Investors Bank & Trust
Industry: Company
DescriptionInvestors Bank & Trust or IBT was a custodian bank, and the principal operating subsidiary of Investors Financial Services Corp., a holding company based in Boston, Massachusetts. Headquarters: Boston, Massachusetts, United States Founded: 1969, Boston, Massachusetts, United States Successor: State Street Corporation Number of employees: 3,250 Type of business: Publicly listed company (former, NASDAQ: IFIN)
Investors Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Investors Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Investors Bank & Trust Salaries. You can even request information on how much does Investors Bank & Trust pay if you want to. Learn about salaries, pros and cons of working for Investors Bank & Trust directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,403 Investors Bank & Trust employees in database. Find out everything there's to know about Investors Bank & Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Investors Bank & Trust Employees
Employee
Years
Job
Industry
Benjamin Dunlop Benjamin Dunlop's Investors Bank & Trust Experience May 2004 - June 2005
Job Manufacturer Representative at D and K Marketing
Industry Wholesale
Experience
Cypress Industries October 2014 - April 2015
Cypress Industries September 2012 - September 2014
JMC Imports July 2008 - August 2012
Fidelity Investments July 2005 - June 2008
Investors Bank & Trust May 2004 - June 2005
Skills
Sales, Customer Service, Account Management, Training, Marketing, Mutual Funds, Public Relations, Product Development, Project Management, B2B, Sales Management, Inventory Management, Salesforce.com, Facebook, Blogging, Business Development, Management
Education
University of Massachusetts, Amherst 2001 — 2004
BBA, Finance, cum laude
Cypress Industries October 2014 - April 2015
Cypress Industries September 2012 - September 2014
JMC Imports July 2008 - August 2012
Fidelity Investments July 2005 - June 2008
Investors Bank & Trust May 2004 - June 2005
Skills
Sales, Customer Service, Account Management, Training, Marketing, Mutual Funds, Public Relations, Product Development, Project Management, B2B, Sales Management, Inventory Management, Salesforce.com, Facebook, Blogging, Business Development, Management
Education
University of Massachusetts, Amherst 2001 — 2004
BBA, Finance, cum laude
Eric Montanari Eric Montanari's Investors Bank & Trust Experience June 1995 - June 1996
Job ETF/SMA Inside Specialist at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios May 2013 - Present
the Chicago Mercantile Exchange June 1996 - January 2013
Investors Bank & Trust June 1995 - June 1996
Skills
Trading, Electronic Trading, Risk Management, Marketing Strategy, Market Analysis, Options, Strategic Planning, Windows, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Budgets, Negotiation, Outlook, Futures Trading, Market Research, Proprietary Trading, Investments, Derivatives, Commodity, Hedging, Equities, Trading Systems, Options Strategies, Trading Strategies
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1995
Bachelor Degree of Science, Business Administration
First Trust Portfolios May 2013 - Present
the Chicago Mercantile Exchange June 1996 - January 2013
Investors Bank & Trust June 1995 - June 1996
Skills
Trading, Electronic Trading, Risk Management, Marketing Strategy, Market Analysis, Options, Strategic Planning, Windows, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Budgets, Negotiation, Outlook, Futures Trading, Market Research, Proprietary Trading, Investments, Derivatives, Commodity, Hedging, Equities, Trading Systems, Options Strategies, Trading Strategies
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1995
Bachelor Degree of Science, Business Administration
Patrick Koudelka Patrick Koudelka's Investors Bank & Trust Experience May 2007 - July 2007
Job Bank Loans Specialist Senior Associate at State Street
Industry Financial Services
Experience
State Street August 2013 - Present
State Street April 2011 - August 2013
State Street July 2007 - August 2007
Investors Bank & Trust May 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Reconciliations, Work from Home, Time Management, Priority Management, Customer Service, Responsibility, Hardworker, Teamwork, Morale, Training New Employees, Transfer Agency, Money Transfer, Account Reconciliation, Securities
Education
The University of Connecticut 2007 — 2010
Bachelor's, Psychology
Saint John's University 2006 — 2007
Xaverian Brother's High School 2002 — 2006
State Street August 2013 - Present
State Street April 2011 - August 2013
State Street July 2007 - August 2007
Investors Bank & Trust May 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Reconciliations, Work from Home, Time Management, Priority Management, Customer Service, Responsibility, Hardworker, Teamwork, Morale, Training New Employees, Transfer Agency, Money Transfer, Account Reconciliation, Securities
Education
The University of Connecticut 2007 — 2010
Bachelor's, Psychology
Saint John's University 2006 — 2007
Xaverian Brother's High School 2002 — 2006
Jonathan Gavin Jonathan Gavin's Investors Bank & Trust Experience May 2005 - March 2008
Job Vice President at State Street Bank
Industry Financial Services
Experience
State Street October 2013 - Present
State Street January 2010 - October 2013
State Street March 2008 - January 2010
Investors Bank & Trust May 2005 - March 2008
Skills
Fund Accounting, ETFs, Mutual Funds, Microsoft Excel, Visual Basic, Management, Equities, Process Improvement, Financial Services, Risk Management, Bloomberg
Education
The University of Connecticut 2002 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Tolland High School 1998 — 2002
State Street October 2013 - Present
State Street January 2010 - October 2013
State Street March 2008 - January 2010
Investors Bank & Trust May 2005 - March 2008
Skills
Fund Accounting, ETFs, Mutual Funds, Microsoft Excel, Visual Basic, Management, Equities, Process Improvement, Financial Services, Risk Management, Bloomberg
Education
The University of Connecticut 2002 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Tolland High School 1998 — 2002
David Quist David Quist's Investors Bank & Trust Experience February 2000 - July 2004
Job Senior Technical Services Professional at IBM
Industry Information Technology and Services
Experience
IBM August 2004 - Present
Investors Bank & Trust February 2000 - July 2004
Wilton Public Schools June 1995 - January 2000
Olin Corporation June 1998 - August 1999
The Massachusetts Daily Collegian January 1996 - December 1997
Skills
IBM Servers, IBM BladeCenter, IBM System x Servers, IBM DS Storage, vCenter Server, vSphere, VMware vSphere 5, Windows Server, HP Proliant, HP Systems Insight..., P2V, Microsoft Cluster, IBM Systems Director, Microsoft SQL Server, Microsoft Exchange, HTML, VBScript, ColdFusion, Veritas Storage..., Veritas Cluster Server, Brocade Fibre Switches, IT Solutions, IT Service Management, BladeCenter, Storage, HP, Storage Area Networks, VMware vSphere, Servers, Technical Support, SAN, Disaster Recovery, Data Center
Education
University of Massachusetts, Amherst 1995 — 1997
Computer Information Systems
IBM August 2004 - Present
Investors Bank & Trust February 2000 - July 2004
Wilton Public Schools June 1995 - January 2000
Olin Corporation June 1998 - August 1999
The Massachusetts Daily Collegian January 1996 - December 1997
Skills
IBM Servers, IBM BladeCenter, IBM System x Servers, IBM DS Storage, vCenter Server, vSphere, VMware vSphere 5, Windows Server, HP Proliant, HP Systems Insight..., P2V, Microsoft Cluster, IBM Systems Director, Microsoft SQL Server, Microsoft Exchange, HTML, VBScript, ColdFusion, Veritas Storage..., Veritas Cluster Server, Brocade Fibre Switches, IT Solutions, IT Service Management, BladeCenter, Storage, HP, Storage Area Networks, VMware vSphere, Servers, Technical Support, SAN, Disaster Recovery, Data Center
Education
University of Massachusetts, Amherst 1995 — 1997
Computer Information Systems
Edmund J. Lerner Edmund J. Lerner's Investors Bank & Trust Experience 2003 - 2007
Job Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
Transamerica Asset Management, Inc. July 2007 - April 2013
Investors Bank & Trust 2003 - 2007
Skills
Mutual Funds, Financial Reporting, Financial Services, SEC filings, Fund Accounting, Financial Statements, Equities, Sarbanes-Oxley Act, Asset Management, Finance, US GAAP, Bloomberg, Confluence, Fund Administration, ETFs, Securities, Fixed Income, Derivatives, Regulatory Submissions
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Science (BS), Economics
North Attleboro High School 1996 — 1999
BNY Mellon May 2013 - Present
Transamerica Asset Management, Inc. July 2007 - April 2013
Investors Bank & Trust 2003 - 2007
Skills
Mutual Funds, Financial Reporting, Financial Services, SEC filings, Fund Accounting, Financial Statements, Equities, Sarbanes-Oxley Act, Asset Management, Finance, US GAAP, Bloomberg, Confluence, Fund Administration, ETFs, Securities, Fixed Income, Derivatives, Regulatory Submissions
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Science (BS), Economics
North Attleboro High School 1996 — 1999
Richard Gay's Investors Bank & Trust Experience 2005 - 2007
Job Chief Financial Officer at Bank of Easton
Industry Financial Services
Experience
Bank of Easton August 2013 - Present
Brookline Bank March 2013 - July 2013
Federal Home Loan Bank of Boston 2008 - 2012
State Street August 2007 - 2008
Investors Bank & Trust 2005 - 2007
Wellington Management 1996 - 2004
Tulip Polymerics Inc. 1992 - 1996
United Parcel Service 1985 - 1989
Skills
Accounting, Budgeting, Account Reconciliation, Financial Reporting, Staff Development, Staff Management, General Ledger, Payroll, Accounts Payable, Regulatory Reporting, Month End Close, Internal Reporting, Fixed Assets, Financial Statements, Consolidated Financial..., Year-end Close, Journal Entries, GAAP, Accruals, Consolidation, Financial Analysis, US GAAP, Internal Controls, Performance Reviews, Call Reporting, Variance Analysis, Sarbanes-Oxley, Budgets, Analysis, Compliance, Forecasting, interna;, Internal Financial..., Accounting Policies and..., Fund Accounting, Sarbanes-Oxley Act, Cash Management, Auditing, Corporate Finance
Education
University of Massachusetts Boston 2008 — 2012
Master of Business Administration (MBA)
University of Massachusetts Boston 1984 — 1989
BS
Bank of Easton August 2013 - Present
Brookline Bank March 2013 - July 2013
Federal Home Loan Bank of Boston 2008 - 2012
State Street August 2007 - 2008
Investors Bank & Trust 2005 - 2007
Wellington Management 1996 - 2004
Tulip Polymerics Inc. 1992 - 1996
United Parcel Service 1985 - 1989
Skills
Accounting, Budgeting, Account Reconciliation, Financial Reporting, Staff Development, Staff Management, General Ledger, Payroll, Accounts Payable, Regulatory Reporting, Month End Close, Internal Reporting, Fixed Assets, Financial Statements, Consolidated Financial..., Year-end Close, Journal Entries, GAAP, Accruals, Consolidation, Financial Analysis, US GAAP, Internal Controls, Performance Reviews, Call Reporting, Variance Analysis, Sarbanes-Oxley, Budgets, Analysis, Compliance, Forecasting, interna;, Internal Financial..., Accounting Policies and..., Fund Accounting, Sarbanes-Oxley Act, Cash Management, Auditing, Corporate Finance
Education
University of Massachusetts Boston 2008 — 2012
Master of Business Administration (MBA)
University of Massachusetts Boston 1984 — 1989
BS
Shouxian Zhou's Investors Bank & Trust Experience November 2006 - July 2007
Job Senior Tax Analyst at State Street Corporation
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust November 2006 - July 2007
Johnnie's Foodmaster Inc. May 2005 - November 2006
Skills
Fund Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Tax, Financial Accounting, General Ledger, Bloomberg, Financial Statements, Tax Research, Tax Accounting, International Tax, Auditing, Internal Controls, Accounts Payable, Internal Audit, Finance
Education
University of Massachusetts Boston 1999 — 2004
Bachelor of Science (BS), Accounting and Finance
State Street July 2007 - Present
Investors Bank & Trust November 2006 - July 2007
Johnnie's Foodmaster Inc. May 2005 - November 2006
Skills
Fund Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Tax, Financial Accounting, General Ledger, Bloomberg, Financial Statements, Tax Research, Tax Accounting, International Tax, Auditing, Internal Controls, Accounts Payable, Internal Audit, Finance
Education
University of Massachusetts Boston 1999 — 2004
Bachelor of Science (BS), Accounting and Finance
John K. Walsh III John K. Walsh III's Investors Bank & Trust Experience August 2003 - January 2006
Job Assistant Vice President USIS Client Operations
Industry Financial Services
Experience
State Street July 2015 - Present
State Street January 2015 - July 2015
State Street January 2013 - January 2015
NFP Thorbahn September 2011 - January 2013
State Street January 2006 - August 2011
Investors Bank & Trust August 2003 - January 2006
Skills
Accounting, Analysis, Auditing, Financial Reporting, Financial Statements, Management, GAAP, Software Documentation, Bloomberg, Investments
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
State Street July 2015 - Present
State Street January 2015 - July 2015
State Street January 2013 - January 2015
NFP Thorbahn September 2011 - January 2013
State Street January 2006 - August 2011
Investors Bank & Trust August 2003 - January 2006
Skills
Accounting, Analysis, Auditing, Financial Reporting, Financial Statements, Management, GAAP, Software Documentation, Bloomberg, Investments
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Catherine (Cathy) Squillacioti Catherine (Cathy) Squillacioti's Investors Bank & Trust Experience July 2002 - June 2004
Job Vice President, Finance at Boston Private
Industry Banking
Experience
New England College of Business and Finance April 2011 - Present
Boston Private Bank June 2004 - Present
Investors Bank & Trust July 2002 - June 2004
Sovereign Bank July 2001 - June 2002
Sovereign Bank June 2000 - January 2001
BankBoston May 1984 - June 2000
Skills
Expense Management, Banking, Risk Management, Financial Analysis, Cash Management, Portfolio Management, Finance, Operational Risk..., Financial Risk, AML, Fraud, Forensic Accounting, Balance Sheet Review, Regulatory Policy, Regulatory Agencies, Regulatory Requirements, Regulatory Guidelines, Fixed Income, Account Reconciliation, Process Improvement, Retail Banking, Consumer Lending, Leadership, Internal Controls, Mergers & Acquisitions
Education
New England College of Business and Finance 2009 — 2011
Masters, Business Ethics and Compliance - Forensic Accounting Concentration
University of Massachusetts Boston 1987 — 1993
Bachelor's of Science, Finance
New England College of Business and Finance April 2011 - Present
Boston Private Bank June 2004 - Present
Investors Bank & Trust July 2002 - June 2004
Sovereign Bank July 2001 - June 2002
Sovereign Bank June 2000 - January 2001
BankBoston May 1984 - June 2000
Skills
Expense Management, Banking, Risk Management, Financial Analysis, Cash Management, Portfolio Management, Finance, Operational Risk..., Financial Risk, AML, Fraud, Forensic Accounting, Balance Sheet Review, Regulatory Policy, Regulatory Agencies, Regulatory Requirements, Regulatory Guidelines, Fixed Income, Account Reconciliation, Process Improvement, Retail Banking, Consumer Lending, Leadership, Internal Controls, Mergers & Acquisitions
Education
New England College of Business and Finance 2009 — 2011
Masters, Business Ethics and Compliance - Forensic Accounting Concentration
University of Massachusetts Boston 1987 — 1993
Bachelor's of Science, Finance
Scott Kent Scott Kent's Investors Bank & Trust Experience March 2005 - April 2007
Job Regional Investment Consultant RIA Advisory Group at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2012 - Present
Putnam Investments December 2007 - August 2012
Northwestern Mutual Life January 2007 - December 2007
State Street April 2007 - June 2007
Investors Bank & Trust March 2005 - April 2007
Skills
Mutual Funds, Series 7, Series 6, FINRA, Series 63, Separately Managed..., Investments, Fixed Income, Securities, Alternative Investments, Asset Allocation, Wealth Management, 401k, Equities
Education
University of Maine 2001 — 2005
bachelor of science in business administration, Business Administration & International Business
Kent State University 2005 — 2005
bachelor of science in business administration, Minor in International Business
Duxbury High School 1997 — 2001
Putnam Investments August 2012 - Present
Putnam Investments December 2007 - August 2012
Northwestern Mutual Life January 2007 - December 2007
State Street April 2007 - June 2007
Investors Bank & Trust March 2005 - April 2007
Skills
Mutual Funds, Series 7, Series 6, FINRA, Series 63, Separately Managed..., Investments, Fixed Income, Securities, Alternative Investments, Asset Allocation, Wealth Management, 401k, Equities
Education
University of Maine 2001 — 2005
bachelor of science in business administration, Business Administration & International Business
Kent State University 2005 — 2005
bachelor of science in business administration, Minor in International Business
Duxbury High School 1997 — 2001
Courtney Baker Courtney Baker's Investors Bank & Trust Experience August 2005 - May 2006
Job Account Executive, Healthcare Life Sciences at Salesforce
Industry Hospital & Health Care
Experience
Salesforce May 2015 - Present
The Advisory Board Company May 2006 - May 2015
Investors Bank & Trust August 2005 - May 2006
Bloomberg June 2004 - February 2005
Skills
Healthcare Consulting, Healthcare Information..., Software Implementation, Data Analysis, Healthcare, Hospitals, Healthcare Industry, Healthcare Management, Revenue Cycle, Public Health, EMR, Quality Improvement, Informatics, EHR, Physician Relations
Education
University of Connecticut 2001 — 2005
Bachelor of Science, Nutritional Science
Salesforce May 2015 - Present
The Advisory Board Company May 2006 - May 2015
Investors Bank & Trust August 2005 - May 2006
Bloomberg June 2004 - February 2005
Skills
Healthcare Consulting, Healthcare Information..., Software Implementation, Data Analysis, Healthcare, Hospitals, Healthcare Industry, Healthcare Management, Revenue Cycle, Public Health, EMR, Quality Improvement, Informatics, EHR, Physician Relations
Education
University of Connecticut 2001 — 2005
Bachelor of Science, Nutritional Science
Steve Bisciotti Steve Bisciotti's Investors Bank & Trust Experience 1992 - 1998
Job Senior Vice President Sales at RIMES Technologies
Industry Financial Services
Experience
RIMES Technologies - Boston Office 2011 - Present
SunGard Financial Systems July 2010 - December 2011
Eagle Investment Systems April 2004 - July 2010
SunGard 1998 - 2004
Investors Bank & Trust 1992 - 1998
Skills
Asset Managment, Portfolio Management, Mutual Funds, Equities, Fixed Income, Investments, SaaS, Alternative Investments, Financial Services, Salesforce.com, Business Development, Asset Management, Competitive Analysis, CRM, Sales Process, Relationship Management, Sales, Financial Markets
