IXIS Asset Management
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IXIS Asset Management Employees
Employee
Years
Job
Industry
John Refford John Refford's IXIS Asset Management Experience August 1997 - September 2000
Job Social Media & Innovation
Industry Financial Services
Experience
Natixis Global Asset Management February 2010 - Present
Natixis March 2002 - April 2010
CentrePath September 2000 - November 2001
IXIS Asset Management August 1997 - September 2000
Thomson Financial August 1993 - August 1997
Skills
Wordpress, Ruby on Rails, IT Management, Technology Management, Technology, Network Security, Security Management, ITIL, ITIL Certified, Marketing Strategy, Social Networking, Corporate Social..., Corporate Social Media, Marketing, Social Media Marketing, Financial Services, Strategy, WordPress, Facebook, Social Media, Corporate Communications, Blogging, Portfolio Management, IT Strategy, Analytics, Integration, Mobile Devices, Strategic Partnerships, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Worcester Polytechnic Institute 1998 — 1999
Graduate Certificate, Technology Management
Fitchburg State University 1992 — 1995
BSCS, Computer Science
Natixis Global Asset Management February 2010 - Present
Natixis March 2002 - April 2010
CentrePath September 2000 - November 2001
IXIS Asset Management August 1997 - September 2000
Thomson Financial August 1993 - August 1997
Skills
Wordpress, Ruby on Rails, IT Management, Technology Management, Technology, Network Security, Security Management, ITIL, ITIL Certified, Marketing Strategy, Social Networking, Corporate Social..., Corporate Social Media, Marketing, Social Media Marketing, Financial Services, Strategy, WordPress, Facebook, Social Media, Corporate Communications, Blogging, Portfolio Management, IT Strategy, Analytics, Integration, Mobile Devices, Strategic Partnerships, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Worcester Polytechnic Institute 1998 — 1999
Graduate Certificate, Technology Management
Fitchburg State University 1992 — 1995
BSCS, Computer Science
Sharon Wratchford Sharon Wratchford's IXIS Asset Management Experience 1998 - 2003
Job Executive Vice President, Strategic Operations
Industry Financial Services
Experience
Natixis Global Asset Management January 2007 - Present
Natixis Global Associates International January 2004 - January 2008
IXIS Asset Management Global Associates 2003 - 2007
IXIS Asset Management 1998 - 2003
Skills
Mutual Funds, Securities, Investments, Management, Hedge Funds, Asset Managment, Financial Services, Banking, Wealth Management, Alternative Investments, Portfolio Management, Asset Management, Series 7, Equities, Series 63, Asset Allocation, Investment Strategies, Investment Management, ETFs, Capital Markets, Investment Advisory, Series 24, Bloomberg, FINRA
Education
College of the Holy Cross 1982 — 1986
BA, Political Science
Natixis Global Asset Management January 2007 - Present
Natixis Global Associates International January 2004 - January 2008
IXIS Asset Management Global Associates 2003 - 2007
IXIS Asset Management 1998 - 2003
Skills
Mutual Funds, Securities, Investments, Management, Hedge Funds, Asset Managment, Financial Services, Banking, Wealth Management, Alternative Investments, Portfolio Management, Asset Management, Series 7, Equities, Series 63, Asset Allocation, Investment Strategies, Investment Management, ETFs, Capital Markets, Investment Advisory, Series 24, Bloomberg, FINRA
Education
College of the Holy Cross 1982 — 1986
BA, Political Science
Jeffrey Miller, CIMA Jeffrey Miller, CIMA's IXIS Asset Management Experience January 1998 - August 2000
Job Bank of America l Merrill Edge
Industry Financial Services
Experience
Four Wood Capital Partners, LLC August 2013 - January 2015
Montage Investments September 2010 - January 2013
BlackRock January 2004 - March 2009
Citizens Funds September 2000 - December 2003
IXIS Asset Management January 1998 - August 2000
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, ETFs, Series 63, Wealth Management, Financial Advisory, Separately Managed..., Asset Management, Series 6, Series 65, Equities, Bonds, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, 401k, Estate Planning, FINRA, Financial Planners, Fixed Annuities, IRAs, Insurance, Management, Sales, Series 24, Strategic Financial..., Uniform Combined State..., Variable Annuities, Wealth, Wealth Management..., Financial Planning
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science, Business Administration
Suffolk University - Sawyer School of Management
MBA, Business Administration
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
The Rivers School
High School
Four Wood Capital Partners, LLC August 2013 - January 2015
Montage Investments September 2010 - January 2013
BlackRock January 2004 - March 2009
Citizens Funds September 2000 - December 2003
IXIS Asset Management January 1998 - August 2000
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, ETFs, Series 63, Wealth Management, Financial Advisory, Separately Managed..., Asset Management, Series 6, Series 65, Equities, Bonds, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, 401k, Estate Planning, FINRA, Financial Planners, Fixed Annuities, IRAs, Insurance, Management, Sales, Series 24, Strategic Financial..., Uniform Combined State..., Variable Annuities, Wealth, Wealth Management..., Financial Planning
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science, Business Administration
Suffolk University - Sawyer School of Management
MBA, Business Administration
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
The Rivers School
High School
Mike Byrnes Mike Byrnes's IXIS Asset Management Experience January 2000 - April 2003
Job National speaker and President of Byrnes Consulting, LLC... Helping our clients grow!!!
Industry Marketing and Advertising
Experience
Byrnes Consulting, LLC April 2008 - Present
Commonwealth Financial Network August 2008 - August 2009
Liberty Mutual April 2007 - April 2008
Fidelity Investments 2005 - 2007
Pioneer Investments August 2003 - October 2005
IXIS Asset Management January 2000 - April 2003
Mellon Financial 1992 - 2000
Skills
Public Speaking, Marketing Strategy, Marketing Communications, Business Development, Business Strategy, Business Planning, Growth Strategies, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Advertising, Thought Leadership, Referrals, New Business Development, Marketing Research, Email Marketing, Succession Planning, LinkedIn, Facebook, Twitter, Social Media Measurement, Facebook Marketing, Direct Marketing, Online Advertising, Business Coaching, Google Analytics, Executive Coaching, Online Communications, National Speaker, Coaching, Customer Retention, Social Networking, Strategic Alliances, Staff Development, Disaster Recovery, Social Marketing, YouTube, Google+, Business Communications, Client Development, Retention Management, Referral Development, Online Research, Websites, Staff Management, Staff Retention, Coaching Staff, Human Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Marketing Management
Saint Michael's College 1988 — 1992
BS, Business Administration
Weston High School 1986 — 1988
Diploma
Byrnes Consulting, LLC April 2008 - Present
Commonwealth Financial Network August 2008 - August 2009
Liberty Mutual April 2007 - April 2008
Fidelity Investments 2005 - 2007
Pioneer Investments August 2003 - October 2005
IXIS Asset Management January 2000 - April 2003
Mellon Financial 1992 - 2000
Skills
Public Speaking, Marketing Strategy, Marketing Communications, Business Development, Business Strategy, Business Planning, Growth Strategies, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Advertising, Thought Leadership, Referrals, New Business Development, Marketing Research, Email Marketing, Succession Planning, LinkedIn, Facebook, Twitter, Social Media Measurement, Facebook Marketing, Direct Marketing, Online Advertising, Business Coaching, Google Analytics, Executive Coaching, Online Communications, National Speaker, Coaching, Customer Retention, Social Networking, Strategic Alliances, Staff Development, Disaster Recovery, Social Marketing, YouTube, Google+, Business Communications, Client Development, Retention Management, Referral Development, Online Research, Websites, Staff Management, Staff Retention, Coaching Staff, Human Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Marketing Management
Saint Michael's College 1988 — 1992
BS, Business Administration
Weston High School 1986 — 1988
Diploma
Nhu Trinh's IXIS Asset Management Experience January 2005 - March 2005
Job REIT Reporting and Compliance Analyst at KBS Realty Advisors
Industry Real Estate
Experience
KBS Realty Advisors September 2008 - Present
Loomis, Sayles & Company April 2005 - October 2007
IXIS Asset Management January 2005 - March 2005
Millennium Pharmaceuticals September 2001 - May 2004
Skills
SEC filings, Blue Sky, Contract Negotiation, Bank Reconciliation, Leadership, US GAAP
Education
Boston University
KBS Realty Advisors September 2008 - Present
Loomis, Sayles & Company April 2005 - October 2007
IXIS Asset Management January 2005 - March 2005
Millennium Pharmaceuticals September 2001 - May 2004
Skills
SEC filings, Blue Sky, Contract Negotiation, Bank Reconciliation, Leadership, US GAAP
Education
Boston University
Yann de Champlain, PMP's IXIS Asset Management Experience April 2006 - January 2007
Job ✔President & Senior Web Strategist (LION OpenNetworker yann @ esoft.ca) +19K connections
Industry Information Technology and Services
Experience
E-SOFT inc. - Websites creation and Internet Marketing September 2000 - Present
Standard Life January 2012 - February 2014
Transcontinental Médias April 2011 - October 2011
Association de la Construction du Québec May 2010 - March 2011
x10media February 2009 - February 2010
Cogeco March 2008 - September 2008
SNC-Lavalin November 2004 - March 2008
Groupe Volkswagen France February 2007 - January 2008
e-SoftFranceConsulting January 2006 - January 2008
IXIS Asset Management April 2006 - January 2007
Skills
Business Intelligence, SharePoint, Project Management, PMO, Strategy, Management, PMP, Business Analysis, Software Project..., Integration, MS Project, Change Management, Project Delivery, Team Leadership, Process Improvement, Team Management, Visio, Leadership, Web Project Management, Software Documentation, Entrepreneurship, Business Process..., Business Process, Risk Management, Cross-functional Team..., Networking, Project Planning, IT Management, IT Strategy, Software Development, Outsourcing, SDLC, Budgets, Resource Management, IT Service Delivery, Agile Project Management, Web Development, Microsoft Project
Education
Project Management Institute 2012 — 2012
Project Management Professional, Project Management, PMP
Université du Québec 1998 — 2000
Certificat, Business Information Systems
Collège de Rosemont 1992 — 1993
College, Administration des affaires
CEGEP de Rimouski 1990 — 1992
Collegial, Architecture
E-SOFT inc. - Websites creation and Internet Marketing September 2000 - Present
Standard Life January 2012 - February 2014
Transcontinental Médias April 2011 - October 2011
Association de la Construction du Québec May 2010 - March 2011
x10media February 2009 - February 2010
Cogeco March 2008 - September 2008
SNC-Lavalin November 2004 - March 2008
Groupe Volkswagen France February 2007 - January 2008
e-SoftFranceConsulting January 2006 - January 2008
IXIS Asset Management April 2006 - January 2007
Skills
Business Intelligence, SharePoint, Project Management, PMO, Strategy, Management, PMP, Business Analysis, Software Project..., Integration, MS Project, Change Management, Project Delivery, Team Leadership, Process Improvement, Team Management, Visio, Leadership, Web Project Management, Software Documentation, Entrepreneurship, Business Process..., Business Process, Risk Management, Cross-functional Team..., Networking, Project Planning, IT Management, IT Strategy, Software Development, Outsourcing, SDLC, Budgets, Resource Management, IT Service Delivery, Agile Project Management, Web Development, Microsoft Project
Education
Project Management Institute 2012 — 2012
Project Management Professional, Project Management, PMP
Université du Québec 1998 — 2000
Certificat, Business Information Systems
Collège de Rosemont 1992 — 1993
College, Administration des affaires
CEGEP de Rimouski 1990 — 1992
Collegial, Architecture
Maria (Valente) Ardizzoni Maria (Valente) Ardizzoni's IXIS Asset Management Experience May 2003 - May 2005
Job Marketing at DENTSPLY Implants
Industry Medical Devices
Experience
DENTSPLY Implants May 2007 - Present
Investors Bank & Trust June 2006 - May 2007
Cosentini Associates May 2005 - June 2006
IXIS Asset Management May 2003 - May 2005
Skills
Project Management, Marketing Communications, Corporate Branding, Competitor Reseach, Microsoft Office, InDesign, Salesforce.com, Proficient in Italian, Basic Spanish
Education
Lasell College 2008 — 2011
Masters, Marketing
Suffolk University 2001 — 2005
BSBA, Marketing
Arlington Catholic 1997 — 2001
High School Diploma
DENTSPLY Implants May 2007 - Present
Investors Bank & Trust June 2006 - May 2007
Cosentini Associates May 2005 - June 2006
IXIS Asset Management May 2003 - May 2005
Skills
Project Management, Marketing Communications, Corporate Branding, Competitor Reseach, Microsoft Office, InDesign, Salesforce.com, Proficient in Italian, Basic Spanish
Education
Lasell College 2008 — 2011
Masters, Marketing
Suffolk University 2001 — 2005
BSBA, Marketing
Arlington Catholic 1997 — 2001
High School Diploma
Maryann Conway's IXIS Asset Management Experience 1997 - 2003
Job Senior Cybersecurity Consultant and vCISO
Industry Information Technology and Services
Experience
Biogen May 2007 - April 2012
OMAM (Old Mutual Asset Management) 2004 - 2007
IXIS Asset Management 1997 - 2003
Holland Mark Martin 1997 - 1999
Education
Clark University
Biogen May 2007 - April 2012
OMAM (Old Mutual Asset Management) 2004 - 2007
IXIS Asset Management 1997 - 2003
Holland Mark Martin 1997 - 1999
Education
Clark University
Ali Pasha Ali Pasha's IXIS Asset Management Experience June 2005 - August 2005
Job Senior Consultant at Teradata
Industry Computer Software
Experience
Teradata January 2008 - Present
Morgan Stanley October 2007 - December 2007
MRM Worldwide August 2007 - September 2007
MasterCard September 2006 - July 2007
(Personal Firm) August 2005 - September 2006
IXIS Asset Management June 2005 - August 2005
Guardian Life Insurance February 2002 - April 2005
DataSquare October 2001 - February 2002
Keyspan Energy February 2001 - September 2001
Bank of America November 2000 - January 2001
Skills
Customer Analysis, Business Analysis, Business Intelligence, Consulting
Education
Kettering University 1994 — 1998
Bachelor of Science in Applied Mathematics, Major: Applied Statistics / Minor: Applied Computational Mathematics
New Canaan High School
Teradata January 2008 - Present
Morgan Stanley October 2007 - December 2007
MRM Worldwide August 2007 - September 2007
MasterCard September 2006 - July 2007
(Personal Firm) August 2005 - September 2006
IXIS Asset Management June 2005 - August 2005
Guardian Life Insurance February 2002 - April 2005
DataSquare October 2001 - February 2002
Keyspan Energy February 2001 - September 2001
Bank of America November 2000 - January 2001
Skills
Customer Analysis, Business Analysis, Business Intelligence, Consulting
Education
Kettering University 1994 — 1998
Bachelor of Science in Applied Mathematics, Major: Applied Statistics / Minor: Applied Computational Mathematics
New Canaan High School
Rob Wiley, CFP® Rob Wiley, CFP®'s IXIS Asset Management Experience 1999 - 2005
Job Employee Benefits Sales Rep
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Merrill Edge August 2011 - July 2013
VALIC December 2010 - July 2011
AARP Financial November 2005 - September 2010
IXIS Asset Management 1999 - 2005
Class Travel Worldwide June 1998 - July 1999
Skills
Series 7, IRAs, Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Finance, Insurance, Investments, Retirement, Retirement Planning, Securities, Wealth Management, Series 63, Series 6
Education
Providence College 1994 — 1998
Bachelor of Science (BS), Marketing
Sun Life Financial July 2013 - Present
Merrill Edge August 2011 - July 2013
VALIC December 2010 - July 2011
AARP Financial November 2005 - September 2010
IXIS Asset Management 1999 - 2005
Class Travel Worldwide June 1998 - July 1999
Skills
Series 7, IRAs, Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Finance, Insurance, Investments, Retirement, Retirement Planning, Securities, Wealth Management, Series 63, Series 6
Education
Providence College 1994 — 1998
Bachelor of Science (BS), Marketing
Dave Secor Dave Secor's IXIS Asset Management Experience September 1998 - July 2003
Job Director of Finance and Operations
Industry Education Management
Experience
Touchstone Community School November 2008 - June 2013
Wellington Management Company, LLP August 2003 - January 2008
IXIS Asset Management September 1998 - July 2003
Scudder Investments March 1988 - August 1998
Skills
Strategy, Management, Business Strategy, Securities, CRM, Risk Management, Mutual Funds
Education
Lake Forest College 1983 — 1987
BA, Finance and Marketing
Touchstone Community School November 2008 - June 2013
Wellington Management Company, LLP August 2003 - January 2008
IXIS Asset Management September 1998 - July 2003
Scudder Investments March 1988 - August 1998
Skills
Strategy, Management, Business Strategy, Securities, CRM, Risk Management, Mutual Funds
Education
Lake Forest College 1983 — 1987
BA, Finance and Marketing
Lindsey Holzer Lindsey Holzer's IXIS Asset Management Experience June 2004 - May 2005
Job Senior Marketing Manager, LivingSocial
Industry Marketing and Advertising
Experience
LivingSocial February 2015 - Present
LivingSocial September 2013 - February 2015
Target July 2011 - August 2013
Target January 2011 - August 2011
Cerulli Associates May 2005 - August 2010
Cerulli Associates January 2008 - December 2009
Cerulli Associates May 2005 - December 2007
IXIS Asset Management June 2004 - May 2005
Skills
Email Marketing, Project Management, Marketing Strategy, Research, Press Releases, Social Media Marketing, Strategy, Social Media, Sales, Market Research, Marketing, Advertising, Marketing Communications
Education
Bucknell University 2000 — 2004
Bucknell University 2000 — 2004
Bachelor's degree, Economics
LivingSocial February 2015 - Present
LivingSocial September 2013 - February 2015
Target July 2011 - August 2013
Target January 2011 - August 2011
Cerulli Associates May 2005 - August 2010
Cerulli Associates January 2008 - December 2009
Cerulli Associates May 2005 - December 2007
IXIS Asset Management June 2004 - May 2005
Skills
Email Marketing, Project Management, Marketing Strategy, Research, Press Releases, Social Media Marketing, Strategy, Social Media, Sales, Market Research, Marketing, Advertising, Marketing Communications
Education
Bucknell University 2000 — 2004
Bucknell University 2000 — 2004
Bachelor's degree, Economics
Ryan Andrew Ryan Andrew's IXIS Asset Management Experience September 2004 - June 2006
Job Consultant Relations Institutional Asset Management at Columbia Management
Industry Investment Management
Experience
Columbia Management September 2014 - Present
Columbia Management March 2011 - September 2014
Columbia Management June 2006 - February 2010
IXIS Asset Management September 2004 - June 2006
Skills
Product Management, Institutional..., Mutual Funds, Series 7, Asset Management, Investments, 401k, Retirement, Morningstar, Defined Benefit, Defined Contribution, Series 63, Series 65
Education
University of Massachusetts, Amherst 1997 — 2000
Economics
Columbia Management September 2014 - Present
Columbia Management March 2011 - September 2014
Columbia Management June 2006 - February 2010
IXIS Asset Management September 2004 - June 2006
Skills
Product Management, Institutional..., Mutual Funds, Series 7, Asset Management, Investments, 401k, Retirement, Morningstar, Defined Benefit, Defined Contribution, Series 63, Series 65
Education
University of Massachusetts, Amherst 1997 — 2000
Economics
Adam Bertapelle, CIMA® Adam Bertapelle, CIMA®'s IXIS Asset Management Experience October 1999 - October 2003
Job Executive Director at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2014 - Present
JPMorgan Asset Management October 2004 - January 2014
IXIS Asset Management October 1999 - October 2003
MetLife August 1996 - October 1999
Skills
Asset Managment, Separately Managed..., Mutual Funds, Series 7, Investments, Portfolio Management, Capital Markets, Asset Allocation, Series 63, Alternative Investments, Wealth Management, Equities, Investment Advisory, Fixed Income, Securities, Hedge Funds, Asset Management, Financial Advisory, Investment Management, Investment Strategies, Retirement Planning, Series 65
Education
Wharton School, University of Pennsylvania 2011 — 2011
CIMA, Executive Education
University of Colorado Boulder 1992 — 1996
BA, Music, Sociology
J.P. Morgan Asset Management January 2014 - Present
JPMorgan Asset Management October 2004 - January 2014
IXIS Asset Management October 1999 - October 2003
MetLife August 1996 - October 1999
Skills
Asset Managment, Separately Managed..., Mutual Funds, Series 7, Investments, Portfolio Management, Capital Markets, Asset Allocation, Series 63, Alternative Investments, Wealth Management, Equities, Investment Advisory, Fixed Income, Securities, Hedge Funds, Asset Management, Financial Advisory, Investment Management, Investment Strategies, Retirement Planning, Series 65
Education
Wharton School, University of Pennsylvania 2011 — 2011
CIMA, Executive Education
University of Colorado Boulder 1992 — 1996
BA, Music, Sociology
Charles Hutchins Charles Hutchins's IXIS Asset Management Experience May 2005 - April 2008
Job Reconciliation Specialist
Industry Investment Banking
Experience
Housing Authority County of Stanislaus January 2010 - April 2010
Union Bank of California, August 2008 - February 2009
IXIS Asset Management May 2005 - April 2008
Advent Outsource / Advent June 2001 - November 2003
Wells Fargo / Van Kasper June 2000 - January 2001
Chase / Hambrecht & Quist November 1995 - May 2000
Kidder, Peabody & Co April 1984 - February 1995
Skills
SEI 3000 Trust System, Advent AXYS 3.5.1, Yardi Systems, Overnight Comparison..., APL Checkfree System, Microsoft Word / Excel, Typing / Ten Key (8,000..., Accounts Payable
Education
American Business College
Certificate of Achievement, Mortgage Banking & Real Estate Principals
Computer Tutor Business and Technical Institute
Certificate of Achievement, Administrative Account Clerk
Housing Authority County of Stanislaus January 2010 - April 2010
Union Bank of California, August 2008 - February 2009
IXIS Asset Management May 2005 - April 2008
Advent Outsource / Advent June 2001 - November 2003
Wells Fargo / Van Kasper June 2000 - January 2001
Chase / Hambrecht & Quist November 1995 - May 2000
Kidder, Peabody & Co April 1984 - February 1995
Skills
SEI 3000 Trust System, Advent AXYS 3.5.1, Yardi Systems, Overnight Comparison..., APL Checkfree System, Microsoft Word / Excel, Typing / Ten Key (8,000..., Accounts Payable
Education
American Business College
Certificate of Achievement, Mortgage Banking & Real Estate Principals
Computer Tutor Business and Technical Institute
Certificate of Achievement, Administrative Account Clerk
Mike Ballentine Mike Ballentine's IXIS Asset Management Experience April 2005 - June 2005
Job Business Systems Analyst, Financial Services
Industry Financial Services
Experience
Advent Software May 2010 - Present
Fidelity Investments August 2005 - December 2009
Pioneer Investments March 2002 - July 2005
IXIS Asset Management April 2005 - June 2005
Providus Software Solutions August 2004 - December 2004
Zurich Scudder Investments May 1998 - January 2002
Fidelity Investments July 1993 - April 1998
Bull 1990 - 1992
Apollo Computer 1986 - 1990
Intermetrics 1981 - 1983
Skills
Advent Geneva Portfolio...
Education
Georgia Institute of Technology
M.S.
Advent Software May 2010 - Present
Fidelity Investments August 2005 - December 2009
Pioneer Investments March 2002 - July 2005
IXIS Asset Management April 2005 - June 2005
Providus Software Solutions August 2004 - December 2004
Zurich Scudder Investments May 1998 - January 2002
Fidelity Investments July 1993 - April 1998
Bull 1990 - 1992
Apollo Computer 1986 - 1990
Intermetrics 1981 - 1983
Skills
Advent Geneva Portfolio...
Education
Georgia Institute of Technology
M.S.
Christian Mango, AIF®, AIFA® Christian Mango, AIF®, AIFA®'s IXIS Asset Management Experience November 2004 - August 2006
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock June 2010 - Present
Pioneer Investments April 2007 - May 2010
Touchstone Investments August 2006 - April 2007
IXIS Asset Management November 2004 - August 2006
Salomon Smith Barney April 1996 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, Finance
Lehigh University 1991 — 1995
BA, Economics
Lehigh University - College of Business and Economics 1991 — 1995
BA, Economics
Blair Academy 1990 — 1991
Darien High School 1986 — 1990
BlackRock June 2010 - Present
Pioneer Investments April 2007 - May 2010
Touchstone Investments August 2006 - April 2007
IXIS Asset Management November 2004 - August 2006
Salomon Smith Barney April 1996 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, Finance
Lehigh University 1991 — 1995
BA, Economics
Lehigh University - College of Business and Economics 1991 — 1995
BA, Economics
Blair Academy 1990 — 1991
Darien High School 1986 — 1990
Coque K. Dion, Esq. Coque K. Dion, Esq.'s IXIS Asset Management Experience October 2003 - June 2004
Job Service Delivery Manager at Axiom
Industry Legal Services
Experience
Axiom August 2015 - Present
Thomson Reuters January 2014 - August 2015
Thomson Reuters February 2013 - December 2013
Wilson Sonsini Goodrich & Rosati May 2012 - January 2013
O'Melveny & Myers LLP January 2012 - April 2012
Manasian & Rougeau LLP September 2009 - December 2011
EEOC January 2009 - April 2009
Cintas Corporation September 2004 - August 2006
IXIS Asset Management October 2003 - June 2004
A.G. Edwards & Sons, Inc. January 2003 - June 2003
Skills
Best Case Bankruptcy, Sage Timeslips, CT Summation, Westlaw, LexisNexis, Windows XP / Vista / 7, Mac OS 9 / X, Quicken, PeopleSoft, Adobe Acrobat, Microsoft Works, Microsoft Office 2007, Outlook, Excel, PowerPoint, Teamwork, Creative Problem Solving, Legal Research, Legal Writing, Legal Support, Attention To Detail, Persistent, Client Acquisition, Client Relationship..., Client Communications, Client Interfacing, International Business, Corporate Law, Corporate Finance, Corporate Governance, Personality, Employment Law, Employment Litigation, Negotiation, Contract Negotiation, Chapter 7, Chapter 11, Chapter 13, Consumer Behavior, Consumer Law, Consumer Technology, Adaptation, Securities, Commercial Litigation, General Litigation, Discovery, Concordance, CaseMap, IPRO, LiveNote
Education
Santa Clara University School of Law 2006 — 2009
Juris Doctor (J.D.), International Business Law
Santa Clara University 1999 — 2003
Bachelor’s Degree, Marketing, Operations Management & Information Systems
Axiom August 2015 - Present
Thomson Reuters January 2014 - August 2015
Thomson Reuters February 2013 - December 2013
Wilson Sonsini Goodrich & Rosati May 2012 - January 2013
O'Melveny & Myers LLP January 2012 - April 2012
Manasian & Rougeau LLP September 2009 - December 2011
EEOC January 2009 - April 2009
Cintas Corporation September 2004 - August 2006
IXIS Asset Management October 2003 - June 2004
A.G. Edwards & Sons, Inc. January 2003 - June 2003
Skills
Best Case Bankruptcy, Sage Timeslips, CT Summation, Westlaw, LexisNexis, Windows XP / Vista / 7, Mac OS 9 / X, Quicken, PeopleSoft, Adobe Acrobat, Microsoft Works, Microsoft Office 2007, Outlook, Excel, PowerPoint, Teamwork, Creative Problem Solving, Legal Research, Legal Writing, Legal Support, Attention To Detail, Persistent, Client Acquisition, Client Relationship..., Client Communications, Client Interfacing, International Business, Corporate Law, Corporate Finance, Corporate Governance, Personality, Employment Law, Employment Litigation, Negotiation, Contract Negotiation, Chapter 7, Chapter 11, Chapter 13, Consumer Behavior, Consumer Law, Consumer Technology, Adaptation, Securities, Commercial Litigation, General Litigation, Discovery, Concordance, CaseMap, IPRO, LiveNote
Education
Santa Clara University School of Law 2006 — 2009
Juris Doctor (J.D.), International Business Law
Santa Clara University 1999 — 2003
Bachelor’s Degree, Marketing, Operations Management & Information Systems
Laura Liston, MSN, FNP-C's IXIS Asset Management Experience March 2005 - October 2005
Job Family Nurse Practitioner at First Care Medical Clinic
Industry Hospital & Health Care
Experience
Commonwealth Care Alliance January 2015 - July 2015
Shriners Hospitals for Children June 2014 - July 2015
Vibra Healthcare July 2013 - August 2014
Cambridge Montessori School June 2013 - August 2013
University of Massachusetts Medical School May 2011 - September 2011
American Heart Association August 2007 - May 2011
Two Ten Footwear Foundation October 2005 - August 2007
IXIS Asset Management March 2005 - October 2005
Pioneer Investments 2002 - 2005
Spirit Cruises April 2002 - September 2002
Skills
Fundraising, Non-profits, Leadership, Staff Development, Community Outreach, Social Media, Event Planning, Public Speaking, Microsoft Office, Healthcare, Project Management, Research, Nonprofits, Training, Marketing, Public Health, Nursing, Health Education, Hospitals
Education
Regis College 2011 — 2014
MSN, Child and Family Nurse Practitioner
Regis College 2011 — 2013
Bachelor of Science in Nursing (BSN), Nursing
Suffolk University 2000 — 2003
BA Communications, Public Relations
Commonwealth Care Alliance January 2015 - July 2015
Shriners Hospitals for Children June 2014 - July 2015
Vibra Healthcare July 2013 - August 2014
Cambridge Montessori School June 2013 - August 2013
University of Massachusetts Medical School May 2011 - September 2011
American Heart Association August 2007 - May 2011
Two Ten Footwear Foundation October 2005 - August 2007
IXIS Asset Management March 2005 - October 2005
Pioneer Investments 2002 - 2005
Spirit Cruises April 2002 - September 2002
Skills
Fundraising, Non-profits, Leadership, Staff Development, Community Outreach, Social Media, Event Planning, Public Speaking, Microsoft Office, Healthcare, Project Management, Research, Nonprofits, Training, Marketing, Public Health, Nursing, Health Education, Hospitals
Education
Regis College 2011 — 2014
MSN, Child and Family Nurse Practitioner
Regis College 2011 — 2013
Bachelor of Science in Nursing (BSN), Nursing
Suffolk University 2000 — 2003
BA Communications, Public Relations
Robert Barry's IXIS Asset Management Experience August 1999 - September 2005
Job Vice President, Compliance Manager at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
Ameriprise Financial / Columbia Management May 2009 - January 2015
Bank of America / Columbia Management April 2006 - May 2009
Fidelity Investments October 2005 - April 2006
IXIS Asset Management August 1999 - September 2005
Boston Financial Data Services April 1997 - August 1999
Skills
Mutual Funds, Asset Managment, Due Diligence, Series 63, Compliance Testing, Compliance Oversight, FINRA, Compliance Training, AML, Financial Services, Asset Management, Transfer Agency, Series 6, Series 26, Compliance Monitoring, Service Providers, Investment Company Act, Fund Administration, Process Improvement, Securities Regulation, Anti Money Laundering, Equities, Fixed Income, Risk Management, Financial Risk, Securities
Education
Suffolk University 1990 — 1994
Bachelor of Science (B.S.), Political Science and American History
State Street January 2015 - Present
Ameriprise Financial / Columbia Management May 2009 - January 2015
Bank of America / Columbia Management April 2006 - May 2009
Fidelity Investments October 2005 - April 2006
IXIS Asset Management August 1999 - September 2005
Boston Financial Data Services April 1997 - August 1999
Skills
Mutual Funds, Asset Managment, Due Diligence, Series 63, Compliance Testing, Compliance Oversight, FINRA, Compliance Training, AML, Financial Services, Asset Management, Transfer Agency, Series 6, Series 26, Compliance Monitoring, Service Providers, Investment Company Act, Fund Administration, Process Improvement, Securities Regulation, Anti Money Laundering, Equities, Fixed Income, Risk Management, Financial Risk, Securities
Education
Suffolk University 1990 — 1994
Bachelor of Science (B.S.), Political Science and American History
Michael Terach's IXIS Asset Management Experience December 2005 - February 2007
Job DB Analyst at Mercer
Industry Financial Services
Experience
Mercer October 2013 - Present
Hasbro November 2012 - October 2013
IXIS Asset Management December 2005 - February 2007
Natixis Gobal Asset Management 2005 - 2007
AXA Financial April 2004 - December 2005
CitiStreet April 2001 - April 2004
Pioneer Investments 1999 - 2002
Pioneer Investments June 2000 - April 2001
Skills
Investments, Retirement Planning, Asset Management, Retirement, 401k, Estate Planning, Financial Advisory, IRAs, Strategic Planning, New Business Development, Microsoft Excel, Pensions, Asset Allocation, Mutual Funds, Trading
Education
Hobart and William Smith Colleges 1995 — 2000
BS, History
Saddle River Day School 1988 — 1995
Liberal Arts and Sciences/Liberal Studies
Mercer October 2013 - Present
Hasbro November 2012 - October 2013
IXIS Asset Management December 2005 - February 2007
Natixis Gobal Asset Management 2005 - 2007
AXA Financial April 2004 - December 2005
CitiStreet April 2001 - April 2004
Pioneer Investments 1999 - 2002
Pioneer Investments June 2000 - April 2001
Skills
Investments, Retirement Planning, Asset Management, Retirement, 401k, Estate Planning, Financial Advisory, IRAs, Strategic Planning, New Business Development, Microsoft Excel, Pensions, Asset Allocation, Mutual Funds, Trading
Education
Hobart and William Smith Colleges 1995 — 2000
BS, History
Saddle River Day School 1988 — 1995
Liberal Arts and Sciences/Liberal Studies
Scott Weisel, CFA's IXIS Asset Management Experience March 2006 - December 2007
Job Vice President, Sr Product Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2008 - Present
IXIS Asset Management March 2006 - December 2007
Sun Life Financial April 2004 - March 2006
Sun Life Financial November 2002 - April 2004
Education
Drew University 1998 — 2002
Eaton Vance January 2008 - Present
IXIS Asset Management March 2006 - December 2007
Sun Life Financial April 2004 - March 2006
Sun Life Financial November 2002 - April 2004
Education
Drew University 1998 — 2002
Kristen Bauer's IXIS Asset Management Experience June 2005 - August 2005
Job Director, Web & Mobile Projects at Forrester Research
Industry Information Technology and Services
Experience
Forrester Research February 2015 - Present
Forrester Research April 2013 - Present
Forrester Research July 2010 - January 2013
Liberty Mutual Insurance May 2009 - July 2010
Intel Corporation July 2006 - May 2009
IXIS Asset Management June 2005 - August 2005
The New England Center for Children June 2004 - August 2004
Skills
Business Analysis, Requirements Analysis, Business Requirements, Requirements Gathering, Data Analysis, Program Management, Visio, Process Improvement, SDLC, Testing, Software Development, Agile Methodologies, Analysis, Business Intelligence, SharePoint, Software Project...
Education
The George Washington University - School of Business 2012 — 2014
Master's Degree, Master's Certificate in Project Management
The George Washington University - School of Business 2007 — 2008
Master's Certificate in Business Analysis, Information Technology
Saint Bonaventure University 2002 — 2006
Business Management Major
Forrester Research February 2015 - Present
Forrester Research April 2013 - Present
Forrester Research July 2010 - January 2013
Liberty Mutual Insurance May 2009 - July 2010
Intel Corporation July 2006 - May 2009
IXIS Asset Management June 2005 - August 2005
The New England Center for Children June 2004 - August 2004
Skills
Business Analysis, Requirements Analysis, Business Requirements, Requirements Gathering, Data Analysis, Program Management, Visio, Process Improvement, SDLC, Testing, Software Development, Agile Methodologies, Analysis, Business Intelligence, SharePoint, Software Project...
Education
The George Washington University - School of Business 2012 — 2014
Master's Degree, Master's Certificate in Project Management
The George Washington University - School of Business 2007 — 2008
Master's Certificate in Business Analysis, Information Technology
Saint Bonaventure University 2002 — 2006
Business Management Major
Joseph Midolo's IXIS Asset Management Experience January 2005 - August 2005
Job AVP, Business Support Team Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Bank of America October 2011 - June 2013
BNY Mellon August 2010 - October 2011
The Bank of New York Mellon May 2008 - June 2011
Wellington Management January 2007 - May 2008
John Hancock January 2006 - August 2006
IXIS Asset Management January 2005 - August 2005
Skills
Corporate Actions, Bloomberg, Fixed Income, Equities, Securities, Mutual Funds, Asset Allocation, Asset Managment, Investments, Financial Analysis, Portfolio Management, Hedge Funds, Derivatives, Mortgage Servicing, AS400 system, Equator, SharePoint Designer, Microsoft Excel, Reporting & Analysis, Ad Hoc Reporting, Financial Services, Banking, Business Analysis, Process Improvement, Risk Management, Management, Relationship Management, Analysis
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Finance, Marketing
Bank of America June 2013 - Present
Bank of America October 2011 - June 2013
BNY Mellon August 2010 - October 2011
The Bank of New York Mellon May 2008 - June 2011
Wellington Management January 2007 - May 2008
John Hancock January 2006 - August 2006
IXIS Asset Management January 2005 - August 2005
Skills
Corporate Actions, Bloomberg, Fixed Income, Equities, Securities, Mutual Funds, Asset Allocation, Asset Managment, Investments, Financial Analysis, Portfolio Management, Hedge Funds, Derivatives, Mortgage Servicing, AS400 system, Equator, SharePoint Designer, Microsoft Excel, Reporting & Analysis, Ad Hoc Reporting, Financial Services, Banking, Business Analysis, Process Improvement, Risk Management, Management, Relationship Management, Analysis
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Finance, Marketing
Venkata D Moturu's IXIS Asset Management Experience 2000 - 2005
Job Lead in Information Technology
Industry Information Technology and Services
Experience
Home Depot June 2005 - Present
IXIS Asset Management 2000 - 2005
Miracle Software Systems 1997 - November 2000
VISAKHAPATNAM STEEL PLANT December 1990 - November 1997
Skills
Solution Architecture, IT Strategy, Requirements Analysis, Integration, Software Project..., Software Development, Business Intelligence, PMP, Agile Methodologies, Enterprise Software, Business Analysis, SDLC, CRM, SOA, Quality Assurance, Siebel, SAP ERP, Management, Software Documentation, ITIL, EAI, IT Service Management, Consulting, Business Process, Cloud Computing, Data Warehousing, SAP R/3, Requirements Gathering, SAP Netweaver, Data Integration, Enterprise Applications..., IT Solutions, Business Process..., Big Data Solutions, ITSM, Responsive Web Design, RESTful WebServices, SOAP, ETL, Siebel CRM, SAP CRM, SAP BW, IBM BPM, IT Architecture, Java & J2EE, Project Management, DevOps, Product Development
Education
Indian Institute of Technology, Bombay 1989 — 1991
MTech, Metallurgical Engineering
Andhra University 1984 — 1988
Bachelor of Engineering (Metallurgy)
Home Depot June 2005 - Present
IXIS Asset Management 2000 - 2005
Miracle Software Systems 1997 - November 2000
VISAKHAPATNAM STEEL PLANT December 1990 - November 1997
Skills
Solution Architecture, IT Strategy, Requirements Analysis, Integration, Software Project..., Software Development, Business Intelligence, PMP, Agile Methodologies, Enterprise Software, Business Analysis, SDLC, CRM, SOA, Quality Assurance, Siebel, SAP ERP, Management, Software Documentation, ITIL, EAI, IT Service Management, Consulting, Business Process, Cloud Computing, Data Warehousing, SAP R/3, Requirements Gathering, SAP Netweaver, Data Integration, Enterprise Applications..., IT Solutions, Business Process..., Big Data Solutions, ITSM, Responsive Web Design, RESTful WebServices, SOAP, ETL, Siebel CRM, SAP CRM, SAP BW, IBM BPM, IT Architecture, Java & J2EE, Project Management, DevOps, Product Development
Education
Indian Institute of Technology, Bombay 1989 — 1991
MTech, Metallurgical Engineering
Andhra University 1984 — 1988
Bachelor of Engineering (Metallurgy)
Justin Sucharski's IXIS Asset Management Experience September 2003 - September 2006
Job Senior Software Engineer at ZoomSystems
Industry Computer Software
Experience
ZoomSystems July 2010 - Present
Nokia December 2006 - April 2009
Nokia Software & Services 2006 - 2009
IXIS Asset Management September 2003 - September 2006
Active Investment Advisors 2003 - 2006
Education
University of San Francisco 1996 — 1999
BS, Computer Science
ZoomSystems July 2010 - Present
Nokia December 2006 - April 2009
Nokia Software & Services 2006 - 2009
IXIS Asset Management September 2003 - September 2006
Active Investment Advisors 2003 - 2006
Education
University of San Francisco 1996 — 1999
BS, Computer Science
Karine Amiot-Richard's IXIS Asset Management Experience 2003 - 2009
Job Fixed Income Portfolio Manager NATIXIS Asset Management
Industry Banking
Experience
NATIXIS Asset Management 2009 - Present
IXIS Asset Management 2003 - 2009
CDC IXIS Asset Management 2000 - 2002
BFCM (Groupe Crédit Mutuel - CIC) 1999 - 2000
Education
Université Paris Dauphine 1997 — 1998
French Bachelor degree, Economy and Statistics
IEP Strasbourg
French Master Degree in Corporate Finance and Markets
NATIXIS Asset Management 2009 - Present
IXIS Asset Management 2003 - 2009
CDC IXIS Asset Management 2000 - 2002
BFCM (Groupe Crédit Mutuel - CIC) 1999 - 2000
Education
Université Paris Dauphine 1997 — 1998
French Bachelor degree, Economy and Statistics
IEP Strasbourg
French Master Degree in Corporate Finance and Markets
Samba Njie's IXIS Asset Management Experience September 2000 - March 2006
Job Director of Client Services at 1st Global Research and Consulting
Industry Financial Services
Experience
1st Global April 2014 - Present
1st Global November 2007 - April 2014
Highline Data March 2006 - May 2007
IXIS Asset Management September 2000 - March 2006
Royal Sonsesta 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Leadership, Financial Analysis, Project Management
Education
Harvard University 1999 — 2001
Graduate Certificate in Management & Administration, Business/Commerce, General
Framingham State College 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University College of Cape Breton 1990 — 1995
Bachelor of Business Administration (BBA), Business/Commerce, General
SAHS
1st Global April 2014 - Present
1st Global November 2007 - April 2014
Highline Data March 2006 - May 2007
IXIS Asset Management September 2000 - March 2006
Royal Sonsesta 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Leadership, Financial Analysis, Project Management
Education
Harvard University 1999 — 2001
Graduate Certificate in Management & Administration, Business/Commerce, General
Framingham State College 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University College of Cape Breton 1990 — 1995
Bachelor of Business Administration (BBA), Business/Commerce, General
SAHS