Liberty Funds Group
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Liberty Funds Group Employees
Employee
Years
Job
Industry
Danielle Stewart Danielle Stewart's Liberty Funds Group Experience 1994 - 2001
Job Recruiter at Starz Entertainment
Industry Human Resources
Experience
Starz Entertainment October 2012 - Present
Elite Fitness Studio, Inc. July 2009 - Present
Parker Recreation Center February 2004 - Present
Bank of America August 1992 - December 2008
Liberty Funds Group 1994 - 2001
Skills
Staffing, Talent Acquisition, Recruiting, Contract Recruitment, Human Resources, HR Generalist, ACE Certified Personal..., Fitness Instruction, Indoor Cycling, Turbo Kickboxing, Yoga, Zumba Instructor, AFAA Certified Group...
Education
Suffolk University 1993 — 1997
Masters of Science in Education, Human Resources Development
Hofstra University 1988 — 1992
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
East Greenwich High School 1984 — 1988
Starz Entertainment October 2012 - Present
Elite Fitness Studio, Inc. July 2009 - Present
Parker Recreation Center February 2004 - Present
Bank of America August 1992 - December 2008
Liberty Funds Group 1994 - 2001
Skills
Staffing, Talent Acquisition, Recruiting, Contract Recruitment, Human Resources, HR Generalist, ACE Certified Personal..., Fitness Instruction, Indoor Cycling, Turbo Kickboxing, Yoga, Zumba Instructor, AFAA Certified Group...
Education
Suffolk University 1993 — 1997
Masters of Science in Education, Human Resources Development
Hofstra University 1988 — 1992
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
East Greenwich High School 1984 — 1988
Carolyn O'Hara Carolyn O'Hara's Liberty Funds Group Experience 1998 - 1999
Job Information Manager
Industry Management Consulting
Experience
Deloitte April 2001 - September 2012
Egon Zehnder International 1999 - 2000
Liberty Funds Group 1998 - 1999
Gemini Consulting 1986 - 1997
Skills
Secondary Research, Competitive Intelligence, Knowledge Management, Content Management, Competitive Analysis, Professional Services, Analysis
Education
Rutgers University, School of Communication and Information 1976 — 1978
Master of Library & Information Science (MLIS)
Northwestern University 1972 — 1975
Bachelor of Arts (B.A.), Political Science
Deloitte April 2001 - September 2012
Egon Zehnder International 1999 - 2000
Liberty Funds Group 1998 - 1999
Gemini Consulting 1986 - 1997
Skills
Secondary Research, Competitive Intelligence, Knowledge Management, Content Management, Competitive Analysis, Professional Services, Analysis
Education
Rutgers University, School of Communication and Information 1976 — 1978
Master of Library & Information Science (MLIS)
Northwestern University 1972 — 1975
Bachelor of Arts (B.A.), Political Science
Charles McKenna Charles McKenna's Liberty Funds Group Experience 1998 - 2002
Job Senior Plan Services Account Manager, Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement June 2015 - Present
Tuna Helper Charters May 2002 - Present
Xerox March 2007 - July 2014
New York Life Investment Management 2005 - 2007
Liberty Funds Group 1998 - 2002
The One Group 1995 - 1998
Skills
401k, Insurance, Pensions, Process Improvement, Employee Benefits, Vendor Management, Mutual Funds, Asset Managment, Investments, Retirement, Relationship Management, Equities, Business Analysis, Benefits Administration, Defined Benefit, Asset Management, Personal Financial..., Financial Services, Mergers & Acquisitions, Client Services, Customer Support
Education
Boston University 1986 — 1990
EMPOWER Retirement June 2015 - Present
Tuna Helper Charters May 2002 - Present
Xerox March 2007 - July 2014
New York Life Investment Management 2005 - 2007
Liberty Funds Group 1998 - 2002
The One Group 1995 - 1998
Skills
401k, Insurance, Pensions, Process Improvement, Employee Benefits, Vendor Management, Mutual Funds, Asset Managment, Investments, Retirement, Relationship Management, Equities, Business Analysis, Benefits Administration, Defined Benefit, Asset Management, Personal Financial..., Financial Services, Mergers & Acquisitions, Client Services, Customer Support
Education
Boston University 1986 — 1990
William Bryce William Bryce's Liberty Funds Group Experience September 1998 - September 2000
Job Head of Mutual Fund Performance Oversight at Deutsche Asset & Wealth Management
Industry Investment Banking
Experience
Deutsche Asset & Wealth Management April 1991 - Present
Liberty Funds Group September 1998 - September 2000
Skills
Fluent in German, Project Management, Portfolio Management, Management, Competitive Analysis, Investments, Mutual Funds, Internal Controls, Marketing, Integration, Policy, Testing, Alternative Investments, Asset Management, Bloomberg, Investment Management, Securities, Asset Allocation, Sarbanes-Oxley, Fund Of Funds, Financial Analysis, Emerging Markets, Equities, Fixed Income
Education
Northeastern University 1994 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
Northeastern University 1985 — 1990
Bachelor of Science (B.S.) in Business Administration, Accounting and Finance
Deutsche Asset & Wealth Management April 1991 - Present
Liberty Funds Group September 1998 - September 2000
Skills
Fluent in German, Project Management, Portfolio Management, Management, Competitive Analysis, Investments, Mutual Funds, Internal Controls, Marketing, Integration, Policy, Testing, Alternative Investments, Asset Management, Bloomberg, Investment Management, Securities, Asset Allocation, Sarbanes-Oxley, Fund Of Funds, Financial Analysis, Emerging Markets, Equities, Fixed Income
Education
Northeastern University 1994 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
Northeastern University 1985 — 1990
Bachelor of Science (B.S.) in Business Administration, Accounting and Finance
Corbin Lawrence Caudle's Liberty Funds Group Experience May 2009 - August 2009
Job Inside Sales Associate at HealthMark Group
Industry Hospital & Health Care
Experience
HealthMark Group March 2015 - Present
Comlink distributors LLC March 2014 - December 2014
Auction Credit January 2013 - February 2014
CME Group July 2012 - August 2012
Alderson Mercedes January 2010 - April 2010
Liberty Funds Group May 2009 - August 2009
Skills
Health Information..., Healthcare Information..., Sales, New Business Development, Investments, Strategic Planning, Financial Modeling, Financial Analysis, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Business Strategy, Team Building, Public Relations, Social Media, Asset Management, Asset Managment, Property Management, Facilities Management, Outlook
Education
Texas Tech University 2008 — 2012
Bachelor's degree, Personal Financial Planning, Spanish and Hospitality Management minors
HealthMark Group March 2015 - Present
Comlink distributors LLC March 2014 - December 2014
Auction Credit January 2013 - February 2014
CME Group July 2012 - August 2012
Alderson Mercedes January 2010 - April 2010
Liberty Funds Group May 2009 - August 2009
Skills
Health Information..., Healthcare Information..., Sales, New Business Development, Investments, Strategic Planning, Financial Modeling, Financial Analysis, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Business Strategy, Team Building, Public Relations, Social Media, Asset Management, Asset Managment, Property Management, Facilities Management, Outlook
Education
Texas Tech University 2008 — 2012
Bachelor's degree, Personal Financial Planning, Spanish and Hospitality Management minors
Phil McDonald Phil McDonald's Liberty Funds Group Experience November 1996 - September 2000
Job Sr. Finance Systems & Process Analyst at Shire Pharmaceuticals
Industry Information Technology and Services
Experience
Shire Pharmaceuticals March 2014 - Present
Shire Pharmaceuticals July 2011 - March 2014
Shire Pharmaceuticals April 2008 - July 2011
MC Communications September 2000 - June 2007
MC Communications 2000 - 2007
Columbia Management November 1996 - September 2000
Liberty Funds Group November 1996 - September 2000
Colonial Mutual Funds November 1996 - September 2000
First Data Corp October 1989 - November 1996
Skills
Hyperion Enterprise, Financial Statements, Consolidation, Mergers, Forecasting, Budgets, Accounting, ERP, General Ledger, Payroll, Employee Benefits, Financial Reporting, Revenue Recognition, US GAAP, GAAP, Sarbanes-Oxley Act, Cost Accounting, Internal Controls, Financial Accounting, Financial Analysis, Fixed Assets, Subledger Accounting, General Journal, G/L Analysis, G/L Reconciliations, Financial Variance..., General Ledger..., Financial Close Process, Financial Performance, Planning Budgeting &..., Record to Report, Finance System..., Accounts Payable, Account Reconciliation, Strategic Financial..., Analysis, Mergers & Acquisitions, Accounts Receivable, Management, Finance, Process Improvement, Leadership
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 2000
MBA, Business Administration
Boston College 1980 — 1985
Bachelor of Science (B.S.), Political Science and Government
Arlington Catholic 1975 — 1979
Arlington Catholic High School 1975 — 1979
College prep
Shire Pharmaceuticals March 2014 - Present
Shire Pharmaceuticals July 2011 - March 2014
Shire Pharmaceuticals April 2008 - July 2011
MC Communications September 2000 - June 2007
MC Communications 2000 - 2007
Columbia Management November 1996 - September 2000
Liberty Funds Group November 1996 - September 2000
Colonial Mutual Funds November 1996 - September 2000
First Data Corp October 1989 - November 1996
Skills
Hyperion Enterprise, Financial Statements, Consolidation, Mergers, Forecasting, Budgets, Accounting, ERP, General Ledger, Payroll, Employee Benefits, Financial Reporting, Revenue Recognition, US GAAP, GAAP, Sarbanes-Oxley Act, Cost Accounting, Internal Controls, Financial Accounting, Financial Analysis, Fixed Assets, Subledger Accounting, General Journal, G/L Analysis, G/L Reconciliations, Financial Variance..., General Ledger..., Financial Close Process, Financial Performance, Planning Budgeting &..., Record to Report, Finance System..., Accounts Payable, Account Reconciliation, Strategic Financial..., Analysis, Mergers & Acquisitions, Accounts Receivable, Management, Finance, Process Improvement, Leadership
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 2000
MBA, Business Administration
Boston College 1980 — 1985
Bachelor of Science (B.S.), Political Science and Government
Arlington Catholic 1975 — 1979
Arlington Catholic High School 1975 — 1979
College prep
James Huennekens James Huennekens's Liberty Funds Group Experience April 1999 - May 2002
Job Director at Miller Howard Investments
Industry Financial Services
Experience
Miller Howard Investments November 2012 - Present
Franklin Templeton Investments October 2007 - January 2012
TruSource January 2003 - October 2007
Liberty Funds Group April 1999 - May 2002
Nicholas Applegate January 1998 - April 1999
Morgan Stanley Dean Witter September 1995 - January 1998
Northern Trust September 1992 - September 1995
Administrative Management Group September 1987 - September 1992
Northern Trust January 1985 - September 1987
Harris Bank February 1983 - January 1985
Skills
Retirment Services, Mutual Funds, Institutional Sales, Institutional..., Direct Sales, Investments, Distribution, Client Services, Sales Process, Problem Solving, Product Development, Business Planning, FINRA, Series 7, Series 66, Series 63, Educational Seminars, Financial Services, New Business Development, 401k, Separately Managed..., Defined Contribution, Alternative Investments, ERISA, Uniform Combined State..., Investment Strategies, Retirement, Wealth Management, Retirement Planning
Education
Illinois State University
BS, Business, Economics, Accounting
Miller Howard Investments November 2012 - Present
Franklin Templeton Investments October 2007 - January 2012
TruSource January 2003 - October 2007
Liberty Funds Group April 1999 - May 2002
Nicholas Applegate January 1998 - April 1999
Morgan Stanley Dean Witter September 1995 - January 1998
Northern Trust September 1992 - September 1995
Administrative Management Group September 1987 - September 1992
Northern Trust January 1985 - September 1987
Harris Bank February 1983 - January 1985
Skills
Retirment Services, Mutual Funds, Institutional Sales, Institutional..., Direct Sales, Investments, Distribution, Client Services, Sales Process, Problem Solving, Product Development, Business Planning, FINRA, Series 7, Series 66, Series 63, Educational Seminars, Financial Services, New Business Development, 401k, Separately Managed..., Defined Contribution, Alternative Investments, ERISA, Uniform Combined State..., Investment Strategies, Retirement, Wealth Management, Retirement Planning
Education
Illinois State University
BS, Business, Economics, Accounting
Stephen Maines Stephen Maines's Liberty Funds Group Experience 1998 - 2000
Job Principal, Olmstead Associates
Industry Financial Services
Experience
Olmstead Associates, Inc February 2012 - Present
Global Asset Manager - Boston September 2014 - October 2014
MassMutual Financial Group 2013 - 2014
Fixed Income Manager - Boston September 2008 - September 2013
Olmstead Associates September 2004 - January 2012
Bank of America 2004 - 2005
Thomson Financial 2003 - 2004
Olmstead Associates March 2001 - July 2003
Benchmarking Partners July 2000 - February 2001
Liberty Funds Group 1998 - 2000
Skills
PMO, Financial Services, Vendor Management, Business Process..., Business Analysis, Requirements Gathering, Risk Management, Business Requirements, SDLC, Business Process, Project Portfolio..., Project Management, Fixed Income, Corporate Actions, Strategic Planning, Product Development, Banking, Process Improvement, Portfolio Management, Software Project..., Requirements Analysis, Program Management, Visio, Analysis, Management Consulting, Back Office, User Acceptance Testing, Trading Systems
Education
Nichols College 1979 — 1983
Bachelor of Science, Business Administration, Management
Waltham High School 1976 — 1979
Olmstead Associates, Inc February 2012 - Present
Global Asset Manager - Boston September 2014 - October 2014
MassMutual Financial Group 2013 - 2014
Fixed Income Manager - Boston September 2008 - September 2013
Olmstead Associates September 2004 - January 2012
Bank of America 2004 - 2005
Thomson Financial 2003 - 2004
Olmstead Associates March 2001 - July 2003
Benchmarking Partners July 2000 - February 2001
Liberty Funds Group 1998 - 2000
Skills
PMO, Financial Services, Vendor Management, Business Process..., Business Analysis, Requirements Gathering, Risk Management, Business Requirements, SDLC, Business Process, Project Portfolio..., Project Management, Fixed Income, Corporate Actions, Strategic Planning, Product Development, Banking, Process Improvement, Portfolio Management, Software Project..., Requirements Analysis, Program Management, Visio, Analysis, Management Consulting, Back Office, User Acceptance Testing, Trading Systems
Education
Nichols College 1979 — 1983
Bachelor of Science, Business Administration, Management
Waltham High School 1976 — 1979
Cindy Lee Robinson's Liberty Funds Group Experience 2000 - 2001
Job Marketing Director at O'Brien Commercial Properties
Industry Graphic Design
Experience
O'Brien Commercial Properties May 2015 - Present
Cindy Lee Robinson Freelancer 2012 - Present
Ink Etcetera Corporation May 2014 - April 2015
State Street 2007 - 2011
CVS Caremark Corporation 2005 - 2006
Bank of America 2004 - 2005
Fleet Bank 2001 - 2004
Liberty Funds Group 2000 - 2001
Staples 1996 - 1999
Skills
Adobe Creative Suite, InDesign, Illustrator, Photoshop, Adobe Fireworks, Dreamweaver, JavaScript, jQuery, Wordpress, Proofreading, Project Management, Microsoft Word, Microsoft Excel, Logo Design, WordPress, Web Design, Marketing
Education
Boston University Center for Digital Imaging Arts 2012 — 2012
Graphic & Web Design Certificate, Graphic Design
Bridgewater State College 1982 — 1986
Bachelor of Science (BS), Management / Marketing, cum laude
O'Brien Commercial Properties May 2015 - Present
Cindy Lee Robinson Freelancer 2012 - Present
Ink Etcetera Corporation May 2014 - April 2015
State Street 2007 - 2011
CVS Caremark Corporation 2005 - 2006
Bank of America 2004 - 2005
Fleet Bank 2001 - 2004
Liberty Funds Group 2000 - 2001
Staples 1996 - 1999
Skills
Adobe Creative Suite, InDesign, Illustrator, Photoshop, Adobe Fireworks, Dreamweaver, JavaScript, jQuery, Wordpress, Proofreading, Project Management, Microsoft Word, Microsoft Excel, Logo Design, WordPress, Web Design, Marketing
Education
Boston University Center for Digital Imaging Arts 2012 — 2012
Graphic & Web Design Certificate, Graphic Design
Bridgewater State College 1982 — 1986
Bachelor of Science (BS), Management / Marketing, cum laude
Elizabeth Hall Olszewski Elizabeth Hall Olszewski's Liberty Funds Group Experience 2001 - 2002
Job Educational Consultant at Hall Educational Resources, LLC
Industry Primary/Secondary Education
Experience
Hall Educational Resources, LLC 2010 - Present
The TJX Companies 2008 - 2010
Human Resources Consortium 2003 - 2006
Liberty Funds Group 2001 - 2002
Cambria Consulting 1994 - 2001
Skills
Leadership Development, Organizational..., Coaching, Educational Consulting
Education
Boston University 1991 — 1992
Ed.M., Education, Curriculum Design, Assessment, Human Resources
Gettysburg College 1987 — 1991
BA, Sociology
Northfield Mount Hermon School 1984 — 1987
Hall Educational Resources, LLC 2010 - Present
The TJX Companies 2008 - 2010
Human Resources Consortium 2003 - 2006
Liberty Funds Group 2001 - 2002
Cambria Consulting 1994 - 2001
Skills
Leadership Development, Organizational..., Coaching, Educational Consulting
Education
Boston University 1991 — 1992
Ed.M., Education, Curriculum Design, Assessment, Human Resources
Gettysburg College 1987 — 1991
BA, Sociology
Northfield Mount Hermon School 1984 — 1987
Doug Robb's Liberty Funds Group Experience February 1996 - April 2000
Job Financial Advisor, CUSO Financial Services
Industry Financial Services
Experience
CUSO Financial Services, LP / USAlliance Financial May 2012 - Present
Lincoln Financial Group May 2006 - May 2012
Allstate Financial March 2004 - March 2006
Linsco Private Ledger July 2002 - February 2005
Bear Stearns Asset Management June 2000 - June 2002
Liberty Funds Group February 1996 - April 2000
First Citicorp 1995 - 1998
Bankmark November 1993 - January 1996
NFL Europe & Arena Football League February 1991 - August 1993
Skills
Mutual Funds, Series 7, Fixed Annuities, Financial Services, Asset Allocation, Retirement Planning, Finance, Insurance, Retirement, Series 65, Banking, Management, Financial Advisory, Life Insurance, Variable Annuities, Estate Planning, Fiduciary, Mortgage Lending, Equities, CRPC, College Savings Plans, Uniform Combined State..., Investment Management, Series 24, Sales, Asset Managment, Long Term Care Insurance, Investor Relations, Investment Banking, Due Diligence, High Net Worth..., Income, Trading, Financial Planners, Pensions, Institutional Sales, Tactical Asset..., Asset, Wealth Accumulation, Private Equity, Profit Sharing, Bloomberg, 403 b, Universal Life, Derivatives, Stocks, 401k Rollovers, Investment Properties, Sales Operations, Training
Education
Montclair State University 1986 — 1990
BA, Political Science & Public Admi.
CUSO Financial Services, LP / USAlliance Financial May 2012 - Present
Lincoln Financial Group May 2006 - May 2012
Allstate Financial March 2004 - March 2006
Linsco Private Ledger July 2002 - February 2005
Bear Stearns Asset Management June 2000 - June 2002
Liberty Funds Group February 1996 - April 2000
First Citicorp 1995 - 1998
Bankmark November 1993 - January 1996
NFL Europe & Arena Football League February 1991 - August 1993
Skills
Mutual Funds, Series 7, Fixed Annuities, Financial Services, Asset Allocation, Retirement Planning, Finance, Insurance, Retirement, Series 65, Banking, Management, Financial Advisory, Life Insurance, Variable Annuities, Estate Planning, Fiduciary, Mortgage Lending, Equities, CRPC, College Savings Plans, Uniform Combined State..., Investment Management, Series 24, Sales, Asset Managment, Long Term Care Insurance, Investor Relations, Investment Banking, Due Diligence, High Net Worth..., Income, Trading, Financial Planners, Pensions, Institutional Sales, Tactical Asset..., Asset, Wealth Accumulation, Private Equity, Profit Sharing, Bloomberg, 403 b, Universal Life, Derivatives, Stocks, 401k Rollovers, Investment Properties, Sales Operations, Training
Education
Montclair State University 1986 — 1990
BA, Political Science & Public Admi.
Dan Inzana's Liberty Funds Group Experience 1999 - 2001
Job Information Technology and Services Consultant and Contractor
Industry Information Technology and Services
Experience
e-Bay Enterprise 2013 - Present
Mobile Software 1999 - Present
Nokia Interactive - Location and Commerce Department 2008 - January 2013
NAVTEQ 2007 - January 2013
Jordan's Furniture 2004 - 2005
Profit Logic 2004 - 2004
Bain Capital 2001 - 2003
Bain Capital 2001 - 2003
Liberty Funds Group 1999 - 2001
Legal Sea Foods 1995 - 1997
Skills
Data Warehousing, SQL, Software Development, Business Intelligence, Data Modeling, Analysis Services, OLAP, ETL, Microstrategy, Data Integration, Data Warehouse..., Oracle, SSIS, Cognos, Dashboard
Education
Boston University
e-Bay Enterprise 2013 - Present
Mobile Software 1999 - Present
Nokia Interactive - Location and Commerce Department 2008 - January 2013
NAVTEQ 2007 - January 2013
Jordan's Furniture 2004 - 2005
Profit Logic 2004 - 2004
Bain Capital 2001 - 2003
Bain Capital 2001 - 2003
Liberty Funds Group 1999 - 2001
Legal Sea Foods 1995 - 1997
Skills
Data Warehousing, SQL, Software Development, Business Intelligence, Data Modeling, Analysis Services, OLAP, ETL, Microstrategy, Data Integration, Data Warehouse..., Oracle, SSIS, Cognos, Dashboard
Education
Boston University
Suzan Barron's Liberty Funds Group Experience June 1998 - June 2001
Job SVP & Sr Counsel at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2005 - Present
Old Mutual Asset Management July 2001 - July 2005
Liberty Funds Group June 1998 - June 2001
Manulife Financial April 1997 - June 1998
Signature Financial Group March 1993 - October 1996
The Boston Company November 1986 - March 1993
Skills
Mutual Funds, Financial Services, Corporate Law, Securities, Risk Management, Due Diligence, Asset Managment, ETFs, Investment Management, Investment Company Act, Fund Administration, Investment Advisers Act, Asset Management, Securities Regulation, Corporate Governance
Education
Suffolk University Law School 1991 — 1995
JD, Law
Fordham University 1982 — 1986
BA, History
Archbishop Williams High School
High School
Brown Brothers Harriman November 2005 - Present
Old Mutual Asset Management July 2001 - July 2005
Liberty Funds Group June 1998 - June 2001
Manulife Financial April 1997 - June 1998
Signature Financial Group March 1993 - October 1996
The Boston Company November 1986 - March 1993
Skills
Mutual Funds, Financial Services, Corporate Law, Securities, Risk Management, Due Diligence, Asset Managment, ETFs, Investment Management, Investment Company Act, Fund Administration, Investment Advisers Act, Asset Management, Securities Regulation, Corporate Governance
Education
Suffolk University Law School 1991 — 1995
JD, Law
Fordham University 1982 — 1986
BA, History
Archbishop Williams High School
High School
Elizabeth Triantos's Liberty Funds Group Experience August 2000 - February 2002
Job Physician Benefits Program Manager
Industry Human Resources
Experience
Brigham and Women's Physician's Organization June 2002 - Present
Liberty Funds Group August 2000 - February 2002
Skills
Benefits Administration, HRIS, Employee Benefits, Deferred Compensation, Employee Relations, FMLA, Customer Service, Onboarding, Leadership, Healthcare, Recruiting, PeopleSoft, Human Resources, Applicant Tracking..., College Recruiting, New Hire Orientations, Performance Management, Interviews, Succession Planning, Personnel Management, Employee Engagement, Organizational..., ADP Payroll, Talent Management, Hiring, Policy, Workers Compensation, Employment Law, Open Enrollment, Labor Relations
Education
Northeastern University 1995 — 2000
BS, Psychology, HR
Brigham and Women's Physician's Organization June 2002 - Present
Liberty Funds Group August 2000 - February 2002
Skills
Benefits Administration, HRIS, Employee Benefits, Deferred Compensation, Employee Relations, FMLA, Customer Service, Onboarding, Leadership, Healthcare, Recruiting, PeopleSoft, Human Resources, Applicant Tracking..., College Recruiting, New Hire Orientations, Performance Management, Interviews, Succession Planning, Personnel Management, Employee Engagement, Organizational..., ADP Payroll, Talent Management, Hiring, Policy, Workers Compensation, Employment Law, Open Enrollment, Labor Relations
Education
Northeastern University 1995 — 2000
BS, Psychology, HR
Kristie Bolton's Liberty Funds Group Experience 1998 - 2001
Job Finance Assistant at Town of York
Industry Government Administration
Experience
Town of York June 2014 - Present
Richardson & Associates 2009 - June 2014
Berry, Dunn, McNeil & Parker 2001 - 2005
Liberty Funds Group 1998 - 2001
Skills
General Ledger, Bank Reconciliation, Budgets, QuickBooks, Microsoft Office, Customer Service, Journal Entries, Microsoft Excel
Education
UMass Lowell
Accounting
Town of York June 2014 - Present
Richardson & Associates 2009 - June 2014
Berry, Dunn, McNeil & Parker 2001 - 2005
Liberty Funds Group 1998 - 2001
Skills
General Ledger, Bank Reconciliation, Budgets, QuickBooks, Microsoft Office, Customer Service, Journal Entries, Microsoft Excel
Education
UMass Lowell
Accounting
David Plante MSF's Liberty Funds Group Experience 2000 - 2000
Job Director of Performance Reporting & Data Reconciliation at Commonwealth
Industry Financial Services
Experience
Commonwealth Financial Network October 2011 - Present
Citisoft May 2011 - September 2011
Thomson Reuters September 2008 - May 2011
Orbis Solutions November 2007 - September 2008
iX Partners February 2006 - November 2007
Grantham, Mayo, Van Otterloo & Co LLC 2005 - 2006
Eagle Investment Systems 2003 - 2005
Venture Financial Services Group 2001 - 2003
CitiStreet 2000 - 2001
Liberty Funds Group 2000 - 2000
Skills
Operations Management, Back Office, Performance Analysis, Performance Measurement, Performance Attribution, Risk Analysis, Operational Risk..., Software Project..., Project Implementation, Program Management, Outsourcing, IT Outsourcing, Outsourcing Management, Data Warehousing, Relational Databases, SQL Server, Oracle SQL, SQL, Business Analysis, Business Strategy, Business Requirements, Marketing Strategy, Strategic Planning, Budget Management, Budgeting, RFP preparation, RFP, Contract Negotiation, SLA, Vendor Management, Third Parties, Offshore Resource..., Quality Assurance, Test Planning, Sales Support, SAS70, SaaS, Client Service, Client Relationship..., Project Finance, Professional Services, Management Consulting, Talent Management, Career Development, Procedure Development, Procedure Analysis, Functional..., Asset Managment, Equities, SSAE16
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science in Finance, MSF
University of Massachusetts Lowell 1982 — 1990
BSBA, Finance and Marketing
Bishop Guertin HS 1978 — 1982
Commonwealth Financial Network October 2011 - Present
Citisoft May 2011 - September 2011
Thomson Reuters September 2008 - May 2011
Orbis Solutions November 2007 - September 2008
iX Partners February 2006 - November 2007
Grantham, Mayo, Van Otterloo & Co LLC 2005 - 2006
Eagle Investment Systems 2003 - 2005
Venture Financial Services Group 2001 - 2003
CitiStreet 2000 - 2001
Liberty Funds Group 2000 - 2000
Skills
Operations Management, Back Office, Performance Analysis, Performance Measurement, Performance Attribution, Risk Analysis, Operational Risk..., Software Project..., Project Implementation, Program Management, Outsourcing, IT Outsourcing, Outsourcing Management, Data Warehousing, Relational Databases, SQL Server, Oracle SQL, SQL, Business Analysis, Business Strategy, Business Requirements, Marketing Strategy, Strategic Planning, Budget Management, Budgeting, RFP preparation, RFP, Contract Negotiation, SLA, Vendor Management, Third Parties, Offshore Resource..., Quality Assurance, Test Planning, Sales Support, SAS70, SaaS, Client Service, Client Relationship..., Project Finance, Professional Services, Management Consulting, Talent Management, Career Development, Procedure Development, Procedure Analysis, Functional..., Asset Managment, Equities, SSAE16
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science in Finance, MSF
University of Massachusetts Lowell 1982 — 1990
BSBA, Finance and Marketing
Bishop Guertin HS 1978 — 1982
Frank Reilly, MBA, PMP Frank Reilly, MBA, PMP's Liberty Funds Group Experience July 1997 - November 2000
Job Director of Project Management at Strategic Solutions Group
Industry Information Technology and Services
Experience
Strategic Solutions Group March 2009 - Present
Wrentham Youth Soccer (Volunteer) 2005 - 2014
State Street March 2008 - March 2009
Brown Brothers Harriman (BBH) November 2006 - March 2008
State Street November 2003 - November 2006
State Street November 2000 - November 2003
Liberty Funds Group July 1997 - November 2000
Expo Registration August 1996 - June 1997
Putnam Investments September 1994 - August 1996
Massachusetts Army National Guard August 1985 - October 1994
Skills
Requirements Analysis, Integration, PMP, Software Documentation, Project Management, Analysis, Management, Leadership, SDLC, Business Analysis, Vendor Management, Visio, Software Project..., Requirements Gathering, PMO, Financial Services, Test Planning, Process Improvement, MS Project, Relationship Management, Program Management, Databases, Training, Business Process..., User Acceptance Testing, Middle Office, Global Custody, Equities, Budgets, Strategic Planning, Fund Accounting, Team Building, Fixed Income, Risk Management, Investments, Mutual Funds, Cross-functional Team..., Quality Assurance, SharePoint, Business Requirements
Education
Babson College 1996 — 2003
M.B.A.Olin Graduate School, Business
University of Massachusetts, Amherst 1985 — 1989
BA, History
Xaverian Brothers 1985 — 1989
HS Diploma, HS Diploma
Strategic Solutions Group March 2009 - Present
Wrentham Youth Soccer (Volunteer) 2005 - 2014
State Street March 2008 - March 2009
Brown Brothers Harriman (BBH) November 2006 - March 2008
State Street November 2003 - November 2006
State Street November 2000 - November 2003
Liberty Funds Group July 1997 - November 2000
Expo Registration August 1996 - June 1997
Putnam Investments September 1994 - August 1996
Massachusetts Army National Guard August 1985 - October 1994
Skills
Requirements Analysis, Integration, PMP, Software Documentation, Project Management, Analysis, Management, Leadership, SDLC, Business Analysis, Vendor Management, Visio, Software Project..., Requirements Gathering, PMO, Financial Services, Test Planning, Process Improvement, MS Project, Relationship Management, Program Management, Databases, Training, Business Process..., User Acceptance Testing, Middle Office, Global Custody, Equities, Budgets, Strategic Planning, Fund Accounting, Team Building, Fixed Income, Risk Management, Investments, Mutual Funds, Cross-functional Team..., Quality Assurance, SharePoint, Business Requirements
Education
Babson College 1996 — 2003
M.B.A.Olin Graduate School, Business
University of Massachusetts, Amherst 1985 — 1989
BA, History
Xaverian Brothers 1985 — 1989
HS Diploma, HS Diploma
Peter Wiley, CFA Peter Wiley, CFA's Liberty Funds Group Experience March 1999 - December 2001
Job Managing Director at West Branch Capital LLC
Industry Financial Services
Experience
West Branch Capital LLC September 2013 - Present
Blaine Capital Advisors LLC March 2011 - August 2013
Pioneer Investments June 2006 - February 2011
Trove Partners, LLC June 2002 - June 2006
Liberty Funds Group March 1999 - December 2001
State Street Global Advisors April 1997 - March 1999
Liberty Funds Group August 1992 - April 1997
State Street Bank March 1992 - August 1992
MIT Lincoln Laboratory September 1988 - March 1992
Skills
Statistics, Portfolio Management, Investment Strategies, Hedge Funds, Equities, Quantitative Analysis, Quantitative Research, Quantitative Modeling, Portfolio Optimization, Statistical Modeling, Model Portfolios, Mutual Funds, Institutional Investors, Alternative Investments, Investments, Investment Management, Securities, Equity Research, Bloomberg, Asset Managment, Quantitative Finance, Stock Picking, Financial Services, R, Financial Modeling, Wealth Management, Mergers & Acquisitions, Institutional..., Strategic Financial..., Quantitative Analytics, Finance, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MS, Finance
The Ohio State University 1986 — 1988
MS, Computer Science
University of Notre Dame 1982 — 1986
BS, Preprofessional Studies and Information Science
West Branch Capital LLC September 2013 - Present
Blaine Capital Advisors LLC March 2011 - August 2013
Pioneer Investments June 2006 - February 2011
Trove Partners, LLC June 2002 - June 2006
Liberty Funds Group March 1999 - December 2001
State Street Global Advisors April 1997 - March 1999
Liberty Funds Group August 1992 - April 1997
State Street Bank March 1992 - August 1992
MIT Lincoln Laboratory September 1988 - March 1992
Skills
Statistics, Portfolio Management, Investment Strategies, Hedge Funds, Equities, Quantitative Analysis, Quantitative Research, Quantitative Modeling, Portfolio Optimization, Statistical Modeling, Model Portfolios, Mutual Funds, Institutional Investors, Alternative Investments, Investments, Investment Management, Securities, Equity Research, Bloomberg, Asset Managment, Quantitative Finance, Stock Picking, Financial Services, R, Financial Modeling, Wealth Management, Mergers & Acquisitions, Institutional..., Strategic Financial..., Quantitative Analytics, Finance, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MS, Finance
The Ohio State University 1986 — 1988
MS, Computer Science
University of Notre Dame 1982 — 1986
BS, Preprofessional Studies and Information Science
Gina MacDonald's Liberty Funds Group Experience May 2000 - September 2000
Job Business Development Coordinator at Freedom Village Retirement Community
Industry Public Relations and Communications
Experience
Freedom Village Retirement Community June 2013 - Present
Home Instead Senior Care October 2011 - June 2013
The Hartford- Investment Products Division February 2001 - July 2009
Liberty Funds Group May 2000 - September 2000
Financial Institutions Division March 1999 - May 2000
PLANCO Financial Services January 1990 - May 2000
Insurance Company Interface Group January 1996 - March 1999
Insurance Company Interface Group January 1993 - January 1996
The Hartford June 1991 - January 1993
PLANCO April 1990 - June 1991
Skills
Series 6, Mutual Funds, Series 63, Health Insurance, Sales, Marketing, Account Management, Training, Sales Operations, Strategy, Financial Services, Business Planning, Employee Benefits, Budgets, Business Development, Fixed Annuities, Analysis, Negotiation, Insurance, Banking, Investments
Education
Rosemont College 1994 — 2000
Bachelor of Science, Business Administration
Rosemont College
Bachelor of Business Administration (B.B.A.)
Freedom Village Retirement Community June 2013 - Present
Home Instead Senior Care October 2011 - June 2013
The Hartford- Investment Products Division February 2001 - July 2009
Liberty Funds Group May 2000 - September 2000
Financial Institutions Division March 1999 - May 2000
PLANCO Financial Services January 1990 - May 2000
Insurance Company Interface Group January 1996 - March 1999
Insurance Company Interface Group January 1993 - January 1996
The Hartford June 1991 - January 1993
PLANCO April 1990 - June 1991
Skills
Series 6, Mutual Funds, Series 63, Health Insurance, Sales, Marketing, Account Management, Training, Sales Operations, Strategy, Financial Services, Business Planning, Employee Benefits, Budgets, Business Development, Fixed Annuities, Analysis, Negotiation, Insurance, Banking, Investments
Education
Rosemont College 1994 — 2000
Bachelor of Science, Business Administration
Rosemont College
Bachelor of Business Administration (B.B.A.)
Christopher Null's Liberty Funds Group Experience May 2005 - May 2006
Job Enterprise Training and Compliance Consultant with 360training.com
Industry Publishing
Experience
360training.com November 2013 - Present
Whitaker Medical January 2013 - October 2013
W Hotel - Towne Park valet February 2012 - February 2013
Sheshunoff Information Services June 2008 - January 2013
SportsCenter June 2007 - April 2008
Mayor's Fitness Council 2007 - 2008
Liberty Funds Group May 2005 - May 2006
Rapid PCB Development, LLC December 2000 - May 2005
Austin Lube & More 1997 - 1999
Skills
Customer Relations, Research, Banking, Cold Calling, Account Management, Negotiation, Customer Service, Proposal Writing, Contract Negotiation, Microsoft Office, Public Relations, Sales, Management, Marketing, Human Resources, Customer Satisfaction, Time Management, Recruiting, PowerPoint, Training, Salesforce.com, CRM, Direct Sales
Education
Texas State University 1985 — 1988
International Relations
360training.com November 2013 - Present
Whitaker Medical January 2013 - October 2013
W Hotel - Towne Park valet February 2012 - February 2013
Sheshunoff Information Services June 2008 - January 2013
SportsCenter June 2007 - April 2008
Mayor's Fitness Council 2007 - 2008
Liberty Funds Group May 2005 - May 2006
Rapid PCB Development, LLC December 2000 - May 2005
Austin Lube & More 1997 - 1999
Skills
Customer Relations, Research, Banking, Cold Calling, Account Management, Negotiation, Customer Service, Proposal Writing, Contract Negotiation, Microsoft Office, Public Relations, Sales, Management, Marketing, Human Resources, Customer Satisfaction, Time Management, Recruiting, PowerPoint, Training, Salesforce.com, CRM, Direct Sales
Education
Texas State University 1985 — 1988
International Relations
C.J. Eaton C.J. Eaton's Liberty Funds Group Experience December 1998 - August 2001
Job Labor and Employment Attorney at Seyfarth Shaw LLP
Industry Law Practice
Experience
Seyfarth Shaw LLP 2005 - Present
Liberty Funds Group December 1998 - August 2001
Skills
Litigation, Employment Law, Class Actions, Defense, Discrimination, Wage and Hour, Commercial Litigation
Education
Georgetown University Law Center 2001 — 2004
J.D.
Brown University 1994 — 1998
A.B., Biology, Organizational Behavior and Management
Webb 1990 — 1994
Seyfarth Shaw LLP 2005 - Present
Liberty Funds Group December 1998 - August 2001
Skills
Litigation, Employment Law, Class Actions, Defense, Discrimination, Wage and Hour, Commercial Litigation
Education
Georgetown University Law Center 2001 — 2004
J.D.
Brown University 1994 — 1998
A.B., Biology, Organizational Behavior and Management
Webb 1990 — 1994
Joe Archer's Liberty Funds Group Experience 1985 - 2000
Job Director, IT at Victorville Community Hospital
Industry Financial Services
Experience
Victorville Community Hospital January 2009 - Present
Avalon Properties May 2002 - January 2009
Merrill Lynch September 2000 - May 2002
Liberty Financial 1985 - 2000
Liberty Funds Group 1985 - 2000
Columbia Management Group/Liberty Fund Services/Bank of America 1985 - 2000
Colonial Management Associates 1985 - 2000
Education
Indiana University—Purdue University Fort Wayne 1971 — 1974
Victorville Community Hospital January 2009 - Present
Avalon Properties May 2002 - January 2009
Merrill Lynch September 2000 - May 2002
Liberty Financial 1985 - 2000
Liberty Funds Group 1985 - 2000
Columbia Management Group/Liberty Fund Services/Bank of America 1985 - 2000
Colonial Management Associates 1985 - 2000
Education
Indiana University—Purdue University Fort Wayne 1971 — 1974
Rob Cibotti's Liberty Funds Group Experience 2000 - 2001
Job Client Service Director at WealthTouch, Inc.
Industry Investment Management
Experience
WealthTouch, Inc. December 2012 - Present
Fidelity June 2006 - December 2012
Investors Bank & Trust 2001 - 2006
Liberty Funds Group 2000 - 2001
Lipper, A Thomson Reuters Company 1997 - 2000
Skills
Mutual Funds, Performance Attribution, Asset Management, Alternative Investments, Equities, Securities, Investments, Fixed Income, Bloomberg, Investment Management, ETFs, Financial Markets, Financial Services, Hedge Funds
Education
Trinity College-Hartford 1993 — 1997
Bachelor of Science (BSc), Economics
Trinity College-Hartford 1993 — 1997
BA, Economics
WealthTouch, Inc. December 2012 - Present
Fidelity June 2006 - December 2012
Investors Bank & Trust 2001 - 2006
Liberty Funds Group 2000 - 2001
Lipper, A Thomson Reuters Company 1997 - 2000
Skills
Mutual Funds, Performance Attribution, Asset Management, Alternative Investments, Equities, Securities, Investments, Fixed Income, Bloomberg, Investment Management, ETFs, Financial Markets, Financial Services, Hedge Funds
Education
Trinity College-Hartford 1993 — 1997
Bachelor of Science (BSc), Economics
Trinity College-Hartford 1993 — 1997
BA, Economics
LaJeune Austin's Liberty Funds Group Experience 1994 - 1998
Job Senior Director, Compliance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
TIAA-CREF February 1998 - Present
Liberty Funds Group 1994 - 1998
Fiserv Investment Support Services 1989 - 1994
Skills
Project Management, Leadership Development, Financial Services, Securities, Series 7, Mutual Funds, Process Improvement, Investments, Risk Management, Series 63, Program Management, Asset Management
Education
University of Colorado Denver 2001 — 2003
Masters of Science, Technical Communication
Wharton School, University of Pennsylvania
FINRA Certified Regulatory and Compliance Professional
TIAA-CREF 2013 - Present
TIAA-CREF February 1998 - Present
Liberty Funds Group 1994 - 1998
Fiserv Investment Support Services 1989 - 1994
Skills
Project Management, Leadership Development, Financial Services, Securities, Series 7, Mutual Funds, Process Improvement, Investments, Risk Management, Series 63, Program Management, Asset Management
Education
University of Colorado Denver 2001 — 2003
Masters of Science, Technical Communication
Wharton School, University of Pennsylvania
FINRA Certified Regulatory and Compliance Professional
Paula Regan's Liberty Funds Group Experience July 1997 - January 2000
Job IT Project Director at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services November 2013 - Present
John Hancock Financial Services April 2005 - October 2012
John Hancock Financial Services October 2000 - March 2005
Thomson Reuters January 2000 - October 2000
Liberty Funds Group July 1997 - January 2000
Fidelity Investments September 1991 - July 1997
Skills
Business Analysis, Customer Service, SQL Server, Integration, Management, Vendor Management, Process Improvement, Access, Software Documentation, Analysis, Business Process, Testing, Software Project...
Education
Newbury College 1988 — 1992
Associate of Science, Interior Design, Honors Graduate
John Hancock Financial Services November 2013 - Present
John Hancock Financial Services April 2005 - October 2012
John Hancock Financial Services October 2000 - March 2005
Thomson Reuters January 2000 - October 2000
Liberty Funds Group July 1997 - January 2000
Fidelity Investments September 1991 - July 1997
Skills
Business Analysis, Customer Service, SQL Server, Integration, Management, Vendor Management, Process Improvement, Access, Software Documentation, Analysis, Business Process, Testing, Software Project...
Education
Newbury College 1988 — 1992
Associate of Science, Interior Design, Honors Graduate
Sean Albertson's Liberty Funds Group Experience March 1996 - August 2003
Job Director, Customer Retention at WOW! Internet, Cable & Phone
Industry Internet
Experience
WOW! Internet, Cable & Phone April 2015 - Present
WildBlue Communications / ViaSat May 2006 - April 2015
T-Mobile December 2003 - May 2006
Liberty Funds Group March 1996 - August 2003
Simmers Capital Management Corp. 1995 - 1996
Skills
SaaS, Customer Service, Financial Analysis, Start-ups, Mergers, Business Planning, Process Improvement, Call Center, CRM, Sales, Customer Retention, Business Analysis, Cross-functional Team..., Project Management, Team Leadership, Customer Satisfaction, Vendor Management, Leadership, Team Building, Customer Experience, Call Centers, Strategic Planning, Account Management, Management, Strategy, Program Management
Education
University of Colorado Denver 1998 — 2001
Master of Science, Finance
Baylor University 1989 — 1994
BBA, Management/Marketing
WOW! Internet, Cable & Phone April 2015 - Present
WildBlue Communications / ViaSat May 2006 - April 2015
T-Mobile December 2003 - May 2006
Liberty Funds Group March 1996 - August 2003
Simmers Capital Management Corp. 1995 - 1996
Skills
SaaS, Customer Service, Financial Analysis, Start-ups, Mergers, Business Planning, Process Improvement, Call Center, CRM, Sales, Customer Retention, Business Analysis, Cross-functional Team..., Project Management, Team Leadership, Customer Satisfaction, Vendor Management, Leadership, Team Building, Customer Experience, Call Centers, Strategic Planning, Account Management, Management, Strategy, Program Management
Education
University of Colorado Denver 1998 — 2001
Master of Science, Finance
Baylor University 1989 — 1994
BBA, Management/Marketing
Meera Subramanian's Liberty Funds Group Experience 1997 - 1999
Job Program Manager at The MathWorks
Industry Information Technology and Services
Experience
The MathWorks January 2013 - Present
Kronos June 2011 - December 2012
HummingBytes November 2010 - July 2011
Fidelity January 2007 - May 2009
American Student Assistance September 1999 - January 2007
Liberty Funds Group 1997 - 1999
Tata Unisys 1993 - 1996
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Requirements Gathering, Waterfall, Business Analysis, Scrum, Agile Project Management, Project Portfolio..., Business Requirements, PMO, Program Management, Project Management, Database Design, Management, Business Intelligence, Enterprise Software, Software Development, Data Warehousing, SOA, ETL, Integration, Enterprise Architecture, Leadership
Education
VJTI 1993 — 1996
MCA
The MathWorks January 2013 - Present
Kronos June 2011 - December 2012
HummingBytes November 2010 - July 2011
Fidelity January 2007 - May 2009
American Student Assistance September 1999 - January 2007
Liberty Funds Group 1997 - 1999
Tata Unisys 1993 - 1996
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Requirements Gathering, Waterfall, Business Analysis, Scrum, Agile Project Management, Project Portfolio..., Business Requirements, PMO, Program Management, Project Management, Database Design, Management, Business Intelligence, Enterprise Software, Software Development, Data Warehousing, SOA, ETL, Integration, Enterprise Architecture, Leadership
Education
VJTI 1993 — 1996
MCA
Joe Feloney, CAIA, CIMA's Liberty Funds Group Experience 1995 - 2001
Job Senior Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Management September 1986 - Present
Liberty Funds 1995 - 2003
Liberty Funds Group 1995 - 2001
Education
Northeastern University 1981 — 1986
BS, Accounting/Finance
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Columbia Management September 1986 - Present
Liberty Funds 1995 - 2003
Liberty Funds Group 1995 - 2001
Education
Northeastern University 1981 — 1986
BS, Accounting/Finance
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Anne Keys's Liberty Funds Group Experience August 1996 - November 2001
Job Experienced Project Manager and Sr. Business Analyst
Industry Financial Services
Experience
Cutter Associates October 2006 - Present
Bisys Hedge Fund Services September 2005 - July 2006
Bank of America April 2004 - October 2004
Fleet Bank November 2001 - April 2004
Columbia Management Group 2002 - 2004
Liberty Funds Group August 1996 - November 2001
Massachusetts Financial Company 1982 - 1996
MFS Investment Management 1982 - 1996
Skills
Investments, Asset Managment, Financial Risk, Software Documentation, Portfolio Management, Risk Management, Vendor Management, Business Analysis, Project Management, Process Improvement, Mutual Funds, Requirements Gathering, Change Management, Fixed Income, Relationship Management, Program Management, Strategy, Trading, Asset Management, Hedge Funds, Investment Management, Project Portfolio...
Education
Southern New Hampshire University 1973 — 1975
AS, Business Administration
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ramsey HS
Cutter Associates October 2006 - Present
Bisys Hedge Fund Services September 2005 - July 2006
Bank of America April 2004 - October 2004
Fleet Bank November 2001 - April 2004
Columbia Management Group 2002 - 2004
Liberty Funds Group August 1996 - November 2001
Massachusetts Financial Company 1982 - 1996
MFS Investment Management 1982 - 1996
Skills
Investments, Asset Managment, Financial Risk, Software Documentation, Portfolio Management, Risk Management, Vendor Management, Business Analysis, Project Management, Process Improvement, Mutual Funds, Requirements Gathering, Change Management, Fixed Income, Relationship Management, Program Management, Strategy, Trading, Asset Management, Hedge Funds, Investment Management, Project Portfolio...
Education
Southern New Hampshire University 1973 — 1975
AS, Business Administration
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ramsey HS
Jeannine Salcedo's Liberty Funds Group Experience 1999 - 2000
Job Marketing Professional
Industry Financial Services
Experience
Bank of America March 2011 - June 2015
The Hartford 2008 - 2011
MFS Investment Management 2007 - 2008
Fidelity 2006 - 2007
Wachovia Retirement Services 2002 - 2006
Capital Search Group 2000 - 2001
Liberty Funds Group 1999 - 2000
Putnam Investments 1992 - 1999
Skills
Financial Services, Marketing Communications, Corporate Branding, Project Management, Marketing, Direct Mail, Marketing Strategy, CRM, Marketing Management, Digital Marketing, Product Marketing, Social Media Marketing, Integrated Marketing, Market Research, Email Marketing
Education
Bridgewater State University 1984 — 1988
Bank of America March 2011 - June 2015
The Hartford 2008 - 2011
MFS Investment Management 2007 - 2008
Fidelity 2006 - 2007
Wachovia Retirement Services 2002 - 2006
Capital Search Group 2000 - 2001
Liberty Funds Group 1999 - 2000
Putnam Investments 1992 - 1999
Skills
Financial Services, Marketing Communications, Corporate Branding, Project Management, Marketing, Direct Mail, Marketing Strategy, CRM, Marketing Management, Digital Marketing, Product Marketing, Social Media Marketing, Integrated Marketing, Market Research, Email Marketing
Education
Bridgewater State University 1984 — 1988
Nicholas Stelter's Liberty Funds Group Experience January 2010 - December 2010
Job Web Developer
Industry Computer Software
Experience
The Sportsfactory 2012 - Present
Recent Dev Bootcamp Graduate March 2015 - Present
Mager Scientific September 2011 - December 2014
TransUnion Healthcare January 2011 - August 2011
Liberty Funds Group January 2010 - December 2010
Skills
Investments, Loans, Commercial Lending, Ruby, Ruby on Rails, JavaScript, jQuery, AJAX, Git, Github, HTML5, Sinatra, ActiveRecord
Education
Dev Bootcamp 2015 — 2015
Michigan State University - The Eli Broad College of Business 2003 — 2007
Bachelor's degree, Accounting and Finance
The Sportsfactory 2012 - Present
Recent Dev Bootcamp Graduate March 2015 - Present
Mager Scientific September 2011 - December 2014
TransUnion Healthcare January 2011 - August 2011
Liberty Funds Group January 2010 - December 2010
Skills
Investments, Loans, Commercial Lending, Ruby, Ruby on Rails, JavaScript, jQuery, AJAX, Git, Github, HTML5, Sinatra, ActiveRecord
Education
Dev Bootcamp 2015 — 2015
Michigan State University - The Eli Broad College of Business 2003 — 2007
Bachelor's degree, Accounting and Finance
Jane Cooper-Driver's Liberty Funds Group Experience February 2001 - November 2005
Job Talent Development Consultant
Industry Retail
Experience
Via Nova Consulting February 2012 - Present
Isis Parenting February 2012 - January 2014
Talbots May 2011 - February 2012
Talbots November 2009 - April 2011
Talbots February 2007 - December 2009
J Driver Consulting November 2005 - February 2007
Liberty Funds Group February 2001 - November 2005
Liberty Funds Group 1995 - 2001
Skills
Organizational..., Leadership Development, Performance Management, Succession Planning, Orientation Programs, Business Coaching, Executive Coaching, Sales Leadership..., Public Speaking, Strategy, Organizational..., Team Building, Employee Engagement, Workshop Facilitation, Retail, Leadership, HRIS, Talent Management, Human Resources, Career Development, Training, Project Management, Personnel Management, Management, Interviews, Coaching, Customer Satisfaction, Onboarding, Organizational Design, Employee Training, Store Management, 360 Feedback, Program Management, E-Learning, Customer Service, Public Relations, Marketing, Sales, Nonprofits
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2013
Completed Coursework Towards MBA
The London School of Economics and Political Science (LSE) 1993 — 1994
MSc, Social Psychology
Boston University 1986 — 1990
BA, Psychology
Via Nova Consulting February 2012 - Present
Isis Parenting February 2012 - January 2014
Talbots May 2011 - February 2012
Talbots November 2009 - April 2011
Talbots February 2007 - December 2009
J Driver Consulting November 2005 - February 2007
Liberty Funds Group February 2001 - November 2005
Liberty Funds Group 1995 - 2001
Skills
Organizational..., Leadership Development, Performance Management, Succession Planning, Orientation Programs, Business Coaching, Executive Coaching, Sales Leadership..., Public Speaking, Strategy, Organizational..., Team Building, Employee Engagement, Workshop Facilitation, Retail, Leadership, HRIS, Talent Management, Human Resources, Career Development, Training, Project Management, Personnel Management, Management, Interviews, Coaching, Customer Satisfaction, Onboarding, Organizational Design, Employee Training, Store Management, 360 Feedback, Program Management, E-Learning, Customer Service, Public Relations, Marketing, Sales, Nonprofits
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2013
Completed Coursework Towards MBA
The London School of Economics and Political Science (LSE) 1993 — 1994
MSc, Social Psychology
Boston University 1986 — 1990
BA, Psychology
David Gard's Liberty Funds Group Experience February 1985 - May 2002
Job Former computer systems engineer, current horticulturist
Industry Retail
Experience
Winston Flowers and Garden June 2009 - Present
NOAA: Stellwagen Bank National Marine Sanctuary January 2009 - December 2009
Mahoney's Garden Centers April 2003 - January 2008
Liberty Funds Group February 1985 - May 2002
Skills
Windows Server, Customer Service
Education
Swarthmore College 1973 — 1979
B.A., Music, Engineering
Winston Flowers and Garden June 2009 - Present
NOAA: Stellwagen Bank National Marine Sanctuary January 2009 - December 2009
Mahoney's Garden Centers April 2003 - January 2008
Liberty Funds Group February 1985 - May 2002
Skills
Windows Server, Customer Service
Education
Swarthmore College 1973 — 1979
B.A., Music, Engineering
Liz Clapp's Liberty Funds Group Experience 1997 - 2002
Job Head of Retail Sales at Fred Alger
Industry Financial Services
Experience
Fred Alger and Company & Co., Inc. 2008 - Present
Evergreen Investments November 2007 - August 2008
Alger 2008 - 2008
DWS Scudder 2002 - 2007
Liberty Funds 1997 - 2002
Liberty Funds Group 1997 - 2002
Colonial Mutual Funds 1985 - 2002
Liberty Funds/ Columbia Management 1985 - 2002
Skills
Mutual Funds, Investments, Asset Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Securities, Financial Services
Education
Merrimack College 1981 — 1985
Bachelor's degree, Business Administration and Management, General
Fred Alger and Company & Co., Inc. 2008 - Present
Evergreen Investments November 2007 - August 2008
Alger 2008 - 2008
DWS Scudder 2002 - 2007
Liberty Funds 1997 - 2002
Liberty Funds Group 1997 - 2002
Colonial Mutual Funds 1985 - 2002
Liberty Funds/ Columbia Management 1985 - 2002
Skills
Mutual Funds, Investments, Asset Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Securities, Financial Services
Education
Merrimack College 1981 — 1985
Bachelor's degree, Business Administration and Management, General
Heidi Noce's Liberty Funds Group Experience January 1994 - July 2000
Job Educator at Boston Public Schools
Industry Education Management
Experience
Boston Public Schools Senior Project ManagerCDC Ixis Asset Management GroupJuly 2000 - May 2002
Liberty Funds Group January 1994 - July 2000
Education
University of Massachusetts Boston 2003 — 2004
Masters, Education, Education
Suffolk University 1992 — 1994
Masters, Communications
Suffolk University 1988 — 1992
Bachelors, Political Science
Boston Public Schools Senior Project ManagerCDC Ixis Asset Management GroupJuly 2000 - May 2002
Liberty Funds Group January 1994 - July 2000
Education
University of Massachusetts Boston 2003 — 2004
Masters, Education, Education
Suffolk University 1992 — 1994
Masters, Communications
Suffolk University 1988 — 1992
Bachelors, Political Science
Karen Arenz's Liberty Funds Group Experience October 2009 - Present
Job at Liberty Funds Group
Industry Financial Services
Experience
Liberty Funds Group October 2009 - Present
Prudential Prairie Path Realtors April 2004 - October 2008
Draper and Kramer Mortgage Corporation January 2006 - September 2007
Northern Trust March 1999 - June 1999
Royal Bank of Canada September 1995 - March 1999
Stein Roe & Farnham 1987 - 1993
Skills
Client Relations, Account Servicing, Relationship Management, Financial Analysis, Portfolio Management, Investments, Mortgage Lending, Fixed Income, Credit, Loans, Management, Finance, Sales, Marketing, Financial Risk, Strategy, Trading, Investment Management, Cash Management, Marketing Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Business
Northern Illinois University 1983 — 1987
BS, Finance
Liberty Funds Group October 2009 - Present
Prudential Prairie Path Realtors April 2004 - October 2008
Draper and Kramer Mortgage Corporation January 2006 - September 2007
Northern Trust March 1999 - June 1999
Royal Bank of Canada September 1995 - March 1999
Stein Roe & Farnham 1987 - 1993
Skills
Client Relations, Account Servicing, Relationship Management, Financial Analysis, Portfolio Management, Investments, Mortgage Lending, Fixed Income, Credit, Loans, Management, Finance, Sales, Marketing, Financial Risk, Strategy, Trading, Investment Management, Cash Management, Marketing Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Business
Northern Illinois University 1983 — 1987
BS, Finance
Raymond A. Coscia's Liberty Funds Group Experience 1997 - 2002
Job Senior Regional Retirement Consultant at Fidelity Investments
Industry Banking
Experience
Fidelity Investments August 2009 - Present
Bank of America March 1996 - September 2010
Bank of America April 2005 - September 2007
Liberty Funds Group 1997 - 2002
Columbia Management 1989 - 1996
Skills
Retirement Planning, Mutual Funds, Retirement, Securities
Education
Stonehill College 1979 — 1983
Bachelor's, Economics
Fidelity Investments August 2009 - Present
Bank of America March 1996 - September 2010
Bank of America April 2005 - September 2007
Liberty Funds Group 1997 - 2002
Columbia Management 1989 - 1996
Skills
Retirement Planning, Mutual Funds, Retirement, Securities
Education
Stonehill College 1979 — 1983
Bachelor's, Economics
Kenneth Hilton's Liberty Funds Group Experience June 1997 - June 2000
Job Senior Consultant / Team Lead at NTT Data Inc.
Industry Information Technology and Services
Experience
NTT Data Canada Inc. October 2010 - Present
Boy Scouts of America September 2003 - October 2010
Carolinas Healthcare System August 2003 - October 2010
Oechsle International Advisors, LLC. June 2000 - August 2002
Liberty Funds Group June 1997 - June 2000
Stream International Inc. June 1996 - June 1997
Canadian Armed Forces September 1979 - June 1996
Skills
Process Improvement, Leadership, Team Building, Leadership Development, Program Management, Change Management, Project Management, Project Planning, Training, Management
Education
Atlantic Computer Institute
Computer Systems - Data Base Design
Nova Scotia Community College
Architectural Drafting and Architectural CAD/CADD
NTT Data Canada Inc. October 2010 - Present
Boy Scouts of America September 2003 - October 2010
Carolinas Healthcare System August 2003 - October 2010
Oechsle International Advisors, LLC. June 2000 - August 2002
Liberty Funds Group June 1997 - June 2000
Stream International Inc. June 1996 - June 1997
Canadian Armed Forces September 1979 - June 1996
Skills
Process Improvement, Leadership, Team Building, Leadership Development, Program Management, Change Management, Project Management, Project Planning, Training, Management
Education
Atlantic Computer Institute
Computer Systems - Data Base Design
Nova Scotia Community College
Architectural Drafting and Architectural CAD/CADD
David Shemligian's Liberty Funds Group Experience 1993 - 1994
Job Property Management
Industry Real Estate
Experience
Self Employed June 2003 - Present
State Street Bank September 1995 - October 2003
Putnam Investments 1994 - 1995
Liberty Funds Group 1993 - 1994
Tufts Health Plan 1992 - 1993
Education
Providence College 1986 — 1990
BA, Sociology
The Rivers School 1982 — 1986
Liberal Arts
Self Employed June 2003 - Present
State Street Bank September 1995 - October 2003
Putnam Investments 1994 - 1995
Liberty Funds Group 1993 - 1994
Tufts Health Plan 1992 - 1993
Education
Providence College 1986 — 1990
BA, Sociology
The Rivers School 1982 — 1986
Liberal Arts
Brenden Morgan's Liberty Funds Group Experience August 1999 - February 2000
Job Senior Manager, Debt & Investments at Regional Transportation District
Industry Government Administration
Experience
Regional Transportation District September 2012 - Present
Jefferson County March 2004 - September 2012
Quantum April 2003 - March 2004
Covad Communications February 2000 - March 2003
Liberty Funds Group August 1999 - February 2000
Skills
Process Improvement, Investments, Accounting, Financial Analysis, Investor Relations, Account Reconciliation, Budgets, Forecasting, Auditing, Analysis, Financial Reporting, Financial Modeling, Finance, Internal Controls, General Ledger, Cash Flow, Management, Team Building, Leadership
Education
Seton Hall University 1997 — 1999
BS Business Administration, Finance
Regional Transportation District September 2012 - Present
Jefferson County March 2004 - September 2012
Quantum April 2003 - March 2004
Covad Communications February 2000 - March 2003
Liberty Funds Group August 1999 - February 2000
Skills
Process Improvement, Investments, Accounting, Financial Analysis, Investor Relations, Account Reconciliation, Budgets, Forecasting, Auditing, Analysis, Financial Reporting, Financial Modeling, Finance, Internal Controls, General Ledger, Cash Flow, Management, Team Building, Leadership
Education
Seton Hall University 1997 — 1999
BS Business Administration, Finance
Adam Winn's Liberty Funds Group Experience 1999 - 2000
Job Vice President at Reading Cooperative Bank
Industry Banking
Experience
Reading Cooperative Bank September 2013 - Present
People's United Bank September 2011 - September 2013
Citizens Bank September 2009 - September 2011
KEYBANK CAPITAL MARKETS December 2007 - June 2009
Bank of America June 2006 - August 2007
Banc of America Securities April 2004 - June 2006
Fleet Securities February 2002 - April 2004
Columbia Management Investment Operations January 2000 - January 2002
Columbia Management Group January 1999 - January 2000
Liberty Funds Group 1999 - 2000
Skills
Cash Flow, Credit, Due Diligence, Banking, Financial Reporting, Customer Relations, Documentation, Portfolio Management, Underwriting, Financial Analysis, Customer Service, Risk Management, Finance, Credit Analysis
Education
Suffolk University - Sawyer School of Management 2000 — 2002
MSF, Finance
University of Colorado Boulder 1993 — 1997
Bachelor's degree, Finance, General
University of Colorado at Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Spring Lake
Reading Cooperative Bank September 2013 - Present
People's United Bank September 2011 - September 2013
Citizens Bank September 2009 - September 2011
KEYBANK CAPITAL MARKETS December 2007 - June 2009
Bank of America June 2006 - August 2007
Banc of America Securities April 2004 - June 2006
Fleet Securities February 2002 - April 2004
Columbia Management Investment Operations January 2000 - January 2002
Columbia Management Group January 1999 - January 2000
Liberty Funds Group 1999 - 2000
Skills
Cash Flow, Credit, Due Diligence, Banking, Financial Reporting, Customer Relations, Documentation, Portfolio Management, Underwriting, Financial Analysis, Customer Service, Risk Management, Finance, Credit Analysis
Education
Suffolk University - Sawyer School of Management 2000 — 2002
MSF, Finance
University of Colorado Boulder 1993 — 1997
Bachelor's degree, Finance, General
University of Colorado at Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Spring Lake
Kara Spaulding's Liberty Funds Group Experience January 1999 - March 2001
Job Director Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments May 2007 - February 2015
Fidelity Investments August 2004 - May 2007
Pioneer Investments April 2004 - July 2004
Columbia Management Group March 2002 - August 2003
Liberty Funds March 2001 - March 2002
Liberty Funds Group January 1999 - March 2001
Fidelity Investments January 1996 - December 1998
Skills
PowerPoint, Account Reconciliation, Business Analysis, Process Improvement, Time Management, Program Management, Analysis, SDLC, Management, Business Process..., Risk Management, Requirements Gathering
Education
Providence College 1991 — 1995
BS, Business Management
Providence College 1991 — 1995
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments March 2015 - Present
Fidelity Investments May 2007 - February 2015
Fidelity Investments August 2004 - May 2007
Pioneer Investments April 2004 - July 2004
Columbia Management Group March 2002 - August 2003
Liberty Funds March 2001 - March 2002
Liberty Funds Group January 1999 - March 2001
Fidelity Investments January 1996 - December 1998
Skills
PowerPoint, Account Reconciliation, Business Analysis, Process Improvement, Time Management, Program Management, Analysis, SDLC, Management, Business Process..., Risk Management, Requirements Gathering
Education
Providence College 1991 — 1995
BS, Business Management
Providence College 1991 — 1995
Bachelor's Degree, Business Administration and Management, General
Ron Grimmel's Liberty Funds Group Experience February 1995 - June 2000
Job DBA/Data Architect at Satuit Technologies
Industry Computer Software
Experience
Satuit Technologies February 2015 - Present
Federal Home Loan Bank of Boston November 2013 - November 2014
Mass General Physicians Org May 2012 - October 2013
The TriZetto Group October 2011 - May 2012
Gurnet Consulting January 2011 - August 2011
Rezolve Group INC November 2010 - January 2011
Xinnovation, Inc February 2008 - May 2010
Open Channel Solutions June 2007 - January 2008
Standish Mellon Asset Management June 2000 - June 2007
Liberty Funds Group February 1995 - June 2000
Skills
Data Warehousing, Microsoft SQL Server, ETL, Databases, SSIS, SQL, Business Intelligence, SSRS, Database Administration, Performance Tuning, Physical Data Modeling, Cognos, T-SQL, Database Design, .NET, SQL Tuning, Dimensional Modeling, Logical Data Modeling, C#, OLAP, Relational Databases, Informatica, SQL Server, Analysis Services, Windows Azure, Powershell
Education
Boston University Metropolitan College 1983 — 1983
Computer Science
Bridgewater State College 1981 — 1983
Mathematics and Computer Science
Massasoit Community College 1978 — 1981
Data Processing
Satuit Technologies February 2015 - Present
Federal Home Loan Bank of Boston November 2013 - November 2014
Mass General Physicians Org May 2012 - October 2013
The TriZetto Group October 2011 - May 2012
Gurnet Consulting January 2011 - August 2011
Rezolve Group INC November 2010 - January 2011
Xinnovation, Inc February 2008 - May 2010
Open Channel Solutions June 2007 - January 2008
Standish Mellon Asset Management June 2000 - June 2007
Liberty Funds Group February 1995 - June 2000
Skills
Data Warehousing, Microsoft SQL Server, ETL, Databases, SSIS, SQL, Business Intelligence, SSRS, Database Administration, Performance Tuning, Physical Data Modeling, Cognos, T-SQL, Database Design, .NET, SQL Tuning, Dimensional Modeling, Logical Data Modeling, C#, OLAP, Relational Databases, Informatica, SQL Server, Analysis Services, Windows Azure, Powershell
Education
Boston University Metropolitan College 1983 — 1983
Computer Science
Bridgewater State College 1981 — 1983
Mathematics and Computer Science
Massasoit Community College 1978 — 1981
Data Processing
John Alban's Liberty Funds Group Experience 2002 - 2004
Job COO at Swank Capital LLC
Industry Financial Services
Experience
Swank Capital LLC April 2010 - Present
Natural Gas Partners October 2007 - December 2009
Spinnerhawk Capital Management March 2005 - July 2007
Liberty Funds Group 2002 - 2004
PRAGMA, Inc. 1990 - 1998
Paine Webber 1985 - 1988
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
Bowdoin College 1981 — 1985
B.A.
Phillips Exeter Academy 1978 — 1981
Swank Capital LLC April 2010 - Present
Natural Gas Partners October 2007 - December 2009
Spinnerhawk Capital Management March 2005 - July 2007
Liberty Funds Group 2002 - 2004
PRAGMA, Inc. 1990 - 1998
Paine Webber 1985 - 1988
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
Bowdoin College 1981 — 1985
B.A.
Phillips Exeter Academy 1978 — 1981
Robert Leveille's Liberty Funds Group Experience January 2001 - September 2002
Job Chief Compliance Officer at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2007 - Present
Putnam Investments June 2004 - March 2007
Bell, Boyd & Lloyd October 2002 - June 2004
Liberty Funds Group January 2001 - September 2002
Ropes & Gray LLP September 1995 - January 2001
Skills
Securities Regulation, FINRA, Mutual Funds, Corporate Governance, Hedge Funds, Corporate Law, Due Diligence, ERISA, Alternative Investments, Asset Managment, Investment Management, Investment Advisers Act, Legal Writing, Investment Advisory, Legal Research, Series 24
Education
Harvard Law School 1992 — 1995
J.D., Law
Duke University 1988 — 1992
A.B., English
King's College London 1990 — 1991
English Language and Literature/Letters
Putnam Investments March 2007 - Present
Putnam Investments June 2004 - March 2007
Bell, Boyd & Lloyd October 2002 - June 2004
Liberty Funds Group January 2001 - September 2002
Ropes & Gray LLP September 1995 - January 2001
Skills
Securities Regulation, FINRA, Mutual Funds, Corporate Governance, Hedge Funds, Corporate Law, Due Diligence, ERISA, Alternative Investments, Asset Managment, Investment Management, Investment Advisers Act, Legal Writing, Investment Advisory, Legal Research, Series 24
Education
Harvard Law School 1992 — 1995
J.D., Law
Duke University 1988 — 1992
A.B., English
King's College London 1990 — 1991
English Language and Literature/Letters
Christopher Weigand - MBA's Liberty Funds Group Experience August 1999 - February 2001
Job Investment Accountant
Industry Investment Management
Experience
Asset Management Company in Farmington, CT November 2008 - Present
MassMutual Financial Group May 2006 - November 2008
Babson Capital Management March 2005 - April 2006
Citigroup May 2004 - March 2005
MassMutual - MML Investors Services, Inc January 2004 - May 2004
Babson Capital, LLC October 2003 - January 2004
Morgan Stanley January 2003 - July 2003
Fidelity Investments February 2001 - September 2002
Liberty Funds Group August 1999 - February 2001
Investors Bank and Trust February 1999 - August 1999
Skills
Investments, Accounting, Derivatives, General Ledger, Insurance, Mutual Funds, Financial Reporting, Excel, Bloomberg, Word, PowerPoint, Access, Microsoft Office, SOX, SAP, Fixed Income, Financial Accounting, Equities, Alternative Investments, Finance, Hedge Funds, Microsoft Excel
Education
University of Connecticut 2005 — 2010
Master of Business Administration, Finance and Management
The University of Connecticut 1994 — 1998
Bachelor of Science, Business Administration; Finance
Asset Management Company in Farmington, CT November 2008 - Present
MassMutual Financial Group May 2006 - November 2008
Babson Capital Management March 2005 - April 2006
Citigroup May 2004 - March 2005
MassMutual - MML Investors Services, Inc January 2004 - May 2004
Babson Capital, LLC October 2003 - January 2004
Morgan Stanley January 2003 - July 2003
Fidelity Investments February 2001 - September 2002
Liberty Funds Group August 1999 - February 2001
Investors Bank and Trust February 1999 - August 1999
Skills
Investments, Accounting, Derivatives, General Ledger, Insurance, Mutual Funds, Financial Reporting, Excel, Bloomberg, Word, PowerPoint, Access, Microsoft Office, SOX, SAP, Fixed Income, Financial Accounting, Equities, Alternative Investments, Finance, Hedge Funds, Microsoft Excel
Education
University of Connecticut 2005 — 2010
Master of Business Administration, Finance and Management
The University of Connecticut 1994 — 1998
Bachelor of Science, Business Administration; Finance
Marcy Loomis's Liberty Funds Group Experience 1998 - 2000
Job Account Supervisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
ING July 2005 - September 2012
Putnam Investments 1999 - 2004
Liberty Funds Group 1998 - 2000
Education
Boston University Questrom School of Business 1998 — 2001
MBA, Marketing
University of Vermont 1990 — 1994
BS, Marketing
Fidelity Investments September 2012 - Present
ING July 2005 - September 2012
Putnam Investments 1999 - 2004
Liberty Funds Group 1998 - 2000
Education
Boston University Questrom School of Business 1998 — 2001
MBA, Marketing
University of Vermont 1990 — 1994
BS, Marketing
Rudy Kuehn's Liberty Funds Group Experience November 2000 - November 2002
Job Project Manager
Industry Financial Services
Experience
Bank of America November 2002 - Present
Liberty Funds Group November 2000 - November 2002
Putnam Investments September 1987 - August 2000
Texas Commerce Bancshares March 1980 - September 1987
Skills
Windows Servers, Sun Solaris Servers, Windows desktops, IBM Mainframes, Unix Shell Scripting, Windows 7, SQL Server, Oracle, DB2, VSAM, PL/SQL, Oracle SQL, COBOL, IBM Assembler, Panvalet, CA-7, Visual Basic, PowerBuilder, Business Objects, Crystal Enterprise, Easytrieve, Microsoft Office, Microsoft Project, Visio, TOAD, Hummingbird, Citrix, SSH, ClearCase, Autosys, PGP, FTP, IIS, ACF2, STaARS, GIM, .NET, Java
Education
East Tennessee State University 1976 — 1980
bachelor of Science, Computer Science, 3.89
Bank of America November 2002 - Present
Liberty Funds Group November 2000 - November 2002
Putnam Investments September 1987 - August 2000
Texas Commerce Bancshares March 1980 - September 1987
Skills
Windows Servers, Sun Solaris Servers, Windows desktops, IBM Mainframes, Unix Shell Scripting, Windows 7, SQL Server, Oracle, DB2, VSAM, PL/SQL, Oracle SQL, COBOL, IBM Assembler, Panvalet, CA-7, Visual Basic, PowerBuilder, Business Objects, Crystal Enterprise, Easytrieve, Microsoft Office, Microsoft Project, Visio, TOAD, Hummingbird, Citrix, SSH, ClearCase, Autosys, PGP, FTP, IIS, ACF2, STaARS, GIM, .NET, Java
Education
East Tennessee State University 1976 — 1980
bachelor of Science, Computer Science, 3.89