Education
University of Hartford 1988 — 1992
BS, Economics and Finance
Cushing Academy 1987 — 1988
Post Grad
Dover Sherborn HS 1983 — 1987
RIMES Technologies - Boston Office 2011 - Present
SunGard Financial Systems July 2010 - December 2011
Eagle Investment Systems April 2004 - July 2010
SunGard 1998 - 2004
Investors Bank & Trust 1992 - 1998
Skills
Asset Managment, Portfolio Management, Mutual Funds, Equities, Fixed Income, Investments, SaaS, Alternative Investments, Financial Services, Salesforce.com, Business Development, Asset Management, Competitive Analysis, CRM, Sales Process, Relationship Management, Sales, Financial Markets
Education
University of Hartford 1988 — 1992
BS, Economics and Finance
Cushing Academy 1987 — 1988
Post Grad
Dover Sherborn HS 1983 — 1987
Amy Levitt Amy Levitt's Investors Bank & Trust Experience April 2001 - May 2002
Job Senior Project Manager, PMP at Access Data (a Broadridge Company)
Industry Information Technology and Services
Experience
Access Data (a Broadridge Company) September 2013 - Present
Confluence Technologies November 2008 - September 2013
J.P. Morgan June 2008 - November 2008
Massachusetts Financial Services October 2006 - June 2008
MFS Investment Management June 2002 - October 2006
Investors Bank & Trust April 2001 - May 2002
National Investors Services Corp. October 2000 - March 2001
Skills
Mutual Funds, Business Analysis, Software Project..., Business Intelligence, Consulting, Business Process..., Process Improvement, Requirements Analysis, Requirements Gathering, Software Documentation, Management, Project Management
Education
University of Hartford 1996 — 2000
BS, Health Science and Business Management
Access Data (a Broadridge Company) September 2013 - Present
Confluence Technologies November 2008 - September 2013
J.P. Morgan June 2008 - November 2008
Massachusetts Financial Services October 2006 - June 2008
MFS Investment Management June 2002 - October 2006
Investors Bank & Trust April 2001 - May 2002
National Investors Services Corp. October 2000 - March 2001
Skills
Mutual Funds, Business Analysis, Software Project..., Business Intelligence, Consulting, Business Process..., Process Improvement, Requirements Analysis, Requirements Gathering, Software Documentation, Management, Project Management
Education
University of Hartford 1996 — 2000
BS, Health Science and Business Management
Greg Chmielewski Greg Chmielewski's Investors Bank & Trust Experience May 2006 - July 2007
Job Financial Services Professional
Industry Financial Services
Experience
State Street 2007 - 2014
Investors Bank & Trust May 2006 - July 2007
Investors Bank & Trust April 2004 - May 2006
Investors Bank & Trust March 2002 - April 2004
Investors Bank & Trust January 2000 - March 2002
Skills
Compliance, Mutual Funds, ETFs, Analysis, Financial Services, Close Attention to..., Process Improvement, Fund Administration, Fund Accounting, Microsoft Excel, Securities, Equities, Fixed Income, Regulatory Filings, Investments, Financial Reporting, Data Analysis, Bloomberg
Education
University of Massachusetts Lowell
Bachelor's Degree, Business Administration Accounting
State Street 2007 - 2014
Investors Bank & Trust May 2006 - July 2007
Investors Bank & Trust April 2004 - May 2006
Investors Bank & Trust March 2002 - April 2004
Investors Bank & Trust January 2000 - March 2002
Skills
Compliance, Mutual Funds, ETFs, Analysis, Financial Services, Close Attention to..., Process Improvement, Fund Administration, Fund Accounting, Microsoft Excel, Securities, Equities, Fixed Income, Regulatory Filings, Investments, Financial Reporting, Data Analysis, Bloomberg
Education
University of Massachusetts Lowell
Bachelor's Degree, Business Administration Accounting
Andy Vuong Andy Vuong's Investors Bank & Trust Experience June 2001 - January 2005
Job Compliance Fund Admin II
Industry Financial Services
Experience
Boston Financial Data Services July 2014 - Present
BNY Mellon November 2013 - July 2014
Columbia Management January 2005 - September 2013
Investors Bank & Trust June 2001 - January 2005
State Street Bank February 1999 - December 2000
Skills
Trading, Financial Reporting, Investments, Portfolio Management, Account Reconciliation, Blue Sky, Finance, Fund Accounting, Tax, SEC filings
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Boston Financial Data Services July 2014 - Present
BNY Mellon November 2013 - July 2014
Columbia Management January 2005 - September 2013
Investors Bank & Trust June 2001 - January 2005
State Street Bank February 1999 - December 2000
Skills
Trading, Financial Reporting, Investments, Portfolio Management, Account Reconciliation, Blue Sky, Finance, Fund Accounting, Tax, SEC filings
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Daniel Shea Daniel Shea's Investors Bank & Trust Experience 1996 - 2007
Job Senior Consultant at Robert Half Management Resources
Industry Financial Services
Experience
Robert Half Management Resources October 2014 - May 2015
State Street Bank 2007 - 2013
Investors Bank & Trust 1996 - 2007
Signature Financial Group 1993 - 1996
Putnam Investments 1985 - 1993
Skills
Fund Administration, Treasury Services, Financial Reporting, Fund Accounting, Mutual Funds, Hedge Funds, Financial Services, Alternative Investments, Due Diligence, Business Development..., Investment Compliance, SOX Compliance, Project Management, Sarbanes-Oxley Act, Internal Controls, Fixed Income, Equities, Asset Management, Investments, Securities, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Robert Half Management Resources October 2014 - May 2015
State Street Bank 2007 - 2013
Investors Bank & Trust 1996 - 2007
Signature Financial Group 1993 - 1996
Putnam Investments 1985 - 1993
Skills
Fund Administration, Treasury Services, Financial Reporting, Fund Accounting, Mutual Funds, Hedge Funds, Financial Services, Alternative Investments, Due Diligence, Business Development..., Investment Compliance, SOX Compliance, Project Management, Sarbanes-Oxley Act, Internal Controls, Fixed Income, Equities, Asset Management, Investments, Securities, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Christopher Sangeleer Christopher Sangeleer's Investors Bank & Trust Experience 2006 - 2007
Job Financial Operations Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
State Street Bank October 2012 - June 2014
State Street Bank July 2007 - October 2012
Investors Bank & Trust 2006 - 2007
Skills
Compliance, Group Management, Fund Accounting, Accounting, Bloomberg, Microsoft Office, NAV, Data Analysis, Account Reconciliation, Oversight, Multi Tasking, Mutual Funds, Derivatives, Swaps, Process Improvement, Analysis, Bloomberg Terminal, Microsoft Excel
Education
University of Massachusetts, Amherst 2000 — 2005
BA, Economics
Natick High School
Sun Life Financial June 2014 - Present
State Street Bank October 2012 - June 2014
State Street Bank July 2007 - October 2012
Investors Bank & Trust 2006 - 2007
Skills
Compliance, Group Management, Fund Accounting, Accounting, Bloomberg, Microsoft Office, NAV, Data Analysis, Account Reconciliation, Oversight, Multi Tasking, Mutual Funds, Derivatives, Swaps, Process Improvement, Analysis, Bloomberg Terminal, Microsoft Excel
Education
University of Massachusetts, Amherst 2000 — 2005
BA, Economics
Natick High School
Tony Rich Tony Rich's Investors Bank & Trust Experience May 1999 - June 2000
Job AVP at Northern Bank & Trust in Woburn
Industry Banking
Experience
Northern Bank & Trust March 2015 - Present
Commerce Bank/Mercantile Bank & Trust Company July 2003 - March 2015
Sovereign Bank March 2001 - July 2003
Investors Bank & Trust May 1999 - June 2000
Skills
Customer Relations, Problem Solving, Team Management, Non-profits, Risk Management, Customer Service, Retail Banking, Banking, Sales, Retail, Credit, Nonprofits, Leadership, Portfolio Management, Commercial Lending, Consumer Lending, Commercial Banking, Mortgage Lending, Finance, Management, Financial Services
Education
University of Massachusetts Boston 1990 — 1994
BA, Geography/Economics
Northern Bank & Trust March 2015 - Present
Commerce Bank/Mercantile Bank & Trust Company July 2003 - March 2015
Sovereign Bank March 2001 - July 2003
Investors Bank & Trust May 1999 - June 2000
Skills
Customer Relations, Problem Solving, Team Management, Non-profits, Risk Management, Customer Service, Retail Banking, Banking, Sales, Retail, Credit, Nonprofits, Leadership, Portfolio Management, Commercial Lending, Consumer Lending, Commercial Banking, Mortgage Lending, Finance, Management, Financial Services
Education
University of Massachusetts Boston 1990 — 1994
BA, Geography/Economics
Daniel Plourde Daniel Plourde's Investors Bank & Trust Experience August 2003 - March 2007
Job Principal/AVP Treasurers Office at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors May 2015 - Present
State Street Bank August 2012 - May 2015
JP Morgan Chase December 2010 - August 2012
State Street Corporation March 2009 - December 2010
State Street Corporation - Ireland March 2007 - March 2009
Investors Bank & Trust August 2003 - March 2007
Skills
Financial Reporting, Financial Services, Mutual Funds, Accounting, Finance, Microsoft Excel, Account Reconciliation
Education
University of Massachusetts Boston 2013 — 2016
MSA/MBA, Accounting and Business/Management
Eastern Connecticut State University Class of 2003 2002 — 2003
Bachelor of Science, Accounting
Cheshire High School 1995 — 1999
State Street Global Advisors May 2015 - Present
State Street Bank August 2012 - May 2015
JP Morgan Chase December 2010 - August 2012
State Street Corporation March 2009 - December 2010
State Street Corporation - Ireland March 2007 - March 2009
Investors Bank & Trust August 2003 - March 2007
Skills
Financial Reporting, Financial Services, Mutual Funds, Accounting, Finance, Microsoft Excel, Account Reconciliation
Education
University of Massachusetts Boston 2013 — 2016
MSA/MBA, Accounting and Business/Management
Eastern Connecticut State University Class of 2003 2002 — 2003
Bachelor of Science, Accounting
Cheshire High School 1995 — 1999
Stephen Morad Stephen Morad's Investors Bank & Trust Experience August 1992 - June 2005
Job Owner, Mr Handyman Of South Essex County
Industry Construction
Experience
Mr Handyman Of South Essex County June 2005 - Present
Investors Bank & Trust August 1992 - June 2005
Education
University of Massachusetts Lowell 1987 — 1992
BS, Finance
Mr Handyman Of South Essex County June 2005 - Present
Investors Bank & Trust August 1992 - June 2005
Education
University of Massachusetts Lowell 1987 — 1992
BS, Finance
Courtney Peraza Courtney Peraza's Investors Bank & Trust Experience 2001 - 2002
Job Staff Accountant at UniFirst Corporation
Industry Financial Services
Experience
Group 1 Automotive May 2012 - December 2012
Randstad Professionals US August 2011 - May 2012
NGP Management, LLC February 2008 - August 2011
Enterprise Bank & Trust October 2002 - February 2008
Investors Bank & Trust 2001 - 2002
Skills
Accounting, Financial Analysis, Auditing, Banking, Credit, Fund Accounting, Internal Controls, General Ledger, Account Reconciliation, Credit Analysis, Microsoft Word, Microsoft Office, Microsoft Excel, Internal Audit, Windows, Cash Management, Financial Accounting, Loans, Financial Statements, Sarbanes-Oxley Act, US GAAP, Variance Analysis, GAAP, Sarbanes-Oxley, Commercial Banking, Financial Audits, Journal Entries, Payroll
Education
University of Massachusetts Lowell 1998 — 2001
Bachelor's degree, Accounting and Finance
University of Massachusetts at Lowell 1998 — 2001
Bachelor of Science, Business Administration/Accounting
Group 1 Automotive May 2012 - December 2012
Randstad Professionals US August 2011 - May 2012
NGP Management, LLC February 2008 - August 2011
Enterprise Bank & Trust October 2002 - February 2008
Investors Bank & Trust 2001 - 2002
Skills
Accounting, Financial Analysis, Auditing, Banking, Credit, Fund Accounting, Internal Controls, General Ledger, Account Reconciliation, Credit Analysis, Microsoft Word, Microsoft Office, Microsoft Excel, Internal Audit, Windows, Cash Management, Financial Accounting, Loans, Financial Statements, Sarbanes-Oxley Act, US GAAP, Variance Analysis, GAAP, Sarbanes-Oxley, Commercial Banking, Financial Audits, Journal Entries, Payroll
Education
University of Massachusetts Lowell 1998 — 2001
Bachelor's degree, Accounting and Finance
University of Massachusetts at Lowell 1998 — 2001
Bachelor of Science, Business Administration/Accounting
Bartas Samaitis Bartas Samaitis's Investors Bank & Trust Experience December 2005 - July 2007
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
State Street Corp. 2007 - 2013
Investors Bank & Trust December 2005 - July 2007
Skills
Mutual Funds, Fixed Income, Equities, Derivatives, Corporate Actions, Financial Reporting, Securities, SEC Yields, Management, Training, Staff Development, Portfolio Valuations, Portfolio Management, Accounting, Financial Services
Education
University of Maine at Fort Kent 2002 — 2005
Business Administration and Management, General
Vincennes University 2000 — 2001
Business Administration and Management, General
J.P. Morgan August 2013 - Present
State Street Corp. 2007 - 2013
Investors Bank & Trust December 2005 - July 2007
Skills
Mutual Funds, Fixed Income, Equities, Derivatives, Corporate Actions, Financial Reporting, Securities, SEC Yields, Management, Training, Staff Development, Portfolio Valuations, Portfolio Management, Accounting, Financial Services
Education
University of Maine at Fort Kent 2002 — 2005
Business Administration and Management, General
Vincennes University 2000 — 2001
Business Administration and Management, General
Matthew C. Hammer, CRPC ® Matthew C. Hammer, CRPC ®'s Investors Bank & Trust Experience 2005 - 2006
Job Sales Director at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services September 2012 - Present
John Hancock Financial Services September 2010 - September 2012
John Hancock Financial Services September 2008 - September 2010
John Hancock Financial Services 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Investments, Mutual Funds, Sales Operations, Sales, Series 6, Leadership, Management, Marketing, Sales Process, Business Planning, Sales Management, Product Management, Training, Financial Services, Selling
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Business Administration (BBA), Management
John Hancock Financial Services September 2012 - Present
John Hancock Financial Services September 2010 - September 2012
John Hancock Financial Services September 2008 - September 2010
John Hancock Financial Services 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Investments, Mutual Funds, Sales Operations, Sales, Series 6, Leadership, Management, Marketing, Sales Process, Business Planning, Sales Management, Product Management, Training, Financial Services, Selling
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Business Administration (BBA), Management
Kelly L. Roberts, CPA Kelly L. Roberts, CPA's Investors Bank & Trust Experience 1995 - 1999
Job CFO Consulting, StartUps, Emerging Growth
Industry Venture Capital & Private Equity
Experience
Aurora Consulting LLC 2011 - Present
Women in Alternative Assets 2011 - Present
Private Equity CFO Association 2009 - Present
Treasurers' Club of Boston July 2008 - Present
Brooke Private Equity Associates December 2008 - January 2011
Heritage Partners 2005 - 2008
Advanced Technology Ventures 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Investors Bank & Trust 1995 - 1999
Price Waterhouse - Kansas City 1989 - 1995
Skills
Private Equity, Venture Capital, Investments, Financial Analysis, Risk Management, Forecasting, Leadership, Start-ups, Contract Negotiation, Finance, Due Diligence, Budgets, Investor Relations, Strategy, Mergers & Acquisitions, Accounting, Management, Tax, Process Analysis and..., Financial Modeling, Portfolio Management, Hedge Funds, Executive Management, Emerging Markets, Nonprofits, Analysis, Valuation, Entrepreneurship, Financial Services, Cash Management, Corporate Development, Corporate Finance, Acquisition Integration, Alternative Investments, Restructuring, Mutual Funds, Treasury, Cash..., Contract Negotiations
Education
University of Nebraska at Omaha 1985 — 1989
BSBA, Accounting
Aurora Consulting LLC 2011 - Present
Women in Alternative Assets 2011 - Present
Private Equity CFO Association 2009 - Present
Treasurers' Club of Boston July 2008 - Present
Brooke Private Equity Associates December 2008 - January 2011
Heritage Partners 2005 - 2008
Advanced Technology Ventures 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Investors Bank & Trust 1995 - 1999
Price Waterhouse - Kansas City 1989 - 1995
Skills
Private Equity, Venture Capital, Investments, Financial Analysis, Risk Management, Forecasting, Leadership, Start-ups, Contract Negotiation, Finance, Due Diligence, Budgets, Investor Relations, Strategy, Mergers & Acquisitions, Accounting, Management, Tax, Process Analysis and..., Financial Modeling, Portfolio Management, Hedge Funds, Executive Management, Emerging Markets, Nonprofits, Analysis, Valuation, Entrepreneurship, Financial Services, Cash Management, Corporate Development, Corporate Finance, Acquisition Integration, Alternative Investments, Restructuring, Mutual Funds, Treasury, Cash..., Contract Negotiations
Education
University of Nebraska at Omaha 1985 — 1989
BSBA, Accounting
Evan Kesner Evan Kesner's Investors Bank & Trust Experience 2000 - 2004
Job Tenant Relations Manager Property Management at McWhinney
Industry Real Estate
Experience
McWhinney August 2011 - Present
Kelmore Development January 2007 - August 2011
Elite Real Estate Company February 2005 - December 2006
The Beantown Companies May 2004 - October 2006
Investors Bank & Trust 2000 - 2004
MTV Networks May 1999 - August 1999
Showcase Communications January 1999 - May 1999
Skills
Real Estate, Real Estate Development, Property Management, Leases, Contract Negotiation, Disposition, Real Estate Transactions, Small Business, Brokerage, Construction, Selling, Tenant, Sellers, Location Intelligence, Property, Lease Negotiations, Real Estate Economics, Investment Properties, Entitlements
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2000
McWhinney August 2011 - Present
Kelmore Development January 2007 - August 2011
Elite Real Estate Company February 2005 - December 2006
The Beantown Companies May 2004 - October 2006
Investors Bank & Trust 2000 - 2004
MTV Networks May 1999 - August 1999
Showcase Communications January 1999 - May 1999
Skills
Real Estate, Real Estate Development, Property Management, Leases, Contract Negotiation, Disposition, Real Estate Transactions, Small Business, Brokerage, Construction, Selling, Tenant, Sellers, Location Intelligence, Property, Lease Negotiations, Real Estate Economics, Investment Properties, Entitlements
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Tim Callaghan Tim Callaghan's Investors Bank & Trust Experience June 1992 - March 1999
Job VP of Technology at CrunchTime!
Industry Computer Software
Experience
CrunchTime! January 2015 - Present
Tokutek March 2012 - January 2015
Callaghan Consulting September 2008 - November 2012
Tokutek August 2011 - March 2012
VoltDB September 2009 - August 2011
Intelligent Integration Systems, Inc. September 2008 - January 2009
CrunchTime! Information Systems March 1999 - July 2008
Investors Bank & Trust June 1992 - March 1999
Skills
Database Administration, Database Design, Database Development, Java, Infrastructure, SQL, Oracle, PL/SQL, Software Project..., Technical Management, Technical Leadership, MySQL, Linux, Databases, Software Development, JavaScript, SaaS, REST, Scrum, Scalability, Shell Scripting, Subversion, Product Management, Apache, PHP, AJAX, System Architecture, Open Source, Web Applications, Agile Methodologies, Cloud Computing, Software Design, Data Warehousing, Testing, Quality Assurance, Python, Architecture, Technology Management, Distributed Systems, PostgreSQL, Object Oriented Design, XML, Enterprise Software, Unix, Performance Tuning, Enterprise Architecture, Software Engineering, OOP, High Availability, Integration
Education
UMass Lowell 1989 — 1992
Bachelor's degree, Computer Science
CrunchTime! January 2015 - Present
Tokutek March 2012 - January 2015
Callaghan Consulting September 2008 - November 2012
Tokutek August 2011 - March 2012
VoltDB September 2009 - August 2011
Intelligent Integration Systems, Inc. September 2008 - January 2009
CrunchTime! Information Systems March 1999 - July 2008
Investors Bank & Trust June 1992 - March 1999
Skills
Database Administration, Database Design, Database Development, Java, Infrastructure, SQL, Oracle, PL/SQL, Software Project..., Technical Management, Technical Leadership, MySQL, Linux, Databases, Software Development, JavaScript, SaaS, REST, Scrum, Scalability, Shell Scripting, Subversion, Product Management, Apache, PHP, AJAX, System Architecture, Open Source, Web Applications, Agile Methodologies, Cloud Computing, Software Design, Data Warehousing, Testing, Quality Assurance, Python, Architecture, Technology Management, Distributed Systems, PostgreSQL, Object Oriented Design, XML, Enterprise Software, Unix, Performance Tuning, Enterprise Architecture, Software Engineering, OOP, High Availability, Integration
Education
UMass Lowell 1989 — 1992
Bachelor's degree, Computer Science
Peter L. Berg Peter L. Berg's Investors Bank & Trust Experience April 1994 - June 2000
Job Pershing Advisor Solutions a BNY Mellon company, Vice President
Industry Investment Management
Experience
Pershing, a BNY Mellon company April 2010 - Present
Boston Light Investments, LLC August 2009 - April 2010
HSBC Private Bank August 2007 - August 2008
Schwab Institutional June 2000 - March 2007
SCHWAB INSTITUTIONAL (SI) 2000 - 2007
Investors Bank & Trust April 1994 - June 2000
Education
University of Massachusetts, Amherst 1971 — 1975
BS, Economics
Pershing, a BNY Mellon company April 2010 - Present
Boston Light Investments, LLC August 2009 - April 2010
HSBC Private Bank August 2007 - August 2008
Schwab Institutional June 2000 - March 2007
SCHWAB INSTITUTIONAL (SI) 2000 - 2007
Investors Bank & Trust April 1994 - June 2000
Education
University of Massachusetts, Amherst 1971 — 1975
BS, Economics
Bridget Doyle's Investors Bank & Trust Experience October 1996 - May 1997
Job EHR Implementation Specialist at Beth Israel Deaconess Healthcare
Industry Information Technology and Services
Experience
Beth Israel Deaconess Healthcare March 2015 - Present
athenahealth May 2010 - January 2015
Fidelity Investments March 2007 - February 2009
Fidelity Investments July 2005 - March 2007
Broadridge (Formerly ADP) December 2000 - July 2005
John Hancock December 1998 - December 2000
Putnam Investments March 1998 - December 1998
Putnam Investments May 1997 - March 1998
Investors Bank & Trust October 1996 - May 1997
Skills
Healthcare Information..., Project Management, Clinical Systems..., PMIS Implementation, EMR Training, System Optimization, Meaningful Use, Software Implementation, Patient Engagement..., Population Health, Ambulatory Revenue..., Clinical System..., Patient Portal, Process Improvement, Business Development, Outsourcing, Contract Negotiation, Strategy, Financial Services, 401k Implementation
Education
University of Massachusetts Lowell
Beth Israel Deaconess Healthcare March 2015 - Present
athenahealth May 2010 - January 2015
Fidelity Investments March 2007 - February 2009
Fidelity Investments July 2005 - March 2007
Broadridge (Formerly ADP) December 2000 - July 2005
John Hancock December 1998 - December 2000
Putnam Investments March 1998 - December 1998
Putnam Investments May 1997 - March 1998
Investors Bank & Trust October 1996 - May 1997
Skills
Healthcare Information..., Project Management, Clinical Systems..., PMIS Implementation, EMR Training, System Optimization, Meaningful Use, Software Implementation, Patient Engagement..., Population Health, Ambulatory Revenue..., Clinical System..., Patient Portal, Process Improvement, Business Development, Outsourcing, Contract Negotiation, Strategy, Financial Services, 401k Implementation
Education
University of Massachusetts Lowell
Peter Higgins, CIA, CRMA Peter Higgins, CIA, CRMA's Investors Bank & Trust Experience November 2000 - October 2003
Job Vice President, Director Risk, Audit and Compliance at State Street Bank
Industry Financial Services
Experience
State Street Bank November 2013 - Present
State Street October 2010 - November 2013
State Street October 2003 - October 2010
Investors Bank & Trust November 2000 - October 2003
Liberty Mutual Insurance May 1998 - November 2000
Skills
COSO, Internal Audit, Internal Controls, Auditing, Business Process..., Change Management, Sarbanes-Oxley Act, Accounting, AML, Operational Risk, Enterprise Risk..., Financial Services, Financial Risk, Risk Management, Financial Analysis
Education
University of Massachusetts Dartmouth 1994 — 1998
BS, Accounting
State Street Bank November 2013 - Present
State Street October 2010 - November 2013
State Street October 2003 - October 2010
Investors Bank & Trust November 2000 - October 2003
Liberty Mutual Insurance May 1998 - November 2000
Skills
COSO, Internal Audit, Internal Controls, Auditing, Business Process..., Change Management, Sarbanes-Oxley Act, Accounting, AML, Operational Risk, Enterprise Risk..., Financial Services, Financial Risk, Risk Management, Financial Analysis
Education
University of Massachusetts Dartmouth 1994 — 1998
BS, Accounting
Gordon Barnes, CAIA Gordon Barnes, CAIA's Investors Bank & Trust Experience June 2000 - March 2001
Job Sr. Director Operational Due Diligence
Industry Investment Management
Experience
Cambridge Associates June 2006 - Present
Kobren Insight Management 2004 - 2006
Bisys Hedge Fund Services (Formerly Hemisphere) December 2001 - March 2004
Investors Bank & Trust June 2000 - March 2001
John Hancock 2001 - 2001
Skills
Hedge Funds, Fund Of Funds, Private Equity, Investments, Mutual Funds, Risk Management, Asset Managment, Due Diligence, Fund Accounting, Investment Management, Operational Due..., Financial Services, Alternative Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Valuation, Derivatives, Financial Reporting
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy & Business Analysis
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS, Business Administration
Regents College / European Business School 1998 — 1998
International Business
Hingham High School 1992 — 1995
Cambridge Associates June 2006 - Present
Kobren Insight Management 2004 - 2006
Bisys Hedge Fund Services (Formerly Hemisphere) December 2001 - March 2004
Investors Bank & Trust June 2000 - March 2001
John Hancock 2001 - 2001
Skills
Hedge Funds, Fund Of Funds, Private Equity, Investments, Mutual Funds, Risk Management, Asset Managment, Due Diligence, Fund Accounting, Investment Management, Operational Due..., Financial Services, Alternative Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Valuation, Derivatives, Financial Reporting
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy & Business Analysis
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS, Business Administration
Regents College / European Business School 1998 — 1998
International Business
Hingham High School 1992 — 1995
AnhThu Dang AnhThu Dang's Investors Bank & Trust Experience June 2006 - June 2007
Job Business Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance March 2014 - Present
Dorchester House Multi-Service Center September 2012 - March 2014
State Street Bank November 2010 - December 2011
State Street Bank September 2008 - October 2010
State Street Bank July 2007 - August 2008
Investors Bank & Trust June 2006 - June 2007
Skills
Access, Accounting, Microsoft Excel, Financial Reporting, Mutual Funds, Securities, Portfolio Management, Risk Management, Fund Accounting, Microsoft Word, VBA, VB.NET, Bloomberg Terminal, Lean Manufacturing, Databases, PowerPoint, Fund Administration, General Ledger, Auditing, Internal Controls, Corporate Actions, Bloomberg, Financial Analysis, Financial Statements, Business Analysis, Process Improvement, SAS, Hyperion Reports, Saleforces
Education
University of Massachusetts Boston 2004 — 2006
BS, Operations Management Information Science
Liberty Mutual Insurance March 2014 - Present
Dorchester House Multi-Service Center September 2012 - March 2014
State Street Bank November 2010 - December 2011
State Street Bank September 2008 - October 2010
State Street Bank July 2007 - August 2008
Investors Bank & Trust June 2006 - June 2007
Skills
Access, Accounting, Microsoft Excel, Financial Reporting, Mutual Funds, Securities, Portfolio Management, Risk Management, Fund Accounting, Microsoft Word, VBA, VB.NET, Bloomberg Terminal, Lean Manufacturing, Databases, PowerPoint, Fund Administration, General Ledger, Auditing, Internal Controls, Corporate Actions, Bloomberg, Financial Analysis, Financial Statements, Business Analysis, Process Improvement, SAS, Hyperion Reports, Saleforces
Education
University of Massachusetts Boston 2004 — 2006
BS, Operations Management Information Science
Ronald Kyi Ronald Kyi's Investors Bank & Trust Experience April 2006 - August 2006
Job Senior at Ernst & Young
Industry Financial Services
Experience
Ernst & Young January 2012 - Present
Brown Brothers Harriman August 2006 - January 2012
Investors Bank & Trust April 2006 - August 2006
Investors Bank & Trust April 2005 - April 2006
State Street February 2004 - April 2005
Skills
Financial Reporting, Accounting, Tax, Internal Controls, US GAAP, Internal Audit, Auditing, SEC filings, PowerPoint, Portfolio Management, Risk Management, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Investments, Financial Modeling, Microsoft Word, Banking, Private Equity
Education
University of Massachusetts, Amherst 1999 — 2003
Economics
North Quincy High School 1995 — 1999
Ernst & Young January 2012 - Present
Brown Brothers Harriman August 2006 - January 2012
Investors Bank & Trust April 2006 - August 2006
Investors Bank & Trust April 2005 - April 2006
State Street February 2004 - April 2005
Skills
Financial Reporting, Accounting, Tax, Internal Controls, US GAAP, Internal Audit, Auditing, SEC filings, PowerPoint, Portfolio Management, Risk Management, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Investments, Financial Modeling, Microsoft Word, Banking, Private Equity
Education
University of Massachusetts, Amherst 1999 — 2003
Economics
North Quincy High School 1995 — 1999
Chris Connors Chris Connors's Investors Bank & Trust Experience May 1989 - September 1994
Job Director Financial Services Advisory at PwC
Industry Investment Management
Experience
PwC March 2011 - Present
Citisoft March 2008 - February 2011
State Street Global Advisors February 2004 - March 2008
IBM Global Services October 2002 - February 2004
PricewaterhouseCoopers (PwC Consulting) September 1994 - October 2002
Investors Bank & Trust May 1989 - September 1994
Skills
Management Consulting, Financial Services, Business Analysis, Business Process..., Management, Asset Management, Risk Management, Due Diligence, Project Management, Strategy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
B.S., Business Administration
PwC March 2011 - Present
Citisoft March 2008 - February 2011
State Street Global Advisors February 2004 - March 2008
IBM Global Services October 2002 - February 2004
PricewaterhouseCoopers (PwC Consulting) September 1994 - October 2002
Investors Bank & Trust May 1989 - September 1994
Skills
Management Consulting, Financial Services, Business Analysis, Business Process..., Management, Asset Management, Risk Management, Due Diligence, Project Management, Strategy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
B.S., Business Administration
Melissa Gilroy, CPA Melissa Gilroy, CPA's Investors Bank & Trust Experience May 2000 - June 2003
Job Owner at Melissa Gilroy, CPA an accounting and attest service firm
Industry Accounting
Experience
Melissa Gilroy, CPA November 2009 - Present
Kevin P. Martin June 2003 - November 2009
Investors Bank & Trust May 2000 - June 2003
PwC November 1997 - May 2000
Skills
Non-profits, Auditing, Accounting, Internal Controls, Financial Reporting, Small Business, GAAP, CPA, Nonprofits, Internal Audit, Training, Tax, QuickBooks, Tax Preparation, Forecasting, Corporate Tax, Income Tax, US GAAP
Education
University of Miami 1982 — 1986
Melissa Gilroy, CPA November 2009 - Present
Kevin P. Martin June 2003 - November 2009
Investors Bank & Trust May 2000 - June 2003
PwC November 1997 - May 2000
Skills
Non-profits, Auditing, Accounting, Internal Controls, Financial Reporting, Small Business, GAAP, CPA, Nonprofits, Internal Audit, Training, Tax, QuickBooks, Tax Preparation, Forecasting, Corporate Tax, Income Tax, US GAAP
Education
University of Miami 1982 — 1986
Sarin Va Sarin Va's Investors Bank & Trust Experience 2006 - 2007
Job Application Analyst at ImmunoGen, Inc.
Industry Information Technology and Services
Experience
ImmunoGen, Inc. July 2012 - Present
AvePoint April 2011 - July 2012
AvePoint April 2010 - April 2011
ImmunoGen, Inc. October 2007 - April 2010
Investors Bank & Trust 2006 - 2007
Peace Corps 2005 - 2006
Whittemore School of Business 2002 - 2005
Rhode Island Department of Environmental Management 2002 - 2004
Skills
Windows Server, Microsoft Exchange, Blackberry Enterprise..., XP, Windows Vista, Windows 2000, Cisco Call Manager, Trend Micro, SharePoint, Technical Support, Active Directory, Cloud Computing, Software Documentation, Software, Salesforce.com, Enterprise Software, Troubleshooting, VMware, VMware ESX, Networking, System Administration, Security, Hardware, Servers, Windows XP
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science, Information Systems
ImmunoGen, Inc. July 2012 - Present
AvePoint April 2011 - July 2012
AvePoint April 2010 - April 2011
ImmunoGen, Inc. October 2007 - April 2010
Investors Bank & Trust 2006 - 2007
Peace Corps 2005 - 2006
Whittemore School of Business 2002 - 2005
Rhode Island Department of Environmental Management 2002 - 2004
Skills
Windows Server, Microsoft Exchange, Blackberry Enterprise..., XP, Windows Vista, Windows 2000, Cisco Call Manager, Trend Micro, SharePoint, Technical Support, Active Directory, Cloud Computing, Software Documentation, Software, Salesforce.com, Enterprise Software, Troubleshooting, VMware, VMware ESX, Networking, System Administration, Security, Hardware, Servers, Windows XP
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science, Information Systems
Myhanh Le Garofalo Myhanh Le Garofalo's Investors Bank & Trust Experience November 2006 - July 2007
Job Tax Manager Alternative Investments
Industry Financial Services
Experience
State Street September 2015 - Present
Citi November 2012 - September 2015
State Street July 2007 - November 2012
Investors Bank & Trust November 2006 - July 2007
Boston Properties June 2005 - November 2006
Skills
Accounting, Tax, Account Reconciliation, Income Tax, Tax Preparation, Private Equity, Alternative Investments, Fund Administration, Internal Controls, General Ledger, Partnership Taxation, Fund Of Funds
Education
University of Massachusetts Boston 2001 — 2005
Bachelor of Science (B.S.), Accounting & Finance
Boston Latin Academy 1997 — 2001
State Street September 2015 - Present
Citi November 2012 - September 2015
State Street July 2007 - November 2012
Investors Bank & Trust November 2006 - July 2007
Boston Properties June 2005 - November 2006
Skills
Accounting, Tax, Account Reconciliation, Income Tax, Tax Preparation, Private Equity, Alternative Investments, Fund Administration, Internal Controls, General Ledger, Partnership Taxation, Fund Of Funds
Education
University of Massachusetts Boston 2001 — 2005
Bachelor of Science (B.S.), Accounting & Finance
Boston Latin Academy 1997 — 2001
Vasilios Gialopsos Vasilios Gialopsos's Investors Bank & Trust Experience 1994 - 1995
Job Currently Seeking New Employment Opportunities
Industry Oil & Energy
Experience
FIBA Technologies, Inc. August 2012 - July 2015
Blue Cross Blue Shield of Massachusetts March 2006 - August 2012
Tufts Health Plan 1999 - July 2005
Tufts Health Plan April 1996 - 1999
Investors Bank & Trust 1994 - 1995
Skills
Listening to customers, Oil & Gas Industry, Natural Gas, Containment, Solution Selling, Best Practices, Design Research, Product Development, Project Management, Manufacturing, Inventory Management, Market Research, Data Mining, Forecasting, Spreadsheets, Budgets, Team Building, Continuous Improvement, Strategy, Management, Finance, Sales, Process Improvement, Leadership, Insurance, Employee Benefits, Strategic Planning, Training, Microsoft Excel, Customer Service
Education
University of Massachusetts at Lowell
Bachelor of Science in Business Administration, Accounting
Tewksbury High School
FIBA Technologies, Inc. August 2012 - July 2015
Blue Cross Blue Shield of Massachusetts March 2006 - August 2012
Tufts Health Plan 1999 - July 2005
Tufts Health Plan April 1996 - 1999
Investors Bank & Trust 1994 - 1995
Skills
Listening to customers, Oil & Gas Industry, Natural Gas, Containment, Solution Selling, Best Practices, Design Research, Product Development, Project Management, Manufacturing, Inventory Management, Market Research, Data Mining, Forecasting, Spreadsheets, Budgets, Team Building, Continuous Improvement, Strategy, Management, Finance, Sales, Process Improvement, Leadership, Insurance, Employee Benefits, Strategic Planning, Training, Microsoft Excel, Customer Service
Education
University of Massachusetts at Lowell
Bachelor of Science in Business Administration, Accounting
Tewksbury High School
Lisa Kersey's Investors Bank & Trust Experience March 1999 - December 1999
Job Middleware Engineer at ATPCO
Industry Computer Software
Experience
ATPCO April 2015 - Present
Pegasystems November 2006 - January 2015
NAVY EXCHANGE SERVICE COMMAND (NEXCOM) July 2006 - November 2006
Pegasystems October 2005 - July 2006
Mitchell International August 2005 - October 2005
Pegasystems June 2004 - August 2005
Pegasystems October 2001 - June 2004
John Hancock Financial Services July 2001 - October 2001
John Hancock Financial Services December 1999 - July 2001
Investors Bank & Trust March 1999 - December 1999
Skills
Software Engineering, Unix, SQL, Perl, Databases, Enterprise Software, Enterprise Architecture, Agile Methodologies, Software Development, Linux, Integration, JBoss Application Server, WebSphere Application..., Weblogic Administration, JBoss EAP, DB2, Red Hat Linux, Linux System..., Shell Scripting, VMware, VMware vSphere, VMware ESX, Solaris, Oracle Database, Microsoft SQL Server, PostgreSQL, Tomcat, Jenkins, Microsoft Office, Oracle, WebLogic, WebSphere, Leadership
Education
University of Connecticut 1990 — 1993
Bachelor's Degree, Business Administration and Management, General
ATPCO April 2015 - Present
Pegasystems November 2006 - January 2015
NAVY EXCHANGE SERVICE COMMAND (NEXCOM) July 2006 - November 2006
Pegasystems October 2005 - July 2006
Mitchell International August 2005 - October 2005
Pegasystems June 2004 - August 2005
Pegasystems October 2001 - June 2004
John Hancock Financial Services July 2001 - October 2001
John Hancock Financial Services December 1999 - July 2001
Investors Bank & Trust March 1999 - December 1999
Skills
Software Engineering, Unix, SQL, Perl, Databases, Enterprise Software, Enterprise Architecture, Agile Methodologies, Software Development, Linux, Integration, JBoss Application Server, WebSphere Application..., Weblogic Administration, JBoss EAP, DB2, Red Hat Linux, Linux System..., Shell Scripting, VMware, VMware vSphere, VMware ESX, Solaris, Oracle Database, Microsoft SQL Server, PostgreSQL, Tomcat, Jenkins, Microsoft Office, Oracle, WebLogic, WebSphere, Leadership
Education
University of Connecticut 1990 — 1993
Bachelor's Degree, Business Administration and Management, General
Janvi Doshi's Investors Bank & Trust Experience 2006 - 2007
Job Management Consultant at PwC
Industry Management Consulting
Experience
PwC May 2015 - Present
Eagle Investment Systems March 2014 - Present
Eagle Investment Systems December 2012 - Present
Eagle Investment Systems 2007 - December 2012
Investors Bank & Trust 2006 - 2007
Skills
Fund Accounting, Corporate Actions, Bloomberg, Mutual Funds, Fixed Income, Securities, Hedge Funds, Equities, Derivatives, Financial Services, Bonds, Options, Analysis, Back Office, Middle Office, Quality Assurance, Business Requirements, Investments, Requirements Gathering, User Acceptance Testing, Financial Analysis, Wealth Management, Financial Reporting, Relationship Management, Testing, Asset Management, Requirements Analysis
Education
(MBA) Southern New Hamshire University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Economics
PwC May 2015 - Present
Eagle Investment Systems March 2014 - Present
Eagle Investment Systems December 2012 - Present
Eagle Investment Systems 2007 - December 2012
Investors Bank & Trust 2006 - 2007
Skills
Fund Accounting, Corporate Actions, Bloomberg, Mutual Funds, Fixed Income, Securities, Hedge Funds, Equities, Derivatives, Financial Services, Bonds, Options, Analysis, Back Office, Middle Office, Quality Assurance, Business Requirements, Investments, Requirements Gathering, User Acceptance Testing, Financial Analysis, Wealth Management, Financial Reporting, Relationship Management, Testing, Asset Management, Requirements Analysis
Education
(MBA) Southern New Hamshire University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Economics
Zach Rouleau's Investors Bank & Trust Experience 2006 - 2007
Job Senior Associate at Beacon Consulting Group
Industry Financial Services
Experience
Beacon Consulting Group August 2015 - Present
JP Morgan Chase October 2010 - August 2015
State Street 2007 - October 2010
Investors Bank & Trust 2006 - 2007
Skills
Financial Analysis, Equities, Bloomberg, Fixed Income, Microsoft Excel, Financial Modeling, Investments, Accounting, Securities, Financial Services, Finance, Valuation, Hedge Funds, Financial Management...
Education
University of Massachusetts, Amherst 2013 — 2016
Master of Business Administration (MBA)
University of Vermont 2002 — 2006
BS, Finance
Beacon Consulting Group August 2015 - Present
JP Morgan Chase October 2010 - August 2015
State Street 2007 - October 2010
Investors Bank & Trust 2006 - 2007
Skills
Financial Analysis, Equities, Bloomberg, Fixed Income, Microsoft Excel, Financial Modeling, Investments, Accounting, Securities, Financial Services, Finance, Valuation, Hedge Funds, Financial Management...
Education
University of Massachusetts, Amherst 2013 — 2016
Master of Business Administration (MBA)
University of Vermont 2002 — 2006
BS, Finance
Victor Zhou Victor Zhou's Investors Bank & Trust Experience June 2006 - June 2008
Job Logistics Analyst at AFS, LLC
Industry Logistics and Supply Chain
Experience
AFS, LLC December 2011 - August 2014
State Street June 2008 - October 2011
Investors Bank & Trust June 2006 - June 2008
Skills
Financial Modeling, Process Improvement, Forecasting, Business Analysis, Financial Analysis, Leadership, Contract Negotiation
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, 3.7
AFS, LLC December 2011 - August 2014
State Street June 2008 - October 2011
Investors Bank & Trust June 2006 - June 2008
Skills
Financial Modeling, Process Improvement, Forecasting, Business Analysis, Financial Analysis, Leadership, Contract Negotiation
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, 3.7
Darrell Thompson Darrell Thompson's Investors Bank & Trust Experience 2001 - 2008
Job Business Systems Analyst at Eaton Vance
Industry Investment Banking
Experience
Eaton Vance May 2014 - Present
Eagle Investment Systems November 2013 - May 2014
Wipro Consulting October 2012 - October 2013
Brown Brothers Harriman June 2008 - September 2012
Investors Bank & Trust 2001 - 2008
Skills
Business Analysis, Derivatives, Equities, Financial Modeling, Financial Services, Risk Management, Financial Analysis, Valuation, Investments, Requirements Gathering, SDLC, Bloomberg, Fixed Income, Mutual Funds, SQL, Securities, Corporate Actions, Strategic Planning
Education
University of Massachusetts, Amherst 1996 — 2001
Bachelor of Science (B.S.), Economics
Eaton Vance May 2014 - Present
Eagle Investment Systems November 2013 - May 2014
Wipro Consulting October 2012 - October 2013
Brown Brothers Harriman June 2008 - September 2012
Investors Bank & Trust 2001 - 2008
Skills
Business Analysis, Derivatives, Equities, Financial Modeling, Financial Services, Risk Management, Financial Analysis, Valuation, Investments, Requirements Gathering, SDLC, Bloomberg, Fixed Income, Mutual Funds, SQL, Securities, Corporate Actions, Strategic Planning
Education
University of Massachusetts, Amherst 1996 — 2001
Bachelor of Science (B.S.), Economics
Dennis Rapa Dennis Rapa's Investors Bank & Trust Experience March 2007 - October 2008
Job Income Specialist at State Street
Industry Financial Services
Experience
State Street August 2012 - Present
State Street November 2010 - August 2012
State Street October 2008 - November 2010
Investors Bank & Trust March 2007 - October 2008
Skills
Mutual Funds, Securities, Equities, Fixed Income, Investments, Bloomberg, Hedge Funds, Financial Services, Alternative Investments, Derivatives
Education
University of New Hampshire 2000 — 2005
Bachelor's Degree, Political Science and Government, Minor Business Administration, Minor Economics
Medfield High School 1996 — 2000
High School
State Street August 2012 - Present
State Street November 2010 - August 2012
State Street October 2008 - November 2010
Investors Bank & Trust March 2007 - October 2008
Skills
Mutual Funds, Securities, Equities, Fixed Income, Investments, Bloomberg, Hedge Funds, Financial Services, Alternative Investments, Derivatives
Education
University of New Hampshire 2000 — 2005
Bachelor's Degree, Political Science and Government, Minor Business Administration, Minor Economics
Medfield High School 1996 — 2000
High School
jeff wojnicki jeff wojnicki's Investors Bank & Trust Experience December 2006 - January 2008
Job Apparel Costing Manager at Reebok
Industry Consumer Goods
Jessica LaHaise Jessica LaHaise's Investors Bank & Trust Experience June 2007 - August 2008
Job Compliance Manager at Bain Capital, LLC
Industry Venture Capital & Private Equity
Experience
Bain Capital November 2010 - Present
Columbia Management August 2008 - November 2010
Investors Bank & Trust June 2007 - August 2008
Skills
2012: STC Series 3:..., 2012: Financial Markets..., 2012: Teamwork..., 2011: Creating Value..., 2011: Time Management..., 2009: Bank of America..., 2009: Bank of America..., Analysis, Management, Mutual Funds, Risk Management, Securities, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Alternative Investments, Financial Analysis, Due Diligence
Education
University of Massachusetts, Amherst 2003 — 2007
BA, Economics
Lincoln-Sudbury Regional High School 1999 — 2003
Bain Capital November 2010 - Present
Columbia Management August 2008 - November 2010
Investors Bank & Trust June 2007 - August 2008
Skills
2012: STC Series 3:..., 2012: Financial Markets..., 2012: Teamwork..., 2011: Creating Value..., 2011: Time Management..., 2009: Bank of America..., 2009: Bank of America..., Analysis, Management, Mutual Funds, Risk Management, Securities, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Alternative Investments, Financial Analysis, Due Diligence
Education
University of Massachusetts, Amherst 2003 — 2007
BA, Economics
Lincoln-Sudbury Regional High School 1999 — 2003
Kevin McCormack-Lane Kevin McCormack-Lane's Investors Bank & Trust Experience October 2003 - July 2005
Job Assistant Vice President Broker Dealer Support Services
Industry Financial Services
Experience
LPL Financial August 2013 - Present
LPL Finanical November 2012 - July 2013
LPL Finanical October 2011 - November 2012
LPL Finanical January 2010 - October 2011
LPL Finanical February 2007 - January 2009
LPL Finanical August 2006 - February 2007
LPL Finanical October 2005 - August 2006
Investors Bank & Trust October 2003 - July 2005
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
LPL Financial August 2013 - Present
LPL Finanical November 2012 - July 2013
LPL Finanical October 2011 - November 2012
LPL Finanical January 2010 - October 2011
LPL Finanical February 2007 - January 2009
LPL Finanical August 2006 - February 2007
LPL Finanical October 2005 - August 2006
Investors Bank & Trust October 2003 - July 2005
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Strates Frangules Strates Frangules's Investors Bank & Trust Experience July 2004 - July 2007
Job Senior Investment Operations Specialist at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management August 2011 - Present
Acadian Asset Management December 2007 - August 2011
State Street July 2007 - November 2007
Investors Bank & Trust July 2004 - July 2007
Skills
Bloomberg, Equities, Investments, Financial Analysis, Asset Managment, Fixed Income, Mutual Funds, Financial Modeling, Fund Accounting, FX Options, Series 7, Financial Reporting, Portfolio Management, Corporate Actions, Process Improvement
Education
University of Massachusetts, Amherst 1999 — 2004
BA, Economics
Acadian Asset Management August 2011 - Present
Acadian Asset Management December 2007 - August 2011
State Street July 2007 - November 2007
Investors Bank & Trust July 2004 - July 2007
Skills
Bloomberg, Equities, Investments, Financial Analysis, Asset Managment, Fixed Income, Mutual Funds, Financial Modeling, Fund Accounting, FX Options, Series 7, Financial Reporting, Portfolio Management, Corporate Actions, Process Improvement
Education
University of Massachusetts, Amherst 1999 — 2004
BA, Economics
Jason Leavitt Jason Leavitt's Investors Bank & Trust Experience September 2006 - June 2007
Job Branch Manager III at Pentagon Federal Credit Union
Industry Financial Services
Experience
Pentagon Federal Credit Union December 2013 - Present
Koinonia Center May 2013 - December 2013
Pentagon Federal Credit Union February 2013 - December 2013
Pentagon Federal Credit Union August 2012 - January 2013
State Street April 2011 - December 2011
State Street April 2009 - March 2011
State Street June 2007 - April 2009
Investors Bank & Trust September 2006 - June 2007
University of Phoenix June 2005 - June 2006
University of Phoenix June 2004 - June 2005
Skills
Process Improvement, Accounting, Operations Management, Team Management, Sales Management, Retail Banking, Financial Services, Higher Education..., Strategic Planning, Business Strategy, Financial Analysis, CRM, Banking, Finance, Customer Service, Loans, Management, Leadership, Investments
Education
University of Phoenix 2004 — 2005
MBA
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
B.S. Business Administration, Finance
Pentagon Federal Credit Union December 2013 - Present
Koinonia Center May 2013 - December 2013
Pentagon Federal Credit Union February 2013 - December 2013
Pentagon Federal Credit Union August 2012 - January 2013
State Street April 2011 - December 2011
State Street April 2009 - March 2011
State Street June 2007 - April 2009
Investors Bank & Trust September 2006 - June 2007
University of Phoenix June 2005 - June 2006
University of Phoenix June 2004 - June 2005
Skills
Process Improvement, Accounting, Operations Management, Team Management, Sales Management, Retail Banking, Financial Services, Higher Education..., Strategic Planning, Business Strategy, Financial Analysis, CRM, Banking, Finance, Customer Service, Loans, Management, Leadership, Investments
Education
University of Phoenix 2004 — 2005
MBA
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
B.S. Business Administration, Finance
Brandon Koziara's Investors Bank & Trust Experience June 2007 - April 2008
Job Assistant Vice President, Product Manager at State Street
Industry Financial Services
Experience
State Street March 2013 - Present
State Street April 2009 - March 2013
State Street April 2008 - April 2009
Investors Bank & Trust June 2007 - April 2008
Investors Bank & Trust January 2006 - June 2007
Skills
Mutual Funds, Financial Services, Portfolio Management, Investments, Financial Analysis, Management, Fixed Income, Equities, Finance, Bloomberg, Asset Management, Securities
Education
University of Massachusetts Dartmouth 2001 — 2006
Bachelor of Science, Business Finance
Cathedral
State Street March 2013 - Present
State Street April 2009 - March 2013
State Street April 2008 - April 2009
Investors Bank & Trust June 2007 - April 2008
Investors Bank & Trust January 2006 - June 2007
Skills
Mutual Funds, Financial Services, Portfolio Management, Investments, Financial Analysis, Management, Fixed Income, Equities, Finance, Bloomberg, Asset Management, Securities
Education
University of Massachusetts Dartmouth 2001 — 2006
Bachelor of Science, Business Finance
Cathedral
William Deluca's Investors Bank & Trust Experience February 2007 - July 2007
Job Director, Trust Investment Operations John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services October 2013 - Present
New York Life Retirement Plan Services August 2007 - September 2013
Investors Bank & Trust February 2007 - July 2007
Eagle Investment Systems January 2006 - February 2007
State Street Corporation 1992 - 2006
Skills
Mutual Funds, Corporate Actions, Fund Accounting, Securities, Financial Services, Investments, Fixed Income, Equities, Retirement Planning, Pensions, 401k, Bloomberg, Hedge Funds, Derivatives, Asset Management, Portfolio Management, Alternative Investments, Asset Allocation, Investment Management, Strategy, Retirement, Back Office, ETFs, Investment Strategies
Education
University of Massachusetts Lowell 1986 — 1990
BS, Business Administration
John Hancock Retirement Plan Services October 2013 - Present
New York Life Retirement Plan Services August 2007 - September 2013
Investors Bank & Trust February 2007 - July 2007
Eagle Investment Systems January 2006 - February 2007
State Street Corporation 1992 - 2006
Skills
Mutual Funds, Corporate Actions, Fund Accounting, Securities, Financial Services, Investments, Fixed Income, Equities, Retirement Planning, Pensions, 401k, Bloomberg, Hedge Funds, Derivatives, Asset Management, Portfolio Management, Alternative Investments, Asset Allocation, Investment Management, Strategy, Retirement, Back Office, ETFs, Investment Strategies
Education
University of Massachusetts Lowell 1986 — 1990
BS, Business Administration
Michele DeRosa Michele DeRosa's Investors Bank & Trust Experience November 2000 - July 2002
Job Project Coordinator at Korn Ferry
Industry Staffing and Recruiting
Experience
Korn Ferry July 2015 - Present
CTPartners July 2014 - June 2015
lia sophia October 2009 - December 2014
Press Ganey Associates March 2014 - July 2014
CTPartners April 2012 - March 2014
CTPartners August 2010 - April 2012
Audax Group December 2003 - September 2008
Investors Bank & Trust November 2000 - July 2002
Morgan Stanley August 1999 - November 2000
FundQuest March 1999 - August 1999
Skills
Outlook, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Administrative..., Customer Service, Marketing, Adobe Acrobat, Software Documentation, Human Resources, Training, Administrative...
Education
University of Massachusetts Boston 2006 — 2008
Master of Education, Elementary
University of Massachusetts Lowell 1994 — 1998
BS, Finance, Marketing
BMHS
Korn Ferry July 2015 - Present
CTPartners July 2014 - June 2015
lia sophia October 2009 - December 2014
Press Ganey Associates March 2014 - July 2014
CTPartners April 2012 - March 2014
CTPartners August 2010 - April 2012
Audax Group December 2003 - September 2008
Investors Bank & Trust November 2000 - July 2002
Morgan Stanley August 1999 - November 2000
FundQuest March 1999 - August 1999
Skills
Outlook, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Administrative..., Customer Service, Marketing, Adobe Acrobat, Software Documentation, Human Resources, Training, Administrative...
Education
University of Massachusetts Boston 2006 — 2008
Master of Education, Elementary
University of Massachusetts Lowell 1994 — 1998
BS, Finance, Marketing
BMHS
Bryan Bushey Bryan Bushey's Investors Bank & Trust Experience October 2006 - December 2011
Job Client Operations at State Street Corporation
Industry Financial Services
Experience
State Street September 2014 - Present
State Street Bank January 2012 - August 2014
Investors Bank & Trust October 2006 - December 2011
Skills
Superior Client Service, Financial Services, Mutual Funds, Securities, Corporate Actions, Fixed Income, Equities, Settlement, Account Management, Finance
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Communication and Media Studies
State Street September 2014 - Present
State Street Bank January 2012 - August 2014
Investors Bank & Trust October 2006 - December 2011
Skills
Superior Client Service, Financial Services, Mutual Funds, Securities, Corporate Actions, Fixed Income, Equities, Settlement, Account Management, Finance
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Communication and Media Studies
Michael Bench Michael Bench's Investors Bank & Trust Experience December 2004 - November 2006
Job Officer Performance and Analytics Manager at State Street
Industry Financial Services
Experience
State Street October 2012 - Present
State Street Global Services August 2011 - October 2012
State Street December 2010 - August 2011
BlackRock March 2009 - September 2010
BlackRock January 2008 - March 2009
BlackRock November 2006 - January 2008
Investors Bank & Trust December 2004 - November 2006
Putnam Investments January 2004 - December 2004
Skills
Fixed Income, Portfolio Management, Equities, Mutual Funds, Securities, Bloomberg, Corporate Actions, Finance, Financial Services, Analysis, Trading, Middle Office, Investments
Education
University of Hartford 1998 — 2003
BS, Marketing
State Street October 2012 - Present
State Street Global Services August 2011 - October 2012
State Street December 2010 - August 2011
BlackRock March 2009 - September 2010
BlackRock January 2008 - March 2009
BlackRock November 2006 - January 2008
Investors Bank & Trust December 2004 - November 2006
Putnam Investments January 2004 - December 2004
Skills
Fixed Income, Portfolio Management, Equities, Mutual Funds, Securities, Bloomberg, Corporate Actions, Finance, Financial Services, Analysis, Trading, Middle Office, Investments
Education
University of Hartford 1998 — 2003
BS, Marketing
Peter Kalogerakos's Investors Bank & Trust Experience 1996 - 2006
Job
Industry Telecommunications
Experience
Lightower Fiber Networks September 2010 - Present
Veroxity Technology Partners June 2006 - September 2010
Veroxity Technology Partners 2005 - 2006
Investors Bank & Trust 1996 - 2006
Skills
MPLS, Data Center, Metro Ethernet, Ethernet, Cisco Technologies, Routing, Carrier Ethernet, VoIP, DWDM, IP, Network Design, Cloud Computing
Education
University of Massachusetts Lowell
Lightower Fiber Networks September 2010 - Present
Veroxity Technology Partners June 2006 - September 2010
Veroxity Technology Partners 2005 - 2006
Investors Bank & Trust 1996 - 2006
Skills
MPLS, Data Center, Metro Ethernet, Ethernet, Cisco Technologies, Routing, Carrier Ethernet, VoIP, DWDM, IP, Network Design, Cloud Computing
Education
University of Massachusetts Lowell
Daniel Farren's Investors Bank & Trust Experience 1994 - 1996
Job Contract Recruiter at Savant Systems
Industry Consumer Electronics
Experience
Savant Systems August 2015 - Present
Bay State Cruise Company 2008 - Present
Pro Source Inc. January 2013 - June 2015
Aerotek 2005 - 2007
Nicholas Applegate 1999 - 2002
Nicholas Applegate 1997 - 1999
Investors Bank & Trust 1994 - 1996
Skills
Relationship Management, Client Service, Customer Service, Human Resources, Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Interviews, Resume Writing, Financial Services, Investments, Mutual Funds, Equities, Investment Operations, Asset Managment, Screening
Education
University of Massachusetts, Amherst
Bachelor of Business Administration
Savant Systems August 2015 - Present
Bay State Cruise Company 2008 - Present
Pro Source Inc. January 2013 - June 2015
Aerotek 2005 - 2007
Nicholas Applegate 1999 - 2002
Nicholas Applegate 1997 - 1999
Investors Bank & Trust 1994 - 1996
Skills
Relationship Management, Client Service, Customer Service, Human Resources, Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Interviews, Resume Writing, Financial Services, Investments, Mutual Funds, Equities, Investment Operations, Asset Managment, Screening
Education
University of Massachusetts, Amherst
Bachelor of Business Administration
Donna Gagnon's Investors Bank & Trust Experience 2004 - April 2007
Job CTO and Vice President at Liberty Mutual Group Asset Management Inc.
Industry Information Services
Experience
Liberty Mutual Group Asset Management Inc. September 2009 - Present
State Street 2007 - April 2008
Investors Bank & Trust 2004 - April 2007
IBT 2001 - April 2007
Self-employed 1996 - 2001
Investors Bank & Trust 1988 - 1996
Mass General Hospital 1985 - 1988
Commercial Union Insurance 1984 - 1985
US Government / National Park Service 1979 - 1983
Education
University of Massachusetts Boston 1977 — 1981
B.A, Magna cum Laude
Liberty Mutual Group Asset Management Inc. September 2009 - Present
State Street 2007 - April 2008
Investors Bank & Trust 2004 - April 2007
IBT 2001 - April 2007
Self-employed 1996 - 2001
Investors Bank & Trust 1988 - 1996
Mass General Hospital 1985 - 1988
Commercial Union Insurance 1984 - 1985
US Government / National Park Service 1979 - 1983
Education
University of Massachusetts Boston 1977 — 1981
B.A, Magna cum Laude
Kavita Nayak's Investors Bank & Trust Experience 2002 - 2007
Job Consultant at BMC Software
Industry Computer Software
Experience
BMC Software July 2009 - Present
State Street Bank 2007 - 2009
Investors Bank & Trust 2002 - 2007
Datamatics 1993 - 1994
Birla Consultancy 1992 - 1993
Skills
Data Warehousing, Business Analysis, Enterprise Architecture, SDLC
Education
University of Mumbai
BMC Software July 2009 - Present
State Street Bank 2007 - 2009
Investors Bank & Trust 2002 - 2007
Datamatics 1993 - 1994
Birla Consultancy 1992 - 1993
Skills
Data Warehousing, Business Analysis, Enterprise Architecture, SDLC
Education
University of Mumbai
Garrick Young's Investors Bank & Trust Experience March 2006 - July 2006
Job MIS Business Analyst at Santander Group
Industry Financial Services
Experience
Santander Bank, N.A. February 2014 - Present
Putnam Investments June 2013 - December 2013
Fidelity Investments February 2011 - December 2012
JP Morgan Chase July 2006 - May 2010
Investors Bank & Trust March 2006 - July 2006
Skills
Finance, Bloomberg, Financial Analysis, Mutual Funds, Financial Services, Financial Modeling
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), International Finance
Santander Bank, N.A. February 2014 - Present
Putnam Investments June 2013 - December 2013
Fidelity Investments February 2011 - December 2012
JP Morgan Chase July 2006 - May 2010
Investors Bank & Trust March 2006 - July 2006
Skills
Finance, Bloomberg, Financial Analysis, Mutual Funds, Financial Services, Financial Modeling
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), International Finance
Jon Jamieson, CISA's Investors Bank & Trust Experience March 2006 - July 2007
Job AVP, Group Internal Audit at RBS Citizens
Industry Financial Services
Experience
Royal Bank of Scotland October 2011 - Present
Talbots September 2010 - September 2011
State Street July 2007 - September 2010
Investors Bank & Trust March 2006 - July 2007
Bottomline Technologies September 2004 - March 2006
Bottomline Technologies March 2004 - March 2006
Skills
IT Audit, CISA, Sarbanes-Oxley Act, Internal Controls
Education
University of New Hampshire 1999 — 2003
Bachelors, Business Administration: Accounting Concentration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Royal Bank of Scotland October 2011 - Present
Talbots September 2010 - September 2011
State Street July 2007 - September 2010
Investors Bank & Trust March 2006 - July 2007
Bottomline Technologies September 2004 - March 2006
Bottomline Technologies March 2004 - March 2006
Skills
IT Audit, CISA, Sarbanes-Oxley Act, Internal Controls
Education
University of New Hampshire 1999 — 2003
Bachelors, Business Administration: Accounting Concentration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Noel Ciminello's Investors Bank & Trust Experience September 2005 - November 2007
Job Chairman of the Board at IPUG
Industry Computer Software
Experience
BB&T September 2014 - Present
IPUG October 2002 - Present
State Street Bank December 2007 - August 2014
Investors Bank & Trust September 2005 - November 2007
Bank of America April 2004 - August 2005
Fleet Bank October 1996 - April 2004
Aquidneck Management Associates October 1991 - October 1996
Aquidneck Data Corporation June 1985 - October 1991
Skills
Program Management, Process Improvement, Software Documentation, Unix, Payments, SWIFT payments, Databases, SDLC, COBOL, Business Analysis, Requirements Analysis, Vendor Management, Risk Management, Software Project..., Banking
Education
Sotheastern Massachusetts University 1983 — 1985
BS, Computer Science
University of Florida 1981 — 1983
BS, Astronomy
BB&T September 2014 - Present
IPUG October 2002 - Present
State Street Bank December 2007 - August 2014
Investors Bank & Trust September 2005 - November 2007
Bank of America April 2004 - August 2005
Fleet Bank October 1996 - April 2004
Aquidneck Management Associates October 1991 - October 1996
Aquidneck Data Corporation June 1985 - October 1991
Skills
Program Management, Process Improvement, Software Documentation, Unix, Payments, SWIFT payments, Databases, SDLC, COBOL, Business Analysis, Requirements Analysis, Vendor Management, Risk Management, Software Project..., Banking
Education
Sotheastern Massachusetts University 1983 — 1985
BS, Computer Science
University of Florida 1981 — 1983
BS, Astronomy
Brendan Campbell's Investors Bank & Trust Experience January 2005 - June 2007
Job AVP IS Audit Services at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) September 2009 - June 2011
John Hancock Life Insurance Company (U.S.A.) February 2009 - September 2009
John Hancock Life Insurance Company (U.S.A.) July 2007 - February 2009
Investors Bank & Trust January 2005 - June 2007
Investors Bank & Trust August 2002 - January 2005
WBCN January 2002 - October 2002
Skills
Information Security, Risk Assessment, Auditing, Penetration Testing, Identity Management, Emerging Technologies, Security Consulting, Vulnerability Scanning, IT Audit, Sarbanes-Oxley Act, CISA, Business Continuity, Information Security..., Risk Management, Enterprise Risk..., Disaster Recovery, Business Process..., IT Risk Management, Internal Controls, Analysis, Financial Risk, Business Continuity..., Business Analysis, Security, Computer Security, Internal Audit, SDLC, Vendor Management, Financial Services, Management, IT Strategy
Education
University of Massachusetts at Lowell 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing & Management Information Systems
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) September 2009 - June 2011
John Hancock Life Insurance Company (U.S.A.) February 2009 - September 2009
John Hancock Life Insurance Company (U.S.A.) July 2007 - February 2009
Investors Bank & Trust January 2005 - June 2007
Investors Bank & Trust August 2002 - January 2005
WBCN January 2002 - October 2002
Skills
Information Security, Risk Assessment, Auditing, Penetration Testing, Identity Management, Emerging Technologies, Security Consulting, Vulnerability Scanning, IT Audit, Sarbanes-Oxley Act, CISA, Business Continuity, Information Security..., Risk Management, Enterprise Risk..., Disaster Recovery, Business Process..., IT Risk Management, Internal Controls, Analysis, Financial Risk, Business Continuity..., Business Analysis, Security, Computer Security, Internal Audit, SDLC, Vendor Management, Financial Services, Management, IT Strategy
Education
University of Massachusetts at Lowell 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing & Management Information Systems
John Zeinieh's Investors Bank & Trust Experience May 1999 - March 2008
Job Project Management AVP @ JP Morgan
Industry Financial Services
Experience
JP Morgan March 2008 - Present
Investors Bank & Trust May 1999 - March 2008
State Street Bank 2007 - 2008
State Street 2007 - 2008
Skills
Project Management, Financial Services, Investments, Risk Management, Business Analysis, Financial Analysis, Banking, Financial Modeling, Fixed Income, Equities, Analysis, Management, Finance, Securities, Mutual Funds, SDLC, Asset Management, Portfolio Management
Education
University of Massachusetts Boston 1993 — 1997
BA
JP Morgan March 2008 - Present
Investors Bank & Trust May 1999 - March 2008
State Street Bank 2007 - 2008
State Street 2007 - 2008
Skills
Project Management, Financial Services, Investments, Risk Management, Business Analysis, Financial Analysis, Banking, Financial Modeling, Fixed Income, Equities, Analysis, Management, Finance, Securities, Mutual Funds, SDLC, Asset Management, Portfolio Management
Education
University of Massachusetts Boston 1993 — 1997
BA
Liam Ahearn's Investors Bank & Trust Experience March 2006 - July 2007
Job Senior QA Engineer at Accela, Inc.
Industry Computer Software
Experience
Accela, Inc. June 2014 - Present
Envista July 2012 - June 2014
State Street March 2010 - June 2012
State Street July 2007 - March 2010
Investors Bank & Trust March 2006 - July 2007
Investors Bank & Trust October 2004 - March 2006
Skills
Software Quality..., Quality Assurance, Best Practices, Requirements Analysis, SQL, Functional Testing, Regression Testing, User Acceptance Testing, End-to-end Testing, ISTQB Certified, Mercury/HP Quality..., Project Planning, Process Improvement, Software Documentation, Defect Tracking, Integration
Education
University of Massachusetts Dartmouth 1999 — 2004
Bachelor of Science, Marketing
Accela, Inc. June 2014 - Present
Envista July 2012 - June 2014
State Street March 2010 - June 2012
State Street July 2007 - March 2010
Investors Bank & Trust March 2006 - July 2007
Investors Bank & Trust October 2004 - March 2006
Skills
Software Quality..., Quality Assurance, Best Practices, Requirements Analysis, SQL, Functional Testing, Regression Testing, User Acceptance Testing, End-to-end Testing, ISTQB Certified, Mercury/HP Quality..., Project Planning, Process Improvement, Software Documentation, Defect Tracking, Integration
Education
University of Massachusetts Dartmouth 1999 — 2004
Bachelor of Science, Marketing
Timothy Benham's Investors Bank & Trust Experience January 2004 - June 2007
Job Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp May 2012 - Present
Stone Harbor Investment Partners October 2011 - May 2012
State Street June 2007 - October 2011
Investors Bank & Trust January 2004 - June 2007
Skills
Fixed Income, Fund Accounting, Mutual Funds, CLO, Back Office, Fund Administration, Hedge Funds, Middle Office, Alternative Investments, Trade Operations, Relationship Management, Loan Closings, Fund Of Funds, Portfolio Management, Settlement, Cash Management, FX Operations, Corporate Actions, Partnership Accounting, Financial Services, Management, Microsoft Excel, Advent, Bloomberg, Derivatives, TRS, Valuation, Global Custody, Securities, Equities, Strategic Leadership, Investments, Wall Street Office (WSO), Portia, ClearPar, Team Leadership
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor's Degree, Business Administration, Economics
SS&C GlobeOp May 2012 - Present
Stone Harbor Investment Partners October 2011 - May 2012
State Street June 2007 - October 2011
Investors Bank & Trust January 2004 - June 2007
Skills
Fixed Income, Fund Accounting, Mutual Funds, CLO, Back Office, Fund Administration, Hedge Funds, Middle Office, Alternative Investments, Trade Operations, Relationship Management, Loan Closings, Fund Of Funds, Portfolio Management, Settlement, Cash Management, FX Operations, Corporate Actions, Partnership Accounting, Financial Services, Management, Microsoft Excel, Advent, Bloomberg, Derivatives, TRS, Valuation, Global Custody, Securities, Equities, Strategic Leadership, Investments, Wall Street Office (WSO), Portia, ClearPar, Team Leadership
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor's Degree, Business Administration, Economics
Steven Scarlata's Investors Bank & Trust Experience August 2006 - July 2007
Job VP, Investment Operations at State Street, Investment Manager Services
Industry Financial Services
Experience
State Street Investment Manager Services July 2007 - Present
Investors Bank & Trust August 2006 - July 2007
Brown Brothers Harriman 1993 - 2006
Skills
Securities Lending, Corporate Actions, Fund Accounting, Mutual Funds, Securities, Fixed Income, Global Custody, Middle Office, Equities, Financial Services, FX Options, Derivatives, Settlement, Trading Systems, Back Office
Education
University of Massachusetts Boston 1987 — 1991
State Street Investment Manager Services July 2007 - Present
Investors Bank & Trust August 2006 - July 2007
Brown Brothers Harriman 1993 - 2006
Skills
Securities Lending, Corporate Actions, Fund Accounting, Mutual Funds, Securities, Fixed Income, Global Custody, Middle Office, Equities, Financial Services, FX Options, Derivatives, Settlement, Trading Systems, Back Office
Education
University of Massachusetts Boston 1987 — 1991
Robin Sarkar's Investors Bank & Trust Experience April 2000 - June 2007
Job Relationship Executive Mutual Funds & Alternative Investments
Industry Financial Services
Experience
State Street Corporation July 2007 - Present
Investors Bank & Trust April 2000 - June 2007
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fund Accounting, Client Service
Education
Ontario Institute of Chartered Accountants
Chartered Accountant, Accounting, Audit & Tax
University of Illinois at Urbana-Champaign
Certified Public Accountant, Accounting
University of Toronto
Bachelor of Commerce, Majors in Accounting & Economics
State Street Corporation July 2007 - Present
Investors Bank & Trust April 2000 - June 2007
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fund Accounting, Client Service
Education
Ontario Institute of Chartered Accountants
Chartered Accountant, Accounting, Audit & Tax
University of Illinois at Urbana-Champaign
Certified Public Accountant, Accounting
University of Toronto
Bachelor of Commerce, Majors in Accounting & Economics
John Koritkoski's Investors Bank & Trust Experience 1998 - June 2007
Job Vice President at State Street Bank
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust 1998 - June 2007
Education
University of Massachusetts, Amherst 1993 — 1997
State Street July 2007 - Present
Investors Bank & Trust 1998 - June 2007
Education
University of Massachusetts, Amherst 1993 — 1997
John Riley's Investors Bank & Trust Experience 2006 - 2008
Job Chief Marketing Officer at DST Systems
Industry Marketing and Advertising
Experience
DST Systems January 2014 - Present
Brown Brothers Harriman 2011 - 2013
Keane (now NTT Data) 2008 - 2010
Investors Bank & Trust 2006 - 2008
TriSixty Security 2004 - 2006
State Street 1997 - 2003
Malden Mills 1995 - 1997
Polaroid 1991 - 1995
Guest Quarters Suite Hotels 1989 - 1991
Hunneman & Company/Better Homes and Gardens 1987 - 1989
Education
University of Massachusetts, Amherst
B.A., English
DST Systems January 2014 - Present
Brown Brothers Harriman 2011 - 2013
Keane (now NTT Data) 2008 - 2010
Investors Bank & Trust 2006 - 2008
TriSixty Security 2004 - 2006
State Street 1997 - 2003
Malden Mills 1995 - 1997
Polaroid 1991 - 1995
Guest Quarters Suite Hotels 1989 - 1991
Hunneman & Company/Better Homes and Gardens 1987 - 1989
Education
University of Massachusetts, Amherst
B.A., English
Christine Lennon's Investors Bank & Trust Experience September 2004 - April 2005
Job at
Industry Hospital & Health Care
Experience
BID Milton Hospital July 2013 - Present
State Street Corporation April 2009 - Present
State Street Corp June 2007 - April 2009
Granite Telecommunications February 2006 - June 2007
Robert Half Finance & Accounting April 2005 - December 2005
Investors Bank & Trust September 2004 - April 2005
AIG February 2003 - September 2004
Education
Signature Healthcare Brockton Hospital School of Nursing 2010 — 2014
Registered Nurse, Registered Nursing/Registered Nurse
University of Massachusetts Dartmouth 1996 — 2000
Bachelor of Science, Business Management
BID Milton Hospital July 2013 - Present
State Street Corporation April 2009 - Present
State Street Corp June 2007 - April 2009
Granite Telecommunications February 2006 - June 2007
Robert Half Finance & Accounting April 2005 - December 2005
Investors Bank & Trust September 2004 - April 2005
AIG February 2003 - September 2004
Education
Signature Healthcare Brockton Hospital School of Nursing 2010 — 2014
Registered Nurse, Registered Nursing/Registered Nurse
University of Massachusetts Dartmouth 1996 — 2000
Bachelor of Science, Business Management
Sherry Carney's Investors Bank & Trust Experience 1995 - 1997
Job Data Analyst at Liberty Mutual
Industry Computer Software
Experience
Liberty Mutual August 2011 - Present
Fidelity Investments 1999 - August 2011
DST Technologies 1997 - September 1999
Investors Bank & Trust 1995 - 1997
Skills
Data Warehousing, DB2, Data Modeling, Requirements Gathering, SDLC, Requirements Analysis, SQL, ETL, COBOL, Software Project..., Data Integration, Database Design, SharePoint, Systems Analysis, Business Analysis, Informatica
Education
University of Connecticut 1974 — 1976
Liberty Mutual August 2011 - Present
Fidelity Investments 1999 - August 2011
DST Technologies 1997 - September 1999
Investors Bank & Trust 1995 - 1997
Skills
Data Warehousing, DB2, Data Modeling, Requirements Gathering, SDLC, Requirements Analysis, SQL, ETL, COBOL, Software Project..., Data Integration, Database Design, SharePoint, Systems Analysis, Business Analysis, Informatica
Education
University of Connecticut 1974 — 1976
Rick Lowry's Investors Bank & Trust Experience 1990 - 1994
Job Sr. Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Fidelity Investments April 2009 - September 2013
Wellington Management Company October 2006 - December 2008
Fidelity Investments August 1994 - October 2006
MacGregor 2000 - 2001
Investors Bank & Trust 1990 - 1994
Skills
Business Analysis, Project Management, Market Data, Corporate Actions, Trading Systems, Agile & Waterfall..., Product Management, Equity Derivatives, Credit Derivatives, Portfolio Management, Project Portfolio..., Equities, Fixed Income, Derivatives, Systems Analysis, Testing, Agile Methodolgy, Vendor Management, SDLC, Analysis, Agile Methodologies, Financial Services, Requirements Gathering, Agile Project Management, Software Project..., Business Requirements, Requirements Analysis, Back Office, Fund Accounting, Securities, Mutual Funds, Bloomberg
Education
University of Massachusetts Dartmouth
Fidelity Investments August 2014 - Present
Fidelity Investments August 2013 - August 2014
Fidelity Investments April 2009 - September 2013
Wellington Management Company October 2006 - December 2008
Fidelity Investments August 1994 - October 2006
MacGregor 2000 - 2001
Investors Bank & Trust 1990 - 1994
Skills
Business Analysis, Project Management, Market Data, Corporate Actions, Trading Systems, Agile & Waterfall..., Product Management, Equity Derivatives, Credit Derivatives, Portfolio Management, Project Portfolio..., Equities, Fixed Income, Derivatives, Systems Analysis, Testing, Agile Methodolgy, Vendor Management, SDLC, Analysis, Agile Methodologies, Financial Services, Requirements Gathering, Agile Project Management, Software Project..., Business Requirements, Requirements Analysis, Back Office, Fund Accounting, Securities, Mutual Funds, Bloomberg
Education
University of Massachusetts Dartmouth
Vasilika Polena's Investors Bank & Trust Experience Account ManagerState Street Bank2006 - Present
Job Account Manager at Investors Bank & Trust
Industry Financial Services
Experience
Investors Bank & Trust Account ManagerState Street Bank2006 - Present
State Street 2006 - Present
Education
University of Massachusetts Boston
Investors Bank & Trust Account ManagerState Street Bank2006 - Present
State Street 2006 - Present
Education
University of Massachusetts Boston
Justin Miller, CFA's Investors Bank & Trust Experience 2001 - 2005
Job Portfolio Specialist at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management April 2014 - Present
MFS Investment Management November 2007 - March 2014
Peak Financial Management, Inc. December 2005 - November 2007
Investors Bank & Trust 2001 - 2005
Skills
Asset Allocation, Due Diligence, Investment Strategies, Investments, Economics, Mutual Funds, Alternative Investments, Series 7
Education
Northeastern University 2011 — 2013
Master of Business Administration (M.B.A.), Marketing
University of Massachusetts Dartmouth
B.S., Finance
Morgan Stanley Investment Management April 2014 - Present
MFS Investment Management November 2007 - March 2014
Peak Financial Management, Inc. December 2005 - November 2007
Investors Bank & Trust 2001 - 2005
Skills
Asset Allocation, Due Diligence, Investment Strategies, Investments, Economics, Mutual Funds, Alternative Investments, Series 7
Education
Northeastern University 2011 — 2013
Master of Business Administration (M.B.A.), Marketing
University of Massachusetts Dartmouth
B.S., Finance
Kristofer Kuckowicz's Investors Bank & Trust Experience September 2004 - June 2005
Job Financial Services Professional
Industry Financial Services
Experience
Etrade Financial 2008 - July 2010
E*TRADE Financial March 2006 - December 2007
E*TRADE Financial September 1999 - March 2006
Investors Bank & Trust September 2004 - June 2005
Education
University of California, Santa Barbara 1997 — 1999
University of California, Santa Barbara 1997 — 1999
Mathematics Economics
Etrade Financial 2008 - July 2010
E*TRADE Financial March 2006 - December 2007
E*TRADE Financial September 1999 - March 2006
Investors Bank & Trust September 2004 - June 2005
Education
University of California, Santa Barbara 1997 — 1999
University of California, Santa Barbara 1997 — 1999
Mathematics Economics
Paul Aparo's Investors Bank & Trust Experience 1995 - 2001
Job Vice President Partner Investments at Bain Capital, LLC
Industry Financial Services
Experience
Bain Capital, LLC August 2001 - Present
Investors Bank & Trust 1995 - 2001
Investors Bank & Trust 1995 - 2001
Skills
Alternative Investments, Asset Management, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Private Equity
Education
University of Massachusetts, Amherst 1991 — 1995
Bain Capital, LLC August 2001 - Present
Investors Bank & Trust 1995 - 2001
Investors Bank & Trust 1995 - 2001
Skills
Alternative Investments, Asset Management, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Private Equity
Education
University of Massachusetts, Amherst 1991 — 1995
Allison (Cheek) Ziff's Investors Bank & Trust Experience August 2002 - December 2004
Job Supervisor Fiduciary Client Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2005 - Present
Brown Brothers Harriman December 2004 - August 2005
Investors Bank & Trust August 2002 - December 2004
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Franklin Templeton Investments September 2005 - Present
Brown Brothers Harriman December 2004 - August 2005
Investors Bank & Trust August 2002 - December 2004
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Daniel Whitman's Investors Bank & Trust Experience October 2006 - January 2008
Job President/CEO Hitman Firearms, LLC
Industry Sporting Goods
Experience
Hitman Firearms, LLC May 2012 - Present
Safe Carry Firearms Training February 2013 - Present
Institute of Contemporary Art/Boston February 2008 - June 2011
SECURITAS February 2008 - September 2009
Gerber Group August 2004 - August 2008
Investors Bank & Trust October 2006 - January 2008
Whiskey Park Boston, MA 2004 - 2008
Skills
Security, PowerPoint, Microsoft Office, Fundraising, Event Management
Education
University of Massachusetts Lowell 2002 — 2006
Hitman Firearms, LLC May 2012 - Present
Safe Carry Firearms Training February 2013 - Present
Institute of Contemporary Art/Boston February 2008 - June 2011
SECURITAS February 2008 - September 2009
Gerber Group August 2004 - August 2008
Investors Bank & Trust October 2006 - January 2008
Whiskey Park Boston, MA 2004 - 2008
Skills
Security, PowerPoint, Microsoft Office, Fundraising, Event Management
Education
University of Massachusetts Lowell 2002 — 2006
Sherwood Rollins's Investors Bank & Trust Experience 2005 - 2005
Job Senior QA Engineer at Radianse
Industry Computer Software
Experience
Radianse September 2012 - January 2013
RSA Security Division of EMC January 2007 - June 2012
SynXis 2006 - 2006
Investors Bank & Trust 2005 - 2005
Liberty Mutual 2001 - 2005
Bow Street Software 2000 - 2001
Avid Technology 1998 - 1999
Cabletron Systems 1990 - 1997
General Electric 1987 - 1990
Skills
Test Automation, Testing, QTP, Quality Center, System Testing, C++, Quality Assurance, Automation, WinRunner, Selenium, PyScripter, Subversion, SQL Server Management...
Education
University of New Hampshire 1982 — 1987
ME, Mechanical Engineering
Oyster River High School 1969 — 1970
Diploma
Radianse September 2012 - January 2013
RSA Security Division of EMC January 2007 - June 2012
SynXis 2006 - 2006
Investors Bank & Trust 2005 - 2005
Liberty Mutual 2001 - 2005
Bow Street Software 2000 - 2001
Avid Technology 1998 - 1999
Cabletron Systems 1990 - 1997
General Electric 1987 - 1990
Skills
Test Automation, Testing, QTP, Quality Center, System Testing, C++, Quality Assurance, Automation, WinRunner, Selenium, PyScripter, Subversion, SQL Server Management...
Education
University of New Hampshire 1982 — 1987
ME, Mechanical Engineering
Oyster River High School 1969 — 1970
Diploma
Andre Robichaud's Investors Bank & Trust Experience June 2006 - April 2007
Job Assistant Vice President Client Services at State Street Bank
Industry Financial Services
Experience
State Street Bank November 2010 - Present
State Street Bank April 2007 - October 2010
Investors Bank & Trust June 2006 - April 2007
Investors Bank & Trust December 2005 - June 2006
Investors Bank & Trust June 2005 - December 2005
Investors Bank & Trust August 2004 - June 2005
Skills
Mutual Funds, Trading, Securities, Investments, Fund Accounting, Accounting, Financial Analysis, Bloomberg
Education
The University of Connecticut 2000 — 2004
Bachelor of Arts (B.A.), Economics
State Street Bank November 2010 - Present
State Street Bank April 2007 - October 2010
Investors Bank & Trust June 2006 - April 2007
Investors Bank & Trust December 2005 - June 2006
Investors Bank & Trust June 2005 - December 2005
Investors Bank & Trust August 2004 - June 2005
Skills
Mutual Funds, Trading, Securities, Investments, Fund Accounting, Accounting, Financial Analysis, Bloomberg
Education
The University of Connecticut 2000 — 2004
Bachelor of Arts (B.A.), Economics
Shannon McDonough's Investors Bank & Trust Experience August 2004 - June 2008
Job Vice President at State Street
Industry Financial Services
Experience
State Street July 2008 - Present
Investors Bank & Trust August 2004 - June 2008
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, Securities, Fund Accounting, Derivatives, Corporate Actions, Financial Services, Back Office, Middle Office, Global Custody, Business Analysis, Fund Administration, Asset Management, Hedge Funds, Settlement, Financial Analysis, FX Options, Process Improvement
Education
University of Massachusetts Boston 1998 — 2001
Bachelor of Arts (BA), Political Science and Government
State Street July 2008 - Present
Investors Bank & Trust August 2004 - June 2008
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, Securities, Fund Accounting, Derivatives, Corporate Actions, Financial Services, Back Office, Middle Office, Global Custody, Business Analysis, Fund Administration, Asset Management, Hedge Funds, Settlement, Financial Analysis, FX Options, Process Improvement
Education
University of Massachusetts Boston 1998 — 2001
Bachelor of Arts (BA), Political Science and Government
Alison Genest's Investors Bank & Trust Experience April 2001 - March 2003
Job Sr. Learning & Development Consultant at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2006 - Present
Comverse May 2004 - July 2006
Investors Bank & Trust April 2001 - March 2003
Skills
Organizational..., Leadership Development, Leadership, Staff Development, Onboarding, Human Resources, Training, Succession Planning, Consulting, Talent Acquisition, Training Delivery, Employee Relations, Executive Coaching, Performance Management, Talent Management, Management
Education
University of Massachusetts Lowell
BS, Finance, Psychology
MFS Investment Management July 2006 - Present
Comverse May 2004 - July 2006
Investors Bank & Trust April 2001 - March 2003
Skills
Organizational..., Leadership Development, Leadership, Staff Development, Onboarding, Human Resources, Training, Succession Planning, Consulting, Talent Acquisition, Training Delivery, Employee Relations, Executive Coaching, Performance Management, Talent Management, Management
Education
University of Massachusetts Lowell
BS, Finance, Psychology
Adam Durant's Investors Bank & Trust Experience September 1993 - June 1996
Job Vice President, Operational Risk Manager, Asset Allocation Strategies Group
Industry Investment Management
Experience
Wellington Management March 2013 - Present
Wellington Management November 2007 - March 2013
Wellington Management March 2004 - November 2007
Wellington Management June 1996 - March 2004
Investors Bank & Trust September 1993 - June 1996
Skills
Fixed Income, Equities, Bloomberg, Asset Managment, Alternative Investments, Mutual Funds, Securities, Portfolio Management, Investments, Derivatives, Investment Management, Asset Allocation, Fund Accounting, Financial Services, Back Office, Capital Markets, Risk Management, Bonds
Education
University of Colorado Boulder 1988 — 1992
Wellington Management March 2013 - Present
Wellington Management November 2007 - March 2013
Wellington Management March 2004 - November 2007
Wellington Management June 1996 - March 2004
Investors Bank & Trust September 1993 - June 1996
Skills
Fixed Income, Equities, Bloomberg, Asset Managment, Alternative Investments, Mutual Funds, Securities, Portfolio Management, Investments, Derivatives, Investment Management, Asset Allocation, Fund Accounting, Financial Services, Back Office, Capital Markets, Risk Management, Bonds
Education
University of Colorado Boulder 1988 — 1992
Art Schwartz's Investors Bank & Trust Experience February 2014 - March 2014
Job President/CEO at Image Systems Group
Industry Business Supplies and Equipment
Experience
Image Systems Group January 1988 - Present
Investors Bank & Trust February 2014 - March 2014
Harry Strauss and Sons, Inc. July 1978 - October 1987
Skills
Document Imaging, Managed Print Services, Solution Selling, Sales Process, Selling, Document Management, Sales, Networking, Sales Presentations, Start-ups, Management, Cold Calling, Sales Operations, Leadership, Account Management, Salesforce.com, Sales Management, Direct Sales, Customer Service, Channel Partners, Major Accounts, Professional Services, B2B, New Business Development
Education
University of Delaware 1973 — 2005
None, Business Administration, Present
Image Systems Group January 1988 - Present
Investors Bank & Trust February 2014 - March 2014
Harry Strauss and Sons, Inc. July 1978 - October 1987
Skills
Document Imaging, Managed Print Services, Solution Selling, Sales Process, Selling, Document Management, Sales, Networking, Sales Presentations, Start-ups, Management, Cold Calling, Sales Operations, Leadership, Account Management, Salesforce.com, Sales Management, Direct Sales, Customer Service, Channel Partners, Major Accounts, Professional Services, B2B, New Business Development
Education
University of Delaware 1973 — 2005
None, Business Administration, Present
Graziella Deschineau's Investors Bank & Trust Experience July 2000 - July 2002
Job Director, Project Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley January 2008 - July 2011
Morgan Stanley July 2006 - December 2007
Goldman Sachs September 2005 - June 2006
Wellington Management July 2002 - August 2005
Investors Bank & Trust July 2000 - July 2002
Skills
Financial Services, Project Management, Talent Management, Recruiting, Management, Coordinating Events, Account Management, Strategic Planning, Project Coordination, Diversity & Inclusion, Financial Analysis, Valuation, Investments, Equities, Leadership, Analysis, Finance, Business Analysis, Human Resources, Sales
Education
University of Massachusetts, Amherst 1995 — 2000
BA, Economics
University of Paris IV, Sorbonne University 1999 — 2000
Certificate of French Language and French Civilization, French Studies
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley January 2008 - July 2011
Morgan Stanley July 2006 - December 2007
Goldman Sachs September 2005 - June 2006
Wellington Management July 2002 - August 2005
Investors Bank & Trust July 2000 - July 2002
Skills
Financial Services, Project Management, Talent Management, Recruiting, Management, Coordinating Events, Account Management, Strategic Planning, Project Coordination, Diversity & Inclusion, Financial Analysis, Valuation, Investments, Equities, Leadership, Analysis, Finance, Business Analysis, Human Resources, Sales
Education
University of Massachusetts, Amherst 1995 — 2000
BA, Economics
University of Paris IV, Sorbonne University 1999 — 2000
Certificate of French Language and French Civilization, French Studies
Alison George Kenney's Investors Bank & Trust Experience 2001 - 2003
Job SubSurface Technical Computing Support Engineer
Industry Information Technology and Services
Experience
Shell Oil Company July 2007 - Present
AES 2007 - 2007
bcgi 2002 - 2006
Investors Bank & Trust 2001 - 2003
Education
St Mary's Dominican
University of New Orleans
BA
Shell Oil Company July 2007 - Present
AES 2007 - 2007
bcgi 2002 - 2006
Investors Bank & Trust 2001 - 2003
Education
St Mary's Dominican
University of New Orleans
BA
Alan Hurley's Investors Bank & Trust Experience July 2005 - May 2007
Job Financial Operations Representative II at Liberty Mutual Insurance
Industry Accounting
Experience
Liberty Mutual Insurance April 2013 - Present
Irving Oil December 2008 - June 2012
Citigroup May 2007 - August 2008
Investors Bank & Trust July 2005 - May 2007
Skills
Fixed Assets, Sage FAS, Fixed Asset Depreciation, Oracle Applications, General Ledger, Financial Analysis, Financial Reporting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2005
BA and BS, BA in Economics BS in Business Adminstration focus in Finance
colebrook academy
Liberty Mutual Insurance April 2013 - Present
Irving Oil December 2008 - June 2012
Citigroup May 2007 - August 2008
Investors Bank & Trust July 2005 - May 2007
Skills
Fixed Assets, Sage FAS, Fixed Asset Depreciation, Oracle Applications, General Ledger, Financial Analysis, Financial Reporting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2005
BA and BS, BA in Economics BS in Business Adminstration focus in Finance
colebrook academy
Robert Pieroni's Investors Bank & Trust Experience 1987 - 1995
Job Vice President Director of Investment Operatons
Industry Investment Management
Experience
Eaton Vance January 2015 - Present
Pioneer Investments January 2002 - November 2014
John Hancock 1998 - 2002
Wellington Management 1995 - 1998
Investors Bank & Trust 1987 - 1995
Skills
Relationship Management, Mutual Funds, Investments, Financial Services, Strategic Planning, Business Strategy, New Business Development, Acquisition Integration, Operations Management, Financial Analysis, Management, Asset Management, Investment Management, Finance, Portfolio Management, Equities
Education
University of New Hampshire 2010 — 2012
Executive MBA, Business Administration, 3.95
University of New Hampshire 1984 — 1987
Bachelors, Mathematics
Eaton Vance January 2015 - Present
Pioneer Investments January 2002 - November 2014
John Hancock 1998 - 2002
Wellington Management 1995 - 1998
Investors Bank & Trust 1987 - 1995
Skills
Relationship Management, Mutual Funds, Investments, Financial Services, Strategic Planning, Business Strategy, New Business Development, Acquisition Integration, Operations Management, Financial Analysis, Management, Asset Management, Investment Management, Finance, Portfolio Management, Equities
Education
University of New Hampshire 2010 — 2012
Executive MBA, Business Administration, 3.95
University of New Hampshire 1984 — 1987
Bachelors, Mathematics
Lesley Erikson's Investors Bank & Trust Experience 1999 - 1999
Job Operations Coordinator at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2013 - Present
Cape Cod Five July 2012 - June 2013
Fidelity Investments November 2007 - February 2009
Evergreen Investments December 2005 - November 2007
MFS Investment Management August 2001 - October 2005
MFS Investment Management January 1999 - August 2001
Investors Bank & Trust 1999 - 1999
Skills
Series 63, Public Speaking, Microsoft Office, Investments, Securities, Legal Writing, Mutual Funds, Leadership
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Stifel Financial Corp. June 2013 - Present
Cape Cod Five July 2012 - June 2013
Fidelity Investments November 2007 - February 2009
Evergreen Investments December 2005 - November 2007
MFS Investment Management August 2001 - October 2005
MFS Investment Management January 1999 - August 2001
Investors Bank & Trust 1999 - 1999
Skills
Series 63, Public Speaking, Microsoft Office, Investments, Securities, Legal Writing, Mutual Funds, Leadership
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Andy Barrack-Anidi's Investors Bank & Trust Experience 2005 - 2007
Job Fund Treasury Sr Tax Supervisor at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2011 - Present
State Street August 2008 - June 2011
JP Morgan Chase September 2007 - August 2008
Investors Bank & Trust 2005 - 2007
Skills
Financial Reporting, Tax, Mutual Funds, Hedge Funds, Tax Preparation, Asset Management, Alternative Investments, Tax Research, Accounting, Financial Analysis, SEC filings
Education
University of Massachusetts Boston
BS, Accounting
MFS Investment Management June 2011 - Present
State Street August 2008 - June 2011
JP Morgan Chase September 2007 - August 2008
Investors Bank & Trust 2005 - 2007
Skills
Financial Reporting, Tax, Mutual Funds, Hedge Funds, Tax Preparation, Asset Management, Alternative Investments, Tax Research, Accounting, Financial Analysis, SEC filings
Education
University of Massachusetts Boston
BS, Accounting
Elma Dizdarevic's Investors Bank & Trust Experience July 2002 - December 2004
Job Senior Analyst at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP November 2011 - Present
Ropes & Gray LLP January 2005 - Present
Investors Bank & Trust July 2002 - December 2004
Skills
Legal Writing, Legal Research, Intellectual Property, Patents, Litigation, Patent Prosecution, Due Diligence, Trademarks, Research, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Licensing, Microsoft Word, Editing
Education
University of Massachusetts, Amherst 1998 — 2002
Finance
Ropes & Gray LLP November 2011 - Present
Ropes & Gray LLP January 2005 - Present
Investors Bank & Trust July 2002 - December 2004
Skills
Legal Writing, Legal Research, Intellectual Property, Patents, Litigation, Patent Prosecution, Due Diligence, Trademarks, Research, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Licensing, Microsoft Word, Editing
Education
University of Massachusetts, Amherst 1998 — 2002
Finance
Brenda Mills's Investors Bank & Trust Experience August 2001 - November 2007
Job Senior Client Service Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2012 - Present
Bank of New York Mellon December 2007 - November 2013
Investors Bank & Trust August 2001 - November 2007
Pioneering Services Corporation January 1995 - December 2000
Skills
Financial Services, Mutual Funds, Relationship Management, Securities, Portfolio Management, Banking, Fixed Income, Investments, Equities, Credit, Client Services, Bloomberg, Series 7, Corporate Actions, Hedge Funds
Education
University of Miami
B.A., Sociology
BNY Mellon December 2012 - Present
Bank of New York Mellon December 2007 - November 2013
Investors Bank & Trust August 2001 - November 2007
Pioneering Services Corporation January 1995 - December 2000
Skills
Financial Services, Mutual Funds, Relationship Management, Securities, Portfolio Management, Banking, Fixed Income, Investments, Equities, Credit, Client Services, Bloomberg, Series 7, Corporate Actions, Hedge Funds
Education
University of Miami
B.A., Sociology
Warren Dunigan's Investors Bank & Trust Experience December 2003 - January 2008
Job QA Engineer
Industry Financial Services
Experience
State Street Bank September 2009 - November 2012
Dynamic Capital Mortgage March 2009 - September 2009
State Street Corporation July 2007 - November 2008
Investors Bank & Trust December 2003 - January 2008
Investors Bank & Trust April 2000 - December 2003
Stoneham Bank August 1997 - February 2000
Fleet Bank 1994 - 1997
Independent Contractor 1989 - 1994
Able Appraisal 1984 - 1989
Skills
Visio, Microsoft Excel, Quality Center, Toad, Access, Visual Basic, Oracle, Crystal Reports, .NET, MS Project, Microsoft Word, PowerBuilder, Fund Accounting, Project Management, SDLC, Process Improvement, Agile Methodologies, Business Analysis, Requirements Analysis, SQL
Education
University of Massachusetts at Lowell 1979 — 1984
Bachelor of Arts (BA), Political Science and Government
Westford Academy 1975 — 1979
State Street Bank September 2009 - November 2012
Dynamic Capital Mortgage March 2009 - September 2009
State Street Corporation July 2007 - November 2008
Investors Bank & Trust December 2003 - January 2008
Investors Bank & Trust April 2000 - December 2003
Stoneham Bank August 1997 - February 2000
Fleet Bank 1994 - 1997
Independent Contractor 1989 - 1994
Able Appraisal 1984 - 1989
Skills
Visio, Microsoft Excel, Quality Center, Toad, Access, Visual Basic, Oracle, Crystal Reports, .NET, MS Project, Microsoft Word, PowerBuilder, Fund Accounting, Project Management, SDLC, Process Improvement, Agile Methodologies, Business Analysis, Requirements Analysis, SQL
Education
University of Massachusetts at Lowell 1979 — 1984
Bachelor of Arts (BA), Political Science and Government
Westford Academy 1975 — 1979
Jeffrey Carmignani's Investors Bank & Trust Experience October 2004 - September 2005
Job Vice President, Global Outsourcing Deal Team at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon June 2015 - Present
Bank of New York Mellon June 2013 - June 2015
Bank of New York Mellon January 2010 - June 2013
Bank of New York Mellon October 2005 - January 2010
Investors Bank & Trust October 2004 - September 2005
MFS Investment Management July 1998 - July 2004
Skills
Settlement, Middle Office, Mutual Funds, Fixed Income, Corporate Actions, Back Office, Equities, Securities, Bloomberg, Derivatives, Trading, Alternative Investments, Swaps, Asset Managment, Fund Accounting, FX Options, Financial Services, Asset Allocation, Capital Markets, SWIFT payments
Education
Western New England University 2000 — 2001
MBA, Finance
University of Florida 1995 — 1998
Bachelor of Science, Finance
Bank of New York Mellon June 2015 - Present
Bank of New York Mellon June 2013 - June 2015
Bank of New York Mellon January 2010 - June 2013
Bank of New York Mellon October 2005 - January 2010
Investors Bank & Trust October 2004 - September 2005
MFS Investment Management July 1998 - July 2004
Skills
Settlement, Middle Office, Mutual Funds, Fixed Income, Corporate Actions, Back Office, Equities, Securities, Bloomberg, Derivatives, Trading, Alternative Investments, Swaps, Asset Managment, Fund Accounting, FX Options, Financial Services, Asset Allocation, Capital Markets, SWIFT payments
Education
Western New England University 2000 — 2001
MBA, Finance
University of Florida 1995 — 1998
Bachelor of Science, Finance
Daniel R. Cronin's Investors Bank & Trust Experience May 2007 - July 2008
Job Assistant Vice President at State Street
Industry Accounting
Experience
State Street August 2013 - Present
State Street March 2010 - August 2013
State Street July 2008 - March 2010
Investor's Bank & Trust May 2007 - July 2008
Investors Bank & Trust September 2006 - May 2007
Skills
Equities, Hedge Funds, Reconciliation, Accounting, Auditing, Risk, Mutual Funds, Derivatives, Bloomberg, Fund Accounting, Account Reconciliation, Microsoft Excel, Financial Risk, Financial Analysis, Fixed Income, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BA, Business - Finance
State Street August 2013 - Present
State Street March 2010 - August 2013
State Street July 2008 - March 2010
Investor's Bank & Trust May 2007 - July 2008
Investors Bank & Trust September 2006 - May 2007
Skills
Equities, Hedge Funds, Reconciliation, Accounting, Auditing, Risk, Mutual Funds, Derivatives, Bloomberg, Fund Accounting, Account Reconciliation, Microsoft Excel, Financial Risk, Financial Analysis, Fixed Income, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BA, Business - Finance
David Arwine's Investors Bank & Trust Experience May 2005 - January 2007
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street January 2007 - Present
Investors Bank & Trust May 2005 - January 2007
Investors Bank & Trust May 2004 - May 2005
Investors Bank & Trust April 2002 - May 2004
Skills
Fund Accounting
Education
University of Florida - Warrington College of Business Administration 1993 — 2001
BSBA, Finance
State Street January 2007 - Present
Investors Bank & Trust May 2005 - January 2007
Investors Bank & Trust May 2004 - May 2005
Investors Bank & Trust April 2002 - May 2004
Skills
Fund Accounting
Education
University of Florida - Warrington College of Business Administration 1993 — 2001
BSBA, Finance
Eric Dorman, CFA's Investors Bank & Trust Experience February 2001 - June 2005
Job Assistant Tax Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2006 - Present
State Street June 2005 - September 2006
Investors Bank & Trust February 2001 - June 2005
Skills
Mutual Funds, Financial Reporting, Securities, Excel, Compliance, Fund Administration, Fund Accounting, Tax, Process Improvement, Bloomberg, Bonds, Fixed Income, Equities
Education
University of Massachusetts, Amherst 1996 — 2000
BS
Eaton Vance September 2006 - Present
State Street June 2005 - September 2006
Investors Bank & Trust February 2001 - June 2005
Skills
Mutual Funds, Financial Reporting, Securities, Excel, Compliance, Fund Administration, Fund Accounting, Tax, Process Improvement, Bloomberg, Bonds, Fixed Income, Equities
Education
University of Massachusetts, Amherst 1996 — 2000
BS
Joe Kelleher's Investors Bank & Trust Experience July 2002 - July 2007
Job Project Manager at Liberty Mutual
Industry Information Technology and Services
Experience
Liberty Mutual Investments March 2009 - Present
State Street July 2007 - February 2009
Investors Bank & Trust July 2002 - July 2007
State Street January 2000 - April 2002
State Street August 1998 - January 2000
State Street August 1995 - August 1998
State Street August 1992 - August 1995
Skills
Project Management, Business Analysis, Vendor Management, Process Improvement, Analysis, SharePoint, Financial Services, Derivatives, PMO, Mergers & Acquisitions, Securities, Financial Risk, Investments, Financial Reporting, Hedge Funds, Mutual Funds, Access, Trading, Valuation, Quality Assurance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
B.S. Magna cum Laude, Business Administration and Economics
Liberty Mutual Investments March 2009 - Present
State Street July 2007 - February 2009
Investors Bank & Trust July 2002 - July 2007
State Street January 2000 - April 2002
State Street August 1998 - January 2000
State Street August 1995 - August 1998
State Street August 1992 - August 1995
Skills
Project Management, Business Analysis, Vendor Management, Process Improvement, Analysis, SharePoint, Financial Services, Derivatives, PMO, Mergers & Acquisitions, Securities, Financial Risk, Investments, Financial Reporting, Hedge Funds, Mutual Funds, Access, Trading, Valuation, Quality Assurance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
B.S. Magna cum Laude, Business Administration and Economics
Judith Gillis's Investors Bank & Trust Experience July 2002 - May 2004
Job Business Consultant at John Hancock Financial Services
Industry Information Technology and Services
Experience
John Hancock Financial Services August 2012 - Present
John Hancock Life Insurance Company (U.S.A.) July 2011 - August 2012
Olmstead Associates September 2010 - July 2011
State Street May 2004 - February 2009
Investors Bank & Trust July 2002 - May 2004
State Street May 1998 - April 2002
State Street 1997 - 1998
State Street 1996 - 1997
State Street 1996 - 1996
State Street 1995 - 1996
Skills
Training, Requirements Analysis, Software Documentation, Project Management, Business Analysis, Financial Services, Analysis, Leadership, Business Requirements, Fund Accounting, Investments, Requirements Gathering, Mutual Funds, Asset Management, Testing, Customer Service, SDLC
Education
University of Massachusetts Boston 1989 — 1991
Bachelor of Arts, English
Hull High School
High School, College Prep
John Hancock Financial Services August 2012 - Present
John Hancock Life Insurance Company (U.S.A.) July 2011 - August 2012
Olmstead Associates September 2010 - July 2011
State Street May 2004 - February 2009
Investors Bank & Trust July 2002 - May 2004
State Street May 1998 - April 2002
State Street 1997 - 1998
State Street 1996 - 1997
State Street 1996 - 1996
State Street 1995 - 1996
Skills
Training, Requirements Analysis, Software Documentation, Project Management, Business Analysis, Financial Services, Analysis, Leadership, Business Requirements, Fund Accounting, Investments, Requirements Gathering, Mutual Funds, Asset Management, Testing, Customer Service, SDLC
Education
University of Massachusetts Boston 1989 — 1991
Bachelor of Arts, English
Hull High School
High School, College Prep
Craig Wightman's Investors Bank & Trust Experience September 2001 - October 2005
Job AVP, Senior Business Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2005 - Present
Investors Bank & Trust September 2001 - October 2005
Wellington Management September 2000 - September 2001
PFPC June 1997 - September 2000
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Securities, Financial Services, Back Office, Alternative Investments, Business Analysis, Equity Derivatives, Fund Administration, Vendor Management, Swaps, Requirements Analysis, SQL, Process Improvement, Project Management, Data Warehousing, Integration, Business Process, Change Management, Middle Office
Education
University of Massachusetts Boston 1995 — 1997
BA, Economics
Wellington Management October 2005 - Present
Investors Bank & Trust September 2001 - October 2005
Wellington Management September 2000 - September 2001
PFPC June 1997 - September 2000
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Securities, Financial Services, Back Office, Alternative Investments, Business Analysis, Equity Derivatives, Fund Administration, Vendor Management, Swaps, Requirements Analysis, SQL, Process Improvement, Project Management, Data Warehousing, Integration, Business Process, Change Management, Middle Office
Education
University of Massachusetts Boston 1995 — 1997
BA, Economics
Sharon (Fisher) D'Addio's Investors Bank & Trust Experience December 2002 - August 2005
Job Senior Decision Support Analyst at Children's Hospital Boston
Industry Hospital & Health Care
Experience
Children's Hospital Boston June 2010 - Present
Hallmark Health January 2009 - June 2010
Hallmark Health September 2005 - January 2009
Investors Bank & Trust December 2002 - August 2005
Skills
Financial Analysis, Hospitals, Crystal Reports, Excel, Budgeting, Data Analysis, Analysis, Access, Microsoft Office, Healthcare, Decision Support, Cost Accounting, Budgets, Microsoft Excel, Financial Modeling
Education
University of Massachusetts, Amherst 2012 — 2015
Master's degree, Public Health
University of Massachusetts, Amherst 1998 — 2002
Bachelors, Mathematics and Economics
Children's Hospital Boston June 2010 - Present
Hallmark Health January 2009 - June 2010
Hallmark Health September 2005 - January 2009
Investors Bank & Trust December 2002 - August 2005
Skills
Financial Analysis, Hospitals, Crystal Reports, Excel, Budgeting, Data Analysis, Analysis, Access, Microsoft Office, Healthcare, Decision Support, Cost Accounting, Budgets, Microsoft Excel, Financial Modeling
Education
University of Massachusetts, Amherst 2012 — 2015
Master's degree, Public Health
University of Massachusetts, Amherst 1998 — 2002
Bachelors, Mathematics and Economics
Pat Leland's Investors Bank & Trust Experience 1997 - June 2007
Job Senior Associate at NRS
Industry Banking
Experience
Northeast Retirement Services Senior AssociateState streetJuly 2007 - August 2013
Investors Bank & Trust 1997 - June 2007
Skills
Financial Analysis, Bloomberg, Fixed Income
Education
University of Massachusetts Boston
BA, Mathematics
Northeast Retirement Services Senior AssociateState streetJuly 2007 - August 2013
Investors Bank & Trust 1997 - June 2007
Skills
Financial Analysis, Bloomberg, Fixed Income
Education
University of Massachusetts Boston
BA, Mathematics
Leo Garrido's Investors Bank & Trust Experience March 2001 - January 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street February 2007 - Present
Investors Bank & Trust March 2001 - January 2007
Barclays Global Investors August 1999 - March 2001
Wells Fargo April 1976 - July 1999
Skills
Data Center
Education
University of La Verne 1993 — 1995
BS, Business Management
State Street February 2007 - Present
Investors Bank & Trust March 2001 - January 2007
Barclays Global Investors August 1999 - March 2001
Wells Fargo April 1976 - July 1999
Skills
Data Center
Education
University of La Verne 1993 — 1995
BS, Business Management
Ja'Med Evans's Investors Bank & Trust Experience November 2005 - January 2008
Job Client Service Rep at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2011 - Present
State Street Bank January 2008 - March 2009
Investors Bank & Trust November 2005 - January 2008
Investors Bank & Trust October 2001 - November 2005
Skills
Equities, Fixed Income, Middle Office, Securities, Financial Services, Back Office, Bloomberg, Investments, Mutual Funds, Trading, Settlement
Education
University of Massachusetts, Amherst 1996 — 2000
BA, Economics
J.P. Morgan February 2011 - Present
State Street Bank January 2008 - March 2009
Investors Bank & Trust November 2005 - January 2008
Investors Bank & Trust October 2001 - November 2005
Skills
Equities, Fixed Income, Middle Office, Securities, Financial Services, Back Office, Bloomberg, Investments, Mutual Funds, Trading, Settlement
Education
University of Massachusetts, Amherst 1996 — 2000
BA, Economics
Jonathan Souza, CFA's Investors Bank & Trust Experience May 2007 - January 2008
Job Associate Portfolio Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Eaton Vance April 2013 - March 2015
Eaton Vance April 2012 - April 2013
Eaton Vance April 2011 - April 2012
Eaton Vance June 2008 - April 2011
Investors Bank & Trust May 2007 - January 2008
Skills
Fixed Income, Equities, Portfolio Management
Education
University of Massachusetts Lowell 2004 — 2008
B.S.B.A, Finance
Wells Fargo April 2015 - Present
Eaton Vance April 2013 - March 2015
Eaton Vance April 2012 - April 2013
Eaton Vance April 2011 - April 2012
Eaton Vance June 2008 - April 2011
Investors Bank & Trust May 2007 - January 2008
Skills
Fixed Income, Equities, Portfolio Management
Education
University of Massachusetts Lowell 2004 — 2008
B.S.B.A, Finance
Barry Vallan's Investors Bank & Trust Experience 1993 - 1999
Job Deputy Treasurer BofA Funds at BofA Global Capital Management
Industry Financial Services
Experience
BofA Global Capital Management May 2010 - Present
BofA Global Capital Management May 2010 - Present
Columbia Management February 2006 - April 2010
Columbia Management September 2002 - April 2010
PwC Consulting 1999 - 2002
Investors Bank & Trust 1993 - 1999
Skills
Asset Managment, Mutual Funds, Process Improvement, Accounting, Mergers, Fund Accounting, Management, Financial Services, Fixed Income, Project Management, Investments, Bloomberg, Six Sigma, Asset Management, Mergers & Acquisitions, Leadership, Portfolio Management, Finance
Education
University of Massachusetts Boston
BS, Finance / Marketing
University of Massachusetts, Amherst
BofA Global Capital Management May 2010 - Present
BofA Global Capital Management May 2010 - Present
Columbia Management February 2006 - April 2010
Columbia Management September 2002 - April 2010
PwC Consulting 1999 - 2002
Investors Bank & Trust 1993 - 1999
Skills
Asset Managment, Mutual Funds, Process Improvement, Accounting, Mergers, Fund Accounting, Management, Financial Services, Fixed Income, Project Management, Investments, Bloomberg, Six Sigma, Asset Management, Mergers & Acquisitions, Leadership, Portfolio Management, Finance
Education
University of Massachusetts Boston
BS, Finance / Marketing
University of Massachusetts, Amherst
Chris Yemma's Investors Bank & Trust Experience May 1996 - January 1997
Job Vice President, Compliance Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2010 - Present
PanAgora Asset Management February 2008 - December 2009
Century 21 Oviedo Realty December 2006 - February 2008
Putnam Investment January 1997 - December 2006
Investors Bank & Trust May 1996 - January 1997
Skills
Securities, Investment Compliance, Mutual Funds, Fixed Income, AML, Trading Systems, Risk Management, ETFs, Fund Administration, Fund Of Funds, Investment Advisers Act, Alternative Investments, Capital Markets, Equities
Education
University of Massachusetts at Lowell
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon Wealth Management January 2010 - Present
PanAgora Asset Management February 2008 - December 2009
Century 21 Oviedo Realty December 2006 - February 2008
Putnam Investment January 1997 - December 2006
Investors Bank & Trust May 1996 - January 1997
Skills
Securities, Investment Compliance, Mutual Funds, Fixed Income, AML, Trading Systems, Risk Management, ETFs, Fund Administration, Fund Of Funds, Investment Advisers Act, Alternative Investments, Capital Markets, Equities
Education
University of Massachusetts at Lowell
Bachelor of Business Administration (B.B.A.), Finance
Jennifer Nganga's Investors Bank & Trust Experience January 2007 - July 2007
Job Sr. Financial Analyst at Staples
Industry Retail
Experience
Staples July 2015 - Present
Accountemps June 2014 - July 2015
SS&C Technologies September 2010 - April 2014
State Street Corporation July 2007 - September 2010
Investors Bank & Trust January 2007 - July 2007
Skills
Accounting, Account Reconciliation, Financial Accounting, General Ledger, Month End Close, Financial Reporting, Business Analysis, Financial Analysis, Portfolio Management, Mutual Funds, Finance, Software Implementation, Financial Services, Process Improvement, Equities, Fund Accounting, Bloomberg, Analysis
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (MBA)
NASBA
CPA Exam
Worcester State University
Bachelor of Science
Staples July 2015 - Present
Accountemps June 2014 - July 2015
SS&C Technologies September 2010 - April 2014
State Street Corporation July 2007 - September 2010
Investors Bank & Trust January 2007 - July 2007
Skills
Accounting, Account Reconciliation, Financial Accounting, General Ledger, Month End Close, Financial Reporting, Business Analysis, Financial Analysis, Portfolio Management, Mutual Funds, Finance, Software Implementation, Financial Services, Process Improvement, Equities, Fund Accounting, Bloomberg, Analysis
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (MBA)
NASBA
CPA Exam
Worcester State University
Bachelor of Science
Daniel Bourgeois, CPA's Investors Bank & Trust Experience October 2005 - April 2007
Job Tax Manager at EY
Industry Financial Services
Experience
Ernst & Young October 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company November 2009 - October 2011
International Fund Services (NA) LLC, A State Street Company March 2007 - October 2009
Investors Bank & Trust October 2005 - April 2007
Skills
Financial Analysis, Excel, Tax, Process Improvement, Accounting, Account Reconciliation, Analysis, Project Management, Equities, Mutual Funds, Financial Services, Asset Managment, Securities, Hedge Funds, Fund Accounting, Investments, Alternative Investments, Fixed Income, Derivatives, Finance, Options, Swaps, Fund Of Funds, Tax Accounting, Tax Preparation, CPA, Valuation, Partnership Taxation, Income Tax, Big 4, Tax Research, Bonds
Education
Bentley University 2010 — 2012
MSA, Accountancy, 3.71 GPA
University of Massachusetts, Amherst 2000 — 2004
Bachelors Degree, Business Administration
Ernst & Young October 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company November 2009 - October 2011
International Fund Services (NA) LLC, A State Street Company March 2007 - October 2009
Investors Bank & Trust October 2005 - April 2007
Skills
Financial Analysis, Excel, Tax, Process Improvement, Accounting, Account Reconciliation, Analysis, Project Management, Equities, Mutual Funds, Financial Services, Asset Managment, Securities, Hedge Funds, Fund Accounting, Investments, Alternative Investments, Fixed Income, Derivatives, Finance, Options, Swaps, Fund Of Funds, Tax Accounting, Tax Preparation, CPA, Valuation, Partnership Taxation, Income Tax, Big 4, Tax Research, Bonds
Education
Bentley University 2010 — 2012
MSA, Accountancy, 3.71 GPA
University of Massachusetts, Amherst 2000 — 2004
Bachelors Degree, Business Administration
Masa Masamuna's Investors Bank & Trust Experience January 2006 - October 2007
Job Fund Administrator
Industry Financial Services
Experience
JP Morgan Chase October 2007 - September 2009
Investors Bank & Trust January 2006 - October 2007
Education
University of Massachusetts Boston 2001 — 2005
Bachelor of Science, Accounting
JP Morgan Chase October 2007 - September 2009
Investors Bank & Trust January 2006 - October 2007
Education
University of Massachusetts Boston 2001 — 2005
Bachelor of Science, Accounting
Ron Mainville's Investors Bank & Trust Experience August 2005 - July 2007
Job
Industry Financial Services
Experience
State Street Corp July 2007 - November 2011
Investors Bank & Trust August 2005 - July 2007
Fidelity Investments July 1998 - June 2004
Education
Western New England College 1976 — 1977
MBA, Business
University of Massachusetts, Amherst
Bachelors of Science, Management
State Street Corp July 2007 - November 2011
Investors Bank & Trust August 2005 - July 2007
Fidelity Investments July 1998 - June 2004
Education
Western New England College 1976 — 1977
MBA, Business
University of Massachusetts, Amherst
Bachelors of Science, Management
Jerry Fang's Investors Bank & Trust Experience April 2006 - October 2007
Job AT at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2011 - Present
State Street Bank October 2007 - December 2010
Investors Bank & Trust April 2006 - October 2007
Skills
Fund Administration, Budgets, Financial Reporting, Mutual Funds, Fixed Income, Equities, Bloomberg, Fund Accounting, Securities, Reuters, NASDAQ, Time Management, SEC filings, Compliance, Critical Thinking, Multi-tasking Skills, Project Management, Financial Analysis, Financial Services, Investments
Education
University of Massachusetts, Amherst 2001 — 2005
BS Economics
Brown Brothers Harriman July 2011 - Present
State Street Bank October 2007 - December 2010
Investors Bank & Trust April 2006 - October 2007
Skills
Fund Administration, Budgets, Financial Reporting, Mutual Funds, Fixed Income, Equities, Bloomberg, Fund Accounting, Securities, Reuters, NASDAQ, Time Management, SEC filings, Compliance, Critical Thinking, Multi-tasking Skills, Project Management, Financial Analysis, Financial Services, Investments
Education
University of Massachusetts, Amherst 2001 — 2005
BS Economics
Dominic Santarsiere's Investors Bank & Trust Experience September 2004 - May 2006
Job Technical Project Manager at Accenture
Industry Information Technology and Services
Experience
Accenture April 2014 - Present
Independent Consultant January 2013 - December 2013
Pro Guide Direct February 2013 - November 2013
Circ May 2011 - June 2013
Resort Technology Partners September 2010 - May 2011
Deloitte Consulting May 2006 - July 2009
Investors Bank & Trust September 2004 - May 2006
Collaborative Consulting July 2003 - September 2004
TRC Companies, Inc. April 2002 - July 2003
Accenture June 1997 - March 2001
Skills
Program Management, Project Management, Business Analysis, Requirements Analysis, Business Intelligence, Change Management, SDLC, Analytics, Agile Methodologies, Project Planning, Software Project..., Business Development
Education
University of Massachusetts, Amherst 1991 — 1996
BS, Civil & Environmental Engineering
Accenture April 2014 - Present
Independent Consultant January 2013 - December 2013
Pro Guide Direct February 2013 - November 2013
Circ May 2011 - June 2013
Resort Technology Partners September 2010 - May 2011
Deloitte Consulting May 2006 - July 2009
Investors Bank & Trust September 2004 - May 2006
Collaborative Consulting July 2003 - September 2004
TRC Companies, Inc. April 2002 - July 2003
Accenture June 1997 - March 2001
Skills
Program Management, Project Management, Business Analysis, Requirements Analysis, Business Intelligence, Change Management, SDLC, Analytics, Agile Methodologies, Project Planning, Software Project..., Business Development
Education
University of Massachusetts, Amherst 1991 — 1996
BS, Civil & Environmental Engineering
Sean Molina's Investors Bank & Trust Experience September 2002 - October 2003
Job Vice President Trade Floor Supervision, BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets June 2014 - Present
Infinium Capital Management September 2013 - March 2014
INTL FCStone Markets, LLC June 2007 - September 2013
Ketch Capital Management, LLC October 2003 - June 2007
Investors Bank & Trust September 2002 - October 2003
ECHL 2000 - 2002
Skills
Trading, Derivatives, Portfolio Management, Options, Financial Analysis, Hedging, Alternative Investments, Financial Markets, Electronic Trading, Business Strategy, Trading Systems, Commodity Markets, Business Planning, Budgets, Project Management, Commodity, Hedge Funds, Risk Management, FX Options, Proprietary Trading, Equities, Investments, Contract Negotiation, Currency, Commodity Risk..., Trading Strategies, Capital Markets, Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1996 — 2000
BBA, Finance and Economics
BMO Capital Markets June 2014 - Present
Infinium Capital Management September 2013 - March 2014
INTL FCStone Markets, LLC June 2007 - September 2013
Ketch Capital Management, LLC October 2003 - June 2007
Investors Bank & Trust September 2002 - October 2003
ECHL 2000 - 2002
Skills
Trading, Derivatives, Portfolio Management, Options, Financial Analysis, Hedging, Alternative Investments, Financial Markets, Electronic Trading, Business Strategy, Trading Systems, Commodity Markets, Business Planning, Budgets, Project Management, Commodity, Hedge Funds, Risk Management, FX Options, Proprietary Trading, Equities, Investments, Contract Negotiation, Currency, Commodity Risk..., Trading Strategies, Capital Markets, Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1996 — 2000
BBA, Finance and Economics
Erica Ryan's Investors Bank & Trust Experience 1998 - 2003
Job Associate Director, HR Business Partner at Sunovion Pharmaceuticals Inc.
Industry Pharmaceuticals
Experience
Sunovion Pharmaceuticals Inc. October 2013 - Present
Sunovion Pharmaceuticals Inc. December 2012 - September 2013
Covidien November 2008 - December 2012
EMD Serono 2004 - 2008
Investors Bank & Trust 1998 - 2003
Skills
Policy, Benefits, Talent Management, Employee Benefits, Employee Relations, Performance Management, Compensation, Organizational..., Coaching, Compliance, Manufacturing, Deferred Compensation, Strategy, Succession Planning, Onboarding, HRIS, Talent Acquisition, Employee Engagement, Workforce Planning, HR Policies, Benefits Administration, College Recruiting, Organizational Design, Applicant Tracking..., Compensation & Benefit, Personnel Management, Human Resources, Organizational..., PeopleSoft, Recruiting, Interviews, FMLA, Employee Training, Executive Pay, Hiring, Employment Law, New Hire Orientations, Labor Relations, Career Development, Job Descriptions, HR Consulting, Sourcing, Internet Recruiting, Employer Branding, Strategic HR, Temporary Placement, Technical Recruiting, Incentive Programs, Taleo, Compensation & Benefits
Education
University of Cincinnati
BA
Sunovion Pharmaceuticals Inc. October 2013 - Present
Sunovion Pharmaceuticals Inc. December 2012 - September 2013
Covidien November 2008 - December 2012
EMD Serono 2004 - 2008
Investors Bank & Trust 1998 - 2003
Skills
Policy, Benefits, Talent Management, Employee Benefits, Employee Relations, Performance Management, Compensation, Organizational..., Coaching, Compliance, Manufacturing, Deferred Compensation, Strategy, Succession Planning, Onboarding, HRIS, Talent Acquisition, Employee Engagement, Workforce Planning, HR Policies, Benefits Administration, College Recruiting, Organizational Design, Applicant Tracking..., Compensation & Benefit, Personnel Management, Human Resources, Organizational..., PeopleSoft, Recruiting, Interviews, FMLA, Employee Training, Executive Pay, Hiring, Employment Law, New Hire Orientations, Labor Relations, Career Development, Job Descriptions, HR Consulting, Sourcing, Internet Recruiting, Employer Branding, Strategic HR, Temporary Placement, Technical Recruiting, Incentive Programs, Taleo, Compensation & Benefits
Education
University of Cincinnati
BA
Jeffrey Cutler's Investors Bank & Trust Experience August 2002 - April 2004
Job Vice President, Business Consulting at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2014 - Present
LPL Financial February 2013 - August 2014
LPL Financial December 2011 - January 2013
LPL Financial February 2011 - December 2011
LPL Financial April 2010 - January 2011
LPL Financial September 2007 - March 2010
LPL Financial July 2005 - August 2007
Investors Bank & Trust August 2002 - April 2004
Skills
Series 7, Series 63
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science Degree, Sport Management
LPL Financial September 2014 - Present
LPL Financial February 2013 - August 2014
LPL Financial December 2011 - January 2013
LPL Financial February 2011 - December 2011
LPL Financial April 2010 - January 2011
LPL Financial September 2007 - March 2010
LPL Financial July 2005 - August 2007
Investors Bank & Trust August 2002 - April 2004
Skills
Series 7, Series 63
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science Degree, Sport Management
Connie Fitzpatrick's Investors Bank & Trust Experience January 2000 - November 2002
Job Vice President, Mutual Fund Administration at State Street Bank
Industry Financial Services
Experience
State Street Bank May 2011 - Present
State Street Bank & Trust Company January 2006 - May 2011
State Street Bank & Trust Company November 2002 - January 2006
State Street Bank & Trust Company January 2000 - November 2002
Investors Bank & Trust January 2000 - November 2002
First Data Corporation January 1998 - December 1999
First Data Corporation June 1996 - January 1998
State Street Bank & Trust Company May 1994 - June 1996
Skills
Financial Reporting, Mutual Funds, Fund Administration, SEC reporting, Investment Operations, Internal Controls, Accounting, Financial Statements, US GAAP, Risk Management, Investments, SEC filings, Financial Services
Education
University of Massachusetts Lowell 1988 — 1992
Bachelor of Science, Marketing
State Street Bank May 2011 - Present
State Street Bank & Trust Company January 2006 - May 2011
State Street Bank & Trust Company November 2002 - January 2006
State Street Bank & Trust Company January 2000 - November 2002
Investors Bank & Trust January 2000 - November 2002
First Data Corporation January 1998 - December 1999
First Data Corporation June 1996 - January 1998
State Street Bank & Trust Company May 1994 - June 1996
Skills
Financial Reporting, Mutual Funds, Fund Administration, SEC reporting, Investment Operations, Internal Controls, Accounting, Financial Statements, US GAAP, Risk Management, Investments, SEC filings, Financial Services
Education
University of Massachusetts Lowell 1988 — 1992
Bachelor of Science, Marketing
Mike Kodish's Investors Bank & Trust Experience December 2005 - June 2007
Job Sales Representative at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific January 2011 - Present
Boston Scientific December 2008 - December 2010
Daiichi Sankyo July 2007 - December 2008
Investors Bank & Trust December 2005 - June 2007
Skills
Interventional..., Cardiac Rhythm..., Medical Devices, Cath Lab, Operating Room, Sales Operations, Surgeons, Cardiology, Hospitals
Education
University of Connecticut 2001 — 2005
BA, Economics
Boston Scientific January 2011 - Present
Boston Scientific December 2008 - December 2010
Daiichi Sankyo July 2007 - December 2008
Investors Bank & Trust December 2005 - June 2007
Skills
Interventional..., Cardiac Rhythm..., Medical Devices, Cath Lab, Operating Room, Sales Operations, Surgeons, Cardiology, Hospitals
Education
University of Connecticut 2001 — 2005
BA, Economics
David Meaney's Investors Bank & Trust Experience January 2001 - December 2003
Job Recruiting Manager at KBW Financial Staffing & Recruiting (603) 7922345
Industry Staffing and Recruiting
Experience
KBW Financial Staffing & Recruiting December 2014 - Present
RETAIL POSITIONS December 2012 - November 2014
Robert Half Finance & Accounting December 2010 - December 2012
Transworld Systems December 2003 - November 2010
Investors Bank & Trust January 2001 - December 2003
Gold's Gym 2000 - 2001
MEDITECH 1998 - 1999
Skills
Recruiting, Interviews, Sales, Accounting, Finance, Retail, Marketing, Interview Preparation, Financial Services, Operations Management, Client Development, Sourcing, New Business Development, Job Descriptions, Customer Satisfaction, Permanent Placement, Internet Recruiting, Talent Acquisition, Negotiation, Business Development, Job Matching, Reference Checking, Collections, Personal Training, Fund Accounting, Profit Maximization, Business Networking, Cold Calling, Talent Management, Skip Tracing, FDCPA, Corporate Finance, Online Retail, Geocoding, Screening Resumes, Resume Writing, Screening, Resume, Account Management
Education
University of New Hampshire 1993 — 1998
Kinesiology, Sports Marketing
St. Dominic's Regional High School 1989 — 1993
KBW Financial Staffing & Recruiting December 2014 - Present
RETAIL POSITIONS December 2012 - November 2014
Robert Half Finance & Accounting December 2010 - December 2012
Transworld Systems December 2003 - November 2010
Investors Bank & Trust January 2001 - December 2003
Gold's Gym 2000 - 2001
MEDITECH 1998 - 1999
Skills
Recruiting, Interviews, Sales, Accounting, Finance, Retail, Marketing, Interview Preparation, Financial Services, Operations Management, Client Development, Sourcing, New Business Development, Job Descriptions, Customer Satisfaction, Permanent Placement, Internet Recruiting, Talent Acquisition, Negotiation, Business Development, Job Matching, Reference Checking, Collections, Personal Training, Fund Accounting, Profit Maximization, Business Networking, Cold Calling, Talent Management, Skip Tracing, FDCPA, Corporate Finance, Online Retail, Geocoding, Screening Resumes, Resume Writing, Screening, Resume, Account Management
Education
University of New Hampshire 1993 — 1998
Kinesiology, Sports Marketing
St. Dominic's Regional High School 1989 — 1993
Frank Donohue's Investors Bank & Trust Experience 2005 - 2007
Job Vice President Assistant Department Head Global ETF Servicing at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2007 - Present
Investors Bank & Trust 2005 - 2007
State Street 1989 - 2005
Skills
Fund Accounting, ETFs, Mutual Funds, Fixed Income, Securities, Investments, Client Services, Fund Of Funds, Portfolio Management, Management, Relationship Management, Derivatives, Asset Management, Equities, Bloomberg, Hedge Funds, Project Management, Risk Management, Business Requirements, Budgeting, Financial Services
Education
University of Massachusetts, Amherst
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2007 - Present
Investors Bank & Trust 2005 - 2007
State Street 1989 - 2005
Skills
Fund Accounting, ETFs, Mutual Funds, Fixed Income, Securities, Investments, Client Services, Fund Of Funds, Portfolio Management, Management, Relationship Management, Derivatives, Asset Management, Equities, Bloomberg, Hedge Funds, Project Management, Risk Management, Business Requirements, Budgeting, Financial Services
Education
University of Massachusetts, Amherst
Michael DeNorscia's Investors Bank & Trust Experience September 1992 - December 1994
Job Senior Investment Operations Professional
Industry Financial Services
Experience
Accenture April 2010 - Present
Samoset Capital Group July 2008 - April 2010
GMO November 2004 - July 2008
JPMorgan Chase November 2001 - November 2004
Wellington Management December 1998 - November 2001
State Street Bank March 1998 - December 1998
Fleet Bank March 1996 - March 1998
Fleet Bank December 1994 - March 1996
Investors Bank & Trust September 1992 - December 1994
Fleet Bank (formerly Bank of New England) October 1991 - September 1992
Skills
Vendor Management, Hedge Funds, Asset Managment, Business Process...
Education
University of Massachusetts at Lowell
BS - Business Management
Accenture April 2010 - Present
Samoset Capital Group July 2008 - April 2010
GMO November 2004 - July 2008
JPMorgan Chase November 2001 - November 2004
Wellington Management December 1998 - November 2001
State Street Bank March 1998 - December 1998
Fleet Bank March 1996 - March 1998
Fleet Bank December 1994 - March 1996
Investors Bank & Trust September 1992 - December 1994
Fleet Bank (formerly Bank of New England) October 1991 - September 1992
Skills
Vendor Management, Hedge Funds, Asset Managment, Business Process...
Education
University of Massachusetts at Lowell
BS - Business Management
Alex Mazza's Investors Bank & Trust Experience June 2007 - July 2007
Job Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management May 2015 - Present
SCS Financial February 2011 - May 2015
State Street June 2007 - February 2011
Investors Bank & Trust June 2007 - July 2007
University of Massachusetts Amherst September 2006 - May 2007
Skills
ETFs, Bloomberg, Advent, Asset Allocation, Trading, Best Execution, Microsoft Excel, Due Diligence, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Limited Partnerships, Asset Management, Investments
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Windhaven Investment Management May 2015 - Present
SCS Financial February 2011 - May 2015
State Street June 2007 - February 2011
Investors Bank & Trust June 2007 - July 2007
University of Massachusetts Amherst September 2006 - May 2007
Skills
ETFs, Bloomberg, Advent, Asset Allocation, Trading, Best Execution, Microsoft Excel, Due Diligence, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Limited Partnerships, Asset Management, Investments
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Greig Guluzian's Investors Bank & Trust Experience June 2006 - May 2007
Job Financial Reporting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - Present
State Street Bank September 2012 - May 2014
State Street April 2011 - September 2012
State Street June 2007 - March 2011
Investors Bank & Trust June 2006 - May 2007
Skills
Financial Statements, Fund Accounting, Fund Administration, Fixed Income, Euroclear, Bloomberg, Mutual Funds, Corporate Actions, Fund Of Funds, Transfer Agency, Account Reconciliation, Foreign Exchange, Financial Modeling, Bloomberg Terminal, Swaps, SWIFT payments, Options
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Finance
Brown Brothers Harriman May 2014 - Present
State Street Bank September 2012 - May 2014
State Street April 2011 - September 2012
State Street June 2007 - March 2011
Investors Bank & Trust June 2006 - May 2007
Skills
Financial Statements, Fund Accounting, Fund Administration, Fixed Income, Euroclear, Bloomberg, Mutual Funds, Corporate Actions, Fund Of Funds, Transfer Agency, Account Reconciliation, Foreign Exchange, Financial Modeling, Bloomberg Terminal, Swaps, SWIFT payments, Options
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Finance
Sisi Kongaika's Investors Bank & Trust Experience 2006 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
International Fund Services (Ireland) Ltd, A State Street Company 2008 - 2009
Investors Bank & Trust 2006 - 2008
State Street Bank 1999 - 2006
Education
University of Utah
BS, Economics
University of Oregon 1992 — 1995
General Studies
International Fund Services (Ireland) Ltd, A State Street Company 2008 - 2009
Investors Bank & Trust 2006 - 2008
State Street Bank 1999 - 2006
Education
University of Utah
BS, Economics
University of Oregon 1992 — 1995
General Studies
Ruby Chukwuelue's Investors Bank & Trust Experience 1999 - 2004
Job High School Math Teacher
Industry Education Management
Experience
SALINAS HIGH SCHOOL August 2012 - Present
Oasis Charter Public School August 2011 - June 2012
Norfolk Public Schools August 2010 - June 2011
University Instructors January 2010 - June 2010
Investors Bank & Trust 1999 - 2004
Skills
Teaching, Customer Service, Excel, Microsoft Office, PowerPoint, Word, Administration, Classroom Instruction, Customer Relations, Lesson Planning, Classroom Management, K-12, Educational Technology, Outlook, Tutoring, CLAD- Certified English...
Education
Regent University School of Education 2010 — 2012
Masters in Education, Curriculum and instruction
University of Massachusetts Boston 1997 — 2005
Operations Management Information System, Information system
SALINAS HIGH SCHOOL August 2012 - Present
Oasis Charter Public School August 2011 - June 2012
Norfolk Public Schools August 2010 - June 2011
University Instructors January 2010 - June 2010
Investors Bank & Trust 1999 - 2004
Skills
Teaching, Customer Service, Excel, Microsoft Office, PowerPoint, Word, Administration, Classroom Instruction, Customer Relations, Lesson Planning, Classroom Management, K-12, Educational Technology, Outlook, Tutoring, CLAD- Certified English...
Education
Regent University School of Education 2010 — 2012
Masters in Education, Curriculum and instruction
University of Massachusetts Boston 1997 — 2005
Operations Management Information System, Information system
Luke Stankowski's Investors Bank & Trust Experience February 2007 - May 2010
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
State Street Bank June 2012 - September 2013
State Street Bank May 2010 - June 2012
Investors Bank & Trust February 2007 - May 2010
Skills
Outlook, Customer Service, Research, Economic Data Analysis, Public Speaking, Equities, Teamwork, Fund Accounting, Data Analysis
Education
University of Massachusetts, Amherst 2002 — 2007
Bachelor's degree, Economics & Legal Studies Dual Major
J.P. Morgan October 2013 - Present
State Street Bank June 2012 - September 2013
State Street Bank May 2010 - June 2012
Investors Bank & Trust February 2007 - May 2010
Skills
Outlook, Customer Service, Research, Economic Data Analysis, Public Speaking, Equities, Teamwork, Fund Accounting, Data Analysis
Education
University of Massachusetts, Amherst 2002 — 2007
Bachelor's degree, Economics & Legal Studies Dual Major
Norma Jean Bosen's Investors Bank & Trust Experience 1988 - 1994
Job Director of Operations Portsmouth Housing Authority
Industry Government Administration
Experience
Portsmouth Housing Authority July 2012 - Present
Bosen & Associates P.L.L January 2005 - Present
Bean Group Title June 2009 - July 2012
Investors Bank & Trust 1988 - 1994
Skills
Administration, Customer Service, Finance, Budgets, Accounting, Marketing, Real Estate, Management, Marketing Strategy, Payroll, Financial Analysis, General Ledger, Human Resources, Event Planning, Strategic Planning
Education
University of Massachusetts, Amherst
B.A., Communications
Portsmouth Housing Authority July 2012 - Present
Bosen & Associates P.L.L January 2005 - Present
Bean Group Title June 2009 - July 2012
Investors Bank & Trust 1988 - 1994
Skills
Administration, Customer Service, Finance, Budgets, Accounting, Marketing, Real Estate, Management, Marketing Strategy, Payroll, Financial Analysis, General Ledger, Human Resources, Event Planning, Strategic Planning
Education
University of Massachusetts, Amherst
B.A., Communications
Karin Bacon's Investors Bank & Trust Experience May 2005 - October 2007
Job Assistant Vice President at State Street Bank
Industry Financial Services
Experience
State Street March 2012 - Present
State Street October 2007 - March 2012
Investors Bank & Trust May 2005 - October 2007
Skills
Securities
Education
University of Maine
Bachelor's degree, Political Science
State Street March 2012 - Present
State Street October 2007 - March 2012
Investors Bank & Trust May 2005 - October 2007
Skills
Securities
Education
University of Maine
Bachelor's degree, Political Science
Jean-Yves Joseph's Investors Bank & Trust Experience January 2001 - June 2008
Job Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2008 - Present
Investors Bank & Trust January 2001 - June 2008
State Street Bank June 1997 - December 2000
Education
UMass Boston 1994 — 1997
Bachelor's degree, Management Information Systems, General
State Unniversity of Haiti 1980 — 1984
Bachelor's degree, Economics
BNY Mellon August 2008 - Present
Investors Bank & Trust January 2001 - June 2008
State Street Bank June 1997 - December 2000
Education
UMass Boston 1994 — 1997
Bachelor's degree, Management Information Systems, General
State Unniversity of Haiti 1980 — 1984
Bachelor's degree, Economics
Amanda Fales's Investors Bank & Trust Experience June 2006 - July 2007
Job Revenue Accounting Manager at LogMeIn
Industry Computer Software
Experience
LogMeIn January 2014 - Present
LogMeIn July 2007 - Present
Investors Bank & Trust June 2006 - July 2007
Skills
Accounts Receivable, Revenue Cycle, Account Reconciliation, Invoicing, QuickBooks, Microsoft Excel, Revenue Recognition, Sales Commissions, Xactly Incent
Education
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Finance
LogMeIn January 2014 - Present
LogMeIn July 2007 - Present
Investors Bank & Trust June 2006 - July 2007
Skills
Accounts Receivable, Revenue Cycle, Account Reconciliation, Invoicing, QuickBooks, Microsoft Excel, Revenue Recognition, Sales Commissions, Xactly Incent
Education
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Finance
Lisa Masciarelli's Investors Bank & Trust Experience 2006 - 2007
Job
Industry Government Administration
Experience
U.S. Department of Labor April 2012 - Present
US Railroad Retirement Board August 2009 - April 2012
The Hanover Insurance Group 2007 - August 2009
Investors Bank & Trust 2006 - 2007
Skills
Workers Compensation, Employee Relations, Retirement, Disability Claims..., Disability Benefits
Education
University of Maryland College Park 2001 — 2005
Bachelor's Degree, Criminology/Criminal Justice and Government/Politics
U.S. Department of Labor April 2012 - Present
US Railroad Retirement Board August 2009 - April 2012
The Hanover Insurance Group 2007 - August 2009
Investors Bank & Trust 2006 - 2007
Skills
Workers Compensation, Employee Relations, Retirement, Disability Claims..., Disability Benefits
Education
University of Maryland College Park 2001 — 2005
Bachelor's Degree, Criminology/Criminal Justice and Government/Politics
Jonathan Caton's Investors Bank & Trust Experience September 2006 - October 2006
Job Product Development Specialist at MEDITECH
Industry Information Technology and Services
Leo DiLorenzo's Investors Bank & Trust Experience April 2004 - September 2006
Job FrontEnd Trading Compliance Professional
Industry Financial Services
Experience
MFS Investment Management July 2012 - Present
MFS Investment Management September 2008 - July 2012
Fidelity Investments September 2006 - August 2008
Investors Bank & Trust April 2004 - September 2006
Investors Bank & Trust April 2004 - May 2005
Skills
Trade Compliance, Portfolio Risk, Financial Services, Equities, Mutual Funds, Fixed Income
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Business Information Systems
MFS Investment Management July 2012 - Present
MFS Investment Management September 2008 - July 2012
Fidelity Investments September 2006 - August 2008
Investors Bank & Trust April 2004 - September 2006
Investors Bank & Trust April 2004 - May 2005
Skills
Trade Compliance, Portfolio Risk, Financial Services, Equities, Mutual Funds, Fixed Income
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Business Information Systems
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY