Investors Bank & Trust Co.
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. Successor: State Street Corporation Headquarters: Boston, MA Founded: 1969, Boston, MA Number of employees: 3,250 Type of business: Publicly listed company (former, NASDAQ: IFIN)
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Investors Bank & Trust Co. Employees
Employee
Years
Job
Industry
Kanika (Marwaha) Chadha Kanika (Marwaha) Chadha's Investors Bank & Trust Co. Experience April 2006 - June 2007
Job Actively seeking analytic/strategic role in NYC
Industry Research
Experience
WhoTrades ~ Tech StartUp - Broker Dealer October 2013 - September 2014
The Benchmark Company, LLC October 2008 - October 2012
Fortress Investment Group, LLC June 2007 - August 2008
Investors Bank & Trust Co April 2006 - June 2007
NATIXIS Asset Management August 2004 - April 2006
MetLife Financial Services January 2004 - July 2004
Morgan Stanley September 2003 - December 2003
Smith Barney April 2002 - April 2003
Skills
Valuation, Hedge Funds, Bloomberg, Equities, Financial Modeling, Financial Analysis, Capital Markets, French, Hindi, Marketing Strategy, Equity Research, Microsoft Excel, Modeling, Software Project..., Business Analysis, New Business Development, Presentations, Public Speaking, Brand Development, Digital Strategy, Social Media, Microsoft Office, Microsoft Word, Nonprofits, Qualitative Research, Quantitative Research, Research, Strategic Planning, WordPress, Finance, Portfolio Management, Marketing, Start-ups, Trading, Strategy, Investments, Risk Management, Non-profit Leadership, Analysis, Non-profit Volunteer, Fixed Income, Investment Banking
Education
Boston University 2004 — 2007
M.S.
Boston University 1999 — 2003
B.A.
WhoTrades ~ Tech StartUp - Broker Dealer October 2013 - September 2014
The Benchmark Company, LLC October 2008 - October 2012
Fortress Investment Group, LLC June 2007 - August 2008
Investors Bank & Trust Co April 2006 - June 2007
NATIXIS Asset Management August 2004 - April 2006
MetLife Financial Services January 2004 - July 2004
Morgan Stanley September 2003 - December 2003
Smith Barney April 2002 - April 2003
Skills
Valuation, Hedge Funds, Bloomberg, Equities, Financial Modeling, Financial Analysis, Capital Markets, French, Hindi, Marketing Strategy, Equity Research, Microsoft Excel, Modeling, Software Project..., Business Analysis, New Business Development, Presentations, Public Speaking, Brand Development, Digital Strategy, Social Media, Microsoft Office, Microsoft Word, Nonprofits, Qualitative Research, Quantitative Research, Research, Strategic Planning, WordPress, Finance, Portfolio Management, Marketing, Start-ups, Trading, Strategy, Investments, Risk Management, Non-profit Leadership, Analysis, Non-profit Volunteer, Fixed Income, Investment Banking
Education
Boston University 2004 — 2007
M.S.
Boston University 1999 — 2003
B.A.
Angela Lannin Angela Lannin's Investors Bank & Trust Co. Experience April 2004 - July 2007
Job Regional Product Manager at Omgeo
Industry Computer Software
Experience
Omgeo February 2013 - Present
Omgeo September 2008 - January 2013
Omgeo July 2007 - September 2008
Investors Bank & Trust Co April 2004 - July 2007
Investors Bank & Trust June 2005 - December 2006
Investors Bank & Trust April 2004 - June 2005
Brown Brothers Harriman August 1999 - April 2004
Skills
Requirements Gathering, Product Management, Quality Assurance, Integration, Leadership, Team Management, Cross-functional Team..., Business Requirements, Management, SDLC, Business Analysis, Software Project..., Requirements Analysis, Financial Services, Project Management
Education
Boston University 2005 — 2005
Certificate in Applied Project Management, Project Management
Suffolk University 2002 — 2002
University of Massachusetts, Amherst 1995 — 1997
Elementary Education Certification, Elementary Education and Teaching
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science, Speech Pathology
Omgeo February 2013 - Present
Omgeo September 2008 - January 2013
Omgeo July 2007 - September 2008
Investors Bank & Trust Co April 2004 - July 2007
Investors Bank & Trust June 2005 - December 2006
Investors Bank & Trust April 2004 - June 2005
Brown Brothers Harriman August 1999 - April 2004
Skills
Requirements Gathering, Product Management, Quality Assurance, Integration, Leadership, Team Management, Cross-functional Team..., Business Requirements, Management, SDLC, Business Analysis, Software Project..., Requirements Analysis, Financial Services, Project Management
Education
Boston University 2005 — 2005
Certificate in Applied Project Management, Project Management
Suffolk University 2002 — 2002
University of Massachusetts, Amherst 1995 — 1997
Elementary Education Certification, Elementary Education and Teaching
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science, Speech Pathology
Joe Lombardi Joe Lombardi's Investors Bank & Trust Co. Experience 2001 - 2006
Job Technical Support Engineer at Vestmark
Industry Financial Services
Experience
Batterymarch Financial Management 2007 - 2014
Batterymarch Financial Management 2006 - 2007
Investors Bank & Trust Co. 2001 - 2006
Skills
Financial Services, Portfolio Management, Bloomberg, Equities
Education
Hartwick College 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Batterymarch Financial Management 2007 - 2014
