Investors Bank and 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. 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 and Trust Employees
Employee
Years
Job
Industry
Michael Oreper Michael Oreper's Investors Bank and Trust Experience May 2006 - September 2006
Job AVP Risk Management at State Street Global Markets
Industry Capital Markets
Experience
State Street May 2015 - Present
Boston Technologies January 2013 - March 2015
Boston Technologies Inc November 2011 - January 2013
Boston Technologies Inc October 2010 - November 2011
Chimera Capital/World Trade Securities November 2007 - May 2009
Investors Bank and Trust May 2006 - September 2006
Skills
Financial Writing, Financial Statement..., Trading Systems, Financial Modeling, Exposure Assessment, Risk Mitigation, Dynamic Hedging..., Operational Risk..., Risk Management, Finance, SQL, Technical Writing, Microsoft Excel, VBA, FX Options, Trading, Management, Financial Risk, Securities, Analysis, Capital Markets, FX trading, Equities, Hedge Funds, Technical Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Finance, Investment
Newton South
Newton South
Newton South
State Street May 2015 - Present
Boston Technologies January 2013 - March 2015
Boston Technologies Inc November 2011 - January 2013
Boston Technologies Inc October 2010 - November 2011
Chimera Capital/World Trade Securities November 2007 - May 2009
Investors Bank and Trust May 2006 - September 2006
Skills
Financial Writing, Financial Statement..., Trading Systems, Financial Modeling, Exposure Assessment, Risk Mitigation, Dynamic Hedging..., Operational Risk..., Risk Management, Finance, SQL, Technical Writing, Microsoft Excel, VBA, FX Options, Trading, Management, Financial Risk, Securities, Analysis, Capital Markets, FX trading, Equities, Hedge Funds, Technical Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Finance, Investment
Newton South
Newton South
Newton South
Zac Erickson, MBA Zac Erickson, MBA's Investors Bank and Trust Experience December 2005 - December 2006
Job Vice President, Relationship Manager at Chase
Industry Banking
Experience
JPMorgan Chase May 2013 - Present
Cal-Mortgage Loan Insurance June 2011 - May 2013
Tri Counties Bank September 2007 - June 2011
Tri Counties Bank September 2007 - January 2009
AIG January 2007 - September 2007
Investors Bank and Trust December 2005 - December 2006
Skills
Banking, Financial Analysis, Credit Analysis, Underwriting, Finance, Real Estate Financing, Commercial Banking, Sales, Communication, Portfolio Management, Microsoft Excel, Credit, Risk Management, Loans, Financial Services, Insurance, Accounting, Investments, Relationship Management, Commercial Lending
Education
California State University-Sacramento 2008 — 2010
MBA, Business, Urban Land Development
California State University-Chico 2001 — 2005
Bachelor, Finance, Business Administration
JPMorgan Chase May 2013 - Present
Cal-Mortgage Loan Insurance June 2011 - May 2013
Tri Counties Bank September 2007 - June 2011
Tri Counties Bank September 2007 - January 2009
AIG January 2007 - September 2007
Investors Bank and Trust December 2005 - December 2006
Skills
Banking, Financial Analysis, Credit Analysis, Underwriting, Finance, Real Estate Financing, Commercial Banking, Sales, Communication, Portfolio Management, Microsoft Excel, Credit, Risk Management, Loans, Financial Services, Insurance, Accounting, Investments, Relationship Management, Commercial Lending
Education
California State University-Sacramento 2008 — 2010
MBA, Business, Urban Land Development
California State University-Chico 2001 — 2005
Bachelor, Finance, Business Administration
Lawrence Willis, FIC's Investors Bank and Trust Experience June 2003 - April 2004
Job Modern Woodmen of America
Industry Insurance
Experience
Modern Woodmen of America November 2012 - Present
Verizon Wireless April 2004 - August 2012
Investors Bank and Trust June 2003 - April 2004
Franklin Templeton Investments January 1997 - June 2003
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Financial Services, Disability Insurance, Retirement, IRAs, Long-term Care, Finance, Long Term Care Insurance, Term Life Insurance, Strategic Financial..., Personal Finance, Mutual Funds, Series 6, Securities, Whole Life, Series 63, 401k, Investments, Variable Annuities
Education
Lamar University 1988 — 1993
Westfield High School 1984 — 1988
Modern Woodmen of America November 2012 - Present
Verizon Wireless April 2004 - August 2012
Investors Bank and Trust June 2003 - April 2004
Franklin Templeton Investments January 1997 - June 2003
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Financial Services, Disability Insurance, Retirement, IRAs, Long-term Care, Finance, Long Term Care Insurance, Term Life Insurance, Strategic Financial..., Personal Finance, Mutual Funds, Series 6, Securities, Whole Life, Series 63, 401k, Investments, Variable Annuities
Education
Lamar University 1988 — 1993
Westfield High School 1984 — 1988
Andrea Wheeler Andrea Wheeler's Investors Bank and Trust Experience 1999 - 2002
Job Business Professional
Industry Financial Services
Experience
State Street 2007 - 2014
Investors Bank & Trust 2004 - 2006
Barclays Global Investors 2002 - 2004
Investors Bank and Trust 1999 - 2002
Skills
Fund Accounting, Mutual Funds, Securities Lending, Securities, Bloomberg, Financial Analysis, Swaps, FX Options, Project Management, Corporate Actions, Derivatives, Financial Services
Education
California State University-Chico 1995 — 1998
Bachelor of Science (BS), Finance, General
Yuba College 1989 — 1992
Associate of Science (AS)
California State University-Sacramento
State Street 2007 - 2014
Investors Bank & Trust 2004 - 2006
Barclays Global Investors 2002 - 2004
Investors Bank and Trust 1999 - 2002
Skills
Fund Accounting, Mutual Funds, Securities Lending, Securities, Bloomberg, Financial Analysis, Swaps, FX Options, Project Management, Corporate Actions, Derivatives, Financial Services
Education
California State University-Chico 1995 — 1998
Bachelor of Science (BS), Finance, General
Yuba College 1989 — 1992
Associate of Science (AS)
California State University-Sacramento
Beth Busteed, PMP's Investors Bank and Trust Experience October 2000 - September 2004
Job Project Manger Contractor at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman June 2014 - Present
Ridgeway Services, Inc. 2010 - June 2014
PerkinElmer November 2009 - March 2010
State Street Bank July 2007 - February 2009
State Street Bank (formally Investors Bank and Trust) April 2006 - June 2007
Olmstead Associates, Inc. September 2004 - April 2006
Investors Bank and Trust October 2000 - September 2004
Interactive Data Corporation September 1995 - October 2000
Skills
PMO, Project Management, Client Expectations..., Business Process, Software Development..., Software Lifecycle..., Document Lifecycle..., Project Management Tools, Project Manager..., PMO set-up, PMO Services, Teamwork, Multi-cultural team..., Triage, Enterprise Content..., Implementation..., Software Implementation, Implementation Plans, Implementation Planning, Documentation Practices, User Documentation, As-built Documentation, Procedural Documentation, Resource Allocation, Resource Staffing, Resource Management, Product Lifecycle..., Report Development, Report Production, Cross-functional Team..., Process Improvement, Program Management, Risk Management, Enterprise Software, Strategy, Scrum, Analysis, Business Analysis, Requirements Analysis, SDLC, Vendor Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Project Management
Bentley University 1990 — 1994
BS, Finance
Project Management Institute 2007 — 2007
PMP, Project Management
Brown Brothers Harriman June 2014 - Present
Ridgeway Services, Inc. 2010 - June 2014
PerkinElmer November 2009 - March 2010
State Street Bank July 2007 - February 2009
State Street Bank (formally Investors Bank and Trust) April 2006 - June 2007
Olmstead Associates, Inc. September 2004 - April 2006
Investors Bank and Trust October 2000 - September 2004
Interactive Data Corporation September 1995 - October 2000
Skills
PMO, Project Management, Client Expectations..., Business Process, Software Development..., Software Lifecycle..., Document Lifecycle..., Project Management Tools, Project Manager..., PMO set-up, PMO Services, Teamwork, Multi-cultural team..., Triage, Enterprise Content..., Implementation..., Software Implementation, Implementation Plans, Implementation Planning, Documentation Practices, User Documentation, As-built Documentation, Procedural Documentation, Resource Allocation, Resource Staffing, Resource Management, Product Lifecycle..., Report Development, Report Production, Cross-functional Team..., Process Improvement, Program Management, Risk Management, Enterprise Software, Strategy, Scrum, Analysis, Business Analysis, Requirements Analysis, SDLC, Vendor Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Project Management
Bentley University 1990 — 1994
BS, Finance
Project Management Institute 2007 — 2007
PMP, Project Management
Narayanan (KK) Krishnakumar Narayanan (KK) Krishnakumar's Investors Bank and Trust Experience May 2003 - July 2007
Job SVP and Chief IT Architect at EMC
Industry Information Technology and Services
Experience
EMC July 2015 - Present
EMC July 2009 - June 2015
State Street July 2007 - February 2009
Investors Bank and Trust May 2003 - July 2007
Politzer & Haney January 2001 - May 2003
Fidelity Investments July 1995 - January 2001
Bell Communications Research (now Telcordia) November 1992 - July 1995
Skills
Enterprise Architecture, Cloud Computing, SOA, IT Strategy, Solution Architecture, SDLC, Architecture, Software Development, Program Management, Agile Methodologies, Web Services, SaaS, ETL, Oracle, Agile Project Management, Databases, Business Intelligence, Java Enterprise Edition, Business Process, Business Analysis, Enterprise Software, Integration, Data Warehousing, Software Project..., Management, Product Management, Data Modeling, Negotiation, Requirements Analysis, IT Management, Leadership, ITIL, SQL, Information Technology, PMP, Vendor Management, Unix, Pre-sales, Big Data, Virtualization, Architectures, Disaster Recovery, Data Center
Education
Babson College 1997 — 2001
MBA (summa cum laude), Entrepreneurship, Finance
SUNY at Stony Brook 1987 — 1992
PhD, Computer Science
Indian Institute of Technology, Madras 1983 — 1987
B. Tech, Computer Science
Padma Seshadri Bala Bhavan, Chennai 1969 — 1983
Elementary through High School
EMC July 2015 - Present
EMC July 2009 - June 2015
State Street July 2007 - February 2009
Investors Bank and Trust May 2003 - July 2007
Politzer & Haney January 2001 - May 2003
Fidelity Investments July 1995 - January 2001
Bell Communications Research (now Telcordia) November 1992 - July 1995
Skills
Enterprise Architecture, Cloud Computing, SOA, IT Strategy, Solution Architecture, SDLC, Architecture, Software Development, Program Management, Agile Methodologies, Web Services, SaaS, ETL, Oracle, Agile Project Management, Databases, Business Intelligence, Java Enterprise Edition, Business Process, Business Analysis, Enterprise Software, Integration, Data Warehousing, Software Project..., Management, Product Management, Data Modeling, Negotiation, Requirements Analysis, IT Management, Leadership, ITIL, SQL, Information Technology, PMP, Vendor Management, Unix, Pre-sales, Big Data, Virtualization, Architectures, Disaster Recovery, Data Center
Education
Babson College 1997 — 2001
MBA (summa cum laude), Entrepreneurship, Finance
SUNY at Stony Brook 1987 — 1992
PhD, Computer Science
Indian Institute of Technology, Madras 1983 — 1987
B. Tech, Computer Science
Padma Seshadri Bala Bhavan, Chennai 1969 — 1983
Elementary through High School
Nicholas Bopf's Investors Bank and Trust Experience July 2004 - July 2005
Job Senior Portfolio Reporting Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2011 - Present
Putnam Investments December 2005 - January 2011
Investors Bank and Trust July 2004 - July 2005
Skills
Mutual Funds, Hedge Funds, Bloomberg, Accounting, Morningstar, SEC filings, Portfolio Management, Microsoft Excel, Forecasting, Compliance Testing, Database Development, Financial Analysis, Equities, Investment Management, Prospectus, Due Diligence, Fixed Income, Asset Allocation, Alternative Investments, Investments, Asset Managment, Performance Attribution, Fund Accounting
Education
Bentley University 2000 — 2004
Bachelor of Science, Finance
Putnam Investments January 2011 - Present
Putnam Investments December 2005 - January 2011
Investors Bank and Trust July 2004 - July 2005
Skills
Mutual Funds, Hedge Funds, Bloomberg, Accounting, Morningstar, SEC filings, Portfolio Management, Microsoft Excel, Forecasting, Compliance Testing, Database Development, Financial Analysis, Equities, Investment Management, Prospectus, Due Diligence, Fixed Income, Asset Allocation, Alternative Investments, Investments, Asset Managment, Performance Attribution, Fund Accounting
Education
Bentley University 2000 — 2004
Bachelor of Science, Finance
Trevor Crispo Trevor Crispo's Investors Bank and Trust Experience 2006 - 2007
Job Client Implementation Officer at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors September 2015 - Present
State Street Global Advisors March 2014 - September 2015
State Street Global Advisors July 2008 - February 2014
State Street Bank 2007 - 2008
Investors Bank and Trust 2006 - 2007
Investors Bank and Trust 2005 - 2006
Education
Suffolk University - Sawyer School of Management 2009 — 2013
MBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2004
BAA, Accounting
State Street Global Advisors September 2015 - Present
State Street Global Advisors March 2014 - September 2015
State Street Global Advisors July 2008 - February 2014
State Street Bank 2007 - 2008
Investors Bank and Trust 2006 - 2007
Investors Bank and Trust 2005 - 2006
Education
Suffolk University - Sawyer School of Management 2009 — 2013
MBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2004
BAA, Accounting
Carl Monaco Carl Monaco's Investors Bank and Trust Experience February 2005 - April 2007
Job Incident Manager at CVS Health
Industry Information Technology and Services
Experience
CVS Health June 2015 - Present
Citizens Bank September 2011 - June 2015
MARSH & MCLENNAN COMPANIES April 2007 - April 2009
Investors Bank and Trust February 2005 - April 2007
American Student Assistance April 2001 - November 2004
The Stop & Shop Company Inc. February 1988 - April 2001
Skills
ITIL, Business Process, Incident Management, IT Service Management, Process Improvement, Visio, Team Building, Problem Solving, Vendor Management, Operations Management, Business Analysis, Customer Relations, Documentation, Change Management, Excel, Customer Service, Disaster Recovery, Budgeting, Access, Word, SDLC, Strategic Planning, Microsoft Office, Quality Assurance, Team Leadership, PowerPoint, Data Analysis, Program Management, Windows, Vendor Relations, Outlook, Coaching, Software Documentation, Data Center, Information Technology, Project Management, CRM, Service Delivery, Budgets, Leadership, Project Planning, Testing, Networking, System Administration, Servers, Management, Security, Requirements Analysis, IT Management, Infrastructure
Education
Northeastern University 1996 — 1998
Associate of Science (AS), Computer Science
Northeastern University 1996 — 1998
Associate of Science (AS), Computer and Information Sciences and Support Services
CVS Health June 2015 - Present
Citizens Bank September 2011 - June 2015
MARSH & MCLENNAN COMPANIES April 2007 - April 2009
Investors Bank and Trust February 2005 - April 2007
American Student Assistance April 2001 - November 2004
The Stop & Shop Company Inc. February 1988 - April 2001
Skills
ITIL, Business Process, Incident Management, IT Service Management, Process Improvement, Visio, Team Building, Problem Solving, Vendor Management, Operations Management, Business Analysis, Customer Relations, Documentation, Change Management, Excel, Customer Service, Disaster Recovery, Budgeting, Access, Word, SDLC, Strategic Planning, Microsoft Office, Quality Assurance, Team Leadership, PowerPoint, Data Analysis, Program Management, Windows, Vendor Relations, Outlook, Coaching, Software Documentation, Data Center, Information Technology, Project Management, CRM, Service Delivery, Budgets, Leadership, Project Planning, Testing, Networking, System Administration, Servers, Management, Security, Requirements Analysis, IT Management, Infrastructure
Education
Northeastern University 1996 — 1998
Associate of Science (AS), Computer Science
Northeastern University 1996 — 1998
Associate of Science (AS), Computer and Information Sciences and Support Services
Rose Qualtieri Rose Qualtieri's Investors Bank and Trust Experience May 2005 - January 2006
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock September 2014 - Present
TLC Real Estate September 2014 - Present
Liberty Mutual Insurance April 2013 - July 2014
EY February 2010 - April 2013
EY August 2007 - February 2010
Fidelity Investments June 2006 - July 2007
Investors Bank and Trust May 2005 - January 2006
Talbots September 2001 - August 2003
Skills
Risk Management, Financial Services, Financial Risk, Financial Analysis, Banking, Asset Managment, Internal Controls, AML, Mutual Funds, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Auditing, Due Diligence, Hedge Funds, Financial Reporting, Accounting, Strategic Financial..., Project Management, Operational Risk, Business Process, Business Process..., Risk Assessment, Insurance, Management, Finance, Asset Management, Leadership, Process Improvement, Microsoft Excel
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Business Administration and Management, General
John Cabot University 2006 — 2006
Semester Abroad, Business Administration (1 semester)
Hingham High School 1999 — 2003
Diploma
BlackRock September 2014 - Present
TLC Real Estate September 2014 - Present
Liberty Mutual Insurance April 2013 - July 2014
EY February 2010 - April 2013
EY August 2007 - February 2010
Fidelity Investments June 2006 - July 2007
Investors Bank and Trust May 2005 - January 2006
Talbots September 2001 - August 2003
Skills
Risk Management, Financial Services, Financial Risk, Financial Analysis, Banking, Asset Managment, Internal Controls, AML, Mutual Funds, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Auditing, Due Diligence, Hedge Funds, Financial Reporting, Accounting, Strategic Financial..., Project Management, Operational Risk, Business Process, Business Process..., Risk Assessment, Insurance, Management, Finance, Asset Management, Leadership, Process Improvement, Microsoft Excel
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Business Administration and Management, General
John Cabot University 2006 — 2006
Semester Abroad, Business Administration (1 semester)
Hingham High School 1999 — 2003
Diploma
Alison Edmands's Investors Bank and Trust Experience November 1996 - November 1997
Job Certified Public Accountant
Industry Accounting
Experience
Waypoint Accounting Solutions, LLC November 2009 - Present
Kirkland Albrecht & Fredrickson August 2005 - November 2009
Hersey and Associates, LLC December 2002 - August 2005
Automation Components, Incorporated August 1999 - December 2002
Plymtron Industries, Incorporated August 1998 - November 1999
Putnam Investment Company November 1997 - August 1998
Investors Bank and Trust November 1996 - November 1997
Skills
Tax Preparation, Financial Analysis, Financial Management, Financial Accounting, Fraud Investigations, Accounting, Budgeting, Budget Analysis, Budget Preparation, Budget Tracking, Financial Projections, Fraud Prevention, Internal Controls, Tax Planning, Inventory Control, Budgets, Bookkeeping, QuickBooks, Managerial Finance, Small Business, Management, Fraud, Auditing, Financial Reporting, Tax, Finance, GAAP, Cash Flow, Income Tax, Payroll, General Ledger, Payroll Taxes, Due Diligence, CPA, Financial Statements, Tax Returns
Education
Eastern Nazarene College 1994 — 1996
Bachelor of Science, Business Administration
Waypoint Accounting Solutions, LLC November 2009 - Present
Kirkland Albrecht & Fredrickson August 2005 - November 2009
Hersey and Associates, LLC December 2002 - August 2005
Automation Components, Incorporated August 1999 - December 2002
Plymtron Industries, Incorporated August 1998 - November 1999
Putnam Investment Company November 1997 - August 1998
Investors Bank and Trust November 1996 - November 1997
Skills
Tax Preparation, Financial Analysis, Financial Management, Financial Accounting, Fraud Investigations, Accounting, Budgeting, Budget Analysis, Budget Preparation, Budget Tracking, Financial Projections, Fraud Prevention, Internal Controls, Tax Planning, Inventory Control, Budgets, Bookkeeping, QuickBooks, Managerial Finance, Small Business, Management, Fraud, Auditing, Financial Reporting, Tax, Finance, GAAP, Cash Flow, Income Tax, Payroll, General Ledger, Payroll Taxes, Due Diligence, CPA, Financial Statements, Tax Returns
Education
Eastern Nazarene College 1994 — 1996
Bachelor of Science, Business Administration
Doug Goldwait's Investors Bank and Trust Experience January 2006 - May 2007
Job Senior Property Manager at Upland Capital
Industry Real Estate
Experience
Upland Capital Corporation March 2015 - Present
Trinity Management LLC March 2012 - February 2015
WinnCompanies April 2008 - February 2012
Yankee Group May 2007 - April 2008
Investors Bank and Trust January 2006 - May 2007
Skills
Property Management, Due Diligence, Financial Analysis, Asset Managment, Real Estate, Leases, Investments, Financial Modeling, Valuation, Asset Management, Budgets, Contract Negotiation, Investment Properties, Yardi, Portfolio Management, Real Estate Economics, Apartments, Real Estate Development, Lease Administration
Education
Boston University - Center for Professional Education
Certificate in Real Estate Finance
Bryant University
BSBA, Finance
Upland Capital Corporation March 2015 - Present
Trinity Management LLC March 2012 - February 2015
WinnCompanies April 2008 - February 2012
Yankee Group May 2007 - April 2008
Investors Bank and Trust January 2006 - May 2007
Skills
Property Management, Due Diligence, Financial Analysis, Asset Managment, Real Estate, Leases, Investments, Financial Modeling, Valuation, Asset Management, Budgets, Contract Negotiation, Investment Properties, Yardi, Portfolio Management, Real Estate Economics, Apartments, Real Estate Development, Lease Administration
Education
Boston University - Center for Professional Education
Certificate in Real Estate Finance
Bryant University
BSBA, Finance
Adam Forrest Adam Forrest's Investors Bank and Trust Experience 2004 - 2005
Job Senior Director, Americas Marketing at Demandware
Industry Computer Software
Experience
Demandware October 2014 - Present
Demandware August 2012 - October 2014
Demandware October 2008 - July 2012
Allurent April 2008 - October 2008
Demandware, Inc January 2006 - April 2008
Demandware, Inc April 2005 - January 2006
Investors Bank and Trust 2004 - 2005
Skills
E-commerce, SaaS, Product Marketing, Enterprise Software, Analytics, Web Analytics, Product Management, Cloud Computing, Salesforce.com, Lead Generation, Mobile Devices, SEO, SEM, Online Advertising, Strategy, Management, Competitive Analysis, Marketing, Sales, Marketing Strategy, Start-ups, Sales Enablement
Education
Bond University
Saint Michael's College
BS, Business, Economics, Math
Demandware October 2014 - Present
Demandware August 2012 - October 2014
Demandware October 2008 - July 2012
Allurent April 2008 - October 2008
Demandware, Inc January 2006 - April 2008
Demandware, Inc April 2005 - January 2006
Investors Bank and Trust 2004 - 2005
Skills
E-commerce, SaaS, Product Marketing, Enterprise Software, Analytics, Web Analytics, Product Management, Cloud Computing, Salesforce.com, Lead Generation, Mobile Devices, SEO, SEM, Online Advertising, Strategy, Management, Competitive Analysis, Marketing, Sales, Marketing Strategy, Start-ups, Sales Enablement
Education
Bond University
Saint Michael's College
BS, Business, Economics, Math
Stanton Young Stanton Young's Investors Bank and Trust Experience 2000 - 2002
Job Director of Operations and Laboratories at Dept of Molecular Biology, Harvard Genetics, MGH
Industry Research
Experience
Dept of Molecular Biology, MGH, Harvard Genetics, Harvard Medical School December 2011 - Present
The Broad Institute of MIT and Harvard University 2002 - Present
Dept of Molecular Biology, MGH, Harvard Genetics, Harvard Medical School 2002 - December 2012
Dept of Molecular Biology, MGH, Harvard Genetics, Harvard Medical School 2002 - November 2012
Investors Bank and Trust 2000 - 2002
Cereon Genomics, Monstanto/Millenium 1998 - 2000
Tufts Medical Center 1997 - 1998
Advanced Instruments 1996 - 1997
Skills
Research, Project Management, Operations Management, Strategic Planning, Team Leadership, Strategic Leadership, Leadership, Project Planning, Science, Cell, Genomics, Immunology, qPCR, Biotechnology, Molecular Cloning, Molecular Biology, Healthcare, DNA, Cell Biology, Management, Biochemistry, Genetics, Laboratory, Lifesciences, Drug Discovery, Assay Development, Cell Culture, PCR, Fluorescence Microscopy, Cancer, RT-PCR, Data Analysis, Life Sciences
Education
Boston University 1991 — 1996
Bachelor of Science (BS), Biochemistry and Molecular Biology
Boston Latin School 1987 — 1991
Academic Excellence, Classical and College Prep Studies
Dept of Molecular Biology, MGH, Harvard Genetics, Harvard Medical School December 2011 - Present
The Broad Institute of MIT and Harvard University 2002 - Present
Dept of Molecular Biology, MGH, Harvard Genetics, Harvard Medical School 2002 - December 2012
Dept of Molecular Biology, MGH, Harvard Genetics, Harvard Medical School 2002 - November 2012
Investors Bank and Trust 2000 - 2002
Cereon Genomics, Monstanto/Millenium 1998 - 2000
Tufts Medical Center 1997 - 1998
Advanced Instruments 1996 - 1997
Skills
Research, Project Management, Operations Management, Strategic Planning, Team Leadership, Strategic Leadership, Leadership, Project Planning, Science, Cell, Genomics, Immunology, qPCR, Biotechnology, Molecular Cloning, Molecular Biology, Healthcare, DNA, Cell Biology, Management, Biochemistry, Genetics, Laboratory, Lifesciences, Drug Discovery, Assay Development, Cell Culture, PCR, Fluorescence Microscopy, Cancer, RT-PCR, Data Analysis, Life Sciences
Education
Boston University 1991 — 1996
Bachelor of Science (BS), Biochemistry and Molecular Biology
Boston Latin School 1987 — 1991
Academic Excellence, Classical and College Prep Studies
MONIKA KATYAL MONIKA KATYAL's Investors Bank and Trust Experience 2004 - 2005
Job Investment Banking Professional
Industry Investment Banking
Experience
INVESTORS BANK AND TRUST 2004 - 2005
County of Sacramento May 2004 - October 2004
Franklin Templeton Investments 2003 - 2004
Skills
Portfolio Management, Corporate Finance, Investment Banking, Risk Management, Bloomberg
Education
Seton Hall University 2000 — 2002
Master of Business Administration (MBA), Finance, General
The University of Hull 1997 — 2000
Bachelor of Science (BSc), Business Management
INVESTORS BANK AND TRUST 2004 - 2005
County of Sacramento May 2004 - October 2004
Franklin Templeton Investments 2003 - 2004
Skills
Portfolio Management, Corporate Finance, Investment Banking, Risk Management, Bloomberg
Education
Seton Hall University 2000 — 2002
Master of Business Administration (MBA), Finance, General
The University of Hull 1997 — 2000
Bachelor of Science (BSc), Business Management
Timothy Burke Timothy Burke's Investors Bank and Trust Experience April 2006 - May 2007
Job Assistant Manager, Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners February 2014 - Present
Wellington Management Company, LLP January 2008 - October 2013
State Street June 2007 - December 2007
Investor's Bank and Trust April 2006 - May 2007
Investors Bank & Trust August 2005 - March 2006
Investor's Bank and Trust June 2005 - August 2005
Investors Bank & Trust August 2003 - June 2005
Skills
Fixed Income, Equities, Account Reconciliation, Cash Management, Financial Services, Global Custody, Asset Managment, Process Improvement, Fund Accounting, Mutual Funds, Corporate Finance, Repatriation, Investment Management, Cash Flow, UCITS, Fund Of Funds, Manage Client..., Superior Client Service, Internal Audit, Hedge Funds, Foreign Currency, Private Equity, Benchmarking, Diversification, Financial Reporting, MS Excel Pivot Tables
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
Stonehill College 1999 — 2003
Bachelor of Science (BS), Business Administration with a concentration in Finance
HarbourVest Partners February 2014 - Present
Wellington Management Company, LLP January 2008 - October 2013
State Street June 2007 - December 2007
Investor's Bank and Trust April 2006 - May 2007
Investors Bank & Trust August 2005 - March 2006
Investor's Bank and Trust June 2005 - August 2005
Investors Bank & Trust August 2003 - June 2005
Skills
Fixed Income, Equities, Account Reconciliation, Cash Management, Financial Services, Global Custody, Asset Managment, Process Improvement, Fund Accounting, Mutual Funds, Corporate Finance, Repatriation, Investment Management, Cash Flow, UCITS, Fund Of Funds, Manage Client..., Superior Client Service, Internal Audit, Hedge Funds, Foreign Currency, Private Equity, Benchmarking, Diversification, Financial Reporting, MS Excel Pivot Tables
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
Stonehill College 1999 — 2003
Bachelor of Science (BS), Business Administration with a concentration in Finance
Shaun Dempsey, PMP, MS Shaun Dempsey, PMP, MS's Investors Bank and Trust Experience July 2006 - July 2007
Job Consultant
Industry Information Technology and Services
Experience
State Street January 2015 - Present
MassMutual Financial Group March 2013 - November 2014
CVS Caremark Corporation October 2012 - March 2013
Iron Mountain August 2012 - October 2012
National Grid December 2011 - May 2012
Bain Capital February 2011 - November 2011
Royal Bank of Scotland Group June 2008 - February 2011
Town of Dedham May 2008 - January 2010
State Street Corporation July 2007 - June 2008
Investors Bank and Trust July 2006 - July 2007
Skills
Agile Project Management, Cloud Computing, CRM software, Computer Security, Enterprise Risk..., Disaster Recovery, Data Center Relocation, Retail Brokerage, Business Continuity, Trading Systems, Renewable Energy, Program Management, ITIL, Product Development, Quality Assurance, Scrum Master, Project Management, Change Management, SDLC, Scrum, PMO, PMP, Business Analysis, Business Process, CRM, Brokers, Outsourcing, Management, Data Center, Leadership, Project Planning, Business Intelligence, Enterprise Architecture, IT Strategy, Process Improvement, Project Portfolio..., Requirements Analysis, Requirements Gathering, SharePoint, Software Project..., Strategic Planning, Vendor Management, Visio, Business Process..., IT Management, Integration, Strategic Partnerships, Project Delivery, Governance, Risk Management
Education
Southern New Hampshire University
M.S., Organizational Leadership
Project Management Institute
PMP, Project Management
International Scrum Institute
Scrum Master certified, Agile
Plymouth State University
B.S., Marketing w/Minor in German
Vicenza American High School, Italy
Diploma
State Street January 2015 - Present
MassMutual Financial Group March 2013 - November 2014
CVS Caremark Corporation October 2012 - March 2013
Iron Mountain August 2012 - October 2012
National Grid December 2011 - May 2012
Bain Capital February 2011 - November 2011
Royal Bank of Scotland Group June 2008 - February 2011
Town of Dedham May 2008 - January 2010
State Street Corporation July 2007 - June 2008
Investors Bank and Trust July 2006 - July 2007
Skills
Agile Project Management, Cloud Computing, CRM software, Computer Security, Enterprise Risk..., Disaster Recovery, Data Center Relocation, Retail Brokerage, Business Continuity, Trading Systems, Renewable Energy, Program Management, ITIL, Product Development, Quality Assurance, Scrum Master, Project Management, Change Management, SDLC, Scrum, PMO, PMP, Business Analysis, Business Process, CRM, Brokers, Outsourcing, Management, Data Center, Leadership, Project Planning, Business Intelligence, Enterprise Architecture, IT Strategy, Process Improvement, Project Portfolio..., Requirements Analysis, Requirements Gathering, SharePoint, Software Project..., Strategic Planning, Vendor Management, Visio, Business Process..., IT Management, Integration, Strategic Partnerships, Project Delivery, Governance, Risk Management
Education
Southern New Hampshire University
M.S., Organizational Leadership
Project Management Institute
PMP, Project Management
International Scrum Institute
Scrum Master certified, Agile
Plymouth State University
B.S., Marketing w/Minor in German
Vicenza American High School, Italy
Diploma
Carline Chery Carline Chery's Investors Bank and Trust Experience February 1999 - June 1999
Job Home Center Foreclosure Prevention Counselor and Educator at Nuestra Comunidad Development Corporation
Industry Accounting
Experience
Nuestra Comunidad Development Corporation September 2014 - Present
Massachusetts Attorney General's Office June 2012 - August 2014
State Street Global Advisors April 2008 - August 2011
The Cooperative Bank April 2006 - April 2008
L'Essence Art Gallery September 2004 - August 2007
JPMorgan Chase Bank June 2000 - January 2004
Boston Equiserve June 1999 - June 2000
Investors Bank and Trust February 1999 - June 1999
Mass Financial Services April 1997 - February 1999
Skills
Microsoft Excel, Investments, Real Estate, Account Reconciliation, General Ledger, Insurance
Education
Cambridge College 2002 — 2004
Master Management in E Commerce, Management
D'Amore-McKim School of Business at Northeastern University 1996 — 1997
Graduate Certificate, Finance
Northeastern University
BS, Business Administration
NeighborWorks Center for Homeownership Education and Counseling
Nuestra Comunidad Development Corporation September 2014 - Present
Massachusetts Attorney General's Office June 2012 - August 2014
State Street Global Advisors April 2008 - August 2011
The Cooperative Bank April 2006 - April 2008
L'Essence Art Gallery September 2004 - August 2007
JPMorgan Chase Bank June 2000 - January 2004
Boston Equiserve June 1999 - June 2000
Investors Bank and Trust February 1999 - June 1999
Mass Financial Services April 1997 - February 1999
Skills
Microsoft Excel, Investments, Real Estate, Account Reconciliation, General Ledger, Insurance
Education
Cambridge College 2002 — 2004
Master Management in E Commerce, Management
D'Amore-McKim School of Business at Northeastern University 1996 — 1997
Graduate Certificate, Finance
Northeastern University
BS, Business Administration
NeighborWorks Center for Homeownership Education and Counseling
Robert Kubica Robert Kubica's Investors Bank and Trust Experience September 1998 - March 2001
Job Risk Analyst Assistant Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2013 - Present
JPMorgan Chase September 2012 - April 2013
JPMorgan Chase November 2011 - September 2012
Bank of New York Mellon July 2006 - May 2009
Evergreen Investments June 2004 - July 2006
State Street Corporation March 2001 - June 2004
Investors Bank and Trust September 1998 - March 2001
Benevolent and Protective Order of Elks June 1996 - June 1998
Skills
Financial Analysis, Accounting, Account Reconciliation, Auditing, Internal Controls, Analysis, General Ledger, Portfolio Management, Investments, Bloomberg, Mutual Funds, Management, Financial Services, Securities, Financial Risk, Microsoft Excel, Business Development, Project Management, Loans, Banking, Process Improvement, Financial Reporting, Cash Management, Forecasting, PowerPoint, Time Management, Business Process..., Recruiting, Internal Audit, Finance, Risk Management, Leadership, Fixed Income, Human Resources, Hedge Funds, Relationship Management, Asset Management, Credit, Credit Cards, Mortgage Banking, Access, Budgets, Customer Service, Trading, Performance Management, Business Analysis, Equities, Data Analysis, PeopleSoft, Mortgage Lending
Education
Chaminade University of Honolulu 1996 — 1997
Master of Business Administration (MBA), Finance, General
Chaminade University of Honolulu 1992 — 1997
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase April 2013 - Present
JPMorgan Chase September 2012 - April 2013
JPMorgan Chase November 2011 - September 2012
Bank of New York Mellon July 2006 - May 2009
Evergreen Investments June 2004 - July 2006
State Street Corporation March 2001 - June 2004
Investors Bank and Trust September 1998 - March 2001
Benevolent and Protective Order of Elks June 1996 - June 1998
Skills
Financial Analysis, Accounting, Account Reconciliation, Auditing, Internal Controls, Analysis, General Ledger, Portfolio Management, Investments, Bloomberg, Mutual Funds, Management, Financial Services, Securities, Financial Risk, Microsoft Excel, Business Development, Project Management, Loans, Banking, Process Improvement, Financial Reporting, Cash Management, Forecasting, PowerPoint, Time Management, Business Process..., Recruiting, Internal Audit, Finance, Risk Management, Leadership, Fixed Income, Human Resources, Hedge Funds, Relationship Management, Asset Management, Credit, Credit Cards, Mortgage Banking, Access, Budgets, Customer Service, Trading, Performance Management, Business Analysis, Equities, Data Analysis, PeopleSoft, Mortgage Lending
Education
Chaminade University of Honolulu 1996 — 1997
Master of Business Administration (MBA), Finance, General
Chaminade University of Honolulu 1992 — 1997
Bachelor of Business Administration (BBA), Accounting
Josh LaPointe's Investors Bank and Trust Experience May 2006 - July 2007
Job Assistant Vice President at Brown Brothers Harriman & Co
Industry Financial Services
Experience
Brown Brothers Harriman September 2015 - Present
State Street April 2012 - August 2015
State Street May 2011 - April 2012
State Street October 2008 - May 2011
State Street July 2007 - September 2008
Investors Bank and Trust May 2006 - July 2007
Skills
Mutual Funds, Accounting, Fixed Income, Securities, Financial Services, Fund Accounting, Equities, Fund Administration, Valuation, System Conversion, Business Transformation, Team Leadership, Team Development, Investments, Financial Reporting
Education
Northeastern University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Massachusetts Bay Community College 2001 — 2002
Business Administration and Management, General
Brown Brothers Harriman September 2015 - Present
State Street April 2012 - August 2015
State Street May 2011 - April 2012
State Street October 2008 - May 2011
State Street July 2007 - September 2008
Investors Bank and Trust May 2006 - July 2007
Skills
Mutual Funds, Accounting, Fixed Income, Securities, Financial Services, Fund Accounting, Equities, Fund Administration, Valuation, System Conversion, Business Transformation, Team Leadership, Team Development, Investments, Financial Reporting
Education
Northeastern University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Massachusetts Bay Community College 2001 — 2002
Business Administration and Management, General
Patricia Tyrrell's Investors Bank and Trust Experience 1994 - 1996
Job Accountant II at Cash America
Industry Accounting
Experience
Cash America November 2014 - Present
UTi Worldwide December 2012 - June 2014
UTi Worldwide September 2006 - December 2012
UTi Worldwide February 2003 - September 2006
UTi Worldwide October 2002 - February 2003
Boston University April 2001 - September 2002
Boston University June 1999 - April 2001
Boston University July 1996 - June 1999
Investors Bank and Trust 1994 - 1996
Skills
Accounting, Management, Accruals, General Ledger, Month End Close, Operational Support, G/L Reconciliations, Account Reconciliation, Budget Reconciliation, Sarbanes-Oxley, Accounts Receivable, Accounts Payable, System Conversion, Logistics, Budgets, Variance Analysis, Consolidation, Cross-functional Team..., Balance Sheet Review, Process Improvement, Journal Entries, Internal Controls
Education
Boston University 1989 — 1993
Bachelor of Science (BS), Business Administration, Accounting
Cash America November 2014 - Present
UTi Worldwide December 2012 - June 2014
UTi Worldwide September 2006 - December 2012
UTi Worldwide February 2003 - September 2006
UTi Worldwide October 2002 - February 2003
Boston University April 2001 - September 2002
Boston University June 1999 - April 2001
Boston University July 1996 - June 1999
Investors Bank and Trust 1994 - 1996
Skills
Accounting, Management, Accruals, General Ledger, Month End Close, Operational Support, G/L Reconciliations, Account Reconciliation, Budget Reconciliation, Sarbanes-Oxley, Accounts Receivable, Accounts Payable, System Conversion, Logistics, Budgets, Variance Analysis, Consolidation, Cross-functional Team..., Balance Sheet Review, Process Improvement, Journal Entries, Internal Controls
Education
Boston University 1989 — 1993
Bachelor of Science (BS), Business Administration, Accounting
Shannon Leah Wnukowski's Investors Bank and Trust Experience June 2005 - June 2006
Job Sales Operations Specialist at SeraCare Life Sciences, Inc
Industry Medical Devices
Experience
SeraCare Life Sciences August 2015 - Present
National Marker Company October 2014 - August 2015
Unfors RaySafe ( Fluke Biomedical) May 2013 - September 2014
Unfors RaySafe April 2012 - May 2013
Hologic, Inc November 2009 - April 2012
AIG- Imperial AI Credit June 2006 - June 2009
Investors Bank and Trust June 2005 - June 2006
Pioneer Investments December 2003 - June 2005
Citizens Bank September 1999 - December 2003
Skills
Sales, Customer Satisfaction, Management, Salesforce.com, Cold Calling, inside sales, Constant Contact, Marketing, Marketing Operations, Medical Devices, Process Improvement, Account Management, Project Management, New Business Development, Negotiation, Sales Management, Software Documentation, Microsoft Office, Microsoft Excel, Customer Service, Team Building, Training, Performance Dashboards, Dashboard, Dashboard Builder, Marketing Analytics, Kaizen, Sales Operations, Cross-functional Team..., CRM, Leadership
Education
Curry College 1998 — 2002
Bachelor's degree, Business Administration, Management and Operations
SeraCare Life Sciences August 2015 - Present
National Marker Company October 2014 - August 2015
Unfors RaySafe ( Fluke Biomedical) May 2013 - September 2014
Unfors RaySafe April 2012 - May 2013
Hologic, Inc November 2009 - April 2012
AIG- Imperial AI Credit June 2006 - June 2009
Investors Bank and Trust June 2005 - June 2006
Pioneer Investments December 2003 - June 2005
Citizens Bank September 1999 - December 2003
Skills
Sales, Customer Satisfaction, Management, Salesforce.com, Cold Calling, inside sales, Constant Contact, Marketing, Marketing Operations, Medical Devices, Process Improvement, Account Management, Project Management, New Business Development, Negotiation, Sales Management, Software Documentation, Microsoft Office, Microsoft Excel, Customer Service, Team Building, Training, Performance Dashboards, Dashboard, Dashboard Builder, Marketing Analytics, Kaizen, Sales Operations, Cross-functional Team..., CRM, Leadership
Education
Curry College 1998 — 2002
Bachelor's degree, Business Administration, Management and Operations
Kris Tasker's Investors Bank and Trust Experience March 2005 - October 2005
Job Compliance Manager II
Industry Financial Services
Experience
Wells Fargo Funds Management May 2015 - Present
Citizens Bank June 2013 - March 2015
Citizens Bank May 2008 - June 2013
Evergreen Investments October 2005 - May 2008
Investors Bank and Trust March 2005 - October 2005
Investors Bank and Trust October 2004 - March 2005
Putnam Investments June 2003 - October 2004
Putnam Investments January 2002 - June 2003
Putnam Investments April 2000 - January 2002
Putnam Investments May 1998 - April 2000
Skills
AML, Banking, Financial Risk, Finance, Portfolio Management, Due Diligence, Investments, Auditing, Internal Audit, Mutual Funds, Vendor Management, Corporate Finance, Risk Assessment, Operational Risk
Education
College of the Holy Cross 1991 — 1996
B.A., History
Medway High School 1987 — 1991
Wells Fargo Funds Management May 2015 - Present
Citizens Bank June 2013 - March 2015
Citizens Bank May 2008 - June 2013
Evergreen Investments October 2005 - May 2008
Investors Bank and Trust March 2005 - October 2005
Investors Bank and Trust October 2004 - March 2005
Putnam Investments June 2003 - October 2004
Putnam Investments January 2002 - June 2003
Putnam Investments April 2000 - January 2002
Putnam Investments May 1998 - April 2000
Skills
AML, Banking, Financial Risk, Finance, Portfolio Management, Due Diligence, Investments, Auditing, Internal Audit, Mutual Funds, Vendor Management, Corporate Finance, Risk Assessment, Operational Risk
Education
College of the Holy Cross 1991 — 1996
B.A., History
Medway High School 1987 — 1991
Jim McGovern Jim McGovern's Investors Bank and Trust Experience January 1994 - June 1994
Job Sales Manager at Hunter Industries
Industry Plastics
Experience
Hunter Industries October 2003 - Present
Citizens Bank February 2002 - October 2003
Hunter Industries October 1997 - December 2000
Larchmont Engineering and Irrigation June 1994 - October 1997
Investors Bank and Trust January 1994 - June 1994
Skills
Inventory Management, Budgeting, Purchasing, Troubleshooting, Customer Relations, Sales Management, SugarCRM, Sales Presentations, Technical Presentations, Lead Generation, Trade Show Presentations, Sales, Customer Service, Budgets, Sales Operations, Leadership, Marketing Management, Irrigation, Training, New Business Development, Forecasting, Contract Negotiation, Management, Team Building
Education
Bentley University 1989 — 1993
Finance, Economics, Accounting
RMIT University 1991 — 1991
Semester Abroad, General
Hunter Industries October 2003 - Present
Citizens Bank February 2002 - October 2003
Hunter Industries October 1997 - December 2000
Larchmont Engineering and Irrigation June 1994 - October 1997
Investors Bank and Trust January 1994 - June 1994
Skills
Inventory Management, Budgeting, Purchasing, Troubleshooting, Customer Relations, Sales Management, SugarCRM, Sales Presentations, Technical Presentations, Lead Generation, Trade Show Presentations, Sales, Customer Service, Budgets, Sales Operations, Leadership, Marketing Management, Irrigation, Training, New Business Development, Forecasting, Contract Negotiation, Management, Team Building
Education
Bentley University 1989 — 1993
Finance, Economics, Accounting
RMIT University 1991 — 1991
Semester Abroad, General
Ben Goldenberg Ben Goldenberg's Investors Bank and Trust Experience July 2005 - July 2007
Job Lead Sales Engineer at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems October 2012 - Present
Eagle Investment Systems April 2010 - October 2012
Eagle Investment Systems July 2007 - April 2010
Investors Bank and Trust July 2005 - July 2007
Investors Bank and Trust July 2004 - July 2005
Skills
Financial Services, Back Office, Equities, Fixed Income, Business Analysis, Trading Systems, Microsoft Excel, Portfolio Management, Software Implementation, Corporate Actions, Financial Markets, Business Requirements, Management, Market Data, Mutual Funds, Sales, Eagle STAR, Asset Management, Fund Accounting, Hedge Funds, Microsoft Office, PowerPoint, Public Speaking, Solution Selling, Derivatives, RFP, Options, Middle Office, Securities, Sales Force, Excel, Product Demonstration, Miller Heiman, SaaS, Accounting, Bank Reconciliation, General Ledger, Reference Data, Investment Management, Requirements Gathering, Swaps, Financial Analysis, Alternative Investments, Data Warehousing
Education
Northeastern University 2013 — 2018
Master of Business Administration (M.B.A.), Accounting and Finance
University of Massachusetts, Amherst 1999 — 2004
Bachelors degree, Economics
Eagle Investment Systems October 2012 - Present
Eagle Investment Systems April 2010 - October 2012
Eagle Investment Systems July 2007 - April 2010
Investors Bank and Trust July 2005 - July 2007
Investors Bank and Trust July 2004 - July 2005
Skills
Financial Services, Back Office, Equities, Fixed Income, Business Analysis, Trading Systems, Microsoft Excel, Portfolio Management, Software Implementation, Corporate Actions, Financial Markets, Business Requirements, Management, Market Data, Mutual Funds, Sales, Eagle STAR, Asset Management, Fund Accounting, Hedge Funds, Microsoft Office, PowerPoint, Public Speaking, Solution Selling, Derivatives, RFP, Options, Middle Office, Securities, Sales Force, Excel, Product Demonstration, Miller Heiman, SaaS, Accounting, Bank Reconciliation, General Ledger, Reference Data, Investment Management, Requirements Gathering, Swaps, Financial Analysis, Alternative Investments, Data Warehousing
Education
Northeastern University 2013 — 2018
Master of Business Administration (M.B.A.), Accounting and Finance
University of Massachusetts, Amherst 1999 — 2004
Bachelors degree, Economics
Ken Starr Ken Starr's Investors Bank and Trust Experience 1996 - 2001
Job Vice President at Interactive Data Corporation
Industry Financial Services
Experience
Interactive Data Corporation July 2001 - Present
Expect Miracles Foundation - Financial Services Against Cancer January 2007 - Present
Investors Bank and Trust 1996 - 2001
Bank of Boston 1992 - 1996
Wells Fargo Bank 1990 - 1993
United States Marine Corps January 1987 - April 1991
Skills
Financial Services, Securities, Financial Markets, Fixed Income, Mutual Funds, Equities, Series 7, Alternative Investments, Capital Markets, Hedge Funds, Corporate Actions, Trading, Investments, Wealth Management, Investment Management, Asset Allocation, Portfolio Management, Derivatives, Electronic Trading, Financial Analysis, Trading Systems, Back Office, Options, Risk Management, Bloomberg, Venture Capital, Valuation, FX Options, Bonds, Market Data, Relationship Management, Asset Management, Series 63, Asset Managment, Private Equity, Morningstar
Education
Northeastern University - Graduate School of Business Administration 1999 — 2001
MBA, Business
Northeastern University 1998 — 2001
MBA
Norwich University 1982 — 1986
BS
Braintree High School 1978 — 1982
Interactive Data Corporation July 2001 - Present
Expect Miracles Foundation - Financial Services Against Cancer January 2007 - Present
Investors Bank and Trust 1996 - 2001
Bank of Boston 1992 - 1996
Wells Fargo Bank 1990 - 1993
United States Marine Corps January 1987 - April 1991
Skills
Financial Services, Securities, Financial Markets, Fixed Income, Mutual Funds, Equities, Series 7, Alternative Investments, Capital Markets, Hedge Funds, Corporate Actions, Trading, Investments, Wealth Management, Investment Management, Asset Allocation, Portfolio Management, Derivatives, Electronic Trading, Financial Analysis, Trading Systems, Back Office, Options, Risk Management, Bloomberg, Venture Capital, Valuation, FX Options, Bonds, Market Data, Relationship Management, Asset Management, Series 63, Asset Managment, Private Equity, Morningstar
Education
Northeastern University - Graduate School of Business Administration 1999 — 2001
MBA, Business
Northeastern University 1998 — 2001
MBA
Norwich University 1982 — 1986
BS
Braintree High School 1978 — 1982
Dan MacEachern's Investors Bank and Trust Experience January 2000 - January 2001
Job BuyerBottoms at Casual Male Retail Group
Industry Sporting Goods
Experience
Casual Male Retail Group March 2011 - Present
Casual Male Retail Group March 2011 - October 2012
Adidas Group January 2007 - October 2010
Reebok December 2004 - December 2006
Greg Norman Collection January 2001 - January 2004
Investors Bank and Trust January 2000 - January 2001
Skills
Order Management, Manage Inventory, Product Development, Pricing, Project Management, Footwear, Apparel, Merchandising, Visual Merchandising, Forecasting, Retail, Fashion, Inventory Management, Sourcing, Cross-functional Team..., Product Management, Sporting Goods, Negotiation, Account Management, SAP
Education
Bentley University 1997 — 2000
Marketing, Marketing
Casual Male Retail Group March 2011 - Present
Casual Male Retail Group March 2011 - October 2012
Adidas Group January 2007 - October 2010
Reebok December 2004 - December 2006
Greg Norman Collection January 2001 - January 2004
Investors Bank and Trust January 2000 - January 2001
Skills
Order Management, Manage Inventory, Product Development, Pricing, Project Management, Footwear, Apparel, Merchandising, Visual Merchandising, Forecasting, Retail, Fashion, Inventory Management, Sourcing, Cross-functional Team..., Product Management, Sporting Goods, Negotiation, Account Management, SAP
Education
Bentley University 1997 — 2000
Marketing, Marketing
Aran Gilmore Aran Gilmore's Investors Bank and Trust Experience May 2004 - March 2005
Job Endpoint Technology Specialist at Harvard School of Engineering and Applied Sciences
Industry Higher Education
Experience
Harvard School of Engineering and Applied Sciences January 2013 - Present
UMass Boston September 2011 - January 2013
Simmons College August 2010 - August 2011
Simmons College June 2006 - August 2010
Simmons College May 2005 - June 2006
Investor's Bank and Trust May 2004 - March 2005
Best Buy November 2003 - May 2004
Skills
Active Directory, Windows Server, System Administration, Technical Support, Computer Hardware, Windows, Troubleshooting, Windows 7, Software Installation, XP, OS X, Creative Problem Solving, Virtualization, Application..., Mac OS X, Hardware, Higher Education
Education
University of Massachusetts Boston 2011 — 2013
Bachelor of Arts (B.A.), Art
Simmons College 2005 — 2009
N/A, Computer Science
Northeastern University 1990 — 1991
N/A, Art
Harvard School of Engineering and Applied Sciences January 2013 - Present
UMass Boston September 2011 - January 2013
Simmons College August 2010 - August 2011
Simmons College June 2006 - August 2010
Simmons College May 2005 - June 2006
Investor's Bank and Trust May 2004 - March 2005
Best Buy November 2003 - May 2004
Skills
Active Directory, Windows Server, System Administration, Technical Support, Computer Hardware, Windows, Troubleshooting, Windows 7, Software Installation, XP, OS X, Creative Problem Solving, Virtualization, Application..., Mac OS X, Hardware, Higher Education
Education
University of Massachusetts Boston 2011 — 2013
Bachelor of Arts (B.A.), Art
Simmons College 2005 — 2009
N/A, Computer Science
Northeastern University 1990 — 1991
N/A, Art
Melody O'Hare , PMP Melody O'Hare , PMP's Investors Bank and Trust Experience January 2001 - July 2007
Job Vice President / Sr Project Manager
Industry Financial Services
Experience
Citi May 2012 - Present
Pearson Education August 2010 - May 2012
State Street Corporation July 2007 - March 2009
Investors Bank and Trust January 2001 - July 2007
Sun Life Financial 1992 - 2000
Skills
Program Management, Business Process..., Business Requirements, Change Management, Team Building, Budgets, Workshop Facilitation, SDLC, Business Analysis, Process Improvement
Education
Lesley University 1994 — 1996
MS
Salem State University
BS, BA
Citi May 2012 - Present
Pearson Education August 2010 - May 2012
State Street Corporation July 2007 - March 2009
Investors Bank and Trust January 2001 - July 2007
Sun Life Financial 1992 - 2000
Skills
Program Management, Business Process..., Business Requirements, Change Management, Team Building, Budgets, Workshop Facilitation, SDLC, Business Analysis, Process Improvement
Education
Lesley University 1994 — 1996
MS
Salem State University
BS, BA
Gary Surette's Investors Bank and Trust Experience June 1987 - September 1992
Job Vice President Residential Lending
Industry Real Estate
Experience
Salem Five Bank 1995 - Present
Chase Bank January 1993 - January 1995
Investors Bank and Trust June 1987 - September 1992
Wang Laboratories March 1982 - June 1987
Electronic Data Services (EDS) October 1979 - March 1982
Skills
Credit, FHA, Mortgage Lending, Loans, Refinance, Customer Service, Loan Origination, Mortgage Banking, Small Business Lending, Small Business, Commercial Lending, Underwriting, Commercial Banking, Banking, Residential Mortgages, Consumer Lending, Investments, Insurance, VA loans, First Time Home Buyers, Retail Banking, Investment Properties, Cash Management, Real Estate, Portfolio Management, Credit Analysis, Finance, Real Estate Economics, Credit Risk, Cross Selling, Sellers, Real Estate Financing, Referrals, Financial Analysis, Asset Management, Residential Homes, Financial Services, Strategic Financial..., Mortgage Underwriting, USDA, Risk Management, Construction Loans, Lines Of Credit, Investors, Real Estate Transactions
Education
Boston University - School of Management 1974 — 1978
BS/BA, Finance and Organizational Behavior
Salem Five Bank 1995 - Present
Chase Bank January 1993 - January 1995
Investors Bank and Trust June 1987 - September 1992
Wang Laboratories March 1982 - June 1987
Electronic Data Services (EDS) October 1979 - March 1982
Skills
Credit, FHA, Mortgage Lending, Loans, Refinance, Customer Service, Loan Origination, Mortgage Banking, Small Business Lending, Small Business, Commercial Lending, Underwriting, Commercial Banking, Banking, Residential Mortgages, Consumer Lending, Investments, Insurance, VA loans, First Time Home Buyers, Retail Banking, Investment Properties, Cash Management, Real Estate, Portfolio Management, Credit Analysis, Finance, Real Estate Economics, Credit Risk, Cross Selling, Sellers, Real Estate Financing, Referrals, Financial Analysis, Asset Management, Residential Homes, Financial Services, Strategic Financial..., Mortgage Underwriting, USDA, Risk Management, Construction Loans, Lines Of Credit, Investors, Real Estate Transactions
Education
Boston University - School of Management 1974 — 1978
BS/BA, Finance and Organizational Behavior
ManI Tafari ManI Tafari's Investors Bank and Trust Experience 2001 - 2006
Job Staff Attorney at Legal Aid Society
Industry Legal Services
Experience
Legal Aid Society September 2009 - Present
Legal Aid Society September 2009 - Present
LAS 2009 - 2010
Investors Bank and Trust 2001 - 2006
Education
Pace University School of Law 2006 — 2009
JD, Law
St. Lawrence University 1997 — 2001
BA, History
Legal Aid Society September 2009 - Present
Legal Aid Society September 2009 - Present
LAS 2009 - 2010
Investors Bank and Trust 2001 - 2006
Education
Pace University School of Law 2006 — 2009
JD, Law
St. Lawrence University 1997 — 2001
BA, History
Jeffrey Waskiewicz's Investors Bank and Trust Experience January 2007 - July 2007
Job Senior Software Engineer at Accruent
Industry Computer Software
Experience
Accruent July 2015 - Present
Accruent December 2013 - Present
JMW Consulting August 2006 - Present
NEIEP August 2008 - September 2013
Key Boston, Inc. August 2007 - April 2008
Investor's Bank and Trust January 2007 - July 2007
NexIT, Inc. August 2002 - November 2006
Intellution 1999 - August 2002
Stream, International August 1996 - April 1999
Skills
Microsoft SQL Server, .NET, Databases, C#, ASP.NET, VB.NET, Web Development, Microsoft Exchange, Integration, Automation, Visio, Software Development, Business Analysis, Programming, Program Management, Web Applications, Networking, Operating Systems, Windows Server, Visual Basic, SQL, Agile Methodologies, Management, Servers, Project Management, Technical Support, Software Project..., XML, Cloud Computing
Education
Rensselaer Polytechnic Institute 1993 — 1996
NO, Biochemical Engineering
Mount Saint Charles Academy 1987 — 1993
Diploma, College Prep
Accruent July 2015 - Present
Accruent December 2013 - Present
JMW Consulting August 2006 - Present
NEIEP August 2008 - September 2013
Key Boston, Inc. August 2007 - April 2008
Investor's Bank and Trust January 2007 - July 2007
NexIT, Inc. August 2002 - November 2006
Intellution 1999 - August 2002
Stream, International August 1996 - April 1999
Skills
Microsoft SQL Server, .NET, Databases, C#, ASP.NET, VB.NET, Web Development, Microsoft Exchange, Integration, Automation, Visio, Software Development, Business Analysis, Programming, Program Management, Web Applications, Networking, Operating Systems, Windows Server, Visual Basic, SQL, Agile Methodologies, Management, Servers, Project Management, Technical Support, Software Project..., XML, Cloud Computing
Education
Rensselaer Polytechnic Institute 1993 — 1996
NO, Biochemical Engineering
Mount Saint Charles Academy 1987 — 1993
Diploma, College Prep
Joseph Senato's Investors Bank and Trust Experience September 2004 - February 2006
Job Derivatives Portfolio Accounting Supervisor
Industry Financial Services
Experience
Putnam Investments January 2007 - Present
John Hancock September 2006 - January 2007
Investors Bank and Trust September 2004 - February 2006
JP Morgan FCS 2004 - 2004
State Street Corporation June 1995 - August 2003
Skills
Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Derivatives, Financial Services, Alternative Investments, Corporate Actions, Trading, Fund Accounting, Bloomberg, Asset Management
Education
Bridgewater State College 1995 — 1999
Bachelor of Science (B.S.), Managment Science & Finance
Putnam Investments January 2007 - Present
John Hancock September 2006 - January 2007
Investors Bank and Trust September 2004 - February 2006
JP Morgan FCS 2004 - 2004
State Street Corporation June 1995 - August 2003
Skills
Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Derivatives, Financial Services, Alternative Investments, Corporate Actions, Trading, Fund Accounting, Bloomberg, Asset Management
Education
Bridgewater State College 1995 — 1999
Bachelor of Science (B.S.), Managment Science & Finance
Dana Cumberland Dana Cumberland's Investors Bank and Trust Experience 2001 - October 2002
Job Project Manager PMO
Industry Retail
Experience
7-Eleven April 2015 - Present
7-Eleven September 2014 - April 2015
7-Eleven April 2012 - September 2014
7-Eleven April 2010 - April 2012
Calvin Klein Specialty Retail March 2008 - April 2010
TARGET CORPORATION July 2007 - March 2008
Delaware Investments January 2005 - July 2007
Delaware Investments May 2003 - December 2004
Investors Bank and Trust 2001 - October 2002
Skills
Project Management, Operations Management, Retail, Leadership, Strategic Planning, SharePoint, Adobe Creative Suite, Merchandising, Marketing, Microsoft Office, Sales, Inventory Management, Customer Service, Team Building, Budgets, Coaching, Forecasting
Education
Philadelphia University
MBA, Marketing
Rowan University 1996 — 1999
Bachelor of Science (B.S.), Marketing
7-Eleven April 2015 - Present
7-Eleven September 2014 - April 2015
7-Eleven April 2012 - September 2014
7-Eleven April 2010 - April 2012
Calvin Klein Specialty Retail March 2008 - April 2010
TARGET CORPORATION July 2007 - March 2008
Delaware Investments January 2005 - July 2007
Delaware Investments May 2003 - December 2004
Investors Bank and Trust 2001 - October 2002
Skills
Project Management, Operations Management, Retail, Leadership, Strategic Planning, SharePoint, Adobe Creative Suite, Merchandising, Marketing, Microsoft Office, Sales, Inventory Management, Customer Service, Team Building, Budgets, Coaching, Forecasting
Education
Philadelphia University
MBA, Marketing
Rowan University 1996 — 1999
Bachelor of Science (B.S.), Marketing
Lauren DaSilva Lauren DaSilva's Investors Bank and Trust Experience December 2005 - May 2007
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman October 2013 - July 2015
Brown Brothers Harriman July 2010 - October 2013
Brown Brothers Harriman May 2007 - July 2010
Investors Bank and Trust December 2005 - May 2007
Skills
Lotus Notes, Customer Relations, Outlook, Banking, Customer Service, Accounting, Analysis, Equities, Finance, Financial Services, Fixed Income, Human Resources, Insurance, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Sales, Software Documentation, Time Management, Training
Education
Northeastern University 2013 — 2014
Master of Business Administration (MBA), Certificate with a focus on Management/Leadership and Finance
Suffolk University - Sawyer School of Management 2001 — 2005
Bachelor of Science, Business Administration; International Business
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman October 2013 - July 2015
Brown Brothers Harriman July 2010 - October 2013
Brown Brothers Harriman May 2007 - July 2010
Investors Bank and Trust December 2005 - May 2007
Skills
Lotus Notes, Customer Relations, Outlook, Banking, Customer Service, Accounting, Analysis, Equities, Finance, Financial Services, Fixed Income, Human Resources, Insurance, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Sales, Software Documentation, Time Management, Training
Education
Northeastern University 2013 — 2014
Master of Business Administration (MBA), Certificate with a focus on Management/Leadership and Finance
Suffolk University - Sawyer School of Management 2001 — 2005
Bachelor of Science, Business Administration; International Business
Jamie Ragaglia Jamie Ragaglia's Investors Bank and Trust Experience December 2003 - July 2005
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments February 2011 - December 2013
Fidelity Investments July 2008 - February 2011
Fidelity Investments May 2007 - July 2008
Fidelity Investments July 2006 - May 2007
Fidelity Investments August 2005 - July 2006
Investors Bank and Trust December 2003 - July 2005
Skills
Defined Benefit, Retirement, Pensions, Employee Benefits, Process Improvement, Microsoft Excel, Benefits Administration, Microsoft Office, Risk Management, PowerPoint, Financial Services, Pension Administration
Education
Norwich University 2008 — 2009
Masters, Business Administration
Norwich University 1999 — 2003
Bachelors of Science, Economics
Fidelity Investments January 2014 - Present
Fidelity Investments February 2011 - December 2013
Fidelity Investments July 2008 - February 2011
Fidelity Investments May 2007 - July 2008
Fidelity Investments July 2006 - May 2007
Fidelity Investments August 2005 - July 2006
Investors Bank and Trust December 2003 - July 2005
Skills
Defined Benefit, Retirement, Pensions, Employee Benefits, Process Improvement, Microsoft Excel, Benefits Administration, Microsoft Office, Risk Management, PowerPoint, Financial Services, Pension Administration
Education
Norwich University 2008 — 2009
Masters, Business Administration
Norwich University 1999 — 2003
Bachelors of Science, Economics
Matthew Bedard Matthew Bedard's Investors Bank and Trust Experience June 2005 - November 2007
Job Financial Analyst at LCB Senior Living, LLC
Industry Financial Services
Experience
LCB Senior Living, LLC September 2015 - Present
Brown Brothers Harriman June 2015 - September 2015
Brown Brothers Harriman November 2007 - June 2015
INVESTORS BANK AND TRUST June 2005 - November 2007
Skills
Accounting, Process Improvement, Analytics, Financial Analysis, Analysis, Bloomberg, Risk Management, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Office, Customer Service, Microsoft Word, Research, Outlook, Project Management, Windows, HTML, English, Team Building, Teaching, Equities, Fixed Income, Derivatives, Cross-functional Team..., New Technology..., Data Analysis, Manage Client..., Account Management, Team Management, Building Relationships, Operational Risk..., Risk Analytics, Enterprise Risk..., Nurturing, Identifying Trends, Process Control, Relationship Management, Staff Development, Workflow Management, Operations Management, Claims Resolution, Claims Management, Claims Investigations
Education
Northeastern University - Graduate School of Business Administration 2009 — 2014
Master's Degree, Finance/Healthcare
Assumption College 2001 — 2005
B.A, Accounting
LCB Senior Living, LLC September 2015 - Present
Brown Brothers Harriman June 2015 - September 2015
Brown Brothers Harriman November 2007 - June 2015
INVESTORS BANK AND TRUST June 2005 - November 2007
Skills
Accounting, Process Improvement, Analytics, Financial Analysis, Analysis, Bloomberg, Risk Management, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Office, Customer Service, Microsoft Word, Research, Outlook, Project Management, Windows, HTML, English, Team Building, Teaching, Equities, Fixed Income, Derivatives, Cross-functional Team..., New Technology..., Data Analysis, Manage Client..., Account Management, Team Management, Building Relationships, Operational Risk..., Risk Analytics, Enterprise Risk..., Nurturing, Identifying Trends, Process Control, Relationship Management, Staff Development, Workflow Management, Operations Management, Claims Resolution, Claims Management, Claims Investigations
Education
Northeastern University - Graduate School of Business Administration 2009 — 2014
Master's Degree, Finance/Healthcare
Assumption College 2001 — 2005
B.A, Accounting
Matt Bugbee, PMP Matt Bugbee, PMP's Investors Bank and Trust Experience October 1999 - June 2003
Job Partner at Bugbee Consulting, LLC
Industry Management Consulting
Experience
Bugbee Consulting, LLC March 2007 - Present
Bugbee Consulting, LLC March 2007 - November 2011
Infinitive April 2006 - March 2007
Deloitte & Touche LLP August 2003 - March 2006
Investor's Bank and Trust October 1999 - June 2003
State Street Bank January 1998 - October 1999
Skills
Management Consulting, PMO, Program Management, Business Process..., Process Improvement, Change Management, Government Contracting, PMP, Project Management..., IT Management, Forensic Accounting, CRM, Strategic Planning, Cross-functional Team..., Risk Management, Business Process, Leadership, Project Management, Business Analysis, Accounting, Business Strategy, Government, Management, Enterprise Architecture, Resource Management, Professional Services, Requirements Analysis, Strategy, IT Strategy, Business Transformation, Project Portfolio..., Analysis, Governance, Data Analysis, Consulting, Business Process..., Policy, Integration, Business Intelligence, Organizational Design, Process Engineering, Executive Management, Business Process Design, Vendor Management, SDLC, ERP
Education
Merrimack College 1993 — 1997
BA, Business Management
Silver Lake 1989 — 1993
Bugbee Consulting, LLC March 2007 - Present
Bugbee Consulting, LLC March 2007 - November 2011
Infinitive April 2006 - March 2007
Deloitte & Touche LLP August 2003 - March 2006
Investor's Bank and Trust October 1999 - June 2003
State Street Bank January 1998 - October 1999
Skills
Management Consulting, PMO, Program Management, Business Process..., Process Improvement, Change Management, Government Contracting, PMP, Project Management..., IT Management, Forensic Accounting, CRM, Strategic Planning, Cross-functional Team..., Risk Management, Business Process, Leadership, Project Management, Business Analysis, Accounting, Business Strategy, Government, Management, Enterprise Architecture, Resource Management, Professional Services, Requirements Analysis, Strategy, IT Strategy, Business Transformation, Project Portfolio..., Analysis, Governance, Data Analysis, Consulting, Business Process..., Policy, Integration, Business Intelligence, Organizational Design, Process Engineering, Executive Management, Business Process Design, Vendor Management, SDLC, ERP
Education
Merrimack College 1993 — 1997
BA, Business Management
Silver Lake 1989 — 1993
Lauren (Hull) Snowden Lauren (Hull) Snowden's Investors Bank and Trust Experience September 2001 - February 2003
Job Statewide Training Coordinator, University of California Master Gardener Program
Industry Education Management
Experience
University of California Master Gardener Program April 2015 - Present
Yuba County Health and Human Services February 2003 - April 2015
Investors Bank and Trust September 2001 - February 2003
Skills
Microsoft Office, Government, Public Speaking, Policy Analysis, Policy, Microsoft Excel, Research, Project Management, Customer Service, Newsletters, Announcements, Events Organisation, Party Planning, Deadline Oriented
Education
Saint Mary's College of California 1997 — 2001
B.S., Business Administration, Minor Economics
Napa High School 1994 — 1997
High School Diploma, General Education
University of California Master Gardener Program April 2015 - Present
Yuba County Health and Human Services February 2003 - April 2015
Investors Bank and Trust September 2001 - February 2003
Skills
Microsoft Office, Government, Public Speaking, Policy Analysis, Policy, Microsoft Excel, Research, Project Management, Customer Service, Newsletters, Announcements, Events Organisation, Party Planning, Deadline Oriented
Education
Saint Mary's College of California 1997 — 2001
B.S., Business Administration, Minor Economics
Napa High School 1994 — 1997
High School Diploma, General Education
Josh Gates's Investors Bank and Trust Experience 2006 - 2007
Job Business Relationship Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2012 - Present
Brown Brothers Harriman April 2010 - September 2012
State Street 2008 - 2010
Investors Bank and Trust 2006 - 2007
MFS Investment Management 2000 - 2006
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Political Science/Communications
Northeastern University
Graduate studies
MFS Investment Management September 2012 - Present
Brown Brothers Harriman April 2010 - September 2012
State Street 2008 - 2010
Investors Bank and Trust 2006 - 2007
MFS Investment Management 2000 - 2006
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Political Science/Communications
Northeastern University
Graduate studies
Tom Anderson, PMP Tom Anderson, PMP's Investors Bank and Trust Experience 2002 - 2005
Job AVP, Systems, Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman April 2006 - Present
Investors Bank and Trust 2002 - 2005
Converge 2000 - 2001
Genuity 1998 - 2000
ADP 1995 - 1998
Skills
Software Project..., Agile Methodologies, SDLC, Enterprise Architecture, Process Improvement, Master Data Management, CRM, SOA, Business Intelligence, Data Warehousing, IT Infrastructure..., Data Governance, Databases, Finance, Global Custody, Requirements Analysis, Requirements Gathering, Vendor Management, Management
Education
Boston University 1992 — 1998
MBA, Finance
Wittenberg University 1983 — 1987
BA, Business, Music
Brown Brothers Harriman April 2006 - Present
Investors Bank and Trust 2002 - 2005
Converge 2000 - 2001
Genuity 1998 - 2000
ADP 1995 - 1998
Skills
Software Project..., Agile Methodologies, SDLC, Enterprise Architecture, Process Improvement, Master Data Management, CRM, SOA, Business Intelligence, Data Warehousing, IT Infrastructure..., Data Governance, Databases, Finance, Global Custody, Requirements Analysis, Requirements Gathering, Vendor Management, Management
Education
Boston University 1992 — 1998
MBA, Finance
Wittenberg University 1983 — 1987
BA, Business, Music
Shawn O'Brien, CFA Shawn O'Brien, CFA's Investors Bank and Trust Experience May 2007 - August 2007
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street December 2014 - Present
State Street October 2012 - December 2014
State Street August 2011 - October 2012
State Street August 2008 - August 2011
Investor's Bank and Trust May 2007 - August 2007
Skills
Mutual Funds, Financial Analysis, Currency Exchange, FX Derivatives, Financial Markets, Microsoft Excel, Security Analysis, Investment Management, Fixed Income, Bloomberg
Education
Boston College 2015 — 2017
Master’s Degree, Applied Economics
Merrimack College 2004 — 2008
Bachelor's, Finance
Wayland High School
State Street December 2014 - Present
State Street October 2012 - December 2014
State Street August 2011 - October 2012
State Street August 2008 - August 2011
Investor's Bank and Trust May 2007 - August 2007
Skills
Mutual Funds, Financial Analysis, Currency Exchange, FX Derivatives, Financial Markets, Microsoft Excel, Security Analysis, Investment Management, Fixed Income, Bloomberg
Education
Boston College 2015 — 2017
Master’s Degree, Applied Economics
Merrimack College 2004 — 2008
Bachelor's, Finance
Wayland High School
Jeff Piazza Jeff Piazza's Investors Bank and Trust Experience September 2001 - July 2007
Job Asset Servicing Anaylst, Officer
Industry Financial Services
Experience
State Street Bank October 2012 - Present
State Street Bank July 2007 - October 2012
Investors Bank and Trust September 2001 - July 2007
Skills
Client Service, Reconciliation, Global Tax Reclaims, Documentation, Account Reconciliation, Tax, Microsoft Excel, Software Documentation, Client Services, Investments, Due Diligence, Equities, Financial Services, Mutual Funds, Securities, Fund Accounting, Financial Analysis, Management, Accounting, Fixed Income, Corporate Actions
Education
Stonehill College 1997 — 2001
Bachelor of Arts (B.A.), Sociology
Cambridge College
Masters, Management
State Street Bank October 2012 - Present
State Street Bank July 2007 - October 2012
Investors Bank and Trust September 2001 - July 2007
Skills
Client Service, Reconciliation, Global Tax Reclaims, Documentation, Account Reconciliation, Tax, Microsoft Excel, Software Documentation, Client Services, Investments, Due Diligence, Equities, Financial Services, Mutual Funds, Securities, Fund Accounting, Financial Analysis, Management, Accounting, Fixed Income, Corporate Actions
Education
Stonehill College 1997 — 2001
Bachelor of Arts (B.A.), Sociology
Cambridge College
Masters, Management
Eric Foley, CFP®'s Investors Bank and Trust Experience July 2004 - November 2005
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
CCO Wealth Management February 2012 - December 2014
Sun Life Financial Distributors March 2008 - January 2012
Fidelity Investments November 2005 - March 2008
Investors Bank and Trust July 2004 - November 2005
Skills
Mutual Funds, Series 6, 401k, Fixed Annuities, Financial Services, Financial Advisory, Series 63, Investments, Retirement, Insurance, Variable Annuities, Series 7, Finance, Series 66, Series 26, Strategic Financial..., Retirement Planning, Relationship Management, Life Insurance, FINRA, Sales Presentations, Equity Indexed Annuities, Structured Products, Separately Managed..., Financial Planners, Life, Long-term Care
Education
Northeastern University 2000 — 2004
Bachelor of Science Degree, Business Administration; Finance
TIAA-CREF December 2014 - Present
CCO Wealth Management February 2012 - December 2014
Sun Life Financial Distributors March 2008 - January 2012
Fidelity Investments November 2005 - March 2008
Investors Bank and Trust July 2004 - November 2005
Skills
Mutual Funds, Series 6, 401k, Fixed Annuities, Financial Services, Financial Advisory, Series 63, Investments, Retirement, Insurance, Variable Annuities, Series 7, Finance, Series 66, Series 26, Strategic Financial..., Retirement Planning, Relationship Management, Life Insurance, FINRA, Sales Presentations, Equity Indexed Annuities, Structured Products, Separately Managed..., Financial Planners, Life, Long-term Care
Education
Northeastern University 2000 — 2004
Bachelor of Science Degree, Business Administration; Finance
Patricia Lombardi's Investors Bank and Trust Experience March 1999 - January 2005
Job Business Manager, Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management January 2005 - Present
Investors Bank and Trust March 1999 - January 2005
Education
Emerson College 1990 — 1994
Bachelor of Science, Communications
Wellington Management January 2005 - Present
Investors Bank and Trust March 1999 - January 2005
Education
Emerson College 1990 — 1994
Bachelor of Science, Communications
Kathleen Buckley's Investors Bank and Trust Experience 1990 - 1994
Job Financial Services Advisory at PwC
Industry Information Technology and Services
Experience
PwC July 2015 - Present
FM Global May 2014 - June 2015
RBS Citizens Bank November 2010 - April 2014
RBS October 2009 - October 2010
RBS January 2004 - October 2009
Investors Bank and Trust 1990 - 1994
Skills
Information Security, Business Analysis, CISM, Risk Management, PMP, IT Strategy, Program Management, Governance, Information Security..., Financial Risk, SDLC, Enterprise Risk..., Vendor Management, Security, PMO, Identity Management, Business Continuity, Disaster Recovery, Strategy, CISSP, Information Technology, Banking, Financial Services, CISA, IT Management, Risk Analysis, Operational Risk..., Data Privacy, Sarbanes-Oxley Act, Business Continuity..., Vulnerability Management, Project Portfolio..., Risk Assessment, IT Audit, Vulnerability Assessment, Computer Security, Incident Management, Operational Risk, COBIT, Security Audits, Privacy Law, PCI DSS, ISO 27001, GLBA, Business Requirements, Sail point
Education
Boston College
BA
SANS Institute
GIAC Security Leadership Certification (GSLC)
Bryant University
Certification
Bryant University
Certification
Bryant University
Certification
PwC July 2015 - Present
FM Global May 2014 - June 2015
RBS Citizens Bank November 2010 - April 2014
RBS October 2009 - October 2010
RBS January 2004 - October 2009
Investors Bank and Trust 1990 - 1994
Skills
Information Security, Business Analysis, CISM, Risk Management, PMP, IT Strategy, Program Management, Governance, Information Security..., Financial Risk, SDLC, Enterprise Risk..., Vendor Management, Security, PMO, Identity Management, Business Continuity, Disaster Recovery, Strategy, CISSP, Information Technology, Banking, Financial Services, CISA, IT Management, Risk Analysis, Operational Risk..., Data Privacy, Sarbanes-Oxley Act, Business Continuity..., Vulnerability Management, Project Portfolio..., Risk Assessment, IT Audit, Vulnerability Assessment, Computer Security, Incident Management, Operational Risk, COBIT, Security Audits, Privacy Law, PCI DSS, ISO 27001, GLBA, Business Requirements, Sail point
Education
Boston College
BA
SANS Institute
GIAC Security Leadership Certification (GSLC)
Bryant University
Certification
Bryant University
Certification
Bryant University
Certification
Alfred Fritzsche V Alfred Fritzsche V's Investors Bank and Trust Experience July 2004 - August 2005
Job Senior Intake and Compliance Attorney at Ropes & Gray LLP
Industry Law Practice
Experience
Senior February 2015 - Present
Ropes & Gray LLP April 2012 - February 2015
Private Practice December 2009 - April 2012
Weil Gotshal and Manges September 2008 - December 2009
District of Columbia Court of Appeals May 2006 - September 2006
Investor's Bank and Trust July 2004 - August 2005
Education
American University, Washington College of Law 2005 — 2008
J.D.
Boston College 2000 — 2004
BA, cum laude
King's College 2002 — 2002
BA
Senior February 2015 - Present
Ropes & Gray LLP April 2012 - February 2015
Private Practice December 2009 - April 2012
Weil Gotshal and Manges September 2008 - December 2009
District of Columbia Court of Appeals May 2006 - September 2006
Investor's Bank and Trust July 2004 - August 2005
Education
American University, Washington College of Law 2005 — 2008
J.D.
Boston College 2000 — 2004
BA, cum laude
King's College 2002 — 2002
BA
Oubonrath Nithnhalay's Investors Bank and Trust Experience 2000 - 2002
Job
Industry Financial Services
Experience
Wellesley Companies 2007 - 2008
Oubon Cafe 2002 - 2007
Investors Bank and Trust 2000 - 2002
Education
Bentley University 1996 — 2000
Bachelor of Science, Economics - Finance
Wellesley Companies 2007 - 2008
Oubon Cafe 2002 - 2007
Investors Bank and Trust 2000 - 2002
Education
Bentley University 1996 — 2000
Bachelor of Science, Economics - Finance
Jinsoo Park, CIA's Investors Bank and Trust Experience October 1998 - December 1999
Job Manager Internal Audit II at Toys R Us
Industry Retail
Experience
Toys R Us February 2013 - Present
Commercial Metals Company July 2007 - January 2013
DR Horton April 2006 - June 2007
Aaron Rents, Inc. February 2000 - April 2006
Investor's Bank and Trust October 1998 - December 1999
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley, GAAP, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Risk Management, External Audit, Financial Audits, Forecasting, Process Improvement, Finance, Risk Assessment, Due Diligence, Financial Risk, Budgets, Financial Statements, Accounts Receivable, Mergers & Acquisitions, Governance, Cost Accounting, Management, US GAAP, SEC filings, COSO, Enterprise Risk..., General Ledger, Valuation, Managerial Finance, Cash Flow, IFRS, Financial Statement...
Education
Boston University 1994 — 1998
BA, Economics
Toys R Us February 2013 - Present
Commercial Metals Company July 2007 - January 2013
DR Horton April 2006 - June 2007
Aaron Rents, Inc. February 2000 - April 2006
Investor's Bank and Trust October 1998 - December 1999
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley, GAAP, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Risk Management, External Audit, Financial Audits, Forecasting, Process Improvement, Finance, Risk Assessment, Due Diligence, Financial Risk, Budgets, Financial Statements, Accounts Receivable, Mergers & Acquisitions, Governance, Cost Accounting, Management, US GAAP, SEC filings, COSO, Enterprise Risk..., General Ledger, Valuation, Managerial Finance, Cash Flow, IFRS, Financial Statement...
Education
Boston University 1994 — 1998
BA, Economics
Cristina Camerota, MBA's Investors Bank and Trust Experience June 2001 - May 2003
Job Human Resources Generalist/Recruiter at Fleetgistics
Industry Logistics and Supply Chain
Experience
Fleetgistics March 2015 - Present
The Bolton Group January 2014 - March 2015
Westfield Bank April 2007 - July 2013
Westfield Bank November 2003 - April 2007
Investors Bank and Trust June 2001 - May 2003
Skills
Human Resources, Accounting, Leadership, Training, Operations Management, Customer Service, Finance, HR Policies, Personnel Management, Banking, Outlook, Mentoring, Auditing, Microsoft Excel, Employee Relations, Employee Learning &..., Budget Process, Budget Setting, Budget Forecasts, Management, Financial Reporting, Recruiting, Budgets, Financial Analysis
Education
American International College 2004 — 2006
MBA, Finance
Assumption College 1997 — 2001
BA, Accounting
Westfield High School
Fleetgistics March 2015 - Present
The Bolton Group January 2014 - March 2015
Westfield Bank April 2007 - July 2013
Westfield Bank November 2003 - April 2007
Investors Bank and Trust June 2001 - May 2003
Skills
Human Resources, Accounting, Leadership, Training, Operations Management, Customer Service, Finance, HR Policies, Personnel Management, Banking, Outlook, Mentoring, Auditing, Microsoft Excel, Employee Relations, Employee Learning &..., Budget Process, Budget Setting, Budget Forecasts, Management, Financial Reporting, Recruiting, Budgets, Financial Analysis
Education
American International College 2004 — 2006
MBA, Finance
Assumption College 1997 — 2001
BA, Accounting
Westfield High School
Nathan Schroeder Nathan Schroeder's Investors Bank and Trust Experience 2004 - 2005
Job Senior Valuation Associate at Empire Valuation Consultants
Industry Financial Services
Experience
Empire Valuation Consultants June 2012 - Present
Empire Valuation Consultants 2008 - 2012
State Street/Investors Bank & Trust 2003 - 2007
Investors Bank and Trust 2004 - 2005
Investors Bank & Trust 2003 - 2004
Skills
Securities, Equities, Hedge Funds, Forecasting, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MS, Finance
Union College 1995 — 1999
BS, Economics
Empire Valuation Consultants June 2012 - Present
Empire Valuation Consultants 2008 - 2012
State Street/Investors Bank & Trust 2003 - 2007
Investors Bank and Trust 2004 - 2005
Investors Bank & Trust 2003 - 2004
Skills
Securities, Equities, Hedge Funds, Forecasting, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MS, Finance
Union College 1995 — 1999
BS, Economics
Mandolyn Hicks Mandolyn Hicks's Investors Bank and Trust Experience August 1999 - May 2005
Job Senior Training Partner
Industry Financial Services
Experience
Citco Fund Services July 2007 - Present
Citco Fund Services May 2005 - July 2007
Investors Bank and Trust August 1999 - May 2005
Barclays Global Investors 1998 - 2001
Skills
Fixed Income, Hedge Funds, Mutual Funds, Capital Markets, Investments, Portfolio Management, Securities, Trading, Equities, Bonds, Corporate Actions, Options, Valuation, Account Reconciliation, Alternative Investments, Training, Accounting
Education
California State University-Sacramento 1993 — 1998
BS, Business Administration, concentration in Accountancy
Penn State University 2009 — 2011
Certificate, Organizational Communication
Citco Fund Services July 2007 - Present
Citco Fund Services May 2005 - July 2007
Investors Bank and Trust August 1999 - May 2005
Barclays Global Investors 1998 - 2001
Skills
Fixed Income, Hedge Funds, Mutual Funds, Capital Markets, Investments, Portfolio Management, Securities, Trading, Equities, Bonds, Corporate Actions, Options, Valuation, Account Reconciliation, Alternative Investments, Training, Accounting
Education
California State University-Sacramento 1993 — 1998
BS, Business Administration, concentration in Accountancy
Penn State University 2009 — 2011
Certificate, Organizational Communication
Brandon Richie, MPM Brandon Richie, MPM's Investors Bank and Trust Experience September 2000 - April 2002
Job Project Manager, Global Business Services at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific January 2011 - Present
Boston Scientific October 2008 - January 2011
Staples March 2004 - October 2008
Investors Bank & Trust April 2002 - March 2004
Investors Bank and Trust September 2000 - April 2002
Greater Boston Mortgage Advisors April 2000 - September 2000
West Virginia Radio Corporation 1997 - 2000
Skills
Process Improvement, Human Resources, Vendor Management, Business Analysis, Change Management, Program Management, Cross-functional Team..., Business Process..., Strategic Planning, PeopleSoft, Project Management, Performance Management, Outsourcing, Executive Presentation..., Public Speaking, PowerPoint, Workshop Facilitation, Cultural Awareness, Business Development, Offshoring, Governance, Global Sourcing, Training Facilitation
Education
Duquesne University 1991 — 1995
BA, Communications
Boston Scientific January 2011 - Present
Boston Scientific October 2008 - January 2011
Staples March 2004 - October 2008
Investors Bank & Trust April 2002 - March 2004
Investors Bank and Trust September 2000 - April 2002
Greater Boston Mortgage Advisors April 2000 - September 2000
West Virginia Radio Corporation 1997 - 2000
Skills
Process Improvement, Human Resources, Vendor Management, Business Analysis, Change Management, Program Management, Cross-functional Team..., Business Process..., Strategic Planning, PeopleSoft, Project Management, Performance Management, Outsourcing, Executive Presentation..., Public Speaking, PowerPoint, Workshop Facilitation, Cultural Awareness, Business Development, Offshoring, Governance, Global Sourcing, Training Facilitation
Education
Duquesne University 1991 — 1995
BA, Communications
Edward J. Taylor Edward J. Taylor's Investors Bank and Trust Experience 2004 - 2007
Job Senior Director
Industry Information Technology and Services
Experience
Top Talent Associates, LLC March 2014 - Present
Suffolk University 2013 - Present
Liberty Mutual April 2007 - February 2014
Investors Bank and Trust 2004 - 2007
Marsh Inc. 2000 - 2003
State Street Global Advisors (SSgA) 1997 - 2000
Scudder Investments 1994 - 1997
Colonial Management 1985 - 1993
Skills
CISA, CISSP, CISM, PMP, SDLC, Program Management, Vendor Management, IT Strategy, Process Improvement, CGEIT, Business Analysis, Business Intelligence, Disaster Recovery, Project Management, Enterprise Architecture
Education
Rochester Institute of Technology 1981 — 1984
M.S., Computer Science
University of Massachusetts at Lowell
B.S., Mathematics
Weymouth HS
Weymouth HS
Weymouth HS
Top Talent Associates, LLC March 2014 - Present
Suffolk University 2013 - Present
Liberty Mutual April 2007 - February 2014
Investors Bank and Trust 2004 - 2007
Marsh Inc. 2000 - 2003
State Street Global Advisors (SSgA) 1997 - 2000
Scudder Investments 1994 - 1997
Colonial Management 1985 - 1993
Skills
CISA, CISSP, CISM, PMP, SDLC, Program Management, Vendor Management, IT Strategy, Process Improvement, CGEIT, Business Analysis, Business Intelligence, Disaster Recovery, Project Management, Enterprise Architecture
Education
Rochester Institute of Technology 1981 — 1984
M.S., Computer Science
University of Massachusetts at Lowell
B.S., Mathematics
Weymouth HS
Weymouth HS
Weymouth HS
Jeff Pasqua's Investors Bank and Trust Experience June 2004 - May 2006
Job Senior Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2008 - Present
Fidelity Investments May 2006 - June 2008
Investors Bank and Trust June 2004 - May 2006
Skills
Financial Services, Business Analysis, Corporate Actions, Project Management, Operations Management, Mutual Funds, User Acceptance Testing, Business Requirements, Fund Accounting, Project Planning, SDLC, Reference Data, Process Redesign, Vendor Management, Implementation Planning, Regulatory Compliance, Anti Money Laundering, KYC, Private Banking, Financial Institutions, Agile & Waterfall..., Project Implementation, Project Delivery
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA
Boston College 2000 — 2004
BS, Finance
Brown Brothers Harriman July 2008 - Present
Fidelity Investments May 2006 - June 2008
Investors Bank and Trust June 2004 - May 2006
Skills
Financial Services, Business Analysis, Corporate Actions, Project Management, Operations Management, Mutual Funds, User Acceptance Testing, Business Requirements, Fund Accounting, Project Planning, SDLC, Reference Data, Process Redesign, Vendor Management, Implementation Planning, Regulatory Compliance, Anti Money Laundering, KYC, Private Banking, Financial Institutions, Agile & Waterfall..., Project Implementation, Project Delivery
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA
Boston College 2000 — 2004
BS, Finance
Jerry Scannell Jerry Scannell's Investors Bank and Trust Experience 2005 - 2007
Job Senior Software and Database Engineer
Industry Investment Banking
Experience
Freelance software and database engineer April 2011 - Present
Fellowship Health Resources September 2011 - April 2012
Anvil International March 2011 - September 2011
Citigroup August 2009 - December 2010
Bank of America June 2007 - April 2010
Investors Bank and Trust 2005 - 2007
Datapoint Corporation 1977 - 1980
Skills
Programming, vb.net, C#, Databases, VB.NET, Oracle, Microsoft SQL Server, SSIS, SQL, ASP.NET, T-SQL, Visual Basic, AJAX, Access, VBA, SDLC, Scrum, ASP
Education
Roger Williams University 1980 — 1985
Bachelor of Science, Computer Science
Community College of RI 1978 — 1980
Associate in Science, Computer Science
Freelance software and database engineer April 2011 - Present
Fellowship Health Resources September 2011 - April 2012
Anvil International March 2011 - September 2011
Citigroup August 2009 - December 2010
Bank of America June 2007 - April 2010
Investors Bank and Trust 2005 - 2007
Datapoint Corporation 1977 - 1980
Skills
Programming, vb.net, C#, Databases, VB.NET, Oracle, Microsoft SQL Server, SSIS, SQL, ASP.NET, T-SQL, Visual Basic, AJAX, Access, VBA, SDLC, Scrum, ASP
Education
Roger Williams University 1980 — 1985
Bachelor of Science, Computer Science
Community College of RI 1978 — 1980
Associate in Science, Computer Science
Brad Dowie's Investors Bank and Trust Experience May 1999 - February 2000
Job Regional Business Manager at Ocean Spray Cranberries
Industry Consumer Goods
Experience
Ocean Spray Cranberries September 2014 - Present
Ocean Spray Cranberries July 2014 - August 2014
Ocean Spray Cranberries November 2009 - July 2014
Ocean Spray Cranberries March 2008 - November 2009
Ocean Spray Cranberries September 2005 - February 2008
Coca-Cola Enterprises October 2004 - September 2005
Coca-Cola Enterprises October 2003 - September 2004
Coca-Cola Enterprises January 2001 - September 2003
Zurich Scudder Investments February 2000 - December 2000
Investors Bank and Trust May 1999 - February 2000
Skills
Trade Marketing, Consumer Products, Grocery, Shopper Marketing, Customer Insight, Income Statement, Forecasting, National Accounts, Sales Operations, Cross-functional Team..., Pricing, Market Planning, Distributors, Food, P&L Analysis, P&L Management, P&L, Management, Retail
Education
Loyola University Maryland 1993 — 1997
BS, Finance
Ocean Spray Cranberries September 2014 - Present
Ocean Spray Cranberries July 2014 - August 2014
Ocean Spray Cranberries November 2009 - July 2014
Ocean Spray Cranberries March 2008 - November 2009
Ocean Spray Cranberries September 2005 - February 2008
Coca-Cola Enterprises October 2004 - September 2005
Coca-Cola Enterprises October 2003 - September 2004
Coca-Cola Enterprises January 2001 - September 2003
Zurich Scudder Investments February 2000 - December 2000
Investors Bank and Trust May 1999 - February 2000
Skills
Trade Marketing, Consumer Products, Grocery, Shopper Marketing, Customer Insight, Income Statement, Forecasting, National Accounts, Sales Operations, Cross-functional Team..., Pricing, Market Planning, Distributors, Food, P&L Analysis, P&L Management, P&L, Management, Retail
Education
Loyola University Maryland 1993 — 1997
BS, Finance
Tom D'Orsi, CFA's Investors Bank and Trust Experience May 2002 - January 2007
Job Vice President at Sankaty Advisors
Industry Investment Management
Experience
Sankaty Advisors September 2007 - Present
Sowood Capital Management February 2007 - September 2007
Investors Bank and Trust May 2002 - January 2007
Skills
Hedge Funds, Fixed Income, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Equities, Valuation, Investments, Private Equity, Corporate Finance, Portfolio Management, Asset Managment, Derivatives, Securities, Business Analysis, Risk Management
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance Concentration
The George Washington University - School of Business 1998 — 2002
BBA, Finance
Sankaty Advisors September 2007 - Present
Sowood Capital Management February 2007 - September 2007
Investors Bank and Trust May 2002 - January 2007
Skills
Hedge Funds, Fixed Income, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Equities, Valuation, Investments, Private Equity, Corporate Finance, Portfolio Management, Asset Managment, Derivatives, Securities, Business Analysis, Risk Management
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance Concentration
The George Washington University - School of Business 1998 — 2002
BBA, Finance
Mark Boudreau's Investors Bank and Trust Experience October 2005 - April 2007
Job Web System Administrator and Developer
Industry Internet
Experience
Harvard University April 2007 - Present
Investors Bank and Trust October 2005 - April 2007
Cato Institute October 2000 - August 2005
Content Advisor May 1997 - February 2000
Hale and Dorr LLP June 1996 - August 1996
Skills
Linux System..., SQL, PHP, Perl, MySQL, Bash, Web Development, Web Applications, CSS, Databases
Education
Bates College 1995 — 1999
BA, Political Science
Harvard University April 2007 - Present
Investors Bank and Trust October 2005 - April 2007
Cato Institute October 2000 - August 2005
Content Advisor May 1997 - February 2000
Hale and Dorr LLP June 1996 - August 1996
Skills
Linux System..., SQL, PHP, Perl, MySQL, Bash, Web Development, Web Applications, CSS, Databases
Education
Bates College 1995 — 1999
BA, Political Science
David Lund's Investors Bank and Trust Experience July 2006 - September 2007
Job Independant Consultant at Project Knowledge, LLC
Industry Information Technology and Services
Experience
Project Knowledge, LLC July 2014 - Present
Haemonetics July 2013 - July 2014
Haemonetics October 2009 - July 2013
Mercury Computer Systems October 2007 - October 2009
Investors Bank and Trust July 2006 - September 2007
Teradyne, Inc August 2004 - July 2006
Stream International August 2000 - August 2004
Stone & Webster November 1998 - July 2000
Teradyne Inc May 1988 - November 1998
Skills
PL/SQL, Oracle E-Business Suite, OBIEE, Financials, Learning Management, Oracle Applications, SQL, Unix, Oracle, Cross-functional Team..., ERP, Oracle HR, Business Intelligence, Supply Chain, Project Management, Testing, Oracle Discoverer, Software Documentation, Enterprise Software, Requirements Analysis
Education
Northeastern University 1993 — 1998
BSBA
Project Knowledge, LLC July 2014 - Present
Haemonetics July 2013 - July 2014
Haemonetics October 2009 - July 2013
Mercury Computer Systems October 2007 - October 2009
Investors Bank and Trust July 2006 - September 2007
Teradyne, Inc August 2004 - July 2006
Stream International August 2000 - August 2004
Stone & Webster November 1998 - July 2000
Teradyne Inc May 1988 - November 1998
Skills
PL/SQL, Oracle E-Business Suite, OBIEE, Financials, Learning Management, Oracle Applications, SQL, Unix, Oracle, Cross-functional Team..., ERP, Oracle HR, Business Intelligence, Supply Chain, Project Management, Testing, Oracle Discoverer, Software Documentation, Enterprise Software, Requirements Analysis
Education
Northeastern University 1993 — 1998
BSBA
Mitchell B. Bendzans's Investors Bank and Trust Experience April 2001 - July 2002
Job Director Systems Operations & Support at Knights of Columbus
Industry Information Technology and Services
Experience
Knights of Columbus March 2013 - Present
ING February 2012 - March 2013
CIGNA Healthcare April 2011 - September 2011
Knights of Columbus October 2009 - April 2011
Timberland January 2009 - July 2009
Keane June 2007 - March 2008
Mortgage Lenders USA July 2006 - February 2007
Keane April 2005 - June 2006
Towers Perrin June 2003 - June 2005
Investors Bank and Trust April 2001 - July 2002
Skills
Project Management, Process Improvement, ITIL, Data Center, Change Management, Disaster Recovery, Outsourcing, Sourcing, Security, Shared Services, Telecommunications, Virtualization, Management, Active Directory
Education
Cambridge College
Masters, Intregrated Studies/Management
Knights of Columbus March 2013 - Present
ING February 2012 - March 2013
CIGNA Healthcare April 2011 - September 2011
Knights of Columbus October 2009 - April 2011
Timberland January 2009 - July 2009
Keane June 2007 - March 2008
Mortgage Lenders USA July 2006 - February 2007
Keane April 2005 - June 2006
Towers Perrin June 2003 - June 2005
Investors Bank and Trust April 2001 - July 2002
Skills
Project Management, Process Improvement, ITIL, Data Center, Change Management, Disaster Recovery, Outsourcing, Sourcing, Security, Shared Services, Telecommunications, Virtualization, Management, Active Directory
Education
Cambridge College
Masters, Intregrated Studies/Management
Sanny Shaikh's Investors Bank and Trust Experience June 1997 - January 2000
Job Senior Manager, Managed Services at Charles River Development
Industry Information Technology and Services
Experience
Charles River Development May 2003 - Present
Evare, LLC January 2000 - May 2003
Investors Bank and Trust June 1997 - January 2000
Skills
Trading Systems, Market Data, Order Management, FX trading, Electronic Trading, Fixed Income
Education
Mansfield University of Pennsylvania 1994 — 1996
Bachelor of Science, Accounting
University of the Punjab, Lahore 1991 — 1993
Bachelor of Commerce, Commerce
Charles River Development May 2003 - Present
Evare, LLC January 2000 - May 2003
Investors Bank and Trust June 1997 - January 2000
Skills
Trading Systems, Market Data, Order Management, FX trading, Electronic Trading, Fixed Income
Education
Mansfield University of Pennsylvania 1994 — 1996
Bachelor of Science, Accounting
University of the Punjab, Lahore 1991 — 1993
Bachelor of Commerce, Commerce
Doug Goldwait's Investors Bank and Trust Experience January 2006 - Present
Job Fund Accountant at Investor's Bank and Trust
Industry Financial Services
Nicole Senesi's Investors Bank and Trust Experience 2000 - 2006
Job Strategic Account Manager
Industry Financial Services
Experience
NASDAQ OMX 2006 - Present
Investors Bank and Trust 2000 - 2006
Skills
Capital Markets, Equities, Asset Managment, Financial Markets, Fixed Income, Account Manage, Investor Relations, Business Strategy, Customer Service, Securities, Mutual Funds, Vendor Management, Mergers & Acquisitions, Financial Analysis
Education
Northeastern University 2002 — 2006
Saint Anselm College 1995 — 1997
NASDAQ OMX 2006 - Present
Investors Bank and Trust 2000 - 2006
Skills
Capital Markets, Equities, Asset Managment, Financial Markets, Fixed Income, Account Manage, Investor Relations, Business Strategy, Customer Service, Securities, Mutual Funds, Vendor Management, Mergers & Acquisitions, Financial Analysis
Education
Northeastern University 2002 — 2006
Saint Anselm College 1995 — 1997
Michael Deakyne's Investors Bank and Trust Experience June 2001 - August 2003
Job
Industry Investment Management
Experience
FHI 360 October 2014 - Present
MModal April 2012 - July 2014
Aricent Group September 2010 - April 2012
Tekelec September 2006 - September 2010
City of Durham October 2003 - September 2006
Investors Bank and Trust June 2001 - August 2003
Putnam Investments August 1999 - January 2000
Skills
Oracle, SAP, Forecasting, Financial Analysis, Microsoft Office, Bloomberg, Tradeweb, Sympro, FX Hedging, Interest Rate Hedging, FX Derivatives, Interest Rate..., FX Options, Covenant Compliance, Treasury Management, Treasury, Insurance, Finance, Accounting, Banking
Education
Wake Forest University School of Business 2005 — 2007
MBA, Finance
Harvard Extension School 2002 — 2003
Investment Finance
Merrimack College 1998 — 2001
Bachelor of Science, Finance
FHI 360 October 2014 - Present
MModal April 2012 - July 2014
Aricent Group September 2010 - April 2012
Tekelec September 2006 - September 2010
City of Durham October 2003 - September 2006
Investors Bank and Trust June 2001 - August 2003
Putnam Investments August 1999 - January 2000
Skills
Oracle, SAP, Forecasting, Financial Analysis, Microsoft Office, Bloomberg, Tradeweb, Sympro, FX Hedging, Interest Rate Hedging, FX Derivatives, Interest Rate..., FX Options, Covenant Compliance, Treasury Management, Treasury, Insurance, Finance, Accounting, Banking
Education
Wake Forest University School of Business 2005 — 2007
MBA, Finance
Harvard Extension School 2002 — 2003
Investment Finance
Merrimack College 1998 — 2001
Bachelor of Science, Finance
James H's Investors Bank and Trust Experience August 2004 - July 2006
Job Director Group :Level PMO and Implementations at SunGard Capital Markets
Industry Information Technology and Services
Experience
SunGard Capital Markets April 2014 - Present
Sungard Brokerage and Clearance November 2007 - April 2014
PFPC July 2006 - November 2007
Investors Bank and Trust August 2004 - July 2006
Bank of America April 2002 - August 2004
Thomson Financial May 2001 - April 2002
DST International May 2000 - May 2001
Sungard March 1995 - May 2000
State Street April 1988 - March 1995
Skills
PMP, PMP-RMP, Prince2, Member of the Scrum..., CSM-Certified Scrum..., Software Development..., SDLC, PMO, Project Portfolio..., Business Strategy, Scrum, Software Project..., IT Management, Business Analysis, Agile Project Management, Project Management, Requirements Analysis, PMI-PMP, PMI-ACP, IT Strategy, Management, PRINCE2, Requirements Gathering, Project Planning
Education
Framingham State College 1998 — 2004
MBA, MBA
Suffolk University 1981 — 1986
Economics, BS
Capella University
PhD, Project Management
SunGard Capital Markets April 2014 - Present
Sungard Brokerage and Clearance November 2007 - April 2014
PFPC July 2006 - November 2007
Investors Bank and Trust August 2004 - July 2006
Bank of America April 2002 - August 2004
Thomson Financial May 2001 - April 2002
DST International May 2000 - May 2001
Sungard March 1995 - May 2000
State Street April 1988 - March 1995
Skills
PMP, PMP-RMP, Prince2, Member of the Scrum..., CSM-Certified Scrum..., Software Development..., SDLC, PMO, Project Portfolio..., Business Strategy, Scrum, Software Project..., IT Management, Business Analysis, Agile Project Management, Project Management, Requirements Analysis, PMI-PMP, PMI-ACP, IT Strategy, Management, PRINCE2, Requirements Gathering, Project Planning
Education
Framingham State College 1998 — 2004
MBA, MBA
Suffolk University 1981 — 1986
Economics, BS
Capella University
PhD, Project Management
George Morgan CISM, CRISC's Investors Bank and Trust Experience July 2005 - July 2007
Job Blue Cross Blue Shield of Massachusetts, Senior Information Security Consultant
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts August 2012 - Present
Iron Mountain December 2010 - January 2012
State Street Bank July 2007 - February 2009
Investors Bank and Trust July 2005 - July 2007
Bank of America 2004 - 2005
FleetBoston Financial 2004 - 2005
BankBoston 1996 - 2000
Skills
Security, Privacy, Information Security..., Requirements Analysis, CISM, Privacy Law, CISSP, Computer Security, Information Security, Disaster Recovery, CISA
Education
University of Pennsylvania
Masters degree
Boston University
Bachelor of Arts (B.A.), Psychology
Blue Cross Blue Shield of Massachusetts August 2012 - Present
Iron Mountain December 2010 - January 2012
State Street Bank July 2007 - February 2009
Investors Bank and Trust July 2005 - July 2007
Bank of America 2004 - 2005
FleetBoston Financial 2004 - 2005
BankBoston 1996 - 2000
Skills
Security, Privacy, Information Security..., Requirements Analysis, CISM, Privacy Law, CISSP, Computer Security, Information Security, Disaster Recovery, CISA
Education
University of Pennsylvania
Masters degree
Boston University
Bachelor of Arts (B.A.), Psychology
Ken Martini's Investors Bank and Trust Experience 2002 - September 2006
Job IT Executive
Industry Financial Services
Experience
Arrowstreet Capital LP. 2006 - January 2013
Investors Bank and Trust 2002 - September 2006
Granitar Inc 2000 - 2001
Condor Technolgy / Linc Systems Corp 1998 - 1999
Linc Systems 1996 - 1999
Information Technologists Inc. (ITI) 1993 - 1995
Towers Perrin TPCF 1991 - 1993
Skills
Software Development, Microsoft SQL Server, SDLC, .NET, Enterprise Architecture, Agile Methodologies, SQL, C#, Business Analysis, Databases, Web Services, Database Design, Data Warehousing, SOA, IT Strategy, Visual Basic, T-SQL, ASP.NET, Data Modeling, Business Intelligence, ETL, SSRS, Software Project...
Education
Rochester Institute of Technology 1986 — 1991
BS, Computer Science
Arrowstreet Capital LP. 2006 - January 2013
Investors Bank and Trust 2002 - September 2006
Granitar Inc 2000 - 2001
Condor Technolgy / Linc Systems Corp 1998 - 1999
Linc Systems 1996 - 1999
Information Technologists Inc. (ITI) 1993 - 1995
Towers Perrin TPCF 1991 - 1993
Skills
Software Development, Microsoft SQL Server, SDLC, .NET, Enterprise Architecture, Agile Methodologies, SQL, C#, Business Analysis, Databases, Web Services, Database Design, Data Warehousing, SOA, IT Strategy, Visual Basic, T-SQL, ASP.NET, Data Modeling, Business Intelligence, ETL, SSRS, Software Project...
Education
Rochester Institute of Technology 1986 — 1991
BS, Computer Science
Maureen Panagrossi's Investors Bank and Trust Experience April 2007 - Present
Job
Industry Financial Services
Experience
Investors Bank and Trust April 2007 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA, Finance
College of the Holy Cross 1993 — 1997
Economics
Investors Bank and Trust April 2007 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA, Finance
College of the Holy Cross 1993 — 1997
Economics
Jonathan Michael Gardere's Investors Bank and Trust Experience June 2000 - August 2001
Job Interinvestments Realty Inc
Industry Real Estate
Experience
Inteinvestments Realty Inc. January 2002 - Present
Investors Bank and Trust June 2000 - August 2001
Skills
Real Estate, First Time Home Buyers, Foreclosures, Relocation, Investment Properties, Luxury, Buyer Representation, Selling, Brokerage, REO, Condos, Leases, Residential Homes, New Home Sales, Sellers, Commercial Real Estate, Real Estate Transactions, Single Family Homes, Referrals, Short Sales, Investors, Real Estate Economics, Real Estate Development, Investments, Listings, Construction, Real Property, Property Management
Education
Boston College 1996 — 2000
BA, Finance
Inteinvestments Realty Inc. January 2002 - Present
Investors Bank and Trust June 2000 - August 2001
Skills
Real Estate, First Time Home Buyers, Foreclosures, Relocation, Investment Properties, Luxury, Buyer Representation, Selling, Brokerage, REO, Condos, Leases, Residential Homes, New Home Sales, Sellers, Commercial Real Estate, Real Estate Transactions, Single Family Homes, Referrals, Short Sales, Investors, Real Estate Economics, Real Estate Development, Investments, Listings, Construction, Real Property, Property Management
Education
Boston College 1996 — 2000
BA, Finance
Joshua Preneta's Investors Bank and Trust 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
Alan Lung's Investors Bank and Trust Experience 2001 - 2003
Job Buyer at Amazon
Industry Wholesale
Experience
Amazon October 2013 - Present
Pointer Ltd January 2012 - Present
JPMorgan Chase January 2006 - January 2009
Brown and Company Securities 2002 - 2006
Investors Bank and Trust 2001 - 2003
Skills
Securities Lending, Trading, Financial Analysis, Microsoft Excel, Forecasting, Financial Modeling, Customer Service, Microsoft Office, Sales, Process Improvement, Business Analysis, Management, Strategic Planning, Account Management, Project Management, Data Analysis, Investments, Bloomberg, Marketing Strategy, Cross-functional Team..., Leadership, Analysis, Operations Management, Pricing, Risk Management
Education
Boston University 1999 — 2004
Bachelor of Science (BS), Accounting and Finance
Amazon October 2013 - Present
Pointer Ltd January 2012 - Present
JPMorgan Chase January 2006 - January 2009
Brown and Company Securities 2002 - 2006
Investors Bank and Trust 2001 - 2003
Skills
Securities Lending, Trading, Financial Analysis, Microsoft Excel, Forecasting, Financial Modeling, Customer Service, Microsoft Office, Sales, Process Improvement, Business Analysis, Management, Strategic Planning, Account Management, Project Management, Data Analysis, Investments, Bloomberg, Marketing Strategy, Cross-functional Team..., Leadership, Analysis, Operations Management, Pricing, Risk Management
Education
Boston University 1999 — 2004
Bachelor of Science (BS), Accounting and Finance
Joseph Marando's Investors Bank and Trust Experience September 2006 - July 2007
Job Vice President at State Street
Industry Computer Software
Experience
State Street July 2007 - Present
Investors Bank and Trust September 2006 - July 2007
Investors Bank & Trust February 2005 - September 2006
Lawson Software July 2001 - February 2005
Account4 September 1999 - July 2001
Skills
Financial Services
Education
Northeastern University
MBA
University of Massachusetts, Amherst 1986 — 1991
BBA, Operations Mgt
State Street July 2007 - Present
Investors Bank and Trust September 2006 - July 2007
Investors Bank & Trust February 2005 - September 2006
Lawson Software July 2001 - February 2005
Account4 September 1999 - July 2001
Skills
Financial Services
Education
Northeastern University
MBA
University of Massachusetts, Amherst 1986 — 1991
BBA, Operations Mgt
Geraldine Baragona's Investors Bank and Trust Experience November 2005 - September 2006
Job Senior Accountant at Michael Kors
Industry Retail
Experience
NBME July 2014 - Present
Michael Kors July 2012 - July 2014
Hugo Boss January 2012 - July 2012
PAREXEL September 2006 - January 2012
PAREXEL September 2006 - March 2007
Investors Bank and Trust November 2005 - September 2006
Skills
Analysis, Budgets, Financial Analysis, Forecasting, Finance, Financial Modeling, Financial Reporting, Variance Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Business Analysis, Accounting, Account Reconciliation, Leadership
Education
University of Massachusetts Lowell 2007 — 2009
MBA, Finance
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Arts, Major: Economics, Minor: Statistics
NBME July 2014 - Present
Michael Kors July 2012 - July 2014
Hugo Boss January 2012 - July 2012
PAREXEL September 2006 - January 2012
PAREXEL September 2006 - March 2007
Investors Bank and Trust November 2005 - September 2006
Skills
Analysis, Budgets, Financial Analysis, Forecasting, Finance, Financial Modeling, Financial Reporting, Variance Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Business Analysis, Accounting, Account Reconciliation, Leadership
Education
University of Massachusetts Lowell 2007 — 2009
MBA, Finance
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Arts, Major: Economics, Minor: Statistics
Tiffany LeFave's Investors Bank and Trust Experience August 2005 - December 2006
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments April 2011 - September 2012
Fidelity Investments September 2007 - February 2011
CapTrust February 2007 - August 2007
Investors Bank and Trust August 2005 - December 2006
Education
Merrimack College 2001 — 2004
Bachelors, Finance
Fidelity Investments September 2012 - Present
Fidelity Investments April 2011 - September 2012
Fidelity Investments September 2007 - February 2011
CapTrust February 2007 - August 2007
Investors Bank and Trust August 2005 - December 2006
Education
Merrimack College 2001 — 2004
Bachelors, Finance
Christina Taddei, RD, LDN's Investors Bank and Trust Experience September 2005 - February 2007
Job Registered Dietitian at Plus One Health Management Inc
Industry Health, Wellness and Fitness
Experience
Plus One Health Management Inc November 2012 - Present
Healthy Habits Kitchen June 2010 - August 2012
Sodexo October 2011 - June 2012
Acadian Asset February 2007 - August 2009
Investors Bank and Trust September 2005 - February 2007
IBT 2005 - 2007
Skills
Cooking, Food Service, Management, Marketing, Menu Development, Nutrition, Nutrition Education, Nutritional Counseling, Training, Wellness
Education
Suffolk University - Sawyer Business School 2006 — 2007
MSF, Finance
Fordham University 1999 — 2003
BS, Economics and Finance
Simmons College
DPD, Nutrition
Plus One Health Management Inc November 2012 - Present
Healthy Habits Kitchen June 2010 - August 2012
Sodexo October 2011 - June 2012
Acadian Asset February 2007 - August 2009
Investors Bank and Trust September 2005 - February 2007
IBT 2005 - 2007
Skills
Cooking, Food Service, Management, Marketing, Menu Development, Nutrition, Nutrition Education, Nutritional Counseling, Training, Wellness
Education
Suffolk University - Sawyer Business School 2006 — 2007
MSF, Finance
Fordham University 1999 — 2003
BS, Economics and Finance
Simmons College
DPD, Nutrition
Kristen Laverty's Investors Bank and Trust Experience November 2005 - July 2007
Job Vice PresidentState Street Corporation
Industry Financial Services
Experience
State Street Corporation August 2007 - Present
Investors Bank and Trust November 2005 - July 2007
Investors Bank & Trust April 2002 - November 2005
State Street Bank January 2000 - February 2002
State Street Toronto January 1999 - December 1999
Education
Regis College
State Street Corporation August 2007 - Present
Investors Bank and Trust November 2005 - July 2007
Investors Bank & Trust April 2002 - November 2005
State Street Bank January 2000 - February 2002
State Street Toronto January 1999 - December 1999
Education
Regis College
Rich Lenihan's Investors Bank and Trust Experience 2005 - 2007
Job Financial Services Operations Executive
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer March 2012 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Bank of America August 2007 - May 2012
Investors Bank and Trust 2005 - 2007
Fidelity Investments 1987 - 2003
Skills
Investment Operations, Outsourcing and..., Mutual Fund Accounting..., Asset Management, Mutual Fund and..., Shareholder and Account..., Qualified Retirement..., Wealth Management..., Operational Risk..., Change Management, Certified Green Belt, Investments
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Securities Industry Institute
Suffolk University 1978 — 1980
MBA, Finance
Isenberg School of Management, UMass Amherst 1972 — 1976
BBA, Accounting
Bentley College
Pension and Employee Benefits Certification
Expect Miracles Foundation - Financial Services Against Cancer March 2012 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Bank of America August 2007 - May 2012
Investors Bank and Trust 2005 - 2007
Fidelity Investments 1987 - 2003
Skills
Investment Operations, Outsourcing and..., Mutual Fund Accounting..., Asset Management, Mutual Fund and..., Shareholder and Account..., Qualified Retirement..., Wealth Management..., Operational Risk..., Change Management, Certified Green Belt, Investments
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Securities Industry Institute
Suffolk University 1978 — 1980
MBA, Finance
Isenberg School of Management, UMass Amherst 1972 — 1976
BBA, Accounting
Bentley College
Pension and Employee Benefits Certification
James Kruskall's Investors Bank and Trust Experience October 2006 - July 2007
Job AVP State Street Corporation
Industry Computer Software
Experience
State Street August 2007 - Present
Investors Bank and Trust October 2006 - July 2007
Skills
Fixed Income, Corporate Actions, Vendor Management, Financial Services, Equities, Mutual Funds
Education
Boston College 1978 — 1982
State Street August 2007 - Present
Investors Bank and Trust October 2006 - July 2007
Skills
Fixed Income, Corporate Actions, Vendor Management, Financial Services, Equities, Mutual Funds
Education
Boston College 1978 — 1982
Amy Brodeur's Investors Bank and Trust Experience July 1999 - June 2000
Job Assistant Treasurer at Isola Group
Industry Higher Education
Experience
Isola Group June 2007 - Present
Harvard University December 2002 - February 2007
Harvard Business School June 2001 - November 2002
Accenture June 2000 - June 2001
Investors Bank and Trust July 1999 - June 2000
Skills
Finance, Accounting, Forecasting
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
Isola Group June 2007 - Present
Harvard University December 2002 - February 2007
Harvard Business School June 2001 - November 2002
Accenture June 2000 - June 2001
Investors Bank and Trust July 1999 - June 2000
Skills
Finance, Accounting, Forecasting
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
Mary Kate Savini's Investors Bank and Trust Experience July 2000 - June 2007
Job AVP/Business Analyst at State Street Bank
Industry Banking
Experience
State Street Bank February 2011 - Present
Zero Chaos April 2010 - February 2011
State Street Bank (Formerly Investors Bank) July 2007 - February 2009
Investors Bank and Trust July 2000 - June 2007
Citizens Bank July 1991 - July 2000
Skills
Fixed Income, Fund Accounting, Mutual Funds, Cash Management, Securities, Equities, Financial Services, Corporate Actions, Back Office, Settlement, Bloomberg, Middle Office, Investments, Derivatives, Business Analysis, Risk Management, Global Custody, Hedge Funds
Education
Argosy University 2009 — 2012
BS, Business Administration
State Street Bank February 2011 - Present
Zero Chaos April 2010 - February 2011
State Street Bank (Formerly Investors Bank) July 2007 - February 2009
Investors Bank and Trust July 2000 - June 2007
Citizens Bank July 1991 - July 2000
Skills
Fixed Income, Fund Accounting, Mutual Funds, Cash Management, Securities, Equities, Financial Services, Corporate Actions, Back Office, Settlement, Bloomberg, Middle Office, Investments, Derivatives, Business Analysis, Risk Management, Global Custody, Hedge Funds
Education
Argosy University 2009 — 2012
BS, Business Administration
Michelle Clement, MBA's Investors Bank and Trust Experience February 2002 - September 2004
Job Investment Professional Global Provider Strategy
Industry Investment Management
Experience
BlackRock October 2014 - Present
BlackRock March 2008 - Present
Barclays Global Investors September 2004 - March 2008
Investors Bank and Trust February 2002 - September 2004
Skills
Portfolio Management, Operations Management, Operational Risk..., Global Investment..., Straight Through..., Business Strategy, Relationship Management, Risk Management, Strategic Partnerships, Asset Management, Alternative Investments, Middle Office, Securities Lending, Governance, Financial Risk, Strategy, Hedge Funds, Equities, Management, Mutual Funds
Education
San Francisco State University, College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Business
California State University-Chico 1997 — 2001
Bachelors of Science, Business Adminstration
BlackRock October 2014 - Present
BlackRock March 2008 - Present
Barclays Global Investors September 2004 - March 2008
Investors Bank and Trust February 2002 - September 2004
Skills
Portfolio Management, Operations Management, Operational Risk..., Global Investment..., Straight Through..., Business Strategy, Relationship Management, Risk Management, Strategic Partnerships, Asset Management, Alternative Investments, Middle Office, Securities Lending, Governance, Financial Risk, Strategy, Hedge Funds, Equities, Management, Mutual Funds
Education
San Francisco State University, College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Business
California State University-Chico 1997 — 2001
Bachelors of Science, Business Adminstration
Karen Lynn--Jones's Investors Bank and Trust Experience 1999 - 1999
Job Senior DBA
Industry Information Technology and Services
Experience
McKesson 1999 - June 2013
Investors Bank and Trust 1999 - 1999
catalink 1997 - 1999
J3 Learning 1992 - 1997
Skills
Microsoft SQL Server, Databases, Disaster Recovery, Oracle, SQL, ETL, Data Modeling, Unix, Database Design, PL/SQL, Integration, SharePoint, Database Administration
Education
Massachusetts Institute of Technology 1981 — 1985
Bachelor of Science (BS)
McKesson 1999 - June 2013
Investors Bank and Trust 1999 - 1999
catalink 1997 - 1999
J3 Learning 1992 - 1997
Skills
Microsoft SQL Server, Databases, Disaster Recovery, Oracle, SQL, ETL, Data Modeling, Unix, Database Design, PL/SQL, Integration, SharePoint, Database Administration
Education
Massachusetts Institute of Technology 1981 — 1985
Bachelor of Science (BS)
Carmen Vetere's Investors Bank and Trust Experience August 2004 - June 2005
Job Vice President, Marketing at Gazelle
Industry Marketing and Advertising
Experience
Gazelle March 2013 - Present
Gazelle June 2011 - February 2013
PerkStreet Financial January 2011 - June 2011
Virgin Money October 2008 - November 2010
Virgin Money October 2007 - October 2008
Compete, Inc June 2005 - October 2007
Investor's Bank and Trust August 2004 - June 2005
Medical Area Federal Credit Union September 2002 - July 2004
Skills
Online Marketing, SEM, SEO, Web Analytics, Customer Experience, Brand Awareness, Email Marketing, Brand Engagement, Social Media, Customer Communications, Online Advertising, Analytics, Affiliate Marketing
Education
Boston University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Gazelle March 2013 - Present
Gazelle June 2011 - February 2013
PerkStreet Financial January 2011 - June 2011
Virgin Money October 2008 - November 2010
Virgin Money October 2007 - October 2008
Compete, Inc June 2005 - October 2007
Investor's Bank and Trust August 2004 - June 2005
Medical Area Federal Credit Union September 2002 - July 2004
Skills
Online Marketing, SEM, SEO, Web Analytics, Customer Experience, Brand Awareness, Email Marketing, Brand Engagement, Social Media, Customer Communications, Online Advertising, Analytics, Affiliate Marketing
Education
Boston University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Sydney Shriver's Investors Bank and Trust Experience January 1994 - April 1997
Job Fairview Fund Administration
Industry Financial Services
Experience
Fairview Fund Administration LLC Financial Services Tax Advisory atMcGladrey & PullenDecember 2011 - 2013
Brown Brothers Harriman July 2006 - December 2011
Deutsche Asset Management November 2000 - July 2006
Ernst & Young April 1997 - December 1999
Investors Bank and Trust January 1994 - April 1997
Powers and Hall PC 1991 - 1993
Skills
Accounting, Mutual Funds, Financial Analysis, Capital Markets, Tax, Process Improvement
Education
New England College
Bachelor’s Degree, Accounting and Finance/ Economics
Waynflete
Fairview Fund Administration LLC Financial Services Tax Advisory atMcGladrey & PullenDecember 2011 - 2013
Brown Brothers Harriman July 2006 - December 2011
Deutsche Asset Management November 2000 - July 2006
Ernst & Young April 1997 - December 1999
Investors Bank and Trust January 1994 - April 1997
Powers and Hall PC 1991 - 1993
Skills
Accounting, Mutual Funds, Financial Analysis, Capital Markets, Tax, Process Improvement
Education
New England College
Bachelor’s Degree, Accounting and Finance/ Economics
Waynflete
David Zohn's Investors Bank and Trust Experience March 2006 - October 2008
Job Director of Land Use & Planning at Burns & Bouchard
Industry Public Relations and Communications
Experience
Burns & Bouchard April 2012 - Present
Cerrell Associates January 2012 - April 2012
Cerrell Associates May 2011 - February 2012
Cerrell Associates May 2010 - May 2011
State Street October 2008 - September 2010
Investors Bank and Trust March 2006 - October 2008
Global Green USA November 2005 - February 2006
Skills
Strategic Communications, Media Relations, Crisis Communications, Entitlements, Community Outreach, Building Permits, Key Message Development
Education
University of Southern California 2009 — 2011
Masters, Public Policy and Management
Harvard University 2006 — 2007
Finance
Colby College 2001 — 2005
Bachelor of Arts, International Studies
Santa Monica High School 1998 — 2001
Burns & Bouchard April 2012 - Present
Cerrell Associates January 2012 - April 2012
Cerrell Associates May 2011 - February 2012
Cerrell Associates May 2010 - May 2011
State Street October 2008 - September 2010
Investors Bank and Trust March 2006 - October 2008
Global Green USA November 2005 - February 2006
Skills
Strategic Communications, Media Relations, Crisis Communications, Entitlements, Community Outreach, Building Permits, Key Message Development
Education
University of Southern California 2009 — 2011
Masters, Public Policy and Management
Harvard University 2006 — 2007
Finance
Colby College 2001 — 2005
Bachelor of Arts, International Studies
Santa Monica High School 1998 — 2001
Meaghan Morneau's Investors Bank and Trust Experience 2006 - June 2007
Job .
Industry Accounting
Experience
Deutsche Bank July 2007 - August 2008
Investors Bank and Trust 2006 - June 2007
John Hancock Signature Services 2003 - 2006
Education
Suffolk University - Sawyer Business School 2005 — 2008
Saint Anselm College 1998 — 2002
Business
Deutsche Bank July 2007 - August 2008
Investors Bank and Trust 2006 - June 2007
John Hancock Signature Services 2003 - 2006
Education
Suffolk University - Sawyer Business School 2005 — 2008
Saint Anselm College 1998 — 2002
Business
Victoria McGowan's Investors Bank and Trust Experience 2002 - 2007
Job Senior Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation April 2002 - Present
Investors Bank and Trust 2002 - 2007
MFS Investment Management April 1990 - April 2002
Skills
Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Fund Accounting, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
MBA
Emory University 1985 — 1989
BA
State Street Corporation April 2002 - Present
Investors Bank and Trust 2002 - 2007
MFS Investment Management April 1990 - April 2002
Skills
Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Fund Accounting, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
MBA
Emory University 1985 — 1989
BA
Doug Piercy's Investors Bank and Trust Experience 2005 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Brown Brothers Harriman October 2007 - Present
Investor's Bank & Trust June 2005 - July 2007
investors bank and trust 2005 - 2007
Skills
Financial Services, Mutual Funds, Securities
Education
Northeastern University 2001 — 2003
BSBA, Finance
Northern Essex Community College
AS, Accounting
Brown Brothers Harriman October 2007 - Present
Investor's Bank & Trust June 2005 - July 2007
investors bank and trust 2005 - 2007
Skills
Financial Services, Mutual Funds, Securities
Education
Northeastern University 2001 — 2003
BSBA, Finance
Northern Essex Community College
AS, Accounting
Galina Shlopak's Investors Bank and Trust Experience August 2004 - July 2007
Job Lead Software QA Engineer at TriZetto Corporation
Industry Computer Software
Experience
TriZetto Corporation 2008 - Present
State Street July 2007 - April 2008
Investors Bank and trust August 2004 - July 2007
McCracken Financial Software November 1999 - January 2004
Skills
Agile Methodologies, Software Quality..., Quality Center, Regression Testing, Testing, Microsoft SQL Server, Test Planning, Databases, SDLC, Scrum, QTP, Test Cases, Test Automation, Defect Tracking, Requirements Analysis
Education
Rhode Island College 1993 — 1998
TriZetto Corporation 2008 - Present
State Street July 2007 - April 2008
Investors Bank and trust August 2004 - July 2007
McCracken Financial Software November 1999 - January 2004
Skills
Agile Methodologies, Software Quality..., Quality Center, Regression Testing, Testing, Microsoft SQL Server, Test Planning, Databases, SDLC, Scrum, QTP, Test Cases, Test Automation, Defect Tracking, Requirements Analysis
Education
Rhode Island College 1993 — 1998
Steve Beltramini's Investors Bank and Trust Experience 2006 - 2007
Job Executive Search / Recruting / Staffing Expert at Santander Bank, N.A.
Industry Staffing and Recruiting
Experience
Santander Bank, N.A. July 2015 - Present
D&S Associates, Inc. July 2007 - July 2015
Investors Bank and Trust 2006 - 2007
Accountpros Executive Search 1994 - 2006
Arthur Andersen LLP 1989 - 1993
Skills
Financial Services, Executive Search, Start-ups, Accounting, Mergers & Acquisitions, Talent Acquisition, Applicant Tracking..., Talent Management, Asset Management, Financial Reporting, Recruiting, Mutual Funds, Technical Recruiting, Internet Recruiting, Sarbanes-Oxley Act, Investments, Private Equity, Management Consulting, Executive Management, Financial Analysis, SEC filings, College Recruiting, Human Resources, Onboarding, Strategy, Finance
Education
KPMG 1987 — 1989
Tax Intern
Bryant University 1985 — 1989
Santander Bank, N.A. July 2015 - Present
D&S Associates, Inc. July 2007 - July 2015
Investors Bank and Trust 2006 - 2007
Accountpros Executive Search 1994 - 2006
Arthur Andersen LLP 1989 - 1993
Skills
Financial Services, Executive Search, Start-ups, Accounting, Mergers & Acquisitions, Talent Acquisition, Applicant Tracking..., Talent Management, Asset Management, Financial Reporting, Recruiting, Mutual Funds, Technical Recruiting, Internet Recruiting, Sarbanes-Oxley Act, Investments, Private Equity, Management Consulting, Executive Management, Financial Analysis, SEC filings, College Recruiting, Human Resources, Onboarding, Strategy, Finance
Education
KPMG 1987 — 1989
Tax Intern
Bryant University 1985 — 1989
Marc Calder's Investors Bank and Trust Experience 2000 - 2004
Job Operations Specialist III at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2005 - Present
Oxford Global Resources November 2003 - March 2005
Investors Bank and Trust 2000 - 2004
Stop & Shop Supermarkets May 1989 - July 2000
Skills
Mutual Funds, Financial Services, Fund Accounting, Settlement, Securities, Wealth Management, Financial Reporting, Bloomberg, Equities, Fund Administration, Banking, Asset Allocation, Relationship Management, Global Custody, Derivatives, Financial Analysis, Asset Managment, Fixed Income, Alternative Investments, Investment Management, Finance, Investment Advisory, Portfolio Management, Risk Management, Strategic Financial..., Client Services, Corporate Actions, Accounting, Middle Office, Credit, Valuation, FX Options, Investments, Hedge Funds, Investment Banking
Education
Salem State College 1994 — 2000
Bachelor of Science (BS), Accounting and Finance
Brown Brothers Harriman May 2005 - Present
Oxford Global Resources November 2003 - March 2005
Investors Bank and Trust 2000 - 2004
Stop & Shop Supermarkets May 1989 - July 2000
Skills
Mutual Funds, Financial Services, Fund Accounting, Settlement, Securities, Wealth Management, Financial Reporting, Bloomberg, Equities, Fund Administration, Banking, Asset Allocation, Relationship Management, Global Custody, Derivatives, Financial Analysis, Asset Managment, Fixed Income, Alternative Investments, Investment Management, Finance, Investment Advisory, Portfolio Management, Risk Management, Strategic Financial..., Client Services, Corporate Actions, Accounting, Middle Office, Credit, Valuation, FX Options, Investments, Hedge Funds, Investment Banking
Education
Salem State College 1994 — 2000
Bachelor of Science (BS), Accounting and Finance
Nicole Ruff's Investors Bank and Trust Experience January 2001 - July 2002
Job Vice President at GCM Grosvenor
Industry Venture Capital & Private Equity
Experience
GCM Grosvenor January 2014 - Present
Credit Suisse March 2010 - January 2014
Corsair Capital March 2007 - December 2009
JPMorgan Partners July 2002 - March 2007
Investors Bank and Trust January 2001 - July 2002
Skills
Corporate Finance, Private Equity, Investment Banking, Due Diligence, Investments, Financial Modeling, Equities, Derivatives, Financial Analysis, Finance, Alternative Investments, Capital Markets, Valuation
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Business
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Psychology
GCM Grosvenor January 2014 - Present
Credit Suisse March 2010 - January 2014
Corsair Capital March 2007 - December 2009
JPMorgan Partners July 2002 - March 2007
Investors Bank and Trust January 2001 - July 2002
Skills
Corporate Finance, Private Equity, Investment Banking, Due Diligence, Investments, Financial Modeling, Equities, Derivatives, Financial Analysis, Finance, Alternative Investments, Capital Markets, Valuation
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Business
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Karin Hammond's Investors Bank and Trust Experience 1995 - 2007
Job Vice President, State Street (formerly Investors Bank& Trust)
Industry Financial Services
Experience
State Street/Investors Bank & Trust August 1995 - Present
Investors Bank and Trust 1995 - 2007
Education
Bates College 1990 — 1994
State Street/Investors Bank & Trust August 1995 - Present
Investors Bank and Trust 1995 - 2007
Education
Bates College 1990 — 1994
Alex Laganas's Investors Bank and Trust Experience 1989 - 1995
Job Manager Internal control and Compliance at John Hancock
Industry Financial Services
Experience
John Hancock January 2008 - Present
JohnHancock May 2006 - December 2007
chase 1998 - 2003
jp morgan chase 1998 - 2003
chase 1998 - 2003
scudder 1995 - 1998
keystone 1995 - 1998
investors bank and trust 1989 - 1995
jp morgan chase 1989 - 1995
chase 1989 - 1995
Education
Eastern Nazarene College 1983 — 1986
John Hancock January 2008 - Present
JohnHancock May 2006 - December 2007
chase 1998 - 2003
jp morgan chase 1998 - 2003
chase 1998 - 2003
scudder 1995 - 1998
keystone 1995 - 1998
investors bank and trust 1989 - 1995
jp morgan chase 1989 - 1995
chase 1989 - 1995
Education
Eastern Nazarene College 1983 — 1986
Andrew Yavarow's Investors Bank and Trust Experience 2005 - 2006
Job Client Executive, Director at Sapient Global Markets
Industry Investment Management
Experience
Sapient Global Markets April 2007 - Present
Investors Bank and Trust 2005 - 2006
CareerBuilder.com 2004 - 2005
BostonWorks 2001 - 2003
webhire 1998 - 2003
Skills
Financial Analysis, Customer Relations, Business Analysis, E-commerce, Project Managment, International Business, Business Strategy
Education
Northeastern University - Graduate School of Business Administration 2003 — 2005
MBA, Finance/Investment with a concentration in International Business
University of Massachusetts at Amherst - Isenberg School of Management 1991 — 1996
Sapient Global Markets April 2007 - Present
Investors Bank and Trust 2005 - 2006
CareerBuilder.com 2004 - 2005
BostonWorks 2001 - 2003
webhire 1998 - 2003
Skills
Financial Analysis, Customer Relations, Business Analysis, E-commerce, Project Managment, International Business, Business Strategy
Education
Northeastern University - Graduate School of Business Administration 2003 — 2005
MBA, Finance/Investment with a concentration in International Business
University of Massachusetts at Amherst - Isenberg School of Management 1991 — 1996
Jonathan Joslin's Investors Bank and Trust Experience October 2001 - Present
Job Senior Software Developer at State Street Bank
Industry Financial Services
Experience
State Street Bank October 2001 - Present
Investors Bank And Trust October 2001 - Present
Education
Northeastern University 1987 — 1994
Bentley University 1983 — 1985
MIS
State Street Bank October 2001 - Present
Investors Bank And Trust October 2001 - Present
Education
Northeastern University 1987 — 1994
Bentley University 1983 — 1985
MIS
Megan Bovat's Investors Bank and Trust Experience August 2004 - August 2006
Job Associate Fund Accounting at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2008 - Present
Bank of New York Mellon August 2006 - May 2008
Investors Bank and Trust August 2004 - August 2006
Education
Bryant University 2000 — 2004
Central High School
Goldman Sachs May 2008 - Present
Bank of New York Mellon August 2006 - May 2008
Investors Bank and Trust August 2004 - August 2006
Education
Bryant University 2000 — 2004
Central High School
Bavin Patel's Investors Bank and Trust Experience 2005 - 2007
Job IT Business Analyst
Industry Financial Services
Experience
John Hancock April 2008 - Present
First Marblehead Corp. 2007 - 2007
Investors bank and trust 2005 - 2007
Education
Bryant University 2002 — 2004
University of Massachusetts Dartmouth 2000 — 2002
John Hancock April 2008 - Present
First Marblehead Corp. 2007 - 2007
Investors bank and trust 2005 - 2007
Education
Bryant University 2002 — 2004
University of Massachusetts Dartmouth 2000 — 2002
Gary Casagrande's Investors Bank and Trust Experience April 2005 - August 2006
Job Head of Financial Reporting and Expense Administration at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2011 - Present
JP Morgan August 2006 - May 2011
Investors Bank and Trust April 2005 - August 2006
Deutsche Asset Management April 2001 - April 2005
State Street Bank July 1994 - April 2001
Skills
Asset Management, Derivatives, Financial Reporting, Financial Services, Fund Accounting, Fund Administration, Investments, Mutual Funds, Risk Management
Education
Bryant University 1990 — 1994
Bachelor of Science in Business Administration, Finance
Brown Brothers Harriman May 2011 - Present
JP Morgan August 2006 - May 2011
Investors Bank and Trust April 2005 - August 2006
Deutsche Asset Management April 2001 - April 2005
State Street Bank July 1994 - April 2001
Skills
Asset Management, Derivatives, Financial Reporting, Financial Services, Fund Accounting, Fund Administration, Investments, Mutual Funds, Risk Management
Education
Bryant University 1990 — 1994
Bachelor of Science in Business Administration, Finance
Marion Finn's Investors Bank and Trust Experience September 1998 - May 2000
Job Assistant Vice President at State Street Corp
Industry Banking
Experience
State Street Bank September 2006 - December 2010
State Street May 2000 - September 2006
Investors Bank and Trust September 1998 - May 2000
Bank of America September 1996 - August 1998
Skills
Banking, Financial Risk, Program Management, Process Improvement
Education
Gonzaga University
State Street Bank September 2006 - December 2010
State Street May 2000 - September 2006
Investors Bank and Trust September 1998 - May 2000
Bank of America September 1996 - August 1998
Skills
Banking, Financial Risk, Program Management, Process Improvement
Education
Gonzaga University
Cheryl TumSuden Moschella's Investors Bank and Trust Experience 1999 - 2004
Job Independent Real Estate Appraiser
Industry Real Estate
Experience
CAM Appraisals June 2004 - Present
Investors Bank and Trust 1999 - 2004
State Street Bank 1993 - 1999
Skills
Contract Negotiation, Mutual Funds, Investment Properties, Management, Property, Mortgage Lending, Customer Service, Banking, Refinance, Negotiation, Strategy, Team Building, Cross-functional Team..., Entrepreneurship, Business Strategy, Real Estate Transactions, FHA, Sellers, Income Properties
Education
Boston University 1996 — 1999
Graduate coursework in International Relations and Communications
Florida International University 1990 — 1992
BA, International Relations
Hingham High School
CAM Appraisals June 2004 - Present
Investors Bank and Trust 1999 - 2004
State Street Bank 1993 - 1999
Skills
Contract Negotiation, Mutual Funds, Investment Properties, Management, Property, Mortgage Lending, Customer Service, Banking, Refinance, Negotiation, Strategy, Team Building, Cross-functional Team..., Entrepreneurship, Business Strategy, Real Estate Transactions, FHA, Sellers, Income Properties
Education
Boston University 1996 — 1999
Graduate coursework in International Relations and Communications
Florida International University 1990 — 1992
BA, International Relations
Hingham High School
Andrew Unsworth's Investors Bank and Trust Experience 2004 - 2006
Job Project Manager at John Hancock Financial Services
Industry Banking
Experience
John Hancock Financial Services July 2013 - Present
State Street Bank 2007 - May 2013
State Street Bank March 2006 - July 2007
Investors Bank and Trust 2004 - 2006
Investors Bank and Trust September 2001 - March 2004
Skills
Securities, Corporate Actions, Mutual Funds, Relationship Management, Financial Services, Fund Accounting, CRM, Equities, Settlement, Fixed Income, Middle Office, Hedge Funds, Trading, Bonds, Banking
Education
Salve Regina University 1995 — 1999
BA, English
St Joseph Central High School
John Hancock Financial Services July 2013 - Present
State Street Bank 2007 - May 2013
State Street Bank March 2006 - July 2007
Investors Bank and Trust 2004 - 2006
Investors Bank and Trust September 2001 - March 2004
Skills
Securities, Corporate Actions, Mutual Funds, Relationship Management, Financial Services, Fund Accounting, CRM, Equities, Settlement, Fixed Income, Middle Office, Hedge Funds, Trading, Bonds, Banking
Education
Salve Regina University 1995 — 1999
BA, English
St Joseph Central High School
Mac Wilson's Investors Bank and Trust Experience January 1999 - December 2003
Job CRM at InvestEdge, Inc.
Industry Investment Management
Experience
InvestEdge, Inc. August 2011 - Present
Tiedemann Trust Company 2004 - August 2011
Investors Bank and Trust January 1999 - December 2003
Skills
CRM, Strategic Planning, Portfolio Management, Financial Services, Business Analysis
Education
McDaniel College 1993 — 1997
Biology, Communications
Western Maryland College 1993 — 1997
InvestEdge, Inc. August 2011 - Present
Tiedemann Trust Company 2004 - August 2011
Investors Bank and Trust January 1999 - December 2003
Skills
CRM, Strategic Planning, Portfolio Management, Financial Services, Business Analysis
Education
McDaniel College 1993 — 1997
Biology, Communications
Western Maryland College 1993 — 1997
Siva Kanakavelu's Investors Bank and Trust Experience 2002 - August 2008
Job Project Engineer at IBM
Industry Information Technology and Services
Experience
Maxima Consulting 2003 - Present
Life 2000 - Present
Omgeo April 2012 - April 2013
IBM 2004 - April 2012
IBM Global Services September 2003 - April 2012
Investors Bank and Trust 2002 - August 2008
KPMG Consulting(later BearingPoint) May 2002 - August 2002
Storability 2000 - 2002
Bank of Boston 1997 - 2000
Skills
Unix, Cloud Computing, Data Center, Storage, Virtualization, High Availability, Solaris, Enterprise Architecture, Servers, Testing, Unix Shell Scripting, Disaster Recovery, Infrastructure, AIX, IT Strategy, Databases, Shell Scripting
Education
University of Cincinnati 1993 — 1997
MS, Industrial Engineering
Anna University 1988 — 1992
Maxima Consulting 2003 - Present
Life 2000 - Present
Omgeo April 2012 - April 2013
IBM 2004 - April 2012
IBM Global Services September 2003 - April 2012
Investors Bank and Trust 2002 - August 2008
KPMG Consulting(later BearingPoint) May 2002 - August 2002
Storability 2000 - 2002
Bank of Boston 1997 - 2000
Skills
Unix, Cloud Computing, Data Center, Storage, Virtualization, High Availability, Solaris, Enterprise Architecture, Servers, Testing, Unix Shell Scripting, Disaster Recovery, Infrastructure, AIX, IT Strategy, Databases, Shell Scripting
Education
University of Cincinnati 1993 — 1997
MS, Industrial Engineering
Anna University 1988 — 1992
Chris Principe's Investors Bank and Trust Experience 2001 - 2002
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments March 2002 - July 2013
Investors Bank and Trust 2001 - 2002
Skills
Mutual Funds, Series 63, Securities, Series 7, Investments, Customer Relations, Series 24, FINRA, Series 51, Series 65, Financial Services, Fixed Income, 401k, Series 6, Asset Allocation
Education
Boston College 1996 — 2000
Bachelor of Arts (B.A.), History
Boston College High School 1992 — 1996
Fidelity Investments July 2013 - Present
Fidelity Investments March 2002 - July 2013
Investors Bank and Trust 2001 - 2002
Skills
Mutual Funds, Series 63, Securities, Series 7, Investments, Customer Relations, Series 24, FINRA, Series 51, Series 65, Financial Services, Fixed Income, 401k, Series 6, Asset Allocation
Education
Boston College 1996 — 2000
Bachelor of Arts (B.A.), History
Boston College High School 1992 — 1996
Mike Scalzi's Investors Bank and Trust Experience June 1996 - October 1997
Job Head of Investment Valuation
Industry Financial Services
Experience
guggenheim investments June 2008 - Present
Security Global Investors January 2005 - May 2008
Security Global Investors April 2002 - January 2005
Security Global Investors June 2000 - March 2002
JPMorgan Chase 1997 - 2000
INVESTORS BANK AND TRUST June 1996 - October 1997
Skills
Fund Accounting, Series 7, Investment Valuation, Investment Advisor..., Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Securities, Financial Services, ETFs
Education
Clemson University 1991 — 1995
Bachelors of Science, Finance
Eleanor Roosevelt H.S. 1987 — 1991
guggenheim investments June 2008 - Present
Security Global Investors January 2005 - May 2008
Security Global Investors April 2002 - January 2005
Security Global Investors June 2000 - March 2002
JPMorgan Chase 1997 - 2000
INVESTORS BANK AND TRUST June 1996 - October 1997
Skills
Fund Accounting, Series 7, Investment Valuation, Investment Advisor..., Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Securities, Financial Services, ETFs
Education
Clemson University 1991 — 1995
Bachelors of Science, Finance
Eleanor Roosevelt H.S. 1987 — 1991
James Ziobro's Investors Bank and Trust Experience 2005 - 2006
Job US Fixed Income Trade Support Associate
Industry Financial Services
Experience
Deutsche Bank May 2013 - Present
Cantor Fitzgerald 2009 - April 2013
KBC Financial Products August 2006 - October 2009
Investors Bank and Trust 2005 - 2006
Skills
Series 7, Series 63, Microsoft Office, Bloomberg, Highly Proficient in..., Imagine, Wall Street Office, DTCC, T-Zero, Phase 3, TAAPS, Finra Trace, MSRB, Tradeweb, RTTM, GSCC, Microsoft Excel, Clinical Trials, Options, Securities, Bonds, Trading, Hedge Funds, Electronic Trading, Wall Street, Fixed Income, Capital Markets, Equities, Portfolio Management, Finance, Risk Management, Trading Systems, Management, Investments
Education
Boston University - School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Deutsche Bank May 2013 - Present
Cantor Fitzgerald 2009 - April 2013
KBC Financial Products August 2006 - October 2009
Investors Bank and Trust 2005 - 2006
Skills
Series 7, Series 63, Microsoft Office, Bloomberg, Highly Proficient in..., Imagine, Wall Street Office, DTCC, T-Zero, Phase 3, TAAPS, Finra Trace, MSRB, Tradeweb, RTTM, GSCC, Microsoft Excel, Clinical Trials, Options, Securities, Bonds, Trading, Hedge Funds, Electronic Trading, Wall Street, Fixed Income, Capital Markets, Equities, Portfolio Management, Finance, Risk Management, Trading Systems, Management, Investments
Education
Boston University - School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Muhammad Habib Yusuf's Investors Bank and Trust Experience November 2004 - September 2006
Job Sr. Advisor, Project Management
Industry Information Technology and Services
Experience
CVS Caremark Corporation October 2013 - Present
Fidelity Investments July 2012 - October 2013
Fidelity Investments May 2011 - June 2012
State Street November 2009 - December 2010
Fidelity Investments September 2008 - November 2008
Sapient February 2008 - September 2008
Fidelity Investments September 2006 - January 2008
Investors Bank and Trust November 2004 - September 2006
State Street April 2001 - November 2004
eCredit June 1997 - January 2001
Skills
Business Analysis, Requirements Analysis, Project Management, Requirements Gathering, Change Management, Quality Assurance, Business Requirements, Portfolio Management, Team Management, Management, Testing, SDLC, Enterprise Architecture, PMP, Software Project..., Program Management, Risk Management, Strategy, Software Documentation, Financial Services, Integration, Vendor Management, Project Portfolio..., Enterprise Software
Education
Bryant University 2005 — 2005
Certificate, Project Management
Northeastern University 1994 — 1995
Certifcate, UNIX for Business and Systems Analysis & Design
Karachi University 1988 — 1990
MBA, Finance
CVS Caremark Corporation October 2013 - Present
Fidelity Investments July 2012 - October 2013
Fidelity Investments May 2011 - June 2012
State Street November 2009 - December 2010
Fidelity Investments September 2008 - November 2008
Sapient February 2008 - September 2008
Fidelity Investments September 2006 - January 2008
Investors Bank and Trust November 2004 - September 2006
State Street April 2001 - November 2004
eCredit June 1997 - January 2001
Skills
Business Analysis, Requirements Analysis, Project Management, Requirements Gathering, Change Management, Quality Assurance, Business Requirements, Portfolio Management, Team Management, Management, Testing, SDLC, Enterprise Architecture, PMP, Software Project..., Program Management, Risk Management, Strategy, Software Documentation, Financial Services, Integration, Vendor Management, Project Portfolio..., Enterprise Software
Education
Bryant University 2005 — 2005
Certificate, Project Management
Northeastern University 1994 — 1995
Certifcate, UNIX for Business and Systems Analysis & Design
Karachi University 1988 — 1990
MBA, Finance
Elizabeth Iriarte's Investors Bank and Trust Experience 2005 - 2007
Job Vice President at State Street
Industry Financial Services
Experience
State Street Vice PresidentState Street Bank2006 - Present
State Street 1997 - Present
State Street Bank (Formerly Investors Bank) 1997 - Present
Investors Bank and Trust 2005 - 2007
Franklin Templeton Investments 1993 - 1997
Barclays Global Investors 1995 - 1996
Barclays Global Investors 1995 - 1996
Skills
Securities Lending, Corporate Actions, Back Office, Settlement, Middle Office, Operations Management, Settlements, Risk Management, Strategic Planning, Global Custody, Fixed Income, Securities, Equities, Mutual Funds, Client Service, Derivatives, Payments, Investments, Business Analysis, Hedge Funds, FX Options, Financial Markets, SWIFT payments, Financial Services, Collateral Management, Capital Markets, Relationship Management, Trading Systems, Bloomberg
Education
California State University-Sacramento 1992 — 1997
State Street Vice PresidentState Street Bank2006 - Present
State Street 1997 - Present
State Street Bank (Formerly Investors Bank) 1997 - Present
Investors Bank and Trust 2005 - 2007
Franklin Templeton Investments 1993 - 1997
Barclays Global Investors 1995 - 1996
Barclays Global Investors 1995 - 1996
Skills
Securities Lending, Corporate Actions, Back Office, Settlement, Middle Office, Operations Management, Settlements, Risk Management, Strategic Planning, Global Custody, Fixed Income, Securities, Equities, Mutual Funds, Client Service, Derivatives, Payments, Investments, Business Analysis, Hedge Funds, FX Options, Financial Markets, SWIFT payments, Financial Services, Collateral Management, Capital Markets, Relationship Management, Trading Systems, Bloomberg
Education
California State University-Sacramento 1992 — 1997
Amanda Routman's Investors Bank and Trust Experience 2004 - 2006
Job Staff Attorney, Education Legal Rights Project at Legal Aid Service of Broward County, Inc.
Industry Law Practice
Experience
Legal Aid Service of Broward County, Inc. May 2011 - Present
Investors Bank and Trust 2004 - 2006
Education
University of San Francisco School of Law 2006 — 2009
Colgate University 1999 — 2003
BA, Sociology & Anthropology
Legal Aid Service of Broward County, Inc. May 2011 - Present
Investors Bank and Trust 2004 - 2006
Education
University of San Francisco School of Law 2006 — 2009
Colgate University 1999 — 2003
BA, Sociology & Anthropology
Carolyn Goodwin's Investors Bank and Trust Experience October 2001 - May 2004
Job Account Manager at Lundbeck
Industry Pharmaceuticals
Experience
Lundbeck November 2013 - Present
AstraZeneca March 2006 - November 2013
AccountPros August 2004 - February 2006
Investors Bank and Trust October 2001 - May 2004
Manulife Financial September 1998 - August 2001
Skills
Pharmaceutical Sales, Gastroenterology, Pharmaceutical Industry, Sales Effectiveness, Pulmonology, Neurology, Rheumatology, Managed Care, Allergy, Psychiatry, Asthma, Internal Medicine, Cold Calling, Sales
Education
Dickinson College 1994 — 1998
Bachelor's degree
Lundbeck November 2013 - Present
AstraZeneca March 2006 - November 2013
AccountPros August 2004 - February 2006
Investors Bank and Trust October 2001 - May 2004
Manulife Financial September 1998 - August 2001
Skills
Pharmaceutical Sales, Gastroenterology, Pharmaceutical Industry, Sales Effectiveness, Pulmonology, Neurology, Rheumatology, Managed Care, Allergy, Psychiatry, Asthma, Internal Medicine, Cold Calling, Sales
Education
Dickinson College 1994 — 1998
Bachelor's degree
Alex Sukharsky's Investors Bank and Trust Experience July 2005 - July 2007
Job Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2009 - Present
Bank of New York August 2007 - September 2009
Investors Bank and Trust July 2005 - July 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
Skills
Bloomberg, Fund Accounting, Bloomberg Terminal, Derivatives, Equities, Investments
Education
Brandeis University, Lemberg - International Business School 2010 — 2013
Master of Science in Finance
University of Massachusetts at Amherst 1996 — 2000
Finance
BNY Mellon September 2009 - Present
Bank of New York August 2007 - September 2009
Investors Bank and Trust July 2005 - July 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
Skills
Bloomberg, Fund Accounting, Bloomberg Terminal, Derivatives, Equities, Investments
Education
Brandeis University, Lemberg - International Business School 2010 — 2013
Master of Science in Finance
University of Massachusetts at Amherst 1996 — 2000
Finance
Judith Toomey's Investors Bank and Trust Experience 1999 - 2001
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street December 2011 - Present
State Street September 2002 - March 2012
EquiServe March 2001 - September 2002
Investors Bank and Trust 1999 - 2001
Skills
Risk Management, Banking, Corporate Actions, Financial Services, Investments, Relationship Management, Business Analysis, Securities, Equities, Mutual Funds, Management, Project Management
Education
Bryant University
BS
State Street December 2011 - Present
State Street September 2002 - March 2012
EquiServe March 2001 - September 2002
Investors Bank and Trust 1999 - 2001
Skills
Risk Management, Banking, Corporate Actions, Financial Services, Investments, Relationship Management, Business Analysis, Securities, Equities, Mutual Funds, Management, Project Management
Education
Bryant University
BS
Carmen Staples's Investors Bank and Trust Experience 2005 - 2007
Job Director at The Hartford
Industry Information Technology and Services
Experience
The Hartford May 2007 - Present
Hanover Insurance 2007 - Present
The Hanover Insurance Group 2007 - Present
Investor's Bank & Trust 2005 - 2007
Investors Bank and Trust 2005 - 2007
Education
Nichols College 2002 — 2007
MBA, Business
Becker College 1993 — 1999
BS, Business
The Hartford May 2007 - Present
Hanover Insurance 2007 - Present
The Hanover Insurance Group 2007 - Present
Investor's Bank & Trust 2005 - 2007
Investors Bank and Trust 2005 - 2007
Education
Nichols College 2002 — 2007
MBA, Business
Becker College 1993 — 1999
BS, Business
Karl Venemore's Investors Bank and Trust Experience May 2005 - June 2007
Job Data Analyst at CPP Investment Board
Industry Financial Services
Experience
CPP Investment Board June 2011 - Present
StateStreet Investments July 2007 - May 2011
Investors Bank and Trust May 2005 - June 2007
Fidelity Investments 2004 - 2005
Skills
Bloomberg Terminal, Mutual Funds, Bloomberg, Fixed Income, Equities, Derivatives, Wealth Management, Corporate Actions, Securities, Hedge Funds, Market Data, Alternative Investments, Financial Markets, Capital Markets, Investment Management, Asset Management, Options, Bonds, Portfolio Management, FX Options, Valuation, Financial Services, Investment Strategies, Asset Allocation, Fund Accounting, Equity Research, Data Analysis, Reference Data, VBA, Investment Banking, Investments
Education
Ryerson University 1999 — 2003
Bachelor of Arts, Geographic Analysis
CPP Investment Board June 2011 - Present
StateStreet Investments July 2007 - May 2011
Investors Bank and Trust May 2005 - June 2007
Fidelity Investments 2004 - 2005
Skills
Bloomberg Terminal, Mutual Funds, Bloomberg, Fixed Income, Equities, Derivatives, Wealth Management, Corporate Actions, Securities, Hedge Funds, Market Data, Alternative Investments, Financial Markets, Capital Markets, Investment Management, Asset Management, Options, Bonds, Portfolio Management, FX Options, Valuation, Financial Services, Investment Strategies, Asset Allocation, Fund Accounting, Equity Research, Data Analysis, Reference Data, VBA, Investment Banking, Investments
Education
Ryerson University 1999 — 2003
Bachelor of Arts, Geographic Analysis
Demetrios Valeras's Investors Bank and Trust Experience 2001 - 2003
Job Physician Assistant
Industry Medical Practice
Experience
Sports Medicine North November 2011 - Present
Lowell General Hospital 2008 - April 2009
Cataldo Ambulance Service Inc. 2008 - 2009
Interactive Data 2004 - 2007
Investors Bank and Trust 2001 - 2003
Education
Quinnipiac University 2009 — 2011
MHS, Physician Assistant
Boston University 1997 — 2001
BS, Economics, International Relations
Sports Medicine North November 2011 - Present
Lowell General Hospital 2008 - April 2009
Cataldo Ambulance Service Inc. 2008 - 2009
Interactive Data 2004 - 2007
Investors Bank and Trust 2001 - 2003
Education
Quinnipiac University 2009 — 2011
MHS, Physician Assistant
Boston University 1997 — 2001
BS, Economics, International Relations
Matthew Scano's Investors Bank and Trust Experience January 2001 - January 2002
Job Real Estate Investor and Sales and Leasing Professional
Industry Real Estate
Experience
Boston Realty Net January 2003 - Present
Boston South Financial Group an office of MetLife March 2008 - 2010
CB Richard Ellis January 2002 - January 2003
Investors Bank and Trust January 2001 - January 2002
Skills
Real Estate, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, International Business and Marketing
Boston University Questrom School of Business 1997 — 2001
BS/BA, Finance and Organizational Behavior
Boston Realty Net January 2003 - Present
Boston South Financial Group an office of MetLife March 2008 - 2010
CB Richard Ellis January 2002 - January 2003
Investors Bank and Trust January 2001 - January 2002
Skills
Real Estate, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, International Business and Marketing
Boston University Questrom School of Business 1997 — 2001
BS/BA, Finance and Organizational Behavior
Dante Tordiglione's Investors Bank and Trust Experience November 2004 - December 2005
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
BNY Mellon September 2009 - July 2012
BNY Mellon May 2006 - September 2009
Investors Bank and Trust November 2004 - December 2005
The Bank of New York June 2004 - November 2004
GlobeOp Financial Services September 2003 - March 2004
State Street Corporation December 2000 - April 2002
Mutual / Hedge Funds Department June 1999 - December 2000
Mutual / Hedge Funds Department May 1998 - June 1999
Putnam Investments December 1996 - May 1998
Skills
Corporate Trust, Corporate Actions, Fund Accounting, Fixed Income, Derivatives, P&L, Private Equity, Business Relationship..., Product Management, Bonds, FX Options, Bloomberg, Hedge Funds, Equities, Options, Mutual Funds, Trading, Financial Services, Portfolio Management
Education
Marymount University 1991 — 1996
Bachelor of Business Administration, International Business
BNY Mellon July 2012 - Present
BNY Mellon September 2009 - July 2012
BNY Mellon May 2006 - September 2009
Investors Bank and Trust November 2004 - December 2005
The Bank of New York June 2004 - November 2004
GlobeOp Financial Services September 2003 - March 2004
State Street Corporation December 2000 - April 2002
Mutual / Hedge Funds Department June 1999 - December 2000
Mutual / Hedge Funds Department May 1998 - June 1999
Putnam Investments December 1996 - May 1998
Skills
Corporate Trust, Corporate Actions, Fund Accounting, Fixed Income, Derivatives, P&L, Private Equity, Business Relationship..., Product Management, Bonds, FX Options, Bloomberg, Hedge Funds, Equities, Options, Mutual Funds, Trading, Financial Services, Portfolio Management
Education
Marymount University 1991 — 1996
Bachelor of Business Administration, International Business
Kelley Rexhepi's Investors Bank and Trust Experience February 2006 - August 2006
Job at SSgA
Industry Financial Services
Experience
SSGA April 2014 - Present
Citizens Bank May 2013 - April 2014
Citizens Bank March 2011 - March 2013
Citizens Financial Group March 2011 - October 2012
Anti-Money Laundering, Wealth Manager Services and Investor Services September 2006 - December 2010
Compliance September 1994 - December 2010
State Street 2006 - 2010
State Street September 2006 - October 2008
INVESTORS BANK AND TRUST February 2006 - August 2006
STATE STREET BANK & TRUST CO January 2002 - August 2006
Skills
AML, OFAC, USA PATRIOT Act, Financial Risk, KYC, Bank Secrecy Act, Risk Management, Operational Risk, Operational Risk..., Sanction, Banking, Due Diligence, Anti Money Laundering, Analysis, Portfolio Management, Mutual Funds, Internal Audit
Education
Bryant University 1990 — 1994
BS, Business Administration- Managerial Accounting
BRYANT COLLEGE/UNIVERSITY
Bachelor of Science, Business Administration; Managerial Accounting
CAMS
SSGA April 2014 - Present
Citizens Bank May 2013 - April 2014
Citizens Bank March 2011 - March 2013
Citizens Financial Group March 2011 - October 2012
Anti-Money Laundering, Wealth Manager Services and Investor Services September 2006 - December 2010
Compliance September 1994 - December 2010
State Street 2006 - 2010
State Street September 2006 - October 2008
INVESTORS BANK AND TRUST February 2006 - August 2006
STATE STREET BANK & TRUST CO January 2002 - August 2006
Skills
AML, OFAC, USA PATRIOT Act, Financial Risk, KYC, Bank Secrecy Act, Risk Management, Operational Risk, Operational Risk..., Sanction, Banking, Due Diligence, Anti Money Laundering, Analysis, Portfolio Management, Mutual Funds, Internal Audit
Education
Bryant University 1990 — 1994
BS, Business Administration- Managerial Accounting
BRYANT COLLEGE/UNIVERSITY
Bachelor of Science, Business Administration; Managerial Accounting
CAMS
Linh (Ly) Liberti's Investors Bank and Trust Experience 2002 - 2007
Job AVP at State Street
Industry Financial Services
Experience
State Street Corporation July 2007 - Present
Investors Bank and Trust 2002 - 2007
Sun Life Financial 1996 - 2001
Education
Boston University
Information Technology
State Street Corporation July 2007 - Present
Investors Bank and Trust 2002 - 2007
Sun Life Financial 1996 - 2001
Education
Boston University
Information Technology
Paul Coakley's Investors Bank and Trust Experience 1991 - 1994
Job Managing Director Wellington Management Company
Industry Financial Services
Experience
Wellington Management December 1994 - Present
Investor's Bank and Trust 1991 - 1994
State Street Bank (formerly Investors Bank and Trust) 1990 - 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
MBA, Finance
Dartmouth College 1985 — 1989
BA, History
Roxbury Latin School 1979 — 1985
Wellington Management December 1994 - Present
Investor's Bank and Trust 1991 - 1994
State Street Bank (formerly Investors Bank and Trust) 1990 - 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
MBA, Finance
Dartmouth College 1985 — 1989
BA, History
Roxbury Latin School 1979 — 1985
Jim Millard's Investors Bank and Trust Experience August 2004 - February 2007
Job Index Research Analyst at BlackRock
Industry Investment Management
Experience
BlackRock March 2007 - Present
Investors Bank and Trust August 2004 - February 2007
Investors Bank & Trust October 2001 - July 2004
Skills
ETFs, Equities, Alternative Investments, Asset Management, Derivatives, Hedge Funds, Portfolio Management, Asset Allocation, Mutual Funds, Securities, Investment Management, Indexing
Education
California State University-Sacramento 1997 — 1999
BS, Business Management
BlackRock March 2007 - Present
Investors Bank and Trust August 2004 - February 2007
Investors Bank & Trust October 2001 - July 2004
Skills
ETFs, Equities, Alternative Investments, Asset Management, Derivatives, Hedge Funds, Portfolio Management, Asset Allocation, Mutual Funds, Securities, Investment Management, Indexing
Education
California State University-Sacramento 1997 — 1999
BS, Business Management
Shalyn Misra's Investors Bank and Trust Experience 2004 - 2007
Job Oracle PL/SQL Developer
Industry Computer Software
Experience
MassDOT 2010 - Present
Conservation Services Group 2009 - 2009
State Street Bank 2007 - 2009
Brown Brothers Harriman 2007 - 2007
Investors Bank and Trust 2004 - 2007
Fidelity Investments 2005 - 2005
Wellington Mgmnt 2004 - 2004
Manulife Financial 2004 - 2004
Evergreen Investments 2001 - 2003
Affiliated Computer Services MD 1999 - 2000
Education
National Institute of Information Technology 1989 — 1991
Honors Diploma, Systems Management
St. Xavier's College 1986 — 1989
B.Sc., Chemistry
MassDOT 2010 - Present
Conservation Services Group 2009 - 2009
State Street Bank 2007 - 2009
Brown Brothers Harriman 2007 - 2007
Investors Bank and Trust 2004 - 2007
Fidelity Investments 2005 - 2005
Wellington Mgmnt 2004 - 2004
Manulife Financial 2004 - 2004
Evergreen Investments 2001 - 2003
Affiliated Computer Services MD 1999 - 2000
Education
National Institute of Information Technology 1989 — 1991
Honors Diploma, Systems Management
St. Xavier's College 1986 — 1989
B.Sc., Chemistry
Adrian Ferreyra's Investors Bank and Trust Experience 2007 - 2008
Job Senior Investment Accountant
Industry Accounting
Experience
BNY Mellon December 2009 - Present
Columbia Management April 2008 - March 2009
Investors Bank and Trust 2007 - 2008
State Street 2007 - 2008
Best Buy 2004 - 2007
Education
Framingham State University
BNY Mellon December 2009 - Present
Columbia Management April 2008 - March 2009
Investors Bank and Trust 2007 - 2008
State Street 2007 - 2008
Best Buy 2004 - 2007
Education
Framingham State University
Doug Horton's Investors Bank and Trust Experience June 2002 - June 2004
Job Vice President Private Equity Fund Services at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
State Street Bank December 2011 - Present
State Street Bank July 2010 - December 2011
State Street Corporation (formerly Investors Bank and Trust) June 2005 - January 2011
State Street Corporation (formerly Investors Bank and Trust) June 2004 - June 2005
Investors Bank and Trust June 2002 - June 2004
BancBoston Capital August 2000 - June 2002
Investors Bank and Trust August 1999 - August 2000
Skills
Fund Accounting, Finance, Financial Reporting, Investments, Accounting, Mutual Funds, Valuation, Alternative Investments, Portfolio Management, Auditing, Equities, Management, Bloomberg, Financial Services, Analysis, Private Equity, Internal Controls
Education
Sawyer School of Management, Suffolk University
M.S, Accounting
Providence College 1995 — 1999
B.A, Business Economics
State Street August 2014 - Present
State Street Bank December 2011 - Present
State Street Bank July 2010 - December 2011
State Street Corporation (formerly Investors Bank and Trust) June 2005 - January 2011
State Street Corporation (formerly Investors Bank and Trust) June 2004 - June 2005
Investors Bank and Trust June 2002 - June 2004
BancBoston Capital August 2000 - June 2002
Investors Bank and Trust August 1999 - August 2000
Skills
Fund Accounting, Finance, Financial Reporting, Investments, Accounting, Mutual Funds, Valuation, Alternative Investments, Portfolio Management, Auditing, Equities, Management, Bloomberg, Financial Services, Analysis, Private Equity, Internal Controls
Education
Sawyer School of Management, Suffolk University
M.S, Accounting
Providence College 1995 — 1999
B.A, Business Economics
Ari (Alushaj) Daniel's Investors Bank and Trust Experience April 2006 - August 2007
Job Accounting and Financial Analyst II at Santander Bank
Industry Financial Services
Experience
Santander Bank, N.A. July 2014 - Present
BNY Mellon November 2012 - June 2014
Bank of New York Mellon February 2011 - November 2012
BNY Mellon August 2007 - January 2011
Investors Bank and Trust April 2006 - August 2007
Investors Bank and Trust 2005 - August 2007
Safe Passage February 2005 - May 2005
Cashin Hall, UMass January 2004 - May 2005
Learning Support Services January 2001 - December 2004
Skills
Financial Modeling, Corporate Actions, Corporate Finance, Investments, Securities, Mutual Funds, Financial Services, Accounting, Finance, Account Reconciliation, Financial Accounting, Bloomberg, Analysis, Financial Analysis
Education
BRANDEIS UNIVERSITY, International Business School 2008 — 2010
Masters of Science - Magna Cum Laude, Finance; International Business Finance
Brandeis University, Lemberg - International Business School 2008 — 2010
Masters, Finance
IE Business School 2009 — 2009
Masters of Science in Finance, World Financial Centers
COMMONWEALTH COLLEGE 2001 — 2005
Bachelors of Arts, General Studies, 3.6+
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Arts - Magna Cum Laude, Legal Studies / French / Italian
Institut catholique de Paris 2003 — 2003
Institut Catholique was a semester study abroad program for my Frech major at UMASS., French, 4.00
Santander Bank, N.A. July 2014 - Present
BNY Mellon November 2012 - June 2014
Bank of New York Mellon February 2011 - November 2012
BNY Mellon August 2007 - January 2011
Investors Bank and Trust April 2006 - August 2007
Investors Bank and Trust 2005 - August 2007
Safe Passage February 2005 - May 2005
Cashin Hall, UMass January 2004 - May 2005
Learning Support Services January 2001 - December 2004
Skills
Financial Modeling, Corporate Actions, Corporate Finance, Investments, Securities, Mutual Funds, Financial Services, Accounting, Finance, Account Reconciliation, Financial Accounting, Bloomberg, Analysis, Financial Analysis
Education
BRANDEIS UNIVERSITY, International Business School 2008 — 2010
Masters of Science - Magna Cum Laude, Finance; International Business Finance
Brandeis University, Lemberg - International Business School 2008 — 2010
Masters, Finance
IE Business School 2009 — 2009
Masters of Science in Finance, World Financial Centers
COMMONWEALTH COLLEGE 2001 — 2005
Bachelors of Arts, General Studies, 3.6+
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Arts - Magna Cum Laude, Legal Studies / French / Italian
Institut catholique de Paris 2003 — 2003
Institut Catholique was a semester study abroad program for my Frech major at UMASS., French, 4.00
Jason Oser's Investors Bank and Trust Experience 2005 - 2007
Job Director Derivatives Accounting Policy at Manulife Financial
Industry Insurance
Experience
Manulife Financial August 2013 - Present
Manulife Financial August 2007 - August 2013
Investors Bank and Trust 2005 - 2007
Skills
Derivatives, Fixed Income, Credit Analysis, FX Hedging, Mergers, Money Market, Requirements Gathering, Rates, Corporate Actions, Investment Strategies, Business Process..., Economics, Trading, Middle Office, Summit, Business Analysis, Market Risk, Financial Risk, Calypso, Financial Services, Swaps, Financial Markets, FX Options, Capital Markets
Education
Boston University - Metropolitan College
St. Lawrence University
Manulife Financial August 2013 - Present
Manulife Financial August 2007 - August 2013
Investors Bank and Trust 2005 - 2007
Skills
Derivatives, Fixed Income, Credit Analysis, FX Hedging, Mergers, Money Market, Requirements Gathering, Rates, Corporate Actions, Investment Strategies, Business Process..., Economics, Trading, Middle Office, Summit, Business Analysis, Market Risk, Financial Risk, Calypso, Financial Services, Swaps, Financial Markets, FX Options, Capital Markets
Education
Boston University - Metropolitan College
St. Lawrence University
Anastasiya Novak's Investors Bank and Trust Experience July 2006 - March 2007
Job
Industry Financial Services
Experience
Wells Fargo Weath Management March 2013 - Present
The Bank of New York Mellon September 2009 - February 2013
The Bank of New York Mellon April 2007 - September 2009
Investors Bank and Trust July 2006 - March 2007
Eastern Bank September 2002 - June 2006
Skills
Tax, Accounting, Mutual Funds, Financial Analysis, Corporate Finance, Investments, Account Reconciliation, Internal Controls, Risk Management, Bloomberg, Financial Reporting, Fixed Income, Financial Modeling, Sarbanes-Oxley Act, Finance, Fund Accounting
Education
Bentley University - McCallum Graduate School of Business 2009 — 2011
Master, Business Administration
Salem State College 2003 — 2006
Bachelor of Science, Business Finance
Wells Fargo Weath Management March 2013 - Present
The Bank of New York Mellon September 2009 - February 2013
The Bank of New York Mellon April 2007 - September 2009
Investors Bank and Trust July 2006 - March 2007
Eastern Bank September 2002 - June 2006
Skills
Tax, Accounting, Mutual Funds, Financial Analysis, Corporate Finance, Investments, Account Reconciliation, Internal Controls, Risk Management, Bloomberg, Financial Reporting, Fixed Income, Financial Modeling, Sarbanes-Oxley Act, Finance, Fund Accounting
Education
Bentley University - McCallum Graduate School of Business 2009 — 2011
Master, Business Administration
Salem State College 2003 — 2006
Bachelor of Science, Business Finance
David Berardi MBA's Investors Bank and Trust Experience August 1997 - September 1999
Job Vice President & Head of Fund Reporting and Control Wells Fargo Funds Management Group
Industry Investment Management
Experience
Wells Fargo Funds Management October 2012 - Present
Wells Fargo Funds Management after Merger with Evergree May 2009 - February 2013
Evergreen Investments September 1999 - May 2009
Investors Bank and Trust August 1997 - September 1999
Skills
Mutual Funds, Accounting, Bloomberg, Equities, Financial Reporting, Financial Services, Fixed Income, Fund Administration, Asset Management
Education
Bentley University 1999 — 2003
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BS, Finance
Wells Fargo Funds Management October 2012 - Present
Wells Fargo Funds Management after Merger with Evergree May 2009 - February 2013
Evergreen Investments September 1999 - May 2009
Investors Bank and Trust August 1997 - September 1999
Skills
Mutual Funds, Accounting, Bloomberg, Equities, Financial Reporting, Financial Services, Fixed Income, Fund Administration, Asset Management
Education
Bentley University 1999 — 2003
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BS, Finance
Baffour Ofori's Investors Bank and Trust Experience May 2005 - July 2007
Job Assistant Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies December 2014 - Present
State Street September 2009 - December 2014
State Street Alternative Investment Solutions July 2007 - September 2009
Investors Bank and Trust May 2005 - July 2007
Skills
Bloomberg, Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Mutual Funds, Fund Accounting, Financial Analysis, Investments, Alternative Investments, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
Bentley University 2000 — 2004
Bachelor of Science, Finance
SS&C Technologies December 2014 - Present
State Street September 2009 - December 2014
State Street Alternative Investment Solutions July 2007 - September 2009
Investors Bank and Trust May 2005 - July 2007
Skills
Bloomberg, Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Mutual Funds, Fund Accounting, Financial Analysis, Investments, Alternative Investments, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
Bentley University 2000 — 2004
Bachelor of Science, Finance
Nick Lennon, CFP®'s Investors Bank and Trust Experience June 2006 - June 2007
Job Financial Advisor at RBC
Industry Financial Services
Experience
RBC October 2012 - Present
BNY Mellon January 2012 - June 2012
BNY Mellon April 2009 - January 2012
BNY Mellon June 2007 - April 2009
Investors Bank and Trust June 2006 - June 2007
UBS Wealth Management March 2005 - May 2006
Skills
Mutual Funds, Strategic Financial..., Investment Management, Asset Allocation, Private Banking, Bonds, Cash Management, Portfolio Management, Investments, Financial Analysis, Loans, Bloomberg, Fixed Income, Finance, Equities, Securities, Wealth Management
Education
Boston University 2009 — 2011
Certificate, Financial Planning
Simon School 2004 — 2006
Business Certificate, Finance
University of Rochester 2002 — 2006
BA, Economics
RBC October 2012 - Present
BNY Mellon January 2012 - June 2012
BNY Mellon April 2009 - January 2012
BNY Mellon June 2007 - April 2009
Investors Bank and Trust June 2006 - June 2007
UBS Wealth Management March 2005 - May 2006
Skills
Mutual Funds, Strategic Financial..., Investment Management, Asset Allocation, Private Banking, Bonds, Cash Management, Portfolio Management, Investments, Financial Analysis, Loans, Bloomberg, Fixed Income, Finance, Equities, Securities, Wealth Management
Education
Boston University 2009 — 2011
Certificate, Financial Planning
Simon School 2004 — 2006
Business Certificate, Finance
University of Rochester 2002 — 2006
BA, Economics
Tatyana Malykh's Investors Bank and Trust Experience June 1999 - October 2005
Job Trusts and Estates Group at Nutter McClennen & Fish LLP
Industry Law Practice
Experience
Nutter McClennen & Fish LLP June 2013 - Present
K&L Gates September 2012 - June 2013
Edwards Wildman Palmer LLP October 2005 - August 2012
Investor's Bank and Trust June 1999 - October 2005
Skills
Probate, Trusts, Microsoft Office, Customer Service, Estate Administration, Excel, Customer Relations, Legal Assistance, Microsoft Excel, Corporate Law, Estate Law
Education
Northeastern University 2000 — 2003
MBA, Finance
Northestern University 2000 — 2003
MBA, Business Administration
Nutter McClennen & Fish LLP June 2013 - Present
K&L Gates September 2012 - June 2013
Edwards Wildman Palmer LLP October 2005 - August 2012
Investor's Bank and Trust June 1999 - October 2005
Skills
Probate, Trusts, Microsoft Office, Customer Service, Estate Administration, Excel, Customer Relations, Legal Assistance, Microsoft Excel, Corporate Law, Estate Law
Education
Northeastern University 2000 — 2003
MBA, Finance
Northestern University 2000 — 2003
MBA, Business Administration
Paul Doucette's Investors Bank and Trust Experience August 2005 - August 2006
Job Technical Support Analyst at Alegeus Technologies
Industry Financial Services
Experience
Alegeus Technologies July 2013 - Present
Nobis Engineering, Inc. February 2008 - June 2013
ClickSoftware, Inc. August 2006 - February 2008
Investors' Bank and Trust August 2005 - August 2006
ARCHIBUS, Inc. January 2000 - June 2004
CDW Consultants February 1998 - January 1999
Guertin & Associates, Inc. November 1996 - February 1998
Briggs Associates, Inc. September 1992 - September 1995
Camp, Dresser & McKee, Inc. November 1989 - June 1991
Skills
Environmental..., EQuIS, XML, SQL, Microsoft SQL Server, Microsoft Excel, Oracle, T-SQL, Crystal Reports, Access, VBA, Data Management
Education
Northeastern University 1995 — 1997
M.S., Civil Engineering
Merrimack College 1984 — 1989
B.S., Civil Engineering
Alegeus Technologies July 2013 - Present
Nobis Engineering, Inc. February 2008 - June 2013
ClickSoftware, Inc. August 2006 - February 2008
Investors' Bank and Trust August 2005 - August 2006
ARCHIBUS, Inc. January 2000 - June 2004
CDW Consultants February 1998 - January 1999
Guertin & Associates, Inc. November 1996 - February 1998
Briggs Associates, Inc. September 1992 - September 1995
Camp, Dresser & McKee, Inc. November 1989 - June 1991
Skills
Environmental..., EQuIS, XML, SQL, Microsoft SQL Server, Microsoft Excel, Oracle, T-SQL, Crystal Reports, Access, VBA, Data Management
Education
Northeastern University 1995 — 1997
M.S., Civil Engineering
Merrimack College 1984 — 1989
B.S., Civil Engineering
Chris Belleville's Investors Bank and Trust Experience 1996 - 2000
Job Vice President AIS Private Equity Fund Services at State Street
Industry Financial Services
Experience
State Street October 2005 - Present
Standish Mellon Asset Management 2000 - 2005
Investor's Bank and Trust 1996 - 2000
Skills
Private Equity, Alternative Investments, Operations Management, Project Management, Outsourcing Management
Education
Boston University Questrom School of Business 1999 — 2002
M.B.A., Finance
University of Massachusetts, Amherst 1992 — 1996
BA, Economics
State Street October 2005 - Present
Standish Mellon Asset Management 2000 - 2005
Investor's Bank and Trust 1996 - 2000
Skills
Private Equity, Alternative Investments, Operations Management, Project Management, Outsourcing Management
Education
Boston University Questrom School of Business 1999 — 2002
M.B.A., Finance
University of Massachusetts, Amherst 1992 — 1996
BA, Economics
Paul Pusatere's Investors Bank and Trust Experience March 1997 - June 1998
Job Director Financial Controls at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance (U.S.A.) September 2008 - December 2010
John Hancock Life Insurance (U.S.A.) May 2004 - August 2008
John Hancock Advisors July 1998 - April 2004
Investors Bank and trust March 1997 - June 1998
Skills
Securities, Mutual Funds, Risk Management, Fixed Income, Asset Management, Investments, Financial Reporting, Internal Controls, Forecasting, Auditing, Accounting, Finance, Budgets, Management, Sarbanes-Oxley Act, Portfolio Management, Financial Analysis, Financial Services
Education
Bentley University 1989 — 1993
Bachelor, Finance
Wakefield High School
John Hancock Life Insurance (U.S.A.) September 2008 - December 2010
John Hancock Life Insurance (U.S.A.) May 2004 - August 2008
John Hancock Advisors July 1998 - April 2004
Investors Bank and trust March 1997 - June 1998
Skills
Securities, Mutual Funds, Risk Management, Fixed Income, Asset Management, Investments, Financial Reporting, Internal Controls, Forecasting, Auditing, Accounting, Finance, Budgets, Management, Sarbanes-Oxley Act, Portfolio Management, Financial Analysis, Financial Services
Education
Bentley University 1989 — 1993
Bachelor, Finance
Wakefield High School
JONATHAN JOSLIN's Investors Bank and Trust Experience October 2001 - January 2008
Job Junior Designer/Developer at assisTek
Industry Computer Software
Experience
assisTek June 2014 - Present
Wild Honey Social Media May 2013 - April 2014
INDRA / SANTANDER BANK March 2012 - May 2013
New Horizons Computer Learning Centers April 2011 - March 2012
State Street Bank June 2006 - January 2008
INVESTORS BANK AND TRUST October 2001 - January 2008
Fidelity Investments January 2001 - October 2001
PFPC / FIRST DATA CORPORATION, FULL SERVICE RETAIL March 1999 - January 2001
SUN LIFE OF CANADA, RETIREMENT PRODUCT SERVICES July 1998 - March 1999
DST SYSTEMS, INC July 1996 - July 1998
Skills
COBOL, Micro Focus COBOL, CA7, QUEST TOAD, JCL, EZTRIEVE, CHAMP, ENDEVOR, FILE-AID, FILE-MANAGER, REMEDY, IBM Utilities, Download Utilities, FTP, NDM, WINDOWS 2007, Outlook Express, Microsoft Word, Microsoft Excel, Microsoft Project, Hardware - IBM 3090, Microsoft SQL Server, Endeavor, Mainframe, Easytrieve, MS Project, Fileaid, Toad, SQL, DB2, Software Documentation, Systems Analysis, Data Warehousing
Education
NEW HORIZONS CLC 2011 — 2012
Northeastern University 1987 — 1996
MIS Degree Program, 3.6
COMPUTER LEARNING CENTER 1992 — 1993
Certificate in Computer Programming, PROGRAMMING, 3.5
Bentley College - Elkin B. McCallum Graduate School of Business
assisTek June 2014 - Present
Wild Honey Social Media May 2013 - April 2014
INDRA / SANTANDER BANK March 2012 - May 2013
New Horizons Computer Learning Centers April 2011 - March 2012
State Street Bank June 2006 - January 2008
INVESTORS BANK AND TRUST October 2001 - January 2008
Fidelity Investments January 2001 - October 2001
PFPC / FIRST DATA CORPORATION, FULL SERVICE RETAIL March 1999 - January 2001
SUN LIFE OF CANADA, RETIREMENT PRODUCT SERVICES July 1998 - March 1999
DST SYSTEMS, INC July 1996 - July 1998
Skills
COBOL, Micro Focus COBOL, CA7, QUEST TOAD, JCL, EZTRIEVE, CHAMP, ENDEVOR, FILE-AID, FILE-MANAGER, REMEDY, IBM Utilities, Download Utilities, FTP, NDM, WINDOWS 2007, Outlook Express, Microsoft Word, Microsoft Excel, Microsoft Project, Hardware - IBM 3090, Microsoft SQL Server, Endeavor, Mainframe, Easytrieve, MS Project, Fileaid, Toad, SQL, DB2, Software Documentation, Systems Analysis, Data Warehousing
Education
NEW HORIZONS CLC 2011 — 2012
Northeastern University 1987 — 1996
MIS Degree Program, 3.6
COMPUTER LEARNING CENTER 1992 — 1993
Certificate in Computer Programming, PROGRAMMING, 3.5
Bentley College - Elkin B. McCallum Graduate School of Business
Behnan Isman Maxwell's Investors Bank and Trust Experience September 2005 - May 2006
Job LMSW
Industry Mental Health Care
Experience
A.R.E.B.A. Casriel, Inc. September 2014 - May 2015
Interline EAP, Inc. September 2013 - May 2014
Brown Brothers Harriman August 2009 - August 2013
Brown Brothers Harriman June 2008 - July 2009
State Street May 2007 - May 2008
State Street (former Investors Bank & Trust) May 2006 - May 2007
Investors Bank and Trust September 2005 - May 2006
Education
Fordham University 2013 — 2015
Master of Social Work (MSW), Clinical/Medical Social Work
Boston University 2001 — 2004
B.A., Economics
A.R.E.B.A. Casriel, Inc. September 2014 - May 2015
Interline EAP, Inc. September 2013 - May 2014
Brown Brothers Harriman August 2009 - August 2013
Brown Brothers Harriman June 2008 - July 2009
State Street May 2007 - May 2008
State Street (former Investors Bank & Trust) May 2006 - May 2007
Investors Bank and Trust September 2005 - May 2006
Education
Fordham University 2013 — 2015
Master of Social Work (MSW), Clinical/Medical Social Work
Boston University 2001 — 2004
B.A., Economics
Tashyka Williams's Investors Bank and Trust Experience November 2005 - July 2007
Job Private Equity Associate
Industry Financial Services
Experience
Citi June 2014 - Present
UBS Investment Bank April 2013 - March 2014
HSBC Fund Services December 2010 - September 2012
HSBC September 2007 - September 2012
Investors Bank and Trust November 2005 - July 2007
GreySmith July 2005 - November 2005
Skills
Private Equity, Hedge Funds, Partnership Accounting, Microsoft Office, Mutual Funds, Bloomberg, Account Reconciliation, Accounting, Fund Accounting, Financial Analysis, Fund Of Funds, Fund Administration
Education
Johnson and Wales University 2000 — 2005
Bachelors of Science, Accounting
Citi June 2014 - Present
UBS Investment Bank April 2013 - March 2014
HSBC Fund Services December 2010 - September 2012
HSBC September 2007 - September 2012
Investors Bank and Trust November 2005 - July 2007
GreySmith July 2005 - November 2005
Skills
Private Equity, Hedge Funds, Partnership Accounting, Microsoft Office, Mutual Funds, Bloomberg, Account Reconciliation, Accounting, Fund Accounting, Financial Analysis, Fund Of Funds, Fund Administration
Education
Johnson and Wales University 2000 — 2005
Bachelors of Science, Accounting
Kerin Tardif's Investors Bank and Trust Experience August 2002 - May 2003
Job 5th Grade Teacher at Amesbury Public Schools
Industry Primary/Secondary Education
Experience
Amesbury Public Schools August 2013 - Present
Lawrence Public Schools August 2008 - August 2013
Timberlane Regional Schools August 2007 - June 2008
Triton Regional School District September 2006 - June 2007
Putnam Investments August 2003 - January 2005
Investor's Bank and Trust August 2002 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mimio, Smartboard, Windows, Adobe Acrobat, Elementary Education, Mathematics Education
Education
Salem State College 2005 — 2007
Master of Education (M.Ed.), Elementary Education
Assumption College 1998 — 2002
Bachelor of Arts (B.A.), Business Communications
Amesbury Public Schools August 2013 - Present
Lawrence Public Schools August 2008 - August 2013
Timberlane Regional Schools August 2007 - June 2008
Triton Regional School District September 2006 - June 2007
Putnam Investments August 2003 - January 2005
Investor's Bank and Trust August 2002 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mimio, Smartboard, Windows, Adobe Acrobat, Elementary Education, Mathematics Education
Education
Salem State College 2005 — 2007
Master of Education (M.Ed.), Elementary Education
Assumption College 1998 — 2002
Bachelor of Arts (B.A.), Business Communications
Derek Calandrelli, MBA's Investors Bank and Trust Experience September 2006 - September 2007
Job Business Analyst, AVP at State Street Bank
Industry Financial Services
Experience
State Street August 2015 - Present
Partners HealthCare March 2013 - Present
State Street Bank January 2012 - March 2013
State Street Bank September 2007 - January 2012
Investors Bank and Trust September 2006 - September 2007
Skills
Microsoft Excel
Education
Providence College
Bachelor's degree, Economics
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
State Street August 2015 - Present
Partners HealthCare March 2013 - Present
State Street Bank January 2012 - March 2013
State Street Bank September 2007 - January 2012
Investors Bank and Trust September 2006 - September 2007
Skills
Microsoft Excel
Education
Providence College
Bachelor's degree, Economics
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
Kevin Mazzoni's Investors Bank and Trust Experience December 2006 - July 2007
Job Senior Developer at Velir
Industry Information Technology and Services
Experience
Velir February 2008 - Present
State Street July 2007 - January 2008
Investors Bank and Trust December 2006 - July 2007
Investors Bank and Trust March 2005 - December 2006
Argosy Publishing October 2004 - March 2005
Skills
C#, ASP.NET, XML, Microsoft SQL Server, .NET, SQL, Web Services, AJAX, Sitecore, Coveo, jQuery, Microsoft Excel, Visual Studio, ReSharper, NUnit, Github, Tortoise SVN
Education
Boston University 2005 — 2008
Master of Science (MS), Computer Science
Bucknell University 2000 — 2004
Bachelor of Science (BS), Computer Science
Velir February 2008 - Present
State Street July 2007 - January 2008
Investors Bank and Trust December 2006 - July 2007
Investors Bank and Trust March 2005 - December 2006
Argosy Publishing October 2004 - March 2005
Skills
C#, ASP.NET, XML, Microsoft SQL Server, .NET, SQL, Web Services, AJAX, Sitecore, Coveo, jQuery, Microsoft Excel, Visual Studio, ReSharper, NUnit, Github, Tortoise SVN
Education
Boston University 2005 — 2008
Master of Science (MS), Computer Science
Bucknell University 2000 — 2004
Bachelor of Science (BS), Computer Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY