Lewtan Technologies
Industry: Software company
DescriptionFounded: 1986 Parent organization: Moody's Analytics
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Lewtan Technologies Employees
Moody's Analytics October 2014 - Present
Lewtan Technologies July 1996 - September 2014
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA, Corporate Finance
University of Vermont 1984 — 1988
BA, Economics
Healthy, Happy, and Hip January 2013 - Present
Lewtan Technologies November 1986 - May 1998
Skills
Entrepreneurship, Marketing Strategy, Start-ups, Coaching, Social Media, Strategy, Negotiation, Business Development, Nutrition, Business Strategy, Management Consulting, Sales, Strategic Planning, Leadership Development, Entertainment, Fitness, Public Speaking, Graphic Design, Wellness Coaching, Healthcare, Wellness, Marketing, Business Planning, Sales Management, New Business Development, Training, Small Business, Holistic Health, Fundraising, Social Media Marketing, Social Networking, Strategic Partnerships, Online Marketing, Online Advertising, Lifestyle, Nonprofits, Email Marketing, Event Management, Stress Management, Personal Development, Lifestyle Coaching, Public Relations, Marketing Communications, Life Coaching, Wellbeing, Personal Training, Nutritional Counseling, Detoxification, Healing
Education
Institute for Integrative Nutrition 2012 — 2013
Health Coach, Holistic Health and Nutrition
New York University 1984 — 1985
Bachelor’s Degree
Brandeis University 1981 — 1984
Mainline Information Systems November 2012 - Present
Software by Design, Inc June 2007 - November 2012
Jefferies & Company June 2004 - June 2007
Morgan Stanley March 2004 - May 2004
The Bank of New York November 2002 - March 2004
Lewtan Technologies 1999 - 2003
The Bulfinch Group 1999 - 2000
Skills
Business Intelligence, IBM Cognos, Red Hat, JBoss, Microstrategy, Data Warehousing, Business Analysis, Dashboard, Business Analytics, ETL, Data Modeling, Analytics, OLAP, Performance Management, Financial Services, Cognos
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Computer Information Systems
Bentley University 1991 — 1995
Bachelors of Science, Finance
Mizuho Securities Co., Ltd. May 2015 - Present
Confluentia January 2014 - Present
RBS February 2014 - April 2015
PwC May 2011 - September 2013
Makosi August 2010 - April 2011
Barclays Capital August 2010 - April 2011
Fannie Mae March 2010 - July 2010
CIG & Black Box Logic LLC November 2009 - March 2010
Freddie Mac March 2009 - November 2009
Lewtan Technologies August 2008 - January 2009
Skills
ABS, Credit Derivatives, SQL, Fixed Income, Securitization, CDO, MBS, CMBS, HTML, Residential Mortgages, CDS, Interest Rate..., Structured Finance, Windows, MySQL, Access, Structured Products, SQL Server, PL/SQL, VBA, FX, High Yield, Derivatives, Money Market, Equities, Banking, User Acceptance Testing, SOX, Accounting, Bloomberg, Capital Markets, Financial Modeling, Asset Management, Swaps, Risk Management, Hedge Funds, Business Analysis, Investment Banking, Financial Markets, Portfolio Management, Back Office, Financial Analysis, Hedging, Bonds, SDLC, Securities, Risk, Emerging Markets, Asset Managment, FX Options
Education
University College Dublin 1990 — 1995
MEcon.Sc, Economics and Business
Terenure College 1979 — 1990
Center for European Economic and Public Affairs
Master of Science, Economics; International Economics and Law
Forrester Research January 2012 - Present
Forrester Research February 2010 - January 2012
SuccessFactors September 2008 - February 2010
Lewtan Technologies January 2007 - September 2008
Enterprise Bank & Trust August 2004 - January 2007
Skills
Market Research, Analytics, CRM, Business Strategy
Education
Bentley University 2000 — 2004
Bachelors of Science, Management
The Structured Finance Industry Group, Inc. June 2013 - October 2014
Lewtan 2012 - October 2014
Lewtan 2011 - 2012
Lewtan 2008 - 2011
Lewtan 2002 - 2008
RadView Software 2000 - 2001
Lewtan Technologies 1997 - 2000
Lewtan 1991 - 1997
Skills
Structured Finance, ABS, MBS, Product Management, Product Strategy, Product Marketing, Sales Management, New Business Development, Channel, Capital Markets, Marketing Strategy, Strategic Planning, Market Analysis, Competitive Analysis, Business Strategy, Market Research, Strategy Development, Marketing Management, P&L Management, Securitization, Channel Management, Strategic Partnerships, B2B, Residential Mortgages, Go-to-market Strategy, Product Launch, Pricing Strategy, Team Leadership, Segmentation, Strategy, Cross-functional Team..., Leadership, Business Development, Start-ups, Financial Modeling, Securities, Product Development, Valuation, Portfolio Management, Lead Generation, Financial Services, Analytics, Marketing, Management
Education
University of Pennsylvania - The Wharton School 1987 — 1991
BS, Economics, Marketing, Finance
ViziApps October 2012 - Present
Mapocosm December 2011 - Present
Dialogic November 2010 - December 2011
Iron Mountain Digital June 2007 - July 2010
NMS Communications 2004 - 2006
NMS Communications 2000 - 2003
Lewtan Technologies 1998 - 1999
Banyan Systems 1994 - 1997
SystemSoft 1993 - 1995
Intelligent Music 1988 - 1993
Education
University of New Hampshire 1995 — 1997
MBA, Executive MBA
Stony Brook University 1984 — 1987
MS, Electrical Engineering
State University of New York at Albany 1979 — 1983
BS, Physics, Computer Science
Newbury Consulting September 2011 - Present
BB Marketing Plus 1995 - Present
Valens Credit January 2014 - May 2015
Marblehead Community Charter Public School (MCCPS) November 2008 - November 2013
Medullan September 2012 - October 2013
Lewtan Technologies October 2001 - June 2011
Starpoint Solutions 2000 - 2001
Choosing Health 1999 - 2000
Thomson Reuters March 1994 - September 1998
Oxford Global Resources 1992 - 1994
Skills
Global Management, P&L Management, General Management / GM, Account Management, Business Strategy, Business Management, Change Management, Customer Relations, Internet, Kaizen, PEO, Leadership Development, Program Management, Strategic Planning, Product Management, Market Research, Product Marketing, Marketing Strategy, Sales Management, Web Services, Board Presentations, Portfolio Management, Fixed Income Products, Financial Services, ASP / SaaS, Software, Analytics, Information & Data..., Key Companies: Lewtan,..., Trading Systems, Fixed Income, Start-ups, Financial Modeling, Management Consulting, Management, Business Analysis, SaaS, Finance, Investments, Mergers & Acquisitions, Strategy, Process Improvement, Integration, Consulting, Executive Management, Analysis, Professional Services, Banking, Selling, Sales
Education
INSEAD 1997 — 1997
Executive Program - Thomson Corporation
Boston University - School of Management
MBA, Finance & Accounting
Boston University - School of Management
Post MBA, Marketing/Product Management
University of Massachusetts
BA, Economics - w/Honors
Welch Consulting November 2002 - Present
CFAR March 2008 - October 2014
Viant July 2000 - November 2002
Lewtan Technologies September 1993 - February 2000
Advantage Systems 1983 - 1993
Skills
organizational network..., collaboration strategy, Persuasion Skills, Knowledge Management, Organizational..., Management Consulting, Organizational Design, Organizational Change, Leadership Development, collaboration networks, Innovation networks, Innovation, Network Communications, Collaboration, Change Management, Strategy, Sales Effectiveness, Business Intelligence, Business Strategy, Organizational Network..., Business Process..., Start-ups, Executive Coaching, Mergers & Acquisitions, Coaching, Leadership, IT Strategy, Organizational Learning, Business Planning, Strategic Thinking, Strategic Planning, Team Building, Performance Improvement, Workshop Facilitation, Program Management, Executive Management, Public Speaking, Entrepreneurship, Business Transformation, Organizational..., Marketing Strategy, Culture Change, Project Planning, Managing Complex Sales, Competitive Analysis, Strategic Consulting, Executive Development, Thought Leadership, Management, Analysis
Education
Harvard Graduate School of Business 1977 — 1979
MBA
University of Rochester 1972 — 1977
BA
St. Georges School 1968 — 1972
High School Degree
Fenn School 1963 — 1968
Akamai Technologies June 2010 - Present
Egenera December 2009 - May 2010
Stream Global Services April 2009 - December 2009
Monster Worldwide July 2007 - July 2008
Monster Worldwide April 2005 - July 2007
Monster Worldwide April 2003 - April 2005
Crosby Benefit Systems May 2002 - April 2003
Ezenia November 1997 - August 2001
Lewtan Technologies November 1992 - November 1997
Skills
Performance Management, Recruiting, Human Resources, Employee Relations, Onboarding, Personnel Management, Succession Planning, HRIS, Strategy, Training, Leadership, Sourcing
Education
Syracuse University 1982 — 1986
Bachelor of Science, Consumer Studies
Bentley University
HR Certification, Human Resources Management
Voxware July 2014 - Present
Burning Glass Technologies May 2014 - July 2014
ClariLegal September 2012 - March 2014
PowerSteering Software June 2012 - March 2013
PowerSteering Software May 2005 - May 2012
Syncra Systems December 2004 - February 2005
Syncra Systems April 2001 - November 2004
Lewtan Technologies January 1993 - April 2001
Bob Adams 1988 - 1992
The Princeton Packet 1986 - 1988
Skills
Business Process..., Six Sigma, Enterprise Software, SaaS, Start-ups, Business Strategy, Mergers, Working Capital..., Consulting, Financial Services, Business Analysis, Due Diligence, Mergers & Acquisitions, Executive Management, Management, Leadership, Sales, Business Process..., Corporate Finance, CRM, Finance, Business Development, Private Equity, Management Consulting, Business Intelligence, Contract Negotiation, Product Management, Financial Analysis, Venture Capital, Budgets, Strategy, Restructuring, Accounting, Cross-functional Team...
Education
Babson College 1977 — 1979
MBA, Marketing and Finance
Ithaca College 1973 — 1977
BS, Communications
. June 2010 - Present
Linedata Services March 2008 - June 2010
Iris Financial April 2007 - March 2008
Lewtan Technologies June 2002 - April 2007
SunGard April 1997 - June 2002
ADVISOR TECHNOLOGY SERVICES LLC, a Fidelity Investments Company March 1996 - April 1997
The Boston Company 1990 - 1995
Skills
Facilitation, Public Speaking, Engagement & Client..., Business Process..., Project Management, Enterprise Systems..., Project Implementation, Requirements..., Full SDLC, Environmental Management, DR, ALM, Cost Basis Reporting, Software Implementation, Integration, Program Management, Workshop Facilitation, Requirement..., CRM, Software Development, Financial Services, Professional Services, Business Analysis, Trading Systems, Business Development, Strategy, Process Improvement, Vendor Management, SDLC, Fixed Income, PMO, Consulting, Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Entrepreneurship and Operations
Isenberg School of Management, UMass Amherst
BBA, Finance
University of Massachusetts, Amherst
BA, Economics
Herlitz Inventory Management January 2014 - July 2015
AIPSO June 2011 - May 2013
Dovetail Health January 2011 - May 2011
FM Global June 2010 - November 2010
Tamale Software November 2009 - June 2010
Quantifacts March 2007 - May 2009
One Beacon 2001 - 2002
One Beacon 2001 - 2002
Lewtan Technologies 1999 - 1999
W.A. Wilde 1992 - 1994
Skills
SDLC, .NET, Microsoft SQL Server, C#, Agile Methodologies, Software Development, ASP.NET, Web Services, SQL, Software Project..., Project Management, Enterprise Architecture, Microsoft Office, Product Management, Business Intelligence, Databases, Testing, Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1976 — 1977
MBA, Finance
New England College 1972 — 1976
BA, Finance
Westtwood High School 1970 — 1972
Blair Academy 1968 — 1972
Mimecast March 2014 - Present
Mimecast June 2012 - February 2014
TomTom August 2010 - December 2011
Coler & Colantonio September 2007 - April 2010
Consultant September 2004 - July 2007
Airtex Products March 2005 - May 2006
Autopart International, Inc. October 2002 - September 2004
Thinkpath Inc. July 1997 - February 2002
Lewtan Technologies June 1995 - June 1997
MEDITECH May 1990 - June 1995
Skills
Cross-functional Team..., Management, Team Leadership, Project Management, PMP, Customer Experience..., Net Promoter Score, Program Direction, Cloud Computing, Professional Services, SaaS, New Business Development, Team Building, Agile Project Management, Coaching, Teamwork, Training Delivery, Requirements Gathering, Technical Writing, Customer Relations, Mentoring, GIS applications
Education
Bentley University 1986 — 1990
Bachelor of Science, Business Communication
Mount Saint Joseph Academy 1982 — 1986
Fidelity Investments 2011 - Present
Fidelity Investments 2005 - 2010
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 1999
Lewtan Technologies 1993 - 1996
Mutual Fund Services Company 1993 - 1993
State Street Bank 1987 - 1991
Skills
PMP, Business Requirements, Systems Analysis, Project Management, Risk Management, Program Management, Leadership, Process Improvement, Software Development, PMO, Mutual Funds, SDLC, Integration, Six Sigma, Requirements Analysis, MS Project, SharePoint, Visio, Software Project..., Business Analysis, Enterprise Architecture, Analysis, Team Leadership, Quality Assurance, Agile Methodologies, Financial Services, Management, Vendor Management, IT Management, Cross-functional Team..., Enterprise Software, Requirements Gathering, Information Technology, Budgets, Product Management, Business Intelligence, Governance, CRM, IT Strategy, Agile Project Management, Business Process, SaaS, Executive Management, Resource Management, Business Process..., ITIL, Project Portfolio..., Outsourcing, Cloud Computing
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1992
MBA, Business Administration, Finance
University of New Hampshire 1983 — 1987
BS, Business Administration
Secure Consulting December 2008 - Present
IDC December 2005 - December 2008
Secure Consulting October 2003 - December 2005
Integrated Computer Solutions Inc. January 1998 - October 2003
Lewtan Technologies 1994 - 1997
Logica NA 1990 - 1994
International Treasury Systems 1988 - 1990
Data General June 1976 - June 1988
Skills
Program Management, Sales, CRM, Management, Leadership, Start-ups, Enterprise Software, Training, IT Strategy, Security, Project Management, Professional Services, Market Research, Consulting, Business Planning
Education
University of Massachusetts Lowell 1961 — 1972
BSEE
Harvard Pilgrim Health Care February 2013 - September 2015
Harvard Pilgrim Health Care September 2012 - February 2013
MassHealth via HP February 2012 - August 2012
MassHealth via HP July 2011 - February 2012
CGI January 2010 - April 2011
Lewtan Technologies April 2008 - December 2009
The Computer Merchant March 2007 - March 2008
Parsons November 2006 - March 2007
Beacon Hill Staffing Group November 2006 - November 2006
Public Archeology Laboratory March 2005 - July 2006
Skills
MS Project, Software Lifecycle, Databases, Leadership, Project Management, Program Management, Microsoft Office, Access, Software Documentation, Data Analysis, Strategic Planning, Business Analysis, SDLC, EDI ANSI X12, 837I, 837P, 276, 277, 278 Inbound/Outbound, 835, 999, HIPAA, FirstPass, Massachusetts Medicare..., Waterfall, Software Development, Quality Assurance, Schedule, Test Case Generation, Provider Relations, Project Matrix, Referrals, Authorization, TIBCO, Utilization Management, Risk Management, Vendor Management, Analysis, Project Planning, Process Improvement, Cross-functional Team..., Management, Business Process, Visio, Recruiting, Project Delivery, Information Technology, SharePoint, Enterprise Software, Agile Project Management
Education
Boston University 1994 — 1996
MA, Historic Preservation
University of Rochester 1990 — 1993
BA, Religion and Classics
Allendale-Columbia School 1978 — 1988
HS
Kronos April 2014 - Present
Mobiquity, Inc. September 2012 - April 2014
AccuRev January 2012 - July 2012
Triangle Park June 2011 - January 2012
Lewtan Technologies 1991 - 2011
Skills
Product Management, Analytics, Business Development, Strategic Partnerships, Cross-functional Team..., SaaS, Professional Services, Enterprise Software, Start-ups, Product Marketing, Business Intelligence, CRM, Agile Project Management, Cloud Computing, Business Analysis, Competitive Analysis, Business Strategy, Strategic Planning, Team Building, Program Management, Lean Manufacturing, E-commerce, Financial Services, Strategy, Agile Methodologies, Integration, Management Consulting, Vendor Management, Project Management, Securitization, New Business Development, Fixed Income, Team Leadership, Risk Management, Lean Initiatives, Mobile Devices, Mobile Technology, Mobile Internet, Mobile Applications, Product Development, Mobile Analytics, Web Development, Web Analytics, Web Applications, Website Development, Web 2.0, Leadership
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor's of Science, Economics
Ramp Holdings, Inc. April 2014 - Present
Copyright.com/Copyright Clearance Center August 2012 - February 2014
Spotfire, TIBCO Software Inc. April 2008 - August 2012
Patni Americas, Inc. October 2004 - March 2008
Phase Forward June 2003 - September 2004
Presenter, Inc. July 2001 - September 2002
Terraspring, Inc. November 2000 - July 2001
Oracle Corporation July 1997 - November 2000
Lewtan Technologies February 1993 - July 1997
BayBank Systems, Inc. September 1990 - February 1993
Skills
Demand Generation, Salesforce.com, Marketing Automation, Product Strategy, Competitive Analysis, CRM software, SEO, SEM, Banner Ads, Inside Sales, Marketing Communications, Marketing Strategy, Online Marketing, Online Advertising, Product Marketing, Email Marketing, Marketing Management, Social Media Marketing, Eloqua, Pardot, Marketo, Silverpop, Craft Beer Brewing, Enterprise Software, CRM, B2B, Lead Generation, Cloud Computing, Product Management, SaaS, Business Intelligence, Analytics, Start-ups, Management, Business Development, Strategic Partnerships, Marketing, Google Analytics, B2B Marketing, Leadership, Go-to-market Strategy, Sales Enablement, E-commerce, Integrated Marketing, Digital Marketing, Cross-functional Team..., Market Research, Sales Operations
Education
Harvard University 1986 — 1990
AB
Cambridge Rindge and Latin 1982 — 1986
HS Diploma
Silverlink Communications February 2015 - Present
Ipswitch, Inc. May 2005 - January 2015
Belmont Public Schools July 2003 - May 2005
Lewtan Technologies 1999 - 2003
Skills
Active Directory, Cloud Computing, Office 365, VMware, CCNA, System Administration, Virtualization, Microsoft Certified..., Networking, Vendor Relationships, Network Security, Security, Windows Server, Enterprise Software, Microsoft SQL Server, Project Management, Firewalls, Disaster Recovery, Network Administration, Network Monitoring Tools, Storage Area Networks, A+, WhatsUp, Spiceworks, SaaS, Technical Support
Education
Bentley University 1993 — 1997
Bachelor of Science (BS), Finance, General
Liberty Mutual Insurance February 2015 - Present
Liberty Mutual Insurance December 2012 - February 2015
Liberty Mutual Insurance September 2013 - January 2015
Liberty Mutual Group August 2011 - December 2012
Lewtan Technologies June 2007 - August 2011
Skills
Business Analysis, Securities, Risk Management, Requirements Analysis, Process Improvement, SDLC, SAS, Salesforce.com, Requirements Gathering, Omniture, Access, Software, Data Analysis, Financial Modeling, Analytics, Financial Services, Business Objects, Analysis, Budgets, Strategy, Project Planning
Education
Bentley University 2003 — 2007
BS, Managerial Economics
Misys September 2014 - Present
Numerix LLC May 2013 - September 2014
Triangle Park Capital Markets December 2011 - May 2013
RiskSpan Inc. February 2011 - December 2011
Markit September 2007 - January 2011
Lewtan Technologies 2004 - 2007
State Street 2001 - 2004
Waynflete School September 2000 - June 2001
Skills
Business Development, Analytics, Project Management, Valuation, Fixed Income, Account Management, Structured Products, Financial Services, Product Management, Lead Generation, Business Strategy, Credit, Derivatives, Equities, Management, Commodity, Hedge Funds
Education
College of the Holy Cross 1996 — 2000
BA, History
Style Research December 2014 - Present
Advisor Software June 2014 - October 2014
Windham Capital Management June 2011 - April 2014
Informa Investment Solutions January 2003 - June 2011
Lewtan Technologies May 2001 - May 2002
PCi Corporation January 2000 - March 2001
Eastern Bank January 1997 - January 2000
New England Financial January 1994 - January 1997
Prudential Financial May 1992 - January 1994
Skills
Performance Reporting, Risk Management, Portfolio Optimization, Asset Allocation, Bootstrapping, risk budgeting, higher moments, capital market..., portfolio construction, Investment Policy, efficient frontier, investment policy..., turbulance index, within horizon risk, Monte Carlo Simulation, cash flow modeling, endowment, mean variance, Management Consulting, advisor software, mean variance..., portfolio optimizer, portfolio optimization..., financial advisor..., windham portfolio..., windham, financial advisor tools, asset allocation models, Monte Carlo, Modern Portfolio Theory, Quantitative Analytics, Capital Markets, Quantitative Finance, Quantitative Investing, Separately Managed..., Investment Policy..., Risk Analytics, Portfolio Management, Asset Management, Investments, Investment Management, Investment Advisory, Finance, Financial Risk, Wealth Management, Management, Financial Services, Equities
Education
Roger Williams University 1988 — 1992
Bachelor of Science, Finance and Economics
Staples High school 1984 — 1988
SmartStream Technologies July 2014 - Present
IBISWorld January 2013 - June 2014
Lewtan Technologies November 2009 - May 2011
Cogent Communications May 2007 - November 2009
Accredited Home Lenders February 2006 - April 2007
Skills
Account Management, Lead Generation, CRM, New Business Development, Sales, Sales Operations, Sales Process, Cold Calling, Marketing, Contract Negotiation, Competitive Analysis, Management, SaaS, Customer Retention, Relationship Management, Salesforce.com, Business Development, Strategic Partnerships, Analytics, Training, Professional Services, Market Research
Education
Appalachian State University
Bachelor of Science, Advertising
Fannie Mae February 2015 - Present
HNTB February 2013 - February 2015
Merrill Lynch August 2010 - February 2013
Avalon Bay Communities June 2009 - August 2009
New England Financial June 2008 - August 2008
Lewtan Technologies June 2007 - December 2007
Skills
Microsoft Excel, Microsoft Office, Database Administration, Research, SQL, LDRPS, SharePoint, Risk Management, PowerPoint, Microsoft Word, Data Analysis, Customer Service, Access
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
BS, Business Administration; Concentrating in Finance, International Business, Minor in French
Londonderry High School 2001 — 2006
Citi September 2014 - Present
Citi September 2012 - September 2014
Citi January 2010 - September 2012
Citi August 2005 - January 2010
Lewtan Technologies February 2005 - May 2005
C&W Fabricators Inc. June 2000 - June 2003
Skills
Research, Risk Management, Microsoft Office, Data Analysis, Financial Forecasting, Financial Analysis, Financial Planning, Basel II, Credit Risk, International Project..., Analysis, Basel III, Finance, Financial Risk, Forecasting, Strategic Financial..., Strategy, Banking, Corporate Finance
Education
Brandeis International Business School 2003 — 2005
MA, Economics and FInance
Tecnológico de Monterrey 1996 — 2000
BA, International Relations
Moody's Analytics December 2014 - Present
Lewtan Technologies October 2006 - November 2014
Applix Inc. January 1992 - October 2006
Skills
Business Intelligence, Architecture, C#, Business Analysis, OLAP, Software Development, Agile Methodologies, Project Management, Start-ups, Product Development, .NET, Enterprise Software, Software Project..., Analysis, Leadership, Architectures, Software Engineering, Product Management
Education
Northeastern University 1992 — 1995
MS, Computer Science
Bangalore University 1987 — 1991
BS, EE
Pegasystems July 2014 - Present
Alexion Pharmaceuticals 2009 - March 2014
Inverness Medical (Now Alere, Inc.) December 2003 - February 2008
Syncra Systems 1999 - 2003
Lewtan Technologies 1995 - 1999
Skills
Pharmaceuticals, Legal Compliance, Pricing and..., International Licensing, Mergers, Technology Transfer, Medical Devices, Contract Negotiation, Diagnostics, Software Industry, Joint Ventures, Due Diligence, FDA, Cross-border..., IPO, Strategic Planning, Competition Law, Negotiation, International Business..., International Law, Biotechnology, Licensing, Transfer Pricing, Corporate Law, Intellectual Property, Mergers & Acquisitions, Legal Research, Employment Law, Pharmaceutical Industry, Litigation, Arbitration, Corporate Governance, Legal Writing, Securities Regulation, Software Licensing, FCPA, Privacy Law, Litigation Management
Education
Harvard Law School
JD, International Negotiation Strategy
Yale University
BA
VMware March 2015 - Present
BMC Software 2010 - March 2015
PTC July 2008 - May 2010
Nxrev 2006 - 2008
Parametric Technology Corporation 2004 - 2005
Lewtan Technologies 2002 - 2005
State Street Global Markets LLC. 2000 - 2002
Skills
Account Management, Product Lifecycle..., Business Development, Product Marketing, XML, CAE
Education
Brown University 1995 — 1999
Bachelors of Arts, Business Economics
Deltek Inc. March 2007 - Present
Jones Lang LaSalle January 2005 - October 2006
Lewtan Technologies March 2001 - December 2004
Education
Bentley University 1996 — 1998
BS, Finance
University at Buffalo 1994 — 1995
Vestal High School 1990 — 1994
Nuance Communications April 2010 - Present
Lewtan Technologies March 2009 - April 2010
Citrix Systems, Inc. September 2007 - February 2009
Airpath Wireless, Inc. December 2004 - September 2007
MetraTech Corp. October 2003 - November 2004
Brooks Automation December 1999 - October 2003
Education
University of Lowell 1984 — 1988
M.S., Computer Science
University of Massachusetts, Amherst 1981 — 1983
B.S., Computer Science
The Jewish Women's Archive June 2003 - September 2008
BostonCoach August 2001 - October 2002
BuyerZone.com 2000 - 2001
CSC Index January 1995 - March 1998
Lewtan Technologies July 1991 - November 1994
Executive Life Insurance 1986 - 1989
Skills
Strategic Planning, Project Management, Partnerships, Leadership, Organizational..., Arts Administration, Community Engagement, Board Relations, Non-profit Board..., Fundraising, Business Strategy, Strategic Partnerships, Human Resources, Webmaster Services, Program Management, Strategy, Nonprofits, Coaching, Non-profits, Start-ups, Marketing, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Marketing & Finance
University of Pennsylvania
BA, Psychology
Astute Solutions April 2012 - Present
Astute Solutions September 1999 - April 2012
Lewtan Technologies January 1998 - August 1999
Check Solutions (acquired by Carreker Corporation) June 1997 - December 1998
JP Morgan Chase / Bank One 1992 - 1997
Skills
Professional Services, CRM, Consulting, Project Management, Management, SaaS, Enterprise Software, Business Analysis, Solution Selling, Salesforce.com, Cloud Computing, Analytics, Business Intelligence, Business Process..., Software Project...
Education
The Ohio State University 1988 — 1992
BSBA, Accounting
Merrill Edge November 2011 - July 2015
Ameriprise Financial September 2010 - March 2012
Zintro, Inc June 2007 - May 2009
Brandeis University International Business School September 2005 - May 2007
Lewtan Technologies May 2006 - August 2006
Brook Venture Partners February 2006 - May 2006
Rent-A-Center March 2003 - August 2005
John Hancock Funds July 2001 - March 2002
John Hancock Signature Services November 1999 - July 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - July 1999
Skills
Financial Modeling, Marketing, Personnel Management, Investments, Financial Analysis, Financial Services, Sales, Strategic Planning, Asset Managment, New Business Development, Equities, Business Development, Finance, Business Analysis, Portfolio Management, Business Strategy, Marketing Strategy, Analysis, Market Research, Asset Management, Management, Business Planning, Leadership, Mutual Funds
Education
Brandeis University 2005 — 2007
MBA, Business with a focus on Finance and Strategy
Waseda University 2006 — 2006
Exchange, Japanese Language, Strategy, Economics
North Carolina State University 1988 — 1993
B.A, Business Management
St. John's Preparatory School 1984 — 1988
The Debt Exchange January 2011 - Present
The Debt Exchange April 2006 - December 2010
First Marblehead Corp 2004 - 2005
Lewtan Technologies 2002 - 2004
Wolters Kluwer Financial Services 1999 - 2002
State Street 1997 - 1999
Fannie Mae 1996 - 1997
Midland Loan Services, a PNC Real Estate business 1992 - 1996
KPMG 1988 - 1991
Skills
Product Management, Business Analysis, Competitive Analysis, Requirements Gathering, Capital Markets, Strategy, Sales, Program Management, Contract Negotiation, Business Development, SaaS, Start-ups, Strategic Partnerships, CRM, Leadership, Portfolio Management, Project Management, Risk Management, Business Strategy, Cross-functional Team..., Valuation, Business Planning, Enterprise Software, Banking, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA
Tufts University 1984 — 1988
BA
State Street November 2014 - Present
State Street Corporation (formerly IBT) July 2007 - November 2014
Investor's Bank & Trust July 2002 - July 2007
Lewtan Technologies June 2000 - July 2002
Skills
Mutual Funds, Financial Services, Fixed Income, Asset Management, Bloomberg, Alternative Investments, Middle Office, Securities, Investments, Fund Accounting, Equities, Portfolio Management, Derivatives, Hedge Funds, Capital Markets, Financial Analysis, Back Office, Bonds, Corporate Actions
Education
Fairfield University
BS
Brookfield High School
Linguistic Systems, Inc. December 2014 - Present
Columbia Management July 2013 - January 2014
Blue Cross Blue Shield of Massachusetts March 2012 - March 2013
Mercer January 2010 - November 2011
Lewtan Technologies February 2007 - January 2010
OneSource Information Services 2006 - 2007
Lifeline Systems August 2003 - May 2006
Charles River Associates September 2001 - May 2003
Benchmarking Partners November 1998 - May 2001
Scudder Kemper Investments October 1992 - November 1998
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Direct Marketing, Competitive Analysis, Online Marketing, Start-ups, Product Marketing, Product Management, Program Management, Project Management, Brand Management, Corporate Communications, Budgets, Event Planning, Business Development, Public Relations, SEO, Lead Generation, CRM, Strategic Planning, Project Planning, New Business Development, Social Media, New Media, Business Strategy, Marketing, Management, Strategic Communications, Copywriting, Marketing Management, Business Planning, Sales, Email Marketing, Strategy, Market Research
Education
Design Management Institute, Boston Massachusetts
Emerson College
Master, Business and Organizational Communications
Harvard University
Marketing Communications, Business to Business Marketing, Business to Consumer Marketing
University of Puerto Rico
Bachelor, Business Administration
University of Puerto Rico
Bachelor of Arts, English Literature
iMDsoft April 2007 - Present
Lewtan Technologies 1999 - 2004
eScription 1994 - 1997
Education
Northeastern University 1988 — 1992
Windstream Communications September 2012 - Present
Windstream Communications September 2010 - September 2012
Bullhorn July 2009 - September 2010
Lewtan Technologies May 2007 - April 2009
Lewtan technoligies February 2004 - January 2006
Skills
IaaS, Cloud Computing, SaaS, IT Infrastructure..., Network Security, Data Center, Disaster Recovery, Technology, Information Technology, Managed Services, Telecommunications, Data Network Design, Enterprise Software, Professional Services, Business Analysis, Networking, Leadership, Solution Selling, MPLS, Unified Communications, Co-location, VoIP, Virtualization, Business Continuity, Storage, Call Centers, IP, Business Development, Software Documentation, Vendor Management, Sales, SIP Trunking, Network Design, WAN, Cisco Technologies, Strategic Partnerships, Strategy, Sales Process, Hosted Services, Integration, SIP, Management, Lead Generation, Sales Operations
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, Finance
Stonehill College 1995 — 1999
BA, Health Care Administration
St. John's Prep
Allegro MicroSystems, LLC December 2014 - Present
Freelance Contractor 2001 - Present
Becker College September 2013 - Present
Turbine Entertainment January 2004 - November 2014
Lewtan Technologies September 2002 - January 2004
MusicPlayground, Inc. February 2001 - September 2002
MyWay.com May 1998 - February 2001
Skills
Video Games, Web Development, Sound Design, C#, Mobile Games, ASP.NET, Sound, Software Development, Programmer Analyst, Web Applications, Game Development, Social Games, Unity3D, C++, MMO, Audio Engineering, MMORPG, Game Design, Computer Games, Computer Music, Composition, Music, Gameplay, Casual Games, Product Development, Perforce, Xbox 360, Mobile Applications, JavaScript, XML, CSS, Online Gaming, SQL, Photoshop
Education
Berklee College of Music
Bachelor's degree, Film Scoring
TD April 2015 - Present
Prestige Insurance Agency January 2009 - August 2014
Lewtan Technologies July 2007 - June 2008
Investors Bank & Trust April 2006 - July 2007
Investors Bank & Trust November 2000 - April 2006
Investors Bank & Trust July 1997 - November 2000
Skills
Financial Services, Fixed Income, Risk Management, Process Improvement, Securities, Business Analysis, Project Management, Equities, Mutual Funds, Investments, Financial Risk, Financial Analysis, Access, Microsoft Excel, Financial Modeling, Corporate Actions, Budgets, Insurance, Analysis, Vendor Management, Accounting, Management
Education
Endicott College 1995 — 1997
Associate's degree, Accounting
Salem High School 1991 — 1995
State Street August 2010 - Present
Lewtan Technologies August 2008 - August 2010
Lewtan Technologies May 2005 - July 2008
Lewtan Technologies September 2003 - April 2005
Skills
Fixed Income, Securitization, Financial Modeling, Valuation, ABS, Structured Finance, Financial Analysis, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Asset Management
Bentley University 1997 — 2001
BS, Economics/Finance
Lending Club March 2015 - Present
Achvr January 2012 - December 2014
Windham Capital Management June 2011 - January 2012
Lewtan Technologies October 2007 - August 2010
First Indemnity Insurance Agency, Inc. March 2005 - August 2007
First Indemnity Insurance Agency, Inc. August 2004 - March 2005
Skills
Financial Modeling, Equities, Financial Analysis, Valuation, Portfolio Management, Investments, Project Management, Product Management, Bloomberg, Hedge Funds, Mergers & Acquisitions, Finance, Corporate Finance, Capital Markets, Strategy, Analysis, Management, Analytics, Risk Management, Business Strategy, Leadership, Strategic Planning, Microsoft Office, Data Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA/MSF, Asset Management
Boston College 2000 — 2004
Bachelor of Science (BS), Finance, Information Systems
The Peddie School 1996 — 2000
Waldorf High School of Massachusetts Bay February 2013 - Present
Lewtan Technologies January 1996 - January 1999
Skills
Teaching, Mathematics, Physics, Object Oriented Software, Asset-backed..., Portfolio Management, Matlab, Simulink, Fixed Income, Structured Finance
Education
Tufts University 1989 — 1995
PhD, Condensed matter physics
Dartmouth College 1983 — 1986
AB, Physics and astronomy
Moody's Analytics October 2013 - Present
Lewtan Technologies January 2006 - September 2013
Lewtan January 2004 - December 2005
Lewtan October 2000 - December 2003
Skills
Business Analysis, Fixed Income, Financial Services, SDLC, Vendor Management, SaaS, Equities, Financial Risk, Requirements Gathering, Portfolio Management, Risk Management, Capital Markets, Valuation, Derivatives, Financial Analysis, Professional Services, Program Management, SQL, Investment Banking, Financial Modeling, Investments, Software Implementation, Finance, Software Project..., Cross-functional Team..., Project Management, Financial Markets, Product Management, Management Consulting, Analytics, User Acceptance Testing, Analysis, Business Intelligence
Education
University of Maine 1993 — 1998
Bachelor of Business Administration (B.B.A.)
Moody's Analytics September 2015 - Present
Merchant Customer Exchange (MCX) July 2014 - September 2015
Charles River Development May 2013 - July 2014
Lewtan April 2012 - May 2013
Lewtan Technologies September 2004 - March 2012
Skills
Financial Analysis, Business Analysis, Portfolio Management, Business Development, Investments, Capital Markets, Fixed Income, Product Management, Equities, Project Management, Financial Services, Risk Management, Strategic Planning, Program Management, Asset Management, Vendor Management, Software Implementation, SDLC, Valuation, Mutual Funds, Financial Modeling, Bloomberg, Derivatives, Securities, Analytics, Financial Markets, Finance, FX Options, Trading, Investment Banking, Banking, Options
Education
University of Massachusetts Boston 2006 — 2008
MBA, information system
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance
Pioneer
Pioneer
Lewtan Technologies April 2009 - Present
US Bank NA January 2008 - October 2008
Skills
Equities, Fixed Income, Business Analysis, Financial Services, Banking, SDLC, Management, Process Improvement, Business Requirements, Analysis, Finance, Securities, Investments, Project Management, Portfolio Management, Requirements Gathering, Asset Management, Bonds, Data Analysis, Leadership, Change Management, SQL, Requirements Analysis, Management Consulting, Credit Risk, Mutual Funds, Analytics, VBA, CRM, Corporate Actions, Software Project..., Program Management, Structured Finance, Derivatives, Credit, Bloomberg, Vendor Management, Financial Analysis, Structured Products, Integration, Access, Financial Modeling, Product Management, Financial Markets, Software Documentation, SAS, Capital Markets, Credit Derivatives, Hedge Funds
Education
Framingham State University 1989 — 1994
Altisource Labs March 2014 - February 2015
Charles River Development March 2012 - March 2014
State Street Global Advisors July 2011 - March 2012
Charles River Development April 2006 - June 2011
Lewtan Technologies 2003 - 2006
Skills
Order Management, Requirements Gathering, Business Analysis, Financial Markets, Pre-sales, Electronic Trading, Oracle, Options, Hedge Funds, Sybase, Software Project..., Middle Office, SDLC, Integration, Requirements Analysis, Trading, Risk Management, Fixed Income, Financial Services, Market Data, Portfolio Management, FX Options, PL/SQL, Business Process, Enterprise Architecture, Data Warehousing, Trading Systems, User Acceptance Testing, CRM, Derivatives, Business Requirements, Systems Analysis, Solution Architecture, Software Implementation, Business Intelligence, Back Office, Equities, Software Development, Vendor Management
Education
Bentley University
BS and MBA, Finance
Wellington Management February 2007 - Present
Mellon Financial Corporation May 2004 - February 2007
Eagle Investment Systems November 1998 - May 2004
Lewtan Technologies November 1994 - November 1997
Sungard 1989 - 1995
SunGard 1988 - 1994
Landmark Investments 1984 - 1988
Colonial Mortgage Service Co. 1977 - 1980
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Equities, Derivatives, Middle Office, Mutual Funds, Financial Services, Capital Markets, Back Office, Trading Systems, Hedge Funds, Fund Accounting, Securities, Reference Data, Investment Management, Market Data, Corporate Actions, Risk Management, Alternative Investments, Bonds, Vendor Management, Fund Administration, FX Options, Electronic Trading, Trading, Options
Education
The George Washington University 1973 — 1978
Gannett Welsh & Kotler, LLC. March 1999 - Present
Steelpoint Technologies March 1995 - March 1999
Scudder Investment Services March 1992 - March 1995
Bank of Boston May 1990 - March 1992
Lewtan Technologies July 1988 - May 1990
Education
Cambridge College 2007 — 2008
Masters, Masters of Management - IT
Bowdoin College 2004 — 2005
Eaton Vance November 2011 - Present
Eaton Vance January 2010 - November 2011
Eaton Vance May 2006 - February 2010
Lewtan Technologies August 2004 - May 2006
State Street Bank September 1997 - June 2004
Education
Bentley University 1994 — 1997
Lewtan Technologies October 2011 - October 2013
Kronos October 2007 - October 2011
Deploy Solutions May 2005 - October 2007
PeopleSoft/Oracle March 2000 - May 2005
Access International October 1995 - December 1999
WBUR September 1993 - May 1995
Peace Corps November 1989 - December 1991
Skills
SaaS, Program Management, Change Management, Process Improvement, Cross-functional Team..., Strategic Planning, Business Analysis, Software Project..., Project Management, SDLC, Budgets, Agile Methodologies, Vendor Management, Requirements Analysis, Professional Services, Software Implementation, Enterprise Software, Requirements Gathering, Business Intelligence, Consulting
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Public/Not-for-Profit Management
California State University-Chico 1984 — 1988
BS, Accounting
Vermilion Software June 2010 - Present
Fidelity Investments June 2009 - June 2010
Citisoft, Inc June 2007 - May 2009
Lewtan Technologies October 2005 - June 2007
DST International June 2004 - October 2005
Financial Models Company 2004 - 2004
State Street Corporation 1999 - 2003
Skills
Business Analysis, Project Management, PMP, Integration, IT Strategy, Software Implementation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
MBA, Economics
Johnson State College 1994 — 1997
BA, Business Administration
Lewtan Technologies 2005 - Present
Skills
.NET, Microsoft SQL Server, SQL, C#, Databases, XML, Integration, Project Management, Business Analysis, SDLC, Software Documentation, Software Engineering, Agile Methodologies, Software Project..., C++, Oracle, Software Development, JavaScript, jQuery, ASP.NET, PL/SQL, HTML, AJAX, Web Services, WCF
Education
University of Nevada-Reno 2000 — 2004
MS, Computer Science and Engineering
New England Project Management Professionals September 2013 - Present
Fidelity National Information Services, Inc. (formerly Metavante and MBI Benefits, Inc May 2005 - August 2011
Lewtan Technologies, Inc March 2000 - May 2005
Lewtan Technologies March 2000 - December 2003
Scudder Trust Company July 1998 - March 2000
First Data June 1996 - July 1998
Skills
Risk Management, Project Management, Contract Negotiation, Management, MS Project, Integration, Business Analysis, Vendor Management, Process Improvement, Negotiation, Strategic Planning, Analysis, SDLC, Financial Analysis, Business Strategy
Education
Bentley University 1992 — 1996
Bachelor of Science, Finance
William George Associates
Lewtan/Moody's Analytics October 2014 - Present
Lewtan October 2012 - September 2014
Lewtan November 2010 - September 2012
Lewtan Technolgies July 2006 - November 2010
Lewtan Technologies October 1998 - July 2006
Lewtan Technologies January 1998 - October 1998
Prudential Financial December 1996 - January 1998
Aerotek July 1996 - December 1996
Skills
Sales Process, Account Management, Sales, Sales Management, Sales Operations, Financial Services, Marketing Strategy, Salesforce.com, Business Development, Business Strategy, Contract Negotiation, Professional Services, Project Planning, International Sales, Public Speaking, Strategic Planning, Marketing Communications
Education
Brandeis University 1992 — 1996
B.A., Psychology
Stoughton High School
Nuance Communications November 2012 - May 2014
Polyremedy August 2011 - August 2012
Curaspan Health Group June 2009 - June 2011
Second Rotation Inc. January 2008 - February 2009
Lifeclips 2000 - 2001
Toysmart.com 1999 - 1999
Lewtan Technologies 1998 - 1999
Stockton State College 1972 - 1976
Skills
Quality Assurance, Agile Methodologies, Scrum, Databases, Java, Software Development, SDLC, Product Management, XML, Integration, SaaS, JavaScript, Android, iOS, Mobile Technology
Education
Richard Stockton College of New Jersey
Bachelor's degree, Industrial and Organizational Psychology
University of New Haven
Master's degree, Industrial / Organizational Psychology
LEARN Charter School Network 2014 - 2015
Chicago International Charter School 2013 - 2014
University of Chicago Charter School 2012 - 2013
Lewtan Technologies July 2008 - March 2009
Bank of New York Mellon October 2006 - March 2008
Deerfield Capital Management February 2005 - September 2006
LaSalle Bank December 2003 - February 2005
Cole Taylor Bank August 2001 - November 2003
Education
DePaul University 1999 — 2001
BS, Finance
Quincy University
Master of Education (MEd), Special Education and Teaching
Moody's Investors Service September 2008 - Present
Babcock & Brown July 2007 - March 2008
XL Capital Assurance June 2002 - July 2007
Lewtan Technologies June 2000 - June 2002
Unicapital Corp June 1998 - June 2000
RBC Dain Rauscher January 1994 - March 1998
Zahr Trading March 1992 - August 1993
Signet Bank 1984 - 1989
Skills
Structured Finance, ABS, Securitization, Derivatives, CDO
Education
London Business School 1989 — 1991
MBA, Finance
Virginia Commonwealth University 1986 — 1989
MA, Economics
Rice University 1981 — 1984
BA, Economics
St. Lawrence University 1980 — 1981
Broadridge Financial Solutions April 2013 - October 2014
Lewtan Technologies September 2008 - March 2013
Lewtan Technologies August 2005 - September 2008
Equity International (For Center For Entrepreneurial Development at UIUC) June 2004 - August 2004
Tata Consultancy Services 2000 - 2001
Skills
Fixed Income, Interest Rate Swaps, Securitization, CDS, Quantitative Finance, RMBS, ABS, Residential Mortgages, Bloomberg, Product Management, Portfolio Management, Investments, Capital Markets, Finance, Structured Finance, Analysis, Credit, Derivatives, Options, Structured Products, Financial Markets, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2005
MBA, Finance
Delhi College of Engineering 1996 — 2000
BE, Mechanical
Granite Telecommunications October 2012 - Present
Insight Global August 2012 - October 2012
Various August 2008 - August 2012
Lewtan Technologies November 1998 - May 2008
Cayenne Software August 1996 - November 1998
Mortgage Financial July 1992 - August 1995
Skills
Project Management, Business Analysis, New Business Development, Business Development, Business Strategy, Account Management, Product Management, Team Leadership, Team Building, Editing, Analysis, Retail, Enterprise Software, Start-ups, Strategic Planning, Management, Leadership, Integration
Education
Colgate University
B.A., Liberal Arts
Symbotic June 2014 - Present
Symbotic December 2008 - June 2014
CasePick Systems December 2008 - February 2012
Lewtan Technologies 2006 - October 2008
Applix March 1988 - October 2006
Skills
Process Automation, Software Architecture, Software System..., Integration, Software Engineering, C#, .NET, Component Architecture, System Automation, Architecture, Microsoft SQL Server, Automation, Software Development, Enterprise Software, C++, Agile Methodologies, Software Design, Programming, Unix, Object Oriented Design, Databases, Visual Studio, Architectures, Linux
Education
Boston University 1980 — 1984
Biomedical Engineering
National Mortgage Insurance Corporation - "National MI" June 2014 - Present
CoreLogic August 2009 - June 2014
Lewtan Technologies February 2006 - June 2009
Lewtan Technologies February 2006 - April 2008
Infrastructure Development Company Limited May 2002 - July 2004
Skills
Agile Methodologies, Microstrategy, Financial Modeling, Capital Markets, Fixed Income, Financial Analysis, Credit Risk, Structured Finance, Product Management, Business Strategy, Portfolio Management, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2005
MSF, Finance
Institute of Business Administration at University of Dhaka 1998 — 2002
BBA, Finance
Moody's Analytics December 2014 - Present
Lewtan May 2012 - December 2014
Lewtan Technologies January 2008 - April 2012
Lewtan February 2006 - December 2007
SunGard June 1999 - March 2005
SunGard June 1995 - May 1999
SunGard June 1987 - May 1995
The New England June 1981 - June 1987
Skills
Securitization, Financial Markets, Fixed Income, Portfolio Management, Equities, Valuation, Business Analysis, Program Management, Structured Finance, Securities, Capital Markets, Financial Services, Credit Risk, SDLC, Financial Modeling, Asset Management, Derivatives, Investment Banking, Banking, Forecasting, Management, Financial Analysis, Product Management, CRM, Finance, Professional Services, Account Management, Quality Assurance
Education
Northeastern University 1984 — 1985
Certificate Program – Computer Programming and Systems Analysis
North Shore Community College 1979 — 1981
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Saylent Technologies, Inc. July 2014 - Present
Merchant Warehouse November 2013 - July 2014
Merchant Warehouse October 2011 - November 2013
Resolve Technology August 2010 - October 2011
Lewtan Technologies August 2007 - August 2010
Lewtan Technologies November 2004 - August 2007
State Street Bank December 2002 - November 2004
Skills
Business Analysis, Process Improvement, Microsoft Excel, SQL, Financial Analysis, Project Management, PowerPoint, Access, Fixed Income, HTML, Certified Scrum Master..., Product Management, Program Management, Strategic Planning, Finance, Business Strategy, Financial Modeling, Financial Services, Portfolio Management, Vendor Management, Software Project..., Agile Project Management, Requirements Analysis, CRM, Strategy, SDLC, Requirements Gathering, Visio, Change Management, Analysis, Management, Testing, Agile Methodologies, SharePoint, Team Management, Software Documentation, Project Portfolio..., Merchant Services, Structured Finance, Business Requirements, Scrum, Payment Card Processing, Mobile Payments, Payment Gateways, Credit Cards, User Acceptance Testing, Microsoft SQL Server, Training, Due Diligence, Software Implementation
Education
Curry College 2008 — 2010
MBA, Business Management
Hamilton College 1999 — 2002
Economics
Moody's Analytics November 2014 - Present
Lewtan March 2014 - November 2014
Lewtan December 2012 - March 2014
Lewtan March 2009 - December 2012
Lewtan July 2008 - 2009
Keds,Inc 2005 - 2007
Lewtan Technologies 1999 - 2005
Investors Bank & Trust 1998 - 1999
Skills
Excel, SQL, Access, Securitization, Structured Finance, Hyperion
Education
Bentley University 1994 — 1998
BS, Finance
Rhino PR January 2013 - October 2013
Freelance Public Relations 2002 - 2012
SGW 2000 - 2002
The Weber Group 1996 - 1998
Lewtan Technologies 1995 - 1996
Liant Software 1992 - 1995
Skills
Media Relations, Public Relations, Corporate Communications, Marketing Communications, Press Releases, Internal Communications
Education
Iona College 1987 — 1989
BBA, Marketing
Boston University July 2012 - Present
Protiviti January 2011 - July 2012
Protiviti August 2008 - January 2011
Lewtan Technologies January 2007 - May 2008
Skills
Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Finance, Financial Accounting, Financial Reporting, Financial Modeling, Enterprise Risk..., Financial Risk, Valuation, Risk Management, Accounting, Due Diligence
Education
Boston University Questrom School of Business 2013 — 2016
Master of Business Administration (MBA) Candidate
Bentley University 2004 — 2008
Bachelor of Science, Finance
University of Massachusetts Amherst September 2005 - Present
IBM February 2008 - June 2008
Staples July 2003 - August 2007
Lewtan Technologies August 2000 - May 2003
DaVinci Group June 1998 - July 2000
Education
University of Massachusetts, Amherst 2005 — 2008
Triangle Park Capital Markets Data April 2014 - Present
MarketAxess, Inc September 2008 - February 2014
MarketAxess Holdings Inc. 2008 - September 2008
Lewtan Technologies 1998 - 2008
Education
Bentley University 1994 — 1998
BA, Finance
Bank of America January 2012 - Present
Bank of America August 2008 - December 2011
Bank of Ameria November 2008 - August 2009
Bank of America April 2004 - November 2008
Fleet Bank February 2002 - March 2004
Fleet Bank June 2000 - January 2002
BankBoston August 1993 - May 2000
Bank of Boston April 1992 - July 1993
Lewtan Technologies February 1991 - March 1992
Bank of New England September 1987 - February 1991
Skills
Mergers, Program Management, Six Sigma, PMO, Integration, Team Leadership, Project Management, Vendor Management, PMP, SDLC, ERP, Mergers & Acquisitions, Management, Project Portfolio..., SharePoint, IT Strategy
Education
Eastern Connecticut State University 1983 — 1987
BS, Mathematics, Computer Science
AIG Financial Products July 2008 - Present
MBIA April 1999 - July 2008
Lewtan Technologies July 1996 - March 1999
Department of Treasury 1989 - 1994
Skills
CDO, CLO, ABS, Structured Products, Securitization, Credit Derivatives, Capital Markets, Structuring, Origination, Structured, Liquidity, Credit Risk, Investments, Financial Structuring, Structured Finance, Loan Origination, Credit, Derivatives, Investment Banking, Fixed Income, Project Finance, CDS, Bloomberg, Market Risk, Credit Analysis, Financial Modeling, Due Diligence, Corporate Finance, Emerging Markets, Swaps, CMBS, Options, Financial Markets, Valuation, Leveraged Finance, Hedge Funds, Risk Management, MBS, Portfolio Management, Securities, Alternative Investments, Interest Rate...
Education
Babson College 1984 — 1988
BS, Finance/Quantitative Methods
American DG Energy April 2012 - Present
Digitalsmiths - Woburn, MA office closed May 2011 - October 2011
Lewtan Technologies November 2001 - August 2008
H&R Block January 1997 - April 2006
Starpoint Solutions August 2000 - March 2001
Imperial Tobacco 1997 - 2000
Skills
Marketing Communications, Event Management, Salesforce.com, Microsoft Office, Direct Marketing, Lead Generation, Demand Generation, Budgeting, Event Planning, B2B, Vendor Management, Website Development, Strategic Planning, Business Strategy, Product Management, Business Development, Start-ups, Project Management, New Business Development, Program Management, Competitive Analysis, Budgets, Marketing, Strategy, Marketing Strategy, Leadership, Advertising, Entrepreneurship, Trade Shows, Sales Management, Team Building, Management, Email Marketing, Product Marketing, CRM, SEO, Social Media
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MBA, Business Administration
Northeastern University 1999 — 2001
Bachelor's, Business Administration
HSBC January 2014 - Present
PRMIA - Professional Risk Managers' International Association April 2013 - Present
AIG October 2011 - January 2014
Morgan Stanley October 2009 - October 2011
Merrill Lynch 2006 - 2009
JP Morgan Chase 1997 - 2006
Deloitte & Touche 1994 - 1997
Lewtan Technologies 1900 - 1900
Skills
Risk, Internal Audit, Economic Capital, Enterprise Risk..., Writing Skills, Financial Risk, Market Risk, Operational Risk, Credit Risk, Derivatives, Risk Management, Capital Markets, Financial Services, Internal Controls, Quantitative Finance, Quantitative Analytics, Risk Assessment, Trading, Counterparty Risk, Risk Analysis, Operational Risk..., Auditing, Governance, Basel II, Fixed Income, VAR, Financial Institutions, Treasury Management
Education
Birla Institute of Technology and Science, Pilani
MSc, Physics
D'Amore-McKim School of Business at Northeastern University
MBA, MIS and Finance
The Scindia School
RBS Citizens Financial Group September 2013 - Present
Geoban USA September 2012 - September 2013
everis January 2012 - September 2012
Harvard PTO 2012 - 2012
Headstrong June 2010 - December 2011
MFS December 2004 - November 2008
Lewtan Technologies April 2002 - December 2004
Cypress Holding co August 2000 - April 2002
harvard management co 1998 - 2000
Skills
Fixed Income, Securities, Securitization, Loans, Capital Markets, Bloomberg, Derivatives, Bonds, Equities, Trading, Financial Markets, Hedge Funds, Investment Banking, Portfolio Management, Asset Managment, Valuation, Financial Modeling, Credit Derivatives, Back Office
Education
Northeastern University
BS, Finance
International Power September 2007 - Present
Brandeis University July 2007 - August 2007
Lewtan Technologies June 2006 - May 2007
Education
Brandeis International Business School 2005 — 2007
M.A.ief, Finance
Peking University 1997 — 2000
M.A., Finance
BNY Mellon Asset Management April 2012 - Present
Charles River Development June 2010 - April 2012
Lewtan Technologies March 2006 - June 2010
Columbia Management Group February 2003 - January 2006
Ajilon Consulting Group December 1999 - November 2003
John Hancock Advisors, Inc July 1998 - December 1999
Scudder Kemper Investments August 1996 - July 1998
Chase Global Funds Services Company July 1995 - August 1996
Skills
Product Management, Functional..., Cross-functional Team..., Requirements Gathering, Order Management, Prioritization, Portfolio Management, Project Plans, Product Development, Analytics, Business Requirements, Business Analysis, Fixed Income, User Acceptance Testing, Strategic Business, Requirements Analysis, Metrics, Deliverables, Rollout, Product Marketing, SDLC, Quality Assurance, Trading, Business Modeling, Data Management, Process Improvement, Market Research, Customer Relations, Product Strategy, Agile, Agile Project Management, Vendor Management, Software Project..., Visio, Pricing, MS Project, Software Implementation, Program Management, Business Strategy, Scrum, Product Launch, Business Process, Project Planning, Team Leadership, Integration, Vendor Relations, Data Analysis, Problem Solving, Team Management, SQL
Education
Bentley College
Masters, Information Technology; Computer Information Systems
Northeastern University
Certified Systems Specialist, Engineering and Technology
University of Maine 1989 — 1993
BS, Political Science/Economics
Boston Portfolio Advisers January 2015 - Present
Lebed Asset Management January 2003 - Present
Boston Investment Advisers, Inc. July 2010 - December 2014
Lewtan Technologies June 1989 - January 2003
Skills
Capital Markets, Portfolio Management, Retirement Planning, Investments, Financial Advisory, Asset Management, Management, Asset Managment, Due Diligence, Finance, Equities, Valuation, Equity Research, Fixed Income, Investment Management, Strategic Planning, Venture Capital, Securities, Alternative Investments, Start-ups, Financial Modeling, Nonprofits, Strategy, Structured Finance
Education
Massachusetts Institute of Technology 1982 — 1988
PhD, Philosophy and Cognitive Science
Swarthmore College 1977 — 1982
BA, Philosophy, Mathematics
Santander Bank, N.A. May 2015 - Present
Lewtan Technologies July 2010 - May 2015
Standard & Poor's July 2006 - July 2010
Bank of New York Mellon March 2001 - July 2006
Deutsche Bank April 1995 - April 2001
Bankers Mutual 1989 - 1995
Skills
Structured Finance, Capital Markets, Strategic Partnerships, Analytics, Banking, Product Management, New Business Development, Product Marketing, ABS, Leadership, Derivatives, Portfolio Management, Investment Banking, Financial Structuring, Securitization, Strategy, Funding, Financial Services, Asset Management, Management, Credit, Finance, Structured Products, Fixed Income, CDO, Business Development, CRM, Loans, Product Development, Negotiation, Team Management, Team Building, Risk Management, Change Management, Investments, Financial Analysis, Financial Markets, Securities, Analysis, Residential Mortgages, Valuation, Financial Modeling, Relationship Management
Education
Ateneo de Manila University
New York University
Bachelors, Economics
Veracity Consulting March 2012 - Present
Lewtan Technologies May 1999 - March 2012
CMIC Finance & Securities Ltd March 1994 - May 1996
MicroWiz Co July 1993 - February 1995
Skills
SQL, Microsoft SQL Server, PL/SQL, Oracle, ETL, XML, Databases, T-SQL, SDLC, Program Management, Data Warehousing, C#, Visual Basic, Toad, Business Analysis, JavaScript, Vendor Management, Software Project..., Integration, Crystal Reports, Access, Agile Methodologies, Data Migration, Technical Support, Data Analysis, Stored Procedures, Analysis, Software Development, Software Documentation, User Acceptance Testing, Data Modeling, .NET, Disaster Recovery, SQL*Plus
Education
University of Massachusetts Lowell 2000 — 2002
Certificate, Oracle8/8i Architecture & Database Administration
Johnson & Wales University 1997 — 1999
MBA, International Business
Bangkok University 1991 — 1994
BS, Computer Science
Integrity Business Solutions July 2013 - Present
Proprietary Trading 2013 - Present
Guggenheim Partners September 2012 - June 2013
Summer Street Research Partners July 2011 - September 2012
Nova Capital Markets 2008 - 2011
Morgan Keegan & Co Inc 2002 - 2008
Fleet Institutional Trading 2001 - 2002
Lewtan Technologies 2000 - 2001
Fidelity Investments 1996 - 1999
Fidelity Brokerage Company 1993 - 1996
Skills
Relationship Management, Trade Execution, Generating Revenue, Equities, Hedge Funds, Bloomberg, Portfolio Management, Client Retention, Research Sales, Supervisory Skills
Education
Boston College
Bachelor of Arts (BA), Speech Communications
Boston Latin School