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
Amelia Campbell Matton, MBA Amelia Campbell Matton, MBA's Investors Bank and Trust Experience 2006 - 2007
Job Associate Client Service at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
State Street Alternative Investment Solutions February 2013 - August 2014
BNY Mellon August 2011 - February 2013
State Street Alternative Investment Solutions November 2009 - September 2011
State Street Bank June 2006 - November 2009
Investors Bank and Trust 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Financial Statements, Alternative Investments, Equities, Bloomberg, Financial Services, Fixed Income, Investments, Microsoft Excel, PowerPoint, Fund Accounting, Banking, Social Media Strategist, Marketing for Small..., Event Planning, Leadership, Organizing, Problem Solving, Personal Development, Organizational..., Regulatory Filings, Hedge Accounting, Hedge Funds, Valuation, Account Reconciliation, Analysis, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2007 — 2011
MBA, Business Administration & Finance
University of Massachusetts, Amherst 2003 — 2006
BA, English, Economics
Brown Brothers Harriman August 2014 - Present
State Street Alternative Investment Solutions February 2013 - August 2014
BNY Mellon August 2011 - February 2013
State Street Alternative Investment Solutions November 2009 - September 2011
State Street Bank June 2006 - November 2009
Investors Bank and Trust 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Financial Statements, Alternative Investments, Equities, Bloomberg, Financial Services, Fixed Income, Investments, Microsoft Excel, PowerPoint, Fund Accounting, Banking, Social Media Strategist, Marketing for Small..., Event Planning, Leadership, Organizing, Problem Solving, Personal Development, Organizational..., Regulatory Filings, Hedge Accounting, Hedge Funds, Valuation, Account Reconciliation, Analysis, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2007 — 2011
MBA, Business Administration & Finance
University of Massachusetts, Amherst 2003 — 2006
BA, English, Economics
Jenn Mocarski Jenn Mocarski's Investors Bank and Trust Experience April 2005 - April 2006
Job MBA Candidate at D'AmoreMcKim School of Business
Industry Higher Education
Experience
Northeastern University February 2013 - Present
Northeastern University October 2008 - January 2013
Northeastern University September 2007 - October 2008
Investors Bank and Trust April 2005 - April 2006
Skills
Research, Event Planning, Higher Education, Human Resources, Non-profits, Teaching, Recruiting, Leadership, Community Outreach, Writing, Public Speaking, Social Media, Nonprofits, Program Development, Data Analysis
Education
D'Amore-McKim School of Business, Northeastern University 2013 — 2015
Master of Business Administration (MBA)
College of Professional Studies, Northeastern University 2009 — 2009
Certificate, Project Management
Tufts University 2002 — 2004
BA, History
Northeastern University February 2013 - Present
Northeastern University October 2008 - January 2013
Northeastern University September 2007 - October 2008
Investors Bank and Trust April 2005 - April 2006
Skills
Research, Event Planning, Higher Education, Human Resources, Non-profits, Teaching, Recruiting, Leadership, Community Outreach, Writing, Public Speaking, Social Media, Nonprofits, Program Development, Data Analysis
Education
D'Amore-McKim School of Business, Northeastern University 2013 — 2015
Master of Business Administration (MBA)
College of Professional Studies, Northeastern University 2009 — 2009
Certificate, Project Management
Tufts University 2002 — 2004
BA, History
Ian McKay, PMP Ian McKay, PMP's Investors Bank and Trust Experience July 2000 - July 2007
Job Sr. Project Manager / Vendor Management
Industry Information Technology and Services
Experience
Citizens Financial Group, Inc. November 2013 - Present
Citizens Financial Group, Inc. June 2011 - July 2013
State Street Bank July 2007 - September 2010
Investors Bank and Trust July 2000 - July 2007
IB McKay Ontario Inc. January 1999 - July 2000
Rogers Communications April 1997 - January 1999
Ministry of Municipal Affairs and Housing June 1993 - April 1997
Skills
Vendor Management, Project Management, Management, SDLC, Disaster Recovery, Program Management, Risk Management, Change Management, PMP, Financial Services, ITIL, Project Planning, Banking, Business Continuity, CRM, Team Management, Requirements Gathering, Enterprise Architecture, IT Strategy, PMO, Analytical Skills, MS Project, Project Coordination, Information Systems, Information Technology, Information Management, Consultants, Cross-functional Team..., Cross-cultural Teams, Business Strategy, Team Leadership, IT Operations, Goal Oriented, Team Building, Empowerment, Innovation, Collaborative Problem..., Critical Thinking, Resource Management, Mediation, Client Driven, Process Improvement, Requirements Analysis, Lean Thinking, Client Facing Skills, IT Project & Program..., Business Requirements, Visio, Leadership
Education
University of Toronto 1981 — 1986
BA, Urban and Economic Planning
University of Phoenix 2002 — 2004
MBA, E-Business, Graduated Summa Cum Laude
Citizens Financial Group, Inc. November 2013 - Present
Citizens Financial Group, Inc. June 2011 - July 2013
State Street Bank July 2007 - September 2010
Investors Bank and Trust July 2000 - July 2007
IB McKay Ontario Inc. January 1999 - July 2000
Rogers Communications April 1997 - January 1999
Ministry of Municipal Affairs and Housing June 1993 - April 1997
Skills
Vendor Management, Project Management, Management, SDLC, Disaster Recovery, Program Management, Risk Management, Change Management, PMP, Financial Services, ITIL, Project Planning, Banking, Business Continuity, CRM, Team Management, Requirements Gathering, Enterprise Architecture, IT Strategy, PMO, Analytical Skills, MS Project, Project Coordination, Information Systems, Information Technology, Information Management, Consultants, Cross-functional Team..., Cross-cultural Teams, Business Strategy, Team Leadership, IT Operations, Goal Oriented, Team Building, Empowerment, Innovation, Collaborative Problem..., Critical Thinking, Resource Management, Mediation, Client Driven, Process Improvement, Requirements Analysis, Lean Thinking, Client Facing Skills, IT Project & Program..., Business Requirements, Visio, Leadership
Education
University of Toronto 1981 — 1986
BA, Urban and Economic Planning
University of Phoenix 2002 — 2004
MBA, E-Business, Graduated Summa Cum Laude
Dan Monaco Dan Monaco's Investors Bank and Trust Experience June 2004 - August 2004
Job MBA candidate seeking fulltime opportunities
Industry Internet
Experience
Spiceworks May 2015 - August 2015
Texas Venture Labs January 2015 - May 2015
Fidelity Investments April 2013 - June 2014
Fidelity Investments August 2006 - April 2013
Goldman Sachs June 2005 - August 2005
Market Basket November 1998 - June 2005
Merrill Lynch January 2005 - April 2005
Investors Bank and Trust June 2004 - August 2004
E.Cressey & Son May 1998 - August 1998
Skills
Fidelity Equity Analyst..., CFA Level II Candidate, BIA Interrogation..., Excel, Bloomberg, Factset, Haver, Street Events, Investing Books, Valuation, Microsoft Excel, Equities, Portfolio Management, Competitive Analysis, Strategy, Asset Management, Data Analysis, Equity Research, Financial Analysis, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Stonehill College 2002 — 2006
Bachelor of Science in Business Administration, Major: Finance Minor: Economics, Graduated cum laude with honors; 3.62 G.P.A.
Spiceworks May 2015 - August 2015
Texas Venture Labs January 2015 - May 2015
Fidelity Investments April 2013 - June 2014
Fidelity Investments August 2006 - April 2013
Goldman Sachs June 2005 - August 2005
Market Basket November 1998 - June 2005
Merrill Lynch January 2005 - April 2005
Investors Bank and Trust June 2004 - August 2004
E.Cressey & Son May 1998 - August 1998
Skills
Fidelity Equity Analyst..., CFA Level II Candidate, BIA Interrogation..., Excel, Bloomberg, Factset, Haver, Street Events, Investing Books, Valuation, Microsoft Excel, Equities, Portfolio Management, Competitive Analysis, Strategy, Asset Management, Data Analysis, Equity Research, Financial Analysis, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Stonehill College 2002 — 2006
Bachelor of Science in Business Administration, Major: Finance Minor: Economics, Graduated cum laude with honors; 3.62 G.P.A.
Nic Rebne Nic Rebne's Investors Bank and Trust Experience February 2005 - October 2005
Job Executive Manager, eProduct Sales at Elsevier
Industry E-Learning
Experience
Elsevier December 2010 - Present
Elsevier January 2009 - December 2010
Elsevier August 2006 - December 2009
Investors Bank and Trust February 2005 - October 2005
Investors Bank and Trust August 2004 - February 2005
Investors Bank and Trust September 2003 - August 2004
Skills
Account Management, Salesforce.com, Sales Management, Solution Selling, Contract Negotiations, Strategic Planning, Consultative Selling, Negotiation, E-business, Selling, Sales, Sales Operations, Strategic Partnerships, Lead Generation, Contract Negotiation, B2B, Sales Presentations, Management, Public Speaking, Strategy, Marketing, Marketing Strategy
Education
The University of Kansas 1997 — 2002
B.S., Business Administration
Elsevier December 2010 - Present
Elsevier January 2009 - December 2010
Elsevier August 2006 - December 2009
Investors Bank and Trust February 2005 - October 2005
Investors Bank and Trust August 2004 - February 2005
Investors Bank and Trust September 2003 - August 2004
Skills
Account Management, Salesforce.com, Sales Management, Solution Selling, Contract Negotiations, Strategic Planning, Consultative Selling, Negotiation, E-business, Selling, Sales, Sales Operations, Strategic Partnerships, Lead Generation, Contract Negotiation, B2B, Sales Presentations, Management, Public Speaking, Strategy, Marketing, Marketing Strategy
Education
The University of Kansas 1997 — 2002
B.S., Business Administration
Robert Moles Robert Moles's Investors Bank and Trust Experience November 2006 - September 2007
Job Investment Analytics, VP at State Street
Industry Financial Services
Experience
State Street Corp. November 2008 - Present
State Street Global Advisors February 2008 - October 2008
State Street Global Advisors September 2007 - February 2008
Investors Bank and Trust November 2006 - September 2007
State Street Corp December 2005 - November 2006
State Street Corp. February 2004 - December 2005
State Street Corp. September 2003 - February 2005
Skills
Performance Measurement, Fund Accounting, Strategic Planning, Performance Attribution, Institutional Investors, Client Service, Relationship Management, Client Services, CRM, Asset Allocation, Derivatives, Institutional..., Investment Strategies, Global Custody, Financial Markets, Investment Management, Financial Services, Financial Modeling, Risk Management, Fixed Income, Equities
Education
University of Massachusetts Dartmouth 1996 — 2001
Bachelor of Science, Finance
State Street Corp. November 2008 - Present
State Street Global Advisors February 2008 - October 2008
State Street Global Advisors September 2007 - February 2008
Investors Bank and Trust November 2006 - September 2007
State Street Corp December 2005 - November 2006
State Street Corp. February 2004 - December 2005
State Street Corp. September 2003 - February 2005
Skills
Performance Measurement, Fund Accounting, Strategic Planning, Performance Attribution, Institutional Investors, Client Service, Relationship Management, Client Services, CRM, Asset Allocation, Derivatives, Institutional..., Investment Strategies, Global Custody, Financial Markets, Investment Management, Financial Services, Financial Modeling, Risk Management, Fixed Income, Equities
Education
University of Massachusetts Dartmouth 1996 — 2001
Bachelor of Science, Finance
Tim R. Peters's Investors Bank and Trust Experience January 2004 - February 2005
Job Vice President at Markit
Industry Financial Services
Experience
Markit April 2012 - Present
Newfleet Asset Management November 2009 - January 2012
eSecLending January 2006 - January 2010
eSecLending February 2005 - February 2006
Investors Bank and Trust January 2004 - February 2005
Education
Susquehanna University 1997 — 2001
BA, English
Millbrook School
Markit April 2012 - Present
Newfleet Asset Management November 2009 - January 2012
eSecLending January 2006 - January 2010
eSecLending February 2005 - February 2006
Investors Bank and Trust January 2004 - February 2005
Education
Susquehanna University 1997 — 2001
BA, English
Millbrook School
Chris Sullivan, PMP Chris Sullivan, PMP's Investors Bank and Trust Experience June 1993 - June 1996
Job Senior IT Project Manager at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance May 2014 - Present
TDS May 2013 - April 2014
The Cavan Group June 1996 - May 2013
Investors Bank and Trust June 1993 - June 1996
Skills
Project Management, Consulting, Data Center, VoIP, Cloud Computing, Program Management, Vendor Management, Strategic Planning, Disaster Recovery, IT Strategy, Integration, ITIL, Cross-functional Team..., Infrastructure, Requirements Analysis, Leadership, Management, Information Technology, PMP, PMO, Strategy, Enterprise Software
Education
University of Massachusetts Dartmouth 1988 — 1992
Bachelor of Science (BS), Business Information Systems
Liberty Mutual Insurance May 2014 - Present
TDS May 2013 - April 2014
The Cavan Group June 1996 - May 2013
Investors Bank and Trust June 1993 - June 1996
Skills
Project Management, Consulting, Data Center, VoIP, Cloud Computing, Program Management, Vendor Management, Strategic Planning, Disaster Recovery, IT Strategy, Integration, ITIL, Cross-functional Team..., Infrastructure, Requirements Analysis, Leadership, Management, Information Technology, PMP, PMO, Strategy, Enterprise Software
Education
University of Massachusetts Dartmouth 1988 — 1992
Bachelor of Science (BS), Business Information Systems
Niral Shah, MBA Niral Shah, MBA's Investors Bank and Trust Experience July 2005 - July 2006
Job Owner CHATKAZZ (USA) at Chatkazz Spice Up
Industry Restaurants
Experience
Chatkazz Spice Up August 2015 - Present
KPMG US March 2014 - May 2015
The World Bank - International Finance Corporation April 2013 - March 2014
Hogan Lovells US LLP April 2010 - August 2012
American Red Cross November 2009 - April 2010
State Street July 2006 - May 2009
Investors Bank and Trust July 2005 - July 2006
First Investors Corporation June 2004 - December 2004
Greylock Federal Credit Union June 2004 - August 2004
Skills
Financial Reporting, Accounting, Access, General Ledger, Analysis, Budgets, Investments, Bloomberg, Valuation, Accounts Receivable, Private Equity, Management, Payroll, Microsoft Excel, Forecasting
Education
Suffolk University - Sawyer School of Management 2008 — 2009
MBA, Finance
University of Massachusetts, Amherst 2001 — 2005
BA, Economics
Lenox Memorial High School 1997 — 2001
Chatkazz Spice Up August 2015 - Present
KPMG US March 2014 - May 2015
The World Bank - International Finance Corporation April 2013 - March 2014
Hogan Lovells US LLP April 2010 - August 2012
American Red Cross November 2009 - April 2010
State Street July 2006 - May 2009
Investors Bank and Trust July 2005 - July 2006
First Investors Corporation June 2004 - December 2004
Greylock Federal Credit Union June 2004 - August 2004
Skills
Financial Reporting, Accounting, Access, General Ledger, Analysis, Budgets, Investments, Bloomberg, Valuation, Accounts Receivable, Private Equity, Management, Payroll, Microsoft Excel, Forecasting
Education
Suffolk University - Sawyer School of Management 2008 — 2009
MBA, Finance
University of Massachusetts, Amherst 2001 — 2005
BA, Economics
Lenox Memorial High School 1997 — 2001
Ivan Brightly Ivan Brightly's Investors Bank and Trust Experience June 2000 - June 2001
Job Chief Operating Officer at SolidX Partners Inc.
Industry Information Technology and Services
Experience
SolidX Partners Inc. March 2014 - Present
InterWallet January 2014 - Present
ZipZap October 2013 - Present
MASS Communications September 2012 - October 2013
FXCM February 2003 - September 2012
Bank of New York February 2002 - February 2003
Investors Bank and Trust June 2000 - June 2001
Skills
Bitcoin, Cryptocurrency, Digital Finance, Trading Systems, Electronic Trading, Virtualization, ITIL, FX trading, Storage, Enterprise Architecture, VMware Infrastructure, Data Center, Microsoft Infrastructure, FX Options, Financial Markets, Options, Back Office, Swaps, Microsoft Technologies, Emerging Markets, Trading, Strategy, Equity Derivatives, Bloomberg, Portfolio Management, Financial Risk, Technical Analysis, Investments, Citrix, Risk Management, Commodity, Foreign Exchange, Capital Markets, Equity Trading, Alternative Investments, Market Data, Financial Services, Currency, Bonds, Low Latency, Securities, Mergers & Acquisitions, Equities, Derivatives, Hedge Funds, Fixed Income, Asset Management, Investment Banking, Blockchain
Education
University of Massachusetts, Amherst 1997 — 2000
BA
Worcester Academy
SolidX Partners Inc. March 2014 - Present
InterWallet January 2014 - Present
ZipZap October 2013 - Present
MASS Communications September 2012 - October 2013
FXCM February 2003 - September 2012
Bank of New York February 2002 - February 2003
Investors Bank and Trust June 2000 - June 2001
Skills
Bitcoin, Cryptocurrency, Digital Finance, Trading Systems, Electronic Trading, Virtualization, ITIL, FX trading, Storage, Enterprise Architecture, VMware Infrastructure, Data Center, Microsoft Infrastructure, FX Options, Financial Markets, Options, Back Office, Swaps, Microsoft Technologies, Emerging Markets, Trading, Strategy, Equity Derivatives, Bloomberg, Portfolio Management, Financial Risk, Technical Analysis, Investments, Citrix, Risk Management, Commodity, Foreign Exchange, Capital Markets, Equity Trading, Alternative Investments, Market Data, Financial Services, Currency, Bonds, Low Latency, Securities, Mergers & Acquisitions, Equities, Derivatives, Hedge Funds, Fixed Income, Asset Management, Investment Banking, Blockchain
Education
University of Massachusetts, Amherst 1997 — 2000
BA
Worcester Academy
Ben Quah Ben Quah's Investors Bank and Trust Experience May 2001 - August 2004
Job Director of Capital Markets at Lattice Strategies, LLC
Industry Financial Services
Experience
Lattice Strategies, LLC October 2014 - Present
BlackRock June 2012 - September 2014
Blackrock December 2009 - June 2012
Barclays Global Investors January 2009 - December 2009
Barclays Global Investors August 2004 - December 2008
Investors Bank and Trust May 2001 - August 2004
Barclays Global Investors September 1999 - May 2001
Skills
Capital Markets, Mutual Funds, Fixed Income, Equities, Asset Management, Investments, Series 7, Financial Services, Asset Allocation, ETFs, Portfolio Management, Securities, Investment Management, Bloomberg, Banking, Series 63, Operations Management, 401k
Education
University of San Diego 1996 — 1999
Bachelors of Business Administration, Business Administration and Management, General
Lattice Strategies, LLC October 2014 - Present
BlackRock June 2012 - September 2014
Blackrock December 2009 - June 2012
Barclays Global Investors January 2009 - December 2009
Barclays Global Investors August 2004 - December 2008
Investors Bank and Trust May 2001 - August 2004
Barclays Global Investors September 1999 - May 2001
Skills
Capital Markets, Mutual Funds, Fixed Income, Equities, Asset Management, Investments, Series 7, Financial Services, Asset Allocation, ETFs, Portfolio Management, Securities, Investment Management, Bloomberg, Banking, Series 63, Operations Management, 401k
Education
University of San Diego 1996 — 1999
Bachelors of Business Administration, Business Administration and Management, General
Jeanette Kuhl Jeanette Kuhl's Investors Bank and Trust Experience January 2002 - June 2007
Job Business professional with experience in Client Relationship, Project Management and Operations Management
Industry Financial Services
Experience
Certent, Inc. May 2015 - Present
Information Systems Management November 2014 - May 2015
Active 20-30 Club of Greater Sacramento #1032 July 2011 - July 2014
State Street January 2008 - July 2014
State Street July 2007 - July 2014
Investors Bank and Trust January 2002 - June 2007
Barclays Global Investors November 1997 - December 2001
Skills
Project Management, Relationship Management, Financial Services, Management, Community Outreach, Securities, Equities, Fund Accounting, Fixed Income, Corporate Actions, Mutual Funds, Non-profit Leadership, Fundraising, Team Building, Business Analysis, Middle Office, Event Planning, Asset Management, Non-profit Volunteer, Risk Management, Budgets, Change Management, Non-profit..., Derivatives, Back Office, Hedge Funds, Business Strategy, Strategic Planning, Fundraisers, Public Speaking, Bloomberg, Manage Client..., Client Liaison, Securities Lending, Alternative Investments, Client Presentation, Requirements Analysis, Account Reconciliation, Leadership Development..., CRM, G/L Reconciliations, Employee Training, Client Relations, Risk Analysis, Microsoft Office
Education
University of California, Santa Barbara
Bachelor of Arts, Economics, Emphasis in Accounting
Certent, Inc. May 2015 - Present
Information Systems Management November 2014 - May 2015
Active 20-30 Club of Greater Sacramento #1032 July 2011 - July 2014
State Street January 2008 - July 2014
State Street July 2007 - July 2014
Investors Bank and Trust January 2002 - June 2007
Barclays Global Investors November 1997 - December 2001
Skills
Project Management, Relationship Management, Financial Services, Management, Community Outreach, Securities, Equities, Fund Accounting, Fixed Income, Corporate Actions, Mutual Funds, Non-profit Leadership, Fundraising, Team Building, Business Analysis, Middle Office, Event Planning, Asset Management, Non-profit Volunteer, Risk Management, Budgets, Change Management, Non-profit..., Derivatives, Back Office, Hedge Funds, Business Strategy, Strategic Planning, Fundraisers, Public Speaking, Bloomberg, Manage Client..., Client Liaison, Securities Lending, Alternative Investments, Client Presentation, Requirements Analysis, Account Reconciliation, Leadership Development..., CRM, G/L Reconciliations, Employee Training, Client Relations, Risk Analysis, Microsoft Office
Education
University of California, Santa Barbara
Bachelor of Arts, Economics, Emphasis in Accounting
Igor Kipnis, CFP® Igor Kipnis, CFP®'s Investors Bank and Trust Experience 2004 - 2005
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2010 - Present
Morgan Stanley Smith Barney June 2005 - November 2010
Investor's Bank and Trust 2004 - 2005
Washington Mutual, Inc. 2001 - 2004
Bank Of America 1999 - 2001
Intel 1999 - 2000
Education
University of California, Santa Barbara 2002 — 2004
Bachelor of Arts, Business Economics with Emphasis in Accounting
Wells Fargo Advisors November 2010 - Present
Morgan Stanley Smith Barney June 2005 - November 2010
Investor's Bank and Trust 2004 - 2005
Washington Mutual, Inc. 2001 - 2004
Bank Of America 1999 - 2001
Intel 1999 - 2000
Education
University of California, Santa Barbara 2002 — 2004
Bachelor of Arts, Business Economics with Emphasis in Accounting
Natasha Kuper's Investors Bank and Trust Experience July 2005 - January 2006
Job Contracts Supervisor at Omgeo LLC (Thomson Reuters Company)
Industry Financial Services
Experience
Omgeo LLC (Thomson Reuters Company) February 2006 - Present
Investors Bank and Trust July 2005 - January 2006
Skills
Project Management, Sales, Integration, Public Relations, Contract Management, Marketing, Training, Leadership, Research, Customer Service, Analysis
Education
Suffolk University 2007 — 2010
Master of Arts in Communication, (concentration in Marketing, Advertising, Rublic Relations)
University of Massachusetts Boston 2002 — 2005
Bachelor of Arts, Economics and Political Science
Omgeo LLC (Thomson Reuters Company) February 2006 - Present
Investors Bank and Trust July 2005 - January 2006
Skills
Project Management, Sales, Integration, Public Relations, Contract Management, Marketing, Training, Leadership, Research, Customer Service, Analysis
Education
Suffolk University 2007 — 2010
Master of Arts in Communication, (concentration in Marketing, Advertising, Rublic Relations)
University of Massachusetts Boston 2002 — 2005
Bachelor of Arts, Economics and Political Science
Romer Blanquera, CRPC®'s Investors Bank and Trust Experience February 2007 - April 2007
Job
Industry Financial Services
Experience
Merrill Lynch June 2007 - Present
Investors Bank and Trust February 2007 - April 2007
E*TRADE Financial September 1999 - November 2006
Skills
Notary Public, Securities, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Call Centers, Investments, Asset Allocation, Retirement, Trading, Banking, Investment Advisory, ETFs, Equity Trading, Fixed Income, Electronic Trading, Equities, Financial Advisory, Investment Strategies, 401k, CRPC, IRAs
Education
University of California, Davis 1993 — 1998
Merrill Lynch June 2007 - Present
Investors Bank and Trust February 2007 - April 2007
E*TRADE Financial September 1999 - November 2006
Skills
Notary Public, Securities, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Call Centers, Investments, Asset Allocation, Retirement, Trading, Banking, Investment Advisory, ETFs, Equity Trading, Fixed Income, Electronic Trading, Equities, Financial Advisory, Investment Strategies, 401k, CRPC, IRAs
Education
University of California, Davis 1993 — 1998
Dustin MacFarlane, CISA's Investors Bank and Trust Experience January 2005 - August 2006
Job IT Audit Manager at American Tower
Industry Accounting
Experience
American Tower June 2014 - Present
American Tower November 2012 - June 2014
American Tower December 2009 - November 2012
PricewaterhouseCoopers 2006 - December 2009
Investors Bank and Trust January 2005 - August 2006
Skills
CISA, Internal Controls, Auditing, Internal Audit, SAS70, Accounting, COSO, Sarbanes-Oxley, ITGC, IT Operations, IT Audit, Software Implementation, SEC filings
Education
Suffolk University - Sawyer Business School 2005 — 2009
MSA, Accounting
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
BS, Accounting
Kennett High School
American Tower June 2014 - Present
American Tower November 2012 - June 2014
American Tower December 2009 - November 2012
PricewaterhouseCoopers 2006 - December 2009
Investors Bank and Trust January 2005 - August 2006
Skills
CISA, Internal Controls, Auditing, Internal Audit, SAS70, Accounting, COSO, Sarbanes-Oxley, ITGC, IT Operations, IT Audit, Software Implementation, SEC filings
Education
Suffolk University - Sawyer Business School 2005 — 2009
MSA, Accounting
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
BS, Accounting
Kennett High School
Melanie Aragao's Investors Bank and Trust Experience January 2005 - November 2008
Job Senior Bank Examiner at State of R.I., Dept. of Business Regulation
Industry Accounting
Experience
State of R.I., Dept. of Business Regulation December 2008 - Present
Investors Bank and Trust January 2005 - November 2008
Education
Stonehill College 2000 — 2004
State of R.I., Dept. of Business Regulation December 2008 - Present
Investors Bank and Trust January 2005 - November 2008
Education
Stonehill College 2000 — 2004
Jenny (Jovell) Palladino's Investors Bank and Trust Experience 2002 - 2005
Job Human Resources
Industry Human Resources
Experience
Stay at Home Mom June 2010 - Present
Dynamics Research Corporation June 2008 - June 2010
Dynamics Research Corporation December 2005 - June 2009
Investors Bank and Trust 2002 - 2005
University of Massachusetts, Donahue Institute for Governmental Services November 2000 - February 2002
Florida Division of Emergency Management 1999 - 2000
Education
Suffolk University 2003 — 2006
MS, Human Resources
Westfield State University 1994 — 1998
BS, Education
Stay at Home Mom June 2010 - Present
Dynamics Research Corporation June 2008 - June 2010
Dynamics Research Corporation December 2005 - June 2009
Investors Bank and Trust 2002 - 2005
University of Massachusetts, Donahue Institute for Governmental Services November 2000 - February 2002
Florida Division of Emergency Management 1999 - 2000
Education
Suffolk University 2003 — 2006
MS, Human Resources
Westfield State University 1994 — 1998
BS, Education
Susan Liberty's Investors Bank and Trust Experience May 1989 - Present
Job Vice President at State Street Bank
Industry Financial Services
Experience
Investors Bank and Trust May 1989 - Present
State Street 1989 - Present
Skills
Fixed Income, Fund Accounting, Mutual Funds, Alternative Investments, Hedge Funds, Equities, Fund Administration, Asset Management, Financial Modeling, Bloomberg, Securities, Portfolio Management, Derivatives, Fund Of Funds, Corporate Actions, Financial Services, Options, Bonds, Swaps, Back Office, Middle Office, FX Options, Trading Systems
Education
Suffolk University - Sawyer School of Management 1991 — 1993
Masters, Masters of Finance
Investors Bank and Trust May 1989 - Present
State Street 1989 - Present
Skills
Fixed Income, Fund Accounting, Mutual Funds, Alternative Investments, Hedge Funds, Equities, Fund Administration, Asset Management, Financial Modeling, Bloomberg, Securities, Portfolio Management, Derivatives, Fund Of Funds, Corporate Actions, Financial Services, Options, Bonds, Swaps, Back Office, Middle Office, FX Options, Trading Systems
Education
Suffolk University - Sawyer School of Management 1991 — 1993
Masters, Masters of Finance
Ella Wong's Investors Bank and Trust Experience 2002 - 2003
Job Homemaker
Industry Hospitality
Experience
Northern Trust August 2005 - January 2008
Kaspick & Company February 2002 - August 2005
Investors Bank and Trust 2002 - 2003
Education
University of California, Davis
BS, Managerial Economics
Northern Trust August 2005 - January 2008
Kaspick & Company February 2002 - August 2005
Investors Bank and Trust 2002 - 2003
Education
University of California, Davis
BS, Managerial Economics
Patrick Brassil's Investors Bank and Trust Experience December 2006 - December 2007
Job Director of Marketplace Services at Maxwell Health
Industry Health, Wellness and Fitness
Experience
Maxwell Health April 2015 - Present
Maxwell Health November 2014 - Present
Mercer January 2014 - November 2014
Mercer November 2012 - December 2013
Crosby Benefit Systems February 2009 - November 2012
Suffolk Construction Co., Inc. December 2007 - October 2009
Investors Bank and Trust December 2006 - December 2007
ZANTAZ, an Autonomy Company 2006 - 2007
Skills
Employee Benefits, Training, HRIS, Management, Benefits Administration, New Hire Orientations, COBRA, Human Resources, Employee Relations, Administration, CRM, Recruiting, Customer Service
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Maxwell Health April 2015 - Present
Maxwell Health November 2014 - Present
Mercer January 2014 - November 2014
Mercer November 2012 - December 2013
Crosby Benefit Systems February 2009 - November 2012
Suffolk Construction Co., Inc. December 2007 - October 2009
Investors Bank and Trust December 2006 - December 2007
ZANTAZ, an Autonomy Company 2006 - 2007
Skills
Employee Benefits, Training, HRIS, Management, Benefits Administration, New Hire Orientations, COBRA, Human Resources, Employee Relations, Administration, CRM, Recruiting, Customer Service
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Megan Granger's Investors Bank and Trust Experience June 2004 - April 2005
Job Capital Management Senior Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2012 - Present
Sun Life Financial January 2011 - March 2012
Sun Life Financial October 2007 - December 2010
Sun Life Financial of Canada May 2010 - October 2010
Sunlife Financial September 2006 - October 2007
Sun Life Financial April 2005 - September 2006
Investors Bank and Trust June 2004 - April 2005
Skills
Treasury Management, Financial Analysis, Cash Flow Forecasting, Treasury Operations, Liquidity Management
Education
Stonehill College 2000 — 2004
Finance Major, Computer Information Systems Minor
Sun Life Financial April 2012 - Present
Sun Life Financial January 2011 - March 2012
Sun Life Financial October 2007 - December 2010
Sun Life Financial of Canada May 2010 - October 2010
Sunlife Financial September 2006 - October 2007
Sun Life Financial April 2005 - September 2006
Investors Bank and Trust June 2004 - April 2005
Skills
Treasury Management, Financial Analysis, Cash Flow Forecasting, Treasury Operations, Liquidity Management
Education
Stonehill College 2000 — 2004
Finance Major, Computer Information Systems Minor
Jennifer Cullen's Investors Bank and Trust Experience March 2006 - July 2007
Job Manager, Regional Process at Philips
Industry Medical Devices
Experience
Philips January 2014 - Present
Holiday Inn July 2003 - Present
Philips March 2011 - December 2013
Daddy's Junky Music November 2010 - March 2011
Brookstone Stores July 2007 - April 2010
Investors Bank and Trust March 2006 - July 2007
Skills
Customer Service, Accounting, Excel, Financial Analysis, SAP, Spreadsheets, General Ledger, Finance, Fixed Assets, Account Reconciliation, Microsoft Excel, Journal Entries, Financial Reporting, Forecasting, Budgets, Process Improvement, Management
Education
Southern New Hampshire University 2010 — 2013
Masters, Accounting
Southern New Hampshire University 2002 — 2005
Bachelor's degree, Accounting
Philips January 2014 - Present
Holiday Inn July 2003 - Present
Philips March 2011 - December 2013
Daddy's Junky Music November 2010 - March 2011
Brookstone Stores July 2007 - April 2010
Investors Bank and Trust March 2006 - July 2007
Skills
Customer Service, Accounting, Excel, Financial Analysis, SAP, Spreadsheets, General Ledger, Finance, Fixed Assets, Account Reconciliation, Microsoft Excel, Journal Entries, Financial Reporting, Forecasting, Budgets, Process Improvement, Management
Education
Southern New Hampshire University 2010 — 2013
Masters, Accounting
Southern New Hampshire University 2002 — 2005
Bachelor's degree, Accounting
Jeff Masopust's Investors Bank and Trust Experience October 2003 - May 2004
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays January 2015 - Present
Barclays February 2013 - December 2014
Barclays January 2011 - January 2013
Barclays September 2008 - December 2010
Lehman Brothers April 2006 - September 2008
Citigroup December 2005 - March 2006
Lehman Brothers June 2004 - August 2005
Investors Bank and Trust October 2003 - May 2004
Skills
Equities, Options, Trading, Accounting, Investments, Bloomberg, Accounts Receivable, Fixed Income, Series 7, Series 63, Financial Modeling, Customer Service, Securities, Management, Bonds, Portfolio Management, Risk Management
Education
University of Delaware 1999 — 2003
Bachelor of Science, Business Administration; Finance
Barclays January 2015 - Present
Barclays February 2013 - December 2014
Barclays January 2011 - January 2013
Barclays September 2008 - December 2010
Lehman Brothers April 2006 - September 2008
Citigroup December 2005 - March 2006
Lehman Brothers June 2004 - August 2005
Investors Bank and Trust October 2003 - May 2004
Skills
Equities, Options, Trading, Accounting, Investments, Bloomberg, Accounts Receivable, Fixed Income, Series 7, Series 63, Financial Modeling, Customer Service, Securities, Management, Bonds, Portfolio Management, Risk Management
Education
University of Delaware 1999 — 2003
Bachelor of Science, Business Administration; Finance
Jason Ronca's Investors Bank and Trust Experience April 2006 - August 2007
Job ETF Product Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2014 - Present
J.P. Morgan August 2007 - May 2014
Investors Bank and Trust April 2006 - August 2007
Deutsche Asset Management 2001 - 2006
Zurich Scudder Investments 2001 - 2002
Skills
Mutual Funds, Fund Accounting, Bloomberg, ETFs, Equities, Swaps, Fixed Income, Derivatives, Fund Administration, Alternative Investments, Corporate Actions
Education
Suffolk University - Sawyer Business School 2004 — 2007
MBA, Finance
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Science, Sports Management
J.P. Morgan Asset Management May 2014 - Present
J.P. Morgan August 2007 - May 2014
Investors Bank and Trust April 2006 - August 2007
Deutsche Asset Management 2001 - 2006
Zurich Scudder Investments 2001 - 2002
Skills
Mutual Funds, Fund Accounting, Bloomberg, ETFs, Equities, Swaps, Fixed Income, Derivatives, Fund Administration, Alternative Investments, Corporate Actions
Education
Suffolk University - Sawyer Business School 2004 — 2007
MBA, Finance
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Science, Sports Management
Martin Ouellette's Investors Bank and Trust Experience August 1998 - August 2000
Job Managing Director at InvestTech Systems Consulting
Industry Information Technology and Services
Experience
InvestTech Systems Consulting September 2011 - Present
Solutions Advisory Partners April 2010 - September 2011
Beyond Insight Inc April 2010 - September 2011
ING Investment Management July 2007 - March 2010
EAGLE INVESTMENT SYSTEMS, INC August 2000 - June 2007
Investors Bank and Trust August 1998 - August 2000
Boston Financial Data Services 1993 - 1998
Education
University of Massachusetts Dartmouth 1989 — 1995
Masters, Business Administration
Stonehill College 1984 — 1988
Bachelor of Science, Business Administration
InvestTech Systems Consulting September 2011 - Present
Solutions Advisory Partners April 2010 - September 2011
Beyond Insight Inc April 2010 - September 2011
ING Investment Management July 2007 - March 2010
EAGLE INVESTMENT SYSTEMS, INC August 2000 - June 2007
Investors Bank and Trust August 1998 - August 2000
Boston Financial Data Services 1993 - 1998
Education
University of Massachusetts Dartmouth 1989 — 1995
Masters, Business Administration
Stonehill College 1984 — 1988
Bachelor of Science, Business Administration
Enid O'Brien's Investors Bank and Trust Experience August 2001 - April 2003
Job Account Executive at Kforce Inc.
Industry Staffing and Recruiting
Experience
Kforce Inc. December 2010 - June 2011
Manhattan FundingNY LTD. April 2008 - June 2010
Nomura Securities July 2007 - February 2008
Nomura Securities July 2007 - February 2008
Northwestern Mutual Financial Network April 2003 - July 2007
Northwestern Mutual Financial Network 2003 - 2007
Investors Bank and Trust August 2001 - April 2003
Calyon (Formerly known as Credit Lyonnais) June 1997 - August 2000
Skills
Mutual Funds, Securities, Investments, Financial Analysis, Equities, Bloomberg, Insurance, Financial Services, Strategic Financial..., Series 7, Portfolio Management, Accounting, Hedge Funds, Finance, Risk Management, Trading, Derivatives
Education
University of Hartford 1997 — 2001
Bachelor of Science (BS), Economics and finance
University of Hartford 1997 — 2001
BS, Economics Finance
St. Mary's high school
Kforce Inc. December 2010 - June 2011
Manhattan FundingNY LTD. April 2008 - June 2010
Nomura Securities July 2007 - February 2008
Nomura Securities July 2007 - February 2008
Northwestern Mutual Financial Network April 2003 - July 2007
Northwestern Mutual Financial Network 2003 - 2007
Investors Bank and Trust August 2001 - April 2003
Calyon (Formerly known as Credit Lyonnais) June 1997 - August 2000
Skills
Mutual Funds, Securities, Investments, Financial Analysis, Equities, Bloomberg, Insurance, Financial Services, Strategic Financial..., Series 7, Portfolio Management, Accounting, Hedge Funds, Finance, Risk Management, Trading, Derivatives
Education
University of Hartford 1997 — 2001
Bachelor of Science (BS), Economics and finance
University of Hartford 1997 — 2001
BS, Economics Finance
St. Mary's high school
Sherry O'Day's Investors Bank and Trust Experience 1994 - 1996
Job Sr. Director Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
Fidelity Investments March 2006 - October 2006
Fidelity Investments April 2004 - February 2006
Fidelity Investments January 2002 - January 2004
Fidelity Investments January 2000 - January 2002
Fidelity Investments January 1997 - January 2000
Gradient Technologies 1996 - 1997
Investors Bank and Trust 1994 - 1996
Education
Stonehill College 1990 — 1994
BA, Biological Anthropology
Fidelity Investments 2006 - Present
Fidelity Investments March 2006 - October 2006
Fidelity Investments April 2004 - February 2006
Fidelity Investments January 2002 - January 2004
Fidelity Investments January 2000 - January 2002
Fidelity Investments January 1997 - January 2000
Gradient Technologies 1996 - 1997
Investors Bank and Trust 1994 - 1996
Education
Stonehill College 1990 — 1994
BA, Biological Anthropology
Russell Callahan's Investors Bank and Trust Experience October 2005 - May 2007
Job Corporate Actions Analyst at Bank of New York Mellon
Industry Accounting
Experience
Bank of New York Mellon May 2007 - Present
Investors Bank and Trust October 2005 - May 2007
HARMAN International February 2004 - October 2005
Skills
Fund Accounting, Equities, Fixed Income, Financial Services, Bloomberg, Securities, Mutual Funds, Accounting, Corporate Actions
Education
University of Massachusetts Lowell 1998 — 2002
Bachelor's Degree, Accounting
Bank of New York Mellon May 2007 - Present
Investors Bank and Trust October 2005 - May 2007
HARMAN International February 2004 - October 2005
Skills
Fund Accounting, Equities, Fixed Income, Financial Services, Bloomberg, Securities, Mutual Funds, Accounting, Corporate Actions
Education
University of Massachusetts Lowell 1998 — 2002
Bachelor's Degree, Accounting
Jason Chabot's Investors Bank and Trust Experience 2002 - 2007
Job Accounting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
Investors Bank and Trust 2002 - 2007
Skills
Fund Accounting, Investment Management, Asset Management, Mutual Funds, Accounting, Hedge Funds, Finance, Financial Analysis, Investments, Financial Reporting, Financial Services
Education
University of Massachusetts, Amherst 1997 — 2001
University of New Hampshire -- Peter T. Paul College of Business and Economics
Fidelity Investments March 2007 - Present
Investors Bank and Trust 2002 - 2007
Skills
Fund Accounting, Investment Management, Asset Management, Mutual Funds, Accounting, Hedge Funds, Finance, Financial Analysis, Investments, Financial Reporting, Financial Services
Education
University of Massachusetts, Amherst 1997 — 2001
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bob DelPonte's Investors Bank and Trust Experience June 1996 - June 1999
Job Technical Support Engineer/Team Lead for Dell/Equallogic
Industry Information Technology and Services
Experience
Dell/Equallogic October 2010 - Present
Sun Microsystems 2003 - 2008
Investors Bank and Trust June 1996 - June 1999
Skills
Operating Systems, Troubleshooting, Software Installation, Hardware, iSCSI, Computer Hardware, Installation, Windows, Servers, NFS, SAN, Storage, Solaris, RAID, Sun, Fibre Channel, Unix, Clustering, System Administration, TCP/IP, SPARC, Sun Cluster
Education
Northeastern University
Electrical Engineering
University of Massachusetts Lowell
Computer Science
Dell/Equallogic October 2010 - Present
Sun Microsystems 2003 - 2008
Investors Bank and Trust June 1996 - June 1999
Skills
Operating Systems, Troubleshooting, Software Installation, Hardware, iSCSI, Computer Hardware, Installation, Windows, Servers, NFS, SAN, Storage, Solaris, RAID, Sun, Fibre Channel, Unix, Clustering, System Administration, TCP/IP, SPARC, Sun Cluster
Education
Northeastern University
Electrical Engineering
University of Massachusetts Lowell
Computer Science
Jennifer Reilly's Investors Bank and Trust Experience March 2002 - November 2002
Job Content & Acquisitions at Bookfish Books, LLC
Industry Banking
Experience
Bookfishbook.com May 2014 - Present
RBS Securities, Inc March 2008 - February 2011
RBS Securities, Inc. March 2008 - January 2010
UBS Investment Bank May 2006 - March 2008
eSecLending, at CalPERS November 2002 - June 2005
Investors Bank and Trust March 2002 - November 2002
E*TRADE Securities, Inc January 1999 - March 2002
Senior Financial Services Assoc November 2000 - October 2001
E*TRADE Securities January 1999 - November 2000
Skills
Project Management, MS Project, Analysis, Process Improvement, Banking, Fixed Income, Management, Change Management, Equities, Finance, Software Documentation, Investment Banking, Bloomberg, Integration, Financial Services, Trading Systems, Visio, Options, Investments, Bonds
Education
University of California, Davis 1996 — 1998
Bachelor of Arts (B.A.), Political Science
University of California, Berkeley 1995 — 1996
Bachelor of the Arts, Political Science
University of California at Berkeley Alumni
Bookfishbook.com May 2014 - Present
RBS Securities, Inc March 2008 - February 2011
RBS Securities, Inc. March 2008 - January 2010
UBS Investment Bank May 2006 - March 2008
eSecLending, at CalPERS November 2002 - June 2005
Investors Bank and Trust March 2002 - November 2002
E*TRADE Securities, Inc January 1999 - March 2002
Senior Financial Services Assoc November 2000 - October 2001
E*TRADE Securities January 1999 - November 2000
Skills
Project Management, MS Project, Analysis, Process Improvement, Banking, Fixed Income, Management, Change Management, Equities, Finance, Software Documentation, Investment Banking, Bloomberg, Integration, Financial Services, Trading Systems, Visio, Options, Investments, Bonds
Education
University of California, Davis 1996 — 1998
Bachelor of Arts (B.A.), Political Science
University of California, Berkeley 1995 — 1996
Bachelor of the Arts, Political Science
University of California at Berkeley Alumni
Gina Piccirilli's Investors Bank and Trust Experience June 2004 - February 2006
Job Manager of Mutual Fund Compliance at State Street Bank
Industry Financial Services
Experience
State Street Bank September 1997 - Present
State Street Bank February 2006 - September 2007
Investors Bank and Trust June 2004 - February 2006
Pioneer InvestmentsShareholder Services February 2003 - June 2004
Education
Southern New Hampshire University 1998 — 2002
Bachelor of Science Degree, Business Administration
State Street Bank September 1997 - Present
State Street Bank February 2006 - September 2007
Investors Bank and Trust June 2004 - February 2006
Pioneer InvestmentsShareholder Services February 2003 - June 2004
Education
Southern New Hampshire University 1998 — 2002
Bachelor of Science Degree, Business Administration
Christopher Weigand - MBA's Investors Bank and Trust Experience February 1999 - August 1999
Job Investment Accountant
Industry Investment Management
Experience
Asset Management Company in Farmington, CT November 2008 - Present
MassMutual Financial Group May 2006 - November 2008
Babson Capital Management March 2005 - April 2006
Citigroup May 2004 - March 2005
MassMutual - MML Investors Services, Inc January 2004 - May 2004
Babson Capital, LLC October 2003 - January 2004
Morgan Stanley January 2003 - July 2003
Fidelity Investments February 2001 - September 2002
Liberty Funds Group August 1999 - February 2001
Investors Bank and Trust February 1999 - August 1999
Skills
Investments, Accounting, Derivatives, General Ledger, Insurance, Mutual Funds, Financial Reporting, Excel, Bloomberg, Word, PowerPoint, Access, Microsoft Office, SOX, SAP, Fixed Income, Financial Accounting, Equities, Alternative Investments, Finance, Hedge Funds, Microsoft Excel
Education
University of Connecticut 2005 — 2010
Master of Business Administration, Finance and Management
The University of Connecticut 1994 — 1998
Bachelor of Science, Business Administration; Finance
Asset Management Company in Farmington, CT November 2008 - Present
MassMutual Financial Group May 2006 - November 2008
Babson Capital Management March 2005 - April 2006
Citigroup May 2004 - March 2005
MassMutual - MML Investors Services, Inc January 2004 - May 2004
Babson Capital, LLC October 2003 - January 2004
Morgan Stanley January 2003 - July 2003
Fidelity Investments February 2001 - September 2002
Liberty Funds Group August 1999 - February 2001
Investors Bank and Trust February 1999 - August 1999
Skills
Investments, Accounting, Derivatives, General Ledger, Insurance, Mutual Funds, Financial Reporting, Excel, Bloomberg, Word, PowerPoint, Access, Microsoft Office, SOX, SAP, Fixed Income, Financial Accounting, Equities, Alternative Investments, Finance, Hedge Funds, Microsoft Excel
Education
University of Connecticut 2005 — 2010
Master of Business Administration, Finance and Management
The University of Connecticut 1994 — 1998
Bachelor of Science, Business Administration; Finance
Kerri Spinale's Investors Bank and Trust Experience June 2000 - February 2004
Job Director of Rehab Services at Norton and Associates
Industry Hospital & Health Care
Experience
Norton and Associates December 2011 - Present
Genesis Rehabilitation Services May 2009 - December 2011
Youville Hospital 1995 - 2007
Investors Bank and Trust June 2000 - February 2004
Skills
PPS Management, RUGs..., Occupational Therapy
Education
University of Massachusetts Boston 2000 — 2004
Master of Business Administration (MBA)
University of New Hampshire 1991 — 1995
Occupational Therapy
Norton and Associates December 2011 - Present
Genesis Rehabilitation Services May 2009 - December 2011
Youville Hospital 1995 - 2007
Investors Bank and Trust June 2000 - February 2004
Skills
PPS Management, RUGs..., Occupational Therapy
Education
University of Massachusetts Boston 2000 — 2004
Master of Business Administration (MBA)
University of New Hampshire 1991 — 1995
Occupational Therapy
Andrea Xu's Investors Bank and Trust Experience February 2006 - August 2006
Job Wellington Management
Industry Financial Services
Experience
Wellington Management May 2014 - Present
JPMorgan Chase May 2012 - December 2013
Fidelity Investments August 2006 - April 2012
Fidelity Investments June 2006 - June 2009
Investors Bank and Trust February 2006 - August 2006
State Street Bank and Trust Company June 2005 - February 2006
State Street Bank and Trust Company July 2004 - June 2005
Tufts University Finance Department October 2003 - June 2004
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Accounting and Finance
Wellington Management May 2014 - Present
JPMorgan Chase May 2012 - December 2013
Fidelity Investments August 2006 - April 2012
Fidelity Investments June 2006 - June 2009
Investors Bank and Trust February 2006 - August 2006
State Street Bank and Trust Company June 2005 - February 2006
State Street Bank and Trust Company July 2004 - June 2005
Tufts University Finance Department October 2003 - June 2004
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Accounting and Finance
Vitaly Katko's Investors Bank and Trust Experience June 2005 - October 2005
Job Financial Consultant at VNA Group LLC
Industry Financial Services
Experience
VNA Group August 2010 - Present
SS&C Technologies October 2010 - December 2011
Investors Bank and Trust June 2005 - October 2005
Skills
Strategic Consulting, Fund Administration, Financial Analysis
Education
University of Massachusetts, Amherst 2003 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Springfield Technical Community College 2000 — 2002
Associate's degree, Finance, General
VNA Group August 2010 - Present
SS&C Technologies October 2010 - December 2011
Investors Bank and Trust June 2005 - October 2005
Skills
Strategic Consulting, Fund Administration, Financial Analysis
Education
University of Massachusetts, Amherst 2003 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Springfield Technical Community College 2000 — 2002
Associate's degree, Finance, General
Andrea Juliano's Investors Bank and Trust Experience March 2000 - March 2001
Job Senior Accounting Associate
Industry Financial Services
Experience
Chase Paymentech January 2005 - Present
Wainwright Bank March 2001 - December 2003
Investors Bank and Trust March 2000 - March 2001
Skills
Project Planning, Microsoft Excel, Microsoft Word, Visio, SAP, Account Reconciliation, Bank Reconciliation, Payment Card Processing, G/L Reconciliations, Capacity Planning, Employee Training, Fixed Assets, General Ledger, Payments, Credit Cards, Accounting, Banking, Financial Services
Education
Southern New Hampshire University 2007 — 2012
Bachelor of Science (BS), Accounting
Chase Paymentech January 2005 - Present
Wainwright Bank March 2001 - December 2003
Investors Bank and Trust March 2000 - March 2001
Skills
Project Planning, Microsoft Excel, Microsoft Word, Visio, SAP, Account Reconciliation, Bank Reconciliation, Payment Card Processing, G/L Reconciliations, Capacity Planning, Employee Training, Fixed Assets, General Ledger, Payments, Credit Cards, Accounting, Banking, Financial Services
Education
Southern New Hampshire University 2007 — 2012
Bachelor of Science (BS), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY