Liberty Mutual Investments
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Liberty Mutual Investments Employees
DDJ Capital Management July 2015 - Present
Liberty Mutual Investments May 2003 - July 2015
Skills
Investments, Financial Modeling, Financial Analysis, Leveraged Finance, Bloomberg, Fixed Income, Due Diligence, Portfolio Management, Asset Management
Education
Boston College - Carroll School of Management 2005 — 2006
Master's degree, Finance, General
Boston University - School of Management 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Liberty Mutual Investments November 2013 - Present
BNY Mellon Financial Corporation September 2011 - November 2013
BNY Mellon Financial Corporation June 2010 - September 2011
BNY Mellon Financial Corporation June 2008 - June 2010
Mellon Financial Corporation June 2007 - June 2008
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Accounting, Risk Management, General Ledger, Hedge Funds, Fund Accounting, Cash Management, Bloomberg Terminal, Hoovers, Dunn & Bradstreet, Accruals, Fixed Income, Equity Trading, MBA, Foreign Languages, Foreign Exchange, GAAP, Sarbanes-Oxley Act, Anti Money Laundering, Valuation, Financial Analysis, Management, Equities, Portfolio Management, Bloomberg, Finance, Microsoft Excel, Investments
Education
College of the Holy Cross 2003 — 2007
BA, Economics/Spanish
Northeastern University 2011 — 2014
MBA/MSF, Investments/Finance
Liberty Mutual Investments April 2006 - Present
Computershare US February 2001 - April 2006
Natixis Global Asset Management July 1994 - February 2001
State Street Bank June 1989 - July 1994
Skills
Mutual Funds, Securities, Investments, Insurance, Risk Management, Asset Management, Equities, Financial Services, Alternative Investments, Corporate Governance, Investment Management, Investment Advisory, Private Equity
Education
Southern New Hampshire University 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Liberty Mutual Investments 2013 - 2014
Liberty Mutual Insurance September 2003 - October 2013
Skills
Adobe Acrobat, Customer Service, Editing, Social Media, Photoshop
Education
Colby College 1994 — 1998
Bachelor's Degree, English Language and Literature, General
Liberty Mutual Investments September 2014 - Present
Wells Fargo October 2006 - Present
Liberty Mutual Insurance 2014 - 2015
MultiPlan 2008 - 2013
Staples January 2004 - October 2006
Fidelity Investments 1996 - 2003
D & B SOFTWARE COMPANY March 1995 - December 1996
CENTRAL VERMONT PUBLIC SERVICE COMPANY October 1991 - March 1995
CHILD WORLD INC. January 1984 - October 1991
BOSTON MUTUAL LIFE INSURANCE COMPANY April 1980 - January 1984
Skills
Disaster Recovery, Unix, Windows Server, Troubleshooting, Data Center, SQL, Tidal Enterprise..., Technical Support, Security, Hardware, Networking, Software Documentation, Solaris, Servers, Network Administration, Microsoft Exchange, SDLC
Education
Blue Hills Regional Technical School 1978 — 1980
Associate's degree, Computer Science
Massasoit Community College 1978 — 1980
•Associate Degree, •Associate Degree in Computer Programming and Computer Science.
Liberty Mutual Investments June 2014 - Present
Liberty Mutual Investments June 2013 - August 2014
University of Massachusetts Amherst March 2012 - May 2014
Skills
Fixed Income, Financial Analysis, Financial Modeling, Trading, Alternative Investments, Microsoft Excel, Microsoft Word, High Yield, Teamwork, Critical Thinking, Public Speaking, Investments, BlackRock Aladdin, Economics, Data Analysis, Time Management, Leadership, Team Leadership, Research, Analysis, Bloomberg, Finance, Outlook, Client Services
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Finance, General, 3.7 GPA
Liberty Mutual Investments June 2014 - Present
Cinda Securities June 2011 - September 2011
Skills
Due Diligence, Accounting, Teamwork, Microsoft Excel, Microsoft Office, Project Management, PowerPoint, Microsoft Word, Strategic Planning, Outlook, Budgets, Management
Education
Northeastern University 2013 — 2016
Full Time MBA/MSF Dual Degree Candidate Northeastern University, D'Amore & McKim School of Business
The Ohio State University 2009 — 2012
Bachelor of Science (BS), Electrical and Electronics Engineering
shenzhen middle school
Liberty Mutual Investments July 2014 - Present
Grant Thornton LLP October 2012 - May 2014
University of Massachusetts Amherst September 2008 - May 2012
GEA Niro-Soavi North America June 2011 - August 2011
Skills
Auditing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Access, Customer Service, Time Management, Research, Public Speaking, Accounting, Teamwork, Financial Analysis, Internal Controls, SEC filings, US GAAP, SAP, Client Relations Skills, Outlook
Education
University of Massachusetts, Amherst 2008 — 2012
BS, Accounting and Information Systems
North Andover High School 2004 — 2008
NTT DATA Americas February 2015 - Present
Liberty Mutual Investments January 2014 - January 2015
Oxford Global Resources July 2013 - January 2014
Hult International Business School February 2012 - November 2012
Hult International Business School October 2011 - February 2012
Labornow LLC September 2010 - July 2011
Tunnelbrook Capital June 2009 - August 2009
ADP August 2007 - June 2008
Enterprise Rent-A-Car May 2004 - July 2007
Skills
Marketing, Sales, Management, Accounting, Recruiting, Cold Calling, Social Media, Student Financial Aid, Sales Operations, Microsoft Excel, Payroll, Salesforce.com, Operations Management, PowerPoint, Microsoft Word, Financial Aid..., PeopleSoft, Investments, General Ledger, Financial Analysis, QuickBooks, Financial Statements, Variance Analysis, Financial Reporting, Finance
Education
University of Miami - School of Business 2008 — 2010
Master of Business Administration, Finance and International Business
University of Arizona 2000 — 2004
Bachelor of Arts, Political Science and General Business
Sweetwater Salon, LLC December 2014 - Present
RE/MAX September 2013 - Present
Liberty Mutual Investments May 2004 - August 2015
Liberty Mutual Insurance March 2001 - May 2004
Liberty Mutual Insurance June 2000 - March 2001
The Clarks Companies, N.A. April 1999 - July 2000
CSC February 1997 - May 1999
Skills
Employee Relations, Performance Management, Deferred Compensation, Personnel Management, Leadership, Management, Strategy, Hiring, Analysis, Budgets
Education
The University of Connecticut 1988 — 1992
Bachelor's degree
Newington High School 1985 — 1988
Janney Montgomery Scott, LLC. September 1991 - Present
Liberty Mutual Investments October 1989 - July 1991
MFS Investment Management July 1986 - October 1989
Skills
Strategic Financial..., Estate Planning, Portfolio Management, Series 7, 63, 65, Life & Long Term Care..., Variable Annuities, Notary Public, Investments, Wealth Management, Retirement, Mutual Funds, Series 7, Retirement Planning, Series 63, Asset Allocation, Securities, Asset Management
Education
The Wharton School of Business Executive Program 2005 — 2006
Wealth Management Certification Program, Financial Planning and Services
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
B.S., Finance & Marketing
Citi March 2015 - Present
Liberty Mutual Investments July 2014 - March 2015
Liberty Mutual Investments June 2013 - June 2014
Liberty Mutual Investments December 2010 - May 2013
SCS Financial January 2009 - September 2009
Standish Mellon Asset Management January 2008 - July 2008
State Street Bank & Trust January 2007 - June 2007
Belmont Savings Bank May 2006 - August 2006
Skills
Investments, Portfolio Management, Private Equity, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Microsoft Excel, Equities, Analysis, Hedge Funds, Corporate Finance, PowerPoint, Securities
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration May 2010; Finance and Management
Wellington Management August 2015 - Present
Liberty Mutual Investments March 2015 - August 2015
Daley And Associates, LLC August 2014 - March 2015
Senior Banquet Committee September 2012 - May 2014
Office of Donors Program Advacement April 2010 - May 2012
Bates College Department of Biology Studies May 2009 - 2010
Skills
Negotiation, Customer Service, Strategic Planning, Budgets, Research, Public Speaking, Teaching, Microsoft Office, Event Planning, Data Analysis, Nonprofits, Fundraising, Social Media, Community Outreach, Higher Education, Time Management, Leadership, Marketing, Volunteer Management
Education
Bates College
Bachelor of Arts (B.A.), Women & Gender Studies
Georgetown University 2009 — 2009
Liberty Mutual Investments October 2013 - Present
Cedar Hill Realty November 2012 - Present
Liberty Mutual Investments July 2012 - October 2013
ANN INC. 2009 - 2012
O'Leary's Gymnastics Center 2004 - 2008
Skills
Time Management, Leadership, Data Analysis, Teamwork, Market Research, Microsoft Excel, Analysis, Public Speaking, Financial Analysis, Research
Education
Brown University 2008 — 2012
Bachelor of Arts (BA), Commerce, Organizations and Entrepreneurship - Business Economics Track
Liberty Mutual Investments June 2015 - Present
Bentley Investment Group 2014 - Present
Liberty Mutual Insurance June 2014 - August 2014
Migis Hotel Group June 2013 - August 2013
Arthur J. Gallagher & Co. July 2012 - August 2012
Skills
Risk Management, Microsoft Excel, Finance, Leadership, Bloomberg Terminal, Factset, SPSS, Peachtree, SAP (Fall 2014), PowerPoint, Microsoft Word, Teamwork, Bloomberg Essentials..., Accounting
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Finance, Rising Senior
Liberty Mutual Investments April 2011 - Present
Collaborative Consulting March 2005 - March 2009
GoldK November 2000 - January 2005
Ernst & Young September 1993 - November 2000
Skills
Investment Advisor..., External Audit, Internal Controls, Sarbanes-Oxley Act, Regulatory Examinations
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Business
University of Rochester 1985 — 1989
BA, Economics
Germantown Friends 1972 — 1985
HS
Liberty Mutual Investments June 1998 - Present
Skills
High Yield, Loans, Portfolio Management
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
University of Rochester 1987 — 1991
Bachelor of Arts (B.A.), Economics & Political Science, Magna Cum Laude
Liberty Mutual Investments March 2015 - Present
Liberty Mutual Investments January 2012 - March 2015
PwC September 2009 - January 2012
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Forecasting, Budgets, CPA, Financial Statements, Microsoft Excel, Financial Planning, Finance, Financial Modeling
Education
Northeastern University 2009 — 2010
Masters of Science in Accounting
Syracuse University 2005 — 2009
Bachelor of Science in Business Administration, Accounting
Liberty Mutual Investments March 2015 - Present
Wellington Management July 2012 - March 2015
PlanStrong Investment Management September 2010 - July 2012
BNY Mellon July 2008 - September 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Master of Business Administration (MBA)
Bryant University 2004 — 2008
BS/BA, Finance, Economics
Bond University 2007 — 2007
Study Abroad - Australia
Liberty Mutual Investments October 2014 - Present
CPP Investment Board July 2011 - October 2014
Copia Capital LLC/FrontPoint Partners LLC November 2007 - June 2011
Mesirow Financial, Mesirow Advanced Strategies July 2006 - November 2007
QuantFolio Asset Management LLC June 2005 - July 2006
Altea Asset Management January 2005 - June 2005
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Fixed Income, Quantitative Finance, Global Macro, Alternative Investments, Trading Strategies, Finance, Bloomberg, Derivatives, Capital Markets, Financial Modeling, Options
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance, Econometrics
Illinois Institute of Technology 2003 — 2004
MS Fin. Markets, Financial Engineering
University of Pennsylvania - The Wharton School 1997 — 2001
BS Econ, Finance
South Island School
Liberty Mutual Investments September 2015 - Present
Liberty Mutual Investments October 2014 - September 2015
Liberty Mutual Investments July 2014 - December 2014
Liberty Mutual Group August 2010 - October 2014
Liberty Mutual Group June 2010 - August 2010
Liberty Mutual Group June 2008 - August 2009
Skills
Fixed Income, Accounting, Microsoft Excel, Analysis, SharePoint, Auditing, Financial Reporting, Investments, Microsoft Word, Microsoft Office, Outlook, Bloomberg, SQL, Essbase, Leveraged Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2018
Master of Business Administration (M.B.A.)
Bentley University 2006 — 2010
Corporate Finance and Accounting, Minor in I.T.
Boston Latin School 2000 — 2006
Liberty Mutual Investments March 2015 - Present
McGladrey 2012 - 2015
McGivney & Kluger, PC September 2010 - May 2012
Skills
Legal Research, Microsoft Office, Adobe Acrobat, Multi-line Phone, LexisNexis, West Law, Westlaw, PowerPoint, Data Entry, Outlook, Microsoft Excel, Microsoft Word, QuickBooks, Legal Writing, Administrative..., Access, Spreadsheets, Office Administration, Microsoft Publisher, Spanish, Time Management, Research, Telephone Skills
Education
Suffolk University 2008 — 2012
Bachelor of Arts (B.A.), Applied Legal Studies, Cum Laude
Cardinal Spellman High School 2004 — 2008
Liberty Mutual Investments February 2015 - Present
Loomis, Sayles & Company September 2013 - February 2015
State Street Bank March 2011 - September 2013
Russo Marine April 2010 - March 2011
Lincoln Financial Group August 2008 - March 2010
Skills
Mutual Funds, Banking, Bloomberg, Investments, Valuation, Finance, Securities
Education
Plymouth State University 2004 — 2008
BS Business Administration, Business
Liberty Mutual Investments August 2014 - Present
Liberty Mutual Insurance November 2013 - August 2014
Liberty Mutual Insurance July 2012 - November 2013
Liberty Mutual Insurance November 2010 - July 2012
Fannon Valuation Group July 2010 - August 2010
Skills
Financial Accounting, Accounting, Fundamental Analysis, Equity Research, Equities, Investments, Financial Modeling, Trading
Education
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance & Accounting
Liberty Mutual Investments March 2012 - Present
Liberty Mutual Asset Management Inc February 2009 - March 2012
Lochridge & Company June 1998 - June 2008
Skills
Insurance
Education
Providence College 1994 — 1998
Bachelor of Arts (B.A.), Social Sciences
Milton High
Liberty Mutual Investments July 2014 - Present
Liberty Mutual Investments September 2009 - Present
State Street Bank 2000 - February 2009
State Street January 2008 - January 2009
State Street October 2005 - December 2007
State Street October 2003 - October 2005
State Street Bank February 2001 - September 2003
State Street Bank June 2000 - January 2001
Skills
SDLC, Business Analysis, Process Improvement, SharePoint, Systems Analysis, Access, Microsoft SQL Server, Crystal Reports, PMI, Change Management, User Acceptance Testing, Vendor Management, PMP, Data Conversion, ITIL, Financial Systems..., Deployment Planning, Scope Management, Stakeholder Management, Requirements Management, Risk Analysis, Process Development, Data Feeds, SQL Server, Oracle General Ledger, Process Automation, Data Management, Visual Basic, MS Project, Windows 7, MS Office Automation, Data Analysis, Quality Assurance, Technical Documentation, Job Scheduling, SWIFT, Business Objects, PMBOK, Project Server, System Integration..., Status Reporting, Production Support, Real Estate, VBA, PL/SQL, VBScript, Software Project..., Master Data Management, Microsoft Dynamics, SQL Server Management...
Education
Clark University 2001 — 2002
Master Certificate
Saint Anselm College 1994 — 1999
BA
Eze Software Group May 2015 - Present
Liberty Mutual Investments February 2013 - May 2015
TechTarget 2012 - February 2013
SS&C Technologies 2007 - 2012
Centage Corporation 2005 - 2007
Intex Solutions, Inc. 2000 - 2005
Skills
Project Management, Forecasting, Microsoft Office, Business Analysis, Leadership, CRM, Analysis, Management, Process Improvement, Customer Service, Data Analysis, SQL, Software Documentation, Finance, Databases, Business Intelligence
Education
Brandeis International Business School
MS, Finance
University of Mary Washington
BS, Physics
Liberty Mutual Investments June 2014 - August 2014
State Street May 2013 - April 2014
Hanrahan's Carpentry May 2009 - September 2012
Camp Nashoba June 2008 - August 2012
Skills
Public Speaking, Microsoft Excel, PowerPoint, Bloomberg, Access, Microsoft Office, Microsoft Word, Bloomberg Terminal, Mutual Funds, Pricing Analysis, Fixed Income, French, Italian, Transaction Processing, High Yield Bonds, Leveraged Finance, Credit Analysis
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance major, Economics minor, 3.93/4.0 GPA, Summa Cum Laude
Acton-Boxboro Regional High School 2007 — 2011
GED
Liberty Mutual Investments June 2014 - Present
Liberty Mutual June 2013 - June 2014
Roger Williams University August 2009 - May 2013
Volunteer Income Tax Assistance (VITA) Program January 2013 - April 2013
Deloitte and Touche LLP June 2012 - August 2012
RWU Office of Student Affairs August 2010 - May 2012
Deloitte Services LP June 2011 - August 2011
RWU Center for Academic Development August 2010 - May 2011
Skills
Leadership, Marketing, Public Relations, Teamwork, Research, Fundraising, Microsoft Excel, PowerPoint, Accounting, Financial Accounting, Microsoft SQL Server, VBA, Macro, Private Equity, Auditing, Management
Education
Roger Williams University 2009 — 2013
Bachelor of Science in Accounting, 3.9
Liberty Mutual Investments June 2014 - Present
Liberty Mutual Investments December 2012 - June 2014
Highland Capital Management, L.P. September 2011 - March 2012
Highland Capital Management, L.P. April 2011 - September 2011
Highland Capital Management, L.P. September 2008 - April 2011
Weaver January 2007 - September 2008
Skills
Alternative Investments, Hedge Funds, Bloomberg, Finance, Private Equity, Portfolio Management, Financial Reporting, Auditing, Financial Modeling, Valuation, Financial Analysis, Investments, Asset Management, Investor Relations, Emerging Markets, Operating Budgets, Superior Client Service, Executive Reporting, Financial Accounting, Strategic Financial..., Financial Services, Structured Finance
Education
Texas Tech University - Rawls College of Business 2002 — 2006
BA, Accounting, Finance and Economics
Liberty Mutual Investments December 1998 - Present
MDT Advisers, Inc. October 1996 - June 1998
Rogers, Casey May 1995 - October 1996
Education
Harvard Business School 2011 — 2011
Executive Education, Private Equity/Venture Capital
Cornell University 1993 — 1995
MBA
Bogazici University 1989 — 1993
B.A., Business Administration
Bornova Anadolu Lisesi 1982 — 1989
High School Diploma
Liberty Mutual Investments September 2014 - Present
State Street Global Markets 2012 - September 2014
State Street Global Markets 2007 - 2012
Investors Bank & Trust 2004 - 2007
Accenture 1999 - 2001
Accenture 1997 - 1999
Skills
Business Requirements, Financial Services, Business Analysis, Project Management, Trading Systems, Requirements Gathering, SDLC, Vendor Management, Risk Management, PMO, Requirements Analysis, Software Project..., IT Strategy, Project Portfolio..., Banking, Project Delivery, Visio
Education
Loyola University New Orleans 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Liberty Mutual Investments June 2015 - Present
Liberty Mutual Investments May 2014 - June 2015
State Street Bank July 2005 - April 2014
Skills
Mutual Funds, Equities, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, Fund Accounting, Securities
Education
Northeastern University - Graduate School of Business Administration 2006 — 2008
Master of Science (M.S.), Finance
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Finance
Liberty Mutual Investments May 2011 - Present
Boston Area Rape Crisis Center September 2009 - November 2012
Liberty Mutual Group February 2009 - May 2011
JPMorgan January 2007 - February 2009
State Street 1996 - 2004
Skills
Fixed Income, Derivatives, Capital Markets, Liquidity Management, Operations Management, Securities Lending, Foreign Exchange, Financial Analysis, Financial Modeling, Financial Audits, Collateral Management, Cash Management, Treasury Management, Mergers & Acquisitions, Securities, Strategic Planning, Equities, Investments
Education
Connecticut College 1995 — 1999
Bachelor of Arts (BA), Anthropology
Liberty Mutual Investments August 2014 - Present
MIT Sloan School of Management 2012 - 2014
Boston Millennia Partners June 2013 - August 2013
Cambridge Associates 2011 - 2012
Cambridge Associates August 2008 - December 2010
Cambridge Associates August 2005 - August 2008
Skills
Private Equity, Analytics, Valuation, Financial Analysis
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Business Administration, Finance
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Investments January 2015 - August 2015
KKR April 2012 - August 2013
JPMorgan Chase & Co December 2009 - November 2010
Credit Suisse Securities (USA) LLC April 2005 - November 2009
Credit Suisse Securities (USA) LLC May 2002 - March 2005
Goldman Sachs & Co., Inc July 2000 - April 2002
Citibank October 1997 - June 2000
Skills
Capital Markets, Investments
Education
University of Connecticut 1992 — 1996
Bachelor of Science (B.S.), Molecular Biology
Liberty Mutual Investments January 2014 - Present
Liberty Mutual Group Asset Management Inc. March 2009 - Present
Wellington Management October 2006 - March 2009
John Hancock Funds and John Hancock Life Insurance Company (now Manulife Insurance Company) 1999 - 2006
Investors Bank & Trust June 1998 - September 1999
Skills
Investments, Bloomberg, Derivatives, Asset Management, Back Office, Pricing, Swaps, Business Strategy, Business Analysis, Fixed Income, Critical Thinking, Equities, Private Equity, Private Placements, Alternative Investments, Real Estate Investment, Syndicated Loans (Bank..., Custody, Financial Services, Settlement
Education
Northeastern University - Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Finance and International Finance
Wheaton College (MA) 1994 — 1998
Economics, International Business
Santander Bank, N.A. October 2014 - Present
Sun Life Financial May 2011 - October 2013
Fidelity Investments June 2010 - May 2011
Liberty Mutual Investments January 2007 - March 2011
PricewaterhouseCoopers September 2003 - December 2006
Manulife Financial February 1999 - September 2003
Skills
Internal Audit, Risk Assessment, Financial Analysis, Sarbanes-Oxley Act, Insurance, Accounting, Financial Risk, Business Analysis, Auditing, Management Consulting, Financial Services, Financial Reporting, SAS70, Analysis, Internal Controls, Risk Management, Sarbanes-Oxley, Enterprise Risk...
Education
Northeastern University 2014 — 2017
Master of Business Administration (MBA)
Northeastern University 2000 — 2003
Bachelors of Science, Economics
Northeastern University
Certificate, Accounting
Liberty Mutual Investments March 2013 - Present
Liberty Mutual Group Asset Managment Inc December 2011 - March 2013
Liberty Mutual Group Asset Management Inc. December 2008 - January 2012
Liberty Mutual Insurance December 2005 - December 2008
Liberty Mutual Insurance May 2004 - December 2005
Skills
Bloomberg, Portfolio Management, Fixed Income, Asset Management, Valuation, Risk Management, Investments, Investment Management, Bonds, Strategic Financial..., Trading, Asset Allocation, Emerging Markets, Financial Modeling, Financial Services, Hedge Funds, Equities, Securities, Capital Markets, Financial Markets, Corporate Finance, Finance, Insurance, Relationship Management, Credit, Investment Strategies, Investment Advisory, Bloomberg Terminal, Quantitative Analytics, Fixed Income Analysis, Economics, Trading Systems, Treasury Management, Internal Controls, Risk Analysis, Financial Analysis, Analysis, Investment Banking, Banking, Due Diligence, Microsoft Excel, Mutual Funds, Financial Planning
Education
University of Vermont 2002 — 2003
MS, Statistics
University of Vermont 2000 — 2001
MBA, Finance
University of Massachusetts, Amherst 1996 — 2000
Bachelors of Business Administration, Finance and Economics
Liberty Mutual Investments May 2015 - Present
EMD Serono, Inc. September 2013 - May 2015
Bain Capital March 2007 - June 2013
Rockland Trust Company August 1990 - February 2006
Skills
Disaster Recovery, Active Directory, Vendor Management, Asset Management, Windows 7, Project Management, Business Analysis, XP, Troubleshooting, Financial Analysis, Microsoft Excel, Visio, System Administration, SCCM, Technical Support, IT Service Management, Microsoft Office, SharePoint, Windows Server, IT Operations
Education
New England Institute of Technology 2006 — 2008
Associates, Computer Servicing
Liberty Mutual Investments May 2013 - Present
Liberty Mutual Investments November 2011 - May 2013
Liberty Mutual Investments September 2009 - November 2011
Sun Life Financial June 2009 - September 2009
Sun Life Financial May 2008 - June 2009
Sun Life Financial April 2007 - May 2008
Aviva June 2006 - April 2007
Atlas Venture September 2005 - June 2006
Skills
Financial Reporting, Accounting, Financial Analysis, Investments, Investment Operations, Data Integrity, Impairment Testing, Technical Accounting, Credit Analysis, Pricing, Valuation, Bloomberg, Strategic Financial..., General Ledger, Essbase, Financial Modeling
Education
Bentley University 2006 — 2008
Master of Business Administration (M.B.A.), Finance
Bentley University 2002 — 2006
Bachelor's Degree, Finance, Minor in Management
Liberty Mutual Investments October 2014 - Present
Natixis Global Asset Management December 2012 - October 2014
Fidelity Investments March 2008 - October 2012
Dunkin' Brands 2006 - 2008
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 1999 - 2001
Fidelity Investments 1998 - 1999
Brown Brothers Harriman December 1997 - December 1998
State Street Bank July 1991 - December 1997
Skills
Leadership, Product Management, Program Management, Performance Management, Technical Staff..., Team Building, Relationship Management, IT Strategy, Business Communications, Web Project Management, Analytical Skills, Operations Management, Problem Management, Collaboration, Vendor Management, SDLC, Online Collaboration, Technical Liaison, Project Management, Instructional Design, Cross-team Collaboration, Direct Client..., Learning Management, Management
Education
University of Massachusetts Dartmouth
Bachelors of Science (B.S.), (1) Management and (2) Information Systems
Boston University
Certificate, Project Management
Liberty Mutual Investments October 2014 - Present
ACI Worldwide January 2014 - June 2014
Open Link Financial 2009 - December 2013
Syracuse University March 2007 - August 2008
Skills
Microsoft SQL Server, Oracle, Database Administration, Databases, SQL, Sybase, Visio, PL/SQL, SSRS, System Administration, Servers, Unix, SDLC, XML, Requirements Analysis, Data Migration, Windows Server, Business Analysis, SSIS, Disaster Recovery
Education
Syracuse University 2007 — 2008
Master's, Computer Science
Mountain State University 2002 — 2006
Bachelor's, Computer Science
Ananda Bhumi
Liberty Mutual Investments July 2013 - Present
Liberty Mutual Group Asset Management Inc June 2008 - July 2013
Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Bloomberg, Microsoft Office, Equities, Leadership, Marketing, Insurance
Education
Saint Michael's College 2002 — 2006
Business, Economics, Spanish
Liberty Mutual Investments March 2009 - Present
State Street July 2007 - February 2009
Investors Bank & Trust July 2002 - July 2007
State Street January 2000 - April 2002
State Street August 1998 - January 2000
State Street August 1995 - August 1998
State Street August 1992 - August 1995
Skills
Project Management, Business Analysis, Vendor Management, Process Improvement, Analysis, SharePoint, Financial Services, Derivatives, PMO, Mergers & Acquisitions, Securities, Financial Risk, Investments, Financial Reporting, Hedge Funds, Mutual Funds, Access, Trading, Valuation, Quality Assurance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
B.S. Magna cum Laude, Business Administration and Economics
Liberty Mutual Insurance June 2014 - Present
Liberty Mutual Investments September 2013 - June 2014
Liberty Mutual Investments September 2011 - September 2013
Liberty Mutual Investments August 2010 - September 2011
University of Massachusetts Amherst Athletic Department September 2008 - May 2009
Skills
Microsoft Excel, Microsoft Visio, Financial Reporting, Account Reconciliation, Financial Analysis, Business Process Design, Strategic Planning, Training, Hyperion, Oracle Applications, Microsoft SQL Server, Essbase, SQL, Pivot Tables, PowerPoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration (BBA)
The Partnership, Inc.
Liberty Mutual Investments April 2014 - Present
Liberty Mutual Investments December 2010 - April 2014
Liberty Mutual Investments January 2001 - December 2010
State Street August 2000 - December 2000
Skills
Reverse Mortgages, Fixed Income, Trading, Bloomberg, Structured Finance, Structured Products, MBS, ABS, Microsoft Excel, Intex, BlackRock Aladdin, Barclays Point
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
MBA, Finance
Boston College 1996 — 2000
BA, Economics and History
Newark Academy 1992 — 1996
Liberty Mutual Investments December 2012 - Present
State Street July 2011 - December 2012
Education
Boston University 2014 — 2017
Master of Business Administration (MBA)
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Liberty Mutual Investments July 2014 - Present
Liberty Mutual Investments September 2013 - July 2014
Goldman Sachs September 2000 - August 2013
Education
University of Oxford 1998 — 2000
Master of Science (MSc), Social Anthropology
University of Oxford 1998 — 2000
Master of Business Administration (MBA), MBA, MSc Social Anthropology
Kenyatta University 1994 — 1997
Bachelor of Arts (B.A.), Economics/Finance
Liberty Mutual Investments March 2015 - Present
John Hancock Financial Services January 2008 - March 2015
MIT Lincoln Laboratory September 2004 - September 2007
Skills
Chartered Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
Master of Science, Finance
University of Florida 2002 — 2004
Master of Science, Mechanical Engineering
State University of New York at Binghamton 1998 — 2002
Bachelor of Science, Mechanical Engineering
Norwich High School