Batterymarch Financial Management 2006 - 2007
Investors Bank & Trust Co. 2001 - 2006
Skills
Financial Services, Portfolio Management, Bloomberg, Equities
Education
Hartwick College 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Keith Florentino Keith Florentino's Investors Bank & Trust Co. Experience May 1995 - February 2004
Job Assistant Manager
Industry Financial Services
Experience
Cumberland Farms September 2013 - Present
Howland Capital Management 2004 - 2009
Investors Bank & Trust Co May 1995 - February 2004
Skills
Trade Processing and..., Processing, Statements,..., Banking, Financial Analysis, Customer Service, Microsoft Excel, Accounting, Mutual Funds, Financial Services, Investments
Education
Saint Michael's College 1991 — 1995
Bachelor's degree, Political Science and Government
Cumberland Farms September 2013 - Present
Howland Capital Management 2004 - 2009
Investors Bank & Trust Co May 1995 - February 2004
Skills
Trade Processing and..., Processing, Statements,..., Banking, Financial Analysis, Customer Service, Microsoft Excel, Accounting, Mutual Funds, Financial Services, Investments
Education
Saint Michael's College 1991 — 1995
Bachelor's degree, Political Science and Government
Michelle Jung, MBA Michelle Jung, MBA's Investors Bank & Trust Co. Experience 2006 - September 2007
Job Photographer
Industry Photography
Experience
Michelle Jung photography October 2013 - Present
Natixis Global Asset Management May 2008 - August 2012
State Street Corp. September 2007 - April 2008
Investors Bank & Trust Co. 2006 - September 2007
State Street Corp. October 2005 - August 2006
PFPC Global Fund Services (PNC Subsidiary) September 2001 - October 2005
Skills
Fund Accounting, Alternative Investments, Investments, Mutual Funds, Fund Administration, Financial Reporting, Photography, Bloomberg, Accounting, Risk Management, Analysis, Financial Analysis, Financial Services
Education
New England School of Photography 2012 — 2014
Diploma, Portraiture, Architectural Photography
Clark University 1998 — 2001
Master, Business Management
Southfields College, Leicester, U.K.
Footwear Design and Manufacturing
Michelle Jung photography October 2013 - Present
Natixis Global Asset Management May 2008 - August 2012
State Street Corp. September 2007 - April 2008
Investors Bank & Trust Co. 2006 - September 2007
State Street Corp. October 2005 - August 2006
PFPC Global Fund Services (PNC Subsidiary) September 2001 - October 2005
Skills
Fund Accounting, Alternative Investments, Investments, Mutual Funds, Fund Administration, Financial Reporting, Photography, Bloomberg, Accounting, Risk Management, Analysis, Financial Analysis, Financial Services
Education
New England School of Photography 2012 — 2014
Diploma, Portraiture, Architectural Photography
Clark University 1998 — 2001
Master, Business Management
Southfields College, Leicester, U.K.
Footwear Design and Manufacturing
Jeffrey Meyers-Light's Investors Bank & Trust Co. Experience July 2005 - March 2007
Job
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2011 - Present
JPMorgan Chase & Co. January 2011 - May 2011
State Street Corporation January 2008 - December 2010
JPMorgan Chase & Co. March 2007 - January 2008
Investors Bank & Trust Co. July 2005 - March 2007
Green Century Capital Management, Inc. October 2003 - July 2005
Investors Circle October 2002 - October 2003
Education
Boston University 2001 — 2003
MBA, Finance/Public & Non-profit Management
Babson College 1989 — 1993
BS, Management
JPMorgan Chase & Co. May 2011 - Present
JPMorgan Chase & Co. January 2011 - May 2011
State Street Corporation January 2008 - December 2010
JPMorgan Chase & Co. March 2007 - January 2008
Investors Bank & Trust Co. July 2005 - March 2007
Green Century Capital Management, Inc. October 2003 - July 2005
Investors Circle October 2002 - October 2003
Education
Boston University 2001 — 2003
MBA, Finance/Public & Non-profit Management
Babson College 1989 — 1993
BS, Management
Caroline A. Gaffney, CFP ® Caroline A. Gaffney, CFP ®'s Investors Bank & Trust Co. Experience July 2001 - December 2003
Job CEO & Chief Investment Officer at Atwater Wealth Management
Industry Investment Management
Experience
Atwater Wealth Management 2015 - Present
Atwater Wealth Management July 2008 - Present
Ameriprise Financial 2003 - 2008
Investors Bank & Trust Co. July 2001 - December 2003
Education
College of the Holy Cross 1990 — 1994
B.A., Economics
Atwater Wealth Management 2015 - Present
Atwater Wealth Management July 2008 - Present
Ameriprise Financial 2003 - 2008
Investors Bank & Trust Co. July 2001 - December 2003
Education
College of the Holy Cross 1990 — 1994
B.A., Economics
Randall Shoemaker's Investors Bank & Trust Co. Experience 2007 - 2008
Job IT Business Analyst at Correct Care Solutions
Industry Hospital & Health Care
Experience
Correct Care Solutions October 2014 - Present
Insight Global October 2014 - March 2015
Parallon October 2012 - August 2014
Vision Consulting, LLC October 2012 - December 2013
State Street Bank 2008 - 2010
Investors Bank & Trust Co. 2007 - 2008
Skills
Mutual Funds, Fixed Income, Risk Management, Collateral, Finance, Portfolio Management, Investments, Financial Services, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Business Process..., Accounting, Analysis, Microsoft Excel, Process Improvement, Data Analysis, Business Analysis
Education
Bentley University 2002 — 2006
BS, Business, Management, Marketing, and Related Support Services
Correct Care Solutions October 2014 - Present
Insight Global October 2014 - March 2015
Parallon October 2012 - August 2014
Vision Consulting, LLC October 2012 - December 2013
State Street Bank 2008 - 2010
Investors Bank & Trust Co. 2007 - 2008
Skills
Mutual Funds, Fixed Income, Risk Management, Collateral, Finance, Portfolio Management, Investments, Financial Services, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Business Process..., Accounting, Analysis, Microsoft Excel, Process Improvement, Data Analysis, Business Analysis
Education
Bentley University 2002 — 2006
BS, Business, Management, Marketing, and Related Support Services
Rama Krishna GVS's Investors Bank & Trust Co. Experience January 2005 - May 2007
Job Technology Consulting Manager @ Accenture
Industry Information Technology and Services
Experience
BEST ORBIT SOLUTIONS LLC April 2010 - Present
Capital One August 2011 - November 2012
Boar's Head Provisions Co., Inc. April 2010 - August 2011
Oracle USA May 2007 - April 2010
Investors Bank & Trust co January 2005 - May 2007
Investors Bank & Trust co January 2005 - May 2007
Seebeyond April 2004 - December 2004
National Computer Systems January 2001 - April 2004
Kaligotla Technologies Ltd April 1998 - December 2000
Education
Kakatiya University 1996 — 1998
B.Sc, Computer Science, Math’s & Statistics
BEST ORBIT SOLUTIONS LLC April 2010 - Present
Capital One August 2011 - November 2012
Boar's Head Provisions Co., Inc. April 2010 - August 2011
Oracle USA May 2007 - April 2010
Investors Bank & Trust co January 2005 - May 2007
Investors Bank & Trust co January 2005 - May 2007
Seebeyond April 2004 - December 2004
National Computer Systems January 2001 - April 2004
Kaligotla Technologies Ltd April 1998 - December 2000
Education
Kakatiya University 1996 — 1998
B.Sc, Computer Science, Math’s & Statistics
Josie Osterman's Investors Bank & Trust Co. Experience August 1998 - June 2006
Job Senior Business Analyst at Omgeo
Industry Information Technology and Services
Experience
Omgeo April 2013 - Present
Omgeo May 2012 - April 2013
Brown Brothers Harriman August 2010 - August 2011
Whitridge Associates March 2010 - August 2010
Hipercept April 2009 - February 2010
Rockit Solutions, LLC September 2007 - January 2009
Whitridge Associates May 2007 - September 2007
Evare, LLC July 2006 - April 2007
Investors Bank & Trust Co August 1998 - June 2006
Appleton Partners September 1996 - August 1998
Skills
Management, Business Analysis, Leadership, Product Management, Equities, CRM, Financial Services, Project Management, Business Development, Risk Management, Integration, SDLC, Consulting, Banking, Business Requirements, Requirements Gathering, Process Improvement, Team Building, Business Process, Vendor Management, Software Project..., Quality Assurance, Requirements Analysis, Testing, IT Strategy, Business Process..., Business Intelligence
Education
Northeastern University 1985 — 1993
BSBA, Marketing
Omgeo April 2013 - Present
Omgeo May 2012 - April 2013
Brown Brothers Harriman August 2010 - August 2011
Whitridge Associates March 2010 - August 2010
Hipercept April 2009 - February 2010
Rockit Solutions, LLC September 2007 - January 2009
Whitridge Associates May 2007 - September 2007
Evare, LLC July 2006 - April 2007
Investors Bank & Trust Co August 1998 - June 2006
Appleton Partners September 1996 - August 1998
Skills
Management, Business Analysis, Leadership, Product Management, Equities, CRM, Financial Services, Project Management, Business Development, Risk Management, Integration, SDLC, Consulting, Banking, Business Requirements, Requirements Gathering, Process Improvement, Team Building, Business Process, Vendor Management, Software Project..., Quality Assurance, Requirements Analysis, Testing, IT Strategy, Business Process..., Business Intelligence
Education
Northeastern University 1985 — 1993
BSBA, Marketing
Parris Farr, CRISC, PMP, CSM Parris Farr, CRISC, PMP, CSM's Investors Bank & Trust Co. Experience August 2000 - December 2005
Job Director, Global Project Management at Stanley Healthcare
Industry Information Technology and Services
Experience
Stanley Healthcare April 2013 - Present
Pearson Education January 2010 - April 2013
Fidelity Investments February 2007 - February 2009
Aviva December 2005 - February 2007
Investors Bank & Trust Co August 2000 - December 2005
Skills
SDLC, Project Management, Vendor Management, PMP, Software Project..., ITIL, ITIL Certified, Requirements Analysis, Business Analysis, Scrum, Cross-functional Team..., Leadership, Process Improvement, Strategic Planning, Business Strategy, IT Strategy, Acquisition Integration, Acquisitions, Analytics, Business Analytics, Software Product..., Product Management, Product Lifecycle..., Global Sourcing, Globalization, Global Strategy, Global Operations, Agile Methodologies, Agile Application..., Agile Web Development, Agile Project Management, Operations Management, IT Operations, IT Service Management, Enterprise-wide..., Project Portfolio..., Portfolio Optimization, Application Portfolio..., Program Management, Program Development, Technology Roadmapping, Strategic Roadmaps, PMO Design, PMO set-up, Distributed Team..., Risk Management, Governance, Quality Assurance, Change Management, Management
Education
University of Denver
BA
Stanley Healthcare April 2013 - Present
Pearson Education January 2010 - April 2013
Fidelity Investments February 2007 - February 2009
Aviva December 2005 - February 2007
Investors Bank & Trust Co August 2000 - December 2005
Skills
SDLC, Project Management, Vendor Management, PMP, Software Project..., ITIL, ITIL Certified, Requirements Analysis, Business Analysis, Scrum, Cross-functional Team..., Leadership, Process Improvement, Strategic Planning, Business Strategy, IT Strategy, Acquisition Integration, Acquisitions, Analytics, Business Analytics, Software Product..., Product Management, Product Lifecycle..., Global Sourcing, Globalization, Global Strategy, Global Operations, Agile Methodologies, Agile Application..., Agile Web Development, Agile Project Management, Operations Management, IT Operations, IT Service Management, Enterprise-wide..., Project Portfolio..., Portfolio Optimization, Application Portfolio..., Program Management, Program Development, Technology Roadmapping, Strategic Roadmaps, PMO Design, PMO set-up, Distributed Team..., Risk Management, Governance, Quality Assurance, Change Management, Management
Education
University of Denver
BA
Michael Dube's Investors Bank & Trust Co. Experience May 2004 - November 2005
Job Sr. Risk Control Recruiter, Talent Acquisition
Industry Human Resources
Experience
Travelers November 2009 - Present
MassMutual October 2007 - March 2009
J. Morrissey November 2005 - September 2007
Investors Bank & Trust Co. May 2004 - November 2005
PFPC Global Fund Services August 1999 - October 2003
Skills
Customer Service, Brokerage, Recruiting, Talent Acquisition, Leadership, Employee Relations, Sourcing, Vendor Management, Human Resources, Training, Talent Management, Process Improvement, Performance Management, Team Building, Risk Control, Loss Control, Boiler & Machinery, Oil/Gas, Construction, Risk Management, @Risk, Machinery, PeopleSoft, College Recruiting, Management, Executive Search, Applicant Tracking..., Employee Engagement, Organizational..., Insurance, Technical Recruiting, Internet Recruiting, Workers Compensation, Interviews, Onboarding, Temporary Placement, Benefits Negotiation, Workforce Planning, Risk Management...
Education
Emmanuel College 2013 — 2018
Master’s Degree, Human Resources Management
Emmanuel College 2013 — 2016
Master of Science (MS), Human Resources Management and Services
Cambridge College 2006 — 2010
Bachelor of Arts
Travelers November 2009 - Present
MassMutual October 2007 - March 2009
J. Morrissey November 2005 - September 2007
Investors Bank & Trust Co. May 2004 - November 2005
PFPC Global Fund Services August 1999 - October 2003
Skills
Customer Service, Brokerage, Recruiting, Talent Acquisition, Leadership, Employee Relations, Sourcing, Vendor Management, Human Resources, Training, Talent Management, Process Improvement, Performance Management, Team Building, Risk Control, Loss Control, Boiler & Machinery, Oil/Gas, Construction, Risk Management, @Risk, Machinery, PeopleSoft, College Recruiting, Management, Executive Search, Applicant Tracking..., Employee Engagement, Organizational..., Insurance, Technical Recruiting, Internet Recruiting, Workers Compensation, Interviews, Onboarding, Temporary Placement, Benefits Negotiation, Workforce Planning, Risk Management...
Education
Emmanuel College 2013 — 2018
Master’s Degree, Human Resources Management
Emmanuel College 2013 — 2016
Master of Science (MS), Human Resources Management and Services
Cambridge College 2006 — 2010
Bachelor of Arts
Don Doherty's Investors Bank & Trust Co. Experience 1990 - 1993
Job Vice President Director of Business Development at NRS
Industry Financial Services
Experience
Northeast Retirement Services ( NRS) September 2012 - Present
SEI June 2010 - August 2012
FundQuest/BNP May 2007 - June 2010
ITG February 2004 - April 2007
State Street September 1985 - August 1995
Investors Bank & Trust Co. 1990 - 1993
Skills
Alternative Investments, Financial Services, Wealth Management, Trading, Fund Accounting, Electronic Trading, Managing Accounts, Securities Lending, Brokerage, Transfer Agency, Transition Management, Mutual Funds, Securities, Investment Management, Asset Management, Due Diligence, Investments, Asset Allocation, ETFs, Equities, Capital Markets, Corporate Actions, Fund Of Funds, Fixed Income, Settlement, Investment Advisory, Retirement Planning, FINRA, Portfolio Management, Banking, Funding, Series 24, Series 63, Separately Managed...
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley University
BS, Marketing/Management
Northeast Retirement Services ( NRS) September 2012 - Present
SEI June 2010 - August 2012
FundQuest/BNP May 2007 - June 2010
ITG February 2004 - April 2007
State Street September 1985 - August 1995
Investors Bank & Trust Co. 1990 - 1993
Skills
Alternative Investments, Financial Services, Wealth Management, Trading, Fund Accounting, Electronic Trading, Managing Accounts, Securities Lending, Brokerage, Transfer Agency, Transition Management, Mutual Funds, Securities, Investment Management, Asset Management, Due Diligence, Investments, Asset Allocation, ETFs, Equities, Capital Markets, Corporate Actions, Fund Of Funds, Fixed Income, Settlement, Investment Advisory, Retirement Planning, FINRA, Portfolio Management, Banking, Funding, Series 24, Series 63, Separately Managed...
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley University
BS, Marketing/Management
James Bryant James Bryant's Investors Bank & Trust Co. Experience 1986 - 2007
Job Senior Managing Director at State Street
Industry Financial Services
Experience
State Street Bank & Trust Company January 2007 - Present
Investors Bank & Trust Company January 1986 - January 2007
Investors Securities Services LLC 2003 - 2007
Investors Bank & Trust Co 1986 - 2007
Skills
Securities, Hedge Funds, Mutual Funds, Alternative Investments, Financial Services, Securities Lending, Banking, FX Options, Funding, Cash Management, Fixed Income, Settlement, Foreign Exchange, Asset Management, Bloomberg, Equities, Corporate Actions, Fund Administration, ETFs, Fund Accounting, Bonds
Education
Southern New Hampshire University 1980 — 1984
Bachelor of Science, Finance / Economics
State Street Bank & Trust Company January 2007 - Present
Investors Bank & Trust Company January 1986 - January 2007
Investors Securities Services LLC 2003 - 2007
Investors Bank & Trust Co 1986 - 2007
Skills
Securities, Hedge Funds, Mutual Funds, Alternative Investments, Financial Services, Securities Lending, Banking, FX Options, Funding, Cash Management, Fixed Income, Settlement, Foreign Exchange, Asset Management, Bloomberg, Equities, Corporate Actions, Fund Administration, ETFs, Fund Accounting, Bonds
Education
Southern New Hampshire University 1980 — 1984
Bachelor of Science, Finance / Economics
Lauren Cleckley's Investors Bank & Trust Co. Experience 1997 - 1998
Job Senior Audit Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
JPMorgan Chase December 1999 - June 2012
Brown Brothers Harriman 1998 - December 1999
Investors Bank & Trust Co 1997 - 1998
Skills
Project Management, Operations Management, Management, Leadership, Fund Accounting, Mutual Funds, Treasury, Fund Administration, Securities, Equities, Financial Services, Investments, Portfolio Management, Asset Management, Auditing, Risk Management, Financial Analysis
Education
Boston University - School of Management
BS/BA, Marketing/Marketing Management, General
Boston University - School of Management
MBA, Finance, General
Fidelity Investments June 2012 - Present
JPMorgan Chase December 1999 - June 2012
Brown Brothers Harriman 1998 - December 1999
Investors Bank & Trust Co 1997 - 1998
Skills
Project Management, Operations Management, Management, Leadership, Fund Accounting, Mutual Funds, Treasury, Fund Administration, Securities, Equities, Financial Services, Investments, Portfolio Management, Asset Management, Auditing, Risk Management, Financial Analysis
Education
Boston University - School of Management
BS/BA, Marketing/Marketing Management, General
Boston University - School of Management
MBA, Finance, General
Margaret Aycock, CPA's Investors Bank & Trust Co. Experience 2001 - 2003
Job
Industry Accounting
Experience
Paragon Outcomes Management LLC 2012 - Present
Hudson River Trading 2010 - 2012
KPMG 2008 - 2010
Glazer Capital LLC 2005 - 2008
Investors Bank & Trust Co. 2001 - 2003
Skills
Finance, Accounting, Auditing, Financial Analysis, Financial Reporting, Valuation, Account Reconciliation, Hedge Funds, CPA, Internal Controls
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
M.S.
Northeastern University 2003 — 2005
MBA / M.S. Finance
Middlebury College 1997 — 2001
B.A.
Paragon Outcomes Management LLC 2012 - Present
Hudson River Trading 2010 - 2012
KPMG 2008 - 2010
Glazer Capital LLC 2005 - 2008
Investors Bank & Trust Co. 2001 - 2003
Skills
Finance, Accounting, Auditing, Financial Analysis, Financial Reporting, Valuation, Account Reconciliation, Hedge Funds, CPA, Internal Controls
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
M.S.
Northeastern University 2003 — 2005
MBA / M.S. Finance
Middlebury College 1997 — 2001
B.A.
Christina MacDonald's Investors Bank & Trust Co. Experience June 2006 - October 2007
Job Applications Development Manager at Symetra
Industry Financial Services
Experience
Symetra July 2014 - Present
Symetra April 2014 - July 2014
Brown Brothers Harriman October 2007 - April 2014
Investors Bank & Trust Co. June 2006 - October 2007
Starpoint Solutions November 2005 - June 2006
Investors Bank & Trust May 2002 - November 2005
Software Applications Inc. March 2001 - March 2002
Engage - A division of CMGI April 2000 - March 2001
Fidelity Investments August 1996 - April 2000
Fidelity Investments April 1996 - August 1996
Skills
SDLC, SQL, Training, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Visio, User Acceptance Testing, Requirements Gathering, Software Project..., Financial Services, Agile Methodologies, Analysis, Project Management, Program Management, Business Process..., Business Requirements
Education
Suffolk University - Sawyer Business School 1995 — 1999
MBA, CIS
Suffolk University - Sawyer Business School 1989 — 1992
BS/BA, Finance
Cortiva Institute-Boston 2008 — 2009
Massage Therapist, Massage Therapy/Therapeutic Massage
Symetra July 2014 - Present
Symetra April 2014 - July 2014
Brown Brothers Harriman October 2007 - April 2014
Investors Bank & Trust Co. June 2006 - October 2007
Starpoint Solutions November 2005 - June 2006
Investors Bank & Trust May 2002 - November 2005
Software Applications Inc. March 2001 - March 2002
Engage - A division of CMGI April 2000 - March 2001
Fidelity Investments August 1996 - April 2000
Fidelity Investments April 1996 - August 1996
Skills
SDLC, SQL, Training, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Visio, User Acceptance Testing, Requirements Gathering, Software Project..., Financial Services, Agile Methodologies, Analysis, Project Management, Program Management, Business Process..., Business Requirements
Education
Suffolk University - Sawyer Business School 1995 — 1999
MBA, CIS
Suffolk University - Sawyer Business School 1989 — 1992
BS/BA, Finance
Cortiva Institute-Boston 2008 — 2009
Massage Therapist, Massage Therapy/Therapeutic Massage
Hang Danh's Investors Bank & Trust Co. Experience January 2004 - March 2007
Job
Industry Financial Services
Experience
Ares Management July 2012 - April 2014
Ares Management July 2009 - July 2012
Investors Bank & Trust Co. January 2004 - March 2007
Skills
Loans, Asset Managment, Financial Analysis, Financial Services, Portfolio Management, Business Process..., Capital Markets, Derivatives, Fixed Income, Asset Management, Mutual Funds, Hedge Funds, Securities, Back Office, Management, Equities, Bloomberg, Investments, Mergers & Acquisitions, Finance, Structured Products
Education
Boston College 1997 — 2001
Bachelor's degree
Boston College 1997 — 2001
Bachelor's degree
Ares Management July 2012 - April 2014
Ares Management July 2009 - July 2012
Investors Bank & Trust Co. January 2004 - March 2007
Skills
Loans, Asset Managment, Financial Analysis, Financial Services, Portfolio Management, Business Process..., Capital Markets, Derivatives, Fixed Income, Asset Management, Mutual Funds, Hedge Funds, Securities, Back Office, Management, Equities, Bloomberg, Investments, Mergers & Acquisitions, Finance, Structured Products
Education
Boston College 1997 — 2001
Bachelor's degree
Boston College 1997 — 2001
Bachelor's degree
Joshua Preneta's Investors Bank & Trust Co. Experience 2001 - 2003
Job Director, Strategic Planning at Cabot Corporation
Industry Chemicals
Experience
Cabot Corporation June 2015 - Present
Cabot Corporation October 2012 - June 2015
Cabot Corporation June 2010 - October 2012
MIT Sloan School of Management September 2008 - January 2011
iRobot Corporation July 2005 - August 2008
iRobot July 2003 - September 2005
Investor's Bank and Trust 2001 - 2003
Investors Bank & Trust Co. 2001 - 2003
Skills
MBA, Competitive Analysis, Product Development, Product Management, Product Marketing, Marketing Strategy, Market Analysis, Product Launch, Strategy, Cross-functional Team..., Pricing, E-commerce, Marketing, Management Consulting, Business Strategy, Brand Management, Management, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
Tufts University 1997 — 2001
Bachelor of Science, Sociology
Cabot Corporation June 2015 - Present
Cabot Corporation October 2012 - June 2015
Cabot Corporation June 2010 - October 2012
MIT Sloan School of Management September 2008 - January 2011
iRobot Corporation July 2005 - August 2008
iRobot July 2003 - September 2005
Investor's Bank and Trust 2001 - 2003
Investors Bank & Trust Co. 2001 - 2003
Skills
MBA, Competitive Analysis, Product Development, Product Management, Product Marketing, Marketing Strategy, Market Analysis, Product Launch, Strategy, Cross-functional Team..., Pricing, E-commerce, Marketing, Management Consulting, Business Strategy, Brand Management, Management, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
Tufts University 1997 — 2001
Bachelor of Science, Sociology
Melissa (Pernisi) Lynch, CFA's Investors Bank & Trust Co. Experience August 1998 - December 1999
Job Vice President at Wellington Mgmt Company, LLP
Industry Investment Management
Experience
Wellington Management June 2007 - Present
Fidelity Investments January 2002 - June 2007
State Street Research & Management Co. December 1999 - January 2002
Investors Bank & Trust Co. August 1998 - December 1999
Skills
Bloomberg
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2005
MS, Global Financial Analysis
Bentley University 1994 — 1998
BS, Finance
Wellington Management June 2007 - Present
Fidelity Investments January 2002 - June 2007
State Street Research & Management Co. December 1999 - January 2002
Investors Bank & Trust Co. August 1998 - December 1999
Skills
Bloomberg
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2005
MS, Global Financial Analysis
Bentley University 1994 — 1998
BS, Finance
Phil McGowan's Investors Bank & Trust Co. Experience July 1991 - June 2007
Job Chief Operating Officer Private Equity & Real Estate at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
State Street September 2010 - August 2014
HFX Capital Corporation Limited January 2009 - September 2010
State Street Bank July 2007 - December 2008
Investors Bank & Trust Co. July 1991 - June 2007
Skills
Financial Services, Alternative Investments, Hedge Funds, Asset Management, Mutual Funds, Investments, Derivatives, Management, Equities, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Bachelor of Arts (BA), Economics
State Street September 2014 - Present
State Street September 2010 - August 2014
HFX Capital Corporation Limited January 2009 - September 2010
State Street Bank July 2007 - December 2008
Investors Bank & Trust Co. July 1991 - June 2007
Skills
Financial Services, Alternative Investments, Hedge Funds, Asset Management, Mutual Funds, Investments, Derivatives, Management, Equities, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Bachelor of Arts (BA), Economics
Landgie Jeanty's Investors Bank & Trust Co. Experience April 2005 - August 2006
Job Business Analyst at State Street Bank & Trust
Industry Financial Services
Experience
State Street Bank & Trust July 2007 - Present
Investors Bank & Trust August 2006 - July 2007
Investors Bank & Trust Co. April 2005 - August 2006
Investors Bank & Trust Co. March 1999 - April 2005
Skills
Fund Accounting, Corporate Actions, Fixed Income, Equities, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Asset Management, Investments
Education
Springfield College 1994 — 1998
State Street Bank & Trust July 2007 - Present
Investors Bank & Trust August 2006 - July 2007
Investors Bank & Trust Co. April 2005 - August 2006
Investors Bank & Trust Co. March 1999 - April 2005
Skills
Fund Accounting, Corporate Actions, Fixed Income, Equities, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Asset Management, Investments
Education
Springfield College 1994 — 1998
Rob Halloran's Investors Bank & Trust Co. Experience May 2006 - December 2006
Job Lead Engineer at DealerRater
Industry Internet
Experience
DealerRater April 2012 - Present
Halloran Masonry, Inc May 2008 - April 2012
Vestmark, Inc February 2008 - May 2008
Brown Brothers Harriman & Co December 2006 - November 2007
Investors Bank & Trust Co May 2006 - December 2006
Sun Life Financial February 2005 - May 2006
Sun Life Financial May 2002 - February 2005
Sun Life Financial, Annuities Division May 2000 - May 2002
Sun Life Financial, Annuities Division March 1998 - May 2000
First Data Investor Services Group April 1997 - March 1998
Skills
SDLC, Process Improvement, Integration, Agile Methodologies, Requirements Analysis, Testing, Management, Vendor Management, Project Management, Visio
Education
University of Massachusetts, Amherst
Bachelor of Science
DealerRater April 2012 - Present
Halloran Masonry, Inc May 2008 - April 2012
Vestmark, Inc February 2008 - May 2008
Brown Brothers Harriman & Co December 2006 - November 2007
Investors Bank & Trust Co May 2006 - December 2006
Sun Life Financial February 2005 - May 2006
Sun Life Financial May 2002 - February 2005
Sun Life Financial, Annuities Division May 2000 - May 2002
Sun Life Financial, Annuities Division March 1998 - May 2000
First Data Investor Services Group April 1997 - March 1998
Skills
SDLC, Process Improvement, Integration, Agile Methodologies, Requirements Analysis, Testing, Management, Vendor Management, Project Management, Visio
Education
University of Massachusetts, Amherst
Bachelor of Science
Amy Jo Wilkinson's Investors Bank & Trust Co. Experience 2001 - 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street 2007 - Present
Investors Bank & Trust Co 2001 - 2007
Education
Brandeis International Business School 2005 — 2008
Masters of Science In Finance
Ithaca College 1996 — 2000
State Street 2007 - Present
Investors Bank & Trust Co 2001 - 2007
Education
Brandeis International Business School 2005 — 2008
Masters of Science In Finance
Ithaca College 1996 — 2000
Gregory Potter's Investors Bank & Trust Co. Experience 1998 - 1999
Job Manager, JHSS Control Recon & Finance at John Hancock Signature Services, Inc.
Industry Financial Services
Experience
John Hancock Signature Services, Inc. March 2014 - Present
John Hancock Investments April 2013 - February 2014
John Hancock Advisers, LLC April 2006 - April 2013
John Hancock Advisers, LLC September 1999 - April 2006
Investors Bank & Trust Co. 1998 - 1999
Skills
Risk Management, Bloomberg, Alternative Investments, Mutual Funds, Accounting, Investments, Internal Controls, Series 6, Financial Reporting, Asset Management, Fixed Income, Financial Analysis, Securities, Internal Audit, Auditing, Portfolio Management, Equities, Mergers & Acquisitions, US GAAP, Management, Finance, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 1994 — 1998
Bachelor's Degree in Business Administration, Finance
1996 — 1997
Finance, International Business
Sharon High School 1991 — 1994
Xaverian Brothers High School 1990 — 1991
John Hancock Signature Services, Inc. March 2014 - Present
John Hancock Investments April 2013 - February 2014
John Hancock Advisers, LLC April 2006 - April 2013
John Hancock Advisers, LLC September 1999 - April 2006
Investors Bank & Trust Co. 1998 - 1999
Skills
Risk Management, Bloomberg, Alternative Investments, Mutual Funds, Accounting, Investments, Internal Controls, Series 6, Financial Reporting, Asset Management, Fixed Income, Financial Analysis, Securities, Internal Audit, Auditing, Portfolio Management, Equities, Mergers & Acquisitions, US GAAP, Management, Finance, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 1994 — 1998
Bachelor's Degree in Business Administration, Finance
1996 — 1997
Finance, International Business
Sharon High School 1991 — 1994
Xaverian Brothers High School 1990 — 1991
Julie Hermann's Investors Bank & Trust Co. Experience 2003 - July 2007
Job Vice President, Global Services Americas, Sales
Industry Financial Services
Experience
State Street Corporation June 2011 - Present
State Street Bank 2007 - July 2011
State Street Corporation October 2007 - October 2009
Investors Bank & Trust Co 2003 - July 2007
Investors Bank & Trust Company July 2001 - January 2003
Education
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1992
BBA, Business Administration - Marketing
State Street Corporation June 2011 - Present
State Street Bank 2007 - July 2011
State Street Corporation October 2007 - October 2009
Investors Bank & Trust Co 2003 - July 2007
Investors Bank & Trust Company July 2001 - January 2003
Education
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1992
BBA, Business Administration - Marketing
Donna Rogers's Investors Bank & Trust Co. Experience 1994 - 2007
Job Managing Director at Foreside Compliance Services LLC
Industry Financial Services
Experience
Foreside Compliance Services LLC January 2011 - Present
State Street July 2007 - January 2011
Investors Bank & Trust Co. 1994 - 2007
Coopers & Lybrand 1988 - 1994
PricewaterhouseCoopers (previously Coopers & Lybrand) 1988 - 1994
Education
Boston College 1984 — 1988
BS, Accounting
Foreside Compliance Services LLC January 2011 - Present
State Street July 2007 - January 2011
Investors Bank & Trust Co. 1994 - 2007
Coopers & Lybrand 1988 - 1994
PricewaterhouseCoopers (previously Coopers & Lybrand) 1988 - 1994
Education
Boston College 1984 — 1988
BS, Accounting
Michael Bartoshevich's Investors Bank & Trust Co. Experience March 2000 - May 2007
Job Sr. Consultant at ADSFS
Industry Financial Services
Experience
ADSFS June 2012 - Present
Lincoln Financial Group August 2011 - May 2012
MFS Investment Management August 2009 - May 2011
Wellington Management Company, LLP. August 2008 - December 2008
Brown Brothers Harriman & Co. May 2007 - August 2008
Investors Bank & Trust Co. March 2000 - May 2007
DoubleTree Guest Suites Hotel - Waltham 1996 - 1998
Skills
Financial Services
Education
Lesley University
Master's Degree, General Management
Johnson and Wales University
Bachelors, Hospitality Management
ADSFS June 2012 - Present
Lincoln Financial Group August 2011 - May 2012
MFS Investment Management August 2009 - May 2011
Wellington Management Company, LLP. August 2008 - December 2008
Brown Brothers Harriman & Co. May 2007 - August 2008
Investors Bank & Trust Co. March 2000 - May 2007
DoubleTree Guest Suites Hotel - Waltham 1996 - 1998
Skills
Financial Services
Education
Lesley University
Master's Degree, General Management
Johnson and Wales University
Bachelors, Hospitality Management
Jessica Gravel's Investors Bank & Trust Co. Experience 2005 - 2006
Job Bank Loan Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2012 - Present
Wellington Management August 2008 - July 2012
State Street Corp 2006 - August 2008
Investors Bank & Trust Co 2005 - 2006
State Street Corp 2002 - 2005
Skills
Corporate Actions, Mutual Funds, Microsoft Excel, Financial Services, Bloomberg, Fixed Income, Fund Accounting, Equities, Securities, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2015
MBA
Bridgewater State University 2008 — 2009
Graduate Certificate, Finance
Bridgewater State University 1998 — 2003
BA, History
Wellington Management July 2012 - Present
Wellington Management August 2008 - July 2012
State Street Corp 2006 - August 2008
Investors Bank & Trust Co 2005 - 2006
State Street Corp 2002 - 2005
Skills
Corporate Actions, Mutual Funds, Microsoft Excel, Financial Services, Bloomberg, Fixed Income, Fund Accounting, Equities, Securities, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2015
MBA
Bridgewater State University 2008 — 2009
Graduate Certificate, Finance
Bridgewater State University 1998 — 2003
BA, History
Chris Gonsalves's Investors Bank & Trust Co. Experience May 2006 - May 2007
Job Learning Leader at Raytheon Company
Industry Professional Training & Coaching
Experience
Raytheon Company May 2007 - Present
Investors Bank & Trust Co. May 2006 - May 2007
Fidelity Investments June 1998 - May 2006
Education
Northeastern University 1988 — 1993
Raytheon Company May 2007 - Present
Investors Bank & Trust Co. May 2006 - May 2007
Fidelity Investments June 1998 - May 2006
Education
Northeastern University 1988 — 1993
Jenny Hoang's Investors Bank & Trust Co. Experience October 2007 - September 2008
Job Financial Reporting Officer at StateStreet Corporation
Industry Financial Services
Experience
State Street Bank May 2013 - Present
State Street Bank October 2012 - May 2013
JPMorgan Chase July 2011 - October 2012
State Street Corporation July 2008 - July 2011
Investors Bank & Trust Co October 2007 - September 2008
Investors Banks and Trust Co. September 2006 - October 2007
Investor Bank and Trust May 2005 - September 2006
Sovereign Bank November 2003 - May 2005
Skills
Financial Reporting, General Ledger, Accounting, Finance
Education
Boston University of Massachusetts
Bachelor of Science, Finance
John D O'Bryant
Suffolk University
MS, Accounting
State Street Bank May 2013 - Present
State Street Bank October 2012 - May 2013
JPMorgan Chase July 2011 - October 2012
State Street Corporation July 2008 - July 2011
Investors Bank & Trust Co October 2007 - September 2008
Investors Banks and Trust Co. September 2006 - October 2007
Investor Bank and Trust May 2005 - September 2006
Sovereign Bank November 2003 - May 2005
Skills
Financial Reporting, General Ledger, Accounting, Finance
Education
Boston University of Massachusetts
Bachelor of Science, Finance
John D O'Bryant
Suffolk University
MS, Accounting
Jenny Milne's Investors Bank & Trust Co. Experience June 2005 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase & Co August 2008 - April 2012
State Street Corporation September 2007 - August 2008
Investors Bank & Trust Co. June 2005 - August 2007
Investors Bank & Trust Co. June 2002 - May 2005
Investors Bank & Trust Co. September 2001 - May 2002
Education
SUNY New Paltz 1996 — 2000
Bachelor's degree, Business Administration, Finance
JPMorgan Chase & Co August 2008 - April 2012
State Street Corporation September 2007 - August 2008
Investors Bank & Trust Co. June 2005 - August 2007
Investors Bank & Trust Co. June 2002 - May 2005
Investors Bank & Trust Co. September 2001 - May 2002
Education
SUNY New Paltz 1996 — 2000
Bachelor's degree, Business Administration, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY