Keystone Investments
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Keystone Investments Employees
Employee
Years
Job
Industry
Suzanne Matta Suzanne Matta's Keystone Investments Experience March 1990 - 1996
Job Financial services consultant
Industry Information Technology and Services
Experience
IMP Consults December 2013 - Present
Wellington Management Company April 2013 - November 2013
Charles River Development February 2006 - April 2013
American Express 2005 - 2006
Evergreen Investments 2000 - 2005
Pioneer Investments 1996 - 2000
Keystone Investments March 1990 - 1996
Skills
Mutual Funds, Derivatives, Equities, Bloomberg, Asset Managment, Investment Management, Investments, Financial Markets, Financial Services, Options, Financial Risk, Trading, Portfolio Management, Risk Management, Wealth Management, Series 7, AML, Capital Markets, UCITS, Back Office
Education
Boston College 1984 — 1988
BA, Business Finance
IMP Consults December 2013 - Present
Wellington Management Company April 2013 - November 2013
Charles River Development February 2006 - April 2013
American Express 2005 - 2006
Evergreen Investments 2000 - 2005
Pioneer Investments 1996 - 2000
Keystone Investments March 1990 - 1996
Skills
Mutual Funds, Derivatives, Equities, Bloomberg, Asset Managment, Investment Management, Investments, Financial Markets, Financial Services, Options, Financial Risk, Trading, Portfolio Management, Risk Management, Wealth Management, Series 7, AML, Capital Markets, UCITS, Back Office
Education
Boston College 1984 — 1988
BA, Business Finance
Tara Viscuso Tara Viscuso's Keystone Investments Experience January 1995 - March 1996
Job Corporate Trainer and HR Generalist
Industry Human Resources
Experience
Kingsmill Resort & Spa and Kingsmill on the James, Anheuser-Busch Companies January 1999 - March 2001
NTN Communications April 1996 - December 1998
Keystone Investments January 1995 - March 1996
Skills
Human Resources, HRIS, Training, Benefits Administration, Performance Management, Employee Benefits, Personnel Management, Leadership Development, Customer Service, Leadership, Strategic Planning, Microsoft Office, Event Planning, Change Management, Social Media, Nonprofits, Public Speaking, Organizational..., Recruiting, Payroll
Education
The Catholic University of America 1990 — 1994
B.A., Psychology
Troy State University 1998 — 2000
M.S., Human Resources Management
Saint Thomas Aquinas HS 1986 — 1990
Kingsmill Resort & Spa and Kingsmill on the James, Anheuser-Busch Companies January 1999 - March 2001
NTN Communications April 1996 - December 1998
Keystone Investments January 1995 - March 1996
Skills
Human Resources, HRIS, Training, Benefits Administration, Performance Management, Employee Benefits, Personnel Management, Leadership Development, Customer Service, Leadership, Strategic Planning, Microsoft Office, Event Planning, Change Management, Social Media, Nonprofits, Public Speaking, Organizational..., Recruiting, Payroll
Education
The Catholic University of America 1990 — 1994
B.A., Psychology
Troy State University 1998 — 2000
M.S., Human Resources Management
Saint Thomas Aquinas HS 1986 — 1990
N. Lawrence (Larry) Welch N. Lawrence (Larry) Welch's Keystone Investments Experience April 1995 - July 1996
Job Founding Member at MobilEyze
Industry Computer Software
Experience
MobilEyze January 2012 - Present
E-Markets July 2011 - Present
Foundation Technologies, LLC October 2008 - Present
Foundation Technologies, LLC September 2008 - Present
MotoTron October 2003 - September 2008
Accelerate Technology, INC June 2001 - September 2003
NLW Consulting Services September 1999 - June 2001
CyberCrop September 2000 - April 2001
The Integrated Solutions Group July 1996 - September 1999
Keystone Investments April 1995 - July 1996
Skills
C#, .NET, .NET Compact Framework, Office Object Models, WPF (Windows..., C, C++, XML, XSL, SQL, MySQL, Oracle, HTML, Java Script, ASP, Silverlight, CRM 2011, MVVM Design Pattern, XAML, WCF, WPF, XML, MySQL, JavaScript, C, HTML, ASP, XSL, ASP.NET, Visual Studio, SQL Server, Web Services, LINQ, C++, WinForms, Software Design, IIS, MVVM
Education
Colgate University 1983 — 1984
Computer Science, Computer Science
FastTrack
Milford Academy
MobilEyze January 2012 - Present
E-Markets July 2011 - Present
Foundation Technologies, LLC October 2008 - Present
Foundation Technologies, LLC September 2008 - Present
MotoTron October 2003 - September 2008
Accelerate Technology, INC June 2001 - September 2003
NLW Consulting Services September 1999 - June 2001
CyberCrop September 2000 - April 2001
The Integrated Solutions Group July 1996 - September 1999
Keystone Investments April 1995 - July 1996
Skills
C#, .NET, .NET Compact Framework, Office Object Models, WPF (Windows..., C, C++, XML, XSL, SQL, MySQL, Oracle, HTML, Java Script, ASP, Silverlight, CRM 2011, MVVM Design Pattern, XAML, WCF, WPF, XML, MySQL, JavaScript, C, HTML, ASP, XSL, ASP.NET, Visual Studio, SQL Server, Web Services, LINQ, C++, WinForms, Software Design, IIS, MVVM
Education
Colgate University 1983 — 1984
Computer Science, Computer Science
FastTrack
Milford Academy
Mark Baizen's Keystone Investments Experience 1993 - 1995
Job Account Manager at Forrester Research
Industry Research
Experience
Forrester Research May 2014 - Present
RecruitingDash January 2013 - May 2014
Elevate Communications December 2010 - January 2013
RocknRollK9 September 2007 - December 2011
Unitel May 2009 - November 2009
Swaptree.com March 2009 - May 2009
Cargo Unlimited December 2000 - August 2007
Sidebar Software January 1999 - December 2000
Colonial Investments 1995 - 1996
Keystone Investments 1993 - 1995
Skills
Google Analytics, Mail Chimp, Survey Monkey, Twitter, Facebook, LinkedIn, Google +, Radian 6, YouTube, Constant Contact, Campaign Monitor, GoToWebinar, Wordpress, PitchEngine, Public Relations, Business Development, Account Management, Client Development, Social Media, Social Media Marketing, Entrepreneurship, Strategic Content..., Lead Generation, Webinar Development, Blog Development, Business Networking, Business Strategy, Talent Acquisition, Reporting & Analysis, Taleo, Applicant Tracking..., Press Releases, Start-ups, B2B, Media Relations
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Technology & Entreprenuership
Rollins College 1988 — 1992
BA, Political Science, Business
Marblehead High 1984 — 1988
Forrester Research May 2014 - Present
RecruitingDash January 2013 - May 2014
Elevate Communications December 2010 - January 2013
RocknRollK9 September 2007 - December 2011
Unitel May 2009 - November 2009
Swaptree.com March 2009 - May 2009
Cargo Unlimited December 2000 - August 2007
Sidebar Software January 1999 - December 2000
Colonial Investments 1995 - 1996
Keystone Investments 1993 - 1995
Skills
Google Analytics, Mail Chimp, Survey Monkey, Twitter, Facebook, LinkedIn, Google +, Radian 6, YouTube, Constant Contact, Campaign Monitor, GoToWebinar, Wordpress, PitchEngine, Public Relations, Business Development, Account Management, Client Development, Social Media, Social Media Marketing, Entrepreneurship, Strategic Content..., Lead Generation, Webinar Development, Blog Development, Business Networking, Business Strategy, Talent Acquisition, Reporting & Analysis, Taleo, Applicant Tracking..., Press Releases, Start-ups, B2B, Media Relations
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Technology & Entreprenuership
Rollins College 1988 — 1992
BA, Political Science, Business
Marblehead High 1984 — 1988
Luisa Cestari's Keystone Investments Experience January 1991 - January 1996
Job Real Estate Agent/Manager at Bean Group
Industry Real Estate
Experience
Bean Group March 2012 - Present
Wiliam Raveis Real Estate Brokerage April 2009 - March 2012
Hammond Residential April 2006 - April 2009
Rutledge Properties January 2003 - April 2006
Keystone Investments January 1991 - January 1996
The Boston Company 1989 - 1991
Skills
Relocation, Construction, Property, Sales, Buyers, Real Estate, Single Family Homes, Investment Properties, Sellers, Marketing, Condos, Investments, First Time Home Buyers, Buyer Representation, Short Sales, Selling, Residential Homes, Foreclosures, Investors, Real Estate Transactions
Education
Ohio Wesleyan University 1983 — 1987
BA, Marketing Management
Bean Group March 2012 - Present
Wiliam Raveis Real Estate Brokerage April 2009 - March 2012
Hammond Residential April 2006 - April 2009
Rutledge Properties January 2003 - April 2006
Keystone Investments January 1991 - January 1996
The Boston Company 1989 - 1991
Skills
Relocation, Construction, Property, Sales, Buyers, Real Estate, Single Family Homes, Investment Properties, Sellers, Marketing, Condos, Investments, First Time Home Buyers, Buyer Representation, Short Sales, Selling, Residential Homes, Foreclosures, Investors, Real Estate Transactions
Education
Ohio Wesleyan University 1983 — 1987
BA, Marketing Management
Suzanne Hiniker's Keystone Investments Experience 1986 - 1988
Job CEO/Partner
Industry Information Technology and Services
Experience
Concord Information Systems, LLC 1994 - Present
ENSR 1988 - 1991
Keystone Investments 1986 - 1988
Skills
New Business Development, Strategic Partnerships, Marketing Strategy, Strategic Planning, Negotiation, Telecommunications, Business Development, Mergers & Acquisitions
Education
Simmons College 1982 — 1986
B.A., Finance
Concord Information Systems, LLC 1994 - Present
ENSR 1988 - 1991
Keystone Investments 1986 - 1988
Skills
New Business Development, Strategic Partnerships, Marketing Strategy, Strategic Planning, Negotiation, Telecommunications, Business Development, Mergers & Acquisitions
Education
Simmons College 1982 — 1986
B.A., Finance
John Rogol's Keystone Investments Experience 1981 - 1998
Job Director, CFO Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
TIAA-CREF February 2008 - July 2015
Fidelity Investments 1998 - 2007
Keystone Investments 1981 - 1998
Education
Babson College 1973 — 1977
BS, Accounting
Wooster School 1969 — 1973
TIAA-CREF August 2015 - Present
TIAA-CREF February 2008 - July 2015
Fidelity Investments 1998 - 2007
Keystone Investments 1981 - 1998
Education
Babson College 1973 — 1977
BS, Accounting
Wooster School 1969 — 1973
Barbara Chiuve Barbara Chiuve's Keystone Investments Experience June 1996 - February 1998
Job Office Administrator at Pepper Hamilton LLP
Industry Law Practice
Experience
Pepper Hamilton LLP March 2010 - Present
Wolf, Greenfield & Sacks, P.C. October 2006 - March 2010
Eckert Seamans April 2004 - October 2006
Carlin, Charron & Rosen, LLP April 2002 - January 2003
Arthur Andersen February 1998 - April 2002
Keystone Investments June 1996 - February 1998
Shawmut Bank January 1989 - January 1996
Skills
Human Resources, Employment Law, Employee Relations, Employee Benefits, Recruiting, Mergers & Acquisitions, Litigation, Budgets, Intellectual Property, Trademarks, Contract Negotiation, Litigation Support
Education
Cambridge College 2003 — 2005
MM, Masters in Management.
Malden High School 1976 — 1980
Bentley College
Paralegal Certificate Program
Suffolk University
Pepper Hamilton LLP March 2010 - Present
Wolf, Greenfield & Sacks, P.C. October 2006 - March 2010
Eckert Seamans April 2004 - October 2006
Carlin, Charron & Rosen, LLP April 2002 - January 2003
Arthur Andersen February 1998 - April 2002
Keystone Investments June 1996 - February 1998
Shawmut Bank January 1989 - January 1996
Skills
Human Resources, Employment Law, Employee Relations, Employee Benefits, Recruiting, Mergers & Acquisitions, Litigation, Budgets, Intellectual Property, Trademarks, Contract Negotiation, Litigation Support
Education
Cambridge College 2003 — 2005
MM, Masters in Management.
Malden High School 1976 — 1980
Bentley College
Paralegal Certificate Program
Suffolk University
Robert Mulligan Robert Mulligan's Keystone Investments Experience 1996 - 1997
Job President at Distribution Revolution
Industry Financial Services
Experience
Distribution Revolution March 2015 - Present
Mirae Asset Global Investments (USA) LLC September 2010 - February 2015
Mirae Asset Global Investments (USA) LLC September 2010 - August 2012
GE February 2008 - September 2010
Transamerica Capital Inc. 2001 - 2008
GE Financial 1997 - 2001
Keystone Investments 1996 - 1997
Oppenheimer Capital 1993 - 1995
Colonial Funds 1987 - 1993
Skills
Mutual Funds, Investments, Fixed Income, Asset Management, Sales, Strategy, Finance, Team Management, Fixed Annuities, Asset Allocation, Sales Operations, Series 63, Hedge Funds, Leadership, Investment Strategies, Private Equity, Marketing, Series 7, Portfolio Management, Equities, Alternative Investments, Investment Management, Securities, Separately Managed...
Education
The Aji Network 1996 — 2004
BPC
University of Rhode Island 1982 — 1987
BA, Economics
Distribution Revolution March 2015 - Present
Mirae Asset Global Investments (USA) LLC September 2010 - February 2015
Mirae Asset Global Investments (USA) LLC September 2010 - August 2012
GE February 2008 - September 2010
Transamerica Capital Inc. 2001 - 2008
GE Financial 1997 - 2001
Keystone Investments 1996 - 1997
Oppenheimer Capital 1993 - 1995
Colonial Funds 1987 - 1993
Skills
Mutual Funds, Investments, Fixed Income, Asset Management, Sales, Strategy, Finance, Team Management, Fixed Annuities, Asset Allocation, Sales Operations, Series 63, Hedge Funds, Leadership, Investment Strategies, Private Equity, Marketing, Series 7, Portfolio Management, Equities, Alternative Investments, Investment Management, Securities, Separately Managed...
Education
The Aji Network 1996 — 2004
BPC
University of Rhode Island 1982 — 1987
BA, Economics
Beth Lippold's Keystone Investments Experience 1992 - 1997
Job School Counselor at Windham Middle School
Industry Education Management
Experience
Windham Middle School August 2013 - Present
Rivier College August 2008 - May 2010
Keystone Advisers 1992 - 1997
Keystone Investments 1992 - 1997
Skills
Human Resources, Personnel Management, Staff Development, Program Development, Public Speaking, Career Development, Community Outreach, Nonprofits, Adolescents
Education
State University of New York College at Oneonta 1983 — 1987
Bachelor of Science (BS), Consumer Economics
North Babylon Senior High School 1980 — 1983
Windham Middle School August 2013 - Present
Rivier College August 2008 - May 2010
Keystone Advisers 1992 - 1997
Keystone Investments 1992 - 1997
Skills
Human Resources, Personnel Management, Staff Development, Program Development, Public Speaking, Career Development, Community Outreach, Nonprofits, Adolescents
Education
State University of New York College at Oneonta 1983 — 1987
Bachelor of Science (BS), Consumer Economics
North Babylon Senior High School 1980 — 1983
Doug Lankow's Keystone Investments Experience 1995 - 1997
Job Senior Investment Product Specialist at ING US
Industry Financial Services
Experience
Voya Financial July 2006 - Present
Loomis Sayles March 2002 - July 2006
Putnam Investments March 2001 - March 2002
Brown Brothers Harriman 1997 - 2000
Keystone Investments 1995 - 1997
Skills
Series 7, Series 63, Series 6, ING Financial Advisers,..., Mutual Funds, Investments, Securities, Asset Allocation, Equities, Alternative Investments, Financial Services, Portfolio Management, Asset Management, Fixed Income, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Finance
Susquehanna University 1987 — 1991
BA, English
New Canaan High School, New Canaan, CT 1983 — 1987
Voya Financial July 2006 - Present
Loomis Sayles March 2002 - July 2006
Putnam Investments March 2001 - March 2002
Brown Brothers Harriman 1997 - 2000
Keystone Investments 1995 - 1997
Skills
Series 7, Series 63, Series 6, ING Financial Advisers,..., Mutual Funds, Investments, Securities, Asset Allocation, Equities, Alternative Investments, Financial Services, Portfolio Management, Asset Management, Fixed Income, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Finance
Susquehanna University 1987 — 1991
BA, English
New Canaan High School, New Canaan, CT 1983 — 1987
Kathleen Simard, MBA's Keystone Investments Experience 1987 - 1997
Job Sr. Project Manager Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2011 - December 2012
Fidelity Investments October 2007 - March 2010
Fidelity Investments June 2006 - October 2007
Fidelity Investments October 1999 - June 2006
Fidelity Investments June 1998 - September 1999
Fidelity Investments April 1997 - May 1998
Keystone Investments 1987 - 1997
Skills
SQL, Project Management, Agile Methodologies, Product Management, Software Documentation, Requirements Analysis, Requirements Gathering, Cross-functional Team..., Process Improvement, SaaS, Integration, Management, Software Project..., Testing, Databases, SDLC
Education
Nichols College
MBA, Business
Clark University 1997 — 1997
MCSE
Boston College
BS, Accounting
Fidelity Investments April 2011 - December 2012
Fidelity Investments October 2007 - March 2010
Fidelity Investments June 2006 - October 2007
Fidelity Investments October 1999 - June 2006
Fidelity Investments June 1998 - September 1999
Fidelity Investments April 1997 - May 1998
Keystone Investments 1987 - 1997
Skills
SQL, Project Management, Agile Methodologies, Product Management, Software Documentation, Requirements Analysis, Requirements Gathering, Cross-functional Team..., Process Improvement, SaaS, Integration, Management, Software Project..., Testing, Databases, SDLC
Education
Nichols College
MBA, Business
Clark University 1997 — 1997
MCSE
Boston College
BS, Accounting
Claudine Ponzini Asrat's Keystone Investments Experience 1995 - 1996
Job Supervisory Analyst/ Editor
Industry Financial Services
Experience
Prudential Equity Group January 2001 - August 2007
Montgomery Asset Management 2000 - 2001
Banc of America Securities March 1997 - August 2000
Keystone Investments 1995 - 1996
Thomson Financial Services 1991 - 1995
Skills
Fixed Income, Equities, Equity Research, Capital Markets, Bloomberg
Education
Providence College 1987 — 1991
BA, Mathematics
Beverly High School 1984 — 1987
Prudential Equity Group January 2001 - August 2007
Montgomery Asset Management 2000 - 2001
Banc of America Securities March 1997 - August 2000
Keystone Investments 1995 - 1996
Thomson Financial Services 1991 - 1995
Skills
Fixed Income, Equities, Equity Research, Capital Markets, Bloomberg
Education
Providence College 1987 — 1991
BA, Mathematics
Beverly High School 1984 — 1987
Tom Lester's Keystone Investments Experience 1991 - 1997
Job Regional Director at Hines Securities, Inc.
Industry Real Estate
Experience
Hines Securities, Inc. October 2004 - Present
Enterprise Capital Management March 1997 - 2004
Keystone Investments 1991 - 1997
Education
providence college 1986 — 1990
Hines Securities, Inc. October 2004 - Present
Enterprise Capital Management March 1997 - 2004
Keystone Investments 1991 - 1997
Education
providence college 1986 — 1990
Steven Chittenden, CFA's Keystone Investments Experience 1988 - 1997
Job VP, Director of Investment Ops at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles April 2001 - Present
Suffolk University 1985 - Present
Evergreen Investments January 1997 - April 2001
Keystone Investments 1988 - 1997
Evergreen Investments 1988 - 1994
Skills
Investments, Management, Fixed Income, Asset Management, Bloomberg, Equities, Mutual Funds, Securities, Hedge Funds, Portfolio Management, Derivatives, Investment Management, Program Management, Asset Managment, Capital Markets, Alternative Investments, Asset Allocation, Series 7, Valuation, Financial Services, Financial Modeling, Financial Analysis, Private Equity, Investment Strategies, Bloomberg Terminal, Bonds, Series 63, Investment Advisory, Options, Financial Markets, Emerging Markets, Wealth Management, Risk Management, Trading Systems, Investment Banking, Fund Accounting, Relationship Management
Education
Suffolk University - Sawyer School of Management 1985 — 1995
MS, Finance
Suffolk University - Sawyer School of Management 1985 — 1995
BS, Business Administration
Loomis Sayles April 2001 - Present
Suffolk University 1985 - Present
Evergreen Investments January 1997 - April 2001
Keystone Investments 1988 - 1997
Evergreen Investments 1988 - 1994
Skills
Investments, Management, Fixed Income, Asset Management, Bloomberg, Equities, Mutual Funds, Securities, Hedge Funds, Portfolio Management, Derivatives, Investment Management, Program Management, Asset Managment, Capital Markets, Alternative Investments, Asset Allocation, Series 7, Valuation, Financial Services, Financial Modeling, Financial Analysis, Private Equity, Investment Strategies, Bloomberg Terminal, Bonds, Series 63, Investment Advisory, Options, Financial Markets, Emerging Markets, Wealth Management, Risk Management, Trading Systems, Investment Banking, Fund Accounting, Relationship Management
Education
Suffolk University - Sawyer School of Management 1985 — 1995
MS, Finance
Suffolk University - Sawyer School of Management 1985 — 1995
BS, Business Administration
David McClintock's Keystone Investments Experience 1992 - 1996
Job Development Manager at Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems October 1996 - Present
Keystone Investments 1992 - 1996
Keystone Investments 1989 - 1992
Skills
Corporate Actions, Financial Services, Equities, Back Office, Reference Data, Fixed Income, Middle Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1996
MBA, Finance
Suffolk University - Sawyer School of Management 1985 — 1989
Bachelor of Science, Marketing
Don Bosco Technical High School 1981 — 1985
Commercial Art
Eagle Investment Systems October 1996 - Present
Keystone Investments 1992 - 1996
Keystone Investments 1989 - 1992
Skills
Corporate Actions, Financial Services, Equities, Back Office, Reference Data, Fixed Income, Middle Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1996
MBA, Finance
Suffolk University - Sawyer School of Management 1985 — 1989
Bachelor of Science, Marketing
Don Bosco Technical High School 1981 — 1985
Commercial Art
Dan Kessinger's Keystone Investments Experience 1993 - 1994
Job Account Manager at Cisco WebEx
Industry Computer Software
Experience
Cisco WebEx February 2010 - Present
Brainshark January 2006 - 2009
Telerate/Reuters 2002 - 2005
EXODUS Communication & Technologies Ltd. 2001 - 2002
Reuters 1995 - 2000
Keystone Investments 1993 - 1994
Skills
Solution Selling, SaaS, Salesforce.com, Enterprise Software, Sales Process
Education
Bentley University 1989 — 1993
BS, Finance
Cisco WebEx February 2010 - Present
Brainshark January 2006 - 2009
Telerate/Reuters 2002 - 2005
EXODUS Communication & Technologies Ltd. 2001 - 2002
Reuters 1995 - 2000
Keystone Investments 1993 - 1994
Skills
Solution Selling, SaaS, Salesforce.com, Enterprise Software, Sales Process
Education
Bentley University 1989 — 1993
BS, Finance
Doug Wertz's Keystone Investments Experience 1996 - 1996
Job VicePresident at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2006 - 2011
New York Life Investment Management 2003 - 2006
Fidelity Investments 1999 - 2003
Evergreen Investments 1996 - 1999
Keystone Investments 1996 - 1996
South Lyon Community Schools 1994 - 1996
Education
Eastern Michigan University 1990 — 1994
BA, History/Political Science
Deutsche Bank 2006 - 2011
New York Life Investment Management 2003 - 2006
Fidelity Investments 1999 - 2003
Evergreen Investments 1996 - 1999
Keystone Investments 1996 - 1996
South Lyon Community Schools 1994 - 1996
Education
Eastern Michigan University 1990 — 1994
BA, History/Political Science
Joanne Ryan Conroy's Keystone Investments Experience September 1995 - March 1997
Job Director, Creative at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments December 2011 - Present
John Hancock Annuities October 2005 - December 2011
Columbia Management 2000 - 2004
Liberty Financial Companies March 1997 - August 2000
Keystone Investments September 1995 - March 1997
Skills
Integrated Marketing, Project Management, Graphic Design, Direct Marketing, Marketing Communications, Email Marketing, Marketing, Financial Services, Direct Mail, Creative Direction, Corporate Branding, Graphics, Advertising
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Fine/Studio Arts
John Hancock Investments December 2011 - Present
John Hancock Annuities October 2005 - December 2011
Columbia Management 2000 - 2004
Liberty Financial Companies March 1997 - August 2000
Keystone Investments September 1995 - March 1997
Skills
Integrated Marketing, Project Management, Graphic Design, Direct Marketing, Marketing Communications, Email Marketing, Marketing, Financial Services, Direct Mail, Creative Direction, Corporate Branding, Graphics, Advertising
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Fine/Studio Arts
Carl Licence's Keystone Investments Experience 1990 - 1995
Job Business System Analyst at Harvard University
Industry Higher Education
Experience
Harvard University May 2015 - Present
Xerox July 2012 - May 2015
ACS, a Xerox Company September 2005 - March 2011
HP Enterprise Services 2006 - 2009
TOWERS PERRIN January 1997 - January 2006
Evergreen Investments January 1988 - January 1997
Keystone Investments 1990 - 1995
Skills
Project Management, Consulting, CRM, Customer Service, Programming, Staff Management, Managerial Finance, Technology Integration, CO-PA, Process Improvement, Business Analysis, Vendor Management, ITIL, Change Management, Program Management, SQL, Benefits Administration, Oracle, HTML, Management Consulting, Databases, Management
Education
School of the Museum of Fine Arts 2008 — 2014
Certificate Programs, Graphic Design, Illustration
Harvard University
Master’s Degree, Visual Arts
Eastern Connecticut State University
B.S., Business Administration
The University of Connecticut
Mathematics and Marketing
Harvard University May 2015 - Present
Xerox July 2012 - May 2015
ACS, a Xerox Company September 2005 - March 2011
HP Enterprise Services 2006 - 2009
TOWERS PERRIN January 1997 - January 2006
Evergreen Investments January 1988 - January 1997
Keystone Investments 1990 - 1995
Skills
Project Management, Consulting, CRM, Customer Service, Programming, Staff Management, Managerial Finance, Technology Integration, CO-PA, Process Improvement, Business Analysis, Vendor Management, ITIL, Change Management, Program Management, SQL, Benefits Administration, Oracle, HTML, Management Consulting, Databases, Management
Education
School of the Museum of Fine Arts 2008 — 2014
Certificate Programs, Graphic Design, Illustration
Harvard University
Master’s Degree, Visual Arts
Eastern Connecticut State University
B.S., Business Administration
The University of Connecticut
Mathematics and Marketing
Heather Randolph's Keystone Investments Experience June 1998 - November 1999
Job 3rd degree Black Belt Kokikai Aikido
Industry Sports
Experience
H&R Block December 2006 - Present
Boston Kokikai Aikido August 2006 - Present
self employed rental property owner April 2002 - Present
H&R Block Financial Advisors September 2001 - February 2003
Software Fellowship Trellix Corp. May 2000 - August 2000
Keystone Investments June 1998 - November 1999
Skills
Social Media Marketing, Email Marketing, Rental Management, Vacation Rental, Tax Returns, Operations Management, Account Management, PowerPoint, Microsoft Office, Tax Preparation, Outlook, Microsoft Excel, Leadership, Business Planning, Management, Small Business, Strategic Planning, Team Building, Tax, Coaching, Online Marketing, Tax Accounting, Real Estate, Customer Service, Access, Microsoft Word, Accounting, Budgets, Payroll, Nonprofits, Retail, Public Speaking, Event Planning, Sales, Training, Research, Teaching, Social Media, Project Management, Marketing Strategy
Education
Boston University 2001 — 2001
CLIENT SERVICES PROGRAMMER FOR THE INTERNET
Trinity College-Hartford
Bachelor of Applied Science (B.A.Sc.), Psychology
WILLISTON Northampton high school
High School, English Language and Literature, General
H&R Block December 2006 - Present
Boston Kokikai Aikido August 2006 - Present
self employed rental property owner April 2002 - Present
H&R Block Financial Advisors September 2001 - February 2003
Software Fellowship Trellix Corp. May 2000 - August 2000
Keystone Investments June 1998 - November 1999
Skills
Social Media Marketing, Email Marketing, Rental Management, Vacation Rental, Tax Returns, Operations Management, Account Management, PowerPoint, Microsoft Office, Tax Preparation, Outlook, Microsoft Excel, Leadership, Business Planning, Management, Small Business, Strategic Planning, Team Building, Tax, Coaching, Online Marketing, Tax Accounting, Real Estate, Customer Service, Access, Microsoft Word, Accounting, Budgets, Payroll, Nonprofits, Retail, Public Speaking, Event Planning, Sales, Training, Research, Teaching, Social Media, Project Management, Marketing Strategy
Education
Boston University 2001 — 2001
CLIENT SERVICES PROGRAMMER FOR THE INTERNET
Trinity College-Hartford
Bachelor of Applied Science (B.A.Sc.), Psychology
WILLISTON Northampton high school
High School, English Language and Literature, General
David A. Moore, CFA's Keystone Investments Experience February 1994 - February 1997
Job VP and Director of Municipal Research at American Century Investments
Industry Investment Management
Experience
American Century Investments March 1997 - Present
Keystone Investments February 1994 - February 1997
Liberty Mutual Insurance April 1991 - February 1994
Skills
Municipalities, Bloomberg, Fixed Income, Alternative Investments, Bonds, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA, Finance
University of New Hampshire 1982 — 1986
B.A., Communications
American Century Investments March 1997 - Present
Keystone Investments February 1994 - February 1997
Liberty Mutual Insurance April 1991 - February 1994
Skills
Municipalities, Bloomberg, Fixed Income, Alternative Investments, Bonds, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA, Finance
University of New Hampshire 1982 — 1986
B.A., Communications
Jeffrey Burk's Keystone Investments Experience October 1988 - July 1995
Job Senior Financial Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2010 - Present
JOHN HANCOCK FINANCIAL SERVICES COMPANY March 2003 - March 2010
STATE STREET CORPORATION March 1997 - December 2002
LIBERTY SECURITIES CORPORATION August 1995 - February 1997
KEYSTONE INVESTMENTS October 1988 - July 1995
STATE STREET CORPORATION October 1985 - September 1988
Education
Franklin & Marshall College
B.A, Accounting
Suffolk University
M.B.A
Sun Life Financial August 2010 - Present
JOHN HANCOCK FINANCIAL SERVICES COMPANY March 2003 - March 2010
STATE STREET CORPORATION March 1997 - December 2002
LIBERTY SECURITIES CORPORATION August 1995 - February 1997
KEYSTONE INVESTMENTS October 1988 - July 1995
STATE STREET CORPORATION October 1985 - September 1988
Education
Franklin & Marshall College
B.A, Accounting
Suffolk University
M.B.A
Kerry Luria's Keystone Investments Experience May 1995 - August 1996
Job Managing Director Advisor Service at Lexington Wealth Management
Industry Investment Management
Experience
Lexington Wealth Management September 2014 - Present
Peak Financial Management September 2009 - September 2014
Peak Financial Management April 2005 - September 2009
Peak Financial Management April 1999 - April 2005
Peak Financial Management August 1996 - April 1999
Keystone Investments May 1995 - August 1996
Boston University January 1989 - May 1995
Skills
Investment Management, Personal Financial...
Education
University of Massachusetts Boston 1991 — 1994
Bachelor of Science (BS), Management, Summa Cum Laude
Newbury College
Pastry Arts Certificate
Lexington Wealth Management September 2014 - Present
Peak Financial Management September 2009 - September 2014
Peak Financial Management April 2005 - September 2009
Peak Financial Management April 1999 - April 2005
Peak Financial Management August 1996 - April 1999
Keystone Investments May 1995 - August 1996
Boston University January 1989 - May 1995
Skills
Investment Management, Personal Financial...
Education
University of Massachusetts Boston 1991 — 1994
Bachelor of Science (BS), Management, Summa Cum Laude
Newbury College
Pastry Arts Certificate