills
Proposal Writing, Strategic Planning, Market Planning, Brand Management, Marketing Management, Marketing Communications, Advertising, Construction, Construction Management, Cross-functional Team..., Marketing, Contractors, Contract Negotiation, Budgets, Business Development, Contract Management, Lead Generation
Education
Suffolk University - Sawyer School of Management 1987 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Michael Ferriera Michael Ferriera's Investors Bank & Trust Experience May 2000 - July 2007
Job Assistant Vice President, Financial Reporting at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust May 2000 - July 2007
State Street December 1997 - May 2000
Skills
Financial Reporting, Financial Statements, Budgets, Mutual Funds, Fund Administration, Financial Analysis, Investments, Derivatives, Accounting, Bloomberg, Financial Services, Fund Accounting, Beer, Disney Vacations, Painting, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance and Accounting
Stonehill College 1988 — 1992
Bachelor’s Degree, English Literature major / Business minor
State Street July 2007 - Present
Investors Bank & Trust May 2000 - July 2007
State Street December 1997 - May 2000
Skills
Financial Reporting, Financial Statements, Budgets, Mutual Funds, Fund Administration, Financial Analysis, Investments, Derivatives, Accounting, Bloomberg, Financial Services, Fund Accounting, Beer, Disney Vacations, Painting, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance and Accounting
Stonehill College 1988 — 1992
Bachelor’s Degree, English Literature major / Business minor
Jamie Blanks Jamie Blanks's Investors Bank & Trust Experience 2006 - 2007
Job AVP, Senior Project Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2012 - Present
State Street Corporation July 2007 - June 2012
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 1995 - 1999
Investors Bank & Trust 1990 - 1994
Brown Brothers Harriman 1988 - 1990
State Street 1987 - 1988
Skills
Project Management, Program Management, Team Management, Leadership, Resource Management, Business Solutions..., Budget Planning &..., Team Building, Strategic Planning, Vendor Management, System Development..., Client Relations Skills, Data Warehousing, Data Conversion, 3rd Party Integrations, ASP (SaaS) Solutions, Project Planning, Budgets
Education
Suffolk University - Sawyer School of Management
MBA, Concentration in Computer Science
University of Rhode Island
BS, Marketing
MFS Investment Management November 2012 - Present
State Street Corporation July 2007 - June 2012
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 1995 - 1999
Investors Bank & Trust 1990 - 1994
Brown Brothers Harriman 1988 - 1990
State Street 1987 - 1988
Skills
Project Management, Program Management, Team Management, Leadership, Resource Management, Business Solutions..., Budget Planning &..., Team Building, Strategic Planning, Vendor Management, System Development..., Client Relations Skills, Data Warehousing, Data Conversion, 3rd Party Integrations, ASP (SaaS) Solutions, Project Planning, Budgets
Education
Suffolk University - Sawyer School of Management
MBA, Concentration in Computer Science
University of Rhode Island
BS, Marketing
Matthew Zaleta Matthew Zaleta's Investors Bank & Trust Experience 2005 - 2006
Job Associate Brand Manager at LEGO Group
Industry Marketing and Advertising
Experience
LEGO Group January 2014 - Present
University of Connecticut August 2012 - May 2014
Gartner May 2013 - August 2013
Brix Restaurant March 2011 - August 2011
Hotel Monte Vista September 2006 - March 2011
Investors Bank & Trust 2005 - 2006
Skills
Financial Analysis, Small Business..., Project Management, Market Research, Financial Modeling, Data Analysis, Accounting, Management, Small Business, Sales, Team Building, Time Management, Public Relations, Strategy, Analysis, Competitive Analysis, Customer Service, Product Development, Marketing Research, Leadership
Education
The University of Connecticut School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing
The University of Connecticut 2001 — 2005
Bachelor of Science (B.S.), Finance, General
LEGO Group January 2014 - Present
University of Connecticut August 2012 - May 2014
Gartner May 2013 - August 2013
Brix Restaurant March 2011 - August 2011
Hotel Monte Vista September 2006 - March 2011
Investors Bank & Trust 2005 - 2006
Skills
Financial Analysis, Small Business..., Project Management, Market Research, Financial Modeling, Data Analysis, Accounting, Management, Small Business, Sales, Team Building, Time Management, Public Relations, Strategy, Analysis, Competitive Analysis, Customer Service, Product Development, Marketing Research, Leadership
Education
The University of Connecticut School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing
The University of Connecticut 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Katherine (Simmons) Potteiger Katherine (Simmons) Potteiger's Investors Bank & Trust Experience April 2006 - July 2008
Job Manager, Information Technology at Biogen
Industry Information Technology and Services
Experience
Biogen Idec January 2015 - Present
Biogen April 2013 - January 2015
Biogen Idec February 2012 - April 2013
United Natural Foods (Centric Consulting) January 2010 - December 2011
It's Learning June 2009 - August 2009
Investors Bank & Trust April 2006 - July 2008
State Street April 2006 - July 2008
Commonwealth of Massachusetts January 2005 - April 2006
Skills
Product Launch, Digital Marketing, Web Project Management, Project Management, Resource Management, Requirements Gathering, Software Documentation, Business Analysis, Business Process, Software Project..., SDLC, Strategy, Warehouse Management, Integration, Visio, Process Improvement, PMO, Software Implementation, MS Project, Web Applications, Release Management, Management Consulting, SharePoint, Technical Documentation, Executive Reporting, Business Relationship..., Software Lifecycle..., Software Configuration..., Vendor Management, Project Portfolio..., Mobile Applications, Mobile Design, JIRA, MBA, International Business, Human Capital Management, Project Delivery, Data Mapping, Scrum, BPMN, Agile, Web Design, Timelines, Email Marketing, Social Media Marketing, Web Analytics
Education
Suffolk University - Sawyer School of Management 2008 — 2009
MBA, International Business
University of Massachusetts Boston 2000 — 2006
BA, Political Science and Irish Studies
Biogen Idec January 2015 - Present
Biogen April 2013 - January 2015
Biogen Idec February 2012 - April 2013
United Natural Foods (Centric Consulting) January 2010 - December 2011
It's Learning June 2009 - August 2009
Investors Bank & Trust April 2006 - July 2008
State Street April 2006 - July 2008
Commonwealth of Massachusetts January 2005 - April 2006
Skills
Product Launch, Digital Marketing, Web Project Management, Project Management, Resource Management, Requirements Gathering, Software Documentation, Business Analysis, Business Process, Software Project..., SDLC, Strategy, Warehouse Management, Integration, Visio, Process Improvement, PMO, Software Implementation, MS Project, Web Applications, Release Management, Management Consulting, SharePoint, Technical Documentation, Executive Reporting, Business Relationship..., Software Lifecycle..., Software Configuration..., Vendor Management, Project Portfolio..., Mobile Applications, Mobile Design, JIRA, MBA, International Business, Human Capital Management, Project Delivery, Data Mapping, Scrum, BPMN, Agile, Web Design, Timelines, Email Marketing, Social Media Marketing, Web Analytics
Education
Suffolk University - Sawyer School of Management 2008 — 2009
MBA, International Business
University of Massachusetts Boston 2000 — 2006
BA, Political Science and Irish Studies
John Mattera John Mattera's Investors Bank & Trust Experience September 2006 - July 2007
Job PMO and Workplan Administrator at Accenture
Industry Financial Services
Experience
Accenture/Commonwealth of Massachusetts Child Enforcement Division May 2013 - Present
Accenture May 2013 - Present
Fidelity Investments: Institutional Wealth Services (IWS) November 2012 - January 2013
State Street Bank February 2012 - October 2012
Deutsche Bank October 2010 - June 2011
State Street 2006 - 2009
Investors Bank & Trust September 2006 - July 2007
Brown Brothers Harriman January 1996 - September 2006
Skills
FX, Settlement, Operations Management, Change Management, Reconciliation, Team Building, Corporate Actions, Global Custody, Mutual Funds, Bloomberg, SWIFT, Client Service, Back Office, Investment Operations, Euroclear, Settlements, Process Improvement, Analysis, Outsourcing, Middle Office, Financial Services, Investments, Account Reconciliation
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Accounting
Accenture/Commonwealth of Massachusetts Child Enforcement Division May 2013 - Present
Accenture May 2013 - Present
Fidelity Investments: Institutional Wealth Services (IWS) November 2012 - January 2013
State Street Bank February 2012 - October 2012
Deutsche Bank October 2010 - June 2011
State Street 2006 - 2009
Investors Bank & Trust September 2006 - July 2007
Brown Brothers Harriman January 1996 - September 2006
Skills
FX, Settlement, Operations Management, Change Management, Reconciliation, Team Building, Corporate Actions, Global Custody, Mutual Funds, Bloomberg, SWIFT, Client Service, Back Office, Investment Operations, Euroclear, Settlements, Process Improvement, Analysis, Outsourcing, Middle Office, Financial Services, Investments, Account Reconciliation
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Accounting
John Punch John Punch's Investors Bank & Trust Experience October 2006 - July 2007
Job Financial Services Consultant
Industry Financial Services
Experience
SunGard 2012 - Present
SunGard January 2010 - August 2012
State Street November 2008 - February 2009
State Street July 2007 - November 2008
Investors Bank & Trust October 2006 - July 2007
State Street 2004 - 2006
State Street 2003 - 2004
Skills
Risk Management, Portfolio Management, Financial Risk, Financial Services, Banking, Integration, Analysis, Business Analysis, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Mergers, Project Management
Education
Suffolk University - Sawyer Business School 1999 — 2002
MBA, Finance
SunGard 2012 - Present
SunGard January 2010 - August 2012
State Street November 2008 - February 2009
State Street July 2007 - November 2008
Investors Bank & Trust October 2006 - July 2007
State Street 2004 - 2006
State Street 2003 - 2004
Skills
Risk Management, Portfolio Management, Financial Risk, Financial Services, Banking, Integration, Analysis, Business Analysis, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Mergers, Project Management
Education
Suffolk University - Sawyer Business School 1999 — 2002
MBA, Finance
Joseph Podesta Joseph Podesta's Investors Bank & Trust Experience July 2002 - July 2007
Job Vice President IT Infrastructure Operations at MSCI Inc.
Industry Information Technology and Services
Experience
MSCI December 2014 - Present
State Street 2007 - December 2014
Investors Bank & Trust July 2002 - July 2007
SOMA LIVING INC On-line real estate services company (GMAC-funded startup) 2001 - 2001
RevereData (formerly Sectorbase) On-line equity analytics company (Reuters-funded startup) 1999 - 2001
MARCUS & MILLICHAP, San Francisco, California 1999 - 1999
Ernst & Young, San Francisco, California 1998 - 1999
MERIDIAN INDUSTRIAL TRUST, San Francisco, California 1995 - 1998
Skills
Business Intelligence, Program Management, SDLC, Analytics, Financial Services, Enterprise Risk..., Mobile Infrastructure, Infrastructure..., Infrastructure..., Infrastructure..., Infrastructure Security, Vendor Management, SaaS, IT Management, Start-ups, Cloud Computing, Enterprise Software, Integration, Strategy, Product Management, Project Management, Databases, Mergers & Acquisitions, IT Strategy, SOA, Business Analysis, CRM, Enterprise Architecture, Leadership, Outsourcing, PMO, Data Center, Information Technology, Management, Business Process, Project Portfolio..., Risk Management, Disaster Recovery, Software Project..., Business Process..., PMP, Professional Services
Education
University of San Francisco 2005 — 2006
MS
University of California, Berkeley, Haas School of Business 2005 — 2005
Certificate Risk Management
University of San Francisco 1992 — 1995
BS/BA
De La Salle High School Concord, Ca
acalenes
MSCI December 2014 - Present
State Street 2007 - December 2014
Investors Bank & Trust July 2002 - July 2007
SOMA LIVING INC On-line real estate services company (GMAC-funded startup) 2001 - 2001
RevereData (formerly Sectorbase) On-line equity analytics company (Reuters-funded startup) 1999 - 2001
MARCUS & MILLICHAP, San Francisco, California 1999 - 1999
Ernst & Young, San Francisco, California 1998 - 1999
MERIDIAN INDUSTRIAL TRUST, San Francisco, California 1995 - 1998
Skills
Business Intelligence, Program Management, SDLC, Analytics, Financial Services, Enterprise Risk..., Mobile Infrastructure, Infrastructure..., Infrastructure..., Infrastructure..., Infrastructure Security, Vendor Management, SaaS, IT Management, Start-ups, Cloud Computing, Enterprise Software, Integration, Strategy, Product Management, Project Management, Databases, Mergers & Acquisitions, IT Strategy, SOA, Business Analysis, CRM, Enterprise Architecture, Leadership, Outsourcing, PMO, Data Center, Information Technology, Management, Business Process, Project Portfolio..., Risk Management, Disaster Recovery, Software Project..., Business Process..., PMP, Professional Services
Education
University of San Francisco 2005 — 2006
MS
University of California, Berkeley, Haas School of Business 2005 — 2005
Certificate Risk Management
University of San Francisco 1992 — 1995
BS/BA
De La Salle High School Concord, Ca
acalenes
Andrew Mansfield Andrew Mansfield's Investors Bank & Trust Experience 2005 - 2006
Job President & Founder of Product Development Company
Industry Consumer Goods
Experience
PongNite June 2015 - Present
Mansfield Real Estate Holdings April 2015 - Present
Product Development Company February 2014 - Present
EO Boston 2012 - May 2015
GreenPro Inc. May 2008 - April 2015
Young Entrepreneurs of the North Shore (YENS) 2012 - 2013
GE Capital 2006 - 2008
Nation One Morgage 2006 - 2006
Investors Bank & Trust 2005 - 2006
Collegiate entrepreneurs 2003 - 2005
Skills
Entrepreneurial Finance, Financial Analysis, Sales, Operational Efficiency, Profit Maximization, Creative Visualization, Bigger Picture, Customer-focused, Sales Operations, Finance, Portfolio Management, Small Business, Business Development, Strategy, Executive Management, Sales Management, Networking, Entrepreneurship, Management, Leadership, Microsoft Office
Education
The University of Connecticut School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
St. John's Prep 1998 — 2001
High School, General Studies
PongNite June 2015 - Present
Mansfield Real Estate Holdings April 2015 - Present
Product Development Company February 2014 - Present
EO Boston 2012 - May 2015
GreenPro Inc. May 2008 - April 2015
Young Entrepreneurs of the North Shore (YENS) 2012 - 2013
GE Capital 2006 - 2008
Nation One Morgage 2006 - 2006
Investors Bank & Trust 2005 - 2006
Collegiate entrepreneurs 2003 - 2005
Skills
Entrepreneurial Finance, Financial Analysis, Sales, Operational Efficiency, Profit Maximization, Creative Visualization, Bigger Picture, Customer-focused, Sales Operations, Finance, Portfolio Management, Small Business, Business Development, Strategy, Executive Management, Sales Management, Networking, Entrepreneurship, Management, Leadership, Microsoft Office
Education
The University of Connecticut School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
St. John's Prep 1998 — 2001
High School, General Studies
Erik Lue's Investors Bank & Trust Experience July 2006 - September 2006
Job Product Manager at Salesforce
Industry Computer Software
Experience
Salesforce January 2015 - Present
salesforce.com February 2013 - Present
salesforce.com May 2011 - February 2013
salesforce.com February 2010 - May 2011
salesforce.com August 2007 - March 2010
UC Davis October 2006 - June 2007
Investors Bank & Trust July 2006 - September 2006
The California Aggie Newspaper June 2005 - June 2006
The California Aggie Newspaper January 2005 - July 2005
Skills
Salesforce.com -..., Force.com - Apex..., CSS, Account Management, Customer Service, Partner Relationship..., Salesforce.com, Force.com, SaaS, Cloud Computing, Analytics, Customer Relations, Social Media, Sales Support, Enterprise Software, Business Analysis, Product Development, Business Intelligence, Mobile Applications, Applications
Education
University of California, Davis 2003 — 2007
B.S., Managerial Economics
Salesforce January 2015 - Present
salesforce.com February 2013 - Present
salesforce.com May 2011 - February 2013
salesforce.com February 2010 - May 2011
salesforce.com August 2007 - March 2010
UC Davis October 2006 - June 2007
Investors Bank & Trust July 2006 - September 2006
The California Aggie Newspaper June 2005 - June 2006
The California Aggie Newspaper January 2005 - July 2005
Skills
Salesforce.com -..., Force.com - Apex..., CSS, Account Management, Customer Service, Partner Relationship..., Salesforce.com, Force.com, SaaS, Cloud Computing, Analytics, Customer Relations, Social Media, Sales Support, Enterprise Software, Business Analysis, Product Development, Business Intelligence, Mobile Applications, Applications
Education
University of California, Davis 2003 — 2007
B.S., Managerial Economics
Kristine Terino Kristine Terino's Investors Bank & Trust Experience November 2005 - October 2007
Job Executive Assistant
Industry Publishing
Experience
Houghton Mifflin Harcourt September 2013 - Present
State Street Alternative Investment Solutions August 2010 - September 2013
Investors Bank & Trust November 2005 - October 2007
Education
Paul Mitchell 2007 — 2008
Licensed Cosmetologist, Cosmetology, Barber/Styling, and Nail Instructor
Suffolk University 1999 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Houghton Mifflin Harcourt September 2013 - Present
State Street Alternative Investment Solutions August 2010 - September 2013
Investors Bank & Trust November 2005 - October 2007
Education
Paul Mitchell 2007 — 2008
Licensed Cosmetologist, Cosmetology, Barber/Styling, and Nail Instructor
Suffolk University 1999 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Esther Turner's Investors Bank & Trust Experience December 2003 - May 2006
Job ...
Industry Computer Software
Experience
Quotient Solutions, Inc. July 2012 - January 2014
Quotient Solutions, Inc. December 2010 - July 2012
Quotient Integrated Solutions, Inc. September 2007 - December 2010
SCS Financial May 2006 - August 2007
Investors Bank & Trust December 2003 - May 2006
Skills
SharePoint, Project Management, E-commerce, Operations Management, Account Management, Risk Management, Process Improvement, Atlassian JIRA, Certified Scrum Master..., Data Analysis, Requirements Gathering, SDLC, MS Project, Visio, Business Analysis, Requirements Analysis
Education
University of Southern Mississippi 1999 — 2003
Bachelor of Science in Business Administration (BSBA), Management Information Systems
Quotient Solutions, Inc. July 2012 - January 2014
Quotient Solutions, Inc. December 2010 - July 2012
Quotient Integrated Solutions, Inc. September 2007 - December 2010
SCS Financial May 2006 - August 2007
Investors Bank & Trust December 2003 - May 2006
Skills
SharePoint, Project Management, E-commerce, Operations Management, Account Management, Risk Management, Process Improvement, Atlassian JIRA, Certified Scrum Master..., Data Analysis, Requirements Gathering, SDLC, MS Project, Visio, Business Analysis, Requirements Analysis
Education
University of Southern Mississippi 1999 — 2003
Bachelor of Science in Business Administration (BSBA), Management Information Systems
Brendan Bencharit's Investors Bank & Trust Experience March 2006 - January 2007
Job Founder & COO at Squadle, Inc.
Industry Internet
Experience
Squadle, Inc. January 2013 - Present
Bencharit Lewis LLC June 2007 - Present
Truin Retail Group November 2011 - January 2014
Investors Bank & Trust March 2006 - January 2007
Activision June 2005 - November 2005
Skills
Entrepreneurship, Business Development, Management, Business Strategy, Start-ups, Marketing, Social Media Marketing, Sales, Financial Analysis, CRM, Accounting, Business Analysis, Finance, Small Business, Financial Modeling, Business Management, Financial Reporting, New Business Development, Project Management, E-commerce, Analytics, Strategy, Marketing Strategy, Strategic Planning, Leadership, Customer Service
Education
The Johns Hopkins University 2001 — 2005
B.S., Computer Science, Applied Mathematics & Statistics, Business Management
Chaminade College Preparatory 1998 — 2001
Squadle, Inc. January 2013 - Present
Bencharit Lewis LLC June 2007 - Present
Truin Retail Group November 2011 - January 2014
Investors Bank & Trust March 2006 - January 2007
Activision June 2005 - November 2005
Skills
Entrepreneurship, Business Development, Management, Business Strategy, Start-ups, Marketing, Social Media Marketing, Sales, Financial Analysis, CRM, Accounting, Business Analysis, Finance, Small Business, Financial Modeling, Business Management, Financial Reporting, New Business Development, Project Management, E-commerce, Analytics, Strategy, Marketing Strategy, Strategic Planning, Leadership, Customer Service
Education
The Johns Hopkins University 2001 — 2005
B.S., Computer Science, Applied Mathematics & Statistics, Business Management
Chaminade College Preparatory 1998 — 2001
Alexander Pistorio Alexander Pistorio's Investors Bank & Trust Experience June 2006 - July 2007
Job Assistant Manager, Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners February 2015 - Present
State Street June 2012 - February 2015
State Street June 2010 - June 2012
State Street July 2008 - June 2010
State Street July 2007 - July 2008
Investors Bank & Trust June 2006 - July 2007
Investors Bank & Trust November 2005 - June 2006
Investors Bank & Trust October 2004 - November 2005
Skills
Equities, Fund Accounting, Fixed Income, Bloomberg, Account Reconciliation, Microsoft Excel, Securities, Investments, Derivatives, Capital Markets, Asset Managment, Corporate Actions, Alternative Investments, Financial Services, FX Options, BlackRock Aladdin, DTCC DerivServ, Markitwire, Morningstar, Reuters, Passport GMID, MS Excel Pivot Tables, CDS, Futures Trading, Business Strategy, Location Management, MBA, Middle Office, Financial Markets, Asset Management
Education
Suffolk University - Sawyer School of Management 2008 — 2012
MBA, 3.67
University of Southern Maine 2000 — 2004
B.A., English
St. John's Preparatory School 1996 — 2000
HarbourVest Partners February 2015 - Present
State Street June 2012 - February 2015
State Street June 2010 - June 2012
State Street July 2008 - June 2010
State Street July 2007 - July 2008
Investors Bank & Trust June 2006 - July 2007
Investors Bank & Trust November 2005 - June 2006
Investors Bank & Trust October 2004 - November 2005
Skills
Equities, Fund Accounting, Fixed Income, Bloomberg, Account Reconciliation, Microsoft Excel, Securities, Investments, Derivatives, Capital Markets, Asset Managment, Corporate Actions, Alternative Investments, Financial Services, FX Options, BlackRock Aladdin, DTCC DerivServ, Markitwire, Morningstar, Reuters, Passport GMID, MS Excel Pivot Tables, CDS, Futures Trading, Business Strategy, Location Management, MBA, Middle Office, Financial Markets, Asset Management
Education
Suffolk University - Sawyer School of Management 2008 — 2012
MBA, 3.67
University of Southern Maine 2000 — 2004
B.A., English
St. John's Preparatory School 1996 — 2000
Fahim Shakoor Fahim Shakoor's Investors Bank & Trust Experience June 2005 - August 2006
Job Capital Markets Technology
Industry Capital Markets
Experience
Bank of the West April 2015 - September 2015
RBC July 2014 - December 2014
Federal Home Loan Bank of Des Moines July 2012 - June 2014
Wells Fargo March 2012 - July 2012
Ernst & Young March 2011 - March 2012
Calypso Technology March 2009 - March 2011
Calypso Technology September 2006 - March 2009
Investors Bank & Trust June 2005 - August 2006
Skills
Calypso, FX Options, Corporate Actions, Account Reconciliation, Derivatives, Fixed Income, Swaps, Middle Office, Back Office, Equities, Capital Markets, Financial Markets, Bloomberg, Options, Front Office, Dimension, Trading Systems, Credit Derivatives, FX trading, Interest Rate..., Bonds, Trading, Business Analysis, Management
Education
University of California, Berkeley 2009 — 2009
PMP Certification, Project Management
University of California, Davis 2001 — 2005
BA, Economics, Managerial Economics
Bank of the West April 2015 - September 2015
RBC July 2014 - December 2014
Federal Home Loan Bank of Des Moines July 2012 - June 2014
Wells Fargo March 2012 - July 2012
Ernst & Young March 2011 - March 2012
Calypso Technology March 2009 - March 2011
Calypso Technology September 2006 - March 2009
Investors Bank & Trust June 2005 - August 2006
Skills
Calypso, FX Options, Corporate Actions, Account Reconciliation, Derivatives, Fixed Income, Swaps, Middle Office, Back Office, Equities, Capital Markets, Financial Markets, Bloomberg, Options, Front Office, Dimension, Trading Systems, Credit Derivatives, FX trading, Interest Rate..., Bonds, Trading, Business Analysis, Management
Education
University of California, Berkeley 2009 — 2009
PMP Certification, Project Management
University of California, Davis 2001 — 2005
BA, Economics, Managerial Economics
Robert Waddell Robert Waddell's Investors Bank & Trust Experience July 2000 - July 2007
Job Senior Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank and Trust July 2007 - Present
Investors Bank & Trust July 2000 - July 2007
State Street Bank and Trust December 1988 - July 2000
Hanscom Federal Credit Union May 1988 - December 1988
Skills
Financial Services, Structured Finance, Loans, Bonds, Structured Products, Securitization, CRM, Leveraged Finance, CDO, Analytics, ABS, Operations Management, Product Development, Fixed Income, Securities, Finance, Syndications, Funding, Relationship Management, Mutual Funds, Investments, Equities, Financial Risk
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor's Degree, Economics
Suffolk University 1994 — 1998
Master of Business Administration (M.B.A.)
Maynard High School 1980 — 1984
High School
State Street Bank and Trust July 2007 - Present
Investors Bank & Trust July 2000 - July 2007
State Street Bank and Trust December 1988 - July 2000
Hanscom Federal Credit Union May 1988 - December 1988
Skills
Financial Services, Structured Finance, Loans, Bonds, Structured Products, Securitization, CRM, Leveraged Finance, CDO, Analytics, ABS, Operations Management, Product Development, Fixed Income, Securities, Finance, Syndications, Funding, Relationship Management, Mutual Funds, Investments, Equities, Financial Risk
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor's Degree, Economics
Suffolk University 1994 — 1998
Master of Business Administration (M.B.A.)
Maynard High School 1980 — 1984
High School
David Ferullo's Investors Bank & Trust Experience June 2005 - July 2007
Job Senior Operations Analyst at Robeco
Industry Financial Services
Experience
Robeco June 2012 - Present
Pioneer Investments January 2010 - June 2012
PanAgora Asset Mgt July 2007 - April 2009
Investors Bank & Trust June 2005 - July 2007
Eastern Bank June 2002 - June 2005
Skills
Bloomberg, Mutual Funds
Education
Suffolk University 2001 — 2005
Bachelor, Business Management
Robeco June 2012 - Present
Pioneer Investments January 2010 - June 2012
PanAgora Asset Mgt July 2007 - April 2009
Investors Bank & Trust June 2005 - July 2007
Eastern Bank June 2002 - June 2005
Skills
Bloomberg, Mutual Funds
Education
Suffolk University 2001 — 2005
Bachelor, Business Management
Cory Mew's Investors Bank & Trust Experience January 2000 - December 2003
Job Finance Manager
Industry Pharmaceuticals
Experience
McKesson November 2013 - Present
URS Corporation September 2008 - November 2013
Cox Communications October 2006 - September 2008
HSBC January 2004 - September 2006
Investors Bank & Trust January 2000 - December 2003
Skills
Oracle, Hyperion Planning, Essbase, Microsoft Office 2010, Advent Geneva, Oracle Enterprise...
Education
University of California, Davis
BS, Managerial Economics
McKesson November 2013 - Present
URS Corporation September 2008 - November 2013
Cox Communications October 2006 - September 2008
HSBC January 2004 - September 2006
Investors Bank & Trust January 2000 - December 2003
Skills
Oracle, Hyperion Planning, Essbase, Microsoft Office 2010, Advent Geneva, Oracle Enterprise...
Education
University of California, Davis
BS, Managerial Economics
Julia Alshvang Julia Alshvang's Investors Bank & Trust Experience June 2006 - September 2006
Job Financial Analyst at Northrop Grumman
Industry Defense & Space
Experience
Northrop Grumman Corporation July 2008 - Present
Triage Consulting Group June 2007 - September 2007
Investors Bank & Trust June 2006 - September 2006
Lockheed Martin June 2005 - September 2005
Skills
Program Management, MS Project, Due Diligence, Forecasting, Project Management, Project Finance, Financial Analysis, Risk Management, SAP, Strategy, Budgets, Analysis, Management, Variance Analysis, Finance, Auditing, Procurement, Process Improvement, Training, Integration, Earned Value Management
Education
University of California, Davis 2004 — 2008
Bachelor of Science, Managerial Economics
Northrop Grumman Corporation July 2008 - Present
Triage Consulting Group June 2007 - September 2007
Investors Bank & Trust June 2006 - September 2006
Lockheed Martin June 2005 - September 2005
Skills
Program Management, MS Project, Due Diligence, Forecasting, Project Management, Project Finance, Financial Analysis, Risk Management, SAP, Strategy, Budgets, Analysis, Management, Variance Analysis, Finance, Auditing, Procurement, Process Improvement, Training, Integration, Earned Value Management
Education
University of California, Davis 2004 — 2008
Bachelor of Science, Managerial Economics
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
Anngela Smith, CPA's Investors Bank & Trust Experience 1998 - 2001
Job CPA working in Child Care
Industry Accounting
Experience
Heidi's House Child Care Center April 2015 - Present
L.L.Bean October 2011 - April 2015
TD Bank 2003 - October 2011
Otis Atwell 2006 - 2008
Forum Financial Group 2002 - February 2003
Investors Bank & Trust 1998 - 2001
Wal-Mart 1993 - 1998
Skills
Finance, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Auditing, Forecasting, Financial Accounting, Internal Audit, Financial Modeling, General Ledger, Strategic Financial..., Management, Corporate Finance, Process Improvement, Financial Planning
Education
University of Southern Maine - School of Business 2002 — 2006
MSA, Accounting
Thomas College 1990 — 1993
BS, Economics/Finance
Heidi's House Child Care Center April 2015 - Present
L.L.Bean October 2011 - April 2015
TD Bank 2003 - October 2011
Otis Atwell 2006 - 2008
Forum Financial Group 2002 - February 2003
Investors Bank & Trust 1998 - 2001
Wal-Mart 1993 - 1998
Skills
Finance, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Auditing, Forecasting, Financial Accounting, Internal Audit, Financial Modeling, General Ledger, Strategic Financial..., Management, Corporate Finance, Process Improvement, Financial Planning
Education
University of Southern Maine - School of Business 2002 — 2006
MSA, Accounting
Thomas College 1990 — 1993
BS, Economics/Finance
Carlos Elliott Carlos Elliott's Investors Bank & Trust Experience January 2001 - September 2001
Job Sr. Clinical Recruiter at Planet Pharma
Industry Staffing and Recruiting
Experience
Planet Pharma January 2014 - Present
DOCS June 2010 - January 2014
Assent Consulting 2010 - 2013
Mitchell International July 2009 - June 2010
AMN Healthcare October 2004 - June 2009
Karl Strauss Brewing Company September 2002 - October 2004
Investors Bank & Trust January 2001 - September 2001
Pepsi Beverages Company December 1999 - November 2000
Skills
Medical Writing, Recruiting, Regulatory Affairs, Contract Recruitment, Executive Search, Management, Clinical Development, Biotechnology, Clinical Research, FDA, Clinical Trials, Data Management, GCP, Drug Safety, Human Resources, Talent Acquisition, Permanent Placement, Biostatistics, Medical Devices, SAS programming, Pharmaceutical Industry, Temporary Placement, Sales, Technical Recruiting, Leadership, Pharmacovigilance
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Business, Management, Marketing, and Related Support Services
University of California, San Diego
Planet Pharma January 2014 - Present
DOCS June 2010 - January 2014
Assent Consulting 2010 - 2013
Mitchell International July 2009 - June 2010
AMN Healthcare October 2004 - June 2009
Karl Strauss Brewing Company September 2002 - October 2004
Investors Bank & Trust January 2001 - September 2001
Pepsi Beverages Company December 1999 - November 2000
Skills
Medical Writing, Recruiting, Regulatory Affairs, Contract Recruitment, Executive Search, Management, Clinical Development, Biotechnology, Clinical Research, FDA, Clinical Trials, Data Management, GCP, Drug Safety, Human Resources, Talent Acquisition, Permanent Placement, Biostatistics, Medical Devices, SAS programming, Pharmaceutical Industry, Temporary Placement, Sales, Technical Recruiting, Leadership, Pharmacovigilance
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Business, Management, Marketing, and Related Support Services
University of California, San Diego
Joseph M. Miller Joseph M. Miller's Investors Bank & Trust Experience September 2004 - January 2008
Job Senior Associate, Capital Markets at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners July 2014 - Present
Brown Brothers Harriman March 2010 - July 2014
State Street September 2004 - March 2010
STATE STREET CORPORATION (Formerly Investor Bank and Trust) September 2004 - March 2010
Investors Bank & Trust September 2004 - January 2008
Berkshire Medical June 2003 - August 2003
Skills
Alternative Investments, Private Equity, Administration, Fund Of Funds, Investment Valuation, Client Service, Fund Accounting, Fund Administration, Hedge Funds, Real Estate, Financial Services, Financial Reporting, Portfolio Management, Client Services, Securities, Investments, Valuation, Financial Analysis
Education
Suffolk University - Sawyer Business School 2005 — 2008
MBA, Business Admin
University of New Hampshire 1999 — 2004
BA, Economics
Providence Equity Partners July 2014 - Present
Brown Brothers Harriman March 2010 - July 2014
State Street September 2004 - March 2010
STATE STREET CORPORATION (Formerly Investor Bank and Trust) September 2004 - March 2010
Investors Bank & Trust September 2004 - January 2008
Berkshire Medical June 2003 - August 2003
Skills
Alternative Investments, Private Equity, Administration, Fund Of Funds, Investment Valuation, Client Service, Fund Accounting, Fund Administration, Hedge Funds, Real Estate, Financial Services, Financial Reporting, Portfolio Management, Client Services, Securities, Investments, Valuation, Financial Analysis
Education
Suffolk University - Sawyer Business School 2005 — 2008
MBA, Business Admin
University of New Hampshire 1999 — 2004
BA, Economics
Matthew Rameaka Matthew Rameaka's Investors Bank & Trust Experience 1999 - 2004
Job Vice President Senior Audit Manager at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. December 2014 - Present
State Street Bank & Trust Co December 2011 - December 2014
State Street August 2008 - December 2011
State Street Bank & Trust Co June 2004 - August 2008
Investors Bank & Trust 1999 - 2004
Skills
Derivatives, Fixed Income, FX Options, Hedge Funds, Corporate Actions, Auditing, Credit, Financial Markets, Banking, Operational Risk, Capital Markets, Credit Risk, Basel II, AML, Enterprise Risk..., Alternative Investments, Trading, Risk Management
Education
Suffolk University - Sawyer Business School 2001 — 2004
Masters, Finance
University of Rhode Island 1991 — 1995
BS, Business Administration
Citizens Financial Group, Inc. December 2014 - Present
State Street Bank & Trust Co December 2011 - December 2014
State Street August 2008 - December 2011
State Street Bank & Trust Co June 2004 - August 2008
Investors Bank & Trust 1999 - 2004
Skills
Derivatives, Fixed Income, FX Options, Hedge Funds, Corporate Actions, Auditing, Credit, Financial Markets, Banking, Operational Risk, Capital Markets, Credit Risk, Basel II, AML, Enterprise Risk..., Alternative Investments, Trading, Risk Management
Education
Suffolk University - Sawyer Business School 2001 — 2004
Masters, Finance
University of Rhode Island 1991 — 1995
BS, Business Administration
Benjamin Nachbar Benjamin Nachbar's Investors Bank & Trust Experience August 2006 - March 2007
Job Analyst Portfolio Compliance at PIMCO
Industry Financial Services
Experience
PIMCO May 2012 - Present
Income Research & Management September 2008 - May 2012
State Street Corporation March 2007 - September 2008
Investors Bank & Trust August 2006 - March 2007
Skills
Derivatives, Fixed Income, Financial Services, Management, Portfolio Management, Settlement, Trading, Marketing, Investments
Education
Trinity University 2002 — 2006
BA, Economics
PIMCO May 2012 - Present
Income Research & Management September 2008 - May 2012
State Street Corporation March 2007 - September 2008
Investors Bank & Trust August 2006 - March 2007
Skills
Derivatives, Fixed Income, Financial Services, Management, Portfolio Management, Settlement, Trading, Marketing, Investments
Education
Trinity University 2002 — 2006
BA, Economics
Nathan Guild's Investors Bank & Trust Experience August 2004 - September 2005
Job Senior Strategic Consultant at Intersection
Industry Information Technology and Services
Experience
Intersection Co. September 2015 - Present
Control Group July 2014 - September 2015
Control Group November 2012 - July 2014
Phreesia January 2012 - October 2012
City of New York - Department of Small Business Services June 2011 - January 2012
City of New York - Department of Small Business services December 2008 - June 2011
Lehman Brothers/ Barclays Capital December 2005 - November 2008
Investors Bank & Trust August 2004 - September 2005
Skills
Project Management, Business Analysis, Change Management, Strategic Planning, Program Management, Analytics, Management Consulting, Product Management, Strategy
Education
Tufts University 2000 — 2004
BA, Economics
Intersection Co. September 2015 - Present
Control Group July 2014 - September 2015
Control Group November 2012 - July 2014
Phreesia January 2012 - October 2012
City of New York - Department of Small Business Services June 2011 - January 2012
City of New York - Department of Small Business services December 2008 - June 2011
Lehman Brothers/ Barclays Capital December 2005 - November 2008
Investors Bank & Trust August 2004 - September 2005
Skills
Project Management, Business Analysis, Change Management, Strategic Planning, Program Management, Analytics, Management Consulting, Product Management, Strategy
Education
Tufts University 2000 — 2004
BA, Economics
Kasey Tu's Investors Bank & Trust Experience March 2004 - July 2005
Job iShares Equity ETF Product Designer at BlackRock
Industry Investment Management
Experience
BlackRock August 2015 - Present
BlackRock October 2012 - August 2015
BlackRock December 2009 - August 2015
Barclays Global Investors January 2009 - December 2009
Barclays Global Investors April 2007 - December 2009
State Street Bank July 2005 - April 2007
Investors Bank & Trust March 2004 - July 2005
Skills
Project Management, Project Coordination, Product Development, Integration, Strategic Planning, Fixed Income, Asset Management, Emerging Markets, Product Design, Platform Management, Derivatives, Strategic Partnerships, Business Process..., Risk Management, Hedge Funds, Business Impact Analysis, Mutual Funds, Equities, ETFs, Credit Derivatives, Trading Systems, Project Planning, Alternative Investments, Swaps, Portfolio Management, Business Analysis
Education
University of California, Berkeley 1999 — 2003
B.A, Economics & 3rd World Development Studies
BlackRock August 2015 - Present
BlackRock October 2012 - August 2015
BlackRock December 2009 - August 2015
Barclays Global Investors January 2009 - December 2009
Barclays Global Investors April 2007 - December 2009
State Street Bank July 2005 - April 2007
Investors Bank & Trust March 2004 - July 2005
Skills
Project Management, Project Coordination, Product Development, Integration, Strategic Planning, Fixed Income, Asset Management, Emerging Markets, Product Design, Platform Management, Derivatives, Strategic Partnerships, Business Process..., Risk Management, Hedge Funds, Business Impact Analysis, Mutual Funds, Equities, ETFs, Credit Derivatives, Trading Systems, Project Planning, Alternative Investments, Swaps, Portfolio Management, Business Analysis
Education
University of California, Berkeley 1999 — 2003
B.A, Economics & 3rd World Development Studies
David Faherty - JD/MBA's Investors Bank & Trust Experience April 2006 - June 2007
Job Absolute Investment Advisers LLC
Industry Investment Management
Experience
Absolute Investment Advisers LLC April 2014 - Present
Atlantic Fund Services March 2009 - April 2014
Citi Fund Services June 2007 - March 2009
Investors Bank & Trust April 2006 - June 2007
Skills
Mutual Funds, Securities, Financial Services, Hedge Funds, AML, SEC, Corporate Governance, Alternative Investment..., Securities Regulation, Fund Administration, Fund Of Funds, Business Development, Management Of Outside...
Education
University of Pennsylvania 1988 — 1992
B.A., History
Suffolk University Law School 2002 — 2005
J.D., Financial Services
Suffolk University - Sawyer School of Management 2003 — 2006
M.B.A.
Absolute Investment Advisers LLC April 2014 - Present
Atlantic Fund Services March 2009 - April 2014
Citi Fund Services June 2007 - March 2009
Investors Bank & Trust April 2006 - June 2007
Skills
Mutual Funds, Securities, Financial Services, Hedge Funds, AML, SEC, Corporate Governance, Alternative Investment..., Securities Regulation, Fund Administration, Fund Of Funds, Business Development, Management Of Outside...
Education
University of Pennsylvania 1988 — 1992
B.A., History
Suffolk University Law School 2002 — 2005
J.D., Financial Services
Suffolk University - Sawyer School of Management 2003 — 2006
M.B.A.
Timothy Olsen Timothy Olsen's Investors Bank & Trust Experience November 2001 - April 2005
Job Senior Associate at Infosys Consulting, Inc.
Industry Management Consulting
Experience
Infosys Consulting, Inc. July 2012 - Present
Olson Steel April 2005 - September 2012
Investors Bank & Trust November 2001 - April 2005
Skills
Financial Modeling, Financial Analysis, Forecasting, Management, Project Estimation, Strategic Financial..., Finance, Budgets, Risk Management, Analysis, Corporate Finance, Financial Reporting, Project Management, Strategic Planning, Entrepreneurship, Strategy, Analytics, Management Accounting, Competitive Analysis, Process Improvement, Management Consulting, Team Management, SFDC, Oracle Applications
Education
University of California, Berkeley, Haas School of Business 2009 — 2012
MBA, Finance
University of California, Berkeley 1999 — 2001
BA, Economics
Infosys Consulting, Inc. July 2012 - Present
Olson Steel April 2005 - September 2012
Investors Bank & Trust November 2001 - April 2005
Skills
Financial Modeling, Financial Analysis, Forecasting, Management, Project Estimation, Strategic Financial..., Finance, Budgets, Risk Management, Analysis, Corporate Finance, Financial Reporting, Project Management, Strategic Planning, Entrepreneurship, Strategy, Analytics, Management Accounting, Competitive Analysis, Process Improvement, Management Consulting, Team Management, SFDC, Oracle Applications
Education
University of California, Berkeley, Haas School of Business 2009 — 2012
MBA, Finance
University of California, Berkeley 1999 — 2001
BA, Economics
Ian Maccubbin, MBA Ian Maccubbin, MBA's Investors Bank & Trust Experience August 2007 - June 2008
Job Vice President at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance September 2015 - Present
Wells Fargo Capital Finance September 2013 - September 2015
Wells Fargo Capital Finance March 2013 - September 2013
Wells Fargo August 2011 - March 2013
State Street Corporation March 2010 - September 2011
State Street Mutual Fund Services June 2008 - March 2010
Investors Bank & Trust August 2007 - June 2008
Legacy Investors Bank & Trust August 2006 - August 2007
Skills
Relationship Management, Distressed Debt, Underwriting, Credit Analysis, Business Analysis, Capital Markets, Credit Risk, Investment Management, Bloomberg, Portfolio Management, Banking, Microsoft Excel, Financial Analysis, Budgets, Corporate Finance, Financial Modeling, Fixed Income, Outlook, Essbase, Finance, Credit, Analyst, PowerPoint, Access, Budget, Microsoft Office, Valuation
Education
Suffolk University - Sawyer School of Management 2009 — 2011
MBA, Finance, 3.9
The University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Finance
Wells Fargo Capital Finance September 2015 - Present
Wells Fargo Capital Finance September 2013 - September 2015
Wells Fargo Capital Finance March 2013 - September 2013
Wells Fargo August 2011 - March 2013
State Street Corporation March 2010 - September 2011
State Street Mutual Fund Services June 2008 - March 2010
Investors Bank & Trust August 2007 - June 2008
Legacy Investors Bank & Trust August 2006 - August 2007
Skills
Relationship Management, Distressed Debt, Underwriting, Credit Analysis, Business Analysis, Capital Markets, Credit Risk, Investment Management, Bloomberg, Portfolio Management, Banking, Microsoft Excel, Financial Analysis, Budgets, Corporate Finance, Financial Modeling, Fixed Income, Outlook, Essbase, Finance, Credit, Analyst, PowerPoint, Access, Budget, Microsoft Office, Valuation
Education
Suffolk University - Sawyer School of Management 2009 — 2011
MBA, Finance, 3.9
The University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Finance
Corbett Cutts's Investors Bank & Trust Experience June 2002 - July 2007
Job Skills Training Relationship Manager, AVP
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust June 2002 - July 2007
California Department of Finance September 2001 - June 2002
Education
University of California, Davis 1998 — 2002
BS, Managerial Economics
State Street July 2007 - Present
Investors Bank & Trust June 2002 - July 2007
California Department of Finance September 2001 - June 2002
Education
University of California, Davis 1998 — 2002
BS, Managerial Economics
Brent Cordeiro's Investors Bank & Trust Experience August 2003 - July 2004
Job
Industry Banking
Experience
TIAA-CREF February 2012 - Present
TIAA-CREF June 2008 - February 2012
Ernst & Young July 2006 - June 2008
Rollcast Energy, Inc. December 2005 - June 2006
RJ Reynolds May 2005 - August 2005
Investors Bank & Trust August 2003 - July 2004
Skills
Financial Modeling, Due Diligence, Financial Analysis, Risk Management, Process Improvement, Business Analysis, Forecasting, Strategic Planning, Valuation, Business Process..., Investments, Corporate Finance, Financial Services, Strategic Financial..., Leadership, Business Strategy, Management Consulting, Portfolio Management, Analysis, Consulting, Management, Banking, Strategy
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
MBA, Finance
Stonehill College 1999 — 2003
BA, Economics
TIAA-CREF February 2012 - Present
TIAA-CREF June 2008 - February 2012
Ernst & Young July 2006 - June 2008
Rollcast Energy, Inc. December 2005 - June 2006
RJ Reynolds May 2005 - August 2005
Investors Bank & Trust August 2003 - July 2004
Skills
Financial Modeling, Due Diligence, Financial Analysis, Risk Management, Process Improvement, Business Analysis, Forecasting, Strategic Planning, Valuation, Business Process..., Investments, Corporate Finance, Financial Services, Strategic Financial..., Leadership, Business Strategy, Management Consulting, Portfolio Management, Analysis, Consulting, Management, Banking, Strategy
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
MBA, Finance
Stonehill College 1999 — 2003
BA, Economics
Rob Cibotti's Investors Bank & Trust Experience 2001 - 2006
Job Client Service Director at WealthTouch, Inc.
Industry Investment Management
Experience
WealthTouch, Inc. December 2012 - Present
Fidelity June 2006 - December 2012
Investors Bank & Trust 2001 - 2006
Liberty Funds Group 2000 - 2001
Lipper, A Thomson Reuters Company 1997 - 2000
Skills
Mutual Funds, Performance Attribution, Asset Management, Alternative Investments, Equities, Securities, Investments, Fixed Income, Bloomberg, Investment Management, ETFs, Financial Markets, Financial Services, Hedge Funds
Education
Trinity College-Hartford 1993 — 1997
Bachelor of Science (BSc), Economics
Trinity College-Hartford 1993 — 1997
BA, Economics
WealthTouch, Inc. December 2012 - Present
Fidelity June 2006 - December 2012
Investors Bank & Trust 2001 - 2006
Liberty Funds Group 2000 - 2001
Lipper, A Thomson Reuters Company 1997 - 2000
Skills
Mutual Funds, Performance Attribution, Asset Management, Alternative Investments, Equities, Securities, Investments, Fixed Income, Bloomberg, Investment Management, ETFs, Financial Markets, Financial Services, Hedge Funds
Education
Trinity College-Hartford 1993 — 1997
Bachelor of Science (BSc), Economics
Trinity College-Hartford 1993 — 1997
BA, Economics
Tim Robinson, CFA's Investors Bank & Trust Experience February 2005 - March 2006
Job Equity Research Associate Industrials at Susquehanna International Group
Industry Investment Management
Experience
Susquehanna International Group December 2011 - Present
Off Wall Street Research February 2011 - December 2011
Voyant Advisors May 2007 - January 2011
Hedgeworks LLC May 2006 - April 2007
Investors Bank & Trust February 2005 - March 2006
Investors Bank & Trust February 2004 - January 2005
Investors Bank & Trust 2002 - 2004
Education
University of California, San Diego 2006 — 2009
Accounting
Tufts University 1998 — 2002
Bachelor of Arts, Economics
Susquehanna International Group December 2011 - Present
Off Wall Street Research February 2011 - December 2011
Voyant Advisors May 2007 - January 2011
Hedgeworks LLC May 2006 - April 2007
Investors Bank & Trust February 2005 - March 2006
Investors Bank & Trust February 2004 - January 2005
Investors Bank & Trust 2002 - 2004
Education
University of California, San Diego 2006 — 2009
Accounting
Tufts University 1998 — 2002
Bachelor of Arts, Economics
Elisa Hahn's Investors Bank & Trust Experience January 2006 - Present
Job Senior Internal Auditor at Investors Bank & Trust and Student at Suffolk University Sawyer School of Management
Industry Financial Services
Experience
Investors Bank & Trust January 2006 - Present
Investors Bank & Trust September 2004 - January 2006
smith barney 2000 - 2004
smith barney 2000 - 2004
smith barney 2000 - 2004
Smith Barney September 2000 - May 2002
Education
Suffolk University - Sawyer Business School 2002 — 2004
Investors Bank & Trust January 2006 - Present
Investors Bank & Trust September 2004 - January 2006
smith barney 2000 - 2004
smith barney 2000 - 2004
smith barney 2000 - 2004
Smith Barney September 2000 - May 2002
Education
Suffolk University - Sawyer Business School 2002 — 2004
Christopher Dupuis's Investors Bank & Trust Experience July 2002 - May 2003
Job Account Manager at Interactive Data
Industry Financial Services
Experience
Interactive Data November 2011 - Present
Interactive Data March 2007 - November 2011
Interactive Data May 2004 - March 2007
Interactive Data May 2003 - May 2004
Investors Bank & Trust July 2002 - May 2003
Skills
Securities, Mutual Funds, Financial Services, Market Data, Salesforce.com, Relationship Management, Account Management, Business Development, Corporate Actions, Training, Back Office, Fund Accounting, Business Relationship..., Reference Data, Valuation, Wealth Management, Fund Administration, Hedge Funds, Equities, Bonds, Product Management, New Business Development, Finance, Alternative Investments, Asset Management, Portfolio Management, Client Services
Education
Stonehill College 1998 — 2002
Bachelor of Science in Business Administration
Rutland High School 1994 — 1998
Interactive Data November 2011 - Present
Interactive Data March 2007 - November 2011
Interactive Data May 2004 - March 2007
Interactive Data May 2003 - May 2004
Investors Bank & Trust July 2002 - May 2003
Skills
Securities, Mutual Funds, Financial Services, Market Data, Salesforce.com, Relationship Management, Account Management, Business Development, Corporate Actions, Training, Back Office, Fund Accounting, Business Relationship..., Reference Data, Valuation, Wealth Management, Fund Administration, Hedge Funds, Equities, Bonds, Product Management, New Business Development, Finance, Alternative Investments, Asset Management, Portfolio Management, Client Services
Education
Stonehill College 1998 — 2002
Bachelor of Science in Business Administration
Rutland High School 1994 — 1998
Lauren J. White's Investors Bank & Trust Experience March 2003 - July 2007
Job Senior Human Resources Business Partner at VSP Global
Industry Human Resources
Experience
VSP Global September 2014 - Present
Sutter Health June 2013 - September 2014
State Street November 2011 - January 2013
State Street July 2007 - November 2011
Investors Bank & Trust March 2003 - July 2007
Investors Bank & Trust June 2001 - February 2003
E*TRADE Financial November 2000 - May 2001
Barclays Global Investors July 1998 - November 2000
Skills
Employee Relations, Employee Benefits, Performance Management, Recruiting, Employee Engagement, Talent Management, Human Resources, Talent Acquisition, Onboarding, Benefits Administration, HR Policies, Process Improvement, College Recruiting, Training, Coaching, Succession Planning, Leadership Development, Organizational..., Management, Strategic Planning, Interviews, Leadership, HR Consulting, Hiring, Deferred Compensation, Personnel Management, Conflict Resolution, Policy, Temporary Placement, Applicant Tracking..., New Hire Orientations, Workforce Planning
Education
UCLA
Bachelor of Arts (B.A.), English Language and Literature/Letters
VSP Global September 2014 - Present
Sutter Health June 2013 - September 2014
State Street November 2011 - January 2013
State Street July 2007 - November 2011
Investors Bank & Trust March 2003 - July 2007
Investors Bank & Trust June 2001 - February 2003
E*TRADE Financial November 2000 - May 2001
Barclays Global Investors July 1998 - November 2000
Skills
Employee Relations, Employee Benefits, Performance Management, Recruiting, Employee Engagement, Talent Management, Human Resources, Talent Acquisition, Onboarding, Benefits Administration, HR Policies, Process Improvement, College Recruiting, Training, Coaching, Succession Planning, Leadership Development, Organizational..., Management, Strategic Planning, Interviews, Leadership, HR Consulting, Hiring, Deferred Compensation, Personnel Management, Conflict Resolution, Policy, Temporary Placement, Applicant Tracking..., New Hire Orientations, Workforce Planning
Education
UCLA
Bachelor of Arts (B.A.), English Language and Literature/Letters
Matt Meadows's Investors Bank & Trust Experience October 2004 - April 2006
Job Vice President at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street September 2007 - April 2015
State Street April 2006 - September 2007
Investors Bank & Trust October 2004 - April 2006
Investors Bank & Trust November 2001 - October 2004
Skills
Bloomberg, Fund Accounting, Mutual Funds, Fund Administration, Fixed Income, Equities, Securities, Middle Office, Corporate Actions, Hedge Funds, Alternative Investments
Education
University of California, Davis 1999 — 2001
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Milwaukee 1997 — 1999
State Street April 2015 - Present
State Street September 2007 - April 2015
State Street April 2006 - September 2007
Investors Bank & Trust October 2004 - April 2006
Investors Bank & Trust November 2001 - October 2004
Skills
Bloomberg, Fund Accounting, Mutual Funds, Fund Administration, Fixed Income, Equities, Securities, Middle Office, Corporate Actions, Hedge Funds, Alternative Investments
Education
University of California, Davis 1999 — 2001
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Milwaukee 1997 — 1999
Jennie Lieu's Investors Bank & Trust Experience 2002 - 2006
Job Experienced finance professional
Industry Utilities
Experience
Pacific Gas and Electric March 2010 - Present
Pacific Gas and Electric Company May 2006 - March 2010
Investors Bank & Trust 2002 - 2006
Skills
Finance, Budgets, Corporate Finance, Forecasting, Business Planning, Process Improvement, Business Analysis, Financial Modeling, Program Management, Financial Analysis, Analysis, Strategy
Education
University of California, Davis - Graduate School of Management 2007 — 2010
University of California, Davis 1998 — 2002
BS, Managerial Econ
American High School
Pacific Gas and Electric March 2010 - Present
Pacific Gas and Electric Company May 2006 - March 2010
Investors Bank & Trust 2002 - 2006
Skills
Finance, Budgets, Corporate Finance, Forecasting, Business Planning, Process Improvement, Business Analysis, Financial Modeling, Program Management, Financial Analysis, Analysis, Strategy
Education
University of California, Davis - Graduate School of Management 2007 — 2010
University of California, Davis 1998 — 2002
BS, Managerial Econ
American High School
Andy Grounds's Investors Bank & Trust Experience 2002 - 2004
Job Director at Gap, Inc
Industry Retail
Experience
Gap Inc./Old Navy September 2015 - Present
Gap Inc./Old Navy February 2014 - September 2015
Gap Inc./Old Navy December 2012 - February 2014
Gap Inc./Old Navy October 2010 - December 2012
Gap Inc./Old Navy March 2008 - October 2010
Gap Inc./Old Navy July 2006 - March 2008
Investors Bank & Trust 2002 - 2004
Skills
Retail, Forecasting, Financial Modeling, Financial Analysis, Business Strategy, Market Research, Strategic Planning, Process Improvement, Pricing, Business Analysis, Strategy, Cross-functional Team..., Finance, Data Analysis, Budgets, Business Planning, Competitive Analysis, Product Management, Income Statement
Education
Tulane University - A.B. Freeman School of Business 2004 — 2006
MBA, Finance/Management
Syracuse University 1997 — 2001
B.S., Economics
Tahanto Regional High School
Gap Inc./Old Navy September 2015 - Present
Gap Inc./Old Navy February 2014 - September 2015
Gap Inc./Old Navy December 2012 - February 2014
Gap Inc./Old Navy October 2010 - December 2012
Gap Inc./Old Navy March 2008 - October 2010
Gap Inc./Old Navy July 2006 - March 2008
Investors Bank & Trust 2002 - 2004
Skills
Retail, Forecasting, Financial Modeling, Financial Analysis, Business Strategy, Market Research, Strategic Planning, Process Improvement, Pricing, Business Analysis, Strategy, Cross-functional Team..., Finance, Data Analysis, Budgets, Business Planning, Competitive Analysis, Product Management, Income Statement
Education
Tulane University - A.B. Freeman School of Business 2004 — 2006
MBA, Finance/Management
Syracuse University 1997 — 2001
B.S., Economics
Tahanto Regional High School
Brian Snodgrass's Investors Bank & Trust Experience December 2004 - February 2006
Job Asset Management Senior Advisor Representative
Industry Financial Services
Experience
State Street May 2014 - Present
State Street October 2012 - May 2014
State Street Corporation February 2006 - October 2012
Investors Bank & Trust December 2004 - February 2006
State Street March 2004 - December 2004
Skills
Securities, Mutual Funds, Equities, Fixed Income, Management, Budgets, Client Relations, Client Services, Team Building, Customer Service, Data Analysis, Project Management, Financial Services, Bloomberg, Financial Analysis, Portfolio Management, Analysis, Investments, Asset Management
Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Concentration in Organizational Behavior
Vassar College 1999 — 2003
B.A., Political Science
Holmdel High School 1995 — 1999
State Street May 2014 - Present
State Street October 2012 - May 2014
State Street Corporation February 2006 - October 2012
Investors Bank & Trust December 2004 - February 2006
State Street March 2004 - December 2004
Skills
Securities, Mutual Funds, Equities, Fixed Income, Management, Budgets, Client Relations, Client Services, Team Building, Customer Service, Data Analysis, Project Management, Financial Services, Bloomberg, Financial Analysis, Portfolio Management, Analysis, Investments, Asset Management
Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Concentration in Organizational Behavior
Vassar College 1999 — 2003
B.A., Political Science
Holmdel High School 1995 — 1999
Gail Dowd's Investors Bank & Trust Experience December 1994 - June 2007
Job VP Director of Reporting at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2007 - Present
Investors Bank & Trust December 1994 - June 2007
Ernst & Young August 1991 - December 1994
Skills
Financial Reporting, Project Management, Financial Services, Financial Modeling, Auditing, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2000 — 2002
Master, MBA
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Science, Accounting and Finance
Eaton Vance June 2007 - Present
Investors Bank & Trust December 1994 - June 2007
Ernst & Young August 1991 - December 1994
Skills
Financial Reporting, Project Management, Financial Services, Financial Modeling, Auditing, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2000 — 2002
Master, MBA
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Science, Accounting and Finance
Taryn Sheehan's Investors Bank & Trust Experience November 1998 - June 2000
Job SelfEmployed
Industry Investment Management
Experience
Wellington Management June 2000 - May 2002
Investors Bank & Trust November 1998 - June 2000
State Street June 1997 - November 1998
Education
Union College 1994 — 1997
BA, Economics
Wellington Management June 2000 - May 2002
Investors Bank & Trust November 1998 - June 2000
State Street June 1997 - November 1998
Education
Union College 1994 — 1997
BA, Economics
Jon Gabriel's Investors Bank & Trust Experience 1999 - 2005
Job Business and M&A Counsel at Choate, Hall & Stewart LLP
Industry Law Practice
Experience
Choate, Hall & Stewart LLP October 2005 - Present
South Shore Habitat for Humanity 2013 - 2014
South Shore Habitat for Humanity 2013 - 2014
South Shore Habitat for Humanity 2013 - 2014
Investors Bank & Trust 1999 - 2005
Orrick, Herrington & Sutcliffe LLP 1996 - 1998
Skills
Mergers, Equities, Securities, Private Equity, Corporate Governance, Litigation, Legal Research, Intellectual Property, Corporate Law, Securities Regulation, Mergers & Acquisitions, Legal Writing
Education
Suffolk University Law School 2001 — 2005
JD, Law
William & Mary 1992 — 1996
BA, History
Choate, Hall & Stewart LLP October 2005 - Present
South Shore Habitat for Humanity 2013 - 2014
South Shore Habitat for Humanity 2013 - 2014
South Shore Habitat for Humanity 2013 - 2014
Investors Bank & Trust 1999 - 2005
Orrick, Herrington & Sutcliffe LLP 1996 - 1998
Skills
Mergers, Equities, Securities, Private Equity, Corporate Governance, Litigation, Legal Research, Intellectual Property, Corporate Law, Securities Regulation, Mergers & Acquisitions, Legal Writing
Education
Suffolk University Law School 2001 — 2005
JD, Law
William & Mary 1992 — 1996
BA, History
Becky Basnet's Investors Bank & Trust Experience 2002 - 2006
Job PT Bookkeeper FT Mom
Industry Accounting
Experience
A.M. Truck Repair December 2011 - Present
Sawyer, LLC January 2011 - November 2011
Grantham, Mayo, Van Otterloo & Co., LLC July 2006 - January 2011
Investors Bank & Trust 2002 - 2006
Skills
Fixed Income, Corporate Actions, Bloomberg, Fund Accounting, Mutual Funds
Education
Suffolk University - Sawyer Business School 2004 — 2006
MSF
University of Massachusetts, Amherst 1998 — 2002
A.M. Truck Repair December 2011 - Present
Sawyer, LLC January 2011 - November 2011
Grantham, Mayo, Van Otterloo & Co., LLC July 2006 - January 2011
Investors Bank & Trust 2002 - 2006
Skills
Fixed Income, Corporate Actions, Bloomberg, Fund Accounting, Mutual Funds
Education
Suffolk University - Sawyer Business School 2004 — 2006
MSF
University of Massachusetts, Amherst 1998 — 2002
Jenn Giesler's Investors Bank & Trust Experience 2002 - 2004
Job Senior Financial Analyst at Education Management Corporation
Industry Computer Software
Experience
Education Management Corporation January 2012 - Present
Education Management Corporation March 2011 - January 2012
Confluence Technologies, Inc. July 2007 - November 2010
Lamar Advertising September 2005 - July 2007
MFS June 2004 - May 2005
Investors Bank & Trust 2002 - 2004
Investors Bank & Trust 2001 - 2002
Education
Suffolk University 1996 — 2001
Business Administration, Finance
Education Management Corporation January 2012 - Present
Education Management Corporation March 2011 - January 2012
Confluence Technologies, Inc. July 2007 - November 2010
Lamar Advertising September 2005 - July 2007
MFS June 2004 - May 2005
Investors Bank & Trust 2002 - 2004
Investors Bank & Trust 2001 - 2002
Education
Suffolk University 1996 — 2001
Business Administration, Finance
Antonio Pisano's Investors Bank & Trust Experience 2004 - 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street May 2004 - Present
Investors Bank & Trust 2004 - 2007
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Finance
Suffolk University - Sawyer Business School 1994 — 1998
BSBA, Accounting
State Street May 2004 - Present
Investors Bank & Trust 2004 - 2007
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Finance
Suffolk University - Sawyer Business School 1994 — 1998
BSBA, Accounting
Jennifer McVay's Investors Bank & Trust Experience 1998 - 2004
Job Assistant Vice President at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management January 2005 - Present
Investors Bank & Trust 1998 - 2004
Russian & East European Language Services 1997 - 1998
Education
Tufts University 1993 — 1997
BA, Russian Studies, International Relations
Deerfield Academy
Acadian Asset Management January 2005 - Present
Investors Bank & Trust 1998 - 2004
Russian & East European Language Services 1997 - 1998
Education
Tufts University 1993 — 1997
BA, Russian Studies, International Relations
Deerfield Academy
Tim Lang, CFA's Investors Bank & Trust Experience 2004 - 2006
Job Trader at GMO
Industry Investment Management
Kiran Kumar Yarlagadda's Investors Bank & Trust Experience 2006 - 2007
Job Senior Application Engineer at Nike
Industry Information Technology and Services
Experience
iTech US Inc Senior Application EngineerNikeJanuary 2008 - Present
HP 2007 - 2007
Investors Bank & Trust 2006 - 2007
IBM Global Services 2005 - 2006
Cingular Wireless 2004 - 2005
Education
University of Bridgeport 1999 — 2001
Jaya Engineering college 1996 — 2000
B.E, CSE
ST Anns High school 1978 — 1993
SSC
iTech US Inc Senior Application EngineerNikeJanuary 2008 - Present
HP 2007 - 2007
Investors Bank & Trust 2006 - 2007
IBM Global Services 2005 - 2006
Cingular Wireless 2004 - 2005
Education
University of Bridgeport 1999 — 2001
Jaya Engineering college 1996 — 2000
B.E, CSE
ST Anns High school 1978 — 1993
SSC
Kristopher DiLeva's Investors Bank & Trust Experience July 2006 - April 2007
Job Assistant Vice President/AVP Fund Administration at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2007 - Present
Investors Bank & Trust July 2006 - April 2007
State Street November 2005 - July 2006
Investors Bank & Trust August 2002 - November 2005
Education
Stonehill College 1998 — 2002
JPMorgan Chase April 2007 - Present
Investors Bank & Trust July 2006 - April 2007
State Street November 2005 - July 2006
Investors Bank & Trust August 2002 - November 2005
Education
Stonehill College 1998 — 2002
Andrew Burgess's Investors Bank & Trust Experience August 2004 - August 2005
Job Senior Vice President Business Development Officer at Marquette Business Credit, a subsidiary of UMB Bank, n.a.
Industry Banking
Experience
Marquette Business Credit, a subsidiary of UMB Bank, n.a. July 2013 - Present
Marquette Business Credit, Inc. August 2007 - June 2013
Marquette Business Credit, Inc. February 2006 - July 2007
Investors Bank & Trust August 2004 - August 2005
Skills
Credit, Funding, Asset Based Lending, Commercial Lending, Banking, Credit Analysis, Underwriting, Credit Risk, Commercial Banking, Financial Analysis, Loans, Due Diligence, Microsoft Excel, Microsoft Office, Microsoft Word, Mergers & Acquisitions, Valuation, Private Equity, Investments, Financial Structuring, Finance, Cash Flow, Portfolio Management, Accounting, Financial Services, Restructuring, Corporate Finance, Financial Modeling, Small Business Lending, Factoring
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA
University of Rochester 2000 — 2004
Bachelor of Arts, Economics
Marquette Business Credit, a subsidiary of UMB Bank, n.a. July 2013 - Present
Marquette Business Credit, Inc. August 2007 - June 2013
Marquette Business Credit, Inc. February 2006 - July 2007
Investors Bank & Trust August 2004 - August 2005
Skills
Credit, Funding, Asset Based Lending, Commercial Lending, Banking, Credit Analysis, Underwriting, Credit Risk, Commercial Banking, Financial Analysis, Loans, Due Diligence, Microsoft Excel, Microsoft Office, Microsoft Word, Mergers & Acquisitions, Valuation, Private Equity, Investments, Financial Structuring, Finance, Cash Flow, Portfolio Management, Accounting, Financial Services, Restructuring, Corporate Finance, Financial Modeling, Small Business Lending, Factoring
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA
University of Rochester 2000 — 2004
Bachelor of Arts, Economics
Christina Costello's Investors Bank & Trust Experience May 2001 - September 2004
Job Vice President, Relationship Management at State Street
Industry Financial Services
Experience
State Street June 2007 - Present
Investors Bank & Trust May 2001 - September 2004
Barclays Global Investors July 1998 - May 2004
Skills
Microsoft Excel, Fixed Income, Fund Accounting, Derivatives, Mutual Funds, Equities, Hedge Funds, Bloomberg, Alternative Investments, Fund Administration, Securities, Financial Services, Asset Management, Global Custody, Investments, Middle Office, Corporate Actions
Education
University of California, Davis 1994 — 1998
BS, Managerial Economics
State Street June 2007 - Present
Investors Bank & Trust May 2001 - September 2004
Barclays Global Investors July 1998 - May 2004
Skills
Microsoft Excel, Fixed Income, Fund Accounting, Derivatives, Mutual Funds, Equities, Hedge Funds, Bloomberg, Alternative Investments, Fund Administration, Securities, Financial Services, Asset Management, Global Custody, Investments, Middle Office, Corporate Actions
Education
University of California, Davis 1994 — 1998
BS, Managerial Economics
Debra Brown's Investors Bank & Trust Experience June 1992 - August 1995
Job Securities Attorney, Designer, Monitor and Evaluator of compliance programs
Industry Financial Services
Experience
Brown & Associates LLC September 2000 - Present
Boston Compliance Group 1992 - 2012
National Regulatory Services, Inc. June 1997 - September 2000
Investors Bank & Trust June 1992 - August 1995
The Boston Company January 1990 - June 1992
Legal Services Corporation 1987 - 1988
US Securities and Exchange Commission 1987 - 1987
U.S. House of Representatives 1983 - 1984
Skills
Mutual Funds, Compliance, Investments, Securities, Financial Services, Hedge Funds, Asset Management, Alternative Investments, Due Diligence, Equities, Risk Management, Anti Money Laundering, Private Equity, Corporate Governance, Securities Regulation
Education
The Catholic University of America, Columbus School of Law 1985 — 1988
JD, Securities Law
Brown & Associates LLC September 2000 - Present
Boston Compliance Group 1992 - 2012
National Regulatory Services, Inc. June 1997 - September 2000
Investors Bank & Trust June 1992 - August 1995
The Boston Company January 1990 - June 1992
Legal Services Corporation 1987 - 1988
US Securities and Exchange Commission 1987 - 1987
U.S. House of Representatives 1983 - 1984
Skills
Mutual Funds, Compliance, Investments, Securities, Financial Services, Hedge Funds, Asset Management, Alternative Investments, Due Diligence, Equities, Risk Management, Anti Money Laundering, Private Equity, Corporate Governance, Securities Regulation
Education
The Catholic University of America, Columbus School of Law 1985 — 1988
JD, Securities Law
Carolin Dudumian - Dorian's Investors Bank & Trust Experience June 2005 - September 2007
Job Vice President Manager of Regulatory Reporting and Compliance at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
State Street September 2011 - May 2014
State Street July 2005 - September 2011
Investors Bank & Trust June 2005 - September 2007
Skills
Financial Analysis, Financial Reporting, Financial Services, SEC reporting, Financial Modeling, Accounting, Internal Controls, Corporate Finance, Auditing, Valuation, US GAAP, Due Diligence, General Ledger, Sarbanes-Oxley Act, Mergers & Acquisitions, Forecasting, Asset Management, Investments, Process Improvement, Analysis, Budgets, Start-ups, Cash Management, Regulatory Compliance
Education
Suffolk University
State Street May 2014 - Present
State Street September 2011 - May 2014
State Street July 2005 - September 2011
Investors Bank & Trust June 2005 - September 2007
Skills
Financial Analysis, Financial Reporting, Financial Services, SEC reporting, Financial Modeling, Accounting, Internal Controls, Corporate Finance, Auditing, Valuation, US GAAP, Due Diligence, General Ledger, Sarbanes-Oxley Act, Mergers & Acquisitions, Forecasting, Asset Management, Investments, Process Improvement, Analysis, Budgets, Start-ups, Cash Management, Regulatory Compliance
Education
Suffolk University
Marrianne Lu's Investors Bank & Trust Experience 1999 - October 2007
Job Finance Manager
Industry Consumer Goods
Experience
Nestle Dreyer's Ice Cream July 2012 - Present
Nestle Direct Store Delivery Division January 2010 - June 2012
The Clorox Company March 2008 - January 2010
Investors Bank & Trust 1999 - October 2007
Morgan Stanley Dean Witter May 1998 - June 1999
Credit Union for Berkeley Students (Student Financial Advisory Committee) August 1997 - December 1998
Skills
Accounting, CRM, Cross-functional Team..., Finance, Financial Analysis, Forecasting, Management
Education
University of California, Berkeley 1995 — 1999
B.A., Economics
Nestle Dreyer's Ice Cream July 2012 - Present
Nestle Direct Store Delivery Division January 2010 - June 2012
The Clorox Company March 2008 - January 2010
Investors Bank & Trust 1999 - October 2007
Morgan Stanley Dean Witter May 1998 - June 1999
Credit Union for Berkeley Students (Student Financial Advisory Committee) August 1997 - December 1998
Skills
Accounting, CRM, Cross-functional Team..., Finance, Financial Analysis, Forecasting, Management
Education
University of California, Berkeley 1995 — 1999
B.A., Economics
Healey Sutton's Investors Bank & Trust Experience June 2006 - March 2007
Job Senior Principal, Yield Management at Intelsat
Industry Defense & Space
Experience
Intelsat April 2015 - Present
Intelsat August 2011 - April 2015
Intelsat July 2010 - August 2011
Intelsat April 2007 - July 2010
Investors Bank & Trust June 2006 - March 2007
Investors Bank & Trust August 2004 - June 2006
Investors Bank & Trust August 2001 - August 2004
Skills
Analysis, Strategic Financial..., Variance Analysis, Finance, Process Improvement, Financial Analysis, Microsoft Excel, Strategy, Budgets, Forecasting, Financial Modeling, Financial Reporting, Program Management, Hyperion Enterprise, Business Planning, Management, Data Analysis, Telecommunications, Cross-functional Team..., Microsoft Word, PowerPoint, Business Intelligence, Business Analysis, Training, Financial Statements
Education
The George Washington University - School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
American Military University 2009 — 2011
M.A., with Honors, National Security Studies
The George Washington University 1997 — 2001
B.A., Elliott School of International Affairs, International Affairs, Economics, French
Intelsat April 2015 - Present
Intelsat August 2011 - April 2015
Intelsat July 2010 - August 2011
Intelsat April 2007 - July 2010
Investors Bank & Trust June 2006 - March 2007
Investors Bank & Trust August 2004 - June 2006
Investors Bank & Trust August 2001 - August 2004
Skills
Analysis, Strategic Financial..., Variance Analysis, Finance, Process Improvement, Financial Analysis, Microsoft Excel, Strategy, Budgets, Forecasting, Financial Modeling, Financial Reporting, Program Management, Hyperion Enterprise, Business Planning, Management, Data Analysis, Telecommunications, Cross-functional Team..., Microsoft Word, PowerPoint, Business Intelligence, Business Analysis, Training, Financial Statements
Education
The George Washington University - School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
American Military University 2009 — 2011
M.A., with Honors, National Security Studies
The George Washington University 1997 — 2001
B.A., Elliott School of International Affairs, International Affairs, Economics, French
Erik Stuart's Investors Bank & Trust Experience June 2004 - July 2007
Job Application Developer at Citi
Industry Information Technology and Services
Experience
Citi July 2007 - Present
Investors Bank & Trust June 2004 - July 2007
Skills
Business Analysis
Education
Syracuse University 1999 — 2003
Citi July 2007 - Present
Investors Bank & Trust June 2004 - July 2007
Skills
Business Analysis
Education
Syracuse University 1999 — 2003
Cara McMichael Swart's Investors Bank & Trust Experience July 2000 - May 2002
Job Client Integration
Industry Financial Services
Experience
Wellington Management May 2002 - Present
Investors Bank & Trust July 2000 - May 2002
Investors Bank & Trust (Dublin) 2001 - 2001
Education
Syracuse University 1996 — 2000
Wellington Management May 2002 - Present
Investors Bank & Trust July 2000 - May 2002
Investors Bank & Trust (Dublin) 2001 - 2001
Education
Syracuse University 1996 — 2000
Samuel Vaughan's Investors Bank & Trust Experience April 2001 - July 2007
Job Fund Administration Director / AVP at State Street Corporation
Industry Financial Services
Experience
State Street July 2007 - July 2008
Investors Bank & Trust April 2001 - July 2007
Investors Bank & Trust 2002 - 2003
Investors Bank & Trust 2001 - 2002
John Hancock January 2000 - April 2001
Education
University of Massachusetts Boston 2003 — 2005
History
The University of Texas at Austin 1992 — 1999
BA, History, Philosophy, English
GRHS
State Street July 2007 - July 2008
Investors Bank & Trust April 2001 - July 2007
Investors Bank & Trust 2002 - 2003
Investors Bank & Trust 2001 - 2002
John Hancock January 2000 - April 2001
Education
University of Massachusetts Boston 2003 — 2005
History
The University of Texas at Austin 1992 — 1999
BA, History, Philosophy, English
GRHS
Jim DiTolla's Investors Bank & Trust Experience August 2003 - September 2004
Job Materials Manager (Scientist) at Vertex Pharmaceuticals
Industry Logistics and Supply Chain
Experience
Vertex Pharmaceuticals April 2015 - Present
Cubist Pharmaceuticals December 2012 - March 2015
PAREXEL October 2012 - December 2012
PAREXEL June 2011 - October 2012
Biocair International 2007 - June 2011
Biocair February 2005 - November 2007
Investors Bank & Trust August 2003 - September 2004
Skills
Supply Chain Management, Logistics Management, Cold Chain, Logistics, Supply Chain, Operations Management, Transportation, Inventory Management, Shipping, Pharmaceutical Industry, International Logistics, Forecasting, Clinical Trials, Process Improvement, Transportation..., Warehousing, Management, Warehouse Management, Continuous Improvement, Procurement, Contract Negotiation, Team Leadership, Customs Regulations, Cross-functional Team..., Supply Management, Change Management, Purchasing, Project Planning, Leadership
Education
The University of Kansas 1999 — 2003
Saint John's Prep 1994 — 1998
Vertex Pharmaceuticals April 2015 - Present
Cubist Pharmaceuticals December 2012 - March 2015
PAREXEL October 2012 - December 2012
PAREXEL June 2011 - October 2012
Biocair International 2007 - June 2011
Biocair February 2005 - November 2007
Investors Bank & Trust August 2003 - September 2004
Skills
Supply Chain Management, Logistics Management, Cold Chain, Logistics, Supply Chain, Operations Management, Transportation, Inventory Management, Shipping, Pharmaceutical Industry, International Logistics, Forecasting, Clinical Trials, Process Improvement, Transportation..., Warehousing, Management, Warehouse Management, Continuous Improvement, Procurement, Contract Negotiation, Team Leadership, Customs Regulations, Cross-functional Team..., Supply Management, Change Management, Purchasing, Project Planning, Leadership
Education
The University of Kansas 1999 — 2003
Saint John's Prep 1994 — 1998
Clayton Stoddard's Investors Bank & Trust Experience September 2005 - July 2007
Job Vice President at State Street
Industry Information Technology and Services
Experience
State Street July 2007 - Present
Investors Bank & Trust September 2005 - July 2007
EZCORP 1998 - 2005
Applied Materials October 1997 - July 1998
Skills
Microsoft SQL Server, Alternative Investments, Private Equity, Business Analysis, SDLC, Data Warehousing, Agile Methodologies, Requirements Analysis, Vendor Management, Financial Services, Business Intelligence, Software Project..., PL/SQL, Sybase Adaptive Server, SQL Tuning, SharePoint, Crystal Reports, Oracle SQL Developer
Education
The University of Texas at Austin 1990 — 1995
Bachelor of Arts (BA), Economics
State Street July 2007 - Present
Investors Bank & Trust September 2005 - July 2007
EZCORP 1998 - 2005
Applied Materials October 1997 - July 1998
Skills
Microsoft SQL Server, Alternative Investments, Private Equity, Business Analysis, SDLC, Data Warehousing, Agile Methodologies, Requirements Analysis, Vendor Management, Financial Services, Business Intelligence, Software Project..., PL/SQL, Sybase Adaptive Server, SQL Tuning, SharePoint, Crystal Reports, Oracle SQL Developer
Education
The University of Texas at Austin 1990 — 1995
Bachelor of Arts (BA), Economics
John Pedrotti, MBA's Investors Bank & Trust Experience September 2004 - November 2005
Job Market Intelligence Lead at SABIC
Industry Plastics
Experience
SABIC Innovative Plastics October 2014 - Present
SABIC April 2014 - October 2014
SABIC May 2012 - April 2014
GE 2012 - 2012
Morgan Stanley October 2010 - August 2011
Citigroup January 2009 - October 2009
Citigroup November 2005 - December 2008
Investors Bank & Trust September 2004 - November 2005
Skills
Mergers & Acquisitions, Project Management, Process Improvement, Investments, Market Research, Finance, Risk Management, Microsoft Office, Management, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Data Analysis, Financial Modeling, Options, Change Management, Financial Reporting, Forecasting, Operating Budgets, Marketing Strategy, Corporate Finance,...
Education
Suffolk University - Sawyer School of Management 2009 — 2012
MBA, Finance, 3.963
University of Massachusetts, Amherst 2000 — 2004
BS, Economics, 3.713
Wahconah 1996 — 2000
High School Graduate - CP
St. Agnes
SABIC Innovative Plastics October 2014 - Present
SABIC April 2014 - October 2014
SABIC May 2012 - April 2014
GE 2012 - 2012
Morgan Stanley October 2010 - August 2011
Citigroup January 2009 - October 2009
Citigroup November 2005 - December 2008
Investors Bank & Trust September 2004 - November 2005
Skills
Mergers & Acquisitions, Project Management, Process Improvement, Investments, Market Research, Finance, Risk Management, Microsoft Office, Management, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Data Analysis, Financial Modeling, Options, Change Management, Financial Reporting, Forecasting, Operating Budgets, Marketing Strategy, Corporate Finance,...
Education
Suffolk University - Sawyer School of Management 2009 — 2012
MBA, Finance, 3.963
University of Massachusetts, Amherst 2000 — 2004
BS, Economics, 3.713
Wahconah 1996 — 2000
High School Graduate - CP
St. Agnes
Francis McLoughlin's Investors Bank & Trust Experience June 2007 - October 2008
Job AVP, Capital Planning at State Street
Industry Marketing and Advertising
Experience
State Street September 2015 - Present
Sonus PR May 2015 - August 2015
Driehaus Capital Management June 2013 - August 2014
State Street Global Markets September 2010 - June 2013
Brown Brothers Harriman October 2008 - August 2010
Investors Bank & Trust June 2007 - October 2008
Governor Mitt Romney May 2005 - September 2005
Education
Suffolk University - Sawyer Business School 2014 — 2016
Global MBA, International Marketing
University of Massachusetts, Amherst 2003 — 2007
BA, Economics/Political Science
Mansfield High 1999 — 2003
State Street September 2015 - Present
Sonus PR May 2015 - August 2015
Driehaus Capital Management June 2013 - August 2014
State Street Global Markets September 2010 - June 2013
Brown Brothers Harriman October 2008 - August 2010
Investors Bank & Trust June 2007 - October 2008
Governor Mitt Romney May 2005 - September 2005
Education
Suffolk University - Sawyer Business School 2014 — 2016
Global MBA, International Marketing
University of Massachusetts, Amherst 2003 — 2007
BA, Economics/Political Science
Mansfield High 1999 — 2003
Shantelle Durbin's Investors Bank & Trust Experience June 2005 - January 2008
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock October 2011 - Present
BlackRock September 2010 - October 2011
Barclays Global Investors January 2008 - September 2010
Investors Bank & Trust June 2005 - January 2008
Skills
Fixed Income, Portfolio Management, Equities, Valuation, Investments, Mutual Funds
Education
University of California, Davis 2001 — 2005
Economics
BlackRock October 2011 - Present
BlackRock September 2010 - October 2011
Barclays Global Investors January 2008 - September 2010
Investors Bank & Trust June 2005 - January 2008
Skills
Fixed Income, Portfolio Management, Equities, Valuation, Investments, Mutual Funds
Education
University of California, Davis 2001 — 2005
Economics
Jesse Oliva's Investors Bank & Trust Experience July 2005 - August 2006
Job Vice President / Superintendent at Robert E. Boyer Construction, Inc.
Industry Construction
Experience
Robert E. Boyer Construction, Inc. September 2014 - Present
Robert E. Boyer Construction, Inc. September 2006 - September 2014
Investors Bank & Trust July 2005 - August 2006
Skills
Public Speaking, Strategic Planning, Leadership, Customer Service, Microsoft Office, Sales, Project Management, Marketing, Negotiation, Management
Education
University of California, Davis 2000 — 2004
B.A., Economics
Robert E. Boyer Construction, Inc. September 2014 - Present
Robert E. Boyer Construction, Inc. September 2006 - September 2014
Investors Bank & Trust July 2005 - August 2006
Skills
Public Speaking, Strategic Planning, Leadership, Customer Service, Microsoft Office, Sales, Project Management, Marketing, Negotiation, Management
Education
University of California, Davis 2000 — 2004
B.A., Economics
Dan Bradley's Investors Bank & Trust Experience 2002 - 2004
Job Financial Services Market Specialist at the Federal Reserve Bank of Boston
Industry Accounting
Experience
Federal Reserve Bank of Boston March 2014 - Present
John Hancock 2009 - 2014
KPMG 2005 - 2009
Investors Bank & Trust 2002 - 2004
PricewaterhouseCoopers 1998 - 2002
Skills
Auditing, Accounting, Financial Risk, Tax, Financial Services, Mutual Funds, Sarbanes-Oxley Act, Internal Controls, SEC filings, US GAAP, Financial Reporting, Internal Audit, GAAP, Financial Analysis, Financial Accounting, External Audit, Enterprise Risk..., Quality Auditing, Sarbanes-Oxley, IFRS
Education
Villanova University 1994 — 1998
Bachelor of Science (BS), Accounting
Wellesley High School 1992 — 1994
General, General
St. John's High School 1990 — 1992
General, General
Suffolk University
Master of Business Administration (MBA)
Federal Reserve Bank of Boston March 2014 - Present
John Hancock 2009 - 2014
KPMG 2005 - 2009
Investors Bank & Trust 2002 - 2004
PricewaterhouseCoopers 1998 - 2002
Skills
Auditing, Accounting, Financial Risk, Tax, Financial Services, Mutual Funds, Sarbanes-Oxley Act, Internal Controls, SEC filings, US GAAP, Financial Reporting, Internal Audit, GAAP, Financial Analysis, Financial Accounting, External Audit, Enterprise Risk..., Quality Auditing, Sarbanes-Oxley, IFRS
Education
Villanova University 1994 — 1998
Bachelor of Science (BS), Accounting
Wellesley High School 1992 — 1994
General, General
St. John's High School 1990 — 1992
General, General
Suffolk University
Master of Business Administration (MBA)
Charles Knorr's Investors Bank & Trust Experience 2001 - 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust 2001 - 2007
Skills
Equities, Investments, Fixed Income, Mutual Funds, Hedge Funds, Securities, Derivatives
Education
University of California, Davis
MBA, Finance, General
State Street July 2007 - Present
Investors Bank & Trust 2001 - 2007
Skills
Equities, Investments, Fixed Income, Mutual Funds, Hedge Funds, Securities, Derivatives
Education
University of California, Davis
MBA, Finance, General
Huong Totten's Investors Bank & Trust Experience June 2001 - February 2005
Job Project lead
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
BNY Mellon July 2014 - May 2015
Brown Brothers Harriman November 2013 - July 2014
Brown Brothers Harriman February 2005 - November 2013
Investors Bank & Trust June 2001 - February 2005
Skills
Corporate Actions, ETFs, Financial Services, Fund Administration, Mutual Funds, Global Custody, Fund Accounting, Fixed Income, Securities, Business Analysis, Requirements Gathering, Bloomberg, SDLC, Project Management, User Acceptance Testing, Business Requirements, Equities, Derivatives, STAR, Fund Of Funds, European tax, Tax Equalization, Back Office, Project Planning, SharePoint, Production Management, Quality Assurance, Business Development, Product Development, Workflow Management, Workflow Diagrams
Education
Suffolk University 1997 — 2001
Bachelor of Science (BS), Finance, General
Brown Brothers Harriman May 2015 - Present
BNY Mellon July 2014 - May 2015
Brown Brothers Harriman November 2013 - July 2014
Brown Brothers Harriman February 2005 - November 2013
Investors Bank & Trust June 2001 - February 2005
Skills
Corporate Actions, ETFs, Financial Services, Fund Administration, Mutual Funds, Global Custody, Fund Accounting, Fixed Income, Securities, Business Analysis, Requirements Gathering, Bloomberg, SDLC, Project Management, User Acceptance Testing, Business Requirements, Equities, Derivatives, STAR, Fund Of Funds, European tax, Tax Equalization, Back Office, Project Planning, SharePoint, Production Management, Quality Assurance, Business Development, Product Development, Workflow Management, Workflow Diagrams
Education
Suffolk University 1997 — 2001
Bachelor of Science (BS), Finance, General
Joedee Foster's Investors Bank & Trust Experience May 2001 - July 2007
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation July 2007 - Present
New England Aquarium 2010 - 2012
Investors Bank & Trust May 2001 - July 2007
Barclays Global Investors March 1999 - May 2001
Skills
Microsoft Excel
Education
London School of Economics and Political Science 1997 — 1998
Master of Science, Management
University of the Pacific 1993 — 1997
BA, International Relations with an emphasis in Economics
State Street Corporation July 2007 - Present
New England Aquarium 2010 - 2012
Investors Bank & Trust May 2001 - July 2007
Barclays Global Investors March 1999 - May 2001
Skills
Microsoft Excel
Education
London School of Economics and Political Science 1997 — 1998
Master of Science, Management
University of the Pacific 1993 — 1997
BA, International Relations with an emphasis in Economics
Joseph Bagarella's Investors Bank & Trust Experience November 2003 - August 2006
Job IT Quality Assurance Consultant at Amica Mutual Insurance
Industry Financial Services
Experience
Amica Mutual Insurance March 2013 - Present
CVS Caremark Corporation March 2012 - March 2013
ING July 2011 - March 2012
Manulife Financial March 2011 - July 2011
ING September 2006 - November 2010
Investors Bank & Trust November 2003 - August 2006
CitiStreet January 2001 - November 2003
Affiliated Computer Services July 1999 - December 2000
BankBoston June 1998 - July 1999
Boston EquiServe January 1995 - May 1998
Skills
User Acceptance Testing, Business Analysis, SDLC, Process Improvement, Quality Assurance, Testing, Program Management, Business Requirements, Databases, Project Management, SQL, Management, Requirements Gathering, Requirements Analysis, Quality Center, SharePoint, Visio, Software Documentation, HP Quality Center
Education
Suffolk University 1981 — 1985
BS, Journalism
Amica Mutual Insurance March 2013 - Present
CVS Caremark Corporation March 2012 - March 2013
ING July 2011 - March 2012
Manulife Financial March 2011 - July 2011
ING September 2006 - November 2010
Investors Bank & Trust November 2003 - August 2006
CitiStreet January 2001 - November 2003
Affiliated Computer Services July 1999 - December 2000
BankBoston June 1998 - July 1999
Boston EquiServe January 1995 - May 1998
Skills
User Acceptance Testing, Business Analysis, SDLC, Process Improvement, Quality Assurance, Testing, Program Management, Business Requirements, Databases, Project Management, SQL, Management, Requirements Gathering, Requirements Analysis, Quality Center, SharePoint, Visio, Software Documentation, HP Quality Center
Education
Suffolk University 1981 — 1985
BS, Journalism
Chris McKeen's Investors Bank & Trust Experience September 2006 - July 2007
Job Management Analyst with the Massachusetts Department of Public Health
Industry Financial Services
Experience
Massachusetts Department of Public Health September 2012 - Present
Mullaly Associates March 2011 - Present
Brown Brothers Harriman July 2011 - November 2011
Fidelity Investments July 2010 - February 2011
Harvard Business School March 2010 - July 2010
Veritude January 2008 - May 2009
Hancock Financial Services October 2007 - December 2007
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust January 2006 - September 2006
Harrah's Casino July 2005 - December 2005
Skills
Investments, Bloomberg, Financial Reporting, Essbase, Equities, Accounting, Valuation, Securities, Microsoft Excel, Financial Statements, Credit, Outlook, Access, Financial Modeling
Education
Suffolk University 1996 — 2000
Bachelor of Science in Business Administration, Finance
Massachusetts Department of Public Health September 2012 - Present
Mullaly Associates March 2011 - Present
Brown Brothers Harriman July 2011 - November 2011
Fidelity Investments July 2010 - February 2011
Harvard Business School March 2010 - July 2010
Veritude January 2008 - May 2009
Hancock Financial Services October 2007 - December 2007
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust January 2006 - September 2006
Harrah's Casino July 2005 - December 2005
Skills
Investments, Bloomberg, Financial Reporting, Essbase, Equities, Accounting, Valuation, Securities, Microsoft Excel, Financial Statements, Credit, Outlook, Access, Financial Modeling
Education
Suffolk University 1996 — 2000
Bachelor of Science in Business Administration, Finance
sandra Barrack-Anidi's Investors Bank & Trust Experience 2004 - 2006
Job Experienced Tax Accountant
Industry Accounting
Experience
International Data Group (IDG) June 2014 - Present
CVS Caremark Corporation March 2012 - Present
KPMG 2009 - January 2012
Investors Bank & Trust 2004 - 2006
Skills
Internal Audit, Tax, Sarbanes-Oxley, Financial Analysis, Access, QuickBooks, Financial Reporting, PowerPoint, Tax Preparation, Financial Modeling, Finance, Hedge Funds, Consolidation, Tax Returns, Budgets, US GAAP, General Ledger, SEC filings, Revenue Recognition, Auditing, Customer Service, Microsoft Office, Microsoft Excel, Hyperion Enterprise, Accounting, Income Tax, Forecasting, CPA, Corporate Tax, Financial Statements, Internal Controls, Financial Accounting, Account Reconciliation, Corporate Finance, Data Analysis, Sarbanes-Oxley Act, Tax Research, International Tax, GAAP, Tax Accounting, Fixed Assets, Analysis
Education
Suffolk University - Sawyer School of Management
MSA, Accounting
Umass Amherst
BA, Economics/Political Science
International Data Group (IDG) June 2014 - Present
CVS Caremark Corporation March 2012 - Present
KPMG 2009 - January 2012
Investors Bank & Trust 2004 - 2006
Skills
Internal Audit, Tax, Sarbanes-Oxley, Financial Analysis, Access, QuickBooks, Financial Reporting, PowerPoint, Tax Preparation, Financial Modeling, Finance, Hedge Funds, Consolidation, Tax Returns, Budgets, US GAAP, General Ledger, SEC filings, Revenue Recognition, Auditing, Customer Service, Microsoft Office, Microsoft Excel, Hyperion Enterprise, Accounting, Income Tax, Forecasting, CPA, Corporate Tax, Financial Statements, Internal Controls, Financial Accounting, Account Reconciliation, Corporate Finance, Data Analysis, Sarbanes-Oxley Act, Tax Research, International Tax, GAAP, Tax Accounting, Fixed Assets, Analysis
Education
Suffolk University - Sawyer School of Management
MSA, Accounting
Umass Amherst
BA, Economics/Political Science
Tom McCloskey's Investors Bank & Trust Experience January 2005 - February 2005
Job Assistant Vice President Client Management at State Street
Industry Financial Services
Experience
State Street Corporation November 2008 - Present
Investors Trust & Custodial Services August 2007 - October 2008
Investors Trust & Custodial Services April 2006 - August 2007
Quest Recruitment August 2005 - October 2006
Investors Fund Services March 2005 - August 2005
Investors Bank & Trust January 2005 - February 2005
Investors Bank & Trust May 2003 - January 2005
Investors Bank & Trust March 2002 - May 2003
Skills
Client Relationship..., Mutual Funds, Hedge Funds, Fund Of Funds, Fund Accounting, Alternative Investments, Client Service, Relation Management, Project Management, Fixed Income, Equities, Derivatives, Middle Office, Financial Services, Securities, Maintaining Strong..., New Business Development, Cross Selling
Education
Ulster University
Master of Science, Finance and Investment
Ulster University
Bachelor of Arts (Hons, Accounting
State Street Corporation November 2008 - Present
Investors Trust & Custodial Services August 2007 - October 2008
Investors Trust & Custodial Services April 2006 - August 2007
Quest Recruitment August 2005 - October 2006
Investors Fund Services March 2005 - August 2005
Investors Bank & Trust January 2005 - February 2005
Investors Bank & Trust May 2003 - January 2005
Investors Bank & Trust March 2002 - May 2003
Skills
Client Relationship..., Mutual Funds, Hedge Funds, Fund Of Funds, Fund Accounting, Alternative Investments, Client Service, Relation Management, Project Management, Fixed Income, Equities, Derivatives, Middle Office, Financial Services, Securities, Maintaining Strong..., New Business Development, Cross Selling
Education
Ulster University
Master of Science, Finance and Investment
Ulster University
Bachelor of Arts (Hons, Accounting
Vladimir Ivzhich's Investors Bank & Trust Experience May 2007 - July 2007
Job Consultant at Crescendo Consulting Solutions, LLC
Industry Management Consulting
Experience
Crescendo Consulting Solutions, LLC November 2008 - Present
Investors Bank & Trust May 2007 - July 2007
Investors Bank & Trust December 2005 - April 2007
Deustche Bank May 2005 - December 2005
State Street Bank August 2003 - February 2005
Mellon Financial November 2002 - August 2003
Education
CFA Institute 2002 — 2004
Certification, CFA
Suffolk University - Sawyer Business School 1999 — 2002
Bachelors, Finance
Crescendo Consulting Solutions, LLC November 2008 - Present
Investors Bank & Trust May 2007 - July 2007
Investors Bank & Trust December 2005 - April 2007
Deustche Bank May 2005 - December 2005
State Street Bank August 2003 - February 2005
Mellon Financial November 2002 - August 2003
Education
CFA Institute 2002 — 2004
Certification, CFA
Suffolk University - Sawyer Business School 1999 — 2002
Bachelors, Finance
Malini Kalidoss's Investors Bank & Trust Experience December 2005 - March 2007
Job QA Project Leader at TJX Companies
Industry Information Technology and Services
Experience
TJX Companies March 2011 - Present
TJX Companies January 2010 - March 2011
TJX Companies March 2008 - December 2009
Fidelity Investments March 2007 - February 2008
Investors Bank & Trust December 2005 - March 2007
Education
Thiagarajar College of Engineering 1996 — 2000
Bachelor in Engineering, EEE
TJX Companies March 2011 - Present
TJX Companies January 2010 - March 2011
TJX Companies March 2008 - December 2009
Fidelity Investments March 2007 - February 2008
Investors Bank & Trust December 2005 - March 2007
Education
Thiagarajar College of Engineering 1996 — 2000
Bachelor in Engineering, EEE
Gregory Kaynakian's Investors Bank & Trust Experience October 1993 - July 2007
Job Chief Administrative Officer at Taylor Wealth Management Partners
Industry Financial Services
Experience
Taylor Wealth Management Partners January 2014 - Present
State Street July 2007 - May 2013
Investors Bank & Trust October 1993 - July 2007
Skills
Fixed Income, Relationship Management, Portfolio Management, Operations Management, Business Process..., Project Management, Investments, Financial Services, Banking, Risk Management, Financial Analysis, Mutual Funds, Business Analysis, Hedge Funds, Equities
Education
Suffolk University 1984 — 1989
Taylor Wealth Management Partners January 2014 - Present
State Street July 2007 - May 2013
Investors Bank & Trust October 1993 - July 2007
Skills
Fixed Income, Relationship Management, Portfolio Management, Operations Management, Business Process..., Project Management, Investments, Financial Services, Banking, Risk Management, Financial Analysis, Mutual Funds, Business Analysis, Hedge Funds, Equities
Education
Suffolk University 1984 — 1989
MELYSSA J S BENNETT's Investors Bank & Trust Experience 1994 - 1996
Job
Industry
Experience
The Global Beer Network December 2008 - Present
MFS Investment Management 1998 - April 2001
Scudder Investments 1996 - 1998
Investors Bank & Trust 1994 - 1996
Investors Bank & Trust 1992 - 1994
Skills
Microsoft Excel, Customer Service, Microsoft Word, Financial Services, Accounting, Mutual Funds, PowerPoint, Program Management, Marketing Strategy
Education
Suffolk University 1988 — 1992
Bachelor of Arts (B.A.), Finance, General
The Global Beer Network December 2008 - Present
MFS Investment Management 1998 - April 2001
Scudder Investments 1996 - 1998
Investors Bank & Trust 1994 - 1996
Investors Bank & Trust 1992 - 1994
Skills
Microsoft Excel, Customer Service, Microsoft Word, Financial Services, Accounting, Mutual Funds, PowerPoint, Program Management, Marketing Strategy
Education
Suffolk University 1988 — 1992
Bachelor of Arts (B.A.), Finance, General
Daniel Feins's Investors Bank & Trust Experience January 1999 - January 2004
Job Investment Compliance Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2004 - Present
Investors Bank & Trust January 1999 - January 2004
JPMorgan Chase January 1998 - January 1999
Skills
Mutual Funds, Internal Controls, Asset Management, Research, Presentations, Teaching, Finance
Education
The University of Edinburgh 1993 — 1997
Ph.D, Islamic Studies
University of Maine 1990 — 1993
B.A, History
MFS Investment Management April 2004 - Present
Investors Bank & Trust January 1999 - January 2004
JPMorgan Chase January 1998 - January 1999
Skills
Mutual Funds, Internal Controls, Asset Management, Research, Presentations, Teaching, Finance
Education
The University of Edinburgh 1993 — 1997
Ph.D, Islamic Studies
University of Maine 1990 — 1993
B.A, History
Nicole Crowley's Investors Bank & Trust Experience 1998 - November 2004
Job Senior Tax Manager at Deloitte Tax LLP
Industry Financial Services
Experience
Deloitte Tax LLP November 2004 - Present
Investors Bank & Trust 1998 - November 2004
First Data Corporation 1994 - 1998
Skills
Regulated Investment..., Partnership Taxation, Enrolled Agent, Tax Accounting
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Legal Studies
Suffolk University
Masters, Tax
Deloitte Tax LLP November 2004 - Present
Investors Bank & Trust 1998 - November 2004
First Data Corporation 1994 - 1998
Skills
Regulated Investment..., Partnership Taxation, Enrolled Agent, Tax Accounting
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Legal Studies
Suffolk University
Masters, Tax
Joseph Canavan's Investors Bank & Trust Experience 2000 - 2001
Job Chief Financial Officer at BulwarkBay Investment Group LLC
Industry Investment Management
Experience
BulwarkBay Investment Group LLC 2011 - Present
CypressTree Investment Management Company, LLC 2003 - 2011
Investors Bank & Trust 2000 - 2001
State Street Research & Management Company 1986 - 2000
Coopers & Lybrand 1982 - 1986
Education
Syracuse University 1978 — 1982
B.S.
BulwarkBay Investment Group LLC 2011 - Present
CypressTree Investment Management Company, LLC 2003 - 2011
Investors Bank & Trust 2000 - 2001
State Street Research & Management Company 1986 - 2000
Coopers & Lybrand 1982 - 1986
Education
Syracuse University 1978 — 1982
B.S.
Julia Atkin's Investors Bank & Trust Experience January 1999 - January 2002
Job
Industry Financial Services
Experience
Fresh City LLC January 2007 - Present
Risk Management Foundation January 2004 - January 2007
Nexstar Financial Corporation January 2002 - January 2004
Investors Bank & Trust January 1999 - January 2002
Education
Moscow State University
Bachelor Degree, Economics
Tufts University
Accounting and Finance
Fresh City LLC January 2007 - Present
Risk Management Foundation January 2004 - January 2007
Nexstar Financial Corporation January 2002 - January 2004
Investors Bank & Trust January 1999 - January 2002
Education
Moscow State University
Bachelor Degree, Economics
Tufts University
Accounting and Finance
Lisa Giannone's Investors Bank & Trust Experience 2002 - 2007
Job Officer Market Surveillance/Monitoring Specialist at Bank of America
Industry Financial Services
Experience
Bank of America August 2011 - Present
State Street Corporation 2007 - 2010
Investors Bank & Trust 2002 - 2007
Tucker Anthony 1995 - 2002
Skills
Dedicated to meeting..., Decision Making and..., Process Improvement, Regulatory Analysis, Familiar with..., Financial Services, Financial Risk, Analysis, Banking
Education
American Institute for Paralegal Studies 1984 — 1985
Certificate, Law
Suffolk University 1978 — 1982
Bachelor of Arts, Political Science, minor in Spanish
Bank of America August 2011 - Present
State Street Corporation 2007 - 2010
Investors Bank & Trust 2002 - 2007
Tucker Anthony 1995 - 2002
Skills
Dedicated to meeting..., Decision Making and..., Process Improvement, Regulatory Analysis, Familiar with..., Financial Services, Financial Risk, Analysis, Banking
Education
American Institute for Paralegal Studies 1984 — 1985
Certificate, Law
Suffolk University 1978 — 1982
Bachelor of Arts, Political Science, minor in Spanish
Ebba Legaspi's Investors Bank & Trust Experience 2002 - 2004
Job Gyrotonic, Pilates, Power Plate, Yoga, TRX
Industry Health, Wellness and Fitness
Experience
Core De Vie 2015 - Present
ENL Studio 2006 - Present
Laughing Dog Yoga 2015 - Present
Harvard Business School - Shad Hall August 2013 - Present
Down Under Yoga October 2013 - December 2014
Mt. Auburn Club 2003 - 2006
Healthworks Fitness Centers for Women 2003 - 2004
Investors Bank & Trust 2002 - 2004
Skills
Fitness, Pilates, Microsoft Excel, Wellness, Gyrotonic, Yoga, Personal Training, Gyrokinesis, Fitness Training, Strength Training, Holistic Health, Stretching, Wellness Coaching, Wellbeing
Education
Suffolk University 1990 — 1998
BSBA, MSF, Business, Finance
Core De Vie 2015 - Present
ENL Studio 2006 - Present
Laughing Dog Yoga 2015 - Present
Harvard Business School - Shad Hall August 2013 - Present
Down Under Yoga October 2013 - December 2014
Mt. Auburn Club 2003 - 2006
Healthworks Fitness Centers for Women 2003 - 2004
Investors Bank & Trust 2002 - 2004
Skills
Fitness, Pilates, Microsoft Excel, Wellness, Gyrotonic, Yoga, Personal Training, Gyrokinesis, Fitness Training, Strength Training, Holistic Health, Stretching, Wellness Coaching, Wellbeing
Education
Suffolk University 1990 — 1998
BSBA, MSF, Business, Finance
Desmond Patrice's Investors Bank & Trust Experience 1996 - 1997
Job Business/Systems Analyst Consultant
Industry Financial Services
Experience
Fidelity Capital Markets December 2011 - Present
Fidelity Investments March 2011 - August 2011
BNY Mellon- Private Wealth Management September 2006 - January 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Investors Bank & Trust 1996 - 1997
Skills
Analysis, Business Analysis, Business Strategy, Data Analysis, Financial Analysis, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Strategic Planning, Valuation, Vendor Management
Education
Suffolk University 1992 — 1996
BS/BA, Accounting
Northestern University
MBA
SMA
Fidelity Capital Markets December 2011 - Present
Fidelity Investments March 2011 - August 2011
BNY Mellon- Private Wealth Management September 2006 - January 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Investors Bank & Trust 1996 - 1997
Skills
Analysis, Business Analysis, Business Strategy, Data Analysis, Financial Analysis, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Strategic Planning, Valuation, Vendor Management
Education
Suffolk University 1992 — 1996
BS/BA, Accounting
Northestern University
MBA
SMA
Sean Hester's Investors Bank & Trust Experience February 2004 - June 2007
Job Authorized Officer, Client Service Specialist at Vontobel Asset Management
Industry Investment Management
Experience
Vontobel Asset Management April 2013 - Present
PineBridge Investments June 2007 - April 2013
Investors Bank & Trust February 2004 - June 2007
Skills
Fund Of Funds, Alternative Investments, Equities, PowerPoint, Mutual Funds, Fixed Income, Bloomberg, Hedge Funds, Finance, Investor Relations, Series 7, Private Equity, Asset Allocation, Asset Management, Portfolio Management, Investments, Financial Services, Asset Managment, Investment Management, Emerging Markets
Education
Stonehill College 1998 — 2002
BSBA, BA, Management, Spanish
Vontobel Asset Management April 2013 - Present
PineBridge Investments June 2007 - April 2013
Investors Bank & Trust February 2004 - June 2007
Skills
Fund Of Funds, Alternative Investments, Equities, PowerPoint, Mutual Funds, Fixed Income, Bloomberg, Hedge Funds, Finance, Investor Relations, Series 7, Private Equity, Asset Allocation, Asset Management, Portfolio Management, Investments, Financial Services, Asset Managment, Investment Management, Emerging Markets
Education
Stonehill College 1998 — 2002
BSBA, BA, Management, Spanish
Eugene Kimm's Investors Bank & Trust Experience June 2005 - June 2007
Job Finance Supervisor at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company January 2014 - Present
Pacific Gas and Electric Company June 2013 - Present
Pacific Gas & Electric February 2012 - June 2013
Pacific Gas and Electric Company June 2007 - February 2012
Investors Bank & Trust June 2005 - June 2007
Skills
Forecasting, Variance Analysis, Operating Budgets, Business Planning, Business Analysis, Cost Savings Strategies, Financial Modeling, Financial Reporting, Data Analysis
Education
University of California, Davis 1999 — 2002
Bachelor of Arts (B.A.), Political Science and Government
University of California, Davis 1999 — 2002
Bachelor of Arts (BA), Psychology
Pacific Gas and Electric Company January 2014 - Present
Pacific Gas and Electric Company June 2013 - Present
Pacific Gas & Electric February 2012 - June 2013
Pacific Gas and Electric Company June 2007 - February 2012
Investors Bank & Trust June 2005 - June 2007
Skills
Forecasting, Variance Analysis, Operating Budgets, Business Planning, Business Analysis, Cost Savings Strategies, Financial Modeling, Financial Reporting, Data Analysis
Education
University of California, Davis 1999 — 2002
Bachelor of Arts (B.A.), Political Science and Government
University of California, Davis 1999 — 2002
Bachelor of Arts (BA), Psychology
Peter Ackles's Investors Bank & Trust Experience October 1996 - October 2000
Job Director Investment Operations
Industry Financial Services
Experience
Columbia Management September 2014 - Present
Columbia Management November 2013 - September 2014
Brown Brothers Harriman February 2007 - July 2013
Brown Brothers Harriman November 2000 - February 2007
Investors Bank & Trust October 1996 - October 2000
Skills
Equities, Mutual Funds, Fixed Income, Securities, Financial Services, Hedge Funds, Financial Analysis, Derivatives, Internal Audit, External Audit, Fund Administration, Account Reconciliation, Data Security, Microsoft Excel, Global Custody, Fund Accounting
Education
The University of Connecticut School of Business 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Columbia Management September 2014 - Present
Columbia Management November 2013 - September 2014
Brown Brothers Harriman February 2007 - July 2013
Brown Brothers Harriman November 2000 - February 2007
Investors Bank & Trust October 1996 - October 2000
Skills
Equities, Mutual Funds, Fixed Income, Securities, Financial Services, Hedge Funds, Financial Analysis, Derivatives, Internal Audit, External Audit, Fund Administration, Account Reconciliation, Data Security, Microsoft Excel, Global Custody, Fund Accounting
Education
The University of Connecticut School of Business 1992 — 1996
Bachelor of Science (B.S.), Finance, General
William Garland's Investors Bank & Trust Experience June 2006 - July 2007
Job AVP at State Street Bank
Industry Financial Services
Experience
State Street January 2015 - Present
State Street Bank April 2011 - December 2014
State Street Bank July 2008 - April 2011
State Street Bank July 2007 - July 2008
Investors Bank & Trust June 2006 - July 2007
Skills
Fixed Income, Corporate Actions, Mutual Funds, Fund Accounting, Bloomberg
Education
Stonehill College 2002 — 2006
Bachelor of Arts (BA), Economics
State Street January 2015 - Present
State Street Bank April 2011 - December 2014
State Street Bank July 2008 - April 2011
State Street Bank July 2007 - July 2008
Investors Bank & Trust June 2006 - July 2007
Skills
Fixed Income, Corporate Actions, Mutual Funds, Fund Accounting, Bloomberg
Education
Stonehill College 2002 — 2006
Bachelor of Arts (BA), Economics
Robert Stalnaker's Investors Bank & Trust Experience July 1996 - March 1999
Job General Manager at CVS Pharmacy
Industry Pharmaceuticals
Experience
CVS Pharmacy June 2009 - February 2014
JPMorgan Chase February 2004 - May 2009
Roberts Mortgage LLC April 1999 - January 2004
Investors Bank & Trust July 1996 - March 1999
Skills
Loss Prevention, Inventory Management, Store Management, Retail, Merchandising, Planograms, Retail Sales, Driving Results, Store Operations, Sales Operations, Customer Service, Sales
Education
University of Alaska
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
The Ohio State University
Business Administration and Management, General
CVS Pharmacy June 2009 - February 2014
JPMorgan Chase February 2004 - May 2009
Roberts Mortgage LLC April 1999 - January 2004
Investors Bank & Trust July 1996 - March 1999
Skills
Loss Prevention, Inventory Management, Store Management, Retail, Merchandising, Planograms, Retail Sales, Driving Results, Store Operations, Sales Operations, Customer Service, Sales
Education
University of Alaska
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
The Ohio State University
Business Administration and Management, General
Anthony K. Brown, Sr.'s Investors Bank & Trust Experience July 2001 - April 2003
Job Insurance Agent at Aflac
Industry Accounting
Experience
Aflac December 2014 - Present
Consolidated Edison of NY January 2007 - February 2014
Volt Staffing Agency – Metlife Shareholder Services October 2005 - January 2007
Anthony K. Brown, Sr, October 2003 - October 2005
Geller and Wind, Ltd April 2003 - October 2003
Investors Bank & Trust July 2001 - April 2003
J.P. Morgan May 1997 - July 2001
JPMorgan Chase & Co. May 1997 - September 2000
Skills
Accounting, Customer Service, Microsoft Excel, Process Improvement, Access, Outlook, Licensed to Sell...
Education
The College of New Jersey
Accounting
Aflac December 2014 - Present
Consolidated Edison of NY January 2007 - February 2014
Volt Staffing Agency – Metlife Shareholder Services October 2005 - January 2007
Anthony K. Brown, Sr, October 2003 - October 2005
Geller and Wind, Ltd April 2003 - October 2003
Investors Bank & Trust July 2001 - April 2003
J.P. Morgan May 1997 - July 2001
JPMorgan Chase & Co. May 1997 - September 2000
Skills
Accounting, Customer Service, Microsoft Excel, Process Improvement, Access, Outlook, Licensed to Sell...
Education
The College of New Jersey
Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY